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Info

Module Required:

The functionality described below requires that you have the Resource Management module enabled in the EngageIP AdminPortal, if the module is not active the options detailed in this article will not be present in your EngageIP installation. Contact your LogiSense account representative if you wish to discuss adding this module to your installation.

Summary

This article provides a sample scenario on importing Resources. When performing the import for your system you will need adjust the process according to your configuration.

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  1. Load the AdminPortal and click on the on Setup tab

  2. Under the heading Resource Management click Resource Types

  3. On the Resource Types page that loads click on the Add button

  4. Enter a name for your new Resource Type (i.e. 'MyResource')

  5. Click the Save button

  6. Click on the name of your newly created resource type and:

    • Define a Resource Provider: myprovider

    • Define a Resource Category: mycategory

    • Click on the name of the newly created category and click Add in the Resource Category Owner Assignments to assign it to your Owner

  7. Navigate back to the Setup tab page and click your new resource type that is displayed in the Resource Management section

  8. Under the heading Resource Item Pools Click Add and create a resource item pool (i.e. 'mypool')

  9. Update the sample script below with the names you have chosen

  10. Import them on the setup tab page / import link

  11. Repeat this for any new resources you need to add (this process this will add only one)

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  • Replace the /Owner=LogiSense Corporation with the Owner you want to import the resource into

  • Change the /Service=Monthly Service to match the service name you want to add the resource item to

  • Change the /User=testaccount to the the proper EngageIP user in your setup

Code Block
languagexml
<import>
<Reference Name="QA_Owner" Value="/Owner=LogiSense Corporation" />
<Reference Name="QA_SERVICE_VOIP" Value="/Owner=LogiSense Corporation/Service=Monthly Service" />

<ResourceRequest ResourceType="/Owner=LogiSense Corporation/ResourceType=MyResource" ResourceTypeCategory="/Owner=LogiSense Corporation/ResourceType=MyResource/ResourceTypeCategory=mycategory" ResourceTypeProvider="/Owner=LogiSense Corporation/ResourceType=MyResource/ResourceTypeProvider=myprovider" Quantity="1" Filled="true" ReferenceName="QA_RR_IMPORT" />

<ProfileQuestion Name="AreaCode" Question="Area Code" DataType="/DataType=Text" Required="true" ReferenceName="QA_RTAPQ_PQ" />
<ProfileAnswer Value="519" ProfileQuestion="@QA_RTAPQ_PQ" ReferenceName="QA_RIAPA_PA" />
<ResourceTypeAttributeProfileQuestion ResourceType="/Owner=LogiSense Corporation/ResourceType=MyResource" ProfileQuestion="@QA_RTAPQ_PQ" ReferenceName="QA_RTAPQ" />

<ResourceItem Name="5196582736" ResourceTypeCategory="/Owner=LogiSense Corporation/ResourceType=MyResource/ResourceTypeCategory=mycategory" ResourceRequest="@QA_RR_IMPORT" ResourceItemStatusType="/ResourceItemStatusType=Allocated" ResourceType="/Owner=LogiSense Corporation/ResourceType=MyResource" ReferenceName="RI_5196582736" />
<ResourceItemResourceItemPoolConnector ResourceItemPool="/Owner=LogiSense Corporation/ResourceType=MyResource/ResourceTypeCategory=mycategory/ResourceTypeCategoryOwner.Target_Owner=@QA_Owner/ResourceItemPool=mypool" ResourceItem="@RI_5196582736" />

<ResourceItemAttributeProfileAnswer ResourceItem="@RI_5196582736" ResourceTypeAttributeProfileQuestion="@QA_RTAPQ" ProfileAnswer="@QA_RIAPA_PA" />
<UserServiceAttributeResource UserService="/User=testaccount/UserService.Service=@QA_SERVICE_VOIP" ResourceItem="@RI_5196582736" />
</import>

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