Answers
Subject Date - DESC Rating Viewed Topic
How do I configure IIS to forward all HTTP requests to HTTPS? 10/26/2016 11:29:17 AM None 1664 Site configuration
simple user login check for iService forms 2/4/2016 8:58:06 AM None 1533 Technical Support
Changing the Message Queue actions to the custom portal form 1/22/2016 5:40:23 PM None 1512 Technical Support
Updating the Message Queue page to the new version in 7.4 1/22/2016 5:24:29 PM None 2110 Site configuration
Making a form to display an interaction body or other details 8/27/2015 1:32:18 PM None 1639 Technical Support
Article Selected >> Considerations when setting up a service account to run utilities
Question:
What type of user should run the batch utilities at the command line or within an app that calls the iService web services?
Answer:
There are a few things to consider when setting up accounts that will be running system processes (used to invoke web services, run the batch form submission utility at the command line, etc.). There is nothing unique about the user itself. iService sees its actions similar to any user that would be using the stock user interface.

(1) The account should not be used for interactive logon, because if a user logs out it could cause a process that is running under that userID to abort.

(2) The service account should have enough access rights to perform all the actions you are automating. Access rights are granted in the form of a) UserTypes and b) Segment Access. For instance, all agent userTypes (CSR, CSR Manager, Administrator, SuperUser) have the rights to perform contact searches, interaction searches, create notes, send agent emails, and create tickets. However, only CSR Managers and above by default have the rights to create new users or send mass mailings. The user should also have enough segment access to perform the actions desired. For instance, if the account is used to pull history for members it should likely have access to all segments (setup for the user in the Admin Tools - Agents - Details tab).

(3) You should consider using a userType that won't be accidentally downgraded or changed by another agent. Users can only change agent settings for people that are a level below themselves. So, only an administrator could change a CSR Manager and only a Superuser can downgrade an Administrator.

(4) There is a special consideration to consider when automating the import of new contacts. When a contact is created, it's assigned membership to all the segments to which the agent has access. This membership affects which agents can see their details when performing customer searches.

Using an administrator userType would ensure that only a superuser can change the account. If you are concerned about that account having too much access, you could probably use a CSR Manager if you are confident that your administrators know not to change it. However, it's very important to ensure that whatever userType you use has sufficient Segment Access to perform its actions.
Article DetailsSubscribe and Rate this article
Article ID:532473
Date Updated:7/3/2015 4:51:20 PM
# Views:2317
Article Creator:Scott Whitsitt
Article Topic:Batch Utility
Attachments:-- None --
Customer did not receive an iService email 8/7/2014 9:12:48 AM 4.0 1950 Technical Support
Updating agent count for on-premise installations 7/7/2014 11:59:40 AM 4.5 2658 Site configuration
How do I create a report subscription? 6/23/2014 11:26:47 AM None 2524 Reports
Disabling browser cache to force current data into your screen 6/13/2014 10:26:28 AM None 1005 All Topics
Setting mailbox for reuse later 4/10/2014 9:57:12 AM None 1846 Technical Support
Chat interface is mistakenly displayed when I login using Internet Explorer 3/11/2014 9:57:20 AM None 1989 Technical Support
When I log in, I don't see the Message Queue tab 2/24/2014 11:56:11 AM 4.0 2038 Technical Support
Email not received by iService 1/16/2014 9:28:58 AM 4.0 2672 Email Processing
Changing the mailbox specified for messages in SMTPout 9/5/2013 10:53:53 AM None 2923 Email Processing
iService 5.x fails to load with the error "Unrecognized configuration section system.serviceModel in machine.config" 6/18/2013 3:31:05 PM None 1391 All Topics
Impact of iService On-demand on your IT department 5/21/2013 9:51:43 AM None 2971 Security
Creating an agent from an existing contact 3/26/2013 2:36:46 PM 4.0 3102 Security
Ensuring that SPAM contacts are not mislabeled and steps to correct 3/19/2013 3:22:32 PM None 2191 Technical Support
Setting message in SMTPOut for immediate delivery 2/25/2013 1:27:09 PM None 3189 Email Processing
JQuery Mobile and iService Forms 1/13/2013 1:24:26 PM None 3285 Customizing iService
Simple example for filtering messages to a new topic 12/18/2012 3:39:34 PM 5.0 3232 Site configuration
Lost password, administrator forwarding link 12/4/2012 8:48:19 AM 5.0 2252 Technical Support
iService Business Intelligence and Reports Documentation 8/1/2012 10:52:21 AM 4.0 3124 Reports
List of bookmarks/favorites to common tasks 4/7/2012 10:24:15 AM 4.0 2316 Technical Support
Please Wait...