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Retrieving login information and automating the CTI login (single sign-on)

You can automate login for API-based CTI links to provide users with a more streamlined experience. With embedded clients, users are required to enter credentials in the third-party client.

To retrieve the phone login information from another source (such as LDAP or Active Directory), use the D_MyCTICredentials data page.

Override the data page (or the associated pyFetch activity) in your application ruleset and then configure it to retrieve login information from the external source.

At run time, the properties from the data page are loaded to the login screen and used as part of the Pega Call phone login process.

If you are using Pega Customer Service, save your login credentials to the Pega Customer Service preferences.

To automate the phone login (for example, to provide single sign-on to CTI), you can set the following properties on the data page:

  • Auto Login: If you want users to log in to Pega Call when they log in to the Pega Platform (for example, when they log in to the Pega Customer Service interaction portal), set the pyAuto-Login option property to TRUE.
  • Quick Login: If you want users to login to Pega Call when they click the phone button (without having to enter the values on the login screen), set the pyQuick-Login property to TRUE.

For either of the above options, ensure that adequate login information is provided in the other properties (such as pyExtension, pyAgentID, and pyAgentPwd) on the data page.

If the Auto Login and Quick Login parameters are false, the phone login screen displays when you click the phone button. Values of any other parameters populated on the data page will be displayed on the phone login screen. If the parameters are true, the values of the other parameters will still be populated on the Login screen. The user can change the displayed values, if required, and then click Login to connect to the phone system.

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