Integrating WalkMe

WalkMe is a third-party tool that integrates with OpenPages® to deploy custom content and provide guidance to new users. Through guided tours, feature overviews, and embedded resources, WalkMe helps users make the most out of their OpenPages implementation.

About this task

Registry settings are embedded so that you can enable WalkMe and connect to your own WalkMe JavaScript snippets.

An implementation of WalkMe is integrated with OpenPages and enabled by default. If you want to disable WalkMe, follow step 1 of this task and set Walkme Enabled to false.

For custom implementations, you must have a separate license for WalkMe. For more information about WalkMe, see the WalkMe web site.

Procedure

To see the registry settings for Walkme, perform the following steps:
1. Click Open Administration menu > System Configuration > Settings and set Applications > Common > Configuration > Show Hidden Settings to true to show hidden settings.
2. Go to Applications > Walkme.
  The following settings are displayed:
  Figure 1. Configuring the Walkme application settings
To enable WalkMe, set WalkMe Enabled to true.
Configure firewalls to allow the domain names listed in WalkMe URLs.
The value of the WalkMe URLs setting lists domains to allow for content security. For example, WalkMe flows can contain YouTube video contents that might be blocked by default due to content security. To allow YouTube contents, an administrator can enter a specific YouTube URL in the WalkMe URLs setting. It is not recommended to enter the URL for the YouTube home page (https://www.youtube.com/) because it is less secure. If a YouTube URL is not specified, videos might not load and you might see a console error referring to CSP.
If you want to use your own WalkMe implementation, update WalkMe Source to the URL for your JS snippet.
By default, WalkMe Source is set to the URL of IBM’s cloud storage.