Adding a data store with OAuth 2.0 authorization

Last Updated : Aug 22, 2023 |

About this task

Connect external data store with the OAuth 2.0 authorization to the contact center to record customer journey events. You can specify OAuth 2.0 server connection parameters, such as the IP address and the protocol the contact center uses for connection to the OAuth 2.0 authorization server. You can also specify the user credentials to authenticate by the OAuth 2.0 authorization server.

Procedure

  1. On the Configuration Server web portal, go to Administration > Customer Journey > Data Store.
  2. At the top-right corner of the Data Store page, click the Add icon.

    Configuration Server displays the data store configuration fields.

  3. On the Add Data Store page, in the Name field, type the name of the data store.

    You can type a maximum of 35 Unicode characters.

  4. In the Description field, type a short description of the data store.

    You can type a maximum of 50 Unicode characters.

  5. In the Host (FQDN/IP) field, type the FQDN or IP address of the external data store.

    Host (FQDN/IP) defines the base URL of the external data store. The full path to customer journey data in the data store depends on the Host (FQDN/IP) value and the Path to Data Store value that you specify for the journey profile associated with the data store.

  6. In the Method drop-down list, select one of the following HTTP request methods to store journey profile records:

    • PUT

    • POST

    By default, the contact center uses the POST method to store journey profile records in the data store.

  7. Click Journey Profile and select the required journey profile from the Journey Profiles pane at the right.

    The contact center stores event records of the selected journey profile in the data store.

  8. In the Protocol drop-down list, select the protocol the contact center uses to connect to the data store.

    By default, the contact center uses HTTPS protocol for connection to the data store.

  9. Optional To enable verification of the data store certificate, select Verify Far End Certificate.

    You can enable certificate verification if you set Protocol to HTTPS.

  10. In the Authentication Details section, in the Authorization Type drop-down list, select OAuth2.
  11. In the Resource Server (FQDN/IP) field, type the FQDN or IP address the contact center uses to connect to the OAuth 2.0 authorization server.
  12. In the Endpoint Path field, specify the URL path the contact center uses to connect to the OAuth 2.0 authorization server.

    Resource Server (FQDN/IP) and Endpoint Path form the URL from which the contact center requests OAuth 2.0 tokens for authentication.

  13. In the User Name field, specify the username for the OAuth 2.0 server to authenticate.
  14. In the Password field, type the password for the OAuth 2.0 server to authenticate.
  15. In the Protocol (OAuth2) drop-down list, select the connection protocol the contact center uses to connect to the OAuth 2.0 authentication server.

    By default, the data store uses HTTPS protocol for connection to the OAuth 2.0 authorization server.

  16. Optional To enable verification of the OAuth 2.0 authorization server certificate, select Verify Far End Certificate (OAuth2).

    You can enable certificate verification if you set Protocol (OAuth2) to HTTPS.

  17. At the top-right corner of the page, click Commit.

    Configuration Server saves the data store configuration and redirects you to the Data Store page.