Brief Overview

If you can't access your website or application's HTML, or prefer not to alter it manually, you can deploy the WalkMe extension on your users' browsers instead. This inserts the WalkMe snippet into the HTML of the relevant pages automatically.

Deploy WalkMe Using a JavaScript Snippet

The Mass Deployment Wizard lets you deploy the WalkMe extension to your users yourself, without help from WalkMe Support. It's the default tab on the Extension Installation page, alongside the All-in-One Installer (AIO).

The wizard keeps deployments consistent and lets you share the extension with IT or other stakeholders who don't have access to the WalkMe Console.

Use Cases

• Deploy the WalkMe extension to all your users at once
• Share deployment files with your IT team, even if they don't have WalkMeConsole access
• Deploy the extension across multiple browsers with a single installer

Access

Access the Extension Installation page in the console:

1. Open the WalkMe Console:
   • US Data Center
   • EU Data Center
   • SAP US Data Center
   • SAP EU Data Center
   • FedRAMP Data Center
   • Canada Data Center
2. Go to the Admin category
3. Select My Account
4. Select Extension Installation

How It Works

Use the Extension Installation page to deploy the WalkMe extension to your users. We recommend using the Mass Deployment Wizard for most organizations. Use the All-in-One Installer when your organization has no specific or custom method for deploying extensions or when a user wants to test the extension before the mass deployment takes place.

The Extension Installation page displays with 2 tabs:

• Mass Deployment Wizard
• All-in-One Installer

Mass Deployment Wizard

This area gives you an easy and self-served way to mass deploy WalkMe content to your end-users using an extension.
If your organization already mass-deploys extensions using a specific method, continue using that same method here.

If no extension is currently deployed in your organization, choose one of our deployment guides to mass deploy the extension.

All-in-One Installer (AIO)

WalkMe's All-in-One Installer (AIO) lets you deploy the WalkMe user extension across all browsers with a single installer file, or install it yourself if you have admin permissions on your computer.

All-In-One Installer (AIO)

1. Choose which browsers you want to install the extension on
2. Select Download for your specific platform (for example, Mac or Windows)
3. After downloading the extension file, find it on your computer
4. The file will have a specific format (for example, .msi, .pkg, .mobileconfig)
5. Run the installer for your platform

Windows

• Double-click on the MSI file to start the installation

Mac (.pkg)

• Double-click the PKG file to start the installation

Mac (.mobileconfig)

1. Double-click on the Installation file
2. Open System Settings
3. Search for Profiles
4. Under Downloaded, select the mobile config file
5. Select Install

Confirm the Installation

1. After deploying the extension, close your browser and reopen
2. Select the puzzle icon from your browser toolbar and look for the WalkMe icon

The icon displays confirming the extension was installed successfully. It can take a few moments to appear, if it doesn't show up right away, wait and check again.

Use the Extension

Select the extension icon, or the new menu option added to your browser's toolbar, to access the extension's features. If you have any further questions, contact us.