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Deployment Method # 2 — Deploy Using Player Extension

Updated on November 14, 2018
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Brief Overview

If you cannot access your website/application’s HTML, or prefer not to manually alter it for any reason, you can instead deploy the WalkMe Player browser extension on your end-users’ browsers, which will insert the WalkMe Player snippet into the HTML of the relevant pages.

The snippet directs the page to load published items from your WalkMe Editor.

Steps For Mass Deploying the Player Extension

If you do not have access to the HTML code of your application, we recommend using an Extension and deploying it through mass deployment.

Mass deployment has the following benefits:

  • Requires no action from end-users
  • Increases adoption, and
  • Is easily implemented and controlled by your IT department

In general, mass deployment typically takes no longer than 10 minutes for each browser. For additional guidance, WalkMe provide 24/7 support for mass deployments via support@walkme.com.

Components of Mass Deployment

From a high-level view, mass deployment is accomplished using automation scripts and built-in deployment features, and inside management tools such as SCCM or GPO, to enable the WalkMe extension on your end-users’ browsers.

The are two parts to mass deployment:

  1. Installation: Deploy the extension package to your end-users. This means placing the extension in your end-users’ browsers usually with an MSI (“generic” extension) for Firefox or Internet Explorer, or via CRX if Chrome (to support existence on the Chrome store).
  2. Configuration: Configure the extension to load published items from your company’s WalkMe Editor. Identify the profile settings through the registry (by cookies, browser profile setting, or registry keys).

Browser Specific Information

Separately mass install the WalkMe extension for each browser that your end-users use.

  • IE: WalkMe will provide you with an MSI package to install the extension silently via Group Policy/SCCM
  • Firefox: WalkMe will provide you with an XPI file to install the extension silently via Group Policy/SCCM
  • Chrome: WalkMe will provide the configuration settings required for the ADMX template via Group Policy/SCCM
  • Edge: WalkMe will provide a deployment script to install the extension via Group Policy/SCCM
  • Safari: WalkMe will provide a bash script which needs to be run on the end-user profile(s)
    • Approval of installation required in Safari
      • The end-user should select the highlighted button “Install from Gallery” in order to enable the Extension to auto-update (if the end-user selects “Install from Developer” the Extension will not be updated automatically):

Note: For detailed information, use the Mass Deployment Guide, which provides step-by-step configuration according to OS, browser and installation method.

Can’t Mass Deploy the Extension? Here is an Alternative

While we recommend mass deploying the extension, if you are unable to, you can use manual deployment, as follows:

Your WalkMe Customer Success Manager (CSM) will provide you with an installation link for the WalkMe Player Extension. Just send out an email containing this link to all end-users who will be exposed to your WalkMe content. This email should prompt the end-users to click the link and install the WalkMe extension.

As an example, below is a video of a sample email sent to Salesforce end-users:

 

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