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.

Access

Access the Extension Installation page in the console:

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

Extension Installation

The Extension Installation page displays with 2 tabs:

• Mass Deployment Wizard
• All-in-One Installer

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.

Mass Deployment Wizard

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

Use the AIO Installer to deploy the extension across multiple browsers, or to install it yourself if you have admin permissions on your computer.

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. The file will have a specific format (for example, .msi, .pkg, .mobileconfig)
4. Run the installer for your platform

Windows

1. Double-click on the MSI file to start the installation

Mac (.pkg)

1. 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

Finding the icon confirms the extension 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.