The process for pushing out IT provided configurations vary from operating system to operating system, but once those values have been inserted into Chrome’s policies, they can all be interpreted by the Pendo extension in the same way.
Before any of the Operating Systems are able to accept values into the managed storage, the managed storage must have its schema set in the extension’s manifest.json.
In order to work with as many Chrome and device policy management systems as possible, IT managers can provide metadata to the Pendo extension via Google Chrome’s extension policy API.
IT force installing of extension and defining metadata can also both be accomplished using the same ‘Chrome Policy’ interface. While they are different fields, the same tools that are used to set the Chrome policy for force installation can also be used, in exactly the same way, to define metadata for the Pendo chrome extension.
Chrome on Mac accepts its configuration policies in the form of .plist files. .plist files contain properties and configuration settings for various programs and are formatted in XML.
There are various ways for IT managers to actually push these configurations to the machines in their network and various locations where these could be stored, all depending on existing chrome configuration; what’s important is that in the .plist the policies are targeted at the specific extension id of the installed version of the chrome extension, shown here as EXTENSION_ID.
epnhoepnmfjdbjjfanpjklemanhkjgil - chrome extension static ID
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
YOUR VISITOR STRING HERE
YOUR ACCOUNT STRING HERE
For Windows, there are two types of policy templates: an ADM and an ADMX template. The choice of which to choose will depend on existing IT infrastructure. The templates here (https://support.google.com/chrome/a/answer/187202?hl=en#zippy=%2Cwindows) show how registry keys can be set for an extension in order to load policies into Chrome.
Frequently Asked Questions
What Types Of Metadata Should I Send To Pendo?
We recommend that you send us anything you would find beneficial in segmenting your Visitor and Account base. Several examples include Role, Account Status, Account Manager, Contract Expiration Date, Account Creation Date, etc.
How Do I Send Metadata?
You’ll want to add any variables to your Pendo snippet under the visitor or account sections.