- Document v1.2 - Amazon Web Services

- Document v1.2 - Amazon Web Services
PARTNER PORTAL USER MANUAL
- Document v1.2
1
Table of Contents
DASHBOARD...................................................................................................................................... 5
1.
Venue Map Tab ......................................................................................................................... 5
2.
Venue List Tab ........................................................................................................................... 5
3.
Venue Filter ............................................................................................................................... 6
4.
Notifications .............................................................................................................................. 6
5.
Reports snapshot ....................................................................................................................... 6
6.
Full screen feature ..................................................................................................................... 6
7.
Page tours ................................................................................................................................. 6
CUSTOMERS ...................................................................................................................................... 7
1.
Creating a new customer(s) ....................................................................................................... 7
2.
Bulk upload................................................................................................................................ 8
3.
Creating a venue for the first time ............................................................................................. 9
4.
Creating a venue manually....................................................................................................... 16
5.
Creating a new group(s) ........................................................................................................... 22
6.
Creating a new user(s) ............................................................................................................. 23
7.
Customer/Venue Management................................................................................................ 24
ORDERS ........................................................................................................................................... 25
1.
Order Tabs ............................................................................................................................... 25
2.
Placing an Order ...................................................................................................................... 25
3.
Saved deals.............................................................................................................................. 30
4.
Orders Tab ............................................................................................................................... 30
5.
License Tab .............................................................................................................................. 31
REPORTS ......................................................................................................................................... 32
1.
Reports Summary .................................................................................................................... 32
2.
Logins ...................................................................................................................................... 32
3.
Routers .................................................................................................................................... 33
SETTINGS......................................................................................................................................... 34
1.
Add User.................................................................................................................................. 34
2.
Delete User.............................................................................................................................. 34
3.
Reset Password ....................................................................................................................... 34
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INTRODUCTION
This document outlines the features of the Partner Portal.
OVERVIEW
It is designed to allow end users free WiFi access in return for data capture via social media or form
submission. This method enables an enhanced marketing focus for venue owners, whilst giving the
end user a free WiFi service.
The intention of the Partner Portal is to give you the ability to create and manage your customers,
venues and users.
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THE PARTNER PORTAL OVERVIEW
Some areas of the Portal will always remain the same. The header area of the Portal will always
contain the same navigational features.
c)
d)
a)
b)
a)
Application navigation - how you navigate around the areas of the Portal.
b)
Search field - Search through all your Customers, Venues, Users and Hardware here, your
search results will show you listings for each.
c)
Profile and system log out dropdown menu.
d)
Language selector.
LANGUAGE SELECTOR
The portal has been translated into numerous different languages, and these can be selected using
the drop down menu at the top of the portal. The portal will pick up the default language of the
browser in which the portal is opened and will automatically translate to that language if it is
available.
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DASHBOARD
The home of the portal is the Dashboard. The Dashboard consists of elements of data, giving you a
snapshot of the WiFi Module. Upon logging into the system, you will see the following snapshot
elements:
1.
Venue Map Tab
a)
Your venue locations and status
Where venues are located in close proximity they will be grouped together and the number of
venues is displayed. Within grouped venues could be more grouped venues.
b)
Accessing grouped venues
To access grouped venues click the numbered circle
icon. The map will then update and
zoom into that area. If more grouped venues appear follow the same process until just the
pointer
c)
icon is displayed.
Point on map
You can click on any venue pointer on this map to see information about that venue, such as
Model, MAC address, Status and when the router last polled.
2.
Venue List Tab
This will display all the venues created for all your different customers. You can filter the same way
as in Venue map. From here you can also:
a)
b)
c)
d)
Access specific venues
See the users online in the past 24 hours
See the Status
Impersonate a venue
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3.
Venue Filter
You can filter your venues by status by clicking the
a)
b)
c)
4.
icon. The available statuses are:
Online
Offline
No hardware
Notifications
Notifications are now made available for Partner Portal users indicating technical changes that have
been applied to the portal. A number will appear advising the number of notifications since last
accessed. The number will disappear when you go into notifications but previous notifications will
still show.
5.
Reports snapshot
a)
Top 10 busiest venues right now.
This column graph shows the current (right now) busiest venues based on the number of users
that are online at those particular venues.
b)
Top 10 busiest venues in past 24 hours.
This column graph shows the busiest venues during the past 24 hours, based on the number of
users that have been online during that period at those particular venues.
6.
Full screen feature
Click the
icon to maximise the view to full screen, the tabs along the top will still be available
but the top Verizon area and the Verizon area on the left hand side of the screen will disappear.
Clicking the icon again will revert back to original view.
7.
Page tours
For online help click the
screen will appear.
icon, an explanation of either that section or what is available on the
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CUSTOMERS
1.
Creating a new customer(s)
a)
Click the Create new customer button.
b)
A drop down will appear, giving you the option to ‘Add a single customer’ or ‘Bulk upload .CSV’.
c)
Select the option Add a single customer’. (For bulk upload please refer to that section of the
manual)
d)
The screen will change, and is split into three sections: Customer details, Customer contact
details and Customer settings.
e)
Enter all the customer’s details into the available fields, any fields with a red border are required
fields.
f)
Within customer settings there is only one option; Allow customer venue management. If this
option is set to No then the venue will not have an option for Hardware, which means they
cannot add or delete hardware, configure or access any diagnostic options. If set to Yes, then
they will have all these options and an additional tab will be present within the Venue
management screen called Hardware.
g)
Click the Save details button once fully completed.
h)
You will be taken back to the main customer area, the new customer will be at the top of the
screen.
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2.
Bulk upload
When adding Customers, Venues, Groups or Users you can use the bulk upload option, this will
make the process quicker if you have more than one to create or have them already set up in a csv
file.
a)
Click the Create new customer button.
b)
A drop down will appear, giving you the option to ‘Add a single customer’ or ‘Bulk upload .CSV’.
c)
Click the option Bulk Upload .csv.
d)
The following page will load.
e)
You will be presented with 3 bulk upload sections:
i)
ii)
iii)
f)
Each section will have 3 steps:
i)
ii)
iii)
g)
Customers.
Groups & Venues.
Users.
Download template and instructions.
Browse.
Upload customer .csv file.
You will need to follow these steps in order.
i)
Step 1
(1) Click the ‘Download template and instructions’ option.
(2) A file will be downloaded to your computer, this will contain the following files:
(a) Customer sample csv.
(b) Customer template csv.
(c) WiFi customer bulk upload guide.
(3) The 2 csv files, Customer sample is populated with example data. Customer template is
for you to populate yourself.
(4) You also have the guide that will advise which fields need to be populated and explain
what is included in the csv files.
(5) Once you have read the guide you need to populate your template called Customer
Template with your selected choice of data.
(6) Now save the file to your computer.
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ii)
Step 2
(1) Click the Browse button.
(2) Navigate to where you saved your csv file.
(3) Select it and click open.
(4) The file name will appear next to the browse button.
iii)
Step 3
(1) Click Upload customer .csv file.
(2) As long as no errors were detected the new data will be uploaded. If there are any
errors then the process will stop and an error message will appear. The most common
error will be when you have left a required field empty.
3.
Creating the venue for the first time
When creating the first venue for a customer you will be given two additional buttons to help adding
a venue or groups. The wizard will guide you through the whole process of creating a venue and
also adding hardware, setting up social links and applying any relevant options. You can select not
to use the wizard and go through the tabs separately if preferred.
a)
Click the
will appear,
icon to the left of the new customer, the area will expand and the below message
b)
Click the link Click here.
c)
The customer management screen will load.
d)
Click the option Add your first venue now.
e)
The wizard will begin, there are 4 stages to the wizard but certain areas can be skipped.
f)
You can cancel the wizard at any point by clicking the
venue option on the left of the screen.
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icon at the end of the Create new
i)
Stage 1 - Location details
(1) Fields with a green tick
icon are fields that have valid information already entered.
(2) Fields with a grey tick
icon are fields that are empty but will need to be populated.
(3) Fields with a red cross
icon are fields that have been missed or the information
entered is not valid.
(4) Enter the information for the fields that have the
icon, they will then change to
icons once populated.
(5) Click Next.
(6) The screen will update. We put together a starter pack to help you with your new
venue, this might be useful if this is the first venue you are setting up or you are
setting it up for a specific purpose. This screen is asking if you would like a copy of the
starter pack.
(7) You have 3 options, you will need to select one to continue:
(a) I already have a copy of the starter pack, thank you
This will allow you to continue with the wizard without downloading.
(b) I would like to download a copy of the starter pack now
This will download a copy to your PC.
(c) Please email me a copy of the starter pack
When you select this option an additional field will appear, the user’s email (who is
logged in) will appear in the box but this can be changed if required.
(8) Select one of the above options and then click Next.
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ii)
Stage 2 – Hardware details.
(1) You can set up the hardware now or later.
(2) Select No, thanks to complete at a later time.
(3) Select Yes, configure now to set up the hardware now.
(4) The first option to select is the Router type from the drop down list.
(5) Once the router is selected more fields will become available, you now need to add the
MAC address and give a unique name (if required).
(6) Once the last part of the MAC address is entered, 3 additional buttons will become
available. These are:
(a) Download Instructions
Will download the step by step instructions for flashing the selected router.
(b) Download Firmware
Downloads the specific file for flashing the selected router.
(c) View online instructions
Opens a webpage and displays the instructions for flashing the selected router and
also a link to download the specific firmware for the selected router.
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(7) Select the relevant option and follow the instructions to flash the router.
(8) When router has been flashed, a second set of hardware options will appear back in the
portal.
(9) You can select and set the following:
(a) Two public networks
One is set to Purple WiFi and the SSID cannot be edited, the other will be set to the
name of the venue and this SSID can be edited. Either of these public networks can
be switched off but at least one needs to be on.
(b) Private network
This is an additional but private network and is aimed at staff use, personal use etc.
When switched on, the system will automatically assign an SSID and WPA2 key but
these are editable.
(10) Once these options have been set click Next.
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iii)
Stage 3 – Social configuration
(1) You can now configure your social media or skip and complete at a later date.
(2) Click Yes, thanks to complete now.
(3) The screen will update, a drop down list will appear.
(4) Click the drop down and choose your first social media to enable. (Facebook in this
example)
(5) You can now add the Facebook page URL or ID.
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(6) Once entered click Lookup.
(7) The system will search for the details entered and return the results.
(8) You can click the binoculars
icon to check results are correct. This will open
Facebook and take you to the page from the results.
(9) Click OK if the search result were correct.
(10) An additional option will appear at the bottom of the screen.
(11) Select Yes or No to enable Ask for Facebook ‘Like’.
(12) Then click Next.
(13) The screen will show the social media account just added, you can now click the button
‘Add more social accounts’ to network to add any further social media accounts and
follow the instructions as documented in the previous steps. When you click back into
the drop down list, any social accounts already added will be greyed out.
(14) You can also click the pencil
icon to edit the account or the
(15) Once all social media accounts have been added click Next.
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icon to delete it.
iv) Stage 4 – Access options
(1) You will now be presented with two questions.
(2) Would you like to turn on Seamless login?
(3) Seamless login makes it easier for users returning to the venue to get online quicker,
they will not have to authenticate again but will be presented with an online splash
page or URL redirect.
(4) Would you like to turn on verify identity via SMS?
(5) Requesting users to verify access users with their SMS is a good way to ensure that the
user is providing some correct information, and are then traceable should they be in
breach of your terms and conditions. This may be a legal requirement in your country.
(6) Select Yes or No for each questions
(7) The following message will appear on the screen advising the venue has now been
setup.
(8) You will then be redirected back to the venue management area, your new venue will
appear on the left.
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4.
Creating a venue manually
If you do not want to use the wizard you can add venues manually.
a)
Click the
icon to the left of the new customer, the area will expand and the below message
will appear:
b)
Click the link Click here.
c)
The customer management screen will load.
d)
Click either the Add button or the
e)
The following window will open:
icon and select Add new venue from the drop down.
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f)
You now have the option to use the wizard or not. Your selection will determine what screen
appears next.
g)
Select the option No, use standard.
(1) The right-hand side of the screen will now become active and one tab will appear called
Details.
(2) Enter the venue’s details. Again, any fields with a red border are required fields.
(3) Once completed, click the Add venue button.
(4) The venue will now appear on the left under the customer’s name.
(5) Additional tabs will also appear on the right-hand side, they are:
(a)
(b)
(c)
(d)
Details
Social
Hardware
Options
(6) Each tab has specific details that need to be set for the venue.
(7) Click the Social tab. This section allows you to specify which social media authentication
methods are available to your visitors. At present they are all set to No.
(8) To activate a social access click the
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button.
(9) The button will change to Yes and extra options will expand below. Any social media
authentication method used will require a ‘social ID’. Assuming you have a company
account for the social media platform in question, you can find your social ID here.
(10) Click the Get Social ID button, the following window will open.
(11) Just type your company name in the window and we will do the rest. Another window
will open advising you of the ID. Click OK.
(12) You will go back to the Social screen and the ID will have automatically updated. You
can now follow the same instructions for the remaining social media platforms as
required.
(13) Click Save Social when all social access has been completed.
(14) Now click the Hardware Tab, here we can associate hardware to the venue.
(15) Click the Add hardware button and the right-hand side of the screen will change,
allowing you to add the hardware details.
(16) First we need to add a name for the hardware. If this field is left blank the model
number will be added as default.
(17) Select the Router type by clicking the drop down menu, all supported routers will be
displayed. If your hardware is not in this list please contact your account manager.
(18) When the router is selected the
icon will change to a
to show it is
completed correctly.
(19) Now enter the Router Mac Address into the available boxes (you can find this
underneath the hardware itself). When it has been entered the question mark icon will
change to the green tick.
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(20) When both
icons are
icons an additional button will appear called
Download Instructions and the Save Details button will become active.
(21) Click the Download Instructions button, this will take you to the support site and
specifically to instructions on your hardware. The make of the hardware will determine
the instructions. If the hardware can be flashed with our firmware you will get
instructions on how to flash your router and also a link for you to download the
firmware. If it cannot be flashed, the instructions will be specific on how to activate via
the cloud and the hardware’s own user interface.
(22) Click back into the portal and click the Save details button.
(23) The information will save and an additional set of network options will load. This will
only happen with flashed hardware.
(24) From here you can set the following:
(a) Number of public networks
You can have two public networks with different SSID names, one will default to
White Label and the other can be renamed as required.
(b) Session length
You can specify how long a user can stay connected once they authenticate.
(c) Idle Timeout
When no data is transferred you can specify a length of time before the user is
logged off.
(d) Download speed limit
The maximum download speed the user will be limited to.
(e) Upload speed limit
The maximum upload speed the user will be limited to.
(f)
Allow HTTPS redirection
Setting to Yes will force quest users to be redirected to the splash page if they try
to access a HTTPS (SSL) website whilst not yet authenticated.
(g) Private network
Switching this on will allow the venue to have a private network as well as the
public one, this is ideal for staff members to access.
(h) Wireless Radio settings
Set the wireless settings for both 2.4 and 5GHz channels.
(25) Once you have set these additional options, click the Save settings button.
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(26) The screen will update advising that your hardware was successfully added. You can
now add further hardware if required.
(27) An additional
icon will appear under Actions and clicking this will give the following
options for flashed hardware:
(a) Edit
Allows you to edit the name, router type and MAC address.
(b) Config
Will bring up the second set of network options.
(c) Status
Gives current router status, last polled, external IP, internal WAN IP, Model,
firmware version, MAC address, VPN status, any connectivity outages and active
WiFi users.
(d) Diagnostics
In this area you will get some similar information to the status option but with
some additional tasks, they are as follows:
(i)
Load Average / Uptime
This tool indicates when the router came online, how long it’s been online and
how much time it took for the router to load up (average load times: mean,
median, mode).
(ii) Scan
Performs a scan SSiD Probe, this to indicate if the SSiD's configured via the
config page. You can use this to determine if the SSiD’s you have set are being
broadcasted or not.
(iii) Top
Displays the files within the core folder on the router and their current status.
(iv) Available Memory
How much RAM memory is available; TP Links have about 128mb of RAM. If a
lot is being used this means the router is under high load; if no one is using the
router and its RAM is being highly utilised it means there is a running process
zapping RAM.
(v) Running Processes
Indicates what processes are running on the router.
(vi) Disk Space
How much RAM is available on the router per root directory.
(vii) ARP List
The External IP address it has been assigned and the device mac it’s connected
to.
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View Syslog
Log recording of the commands performed. Every 5 minutes or so it will
schedule out to the cloud server to download the getConfig.sh file. This will let
you know if the latest update was taken or not. For example, after you change
a setting on the router’s Config via the portal you need to allow up to 5 minutes
for the change to take effect. This option doesn't really need to be reviewed. If
you want to speed up the router to implement a new config setting just restart
it.
(viii)
(ix) NSLookUp
Performs and NSLoopUp to bbc.co.uk via the local gateway device, a basic
check to see if it can contact the World Wide Web.
(x) Speed test
Downloads a 10Mb file as quickly as possible to show a crude reading of the
transfer speed via the Ethernet WAN port. Can help indicate how fast the onsite
broadband service is (+/- 20% accuracy). Whilst there is no minimum
broadband speed requirement for the WiFi hotspot service; the faster the
broadband speeds, the better the experience for each user and the total
number of users that are able to connect with a decent transfer speed.
(xi) Ping Test
Quick Ping test to bbc.co.uk to check the latency. If the latency figure is high
this means the network has poor latency out to bbc.co.uk, this can be a sign of
poor broadband speeds.
(xii) Trace route test
Performs a trace route to our DNS, this will check the latency hops to see at
which point the latency deteriorates extremely.
(xiii) Reboot Device
To restart the router. Once done: remember the diagnostic tools will not work
until the router comes back online. Remember this will drop any (all) the users
connected to the WiFi service. Users will need to re-connect to the WiFi service.
(xiv) Restart Hotspot
Used if the SSiD’s are not broadcasting, once done will take a minute or two for
the WiFi service to start broadcasting again. Remember this will drop any (all)
the users connected to the WiFi service. Users will need to re-connect to the
WiFi service.
(xv) Run Cloud Config Script
Forces a check against our cloud server to make sure the router has its latest
applied settings.
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(e) Delete
The ability to delete the hardware.
(28) The final tab is the Options tab, here you will find a number of options to set.
(a) Seamless Login
This allows for faster access to the network for repeat users.
(b) Ask for Facebook ‘Like’
This will prompt Facebook users to ‘Like’ your Facebook page before accessing your
WiFi.
(c) Verify Identity via SMS
This will prompt users to enter a code sent to them via SMS before they can access
the WiFi.
(29) Once set, click the Save Options button.
5.
Creating a new group(s)
Creating groups helps manage venues. You can also grant access at group level, assign splash
pages and view group reports.
a)
Click either the Add button or click the
menu.
icon and select Add new Group from the drop down
b)
The screen on the right will change, give the group a name.
c)
Click Add Group to create the group.
d)
The new group will appear on the left under the customer and venue details. (if you created the
venue first)
e)
To place a venue into a group, click and hold the drag handle
drag and drop it into the group created.
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icon next to the venue and
6.
f)
The view will change and now displays the venue under the group as below.
g)
You can delete either the group or the venue by clicking the delete
entity.
h)
Clicking the pencil
details.
i)
Clicking the eyeball
icon will impersonate at that particular level. This means your view will
change to match that level of login. Either Customer level, group level or venue level.
icon next to the relevant
icon will change the screen on the right allowing you to edit any of the
Creating a new user(s)
a)
Click the Users tab on the left-hand side of the screen.
b)
Click the Add new user button.
c)
The Create new user area on the right will appear.
d)
Enter the User’s details in the available fields on the right. Any fields marked with a red border
are mandatory.
e)
Change the Active Account option to Yes. This will make the user live, if this is set to No the
user will go to the Locked Users area on the right of the screen. These users can be activated at
a later date.
f)
Select the Access Level by clicking the Change access level button.
g)
The following window will open.
h)
Select the level from the drop down menu, available levels are:
i)
A Reseller
This user will have access to all customers on the portal.
ii)
A Customer
This user will only have access to their own venues.
iii)
A Group
This user will have access to any venues within the group selected.
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iv) A Venue
This user will only have access to their specific venue but you can also limit what can be
done at venue level. The available options are:
v)
Manager
Can see, access and create within the venue management area, they can also add new
users.
vi) User
Can see, access and create within the venue management area but cannot create new
users.
vii) Restricted user
Can only view information, they cannot create anything or create new users.
7.
i)
Once a level is selected further options will appear. The level you select will determine which
additional options appear.
j)
Once selected, click Save.
k)
Now all details have been entered for the new user, click the Save user button.
l)
The new user will appear on the left of the screen. An email will be sent to them, giving all
access details providing the Active user option was set to Yes.
Customer/Venue Management
a)
Once back in the Customer Tab the customer just created will be displayed at the top of the
screen.
b)
You can expand a customer using the
venues associated to this customer.
c)
You can Edit the customer details by clicking the
icon. From here you can also add and
manage your customer’s venue details, associated hardware, groups, users and privileges.
d)
You can also Impersonate a customer by clicking the
icon. This will allow you to edit and
manage areas of your customer’s setting on their behalf if you need to do so.
icon. This will then show any groups, users and
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ORDERS
Once the customer and venue(s) have been created and hardware assigned to the venue(s) they will
receive a 30 day trial license for the Premium WiFi. When this expires they will revert to the free version
of the customer portal and lose functionality. To keep the user’s functionality intact you will need to
raise an order for a license for that customer.
1.
Order Tabs
Within Order are three tabs, you can click into each to view the relevant details. These are:
2.
a)
Deals
Any saved or submitted deals that are still pending a decision will be displayed.
b)
Orders
Any deals/orders that have been submitted that have either been accepted or rejected.
c)
License
Any accepted deals/orders will be displayed, any location based services licenses can be
assigned to a venue from here also.
Placing an Order
To place an order you must first register the deal on the portal.
a)
Registering a deal
i)
Click the Create new deal button.
ii)
Four tabs will appear, the tabs have to be completed in order and you cannot go to the next
tab until all required information has been inputted. The tabs are as follows:
(1)
(2)
(3)
(4)
Who’s involved.
About the deal.
Products.
Review & submit.
25
iii)
Who’s Involved
(1) First select the distributor from the drop down menu.
(2) Enter the Deal name.
(3) The Partner details will automatically be populated.
(4) Find the End customer by selecting either of the two buttons.
(a) Find Existing customer
This will open a window to enter the customer details to search.
(b) Create customer now
This will allow you to create the customer within this area.
(5) Enter the Partner contact details, all these fields are mandatory.
(6) Enter the End customers contact details, all these fields are mandatory.
(7) Select the Account manager from the drop down menu.
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(8) Once all the details have been entered you can either select:
(a) Save
This will save your deal, you do not need to continue with the remaining tabs. At
the top of the page the order ID will appear.
(b) Save and continue
This will save the details and continue to the next tab.
Order ID 445927047 (12/09/2014) Dom's WiFi
TIP!
You can set the default view when you click into the Orders tab, within the Deals and Orders tabs are
Star icons. Whichever tab has the gold star will be the default tab. To change simply click the grey star,
this will then change to gold and be the new default.
iv) About the deal
(1) Enter the details about the deal in the empty text box.
(2) Select the venue type from the drop down menu.
(3) Now enter the approximate venue size, select either Square feet or Square meters from
the drop down menu.
(4) Select the primary technology installed from the drop down menu.
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(5) Finally enter the close date, clicking into the field will open a calendar to select your
date.
(6) As with the previous tab select either Save or Save and continue.
v)
Products
(1) Select the License period from the drop down menu, available options are:
(a) 1 Year
(b) 3 Years
(2) Select the currency from the drop down menu, available options are:
(a) £ - GDP
(b) € - Euro
(c) $ - USD
(3) Select the basic license type, click the No button to change it to Yes if you want to
activate either:
(a) Guest access WiFi
Required for the Verizon features.
(b) Content filtering
An additional option for limiting access to inappropriate material, making the venue
family-friendly.
(4) A Billing model required drop down will appear once a license type is changed to Yes,
available options are:
(a) Access point
(i) No. of access points/licenses
(ii) Venue
(b) Concurrent
(i) Number of concurrent users
(ii) License type
1.
2.
Single
Multi
(iii) Venue
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(5) Now select the Advanced license type, the only available option is Location based
features. If this is turned on, an additional field will appear allowing you to enter the
number of access points. It will automatically start at 3 as this is the minimum
requirement.
(6) On the right hand side of the screen a cost breakdown will appear as soon as a license
type has been selected. The order cost will change as you add more features or
licenses. The breakdown cost will be in the currency you selected from the currency
drop down menu.
(7) Select either Save or Save and continue.
vi) Review & Submit
(1) You can now review the details you have entered, the screen is split into three areas:
(a) Partner details
(b) About the deal
(c) Products chosen
(2) There is a pencil
icon at the end of each section, clicking this will allow you to alter
any of the details before you submit them.
(3) Once happy with all the information entered you have three options:
(a) Cancel and delete this order
This will cancel and delete all the details entered.
(b) Save this order for later
This will save your details in the portal but not place the order, this order can be
accessed at a later date.
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(c) Place this order now
Places the order now in the portal for review from the distributor.
(4) You will be taken back to the Orders tab and the new deal will appear at the top of the
screen and initially highlight Green.
(5) The order will stay in the Deal tab until the distributor either accepts or rejects the
order. It will then move into the Orders Tab.
(6) The order Statuses are as follows:
(a) Pending Orders
An order has been placed but the Distributor has yet to accept or reject the order.
(b) Accepted Orders
The Distributor has accepted the placed order and the license(s) is ready to assign.
(c) Rejected Orders
The Distributor has rejected the order and so no license(s) will be available.
3.
Saved deals
a)
Any deals saved and not yet submitted will also appear in the deals tab, under the heading Deal
Status it will show Not submitted and under the heading Action Required it will display either:
i)
ii)
iii)
b)
4.
Submit deal
Select Products
Review and submit
The Action required will determine how far through the process you originally went before
Saving and not continuing. When you click on the action required for the relevant deal you will
be taken to that point in the process that needs completing.
Orders Tab
a)
Within this tab all Accepted and Rejected orders will be displayed. It will display the following
information:
i)
ii)
iii)
iv)
v)
vi)
vii)
b)
Reference number
Quote/deal name
Date Created
Distributor
Deal Status
End Customer name
Action Required
Clicking Accepted under the Action required heading will take you to the License tab and will
only display the license information for this specific deal.
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TIP!
You can filter your orders by the Name, Status and/or by Distributor. You can also filter according to a
specific date range by clicking on the calendar icon and selecting the ‘to’ and ‘from’ date range you wish
to view.
5.
License Tab
a)
When a distributor approves an order you will see the licenses that have been generated on this
tab.
b)
The following information is displayed:
i)
ii)
iii)
iv)
v)
vi)
vii)
viii)
c)
Purchase date
Period
Order number
Products
Customer
Venue
Distributor
Expiry date
If the license is for location based services you can attach the license to a piece of hardware. To
do this:
i)
Click the Assign now option under the Venue header.
ii)
A window will open with two drop down menus to select the:
(1) Venue
(2) Hardware
iii)
When complete click the Assign button.
iv) Licenses for Guest WiFi and content filtering will be applied automatically by the system at
Customer level, this mean any venues created under that customer will automatically have
a premium license.
v)
If the license is set to expire in the next 30 days it will be highlighted in red in the list and
Renew button will be available to select. This will then take you back to the ordering
process.
TIP!
You can filter your licenses by the Status, Customer, Venue, Distributor or by all.
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REPORTS
The reporting area gives you a summary of the activity at the venues of the customers you have added
to the portal. The reports are split into three different areas.
1.
2.
Reports Summary
a)
Users by day
This area graph shows the unique authenticated users per day for the past 28 days, split by
gender. It does not take into account multiple visits by the same user on a single day.
b)
Cumulative users and sessions
This line graph shows the cumulative number of users and sessions over the past 12 months.
Each month is the total number of users to that month. Users are unique and sessions are the
number of authenticated sessions (i.e. any visit by any user).
c)
Users by month
This area graph shows the number of unique authenticated users per month for the past twelve
months, split by gender. It does not display repeat visits in a month.
d)
Users by month (new vs repeat)
This area graph shows the number of unique authenticated users per month for the past twelve
months, split by new vs repeat users. It does not display repeat visits in a month, or repeat
visits by a new user within the same month.
e)
Top venues by daily average (last 28 days)
This column graph shows which of your venues have been busiest (looking at the daily average
of unique visitors) in the past 28 days, split by gender. It only considers users per day and
doesn’t include repeat visits in the same day.
f)
User demographics
This column graph shows the age/gender breakdown of your entire user database.
g)
User locations
This column graph shows visits to your venues grouped by country and gender. It comes from
the location set by users in their social media profiles, and may not include all users.
h)
Source network
This graph shows the number of WiFi users that have authenticated on your network, grouped
by gender and by the connection method that they used to authenticate.
Logins
This area will list all the venue locations for your customer’s and then breakdown how users have
logged into their WiFi network. It will list the number of users against the login method. You can
click a number under a social login and it will display the actual user’s details on the right-hand side
of the screen.
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3.
Routers
This area will list all the different venues for your customers and the following information:
i)
Router
Router make and model.
j)
MAC Address
MAC address for the routers.
k)
Internal IP
Internal IP address (only available on flashed routers).
l)
External IP
External IP address (only available on flashed routers).
m) Users
Number of users created for accessing this venue (only available on flashed routers).
n)
Last Polled
When the router was last polled (only available on flashed routers).
o)
VPN IP
The VPN IP address details (only available on flashed routers).
p)
VPN Status
Status of the VPN, either on or off (only available on flashed routers).
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SETTINGS
Within the settings area, you will see on the left-hand side of the screen your details as the reseller. You
can alter any of these details. On the right-hand side are all the users you or your customers have
added to the portal. You have the ability to add additional users if required, access existing users, delete
users, impersonate users and reset password.
1.
2.
3.
Add User
a)
Click the Add user button.
b)
The area on the right will change, fields will become available to create the new user.
c)
Please refer to the section called Add new user for further instruction.
Delete User
a)
To delete a user, first find the user in the list.
b)
Click their name on the right.
c)
The user details will load.
d)
Click the Delete button.
e)
A window will open asking for confirmation to delete this user.
f)
Click OK, the user will now be deleted from the portal and will no longer have access.
Reset Password
a)
To reset a user’s password, first find them in the list of users.
b)
Click their name on the right.
c)
The user’s details will load.
d)
Click the Reset Password button.
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e)
The following window will open:
f)
Enter a new password or select the tick option Auto generate-password. Select the other tick
option Send email to user.
g)
Once completed, click Reset Password button. If the option to email the user was selected, an
email will be sent to them with the new details.
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Should you have any questions regarding the Portal and its features, please contact:
(ENTER DETAILS HERE)
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