Adding a Site

Navigation:  Managing the Account > Set Up > Sites >

Adding a Site

Previous pageReturn to chapter overviewNext page

 

Overview

 

Adding a Site to an account is a task that can only be performed by the account administrator in the Admin Dashboard.

 

Step-by-step

1. To add a new site to the account, go to the Control Panel, click Set Up Button and, in the resulting row, select Sites Button to access the "Site Management" page.

 

Site Management Page

 

The "Site Management" page displays the sites contained in an account.

 

2. Click Add Site Button.

 

Add Site Properties Tab Edit

 

The resulting "New Site" page opens in edit mode and includes several tabs that need to be filled in (the "Speech" tab is only available if the subscription includes Speech applications). The "Properties" tab is open, by default.

 

3. Fill in the mandatory fields (marked with an asterisk) and, if required, the remaining fields.

 

Name *

Fill in the name of the new site.

 

TIPWe recommend you avoid special characters and consider the related best practices when you define a site's name:

Use alphabetic/numeric characters (a-z; A-Z; 0-9)

Underscore and/or dash characters are allowed

Always start the entity's name with an alphabetic character

 

Subscription *

Select an available subscription from the drop-down.

Timezone *

Select the site's timezone from the drop-down.

 

TIPRemember that the selected time zone always considers the corresponding DST.

Qualification

Select the qualification for the site that best suits your purposes from the drop-down (see Qualification):

"Production" - this qualification is used to represent a physical facility/working environment - this site is being used in day-to-day tasks.

"Acceptance" - a qualification for a site that mimics a physical facility/working environment and is used for specific testing.

If the tests prove successful, the site can be given the qualification "Production" and become a representation of a physical facility and its human resources.

 

"Test" - this qualification is appropriate for a virtual site meant for general testing.

"Development" - this qualification is reserved for sites that will be used for MCL application development. MCL-Designer is used to develop MCL applications and its subscription must be linked to the MCL-Mobility Platform subscription via its Development Station. See Development Stations.

 

NoteThe site's qualification CANNOT be edited after the site has been created.

Contact

Enter a contact number for the site.

Has Private Filebox

Check this option if you want the site to have a private filebox.

Device Name Prefix

If required, define a specific prefix to be applied to the name of the devices that wil be paired to the new site. The paired device's original name will be replaced with the defined prefix plus an incremental number.

 

If you do not set a prefix here but there is a defined device name prefix for the account (in the account's "Account Details" page), that prefix will be adopted by any devices being paired with this new site.

Update device name on move

If required, check this box to ensure that any devices that are moved onto this site have their names replaced with the defined device name prefix plus an incremental number.

 

If a prefix is not set here but there is already a defined device name prefix for the account (in the account's "Account Details" page), that prefix will be adopted by any devices being moved onto this new site.

Description

Add any notes you may find useful.

Logo

Add a logo to a site:

1. Click Change button.

2. In the resulting OS File Explorer window, select the appropriate image file.

3. Click Open to upload the logo.

Site Logo Change

The logo is displayed in the corresponding site's Site Dashboard. To edit the logo, see To Add a Logo to a Site.

 

4. Advance to the "Site Managers" tab.

 

Add New Site Managers Tab Edit

 

5. Add a site manager to the site. Use Add Managers button. See Adding a Site Manager to a Site.

 

Add Site Managers 1

 

NoteThe adding of a site manager to a site always implies the previous creation of site manager profiles. See Adding a User.

 

 

6. In the "Select Manager" window, select the desired site manager(s) by clicking the corresponding Check box.

 

Add Site Managers 2

 

If required, use search boxto filter the displayed information:

 

a. Enter what you want to search for - you can use the login, name, email or contact as a search parameter.

b. Click lupa button or press <ENTER> in your PC keyboard to initiate the search.

c. End the search operation by emptying the search box and clicking lupa button OR Emptying the search box and pressing <ENTER> in your PC keyboard OR clicking the Delete Search Iconicon.

 

7. Click Add Check Gray Button to apply your choice(s).

 

8. Go to the "Device Types" tab.

 

Add Site Device Types Tab

 

9. Click Restrict Site to Device type button to open a window with a list of available devices.

 

Site_Details4

 

If required, use the search box or the drop-down with the available manufacturers Manufacturer drop down box1 to filter the displayed information.

 

10. Select the required device model(s) by checking the corresponding Check box. If no device types are specified, all are available for the current site.

 

11. Click Add Check Gray Button to apply your choices.

 

12. Move on to the "Custom Labels" tab.

 

Add Site Cust Field Lab Tab

 

13. If required, replace the default labels of the fields displayed in the "Device Details" and/or the "Operator Details" page. These fields are mandatory, meaning, they have to be filled with either the default options or with your suggestions.

 

TIPThis label customization is only necessary if you require more specific details about a device, an operator or peripheral devices.

Replace the default labels for labels that represent the information you want to retrieve.

Ex: If you want to use one of the fields to view when a device was acquired, replace "Info 1" for "Acquisition Date". All devices now have a field, in the "Device Details" page, to fill in with the required information, meaning, the date the terminal was acquired.

 

14. Go to the "Location" tab.

 

Add Site Location Tab

 

15. Enter the site's address in the "Address" box.

 

16. Click Update Map Button to view the site's location on the map.

The map is automatically displayed as soon as you click Confirm button but, at this point, continue to the next tab.

 

17. Continue to the "Languages" tab.

 

Add Site Languages Tab

 

18. Click Add Operator Lanuage button to open a window with the available languages.

 

Site_Details8

 

19. Select the required language(s) by checking the corresponding Check box. If no languages are specified, all are available.

 

20. Click Add Check Gray Button to apply your choices.

 

If required, use the search box to search for a specific language.

 

a. Enter what you want to search for.

b. Click lupa button or press <ENTER> in your PC keyboard to initiate the search.

c. End the search operation by emptying the search box and clicking lupa button OR Emptying the search box and pressing <ENTER> in your PC keyboard OR clicking the Delete Search Iconicon.

 

21. Go to the "Applications" tab.

 

Add Site Applications Tab

 

22. This tab provides you with the possibility to add roles to an operator. There are four default roles available, but you can add more, according to the internal organization of your company. All of these options are displayed in the "Role" drop-down list option of the "Operator Details". See Operator Details.

 

23. Proceed to the "Speech" tab. This tab is only available if the account's subscription includes speech services.

 

Account New Site Details Speech Tab

 

This tab allows you to decide on the type of speech profile management:

 

Global Speech Profile management - the speech profiles are created/edited within the Admin Dashboard and are available for all the existing sites. This means that the Site Dashboard of each site will not have the corresponding "Speech Profiles" sub-module available because all management decisions will occur in the Admin Dashboard's "Speech Profiles" module.

 

Local Speech Profile management - The speech profiles are created/edited within a site and only available for that site (to its operator groups/operators).

 

The profile management is done within the site's "Speech Profiles" sub-module (included in the "Operators" module") which is made available as soon as you check the "Enable Local Management" option in this tab.

 

24. If you want all speech profiles being used in the account's sites/operator groups/operators to be managed at account level, do NOT check the "Enable Local Management" option.

If you want to award the selected site with local speech profile management, check the "Local Management" option. This will activate other options regarding speech files and language selection.

 

Account New Site Details Speech Tab Check Local Manag

 

25. Select output/input languages and, if necessary, add technical profiles and/or language files (speech resources).

Open the side tab(s) you want to add files/information to.

 

hmtoggle_plus1Click Here to Add Resources to the "TTS Speech" Tab

 

ASR Speech side tabClick Here to Add Resources to the "ASR Speech" Tab

 

Accent File(s) side tabClick Here to Add Resources to the "Accent File(s)" Tab

 

Technical Profile(s) side tabClick Here to Add Resources to the "Technical Profile(s)" Tab

 

26. Go to the "Network Profiles" tab.

 

Add Site Network Profiles Tab Edit

 

27. Define the required network profiles from the respective drop-down.

 

Cellular

Select the desired cellular profile from the drop-down (see Profiles).

"<None>" - there is no cellular network profile defined for the current site.

"<Default>" - the account's default cellular network profile (NOT editable - it is defined in the corresponding tab of the "Account Details" page).

a cellular network profile created in the site's "Profiles" sub-module (included in the "System" module of the "Control Panel").

a cellular network profile created in the account's "Profiles" sub-module (contained in the "System" module of the "Control Panel").

 

If required, click Edit Profile button_New to access the defined profile's details page and edit the profile. See Editing a Cellular Network Profile.

If you have selected "<None>" or "<Default>", this button will lead to the general "Profile Management" page.

 

Use the Button_Refresh_New2 button to refresh the cellular network profile list.

Description box

Relevant information about the cellular profile (notes added in the profile's details page).

WiFi

Select the intended Wifi network profile from the drop-down.

"<None>" - there is no Wifi network profile defined for the current site.

"<Default>" - the account's default Wifi network profile (NOT editable - it is defined in the corresponding tab of the "Account Details" page).

a Wifi network profile created in the site's "Profiles" sub-module (included in the "System" module of the "Control Panel").

a Wifi network profile created in the account's "Profiles" sub-module (contained in the "System" module of the "Control Panel").

 

If profile edition is required, click Edit Profile button_New to access the defined profile's details page. See Editing a WiFi Network Profile.

If you have selected "<None>" or "<Default>", this button will lead to the general "Profile Management" page.

 

Use the Button_Refresh_New2 button to refresh the wifi network profile list.

Description

Relevant information about the Wifi profile (notes added in the profile's details page).

 

 

Note

The site will have access to cellular and/or wifi network profiles that were created in the account's "Profiles" module as well as the ones created in its own "Profiles" sub-module. Each network profile created, at account level, can have one of 4 qualifications (Production; Acceptance; Test or Development). The site will only have access to the network profiles that are compatible with its own qualification. (Qualifications are set in the "Properties" tab).

Qualification hierarchy is as follows:

A Production qualified Site can ONLY access/use Production qualified Profiles.

An Acceptance qualified Site can access/use Production and Acceptance qualified Profiles.

A Test qualified Site can use Test, Production and Acceptance qualified Profiles.

A Development qualified Site can use Profiles with all qualifications.

 

 

28. Go to the "Time Period" tab.

 

Add Site Time Period tab

 

29. Define the required time period profile.

 

Time Period Profile

Select the desired time period profile from the drop-down (see Profiles).

"<None>" - there is no time period profile defined for the current site.

"<Default>" - the account's default time period profile (NOT editable - it is defined in the corresponding tab of the "Account Details" page).

a time period profile created in the site's "Profiles" sub-module (included in the "System" module of the "Control Panel").

a time period profile created in the account's "Profiles" sub-module (contained in the "System" module of the "Control Panel").

 

If required, click Edit Profile button_New to access the defined profile's details page and edit the profile. See Editing a Time Period Profile.

If you have selected "<None>" or "<Default>", this button will lead to the general "Profile Management" page.

 

Use the Button_Refresh_New2 button to refresh the cellular network profile list.

Description box

Relevant information about the time period profile (notes added in the profile's details page).

 

30. Save your changes (in all tabs) by clicking Confirm button.

 

The page is set to view mode and the new site is, now, displayed in the Admin Dashboard's "Site Shortcuts" section.