Configuring CMX Visitor Connect
September 4, 2014
This chapter highlights the configuration options available for CMX Visitor Connect, including creating splash pages and social connectors and applying them to floors, as well as configuring a Facebook social connector. Finally the configuration of Role Based Access Control (RBAC) for the overall CMX Connect & Engage service is discussed.
Note The configuration of CMX Facebook Wi-Fi, which is a separate feature of the CMX Connect & Engage service, is not covered in the current version of the CMX CVD.
Configuring CMX Visitor Connect with Splash Pages and Social Connectors
To configure the CMX Visitor Connect service with a splash page and a Facebook social connector:
Step 1 From the MSUI dashboard, click the Connect & Engage icon to be taken to the CMX Connect & Engage UI. Alternatively you can directly go to the CMX Connect & Engage UI by going to the URL:
The default username is admin and the default password is admin, which should be changed. Configuring RBAC on CMX Connect & Engage discusses the configuration of additional groups and users for the CMX Connect & Engage service on the MSE.
Step 2 Click Visitor Connect > Splash Templates to display the Splash Templates Configuration screen, as shown in Figure 27-1.
Figure 27-1 Splash Template Configuration Screen
Existing templates are listed in the Splash Templates section of the screen. These can be edited by highlighting the template and clicking the Edit button. Click the Create button to create a new splash template, as shown in Figure 27-1.
Step 3 Figure 27-2 shows the available fields within the Add/Edit Splash Template screen.
Figure 27-2 Add/Edit Splash Template Screen
These fields include:
- Template Name—Multiple templates can be supported by CMX Visitor Connect. Enter a descriptive name for the template to distinguish it from other templates.
- Background—From the drop down menu adjacent to the Background field, select one of the pre-configured background images for the template. Alternatively, you can upload your own image to be used as the background for the splash page.
- Header—You can create a custom header which appears at the top of the splash page. For example, you can welcome guests to the venue via a simple text message. The appearance of the text can be customized by adjusting the font, font size, color, etc. Clicking the Source tab to configure the header directly in HTML markup if desired.
- Form Fields—The operator of the venue can optionally collect information from visitors in exchange for the use of the free Wi-Fi service. To use a form field within a template, it must first be created by clicking the Create Template Fields button. This displays the Create Template Field popup window, as shown in Figure 27-3.
Figure 27-3 Create Template Field Popup Window
Since multiple template fields can be added to a template, select a unique but obvious name for the template field which asks for the information to be collected. The venue operator can select Text if the guest is asked to fill in a simple text field. If the guest is asked to fill in a field with comma-separated values, the venue operator can select List. Once the form field is created by selecting the Create Field button, it appears in the drop-down menu of existing template fields under Pick from existing Template Fields, as shown in Figure 27-2.
Note Alternatively, the venue operator can follow the steps shown in the configuration wizard and create Template Fields prior to configuring Splash Templates. This is done by selecting Visitor Connect > Template Fields from the Splash Template Configuration screen, as shown in Figure 27-1.
- Terms & Conditions—This field can be used to generate a text field showing the guest, terms, and conditions for use of the Wi-Fi service within the venue. As with the Header field, the appearance of the text can be customized by adjusting the font, font size, color, etc. Click the Source tab to configure the terms and conditions directly in HTML markup if desired.
- Footer—You can also create a customer footer which appears at the bottom of the splash page. Again, the appearance of the text can be customized by adjusting the font, font size, color, etc. Click the Source tab to configure the footer directly in HTML markup if desired.
Once you have entered the details for the splash page, click the Next button at the bottom of the page. This takes you to the Add Configuration screen, as shown in Figure 27-4.
Figure 27-4 Splash Page Ad Configuration
Step 4 Optionally, enter an Ad Script in the field provided. The Ad Script is an optional step which can be used to position marketing content (which may be located on a separate server) to the visitor, if desired. Clicking the Next button takes you to the social authentication step.
Step 5 To configure Social Authentication, in Figure 27-5 click the Create Social Connector button to display a dialog box (popup window).
Figure 27-5 Splash Page Social Authentication
Step 6 An example of creating a Facebook social connector is shown in Figure 27-6. In the Create Social Connector popup window, give a name to the social connector and enter the Facebook App id. The process of creating a Facebook App for social authentication is explained in Configuring Facebook App for Visitor Connect.
Figure 27-6 Create Social Connector
Click the Create Social Connector button to go back to the Social Authentication page.
Note Alternatively, your can follow the steps shown in the configuration wizard and create social connectors prior to configuring splash templates. This is done by selecting Visitor Connect > Social Connectors in the Splash Template Configuration screen shown in Figure 27-1.
You can also create a customer header and footer which appear at the top and bottom of the page when the visitor is redirected to authenticate to social media. The appearance of the text can be customized by adjusting the font, font size, color, etc. Clicking the Source tab to configure the header or footer directly in HTML markup if desired.
Step 7 To enable Facebook social authentication for the splash page, select the checkbox next to Facebook which is adjacent to the Social Auth: field, as shown in Figure 27-7.
Figure 27-7 Enable Social Authentication
Click the Submit button at the bottom of the screen to save the changes.
Step 8 Once the splash template has been saved, it can be applied. Splash templates can be applied across a campus, within a venue (which corresponds to a building), within a floor, or within a zone. To do this, select Maps, located on the left panel of the CMX Connect & Engage service. This displays the Maps screen, as shown in Figure 27-8.
Figure 27-8 Apply Splash Templates to Maps
Expand the maps tree until the particular campus, venue, or floor is visible and select it. In the drop-down menu next to Visitor Connect Splash Template, select the appropriate splash template. Click the Submit button to apply the template.
Configuring Facebook App for Visitor Connect
In this section we create an example Facebook application that can be used as a social authenticator with a splash page. While it is possible to use a Google+ app login and/or LinkedIn app, they are not covered as part of this version of the CMX guide. To get started with a Facebook App, log in to the Facebook developer portal at the following URL with your Facebook ID:
Step 1 Click Apps > Create a New App to get started, as shown in Figure 27-9.
Figure 27-9 Create a Facebook App
Step 2 The Create a New App popup window is displayed, as shown in Figure 27-10.
Figure 27-10 Facebook App Details
Give a descriptive name to your new App. Also create a namespace for the App by making sure there are no spaces in the name.
Step 3 Once the App is created, make a note of the App ID. This is used as the Facebook App ID when configuring the social connector while creating a splash page template within CMX Visitor Connect. An example of the App ID is shown in Figure 27-11.
Figure 27-11 Getting the Facebook App ID
Figure 27-6 in Configuring CMX Visitor Connect with Splash Pages and Social Connectors showed where the Facebook App ID is applied within CMX Visitor Connect.
Step 4 Click the Advanced tab for the App, as shown in Figure 27-12.
Figure 27-12 Advanced App Configuration
Ensure that both Client OAuth Login and Embedded browser OAuth Login are enabled and in the “Yes” state. Under Valid OAuth Redirect URIs, enter the following URLs in the fields respectively:
- http://< MSE _IP_Address>:8083/visitor/login.do
- http://< MSE _IP_Address>:8083/social/login.do
- MSE _IP_Address corresponds to the IP address of the MSE.
This completes setting up the Facebook App to work with CMX Visitor Connect.
The Visitor Policy section of CMX Connect & Engage allows an administrator to set different usage quotas to users based on the User Group to which the visitor belongs. The User Group, in turn, corresponds to the login type the visitor used when connecting via CMX Visitor Connect. By default, all visitors who do not login with a social connector via the CMX Visitor Connect splash page are put in the Basic group. The Basic group is allocated a usage quota of 300 Mbytes of data for each 24 hour period. Visitors who choose to login via a social connector are put in to Social group and allocated a usage quota of 3000 Mbytes of data for each 24 hour period. This can be used to encourage visitors to use social connectors with splash pages. The usage quotas may be easily edited by clicking the Visitor Policy tab on the CMX Connect & Engage dashboard, as shown in Figure 27-13.
Figure 27-13 Visitor Policy Configuration
The administrator can also choose to enable or disable the use of usage quotas entirely within the Visitor Policy screen.
Server Settings allow you to configure retention time for visitor data. Server Settings can be accessed by clicking Settings > Server Settings from the CMX Connect & Engage page. The default retention time for visitor data is 180 days and can be configured globally according to the administrator’s requirements. Figure 27-14 shows an example of the Server Settings screen within CMX Connect & Engage.
Figure 27-14 Connect & Engage Server Settings
Configuring RBAC on CMX Connect & Engage
The CMX Connect & Engage service has its own role-based access control (RBAC) separate from the MSE itself. For role-based access control on the MSE, see Configuring Role-Based Access Control (RBAC) on the MSE in Chapter25, “Configuring the Mobility Services Engine for CMX”
CMX Connect & Engage provides very granular role-based access control (RBAC). Each role can be configured for each of the following 15 operations:
- Accounts—Allows members of the role to create, edit, and delete Accounts. Accounts are associated with different Campaigns and Banners.
- Banner Approver—Allows members of the role to approve Banners.
- Banners—Allows members of the role to create and edit Banners.
- Campaigns—Allows members of the role to create and edit Campaigns.
- Campaign Approver—Allows members of the role to approve Campaigns.
- CMX Mobile—Allows members of the role to access functions found under the Mobile App topic.
- Domain Setup—Allows members of the role to create, edit, and delete domains, which are found under the Settings topic.
- Floor Navigation—Allows members of the role to access Floor Navigation functions found under the Mobile App topic.
- Point of Interest—Allows members of the role to create, edit, and delete points of interest.
- Roles—Allows members of the role to create, edit, and delete Roles.
- Server Settings—Allows members of the role to access Server Settings functions found under the Settings topic.
- Users—Allows members of the role to create, edit, and delete Users. Users are associated to a particular role for role-based access control.
- Visitor Connect—Allows members of the role to create splash templates and configure social media connectors.
To configure RBAC, the CMX administrator must first login to the CMX Connect & Engage service running on the MSE via the graphical user interface (GUI).
The following provides an example of the URL to access the CMX Connect & Engage Summary page.
MSE_IP_Address is the IP address of the MSE server which is running the CMX Connect & Engage service.
Figure 27-15 is an example of the login screen which should be displayed.
Figure 27-15 CMX Connect & Engage Login Page
Upon logging in, the CMX administrator is automatically taken to the CMX Connect & Engage Summary page, as shown in Figure 27-16.
Figure 27-16 Example of CMX Connect & Engage Summary Page
The panel on the left side of the page has eight main topics for configuration of the CMX Connect & Engage service:
- Visitor Connect
- Facebook Wi-Fi
- Visitor Policy
- Mobile App
The CMX administrator must first configure one or more Roles by clicking the Settings topic on the panel on the left side of the page and selecting Roles from the drop-down menu which is displayed. This displays the Roles page, as shown in Figure 27-17.
Figure 27-17 Example of the Roles Page
When the CMX administrator clicks the Create New Role button, a popup page is displayed, as shown in Figure 27-18.
Figure 27-18 Creating a New Role
The popup window has fields for the Name of the role and an optional Display Name. The CMX administrator can then select from the available 15 operations discussed above to assign to the new role.
Clicking the OK button adds the new role with selected operations. Clicking Close cancels the addition of the new role.
Once the CMX administrator has added the new role, they can add individual users to the role by clicking the Accounts topic located in the panel on the left side of the main CMX Connect & Engage page. This displays the page where accounts and users are created, as shown in Figure 27-19.
Figure 27-19 Example of the Page to Create Accounts and Users
When the CMX administrator clicks the Add button (under the Active Users section toward the bottom of the page), the Add/Edit Users page is displayed, as shown in Figure 27-20.
Figure 27-20 Example of the Add/User Page
The Add/Edit User page has mandatory fields for the Display Name, Username, Password, Confirm Password, and E-mail address of the new user. The CMX administrator can also select the role to which the new user will belong from the drop-down menu in the Roles field. By default, new users are created in a status of DISABLED. To enable the new user, the CMX administrator must select the Make Active button
Clicking the Submit button adds the new user with desired role. Clicking Cancel cancels the addition of the new user.