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This chapter describes how to manage the Meraki organization, groups, locations, floors, and zones of the CMX Engage. This chapter also explains how to manage the proximity rules, apps, and BLE beacons.
The CMX Engage enables you to rename the default Customer name.
To rename the customer name, perform the following steps:
Step 1 In the CMX Engage dashboard, click Manage Locations .
Step 2 In the Locations page, click More Actions at the far right of the customer name.
Step 4 In the Rename - Root window that appears, enter the customer name you want.
The CMX Engage enables you to view the Meraki map and the users who have access rights to the Meraki Organization. Also, you can rename the Organization name, delete an independent Organization, and edit the Organization details.
To rename a Meraki Organization, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the organization that you want to rename.
Step 3 Click Rename Organization .
Step 4 In the Rename -meraki window that appears, enter the new name for the Meraki organization.
To delete a Meraki Organization, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the Meraki organization that you want to delete.
Step 3 Click Delete Organization .
Note The Delete location option is available for a Meraki Organization only if there is no location element under that organization. That is, to delete an organization, first you have to delete the location elements and sub groups under that organization, if any.
Note You cannot delete any organization that is associated with the experience zones or proximity rules.
To view the map for a organization, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Maps icon for the organization for which you want to view the map.
The map appears in the Maps tab.
Note The maps are displayed from the Meraki.
When creating users, you can provide access to an entire Meraki Organization.You can search for those users under that organization.
To search for a user in a Meraki Organization, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Users icon for that Meraki Organization.
Step 3 On the Users and Permission tab, enter the name of the user whom you want to search in the Search text field.
The user gets listed in the window.
The CMX Engage enables you to view the location map and the users who have access rights to the network. Also, you can rename the network name, and delete an independent network.
To rename a network, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the network that you want to rename.
Step 4 In the Rename - network window that appears, enter the new name for the location.
To delete a network, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the network that you want to delete.
Note The Delete location option is available for a network only if there is no access point under that network. That is, to delete a network, first you have to delete the access points under that network, if any.
Note You cannot delete any network that is associated with an experience zone or proximity rule.
To view the maps for a location, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Maps icon for the location for which you want to view the map.
The map appears in the Maps tab.
Note The map configured in the Meraki for the network is shown.
When creating users, you can restrict their access only to a particular location.You can search for those users under that location.
To search for a user in a network, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Users icon for that network.
Step 3 On the Users and Permission tab, in the Search text field, enter the name of the user of whom you want to search.
The user gets listed in the window.
The CMX Engage enables you to view the floor map and manage the users who have access rights to the floor. Also, you can rename the floor name, and delete an independent floor.
To rename a floor, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the floor that you want to rename.
Step 4 In the Rename -floor window that appears, enter the new name for the floor.
To delete a floor, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the floor that you want to delete.
Note If the floor that you delete has any zone under it, that zone is moved under the location after the deletion of the floor.
Note You cannot delete any floor that is associated with an experience zone or proximity rule.
The maps are displayed by default based on the map configuration in the Meraki. The CMX Engage enables you to display the Micello map for the floors. Also, you can upload external maps for the floors.
To view the map for a floor, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Maps icon for the floor for which you want to view the map.
The map appears in the Maps tab.
The CMX Engage enables you to configure Micello map for a floor or zone.
To configure the Micello map, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Maps icon for the floor or zone for which you want to configure the Micello map.
Step 4 In the Map Name text field, enter a name for the map.
Step 5 In the Enter Micello details area, choose whether you want to configure the Map ID or Map URL to display the Micello map.
Step 6 In the following text field, enter the Map ID or Map URL for the Micello map based on the previous selection.
Step 7 In the API Key text field, enter the API key for the Micello map.
The maps gets loaded from the Micello and appears in the page.
Note To configure a Micello map, you must have a Micello account. For a Micello account, contact support@micello.com.
The CMX Engage enables you to configure external maps of your choice for a floor or zone.
To configure an external map, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Maps icon for the floor or zone for which you want to configure the external map.
Step 4 In the Map Name text field, enter a name for the map.
Step 5 Click the Browse button and upload the image file for the map.
Note You can upload the map image file in png, jpeg, and gif formats.
When creating users, you can restrict their access only to a particular floor.You can search for those users under that floor.
To search for a user for a floor, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Users icon for the floor of which you want to find the user.
Step 3 On the Users and Permission tab, in the Search text field, enter the name of the user you want to search.
The user gets listed in the window.
The CMX Engage enables you to view the group map and view the users who have access rights to the group. Also, you can rename the group name, and delete an independent group.
To rename a group, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the group that you want to rename.
Step 4 In the Rename -group window that appears, enter the new name for the group.
You can add or remove the location elements from a group.
To edit a group, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the group that you want to edit.
Step 4 In the Edit Group window that appears, select the location elements that you want to be part of the group.
To delete a group, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the group that you want to delete.
Note The Delete location option is available for a group only if there is no location or sub group under that group. That is, to delete a group, first you have to delete the location elements and sub groups under that group, if any.
Note You cannot delete any group that is associated with the experience zones or proximity rules.
To view the map for a group, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Maps icon for the group for which you want to view the map.
The map appears in the Maps tab.
Note The map appears for a group only if it has at least one location under that group. The maps are displayed from the Meraki.
When creating users, you can restrict their access only to a particular group.You can search for those users under that group
To search for a user in a group, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Users icon for that group.
Step 3 On the Users and Permission tab, enter the name of the user whom you want to search in the Search text field.
The user gets listed in the window.
The CMX Engage enables you to view the zones map and the users who have access rights to the zones. Also, you can rename the zone name, and delete a zone.
To rename a zone, perform the following steps
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the zone that you want to rename.
Step 4 In the Rename- zone window that appears, enter the new name for the zone.
To delete a zone, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click More Actions for the zone that you want to delete.
Note You cannot delete any zone that is associated with the experience zones or proximity rules.
The maps are displayed by default based on the map configuration in the Meraki. The CMX Engage enables you to display the Micello map for the zones. Also, you can upload external maps for the zones.
To view the map for a zone, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Maps icon for the zone for which you want to view the map.
The map appears in the Maps tab.
When creating users, you can restrict their access only to a particular zone.You can search for those users under that zone.
To search for a user in a zone, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the Users icon for that zone.
Step 3 On the Users and Permission tab, in the Search text field, enter the name of the user of whom you want to search.
The user gets listed in the window.
You can add or remove access points to a zone.
To add additional access points to a zone, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the zone to which you want to add the access point.
Step 3 Click Modify Access Points .
Step 4 Select the check box for the access point that you want to add.
Step 5 Click Modify Access Points .
The access point gets added to the zone.
Note If there are no access points under that zone, the button name will be Add Access Points.
To remove an access point from a zone, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the zone from which you want to delete the access point.
Step 3 Click Modify Access Points.
Step 4 Unselect the check box for the access point that you want to delete.
Step 5 Click Modify Access Points .
The access point gets deleted from the zone.
You can pause a captive portal rule, and make it live again, whenever required. You can modify a captive portal rule, and delete it if required. You can create captive portal rules specific to a location element, and view them from the location hierarchy.
To pause a captive portal rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Captive Portal Rule .
The captive portal rules created get listed.
Step 2 Click the Pause icon that appears at the far right of the captive portal rule that you want to pause.
The captive portal rule is paused.
Note To pause multiple captive portal rules, select the check box for the captive portal rules that you want to pause, and click the Pause button that appears at the bottom of the page.
To restart a captive portal rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Captive Portal Rule .
The captive portal rules created get listed.
Step 2 Click the Make Rule Live icon that appears at the far right of the captive portal rule that you want to restart.
The captive portal rule is restarted.
Note To restart multiple captive portal rules, select the check box for the captive portal rules that you want to restart, and click the Make Rule Live button that appears at the bottom of the page.
To modify a captive portal rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Captive Portal Rule .
The captive portal rules created get listed.
Step 2 Click the captive portal rule that you want to modify.
Step 3 Make the necessary changes.
Step 4 To save the changes, click Save or to publish the changes, click Save and Resume .
Note A live rule will have only the Save and Resume option. When you click the Save and Resume button, the rule gets published with the changes.
To delete a captive portal rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Captive Portal Rule .
The captive portal rules created get listed.
Step 2 Click the Delete icon that appears at the far right of the captive portal rule that you want to delete.
Note To delete multiple captive portal rules, select the check box for the captive portal rules that you want to delete, and click the Delete button that appears at the bottom of the page.
To view a captive portal rule for a location element such as group, location, floor, and so on, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 Click the Proximity Rules icon for the location element for which you want to view the captive portal rule.
Step 3 Click the Captive Portal Rule tab.
The captive portal rules for the location element gets listed.
To pause an engagement rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Engagement Rule .
The engagement rules created get listed.
Step 2 Click the Pause icon that appears at the far right of the engagement rule that you want to pause.
The engagement rule is paused.
Note To pause multiple engagement rules, select the check box for the engagement rules that you want to pause, and click the Pause button that appears at the bottom of the page.
To restart an engagement rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Engagement Rule .
The engagement rules created get listed.
Step 2 Click the Make Rule Live icon that appears at the far right of the engagement rule that you want to restart.
The engagement rule is restarted.
Note To restart multiple engagement rules, select the check box for the engagement rules that you want to restart, and click the Make Rule Live button that appears at the top left of the page.
To modify an engagement rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Engagement Rule .
The engagement rules created get listed.
Step 2 Click the engagement rule that you want to modify. For a live rule, click the edit icon that appears at the far right of the rule.
Step 3 Make necessary changes.
Step 4 To save the changes, click Save or to publish the changes, click Save and Resume .
Note A live rule will have only the Save and Resume option. When you click the Save and Resume button, the rule gets published with the changes.
To delete an engagement rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Engagement Rule .
The engagement rules created get listed.
Step 2 Click the Delete icon that appears at the far right of the engagement rule that you want to delete.
Note To delete multiple engagement rules, select the check box for the engagement rules that you want to delete, and click the Delete button that appears at the bottom of the page.
To view an engagement rule for a location element such as group, location, floor, and so on, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 Click the Proximity Rules icon for the location element for which you want to view the engagement rule.
Step 3 Click the Engagement Rule tab.
The engagement rules for the location element gets listed.
You can pause a profile rule, and make it live again, whenever required. You can modify a profile rule, and delete it if required. You can create profile rules specific to a location element, and view them from the location hierarchy.
To pause a profile rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Profile Rule .
The profile rules created get listed.
Step 2 Click the Pause icon that appears at the far right of the profile rule that you want to pause.
Note To pause multiple profile rules, select the check box for the profile rules that you want to pause, and click the Pause button that appears at the bottom of the page.
To restart a profile rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Profile Rule .
The profile rules created get listed.
Step 2 Click the Make Rule Live icon that appears at the far right of the profile rule that you want to restart.
The profile rule is restarted.
Note To restart multiple profile rules, select the check box for the profile rules that you want to restart, and click the Make Rule Live button that appears at the bottom of the page.
To modify a profile rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Profile Rule .
The profile rules created get listed.
Step 2 Click the profile rule that you want to modify.
Step 3 Make necessary changes.
Step 4 To save the changes, click Save or to publish the changes, click Save and Resume .
Note A live rule will have only the Save and Resume option. When you click the Save and Resume button, the rule gets published with the changes.
To delete a profile rule, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Proximity Rules > Profile Rule .
The profile rules created get listed.
Step 2 Click the Delete icon that appears at the far right of the profile rule that you want to delete.
Note To delete multiple profile rules, select the check box for the profile rules that you want to pause, and click the Delete button that appears at the bottom of the page.
To view an profile rule for a location element such as group, network, floor, and so on, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 Click the Proximity Rules icon for the location element for which you want to view the profile rule.
Step 3 Click the Profile Rule tab.
The profile rules for the location element gets listed.
You can rename, modify, or delete the apps that are configured to send the push notifications.
To rename an app, perform the following steps:
Step 1 In the CMX Engage dashboard, choose the Tools icon in the left pane.
Step 2 Click the Notification Channels tab.
The Apps window appears with the details of all the configured apps.
Step 3 Click More Actions for the app that you want to rename.
Step 5 In the app name field that is enabled for editing, enter the new name for the app.
To modify an app, perform the following steps:
Step 1 In the CMX Engage dashboard, choose the Tools icon in the left pane.
Step 2 Click the Notification Channels tab.
The Apps window appears with the list of all the configured apps.
Step 3 Click the name of the app that you want to modify.
The details of the app is shown.
Step 4 Make necessary changes to the app.
To delete an app, perform the following steps:
Step 1 In the CMX Engage dashboard, choose the Tools icon in the left pane.
Step 2 Click the Notification Channels tab.
The Apps window appears with the details of all the configured apps.
Step 3 Click More Actions for the app that you want to delete.
Note The Delete option appears for an app only if it is not associated with any proximity rule.
You can modify the details of the social networking apps configured for the social authentication.The CMX Engage enables you to configure the apps of Facebook, Twitter, and Linked In.
To modify the Facebook app, perform the following steps:
Step 1 In the CMX Engage dashboard, choose the Tools icon in the left pane.
Step 2 Click the Social Apps tab.
Step 3 Click the Edit button for the Facebook app.
Step 4 Make necessary changes.
Note You cannot edit the name of the app.
Note The Edit button is available only if you have added a Facebook app.
To modify the Twitter app, perform the following steps:
Step 1 In the CMX Engage dashboard, choose the Tools icon in the left pane.
Step 2 Click the Social Apps tab.
Step 3 Click the Edit button for the Twitter app.
Step 4 Make necessary changes.
Note You cannot edit the name of the app.
Note The Edit button is available only if you have added a Twitter app.
To modify the LinkedIn app, perform the following steps:
Step 1 In the CMX Engage dashboard, choose the Tools icon in the left pane.
Step 2 Click the Social Apps tab.
Step 3 Click the Edit button for the LinkedIn App.
Step 4 Make necessary changes.
Note You cannot edit the name of the app.
Note The Edit button is available only if you have added a LinkedIn app.
You can delete a BLE UUID, and modify or delete a BLE Beacon added to a location, floor, or zone.
To delete a beacon UUID, perform the following steps:
Step 1 In the CMX Engage dashboard, click the Tools icon in the left pane.
Step 2 Click the BLE UUIDs tab.
Step 3 Click Delete corresponding to the BLE UUID that you want to delete.
Note You cannot delete a UUID that is associated with any BLE Beacon. That is, to delete a UUID, first you must delete all the BLE Beacons associated with that UUID.
You can assign a BLE beacon to an entire location, floor, or zone.
To modify a BLE beacon in a location, floor, or zone, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the network, floor, or zone of which you want to modify the BLE Beacon.
Step 3 Click the BLE Beacons tab.
The BLE Beacons page appears with the list of all BLE Beacons added to that location, floor, or zone.
Step 4 Click the BLE Beacon that you want to modify.
The Edit BLE Beacon window appears.
Step 5 Make the necessary changes to the BLE Beacon.
To delete a BLE Beacon from a network, floor, or zone, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Manage Locations .
The Locations page appears with the location hierarchy.
Step 2 In the location hierarchy, click the network, floor, or zone from which you want to delete the BLE Beacon.
Step 3 Click the BLE Beacons tab.
The BLE Beacons page appears with a list of all the BLE Beacons added to that location, floor, or zone.
Step 4 Click the Delete button corresponding to the BLE Beacon that you want to delete.
The BLE Beacon gets deleted successfully.