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This chapter describes the user role, Location Manager, and the privileges of a Location Manager.
To ease the management of various locations, the CMX Engage is providing a user role named “Location Manager”. You can create location managers to mange the location metadata and portals for various locations. The location managers can also view location-specific reports to analyze the performance of the location.
Before starting working as a location manager, the location manger must do certain configurations in the Meraki dashboard. For more information on the configurations required in the Meraki network, see Configurations Required in the Meraki for Location Manager.
A location manager can manage the following features for the location for which the access rights are provided:
If you log in as a location manager into the CMX Engage dashboard, the locations for which you have access rights will be listed in the left pane of the dashboard. There will be two menus under each location:
In addition, there will be a Tools icon to manage the location metadata.
To view or edit a portal for a location, click the Portal menu for that location. You view the reports for a location, click the Reports for that location.
Before working in the CMX Engage dashboard, the location manager must do certain configurations in the Meraki dashboard.
Before using the CMX Engage dashboard for managing locations, the location Manager must do certain configurations in the Meraki dashboard.
To work as a location manager, in the Meraki dashboard, perform the following steps:
Step 1 Log in to https://meraki.cisco.com
Step 2 Choose Organization > Configuration templates .
Step 3 In the Configuration templates page that appears, click Create a new template .
Step 4 In the Create a new configuration template window that appears, enter the following details:
a. From the first drop-down list, click Create New .
b. In the Template name field, enter the name “ Location Manager Template ”, and click Add .
The “Select networks to follow “Location Manager Template”” window appears.
Step 5 In the Target networks drop-down list, choose your primary network.
Note Group policies and other client-specific policies and authorizations on the target network(s) will be permanently removed upon binding. After creating the new template, configure those policies in the new template.
Step 7 In the “Configuration templates list > Location Manager Template” that appears, click Save Changes .
The newly created template, Location Manager Template, gets listed in the Configuration Templates page.
The location manager can create location metadata for the locations for which the access rights are provided. The location manager can also edit existing location metadata.
The Location Manager can define or edit the value for the following metadata in the respective fields:
If you are a location manager, and if you want to create or edit the Location Metadata for your locations, perform the following steps:
Step 1 Log in as a location manager, and click the Tools menu.
Step 2 From the Location drop-down list, choose the location for which you want to view, define or edit the metadata.
Step 3 In the Brand Name field, enter the brand name for the location.
Step 4 In the Store Address field, enter the store address.
Step 5 In the Phone Number field, enter the phone number for the store.
Note If any other log in is replacing the values for these variables, the lately defined value is considered.
The Location Manager can view the portals created for the locations for which the access rights is provided, and edit those portals. This helps you to easily manage the location-specific content for the portals.
Note The location manager cannot create portals.
The Location Manager can edit the following modules in the captive portal:
Note If the Account Admin turns off any of the preceding modules in a portal using the ON/OFF swap button, that module will not be available for the location manager. If the location manager turn off a module in a portal, that module will not be visible for the customers for that location. However, the Account Admin can view that module in the dashboard.
The changes made in the portal by the location manager is shown in the preview of the portal that appears at the right end of the CMX Engage dashboard. The location manager also has the option to e-mail the preview URL or to share the QR code of the portal. The preview URL or QR code shared by the location manager reflects the changes made by the location manager.
Note The changes made by the location manager are not reflected in the preview URL or QR Code shared by other CMX Engage logins.
The location manager can view the reports for a location to which the access rights is provided.
To view the report for a location, in the CMX Engage dashboard, click the Reports menu under that location.
You can specify the period for which you want to view the report. By default, the report displays the data from the time on which you have installed the CMX Engage. The location manager reports has the following sections:
The user activity report includes the following:
– User Per Day/Visits Per Day/users Acquired - The user activity map displays the number of customers visited the location (users per day), the number of visits made to the location (visits per day), and the customers acquired from the location, for each day in the selected period. The color indicators for each of these parameters are displayed in the top right of the graph.
The following details are shown on the left side of the graph.
– Total Distinct Users - The total number of unique customers who have visited the location during the specified period. If the authentication type used does not support identifying a customer, the number of unique devices visited is considered.
– Daily Active Users - The average number of customers with Wi-Fi “ON” per day in the location for the specified period.
– Total Visits - The total number of visits made to the location during the specified period. A customer may make more than one visit.
– Users Acquired - The total number of unique customers that are identified by the CMX Engage and accepted the terms and conditions for the captive portal during the specified period from the location. If the customer uses the same identity such as mobile number on multiple devices for the internet access, then only one user acquisition will be considered. For example, if the customer provides the same mobile number for authentication across 3 devices, it will be considered as one user acquire.
This report section contains the following information for the location:
Displays a pie chart that shows the duration of each visit in the location during the specified period. The average dwell time is displayed in the center of the pie chart. This section also shows the number of visits for various dwell time ranges. For example, the count for <5 MINS represents the number of visits that spent less than 5 min.
Displays a pie chart that shows the number of visits made by each unique customer in the location during the specified period. The average number of visit by a unique customer is displayed in the center of the pie chart. This section also shows the number of visits for various visit ranges. For example, the count for 1 VISITS represents the number of unique customers who have visited the location only once during the specified time period.
This report section contains the following information:
Note After the Internet provisioning, if the customer is redirected to an external link, it is not counted for landing page views.
The Account Admin can invite a user as a location manager.
To create a Location Manger, perform the following steps:
Step 1 In the CMX Engage dashboard, click Team .
The Invite User window appears.
Step 2 In the Email field, enter the e-mail ID of the location manager.
Step 3 From the Access drop-down list, choose Location Manager .
Step 4 Specify the location for which the location manager must have access privileges:
Note You can add more new locations using the Create New Location button. You can select only those groups that are under an organization.
Note To send the invite, you must connect to your wireless provider network. If you are adding new locations for the location manager, you must connect to a Meraki account that has admin rights in the Meraki dashboard.
If a new location is created for a location manager, the location manager has to activate those locations to proceed further using the WiF Engage dashboard.
If you are a location manager, to activate a new location created for you, perform the following steps:
Step 1 Click the link in the invitation e-mail.
Step 2 In the window that appears, click Accept Invite .
Step 3 In the Sign up window, enter the login credentials, and click Activate Account .
Step 4 Log in to the CMX Engage.
Step 5 In the left pane of the dashboard, click a new location that you want to activate.
Step 6 Click the Activate Location button that appear for the location in the right pane of the dashboard.
Step 7 In the Add Access Points window that appears, enter the serial numbers of the access points to be assigned for the location.
After successful activation, the message “Access Points Added” is shown.
A location is created in Meraki. The location name also gets added to the CMX Engage database, and is displayed in the location hierarchy.
Step 10 If there are more new locations to activate, click that new location in the left pane of the dashboard that you want to activate. Repeat step6 to step 9 for each new location.
Now the location manager can manage the metadata and portals for the new locations assigned. Also, the location manager will have the option to view the reports for these locations.