The Connect & Engage Service

Overview of the Connect & Engage Service

CONNECT & ENGAGE is a customizable and location-aware guest captive service that enables you to create customized, intuitive on-boarding experiences for your visitors. It enables you to provide two types of on-boarding experiences for your visitors:

  • Facebook Wi-Fi:

Allows the administrator of a facility to enable the facility's Facebook page as a free Wi-Fi hotspot for visitors.

Allows visitors to access free Wi-Fi after accessing the facility’s Facebook page.

Provides insight into a facility's customer base through demographic reports.

  • Custom Portal:

Enables the administrator of a facility to create and host a guest splash page with customized branding and advertisements.

Provides social network authentication with Facebook, Instagram, and Foursquare using OAuth 2.0.

Collects OAuth 2.0 user social information

Comparison of Facebook Wi-Fi and Custom Portal

 

Table 4-1 Comparison of Facebook Wi-Fi and Custom Portal

Facebook Wi-Fi
Custom Portal

Landing page

Hosted on Facebook

(Facebook page)

Hosted on Cisco Connected Mobile Experiences (Cisco CMX)

Social authentication

Facebook only

Facebook, Instagram, and Foursquare
(Using OAuth 2.0)

Facebook app permission pop-up

No

Yes

Post on timeline

Check-in is visible on users’ timeline (Dependent on privacy setting)

Check-in is unavailable

Demographic data

Stored on Facebook at an aggregate level
(Requires more than 30 check-ins to be enabled)

Stored on Cisco CMX
(at an individual level)

Export of demographic data

No

Yes

Customer profile

  • Marketing teams with Facebook advertising budget or social media teams or both
  • Service providers managing multiple small stores

Marketing teams and IT teams that prefer to keep data in-house

Support for Post Auth URL

No

Yes

Preparatory Tasks

You must have a Facebook account for a business page. For more information, see the “Creating a Facebook Page for Your Organization” section.

Adding a Connect or ConnectExperience User


Step 1 Log in to Cisco Connected Mobile Experiences (Cisco CMX).

Step 2 Choose MANAGE > Users.

Step 3 Click New User.

Step 4 In the Add New User dialog box, enter the first name, last name, username, and password of a user.

Step 5 From the Roles drop-down list, select Connect or ConnectExperience.


Note For information about access rights for the Cisco CMX services available to the Connect and ConnectExperience user roles, see Table 4-2.


Step 6 Click Submit.


 

User Role Summary

Table 4-2 lists the user roles that have access to the Connect & Engage service.

 

Table 4-2 User Role Summary

User Role
CONNECT & ENGAGE Service
Other Cisco CMX Services

 

Dashboard
Connect Experiences
Settings

 

Connect

Read

Read/Write

Read/Write

No

ConnectExperience

No

Read/Write

Read

No

Connect & Engage Settings

To view the Connect Settings page, log in to Cisco CMX as an admin user and choose CONNECT & ENGAGE > Settings.

Two data retention settings are available:

  • User Retention Period, which has a default retention value of 180 days
  • Statistics Retention Period, which has a default retention value of 365 days

Connect & Engage prunes users based on the user retention period. This task is run once every day at 3 a.m. server time. If the maximum user capacity is exceeded, older users within the retention period are pruned to make room for new users. To avoid losing any user data, we recommend that you perform the following tasks:

Periodically export data from Cisco CMX.

Adjust the retention period based on projected days for full capacity, which is calculated based on usage patterns. The usage patterns are established after the system has been operational for a while.

Connect & Engage APIs

For information about Connect & Engage APIs, see the “Getting APIs” section.

Connect Experiences

Overview

Using Connect Experiences, you can choose between two types of guest on-boarding experiences:

  • Facebook Wi-Fi
  • Custom Portal

Facebook Wi-Fi

The Facebook Wi-Fi feature provides organizations with a simple and fast guest access solution. With Cisco CMX for Facebook Wi-Fi, organizations can:

  • Save time and effort on designing their own captive portal by directing guests to a facility's Facebook page.
  • View aggregate social data gathered from visitors connected to Wi-Fi with their Facebook logins for tailoring social media marketing strategy.

Facebook Wi-Fi is based on WLAN web passthrough authentication on Cisco Wireless Controllers (Cisco WLCs). Cisco WLC intercepts HTTP traffic and redirects the client browser to Cisco CMX. Cisco CMX finds the client location and redirects the client browser location to the configured location-specific Facebook page. After a successful Facebook sign-in and check-in, Cisco CMX redirects the client browser to the specific Facebook page.

For information about setting up Facebook Wi-Fi, see the “Setting Up a Facebook Wi-Fi Portal” section.

Custom Portal

Custom Portal enables you to perform the following tasks:

  • Create location-specific splash pages
  • Enable branding consistency using splash pages
  • Own registration information from customer sign-in page, which turns the captive portal into a data source for targeted marketing later via email marketing

For information about setting up a custom portal, see the “Setting Up a Custom Portal” section.

Setting Up a Facebook Wi-Fi Portal

Setting up a Facebook Wi-Fi portal involves the following tasks:

1. Configuring Access Control Lists on Cisco Wireless Controller

2. Configuring WLAN for Web Passthrough Authentication

3. Creating a Facebook Page for Your Organization

4. Assigning a System Default Facebook Page

5. Assigning a Location-Specific Facebook Page

Configuring Access Control Lists on Cisco Wireless Controller


Step 1 Log in to the web UI of a Cisco Wireless Controller (Cisco WLC) that is associated with Cisco CMX.

Step 2 Choose SECURITY > Access Control Lists > Access Control Lists.

Step 3 On the Access Control Lists page, click New to add an access control list (ACL).

Step 4 On the Access Control Lists > Edit page, enter a name for the new ACL. You can enter up to 32 alphanumeric characters.

Step 5 Choose the ACL type as either IPv4 or IPv6.

Step 6 Click Apply .

Step 7 On the Access Control Lists page, click the name of the new ACL.

Step 8 On the Access Control Lists > Edit page, click Add New Rule.

The Access Control Lists > Rules > New page is displayed.

Step 9 Configure the following ACLs, as listed in Table 4-3 :

 

Table 4-3 ACLs for Facebook Wi-Fi Portal

Seq.
Action
Source IP/
Mask
Destination IP/
Mask
Protocol
Source Port
Destination
Port
DSCP
Direction

1

Permit

0.0.0.0/ 0.0.0.0

0.0.0.0/ 0.0.0.0

TCP

HTTPS

Any

Any

Any

2

Permit

0.0.0.0/ 0.0.0.0

0.0.0.0/ 0.0.0.0

TCP

Any

HTTPS

Any

Any

3

Permit

MSE_IP/

255.255.255.255

0.0.0.0/ 0.0.0.0

TCP

HTTP

Any

Any

Any

4

Permit

0.0.0.0/ 0.0.0.0

MSE_IP/

255.255.255.255

TCP

Any

HTTP

Any

Any


 

Configuring WLAN for Web Passthrough Authentication

To provide network access to users, you must configure a wireless LAN (WLAN) on the Cisco WLC, for which you must set up the web passthrough on Layer 3 security of WLAN for Connect & Engage.


Step 1 From the web UI of Cisco WLC, choose WLANs.

Step 2 On the WLANs page, click the corresponding WLAN ID.

Step 3 On the WLANs > Edit page, choose Security > Layer 2.

Step 4 From the Layer 2 Security drop-down list, choose None.

Step 5 Click Apply.

Step 6 Under the Layer 3 tab, from the Layer 3 Security drop-down list, choose Web Policy.

Step 7 For web passthrough, choose Passthrough.

Step 8 Choose the Preauthentication ACL defined using the procedure described in the “Configuring Access Control Lists on Cisco Wireless Controller” section.

Step 9 To override the global authentication configuration web authentication pages, check the Over-ride Global Config check box.

Step 10 To define the web authentication pages for wireless guest users, from the Web Auth Type drop-down list, choose External (Re-direct to external server).

This redirects clients to an external server for authentication.

Step 11 In the URL field, enter the Facebook Wi-Fi page URL. The external redirection URL should point to the corresponding portal on Cisco CMX for Facebook Wi-Fi, for example:

http://<CMX>/fbwifi/forward

Step 12 Enable this Service Set Identifier (SSID).

Step 13 Click Apply.

Step 14 Click Save Configuration.


Note Connect & Engage redirection requires special configuration on Cisco WLC for Apple iOS devices. Perform this by entering the following command using the Cisco WLC CLI:
config network web-auth captive-bypass enable.
For more information, see: http://www.cisco.com/c/en/us/td/docs/wireless/controller/8-0/command-reference/b_cr80/b_cr80_chapter_010.html#wp2423541535.



 

Creating a Facebook Page for Your Organization

Follow the instructions provided in Facebook to create a Facebook page for your organization.

Assigning a System Default Facebook Page


Step 1 Log in to Cisco Connected Mobile Experiences (Cisco CMX).

Step 2 Choose CONNECT & ENGAGE > Connect Experiences.

Step 3 In the Facebook Wi-Fi column, click Assign Default.

The Facebook Wi-Fi Configuration option opens in a new browser tab.

Step 4 Perform the following tasks:

a. Select the page.

b. Select the Bypass Mode.

c. Select the Session Length.

d. Click the optional Terms of Service if additional Terms of Service are required.

e. Click Save Settings.


 

Assigning a Location-Specific Facebook Page

After the system default page has been set, you can assign a location-specific Facebook page:


Step 1 Select a specific campus, building, floor, or zone and click or hover over the Gear icon.

Step 2 Click Assign New.


 

Setting Up a Custom Portal

You can create a custom portal page using the following four types of templates:

  • Registration Form—This template contains the following elements:

Logo or image

Registration form to specify name and email address of the visitor

Terms and conditions

Submit button

  • Social Login—This template contains the following elements:

Logo or image

Social login element that includes three options: Facebook, Instagram, and Foursquare.

The Social login element enables on-boarding of visitors using social OAuth 2.0.

To configure OAuth 2.0 for each social media platform, you must first register your application or client with Connect & Engage. Click the Link () icon to the right of the social media platform name to go to the associated developer website. Follow the instructions provided in the respective social media platform documentation to create your applications.

  • Social & Registration Login—This template contains both the Social Login element and the Registration Form element.
  • Custom—This template is empty and allows you to create your template from scratch.

The template choice does not limit the type of elements you can add. For example, if a Social Login template is selected, you can always modify it to use the Registration Form elements instead.

The following options are available to design a custom portal:

  • The left side of the window shows a preview of the custom portal and the right side of the window shows the options to edit the portal and its elements.
  • The THEMES tab allows you to specify a theme for the portal.
  • The EDIT/ADD ELEMENTS tab allows you to add or edit the portal elements. Click an element to preview an area of the portal and edit the element’s settings.
  • The BACKGROUND tab allows you to specify the background color and opacity for the portal.

Setting up a custom portal involves the following tasks:

1. Configuring Access Control Lists on Cisco Wireless Controller

2. Configuring WLAN for Web Passthrough Authentication

3. Creating a Default Custom Portal Page

4. Assigning Location-Specific Custom Portal Page

Configuring Access Control Lists on Cisco Wireless Controller


Step 1 Log in to the web UI of a Cisco Wireless Controller (Cisco WLC) that is associated with Cisco CMX.

Step 2 Choose SECURITY > Access Control Lists > Access Control Lists.

Step 3 On the Access Control Lists page, click New to add an access control list (ACL).

The Access Control Lists > New page is displayed.

Step 4 On the Access Control Lists > New page, enter a name for the new ACL. You can enter up to 32 alphanumeric characters.

Step 5 Choose the ACL type as either IPv4 or IPv6.

Step 6 Click Apply .

The Access Control Lists page is displayed.

Step 7 On the Access Control Lists page, click the name of the new ACL.

Step 8 On the Access Control Lists > Edit page, click Add New Rule.

The Access Control Lists > Rules > New page is displayed.

Step 9 Configure the ACLs, as listed in either Table 4-4 or Table 4-5 :

 

Table 4-4 Configuring ACLs With Only Registration Fields (No Social Network Login)

Seq.
Action
Source IP/
Mask
Destination IP/
Mask
Protocol
Source Port
Destination
Port
DSCP
Direction

1

Permit

MSE_IP/

255.255.255.255

0.0.0.0/ 0.0.0.0

TCP

HTTP

Any

Any

Any

2

Permit

0.0.0.0/ 0.0.0.0

MSE_IP/

255.255.255.255

TCP

Any

HTTP

Any

Any

OR

 

Table 4-5 Configuring ACLs With Social Network Login

Seq.
Action
Source IP/
Mask
Destination IP/
Mask
Protocol
Source Port
Destination
Port
DSCP
Direction

1

Permit

0.0.0.0/ 0.0.0.0

0.0.0.0/ 0.0.0.0

TCP

HTTPS

Any

Any

Any

2

Permit

0.0.0.0/ 0.0.0.0

0.0.0.0/ 0.0.0.0

TCP

Any

HTTPS

Any

Any

3

Permit

MSE_IP/

255.255.255.255

0.0.0.0/ 0.0.0.0

TCP

HTTP

Any

Any

Any

4

Permit

0.0.0.0/ 0.0.0.0

MSE_IP/

255.255.255.255

TCP

Any

HTTP

Any

Any


 

Configuring WLAN for Web Passthrough Authentication

To provide network access to users, you must configure a wireless LAN (WLAN) on the Cisco WLC, for which you must set up web passthrough on Layer 3 security of WLAN for the Connect & Engage service.


Step 1 From the web UI of Cisco WLC, choose WLANs.

Step 2 On the WLANs page, click the corresponding WLAN ID.

Step 3 On the WLANs > Edit page, choose Security > Layer 2.

Step 4 From the Layer 2 Security drop-down list, choose None.

Step 5 Click Apply.

Step 6 Under the Layer 3 tab, from the Layer 3 Security drop-down list, choose Web Policy.

Step 7 For web passthrough, click the Passthrough radio button.

Step 8 Choose the Preauthentication ACL defined using the procedure described in the “Configuring Access Control Lists on Cisco Wireless Controller” section.

Step 9 To override the global authentication configuration web authentication pages, check the Over-ride Global Config check box.

Step 10 To define the web authentication pages for wireless guest users, from the Web Auth Type drop-down list, choose External (Re-direct to external server).

This redirects clients to an external server for authentication.

Step 11 In the URL field, enter the custom portal URL. The external redirection URL should point to the corresponding portal on Cisco CMX for custom portal, for example:

http://<CMX>/visitor/login

Step 12 Enable this Service Set Identifier (SSID).

Step 13 Click Apply.

Step 14 Click Save Configuration.


Note Connect & Engage redirection requires special configuration on Cisco WLC for Apple iOS devices. Perform this by entering the following command in the Cisco WLC CLI:
config network web-auth captive-bypass enable
For more information, see http://www.cisco.com/c/en/us/td/docs/wireless/controller/8-0/command-reference/b_cr80/b_cr80_chapter_010.html#wp2423541535.



 

Creating a Default Custom Portal Page


Step 1 Log in to Cisco CMX as an admin user.

Step 2 Choose CONNECT & ENGAGE > Connect Experiences.

Step 3 Under Custom Portals, click Create Default.

Step 4 In the Portal Title field, enter the name of your custom portal.

Step 5 Click the template that you want to use and click Next.

Step 6 Design the template according to your requirements.

Step 7 Click Save.


 

Assigning Location-Specific Custom Portal Page

After the system default portal has been set, you can assign a location-specific custom portal page.


Step 1 Select a specific campus, building, floor, or zone from the corresponding custom portal drop-down list.

Step 2 Click Create New to create a new portal and assign it to that location. Alternatively, assign an existing portal to that location.


 

Connect & Engage Dashboard

To view the Connect & Engage Dashboard, log in to Cisco CMX and choose CONNECT & ENGAGE > Dashboard.

The Connect & Engage Dashboard page displays the summary report and two historical reports.

Use the navigation bar at the top of the page to set the location and interval of reports.

The location consists of the following levels:

  • Global
  • Campus
  • Building
  • Floor
  • Zone

From the Interval drop-down list in the Connect & Engage Dashboard page, you can select the time frame for generating historical reports:

  • Last 7 Days (default)
  • Last 28 Days
  • Last 365 Days

Summary Information

The summary information presents users’ usage information for the present day. Note that the time used is server time, and not web browser time.

Historical Information

The Connect & Engage Dashboard displays historical information:

  • The New and Repeat Visitors report shows visitor count trends.
  • The Network Usage report shows data usage by visitors.

In historical reports, you can choose the type of chart you want to be displayed in the reports:

  • Area Chart
  • Line Chart
  • Column Chart

Visitor Search

The Connect & Engage Dashboard provides a search option, where the following types of searches can be performed:

  • Advanced Search
  • Export All Visitors

To search for a visitor, enter a search term, for example, name or email address, in the Visitor Search field.

Additional Information

  • The search table provides a preview of up to 50 clients per page.
  • The entire search result can be exported to a.CSV file.
  • The search time range is based on the Cisco CMX system time, and not on the web browser time.
  • Partial search is supported; however, wildcards (*) are not supported.
  • Advanced search can be performed based on the following parameters:

All

MAC

Facebook Name

Facebook Gender

Facebook Locale

Facebook Timezone

Facebook Friends

Foursquare Name

Foursquare Email

Instagram Name

Instagram Email

Registration Form Email

Registration Form Gender

Registration Form Name

Registration Form Phone Number

Device-Browser Matrix

Device-Browser Matrix for Connect & Engage

Table 4-6 lists the tested devices and browsers for Connect & Engage in the context of custom portals.

 

Table 4-6 Device-Browser Matrix for Connect & Engage for Custom Portals

Device and Name
OS Version
Default Browser and Version
Remarks

Google Nexus 7

4.3

Google Chrome 32.0.1700.99

Amazon Kindle

13.3.2.2

Silk 1.0.454.220

Issues with social connector

Apple iPad

7.0

Safari 7.0

Apple iPhone

6.1.3

Safari 6.0

Apple Macbook Pro

10.8.4

Safari 6.0

Samsung (Snow OS)

33.0.1750.152

Google Chrome 33.0.1750.152

Apple iPad Mini

7.0

Safari 7.0

Microsoft Windows tablet

Windows RT 8.1

Internet Explorer 11

Issues with social connector

Samsung

4.2.2

Default browser

Device-Browser Matrix for Facebook Wi-Fi

Table 4-7 lists the tested devices and browsers for Facebook Wi-Fi.

Table 4-7 Device-Browser Matrix for Facebook Wi-Fi

Device and Name
OS Version
Default Browser and Version
Other Browser and Version

Google Nexus 7

4.3

Google Chrome 32.0.1700.99

Amazon Kindle

13.3.2.2

Silk 1.0.454.220

Apple iPad

7.0

Safari 7.0

Apple iPhone

6.1.3

Safari 6.0

Apple Macbook Pro

10.8.4

Safari 6.0

Samsung
(Snow OS)

33.0.1750.152

Google Chrome 33.0.1750.152

Apple iPad Mini

7.0

Safari 7.0

Google Chrome 34.0.1874.114

Microsoft Windows tablet

4.2.2

Internet Explorer 11

Samsung

4.2.2

Default browser