Quick Start

1. Login

Key in your user name and password on the login page, and press 'Enter'.

:!: The list of supported browsers is provided in the 'System Requirements and Optimization' section.

2. Interface

You have entered the main interface of the tracking system. On the left, there is the work area. Here you work with panels like Monitoring, Tracks, Geofences, Jobs, Notifications and so on. These panels you choose in the Main menu above the work area.

On the right, there is usually the map.

Wialon's interface is developed to be user friendly that is why we can choose the panels of main menu we need to work with. They are: Monitoring, Messages, Reports, Geofences, Notifications, Units (Main menu customizer helps us in this task).

Dragging the map with the left mouse button and zooming it with the mouse scroll, move to the location (city or town) which will be the basic for you in the tracking process.

3. User Settings

In order to choose user parameters click on the username in the right corner of the top panel and press the 'User settings' button in the dropdown menu. Afterwards, follow the steps:

  • First and foremost, indicate your time zone.
  • Secondly, indicate a type of daylight saving time used in your region.

:!: Make sure you have selected the above mentioned settings properly, because they could influence the correctness of data presented in reports, messages, tooltips, jobs, routes, and elsewhere throughout the system.

Indicate 'City' setting in the same dialog. It is necessary for the map to be scaled on the chosen city upon the following entries to the tracking system.

Preparatory work is finished. Now let us create a tracking unit.

4. Creating Unit

:!: Before configuring a unit, make sure the device is directed to Wialon. For more information on server IP, port, phone number, and the like, find your type of device in the list of supported devices and set the required parameters.

Open the 'Units' panel in the work area and press the 'New' button.

The dialog with multiple unit settings will be displayed. Give a name to the unit, indicate device type (click inside the field to see the list of available devices), enter unique ID (IMEI or serial number) and the phone number of the SIM card inserted into the device.

The 'Icon' tab of the dialog provides an opportunity to choose the most appropriate image to display the unit on the map.

On the 'Advanced' tab specify Speed limit, km/h. This setting is used to generate reports on speedings.

At the end press OK button. The newly created unit will appear in the list. Click on a unit name to locate it on the map.

It will also appear in the monitoring panel.

5. Unit Check

a) Log

After creating a unit, data from it starts coming in the system as long as the unit is configured correctly. Each incoming message appears in the log. To see the log, open it pressing the button in the bottom right-hand corner of the program.

Along with the messages coming from tracking units, the log also shows current actions and operations such as creation and modification of geofences, notifications, unit properties, etc.

b) Unit info tip

Hover the mouse pointer over the unit in the 'Monitoring' panel or on the map to see the latest data in a tooltip: last message time, location (address or coordinates), speed, etc.

c) Messages panel

The most reliable way to check unit operability is to view its messages. To switch to the 'Messages' panel, click on the messages panel in the main menu. Then in the work area select an interval to get messages for, and press 'Execute'. Results appear on the right. There you can estimate how many messages were received during the indicated period and what kind of data they present. Besides, the track of unit movements is shown on the map.

6. Creating Geofences

Geofences are to be created in places of interest, which should get under control. For this, go to the 'Geofences' panel and press the 'New' button.

The simplest and quickest geofence type to create is circle with specified radius. Enter name for the geofence and select the type Circle. Then double-click on the map in the place of supposed geofence. Alter the radius if necessary and press 'Save'.

In a similar way, create as many geofences as necessary.

:!: If you need a geofence of a more sophisticated form, choose type Polygon or Line. However, in this case a greater number of points is required to specify geofence's borders.

7. Notifications

Now we can create a notification about a unit entering a geofence. Go to the Notifications panel and press the 'Create Notification' button.

Moving through the dialog with the help of the 'Next' button, set the following parameters for the notification:

  1. Select your unit (tick it).
  2. Choose a control type (in our example we choose Geofence).
  3. Specify a check type (Inside geofence), and select necessary geofence(s) from the list below.
  4. Leave default notification text without changes.
  5. Choose a method of a notification delivery, for example, Display online notification in a popup window.
  6. Enter a name for the notification.
  7. Press ОК.

When the notification triggers, it will appear in the top right corner of the program.

8. Reports

To switch to the Reports, click on the corresponding panel in the menu above the work area.

First of all, we need at least one report template to generate a report according to parameters set there. We are going to create a report template containing two tables (visits to geofences and speeding) and a chart.

To create a report template, go to the Reports panel and press the 'New' button. At the top of the template properties dialog, you see two important buttons — 'Add Table' and 'Add Chart'.

Press the 'Add Table' button and set table type to Geofences. On the left, tick the columns to be displayed in the resulting report. On the right, choose geofence(s). When finished, press OK. The table will be added to the report.

Then add the second table — press 'Add Table' again and choose a table of Speedings type. For this table we have set the parameter Speed limit in unit properties ('Advanced' tab). In additional parameters indicate that a speeding should last at least one minute (Min duration parameter). Press OK. The table will be added to the report.

Then press the 'Add Chart' button and select the necessary chart type (for example, mileage in trips). Note that for many charts to be generated the appropriate sensors are required. Press OK.

This is how our report template looks like after we have added two tables and a chart. Report contents are displayed on the left. Now give a name to the report and save it.

To obtain a report, set parameters in the work area: select report template, unit, reported interval, and press 'Execute'.

Generated report will appear on the right. On the left, you see tabs to navigate between report sections (tables and charts). Besides, the report can be exported to various formats or printed (for this, use the proper buttons — 'Export to File' and 'Print').

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