Management Procedure

This topic depicts the process of creating a small trace-hosting service. All features are described briefly without details. For further information read other sections of this guide.

We recommend to follow this plan to create a service (the scheme is not the only possible but reliable):

  1. Enter CMS Manager.
  2. Create and adjust accounts for clients.
  3. Create units and set access rights to them.
  4. Create accounts containing standard notifications, jobs and reports, and give clients view access to these accounts.
  5. Create other users as a client and give them access to the accounts and units of this client.
  6. Create other managers for managing the service together with you.

1. Login to CMS Manager

Use your user name and password to login to the system.

2. Creating Accounts

To create an account for your client, go to Accounts tab (it is open by default) and press the button Create Account.

In the account creation dialog enter account's name. It will be automatically duplicated as user name, because the user is created together with the account. Enter also password and its confirmation. These login and password will be used by your client to enter the monitoring site.

The flag Activate separate billing (default setting) must be checked. If except your own billing plan you have any other billing plans, choose one from the dropdown list.

For every account you can adjust individual set of services (their number and cost), and define payment scheme. These settings are depicted in detail in Accounts section.

3. Creating Units

To create units, go to Units tab and press the button Create Unit. In the creation unit dialog enter a name for the unit, indicate device type used, enter unique ID, phone number and other parameters that are located on several tabs (all parameters are described in detail in Units section).

We recommend to choose the client as creator. In this case you can control the number of available units through client's account possibilities.

It is better to give clients view or execute commands access to units. However, the creator of an objects automatically gets manage access to this object. That is why after creating a unit as a client, it is necessary to redefine rights.

To do this, in unit properties dialog open the Accessors tab. On the left choose a user and on the right assign access level. At that, the rose background that indicates manage rights will change to yellow (view access) or green (execute commands). More about access rights...

:!: Hint.
If there are many units, it is useful to unite them into groups. Unit groups provide additional facilities when assigning rights as well as when tracking units. See details in Unit Groups section.

4. Creating Template Accounts

This is not required but recommended. Template account can contain standard notifications, jobs and reports. Such accounts are needed to give the user possibility to have already configured things event at the very beginning of service usage. Then the user can add more custom things as needed.

For instance, you may have two template accounts: (1) for cargo transportation (2) for passenger traffic control. Each of them may contain its set of things actual for one of another service industry.

Creating a template account is not enough. To complete the task, you must login as the corresponding user to the monitoring site and configure all necessary notifications, jobs, and reports.

Then you give client view access to this account (through user properties dialog, the Access to Objects tab). Then the user will be able to make use of notifications, jobs, and reports created by you, but not to edit or delete them. For creating customized objects, the user will use his/her own account with manage access.

5. Creating More Users

At the client's opinion, several users can be created to connect to the monitoring site and track the units. For example, it can be operators or special personnel.

To create additional users, go to the Users tab and press the Create User button. Enter user name and other properties as needed (they are described in Users section). Choose a client as creator.

Creating a user as a client

Then give the newly created user view access to the client's account (and template accounts as well) and to client's units. To adjust the access, go to user properties dialog to the Access tab.

6. Creating Managers

Creating other managers is convenient to divide the whole work between different people. However, you can skip this step if you are going to manage all service yourself. Manager is a user who can enter AMS manager site, and this user id characterized by the same billing plan as yours.

Open the Accounts panel on the left part of the window and push the Create Account button.

Enter a name for a new account (and the same will be user name) and assign password. Disable the Separate billing option to create an account with the same billing plan as yours.

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