Setting up Web access - Revision history

John.devonshire at 19:18, 18 December 2019

2019-12-18T19:18:45Z

John.devonshire: /* Setting up Billposter Accounts in Ad Manager */

2017-12-18T12:12:18Z

‎Setting up Billposter Accounts in Ad Manager

John.devonshire at 16:28, 21 April 2017

2017-04-21T16:28:38Z

John.devonshire at 14:21, 21 April 2017

2017-04-21T14:21:14Z

John.devonshire at 12:43, 20 April 2017

2017-04-20T12:43:34Z

John.devonshire: /* 5.7.4 and later */

2017-03-20T17:29:41Z

‎5.7.4 and later

John.devonshire: /* 5.7.4 and later */

2017-03-14T13:14:41Z

‎5.7.4 and later

John.devonshire: /* 5.7.4 and later */

2017-02-01T13:49:04Z

‎5.7.4 and later

John.devonshire: /* 5.7.4 and later */

2016-02-08T13:52:47Z

‎5.7.4 and later

John.devonshire: /* Web Role */

2016-01-14T19:28:57Z

‎Web Role

← Older revision		Revision as of 19:18, 18 December 2019
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	[[File:SelectRoles.PNG]]		[[File:SelectRoles.PNG]]

−	If you ~~are using our Proposal Maker interface~~, double click on the ~~sales person~~ role to ~~enter the sales person name and their sales office~~. ~~This~~ will be ~~needed~~ for ~~associating~~ the salesperson to the ~~correct login~~.	+	Once you have selected the role, double click on the role to associate this web user login with an Ad Manager billposter/salesperson. If this step is not completed, there will be no data available for the billposter or the salesperson to be able to review in the billposter app or proposal maker applications.
		+
		+	If you have issues with setting up the web user, please contact Dot2Dot support staff for assistance.

@@ Line 17: / Line 17: @@
 A role called "Ad Manager Web User" needs to exist for a user to be set up with the appropriate access.  To create a new web role, go to File - New - Web Role (you will need to scroll to the end).  Enter the name "Ad Manager Web User" and Save.  Go to the Users tab and click the New button.  From here, click OK to see a list of web users that have been created.  Select the web user to add and click OK, then save and close the Web Role.
-==Setting up Billposter Accounts in Ad Manager==
+==Setting up Billposter Accounts in Ad Manager (all versions)==
 Once the Web Role information has been imported into Ad Manager, users can now [[Configuring_Billposter_App_in_Ad_Manager|Set up billposter accounts in Ad Manager]]

← Older revision		Revision as of 16:28, 21 April 2017
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	In addition, if you are using the "[[Sharing_a_Proposal_Online\|Location List]]" or "[[Sharing_POP_Online\|POP]]" online sharing features, you must enter the URL that will be the root portion of the link to be sent to clients (e.g. http ://myoutdoorcompanyname.com/'''ad-manager''' , where '''ad-manager''' is the name of the folder created [[How_to_Configure_a_Web_Ad_Manager_Server#Configure_Apache\|when configuring Apache]], and where the website files were placed).		In addition, if you are using the "[[Sharing_a_Proposal_Online\|Location List]]" or "[[Sharing_POP_Online\|POP]]" online sharing features, you must enter the URL that will be the root portion of the link to be sent to clients (e.g. http ://myoutdoorcompanyname.com/'''ad-manager''' , where '''ad-manager''' is the name of the folder created [[How_to_Configure_a_Web_Ad_Manager_Server#Configure_Apache\|when configuring Apache]], and where the website files were placed).
		+
		+	=Adding Users=
		+
		+	When adding a web user, you can associate it to a web account and to a web role. This will allow our web interfaces to authenticate users.
		+
		+	If you still have the Web Account page open, click on the Users page and click the New button. Otherwise, go to Public Folders-Web-All Users and right click in the detail view and click "New".
		+
		+	[[File:Add Web User.PNG]]
		+
		+	If the account is blank, select the account and enter the name of the person you want to have gain access to the billposter app. Click Change Password and enter a password for the user. Click Save, but do not close the Web User window.
		+
		+	Next, click the Roles page and click the New button. Select "Billposter" as the Role, and Save the Web User.
		+
		+	[[File:SelectRoles.PNG]]
		+
		+	If you are using our Proposal Maker interface, double click on the sales person role to enter the sales person name and their sales office. This will be needed for associating the salesperson to the correct login.

← Older revision		Revision as of 14:21, 21 April 2017
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	Once the Web Role information has been imported into Ad Manager, users can now [[Configuring_Billposter_App_in_Ad_Manager\|Set up billposter accounts in Ad Manager]]		Once the Web Role information has been imported into Ad Manager, users can now [[Configuring_Billposter_App_in_Ad_Manager\|Set up billposter accounts in Ad Manager]]
		+
		+	=Online Sharing=
		+
		+	In addition to setting up web roles, Ad Manager must also be configured to point to the correct Web Host Configuration. To do this, go to Tools-Options-Online Sharing. The connection name entered here '''must''' match the connection name entered during the [[How_to_Configure_a_Web_Ad_Manager_Server#Configure_the_database_connections_for_the_Web_Host_service\|Web Host Configuration]] process.
		+
		+	In addition, if you are using the "[[Sharing_a_Proposal_Online\|Location List]]" or "[[Sharing_POP_Online\|POP]]" online sharing features, you must enter the URL that will be the root portion of the link to be sent to clients (e.g. http ://myoutdoorcompanyname.com/'''ad-manager''' , where '''ad-manager''' is the name of the folder created [[How_to_Configure_a_Web_Ad_Manager_Server#Configure_Apache\|when configuring Apache]], and where the website files were placed).

@@ Line 1: / Line 1: @@
 When using the various Ad Manager web interfaces, users need to be created in the system.  This allows you to control access to data within the system.
 =Web Role=
@@ Line 27: / Line 17: @@
 A role called "Ad Manager Web User" needs to exist for a user to be set up with the appropriate access.  To create a new web role, go to File - New - Web Role (you will need to scroll to the end).  Enter the name "Ad Manager Web User" and Save.  Go to the Users tab and click the New button.  From here, click OK to see a list of web users that have been created.  Select the web user to add and click OK, then save and close the Web Role.
-Your web user can now log into the web interface with the username and password you created.
+Once the Web Role information has been imported into Ad Manager, users can now [[Configuring_Billposter_App_in_Ad_Manager|Set up billposter accounts in Ad Manager]]

@@ Line 17: / Line 17: @@
 In order to set up the web roles in Ad Manager, you will need to import them into the system.
-To import the web roles, go to the server hosting WAMP.  In the \api directory of the web Ad Manager tools you will find a file called api.xml.  Copy this file to a location where you can access it from within Ad Manager.
+To import the web roles, go to the server hosting WAMP.  In the \api directory of the web Ad Manager tools you will find a file called app.xml.  Copy this file to a location where you can access it from within Ad Manager.
 Log into Ad Manager and go to Tools-Import Web App... and select the app.xml file.  The web roles will now be in Ad Manager for you to select from.

@@ Line 19: / Line 19: @@
 To import the web roles, go to the server hosting WAMP.  In the \api directory of the web Ad Manager tools you will find a file called api.xml.  Copy this file to a location where you can access it from within Ad Manager.
-Log into Ad Manager and go to Tools-Import Web App... and select the api.xml file.  The web roles will now be in Ad Manager for you to select from.
+Log into Ad Manager and go to Tools-Import Web App... and select the app.xml file.  The web roles will now be in Ad Manager for you to select from.
 To assign a user, go to the Roles page, click New and select the desired role for this user.  The selected role will affect which web access points the user will be able to see.

← Older revision		Revision as of 13:49, 1 February 2017
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	Log into Ad Manager and go to Tools-Import Web App... and select the api.xml file. The web roles will now be in Ad Manager for you to select from.		Log into Ad Manager and go to Tools-Import Web App... and select the api.xml file. The web roles will now be in Ad Manager for you to select from.
		+
		+	To assign a user, go to the Roles page, click New and select the desired role for this user. The selected role will affect which web access points the user will be able to see.

	==5.7.3 and earlier==		==5.7.3 and earlier==

@@ Line 15: / Line 15: @@
 ==5.7.4 and later==
-You need to import roles by importing an application manifest.  Contact Dot2Dot Communications for assistance.
+In order to set up the web roles in Ad Manager, you will need to import them into the system.
 ==5.7.3 and earlier==