Getting Started

1

When accessing SBC for the first time, the default administrator user account that was created during the installation process must be used.

This account has the role System Admin, which gives full access to all functionality.

2

Log in using the user name and password.
Make sure the correct capital and lowercase letters are used.

3

Go to Service Data > Users.

4

Select the default user and select Edit (pencil icon).

5

Enter the new and full administrator details. Make sure the entered email address is valid.

6

Press Save to store all changes.

1

Log in as System Admin.

2

Go to Settings > System.

3

Select the General tab and enter your Agency (or Network) name.

4

Enter a support email address. This should be a valid email address. Ideally, the inbox of this address is watched by a group of people to never miss any notifications.

5

Enable Enable user sign up if you want new users to register themselves.

This setting will be used in the following Quick Tours.

6

Select the Notifications tab and enter the Outgoing email server, SMTP port and email address of sender.

If required by your email service provider, please also enter a user name and a password.

7

Press “Send test Email” to validate your settings.

8

Select the Infrastructure tab and enter the Frontend URL. Test the connection.

9

Enter the Public Ntrip Caster URL and port. Test the connection.

10

Select the Documents tab to upload a Privacy Notice and Terms of Use document. The supported document format is PDF.

11

Press Save to store your settings.

1

Log in as System Admin.

2

Go to Settings > Sign Up.

3

Press the “+Add field” button.

4

Enter the field Label as it should appear in the registration form.

5

Enter a Tooltip text explaining the required input to the user.

6

Enter the Maximum field length (= number of characters) that shall be supported for the entry.

7

Select the Status as Public, if the new entry should be shown in the user registration form. Else, the field will only appear to the administrator when viewing account details or editing a user account. When editing a user account, the administrator can then enter and save information related to the user account that cannot be seen by the user themselves.

8

Enable the Mandatory field if the user shall be required to provide this information with his registration. The registration form cannot be completed without this field.

9

Enable the Multiline field, to support multiple line functionality in the user registration form.

10

Press Save to confirm the new entry.

1

Go to the SBC welcome page.

2

Select Login from the top menu.

3

On the login dialogue, follow the link of “Don't have an account? Create one“

4

Fill out the registration form. Click Sign Up button to complete the registration.

5

Check for the incoming email sent from SBC to the email address of the newly registered user. This email includes the registration confirmation and the activation link.

6

Open the email and select the registration activation link to activate the registration.
Both, the user and the user’s support contact (see Notifications | Who receives a notification) receive an email notification about the activation of the registration. The user status is now automatically set to Active.

7

Login to SBC using the newly created user account and check the User Profile. You can see the information filled during registration.

1

Log in as System Admin.

2

Go to Service Data > Users.

3

Click on the Edit icon of the user you want to edit.

4

In the Account Information section, change the Status from Active to Inactive.

5

Press Save to confirm the change. Notice in the Users data table that the status icon has changed to Inactive.

1

Log in as System Admin.

2

Go to Service Data > Articles.

3

Select +Add article button.

4

On the first wizard page enter the Details.

Define at least an Article name and a Subscription period. Set the Status to “Public” so it will be available in Shop in later quick tours.

5

Select Next: Product at the bottom of the wizard.

6

On the second wizard page select the Products.

Assign at least one product to the article by selecting it from the list. Use the filtering if you already have many products in the list.

7

Select Next: Organisations at the bottom of the wizard.

8

On the third wizard page select the Organisations.

The Direct Sales Organisation is selected by default. At this point and for the quick tour, keep it like this.

If you want to learn more about Sales Organisation see Organisations

9

Select Save to confirm the article configuration. Notice the newly created article in the Article table.

1

Log in as End User.

2

Go to Shop.

3

Click on the Subscribe button to add one article to your shopping cart.

4

Accept the Terms of Use by marking the checkbox.

5

Click on the Subscribe button to complete the order.

6

The subscription will be listed as “awaiting activation by service operator” in the Account Details > Subscriptions.

7

Check for confirmation and notification emails sent to the user and administrators, respectively.

1

Log in as System Admin.

2

Go to Service Data > Subscriptions.

3

Type “pending” into the filter field to see only those users that have pending orders of subscriptions.

4

Select the Edit button in the row of the user that has requested the activation of a subscription.

5

Click on the Activate button to start the subscription period.

6

Select Save to confirm the changes.

7

The End User now has access to the subscribed article.

1

Log in as System Admin.

2

Go to Service Data > Users.

3

Select +Add user button.

4

Fill in at least all mandatory user properties.

5

Select Save to confirm the changes.

6

Go to Service Data > Subscriptions.

7

Select +Add subscription button.

8

Select “Select user” to open the dialogue to search and select the user. Confirm your selection.

9

Select “Select article” to open the dialogue to search and select the article. Confirm your selection.

10

Review your selection of subscription owner and content.

11

Click on the Activate button to start the subscription period.

12

Press Save to confirm the changes.

13

The newly created End User now has access to the subscribed article.

1

Log in in as System Admin.

2

Go to Service Data > Regions.

3

Select +Add region button.

4

Enter a Region name and an optional Description.

5

A region can be defined by importing from a KML file or can be drawn on the map directly using the built-in tools available within the map area.

6

Press Save to confirm.

7

The new region is now listed in the Regions table.

8

To assign the region follow the steps below. Ideally, create some more regions by repeating steps 3-6 to get a better idea of the functionality in the following steps.

1

Log in in as System Admin.

2

Go to Service Data > Articles.

3

Select +Add article button.

4

On the first wizard page enter the Details. Define at least an Article name and a Subscription period.

Enable the Restriction which will show additional input fields.

5

On the right-hand side, the list shows all regions previously created. Select at least one.

You can select multiple regions here.

6

Select the Number of regions per subscription. This number must be less than or equal to the number of regions selected from the list.

Later, when creating a subscription for a user, assign the configured number of regions from the selected possible list of regions.

7

Select Next: Product at the bottom of the wizard.

8

On the second wizard page select the Products.

Assign at least one product to the article by selecting it from the list. Use the filtering if you already have many products in the list.

9

Select Next: Organisations at the bottom of the wizard.

10

On the third wizard page select the Organisations.

The Direct Sales Organisation is selected by default. At this point and for the quick tour, keep it like this.

If you want to learn more about Sales Organisation see Organisations

11

Select Save to confirm the article configuration. Notice the newly created article in the Article table.

1

Log in as System Admin.

2

Go to Service Data > Subscriptions.

3

Select +Add subscription button.

4

Select “Select user” to open the dialogue to search and select the user. Confirm your selection.

5

Select “Select article” to open the dialogue to search and select the previously created article. Confirm your selection.

6

Now additional input fields are visible, listing all regions assigned to the article. Select up to “Number of regions per subscription“ regions from the list.

7

Review your selection of subscription owner and content.

8

Click on the Activate button to start the subscription period.

9

Press Save to confirm the changes.

10

The user now has access to the subscribed article within the selected geographical regions.