Professional Documents
Culture Documents
User Guide
September 2006
PM-2006-1213 v2
Contents
Chapter 1 Introduction
About Content Manager ............................................................2
About This Guide .....................................................................2
Logging In to Content Manager ..................................................3
Changing Your Login and Password Information ...........................3
Logging Out .......................................................................4
The Content Manager Interface ..................................................5
The Welcome Screen ............................................................5
Viewing and Working With Lists ...............................................6
Using the Filters Screen ........................................................8
Chapter 11 Statistics
Managing Statistics Processes................................................ 442
Searching Statistic Processes .............................................. 442
Viewing Process Details ..................................................... 443
Statistics Tracking ................................................................ 447
Searching Statistics Compilations ......................................... 448
Viewing Statistic Compilation Details ..................................... 448
Device Statistics .................................................................. 451
Downloads Per Brand ....................................................... 451
Downloads Per Model........................................................ 452
Content Statistics................................................................. 453
Downloads Per Provider..................................................... 453
Downloads Per Content ..................................................... 454
Content Per Provider ........................................................ 454
Other Statistics.................................................................... 455
Downloads Per Offer ......................................................... 455
Downloads Per Service ...................................................... 456
Content Manager 2.1 is a powerful new content management solution that integrates a
comprehensive device database, intelligent content adaptation, powerful storefront
publishing, flexible APIs, subscription services, Application Manager, and WAP billing
capabilities into a single, powerful platform.
Content Manager brings together the key elements of mobile content management—from
content creation to billing and settlement on a global basis—enabling you to consolidate
mobile content offerings and reach the largest possible number of operators, handsets, and
mobile subscribers.
This guide describes all back-office (administrative level) and front-office (end-user level)
tasks performed and functionality available in Content Manager 2.1.
NOTE: You may not have access to all functions listed in this document, depending on the
rights attributed to your account. For more information, see “Understanding Rights”
on page 11.
1. To access the Mobile 365 Content Manager 2.1 interface, type the Web URL of the Content
Manager 2.1 server into your browser’s address field and press the Enter key.
3 The Content Manager 2.1 Login screen displays.
3. Click Enter.
3 The Welcome screen displays (Figure 1.3 on page 5).
NOTE: It is recommended that you change your login and password as soon as possible
during your first Content Manager session.
5. In the Confirm new password field, enter the new password again.
6. Click Submit.
3 Your changes will take effect the next time you log into Content Manager.
Logging Out
To log out of Content Manager, click Logout in the upper right corner of the application (see
Figure 1.3 or Figure 1.5 on page 6, for more detail).
CAUTION: While using the Content Manager application, it is recommended that you do
not use your browser’s Back and Next buttons to navigate the program.
Instead, use the menus, buttons, and links provided by Content Manager.
The Content Manager Welcome screen is the first screen you see when you log in to the
application. From here, you can access all Content Manager functions using the menu bar.
NOTE: Depending on the implementation of Content Manager and rights granted, you may
only have access to certain menus and functions. For more information, see
“Understanding Rights” on page 11.
• Administrators — Manage back-office (or administrator/client) groups, accounts, and
rights. For more information, see “Back-Office Management” on page 40.
• End-users — Manage front-office (or end-user) services, groups, accounts, and
rights. For more information, see “Front-Office Management” on page 60.
Additional Options
Additional menu options are located in the far upper right corner of the Welcome screen:
• You are — Your login information
• Preferences — Click to modify interface (skin, language, and Welcome screen)
preferences
• Logout — Click to end the current session
To access information about the Content Manager application, click the Mobile 365 logo
located in the far upper left corner of the Welcome screen.
3 The Version Information screen displays, listing information about both the Content
Manager application and the platform on which it operates.
NOTE: The List groups screen is used in this generic example. Functions available at the
top of the screen may differ depending on the element you are viewing. Element-
specific functionality is described in its appropriate section of this guide.
1. This area displays the current location of the application. Click available links to jump to
that location in Content Manager.
2. Click Edit filters to modify filter settings for searches within an element. For more
information, see “Using the Filters Screen” on page 8.
5. Use the pull-down menu to show a specific number of items per page — 5, 10, 15, 20, 50,
100, or 500 items per page.
9. Select an item using the check box located in the first column on the left. Click the top
check box to select all items in the list.
10. Click available column headings to sort column items alphabetically (default is
descending; click again to sort ascending).
Whenever you perform a search using Content Manager, you can create a filter using various
search criteria in order to sift records and return a specific set of search results. Although the
filter criteria may differ between the type of information you are searching, the process of
creating and applying filters is the same.
From the Filters screen, you can perform the following tasks:
• Click Show table to view a list of elements matching criteria set in the current filter. If
no filter is currently selected, the Show table link returns you to the full list of
elements.
• Enter filter criteria and click the corresponding to add a new filter.
• Check the not box to reverse the operator. For example, “contains” becomes “does not
contain”.
• Click Reset filters to delete active filters for the related element.
When a filter is applied, the following information is provided in the Current filters area of
the Filters screen:
• The criteria on which the filter is applied.
• The operator used for the filter (for example, “contains”).
• The variable value entered for the filter.
A search is defined using both text and numeric filter criteria. Filter criteria is considered the
information by which to perform your search. For example, searching by a Name.
Filter operators narrow the search by defining the criteria further. For example, searching for
an account containing a specific Name.
NOTE: Depending on the search you are conducting, filter criteria and operators available
may differ.
Text Operators
Text criteria is information used in a search that is textual in value — a search by a name or
description, for example.
NOTE: The following operators may or may not be available depending on the type of filter
you are creating or viewing.
Operator Description
contains Returns records containing a specific case-sensitive search string.
contains (insensitive) Returns records containing a specific search string (not case-sensitive).
equal to Returns records exactly equal to a specific case-sensitive search string.
equal to (insensitive) Returns records exactly equal to a specific search string (not case-sensitive).
is like Returns records containing a certain case sensitive search string with specified
parameters. For more information, see the table below.
like (insensitive) Returns records containing a certain search string with specified parameters (not
case-sensitive). For more information, see the table below.
greater than Returns records larger than a specific search string.
less than Returns records smaller than a specific search string.
less than or equal to Returns records smaller than or equal to a specific search string.
greater than or equal to Returns records larger than or equal to a specific search string.
The following values are also available for more precise filtering the text operator “is like”:
Additional Operators
Other criteria includes information used in a search that is numeric in value — a search by a
phone number or IMEI, for example.
NOTE: The following operators may or may not be available depending on the type of filter
you are creating or viewing.
Operator Description
equal to Returns records equal to a specific search string.
greater than Returns records greater than a specific search string.
greater than or equal to Returns records greater than or equal to a specific search string.
less than or equal to Returns records less than or equal to a specific search string.
less than Returns records less than a specific search string.
NOTE: Date and time criteria formats are YYYY-MM-DD and HH:MM:SS.
This chapter defines the rights granted to various elements within Content Manager.
Content Manager uses a user type and rights hierarchy structure that allows for customized
group, account, and individual user levels of access and functionality within the application.
Every user of the system uses an account to access specific Content Manager functions.
Users may include content providers, brand marketers, or portal owners, for example.
Depending on the rights assigned to each user type, functionality available may include
access to all or several elements of the Content Manager application.
Account Rights
Back-office (administrator) account rights are associated to only those user accounts with
access to the functions available in the Administrator menu. Back-office accounts inherit
the same rights as their associated parent groups.
NOTE: If the back-office account is not associated with a parent group, then the account
will have no rights. If you log in using an account that does not have rights, the
only screen available is the Welcome screen (Figure 1.3 on page 5).
Front-office (end-user) account rights are inherited from their associated parent groups. If
there is no parent group associated with an account, the account assumes the rights granted
to its associated end-user group determined by the service(s) to which it is subscribed.
Group Rights
Groups are designed to organize and give user accounts a structure. For instance, a portal
owner may have back-office groups such as “Backend administrators”, “Storefront
administrators”, and “Content validators”. Front-office groups are used to collectively manage
a client's target end-users. Front-office groups may include groups such as “News
subscribers” and “Content download service users”.
The following table describes the rights available for association with Content Manager
groups:
Navigation Rights
The Navigation rights tab allows you to define resource access to the Web administration
pages. You cannot use the Navigation rights tab to define rights directly to managed
objects.
For example, you may give access to a back-office group to the End-users menu, but you
will also need to grant rights for end-user services and groups to enable this back-office
group to completely manage end-users.
The “view navigation node” right allows resources to access a Content Manager menu or
menu option.
For information about managing navigation rights, see “Using the Navigation Rights Tab” on
page 48.
Service Rights
There are two types of service rights available for association with Content Manager services:
global — Rights are granted to groups globally affecting all available services. For
information about managing global service rights, see “Managing Global Service Rights” on
page 69.
service — Rights are granted to groups individually affecting a selected service. For
information about managing individual service rights, see “Editing a Service” on page 64.
History rights are granted to allow groups to view and/or store history logs. History logs track
user activity within Content Manager. For more information about defining history rights, see
“Managing History Rights” on page 473.
The following table describes the system history rights used by Content Manager:
Right Description
read history traces allows the group to view history logs
store history traces allows the group to store history logs
Content provider rights are granted to allow groups to manage content and content versions.
NOTE: You can grant only those rights that you already have on content providers.
Category rights are granted to allow groups to manage content and content categories.
The following table describes the content category rights used by Content Manager:
In order to view or modify content, you must have the following rights:
• “Read content” granted to the content parent category
• “Read published contents” granted to the content provider
NOTE: When viewing or modifying content, the following rules apply:
• If you have only the “update content” right on parent categories of the content,
you can modify all elements of the content except the content status.
• If you have only the “validate content” right on all parent categories of the
content, you can modify only the content status.
• If you have both rights, you can modify all elements of the content, even if the
content status is “validation pending”.
NOTE: When viewing or editing a content version, the following rules apply:
• If you have only the “edit content version” right, you can modify all elements of
the content version except the status.
• If you have only the “validate content version” right, you can modify only the
content version status.
• If you have both rights, you can modify all elements of the content, even if the
content status is “validation pending”, or the content version is stored as
“validated”.
Device rights are granted to groups to manage devices and information in the Device
Knowledge Base (DKB). For more information, see “Managing Device and DKB Rights” on
page 297.
The following table describes the device rights used by Content Manager:
Right Description
Global read Allows groups total read access to the DKB.
Manage structure Allows groups to manage system structure and the DKB.
Right Description
Sign structure Allows groups to sign (certify) data in the knowledge database that
can be exported to a DKB archive.
Delete structure Allows groups to delete data from the DKB.
Import archive Allows groups to manage DKB archive import (synchronization)
processes.
Export archive Allows groups to manage DKB archive export (generation)
processes.
Manage applications Allows groups to manage applications types, applications, applica-
tion versions, associated user agents, and detection rules.
Delete applications Allows groups to delete applications types, applications, application
versions, associated user agents, and detection rules.
Manage profiles Allows groups to manage device profiles and profile capabilities, as
well as data related to a device model (aliases, IMEI, and so on).
Delete profiles Allows groups to delete device profiles and profile capabilities, as
well as data related to a device model (aliases, IMEI, and so on).
All
Catalog Rights
Catalog rights are granted to allow groups to manage catalog items for a specific service. For
more information, see “Managing Back-Office Catalog Rights” on page 367.
The following table describes the administrator-level catalog rights used by Content
Manager:
Right Description
create catalog item Allows groups to create offers, bundles, and triggers associated to
the selected service.
update catalog item Allows groups to modify offers, bundles, and triggers associated to
the selected service.
delete catalog item Allows groups to delete offers, bundles, and triggers associated to
the selected service.
read catalog item Allows groups to view offers, bundles, and triggers associated to
the selected service.
Content topic rights are granted to allow groups to manage content topics. For more
information, see “Managing Topic Rights” on page 377.
The following table describes the administrator-level content topic rights used by Content
Manager:
Right Description
create topics Allows groups to create topics.
update topics Allows groups to modify topics.
Right Description
delete topics Allows groups to delete topics.
read topics Allows groups to view topics associated with the selected content system.
System administration rights are granted to allow groups to manage system elements. For
more information, see “Managing System Administration Rights” on page 424.
The following table describes the administrator-level system configuration rights used by
Content Manager:
Right Description
create system item Allows back-office groups to create system elements.
update system item Allows back-office groups to modify system elements.
delete system item Allows back-office groups to delete system elements.
read system item Allows back-office groups to view system elements.
Tracking Rights
Tracking rights (session and bulk process rights) are granted to allow groups to manage
delivery operations for a selected service. For more information, see “Managing Session and
Bulk Process Rights” on page 439.
The following table describes the administrator-level tracking rights available for all sessions
and bulk-processes used by Content Manager:
Right Description
create sessions and bulk processes Allows back-office groups to start new sessions or bulk processes
associated with the selected service.
update sessions and bulk processes Allows back-office groups to modify sessions or bulk processes
associated with the selected service.
delete sessions and bulk processes Allows back-office groups to delete sessions or bulk processes
associated with the selected service.
read sessions and bulk processes Allows back-office groups to view sessions or bulk processes asso-
ciated with the selected service.
Offer Rights
• global — Rights are granted to groups globally affecting all offers. For more
information, see “Using the Administration Rights Tab” on page 333.
• new offers — While creating a new offer, rights are assigned to groups affecting only
the new offer. For more information, see “Using the End-Users Rights Tab” on
page 332.
This section provides instruction on how to configure Content Manager to quickly start a
Short Message Service (SMS) bulk campaign.
4. Click Submit.
3 The new service is created, and the Edit service screen displays.
5. From the End-users menu, select Structure > Groups.
3 The Groups screen displays.
6. Click New group.
3 The New group screen displays.
8. Click Submit.
3 The new group is created, and the Edit group screen displays. For information about
editing a group, see “Editing a Front-Office Group” on page 74.
4. From the Templates list box, select all available templates. Press and hold Ctrl to select
multiple templates.
5. Click Submit.
3 The new provider is created.
6. From the Content menu, select Structure > Categories.
3 The Categories screen displays.
7. Click New category.
3 The New category screen displays.
9. From the Content providers list box, select the provider you created.
1. From the End-users menu, select Bulk Operations > List imports.
3 The List imports screen displays.
2. Click Create import.
3 The Import accounts screen (1 of 2) displays (Figure 3.5 on page 26).
4. Click Next.
3 The Import accounts screen (2 of 2) displays (Figure 3.6 on page 27).
5. Review the options you selected, and click Start to start the bulk operation.
6. To refresh your view of the operation status until the Progression (fourth from the
bottom) has reached 100%, repeatedly click Refresh.
NOTE: To check that accounts were successfully imported, search for one of the MSISDNs
you imported to ensure that it is attached to the created service.
2. On the Search by address tab, type the MSISDN you imported in the Address field.
NOTE: You can utilize variables in the message: “$firstname” or “$lastname” for
the first and last names of the user. You may change the text later. For more
information about content variables, see “Adding Content Versions” on
page 144.
7. Click Submit.
3 The Compatibilities tab on the Edit content version screen for the new content
version displays (Figure 3.10 on page 31).
10. To list the specific features for the selected brands, check the Selected features box.
3 The Compatibilities tab refreshes and displays a drop-down list of features.
11. To list available device profiles, click Show device profiles.
3 The Compatibilities tab refreshes and displays a list of available device profiles.
Figure 3.10 on page 31 shows the Compatibilities tab expanded to display features,
brands, and device profiles.
12. Select the device profiles to use with the content version.
18. To list the device profiles available for the selected brands, click Show device profiles.
3 The Compatibilities tab expands to show device profiles.
19. Check the boxes next to all compatible devices.
25. To list the specific device profiles for the selected brands, click Show device profiles.
3 The Compatibilities tab expands to show device profiles.
26. Select all compatible devices.
3. Ensure that a topic was created following the new content creation. It should have the
same name.
7. Click Submit.
3 The Edit offer screen displays.
8. Click the Bundles tab.
13. Click a topic from the Topic name column corresponding to the previously created
content (it should have the same name).
17. To return to the Edit bundle screen, which now lists the selected topic and its associated
topic patterns, click Edit bundle.
NOTE: This step is optional. You need to perform the following actions only if you want to
configure an MO keyword enabling users to request the content you defined above.
3. Select filter(s) for the trigger. Upon reception of a message respecting these filters on the
Application ID associated with the parent offer, the content delivery will automatically be
triggered.
NOTE: Notice that you can edit or remove the new trigger using the links at the far
right.
7. To define front-office (end-user) groups’ rights for the offer, click the End-users rights
tab.
NOTE: To delete a listed group and its associated right, click the next to the
corresponding group.
1. From the Content menu, select Import contents > Bulk process.
3 The Bulk process screen displays.
2. Click Create process.
3 The Create bulk process screen displays (Figure 3.16 on page 38).
6. From the Content provider list, select a provider for the content.
7. Click Next.
3 The Targets tab on the Create bulk process screen displays.
9. Click Next.
3 The Bulk flow control strategy tab displays.
10. Click Next.
3 The Timeslots tab displays.
11. Specify the days of the week and running time on which the process runs. Click Add
timeslot when finished.
EXAMPLE: Select every day of the week, select “08:00” as the Authorized start time,
select “20:00” as the Authorized end time, and click Add timeslot.
This chapter describes the functionality available from the Administrators menu. The
options in the Administrators menu are intended only for those users who have
administrative rights on the applications: administrators and back-office accounts. In
addition, the Administrators menu is accessible only if you are a member of an authorized
group. Authorized groups are groups with at least one right over a back-office group.
For a complete listing of rights used by Content Manager, see “Understanding Rights” on
page 11.
The Administrators menu enables management of administrator groups. They are groups
of administrators to which you can attribute rights for specific resources: contents, front-
office groups, other back-office groups, and more.
The List Groups option found under the Administrators menu lists all authorized
administrator groups.
The List groups screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the List groups screen, you can perform the following
tasks:
• From the Name column, click a group name to edit. For more information about
editing a group, see “Editing a Back-Office Group” on page 44.
• Click New Group to create a new back-office group. For more information, see
“Creating a New Back-Office Group” on page 43.
• Click Delete to remove all selected groups. For more information, see “Deleting Back-
Office Groups” on page 49.
NOTE: You must have the “delete children groups” right for all parent groups from
which to remove child groups. The Parent groups column displays the
parent groups to which a child group is assigned.
• Click Global Rights to modify permissions on all back-office groups. For more
information, see “Defining Back-Office Global Rights” on page 49.
The Filters screen allows you to set search criteria that returns a list of groups specific to
that criteria.
1. From the List groups screen (Figure 4.1 on page 41), click Edit filters.
3 The List groups > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: To create a new back-office group associated with an existing group, you must have
the “create children groups” right for the existing group or the “create groups
anywhere” right.
NOTE: The New group function is also available when searching for or editing a
group. For more information, see “Searching Back-Office Groups” on
page 42 and “Editing a Back-Office Group” on page 44.
5. From the Parent groups list, select the parent groups with which to associate the group.
Press and hold Ctrl to select multiple parent groups.
NOTE: Only groups for which you have the “create children groups” right display in
the Parent groups list.
NOTE: To edit a group, you must have the appropriate rights. For more about these rights,
see “Group Rights” on page 12.
To edit a group:
1. From the Name column on the List groups screen (Figure 4.1 on page 41), click a group
to edit.
3 The Edit group screen displays.
From the Edit group screen, you can perform the following tasks:
• Click New group to create a new group. For more information about creating a group,
see “Creating a New Back-Office Group” on page 43.
• If you have the appropriate rights, click Delete to remove the edited group. For more
information about deleting a group, see “Deleting Back-Office Groups” on page 49.
• Click Associated accounts to list accounts using a filter to display only accounts
attached to this group.
• Click List groups to return to the List groups screen. For more information about
viewing groups, see “Viewing Back-Office Groups” on page 41.
• Click Submit to apply any changes to the group.
• Click the Parent groups tab to manage associated parent groups. For more
information about parent groups, see “Using the Parent Groups Tab” on page 56.
• Click the Rights on group tab to grant rights to the edited group to other back-office
groups. For more information about granting rights, see “Using the Rights On Group
Tab” on page 47.
• Click the Navigation rights tab to display all navigation rights granted to this group.
For more information about navigation rights, see “Using the Navigation Rights Tab” on
page 48.
The Parent groups tab on the Edit group screen allows you to add or remove parent
groups from the edited group.
1. From the Available groups list, select a group or set of groups to add. Press and hold
Ctrl to select multiple groups.
2. Click Add to selected groups > to add the selection to the Parent groups list.
1. From the Parent groups list, select a group or set of groups to remove. Press and hold
Ctrl to select multiple groups.
2. Click < Remove from selected groups to remove the selected group or groups from
the Parent groups list and add them to the Available groups list.
NOTE: If you de-select all groups from the list, you will no longer be able to see the edited
group unless you have all rights granted on all back-office groups.
The Rights on group tab allows you to define rights granted to other back-office groups
associated with the edited group. For information about granting rights to all back-office
groups simultaneously, see “Group Rights” on page 12.
NOTE: You may only grant rights that you already have on the target group(s).
1. Check the box next to each right to grant. For a complete description of back-office group
rights, see “Group Rights” on page 12.
2. From the Groups list, select the groups to which to grant rights. Press and hold Ctrl to
select multiple groups.
The Navigation rights tab on the Edit group screen allows you to define access to the Web
administration pages. You cannot use the Navigation rights tab to define rights directly to
managed objects.
For example, you may give access to a back-office group to the End-users menu, but you
will also need to grant rights for end-user services and groups to enable this back-office
group to completely manage end-users.
1. From the Edit group screen, click the Navigation rights tab.
3 The Navigation rights tab displays.
2. From the Resources list, select the resources (navigation nodes on the back-office
interface). Press and hold Ctrl to select multiple resources. You can also select All
navigation nodes to grant rights on all menus. All menus are listed in the Resources
list, from the most generic level down to the most detailed level.
• For example, in the Administrators menu, you can grant rights on the whole
Administrators menu by selecting it, or select a more specific item to which to grant
rights, such as the List Groups function.
NOTE: These rights apply only to navigation resources (menus on the Web
administration interfaces). External systems using the platform APIs are not
affected by these rights.
To revoke access by a resource, click the next to each resource from which to remove
access.
NOTE: You must have the appropriate rights in order to delete a group. For more
information about rights, see “Group Rights” on page 12.
1. From the List groups screen, check the box next to the groups to delete. Check the box
at the top of the column to quickly select all groups.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected groups?” displays.
NOTE: You can also delete an edited group by clicking Delete on the Edit group screen.
The Global rights screen allows you to manage rights affecting all back-office groups and
accounts. For information about granting rights to a specific group, see “Using the Rights On
Group Tab” on page 47.
NOTE: You may manage only those rights already granted to you.
2. Check the box next to each right to grant. For a complete description of group rights, see
“Group Rights” on page 12.
3. From the Groups list, select the groups that will benefit from the rights. Press and hold
Ctrl to select multiple groups.
NOTE: Only accounts members of groups for which you have rights are listed. A default
filter is active to hide all “system” accounts and show only “user” accounts.
The List accounts screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the List accounts screen, you can perform the
following tasks:
• Click an item in the Name column to edit an account. For more information about
editing accounts, see “Editing a Back-Office Account” on page 54.
• Click New account to create a new account. For more information about creating
accounts, see “Creating a New Back-Office Account” on page 53.
NOTE: New account is available only if the “create children accounts” right is
granted for a back-office group, or the “create account anywhere” right is
granted.
• Click Delete to remove selected account(s). You must have the right to “delete any
account”, or the right to “delete children accounts” by a parent group.
The Filters screen allows you to set search criteria that returns a list of groups specific to
that criteria.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: To create a new group associated with an existing group, you must have the
“create children groups” right for the existing group, or the “create groups
anywhere” right.
To create an account:
1. From the List accounts screen (Figure 4.9 on page 51), click New account.
3 The New account screen displays (Figure 4.11 on page 54).
NOTE: The New account function is also available when searching for or editing an
account. For more information, see “Searching Back-Office Accounts” on page 52
and “Editing a Back-Office Account” on page 54.
2. In the Login field, enter a login name for the account. The login name must be unique.
4. In the Password confirmation field, enter the login password a second time for
confirmation.
5. Select the status of the account: Active or Inactive. If Inactive is selected, the
administrator will not be able to access Content Manager.
6. From the Parent groups list, select one or several parent groups for the new account.
Press and hold Ctrl to select multiple parent groups.
NOTE: Only groups for which you have the “create children accounts” right are listed in the
Parent groups list.
7. Click Submit.
To edit an account, you must have at least one of the following rights for one of its parent
groups (or for all groups):
• “update children accounts” (or “update any account”) — to modify its properties
• “manage children accounts” (or “manage any account”) — to change its parent groups
To edit an account:
1. From the Name column on the List accounts screen, click an account to edit.
3 The Details tab on the Edit account screen displays.
From the Edit account screen, you can also perform the following tasks:
• Click New account to create a new account. For more information, see “Creating a
New Back-Office Account” on page 53.
• Click Delete to remove the edited account. This is available only if you have the
appropriate rights. For more information, see “Deleting Back-Office Accounts” on
page 59.
• Click List accounts to return to the List accounts screen. For more information, see
“Viewing Back-Office Accounts” on page 51.
• Click the Details tab to view and modify general information about the account. For
more information, see “Using the Details Tab” on page 56.
• Click the Parent groups tab to access parent group information for the edited
account. Groups displayed are groups to which you have the “manage child groups”
right. For more information, see “Using the Parent Groups Tab” on page 56.
• Click the IP restrictions tab to access IP verification rules for the edited account. For
more information, see “Using the IP Restrictions Tab” on page 58.
The Details tab on the Edit account screen displays the following account information:
• Login — The login name for the account. This name can be modified, but it must be
unique (two accounts cannot have the same login).
• New password — Type a new password for the account.
• Confirm new password — Type the new password for a second time for
confirmation.
• Description (optional) — Type a description of the account.
• Type — The type of account. Select User (a physical user accessing the web
interface), or External system (an application or system accessing the system using
the API).
• Status — Select Active to allow login to back-office accounts, or select Inactive to
disable the login.
• Last name — Last name of the administrator who will use the account.
• First name — First name of the administrator who will use the account.
• E-mail address — E-mail address of the administrator who will use the account.
• Phone number — Phone number of the administrator who will use the account.
• Creation date — Creation date of the account. Cannot be modified.
• Last modification date — Date of last modification; automatically updated.
The Parent groups tab on the Edit account screen allows you to add or remove parent
groups from the edited account.
NOTE: To associate an account to a parent group, you must have the “manage children
accounts” right for one of its current parent groups AND for the target groups (or
have the “manage any account” right for all groups).
To manage parent groups for the selected account, from the Edit account screen, click the
Parent groups tab.
3 The Parent groups tab displays (Figure 4.13 on page 57).
1. From the Available groups list, select a group or set of groups to add. Press and hold
Ctrl to select multiple groups.
2. Click Add to selected groups > to add the selection to the Parent groups list.
1. From the Parent groups list, select a group or set of groups to remove. Press and hold
Ctrl to select multiple groups.
2. Click < Remove from selected groups to remove the selected group or groups from
the Parent groups list and add them to the Available groups list.
NOTE: If you remove all groups from the list, you will no longer be able to see the edited
group unless you have all rights granted on all back-office groups.
When an administrator or external system tries to connect to Content Manager, the system
checks the coherence of its login, password, and IP address.
2. Specify a range of IP addresses that are authorized to access Content Manager using the
edited account.
• IP range: Enter a minimum IP and a maximum IP, then click Add to add them one by
one to the list of Authorized IP addresses.
• IP subnet: Enter the IP address and NetMask to define the IP addresses authorized to
access Content Manager using the edited account. Click Add to add them one by one
to the list of Authorized IP addresses.
• IP address: Specify individual IP addresses that are authorized to access Content
Manager using the edited account. Enter one IP address at a time. Click Add to add
them one by one to the list of Authorized IP addresses.
3. Local VM — This option only applies to external systems that are executed in the same
java virtual machine as Content Manager and, consequently, are located on the same
server. Click Add to add the option.
1. From the Authorized IP addresses list, select the addresses to remove. Press and hold
Ctrl to select multiple addresses.
NOTE: You must have the “delete any account” right in order to delete an account.
To delete an account:
1. From the List accounts screen (Figure 4.9 on page 51), check the box next to one or
several accounts to delete. Check the box at the top of the column to quickly select all
accounts.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected accounts?”
displays.
NOTE: You can also delete an edited account by clicking Delete on the Edit account
screen.
Managing Services................................................................................................... 61
Viewing Services ..................................................................................................... 61
Searching Services .................................................................................................. 62
Creating a New Service ............................................................................................ 62
Editing a Service ..................................................................................................... 64
Deleting a Service ................................................................................................... 69
Managing Global Service Rights ................................................................................. 69
Managing Front-Office Groups ................................................................................... 71
Viewing Front-Office Groups...................................................................................... 71
Searching Front-Office Groups................................................................................... 72
Creating a New Front-Office Group ............................................................................ 73
Editing a Front-Office Group...................................................................................... 74
Deleting a Front-Office Group.................................................................................... 80
Managing Front-Office Accounts ................................................................................ 81
Searching for a Front-Office Account .......................................................................... 81
Creating a New Front-Office Account .......................................................................... 83
Editing a Front-Office Account ................................................................................... 84
Deleting a Front-Office Account ................................................................................. 97
Searching Front-Office Account History Logs ............................................................... 98
Managing Mobile Devices.......................................................................................... 99
Searching for a Device by IMEI ................................................................................. 99
Searching for Devices by Unresolved IMEI ................................................................ 100
Searching Devices by Unresolved IMEIs.................................................................... 100
Uploading Accounts ............................................................................................... 101
Viewing Account Imports ........................................................................................ 101
Searching Bulk Account Imports .............................................................................. 102
Creating a Bulk Account Import File ......................................................................... 102
This chapter describes the functionality available from the End-users menu. The options in
the End-users menu are available for managing users without administration rights on
front-office applications. For more information about rights, see “Understanding Rights” on
page 11.
Managing Services
Services correspond to different branded sites that distribute content stored in Content
Manager. A service may be associated with several groups.
Viewing Services
NOTE: You must have the right to “read service” in order to view services.
2. Click Show table to view a list of services on the Services screen. For information about
the Filters screen, see “Searching Services” on page 62.
3 The Services screen displays a list of all available services.
The Services screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Services screen, you can perform the following tasks:
• From the Name column, click a service name to edit. For more information, see
“Editing a Service” on page 64.
• Click New service to create a new service. For more information, see “Creating a New
Service” on page 62.
• Click Delete to remove all selected services. For more information, see “Deleting a
Service” on page 69.
• Click Rights on all services to modify permissions on all services. For more
information, see “Managing Global Service Rights” on page 69.
Searching Services
The Filters screen allows you to set search criteria that returns a list of services specific to
that criteria.
1. From the Services screen (Figure 5.1 on page 61), click Edit filters.
3 The Services > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the appropriate rights granted in order to create a new service. For
more information about rights, see “Service Rights” on page 14.
1. From the Services screen (Figure 5.1 on page 61), click New service.
NOTE: The New service function is also available when searching for or editing a service.
For more information, see “Searching Services” on page 62 and “Editing a Service”
on page 64.
3 The New service screen displays (Figure 5.3 on page 63).
2. From the Service type list, select a type for the new service.
3. In the Name field, type a name for the service. The service name must be unique (two
services cannot have the same name).
6. From the Languages list, select the languages to use with the service. Press and hold
Ctrl to select multiple languages.
7. From the Countries & Operators list, select the available country and operator codes to
use with the service. Press and hold Ctrl to select multiple codes.
8. Click Submit.
3 The Edit service screen displays allowing you to modify details about the service and
rights associated to it. For more information, see “Editing a Service” on page 64.
Editing a Service
NOTE: You must have the appropriate rights granted in order to edit services. For more
information about rights, see “Service Rights” on page 14.
To modify a service:
1. From the Name column on the Services screen, click a service to edit.
NOTE: The Edit service screen also displays immediately after you create a new service.
3 The Details tab on the Edit service screen displays.
From the Edit services screen, you can perform the following tasks:
• Click New service to create a new service. For more information, see “Creating a New
Service” on page 62.
• Click Delete to delete the selected service. For more information, see “Deleting a
Service” on page 69.
• Click Associated groups to access the front-office groups list using a filter to show
only those groups that are associated with this service.
• Click the Details tab to view or modify general information about the service. For
more information, see “Using the Details Tab” on page 65.
• Click the Languages tab to view or modify the languages used with the service. For
more information, see “Using the Languages Tab” on page 65.
• Click the Rights tab to view or modify rights affecting the edited service. For more
information, see “Using the Rights Tab” on page 66.
• Click the Countries & Operators tab to view or modify the country and operator
codes used with the service. For more information, see “Using the Countries &
Operators Tab” on page 67.
The Details tab on the Edit services screen (Figure 5.4 on page 64) displays the following
information about the service:
• Service type —the type of service defined during service setup; cannot be modified
• Name — the name of the service; can be modified
• Description — an optional description of the service; can be modified
• Creation date — the date on which the service was created; cannot be modified
• Last modification date — the date on which the service was last modified; updated
automatically
The Languages tab on the Edit service screen allows you to add or remove language
support from the service.
1. From the Available languages list, select the languages for which to add support. Press
and hold Ctrl to select multiple languages.
1. From the Languages list, select the languages from which to remove support. Press and
hold Ctrl to select multiple languages.
The Rights tab on the Edit service screen allows you to add or remove rights to groups
associated with the service.
NOTE: Only back-office groups to which you have rights are listed. You can grant or revoke
only those rights you already have on services.
2. Check the box next to each right to grant. For a description of each right available, see
“Service Rights” on page 14.
3. From the Groups list, select the back office groups to which to grant the selected rights.
Press and hold Ctrl to select multiple groups.
To remove service rights from groups, click the next to each right to revoke.
The Countries & Operators tab on the Edit service screen allows you to select specific
country and operators to use with the service.
NOTE: Countries and operators must be added to the database before they can be used
with a service. For more information, see “Adding a Country” on page 461.
Figure 5.7: Edit service Screen > Countries & Operators Tab
1. From the Available countries & operators list, select the countries and operators for
which to add support. Press and hold Ctrl to select multiple items.
1. From the Associated countries & operators list, select the items from which to
remove support. Press and hold Ctrl to select multiple items.
Deleting a Service
NOTE: You must have the appropriate rights granted in order to delete services. For more
information about rights, see “Service Rights” on page 14.
To delete a service:
1. From the Services screen (Figure 5.1 on page 61), check the box next to the services to
delete. Check the box at the top of the column to quickly select all services.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete the selected services?”
displays.
NOTE: You can also delete an edited service by clicking Delete on the Edit service
screen.
The Rights on services screen (Figure 5.8 on page 70) allows you to manage rights on
groups affecting all services. To manage rights on groups for a selected service, see “Using
the Rights Tab” on page 66.
NOTE: Only back-office children groups to which you have rights are listed. You can grant
or revoke only those rights already granted on services.
1. From the Services screen (Figure 5.1 on page 61), click Rights on services.
3 The Rights on services screen displays (Figure 5.8 on page 70).
1. Check the box next to each right to grant. For a description of each service right
available, see “Service Rights” on page 14.
NOTE: You may only grant rights that you already have on services, and you must
have the “Read service” right granted in order to list accounts on which you
have rights.
NOTE: The “create children accounts” right can be granted from the Rights on
services screen only. In order to enable an administrator group to create
new accounts for only a certain service, you must grant the right “subscribe
service” to that specific service.
2. From the Groups list, select the groups to which to grant the selected rights. Press and
hold Ctrl to select multiple groups.
To delete a service right, click the next to each right you to revoke.
Front-office groups are sets of consumer accounts within a specific service. The Groups
option found under the End-users menu lists all authorized front-office groups.
2. Click Show table to display the list of front-office groups. For information about the
Filters screen, see “Searching Front-Office Groups” on page 72.
NOTE: Only groups associated with services to which you have rights are listed.
The Groups screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Groups screen, you can perform the following tasks:
• From the Name column, click a group to edit. For more information, see “Editing a
Front-Office Group” on page 74.
• Click New Group to create a new group. For more information, see “Creating a New
Front-Office Group” on page 73.
• Click Delete to remove all selected groups. For more information, see “Deleting a
Front-Office Group” on page 80.
The Filters screen allows you to set search criteria that returns a list of front-office groups
specific to that criteria.
To edit filters, from the List groups screen (Figure 5.9 on page 71), click Edit filters.
3 The Groups > Filters screen displays.
3. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the “create children groups” right granted to the parent service in
order to create a group.
1. From the Groups screen (Figure 5.9 on page 71), click New group.
3 The New group screen displays.
NOTE: The New group function is also available when searching for or editing a group.
For more information, see “Searching Front-Office Groups” on page 72 and “Editing
a Front-Office Group” on page 74.
2. From the Service list, select a parent service for the new group.
NOTE: Only those services to which you have rights are available.
3. In the Name field, enter a unique name for the group. No two groups can have the same
name.
5. Select the type of user association for the group. Choose Automatic to associate end-
users to the group automatically, or Manual to associate end-users manually.
NOTE: You must associate at least one active rule in order to use automatic association.
For information about group rules, see “Adding and Editing Rules” on page 79.
6. Click Submit.
NOTE: You must have the appropriate rights granted in order to edit a front-office group.
For information about rights, see “Group Rights” on page 12.
1. From the Groups screen (Figure 5.9 on page 71), select a group by clicking the group
Name in the list.
3 Depending on the User association setting of the selected group, one of two screens
displays:
• If the group selected is set with a Manual user association, the Edit group screen
displays two tabs: Details and Rights.
Figure 5.12: Edit group Screen, (Manual user association) — Details Tab
• If the group selected is set with an Automatic user association, the Edit group
screen displays four tabs: Details, Rights, Active rules, and Draft rules tabs
(Figure 5.13 on page 75).
Figure 5.13: Edit group Screen, (Automatic user association) — Details Tab
From the Edit group screen, you can perform the following tasks:
• Click New group to create a new group. For more information about creating a group,
see “Creating a New Front-Office Group” on page 73.
• Click Delete to delete the edited group. For more information about deleting a group,
see “Deleting a Front-Office Group” on page 80.
• Click the Details tab to view or modify group details. For more information, see “Using
the Details Tab” on page 76.
• Click the Rights tab to grant rights to the selected group. For more information about
granting rights, see “Using the Rights Tab” on page 76.
The following tasks are available only if the selected group uses Automatic user association:
• Click the Active rules tab to view rules currently used to associate users to the group.
For more information, see “Using the Active Rules Tab” on page 78.
• Click the Draft rules tab to define new association rules used to automatically
associate or disassociate users with the group. For more information, see “Using the
Draft Rules Tab” on page 78.
The Details tab on the Edit group screen is available to groups with either Automatic or
Manual user associations.
The Details tab (Figure 5.13 on page 75) displays the following information about the
selected group:
• Name — The name of the group. The group name can be modified only if you have the
“update children groups” right granted to a parent group. The name should be unique
(two groups cannot have the same name).
• Description — A description of the group. The group description can be modified only
if you have the “update children groups” right granted to a parent group (optional).
• User association — Indicates how end-users are associated with the group.
Automatic associates end-users to the group automatically, while Manual associates
end-users manually.
• Parent service — The name of the parent service associated with the group (cannot
be modified).
• Creation date — Creation date of the group (cannot be modified).
• Last modification date — Date of last modification (automatically updated).
The Rights tab on the Edit group screen (Figure 5.14 on page 77) allows you to manage
the edited group’s rights to manage accounts associated with select parent groups.
NOTE: Only those parent groups to which you have rights are listed. You may only assign
rights to parent groups that are already granted to you.
EXAMPLE: Figure 5.14 shows that the edited group, Group 41, has been granted all rights
to children accounts of both the Super administrators and System accounts
groups.
Granting Rights
1. Check the box each right to grant. For a description of each front-office group rights
available, see “Group Rights” on page 12.
2. From the Groups list, select the groups to which to grant the selected rights. Press and
hold Ctrl to select multiple groups.
Revoking Rights
NOTE: The Active rules tab is available only when editing a group using automatic user
association. The information displayed is view-only.
To add or edit rules, click the Draft rules tab. For more information, see “Using the Draft
Rules Tab” on page 78.
NOTE: The User association status at the top of the screen displays whether a current
association process is running.
The Draft rules tab allows you to define new association rules to be used to automatically
associate users to the selected group.
NOTE: The Draft rules tab is available only when editing a group using Automatic user
association.
If rules are currently active for the group, the Draft rules tab displays information regarding
each rule. Click Edit to modify the corresponding rule, or click Remove to delete the
corresponding rule.
In addition to viewing, editing, and removing currently active rules from the Draft rules tab,
you can also perform the following tasks:
• Click New group to create a new group. For more information, see “Creating a New
Front-Office Group” on page 73.
• Click Delete to delete the selected group. You must have the proper rights to perform
this task. For more information, see “Deleting a Front-Office Group” on page 80.
• Click Add new rule to define a rule for the association process. For more information,
see “Adding and Editing Rules” on page 79.
• Click Set as “All Users group” to remove all rules and automatically associate ALL
users to the group. You must then click Activate draft rules to perform this
operation.
• Click Activate draft rules to activate all rules. This function is available only after a
rule or set of rules has been defined for the group. A background process is launched
to check all existing accounts to see if they can be associated with the group or not. It
make take some time for large user bases. You can follow the progress of the process
through the Dynamic group process counter.
• Click Reset draft rules to delete all draft rules. This function is available only if draft
rules are active. Only rules already active are displayed.
Rules apply to all information stored in the user account: account details, associated devices,
and addresses.
2. Enter the filter criteria as necessary, then click the corresponding to add the rule. For
more information about applying filters, see “Using the Filters Screen” on page 8.
NOTE: Check the not box to reverse the operator. For example, “contains” becomes “does
not contain”.
3. Click Submit when finished to validate the defined rules, or click Cancel to return to the
Draft rules tab.
4. Before your rules can be applied, you must activate them. Click Activate draft rules to
start the activation process.
3 A confirmation message “Are you are sure you want to activate all draft rules?”
displays.
NOTE: You must have the appropriate rights granted to parent services in order to delete
an associated group. For more information about rights, see “Group Rights” on
page 12.
1. From the Groups screen (Figure 5.9 on page 71), check the box next to each group to
delete. Check the box at the top of the column to quickly select all groups.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected groups?” displays.
NOTE: You can also delete an edited group by clicking Delete on the Edit group screen.
The End-users menu enables management of end-user accounts. An account can be used
by a physical user (an administrator) or a virtual user (an external system), and can be
attached to one or several services.
You can search for an end-user account based on its address (MSISDN, email, or fixed-line
phone) or alias.
NOTE: Only accounts associated with services on which you have the “view children
groups” and “view children accounts” rights are available on the Search
account screen.
The Search account screen allows you to perform the following tasks:
• Click Edit anonymous account to directly edit the “anonymous” account.
• Click the Search by address tab to search by address. For more information, see
“Performing a Search by Address” on page 82.
• Click the Search by alias tab to search by account alias. For more information, see
“Performing a Search by Alias” on page 82.
2. In the Address field on the Search account screen, enter a mobile phone number or
email address associated with the desired accounts.
4. To edit a listed account, click Edit account next to the account to edit.
3 The Edit account screen displays (Figure 5.19 on page 85). For information about
editing an account, see “Editing a Front-Office Account” on page 84.
1. From the Search account screen, click the Search by alias tab.
3 The Search by alias tab displays.
4. To edit a listed account, click Edit account next to the account to edit.
3 The Edit account screen displays (Figure 5.19 on page 85). For information about
editing an account, see “Editing a Front-Office Account” on page 84.
NOTE: You must have the “create children accounts” right on all services in order to create
an end-user account. In order to subscribe the account to a service, you must have
the “subscribe services” right on the desired service. For more information about
rights, see “Understanding Rights” on page 11.
2. From the Available services list, select one or several parent services for the account.
Press and hold Ctrl to select multiple services.
NOTE: The alias does not have to be unique. You can group accounts into search groups by
using the same alias for multiple accounts.
4. In the Password field, enter a password for the account. The account will not be created
without a password.
5. In the Password confirmation field, enter your password again to confirm. The
password entered here match the password entered in the Password field.
6. In the First name field, enter the first name of the end-user of this account.
7. In the Last name field, enter the last name of the end-user of this account.
8. Select whether the account status is Active or Inactive. If the account status is
Inactive, the end-user on this account cannot access the front-office interface.
9. Click Submit.
3 The Edit account screen displays (Figure 5.20 on page 87) allowing you to modify
the account further. For information about editing an account, see “Editing a Front-
Office Account”.
NOTE: The Edit account screen is available only after a new end-user account is created,
or after an existing account has been found through a search. For information
about creating an account, see “Creating a New Front-Office Account” on page 83.
For information about searching for an account, see “Searching for a Front-Office
Account” on page 81.
NOTE: The parent service or group on this account must have the “update children
accounts” right granted in order to modify end-user account properties. The parent
service or group must also have the “manage children accounts” right granted in
order to change the account’s parent groups. For more information about rights,
see “Understanding Rights” on page 11
1. From the Edit account screen, select a group by clicking the account Name in the list.
3 The Edit account screen displays (Figure 5.19 on page 85).
In addition to modifying account information, you can also perform the following tasks from
the Edit account screen:
• Click New account to create a new account. For more information, see “Creating a
New Front-Office Account” on page 83.
• Click Delete account to remove the edited account. This is available only if you have
the appropriate rights granted. For more information, see “Deleting a Front-Office
Account” on page 97.
The Details tab on the Edit account screen (Figure 5.19 on page 85) displays the following
following account information:
• Alias — The alias name for the account (can be modified).
NOTE: The alias does not have to be unique. You can group accounts into
searchable groups by using the same alias for multiple accounts.
• New password — Enter a new password for the account.
• Confirm password — Enter the password again to confirm. The password entered
here match the password entered in the Password field.
• Status — Select whether the account is Active or Inactive. If the account status is
Inactive, the end-user on this account cannot access the front-office interface.
• Billing type — Select whether the account is Prepaid or Postpaid.
• Devices — If any devices are associated with this account, a list is displayed here.
Click the Devices tab to manage devices associated with this account. For more
information, see “Using the Devices Tab” on page 89.
• Addresses — If any mobile phone numbers (MSISDNs) or email addresses are
associated with this account a list is displayed here. Click Addresses to manage
addresses associated with this account. For more information, see “Using the
Addresses Tab” on page 91.
• First name (optional) — Type the first name of the end-user of this account.
• Last name (optional) — Type the last name of the end-user of this account.
• Address (optional) — Type the end-user’s residential street address.
• City (optional) — Type the end-user’s city of residence.
• Country (optional) — Type the end-user’s country of residence.
• Language (optional) — Using one of the following 2-character combinations, type the
primary language for the end-user account:
• “en” = English “fr” = French
• “ar” = Arabic “es” = Spanish
The Services tab on the Edit account screen allows you to manage the services to which
the edited account is subscribed.
Subscribing to a Service
To subscribe to a service:
NOTE: You must have the “subscribe services” right on the target service in order to
associate an account with a service.
1. From the Service list, select the service to which to subscribe to the account.
1. Click Unsubscribe next to the service subscription to remove from the account.
The Parent groups tab on the Edit account screen allows you to manage parent groups
associated to the account.
NOTE: To associate an account to a parent group, you must have the “manage children
accounts” right granted to a parent service or group associated with the account.
From the Service drop-down list, select the service from which to view Available groups
and Parent groups.
NOTE: Only those services to which the end-user is subscribed and on which you have
rights are listed.
1. From the Available groups list, select the groups to add. Press and hold Ctrl to select
multiple groups.
2. Click Add groups > to add the selection to the Parent groups list.
1. From the Parent groups list, select the groups to remove. Press and hold Ctrl to select
multiple groups.
2. Click < Remove groups to remove the selection from the Parent groups list.
3 The groups redisplay in the Available groups list.
The Devices tab on the Edit account screen allows you to manage the devices associated
with the selected account.
Adding a Device
1. From the Device type list, select the type of device (Mobile, email, or phone) for this
account.
2. In the Name field, enter a personal name for the device (optional).
Deleting a Device
To remove a device from the account, click Remove next to each active device to remove.
1. From the Device column in the list of added devices, click a device to view or modify
device details.
3 The Details tab on the Edit device details screen displays.
1. From the Edit device details screen, click the referencing device tab.
3 The referencing device tab displays.
The Addresses tab on the Edit account screen allows you to manage the addresses and
associated devices defined for the selected account. An address can be a mobile phone
number (MSISDN), an email address, or a fixed-line phone number.
1. From the Address type list, select a type of address (Mobile, Email, or Phone).
3 Depending on the address type selected, the Addresses tab refreshes and displays
one of the following fields just below the Name field:
• MSISDN — type the MSISDN address for the Mobile address type
• Email — type the email address for the Email address type
• Land phone — type the fixed-line phone number for the Phone address type
4. From the Mcc list, select a Mobile Country Code (if available).
5. From the Mnc list, select a Mobile Network Code (if available).
1. Make changes as necessary on the Edit address details screen. The following
information is provided:
• Type —the type of device: Mobile, Email, or Phone (cannot be modified)
• MSISDN, Email, or Phone — the address for a Mobile type, the email address for an
Email type, or fixed-line phone number for a Phone type (cannot be modified)
• Name (optional) — the name for the address
• Device — the type of device
2. From the Mcc list, select a Mobile Country Code (if available).
3. From the Mnc list, select a Mobile Network Code (if available).
The SIM Cards tab on the Edit account screen allows you to modify the SIM cards
associated to the account. CM uses the IMSI number to identify SIM cards used by mobile
subscribers. An IMSI can be attached to only one end-user. However, several IMSI can be
active at the same time if the end-user has several SIM cards active at the same time.
1. In the IMSI field, enter the IMSI number located on the back of the SIM card to add to
the account.
2. From the Associated address list, select the address of the device.
3. Click Create.
3 The newly added SIM card information displays on the right side of the SIM cards
tab.
To delete a SIM card, click Remove next to the active SIM card to remove from the account.
1. From the list of associated SIM cards, click Edit next to the SIM card to edit.
• To edit an address: from the list of associated SIM cards, click the address to edit.
3The Edit address details screen displays. For more information about editing
an address, see the “Edit address details Screen” on page 92.
• To edit a device: from the list of associated SIM cards, click the device to edit.
3The Edit device details screen displays. For more information about editing a
device, see the “Editing Device Details” on page 90.
The Manage timeslots tab on the Edit account screen allows you to define the time frame
in which message reception for the account is authorized.
NOTE: If no timeslots are defined, reception on the device is always active. If one or
several timeslots are defined, then reception is active only during those timeslots.
Adding a Timeslot
To add a timeslot:
1. Check the box next to each day of the week the account is authorized for reception.
2. Select the time of day at which to start reception authorization. The format is hh:mm in
one 24 hour period, and a “00” hour = 12:00 AM.
3. Select the time of day at which to end reception authorization. The format is hh:mm in
one 24 hour period, and a “00” hour = 12:00 AM.
4. From the On drop-down list, select the device on which the timeslot will apply.
Removing a Timeslot
Users that use their accounts to make purchases sometimes receive discount “points” from
the storefronts from which they buy. Points are awarded for loyalty purchases, for example:
recurring purchases or purchases over a designated cost. Points can then be deducted from
an account to offset purchase prices.
The Credit information tab on the Edit account screen keeps track of the number of points
available to the account. Points displayed may be updated automatically by Content Manager,
or updated manually by an administrator.
3. Click Submit.
The History tab on the Edit account screen allows you to view a list of any and all
operations performed by a Content Manager end-user.
2. From the Search past days list, select the past number of days to search.
4. Click Search.
3 A list of operations performed by this user displays in the table at the bottom of the
History tab. The following table describes the information provided:
Information Description
Mobile The model of device used for the operation.
Operation The type of operation. Operation types include the following:
• configuration
• creation (device)
• activation (device; associated with an address)
• deactivation (device; disassociated with an address)
Address The mobile phone number (MSISDN) associated with the operation.
Date created The date on which the operation began.
Date finished The date on which the operation ended.
Status The operation status. Status types include the following:
• Pending — operation has not yet started (it is not yet “time to
live”)
• Processing — operation is currently processing
• Processing wait — operation is currently processing but waiting
for another operation
• Sleep — operation has been paused and will restart at the “time
next continue” date
• Done — main operation is finished
• Processing child session — main operation is finished, and a
related operation is currently processing
• Error — an error has occurred
Offer The parent offer of the downloaded content.
Content The downloaded content.
Description The type of downloaded content or source of the operation.
NOTE: You must have the appropriate rights granted in order to delete an account. For
information about rights, see “Group Rights” on page 12.
To delete an account:
2. In the Address field, enter the address (MSISDN, email address, or fixed-line phone
number) for the logs to view.
3. From the Search past days list, select the past number of days to search.
4. Click Search.
3 The following table describes the information provided about each history log found:
Information Description
Session The ID number of the associated configuration session.
Date created The date on which the operation began.
Date finished The date on which the operation ended.
Status The operation status. Status types include the following:
• Pending — operation has not yet started (it is not yet “time to
live”)
• Processing — operation is currently processing
• Processing wait — operation is currently processing but waiting
for another operation
• Sleep — operation has been paused and will restart at the “time
next continue” date
• Done — main operation is finished
• Processing child session — main operation is finished, and a
related operation is currently processing
• Error — an error has occurred
Mobile The device model used for the operation.
Offer The parent offer of the downloaded content.
Content The downloaded content.
Description The type of downloaded content or source of the operation.
The Device inventory portion of the End-users menu allows you to search for a device by
an International Mobile Equipment Identity (IMEI) or by an unresolved IMEI. You can then
view account information based on the device.
1. From the End-users menu, select Device inventory > Search a device.
3 The Search a device screen displays.
2. In the IMEI field, enter the IMEI associated with the accounts to locate.
4. To edit an end-user account, click the Edit account next to the account to modify.
3 The Edit account screen displays, allowing you to make changes to the account. For
more information about editing an account, see “Editing a Front-Office Account” on
page 84.
NOTE: Only IMEI-associated accounts on which you have rights are listed. To resolve an
IMEI manually, see “Creating an IMEI Range” on page 185.
1. From the End-users menu, select Device inventory > Unresolved IMEIs.
3 The Unresolved IMEIs > Filters screen displays.
2. Click Show table to view a list of all unresolved IMEIs. For information about the Filters
screen, see “Searching Devices by Unresolved IMEIs” on page 100.
The Unresolved IMEIs screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Unresolved IMEIs screen, you can perform the
following tasks:
• From the IMEI column, click a device to edit. For more information, see “Edit address
details Screen” on page 92.
• Click Download file to download or open the unresolvedIMEIs.csv file.
The Filters screen allows you to set search criteria that returns a list of unresolved IMEIs
specific to that criteria.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
Uploading Accounts
A bulk account import operation is a process in which multiple account content is uploaded at
the same time. The Bulk operations portion of the End-users menu allows you to manage
all account upload operations.
1. From the End-users menu, select Bulk operations > List imports.
3 The List imports > Filters screen displays.
2. Click Show table to view a list of all account imports. For information about the Filters
screen, see “Searching Bulk Account Imports” on page 102.
3 The List imports screen displays.
The List imports screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the List imports screen, you can perform the
following tasks:
• Click Current import to automatically create a report for the current import file. The
report displays as shown in Figure 5.36 on page 104.
The Filters screen allows you to set search criteria that returns a list of import files specific
to that criteria.
1. From the List imports screen (Figure 5.33 on page 101), click Edit filters.
3 The List imports > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: Files to be used for the import operation must be imported to the directory on the
platform defined during implementation.
3. Select Create to create a new account for the imported file, or select Skip if you choose
not to create a new account.
4. Select Update to update existing accounts using one or more of the following options:
5. Click Next.
3 The Import accounts screen (2 of 2) displays (Figure 5.36 on page 104).
6. Review the options you selected, and click Start to start the bulk operation.
7. To refresh your view of the operation status until the Progression (fourth from the
bottom) has reached 100%, repeatedly click Refresh.
NOTE: To ensure that accounts were successfully imported, search for one of the MSISDNs
you imported to ensure that it is attached to the created service. For more
information about searching by MSISDN, see “Performing a Search by Address” on
page 82.
Imported files should be in .csv file format. The file should be formatted to be one line per
end-user account separated by a semicolon (;), and should include the information described
in the following table:
For example:
DO;;
D1;35014412345678
D2;150001
Service flag Integer A service flag should always be followed by a No
Service data field. A line can contain multiple
pairs [Service flag;Service data]
0 = Subscribe to service
1 = Unsubscribe from service
Service name String The service name is required in order to No
subscribe a user.
This chapter describes the functionality available from the Content menu. The options in the
Content menu allow you to manage components of the content database.
NOTE: The Content menu is available only if you are a member of an authorized group.
Content providers are entities with rights to publish contents. Each content provider is
associated with one or more back-office groups. Members of these groups can publish or
view contents on behalf of content providers.
2. Click Show table to view all existing providers. For information about the Filters screen,
see “Searching Content Providers” on page 108.
3 The Providers screen displays a list of all available content providers.
The Providers screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Providers screen, you can perform the following
tasks:
• From the Name column, click a provider name to edit. For more information, see
“Editing a Content Provider” on page 110.
• Click New provider to create a new content provider. For more information, see
“Creating a New Content Provider” on page 109.
• Click Delete to remove all selected providers. For more information, see “Deleting a
Content Provider” on page 113.
• Click Rights to manage rights for all content providers. For more information, see
“Defining Global Content Provider Rights” on page 113.
The Filters screen allows you to set search criteria that returns a list of content providers
specific to that criteria.
1. From the Providers screen (Figure 6.1 on page 107), click Edit filters.
3 The Providers > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Providers screen (Figure 6.1 on page 107), click New provider.
NOTE: The New provider function is also available when searching for or editing a provider.
For more information, see “Searching Content Providers” on page 108 and “Editing
a Content Provider” on page 110.
3 The New provider screen displays.
2. In the Name field, enter a unique name for the new provider. Two content providers
cannot have the same name.
3. From the Templates list, select one or more templates that can be used by the content
provider to create contents. Press and hold Ctrl to select multiple templates. For a list of
available templates, see “Using Content Templates” on page 123.
5. Click Submit.
3 The Edit provider screen displays, allowing you to modify details about the provider,
as well as the templates and rights associated with it. For more information, see
“Editing a Content Provider” on page 110.
NOTE: Only back-office children groups of groups to which you have rights are listed. You
can only grant rights you already have on content providers. For more information
about these rights, see “Content Provider Rights” on page 15.
1. From the Providers screen (Figure 6.1 on page 107), click the name of the provider to
modify.
NOTE: The Edit provider screen also displays immediately after you create a new
provider.
3 The Details tab on the Edit provider screen displays.
The Edit provider screen allows you to perform the following tasks:
• Click New provider to create a new content provider. For more information, see
“Creating a New Content Provider” on page 109.
• Click Delete to delete the edited provider. For more information, see “Deleting a
Content Provider” on page 113.
• Click the Details tab to view or modify provider details. For more information, see
“Using the Details Tab” on page 111.
• Click the Templates tab to view or modify content templates associated with the
provider. For more information, see “Using the Templates Tab” on page 111.
• Click the Rights tabs to manage rights on the selected content provider. For more
information, see “Using the Rights Tab” on page 112.
The Details tab on the Edit provider screen (Figure 6.4 on page 110) allows you to modify
the following details of the selected provider:
• Name: The unique name for the provider. Two providers cannot have the same name.
• Description: A short description of the provider.
The Templates tab on the Edit providers screen allows you to add or remove authorized
templates for the selected content provider.
1. Select one or more templates from the Available templates list. Press and hold Ctrl to
select multiple providers.
2. Click Add.
3 The selected providers display in the Associated templates list.
1. Select one or more templates from the Associated templates list. Press and hold Ctrl
to select multiple providers.
2. Click Remove.
3 The selected templates redisplay in the Available templates list.
The Rights tab on the Edit provider screen allows you to define back-office group rights for
the selected provider. For information about granting rights to groups affecting all content
providers simultaneously, see “Defining Global Content Provider Rights” on page 113.
NOTE: Only the back-office children groups of groups for which you have rights are
available. You can only grant rights that you already have on providers.
1. Select one or more rights from the Rights list in which to grant. For a description of each
right available, see “Content Provider Rights” on page 15.
2. Select one or several groups from the Groups list to which to grant the selected rights.
Press and hold Ctrl to select multiple groups.
To remove rights from groups for this content provider, click the next to each granted
right to remove.
To delete a provider:
1. From the Providers screen (Figure 6.1 on page 107), check the box next each provider
to delete. Check the box at the top of the column to quickly select all providers.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected providers?”
displays.
NOTE: You can also delete an edited provider by clicking Delete on the Edit provider
screen.
The Rights on providers screen (Figure 6.7) allows you to grant rights to groups affecting
all categories. To grant rights to groups for a single category, see “Editing a Content
Provider” on page 110.
NOTE: Only the back-office children groups of groups for which you have rights are
available. You can only grant rights that you already have on content providers.
1. From the Providers screen (Figure 6.1 on page 107), click Rights.
3 The Rights on providers screen displays (Figure 6.7 on page 114).
2. Check the box next to one or more rights in which to grant. For a description of each right
available, see “Content Provider Rights” on page 15.
3. From the Groups list, select one or more groups to which to grant the selected rights.
Press and hold Ctrl to select multiple groups.
To remove content provider rights from groups, click the next to each right to remove.
The Categories selection on the Content menu allows you to categorize all contents
entered into Content Manager.
NOTE: This menu selection is available only if you have rights associated to categories. For
more information, see “Content Category Rights” on page 16.
Viewing Categories
2. Click Show table to view all existing categories. For information about the Filters
screen, see “Searching Categories” on page 116.
3 The Categories screen displays a list of existing categories.
The Categories screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Categories screen, you can perform the following
tasks:
• From the Name column, click a category name to edit. For more information, see
“Editing a Category” on page 117.
• Click New category to create a new category. For more information, see “Creating a
New Category” on page 116.
• Click Delete to remove all selected categories. For more information, see “Deleting a
Category” on page 121.
• Click Rights to manage all category rights for groups. For more information, see
“Managing Global Category Rights” on page 121.
Searching Categories
The Filters screen allows you to set search criteria that returns a list of categories specific to
that criteria.
To edit filters:
1. From the Categories screen (Figure 6.8 on page 115), click Edit filters.
3 The Categories > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Contents screen (Figure 6.19 on page 137), click New category.
NOTE: The New category function is also available when searching for or editing a
category. For more information, see “Searching Categories” on page 116 and
“Editing a Category” on page 117.
3 The New category screen displays (Figure 6.10 on page 117).
3. In the Name field, enter a unique name for the new category. Two categories may have
the same name only if they have different parent categories.
4. From the Content providers list, select the content providers able to add contents to
this category. Press and hold Ctrl to select multiple providers.
6. Click Submit.
3 The Edit category screen displays, allowing you to modify details about the category,
as well as the content providers and rights associated with it. For more information,
see “Editing a Category” on page 117.
Editing a Category
To modify a category:
1. From the Name column on the Categories screen (Figure 6.8 on page 115), click a
category to edit.
3 The Details tab on the Edit category screen displays (Figure 6.11 on page 118).
NOTE: The Edit category screen also displays immediately after a new category is
created.
The Edit category screen allows you to perform the following tasks:
• Click New category to create a new category. For more information, see “Creating a
New Category” on page 116.
• Click Delete to delete the edited category. For more information, see “Deleting a
Category” on page 121.
• Click Associated content to view a list of contents published only in the edited
category.
• Click the Details tab to view or modify category details. For more information, see
“Using the Details Tab” on page 119.
• Click the Content providers tab to view or modify content providers associated with
the category. For more information, see “Using the Content Providers Tab” on
page 119.
• Click the Rights tab to manage rights for the edited category. For more information,
see “Using the Rights Tab” on page 120.
The Details tab on the Edit category screen (Figure 6.11) allows you to modify the
following details of the selected category:
• From the Parent category list, select a new parent category from the list of existing
categories.
• In the Name field, change the unique name for the new category. Two categories may
have the same name only if they have different parent categories.
• In the Description field, change the category description (optional).
• For the Pass on rights option: Choose Yes to automatically transmit rights
associated with this category to its child categories. Choose No to associate rights to
child categories manually.
The Content providers tab on the Edit category screen allows you to assign or add or
remove authorized content providers in the edited category.
1. From the Available providers list, select one or more content providers to add. Press
and hold Ctrl to select multiple providers.
2. Click Add.
3 The selected providers redisplay in the Associated providers list.
1. From the Associated providers list, select one or more content providers to remove.
Press and hold Ctrl to select multiple providers.
2. Click Remove.
3 The selected providers redisplay in the Available providers list.
The Rights tab on the Edit category screen allows you to define back-office group rights for
the edited category.
NOTE: Only the back-office children groups of groups for which you have rights are
available.
From the Rights tab, you can grant or revoke rights to groups for the selected category. For
information about managing rights for all categories, see “Managing Global Category Rights”
on page 121.
1. Check the box next to each right to grant. For a description of these rights, see “Content
Category Rights” on page 16.
2. From the Groups list, select one or several groups affected by the selected rights. Press
and hold Ctrl to select multiple groups.
To remove rights from groups for this category, click the next to the rights to remove.
Deleting a Category
To delete a category:
1. From the Categories screen (Figure 6.8 on page 115), check the box next to one or
more categories to remove. Check the box at the top of the column to quickly select all
categories.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected categories?”
displays.
NOTE: You can also delete an edited category by clicking Delete on the Edit category
screen.
The Rights on categories screen (Figure 6.14) allows you to grant rights to groups
affecting ALL categories. To grant rights to groups for a selected category, see “Editing a
Category” on page 117.
NOTE: Only the back-office children groups of groups for which you have rights are
available. You can only grant rights you already have on categories.
1. From the Categories screen (Figure 6.8 on page 115), click Rights.
3 The Rights on categories screen displays.
1. Check the box next to each right to grant. For a description of these rights, see “Content
Category Rights” on page 16.
2. From the Groups list, select the groups to which to grant the selected category rights.
Press and hold Ctrl to select multiple groups.
Content templates define the type of content managed by Content Manager. Each template
includes content version templates which define the different parts of content that can be
added. Each version template is associated to handlers that define actions to be applied
when content is entered.
NOTE: Depending on your software license, you may or may not have access to all of the
templates defined in this section.
The Content templates screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Content template screen, you can perform the
following task:
• From the Name column, click a content template name to edit. For more information,
see “Editing Content Templates”.
1. From the Content templates screen, click the name of a template to view.
3 The Edit Content template screen displays.
1. From the Edit content template screen, click the name of a content version template.
3 The Edit content version template screen displays (Figure 6.17 on page 125).
The Edit content version template screen allows you to perform the following tasks:
• Click the name of a content handler to view. The Edit content handler screen
displays details about the content handler. The details displayed here are view-only.
• Click the name of a content validator to edit. The Edit content validator screen
displays.
NOTE: Constraints provided are different according to the content template and the
content handler. For example, for a content validator of the FILE_SIZE type, the
constraints represent the maximum size of the file (in bytes) that can be imported
by the content provider. This can be modified.
The following list describes each content type and their associated templates and version
templates.
Managing Content
Contents are downloadable files that can be delivered to handsets. Several versions are
available within each content file to match different handset compatibilities. Contents may
also have several templates, depending on the type of content. For a complete list of
available templates, see “Using Content Templates” on page 123.
Viewing Content
2. Click Show table to view a list of all contents. For information about the Filters screen,
see “Searching Content” on page 138.
The Contents screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Contents screen, you can perform the following
tasks:
• From the Name column, click a content name to edit. For more information, see
“Editing Content” on page 140.
• Click New content to create a new content file. For more information, see “Creating
New Content” on page 139.
• Click Delete content to remove all selected content files. This is available only if you
have the “Delete” right on the parent category for selected content files. For more
information, see “Deleting Content” on page 157.
• Click Clone content to make a copy of the selected content file. For more information,
see “Cloning Content” on page 157.
Searching Content
The Filters screen allows you to set search criteria that returns a list of content specific to
that criteria.
1. From the Contents screen (Figure 6.19 on page 137), click Edit filters.
3 The Contents > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the “publish contents” right on a content provider, and the “add
contents” right on at least one of the categories associated with the content
provider.
1. From the Content menu, select Data > New content, or click New content from anywhere
on the Contents screen (Figure 6.19 on page 137).
3 The New content screen displays.
2. From the Content provider list, select a content provider. Only those providers on which
you have rights are available. For more information, see “Content Provider Rights” on
page 15.
3. From the Template list, select a template for the content. Only those templates
authorized for the selected provider are available.
4. From the Content categories list, select one or more categories. Press and hold Ctrl to
select multiple categories. Only categories associated with the content provider are
available.
NOTE: You must have the “add contents” right on those categories you want to select.
6. In the Validity start field, enter the date on which to start content validity. By default,
the date is equal to the current day’s date. The date format required is YYYY-MM-DD HH-
MM-SS. For example, 2006-1-31 23:59:59 equals January 31, 2006, 11:59:59 PM.
7. In the Validity end field, enter the date to end content validity. The date format required
is YYYY-MM-DD HH-MM-SS. For example, 2006-1-31 23:59:59 equals January 31, 2006,
11:59:59 PM.
8. Select one of the following options from the Status drop-down list:
• Draft — content not ready
• Validation pending — content ready, requires validation
9. Enter a short description for the content. This is optional, and is stored as metadata.
Editing Content
NOTE: You must have the appropriate rights in order to view or modify content. For more
information about these rights, see “Content Category Rights” on page 16.
To edit content:
1. From the Name column on the List contents screen (Figure 6.19 on page 137), click a
content file to edit.
3 The Details tab on the Edit content screen displays (Figure 6.22 on page 141).
From the Edit content screen, you can perform the following tasks:
• Click New content to create a new content file. For more information about creating a
content file, see “Creating New Content” on page 139.
• Click Delete to remove the edited content. For more information about deleting
content, see “Deleting Content” on page 157.
• Click Clone content to duplicate a content file. For more information about cloning
content, see “Cloning Content” on page 157.
• Click the Details tab to view or modify content details. For more information, see
“Using the Details Tab” on page 142.
• Click the Versions tab to list all versions registered for the content. For more
information about viewing versions, see “Using the Versions Tab” on page 143.
• Click the MetaDatas tab to list all metadata registered for the content. For more
information about viewing metadata, see “Using the MetaDatas Tab” on page 150.
• Click the Compatibilities tab to list all devices compatible with and authorized to use
the content. For more information about viewing compatible devices, see “Using the
Compatibilities Tab” on page 153.
• Click the Versions coverages tab to view all version compatibilities associated with
the content. For more information about viewing version compatibilities, see “Using
the Versions Coverages Tab” on page 156.
NOTE: You must have the appropriate rights to modify content. For more information, see
“Content Category Rights” on page 16.
The Details tab on the Edit content screen displays the following details of an existing
content file:
• Template — The content template information (cannot be modified). For a complete
list of available templates, see “Using Content Templates” on page 123.
• Content provider — The content provider information (cannot be modified).
• Content categories — Select one or more parent categories associated with the
content provider.
NOTE: You can only select from categories on which you have the “update content”
and “add content” rights.
• Name — The content name (can be modified).
• Validity start — The beginning date for content validity (can be modified).
NOTE: You cannot modify content validity if the content status is “Published”.
• Validity end (optional) — The end date for content validity (can be modified).
NOTE: You cannot modify content validity if the content status is “Published”.
3 The changes are validated. You may validate contents only if you have the “validate
content” right on all content parent categories and if at least one content version is
published.
The Versions tab displays all content version associated to the edited content. Content
versions are variations of the same content optimized for different devices. As such, there
can be only one published version of the same content per device.
In addition to the functions available on the Edit content screen, the Versions tab allows
you to perform the following tasks:
• Click New content version to create a new version of the content. For more
information, see “Adding Content Versions” on page 144.
• Click Delete content version to remove selected content version. For more
information, see “Deleting Content Versions” on page 149.
NOTE: You must have the “add content version” right granted to at least one of the
content’s parent categories in order to add a new content version.
1. From the Versions tab on the Edit content screen (Figure 6.23 on page 143), click
New content version.
3 The Add content version screen displays.
2. From the Content version template list, select a content version template to use for
the content version. For a complete list of templates, see “Using Content Templates” on
page 123.
4. From the Status list, select a status for the content version. Status options include the
following:
• Draft — metadata is currently being edited
• Not validated — metadata is ready for validation
• Published — metadata is validated
• Deprecated — metadata was cancelled
5. From the Language list, select a language for the content version.
6. For the External content option, if the binary data is stored on an external system,
select Yes. Select No to upload the data and store it on the Content Manager server.
If you are uploading a file, select the Mime type (format of the file) that you are
uploading.
NOTE: Content Manager verifies that the file extension matches the selected Mime type
before uploading the content. Content Manager then associates the uploaded file to
the selected Mime type and transmits it to the receiving device. For a list of
available Mime types and associated file extensions, see “Using Content Templates”
on page 123.
For short SMS, Rich Text, and SMS Message System templates, enter some short or long
text.
NOTE: For short text, make sure the text to be sent is not more than 160 characters long
(70 characters in Arabic language).
The following table describes variables can be used in short and long text messages and
will be replaced by information retrieved from the user account:
NOTE: When defining your content version, you can also enter a script to generate the
message content. The script is compliant with the Velocity language. For more
information, see http://jakarta.apache.org/velocity/user-guide.html.
Script Sample #1. This example can be included in the short content form to personalize
the content using the user’s first and last name.
Script Sample #2. This example uses a rule to personalize the content according to the
preferred language of the user.
Script Sample #3. This example uses a rule to add device information to the content.
1. From the Versions tab on the Edit content screen (Figure 6.23 on page 143), click a
content version name from the Name column.
3 The Edit content version screen displays.
NOTE: The information displayed on the Edit content version screen may vary
depending on the content version template used.
• Content version template — The template used for the content version (cannot be
modified). For a complete list of content version templates, see “Using Content
Templates” on page 123.
• Content name — The name of the content version.
• Status — The status of the content version. Status options include the following:
• Draft — content version is currently being edited
• Not validated — content version is ready for validation
• Published — content version is validated
• Deprecated — content version was cancelled
In previous versions of Content Manager, compatibility was managed at the device level.
Content Manager 2.1 allows you to associate content versions with device profiles, enabling
you to associate the same device with several different versions corresponding to different
profiles.
1. From the Edit content version screen (Figure 6.25 on page 147), click the
Compatibilities tab.
3 The Compatibilities tab displays.
2. Define the devices to list by selecting from the criteria described below. A list of device
profiles matching the criteria selected displays on the right side of the tab. Device profiles
are ranked by brand/manufacturer.
• Selected features — Select the device feature compatible with the content version
template. You can associate each device to the content version for SMS features, MMS
features, or both.
NOTE: Currently, the RICH template is the only template compatible with multiple
features.
• Selected brands — Select one or more brands to include in the device list. Only those
devices attached to selected brands that are compatible with selected features are
listed.
• Inherited device profiles — Specify whether or not to associate and select device
profiles from which the content version inherits information.
• Hide unavailable device profiles — If selected, only those devices not associated to
any content version are listed.
• Click Show device profiles to view and select profiles available for the edited content
version.
NOTE: From the list of device profiles, Checked profiles are listed as compatible and
authorized with the content version by the provider. Unchecked profiles are
compatible with the content version, but are not listed as “authorized” and cannot
receive the content version. Device profiles marked with a are already listed as
compatible with another validated version for the same content, and cannot be
selected as authorized with the current version. Click the icon to edit the content
version already associated with the device profile.
• Set version as default for selected device feature — If checked, all new device
profiles compatible with the content version template will be associated to this version.
NOTE: You must have the “delete content version” right in order to delete a content
version. If the version status is “published”, all associated devices can then be
associated to other content versions and the status will be set as “deprecated”. If
the version was not validated, it is directly deleted. The content version cannot be
deleted if it is the last published version available for the parent content.
1. From the Versions tab on the Edit contents screen, check the box next to the each
version to remove. Check the box at the top of the column to quickly select all versions.
NOTE: You can also delete edited content versions by clicking Delete on the Edit content
version screen.
The MetaDatas tab allows you to view all metadata associated with the content. Metadata
represents information that can be added to the content, but will not be used for download.
The MetaDatas tab on the Edit content screen displays the following information:
• Name — The name of the metadata. Click a name to edit the metadata. For more
information, see “Editing Metadata” on page 152.
• Preview — A preview of the metadata (if available).
• Content version template — The name of the content version template. For a
complete list of templates, see “Using Content Templates” on page 123.
• Language — The language of the metadata.
• Status — The status of the metadata. Possible values include the following:
• Draft — metadata is currently being edited
• Not validated — metadata is ready for validation
• Published — metadata is validated
• Deprecated — metadata was cancelled
• Creation date — The date on which the metadata was created.
• Last modification date— The date on which the metadata was last modified.
• Author — The name of the back-office account that created this metadata.
In addition to the functions available on the Edit content screen, the MetaDatas tab allows
you to perform the following tasks:
• Click New meta data to create new metadata for the content. For more information,
see “Adding Metadata” on page 151.
• Click Delete meta data to remove the selected metadata. For more information, see
“Deleting Metadata” on page 153.
Adding Metadata
1. From the MetaDatas tab on the Edit content screen, click New meta data.
3 The Add Meta data screen displays.
2. From the Content version template list, select a template for the content version. For a
complete list of templates, see “Using Content Templates” on page 123.
4. From the Status list, select one of the following status options:
• Draft — metadata is currently being edited
• Not validated — metadata is ready for validation
• Published — metadata is validated
• Deprecated — metadata was cancelled
NOTE: Other details available depend upon the type of content metadata created.
7. Click Submit.
3 The Edit meta data screen displays. For more information about editing meta data,
see “Editing Metadata” on page 152.
Editing Metadata
1. From the MetaDatas tab on the Edit contents screen, click the name of the metadata
to modify.
3 The Edit meta data screen displays.
Deleting Metadata
To delete metadata:
1. From the MetaDatas tab on the Edit contents screen, select the metadata to remove
and click Delete meta data.
3 A confirmation message “Are you sure you want to delete selected meta datas?”
displays.
NOTE: You can also delete edited metadata by clicking Delete on the Edit meta data
screen.
The Compatibilities tab allows you to view all devices compatible with the edited content.
Both devices that are associated to a version and those that are not associated to a version
are listed here.
1. Select the criteria by which to display devices. Criteria available includes the following:
• Language — Select the language assigned to the device profile.
• Device feature — Select the feature compatible with the content template. Only
those devices compatible with the template and this feature are displayed.
• Selected brands — Select one or more device brands. Press and hold Ctrl to select
multiple brands. Only those devices that are attached to these brands and are
compatible with the selected feature are displayed.
NOTE: Devices marked with an arrow are already listed as compatible with a content
version for this content.
Devices marked with a checkbox are compatible with the content template and
selected feature, but are not associated to any content version.
Devices in grey are not compatible with the content template and selected feature.
If a default version is available, click the default version to edit. For more information about
editing versions, see “Editing a Content Version” on page 147.
The Versions coverages tab on the Edit content screen allows you to list all versions and
their compatible devices.
1. From the Versions coverages tab, define the following criteria for your version coverage
search:
• Device brand
• Device model
• Device profile (inherited or not)
• The method by which to display search results. Options include:
• Show all versions coverage — show all missing content versions, associated
content versions, and incompatible content versions
• Show missing coverages — show only missing content versions for the
device
• Show existing coverages — show only content versions associated with the
device
• Show incompatible features — show only features that are not available for
the device
Figure 6.33: Edit content Screen — Versions coverages Tab (With Results)
Cloning Content
1. From the Content screen (Figure 6.19 on page 137), check the box next to each content
file to duplicate. Check the box at the top of the column to quickly select all content files.
NOTE: You can also clone an edited content file by clicking Clone content on the Edit
content screen. For more information about editing content, see “Editing Content”
on page 140.
Deleting Content
To delete content:
NOTE: You must have the “delete content” right in order to delete content. If the version
status is “published”, the content status is set as “deprecated”. If the content was
not validated, it is directly deleted.
1. From the Contents screen (Figure 6.19 on page 137), check the box next to each
content file to delete. Check the box at the top of the column to quickly select all content
files.
NOTE: You can also delete edited content by clicking Delete on the Edit content screen.
A bulk import operation is a process in which several content bundles are imported at one
time.
1. From the Content menu, select Import contents > Bulk process.
3 The Bulk process screen displays listing all previously established bulk import
processes.
If there are existing processes on the system, the Bulk process screen displays the
following information:
• ID — The identifier of the bulk operation.
• Sequence type — The sequence type associated with the process.
• Status — The status of the process: pending (not yet started), processing,
processing wait, done, or paused.
The Bulk process screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Bulk process screen, you can perform the
following tasks:
• From the Id column, click a process to access. For more information, see “Accessing a
Bulk Process” on page 164.
• Click Create process to create a new process. For more information, see “Creating a
Process” on page 160.
• Click Purge bulk processes to remove ALL past bulk process reports. For more
information, see “Deleting a Bulk Process” on page 164.
The Filters screen allows you to set search criteria that returns a list of import processes
specific to that criteria.
To edit filters:
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
Before you can start a new process, you must first upload the content. Content files used for
bulk import processes must be imported on the platform in the directory defined during
system setup.
The report.csv file is a report that is generated after a process is run. The file is formatted as
follows: one line per imported file using a column structure separated by semicolons (;).
Creating a Process
NOTE: You must have rights over bulk processes in order to create a bulk import process.
For more information, see “Tracking Rights” on page 19.
2. From the Action type list, select the action to be performed during the process.
3. Check the Publish content box to indicate whether to automatically set the status of the
imported content to “published”.
4. Check the Publish content version box to indicate whether you want the status of the
imported content versions automatically set to “published”.
6. From the Content provider list, select the content provider to automatically associate to
the new content.
7. Click Next.
3 The Targets tab displays (Figure 6.37 on page 162).
8. From the Target type list, select the method by which targets should be selected:
• Select ZIP on server folder — uploads content stored in a ZIP file on the Content
Manager server. The file must be stored on the import directory defined during
implementation.
NOTE: If you select this option, you will have the option to select a ZIP file from a
list of files stored in the Content Manager database.
• Upload ZIP — uploads a ZIP file stored locally using the web browser.
NOTE: If you select this option, you must enter the full file path to the file to
upload. Click Browse to locate the file on a local drive.
9. Click Next.
3 The Bulk flow control strategy tab displays.
Figure 6.38: The Create bulk process Screen — Bulk flow control strategy Tab
10. From the Workflow strategy type list, select the type of workflow strategy for the new
process. When the process is launched, a large number of operations are initiated
simultaneously. To limit the load on the system, the different operations are processed
according to the workflow strategy defined here.
12. The Timeslots tab allows you to define the time frame (or hours authorized) in which the
new process should be launched. Options include:
• Day of the week — check the box that follows one or more days of the week on
which to run the process.
• Authorized start time — select the time of day at which to start the process. The
format is hh:mm in one 24 hour period, and a “00” hour = 12:00 AM.
• Authorized end time — select the time of day at which to end the process. The
format is hh:mm in one 24 hour period, and a “00” hour = 12:00 AM.
NOTE: Timeslots can be added as necessary. To delete a timeslot, click the next
to each timeslot to remove.
15. Review the information displayed. Click Submit at the bottom of the screen to create the
process. If you need to make changes before the process is created, click the tab on
which to make changes. When you are finished making changes, return to the
Confirmation tab, review again, then click Submit.
3 When the process is complete, all imported contents are moved to a new folder
containing a file called “report.csv”. This file is generated containing a list of all
contents that were imported successfully. For information regarding .csv file formats,
see “Understanding Content.csv Files” on page 160.
1. From the Id column on the Bulk process screen (Figure 6.34 on page 158), click the
process ID to access.
3 The Details tab on the Edit bulk process screen displays.
NOTE: The information displayed both the Details and Timeslots tabs on the Edit
bulk process screen is view-only.
2. To start, pause, or stop the selected process, click Start process, Pause process, or
Stop process at the top of the Edit bulk process screen.
1. From the Bulk process screen (Figure 6.34 on page 158), check the box next to one or
several processes to delete. Check the box at the top of the column to quickly select all
processes.
This section provides information regarding the use of .zip files and .xml files with Content
Manager.
There are two cases in which Content Manager manages ZIP file processing:
• Selecting a .zip file on the server: the .zip file is hosted by the server, and the bulk
process retrieves and processes it to import the file’s content to Content Manager.
• Uploading a .zip file on the server using a web browser from a client computer: the
.zip file is uploaded to the server, and the bulk process retrieves and processes it to
import the file’s content to Content Manager.
The .zip file must be transferred by an external system, using FTP for example, and stored in
the following directory:
Content Manager can manage transfer and storage of .zip files. The selected .zip file is
uploaded to the directory corresponding to the selected content provider, and stored with the
current date in the file name.
A .zip file contains one .xml file for each content bundle. If content data is not included, and
the external content system is not defined in the .xml file, the archive can contain data files
as well.
NOTE: You can find sample .zip files in the Content Manager pack in the
..\sample\bulkcreation\ directory.
There are several ways XML files are used in .zip files containing content:
• XML files with included content data
• XML files with external file content
• XML files using an external content system
Each .xml file corresponds to a content bundle. The .xml file defines the name, author, start
date of validity, and type of content bundle (the content bundle’s type ID is defined within the
content). For example:
<CONTENTBUNDLE>
<name>Content_Bundle_1</name>
<type>WAP_PICTURE</type>
<validitystart>2006-04-19 11:55:49.775 CEST</validitystart>
<author>admin</author>
A content bundle corresponds to at least one category. The full name of the associated
category is listed. For example:
<categories>
<string>Fun</string>
</categories>
If the content bundle is to be referenced by keywords, the keywords must be listed. For
example:
<keywords>
<string>Moto</string>
<string>Sport</string>
</keywords>
The file must define all content versions associated to the content bundle. For example:
<contents>
<CONTENT>
Each content version is defined by a name, a content type (the content type ID is defined
within the content), and a status (Draft, Published, or Deprecated).
<name>Content_1</name>
<type>WAP_PICTURE_101_080</type>
<status>DRAFT</status>
<metadata>false</metadata>
The data can be defined directly in an .xml file, with a file included in a .zip file, or using an
URL with external content. In this example, a content data is defined in an .xml file using 64-
bit encoding. A content data is defined by the corresponding java class.
NOTE: These java class names are defined in a separate .xml file:
..\web\WEB-INF\scc\domains\bulkcontentcreation\conf\XSTREAM_ClassToName.xml
<contentdata class="PICTURECONTENTDATA">
<mimedata class="MIMEDATA">
<filename>WAP_PICTURE_101_080.gif</filename>
<mimetype>image/gif</mimetype>
<data>R0lGODlhZQBQAPcAAAAAAAAACAAIAAAICAgAAAgACAgAEAgIAAgICBAAAB
AEBBgAABAAEAgMEBgAEBAKEBgIABgQACEAABwFDCsCACcGEDkCADsDE0wEDFgIDE4NHloNIG
UHDWMMIWANKWsIIXQEEH4C</data>
</mimedata>
</contentdata>
Because there is not any external content, the externalmode value is NONE.
<externalmode>NONE</externalmode>
Each content is compatible with device models which are defined by an ID defined in the
Device Knowledge Base (DKB) archive.
<devicecompatibilities>
<associateddevicemodels>
<DEVICEMODEL>
<handsetid>320002</handsetid>
</DEVICEMODEL>
<DEVICEMODEL>
<handsetid>630002</handsetid>
</DEVICEMODEL>
</associateddevicemodels>
</devicecompatibilities>
</CONTENT>
</contents>
</CONTENTBUNDLE>
In this example, the data is not included in .xml file, but the data is created by a data file
contained in the same .zip file. The file name of this data file is present in the .xml file.
<contentdata class="PICTURECONTENTDATA">
<mimedata class="MIMEDATA">
<filename>WAP_PICTURE_101_080.gif</filename>
<mimetype>image/gif</mimetype>
<data/>
</mimedata>
</contentdata>
Because the data is stored on the server, the externalmode value is NONE.
<externalmode>NONE</externalmode>
<devicecompatibilities>
<associateddevicemodels>
<DEVICEMODEL>
<handsetid>320002</handsetid>
</DEVICEMODEL>
<DEVICEMODEL>
<handsetid>630002</handsetid>
</DEVICEMODEL>
</associateddevicemodels>
</devicecompatibilities>
</CONTENT>
</contents>
</CONTENTBUNDLE>
Because external content data is used, the external mode is now set to either CREATE or
DELIVERY. The CREATE mode uploads data files when the content is created, while the
DELIVERY mode uploads data files when the content is sent.
<externalmode>CREATE</externalmode>
The external content system manages the upload mode according to specific parameters.
There is one external content system plug-in which uses a URL to upload data. In this
example, the type of external content system is URL.
<externalsystemtype>URL</externalsystemtype>
<externalsystemparam class="URLEXTERNALCONTENTDATASYSTEMPARAM">
<url>http://www.mobile365.com/images/CM-haut.jpg</url>
</externalsystemparam>
</CONTENT>
</contents>
</CONTENTBUNDLE>
The Device menu allows you to manage devices and features, as well as information stored
in the Device Knowledge Base (DKB). This chapter describes the device management
portions of the Device menu. For information about using the Device menu to manage
device repository and DKB information, see Chapter 8, “DKB Management” on page 247.
NOTE: The menu is available only if you are a member of an authorized group.
The Brands screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the brands screen, you can perform the following tasks:
• From the Name column, click a brand to edit. For more information, see “Editing a
Brand” on page 174.
• Click New Brand to create a new brand. For more information, see “Creating a Brand”
on page 174.
• Click Delete to delete selected brands. For more information, see “Deleting a Brand”
on page 177.
• Click Activate to activate selected inactive brands. For more information, see
“Activating a Brand” on page 177.
• Click Deactivate to deactivate selected active brands. For more information, see
“Deactivating a Brand” on page 177.
The Filters screen allows you to set search criteria that returns a list of devices specific to
that criteria.
1. From the Brands screen (Figure 7.1 on page 172), click Edit filters.
3 The Brands > Filters screen displays (Figure 7.2 on page 174).
Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
Creating a Brand
NOTE: The New brand function is reserved for use by Mobile 365. To create a brand, you
must have the appropriate rights, and a master trust source must be available on
the platform. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
Editing a Brand
NOTE: To modify brand information, you must have the appropriate rights. For more
information about device rights, see “Device and Device Knowledge Base Rights” on
page 17.
To edit a brand:
1. From the Brands screen, click the brand name of a device to modify.
3 The Details tab on the Edit brand screen displays (Figure 7.3 on page 175).
From the Edit device screen, you can perform the following tasks:
• Click New Brand to create a new brand. For more information, see “Creating a Brand”
on page 174.
• Click Delete to delete the edited brand. For more information, see “Deleting a Brand”
on page 177.
• Click Activate to activate the edited brand. For more information, see “Activating a
Brand” on page 177.
• Click Deactivate to deactivate the edited brand. For more information, see
“Deactivating a Brand” on page 177.
• Click Associated devices to view a list of devices associated to the edited brand only.
Fore more information, see “Using the Devices Screen” on page 179.
• Click the Details tab to view or modify brand details. For more information, see “Using
the Details Tab” on page 175.
• Click the Aliases tab to add or remove aliases associated with the brand. For more
information about managing aliases, see “Using the Aliases Tab” on page 182.
The Details tab on the Edit brand screen (Figure 7.3 on page 175) allows you to view or
modify the following details of an existing brand:
• Status — The status of the brand: Active (contracted) or Inactive (not contracted).
This cannot be modified.
• Brand Id — The brand’s identification number.
• Name — The name of the brand. This is used on both front and back-office interfaces.
• Picture — This picture is used to help both front-office and back-office users identify
their device. Click Browse to locate a different picture file to represent the device. To
restore the default picture, click Restore default picture.
• DKB version — An identifier that helps identify when the brand was added to the
database.
• Creation date — The date on which the brand was added to the database (cannot be
modified).
• Last modification date — The date on which the brand was last modified (updated
automatically).
The Aliases tab on the Edit brand screen allows you to add or remove aliases associated
with the edited brand.
To add an alias:
1. In the Alias field, enter a new unique alias (a name or short description). No two device
brands can have the same alias.
2. Click Add.
3 The newly added alias displays in a list of aliases on the Aliases tab.
Deleting a Brand
NOTE: If a selected brand comes from a trust source archive, it is not deleted, but rather
passed in a deprecated state.
To delete a brand:
1. From the Brands screen (Figure 7.1 on page 172), check the box next to each brand to
delete. Check the box at the top of the column to quickly select all brands.
NOTE: You can also delete an edited brand by clicking Delete on the Edit brand screen.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected brands?” displays.
Activating a Brand
To activate a brand:
1. From the Brands screen (Figure 7.1 on page 172), check the box next to each brand to
activate. Check the box at the top of the column to quickly select all brands. Only those
brands that are currently inactive are modified.
NOTE: The Activate function is also available for edited brands on the Edit brand screen.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected brands?”
displays.
Deactivating a Brand
To deactivate a brand:
1. From the Brands screen (Figure 7.1 on page 172), check the box next to each brand to
deactivate. Check the box at the top of the column to quickly select all brands. Only those
brands that are currently active are modified.
NOTE: The Deactivate function is also available for edited brands on the Edit brand
screen.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected brands?”
displays.
2. Click Show table to view a list of devices. For information about the Filters screen, see
“Searching Devices by Model” on page 179.
3 The Devices screen displays.
The Devices screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Devices screen, you can perform the following tasks:
• From the Model column, click a device to edit. For more information, see “Editing a
Device” on page 180.
• Click New device to create a new device. For more information, see “Creating a
Device” on page 180.
• Click Delete to delete selected devices. For more information, see “Deleting a Device”
on page 194.
• Click Activate to activate selected devices. For more information, see “Activating
Devices” on page 194. Only those devices not currently active are modified.
• Click Deactivate to deactivate all selected devices. For more information, see
“Deactivating Devices” on page 194. Only those devices currently active are modified.
• Click Rights to manage rights associated with the device. For more information, see
“Managing Device and DKB Rights” on page 297.
The Filters screen allows you to set search criteria that returns a list of devices specific to
that criteria.
1. From the Devices screen (Figure 7.5 on page 178), click Edit filters.
3 The Devices > Filters screen displays (Figure 7.6 on page 180).
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
Creating a Device
NOTE: The New device function is reserved for use by Mobile 365. To create a device, you
must have the appropriate rights, and a master trust source must be available on
the platform. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
Editing a Device
NOTE: To modify device information, you must have the appropriate rights. For more
information about device rights, see “Device and Device Knowledge Base Rights” on
page 17.
To edit a device:
1. From the Devices screen (Figure 7.5 on page 178), click the model name of a device to
modify.
3 The Details tab on the Edit device screen displays (Figure 7.7 on page 181).
From the Edit device screen, you can perform the following tasks:
• Click the Details tab to view or modify device details. For more information, see
“Using the Details Tab” on page 182.
• Click the Aliases tab to add or remove aliases associated with the device. For more
information about managing aliases, see “Using the Aliases Tab” on page 182.
• Click the IMEI Ranges tab to define IMEI ranges for the device. For more information
about defining IMEI ranges, see “Using the IMEI Ranges Tab” on page 183.
• Click the User Agents tab to view all user agent profiles associated to the device. For
more information about viewing user agents, see “Using the User Agents Tab” on
page 187.
• Click the Device profiles tab to view all device profiles associated to the device. For
more information, see “Using the Device Profiles Tab” on page 191.
The Details tab on the Edit device screen (Figure 7.7 on page 181) allows you to view or
modify the following details of an existing content file:
• Status — The status of the device: Active, Inactive, or Deprecated (deleted and
waiting to be purged). This cannot be modified.
• Terminal ID — A unique number assigned by a system administrator that identifies
the handset device for administrative purposes (for example, adding, editing, or
deleting handsets). This cannot be modified.
• Name — The device name used for both front-office and back-office users. This field
can be modified. To restore the default name, click Restore default name.
• Brand — The brand of device. To edit the brand, click the brand name. For more
information, see “Editing a Brand” on page 174.
• Picture — This picture is used to help both front-office and back-office users identify
their device. Click Browse to locate a different picture file to represent the device. To
restore the default picture, click Restore default picture.
• DKB version — An identifier that helps identify when the device was added to Content
Manager. If the device was added manually, the identifier reads Manually added.
• Comment — A short comment regarding the device (optional).
• Created Date — The date on which the device was added to Content Manager.
• Last modification date — The date on which the device was last modified.
In addition to the functionality on the Edit device screen, the Aliases tab on the Edit
device screen allows you to manage the aliases associated to the edited device. These
aliases help users identify their device.
To add an alias:
1. In the Alias field, enter a new unique alias (a name or short description). No two devices
can have the same alias.
2. Click Add.
3 The newly added alias displays in a list of aliases on the Aliases tab.
The IMEI Ranges tab on the Edit device screen allows you to define IMEI ranges for the
edited device.
In addition to the functionality on the Edit device screen, the IMEI ranges tab allows you
to perform the following tasks:
• Click New IMEI range to create an IMEI range for the device. For more information,
see “Creating an IMEI Range” on page 185.
• Click Delete IMEI range to delete selected ranges. For more information, see
“Deleting an IMEI Range” on page 186.
• Click Activate IMEI range to activate selected ranges. For more information, see
“Activating an IMEI Range” on page 186.
• Click Deactivate IMEI range to deactivate selected ranges. For more information,
see “Deactivating an IMEI Range” on page 186.
2. From the Brand list, select the device brand for the IMEI range.
3. From the Model list, select the device model for the IMEI range.
4. In the Tac field, enter the Type Approval Code. The TAC consists of the first 6 or 8 digits
of the IMEI number and is used to identify the device.
5. In the Serial Begin field, enter the beginning number of the serial number range.
6. In the Serial End field, enter the end number of the serial number range.
7. Select whether to keep the existing TAC (if detected) or replace it with the new TAC.
8. From the Trust source list, select the certified source of the IMEI range.
9. From the DKB version list, select the first DKB version to include the IMEI range.
1. From the IMEI ranges tab on the Edit device screen, check the box next to each IMEI
range to remove. Check the box at the top of the column to quickly select all ranges.
1. From the IMEI range tab on the Edit device screen, check the box next to each inactive
IMEI range to activate. Check the box at the top of the column to quickly select all
inactive ranges.
1. From the IMEI range tab on the Edit device screen, check the box next to each active
IMEI range to deactivate. Check the box at the top of the column to quickly select all
active ranges.
The User agents tab on the Edit device screen allows you to manage user agents
associated with the selected device.
In addition to the functionality on the Edit device screen, the User agents tab allows you to
perform the following tasks:
• Click an agent from the User agent column to view or modify. For more information,
see “Editing a User Agent” on page 187.
• Click New User Agent to create a new user agent. For more information, see
“Creating a New User Agent” on page 189.
• Click Delete User Agent to delete selected agents. For more information, see
“Deleting a User Agent” on page 190.
• Click Activate User Agent to activate selected user agents. For more information,
see “Activating a User Agent” on page 190.
• Click Deactivate User Agent to deactivate selected user agents. For more
information, see “Deactivating a User Agent” on page 190.
1. From the User agents tab on the Edit device screen (Figure 7.11 on page 187), click on
the name of a user agent from the User agent column to edit.
3 The Edit user agent screen displays (Figure 7.12 on page 188).
NOTE: The Edit user agent screen also displays after searching for and editing a user
agent. For more information, see “Managing Devices by User Agent” on page 253.
The Edit user agent screen allows you to view or modify the following information:
• Status — The user agent status (cannot be modified).
• User agent — The name of the user agent.
• Brand — The device brand with which the agent is associated.
• Model — The device model with which the agent is associated.
• Device profile — The device profile with which the agent is associated.
• Resolved — Indicates whether the user agent is resolved.
• Defined as default — Indicates whether the selected user agent is the default.
• Application — The device application for the user agent.
• Application version — The device application version for the user agent.
• DKB version — The first DKB version to include the user agent (cannot be modified).
• Creation date — The date on which the user agent was created (cannot be modified).
• Last modification date — The date on which the user agent was last modified
(updated automatically).
The Edit user agent screen also allows you to perform the following tasks:
• Click Delete User Agent to delete the edited user agent. For more information, see
“Deleting a User Agent” on page 190.
• Click Activate User Agent to activate the edited user agent. For more information,
see “Activating a User Agent” on page 190.
• Click Deactivate User Agent to deactivate the edited user agent. For more
information, see “Deactivating a User Agent” on page 190.
• Click Edit associated model to return to the User agents tab on the Edit device
screen (Figure 7.11 on page 187).
1. From the User agents tab on the Edit device screen (Figure 7.11 on page 187), click
New user agent.
3 The New user agent screen displays.
2. In the User agent field, enter a name for the user agent.
3. From the Device profile list, select the device profile for the user agent.
4. From the Application version list, select the device application version for the user
agent.
5. From the Trust source list, select the certified source for the user agent.
6. From the DKB version list, select the first DKB version to include the user agent.
9. Click Submit.
3 The user agent is created, and the User agent tab on the Edit device screen
displays (Figure 7.11 on page 187).
1. From the User agents tab on the Edit device screen, check the box next to each user
agent to remove. Check the box at the top of the column to quickly select all agents.
1. From the User agents tab on the Edit device screen, check the box next to each
inactive user agent to activate. Check the box at the top of the column to quickly select
all inactive agents.
1. From the User agents tab on the Edit device screen, check the box next to each active
user agent to deactivate. Check the box at the top of the column to quickly select all
active agents.
The Device profiles tab on the Edit device screen allows you to manage device profiles
associated with the device.
In addition to the functionality on the Edit device screen, the Device profiles tab allows
you to perform the following tasks:
• Click a profile from the Name column to view or modify. The process for editing a
device profile for a selected device is the same as editing a profile after a search. For
more information, see “Editing a Device Profile” on page 258.
• Click New device profile to create a new device profile. For more information, see
“Creating a New Device Profile” on page 191.
• Click Import device profile to import an existing device profile for the edited device.
For more information, see “Importing a Device Profile” on page 192.
• Click Delete device profile to delete selected profiles. For more information, see
“Deleting a Device Profile” on page 193.
1. From the Device profiles tab on the Edit device screen (Figure 7.14 on page 191), click
New device profile.
3 The New device profile screen displays (Figure 7.15 on page 192).
2. In the Url field, enter the URL address for the profile.
3. From the Inherit list, select the device profile from which the new profile will inherit
properties.
4. From the Trust source list, select the certified source for the profile.
5. From the DKB version list, select the first DKB version to include the profile.
6. Click Submit.
3 The device profile is created, and the Device profiles tab on the Edit device screen
displays (Figure 7.14 on page 191).
To import an existing device profile for use with the edited device:
1. From the Device profiles tab on the Edit device screen, click Import device profile.
3 The Import device profile screen displays (Figure 7.16 on page 193).
2. In the Url field, type the URL address for the device profile to import (required).
3. From the Inherit list, select the profile from which the imported profile inherits
properties.
4. In the UAProf field, enter the full path and filename to the User Agent Profile for the
device profile. Click Browse to search (required).
5. From the Trust source list, select the certified source for the device profile.
6. From the DKB version list, select the first DKB version to include the device profile.
7. Click Submit.
3 The device profile is imported, and the Device profiles tab on the Edit device
screen displays (Figure 7.14 on page 191).
1. From the Device profiles tab on the Edit device screen, check the box next to each
profile to remove. Check the box at the top of the column to quickly select all profiles.
Deleting a Device
To delete a device:
1. From the Devices screen (Figure 7.5 on page 178), check the box next to each device to
remove. Check the box at the top of the screen to quickly select all devices.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected models?” displays.
NOTE: You can also delete an edited device by clicking Delete from any tab on the Edit
device screen.
Activating Devices
To activate devices:
1. From any tab on the Devices screen (Figure 7.5 on page 178), check the box next to
each inactive device to activate. Check the box at the top of the column to quickly select
all inactive devices.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected models?”
displays.
NOTE: You can also activate an edited device by clicking Activate from any tab on the
Edit device screen.
Deactivating Devices
To deactivate devices:
1. From the Devices screen (Figure 7.5 on page 178), check the box next to each active
device to deactivate. Check the box at the top of the column to quickly select all active
devices.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected models?”
displays.
Managing Features
The Features portion of the Device menu allows you to manage features available for all
device models known to Content Manager, based on imported DKB archives.
The Features screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Features screen, you can perform the following
tasks:
• From the Name column, click a feature to edit. For more information, see “Editing a
Feature” on page 197.
• Click New feature to create a new feature. For more information, see “Creating a
Feature” on page 197.
• Click Delete to delete selected features. For more information, see “Deleting a
Feature” on page 200.
• Click Activate to activate all selected features for all devices. For more information,
see “Activating Features” on page 200.
• Click Deactivate to deactivate all selected features for all devices. For more
information, see “Deactivating Features” on page 200.
Searching Features
The Filters screen allows you to set search criteria that returns a list of features specific to
that criteria.
1. From the Features screen (Figure 7.17 on page 195), click Edit filters.
3 The Features > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
Creating a Feature
NOTE: The New feature function is reserved for use by Mobile 365. To create a feature,
you must have the appropriate rights, and a master trusted source must be
available on the platform. For more information about device rights, see “Device
and Device Knowledge Base Rights” on page 17.
Editing a Feature
NOTE: To modify a feature, you must have the appropriate rights. For more information
about device rights, see “Device and Device Knowledge Base Rights” on page 17.
To modify a feature:
1. From the Features screen (Figure 7.17 on page 195), click the name of a feature to
modify.
3 The Details tab on the Edit feature screen displays.
From the Edit feature screen, you can perform the following tasks:
• Click the Details tab to view or modify feature details. For more information, see
“Using the Details Tab” on page 198.
• Click the Compatible device profiles tab to add or remove aliases associated with
the device. For more information about managing aliases, see “Using the Aliases Tab”
on page 182.
• Click the IMEI Ranges tab to define IMEI ranges for the device. For more information
about defining IMEI ranges, see “Using the IMEI Ranges Tab” on page 183.
• Click the User Agents tab to view all user agent profiles associated to the device. For
more information about viewing user agents, see “Using the User Agents Tab” on
page 187.
• Click the Device profile tab to view all device profiles associated to the device. For
more information, see “Using the Device Profiles Tab” on page 191.
The Details tab on the Edit feature screen (Figure 7.19 on page 197) allows you to view or
modify the following details of an existing feature:
• Status — The status of the device: Active, Deactivated, Not contracted, or Not
Supported (cannot be modified).
• Feature id — The feature’s identification number (cannot be modified).
• Name — The name of the feature.
• DKB version — The first DKB version to include the feature (cannot be modified).
• Comment (optional) — A short comment regarding the feature.
• Created Date — The date on which the feature was added to the database.
• Last modification date — The date on which the feature was last modified.
In addition to the functionality on the Edit feature screen, the Compatible device profiles
tab on the Edit feature screen (Figure 7.20 on page 199) allows you to manage the device
profiles compatible with the selected feature.
1. From the Show brands list, select the brand names to view. Press and hold Ctrl to select
multiple brands.
From the list of device profiles, checked profiles are listed as associated with the current
feature, unchecked profiles are not associated but available for association, and profiles
marked with a are already listed as associated with another feature. Click the icon to edit
the device profile.
To associate specific profiles with the feature, check the box next to any candidate profiles.
To quickly select all candidate profiles to associate, click Select all. Click Submit when
finished.
To disassociate specific profiles from the feature, check the box next to any associated
profiles. To quickly select all associated profiles to disassociate, click Select all. Click
Submit when finished.
Deleting a Feature
To delete a feature:
1. From the Features screen (Figure 7.17 on page 195), check the box next to each feature
to remove. Check the box at the top of the column to quickly select all features.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected features?”
displays.
NOTE: You can also delete an edited feature by clicking Delete on the Edit feature
screen.
Activating Features
To activate features:
1. From the Features screen (Figure 7.17 on page 195), check the box next to each
inactive feature to activate. Check the box at the top of the column to quickly select all
inactive features. Only those features that are currently inactive are modified.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected features?”
displays.
Deactivating Features
To deactivate features:
1. From the Features screen (Figure 7.17 on page 195), check the box next to each active
feature to deactivate. Check the box at the top of the column to quickly select all active
features. Only those features that are currently active are modified.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected features?”
displays.
Capability groups are associated to features and are defined automatically by Content
Manager. You can, however, manually add or remove devices in a capability group.
The Capability groups screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Capability groups screen, you can perform the
following tasks:
• From the Name column, click a group to edit. For more information, see “Editing a
Capability Group” on page 203.
• Click New capability group to create a new group. For more information, see
“Creating a Capability Group” on page 204.
• Click Delete to delete selected capability groups. For more information, see “Deleting
a Capability Group” on page 205.
The Filters screen allows you to set search criteria that returns a list of capability groups
specific to that criteria.
1. From the Capability groups screen (Figure 7.21 on page 201), click Edit filters.
3 The Capability groups > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the appropriate rights to modify a capability group. For more
information about device rights, see “Device and Device Knowledge Base Rights” on
page 17.
1. From the Capability groups screen (Figure 7.21 on page 201), click a group from the
Name column to modify.
3 The Associated devices tab on the Edit capability group screen displays.
From the Edit Capability group screen, you can manage the device profiles associated with
the capability group.
1. Define the devices to list by selecting device brands from the Show brands list. Press
and hold Ctrl to select multiple brands.
From the list of device profiles, checked profiles are listed as associated with the current
capability group, unchecked profiles are not associated but available for association, and
profiles marked with a are already listed as associated with another capability group.
Click the icon to edit the device profile.
To associate specific profiles with the group, check the box next to any candidate profiles. To
quickly select all candidate profiles to associate, click Select all. Click Submit when finished.
To disassociate specific profiles from the group, check the box next to any associated
profiles. To quickly select all associated profiles to disassociate, click Select all. Click
Submit when finished.
You can reassociate all disassociated device profiles with the edited capability group
simultaneously.
NOTE: You must have the “manage capability groups” right in order to reset groups.
To reassociate all device profiles with the edited capability group, click Reset capability
group on the Edit capability group screen (Figure 7.23 on page 203).
1. From the Capability groups screen (Figure 7.21 on page 201), click New capability
group.
3 The New capability group screen displays (Figure 7.24 on page 205).
2. From the Type list, select the type of capability group to create.
3. In the Name field, enter a name for the capability group.
4. From the Feature list, select a feature for the capability group.
5. In the Description field, type a short description of the capability group (optional).
6. Click Submit.
3 The Edit capability group screen displays, allowing you to define device profiles for
the capability group. For more information, see “Editing a Capability Group” on
page 203.
1. From the Capability groups screen (Figure 7.21 on page 201), check the box next to
each group to delete. Check the box at the top of the column to quickly delete all groups.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected capability groups?”
displays.
NOTE: You can also delete edited capability groups by clicking Delete on the Edit
capability group screen.
1. From the Device menu, select Features > Capability group handlers.
3 The Capability group handlers > Filters screen displays.
The Capability group handlers screen provides the same basic functionality as other list
screens in Content Manager. For information about basic functions available, see “Viewing
and Working With Lists” on page 6. In addition, from the Capability group handlers
screen, you can perform the following tasks:
• From the Type column, click a handler to edit. For more information, see “Editing a
Capability Group Handler” on page 208.
• Click Create capability groups handler to create a new handler. For more
information, see “Creating a Capability Group Handler” on page 207.
• Click Delete to delete selected capability group handlers. For more information, see
“Deleting a Capability Group Handler” on page 211.
The Filters screen allows you to set search criteria that returns a list of capability group
handlers specific to that criteria.
1. From the Capability group handlers screen (Figure 7.25 on page 206), click Edit
filters.
3 The Capability group handlers > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the appropriate rights to create a capability group handler. For more
information about device rights, see “Device and Device Knowledge Base Rights” on
page 17.
1. From the Capability group handler screen (Figure 7.25 on page 206), click Create
capability group handler.
3 The Create capability group handler screen displays.
NOTE: The Create capability group handler function is also available when viewing,
searching, or editing a capability group handler.
2. From the Type list, select the type of capability group created by the handler.
3. From the Feature list, select the feature managed by the capability group created by the
handler.
5. Click Submit.
3 The capability group handler is created, and the BLAH screen displays.
NOTE: You must have the appropriate rights to modify a capability group handler. For
more information about device rights, see “Device and Device Knowledge Base
Rights” on page 17.
1. From the Capability group handlers screen (Figure 7.25 on page 206), click a handler
from the Type column to modify.
3 The Details tab on the Edit capability group handler screen displays (Figure 7.28
on page 209).
The Edit capability group handler screen allows you to perform the following tasks:
• Click Reset to initialize the handler.
• Click Create capability groups handler to create a new capability group handler. For
more information, see “Creating a Capability Group Handler” on page 207.
• Click Delete capability groups handler to deleted the edited capability group
handler. For more information, see “Deleting a Capability Group Handler” on page 211.
• Click the Details tab to view the following information about the capability group
handler:
• Id — the capability group handler identifier
• Type — the type of group created by the capability group handler
• Feature — the feature managed by the groups created by the capability group
handler
• Description — a short description of the capability group handler
• Click the Capability Groups tab to view groups created by the edited capability group
handler. For more information, see “Using the Capability Groups Tab” on page 209.
The Capability Groups tab on the Edit capability groups handler screen (Figure 7.29 on
page 210) lists the capability groups created by the edited capability groups handler.
NOTE: Capability groups created by capability group handlers are listed when editing a
specific handler. For more information, see “Editing a Capability Group Handler” on
page 208.
Figure 7.29: Edit capability groups handler Screen — Capability Groups Tab
The Capability Groups tab on the Edit capability groups handler screen provides the
same basic functionality as other list screens in Content Manager. For information about basic
functions available, see “Viewing and Working With Lists” on page 6.
In addition, the Capability Groups tab on the Edit capability groups handler screen
allows you to perform the following tasks:
• Search for capability groups by applying a set of search filters. For more information,
see “Applying Search Filters” on page 210.
• Edit a listed capability group by clicking a capability group name from the Name
column. For more information about editing a capability group, see “Editing a
Capability Group” on page 203.
The Capability Groups tab on the Edit capability groups handler screen allows you filter
through the list of capability groups by applying a set of search criteria (Figure 7.30 on
page 211). Several filters can be created and applied simultaneously as a set.
NOTE: Only those capability group records that meet all applied filter criteria will display.
Figure 7.30: Edit capability groups handler Screen — Capability Groups Tab > Filters Screen
Resetting Filters. To remove all existing filters for the search, click Reset filters.
Viewing Applied Filters. To apply the filters and view a list of groups meeting the search
criteria, click Show table.
3 The Capability Groups tab displays an updated list of capability groups.
Adding and Removing Filters. To modify the set of filters currently applied to the search,
click Edit filters.
3 The Capability Groups tab displays a list of applied filters.
To add a new filter to the set, use the Filters fields to create the filter, then click the to
add the new filter to the set.
To remove a filter from the set, click the next to the applied filter to remove.
1. From the Capability group handlers screen (Figure 7.25 on page 206), check the box
next to the handlers to delete. Check the box at the top of the column to quickly delete all
handlers.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected capability group
handlers?” displays.
NOTE: You can also delete edited capability group handlers by clicking Delete capability
groups handler on the Edit capability group handler screen.
Formatting tokens are used to balance the load between two formatting applications sending
content to any given handset. For example, say you have Application 1 and Application 2,
each using its own DKB and formatting data for adapting content to a device. You can use
formatting tokens to specify that Application 1 sends Content A to Handset A, but Application
2 sends Content A to Handset B.
NOTE: You must have the appropriate rights in order to modify formatting token
information. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
The Formatting tokens screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Formatting tokens screen, you can perform the
following tasks:
• From the Description column, click a formatting token to edit. For more information,
see “Editing a Formatting Token” on page 213.
• Click New formatting token to create a new formatting token. For more information,
see “Creating a Formatting Token” on page 216.
• Click Delete to delete selected formatting tokens. For more information, see “Deleting
a Formatting Token” on page 218.
The Filters screen allows you to set search criteria that returns a list of formatting tokens
specific to that criteria.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the appropriate rights in order to modify a formatting token. For
more information about device rights, see “Device and Device Knowledge Base
Rights” on page 17.
1. From the Formatting tokens screen, click a token from the Description column to
modify.
3 The Details tab on the Edit formatting token screen displays (Figure 7.32 on
page 214).
The Edit formatting token screen allows you to perform the following tasks:
• Click New formatting token to create a new formatting token. For more information,
see “Creating a Formatting Token” on page 216.
• Click Delete to delete the edited formatting token. For more information, see
“Deleting a Formatting Token” on page 218.
• Click the Details tab to view or modify token details. For more information, see “Using
the Details Tab” on page 214.
• Click the Device profile capabilities tab to view or modify device profiles associated
with the token. For more information, see “Using the Device Profiles Capabilities Tab”
on page 215.
The Details tab on the Edit formatting token screen (Figure 7.32) allows you to modify
the following details of the selected token:
• Feature — The feature associated with the token.
• Description — A short description of the token (optional).
• DKB version — The first DKB version to include the formatting token (cannot be
modified).
The Device profiles capabilities tab allows you to manage device profiles associated with
the selected token.
Figure 7.33: Edit formatting token Screen — Device profiles capabilities Tab
Define the device profiles to list by selecting from the criteria described below. A list of device
profiles matching the criteria selected displays on the right side of the tab. Device profiles are
ranked by brand/manufacturer.
• Show brands — Select the brands to include in the device list. Press and hold Ctrl to
select multiple brands.
• Inherited device profiles — Specify whether or not to view inherited device profiles.
• Click Show device profiles to view and select profiles available for the edited token.
From the list of device profiles, checked profiles are listed as associated with the formatting
token, unchecked profiles are not associated but available for association, and profiles
marked with a are already listed as associated with another formatting token with the
same feature. Click the icon to edit the token already associated with the device profile.
To select specific profiles, check the box next to any candidate profile. To quickly select all
candidate profiles, click Select all. Click Submit when finished.
To disassociate specific profiles, uncheck the box next to any associated profile. To quickly
select all associated profiles, click Unselect all. Click Submit when finished.
NOTE: You must have the appropriate rights in order to create a formatting token. For
more information about device rights, see “Device and Device Knowledge Base
Rights” on page 17.
NOTE: The New formatting token function is also available when searching for or editing
a formatting token. For more information, see “Searching Formatting Tokens” on
page 213 and “Editing a Formatting Token” on page 213.
3. From the Feature list, select a feature type for the token.
4. From the Trust source list, select the certified source for the token.
5. From the DKB version list, select the first DKB version to include the token. This helps to
identify when the token was added to Content Manager.
6. From the Formatting system list, select the formatting type for the token.
7. From the Brand list, select a brand name for the device. If the formatting type is HM
formatter, the brand name is used to locate the right formatting algorithm.
8. From the Model list, select a model name for the device. If the formatting type is HM
formatter, the model name is used to locate the right formatting algorithm.
9. Click Submit.
3 The Details tab on the Edit formatting token screen displays. For more information
about editing a formatting token, see “Editing a Formatting Token” on page 213.
1. From the Formatting tokens screen, check the box next to each token to delete. Check
the box at the top of the column to quickly select all tokens.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected formatting
tokens?” displays.
NOTE: You can also delete an edited formatting token by clicking Delete on the Edit
formatting token screen.
Detection rules are used to automatically send content to a handset once it is detected on the
network.
1. From the Devices menu, select Device detection > Detection rules.
3 The Detection rules > Filters screen displays.
The Detection rules screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Detection rules screen, you can perform the
following tasks:
• Click Edit to edit an existing detection rule. For more information, see “Editing a
Detection Rule” on page 220.
• Click New detection rule to create a new detection rule. For more information, see
“Creating a Detection Rule” on page 222.
• Click Delete to delete selected detection rules. For more information, see “Deleting a
Detection Rule” on page 223.
The Filters screen allows you to set search criteria that returns a list of detection rules
specific to that criteria.
1. From the Detection rules screen (Figure 7.35 on page 218), click Edit filters.
3 The Detection rules > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the appropriate rights in order to modify a detection rule. For more
information about device rights, see “Device and Device Knowledge Base Rights” on
page 17.
1. From the Detection rules screen (Figure 7.35 on page 218), click Edit next to a
detection rule to modify.
3 The Details tab on the Edit detection rule screen displays.
The Edit detection rule screen allows you to perform the following tasks:
• Click New detection rule to create a new detection rule. For more information, see
“Creating a Detection Rule” on page 222.
• Click Delete to delete the edited detection rule. For more information, see “Deleting a
Detection Rule” on page 223.
The Details tab on the Edit detection rule screen (Figure 7.37 on page 220) allows you to
modify the following details of the selected detection rule:
• Detection set — The handler used to extract corresponding headers and attempts to
detect a device.
• DKB version — The first DKB package to include the rule (cannot be modified).
• Detection regular expression — The regular expression, with its match groups,
used by the selected handler to resolve rule headers.
• Match group model — The index of a match group within the regular expression that
corresponds to either a model name or its alias.
• Match group device profile — The index of a match group within the regular
expression that corresponds to the URL of a device profile.
• Match group application — The index of a match group within the regular
expression that corresponds to the name of a device application.
• Match group application version — The index of a match group within the regular
expression that corresponds to the name of a device application version.
• Brand — The device brand of the devices to be detected (can be either a device profile
or a user agent).
• Model — The device model on which detected items are associated. If None is
selected, the model information is extracted from the http header.
NOTE: The following fields are relevant only when editing a user agent detection set.
• Device profile — The device profile on which detected user agents are associated.
If None is selected, the device profile information is extracted from the http
header. If the device profile cannot be extracted, the device profile is defined by
default using the corresponding model.
• Device application — The device application on which detected user agents are
associated. If None is selected, the device application is extracted from the http
header.
• Device application version — The device application version on which detected
user agents are associated. If None is selected, the device application version is
extracted from the http header.
• Creation date — The date on which the detection rule was created (cannot be
modified).
• Last modification date — The date on which the detection rule was last modified
(updated automatically).
NOTE: You must have the appropriate rights in order to create a detection rule. For more
information about device rights, see “Device and Device Knowledge Base Rights” on
page 17.
1. From the Detection rules screen (Figure 7.35 on page 218), click New detection rule.
3 The New detection rule screen displays.
NOTE: The New detection rule function is also available when searching for or editing a
detection rule. For more information, see “Searching Detection Rules” on page 219
and “Editing a Detection Rule” on page 220.
2. From the Detection set list, select the handler used to extract corresponding headers
and attempts to detect a device. This is required.
3. In the Detection regular expression field, enter the regular expression, with its match
groups, used by the selected handler to resolve rule headers. This is required.
4. In the Match group model field, enter the index of a match group within the regular
expression that corresponds to either a model name or its alias.
5. In the Match group device profile field, enter the index of a match group within the
regular expression that corresponds to the URL of a device profile.
6. In the Match group application field, enter the index of a match group within the
regular expression that corresponds to the name of a device application.
7. In the Match group application version field, enter the index of a match group within
the regular expression that corresponds to the name of a device application version.
8. From the Brand list, select the device brand of the devices to be detected (can be either
a device profile or a user agent). This is required.
9. From the Model list, select the device model on which detected items are associated. If
None is selected, the model information is extracted from the http header. This is
required.
NOTE: Steps 10-12 are relevant only when creating a user agent detection set. If you are
not creating a user agent detection set, go to step 13.
10. From the Device profile list, select a device profile on which detected user agents are
associated. If None is selected, the device profile information is extracted from the http
header. If the device profile cannot be extracted, a profile is defined by default using the
corresponding model.
11. From the Device application list, select the device application on which detected user
agents are associated. If None is selected, the device application is extracted from the
http header.
12. From the Device application version list, select the device application version on which
detected user agents are associated. If None is selected, the device application version is
extracted from the http header.
13. From the Trust source list, select the certified source for the new detection rule.
14. From the DKB version list, select the first DKB package to include the rule. This helps to
identify when the rule was added to Content Manager.
1. From the Detection rules screen (Figure 7.35 on page 218), check the box next to each
rule to delete. Check the box at the top of the column to quickly select all rules.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected detection rules?”
displays.
NOTE: You can also delete edited detection rules by clicking Delete on the Edit detection
rule screen.
Detection sets are available handset identifiers that help to detect handsets.
1. From the Devices menu, select Device detection > Detection set.
3 The Detection set screen displays.
The Detection set screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6.
The Detection tool allows you to verify the behavior of a detection rule. For more
information about detection rules, see “Managing Device Detection Rules” on page 218.
1. From the Devices menu, select Device detection > Detection tool.
3 The Detection tool screen displays.
1. In the Header field, type the http header on which the regular expression applies. This is
required.
2. In the Detection regular expression field, type the regular expression, with its match
groups, that extracts information from the handler. This is required.
3. In the Match group model field, type the index of a match group within the regular
expression that corresponds to either a model name or its alias.
4. In the Match group device profile field, type the index of a match group within the
regular expression that corresponds to the URL of a device profile.
5. In the Match group application field, type the index of a match group within the
regular expression that corresponds to the name of a device application.
6. In the Match group application version field, type the index of a match group within
the regular expression that corresponds the name of a device application version.
OR
The Structure portion of the Device menu allows you to define types of applications (for
example: Firmware, Games, and MMS agents), names of applications (for example: Nokia
MMS agent and Tetris), and versions of applications (for example: Tetris v1.0.0 and Tetris
v1.0.23).
1. From the Device menu, select Structure > Device application types.
3 The Device application types > Filters screen displays.
The Device application types screen provides the same basic functionality as other list
screens in Content Manager. For information about basic functions available, see “Viewing
and Working With Lists” on page 6. In addition, from the Device application rules screen,
you can perform the following tasks:
• From the Name column, click a name to edit an existing device application type. For
more information, see “Editing a Device Application Type” on page 228.
• Click New device application type to create a new device application type. For more
information, see “Creating a Device Application Type” on page 230.
• Click Delete to delete selected device application types. For more information, see
“Deleting a Device Application Type” on page 231.
• Click Activate to activate selected device application types. For more information, see
“Activating Device Application Types” on page 231.
• Click Deactivate to activate selected device application rules. For more information,
see “Deactivating Device Application Types” on page 231.
The Filters screen allows you to set search criteria that returns a list of device application
types specific to that criteria.
1. From the Device application types screen (Figure 7.41 on page 227), click Edit filters.
3 The Device application types > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the appropriate rights in order to modify device application type
information. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
1. From the Device application types screen (Figure 7.41 on page 227), click the name of
a device application type to modify.
3 The Details tab on the Edit device application type screen displays (Figure 7.43 on
page 229).
The Edit device application type screen allows you to perform the following tasks:
• Click New device application type to create a new device application type. For more
information, see “Creating a Device Application Type” on page 230.
• Click Delete to delete the edited device application type. For more information, see
“Deleting a Device Application Type” on page 231.
• Click Activate to activate the edited device application type. For more information,
see “Activating Device Application Types” on page 231.
• Click Deactivate to deactivate the edited device application type. For more
information, see “Deactivating Device Application Types” on page 231.
The Edit device application type screen allows you to modify the name and the type of the
device application type. Click Submit to save any changes.
NOTE: You must have the appropriate rights in order to modify device application type
information. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
1. From the Device application types screen (Figure 7.41 on page 227), click New
device application type.
3 The New device application type screen displays.
NOTE: The New device application type function is also available when searching for or
editing a device application type. For more information, see “Searching Device
Application Types” on page 228 and “Editing a Device Application Type” on
page 228.
2. In the Name field, enter a name for the device application type.
4. From the Trust source list, select the certified trust source for the device application
type.
5. From the DKB version list, select the first DKB version to include the device application
type. This helps to identify when the device application type was added to Content
Manager.
6. Click Submit.
3 The Details tab on the Edit device application type screen displays. For more
information about editing a device application type, see “Editing a Device Application
Type” on page 228.
1. From the Device application types screen (Figure 7.41 on page 227), check the box
next to each application type to delete. Check the box at the top of the column to quickly
select all application types.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected device application
types?” displays.
NOTE: You can also delete edited device application types by clicking Delete on the Edit
device application type screen.
1. From the Device application types screen (Figure 7.41 on page 227), check the box
next to each inactive device application type to activate. Check the box at the top of the
column to quickly select all device application types.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected device
application types?” displays.
NOTE: You can also activate edited device application types by clicking Activate on the
Edit device application type screen.
1. From the Device application types screen (Figure 7.41 on page 227), check the box
next to each active device application type to deactivate. Check the box at the top of the
column to quickly select all active device application types.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected device
application types?” displays.
3. Click Ok to confirm, or Cancel to void deactivation.
NOTE: You can also deactivate edited device application types by clicking Deactivate on
the Edit device application type screen.
The Device applications screen provides the same basic functionality as other list screens
in Content Manager. For information about basic functions available, see “Viewing and
Working With Lists” on page 6. In addition, from the Device applications screen, you can
perform the following tasks:
• From the Name column, click a name to edit an existing device application. For more
information, see “Editing a Device Application” on page 233.
• Click New device application to create a new device application. For more
information, see “Creating a Device Application” on page 236.
• Click Delete to delete selected device applications. For more information, see
“Deleting a Device Application” on page 237.
• Click Activate to activate selected device applications. For more information, see
“Activating Device Applications” on page 238.
• Click Deactivate to activate selected device applications. For more information, see
“Deactivating Device Applications” on page 238.
The Filters screen allows you to set search criteria that returns a list of device applications
specific to that criteria.
1. From the Device applications screen (Figure 7.45 on page 232), click Edit filters.
3 The Devie applications > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the appropriate rights in order to modify device application
information. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
1. From the Device applications screen (Figure 7.45 on page 232), click the name of a
device application to modify.
3 The Details tab on the Edit device application screen displays.
The Edit device application screen allows you to perform the following tasks:
• Click New device application to create a new device application. For more
information, see “Creating a Device Application” on page 236.
• Click Delete to delete the edited device application. For more information, see
“Deleting a Device Application” on page 237.
• Click Activate to activate the edited device application. For more information, see
“Activating Device Applications” on page 238.
• Click Deactivate to deactivate the edited device application type. For more
information, see “Deactivating Device Applications” on page 238.
• Click the Details tab to modify general device application information. For more
information, see “Using the Details Tab” on page 235.
• Click the User agents tab to modify the user agents associated with the device
application. For more information, see “Using the User Agents Tab” on page 235.
The Details tab on the Edit device application screen (Figure 7.47 on page 234) allows
you to view or modify the following information:
• Status — The status of the device application: Active or Inactive (cannot be
modified).
• Name — The name of the device application.
• Type — The device application type.
• Description — A short description of the device application (optional).
• DKB version — The first DKB version to include the device application (cannot be
modified).
• Creation date — The date on which the device application was created (cannot be
modified).
• Last modification date — The date on which the device application was last modified
(updated automatically).
The Application versions tab allows you to manage application versions associated with
the device application.
Click an application version name from the Name column to view or modify the application
version. For more information, see “Editing a Device Application Version” on page 240.
The User agents tab on the Edit device application screen (Figure 7.49 on page 236)
allows you to view a list of user agents associated with the device application.
From the User agent column, click a user agent name to edit. For more information, see
“Editing a User Agent” on page 187.
NOTE: You must have the appropriate rights in order to modify device application
information. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
1. From the Device applications screen (Figure 7.45 on page 232), click New device
application.
3 The New device application screen displays (Figure 7.50 on page 237).
NOTE: The New device application function is also available when searching for or
editing a device application. For more information, see “Searching Device
Applications” on page 233 and “Editing a Device Application” on page 233.
4. From the Trust source list, select the certified trust source for the device application.
5. From the DKB version list, select the first DKB version to include the device application.
This helps to identify when the device application was added to Content Manager.
6. Click Submit.
3 The Details tab on the Edit device application screen displays. For more
information about editing a device application, see “Editing a Device Application” on
page 233.
1. From the Device applications screen (Figure 7.45 on page 232), check the box next to
each application type to delete. Check the box at the top of the column to quickly select
all application types.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected device
applications?” displays.
NOTE: You can also delete an edited device application by clicking Delete on the Edit
device application screen.
1. From the Device applications screen (Figure 7.45 on page 232), check the box next to
each inactive device application to activate. Check the box at the top of the column to
quickly select all device applications.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected device
applications?” displays.
NOTE: You can also activate edited device applications by clicking Activate on the Edit
device application screen.
1. From the Device applications screen (Figure 7.45 on page 232), check the box next to
each active device application to deactivate. Check the box at the top of the column to
quickly select all active device applications.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected device
applications?” displays.
NOTE: You can also deactivate edited device applications by clicking Deactivate on the
Edit device application screen.
1. From the Device menu, select Structure > Device application versions.
3 The Device application versions > Filters screen displays.
The Device application versions screen provides the same basic functionality as other list
screens in Content Manager. For information about basic functions available, see “Viewing
and Working With Lists” on page 6. In addition, from the Device application versions
screen, you can perform the following tasks:
• From the Name column, click a name to edit an existing device application version.
For more information, see “Editing a Device Application Version” on page 240.
• Click New device application to create a new device application version. For more
information, see “Creating a Device Application Version” on page 243.
• Click Delete to delete selected device application versions. For more information, see
“Deleting a Device Application Version” on page 244.
• Click Activate to activate selected device application versions. For more information,
see “Activating Device Application Versions” on page 244.
• Click Deactivate to activate selected device application versions. For more
information, see “Deactivating Device Application Versions” on page 244.
The Filters screen allows you to set search criteria that returns a list of device application
versions specific to that criteria.
1. From the Device application versions screen (Figure 7.51 on page 239), click Edit
filters.
3 The Device application versions > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: You must have the appropriate rights in order to modify device application version
information. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
1. From the Device application versions screen (Figure 7.51 on page 239), click the
name of a device application version to modify.
3 The Details tab on the Edit device application version screen displays
(Figure 7.52 on page 240).
The Edit device application version screen allows you to perform the following tasks:
• Click New device application version to create a new device application version. For
more information, see “Creating a Device Application Version” on page 243.
• Click Delete to delete the edited device application version. For more information, see
“Deleting a Device Application Version” on page 244.
• Click Activate to activate the edited device application version. For more information,
see “Activating Device Application Versions” on page 244.
• Click Deactivate to deactivate the edited device application version. For more
information, see “Deactivating Device Application Versions” on page 244.
• Click the Details tab to modify general device application version information. For
more information, see “Using the Details Tab” on page 241.
• Click the User agents tab to modify the user agents associated with the device
application. For more information, see “Using the User Agents Tab” on page 242.
The Details tab on the Edit device application version screen (Figure 7.53) allows you to
view or modify the following information:
• Status — The status of the device application version: Active or Inactive (cannot be
modified).
• Name — The name of the device application version.
The User agents tab on the Edit device application version screen allows you to view a
list of user agents associated with the device application.
Figure 7.54: Edit device application version Screen — User agents Tab
From the User agent column, click a user agent name to edit. The process for editing a user
agent for a selected device application version is the same as editing a user agent for a
selected device. For more information, see “Editing a User Agent” on page 187.
NOTE: You must have the appropriate rights in order to modify device application version
information. For more information about device rights, see “Device and Device
Knowledge Base Rights” on page 17.
1. From the Device application versions screen (Figure 7.51 on page 239), click New
device application version.
3 The New device application version screen displays.
NOTE: The New device application version function is also available when searching for
or editing a device application version. For more information, see “Searching
Device Application Versions” on page 240 and “Editing a Device Application
Version” on page 240.
2. In the Name field, enter a name for the device application version.
4. From the Trust source list, select the certified trust source for the device application
version.
5. From the DKB version list, select the first DKB version to include the device application
version. This helps to identify when the device application version was added to Content
Manager.
6. Click Submit.
3 The Details tab on the Edit device application version screen displays. For more
information about editing a device application version, see “Editing a Device
Application Version” on page 240.
1. From the Device application versions screen (Figure 7.51 on page 239), check the box
next to each application version to delete. Check the box at the top of the column to
quickly select all application versions.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected device application
versions?” displays.
NOTE: You can also delete an edited device application version by clicking Delete on the
Edit device application version screen.
1. From the Device application versions screen (Figure 7.51 on page 239), check the box
next to each inactive device application version to activate. Check the box at the top of
the column to quickly select all device application versions.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected device
application versions?” displays.
NOTE: You can also activate edited device application versions by clicking Activate on the
Edit device application version screen.
1. From the Device application versions screen (Figure 7.51 on page 239), check the box
next to each active device application version to deactivate. Check the box at the top of
the column to quickly select all active device application versions.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected device
application versions?” displays.
NOTE: You can also deactivate edited device application versions by clicking Deactivate
on the Edit device application version screen.
Formatting systems are the applications that encode contents in order to adapt them to any
given handset.
The Formatting systems screen displays the following information and is view-only:
• Name — The name of the formatting system.
• Type — The type of formatting system.
• Description — A description of the formatting system.
1. From the Formatting systems screen (Figure 7.56 on page 245), click Edit filters.
3 The Formatting systems > Filters screen displays (Figure 7.57 on page 246).
Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
The Device Knowledge Base (DKB) stores all device information (based on the license that
defines available device brands and features) when working with Content Manager. Updates
to the device repository are made by uploading files containing device information from the
DKB. This chapter describes device repository and DKB management using the Device
menu. For information about managing devices and features, see Chapter 7, “Device
Management” on page 170.
The Searches portion of the Devices menu allows you to conduct searches for devices by
Quick Search, IMEI ranges, user agents, device profile, or device profile capabilities.
Quick search allows you to search devices using several types of criteria.
3. Click OK to search.
3 The Quick search screen displays a list of devices matching the search criteria.
The Filters screen allows you to set search criteria that returns a list of ranges specific to
that criteria.
1. From the Device menu, select Searches > IMEI Ranges screen.
3 The IMEI Ranges > Filters screen displays.
Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the IMEI Ranges > Filters screen, click Show table.
3 The IMEI Ranges screen displays (Figure 8.3 on page 250).
The IMEI Ranges screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the IMEI Ranges screen, you can perform the
following tasks:
• From the Tac column, click a type approval code to edit the associated IMEI range.
The process for editing an IMEI range is the same as editing an IMEI range associated
with a selected device. For more information, see “Editing an IMEI Range” on
page 184.
• Click Delete to delete selected IMEI ranges. For more information, see “Deleting an
IMEI Range”.
• Click Activate to activate selected inactive IMEI ranges. For more information, see
“Activating an IMEI Range”.
• Click Deactivate to deactivate selected active IMEI ranges. For more information, see
“Deactivating an IMEI Range”.
IMEI ranges are created when editing a device. For more information, see “Using the IMEI
Ranges Tab” on page 183.
1. From the IMEI ranges screen (Figure 8.3 on page 250), check the box next to each IMEI
range to delete. Check the box at the top of the column to quickly select all ranges.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected IMEI ranges?”
displays.
NOTE: You can also delete edited IMEI ranges by clicking Delete on the Edit IMEI screen
screen.
1. From the IMEI ranges screen (Figure 8.3 on page 250), check the box next to each
inactive IMEI range to activate. Check the box at the top of the column to quickly select
all inactive IMEI ranges.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected IMEI ranges?”
displays.
NOTE: You can also activate edited IMEI ranges by clicking Activate on the Edit IMEI
range screen.
1. From the IMEI ranges screen (Figure 8.3 on page 250), check the box next to each
active IMEI range to deactivate. Check the box at the top of the column to quickly select
all active IMEI ranges.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected IMEI ranges?”
displays.
NOTE: You can also deactivate edited IMEI ranges by clicking Deactivate on the Edit
IMEI range screen.
User agent information is included in the http headers of a WAP page or the Multimedia
Messaging Services Center (MMS-C). This information is detected when a device accesses a
WAP page or the MMS-C. The correct device can be identified based on the user agent
profile.
The Filters screen allows you to set search criteria that returns a list of user agents specific
to that criteria.
Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the User agents > Filters screen, click Show table.
3 The User agents screen displays.
The User agents screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the User agents screen, you can perform the
following tasks:
• From the User agent column, click a model to edit the user agents for the selected
model. The editing process is the same as when editing a user agent on a selected
device. For more information, see “Editing a User Agent” on page 187.
• Click Delete to delete selected user agents. For more information, see “Deleting a
User Agent” on page 254.
• Click Activate to activate selected inactive user agents. For more information, see
“Activating a User Agent” on page 255.
• Click Deactivate to deactivate selected active user agents. For more information, see
“Deactivating a User Agent” on page 255.
• In order to create a user agent, you must add it to a selected device. For more
information, see “Editing a Device” on page 180.
User agents are created when editing a device. For more information, see “Using the User
Agents Tab” on page 187.
1. From the User agents screen (Figure 8.5 on page 253), check the box next to each user
agent to delete. Check the box at the top of the column to quickly select all user agents.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected user agents?”
displays.
NOTE: You can also delete an edited user agent by clicking Delete on the Edit user agent
screen.
1. From the User agents screen (Figure 8.5 on page 253), check the box next to each
inactive user agent to activate. Check the box at the top of the column to quickly select
all inactive user agents.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected user agents?”
displays.
NOTE: You can also activate an edited user agent by clicking Activate on the Edit user
agent screen.
1. From the User agents screen (Figure 8.5 on page 253), check the box next to each
active user agent to deactivate. Check the box at the top of the column to quickly select
all active user agents.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected user agents?”
displays.
NOTE: You can also deactivate an edited user agent by clicking Deactivate on the Edit
user agent screen.
Device profiles can be inherited and passed down from profile to profile, allowing you to
further manage devices by reusing common device details, features, or capabilities.
Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
From the Device profiles > Filters screen, click Show table.
3 The Device profiles screen displays (Figure 8.7 on page 257).
The Device profiles screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Device profiles screen, you can perform the
following tasks:
• From the Name column, click a device profile to modify. For more information, see
“Editing a Device Profile” on page 258.
• Click Delete to delete selected device profiles. For more information, see “Deleting a
Device Profile” on page 276.
• Click Activate to activate selected inactive device profiles. For more information, see
“Activating Device Profiles” on page 276.
• Click Deactivate to deactivate selected active device profiles. For more information,
see “Deactivating Device Profiles” on page 276.
Device profiles are created when editing a device. For more information, see “Creating a New
Device Profile” on page 191.
1. From the Device profiles screen (Figure 8.7 on page 257), click a device profile from
the Name column to edit.
3 The Details tab on the Edit device profile screen displays.
From the Edit device profile screen, you can perform the following tasks:
• Click Delete to delete the edited device profile. For more information, see “Deleting a
Device Profile” on page 276.
• Click Edit associated model to view or modify the device model associated with the
device profile. For more information, see “Editing a Device” on page 180.
• Click Activate to activate the edited device profile. For more information, see
“Activating Device Profiles” on page 276.
• Click Deactivate to deactivate the edited device profile. For more information, see
“Deactivating Device Profiles” on page 276.
• Click the Details tab to view or modify general device profile information. For more
information, see “Using the Details Tab” on page 259.
• Click the Capabilities tab to view or modify capabilities of the device profile. For more
information, see “Using the Capabilities Tab” on page 260.
• Click the Hardware tab to view or modify device profile hardware information. For
more information, see “Using the Hardware Tab” on page 263.
• Click the Hardware ext tab to view or modify device profile hardware extension
information. For more information, see “Using the Hardware Ext Tab” on page 264.
• Click the Software tab to view or modify device profile software information. For more
information, see “Using the Software Tab” on page 265.
• Click the Browser tab to view or modify device profile browser information. For more
information, see “Using the Browser Tab” on page 266.
• Click the Network tab to view or modify device profile network information. For more
information, see “Using the Network Tab” on page 268.
• Click the Wap tab to view or modify device profile WAP information. For more
information, see “Using the Wap Tab” on page 268.
• Click the Push tab to view or modify device profile Push information. For more
information, see “Using the Push Tab” on page 270.
• Click the MMS tab to view or modify device profile MMS information. For more
information, see “Using the MMS Tab” on page 271.
• Click the Settings tab to view or modify device profile settings. For more information,
see “Using the Settings Tab” on page 272.
• Click the SMS tab to view or modify device profile SMS information. For more
information, see “Using the SMS Tab” on page 273.
• Click the OMA DM CP tab to view or modify available OMA DM access lists of a device
for each configurable feature. For more information, see “Using the OMA DM CP Tab”
on page 275.
The Details tab on the Edit device profile screen (Figure 8.8 on page 258) allows you to
view or modify the following information:
• Status — The device profile status: Active or Inactive.
• Url — The URL address of the device profile.
• Name — The name of the device profile.
• Inherit — If the device profile inherits properties from another device profile, select
the other device profile from this list.
• Resolved — Indicates whether a detection set is associated with the profile: Yes or
No.
• Creation date — The date on which the device profile was created (cannot be
modified).
• Last modification date — The date on which the device profile was last modified
(updated automatically).
The Capabilities tab on the Edit device profile screen allows you to view or modify device
profile capabilities.
In addition to the functions available on the Edit device profile screen (Figure 8.8 on
page 258), from the Capabilities tab, you can perform the following tasks:
• From the Feature column, click a feature to edit. For more information, see “Editing a
Capability” on page 261.
• Click New device profile capability to create a new feature. For more information,
see “Creating a Capability” on page 262.
• Click Delete device profile capability to delete selected device features. For more
information, see “Deleting a Capability” on page 262.
Editing a Capability
To edit a capability:
1. From the Capabilities tab on the Edit device profile screen, click New device profile
capability.
3 The Details tab on the Device profile capability screen displays.
From the Details tab on the Device profile capability screen, you can perform the
following tasks:
• Click Delete to delete the edited device profile capability. For more information, see
“Deleting a Capability” on page 262.
• Click Activate to activate the edited device profile capability. For more information,
see “Activating Device Profile Capabilities” on page 281.
• Click Deactivate to deactivate the edited device profile capability. For more
information, see “Deactivating Device Profile Capabilities” on page 281.
• From the Formatting token list, select a different formatting token for the capability.
Click Submit to save changes.
Creating a Capability
To create a capability:
1. From the Capabilities tab on the Edit device profile screen, click New device profile
capability.
3 The New device profile capability screen displays.
3. From the Trust source list, select the certified trust source for the capability.
4. From the DKB version list, select the first DKB version to include the capability.
5. Click Submit.
3 The device profile capability is created, and the Capabilities tab on the Edit device
profile screen displays.
Deleting a Capability
1. From the Capabilities tab on the Edit device profile screen, check the box next to each
capability to delete. Check the box at the top of the column to quickly select all
capabilities.
NOTE: You can also delete an edited device profile capability by clicking Delete on the
Edit device profile capability screen.
The Hardware tab on the Edit device profile screen allows you to view or modify hardware
information for the device profile. This information comes from the Hardware component of
the corresponding user agent profile.
NOTE: For further detail regarding hardware information, see the descriptions documented
by the Open Mobile Alliance at the following web site:
http://www.openmobilealliance.org/tech/profiles/ccppschema-20030226.html
• Bits per pixel
• Keyboard
• CPU
• Vendor
• Model
• Number of soft keys
• Pointing resolution
• Pixel aspect ratio
• Screen size
• Screen size char
• Specify whether the hardware associated with the device profile includes the following
(Yes/No):
• Color capable
• Image capable
• Sound output capable
• Standard font proportional
• Text input capable
• Voice input capable
In addition, you can add a Bluetooth profile, input character set, or an output character set to
the hardware settings for the device profile.
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The Hardware ext tab on the Edit device profile screen (Figure 8.13 on page 264) allows
you to view or modify the additional hardware information for the device profile. This
information is provided by Mobile 365 to further detail the hardware characteristics of the
device.
Figure 8.13: The Edit device profile Screen — Hardware ext Tab
The Hardware ext tab allows you to view or modify the following information:
• Polyphonic channels — The number of polyphonic channels for the hardware
extension.
• Camera — Specify whether the hardware extension is a camera: Yes or No.
• Countries — Lists countries wehere the device is deployed.
• Radio stack — Lists radio protocols supported by the device.
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The Software tab on the Edit device profile screen (Figure 8.14 on page 265) allows you
to view or modify software run on devices associated with the device profile. This information
comes from the Software component of the corresponding user agent profile.
The Software tab allows you to view or modify the following information:
NOTE: For further detail regarding software information, see the descriptions documented
by the Open Mobile Alliance at the following web site:
http://www.openmobilealliance.org/tech/profiles/ccppschema-20030226.html
• Mexe specification
• OS name
• OS vendor
• OS version
• Recipient application agent
• Software number
• Specify whether the software for the device profile includes the following (Yes/No):
• Accept downloadable software
• Java enabled
• Mexe secure domains
In addition, you can the following to the software settings for the device profile:
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The Browser tab on the Edit device profile screen (Figure 8.15 on page 267) allows you to
view or modify the WEB/WAP browser used by devices associated with the device profile.
This information comes from the BrowserUA component of the corresponding user agent
profile.
The Browser tab allows you to view or modify the following information:
NOTE: For further detail regarding browser information, see the descriptions documented
by the Open Mobile Alliance at the following web site:
http://www.openmobilealliance.org/tech/profiles/ccppschema-20030226.html
• Browser name
• Browser version
• Html version
• JavaScript version
• XHTML version
• Specify whether the browser for the device profile includes the following (Yes/No):
• Frames capable
• Java applet enabled
• JavaScript enabled
• Preference for frames
• Tables capable
In addition, you can add downloadable browser applications and XHTML modules to the
browser settings for the device profile.
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The Network tab on the Edit device profile screen allows you to view or modify bearer
services (SMS, 3G, etc.) supported by devices associated with the device profile. This
information comes from the NetworkCharacteristics component of the corresponding user
agent profile.
The Network tab allows you to view or modify the following information:
NOTE: For further detail regarding network information, see the descriptions documented
by the Open Mobile Alliance at the following web site:
http://www.openmobilealliance.org/tech/profiles/ccppschema-20030226.html
• Current bearer service
• Supported bluetooth version
In addition, you can add security support or supported bearers information to the network
settings for the device profile.
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The Wap tab on the Edit device profile screen (Figure 8.17 on page 269) allows you to
view or modify how the WAP protocol is supported in devices associated with the device
profile. This information comes from the WapCharacteristics component of the corresponding
user agent profile.
The Wap tab allows you to view or modify the following information:
NOTE: For further detail regarding Wap information, see the descriptions documented by
the Open Mobile Alliance at the following web site:
http://www.openmobilealliance.org/tech/profiles/ccppschema-20030226.html
• Wap device class
• WAP version
• WML deck size
• WTA version
• Specify whether the WAP includes a Oma download (Yes/No).
In addition, you can add the following information to the WAP settings for the device profile:
• Drm class
• Drm constraints
• Supported pictogramset
• WML script libraries
• WML script version
• WTAI libraries
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The Push tab on the Edit device profile screen allows you to view or modify WAP protocol
implementation details for the devices associated with the device profile. This information
comes from the PushCharacteristics component of the corresponding user agent profile.
The Push tab allows you to view or modify the following information:
NOTE: For further detail regarding Push information, see the descriptions documented by
the Open Mobile Alliance at the following web site:
http://www.openmobilealliance.org/tech/profiles/ccppschema-20030226.html
• Max push request
• Message size
In addition, you can add the following information to the WAP settings for the device profile:
• Push accept
• Push accept application Id
• Push accept charset
• Push accept encoding
• Push accept language
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The MMS tab on the Edit device profile screen allows you to view or modify MMS protocol
for the devices associated with the device profile. This information comes from the
MMSCharacteristics component of the corresponding user agent profile.
The MMS tab allows you to view or modify the following information:
NOTE: For further detail regarding MMS information, see the descriptions documented by
the Open Mobile Alliance at the following web site:
http://www.openmobilealliance.org/tech/profiles/ccppschema-20030226.html
• Max message size
• Max image resolution
• Specify whether the MMS includes the following (Yes/No):
• CCPP streaming capable
• Suppress content adaptation
In addition, you can add the following information to the MMS settings for the device profile:
• CCPP accept
• CCPP accept charset
• CCPP accept language
• CCPP accept encoding
• MMS version
• Smil baseset
• Content class
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The Settings tab on the Edit device profile screen allows you to view or modify various
settings for devices associated with the device profile. This information is provided by Mobile
365 and describes a device’s behavior while receiving a setting.
The Settings tab allows you to view or modify the following information:
• PIN size — Number of digit of the PIN code of the device (used to accept installation
of the setting in the device):
• 0 : The device uses no PIN Code
• 1 : PIN Code of the device contains 1 digit
• 4 : PIN Code of the device contains 4 digit
• OMA bootstrap connection included — Indicates whether the device accepts a OMA
DM Bootstrap that contains connection information.
• OMA bootstrap notification included — Indicates if the device accepts a OMA DM
Bootstrap which contains the notification (an event that signals the device to launch an
OMA DM session).
• PIN enabled features — Define features that can be installed on the device after the
correct PIN is entered.
• IMSI enabled features — Define features that can be installed on the device after
the correct IMSI code from the device‘s SIM card is validated.
• WAP 2.0 enabled features — Define features that can be used with the protocol
WAP 2.0. All available features not contained in this list must automatically be used
with old protocol WAP 1.2.
• Manual activation features — Define features that can be installed on the device
without using any type of authentication process.
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The SMS tab on the Edit device profile screen (Figure 8.21 on page 274) allows you to
view or modify details about different SMS content types supported by devices associated
with the device profile. This information is provided by Mobile 365 and defines the logo size a
device can accept.
The SMS tab allows you to view or modify the following information:
• Specify whether the device includes the following (Yes/No):
• EMS R4 support
• EMS R5 support
In addition, you can add the following information to the SMS settings for the device profile:
Logo black and white 16x16 Logo black and white 48x21
Logo black and white 72x14 Logo black and white 56x18
Logo black and white 32x12 Logo black and white 64x16
Logo black and white 32x40 Logo black and white 80x12
Logo black and white 80x41 Logo black and white 88x11
Logo black and white 88x41 Logo black and white 96x10
Logo black and white 96x41 Logo black and white 104x9
Logo black and white 96x65 Logo black and white 112x9
Logo black and white less than 101x29 Logo black and white 120x8
Logo black and white less than 101x46 Logo black and white 128x8
Logo black and white less than 101x50 Animation black and white 16x16x4
Logo black and white less than 101x64 Animation black and white 32x32x4
Logo grey scale less than 96x65 Logo black and white less than 96x65
Logo 64 colors less than 96x64 Logo black and white less than 96x29
Logo black and white 8x24 Logo black and white less than 96x46
Logo black and white 16x64 Logo black and white less than 96x50
Logo black and white 24x42 Logo black and white less than 96x64
Logo black and white 40x25
To add one of these properties, click the next to the item to add, enter the required
information in the displayed field, then click Add. Added properties display on the right side
of the tab. To remove an item, click Remove next to the item to remove.
The OMA DM CP tab on the Edit device profile screen (Figure 8.21 on page 274) allows
you to view or modify details about different SMS content types supported by devices
associated with the device profile. This information is provided by Mobile 365 and defines
available OMA DM access lists (the rights around actions on OMA DM Tree Nodes) on a device
for each configurable feature.
• Update — Define features that can be updated (those which have settings that exist
on the OMA DM Tree Node for the device).
• Delete — Define features that can be deleted (those which have settings that exist on
the OMA DM Tree Node of the device). In this case, existing nodes can be removed
from the OMA DM Tree for the device.
1. From the Device profiles screen (Figure 8.7 on page 257), check the box next to each
device profile to delete. Check the box at the top of the column to quickly select all device
profiles.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected device profiles?”
displays.
NOTE: You can also delete an edited device profile by clicking Delete on the Edit device
profile screen.
1. From the Device profiles screen (Figure 8.7 on page 257), check the box next to each
inactive device profile to activate. Check the box at the top of the column to quickly select
all inactive device profiles.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected device profiles?”
displays.
NOTE: You can also activate an edited device profile by clicking Activate on the Edit
device profile screen.
1. From the Device profiles screen (Figure 8.7 on page 257), check the box next to each
active device profile to deactivate. Check the box at the top of the column to quickly
select all active device profiles.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected device
profiles?” displays.
NOTE: You can also deactivate an edited device profile by clicking Deactivate on the Edit
device profile screen.
Device profile capabilities define the features associated with a device profile.
The Filters screen allows you to set search criteria that returns a list of device profile
capabilities specific to that criteria.
1. From the Device menu, select Searches > Device profile capabilities.
3 The Device profile capabilities > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Device profile capabilities > Filters screen, click Show table.
3 The Device profile capabilities screen displays a list of device profile capabilities.
The Device profile capabilities screen provides the same basic functionality as other list
screens in Content Manager. For information about basic functions available, see “Viewing
and Working With Lists” on page 6. In addition, from the Device profile capabilities
screen, you can perform the following tasks:
• Click Edit next to a device profile capability to edit. For more information, see “Editing
a Device Profile Capability” on page 279.
• Click Delete to delete selected device applications. For more information, see
“Deleting a Device Profile Capability” on page 280.
• Click Activate to activate selected device applications. For more information, see
“Activating Device Profile Capabilities” on page 281.
• Click Deactivate to activate selected device applications. For more information, see
“Deactivating Device Profile Capabilities” on page 281.
NOTE: You must have the appropriate rights to modify a device profile capability. For more
information about these rights, see “Device and Device Knowledge Base Rights” on
page 17.
1. From the Device profile capabilities screen (Figure 8.24 on page 278), click Edit next
to the name of a capability to modify.
3 The Details tab on the Device profile capability screen displays.
The Device profile capability screen allows you to perform the following tasks:
• Click Delete to delete the edited capability. For more information, see “Deleting a
Device Profile Capability” on page 280.
• Click Activate to activate the edited capability. For more information, see “Activating
Device Profile Capabilities” on page 281.
• Click Deactivate to deactivate the edited capability. For more information, see
“Deactivating Device Profile Capabilities” on page 281.
To create a device profile capability, you must first edit the device profile to which the
capability corresponds. From there, you can create a device profile capability on the
Capabilities tab of the Edit Device profile screen. For more information, see “Editing a
Device Profile” on page 258.
1. From the Device profile capability screen (Figure 8.23 on page 277), check the box
next to each capability to delete. Check the box at the top of the column to quickly select
all capabilities.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected device profile
capabilities?” displays.
NOTE: You can also delete an edited capability by clicking Delete on the Device profile
capability screen.
1. From the Device profile capabilities screen (Figure 8.24 on page 278), check the box
next to each inactive capability to activate. Check the box at the top of the column to
quickly select all capabilities.
2. Click Activate.
3 A confirmation message “Are you sure you want to activate selected device profile
capabilities?” displays.
NOTE: You can also activate edited capabilities by clicking Activate on the Device profile
capabilities screen.
1. From the Device profile capabilities screen (Figure 8.24 on page 278), check the box
next to each active capability to deactivate. Check the box at the top of the column to
quickly select all active capabilities.
2. Click Deactivate.
3 A confirmation message “Are you sure you want to deactivate selected device profile
capabilities?” displays.
NOTE: You can also deactivate edited capabilities by clicking Deactivate on the Device
profile capability screen.
A trust source is a certified source for all device information stored within a Device
Knowledge Database (DKB).
1. From the Device menu, select Knowledge database > Trust sources.
3 The Trust sources screen displays.
From the Trust sources screen, you can perform the following tasks:
• From the Name column, click a name to edit a trust source. For more information, see
“Editing a Trust Source” on page 283.
• Click New trust source to create a new trust source. For more information, see
“Creating a Trust Source” on page 286.
• Click Delete to delete selected trust sources. For more information, see “Deleting a
Trust Source” on page 287.
1. From the Trust sources screen (Figure 8.26 on page 282), click the name of a trust
source to modify.
3 The Details tab on the Edit trust source screen displays.
The Edit device application version screen allows you to perform the following tasks:
• Click New trust source to create a new trust source. For more information, see
“Creating a Trust Source” on page 286.
• Click Delete to delete the edited device application version. For more information, see
“Deleting a Trust Source” on page 287.
• Click the Details tab to view general trust source information. Information on the
Details tab is view-only.
• Click the Versions tab to modify the versions associated with the trust source. For
more information, see “Using the Versions Tab”.
The Versions tab on the Edit trust source screen (Figure 8.28 on page 284) allows you to
view a list of versions associated with the trust source.
In addition to the functions available on the Edit trust source screen, the Versions tab
allows you to perform the following tasks:
• From the Version column, click a version name to edit. The editing process is the
same as when editing a version after a search. For more information, see “Editing a
DKB Version” on page 289.
• Click New version to create a new version for the trust source. For more information,
see “Creating a Version” on page 285.
• Click Delete version to delete selected versions from the trust source. For more
information, see “Deleting a Version” on page 285.
• Click the up or down arrows next to versions to prioritize. The topmost version takes
priority.
Creating a Version
To create a version:
1. From the Versions tab on the Edit trust source screen, click New version.
3 The New version screen displays.
2. In the Version field, enter the name of the new trust source version.
3. From the Status list, select the version status: Client, Draft, or Released.
4. In the Comment field, type a short comment about the version (optional).
5. Click Submit.
3 The version is created, and the Versions tab on the Edit trust source screen
displays (Figure 8.28 on page 284).
Deleting a Version
To delete a version:
1. From the Versions tab on the Edit trust source screen (Figure 8.28 on page 284),
check the box next to each version to delete. Check the box at the top of the column to
quickly select all versions.
NOTE: You can also delete an edited version by clicking Delete on the Edit version
screen.
NOTE: You must have the appropriate rights in order to modify trust source information.
For more information about these rights, see “Device and Device Knowledge Base
Rights” on page 17.
1. From the Trust sources screen (Figure 8.26 on page 282), click New trust source.
3 The New trust source screen displays.
NOTE: The New trust source function is also available when editing a trust source. For
more information, see “Editing a Trust Source” on page 283.
3. In the Certification key field, enter the full path and filename to the keystore file for the
trust source. Click Browse to search for the file.
4. In the File password field, enter the password required to open the keystore file.
5. In the Private key alias in keystore field, enter the private key alias for the keystore
file.
7. Click Submit.
3 The trust source is created, and the Trust sources screen displays (Figure 8.26 on
page 282).
1. From the Trust sources screen (Figure 8.26 on page 282), check the box next to each
trust source to delete. Check the box at the top of the column to quickly select all trust
sources.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected trust sources?”
displays.
NOTE: You can also delete an edited trust source by clicking Delete on the Edit trust
source screen.
NOTE: To create a version, you must edit the trust source for which the version is created.
For more information, see “Editing a Trust Source” on page 283.
The Filters screen allows you to set search criteria that returns a list of versions specific to
that criteria.
1. From the Versions screen (Figure 8.31 on page 288), click Edit filters.
3 The Versions > Filters screen displays (Figure 8.32 on page 289).
Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Versions screen (Figure 8.31 on page 288), click the name of a version from
the Version column to edit.
3 The Edit version screen displays.
• Trust source — The name of the trust source with which the version is associated
(cannot be modified).
• Comment — A short comment about the version (optional).
• Creation date — The date on which the version was created (cannot be modified).
• Last modification date — The date on which the version was last modified (updated
automatically).
Deleting a Version
To delete a version:
1. From the Versions screen (Figure 8.31 on page 288), check the box next to each version
to delete. Check the box at the top of the column to quickly select all versions.
NOTE: You can also delete an edited version by clicking Delete on the Edit version
screen.
Content Manager allows you to view, generate, and download DKB archives. DKB archive
generation is possible only on platforms that have at least one master trust source. There are
several types of archives:
• Complete — The archive contains all data associated to a selected release-type
version. This version is called “the referenced version”. Versions are numbered in order
with all other previous release-type versions of the same trust source.
• Complete client — In addition to the complete archive data, the complete client
archive contains data associated to specific client-type versions dedicated to a client.
• Partial — The archive contains data only associated to the specific release or client-
type version. These archives contain only new data added since the last previous
archive.
• Mobile 365 token — Partial archive containing only new brands, new models or/and
new features.
Generating an Archive
NOTE: You must have the appropriate rights to generate a DKB archive. For more
information about these rights, see “Device and Device Knowledge Base Rights” on
page 17.
4. From the Trust source list, select the certified source for the archive.
5. From the DKB Version list, select the first DKB version to include the archive.
Synchronization processes allow you to automatically synchronize a DKB with the latest
version. During a process, data is imported from a DKB archive into a platform database.
This data then provides a historical record of the imported DKB archive. The synchronization
process occurs in two steps:
1. Notification generation: All data coming from the archive is verified using data coming
from the database. In turn, Create, Delete, or Update notifications are generated
according to the state of the database and the imported archive.
NOTE: While notifications are being generated, the process status displays as Building.
NOTE: During the transition between steps 1 and 2, the process status displays as
Pending.
2. Accept or refuse notifications: After all notifications are generated, there are two
additional notifications possible:
• Accept notifications: All Create, Delete, or Update notifications that take place within
the database are marked Accepted.
• Refuse notifications: All Create, Delete, or Update notifications that do not take place
within the database are marked Refused.
NOTE: When the process has finished, the process status displays as Done. If an error or a
stop action by an administrator has occurred, the process status displays as
Aborted.
NOTE: Content Manager displays a list of Pending processes by default. To change the
search criteria for synchronizations, see “Searching Synchronization Processes” on
page 293.
The Synchronizations screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Synchronizations screen, you can perform the
following tasks:
• Click Edit to monitor the corresponding process. For more information, see
“Monitoring a Synchronization Process” on page 293.
• Click New process to create a new process. For more information, see “Creating a
Synchronization Process” on page 296.
To search processes:
Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
The Synchronizations > Edit process screen provides the following information:
• Type — The type of archive. For a description of each archive type, see “Managing
DKB Synchronizations” on page 291.
• Status — The current status of the process. For a description of each process status,
see “Managing DKB Synchronizations” on page 291.
NOTE: If the process status is Pending and you have the appropriate rights, you may also
be able to perform the following tasks:
• Click Refresh to view the most current process status.
• Click Stop process to stop the process. Once a pending process is stopped,
you may be able to, with the appropriate rights, accept or refuse notifications
manually. For more information, see “Managing Process Notifications” on
page 295.
NOTE: If the process status is Done, everything on the Synchronizations > Edit
process screen is view-only.
• Archive — The path to the DKB archive.
• Synchronization process state — A detailed description of a process status.
• Trust source — The name of the trust source used in the process.
• Versions — Versions of the DKB to be synchronized.
• Creation date — The date on which the synchronization process was created.
• Last modification date — The date on which the synchronization was last modified.
All data coming from the archive is verified using data coming from the database. In turn,
Created, Deleted, or Updated notifications are generated according to the state of the
database and the imported archive.
After all Created, Deleted, or Updated notifications are generated, two additional notifications
are assigned, determining the actions taken to the database:
• Accept notifications: All Created, Deleted, or Updated notifications that take place
within the database are marked Accepted.
• Refuse notifications: All Created, Deleted, or Updated notifications that do not take
place within the database are marked Refused.
NOTE: With the appropriate rights, you can elect to accept all or refuse all notifications
during a process. For more information about these rights, see “Device and Device
Knowledge Base Rights” on page 17.
1. From the Synchonization process screen (Figure 8.34 on page 292), click Edit next to
a process for which to manage process notifications.
3 The Synchronizations > Edit process screen displays (Figure 8.36 on page 294).
NOTE: In order to accept or refuse the notifications for a process, the process you edit
must have a Pending status.
2. From the Synchronizations > Edit process screen, click Stop process.
3 The Synchronizations > Edit process screen refreshes and displays a list of all
process notifications (Figure 8.37 on page 296).
3. To accept all notifications and make the listed changes to the database, click Accept all
notifications. To refuse all notifications and leave the database unchanged, click Refuse
all notifications.
1. From the Synchronizations or Synchronizations > Edit process screens, click New
process.
3 The Create process screen displays (Figure 8.38 on page 297).
2. In the Reference archive field, enter the path and filename to the archive file to access
during the process. Click Browse to search for the archive file.
3. Click Submit.
The Global rights screen allows you to manage rights affecting all devices and data in the
Device Knowledge Database.
NOTE: You must have the appropriate rights in order to manage these rights. You may also
manage only those rights already granted to you. For more information about these
rights, see “Device and Device Knowledge Base Rights” on page 17.
To grant rights:
2. Check the box next to each right to grant. For a complete description of each right, see
“Device and Device Knowledge Base Rights” on page 17.
3. From the Groups list, select the groups that will benefit from selected rights. Press and
hold Ctrl to select multiple groups.
This chapter describes the Catalog and Content portions of the Delivery menu, which allow
you to manage all elements used in the delivery service logic and delivery content. For
additional information about the System management and Tracking portions of the
Delivery menu, see “System Configuration” on page 386.
Managing Categories
Categories allow you to organize downloaded items and present them on a user’s Content
Manager interface, providing users with a method of navigation through which to browse
offers. Categories are associated to offers and bundles, and can differ between services.
Dynamic categories are associated to bundles using dynamic information provided when
creating or editing a category. When the scheduled association time is reached, all bundles
that were previously associated to the category are disassociated, allowing new bundles to
become associated with the category. For more information about dynamic category
information, see “Editing a Category” on page 304.
NOTE: To associate a category with a bundle, you must first edit the bundle to which the
category is to be associated. For more information, see “Editing a Bundle” on
page 341.
Viewing Categories
To view categories:
The Categories screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Categories screen, you can perform the following
tasks:
• From the Full name column, click a category to edit. For more information, see
“Editing a Category” on page 304.
• Click New category to create a new category. For more information, see “Creating a
New Category” on page 302.
• Click Delete category to remove all selected categories. For more information, see
“Deleting a Category” on page 309.
Searching Categories
The Filters screen allows you to set search criteria that returns a list of categories specific to
that criteria.
1. From the Categories screen (Figure 9.1 on page 301), click Edit filters.
3 The Categories > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Categories screen (Figure 9.1 on page 301), click New category.
NOTE: The New category function is also available when searching for or editing a
category. For more information, see “Searching Categories” on page 302 and
“Editing a Category” on page 304.
3 The Create category screen displays (Figure 9.3 on page 303).
2. From the End-user service list, select a front-office service with which to associate the
category. The category is then accessible through only the service selected here.
3. From the Parent category list, select a parent category (if applicable).
4. In the Name field, enter a name for the category. Two categories can have the same
name as long as they have two different parent categories.
5. From the Type list, select the type of category to create: keyword, default, or
headline.
6. In the Description field, enter a short description for the category (optional).
7. Check the Dynamic box to apply dynamic-related data to the category. If checked, this
category is to be scheduled for dynamic association with one or more bundles. If not
checked, you must edit bundles individually in order to associate the category. For more
information, see “Editing a Bundle” on page 341.
• If the category is dynamic, define the maximum number of delivery bundles and
timeslots for the dynamic category in the Delivery bundles max count field.
• Set a schedule for the dynamic category. Check the “repetitive” option if you wish to
repeat the schedule several times; otherwise, the category is associated only once.
For example:
To associate this category each day at 8 AM, from the Hour list, select “08”, from the
Minute list, select “00”, and make sure that the Repetitive box is checked.
To associate this category on the first day of the month only when the first day is a
Monday, from the Day of the month list, select “1” and from the Day of the week
list, select “Monday”.
8. Click Submit.
3 The Edit category screen displays (Figure 9.4), allowing you to view or modify the
new category.
Editing a Category
To modify a category:
1. From the List categories screen (Figure 9.1 on page 301), click the name of a category
to modify.
NOTE: The Edit category screen also displays immediately after creating a new category.
3 The Details tab on the Edit category screen displays.
From the Edit category screen, you can perform the following tasks:
• Click New category to create a category. For more information, see “Creating a New
Category” on page 302.
• Click Delete to delete the edited category. For more information, see “Deleting a
Category” on page 309.
• Click the Details tab to view or modify general category details. For more information,
see “Using the Details Tab” on page 305.
• Click the Data for dynamic category tab to view or modify dynamic data applied to
the category. For more information, see “Using the Data For Dynamic Category Tab” on
page 305.
• Click the MetaData tab to view or modify metadata information associated with the
category. For more information, see “Using the MetaData Tab” on page 307.
The Details tab on the Edit category screen allows you to view or modify a category’s
general information, such as the parent category, category name, or description as
necessary. Click Submit to save any changes.
NOTE: The Data for dynamic category tab applies only when the Dynamic check box is
checked.
The Data for dynamic category tab on the Edit category screen (Figure 9.5 on page 306)
allows you to view or modify any dynamic data specified for the category.
Figure 9.5: Edit category Screen — Data for dynamic category Tab
The Data for dynamic category tab allows you to modify the following information:
• Dynamic — Check the box to dynamically associate the category with one or more
bundles.
NOTE: The Data for dynamic category tab does not apply to non-dynamic
categories. If the category is to be non-dynamic, skip this section. For
information about associating non-dynamic categories with bundles, see
“Editing a Bundle” on page 341.
• Delivery bundle max count — Specify the maximum number of delivery bundles for
the dynamic category.
• Repetitive — Check the box to repeat the dynamic association schedule. If the box is
unchecked, the assocation will occur only once.
• Specify the times and dates on which the dynamic association is to occur.
For example:
To associate this category each day at 8 AM, from the Hour list, select “08”, from the
Minute list, select “00”, and make sure that the Repetitive box is checked.
To associate this category on the first day of the month only when the first day is a
Monday, from the Day of the month list, select “1” and from the Day of the week
list, select “Monday”, and make sure that the Repetitive box is checked.
• Bundle offer — The category is dynamically associated with bundles belonging to the
offer selected here (optional).
• Bundle categories — The category is dynamically associated with bundles associated
with the categories selected here (optional). Press and hold Ctrl to select multiple
bundle categories.
• Bundle reference date order — The category is dynamically associated with bundles
having reference dates that meet the criteria specified here (optional).
If a bundle reference date order was specified, define the bundle dates to include.
Check the Disable boxes to include all reference dates.
• Popularity type — The category is dynamically associated with bundles having a
popularity type selected here (optional).
The MetaData tab on the Edit category screen allows you to view any metadata associated
with the edited category. You can search for metadata by language and type.
In addition to searching metadata by language and type, the MetaData tab allows you to
perform the following tasks:
• Click New meta data to create metadata for the category. For more information, see
“Creating Metadata” below.
• If metadata exists for the category, a list displays. Click a metadata type to view or
modify. For more information, see “Editing Metadata” on page 309.
• Click Delete meta data to delete selected metadata from the category. For more
information, see “Deleting Metadata” on page 309.
Creating Metadata
To create metadata:
1. From the MetaData tab on the Edit category screen, click New meta data.
3 The Create meta data screen displays.
Editing Metadata
1. From the MetaData tab on the Edit category screen, click a metadata type to edit.
3 The Edit metadata screen displays.
NOTE: Metadata information that can be updated depends on the metadata type selected
from the MetaData tab. For more information on metadata types, see “Creating
Metadata” on page 308.
Deleting Metadata
To delete metadata:
1. From the MetaData tab on the Edit category screen (Figure 9.6 on page 307), check
the box next to one or more listed metadata to delete. Check the box at the top of the
column to quickly select all listed metadata.
Deleting a Category
To delete a category:
1. From the Categories screen (Figure 9.1 on page 301), check the box next to one or
more categories to delete. Check the box at the top of the column to quickly select all
categories.
NOTE: You can also delete edited categories by clicking Delete category on the Edit
category screen.
Managing Offers
Offers are packages of items that can be downloaded by users that are associated to
authorized groups and compatible devices. Offers are composed of the following:
• Bundles — The actual items that can be ordered by users. Each bundle defines the
content to be downloaded (through Topics), the method by which they are formatted
(using patterns), and which delivery scenario is to be used (through Session
sequences).
• Triggers — Define when bundles should be delivered.
Viewing Offers
The Offers screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Offers screen, you can perform the following tasks:
• From the Name column, click an offer to edit. For more information, see “Editing an
Offer” on page 314.
• Click New offer to create a new offer. For more information, see “Creating a New
Offer” on page 312.
• Click Delete offer to remove all selected offers. For more information, see “Deleting
an Offer” on page 336.
• Click Global end-users rights to manage users rights affecting all offers. For more
information, see “Managing Global Offer Rights” on page 334.
• Click Manage download codes to export default SMS download codes associated
with one or several offers. For more information, see “Managing Download Codes” on
page 335.
Searching Offers
The Filters screen allows you to set search criteria that returns a list of offers specific to that
criteria.
1. From the Offers screen (Figure 9.8 on page 310), click Edit filters.
3 The Offers > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Offers screen (Figure 9.8 on page 310), click New offer.
3 The Create offer screen displays (Figure 9.10 on page 313).
NOTE: The New offer function is also available when searching for or editing an offer. For
more information, see “Searching Offers” on page 312 and “Editing an Offer” on
page 314.
2. In the Name field, enter a unique name for the offer. No two offers can have the same
name.
3. In the Description field, enter a short description for the offer (optional).
4. From the End-user service list, select front-office service with which to associate the
offer. Only authorized group users of the selected this service will be able to access the
offer.
5. From the Application ID list, select an ID used to deliver messages. Available IDs are
retrieved from messaging credentials associated to the selected front-office service.
6. From the Status list, select a status for the offer. Values include Draft or Not Validated.
NOTE: Offers can be published only if they contain at least one published bundle.
Editing an Offer
To edit a offer:
1. From the Offers screen (Figure 9.8 on page 310), click the name of an offer to modify.
3 The Details tab on the Edit offer screen displays.
NOTE: The Edit offer screen also displays immediately after creating a new offer.
From the Edit offer screen, you can perform the following tasks:
• Click New offer to create a new offer. For more information about creating an offer,
see “Creating a New Offer” on page 312.
• Click Delete to remove the edited offer. For more information about deleting offers,
see “Deleting an Offer” on page 336.
• Click Manage download codes to export SMS download codes for the edited offer.
For more information, see “Managing Download Codes” on page 335.
• Click the Details tab to view or modify offer details. For more information, see “Using
the Details Tab” on page 315.
• Click the Bundle templates tab to manage bundle templates associated with the
offer. For more information about managing bundles, see “Using the Bundle Templates
Tab” on page 315.
• Click the Offer capabilities tab to manage devices compatible with the offer. For
more information about viewing compatible devices, see “Viewing Offer
Compatibilities” on page 330.
• Click the MetaData tab to manage any metadata associated with the offer. For more
information, see “Using the MetaData Tab” on page 331.
• Click the End-user rights tab to manage front-office group rights on the edited offer.
For more information, see “Using the End-Users Rights Tab” on page 332.
• Click the Administration rights tab to manage back-office group rights on the edited
offer. For more information, see “Using the Administration Rights Tab” on page 333.
The Details tab on the Edit offer screen (Figure 9.11 on page 314) allows you to modify the
following details about the selected offer:
• Name — The unique name of the offer. No two offers can have the same name.
• Description — A short description for the offer (optional).
• End-user service — The front-office service associated with the offer (cannot be
modified).
• Application ID — The ID used to deliver messages. Available IDs are retrieved from
messaging credentials associated to the selected end-user service.
• Status — The status of the offer. Status values include:
• Published — offer can be downloaded
• Draft/Not validated — offer cannot be downloaded
• Deprecated — offer was Published, but has since been deleted
NOTE: The offer can be published only if it contains at least one published bundle.
The Bundle templates tab on the Edit offer screen (Figure 9.12 on page 316) allows you
to manage the bundle templates used with the offer. A bundle template is used to
automatically create new bundles after a topic is created. A bundle template contains all
useful bundle information, delivery triggers, and topic filters. Topic filters determine whether
to include or exclude newly-created topics for which to generate bundles. Delivery triggers
are then defined in the bundle template and associated to the new bundle.
The Bundle templates tab on the Edit offer screen provides the same basic functionality as
other list screens in Content Manager. For information about basic functions available, see
“Viewing and Working With Lists” on page 6. In addition, from the Bundles tab, you can
perform the following tasks:
• From the Name column, click a bundle template to edit. For more information, see
“Editing a Bundle Template” on page 318.
• Click New bundle to create a new bundle template. For more information about
creating a bundle, see “Creating a Bundle Template” on page 316.
• Click Delete bundle to remove the edited bundle template. For more information
about deleting bundles, see “Deleting a Bundle Template” on page 330.
• Click Published to change the status of selected bundle templates to Published.
1. From the Bundle templates tab on the Edit offer screen, click New bundle.
3 The Create bundle template screen displays (Figure 9.13 on page 317).
3. From the Content system list, select a content system to use to filter topics. When a
topic is created, a bundle is created only if it is linked to the content system selected
here.
4. From the Topic type list, select a topic type to use to filter topics. When a topic is
created, a bundle is created only if it is of the type selected here.
5. In the Bundle name template field, enter the naming convention the bundle template
will use to name new bundles. Possible parameters include:
• $topic.name — names the bundle after the topic that triggers bundle creation
• $topic.id — names the bundle after the topic ID of the topic that triggers bundle
creation
• $topic.contentSystem — names the bundle after the content system ID of the topic
that triggers bundle creation
• $topic.type — names the bundle after the type of topic that triggers bundle creation
• $topic.contentBundleType — names the bundle after the content template of the
topic that triggers bundle creation
• $topic.categories — names the bundle after the content categories of the topic that
triggers bundle creation
• $topic.fetch count — names the bundle after the fetch count of the topic that
triggers bundle creation
6. From the Session sequence list, select a sequence that defines how the contents in the
bundle template are delivered.
7. From the Bundle status list, select the status of newly created bundles. Values include:
Published (can be downloaded), Not validated or Draft (cannot be downloaded).
8. Check the Technical box to indicate whether bundles created using the bundle template
are technical. For more about technical bundles, see “Viewing Bundles” on page 337.
9. From the Categories list, select one or more categories to associate when bundles are
created. Press and hold Ctrl to select multiple categories.
10. In the Reference date field, enter the reference date for each bundle created using the
template. The reference date is the date criteria by which to filter bundles using dynamic
categories.
1. From the Bundle templates tab on the Edit offer screen, click the name of a bundle
template to edit.
3 The General tab on the Edit bundle template screen displays (Figure 9.14 on
page 319).
NOTE: The General tab on the Edit bundle template screen also displays immediately
after creating a new bundle template.
From the Edit bundle template screen, you can perform the following tasks:
• Click New template to create a new bundle template. For more information, see
“Creating a Bundle Template” on page 316.
• Click Delete template to delete the edited bundle template. For more information,
see “Deleting a Bundle Template” on page 330.
• Click the General tab to modify general information about the bundle. For more
information, see “Using the General Tab” on page 319.
• Click the Topic details tab to modify topics associated with the bundle. For more
information, see “Using the Topic Details Tab” on page 320.
• Click the Topic filters tab to search for topics. For more information, see “Using the
Topic Filters Tab” on page 320.
• Click the Bundle Details tab to manage for the bundle template. For more
information, see “Using the Bundle Details Tab” on page 321.
• Click the Content templates tab to manage content templates associated with the
edited bundle template. For more information, see “Using the Content Templates Tab”
on page 323.
• Click the Triggers on content tab to manage “on content” triggers for the bundle. For
more information, see “Using the Trigger On Content Tab” on page 324.
• Click the Triggers on message tab to manage “on message” triggers for the bundle.
For more information, see “Using the Triggers on Message Tab” on page 325.
• Click the Triggers on schedule tab to manage “on schedule” triggers for the bundle.
For more information, see “Using the Triggers On Schedule Tab” on page 326.
Using the General Tab. The General tab (Figure 9.14) allows you to change the name and
status of the bundle template.
Using the Topic Details Tab. The Topic Details tab (Figure 9.15) allows you to manage
topics associated with the bundle template. Topics act as “content selectors” to retrieve
contents from the “content” repository or from other content systems. When the bundle
delivery is triggered, Content Manager initiates the delivery of all topics associated to the
bundle template and compatible with the recipient device.
Topics are ordered within a bundle to indicate which topic is delivered first. The delivery
sequence of different topics is defined by the session sequence associated with the bundle.
Each topic is associated with one or several patterns that define how bundle contents are
converted to deliverable contents.
1. From the Content system list, select a content system by which the template will filter
topics. When a topic is created, a bundle is created only if it is linked to the content
system selected here.
2. From the Topic type list, select whether the topic is linked to a bundleid (content) or
category (content category). When a topic is created, a bundle is created only if it is of
the type selected here.
Using the Topic Filters Tab. The Topic filters tab allows you to specify criteria by which
to associate topics with the bundle template. The amount of information you add to the filter
determines how specific you want to be in your associations. For more information about
using filters, see “Using the Filters Screen” on page 8.
Using the Bundle Details Tab. The Bundle Details tab (Figure 9.17 on page 322) allows
you to view or modify bundle template details.
The Bundle Details tab allows you to view or modify the following details of the associated
bundle template:
• Name template — The naming convention used by the template to name newly
created bundles. Possible parameters include:
• $topic.name — names the bundle after the topic that triggers bundle creation
• $topic.id — names the bundle after the topic ID of the topic that triggers bundle
creation
• $topic.contentSystem — names the bundle after the content system ID of the
topic that triggers bundle creation
• $topic.type — names the bundle after the type of topic that triggers bundle
creation
• $topic.contentBundleType — names the bundle after the content template of
the topic that triggers bundle creation
• $topic.categories — names the bundle after the content categories of the topic
that triggers bundle creation
• $topic.fetch count — names the bundle after the fetch count of the topic that
triggers bundle creation
• Session sequence — This sequence defines how the contents in a bundle are
delivered.
• Bundle status — The status of created bundles. Values include: Published (can be
downloaded), Not validated or Draft (cannot be downloaded).
• Technical — Indicates whether bundles created using the template are technical. For
more about technical bundles, see “Viewing Bundles” on page 337.
• Categories — Select one or more categories to associate with the bundles created
using the template. Press and hold Ctrl to select multiple categories.
• Reference date — The date by which to filter bundles using dynamic categories.
• Enable trigger on demand — Check this box to activate “on demand” triggers for
the bundle.
Using the Content Templates Tab. The Content templates tab allows you to manage
content templates associated with the bundle template.
1. Select one or more templates from the Available content templates list. Press and
hold Ctrl to select multiple templates.
2. Click Add.
3 The selected templates display in the Associated content templates list.
1. Select one or more templates from the Associated content templates list. Press and
hold Ctrl to select multiple templates.
2. Click Remove.
3 The selected templates display in the Available content templates list.
Using the Trigger On Content Tab. The Trigger on content tab (Figure 9.19 on
page 324) allows you to manage “on content” triggers (“push” triggers) for the bundle
template. This trigger is activated when new content is detected by one of the topics
associated with the bundle template. Only one “on content” trigger can be configured per
bundle.
1. Check the Enabled box to activate the trigger. To disable the trigger, uncheck the
Enabled box.
Using the Triggers on Message Tab. The Triggers on message tab (Figure 9.20) allows
you to manage “on message” triggers for the bundle. These triggers are activated when a
message meets certain rules and is sent or received on the application ID associated with the
parent offer.
The Triggers on message tab allows you to define the rules to be used to activate the
bundle. You can define several triggers or “sets of rules” for the same bundle. To initiate a
delivery, a message must meet ALL of the rules contained in one of the triggers. In this case,
the trigger is activated even if the message does not meet the rules of the other triggers.
The Triggers on message tab displays the filter criteria defined for existing triggers.
1. From the Triggers on message tab, click Edit trigger next to the trigger to edit.
3 The Edit trigger on message screen displays, allowing you to modify the filter criteria
for the trigger. For more information about defining filters, see “Using the Filters
Screen” on page 8.
2. Make changes as necessary. To delete an existing trigger filter, click the next to the
filter to remove.
To delete a trigger:
1. From the Triggers on message tab, click Remove trigger next to the trigger to delete.
3 A confirmation message “Are you sure you want to delete the selected trigger?”
displays.
Using the Triggers On Schedule Tab. The Triggers on schedule tab (Figure 9.21 on
page 327) allows you to manage “on schedule” triggers for the bundle template. These
triggers are activated at predefined times, according to a certain schedule.
For example, to trigger a delivery each day at 8:00 AM: from the Hours list, select
“08”, from the Minute list, select “00”, and make sure that the Repetitive box is
checked.
To trigger a delivery on the first Monday of each month: from the Day of week list,
select “Monday”, from the Day of the month list, select “1”, and make sure that the
Repetitive box is checked.
1. From the list of existing triggers, click the name of the trigger to edit.
3 The Edit trigger on schedule screen displays (Figure 9.22 on page 329).
The Edit trigger on schedule screen allows you to perform the following tasks:
• Click Delete trigger on schedule to remove the edited trigger.
• Make changes to the trigger as necessary, and click Submit when finished.
1. From the Edit trigger on schedule screen, click Delete trigger on schedule.
1. From the Bundle templates tab on the Edit offer screen (Figure 9.12 on page 316),
check the boxes next to the bundle templates to delete. Check the box at the top of the
column to quickly select all templates.
NOTE: You can also delete an edited bundle template by clicking Delete template on the
Edit bundle template screen.
The Offer compatibilities tab on the Edit offer screen allows you to search for and list all
devices that are compatible with the offer. A device is marked as compatible if at least one
associated bundle is compatible.
1. From the Feature list, select the feature for which to search.
2. From the Language list, select the preferred language for which to search.
3. From the Brands list, select one or more device brands for which to search. Press and
hold Ctrl to select multiple brands.
The MetaData tab on the Edit offer screen allows you to review any metadata that may be
associated with the offer, and create or delete metadata. You can search for metadata by
language and type.
Creating Metadata. To create metadata for an offer, from the MetaData tab on the Edit
offer screen, click New meta data from the MetaData tab on the Edit offer screen.
3 The Create metadata screen displays.
Select a metadata type and language, then click Submit.
Editing Metadata. To edit existing metadata for an offer, from the MetaData tab on the
Edit offer screen, click Edit next to the metadata to modify.
3 The Edit meta data screen displays.
NOTE: The fields available for modification depend on the type of metadata you are
editing.
Deleting Metadata. To delete metadata from an offer, from the MetaData tab on the Edit
offer screen, check the box next to each metadata to delete. Check the box at the top of the
column to quickly select all metadata. Click Delete meta data.
3 A confirmation message “Are you sure you want to delete selected offer meta data?”
displays.
NOTE: You can also delete edited metadata by clicking Delete meta data on the Edit
meta data screen.
The End-users rights tab on the Edit offer screen allows you to define which front-office
groups can receive the selected offer contents. For information about granting offer rights
affecting all offers, see “Using the Administration Rights Tab” on page 333.
NOTE: Only those front-office groups attached to services on which you have rights are
listed.
The “buy offer” right is the only right available on the End-users rights tab. This right
allows groups to access and download the offer’s contents through any of the bundle triggers
defined for the offer.
2. From the Groups list, select one or more groups to which to grant the “buy offer” right.
Press and hold Ctrl to select multiple groups.
1. From the End-users rights tab on the Edit offer screen, click the next to each group
from which to revoke the “buy offer” right.
The Administration rights tab on the Edit offer screen allows you to define the groups to
receive the edited offer.
The “Read catalog item” right is the only right available on the Administration rights tab.
This right allows back-office groups to access and download the offer’s contents using any of
the bundle triggers defined for the offer.
2. From the Groups list, select the groups to which to grant the “Read catalog item” right.
Press and hold Ctrl to select multiple groups.
1. From the Administration rights tab on the Edit offer screen, click the next to each
group from which to revoke the “Read catalog item” right.
The End-users rights screen allows you to define which groups receive all offers. For
information about granting access to a single offer, see “Using the End-Users Rights Tab” on
page 332.
The “Buy offer” right is the only right available on the End-users rights screen. This right
allows back-office groups to access any offer and any associated content.
1. From the Offers screen (Figure 9.8 on page 310), click Global end-users rights.
3 The End-users rights screen displays.
NOTE: Only those front-office groups on which you have rights are listed.
3. Select the groups to which to grant the “buy offer” right. Press and hold Ctrl to select
multiple groups.
1. From the End-users rights screen, click the next to each group from which to revoke
the “buy offer” right.
1. From the Offers screen (Figure 9.8 on page 310), check the boxes next to the offers for
which to download SMS codes.
The Manage download codes screen allows you to perform the following tasks:
• Click Refresh to update the list of export files.
• Click Launch new export to initiate a new export. Content Manager generates SMS
codes for the selected offers and their child bundles and stores them in a .csv file for
download.
• To delete existing export files, check the boxes next to the files to delete. Check the
box at the top of the column to quickly select all files. Click Delete files.
• Click Download next to the export file to download.
The format for each export file is as follows: one line per device and per bundle, with
columns separated by commas “,”. The following table defines the export file columns:
Deleting an Offer
NOTE: If you delete an active offer, its status is switched to Deprecated. If the offer is not
active, it is removed immediately.
To delete an offer:
1. From the Offers screen (Figure 9.8 on page 310), check the box next to one or more
offers to remove. Check the box at the top of the column to quickly select all offers.
NOTE: You can also delete an edited offer by clicking Delete offer on the Edit offer
screen.
Managing Bundles
From the Delivery menu, you can view, edit, create, and delete delivery bundles.
Viewing Bundles
The Bundles screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Bundles screen, you can perform the following tasks:
• From the Name column, click a bundle to edit. For more information, see “Editing a
Bundle” on page 341.
• On the right side of the table, click Download to download the corresponding bundle.
For more information, see “Using the Popularity Tab” on page 353.
• On the right side of the table, click Bulk process to create a bulk process for the
corresponding bundle. For more information, see “Creating a Bundle Bulk Process” on
page 357.
• Click New bundle to create a new bundle. For more information, see“Creating a
Bundle” on page 339.
• Click Delete bundle to remove all selected bundles. For more information, see
“Deleting a Bundle” on page 355.
• Click Publish to enable download of all selected bundles.
Searching Bundles
The Filters screen allows you to set search criteria that returns a list of bundles specific to
that criteria.
1. From the Bundles screen (Figure 9.27 on page 337), click Edit filters.
3 The Bundles > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
Creating a Bundle
To create a bundle:
1. From the Bundles screen (Figure 9.27 on page 337), click New bundle.
3 The Create bundle screen displays (Figure 9.29 on page 340).
3. From the Session sequence list, select a sequence method that defines how the
contents in the bundle are delivered. For more about session sequences, see “Viewing
Bundles” on page 337.
4. From the Status list, select a status for the bundle. Values include: Published (can be
downloaded), Not validated or Draft (cannot be downloaded).
5. From the Categories list, select one or more categories to associate with the bundle.
Press and hold Ctrl to select multiple categories.
6. Check the Technical box to indicate whether the bundle is technical. For more about
technical bundles, see “Viewing Bundles” on page 337.
7. If necessary, modify the date in the Reference date field. The reference date is the date
criteria by which to filter bundles using dynamic categories. For more information about
dynamic categories, see “Editing a Category” on page 304.
Editing a Bundle
To edit a bundle:
1. From the Bundles screen, click the name of a bundle to edit from the Name column.
3 The Details tab on the Edit bundle screen displays.
NOTE: The Details tab on the Edit bundle screen also displays immediately after creating
a new bundle.
From the Edit bundle screen, you can perform the following tasks:
• Click New bundle to create a new bundle. For more information, see “Creating a
Bundle” on page 339.
• Click Delete bundle to delete the edited bundle. For more information, see “Deleting a
Bundle” on page 355.
• Click Download to download the edited bundle.
• Click the Details tab to modify general information about the bundle. For more
information, see “Using the General Tab” on page 319.
• Click the Topics tab to modify topics associated with the bundle. For more
information, see “Using the Topic Details Tab” on page 320.
• Click the Bundle capabilities tab to manage device capabilities for the bundle. For
more information, see “Using the Bundle Details Tab” on page 321.
• Click the Triggers on message tab to manage “on message” triggers for the bundle.
For more information, see “Using the Triggers on Message Tab” on page 348.
• Click the Triggers on schedule tab to manage “on schedule” triggers for the bundle.
For more information, see “Using the Triggers On Schedule Tab” on page 348.
• Click the Triggers on content tab to manage “on content” triggers for the bundle. For
more information, see “Using the Triggers On Content Tab” on page 352.
• Click the Popularity tab to calculate the download totals for the bundle. For more
information, see “Using the Popularity Tab” on page 353.
• Click the MetaData tab to manage any metadata associated with the bundle. For
more information, see “Using the MetaData Tab” on page 354.
The Details tab (Figure 9.30 on page 341) allows you to modify the following details of the
bundle:
• Id — The internal identification number assigned to the bundle (cannot be modified).
• Name — The name of the bundle.
• Numeric alias — The numeric alias automatically generated for the bundle by
Content Manager and used for the default MO interface (cannot be modified).
• Session sequence — The session sequence associated with the bundle. Possible
sequences include:
• Waiting session completion: X number of operations are processed completely
before the following X number of operations (X = Target count value)
• Limit target workflow: No more than X number of operations are processed
simultaneously (X = Target count value)
• Failsafe: This sequence is used to process WAP content and resend it as long as a
download has not started.
• Schedule targets: X number of operations are processed simultaneously, then
the system waits for a predefined period of time (Waiting time value) before
processing the next X number of operations (X = Target count value)
• Simple: all operations are processed simultaneously
• Categories — Categories associated with the bundle. Press and hold Ctrl to select
multiple categories.
• Status — The status of the bundle. Values include: Published (can be downloaded),
Not validated or Draft (cannot be downloaded), and Deprecated (the offer was
Published, but has since been deleted).
• Technical — Indicates whether the bundle is technical (cannot be modified). For more
about technical bundles, see “Viewing Bundles” on page 337.
• Reference date — The date by which to filter bundles using dynamic categories.
• Enable trigger on demand — Check this box to activate “on demand” triggers for
the bundle.
The Topics tab allows you to manage topics associated with the bundle. Topics act as
“content selectors” to retrieve contents from the “content” repository or from other content
systems. When the bundle delivery is triggered, Content Manager initiates the delivery of all
topics associated to the bundle and compatible with the recipient device.
Topics are ordered within a bundle to indicate which topic is delivered first. The delivery
sequence of different topics is defined by the session sequence associated with the bundle.
Each topic is associated with one or several patterns that define how bundle contents are
converted to deliverable contents.
If there are topics currently associated with the bundle, the Topics tab displays the following
information:
• Index — When a bundle is activated by a trigger, the first topic is activated, followed
by the second, and third, and so on. The index is the number order on which a topic is
activated. To reorder associated topics, select a topic from the list, then click Move up
or Move down to change the order.
• Topic Name — The name of the topic. Click a topic name to edit topic pattern options.
For more information, see “Managing Topic Patterns” on page 344.
• Topic patterns — The pattern used by a topic to generate a message from the
content that the topic has selected.
To add a topic:
1. From the Topics tab on the Edit bundle screen, click Add topic.
3 The Topics > Filters screen displays.
2. Enter the criteria on which to search topics. The amount of information you add to the
filter determines how specific you want to be in your search. For more information about
using filters, see “Using the Filters Screen” on page 8.
3. From the list of topics, click Add topic next to each topic to add to the bundle.
3 The Topic and message patterns screen displays, allowing you to manage the
selected topic’s patterns. For more information, see “Managing Topic Patterns” on
page 344.
Topic patterns are used by topics to generate a message from the content selected by the
topic. Several patterns may be selected and placed in order for the same topic. When content
is to be sent to a device, Content Manager automatically selects the first pattern compatible
with the device.
NOTE: Only those patterns compatible with the content templates associated with the
current topic are used.
1. From the Topics tab on the Edit bundle screen (Figure 9.15 on page 320), click the
name of a currently associated topic.
3 The Topic and message patterns screen displays (Figure 9.32 on page 345).
NOTE: The Topic and message patterns screen also displays immediately after adding a
topic to a bundle.
The Topic and message patterns screen displays the following view-only information
about the topic:
• Name — The name of the topic.
• Content system — The associated content system.
• Type — The type of topic. Either of the following types may display:
• By content id — The topic is associated to a specific content on selected content
system. If the topic is linked to a content, the following information displays:
• Content — The name of the content associated with the topic.
• Validity start — The date on which the content becomes valid.
• Validity end — The date on which the content becomes invalid.
• Content template — The content type.
• By category — The topic automatically selects the last published content in
selected categories. If the topic is linked to categories, the following information
displays:
• Content categories — Names of categories linked to the topic.
• Content template — The content type.
• Number of fetched content — The number of contents retrieved by the topic
simultaneously.
Currently associated message patterns display the following information at the bottom of the
screen:
• Index — The index number relates to pattern order. When the topic is activated by a
trigger, the first pattern is used to format the content retrieved by the topic. If the
pattern is not compatible with the target device, the next pattern is used, and so on.
• Pattern name — The name of the pattern. Click a pattern name to view or modify the
pattern. For more information, see “Editing a Message Pattern” on page 399.
In addtion, the Topic and message patterns screen allows you to perform the following
tasks:
• Click Edit topic to edit the selected topic. For more information, see “Editing a Topic”
on page 372.
• Click View topic capabilities to list all devices compatible with the edited topic. For
more information, see “Using the Topic Capabilities Tab” on page 374.
• From the Pattern name list, select a pattern and click Add to add the pattern to the
topic. To remove a pattern from the topic, click Remove next to the pattern to
remove.
• Select an index number from the list of associated patterns and click Move up or
Move down to change the order of authorized patterns.
The Bundle compatibilities tab (Figure 9.33 on page 347) allows you to manage devices
compatible with the bundle. Devices are marked as compatible if at least one of the patterns
and associated topics is compatible. This tab displays a list of compatible device features,
models, and brands.
Figure 9.33: Edit bundle Screen — Bundle compatibilities Tab (With Results)
1. From the Feature list, select a feature on which to conduct a search for compatible
devices.
2. From the Language list, select the preferred language for compatible devices.
3. From the Brands list, select one or more brands on which to search. Press and hold Ctrl
to select multiple brands.
The Triggers on message tab allows you to manage “on message” triggers for the bundle.
These triggers are activated when a message meets certain rules and is sent or received on
the application ID associated with the parent offer.
The Triggers on message tab allows you to define triggers, or sets of rules, to be used to
activate the bundle. You can define several triggers for the same bundle. To initiate a
delivery, a message must meet all of the rules contained in one of the triggers. In this case,
the trigger is activated even if the message does not meet the rules of the other triggers.
The Triggers on message tab displays the filter criteria defined for existing triggers. For
information about using filters in Content Manager, see “Using the Filters Screen” on page 8.
NOTE: In order to activate the trigger, all rules defined in the trigger must be met.
1. From the Triggers on message tab, click Edit trigger next to the trigger to edit.
3 The Edit trigger on message screen displays, allowing you to modify the filter criteria
for the trigger. For more information about defining filters, see “Using the Filters
Screen” on page 8.
2. Make changes as necessary. To delete an existing trigger filter, click the next to the
filter to remove.
The Triggers on schedule tab (Figure 9.34 on page 349) allows you to manage “on
schedule” triggers for the bundle. These triggers are activated at predefined times, according
to a certain schedule.
To create a trigger:
For example, to trigger a delivery each day at 8:00 AM: from the Hours list, select
“08”, from the Minute list, select “00”, and select Repetitive.
To trigger a delivery on the first Monday of each month: from the Day of week list,
select “Monday”, from the Day of the month list, select “1”, and select Repetitive.
1. From the list of existing triggers, click the name of the trigger to edit.
3 The Edit trigger on schedule screen displays (Figure 9.22 on page 329).
The Edit trigger on schedule screen allows you to perform the following tasks:
• Click Delete trigger to remove the edited trigger.
• Click Subscribe end-user to associate an end-user with the selected bundle and
trigger.
3The Subscribe end-user screen displays. For more information, see “Editing or
Deleting a Subscription” on page 366.
• Make changes to the trigger schedule as necessary, then click Submit.
To delete a trigger:
1. From the Edit trigger on schedule screen, click Delete trigger on schedule.
3 A confirmation message “Are you sure you want to delete the selected trigger?”
displays.
The Triggers on content tab allows you to manage an “on content” trigger for the bundle.
This trigger is activated when new content is detected by one of the topics associated with
the bundle. Only one “on content” trigger can be configured per bundle.
• Process priority — Select the global process priority for the provisioning operations
generated by the trigger. LOWER is lowest priority (operations are processed after
other operations), while HIGHER is highest priority (operations are processed before
other operations).
3. Click Submit.
The Popularity tab allows you to determine how to calculate the number of times the edited
bundle has been downloaded over a certain period of time. Downloaded bundles are based
on the number of completed delivery sessions linked to this bundle.
1. From the Type list, select how to calculate the number of delivery sessions for the
bundle: Monthly, Daily, Hourly, Weekly, Yearly, or Absolute.
2. Click Submit.
To adjust the number of downloads to date, in the Count field, enter the number of
downloads for the bundle, then click Submit.
The MetaData tab on the Edit bundle screen allows you to review any metadata that may
be associated with the offer. You can search for metadata by language and type.
Creating Metadata
From the MetaData tab on the Edit bundle screen, click New meta data.
3 The Create metadata screen displays.
1. From the Type list, select a metadata type. Additional fields available on the Create
metadata screen depend on the type selected here. Metadata types include:
• Name — Displays the name of the bundle.
• Text description — Displays an additional description.
• Highlight — Displays the bundle as highlighted.
• CM1 contentId — References the last identification for the last content system.
2. From the Language list, select the preferred language for the metadata.
3. Provide other information as required by the metadata type selected. Click Submit when
finished.
Editing Metadata
1. From the MetaData tab on the Edit bundle screen, click Edit next to the metadata to
modify.
3 The Edit meta data screen displays.
NOTE: The fields available for modification depend on the type of metadata you are
editing.
Deleting Metadata
1. From the MetaData tab on the Edit bundle screen, check the box next to each
metadata to delete. Check the box at the top of the column to quickly select all metadata.
NOTE: You can also delete edited metadata by clicking Delete meta data on the Edit
meta data screen.
Deleting a Bundle
To delete a bundle:
1. From the Bundles screen (Figure 9.27 on page 337), check one or more boxes next to
the bundles to delete. Check the box at the top of the column to quickly select all
bundles.
NOTE: You can also delete edited bundles by clicking Delete bundle on the Edit bundle
screen.
Downloading a Bundle
To download a bundle:
1. From the Bundles screen (Figure 9.27 on page 337), click Download to the right of the
bundle to download.
NOTE: The Download function is also available when editing a bundle. For more
information, see “Editing a Bundle” on page 341.
3 The Download Bundle screen displays (Figure 9.39 on page 356).
2. From the Language list, select the preferred bundle language type.
3. Check the Determine account and device from specified address for the option to
restrict the download according to the timeslots set for the end user account. If checked,
the screen refreshes and the Enable using user’s timeslot preferences box displays.
To restrict the download to the user’s specified timeslots, check the Enable using user’s
timeslot preferences box. For more information about managing end user timeslots,
see “Editing a Front-Office Account” on page 84.
4. From the Address type list, select the type of receiving device address: Mobile or Mail
(email). This field is required.
5. In the Address field, type the address for the receiving device. This address must be of
the type selected from the Address type list, or you can specify an IMEI address when
the Select device by imei box is checked. This field is required.
7. From the Model list, select the model of the receiving device.
8. In the Time to start field, specify when the download begins. Time format is YYYY-MM-
DD HH:MM:SS.
9. In the Time to live field, specify when to initiate delivery. Time format is YYYY-MM-DD
HH:MM:SS.
10. In the Call back URL field, specify the URL to be called once the download is successfully
complete. This is useful for clients that need to perform specific tasks following a
download (for example, downloading the event to their client computer).
11. From the Interface type list, select from the following types of SMS interface used to
view associated codes:
• Simple interface: A SMS interface. The syntax of the code to be sent by SMS is
0aXbY (where a = content type, X = delivery bundle numeric alias, b = device brand
alias, and Y = the digital portion of the device model terminal ID).
• Bundle name, brand alias, model alias interface: The syntax of the code to be
sent by SMS is UBM (where U = delivery bundle name, B = device brand or brand
alias, and M = device model or model alias).
• Offer name, brand alias, model alias interface: The syntax of the code to be sent
by SMS is OBM (where O = parent delivery offer name, B = device brand or brand
alias, and M = device model or model alias).
• Bundle id, brand alias, model alias: The syntax of the code to be sent by SMS is
UBM (where U = delivery bundle ID, B = device brand or brand alias, and M = device
model or model alias).
• Bundle id: Used if end-user devices are not necessary (SMS text messages or MMS
messages or content types compatible with a large number of devices). This simplifies
the interface for end-users.
• Simple interface (short): Similar to the Simple interface, except that the content
type information is not specified.
1. From right side of the Bundles screen (Figure 9.27 on page 337), click Bulk Process
next to the bundle for which to create the process.
3 The Process details tab on the Create bulk process screen displays (Figure 9.40 on
page 358).
4. From the Priority list, select the priority level of the process.
5. In the Time to start field, enter the date and time at which the process begins (format is
YYYY-MM-DD HH:MM:SS).
6. In the Timeout for target reporting (in milliseconds) field, enter a timeout period.
7. Click Next.
3 The Bulk action tab on the Create bulk process screen displays.
8. From the Action type list, select the method by which to deliver the bundle contents.
9. Check the Allow delaying sessions box to have the ability to delay delivery sessions.
11. From the Target type list, select the method by which to target bundle recipients.
Figure 9.43: Create bulk process Screen — Bulk flow control strategy Tab
12. From the Workflow strategy type list, select the type of workflow strategy for the new
process. When the process is launched, a large number of operations are initiated
simultaneously. To limit the load on the system, the different operations are processed
according to the workflow strategy defined here.
14. The Timeslots tab allows you to define the time frame (or hours authorized) in which the
new process should be launched. Options include:
• Day of the week — check the box that follows one or more days of the week on
which to run the process.
• Authorized start time — select the time of day at which to start the process. The
format is hh:mm in one 24 hour period, and a “00” hour = 12:00 AM.
• Authorized end time — select the time of day at which to end the process. The
format is hh:mm in one 24 hour period, and a “00” hour = 12:00 AM.
NOTE: Timeslots can be added as necessary. To delete a timeslot, click the next
to each timeslot to remove.
17. Review the information displayed. Click Submit at the bottom of the screen to create the
process. If you need to make changes before the process is created, click the tab on
which to make changes. When you are finished making changes, return to the
Confirmation tab, review again, then click Submit.
From the Delivery menu, you can view statistics regarding the most/least downloaded
delivery bundles for all services over a certain period of time.
2. From the Type list, select the type of popularity ratings to view: Daily, Monthly,
Weekly, Yearly, Absolute, or Hourly. Ratings listed are current, for instance, current
day or current month.
NOTE: The Popularity screen refreshes the list of downloads each time a selection is
made.
3. From the End-user service list, select a service from which to view downloads.
4. Select whether to display more popular or less popular bundle downloads first.
5. From the Top list, select the number of results to display: 5, 10, 15, or 20.
6. If you choose, you can specify the number of successful delivery sessions from which to
calculate popularity ratings by clicking a bundle name from the list of results.
3 The Edit popularity screen displays.
Managing Triggers
From the Delivery menu, you can directly manage all triggers on all offers simultaneously.
NOTE: When managing Triggers on message, you can also manage triggers by
application ID by clicking the Triggers by appId tab.
Searching Triggers
The Filters screen for a selected trigger type allows you to set search criteria that returns a
list of triggers specific to that criteria.
To apply filters for a search, enter the criteria on which to search. The amount of information
you add to the filter determines how specific you want to be in your search. For more
information about using filters, see “Using the Filters Screen” on page 8.
To view all triggers without the use of a filter, click Show table.
Once a list of results displays, you can perform the following tasks:
• Use the pull-down menu to show a specific number of items per page — 5, 10, 15, 20,
50, 100, or 500 items per page.
• Click Refresh to update the list.
• Browse pages: Previous — go back; Next — go to next page.
• Click Edit filters to modify filter settings for triggers. For more information, see
“Searching Triggers” on page 364.
• Click Reset filters to remove all existing filters.
• Click Hide or Show filters to hide or display all filtering criteria.
• Click the column headings to sort column items alphabetically (default is descending;
click again to sort ascending).
Managing Subscriptions
The Delivery menu allows you to manage front-office subscriptions to push services, for
instance, subscriptions to bundles that contain triggers on content or triggers on schedule.
For information about subscribing an end-user to a bundle, see “Editing an “on schedule”
Trigger” on page 328 or “Enabling an “on content” Trigger” on page 324.
To manage subscriptions, from the Delivery menu, select Catalog > Subscriptions.
3 The Subscriptions screen displays.
The Subscriptions screen allows you to search accounts to subscribe based on an end-
user’s MSISDN or account alias name.
To search by MSISDN:
1. From the Search by address tab, enter the MSISDN of the user account for which to
search.
To search by alias:
1. From the Search by alias tab, enter the alias name of the user account for which to
search.
Once an account is subscribed to one or more bundles, you can manage all active
subscriptions for a specified account.
To edit a subscription, you must first locate the account for which to edit subscriptions. For
information about searching accounts, see “Searching Accounts by MSISDN” on page 365
and “Searching Accounts by Alias” on page 366.
Once an account with subscriptions is located, you can perform the following tasks from the
Subscriptions screen:
• Select one or more subscriptions from the list and click Delete subscriptions to
remove the subscriptions from the account.
3 A confirmation message “Are you sure you want to delete selected subscriptions?”
displays. Click Ok to delete, or Cancel to void deletion.
• Click an Id to view the subscription options for this account, bundle, and trigger.
Options available are described in “Editing or Deleting a Subscription” on page 366.
• Click a Bundle name to edit the associated bundle. For more information, see “Editing
a Bundle Template” on page 318.
• Click the Trigger type to edit the associated trigger. For more information, see
“Managing Triggers” on page 363.
The Delivery menu allows you to manage all rights on offers, bundles, and triggers
associated with back-office (administrator) groups.
NOTE: Only those back-office children groups of groups on which you have rights are
listed. You may grant only those rights you already have on offers.
To grant offer access to front-office (end-user) groups, see “Using the Administration Rights
Tab” on page 333.
To grant rights associated with topics, see “Managing Topic Rights” on page 377.
2. From the End-user service list, select a service from which to display associated rights.
Only services on which you have rights are listed.
3. Check the box next to each right to grant. For a description of these rights, see “Catalog
Rights” on page 18.
4. From the Groups list, select the groups to associate with the selected rights. Press and
hold Ctrl to select multiple groups.
To revoke a right from a group, click the next to each right to remove.
Topics are content selectors that indicate where the contents can be found for each bundle.
There are two types of topics:
• By content id — The topic is associated to one published content stored on a content
system. It inherits the compatibilities and validity from the content.
• By category — The topic is associated to one or several categories on a content
system. It automatically selects one or several published content in these categories.
When a new content is published in any category, it activates all associated “on
content” triggers.
Viewing Topics
To view topics:
The Topics screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Topics screen, you can perform the following tasks:
• From the Name column, click a topic name to modify the selected topic. For more
information, see “Editing a Topic” on page 372.
• Click New topic to create a new topic. For more information, see “Creating a New
Topic” on page 370.
• Click Delete topics to remove all selected topics. For more information, see “Deleting
a Topic” on page 377.
• Click Administration rights to manage topic rights. For more information, see
“Managing Topic Rights” on page 377.
• Click Publish to publish selected topics, create bundles, and offers. For more
information, see “Publishing Topics” on page 379.
Searching Topics
The Filters screen allows you to set search criteria that returns a list of topics specific to that
criteria.
1. From the Topics screen (Figure 9.50 on page 369), click Edit filters.
3 The Topics > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
2. From the Content system list, select a system from where the contents is fetched for
this topic. For more information about content systems, see “Managing Content Systems”
on page 381.
3. From the Type list, select a topic type: by category or by content id.
4. In the Name field, enter a unique name for the topic. No two topics should have the
same name.
• A Filters screen displays allowing you to set search criteria for the content in the
topic. For information about using the Filters screen, see “Using the Filters Screen” on
page 8.
3The Content selection (Step 2/3) screen displays a list of all resulting content.
• Click the Create topic in the table that corresponds to the desired content.
Editing a Topic
To edit a topic:
1. From the Topics screen (Figure 9.50 on page 369), click the name of a topic to edit.
3 The Edit topic screen displays.
NOTE: Depending on the topic type selected, one of two screens displays:
The Edit topic screen allows you to perform the following tasks:
• Click New topic to create a new topic. For more information, see “Creating a New
Topic” on page 370.
• Click Delete topic to delete the edited topic.
• Click the Details tab to modify general information about the topic. For more
information, see “Using the Details Tab” on page 373.
• Click the Topic capabilities tab to manage device capabilities associated with the
edited topic. For more information, see “Using the Topic Capabilities Tab” on page 374.
• Click the MetaData tab to manage any metadata associated with the topic. For more
information, see “Using the MetaData Tab” on page 376.
From the Details tab on the Edit topic screen, you can make the following changes to the
edited topic:
• If the topic type is by category:
• Name — The unique name of the topic. No two topics should have the same name.
• Content template — The template used by the content in the topic.
• Content categories — Categories of content associated with the topic.
• Number of fetched contents — The number of contents that the topic should
retrieve.
From the Topic capabilities tab on the Edit topic screen, you can view the devices and
features compatible with the edited topic.
NOTE: The information listed on the Topic capabilities tab for by content id topics is
view-only.
In the case of by category topics, compatible devices are defined manually based on their
compatibility with the content type selected. By default, only devices with a feature
compatible with the selected content type are listed. For by category topics, the Topic
capabilities tab displays as in Figure 9.55 on page 375.
Figure 9.55: Edit topic Screen — Topic capabilities Tab (By Category)
1. From the Language list, select the preferred language for devices associated with the
topic.
2. To search for devices by feature, check the Feature box, and select a feature from the
Feature list.
3. To search for devices by brand, check the Brands box, then select one or more brands
for which to search. Press and hold Ctrl to select multiple brands.
6. Check the boxes next to each device to associate with the topic. Check the Assign all
available compatibilities box to assign all listed devices.
The MetaData tab on the Edit topic screen allows you to review any metadata that may be
associated with the topic. Metadata is used to attach additional data to a category. You can
search for metadata by language and type.
Creating Metadata
From the MetaData tab on the Edit topic screen, click New meta data.
3 The Create metadata screen displays.
1. From the Type list, select a metadata type. Additional fields available on the Create
metadata screen depend on the type selected here. Metadata types include:
• Preview — A preview of the content.
• Preview URL — An external URL leading to a content preview.
• Text description — An additional description of the topic.
• Author — author information
• Copyright — copyright information
• Content Id — The content identifier for the last content system.
2. From the Language list, select the preferred language for the metadata.
3. Provide other information as required by the metadata type selected. Click Submit when
finished.
Editing Metadata
1. From the MetaData tab on the Edit topic screen, click Edit next to the metadata to
modify.
3 The Edit meta data screen displays.
NOTE: The fields available for modification depend on the type of metadata you are
editing.
Deleting Metadata
1. From the MetaData tab on the Edit topic screen, check the box next to each metadata
to delete. Check the box at the top of the column to quickly select all metadata.
NOTE: You can also delete edited metadata by clicking Delete meta data on the Edit
meta data screen.
Deleting a Topic
To delete a topic:
1. From the Topics screen, check the boxes next to the topics to delete. Check the box at
the top of the column to quickly select all topics.
NOTE: You can also delete an edited topic by clicking Delete topic on the Edit topic
screen.
NOTE: Rights on topics are granted per content system. Only those back-office children
groups of groups on which you have rights are listed. You may grant only those
rights you already have on topics.
1. From the Topics screen (Figure 9.50 on page 369), click Administration rights.
3 The Administration rights screen displays (Figure 9.56 on page 378).
2. From the Content system list, select a content system from which to display associated
rights. Only services on which you have rights are listed.
3. Check the box next to each right to grant. For a description of these rights, see “Content
Topic Rights” on page 18.
4. From the Groups list, select the groups to associate with selected rights. Press and hold
Ctrl to select multiple groups.
To remove topic access from a group, click the next to each granted right to remove.
Publishing Topics
To publish a topic is to associate them to bundles and offers in order for associated content to
be downloaded by end-users.
To publish topics:
1. From the Topics screen (Figure 9.50 on page 369), select the topics to publish, then click
Publish.
3 The Publish Topics screen displays.
2. From the Type list, select the type of publication: New offer (topics will be associated
with a new offer and a new bundle) or Existing offer (topics will be associated with a
new bundle in an existing offer).
NOTE: If errors occurred during the publication process, they are reported on the
Published topics screen. If no errors occurred, this line item is equal to
None.
Content systems are repositories from which Content Manager retrieves content and
metadata, using them to generate deliverable content. By default, two content systems are
automatically created:
• Local ContentSystem By Bundle — the default content system for all “by content
id” topics
• Local ContentSystem By Category — the default content system for all “by
category” topics
The Content systems screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Content systems screen, you can perform the
following tasks:
• From the Name column, click a content system to edit. For more information, see
“Editing a Content System” on page 384.
• Click New content system to create a new content system. For more information,
see “Creating a New Content System” on page 382.
• Click Delete content systems to remove all selected content systems. For more
information, see “Deleting a Content System” on page 385.
The Filters screen allows you to set search criteria that returns a list of content systems
specific to that criteria.
1. From the Content systems screen (Figure 9.58 on page 381), click Edit filters.
3 The Content systems > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Content system screen (Figure 9.58 on page 381), click New content
system.
3 The New content system screen displays (Figure 9.60 on page 383).
NOTE: The New content system function is also available when searching for or editing a
content system. For more information, see “Searching Content Systems” on
page 382 and “Editing a Content System” on page 384.
2. From the Type list, select the type of content system. Custom content systems can be
added.
4. In the Description field, enter a short description of the content system (optional).
5. From the “Content” backoffice service name list, select the back-office service to be
associated with the system. This service must be registered with the Content Manager
platform.
6. If the Enable topic synchronization option is checked, items on the content system
and “by bundleid” topics are synchronized.
7. If the Enable capabilities synchronization for topics “by content id” option is
checked, content capabilities (a list of compatible devices for each content) is
synchronized with “by bundleid” topic capabilities.
8. Click Submit.
3 The content system is created and the Content systems screen (Figure 9.58 on
page 381) displays.
1. From the Content systems screen (Figure 9.58 on page 381), click the name of a
content system to modify.
3 The Edit content system screen displays.
2. Make changes to the content system as necessary. For information about content system
details, see “Creating a New Content System” on page 382.
1. From the Content systems screen (Figure 9.58 on page 381), select the content
systems to remove, and click Delete content system.
3 A confirmation message “Are you sure you want to delete the selected content
systems?” displays.
This chapter describes the Device, System management and Tracking portions of the
Delivery menu, which allow you to manage all elements necessary for configuring the
delivery system. For additional information about the Catalog and Content portions of the
Delivery menu, see “Delivery Management” on page 299.
Cache Management
The Device portion of the Delivery menu allows you to manage authorized devices and their
profiles by service.
The Brand tab allows you to specify the device brands for which to manage cache.
1. From the Service list, select a service from which to view brands.
3. Check the boxes next to each brand to include in cache. Uncheck the boxes next to each
brand to exclude. Click Select all to select all brands, or Unselect all to deselect all
brands.
The Model tab on the Cache management screen allows you to manage device model
cache.
1. From the Service list, select a service from which to view device models.
2. To narrow your search further, from the Select brands list, select one or more brands
from which to view device models.
4. Check the boxes next to each model to include in cache. Uncheck the boxes next to each
model to exclude. Click Select all to select all models, or Unselect all to deselect all
models.
The Device profile tab on the Cache management screen allows you to manage device
profile cache.
1. From the Service list, select a service from which to view device profiles.
4. Check the boxes next to each profile to include in cache. Uncheck the boxes next to each
profile to exclude. Click Select all to select all profiles, or Unselect all to deselect all
profiles.
The Device profile capability tab on the Cache management screen allows you to
manage device profile capabilities cache.
1. From the Service list, select a service from which to view profile capabilities.
4. Check the boxes next to each capability to include in cache. Uncheck the boxes next to
each capability to exclude. Click Select all to select all capabilities, or Unselect all to
deselect all capabilities.
Messaging credentials are login and password information used by Content Manager to
submit messages on a messaging system. Messaging credentials are associated to different
account services. For more information about account services, see “Managing Services” on
page 61.
Viewing Credentials
The Messaging screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Messaging screen, you can perform the following
tasks:
• From the End-user service column, click a service for which to edit credentials. For
more information, see “Editing Credentials” on page 394.
• Click New credentials to create new credentials for a service. For more information,
see “Creating New Credentials” on page 393.
• Click Delete credentials to remove all selected credentials. For more information, see
“Deleting Credentials” on page 394.
Searching Credentials
The Filters screen allows you to set search criteria that returns a list of services with
credentials specific to that criteria.
1. From the Messaging screen (Figure 10.5 on page 392), click Edit filters.
3 The Messaging > Filters screen displays (Figure 10.6 on page 393).
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: The New credentials function is also available when searching for and editing
credentials. For more information, see “Searching Credentials” on page 392 and
“Editing Credentials” on page 394.
2. From the End-user service list, select the service for which to create credentials.
3. In the Login field, enter the login name used to access the external messaging system.
4. In the Password field, enter the password for the login used to access the external
messaging system.
6. Click Submit.
3 The Edit credentials screen displays, allowing you to modify the new credentials. For
more information about editing credentials, see “Editing Credentials” on page 394.
Editing Credentials
To edit credentials:
1. From the Messaging credentials screen (Figure 10.5 on page 392), click the name of a
service for which to modify credentials.
3 The Edit credentials screen displays.
Deleting Credentials
CAUTION: If you delete credentials, Content Manager may no longer be able to send or
deliver messages.
1. From the Messaging credentials screen (Figure 10.5 on page 392), check the box next
to one or more services that have the credentials to remove. Check the box at the top of
the column to quickly select all credentials.
NOTE: You can also delete edited credentials by clicking Delete credentials on the Edit
credentials screen.
Message patterns are modules that enable the generation of downloadable elements from
contents.
1. From the Delivery menu, select System management > Message patterns.
3 The Message patterns screen displays.
The Message patterns screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Message Patterns screen, you can perform the
following tasks:
• From the Name column, click a message pattern to edit. For more information, see
“Editing a Message Pattern” on page 399.
• Click New message pattern to create a new pattern. For more information, see
“Creating a New Message Pattern” on page 396.
• Click Delete message patterns to remove all selected patterns. For more
information, see “Deleting a Message Pattern” on page 403.
The Filters screen allows you to set search criteria that returns a list of message patterns
specific to that criteria.
1. From the Message patterns screen (Figure 10.9 on page 395), click Edit filters.
3 The Message patterns > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
2. From the Message pattern type list, select a type of message pattern to create. The
following table describes the types of message patterns available:
NOTE: Most patterns allow you to modify only the name of the pattern. Those patterns
marked with an asterisk (*) allow for total customization.
3. In the Name field, change the pattern name as necessary. The following table describes
the additional information available to customize on the Rich text SMS, SMS Message,
MMS, and EMAIL patterns:
NOTE: If you enter a script, it is applied to ALL content generated by the pattern. If you
want a script to apply only to one content, specify the script when editing content.
For more information, see “Editing Content” on page 140.
4. Click Submit.
3 The pattern is created, and the Edit message pattern screen displays (Figure 10.12
on page 400). For more information about editing a message pattern, see “Editing a
Message Pattern” on page 399.
1. From the Message patterns screen (Figure 10.9 on page 395), click the name of a
message pattern to modify.
3 The Details tab on the Edit message pattern screen displays (Figure 10.12 on
page 400).
NOTE: The Details tab on the Edit message pattern screen also displays
immediately after a new pattern is created. For information about creating a
message pattern, see “Creating a New Message Pattern” on page 396.
The Edit message pattern screen allows you to perform the following tasks:
• Click New message pattern to create a new pattern. For more information, see
“Creating a New Message Pattern” on page 396.
• Click Delete message pattern to delete the edited pattern. For more information,
see “Deleting a Message Pattern” on page 403.
• Click the Details tab to modify general information about the pattern. For more
information, see “Using the Details Tab” on page 400.
• Click the Data patterns tab to modify data patterns associated with the edited
message pattern. For more information, see “Using the Data Patterns Tab” on
page 400.
The Details tab on the Edit message pattern screen (Figure 10.12) allows you to modify
the general information determined when the pattern was created.
NOTE: With a few exceptions, most message patterns allow you to customize only the
pattern name. For detailed information about the information available for each
message pattern, see “Creating a New Message Pattern” on page 396.
The Data patterns tab on the Edit message pattern screen (Figure 10.13 on page 401)
allows you manage a message’s data patterns. Data patterns define how the different
elements of a content are combined to form a downloadable content.
1. From the Content system list, select a content system for the data pattern.
2. From the Content template list, select a content template for the data pattern.
3. From the Data pattern type list, select a data pattern type for the data pattern.
1. If there are data patterns associated with the message pattern, they are listed on the
right side of the Data patterns tab (Figure 10.13). Click the name of the content
template used in the existing data pattern to modify.
3 The Edit data pattern screen displays.
NOTE: The Edit data pattern screen also displays immediately after a data pattern is
created. The information on the Edit data pattern screen is view-only.
1. From the Data patterns tab on the Edit message pattern screen (Figure 10.13 on
page 401), check the box next to one or more data patterns to remove. Check the box at
the top of the column to quickly select all data patterns.
NOTE: You can also delete an edited data pattern by clicking Delete data pattern on the
Edit data pattern screen.
1. From the Message patterns screen (Figure 10.9 on page 395), check the box next to
one or more message patterns to remove. Check the box at the top of the column to
quickly select all message patterns.
NOTE: You can also delete an edited message pattern by clicking Delete message
pattern on the Edit message pattern screen.
1. From the Delivery menu, select System management > Session sequences.
3 The Session sequences screen displays.
The Session sequences screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Session sequences screen, you can perform
the following tasks:
• From the Name column, click a session sequence to edit. For more information, see
“Editing a Session Sequence” on page 406.
• Click New session sequence to create a new sequence. For more information, see
“Creating a New Session Sequence” on page 404.
• Click Delete session sequences to remove all selected sequences. For more
information, see “Deleting a Session Sequence” on page 406.
The Filters screen allows you to set search criteria that returns a list of session sequences
specific to that criteria.
1. From the Session sequences screen (Figure 10.15 on page 403), click Edit filters.
3 The Session sequences > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
2. From the Type list, select a session sequence type. Sequence types available include:
• Workflow based — topics are processed as defined in the selected workflow.
• Schedule topics — the system processes the first X number of topics inside the
bundle, then waits for a specified period of time before processing the next X number
of topics.
• Simple — all topics associated to the bundle are processed simultaneously.
4. If the session sequence type is Workflow based, select a workflow from the Workflow
drop-down list. Workflow types available include:
• Workflow Simple Interface MO: A workflow defined automatically to enable direct
content download using a single MO message.
• SubscriptionWorkflow: A workflow that automatically subscribes a user to a certain
bundle.
• UnsubscriptionWorkflow: A workflow that automatically unsubscribes a user from a
certain bundle.
5. If the session sequence type is Schedule topics, specify the following information:
• how long (in milliseconds) the system should wait between processes
• the number of topics to be processed simultaneously
6. If the session sequence type is Simple, check or uncheck the Requires acknowledge
box to indicate whether or not the system should wait for a receipt from the previous
topic before moving on to the next topic.
8. Click Submit.
3 The Session sequences screen displays (Figure 10.15 on page 403).
1. From the Session sequences screen, click the name of the sequence to modify.
3 The Edit session sequence screen displays.
NOTE: The information available for modifying depends on the sequence type selected
when the sequence was created. For information about sequence types, see
“Creating a New Session Sequence” on page 404.
1. From the Session sequences screen (Figure 10.15 on page 403), check the box next to
one or more sequences to delete. Check the box at the top of the column to quickly select
all sequences.
NOTE: You can also delete an edited session sequence by clicking Delete sequence on
the Edit session sequence screen. For more information about editing a session
sequence, see “Editing a Session Sequence” on page 406.
• SMS topic: Reference to the topic and related content (SMS System Message
only) used to create the SMS message. The content and topic must be created
before the sequence.
NOTE: The SMS System Message must contain “$url” in order for the URL of
the content to be sent in the SMS message.
• SMS pattern: Reference to the SMS message pattern used to send the WAP
content.
• Time after SMS: The amount of time (in minutes) a user has to download the
content before a time out error occurs.
• Max number of retries: The maximum number of allowed download retries.
For example, the download may be available three times, but the fourth time
it’s downloaded, the content is not sent.
• Require content: If enabled, an error occurs if no content is found. This
parameter must be checked if receiving content is required.
Managing Workflows
Workflows are modules that describe how the system should behave when certain events are
triggered. Each workflow is made up of states and actions, which in turn are linked by
conditions and rules for both incoming and outgoing processes. For more information about
states and actions, see “Using the State/Actions Tab” on page 411.
Viewing Workflows
The Workflows screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Workflows screen, you can perform the following
tasks:
• From the Name column, click a workflow to edit. For more information, see “Editing a
Workflow” on page 410.
• Click New workflow to create a new workflow. For more information, see “Creating a
New Workflow” on page 409.
• Click Delete workflows to remove all selected workflows. For more information, see
“Deleting a Workflow” on page 423.
Searching Workflows
The Filters screen allows you to set search criteria that returns a list of workflows specific to
that criteria.
1. From the Workflows screen (Figure 10.18 on page 408), click Edit filters.
3 The Workflows > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
4. Click Submit.
3 The workflow is created, and the Workflows screen (Figure 10.18 on page 408)
displays.
Editing a Workflow
To edit a workflow:
1. From the Workflows screen, click the name of the workflow to modify.
3 The Details tab on the Edit workflow screen displays.
The Edit workflow screen allows you to perform the following tasks:
• Click New workflow to create a new workflow. For more information, see “Creating a
New Workflow” on page 409.
• Click Delete workflow to delete the edited workflow. For more information, see
“Deleting a Workflow” on page 423.
• Click the Details tab to modify the name and description of the workflow. For more
information, see “Using the Details Tab” on page 411.
• Click the States/Actions tab to modify states and actions associated with the edited
workflow. For more information, see “Using the State/Actions Tab” on page 411.
• Click the Conditions tab to modify the conditions associated to the edited workflow.
For more information, see “Using the Conditions Tab” on page 419.
The Details tab on the Edit workflow screen allows you to change the name and
description of the selected workflow. Click Submit to save any changes.
The State/Actions tab on the Edit workflow screen (Figure 10.22 on page 412) allows you
to manage the states and actions associated with the selected workflow.
If there are no states or actions for the workflow, you can create them by clicking New state
or New action. For more information, see “Creating a State” on page 413 and “Creating an
Action” on page 416.
If there are states and actions currently associated with the workflow, the States/Actions
tab displays them in a table.
The table of existing states and actions allows you to perform the following tasks:
• Select an item or items using the check box located in the first column on the left.
Click the box at the top of the column to quickly select all items in the list.
• From the Name column, click the name of a state to modify the state. For more
information, see “Editing a State” on page 414.
• From the Incoming conditions and rules column, click an item to modify. For more
information, see “Editing a Condition” on page 421.
• From the State outputs and outgoing conditions column, click an item to modify.
For more information, see “Editing a Condition” on page 421.
• From the Action outputs and outgoing conditions column, click an item to modify.
For more information, see “Editing a Condition” on page 421.
• Click New workflow to create a new workflow. For more information, see “Creating a
New Workflow” on page 409.
• Click Delete workflow to delete the edited workflow. For more information, see
“Deleting a Workflow” on page 423.
• Click New state to create a new state for the workflow, For more information, see
“Creating a State” on page 413.
• Click Delete states to remove all selected states from the workflow. For more
information, see “Deleting States” on page 415.
• Click New action to create a new action for the workflow. For more information, see
“Creating an Action” on page 416.
• Click Delete actions to remove all selected actions. For more information, see
“Deleting Actions” on page 418.
Creating a State
3. From the State status list, select a status for the state. Status options include:
• Initial — the beginning point in the workflow
• Intermediary — the in-process point in the workflow
• Final — the end point in the workflow
4. From the Session status list, select a status for the session. Status options include:
• Pending — the session has not yet started
• Processing wait — the session is currently being processed, but is waiting for the
next operation
NOTE: If you select Processing wait as the session status, enter the amount of
time in seconds to wait between operations.
5. Click Submit.
3 The States/Actions tab displays the list of created states for the workflow.
Editing a State
To modify a state:
1. From the States/Actions tab (Figure 10.22 on page 412), click the name of the state to
edit.
3 The Edit state screen displays.
2. From the Edit state screen, you can perform the following tasks:
• Change the name of the state, click Submit, and return to the States/Actions tab.
• Modify the output associated with the state (if present). To modify selected output for
the state, click the output name.
3 The Edit output screen displays (Figure 10.25 on page 415).
To return to the Edit state screen, click the state name or > Edit state.
2. Click Submit.
3. Click > Edit workflow to return to the Edit workflow screen (Figure 10.21 on
page 410).
Deleting States
To delete a state:
1. From the States/Actions tab, check the box next to one or more states to delete. Check
the box at the top of the column to quickly select all states.
NOTE: You can also delete an edited state by clicking Delete state on the Edit state
screen.
Creating an Action
3. From the Type list, select an action type. Action types include:
• Multishot Parsing Model MO: uses keywords not shown to end-users (SMS should
contain the Model keyword)
• Subscription Parsing MO: subscribe or unsubscribe a user
• Send topic: deliver a topic
• Get account subscription: retrieve an end-user account and its subscription
• Send bundle: deliver a bundle
• Multishot Parsing Bundle MO: uses keywords not shown to end-users (SMS should
contain the Bundle keyword)
• Get account: retrieve an end-user account
• Child session creation: create a new child delivery session
• Subscribe user: subscribe an end-user to a bundle
• Unsubscribe user: unsubscribe an end-user from a bundle
• Parsing MO: parse an SMS MO to retrieve specific keywords
4. Click Submit.
3 The States/Actions tab displays the list of created actions for the workflow.
Editing an Action
To modify an action:
1. From the States/Actions tab (Figure 10.22 on page 412), click the name of the action
to edit.
3 The Edit action screen displays.
2. From the Edit action screen, you can perform the following tasks:
• Change the name of the action and the other information required for the selected
action type, then click Submit to save any changes.
• Modify the output associated with the action (if present). To modify selected output for
the action, click the output name.
3 The Edit output screen displays (Figure 10.28 on page 418).
3. Click Submit.
4. Click > Edit workflow to return to the Edit workflow screen (Figure 10.21 on
page 410).
Deleting Actions
CAUTION: Deleting an action may cause the parent workflow to become inactive.
To delete actions:
1. From the States/Actions tab, check the box next to one or more existing actions to
delete. Check the box at the top of the column to quickly select all actions.
The Conditions tab on the Edit workflow screen allows you to manage the conditions
associated with the selected workflow.
If there are no conditions for the workflow, you can create them by clicking New condition.
For more information, see “Creating a State” on page 413.
If there are conditions currently associated with the workflow, the Conditions tab displays
them in a table.
The table of existing conditions allows you to perform the following tasks:
• Select an item or items using the check boxes located in the first column on the left.
Click the box at the top of the column to quickly select all items in the list.
• From the Name column, click the name of a condition to modify. For more
information, see “Editing a Condition” on page 421.
• From the Origins (states or actions/outputs) column, click an item to modify. For
more information, see “Editing a State” on page 414 and “Editing an Action” on
page 417.
• From the Rules and destinations column, click an item to modify. For more
information, see “Editing a Condition” on page 421.
• Click New workflow to create a new workflow. For more information, see “Creating a
New Workflow” on page 409.
• Click Delete workflow to delete the edited workflow. For more information, see
“Deleting a Workflow” on page 423.
• Click New condition to create a new condition for the workflow, For more
information, see “Creating a Condition” on page 420.
• Click Delete condition to remove all selected conditions from the workflow. For more
information, see “Deleting Conditions” on page 423.
Creating a Condition
3. From the Type list, select a condition type. Condition type options include:
• Code OK — indicates that user input is correct and valid
• Always true — indicates a pass-through condition where no validation is required.
4. From the Origins list, select one or more condition origins. Press and hold Ctrl to select
multiple origins.
5. Click Submit.
3 The Conditions tab displays the newly created condition in a list of conditions for the
workflow.
Editing a Condition
To modify a condition:
1. From the Conditions tab (Figure 10.29 on page 419), click the name of the condition to
edit.
3 The Edit condition screen displays.
Creating Condition Rules. To create a new rule for the condition, from the Edit condition
screen, click New condition rule.
3 The Create condition rule screen displays (Figure 10.32 on page 422).
3. From the Destination list, select the destination of the condition rule.
4. Click Submit.
Editing Condition Rules. To edit an existing condition rule, from the Edit condition screen
(Figure 10.31 on page 421), click the name of the rule in the list to modify.
3 The Edit condition rule screen displays.
Make changes to the condition rule as necessary, then click Submit to save any changes.
Deleting Condition Rules. From the Edit condition rule screen, click Remove next to
each rule to delete.
CAUTION: Deleting condition rules may cause the parent workflow to become inactive.
3 A confirmation message “Are you sure you want to delete selected condition rules?”
displays.
Deleting Conditions
To delete a condition:
1. From the Conditions tab on the Edit workflow screen (Figure 10.29 on page 419),
check the box next to one or more conditions to delete. Check the box at the top of the
column to quickly select all conditions.
NOTE: You can also delete an edited condition by clicking Delete condition on the Edit
condition screen. For more information about editing conditions, see “Editing a
Condition” on page 421.
Deleting a Workflow
NOTE: When a workflow is deleted, any states, actions, and conditions associated with the
workflow are also deleted.
To delete a workflow:
1. From the Workflows screen (Figure 10.18 on page 408), check the box next to one or
more workflows to delete. Check the box at the top of the column to quickly select all
workflows.
NOTE: You can also delete an edited workflow by clicking Delete workflow on the Edit
workflow screen. For more information about editing a workflow, see “Editing a
Workflow” on page 410.
System administration rights allow back-office group access to system items (credentials,
message patterns, session sequences, and so on).
1. From the Delivery menu, select System Management > Administration rights.
3 The Administration rights screen displays.
1. Check the box next to each right to grant. For a description of these rights, see “System
Administration Rights” on page 19.
2. Select the groups from the Groups list to which to grant rights. Press and hold Ctrl to
select multiple groups.
NOTE: Only those back-office children groups of groups to which you have rights
are listed. You may grant only rights that are already assigned to you for
sessions and processes.
A bulk process is a content delivery process that is directed toward several recipients. The
Tracking portion of the Delivery menu allows you to manage elements of a bulk process.
The Bulk processes screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Bulk processes screen, you can perform the
following tasks:
• From the Id column, click a bulk process ID for which to view details. For more
information, see “Accessing a Bulk Content Process” on page 426.
• Click Purge bulk processes to remove all past bulk process reports. For more
information, see “Deleting Bulk Content Process Reports” on page 439.
The Filters screen allows you to set search criteria that returns a list of processes specific to
that criteria.
1. From the Bulk processes screen (Figure 10.35 on page 425), click Edit filters.
3 The Bulk processes > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
To access a process:
1. From Id column on the Bulk process screen, click the process ID to access.
3 The Display bulk information screen displays (Figure 10.37 on page 427).
The Display bulk information screen allows you to perform the following tasks:
• Click Restart process to run the open process.
• Click Pause process to temporarily pause the process.
• Click Stop process to halt the process operations.
• Click the Timeslots tab to view the process timeslots.
Managing Sessions
Sessions are unique delivery operations between one bundle and one user. Sessions are
executed when a trigger is activated in a bundle. A process is made up of several sessions.
The Delivery menu allows you to directly manage all authorized session reports.
The Sessions screen includes two tabs that allow you several ways to search sessions:
• Search by address — Lists sessions by addresses or IDs you provide.
• Done sessions with error — List completed sessions in which errors occurred. The
Filters screen allows you to set search criteria that returns a list of sessions specific to
that criteria. From the Done sessions with error tab, click Edit filters.
3 The Done sessions with error tab displays filter criteria (Figure 10.39 on
page 429).
• Enter the criteria on which to search. The amount of information you add to the
filter determines how specific you want to be in your search. For more information
about using filters, see “Using the Filters Screen” on page 8.
If sessions matching your criteria are found for any type of search, the Sessions screen
displays the following information:
• Id — The ID of the bulk operation. Click an item in the Id column to edit. For more
information, see “Editing Session Details” on page 430.
• Delivery bundle — The bundle used for the bulk operation.
• Bulk process (Done sessions with error tab only)— The name of the bulk process.
• Status (Search by address tab only) — The session status: Pending, Processing,
Processing Wait, Sleep, Done, Processing child session.
• Error — The following errors may display:
• None — No error occurred during processing.
• Unexpected — An unexpected and unclassifiable error has occurred during
processing.
• Timeout — Session processing has failed because the time to live expired.
• Interrupted — Session processing has been interrupted by an external actor.
• Formatting — Session processing has failed because of a content formatting error.
• Protocol — An error occurred during protocol session processing.
• Session sequence — An error occured during session sequence processing.
• Billing sequence — An error occurred during billing sequence processing.
In addition, the Sessions screen provides the same basic functionality as other list screens
in Content Manager. For information about basic functions available, see “Viewing and
Working With Lists” on page 6. In addition, from the Sessions screen, you can perform the
following tasks:
• From the Id column, click a session for which to access details. For more information,
see “Editing Session Details” on page 430.
• Click New session to create a new session. For more information, see “Creating a
New Session Sequence” on page 404.
• Click Purge sessions to remove all past sessions. For more information, see “Purging
Sessions” on page 432.
• Click Retry session(s) to retry sessions selected from the list.
1. From the Sessions screen (Figure 10.38 on page 428), click the session ID for the
session to modify.
3 The Display session information screen displays.
The Display session information screen allows you to perform the following tasks:
• Click Restart session to re-deliver the associated bundles.
• Click Stop session to stop bundle delivery.
• Click Refresh session to update viewed details.
• From the Bundle id session item, click the bundle to edit. For more information, see
“Editing a Bundle Template” on page 318.
• Error — The type of error that may have occurred during the session. The following
table describes each possible error message:
Error Description
None no session error
Unexpected an unknown error occurred
Timeout the session encountered a time out
Interrupted the session was interrupted during processing
Formatting an error occurred during a formatting operation
Protocol a communication error was detected
Session sequence an error occurred related to the session sequence
Billing Sequence an error occurred related to the billing sequence
• Target address type — The type of device associated with the session (Mobile,
Email, or Phone).
• Target address — The address and associated ID of the recipient’s device.
Purging Sessions
1. From the Sessions screen (Figure 10.38 on page 428), click Purge sessions.
3 A confirmation message “Please confirm you want to launch the sessions purge.”
displays.
You can view a list of retry session reports directly through the Delivery menu.
The Retry sessions screen provides the same basic functionality as other list screens in
Content Manager. For information about basic functions available, see “Viewing and Working
With Lists” on page 6. In addition, from the Retry sessions screen, you can perform the
following tasks:
• From the Id column, click a session for details. For more information, see “Accessing a
Bulk Content Process” on page 426.
• Click Bulk Process on the right side of the screen to create a bulk process to retry
sessions. For more information, see “Creating a Retry Sessions Bulk Process” on
page 434.
• Click Purge bulk processes to remove all past session reports. For more information,
see “Purging Sessions” on page 432.
The Filters screen allows you to set search criteria that returns a list of retry session reports
specific to that criteria.
1. From the Retry sessions screen (Figure 10.42 on page 436), click Edit filters.
3 The Retry sessions > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
In addition to viewing session details, the Display session information screen allows you
to perform the following tasks:
• Click Stop process to stop the current process.
• Click the Timeslots tab to view authorized timeslots for the process. From the
Timeslots tab, you can also restart, pause, and stop the process.
1. From right side of the Retry sessions screen, click Bulk Process next to the session for
which to create the process.
3 The Process details tab on the Create bulk process screen displays
2. In the Name field, enter a name for the process.
4. From the Priority list, select the priority level of the process.
5. In the Time to start field, enter the date and time at which the process begins (format is
YYYY-MM-DD HH:MM:SS).
7. Click Next.
3 The Bulk action tab on the Create bulk process screen displays.
8. From the Action type list, select the method by which to gather session error
information.
13. The Timeslots tab allows you to define the time frame (or hours authorized) in which the
new process should be launched. Options include:
• Day of the week — check the box that follows one or more days of the week on
which to run the process.
• Authorized start time — select the time of day at which to start the process. The
format is hh:mm in one 24 hour period, and a “00” hour = 12:00 AM.
• Authorized end time — select the time of day at which to end the process. The
format is hh:mm in one 24 hour period, and a “00” hour = 12:00 AM.
NOTE: Timeslots can be added as necessary. To delete a timeslot, click the next
to each timeslot to remove.
16. Review the information displayed. Click Submit at the bottom of the screen to create the
process. If you need to make changes before the process is created, click the tab on
which to make changes. When you are finished making changes, return to the
Confirmation tab, review again, then click Submit.
1. From the Retry sessions screen (Figure 10.40 on page 430), select one or more retry
sessions to purge, then click Purge bulk processes.
3 A confirmation message “Please confirm you want to launch the bulk processes
purge.” displays.
Managing Purges
You can view a list of purged reports directly through the Delivery menu.
Viewing Purges
The Purges screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Purges screen, you can perform the following tasks:
• From the Id column, click a process for details. For more information, see “Accessing a
Bulk Content Process” on page 426.
• Click Purge bulk processes to remove all past session reports. For more information,
see “Purging Sessions” on page 432.
The Filters screen allows you to set search criteria that returns a list of purged session
reports specific to that criteria.
1. From the Purges screen (Figure 10.42 on page 436), click Edit filters.
3 The Purges > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Purges screen (Figure 10.42 on page 436), click the ID of a process to view.
3 The Details tab on the Display purge process information screen displays
(Figure 10.44 on page 438).
Click the Timeslots tab to view authorized timeslots for the process.
The Display purge process information screen displays the following information:
• Id — The internal purge operation ID.
• Status — The status of the purge operation. The following table describes each status
option:
Status Description
Pending The session has not yet started.
Processing The session is currently being processed.
Processing wait The session is currently being processed, but is waiting for the next operation.
Done The session is finished.
Processing child session The main session is finished, and a related session is being processed.
1. From the Purges screen (Figure 10.42 on page 436), click Purge bulk processes.
3 A confirmation message “Please confirm you want to launch the bulk processes
purge.” displays.
NOTE: Individual session and process rights are granted per end-user service, and are
applied to bulk operations.
1. Check the box next to each right to grant. For a description of these rights, see “Tracking
Rights” on page 19.
2. Select the groups from the Groups list to which to grant rights. Press and hold Ctrl to
select multiple groups.
NOTE: Only those back-office children groups of groups to which you have rights are
listed. You may only grant rights that are already granted to you for sessions and
processes.
To revoke group rights, click the next to each granted right to remove.
The Statistics menu provides access to statistics produced by the Content Manager
platform.
1. From the Statistics menu, select Statistics definitions > Statistics processes.
3 The Statistics processes > Filters screen displays.
2. Click Show table to view a list of all running processes. For more information about the
Filters screen, see “Searching Statistic Processes” on page 442.
3 The Statistics processes screen displays.
The Statistics processes screen provides the same basic functionality as other list screens
in Content Manager. For information about basic functions available, see “Viewing and
Working With Lists” on page 6. You can also view further details about a process by clicking
on a process ID from the Id column. For more information, see “Viewing Process Details” on
page 443.
The Filters screen allows you to set search criteria that returns a list of statistics processes
specific to that criteria.
1. From the Statistics processes screen (Figure 11.1 on page 442), click Edit filters.
3 The Statistics processes > Filters screen displays (Figure 11.2 on page 443).
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Statistics processes screen (Figure 11.1), click a process ID from the Id
column.
3 The Details tab on the Edit statistics process screen displays.
From the Edit statistics process screen, you can perform the following tasks:
• Click the Details tab (Figure 11.3) to view general process information, such as
process name, creation and execution times, and any applied process schedule.
• Click the Statistics tables tab to view statistics information. For more information,
see “Using the Statistics Tables Tab” on page 444.
• Click the Pre tasks tab to view tasks required prior to running the process. For more
information, see “Using the Pre Tasks Tab” on page 446.
• Click the Post tasks tab to view tasks required after the process is finished. For more
information, see “Using the Post Tasks Tab” on page 446.
The Statistics table tab on the Edit statistics process screen allows you to view statistics
regarding the selected process.
Figure 11.5: Edit statistics process > Edit statistics tables Screen — Details Tab
To view further details about the specified Statistics target handler, click the target
handler name.
The Statistics table tab on the Edit statistics table screen allows you to view detailed
information about specific sets of statistics.
Figure 11.6: Edit statistics process > Edit statistics tables Screen — Statistics table Tab
Using the Edit Statistics Table Screen. There are four tabs available on the Edit
statistics table screen:
• Details — Click to view general information about the about the selected statistics
table.
• Statistics results — Click to view a list of result reports. To view further details about
a result report, click an ID number from the Id column.
3 The Edit statistic result screen displays.
• Group by
• Operation
The Pre tasks tab on the Edit statistics process screen allows you to review any tasks
scheduled to complete prior to running the process.
To review a task:
The Post tasks tab on the Edit statistics process screen allows you to review any tasks
scheduled to complete after a process has run.
To review a task:
Statistics Tracking
From the Statistics menu, you can track statistics compilation information, such as the
current status or execution date on currently running processes.
1. From the Statistics menu, select Statistics tracking > Statistics compilation.
3 The Statistics compilation > Filters screen displays.
2. Click Show table to view a list of processes with a status of Processing. For information
about the Filters screen, see “Searching Statistic Processes” on page 442.
3 The Statistics compilation screen displays.
The Statistics compilation screen provides the same basic functionality as other list
screens in Content Manager. For information about basic functions available, see “Viewing
and Working With Lists” on page 6. In addition, from the Statistics compilation screen, you
can perform the following tasks:
• From the Id column, click a compilation to view. For more information, see “Viewing
Statistic Compilation Details” on page 448.
• From the Statistics process column, click a process to review. For more information,
see “Viewing Process Details” on page 443.
The Filters screen allows you to set search criteria that returns a list of statistics
compilations specific to that criteria.
1. From the Statistics compilation screen (Figure 11.9 on page 447), click Edit filters.
3 The Statistics compilation > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
1. From the Statistics compilation screen (Figure 11.9 on page 447), click a compilation
from the Id column.
3 The Details tab on the Edit statistics compilation screen displays (Figure 11.11 on
page 449).
The Details tab on the Edit statistics compilation screen displays general information
about the compilation. Click the Statistics process name to view the statistics process. For
more information, see “Viewing Process Details” on page 443.
The Bulk processes tab on the Edit statistics compilation screen displays a list of bulk
processes in the compilation. Click a process ID from the Id column to view the bulk process.
3 The Edit bulk process screen displays (Figure 11.12 on page 450).
Figure 11.12: Edit statistics compilation > Edit bulk process Screen — Details Tab
Click the Timeslot tab on the Edit statistics compilation screen to view scheduled times
that the process is authorized to run.
Click the Generated results tab to review statistic information about the process. Click a
result ID from the Id column to view statistics results. Click a table name from the
Statistics table column to edit the table. For more information about editing the statistics
table, see “Using the Edit Statistics Table Screen” on page 446.
Device Statistics
There are two types of device statistics available for display through the Statistics menu:
Downloads per brand, and Downloads per model.
To select and display statistics on device brands used by end-users to download content:
1. From the Statistics menu, select Device Statistics > Downloads per brand.
3 The Downloads per brand screen displays.
2. From the Table list, select the method by which to view statistics sent: hourly, daily,
weekly, monthly, or annually.
3. From the Date lists, select a date that corresponds to the last day of the selected time
frame. The format is YYYY MM DD HH.
NOTE: Most of the time, statistics are compiled daily. If you want the most up to date
statistics, select yesterday’s date as the end of the time frame.
4. Click Submit.
3 The statistics information displays, listing the following information:
• Content type (for example, WAP logos, SMS, and so on)
• The number and percentage of content downloaded for each content type during
the period on a device attached to the device brand
• The number and percentage of the total downloads for each content type
To select and display statistics on device models used by end-users to download content:
1. From the Statistics menu, select Device Statistics > Downloads per model.
3 The Downloads per model screen displays.
2. From the Table list, select the method by which to view statistics: hourly, daily, weekly,
monthly, or annually.
3. From the Date lists, select a date that corresponds to the last day of the selected time
frame. The format is YYYY MM DD HH.
NOTE: Most of the time, statistics are compiled daily. If you want the most up to date
statistics, select yesterday’s date as the end of the time frame.
4. Click Submit.
3 The statistics information displays, listing the following information:
• The device model
• The number and percentage of content types downloaded during the period on
each device model
• The number and percentage of the total downloads for each device model
Content Statistics
There are three types of content statistics available for display through the Statistics menu:
Downloads per provider, Downloads per content, and Content per provider.
To select and display statistics on the amount of content downloaded per provider:
1. From the Statistics menu, select Content Statistics > Downloads per provider.
3 The Downloads per provider screen displays.
2. From the Table list, select the method by which to view statistics sent: hourly, daily,
weekly, monthly, or annually.
3. From the Date lists, select a date that corresponds to the last day of the selected time
frame. The format is YYYY MM DD HH.
NOTE: Most of the time, statistics are compiled daily. If you want the most up to date
statistics, select yesterday’s date as the end of the time frame.
4. Click Submit.
3 The statistics information displays, listing the following information:
• The content name and type
• The number and percentage of content types downloaded for each content
provider
• The number and percentage of the total downloads for each content provider
To select and display statistics on the amount of content downloaded by content type:
1. From the Statistics menu, select Content Statistics > Downloads per content.
3 The Downloads per content screen displays.
2. From the Table list, select the method by which to view statistics sent: hourly, daily,
weekly, monthly, or annually.
3. From the Date lists, select a date that corresponds to the last day of the selected time
frame. The format is YYYY MM DD HH.
NOTE: Most of the time, statistics are compiled daily. If you want the most up to date
statistics, select yesterday’s date as the end of the time frame.
4. Click Submit.
3 The statistics information displays, listing the following information:
• The content name
• The number and percentage of content types downloaded for each device brand
• The number and percentage of the total downloads for each content type
To select and display statistics on the amount of content created, updated, and deleted per
provider:
1. From the Statistics menu, select Content Statistics > Content Per Provider.
3 The Content per provider screen displays (Figure 11.17 on page 455).
2. From the Table list, select the method by which to view statistics sent: hourly, daily,
weekly, monthly, or annually.
3. From the Date lists, select a date that corresponds to the last day of the selected time
frame. The format is YYYY MM DD HH.
NOTE: Most of the time, statistics are compiled daily. If you want the most up to date
statistics, select yesterday’s date as the end of the time frame.
4. Click Submit.
3 The statistics information displays, listing the following information in three categories:
Content created by content provider, Content modified by content provider,
and Content deleted by content provider:
• The name of the content provider
• The number and percentage of content created, modified, and deleted by each
provider
• The number and percentage of total content created, modified, and deleted
Other Statistics
There are two types of other statistics available for display through the Statistics menu:
Downloads per offer, and Downloads per service.
1. From the Statistics menu, select Other Statistics > Downloads per offer.
3 The Downloads per offer screen displays (Figure 11.18 on page 456).
2. From the Table list, select the method by which to view statistics sent: hourly, daily,
weekly, monthly, or annually.
3. From the Date lists, select a date that corresponds to the last day of the selected time
frame. The format is YYYY MM DD HH.
NOTE: Most of the time, statistics are compiled daily. If you want the most up to date
statistics, select yesterday’s date as the end of the time frame.
4. Click Submit.
3 The statistics information displays, listing the following information:
• The type of offer
• The number and percentage of content requests per offer
• The number and percentage of total content requests
1. From the Statistics menu, select Other Statistics > Downloads per service.
3 The Downloads per service screen displays.
2. From the Table list, select the method by which to view statistics sent: hourly, daily,
weekly, monthly, or annually.
3. From the Date lists, select a date that corresponds to the last day of the selected time
frame. The format is YYYY MM DD HH.
NOTE: Most of the time, statistics are compiled daily. If you want the most up to date
statistics, select yesterday’s date as the end of the time frame.
4. Click Submit.
3 The statistics information displays, listing the following information:
• The service name
• The number and percentage of content requests per service
• The number and percentage of total content requests
The System menu allows you to manage basic system options, such as countries, operators,
phone prefixes, history file configuration, and global system rights.
Managing Countries
The Countries manager section of the System menu allows you to manage country codes
previously defined in Content Manager.
Viewing Countries
The Countries screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Countries screen, you can perform the following
tasks:
• From the Name column, click a country to edit. For more information about editing
countries, see “Editing a Country” on page 461.
• Click New country to add a new country. For more information, see “Adding a
Country” on page 461.
• Click Delete to remove all selected countries. For more information, see “Deleting a
Country” on page 462.
Searching Countries
The Filters screen allows you to set search criteria that returns a list of countries specific to
that criteria.
To edit filters:
1. From the Countries screen (Figure 12.1 on page 459), click Edit filters.
3 The Countries > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
Adding a Country
1. From the Countries screen (Figure 12.1 on page 459), click New country.
3 The New country screen displays.
NOTE: The New country function is also available when searching for or editing a
country. For more information, see “Editing a Country” on page 461.
3. In the Name field, enter a name for the country. This name displays for end-users.
5. In the Locale field, enter the locale to be used with the country.
6. Click Submit.
Editing a Country
To edit a country:
1. From the Name column on the Countries screen, click a country to edit.
3 The Edit country screen displays (Figure 12.8 on page 466).
Deleting a Country
To delete a country:
1. From the Countries screen, check the box next to one or more countries to delete. Check
the box at the top of the column to quickly select all countries.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected countries?” displays.
3. Click Ok to delete, or Cancel to void the deletion.
NOTE: You can also delete an edited country by clicking Delete on the Edit country
screen.
The Operators manager section of the System menu allows you to manage mobile
network operators on the CM system.
The Operators screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Operators screen, you can perform the following
tasks:
• From the Name column, click an operator to edit. For more information about editing
operators, see “Editing an Operator” on page 465.
• Click New operator to create a new operator. For more information, see “Creating a
New Operator” on page 465.
• Click Delete to remove all selected operators. For more information, see “Deleting an
Operator” on page 466.
Searching Operators
The Filters screen allows you to set search criteria that returns a list of operators specific to
that criteria.
To edit filters:
1. From the Operators screen (Figure 12.5 on page 463), click Edit filters.
3 The Operators > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
NOTE: Countries must be defined prior to creating an operator. For information about
adding countries, see “Adding a Country” on page 461.
3. From the Mcc list, select an existing Mobile Country Code for the operator.
4. In the Mnc field, enter the Mobile Network Code for the operator. This information is
required.
5. Click Submit.
Editing an Operator
To edit an operator:
1. From the Name column on the Operators screen (Figure 12.5 on page 463), click an
operator to edit.
3 The Edit operator screen displays (Figure 12.8 on page 466).
Deleting an Operator
To delete an operator:
1. From the Operators screen, check the box next to one or more operators to delete.
Check the box at the top of the column to quickly select all operators.
2. Click Delete.
3 A confirmation message “Are you sure you want to delete selected operators?”
displays.
NOTE: You can also delete an edited operator by clicking Delete on the Edit operator
screen.
The Phone prefix manager portion of the System menu allows you to manage phone
prefixes. Before you can create a service, you must define all possible Mobile Subscriber
Integrated Services Digital Network (MSISDN) formats, including: prefixes, minimum and
maximum lengths, and conversions to the standard phone format (international format).
For example, French mobile phone numbers start with “06” and are 10 digits long. Before
they can be used, these numbers must be converted to the international format, for
example, starting with “336”.
Viewing Prefixes
1. From the System menu, select Phone prefix manager > Prefixes.
3 The Prefixes > Filters screen displays.
2. Click Show prefixes to view the list of prefixes. For information about the Filters screen,
see “Searching Prefixes” on page 468.
3 The Prefixes screen displays.
The Prefixes screen provides the same basic functionality as other list screens in Content
Manager. For information about basic functions available, see “Viewing and Working With
Lists” on page 6. In addition, from the Prefixes screen, you can perform the following tasks:
• From the Prefix column, click a prefix to edit. For more information, see “Editing a
Prefix” on page 469.
• Click Create prefix to create a new prefix. For more information, see “Creating New
Prefixes” on page 469.
• Click Delete Prefix to remove all selected prefixes. For more information, see
“Deleting a Prefix” on page 470.
Searching Prefixes
The Filters screen allows you to set search criteria that returns a list of prefixes specific to
that criteria.
To edit filters:
1. From the Prefixes screen (Figure 12.9 on page 467), click Edit filters.
3 The Prefixes > Filters screen displays.
2. Enter the criteria on which to search. The amount of information you add to the filter
determines how specific you want to be in your search. For more information about using
filters, see “Using the Filters Screen” on page 8.
3. In the Replace field, enter the prefix used to replace the authorized prefix.
4. In the Length min field, enter the minimum length of the MSISDN that can be entered.
5. In the Length max field, enter the maximum length of the MSISDN that can be entered.
6. Click Submit.
Editing a Prefix
1. From the Prefix column on the Prefixes screen, click a prefix to edit.
3 The Edit prefix screen displays (Figure 12.12 on page 470).
Deleting a Prefix
To delete a prefix:
1. From the Prefixes screen, check the box next to one or more prefixes to delete. Check
the box at the top of the column to quickly select all prefixes.
NOTE: You can also delete an edited prefix by clicking Delete on the Edit prefix screen.
All tracking features (user history tracking, event tracking, and so on) are managed by a
single component. You can edit the configuration for this component through the System
menu.
The dispatch file is where history logs and information on how they are generated are stored
on the server.
NOTE: The information displayed on the History Configuration > Edit screen is view-
only. Contact your system administrator to make changes to the history file
configuration.
• History folder — The relative directory where history files are stored.
• Absolute History path — The directory path to where history files are stored
(calculated from the relative directory path).
• History root filename — The root filename for all history files.
• Dispatch options — Indicates whether history files are to be dispatched by owner,
and whether to close history files each day or every hour.
1. From the History Configuration > Edit screen, click the Purge configuration tab.
3 The Purge configuration tab displays.
Figure 12.14: History Configuration > Edit Screen — Purge configuration Tab
1. From the Purge configuration tab on the History Configuration > Edit screen, click
Purge now.
3 A confirmation message “Are you sure you want to launch the purge process? During
the purge, X files will be removed from the persistence system.” displays.
1. From the System menu, select History rights > Define global rights.
3 The Define global rights screen displays.
2. Check the box next to each right to grant. For a description of these rights, see “System
History Rights” on page 15.
NOTE: You may only grant history rights that are already granted to you.
3. Select the groups from the Groups list to which to assign rights. Press and hold Ctrl to
select multiple groups.
Account
A record of information about a Content Manager user. It includes credentials (login,
password, IP address), name, and other Content Manager-specific information, for example,
group membership. There are two types of accounts: End-user and Administrator.
Administrator accounts can be used by physical persons or by external systems. End-user
accounts are associated to mobile subscribers, identified by their IMSI, MSISDN or any other
unique ID.
Administrator
An Administrator has rights on the back-office and uses an Administrator account. In most
cases, this account is used by a physical person to access the Content Manager web back-
office to administrate Content Manager. An administrator account is attached to one or
several back-office groups.
Back-Office
See Administrator.
Bulk process
A bulk delivery of one or several bundles to several users. To decrease the load on the
platform, the bulk process follows a certain session sequence.
Bundle
A bundle (formerly called a package option) enables association between topics, patterns and
triggers. It is always associated with a parent offer.
Bundle Template
A bundle template contains all useful bundle information, delivery triggers, and topic filters.
A bundle template’s format is used to automatically format new bundles.
Capability group
A list of devices that share one common capability — they are compatible with a certain
Handset Manager feature, have access to a certain online help, and so on. Capability groups
are associated to compatible content templates.
Category
A classification of information that can be used to tag a content or an offer.
Content
A series of binary and/or text data identified by a unique ID and uses a content template. It
is made up of one or several content versions and content metadata.
Content metadata
An element of a content that is not used directly for delivery to a device, but adds other
information to the content.
Content provider
An entity that publishes contents. It can be a remote system, a group of administrator
accounts, or an application, for example. Contents can be published by the entity itself or by
those accounts which have rights to publish contents on behalf of this entity.
Content template
A template describing the different elements required to generate a content that can be
delivered to a device.
Content version
A content version is an element of a content that can be delivered to a device. A content
version is compatible with one or several devices.
Device
A device is a terminal used by an end-user that can be addressed by Content Manager. Each
device is associated to a type (mobile phone, for example), an address (a phone number, for
example), a model (Nokia 3330, for example), an IMEI.
End-user
An account that allows a user to purchase and receive contents from Content Manager and
access the front-office interface. It is associated to one or several devices.
Feature
A type of content that can be delivered to a device.
Formatting Token
Formatting tokens are used to balance the load between two formatting applications sending
content to any given handset.
Front-Office
See End-user.
Group
A set of end-user or administrator accounts with similar rights. A group inherits rights from
parent groups and passes on its rights to child groups.
Handset Manager
A handset device management application that communicates with Content Manager to allow
for administrative tasks such as adding, updating, or deleting handsets. Handset Manager is
not intended for use by clients, but rather intended for use by internal system administrators
or developers.
Offer
An offer (formerly called a package) is a set of bundles. It is associated to a certain front-
office service and can be downloaded by end-user members of certain groups.
Pattern
A pattern can format contents (following a certain template) into messages for delivery over
a certain media. A pattern also includes information on content adaptation to different
devices.
Right
An entitlement attributed to members of a group to perform certain actions (view, create,
use, delete) on a certain resource (another group, a category, a billing model) in Content
Manager.
Service
An instance of Content Manager that uses its own accounts, content, and services. Several
Content Manager services can share common resources, for example and end-user account
database, a content database, and so on.
Session
The process where several bundles are delivered to a device after a trigger is activated. This
process follows a certain kinematics, described by the session sequence.
Template
A predefined format used to create items and store contents in Content Manager. See also
Bundle template, Content template, and Content version template.
Terminal ID
A unique number assigned by a system administrator that identifies the handset device for
administrative purposes (for example, adding, updating, or deleting handsets). The Terminal
ID is required for communications between the Content Manager application and Handset
Manager.
Topic
An association between one or several categories where contents and one or several events
is retrieved. Contents must be associated to all selected categories to be fetched by the
topic.
Trigger
An event that activates the delivery of a certain bundle. The triggering event may be the
reception of a message, a request from an end-user, the publication of a new content, and
such.
User agent
User agent information is included in the http headers of a WAP page or the Multimedia
Messaging Services Center (MMS-C). This information is detected when a device accesses a
WAP page or the MMS-C. The correct device can be identified based on the user agent
profile.
Administrators menu 41
aliases B
devices by brand 176
devices by model 182–183 back-office account
searching accounts by 366 adding 53
searching front-office accounts by 82 adding parent groups 57
creating 53
application types, device
deleting 59
activating 231 deleting parent groups 57
creating 230 editing 54–59
deactivating 231 managing 51–59
deleting 231 managing IP restrictions 58
editing 228 managing parent groups 56
files, continued G
history, purging 472
generating DKB archives 291
history, viewing configurations 471
filters glossary 474–478
applying 8–10 granting access to a resource 48–49
criteria and operators 8–10
groups, back-office
text operators 9–10
adding 43
formatting systems creating 43
managing 245–246 deleting 49
searching 245 editing 44–45
viewing 245 managing 41–50
formatting tokens rights 12–13
creating 216 searching 42
deleting 218 viewing 41–42
details 214 groups, capability
device profile capabilities 215 creating 204
editing 213–216 deleting 205
managing 212–218 editing 203–204
searching 213 managing 201–205
viewing 212–213 resetting 204
front-office accounts searching 202
creating 83–84 viewing 201–202
deleting 97 groups, front-office
editing 84–98 adding 73
editing services 87 creating 73
managing 81–97 deleting 80
managing addresses 91–93 editing 74–80
managing credit information 95 rights 12–13
managing devices 89–90 searching 72
managing parent groups 87 viewing 71–72
managing SIM cards 93–94
groups, parent
managing timeslots 94
rights 12 adding to back-office accounts 57
searching 81–82 managing 46–47
removing from back-office accounts 57
front-office groups
creating 73
defining rights 76–77
H
defining rules 78–80
deleting 80 handlers, capability group
editing 74–80 creating 207
rights 12–13 deleting 211
searching 72 editing 208–211
viewing 71–72 managing 206–211
searching 207
searching created groups 210
viewing 206–207
viewing created groups 209
modifying, continued O
conditions, workflow 421
offers
content 140–156
content categories 117–121 back-office rights 333
content providers 110–113 bundle template capabilities 321
content systems 384 bundle template details 319
content templates 124–136 bundle template topics 320
content topics 372–376 bundle template triggers, on content 324–325
content versions 147–148 bundle template triggers, on message 325–326
countries 461 bundle template triggers, on schedule 326–329
delivery categories 304–309 compatibilities 330
device application types 228 creating 312
device application versions 240–242 creating bundle templates 316
device features 197–199 deleting 336
device profile capabilities 279 deleting bundle templates 330
device profiles 258–275 details 315
devices by brand 174–176 download statistics 455
devices by model 180–193 editing 314–336
DKB versions 289 editing bundle templates 318–329
formatting tokens 213–216 front-office rights 332, 334
front-office account services 87 managing 310–336
front-office accounts 84–98 managing bundle templates 315–330
front-office groups 74–80 managing download codes 335
IMEI ranges 184 metadata 331
message patterns 399–402 rights 19
mobile network operators 465 searching 312
offer bundle templates 318–329 searching bundle template topics 320
offers 314–336 viewing 310–312
preferences 6 OMA DM CP, device profiles 275
services 64–67
operators, filter 8–10
session sequences 406
states, workflow 414–415 operators, mobile network
workflows 410–423 adding 465
monitoring a synchronization process 293 creating 465
deleting 466
MSISDN editing 465
quick start, searching 27–28 managing 463–466
searching accounts by 365 modifying 465
See also phone prefixes. searching 464
viewing 463–464
overview, Content Manager interface 5
N
navigation
defining rights 48–49 P
rights overview 14
parent groups, back-office
network, device profiles 268 adding to accounts 57
managing 46–47, 56
removing from accounts 57