Configuration Packages – Sites

Adding Site Access to a Configuration Package

Configuration Packages can be configured to only allow specific sites access. In order for this to work properly, you must check mark the Limit by Site field on the General screen granting site access on an non- inheritance, individual basis. Therefore, if you want the package to be available at several sites, place a check mark by each site name.

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Again, click the plus sign (+) next to Configuration Packages to access a submenu of the different configuration packages you can create, the following options are available:
    • Set Device Package
    • Circuit Package
    • Cell Phone Package
    • Authorization Code Package
    • General Task Package
  1. Within the list, click the package type. Depending on the amount of package you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and click the magnifying glass
    • Click the Show All button
  1. The Configuration Package list opens. Within the list, double-click the package to open the General – Configuration Package
  2. Within the Show ribbon group, click the Sites The window displays two panes of information; the top pane displays the sites associated to the package. The lower pane displays a list of all the sites within your database, the following read-only information is available for each site:
    • Site Name – displays the name of the site, this is the lowest level of the site tree.
    • Site Path – displays the complete path to the site. Each level is separated by a >.
    • Site Level – displays the site level name or number.
    • Site Code – displays the three-digit alphanumeric site code.

! You can search for a site within the Search All Sites pane by typing in the name or portion of the name within the Search text box, and then click the magnifying glass. Any record with the search characteristics displays within the pane.

  1. To add a site to the package, find the site within the list, and double-click the record, the site name now displays within the upper pane.

! Be aware that sites do not inherit the associations of their parents. You must associate each level to the account. For example, if you associate a parent and want all the children associated you must associate all children site as well.

  1. Within the Actions ribbon group, click Save (to save and stay) to continue working with the package, or click Save & Close (to save and exit) to return to the Configuration Package list.

Deleting Site Access from a Configuration Package

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Again, click the plus sign (+) next to Configuration Packages to access a submenu of the different configuration packages you can create, the following options are available:
    • Set Device Package
    • Circuit Package
    • Cell Phone Package
    • Authorization Code Package
    • General Task Package
  1. Within the list, click the package type. Depending on the amount of package you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and click the magnifying glass
    • Click the Show All button
  1. The Configuration Package list opens. Within the list, double-click the package to open the General – Configuration Package
  2. Within the Show ribbon group, click the Sites
  3. Within the top pane, right-click on the site name to access a pop-up menu, from the menu select Delete.
  4. Once you click Delete, a message box displays verifying that you really want to delete the site. Click Yes within the box to continue or No to cancel the operation.
  5. Once selected, CAIRS draws a line through the site; allowing you to delete multiple items at once.
  6. If you do not want to delete the site, right-click the record to access a pop-up menu, and click Undelete.
  7. Once you select Undelete, a message box displays verifying that you really want to keep the site. Click Yes within the box to continue or No to cancel the operation.
  8. Within the Actions ribbon group, click Save (to save and stay) or click Save & Close (to save and exit).