Set up DOOH as an admin

As an administrator, you can set up and manage DOOH in the IXM Platform. Once you've done this, you can also give other users access to DOOH features, for example, to create DOOH bookings.

Get started as an admin

To setup DOOH, see the following chapters:

Set DOOH system parameters

Enable DOOH for users and permission groups

Create DOOH locations

Set DOOH system parameters

Use the DOOH system parameters to specify how the DOOH module works. For example, you can specify which languages the company uses, which currency applies, and create evaluation parameters for products.

To set DOOH system parameters, perform the following steps:

1. In the IXM Platform, go to Administration > DOOH > DOOH system parameters.

Specify DOOH system parameters

1. Specify the following settings:

1. Click Save to save your changes.

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Set DOOH user permissions

Set DOOH user groups

Set DOOH locations

Set DOOH categories

Set DOOH notifications

Set DOOH user permissions

In the IXM Platform, you can give or deny user groups access to different areas to control which elements they can use and how. The same rights and restrictions apply to DOOH users. For example, DOOH users must have general read rights, if you want them to have access to certain categories, tags, or locations. Consider this, for example, if you want users to be able to select locations in a booking.

The DOOH permission system is based on the following groups:

• Permission group: controls who can use DOOH and at what level. Depending on the level, users can only see their own bookings, or see bookings of other users, or see and edit bookings of other users.
• DOOH user group: controls access to clients and bookings. Users can only manage specific clients and bookings if they are in the assigned user group.

Next steps

To give users general access to DOOH and to specify what users are allowed to do with bookings, continue in one of the following ways:

• Create a new permission group
• Edit an existing permission group

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Set DOOH system parameters

Set DOOH user groups

Set DOOH locations

Set DOOH categories

Set DOOH notifications

Create a permission group

To create a new permission group with access to DOOH, perform the following steps:

1. In the IXM Platform, go to Administration > Permissions > Permission groups.
2. In the Permission group management pane, select New.
3. In the Create new permission group window, switch to the DOOH tab.
4. Select Enable.
5. Specify the following settings:

1. Specify all other permission group settings as needed.
2. Click on Save to save your changes.

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Edit a permission group

Edit a permission group

To enable DOOH for existing permission groups, perform the following steps:

1. In the IXM Platform, go to Administration > Permissions > Permission groups.
2. In the Permission group management pane, find the permission group for which you want to enable DOOH.

Select DOOH

1. Select your permission group and click on Edit. Alternatively, double-click on the group.
2. In the Edit permission group window, switch to the newly added DOOH tab.
3. Specify the following settings:

1. Click on Save to save your changes.

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Create a permission group

Set DOOH user groups

In addition to assigning permissions, you must assign at least one DOOH user group to each DOOH user to determine which bookings and client they have access to. This means that if you assign the same user group to a user and a client, the user can manage the client and the bookings associated with that client.

In the user group selection, you can recognize DOOH user groups by the following icon:

Next steps

To control who has access to clients and bookings, continue in one of the following ways:

• Create a new DOOH user group
• Convert an existing group to a DOOH user group

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Set DOOH system parameters

Set DOOH user permissions

Set DOOH locations

Set DOOH categories

Set DOOH notifications

Create DOOH user group

You can create a DOOH user group in the following ways:

• Create a new user group
• Convert an existing user group

Create a new user group

To create a new DOOH user group, perform the following steps:

1. In the IXM Platform, go to Administration > Permissions > User groups.
2. In the User group management pane, perform one of the following actions:
   • Click on New to create a new user group.
   • Double-click on an existing user group to edit it.
3. In the General tab, enter a name for your group.
4. Select DOOH.

Create user group

1. Specify all other user group settings as needed.
2. Click Save to save your changes.

Convert a user group

To convert an existing user group into a DOOH user group, perform the following steps:

1. In the IXM Platform, go to Administration > Permissions > User groups.
2. In the User group management pane, double-click on an existing user group to edit it.
3. In the General tab, select DOOH.
4. Click Save to save your changes.

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Assign DOOH user group

Assign DOOH user group

To assign a DOOH user group to a user, perform the following steps:

1. In the IXM Platform, go to Administration > Permissions > User.
2. In the User management pane, perform one of the following actions:
   • Click on New to create a new user.
   • Double-click on an existing user to edit them.
3. In the General tab, drag and drop the DOOH user groups that you want to assign from Unassigned to Assigned.

Assign user groups

1. Specify all other user settings as needed
2. Click Save to save your changes.

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Create DOOH user group

Set DOOH locations

As an administrator, you must create ad spaces for DOOH in the location tree. These ad spaces can be digital or analog. However, you need to set up digital and analog ad spaces differently since an analog space doesn't require a player.

It's important to select the right location tree structure for your ad spaces. Later, you'll assign the locations to DOOH products and bookings to specify in which part of the network booked media will be displayed. In addition, note that you don't select a specific player or screen in a booking. Instead, you must assign DOOH categories to select a group of screens with specific attributes. For example, you could create the category "near restaurants".

Set up ad spaces

To set up ad spaces, perform the following steps:

1. In the IXM Platform, go to Channels > Location.
2. In the Location pane, select a location.
3. Continue in one of the following ways:

• To add a digital player, skip this step and continue with the next step.
• To add an analog player, double-click on your location, select the DOOH tab, and specify the Number of contacts. That is the average number of daily viewers, for example, in a store. Save your changes.

Specify the number of contacts

1. In the Managing players pane, click New and select one of the following options:
   • • • New Signage player

• • • • New Analog player

Example: location with digital and analog ad spaces

In this example, you've created a location called Stadtplatz 5 in the city of Vienna. This location contains the following sub-locations and ad spaces:

• Digital Screens: a sub-location with two digital ad spaces or screens, assigned as signage players Corner and Main.
• Poster: a sub-location with one ad space which is an outdoor poster, assigned as analog player Poster.

Location with digital and analog ad spaces

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Set DOOH system parameters

Set DOOH user permissions

Set DOOH user groups

Set DOOH categories

Set DOOH notifications

Set DOOH categories

Use categories to enable targeted DOOH bookings. You can assign different categories to locations or screens and use them to select a subset of a network for specific bookings. For example, a category can be a type of location such as "pharmacies" or "gas stations" or surroundings like "city center". You can also use categories to specify target groups like "male".

Use DOOH categories

Which DOOH categories you create, depends on the individual setup and requirements of each DOOH client and booking. Take a look at the following examples to get an idea.

Once you've created your DOOH categories, you can use them in both analog and digital products when you specify their ad spaces, and to narrow down locations directly in a booking.

Example 1: use categories to specify locations and screens

You can use categories to specify digital and analog ad spaces. For example:

• All screens in Terminal 1 that are near restaurants.
• All screens in Geneva except in gas stations.
• All pharmacies in Berlin.

Example 2: work with analog and digital categories

In this example, you've created categories for analog and digital ad spaces based on the display type. You have, for example, an analog category for a common poster ad. In the digital categories, you have different screen formats like landscape or portrait.

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Set DOOH system parameters

Set DOOH user permissions

Set DOOH user groups

Set DOOH locations

Set DOOH notifications

Set DOOH notifications

As an admin, you can enable the IXM Platform to send notifications to the owner and additional sales person of a booking. They can be notified if a booking item changes from waiting list to reserved or if a booking item starts soon but has no media assigned.

By default, the system sends a news center message and an email. You can, however, change this in the news center settings.

The notification is sent in the preferred user language if possible and contains information on the booking item such as the booking ID, client, and start and end date. The IXM Platform generally creates the news center message within 30 minutes and the email within 24 hours.

Prerequisites

Before you set up automatic notifications, ensure that you read the following requirements:

• If you use an email blacklist, go to Administration> Addons > Blacklist Management and ensure that the recipients are not on it. Otherwise, the IXM Platform can't send an email notification.
• The IXM Platform news center must be enabled. Otherwise the IXM Platform can't send any notifications. The following setting in the master.config file must be set to true:

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Set DOOH system parameters

Set DOOH user permissions

Set DOOH user groups

Set DOOH locations

Set DOOH categories

Enable status change notification

You can set up automatic notifications that are sent when a booking item switches from waiting list to reserved. You can notify the owner or sales person of the affected booking and, optionally, the additional sales person.

To set up the automatic booking state notifications, perform the following steps:

1. In the IXM Platform, go to Administration > DOOH > DOOH system parameters.
2. Under Booking workflow, enable Notify the sales person of a booking via the news center when a booking item switches from waiting list to reserved.

Enable the notification

1. Switch to Administration > Permissions > User.
2. Double-click on the user of the owner/sales person.
3. Under E-mail, ensure that an email address is available or enter an email address. If there's no email address, the system can't send an email notification.
4. Under Preferred language ensure that the language is set correctly. The notification text is sent in this language.

Check email address and language

1. If you want to notify an additional sales person, check their email and language too.
2. Click Save to save your changes.

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Enable missing media notification

Enable missing media notification

You can set up automatic notifications that are sent when a booking item starts soon but has no media assigned. You can notify the owner or sales person of the affected booking and, optionally, the additional sales person.

To set up the automatic missing media notifications, perform the following steps:

1. In the IXM Platform, go to Administration > DOOH > DOOH system parameters.
2. Under Notifications, select Notify sales person before booking item starts without media.
3. Specify how many days before the booking item starts the notification should be sent.
4. Optionally, select Notify additional sales person.

IMG

1. Switch to Administration > Permissions > User.
2. Double-click on the user of the owner/sales person.
3. Under E-mail, ensure that an email address is available or enter an email address. If there's no email address, the system can't send an email notification.
4. Under Preferred language ensure that the language is set correctly. The notification text is sent in this language.

Check email address and language

1. If you want to notify an additional sales person, check their email and language too.
2.  Click Save to save your changes.

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Enable status change notification