This is a guide to the administration features of ADPOINT and PLANPOINT.

Unless otherwise described, this documentation covers the English language setting. You can however easily switch between English language and your preferred language through the user menu. This may help you find out what a specific feature is called in your language.

Table of Contents

Table of Contents
1 Administration settings 1.1 Opening Administration settings 1.2 Overview 2 Notifications 2.1 Template editor 2.2 Email scheduler 3 Mappings 3.1 Create Mappings 4 Validation 4.1 Validation Rules 4.2 Validation Profiles 5 Postprocessing Configuration 6 Users and Groups 6.1 Users 6.2 Groups

Administration settings

Administration settings is a collection of panels each with its own general purpose. Some panels apply to either ADPOINT or PLANPOINT while others are used by both applications.

Please note: Administration settings are available to users with Administrator credentials only.

Please note: Changing settings in the Administration panels may impact overall performance or functionality of your solution. You may want to test new settings on your separate test system before changing production system settings.

Opening Administration settings

The Administration panel is opened from the Admin menu:

Overview

To the left, there is a panel showing all the administration pages. Pages are organized under a category, i.e. “Notifications” and each category can be expanded or collapsed to make it easier to overview the panels that are available.

Tip: Use the Search field above the categories to filter administration pages. To remove the filter, simply delete the text in the search field.

Notifications

Notifications are ways of sending messages from ADPOINT or PLANPOINT to users via email or other messaging systems (optional) when a certain criteria is met.

The template editor is used to design the message and the Email scheduler defines when a message is sent and which template should be used.

Template editor

Purpose

The template editor is used to define templates for various notifications, i.e. email, text messages etc. These templates are used for sending automated messages or they can be manually selected by users with access to the Send feature.

Overview

The list shows all defined templates sorted by template name or group.

To change the sort order click the column headers once or twice (changes sort order).

To edit a template click the pencil.

To delete a template click the red x. A warning page will be shown to confirm deletion.

To create a new template, click the Create new template button

The edit and create new screen

Template name	A unique name for the template.
User groups	Select one or more user groups where group members should be able to use the template
Auto	Switch to on if the template should be available for automatic sending. If switched off, the template can only be used for manual sending.
Email type	Select the purpose of the template. Choose between: Proof: For templates used for proof alerts. Material: For templates used for material requests Tearsheet: For templates used for tearsheets Asset: For templates used for asset requests
Proof type	For proof type templates, select if the proof should be in the form of an attached PDF file or a link pointing to the proof on a portal page.
To	The receiver of the email. The field is not required. For automatic templates this value will be overwritten with a value defined by the system. For manual sending this value will be shown when opening the send email function. It can be overwritten manually.
Show CC and BCC	Switch to show or hide CC and BCC fields
CC	The CC receiver of the email. The field is not required. For automatic templates this value will be overwritten with a value defined by the system. For manual sending this value will be shown when opening the send email function. It can be overwritten manually.
BCC	The BCC receiver of the email. The field is not required. For automatic templates this value will be overwritten with a value defined by the system. For manual sending this value will be shown when opening the send email function. It can be overwritten manually.
From	The sender of the email. The field is not required. For automatic templates this value will be overwritten with a value defined by the system. For manual sending this value will be shown when opening the send email function. It can be overwritten manually.
Reply to	The reply to value of the email. The field is not required. For automatic templates this value will be overwritten with a value defined by the system. For manual sending this value will be shown when opening the send email function. It can be overwritten manually.
Set status	Select the status to be applied upon successful sending of the email.
Text message	Opens the Phone number and Text field to be used when sending text messages
Phone number	Select the country code and enter the phone number of the text message receiver. For automatic templates this value will be overwritten with a value defined by the system. For manual sending this value will be shown when opening the send text message function. It can be overwritten manually.
Text field	Enter the message of the text message
Subject	Enter the Subject of the email message. This may include variables from the ADPOINT database.

Variables, Editor and Preview tabs

Variable tab	Used for defining variables of data from the ADPOINT database.
Editor tab	Used for entering HTML code for the formatting of the email.
Preview tab	Used to preview how the email templates look. In the “Enter lineitem…” field enter a valid value for an existing lineitem to preview how the templates look with that particular lineitem. If the template includes variables that depend on specific lineitem information, this field can be used to test different scenarios based on different lineitems.

Click SAVE to save the template or CANCEL to leave the screen without saving the template.
See some examples of field that refers to content in the database here.

Email scheduler

Purpose

The Email scheduler defines the rules for sending automatic emails. When a rule is active, the system will continuously scan the rule to find any lineitem or campaign that match the rule. When a match is found, the rule is activated and one or more messages are sent using the templates.

In addition to the sending rules, it is also possible to define exceptions that prevents a general rule to apply to lineitems or campaigns with certain criteria.

Overview

The Create new rule button creates a new rule and opens the edit screen.

The Sending rule list shows all sending rules, their names, the production codes to which they apply and a set of controls:

Activation switch: When turned on, the rule is active. When turned off, the rule is inactive.
Pencil: Edit the rule
Duplicate: Duplicate the rule
Red X: Delete the rule (After a warning is shown)

The Exceptions list shows all exceptions and the rule they apply to.

Pencil: Edit the rule
Red X: Delete the rule (After a warning is shown)

The edit and create new rule screen

Rule name	The name of the rule.
Relative to	Select the deadline to which the rule should relate.
Level	Select the level to which the rule should apply. Lineitem is for a single lineitem while campaign has two or more lineitems which, in term, will be treated by the same rule.
Exclude weekends	Set the switch on to exclude weekends (The weekdays that are included in the weekend can be configured by the system administrator)
Active	Set the switch on to activate the rule.
Set initial statuses	Select the statuses that should apply for the rule to fire.
Standard mode	TBA
Filter rules	Create a filter to select the right lineitem or campaign. Filters are defined the same way they are defined in the MyAds overview. How to work with filters. To add a new line to the filter, press + To delete a line from the filter, press x
Actions	Actions are the definition on when and what happens when the rules fire. You can define multiple actions for one rule Days: The number of days before the value of the deadline selected in the “Relative to” field. Hours: The number of hours before the value of the deadline selected in the “Relative to” field. Minutes: The number of minutes before the value of the deadline selected in the “Relative to” field. Template: The email template to send when the rule fires. Set status: The status that will be applied to the line item/campaign after the rule has fired Click the Add action to add a new action. Click the duplicate icon in the Actions frame to duplicate an action. Click the x icon in the Actions frame to delete an action.
Exceptions	Choose one or more exceptions that should apply to the rule. Click the ADD Exception button to add an exception. Click the pencil icon to edit an exception. Click the x icon to delete an exception.

Click SUBMIT to save the rule or CANCEL to leave the screen without saving the rule.

Exceptions

Exceptions apply to one or more rules.

Exception name	The name of the exception.
Filter rules	Create a filter to select the lineitem or campaign to which the exception should apply. Filters are defined the same way they are defined in the MyAds overview. How to work with filters. To add a new line to the filter, press + To delete a line from the filter, press x
Material requests	TBA
Frequency	TBA
Time	TBA
Template	TBA
Set status	TBA
Look ahead	TBA

Click SUBMIT to save the exception or CANCEL to leave the screen without saving the exception.

Mappings

Mappings relate to digital ads only. Through the use of mappings a ruleset is defined to connect lineitem information to a specific creative size. Mappings are therefore useful when line item information does not specify a size which is the case for some order management systems.

Create Mappings

Purpose

Overview

The + creates a new mapping.

The pencil edits an existing mapping

The duplicate icon duplicates a mapping

The x deletes a mapping

The edit screen

Field	Select the field name that should be mapped
Operator	Select how the value should relate to the field name.
Value	Enter the value to compare with the field name. As data is entered, a list of possible (exisiting) matches is shown.
Logical	Select AND or OR to add another mapping line. AND means the current line and the line above should both be true for the mapping to apply. OR means the current line or the line above should both be true for the mapping to apply.
Width	Enter the width (in pixels) that should be applied to the line item if the mapping applies
Height	Enter the height (in pixels) that should be applied to the line item if the mapping applies
Target	Enter the target that should be applied to the line item if the mapping applies

Validation

ADPOINT validates incoming creatives in order to describe potential errors and warnings that could prevent the creative from being printed or served correctly.

When a creative is uploaded to ADPOINT, validation rules decide which validation profile should be used for the creative.

Validation Rules

Purpose

A validation rules consists of one or more criteria to identify a creative and subsequently decide which validation profile should be applied to the creative.

Overview

Tabs: Select between validation filters for digital and print creatives respectively.

The Create new rule button creates a new validation rule.

The pencil edits an existing validation rule.

The duplicate icon duplicates a validation rule.

The x deletes a validation rule.

Edit validation rules

Field	Select the field name that should be validated
Operator	Select how the value should relate to the field name.
Value	Enter the value to compare with the field name. As data is entered, a list of possible (existing) matches is shown.
Logical	Click the sign to add a new row. Then select AND or OR to define how the logical relation to the new row should work: AND means the current line and the line above should both be true for the filter to apply. OR means the current line or the line above should both be true for the filter to apply. Click the “-” sign to delete a row.
Profile name	Select a profile

Validation Profiles

Purpose

A Validation profiles is in fact a checklist that is used to validate the content of an incoming creative. The profile determines which tests should be performed and what results of the test can be accepted.

A validation profile can contain a lot of individual tests and the result of each test is then compared with an value or range of values.

The result of the test is reported merely as information, a warning or an error.

Overview

Tabs: Select between validation filters for digital and print creatives respectively.

The Create new validation profile button creates a new validation profile.

The double circle + sign creates a child profile.

The pencil edits an existing validation profile.

The duplicate icon duplicates a validation profile.

The x deletes a validation profile.

Edit Validation profiles

Validation profiles are made up by a number of property tests - each test referring to a specific property of the creative file.

In order to make it easier to organize the property tests, these tests are listed on a tab referring to the general type of creative:

TEXT/HTML	Typically refers to HTML banners.
IMAGE	refers to static images, often represented as a JPG, PNG or GIF file.
AUDIO	Refers to audio files typically used for radio spots, podcasts etc.
VIDEO	Refers to video files typically used for video creatives.

Under each tab, a list of property test is presented.

Inherited	Indicates if the value should be inherited from the parent profile. The name of the parent profile appears near the title of the profile.
Property	The property to test.
Ignore	Check this box to ignore (omit) the test
Action	Select how the result of the test should be reported: Info: Merely reports the result of the test. Warn: Reports a warning if the result is outside the expected value. A warning does not cause the creative to fail the validation. Error: Reports a warning if the result is outside the expected value. An Error causes the creative to fail the validation.
When	An operator used to compare the value of the test with the expected value.
Value	The expected value. The content of the value field changes in relation to the Property. To enter two or more possible values, merely separate these with a Space .
As booked	Compares the result of the test with a value of the property imported as part of the booking for the specific line item.
Tolerance	A value that can be added to or subtracted from the Value in order to accept that the result lies between the tolerance values.

Postprocessing Configuration

Coming soon

Users and Groups

A group can contain one or more users. The purpose of organizing users in groups is that the group defines the level of access for its members, making it simple to assign the same access to multiple users at the same time.

On user level, a role is assigned to determine which features the user has in the system.

Users

Purpose

The User admin panel is used to maintain users.

Overview

The CREATE NEW user button creates a new user.

The Search field can be used to limit the number of users shown in the list. The search applies to the user name.

The Show external users switch shows external users in the list.

The Show deleted users switch shows deleted users in the list.

The pencil edits an existing user.

The duplicate icon duplicates a user.

The x deletes a user

The edit screen

User name	The user name used for logging in.
Email	The email of the user. Please make sure this email can be accessed by the user.
Role	Select the role of the user. The role decide which features are available to the user.
Producer type	Select the producer type of the user. (Optional)
Select user group(s)	Select one or more groups to which the user belongs.
Password	Enter the password of the user. Passwords appears as dots by default, but clicking the Eye icon shows the password in plain text.
Title	Enter the title of the user. This may appear in notifications. (Optional)
First name	Enter the first name of the user. This may appear in notifications. (Optional)
Middle name	Enter the middle name of the user. This may appear in notifications. (Optional)
Last name	Enter the last name of the user. This may appear in notifications. (Optional)
Phone	Enter the phone number of the user. This may appear in notifications. (Optional)
Cell	Enter the cell phone number of the user. This may appear in notifications. (Optional)
Contact booker	Enter the contact booker information of the user. This may appear in notifications. (Optional)
Contact producer	Enter the contact producer information of the user. This may appear in notifications. (Optional)

Groups

Purpose

The User admin panel is used to maintain groups.

The overview

The CREATE NEW group button creates a new group.

The Search field can be used to limit the number of groups shown in the list. The search applies to the group name.

The pencil edits an existing group.

The duplicate icon duplicates a group.

The x deletes a group

The Edit Screen

Group name	The name of the group.
Pages	Select a filter to limit the pages that can be seen by group members. (Optional)
Access filter Page material	Select a filter to limit the page materials that can be seen by group members. (Optional)
Access filter Ad	Select a filter to limit the ads that can be seen by group members. (Optional)
Access filter Ad material	Select a filter to limit the Ad materials that can be seen by group members. (Optional)
Access filter Assets	Select a filter to limit the assets that can be seen by group members. (Optional)
Welcome message	Enter a welcome message that will appear on first login of a group member. (Optional)
Description	Enter a description of the group. (Optional)

Adding Members to a group

Group members are in fact users. In the Members area, a list of all users is represented in the left column. Members of the group are in the right column.

To add a member, select the user in the left column and click the Add > button.

To remove a member, select the user in the right column and click the < remove button

The search field is used to search for usernames. Usernames that conforms to the current search is highlighted with orange colors and listed on top.