NCS for Sony IPELA
Partner Portal
User Guide
v4.0
© 2009-2014 by Next Level Security Systems, Inc.
All Rights Reserved.
9.00-PM-20140724
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NCS for Sony IPELA Partner Portal User Guide
Contents
Chapter 1: Partner Configuration .................................................................................... 4
CONFIRMING A PARTNER ACCOUNT............................................................................ 5
LOGGING IN TO THE PARTNER PORTAL ...................................................................... 6
NLSS PARTNER PORTAL ................................................................................................ 7
Main Menu ........................................................................................................... 7
Menu Options....................................................................................................... 8
Portal Settings .......................................................................................................9
Tools ...................................................................................................... 10
CUSTOMERS .................................................................................................................. 12
Customer Accounts ............................................................................................ 12
Creating a Customer Account ............................................................................ 13
Customer Information ............................................................................... 13
Customer Accounts Configuration .............................................................. 14
Customer Account Requests .............................................................................. 15
SUBSCRIPTIONS............................................................................................................ 16
Device Subscriptions.......................................................................................... 16
Device Subscriptions Configuration ............................................................ 17
Storage Subscriptions ........................................................................................ 17
Storage Subscriptions Configuration........................................................... 18
ACCOUNTS ..................................................................................................................... 19
Company Settings .............................................................................................. 19
General Tab ............................................................................................ 19
Branding Tab ........................................................................................... 20
Users.................................................................................................................. 20
Users Configuration Window ..................................................................... 21
Adding a User .......................................................................................... 21
Chapter 2: Customer Configuration ............................................................................. 22
CUSTOMER REGISTRATION........................................................................................ 22
CUSTOMER RESPONSE............................................................................................... 23
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NCS for Sony IPELA Partner Portal User Guide
Chapter 1: Partner Configuration
This guide provides NLSS partners with instructions about the functionality and use of the
Next Level Cloud Services (NCS) Partner Portal. Terms and categories used in the NCS
system are also introduced in this guide.
NCS provides centralized management for Cloud Cameras via the NLSS Customer
Portal.
Customers can submit requests to be added to NCS via an on-line wizard. The wizard
gathers the required information and sends it to the partner. See Customer Account
Requests for instructions on processing these requests.
This portal is unique for each partner, with a URL format of:
https://nlsscloud.com/customer-registration/partner account-id
where nlsscloud.com and partner account id can change.
For example: https://nlsscloud.com/customer-registration/securitypartner
See Chapter 2: Customer Configuration for more information on the wizard.
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NCS for Sony IPELA Partner Portal User Guide
Confirming a Partner Account
1.1 CONFIRMING A PARTNER ACCOUNT
After a partner account is created, some steps are required by the partner to activate the
account.
After the account is created, the partner receives a welcome email with single user login
name and name of the partner organization.
The email contains a link to a web page requesting agreement to the End User License
Agreement and the creation of a password.
The password must be set by the partner before the first login.
1. Go to the link provided in the Welcome email.
The Set Password dialog is displayed.
2. Enter and verify a password.
3. Check Agree for the End User License Agreement.
–
Click End User License Agreement to display the document.
4. Click Submit.
Once this form is submitted, the partner organization is activated, and a confirmation email
is sent. The Partner Portal now can be accessed, and customer accounts can be created.
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NCS for Sony IPELA Partner Portal User Guide
Logging In to the Partner Portal
1.2 LOGGING IN TO THE PARTNER PORTAL
To log in to the NCS Partner Portal, a user name (email) and password must be entered.
1. Open a web browser.
2. Enter the URL for the Partner Portal.
The URL was provided when the Partner Portal was created.
For example - https://www.nlsscloud.com/partner-name
The login page is displayed.
3. Enter the credentials in the login screen.
a. User Name: the primary account email, belonging to the partner, used when
NLSS set up the partner organization.
b. Password: the password selected by the partner. See Confirming a Partner
Account.
4. Click Login.
The NLSS Partner Portal page is displayed. This portal is used to manage customer
accounts and partner information.
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NCS for Sony IPELA Partner Portal User Guide
NLSS Partner Portal
1.3 NLSS PARTNER PORTAL
By default, the Partner Portal opens to the Main Menu. The first page displayed can be
configured with User Preferences.
1.3.1
Main Menu
The Main Menu contains categories with menu options.
Main Menu
Categories
Three categories are available. Each category is explained later in this chapter.
•
Customers: view, add, edit, and delete customer accounts.
Note:
Information entered at the partner level overwrites conflicting information entered
at the customer level.
•
Subscriptions: view, add, edit, and delete subscriptions.
•
Accounts: view, add, edit, and delete partner portal users.
Click a category button to open a list of options for that category.
Menu
Options
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NCS for Sony IPELA Partner Portal User Guide
1.3.2
NLSS Partner Portal
Menu Options
•
Click a button under a category to open menu options.
The menu options are displayed as tables. The tables contain searchable lists, plus tools
for viewing and editing the list items. Some tables have add and delete features as well.
Each option also contains links to the Main Menu, and Portal Settings.
Tools Panel
App Name
Search
Column
Search
Text
Apps menu
button
Portal
Settings
Show/Hide
Tools Panel
Item List
Each option page contains two buttons:
•
Main Menu: opens the Main Menu. See Main Menu for more information
•
Portal Settings: configure the portal. See Portal Settings for more information.
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NLSS Partner Portal
1.3.2.1 PORTAL SETTINGS
Two options are available from this menu: User Preferences and Log out.
1.3.2.1.1 User Preferences
The User Preferences configuration window has two tabs: General and User Account.
G ENERAL
A home page can be set to display when logging in. Either the main menu or an option
page can be selected.
1. Select User Preferences from the portal settings menu.
The General tab of the User Preferences settings is displayed.
2. Select a Home Page to display when logging in.
–
Select an option from the drop-down list
– or –
–
Check Show Navigation at Login to display the main menu when opening the
Partner Portal.
3. Click Save
–
to keep the setting.
Click Cancel to exit the pop-up window without changing the setting.
U SER A CCOUNT
The name, email, and password for currently logged in user can be edited in this screen.
1. Open the User Account tab in the User Preferences window.
2. Edit the fields as needed
–
Last Name, First Name, Role, Email and Password are required fields.
–
The password must be verified in the configuration window.
–
Middle Name, and Preferred Name are optional.
3. Click Save
–
to keep any changes.
Click Cancel to exit the pop-up window without saving the changes.
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NCS for Sony IPELA Partner Portal User Guide
NLSS Partner Portal
See Users for more information on user accounts.
1.3.2.1.2 Log out
1. Open the Portal Settings menu.
2. Click Logout in the drop-down menu to close the current NCS session.
The session is closed, and the Login window is displayed.
1.3.2.2 TOOLS
List items can be updated using the Tools panel. This panel can be displayed or hidden.
Tools include Add, Edit, View, Delete, and Search. Add and Delete are not available on all
pages.
To access the tools:
1. Open the category page.
2. Select Tools.
3. Select Show Tools Panel from the drop-down menu, if the tools are hidden.
–
Select Hide Tools Panel to hide the tool buttons.
The steps for using each tool are the same for each page, although the fields differ. A
configuration window is displayed when Add or Edit is selected.
1.3.2.2.1 Adding Items
1. Select Show Tools Panel
, if the tools are hidden.
2. Click Add.
3. Complete the fields in the configuration window.
4. Click Save
–
to keep the item.
Click Cancel to exit the pop-up window without adding the item to the list.
1.3.2.2.2 Editing Items
1. Select Show Tools Panel
, if the tools are hidden.
2. Select an item from the table.
3. Click Edit.
4. Update the desired fields.
Note:
When editing, the configuration window contains a History tab listing the fields
and notes, if available, from each time the item was edited.
5. Click Save
–
to keep any changes.
Click Cancel to exit the pop-up window without saving the changes.
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NLSS Partner Portal
1.3.2.2.3 Viewing Items
1. Select Show Tools Panel
, if the tools are hidden.
2. Select an item from the table.
3. Click View.
A read-only window is displayed for the item.
Note:
When viewing, the configuration window contains a History tab listing the fields
and notes, if available, from each time the item was edited.
1.3.2.2.4 Deleting an Item
1. Select Show Tools Panel
, if the tools are hidden.
2. Select an item from the table.
3. Click Delete.
4. Confirm the deletion, when prompted.
1.3.2.2.5 Searching Tables
When the Tools panel is opened, a search field is included. The item list can be searched
by a selected column.
1. Select Show Tools Panel
, if the tools are hidden.
2. From the Search drop-down list, select the column on which you want to search.
3. Enter a value in the Search field.
4. Click the Magnifying Glass to run the search.
A list of matching items is listed.
–
If necessary, click a column header to sort the results.
5. To display the entire list again, refresh the browser page.
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NCS for Sony IPELA Partner Portal User Guide
Customers
1.4 CUSTOMERS
Each customer represents an NCS system, to which Cloud Cameras are attached.
The customers category has two options: Customer Accounts and Customer Account
Requests.
Partner
Customer 1
Cloud
Camera
Customer 2
Cloud
Camera
Cloud
Camera
1.4.1
Customer 3
Cloud
Camera
Cloud
Camera
Customer 4
Cloud
Camera
Cloud
Camera
Cloud
Camera
Cloud
Camera
Customer Accounts
Customer accounts can be added, viewed, edited and searched, and deleted through the
Customer Accounts option. Customer accounts must be created before devices can be
registered with NCS.
•
Select Customers > Customer Accounts from the main menu.
Customer
Accounts
option
The Accounts:Customers window is displayed. The list is empty until accounts are added.
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1.4.2
Customers
Creating a Customer Account
1. Select Customers > Customer Accounts from the Main Menu.
The Accounts: Customers window is displayed.
2. Select Show Tools Panel
, if the tools are hidden.
3. Click Add.
4. Enter the Account information.
Account ID, Company Name, and Account Status are required fields. See the field
definitions below in Customer Information.
Important: Changing the Account ID after the customer account is created changes the
URL used to log into the NCS customer portal.
5. Open the Master User tab, and enter the information to identify the master user for
the customer.
–
If the partner setting up and registering Cloud Cameras, and configuring NCS for
the customer, enter a partner email address to receive the password information.
The information can be reset later for the customer.
–
A partner also can create a user account in the NCS customer portal while
configuring the system, and delete that account when done.
6. Click Save
–
to add the new customer account.
Click Cancel to exit the pop-up window without saving the new account.
An email to set the master user’s password is sent to the email address entered in the
Master User tab.
1.4.2.1 CUSTOMER INFORMATION
The Customer Accounts screen lists the customers added by the partner. These fields are
completed when a customer account is added. These fields also can be edited, when an
account is selected from the list.
•
Account ID: a unique identifier for the record. The Account ID is used throughout the
portal to identify the customer.
This ID also becomes part of the URL used to log into the customer portal:
https://nlsscloud.com/account-id
The Account ID is typically the name of the customer. For example, if the business
name is Joe’s Cameras, the Account ID could be joescameras, and the URL to the
customer’s NCS portal is https://nlsscloud.com/joescameras.
Note:
The Account ID must be unique in the system, as this ID is used when the
customer logs into NCS. Multiple Cloud Cameras can be registered to a
customer’s account.
Important: If the Account ID is changed for an existing customer, the URL changes to
match the new ID.
•
Company Name: the organization that purchased the NCS subscription.
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NCS for Sony IPELA Partner Portal User Guide
Customers
•
Master User Email: the email address for Master User. This user is the administrator
for the customer’s NCS accounts.
•
Account Status: indicates whether the account is Active, Suspended, or
Terminated.
Customers with suspended or terminated accounts cannot access their NCS portal.
•
Device Support Mode: indicates the type of devices the account supports for running
NCS.
–
•
Sony Cloud Cam (only): only the supported Sony IPELA Cloud Cameras can be
monitored by NCS
Enable Branding: indicates whether custom logos can be added to the NCS portal by
the customer. Otherwise, the logo set at the Partner Portal is displayed on the
Customer portals. See Branding Tab for more information on setting the Partner
Portal logo.
1.4.2.2 CUSTOMER ACCOUNTS CONFIGURATION
A pop-up configuration window is used when adding, editing, or viewing a customer
account.
•
Select Show Tools Panel
, if the tools are hidden.
SeeTools for more information on these options.
The window contains Account and Master User tabs to edit the fields listed in Customer
Information.
When viewing or editing an account, the History tab lists the field settings from each time
the customer account was updated.
1.4.2.2.1 Account Tab
The Account tab fields identify the customer, the devices their NCS account supports, and
status of the account.
•
Account ID, Company Name, Supported Devices, and Account Status are
required fields. See the field definitions in Customer Information.
–
•
The Account ID becomes part of the URL used to log into the NCS customer
portal.
Check Enable Branding to allow custom logos to be added to the customer’s NCS
portals.
1.4.2.2.2 Master User Tab
The Master User tab identifies the main administrator for this customer account.
•
First Name, Last Name: identifies the Master User.
•
Email: confirm the address entered in the Verify Email field.
All fields are required.
See Tools for more information on adding, editing and deleting accounts.
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1.4.3
Customers
Customer Account Requests
When a potential customer fills out an account request form using the on-line wizard, the
information is sent to the partner, and it populates the Customer Accounts Request queue.
The request can be accepted or rejected. Requests also can be edited, deleted, or
searched. See Tools for more information on using these features.
1. Select Customers > Customer Account Requests from the main menu.
The Customer Account Requests window is displayed.
2. Select Show Tools Panel
, if the tools are hidden.
3. Select a request from the Customer Accounts Request list.
4. Click Edit.
The configuration window is displayed with four tabs.
5. Configure the account in the Account tab.
a. The Account ID and Company Name fields can be edited, if necessary.
b. Select Accepted from the Request Status drop-down list to enable an account.
»
Select Rejected from the Request Status drop-down list to deny a request.
6. The Supported Devices field provides one choice: Cloud Cam (only).
–
Click Enable Branding to allow customers add a custom logo their Customer
Portal.
If branding is enabled for the customer account, the customer can upload their
own logo. This overrides the Partner branding, if applied.
7. The Master User and Contact fields also can be edited, if necessary.
8. Click Save
to act on the request.
–
Click Cancel to exit the pop-up window without saving the changes.
–
If the request accepted, it is removed from the Request queue, and the customer
account is added to the Customer Account list.
–
If a request is rejected, it remains in the Customer Account Request queue.
After a request is approved, an email is sent to the email address provided for the Master
User for the account. See Customer Response in Chapter 2: Customer Configuration.
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Subscriptions
1.5 SUBSCRIPTIONS
The Subscriptions category provides options to manage device and storage subscriptions.
1.5.1
Device Subscriptions
Subscriptions for all customers in the partner’s NCS system are listed under the Device
Subscriptions option.
Device subscriptions enable Cloud Cameras to register with NCS. Device subscription IDs
are entered manually through the device’s local interface. See the Next Level Cloud
Services for Sony IPELA User Manual or the Quick Start Guide for instructions on
enabling a subscription.
Subscriptions can be added, viewed, edited and searched, and deleted through the
Device Subscriptions option.
•
Select Subscriptions > Device Subscriptions from the main menu.
The Device Subscriptions option is displayed.
The fields describe the device and the subscription.
•
Account ID: the ID assigned when the customer account was created. When adding
a device subscription, select the Account ID for the customer who owns the device.
Note that an account can have multiple subscriptions, applied to different devices, or
Cloud Storage subscriptions. See Customer Information for more information on the
Account ID.
•
Subscription ID: this number is assigned by the system when the device subscription
is added.
The Subscription ID is provided to the customer to use as an NCS token or key. See
the Next Level Cloud Services for Sony IPELA User Manual or the Quick Start Guide
for instructions on installing a Subscription ID.
Note:
•
A Subscription ID can only be applied to one device. After the Cloud Service is
enabled on the camera, that camera is activated in NCS, and any applicable fees
are billed.
Device Model: the device to which the subscription is applied. This field is selected
when the device subscription is added.
The devices available depend on the Supported Devices selected when the Customer
Account was created.
•
Device Name: a unique identifier assigned to the device through the NCS Customer
Portal or the device’s local interface.
•
MAC Address 1: the MAC address for the Ethernet port on the device.
Note:
•
If a MAC address is entered, the Subscription ID can only be applied to that
device. If the device is replaced, a new Subscription ID is required for that device.
Activation Date: the date on which the subscription was created. This field is
automatically generated when the device subscription is added.
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•
Subscriptions
PO Number: the purchase order used to acquire the subscription. This field is
optional, and can be edited after it is entered.
•
1.5.1.1 DEVICE SUBSCRIPTIONS CONFIGURATION
A pop-up configuration window is used when adding, editing, or viewing a device
subscriptions.
•
Select Show Tools Panel
, if the tools are hidden.
See Tools for more information on these options.
The window contains the General tab to edit the fields listed in Device Subscriptions.
When viewing or editing a device subscription, the History tab lists the field settings from
each time the customer account was updated.
1.5.1.1.1 General Tab
The General tab defines the subscription by identifying the account and the device to
which the subscription is applied.
•
When adding a subscription, Account ID and Device Model are selected from dropdown menus. These fields cannot be edited after the subscription is created.
–
Select the Account ID first. The system determines what device models are
available for that account.
•
The PO Number is optional.
•
Notes provides an optional text field to add comments when adding or editing a
device subscription.
•
The Subscription ID (Edit and View windows only) is generated after the Device
Subscription is created and saved. The Subscription ID is the key or token that is
entered on devices to allow the device to be added to NCS.
See Tools for more information on adding, editing, viewing, and deleting device
subscriptions.
1.5.2
Storage Subscriptions
NCS provides cloud storage for video. The Storage Subscription option provides the tool
to add and allocate storage for devices. A Remote Video Storage (RVS) subscription is
automatically allocated when a device subscription is created. The customer is allocated a
specific amount of space for each device. Additional space can be purchased.
•
Select Subscriptions > Storage Subscriptions from the main menu.
The Storage Subscriptions page lists the storage information by customer;
•
Account ID: the ID assigned when the customer account was created.
•
Company Name: the customer who purchased the subscription.
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•
Subscriptions
GBs: the amount of space for that video storage profile, in gigabytes, that is allocated
for the selected account.
1.5.2.1 STORAGE SUBSCRIPTIONS CONFIGURATION
Storage Subscriptions can viewed, and can only be edited after new storage subscriptions
is added.
•
PO can be entered when additional storage space is purchased. The field is optional,
and can be edited, if necessary.
1.5.2.1.1 Adding Cloud Storage
Additional storage can be purchased.
1. Select Show Tools Panel
, if the tools are hidden.
2. Select an Account ID from the table.
3. Click Edit.
4. Click Add
in the Storage Configuration window.
5. Select the Storage Size (GBs) from the drop-down menu.
6. Enter the PO Number for the purchase. This field is optional.
7. Click Continue to save the changes.
–
Click Cancel to exit the pop-up window without saving the changes.
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Accounts
1.6 ACCOUNTS
The Accounts option allows the creation and management of users for the Partner Portal,
and the configuration of company settings.
•
Company Settings provides information about the partner.
•
Users are the people granted access to use the Partner Portal to manage customer
accounts.
Note:
1.6.1
These roles and user accounts are not applied to the NCS Customer Portal, or the
devices attached to NCS. This setting does not provide access to Customer Portal
or the registered devices.
Company Settings
Company Settings can be viewed or edited.
1. Select Accounts: Company Settings from the main menu.
2. Select Show Tools Panel
, if the tools are hidden.
3. Select an item from the table.
4. Click Edit.
This page contains two tabs: General, and Branding.
1.6.1.1 GENERAL TAB
1. Select the General tab, if it is not open.
2. Complete the fields.
–
Partner Name: the company responsible for managing these customers and
sites.
–
Address Line 1 and 2, City, State/Province/Region, Postal Code, Country:
Location information of the site. The address lines can contain a street address,
P.O. box, business name, suite, or other pertinent information.
–
Contact: person responsible for system maintenance and repairs.
Note:
All fields are required except for Address Line 2.
3. Enter email addresses to receive notifications in Account Request Emails. See
Notifications for more information.
4. Click Save
–
to keep the changes.
Click Cancel to exit the configuration window without keeping the changes.
1.6.1.1.1 Notifications
The Partner Portal generates email reports once a day for two types of events:
•
Device Offline: lists the devices that have been off line for more than 24 hours. The
report indicates how long the camera has been off line.
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•
Accounts
Maintenance: lists the devices that have undergone routine maintenance procedures
over the last 24 hours, such as a firmware update.
The NCS Partner Portal sends email notifications with these reports to designated
recipients. These recipients are not required to be Partner Portal users.
1. Open the General tab, if it is not open.
2. Enter email addresses in the Account Requests Emails box. Multiple addresses are
separated by commas.
3. Click Save
–
to keep the changes.
Click Cancel to exit the configuration window without keeping the changes.
If a recipient no longer desires to receive the notifications, simply remove the email
address from the list.
1.6.1.2 BRANDING TAB
Optionally, the Partner Portal can be customized with the partner’s logo. The Branding tab
provides the option to upload the logo, and previews how the image is placed on the portal
banner.
After the logo is uploaded, it is pushed to the Customer Portals managed by that partner.
This logo can be overridden at the customer level, if their branding is enabled, and the
customer uploads another logo. See Customer Information for instructions on enabling
branding.
1. Open the Branding tab.
2. Click Upload.
3. Navigate to the image file.
The image must meet the following criteria:
–
Maximum size: 100KB
–
Required File Extension (file format): .png or .jpg
–
Recommended maximum dimensions: 550px x 100px
4. Follow the prompts to upload the image.
5. Click Save
–
1.6.2
to keep the changes.
Click Cancel to exit the configuration window without keeping the changes.
Users
The Accounts menu provides the tools to manage users of the Partner Portal.
•
Select Accounts > Users from the main menu.
The Accounts: Users page is displayed, listing the available user accounts. User accounts
can be added, edited, viewed, and deleted. See Tools for more information on these
features.
•
Last Name, First Name, Preferred Name: identifies the person to which the account
is assigned.
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•
Accounts
Email: the user’s email address.
1.6.2.1 USERS CONFIGURATION WINDOW
•
Last Name, First Name, Role, Email and Password are required fields.
•
The password must be verified in the configuration window.
•
Middle Name, and Preferred Name are optional.
1.6.2.2 ADDING A USER
New users are created by entering the user’s details.
1. Select Accounts > Users from the main menu.
2. Select Show Tools Panel
, if the tools are hidden.
3. Click Add.
4. Enter the name fields:
–
First Name and Last Name are required.
–
Middle Name and Preferred Name are optional.
5. Enter an Email address.
The user enters this address when logging into the Partner Portal.
6. Two options are available to set the user’s password.
–
Send Set Password Email triggers a message to be sent to the above address.
The email includes a link for the user to set a password.
–
Password and Verify Password allows the password to be set in this dialog. The
user must then be notified of this setting.
These two fields are hidden if the Send Set Password Email checkbox is selected.
7. Click Save
–
to keep the new user.
Click Cancel to exit the pop-up window without saving the new user.
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Chapter 2: Customer Configuration
After the partner account is configured, the partner can create customer accounts, and
provide subscriptions to NCS.
2.1 CUSTOMER REGISTRATION
Customers can submit requests to be added to NCS via an on-line wizard. This wizard
gathers the required information and sends it to the partner.
This portal is unique for each partner, with a URL format of:
https://nlsscloud.com/customer-registration/partner account-id
where nlsscloud.com and partner account id can change.
For example: https://nlsscloud.com/customer-registration/securitypartner
The registration wizard walks the customer through a series of pages requesting
information required to set up the customer account:
•
Account ID: is a unique identifier for the customer account.
•
Company Name: the business organization that owns the account.
•
Master User: the Name and Email (address) are entered for the main user account
responsible for the Customer portal.
•
Contact Name and Phone Number: the contact information for the person
responsible for Customer account.
Summary and verification screens are displayed to complete the submission process.
Customer accounts also can be manually added through the Partner Portal. See
Customer Account Requests in Chapter 1: Partner Configuration for instructions on
processing a customer account request, or manually adding a customer account.
© 2009-2014 Next Level Security Systems, Inc.
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NCS for Sony IPELA Partner Portal User Guide
Customer Response
2.2 CUSTOMER RESPONSE
After a Customer Account Request is approved, an email is sent to the email address
provided for the Master User of the account.
[email protected]
3:55 PM (0 minutes ago)
to me
Thank you for working with <partner>.
Your email <master user@email address> is assigned as the primary user
for your RMS account.
Please click on the following link to set your password.
https://nlsscloud.com/set-password/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxx
Thank you,
<partner>
where <partner> and <master user@email address> contain the appropriate
information, and a link is supplied for the customer to set password for the account.
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