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Subscriber Information

Subscribers

The Subscribers section provides you with the capability to create and maintain an active list of all subscribers (within your infrastructure) in the cairs.net system. Anyone who receives any type of service should be included in the list of subscribers allowing you to bill him or her for the services your organization provides. During installation a Unique Communications installer assists the administrator (or someone designated by the administrator) in setting up the subscriber information.


Subscriber Information

When you open the General – Subscriber window, there are three panes of information.  The Subscriber Information pane displays basic information, such as, name, rank, organization, site, etc.  The Notes pane displays all created notes for the subscriber.  The Related Set Devices displays the sets the subscriber is associated to as well as the port name, set type and set template.  

Adding a New Subscriber

1.       Click Subscribers.

2.       Within the Navigation pane, click Subscribers.

3.       There are two ways to add a subscriber:

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Subscribers.

·         Within the Actions pane, click Add New Subscribers.

4.       With either option, the General - Subscriber window opens. Complete the following Subscriber information (required fields are marked with an asterisk (*)):

·         Site* – click the drop-down arrow and select a site from the list. The site drop-down list displays the bottom-most site first. After the ~~ is the complete path to the site. Each site level is separated by a >.

·         Organization – click the drop-down arrow and select an organization from the list. The organization drop-down list displays the bottom-most organization first. After the ~~ the complete path to the selected organization displays. In the example below, we selected Documentation, which is a child to Development and Unique. Each level of the organizational tree is separated by a >.

 

 

Once you select an organization, the complete path displays within the field.

·         Organization Path – After you save and close the record, this field populates with complete path of the organization starting with the parent and moving to the child. Each level of the path is separated by a >.

·         Organization TCO – click the drop-down arrow to access a list of TCO groups within your database.  From the list, select the TCO to associate to the subscriber. 

! Once you Save & Close the record, the TCO field becomes read-only.  You will not be able to modify the TCO information.

·         Authorized – when checked, indicates the subscriber is authorized to register for Subscriber Portal access.

·         Disabled – when checked, indicates their account has been disabled. The user will receive a message letting them know their account has been disabled.

·         Last Name – type the subscriber’s last name.

·         First Name – type the subscriber’s first name.

·         Middle Name – type the subscriber’s middle name.

·         User Name – type the user name chosen by the subscriber to access their subscriber information.

·         Alt Sub Number – type the alternate subscriber number.

·         Rank – click the field to access a drop-down list and from the list, select the rank.

·         Branch – click the field to access a drop-down list and from the list, select the branch.

·         Grade – click the field to access a drop-down list and from the list, select the grade.

·         Rate – corresponds to the rate of pay.

·         Credit Limit – click the field to access a drop-down list, from the list, select the credit limit.

·         TCO – click the field to access a drop-down list and from the list select the TCO.

·         Commanding Officer – click the field to access a drop-down list and from the list, select the Commanding Officer.

·         Publishing Option* – click the drop-down list, select one of the following publishing options:

·         Published – if selected, this listing displays in any printed or online directory.

·         Non-published – if selected, this listing will not appear in any printed or online directory.

·         Classified – if selected, this listing displays in the classified directory only.

·         Temporary – if selected, this displays as a temporary listing.

·         Both Published and Classified – if selected, the listing displays in both the published and classified directory.

·         Alternate – if selected, the Alternate Number that displays in the Alt Number field displays in place of the original number in both the printed and online directories.

·         Job Description – type the job description information for the subscriber, if applicable.

·         E-Mail Address – type the subscribers e-mail address.

·         Contact Phone Number – type the contact phone number of the subscriber.

·         Key Word – type a name allowing operators to perform a more precise subscriber search. For example, if the Subscribers last name is Smith, a key word can be the first name.

·         Date Added* – this field auto-populates with the current date. To change the date, click the field to access a drop-down calendar and from the calendar select the date to add the subscriber. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·         Account Type* – click the field to access a drop-down list and from the list select whether the subscriber account is official or unofficial.

·         Comments – comments can be added when registering.

·         Subscriber Misc 1 – 5 – use these fields to enter in any further subscriber information

·         Is Portal Administrator – if this subscriber is your Subscriber Portal administrator, click the field to insert a checkmark in the field.  This allows the subscriber to see Configuration menu option when they access the portal.  

5.       To add another subscriber, click the Save & New button within the Actions ribbon group and repeat step #3.

6.       Within the Actions ribbon group, click Save (to save and stay) to continue working with the subscribers, or click Save & Close (to save and exit) to return to the Subscribers list.

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Adding a Subscriber from Active Directory

1.       Click Subscribers.

2.       Within the Navigation pane, click Subscribers.

3.       There are two ways to add a subscriber from Active Directory:

·         Within the toolbar directly above the Subscribers list, click the Add Subscriber from Active Directory link.

·         Within the Actions pane, click the Add Subscriber from Active Directory link.

4.       The Provide Active Directory Credentials window opens. Log in with your Administrator Name, Administrator Password, and Domain.

5.       Click the OK button.

6.       The Active Directory list displays. Within the Active Directory list:

·         Search for a Subscriber by typing the subscriber name or portion of the name in the text box. The list displays all subscribers containing the portion of the search characters. For example, if the search parameter typed in is ‘Len’, anywhere “len” displays in the active directory listings displays (highlighted fields display the search characters) within a new list. To return to the full list of users after a search, click the red X within the search parameters box. Sort the list by clicking any column header. For example, click the Username column header to sort the list alphabetically by user name.

7.       Within the list, double-click the subscriber name to add. The Subscriber window opens with the Last Name, First Name and User Name populated with the Active Directory information.

8.       Type the remaining subscriber information.

9.       To add another subscriber, click the Save & New button within the Actions ribbon group and repeat
steps #6 - 8.

10.   When you have completed entering the information, click Save & Close, within the Actions ribbon group.

11.   The Active Directory list remains open until closed allowing the administrator to add multiple subscribers without having to log in each time. To close the Active Directory list, click the red X in the upper-right-hand corner of the window.

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Viewing Subscriber Records

1.     Click Subscribers.

2.     Within the Navigation pane, click Subscribers.

3.     Depending on the amount of records you have within your database, the Subscriber 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 then click the magnifying glass.

·         Click the Show All button.

4.   There are several additional viewing options for subscribers, within the Views pane, click the option button next to one of the following options to have cairs.net sort the subscriber list based on the common characteristic:

·         Simple List

·         Requesting SP Access

·         Rank

·         Publishing Option

·         Site

·         Organization

·         Authorization Codes

·         Official Accounts

·         Unofficial Accounts

·         Unofficial Detail

·         Account Current

·         TCO Groups

·         Subscriber Notes

·         Disabled Subscribers

5.   Each of the 14 viewing options sorts the list and puts the records into groups. Click the plus sign (+) next to each group to drill down to individual records. Double-click the record to view it in detail.

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Modifying an Existing Subscriber

1.       Click Subscribers.

2.       Within the Navigation pane, click Subscribers.

3.       Depending on the amount of records 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 then click the magnifying glass.

·         Click the Show All button.

4.       Once the list populates, double-click the subscriber needing modification. The General – Subscriber window opens.

5.       Make any necessary modifications. Remember, any field with an asterisk (*) is required. For information on each field, please see Adding a New Subscriber at the beginning of this section.

6.       Once the modifications are complete, click Save & Close within the Actions ribbon group.

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Disabling an Existing Subscriber

1.       Click Subscribers.

2.       Within the Navigation pane, click Subscribers.

3.       Depending on the amount of records 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 then click the magnifying glass.

·         Click the Show All button.

4.       Once the list populates, double-click the subscriber needing modification. The General – Subscriber window opens.

5.       Click the box within Disabled field to insert a checkmark.

6.       Within the Actions ribbon group, click Save (to save and stay) to continue working with the subscribers, or click Save & Close (to save and exit) to return to the Subscribers list.

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Searching for a Subscriber Record

1.       Click Subscribers.

2.       Within the Navigation pane, click Subscribers.

3.       Within the upper-right corner of the window is the search box.

4.       Search for a Subscriber by typing the subscriber name or portion of the name in the text box. The list displays all subscribers containing the portion of the search characters. For example, if the search parameter typed in is ‘Len’, anywhere “len” displays in the active directory listings displays (highlighted fields display the search characters) within a new list. To return to the full list of users after a search, click the red X within the search parameters box.

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Deleting a Subscriber Record

To delete a subscriber record, that subscriber must be free of all assignments.

1.       Click Subscribers.

2.       Within the Navigation pane, click Subscribers.

3.       Depending on the amount of records 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 then click the magnifying glass.

·         Click the Show All button.

4.       Once the list populates, there are three ways to delete a subscriber:

·         Highlight the Subscriber name within the list, and on the toolbar directly above the Navigation pane, click the red X.

·         Highlight the Subscriber name within the list, and within the Actions pane click the Delete Subscribers link.

·         Within the subscriber list, double-click the Subscriber name. The Subscriber window opens. Within the Actions, ribbon group click the Delete button.

5.       Once you click Delete, a message box displays verifying that you really want to delete the Subscriber. Click Yes within the box to continue or No to cancel the operation.  

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