Create a Site or Demo Site
Creating a Site
A customer's site is first created and then configured in the Gallagher SMB Installer Portal.
Log into the SMB Installer Portal.
Login details can be requested through Gallagher Sales Order Management team.
Click the + ADD NEW SITE button located at the top of the screen.
The 'New Site' wizard displays.
Enter a Name for the site.
It is important to consult with the customer to identify a meaningful name for the site - as well as areas, doors, inputs, and outputs - as these names will appear in the Gallagher SMB App.
Select the Timezone, Country and Address of the site.
Ensure you select the appropriate 'Country'. The associated country code is used as the default dialling prefix (country code) when adding phone numbers in the Gallagher SMB App.
Click Next.
The Key Account Holder screen displays.
Enter the Name, Email and Cellphone number of the key account holder.
The key account holder should be the main point of contact at the customer’s site and they will be the first person to receive access to the SMB security solution. An invitation is sent to this person once the site is activated.
Click Next.
The Setup screen displays.
Select the appropriate Configuration Template. If you select 'NZ AU Base Kit' or 'USA Base Kit', after you click 'SAVE', the site is given a default configuration as outlined in Default configuration overview. If you select 'NZ AU Controller Only' or 'USA Controller Only', the site will only have a Controller added by default.
Select the Billing Frequency. The available options are Monthly and Annually. Subscription billing commences once the site is activated.
Enable the Site uses tags check box if the site will be issuing key tags to users. This will enable the key tag assignment and management functionality within the Gallagher SMB App.
Tags are considered a single-factor credential. If tags are used for access, the area the doors are associated with must be configured to disarm with a single-factor authentication. This is part of the Area configuration lightbox.
Click the Save button.
The site is created, and the default configuration is displayed.
Demo Sites
About Demo Sites
The Demo Site workflow is designed to provide SMB Partners with a platform to train technicians to configure SMB Sites. Demo Sites can also be used for promoting the solution to potential customers. All SMB Partners have a default of five (5) Demo Sites available to configure. Demo Sites can be deleted at any stage in the process and are non-chargeable. If you require more than five demo sites at one time, please contact your Gallagher representative with an explanation so this can be adjusted in the system.
Demo Sites can have hardware allocated to them and they can be fully activated and used in the same way as a real site. By activating the site, SMB Partners can demonstrate the registration process and SMB app to potential customers.
Demo Sites are not development sites and are not monitored by Gallagher's development teams. Demo Sites should be used for training and promotion only.
Creating a Demo Site
Log into the SMB Installer Portal.
Login details can be requested through Gallagher Sales Order Management team.
Click the SUPPORT tab at the top of the screen.
Under 'Manage Demo Sites', click the + ADD NEW DEMO SITE button.
The 'New Demo Site' wizard displays.
Enter a Name for the site. The name of the site, areas, doors, inputs, and outputs will appear in the Gallagher SMB App.
Select the Timezone, Country and Address of the site.
Ensure you select the appropriate 'Country'. The associated country code is used as the default dialling prefix (country code) when adding phone numbers in the Gallagher SMB App.
Click Next.
The Account Holder screen displays.
Enter the Name, Email and Cellphone number of the key account holder.
The key account holder should be the main point of contact at the customer’s site and they will be the first person to receive access to the SMB security solution. An invitation is sent to this person once the site is activated. As this is a demo site, it can be the Technician.
Click Next.
The Setup screen displays.
Select the appropriate Configuration Template. Once the site creation wizard is completed, this template provides a default configuration for the site.
Select the Billing Frequency. This defaults to non-chargeable. No subscription is charged for Demo Sites.
Enable the Site uses tags toggle if the site will be issuing key tags to users. This will enable the key tag assignment and management functionality within the Gallagher SMB App.
Tags are considered a single-factor credential. If tags are used for access, the area the doors are associated with must be configured to disarm with a single-factor authentication. This is part of the Area configuration lightbox.
Click the Save button.
The Demo Site is created, and the default configuration is displayed.
All other configuration procedures are the same as a real site, as is outlined in the Installer Help, documentation, and training videos.
Identifying Demo Sites
Demo Sites will appear on the SITES tab. They can be identified within the list by the word '(Demo)' that appears after their status in the 'Status' column. Demo Sites will also appear under the 'Manage Demo Sites' section in the SUPPORT tab.
Deleting a Demo Site
Log into the SMB Installer Portal.
Login details can be requested through Gallagher Sales Order Management team.
On the SITES tab, use the search box to search for the Demo Site to be deleted, or go to the SUPPORT tab to see a list of Demo Sites.
Click on the site that is to be deleted.
Click SITE DETAILS on the right-hand side of the screen.
The 'Site Details' lightbox displays.
Click the DELETE button.
A warning displays.
Click OK to delete or CANCEL to return to the site configuration page.
Once a Demo Site is deleted, there is no further record of this site. Gallagher does not store any history, events or users’ details about the site.
Reusing the Demo Site Controller
If a Controller was assigned to a site that was deleted and you wish to use the Controller for a different site, the previous site’s configuration must be cleared from the controller. To clear a Controller’s configuration, refer to Clearing the Controller's configuration in the topic 'Bring Controller online'.
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