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The data in the GeoTree can be batch imported using an XML Import (Setup Tab -> Configuration -> / Configuration / Import)
Usage Steps
Adding Locations to the GeoTree
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Note: the GeoTree is typically imported or setup when EngageIP is first configured, the steps below demonstrate how to manually add locations to the GeoTree in order to outline it's functionality. |
In the AdminPortal load the Setup page
Click on GeoTree
On the page that loads select the heading you want to create your location under (default heading is 'Everywhere')
To add a location click the Add button
In the text field that appears enter your location name (i.e. North America)
Click the Save button and then "North America" should appear as a new location under 'Everywhere'
To create a location under an existing location simply highlight the existing location and repeat steps 4-6 above (e.g. highlight "United States" click Add, enter "Alaska" and click save).
Adding Patterns
You can add calling patterns and IP ranges to the lowest level of the GeoTree, demonstrated below:
Calling Pattern Configuration
Import / Setup your Geotree GeoTree down to the pattern level (basic sample below) and select the lowest level element in the GeoTree
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Under the 'Patterns For xxxxxxx' heading on the right click on
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the Add button
Name (required): enter a name, typically this would be the pattern, i
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.e
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. 1519249
Country (optional): enter the country the pattern relates to
State (optional): enter the state/province/territory the pattern relates to
City (optional): enter the city the pattern relates to
Lata (optional): enter the LATAthe pattern relates to
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Click Save or Save/New if you wish to add another pattern
IP Range Configuration
The IP Configuration is very similar to the Calling Pattern configuration simply configure the GeoTree structure (e.g. /Everywhere/North America/Canada/Bell Mobility) and then define the IP range at the pattern level (e.g. set the Pattern Name as the IP range: 216.208.xxx.xx/27)
Adding UDR Location Groups
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Permissions Required: |
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UDRLocationGroup role permission rights will need to be granted to users who need to View (List), Add, Delete or Edit UDR Location Groups. See the Roles – Adding Roles, Setting Role Permissions and Importing guide for instructions on adding permissions. |
Using UDR Location Groups you can setup custom areas (groups of locations) that a rate can be applied to (for example an area that spans multiple countries). Below this process for setting up location groups is outlined:
Load the Setup page
Click on UDR Location Groups
On the UDR Location Groups page that loads click on the Add button to the right
Enter a name for the Location Group (e.g. /Everywhere/North America/Canada)
Click the Save button, or Save/New if you wish to add an additional UDR Location Group
On the specific UDR Location Group page click on the Add button under the UDR Locations section
On the Add page that loads click the magnifying glass icon next to the text box to bring up the "Select a location" pop-up window
On the pop-up window you will see the GeoTree. Expand the tree as needed to locate the area you want included in the UDR Location Group you are setting up (e.g. "Ontario")
After you have selected a location click the Save button
Repeat steps 6-9 to add additional locations from the GeoTree to your Location Group
Purging the
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GeoTree in Development Environments
If you wish to purge the GeoTree and re-import it in a test environment, you can do so by truncating the following tables:
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