Create & Edit Resource Profiles
- Elliot Dooleysmith
- Anantha Kumar
Each resource added to the system will require a resource display profile.
Your licence determines the maximum number of resource profiles you can create, there are 4 types of licences each offering varying levels of customisation and functionality, see the Licence Tab page for more information on this.
Before a profile can be created a location needs to be created.
See our guide on theLocations Tab to create a location.
To create a new resource profile or edit an existing one.
Open the Resource List screen:
Either:
Click +Create in the top right of the screen to create a new profile.
orClick next to the resource that you want to edit.
The Resource Info form is displayed.
There are up to six tabs for you to work through:
Field | Explanation |
---|
Field | Explanation |
---|---|
Resource Name | Enter the full name of the resource as used in the Resource Server, e.g. Exchange Server resource name. |
Resource Name – Display | Enter an alternative resource name for the display, to use if the name is too long or unsuitable for the displays. |
Licence Type | Select the type of licence that you want to apply to this resource:
|
Space Type | Select whether the resource is a Room, Desk, Assigned, Parking or custom space type. Assigned Spaces are not available for profiles with Rooms Screen licences With the space type Parking, users will be prompted to enter a booking reference (car registration or driver name) when booking via a touch screen. |
Assigned User | Choose the user you would like to Assign to this space. |
Qubi | Select Yes if you are using Qubi devices with this profile. |
Location | Set the location of the resource. |
Enable Ring Fence | Enabling this will allow for resource nearby to be selected for ring-fencing. |
Ring Fenced Spaces | Enter the name of the resource profiles you wish to be included in this resources ring-fence. |
Complete the Resource Information section to specify the information that is displayed when the optional Info icon is selected on the resource screen:
Fiels | Explanation |
Occupancy | Enter the number of people that this resource (normally a room) can seat. |
Resource Information Image | Upload an image for the resource. |
Equipment | Select the equipment available for the selected resource. Equipment is managed in System Settings. |
Show Info Icon | Select ‘No’ if the Information button is not required at the bottom of the display. The default setting is ‘Yes’. |
Search Icon | Custom values for use with the new kiosks advanced search. |
Report Equipment Problem | This option is enabled by default. Setting this option to Off will restrict users from being able to report issues with equipment. |
Resource Description | This can detail any other relevant information required to be displayed about the resource. |
Complete the Display Settings (Basic):
Â
Field | Explanation |
---|
Field | Explanation |
---|---|
Screen Background Image | Set a background image for the Display Profile. |
Graphical Time bar | Enter the number of hours to be displayed on the time bar for a resource. |
Time bar Start Hour | Setting this value will lock the time bar to only display a selected time period, choose 0 to allow the time bar to always show the current time. |
Stylesheet | Select the stylesheet to be used for the display. |
Show Booked By | Enabled by default. |
Show Session Status | Used to show or hide a particular room screen, e.g. 'Session in Progress – Ending in X min(s)'. |
Hide Attendees for Private Session | When enabled the attendee list for Private Sessions will be hidden. |
Complete the Display Settings (Advanced):
Field | Explanation |
---|
Field | Explanation |
---|---|
Advanced Display | Select 'Timed Page Sequence' to alternate between displaying the resource screen and the Content-Type specified in the next item. |
Content Type | If you have selected 'Timed Page Sequence' above, you may select 'Additional Language Screen' or 'Content URL' here. |
Content URL | Specify the URL path to the external content. |
Specify the URL path to the external content.
Click Save.
The Connection Properties tab is used to specify the details required to connect to the resource server:
Field | Explanation |
---|
Field | Explanation |
---|---|
Booking System | Use the dropdown list to choose the booking system this profile will connect with. |
Resource Email | Enter the email address for the resource. |
Specify Credentials | By default account credentials configured in System Settings will be used. |
Host Name | This is the connection address for the external booking system. |
Resource Server Port | Enter the HTTP/HTTPS port number. |
Resource Login User ID | Enter the login user-id and password for the resource. |
Resource Login Password | The password is normally case sensitive. |
Resource Login Domain | Enter the login domain for the resource. |
Use Graph API | To use Microsoft Graph API follow our guide on how to configure. |
Use OAuth | OAuth is only available for Microsoft Exchange/Office 365. Follow our guide on how to configure OAuth. |
Enter the login domain for the resource.
Click Save.
The Interactive tab is used to configure which interactive options are available on-screen or via a connected device.
By default most of these settings will use System or Location-based Settings, however, if specific settings are required for just the selected profile they can be modified here.
Field | Explanation |
---|
Field | Explanation |
---|---|
Interactive | By default, this value is set to Yes. |
Maximum Duration of Individual Booking | This setting will block any reject any bookings which are longer than the configured number of minutes. |
Book section:
Â
Field | Explanation |
---|
Field | Explanation |
---|---|
Display Book Button | This value is used to allow users to create bookings for this profile in ResourceXpress. |
Authenticated? | If set to Yes users must enter their credentials before being able to create a new booking. |
Book in User’s Calendar | Enabling this feature will create the booking in the Organisers calendar and invite the resource calendar. This differs from the default operation, where the booking is directly created by the resource calendar. |
Display ‘Custom’ Button | The Custom button allows sessions to be booked later the same day.  |
Booking Title Mandatory | If set to Yes users will be required to enter a value into the Booking Title field. |
Not In Use Dates | When enabled, a list of dates can be added when the resource is not in use. |
Not In Use Days | When enabled, the days of the week are listed. These can be selected to enable Not In Use. Affected profiles will display as Not In Use on the selected days and all actions will be unavailable. |
Mandatory Space Usage Acceptance | This allows for a message to be displayed to all users before they are able to create a booking. This can be useful for return to work, post-covid. |
Check-In section:
Field | Explanation |
---|
Field | Explanation |
---|---|
Auto Cancellation | Select Yes to enable, this will auto-cancel resource reservations when a session is not started using the Check-In button, within the time specified in the following Check-In Starts/Ends settings. The default setting is No. |
Display Check-In Button | If the Auto Cancellation process is not enabled the Check-In button can be optionally displayed to record confirmation of session attendance for reporting purposes. |
Check-In Action Using Mobile App | If enabled, users are provided with a Check-in button in the Mobile App. Enabling Validate using QR Code requires users to scan a unique QR Code before a booking is checked in. |
Check-in Starts | Enter the number of minutes before the scheduled session start time that the Check-In button is available. |
Check-in Ends | Enter the number of minutes after the scheduled session start time that the Check-In button is available. |
Check-In Authenticated? | Options other than 'No' allow the Check-In button to authenticate the user and confirm that the user name is either the session organiser (Booked By user), one of the named attendees (including the organiser) or any valid user. The default setting is 'No'. |
No Show Policy Enabled | This setting can be used to turn on or off the No show policy for recurring bookings. |
Extend section:
Field | Explanation |
---|
Field | Explanation |
---|---|
Display Extend Button | Specify whether you want to show the Extend button on the screen. The default setting is 'Yes'. |
Extend Button Appears | Enter the number of minutes that you want the Extend button to appear before the meeting ends. For example, enter '30' here for the Extend button to appear 30 minutes before the end of the meeting. |
'Extend' Authenticated? | Options other than 'No' allow the user to be authenticated by the Extend button, confirming that they are the session organizer (Booked By user), one of the named attendees (including the organizer) or any valid user. The default setting is 'No'. |
Check-Out section:
Field | Explanation |
---|
Field | Explanation |
---|---|
Display Check-out Button | Specify whether you want to show the Check Out button on the screen. The default setting is 'Yes'. |
‘Check-out’ Authenticated? | Options other than 'No' allow the user to be authenticated by the Check Out button, confirming that they are the session organizer (Booked By user), one of the named attendees (including the organizer) or any valid user. The default setting is 'No'. |
Instant Check-out | Change the way that the checkout button operates for room screens for this resource. |
Use the On-Demand Map/Kiosk sections to configure the popup map/kiosk buttons available on Aura room screens:
Select Yes if you want to display the button, an example is shown below:
Select the map/kiosk profile that you want to display when the button is selected on a room screen.
Examples of how maps and kiosks are displayed are shown below:
On Demand Map:
Â
On Demand Kiosk:
Use the Record Attendance section to record the use of RFID cards.
This is applied to all full resources only (e.g. rooms). Specifying 'Yes' allows users to present their RFID card to record their attendance using the meeting room screen, and allows administrators to view/export a report of users attending a session. This is only applicable for pre-booked sessions. It is disabled for floorplans.
Click Save.
If configuring a Room Screen see Room Screen Security.
If configuring a Qubi see Qubi Settings.
Room Screen Security offers a secure method of allowing only verified devices to access this resource's display profile.
Enter the MAC address for the Aura that will be used for this profile.
Multiple MAC Addresses can be added.
Click Save.
This section contains settings relevant to profiles using a Qubi.
Field | Explanation |
---|
Field | Explanation |
---|---|
MAC Address | This is used to connect the Qubi to this profile. |
Last Known Model | Once the Qubi has successfully connected with this profile this value will display the Qubi Model and Firmware version. |
Instant Booking Duration | This is the default duration of a booking made using the Qubi. |
The next section is specific to using a Qubi3 device.
Field | Explanation |
---|
Field | Explanation |
---|---|
Display Mode | Configures the display mode of Qubi 3 to show either:
|
LED Mode | Enables different combinations of LED bars to be selected to suit the location of the device. |
Enable Auto Firmware Update | This provides per profile setting for overnight firmware updates. |
Enable Check Out Satisfaction Survey | Enabling this feature will ask users to rate their meeting via the Qubi 3. |
Enable Qubi Booking v2022.2 name change | By default this option is enabled. |
Authenticated? | This option works in-conjunction with Enable Qubi Booking. |
Force Reboot | At next live connection (within 60 seconds) force the device to reboot. |
The Philips Hue Integration section is only required when connecting Qubi devices with Philips Hue lights
Field | Explanation |
---|
Field | Explanation |
---|---|
Philips Hue Integration Enabled | Enabling this allows ResourceXpress to control Philips Hue lights. |
Hue Bridge IP Address | Enter the IP Address of the Philips Hue Bridge Gateway, to allow ResourceXpress to communicate with the Hue Lights. |
Hue Light ID | Enter the individual ID of the Philips Hue Light that is to be controlled by ResourceXpress for this profile. |
Click Save.
- style