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      My Dashboard

      A how-to guide to My Dashboard portal including topics such as creating companies, billing groups, whitelists, and packages templates

      Table of Contents



      Uses

      My Dashboard can be used in several ways. Namely:

      1. To view CDRs
      2. To view location updates
      3. To troubleshoot
      4. To create new inventories
      5. To create new billing groups
      6. To manage SIM cards
      7. To create whitelists
      8. To create packages templates 

       

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      How to Navigate My Dashboard

      After logging in, the user will see a number of menus and icons on the screen. On the top right corner, there are icons for notifications, support, administrative settings, and general account settings.

      Screen Shot 2023-01-30 at 3.48.37 PM-1

      On the left hand side, there are two menus: Networking View and Provisioning.

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      Under Networking View, the user will find: CDRs, Location Updates, and Troubleshooting.

      Screen Shot 2023-02-01 at 11.09.43 AM

      Under Provisioning, the user will find Inventories, Companies, Billing Groups, SIMs, Whitelists, and Packages.

      Screen Shot 2023-01-30 at 3.50.26 PM

      Note: Depending on the access level of the user, some menu options may not be available.

       

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      Networking View 

      CDRs

      To view CDRs: 

      1. Go to Networking View > CDRs 
        Screen Shot 2023-02-01 at 11.10.59 AM
      2. Type or paste the ICCID number into the search bar and click search
        Screen Shot 2023-02-01 at 11.14.04 AM
      3. Select specific CDR
        Screen Shot 2023-02-01 at 11.28.10 AM

      Among other information, user will see the following:

      1. Country & Mobile Network
      2. ICCID 
      3. MCC MNC
      4. IMSI Profile ID
      5. IP (This is not a public IP address)
      6. Package Template (including throttles)
        Screen Shot 2023-02-02 at 10.20.20 AM

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      Locations Updates

      The Location Updates section gives the user general information about when and where the device was last updated. Each time the SIM goes offline and comes back online, a new location update is added to the list.

      1. Type or paste the ICCID number into the search bar and click search.
        Screen Shot 2023-02-02 at 10.21.45 AM

      User will then see the following:

      1. Event Date (UTC)
      2. IMSI profile ID (each IMSI may have a different rate)
      3. User Location
      4. Carrier
        Screen Shot 2023-02-02 at 10.24.06 AM

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      Troubleshooting (Tab)

      To see if there is a live data session go to Networking View > Troubleshooting 

      1. Type or paste the ICCID number, and click Submit.
        Screen Shot 2023-02-02 at 10.26.58 AM

      If there is a live data session, it will be displayed here.

      Screen Shot 2023-02-02 at 10.27.52 AM

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      Company Creation Flow for Resellers  

      1. Create a Company
      2. Create an Inventory
      3. Configure the Inventory
      4. Create a Billing Group
      5. Request SIMs be transferred from parent (Pond) inventory to child (reseller) inventory
      6. Create a Package Template and Apply to SIMs
      7. Create a Whitelist and Apply to SIMs (optional)

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      Creating a Company

      1. Click on Provisioning 
      2. Click on Companies
      3. Click on Create Company 
        Screen Shot 2023-01-30 at 4.01.30 PM
      4. Enter the company name 
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      5. Enter the company's contact email address.
        Screen Shot 2023-01-30 at 4.07.23 PM
        Note: Enter an email address such as employee@company.com in this field 

      6. Review Submission

        Screen Shot 2023-01-30 at 4.07.33 PM
      7. Create a company

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      Creating an Inventory

      1. Click on Provisioning 
      2. Click on Inventories 
      3. Click on Actions 
        Screen Shot 2023-01-30 at 4.17.38 PM
      4. Select Create Inventory
      5. Select the company the new inventory is for
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      6. Select the parent inventory
        Screen Shot 2023-01-30 at 4.20.32 PM
      7. Enter a name for the new inventory
        Screen Shot 2023-01-30 at 4.21.44 PM
      8. Select a display currency
        Screen Shot 2023-01-30 at 4.22.49 PM
      9. Review Submission
      10. Create Inventory

      Note: It can take up to 15 minutes for a new inventory to appear on My Dashboard.

      By clicking on an existing Inventory ID, the user can see all of the available inventory details, as well as billing details.

      In the Profile Configuration tab, the user can import and export network access and rates sheets, which are necessary steps to configure an inventory. By making changes to the network access file, you can "allow" or "block"  access to certain countries, IMIs, and networks.

       

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      Configuring an Inventory 

      Update network access file by following these steps:
      1. Download an existing network access file from another inventory to view/modify entries.
        Screen Shot 2023-01-31 at 1.26.06 PM
        Screen Shot 2023-01-31 at 1.28.18 PM
        Screen Shot 2023-01-31 at 9.50.08 AM
      2. Open file in Excel
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      3. Filter only the countries, IMSIs, and carriers that you want to allow access to
        Screen Shot 2023-01-31 at 9.55.22 AM
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        Screen Shot 2023-01-31 at 9.59.13 AM
      4. Copy filtered data  (all the other options will be blocked)
        Screen Shot 2023-01-31 at 10.00.20 AM
      5. Create a new spreadsheet
      6. Paste data (these are the features your SIMs will have access to)
      7. Set Data to "ALLOWED" and Voice to "PILOT".
        Screen Shot 2023-01-31 at 10.02.46 AM
      8. Save as a CSV file.
        Screen Shot 2023-01-31 at 10.04.42 AM
      9. Click on Inventory ID of inventory you wish to configure 
        Screen Shot 2023-01-31 at 10.05.54 AM
      10. Go to Profile Configuration tab > Network Access,
      11. Import CSV file created in step 8.
        Screen Shot 2023-01-31 at 10.07.07 AM

      Update rates sheet following these steps:

      1. Download an existing rates sheet from another inventory to view/modify values.
        Screen Shot 2023-01-31 at 10.09.00 AM
      2. Filter and input rates needed
      3. Save as CSV file.
      4. Click on Inventory ID of inventory you wish to configure 
      5. Go to Profile Configuration tab > Rates
      6. Import CSV file created in step 3
        Screen Shot 2023-01-31 at 10.11.49 AM

      Note: Rates define how much customers will be charged per MB in each network

       

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      Creating a Billing Group 

      1. Click on Provisioning 
      2. Click on Billing Groups
      3. Click on Actions 
      4. Select Create Billing Group
        Screen Shot 2023-01-31 at 10.13.10 AM
      5. Select the inventory you are creating a billing group in
        Screen Shot 2023-01-31 at 3.50.58 PM
      6. Enter the name of your billing group
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      7. Enter the billing group's balance
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      8. Enter the billing group's overdraft amount
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      9. Review Submission
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      10. Create Billing Group
        Screen Shot 2023-01-31 at 10.21.38 AM

      Note: After the billing group has been created, the rates need to be added similarly to how its done for an inventory 

       

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      Creating a Package Template

      1. Click on Provisioning 
      2. Click on Packages
        Screen Shot 2023-01-31 at 10.24.10 AM
      3. In the Package Templates tab, click on Actions 
      4. Select Create Package Template
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      5. Select the inventory you are creating a package template for 
        Screen Shot 2023-01-31 at 10.26.40 AM
      6. Enter the new package template name
        Screen Shot 2023-01-31 at 10.27.28 AM
      7. Select a Traffic Policy (This list covers most case scenarios. Custom ones can be created if needed) 
        Screen Shot 2023-01-31 at 10.28.22 AM
      8. Supported Countries. Start typing countries names and suggestions will appear 
        Screen Shot 2023-01-31 at 10.30.59 AM
      9. Make the following allowances:
        1. Voice Usage: 0 min.
        2. Data Usage: total amount of data in KB
        3. SMS Usage: 0 SMS(s)
          Screen Shot 2023-01-31 at 10.33.48 AM
      10. Fill out/Select the appropriate options under Activation Policy
        1. Activation Expiry: 744 Hours
        2. Activation Type: First Location Update Event 
        3. Earliest Activation: 1st of the current month, 00:00
        4. Duration Type: Dynamic Duration
          Screen Shot 2023-01-31 at 10.37.20 AM
      11. Select Date & Time Range under Availability Policy
        1. Earliest Available: Today's date, 00:00
        2. Latest Available:  10 years from yesterday's date, 00:00
          Screen Shot 2023-01-31 at 10.38.42 AM
      12. Add Notes if needed
        Screen Shot 2023-01-31 at 10.39.50 AM
      13. Review Submission 
      14. Create Package Template

        Note: If a package is created with a dynamic duration, an automation should be created for monthly renewal since dynamic duration will terminate the package at the end of the month and automation will create and apply a new one at the start of the month. 

         

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        Creating an Automation 

        1. Click on Provisions
        2. Click on Packages
          Screen Shot 2023-02-01 at 10.56.48 AM
        3. Go to Automations tab
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        4. Click on Actions
        5. Select Create Automation
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        6. Enter Automation Name (for example, package name)
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        7. Select Package Template 
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        8. Enter comma-separated list of SIM's the automation will be applied 
          Screen Shot 2023-02-01 at 11.03.15 AM 
        9. Select automation start date and time: Today's date 00:00
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        10. Select interval of the automation: 1st of the month 
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        11. Review Submission
        12. Create Automation

        Creating a Whitelists 

        Whitelists are used to allow/block certain countries, IMSI profiles, operators (carriers) and services (voice, SMS, data).

        1. Click on Provisioning
        2. Click on Whitelists
          Screen Shot 2023-01-31 at 10.47.06 AM
        3. Click on Actions
        4. Select Create Whitelist
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        5. Enter the name of your whitelist 
          Screen Shot 2023-01-31 at 10.49.07 AM
        6. Select the inventory you are creating a whitelist in
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        7. Select how you would like to configure the whitelist entries (namely, Clone or Upload)
          Screen Shot 2023-01-31 at 10.53.04 AM
        To create configured entries CSV file follow these steps:
        1. Export main network access file (Inventories > Profile Configuration Tab > Network Access > Export CSV > Open downloaded file
        2. Filter countries, IMSI profiles, and operators SIM will be ALLOWED in. For example:
          1. Countries: USA, Canada, and Mexico
          2. IMSIs: 2, 10, 22, and 23
          3. Carriers: AT&T and T-Mobile only in the US, All networks in other two countries 
        3. Copy and paste filtered data into a new spreadsheet
        4. Make changes needed. (Use keywords "ALLOWED," "BLOCKED," and "PILOT" where appropriate)
        5. Close original spreadsheet without saving changes 
        6. Save new spreadsheet as a CSV file and upload CSV file (see Step 7 above)
        To view existing Whitelist:
        1. Click on Whitelists (under Provisioning) > Search for Whitelist > Click on Whitelist ID 
          Screen Shot 2023-01-31 at 3.59.12 PM

        Open the new whitelist. You should see following tabs:

        • Overview
        • Whitelist Entries (You can look at the IMSIs and networks allowed under a particular country by clicking on it, or you can export a CSV file and search/filter for the information you need). To allow any networks, you can change them manually and save the changes.
        • Applied SIMs. Click here if you want to apply SIMs to your whitelist. You can search and apply individual SIMs or multiple ones by clicking Advanced Filters and entering ICCID Range From and ICCID Range To


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        Changing a Whitelist

        1. Click on Provisioning 
        2. Click on SIMs
          Screen Shot 2023-02-01 at 9.48.19 AM
        3. Type in or paste the ICCID and search
        4. Select the SIM from the list of results 
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        5. Select Whitelist
          Screen Shot 2023-02-01 at 9.52.09 AM
        6. Go to the Applied SIMs tab
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        7. Input the ICCID again and search
        8. Select the SIM from the list of results Screen Shot 2023-02-01 at 9.56.38 AM
        9. Click on Actions
        10. Select Change Whitelist
          Screen Shot 2023-02-01 at 9.57.35 AM
        11. Search and select the new whitelist to link the selected SIM(s) to
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        12. Review selected items
          Screen Shot 2023-02-01 at 10.07.51 AM
        13. Confirm
          Screen Shot 2023-02-01 at 10.08.53 AM

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        Adding Users

        To add a new admin user for a particular company, do the following:

          1. Login as company admin
          2. Click on Administrative Settings
          3. Select User Management
            Screen Shot 2023-02-01 at 10.27.07 AM
          4. Go to Invite New User tab  
            Screen Shot 2023-02-01 at 10.30.47 AM
          5. Enter the new user's email address (for Pond Mobile employees being added as admin users, email used should follow the format firstname.lastname+#@pondmobile.com, where # is a different number for each company he/she is added as an admin)
        Screen Shot 2023-02-01 at 10.32.00 AM
        1. Select the user's permission group(s) (Root Admins permission group exists by default, other permission groups can be created)
          Screen Shot 2023-02-01 at 10.34.32 AM
        2. Send invite
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        New user will then follow these steps:

        1. Open email invitation
        2. Click on link
        3. Enter required personal information and create password

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        Managing Users

        To create other permission groups, follow these steps:

        1. Login as company admin 
        2. Click on administrative settings (briefcase icon) 
        3. Select User Management 
          Screen Shot 2023-02-01 at 10.44.44 AM
        4. Under Permission Groups tab, click on Create Permission Group
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        5. Enter a name for the new permission group
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        6. Review submission 
          Screen Shot 2023-02-01 at 10.47.46 AM
        7. Create Permission Group
          Screen Shot 2023-02-01 at 10.48.42 AM

        To give different permission groups access to different functionality in the portal, follow these steps:

        1. Login as admin
        2. Click on administrative settings
        3. Select User Management 
        4. Click on permission group you wish to change
          Screen Shot 2023-02-01 at 10.49.59 AM
        5. Click on the Permission Settings Tab
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        6. Click Edit and check appropriate boxes
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          Screen Shot 2023-02-01 at 10.52.17 AM
        7. Review Changes 
          Screen Shot 2023-02-01 at 10.53.05 AM
        8. Confirm Changes
          Screen Shot 2023-02-01 at 10.54.29 AM

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        Troubleshooting (Steps)

        If a SIM doesn't work properly, check the following:

        1. The device has Data Roaming option ON 
        2. The device has APN set to "pnd" (in US), "rh" (in Europe), "globaldata" (everywhere else) 
        3. Make sure the company's inventory is configured correctly.
          1. Network Access and Rates files have been imported in the right format (CSV file) 
          2. The correct countries, IMSIs, carriers, etc. have been "ALLOWED"
          3. Rates have been entered for "ALLOWED" countries, IMSIs, carriers.
        4. Make sure the SIM's Billing Group is configured correctly.
          1. Rates file has been imported
          2. Rates have been entered for the appropriate countries, IMSIs, carriers, etc.
        5. Make sue the SIM has an available (or active) package that activates on first location update, with the required data limit, supported countries, and duration.
        6. If package template duration is set to "Dynamic", then make sure there is a corresponding automation in place for monthly renewal.
        7. If SIM is "Draining from Billing Group Balance," a data package is not needed. What is needed is for the Billing Group to have a remaining Balance to drain from. Also, see step above about Billing Group rates.
        8. To identify potential causes of issues search for ICCID on CDRs, Location Updates, and Troubleshooting tabs under Networking View:
          1. Check for usage, locations updates (for example, very frequent), open data sessions (for example, zero, one, multiple). Things to look for include dates, times, durations (short and in rapid succession can trigger SPAM Control), networks, IMSIs, connection status (pilot, data allowed), etc.

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