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Getting Started

The following identifies the recommended steps to create and configure content for ¶¶ÒõDigital Menu Boards (XDMB).

To access the XDMB utilities:

  1. From the upper-right of the ¶¶ÒõCloud Portal, open the 4-dot menu.

  2. From the 4-dot menu, select Digital Menu Board.

    Getting_Started.png

    Access the XDMB utilities from the menu pane on the left:

    Xenial_Digital_Menu_Boards_Overview.png

Step 1: Add Day Parts

¶¶ÒõCloud Portal4-Dot MenuDigital Menu BoardDay Parts

A "day part" identifies a segment of the business day, for example, Breakfast, Lunch, and Dinner. Day parts are used on Schedules to control the XDMB content that is displayed during specific times of the day.

Use the Day Parts utility to add and manage the day parts that are available for selection when creating a Schedule. The following provides an overview of the homepage of the Day Parts utility:

Day_Parts.png

1

Add Day Part

Create a new day part.

2

Day Parts

Specifies the name of the day part.

Use the control to the left of the listed day parts to sort them in the desired sequence.

3

3-Dot Menu

From the dropdown, select an action to perform on the day part:

  • Edit - Edit the name of the day part.

  • Delete - Delete the day part.

Add Day Part

¶¶ÒõCloud Portal4-Dot MenuDigital Menu BoardDay Parts

To add a Day Part:

  1. From the upper-right of the Day Parts homepage, select Add Day Part.

  2. In the Day Part Name field, type the name of the Day Part.

  3. From the upper-right of the screen, select Save.

Step 2: Create Content Designs

Portal4-Dot MenuDigital Menu BoardContent Designs

Access Content Designs to create and design XDMB content. The following is an overview of the Content Designs homepage:

Screens.png

1

Create Content Design

Create Content Design. Use the Content Designer to configure the screen components, including images, videos, and order confirmation units (OCU).

2

Content Design Name

Specifies the name of the Content Design.

3

Description

Provides a description of the Content Design.

4

Resolution

Specifies the screen resolution.

Select All under the column header to filter the Content Design list by resolution.

5

Content Layouts

Specifies the number of Content Layouts mapped to the Content Design.

Select the Content Layouts value to view the names of each mapped layout.

6

Last Update

Specifies the date/time the Content Design was last updated.

7

3-Dot Menu

From the dropdown, select an action to perform on the Content Design:

  • Edit - Edit the properties and components of the Content Design.

  • Delete - Delete the Content Design. Remove all Content Layout assignments first.

  • Duplicate - Create a copy of the Content Design and customize its properties and components as needed.

Step 3: Create Display Schemas

¶¶ÒõCloud Portal4-Dot MenuDigital Menu BoardDisplay Schemas

A Display Schema is a collection of displays. Define the orientation and resolution for each display in the schema.

When you create Content Layouts you assign the preferred Display Schema to each layout.

Use Display Schemas to create and manage Display Schemas. The following is an overview of the Display Schemas homepage.

Note

If no Display Schemas are defined, the homepage displays the message: "You haven't created any Display Schemas yet."

Display_Schemas.png

1

Create Display Schema

Create a Display Schema.

2

Display Schemas

Specifies the name of the Display Schema and the maximum number of displays, horizontally and vertically, in the schema.

Select a Display Schema to view the schema.

3

Last Update

Date/time the Display Schema was last updated.

4

3-Dot Menu

From the dropdown, select an action to perform on the Display Schema:

  • Edit - Edit displays in the Display Schema.

  • Delete - Delete Display Schema.

Create Display Schema

¶¶ÒõCloud Portal4-Dot MenuDigital Menu BoardDisplay Schemas

To create a Display Schema:

  1. From the Display Schemas homepage, select Create Display Schema.

  2. From the General page, define the following:

    Setting

    Description

    Display Schema Name

    Name of the Display Schema.

    Description

    Description of the Display Schema.

  3. From the left menu pane, select Displays.

  4. From an undefined display, select Add Display.

  5. From the Add Display window, define the following:

    Setting

    Description

    Display Name

    Name of the Display.

    Choose orientation and resolution

    Select the desired orientation and resolution for the display.

  6. From the lower-right of the Add Display window, select Done.

  7. Repeat steps 4-6 to add additional displays to the schema.

  8. From the upper-right of the screen, select Save.

Step 4: Create Content Layouts

¶¶ÒõCloud Portal4-Dot MenuDigital Menu BoardContent Layouts

A Content Layout consists of a Display Schema with specific Content Design assignments for each Day Part.

Use Content Layouts to add and manage the Content Layouts that are deployed to company sites. The following is an overview of the Content Layouts homepage:

Note

If no Content Layouts are defined, the homepage displays the message: "You haven't created any Content Layouts yet."

Content_Layouts.png

1

Create Content Layout

Create a new Content Layout.

2

Name

Name of the Content Layout.

3

Content Thumbnails

Content thumbnails of the displays in the Display Schema.

To view all the thumbnails, select the right-arrow next to the Content Layout name.

4

Display Schema

Name of the Display Schema assigned to the Content Layout.

5

Last Update

Date/time when the Content Layout was last updated.

6

3-Dot Menu

From the dropdown, select an action to perform on the Content Layout:

  • Edit - Edit the Content Designs assigned to the displays in the Display Schema of the Content Layout.

  • Preview - Open a preview of the Content Layout.

  • Duplicate - Create a copy of the Content Layout and customize the settings and Content Design assignments.

  • Delete - Delete the Content Layout.

Create Content Layout

¶¶ÒõCloud Portal4-Dot MenuDigital Menu BoardContent Layouts

To create a Content Layout:

  1. From the Content Layouts homepage, select Create Content Layout.

  2. From the Create Content Layout window, define the following settings:

    Setting

    Description

    Content Layout Name

    Name of Content Layout.

    Description

    Description of Content Layout.

  3. From the Create Content Layout window, select the Display Schema to assign to the layout.

  4. From the lower-right of the window, select Next to view a visual representation of the Content Layout.

    Getting_Started_Content_Layouts.png
    • The Display Schema is displayed for each Day Part.

    • From the upper-right of the Content Layout, select the 3-dot menu to edit or delete the Content Layout.

    • From the bottom of the Content Layouts screen, select Add Content Layout to add additional layouts.

  5. From the upper-right of Content Layouts, select Assign Content Designs to assign specific Content Designs to each display in the Display Schema for each Day Part.

  6. From the upper-left of Assign Content Designs, select a Day Part.

  7. From an unassigned display, select +Add Content Design.

  8. From the Content Design Catalog tab of the Select Content Design window, select the Content Design to assign to the display.

    The Content Design Catalog tab only lists Content Designs with a resolution that matches the selected display.

    The Added Content Designs tab lists Content Designs that are assigned to a display.

  9. From the lower-right of the Select Content Design window, select Add Content Design.

In the following example, Content Design 1748_1 is assigned to the first display in the Display Schema for the Breakfast Day Part.

To edit a Content Design assignment, select the pencil located below the display icon.

Assign_Screens.png

Review Content Layout

Once a Content Design is assigned to each display in the Display Schema for each Day Part, review the Content Layout:

  1. From the upper-right of the Assign Content Designs screen, select Review.

  2. From the upper-right of the screen, select Save.

Step 5: Deploy Content Layout

¶¶ÒõCloud Portal4-Dot MenuDigital Menu BoardContent Layouts

Important

A Content Design must be assigned to each display in the Display Schema before a Content Layout is eligible for deployment to company sites.

To deploy Content Layout:

  1. From the Content Layouts homepage, select the Content Layout to deploy.

  2. From the upper-right of the Content Layouts screen, select Ready to Deploy.

    The Content Layout is added to the Ready to Deploy tab of Content Deployment.

Alternate method:

  1. From the Content Layouts homepage, locate the Content Layout to deploy.

  2. From the 3-dot-menu on the row of the Content Layout, select Edit.

  3. From the Save dropdown in the upper-right of the Content Layout screen, select Ready to Deploy.

    The Content Layout is added to the Ready to Deploy tab of Content Deployment.