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The new version of this specific article can be found at:  https://product.korbyt.com/help/articles/8806008-automating-canva-content-to-korbyt

Please update any of your bookmarks to the new Knowledge Base

For assistance on using the new Knowledge Base, we have a Welcome to the New Korbyt Knowledge Base guide

The new Korbyt Product Page also has sections for submitting feedback on system improvements, a view of our Roadmap of upcoming enhancements, and a change log of all updates.

Combining Canva’s ability for content creators to share a design as embeddable HTML Code and Korbyt’s ability to display Embedded HTML code, it is possible to have an automated connection between content edited and stored in Cavna but displayed on Korbyt-controlled screens.

To accomplish this:

In Canva Share your design as HTML Embed Code

• Build a Canva design/template
• Select the Share button
• Select Embed
• Copy the HTML Embed code it generates
  • If you are not immediately ready to paste the code into Korbyt you may want to paste into a notepad
• Canva Embed Design Help Document

In Korbyt Create a Layout and add the HTML Container

• Create a new Layout, or open an existing one for Editing
  • Using The Builder Tool For Layouts Or Messages guide
• Add the HTML Container Element
  • How to Use the HTML Container Element guide
  • Edit the Element through the Gear Icon
  • Click the Pencil and paste your HTML Embed code from Canva
• Resize the HTML Container window as needed
  • If full-screen, you can use Properties > Maximize
• Publish the Layout
• Add your new Layout to a Playlist to make it seen
  • Configuring Clever Playlists

Now changes made in Canva to the design will be seen when Korbyt displays the HTML embed code.

BE AWARE – This method will increase your cause an increase in data traffic compaired to storing the item direclty in Korbyt because now for the design to be seen it will have to call the HTML code when the layout is displayed compaired to showing a cached image/file

Other Options for Canva and Korbyt

Korbyt Courier for Automatic import to Korbyt

Korbyt has built-in ability to connect to common cloud storage services OneDrive, Google Drive, DropBox, Box, and Adobe Experience Manager

• Create a Courier in Korbyt to connect to your preferred service
  • Setting up Couriers guide
• In Canva, when you complete a design save it to your preferred cloud storage service

The courier in Korbyt can check as frequently as every 30 minutes, if new items are present they will be imported from the cloud storage service to Korbyt.

• You could then have a Clever Playlist that is automated based on your Media Manager folder or Tags to show the new content automatically
  • Players check for new content every 15 minutes, resulting in 45 min being the longest time it would take for automated content to be on a local player

Manual Importing to Korbyt

Always an option for the most detailed control of the flow of content.

• Save your file from Canva to your Computer
• Login to your Korbyt CSM and upload the design to your Media Manager

The post Automating Canva Content to Korbyt appeared first on Korbyt Knowledge Base.

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Please update any of your bookmarks to the new Knowledge Base

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Microsoft Graph API serves as an interface for developers to interact programmatically with Azure Active Directory (AD), facilitating access to comprehensive user and group-related functionalities and data.

Korbyt Required Minimum Permissions

These permissions can be configured in the Azure AD application’s registration settings under “API permissions.”

It’s important to note that administrative consent may be required after adding these permissions, especially in environments where the application’s service principal lacks administrative privileges.

for our application’s functionality, the minimum permissions required are:

• Group.Read.All
  • Requires Application Level access for this API Call
    • Delegated access is not sufficient
  • Essential for enumerating groups from Azure AD
  • Provides access to group-related information such as group name, description, memberships, and other properties
  • Required for Korbyt to efficiently manage and interact with groups within the Azure AD directory
• User.Read.All
  • Requires Application Level access for this API Call
    • Delegated access is not sufficient
  • Required for enumerating users from Azure AD
  • granting access to comprehensive user properties and relationships, including the Security Identifier (SID)
  • The SID is a critical identifier assigned to each security principal in Windows operating systems, including Azure AD
  • Required for Korbyt to retrieve vital user information such as contact details, organizational data, and the SID, enabling seamless user management and interactions
  • We use the SID as a unique identifier when logging in Korbyt users.
• User.Read
  • Required for Authenticating the individual user when they log in
  • Delegated Permission is sufficient for this API Permission

By securing these minimum permissions at the application level, our application can ensure secure and efficient access to group and user-related data within the Azure AD directory, while adhering to organizational policies and regulatory requirements.

With the Group.Read.All and User.Read.All permissions in place, our application is well-equipped to fulfill its functionality of group and user enumeration, providing users with a seamless experience and facilitating effective user and group management within our system.

For more information on the steps of connecting Korbyt to your Azure AD please see

• How to Manage CMS Users – Importing from Azure
• How to Manager End Users of Desktop(InView) and Mobile&Web – Importing for Azure

The rest of this article explores the implications of Microsoft Graph API calls, and their effects so that you can better understand Korbyt’s need for the previously listed services.

Understanding Minimum Permissions Required for Group Enumeration

When utilizing Microsoft Graph API to enumerate groups from Azure AD, it’s essential to configure the appropriate permissions to ensure secure and efficient access to the required data.

The minimum permissions required for group enumeration are as follows:

• Group.Read.All: – REQUIRED Application Level Access
  • This permission allows reading all groups within the Azure AD directory.
  • It provides access to group-related information such as group name, description, memberships, and other properties.

• Group.ReadWrite.All: – Not Required and Not Recommended for Korbyt Access
  • In addition to reading group information, this permission grants the application the ability to modify group properties and memberships.
  • It provides full read and write access to all groups within the Azure AD directory.
  • Korbyt Does Not Want this level of access to your Azure Active Directory.

Understanding Group Member Read Permissions

While Group.Read.All and Group.ReadWrite.All permissions focus on accessing group-related information, so it’s crucial to differentiate the implications of using GroupMember.Read.All permission in this context.

• GroupMember.Read.All: Not Required and Not Sufficient for Korbyt Access
  • This permission grants the application the ability to read the members of all groups within the Azure AD directory.
  • It provides access to user or application memberships within groups.

Important Consideration: Although GroupMember.Read.All allows reading group members, it does not provide permissions to enumerate groups themselves. This means that while the application can fetch information about group members, it lacks the capability to list the groups present in the Azure AD directory.

Understanding Minimum Permissions Required for User Enumeration

When leveraging Microsoft Graph API to enumerate users from Azure AD, it’s imperative to configure appropriate permissions to ensure secure and effective access to required data.

• User.Read.All: REQUIRED Application Level Access
  • This permission grants your application the ability to read all user profiles within the organization’s directory.
  • It provides access to comprehensive user properties and relationships, encompassing details such as contact information, organizational data, and more. User.Read.All is sufficient for retrieving basic information about users.

• User.ReadWrite.All: Not Required and Not Recommended for Korbyt Access
  • In addition to reading user profiles, this permission facilitates the modification of user data.
  • It empowers your application to both read and write all user properties within the organization’s directory, offering comprehensive access for data manipulation and management.
  • This permission is not recommended for Korbyt integration.

• User.ReadBasic.All: Not Required and Not Sufficient for Korbyt Access
  • Does not include access to the SID
  • SID is required to identify the user when logging in

Application Level Permissions Required for Group and User Enumeration

To access the SID and other detailed properties of all users in the directory, Application-level permissions (also known as application-level or admin-level permissions) are required.
These permissions are typically granted by an administrator and apply to the entire directory.

Delegated Permissions grants access to just the signed-in user’s profile rather than the entire directly, meaning that the permission is granted by the signed-in user only for their own user profile and the profiles they have access to.
Therefore it is insufficient to read all groups or users who require access.

Understanding Minimum Permissions Required for User Login

• User.Read: REQUIRED
  • Delegated access is sufficient for this API call
  • Used when the individual is requesting to log into Korbyt to verify their SID information within the organization’s Active Directory

The post Microsoft Graph API Permissions Required by Korbyt For Azure AD Integration appeared first on Korbyt Knowledge Base.

The New Page landing page for the Knowledge Base is https://product.korbyt.com/help

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Please update any of your bookmarks to the new Knowledge Base

For assistance on using the new Knowledge Base, we have a Welcome to the New Korbyt Knowledge Base guide

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The Urgent Alert system in Korbyt allows critical messages to be created in advance and then when activated the message can be pushed to Signage, as well as Desktop(InView), and Mobile & Web users.

Urgent Alerts can be found by

• Clicking on the Mega Menu in the upper left corner
• In the Schedule column, click on Urgent Alerts

This article will review

• Creating Urgent Alert Templates
• Adding Urgent Alerts
• Activating Urgent Alerts

Creating Urgent Alert Templates

When you build an individual Urgent Alert (next step) you select from an available template.
The templates have customizable text and a graphic field.

The system has a Default Alert template provided, and if you are satisfied with that template, you could move on to the next step.
Default Alert Template

If you would like other Alert Templates

• On the Urgent Alerts Screen click the blue Add Urgent Alert Template button
  
• Set a Template Name, and optionally add any Tags that are desired, then click Create
  
• You will now be in a very limited Builder Tool, specific to building Alert Templates
  
  • If you need more information on using the Builder Tool see
    • Using The Builder Tool For Layouts Or Messages
• REMINDER – you are building a template for alerts, so any element that should be editable by others in creating their actual alerts
• For Elements you want to be customizable, such as the text, it has to have Templated Properties
  • Use the Element’s settings menu (Gear Icon) to select Properties
    
  • In the Properties window click the Attribute tab, give the field a Label, and click Templated
    
    • For Text fields, you can set a max character length
    • For images and videos, you can lock selection down to specific sources
  • After setting the field to Templated, Set your placeholder values
    • This will set the text Font, color, spacing, and size
• When you have completed your Template, click Publish at the bottom of the control panel

Once Published, this Alert Template will be available from the drop-down of templates when a user creates a new Urgent Alert (Next Step)

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Adding Urgent Alerts

When adding an Urgent Alert users will be able to select an available Alert Template.

Alerts are created in advance, configuring the message and the channels it should be displayed to, then when needed it can simply be “activated”

To create a new Urgent Alert

• On the Urgent Alerts Screen click the blue Add Urgent Alert button
  
• This will open the Add Urgent Alert screen with three different areas of control
  
• Alert Message Setup – create and customize the alert
  • Select an Alert Template from the drop-down
  • Set an Alert Name
  • Enter the text for the text elements that are available in that template
  • Select media items for image and video elements that are available in that template
• Preview – see the results as you work
  • Changes based on the values entered on the left
  • Shows what the message will look like on a computer screen or mobile device using the blue tabs at the top left of the preview
• Scheduling – set what players or users receive the urgent alert when it is activated
  • the Select Audience button opens the menu to select from Desktop(InView) / Mobile & Web user audiences that should receive this alert
  • the Select Players & Player Groups button opens the menu to select specific players or player groups that should receive this alert
  • Alert Expiration sets how long the Alert should remain active for
  • Channels toggles to turn on which methods the Urgent Alert should be shown through
    • Signage – if turned on opens a Duration option for how long the alert should be shown on the screen for each time it is displayed. A duration of 0 seconds will force the alert to stay on the screen not letting those players show any other content.
    • Desktop (aka InView) – if turned on allows a notification message to be set
    • Mobile/Web – if turned on allows a notification message to be set, and a check box to have Push Notifications through the Mobile app
    • SMS – if turned on allows a notification message. Requires that SMS messaging be setup in your tenant-wide settings
    • Email – if turned on allows an email subject and message body to be set
    • Phone (Text-to-Voice) – if turned on allows a text-to-voice message to be entered. Requires Text-to-Voice service to be set up in the tenant-wide settings.
• Once configured, click the Save button
• You will still be on the Edit Urget Alert page
  • You have the option to activate the alert now, make further edits, or exit

When you exit you will now see the message available on the Urget Alerts screen

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Activating Urgent Alerts

Individual Urgent Alert messages can now be Activated when needed

To Activate an Urgent Alert

• On the Urgent Alerts Screen click the Active/Inactive toggle for the message you would like to active
  
• If you click the toggle you will be asked to confirm that you are activating the alert
  
• Active Alerts show with a green toggle and have a display of how much longer the duration has over the thumbnail
  
• Once Activated, the Alert is programmed out to it’s programmed channels
• To deactivate an alert click the toggle again, and confirm the change

Urgent Alerts can be activated/deactivated remotely by other systems through integration with the Korbyt Service Catalog and our APIs which require a separate subscription.

back to agenda

The post Managing Urgent Alerts appeared first on Korbyt Knowledge Base.

The New Page landing page for the Knowledge Base is https://product.korbyt.com/help

The new version of this specific article can be found at: https://product.korbyt.com/help/articles/7771092-properties-menu-for-elements-in-the-builder-tool

Please update any of your bookmarks to the new Knowledge Base

For assistance on using the new Knowledge Base, we have a Welcome to the New Korbyt Knowledge Base guide

The new Korbyt Product Page also has sections for submitting feedback on system improvements, a view of our Roadmap of upcoming enhancements, and a change log of all updates.

The Properties of an element are settings that affect the entire container.

The Properties settings can be opened for an element by

• Finding the top right corner of the element’s container to see the Gear Icon
  
• Click on the Gear Icon to open the Settings Menu
  
• Click on Properties to open the Properties window
  
• The Properties settings are mostly the same for all elements

Across the Top

• Maximize – makes the element fill the screen
• Snap to Grid – lines the element up on grid lines
• Clone – Makes a Copy of the Element

The Basic tab contains settings for Size and Position on the screen

The settings will be in percentages for standard dynamic layouts and in pixels for fixed layouts

The Advanced tab uses icons and has more options

• Height
• Width
• Left Offset
• Top Offset
• Z-Order
• Padding
• Background Color
• Opacity
• Outline
• Snap to Grid
• Anchor Element
• Custom CSS Classes
• Text Shadown (only available on Text-Note elements)
• Virtual Keyboard (only available on Text-Note elements)

The Attribute tab has settings for making the element templated

The post Properties Menu for Elements in the Builder Tool appeared first on Korbyt Knowledge Base.

The New Page landing page for the Knowledge Base is https://product.korbyt.com/help

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Advanced Layout Settings and Options

In this article, we will review advanced controls for Layouts

If you are not familar with the basics of Layouts please start with Using The Builder Tool For Layouts Or Messages

This Article Reviews

• Custom JavaScript and CSS Editor
• Interactivity in a Design through Quick Actions
• Animation Timeline
• Magic Animation
• Recently Used & Favorite Colors/Fonts
• Subscriptions
• Draw Control Panel Section

Custom JavaScript and CSS

This is an advanced builder feature where you can create, edit, and save JavaScript and CSS for the elements in your layout.

To open the JavaScript and CSS control panel

• In the Builder Tool, select the Advanced tab of the control panel
  
• Click on the <> toggle, and then Click the CSS/JavaScript button
  

CSS Editor – Left Menu

• Glow – This option highlights all elements in the builder where you will be able to see important information such as the element id and classes.
• Send to preview – Selecting this option allows us to update the preview of your layout with updated CSS.
• Redo/Undo – Revert changes or undo reverts you make
• Save snippet – This will let you save the code snippets you create.
• Maximize/minimize – This will expand or shrink the editor to the dimensions of the page.

JavaScript Editor – Right Menu

• Glow – This option highlights all elements in the builder where you will be able to see important information such as the element id and classes.
• Data ruler builder – This option will allow you to insert JavaScript based on data subscription rules.
• Touch – This option allows you to add functions where you can zoom or pan on a builder element.
• Carousel – This option allows you to add functions that can modify the behavior of the carousel element.
• Choose Image – This option allows you to add an image reference to your editor
• Redo/Undo – Revert changes or undo reverts you make.
• Save snippet – This will let you save the code snippets you create.
• Maximize/minimize – This will expand or shrink the editor to the dimensions of the page.

To return to the Elements view of the control panel, click the Elements toggle

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Interactivity in a Design through Quick Actions

Quick Actions allows designers to embed interactive logic and macros into any Layout.
This is done by using the UI to select an element, configure a trigger, and then the desired response.

You will want to have added your elements to your design before following these steps

• In the Builder Tool, select the Advanced tab of the control panel
  
• Click on the Lightning Bolt icon to open the Quick Actions and Data Triggers panel
  
  • If you have not added any elements to your design yet, you will only see the option for snippets
• To add a New Quick Action, click the + to the right
  
• Select Element – You will then be asked to select an Element
  • This is the element of the design that is going to be monitored for the intended trigger
  • It will be helpful if you have renamed your element layers to be clear to you
• Tigger: After Selecting the Element you will select a Trigger from the drop-down
  • Click – the element is clicked/tapped
  • isShown – if the element is set to be shown
  • isHiden – if the element is set to be hidden
  • Timer – Set an amount of seconds
• Action: Select the desired result from the drop-down
  • Show / Hide / Toggle Visibility – all change the state of an element displaying or not on the design
  • Add / Remove Class – Changes the classes of the element
  • Animate – Triggers a selected animation on the target element
  • Reload – Refreshed and reloads the target element
  • SubZone – Provides interactive instructions inside of an existing element calling up a webpage or another design
  • Player – Passes instructions to the player
  • Playlist / Carousel API – Passes instructions to a specific type of element to control the changing of items shown
• Target: The item that the action will be taken on
• Interaction / Class / Time
  • There may be new section that appears to the far right depending on the type of action and target element where further configuration may need to be set
• In this example, A quick action has been built to allow a user to move the Playlist to the next item, by clicking on the Next Button
  
• Click Apply Trigger to save the action
• Multiple Actions can be created, and any element can be treated as the trigger element
• Multiple elements can also be targeted with the action
  • In this example, a user clicking on the playlist is the trigger for showing the Playlist controls and making a hide controls button seen
  • Clicking the Hide Controls button hides all the control buttons.
    

Note on Visibility Toggles

If it is intended that an item be hidden unless some action is taken then it needs to be toggled as hidden in the Element Layer list when the design is published.
This is done by manually toggling the visibility with the eyeball icon

From my previous example, if the controls are intended to be hidden until someone clicks the playlist I would need to hide the control elements in the layers before publishing.

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Animation Timeline

This feature opens a timeline panel on the bottom of your builder container where you can modify which animations occur for each element, and when they occur.

• Select the clipboard icon in element layers under the controls panel

• Once the timeline panel is open, you can start appending animations to your elements. Click anywhere on the timeline next to your element of choice and a popup with a list of animations will appear. If an animation is placed 10 seconds into the timeline, then the animation will not affect your element until after 10 seconds

• After you are done adding animations to your elements in the timeline, click on the preview eye in the controls panel to view your animations in progress.

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Magic Animation

This feature provides a set of special animations that can be applied to all elements within your layout.

• Click on the Magic animation button under add animation in the controls panel and popup modal will appear.

• You can now select different animations for your elements. In the top left corner of the page under Animation, we have two buttons: Individual and Unison. Selecting Individual will have each element on the page animate in different orders and selecting Unison will have all elements animate at the same time. For more on how to control animations for your elements, refer to the animation timeline in this article.

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Recent Colors/Fonts & Favorite Colors/Font

These sections of the control panel only affect Text-based elements such as Text-Note and Ticker

The Recently Used Colors/Fonts section shows the colors and fonts selected while editing the design.

If you select a Color or Font in the Recently Used section, you can then click the blue Plus button to add that color or font to the Favorite Colors/Fonts section for use in other designs.

To use a Favorite or Recent color or font, open a Text Note or Ticker for editing, select your text to change, and click the recent or favorite color or font from the control panel to apply it.

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Subscriptions

The Subscriptions section has the controls to integrate data into a design, giving the ability to view real-time information that is delivered to Korbyt through Data Integrations

For more details on Data Subscriptions and Data Integrations see:

• Working With Adapters And Data Integration
• How To Add A Data Subscription To A Layout Or Message

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Draw Control Panel

Drawing Options:

• Basic Styles – This is a set of common objects such as arrows and stars.
• Design Shapes – This is a set of common shapes that can be added to your layout.
• Speech bubble – This is a set of speech bubbles to add context to your layouts.
• Roll Your Own Shape – This is a set of tools you would find in a graphics editor that allows you to draw on your layout and create custom shapes.
  • Selecting a brush or a shape will bring up a set of options where you can modify the color, width, shadow, and brush type.

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Background & Texture

In the builder controls panel, select Background & Texture to open up options that will change the background of your layout.

This feature includes a set of predefined images to select, a color picker, and an image selector.

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The post Layouts and Messages – Advanced User Guide appeared first on Korbyt Knowledge Base.

The New Page landing page for the Knowledge Base is https://product.korbyt.com/help

The new version of this specific article can be found at: https://product.korbyt.com/help/articles/7126272-using-the-builder-tool-for-layouts-or-messages

Please update any of your bookmarks to the new Knowledge Base

For assistance on using the new Knowledge Base, we have a Welcome to the New Korbyt Knowledge Base guide

The new Korbyt Product Page also has sections for submitting feedback on system improvements, a view of our Roadmap of upcoming enhancements, and a change log of all updates.

The Builder Tool is the GUI-based design system in Korbyt that allows you to create new Signage Layouts or Desktop Messages.
Both interfaces are very similar and function the same from a creative tool standpoint, but each has some options that are unique to either Signage Layouts or Desktop Messages

This article is going to focus on the Builder Tool itself, if you need information on the options and steps for creating or managing layouts please see
Creating and Managing Layouts – Classic Experience
Creating and Managing Layouts – New Experience
Creating and Managing Desktop Messages (InViews)

This Article Reviews

• Control Panel Options
• Adding and Controlling Elements
• Arranging Element Layers
• Saving and Publishing

If you are familiar with the topics covered in this article you may want to review the Layouts and Messages – Advanced User Guide article

Builder Control Panel Options

The Control panel is the main interface used in the Builder Tool to create your design

• The control panel can be collapsed down using the aperture icon in the top left
• The control panel has multiple sections across the top that change what is available
  • Basic, Advanced, Draw, Template
• The sections of the control panel can be collapsed or expanded using the arrows to the right of the headers

Advanced Control Panel

The advanced view of the control panel exposes more control icons at the top and shrinks the element icons in the Add Elements section

Control Icon	Description
	Display Control – Sets the Shape, Resolution, and Orientation of Canvas Available in both basic and Advanced Views of the control panel
	Preview – Opens a new window to see the design in action (Playlist Elements will not preview in Builder Tool) Available in both basic and Advanced Views of the control panel
	Elements – Shows the Element Icons and normal Control Panel sections
	Actions – Opens the window for creating interaction and code-driven changes to the design
	CSS and JavaScript – Changes the Builder tool so that you can interact with the CSS and JavaScript inside the design
	Console – Opens the console window for coding
	Zoom– Zoom in or out on the canvas without zooming the rest of the interface You can also use your browser’s zoom ability, but that will zoom in or out on everything
	Ruler – Makes a Ruler visible
	Resources – Opens the list of coding resources available

The Follow Icons appear in Advanced View when One element is selected on the canvas

Control Icon	Description
	Center Horizontal – Moves the selected element to be centered horizontally on the screen Only appears when 1 element on the canvas is selected
	Center Vertical – Moves the selected element to be centered vertically on the screen Only appears when 1 element on the canvas is selected
	Delete – Deletes the element Only appears when 1 or more elements on the canvas are selected

The Follow Icons appear in Advanced View when Two or More elements are selected on the canvas
You can select multiple elements on the canvas by holding the control key

Control Icon	Description
	Align Horizontal – Aligns multiple items horizontally After clicking you choose between left, right, or center aligned
	Align Vertical – Aligns multiple items vertically After clicking you choose between top, bottom, or middle aligned
	Space Horizontal – Distributes multiple items horizontally After clicking you choose between Space Around the items or Space Between
	Space Vertical – Distributes multiple items vertically After clicking you choose between Space Around the items or Space Between
	Sizing– Resize multiple items at once Can see and set both item’s sizes
	Group– Group multiple items together
	Delete – Deletes the element Only appears when 1 or more elements on the canvas are selected

Back to Agenda

Adding and Controlling Elements

Click and Drag your desired Elements from the control panel to the canvas area.
The same Elements are available in both the Basic and Advanced Control Panel views:

For a full list of available Builder Tool Elements see the article Layout and Message Builder Elements 

When you drag an Element to the canvas area it will create a container for the element.

This container will have a red outline when you have it selected, and a faint blue outline when you are not interacting with it (these outlines do not show on the final screen)

Three corners have controls available if you move your mouse over the area and click

• The Lower Right Corner  is where you can click and drag to resize the Element
• The Upper Left Corner is where you can edit Triggers that affect the Element – Lightning Bolt Icon
• The Upper Right Corner  is where you can open the Settings Menu to Edit the Element or its Properties – Gear Icon
  • The Edit Element controls list the element type and then offer different setting types
    
    • Edit Element has settings that are unique to that element type
      • This is how you select a font, set the URL for an External URL Element,  or set the sizing behavior for an image
      • Different elements have different settings.
      • The Layout and Message Builder Elements  links to articles for each element’s settings
    • Properties opens a control panel that affects the container
      • Such as setting the background color for the contain or setting the container size
      • For more details on properties see Properties Menu For Elements In The Builder Tool
    • Security allows the element to be locked to user groups
      • This setting is only available for Tenant Administrators
    • Remove deletes the element from the canvas

Back to Agenda

Arranging Element Layers

When each Element is added to the design a new layer will be created for that element
The layers can be seen and adjusted in the Element Layers section of the control panel

• New Elements added will create a new layer at the top of the list in the Element Layers section of the control panel
  • The further down the list an element is the further is back in the design
  • The item at the bottom is the furthest back, and the item at the top is sitting in front of all the others
• Elements layers can be adjusted by clicking and dragging up or down the list
• Layers can be renamed
  • When created they have a default name of element_#_#
  • Double-clicking on a layer name will let you rename it
    • Click enter to lock in your change
• The icon next to the name shows what type of element it is and matches the icon from the Add Elements section
• As you move your mouse up and down the list, you will see each corresponding lament highlighted in red on the design
  • If you click on an element in the list it will select the element in the design
  • If you click on the icon that represents the element type it will open the elements editing menu
• The Eyeball icon will make the layer visible/invisible
• The crosshair icon will animate the element to show it on the canvas
• The padlock will lock the element from accidental changes
• The Trashcan will delete a layer

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Saving and Publishing

Saving vs Publishing

When you are at a place you are happy with in your design it is advised to use the Save button at the bottom of the control panel to lock in your work. Otherwise, if you close your browser or navigate away from the builder tool all unsaved progress will be lost.
Saving will set the design to Draft status

Publish will not only save your work, but it will now be available to be shared and added to a playlist.

Saving without publishing only creates a record of your layout where you can still modify your content, but your layout will not be usable with other features across Korbyt Anywhere.

Wand to do more in Korbyt Builder Tool?
Review the Layouts and Messages – Advanced User Guide

The post Using the Builder Tool for Layouts or Messages appeared first on Korbyt Knowledge Base.

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The Korbyt Amazon Web Service (AWS) Connect adapter establishes a real-time bridge between Amazon Connect and Korbyt Anywhere.  This integration easily enables contact centers to display real-time key performance indicators using a templated adapter from Korbyt by filling in some information from your AWS Connect queue.

The Basics

This Korbyt Templated Adapter utilizes a real-time API that will map contact data such as call volume, hold time, and dropped calls to your Korbyt Anywhere tenant.

Once active you will be able to display your metrics throughout your Korbyt tenant including setting custom rules or data thresholds to give the agents and supervisors access to meaningful data they can use to action on.

The Korbyt Data Adapter will periodically check the data in the AWS Connect Queue and bring the data into Korbyt utilizing the AWS SDK node to ingest data from AWS connect.

There are two different commands that can generate two different data tables

• Using getCurrentMetricData Korbyt requests agent staffing data and maps the following metrics into a data table
  • AGENTS_AVAILABLE
  • AGENTS_ONLINE
  • AGENTS_ON_CALL
  • AGENTS_STAFFED
  • AGENTS_AFTER_CONTACT_WORK, AGENTS_NON_PRODUCTIVE
  • CONTACTS_IN_QUEUE
  • OLDEST_CONTACT_AGE
  • CONTACTS_SCHEDULED

• Using getMetricData Korbyt requests agent staffing data and maps the following metrics into a data table
  • CONTACTS_QUEUED
  • CONTACTS_HANDLED
  • CONTACTS_ABANDONED
  • CONTACTS_CONSULTED
  • CONTACTS_AGENT_HUNG_UP_FIRST
  • CONTACTS_HANDLED_INCOMING
  • CONTACTS_HANDLED_OUTBOUND, CONTACTS_HOLD_ABANDONS
  • CONTACTS_TRANSFERRED_IN
  • CONTACTS_TRANSFERRED_OUT
  • CONTACTS_TRANSFERRED_IN_FROM_QUEUE
  • CONTACTS_TRANSFERRED_OUT_FROM_QUEUE, CONTACTS_MISSED
  • CALLBACK_CONTACTS_HANDLED, API_CONTACTS_HANDLED
  • OCCUPANCY, HANDLE_TIME
  • AFTER_CONTACT_WORK_TIME, QUEUED_TIME, ABANDON_TIME
  • QUEUE_ANSWER_TIME, HOLD_TIME, INTERACTION_TIME
  • INTERACTION_AND_HOLD_TIME
  • SERVICE_LEVEL

If additional metrics are required, they may be available through the AWS API and Korbyt Professional Services can assist you in creating a custom data integration

Pre-requisites, Requirements, and Steps in AWS

To function correctly certain steps have to be taken in your AWS Account to configure and allow it to communicate with Korbyt.
The general steps below link to resources from AWS for control of their system

• Create a new Amazon Connect instance for the integration, or use an existing instance.
• Create a new IAM Policy that grants access only to the Connect Queues
• Create a new IAM User and assign it the policy created previously
• Generate a new secret\key for the User. This is used in Korbyt to create the adapter.

Creating the Data Adapter in Korbyt

With a Korbyt a Templated Data Adapter for AWS Connect you will only need to fill in some key details 

• Access key ID
  • Generated in AWS Account
• Secret Access Key
  • Generated in AWS Account
• Instance ID
  • Found in AWS Account
• Region (us-east-1)
• Refresh Interval
  • As low as 30 seconds
  • Faster intervals are possible when the real-time data add-on has been purchased
• DEFINE Queues
  • Entering your Amazon Resources name in the Queue Field
  • Entering a familiar name for the Korbyt Table in the Name field

For more information on using data in Korbyt Also see:

• Working with Adapters and Data Integration
• How to Add a Data Subscription to a Layout or Message

The post Korbyt Amazon Web Service (AWS) Connect Data Adapter Overview appeared first on Korbyt Knowledge Base.

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The Korbyt ServiceNow data adapter connects to a ServiceNow report endpoint (URL) that provides an exportable CSV file that Korbyt will use to build a Data Table of usable information within Korbyt.

The Basics

The Korbyt data adapter utilizes customer-provided ServiceNow information to create an authenticated connection.
Once authenticated, the data adapter downloads the report and updates the data adapter table in Korbyt.
Data is then available for further data transformation and display on connected digital signage or desktop endpoints. 

Once running, the Korbyt Data Adapter will periodically check the report endpoint in ServiceNow and bring the data into Korbyt.

ServiceNow Pre-requisites and Requirements

To function correctly certain parameters have to be set correctly in your ServiceNow system
These two articles from ServiceNow may be helpful in configuring your system.

• Create and Use Data Source (To Populate your ServiceNow Report)
• Create a ServiceNow Report

ServiceNow Data Adapter Setup

With a Korbyt Templated Data Adapters for ServiceNow you will only need to fill in some key details

• ServiceNow Exportable Report (CSV format) URL
  • This is generated by ServiceNow report builder.
  • For example, the URL will be similar to this: https://<YOUR SN URL>/<report_name>.do?CSV&sysparm_query=u_status%3D0%5elocation%guid&sysparm_record_count=10&sysparm_order_by=sys_created_on&sysparm_view=export
• Data Schema from the CSV report
• Username and Password for the ServiceNow instance
• Delimiters and Escape characters set to default values in Korbyt (comma, “, \)
• Data Refresh Interval for the Korbyt data adapter
  • As often as 30 seconds
    • Faster intervals are possible when the real-time data add-on has been purchased
  • This is the interval on how often Korbyt will connect to ServiceNow to fetch new data
    • In ServiceNow you will need to configure how often ServiceNow goes through it’s processes to update the information internally
• Lines to skip (if your report has a header, set to 1
• Remove missing keys (True or False)
  • Set to True or False depending on if you want to preserve or remove the data when unique keys are missing from the data

For more information on using data in Korbyt Also see:

• Working with Adapters and Data Integration
• How to Add a Data Subscription to a Layout or Message

The post Korbyt ServiceNow Data Adapter Overview appeared first on Korbyt Knowledge Base.

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Korbyt supports multiple ways to integrate Google Workspace (G-Suite) into your Korbyt System.

This article reviews the options and general steps to create a connection between your Korbyt system for different components of Google Workspace.
Some of the features reviewed in this article require a subscription to specific Korbyt Services.

Use Cases for Google Workspace Integration

• Google Drive synchronization with Korbyt Media Manager through Couriers
• Google Calendar and Korbyt Room Schedule Element for Space Management
• Google Trends to display fresh content through Korbyt’s OnTarget Element
• Google Sheets and Korbyt’s HTML Container to display living documents on screens
• Google Sheets and Korbyt Data Adapters to integrate live data to display on or control your signage

We also can use Google Chrome devices as Korbyt Media Players to display your content.
For more information see How To Configure The Korbyt PWA Player On A Chrome Device

Google Drive synchronization with Korbyt Media Manager through Couriers

Google Drive: Korbyt’s Courier feature automatically pulls in content to the Korbyt CMS from your Google Drive.
Users can publish effortlessly without logging into Korbyt—simply create, save to Google Drive, and watch it seamlessly play in rotation.

Steps to Setup:

1. Create a Korbyt Media Manager folder for content sync from Google Drive.
2. Follow the steps in this article to enable and configure a Courier with Google Drive.
3. Drag and drop content into your Google Drive to automatically add it to the Korbyt CMS. (Auto-publishing to your signage screens is also possible from your Google Drive using Korbyt Clever Playlist rules in conjunction with the Courier feature.)

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Google Calendar and Korbyt Room Schedule Element for Space Management

Google Calendar: Korbyts Room Scheduling Element allows users to easily build room scheduling experiences that tie to their Google calendar. Utilize Korbyt’s no-code Layout builder to customize room scheduling experiences on the fly, synced seamlessly with any calendar.

Steps to Setup:

1. 1. Create a Layout within the Korbyt CMS.
   2. Follow the steps in this article to enable and configure the Room Scheduling element within your created Layout and Publish. This process of creating a new Layout + Room Scheduling Element should be repeated for every unique calendar you wish to display.
   3. Add the Layout to a Playlist, assign to players/conference rooms/room scheduling panels, and schedule.

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Google Trends to display fresh content through Korbyt’s OnTarget Element

Google Trends: Korbyt’s OnTarget Social Feed allows Google Trends to dynamically provide fresh content on your displays, to make sure everyone on your team has the latest news and updates.

Steps to Setup:

1. 1. Create a Layout within the Korbyt CMS.
   2. Add the OnTarget Element (requires an additional subscription to activate) to your created Layout and Publish.
   3. Add the Layout to a Playlist, assign it to players, and schedule.
   4. Display 50 daily top trends happening on Google, from 46 major countries or the entire world. Refreshes every 30 minutes, with trends one at a time or by grid view.

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Google Sheets and Korbyt’s HTML Container to display living documents on screens

Google Sheets: Korbyt’s HTML Container Element gives users the ability to pull in living Google Sheets as part of your signage experience. This allows your worksheets to be edited remotely while still being displayed on any screen, anywhere

Steps to Setup:

1. 1. Create/re-use a Google Sheet tab that is publicly facing. Publish as an HTML embed code and save this code for the next steps.
   2. Create a Layout within the Korbyt CMS.
   3. Add the HTML Container Element to your created Layout. Paste the Google Sheet embed code into the HTML element. Publish the Layout
   4. Add the Layout to a Playlist, assign it to players, and schedule.
   5. Any changes made to the published Google Sheet tab will automatically update your signage displays whenever the Layout refreshes.

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Google Sheets and Korbyt Data Adapters to integrate live data to display on or control your signage

Google Sheets CSV: The Korbyt CSV Data Adapter gives users the ability to render Google Sheets as CSV data on Korbyt Layouts, via the Data Subscriptions feature. Any edits to the Google Sheet (CSV formatted) will update the Data Subscriptions on your signage displays within 15 minutes. Typically, creating an additional tab on the Google Sheet is required to eliminate any unnecessary rows/columns.

Steps to Setup:

1. 1. Create/re-use a Google Sheet tab in a CSV format that is publicly facing. Publish as a Shareable URL and save the URL for the next steps.
   2. Follow the steps in this article to create a CSV adapter (requires additional subscription to activate). Use the Google Sheets URL from the previous step in the adapter configuration URL field.
   3. Create a Layout within the Korbyt CMS.
   4. Follow the steps in this article to add a Data Integration to your Layout. Select the CSV adapter previously created and Publish the Layout when finished.
   5. Add the Layout to a Playlist, assign it to players, and schedule.
   6. Any changes made to the published Google Sheet tab will automatically update your signage displays.

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The post Google Workspace (G-Suite) Integration Options in Korbyt appeared first on Korbyt Knowledge Base.

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Please update any of your bookmarks to the new Knowledge Base

For assistance on using the new Knowledge Base, we have a Welcome to the New Korbyt Knowledge Base guide

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Korbyt can integrate with RAVE Alerts to display your critical alerts and messages throughout your Kortby Solution.

Through the use of a custom Data Adapter, your alert information can be presented

• On your Korbyt powered signage displays and wallboards
• Through Korbyt Desktop(InView) Software
• In the user’s Mobile and Web experiences of the Korbyt Anywhere Employee Communication Application (ECA)

For Rave Alerts to be presented in Korbyt instentaniously it will require a subscprition to Korbyt API services.
Without Korbyt API Services RAVE Alerts can still be presented, but will have a 15 minute refresh interval.

In the setup process of creating your custom data adapter the Korbyt Professional Services team will review;

• Your Rave Alert URL
  • Also known as Channel
  • Must be CAP-formatted
• The alert messages you will send through Korbyt
• All Clear Methodology
  • Do you use an All Clear message
  • Or will you use a timed or a manual clearing process
• The Data Fields that you will want to display
  • The fields present in the Rave URL typically included Identifier, Sent, Status, Event, Urgency, Severity, Headline, Description Instruction

The post RAVE Alert Integration appeared first on Korbyt Knowledge Base.