Adhere User Profiles Server - Free Edition
Introduction
This guide describes how to use Adhere User Profiles Server. The guide is intentionally brief and describes the features for new User Profiles Server administrators.
Note: For the system to work properly, make sure that JavaScript is enabled on your browser.
Login
To login to the web application, enter the username and password correctly. Upon logging in you will be directed to the “List Profiles” page (when the User Profiles Server is initially installed, the default username = “admin” and password = “password”). You can change the password from the Configuration tab.
List Profiles
- All user profiles saved in the database are listed
- To delete any user profile, mark it and click on the “Delete Selected” button
- To edit or view the full details of a certain user profile, click on the “View/Edit” link
Add/Edit Profile
- Add a new entry
- View an existing entry
- Edit an existing entry
Each user profile consists of the following fields:
- Mobile Number (must be in E.164 format)
- Date of Birth
- Purchasing Power
- Gender
- Keywords (describing the user's interests)
- Location
- Mobile Device Type
The mobile number field is mandatory. All the other fields are optional.
Find Profile
- Search for a specific user profile by entering its mobile number.
- Search for a group of user profiles by entering their mobile number prefix. For example, search for +1408 will return all numbers in the US 408 area code that are found in the database.
Manage Keywords
Keywords are used to describe users' interests. The keywords are organized hierarchically in a tree format. You can edit the keywords tree to:
- Add a new keyword
- Rename a keyword
- Delete an existing keyword
If you delete a keyword node that has children, the children will also be deleted.
Manage Locations
Locations are organized hierarchically in a tree format. The hierarchy can reflect, for example, the country, city, and neighborhood of a user. You can edit the Locations tree to:
- Add a new location
- Rename a location
- Delete an existing location
If you delete a location node that has children, the children will also be deleted.
Manage Device Types
Device Types are organized hierarchically in a tree format. The device type is used to identify the mobile handset of the user. You can edit the device type tree to:
- Add a new device type
- Rename a device type
- Delete an existing device type
If you delete a device type node that has children, the children will also be deleted.
Configuration
- Edit the database configuration
- Change the administrator password
- Delete all existing user profiles
Import/Export
- Import the user profiles entries from an external CSV file into the database.
In case of any conflict between an imported entry and an existing entry (duplicate mobile number), you can choose to either:
- Keep the existing entry unchanged, or
- Let the imported entry overwrite the existing entry.
- Export the user profiles from the database to an external CSV file.
- The CSV file contains in the first line the headers of the fields, followed by a new line for each record. Each record contains the following fields separated by commas:
- Mobile is written in numbers
- Purchasing power is a number between 0 and 100
- Gender is a single character (m, f or u for unknown)
- Birthdate is written in the format (mm/dd/yyyy). In order not specify birthdate, set it to (-)
- Location is represented hierarchically. For example, country->state->city (usa->california->sunnyvale). The arrow '->' is a separator between the different levels in the hierarchy. In order not specify location, set it to (-)
- Device Type is represented hierarchically. For example, mobile manufacturer->series name->model number (nokia->eseries->e71). The arrow '->' is a separator between the different levels in the hierarchy. In order not specify device type, set it to (-)
- Keywords consist of one or more keywords separated by semicolon(;) , and each keyword is represented hierarchically. For example (movies;travel->europe->spain;cars->suv ). In order not specify keywords, set it to (-)
- An example of this file is provided below:
Mobile,Purchasing Power,Gender,Birthdate,Location,Device Type,Keywords
1234567890,10,f,11/21/1966,Egypt->Cairo,Samsung->D900,Nature->Volcanos;Computer->Memory