Sherpa Intelligent Device Mapper

Intelligent Device Mapper

General Overview

Intelligent Device Mapper enables your Sales Team to present MPS solutions by showing visual device mapping on floor plan outlines.  By scanning in a client’s current floor plan, the user has the ability to show the current layout of devices vs. the recommended layout, as well as the capability to map equipment and allocate volumes by dragging and dropping device icons where they want them.  Intelligent Device Mapper can be accessed on any web enabled device which means users can strategize solutions not only in the office using Compass Sherpa, but at the customer’s site as well using a laptop or tablet computer.  
Intelligent Device Mapper is only available to SQL users.

Logging into Intelligent Device Mapper

The Device Mapper can be accessed through the Modules dropdown in the customer’s record through Sherpa, which will bring you directly into that customer’s saved floor plans and maps for you to work in.  You can also access the Device Mapper by logging onto www.devicemapper.net - If you choose to log in this way you will enter your dealership’s TCO Mapper ID, and your normal Sherpa Username and Password.

You can then search for the customer by Company Name, Address, City, or Contact Name.

Once you search for a customer you will click on the “details” button, where you can edit the account information, and then the “Device Mapper” button.

Adding a New Floor Plan
To add a new floor plan, you will first need to scan a copy of the floor plan into your computer as a JPEG or GIF or any image file type.  Then, you can add it in under the Customer’s record.

1. Click on the New Map button on the left side of the screen
2. Enter a name for the map
3. Browse to the file of the floor plan you scanned in
4. Click on Create Map

2 copies of your floor plan have now been imported; one with the name you entered under “New Map Name” to use as the current situation, and another with that same name, but “(proposed)” after it, to use in your recommended solution.

Creating the Current Situation
Now that you have imported the customer’s floor plan, you can start to add the devices and labels to show their current situation.

1. Select the new map from the dropdown – the one without the (proposed) after it.
2. Choose the device you want to place on the map by using the drop down under “Available TCO items”
3. Choose the Image you want to represent it with
4. Click on the Add TCO Item button
5. The icon will appear in the upper left corner of the map and you can now click and drag it to its location on the map

If the Device has an IP Address listed in the TCO, the icon will be labeled with an “N” for Networked.  If it is listed in the TCO as a color device, it will be labeled with a “C” for Color.  If it is pulled in from the Compass TCO it will have a circle around it, and if it is pulled in as a Marker it will have a triangle around it.

Markers: To add a device that isn’t in the TCO, click on the Markers tab to create a new device image.  Name the Marker (typically Make/Model/Serial/etc.).  The image will show in the upper left corner and you can drag it and drop it onto the map.  Equipment added as a Marker will have a triangle shape around it showing that it was manually added, and not from the TCO.
To remove an individual marker, click on it in the map and click the Remove Marker button.  You can also re-name a marker here by typing in the Name field.

You can also choose from 10 different colored "dots" using the Dot Legend in the Marker tab, to represent devices.  Select the dot under the dropdown and name the icon.  Click on Save and the dot will appear in the top left hand corner of the screen where you can click and drag it to the desired location on the map.

Labels: To add a caption or title (any text) to the map, click on Label and type in the text you want.  It will show in the upper left corner and you can click and drag it to where you want it on the map.
To remove an individual label, click on it in the map and click the Remove Label button.  You can also re-name a label here by typing in the Name field.

Adding Additional Devices: To add additional devices follow the same process until all the devices are mapped out on the floor plan, and click the Save Map button on the top of the screen.

 Viewing Device Details: To view the device details such as Model Name, volume and Monthly Spending, click on the device on the map and the Item Details list will appear on the left side of the screen.  

You can hide the details by clicking on the Item Details name to minimize it.

Deleting Devices: You can also remove the individual device by clicking on the Remove TCO Item button, or Remove All TCO Items button under Current Map to remove all devices.  To delete the entire floor plan, click on Delete Map.

Removing Markers and Labels: Click on Remove All Markers to remove all markers you created, or click on Remove All Labels to remove all labels created.

Creating the Proposed Solution                                            
When you imported the original map, a duplicate map was automatically created with the same name and (proposed) after it.  Choose this map from the drop-down list and a duplicate of the Current Situation floor plan will appear, but with no devices showing.  Now you can begin to add devices to your Proposed Map.

Adding Proposed Devices
There are several ways to add equipment to the proposed map; by copying the devices from the current situation map, or to add devices individually.

To copy the current equipment from the current situation map, click on “Copy Items to Proposed Map.”  This will replicate the original mapping you did and you can move equipment around by clicking and dragging the device icons.

To start from the blank map and add devices in manually, you will create new markers for any equipment you want to show on the map.  You can also add markers for new equipment when using the “Copy Items to Proposed Map” feature.  

You can also add equipment from the Asset Strategy tab.  Select Asset Strategy and then Select Proposal.  

Select the Proposal to use for this map.  

Then select:

1. Choose the device you want to place on the map by using the drop down under “Asset Strategy Items”
2. Choose the Image you want to represent it with
3. Click on the Add AS Item button
4. The icon will appear in the upper left corner of the map and you can now click and drag it to its location on the map

You can also add equipment from the Solution Configurator tab.  Select Solution Configurator and then Select Proposal.  

Then select:

1. Choose the device you want to place on the map by using the drop down under “Solution Config Items”
2. Choose the Image you want to represent it with
3. Click on the Add SC Item button
4. The icon will appear in the upper left corner of the map and you can now click and drag it to its location on the map

Once all is completed on the Map, hit the ‘Save Map’ button on the top right. 

Print Map
To print the current map, click the Print Map button, browse to your preferred printer and print as usual.  The map will automatically assign numbers to each device and show a legend at the bottom of the map with the ID Number and the correlating device.

To print a digital copy of the map which include your markers, labels, and the TCO items, Asset Strategy Items and the Solution Configurator items use the Print function of your internet browser (or the shortcut ctrl+p) and choose Document Writer as the file type.  Then browse to your desired destination to save it and give the file a name. 

Logo Tab
To add your logo or your customer's logo, save the logo as an image file and save it to your computer.  Click the Logo tab and browse to the image file and save it; it will be added to your map.  To delete the logo, click the Delete Logo button.  To preview what the logo will look like on your map, click the Preview button.