--- title: "Configuration for navigation - part 1" canonical: "https://docs.cuesystem.com/space/TAM/767426611/Configuration%20for%20navigation%20-%20part%201" format: markdown --- > Macro (toc) Navigation can either be part of the **CUE Assist** application or a standalone **CUE Navigation** application for anonymous users. ## Prerequisites - Installed CUE Solution [On-Premise](https://cue.atlassian.net/wiki/spaces/Dep) or [SaaS](https://cue.atlassian.net/wiki/spaces/TOSSAASD) - Prepared files with [floorplans](https://cue.atlassian.net/wiki/spaces/TAM/pages/562987040) - A certificate with **CUE licenses** uploaded in CUE Admin ## Procedure We recommend starting with **CUE Assist** if you need to configure both **CUE Assist** and **CUE Navigation**. Choose the procedure that works best for you. Here is the most efficient way of configuration in our opinion. ### CUE Solution registration - First you need to fill in the registration form **CUE Solution**. - For more information on how to create a reservation suite click [here](https://cue.atlassian.net/wiki/spaces/TAM/pages/16810034). ![001 - registration.mp4](media://de7f47f0-f580-48a0-917b-702f48c0107e) ### Creating and setting Connection agents for Apps - Go to **Connections - Connection agents**. - To add a new Connection agent, click the :new: button. - In the *For Apps* section, click the :newcue: button (in this way only one Connection agent can be created at a time). - Fill in the name and save the settings by clicking the :save: button. - Go to **CUE Assist - Settings** - In the *General *tab* - Connection agent* section, assign the created connection agent in the drop-down list. - Save the settings by clicking the :save: button. ![002 - Creating CA for Apps.mp4](media://b728adb4-2caf-405b-9c5e-9685bf331005) ![003 - Set CA for apps in Cue Assist.mp4](media://fe070814-bb03-42f0-aa44-d910635be821) ### Creating the tree structure of an object - Go to **Smart building - Areas**. - Click the :areasettings: button. - Start by creating a tree structure of areas based on the layout of your buildings and floors. - To add individual areas/buildings/floors to the tree structure, click the :PLUS: button (if you are adding a new area to an existing branching structure, select the appropriate button correctly). - Fill in the Name in the *General* tab and save by clicking the :create: button. - After adding all the desired areas/buildings/floors, save by clicking the :save: button. - Click the :cancel: button. > ℹ️ Keep in mind that if the checkbox :check: next to the corresponding area is not checked, the area and its resources and POIs will not be visible in the navigation! ### Changing the tree structure of an object This is how you can change the existing tree structure: - **By using the drag-and-drop method** - Click the :areasettings: button. - Change the position of the desired area by dragging it to the new place. - Save the changes by clicking the :save: button. - Click the :cancel: button. - **By changing the parent area** - Click the :areasettings: button. - Click the desired area. - Change the parent area in the *General* tab. - Confirm the parent area change by clicking the :modify: button. - Save the changes by clicking the :save: button. - Click the :cancel: button. ### How to upload a floor plan - Go to **Smart building - Areas**. - Click the desired area. - To upload a floor plan switch to the *Floorplan* tab, click the :selectfile: button, select an image, click the :upload: button and save by clicking the :save: button. - If there is a floor plan for an area that you want to replace with another floor plan, delete it by clicking the :smazat1: button and upload a new one as described above. - The *Floorplan* tab contains additional settings (map scale and zoom settings), which will be described later in the final section of the chapter. - For more information on the tree structure of areas click [here](https://cue.atlassian.net/wiki/spaces/TAM/pages/775389214). ![004 - Creating Area tree.mp4](media://4a0eb295-af7a-4ecf-8a19-f5cd4924cb43) ### Creating resource types - Go to **Resources - Types**. - To add a new resource type, click the :new: button. - Fill in the Name in the *General* tab. - Upload an icon and an image (both optional) in the *Images* tab. - Save the new resource type by clicking the :save: button. ![005 - Creating resource type.mp4](media://08e9e223-a776-45cb-8ee4-85e6660fd89f) ### Creating properties - Go to **Resources - Properties**. - To add a new property, click the :new: button. - Fill in the following details in the *General* tab: - Name - Description (optional) - Only allowed under login - Check if the property should be visible in the navigation only to logged in users. - Resource type - for which resource type the new property should work - Data type - depending on what the property is supposed to do - Boolean - e.g. payment by card, takeaway food, walk-in appointments (select default value Yes/No) - Number - e.g. number of counters, number of doctors in an office (set default value to a number) - Decimal - e.g. length of a parking space, lenght of a table - String - e.g. doctor´s name, phone number of the branch (default value cannot be set for this option) - Array - e.g. office equipment - all-in-one computer, printer (a group of similar elements) - For this option, an *Items* tab will appear. Add individual items by clicking the :new: button. - For example for the category “office equipment” there will be items such as all-in-one PC, printer, display, etc. - HTML content - Allows you to provide links, information, alerts, etc. for desired resources. - Select **Visible** option by ticking the checkmark. - Upload the property image. - Click the :selectfile: button, select an image and click the :upload: button. - Save the new resource property by clicking the :save: button. - More information on properties can be found [here](https://cue.atlassian.net/wiki/spaces/TAM/pages/157679646). ![006 - Creating property.mp4](media://212978cc-006c-41ed-9e75-a289913975c6) ### Creating POI/QR code category - Go to **Smart building - POI/QR code categories**. - To add a new category, click the :new: button. - Fill in and select the following in the *General* tab: - Name - Color - Icon - Select one of the predefined icons from the drop-down list. - Or upload your own icon by clicking the :selectfile: button, selecting an image and clicking the :upload: button. - In the *QR Codes* tab, assign the category to the individual POI/QR codes. - Save the new category by clicking the :save: button. - For more information on POI/QR code categories click [here](https://cue.atlassian.net/wiki/spaces/TAM/pages/777027585). > ℹ️ Navigation point categories are used to specify the point type and to navigate to the nearest point of the given category (i.e. the nearest restroom, locker, exit, information center, etc.) ![007 - Creating QR category.mp4](media://5a1991e2-1eaf-4f70-87ba-f7805de20792) ### Creating resource - Go to **Resources - List**. - To add a new resource, click the :newimportt: button. - Fill in and select the following in the *General* tab: - Resource type - Username - It should be clear from the username which resource it is (name of the room, doctor´s office, store, etc.) - Email - If you only set up navigation, the email can be random, for example in the form username@domainname.com - Capacity (optional) - The maximum capacity of the resource - Display name - The name of the resource as the user sees it in the navigation - Select the following in the *Working hours* tab: - Time zone - In which time zone is the resource located - Working days - Days when the resource is open - Working hours - Hours when the resource is open - Allow reservation outsice working hours - Enable this option by ticking the checkmark - In the *Pictures* tab, upload images that users will see in the navigation. - Click the :selectfiles: button, select an image and click the :upload: button (in this way you can upload more pictures). - Set the resource properties in the *Properties* tab - This tab displays the properties that are assigned to the selected resource type. - Adjust the resource values. - Add a new QR code/codes in the *Settings* tab - In the QR codes section, enter the New QR code name and click the :PLUS: button. - Add more QR codes if the resource has multiple navigation points (for example, multiple entrances). - Save the new resource by clicking the :save: button. ![008 - Creating resource - Tab General.mp4](media://9dc921d6-7a07-4bb5-ab0c-35ca8d2622cc) ![009 - Creating resource - Tab Working hours.mp4](media://b503d204-79f8-4af3-b8cb-f6c79f1f0cd2) ![010 - Creating resource - Tab Images.mp4](media://d8c89cde-3052-4b63-a796-18f9a49595cb) ![011 - Creating resource - Tab properties.mp4](media://7192d6dd-05bb-4674-8eb7-0323a19d34c9) ![012 - Creating resource - Tab settings.mp4](media://5621f620-48c9-4020-bdc6-693165f90c3e) ### Drawing zones, resources and paths - Go to **Smart building - Areas - Editor** - You must first click on the area you want to draw in > ℹ️ Whenever you want to draw something, you have to have **Edit mode **on! - **Drawing clickable zones** - Zones are used to click between areas, buildings, floors - In the drawing toolbar, choose a suitable tool according to the shape of the area (:rectangle: :polygonal: :circle:) and draw the required area/building/floor - A window will appear on the right, where you click on Area and select which area you want to click into from the outlined form - Save the settings by clicking the :save: button ![013 - Editor - Zone Area.mp4](media://57de2ed2-8be4-4324-a020-eb1acad0b46d) - **Drawing resource zones** - Resource zones are used to click into the details of the resource (description, working hours, properties, etc.) > ℹ️ You must have a **Resource Basic or higher license** assigned to the given resource - In the drawing toolbar, choose a suitable tool according to the shape of the area (:rectangle: :polygonal: :circle:) and draw the required area/building/floor - A window appears on the right, where you click on Area and select which area you want to click into from the outlined form - Save the settings by clicking the :save: button ![014 - Editor - Zone resource.mp4](media://e007423b-5a89-44f4-bf63-fa90efb3c9e0) - **Creating navigation points (POI)** - POIs are used to move around the map, they are points from and to which you can navigate - In the drawing toolbar, choose the Navigation point tool (:navipoint:) and click to place the POI in the desired location - A window will appear on the right, where you: - Select the desired QR code (if already created), or - Create a new QR code by clicking the :addnew: button (if you need to create a new point on the map) - Fill in the Unique name (for example “Elevator 1st floor”) - Select whether to assign any of the following to the QR code: - Category - Helps in navigation search by category - Resource - A point is used to navigate to a specific resource - News - Point shows some information/news - Kiosk - The point is assigned to a kiosk - Unit - The point is assigned to an unit - Click the :addnew: button - Check the license you want to assign - POI Standard - if you want to be able to navigate to the given point - POI Basic - if you want the given point to be used only for the starting position (i.e. this point is not on the list of targets) - Save the settings by clicking the :save: button ![015 - Editor - Add Pois.mp4](media://ee23f03d-72db-46fa-a4f4-bc5e948aea7c) - **Drawing paths** - Paths are used to connect navigation points and to navigate between them - In the drawing toolbar, choose the navigation path tool (:path:) - First click on an already created POI and connect it to the other point - Wherever you stretch the path and left click, you get a big junction (a blue dot), that is used to: - change direction - connect a POI - connect another path - To complete (finish) the path, double click the mouse, or click any of the existing path points - If you don't get the area shape or path the way you want it, you can - **edit it **- In the toolbar, click the Edit tool (:edit:), junctions appear on all drawn objects, by pulling a junction you can change the path direction/zone shape - **delete it** - In the toolbar, click the Remove selection tool (:remove:), choose the path or shape you want to delete (it turns red), and click the Remove selected layers option :removetool: > ℹ️ You can turn off individual layers for better clarity in the editor (Zones/Points&Paths) - thus you achieve better work with individual elements :layers: > ℹ️ Clicking on a small junction :smalljunction: turns it into a large junction :largejunction: and adds one more small junction to each side, so you can solve multiple path connections. ![016 - Editor - path.mp4](media://33f3612f-0cb0-43c9-a711-e04589045313) ### Map scale, zoom and POI size coeficient settings - **Map scale settings** - By setting the correct scale, you ensure that the navigation route description displays accurate distance information. - Go to **Smart building - Areas - Editor** and click on the area where you want to set the map scale. - Switch to **Edit mode**. - Select a part of the map where you know the actual dimensions in meters (e.g., the length or width of a resource, corridor, doors, etc.). - In the toolbar, click the :mapscale: tool and click on the map to mark the start and end points of the measurement segment. - A window appears on the right, where you enter the **Real length of the drawn line in metres**. - Save the settings by clicking the :save: button. - This value will also be transferred to *Map scale in meter/unit* field in the *Floorplan* tab. - **Zoom settings** - The correct zoom setting ensures user comfort when using the navigation. - Zoom values are mandatory and determine the zoom behavior within the navigation section of the application. They are automatically transferred to the navigation and define the zoom range for the user. - Go to **Smart building - Areas - Floorplan** and click on the desired area. - Select the minimum, the maximum and the default zoom value: - **Min** = The minimum allowed zoom-out level. The user will not be able to zoom out the map beyond this value. - **Max** = The maximum allowed zoom-in level. The user will not be able to zoom in on the map beyond this value. - **Default** = The default zoom level that will be applied when the map is loaded in the navigation. - **POI size coeficient** - This value determines the size of the icons displayed on the map in the navigation. - Typically, these include entrances, exits, elevators, and other useful points of interest that are set to be visible to the user. - Go to **Smart building - Areas - Floorplan** and click on the desired area. - Enter the desired value (the value ranges between 0.1 and 4). - By ticking the checkbox above, it is possible to set the POIs to zoom with the floorplan. This means that when zooming the map, the icons will scale up or down in the same proportions. > ℹ️ For each floorplan, it is necessary to set the map scale, zoom and POI size coeficient separately! **Then, test how the individual settings affect the map when it is loaded on different devices** (e.g., mobile phone, kiosk, etc.). ### License setting - Go to **System - Licenses - Assigment** - In the *Resources* tab, assign required licenses to resources by ticking the appropriate checkboxes - Save the settings by clicking the :save: button - For more information see [Resource licenses](https://cue.atlassian.net/wiki/spaces/TAM/pages/777519114) - In the *POIs / QR codes* tab, assign required licenses to POI by ticking the appropriate checkboxes - Save the settings by clicking the :save: button - For more information see [POI licenses](https://cue.atlassian.net/wiki/spaces/TAM/pages/772046915) ![017 - licences.mp4](media://794c85a1-4eb4-4176-aeed-8a9dfc719be4) ### Enable CUE Navigation - Go to **Smart building - Navigation** - Check Enable CUE Navigation - Save the settings by clicking the :save: button - At the bottom of the page you can see the current URL for navigation ![018 - Enable Navigation.mp4](media://f66cad2b-e07b-415a-9cab-5d75cc425522) ## You're done here! You can now go to the navigation web page and test whether everything has worked ![019 - try it.mp4](media://3fb69c4a-5013-4ccc-9181-d6c37e228aae) ###