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This article will cover, at a high level, the steps required to create a new site and implement it for a given client. This article does not cover things like AWS server architecture, file storage procedures, or permissions. This information can be found in the corresponding document related to the specifications and capabilities of the deployment manager.

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Ngen Terminology

Essential/Cloud Terminology

Notes

Organization/Company

Company

Parent company (in some cases of multiple websites, i.e. Company: Maui Condo, which has 8 separate websites with various property feeds)

Connection

Engine

PMS Connection using API Credentials

Channel

URL to connect a Connection to a Wordpress website

Feed Rule

Property Feed

Filtering properties to distribute to a specific channel

Logging into Hub

To Log into Hub: https://dash.hub-stg.rezfusion.com/

If you are not already logged into Auth0, it will prompt you to login and then proceed to bring you into the Hub Dashboard.

Hub Set-up & Configuration

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  1. While still within the /organizations view, you will see your new organization (you may have to select it, first) create your first connection:

    image-20240130-121440.png

  2. First, begin by clicking “Add a Connection”.

    image-20240130-121512.png
  3. Fill in relevant connection details after selecting the connection provider:

<LINK DOCUMENTATION TO REQUIRED FIELDS FOR EACH PMS>

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Click “Add” to save the connection. A page refresh may be required for you to see your new connection.

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Now, it is time to create the channel. The channel is the configuration layer that attaches to a given WordPress website (you will see that process in this guide.) Creating a channel is relatively simple, the most important values are:

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To add your channel - Click Add a Channel

Fill in the following information:

At the very bottom of the modal, click “Add Website”:

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Click the X on the spinning screen pop up

Reload the page, and your new channel should be present:

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  • By individual units from all available organizational connections (in-progress.)

  • By category (in-progress.)

  • By connection (most common); this includes all published/active units from a given connection.

To Add A Feed Rule - Click Add a Feed Rule

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Once your feed rule is created, refresh the page. Then, select your feed rule and associate it with at least one channel and one connection.

Click the Name of the Feed Rule

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Click the Add Channels > Click the Name of your Channel

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Click Add Connections > Click the Name of the Connection

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Click Add Items > Select the appropriate units for this channel

Click Save Rules

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Info

NOTE:

If a rule contains ALL available channels/connections from an organization it belongs to it will not show any options under the Add Channels/Connections tabs. Instead, you will find options to remove the associations under the Remove Channels/Connections tabs.

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Refresh your connections after you have updated your feed rules to finish any necessary channel → item mappings. You should see your feed of properties under the channel dashboard’s “Properties” tab:

Info

To get to your Channel’s Dashboard, click the Ngen logo in the upper right hand corner

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\uD83D\uDCD8 Additional & Future Channel Configuration

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