Welcome

New Customer Welcome

Our mission is to enable you to best use Trimble GeoManager solutions so your organization

can fast track the path to lower operation costs, increased productivity and enhanced customer

service.

This guide is provided to help with the initial steps in setting up your account; building your

Organizational Hierarchy, configuring (labeling) your devices, and creating Users. Please feel

free to contact your Sales Manager to assist with any questions you may have.

WebEx instructor led training is also available upon request. Contact Trimble training directly

to schedule TrainingFSM@trimble.com.

Upon completion of these first steps, it is recommended that you contact the Trimble Training

department. The training department will schedule time to review your account setup, answer

questions and recommend additional courses that you would benefit from attending.

Proper setup is essential to your company’s success with GeoManager solutions. For best

results, it is recommended that you register for and attend Trimble FSM University Learning

Center courses. Trimble FSM University Learning Center offers many flexible options to suit

your training needs. Trimble FSM University is a free service that has self-paced courses

tailored toward setting up your account, targeted courses based on your role in your

organization, and a feature based series that enables you to focus on the specific features of your

system.

eLearning courses include interactive elements like guided practices where you can try out

what you just learned, and knowledge checks to test your retention.

Need Assistance - Contact TrainingFSM@trimble.com for any questions regarding Trimble

training or to speak with a Trainer regarding your specific requirements.

When registering, select System Administrator as your role. You will automatically be assigned

two short sessions: 1) “A Quick Tour of GeoManager” and 2) “Admin - Welcome”. The quick

tour provides an overview of the main features of GeoManager and Frequently Asked

Questions when first setting up your account. The Admin Welcome provides an introduction to

your role and the recommended courses and the order they should be taken.

1. Log in to your GeoManager account.

2. Click “Training & Support”.

3. Select the “Training” link.

4. Click the link to the “Trimble FSM University Learning Center”.

5. Log in, or if you are a first time user, click the blue “New User Login” button then complete

a short registration form. Remember the required Certification ID is located on your

GeoManager training page. Be sure to select the “Job Role” System Administrator. The

selection determines the initial set of eLearning courses that are automatically assigned to

you.

Begin taking eLearning courses listed in the “Assignments Pending Completion” section. A

Welcome message and a Quick Tour of GeoManager will be listed. The Welcome message

includes the recommended courses based on the role you selected and step-by-step instructions

for ordering additional eLearning courses.

After your initial registration, you may access the FSM University directly at:

https://www.trimblefsmlearning.com/trimble_login.html

1. Test Your GeoManager Login As the Administrator you will need full access to the account. The user name and password

provided to your organization provides you with all Administrator rights and capabilities. The

user name and passwords are case sensitive.

Region 1 - Americas: https://www.road.com/application/signon/secured/login.html

Region 2 – Europe, Middle East, Africa, Australia, Asia Pacific:

https://eugm.road.com/application/signon/secured/login.html

If there are any issues, please contact Trimble Customer Support.

When in your GeoManager account, the contact details for the support team in your region are

available by clicking the Service Center tab and then Customer Support.

When in your GeoManager account, you can click the Service Center tab to find links to

additional resources including Customer Support, Product Documentation, Training and

Service Requests.

Device Table: List of all

installed devices

Administration Tab: Access to

Administrative functions such

as Building OH, Configuring

Devices, Creating Users and

more

Training and Support: Links to

Trimble FSM University

registration

Service Center tab: Links to

additional resources

Reports Tab: Access to

Standard and Exception reports

2. Define Your Organizational Hierarchy When designing the structure for your OH, it is important that you keep your own company’s

OH in mind. You will want the OH within GeoManager to match the way you do business.

At least one Organizational Category must be created. It can be as simple as Corporate. It is

recommended that at least one Organizational Unit be created. Devices, Employees and Users

are assigned to each Organizational Unit.

It is important to understand your organization’s hierarchy for use in setting up OH. Here you

can see an example of a multi-tiered OH for the fictitious organization QuickProCo, which has

four main areas of business. Additional Organizational Units have been added as appropriate

to the way they do business.

The eLearning course Admin – Building Organizational Hierarchy provides step-by-step

instructions.

Create

Organizational

Categories

Organizational

Hierarchy

From Admin Tab,

User,

Organizational

Hierarchy,

View/Create/Edit

OH

1. Click Organizational Categories

2. Enter Name of Category

3. Enter Description of Category

4. Press Save

Note: You can access OH from Administration Tab, then

Devices, Employee, or User drop-down

Create

Organizational

Units

Organizational

Hierarchy

From Admin Tab,

User,

Organizational

Hierarchy,

View/Create/Edit

OH

1. Click Organizational Units

2. Enter Name of Unit

3. Enter Organizational Code (Does NOT need to be

unique

4. Enter Description (Optional)

5. Assign Category

6. Select Parent

7. Press Save

3. Configure Mobile Devices Configuring mobile device details enables customers to label or name their devices as they are

known to you. For example, truck numbers or license plate numbers. It is not recommended to

label devices by employee names. The standard feature employee to device association

provides Users with the employee name. In addition to providing usable names, up to 8

custom fields can be defined and displayed. For example, VIN numbers, license plate numbers,

year, make and model of the vehicles.

Once the custom fields (optional step) are defined, the appropriate data can be uploaded for

each vehicle.

The eLearning course Admin – Configuring Mobile Devices provides step-by-step instructions.

The eLearning course Admin – Uploading Batch Templates provides step-by-step instructions

for uploading data into GeoManager.

Configure Device

Custom Fields

Configure Device

Custom Fields

From Admin Tab,

devices, Configure

Custom Fields

1. Click Device Custom Field Labels

2. Enter up to eight (8) Titles for Custom Fields

3. Press Save

Configure Devices Configure Mobile

Device

From Admin Tab,

devices, Configure

Mobile Device

Details, Configure

Mobile Device

Device Names

Click on Labels in New Label field

Change to new names

Press Save

Colors and Stop Times

1. Click check box to left of device to change

2. Click Settings link

3. Change Stop Status Colors (Green, Yellow, Red)

4. Ensure Time Zone is correct

5. Set Device Icon color to desired option

6. Click Organizational Hierarchy name

7. Select desired Organizational Hierarchy for device

8. Press Submit

Custom Fields

Click Custom Field Information bar

Enter Device custom field data

Press Submit

4. Define Roles Role Management enables customers to manage User’s access to specific features within

GeoManager. There are default roles that may be used including Default Admin and Default

Standard User. For many customers these two default roles are sufficient. The Default Admin

role grants Users all rights to the create, edit and view features of GeoManager. The Default

Standard User role, limits the User to primarily view, with limited create and edit capability.

To learn more about Role Management attend the Admin – Creating Roles.

5. Create Users Users are those individuals that will log on to GeoManager. It is highly recommended that each

User be provided a unique log in. The User Name must be unique within all of GeoManager.

Therefore it is recommended that a unique identifier related to your company be used. For

example, rleonard is fairly common, however rleonard_trimble is probably not.

To learn more about Users attend the Admin – Creating Users.

Create New User User

Administration

From Admin Tab,

User, User

Administration

1. Click Create User

2. Enter new user name

3. Enter password and repeat to verify

4. Enter First Name, Last Name, Title, Department and

email address

5. Click Select Organization

6. Select Organizations that this user can view

7. Press Assign

8. Click Assign Roles

9. Select role or roles for user

10. Press right arrow to move

11. Press Save

12. Press Save again in main window

13. Optionally email notification to new user

6. Create and Save Custom Views Custom views are user-defined map views that have been saved for fast and easy map

navigation. Users can define an unlimited number of custom views. Custom views make it easy

to navigate from one area of the map to another when users are responsible for large areas or

regions but still need to quickly view street level details.

To learn more about custom views, attend the eLearning course Map Navigation and Action

Menus.

Create Custom

Views

Device

Management page

From Device

Management page,

click on Map to

display drop down

menu, Navigate map

to set view to save

1. Manage Custom Views

2. Add New View

3. Name View

4. Capture Map

5. Confirm

7. On Demand Reports Select the Reports tab to generate on-demand reports. A list of Standard Reports is available

from the drop down menu. Regardless of the report that you are generating, the steps are

typically the same. An Exception report will not be available until the exception has been

created.

To learn more about reports, attend the eLearning course On-Demand and Scheduled Reports.

Generate On-

Demand Reports

Reports Tab

Standard Reports

or Exception

Reports

1. Select name of report

2. Choose mobile devices to be included within the

report

3. Choose time frame to be included within the report

(maximum of 30 days)

4. Choose report format; OnLine, Download csv, txt or

Excel

5. Click Generate

NOTE: An Exception must be created before a report is

available.

A feature in GeoManager that enables you to bulk upload data into your account.

A feature in GeoManager Fleet Management that enables you to display custom device

information in GeoManager when hovering over a device icon.

A feature in GeoManager Fleet Management that enables you to create and save specific map

locations for easy navigation.

A driver or technician, or whoever is driving the vehicle in which the Mobile Device is installed.

Mobile device refers to the GPS hardware installed in your vehicle that GeoManager monitors.

Each mobile device is assigned a color to make it easy to view in GeoManager maps. The colors

and their associated numbers within the system are shown below. Refer to this color chart when

deciding which color to assign to your vehicles.

Groups in the OH which the Organizational Units are placed in to.

A GeoManager Fleet Management feature that allows you to organize your mobile devices,

users and employees.

The customer-defined groups in OH. Employees, devices, and users are assigned to each group.

The default or customer-defined features and capabilities that a User has access to.

Role Management enables organizations to customize the features and capabilities that a user

has access to. Roles can be created that provide assigned users the ability to view only, or

view/edit, or create.

Users are the people who log into GeoManager.

November 2015

www.trimble.com\fsm

Copyright © 2015, Trimble Navigation Limited. All rights reserved. Trimble and the Globe & Triangle logo are trademarks of

Trimble Navigation Limited registered in the United States Patent and Trademark Office and other countries. TrimWeb and

TrimView are trademarks of Trimble Navigation Limited. GeoManager is a service mark of Trimble Navigation Limited. All other

trademarks are the property of their respective owners.