Skip to main content

Get Started

The following identifies the recommended steps to create and configure content for Digital Menu Board (DMB).

To access DMB utilities:

  1. From the upper-right of the Genius Portal, open the 4-dot menu.

  2. From the 4-dot menu, select Digital Menu Board.

    Getting_Started.png

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDayparts

A "Daypart" identifies a segment of the business day, for example, Breakfast, Lunch, and Dinner. Dayparts are used on Schedules to control the DMB content that is displayed during specific times of the day.

Use the Dayparts utility to add and manage the Dayparts that are available for selection when creating a Schedule. The following provides an overview of the Dayparts homepage:

Day_Parts.png

1

Add Daypart

Create new Daypart

2

Dayparts

Name of Daypart

Use the control to the left of the listed Dayparts to sort them in the preferred sequence.

3

3-Dot Menu

Select an action to perform on the Daypart:

  • Edit - Edit Daypart

  • Delete - Delete Daypart

Add Daypart

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDayparts

To add a Daypart:

  1. From the upper-right of the Dayparts homepage, select Add Daypart.

  2. In the Daypart Name field, type the name of the Daypart.

  3. From the upper-right, select Save.

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementDesigns

Access Content Designs to create and design DMB content. The following is an overview of the Content Designs homepage:

Screens.png

1

Create Content Design

Use Content Designer to configure display components, including images and videos.

2

Content Design Name

Name of Content Design

3

Description

Description of Content Design

4

Resolution

Screen resolution

Select All from the column header to filter the list by resolution.

5

Content Layouts

Number of Content Layouts mapped to the Content Design

Select the number to view the mapped layout names.

6

Last Update

Date/time the Content Design was last updated

7

3-Dot Menu

From the dropdown, select an action to perform on the Content Design:

  • Edit - Edit properties and components of Content Design

  • Delete - Delete Content Design. You must first remove all Content Layout assignments.

  • Duplicate - Create copy of Content Design and customize its properties and components.

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDisplay Schemas

A Display Schema is a collection of displays. Define the orientation and resolution for each display in the schema.

When you create Content Layouts, you assign the preferred Display Schema to each layout.

Use Display Schemas to create and manage Display Schemas. The following is an overview of the Display Schemas homepage.

Note

If no Display Schemas are defined, the homepage displays the message: "You haven't created any Display Schemas yet."

Display_Schemas.png

1

Create Display Schema

Create Display Schema

2

Display Schemas

Identifies the Display Schema and its maximum number of displays (horizontal and vertical)

Select a Display Schema to view the schema.

3

Last Update

Date/time of last update

4

3-Dot Menu

Select an action to perform on the Display Schema:

  • Edit - Edit displays in the Display Schema

  • Delete - Delete Display Schema

Create Display Schema

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDisplay Schemas

To create a Display Schema:

  1. From the Display Schemas homepage, select Create Display Schema.

  2. From the General page, define the following:

    Setting

    Description

    Display Schema Name

    Name of Display Schema

    Description

    Description of Display Schema

  3. From the left menu pane, select Displays.

  4. From an undefined display, select Add Display.

  5. From the Add Display window, define the following:

    Setting

    Description

    Display Name

    Name of Display

    Choose orientation and resolution

    Select the preferred orientation and resolution

  6. From the lower-right of the Add Display window, select Done.

  7. Repeat steps 4-6 to add additional displays to the schema.

  8. From the upper-right, select Save.

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementLayouts

A Content Layout is a Display Schema with specific Content Designs for each Daypart.

Use Content Layouts to manage the DMB content deployed to sites. The following is an overview of the Content Layouts homepage:

Note

If no Content Layouts are defined, the homepage displays the message: "You haven't created any Content Layouts yet."

Content_Layouts.png

1

Create Content Layout

Create new Content Layout

2

Name

Name of Content Layout

3

Content Thumbnails

Content thumbnails of displays in Display Schema

To view all thumbnails, select the right-arrow next to the Content Layout name.

4

Display Schema

Name of Display Schema assigned to Content Layout

5

Last Update

Date/time of last update to Content Layout

6

3-Dot Menu

Select an action to perform on the Content Layout:

  • Edit - Edit Content Layout

  • Preview - Preview the Content Layout

  • Duplicate - Copy the Content Layout and customize as needed

  • Delete - Delete Content Layout

Create Content Layout

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementLayouts

To create a Content Layout:

  1. From the Content Layouts homepage, select Create Content Layout.

  2. From the Create Content Layout window, define the following settings:

    Setting

    Description

    Content Layout Name

    Name of Content Layout

    Description

    Description of Content Layout

  3. From the Create Content Layout window, select the Display Schema to assign to the layout.

  4. From the lower-right of the window, select Next to view a visual representation of the Content Layout.

    Getting_Started_Content_Layouts.png
    • The Display Schema is displayed for each Daypart.

    • From the upper-right of the Content Layout, select the 3-dot menu to edit or delete the Content Layout.

    • From the bottom of the Content Layouts screen, select Add Content Layout to add additional layouts.

  5. From the upper-right of Content Layouts, select Assign Content Designs to assign Content Designs to each display in the Display Schema for each Daypart.

  6. From the upper-left of Assign Content Designs, select a Daypart.

  7. From an unassigned display, select +Add Content Design.

  8. From the Content Design Catalog tab of the Select Content Design window, select the Content Design to assign to the display.

    The Content Design Catalog tab only lists designs with a resolution that matches the display.

    The Added Content Designs tab lists Content Designs assigned to a display.

  9. From the lower-right of the Select Content Design window, select Add Content Design.

In the following example, Content Design 1748_1 is assigned to the first display in the Display Schema for the Breakfast Daypart.

To edit a Content Design assignment, select the pencil located below the display icon.

Assign_Screens.png

Review Content Layout

After you assign a Content Design to a Display Schema, review the Content Layout:

  1. From the upper-right of the Assign Content Designs screen, select Review.

  2. From the upper-right, select Save.

Review Content Layout

After you assign a Content Design to a Display Schema, review the Content Layout:

  1. From the upper-right of the Assign Content Designs screen, select Review.

  2. From the upper-right, select Save.

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementLayouts

Important

Before you can deploy a Content Layout, you must assign a Content Design to each display in the Display Schema.

To deploy Content Layout:

  1. From the Content Layouts homepage, select the Content Layout.

  2. From the upper-right of the Content Layouts screen, select Ready to Deploy.

    The Content Layout is added to the Ready to Deploy tab of Content Deployment.

Alternate method:

  1. From the Content Layouts homepage, locate the Content Layout.

  2. From the 3-dot-menu on the row of the Content Layout, select Edit.

  3. From the Save dropdown in the upper-right of the Content Layout screen, select Ready to Deploy.

    The Content Layout is added to the Ready to Deploy tab of Content Deployment.

Step 1: Add Dayparts

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDayparts

A "Daypart" identifies a segment of the business day, for example, Breakfast, Lunch, and Dinner. Dayparts are used on Schedules to control the DMB content that is displayed during specific times of the day.

Use the Dayparts utility to add and manage the Dayparts that are available for selection when creating a Schedule. The following provides an overview of the Dayparts homepage:

Day_Parts.png

1

Add Daypart

Create new Daypart

2

Dayparts

Name of Daypart

Use the control to the left of the listed Dayparts to sort them in the preferred sequence.

3

3-Dot Menu

Select an action to perform on the Daypart:

  • Edit - Edit Daypart

  • Delete - Delete Daypart

Add Daypart

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDayparts

To add a Daypart:

  1. From the upper-right of the Dayparts homepage, select Add Daypart.

  2. In the Daypart Name field, type the name of the Daypart.

  3. From the upper-right, select Save.

Add Daypart

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDayparts

To add a Daypart:

  1. From the upper-right of the Dayparts homepage, select Add Daypart.

  2. In the Daypart Name field, type the name of the Daypart.

  3. From the upper-right, select Save.

Step 2: Create Content Designs

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementDesigns

Access Content Designs to create and design DMB content. The following is an overview of the Content Designs homepage:

Screens.png

1

Create Content Design

Use Content Designer to configure display components, including images and videos.

2

Content Design Name

Name of Content Design

3

Description

Description of Content Design

4

Resolution

Screen resolution

Select All from the column header to filter the list by resolution.

5

Content Layouts

Number of Content Layouts mapped to the Content Design

Select the number to view the mapped layout names.

6

Last Update

Date/time the Content Design was last updated

7

3-Dot Menu

From the dropdown, select an action to perform on the Content Design:

  • Edit - Edit properties and components of Content Design

  • Delete - Delete Content Design. You must first remove all Content Layout assignments.

  • Duplicate - Create copy of Content Design and customize its properties and components.

Step 3: Create Display Schemas

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDisplay Schemas

A Display Schema is a collection of displays. Define the orientation and resolution for each display in the schema.

When you create Content Layouts, you assign the preferred Display Schema to each layout.

Use Display Schemas to create and manage Display Schemas. The following is an overview of the Display Schemas homepage.

Note

If no Display Schemas are defined, the homepage displays the message: "You haven't created any Display Schemas yet."

Display_Schemas.png

1

Create Display Schema

Create Display Schema

2

Display Schemas

Identifies the Display Schema and its maximum number of displays (horizontal and vertical)

Select a Display Schema to view the schema.

3

Last Update

Date/time of last update

4

3-Dot Menu

Select an action to perform on the Display Schema:

  • Edit - Edit displays in the Display Schema

  • Delete - Delete Display Schema

Create Display Schema

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDisplay Schemas

To create a Display Schema:

  1. From the Display Schemas homepage, select Create Display Schema.

  2. From the General page, define the following:

    Setting

    Description

    Display Schema Name

    Name of Display Schema

    Description

    Description of Display Schema

  3. From the left menu pane, select Displays.

  4. From an undefined display, select Add Display.

  5. From the Add Display window, define the following:

    Setting

    Description

    Display Name

    Name of Display

    Choose orientation and resolution

    Select the preferred orientation and resolution

  6. From the lower-right of the Add Display window, select Done.

  7. Repeat steps 4-6 to add additional displays to the schema.

  8. From the upper-right, select Save.

Create Display Schema

Genius Portal4-Dot MenuDigital Menu BoardSite ControlsDisplay Schemas

To create a Display Schema:

  1. From the Display Schemas homepage, select Create Display Schema.

  2. From the General page, define the following:

    Setting

    Description

    Display Schema Name

    Name of Display Schema

    Description

    Description of Display Schema

  3. From the left menu pane, select Displays.

  4. From an undefined display, select Add Display.

  5. From the Add Display window, define the following:

    Setting

    Description

    Display Name

    Name of Display

    Choose orientation and resolution

    Select the preferred orientation and resolution

  6. From the lower-right of the Add Display window, select Done.

  7. Repeat steps 4-6 to add additional displays to the schema.

  8. From the upper-right, select Save.

Step 4: Create Content Layouts

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementLayouts

A Content Layout is a Display Schema with specific Content Designs for each Daypart.

Use Content Layouts to manage the DMB content deployed to sites. The following is an overview of the Content Layouts homepage:

Note

If no Content Layouts are defined, the homepage displays the message: "You haven't created any Content Layouts yet."

Content_Layouts.png

1

Create Content Layout

Create new Content Layout

2

Name

Name of Content Layout

3

Content Thumbnails

Content thumbnails of displays in Display Schema

To view all thumbnails, select the right-arrow next to the Content Layout name.

4

Display Schema

Name of Display Schema assigned to Content Layout

5

Last Update

Date/time of last update to Content Layout

6

3-Dot Menu

Select an action to perform on the Content Layout:

  • Edit - Edit Content Layout

  • Preview - Preview the Content Layout

  • Duplicate - Copy the Content Layout and customize as needed

  • Delete - Delete Content Layout

Create Content Layout

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementLayouts

To create a Content Layout:

  1. From the Content Layouts homepage, select Create Content Layout.

  2. From the Create Content Layout window, define the following settings:

    Setting

    Description

    Content Layout Name

    Name of Content Layout

    Description

    Description of Content Layout

  3. From the Create Content Layout window, select the Display Schema to assign to the layout.

  4. From the lower-right of the window, select Next to view a visual representation of the Content Layout.

    Getting_Started_Content_Layouts.png
    • The Display Schema is displayed for each Daypart.

    • From the upper-right of the Content Layout, select the 3-dot menu to edit or delete the Content Layout.

    • From the bottom of the Content Layouts screen, select Add Content Layout to add additional layouts.

  5. From the upper-right of Content Layouts, select Assign Content Designs to assign Content Designs to each display in the Display Schema for each Daypart.

  6. From the upper-left of Assign Content Designs, select a Daypart.

  7. From an unassigned display, select +Add Content Design.

  8. From the Content Design Catalog tab of the Select Content Design window, select the Content Design to assign to the display.

    The Content Design Catalog tab only lists designs with a resolution that matches the display.

    The Added Content Designs tab lists Content Designs assigned to a display.

  9. From the lower-right of the Select Content Design window, select Add Content Design.

In the following example, Content Design 1748_1 is assigned to the first display in the Display Schema for the Breakfast Daypart.

To edit a Content Design assignment, select the pencil located below the display icon.

Assign_Screens.png

Review Content Layout

After you assign a Content Design to a Display Schema, review the Content Layout:

  1. From the upper-right of the Assign Content Designs screen, select Review.

  2. From the upper-right, select Save.

Review Content Layout

After you assign a Content Design to a Display Schema, review the Content Layout:

  1. From the upper-right of the Assign Content Designs screen, select Review.

  2. From the upper-right, select Save.

Create Content Layout

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementLayouts

To create a Content Layout:

  1. From the Content Layouts homepage, select Create Content Layout.

  2. From the Create Content Layout window, define the following settings:

    Setting

    Description

    Content Layout Name

    Name of Content Layout

    Description

    Description of Content Layout

  3. From the Create Content Layout window, select the Display Schema to assign to the layout.

  4. From the lower-right of the window, select Next to view a visual representation of the Content Layout.

    Getting_Started_Content_Layouts.png
    • The Display Schema is displayed for each Daypart.

    • From the upper-right of the Content Layout, select the 3-dot menu to edit or delete the Content Layout.

    • From the bottom of the Content Layouts screen, select Add Content Layout to add additional layouts.

  5. From the upper-right of Content Layouts, select Assign Content Designs to assign Content Designs to each display in the Display Schema for each Daypart.

  6. From the upper-left of Assign Content Designs, select a Daypart.

  7. From an unassigned display, select +Add Content Design.

  8. From the Content Design Catalog tab of the Select Content Design window, select the Content Design to assign to the display.

    The Content Design Catalog tab only lists designs with a resolution that matches the display.

    The Added Content Designs tab lists Content Designs assigned to a display.

  9. From the lower-right of the Select Content Design window, select Add Content Design.

In the following example, Content Design 1748_1 is assigned to the first display in the Display Schema for the Breakfast Daypart.

To edit a Content Design assignment, select the pencil located below the display icon.

Assign_Screens.png

Review Content Layout

After you assign a Content Design to a Display Schema, review the Content Layout:

  1. From the upper-right of the Assign Content Designs screen, select Review.

  2. From the upper-right, select Save.

Review Content Layout

After you assign a Content Design to a Display Schema, review the Content Layout:

  1. From the upper-right of the Assign Content Designs screen, select Review.

  2. From the upper-right, select Save.

Step 5: Deploy Content Layout

Genius Portal4-Dot MenuDigital Menu BoardContent ManagementLayouts

Important

Before you can deploy a Content Layout, you must assign a Content Design to each display in the Display Schema.

To deploy Content Layout:

  1. From the Content Layouts homepage, select the Content Layout.

  2. From the upper-right of the Content Layouts screen, select Ready to Deploy.

    The Content Layout is added to the Ready to Deploy tab of Content Deployment.

Alternate method:

  1. From the Content Layouts homepage, locate the Content Layout.

  2. From the 3-dot-menu on the row of the Content Layout, select Edit.

  3. From the Save dropdown in the upper-right of the Content Layout screen, select Ready to Deploy.

    The Content Layout is added to the Ready to Deploy tab of Content Deployment.