Zest4 Connect is Zest4’s IoT & M2M estate management portal. It is an easy-to-use and intuitive graphical dashboard through which customers monitor, manage and report on their IoT/M2M estate.
By default, your Zest4 Connect access will be provided with one admin account, usually provided to you during your first order request with us.
If you’d like to create another login you can do this on the “Managed Accounts” tab at the top of the Zest4 Connect portal:
On the managed accounts page, you can now add a user by clicking the “Add user” button next to the account in question, which will bring up the following window:
A Zest4 Connect user can have one of the following types of role:
Role selection is key when setting up a new user on Zest4 Connect.
Everything that a View Only user can do, in addition to:
Everything that a User can do, in addition to:
Once created, the new user will have their Zest4 Connect credentials automatically emailed to them.
This Password creation email will come from the email address: noreply@connectivity.management – It may wind up in your Junk folder. Please mark this email address as a Safe Sender, as this same email address is also used to send Alert/Cap notifications through the portal.
You can also enable Two-Factor Authentication for users if required.
If you are struggling to create portal logins then please contact the M2M Support team via Support Ticket on the Zest4 Customer Portal or email service@zest4.com who will be happy to assist you further.
You can create new sub accounts on the Zest4 Connect portal, which you can then allocate sims on your estate to these sub accounts easily enough. This is great if you have sims at different sites throughout your business, as you can then create an account for each site.
A Managed Account provides the customer with access to their SIM estate. This access allows customers to monitor, manage and report on their SIM estate. Associated with each Managed Account is at least one user of type Admin, and zero or more users of type User and View Only.
If a customer re-sells SIMs to a sub-customer, an Admin user can create a sub-account for that sub-customer which will allow that sub-customer to manage their own SIM estates. Sub-customers can also sell SIMs to their sub-customers, and so on.
Example:
Zest4 is the main account. Then you can create sub accounts that sit underneath:
To do this you will need to go on the “Managed Accounts” tab at the top of the Zest4 Connect portal. You then click on the “+” sign next to the main account. Once clicked, this creates the new sub account and allows you to name it.
As an admin user, you can now allocate sims from the main account, to the new sub accounts. To do this you must go back to the dashboard and select the sims you desire to move to the new sub account. We will explain in more detail how to move SIMs between accounts, later in this guide.
See section: 13.0 Bulk Actions
The Zest4 Connect Dashboard shows a summary of the current state of your SIM estate:
The following information is displayed:
Alerted SIMs – displays the number of SIMs which have currently exceeded their usage Alert threshold in the current calendar month.
Inactive SIMs – displays the number of Inactive SIMs.
Suspended SIMs – displays the number of Suspended SIMs.
Blocked SIMs – displays the number of SIMs which have currently exceeded their Cap threshold in the current calendar month.
SIM Status – displays a pie graph showing the number of SIMs in each state.
Last Connected – displays the number of SIMs that were last connected within the following periods:
Operators – displays the number of SIMs of each Mobile Network Operator (MNO).
Highest Data SIMs – displays the ICCIDs (SIM numbers) of the top 10 SIMs in terms of data usage used in the current calendar month.
Tariffs – displays the number of SIMs on each tariff.
Clicking on any of the graphs displays a filtered view of the SIM List. E.g. clicking on the Active segment of the SIM Status pie chart will cause the SIM list to be displayed showing the Active SIMs. Also, if clicking on one of the top ten SIMs, this then causes SIM Details to be displayed for that particular SIM that you have clicked.
The SIM list screen is where you can view specific information about a SIM that you have searched for, or view a filtered group of SIMs including details such as MSISDN, ICCID, MNO, Account Name, IP Details etc.
Please Note – the usage visible on this screen is the usage incurred by the SIM(s) in the current calendar month only. You can view SIMs in a filter, based on any number of different attributes. As examples, you could bring back usage based on a filter of Blocked SIMs that you can see on the landing Dashboard screen to the SIM List screen; or you could use a filter and view the particular SIMs of a specific sub account too. You can also save your most commonly used filters as well.
See section: 8.0 Advanced Filters for more information.
There are a few useful things you can do with the information displayed on this SIM List screen:
You can edit the visible columns and change the order they appear on screen.
You can download all of the information that is displayed on this screen into Excel using the Export button.
This will show you the total data usage of all the SIMs in the SIM List filter for the current month. This is useful if you have multiple SIMs utilising a shared or aggregated data tariff, and you need to see how much data these specific SIMs have used collectively so far in the current calendar month.
SIMs can be searched via any of the following:
Example – How to search for SIM ICCID 9900700000000000006?
2. Type or paste the ICCID into the search box and hit the magnifying glass symbol, or press return.
The system will filter the result.
Did you know the filter must be reset before making a new search? This can be done by clicking the ‘Return to default filter’ button.
If you click on the SIM in the SIM Details screen, it will take you through to a new screen, providing further details for an individual SIM.
In the SIM List section, hover over a SIM until it highlights grey and then click the mouse.
Here is a SIM summary screen, where a lot of useful information can be viewed, and a multitude of actions can be undertaken at SIM level including the following (subject to relevant user permissions):
For example, the Notes could be used for a device identification number, which then enables a record to be held of which SIM is in which device.
This screen also shows the SIM’s Activity Log, which records when any of the following occur:
These entries include the date, time and user who performed the activity.
Emport provides a variety of options to view and manage reporting either on a single SIM, or across an entire estate base.
The following reports can be produced. Each provide further levels of detail to help you understand your SIM or estate better.
Sessions Report – A Sessions Report can pinpoint session times of a SIM for example the start and stop session times. There is also the option to show session interim updates, for Mobile Operators that provide them. Session information is retained for 3 months.
Daily Usage Report – A SIM History Report can be carried out to view the data usage of a single SIM over a defined period of time. Daily usage history is available for 1 year.
Estate History Report – An Estate Report displays data usage across all SIMs which are under account/sub account management. Estate usage history is available for the past year, though usage can only be run in a maximum of 31-day periods at a time.
Note: Data usage shown in Zest4 Connect is indicative and may differ from that shown in your monthly invoice.
A Sessions Report can pinpoint session times of a SIM for example the start and stop session times. There is also the option to show session interim updates, for Mobile Operators that provide them. Session information is retained for 3 months.
The following table is displayed:
The data units can be switched between bytes, kilobytes, megabytes and gigabytes.
This table can then be exported to a file by clicking ‘Export as’ and selecting the required export format (CSV or XLSX). When the export is ready, a pop-up message is displayed. Click on this to download the export.
See section: 14.0 Advanced Filters for a description of some of the terms above see the Glossary of Terminology.
Note: Data usage shown in Zest4 Connect is indicative and may differ from that shown in your monthly bill.
A Daily Usage Report can be carried out to view a single SIM data usage over a defined period of time. This can be particularly useful if you would like to understand how much data is being utilised on the SIM on a per-day basis.
Note: Data usage shown in Zest4 Connect is indicative and may differ from that shown in your monthly invoice.
An Estate History Report displays data usage across all SIMs which are under management. This can be particularly useful if you would like to understand how much data is being utilised on a per-day basis.
The data usage is presented the following graphs:
Usage – The daily total usage to and from the device. This includes a count of the number of SIMs contributing to the usage.
New Connections – Shows all new sessions started in each day. Sessions running from previous days are not included.
Duration – Average session duration of active sessions in each day.
To save an export click Export and select the export format you require (CSV or XLSX). When the export is ready a pop-up message is displayed. Click on it to download the export. There is also the option to perform an expanded export with daily usage per SIM. The export shows usage in bytes.
Note: The data usage shown is indicative and may differ from that shown in your monthly bill.
When in any screen on the portal, go to the Reports option at the top left.
Then select the date range, MNOs and the account(s) you want to be included in the report. The report can return data for the previous 12 months but can only be run in up to a maximum of 31-day periods at a time. If you want the usage for multiple sub-accounts at once, then you need to run it at the higher account level to cover all the required sub accounts as well.
You will then be presented with some graphs for analysis and you will have the option to Export the report into Excel by clicking the button that says Get Report.
You then need to click Export.
The report will run and you will be notified in the bottom righthand corner once the report is ready.
Please note the usage in the report will be in Bytes and will be broken down by MSISDN and by date in the month. The report will only return MSISDNs that have had some usage through the private APN, during the date range that you have selected. MSISDNs with zero usage for the desired date range will not be shown.
If you want the figures in KB then you should divide the figures in the report by 1024, and then that figure by 1024 to get MB, and so on to get GB, TB etc.
Status is displayed as a column in the SIM List and SIM Details screens and is used to identify the current operational status of a SIM.
Pre-provisioned state, no service is available but ready to be activated via the portal. The SIM is not in a billable state.
Awaiting activation by the Mobile Operator.
The SIM is in an active state and is billable. The status icon is green and labelled as connected when the SIM is in session.
The SIM has reached a data alert level (default 80%). The SIM is in an active state and is billable.
Partial service and is billable. The SIM is prevented from starting a new data session via the private APN. To prevent the SIM from connecting via other methods, for example the Public APN or voice/SMS, a full suspension must be requested to Zest4.
Partial service and is billable. The SIM data cap threshold has been reached. The SIM will be prevented from starting a new data session.
SIM has been requested for SIM Disconnection. Service terminated with the mobile network operator and charges cease with 30 days’ notice period from date of request.
An Advanced Filter is a powerful way to group SIMs together based on a defined set of parameters. It allows users to create a filter based on the following data:
You can access Advanced Filter on the SIM List screen.
Click the Advanced Filter button and it will present the different options that you can filter on.
If you want to re-use a filter, you can save it and give it a name. Why not make a filter to save time and reduce the number of clicks? You can also make a filter the default, so that it is remembered when you log out and log in.
Suspend will prevent a SIM from starting a new data session via the private APN.
Please note a full mobile network suspension must be requested to prevent a SIM from using any communication service, for example via the Public APN, SMS or Voice.
If you would like to apply a full mobile network suspension, please submit a Support Ticket via the Zest4 Customer Portal or send an email request to Zest4 M2M Support team at: service@zest4.com.
If the request is urgent, please call the M2M Support team on 0161 956 3300 Opt 1 Opt 1.
Suspend through Zest4 Connect will prevent a SIM from starting a new data session via the private APN.
On the Actions menu, select Suspend SIM(s):
The result of the Suspend is displayed:
This will change the status of the SIM from ‘Active’ to ‘Suspended’.
You can also Suspend a SIM from the SIM Details screen by clicking on the blue button titled Suspend on the left side of the screen:
To unsuspend a SIM then you just need to follow the same two processes above and instead select Enable Suspended SIM(s) from the SIM List filter.
Or click the blue button Enable on the SIM Details screen on a suspended SIM.
If you find your device does not have a data connection, there are several investigative steps you can take that can lead to a speedy resolution.
1. Run the Zest4 Connect Diagnostics tool. This will: check the SIM status allows for data connectivity, try to ping the device, allow you to refresh the SIM (if allowed by the network).
Some SIM statuses are designed to block data connection attempts, these are: Suspended, Blocked, Inactive and Terminated. A data connection via the Private APN will only be accepted if the SIM status is: Active or Alerted.
See section: 9.0 SIM Suspension
2. Check the APN settings on the device are correct – If you are unsure what the correct APN settings are for a SIM you can find it: on the Order Form we provided when the SIMs were activated, in the closing email of the ticket in which the SIMs were activated, or it can be figured out based on the IP address of the SIM.
TIP: If you regularly find yourself asking what the APN details of a SIM is, consider adding an “APN” custom field in Zest4 Connect and recording it there. You and other Zest4 Connect users will be able to access this information easily. For help on doing this please contact Zest4 M2M Support on 0161 956 3300 Opt 1 Opt 1.
3. Reboot or power cycle the device.
4. Check the local network coverage and mast status. Many networks provide an online coverage checker. They can be found by Googling “XXXXX network coverage checker”.
5. If using the SIM internationally, ensure data roaming is enabled on the device. Please see your device manual or consult your device manufacturer on how to do this.
6. Other useful things to do are: try the affected SIM in an alternative device, try an alternative working SIM in the same device, try the device in a different location, manually roam the device on to the authorised network, manually roam the device onto a different network (if possible), attach an antenna to the device.
If you are still experiencing data connectivity issues after completing some or all steps above, please raise a Support Ticket on the Zest4 Customer Portal – https://zest4customers.com or email the M2M Support team at: service@zest4.com.
Please note: We understand that due to the nature of how some devices are set up and where they are located, that a device reboot may not be possible.
A ping can be described as a ‘virtual handshake’ which sends a very small amount of data to the device.
If the SIM is contactable, it will send a small message back showing it is online.
Did you know that not all devices are configured to send a response to a ping? Please check your device settings or consult your device manufacturer if unsure.
To help identify if a SIM is contactable a ping request can be initiated.
Tick the box next to the SIM you wish to ping:
On the Actions menu, select Ping.
Click Ping and the result will display.
A ping along with basic diagnostic checks, can also be carried out when in the SIM Details screen on a specific SIM. Press the button that says Diagnostics.
This will then run a quick check on the SIM and try to ping the device. It will inform you if the device is not reachable. SIMs on certain networks will also give the option to Refresh the SIM. If the option is not here, then a SIM Refresh is not possible through the portal. However, Zest4 can still get the network to perform a SIM Refresh. Please contact the Zest4 M2M Support team to request this via Support Ticket type: SIM Refresh.
For further help and assistance in diagnosing an issue, please contact the Zest4 IoT/M2M Support Team on 0161 956 3300 Opt 1 Opt 1.
To help us resolve your incident as quickly as possible, it is helpful to provide as much information to Zest4 as possible regarding the issue and impact. We will generate further investigation into the problem with the network, and work with you to a resolution.
Data Alerting and Data Capping are services to help you monitor and control your data usage. They are commonly used to limit the amount of data that is used beyond the SIM’s allowance. This is done by setting a Data Cap threshold at the same level as the SIM’s agreed tariff allowance.
When a SIM reaches its cap threshold, an email is sent to the customer stating that the SIM has reached its Data Cap threshold and no further data sessions will be allowed.
The Data Cap threshold, and the list of email addresses to which the notification is sent, are configured in the SIM Details screen.
In addition, for operators that support it, the customer can request that the data session is terminated when the Data Cap threshold is exceeded. This is configurable in the SIM Details screen. Please contact Zest4 to obtain a list of operators that support these “hard caps”.
If you would like to break an existing data session, you can either complete a remote reboot on the device or request Zest4 to process a mobile network refresh by sending a request through to Zest4 by raising a Support Ticket through the Zest4 Customer Portal, during Zest4 business hours (9am – 5.30pm). Urgent requests can also be called through during business hours to IoT/M2M Support on 0161 956 3300 Opt 1 Opt 1.
Important note: For SIMs where the operator doesn’t support hard caps, if the SIM is in an existing data session and exceeds its Data Cap threshold, data usage will continue until the current data session comes to an end.
Zest4 also provides the ability to send a warning notification email (an alert) when the SIM’s data usage is approaching the cap threshold. Typically, customers set the alert threshold to 80% of the cap threshold.
The data cap and alert thresholds, and the list of email addresses to which the notification emails are sent, are configured in the SIM Details screen.
Important note: Notifications are only generated once when the SIM’s usage exceeds a threshold. Reminder notifications are not sent.
If you have the requisite Admin permissions, then you can change the level of Alerts and Caps on numbers either individually or in bulk. Note that only users of type Admin can set SIM Data Caps and Alerts.
PLEASE NOTE:
Some SIMs support the ability to request the MNO to terminate a data session when the cap level is reached (in addition to preventing further data sessions). Those SIMs have the following tick box available when setting the cap level:
A Tag is a method of individually identifying SIMs.
As an example, you may want to assign a Tag to a SIM that belongs to a specific customer or is located in a particular area.
Note that only Admin users can create and amend Tags.
Tags can be used to quickly organise and locate SIMs from your estate. Note that only Admin users can create Tags.
On the Actions menu, select ‘Add/Remove Tag(s)‘.
The Edit Tags screen is displayed.
In the ‘Add tags‘ area type the name of the new Tag and click away.
To delete a Tag:
In the SIM List, select all SIMs (the header icon should show).
To rename a Tag, delete it and enter a Tag with the new name.
It is possible to make multiple changes such as moving numbers between accounts, change alert/cap levels, upload tags etc in bulk.
Firstly, upload the appropriate filter of SIMs into the SIM List and tick the numbers accordingly. If there’s more numbers that can fit on this page, be sure to click the Select button twice so that it selects all the SIMs on all pages.
Please Note – If amending the Alert/Cap email addresses in bulk, it will return any email addresses in the Remove Existing email(s) field that are present against at least 1 of the SIMs that you have selected in your filter. It does not necessarily mean that the email addresses listed here are currently against all of the SIMs. It could be an email address is currently against 1 SIM out of the 450, 200 SIMs out of the 450, or 450 SIMs out of the 450 for example. So please consider this carefully when bulk amending emails.
APN (Access Point Name) – An APN is the name given to a gateway between a GPRS, 3G, 4G or 5G mobile network. When establishing an internet connection, an APN name and sometimes a username and password are required to connect.
GSM (Global System for Mobile Communications Service) – GSM utilises the division of time and frequency techniques to increase the call capacity of a wireless network. Other services such as SMS, CSD and GPRS are also enabled through GSM. In Europe, Asia and Australia the 900MHz and 1800MHz frequencies are used, whereas America uses a frequency of 1900MHz.
GPRS (Global Packet Radio Service) – GPRS utilises GSM networks to provide wireless internet connectivity for phones, computers and other devices. Data rates vary between 56 and 114 Kbps. GPRS provides the basic level of internet connectivity before 2G, 3G, 4G and 5G.
HLR (Home Location Register) – A HLR is the main database within a cellular network that holds subscriber details including SIM profile, device, current location, identification encryption code and the users ‘home’ cell.
ICCID (Integrated Circuit Card ID) – Each SIM card is internationally identified by a unique serial number that is imbedded within the SIM profile, and is engraved or printed on the SIM card.
IMSI (International Mobile Subscriber Identity) – An IMSI is a unique 15 digit number used to globally identify a subscriber. The IMSI is stored within the SIM profile and provided to the network when connected. The IMSI can also be used to acquire details of the mobile number in the HLR.
IMEI – (International Mobile Equipment Identity) is a 15- or 17-digit code that uniquely identifies mobile phone sets. The IMEI code can enable a GSM (Global System for Mobile communication) or UMTS (Universal Mobile Telecommunications Service) network to prevent a misplaced or stolen phone from initiating calls.
IMEISV (International Mobile Equipment Identity Software Version) – An IMEISV number is a unique identifier that is associated with a given device and its software version. The identifier often called a serial number is assigned to the device by the manufacturer and can be used to track individual devices and what software version they are using.
IP Addresses – An Internet Protocol (IP) address that is designated for use in a public domain, such as the Internet. A public IP address is in contrast to a private IP address, which is in an address range designated for use only in a private domain, such as a local area network (LAN).
M2M – machine-to-machine or machine-to-mobile communications, via wireless technologies such as cell phone network technologies, WLAN, Bluetooth, and RFID (radio frequency identification). Applications include automatic meter reading, fleet management, vending, monitoring and control, security and alarms, and telemedicine.
MNO – Mobile Network Operator e.g. Vodafone UK, O2 Global, KPMG etc.
MSISDN (Mobile Station International Subscriber Directory Number) – The MSISDN is most commonly referred to as the mobile number. The number includes a country code and the remaining structure is defined by the mobile network. The MSISDN is used to track subscriber calls.
RAT (Radio Access Technology) – The underlying physical connection method for a mobile network.