Installation Guide RMS Enterprise Resource Management Suite® Enterprise Applications L a s t R e v is e d : 2 / 2 7 / 2 0 1 3
AMX Software License and Warranty Agreement • LICENSE GRANT. AMX grants to Licensee the non-exclusive right to use the AMX Software in the manner described in this License. The AMX Software is licensed, not sold. This license does not grant Licensee the right to create derivative works of the AMX Software. The AMX Software consists of generally available programming and development software, product documentation, sample applications, tools and utilities, and miscellaneous technical information.
Table of Contents Table of Contents RMS Enterprise Installation Overview ................................................................1 Overview .................................................................................................................. 1 The RMS Enterprise Installation Process ................................................................... 1 Upgrading From RMS v3.3 to RMS Enterprise..........................................................
Table of Contents Installing Prerequisite Software ........................................................................15 Overview ................................................................................................................ 15 Installing Java SE6 .................................................................................................. 15 Disabling Auto-Update For Java ...................................................................................
Table of Contents Accessing the RMS Enterprise Web UI .......................................................................... 62 Registering a Purchased License ......................................................................63 Overview ................................................................................................................ 63 Manually Activating the Product License ................................................................ 67 Accessing the RMS Enterprise Web UI ....
Table of Contents Launch AMX License Manager..................................................................................... 111 Manually Removing (Revoking) a License.............................................................. 112 Manually Moving a License (To a Different Server) ............................................... 115 Appendix E: Windows Pre-Authentication Configuration ...............................119 Overview .......................................................................
RMS Enterprise Installation Overview RMS Enterprise Installation Overview Overview RMS (Resource Management Suite®) Enterprise is an innovative meeting room management and equipment monitoring software package that provides centralized remote management of networked AV equipment and building systems.
RMS Enterprise Installation Overview Upgrading From RMS v3.3 to RMS Enterprise RMS Enterprise (SDK4) supports SDK3 legacy client connections without question and without making any changes to the code. In fact, many features will be available without any code changes (such as multi-stage and time delayed notifications and power use based on device type).
RMS Enterprise Installation Overview Port 8080 is the default port for Tomcat (see Installing Apache Tomcat v6.0.x on page 17). However, when installing of Tomcat, this port can be assigned to another value if desired. The value assigned to Tomcat is the value that is used in the URL. Refer to the RMS Enterprise System Administrator’s Guide for details on using the RMS Enterprise Web UI.
RMS Enterprise Installation Overview Asset ID In RMS Enterprise, Asset Licenses (see below) represent Locations in your RMS system. One Asset License is required for each Location in the system. Asset IDs are used to activate additional Asset Licenses, in order to add Locations to your RMS System. Asset IDs are purchased from AMX, and are entered in the AMX License Manager to activate the associated Asset Licences. Asset IDs begin with the prefix "AMX-".
RMS Enterprise Installation Checklist RMS Enterprise Installation Checklist Overview RMS Enterprise is a true enterprise-level application, and has specific minimum system requirements that must be met to ensure a successful deployment. This section is provided to ensure that all the necessary prerequisites are met, and that the necessary configuration options are identified prior to the installation of the RMS Enterprise server and RMS Database server.
RMS Enterprise Installation Checklist Minimum Server Hardware Requirements Verify that your server hardware meets or exceeds the following minimum requirements for RMS Enterprise (check the appropriate boxes below): Server Hardware Requirements Does your server meet the following Minimum Server Hardware Requirements? Yes No • Processor Dual core Intel Xeon processor @ 2.
RMS Enterprise Installation Checklist Supported Server Operating Systems Verify that your server’s operating system (OS) meets the minimum requirements for RMS Enterprise: Server Operating System (OS) Do you have a compatible server OS installed? Yes No Yes No Supported Microsoft Server Operating Systems: Microsoft Windows Server 2012 • Standard Edition Microsoft Windows Server 2008 R2 (x64): • Web Edition / Standard Edition / Enterprise Edition Microsoft Windows Server 2008 SP2 (x86 and x64): • Web E
RMS Enterprise Installation Checklist Supported Server Operating Systems Languages Supported Server OS Languages Chinese (Simplified, PRC) German Portuguese (Portugal) Chinese (Classic, HK) Greek Russian English Italian Spanish Flemish (Dutch) Japanese Turkish French Supported Web Browsers The RMS UI is supported on the following web browsers: Supported Web Browsers Windows Macintosh/Apple Internet Explorer v8 Safari v4 Mozilla Firefox v3 Mozilla Firefox v3 Google Chrome v9 Google Chrom
RMS Enterprise Installation Checklist Database Access If you will be using SQL database authentication instead of Windows Authentication to access the database server, check the appropriate box below, and fill in the remaining information. If you are not using Windows Authentication, then enter the Username and Password that will allow access the database server.
RMS Enterprise Installation Checklist Active Directory Services RMS Enterprise supports "LDAP" and "Window Active Directory" directory services. If you intend for RMS Enterprise to utilize one of these directory services, it will be helpful to have the following information prepared: Active Directory Yes No Does your installation require active directory services? No Please continue to the next step.
RMS Enterprise Installation Checklist Legacy TCP/IP Communications RMS Enterprise uses TCP/IP communications between Legacy (version 3.x or lower) clients and the RMS Enterprise server.
RMS Enterprise Installation Checklist Control System Requirements RMS SDK Support Touch panel files for G4 panels NetLinx modules (RFID is supported only on Duet-enabled NetLinx hardware) Each RMS Server supports up to 3000 Locations with SDK4, or up to 1000 SDK3 Locations Systems with more than 50 locations require Microsoft SQL Server 2008 Standard or Enterprise Editions. Microsoft SQL Server "Express Editions" are not appropriate for system with more than 50 locations.
RMS Enterprise Installation Checklist NI Central Controllers and Enova All-In-One Presentation Switchers that come equipped with 64MB of RAM (and therefore could potentially experience this error) are listed in the following table: NI Central Controllers and Enova All-In-One Presentation Switchers With 64MB of RAM NetLinx Integrated Controllers Enova DVX All-In-One Presentation Switchers DVX-2100HD FG1905-04, FG1905-05, FG1905-01, FG1905-02 NI-700 FG2105-70 NI-900 FG2105-90 NI-2100 FG2105-04, FG2105
RMS Enterprise Installation Checklist 4. Reboot the master and test your code. 5. Repeat if necessary. Licensing Information (Entitlement ID) If you have purchased RMS Enterprise, you will need the Entitlement ID obtained from AMX in order to install the software (see the AMX License Manager section on page 43 for details).
Installing Prerequisite Software Installing Prerequisite Software Overview As indicated in the RMS Enterprise Installation Checklist, RMS Enterprise requires two server software applications to be on the server before RMS is installed: Java SE6 (JRE) Tomcat (v6.x required - version 7 is not supported) If both of these applications are not already loaded on the server, download and install both before launching the RMS enterprise Installation executable file.
Installing Prerequisite Software FIG. 3 Java SE6 JRE installer - Complete Disabling Auto-Update For Java Because RMS Enterprise requires a specific version of Java, it is important that Java’s auto-update feature is disabled, to avoid compatibility issues in the future: 1. On the main Control Panel Page, select Java. This opens the Java Control Panel (FIG. 4): FIG. 4 Java Control Panel 2. Un-check the Check for Updates Automatically option. 3.
Installing Prerequisite Software Installing Apache Tomcat v6.0.x Apache Tomcat 6 installation files are available to download from tomcat.apache.org. If Tomcat 6 is already installed on the server, please refer to the Configuring Apache Tomcat section on page 20 before installing RMS Enterprise. 1. Download and launch the Apache Tomcat 6 Windows Service. FIG. 5 shows the Welcome Screen for the Apache Tomcat 6 Setup Wizard: FIG. 5 Apache Tomcat 6 Setup Wizard - Welcome Screen 2.
Installing Prerequisite Software 4. Click Next to accept the default settings and continue to the Configuration screen (FIG. 7): FIG. 7 Apache Tomcat 6 Setup Wizard - Configuration 5. Fill in this information as required. Using the default settings, Tomcat will serve the web page content on port 8080. If you wish for RMS to be hosted on the standard HTTP port 80 and you are not using IIS for Windows Authentication purposes then you may enter port 80 in this field before proceeding.
Installing Prerequisite Software FIG. 9 Apache Tomcat 6 Setup Wizard - Choose Install Location 7. Again, in most cases you should accept the default setting, 8. Click Install to begin the installation. 9. When complete, click Finish to close the Apache Tomcat 6 Setup Wizard (FIG. 10). FIG. 10 Apache Tomcat 6 Setup Wizard - Complete 10. Continue to the Configuring Apache Tomcat section.
Installing Prerequisite Software Configuring Apache Tomcat In order for Tomcat to function properly with RMS Enterprise, the following configuration changes must be made via the Apache Tomcat 6 Properties dialog: 1. With Tomcat running, right-click on the Tomcat icon in the Windows task bar, and select Configure from the context menu (FIG. 11). This opens the Apache Tomcat 6 Properties dialog Tomcat context menu Tomcat icon (Windows Task Bar) FIG. 11 Apache Tomcat 6 context menu - select Configure 2.
Installing Prerequisite Software 150M Recommended setting - 150M (see Step 3) Recommended settings for Initial & Maximum Memory Pool: 32-Bit Windows - 1536 64-Bit Windows - 2048 FIG. 13 Apache Tomcat 6 Properties dialog - Java tab (editing Java Options) 4. Enter values in the Initial Memory Pool and Maximum Memory Pool fields (FIG. 14). 150M 2048 2048 FIG.
Installing Prerequisite Software 5. Click OK to save your changes. 6. At this point, stop the Tomcat service before proceeding (select Stop Service from the Tomcat context menu). Tomcat must be stopped before installing and configuring RMS Enterprise. Once RMS Enterprise has been installed and configured, Tomcat must be restarted in order to run RMS Enterprise.
Upgrading RMS v3.x to RMS Enterprise Upgrading RMS v3.x to RMS Enterprise IF YOU INTEND TO INSTALL RMS ENTERPRISE ON A SERVER THAT IS CURRENTLY RUNNING RMS V3.x, READ AND FOLLOW THESE INSTRUCTIONS FIRST! Overview If you intend to install RMS Enterprise on a server that is currently running RMS v3.3, there are a few important steps to follow to ensure that RMS Enterprise will operate correctly, and to preserve the pre-existing RMS application.
Upgrading RMS v3.x to RMS Enterprise 3) Disable RMS v3.3 Services Once the RMS v3.3 services are stopped, it is necessary to disable them in order to prevent them from restarting when the server is restarted. 1. Go to My Computer > Manage > Server Manager to access the Server Manager. 2. Select Configuration > Services to access the Services window. Note that the four RMS services are stopped (FIG. 16): FIG. 16 Server Manager window 3.
AMX RMS Server Installer AMX RMS Server Installer Overview The AMX RMS Enterprise Installer application is available for AMX dealers to download from www.amx.com/rms/. Tomcat must be stopped during the process of installing RMS Enterprise. If Tomcat is running, stop the service before continuing with the RMS Enterprise installation. 1. Download the RMS Enterprise installation file (i.e. ResourceManagementSuite.exe) from www.amx.com/rms/. 2.
AMX RMS Server Installer 5. Click Next to proceed to the next dialog, where you can specify installation directories for both the RMS and Tomcat installations (FIG. 20). Enter specific file path information for each if necessary (click the Browse buttons to navigate to the desired directories in the Choose Your Directory dialog). However, in most cases, the default directory settings can be used. FIG.
AMX RMS Server Installer FIG. 22 AMX RMS Server Installer - Setup Shortcuts Click Next to proceed. 8. Once the Installation Progress dialog indicates Finished, click Next to proceed to the Installation Complete dialog (FIG. 23): FIG. 23 AMX RMS Server Installer - Installation Complete As indicated in this dialog, RMS Server has been successfully installed at this point. 9. Click Next to launch the RMS Server Configuration tool (described in the next section - see page 29).
AMX RMS Server Installer 28 RMS Enterprise - Installation Guide
RMS Server Configuration RMS Server Configuration Overview After installing the RMS Server application (see the AMX RMS Server Installer section on page 25) you must complete the RMS Server Configuration tool to register and enable your server. The RMS Server Configuration tool also provides an opportunity to configure your database connection, and whether to use an existing database catalog or create a new one. There are a few pieces of information that you'll want to have available during this process.
RMS Server Configuration 3. Enter specific file path information for each file type if necessary (click the Browse buttons to navigate to the desired directories in the Choose Your Directory dialog). However, in most cases, the default directory settings should be used. 4. Click Next to proceed to the Legacy Configuration dialog (FIG. 25). FIG.
RMS Server Configuration Legacy Configuration Options (Cont.) • Ping Timeout This value sets the maximum amount of time that the RMS server allows between NetLinx client ping responses. If the NetLinx client does not return a ping response within this amount of time, the RMS server assumes the connection has been lost and the NetLinx system is offline. • Core Pool Size This value specifies the minimum number of threads allocated by the RMS Enterprise Server to talk to Legacy (v3.x) RMS Servers.
RMS Server Configuration Multi-Server Configuration Options (Cont.) • Search Cluster Name Enter the name of the Search Cluster to which this server will be added. • Datagrid Cluster Name Enter the name of the Datagrid Cluster in which this server will participate. The Search Cluster Name must be identical for all servers in the multi-server farm. The Datagrid Cluster Name must be identical for all servers in the multi-server farm.
RMS Server Configuration It is strongly recommended that the Windows firewall be disabled on all servers in a multi-server installation, to avoid having communications required by RMS being blocked. 6. Click Next to proceed to the Directory Services Configuration dialog. The options in this dialog allow you to configure RMS to use directory services (LDAP or Windows Active Directory) for authentication and user management (FIG. 27): FIG.
RMS Server Configuration Directory Services Configuration Options (Cont.) Directory Configuration • Base Enter the base DN used to search for users. • Group Base Enter the base DN used to search for groups. • User Attribute Name Enter the name of the attribute on the Directory Services server that specifies the names of group members for a group entry. • Group Attribute Enter the name of the attribute on the Directory Services server that specifies the Name group name for a group entry.
RMS Server Configuration Note that these options are presented in the Pre-Authentication tab (if the RMS Server Configuration application was launched manually). Note that Windows is selected by default. The Pre-Authentication information entered here allows end-users to access the RMS user-interface, and is separate from Database Authentication requirements (defined in the Database Configuration dialog (see below). 8. Click Next to proceed to the Database Configuration dialog.
RMS Server Configuration Database Configuration Options (Cont.) Use Existing RMS Database Select this option to use an existing RMS database. Note: This option should only be used when migrating data from an existing RMS 3.x (Legacy) database or when upgrading the RMS Enterprise server and you want to continue using an existing RMS Enterprise database. • If you will be specifying an existing RMS 3.x ("Legacy") database, the database must be migrated to become compatible with RMS Enterprise.
RMS Server Configuration Enter the password in both text fields and click Next. This launches the database updates procedure, as indicated in the Database Updates dialog (FIG. 31). FIG. 31 RMS Server Configuration tool - Database Updates dialog When this dialog indicates that the process is complete (as shown above), click Next to proceed: b.
RMS Server Configuration FIG. 32 RMS Server Configuration tool - License Configuration dialog Migrating a Legacy RMS Database To RMS Enterprise If you will be using an existing Legacy (RMS 3.x) database (as specified in the Database Configuration dialog in the RMS Server Configuration tool), the database must be migrated to become compatible with RMS Enterprise, as described below: 1.
RMS Server Configuration 4. Enter the v3.x database name in the SQL Server Catalog field. 5. Enter Database Authentication information as required by the specified server. 6. Click Next to proceed. At this point the application will prompt you to verify the action of migrating the data from the Legacy database (FIG. 34): FIG. 34 Migrate Data? dialog 7. Click Yes to proceed to the Where would you like to create your new catalog? dialog (FIG. 35): FIG.
RMS Server Configuration FIG. 36 RMS Server Configuration tool - RMS Admin and User Passwords dialog a. Under RMS Administrator’s Password, enter an RMS Admin Password, and re-enter it in the next field. This password will be applied to the RMS administrator account after your RMS database has been created. b. Under RMS User Password, enter an RMS Admin Password, and re-enter it in the next field. This password will be applied to all regular RMS user accounts after your RMS database has been created.
RMS Server Configuration FIG. 37 RMS Server Configuration tool - Database Updates dialog 10. When the process is complete, click Next to proceed to the License Configuration dialog (see FIG. 32 on page 38). The options in the License Configuration dialog allow you to configure RMS Enterprise licenses. 11. Proceed to the next section - AMX License Manager on page 43.
RMS Server Configuration 42 RMS Enterprise - Installation Guide
AMX License Manager AMX License Manager Overview The AMX License Manager is used to install and manage software licenses for RMS Enterprise (as well as other AMX software applications). The AMX License Manager handles two distinct aspects of the RMS Enterprise installation: 1. Installation of the AMX License Server application, which identifies existing licenses of AMX software products (including RMS Enterprise) present on the server. See Installing the AMX License Server below for details. 2.
AMX License Manager Installing the AMX License Server RMS Enterprise uses a network license server to store and manage the product licenses. This is the "AMX License Server" application referred to in the AMX License Manager dialogs below. 1. Select Configure RMS Licenses in the License Configuration dialog (the last dialog in the RMS Server Configuration tool - see FIG. 32 on page 38) to launch the AMX License Manager. The initial view is the Welcome to AMX Licensing Manager dialog (FIG. 39). FIG.
AMX License Manager Search the network for available license servers - Use this option if the AMX License Server application is on the network. This option can be used to locate and select the AMX License Server in multi-server installations (see page 47). Manually enter the license server hostname or IP address - Use this option to manually enter the hostname or IP address of the AMX License Server that you will connect to.
AMX License Manager FIG. 42 AMX License Manager Wizard - Select Licensing Option dialog 5. Select one of the licensing options listed and then click Next. If Request a trial/evaluation license is selected, the next dialog presented is the Contact Information dialog. Refer to the Requesting a Trial/Evaluation License section on page 53 for instructions. If Register a new software license (Requires an Entitlement ID) is selected, the next dialog presented is the Contact Information dialog.
AMX License Manager 1. With this option selected, click Next to proceed to the Licensing Status dialog (FIG. 44): FIG. 44 AMX License Manager Wizard - Licensing Status dialog 2. Click Finished to close the AMX License Manager. Click on the link Click here if you wish to continue and add additional or manage existing licenses to jump to the Licensing Options Menu dialog (see the Selecting a Licensing Option section on page 50). Search the network for available license servers 1.
AMX License Manager FIG. 46 AMX License Manager - Select License Server 3. Select the desired AMX License Server and click Next to proceed to the Select Licensing Option dialog (see the Selecting a Licensing Option section on page 50). If your server does not appear in the list, click Refresh.
AMX License Manager FIG. 48 AMX License Manager Wizard - Specify Network License Server 2. Enter either the hostname or IP address of the Network License Server that you will connect to in the License Server field. 3. Click Next to attempt to connect to the specified server. 4. Once a connection is established with the Network License Server, click Next to proceed to the Select Licensing Option dialog (see the Selecting a Licensing Option section on page 50).
AMX License Manager Click on the link Click here if you wish to continue and add additional or manage existing licenses to jump to the Licensing Options Menu dialog (see the Selecting a Licensing Option section on page 50). If the RMS server is not currently licensed, the next dialog presented is the Select Licensing Option dialog. See the Selecting a Licensing Option section on page 50 for instructions.
AMX License Manager A trial license for RMS Enterprise can only be obtained one time for a server. When the trial license expires after 90 days, another trial license cannot be obtained. A registered license must be activated to continue using RMS Enterprise. Refer to the Requesting a Trial/Evaluation License section on page 53 for instructions. Register a new software license (Requires an Entitlement ID) Select this option if you are installing a new license for RMS Enterprise.
AMX License Manager Register License By: Entitlement ID This option requires that you have a valid RMS Enterprise Entitlement ID (obtained from AMX). After purchasing software from AMX, you will receive a Entitlement ID. The Entitlement ID is required to acquire and activate the initial license, and will also be required when requesting support services from AMX. This option is the same as the Register a new software license (Requires Entitlement ID) option in the Select Licensing Option dialog (see FIG.
Requesting a Trial/Evaluation License Requesting a Trial/Evaluation License Overview Once you have access to the AMX License Server, you can request a Trial/Evaluation license of RMS Enterprise. See the Installing the AMX License Server section on page 44 for instructions on installing and connecting to the AMX License Server application. See the Upgrading From a Trial License To a Registered License section on page 58 for instructions on upgrading a Trial License to a purchased License.
Requesting a Trial/Evaluation License FIG. 54 AMX License Manager Wizard - Contact Information If you already have an AMX.COM account, click on Lookup Account to provide your credentials (email address and password) to automatically populate the contact information for this license based on your existing AMX account information, in the Contact Information Lookup dialog (FIG. 55): FIG. 55 AMX License Manager Wizard - Contact Information Lookup dialog a.
Requesting a Trial/Evaluation License FIG. 56 AMX License Manager Wizard - Requesting Contact Information 4. Once the contact information has been entered, click Next to proceed to the Customer Information dialog. The drop-down menu on this dialog allows you to select the market that most applies to your application (FIG. 57). FIG. 57 AMX License Manager Wizard - Customer Information 5. Select from the drop-down menu and click Next to contact the AMX Licensing Server to obtain a trial license.
Requesting a Trial/Evaluation License FIG. 58 AMX License Manager Wizard - Requesting Trial License dialog 6. Once the trial license has been obtained, it is automatically activated (FIG. 59): FIG. 59 AMX License Manager Wizard - Trial License Activated 7. Click Next to proceed to the Licensing Status dialog (FIG. 60).
Requesting a Trial/Evaluation License FIG. 60 AMX License Manager Wizard - Installed Product Licenses (showing Trial Licenses) This dialog can also be accessed by selecting the View Existing Licenses option in the Licensing Options Menu, or in the Tools menu at the top of the dialog. See the Upgrading From a Trial License To a Registered License section on page 58 for information on upgrading a Trial license to a purchased RMS Enterprise license.
Requesting a Trial/Evaluation License Upgrading From a Trial License To a Registered License This option requires that you have a valid RMS Enterprise Entitlement ID (obtained from AMX). When a Trial License is upgraded to a Purchased License, the existing license information is replaced by the Purchased License information, but any system information entered/gathered under the Trial License is available to the purchased license. 1.
Requesting a Trial/Evaluation License 4. Click Next to proceed to the Select License Server dialog (FIG. 63): FIG. 63 AMX License Manager - Select License Server 5. With the Use the local license server installed and running on this machine option selected, click Next to proceed to the Licensing Status dialog (FIG. 64): FIG. 64 AMX License Manager - Licensing Status dialog 6.
Requesting a Trial/Evaluation License FIG. 65 AMX License Manager - Licensing Options Menu dialog 7. Select the Register License by Entitlement ID option. 8. This selection invokes the Contact Information dialog (see FIG. 54 on page 54). Enter your contact information. 9. Click Next to proceed to the Customer Information dialog (see FIG. 57 on page 55). Select from the drop-down menu. 10. Click Next to proceed to the Install New AMX Product License dialog. (FIG. 66): FIG.
Requesting a Trial/Evaluation License FIG. 67 AMX License Manager - Requesting License dialog An error message will be displayed if the entitlement has already been registered to another system or if the entitlement ID is invalid. Please contact AMX customer service if you encounter any difficulties obtaining your product license. 13. The License Activated dialog indicates that the license was successfully activated (FIG. 68): FIG. 68 AMX License Manager - License Activated dialog 14.
Requesting a Trial/Evaluation License FIG. 69 AMX License Manager - Licensing Options Menu dialog After upgrading to a registered license, the only available options are Register License By: Asset ID and View Existing Licenses. Accessing the RMS Enterprise Web UI Once the installation is complete, the RMS Enterprise Web UI is accessed via web browser (see Supported Web Browsers on page 8).
Registering a Purchased License Registering a Purchased License Overview Once you have access to the AMX License Server, you can register a new software license for RMS Enterprise. See the Installing the AMX License Server section on page 44 for instructions on installing and connecting to the AMX License Server application. This option requires that you have a valid RMS Enterprise Entitlement ID (obtained from AMX).
Registering a Purchased License FIG. 71 AMX License Manager Wizard - Install New AMX Product License 7. Click Next to contact the AMX Licensing Server and activate the licenses associated with the provided Entitlement ID. To request a license, this system must be connected to the network and have Internet access. If the machine is unable to access the Internet, a manual option will be provided. See the Manually Activating the Product License section on page 67 for details. 8.
Registering a Purchased License FIG. 73 AMX License Manager Wizard - License Activated 10. Click Next to proceed to the Licensing Status dialog (FIG. 74): FIG. 74 AMX License Manager Wizard - Licensing Status dialog If this server has previously had a Trial License registered by Entitlement ID, the trial license will no longer be listed in the Installed Product Licenses dialog. Once a license is registered, only valid registered licenses are displayed.
Registering a Purchased License FIG. 75 RMS Server Configuration tool - License Configuration 12. Click Next to proceed to the final RMS Server Configuration dialog - the Configuration Summary dialog (FIG. 76): FIG. 76 RMS Server Configuration tool - Configuration Summary 13. Click Finish to exit the RMS Server Configuration tool.
Registering a Purchased License Manually Activating the Product License To register a new RMS Enterprise License, you must have a valid RMS Enterprise Entitlement ID (obtained from AMX). Typically, this process also requires Internet access (in order to contact the AMX Licensing Server). However, if your network configuration precludes the ability to reach the Internet, then your product license will have to be activated manually as described below. 1. In the Licensing Options Menu dialog (see FIG.
Registering a Purchased License FIG. 78 AMX License Manager - Unable To Contact AMX Licensing Services dialog 7. Select Contact AMX and obtain licenses via the telephone. This selection invokes the Manually Activate Product License dialog (FIG. 79): Click to copy the license information to the clipboard (if you intend to email this information to AMX) FIG.
Registering a Purchased License Example License Activation Code pasted from email into the text field FIG. 80 AMX License Manager - Manually Activate Product License dialog 11. Click Next to activate the specified Entitlement ID and proceed to the License Activated dialog (FIG. 81): FIG. 81 AMX License Manager Wizard - License Activated dialog 12. Click Next to return to the Licensing Options Menu dialog (FIG. 77 on page 67).
Registering a Purchased License 70 RMS Enterprise - Installation Guide
Adding Asset IDs (Locations) Adding Asset IDs (Locations) Overview Once you have installed a registered version of RMS Enterprise (see the Registering a Purchased License section on page 63 for details), you can upgrade your RMS Entitlement with additional Asset Licenses. Asset IDs are used to activate additional Asset Licenses, in order to add Locations to your RMS System. Each Location requires an Asset License. Assets can be manually added to Systems that are not network-accessible.
Adding Asset IDs (Locations) FIG. 83 AMX Licensing Manager application (Welcome screen) 4. Click Next to proceed to the Select License Server dialog (FIG. 84): FIG. 84 AMX License Manager - Select License Server 5. With the Use the local license server installed and running on this machine option selected, click Next to proceed to the Licensing Status dialog (FIG.
Adding Asset IDs (Locations) FIG. 85 AMX License Manager - Licensing Status dialog 6. Click on the Click here if you wish to continue and add additional or manage existing licenses link to access the Licensing Options Menu dialog (FIG. 86): FIG. 86 AMX License Manager - Licensing Options Menu dialog 7. Click on Register License By: Asset ID to proceed to the Select Entitlement dialog (FIG.
Adding Asset IDs (Locations) FIG. 87 AMX License Manager - Select Entitlement dialog 8. Click to select the Entitlement to be updated. 9. Click Next to proceed to the Entitlement Asset ID dialog (FIG. 88): FIG. 88 AMX License Manager - Entitlement Asset ID dialog 10. Enter the Asset ID obtained from AMX. 11. Click Next to proceed to the Requesting License Entitlement Update dialog (FIG.
Adding Asset IDs (Locations) FIG. 89 AMX License Manager - Requesting License Entitlement Update dialog 12. The system will then request to update the existing license. A successful activation results in the presentation of the License Activated dialog (FIG. 90): FIG. 90 AMX License Manager - License Activated dialog 13. Click Next to return to the Licensing Options Menu dialog. At this point, the only available options are Register License By: Asset ID and View Existing Licenses (FIG.
Adding Asset IDs (Locations) FIG. 91 AMX License Manager - Licensing Options Menu dialog. If you click on View Existing Licenses, you will see the additional Asset Licenses represented as new RMS Location Asset Licenses in the Installed Product Licenses dialog. The example in FIG. 92 shows that 500 Locations have been added to the original 1000, for a total of 1500 Locations: FIG. 92 AMX License Manager - Installed Product Licenses dialog.
Adding Asset IDs (Locations) FIG. 93 AMX License Manager - Installed Entitlements dialog To open this dialog: a. Select Start > Programs > AMX Resource Management Suite > Server > RMS Configuration. b. In the RMS Server Configuration dialog, open the Licenses tab. c. Click on Configure RMS Licenses to access the AMX License Manager. d. Select Tools > View AMX Entitlements. 14. Click Next to return to the Licensing Options Menu dialog.
Adding Asset IDs (Locations) Manually Adding Assets To add an Asset License, you must have a valid Asset ID (obtained from AMX). Typically, this process also requires Internet access (in order to contact the AMX Licensing Server). However, if your network configuration precludes the ability to reach the Internet, then your Asset license will have to be activated manually as described below. 1. Launch the RMS Server Configuration tool (Start > Programs > AMX Resource Management Suite > RMS Configuration.
Adding Asset IDs (Locations) FIG. 95 AMX License Manager - Licensing Options Menu dialog 7. Click on Register License By: Asset ID to proceed to the Select Entitlement dialog (FIG. 96): FIG. 96 AMX License Manager - Select Entitlement dialog 8. Click to select the Entitlement to be updated. 9. Click Next to proceed to the Entitlement Asset ID dialog (FIG.
Adding Asset IDs (Locations) FIG. 97 AMX License Manager - Entitlement Asset ID dialog 10. Enter the Asset ID obtained from AMX. and click Next to proceed. 11. The system will attempt to contact AMX Licensing Services to update the license and activate the new Assets. In this case (without network access) it will fail, as indicated in the Unable to contact AMX Licensing Services dialog (FIG. 98): FIG. 98 AMX License Manager - Unable to contact AMX Licensing Services dialog 12.
Adding Asset IDs (Locations) FIG. 99 AMX License Manager - Manually Activate Product License dialog (License Information) 13. The information in this dialog along with the following information must be provided to AMX Customer Service: Product being added Quantity of this product Order Number or Dealer Number Date of the order AMX Customer Service will then provide the updated license key. 14.
Adding Asset IDs (Locations) FIG. 101 AMX License Manager - License Activation Success dialog 16. Click Next to proceed to the Licensing Options Menu dialog. 17. Click on View Existing Licenses to view the updated licenses in the Installed Product Licenses dialog (FIG. 102): FIG. 102 AMX License Manager - Installed Product Licenses dialog 18. Click Next to view the updated entitlement in the Installed Entitlements dialog (FIG. 103): FIG. 103 AMX License Manager - Installed Entitlements dialog 19.
Adding the Scheduling Interface and Plug-In Adding the Scheduling Interface and Plug-In Overview Once you have installed a registered version of RMS Enterprise (see the Registering a Purchased License section on page 63 for details), you can upgrade your RMS Entitlement with a Scheduling License. The Scheduling License enables support for various scheduling plug-ins for RMS Enterprise.
Adding the Scheduling Interface and Plug-In FIG. 105 AMX RMS Scheduling Setup Wizard - End User License Agreement 4. Click I accept the terms in the License Agreement to enable the Next button, then click Next to proceed to the Destination Folder screen (FIG. 106): FIG.
Adding the Scheduling Interface and Plug-In FIG. 107 AMX RMS Scheduling Setup Wizard - Ready To Install AMX RMS Scheduling 6. Click Install to begin installing AMX RMS Scheduling to the target directory on the specified server. Installation progress is indicated in the Installing AMX RMS Scheduling screen (FIG. 108): FIG. 108 AMX RMS Scheduling Setup Wizard - Installing AMX RMS Scheduling 7. When the installation is complete, the Completed the AMX RMS Scheduling Setup Wizard screen is displayed (FIG.
Adding the Scheduling Interface and Plug-In FIG. 109 AMX RMS Scheduling Setup Wizard - Completed the AMX RMS Scheduling Setup Wizard 8. Click Finish to close the AMX RMS Scheduling Setup Wizard. At this point, the Scheduling Interface and Scheduling Configuration Tool are both installed. The next step is to install the appropriate RMS scheduling plug-in. This process will invoke the RMS Enterprise Scheduling Configuration tool as described below.
Adding the Scheduling Interface and Plug-In FIG. 111 RMS Enterprise Scheduling Configuration tool - RMS Server tab 1. Enter the appropriate connection information for your RMS Enterprise server: RMS Enterprise Scheduling Configuration - RMS Server Configuration options RMS Server URL: Enter the URL or IP address of the RMS Server that will use this scheduling plug-in.
Adding the Scheduling Interface and Plug-In 4. Open the Scheduling Plug-Ins tab (FIG. 113): FIG. 113 RMS Enterprise Scheduling Configuration tool - Scheduling Plug-Ins tab The options in this tab allow you to register a scheduling plug-in with RMS Enterprise. If you have only installed a single scheduling plug-in, then there is only one Scheduling Plugin listed (and pre-selected) in this dialog. Only one scheduling plug-in can be registered with RMS Enterprise.
Adding the Scheduling Interface and Plug-In The plug-in is now indicated as Registered in the Scheduling Plugins tab of the AMX - RMS Scheduling Configuration tool (FIG. 115): FIG. 115 RMS Enterprise Scheduling Configuration tool - Scheduling Plug-Ins tab (Plug-in Registered) 8. Open the Resource Profiles tab (FIG. 116): FIG. 116 RMS Enterprise Scheduling Configuration tool - Resource Profiles tab This tab displays all Resources (Locations) defined in RMS.
Adding the Scheduling Interface and Plug-In A green checkmark in the Mapped column indicates that the resource is currently mapped to a location in RMS. This is to call attention to the fact that resources that are currently mapped to locations in RMS are currently in use, so care should be taken when removing these resources from the scheduling interface (by de-selecting the checkmark in the Use In RMS column). 9. Click Save to save your changes. 10.
Adding the Scheduling Interface and Plug-In FIG. 119 RMS Enterprise UI (Locations page) - Resource Profile drop-down list Note that if any of the resource names were edited in the RMS Enterprise Scheduling Configuration tool, the edited names are displayed here. 4. Click Apply (at the bottom of this page) to save the selected Resource Profile as the scheduling configuration for the currently selected Location. 5. Repeat this process for all other Locations that require scheduling.
Adding the Scheduling Interface and Plug-In 92 RMS Enterprise - Installation Guide
Viewing Existing Licenses Viewing Existing Licenses Overview The View Existing Licenses option in the Licensing Options Menu dialog (FIG. 120) allows you to view all existing RMS software licenses detected by the AMX License Manager. FIG. 120 AMX License Manager - Licensing Options Menu dialog Opening AMX License Manager 1. To open the AMX License Manager, click Configure RMS Licenses in the Licensing tab of the RMS Server Configuration tool (FIG. 121).
Viewing Existing Licenses FIG. 122 AMX License Manager - Licensing Options Menu dialog 2. Click Next to proceed to the Select License Server dialog (FIG. 123). FIG. 123 AMX License Manager - Select License Server dialog 3. Select a License Server option (see Selecting a Licensing Option on page 50), and click Next to proceed to the Licensing Status dialog (FIG. 124): FIG. 124 AMX License Manager - Licensing Status dialog This dialog lists all licenses currently installed, with their current Status.
Viewing Existing Licenses FIG. 125 AMX License Manager - Licensing Options Menu dialog 5. Select View Existing Licenses to open the Installed Product Licenses dialog (FIG. 126): FIG. 126 AMX License Manager Wizard - Installed Product Licenses Hover over a Location Asset license to view details in the selected license in a tool-tip window similar to the one shown in FIG. 127: FIG.
Viewing Existing Licenses FIG. 128 Installed Product Licenses - Server License Details window Click the View all other product licenses installed on this license server option to expand the list to show all AMX product licenses (including non-RMS licenses). 6. Click Next to return to the Licensing Options Menu dialog (see the Licensing Options Menu dialog section on page 51).
Appendix A: Installing SQL Server 2008 Express Edition Appendix A: Installing SQL Server 2008 Express Edition Overview The instructions in this Appendix are intended to assist in installing and configuring SQL Server 2008 Express Edition for use with RMS Enterprise. While RMS does support Microsoft SQL Express 2008 databases, the RMS services and website must connect using a TCP/IP connection or named pipes. Connecting to SQL Express 2008 via shared memory is not supported.
Appendix A: Installing SQL Server 2008 Express Edition 6. No changes are required in the Setup Support Rules page, so click Next to proceed to the Feature Selection page (FIG. 130). Select all Features FIG. 130 SQL Server 2008 Setup - Feature Selection page 7. Select all options in the Features window, and click Next to proceed to the Instance Configuration page. 8.
Appendix A: Installing SQL Server 2008 Express Edition 9. In the Server Configuration page (Server Accounts tab): a. In the upper window (SQL Server Database Engine, select the appropriate Account Name from the options provided. b. In the lower window (SQL Server Browser), select Automatic from the Startup Type drop-down menu. c. Click Next to proceed to the Database Engine Configuration page (FIG. 132): FIG. 132 SQL Server 2008 Setup - Database Engine Configuration page 10.
Appendix A: Installing SQL Server 2008 Express Edition FIG. 133 SQL Server 2008 Setup - Ready To Install page 12. Click Install to begin the installation. Progress is indicated in the Installation Progress page. 13. Once this page indicates Setup Process Complete, click Next to proceed to the Complete page (FIG. 134): FIG. 134 SQL Server 2008 Setup - Complete page 14. Click Close to close the SQL Server 2008 Setup program.
Appendix A: Installing SQL Server 2008 Express Edition Configuring SQL Express via the SQL Server Configuration Manager The following steps describe using the SQL Server Configuration Manager to configure (or change the current configuration of) the SQL Server after it has been installed. The screen caps included n this section represent the SQL Express 2008 User Interface (UI). If you are using SQL Express 2008 R2, you may notice cosmetic differences in the UI, but the principles are the same. 1.
Appendix A: Installing SQL Server 2008 Express Edition 3. Right-click on SQL Server Browser and select Properties from the context-menu (FIG. 137). This selection invokes the Properties dialog. FIG. 137 SQL Server Configuration Manager - SQL Server Services context menu 4. In the Services tab, change the Start Mode setting to Automatic (FIG. 138): FIG. 138 SQL Server Browser Properties dialog (Services tab) 5. Click Apply to save this change, and click OK to close this dialog. 6.
Appendix A: Installing SQL Server 2008 Express Edition Note that the State column for the SQL Server Browser now indicates Running (FIG. 140): FIG. 140 SQL Server Configuration Manager - SQL Server Browser Running 7. In the left menu pane, select Protocols for SQLEXPRESS (FIG. 141): FIG. 141 SQL Server Configuration Manager - SQL Server Services 8. Right-click on TCP/IP and select Properties from the context menu. This selection invokes the TCP/IP Properties dialog. 9.
Appendix A: Installing SQL Server 2008 Express Edition 11. In the IP Addresses tab, change the TCP Port setting under each IP listed (IP1, IP2, IP3, etc) to 1433 (FIG. 143): Change the TCP Port setting to 1433 for all IPs Scroll down FIG. 143 TCP/IP Properties dialog (IP Addresses tab) 12. Click Apply to save these changes, and click OK to close this dialog. 13. The program will prompt you to stop and restart the service for these changes to take effect (FIG. 144): FIG.
Appendix B: Tomcat Configuration Appendix B: Tomcat Configuration Overview In configuring RMS Enterprise, there are system variables involved that include: The size of the RMS system (for example, the number of rooms in the system as well as the number of devices in each room). The characteristics of the network on which RMS is installed. The manner in which the RMS system is designed, programmed and used. The hardware and software configuration of the RMS server and RMS database server.
Appendix B: Tomcat Configuration b. However, if the values entered are not acceptable for this server, the following error messages are returned (FIG. 147): FIG. 147 Java memory settings - Java memory allocation errors c. In this case, adjust the enter a different set of values. It may be necessary to repeat this process until 4. the acceptable values are found. Use this method until you are able to establish memory allocation values that do not generate these errors.
Appendix B: Tomcat Configuration FIG. 149 Apache Tomcat 6 Logs (delete all) 6. In Task Manager, select End Process on Tomcat6.exe (FIG. 150): FIG. 150 End Process - Tomcat6.exe At this point you should be able to restart Tomcat. Since proper memory allocation settings are dependent on the hardware and software configuration of the RMS server and RMS database server, if any changes are made to either the software or hardware on the server, these steps may need to be repeated.
Appendix B: Tomcat Configuration 108 RMS Enterprise - Installation Guide
Appendix C: Clustered Deployment Appendix C: Clustered Deployment Overview The following points address common question relative to installing RMS in a clustered deployment. Sticky Sessions The term "sticky session" refers to the feature of many commercial load balancing solutions for web-farms to route the requests for a particular session to the same physical machine that serviced the first request for that session.
Appendix C: Clustered Deployment Network infrastructure requirements In a clustered deployment, the nodes must find each other using multicast UDP communication and need to all be on the same subnet. By default, RMS uses the following multicast ports for a clustered deployment: 45564, 45588, and 46655 Communication between the nodes provides a variety of functions: 1. Configuration changes made via the Flex UI. 2. 3. 4. 5. For example, when a configuration change within the Flex UI is made (e.g.
Appendix D: Manually Removing & Moving Licenses Appendix D: Manually Removing & Moving Licenses Overview The instructions in this section describe using the AMX License Manager tool to remove (revoke) existing RMS Enterprise Licenses, as well as move revoked licenses to a different server. This information is intended to be used in scenarios where purchased RMS Enterprise Licenses need to be transferred from the server on which they were initially installed, to a different replacement server.
Appendix D: Manually Removing & Moving Licenses Manually Removing (Revoking) a License 1. In the AMX License Manager (Welcome dialog), click Next to proceed to the Select License Server dialog. You should be able to use the default selection - Use the local license server installed and running on this machine. If the license server was installed elsewhere, select the appropriate option in this dialog and click Next to connect to the license server. 2.
Appendix D: Manually Removing & Moving Licenses This selection invokes the Manually Return AMX Product License dialog (FIG. 154): FIG. 154 AMX License Manager - Manually Return AMX Product License 5. In the RMA Number field, enter the 6-digit RMA number provided by AMX Customer Support. 6. Click the Copy License Information To Clipboard link and email the information to your Customer 7. Service representative.
Appendix D: Manually Removing & Moving Licenses FIG. 156 AMX License Manager - License Revocation Permissions Ticket 10. Click the Copy License Information to Clipboard link, paste the Revocation Verification Ticket code in an email, and send it to Customer Service for revocation. 11. After the revocation verification ticket code has been sent to Customer Service, click Next to proceed to the AMX License Revoke dialog (FIG. 157): FIG. 157 AMX License Manager - AMX License Revoke 12.
Appendix D: Manually Removing & Moving Licenses Manually Moving a License (To a Different Server) 1. In the AMX License Manager (Welcome dialog), click Next to proceed to the Select License Server dialog. You should be able to use the default selection - Use the local license server installed and running on this machine. If the license server was installed elsewhere, select the appropriate option in this dialog and click Next to connect to the license server. 2.
Appendix D: Manually Removing & Moving Licenses This action invokes an Information dialog prompting you to verify this action, and reminding you that the process of moving licenses entails removing all licenses from the selected entitlement installed n this machine, allowing you to activate the selected entitlement on another machine (FIG. 160): FIG. 160 Information dialog (click Yes to proceed) 5. Click Yes to proceed to the Manually Move AMX Product License dialog (FIG. 161). FIG.
Appendix D: Manually Removing & Moving Licenses FIG. 162 AMX License Manager - License Revocation Permissions Ticket 8. Copy and paste the Permissions Ticket code received from AMX Customer Support into the Permissions Ticket text field. Assuming the entered code is valid, this enables the Next button. 9. Click Next to prompt the license server to validate the Permissions Ticket code, and return a revocation verification ticket if the permission ticket matches.
Appendix D: Manually Removing & Moving Licenses FIG. 164 AMX License Manager - AMX License Return 12. Click Next to close this dialog, completing the process in the AMX Licensing Manager. Your Customer Service representative will complete the return process, inform you of the final status, and prompt you to re-activate it on another machine. Refer to the Registering a Purchased License section on page 63 for instructions.
Appendix E: Windows Pre-Authentication Configuration Appendix E: Windows Pre-Authentication Configuration Overview Purpose The purpose of configuring Windows-based pre-authentication in RMS Enterprise is to provide users with a single sign-on (SSO) solution. Users who have already logged into their Windows computers can immediately access RMS Enterprise via their browser and not be challenged with a login prompt by RMS.
Appendix E: Windows Pre-Authentication Configuration Browser Support Internet Explorer Internet Explorer (IE) versions 6, 7, and 8 have been tested and works with Windows Pre-Authentication. IE 9 and 10 should also work with no problem. Chrome Chrome version 24 has been tested and works with Windows Pre-Authentication. Firefox Firefox version 14 (and newer) has native support for Windows Pre-Authentication, but it is not enabled by default.
Appendix E: Windows Pre-Authentication Configuration AJP Connector Change the AJP/1.3 Connector by adding a reference to the Executor and turning Tomcat authentication off. The tomcatAuthentication key must be added, since it is not part of the basic Tomcat installation. Configuration of ISAPI Redirect The Apache Tomcat site has Tomcat Connectors available for download.
Appendix E: Windows Pre-Authentication Configuration Properties File for RMS API In the C:\isapi-redirect-rms-api directory, create a file named isapi_redirect.properties, and put the following contents into the file with a text editor: # Configuration file for the Jakarta ISAPI Redirector # The path to the ISAPI Redirector Extension, relative to the website # This must be in a virtual directory with execute privileges extension_uri=/rms-api/isapi_redirect.
Appendix E: Windows Pre-Authentication Configuration Workers Properties for RMS API In the C:\isapi-redirect-rms-api\conf directory, create a file named workers.properties, and put the following contents into the file with a text editor: worker.list=worker1, jkstatus worker.worker1.type=ajp13 worker.worker1.host=localhost worker.worker1.port=8009 worker.balancer.type=lb worker.balancer.balance_workers=worker1 worker.balancer.sticky_session=true worker.jkstatus.type=status worker.jkstatus.
Appendix E: Windows Pre-Authentication Configuration Configuration of IIS Internet Information Services (IIS) can be configured with the IIS Manager found in Computer Management > Services and Applications > IIS Manager. ISAPI and CGI Restrictions 1. With the root node (see AHARRISA1135) selected, double-click ISAPI and CGI Restrictions (FIG. 166): FIG. 166 IIS Manager - ISAPI and CGI Restrictions 2. Add two new restrictions and point each of them to the isapi_redirect.
Appendix E: Windows Pre-Authentication Configuration ISAPI Filters 1. With the "Default Web Site" node selected, double-click "ISAPI Filters" (FIG. 168): FIG. 168 IIS Manager - ISAPI Filters 2. Add two new ISAPI Filters and point each of them to the isapi_redirect.dll in the respective RMS API and RMS UI directories created earlier (FIG. 169): FIG.
Appendix E: Windows Pre-Authentication Configuration Virtual Directories Two new virtual directories need to be added; one for RMS API and another for RMS UI. Right-click on the "Default Web Site" node, and select "Add Virtual Directory…" RMS API FIG. 170 Add Virtual Directory - RMS API RMS UI FIG. 171 Add Virtual Directory - RMS UI It is imperative that the aliases given match what is in the extension_uri property in the isapi-redirect.properties files from earlier.
Appendix E: Windows Pre-Authentication Configuration Authentication Settings 1. On each of the new virtual directories just added, visit the Authentication page (FIG. 172): FIG. 172 rms-ui Home page - Authentication option 2. For the rms-api virtual directory, confirm that Anonymous Authentication is enabled, and all other forms are disabled. The RMS Enterprise application will be responsible for enforcing digest authentication for client gateways, not IIS (FIG. 173): FIG.
Appendix E: Windows Pre-Authentication Configuration FIG. 174 rms-ui - Authentication page Handler Mappings on Virtual Directories 1. Select the rms-api virtual directory, and then double-click Handler Mappings. It will look similar to FIG. 175, with ISAPI-dll in a disabled state: FIG. 175 rms-api - Handler Mappings page 2. Right-click on ISAPI-dll, and click Edit Feature Permissions… , and click Execute. 3. Repeat this process for rms-ui virtual directory. Restart IIS Finally, restart the IIS service.
Appendix: Installing SQL Server 2008 Express Edition RMS Enterprise - System Administrator’s Guide 129
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