Administrator’s Guide RMS Resource Management Suite® 3.
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Table of Contents System Requirements ....................................................... 1 Minimum Hardware Requirements .......................................... 1 Supported Platforms 1 ............................................................... RMS Supported Databases .................................................... 1 RMS Supported Scheduling Systems ..................................... 1 RMS Supported Web Browsers .............................................. 2 RMS SDK Support ...........
RMS Logging Options ...............................................................17 SYSLOG Messaging .................................................................18 RMS Reporting Options ............................................................18 Example: Redundant Server Setup ...................................... 19 Conceptualize the RMS Application ............................... 23 Licensing ...............................................................................
Licensing ............................................................................... 39 Doorbell Feature ................................................................... 40 Do Not Disturb Feature ......................................................... 40 Create Ad-Hoc Appointments from Touch Panel .................. 40 Extending Appointments from Touch Panel .......................... 40 Ending Appointments Early from Touch Panel ..................... 40 Getting Started ..........................
Resetting a room when appearing in Parameter Needing Attention list ..........................................................................................56 Responding to a room when appearing in Parameter Needing Attention ....................................................................................56 Room Troller Failure ........................................................... 57 System Status Page .........................................................
Modify Group Setting Page ..................................................... 77 Modify Group Setting ................................................................ 77 Creating a new Group .............................................................. 77 Viewing Group settings ............................................................. 78 Editing a Group ......................................................................... 78 Deleting Groups ........................................................
Creating a Notification .............................................................101 Editing a Notification ...............................................................102 Deleting a Notification .............................................................102 Changing The Domain Path for Notifications ..........................103 Manage Systems Page ...................................................... 104 View System Page .................................................................
Source Usage ....................................................................... 124 Source Usage Results Lamp Hours ....................................................... 125 ......................................................................... 126 Lamp Hours Results .......................................................... 128 Transport Run Time ................................................................ 129 Transport Run Time Results ..............................................
Source Usage .......................................................................157 Source Usage Results ......................................................158 Running a System Report .......................................................159 Internal Log Report Page .................................................... 160 Internal Log Entry Page ..........................................................161 Viewing Log entries .................................................................
Adding a Client License .......................................................... 182 Removing a Client License ..................................................... 182 Hotlist Settings Page ....................................................... 183 Creating a new Help Response .............................................. 183 Editing a Help Response ........................................................ 183 Deleting a Help Response ......................................................
Opening Week view ................................................................195 Month View Page ................................................................ 196 Opening Month view ...............................................................196 Add Appointment Page ....................................................... 197 Creating an Appointment ........................................................200 Creating an Appointment with an External Scheduler .............200 Room Search Page ...
Creating a meeting at the Welcome panel .............................. 215 Extending a meeting at the Welcome panel ........................... 217 Ending a meeting early at the Welcome panel ....................... 218 Ringing the doorbell ................................................................ 220 RMS In-room Page ............................................................. 221 Finding a meeting in a room’s schedule ................................. 222 Creating a meeting at the In-room panel .
Manual Authorization ..............................................................245 Manually authorizing your RMS server ...................................246 Client Licenses ........................................................................247 OS Permissions .................................................................. 249 Service User ............................................................................249 Web User ....................................................................
Compatibility Requirements .................................................... 280 Installation Checklist ............................................................... 281 Scheduling Plug-in Configuration ........................................... 282 Room Scheduling Configuration ............................................. 285 Scheduling Systems: Novell GroupWise Plug-in ................ 287 Overview .................................................................................
Appendix A: Service Configuration for Microsoft Exchange 5.5 ................................................................ 325 Overview ............................................................................. 325 Configuration ....................................................................... 325 Appendix B: Configuring Microsoft Exchange Mailbox & Permissions ................................................................. 329 Overview ........................................................
System Requirements System Requirements Minimum Hardware Requirements Processor: Intel Pentium IV 2.
System Requirements RMS Supported Web Browsers Windows Platform Microsoft Internet Explorer 6 Microsoft Internet Explorer 7 Mozilla FireFox 2.0 Macintosh Platform Mozilla FireFox 2.0 RMS SDK Support All NetLinx hardware platforms Touch panel files for G4 NetLinx modules Additional System Requirements Microsoft .NET Framework 2.0 Internet Information Services (IIS) 5.0 (for Windows 2000 servers) Internet Information Services (IIS) 6.0 (for Windows 2003 servers) Adobe Acrobat Reader 7.0.
Network Configuration Network Configuration The RMS application is a client/server application where the NetLinx system acts as the client and the RMS application server listens for connections from NetLinx systems. NetLinx and the RMS application server communicate using TCP/IP sockets. In order to establish communication, each NetLinx system must be able to resolve and connect to the RMS application server.
Network Configuration command in NetLinx programming. If using the ServerInfo.txt file, append a ":" and the port number to the server IP address or host name. The RMS application 1.0 used port 9090 for communications. If you are upgrading from MeetingManager 1.0, you may wish to continue to use port 9090. During the upgrade process, you are prompted to change to port 3839 or continue to use port 9090. Port 3839 is the new port going forward and 9090 is not backward compatible.
Installation Installation The RMS SDK The best method of implementing any RMS code supporting an application of the RMS suite is to download the RMS SDK. Within the RMS SDK is a sample RMS CodeCrafter file (you will need to download RMS CodeCrafter from www.amx.com). Open the RMS CodeCrafter file, then copy and duplicate the devices, modules, and ConnectLinx information to suit your needs.
Installation Knowing these points, you can now proceed to the regular installation process. Use the Resource Management Suite 3.1 Installation Checklist section on page 7 to aid your installation.
Installation Resource Management Suite 3.1 Installation Checklist Hardware System Requirements Hardware System Requirements Does your server hardware meet the minimum requirements for RMS? Yes/No Processor Intel Pentium IV 2.0 GHz (x86) Memory 512 MB Display 1024x768 resolution Hard Disk 500 MB available space for RMS application files and database Yes to all Please continue to the next step. No to any You must obtain a server that meets these minimum requirements to install RMS.
Installation Server Operating System (Cont.) Does your server operating system have Internet Information Services Yes/No installed? Windows 2000 Server - Internet Information Services (IIS) 5.0 Windows 2003 Server - Internet Information Services (IIS) 6.0 Yes Please continue to the next step. No You must install IIS on your server for RMS to serve web pages. While this component is optional for the Windows Server operating system, it is required by the RMS application.
Installation Database Platform Database Platform Do you have a compatible database platform where the RMS database can be installed? Yes/No Microsoft SQL Server 2000 Microsoft SQL Server 2005 - Standard Edition Microsoft SQL Server 2005 - Enterprise Edition Microsoft SQL Server 2005 - Express Edition Yes Please continue to the next step. No You must obtain access to or install a compatible database platform for the RMS database.
Installation Database Access Database Access Database Server Yes Using Windows Authentication? Database Name (Catalog) 10 No Username: Password: (Default = RMS) Database Server This is the server name or path to the database server.
Installation Scheduling System Scheduling System RMS supports both an internal scheduling system and interfaces to the following external scheduling systems: Microsoft Exchange 2000/2003/2007 Server Microsoft Outlook 2000/ 2003/2007 (stand-alone mode) Novell GroupWise 6.0/6.
Installation RMS Licensing RMS Licensing RMS can operate with limited functionality in STANDARD edition. However, if you want the full capabilities of RMS you must purchase the PREMIUM edition from AMX. Upon purchasing PREMIUM edition, you will receive a server serial number. This serial number will be needed during the installation to license the RMS server.
Installation RMS TCP/IP Communications RMS TCP/IP Communications RMS uses TCP/IP communications between the RMS server and the remote NetLinx systems. Please complete the following information: TCP/IP Server Port Number (Default = 3839. This is an IANA registered port number for RMS) Does your server have a firewall that will block TCP/IP communication for this port? Yes You will need to create a PINHOLE or exception for TCP/IP communications on the specified TCP/IP port for RMS communications.
Installation RMS Security Settings RMS Security Settings RMS provides a flexible user account management system. Please complete the following information: No Allow Anonymous Access: Enable User Account Management Default Yes Admin Username: Yes No (Default = Admin) Default Admin Password: Enable User Account Management If you would like any user that can access the RMS web pages to have full access to all RMS features and functions, then disable user account management.
Installation SMTP Email Server SMTP Email Server RMS supports Simple Mail Transport Protocol (SMTP) email for all outbound email notifications. In order to receive email notifications, the following SMTP information will be needed.
Installation SNMP Management Server SNMP Management Server RMS supports the Simple Network Management Protocol for extending RMS information to your SNMP management console.
Installation RMS Logging Options RMS Logging Options RMS supports the logging of information to an internal log in the database and to the Windows Event log.
Installation SYSLOG Messaging SYSLOG Messaging RMS supports broadcasting SYSLOG messages across the network to a SYSLOG listening server. Please complete the following information: No Enable SYSLOG Messaging SYSLOG Server Address Yes SYSLOG Server Port SYSLOG Facility ID (Default = 514) Select from listing in RMS Configuration Wizard RMS Reporting Options RMS Reporting Options RMS can provide historical and statistical reports based on system-collected data using the following configuration settings.
Installation Example: Redundant Server Setup 1. One at a time, RMS must be installed on all servers. The servers will share one drive. 2. In the Cluster Administrators, add the RMS services as Generic Services to the shared group for the cluster. 3. Start with the RMS Server service and give it a dependency on the SQL Service running. FIG. 1 RMS Server service - Dependencies 4. If not already done, set the parameter to the actual service name, RMSServer.
Installation FIG. 2 RMS Server service - Parameters 5. Set the dependency of netlinx, comm, and troller services to the RMSServer.
Installation FIG. 3 RMS Troller service - Dependencies 6. The result is 4 services in addition to any other clusters you were already clustering.
Installation FIG.
Conceptualize the RMS Application Conceptualize the RMS Application It is necessary for you to understand a few points to utilize the RMS application to its fullest potential. Licensing RMS provides two key functions, the ability to track devices and provide notifications based on user defined parameters, and schedule the use of rooms within RMS. The RMS application suite supports two types of licenses; Asset and Scheduling.
Conceptualize the RMS Application Appointment Management Considerations The RMS application can manage appointments for each room that is marked as schedulable in the RMS application. The RMS application can manage appointments using a built-in scheduler or it can connect to external scheduling systems such as Microsoft Exchange, Novell GroupWise, and Lotus Notes. Managing appointments is an optional feature of the RMS application and it is not required that you configure this item.
Conceptualize the RMS Application Windows Authentication The RMS ASP web application supports the use of Integrated Windows Authentication. In order to use this feature you must enable Windows Authentication for the RMS Virtual Web Directory and ensure that RMS is enabled for user authentication. If you are using the scheduling features of RMS, you will need to configure the "dynamicResources" folder in the RMS Virtual directory to allow anonymous access.
Conceptualize the RMS Application Enabling Integrated Windows Authentication 1. To enable Integrated Windows Authentication, after the RMS product installation and completion of the RMS Configuration Wizard, open the IIS manager from Control Panel > Administrative Tools > Internet Information Services. Expand the Web Sites and navigate to the RMS web application. 2. Next, right-click on the RMS web application and select Properties. 3.
Conceptualize the RMS Application Vertical Market Support The RMS suite now supports the following markets with their own associated application syntax. As you read the documentation, you should recognize references to items such as rooms are also classrooms, exhibits, and venues.
Conceptualize the RMS Application 28 RMS Administrator’s Guide
Device Monitoring Framework Device Monitoring Framework The RMS application provides device monitoring through a user extensible framework. This framework allows you to customize what devices are monitored, the conditions that indicate a problem or fault, and what type of problem or fault this condition represents. The RMS application generates notifications when a fault condition occurs, as determined by the notification configuration. Each room has one or more monitored devices.
Device Monitoring Framework Device Values Each monitored device has a set of values used in its description. These values are supplied when the device is registered and consist of the following: Device Values Device Number This is the device number of the device, as defined in the NetLinx program. Devices are tracked by Device ID so this value must be unique within the devices of a given room.
Device Monitoring Framework Parameter Values Each parameter has a set of values used to determine what conditions indicate a problem and what type of problem this condition represents. These values are supplied when the parameter is registered and consist of the following: Parameter Values Name This is the name of parameter. This name is displayed on the RMS application console and readily identifies the parameter.
Device Monitoring Framework Parameter Values Status Type The status represents the type of problem a faulted condition represents. Status Types include "Help Request", "Maintenance Request", "Room Communication Error", "Control System Error", "Network Error", "Security", and "Equipment Usage.
Device Monitoring Framework Status Types The RMS application supports the following status types for device monitoring: "Help Request", "Maintenance Request", "Room Communication Error", "Control System Error", "Network Error", "Security", and "Equipment Usage." While there are no firm rules for what these status types mean and how they are used, AMX provides the following description of each status type and recommends that your usage is consistent with these descriptions.
Device Monitoring Framework Notification Process As NetLinx sends parameter updates to the RMS server, the RMS server checks to see if the parameter's threshold value has been reached. This comparison is made by checking the previous value of the parameter against the threshold and by checking the new version of the parameter against the threshold using the threshold comparison operator.
Device Monitoring Framework change results in an Alert message being logged using the RMS logging settings. Also, a message is sent to all users registers for a notification matching the parameters group, room, and status type. If the Lamp Hours changes from 1001 to 999, the RMS server triggers an Advise message. If the parameter is configured to send Advise messages, the message is sent to the log and to all users registered for a notification matching the parameters group, room, and status type.
Device Monitoring Framework 36 RMS Administrator’s Guide
What Is New in RMS 3.x What Is New in RMS 3.x Perhaps you have already noticed just how smooth RMS 3.1 looks but there is so much more on the inside you need to see. You are going to like the features we have added to user support, notifications, application navigation, security, and control macros to name a few. Users Users can now be grouped into roles, and system permissions can then be assigned to roles rather than just to the individual.
What Is New in RMS 3.x Macros The RMS application allows you to create control function macros that can be assigned to rooms and groups and scheduled to execute either manually, or at specific times. See Also... Control Functions Page section on page 109 Notifications You will notice when editing notification templates that you can now create these notifications using an HTML editor. See Also... Manage Notifications Page section on page 98 SNMP The RMS server now supports SNMP.
What Is New in RMS 3.x Redundant Server Support RMS is now compatible with redundant server arrangements or clustering. In a clustered environment, multiple servers (two or more) operate as a single network server. Failure of one of the network servers in the cluster will go unnoticed because the remaining servers in the cluster assume the work performed by that failed network server. FIG. 5 is an example of the server arrangement utilized by AMX for the RMS installation.
What Is New in RMS 3.x Doorbell Feature The Doorbell allows a person to press a button on the external G4 welcome panel and trigger a sound and/or a popup on the panel inside the room to let the meeting know that there is someone outside the room needing attention. Do Not Disturb Feature Controlled from the G4 touch panel inside a room, the Do Not Disturb feature is a notification displayed on the external G4 welcome panel indicating the meeting currently in session should not be interrupted.
Getting Started Getting Started Running Configuration Wizard The Configuration Wizard runs during your initial installation of the RMS application. Thereafter, to access the wizard click on the Start button, select Programs, AMX Resource Management Suite, and select RMS Configuration Wizard. For more information concerning the RMS Configuration Wizard, consult the Configuration Wizard section on page 231.
Getting Started Adding And Configuring Groups Rooms are displayed in a tree view based on these groups Please note: A group can contain either rooms or sub groups, but never both. 1. To add a group, first select Management > Groups under Administration from the navigation list. 2. Then click Create New Group; this launches the Create New Group Page. 3. Enter a group name. Select if it is a group of groups or a group of rooms. If it is a group of groups, select parent group if any.
Getting Started Adding Notifications Once a user has been created, notifications can be assigned. 1. Click Management > Notifications under Administration in the navigation menu. 2. Click the Create New Notification; this launches the Create New Notifications Page. 3. Click Select for the Group. Select the Group from the list and click Select. 4. Click Select for the Room. Select the Room from the list and click Select. 5. Click on the drop-down list to select the type of notification to be sent. 6.
Getting Started 44 RMS Administrator’s Guide
RMS Administration RMS Administration All navigation is done via the menu located on the left of the screen. Categories are in bold with their corresponding menu options indented beneath them. Sign in Page The Sign In page is the initial page of all RMS applications. Access and viewable areas are dictated by your user rights. How do you sign in to RMS? To sign in, enter username and password and click the Sign In button.
RMS Administration Administration Page The Administration Page is a menu listing of the following Administrator menu items: FIG. 6 RMS Administration Page RMS Dashboard View your custom user-defined portal. Hotlist View the exception hotlist page. System Status View the current system status page. Management Manage the system's rooms, users, groups, permissions, and NetLinx systems. Reporting View system generated reports and logs.
RMS Administration Configuration Configure system options and settings. Control Functions Create and Manage Control Function Macros. Help View help documents and system version information. Sitemap View a hierarchal listing of the application’s web pages.
RMS Administration 48 RMS Administrator’s Guide
RMS Dashboard Page RMS Dashboard Page The RMS Dashboard page is the initial page viewed when you log into the RMS application. In addition to the navigation menu, the Dashboard is comprised of 2 columns, arranged and populated by user defined information. FIG. 7 RMS Dashboard Page By default the RMS Dashboard contains the Hotlist (RMS Hotlist section on page 53), Calendar, Lamp Hours (Lamp Hours Report Page section on page 164) and Source Usage (Source Usage Page section on page 163).
RMS Dashboard Page Adding Contents To add a content item to the RMS Dashboard: 1. Click the RMS Dashboard link in the menu on the left of the RMS application. 2. Click Catalog in the modes on the top right of the page. 3. Select one of the links, Add Contents, Restore Contents or Imported Web Part Catalog. Add Contents The Add Contents section is a list of predefined Web Part definition files. 1. Place a check in the box next to the items you want to add to the Dashboard.
RMS Dashboard Page 3. Select the column within which you want the content displayed. 4. Click Add. 5. Click Close. Moving columns Contents contained in either the Center or Right column can be moved up, down and to the other column on the Dashboard page. To move a content item in the RMS Dashboard (Microsoft IE): 1. Click the RMS Dashboard link in the menu on the left of the RMS application. 2. Click either Catalog or Edit in the modes on the top right of the page. 3.
RMS Dashboard Page 52 RMS Administrator’s Guide
RMS Hotlist RMS Hotlist The Hot List is the main view of the exception-based reporting system. All items provide a link to resolve that particular item. Unassigned NetLinx Systems FIG. 8 Unassigned NetLinx Systems The Hot List displays any new NetLinx systems that have connected to the RMS application.
RMS Hotlist When a new NetLinx system connects to the RMS application, it displays the following information and options: New NetLinx Systems Detection Time The date, hour, minute and second the RMS server discovered the NetLinx system. Serial Number Serial Number associated with the room. IP Address IP Address associated with the room. Host Name Host Name associated with the room. System Number This is the system number of the NetLinx master.
RMS Hotlist Parameter Needing Attention FIG. 9 Parameter Needing Attention Section Any issues that need attention in the RMS application are displayed on the Hot List. If no issues need attention, no items are displayed in the Hot List. The HotList checks the RMS server for updates behind the scenes and the page is only refreshed if new HotList content is available.
RMS Hotlist Viewing a room when appearing in Parameter Needing Attention list The RMS application maintains a device list for each room and the status of each device listed in that room. 1. In the Hot List page, select View next to parameter needing attention. This launches the room’s device view page. 2. Click Expand All to display all system status settings. Properly behaving parameters are indicated with a green check mark and any offending parameters are indicated with a red X. 3.
RMS Hotlist Room Troller Failure FIG. 10 Room Troller Failure Section Troller failure occurs when the internal scheduling system has failed to attach to the scheduling system mailbox/account and synchronize appointments for the listed room. Room Troller Failure Failure Time The time stamp from the server when the Troller Failure was detected. Error Description What error occurred and in which room. Resolve Link to the View Room Setting Page.
RMS Hotlist 58 RMS Administrator’s Guide
System Status Page System Status Page This screen list allows you to view the status of all rooms on a single screen. FIG. 11 System Status Page Each room entry lists the Room Name, Room Power Status, Help Request, Room Communication Error, System Error, Maintenance Issues, Network Errors, and Security Errors. System Status Room Name The room name for this row. A link to the View Room Setting Page for a room.
System Status Page System Status (Cont.) Maintenance The Maintenance Request status for this room and its devices. Network The Network status for this room and its devices. Security The Security status for this room and its devices. Rooms are displayed in a tree view of groups and rooms. By default, all groups are rolled up unless an error has occurred. In that case, the group containing errors is unrolled. Show Triggered redraws using the default view. Expand all unrolls all groups.
System Status Page View Devices Page The view devices screen lists the devices and their parameters being monitored by the RMS application. FIG. 12 View Devices Page The screen is broken up into a section for each device, each containing the following: Device List Information Device Name The name of the monitored device. Manufacturer The manufacturer of the monitored device. Model The model of the monitored device.
System Status Page Each device can have one or more monitored parameters. They are collapsed within the table directly below the device and contain the following information: Device List Monitored Parameters Name The name of the parameter being monitored. Current Value The current value for the parameter. 62 Status This checkbox indicated if the parameter is operating within or outside of its threshold value. The tool tip for this checkbox provides details about the threshold for the parameter.
System Status Page Execute Control Function Page The Execute Control Function page allows you to execute control functions at the device level within specified rooms. RMS uses i!-ConnectLinx to facilitate these controls. i!-ConnectLinx provides the mechanism to expose actions to the RMS server and to manage action execution on the NetLinx system. Once a user builds a preset from the actions in the i!-ConnectLinx action list, the RMS server makes a request to i!-ConnectLinx to execute those actions.
System Status Page Device Information Page This screen lists the device settings and allows you to modify them. Device Information Name The name of the monitored device. Manufacturer The manufacturer of the monitored device. Model The model of the monitored device. Manual URL A URL link to the manual on the manufacturer’s web site. Description A description of the monitored device. Serial Number The serial number of the monitored device. Modify Click to modify the device.
System Status Page Device Logging Syslog Internal Log Windows Log These checkboxes indicate if the device will report any errors to the various logs; green checks are enabled and red Xs are disabled. SNMP Trap See Also: View Log - Launches the Internal Log Report Page section on page 160 for that specific device. Viewing a Device log section on page 73 Modify Device Information Page To modify a device, click modify. This screen allows you to change values.
System Status Page Device Parameter Page Parameter information attributed to a device monitored by the RMS application is listed here. FIG. 14 Device Parameter Page Parameter Settings Name The name of the parameter being monitored. Current Value The value of the parameter Threshold Operator The threshold value is the value for which this parameter is considered to indicate a problem or fault.
System Status Page Parameter Settings (Cont.) Status Type The status represents the type of problem a faulted condition represents.
System Status Page Device Parameter History Page The Device Parameter History page contains status tracking information for each device assigned to a room. FIG. 15 Device Parameter History Page Device Parameter History Server Time The date and time the status was logged as set by the server. Room Name The name of the room to which the device is assigned. Device Name The assigned name of the device. Parameter Name The assigned name of the parameter tracked by the system status.
System Status Page Modify Parameter Page Make changes to existing device parameters via this page. FIG. 16 Modify Parameter Page Edit Parameter Settings Name The friendly name of the parameter. Cannot be changed. Current Value The value of the parameter Threshold Operator A drop down selection the threshold designator for the parameter Threshold The threshold value. Status Type A drop down selection for the category to which the parameter belongs..
System Status Page Reset - Resets all settings for the parameter to default values. Save - Confirms the changes for the parameter changes and returns to the Device Parameter Page Cancel - Exits to the Device Parameter Page without saving changes. Viewing Device parameters 1. Select System Status in the menu on the left side of the RMS application. 2. Expand the group name containing the status you want to check. 3. Select the room name to view the device information page. 4.
System Status Page Deleting Device Parameter history 1. Select System Status in the menu on the left side of the RMS application. 2. Expand the group name containing the status you want to check. 3. Select the room name to view the device information page. 4. Click View for the selected parameter in the Device List Monitored Parameters section. This launches the Device Parameter Page section on page 66. 5. Click History to launch the Device Parameter History Page section on page 68. 6. Click Delete.
System Status Page Deleting Device parameters 1. Select System Status in the menu on the left side of the RMS application. 2. Expand the group name containing the status you want to check. 3. Select the room name to view the device information page. 4. Click View for the selected parameter in the Device List Monitored Parameters section. This launches the Device Parameter Page section on page 66. 5. Click Delete. Viewing detailed Device information 1.
System Status Page The serial number of the monitored device. 7. Place a check next to the Device Logging tools you want enabled. 8. Click Save to save, Cancel to cancel. Deleting Device information 1. Select System Status in the menu on the left side of the RMS application. 2. Expand the group name containing the status you want to check. 3. Select the room name to view the device information page. 4. Click View for the selected parameter in the Device List Information section.
System Status Page 74 RMS Administrator’s Guide
Management Page Management Page Manage Groups Page FIG. 17 Manage Groups Page The group screen allows you to manage room grouping. Rooms are displayed in a tree view based on these groups There are two rules to follow: A group can contain either rooms or sub groups, but never both. Manage Groups Room Count The number of rooms within the group. Room List A drop down menu to select a specific room within the group. View Launches the View Group Setting Page section on page 77.
Management Page Create New Group Page FIG. 18 Create New Group Page Create New Group Group Name Text field for friendly name of the group. Parent Group Drop down list establishes the groups relation to other groups. A group can be separate, a child of another group, or the parent of other groups. Room Rooms included in the group. Available Rooms Rooms that can be included in the group. << / >> Moves a selected room to the left and right adding or removing the room from the group list.
Management Page View Group Setting Page View Group Setting Group Name Text field for friendly name of the group. Parent Group Drop down list establishes the groups relation to other groups. A group can be separate, a child of another group, or the parent of other groups. Room Rooms included in the group. Modify Launches the Modify Group Setting Page section on page 77. Delete Deletes the selected group.
Management Page Viewing Group settings 1. Select Management > Groups in the menu on the left side of the RMS application. 2. Double-click to open the group or group of groups you intend to view. 3. When you have located the group, click View. This launches the View Group Setting Page section on page 77. Editing a Group 1. Select Management > Groups in the menu on the left side of the RMS application. 2. Double-click to open the group or group of groups you intend to edit. 3.
Management Page Manage Rooms Page FIG. 19 Manage Rooms Page Manage Rooms Room Name The friendly name of the rooms. Launches the View Room Setting Page. Licensing Asset License and Scheduling License Serial Number Serial Number associated with the room. IP Address IP Address associated with the room. Host Name Host Name associated with the room. System Number This is the system number of the NetLinx master. The system number is used in master-to-master configuration.
Management Page Create New Room Page FIG. 20 Create New Room Page The Create New Room page allows you to add rooms to RMS applications, monitor and schedule. Some information is provided by the NetLinx master when discovered by the RMS application. Room Information 80 Name The name of the room. Location The location of the room Owner Room’s owner Master A drop down list to select the NetLinx master with which the room is associated.
Management Page Room Properties Time zone and Use Daylight Savings This is the time zone setting for the room. Select the appropriate time zone from the drop down list. Use Daylight Savings This is the daylight saving setting for the room. Select Yes to enable the use of Daylight Savings from the drop down list. Prestige Level Select the level from the drop down list. This is the prestige level for the room.
Management Page View Room Setting Page FIG. 21 View Room Setting Page Room Information Name The name of the room. Location The location of the room Owner Room’s owner Master The NetLinx master with which the room is associated. Room Properties Time zone and Use Daylight Savings This is the time zone setting for the room. Use Daylight Savings This is the daylight saving setting for the room. Prestige Level 82 This is the prestige level for the room.
Management Page Room Properties (Cont.) Number of Seats This is the number of seats for the room. This value is optional but helps users find a room that meets their needs through the RMS application's room search. Phone Number In the event the room is equipped with a phone, this is the number for that phone. Equipment List This is the equipment list for the room. This value is optional but helps users find a room that meets their needs through the RMS application's room search.
Management Page Send Question Page Use the RMS application interface to communicate simple questions to selected rooms. FIG. 22 Send Question Page Send Question Question Text field for you to type a question; the question is sent to the room. Answers None No possible answer to your question is provided to the recipient. Yes or No The option of yes or no is provided to the recipient. Multiple Choice Using the text fields, A, B, C, and D, provide the recipient 4 possible answers.
Management Page While this information is not required it does aid your users in deciding rooms for scheduling use. 5. In the Licensing Information section, select the license type to use for the room. The Asset License and Scheduling License drop down menus are only enabled if available licenses are detected on the RMS server. 6. Click Save to save, Cancel to cancel. Editing a Room 1. Select Management > Rooms in the menu on the left side of the RMS application. 2. From the Manage Rooms Page, select View.
Management Page Viewing Room settings 1. Select Management > Rooms in the menu on the left side of the RMS application. 2. From the Manage Rooms Page, select View. Sending a question to a room 1. Select Management > Rooms in the menu on the left side of the RMS application. 2. From the Manage Rooms Page, select View. 3. In the View Room Setting Page, click Send a Question. This launches the Send Question Page section on page 84 4. Type your Question in the field provided. 5. Select your Answer type.
Management Page Manage Users Page FIG. 23 Manage Users Page System Users Information First Name The user’s first name. Last Name The user’s last name. Username The username of the user; the username is used at the time of log in. Enabled When checked, the user account is enabled and can be used. Options Edit - Launches the Edit User Page. Delete - Deletes the selected user from the system. Notice you cannot delete the System Administrator.
Management Page Create New User Page FIG. 24 Create New User Page A user must be in place in order for the RMS application to send notifications. In addition, users are used to control access to the system. Once a user has been created, notifications can be assigned. Create New User Page 88 Username Username for login. This field is required. Account Enabled When unchecked, this account cannot log into the RMS application. However, this user can still receive notifications.
Management Page Create New User Page (Cont.) Password Password for login. This field is required. Confirm Password Confirm password for login. This field is required. First Name The first name of the user. This field is required. Last Name The last name or surname of the user. This field is required. Phone The phone number of the user. This value is not used by the RMS application; it is only used for reference by the RMS application administrators.
Management Page Edit User Page The fields on the Edit User Page match those of the Create New User Page (see FIG. 24). Any changes needed to be made to a preexisting user must be made in the Edit User page. Edit User Page Username Username for login. This field is required. Account Enabled When unchecked, this account cannot log into the RMS application. However, this user can still receive notifications. Password Password for login. This field is required.
Management Page Edit User Page (Cont.) Notification Time Span: Disable Notifications The RMS server does not send notifications to this user. Always Send Notifications The RMS server sends all notifications as they occur to this user. Only Send Notification On: The RMS server sends all notifications but only on the selected days and within the selected times. Once the user’s information is in place, select the Save button to complete the changes. Creating a new User 1.
Management Page 6. If desired, provide the RMS application with a default email or pager number for sending system notifications. 7. Set the Notification Time Span; your choices are Disable Notifications, Always Send Notifications, and Only Send Notification On parameter. 8. Click Save to save, Cancel to cancel. Deleting Users 1. Select Management > Users in the menu on the left side of the RMS application. 2. From the Manage Users Page, select Delete. How do I disable/enable a user? 1.
Management Page Manage Permissions Page FIG. 25 Manage Permissions Page If a user logs in with a valid username and password, their access to pages is determined by the role set for that user. For instance, if John Doe has Manager access any user who enters John Doe's username and password can enter the site with Manager access. This user will only be denied access to pages that Managers are not allowed to access. At any point, a user can choose to log out.
Management Page Create New Role Page FIG. 26 Create New Role Page Create New Role 94 Role Name The friendly name of the security level or "role" within the RMS server. Description A brief description of the role and the rights it holds. Available Users Users within the RMS application that can be added to the role.
Management Page Create New Role (Cont.) Selected Users Users that have been added to the role. << / >> Moves a selected user to the left and right adding or removing the user from the role. Manage Users When Allow is checked, users in this role can add, edit, and delete other users and how RMS interacts with those users, e.g., notifications. Configuration Settings When Allow is checked, users in this role can access the configuration section of the Admin pages. Create and edit log settings.
Management Page Edit Role Page Edit Role Role Name The friendly name of the security level or "role" within the RMS server. Description A brief description of the role and the rights it holds. Available Users Users within the RMS application that can be added to the role. Selected Users Users that have been added to the role. << / >> Moves a selected user to the left and right adding or removing the user from the role.
Management Page Creating a new Role 1. Select Management > Permissions in the menu on the left side of the RMS application. 2. From the Manage Permissions Page, select Create New Role. 3. In the Create New Role Page, type the name of role in Role Name. 4. Type a brief description of the duties of this role in the space provided. 5. Select the users in Available Users and click >> to add them to the role, Selected Users. 6. Set the Global System Permissions. 7. Set the Room Level Permissions. 8.
Management Page Deleting a role 1. Select Management > Permissions in the menu on the left side of the RMS application. 2. From the Manage Permissions Page, select Delete. Manage Notifications Page FIG. 27 Manage Notifications Page This screen list allows you to configure notifications for your facility. Any user can be configured to receive notifications for any combination of groups, rooms and status types. Once a user has been created, notifications can be assigned.
Management Page Creating a new Room section on page 84 - use notifications in conjunction with scheduling and monitoring rooms. Create New Notifications Page FIG. 28 Create New Notifications Page Create New Notifications Enabled A check in this box activates the notification. Group/ Rooms The group or rooms for this notification. You can select any one group to receive notification for all rooms contained in this group. This field is required Users The user or role for this notification.
Management Page Create New Notifications Page (Cont.) Status Type The Status Type for this notification. You can select one type or all types. Notifications can be configured beyond the standard Equipment Monitoring status types. These additional status types are: • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used.
Management Page Create New Notifications Page (Cont.) Email, Pager The user addresses for this notification. Check the addresses which should be contacted for this notification. You can enter up to 100 characters for an email address. Edit Notification Page You can only modify the delivery options of an existing notification. Edit Notification Enabled A check in this box activates the notification. Users The user or role for this notification.
Management Page Editing a Notification Security settings dictate your ability to add/modify/delete notifications for anyone or yourself. 1. Select Management > Notifications in the menu on the left side of the RMS application. 2. Within the Manage Notifications Page section on page 98, select Edit. This launches the Edit Notification Page section on page 101. 3. Edit any of the following: Check the box next to Enabled to activate the notification. Set the Groups/Rooms value for the notification.
Management Page Changing The Domain Path for Notifications By default, when a notification is sent out the link does not utilize the fully qualified domain name. You can change the domain path such that those outside of the immediate network can use the link. To change the host name: 1. Stop all RMS services. 2. Run C:\Program Files\ AMX Resource Management Suite\Scripts\RMS Hostname.vbs 3. Click Yes. 4. Enter the new hostname, e.g., rms.my-domain.com 5. Click OK. 6. Restart RMS services.
Management Page Manage Systems Page FIG. 29 Manage Systems Page The Manage Systems page allows you to browse the NetLinx masters connected to the RMS application and inspect their configuration. Manage Systems Serial Number Serial Number associated with the room. IP Address IP Address associated with the room. Host Name Host Name associated with the room. MAC Address The MAC address associated with the room. System Number This is the system number of the NetLinx master.
Management Page Manage Systems (Cont.) View This button provides more details on the NetLinx masters configuration. Launches the View System Page. This table can be sorted by Serial Number, IP address, Host Name, System Number, Module Name, Master Version, and System Online. View System Page System Information Module Name This is the name of the module on the NetLinx master. Master Version This is the firmware version of the NetLinx master. Master Type The model number of this master.
Management Page IP Configuration DHCP/Static Indicates the NetLinx master's IP address configuration type, either DHCP or static. IP Address, Subnet Mask, These are the IP settings of the NetLinx master. These values are the current settings of the master and are Gateway, DNS List, Host Name, MAC Address displayed whether the NetLinx master's IP address configuration is set for DHCP or Static. IP Connection Connected From The IP address the NetLinx system is using to connect to the RMS application.
Management Page Internal Log Export Page FIG. 30 Manage Internal Log Page The Internal Log displays parameter changes that reached their thresholds for devices that are configured to report to the Internal Log. The Internal Log is a historical record of all faults on the RMS application system. The Internal Log can be exported and saved on the server in a Comma Separated Value (CSV) formatted text file. This file can then be imported and formatted using other tools, such as Microsoft Excel®.
Management Page See Also... Internal Log Report Page section on page 160 Configure Internal Log Page section on page 169 Exporting an Internal Log 1. Select Management > Internal Log in the menu on the left side of the RMS application. This launches the Internal Log Export Page section on page 107 2. Name your internal log file in the field Export Log Name. 3. Click Export. Viewing Exported Internal Logs 1. Select Management > Internal Log in the menu on the left side of the RMS application.
Management Page Control Functions Page The RMS application allows you to create control function (macros) that can be assigned to rooms and groups and scheduled to execute at specific times. It is helpful to note that Control Function macros are a collection of ConnectLinx actions. FIG. 31 Control Functions Macros Page Control Functions Macros Macro Name The friendly name of the macro. Room List A drop down list of the rooms associated with the macro.
Management Page Create Control Function Macro Page It is possible to create your own macros where you establish which rooms are affected and what actions are taken. FIG. 32 Create Control Function Macro Page Create Control Function Macro 110 Name The friendly name of the macro. Groups and Rooms A checkbox list of rooms and groups of rooms detected by RMS. Available Control Functions A list of ConnectLinx control functions for each device found in the room.
Management Page Edit Macro Page The fields on the Edit Macro Page match those of the Create Control Function Macro Page (see FIG. 32). This page allows you to add and remove rooms, groups and macros from an existing Control Function macro. Edit Macro Name The friendly name of the macro. Groups and Rooms A checkbox list of rooms and groups of rooms detected by RMS. Available Control Functions A list of ConnectLinx control functions for each device found in the room.
Management Page Schedule Macro Select Macro: A drop down list of available macros. Scheduled By: The user who has scheduled the macro to execute. Subject: A text field to provide descriptive information about why this macro has been scheduled. Start Time: A text field for the date (mm/dd/yyyy) the macro has been scheduled. You can click on the calendar icon to select the date. The three following drop down menus represent hour, minute, and designation for ante-meridiem vs.
Management Page Control Function Macro Schedules Page This page lists all scheduled Control Function macros. FIG. 34 Control Function Macro Schedules Page Control Function Macro Schedules Select Macro The friendly name of the macro. Select a specific macro from the drop down list to or select All Macros to display all scheduled macros. Macro Name The friendly name of the selected macro. Subject A text field to provide descriptive information about why this macro has been scheduled.
Management Page Select a control function and move it to the Selected Control Functions window by clicking the << button. Repeat as necessary. 6. Click Save to save, Cancel to cancel. Viewing a macro 1. Select Management > Internal Log in the menu on the left side of the RMS application. This launches the Control Functions Page section on page 109. 2. Find your macro and click View. This launches the Edit Macro Page section on page 111. 3. Edit any of the following: Rename the macro in the field Name.
Management Page 2. Find your macro and click Delete. Scheduling a macro 1. Select Management > Internal Log in the menu on the left side of the RMS application. This launches the Control Functions Page section on page 109. 2. Find your macro and click Schedule. This launches the Schedule Macro Page section on page 111. 3. Confirm the selected macro is listed in the drop down menu Select Macro. 4. Type the name or title of the person scheduling the macro in the field Scheduled By. 5.
Management Page 116 RMS Administrator’s Guide
Reporting Page Reporting Page System Reports Page The RMS applications support a variety of different reports designed to help you diagnose and improve the user’s experience with the system network. The system reports are organized into the following categories: Room Reports, Power Reports, Quality of Service Reports, or Organizer Reports. Each report is rendered and displayed on the Report View page. While the information varies based on the report run, your options are always the same.
Reporting Page Room Reports Help Requests FIG. 36 Help Requests This report provides a count of all help requests entered by an organizer within the parameters designated. Help Requests Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date.
Reporting Page Help Requests (Cont.) Options Request Count: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field. Between - Selects all instances that are greater than and equal to the number you place in the field but less than and equal to the other number. Any - Selects all instances.
Reporting Page Help Requests (Detailed) FIG. 38 Help Requests (Detailed) This report provides a list of all help requests entered by an organizer within the designated parameters plus the qualifier Request like. Help Requests (Detailed) Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date.
Reporting Page Help Requests (Detailed) (Cont.) Options Request like - A keyword search for specific requests. Residence Select either All Residences or Selected Residences. The latter provides a list of rooms and groups available within the RMS system. Run Report Generates the report. Help Requests (Detailed) Results section on page 121 Help Requests (Detailed) Results FIG. 39 Help Requests (Detailed) Results Help Requests (Detailed) Results Residences The rooms where the requests occurred.
Reporting Page Residence Usage FIG. 40 Residence Usage This report provides the number of hours all rooms included in the report have been scheduled via the RMS application's scheduling feature within the parameters specified. If the scheduling features of the RMS application are not being used, this report will not contain any useful data. Residence Usage Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided.
Reporting Page Residence Usage (Cont.) Options Hours used: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field. Between - Selects all instances that are greater than and equal to the number you place in the field but less than and equal to the other number. Any - Selects all instances.
Reporting Page Source Usage FIG. 42 Source Usage This report provides the number of hours an organizer has used a source within any given room and any number of sources available. Source Usage Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date.
Reporting Page Source Usage (Cont.) Options Source like - A keyword search for specific source items. Hours used: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field.
Reporting Page Lamp Hours FIG. 44 Lamp Hours This report provides the number of hours a projector lamp was powered on within the designated parameters for all rooms included in the report.
Reporting Page Lamp Hours Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date. On/Before - Selects all instances on or before the designated date. Between - Selects all instances between the designated dates. Any - Selects all instances.
Reporting Page Lamp Hours Results FIG. 45 Lamp Hours Results Lamp Hours Results Residence The rooms being tracked for usage. Device The device in use. Manufacturer The manufacturer name of the device. 128 Model The model of the device. Lamp Hours The amount of time, in hours, the device has been in use.
Reporting Page Transport Run Time FIG. 46 Transport Run Time This report provides the number of hours a transport device was running between the start and end dates for all rooms included in the report.
Reporting Page Transport Run Time Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date. On/Before - Selects all instances on or before the designated date. Between - Selects all instances between the designated dates. Any - Selects all instances.
Reporting Page Transport Run Time Results FIG. 47 Transport Run Time Results Lamp Hours Results Residence The rooms being tracked for usage. Device The device in use. Manufacturer The manufacturer name of the device. Model The model of the device. Run Time The amount of time, in hours, the transport device has been in use.
Reporting Page Power Reports System Power FIG. 48 System Power This report provides the number of hours each system has been powered on within the parameters for all rooms included in the report. System Power Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date.
Reporting Page System Power (Cont.) Options Hours used: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field. Between - Selects all instances that are greater than and equal to the number you place in the field but less than and equal to the other number. Any - Selects all instances.
Reporting Page Device Power FIG. 50 Device Power This report provides the number of hours a device has been powered on within the parameters for all devices in all rooms included in the report. Device Power Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date.
Reporting Page Device Power (Cont.) Options Device like - A keyword search for specific device items. Hours used: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field.
Reporting Page System Power (Detailed) FIG. 52 System Power (Detailed) This report provides the times each system was turned on or off between the start and end dates for all rooms included in the report. This report includes a large quantity of data, it is recommended that you run this report for a single room and/ or a short reporting period. System Power (Detailed) Period The time parameter the report is to run within.
Reporting Page System Power (Detailed) (Cont.) Options Device like - A keyword search for specific device items. Power Status - A drop down selection; your choices are On and Off. Residence Select either All Residences or Selected Residences. The latter provides a list of rooms and groups available within the RMS system. Run Report Generates the report. System Power (Detailed) Results section on page 137 System Power (Detailed) Results FIG.
Reporting Page Device Power (Detailed) FIG. 54 Device Power (Detailed) This report provides the times each device was turned on or off between the start and end dates for all devices in all rooms included in the report. This report includes a large quantity of data, it is recommended that you run this report for a single room and/or a short reporting period. Device Power (Detailed) Period The time parameter the report is to run within.
Reporting Page Device Power (Detailed) (Cont.) Options A drop down selection for device status; your choices are On and Off. Residence Select either All Residences or Selected Residences. The latter provides a list of rooms and groups available within the RMS system. Run Report Generates the report. Device Power (Detailed) Results section on page 139 Device Power (Detailed) Results FIG. 55 Device Power (Detailed) Results Device Power (Detailed) Results Residence The rooms being tracked for usage.
Reporting Page Quality of Service Reports System Online FIG. 56 System Online This report provides the count, number of minutes, and quality of service for each NetLinx system that reported Offline between the start and end dates for all rooms included in the report. This report is based on the "System Online" parameter.
Reporting Page System Online Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date. On/Before - Selects all instances on or before the designated date. Between - Selects all instances between the designated dates. Any - Selects all instances.
Reporting Page System Online Results FIG. 57 System Online Results System Online Results Residence The rooms being tracked for usage. Quality of Service (%) The percentage of quality of service. Time Offline (Minutes) The amount of time, in minutes, the system is offline. # of Times Offline 142 The number of times the system has reported offline.
Reporting Page Device Online FIG. 58 Device Online This report provides the count, number of minutes, and quality of service for each NetLinx device that reported Offline between the start and end dates for all rooms included in the report. This report is based on the Device Online parameter.
Reporting Page Device Online Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date. On/Before - Selects all instances on or before the designated date. Between - Selects all instances between the designated dates. Any - Selects all instances.
Reporting Page Device Online Results FIG. 59 Device Online Results Device Online Results Residence The rooms being tracked for usage. Device The name of the device reporting online. Quality of Service (%) The percentage of quality of service. Time Offline (Minutes) The amount of time, in minutes, the device is offline. # of Times Offline The number of times the device has reported offline.
Reporting Page Device Communications FIG. 60 Device Communications This report provides the count, number of minutes, and quality of service for each NetLinx device that was not able to communicate within the parameters for all rooms included in the report. This report is based on the Device Communicating parameter.
Reporting Page Device Communications Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date. On/Before - Selects all instances on or before the designated date. Between - Selects all instances between the designated dates. Any - Selects all instances.
Reporting Page Device Communications Results FIG. 61 Device Communications Results Device Communications Results Residence The rooms being tracked for usage. Device The device in use. Quality of Service (%) The percentage of quality of service. Time Offline (Minutes) The amount of time, in minutes, the device communications are offline. # of Times Communications Lost The number of times the communications has reported offline.
Reporting Page Device Control Failures FIG. 62 Device Control Failures This report provides the count for each device NetLinx was not able to control within the parameters for all rooms included in the report. This report is based on the Control Failure parameter. Device Control Failures Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date.
Reporting Page Device Control Failures (Cont.) Options Device like - A keyword search for specific device items. Failure Count: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field.
Reporting Page Organizer Reports Help Requests FIG. 64 Help Requests This report provides a count of all help entered by any user within the parameters for all rooms included in the report. Help Requests Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date.
Reporting Page Help Requests (Cont.) Options Organizer Name like - A keyword search for specific organizers. Request Count: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field.
Reporting Page Help Requests (Detailed) FIG. 66 Help Requests (Detailed) This report provides a list of all help entered by any user within the parameters for all rooms included in the report. Help Requests (Detailed) Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date.
Reporting Page Help Requests (Detailed) (Cont.) Options Scheduler Name like - A keyword search for specific organizers. Request like - A keyword search for specific help requests. Residence Select either All Residences or Selected Residences. The latter provides a list of rooms and groups available within the RMS system. Run Report Generates the report. Help Requests (Detailed) Results section on page 154 Help Requests (Detailed) Results FIG.
Reporting Page Residence Usage FIG. 68 Residence Usage This report provides the number of hours a room has been scheduled via the RMS application's scheduling feature for all rooms within the parameters for all rooms included in the report. If the scheduling features of the RMS application are not being used, this report will not contain any useful data. Residence Usage Period The time parameter the report is to run within.
Reporting Page Residence Usage (Cont.) Options Organizer Name like - A keyword search for specific organizers. Hours Used: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field.
Reporting Page Source Usage FIG. 70 Source Usage This report provides the number of minutes a source has been selected, i.e., viewed, for all sources in all rooms within the parameters for all rooms included in the report. Source Usage Period The time parameter the report is to run within. Click the calendar(s) to select a date; otherwise, type the date in the field provided. On/After - Selects all instances on or after the designated date. On - Selects all instances on the designated date.
Reporting Page Source Usage (Detailed) (Cont.) Options Organizer Name like - A keyword search for specific organizers. Source like - A keyword search for a specific source. Hours Used: >= - Selects all instances that are greater than and equal to the number you place in the field. = - Selects all instances that are equal to the number you place in the field. <= - Selects all instances that are less than and equal to the number you place in the field.
Reporting Page Running a System Report 1. Select Reporting > System Reports in the menu on the left side of the RMS application. This launches the System Reports Page section on page 117. 2.
Reporting Page Internal Log Report Page The Internal Log displays parameter changes that reached their thresholds for devices that are configured to report to the Internal Log. The Internal Log is a historical record of all faults on the RMS application system. Internal Log Report Status Type The type of notification logged. Server Time The time on the server the notification was created. Room The friendly name of the room where the notification originated.
Reporting Page Internal Log Entry Page The Internal Log Entry page provides detailed information for each log entry on the RMS server. Internal Log Entry Status Type The type of notification logged. Server Time The time on the server the notification was created. Room The friendly name of the room where the notification originated. Device The device generating the notification. Parameter The parameter threshold that necessitated the notification.
Reporting Page Deleting Log entries 1. Select Reporting > Internal Log in the menu on the left side of the RMS application. This launches the Internal Log Report Page section on page 160. 2. Select your log entry from the list and click Delete.
Reporting Page Source Usage Page FIG. 72 Source Usage Page Display current source usage for all rooms. Rooms are displayed in a tree view based on groups. Expand all to see all rooms, Collapse all to collapse all groups. For each source: Source Usage Source Name of source. Usage Usage, in hours, of the source since date/time listed in Since column Percent % of total system usage this represents based on systems power since the date/time in the Since column.
Reporting Page Viewing Source Usage reports 1. Select Reporting > Source Usage in the menu on the left side of the RMS application. This launches the Source Usage Page section on page 163. 2. Locate the room for which you want a source usage report; double click groups to expand. Lamp Hours Report Page FIG. 73 Lamp Hours Report Page Display current lamp hours for all rooms. Rooms are displayed in a tree view based on groups. Expand all to see all rooms, or collapse all to collapse all groups.
Reporting Page Lamp Hours Report Room The friendly name for the room to which the monitored device is associated. Projector/Display Name of the projector. Model Manufacturer and Model of projector. Usage Number of hours on the lamp. Lamp Life Expected lamp life set in the RMS application. This is the threshold of the Lamp Hours parameter. Average Use Average use in Hours/Day based on historical data in the RMS application.
Reporting Page 166 RMS Administrator’s Guide
Configuration Page Configuration Page Appointment Settings Page FIG. 74 Appointment Settings Page These settings allow you to set the master appointment modification password and the number of days to retain appointments. Appointment Settings Appointment Master Password A password used to help users who forget individual appointment modification passwords. If a user enters a password for an appointment and then forgets it, this password can be entered and used to clear the appointment password.
Configuration Page Configuring the system storage settings 1. Select Configuration > Appointments in the menu on the left side of the RMS application. This launches the Appointment Settings Page section on page 167. 2. Type to set the Appointment master password. Leaving this field blank disables this feature. 3. Type the number of days RMS is to retain the appointment in the field Remove after: (Days). The value of 0 disables this feature. 4.
Configuration Page Configure Internal Log Page FIG. 75 Internal Log Settings The size of the Internal Log is automatically managed by the two Internal Log settings, keeping only messages newer than a given date or by fixing the maximum number of log entries. Additionally, the Internal Log Settings screen offers an option to purge the entries.
Configuration Page Internal Log Internal Log Enabled: When checked the RMS server creates and tracks the internal log. Maximum Number of Log Entries to Keep: This value sets the maximum number of messages contained in the Internal Log. The default value of 500 allows administrators to browse past log messages and generate historical report while keeping storage requirements low. If you would rather based the Internal Log size on dates of messages, set this value to 0.
Configuration Page 5. Click Save to save. Enabling/Disabling Internal Log 1. Select Configuration > Internal Log in the menu on the left side of the RMS application. This launches the Configure Internal Log Page section on page 169. 2. Place a check in the box Internal Log Enabled to enable the internal log. Remove the check to disable. 3. Click Save to save. Purging the Internal Log 1. Select Configuration > Internal Log in the menu on the left side of the RMS application.
Configuration Page Configure Notification Template Page FIG. 76 Configure Notification Template Page Templates are used by the RMS application to format emails, pager messages and log messages. Each template provides the RMS application with a block of text for use in HTML emails, Plan Text emails, Pager messages and log messages.
Configuration Page Create New Template Page FIG. 77 Create New Template Page The RMS application comes with a default template for each template type. You can create additional template types to override the text used for notification. For any template type, you can create a custom template and set it as the default to override the default RMS application notification messages.
Configuration Page Configure Notification Template Template Type Name There are seven different types of templates: • Device/Parameter Advise - These template are used to send notifications when a parameter that was previously outside its normal operating range returned to its normal operation range.
Configuration Page Configure Notification Template (Cont.) Device - device that contains the parameter change that invoked the notification • [Device.Description] - Device textual description • [Device.DPS] - Device:Port:System identifier • [Device.Manufacturer] - Device manufacturer name • [Device.Model] - Device model name/number • [Device.Name] - Device name • [Device.NetLinxDeviceAddress] - NetLinx device address • [Device.NetLinxDeviceAddressType] - NetLinx device address type, e.g.
Configuration Page Configure Notification Template (Cont.) Room - room that contains the device that contains the parameter change that invoked the notification • [Room.MapURL] - URL link to the room's map Server Info - the RMS Server • [Program.Name] - This is the name of the RMS vertical market that was selected. e.g. "MeetingManager" or "WorshipManager" • [Room.Name] - Room Name • [Server.HostName] - Network hostname of RMS server • [Server.IPAddress] - IP Address of RMS server URLs • [Device.
Configuration Page Creating a new Notification Template 1. Select Configuration > Notification Templates in the menu on the left side of the RMS application. This launches the Configure Notification Template Page section on page 172. 2. Click Create New Template. 3. Select a Template Type. 4. Type a friendly name for the template. 5. If desired, designate the template as the default notification. 6. Type a Subject for the notification. 7. Click the tab of the type of message to use, e.g.
Configuration Page Prestige Levels Page FIG. 78 Prestige Levels Page Prestige levels are optional but they can help users find a room that meets their needs through the RMS application's room search capabilities. Prestige levels are used to classify rooms based on aesthetics. You can use between one and ten prestige levels based upon the requirements of your facility. Prestige Levels Level The level of Prestige with Level 1 being the highest. Name A friendly name for the Prestige Level.
Configuration Page Editing Prestige Levels 1. Select Configuration > Prestige Levels in the menu on the left side of the RMS application. This launches the Prestige Levels Page section on page 178. 2. Select the prestige level by clicking Edit. The Name and Description fields are now active. 3. Type a new Name and/or Description for the prestige level. 4. Click Save to save, Cancel to cancel. Enabling/Disabling Prestige Levels 1.
Configuration Page System Licensing Page FIG. 79 System Licensing Page The RMS application is licensed by the total number of rooms that can be configured within the system. For each room required, you need either one Scheduling license, one Asset license, or both. To obtain an RMS License, please contact AMX at 800-222-0193, by email at service@amx.com or contact your AMX dealer. When adding a room, the licensing information is displayed to let you know how many licenses you have remaining.
Configuration Page System Licensing Licensed The type of RMS server license. Standard indicates a constrained license while Premium is a fully functioning version of RMS. Software Serial Number The Serial number of the server software and the license key. Total Scheduling Licenses The total number of scheduling licenses installed. Scheduling Licenses In Use The number of scheduling licenses in use. Scheduling Licenses Available The number of scheduling licenses available for use.
Configuration Page Checking client licensing information 1. Select Configuration > Licensing in the menu on the left side of the RMS application. This launches the System Licensing Page section on page 180. 2. All available license information is listed in this table. Adding a Client License 1. Select Configuration > Licensing in the menu on the left side of the RMS application. This launches the System Licensing Page section on page 180. 2. Click Add License to enable the Add Client License section. 3.
Configuration Page Hotlist Settings Page FIG. 80 Hotlist Settings Page The Hotlist Settings page allows you to create custom system responses to Help and Maintenance requests. Hotlist Settings Page Response A text field for input of custom response. Insert Adds new Help response. Cancel Exits the text Create New Help Response page without creating response. Creating a new Help Response 1. Select Configuration > Hot List Setting in the menu on the left side of the RMS application.
Configuration Page 3. Edit the help response in the text field. 4. Click Update to save, Cancel to cancel. Deleting a Help Response 1. Select Configuration > Hot List Setting in the menu on the left side of the RMS application. This launches the Hotlist Settings Page section on page 183. 2. Select your help response and click Delete.
Help Page Help Page The Help page is a list of links that can aid you in getting the best uses out of the RMS application. Help Page About RMS application Opens the About RMS Application Page section on page 185, this page contains copyright information about the application. Administrator’s Guide Launches the PDF version of the Administrator’s Guide. User’s Guide Launches the PDF version of the User’s Guide.
Help Page User's Guide The User’s Guide provide information for scheduling rooms and creating notifications for yourself. Version Information Page The Version Information page provide the name of the application, build version and date and the name, version and date for all associated RMS components loaded on the server. View Readme The Readme lists any known issues associated with the RMS application build and chronicles any changes that have occurred since the last build of the application.
Help Page Connections Page The Connections page is used to display the RMS server connection settings and all current TCP/IP connections to the RMS Server from NetLinx masters. The connection listing includes an internal connection identifier, the system identifier and the remote IP address and port of the NetLinx connection. In addition to listing the connections, you can click the red "X" to disconnect any single connection. Refresh Connection List - Repolls the connections.
Help Page Resources Page When checked, displays all the localization resource key names for each text string that has been localized. The text displayed gets localized to the foreign language of choice and each string in the system must have a resource key by which to look up the display string in the language resource files.
Help Page Appending Culture Codes to Strings 1. Select Help > System Diagnostics in the menu on the left side of the RMS application. Click the Resources tab at the top of the page. This launches the Resources Page section on page 188. 2. Place a check in the box Append Culture Code to Strings to enable. Removing the check disables this feature. Displaying the Resource Lookup Table 1. Select Help > System Diagnostics in the menu on the left side of the RMS application.
Help Page Debugging Page The Debugging page allows you to enable detailed diagnostics information on the RMS server for tracking and identifying errors as they occur at the server level. The debug server provides a console view for diagnostics and debug messages. To connect to the debug console, use a TELNET client and connect to the RMS server on the specified port.
Sitemap Page Sitemap Page The Sitemap is a hierarchal list of links to every page available within the RMS application; this page is restricted and populated according to the role of the user currently logged in to the RMS application. FIG. 81 Sitemap Page Click on any link to go directly to the desired application feature.
Sitemap Page 192 RMS Administrator’s Guide
RMS Scheduling Page RMS Scheduling Page The RMS Scheduling page provides links to viewing the application schedule, creating an entry to the schedule, and access to the PDF version of the User’s Guide. RMS is capable of supporting multiple (up to 12) instances of Scheduling on a single NetLinx Master. If you intend to run multiple instances of Scheduling on a Master, then that Master should be dedicated solely to RMS Scheduling only.
RMS Scheduling Page Opening Day view 1. Select View Schedule > Day View in the menu on the left side of the RMS application. This launches the Day View Page section on page 193. 2. You can change rooms by selecting them from the drop down menu, Select a room. 3. You can change the day in view by clicking on another day in the calendar under Select Date. Navigate back to the current day by clicking Today. 4. In the event there is an appointment for that room you will see the Room Details. 5.
RMS Scheduling Page Week View Page The Week view lists all appointments for the selected room for a particular 7 day period. Double-clicking on any day in the week will open the Day View Page section on page 193. Week View Select a room A drop down list for all rooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
RMS Scheduling Page 6. Double click the appointment to edit. Month View Page The Month view lists all appointments for the selected room for a particular 6 week period. Double-clicking on any day in the month will open the Day View Page section on page 193. Month View Select a room A drop down list for all rooms available for schedule. Select Date A navigation calendar that indicates the current date and allows you to select other dates by clicking.
RMS Scheduling Page Add Appointment Page The Add Appointment page allows you to create and schedule your own event. MeetingManager will allocate the room for the designated time, execute any predefined Control Functions if available, and provide welcome text to your attendees. FIG. 82 Add Appointment Page Add Appointment Room A drop down list of rooms available for scheduling within the RMS application. Search allows you to find a room base on your needs. See the Room Search Page section on page 203.
RMS Scheduling Page Add Appointment (Cont.) Recurring: When checked, this option makes the meeting a recurring event. Pattern: Daily Makes the recurring scheduled meeting a daily pattern. • Every __ days(s) - text field for number of days between daily recurring meeting • Every weekday - executes the daily meeting only Monday - Friday Weekly Makes the recurring scheduled meeting a weekly pattern.
RMS Scheduling Page Add Appointment (Cont.) Control Event Drop down menu list of available control function macros in your selected room. This event executes based on the Execution designation. Panel Display Touch Panel Message: Up to 5 lines of text. Type a welcome message as it is to be displayed on the pane in the room. The welcome message can provide your attendees with a warm greeting. This feature is only available if a panel is available for display. Panel Display (Cont.
RMS Scheduling Page Creating an Appointment 1. Select Add Appointment in the menu on the left side of the RMS application. This launches the Add Appointment Page section on page 197. 2. In the drop down menu, Room, select the room that will host the appointment or search for a room by clicking Search (See Conducting a room search section on page 204). 3. Type a Subject for the appointment in the space provided. 4. Type a Message providing more information about the appointment in the larger text field. 5.
RMS Scheduling Page Appointment page. See the Add Appointment Page section on page 197 for more details on the page opened. The Add Appointment Page disables the Appointment Details, Appointment Times, and Recurring features, these parts of the appointment can only be changed in the external scheduler. FIG. 83 HTML Notification 3. Set the Automation Control if applicable; will the preset execute manually or automatically? Select the Control Event from the drop down menu. FIG.
RMS Scheduling Page 5. If available, select a Touch Panel Image from the drop down menu or click Upload Image. If you selected Upload Image, either type the path or browse to the file you wish to use. Click Upload to load the file. 6. Click Save to save, Cancel to cancel. Included in the RMS SDK are touch panel files that allow the user to execute manual presets, send help and maintenance requests, extend the appointment, and view schedules.
RMS Scheduling Page Room Search Page The Room Search page allows you to search for a specific room or find one based on your appointment needs. Room searching is a feature of internal RMS scheduling. Room Search Room Name The name of the room. Location The location of the room Number of Seats Needed This is the number of seats for the room. Prestige Level Select the level from the drop down list. This is the prestige level for the room. Equipment Needed This is the equipment listed for any room.
RMS Scheduling Page Room Search Results Page Based on the criteria used in the Room Search Page section on page 203, choose the room to use from the list displayed on this page. Room Search Results Room The name of the room. Location The location of the room Prestige Level Select the level from the drop down list. This is the prestige level for the room. Num of Seats Needed This is the number of seats for the room. Option Select - Selects the room for use within the appointment.
MeetingManager User Page MeetingManager User Page Sign in Page The Sign in page is the access page for MeetingManager. Username and Password are unique to each user. How do you sign in to RMS? 1. Type the URL of your RMS server into your web browser. 2. Type your username in the field provided. 3. Type your password in the field provided. 4. Click Sign In. Preferences Page The Preferences page allows each user to customize aspects of their MeetingManager experience.
MeetingManager User Page Setting the default language 1. Select Settings > Preferences in the menu on the left side of the RMS application. This launches the Preferences Page section on page 205. 2. Select your language from the drop down menu, Language. Auto Detect will use the language settings of your web browser. 3. Click Save to save the setting. Setting the home page 1. Select Settings > Preferences in the menu on the left side of the RMS application.
MeetingManager User Page User Profile Page The User Profile page allows the user to change personal information and designate how the RMS application interacts with them. User Profile Username: This is your username in relation to logging into MeetingManager. This value is required. Account Enabled: When this box is checked, a user is valid and can log into MeetingManager. Password: This is the password associated with your user account, used at the time of login. This value is required.
MeetingManager User Page Editing your User Profile 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 207. 2. Change any of the fields but be sure to include all of the required information. 3. Click Save to save the setting. Changing your User Password 1. Select Settings > Profile in the menu on the left side of the RMS application. This launches the User Profile Page section on page 207. 2.
MeetingManager User Page User Notifications Page The User Notifications page is a listing of all notifications you are designated to receive. Additionally, you can create new notifications for yourself. If the user is receiving notifications because they are a member of a user role that has been assigned a notification, they will see this in the notifications listing, but will not be able to edit it. This can only be changed by a user administrator via the Manage Notifications Page section on page 98.
MeetingManager User Page Create New Notification (Cont.) Status Type The type of status monitored for the notification. • Control System Error This status type is triggered when the RMS server detects an error within the NetLinx master control system. • Equipment Usage This status type is triggered when any monitored equipment is used. • Help Request This status type is triggered when the RMS server reports receiving a help request.
MeetingManager User Page Create New Notification (Cont.) • Security This status type is triggered when the RMS server reports a security parameter has been met. • Server Status This status type is trigger when the RMS server software starts up. • System Communication Error This status type is triggered when the RMS server software encounters a problem communicating with an external communication system, such as SMTP or SNPP. This field is required. Emails & Pager User’s email addresses.
MeetingManager User Page 212 RMS Administrator’s Guide
RMS Touch Panel Pages RMS Touch Panel Pages Included within the RMS SDK are G4 touch panel pages for your RMS installation. Based on NetLinx code configuration, the panel boots up as either a Welcome or In-room panel page. RMS Welcome Page This page is displayed on the panel outside of the meeting room. 2 1 3 4 5 6 7 8 9 10 11 FIG. 85 RMS Welcome Page RMS Welcome Page 1 Meeting room schedule The schedule for the meeting room.
RMS Touch Panel Pages RMS Welcome Page (Cont.) 6 Date and time The current date and time. 7 Create Meeting When available, create a meeting and reserve the room. Selecting this button launches the RMS Meeting Request Dialog section on page 214. 8 Extend Meeting When available, extends the reserve time for the meeting room. RMS extends in increments of 15 minutes. Reoccurring meetings cannot be extended. 9 End Meeting Ends the meeting early and makes the room available to the schedule.
RMS Touch Panel Pages RMS Meeting Request Dialog Start Date The start date for the meeting reservation. Start Time The start time for the meeting reservation. Duration The length of time the meeting reservation is to run; press the + and - buttons to add and remove time respectively. Subject Subject field for the meeting reservation. The subject is displayed in the scheduling information. Touch the field to select and use the keyboard a the bottom of the screen.
RMS Touch Panel Pages Confirmed - the meeting has been created. FIG. 87 Reservation Confirmed Unsuccessful - the meeting has not been created. FIG. 88 Reservation Failed 4. Press OK.
RMS Touch Panel Pages Extending a meeting at the Welcome panel Within the Welcome page, press Extend Meeting. RMS extends the meeting in 15 minute increments. Both successful and failed extension attempts receive a message. Confirmed - the meeting has been extended. FIG. 89 Extension Confirmed Unsuccessful - the meeting has not been extended. FIG.
RMS Touch Panel Pages Ending a meeting early at the Welcome panel 1. Within the Welcome page, press End Meeting. This launches the Confirm Meeting End dialog. FIG. 91 Meeting End 2. press Yes.
RMS Touch Panel Pages Confirmed - the meeting has been ended. FIG. 92 End Confirmed Unsuccessful - the meeting has not been ended. FIG.
RMS Touch Panel Pages Ringing the doorbell Within the Welcome page, press Ring Doorbell. This launches the Doorbell dialog on the In-room panel and a doorbell tone. FIG. 94 Doorbell The ring doorbell button will be hidden if the meeting room has enabled Do Not Disturb.
RMS Touch Panel Pages RMS In-room Page This page is displayed on the panel inside of the meeting room. 2 1 3 4 5 6 7 8 9 10 10 11 12 13 14 FIG. 95 RMS In-room Page RMS In-room Page 1 Meeting room schedule The schedule for the meeting room. Navigate back and forward through the schedule using the EARLIER and LATER buttons at the top and bottom of the schedule. Select a reserved time to view its information. 2 Meeting room name The name of the meeting room.
RMS Touch Panel Pages RMS In-room Page (Cont.) 9 Run Preset If the meeting was created on the Scheduling page of RMS, the user had the option of creating a preset. The preset option allows you to execute it automatically or by this button. See Creating an Appointment section on page 200 of the RMS Administrator’s manual. 10 Date and time The current date and time. 11 Room Calendar Launches the calendar popup for the room schedule. Reservations for the selected room are displayed here.
RMS Touch Panel Pages Confirmed - the meeting has been created. FIG. 96 Reservation Confirmed Unsuccessful - the meeting has not been created. FIG. 97 Reservation Failed 4. Press OK.
RMS Touch Panel Pages Extending a meeting at the In-room panel Within the In-room page, press Extend Meeting. RMS extends the meeting in 15 minute increments. Both successful and failed extension attempts receive a message. Confirmed - the meeting has been extended. FIG. 98 Extension Confirmed Unsuccessful - the meeting has not been extended. FIG.
RMS Touch Panel Pages Ending a meeting early at the In-room panel 1. Within the In-room page, press End Meeting. This launches the Confirm Meeting End dialog. FIG. 100 Meeting End 2. press Yes.
RMS Touch Panel Pages Confirmed - the meeting has been ended. FIG. 101 End Confirmed Unsuccessful - the meeting has not been ended. FIG.
RMS Touch Panel Pages Executing a meeting preset If a manually executed preset was created when the meeting was set, press Run Preset. See Also... Creating an Appointment section on page 200 in the RMS Administrator’s guide. Creating a new macro section on page 113 in the RMS Administrator’s guide. Using the room’s calendar 1. Within the In-room page, press Room Calendar. This launches the Calendar dialog. FIG. 103 Room Calendar 2. The first drop down menu allows you to change months.
RMS Touch Panel Pages 6. Press OK when you are finished with the calendar. Setting the meeting to "Do Not Disturb" Press the Do Not Disturb button to toggle the feature on and off. Enabling this feature places a dialog on the Welcome panel outside of the room and disables the doorbell. FIG. 104 Do Not Disturb Placing a Help Request 1. Within the In-room page, press Help. This launches the Help Request dialog. FIG. 105 Help Request 2. Type your message using the provided QWERTY keyboard. 3. Press Send.
RMS Touch Panel Pages Message from Help Desk FIG. 106 Message from Help Desk Press OK to confirm. Question from Help Desk FIG. 107 Question from Help Desk Press your response to select.
RMS Touch Panel Pages Placing a Service Request 1. Within the In-room page, press Service. This launches the Service Request dialog. FIG. 108 Service Request 2. Type your message using the provided QWERTY keyboard. 3. Press Send; RMS will confirm with you that the request has been sent.
Configuration Wizard Configuration Wizard Welcome The RMS application suite Configuration Wizard is used to guide you through the initial setup and configuration of your RMS application suite server. After installing an RMS application you must complete the Configuration Wizard to register and enable your server. Additionally, you may return to the Configuration Wizard at any time to modify system settings or diagnose system related problems. FIG.
Configuration Wizard Appointment Management/Scheduling System The RMS application suite server software can manage appointments using an Internal or External scheduler such as Microsoft Exchange, Lotus Notes, or Novell GroupWise. Depending on your configuration, additional configuration steps need to be taken. This step helps the configuration wizard guide you through the appropriate options for your configuration.
Configuration Wizard Database The AMX RMS application suite uses a single central database for all data storage. This database can be configured in the RMS application suite Configuration Wizard. Connection The next step is to verify the RMS application suite database connection. FIG.
Configuration Wizard Configuration The Configuration screen may be skipped in the Configuration Wizard if a successful database connection is detected. You can navigate to the Configuration screen at any time by double-clicking the "Configuration" item in the navigation tree under the "Database" heading. The Configuration screen allows you to manually configure the database connection settings.
Configuration Wizard Updates The Updates screen may be skipped in the Configuration Wizard if a successful database connection is detected and no updates are required. You can navigate to the Updates screen at any time by double-clicking the "Updates" item in the navigation tree under the "Database" heading. The database update screen indicates if the existing database needs to be updated.
Configuration Wizard Product Selection AMX strategically focuses on meeting the needs of high-growth vertical markets. In the commercial space, this includes: Broadcasting, Education, Entertainment, Government, Healthcare, Hotels, Houses of Worship, Network Operations Centers, Presentation Facilities, and Retail. For the residential market, AMX delivers solutions for Whole Homes, Home Theater, Multi-Dwelling Units, and Private Transportation. The RMS application suite now supports several vertical markets.
Configuration Wizard Web Services The RMS application suite requires the use of the Microsoft Internet Information Services to host the RMS application suite web pages (ASP). Microsoft IIS Server This step in the Configuration Wizard ensures that the IIS web server is running. If the IIS web server is not running, click Start IIS Web Server. FIG. 115 Start Microsoft IIS Server Click Next to continue.
Configuration Wizard Virtual Directory The RMS application suite user interfaces are web pages designed to run in Windows IIS Server. This configuration step guides you through the proper setup of the IIS Virtual Directory. Web Virtual Directory Configuration (IIS) Virtual Directory Alias Name Enter the name of the virtual directory you would like to use for the RMS application suite web pages.
Configuration Wizard Services The RMS application suite server software is comprised of a collection of Windows NT Services. NT Services allow the program to load automatically on computer boot up and to run unattended without a user being logged onto the computer. NT Services must be registered with the Windows operating system. The RMS application suite services are compatible with Microsoft Windows 2000 and newer operating systems. You must register all services before proceeding to the next step.
Configuration Wizard FIG. 117 RMS Application Suite Services Click Next to continue. Register Initially, the RMS application suite services are not be registered. Click the Register Services button to start the registration process. FIG.
Configuration Wizard appointment access functions. This is important for some scheduling systems where specific user accounts require domain user security privileges. For example, to access a Microsoft Exchange account, the scheduling service must log on with a user account that has access to all of the desired Exchange mailboxes. If your third-party scheduling system does not require domain user permissions, you can use the Local System account option.
Configuration Wizard After completing the registration process, the Configuration Wizard indicates all RMS application suite services were registered successfully. FIG. 120 RMS Application Suite Services Successfully Registered Click Next to continue. Start After the RMS application suite services have been registered, you must start them. Click the Start Services button. FIG.
Configuration Wizard As the Configuration Wizard is starting each service, a dialog indicates the startup status. Click Cancel to cease starting services and return to the Configuration Wizard. FIG. 122 Starting Services Dialog Upon the successful start of the RMS application suite services, the Configuration Wizard visually indicates all services as Running. FIG. 123 RMS Application Suite Services Running Click Next to proceed. The AMX RMS Server Service is the primary service.
Configuration Wizard Licensing The RMS application suite requires a Server serial number, and the appropriate client licenses to provide either Asset management or Scheduling functions as desired. Server Licenses To obtain RMS application suite licensing, contact AMX at: Contact AMX Global Customer Service at 800-222-0193 by email at service@amx.com or contact your AMX dealer. FIG. 124 Server License Detected Click Next to continue.
Configuration Wizard Enter Server Serial Number The Enter Server Serial Number window (FIG. 125) allows you to set the RMS server serial number, company name and contact information. The Manual Authorization button allows you to authorize your RMS server without connecting to AMX. FIG. 125 Enter Server Serial Number Manual Authorization The Manual Authorization window allows you to finalize your server authorization without a connection to AMX.
Configuration Wizard FIG. 126 Manual Authorization Server Serial Number - The number for your RMS server software installation. Hardware ID - This number is taken from the server. Authorization Key - This number can be provided by AMX when a proper connection cannot be made. Manually authorizing your RMS server If your RMS server cannot connect to AMX for authorization, follow these steps: 1.
Configuration Wizard Client Licenses RMS application suite requires additional Client Licenses. Additional Client Licenses can be entered now, or at any time in the RMS application suite Configuration Wizard. To obtain RMS application suite Client Licensing, contact AMX at: Contact AMX Global Customer Service at 800-222-0193 by email at service@amx.com or contact your AMX dealer.
Configuration Wizard FIG. 128 Add Client License If you do not have a RMS application suite license key installed and you opted to operate in Standard mode, the Configuration Wizard indicates the key was not detected and the Software Serial Number reads: Standard Edition. Click Next to continue.
Configuration Wizard OS Permissions Certain NTFS and registry access permissions may be required by the AMX RMS Scheduling Manager service to access resources on the RMS application suite server. Service User The configuration wizard automatically creates the appropriate NTFS and registry access permissions for the service user account.
Configuration Wizard If the External Appointment Management/Scheduling System option was selected on the Appointment Management/Scheduling System step, and the scheduling service was registered with a user account other than the Local System account, then the Configuration Wizard ensures the scheduling server user account has all of the appropriate NTFS directory permissions and registry access permissions required to allow the scheduling service to interact with the system. 1.
Configuration Wizard Web User This screen may be skipped if your servers' file system is formatted as a FAT or FAT32 file system. These file systems do not support security options so this step is not required. Certain NTFS permissions are required for the users of the web pages to access resources on the RMS application suite server. The configuration wizard automatically creates the appropriate NTFS permissions for the web users.
Configuration Wizard System Settings In the system settings section of the Configuration Wizard, the Configuration Wizard configures application specific setting and options. NetLinx The first step in the system settings section is the NetLinx Server Settings. All NetLinx systems must connect to the RMS application suite server over a TCP/IP connection. In this configuration step you can modify the IP Server Port the NetLinx systems uses to establish a connection and facilitate communication.
Configuration Wizard FIG. 131 NetLinx Server Settings After completing these settings, click Next to continue. Security The next system settings section is the MeetingManager Security Settings. Here you can determine if you want to require user authentication to access the RMS application suite administrative web interface. If you want user authentication, check the Enable User Account Management option. FIG.
Configuration Wizard If the Enable User Account Management option is checked, you can also choose to allow anonymous access to view the RMS application suite administrative web interface. To enable anonymous access, check the Allow Anonymous Access option. After completing these settings, click Next to continue. Administrator This screen may be skipped if you choose not to enable User Account Management.
Configuration Wizard Click Next to continue. Scheduling If the Internal Appointment Management/Scheduling System option was selected on the Appointment Management/Scheduling System step, then you will only need to enter a default master appointment password. This password is used to gain access to any user created appointment record in the system. Appointment Modification Master Password Master Appointment Password Type a password in the field provided.
Configuration Wizard Appointments If the Internal Appointment Management/Scheduling System option was selected on the Appointment Management/Scheduling System step, you are presented with the dialog below. FIG. 135 Internal Appointment Options Internal Appointment Options Keep Expired Appointments For After appointments have expired, the RMS application suite automatically remove them from the system after this elapsed time. The default setting is 90 days.
Configuration Wizard If the External Appointment Management/Scheduling System option was selected on the Appointment Management/Scheduling System step, then you are presented with the dialog below. FIG. 136 External Appointment Options External Appointment Options Keep Expired Appointments For After appointments have expired, the RMS application suite automatically removes them from the system after this elapsed time. The default setting is 90 days.
Configuration Wizard SMTP SMTP or Simple Mail Transport Protocol is the standard for sending email on the Internet. The RMS application suite uses SMTP for sending email notifications to users. Enter all the appropriate SMTP settings. FIG. 137 SMTP Email System SMTP Settings SMTP Enabled Check this item to enable SMTP email delivery. Server Enter the IP address or host name of the SMTP server. IP port 25 is used for all SMTP communications.
Configuration Wizard If you press the Test button, an SMTP Test dialog appears. Enter the email address you wish to send the test message. You can optionally modify the subject and message to send. When ready, press the Send Test Message button to send the text message. FIG. 138 SMTP Test When you have competed testing, click Close. Click Next to continue.
Configuration Wizard SNPP SNPP or Simple Network Paging Protocol is an alternative method to SMTP for delivering text-based messages to alphanumeric pager and cellular phones. If your wireless provider supports SNPP messaging, the RMS application suite can send notifications messages to users using SNPP. SNPP is preferred over the standard SMTP method of delivering text messages to wireless devices, as it is more direct and efficient. FIG.
Configuration Wizard You can test these SNPP settings using the Test button. If you press the Test button, a SNPP Pager Test dialog will appear. Enter the pager id for the mobile device you wish to send the test message. You can optionally modify the text message to send. When ready, press the Send Test Message button to send the text message. FIG. 140 SNPP Pager Test When you have completed testing, click Close. After you have finished setting the desired SNPP options, click Next to continue.
Configuration Wizard SNMP The network management protocol used almost exclusively in TCP/IP networks. SNMP provides a means to monitor rooms, systems, and devices in the RMS system. FIG. 141 SNMP Service SNMP Settings Enable RMS SNMP Services Place a check in the box to enable SNMP Services. SNMP Agent Port (161 default) Type the port number to use for SNMP. SNMP Community The group to which devices and management stations running SNMP belong. This field is usually a "friendly" name.
Configuration Wizard Logging The RMS application suite can record room device and parameter changes to an internal database log as well as the Windows event log. FIG. 142 Logging Options Logging Options Enable Internal Log Select this option to enable internal logging. Maximum Log Entries Enter the number of messages. If you would rather base the Internal Log size on dates of messages, set this value to 0 and set Delete Log Entries After. Delete Log Entries After Enter the number of days.
Configuration Wizard After you have selected the desired logging options, click Next to continue. Syslog Syslog logging can also be used to log messages. You need to supply the Syslog Server IP Address or hostname and the Syslog IP Port to enable communication. The default syslog IP port is 514 and does not need to be changed unless you have a custom Syslog configuration. FIG. 143 SYSLOG Options SYSLOG Options Enable SYSLOG Messaging Select the Enable SYSLOG Messaging to enable Syslog messages.
Configuration Wizard Reporting The RMS application suite can provide detailed reporting on room device and parameter changes based on a tracked history. FIG. 144 Reporting Options Place a check next to Enable Reporting to allow for this function. You must also specify the number of days for the RMS application suite to track. Note, the larger the number of days, the greater the number of records the database needs to store and the longer report queries take to run. The default is 90 days.
Configuration Wizard Time Sync The RMS application suite can maintain time and date synchronization between the RMS server and the remote NetLinx systems. Synchronize NetLinx System Time/Date: if this option is enabled, the RMS application suite server synchronizes the time and date on NetLinx systems upon connection and subsequently once each evening. This option is recommended to maintain a consistent time and date throughout the system.
Configuration Wizard Name & Logo The RMS application suite allows user customization of the web page title and web page logo graphic. To change the web page title, please enter the desired name in the Application Title field. Selecting one of the logo options below can customize the web page logo: Default Logo - If this option is selected, the RMS application suite uses the default logo graphic. User Defined Logo - If this option is selected, you can browse to select an image file of your choice.
Configuration Wizard Creating A Custom Logo 1. Open the "logo_custom.GIF" in your favorite graphics manipulation software. This file can be found in the "C:\Program Files\AMX Resource Management Suite\Web\App_Themes\MeetingManager\images" directory (if you used the default installation location). The pixel dimensions for the logo are 147x101. 2. Add the logo to the image. 3.
Configuration Wizard Finished Congratulations you have completed the configuration wizard. You can return to the configuration wizard at any time to update or modify the RMS application suite settings. FIG. 147 Finished Now that the RMS application suite server is fully configured, the administrative web pages are ready to use and the server is ready to accept NetLinx connections.
Configuration Wizard 270 RMS Administrator’s Guide
Scheduling System Plug-ins Scheduling System Plug-ins Scheduling Systems: Microsoft Exchange Plug-in Overview The RMS application installation includes the Exchange MAPI Appointment Interface for appointment synchronization with Microsoft Exchange servers. The Exchange MAPI Appointment Interface provides access to multiple Exchange servers, multiple Exchange mailboxes, and multiple Calendar folders within a single mailbox.
Scheduling System Plug-ins Compatibility Requirements The Exchange MAPI Appointment Interface can interface with Microsoft Exchange 2000, 2003, and 2007. The MAPI (Messaging Application Programming Interface) Subsystem must be installed on the RMS application server. (Installing Microsoft Outlook ensures that the MAPI subsystem is installed.) Microsoft has documented an issue with MAPI and Exchange 2000. This issue requires a patch from Microsoft to be installed on the Exchange 2000 server.
Scheduling System Plug-ins Installation Checklist Exchange MAPI Appointment Interface Install Checklist • Create a calendar folder for each schedulable room in Exchange. You can use a single Exchange mailbox or multiple Exchange mailboxes to accomplish this. • Create a user and grant that user access to the mailboxes that contain the schedule information. See Appendix B: Configuring Microsoft Exchange Mailbox & Permissions section on page 329 for more details on how to configure Exchange.
Scheduling System Plug-ins FIG. 148 External Scheduling System Options To register the Exchange MAPI Appointment Interface, place a checkmark in the box to the left of the entry in the scheduling plug-in list. This will automatically load the plug-in configuration dialog. The Exchange Servers tab provides the RMS application with a list of all the exchange servers to which you wish the RMS application to have access.
Scheduling System Plug-ins FIG. 149 Plug-in Options After entering your Exchange servers, it is important to test access to each one. To test connection to an Exchange server, select it in the server list and click Test Connection. The first dialog that appears displays the actual Windows user account that aligns with the configuration of the RMS Scheduling Manager service. If this account is incorrect, review the Service Registration topic in the Configuration Wizard documentation.
Scheduling System Plug-ins Next, you are prompted to enter a mailbox on the Exchange server to test. Enter a valid mailbox name and click OK. FIG. 151 Test Mailbox If access to the Exchange server and mailbox was successful, the Exchange MAPI Appointment Interface test dialog will display a success message.
Scheduling System Plug-ins FIG. 152 Blackout Period The Notifications tab provides options for sending return notification emails to the appointment originator. If you select Do Not Send Appointment Notifications, the Exchange MAPI Appointment Interface will not send any notification emails to the appointment originator. Otherwise, the RMS application can deliver this appointment notification message via either MAPI or SMTP.
Scheduling System Plug-ins FIG. 153 Notifications After you can set all the appropriate plug-in settings, click OK to complete the plug-in configuration. You can return to this configuration at any time using the Configuration Wizard, selecting this plug-in from the list, and clicking the Configure button. Room Scheduling Configuration For a given room to access a specific calendar on an Exchange mailbox, the room must first be configured with the appropriate access information.
Scheduling System Plug-ins Configure Exchange MAPI Appointment Interface: click the Configure button to access the room scheduling configuration. Schedule Server: select the desired Exchange server from the list. The default Exchange sever is initially selected. Scheduling Mailbox: enter the mailbox/account that you wish this room to access and that exists on the selected Exchange server.
Scheduling System Plug-ins Scheduling Systems: Microsoft Outlook Plug-in Overview The RMS application installation includes the Outlook MAPI Appointment Interface for appointment synchronization with Microsoft Outlook calendars. The Outlook MAPI Appointment Interface provides access to local mail profiles and multiple calendar folders within a single mailbox. This wide variety of connection options provides a robust and flexible solution for attaching RMS application rooms to Outlook calendars.
Scheduling System Plug-ins The MAPI (Messaging Application Programming Interface) Subsystem must be installed on the RMS application server. (Installing Microsoft Outlook® will ensure that the MAPI subsystem is installed.) Installation Checklist Outlook MAPI Appointment Interface Install Checklist • Create a user account on the RMS application server and configure local mail profiles. See Appendix D: Configuring A Local Mail Profile section on page 341 for more details on how to configure Profiles.
Scheduling System Plug-ins Scheduling Plug-in Configuration To use the Outlook MAPI Appointment Interface scheduling plug-in, it must first be registered. Only a single scheduling plug-in may be registered at one time. The plug-in configuration is performed in the Configuration Wizard under the System Settings, Scheduling node of the navigation tree. The RMS application must be configured for External Scheduling Systems for the scheduling plug-in configuration dialog to be displayed. FIG.
Scheduling System Plug-ins The Blackout Period tab contains the settings for scheduling synchronization/ trolling blackout. During this blackout period, The RMS application does not attempt to establish a connection to any mail profiles. Many systems perform nightly backups or system related processing where the mail profile may not be available or should not be accessed. The blackout option prevents the RMS application from accessing the profile during these times.
Scheduling System Plug-ins The Notifications tab provides options for sending return notification emails to the appointment originator. If you select Do Not Send Appointment Notifications, the Outlook MAPI Appointment Interface does not send any notification emails to the appointment originator. Otherwise, the RMS application can deliver this appointment notification message via either MAPI or SMTP.
Scheduling System Plug-ins After you set all the appropriate plug-in settings, click OK to complete the plugin configuration. You can return to this configuration at any time using the Configuration Wizard, selecting this plug-in from the list, and clicking the Configure button. Room Scheduling Configuration For a given room to access a specific calendar on an Exchange mailbox, the room must first be configured with the appropriate access information.
Scheduling System Plug-ins Local Profile: select the local profile from the drop down list of profiles. These mail profiles are based on the user account the RMS Scheduling Manager Service is configured to logon as. Schedule Folder: this field allows you to change the calendar folder that this room accesses on appointment synchronization and trolling cycles. By default it uses the default primary calendar folder, or you can change the folder by clicking the Select button.
Scheduling System Plug-ins Scheduling Systems: Novell GroupWise Plug-in Overview The RMS application installation includes the Novell GroupWise Appointment Interface for appointment synchronization with Novell GroupWise calendars. The Novell GroupWise Appointment Interface provides access to GroupWise mailboxes. If you are using the Scheduling/Appointment Management features of the RMS application and you are using the RMS application with Novell GroupWise, some additional configuration is needed.
Scheduling System Plug-ins Installation Checklist Novell GroupWise Appointment Interface Install Checklist • Create a primary GroupWise mailbox/account for the RMS Scheduling Manager service. This primary mailbox/account is used to actually logon to the GroupWise server. • Create a GroupWise mailbox for each schedulable RMS application room. Grant proxy access to each of these room mailboxes to the primary mailbox/account.
Scheduling System Plug-ins FIG. 159 External Scheduling System Options To register the Novell GroupWise Appointment Interface, place a checkmark in the box to the left of the entry in the scheduling plug-in list. This automatically loads the plug-in configuration dialog. The GroupWise Mailbox tab contains the access settings for scheduling synchronization/trolling.
Scheduling System Plug-ins FIG. 160 GroupWise Mailbox If the Novell GroupWise Appointment Interface scheduling plug-in is not able to connect to the GroupWise mailbox, you are prompted with a connection failure message: Connection to GroupWise Mailbox Failed! The Blackout Period tab contains the settings for scheduling synchronization/ trolling blackout. During this blackout period, the RMS application does not attempt to establish a connection to any GroupWise mailboxes.
Scheduling System Plug-ins FIG. 161 Blackout Period The Notifications tab provides options for sending return notification emails to the appointment originator. If you select Do Not Send Appointment Notifications, the Novell GroupWise Appointment Interface does not send any notification emails to the appointment originator. Otherwise, the RMS application can deliver this appointment notification message via either GroupWise or SMTP.
Scheduling System Plug-ins FIG. 162 Notifications After you set all the appropriate plug-in settings, click OK to complete the plugin configuration. You can return to this configuration at any time using the Configuration Wizard, selecting this plug-in from the list, and clicking the Configure button. Room Scheduling Configuration For a given room to access a specific calendar on an GroupWise mailbox, the room must first be configured with the appropriate access information.
Scheduling System Plug-ins Configure Novell GroupWise Appointment Interface: click the Configure button to access the room scheduling configuration. The room scheduling configuration popup page appears and allows you to configure this room's scheduling options. GroupWise Account: enter the desired GroupWise mailbox/account name with which this room should synchronize.
Scheduling System Plug-ins Scheduling Systems: Lotus Notes Plug-in Overview The RMS application installation includes the Lotus Notes Appointment Interface for appointment synchronization with Lotus Notes servers. The Lotus Notes Appointment Interface provides access to multiple Notes resources, mailboxes or databases, and multiple Calendar views within a single database. This wide variety of connection options provides a robust and flexible solution for attaching RMS application rooms to Notes calendars.
Scheduling System Plug-ins Compatibility Requirements The Lotus Notes Appointment Interface can interface with Lotus Notes R5/R6. The Notes Client must be installed on the RMS application server. An account must be created for the RMS application and this account must be able to logon using the installed Lotus Notes client. The RMS application account must have read access to all databases from which the RMS application will read scheduling information.
Scheduling System Plug-ins Scheduling Plug-in Configuration To use the Lotus Notes Appointment Interface scheduling plug-in, it must first be registered. Only a single scheduling plug-in may be registered at one time. The plug-in configuration is performed in the Configuration Wizard under the System Settings, Scheduling node of the navigation tree. The RMS application must be configured for External Scheduling Systems for the scheduling plug-in configuration dialog to be displayed. FIG.
Scheduling System Plug-ins To register the Lotus Notes Appointment Interface, place a checkmark in the box to the left of the entry in the scheduling plug-in list. This will automatically load the plug-in configuration dialog. The Lotus Notes tab provides the RMS application with a password with which to login to Notes. The RMS application will use the account the Notes Client has been configured as to login. Enter the Domino server name and the password for this account. FIG.
Scheduling System Plug-ins FIG. 166 Test Connection After a successful connection to the Domino server has been established, the next item to configure is the Resource Reservation Database. At the bottom of the Lotus Notes tab is a drop down list of all the databases provided on the Domino server. Select the Resource database from the list. Note: The name of this database will vary depending on how it was named when it was created. In general practice it is often the database file name: "resource.nsf".
Scheduling System Plug-ins scheduling implementations. If your Lotus Notes system is using the Lotus provided resource reservations database, then a custom mapping is not needed. A Notes mapping is a list of fields that the RMS application can use to read schedule information from a Notes database using a custom search formula or view. The RMS application can read scheduling information from any Notes database; however, each custom mapping must contain scheduling information for a single room.
Scheduling System Plug-ins To add or edit a mapping, first select the database which contains the view for which you want to create a mapping. FIG. 169 Mapping Database Next, you must provide the selection formula to query the database. You can type in a custom selection formula using the Notes @function formula syntax or you can select a pre-defined database view FIG.
Scheduling System Plug-ins The custom selection formula option provides a very powerful and efficient method to obtain the scheduling records from a Notes database. To learn more about the Lotus Notes @function formula syntax, please see the topic Formula Language in the Lotus Notes Designer help documentation. FIG. 171 Finally, select the fields that correspond to the schedule information required by the RMS application.
Scheduling System Plug-ins FIG. 172 Mapping Items Once you have selected the fields for each RMS application option, you should test the mapping. Click Test Mapping to view how the information from the view will be imported into the RMS application. The test is performed on the first records retuned from the selected database using the custom selection formula or view. FIG.
Scheduling System Plug-ins Once you have verified that all the correct fields have been selected, enter a name for the mapping. You can choose if you would like this mapping to be the default by checking the Save As Default checkbox. Click Finish when you have entered a name. The Blackout Period tab contains the settings for scheduling synchronization/ trolling blackout. During this blackout period, the RMS application will not attempt to establish a connection to any Notes server.
Scheduling System Plug-ins FIG. 175 Notifications Tab After you set all the appropriate plug-in settings, click OK to complete the plugin configuration. You can return to this configuration at any time using the Configuration Wizard, selecting this plug-in in the list and clicking the Configure button. Room Scheduling Configuration For a given room to access a calendar in Notes, the room must first be configured with the appropriate access information.
Scheduling System Plug-ins FIG. 176 Resource If you wish this RMS room to synchronize with appointment records from a specific user mailbox, then choose the second option Mailbox and select the mailbox name in the drop down list named: Scheduling Mailbox. FIG.
Scheduling System Plug-ins After completing the room configuration fields, it is recommended to test the configuration using the Test button in the room scheduling plug-in configuration section. If the RMS application successfully accesses the provided resource, mailbox, or database view on the provided Notes server, you will be prompted with a success message. Success: Connected Successfully to Notes. FIG.
Scheduling System Plug-ins FIG. 181 Test Failure Database Once you have completed the room scheduling plug-in configuration and tested the mailbox successfully, make sure to click the Save button in the room scheduling plug-in configuration window to store your settings.
Scheduling System Plug-ins 308 RMS Administrator’s Guide
Database Wizard Database Wizard Overview The AMX RMS application suite includes a utility program called RMS Database Wizard. The RMS Database Wizard tool performs the following: Tests the RMS application database connection. Modifies the RMS application database connection settings. Creates new RMS application databases. Removes RMS application databases. Imports data to an RMS application database. Exports data from an RMS application database. Backs up an RMS application database.
Database Wizard Starting the Database Wizard To access and perform the Database Wizard tasks, the RMS application services must first be stopped. If one of more of the RMS services are running when the Database Wizard starts, it will prompt you to stop the services before continuing. 1. Click the Stop Services button and wait for all the services to stop. 2. Click Next to continue. FIG. 182 Stop Services First, the RMS Database Wizard checks the existing RMS application database connection.
Database Wizard FIG. 183 Database Connection Main Menu The Database Wizard main menu allows you to select the desired database operation to perform. FIG.
Database Wizard 1. Create new database / Remove existing database Select this option to create a new RMS application database or to remove an existing RMS application database. 2. Import / Export data from MeetingManager database Select this option to import data into or to export data from the configured RMS application database. You can use the export option to backup the data in your RMS application database.
Database Wizard Create / Remove Menu FIG. 185 Create / Remove 1. Create new database. Select this option to create a new RMS application. 2. Remove / Delete existing database. Select this option to delete an RMS application database file or remove an RMS application database from a database server.
Database Wizard Import / Export Menu FIG. 186 Import / Export 1. Import to RMS database. Select this option to import data into the configured RMS application database. 2. Export Data from RMS database. Select this option to export data from the configured RMS application database. You can use the export option to backup the data in your RMS application database.
Database Wizard Create A New Database The RMS Database Wizard can create a new RMS application database for the following database platforms: Microsoft SQL Server 2000 Microsoft SQL Server 2005 You need to provide the following information: Microsoft SQL Server Address Use Windows Authentication or Use SQL Server Authentication Microsoft SQL Server Username Microsoft SQL Server Password RMS application Database Name FIG.
Database Wizard Click Next to begin creating the new database. The RMS Database Wizard creates the database structure of tables, then imports all of the default data into the new database. When the processes have completed, the RMS Database Wizard automatically reconfigures the RMS application connection settings to point to this new database. FIG. 188 Importing Database Completed Click Next to continue. The RMS Database Wizard performs a database connection test and then returns to the main menu.
Database Wizard Remove A Database The Database Wizard can remove an existing RMS application database for the following database platforms: Microsoft SQL Server 2000 Microsoft SQL Server 2005 You need to provide the following information: Microsoft SQL Server Address Use Windows Authentication or Use SQL Server Authentication Microsoft SQL Server Username Microsoft SQL Server Password FIG. 189 Remove Microsoft SQL Database 1. Select the desired RMS application database to remove. 2.
Database Wizard FIG. 190 Select Database to Remove As a final confirmation to remove the database, you are prompted to enter the word destroy to confirm that you are certain about removing the database. Once a database has been removed, it cannot be recovered. Enter destroy and click OK to continue. FIG. 191 Complete Database Removal Process After the database has been removed, the Database Wizard performs a database connection test and then returns to the main menu.
Database Wizard Importing Data The RMS Database Wizard can import data files that were exported using this tool. This data file is an XML formatted collection of all the records in the database. This process is useful if you have created a new database and want to import data from an existing alternate database. After selecting Import from the Import / Export menu, you are prompted to select the import file. After selecting the import file, click Next to begin the import process. FIG.
Database Wizard Exporting Data The RMS Database Wizard can export all records in a database to a data file. This data file is an XML formatted collection of all the records in the database. This process is useful if you want to migrate to another database platform and want to export all records from your existing database. It can also be used to store backups of the data in your database. After selecting Export from the Import / Export menu, you are prompted to select the export file.
Database Wizard Converting A Database The Database Wizard can fully automate the steps required to migrate from an existing database to an alternate database platform. The RMS Database Wizard can migrate between any of the following database platforms. Microsoft SQL Server 2000 Microsoft SQL Server 2005 The steps required to migrate are as follows: Read the corresponding sections for more information about each specific step. 1. Export all data from existing RMS database. 2. Create new RMS database. 3.
Database Wizard Applying Update Scripts The RMS Database Wizard can perform database maintenance and updates of the configured RMS application database using Update Scripts. Database update scripts are created by AMX to provide a means of updating the existing database in place. 1. Select the desired update script. 2. Click Next to continue. FIG.
Database Wizard The RMS Database Wizard performs a database connection test and then returns to the main menu. Configuring Connection Settings You can use the Database Wizard at anytime to configure the RMS application database connection settings. The RMS application uses a DSN-less connection, and thus stores all the database connection settings internally. Database Server: Enter the database server IP address or hostname.
Database Wizard FIG. 196 Database Connection Settings After configuring the RMS application database connection settings, the RMS Database Wizard performs a database connection test and then returns to the main menu.
Appendix A: Service Configuration for Microsoft Exchange 5.5 Appendix A: Service Configuration for Microsoft Exchange 5.5 Overview This information is intended to assist you in configuring the RMS application to work with a Microsoft Exchange 5.5 server. The Network Administrator should perform this type of configuration. Microsoft has documented two problems with MAPI and Exchange. Both of these problems require patches from Microsoft to be installed on the Exchange server.
Appendix A: Service Configuration for Microsoft Exchange 5.5 4. Find the AMX RMS Scheduling Manager service in the services list. 5. Right-click on the AMX RMS Scheduling Manager service and select Properties. FIG. 197 Services - Properties 6. Select the Log On tab. FIG. 198 AMX RMS Scheduling Manager Properties 7. Click the Browse button. 8. In the Look In field, select your domain.
Appendix A: Service Configuration for Microsoft Exchange 5.5 FIG. 199 Select User 9. Select the user account the RMS application should logon with and click OK. 10. Enter the user account's password. FIG. 200 Account Password 11. Click OK. 12. You are prompted with the following message, The new logon name will not take effect until you stop and restart the service. Click OK. 13. Right-click the AMX RMS Scheduling Manager service and select Restart.
Appendix A: Service Configuration for Microsoft Exchange 5.5 FIG. 201 Services - Restart 14. After the service restarts, you need to re-run the Configuration Wizard to ensure the proper OS / NTFS permissions are configured for this user account.
Appendix B: Configuring Microsoft Exchange Mailbox & Permissions Appendix B: Configuring Microsoft Exchange Mailbox & Permissions Overview This information is intended to assist you in creating Exchange mailboxes and configuring Exchange mailboxes for use with the RMS application. The Network Administrator should perform this type of configuration. Create a New Exchange Mailbox Microsoft Exchange creates mailboxes based on user accounts in the active directory or domain.
Appendix B: Configuring Microsoft Exchange Mailbox & Permissions FIG. 202 Active Directory Users and Computers 2. Select and expand the desired domain container. 3. Select the Users container. 4. Click the Create New User button on the toolbar. 5. Enter the appropriate username and logon account name. FIG. 203 New Object - User Account Name 6. Enter the appropriate account password.
Appendix B: Configuring Microsoft Exchange Mailbox & Permissions FIG. 204 New Object - User Password 7. Enter the appropriate account mailbox name, exchange server, and mailbox store. FIG. 205 New Object - Mailbox Name, Exchange Server and Mailbox Store 8. The new user account and mailbox have been successfully created. Click Finish.
Appendix B: Configuring Microsoft Exchange Mailbox & Permissions FIG. 206 New User Created 9. Continue to Configure Exchange Mailbox Permissions. Configure Exchange Mailbox Permissions This help topic will assist in configuring user account access to another Exchange mailbox. Microsoft Exchange mailbox permissions are managed in the active directory. To manage Exchange mailbox permissions, you must logon to the domain controller (or remote computer with domain administration utilities).
Appendix B: Configuring Microsoft Exchange Mailbox & Permissions FIG. 207 Active Directory Users and Computers 2. Select View > Advanced Features. 3. Select and expand the desired domain container. 4. Select the Users container. 5. Select the user account whose mailbox you wish to configure permissions. 6. Right-click the user account and select Properties.
Appendix B: Configuring Microsoft Exchange Mailbox & Permissions FIG. 208 Active Directory Users and Computers - Properties 7. Select the Exchange Advanced tab. 8. Click Mailbox Rights. FIG.
Appendix B: Configuring Microsoft Exchange Mailbox & Permissions 9. Add the user to whom you want to grant access to this mailbox. 10. Select the newly added user. 11. At a minimum, enable Read permissions and Full mailbox access for the selected user. FIG. 210 User Permissions The example above grants user "Jane P User" full access to "John Q. User" mailbox. The RMS Scheduling Manager service should be configured to logon using the "Jane P User" user account.
Appendix B: Configuring Microsoft Exchange Mailbox & Permissions 336 RMS Administrator’s Guide
Appendix C: Configuring Novell GroupWise Mailbox Proxy Access Appendix C: Configuring Novell GroupWise Mailbox Proxy Access Overview This information is intended to assist you in configuring proxy access to Novell GroupWise mailboxes. The Network Administrator should perform this type of configuration. Configure GroupWise Mailbox Proxy Access The RMS application uses a single GroupWise mailbox/account to logon to the GroupWise server.
Appendix C: Configuring Novell GroupWise Mailbox Proxy Access FIG. 211 GroupWise Account 4. Double-click the Security menu option. FIG. 212 Security Options 5. Enter the primary logon mailbox/account to grant access to this mailbox. 6. Select the newly added mailbox/account. 7. At a minimum, grant write access to Mail/Phone and read access to Appointments.
Appendix C: Configuring Novell GroupWise Mailbox Proxy Access FIG. 213 Mailbox/Account Access 8. Click OK to complete. The example above grants primary mailbox/account "RMS" access to "John Q. User" mailbox. A room in RMS could be configured to access the "RMS" mailbox or the "John Q. User" mailbox, since "RMS" now possesses access permissions to both.
Appendix C: Configuring Novell GroupWise Mailbox Proxy Access 340 RMS Administrator’s Guide
Appendix D: Configuring A Local Mail Profile Appendix D: Configuring A Local Mail Profile Overview This information is intended to assist you in creating local mail profiles for use with the RMS application. Create a Local Mail Profile The Outlook MAPI Appointment Interface can access calendars in local MAPI mail profiles to synchronize appointments with the RMS application.
Appendix D: Configuring A Local Mail Profile FIG. 214 Control Panel - Mail 6. Click the Show Profiles button. FIG. 215 Mail Profile 7. Click Add.
Appendix D: Configuring A Local Mail Profile FIG. 216 Show Profile 8. Enter a profile name. FIG. 217 Enter Profile Name 9. Select the desired mail provider service and complete the profile setup wizard.
Appendix D: Configuring A Local Mail Profile FIG. 218 Profile - Mail Provider 10. After completing the profile wizard, access the new profile using both Microsoft Outlook and the RMS application.
Appendix E: Configuring Lotus Notes Database & Permissions Appendix E: Configuring Lotus Notes Database & Permissions Overview This information is intended to assist you in configuring Access Control for Notes databases and configuring Notes mailboxes for use with the RMS application. The Network Administrator should perform this type of configuration. Create a New Notes Mailbox Lotus Notes administrators create mailboxes using the Lotus Domino Administrator Tool supplied with Lotus Notes.
Appendix E: Configuring Lotus Notes Database & Permissions FIG. 219 Domino Admin FIG. 220 Register User 1. Begin by starting the Lotus Domino Administrator application located in the Start->Program Files->Lotus Applications folder. 2. Open the desired Notes server and click on the Administration Tab.
Appendix E: Configuring Lotus Notes Database & Permissions 3. Select the Files tab. FIG. 221 Files Tab 4. Select the database you wish to configure permissions on. 5. Right-click the database and select Access Control->Manage. FIG. 222 Access Control 6. Select the Basics tab.
Appendix E: Configuring Lotus Notes Database & Permissions 7. Click Add. FIG. 223 Access Control List 8. Enter a user name or click the Address book icon to see a list of addresses. FIG. 224 Add User 9. Select the newly added user and click OK. 10. At a minimum, enable Read Public Documents for the selected user.
Appendix E: Configuring Lotus Notes Database & Permissions 11. Click OK. FIG. 225 Access Settings The example above grants user "John Q User" read access to Resource Reservations database. The Lotus Notes client installed on the RMS application server should be configured to logon using the "John Q User" user account.
Appendix E: Configuring Lotus Notes Database & Permissions 350 RMS Administrator’s Guide
Appendix F: Installation Procedure for SQL Server 2005 Express Edition Appendix F: Installation Procedure for SQL Server 2005 Express Edition Overview This information is intended to assist you in installing and configuring SQL Server 2005 Express Edition for use with the RMS application. The Network Administrator should perform this type of configuration.
Appendix F: Installation Procedure for SQL Server 2005 Express Edition FIG. 226 Feature Selection 4. Finish the default install. Setup 1. Go to Start > Microsoft SQL Server 2005 > SQL Server Configuration Manager. 2. Go to SQL Server 2005 Network Configuration > Protocols for SQLExpress. FIG. 227 SQL Server 2005 Network Configuration 3. Right-click TCP/IP; select Enable.
Appendix F: Installation Procedure for SQL Server 2005 Express Edition 4. Go to SQL Native Client Configuration > Client Protocols. Ensure TCP/IP is enabled. If it is not, right-click TCP/IP; select Enable. FIG. 228 SQL Native Client Configuration 5. Go to SQL 2005 Services. FIG. 229 SQL 2005 Services 6. Right-click (SQLEXPRESS); select Restart. After the database has restarted, you may exit the SQL 2005 Configuration Manager.
Appendix F: Installation Procedure for SQL Server 2005 Express Edition 354 RMS Administrator’s Guide
RMS Administrator’s Guide 355
It’s Your World - Take Control™ 3000 Research Drive, Richardson, TX 75082 USA • 800.222.0193 • 469.624.8000 • 469-624-7153 fax • 800.932.6993 technical support • www.amx.com 93-3002-06 REV: D 9/07 ©2007 AMX. All rights reserved. AMX and the AMX logo are registered trademarks of AMX. AMX reserves the right to alter specifications without notice at any time.
