Surface Placement21
Connect the Control System22
Connect the Control Subnet (CP4NOnly)23
Configure the Control System23
Configuration via IPAddress23
Configuration via XiOCloud23
Create an Admin Account24
Set the Time Zone25
Pair with Apple HomeKit25
Configure .AVFrameworkSoftware25
Configuration27
Actions Menu28
Save Changes28
Revert28
Reboot28
Restore29
Update Firmware29
DownloadLogs29
Manage Certificates30
Status30
Device30
Network31
Program32
Product Manual— Doc. 9214AContents • iii
Page 3
AVFramework33
Settings34
System Setup34
Programs42
Projects46
Services48
Cloud Settings49
Auto Update50
AVFramework52
Security53
Current User54
Users55
Groups59
802.1x Configuration62
Connect to XiO Cloud Service65
Programming66
Resources67
Crestron Support and Training67
Programmer and Developer Resources67
Product Certificates67
Related Documentation67
iv • ContentsProductManual —Doc. 9214A
Page 4
Configuration
Prior to configuration, ensure the device isrunningthelatestfirmware.Toupdatethefirmware,
refer to Update Firmware (on page29).
The control system may bemonitoredandconfiguredusingtheincludedwebconfiguration
interface. The configuration interface is accessible from a webbrowserifthecontrolsystemIP
address is known.
The web configuration interface is also accessible through theXiOCloud®service.Formore
information, refer to Connect to XiO CloudService(onpage65).
To access the configuration interface:
1. Use the Device Discovery tool inCrestronToolbox™softwaretodiscoverthecontrol
system and its IP addressonthenetwork.
2. Open a web browser.
3. Enter the control system IP address intothebrowserURLfield.Aloginpageisdisplayed.
4. Enter the administrator username and password intheappropriatetextfieldsandclick
Sign In. The configuration interface is displayed.
NOTE: For more information on creating anadministratoraccount,refertoCreatean
Admin Account (on page24).Formoreinformationonmanaginguseraccountsonthe
control system, refer to Security (onpage53).
Web ConfigurationInterface
The configuration interface provides the following tabs:
802.1x Configuration:UsedtoconfigureIEEE802.1xnetworkauthenticationforcontrol
system security
The Status tab isthedefaulttabthatisdisplayed,asshowninthepreviousimage.
Actions Menu
The configuration interface provides an Actions drop-down menu on thetoprightofthepage.
The Actions menu may beaccessedatanytime.
Actions Menu
Once any changes have been made tothecontrolsystemconfiguration,theActionsbutton
changes to a Save Changes button. ClickSaveChangestosavechangestotheconfiguration
settings.
If a reboot isrequiredafterchangeshavebeensaved,adialogboxisdisplayedaskingwhether
the reboot should be performed. Select YestorebootthedeviceorNotocancelthereboot.
The Actions menu provides the following selections.
Save Changes
Click Save Changes to saveanychangesmadetotheconfigurationsettings.
Revert
Click Revert to revert thecontrolsystembacktothelastsavedconfigurationsettings.
Reboot
Click Reboot to reboot thecontrolsystem.
28 • CP4 and CP4NProduct Manual — Doc. 9214A
Page 6
After Reboot is selected, a dialogboxisdisplayedaskingwhetherthecontrolsystemshouldbe
rebooted. Select Yes to reboot the deviceorNotocancelthereboot.
Restore
Click Restore to restore the control systemconfiguration settings totheirdefaultvalues.
After Restore is selected a dialogboxisdisplayedaskingwhetherthedevicesettingsshouldbe
restored. Select Yes to restore the settings orNotocanceltherestore.
Update Firmware
Click Update Firmware toupgradethecontrolsystemfirmwaremanuallywithadownloaded
PUF (package update file). The FirmwareUpgradedialogboxopens.
Firmware UpgradeDialog Box
To upload a firmwarePUFthroughthewebconfigurationinterface:
NOTE: Visit the appropriate device productpageorwww.crestron.com/Support/Resource-
Library to download the latestfirmwarePUF.
1. Click Browse, and then navigate tothefirmwarePUFonthehostcomputer.
2. Select the firmware PUF, andthenclickOpen.
3. Click Load to loadthePUFtothecontrolsystem.Theuploadprogressisshowninthe
dialog box.
4. Once the control system has completed thefirmwareupgrade,clickOK.
Click the x buttontoclosetheFirmwareUpgradedialogboxatanytimeduringtheupgrade
process. Clicking the x button before thePUFisuploadedtothecontrolsystemcancelsthe
upgrade.
DownloadLogs
Click Download Logs to download thecontrolsystemmessagelogsfordiagnosticpurposes.The
message files download as a compressed .tgz file.Oncethecompressedfileisdownloaded,
extract the message log files to viewthem.
Product Manual — Doc. 9214ACP4 andCP4N •29
Page 7
Manage Certificates
Click Manage Certificates to manage anycertificates thatareinstalledonthecontrolsystem.
For more information on certificate management, refer to802.1xConfiguration (onpage62).
Status
Click the Status tabonthetopleftoftheconfigurationinterfacetodisplayselectionsfor
viewing the status of device, network, andUSB,and.AVFramework™softwaresettings.
Click on a selection nametoexpandtheselection.Iftheselectionisexpanded,clicktheselection
name again to collapse thesection.
Status TabSelections
Device
Click Device to viewgeneraldeviceinformation.
Status Tab- Device
The following Device information is displayed:
l
Model: The control system model name
l
Serial Number: The control system serialnumber
l
Firmware Version: The firmware version loaded onto thecontrolsystem
Click + More detailsatthebottomoftheDevicetabtodisplayanexpandedsectionthatshows
additional control system information. If + More Detailsisselected,click-Lessdetailstocollapse
the section.
30 • CP4 and CP4NProduct Manual — Doc. 9214A
Page 8
Network
Click Network to viewthestatusofthenetworksettingsforthecontrolsystem.
Status Tab- Network
The following Network information is displayed:
l
Host Name: The control system hostname
l
Domain Name:Thecontrolsystemdomainname
l
NIC 1 DNS Servers: TheDNS(domainnameserver)addressesusedtoresolvethecontrol
system domain to an IPaddress
Click the + (plus)iconnexttoAdapter1todisplaythefollowing Ethernet settings:
l
DHCP: Reports whether the IP address isdynamic(Yes)orstatic(No)
l
IP Address: The control system IPaddress,shownonlyifanEthernetconnectionisenabled
l
Subnet Mask: The control system subnet maskaddress,shownonlyifanEthernet
connection is enabled
l
Default Gateway: The gateway router address, shown onlyifanEthernetconnectionis
enabled
Product Manual — Doc. 9214ACP4 and CP4N • 31
Page 9
l
Link Active: Reports the status oftheEthernetconnection(Atruemessageindicatesthat
the Ethernet connection is active, while afalsemessageindicatesthattheEthernet
connection is inactive.)
l
MAC Address: The unique MAC (mediaaccesscontrol)addressfortheEthernetadapter
Click the + (plus)iconnexttoControlSubnettodisplaythefollowingControlSubnetsettings
(CP4Nonly):
l
Auto Network Addressing: Reports whether the network address for theControlSubnetis
configured automatically (true)ormanually(false)
l
Network: The Control Subnet network address, shown onlyifaControlSubnetconnection
is enabled
l
Subnet Mask: The Control Subnet maskaddress,shownonlyifanEthernetconnectionis
enabled
l
Link Active: Reports the status oftheControlSubnetconnection(Atruemessage
indicates that the Control Subnet connection is active,whileafalsemessageindicates
that the Control Subnet connection is inactive.)
l
Isolation Mode:ReportsthestatusoftheControlSubnetisolationmode(Atruemessage
indicates that isolation mode is enabled, whileafalsemessageindicatesthatisolation
mode is disabled.)
l
MAC Address: The unique MAC (mediaaccesscontrol)addressfortheControlSubnet
adapter
Program
Click Program to viewthestatusoftheprogramandslavemodesettingsforthecontrolsystem.
Status Tab- Program
The following Program information is displayed:
l
Number of Licensed Programs: The number of licensedprogramssupportedbythecontrol
system
l
Slave Mode:Reportswhetherthecontrolsystemisrunninginsubordinatemode(Enabled)
or not (Disabled)
l
Master IP/Hostname: The IPaddressorhostnameoftheprimarycontrolsystem,shown
only if subordinate mode isenabled
l
Master IPID:TheIPIDof the primary control system connection, shown onlyif
subordinate mode is enabled
32 • CP4 and CP4NProduct Manual — Doc. 9214A
Page 10
l
Slave Mode Status:Indicatestheconnectionstatustoaprimarycontrolsystemwhilein
subordinate mode, shown only if subordinate mode isenabled
If one or more programs havebeenloadedtothecontrolsystem,expandablesubsectionsare
shown that correspond with the program slot. Expandthesubsectionforagivenprogramslotto
display details about the loadedprogram.
AVFramework
Click AVFrameworktoviewthestatusofthenative.AVFrameworksoftware program running
on the control system
AVFrameworkVersion:Reportstheversionofthenative.AVFrameworksoftware
program running on the control system, shown onlyifthenative.AVFrameworksoftware
program is enabled
If the native .AVFrameworksoftwareprogramisenabled,anOpenAVFrameworkSetup button
is provided to launch the.AVFrameworkwebconfigurationutility.Formoreinformationon
configuring .AVFrameworkforthecontrolsystem,refertothe.AVFrameworkSoftware for 4-
Series Control Systems Operations Guide.
Product Manual — Doc. 9214ACP4 and CP4N • 33
Page 11
Settings
Click the Settings tab onthetopleftoftheconfigurationinterfacetodisplayselectionsfor
configuring various control system settings.
Settings Selections
Each selection is described in thesectionsthatfollow.
NOTE: If an invalid valueisenteredforasetting,thewebinterfacewillnotallowchangesto
be saved until avalidvalueisentered.Redtextisdisplayednextasettingtoindicatean
invalid value.
System Setup
Click System Settings to configure general network andcontrolsystemsettings.
34 • CP4 and CP4NProduct Manual— Doc.9214A
Page 12
Settings Tab- System Setup
Time/Date
Click the + (plus)iconnexttoTime/Datetodisplaythefollowingtimeanddate settings.
Settings Tab- System Setup (Time/Date)
Product Manual — Doc. 9214ACP4 andCP4N •35
Page 13
l
Time Synchronization: Turn on the toggle tousetimesynchronizationviaNTP(Network
Time Protocol).
l
Synchronize Now: With Time Synchronization turned on, clickSynchronize Nowto
synchronize the control system with the NTPserver(s) enteredintheNTPTimeServers
table.
l
NTPTimeServers:WithTimeSynchronizationturnedon,usetheprovidedtabletoenter
information regarding the NTP server(s) used to synchronize the dateandtimeforthe
control system.
o
Click Add to addanewNTPserverentryintothetable.
o
Enter the following information for each entry:
n
Enter the NTPserveraddressintotheAddresstextfield.
n
Enter the NTPserverportintothePorttextfield.
n
Use the Authentication Method drop-down menu to select theauthentication
method used to access the NTPserver(ifoneexists).
n
If an authentication method is selected, enter thekeyusedtoauthenticate
against the NTPserverintotheAuthenticationKeytextfield.
n
If an authentication method is selected, enter theIDforthekeyusedto
authenticate against the NTPserverintotheKeyIDtextfield.
o
To remove an entry, fillthecheckboxtotheleftofthetableentry,andthenclick
Delete.
NOTE:NTPserversareconfiguredintoaparticularslot.The server configured for the
first table row willbetheprimaryserverusedfortimesynchronization.Theservers
configured into additional table rows willbeusedassecondaryservers.
l
Time Zone: Select a timezoneforthecontrolsystemusingthedrop-downmenu.
l
Date: Select the date forthecontrolsystemusingthepop-upcalendarthatisdisplayed.
l
Time: Select the time forthecontrolsystem(in24-hourformat)usingthepop-upmenu
that is displayed.
36 • CP4 and CP4NProduct Manual— Doc.9214A
Page 14
Network
Click the + (plus)iconnexttoNetworktodisplaythefollowingnetworksettings.
Settings Tab- System Setup (Network)
l
Host Name: Enter the control system hostname.
l
Domain: Enter the fully qualified domainnameonthenetwork.
l
Primary Static DNS: EntertheprimaryDNSaddress.
l
Secondary Static DNS: Enter thesecondaryDNSaddress.
l
DHCP: Turn on the toggle touseDHCPfortheEthernetconnection.
NOTE: If DHCP is enabled,IPdoesnotfunctionuntilareplyhasbeenreceivedfrom
the server. The control system broadcasts requests for anIPaddressperiodically.
l
IP Address: If DHCPisturnedoff,enterthecontrolsystemIPaddressonthenetwork.
l
Subnet Mask: If DHCPisturnedoff,enterthecontrolsystemsubnetmaskaddressonthe
network.
l
Default Gateway: If DHCPisturnedoff,enterthegatewayrouteraddressonthenetwork.
Product Manual — Doc. 9214ACP4 and CP4N • 37
Page 15
Control Subnet (CP4NOnly)
Click the + (plus)iconnexttoControlSubnettodisplaythefollowingControlSubnetsettings.
Settings Tab- System Setup (ControlSubnet)
NOTE:FormoreinformationontheControlSubnet,refertothe"ControlSubnet"topicin
the 4-Series Control Systems Reference Guide.
l
Turn on the Auto NetworkAddressing toggle toassignanetworkaddressfortheControl
Subnet automatically. If this toggle isturnedoff,astaticaddressmustbeenteredinthe
Network text field below.
l
If Auto Network Addressing is turned off,enterastaticControlSubnetnetworkaddressin
the Network text field. The networkaddressmustbeinCIDR(ClasslessInter-Domain
Routing)formatthatincludesthebitmaskcountaftertheaddress(suchas
"192.168.0.0/24").
l
Turn on the Isolation Mode toggle toruntheControlSubnetinisolationmode.Whenin
isolation mode, the firewall is configured sothatnocommunicationcanoccurbetweenthe
LAN and devices on theControlSubnet.Usingthismechanism,customerscanprotect
their corporate LAN from devices on theControlSubnet.Formoreinformation,referto
the "Control Subnet"topicinthe4-SeriesControlSystemsReferenceGuide.
l
Turn on the StartProgramAfterRouterisOnlinetoggletostartcontrolsystemprograms
only after the internal Control Subnet routerisreportingonline.
l
Use the Port Map tabletocreateportmappingrulestousewiththeControlSubnet.
Enter the external port intheExternalPorttextfield.Thisistheportnumber
that users outside the LAN mustspecifytoconnecttotheserviceonthe
internal network.
n
Enter the internal port intheInternalPorttextfield.Thisistheportnumber
for the specified service on theinternalnetwork.
n
Enter the IP address orhostnameofthetargetcontrolsysteminthe
IPAddress/Hostnametextfield.
n
Use the Protocol drop-down menu tospecifytheconnectiontypethatwillbe
accepted from machines outside the LAN.
o
To remove an entry, fillthecheckboxtotheleftofthetableentry,andthenclick
Remove.
Web Server
Click the + (plus)iconnexttoWebServertodisplaythefollowingcontrolsystem web server
settings.
Settings Tab- System Setup (WebServer)
l
Turn on the Web ServerEnabledtoggletoenablethewebserverforthecontrolsystem.
The control system web server allowsforuserstouploadwebpagesandmobilityprojects
to a control system.
l
If Web Server Enabled isturnedon,enteranHTTPporttousefor the web server inthe
HTTPPorttextfield.Port80isusedbydefault.
l
If Web Server Enabled isturnedon,enteranHTTPSporttousefor the web server in the
HTTPSPorttextfield.Port443isusedbydefault.
Product Manual — Doc. 9214ACP4 andCP4N •39
Page 17
Crestron Internet Protocol
Click the + (plus)iconnexttoCrestronInternetProtocoltodisplaythefollowingCrestron
Internet Protocol (CIP)portsettings.
Settings Tab- System Setup (CrestronInternet Protocol)
l
Enter theCrestronInternetProtocolportusedbythecontrolsystemintheCIPPorttext
field. Port 41794 is usedbydefault.
l
Enter the Secure Crestron Internet Protocol port usedbythecontrolsysteminthe
SCIPPorttextfield.Port41796isusedbydefault.
SSH
Click the + (plus)iconnexttoSSHtodisplaythefollowingSSH(Secure Shell)settings.
Settings Tab- System Setup (SSH)
l
Turn on the SSHEnabledtoggletoenableSSHforthecontrolsystem.
l
If SSHEnabledisturnedon,enteraporttouseforthe SSHprotocolintheSSHPorttext
field. Port 22 isusedbydefault.
Web XPanel
Click the + (plus)iconnexttoWebXPaneltodisplaythefollowingcontrolsystemWebXPanel
settings.
Settings Tab- System Setup (WebXPanel)
40 • CP4 and CP4NProductManual —Doc. 9214A
Page 18
l
Turn on the Web XPanelEnabledtoggletoenabletheWebXPanelfunctionalityforthe
control system.
l
Turn on the Secure WebXPanelEnabledtoggletoenableasecureWebXPanelconnection
for the control system. If thistoggleisturnedon,theWebXPanelcanonlyconnecttothe
control system over encrypted TLS/SSL.
l
Enter a domain name fortheWebXPanelintheDomaintextfield.
l
Enter one or more portsfortheWebXPanelinthePort(s)textfield.Port41794isusedby
default.
NOTE:Enter"*"toopenallportsforthe Web XPanel. A range of ports can also be
specified.
Product Manual — Doc. 9214ACP4 and CP4N • 41
Page 19
Programs
Click Programs to manage control systemprogramsandtoconfiguresubordinatemodesettings
for the control system.
Settings Tab- Programs
Slave Mode
NOTE:Formoreinformationonusingsubordinatemodefora4-Seriescontrolsystem,refer
to the "Master-SlaveMode"topicinthe4-SeriesControlSystems Reference Guide.
Click the + (plus)iconnexttoSlaveModetodisplaythefollowing subordinate mode settings.
l
Turn the Slave Mode toggleontorunthecontrolsysteminsubordinatemode.Ifthis
toggle is turned on, the controlsystemwillfollowaprogramrunningontheprimary
control system and will makeitsportsavailabletothatcontrolsystem.
42 • CP4 and CP4NProduct Manual— Doc.9214A
Page 20
l
If Slave Mode isturnedon,entertheIPaddressorhostnameoftheprimarycontrolsystem
in the Master IP/Hostname text field.
l
If Slave Mode isturnedon,entertheIPIDforthe connection to the primary control system
in the IPIDtextfield.
Program Slot Management
NOTE:Formoreinformationonmanagingprogramsona4-Seriescontrolsystem,referto
the "Program Management"topicinthe4-SeriesControlSystemsReferenceGuide.
Click the + (plus)iconnexttoProgramSlotManagementtodisplaythefollowingprogram
management settings.
Each program slot is represented inatablethatprovidesthefollowinginformationandcontrols:
l
Slot:Theprogramslotnumber(1-10)
l
Program Name:Thenameforthecontrolsystemprogram
l
Registration:Theregistrationstatusoftheprogram
l
Execution:Theexecutionstatusoftheprogram
l
Program Editing: Provides the following program editing controls:
o
Click the Upload Program buttontoloadanewprogramtothecontrolsystem.
Instructions for loading a new program tothecontrolsystemareprovidedbelow.
o
Click the Edit Programbuttontoeditinformationabouttheprogram(if
available).
o
If the program is unregistered, clicktheRegisterProgrambuttontoregisterthe
program with the control system.
o
If the program is registered, clicktheUnregisterProgrambuttontounregister
the program from the control system.
l
Program Execution:Providesthefollowingprogramexecutioncontrols:
o
If the program is stopped,clicktheStartProgrambuttontostarttheprogram.
o
If the program is running, clicktheStopProgrambuttontostoptheprogram.
o
Click the Restart Program buttontorestarttheprogram.
Product Manual — Doc. 9214ACP4 andCP4N •43
Page 21
Load a New Program
To load a newprogramtothecontrolsystem:
1.
Click the Upload Program buttonin an available program slot.TheAddProgramdialog
box is displayed.
Add ProgramDialog Box
2. If desired, fill the DonotcopyIPTablecheckboxtoprevent the program IPtablefrom
being copied to the control systemfollowing theupload.
3. Click the Program File button. TheFileUploaddialogboxisdisplayed.
File UploadDialog Box
4. Click Browse, and then navigate totheprogramfile(LPZorCPZ)on the host computer.
5. Select the program file, and thenclickOpen.
6. Click Load to loadtheprogramfiletothecontrolsystem.Theuploadprogressisshownin
the dialog box.
7. Once the control system has completed the programupload,clickOK.Theprogramwill
appear in the Program SlotManagementtableandwillautomaticallyattempttoregister
and start itself on thecontrolsystem.
44 • CP4 and CP4NProduct Manual— Doc.9214A
Page 22
Edit a Program
To edit the IPtableforacontrolsystemprogram(ifpermittedbythe program):
1.
Click the Edit Programbuttonin the desired program slot. TheEditProgramdialog
box is displayed.
Edit ProgramDialog Box
NOTE: If IPtableentrieshavealreadybeendefinedintheprogram,theseentrieswill
populate the table in theEditProgramdialogboxunlesstheDonotcopyIPTable
check box was filled whenloadingtheprogramtothecontrolsystem.
2. Click Add to addanewIPtableentryfortheprogram(ifnecessary).
3. Enter or modify the following information ineachcolumnfortheIPtableentry:
l
IPID:EnteranIPIDthatwill be used for communication between a device and the
control system.
l
IPAddress/Hostname:EntertheIPaddressor hostname for the device that will
connect to the control system overIP.
l
Device Id:EnterauniqueIDfortheconnectingdevice.Bydefault,thisvalueisthe
same as the provided IPID.
l
Port #:Entertheportusedforcommunicationbetweendeviceandcontrolsystem.
l
Room Id:EntertheCrestronVirtualControl(VC-4)roomID that is associated with
theIPtableentry.ThissettingisapplicableonlyforVC-4connections.
4. Click Save Changes to saveanychangestotheIPtable.
Product Manual — Doc. 9214ACP4 andCP4N •45
Page 23
Projects
Click Projects to manage webandmobilityprojectsforthecontrolsystem.
Settings Tab- Programs
Each loaded project is represented inatablethatprovidesthefollowinginformationand
controls:
Web Project:Displaysagreencheckiconiftheprojectisawebproject
l
Actions:Clickthetrashcanbuttontodeletetheprojectfromthecontrol system
To load a newwebormobilityprojecttothecontrolsystem:
1. Click the Add Project button.TheAddProjectdialogboxisdisplayed.
Add ProjectDialog Box
2. Turn on the Web ProjectorMobilityProjecttogglestodefinewhethertheloadedprojectis
a web or amobilityproject.
NOTE:Iftheprojectisbothawebandamobilityproject,both toggles can be selected.
46 • CP4 and CP4NProduct Manual— Doc.9214A
Page 24
3. Click the Project File button. TheFileUploaddialogboxisdisplayed.
File UploadDialog Box
4. Click Browse, and then navigate totheprojectfileonthehostcomputer.
5. Select the projectfile,andthenclickOpen.
6. Click Load to loadtheprojectfiletothecontrolsystem.Theuploadprogressisshown in
the dialog box.
7. Once the control system has completed the projectupload,clickOK.Theprogramwill
appear in the Project Management table.
Product Manual — Doc. 9214ACP4 andCP4N •47
Page 25
Services
Click Services to manage various external servicesthatintegratewiththecontrolsystem.
Settings Tab- Services
Crestron Fusion Cloud
NOTE: If connecting to a Crestron Fusionsoftwareon-premises server,connections are
made using either traditional (outbound) or inbound communications. For moreinformation,
refer to the Crestron Fusion 10On-Premises SoftwareGettingStartedGuide.
l
Turn on the Crestron Fusion CloudtoggletoallowaconnectiontoaCrestronFusionCloud
server.
l
If Crestron Fusion Cloud is turnedon,entertheURLusedtoconnectthecontrolsystemto
the desired Crestron Fusion Cloud server intheCrestronFusionCloudURLtextfield.
VC-4 Server
NOTE: For more information on connecting the control systemtoCrestronVirtualControl
(VC-4), refer to the helpfileintheCrestronVirtualControlwebconfigurationinterface.To
access the help file, clickthequestionmarkbuttonon the top left of the page.
Enter a VC-4serverURLintotheVC-4 Server Address text field to establish a connection
between the control system and aVC-4server.
Turn on the Apple HomeKittoggletoenabletheHomeKitfeatureonthecontrolsystem.
Cloud Settings
Click Cloud Settings to enable ordisableaconnectionbetweenthecontrolsystemandanXiO
Cloud® service account.
Settings Tab- Cloud Settings
Turn on the Cloud Configuration Service Connection toallowaconnectionbetweencontrol
system and an XiO Cloudaccount.Thissettingisturnedonbydefault.
For more information on connecting to the XiOCloudservice,refertoConnecttoXiOCloud
Service.
Product Manual — Doc. 9214ACP4 andCP4N •49
Page 27
Auto Update
Click Auto Update toconfigure automaticfirmwareupdatesforthecontrolsystemand
connected devices.
Settings Tab- Auto Update
NOTE:Formoreinformationonconfiguringautomaticupdatesforthecontrolsystem,refer
to the "Auto Update Mechanism"topicinthe4-SeriesControlSystemsReferenceGuide.
General
l
Turn on the Auto Updatetoggletouseautomaticupdatesforthecontrolsystemand
connected devices.
l
If Auto Update is turnedon,enteracustomupdateserverFTPaddressinthe Custom URL
text field.
Server
The following settings can be configured for theautoupdateserverifAutoUpdateisturnedon:
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Page 28
l
Enter a username for accessing the autoupdateserverintheUsernametextfield.
l
Enter a password for accessing the autoupdateserverinthePasswordtextfield.
Crestron Devices
The following settings can be configured for updating connected Crestron devicesifAuto
Update is turned on:
l
Enter a username for pushing automatic updatestocontrolledCrestrondevicesinthe
Username text field.
l
Enter a password for pushing automatic updatestocontrolledCrestrondevicesinthe
Password text field.
Schedule
The following settings can be configured for scheduling automatic updatesifAutoUpdateis
turned on:
l
Use the Day ofWeekdrop-downmenutoselectadayoftheweektocheckforand
perform automatic updates.
o
Select Daily to checkfornewupdateseveryday.
o
Select None to only checkfornewupdatesmanually.
l
If a value isprovidedforDayofWeekotherthan"None,"enteratimeofday(in24-hour
format) when the control system willcheckupdatesonthescheduledday.
l
If "None" is selected for DayofWeek,enterthepollinginterval(inhours)forwhenthe
control system will poll theserverforupdates.
l
Click Update Now tochecktheupdateserverfornewfirmwareandtoupdatethecontrol
system immediately if new firmware isavailable.
Product Manual — Doc. 9214ACP4 and CP4N •51
Page 29
AVFramework
Click AVFrameworktoconfigurethenative.AVFrameworksoftware program running on the
control system.
Settings Tab- AVFramework
NOTE:Ifanolderversionofthe.AVFrameworkprogramisdetectedintheProgram01 slot
(6.13 and prior), the program isloadedtotheProgram00slotbutisnotenabledwithinthe
control system. The older .AV Frameworkprogrammustberemovedmanuallybeforethe
newer version can be enabled. Formoreinformation,refertothe.AVFrameworkSoftware
for 4-Series Control Systems Operations Guide.
l
Turn on the AVFrameworktoggletoturnonthenative.AVFrameworksoftware program
on the control system.
l
If AVFrameworkisturnedon,theversionofthenative.AVFrameworksoftware program
is reported next to AVFrameworkVersion.
l
If AVFrameworkisturnedon,clickOpenAVFrameworkSetup to launch the
.AVFrameworkwebconfigurationutility.Formoreinformationonconfiguring
.AVFrameworkforthecontrolsystem,refertothe.AVFrameworkSoftware for 4-Series
Control Systems Operations Guide.
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Security
Click the Security tabonthetopleftoftheconfigurationinterfacetodisplayselectionsfor
configuring security and authentication settings for the control system.
Security TabSelections
Expand the Security accordion to configure thefollowingsettings:
NOTE:Formoreinformationaboutconfiguringauthenticationsettingsona4-Seriescontrol
system, refer to the "Authentication"topicinthe4-SeriesControlSystemsReferenceGuide.
l
SSLMode:SelectanSSL(SecureSockets Layer) mode to use for establishing a secure
connection to the control system:
o
Encrypt and Validation:Thecontrolsystemwillrequireausernameandpasswordto
validate an encrypted SSLconnection.Enterausernameandpasswordinthe
appropriate fields that are displayed.
o
Encrypt: The control system will useanencryptedSSLconnection.
l
Enable User Page Authentication:Turnonthetoggletouseuserpageauthenticationfor
web pages and mobility projects. Ifthistoggleisturnedon,auserwillbepromptedfor
login credentials as they load theproject.
Product Manual — Doc. 9214ACP4 andCP4N •53
Page 31
Control system users and groups can beviewedandmodifiedwithinthetableprovidedatthe
bottom of the accordion. Use thefollowing settings toadd,delete,andeditcontrolsystemusers
and groups.
Current User
Click the Current User tabtoviewandeditinformationforthecurrentcontrolsystemuser.
Current UserTab
The following settings are displayed for thecurrentuser:
l
Name: The chosen username
l
Access Level: The access level granted totheuser(Administrator,Programmer,Operator,
User, or Connect)
l
Active Directory User: Reports whether the current useris(Yes)orisnot(No)
authenticated through Active Directory® software
NOTE: A user must beaddedtoanActiveDirectorygroupbeforetheusermaybe
selected as an active directory user.Formoreinformation,refertoGroups(on
page59).
l
Groups: Any groups of which thecurrentuserisamember
Click Change Current User Password tochangethepasswordforthecurrentuser.TheChange
Password dialog box is displayed.
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Change PasswordDialog Box
Enter the existing password in theCurrentPasswordfield.Then,enteranewpasswordinthe
Password field, and reenter the password intheConfirmPasswordfield.
Click OK to savethenewpassword,orclickCanceltocancelthechange.
Users
Click the Users tabtoviewandeditinformationforthecontrolsystemusers.
Users Tab
Enter text into the SearchUsersfieldtofindanddisplayusersthatmatchthesearchterm(s).
Control system users are listed intableformat.Thefollowinginformationisdisplayedforeach
control system user:
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Username: The chosen username
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AD User: Reports whether the user is(Yes)orisnot(No)authenticatedthroughActive
Directory
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NOTE: A user must beaddedtoanActiveDirectorygroupbeforetheusermaybe
selected as an active directory user.Formoreinformation,refertoGroups(on
page59).
If the control system users span multiplepages,usethenavigationarrowsonthebottomofthe
page to move forward orbackwardthroughthepages,orselectapagenumbertonavigateto
that page. Additionally, the number ofusersdisplayedoneachpagemaybesetto5,10,or20
users.
An Actions column is also providedforeachuserthatallowsvariousactionstobeperformed.
The following selections may be selected from theActionscolumn.
User Details
Click the information buttonin the Actions column to view information for the selected user.
The User Details pop-up dialogboxisdisplayed.
User DetailsDialog Box
The following settings are displayed for thecurrentuser:
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Name: The chosen username
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Active Directory User: Reports whether the user is(Yes)orisnot(No)authenticated
through Active Directory
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Groups: Lists any groups that contain theuser
Click OK to returntotheAuthenticationManagement>Userspage.
Update User
Click the editing buttonin the Actions column to edit settings for the selected user. The
Update User dialog box isdisplayed.
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Update UserDialog Box
The following Update User settings may beviewedorconfigured:
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Name: The chosen username
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Active Directory User: Turn on thetoggletouseauthenticationviaActiveDirectoryforthe
selected user.
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Password: Enter a new password fortheselecteduser.
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Confirm Password: Reenter the password provided in thePasswordfield.
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Groups: Add the user tooneormoregroups.Formoreinformation,refertoGroups(on
page59).
NOTE: A user must beaddedtoanActiveDirectorygrouptobeselectedasanActive
Directory user.
Click OK to saveanychangesandtoreturntotheUsersselections.ClickCanceltocancelany
changes.
Delete User
Click the trashcan iconin the Actions column to delete the user.
A pop-up dialog box isdisplayedaskingwhethertheusershouldbedeleted.ClickYestodelete
the user or No tocancel.
Create User
Click Create User atthebottomofthepagetocreateanewcontrolsystemuser.TheCreate
User dialog box is displayed.
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Create UserDialog Box
Use the following settings to create anewuser:
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Name: Enter a username.
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Active Directory User: Turn on thetoggletouseauthenticationviaActiveDirectoryforthe
user.
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Password: Enter a password for theuser.
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Confirm Password: Reenter the password provided in thePasswordfield.
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Groups: Add the user tooneormoregroups.Formoreinformation,refertoGroups(on
the facing page).
NOTE: A user must beaddedtoanActiveDirectorygrouptobeselectedasanActive
Directory user.
Click OK to saveanychangesandtoreturntotheUsersselections.ClickCanceltocancel
creating a new user.
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Groups
Click the Groups tabtoviewandeditsettingsforcontrolsystemgroups.Controlsystemgroups
are used to group usersbyaccesslevelandActiveDirectoryauthenticationsettings.
Groups Tab
Enter text in totheSearchGroupsfieldtofindanddisplaygroupsthatmatchthesearchterm
(s).
Control system groups are listed intableformat.Thefollowinginformationisdisplayedforeach
control system group:
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Group Name: The chosen group name
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AD Group: Reports whether the group is(Yes)orisnot(No)authenticatedthroughActive
Directory
NOTE: Active Directory provides an additional layerofauthenticationforcontrol
system groups and users. Active directory group andusernamesarestoredinthe
control system console along with a uniqueSID(securityidentifier).WhenanActive
Directory user attempts to authenticate against the console, theconsolefirstchecks
the user credentials. If the Active Directoryauthentication issuccessful,Active
Directory queries the console for the userorgroup'sSID.Theuserisgrantedaccessto
the control system only if atleastoneSIDmatchisfound.
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Access Level: The access level for theselectedgroup(Administrator,Programmer,
Operator, User, or Connect)
If the control system groups span multiplepages,usethenavigationarrowsonthebottomof
the page to move forwardorbackwardthroughthepages,orselectapagenumbertonavigate
to that page. Additionally, the numberofgroupsdisplayedoneachpagemaybesetto5,10,or
20 users.
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An Actions column is also providedforeachgroupthatallowsvariousactionstobeperformed.
The following selections may be selected from theActionscolumn.
Group Details
Click the information buttonin the Actions column to view information for the selected
group. The Group Details dialog boxisdisplayed.
Group DetailsDialog Box
The following settings are displayed for thecurrentgroup:
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Name: The chosen group name
NOTE:IfauthenticatingwithActiveDirectory,donotenterthedomainnameforthe
Active Directory group in theNamefield.Ifthisinformationisbeingenteredvia
console commands, omit domain\local from the command (forexample,
adddomaing -n:crestron -L:A instead of adddomaing n:domain.local\crestron -L:A).
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Access Level: The access level of thegroupanditsusers
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Active Directory User: Reports whether the group is(Yes)orisnot(No)authenticated
through Active Directory
Click OK to returntotheGroupsselections.
Delete Group
Click the trashcan iconin the Actions column to delete the group.
A pop-up dialog box isdisplayedaskingwhetherthegroupshouldbedeleted.ClickYestodelete
the group or No tocancel.
Create Group
Click Create Group atthebottomofthepagetocreateanewcontrolsystemgroup.TheCreate
Group dialog box is displayed.
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Create GroupDialog Box
Use the following settings to create anewgroup:
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Name: Enter a group name.
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Access Level: Select an access level forthegroupanditsusersfromthedrop-downmenu.
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Active Directory Group: Turn on thetoggletouseauthenticationviaActiveDirectoryfor
the group.
Click OK to saveanychangesandtoreturntotheGroupsselections.ClickCanceltocancel
creating a new group.
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802.1x Configuration
Click the 802.1x Configuration tab on thetopleftoftheconfigurationinterfacetodisplay
selections for configuring IEEE 802.1x network authentication for control system security.
802.1x ConfigurationTab Selections
Expand the 802.1x Configuration accordion to configure the following settings:
NOTE:Formoreinformationaboutconfiguring802.1xnetworkauthenticationona4-Series
control system, refer to the "802.1X"topicinthe4-SeriesControlSystemsReferenceGuide.
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IEEE 802.1x Authentication: Turn on the toggle touse802.1xauthenticationforthecontrol
system.
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Authentication Method: Select an 802.1x authentication method (EAP-TLS Certificate or
EAP MSCHAP V2- password) from thedrop-downmenu.
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Domain: If EAP MSCHAP V2-passwordisselectedforAuthenticationMethod,enter
a domain name that isrequiredforauthentication.
o
Username: If EAP MSCHAP V2- password isselectedforAuthenticationMethod,
enter a username that isrequiredforauthentication.
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Password: If EAP MSCHAP V2-passwordisselectedforAuthenticationMethod,
enter a password that isrequiredforauthentication.
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Enable Authentication Server Validation: Turn on thetoggletouseservervalidationfor
increased security.
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Select Trusted Certificate Authorities: Select trusted CAs (Certificate Authorities) from
the provided CAs to beusedforservervalidation:
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Click the check box totheleftofaCAtoselectitasatrustedCA.
o
Enter a search term intothetextfieldatthetopoftheCAmenutosearchforand
display CAs that match thesearchterm.
o
Click the check box totheleftofthesearchfieldatthetopoftheCAmenuto select
all CAs as trusted CAs.
Select Manage Certificates from the Action menu toaddorremoveCAsfromthelist.The
Manage Certificates dialog box is displayed withtheRoottabselected.
Manage CertificatesDialog Box - RootTab
Click the tabs near thetopofthepagetoswitchbetweenthedifferenttypesofCAs(Root,
Intermediate, Machine, or Web Server). The same settings areprovidedforeachtypeofCA.
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Type a search termintotheSearch…textfieldtosearchforanddisplayCAsthatmatchthe
search term.
The following information is provided for each typeofCA:
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Name: The CA name
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Expiry Date: The dateandtimethattheCAissettoexpire
If the CAs span multiplepages,usethenavigationarrowsonthebottomofthepagetomove
forward or backward through the pages,orselectapagenumbertonavigatetothatpage.
Click the trashcan buttonin the Actions column for a CA to delete it. A pop-up dialog box is
displayed asking if the CAshouldbedeleted.ClickYestodeletethecertificateorNotocancel.
Click Add [Type] Certificate toaddaCAofoneofthefouravailabletypes(Root,Intermediate,
Machine, or Web Server) tothelistofCAs.TheAddCertificatepop-updialogboxisdisplayed.
Add CertificateDialog Box
To add anewcertificate:
1. Click Browse.
2. Navigate to the CA fileonthehostcomputer.
3. Select the CA file, andthenclickOpen.
4. Click Load to loadtheCAfiletothecontrolsystem.Theuploadprogressisshowninthe
dialog box.
5. Once the control system has completed the upload,clickOK.
Click the x buttontoclosetheAddCertificatedialogboxatanytimeduringtheuploadprocess.
Clicking the x button before theCAfileisuploadedtothecontrolsystemcancelstheupload.
Click the x buttontoclosetheManageCertificatesdialogboxandtoreturntothe802.1x
Authentication page.
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Connect to XiO Cloud Service
The XiOCloud®serviceallowssupporteddevicesacrossanenterprisetobe managed and
configured from one central and secure location inthecloud.SupportedCrestron®devicesare
configured to connect to the service outofthebox.
Use of the service requires aregisteredXiOCloudaccount.ToregisterforanXiOCloudaccount,
refer to www.crestron.com/Support/Tools/Licensing-Registration/XiO-Cloud-Registration-
Room-Licenses.
NOTE:ThedevicemaybedisconnectedfromtheXiOCloudservice by navigating to the
Cloud Services tab in CrestronToolbox™software(Functions>DeviceInfo> Cloud Services).
For details, refer to theCrestronToolboxhelpfile.
To connect the device totheXiOCloudservice:
1. Record the MAC address andserialnumberthatarelabeledontheshippingboxorthe
device. The MAC address and serialnumberarerequiredtoaddthedevicetothe
XiOCloudservice.
NOTE:IfthedevicehasmultipleMACaddresses,usetheMACaddressthatis
providing the primary connection back tothenetwork.Formostdevices,theEthernet
MAC address should be used. However, ifyourdeviceisconnectingtothenetworkover
a different protocol (such as Wi-Fi®communications), use theMACaddressforthat
protocol instead.
2. Log in to yourXiOCloudaccountatportal.crestron.io.
3. Claim the device to theXiOCloudserviceasdescribedintheXiOCloudUserGuide.
Select the device from thecloudinterfacetoviewitsstatusandsettings.Thedevicemaynow
also be managed and assigned toagrouporroom.Formoreinformation,refertothe
XiOCloudUserGuide.
NOTE:ForXiOCloudaccountswithroom-basedlicenses,thedevicemustbe added to a
licensed room before its status andsettings canbeviewed.
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Programming
4-Series control systems support an open development environment that enables programmers
to use standard tools tocreateC#programs.ProgrammerscanalsouseCrestrontoolssuchas
For more information on programming for a4-seriescontrolsystemusingC#,referto
online help answer ID1000637.
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For more information on programming for a4-seriescontrolsystemusingthePython
programming language, refer to the Python Programming Language on 4-Series Control
Systems Developer Microsite.
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Resources
The following resources are provided for theCP4andCP4N.
NOTE:YoumayneedtoprovideyourCrestron.comwebaccountcredentialswhenprompted
to access some of the following resources.