Crestron IG SW-ROOMVW-SVR User Manual

®
Crestron RoomView 7.0 Enterprise
Remote Asset Management Software Installation Guide
Crestron Electronics, Inc.
15 Volvo Drive
Rockleigh, NJ 07647
1-888-CRESTRON
All brand names, product names and trademarks are the property of their respective owners.
©2006 Crestron Electronics, Inc.
Crestron RoomView® 7.0 Enterprise Remote Asset Management Software
Contents
Remote Asset Management Software: RoomView® 7.0 Enterprise 1
Introduction ...............................................................................................................................1
Prerequisites ................................................................................................................1
Rights ..........................................................................................................................2
Pre-Installation ............................................................................................................2
Server Side Installation Procedure ..............................................................................4
Asset Service Setup.............................................................................................. 9
Email Service Setup ........................................................................................... 13
Log Service Setup .............................................................................................. 18
Room Service Setup........................................................................................... 22
Schedule Service Setup ...................................................................................... 22
Security Web Service Setup ............................................................................... 26
Web Client Setup ............................................................................................... 30
Database Creation Wizard Setup........................................................................ 42
Configuration Manager Setup ............................................................................ 46
Configuring RoomView..................................................................................... 50
Post Installation .................................................................................................. 55
Technical Validation .......................................................................................... 56
Functional Validation......................................................................................... 57
Rollback Plan ..................................................................................................... 57
Appendix A: RoomView 7.0 Communications Flow............................................................. 52
Software License Agreement................................................................................................... 66
Return and Warranty Policies.................................................................................................. 68
Merchandise Returns / Repair Service ......................................................................68
CRESTRON Limited Warranty.................................................................................68
Installation Guide – DOC. 6543 Contents i
Crestron RoomView® 7.0 Enterprise Remote Asset Management Software
Remote Asset Management
®
Software: RoomView
7.0
Enterprise

Introduction

This document is provided as an aid to the installation of RoomView® 7.0 Enterprise, Remote Asset Management Software.

Prerequisites

All the software, or software components, in the following list must be installed and available to the system where RoomView services are to be installed. RoomView, or parts of RoomView, must have access to these applications either directly or over the network. Be sure that all of the latest updates for these applications are also installed.
These applications must be present on each server where RoomView 7.0 components are installed:
Microsoft Windows Server 2003
Microsoft Internet Information Server 6.0 (IIS) (on machine(s) with web or
security components installed)
Microsoft .NET Runtime Environment 2.x
These applications can be installed anywhere on the local network so long as RoomView can access them:
Microsoft SQL Server 2000 or 2005
Microsoft Exchange Server 2003 with Outlook Web Access (OWA).
SMTP Mail Server.
NOTE: Verify that all of these applications are accessible from the server where RoomView will be installed.
One of these web browsers must be installed on workstations where the web client will be used:
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Remote Asset Management Software Crestron RoomView® 7.0 Enterprise
Microsoft Internet Explorer 6.0 or later
Firefox 1.5 or later
Safari 2.0.3 or later
Camino 1.0b2 or later
Netscape 8.1 or later

Rights

Create an Active Directory account called RoomView7 and give it the following rights:
Local Administrator’s Rights on any server where RoomView 7 components
will be installed.
SQL Login with container creation rights and Database Owner Rights.
Owner rights in Exchange to all room mail boxes to be scheduled with
RoomView 7.x.
SMTP Send Rights.

Pre-Installation

If any RoomView 7.x components have been previously installed on your server, or if you are upgrading to a future version of RoomView beyond version 7.x, the previously installed version (7.x) must be completely uninstalled prior to installing the new version.
CAUTION: If the previous version of RoomView 7.x is not completely uninstalled, your installation of the new version will fail. Refer to the section entitled, Rollback Plan on page 62.

Server Side Installation Procedure

RoomView 7.x installation consists of a series of wizards, one for each component to be installed.
1. Download the RoomView 7.x installer from the Crestron website to your desktop or place the RoomView 7.0 installation CD in the CD drive. Double­click the installer file on your desktop or if autorun does not initiate for the installation CD, use Start\Run and browse to the CD drive. Find the file named roomview_server_7_0_0XXX.exe (e.g., roomview_server_7_0_0118.exe) and click Open.
The Crestron RoomView “Setup Welcome” window for the RoomView 7.x installation will appear.
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Crestron RoomView “Setup Welcome” Window
2. Click Next to display the “License Agreement” window where you will be prompted to accept (or not) the license agreement governing the RoomView application. Accept the agreement (if you want to continue) by clicking the appropriate radio button. You can also use the Print button to retain a copy for your records. Click Next to continue.
“License Agreement” Window
3. The “Setup Type” window appears if Crestron Toolbox is not installed on the system. You may choose to install it at this point in the RoomView installation,
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Remote Asset Management Software Crestron RoomView® 7.0 Enterprise
however the RoomView installation must be restarted to continue with the installation.
To install Toolbox, select the Crestron Toolbox radio button and click Next. Follow on on-screen prompts.
NOTE: When the Toolbox installation is complete, the RoomView installation must be restarted. Double-click the installer file as described in step 1 above and repeat steps 2 and 3. Once those steps are complete, proceed to step 4.
NOTE: If Toolbox is not installed on the system, certain RoomView features will be disabled.
“Setup Type” Window
4. If Crestron Toolbox is already installed, or if you selected RoomView and clicked Next on the “Setup Type” window, the “Select Features” window will be displayed. By default, all of the features and services are selected for installation. If all features and services are to be installed on this server, click Next. If not, deselect the features and services you don’t want installed. The installation program will open wizards for each feature and service selected in the order described in the following paragraphs.
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“Select Features” Window
NOTE: If some part of the installation fails, the Select Features window can be used to restart the installation process without affecting the services already installed.
5. The “Setup Status” window will be displayed while it installs some of the RoomView operating files. This window will be dismissed by the setup program when the progress bar is complete.
“Setup Status” Window
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Remote Asset Management Software Crestron RoomView® 7.0 Enterprise
6. If Microsoft .NET is not installed on the server, the “.NET Framework 2.0 License Agreement” is displayed. You can print the agreement by clicking the View EULA for printing button and accept the agreement by clicking Accept.
“.NET Framework License Agreement” Window
7. When the “.NET Framework 2.0 License Agreement” is dismissed, the installer will contact Microsoft’s website and begin to download the .NET application directly from Microsoft’s servers. The following progress window will be displayed.
“.NET download progress” Window
8. Once the file is downloaded, the installer is initiated and the following progress window is displayed.
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“.NET Install Progress” Window
9. When the “.NET Install Progress” window is dismissed, the .NET portion of the RoomView installation will be complete.
10. The “Asset Service Setup” Wizard is the next window to open. The Asset Service manages status for all of your RoomView assets. Click Next to continue.

Asset Service Setup

The asset service provides status (such as “Service Due” or “Contract Expired”) for all assets created in RoomView and triggers the sending of notifications. The “Asset Service Setup” wizard starts automatically if the Asset Service check box in the “Select Features” window is selected.
1. When the “Asset Service Setup” wizard opens, click Next to start the installation.
“Asset Service Setup” Wizard
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Remote Asset Management Software Crestron RoomView® 7.0 Enterprise
2. The “Select Installation Folder” window allows you to choose the installation path via the Browse button if the default is not correct. On the bottom left of the window, click the Everyone or Just me radio buttons to specify who will have access to the RoomView Asset Service.
“Select Installation Folder” Window
NOTE: The Disk Cost button is provided as a way for you to determine the amount of available disk space on the local and networked drives where the Asset Service can be installed.
3. Clicking the Disk Cost button opens the “Asset Service Disk Space” window. Use it to determine the best target for your installation. Click Ok to close the window, browse to the desired drive and directory and then click Next to continue Asset Service installation.
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“Asset Service Disk Space” Window
4. The “Confirm Installation” window is displayed to inform you that the Asset Service Installer wizard is ready to install the Asset Service on your system. Clicking Next initiates the installation.
“Confirm Installation” Window
5. The “Installing Asset Service” window will display a progress bar as the installation proceeds.
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Remote Asset Management Software Crestron RoomView® 7.0 Enterprise
“Installing Asset Service” Window
6. The “Installation Complete” window will display. Click Close to exit.
“Installation Complete” Window
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Email Service Setup

The Email Service connects to the SMTP server and manages all notification requests from other services. The “Email Service Setup” wizard starts automatically upon completion of the “Asset Service” wizard if the Email Service check box in the “Select Features” window is selected.
1. When the “Email Service Setup” wizard opens, click Next to start the installation.
“Email Service Setup” Wizard
2. The “Select Installation Folder” window allows you to choose the installation path via the Browse button if the default is not correct. On the bottom left of the window, click the Everyone or Just me radio buttons to specify who will have access to the RoomView Email Service.
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“Select Installation Folder” Window
NOTE: The Disk Cost button is provided as a way for you to determine the amount of available disk space on the local and networked drives where the Email Service can be installed.
3. Clicking the Disk Cost button opens the “Email Service Disk Space” window. Use it to determine the best target for your installation. Click Ok to close the window, browse to the desired drive and directory and then click Next to continue Email Service installation.
“Email Service Disk Space” Window
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4. The “Confirm Installation” window is displayed to inform you that the Email Service Installer wizard is ready to install the Email Service on your system. Clicking Next initiates the installation.
“Confirm Installation” Window
5. The “Installing Email Service” window will display a progress bar as the installation proceeds.
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Remote Asset Management Software Crestron RoomView® 7.0 Enterprise
“Installing Asset Service” Window
6. The “Installation Complete” window will display. Click Close to exit.
“Installation Complete” Window
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Log Service Setup

The Log Service provides event logging from other services to the RoomView database and the Windows Event Log. The “Log Service Setup” wizard starts automatically upon completion of the “Email Service” wizard if the Log Service check box in the “Select Features” window is selected.
1. When the “Log Service Setup” wizard opens, click Next to start the installation.
“Log Service Setup” Wizard
2. The “Select Installation Folder” window allows you to choose the installation path via the Browse button if the default is not correct. On the bottom left of the window, click the Everyone or Just me radio buttons to specify who will have access to the RoomView Log Service.
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Remote Asset Management Software Crestron RoomView® 7.0 Enterprise
“Select Installation Folder” Window
NOTE: The Disk Cost button is provided as a way for you to determine the amount of available disk space on the local and networked drives where the Log Service can be installed.
3. Clicking the Disk Cost button opens the “Log Service Disk Space” window. Use it to determine the best target for your installation. Click Ok to close the window, browse to the desired drive and directory and then click Next to continue Log Service installation.
“Log Service Disk Space” Window
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4. The “Confirm Installation” window is displayed to inform you that the Log Service Installer wizard is ready to install the Log Service on your system. Clicking Next initiates the installation.
“Confirm Installation” Window
5. The “Installing Log Service” window will display a progress bar as the installation proceeds.
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“Installing Log Service” Window
6. The “Installation Complete” window will display. Click Close to exit.
“Installation Complete” Window
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Room Service Setup

The Room Service provides connectivity to all room control systems and sends status events to all listening clients. The “Room Service Setup” wizard starts automatically upon completion of the “Log Service” wizard if the Room Service check box in the “Select Features” window is selected.
1. When the “Room Service Setup” wizard opens, click Next to start the installation.
“Room Service Setup” Wizard
2. The “Select Installation Folder” window allows you to choose the installation path via the Browse button if the default is not correct. On the bottom left of the window, click the Everyone or Just me radio buttons to specify who will have access to the RoomView Room Service.
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