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SiteConfig
User Manual
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Grass Valley SiteConfig User Manual

SiteConfig
Systems Management Application
User Manual
Software Version 2.1
071-8693-03
October 2011
CERTIFICATE
The Quality System of:
Grass Valley USA, LLC and its Grass Valley Affiliates
Headquarters: 400 Providence Mine Road Nevada City, CA 95945 United States
15655 SW Greystone Ct. Beaverton, OR 97006 United States
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2300 So. Decker Lake Blvd. Salt Lake City, UT 84119 United States
Including its implementation, meets the requirements of the standard:
ISO 9001:2008
Scope: The design, manufacture and support of video and audio hardware and software products and related systems.
This Certificate is valid until: June 14, 2012 This Certificate is valid as of: December 23, 2010 Certified for the first time: June 14, 2000
H. Pierre Sallé President KEMA-Registered Quality
The method of operation for quality certification is defined in the KEMA General Terms And Conditions For Quality And Environmental Management Systems Certifications. Integral publication of this certificate is allowed.
KEMA-Registered Quality, Inc.
4377 County Line Road Chalfont, PA 18914 Ph: (215)997-4519 Fax: (215)997-3809
CRT 001 042108
ccredited By:
ANAB
A
SiteConfig
Systems Management Application
User Manual
Software Version 2.1
071-8693-03
October 2011
Contacting Grass Valley
International
Support Centers
Local Support
Centers
(available
during normal
business hours)
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24 x 7
Australia and New Zealand: +61 1300 721 495 Central/South America: +55 11 5509 3443
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Europe
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Copyright © Grass Valley USA, LLC. All rights reserved. This product may be covered by one or more U.S. and foreign patents.
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+1 800 547 8949 or +1 530 478 4148
Grass Valley Web Site
The www.grassvalley.com web site offers the following:
Online User Documentation — Current versions of product catalogs, brochures,
data sheets, ordering guides, planning guides, manuals, and release notes in .pdf format can be downloaded.
FAQ Database — Solutions to problems and troubleshooting efforts can be
found by searching our Frequently Asked Questions (FAQ) database.
Software Downloads — Download software updates, drivers, and patches.
4 SiteConfig — User Manual

Contents

Chapter 1: Getting started with SiteConfig...............................................................................9
About SiteConfig.....................................................................................................................................10
SiteConfig features.................................................................................................................................10
About installing SiteConfig......................................................................................................................10
System requirements for SiteConfig control point PC.............................................................................11
Installing/upgrading SiteConfig...............................................................................................................11
Install prerequisite files on the SiteConfig PC.........................................................................................13
Opening SiteConfig.................................................................................................................................13
SiteConfig main window.........................................................................................................................13
Icons in SiteConfig..................................................................................................................................14
Terminology used in SiteConfig..............................................................................................................16
Taskflow checklist for using SiteConfig...................................................................................................18
Chapter 2: Working with network configuration....................................................................21
Working with sites and groups................................................................................................................22
About sites..........................................................................................................................................22
About site hierarchy.............................................................................................................................22
Network configuration hierarchy .........................................................................................................24
About system descriptions..................................................................................................................25
About saving system descriptions.......................................................................................................25
Creating a new system description.....................................................................................................26
Location of SiteConfig files..................................................................................................................30
Importing a system description...........................................................................................................30
Importing a K2 System Configuration file............................................................................................30
About SiteConfig and K2Config settings.............................................................................................31
About Control Panel, SiteConfig, and K2Config settings....................................................................32
About the Control Panel Service host and applications......................................................................33
Exporting (Save As) a system description..........................................................................................34
Merging system descriptions...............................................................................................................35
About groups.......................................................................................................................................35
Adding a group....................................................................................................................................35
Removing items from the system description.....................................................................................36
Working with networks............................................................................................................................36
About networks...................................................................................................................................36
Creating or modifying a network.........................................................................................................37
About hosts files and SiteConfig.........................................................................................................39
Viewing the hosts file..........................................................................................................................40
Generating host tables using SiteConfig.............................................................................................41
Working with devices..............................................................................................................................42
About SiteConfig support on managed devices..................................................................................42
About device phases...........................................................................................................................42
Third party devices in SiteConfig........................................................................................................43
Discovering devices with SiteConfig...................................................................................................44
Assigning discovered devices.............................................................................................................45
Adding a discovered device to the system description........................................................................46
Assigning the control point PC............................................................................................................47
Adding a device...................................................................................................................................47
About device and host names.............................................................................................................48
Modifying a device name.....................................................................................................................49
Modifying a host name........................................................................................................................49
Making the host name the same as the device name.........................................................................49
11 October 2011 SiteConfig 2.1 User Manual 5
Contents
Pinging devices from the PC that hosts SiteConfig.............................................................................50
Identifying a device.............................................................................................................................50
Moving a device to a different group...................................................................................................50
About planned and current IP configuration........................................................................................51
Viewing device interfaces....................................................................................................................51
About IP configuration of network interfaces on devices.....................................................................52
Managing IP configuration on a newly discovered device...................................................................53
Managing IP configuration on a discovered device.............................................................................53
Modifying a managed network interface.............................................................................................54
Modifying an unassigned (unmanaged) interface...............................................................................58
About adding an interface...................................................................................................................59
Adding an interface.............................................................................................................................60
About locking a device or group..........................................................................................................61
Unlocking a device or group................................................................................................................62
Locking a device or group...................................................................................................................62
About credentials in SiteConfig...........................................................................................................63
Password changes and compatibility..................................................................................................63
Setting global credentials....................................................................................................................64
Setting credentials for a specific device..............................................................................................65
Changing passwords on Windows 7...................................................................................................65
Changing passwords on Windows XP.................................................................................................66
Accessing a device via Remote Desktop from SiteConfig..................................................................66
Power cycling a device........................................................................................................................67
Closing and restarting SiteConfig.......................................................................................................67
Chapter 3: Working with software deployment......................................................................69
Understanding software deployment concepts.......................................................................................70
About deployment groups...................................................................................................................70
About managed software and tasks....................................................................................................70
Requirements for software managed by SiteConfig............................................................................72
About managed and unmanaged software.........................................................................................72
About the package store.....................................................................................................................72
About roles..........................................................................................................................................72
About managing deployment tasks.....................................................................................................73
About software deployment tasks.......................................................................................................73
About the Discovery Agent..................................................................................................................74
About deployment options...................................................................................................................75
Workflow for software deployment......................................................................................................75
Working with devices and software deployment groups.........................................................................76
Configuring deployment groups..........................................................................................................76
About adding a software role to a device............................................................................................77
Adding a software role to a device......................................................................................................77
About removing a software role...........................................................................................................78
Removing a software role from a device.............................................................................................78
Checking all currently installed software on devices...........................................................................78
Comparing files for software deployment............................................................................................79
Working with managed software packages............................................................................................79
Adding a software package to a deployment group............................................................................79
Install prerequisite files on the SiteConfig PC.....................................................................................80
Creating managed packages from installed software.........................................................................80
Managing the package store...............................................................................................................80
Working with software deployment tasks................................................................................................81
Displaying software deployment tasks................................................................................................81
Configuring software deployment tasks..............................................................................................82
Setting deployment options.................................................................................................................82
Uninstalling software...........................................................................................................................84
Upgrading software.............................................................................................................................84
6 SiteConfig 2.1 User Manual 11 October 2011
Contents
Retrying a failed task...........................................................................................................................85
Reinstalling software...........................................................................................................................86
Upgrading the Discovery Agent...........................................................................................................86
Chapter 4: SiteConfig application setup.................................................................................89
Location of SiteConfig files.....................................................................................................................90
Setting the SiteConfig package store location........................................................................................90
About system description backups.........................................................................................................90
Backing up the system description.........................................................................................................91
Chapter 5: Troubleshooting.....................................................................................................93
Viewing logs............................................................................................................................................94
Viewing the application log..................................................................................................................94
Viewing the deployment log................................................................................................................94
Viewing failed install logs....................................................................................................................94
Troubleshooting device discovery...........................................................................................................94
If you are unable to discover a device.................................................................................................95
If you have previously discovered and configured a device................................................................95
Troubleshooting software deployment....................................................................................................95
If an executing deployment task fails...................................................................................................95
If a deployment task does not start.....................................................................................................95
Appendix A: Trademarks and Agreements.............................................................................97
Trademarks.............................................................................................................................................98
JPEG acknowledgment...........................................................................................................................98
11 October 2011 SiteConfig 2.1 User Manual 7
Contents
8 SiteConfig 2.1 User Manual 11 October 2011
Chapter 1

Getting started with SiteConfig

This section contains the following topics:
• About SiteConfig
• SiteConfig features
• About installing SiteConfig
• System requirements for SiteConfig control point PC
• Installing/upgrading SiteConfig
• Install prerequisite files on the SiteConfig PC
• Opening SiteConfig
• SiteConfig main window
• Icons in SiteConfig
• Terminology used in SiteConfig
• Taskflow checklist for using SiteConfig
11 October 2011 SiteConfig 2.1 User Manual 9
Getting started with SiteConfig

About SiteConfig

SiteConfig is Grass Valley's tool for network configuration and software deployment. SiteConfig is a ProductFrame application. ProductFrame is an integrated platform of tools and product distribution processes for system installation and configuration.
You can use SiteConfig as a stand-alone tool for planning and system design, even before you have any devices installed or cabled. You can define networks, IP addresses, hostnames, interfaces, and other network parameters. You can add devices, group devices, and modify device roles in the system.
As you install and commission systems, SiteConfig runs on a designated PC. It discovers devices, configures their network settings, and manages host files. SiteConfig also manages software installations and upgrades and provides a unified software package with compatible versions for deployment across multi-product systems.
You should use SiteConfig for network configuration and software deployment at installation and throughout the life of the system in your facility. This enforces consistent policy and allows SiteConfig to keep a record of changes, which makes the system easier to maintain and aids in troubleshooting should a problem arise.
SiteConfig displays information from a system description file, which is an XML file.

SiteConfig features

SiteConfig provides features for network configuration and software deployment.
Network Configuration
• Creating a description of a customer facility including the networks and devices that comprise the system
• Remote hostname and IP address configuration and validation
• Remote device discovery and identification
• Host file generation and distribution
• Remote Desktop access to devices from the SiteConfig UI
• Reboot or shutdown devices remotely
Software Deployment
• Software packaging to ensure compatibility
• Remote detection and verification of installed software
• Remote installation and uninstallation of software

About installing SiteConfig

SiteConfig uses a protocol that involves sending Ethernet broadcast messages to discover and configure devices. To enable this protocol to work correctly, there must be unrestricted network access between the PC that hosts SiteConfig and the devices to be discovered.
10 SiteConfig 2.1 User Manual 11 October 2011
Getting started with SiteConfig
This is achieved if control network interfaces are all connected to the same switch or to multiple switches interconnected with ISLs/trunks. If your site requires that other switches and/or routers be in the network path, you must make sure that no restrictions are in place that block SiteConfig protocols.
Also, do not install SiteConfig on a PC on which a drive from a managed device is mapped as an administrative share (C$). For example, if you have a PC set up to run anti-virus software and for this purpose you have network drives set up on the PC mapped to C$ shares on devices, then do not use that PC to host SiteConfig and manage those devices.
For a given system, there should be just one instance of SiteConfig managing the system.

System requirements for SiteConfig control point PC

The PC on which SiteConfig is installed must meet the following requirements:
CommentsRequirements
Operating system
Java JRE

Installing/upgrading SiteConfig

Prerequisites:
• The PC on which you are installing SiteConfg meets system requirements.
• The PC is connected to the LAN on which all the devices to be managed are connected.
• There are no routed paths to the devices to be managed.
Microsoft Windows (Must be a U.S. version): XP Professional Service Pack 2, Server 2003, or Vista Enterprise Service Pack 1.
Minimum 512 MB, 1 GB recommendedRAM
Must have at least 128 MB memoryGraphics acceleration
Pentium 4 or higher class, 2 GHz or greaterProcessor
400 MBHard disk space
Version 4.0Microsoft .NET Framework
1.3.1_12 and 1.4.2_05 or higher. Required for the HP Ethernet Switch configuration interface, which is used for K2 Storage Systems (shared storage).
Microsoft XML 4 Service Pack 2 is required.XML
1. Procure SiteConfig installation files from the Grass Valley website or via other distribution mechanisms.
The following directory and files are required to install SiteConfig:
• DotNetFx directory
• ProductFrameUISetup.msi
• setup.exe
11 October 2011 SiteConfig 2.1 User Manual 11
Getting started with SiteConfig
2. If you already have a version of SiteConfig installed, go to Windows Add/Remove Programs and uninstall it.
3. Double-click setup.exe.
The installation wizard opens.
4. Work through the wizard pages, clicking Next and Finish.
If the PC does not have the appropriate version of Microsoft .NET, the SiteConfig installation programs installs it.
5. Open the Windows operating system Services control panel on the PC and look for an entry called " ProductFrame Discovery Agent".
The Discovery Agent must be installed on the SiteConfig PC so that the PC can be discovered by SiteConfig and added to the system description as a managed device. This is necessary to ensure name resolution in SiteConfig's hosts file.
The Discovery Agent is also known as the Network Configuration Connect Kit. For example, in Windows Add/Remove Programs, it can be displayed as either Network Configuration Connect Kit or SiteConfig Discovery Agent.
6. Proceed as follows:
• If the Discovery Agent is not installed, navigate to the SiteConfig install location's Discovery
Agent Setup subdirectory and double-click the DiscoveryAgentServiceSetup.msi file. This launches the setup program and installs the Discovery Agent. Follow the setup wizard to complete installation. A restart is required after installation. Then continue with the next step in this procedure.
• If the Discovery Agent is already installed, continue with the next step in this procedure.
12 SiteConfig 2.1 User Manual 11 October 2011
7. If not already configured, configure the SiteConfig PC with a valid Ethernet IP address for the LAN using Windows Network Connections.
8. If you are not going to be using SiteConfig to manage system hosts files, put the system hosts file on the SiteConfig PC.
Related Links
About installing SiteConfig on page 10

Install prerequisite files on the SiteConfig PC

Some software components share common prerequisite software. You must install a prerequisite software package on the SiteConfig PC to make the prerequisite software available for software deployment to devices.
1. Check release notes for the required version of prerequisite files, if any.
2. On the SiteConfig PC, open Windows Add/Remove programs and look for Grass Valley
Prerequisite Files, then proceed as follows:
• If the required version of prerequisite files is installed, do not proceed with this task.
• If prerequisite files are not installed or are not at the required version, proceed with this task.
Getting started with SiteConfig
3. Procure the required prerequisite software installation file. The file name is Prerequisite
Files.msi.
4. On the SiteConfig PC, run the installation file. The installation program copies prerequisite files to C:\Program Files\Grass Valley\Prerequisite Files.

Opening SiteConfig

1. Use the SiteConfig shortcut on the Windows desktop or in the Start menu to open SiteConfig.
2. SiteConfig opens as follows:
• If you have previously opened SiteConfig, the SiteConfig main window opens with the most
recently used system description loaded.
• If you have not previously used SiteConfig or if SiteConfig does not have access to a system
description file, you are prompted to create a new system description or to import an existing system description.
3. Respond as appropriate.

SiteConfig main window

The SiteConfig main window is as follows:
11 October 2011 SiteConfig 2.1 User Manual 13
Getting started with SiteConfig
The left side of the screen shows the tree view of the currently loaded system description. The Network Configuration and Software Deployment buttons at the bottom of the tree view activate either the network configuration workspace or the software deployment workspace.
The network configuration workspace on the left has two tabs: a Devices tab to display the tree of devices in the system and a Networks tab to show the hierarchy of networks defined in the system.
The software deployment workspace also has two tabs: a Devices tab that displays the same tree view of devices but provides information about the software roles assigned to the devices and the software currently installed on devices. The Deployment Groups tab provides the interface to manage software deployment tasks.
Select an item in the tree and the view on the right side of the screen shows details about the item selected. Select a site or group to show information about all the items that fall under the selected item.
Right-click an item to access a context menu of operations.
Icon overlays on items and tooltips provide status and warning feedback.

Icons in SiteConfig

SiteConfig object icons
The following icons identify a graphical user interface object.
14 SiteConfig 2.1 User Manual 11 October 2011
Getting started with SiteConfig
MeaningIcon
Site. A site is a container for networks and groups of devices and may also contain sub sites
System. A system is also a site but it is the top most site in the hierarchy
Group. An arbitrary collection of devices
Default device icon. Represents a single device. Icons for specific device types look different
Unknown device. If there is no specific icon provided for a particular device type, this icon is displayed by default
Software package. Represents a cab file that contains software installer files
Role. A single software component representing a piece of functionality
Managed Network Interface. The green tinge represents a "managed" network interface that SiteConfig can manage IP assignments
Unmanaged Network Interface. Represents a NIC whose IP assignments are not currently being managed by SiteConfig either due to lack of connectivity OR that IP assignments are managed by an external entity such as DHCP
Icon overlay indicators
Configuration and connection status is indicated by overlay graphics on object icons. Unless specified otherwise, the indicators appear in the Network Configuration | Devices view, as follows:
MeaningOverlay descriptionOverlay graphic
Green star
Connected, configured, and communicating correctly in SiteConfig.
Yellow star
Discovered and assigned, but SiteConfig is unable to establish direct IP communication yet is able to detect it via the NetConfig protocol
Red circle with white bar
User attention required. Hover over the icon to view a tooltip with more information
Yellow warning triangle
Warning. Hover over icon to see tooltip information about the warning. In the Network Configuration view, the warning could be restart required or awaiting restart. In the Software Deployment view, the warning could be deployment tasks pending, restart required, or awaiting restart.
Gray lock
Locked. Network configuration and deployment tasks are disabled unless you unlock the item. You must provide administrator credentials to unlock.
11 October 2011 SiteConfig 2.1 User Manual 15
Getting started with SiteConfig
MeaningOverlay descriptionOverlay graphic
Red lock

Terminology used in SiteConfig

System Description
The system description is an XML file that describes a complete system. Almost all of the information displayed in SiteConfig is saved to the system description file. The file has a .scsd extension.
Site
A site is a logical collection of groups of devices and the networks to which those devices connect. A K2 SAN is an example of a site.
Group
A group is an arbitrary collection of devices that can be defined in SiteConfig to categorize sets of devices. For example, a group called "Infrastructure" can be created to contain devices like Ethernet switches, Fibre Channels switches, and Control Point PCs.
Managed Networks
Unlocked. Network configuration and deployment tasks are fully enabled
Managed IP Networks are Networks on which the allocation of IP Addresses is managed by the SiteConfig application. The term "managed" is also applied to network interfaces on devices to imply that their IP addresses can be managed by the SiteConfig application. Prior to a device being discovered, all network interfaces on a device are unmanaged. When discovered, any interface that is used to connect to a managed network can be configured and set on the device via SiteConfig.
Unmanaged Networks
Unmanaged Networks are Networks on which allocation of IP Addresses is externally managed by DNS\host files or DHCP. The term "unmanaged" is also applied to network interfaces on devices to imply that their IP addresses are not managed by the SiteConfig application. All network interfaces prior to discovery of devices are unmanaged.
NetConfig protocol
The NetConfig protocol is an Ethernet based protocol that is used by SiteConfig to discover devices on the network via broadcasts. The protocol is also used to configure networking properties like hostnames and IP addresses on individual devices.
Discovery Agent
The Discovery Agent is a Windows service that must be installed on all managed devices to allow for discovery and configuration by SiteConfig. The service is listed in Windows as the "ProductFrame Discovery Agent". The Discovery Agent is installed by the SiteConfig Network Configuration Connect Kit.
16 SiteConfig 2.1 User Manual 11 October 2011
Getting started with SiteConfig
Software package
A managed software package is a collection of software installation files. The collection can include software for multiple devices and products. The software package is distributed as a *.cab file. SiteConfig requires that a valid software package be available in its software package store in order to deploy software.
Package store
A single instance of SiteConfig as it runs on a control point PC has a single package store. You must specify the location of the package store as a directory on a local or network connected drive. A software package must be in the package store in order to be available to SiteConfig software deployment features.
Deployment group
A deployment group is a group of devices to which SiteConfig can deploy software. You group the devices together based on your software deployment tasks. For example, devices that all get the same software can be combined in a deployment group. You define software deployment groups in the SiteConfig Software Deployment | Deployment Groups tree view.
Credentials
Administrator credentials are required in order to install software on a device. SiteConfig remembers a username and password and passes those credentials to the device in order to get permission to install software. If all your devices have the same administrator username and password, you can enter them in SiteConfig as global credentials and then SiteConfig uses those credentials to install software on all devices. If some devices have a different username and password than those used for global credentials, you can specify in SiteConfig the credentials for individual devices. SiteConfig then uses those credentials to install software on the individual device, rather than using the global credentials.
Roles
A role is a grouping of software functionality. A device can have one or more software roles. A software role is typically provided by one or more programs or services running on the device. For some products, a single device-type can be configured to have several different combinations of software roles, depending on the functionality that device provides to the system or systems to which it belongs.
Depending on a device’s family, type, and configuration, SiteConfig automatically assigns the appropriate software roles to a device when the device is added to the system description. You can also manually modify a device’s software roles.
SiteConfig knows what software should be installed for each software role, and deploys the software from a software package accordingly.
Deployment Tasks
A deployment task is a mapping between a particular software package that is part of a deployment group and a device that is part of the same deployment group.
Managed Package and Managed Software
A managed package, or managed software, consists of software that can be installed and/or uninstalled and/or reinstalled by SiteConfig.
11 October 2011 SiteConfig 2.1 User Manual 17
Getting started with SiteConfig

Taskflow checklist for using SiteConfig

Use the following sequence of tasks as a guideline as you install, configure, and manage your system with SiteConfig. This checklist outlines a typical commissioning workflow for a new system.
Create a new system description
CommentTask
Create a hierarchy of sites adding networks, groups and device placeholders
Set the properties of each network specified for the system
Modify or add device placeholders, edit each network interface and specify the IP address to use
Discover devices
Match each discovered device to an existing placeholder or create a new device from the discovered device
For each device, edit each network interface specifying the necessary network information required and apply to the device
Add your Control Point PC to the system description
Deploy hosts files
Use the site wizard to add sites based on models or import a system description (
.scsd) file
Specify IP address ranges and other network details for managed and unmanaged networks
If you discover a device for which you do not yet have a placeholder device prepared, you can add the device directly to the appropriate site\group without a placeholder.
Set the control interface IP address first, then the others
Repeat steps for all devicesSet the hostname of the device
Make sure you have completed network configuration of all network interfaces across all devices before deploying the host file to ensure completeness and validity. Deploy to the control point PC as well as to managed devices.
Create a deployment group
Perform a software check on every device in the deployment group
Add one or more software packages
Run deployment tasks on devices
You must control which deployment tasks run on what devices and in what order. For example, on a K2 SAN you must deploy to servers first, then clients. If your system requires a specific sequence of software deployment and restarts, you must manage the sequence yourself. SiteConfig does not enforce this type of deployment sequence.
18 SiteConfig 2.1 User Manual 11 October 2011
If you have one or more K2 SAN sites defined, import the system description file into the K2 System Configuration application and configure every device.
Getting started with SiteConfig
CommentTask
11 October 2011 SiteConfig 2.1 User Manual 19
Chapter 2

Working with network configuration

This section contains the following topics:
• Working with sites and groups
• Working with networks
• Working with devices
11 October 2011 SiteConfig 2.1 User Manual 21
Working with network configuration

Working with sites and groups

About sites

Sites are containers for networks and groups of devices and may also contain subsites. When you start with a new system description, you add one or more sites in the tree view under the System node. SiteConfig provides you with a wizard to help create a site based on a model.
A site model is a template to enable simplified creation of sites. Each model specifies a set of networks that devices under that site connect to, for example, a control network, a streaming network, a storage network. The model also specifies a set of device models that typically comprise such a site, including attributes like the specific number of devices of a particular model.
You can choose to start with a site model and then add more sites to the system as appropriate. You can also choose to create a site which is entirely custom; where you specify networks, groups, devices without starting with predefined models.
When you create multiple sites, their placement in the tree view tells SiteConfig how the devices under them connect together.
Related Links
Network configuration hierarchy on page 24

About site hierarchy

Sites are containers for networks and groups of devices and may also contain sub sites. When you build a tree view of sites and subsites, it is important to understand that you are also defining a hierarchy of networks.
When you add a network to a particular site, it means that every item that you add under that site is connected to the network(s) defined at that site and its parent site(s). However, if you have peer sites in the tree (at the same level) and they each define one or more networks, SiteConfig does not allow the devices in one peer site to connect to a network in another peer site. SiteConfig interprets any device you add to a peer site as not being connected to the networks defined at another peer site. The exception to this are networks defined at a mutual parent site(s). If peer sites have a mutual parent site, the devices in any peer site can connect to the network in the mutual parent site. This is illustrated in the following examples:
The SiteConfig tree view of sites and devices under the System node (which is also a site) appears as follows:
22 SiteConfig 2.1 User Manual 11 October 2011
Working with network configuration
The SiteConfig tree view of some networks defined at different sites within the tree view appears as follows:
The interpretation of this hierarchy is as follows:
• All devices that are under SITEA or SITEB connect to the networks defined at those sites (NetworkA and NetworkB respectively) and to the network "NetworkRoot" defined at their parent - System.
• All devices under SITEC connect to NetworkC and NetworkRoot only - not to networks defined under SITEA or SITEB.
• When you edit the network interface IP addresses on devices, the network options presented will be limited to the networks that are "in scope".
When creating sites and networks, consider the following:
• Put your control network in the top level site since there is likely just one control network for the entire system. Then when you add child sites, only add other networks that are intended for devices within that site. An example of this is a storage networking network for a K2 SAN.
• Create peer sites to isolate networks from one another. For example, on mirrored storage SANs the storage networking networks are typically isolated.
Related Links
Network configuration hierarchy on page 24
11 October 2011 SiteConfig 2.1 User Manual 23
Working with network configuration
Rules for networks on page 37

Network configuration hierarchy

The following table describes the various items that can be defined in the SiteConfig tree view and what each can contain
Is contained byContainsDescriptionHierarchy
System
Site
Group
Device
The top level container. The name is free form.
An association of networks and devices. Typically used for major sub-systems, such as the K2 SAN. Can be free form, but predefined models are provided.
A category of devices. Can be free form or can have specific properties and constraints relative to functionality in the site or system. A site must have at least one group in which to contain devices.
A physical device, predefined by Family, Type, and Configuration.
NoneSites: multiple, free
form
System, SiteSites: multiple, free form. Nesting is constrained; Groups: multiple, free form
SiteDevices: multiple, free form
GroupSub-device: multiple, predefined; Interfaces: multiple, predefined
Sub-device
DeviceNoneA physical component
or group of components that reside in a device, such as a LUN or RANK in a RAID device, predefined by Family, Type, and Configuration
Interface
DeviceNoneA physical connection
point, usually a network adapter, predefined by Type.
Related Links
About sites on page 22
24 SiteConfig 2.1 User Manual 11 October 2011
About site hierarchy on page 22

About system descriptions

You have several options for starting and developing a SiteConfig system description, as follows:
Start with an existing system description
You can obtain a system description for a system similar to the one you are installing. Some system descriptions are provided with SiteConfig as templates for specific system types. You can import the system description into SiteConfig, and then modify it until it matches your specific system. You can define the entire system including defining sites, groups, networks, devices and even the planned IP assignments before you arrive at the installation site.
You can save your work as a system description file (.scsd) file and when onsite at the installation site, you can import the file into SiteConfig as your starting point.
Once you import the system description you can make changes as appropriate and proceed to discover the connected physical devices.
Working with network configuration
About the mirrored SAN system description template
Mirrored K2 SANs introduce an additional level to the network hierarchy in the SiteConfig system description. Because of the rules for networks, the placement of networks in a mirrored SAN system is critical for device connectivity. Therefore it is recommended that you start by importing a SiteConfig system description template designed specifically for a mirrored K2 SAN system to achieve the required network hierarchy.
The mirrored SAN system description template provides a Site node for the X SAN and a Site node for the Y SAN. The K2 clients (K2 Media Clients and/or K2 Summit Production Clients) and K2 Media Servers for each SAN must be under their Site node. For your existing mirrored SANs, you add groups and devices to the appropriate Site node. As you modify the system description template to match your specific K2 SAN mirrored system, do not change the position of the SAN Site nodes or the networks in the tree view hierarchy.
Start with a new system description
You can create new system description using SiteConfig on your PC before you arrive at the installation site, or as part of the commissioning process at the installation site.
Typically, if you are starting with a new system description, you use the site wizard to add one or more sites based on appropriate site models, define networks and their IP ranges, and add device placeholders. Then you discover devices and perform appropriate network configuration, followed by software deployment.

About saving system descriptions

When you make a change to a system description, SiteConfig saves the change within three seconds and updates the system description file. There is no need to save changes when you close a system description or to manually save changes while you are working on a system description.
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Creating a new system description

1. Open SiteConfig and proceed as follows:
• If a dialog box opens that gives you the choice of creating or importing a system description, it means SiteConfig does not have access to a system description file. Click Create.
• If the SiteConfig main window opens, click File | New.
The Create New System Description dialog box opens.
2. In the Create New System Description dialog box, enter the name of the file for the system description you are creating.
It is recommended that you store the system description file in the default location, rather than browsing to store the file in a different location. SiteConfig always accesses the default location.
3. Click OK.
A blank system description loads, which displays just the top-level System node in the tree view.
4. In the Network Configuration | Devices tree view, right-click the System node or a Site node and select Add Site.
In this context, "Site" is a distinct system, such as a K2 SAN or an Aurora Browse system.
The New Site Wizard opens.
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5. Enter a name for the site you are creating, considering the following:
• Keep the site name short, as it becomes the root identifier that is the default prefix for device
and network names.
• Sites in the tree view are automatically sorted alphabetically.
6. Select a model on which to base your site.
7. Click Next.
The Networks page opens.
The Networks page displays a list of networks that are defined for the selected site model. Each of these networks is based on a network model that defines the type, usage and redundancy of the network. When the New Site Wizard creates a network, it is based on this model.
8. If a network is not necessary for the site you are creating, select the network and click Remove.
Since child sites inherit the networks defined at their parent(s), if the site you are creating has a parent site that already contains one of the displayed networks, then it is not necessary to include that network here.
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9. Click Next.
The second Networks page opens.
The second Networks page shows the network models you chose to be created for this site.
10. Select each network and specify the base IP address, subnet mask and number of addresses for the IP address range for the network.
You can assign an IP address from this network for any device you add to this site.
When you complete the wizard, SiteConfig creates new networks based on the values you specify here.
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11. Click Next.
The Devices page opens.
Working with network configuration
The Devices page shows you the device models that typically comprise a site based on the model you chose in the first page of the New Site Wizard. The New Site Wizard creates these devices as part of the site. You can then modify, remove, or you add devices, including device models that are not shown on this page.
12. You can select a device model and do one or more of the following:
• Specify the number of devices of that model for the site. If the control is disabled, it means
that the number of devices is constrained by the site model. For example, a site model might be constrained to have one Ethernet switch only.
• Specify the starting IP address of a set of devices of that model. SiteConfig automatically
assigns IP addresses from this range. If you require a different sequence of IP addresses, you can modify them on each device after the New Site Wizard completes.
13. Click Next.
The "...Site will be created..." page opens.
This is the last page and summarizes what the New Site Wizard adds to the tree view.
14. Click Finish to create the site.
The site is displayed in SiteConfig in the tree view with groups and device placeholders displayed under the site node. New networks are displayed in the tree view of networks in the Networks tab.
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Location of SiteConfig files

SiteConfig uses the user profile directory, as currently configured in the Windows operating system, to store and access files. The user profile directory can be different on different control point PCs, depending on the Windows operating system installation. In the user profile directory you can find the Application Data\GrassValley directory, which is where SiteConfig stores its files. The complete path for a typical control point PC is as follows:
C:\Documents and Settings\All Users\Application Data\GrassValley
In this directory you can find system descriptions files, which have the scsd extension. You can also find other SiteConfig directories and files.

Importing a system description

Prerequisites for this task are as follows:
• The SiteConfig PC has access to the system description file you are importing.
1. Open SiteConfig and proceed as follows:
• If a dialog box opens that gives you the choice of creating or importing a system description,
it means SiteConfig does not have access to a system description file. Click Import.
• If the SiteConfig main window opens, click File | Import.
The Import System Description dialog box opens.
2. Browse to and select a system description file (*.scsd) and click Open.
The current system description is closed and the system description you are importing is displayed in SiteConfig.

Importing a K2 System Configuration file

If you are using SiteConfig for the first time at a system that has already been commissioned and if the system has a K2 SAN, you can import the K2 System Configuration application's XML file into your system description.
1. Open SiteConfig and proceed as follows:
• Click the File | Import menu item.
The Import System Description dialog box opens.
2. From the Files of type drop-down list select K2 SAN Config (.xml), browse to the location of the XML file, select the file, and click Open.
SiteConfig creates new sites in the system description representing each K2 SAN it finds in the XML file. SiteConfig adds placeholder devices for each device in the K2 SAN. SiteConfig might popup windows asking you to resolve devices to equivalent device models in SiteConfig. Choose the appropriate device model.
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