Interalia iMCM User Manual

Download

Interalia Multi-Site

Content

Manager

(iMCM)

User

Guide

Copyrights

This manual and the software accompanying it

are

copyrighted ©

2011

by Interalia Inc.

Interalia Multi-Site Content Manager iMCM UserGu

ide

18450

E8.5

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rights reserved. No part of this book, including interior

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cover design, and icons, may be

reproducedortransmittedinan

form, by any means (electronic, photocopying, recording,or

otherwise) without the prior written permission of Interalia Inc.

Interalia Inc

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N.E.,

Suite

N275,

Calgary,

Alberta, Canada

T2E

7H7

Phone: (800)

661-9406

or (403)

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Fax:

(403)

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preparing this book as accurately and completely aspossible,

however we do not make any guarantees or warranties

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itsconten

Trademarks

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trademark

of Interalia Inc

iMCM

is a registered

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of Interalia Inc

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throughout

this

book

are used in an editorial fashion only, and for the benefit ofsu

companies. No such use, or the use of any trade name, is intendedto

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book

iMCM User Guide rev.01 i

Note

For

the latest

revision

of this guide

pleasegot

http://

www

.int

eralia.com/Suppo rt/M

anuals

.php

Table

of Contents

Chapter 1: Introd uction

The Intera lia

Multi-Site ContentManager......... ...... ......... .... ...... ... ...... .... ...... ... .......... ......... ... ....... ...... ...... .... ...... ... ...... ..

iProMOHs

....... ...... .... ... ......... ... .... ... ... ...... .... ...... ... .......... ......... ... ....... ...... ...... ... .... ... ......... ........ ........ ... ....... ...... ...... .... ...... ......... ..

The iMCM

Serv er... ............ ....... ... ... ...... .... ...... ... .......... ......... ... ....... ............ ... .... ... ......... ... .... ... ... ......... .... ... ... ...... .... ...... ... ...... ..

Work

flow

..... ............. ......... .......... ... ... ...... .... ...... ... .......... ......... ... ....... ...... ...... ... .... ... ......... ... .... ... ... ......... .... ... ... .......... ...... ... ........

Chapter 2: Installing, Configuring,

and

Using

the

Server

Manager

Obtaining theSoftware

..... .... ... ... ...... .... ... ... ... .......... ......... ... ....... ............ ....... ... ... ... .......... ...... ... .......... ......... ... .... ... ............ ..

Installing the

Software

....... .... ... ... ... ... .... ...... ... ... ....... ............ ....... ... ... ......... .... ... ... ......... .... ... ... ......... .... ......... ... .... ... ...... ...... ..

Launching

the

Serv er

Manager

...... .... ... ... ......... .... ... ... ... ...... .... ...... ... .......... ......... ...... .... ... ......... ... .... ...... ... ....... ......... ... ..

StartingtheServ

ices..... ...... .... ...... ... ....... ............ ... .... ... ... ......... .... ... ... ......... .... ... ... ...... ... ............. ... ....... ... ......... .... ...... ... .....

Configuring Networking

Settings

..... ............ ....... ............ ... .......... ... ...... .... ...... ... .......... ......... ... ....... ... ... .......... ...... ... .....

Understanding

IP Addr esses

....... ...... ... .......... ......... ...... .... ... ......... ... .... ...... ... ...... .... ...... ... ... ..... .. ...... ... ....... ... ......... ..

Checking

the

DeviceSe

rver

....... ... ....... ............ ... .... ... ... ......... .... ... ... ......... .... ... ......... ... .... ...... ... ... ... .... ...... ... ...... .. ..... ... .....

Configuring

Email Settings

........ ...... .... ... ... ... .......... ......... ... .......... ......... ....... ... ... ... .......... ......... .......... ......... ... .... ... ...... ... ..

Viewing Information About

TheiMCM

..... .......... ......... .......... ............... .... ... ... ......... .... ... ... ... ...... .... ......... ... .... ...... ... .....

Further

Information

...... ...... .... ......... ....... ... ... ... .......... ......... ... ....... ............ ....... ... ... ... ......... .... ... ... ... ....... ... ...... ... .... ...... ... .....

Chapter 3: Introduction

to the

Configuration

Server

Launching

the ConfigurationSe

rver...... ......... .... ......... .......... ............... .... ...... ... ...... .... ...... ... .......... ......... ... .... ... ... ........

Success

Checkpoint

........ ......... ... .... ... ... ... ... ... .... ... ......... ... .... ...... ... ...... .... ...... ... .......... ...... .. ........... ... ......... .... ...... ... .....

The TabBar....... ....... ...... ... ...... .... ...... ... ....... ... ... ......... .... ...... ... ...... .... ...... ... ...... .... ...... ... .......... ......... ... ....... ...... ...... .... ...... ... .....

Using

the Configuration Tab

....... ....... ... ...... ... ... .... ... ......... ... .... ... ......... ... .... ... ......... ... .... ... ... ............. ......... ... .... ... ...........

Refresh

Button

...... ......... .... ...... .......... ......... .......... ......... ... ....... ... ...... ...... .... ... ... ...... ... .... ... ... ...... ... .... ... ... .......... ... ......... ..

EditButton

....... ...... ... ...... .... ...... ... ....... ... ...... ... ....... ............ ... .... ... ...... ... ....... ... ...... ... ....... ... ......... ....... ... ...... ... .... ......... .....

Toolbar

....... ....... ... ...... ... ... .... ... ......... .... ...... ... ...... .... ...... ... ... ....... ......... ... ....... ......... ... ....... ............ ... .... ... ... ... ... .... ......... .....

View Filters

....... ......... .......... ......... ... .... ... ... ......... .... ...... ... ... ....... ......... ... ....... ......... ... ....... ............ ... .... ... ... ... ... .... ...... ... .....

Creating New Folders

..... ............ .... ...... ...... ....... ......... ... ... .... ... ...... ... ....... ... ...... ... ....... ... ...... ... ... .......... ...... .... ... ......... ..

Inheritance

...... ...... ... .... ... ... .......... ......... .......... ......... ... ....... ... ...... ... ....... ......... ... ....... ......... ... ....... ............ .... ...... ... .....

Cutting,

Copying,Pa

sting,

and DeletingItems...... .... ... ... ......... .... ... ... ............. ......... ... ....... ... ...... ... .... ... ...... ... ..

Searching

..... .... ... ... ......... .... ...... ... ....... ... ...... ... ....... ............ ... .... ... ... ... ... ... .... ... ...... ... ... .... ... ......... ....... ... ...... ... .... ... ... ... .....

MoreInformation

..... ...... ... ....... ... ......... .... ... ... ...... ... .... ... ... ... ...... .... ... ... ... ...... .... ...... ... .......... ......... ... ....... ... ......... .... ...... ... .....

Chapter 4: Setting

upiProMOHs

Setting Up an

iProM OH

Through the

Web Interface

....... ......... .......... ......... ... ....... ... ...... ... ....... ... ...... ... .... ... ......... ..

Success

Checkpoint

........ ......... ... .... ... ... ... ... ... .... ... ......... ... .... ...... ... ...... .... ...... ... .......... ...... .. ........... ... ......... .... ...... ... .....

Troublesh

ooting

..... ...... .... ...... ... ....... ... ...... ... ....... ... ...... ... ... .... ... ...... ... ....... ... ...... ... ....... ... ...... ... ....... ... ...... ... .... ... ... ...... ..

Success

Checkpoint

........ ......... ... .... ... ... ... ... ... .... ... ......... ... .... ...... ... ...... .... ...... ... .......... ...... .. ........... ... ......... .... ...... ... .....

iPro MO H Led

Statu s ... ... ... ... .... ... ......... .... ...... ...... ....... ...... ... ... ... .... ... ................ ... ...... ...... .... ...... ...... ....... ......... ....... ......... ... ..

41 The

Step..... .... ... ... ... ... ... .... ... ......... .... ... ... ......... .... ...... ... ...... .... ...... ... ...... .... ...... ... .......... ......... ... ....... ...... .......... ...... ... .....

Chapter 5: Configuring

iProMOHs

Configuring Information AboutiP

roMOHs

....... ...... ......... .... ...... ... ...... .... ...... ... .......... ......... ... ....... ................ ......... .....

Success

Checkpoint

...... .......... ......... ....... ... ... ... .......... ... ......... ... .... ... ......... ... .... ... ......... ... .... ... ...... ...... .... ...... ... ... .... ... ...... ... ..

Chapter 6: Adding Music

and

Message

Files

Uploading Audio via the

ServerManager

..... .... ... ... ...... ... .... ... ... ...... ... .... ... ......... ... .... ... ... ......... .... ... ... .......... ...... ... .....

Uploading Audio via the ConfigurationServer

..... ......... .... ...... ... ...... .... ...... ... .......... ......... ... ....... ...... ...... .... ... ... ... .....

Chapter 7: Creating Schedules

and

Viewing

Reports

About

Sc hedules... ............ ....... ... ......... .... ... ......... ... .... ...... ... ... ....... ...... ... ...... .... ...... ... ........ ........ ......... .... ...... ... ....... ... ...... ... ..

Override Priorities

..... ....... ... ......... .... ...... ...... ....... ... ... ......... .... ...... ...... ....... ......... ... ....... ............ ... .... ... ... .......... ......... ... ..

Common

U se Ca ses ...... ... ....... ... ......... .... ... ... ...... ... .... ... ... ... ...... .... ... ... ... ...... .... ...... ... .......... ......... ... ... ....... ... ... ....... ...... ... .....

CreatingANew MessageSche

dule..... ...... ... ....... ... ......... ... .... ...... ......... .... ... ... ...... ... .... ......... ... ....... ...... ...... .... ...... ........

CreatingANew

Priority

MessageSchedule..... ...... ... ...... .... ...... ......... .... ... ... ......... .... ...... ... ...... .... ....... ..... .... ... ......... ..

CreatingANew Music

Sc hedule

........ ......... ...... .... ... ......... ... .... ... ... ...... ... .... ... ......... ... .... ... ...... .......... ......... ....... ... ...........

CreatingANew External MusicInSchedule

..... ............ ....... ... ............ .... ... ... ......... .... ...... ... ...... .... ...... ... ....... ...... ... .....

Viewing Reports

... ............ ... .... ... ... ...... .... ...... ... .......... ......... ... .......... ... ...... ... .... ... ......... ... .... ... ............ .... ...... ... ....... ... ...... ... ..

Quick Start S et-up Exam ple

....... ... ....... ............ ... .... ... ... ......... .... ... ... ......... .... ... ......... ... .... ...... ...... ....... ... ......... ... .... ...........

Other

Exam ples

..... ... ... ......... .... ... ... ...... .... ...... ... .......... ......... ... ....... ...... ......... .... ... ... ...... ... .... ...... ... .......... ......... ... .... ... ...........

CreatingAStore

Folder

....... .......... ......... .......... ............ ... .... ... ... ............. ......... .......... ............ ....... ...... ...... ... .... ... ... ... ..

Adding Audio

To The Store Folder

..... ...... .... ...... ... .......... ............ ....... ... ...... ... ....... ... ......... ... .... ... ... ...... .... ............ ..

Creating a Regular Message Schedule

........ ... ......... ....... ...... ......... .... ...... ... ... ....... ............ ....... ... ...... ... .... ...... ... .....

Creating a Regular Music

Schedule

...... ....... ... ... ... ... ....... ............ ... .... ... ... ... ... ... .... ... ......... ... .... ...... ... ....... ......... ... ..

CreatinganExter nal MusicInSchedule

..... ...... ... ... ....... ............ ... .... ... ... ... ... ... .... ... ......... ... .... ...... ... ....... ......... ... ..

Creating a

Priority

Message Schedule

........ ......... ... ....... ... ...... ... ....... ......... ... ....... ............ ... .... ... ...... ... .... ... ... ...... ..

Viewing theSchedule..... ...... ... ... .... ... ...... ... ... .... ... ......... ... .... ... ... ...... ... .... ... ...... ... ....... ... ......... ... .... ... ... ...... .... ...... ... .....

Adding

a Su b-Folder For a

Different Location

..... ....... ... ......... ....... ... ... ... ...... .... ...... ... .......... ... ......... .... ... ......... ..

Adding

a Locatio n-Specific Regular Message Schedule

..... ... .... ... ... ...... ... .... ... ... ......... .... ...... ...... .... ... ......... ..

Adding

a Locatio n-Specific

Priority

Message Schedule

............. ......... .......... ......... ... ....... ... ......... .... ... ... ...... ..

Viewing the

Location-Specific Schedule

.... ... ................ ... ...... ... ....... ... ... ......... .... ...... ... ...... .... ...... ...... .... ...... ... .....

Creating a New Supercede Schedule

...... .... ............ ... .... ... ... ......... .... ... ......... ... .... ...... ... .......... ... ......... .... ...... ... .....

Viewing theSchedule..... ...... ... ... .... ... ...... ... ... .... ... ......... ... .... ... ... ...... ... .... ... ...... ... ....... ... ......... ... .... ... ... ...... .... ...... ... .....

Success

Checkpoint

...... .......... ......... ....... ... ... ... .......... ......... ... .......... ......... ....... ... ... ... .......... ...... ......... .... ...... ... ....... ... ...... ... ..

InterleavedSche

dules

..... ....... ... ......... .... ... ... ...... ... .... ......... ... ....... ...... ... ...... .... ...... ... .......... ...... ... .......... ......... ... .... ... ... ...... ..

Chapter 8: Contacts

andNotifications

Configuring Notification

Settings

..... ...... ... ... ....... ............ ....... ...... ... ... ... .... ...... ... ... ....... ............ ....... ... ... .......... ...... ... .....

Creating

ContactsLists

...... .... ... ... ...... .... ... ... ... .......... ......... ... ....... ...... ... ...... .... ...... ... .......... ...... ... .......... ......... ... .... ... ... ...... ..

Creating

Notifications..... ....... ... ......... .... ... ... ...... ... .... ......... ... ....... ...... ... ...... .... ...... ... .......... ......... ... ....... ... ...... ... .... ... ...... .....

Chapter 9: Administration

and

User

Accounts

Using

the Administration

Tab

...... ... .... ... ... ...... ... .... ... ... ...... ... .... ......... ... ....... ............ ... .... ... ... ...... ... .... ... ... .......... ...... ... .....

User Levels

....... ...... ......... .... ...... ... ....... ... ...... ... ....... ............ ... .... ... ...... ... ....... ... ...... ... ....... ... ......... ....... ... ...... ... .... ......... .....

Chapter 10: Archiving

andLogging

Archiving

..... ......... .... ...... ... ...... .... ...... ...... .... ... ... ... .......... ......... ... ....... ...... ...... ... .... ... ......... ... .... ... ... ...... ... .... ...... .......... ...... ... .....

Creating Archives

Manually

.. ....... ... ... ... .......... ...... ... .......... ... ......... ....... ... ... ... ...... .... ...... ... .......... ... ......... .... ...... ... .....

Re storing

Archives

....... .... ...... ... ....... ... ...... ... ....... ............ ... .... ... ... ... ... ... .... ... ...... ... ....... ... ......... ....... ... ......... .... ...... ...... ..

Deleting

Archives

...... ... .... ... ... .......... ......... .......... ......... ... ....... ... ...... ... ....... ......... .......... ......... ... ....... ...... .......... ......... .....

Configuring Logging

Settings

..... ....... ... ......... ....... ...... ... ...... .... ...... ... ... ....... ...... ... .......... ......... .. ........ ......... ... .... ... ...... .....

iMCM User Guide rev.01 iii

Chapter 11:

Updates

Uploading

New iPro MOH Firmware

....... ...... ... .... ... ... ...... ... .... ......... ... ....... ............ ... .... ... ... ......... .... ... ... ...... .... ...... ... .....

Deploying

Firmware

..... .......... ......... ... .... ... ......... ... .... ... ... ......... .... ... ... ...... ... .... ... ......... ... .... .. ............. .... ...... ... ....... ... ...... ... ..

Updating the

Server Manager

..... ... .... ... ......... ... .... ... ... ......... .... ... ... ...... ... .... ... ......... ... .... ... ... ......... .... ... ... .......... ...... ... .....

Appendix A:

Notes

AppendixB:Other

Ways To Locate

iProMOHs

Method

One-Using a Serial Connection

...... .... ... ... ...... ... .... ... ......... ... .... ... ......... ... .... ... ... ......... .... ... ... .......... ...... ... ...

100

Method

Two-Using a

Direct

Ethe

rnetConnection

..... .... ... ... ...... ....... ......... ... ....... ...... ......... .... ...... ...... .... ... ...... ...

101

Method

Three

-Findingthe

iPro MOH

on the Network

... ... ......... ....... ... ... ... ...... .... ...... ... ... ... .... ...... ... ... .... ...... ......

103

AppendixC:SummaryofIP

Addresses

Index

Introduction

This chapter

introduces

the iMCM.

Topics in this

chapter

 The Interalia Multi-Site Content Manager  iProMOHs  The iMCM Server 

Workflo

The

Interalia

Multi-Site Content

Manager

The Interalia Multi-Site Content Manager

(iMCM)

allows

organizations

with multiple locations to easily

crea

and manage recorded

announcements, music-on-hold,

and overhead music and

messaging

Whether you are managing a single unit or large, multi-site

installations,

iMCM

simplifies messaging andmusi

across geography, time zones and demographics. The

iMCM

file

management

system allows managers toappl

y content and schedules to global, regional, or local playlists, eliminating the need to manuallyreplicate schedules, music or messages for each locati

on.

iMCM

provides easy-to-usefeat

ures:

 Time and date message scheduling

capabilit

ies

 Priority message sche

duling

 Ability to copy and paste schedules, groups or entire

configurations

 Update single, multiple or all iProMOHs from any

location

 Intuitive folder

structure

similar to Microsoft Windows

 Secure web access used to update user-specific

folders

 Flexible scheduling of iProMOH

check-in/updateti

mes

 Configurable back-up

schedule

 Application activity logging and

notificati

ons

 Detailed schedule

porting

 Bulk audio

uploads

 Bar code

scanne

iProMOHs

The Interalia iProMOH is a solid state music and message

announcer

specifically designed formusic-on-hold,

background

music, and overhead paging

applications.

It supports two

independent

output channels. So,for example, you can use one output channel for apublic

address system and the other for

music-on-hold

for a telephone line. Youcan have different music and

mess

ages

on each

channel.

The iProMOH can use music files (e.g., .mp3 and .wav)or play music from an external music feed. The extern

feed can any music source such as a radio,CDplayer,etc

2 Chapter 1

Introduction

For more

information

on the iProMOH, see http://www.interalia.com/Support/support.php.

The iMCMServer

The

iMCM

Server contains three maincomponents:

 The Device Server — which

communicates

with the iProMOHs in the field.

 The Configuration Manager— which acts as a web server to provides a web interface to the

iMCM

system.

Youconnect to the Configuration Manager via a webbrowser

 The ServerManager- which configures the Server and se

rvices.

There is only one Device Server but there may be multiple Configuration Managers which can beanywhere there is an Internet connection. This enables multiple users to configure the system.

iMCM User Guide rev.01

The iMCM

Server

4 Chapter 1

Introduction

Workflow

Atypical workflow is:

1. Install the

iMCM

software on the server or workstation. Configure the Server Manager.

See Chapter 2, "Installing, Configuring, and Using the Server Manager".

Server

Manager

2. Open a web browser and open the Configuration Server webpage.

Chapter 3, "Introduction to the Configuration Server".

Laptop

Configuration

Server

3. Set up the iProMOHs.

See Chapter 4,"Setting up iProMOHs".

iProMOHs

Laptop

4. Use the Configuration Server to configure the iProMOHs.

See Chapter 5,"Configuring iProMOHs".

iMCM User Guide rev.01 5

Workflow

iProMOHs Configuration Server

5. Upload audio and message files (using either the Server Manager or the ConfigurationServer

See Chapter 6,"Adding Music and Message Files".

Audio Files Configuration Server Server Manager

6. Use the Configuration Serverto

 Create sche

dules.

See Chapter 7, "Creating Schedules and Viewing Reports"

 Configure

notifications

See Chapter 8, "Contacts andNotifications".

 Assign and manage login names and passwords. Create user accounts and user access rights if

nece

ssary.

See Chapter 9,"A

dministrationand UserAccounts".

Configuration Server

6 Chapter 1

Introduction

Installing, Configurin g,

and

Using

the

Server

Manager

This chapter describes how to install, configure, and use the Server Manager

Server

Manager

Topics in this

chapter

 Obtaining the

Softwa

 Installing the

Software

 Launching the Server Manager  Starting the Services  Configuring Networking

Setting

 Understanding IP

Addr

esse

 Configuring Email

Sett

ing

 Viewing

Information

About The iMCM

 Further

Information

8 Chapter 2

Installing, Configuring, and Using the Server Manager

Obtaining

the Software

Download the

iMCM

software from the Interalia web site: http://www.interalia.com/Support/iMCM/iMCM.php.

Or, contact Interalia to purchase the software on a DVD.

Installing

the Software

1. Run the setup program iMCM Vversion Setup.exe

(where

version

is the versionnumber

a. Press Next.

b. Agree to the license agreement, and click Next.

iMCM User Guide rev.01 9

Installing the Software

c. Enter your name and

organization.

Click Next.

d. Optionally, change the

destination

folder. Click Next.

10 Chapter 2

Installing, Configuring, and Using the Server Manager

e. Choose Typical or Custom, and click Next. (Choosing Custom enables you to also install

some

sample audio files and schedu

les.)

f. If you chose Custom in the previous step, select the QuickExample feature to be installed. Click

Next.

iMCM User Guide rev.01 11

Installing the Software

g. Review the choices and click

Install

The installer will install thesoftware

h. Optionally, select Launchthe program. ClickFinish

12 Chapter 2

Installing, Configuring, and Using the Server Manager

Launching

the

Server

Manager

The

installati

on process

createsan createsanic

ononthedesk

top

callediMCMS

ettings.

Double-click that icon to open the Server Manager. (Or, choose Start > Programs > Interalia >

iMCM

iMCM S

ettings.)

The Server Manager

Starting

theServ

ices

The

iMCM

uses the following services:

 Audio Converter Service — converts audio files to the format used

intern

ally

 WebServer Service — runs the Configuration Server web

client.

 Device Server Service — provides

configuration

services to connected iProMOHs.

 Email Server Service — provides outgoing e

ail.

 LogProcessing Service — processes the

iMCM

logs.

 File Management Service — provides integrity checking and cleanup services for the

iMCM

files.

 Email Notification Service — provides notification of iProMOH

issues.

 Data Auto BackupService — provides automatic backup of

iMCMdata.

1. In the Server Manager, start the

iMCMservic

es:

a. Select the Servicestab

b. For any service that shows Uninstalled in the Status column, click Install

c. For any service that shows Stopped in the Status column, click Start.

Nowall services should showRu

nning.

iMCM User Guide rev.01 13

Starting the Services

Notes:

Normally you should

leave

all

these servicesrunning

If you

change

the

address

or port for the

iMCM Web Server

on the Networkingtab,

iMCM

will prompt youto

restartthe

WebServerService

3) You

should only uninstall andinstallthe

service

on the

adviceofInteralia Technical

Support.

14 Chapter 2

Installing, Configuring, and Using the Server Manager

Configuring NetworkingSe

ttings

To configure the Networking

sett

ings

1. In the Server Manager, select the Networkingtab

2. Configure the following

settings

IP address and port numbers must be entered

ip_address:port_number

For example, 192.168.198.129:8888.

Setting

Function

iMCM

Web Server The IP address and port number of the Web

Server

See Understanding IP Addresses on page 15.

Device Server The IP address and port number of the Device

Server

See Understanding IP Addresses on page 15.

CallHome Servers The servers that the iProMOHs call hometo

This address will be the same as the Device Server address for iProMOHs to call into that specific instance of iMCM.

Pre The default initial address. Used for support purposes ifre

quired

The IP address and port number of the server to call hometo

See Understanding IP Addresses on page 15. Normally, there should only be one address here. You can add multiple address if

you need to re-route the

iMCM

to another

iMCMserver

Post The default initial address. Used for support purposes ifre

quired

iMCM User Guide rev.01 15

Configuring Networking Settings

3. Click Save to save the settings (or click Cancel to discard changes or Default to revert to the defaul

settings).

Understanding IP

Addresses

The IP addresses and ports for the Web Server and Device Server can be any unused addresses andport

The following are the default network settings (the ones you get if you click Default). They are suitablefo

testing, where all

components

(including the iProMOHs) are on the same local

networ

16 Chapter 2

Installing, Configuring, and Using the Server Manager

iMCM User Guide rev.01 17

Configuring Networking Settings

In general, the IP address for the DeviceServer must be a static address (so that the iProMOH can alwaysuse

the same address to call home). Set up port forwarding on your firewall to forward that static address to the local address of the Device Server. The following diagram shows a case where the iProMOH is outside the firewall.

18 Chapter 2

Installing, Configuring, and Using the Server Manager

Chec king

the

DeviceServer

To ensure that the Device Server isru

nning:

 In a web browser outside the firewall, open the URL:

http://device_server:port

where

device_server

and

port

are the IP address and port of the Device Server as entered in

the

NetworkingSettings

Forexample

http://68.147.189:8889

The web page shows the current status of the DeviceServer

iMCM User Guide rev.01 19

Configuring Email Settings

Configurin g Emai l

Settings

To configure the email

sett

ings

1. Select the Emailtab

2. Configure the following

settings

Setting

Function

Hostname The name of the mail server

Username The username for the email account, typically the

iMCM

administrator.

Password The password for the email account

This must match the password for the account in your mail server (typically Micr

osoft

Outlook)

Mail From The email address that the email will be sentfr

om.

Reply To The email address that any replies to the emails should be sentto

Typically, this is an account that is not

monitored.

3. Click Saveto save the settings, Cancel to discard changes, or Default to revert to the default

settings

4. Click Test Email to check the email settings arecorrect.

20 Chapter 2

Installing, Configuring, and Using the Server Manager

Viewing

Information

About The

iMCM

To view

information

about the iMCM:

1. Select the Abouttab

2. This screen shows the version number of the

iMCM

software and the various serv

ices.

Further

Information

Note:

For

information about other configuration that

can

bedone in theServer

manager,see

Cha pter 6, "Adding Music and Message Files"

(for the

Audio

tab)

Cha pter 8,

"Contacts and Notifications"

(for the

Notification

tab)

Chapter 10, "Archiving and Logging"

(for the

Archives

tab)

Chapter 11, "Updat es"

(for the

Firmware

tab)

Introduction

to the

ConfigurationServer

This chapter provides an

introduction

to the ConfigurationServer.

Laptop

Configuration

Server

Topics in this

chapter

 Launching the Configuration Server  The Tab Bar  Using the Configuration

 Creating New Folders  Cutting, Copying, Pasting, and Deleting

Items



Searching

 More

Infor

mation

22 Chapter 3

Introduction to the Configuration Server

Launching

the

ConfigurationServer

To access the Configuration Server:

 Launch a web browser and open the following URL:

http://address:port

where

address

is the

iMCM

WebServerIP address from the Networking tab in the Server Manager

and

port

is the port number. For exam

ple:

http://192.168.198.129:8888

Note: If the port number is 80 (the default port for a web server), you can leave it off. For exam

ple:

http://192.168.198.129

For more

information

on IP addresses and ports, see Configuring Networking Settings on page 14. See

also

AppendixC,"AppendixC:

Summary of IP Addresses".

iMCM User Guide rev.01 23

Launching the Configuration Server

24 Chapter 3

Introduction to the Configuration Server

Youshould see the Configuration Server webpage

Suc cess

Checkpoint

If you see the Configuration Server web page, this ensures that the networkconfig

uratio

iscorrect

The Tab

Bar

The Configuration Server has threetabs:

 Configuration — to configure music, messages, iProMOHs,and sche

dules.

See Using the Configuration Tab on page 25.

 Administration — to add, remove, and modify user accounts to use Configuration

Server.

iMCM User Guide rev.01 25

Using the Configuration Tab

See Chapter 9,"A

dministrationand UserAccounts".

 Reports — to viewreports about iProMOH checkins, schedules, and logs, and user activity on

the ConfigurationServer. See Chapter 7, "Creating Schedules and Viewing Reports".

Using

the

Configuration

Tab

Tab Bar

Refresh

Button

Toolbar

Edit Button

Treeview

View Filters

Refresh

Button

This button

refres

hes

thetreeview.

Edit

Button

This button enables you to copy, paste and delete items in thetreeview. For more

information,

see Cutting, Copying, Pasting, and Deleting Items on page 29.

26 Chapter 3

Introduction to the Configuration Server

Toolbar

The toolbar provides the mainfunctions.

Button

Function

Toggles visibility of thetreeview.

Searches for folders, iProMOHs, schedules, audio files,orcontacts. See Searching on page 30.

Creates a new folder in thetreeview. See Creating New Folders on page 27.

Configures a new iProMOH. See Chapter 4,"Setting up

iProMOHs"

and Chapter 5,"Configuring

iProMOHs".

Creates a new priority messagesc

hedule.

See Chapter 7,"Creating Schedules and Viewing Reports". Creates a new message sc

hedule.

See Chapter 7,"Creating Schedules and Viewing Reports". Creates a new music schedu

le.

See Chapter 7,"Creating Schedules and Viewing Reports". Creates a new external music in schedu

le.

See Chapter 7,"Creating Schedules and Viewing Reports". Creates a new contactsli

st.

See Chapter 8, "Contacts andNotifications"

Creates a newnot

ification

See Chapter 8, "Contacts andNotifications"

Uploads audio files. See Chapter 6,"Adding Music and Message Files".

iMCM User Guide rev.01 27

Using the Configuration Tab

ViewFilters

The viewfilter buttons show or hide classes of items in the treeview. For example, if you have a lot of audio files you may wish to use the Audio Filter button to hide them when you are not working with

them

Filter

Button

Toggles Visibility

Of ...

iProMOHs

schedu

les

audio files (music and

message

contact

notifications

Creating New

Folders

Folders are used to set up

configurations.

iProMOHs, audio files and schedules can be assigned under a folde

and will apply to thatfolder

Sub folders can be created for additional

configurations

within a parent folder. See Adding a Sub-Folder

For

Different Location on page 69.

Settings (e.g.timezone, check in interval) on the folders will be applied to sub folder unless otherwise

indicated.

28 Chapter 3

Introduction to the Configuration Server

To create a new folder in thetreeview:

1. Click the NewFolder button .

2. Configure the followinginformation:

 Display Name — The name that will be shown in the

treeview

 Description — An optional

descript

ion.



iProMOH

Defaults — Default settings for all the iProMOHs in this folder. (These defaults canbe

overridden. SeeChapter 5, "Configuring iProMOHs".)

 CallHome Server— The IP address and port of the server to call home. See

Understanding IPAddresses on page 15. See also AppendixC,"AppendixC:Summar

of IP Addresses".

 Time Zone — The time zone for the iProMOHs. This time is used for all sche

dules

run by this iProMOH. See.

 Stale Date — The date when this iProMOHsshould stop serving messages and

music.



Check

In Interval — How often the iProMOHs should check in with the CallHome

server

 Firmware — Choose Inherit or Lock.

If the firmware is locked then the firmware on the iProMOH will not bech

anged.

Setting it to inherit means that the

iProMOHS

will inherit the firmware set at a top level folder.Th

provides an easy way to propagate it through a large number of

units.

For more

information

on updating firmware, see Chapter

11,

"Updates".

Note:

Consult

with

Interalia Techn ical

Support before making

any

firmwarechange

For more

information

about updating the firmware, see Uploading New

iProMOH

Firmware onpage

94.

iMCM User Guide rev.01 29

Using the Configuration Tab

 Maintenance Cycle— The

maintenance

cycle restarts the iProMOH on a regular basis, to ensur

trouble-free operation. Choose None, Nightly, Weekly,orMonthly

 Nightly restarts the iProMOH once a night, between 1am and 6am.  Weekly restart the iProMOH once on Sunday, between 1am and 6am.  Monthly restarts the iProMOH at the end of the monthly between 1am and 6am.

3. Optionally, click the Propagate button beside a setting to propagate the setting to all sub folders

and alliProMOHs within that those folders.

4. Click the Save button to save the

configuration

or the Reload button to refresh the screen.

5. Click the Close button to close theform

Inheritance

When you create a subfolder below another folder in the treeview, the subfolder inherits all the items from

the

parent folders. For example, a music schedule in subfolder has access to all the music files in all the

parent

folders. This lets you keep common items in one place and reuse

them

This also means that an iProMOH in a subfolder will play all the schedules in the subfolder and all the schedu

les

in all parent folders (unless the schedules have exactly the same name, in which case it will play the copy that

lowest in the tree). This lets you define general schedules at a higher level and override them or

supplement as

necessary for specific location

For an example, see Chapter 7, "Creating Schedules and Viewing Reports".

Cutting, Copying, Pasting,

andDeletingItems

When the Edit button is pressed, checkboxes appear beside all the items in the treeview and cut, copy, paste,

and

delete buttons appear to operate on the checked items

Button

Function

Toggles visibility of the edit

button

Cutschecked item(s)

Copies checked

item(s)

Pastes

checkeditem(s).

Deletes checked item(s)

30 Chapter 3

Introduction to the Configuration Server

 Youcan copy a complete folder and duplicate it elsewhere in the tree. This copies all the items inside

(audio files, schedules, iProMOHs, andsubfolders).

 If you copy and paste an iProMOH,the copied iProMOH will have a blank

MAC

address. This isbeca

use

these addresses must be

unique.

 If you cut and paste an iProMOH, the pasted iProMOH will keep the same

MAC

address. This is becausecu

and paste just moves the iProMOH from one location to another in thetree

Searc

hing

To search for items in the Configuration Server:

PresstheSearchbutton

in the mainto

olbar

2. In the Type dropdown menu, choose what to searchfor:

3. Enter the text to search for in the Display Name and/or Description fields.

4. Click the Search button beside the Type dropdownmenu

5. To go to an item, select the item in the results list and press the View/Edit Selected button above

the

results list.

6. Optionally, click the Clear button (beside the Type dropdown menu) to clear the searchterms.

7. Click the Close button (beside the Type dropdown menu) to close the searchform

iMCM User Guide rev.01

Information

MoreInformation

information

about the Configuration Server can be found in these

chapt

ers:

 Chapter 5, "Configuring iProMOHs"  Chapter 6, "Adding Music and MessageFiles"  Chapter 7, "Creating Schedules and Viewing Reports"  Chapter 8, "Contacts and

Notifications"

32 Chapter 3

Introduction to the Configuration Server

Setting

upiProMOHs

This section describes how to configure the iProMOHs.

Note:

This

must be done locally on the

same

networkasthe

iProMOH.

It cannot be done from the

iMCMServer

machine (unless

the

iProMOH happens

to be on the

same

networkastheServer

iProMOHs

Laptop

Note:

You may

not

needtochange

the

defaults

for mostsetti

ngs,but you

mustset

the

iProMOH’scall

home

addressso

knows

how to communicate with the

DeviceServer

Topics in this

chapter

 Setting Up an

iProMOH

Through the WebIn

terfac



SuccessCheck

point

 Tro

bleshooting

 The Next Step

34 Chapter 4

Setting up iProMOHs

Setting

Upan

iProMOH Through

the

Web

Interface

1. In a web browser, open he URL

http://ipmMACADRESS

where

MACADRESS

is the

MAC

address of the iProMOH. For example, http://ipm00070700502B.

iMCM User Guide rev.01 35

Setting Up an iProMOH Through the Web Interface

The Installer Website Application

appears.

Note:

The InstallerWebsite

Applicationisonly

available

for one hourafter the

iProM OH is

powered

on.

Ifyou need

it beyond thistime,

power-cycle

theiP

roMOH.

2. For the username, enter iProMOH.

3. For the password, enter the

iPro

MOH’s

12-character

MAC

address. (This can be found on the back of

the

iProMOH.) For example, 00070700502B.

Note:

Lett

ers

in the

MAC address

must be enteredinuppercase.

4. Click Login.

36 Chapter 4

Setting up iProMOHs

The network

configuration

pageappears.

5. Configure the Network Setup

sett

ings

 Address Type — Choose how the iProMOH obtains its IP

address.

 IP Address — The IP address of the iProMOH.  Netmask — The subnet

mask.



Gateway

— The gateway for this iProMOH.

 DNS1 — The primary domain name se

rver.

 DNS2 — The secondary domain se

rver.

 IPv6Init — Enables the IPv6 scheme.  IPv6Address — The IP address for the IPv6 sc

me.

 IPv6

Gateway

— The gateway for the IPv6 scheme.

 Proxy Address — The IP address of the proxy, if

used.

 Proxy

User:

Password — The username and password for the proxy, if

used.

iMCM User Guide rev.01 37

Setting Up an iProMOH Through the Web Interface

6. Set the

iMCM

IP Address and Port to the IP address and port number of the Device Server. Thismu

match the settings in the Configuration Server; see Understanding IP Addresses on page 15.

38 Chapter 4

Setting up iProMOHs

7. Click Set/Renew.

8. Click Ping

iM CM

to make sure the iProMOH is

responding

Suc cess

Checkpoint

When you click Ping

iM CM,you should see This

iM CM

is active. This confirms that

the

iProMOH can successfully contact the

iMCM

Server.

Troubles

hooti

If you cannot set up the iProMOH through the web interface, see Appendix B,"Appendix

Other Ways To Locate

iProMOHs"

for alternatemethods.

iMCM User Guide rev.01 39

Setting Up an iProMOH Through the Web Interface

9. Optionally, click the Audiobutt

on.

10. For each channel, choose the Dynamic Range, Volume, and Fade

settings

 Dynamic Range adjusts the peak-to-peak signal strength of the overall output. Different end

units may be more sensitive than others and require a lower dynamic range. If the dynamic range istoo large, the audio output may be

distorted

 Fade sets how lowthe background music fades down so that messages can play over top of it. I

defaults to 20%.

 Volume sets the volume output for each channel of the iProMOH. (The volume can also be set loca

with the volume keys on back of the iProMOH.)

Youcan also configure Volume and Fade through the Configuration Server. SeeChapter 5,"Configuring

iProMOHs".

11. Attach speakers to the Audio Out connections on the back of the iProMOH, and use the AudioTest

Function buttons on the web page to play atone.

40 Chapter 4

Setting up iProMOHs

Suc cess

Checkpoint

Youshould hear the tones playing over the speakers connected to the iProMOH.Th

checks that the iProMOH will correctly play the sounds sent to

it.

12. Optionally, click the Supportbutton.

Here you can see the

iPro

MOH’s

status and its firmware version. Youcan also perform a factory reset.(If

you perform a reset, you will need to reconfigure the

settings.)

Youcan update the

iProMO H’s

firmware from this screen. Or, you can also do so remotely throughthe

Configuration Server. See Chapter

11,

"Updates".

iMCM User Guide rev.01 41

iProMOH Led Status

13. The Logs screen is designed for use by Interalia TechnicalSupport.

14. When you are finished, click Logout.

iProMOH Led

Status

The status

LED

on the back of the iProMOH indicates the current activity of the iProMOH.

Status LED

Indicates

Flashing Green NormalOperation Flashing Green and Amber Upload/Download Activity&adminco

nnect

ion

Solid Red Error Condition. A reboot is

required

Solid Green Firmware update / Startup

42 Chapter 4

Setting up iProMOHs

The

NextSt

Younow need to configure the Configuration Server with

information

about the iProMOHs; see Chapter 5,

"Configuring iProMOHs".

Configuring

iProMOHs

This section describes how to configure the Configuration Server with

information

about the iProMOHs;

iProMOHs Configuration Server

Note:

You

will

also

needtoset

up the

iProMOHs

themselves;see Chap ter 4,

"Setting upiProMOHs".

Topics in this

chapter

 Configuring

Information

About iProMOHs



SuccessCheck

point

44 Chapter 5

Configuring iProMOHs

Configuring

Information

About

iProMOHs

To configure

information

about a new iProMOH:

1. In the treeview, select the folder where you want the iProMOH to beplaced

Clickthe NewiProMOHbutton

in thetoolbar.

3. Configure the followinginformation:

 Display Name — The name for the iProMOH as it will appear in the

treev

iew

 Description — An optional description, which will display as a “mouse-over” or hint in the

treeview



MAC

Address — the 12-character

MAC

address of the iProMOH. Youcan find this on the back of

the iProMOH. For example: 00070700502B. (All iProMOH

MAC

addresses starts with: 000707.)

Note:

is very

important to enter the correct

MAC add ress asitis

the unique identifier of the

physical

unit on

the iMCM.

iMCM User Guide rev.01 45

Configuring Information About iProMOHs

 Serial No — Optionally, the serial number of the iProMOH. You can find this on the back of

the iProMOH. For example: 607709.

 CallHome Server

Every iProMOH regularly “calls home” to check in with its

iMCM

host. (How often it should do soca

be configured through the Configuration Manager.) When it calls home, it downloads updates for

the music files, message files, and schedules. Note: the

iMCM

does not call the iProMoH. This overcomes firewall and security barriers that

can

block servers

attempting

to connect to a customer's device within their

network

(An iProMOH can also be forced to call home by depressing the twin volume buttonssi

multaneously.

This is typically used by the installer to immediately download the

configuration setting.)

The CallHome Server IP address must match the address entered for the Call Home Serverentered in the Network settings on the Server Manager. See Understanding IP Addresses on page 15.

You can either select the IP address and port number explicitly, or choose Inherit in which case

the

setting will be taken from the parentfolder

46 Chapter 5

Configuring iProMOHs

 Time Zone — The time zone used by the iProMOH.

The deployed iProMOHs and the Configuration Server may be located in different time zones. The

times used in the schedules are based on the

iProMOH’s

localtime.

Note:

The iProMOHs

automatically

change

their time to accountfor Daylight

Savings Time.

 Stale Date — The date when this iProMOH should stop functioning. This can be used to e

nforc

contractual

agreements with customers. Youcan be notified when the stale date is

approaching

It is

recommended

all iPromOHs be set to check in at least once every 24

hours.



Check

In Interval — The interval (in hours) when the iProMOH should contact the Server Manage

to get new

information

(schedules, audio files, etc.). Youcan be notified if the iProMOH misses

check

in.

4. Optionally, in the Device Status section, select Request Reset to restart the iProMOH the next time

checks in. (It only does so once. After the iProMOHis restarted, the Request Reset checkbox

automaticallycleared.)

5. Configure the Device Configuration sect

ion.

 Volume sets the volume output for each channel of the iProMOH. (The volume can also be set loca

with the volume keys on back of the

iPro

MOH.)=

 Fade

Level

sets how low the

background

music fades down so that messages can play over top of it. I

defaults to 20%.

 Min Delay sets the minimum delay that messages will have between each other. In other words, t

is the minimum time before the next message is played. This ensures that messages are not playedtoo closelytogether

6. Click the Save button to save the

configuration

or the Reload button to refresh the screen.

7. Click the Close button to close the form.

Suc cess

Checkpoint

Youshould see that the iProMOH successfully checks in. This checks that the iProMOH can

communicate

with the

iMCMServer

It may take some time before the iProMOH first checks in. You can force it to do soby simultaneously

pressing both volume buttons on the back of the iProMOH.

Adding Music

and

Message

Files

There are two ways to upload audio: through the Server Manager or through the Configuration Server, The Server Manager is the best method to use when you have a large number of files to upload. The Configuratio

Server is convenient when you only want to upload a fewfiles. Topics in this

chapter

 Uploading Audio via the Server Ma

nage

 Uploading Audio via the Configuration Server

48 Chapter 6

Adding Music and Message Files

Uploading Audio

viathe

Server

Manager

To upload audio via the ServerManager:

1. Select the Audiotab

2. Click Select Music (to upload music files) or Select Messages (to upload message files). Browse to

the

file(s) to upload, and click Open. The files can be any of the followingty

pes:



.O GG

— Ogg Vorbis

audio



.WAV

— WaveformAu

dio

 .

MP3—MPEG -1orMPEG -2

Audio Layer III



.AU

— Audio file (typically created on a Sun or Unix-based

machine)



.WMA

— Windows MediaAudio

3. The Audio Upload Status list shows the status of eachfile’s

conversion to the file format usedinternally

(.OGG).

Notes:

Files

uploaded

here appear

in the

New Audio

section

of the treeview in theConfiguration

Manager.Use

theEd

button

(see EditBu

tton

on page

25)

to move them to the appropriate

folders.(They

will not be

availabletouse

schedules

until they

are

moved into the

same

folderasthe

scheduleora

parent folder of the

schedule.)

You

cannot

create folders

under the

New

Audiofolder.Itisjustarepository

for audio

files

uploaded viathe

ServerManager

If you

accidentally choose

Sele ctMusic insteadofSelectMe ssag es,orvice-versa,

you

can change

the

file’stype

laterthrough theConfig

uration

Server.

iMCM User Guide rev.01 49

Uploading Audio via the Configuration Server

Uploading Audio

viathe

ConfigurationServer

To upload audio files via the Configuration Server:

1. Select the folder where the audio files are to go.

ClicktheUploadAudiobu

tton

3. Click Browse to select the file(s) to

upload.

4. Enter a Display Name and an optional Description.

5. Select the Audio Type (to determine if this is a music fileor a message file).

6. Click the Upload Selected Files button .

Note:

You can

only uploadaudio

files

if you

have

the correct

user level

privilege.See Chapt er9,

"Administration andUser

Accoun

ts"

50 Chapter 6

Adding Music and Message Files

Creating Schedules

and

Viewing

Reports

This chapter describes how to schedule messages and music and how to viewreports about the schedu

les.

In thischapter:

 About Schedules  Common UseCases  Creating A New Message

Schedu

 Creating A New Priority Message

Schedu

 Creating A New Music

Schedu

 Creating A New External Music In

Schedu

 Viewing Repo

rts

 Other Ex

ample

 Creating A Store Folder  Adding Audio To The Store Folder  Creating a Regular Message

Schedule

 Creating a Regular Music

Schedu

 Creating an External Music In

Schedule

 Creating a Priority Message

Schedu

 Viewing the

Schedule

 Adding a Sub-Folder

For

a Different

Locatio

 Adding a Location-Specific Regular Message

Schedu

 Adding a Location-Specific Priority Message

Schedule

 Viewing the Location-Specific

Schedule

 Creating a New Supercede

Schedu

 Viewing the

Schedule



SuccessCheck

point

 Interleaved

Schedule

52 Chapter 7

Creating Schedules and Viewing Reports

AboutSchedules

The

iMCM

enables you to schedu

le:

 music (either from music files or the external audio i

nput)



messages Music schedules using music files take precedence over schedules using the external input. Typically, music is scheduled to play continuously, and messages are scheduled to play over themusi

periodically. When messages play, the music automatically fades down. Then the music fades back up when

the

message has

finished.

The message schedules can include regular messages, which repeat

throughout

the schedule period, or priority messages which play only at scheduled times. The priority messages take precedence over the regular messages, but if a regular message is playing when a priority message is scheduled, the regular message will be allowedto finish before the priority message starts. For example, you might have a regular set of schedules that playduri

the day, and a priority “the store is closing in 15 minutes” message that plays at a specifictime.

Override

Priorities

There are also three override priorities of

schedule

 Neutral — the schedule is played normally. For example, you might set this schedule as the default

for

every day of theyear

 Supercede — the schedule takes precedence over both neutral and ceded schedules. For example,

you

might create one of these schedules for a

holiday

 Cede — the schedule has lower priority than neutral schedules. For example, you might create one of

these

schedules for

background

music in off-hours when

maintenance

staff are on

prem

ises.

Common Use

Cases

Some examples of typical schedulesar

 A

music-on-hold

system plays

background

music 24 hours a day, 7 days a week. Periodically, messages

pla

over themusic

 A store plays music over a public address system. Messages play during the hours the store is open.

ome

messages are common to all days, and some are specific to

particular

days of the week. Shortlybe

fore

closing, an

announcement

tells customers the store is clos

ing

 A company has two regions, and three stores in each region. Each store has different hours. Each store

has its own iProMOH. There are some messages that are common to all stores, some that are common to the region, and some

tha

are specific to thestor

For examples of some typical schedules, and how to set them up, see Other Examples on page 60.

iMCM User Guide rev.01 53

Creating A New Message Schedule

Creating A

New

Message

Schedule

To create a new messagesc

hedule:

1. In the treeview, select the folder where you want the schedule to beplaced

2. Click the New Message Schedule button .

3. Configure the followinginformation:

 Enabled — Whether this schedule should be currently enabled or

This feature allows you to create schedules in advance, and then enable them when thepromotio

n starts. Disabling a schedule enables you to keep make a schedule inactive without having to delete it,wh

ich

is useful for schedules that are only run during certain times of theyear.

 Channel — Whether this schedule should play on channel 1 or 2of the iProMOH.  Start and End — The dates and times this schedule should

run.

 OverridePriority — Whether this schedule should override other schedules.

See

OverridePriorities

on page 52.

 Audio Interval — The time (hh:mm:ss) between the start of one message and the start of the

xt.

Note: This is not the time between the end of one message and the start of the next. For example, if

54 Chapter 7

Creating Schedules and Viewing Reports

the first message is 9 seconds long, and the audio interval is 30 seconds, there willbe a gap of 21 seconds from the end of the first message and the start of thenext.

Note

You can set

the minimum gap through the Min

Delay

setting for the

iProMOH. SeeConfiguring

Information About

iProMOHs

on page

44.

 Days of Week — The days this schedule should

run.

4. In the Scheduled and Available Audio list, check the messages that should be played during

this

schedu

le.

The choices available here reflect the message files for this location in the treeview. (Those are

the

message files in this folder and all parentfolders.)

Youcan use the Move Item Up or Move Item Down buttons to rearrange the order of me

ssages. This affects the order in which they areplay

ed.

Youcan use the Select/Deselect

All

Items button to quickly select or deselect all messages in the list.

5. Click the Save button to save the

configuration

or the Reload button to refresh the screen.

6. Click the Close button to close theform

Creating A

New

Priority Message

Schedule

To create a new priority messagesc

hedule:

1. In the treeview, select the folder where you want the schedule to beplaced

2. Click the New Priority Message Schedule button .

iMCM User Guide rev.01 55

Creating A New Priority Message Schedule

3. Configure the followinginformation:

 Enabled — Whether this schedule should be currently enabled or

This feature allows you to create schedules in advance, and then enable them when thepromotio

n starts. Disabling a schedule enables you to keep make a schedule inactive without having to delete it,wh

ich

is useful for schedules that are only run during certain times of theyear.

 Channel — Whether this schedule should play on channel 1 or 2of the iProMOH.  Start and End Date — The dates this schedule should

run.

 Start Time — The specific time when the message will

play.

 OverridePriority — Whether this schedule should override other schedules.

See

OverridePriorities

on page 52.

 Audio Interval — The time (hh:mm:ss) between the start of one message and the start of the

xt. Note: This is not the time between the end of one message and the start of thenext. For an example, see Creating A New Message Schedule on page 53.

 Days of Week — The days this schedule should

run.

4. In the Scheduled and Available Audio list, check the messages that should be played during

this

schedu

le.

The choices available here reflect the message files for this location in the treeview. (Those are

the

message files in this folder and all parentfolders.)

Youcan use the Move Item Up or Move Item Down buttons to rearrange the order of messages. This affects the order they are

played.

Youcan use the Select/Deselect

All

Items button to quickly select or deselect all messages in the list.

5. Click the Save button to save the

configuration

or the Reload button to refresh the screen.

56 Chapter 7

Creating Schedules and Viewing Reports

6. Click the Close button to close theform

Creating A

New

Music

Schedule

To create a new music schedu

le:

1. In the treeview, select the folder where you want the schedule to beplaced

Clickthe NewMusicSchedulebuttonin theto

olbar

3. Configure the schedule

information

similarly to the way message schedules are configured. (SeeCreating

A New Message Schedule on page 53.)

The difference is that now you are selecting music files to be played during this schedu

le.

The choices available here reflect the music files for this location in the treeview. (Those are themusi

files in this folder and all parentfolders.)

Creating A

New

External Music

In Schedule

To create a new external music in schedu

le:

1. In the treeview, select the folder where you want the schedule to beplaced

iMCM User Guide rev.01 57

Creating A New External Music In Schedule

Clickthe NewE

xternalMusicInSchedulebuttonin theto

olbar

3. Configure the schedule

information

similarly to the way message schedules are configured. (SeeCreating

A New Message Schedule on page 53.)

The difference is that now there are no files to select

Note:

The

external

music

feed

has

to be connectedto the

physical iProMOH

device.

58 Chapter 7

Creating Schedules and Viewing Reports

Viewing

Repo rts

To viewreports

1. In the treeview, select the folder or iProMOH you want to report

on.

2. Click the Reports

tab

3. Choose the type ofReports



iProMOH

Schedule — What is scheduled to play on the iProMOH.



iProMOH Check

In — The history of the

iProMOH’s

checkins



iProMOH Logs

— The history of other iProMOH activity.

 User

Logs

— The history of user activity on the ConfigurationServer

 Audio Summary — All the available audio files for this folde

Note:

For

examples,see OtherExamples

on page60.

4. Optionally, select how to filter the

report

 For the

iProMOH

Schedule

report

 Date — Selects the day to start the report

on.

 Filter — Enables you to select what items to se

 Presets — Enables you to select

pre-configured

time ranges to view.

 View — Selects the time range to view.  Start and End — Selects the start and end of the reporting

period.

 Scale — Zooms in or

out.

 For the

iProMOH Logs

report

 LogType — Selects the events to report

on.

 Date — Selects the day to report

on.

 For the User

Logs

report

 LogType — Selects the events to report

on.

 User — Selects the user to report

on.

iMCM User Guide rev.01 59

Quick Start Set-up Example

 Date — Selects the day to report

on.

 For the Audio Summary

report

 LogType — Selects the events to report

on.

 Date — Selects the day to report

on.

Click the Refresh button to update the report with the result of your

filters.

5. Optionally, use the Next and Previous buttons to move the reporting period forward or

ckwards.

Quick Start Set-up

Example

If you chose a Custom

installation

(see Chapter 2, "Installing, Configuring, and Using the Server Manager"), yo

will have some sample audio files and same schedules already configured in the Quick Start Setup folder.

60 Chapter 7

Creating Schedules and Viewing Reports

Other Examples

This section walks through the process of creating some sample schedu

les.

Creating A Store

Folder

First,

we’ll

create a folder in the treeview for our chain ofstor

es.

1. Click the Configurationtab

Ifthetreeviewon the

leftisnotcurrentlybeing shown,

click

theShow/HideTreeDatabutton.

3. In the treeview, select the topmost node. (Bydefault, this is labelled “iMCM”.)

Clickthe NewFoldericon.

5. Set Display Name to Hometown Grocery

6. Optionally, add a Description.

7. Leave the other settings set to the defa

ults.

ClicktheSavebutton.

iMCM User Guide rev.01

Other

Examples

The new folder appears in thetreeview.

Adding Audio To The Store

Folder

Use the Server Manager to upload some audio files, as described in Chapter 6, "Adding Music and Message

Files".

After uploading, the audio that is listed under the New Audio section of the treeview. In this location, it isnot available to items in our Hometown Grocery store folder. So in this step, we will copy the audio to ourstor

folder.

62 Chapter 7

Creating Schedules and Viewing Reports

Note:

The

lower left corner of the

screen contains a

panel of button that

canbeused

to hide orshow

itemsin the

treeview.For

this tutorial

make sure

they

are

all

pressed (so

they showall items).

1. Click the Toggle Edit Mode

button.

2. Click the New Audio node to expand

it.

iMCM User Guide rev.01

Other

Examples

While the Configuration Server is in edit mode, checkboxes appear beside the items in thetree.

3. Select all the items in the New Audio sect

ion.

ClicktheCopyChe ckedItemsbutton.

5. Select the Hometown Grocery folder in thetreeview.

PressthePasteChe ckedItemsbutton.

64 Chapter 7

Creating Schedules and Viewing Reports

7. The audio now appears in the Hometown Groceryfolder

iMCM User Guide rev.01

Other

Examples

CreatingaRegular Message

Schedule

Nowwe’ll

create a message schedule that will play messages during the day while the stores areopen

1. Click the New Message Schedule button .

2. Set the Display Name to Regular MessageSched

ule

3. Set the Start time to

09:00

and the Endtime to 17:00

4. Set the Audio Interval to 02:00.

5. Select all the days of the week.

6. Select all the weekly specials except for the MeatDepartment

7. Click the Save button .

66 Chapter 7

Creating Schedules and Viewing Reports

CreatingaRegular Music

Schedule

Nowwe’llcreate a schedule to play music files while the stores areopen

1. Click the New Music Schedule button .

2. Set the Display Name to Regular MusicSchedule

3. Set the Start time to

09:00

and the Endtime to 17:00

4. Leave Override Priority set to Neutral

5. Select all the days of the week.

6. Click the Save button .

iMCM User Guide rev.01

Other

Examples

Creating

External Music

In Schedule

Nowwe’ll

create a schedule to play an external music source after-

hours.

Clickthe NewE

xternalMusicInbutton.

2. Set the Display Name to Regular External Music InSchedule

3. Set the Start time to

17:00

and the Endtime to 23:59

4. Select all the days of the week.

5. Click the Save button .

68 Chapter 7

Creating Schedules and Viewing Reports

CreatingaPriority Message

Schedule

Nowwe’ll

create a schedule to play a message at a fixedtime.

1. Click the New Priority Message Schedule button .

2. Set the Display Name to StoreClosing

3. Set the Start time to 16:45.

4. Select all the days of the week.

5. Leave Override Priority set to Neutral

6. Select the Store Is Closing In 15 Minutes message file.

7. Click the Save button .

iMCM User Guide rev.01

Other

Examples

Viewing

the Schedule

Nowwe’ll

look at the

schedule

1. Click the Reports

tab

2. In Reports, select

iProMO H Sc

hedule

3. In Presets, select 12 Hour Day.

4. Set Start to

08:00

and Endto 23:59.

Clickthe

Refreshbutton

The report now shows the schedule for aday

Note that it shows all the schedules wehave created so far. Schedules on the left have priority over schedules

therigh

AddingaSub-Folder For

a Different Location

Nowwe’lladd a sub-folder for a store location that will have slightly different

schedules.

The iMCM’s

inheritance means that this location willautomatically inherit items from the parent folder but

also

enable us to add and override specific things we want to change for this location only

1. Click the Configurationtab

2. In the treeview, select the Hometown Grocery folder.

70 Chapter 7

Creating Schedules and Viewing Reports

Clickthe NewFoldericon.

4. Set Display Name to NorthwestLocation

5. Leave the other settings set to the defa

ults.

ClicktheSavebutton.

AddingaLocation-Specific Regular Message

Schedule

Nowwe’lladd a regular message schedule to the Northwest Locationfolder.

1. In the treeview, select the NorthwestLocationfolder

Clickthe Ne

w MessageSchedulebutt

3. Set the Display Name to Regular MessageSched

ule

Note: This is the same name that we used for the message schedule in the Hometown Groceryfolder

4. Set the Start time to

09:00

and the Endtime to 17:00

5. Set the Audio Interval to 02:00.

6. Select all the days of the week.

iMCM User Guide rev.01

Other

Examples

7. Select all the weekly specials including the one for the MeatDepartment.

8. Click the Save button .

The following warningappears.

9. Click OK.

Note:

This schedule has exactly

the

same name as

the

schedule

in the parentfolder,so

it will overrideit.

AddingaLocation-Specific Priority Message

Schedule

Nowwe’ll

add a priority message schedule that will only play in this location

1. In the treeview, select the Northwest Location folder.

72 Chapter 7

Creating Schedules and Viewing Reports

2. Click the New Priority Message Schedule button .

3. Set the Display Name to

Lunch

Promotion Priority Message

Schedule.

4. Set the Start time to 12:15.

5. Select all the days of the week.

6. Select the

Lunch

Promotion message file.

7. Click the Save button .

Note:

This schedule has a

namethatisdifferent from

any

in the parentfolder,so

it will playin addition to the

ones

the parentfolder

Viewing

the

Location -Specific

Schedule

Nowwe’ll

look at the schedule for thislocati

on.

1. Click the Reports

tab

2. In the treeview, select the NorthwestLocationfolder

3. In Reports, select

iProMO H Sc

hedule

iMCM User Guide rev.01

Other

Examples

4. In Presets, select 12 Hour Day.

5. Set Start to

08:00

and Endto 23:59.

Clickthe

Refreshbutton

The report now shows the schedule for a day for this locati

on.

Note that the regular schedule includes the Meat

Department promotion,

and that this location plays

the

lunchtimepromotion.

74 Chapter 7

Creating Schedules and Viewing Reports

Creating

a New

Super cede

Schedule

Nowwe’llcreate a schedule that will override the regular schedule for a specific date range.We’ll

use thenew

message file that we uploaded in the previoussect

ion.

1. In the treeview, select the Hometown Grocery folder.

Clickthe Ne

w MessageSchedulebutt

3. Set the Display Name to Holiday MessageSchedule

4. Set the Start date to December 20 and the End date to December 26.

5. Set the Start time to

09:00

and the Endtime to 17:00

6. Set the Override Priority toSupercede

This will override any schedules that have the Defaultpriority.

7. Set the Audio Interval to 30:00.

8. Select all the days of the week.

9. Select the Holiday Promotion audio file.

10. Click the Save button .

iMCM User Guide rev.01

Other

Examples

Viewing

the Schedule

Nowwe’ll

look at the schedule for the holidayperiod

1. Click the Reports

tab

2. In the treeview, select the Hometown Grocery folder.

3. In Reports, select

iProMO H Sc

hedule

4. Set the Date to December 21.

5. In Presets, select 12 Hour Day.

6. Set Start to

07:00

and Endto 23:00.

Clickthe

Refreshbutton

The report now shows the schedule for a day during the holidayperiod

Note that the holiday schedule, with an override priority of SuperCede,has overridden the regular schedu

le.

Youcan also edit a schedule by double-clicking it in there

port.

76 Chapter 7

Creating Schedules and Viewing Reports

Suc cess

Checkpoint

Atthis point, if you connect speakers to the iProMOH you should hear it playing theau

dio

as per the schedu

les.

Interleaved

Schedules

If an iProMOH is playing messages from two schedules (for example, from a store-specific schedule and from

region-specific schedule in a parent folder), both schedules willover

lap

So, for example, if you want the final audio interval to be 20 seconds, you should set the audio interval in eac

schedule to be 40 seco

nds

Contacts

andNotifications

This chapter describes how to configure contacts andnot

ification

Topics in this

chapter

 Configuring Notification Settings  Creating Contacts

List

 Creating

Notifications

78 Chapter 8

Contacts and Notifications

Configuring Notification

Settings

To configure the notification

sett

ings

1. In the Server Manager, select the Notificationtab

2. Configure the following

settings

Setting

Function

iMCM

Server Name The name of the

iMCM

server, used to identify which server

sending thenot

ificati

on.

Company Name The company name, used to identify the company that i

operating the

iMCMserver.

Administrator

Name The

administrator

name, as seen in thenotifications.

Email Address for Notification Removal The email address that recipients can reply to be removedfr

notifications

Email Logo Filename The logo to attach tonot

ification

This must be an Icon type file and 32 x 32, 64 x 64, or 128 x 128 bits

3. Click Saveto save the settings, or Cancel to discard

changes

Crea ting ContactsList

To create a list ofcontacts

1. Open the Configuration

Server

2. In the treeview, select the folder where you want the iProMOH to beplaced

iMCM User Guide rev.01 79

Creating Contacts Lists

3. Click the New Contacts

List

button in thetoolbar.

4. Enter a Display Name and optional Description

5. Use the buttons above the list ofcontacts.

 To create a new contact, click the Add Contact

button

 To edit a new contact, select the user in the list and click the Edit Contact

button.



To create a new contact, select the user in the list and click the Delete Contact

button

For

each user, configure the followinginformation:



















Last Name — The contact’s last

name.

First Name — Thecontact’s

first

name.

Title — The contact’stitle. Company — The contact’sco

mpany

Email — The contact’s emailaddress.

7. Click the Save button to save the

configuration

or the Reload button to refresh the screen.

80 Chapter 8

Contacts and Notifications

8. Click the Close button to close theform

Creating

Notifications

To create anot

ification:

1. Open the Configuration

Server

2. Click the New Notification button .

3. Configure the followinginformation:

 Display Name — The name that will be shown in the

treeview

 Description — An optional

descript

ion.

 Notification Reason — The type of

notification:

 Stale Date Advance — Advance warning of the stale

date

Use the Advance Notice setting to determine how far in advance the notification

given.

 Stale Date Expired — The stale date has

arrived



Late Check

In — The iProMOH is late checking

in.

Use the

Grace

Period setting to determine how many minutes should elapsebefo

the notification isgiven.

4. Select the people who should receive the notification by selecting their names in the Who to Notify list.

iMCM User Guide rev.01 81

Creating Notifications

5. Click the Save button to save the

configuration

or the Reload button to refresh the screen.

6. Click the Close button to close theform

82 Chapter 8

Contacts and Notifications

Administration

and

User Accounts

You can create different user accounts on the Configuration Server to give different users varying levelsof perm

issions.

Topics in this

chapter

 Using the

AdministrationTab

 User Levels

Chapter 9

Administration and User Accounts

Using

the

AdministrationTab

To edit or create a user account:

1. On the Configuration Server, click the Administration

tab

2. To create a new user, click the Add User button .

3. To edit an existing user, select the user in the list and click the Edit User button .

4. Configure the followinginformation

 User Name — The

user’semail address. This is what they will use to log inwi

th.

 Title — Optionally, their

title.

 LastName — The

user’s

last

name.

 First Name — The

user’s

firstname

 User

Level

— The

user’sprivilege level. See UserLevels on page 85.

 User Folder — The folder the user is restricted to. SeeUser Levels on page 85.  Password — The password the user must use to log

in.

Optionally, click Generate Password to have a password generated automatically and emailed toth

user.

5. Click the Save button to save the

configuration

or the Reload button to refresh the screen.

Clickth

e Close button to close theform

iMCM User Guide rev.01

Using the Administration Tab

User

Levels

The User

Level

setting

determines

what each user can do. There are five different levels:

User

Level Privilege

Administrato

The highest level of access. Has access to

iMCM

Server Manager, can create other users, can create users onth

system, and has access to all features and functionality of iMCM.

Content Manager

Is assigned as the Manager of a Folder and all folders and files within thatfolder

- Cannot edit sensitive

parameters

of IProMOH

units.

- Can create and edit files and folders, view all reports as well as upload music

file

at the

iMCM

web server level.

Folder Manager

Is assigned as the Manager of a Folder and all folders and files within thatfolder

- Cannot edit sensitive

parameters

of IProMOH

units.

- Can create and edit files and folders, viewall reports, and upload audio files.

The main difference between the Content Manager and the Folder Manager, istha

the Folder Manager cannot upload audio files.

EndUs

Is assigned as a user at a specific folder level (and all folders within that folder).

- Can create and modify schedules with available audio files. enable anddisable schedules, and viewreports

- Cannot add additional audio files.

- Does not have access to advanced editing (copy, paste,

delet

e).

Reports Only

Has read-only access.

- Can only see schedule reports and has no editing capabilitieswhatsoever

The following table details exactly what each level can and cannotdo

Ability

ports

Only

End

User

Folde

Manager

Content

Manager

Administrator

DevicePropertie

Edit Device

Server



Edit TimeZone



EditFirmware



Edit StaleDate



Edit Check in Interval



Create iProMOHs



Chapter 9

Administration and User Accounts

Ability

ports

Only

End

User

Folde

Manager

Content

Manager

Administrator

Edit iProMOHVolu



Edit iProMOHTr

eble



Edit iProMOH Bass



Edit iProMOH Fade Level



AudioPropertie

Upload Audio Files



AdministratorPropertie

AddUser



DeleteUsers



Edit OtherUsers



ViewAdminPage



Folder

ViewNew AudioFolder



CreateFolder



Edit Root Folder (i.e IMCM Folder)



Edit Folder Tree (i.e. use

penci

on)



Restricted Folder View



Schedules

Edit Schedules



Create

Schedu

les



Enable Disabled

Schedu

les



Contact Lists

Create ContactLi

sts



iMCM User Guide rev.01

Using the Administration Tab

Ability

ports

Only

End

User

Folde

Manager

Content

Manager

Administrator

otifica

tions

CreateNotification



Report

ViewScheduleRepo



ViewCheck inRepo



ViewiProMOH Logs



ViewUser Logs



ViewReportPage



Conf

iguration

ViewConfigurationPage



Note:

Someitemswill be hidden in the

user

interfaceif the

user does

not

have

the correct privilege to

use

them

Chapter 9

Administration and User Accounts

Archiving

andLogging

This chapter describes how to use the Server Manager to configure archiving and logging

 Ar

chivin

 Configuring Logging

Setting

90 Chapter 10

Archiving and

Logging

Archiving

The Archiving tab lets you create and restore archives of all your music files, message files, and

sett

ings

Creating Archives

Manually

To create anar

chi

ve:

1. Select the Location where the archive should besave

2. Click Backup.

If you want to cancel the backup, click Cancel.

Creating Archives

Automatically

To automatically createarchives:

1. Select Enable in the Auto Backupsect

ion.

2. Select the Day and Time for the backup to be

made.

3. Click Save.

Restoring

Archives

To restore anarchive:

1. Select the archive in theli

st.

2. ClickRestore

Note:

This

overwritesthe existing

files

and setti

ngs

iMCM User Guide rev.01 91

Configuring Logging Settings

DeletingArchives

To delete abackup:

1. Select the archive in theli

st.

2. Click Delete

Configurin g Logging

Settings

The

iMCM

Server can save logs of various

operations.

(The logs are only for use by Interalia TechnicalSupport.

)

To configure the logging

sett

ings

1. Select the Logging

tab

2. For each service, set the logging level to either 0 or 1.

1 enables logging and 0 turns it off.

3. Click Saveto save the settings, Cancel to discard changes, or Default to revert to the default

settings.=

92 Chapter 10

Archiving and Logging

Updates

This chapter describes how to update new firmware andsoftware

Note:

For

information on

available

updates,please

contact

Interalia Technical

Support

Topics in this

chapter

 Uploading New

iProMOHFirm

ware

 Updating the Server M

nager

94 Chapter 11

Updates

Uploading New iProMOH

Firmware

Note:

Consult

with

Interalia Techn ical

Support before making

any

firmwarechange

To upload new firmware for the iProMOHs:

1. In the Server Manager, select the Firmwaretab

2. Click Install Firmware.

3. Browse to an iProMOH Firmware file

(.XMF)

an click Open.

Note:

This

only

makes

the firmware

available

on the

iMCMServer Manager The

deployment of the firmware is

managed

through theCo

nfigu

ration

Server,

wherean

iProMOH can

be added toafirmware upgrade

cycle

or be

excluded

completely from it.

See Deploying Firm warebelow

If you need to revert back and remove a firmwareupgr

ade:

1. Select the firmware upgrade in the Installed Firmware list.

2. Click Remove Firmware.

Deploying

Firmware

To deploy the new firmware to iProMOHs:

1. In a web browser, open the ConfigurationServer

2. Go to the folder where the iProMOHs to be updated arecont

ained.

Interalia iMCM User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual