Pelco VideoXpert Professional v 3.5 operations manual

VideoXpert Professional
v 3.5 Operations Manual
Document number:C6602M-G
Publication date:06/19
VideoXpert Professional v 3.5 Operations Manual
Table of Contents
Using VideoXpert Toolbox 7
Licensing Your System 10
Viewing the License Summary 10 Adding and Renewing Licenses 11 Manually Activating Licenses 11 Automatically Activating Licenses 12 Installing Entitlements After Restoring Your System 12
Managing the System 14
Adding Systems 14 Editing the System Validation 14 Removing a System 15
Discovering Devices 16
Finding Devices (Quick Discovery) 16 Finding and Adding Devices (Quick Discovery and Add) 16 Finding Devices (Advanced Discovery) 16 Adding an RTSP Device 17 Recognizing Device Credentials 17 Adding Credentials to a Device 18 Managing Devices on a System 18 Viewing Devices, Data Sources, or Alarms & Relays 21
Configuring the Rules Engine 26
Managing Rules 26 Managing Triggers 27 Managing Schedules 29 Managing Responses 31
Configuring Recording 34
Configuring a Recorder 34 Assigning Cameras to a Recorder 34 Adding a Recording Group to a Recorder 35 Creating a Recording Schedule for a Recording Group 35 Creating a Bump on Alarm Recording Schedule 36 Editing a Recording Group 37 Editing a Recording Schedule 37 Deleting a Recording Group 38 Deleting a Recording Schedule 38 Deleting a Recording Behavior (Trigger) 39
Managing Users and Roles 40
Understanding Internal and Restricted User Accounts 40 Creating a Role 40 Editing a Role 41 Duplicating a Role 42
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Deleting a Role 42 Viewing Details of a Role 42 Adding Users 42 Editing Users 43 Searching for Users 44 Assigning Roles 44 Resetting Passwords 44 Setting the User Password Expiration Policy 45 Deleting Users 46
Configuring VX System Settings 47
Configuring General Settings 47 Configuring Authentication 47 Configuring System Backups 52 Backing Up and Restoring the Database on VideoXpert Professional Systems 53 Configuring the SMTP Server 54
Using Monitor Walls 55
Creating a Monitor Wall 55 Editing a Monitor Wall 56 Deleting a Monitor Wall 56
Using Reports 58
Creating a Report Template 58 Editing a Report Template 59 Deleting a Report Template 59 Generating a Report Manually 60 Exporting a Generated Report 60 Deleting a Generated Report 60
Managing Events 61
Setting Event Log Retention Periods 61 Finding and Filtering Events 61 Viewing and Configuring Event Details 61 Viewing and Configuring Event Notifications 62
Using Maps 64
Preparing Your System for Maps 64 Creating a New Map 64 Viewing an Existing Map 65 Editing an Existing Map 65 Removing an Existing Map 66 Managing Permissions for Maps 66
Using VideoXpert Portal and VideoXpert Storage Portal 67
Using VxPortal 67
Accessing VxPortal 67 Configuring a Browser to Enable Single Sign-On in VxPortal 67 Changing the System Password in VxPortal 68 Viewing VideoSources and Bookmarks in VxPortal 68 Managing Exports 69
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Configuring the Server 70 Viewing Keyboard Shortcuts 70 Logging Out 70
Configuring Advanced Storage Using VideoXpert Storage Portal 70
Accessing the VideoXpert Storage Portal 70 Checking VideoXpert Storage Status 70 Generating and Downloading Storage Logs 71 Configuring the Server in VideoXpertStoragePortal 71 Using Volume Groups and Volumes 71 Viewing Storage Assignments 74 Changing the Password 74 Logging Out 75
Using VideoXpert OpsCenter 76
Installing and Configuring VxOpsCenter 76
Running the Application for the First Time 76 Setting Up Your Workstation 77 Reconfiguring Your Workstation 78 Configuring VX System Connections 79 Configuring Shared Display Mode 83 Configuring VxOpsCenter Kiosk Mode (Optional) 85
Logging In 86
Understanding User Account Types 86 Setting Your Display Language 86
Changing Your Workstation Account Password 88
Using the VxOpsCenter Interface 89
Adding Quick Access Icons to Mission Control 90 Using Context Menus 90 Using Tooltips 91 Using Watched By 92 Setting User Preferences 92
Using Tabs and Workspaces 95
Using Tab View Options and Modes 95 Configuring Tab View Options 95 Changing Tab Modes 96 Creating a New Tab 96 Opening a Saved Tab 97 Updating an Existing Tab 97 Changing Tab Layouts 97 Editing the Metadata of an Existing Tab 97 Creating a New Workspace 98 Opening a Saved Workspace 98 Updating a Saved Workspace 98 Editing the Metadata of an Existing Workspace 99 Deleting a Saved Tab from the System 99 Deleting a Workspace from the System 99
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Viewing a Monitor Wall 100
Working with Maps 100
Understanding Maps Permissions 101 Viewing a Map 101 Working In a Map 101 Setting User Preferences for Maps 102
Sending Views to Workstations or Shared Displays 103
Using View Launcher to Send Views to Workstations or Shared Displays 103 Using Quick Launch to Send Cells to Workstations or Shared Displays 104
Watching Video 105
Understanding Cell Borders 105 Responding to an Alarm in a Cell 106 Rotating the Camera 106 Viewing Analytics Overlays 106 Enabling and Disabling Audio 107 Expanding a Cell to Full-Screen 107 Watching Recorded Video With VideoXpert 107 Watching Recorded Video with Edge Storage 108 Using Pixel Search 108 Creating Bookmarks 109 Finding and Recalling Bookmarks 109 Editing, Unlocking, and Deleting Bookmarks 110 Synchronizing Video Playback 110 Creating a Live Sequence Mode 110 Creating an Alarm Sequence Mode 111 Editing Sequences 112 Pausing and Resuming Sequences 112 Setting up Snapshots 113 Taking Snapshots 113 Displaying Statistics 113 Measuring Latency1 113 Viewing and Filtering Sources 114 Managing Tags 114 Viewing Tags in the Selected Camera(s) Panel 115 Creating and Assigning Tags in the Selected Camera(s) Panel 115 Deleting Tags in the System Panel 116 Creating Folders in the Folders Panel 116 Renaming a Folder in the Folders Panel 116 Deleting a Folder in the Folders Panel 117 Playback Controls 117 Controlling Cameras (PTZ) 118
Using Investigation Mode 121
Entering Investigation Mode 121 Using Investigation to View Video Stored on a Camera's Local Storage 122 Using Auto-backfill Recording Gaps 123 Creating Clips 123
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Creating a Playlist 124 Previewing and Editing Playlists 124 Exporting a Playlist 124 Encrypting Export Files 125
Using the Export Archive 126
Downloading Exports 126 Editing an Export Name 126 Deleting One or More Exports 127
Working with Plugins 128
Installing Plugins 128 Adding a Plugin to Your Workstation 128 Using the Event Viewer Plugin 128 Using the Image Viewer Plugin 129 Using the Legacy Mapping Plugin 130 Using the Web Browser Plugin 133 Using the Access Control System Viewer Plugin (Optional) 133 Using the VideoXpert Plates ALPRPlugin 135 Closing a Plugin 141
Responding to Events 142
Using the Event Viewer 142 Using the Event Notifications Dialog Box 142
Logging Out 144
Closing the Application 145
Appendix A:Working With Permissions 146
Understanding Permission Resource Restrictions 146
Using Plugin Permissions 146
Using Supervision and Reports Permissions 147
Using Device Management Permissions 147
Using User Management Permissions 148
Using Event Management Permissions 148
Using System Management Permissions 148
Using Surveillance Permissions 149
Using Investigation Permissions 150
Using Special Case Permissions 150
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Using VideoXpert Toolbox

Performing Initial VideoXpert Server Configuration Using VxToolbox

VideoXpert Enterprise and VideoXpert Professional each come with a time-limited trial license. During this trial, you have access to all VideoXpert features, and you can ignore the Licensing tab within VideoXpert.
To use VideoXpert beyond the trial, you must apply a license to the server. Licensing requires either an Internet connection on the VideoXpert server itself, or access to a separate computer with Internet access.
1. After installing VideoXpert, click Configure or run VxToolbox for the first time on your system.
2. For VideoXpert Professional systems, in the VideoXpert Basic System Setup dialog box, type values in the Company Name and Name Your System fields, and then click Save.
3. For VideoXpert Professional system only, perform steps in the section titled Configuring General
Settings.
4. Perform the steps in the section titled Adding Systems.
5. For VideoXpert Professional systems, set the VxToolbox password:
a.
Click the menu icon ( ), and then click Set VxToolbox Password.
b. Type a value in the Password and Reset Password fields.
c. Click Save.
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Logging Out

1.
Click the menu icon ( ), and then click Exit.
2. In the Exit confirmation dialog box, click Exit.
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Changing the VxToolbox Password

When starting VxToolbox, the application requests credentials. These credentials are local to the workstation and your VxToolbox installation; they do not log you in to any system or camera. Rather, your VxToolbox credentials protect your settings and the credentials for the individual cameras and systems you want to access from other users on the same workstation.
After logging in to VxToolbox, you can add systems with independent credentials, and pass credentials to cameras requiring them (closed authentication or third-party cameras).
Because your local VxToolbox environment may connect you to multiple systems and cameras, it is recommended that you protect your credentials and log out when you have finished using the application.
To change your VxToolbox password:
1.
Click the menu icon ( ), and then select Change VxToolbox Password.
2. In the Account Settings dialog box, enter a new password, and then click Save Changes.
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Licensing Your System

VideoXpert is licensed for the system, for upgrades, and by channel--the video streams you view and record. It comes with one (1) license to start. A Lite license (VideoXpert Professional only) has four (4) channels, and a Demo license has unlimited channels. These are active only the first time you install the software, or if the software was pre-installed, the first time you start up the system. You must license additional channels to view or record additional streams.
You can license the system automatically or manually.
l Manual licensing allows you to license a system that does not have an Internet connection. See the
section titled Manually Activating Licenses
l Automatic licensing requires your VideoXpert system to be connected to the Internet and have
access to the Pelco licensing server. See the section titled Automatically Activating Licenses.
If one or more licenses associated with the VideoXpert system are nearing or past the expiration date and require renewal, a warning dialog box will open. The dialog box lists the affected license(s) and the expiration date.
Note:You can also view your current licenses at any time. See section titled Viewing the License
Summary.
For assistance, contact Pelco Product Support at 1-800-289-9100 (USA and Canada) or+1-559-292-1981 (international).

Viewing the License Summary

Entitlements are associated with licenses. A license might be a consolidation of several entitlements. To view licenses:
1. Open VxToolbox and click the Licensing tab.
2. In the License Summary table (bottom panel), view the list of licenses. For each license:
l The license Name is listed. Unactivated Entitlements are listed as one license with the name
Pending. The names in the License Summary table correspond to the names in the Entitlements table.
l The Total column lists how many licenses and channels (sources) are included.
l The In Use column identifies how many of the licenses and channels are in use.
l The Remaining column identifies how many of the licenses and channels are not currently in
use.
If one or more licenses are nearing expiration, three warning icons appear in the Licensing Summary area of the Licensing page:
l On the right of the Licensing tab, itself
l In the left panel, to the left of the license Name
l In the top of the Details (right) panel
Hover over any of these warning icons to display (the same) relevant information.
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Click Details to Display license extension details:
l View the current SUPexpiration information, the number of channels on the VXSystem, and
information about extending the SUP.
l If the SUP is expiring soon, instruct the system to use existing information to build an estimated
price quote. If the necessary system variables cannot be retrieved, a default message is displayed instead of a quote.
For assistance, contact Pelco Product Support at 1-800-289-9100 (USA and Canada) or +1-559-292-1981 (international).

Adding and Renewing Licenses

When you are notified that one or more licenses are expiring or have expired, when you see the warnings in the License Summary area of the Licensing page, purchase a Software Update Plan (SUP).
l SUPs are purchased in units of "channel-years".
l One channel-year represents the use of one (1)licensed channel for one (1) year.
l Channel-years are usually purchased in such a way as to allow each channel on the system to be
licensed for a period of several years. For example:a system with 40 channels will need to purchase 80 channel-years to extend the SUP by two (2) years.
l Integration licenses are combined to provide the longest time before expiration.
For example: where appropriate, two one-year integration licenses will be recognized as a single license that expires in two (2) years.
l Adding channels to or removing channels from the system adjusts the expiration date of the
licenses to reflect how long it will take the connected channels to use the remaining channel-years.
l If your licenses expired before you renew them, part of your SUP is used to backfill the period of
time when the previous SUP/licenses had lapsed.
When licenses expire, all associated features are disabled until new licenses are installed or until the existing licenses are renewed. If the SUPhas expired, you cannot upgrade the system until the SUP is purchased or renewed.
For assistance, contact Pelco Product Support at 1-800-289-9100 (USA and Canada) or +1-559-292-1981 (international).

Manually Activating Licenses

For manual licensing, you must have your activation ID and a separate computer with access to the licensing server at http://licensing.pelco.com. During the manual licensing process, you will need to transfer your Licensing Request File to a computer with Internet access during the activation process. If you received multiple activation IDs for VideoXpert products, you must complete the process below for each individual activation ID.
As a part of this process, you will download an Entitlement Request File and a Entitlement File; both files are specific to the product for which they were requested. It is recommended that you rename both files to reflect the system for which they are intended to prevent confusion during the licensing process.
1. Open VxToolbox and click the Licensing tab.
2.
At the lower right corner of the Entitlements table (top panel), click the Add License icon ( ).
3. Enter your activation ID in the Activation ID box.
4. If necessary, click to deselect the checkbox to Automatically activate online.
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5. You will be prompted to save an activation request .bin file. Select a folder (optional) type in a file name, and then click Save. An Entitlement Request File (named either what you typed in or the same name as the Activation
ID) with a .bin extension is downloaded to your computer.
6. Click Enter.
l The Entitlement Pending status message appears at the top of the Entitlements table.
l An entitlement named Pending will be listed in the table. At the far right of the Pending
entitlement row will be two icons: Download a new request (.bin) file ( ) and Remove this
activation ID ( ).
7. On a system connected to the Internet, open a new browser window or tab and go to the Pelco licensing server at http://licensing.pelco.com.
8. Under Login, click to select logging in With User Name, With Entitlement Id, or With Activation
Id. You can also register as a New User.
9. Enter your credentials, and then click Login to access the Pelco licensing server.
10. Click the Manage Devices tab, and then click Generate License The Entitlement File, named
response.bin, will be downloaded to your computer. Copy the file and save it to the system on which
you are hosting VxToolbox.
11. Return to the Licensing page within VxToolbox.
12. Click Choose file under the Entitlements section.
13. Select your Entitlement File (response.bin), and then click Open.
14. Click Import License File.
When the process is complete, VxToolbox will display the installed license(s) in the Entitlements table.

Automatically Activating Licenses

If your system has an active Internet connection with access to http://licensing.pelco.com, you can automatically activate licenses for your system.
1. Open VxToolbox and click the Licensing tab.
2.
At the lower right corner of the Entitlements table (top panel), click the Add License icon ( ).
3. Enter your activation ID in the Activation ID box.
4. If necessary, click to select the checkbox to Automatically activate online.
5. Click Enter. The system logs in to the Pelco licensing server and performs several tasks. Do not navigate away from this page until you see the Add License dialog box.
6. Click OK.
VxToolbox will display the installed license(s) in the Entitlements table.

Installing Entitlements After Restoring Your System

It is highly recommended that you back up your system and save the response file used to apply your initial entitlement.
l If restoring your system after uninstalling VideoXpert, you can re-apply your initial entitlement or
license.
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l If you re-image your system, you cannot apply your previous entitlement. If you have re-imaged your
system, contact Pelco Product Support at 1-800-289-9100 (USA and Canada) or+1-559-292-1981 (international) for assistance.
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Managing the System

For VideoXpert Enterprise, you must perform certain administrative actions from VxPortal; but for VideoXpert Professional, you can perform all administrative actions from VxToolbox. For all VideoXpert Systems, VxToolbox provides a single interface from which to manage and configure both cameras and your VideoXpert Systems. From VxToolbox, you can manage any system that you can access by IP address.
Selecting a system (by name) from the VX System menu allows you to configure that system; the settings you see are relevant to the system, and any discovery operations you perform are issued directly from that system.
Use the VX System menu to switch between various VideoXpert systems.

Adding Systems

VxToolbox allows you to administer systems remotely. To add a system to VxToolbox, you must have network access to the system and your user account must be assigned the administrative role.
1. Access the Add a new VX system dialog box by one of these methods:
l
Click the menu icon ( ) at the upper right corner of the window, click Manage VX System
Connections, and then click the Add a new VX System icon ( ).
l At the upper left corner of the window, use the VX System drop-down menu to select Add a VX
system.
2. Enter an IP address in the Server Address field.
3. Enter a value in the Server Port field, or use the default port.
4. Enter the Admin Username and Password for the system you are adding.
5. If an SSL/TLS certificate has been uploaded and configured, click to select the checkbox for Check
SSL/TLS Certificate... to validate the certificate.
6. Click Add.
7.
Click the at the top left of the Manage VX System Connections window to close it.

Editing the System Validation

You can change whether the SSL/TLS certificate is validated when connecting to a system from VxToolbox. Editing a system only affects your settings within your local VxToolbox installation.
1.
Click the menu icon ( ) at the upper right corner of the window, and then click Manage Vx System
Connections.
2. Select the system you want to edit.
3. In the right panel of the Manage Vx System Connections window, view the system connection information.
4.
Click the Edit VX System icon ( ) to edit system settings.
a. Enter the Admin Username.
b. Enter the Password.
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c. Click to select or deselect the checkbox for Check SSL/TLS Certificate...
5. Click Save.
6. In the Update dialog box, click OK.
7.
Click the at the top left of the Manage VX System Connections window to close it.

Removing a System

You can remove a system from VxToolbox. It can be re-added at any time.
1.
Click the menu icon ( ) at the upper right corner of the window, and then click Manage Vx System
Connections.
2. Select the system you want to remove.
3.
Click the Delete icon ( ) to remove the system.
4. In the Delete System dialog box, click OK to confirm the deletion.
5.
Click the at the top left of the Manage VX System Connections window to close it.
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Discovering Devices

VxToolbox can search the local network or the network belonging to any particular VideoXpert system for devices, or you can add devices manually to the VxToolbox list. Through VxToolbox, you can manage device settings for all the devices on the network, without having to go to individual device interfaces.
VxToolbox can discover Pelco cameras or third-party cameras supporting ONVIF.
Note:You must be connected to a VideoXpert system to add devices to the system.

Finding Devices (Quick Discovery)

Use Quick Discovery to discover devices, but not add them. If you use Quick Discovery, you must add devices manually. Alternatively, use the Quick Discovery and Add option described in the section titled Finding and Adding Devices (Quick Discovery and Add). To use Quick Discovery, click Devices, and then do one of the following:
l
Click the Quick Discovery icon ( ) to perform a quick search for devices.
l
Click the Advanced Discovery Options icon ( ) to the right of the Quick Discovery icon, and then click Quick Discovery.

Finding and Adding Devices (Quick Discovery and Add)

1.
Click Devices, and then click the Advanced Discovery Options icon ( ) to the right of the Quick
Discovery icon.
2. Click Quick Discovery and Add. All Devices and Data Sources that are discovered by VxToolbox are added to the VX System to which you are connected.
3. If the Recorder Assignment dialog box opens, assign the third-party devices to a recorder.
a. Select an option from the Select Recorder drop-down menu.
b. Click Add.
c. If the devices cannot be added to the VX System, the Operation Failure dialog box opens.
Make a note of the information in the box, click OK, and then try to add the devices to a different recorder. If necessary, contact Pelco Customer Support.

Finding Devices (Advanced Discovery)

Using Advanced Discovery, you can search for devices by protocol type or you can add individual devices by IP address. You may want to add devices that do not support ONVIF or Pelco discovery methods using the IP address.
1.
Click Devices, and then click the Advanced Discovery Options icon ( ) to the right of the Quick
Discovery icon.
2. Click Advanced Discovery.
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3. To use Quick Discovery, but specify using either SSDP (Simple Service Discovery Protocol) or WS-Discovery (Web Services Dynamic Discovery):
a. From the Discovery Method drop-down menu, select Quick Discovery.
b. Click to select or deselect the checkbox for SSDP.
c. Click to select or deselect the checkbox for WS-Discovery.
d. (Optional) Click to select the checkbox for Add discovered devices to the VX system.
4. If you want to discover devices by IP address or hostname:
a. From the Discovery Method drop-down menu, select Discover by IP or Hostname.
b. Enter a value in the Host field.
c. (Optional) Enter a value in the Port field.
d. (Optional) Type values in the Username and Password fields.
e. (Optional) Click Add Host Address, and repeat the previous three steps.
f. (Optional) Click to select the checkbox for Add discovered devices to the VX system.
5. Click Discover.
Note:While this feature adds devices to the system, it does not commission them. To commission the devices, add them, then select them, right-click a device that is selected, and then click
Commission.

Adding an RTSP Device

To add a device that uses RTSP:
1.
Click Devices, and then click the Advanced Discovery Options icon ( ) to the right of the Quick
Discovery icon.
2. Click Add RTSP Device.
3. Type a value in the Device Name field.
4. (Optional) Click to select the checkbox for Set Credentials, and then enter values in the Username and Password fields.
5. Enter a value in the URI field.
6. (Optional) Click Add Another URI to this Device, and then enter a value in the URI field.
7. When you have added all URIs, click Create.

Recognizing Device Credentials

Some devices require credentials for you to access their video or change their settings. The Authentication status column provides the status of each device, using the following icons:
Icon Description
Device requires authentication.
Device does not require authentication.
VxToolbox has authenticated to this device.
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Icon Description
This device is authenticated in VxToolbox, but not on the system with which it is associated. Click the icon to attempt to authenticate the device with the system.
This device is authenticated on a particular system with which it is associated, but not in VxToolbox. You must first authenticate to view and/or edit the device.

Adding Credentials to a Device

To add credentials to a device:
Click Devices.
1. Select the device requiring credentials.
2. Enter credentials in the appropriate fields, and then click Submit.

Managing Devices on a System

You must add a device to VideoXpert to make it visible within the system and to manipulate device settings. VxToolbox enables you to add a device or change device settings.
You must commission a device to view its video or to use its video or resources within VideoXpert. VideoXpert typically commissions devices automatically when you add them to the system. In many cases, commissioning a device requires a license; the type of license required depends on the type of device you are commissioning.
Add or commission operations are available from the Devices tab for the selected system. Commissioning information is shown in the Added/Commissioned ( ) column; you can expose this column by selecting
Added/Commissioned from Show Data Columns in the filtering panel.
Symbols in the Added/Commissioned column are:
Icon Status
Not added; not commissioned
Added; not commissioned
Added; commissioned
Adding and Commissioning Devices
VxToolbox will only provide adding and commissioning options applicable to the camera(s) you have selected. Add and Commission operations are relevant to the system you have selected from the VX
System menu.
1. In the center panel of the Devices tab, select the devices you want to add and commission.
2. Perform one of the following steps:
l Right-click the device, and then select Add and Commission to [VX System name].
l Click to select the device, and then click the Add, Commission, and Assign Cameras to a
recorder icon ( ) at the lower right of the center panel.
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l
Click to select the device, click the Addition, Commission and Assignment options icon ( ), and then click Add and Commission to [VX System name].
3. If the Authentication Notice dialog box opens, follow the instructions in the dialog box.
4. If the Recorder Assignment dialog box opens, select a recorder from the drop-down menu, and then click Add.
The icon for the device changes from Not added; not commissioned ( ) to Added; commissioned (
).
Adding Devices Without Commissioning
The Add operation is relevant to the system you have selected from the VX System menu.
1. In the center panel of the Devices tab, select the devices you want to add.
2. Perform one of the following steps:
l Right-click the devices, and then select Add to [VX System name].
l
Click the Addition, Commission and Assignment options icon ( ), and then click Add to [VX
System name].
3. If the Recorder Assignment dialog box opens, select a recorder from the drop-down menu, and then click Add.
The icons for the devices change from Not added; not commissioned ( ) to Added; not
commissioned ( ).
Commissioning Devices that were Added Previously
VxToolbox will only provide commissioning options applicable to the camera(s) you have selected, and which were already added. Commission operations are relevant to the system you have selected from the
VX System menu.
1. In the center panel of the Devices tab, select the devices you want to commission.
2. Perform one of the following steps:
l Right-click the devices, and then select Commission.
l
Click the Addition, Commission and Assignment options icon ( ), and then click
Commission.
The icons for the devices change from Added; not commissioned ( ) to Added; commissioned (
).
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Decommissioning Devices
VxToolbox can decommission the camera(s) you have selected, on system you have selected from the VX
System menu.
1. In the center panel of the Devices tab, select the devices you want to decommission.
2. Perform one of the following steps:
l Right-click the devices, and then select Decommission.
l
Click the Addition, Commission and Assignment options icon ( ), and then click
Decommission.
The icons for the devices change from Added; commissioned ( ) to Added; not commissioned (
).
Replacing a Camera
If you are upgrading from an existing camera to a new one, or replacing a broken camera, VxToolbox enables you to select the existing and new cameras, and make the replacement. Replacing a camera allows you to transfer preconfigured settings (including camera name, tags, and recording schedules) from one camera to another.
1. If you have not already done so, ensure that the existing camera is offline (for example:turn off the camera).
2. If you have not already done so, add and commission the replacement camera. See the chapter titled Discovering Devices.
3. In the center panel of the Devices tab, select the camera that you will replace.
4. Right-click the camera, and then click Replace Camera.
5. In the Select Replacement Camera for dialog box, (optional) use the search field to help you locate the replacement camera, click to select the replacement camera, and then click Replace.
6. Read the information in the Replace Camera confirmation dialog box, and then click OK.
Removing Devices
After a device is discovered, it will persist in the system’s device registry until it is removed, even if the device no longer exists on the network.
Removing a device will prevent you from retrieving any associated recordings through VideoXpert Storage. To preserve access to recordings on VideoXpert Storage devices, decommission the devices until video for the device has expired or you are sure you will no longer need to access recordings for the device, then remove the device.
From VxToolbox, you can remove the device(s) you have selected, on the system you selected from the
VX System menu.
1. In the center panel of the Devices tab, select the devices you want to remove.
2. Perform one of the following steps:
l Right-click the devices, and then select Remove.
l Right-click the devices, and then click the Remove cameras from the list and/or VX System
icon ( ) at the bottom right of the center panel.
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l
Right-click the devices, click the Addition, Commission and Assignment options icon ( ), and then click Remove.
3. In the Remove Device(s) confirmation dialog box, click OK. The devices are removed from the list. They can be discovered again at any time.

Viewing Devices, Data Sources, or Alarms & Relays

The audio and video sources produced by a device (for example, a camera) are referred to as data
sources.
A device can have more than one data source. For example, a multi-channel encoder may have multiple cameras connected to it, each with its own data source; a camera may have a microphone, producing audio and video data sources.
A device can have one or more alarms and relays, depending on the device. For example: an encoder typically has one alarm and one relay per device channel; a camera might have only one alarm and one relay for the device. Alarms are configured and relays are enabled on the Devices page.
l To view all devices on the system, in the View field drop-down menu, at the top of the center panel,
select Devices.
l If a device and its data sources are distinguishable, you can see the individual data sources, alarms,
and relays. To see the data sources, alarms, and relays that are associated with a specific device:
a. In the View field drop-down menu, select Devices.
b. Click to select a device (camera).
c.
Click the expand icon ( ) to the left of the device.
Data sources, alarms (if any) and relays, (if enabled) are listed directly below the device.
l To view all data sources on the system, in the View field drop-down menu, at the top of the center
panel, select Data sources.
l To view the list of alarms and relays on the system, in the View field drop-down menu, at the top of
the center panel, select Alarms & Relays.
You can determine the status of an alarm or relay by the icons in the State column.
Icon State
Alarm is active
Alarm is inactive
Relay is active
Relay is inactive
You can determine whether an alarm or relay is enabled or disabled by the icons in the Enabled column.
Icon Enabled
Yes
No
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Finding and Filtering Existing Sources
Use filtering options to show the devices and data sources relevant to you within the system or environment you have selected. Filters appear in the left-most panel of the Devices tab and in some other tabs.
l Click to expand, and then enter values in, the Filters Devices field to filter by criteria including the
device name, ID, model, IP address, serial number, vendor, or software version.
l Click to expand, and then click to select and deselect checkboxes in, the Filter by Type area.
l Click to expand, and then click to select and deselect checkboxes in, the Filter by Status area.
l Click in the Filter by Tags field, and type in or select a tag for which to filter. Tags are set in
VxOpsCenter. Refer to the VxOpsCenter User Guide for more information.
l Click Reset Filters to clear the filters.
Controlling the Columns Displayed in the Devices Window
On the Devices page, in the left panel, below the filter areas, click to select and deselect checkboxes in the
Show Data Columns area.
Viewing the License Summary
On the Devices page, in the left panel, below Show Data Columns, click to expand License Summary. View the system license information.
Viewing and Configuring Device Information
If you have the proper credentials, from VxToolbox, you can view information for and configure some settings on a device that you have selected, on the system you selected from the VX System menu.
1. In the center panel of the Devices tab, select the device you want to configure. Information specific to the device is presented in the right panel. If the device has been authenticated in VxToolbox, you will see the current view from the device, and status information.
2.
(Optional)Click the Web View icon ( )to the right of the device name to view the device control panel and make changes there.
Note:
You must have permissions for the device in order to make any changes.
3. If necessary, to authenticate the device, enter correct values in the Username and Password fields, and then click Submit.
Note:
You must provide a valid username and password in order to update the device
configuration using VxToolbox.
4. (Optional) To view and update Device Information:
a. Click to expand DeviceInformation. All available device information is listed, and might
include:name, hostname, IPaddress, port, MACaddress, vendor, and model. Information varies based on the device type.
b.
Click the Edit icon ( ) to the right of Device Information.
c. In the Settings Editor dialog box, enter correct values into the fields. For example:Type values
into the Name, Hostname, IPAddress, and Port fields; and click to select or deselect the checkbox for Apply name to Data Sources.
d. Click Save Changes.
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5. (Optional)To view and update the VideoConfiguration, if present:
a. Click to expand Video Configuration.
b. Continue clicking to expand the items listed under Video Configuration, and then the primary or
secondary stream or smart compression settings to view. Depending on the device:
l If there are primary and secondary streams, the stream information might include:device
name, encoding, profile, GOP, maximum bitrate, resolution, frame rate, multicast address, and multicast port.
l The smart compression information includes:the compression level, and weather each
stream has dynamic GOPenabled.
c.
Click the Edit icon ( ) to the right of the primary or secondary stream or the smart
compression listing.
d. If you are updating the primary or secondary stream, in the Settings Editor dialog box, enter
correct values into the fields. For example:Type in or select from the drop-down menus a stream Name, Encoding , Profile, GOP, Rate Control, Max Bitrate, Resolution, and Frame
Rate.
e. If you are updating the smart compression settings, in the Settings Editor dialog box:
l Select the appropriate value from the drop-down menu in the Level field.
l Click to select or deselect the Primary Stream Dynamic GOPEnabled checkbox. If you
selected this checkbox, enter a value in the Primary Stream Max GOPLength field— either by using the up and down arrows or by typing in a value.
l Click to select or deselect the Secondary Dynamic GOPEnabled checkbox. If you
selected this checkbox, enter a value in the Secondary Stream Max GOPLength field— either by using the up and down arrows or by typing in a value.
f. Click Save Changes.
6. (Optional) To view and update Analytics, if present:
a. Click to expand Analytics.
b. Continue clicking to expand individual items listed under Analytics.
c.
If there is a setting to edit, click the Edit icon ( ) to the right of the information.
d. In the Edit [analytics name] Settings for [device name] dialog box:
– Select the appropriate radio buttons. If you chose On Camera, click Edit camera settings
in browser, make the appropriate changes, and then click Done.
– Use the slider bar to select a value for Contrast Sensitivity.
– Use the icons under the device image to view information Live, Jump Back 30 Seconds (
), Jump to Specific Date/Time ( ), or Jump to Now ( ).
– When you are finished in this dialog box, click Done.
7. (Optional)To view and update Alarms, if present:
a. Click to expand Alarms.
b. Continue clicking to expand individual items listed under Alarms. All available alarm
information is listed, and might include:state, name, description, ID, and type. Information varies based on the alarm type.
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c.
Click the Edit icon ( ) to the right of the alarm item to update.
d. In the Settings Editor dialog box, enter all appropriate values. For example: type values in the
Name and Description fields, and then select a value from the drop-down menu in the Type
field.
e. Click Save Changes.
8. (Optional)To view and update Relays, if present:
a. Click to expand Relays.
b. Continue clicking to expand individual items listed under Relays. All available relay information
is listed, and might include: status, state, name, description, and ID. Information varies based on the device type.
c. To activate or deactivate the relay, click Activate or Deactivate under STATE.
d.
Click the Edit icon ( ) to the right of the relay item to update.
e. In the Settings Editor dialog box, enter all appropriate values. For example:select a value from
the drop-down menu in the Status field, and then type values in the Name and Description fields. You cannot update the ID from this dialog box.
f. Click Save Changes.
9. (Optional)To view and update Recording and Retention, if present:
a. Click to expand Recording and Retention.
b.
Click the Edit icon ( ) to the right of Recording and Retention.
c. In the Recording Retention Limits dialog box, click to select the radio button for the appropriate
retention limit. If you select Manual Retention Limit, enter a value from the Delete unlocked
recordings after [#] days field—either by using the up and down arrows or by typing in a value.
d. Click Save.
10. (Optional)To view and update System information, if present:
a. Click to expand System.
b. Continue clicking to expand individual items listed under System.All available system
information is displayed, and includesfirmware version and time settings.
c. To update the firmware: click to expand FIRMWARE; click Update Firmware; in the Update
Firmware dialog box, double-click the firmware file.
d. To reboot the system:click to expand MAINTENANCE, click Reboot, and then click OK.
e. To backup or restore the system: click to expand BACKUP &RESTORE, and then click either
Backup or Restore.
11. (Optional)To view Tags, if present:
a. Click to expand Tags.
b. Continue clicking to expand individual items listed under Tags.
12. (Optoinal)To create a User, if the option is present:
a. Click to expand User.
b. Type values in the Username, New Password, and Re-type Password fields.
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c. Click Save.
13. (Optional)To view and update the device Driver, if present:
a. Click to expand Driver.
b.
Click the Edit icon ( ) to the right of Driver.
c. In the Setting Editor dialog box, select a value from the drop-down menu in the System Driver
field.
d. ClickSave Changes.
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Configuring the Rules Engine

The Rules tab allows you to configure events generated by a source to trigger a response. Rules can have one or more triggers, zero or more schedules, and one or more responses. There can be multiple rules on the system.

Managing Rules

Use VxToolbox to create, duplicate, edit, or delete rules in the rules engine.
Creating a Rule
1. Click the Rules tab.
2.
In the left panel, click the Create a new Rule icon ( ). The Edit Mode (right) panel is activated.
3. Enter a value in the Name of Rule field.
4. Click to select the radio button for Active or Inactive.
5. Add one or more triggers for the rule. See the section titled Adding a Trigger.
6. (Optional) Add one or more schedules to the rule. See the section titled Adding a Schedule.
7. Add one or more responses to the rule. See the section titled Adding a Response.
8. When you have finished configuring triggers, schedules, and responses, click Save.
Duplicating a Rule
To use an existing rule as a starting point to create a new rule:
1. Click the Rules tab.
2. (Optional) In the left panel, enter a value in the Search Rules field to filter the rules.
3. Click to select the rule to duplicate.
4.
Click the Duplicate the selected Rule icon ( ). The Edit Mode (right) panel is activated.
5. Enter a value in the Name of Rule field.
6. Click to select the radio button for Active or Inactive.
7. (Optional) Add, duplicate, edit, or delete one or more triggers for the rule. See the sections titled
Adding a Trigger, Deleting a Trigger, Editing a Trigger, and Deleting a Trigger.
8. (Optional) Add, create a copy of, edit, or delete one or more schedules for the rule. See the sections titled Adding a Schedule, Creating a Copy of a Schedule, Editing a Schedule, and Deleting a
Schedule.
9. (Optional) Add, duplicate, edit, or delete one or more responses for the rule. See the sections titled
Adding a Response, Duplicating an Existing Response, Editing a Response, or Deleting a Response.
10. When you have finished configuring triggers, schedules, and responses, click Save.
Editing an Existing Rule
1. Click the Rules tab.
2. (Optional) In the left panel, enter a value in the Search Rules field to filter the rules.
3. Click to select the rule to edit.
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4.
Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
5. Click to select the radio button for Active or Inactive.
6. (Optional) Add, duplicate, edit, or delete one or more triggers for the rule. See the sections titled See the sections titled Adding a Trigger, Deleting a Trigger, Editing a Trigger, and Deleting a Trigger.
7. (Optional) Add, create a copy of, edit, or delete one or more schedules for the rule. See the sections titled Adding a Schedule, Creating a Copy of a Schedule, Editing a Schedule, and Deleting a
Schedule.
8. (Optional) Add, duplicate, edit, or delete one or more responses for the rule. See the sections titled
Adding a Response, Duplicating an Existing Response, Editing a Response, or Deleting a Response.
9. When you have finished editing triggers, schedules, and responses, click Save.
Deleting a Rule
1. Click the Rules tab.
2. In the left panel (list of rules), click the rule to delete.
3.
Click the Delete the selected Rule icon ( ).
4. In the confirmation dialog box, click Delete.

Managing Triggers

Add, duplicate, edit, or delete triggers from a rule to control the type of events that will trigger one or more responses.
Adding a Trigger
To add an entirely new trigger to a rule:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3.
Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4.
In the Triggers panel, click the Add New Rule Trigger icon ( ).
5. (Optional) In the Select an Event to trigger this Rule dialog box, narrow the list of events. To do so, you can select a category from the Show drop-down menu; you can also type a value in the Search field.
6. In the Select an Event to trigger this Rule dialog box, click to select an event.
7. In the Select Event Sources to limit this Trigger for Rule dialog box, click to select the appropriate radio button. The options vary depending on the trigger you have chosen. If you are prompted to do so, make any other necessary selections, and then click Save.
8. When you have finished configuring the rule, click Save.
Duplicating a Trigger
To use an existing trigger as a starting point to create a new trigger:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3.
Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
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4. In the Triggers panel, click to select a trigger to duplicate.
5.
Click the Duplicate Rule Trigger icon ( ).
6. (Optional) Edit the When this event settings, associated with the duplicate trigger:
a.
In the When this event column, click the edit icon ( ) in the appropriate trigger.
b. (Optional) In the Select an Event to trigger this Rule dialog box, narrow the list of events. To do
so, you can select a category from the Show drop-down menu; you can also type a value in the
Search field.
c. Click to select the event.
d. Click Save.
7. (Optional) Edit the is generated by settings, associated with the duplicate trigger:
a.
In the is generated by column, click the edit icon ( ) in the appropriate trigger.
b. In the Select Event Sources to limit this Trigger for Rule dialog box, click to select the
appropriate radio button. The options vary depending on the trigger you have chosen. If you are prompted to do so, make any other necessary selections, and then click Save.
8. When you have finished configuring the rule, click Save.
Editing a Trigger
To use an existing trigger as a starting point to create a new trigger:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3.
Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. In the Triggers panel, click the trigger to edit.
5. (Optional) Edit the When this event settings, associated with the duplicate trigger:
a.
In the When this event column, click the edit icon ( ) in the appropriate trigger.
b. (Optional) In the Select an Event to trigger this Rule dialog box, narrow the list of events. To do
so, you can select a category from the Show drop-down menu; you can also type a value in the
Search field.
c. Click to select the event.
d. Click Save.
6. (Optional) Edit the is generated by settings, associated with the duplicate trigger:
a.
In the is generated by column, click the edit icon ( ) in the appropriate trigger.
b. In the Select Event Sources to limit this Trigger for Rule dialog box, click to select the
appropriate radio button. The options vary depending on the trigger you have chosen. If you are prompted to do so, make any other necessary selections, and then click Save.
7. When you have finished configuring the rule, click Save.
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Deleting a Trigger
If a trigger is no longer needed, delete it.
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3.
Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. In the Edit Mode panel, click to select the trigger to delete.
5. Do one of the following:
l
Click the at the left of the trigger entry.
l
Click the delete icon ( ).
6. When you have finished configuring the rule, click Save.

Managing Schedules

You can set one or more schedules to limit the times during which an event triggers a response; or you can leave the Schedules panel unpopulated to allow the trigger/response combination at all times.
Adding a Schedule
To create an entirely new schedule:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3.
Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4.
At the bottom of the Schedules panel, click the Edit Rule Schedules icon ( ).
5.
Click to select the Add a new schedule icon ( ).
6. In the Create Schedule dialog box, enter a value in the Display Name field.
7. Click to select the radio button for the increments.
8. (Optional) Click to select the checkbox for 24-Hr.Time.
9. Click and drag in the calendar to select the times.
10. (Optional) Click to select the checkbox for Within limited date range, if you selected Within limited
date range, you must also select the Start on and End after values.
11. Click Add.
12. In the Select Schedules for Rule dialog box, click to select the checkbox for the schedule to apply to the rule.
13. When you have finished configuring schedules, click Save Changes.
14. When you have finished configuring the rule, click Save.
15. (Optional) To quickly view the scheduled times, click to select the schedule, and then click the View
selected Rule Schedule icon ( ). Click outside the calendar to close it.
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Creating a Copy of a Schedule
To use an existing schedule as a starting point to create a new schedule:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3.
Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4.
Click the Edit the selected Schedule icon ( ).
5. Click to select (highlight) the schedule to copy.
6.
Click the Create a copy of the selected Schedule icon ( ).
7. In the Duplicate Schedule dialog box, enter a new value in the Display Name field. If you do not enter a new value, the schedule will be saved as [Original name] - Copy.
8. Click to select the radio button for the increments.
9. Click to select or deselect the checkbox for 24-Hour Time.
10. Click and drag in the calendar to select the times.
11. Click to select or deselect the checkbox for Within limited date range, if you select Within limited
date range, you must also select the Start on and End after values.
12. Click Add.
13. When you have finished configuring schedules, click Save Changes.
14. When you have finished configuring the rule, click Save.
15. (Optional) To quickly view the scheduled times, click to select the schedule, and then click the View
selected Rule Schedule icon ( ). Click outside the calendar to close it.
Editing a Schedule
To edit an existing schedule:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3.
Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. Click to select (highlight) the schedule to edit.
5.
Click the Edit Rule Schedules icon ( ).
6. In the Select Schedules for Rule window, click to highlight the schedule to edit.
7.
Click the Edit the selected Schedule icon ( ).
8. (Optional) In the Edit the Schedule dialog box, enter a new value in the Display Name field. If you do not enter a new value, the schedule will be saved with the original name.
9. Click to select the radio button for the increments.
10. Click to select or deselect the checkbox for 24-Hour Time.
11. Click or click and drag in the calendar to select the times.
12. Click to select or deselect the checkbox for Within limited date range, if you select Within limited
date range, you must also select the Start on and End after values.
13. Click Save.
14. When you have finished configuring schedules, click Save Changes.
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