Intel Retail Client Manager

Transcription

1 October 2014

2 By using this document, in addition to any agreements you have with Intel, you accept the terms set forth below. You may not use or facilitate the use of this document in connection with any infringement or other legal analysis concerning Intel products described herein. You agree to grant Intel a non-exclusive, royalty-free license to any patent claim thereafter drafted which includes subject matter disclosed herein. INFORMATION IN THIS DOCUMENT IS PROVIDED IN CONNECTION WITH INTEL PRODUCTS. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS DOCUMENT. EXCEPT AS PROVIDED IN INTEL'S TERMS AND CONDITIONS OF SALE FOR SUCH PRODUCTS, INTEL ASSUMES NO LIABILITY WHATSOEVER AND INTEL DISCLAIMS ANY EXPRESS OR IMPLIED WARRANTY, RELATING TO SALE AND/OR USE OF INTEL PRODUCTS INCLUDING LIABILITY OR WARRANTIES RELATING TO FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR INFRINGEMENT OF ANY PATENT, COPYRIGHT OR OTHER INTELLECTUAL PROPERTY RIGHT. A "Mission Critical Application" is any application in which failure of the Intel Product could result, directly or indirectly, in personal injury or death. SHOULD YOU PURCHASE OR USE INTEL'S PRODUCTS FOR ANY SUCH MISSION CRITICAL APPLICATION, YOU SHALL INDEMNIFY AND HOLD INTEL AND ITS SUBSIDIARIES, SUBCONTRACTORS AND AFFILIATES, AND THE DIRECTORS, OFFICERS, AND EMPLOYEES OF EACH, HARMLESS AGAINST ALL CLAIMS COSTS, DAMAGES, AND EXPENSES AND REASONABLE ATTORNEYS' FEES ARISING OUT OF, DIRECTLY OR INDIRECTLY, ANY CLAIM OF PRODUCT LIABILITY, PERSONAL INJURY, OR DEATH ARISING IN ANY WAY OUT OF SUCH MISSION CRITICAL APPLICATION, WHETHER OR NOT INTEL OR ITS SUBCONTRACTOR WAS NEGLIGENT IN THE DESIGN, MANUFACTURE, OR WARNING OF THE INTEL PRODUCT OR ANY OF ITS PARTS. Intel may make changes to specifications and product descriptions at any time, without notice. Designers must not rely on the absence or characteristics of any features or instructions marked "reserved" or "undefined". Intel reserves these for future definition and shall have no responsibility whatsoever for conflicts or incompatibilities arising from future changes to them. The information here is subject to change without notice. Do not finalize a design with this information. The products described in this document may contain design defects or errors known as errata which may cause the product to deviate from published specifications. Current characterized errata are available on request. Contact your local Intel sales office or your distributor to obtain the latest specifications and before placing your product order. Copies of documents which have an order number and are referenced in this document, or other Intel literature, may be obtained by calling , or go to: Intel, the Intel logo, Intel Retail Client Manager, Intel RCM, Intel RCM Player, Intel RCM Remote Control, Intel RCM Audience Analytics, and Intel Active Management Technology are trademarks of Intel Corporation or in the US and other countries. * Other brands and names may be claimed as the property of others. Copyright 2014 Intel Corporation. All rights reserved. 2

3 Contents 1 2 Introduction... 8 Intel RCM Software Download Intel RCM Software Installation Prepare to Install the Intel RCM Campaign Manager Software Prepare to Install the Intel RCM Player Software Start the Intel RCM Software Installation Logging into the Intel RCM Campaign Manager Users and Roles Users have different roles assigned to them Logging in as the Intel RCM Domain Administrator Logging in as an Intel RCM User Connection Settings Intel RCM Player Channel Configuration Player Diagnostics Running the Intel RCM Player Intel RCM Player Startup Dialog Stopping the Intel RCM Player Intel RCM Remote Control Intel RCM Audience Analytics Troubleshooting Document Number:

4 Figures Figure 1 Intel RCM InstallShield wizard...11 Figure 2 InstallShield welcome page...12 Figure 3 License agreement...12 Figure 4 Program features...13 Figure 5 Deployment Region...14 Figure 6 Begin installation...15 Figure 7 Progress window...16 Figure 8 Installation complete...16 Figure 9 Connect to server...18 Figure 10 Change domain admin password...20 Figure 14 Load configuration file...21 Figure 15 Intel RCM Player configuration complete...22 Figure 16 Intel RCM Optional Features...22 Figure 17 Intel RCM Player diagnostics example output...23 Figure 11 Player is not configured dialog...24 Figure 12 Countdown to player startup dialog...25 Figure 13 Default Montage Document Number:

5 Revision History Revision Description Date -001 Initial release. June Prerequisite additions, installation updates, and other details. February Updates for Intel RCM release 2.0 including the new Intel RCM Audience Analytics and Inte RCM Remote Control features, and removed campaign creation/publishing steps. Those steps can be referenced in the Getting Started topic located in the Campaign Manager help system.also combined the software installation instructions for Campaign Manager software and the Intel RCM Player software Updated Legal notice, reference of online Intel Retail Client Manager Help to Help Guide Made some updates to the player software installation, added a new section for the new player startup dialog, and fixed figure numbers, and added operating system language prerequisite information and Deployment Region clarification. Added a Troubleshooting section. June 2014 August 2014 October 2014 Document Number:

6 References Reference Web site FAQs Training Syllabus Description Intel RCM Product information and location of self-guided training. Frequently asked questions and answers. Recommended learning path and links to self-guided training material. 6 Document Number:

7 Prerequisites (Intel RCM) is built on the Microsoft*.NET* platform. In order for Campaign Manager to function correctly, the following prerequisites are required to be installed prior to proceeding with the Intel RCM Campaign Manager installation. System requirements Windows*7, Windows Embedded 7, Windows 8, or Windows Embedded 8. Prior to installing the Intel RCM software, the system s operating system native language must first be installed for one of the Intel RCM supported languages listed below. Intel RCM supported languages: o o o o o o o Chinese (Simplified) English German Japanese Portuguese (Brazil) Russian Spanish The operating system language must be set during the operating system software installation process, and it will not suffice to change the language/region (i.e. using the Control-Panel ) to match one of the supported locales after the operating system installation. Failure to set the language during the operating system installation with one of the Intel RCM supported locales will cause Intel RCM software to fail queries on operating system network information, and thus, Intel RCM will be unable to complete required network communications. This requirement does not affect the region choice of used with Intel RCM Audience Analytics. Microsoft.NET Framework 4.0 full version or newer version The latest Adobe Flash* player Microsoft Internet Explorer* 10.0 or newer version Intel RCM Campaign Manager Installer installs the following dependencies Slim DX redistributable for.net Framework 4.0 Microsoft Sync* Framework 2.1 redistributable Microsoft SQL Server* Compact 3.5 SP2 redistributable Disk storage estimates for program feature installation Refer to Program features in this document for selections. Campaign Manager requires approximately 96 MB disk storage. Intel RCM Player features require approximately 106 MB disk storage. Intel RCM Content Report features require approximately 338 MB disk storage. Document Number:

8 1 Introduction This document provides the user with the basics for installing the (Intel RCM) Campaign Manager and Player software, and getting logged into Campaign Manager for the first time. After completing these steps please refer to the Getting Started section, located at the Campaign Manager Welcome Page, for instruction on creating and publishing your first campaign. Also refer to the Help as needed for a comprehensive list of Intel RCM help topics, including Intel RCM Remote Control and Intel RCM Audience Analytics. The runtime help is available at the Campaign Manager Welcome Page or Help tab, and the online Help Guide is available at the Intel RCM product Web site. Once you have successfully created and published your first campaign, refer to the Training Syllabus located at the Intel RCM product Web site. The Training Syllabus provides a recommended learning path and advancement through additional Intel RCM features, capabilities, and training. 8 Document Number:

9 2 Intel RCM Software Download Refer to the Registration Guide (attached to your confirmation ) for the Intel RCM software registration and download information, as well as product support information. The Intel RCM Campaign Manager software is required for systems that will be used for domain administration and to create and manage Intel RCM Campaigns on a Domain. The Intel RCM Player software is required for systems that will play campaigns, such as digital signage devices (signs, and/or kiosks). For Intel RCM Campaign Manager and/or Intel RCM Player software installation, download and extract the Intel(R) RCM Full X.X.zip package, which contains installers for the Intel RCM Campaign Manager software and the Intel RCM Player software. Note: If you would like to use the player only installation, download and extract the Intel(R) RCM Player-Only X.X.zip package. Once the binary is downloaded and extracted, refer to the following sections in this guide for instructions regarding Installing the Intel RCM Campaign Manager Software and Installing the Intel RCM Player Software. Document Number:

10 3 Intel RCM Software Installation 3.1 Prepare to Install the Intel RCM Campaign Manager Software The Intel RCM Campaign Manager software is used to create and customize Intel RCM Campaigns on a Domain. Domains can have multiple Campaigns, which can be broadcast to channels. Campaign Manager can be installed on a network connected laptop or workstation, but in a production environment will not likely be installed on the Intel RCM Player device. If an older version of Intel RCM is installed, be sure to remove it via Add/Remove Programs before installing a newer version. If Ryarc Campaign Manager is installed, be sure to uninstall it (via Add/Remove Programs) before installing Intel RCM Campaign Manager. After the Ryarc software is uninstalled, remove the local data files left by the uninstaller by deleting the Ryarc folder found at C:\Users\<USER>\AppData\Roaming\Ryarc. Once cleaned, proceed with the Intel RCM Campaign Manager software installation. Adobe * Flash Player 11.XX is required for Intel RCM Campaign Manager if using flash media. Microsoft*.NET 4.0 is required for Intel RCM Campaign Manager. 3.2 Prepare to Install the Intel RCM Player Software The Intel RCM Player software is installed on the player device connected to digital screens, signs, and/or kiosks. The player will be configured to the Domain and tuned to a created channel where it will receive and display the contents of the Campaign. If an older version Intel RCM Player is installed, be sure to remove it via Add/Remove Programs before installing the new version. If the Ryarc Player is installed, be sure to uninstall it (via Add/Remove Programs) before installing the Intel RCM Player. After the Ryarc software is uninstalled, remove the local data files left by the uninstaller by deleting the Ryarc folder found at C:\Users\<USER>\AppData\Roaming\Ryarc. Once cleaned, proceed with the Intel RCM Player software installation. The Windows operating system on this device should be configured with the following options: Time and Time Zone correctly configured Screen Saver disabled Power Options set to never sleep, hibernate, turn of hard disks, or turn off display Automatic login by disabling the login screen. Adobe * Flash Player 11.XX is required for Intel RCM Player if using flash media. Microsoft*.NET 4.0 is required for Intel RCM Player. 3.3 Start the Intel RCM Software Installation To start the installation, double-click on the installer executable (either Intel Retail Client Manager - Full Install.exe or Intel(R) Retail Client Manager Player-Only Install.exe). Retail Client Manager - Full Install.exe: Contains installers for the Intel RCM Campaign Manager software and the Intel RCM Player software. Intel(R) Retail Client Manager Player-Only Install.exe: Contains only the installer for the Intel RCM Player software. 10 Document Number:

11 Note: The examples in this section show InstallShield wizard dialog menus from the Intel(R) Retail Client Manager - Full Install.exe. Follow the dialog menus for whichever installation you use. Figure 1 Intel RCM InstallShield wizard On the next window, click Next. Document Number:

12 Figure 2 InstallShield welcome page Read and accept the license agreement by clicking the checkbox, and then click Next. Figure 3 License agreement 12 Document Number:

13 By default, the full installer will install both the Campaign Manager and the Intel RCM Player software on the system. If only the Campaign Manager is desired, click the dropdown next to Player and choose This feature will not be available. Also, change the installation directory if needed. Click Next. Note: Intel RCM Audio Player is not currently supported and should not be installed on any device at this time. Figure 4 Program features Document Number:

14 Choose the Deployment Region where the Intel RCM Player will be deployed with Intel RCM Audience Analytics. The Deployment Region only applies to the use of Intel RCM Audience Analytics and independent of the operating system installed language. Figure 5 Deployment Region Click Install to begin the installation. 14 Document Number:

15 Figure 6 Begin installation Wait while the application is being installed. Document Number:

16 Figure 7 Progress window Upon successful installation, the following dialog will appear. Figure 8 Installation complete (Optionally) Check Launch Campaign Manager. Click Finish to complete the installation. 16 Document Number:

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18 4 Logging into the Intel RCM Campaign Manager Campaign Manager must connect to the server to publish campaign content to display on Intel RCM Players. Open Campaign Manager by clicking the link in the Start Menu group. Campaign Manager can also be found by searching for campaign in the Start Menu or the Windows* 8 Home screen. Once opened, the Connect to Server menu will appear. Refer to the Registration Guide (attached to your confirmation ) for your Intel RCM Campaign Manager Login credentials. Figure 9 Connect to server 18 Document Number:

19 4.1 Users and Roles 4.2 Users have different roles assigned to them. Refer to the Concepts section within the Campaign Manager Help system, and select Users and roles for more details. 4.3 Logging in as the Intel RCM Domain Administrator Enter the Server Name, User Name, and Password (provided by your Intel RCM Realm Administrator, or your Intel RCM order confirmation), replacing my_server_name and Domainname\domainadmin as seen in figure with your server name and Yourdomainname\domainadmin. For example, if the name of your domain is IntelUSA, your user name is IntelUSA\domainadmin. Once you have logged into Campaign Manager as the domainadmin for the first time, it is recommended that you reset the domain administrator password by clicking the Change Domain Admin Password button in the Administration tab of the Campaign Manager ribbon: Note: The domainadmin user is the super user that has all the privileges over a domain. 4.4 Logging in as an Intel RCM User Enter the Server Name, UserName, and Password (provided by your Intel RCM domain administrator), replacing my_server_name and Domainname\domainadmin as seen above with your server name and Yourdomainname\UserName 4.5 Connection Settings If a proxy server is required to access the internet, ensure to provide the proxy server address and port number in order to connect to the Intel RCM Distribution Service. If proxy settings are not configured correctly, typical errors could result, such as: The remote service was not available and no locally cached data exists. Proceed to enter Proxy server details: 1. On the Connect to Server login screen, click on Options. 2. In the Connections Settings, check Use proxy server for your Local Area Network(LAN) option, enter proxy server address and port number and check Bypass proxy server for local addresses option. After entering your respective login credentials, click Connect. Note: It may take several minutes before connectivity with the server is established and Campaign Manager is working online. Document Number:

20 Figure 10 Change domain admin password 20 Document Number:

21 5 Intel RCM Player Channel Configuration The Intel RCM Player is configured with a channel configuration file (.xml). Refer to the Create a channel help topic within Campaign Manager for steps to create the channel configuration file. For the first-time configuration the file (.xml) must be accessible from the remote player. Therefore, ensure that the configuration file is either saved locally on the player, on a USB drive, or on a network shared drive where the player can access it. After the channel configuration file is created, open the Player Configurator application by clicking the link in the Windows Start Menu group. The Player Configurator can also be found by searching for Player in the Windows Start Menu or the Windows 8 Home screen. Refer to the Intel RCM Player configuration help topic within Campaign Manager for additional details about the player configuration settings. In Player Configurator, choose File > Configure to load the channel configuration file that you created in Campaign Manager, Navigate to the location where you stored the channel configuration file and then click Open. Figure 11 Load configuration file A dialog box will confirm configuration that the channel configuration file was loaded successfully. Document Number:

22 Figure 12 Intel RCM Player configuration complete Next, select Channel Settings to configure the channel s Connection Settings, Display Settings, and Optional Features. Check any optional features that you would like to enable for the player. Note: For Intel RCM Audience Analytics feature enablement on the player, you will need to enable the feature using the Player Configurator application as shown below in Intel RCM Optional Features, and you will need to configure Intel RCM Audience Analytics sensor information on the Intel RCM Player using the Audience Analytics Configurator application. Refer to the Intel RCM Audience Analytics Configuration help topic within Campaign Manager for the detailed steps. Figure 13 Intel RCM Optional Features 5.1 Player Diagnostics After the Player is configured, while still in Player Configurator, choose Diagnostics in the left pane of the Intel RCM Player Configurator. Click the Run diagnostics button to begin diagnostic test. If the test is successful, Diagnostic PASSED will display at the bottom of the test results. Common failures include Date and Time mismatches between the Player and Server, as well as network connectivity issues. Note: It there is a proxy server, ensure to provide the proxy server address and port number in order to pass diagnostics. If proxy settings are not configured correctly, expect to see errors such as Connection Failure: Unable to connect to Sync Service. Verify you are connected to the network and the service exists. Configure the Proxy server details: 1. In Player Configurator, choose General Settings in the left pane 2. In the Network Settings, check Use proxy server option, enter proxy server address and port number. 3. Click on File->Save to save proxy settings 22 Document Number:

23 Figure 14 Intel RCM Player diagnostics example output Close the Player Configurator and refer to the Getting Started section, located at the Campaign Manager Welcome Page for instruction on creating and publishing your first campaign. Document Number:

24 6 Running the Intel RCM Player Please read this entire section thoroughly before starting the Intel RCM Player software for the first time. The Intel RCM Player can be found within the Intel Retail Client Manager Start Menu group. The Intel RCM Player can also be found by searching for Player in the Windows Start Menu or the Windows 8 Home screen. The Intel RCM Player needs to be configured to play the desired campaign, and will automatically start on a system reboot after automatic login. 6.1 Intel RCM Player Startup Dialog When the Intel RCM Player is started for the first time it will determine whether it has been configured. If it has not been configured, the startup process will display an Intel RCM Player channel configuration dialog message. The purpose of the dialog message is to inform that the player is not configured, as shown in Figure 11, and provide the user with choices on how to proceed with the startup: Intel recommends that you choose Yes to configure the player. The Player Configurator application will start. Refer to the following section titled Intel RCM Player Channel Configuration for basic player configuration instruction. Choose No to cancel the startup without configuring the Intel RCM Player. The next time the Intel RCM Player is started the dialog menu will be displayed again. Make no choice to resume the Intel RCM Player startup. If no selection is made (either Yes or No) within the first 5 seconds of the Intel RCM Player startup, the player will enter into a 5 second countdown, as shown in Figure 12. Upon reaching zero the Intel RCM Player will proceed to start and the default montage will play, as depicted in Figure 13. The default montage will play each time the Intel RCM Player is started, until the basic player configuration is performed, as described in the section titled Intel RCM Player Channel Configuration. Note: The Intel default montage will play while the created campaign content is being delivered to the player. Synchronization time will vary based on the file size of the content added to the Campaign. Once synchronized, the created campaign will play according to the set schedule. Refer to the Troubleshooting section if the default montage continues to play instead of the created campaign. Figure 15 Player is not configured dialog 24 Document Number:

25 Figure 16 Countdown to player startup dialog The Intel RCM Player default montage will look similar to the image in the Figure below. Figure 17 Default Montage 6.2 Stopping the Intel RCM Player To stop the Intel RCM Player, right click anywhere within the player s window and select Close. Document Number:

26 7 Intel RCM Remote Control Intel RCM Remote Control allows you to control all your retail digital touch points from anywhere with enhanced browser based manageability capabilities: Reduce the complexity of scheduling content and managing digital touch points through a simple and intuitive interface integrated into Intel RCM. Reduce downtime of digital touch points with advanced manageability features such as Power Off, Restart, Show Screen and Direct Control. Plus critical capabilities of Wake Up and Reset to BIOS for Intel Active Management Technology (Intel AMT) enabled platforms. For details about using Intel RCM Remote Control and configuring the player for this feature, search the runtime Help system for the Remote Control topic. The runtime help is available at the Campaign Manager Welcome Page or Help tab, and the online Help Guide is available at the Intel RCM product Web site. 26 Document Number:

27 8 Intel RCM Audience Analytics Intel RCM Audience Analytics enables digital touch points to deliver highly relevant, near real-time content to the right users at the right time: Reduce the complexity of scheduling content and managing digital touch points through a simple and intuitive interface integrated into Intel RCM. Quantify audience demographics including gender and age. Gain the objective data you need to maximize the value of your digital network. Analyze viewer interactions with digital signs, including dwell time, time of day, and viewed content. Optimize on-screen content, in near real-time. For details about using Intel RCM Audience Analytics and configuring the player to enable this feature, search the runtime Help system for the Audience Analytics topics. The runtime help is available at the Campaign Manager Welcome Page or Help tab, and the online Help Guide is available at the Intel RCM product Web site. Document Number:

28 9 Troubleshooting Refer to the Prerequisites section in this document to ensure proper system and resource requirements are met prior to installing and using Intel RCM Player and Campaign Manager. 1. The Intel RCM Player continues to play the default montage instead of the campaign: Any of the following situations will cause the default montage to play: Ensure that the channel is configured for the Player. Refer to the section titled Intel RCM Player Channel Configuration for basic player configuration. The player system s Internet Options->Connections->LAN Settings must be configured as specified by your company to allow the player to connect to the Internet. If the Internet access requires the use of a proxy, ensure to correctly configure the Proxy and Port information on the players system. The configured channel must exist in the domain. Contact the Intel RCM domain administrator at your company to ensure that the channel exists for your domain. 28 Document Number: