Crestron Fusion Version 9.3 Enterprise Management Platform Installation Guide

Transcription

1 Crestron Fusion Version 9.3 Enterprise Management Platform Installation Guide

2 The specific patents that cover Crestron products are listed at patents.crestron.com. Crestron, the Crestron logo, Capture HD, CaptureLiveHD, Crestron Fusion, Crestron Toolbox, Fusion EM, and Fusion RV are either trademarks or registered trademarks of Crestron Electronics, Inc. in the United States and/or other countries. Safari is a registered trademarks of Apple, Inc. in the United States and/or other countries. Lotus Notes and Domino are either trademarks or registered trademarks of International Business Machines Corporation (IBM) in the United States and/or other countries. Internet Explorer, Microsoft, SQL Server, Windows, and Windows Server are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Firefox is a registered trademark of Mozilla Corporation in the United States and/or other countries. Wowza is either a trademark or registered trademark of Wowza Media Systems, LLC. in the United States and/or other countries. Other trademarks, registered trademarks, and trade names may be used in this document to refer to either the entities claiming the marks and names or their products. Crestron disclaims any proprietary interest in the marks and names of others. Crestron is not responsible for errors in typography or photography. This document was written by the Technical Publications department at Crestron Crestron Electronics, Inc.

3 Crestron Fusion Version 9.3 Enterprise Management Platform Contents Enterprise Management Platform: Crestron Fusion Version Introduction... 1 Prerequisites... 1 Rights... 4 Server Side Installation Procedure... 5 Appendix A: Configuration Manager Setup and Configuring Crestron Fusion Appendix B: Licensing Crestron Fusion Appendix C: Capture-HD Software Installation and Testing Installation of Wowza Installation of the Crestron Media Player Web Interface Testing Wowza Appendix D: SQL Server Disk Selection Appendix E: SQL Server Replication (Publication and Subscription) Appendix F: Advanced Installation Crestron Software End-User License Agreement Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version 9.3 i

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5 Crestron Fusion Version 9.3 Enterprise Management Platform Enterprise Management Platform: Crestron Fusion Version 9.3 Introduction This document is provided as an aid to the installation of Crestron Fusion Version 9.3 Enterprise Management Platform software. Refer to the Crestron website for release notes on the features and fixes added to the latest software release of Fusion RV and Fusion EM. For information regarding best practices for using Crestron Fusion 9.3, refer to the Crestron Fusion Remote Asset Management Software Best Practices Guide (Doc. 7517) at Prerequisites The software or software components described in this section must be installed and available to the system where Crestron Fusion services are to be installed. Crestron Fusion, or parts of Crestron Fusion, must have access to these applications or components either directly or over a network. Be sure that all of the latest updates for these applications are also installed. Prerequisites for a successful Crestron Fusion installation are discussed in this section. NOTE: This guide assumes that the installer possesses a thorough knowledge of Microsoft Windows Server 2008 or Microsoft Windows Server 2008 R2 and that the chosen Windows Server is correctly installed. Operating System Requirements Crestron Fusion supports the following operating systems: Microsoft Windows Server 2008 (32 or 64-bit version) Microsoft Windows Server 2008 R2 (64-bit version) Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version 9.3 1

6 Enterprise Management Platform Crestron Fusion Version 9.3 Operating System Component Requirements Both Windows Server 2008 and Windows Server 2008 R2 require the following applications be present on the server on which Crestron Fusion components are installed: Application Server Role including the following Application Server Role Services: Web Server (IIS) support COM+ Network Access Windows Process Activation Service Support, including HTTP Activation, Message Queuing Activation, TCP Activation, and Named Pipes Activation.NET Framework 4.0 or greater, including WCF Activation, HTTP Activation, and Non-HTTP Activation Active Directory Lightweight Services (required for Lookup Room Alias feature) The Web Server (IIS) Role with the Web Server Role Service must include the following: Common HTTP features, including Static Content, Default Document, Directory Browsing, HTTP Errors, and HTTP Redirection Application Development including ASP.NET,.NET Extensibility, ISAPI Extensions, and ISAPI Filters Health and Diagnostics including HTTP Logging, Logging Tools, Request Monitor, and Tracing Security with Basic Authentication, Windows Authentication, Digest Authentication, Client Certificate Mapping Authentication, IIS Certificate Mapping Authentication, URL Authorization, Request Filtering, and IP and Domain Restrictions Performance with Static and Dynamic Content Compression Management Tools including Management Console, Management Scripts and Tools, Management Service, Management Compatibility, Metabase Compatibility, WMI Compatibility, Scripting Tools, and Management Console The following features must be installed: Remote Server Administration Tools including Role Administration Tools with Active Directory Domain Services, Active Directory Lightweight Directory Services (AD LDS), AD LDS Snap-ins, Command-Line Tools, Active Directory module for Windows PowerShell, and Web Server Tools RPC over HTTP Proxy Message Queuing including Message Queuing Service, Message Queuing Server with HTTP Support Feature Administration Tools including SMTP Server Tools SMTP Server Windows Process Activation Service including Process Model,.NET Environment, and Configuration APIs 2 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

7 Crestron Fusion Version 9.3 Enterprise Management Platform Microsoft.NET Runtime Environment 4.0 or later for Server 2008, or.net Runtime Environment 4.0 for Server 2008 R2 Microsoft ASP.NET 4.0 or later with AJAX Extensions (AJAX Extensions are installed as part of ASP.NET 4.0) Additional Requirements Microsoft SQL Server 2008 (Standard or Enterprise versions only), available to Crestron Fusion over the network Crestron Toolbox TM or Toolbox SE version or higher, available at is required to support symbol auto-discovery and direct device assets Appropriate virtual directories must be set up for the RSS feeds used for publishing Capture data One of these web browsers must be installed on workstations where the web client is used: Microsoft Internet Explorer 8.0 or later Firefox 10.0 or later Safari or later Domain Service Account Requirements By default, Crestron Fusion is installed with local system accounts. However, it is recommended that Crestron Fusion s application services be run from a Domain Service Account. If Crestron Fusion is to be installed with a Domain Service Account, the following procedure must be performed in addition to the prerequisites described in Operating System Component Requirements on page Determine the Domain Service Account to be used. 2. Configure the Crestron Fusion services to run using this account. 3. Add the account to SQL Server with db_owner and public permissions mapped to the Crestron Fusion catalog. 4. Register the account from the command line by using the following commands: a. cd C:\WINDOWS\Microsoft.NET\Framework\v b. aspnet_regiis -ga DomainName\AccountName 5. Using IIS, configure the identity of the Crestron Fusion Application Pool to use the Domain Service Account. Windows Active Directory Integration (Windows Authentication) Requirements For installations using Windows Authentication, the following Active Directory domain groups and domain user accounts should be set up in addition to the prerequisites described in Operating System Component Requirements on page 2: There are three Active Directory Groups, DOMAIN\RoomViewAdmins, DOMAIN\RoomViewManagers, and DOMAIN\RoomViewUsers. Add Admins domain user accounts to the RoomViewAdmins group, Users domain user accounts to the RoomViewUsers group, and Managers domain user accounts to the RoomViewManagers group. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version 9.3 3

8 Enterprise Management Platform Crestron Fusion Version 9.3 NOTE: It may be possible to use existing groups already containing user accounts. NOTE: When entered into Crestron Fusion, group names used for Windows Authentication are case sensitive. Alert Requirements For installations using alerts, the SMTP Mail Server must be available in addition to the prerequisites described in Operating System Component Requirements on page 2. Microsoft Exchange Requirements For Microsoft Exchange environments, the following must be available in addition to the prerequisites described in Operating System Component Requirements on page 2. Microsoft Exchange Server 2003, Exchange 2007 with Exchange Web Services, or Exchange 2010 Access to Exchange mailboxes using domain credentials Lotus Notes Domino Requirements For installations integrating Lotus Notes Domino (versions 7.0, 8.0, or 8.5) as the scheduling calendar type, the following must be present in addition to the prerequisites for Operating System Component Requirements on page 2. User information must be entered in the Domino Settings tab in the Schedule Service settings of the Crestron Fusion Configuration Web Client. The Lotus Notes Client must be installed on the Crestron Fusion server. Rights The account installing Crestron Fusion must have the following rights: Local Administrator s Rights on any server where Crestron Fusion components are installed. SQL Login with container creation rights and Database Owner Rights SMTP Send Rights If Lotus Notes is being used for scheduling, a Domino User Account with read access to the Domino Directory and Read/Write access to the Resource Reservations databases NOTE: By default, the Lotus Notes Domino Resource Reservations database is named Resource.nsf and the Domino Directory is named names.nsf; however, in some installations these names may be changed and they may be composed of multiple databases spanning multiple Domino servers and/or Domino domains. Therefore, the Crestron Fusion user that has access to Domino should have access to all necessary resource reservations databases and the main Domino Directory Server. 4 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

9 Crestron Fusion Version 9.3 Enterprise Management Platform Server Side Installation Procedure Crestron Fusion installation is performed using a setup wizard. NOTE: A demo program for Crestron Fusion is copied to the server at the time of installation. Contact a local administrator for more information. NOTE: After completing the installation procedure, changes to Crestron Fusion components can be made in Configuration Manager. Refer to Appendix A: Configuration Manager Setup and Configuring Crestron Fusion on page Download the Crestron Fusion installer from the Crestron website to the desktop. The file is named following the convention: Fusion_9_3_(build number).exe and is a zipped folder. Crestron Fusion Installer Icon On A Desktop 2. Right-click the folder and select Extract All. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version 9.3 5

10 Enterprise Management Platform Crestron Fusion Version 9.3 Extract All On Right-Click Menu 3. The Extract Compressed (Zipped) Folders window opens, prompting for a destination for the Crestron Fusion installer. Save the files on the desktop. Extract Compressed (Zipped) Folders Window 6 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

11 Crestron Fusion Version 9.3 Enterprise Management Platform 4. Click Extract. A window opens showing the progress of the extraction and the file is copied to the desktop. Extract Progress Window 5. When the file is successfully copied to the desktop, Windows Explorer opens showing the Crestron Fusion installer in the right-hand pane. A new folder is also added to the desktop. Windows Explorer Showing Crestron Fusion Installer 6. Right-click the Crestron Fusion installer and select Run as administrator. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version 9.3 7

12 Enterprise Management Platform Crestron Fusion Version 9.3 Run As Administrator Drop-Down List 7. A confirmation window opens, stating that the Crestron Fusion installation is about to begin. Click Yes to start the process. Install Confirmation Window 8. Extraction notices are displayed as the installer prepares by unpacking the necessary files. A DOS window also opens briefly, followed by the Welcome to the Crestron Fusion Installation Wizard window. 8 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

13 Crestron Fusion Version 9.3 Enterprise Management Platform Welcome To The Crestron Fusion Installation Wizard Window 9. Click Next. The Crestron End User License Agreement (EULA) window opens. Crestron End User License Agreement (EULA) Window 10. Read the end user license agreement and then click the I accept the terms of the license agreement radio button. Click Print to print the EULA for future reference. 11. Click Next. The Fusion RV Licensing window opens. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version 9.3 9

14 Enterprise Management Platform Crestron Fusion Version 9.3 Fusion RV Licensing Window The Fusion RV Licensing window displays the licensing status for Fusion RV. An unlicensed version is listed as Inactive but has five TCP connections. Once properly licensed, the number of connections is unlimited. NOTE: Fusion RV is purchased and licensed separately. NOTE: Refer to Appendix B: Licensing Crestron Fusion on page 33 for licensing instructions. 12. Click Next. The Fusion EM Licensing window opens. 10 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

15 Crestron Fusion Version 9.3 Enterprise Management Platform Fusion EM Licensing Window The Fusion EM Licensing window displays the licensing status for Fusion EM. An unlicensed version is listed as Inactive but has five TCP connections. Once properly licensed, the number of connections is unlimited. NOTE: Fusion EM is purchased and licensed separately. NOTE: Refer to Appendix B: Licensing Crestron Fusion on page 33 for licensing instructions. 13. Click Next. The Crestron Fusion Features Selection window opens. The Crestron Fusion installer includes separate options for the Crestron Fusion server and the Capture HD media server. This allows the Crestron Fusion server and Capture server to be installed independently or together. NOTE: Refer to Appendix C: Capture-HD Software Installation and Testing on page 38. Select only the Room and Signal Management check box if the intent is to install the full Crestron Fusion server without the ability to process video encoding jobs. Select only the Media Service check box if the intent is to install the Capture media server as a server dedicated to processing video encoding jobs without the Crestron Fusion room and energy management features. Select both options if the intent is to install the server as a full Crestron Fusion server that can also process video encoding jobs. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

16 Enterprise Management Platform Crestron Fusion Version 9.3 Crestron Fusion Features Selection Window 14. Click Next. The Crestron Fusion Authentication window opens. The Crestron Fusion Authentication window displays the authentication method options for client connections to Crestron Fusion. Click the Forms or Windows radio button. Crestron Fusion Authentication Window The Forms authentication uses the username and password supplied by the user. 12 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

17 Crestron Fusion Version 9.3 Enterprise Management Platform The Windows authentication uses the current user s Windows OS credentials. If Windows authentication is selected, the default Administrator Group Name is the Windows default administrator domain group BUILTIN\Administrators. This domain group can be changed as required. If Windows authentication is selected, the Crestron Fusion server must be part of a domain. Group names used for Windows authentication are case sensitive when entered into Crestron Fusion. 15. To change the authentication method, click the Forms or Windows radio button. If selecting Windows authentication, ensure that the entry in the Administrator Group Name field is appropriate. 16. Click Next. The Database Credentials window opens. Database Credentials Window 17. The Database Credentials window is divided into three sections: Main Database Login Credentials, Log Database Login Credentials, and Report Database Login Credentials. This allows each database to be created in a separate SQL Server environment, providing greater scalability and performance. The following settings also apply to the Log Database Login Credentials section and the Report Database Login Credentials section. The Main Database Login Credentials section requires the hostname of the SQL server and the name of the database be created in this section of the window by the installer. The Database Server field requires the hostname of the SQL server where the database is created. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

18 Enterprise Management Platform Crestron Fusion Version 9.3 NOTE: An IP Address cannot be used. The hostname or a fully qualified Domain Name of the SQL Server must be provided. The Database Name field requires a name for the database that the Crestron Fusion installer creates. If this is a new installation, the default database name is CrestronFusion. If this is an upgrade installation, enter the name of the existing Crestron Fusion database. NOTE: If an existing Crestron Fusion database is being upgraded, make sure to perform a database backup prior to upgrading. 18. Select the Windows Authentication radio button to use Windows domain credentials to authenticate to the SQL server. Select the SQL Authentication radio button to specify a username and password to authenticate to the SQL server. 19. Click Test Connection to verify successful authentication to SQL Server. If the verification is successful, a window opens stating that the database exists and shows the current schema version. Click OK to dismiss. If the existing database is not the current schema version, a prompt is displayed later in the install process to confirm the upgrade of the database to the current schema version. Database Exists And Is At Current Schema Version Window 20. If the connection test is successful and a database does not exist, a window opens stating this. Click OK to dismiss. A prompt is displayed later in the install process to confirm creation of the new database. Database Does Not Exist On Server Window 21. If the connection test fails due to invalid credentials, a window opens stating that an instance of SQL Server could not be found. Click OK to dismiss. Verify and correct the data for Database Server and Authentication Credentials and retest. 14 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

19 Crestron Fusion Version 9.3 Enterprise Management Platform SQL Server Could Not Be Found Window NOTE: The SQL Server Disks check boxes are used to specify alternate disk locations for database files. This is an advanced option and is covered in detail in Appendix D: SQL Server Disk Selection on page 43. NOTE: The naming convention for the Log database is MainDBName_LOG. This is enforced by the Crestron Fusion installation and cannot be changed. The naming convention for the Report database is MainDBName_REPORT. This is enforced by the Crestron Fusion installation and cannot be changed. 22. Click the Use Log Database and Use Report Database check boxes to create separate Log and Report databases. These databases are optional. Selecting neither stores the Log and Report data in the main database. Selecting the Report database requires SQL Replication. NOTE: Refer to Appendix E: SQL Server Replication (Publication and Subscription) on page 46 for prerequisites and additional information on SQL Server Replication. 23. If the Log and Report databases are to be created on the same SQL Server as the Main Crestron Fusion Database, click Next. A window opens notifying the user of the free space on the SQL Server along with the space required for the Crestron Fusion Transaction Log. Click OK to dismiss. The Web Service, Web Client, and Service Credentials window opens. SQL Server Available Disk Space Window If the Log or Report database (or both) is to be created on a different SQL Server, remain on the Database Credentials window. NOTE: Refer to Appendix F: Advanced Installation on page 48 for more information. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

20 Enterprise Management Platform Crestron Fusion Version 9.3 Web Service, Web Client, And Service Credentials Window 24. By default, two virtual directories, RoomViewSE and RoomViewSEWC are created on the host server under the IIS Default website folder. If Crestron Fusion is to be hosted on another IIS website, select that site from the Web site drop-down list. This list shows all websites currently defined on the host server. By default, the Data Service Host field displays localhost if no other data service host has been specified or found. If Crestron Fusion is to be installed in a folder other than the default, click the Browse button to the right of Install Path and select the desired path. 25. The Service Login Credentials section requires settings appropriate to the local requirements and whether or not Media Services has been selected for installation as described above: The Local System Account and This Account radio buttons allow a choice between using the predefined, existing Local System Account (which is the built-in Network Service account) and This Account, which provides a means to create an Application Pool account by enabling the App Pool Login ID and Password fields. NOTE: If Media Services has been selected for installation, the radio button for the Local System Account is disabled. An Application Pool account must be used instead. The Application Pool account can be the same as the Local System or Network Service account, or it can be a different account if there are IIS security considerations that would not apply to the Local System or Network Service accounts. The App Pool Login ID allows the login ID credentials for the new Application Pool to be entered. 16 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

21 Crestron Fusion Version 9.3 Enterprise Management Platform The Password allows the password required by the App Pool Login ID to be entered. 26. Click Next to open the SQL Server Disk Selection for Crestron Fusion Database window if the SQL Server Disks check box was selected on the Database Credentials window for the Main database. NOTE: For performance purposes, it is recommended that SQL Server be installed on its own server. SQL Server Disk Selection For Crestron Fusion Database Window 27. Choose a target drive for the SQL Server from the Primary Filegroup drop-down list. NOTE: Refer to Appendix D: SQL Server Disk Selection on page 43 for additional information on SQL Server Disk Selection and considerations. 28. When selections are complete, click Next. The Ready to Install Crestron Fusion window opens. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

22 Enterprise Management Platform Crestron Fusion Version 9.3 Ready To Install Crestron Fusion Window 29. Click Install to begin the installation. The Create Database? window opens if a new database has been specified in the Database Credentials window. Alternately, an Upgrade Database? window opens if an existing database that is at an earlier schema version is specified. Create Database? Window Upgrade Database? Window 30. Click Yes. The Installation in progress window opens. If there is a previous installation of Crestron Fusion on the server, the Crestron Fusion installer uninstalls it at the start of the installation. 18 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

23 Crestron Fusion Version 9.3 Enterprise Management Platform Installation In Progress Window 31. If the uninstall encounters any issues, it executes MSIZAP to force the completion of the uninstall. If this occurs, the Failed to Remove Some Programs window opens. Failed To Remove Some Programs Window 32. Make a note of the services listed in the window above. 33. Open the Windows Services application on the server and verify that any services listed in the window have been removed (no longer listed). If a service is still present in the list, it must be removed manually. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

24 Enterprise Management Platform Crestron Fusion Version 9.3 Services Window 34. Click OK on the Failed to Remove Some Programs window. 35. If there was a previous installation of Crestron Fusion, once the uninstall process completes, a server reboot is required and the Reboot Required window is displayed. Reboot Required Window Click Yes. After the server has rebooted, the installation process resumes. 36. When the Ready to Install Crestron Fusion window opens again, click Install to begin the installation. A prompt is displayed confirming the creation and upgrade of the database. Click Yes to continue. 20 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

25 Crestron Fusion Version 9.3 Enterprise Management Platform Ready To Install Crestron Fusion Window 37. The Installation in progress window opens. As each step of the installation is performed, the messages on the page change accordingly. Installation In Progress Window 38. When the Crestron Fusion installer is finished, the Crestron Fusion installation is complete window opens. Click Exit to dismiss. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

26 Enterprise Management Platform Crestron Fusion Version 9.3 Crestron Fusion Installation Is Complete Window 39. The Start Services window opens asking if the Crestron Fusion services should be started. Click Yes. Start Services Window Crestron Fusion installation is complete. Crestron Fusion is running and ready to be used. NOTE: After completing the installation procedure, changes to Crestron Fusion components can be made in Configuration Manager. Refer to Appendix A: Configuration Manager Setup and Configuring Crestron Fusion on page Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

27 Crestron Fusion Version 9.3 Enterprise Management Platform Appendix A: Configuration Manager Setup and Configuring Crestron Fusion The Configuration Manager provides an easy-to-use interface for defining or changing certain required settings that allow all installed Crestron Fusion components to interact. The Configuration Manager can be used as a wizard to move through the configuration process or as a tree to set specific variables required for installation. Many of the fields on the Configuration Manager are filled automatically during the installation process, but the following procedures are provided in the event that a step-by-step manual configuration becomes necessary. NOTE: When the Crestron Fusion configuration is complete, click Save on the Save Crestron Fusion Configuration window before closing the Configuration Manager. Once Save is clicked, a prompt is displayed indicating that Crestron Fusion services must be restarted. Click OK to restart the services. The configuration changes take effect at that time. Crestron Fusion Welcome Window Click Start\All Programs\Crestron\RoomViewSE\Configure RoomView to open the Configuration Manager. The Welcome to the Crestron Fusion Configuration Manager window introduces the Crestron Fusion Configuration Wizard. Click Next to navigate through the wizard or choose the desired page from the tree on the left. Welcome To The Crestron Fusion Configuration Manager Window Fusion RV Licensing Window To begin moving through the wizard, click Next. The Fusion RV Licensing window opens. The Fusion RV Licensing window displays the licensing status for Fusion RV. An unlicensed version is listed as Inactive but has five TPC connections. Once properly licensed, the number of connections is unlimited. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

28 Enterprise Management Platform Crestron Fusion Version 9.3 NOTE: Fusion RV and Fusion EM are purchased and licensed separately. NOTE: Refer to Appendix B: Licensing Crestron Fusion on page 33 for licensing instructions. Fusion RV Licensing Window Fusion EM Licensing Window Click Next. The Fusion EM Licensing window is displayed. The Fusion EM Licensing window displays the licensing status for Fusion EM. An unlicensed version is listed as Inactive but has five TCP connections. Once properly licensed, the number of connections is unlimited. 24 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

29 Crestron Fusion Version 9.3 Enterprise Management Platform Fusion EM Licensing Window NOTE: Fusion RV and Fusion EM are purchased and licensed separately. Refer to Appendix B: Licensing Crestron Fusion on page 33 for licensing instructions. Crestron Fusion Authentication Window Click Next. The Crestron Fusion Authentication window is displayed. As with the Crestron Fusion Authentication window displayed during installation, the Configuration Manager s Crestron Fusion Authentication window displays the authentication method chosen for client connections to Crestron Fusion. Crestron Fusion Authentication Window Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

30 Enterprise Management Platform Crestron Fusion Version 9.3 If Windows authentication is chosen, the default Administrator Group Name is the Windows default administrator domain group BUILTIN\Administrators. This domain group can be changed to anything the installation requires. If Windows authentication is selected, the Crestron Fusion server must be part of a domain. Group names used for Windows authentication are case sensitive when entered into Crestron Fusion. Database Credentials Window Make any desired changes according to local needs or system requirements and then click Next to continue to the Database Credentials window. The Database Credentials window of the Configuration Manager is pre-populated with the information entered during the installation process. This window is provided in Configuration Manager to allow changes after installation if necessary. A new database can be created or the installation can be pointed to a different pre-existing database. The Database Credentials window is divided into three sections: Main Database Login Credentials, Log Database Login Credentials, and Report Database Login Credentials. This allows each database to be created in a separate SQL Server environment, providing greater scalability and performance. Database Credentials Window 1. Enter the hostname of the SQL server and the name of the database that is to be created (by the installer) into their respective fields in the Main Database Login Credentials section. The hostname of the SQL server in which the database is to be created belongs in the Database Server field. The name of the database belongs in the Database Name field. If this is an upgrade installation, enter the name of the existing Crestron Fusion database. 26 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

31 Crestron Fusion Version 9.3 Enterprise Management Platform NOTE: An IP Address cannot be used. The hostname or the fully qualified domain name of the SQL server must be used. NOTE: If upgrading an existing Crestron Fusion RoomView database, make sure to perform a database backup prior to upgrading. 2. Use the Windows Authentication and SQL Authentication radio buttons to set an authentication scheme appropriate to the installation. If Windows Authentication is selected, the Database Login ID and Database Password fields are disabled and Crestron Fusion is synchronized with the user s Windows username and password. If SQL Authentication is selected, the Database Login ID and Database Password fields require the appropriate entries. 3. Click Test Connection to verify successful authentication to SQL Server. If the verification is successful, a window opens stating that the database exists and shows its current schema version. Click OK to dismiss. If the database is not the current schema version, a prompt is displayed later in the install process to confirm upgrade of the database to the current schema version. Database Exists and Is At Current Schema Version Window 4. If the connection test is successful and the database does not exist, a window opens stating that the database does not exist. Click OK to dismiss. A prompt is displayed later in the install process to confirm creation of the new database. Database Does Not Exist Window 5. If the connection test fails due to invalid credentials, a window opens stating that an instance of SQL Server could not be found. Click OK to dismiss. Verify and correct the data for Database Server and Authentication Credentials and retest. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

32 Enterprise Management Platform Crestron Fusion Version 9.3 SQL Server Could Not Be Found Window 6. Click the SQL Server Disks check box to add the Select SQL Main Disks window to the installation process. Select this option to specify alternate disk locations for database files. NOTE: The SQL Server Disks check boxes are used to specify alternate disk locations for database files. This is an advanced option and is covered in detail in Appendix D: SQL Server Disk Selection on page 43. NOTE: The Force DB Update check box is generally used during internal development and testing of Crestron Fusion to force a database update between builds and when stored procedures or the database schema are changed and those changes need to be applied to the database. NOTE: The Re-establish Replication check box is only enabled when the SQL Server Disks check boxes are selected for all three databases (such as in a three database installation). Selecting this check box stops and then re-establishes replication on the SQL Server. NOTE: The naming convention for the Log database is MainDBName_LOG and the naming convention for the Report database is MainDBName_REPORT. These naming conventions are enforced by the Crestron Fusion installation and cannot be changed. 7. Click the Use Log Database and Use Report Database check boxes to create separate Log and Report databases. These databases are optional. Selecting neither stores the Log and Report data in the main database. Selecting the Report database requires SQL Replication. Refer to Appendix E: SQL Server Replication (Publication and Subscription) on page 46 for pre-requisites and additional information on SQL Server Replication. 8. If the Log and Report databases are to be created on the same SQL Server as the Main database, click Next to open the Web Service, Web Client and Service Credentials window. If the Log or Report database (or both) is to be created on a different SQL Server, remain on the Database Credentials window. 9. To change the SQL Server for the Log database, click the Different DB Server check box in the Log Database Login Credentials section. This enables all of the fields in the Log Database Login Credentials section. 10. Enter the hostname of the SQL server, where the Log database is to be created, into the Database Server field. 28 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

33 Crestron Fusion Version 9.3 Enterprise Management Platform 11. Use the Windows Authentication and SQL Authentication radio buttons, to set an authentication scheme appropriate to the installation. If Windows Authentication is selected, the Database Login ID and Database Password fields are disabled and Crestron Fusion is synchronized with the user s Windows username and password. If SQL Authentication is selected, the Database Login ID and Database Password fields require the appropriate entries. 12. Click Test Connection to verify successful authentication to SQL Server. If the verification is successful, a window opens stating that the database exists and shows its current schema version. Click OK to dismiss. If the database is not the current schema version, a prompt is displayed later in the install process to confirm upgrade of the database to the current schema version. 13. If the connection test is successful and the database does not exist, a window opens stating that the database does not exist. Click OK to dismiss. A prompt is displayed later in the install process to confirm creation of the new database. 14. If the connection test fails due to invalid credentials, a window opens stating that an instance of SQL Server could not be found. Click OK to dismiss. Verify and correct the data for Database Server and Authentication Credentials and retest. 15. Click the Select SQL Log Disks window to the installation process. This is covered in this document in Appendix D: SQL Server Disk Selection on page To change the SQL Server environment for the Report database, click the Different DB Server check box in the Report Database Login Credentials section. 17. The Database Server requires the hostname of the SQL server where the Log database is to be created. 18. Use the Windows Authentication and SQL Authentication radio buttons, to set an authentication scheme appropriate to the installation. If Windows Authentication is selected, the Database Login ID and Database Password fields are disabled and Crestron Fusion is synchronized with the user s Windows username and password. If SQL Authentication is selected, the Database Login ID and Database Password fields require the appropriate entries. 19. Click Test Connection to verify successful authentication to SQL Server. If the verification is successful, a window opens stating that the database exists and showing its current schema version. Click OK to dismiss. If the database is not the current schema version, a prompt is displayed later in the install process to confirm upgrade of the database to the current schema version. 20. If the connection test is successful and the database does not exist, a window opens stating that the database does not exist. Click OK to dismiss. A prompt is displayed later in the install process to confirm creation of the new database. 21. If the connection test fails due to invalid credentials, a window opens stating that an instance of SQL Server could not be found. Click OK to dismiss. Verify and correct the data for Database Server and Authentication Credentials and retest. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

34 Enterprise Management Platform Crestron Fusion Version 9.3 Web Service, Web Client, and Service Credentials Window 22. Click the SQL Server Disks check box to add the Select SQL Report Disks window to the installation process. This is covered in detail in Appendix D: SQL Server Disk Selection on page Click Next to display the Web Service, Web Client, and Service Credentials window. The Web Service, Web Client, and Service Credentials window of the Configuration Manager is pre-populated with the information entered during the installation process. This window, provided in the Configuration Manager, allows the user to make changes after installation, if necessary. Web Service, Web Client, And Services Credentials Window 1. If necessary, enter a new data service host name in the Data Service Host field. NOTE: The Install Path field and its adjacent Browse button are disabled because the location of the Crestron Fusion installation is fixed during the install process. If the Crestron Fusion install path needs to be changed, it must be uninstalled and reinstalled. 2. The Service Login Credentials section requires settings appropriate to local requirements: The Local System Account and This Account radio buttons allow a choice between using the predefined, existing Local System Account (which is the built-in Network Service account) and This Account, which allows the creation of an Application Pool account by enabling the App Pool Login ID and Password fields. NOTE: If Media Services are to be installed, the radio button for the Local System Account is disabled and an Application Pool account must be used. 30 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

35 Crestron Fusion Version 9.3 Enterprise Management Platform The Application Pool account created can be the same as the Local System or Network Service account, or it can be a different account if there are IIS security considerations that would not apply to the Local System or Network Service accounts. The App Pool Login ID allows the login ID credentials for the new Application Pool to be entered. The Password allows the password required by the App Pool Login ID to be entered. 3. Click Next to open the SQL Server Disk Selection for Crestron Fusion Database window if the SQL Server Disks check box was selected on the Database Credentials window for the Main database. NOTE: Refer to Appendix D: SQL Server Disk Selection on page 43 for additional information on SQL Server Disk selection and considerations. 4. Click Next to open the Save Crestron Fusion Configuration window. Save Crestron Fusion Configuration Window 5. If the changes are acceptable, click Save. To exit without saving the changes, click Exit. Once the changes have been saved, a window with the message Crestron Fusion configuration has been saved is displayed. 6. Click Exit to exit the Configuration Wizard. The Start Services window opens. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

36 Enterprise Management Platform Crestron Fusion Version 9.3 Start Services Window Click Yes to close the wizard and start the Crestron Fusion services on the server. Click No to close the wizard without starting the Crestron Fusion services. 32 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

37 Crestron Fusion Version 9.3 Enterprise Management Platform Appendix B: Licensing Crestron Fusion Fusion RV and Fusion EM are licensed separately. The Fusion RV Licensing window shows the license information for Fusion RV. The Fusion EM Licensing window shows the license information for Fusion EM. Either or both can be chosen for licensing. Be sure to reference the key code from the correct license when obtaining a site key. An unlicensed server s License State is listed as Inactive and is allowed five TCP connections. Once properly licensed, the number of connections is unlimited. If only one client is licensed, the other is disabled until it is licensed separately. Fusion RV Licensing Window Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

38 Enterprise Management Platform Crestron Fusion Version 9.3 Fusion EM Licensing Window 1. To set a license, click Update License. The Crestron Licensing window opens. Crestron Licensing Window If applying a new license, contact an authorized Crestron representative to obtain a license key. The key is copied in to the Site Key field of the Crestron Licensing window. If a previous license exists on the server where Crestron Fusion is being installed, the required License Site Key is automatically applied during installation. 2. If a valid site key exists on another computer, it can be transferred by selecting License Fusion RV or License Fusion EM from the tree at the left side of the Configuration Manager. Click Update License. The Crestron Licensing window opens displaying the unlicensed server. 3. Click the License Transfer radio button and then click Prepare. 34 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

39 Crestron Fusion Version 9.3 Enterprise Management Platform Crestron Licensing Window On Unlicensed Server 4. The Save the license information to a file window opens. Enter a name for the License Transfer File in the File name field and then click Save. Save The License Information To A File Window 5. Move the newly created License Transfer File to the server with the licensed installation of Crestron Fusion and copy it to the desktop. Open the Configuration Manager and then click Update License. The Crestron Licensing window opens on the licensed server. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

40 Enterprise Management Platform Crestron Fusion Version 9.3 Crestron Licensing Window On Licensed Server 6. Click Transfer Out. Select the new License Transfer File and then click Open. The Save the license information to a file window opens. Save The License Information To A File Window The new License Transfer File is prepared and ready to be transferred back to the unlicensed computer. NOTE: Be sure not to click Transfer In when it becomes enabled. 7. Transfer the file to the unlicensed server via a network, USB stick, or disk. 8. On the unlicensed server, click Transfer In from the Crestron Licensing window. 36 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

41 Crestron Fusion Version 9.3 Enterprise Management Platform Crestron Licensing Window On Unlicensed Server 9. When the Open window opens. Select the saved License Transfer File and then click Open. Open Window 10. When the Open window closes, click OK in the Crestron Licensing window. The license has been transferred. Note that the License Status on the Fusion RV Licensing window or Fusion EM Licensing window is changed to Active. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

42 Enterprise Management Platform Crestron Fusion Version 9.3 Appendix C: Capture-HD Software Installation and Testing Installation of Wowza Complete installation instructions for Wowza (CaptureLiveHD Streaming Server) can be found at NOTE: Before installing Wowza (CaptureLiveHD Streaming Server) the latest version of Java must be installed. Failure to do so requires a manual edit of the Wowza Java configuration field. 1. Install Wowza using the installer at 2. Locate the examples folder under the Wowza Media Server folder. 3. Run the.bat file located inside examples/simplevideostreaming. 4. Run the.bat file located inside examples/bwchecker. 5. Locate the applications folder and check the directory structure. There should be a vod folder that was created as a result of running the.bat file from step Create a folder named media within the vod folder. 38 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

43 Crestron Fusion Version 9.3 Enterprise Management Platform 7. Create a folder named test within the media folder. 8. Copy the sample.mp4 file from the content folder into \applications\vod\media\test. This file is used to test the Crestron Media Player web interface with the Wowza server. 9. Locate the conf/vod folder. 10. Open the Application.xml file in the conf/vod folder using a text editor and change the <StorageDir> tag located under <Streams> to <StorageDir>${com.wowza.wms.context. VHostConfigHome}/applications/vod/media</ StorageDir> 11. Close and save the file. 12. Start the Wowza services if they are not running. Restart them if they are already running. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

44 Enterprise Management Platform Crestron Fusion Version 9.3 Installation of the Crestron Media Player Web Interface 1. Launch the installation wizard. The Welcome to the Crestron Media Player Setup Wizard window opens. For x86 machines use CrestronMediaPlayerSetup32.msi. For x64 machines use CrestronMediaPlayer64.msi. Welcome To The Crestron Media Player Setup Wizard Window 2. Click Next. The Select Installation Address window opens. 3. Enter the virtual directory in Virtual directory field. This is the name used in the browser URL. By default, it is CrestronMediaPlayer. 4. Select the Application Pool. By default, DefaultAppPool is selected. Select Installation Address Window 40 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

45 Crestron Fusion Version 9.3 Enterprise Management Platform 5. Click Next to begin the installation. The Confirm Installation window opens. Confirm Installation Window 6. A physical directory is created called inetpub/wwwroot/crestronmediaplayer and all required files are placed in that directory and its sub directories. Testing Wowza 1. To test if the Wowza services are running, open a web browser and use the following URL: Wowza-ip-address is the IP address of the server running Wowza Media Server (for example, A successful response should return something similar to the following: Wowza Media Server 2 Developer build To test the Crestron Media Player web interface with Wowza, a sample MP4 video file is installed by Wowza. 2. Locate the content folder under the Wowza Media Server installed location. 3. Copy the sample.mp4 file from that folder to applications/vod/media/test. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

46 Enterprise Management Platform Crestron Fusion Version Locate the Crestron test.xml meta-data file that was installed with the Crestron Media Player web interface. The file is located in the inetpub/wwwroot/crestronmediaplayer/media/test folder. 5. Modify the following field: <NetConnectionURL>rtmp://localhost/vod/media</NetConnectionURL> Replace localhost with either the machine name where Wowza was installed or a resolvable domain (for example, <NetConnectionURL>rtmp://crestron_streaming.com/vod/ media</netconnectionurl><netconnectionurl>rtmp:// svr-crestream/vod/media</netconnectionurl>). 6. Use the following URL to test the Crestron Media Player with the Wowza server: cplayer.htm?info=media/test/test.xml. Your-web-server is the server where Crestron Media Player was installed, (for example, cplayer.htm?info=media/test/test.xml). 42 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

47 Crestron Fusion Version 9.3 Enterprise Management Platform Appendix D: SQL Server Disk Selection The SQL Server Disk Selection windows allow Crestron Fusion performance to be improved by separating the physical disk locations of each filegroup for the three Crestron Fusion databases: Main Database, Log Database, and Report Database. For a small installation, separate disk drives should not be necessary. The order in which the SQL server disk selection windows display depends on the order in which the SQL Server Disks check boxes were selected for each database in the Database Credentials window. SQL Server Disk Selection For Crestron Fusion Database Window 1. Click the drop-down list adjacent to each filegroup and choose the destination for that filegroup. Keep in mind the storage and performance requirements of the installation. Each drop-down list displays the available drives (either locally or on a network) and the free space on each drive. NOTE: This window is provided to maximize Crestron Fusion storage and performance by allowing the various filegroups to be isolated on their own dedicated drives or drives with sufficient storage capacity. 2. When selections have been completed, click Next. If the SQL Server Disks check box on the Database Credentials window for the Log database has been selected, the SQL Server Disk Selection for Fusion LOG Database window opens. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

48 Enterprise Management Platform Crestron Fusion Version 9.3 SQL Server Disk Selection For Crestron Fusion Log Database Window 3. Click the drop-down list adjacent to each filegroup and choose the destination for that filegroup. Keep in mind the storage and performance requirements of the installation. Each drop-down list displays the available drives (either locally or over a network) and the free space on each drive. NOTE: This window is provided to maximize Crestron Fusion storage and performance by allowing the various filegroups to be isolated on their own dedicated drives or drives with sufficient storage capacity. 4. When selections have been completed, click Next. If the SQL Server Disks check box on the Database Credentials window for the Report database has been selected, the SQL Server Disk Selection for REPORT Database window opens. 44 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

49 Crestron Fusion Version 9.3 Enterprise Management Platform SQL Server Disk Selection For Report Database Window 5. Click the drop-down list adjacent to each filegroup and choose the destination for that filegroup. Keep in mind the storage and performance requirements of the installation. Each drop-down list displays the available drives (either locally or over a network) and the free space on each drive. NOTE: This window is provided to maximize Crestron Fusion storage and performance by allowing the various filegroups to be isolated on their own dedicated drives or drives with sufficient storage capacity. Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version

50 Enterprise Management Platform Crestron Fusion Version 9.3 Appendix E: SQL Server Replication (Publication and Subscription) Replication is the process of sharing information between databases (or any other type of server) to ensure that the content is consistent between systems. Replication is normally used to increase the number of database servers available to clients, thereby reducing the load on each. Records written to the Main database are moved to the Reporting database through replication. Records written to the Log database are moved to the Reporting database through stored procedures. Generating reports from a reporting database ensures that the primary database is not impacted by potentially large report queries. If all three databases (crestronroomview, crestronroomview_log, and crestronroomview_report) are on a single SQL server, which is the simplest case, then the first four bullet points below are the most important to review. If all three databases are being used, with the Use Local Database and Use Report Database check boxes on the Database Credentials window selected, replication is set up and Crestron Fusion Reporting works. If only the main database, crestronroomview, is being used and the Use Local Database and Use Report Database check boxes are not selected, replication is not set up and Crestron Fusion Reporting does not work. Failure to comply with the information below results in a Crestron Fusion installation where Reporting does not work. The SQL Server account that Crestron Fusion is being installed under must be sysadmin on the SQL Server. The SQL Server Service account must have adequate permissions to perform the following steps: Create REPLDATA directory if it does not already exist. Grant full access of the REPLDATA directory to the SQL Server Service Login account. Start the SQL Server Agent if it is not already started. Installing Crestron Fusion requires sysadmin privileges on the SQL Server. The service account that runs the SQL Server service must have full control of the REPLDATA directory. If any of the three databases reside on a physically different SQL Server or even a different SQL Server instance on the same server, REPLDATA must be a shared directory named REPLDATA. If any of the three databases reside on a physically different SQL Server and the SQL Servers are in different Windows Domains, a Domain trust must exist so that the scheduled jobs have adequate permission to run. The SQL Agent service must be running and set to automatic. Typically the REPLDATA directory is created in the path of SQL Server s data as shown on the following page. This occurs when SQL Server is installed. 46 Enterprise Management Platform: Crestron Fusion Version 9.3 Installation Guide DOC. 7462B

51 Crestron Fusion Version 9.3 Enterprise Management Platform Repldata Directory Location If the SQL Server service is running under the Local System account, be sure that the Local System account has full control of the REPLDATA directory. Repldata Properties Window Installation Guide DOC. 7462B Enterprise Management Platform: Crestron Fusion Version