TANDBERG MANAGEMENT SUITE 10.0 Installation Manual Getting Started D12786 Rev.16 This document is not to be reproduced in whole or in part without permission in writing from:
Contents INTRODUCTION 3 REQUIREMENTS 4 INSTALLATION 6 INSTALLING INTERNET INFORMATION SERVICE (IIS) AND SNMP SERVICES 6 SQL SERVER INSTALLATION 6 INSTALLATION OR UPGRADE OF TANDBERG MANAGEMENT SUITE 6 UNINSTALLING TMS 20 COMPLETELY REMOVING TMS FROM A SERVER 21 REQUIREMENTS FOR VIDEOCONFERENCING SYSTEMS 22 GETTING STARTED 23 HOW TO START TANDBERG MANAGEMENT SUITE 23 PERSONAL INFORMATION 24 SETTING UP YOUR TMS SERVER 25 ADDING YOUR FIRST SYSTEM TO A FOLDER 26 BOOK A MEETING 26 MONITORING SYSTEMS WITH THE GRAPHICAL MONITOR 27 ADDING A TMS SERVER PHONE BOOK 28 MAKING A SYSTEM CONFIGURATION BACKUP 29 VIEWING SYSTEM STATISTICS 30 Contents 2
Introduction The TANDBERG Management Suite (TMS) is a common portal for carrying out key operations and monitoring your videoconferencing network, including support for TANDBERG and other manufacturer s systems from a central location. The suite allows you to book, monitor, maintain, manage and troubleshoot your videoconferencing systems from a single location, ensuring the smooth operation of all systems. The TANDBERG Management Suite lets you easily manage all your TANDBERG systems, including remote software updates and centralized directories. The TANDBERG Management Suite is web-based, and can therefore be accessed from any workstation running a web-browser. Microsoft Internet Explorer 5.5 and higher for Windows is required. The videoconferencing systems are placed in a structured overview for easy navigation, control and maintenance. The ability to control, monitor, schedule calls and maintain all your videoconferencing systems from one point will dramatically decrease the time used for tasks such as software upgrading, call control, managing directories and monitoring. Introduction 3
Requirements TMS Server Minimum Hardware Requirements Pentium compatible processor: 2 GHz or higher. Memory: 1 GB RAM or higher. Server Software Requirements TMS Server: Operating system: Windows 2000 Server SP4 or newer / Windows 2003 server (English and Chinese versions are supported) Available disk space needed for TMS Installation: 350MB (additional 400 MB required if downloading and extracting TMS) Dedicated Server: TANDBERG highly recommends installing TMS on a dedicated server. The level of CPU time and memory usage will vary depending on the number and sizes of conferences TMS is managing; other applications running on the server can therefore be affected. Running the MSDE/SQL server on the same machine is supported, but having the database on a different machine will give better performance and reduce memory usage as the SQL service and the ASP.NET server are memory demanding applications that will use all available memory on the machine. TANDBERG will therefore not support TMS installations where applications other than TMS and MSDE/SQL server are installed on TMS server. Virtual Servers: Due to the high CPU and memory requirements of TMS; TMS does not lend itself well to running on Virtual Servers as they increase overhead or try to share resources between servers. As such, TANDBERG does not recommend running TMS on Virtual Servers for the benefits of sharing server resources. Database server: Database software: MSDE 2000 SP3a or Microsoft SQL 2000 SP3a server (recommended) with Mixed Authentication mode NOTE: The MSDE 2000 SQL Server is included with TMS to accommodate small installations where users do not have an existing SQL Server. However, MSDE only allows for 8 concurrent queries towards the databases which limits its performance and capabilities.. When the 8 concurrent queries are exceeded, MSDE will start queuing up the queries which will lead to poor performance in TMS. Due to MSDE s limitations, TMS will require using a full SQL server license on larger installations of TMS. The threshold for switching to a SQL server rather than an MSDE installation is not directly linked to a specific number of systems in TMS, but also depends on the number of running conferences, the use of the web pages and the speed of the server. When you get warnings from MSDE in the Windows Application Log saying that the number of concurrent queries has been exceeded you should upgrade to a full SQL server. If your TMS installation meets one or more of the points below, you should upgrade from MSDE to SQL server: More than 50 endpoints are managed by your TMS TMS is used to manage and launch calls with a TANDBERG MPS Introduction 4
TMS manages conferences with more than 8 dial-out participants You have a 3rd party booking API (Application Integration Package) installation (Microsoft Exchange, Lotus Domino etc) Recommended minimum disk space for the TMS database: 200MB NOTE: If TMS manages approximately 100 systems and those systems are used on a normal basis, expect that the database will grow with approximately 200MB per year. Database growth can be managed by purging old records using the TANDBERG Database Management Utility included with TMS. SMTP Server: TMS requires access to a SMTP (Mail) server to be able to send its emails out to users. This SMTP server does not have to be local to the TMS Server and does not require the SMTP service to be running on the TMS server itself. Please note however that many Anti-Virus programs block attempts to send email directly from applications which would prevent TMS from being able to send email. Please verify your Anti-Virus program configuration and verify it will allow programs to send mail using the SMTP Port (TCP Port 25). Client Software Requirements Microsoft Internet Explorer 5.5 for Windows is supported, but version 6.0 or newer is recommended Java Virtual Machine Runtime Engine (JRE) 1.4.2_05 or newer (version 1.5 or newer is recommended) is required for using the Monitoring pages in TMS. The JRE will automatically be downloaded and installed from the Internet if it is not found on the client. If the client does not have Internet access, the JRE can be downloaded directly from the TMS server. The path is found in the Monitoring section in the TMS help texts (click the question mark in the upper right corner of the screen in any TMS page). Introduction 5
Installation This chapter gives an overview of the TMS installation. The following components will be presented. Installing Internet Information Service (IIS) SQL Server installation Installing TANDBERG Management Suite Installing Internet Information Service (IIS) and SNMP Services Windows 2000 server and Windows 2003 server During installation the TMS installer will check for IIS and SNMP Services already installed on the server. If these services are not present, TMS will begin the Windows Setup to install them as part of the TMS installation. Note, the Windows Setup may ask for the Windows CD-ROM to complete the installation. To install or reinstall these services manually, Follow the steps below:. 1. Choose Start in the start menu, then Settings Control Panel. 2. Double-click Add/Remove Programs. 3. Click Add/Remove Windows Components. This opens the Windows Components Wizard. 4. In the Components list, Double-Click Internet Information Service (IIS)(Under Application Server in Windows 2003),select World Wide Web Service, and click Ok. 5. Under Management and Monitoring Tools, select Simple Network Management Service, and click Ok 6. Click Next to start the installation of the Components 7. Click Finish when complete to close the wizard. SQL Server installation TMS requires its database to be stored on an SQL server specified during the installation. If no SQL server is installed on that server, by default TMS will automatically install MSDE 2000. If a remote SQL Server is to be used for the database, you must select custom during installation where a remote SQL server can be specified. TMS supports both MSDE 2000 and MS SQL 2000 server, including named instances and any of these will be detected by the installation program. NOTE: Running TMS and SQL on the same server demands more memory and processing power than running them on separate servers. Installation or Upgrade of TANDBERG Management Suite The Installation Before you start the installation make sure that you have administrator user rights and that you have your Windows CD-ROM available, as TMS may require installing some Windows components. 1. Close all open applications and disable virus-scanning software. Installation 6
2. Insert the TANDBERG Management Suite CD-ROM into the CD-ROM drive. The Start page on the CD-ROM automatically starts. If CD does not auto start upon being inserted, select Browse.bat in the root directory on the CD-ROM. 3. Click the TANDBERG Management Suite software link. 4. The installer will search for a previous installed TMS. If a TMS is present, the installer will start an uninstall wizard. Only the TMS files will be removed and the TMS database will still remain on the server. 5. The TANDBERG installer will prepare for the installation wizard. 6. A welcome window will appear on the screen. Press the Next button to continue. Installation 7
7. Click Yes if you accept the license agreement. 8. Choose Complete or Custom Installation. Complete will use TANDBERG s standard values and install TMS to the default location with no extra options, while Custom will give you options on where to install the files and the database. Please jump to step 17 if you choose Custom installation. Installation 8
9. If TMS finds a database on the server, it will ask you for the username and password to access this database. If there is no database on the server TMS will ask you for the sa password to be set on the database TMS will create. Note: The sa password must be retained as it is required for future upgrades or TMS maintenance! 10. If TMS finds an existing TMS database on the server, it will prompt you if you want to re-use the existing database. If the database is an older or current version and select Yes, TMS will automatically update the existing database to the current version and retain the existing information. If you choose No, the installer will quit and you must manually remove the database from the SQL server if you wish to re-use that SQL Server. Please refer to the TMS Release Notes for additional details for upgrading between specific versions of TMS. Installation 9
11. If an existing database is found, TMS will recommend you to take a backup of it. Enter the path for where you want the backup stored in this window. (The path is local to the database server) 12. TMS will now ask you to insert your software key and your option keys for enabling support for more systems or additional packages like Client Solution Package, Application Integration or Network Integration. If upgrading from an existing version, your existing keys will be shown. A new software key is required when upgrading to a new major release. However, if no new release key is entered or all the fields empty you will install an evaluation installation of TMS which includes support for 3 systems for TMS and 25 clients for Scheduler and TANDBERG IM trial license. Installation 10
13. Now you are going to configure some of the most important settings for TMS. Verify that the suggested IP address for the TMS server is correct. Check that the scan range where TMS will search for new systems is correct. Type in the IP address (or DNS hostname) of an SMTP mail server and the from address emails from TMS should use. Note that you can change all these settings from within TMS after the installation as well. 14. This is where you set the Default Time Zone for TMS. The Default Time Zone should be set to where the majority of the TMS users are situated to simplify user setup. This is also where you create the default IP and ISDN zones. These zones are important to have since TMS will use them for call routing. You can create new zones from within TMS and alter the existing ones after TMS is installed. Installation 11
15. TMS is now ready to install. Verify all settings before you press Next. Note, the server might reboot multiple times during the installation. This is due to adding Windows components, such as the Microsoft.NET platform. 16. If you are installing onto a Windows 2003 server, ASP.NET web extensions must be enabled within IIS after the installation. By default, the Windows 2003 server disables ASP.NET web extensions. To enable these extensions, enter computer management, scroll down to Internet Information Services (IIS) Manager, select the Web Service Extensions, then select ASP. NET v1.x.xxxx and press Allow. Installation 12
NOTE: You have now completed your installation of TMS and may skip out of this section. The rest of the Installation section is dedicated to a Custom install. 17. If you choose to perform a Custom Install, choose Custom and press Next. 18. Choose which components of to install. Deselecting TMS will only install Microsoft SQL Server Desktop Engine and the TMS database. Installation 13
19. On the page below, you will be able to select the IIS Web Site on the IIS Server on which the TMS will be installed. By default, TMS will install within the Default Web Site by creating a TMS virtual directory. If you wish to install TMS within another web site on the IIS Server, select that specific Web Site from the drop down list. The installer will detect previous installations of the TMS virtual directories within the IIS server. If you wish to reuse the existing virtual directories, select the checkbox entitled Use the existing virtual directories on my server in order to preserve these existing virtual directories. If there are no existing virtual directories used by TMS on the server, the check box enabling you to preserve the virtual directories will be disabled. Installation 14
20. The next page will allow you to select which SQL database to use. If Install the database locally is selected, the installer will install MSDE 2000 on the local server. If you wish to install the database on an existing SQL server, select the second choice and select the SQL Server from the drop down list. The installer will try to detect all instances of SQL on the local network. Named instance installations of are shown as Server-name/Instance-name in the dropdown menu. Specify the username and password of the specific SQL Server instance at the bottom of the screen. If the existing SQL database is not in the dropdown list, or you wish to use another server specifically, choose the third option and enter the IP Address or DNS name of the SQL server to use. Named instance installations should be entered as Server-name/Instance-name. Specify the username and password to use with the SQL Server at the bottom of the screen. Note: TMS by default will use the sa SQL user account when connecting to existing SQL databases. If it is required for security purposes another username can be specified as long as that username has the proper permissions in the SQL Server to create the database and assign security settings for it. The user specified will be used for all communication to the database by TMS. 21. If TMS finds an existing TMS database on the server, it will prompt you if you want to re-use the existing database. If the database is an older or current version and select Yes, TMS will automatically update the existing database to the current version and retain the existing information. If you choose No, the installer will quit and you must manually remove the database from the SQL server if you wish to re-use that SQL Server. Please reference the TMS Release Notes for additional details for upgrading between specific versions of TMS. Installation 15
22. If TMS found an existing database, TMS will recommend you to take a backup of it. Enter the path for where you want the backup stored in this window. (The path is local to the database server) 23. TMS will now ask you to insert your software key and your option keys for enabling support for more systems or additional packages like Client Solution Package, Application Integration or Network Integration. If upgrading from an existing version, you existing keys will be shown. If you do not enter in a valid release key or leave all the fields empty you will get an evaluation installation of TMS which includes support for 3 systems for TMS and 25 clients for Scheduler and TANDBERG IM trial license. Installation 16
24. Next, configure some of the most important setting to make TMS work. Verify that the suggested IP address for the TMS server is correct. Check that the scan range where TMS will search for new systems is correct. Type in the IP address of a SMTP mail server and the from address emails from TMS should use. Note that you can change all these settings from within TMS after installation as well. 25. This is where you set the Default Time Zone for TMS. The Default Time Zone should set to where the majority of the TMS users are situated to simplify user setup. This is also where you create the default IP and ISDN zones. These are important to have since TMS will use them for call routing. You can create new zones from within TMS and alter the existing ones after TMS is installed Installation 17
26. Verify that all the paths suggested by TMS are in fact where you want the different components installed. If not change them to your desired destinations. NOTE: if a field is greyed out, you will not be able to edit it because the component is already installed and will not be affected. 27. Please verify that all the information is correct before you press Next to fulfil the installation process. Installation 18
28. If you are installing onto a Windows 2003 server, after the TANDBERG Installer is complete, you must enable ASP.NET web extensions in IIS which is disabled by default in Windows 2003. This is done by entering computer management, scrolling down to Internet Information Services (IIS) Manager, selecting the Web Service Extensions, then selecting ASP. NET v1.x.xxxx and pressing Allow. Start the TMS program During the installation the TMS will be added to a program group called TANDBERG. This is located under Programs in the start menu. Select the TANDBERG Management Suite icon in the TANDBERG folder. To start TMS from another computer, see Getting Started - How to start TANDBERG Management Suite. Installation 19
Uninstalling TMS To uninstall TMS, select Uninstall in the TANDBERG-folder from the start menu. A welcome window will appear that explain that the uninstallation script will remove TMS, but the database must be removed separately. TMS will stop all running TMS services before removing them as well as the TMS files. Press Finish when the uninstallation is done. Installation 20
Completely Removing TMS from a Server If you uninstall TMS as described in the previous section, the TMS database and SQL server will be left intact for future installations or upgrades. If you wish to completely delete TMS, its data and MSDE from a server complete the following steps. NOTE: These steps assume that MSDE was installed by TMS and is not being used by any other applications and is safe to remove. Do not remove MSDE or its program folder if MSDE is used by any other application. WARNING: These steps will delete ALL TMS data. Do not proceed if you intend to save any information from your TMS installation. 1. Uninstall TMS by selecting Uninstall in the TANDBERG-folder from the start menu or by selecting TANDBERG Management Suite from the Add/Remove Programs Control Panel.. A welcome window will appear that explain that the uninstallation script will remove TMS, but the database must be removed separately. Click Next to start the uninstallation. A reboot of the server will be required after the program completes. 2. Uninstall the MSDE server by opening the Add/Remove Programs Control Panel and double-click Microsoft SQL Server Desktop Engine to start the uninstallation of MSDE. 3. Delete the Program folder used by the MSDE Installation. By default, this is c:\program files\microsoft Sql Server. 4. Delete the Program folder used by the TMS installation. By default, this is c:\program files\tandberg\tms. 5. Open the Start Menu of the server and select Run. Enter regedit and click Ok. 6. Navigate the folder tree to the key HKEY_LOCAL_MACHINE\SOFTWARE\Tandberg\TANDBERG Management Suite. Installation 21
7. Right click on the folder for the key and select Delete to delete the registry key. Deleting the TMS Registry Key 8. TMS is now completely removed from the machine and any future installations on this server will act as new installations. Requirements for Videoconferencing systems TANDBERG Management Suite supports systems from both TANDBERG and other major Videoconferencing vendors. Specific feature and device support is dependant on product and software versions. For details on specific feature support, configuration requirements, and version compatibility for TANDBERG and all other devices supported in TMS, please reference the Product Support Document linked on the Index page of your TMS installation media. This document can also be found on the web at http://www.tandberg.net/tms_documentation/3rdpartysupport10.pdf Installation 22
Getting started This chapter will guide you through the main features of the TMS. The areas that are covered are: How to start TANDBERG Management Suite Fill in Personal Information Setting up your TMS server Adding your first system to a folder Book a meeting Monitoring systems with Graphical Monitor Adding your first TMS Server Phone Book Making your first backup of settings on a videoconference system Getting your first system statistics How to start TANDBERG Management Suite To start TMS, open your web browser and enter the following in the address bar: http:// THE IP ADDRESS OF THE TMS SERVER /tms or http:// DNS name /tms Getting started 23
Personal Information How you login to TMS depends on your Operating System and browser. After entering the URL for TMS, you may be prompted with a Login Window. Login using a valid Username and Password from the Windows Network available to the TMS server. You may be required to specify the domain name associated with the username. If no domain field is displayed, you may enter it in the username using the format 'domain\username' The first time any user logs into TMS, they will be prompted to fill in personal information. Fill in all the fields and set the time zone for your location. If your TMS installation includes the TMS Scheduler option, you can also specify the language and the start page you want your scheduler to use, how many of the last-used-systems you want listed when scheduling a meeting and tick off whether or not you want to have your meetings as a starting page for TANDBERG Scheduler. Fill in all the required fields (see figure below), and press the Update your personal information button. Note: You can update your Personal information later by clicking on your name on the lower left hand side of the screen Note: The language setting can be set individually for each user. Setting it to Simplified Chinese will allow for each user to see every page in TMS in Simplified Chinese. Getting started 24
Setting up your TMS server Open Administrative tools - TMS Configuration as shown in the figure. TMS Configuration During the installation the most important settings will automatically be set in the TMS server. There are some settings that have to be correct to ensure that the TMS will work properly. Before adding systems or users in TMS, you should go through the following list and ensure that all recommended settings are set accordingly. 1. TMS Default IP/ISDN Zones (under General) - The location given by default to new codecs registered with TMS. 2. SNMP Community Name (under Network) - This has to match the community name set on the codec (default: Public). 3. SNMP Trap Host (under Watchdog) - The IP-address of the TMS server. 4. SMTP Server (Mail Settings) - The DNS name or IP-address of the SMTP server on your network. 5. Web Conferencing (under Web Conference) - URL and passwords to web conferencing servers (if applicable) Recommended TMS Settings Before adding new systems and users to TMS, it is recommended that the following settings are considered in order to ease later administration of TMS. 1. In the folder User Administration under Administrative Tools there is a function called Default Groups. This is where you define the default access level to new users. In order to control the access level of new users, you should set the default access level accordingly. 2. In the folder Zones under Administrative Tools you can define the different Zones that your systems will reside in. In order to ease the process of adding new systems to TMS it is recommended that the locations are predefined before adding the systems. Getting started 25
Adding your first system to a folder Open System Management - Navigator as shown in the figure. Add Folder 1. Press the New Folder button. 2. Type the name of the new folder in the field Folder Name and press the Save button. 3. The new folder has been added. Add System 1. Press the Add Systems button. 2. Type the System IP-Address (or DNS Name) or Check off systems in the list From List. 3. Press the Add button. 4. If the TMS detects errors in the system settings, TMS will advice you on which actions to take. 5. The system has been added to the folder. Book a meeting To book a meeting select Booking - Book a meeting from the menu as shown in the figure below. 1. Select from the directory or list of systems to be added to the conference. To add a site not listed, enter the Country Code, Area Code, and Number in the fields provided, select ISDN or IP and click the 'Add Video' button. 2. Press the Next >> button. 3. Click on a number on the calendar to set the date (to change month, click the > button on the top of the calendar). 4. Type the starting time in the field Starting Time. 5. Type the duration in the field Duration. 6. Press the Next >> button. 7. Press the Confirm button to verify the scheduled call. 8. The call has been scheduled. Getting started 26
Monitoring systems with the Graphical Monitor To view the Graphical Monitor choose Monitoring Graphical Monitor from the menu as shown in the figure below. Graphical Monitor In Graphical Monitor you can zoom in on all videoconference systems. By clicking a system icon, system information will be displayed. Systems being in a call will be indicated with green lines between them. By clicking a folder, all systems in the folder will be displayed. Getting started 27
Adding a TMS Server Phone Book A Phone Book is used for saving, organizing and retrieving the names and numbers of frequently called people and/or sites. Names and numbers are stored in the Phone Book and can be retrieved/dialled using the remote control or from TMS. To create a phone book select System Management - Phone Books from the menu as shown in the figure. Creating new phone books Press New. Enter a phone book and press Save. Add entries to the Phone book Click the Edit link to the right of the phone book or click New Entry in while creating the phone book.. Fill in the name, ISDN-number, ISDN-bandwidth, voice-number, IP-address and IP-bandwidth in the fields. Press Save to save the data. Update systems with Phone books The Set on Systems link is used to select systems that will use this phone book as their global or corporate directory. Click on the Set on Systems link which will give you the folder tree of systems within TMS. Select the systems to use the phonebook by double clicking the system or selecting it and pressing the right-arrow. If the systems are using this phonebook as a global directory you need to specify how often the phonebook should be posted to the system while the corporate directory will read the phonebook directly from TMS. Click OK when you are finished. Please note that systems using corporate directories can handle multiple phonebooks. Getting started 28
Making a System Configuration Backup To backup one or more system choose Systems - Configuration Backup from the menu as shown in the figure. Backup settings to TMS Here you choose which systems to backup on the TMS server. All the system configurations are stored on the TMS server for later restoring. Select systems (double-click the first folder to select all), and press the Make Backup button. For systems that are already backed up on the server, the date of the previous backup is shown next to the system name. Restore settings to system Only systems with a backup on the TMS server are available for selection in this menu. To restore the system settings, select the systems to restore to, and press the Restore button. The settings stored on the TMS server as described above, are then restored to the system. Press the Restore Daily button to make TMS restore the configuration to the systems on a daily basis. Getting started 29
Viewing System Statistics To view statistics select Reporting from the menu as shown in the figure. The Statistics in TMS will give you detailed information about events and errors on the systems in your network. The following statistics are available: Meeting: Scheduling: System: Network: Call Detail Record (CDR), Endpoint Activity, MCU Activity, Gateway Activity, Billing Codes Conferences, User Boot, Authentication Failure, FTP Audit, Low Battery, Trap Log, Connection Error System Connection, Bandwidth, Packet loss Return on Investment: Show the investment cost of the video systems linked up with the usage of the systems. Getting started 30