American Dynamics Intellex Policy Manager Operator's manual

Intellex®Policy Manager
Version 1.30
Part Number 8200-2603-11 A0
Installation and
Configuration Guide

ii
Notice
The information in this manual was current when published. The manufacturer reserves the right to revise and improve its products.
All specifications are therefore subject to change without notice.
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Under copyright laws, the contents of this manual may not be copied, photocopied, reproduced, translated or reduced to any
electronic medium or machine-readable form, in whole or in part, without prior written consent of Tyco International Ltd. © 2008 and
its Respective Companies. All Rights Reserved.
American Dynamics
6600 Congress Avenue
Boca Raton, FL 33487 U.S.A.
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Thank you for using American Dynamics products. We support our products through an extensive worldwide network of dealers. The
dealer through whom you originally purchased this product is your point of contact if you need service or support. Our dealers are
empowered to provide the very best in customer service and support. Dealers should contact American Dynamics at [phone]
or [phone] or on the Web at www.americandynamics.net.
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Corporation. PS/2®is a registered trademark of International Business Machines Corporation. Sony®is a registered trademark of
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Trademarked names are used throughout this manual. Rather than place a symbol at each occurrence, trademarked names are
designated with initial capitalization. Inclusion or exclusion is not a judgment on the validity or legal status of the term.
Thank you for using American Dynamics products. We support our products through an extensive worldwide network of dealers. The
dealer through whom you originally purchased this product is your point of contact if you need service or support. Our dealers are
empowered to provide the very best in customer service and support. Dealers should contact American Dynamics at [phone]
or [phone] or on the Web at www.americandynamics.net.

iii
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iv
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applicable. Manufacturer is Sensormatic Electronics Corporation, 6600 Congress Avenue, Boca Raton, FL, 33487.

v
Contents
Installation and Configuration
Compatibility of Policy Manager Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Compatibility Within the 4.1 Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Minimum Training Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Preparing to Install Policy Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Network Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Minimum Hardware Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Windows Firewall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Minimum Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Site Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Site Worksheet Continued . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Upgrade Instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Upgrading Policy Manager from v1.2 to v1.30. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Installation Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Accounts and Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Installing Policy Manager on a Networked PC. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installing Policy Manager AdminClient on a Local PC . . . . . . . . . . . . . . . . . . . . . 18
Installing Policy Manager Components on Intellex. . . . . . . . . . . . . . . . . . . . . . . . 19
Installing Policy Manager on a Windows Active Directory Domain . . . . . . . . . . . 24
Uninstalling Policy Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Adding Other Policy Manager Users and Roles. . . . . . . . . . . . . . . . . . . . . . . . . . 25
Manually Setting Remote Launch and Activation Permissions . . . . . . . . . . . . . . 25
Exporting the Proxy after New Users are Added on Windows XP Service
Pack 2 or Windows Server 2003 SP1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Explanation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Appendix A
Installing Policy Manager on a Windows 2003 Server . . . . . . . . . . . . . . . . . . . . . . . 37

Contents
vi Intellex® Policy Manager

1
Installation and Configuration
Caution
You must read these instructions before installing Policy Manager.
It is essential that you adhere to the compatibility matrix below when configuring versions of Intellex, the
Policy Manager Admin Client, and the Policy Manager server.
Compatibility of Policy Manager Configurations
Policy Manager 1.30 is compatible with Intellex versions 3.2, 4.0, 4.1, 4.2 and their service packs.
Compatibility Within the 4.1 Release
There are two types of compatibility:
• Intellex compatibility with the client-side drivers
Only one version of PM drivers works with each version of Intellex. All other configurations
are invalid.
• PM server compatibility with PM client (PM Admin Client or PM Intellex drivers)
The server should always be the same, or a newer version of the client.
Intellex
Version PM 1.1 Drivers PM 1.1 SP1 Drivers PM 1.2 Drivers PM 1.30 Drivers
3.2 X N/A N/A X
3.2 SP1 N/A X N/A X
4.0 N/A N/A X X
4.1 N/A N/A N/A X
PM Server PM Client
1.1 PM Client 1.1 SP1 PM Client 1.2 PM Client 1.30
1.1 XN/A N/A N/A
1.1 SP1 X X N/A N/A
1.2 XXXN/A
1.30 XXXX

Installation and Configuration
2Intellex® Policy Manager
Introduction
This document presents the following instructional aids to guide you through installation of the
Policy Manager for Intellex software:
• Minimum Configuration
• Site Worksheet
• Installation Instructions
First, complete the Site Worksheet on page 5 to keep track of vital information as you proceed with
the installation. Follow the Installation Instructions beginning on page 7for a concise tour through
the process. Please note that depending on your configuration, the compatibility requirements
differ for different versions of Policy Manager and Intellex. The User Requirements that precede
the instructions cover the minimum skill set for an administrator installing Intellex Policy Manager.
The minimum configuration is a starting point for setting up Policy Manager. If, however, you wish
to use an alternate system setup, adjust the process where necessary to accommodate your
custom configuration.
Note
Before proceeding, anyone planning to install Policy Manager must participate in the official
training and certification program for Policy Manager for Intellex.
If you want to install other modules from American Dynamics, such as Archive Manager for
Intellex, refer to the specific installation documentation for those products.
Caution
If Archive Manager is already installed, and you want to install Policy Manager, you must first uninstall
Archive Manager. After installing Policy Manager, reinstall Archive Manager.
Minimum Training Prerequisites
We recommend that the user have Microsoft network administration training or equivalent
experience. The prerequisites include the following levels of expertise.
Ability to:
• Create and manage domain user and group accounts
• Differentiate between various types of network architectures
• Join Windows 2000, XP Professional, and Server 2003 computers to domains
General understanding of the:
• Different types of user accounts and administering security in a Windows NT, Windows 2000,
Windows 2003, Windows XP, or Microsoft Vista environment
• Principal features of the Windows operating systems
• Basics of networking in a Windows NT, Windows 2000, Windows 2003, Windows XP, or
Microsoft Vista environment
• Common hardware components used in network communication
• Active Directory (if applicable to your network)
• WAN/LAN environments

Installation and Configuration
Installation and Configuration Guide 3
Preparing to Install Policy Manager
Before installing Policy Manager, you must set up the domain network and user accounts.
Network Requirements
Policy Manager is not network administration software and does not provide any tools for setting
up a network, adding computer names, instrument or user accounts. These areas are outside the
scope of this document. The following prerequisites are part of general network setup steps and
must be completed before installing Policy Manager:
• A network domain, using a Windows NT server, Windows 2000 server, or Windows server
2003 domain controller must be in place.
• Both the computer server where you are installing Policy Manager, and all Intellex units, must
be connected to the domain where you plan to install Policy Manager.
• All users who will access video from Intellex and/or Network Client, including administrators
using Policy Manager Admin Client to administer Intellex security, must have user accounts
on the domain.
Caution
Do not install Policy Manager server software on the domain controller.
Do not install Policy Manager server or Admin Client software on Intellex.
When installing Network Client on the Policy Manager client machine, install Network Client first. This
brings up the login screen to access Intellex units under advanced security.
Minimum Hardware Requirements
In addition to your existing network, the following computers and instruments are required:
Note
Keep operating systems current with the latest security updates from Microsoft.
Use high-speed network interface cards in a private network.
Item Quantity Explanation
Policy Manager Server 1Reliable machine that must be running for Policy
Manager to execute.
Must be configured with Windows 2000, XP
Professional, Server 2003, or Windows Vista
operating system.
Hardware Key
(provided) 1USB
Workstationtorun Policy
Manager Admin Client 1Must be configured with Windows 2000, XP Professional, Server 2003, or Windows Vista
operating system.
Update server and workstation machines with the
latest Windows service pack unless you have
already done so.
Intellex Unit 1 or more

Installation and Configuration
4Intellex® Policy Manager
Windows Firewall
Policy Manager Server does not support the Windows Firewall on Windows XP (SP2) or Windows
Server 2003 (SP1). If you want to install the server on one of these specific operating systems, you
must disable the firewall. Refer to Microsoft documentation for instructions. This restriction does
not have an impact on installation of the client software.
Minimum Configuration
The minimum configuration for Policy Manager follows.
Policy Manager for
Intellex Admin-Client
software Policy Manager for
Intellex server software
Corporate Network (LAN, WAN, VPN)
Network
Client
Intellex
Primary Domain Controller

Installation and Configuration
Installation and Configuration Guide 5
Site Worksheet
Complete this worksheet and use as a reference for all the computer names and user accounts
related to the Intellex DVMS network with Policy Manager.
Note
These accounts must either already exist, or you must add them to the domain before beginning
installation.
Network Domain Name: • ___________________________
Computer Server Name:
Where Policy Manager will be installed
Note
The computer must be on the domain before
installing Policy Manager
• ___________________________
Username - Policy Manager Server User
Account:
Username Example: PMSRVACC
• ___________________________
Password – Policy Manager Server User Account:
You must complete this entry • ___________________________
Username - User Account for all Intellex Units:
Username Example: PMINSTACC • ___________________________
Password – User Account for all Intellex Units:
You must complete this entry • ___________________________

Installation and Configuration
6Intellex® Policy Manager
Site Worksheet Continued
Enter account names for users who fill the following three roles. Use these later when assigning
permissions to the roles.
Note
Remember that Site Administrators can also change security configurations.
Instruments
(Have permission to auto log on from instruments
to the network and connect to Policy Manager
server)
• ______________________________
• ______________________________
• ______________________________
• ______________________________
• ______________________________
Security Administrators:
(Can modify security settings) • ______________________________
• ______________________________
• ______________________________
• ______________________________
• ______________________________
Site Administrators:
(Have full control over this Policy Manager site.
Refer to User’s Guide section on roles and
permissions.)
• ______________________________
• ______________________________
• ______________________________
• ______________________________
• ______________________________

Installation and Configuration
Installation and Configuration Guide 7
Upgrade Instructions
Upgrading Policy Manager from v1.2 to v1.30
When you install the Policy Manager server, the following message appears:
Do you want the installation to reset your existing SiteMap settings? This will also delete all
existing instrument settings and default security template.
• If you select Yes, your settings are deleted and you start a new install.
• If you select No, your existing settings are retained and your default security template is
converted to the Policy Manager 1.30 format.
• When an Intellex registers or connects to the Policy Manager server, it automatically sends the
correct format information based upon the version of Policy Manager drivers that are installed on
the Intellex.
Caution
Before starting the upgrade install of the Policy Manager server, make sure that it is not running using
Component Services and that all clients are closed.
Caution
If Archive Manager is already installed, and you want to install Policy Manager, you must first uninstall
Archive Manager. After installing Policy Manager, reinstall Archive Manager.
Installation Instructions
Policy Manager can only be installed on a networked computer registered on a network domain.
The Intellex systems are also required to be registered on the same network domain and all users
of Policy Manager and those managed by Policy Manager will need to be registered domain users.
If you are unsure of any of the above information please contact your network administrator or
your IT department to confirm that the individuals intending to use Policy Manager and the system
on which you intend to install Policy Manager meets these requirements.
Before starting to install Policy Manager, it is important to identify those users that you wish to act
as Site Administrators and Security Administrators. During installation you will need to select these
users and assign them the appropriate roles. These users will need to be registered users on the
network domain.
You will need to contact your IT department or network administrator to add two new user accounts
to the network domain that Policy Manager will be connected to. These accounts are:
• An account for the Policy Manager Server itself – this can be set up with a relevant user
name such as pmsrvacc. Ensure that you are given the password since you will need to enter
both details during the installation procedure.
• An instrument account – this is used by all Intellex systems to log on to the network domain.
Again, ensure that you are given the password since you will need to enter both details
during the installation procedure. Once the Intellexes are set up after the installation of Policy
Manager they will automatically log on to the network and enter advanced security mode.

Installation and Configuration
8Intellex® Policy Manager
To ensure that these accounts are active and the passwords are correct prior to beginning the
installation procedure, simply log on to the network domain using the user name and password for
each account.
A typical installation would use a networked PC set aside for the Policy Manager application. Refer
to Appendix A for information on installing Policy Manager on a Windows Server 2003 system.
Accounts and Roles
•ThePM Server account is the account on which the PM service runs.
•TheInstrument account is the auto-domain login account added during the PM Server
installation and later referenced to during the PM Intellex Components installation on the
Intellex.
•TheSecurity Administrator is a user or group of users who can modify Intellex security
settings within the Admin Client but not administer the entire PM site. The user logs into the PM
Server with Admin Client also installed or to the remote AdminClient computer using their
domain login credentials and then open PM AdminClient software and manage user and group
permission. The Security Administrator could also be a user, or user in a group, added within the
AdminClient and allowed or denied access to an Intellex locally or remotely. The user would then
log into the Intellex at the Advanced Security login screen using domain login credentials, or at
the Network Client Advanced Security login screen.
•TheSite Administrator is a user or group of users who can modify the entire PM AdminClient
site. The user logs in to the PM Server with AdminClient also installed or to the remote
AdminClient computer using their domain login credentials and then opens PM AdminClient
software and manages all settings. The Site Administrator could also be a user, or user in a
group, added within the AdminClient and allowed or denied access to an Intellex locally or
remotely. The user would then log in to the Intellex at the Advanced Security login screen using
domain login credentials, or at the Network Client Advanced Security login screen.

Installation and Configuration
Installation and Configuration Guide 9
Installing Policy Manager on a Networked PC
You can install Policy Manager on a PC running Windows 2000, Windows XP Pro or Microsoft
Vista.
Caution
Do not connect the hardware key until the end of the server installation procedure.
1Insert the Policy Manager CD. Setup.exe will run and the Policy Manager - InstallShield Wizard
will display:
2Click Next to begin the installation. The License Agreement dialog displays.

Installation and Configuration
10 Intellex® Policy Manager
3Review and accept the license agreement and click Next. The Choose Destination dialog
displays:
4Confirm that the install destination folder is correct. Click on the Browse... button to select
another.
5Click Next. The Select Features dialog displays:
6Select Policy Manager Server and Policy Manager AdminClient and click Next.
Note
Policy Manager AdminClient is recommended as it provides an interface with which you can
administer Policy Manager using the system on which it is installed.
Do not select Policy Manager Intellex Components.
Caution
DO NOT select
Policy Manager
Intellex Components.

Installation and Configuration
Installation and Configuration Guide 11
7The Ready to Install dialog displays. Click Install. The Set Application Identity dialog displays:
8Enter the Username, Password, and Domain Name for the Policy Manager Server user
account.
9Click Next. The Populate Application Roles dialog displays:
Note
This screen allows you to assign application roles to user accounts that are already registered
on your network. The screen defaults to the Instruments option and the Policy Manager
account will already be listed as having the instrument role.
This screen
defaults to the
Instruments
option. Click on
the other
application roles
to display current
assignees for that
role.

Installation and Configuration
12 Intellex® Policy Manager
10 Click on the Add Member... button. The Select Users or Groups dialog displays:
Note
Different versions of the operating system may have different versions of this dialog. This one
is for Windows 2000. Refer to your Microsoft documentation for information about this dialog.

Installation and Configuration
Installation and Configuration Guide 13
11 To assign the Instrument role:
aSelect a user and click on the Add button.
bRepeat as appropriate (you can assign the Instrument role to more than one user).
cClick OK.
12 The Populate Application Roles dialog redisplays:
The users you selected in step 12 will display in the Members Assigned to Instruments section.
13 Select the Security Administrators option (in the Application Roles section). The following
screen displays:
14 Click on the Add Member... button. The Select Users or Groups dialog displays.
15 To assign the Security Administrator role:
aSelect a user and click on the Add button.
bRepeat as appropriate (you can assign the Security Administrator role to more than one
user).
cClick OK.

Installation and Configuration
14 Intellex® Policy Manager
16 The Populate Application Roles dialog redisplays. The users you selected in step 15 will
display in the Members Assigned to Security Administrators section.
17 Select the Security Administrators option (in the left-hand side of the screen). The Populate
Application Roles screen displays:
18 Click on the Add Member... button. The Select Users or Groups dialog displays.
19 To assign the Site Administrator role:
aSelect a user and click on the Add button.
bRepeat as appropriate (you can assign the Site Administrator role to more than one user).
cClick OK.
20 The Populate Application Roles dialog redisplays. The users you selected in step 19 will
display in the Members Assigned to Site Administrators section.
21 Click OK. The installation will continue and the following dialog will appear:
22 Ensure that you do not have the hardware key attached to the system and click OK.