evertz EQX User manual

EQX Server Manual
Revision 2.2 Page i
TABLE OF CONTENTS
1. OVERVIEW............................................................................................................................................1
1.1. EQX SERVER SPECIFICATIONS..................................................................................................1
2. INSTALLING DEBIAN ETCH OS..........................................................................................................2
3. INSTALLING THE EQX SERVER .........................................................................................................3
4. OPERATING THE EQX SERVER .........................................................................................................4
4.1. REQUIREMENTS FOR USING THE WEB CONFIG TOOL...........................................................4
4.2. GETTING STARTED: SETTING UP YOUR ROUTER SYSTEM ...................................................4
4.2.1. Defining Your Routing Devices................................................................................................8
4.2.2. Establishing Tielines ................................................................................................................9
4.2.3. Global SRC Availability..........................................................................................................10
4.2.4. Global Aliases........................................................................................................................12
4.3. WORKING WITH THE EQX SEVER ............................................................................................17
4.3.1. Panel Profiles.........................................................................................................................17
4.3.2. Configuring the Interfaces......................................................................................................25
4.3.3. Reports...................................................................................................................................30
4.3.4. Web Config Tool Users..........................................................................................................31
5. APPENDIX: LINUX CRASH COURSE................................................................................................32
5.1. COMMAND LINE TIPS.................................................................................................................32
5.2. USEFUL LINUX COMMANDS......................................................................................................32

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Figures
Figure 4-1: Welcome Screen..................................................................................................................4
Figure 4-2: Login Screen........................................................................................................................5
Figure 4-3: EQX Server Uploaded..........................................................................................................6
Figure 4-4: Change Sets.........................................................................................................................7
Figure 4-5: Configuration Management..................................................................................................7
Figure 4-6: Server: Devices Tab.............................................................................................................8
Figure 4-7: Server - Tielines Tab............................................................................................................9
Figure 4-8: Device List..........................................................................................................................10
Figure 4-9: Server: Global SRC Availability..........................................................................................11
Figure 4-10: Global Aliases ..................................................................................................................12
Figure 4-11: Import/Export Aliases.......................................................................................................13
Figure 4-12: Prefix................................................................................................................................14
Figure 4-13: Aliases..............................................................................................................................15
Figure 4-14: Source Aliases .................................................................................................................16
Figure 4-15: Profiles .............................................................................................................................17
Figure 4-16: Profiles Tab......................................................................................................................18
Figure 4-17: Modify Password..............................................................................................................18
Figure 4-18: Destinations......................................................................................................................19
Figure 4-19: Destinations......................................................................................................................20
Figure 4-20: Prefixes ............................................................................................................................20
Figure 4-21: Destination Aliases...........................................................................................................21
Figure 4-22: Virtual Destinations ..........................................................................................................22
Figure 4-23: Profile Sources.................................................................................................................22
Figure 4-24: Profile - Source Availability...............................................................................................23
Figure 4-25: Profile - Source Prefixes...................................................................................................23
Figure 4-26: Profile - Source Aliases....................................................................................................24
Figure 4-27: Profile - Virtual Sources....................................................................................................25
Figure 4-28: Panel Layout with Layout List...........................................................................................26
Figure 4-29: Evertz Router Control Panel Configuration Tool..............................................................26
Figure 4-30: Panel Management..........................................................................................................28
Figure 4-31: New Panel........................................................................................................................28
Figure 4-32: CP-2200E Panel List........................................................................................................29
Figure 4-33: Other Panels ....................................................................................................................29
Figure 4-34: Symphony ........................................................................................................................30
Figure 4-35: Reports Tab......................................................................................................................30
Figure 4-36: Admin...............................................................................................................................31
Tables
Table 4-1: Button Description...............................................................................................................27

EQX Server Manual
Revision 2.2 Page iii
REVISION HISTORY
REVISION DESCRIPTION DATE
1.0 First Release May 08
2.0 Added Linux and EQX install directions Jun 08
Added information on operating the EQX Server
2.1 Updated specifications Nov 08
2.2 Updated Server Specifications Mar 09
Information contained in this manual is believed to be accurate and reliable. However, Evertz assumes no responsibility for the use thereof nor for
the rights of third parties, which may be effected in any way by the use thereof. Any representations in this document concerning performance of
Evertz products are for informational use only and are not warranties of future performance, either express or implied. The only warranty offered
by Evertz in relation to this product is the Evertz standard limited warranty, stated in the sales contract or order confirmation form.
Although every attempt has been made to accurately describe the features, installation and operation of this product in this manual, no warranty is
granted nor liability assumed in relation to any errors or omissions unless specifically undertaken in the Evertz sales contract or order confirmation.
Information contained in this manual is periodically updated and changes will be incorporated into subsequent editions. If you encounter an error,
please notify Evertz Customer Service department. Evertz reserves the right, without notice or liability, to make changes in equipment design or
specifications.

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1. OVERVIEW
The EQX Server has been designed from the ground up to provide enterprise level, highly available
routing infrastructure, which not only facilitates managing a large campus, region or world wide routing
infrastructure but also simplifies the control of an operator or engineer with only local scope in mind while
interfacing with the routing controller.
The EQX server itself is a real-time service that can be run in a variety of operating system environments,
but most favorably in the Debian build of the Linux OS. The EQX Server is provided with MySQL, a very
robust database built upon the foundation of SQL. This means that should additional features be required
or should end users have a need for special interfacing not typically found in a routing control system,
applications can quickly be developed by SQL savvy engineers or typically skilled IT personnel. The EQX
Server also includes an industry standard robust web server for hosting the Web Configuration tool.
Actual deployment of the physical hardware and installation of the Linux OS is left to the customer or their
IT department/supplier, but Evertz personnel are available to assist in hardware recommendations or
troubleshooting with the Linux OS. Linux is a very powerful OS, however it is typically very simple to bring
online.
For more information go to: http://www.linuxhelp.net/ or http://groups.google.com/group/linux.debian.user/.
The actual process of installing the core EQX server is simple. The files provided will be in type DEB or
EFP, a package installer (a technique with various names such as RPM etc used by all Linux OS
variations), on USB key or CD/DVD ROM. Simply insert the disk, follow the simple accompanying
instructions and in a few minutes the EQX sever will be running and ready to begin interfacing with the
Router and the Web Config Tool. Details for deploying your own Debian build of Linux on an enterprise
class device can be found on the Debian’s website at http://www.debian.org/. Additional documentation on
MySQL can be found at http://www.mysql.com/.
1.1. EQX Server Specifications
•Quad-Core Intel®Xeon®processor X3220 (2.4GHz, 8MB L2 cache, 95 Watts, 1066MHz FSB) or
similar performance
•Minimum 2GB Unbuffered Advanced ECC PC2-6400 DDR 2x1GB Memory or similar
•Integrated Serial ATA host controller
•RAID array controller
•RAID 5 drive set (Requires 3 matching drives with beneficial performance from 4 matching drives)
•Each drive for the RAID array should be at least 100GB (or greater) SATA 7,200 rpm (or faster)
Hard Drive
•Dual Port Gigabit NIC Adapter
•Serial port
•An X86 (intel) platform certified to run Debian Linux (ETCH version). HP Servers (specifically the
DL360 series) are recommended for their redundant PSUs, RAID capability and Debian Linux
certification.

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2. INSTALLING DEBIAN ETCH OS
Prior to installation of the linux OS, the following information should be prepared:
• Server class hardware which meets the EQX server specifications, ready to power up, connected
to monitor and keyboard with a NULL modem serial cable between Primary and secondary (if
secondary is in use).
• IP information (Address, Netmask, Gateway etc) for each machine plus one for the virtual system.
• A “name” for each machine (EQXPRI/ EQXSEC or something similar).
"
Tip: Although each EQX server PC requires at least one IP in order to facilitate ease of
use and reliability for router panel and 3rd party connection to the system, a “virtual” or
system IP masks the individual hardware IP addresses. No matter which server is
active it still holds the “virtual” IP.
Getting Started:
1. Power on the machine and insert the debian etch CD.
2. The debian installation will begin automatically, when prompted press enter to continue booting.
3. When prompted for a language, select appropriately “English” as standard, and then continue.
4. Select the appropriate Country, and then continue.
5. From the keymap, select American English as standard, and then continue.
6. When prompted to choose a primary network interface, choose eth0 and then continue.
7. Choose to configure the network and then continue.
a. Enter settings as prompted for address, netmask, gateway, and nameserver.
b. Enter EQXPRI or something similar for the host name of the primary EQX server.
(EQXSEC for redundant, etc)
8. When prompted to configure partitions choose “guided setup”, select the disk and the option to put
“all files in one partition”.
9. When prompted choose to “finish partition” and “write all changes to disk”. At this point the
machine will format the drives, which can take 5 to 30 minutes depending on configuration, etc.
10. When prompted select your timezone.
11. When prompted to setup users use the following settings:
a. The password for the “root” user (equivalent to admin in linux systems) should be set to
“evertz”.
b. The user account username should be set to “evertz” and the password for user account
should be set to “evertz”.
c. Once this step is complete, please wait until prompted.
12. When prompted to configure a network mirror for the packet manager select “no” and wait for the
“could not connect” message and then continue.
13. When prompted to participate in the package survey, select “NO”.
13. When prompted for software selection, choose only “standard system” (ensure “desktop
environment” is not selected).
14. When prompted to choose the installation of the GRUB bootloader, select “yes” and then continue.
15. When prompted select continue, remove the CD and the machine will reboot.
16. Repeat this process for the redundant server, if present.

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3. INSTALLING THE EQX SERVER
1. Copy the two EQX server files onto a USB stick. (There will be a large base file and a small
update file).
2. Insert the USB stick into the linux server (Note the location where it is automatically installed. It
will install to sda(x), which will probably be sda1)
3. To mount the USB drive: Type mkdir /mnt/usb and then press <enter>. Doing this creates a
directory in the /mnt directory called usb. Then type mount /dev/sdax /mnt/usb (where the x
value entered will be the same as the previous step)
4. Copy the two eqx server files onto the machines: cp /mnt/usb/eqx_ …..efp ~/ and press
<enter>. Repeat this step for the other file.
5. Run the larger file: sh eqx_server_0.4.10.efp and then press <enter>. This process may take
several minutes.
6. When prompted to configure the heartbeat press ok to continue.
7. Select option 2 “create a heartbeat cluster” and press <enter>.
8. Select Ato add a new node. Add the hostname of the OTHER COMPUTER (if you are building
EQXPRI then you only need to add EQXSEC, if you are building EQXSEC you only need to
add EQXPRI…) set during linux install EXACTLY the same way (same case, punctuation, etc).
9. Choose Fto finish managing nodes.
10. When prompted to choose a primary node enter the hostname of the PRIMARY EQX SERVER
exactly as during linux install (same case, punctuation etc) on both machines.
11. When prompted to enter the IP for managing the heartbeat, enter the “virtual” SYSTEM IP
address, which is set the same on both machines.
12. When prompted, review the settings and then choose “yes” to save them.
13. When prompted choose OK to end the heartbeat configuration.
14. When prompted, the following is a list of Database information:
a. MYSQL
b. Localhost
c. 3306
d. Pantheos
e. User for DB is root
f. No password
g. Choose “yes” if correct
h. The administration password for the web config is admin.
15. Now run the second file: sh eqx-se…….efp and then press <enter>. When prompted choose
OK to finish.
16. Once the installation of the update file is complete on the primary server shut it down by using
“shutdown –h now” and pressing <enter>.
17. At this point return to the beginning of this section and follow the same procedure for the
secondary server.
18. Once this step is reached for the secondary server and it is shutdown, then power on the
primary server first and then the secondary server.

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4. OPERATING THE EQX SERVER
4.1. Requirements for using the Web Config tool
1. Ensure the EQX Server is installed and operational, and the IP Address is set correctly.
2. Ensure the computer is attached to the same network as the EQX Server.
a. Since the EQX Web Config Tool (WCT) uses standard HTML, XHTML, CSS, etc any
web browser on any platform that complies with these formats can be used.
i. Currently the most adopted browser that is completely compliant is Mozilla
Foundations Firefox. We recommend that you use this browser, if available to you,
for the best performance of the WCT. For a free download of the current Mozilla
Firefox browser and more information navigate to the following website:
http://www.mozilla.com/en-US/firefox/
3. It is not required, but it is an asset to have a solid general understanding of routing systems.
Knowing how your system is wired in terms of inputs, outputs, tielines to terminal equipment
and other routers and names for resources makes moving through the process of configuring
your router control system far easier.
4.2. Getting Started: Setting Up Your Router System
1. Launch the firefox web browser and enter the IP address chosen as the system IP address (which
was entered into the heartbeat configuration page) into the address bar. The page should load with
a message stating “IT WORKS!!!”. This message notifies the user that one of the EQX servers is
primary and that the system IP address is now in use. Now enter the IP address again followed by
“/eqx” (for example: 192.168.1.4/eqx) and press enter; you should see the login page for EQX
server web configuration tool.
Figure 4-1: Welcome Screen
2. Click the Login link button in the top left hand corner, as shown in Figure 4-2:

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Figure 4-2: Login Screen
3. The default administrator username and password (as set during EQX server install) is:
USERNAME: admin
PASSWORD: admin
4. Enter the username and password into the boxes and then click Login.
5. You are now logged in. Click on the SERVER tab and then select the Servers menu. A Server
screen, as shown in Figure 4-3, enables the user to enter the information for the servers.
6. Enter the IP address and default port for each server (naming them appropriately as Primary and
Secondary). Once the information is entered, select the ADD button to add the server to the Server
List.
7. Once complete, press the SEND TO SERVERS button. Each server should no longer require an
upload (as shown in the status line for each server) and ONLY ONE should be shown as active
(likely the primary unit).

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Figure 4-3: EQX Server Uploaded
8. The server screen is also used to apply changes to the system when a change is made using the
WCT. Therefore, work can be performed offline at your leisure and then pushed to the server all at
once. There is no downtime associated with uploading a configuration. There is also no downtime
for the server to apply the new changes.
a. Should a change be required, YES will be displayed under the Upload Required field.
b. Should a major change be required, the changes will be listed in the Change Sets section.
This area lists the major changes like deleting a router, changing the I/O size, making
changes to device names or servers etc. Anytime a change to the system is made the
change will be listed in the Change Set section. You can read through the change set and
optionally choose to remove an item from the Change Set list by placing a check mark in
the box beside the item and choosing delete (Figure 4-3). To apply the change sets to the
server, select the Send to Servers button in the Server List section.

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Figure 4-4: Change Sets
Figure 4-5: Configuration Management
9. The Configuration Management section enables the user to download the configuration. Select the
DOWNLOAD ACTIVE button to download a copy of the active configuration from the server.
Select the DOWNLOAD WORKING button to download a copy of the configuration that the user is
currently working on. To import another configuration, select the Browse… button beside the
IMPORT WORKING COPY field and navigate to your desired configuration. Open the desired file
and then click the IMPORT button to import a working copy of the configuration (Figure 4-5)

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4.2.1. Defining Your Routing Devices
1. On the SERVER tab, click the Devices menu.
2. The screen shown in Figure 4-6 will enable the user to define which router is to be controlled. Use
the Device Type drop down menu to define the type of router. Once the device type is selected,
device fields will appear which enable the user to enter the EQX parameters.
Figure 4-6: Server: Devices Tab
3. Define the routers by entering information in the Required and Optional information fields. These
details can be edited at any time by returning to this page.
a. Short Name: The name used to build default names for source destinations and tielines.
b. Long Name: The name used to refer to the router in the WCT.
c. Device Type: The router type to be controlled.
d. Inputs/Outputs: The size of I/O available on the router to be controlled.
e. FC IP address (primary)/Port: The network information of the primary FC is required for
the router to be controlled.
f. FC IP address (secondary)/Port: The network information of the secondary FC is optional.
g. Location: Information pertaining to the physical location (Los Angeles or ER-227) can be
optionally entered here.
4. Once complete, click the Add button. You will need to return to the server page to upload these
changes. You may upload these changes now or move onto further configuration.
"
Tip: Remember your changes will not be lost, even if the web browser is closed. They
will be stored in the web host portion of the EQX server, but will not be applied to the
system until you return to the Servers menu on the SERVER tab.

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"Once complete be sure to return to the server Change Sets to upload any changes.
4.2.2. Establishing Tielines
There are 2 types of tielines in the EQX server:
1) A normal tieline that can be utilized by any device downstream depending on availability.
2) A reserved tieline, which is reserved for a SINGLE downstream destination and is NEVER
available to any other destination.
STEPS:
1. On the SERVER tab click on Tielines. This screen enables the user to choose the upstream (or
head) and downstream (or tail) of each tieline as well as if you choose to reserve it for a given
destination. Tielines can have multiple hops by clicking CONTINUE TIELINE (if they are NOT
reserved, this has the same effect as just adding the tielines in one at a time, otherwise all tielines
are reserved for the specified destination).
Figure 4-7: Server - Tielines Tab
2. After choosing the From and To for each tieline, click the ADD button to complete and save it. It
will be added to the Change Set.

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Figure 4-8: Device List
"
Tip: Tieline names are used throughout the system to identify paths between a
source and destination that you are working with. You do NOT have to manually
specify a tieline, therefore for time efficiency an appropriate name is built from the
“From” router’s short name and port, and the “To” router’s short name and port.
You are welcome to overwrite with any name you wish but be sure to include some
details that make the path clear from the name.
"Once complete be sure to return to the server change sets to upload any changes.
4.2.3. Global SRC Availability
In a routing system it is beneficial to “permanently” limit the scope of some destinations. This enables the
user to control from a high level which destinations have access to which sources. Imagine a facility where
2 channels are broadcast: (1) a music channel for teens and (2) a religious affiliate. The best way to avoid
content from one spilling over to the other is to limit the destination of the one to only it’s appropriate
designated sources. This makes it IMPOSSIBLE without returning to this page for panels or automation
systems to route the incorrect source. Once this setting is applied, the system filters the sources as if they
do not exist if they are not available to a destination.
1. First select the router that contains the destination(s) that you want to work with from the Devices
list. The list will populate in the Destinations field.
2. Once populated, click on one or more DSTs and select GET SRCs. Again the list of sources (both
available and unavailable) will populate.
a. If you have selected multiple DSTs, any SRCs common to ALL DSTs will be in grey. ANY
source that is not 100% common will be in white.

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Figure 4-9: Server: Global SRC Availability
3. Move sources to or from the SRC lists as appropriate using Æor Åarrows.
4. If you are working with multiple DSTs and would like to make all SRCs in the AVAILABLE column
common to all selected, simply click the Åbutton. You will see all SRCs become grey.
5. You can also GET SRCs for one destination and then select others to apply them to.
"
TIP: Sources from all routers that a given destination MAY have access to will
appear in the list. (Meaning if tielines exist connecting the selected DST to an
upstream router all SRCs on both the local and upstream router will appear in the
SRCs lists)
"Once complete be sure to return to the server change sets to upload any changes.

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4.2.4. Global Aliases
Another advanced feature of the EQX server is the ability to support a wide range of long multi
character aliases for each SRC and DST. In fact the EQX server supports an unlimited number of
aliases per SRC or DST.
Figure 4-10: Global Aliases
The user can import or export existing aliases. Expand this section by clicking on the +symbol.
The Import/Export Aliases screen shown in Figure 4-11 will appear. Select the Browse button and
then navigate to the desired file. Once the appropriate file is selected, click the Open button. When
the filename appears in the File field, select the IMPORT button to import the file. To export an alias,
select the Export Aliases button.

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Figure 4-11: Import/Export Aliases
1. To create a prefix, also referred to as categories (IE VTR, ENC, REM, MCR, etc), type in the
name (you are NOT limited to 3 letters, use symbols, long names, numbers) and then click the
ADD button. The prefix will be displayed in the Existing Prefix field on the right. To remove an
existing prefix, select the prefix from the Existing Prefix list and select the DELETE button.

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Figure 4-12: Prefix
2. Now we must configure the Destination Aliases. Expand the section by clicking on the +
button.
a. Aliases can be built using a prefix, separator section and suffix.
i. The Prefix will put a “category” button on the panel under this heading, eg. VTR.
ii. The Separator can be a - , <space>, * or any number of characters eg. –
Cleveland*Inbound Rem!!-
iii. The Suffix is an automatically incrementing number. Starting at 1 will proceed as
2, 3, 4. Starting at 0001 will proceed as 0002, 0003, 0004, etc
iv. Placing a check mark beside the desired Port enables the user to assign the
Alias a Global Alias name.
b. Once complete click the Save button. Checking the Apply to all Profile Aliases option
will overwrite the name as it appears in EVERY panel profile that has been defined.
(Profiles will be covered later)

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Figure 4-13: Aliases

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3. Lastly, the user must set the Source Aliases. This section can be configured the same way as
the Destination Aliases.
Figure 4-14: Source Aliases