Interalia iMCM User manual

Interalia Multi-Site Content Manager
(iMCM)
User Guide

C o py ri g ht s
This manual and the software accompanying it are
copyrighted © 2011 by Interalia Inc. ®
Interalia Multi-Site Content Manager iMCM User G u ide
MA 18450 E8.5
All rights reserved. No part of this book, including interior des i g n ,
cover design, and icons, may be reproduced or transmitted in an y
form, by any means (electronic, photocopying, recording, o r
otherwise) without the prior written permission of Interalia I n c.
Interalia Inc .
6815 8th Street N.E., Suite N275,
Calgary, Alberta, Canada T2E 7H7
Phone: [phone] or [phone]
Fax: [phone]
Interalia and the publisher have used their best efforts in
preparing this book as accurately and completely as p oss i b le ,
however we do not make any guarantees or warranties reg a r d ing
its c o n t e n t.
T r ademarks
Interalia is a registered trademark of Interalia I n c .
iMCM is a registered trademark of Interalia I n c .
Allother product names and services identified throughout this book
are used in an editorial fashion only, and for the benefit of s u ch
companies. No such use, or the use of any trade name, is intended t o
convey endorsement or other affiliation with the book .

iMCM User Guide rev.01 i
No t e : For the latest revision of thisguide please go t o
http:// www .int eralia.com/Suppo r t /M anuals .php
Table of Contents
Chapter 1: Introdu c tion
The Interalia Multi-SiteContent M a na ge r ......... ................... ............... .... ................... ................... .. .............. ................. 1
iProM O Hs ................. ... ................ ................ ................... ............... .... ................... .................... ........ ... ....... ................ ................. 1
The iMCM Serv e r ... ................... ............ .... ................... ... ............ .... ................... ................... ................... ................ ................. 2
Work flow ........ .......... ............ ....... ... ......... .... ................... ................... ... ............ .... ................... ... ................ ................ ................. 4
Chapter 2: Installing, Configuring, and Using the Server Manager
Obtaining the S oftware ......... ................ ................... ... ............ .... ................... ................... ......... .......... ................ ...... ... ........ 8
Installingthe Sof t ware ........... ............ .... ................... ... ............ .... ................... ................... ................... ................ ................. 8
Launching the Serv er Man a g e r .......... ................... ............ ....... ................... ................... ... ................ ................ .............. 12
Startingthe Se rv ice s ........ ....... ................ ................... ................... ............... .... ...................................... ................ ...... ........ 12
Configuring Networking Settings ..... ................... .................................. .... ................... ................... ................ ...... ........ 14
Understanding IP Addr esses ....... ................... ................... ................... ................... ................................... .............. 15
Checking the Device S e rver ................. ... ................ ................... ... ... ......... .... ................... ... ............ .... ...................... ........ 18
Configuring Email Settings .............. .... ................... ...................... ............ .... ................... ................... ................ .............. 19
ViewingInformation About The iM CM ............... ................... ................... ... ... ............. ................... ................ ...... ... ..... 20
Further Information ......... ....... ... ......... .... ................... ................... ... ............ .... ......................... ............. ................ .............. 20
Chapter 3: Introduction to the Configuration Server
Launching the Configuration S e rve r ................... ................... ................... ............ ....... ................................... .............. 22
Success Checkpoint ........ ................ ................... ................... ......... .......... ................... ................... ................ ... ......... .. 24
The Tab B a r .............. ...... ............. ................ ................... ... ............ .... ............... .... ................... ... ............ .... ................ .............. 24
Using the Configuration Tab .............. ... ................ ................... ................... ................... ................... ................ ......... ..... 25
Refresh Button ................... ................ ................... ................... ......... .......... ......... .......... ................... ................ ............ .. 25
Edi t Button ....... ................... ................ ................... ......... .......... ................... ................... ................... ... ............. .............. 25
Toolbar .............. ................... ................ ................... ................... ......... .......... ................... ................... ......... ....... ............ .. 26
View Filters ....... ................... ................ ................... ................... ................... ................... ................... ......... ....... .............. 27
Creating New Folders ..... ................ ......... .......... ................... ................... ......... .......... ................................... ............ .. 27
Inheritance ......... .......... ................ ................... ... ................ ................... ................... ................... ................ ............ .. 29
Cuttin g , Copyi n g , Pa stin g , and Deleting I t e m s .......... ................... ......... .......... ................... ...................... ........ 29
Searching ......... ................... ... ............. ................... ................... ......... .......... ................... ................... ... ............. .............. 30
MoreInformation ........ ............. ................ ................... ... ............ .... ................... ...................................... ................ ...... ........ 31
Chapter 4: Setting upiProMOHs
SettingUp an iProM OH Throughthe Web Interface ....... ................... ... ............ .... ................... ................ .............. 34
Success Checkpoint ........ ................ ................... ................... ......... .......... ................... ................... ................ ... ......... .. 38
Trouble s h ooting ........... .... ................ ................... ................... ......... .......... ................... ................... ................ ............ .. 38
Success Checkpoint ........ ................ ................... ................... ......... .......... ................... ................... ................ ... ......... .. 40
iPro MOH Led Statu s ......... ... .... ...... ... ....... ...... ............. ............ ....... ............ ....... ...... ............. ......... ...... .... ......... ... .... ...... ... .....
41
The Next Ste p ......... ................... ................ ................... ... ............ .... ............... .... ................... ... ............ .... ................ .............. 42

ii
Chapter 5: Configuring iProMOHs
Configuring Information About i P roM O Hs ....... ................... ................... ...... ............. ................... ................ .............. 44
Success Checkpoint ................ ................ ... ... ............. ............... .... ................... ................... ................... ................ ...... ........ 46
Chapter 6: Adding Music and Message Files
Uploading Audio viathe Server M a n a ge r ......... ................... ................... ................... ............... .... ................ .............. 48
Uploading Audio viathe Configuration Se rver .................. ................... ... ................ ................... ...... .......... .............. 49
Chapter 7: Creating Schedules and Viewing Reports
About Sc h e d u le s ... ................... ................ ...... ............. ................... ... ............ .... ......................... ............. ................ .............. 52
Override Priorities ............ ................ ...................................... ................... ................... ................... ................ .............. 52
Common U se Ca ses ............ .... ................ ................... ... ............ .... ................... ................... ................................... .............. 52
Creating A New Message Sc he dul e ........... .......... ................... ...... ......... .... ................... ... ............ .... ................ .............. 53
Creating A New Priority Message S c h e d u le ..... ................... ...... ......... .... ................... ... ............ .... ......... ....... .............. 54
Creating A New Music Sc h e d u le ........ ............ ....... ................... ................... ............... .... ................... ................ .............. 56
Creating A New External Music In S c h e d u le ..... ................... ...... ......... .... ................... ................... ...... .......... ...... ........ 56
ViewingReports ... ................... ............ .... ................... ... ............ ................... .... ................... ................... ................ ...... ........ 58
Quick Start S et-up Exam ple ................. ... ................ ................... ... ... ......... .... ................... ... ................ ................... ........... 59
Other Exam ples ..... ................... ... ............. ................... ................... ... ............ .... ................... ................... ................ ...... ........ 60
Creating A Store Folder ................. ......... .......... ................... ................... ................... ................... .............................. 60
Adding Audio To The Store Folder ........... .... ................... ................... ................... ................... ................ .............. 61
Creating a Regular Message Schedule ........ ................... ................... ................... ............ ....... ................ .............. 65
Creating a Regular Music Schedule ............. ................... ................... ......... .......... ................... ................ ............ .. 66
Creating an Exter nal Music In Schedule ..... ................... ............ ....... ................... ................... ......... ....... .............. 67
Creating a Priority Message Schedule ........ ................... ......... .......... ................... ................... ......... ....... .............. 68
Viewingthe S c h e d u le ..... ................ ................... ................... ......... .......... ................... ................... ......... ....... ............ .. 69
Adding a Sub-Folder For a Different Location ............ ................... ................... ............ ....... ................ .............. 69
Adding a Locatio n-Specific Regular Message Schedule ............ ......... .......... ................... ................ ............ .. 70
Adding a Locatio n-Specific Priority Message Schedule ...... ....... ................... ................... ............ .... ......... ..... 71
Viewingthe Location-Specific Schedule .... ...... ......... .... ................... ................... ................... ... ............. ...... ........ 72
Creating a New Supercede Schedule .......... ................... ................... ... ................ ................... ................ ...... ... ..... 74
Viewingthe S c h e d u le ..... ................ ................... ................... ......... .......... ................... ................... ......... ....... ............ .. 75
Success Checkpoint ................ ................ ... ... ............. ......................... ......... .... ................... ................... ................ ...... ........ 76
Interleaved Sc he dul e s ............ ................ ................... ... ............ .... ................... ................... ................... ................ ...... ........ 76
Chapter 8: Contacts andNotifications
Configuring Notification Settings ..... ................... ................... ............... .... ................... ... ............ .... ................ .............. 78
Creating Con t ac ts L i s t s .......... ................ ................... ... ............ .... ................... ................... ................... ................ ...... ........ 78
Creating Notific a tion s ............ ................ ................... ... ............ .... ................... ................... ... ............ .... ................ .............. 80
Chapter 9: Administration and User Accounts
Using the Administration Tab ............. ......... .......... ................... ................... ... ................ ................... ................ ...... ........ 84
User Levels ....... ................... ................ ......... .......... ................... ................... ......... .......... ................... ................ ... ......... .. 85
Chapter 10: Archiving andLogging
Arc h i v ing .................. ................... ............ .... ................... ... ............ .... ............... .... ................... ................... ................ ...... ........ 90
Creating Archives Manually .. ....... ................... ................... ............... .... ................... ................ ... ................ .............. 90
Re s t oring Archives ........... ................ ................... ................... ......... .......... ................... ................... ................ ... ........... 90
Deleting Archives ............. ................ ................... ................... ......... .......... ................... ................... ................ ............ .. 91
Configuring Logging Settings ............ ................... ................... ............... .... ................... ... ........ ........ ................ .............. 91

iMCM User Guide rev.01 iii
Chapter 11: Updates
Uploading New iPro MOH Firmware .................... ................... ................... ................... ................... ................ .............. 94
Deploying Firmware ............... ................ ................... ............... .... ................... ................... ................... ................ .............. 94
Updating the Server Manager ............ ................... ............... .... ................... ................... ... ............ .... ................ .............. 96
Appendix A: Notes
Appendix B: Other Ways To Locate iProMOHs
Method One - Using a Serial Connection .......... ................... ................... ................... ............... .... ................ ............ 100
Method Two - Using a Direct Ethe rne t Connection ......... ................... ... ............ .... ................... ................ ......... ... 101
Method Three -Findingthe iProMOH on the Network ... ...... ......... .... ................... ... ............ .... ................ ............ 103
Appendix C: Summary of IP Addresses
Index

iv

Introduction 1
This chapter introduces the iMCM.
Topics in this cha p t e r :
The Interalia Multi-Site Content Manager
iProMOHs
The iMCM Server
 Wo r k f lo w
The Interalia Multi-Site Content Manager
The Interalia Multi-Site Content Manager (iMCM) allows organizations with multiple locations to easily crea te
and manage recorded announcements, music-on-hold, and overhead music and mess ag ing .
Whether you are managing a single unit or large, multi-site installations, iMCM simplifies messaging and m u s i c
across geography, time zones and demographics. The iMCM file management system allows managers to ap pl y
content and schedules to global, regional, or local playlists, eliminating the need to manually re plica t e
schedules, music or messages for each loca t i on.
iMCM provides easy-to-use f e a t ures:
Time and date message scheduling cap a bilit ies
Priority message sche d u ling
Ability to copy and paste schedules, groups or entire configurations
Update single, multiple or all iProMOHs from any l o ca t i o n
Intuitive folder structure similar to Microsoft Windows
Secure web access used to update user-specific f o l d e r s
Flexible scheduling of iProMOH check-in/update t i mes
Configurable back-up sch e d u le
Application activity logging and no t ifica t i ons
Detailed schedule re por t ing
Bulk audio up l o ad s
Bar code scanne r
iProMOHs
The Interalia iProMOH is a solid state music and message announcer specifically designed for m u s ic-o n -hold,
background music, and overhead paging app l ica t ions.
It supports two independent output channels. So, for example, you can use one output channel for a pu blic
address system and the other for music-on-hold for a telephone line. Youcan have different music and mess ages
on each cha n nel.
The iProMOH can use music files (e.g., .mp3 and .wav) or play music from an external music feed. The e x tern al
feed can any music source such as a radio, CD player, et c .

2Chapter 1
Introduction
For more information on the iProMOH, see http://www.interalia.com/Support/support.php.
The iMCM S e r ver
The iMCM Server contains three main c o mp one n ts:
The Device Server —which communicates with the iProMOHs in the field.
The Configuration Manager—which acts as a web server to provides a web interface to the iMCM syste m .
You connect to the Configuration Manager via a web b r o w se r .
The Server Manager - which configures the Server and se r v ices.
There is only one Device Server but there may be multiple Configuration Managers which can be an yw he re
there is an Internet connection. This enables multiple users to configure the syste m .

iMCM User Guide rev.01 3
The iMCM Server

4Chapter 1
Introduction
Workflow
Atypical workflow is:
1. Install the iMCM software on the server or workstation. Configure the Server Manage r .
See Chapter 2, "Installing, Configuring, and Using the Server Manager".
Server
Server Manager
2. Open a web browser and open the Configuration Server web pa g e .
Chapter 3, "Introduction to the Configuration Server".
Laptop
Configuration Server
3. Set up the iProMOHs.
See Chapter 4, "Setting up iProMOHs".
iProMOHs Laptop
4. Use the Configuration Server to configure the iProMOHs.
See Chapter 5, "Configuring iProMOHs".

iMCM User Guide rev.01 5
Workflow
iProMOHs Configuration Server
5. Upload audio and message files (using either the Server Manager or the Configuration S e r v e r ).
See Chapter 6,"Adding Music and Message Files".
Audio Files Configuration Server Server Manager
6. Use the Configuration Server t o :
Create sche d u les.
See Chapter 7, "Creating Schedules and Viewing Reports"
Configure n o ti f i c a ti o n s .
See Chapter 8, "Contacts and N o t i f i ca t i o n s " .
Assign and manage login names and passwords. Create user accounts and user access rights if
ne c e ssar y .
See Chapter 9, " A dmini s t r a t io n and User A cc o un t s " .
Configuration Server

6Chapter 1
Introduction

Installing, Configurin g, and Using the 2
Server Manager
This chapter describes how to install, configure, and use the Server Mana ge r .
Server
Server Manager
Topics in this cha p t e r :
Obtaining the S o f t wa re
Installing the S o f t wa r e
Launching the Server Manager
Starting the Services
Configuring Networking S e tt in g s
Understanding IP A d dr esse s
Configuring Email S e tt ing s
Viewing Information About The iMCM
Further Inf o r m a t i o n

8Chapter 2
Installing, Configuring, and Using the Server Manager
Obtaining the Software
Download the iMCM software from the Interalia web site: http://www.interalia.com/Support/iMCM/iMCM.php.
Or, contact Interalia to purchase the software on a DVD.
Installing the Software
1. Run the setup program iMCM Vversion Setup.exe
(where version is the version nu mb e r ).
a. Press Ne xt .
b. Agree to the license agreement, and click Ne xt .

iMCM User Guide rev.01 9
Installing the Software
c. Enter your name and organization. Click Ne xt .
d. Optionally, change the destination folder. Click Ne xt .

10 Chapter 2
Installing, Configuring, and Using the Server Manager
e. Choose Typical or Custom, and click Next. (Choosing Custom enables you to also install some
sample audio files and sche d u les . )
f. If you chose Custom in the previous step, select the QuickExample feature to be installed. Click
Ne xt .

iMCM User Guide rev.01 11
Installing the Software
g. Reviewthe choices and click Inst a ll .
The installer will install the so f t wa r e .
h. Optionally, select Launch the program. Click Fi ni s h .

12 Chapter 2
Installing, Configuring, and Using the Server Manager
Launching the Server Manager
T h e installa t i on p r o c ess crea t e s an cr ea te s an i c on on t h e d e sk top cal l e d iM CM S ett in g s .
Double-click that icon to open the Server Manager. (Or, choose Start > Programs > Interalia > iMCM >
iMCM S ett in g s .)
The Server Manager
Starting the S e r v ices
The iMCM uses the following se r v ic es:
Audio Converter Service —converts audio files to the format used inte r n ally .
Web Server Service —runs the Configuration Server web cl ie n t .
Device Server Service —provides configuration services to connected iProMOHs.
Email Server Service —provides outgoing e m ail.
LogProcessing Service —processes the iMCM logs.
File Management Service —provides integrity checking and cleanup services for the iMCM files.
Email Notification Service —provides notification of iProMOH iss u es.
Data Auto Backup Service —provides automatic backup of iMCM da ta.
1. In the Server Manager, start the iMCM se r v ic es:
a. Select the Services ta b .
b. For any service that shows Uninstalled in the Status column, click In s t a ll .
c. For any service that shows Stopped in the Status column, click Start.
Nowall services should show R u nnin g .

iMCM User Guide rev.01 13
Starting the Services
Notes: 1) Normally you should leave all these services ru nning .
2) If you change the address or port for the iMCM Web Server on the Networking t a b , iMCM will prompt you t o
restar t the Web S e rv er S e rv ice .
3) You should only uninstall andinstall the service on the advice of Interalia Technical Support.

14 Chapter 2
Installing, Configuring, and Using the Server Manager
Configuring Networking S e ttings
To configure the Networking sett ings :
1. In the Server Manager, select the Networking ta b .
2. Configure the following set t ings .
IP address and port numbers must be entered as
ip_address:port_number
For example, 192.168.198.129:8888.
Setting Fu n c t i o n
iMCM Web Server The IP address and port number of the Web Ser v er .
See Understanding IP Addresses on page 15.
Device Server The IP address and port number of the Device Ser v er .
See Understanding IP Addresses on page 15.
CallHome Servers The servers that the iProMOHs call home t o .
This address will be the same as the Device Server address for iProMOHs to call
into that specific instance of iMCM.
Pre The default initial address. Used for support purposes if r e quired .
The IP address and port number of the server to call home t o .
See Understanding IP Addresses on page 15.
Normally, there should only be one address here. You can add multiple address if
you need to re-route the iMCM to another iMCM s e r v e r .
Post The default initial address. Used for support purposes if r e quired .