Pelco VideoXpert Professional v 2.5 User manual

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C6601M-C | 6/18
USER GUIDE
VideoXpert Professional
v 2.5 User Guide
Contents
About VxPro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Typical Deployments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Getting Started with VxPro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Performing Initial VideoXpert Server Configuration Using VxToolbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Changing the VxToolbox Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Managing the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Adding Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Editing the System Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Removing a System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Discovering Cameras . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Finding Cameras (Quick Discovery) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Finding and Adding Cameras (Quick Discovery and Add) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Finding Cameras (Advanced Discovery) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Recognizing Camera Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Adding Credentials to a Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Managing Devices on a System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Viewing Devices and Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Finding and Filtering Existing Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Configuring the Rules Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Managing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Managing Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Managing Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Managing Responses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Configuring Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Configuring a Recorder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Assigning Cameras to a Recorder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Adding a Recording Group to a Recorder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Creating a Recording Schedule for a Recording Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Editing a Recording Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Editing a Recording Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Deleting a Recording Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Deleting a Recording Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Deleting a Recording Behavior (Trigger) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Licensing Your System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Manually Activating Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Automatically Activating Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Viewing the License Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Installing Entitlements After Restoring Your System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Managing Users and Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Understanding Internal and Restricted User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Creating a Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Editing a Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Duplicating a Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Deleting a Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Viewing Details of a Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Adding Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Searching for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Assigning Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Resetting Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Deleting Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Using LDAP Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Configuring LDAP Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Configuring General Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Managing Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Finding and Filtering Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Viewing and Configuring Event Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Viewing and Configuring Event Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Using Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Creating a Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Editing a Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Deleting a Report Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Generating a Report Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Exporting a Generated Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Deleting a Generated Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Using VxPortal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Accessing VxPortal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Changing the System Password in VxPortal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Managing Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Viewing Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Configuring Advanced Storage Using VideoXpert Storage Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Accessing the VideoXpert Storage Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Checking VideoXpert Storage Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Generating and Downloading Storage Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Configuring the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Backing Up and Restoring the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Using Volume Groups and Volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Viewing Storage Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Changing the Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Installing and Configuring VxOpsCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
Installing VxOpsCenter (VideoXpert Enterprise only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
Running the Application for the First Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
Setting Up Your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Configuring VX System Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Configuring Shared Display Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Understanding User Account Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Setting Your Display Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Changing Your Workstation Account Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Using the VxOpsCenter Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Adding Quick Access Icons to Mission Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Using Context Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Using Tooltips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Using Watched By . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Setting User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Using Tabs and Workspaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Using Tab View Options and Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Configuring Tab View Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Changing Tab Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Creating a New Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Opening a Saved Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Updating an Existing Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Changing Tab Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Editing the Metadata of an Existing Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Creating a New Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Opening a Saved Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Updating a Saved Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Edit the Metadata of an Existing Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Deleting a Saved Tab from the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Deleting a Workspace from the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Sending Views to Workstations or Shared Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Using View Launcher to Send Views to Workstations or Shared Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Watching Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Understanding Cell Borders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Rotating the Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Viewing Analytics Overlays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Enabling and Disabling Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Expanding a Cell to Full-Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Watching Recorded Video With VideoXpert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Watching Recorded Video with Edge Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Using Pixel Search (VideoXpert Professional Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Creating Bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Synchronizing Video Playback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Creating a Live Sequence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Creating an Alarm Sequence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Editing Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Pausing and Resuming Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Setting up Snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Taking Snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Displaying Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Viewing and Filtering Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Managing Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Playback Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Controlling Cameras (PTZ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Using Investigation Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Entering Investigation Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Creating Clips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Creating a Playlist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Previewing and Editing Playlists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Exporting a Playlist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Encrypting Export Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Using the Export Archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Downloading Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Editing an Export Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Deleting one or more Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Using Investigation to View Video Stored on a Camera's Local Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Pushing Video from the Camera to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Playing Back Video After Moving it to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Working with Plugins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Installing Plugins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Using the Event Viewer Plugin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Using the Image Viewer Plugin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Using the Mapping Plugin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Launching the Mapping Plugin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Configuring the Mapping Plugin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Setting User Preferences for Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Viewing a Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Using the Browser Plug-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Closing a Plugin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Responding to Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Using the Event Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Using the Event Notifications Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Closing the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
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About VxPro
VideoXpert Professional consists of three major components. While you can install all three, you should only install the VxPro compo-
nents that best suit your needs on any workstation; in particular, you should avoid installing or running VxPro Server services on
non-server hardware.
VxPro Server is what enables you to run a VideoXpert Professional server. Recording, media routing, user administration, permis-
sion checking, and all the server-side operations that you would expect from your VMS are consolidated within VxPro Server.
VxToolbox is the administrative application for VxPro, from which you can c
onfigure VxPro servers and find cameras. You can
install this applic
ation on the server itself and configure VxPro locally, or you can install VxToolbox on remote workstations
and
configure VxPro remotely, after p
erforming basic initial configuration on the server (IP address, installing VxPro Server, etc).
VxOpsCenter is the operator application; the application that operators will use to view and recall video from the system.
Typical Deployments
•For Rack Mounted Servers, install VxPro Server and VxToolbox.
•For Desktop Servers (Pelco Flex and Eco models), install VxPro Server, VxToolbox, and VxOpsCenter.
•For Workstations, install VxOpsCenter and VxToolbox (if configuring the server remotely).
Getting Started with VxPro
Ensure that your VxPro server is on the network and is associated with an NTP server before you run the VxPro installer.
Download the latest version of VxPro, posted to https://www.pelco.com/vxpro, before you begin.
1. Run the VxPro installer.
2. Accept the license agreement.
3. Click Begin Installation.
NOTE: If you are upgrading an existing version of VxPro, click Begin Update.
4. Click to select the checkboxes for the Applications to install. For example, if installing on a server, you might not need to
install
VxOp
sCenter; if installing on a workstation, you should not install the VxPro Server application.
5. Click to select the radio button for Default Installation or Custom Installation, and then click Next.
All installations, default or custom, will require you to specify the directory for video storage.
6. If you selected Custom Installation, for each Application, click Browse, browse to the directory in which to install each Applica-
tion, and then click Next.
7. Review the directories for VxPro Server Video Storage. If necessary, for each directory, click Browse
, and then browse to the
correct dire
ctory.
8. Click Install.
9. (Optional) To immediately configure VxPro (using VxToolbox), click Configure. In most cases, you should perform basic configura-
tion using VxToolbox immediately after installation.
7
VxToolbox
Performing Initial VideoXpert Server Configuration Using VxToolbox
VideoXpert Enterprise and VideoXpert Professional each come with a 60-day trial license. During this 60-day trial, you have access to all
VideoXpert features, and you can ignore the Licensing tab within VideoXpert.
To use VideoXpert beyond the 60-day trial, you must apply a license to the server. Licensing requires either an internet connection on
the VideoXpert server itself, or access to a separate computer with internet access.
1. After installing VideoXpert, click Configure or run VxToolbox for the first time on your system.
2. Perform the steps in the section titled “Adding Systems”.
3. Set the password for the admin user on your system.
NOTE: The default user name is admin. You must set a new password.
4. (Optional) Click to select the checkbox to ensure that the system checks the SSL/TLS Certificate when connecting to the server.
Enable this feature if your organization uses signed HTTPS certificates and the certificate has already been loaded using VxToolBox
5. Click Add.
6. In the VxToolbox Password Confirmation Window, click Set Password (recommended) or No Thanks.
8
7. If you clicked Set Password, in the Set VxToolbox Password dialog box, enter a password in the Password and Retype Pass-
word fields, and then click Save
.
8.
In the Configure VxToolbox dialog box, click OK.
9. If you enabled SSL/TLS Certificate checking, you might be required to interact with more dialog boxes. If so, follow the prompts.
10. In the Configuration Required dialog box, enter a Company Name. This the name by which the Pelco licensing portal will recog-
nize your VX server. The name cannot be changed later.
11. Cick Save & Continue.
The VxToolbox application opens.
Changing the VxToolbox Password
When starting VxToolbox, the application requests credentials. These credentials are local to the workstation and your VxToolbox instal-
lation; they do not log you in to any system or camera. Rather, your VxToolbox credentials protect your settings and the credentials for
the individual cameras and systems you want to access from other users on the same workstation.
After logging in to VxToolbox, you can add systems with independent credentials, and pass credentials to cameras requiring them (closed
authentication or third-party cameras).
Because your local VxToolbox environment may connect you to multiple systems and cameras, it is recommended that you protect your
credentials and log out when you have finished using the application.
9
To change your VxToolbox password:
1. Click the menu icon ( ), and then select Change VxToolbox Password.
2. In the Account Settings dialog box, enter a new password, and then click Save Changes.
Managing the System
For VideoXpert Enterprise, you must perform certain administrative actions from the VideoXpert Admin Portal; but for VideoXpert Profes-
sional, you can perform all administrative actions from VxToolbox. For all VideoXpert Systems, VxToolbox provides a single interface
from which to manage and configure both cameras and your VideoXpert Systems. From VxToolbox, you can manage any system that you
can access by IP address.
Selecting a system (by name) from the VX System menu allows you to configure that system; the settings you see are relevant to the
system, and any discovery operations you perform are issued directly from that system.
Use the VX System menu to switch between various VideoXpert systems.
Adding Systems
VxToolbox allows you to administer systems remotely. To add a system to VxToolbox, you must have network access to the system and
your user account must be assigned the administrative role.
1. Click the menu icon ( ) at the upper right corner of the window, and then click Manage VX System Connections.
2. Click the Add a new VX System icon ( ).
3. Enter an IP address in the Server Address field.
4. Enter a value in the Server Port field, or use the default port.
5. Enter the Admin Username and Password for the system you are adding.
6. If an SSL/TLS certificate has been uploaded and configured, click to select the checkbox for Check SSL/TLS Certificate... to vali-
date the certificate.
7. Click Add.
8.
Click the
at the top left of the Manage VX System Connections window to close it.
Editing the System Validation
You can change whether the SSL/TLS certificate is validated when connecting to a system from VxToolbox. Editing a system only affects
your settings within your local VxToolbox installation.
1. Click the menu icon ( ) at the upper right corner of the window, and then click Manage Vx System Connections.
2. Select the system you want to edit.
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3. Click the Edit VX System icon ( ) to edit system settings.
a. Enter the Admin Username.
b. Enter the Password.
c. Click to select or deselect the checkbox for Check SSL/TLS Certificate...
4. Click Save.
5. In the Update dialog box, click OK.
6.
Click the
at the top left of the Manage VX System Connections window to close it.
Removing a System
You can remove a system from VxToolbox. It can be re-added at any time.
1. Click the menu icon ( ) at the upper right corner of the window, and then click Manage Vx System Connections.
2. Select the system you want to remove.
3. Click the Delete icon ( ) to remove the system.
4. In the Delete System dialog box, click OK to confirm the deletion.
5.
Click the
at the top left of the Manage VX System Connections window to close it.
Discovering Cameras
VxToolbox can search the local network or the network belonging to any particular VideoXpert system for cameras. Or you can add
cameras manually to the VxToolbox list. Through VxToolbox, you can manage camera settings for all the devices on the network, without
having to go to individual camera interfaces.
VxToolbox can discover Pelco cameras or third-party cameras supporting ONVIF.
NOTE: You must be connected to a VideoXpert system to add cameras to the system.
Finding Cameras (Quick Discovery)
Click the Quick Discovery icon ( ) to perform a quick search for cameras. This option discovers cameras, but does not add them. You
must add cameras manually or use the Quick Discovery and Add option.
11
Finding and Adding Cameras (Quick Discovery and Add)
1. Click the Advanced Discovery Options icon ( ) to the right of the Quick Discovery icon.
2. Click Quick Discovery and Add.
All Devices and Data Sources that are discovered by VxToolbox are added to the VX System to which you are connected.
Finding Cameras (Advanced Discovery)
Using Advanced Discovery, you can search for cameras by protocol type or you can add individual cameras by IP address. You may want
to add cameras that do not support ONVIF or Pelco discovery methods using the IP address.
1. Click the Advanced Discovery Options icon ( ) to the right of the Quick Discovery icon.
2. Click Advanced Discovery.
3. To use Quick Discovery, but specify using either SSDP (Simple Service Discovery Protocol) or WS-Discovery (Web Services Dynamic
Discovery):
a. Click to select the radio button for Quick Discovery.
b. Click to select or deselect the checkbox for SSDP.
c. Click to select or deselect the checkbox for WS-Discovery.
4. If you want to discover cameras by IP address:
a. Click to select the radio button for Discover by IP.
b. Enter a value in the IP Address field.
If you enter an invalid IP address, the field will show as outlined in red. Correct the address and continue.
c. (Optional) Enter a value in the Port field.
d. (Optional) Click Add Another, and repeat the previous two steps.
5. (Optional) Click to select the checkbox to Add discovered cameras to the VX System.
6. Click Discover.
NOTE: While this feature adds cameras to the system, it does not commission them. To commission the cameras, you must select
them, right-click a camera that is selected, and then click Commission.
Recognizing Camera Credentials
Some cameras require credentials for you to access their video or change their settings. The Authentication status column provides the
status of each device, using the following icons:
Icon
Description
Device requires authentication.
Device does not require authentication.
VxToolbox has authenticated to this device.
This camera is authenticated in VxToolbox, but not on the system with which it is associated. Click the icon to attempt
to authenticate the camera with the system.
12
Adding Credentials to a Camera
To add credentials to a camera:
1. Select the camera requiring credentials.
2. Enter credentials in the appropriate fields, and then click Submit.
Managing Devices on a System
You must add a device to VideoXpert to make it visible within the system and to manipulate device settings.
For VideoXpert Enterprise, use Admin Portal to add a device or change device settings.
For VideoXpert Professional, use VxToolbox to add a device or change device settings.
You must commission a device to view its video or to use its video or resources within VideoXpert. In many cases, commissioning a
device requires a license; the type of license required depends on the type of device you are commissioning. In most cases, adding and
commissioning devices is a single, simplified operation.
Add or Commission operations are available from the Cameras tab for the selected system. Commissioning information is shown in the
Added/Commissioned ( ) column; you can expose this column by selecting Added/Commissioned from Visibility Options in the
filtering pane.
NOTE: For VideoXpert Enterprise, licensing information is currently available through the Admin Portal; you cannot determine the number
or types of licenses through VxToolbox.
Adding and Commissioning Devices
VxToolbox will only provide adding and commissioning options applicable to the camera(s) you have selected. Add and Commission oper-
ations are relevant to the system you have selected from the VX System menu.
1. In the center panel of the Cameras tab, select the devices you want to add and commission.
2. Perform one of the following steps:
Right-click the device, and then select Add and Commission to [VX System name].
Click the down arrow ( ) to expand the Addition, Commission and Assignment options menu, and then click Add and
Commission to [VX System name].
3. If the Recorder Assignment dialog box opens, select a recorder from the drop-down menu, and then click Add.
The icon for the device changes from Not added; not commissioned () to Added; commissioned ().
Description
This camera is authenticated on a particular system with which it is associated, but not in VxToolbox. You must
first authenticate to view and/or edit the device.
Icon
Status
Not added; not commissioned
Added; not commissioned
Added; commissioned
Ico
n
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Adding Devices Without Commissioning
The Add operation is relevant to the system you have selected from the VX System menu.
1. In the center panel of the Cameras tab, select the devices you want to add.
2. Perform one of the following steps:
Right-click the devices, and then select Add to [VX System name].
Click the Add, Commission and Assign Cameras to a recorder icon ( ) at the bottom of the center panel.
Click the down arrow ( ) to expand the Addition, Commission and Assignment options menu, and then click Add to [VX
System name].
3. If the Recorder Assignment dialog box opens, select a recorder from the drop-down menu, and then click Add.
The icons for the devices change from Not added; not commissioned () to Added; not commissioned ().
Commissioning Devices that were Added Previously
VxToolbox will only provide commissioning options applicable to the camera(s) you have selected, and which were already added.
Commission operations are relevant to the system you have selected from the VX System menu.
1. In the center panel of the Cameras tab, select the devices you want to commission.
2. Perform one of the following steps:
Right-click the devices, and then select Commission.
Click the down arrow ( ) to expand the Addition, Commission and Assignment options menu, and then click Commis-
sion.
The icons for the devices change from Added; not commissioned () to Added; commissioned ().
Decommissioning Devices
VxToolbox can decommission the camera(s) you have selected., on the system you selected from the VX System menu.
1. In the center panel of the Cameras tab, select the devices you want to decommission.
2. Perform one of the following steps:
Right-click the devices, and then select Decommission.
Click the down arrow ( ) to expand the Addition, Commission and Assignment options menu, and then click Decom-
mission.
The icons for the devices change from Added; commissioned () to Added; not commissioned ().
Removing Devices
From VxToolbox, you can remove the device(s) you have selected, on the system you selected from the VX System menu.
1. In the center panel of the Cameras tab, select the devices you want to remove.
14
2. Perform one of the following steps:
Right-click the devices, and then select Remove.
Click the Remove cameras from the list and/or VX System icon ( ) at the bottom right of the center panel.
Click the down arrow ( ) to expand the Addition, Commission and Assignment options menu, and then click Remove.
3. In the Remove Device(s) confirmation dialog box, click OK.
The devices are removed from the list. They can be discovered again at any time.
Viewing Devices and Data Sources
The audio and video sources produced by cameras are referred to as data sources. These data sources are not necessarily one per
device. For example, a multi-channel encoder may have multiple cameras connected to it, each with its own data source; a camera may
have a microphone, producing audio and video data sources.
To view either all devices or all data sources, in the View field drop-down menu, at the top of the center panel, select Devices or Data
Sources.
If a device and its data sources are distinguishable, you can see the individual data sources. To do so:
1. Click to select a device (camera).
2. Click the expand icon ( ) next to the device.
Finding and Filtering Existing Sources
Use filtering options to show the devices and data sources relevant to you within the system or environment you have selected. Filters
appear in the left-most panel of the Cameras tab and in some other tabs. Click to expand the Filter panel, and then do one or more of
the following.
Enter values in the Filters Devices field to filter by name, ID, model, IP address, serial number, vendor, or software version.
Select a source Type from the pull-down menu.
Select a source Status from the pull-down menu.
Click in the Tags field, and type in or select a tag for which to filter. Tags are set in VxOpsCenter. Refer to the
VxOpsCenter User
Guide f
or more information.
Click Reset Filters to clear the filters.
Selecting More Options
In the left panel, below the Filter, click to expand More Options. Click in the List Shows field, and select the appropriate option from
the drop-down menu.
Selecting Visibility Options
In the left panel, below More Options, click to expand Visibility Options. Click to select the checkboxes for the fields you want to
show in the list of devices; click to deselect the checkboxes for the fields to hide.
Viewing the License Summary
In the left panel, below Visibility Options, click to expand License Summary. View the system license information.
15
Configuring the Rules Engine
The Rules tab allows you to configure events generated by a source to trigger a response.
Managing Rules
Rules can have one or more triggers, zero or more schedules, and one or more responses. There can be multiple rules on the system.
Creating a Rule
1. Click the Rules tab.
2. In the left panel, click the Create a new Rule icon ( ). The Edit Mode (right) panel is activated.
3. Enter a value in the Name of Rule field.
4. Click to select the radio button for Active or Inactive.
5. Add one or more triggers for the rule. See the section titled Adding a Trigger.
6. (Optional) Add one or more schedules to the rule. See the section titled Adding a Schedule.
7. Add one or more responses to the rule. See the section titled Adding a Response.
8. When you have finished configuring triggers, schedules, and responses, click Save.
Duplicating an Existing Rule
To use an existing rule as a starting point to create a new rule:
1. Click the Rules tab.
2. (Optional) In the left panel, enter a value in the Search Rules field to filter the rules.
3. Click to select the rule to duplicate.
4. Click the Duplicate the selected Rule icon ( ). The Edit Mode (right) panel is activated.
5. Enter a value in the Name of Rule field.
6. Click to select the radio button for Active or Inactive.
7. (Optional) Add, duplicate, edit, or delete one or more triggers for the rule. See the sections titled Adding a Trigger,
Duplicating a
Trigger, Editing an Existing Trigger, and Deleting a Trigger.
8.
(Optional) Add, create a copy of, edit, or delete one or more schedules for the rule. See the sections titled Adding a Schedule
,
Creating a
Copy of an Existing Schedule, Editing an Existing Schedule, and Deleting a Schedule.
9. (Optional) Add, duplicate, edit, or delete one or more responses for the rule. See the sections titled Adding a Response,
Duplicating
an Ex
isting Response, Editing an Existing Response, or Deleting a Response.
10. When you have finished configuring triggers, schedules, and responses, click Save.
Editing an Existing Rule
1. Click the Rules tab.
2. (Optional) In the left panel, enter a value in the Search Rules field to filter the rules.
3. Click to select the rule to edit.
4. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
16
5. Click to select the radio button for Active or Inactive.
6. (Optional) Add, duplicate, edit, or delete one or more triggers for the rule. See the sections titled Adding a Trigger,
Duplicating a
Trigger, Editing an Existing Trigger, and Deleting a Trigger.
7.
(Optional) Add, create a copy of, edit, or delete one or more schedules for the rule. See the sections titled Adding a Schedule
,
Creating a
Copy of an Existing Schedule, Editing an Existing Schedule, and Deleting a Schedule.
8. (Optional) Add, duplicate, edit, or delete one or more responses for the rule. See the sections titled Adding a Response,
Duplicating
an Ex
isting Response, Editing an Existing Response, or Deleting a Response.
9. When you have finished editing triggers, schedules, and responses, click Save.
Deleting a Rule
1. Click the Rules tab.
2. In the left panel (list of rules), click the rule to delete.
3. Click the Delete the selected Rule icon ( ).
4. In the confirmation dialog box, click Delete.
Managing Triggers
Add, duplicate, edit, or delete triggers from a rule to control the type of events that will trigger one or more responses.
Adding a Trigger
To add an entirely new trigger to a rule:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. In the Triggers panel, click the Add New Rule Trigger icon ( ).
5. (Optional) In the Select an Event to trigger this Rule dialog box, narrow the list of events. To do so, you can select a catego
ry
from
the Show drop-down menu; you can also type a value in the Situation Filter field.
6. In the Select an Event to trigger this Rule dialog box, click to select an event.
7. In the Select Event Sources to limit this Trigger for Rule dialog box
, click to select the appropriate radio button. The options
vary depen
ding on the trigger you have chosen. If you are prompted to do so, make any other necessary selections, and then clic
k
Sa
ve.
8. When you have finished configuring the rule, click Save.
Duplicating a Trigger
To use an existing trigger as a starting point to create a new trigger:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. In the Triggers panel, click to select a trigger to duplicate.
17
5. Click the Duplicate Rule Trigger icon ( ).
6. (Optional) Edit the When this event settings, associated with the duplicate trigger:
a. In the When this event column, click the edit icon ( ) in the appropriate trigger.
b. (Optional) In the Select an Event to trigger this Rule dialog box, narrow the list of events. To do so, you can select a category
from the Show drop-down menu; you can also type a value in the Situation Filter field.
c. Click to select the event.
d. Click Save.
7. (Optional) Edit the is generated by settings, associated with the duplicate trigger:
a. In the is generated by column, click the edit icon ( ) in the appropriate trigger.
b. In the Select Event Sources to limit this Trigger for Rule dialog box
, click to select the appropriate radio button. The
options vary dep
ending on the trigger you have chosen. If you are prompted to do so, make any other necessary selections
,
and then clic
k Save.
8. When you have finished configuring the rule, click Save.
Editing an Existing Trigger
To use an existing trigger as a starting point to create a new trigger:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. In the Triggers panel, click the trigger to edit.
5. Click the Duplicate Rule Trigger icon ( ).
6. (Optional) Edit the When this event settings, associated with the duplicate trigger:
a. In the When this event column, click the edit icon ( ) in the appropriate trigger.
b. (Optional) In the Select an Event to trigger this Ruledialog box, narrow the list of events. To do so, you can select a category
from the Show drop-down menu; you can also type a value in the Situation Filter field.
c. Click to select the event.
d. Click Save.
7. (Optional) Edit the is generated by settings, associated with the duplicate trigger:
a. In the is generated by column, click the edit icon ( ) in the appropriate trigger.
b. In the Select Event Sources to limit this Trigger for Rule dialog box
, click to select the appropriate radio button. The
options vary dep
ending on the trigger you have chosen. If you are prompted to do so, make any other necessary selections
,
and then clic
k Save.
8. When you have finished configuring the rule, click Save.
Deleting a Trigger
If a trigger is no longer needed, delete it.
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. In the Edit Mode panel, click to select the trigger to delete.
18
5. Click the delete icon ( ).
6. When you have finished configuring the rule, click Save.
Managing Schedules
You can set one or more schedules to limiit the times during which an event triggers a response; or you can leave the Schedules panel
unpopulated to allow the trigger/response combination at all times.
Adding a Schedule
To create an entirely new schedule:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. Click the Edit the selected Schedule icon ( ).
5. Click to select the Add a new schedule icon ( ).
6. In the Create Schedule dialog box, enter a value in the Display Name field.
7. Click to select the radio button for the increments.
8. (Optional) Click to select the checkbox for 24-Hr. Time.
9. Click and drag in the calendar to select the times.
10. (Optional) Click to select the checkbox for Within limited date range, if you selected Within limited date range, y
ou must also
select theSt
art on and End after values.
11. Click Add.
12. When you have finished configuring schedules, click Save Changes.
13. When you have finished configuring the rule, click Save.
14. (Optional) To quickly view the scheduled times, click to select the schedule, and then click the View selected Rule Schedule icon
( ). Click outside the calendar to close it.
Creating a Copy of an Existing Schedule
To use an existing schedule as a starting point to create a new schedule:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. Click to select (highlight) the schedule to copy.
5. Click the Edit the selected Schedule icon ( ).
6. Click the Create a copy of the selected Schedule icon ( ).
7. In the Duplicate Schedule dialog box, enter a new value in the Display Name field. If you do not enter a new value, the schedule
will be saved as [Original name] - Copy.
8. Click to select the radio button for the increments.
19
9. Click to select or deselect the checkbox for 24-Hr. Time.
10. Click and drag in the calendar to select the times.
11. Click to select or deselect the checkbox for Within limited date range, if you select Within limited date range, you must also
select theStart on and End after values.
12. Click Add.
13. When you have finished configuring schedules, click Save Changes.
14. When you have finished configuring the rule, click Save.
15. (Optional) To quickly view the scheduled times, click to select the schedule, and then click the View selected Rule Schedule icon
( ). Click outside the calendar to close it.
Editing an Existing Schedule
To edit an existing schedule:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. Click to select (highlight) the schedule to edit.
5. Click the Edit the selected Schedule icon ( ).
6. (Optional) In the Edit the Schedule dialog box, enter a new value in the Display Name field. If you do not enter a new value,
the
schedule will be saved with the original name.
7.
Click to select the radio button for the increments.
8. Click to select or deselect the checkbox for 24-Hr. Time.
9. Click or click and drag in the calendar to select the times.
10. Click to select or deselect the checkbox for Within limited date range, if you select Within limited date range, you must also
select theStart on and End after values.
11. Click Save.
12. When you have finished configuring schedules, click Save Changes.
13. When you have finished configuring the rule, click Save.
14. (Optional) To quickly view the scheduled times, click to select the schedule, and then click the View selected Rule Schedule
icon
(
). Click outside the calendar to close it.
Deleting a Schedule
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. Click to select the schedule to delete.
5. Click the Edit the selected Schedule icon ( ).
6. In the Edit the Schedule dialog box, click to select the schedule to delete.
20
7. Click the Delete Schedule icon ( ).
8. In the Delete Schedule confirmation dialog box, click Delete Schedule.
9. When you have finished configuring schedules, click Save Changes.
10. When you have finished configuring the rule, click Save.
11. (Optional) To quickly view the scheduled times, click to select the schedule, and then click the View selected Rule Scheduleicon
(
). Click outside the calendar to close it.
Managing Responses
Set one or more responses to the events in the rule.
Adding a Response
To add an entirely new response for a trigger:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. In the Responses panel, click the edit icon ( ) to the right of then this will happen. The Edit the Responses trigge
red by
Ru
le dialog box opens.
5. Click the Add a new Response icon ( ).
6. Click to select an option from the Response Category drop-down menu.
7. Select the appropriate options requested in the dialog box. These will vary depending on the Response Category that you chos
e
in the previous s
tep.
8. (Optional) If you selected a response type that is not Custom Script, you can change it to a custom script. To do so, click Co
nvert
to Cu
stom Script, and then click Convert in the confirmation dialog box. The name of the response is changed to Custom Script
,
and the code is
displayed.
9. When you have finished configuring responses, click Save.
10. When you have finished configuring the rule, click Save.
Duplicating an Existing Response
To use an existing response as a starting point to create a new response:
1. Click to select the Rules tab.
2. Click to select the rule to edit.
3. Click the Edit the selected Rule icon ( ). The Edit Mode (right) panel is activated.
4. In the Responses panel, click the edit icon ( ) to the right of then this will happen. The Edit the Responses trigge
red by
Ru
le dialog box opens.
5. Click to select the response to duplicate.
6. Click the Duplicate the selected Response icon ( ).
7. With the duplicate highlighted, select the appropriate options requested in the dialog box. These will vary depend
ing on the
Re
sponse Category of the response you duplicated.
/