iServer design and implementation
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  • This self guided course is intended for use by first-time iServer installers. This course provides a step-by-step lesson on installing and setting-up your first iServer installation with RTLS (Real-Time Locating Engine). email: support@qbsoft.ca or call: (604) 812-SOFT Twitter us to stay updated: www.twitter.com/qbsoft
  • Each chapter of this lesson may be read separately, or from beginning to end. It is suggested that it be done from start to end for the first time, then return to chapters as needed for refresher lessons.
  • This section briefly describes how the Inovonics EchoStream serial receiver and repeater network should be installed. This in no way replaces actual installation courses and installers should always reference the documentation that comes with the Inovonics hardware. This chapter goes over specific design concepts that should be followed in order to make a good RTLE installation.
  • Before you install your system, you should always gather information from the owner as to how the system will be used. This information will be your guide to proper layout and design of the system.
  • With the iServer RTLE, more repeaters provides more accurate locating capabilities. Pleas note that for systems with more than 20-30 repeaters, caution should eb taken as larger systems will slow the system and may require a more powerful server computer.
  • Proper layout of repeaters for multi-storey buildings will help reduce the quantity of repeaters needed and also make locating with the RTLE engine more accurate. Follow the guides provided here.
  • This is a basic RS232 serial connection of the EchoSTream serial receiver. These connections should also be found with the serial receivers’ documentation.
  • email: support@qbsoft.ca or call: (604) 812-SOFT Twitter us to stay updated: www.twitter.com/qbsoft Web: www.qbsoft.ca
  • This chapter goes through the actual software installation step-by-step. This chapter assumes that you have downloaded (or have a CD copy) of the QBsoft Unified Installer.
  • Basically, you must run the install package on the PC where it is to be installed. If you are unsure of what to install, install the entire package. It will not install any drivers if you do not use the programs. The Unified Installer also contains all reference guides and manuals.
  • This specific file instalation should only be used by advanced users, or to upgrade the version of a specific file.
  • The installation folders are the typical folders used by Windows. It is not recommended that these be changed, unless you are an advanced installer and are aware of the potential consequences.
  • You cannot install any QBsoft applications without accepting the terms and conditions of use for the programs. This is to protect the Copyright nature of the programs found inside the installation package.
  • You can over right an existing installation without losing any configuration information. If you install onto an existing installation, only the applications and drivers will be upgraded. The configuration files and databases already used will all remain intact and untouched.
  • It is suggested that the box here be unchecked for new users and the EZstart program has other functions. EZstart is generally only used to run QBsoft programs as Windows Services.
  • email: support@qbsoft.ca or call: (604) 812-SOFT Twitter us to stay updated: www.twitter.com/qbsoft Web: www.qbsoft.ca
  • Will chapter will take you through a step-by-step first-time installation if an iServer system. Follow these steps and you will have a successful installation.
  • This manual assumes that you have ‘some’ knowledge of the Windows environment. When the iServer is run, it will always start minimized to the Windows taskbar. Please note that “Programmer” is the default password, but you can change it from the setup wizard when started for the first time.
  • This is where the Unified Installer installs the iServer application.
  • To speed-up you installation, you can click on the small yellow ‘X’ to just use the default settings on your first installation. All of these settings (except the passwords) may all be changed later.
  • This is a general overview of the iServer administration application. The large white text box is a troubleshooting log window and provides a good too for testing your system and installation. You will likely refer to this log window often when setting up a system. You can clear the log window by double-clicking it. If selected; all entries in the log window will be saved to a log file for future reference.
  • These are the main communications boxes. When the large buttons are green the connection is online, yellow text indications a connection in progress, and red text indicates disconnection or a failure to communicate.
  • This setup of the serial receiver MUST be done for proper communications with the iServer. It is CRITICAL that the “complete” Output format be setup. The iServer will NOT communicate properly with a serial receiver that is not setup for the “complete” protocol.
  • This shows a very brief overview of the web server. You should refer to the iServer installatio manual for more information on using the web server interface. Please note: if you plan on using the web server, it is recommended that the server PC be a powerful PC (Xeon or better) with at least 4GB of RAM and it is recommended that a very fast hard drive be used (SAS recomended).
  • You will surely return to this window to make settings changes. The Locating tab lets you determine how the iServer will locate transmitters. The Local Paging output tab lets you select a COM port to send pocket paging signals directly to if you are not using EZcall. Audio/Verbal announcements provide a local aide to using the iServer, but is not necessary. The Email setup lets you send low battery signals out to email addresses.
  • This is the most time-consuming setup process. You must be sure to properly setup your entire facility’s tree here. Include as much detail as possible for a properly functioning system. The update server button shown on this window is only used to send the settings to an EZcall server (if used), but should only be used after the system is completely setup.
  • You can setup an entire facility off site. If you incorrectly name a node, you can click on it again, then change its label on the right-side of this window. You do not need to press ‘save’ every time; when you select another item, any previous change will automatically be saved for you.
  • Be sure to include ALL rooms in a facility or site, even if there are no repeaters in the area.
  • The floor plans are optional, but a good idea to maintain.
  • ALWAYS remember to name your floor plans. Image files supported include: .JPG, .GIF, .BMP, .RLE, .WMF - .GIF files are suggested as they scale the best and are very small in size. .BMP’s are not suggested since they are large and will slow the iServer.
  • The area locations can actually be seen in the map thumbnail on the lower right corner of the screen.
  • Complete this entire setup before moving on to calibrating the system. When you have finished this, it is also good practice to select: /Settings/Save Settings../ from the file menu to ensure that the database settings are saved/stored.
  • Although covered in this chapter, you should only add transmitters after calibrating the system; however you should add one transmitter to use for calibrating the system. CD devices are used for fixed devices like washroom pull cord station transmitters, and TT devices are for mobile devices such as a pendant transmitter worn by a person.
  • You will surely return to this window to make settings changes. The Locating tab lets you determine how the iServer will locate transmitters. The Local Paging output tab lets you select a COM port to send pocket paging signals directly to if you are not using EZcall. Audio/Verbal announcements provide a local aide to using the iServer, but is not necessary. The Email setup lets you send low battery signals out to email addresses.
  • Give each transmitter a meaningful label that describes it, such as ‘Room 324 Emergency’ for a CD device, or ‘Betty Smith Pendant Alarm’ for a TT device.
  • Transmitter details can be changed at any time. REMEMBER! If you will be using an EZcall server to route alarm messages; when a label is changed in the iServer, it will NOT be updated in the DCS server. You need to update labels in the EZcall system, and not in the iServer.
  • email: support@qbsoft.ca or call: (604) 812-SOFT Twitter us to stay updated: www.twitter.com/qbsoft Web: www.qbsoft.ca
  • This is for calibrating the proprietary RTLS engine. This step MUST be done if you plan on using the RTLE engine to triangulate/locate transmitters.
  • The RTLE engine uses a combination of several methods for location and it uses probabilities to predict the most logical/accurate potential location of a transmitter. Methods used, include: RF fingerprinting, triangulation with RSSI, strongest signal and several other proprietary methods.
  • The ‘root’ node is always shown in green since it is the default area used, if no other area can be located to. You cannot change the ‘root’ node. The idividual signal strengths for each area that represent the RF-fingerprint of each room/area, can be modified using the up/down arrows at the bottom of this window; simply select an item to alter, and use the arrows to change it. This should only be done be experience/advanced installers.
  • This box will only show transmitters that have already been seen/added on the iServer. If this list is empty, select ‘walk test’ then close then next window, and add a transmitter on the ‘transmitters’ window before returning here.
  • If using EZcall, the pager ID, can also be a wireless phone address, or PDA address, it does not need to be a pager. If only using the iServer, only paging transmitters are supported.
  • When the walk test has started, the first room will be shown on screen – DO NOT click on any other item on screen, or the walk test will immediately end. The current room to be calibrated will be shown flashing at the top of the screen in case there is no pager to be used, a 2 nd person may alert you of the next room. ONLY use the first alarm button to provide calibration signals, do not use any other button. To request a new room you MUST use the transmitters’ reset button. We suggest using a standard 1-button pendant transmitter. DO NOT press the button too many times in a room, only 1 good press in each corner or you may add too many false positive signals. ALSO: DO NOT use the Inovonics (transparent) test transmitters for this calibration.
  • email: support@qbsoft.ca or call: (604) 812-SOFT Twitter us to stay updated: www.twitter.com/qbsoft Web: www.qbsoft.ca
  • Running a program as a Windows Service, allows the program to start when Window starts, even if a user is not logged-in. Services are also supervised/monitored by the Windows Operating System – if the iServer were to stop responding, Windows will automatically restart it.
  • You can also refer to the DCS installation guide for more information on using the EZstart menu application. EZstart can be used to start/run several programs as Windows Services and not only he iServer.
  • TO check if you entry was checked propery, you should be able to find it on the main EZstart program menu and it should have it’s check box checked.
  • After programs are run as Windows Services, the EZstart program is not longer required as it performs almost the same function as Services.
  • email: support@qbsoft.ca or call: (604) 812-SOFT Twitter us to stay updated: www.twitter.com/qbsoft Web: www.qbsoft.ca
  • You need to purchase a registration code to use the iServer on a site. You can deploy an entire installation before registering it, but it will not run 24/7 until registered.
  • You can also get to the registration window by simply clicking on the small “unregistered” countdown window that appears at the top of your screen.
  • A registered iServer can have up to 100 web browser connections (more if the PC is powerful enough), up to 999 WWC clients. To use an EZcall DCS server, you will also need to register the DCS as each QBsoft server is registered separately. iServer registrations do not expire and have no mandatory software maintenance contract requirements. We can provide maintenance contracts upon request.
  • You have now completed all chapters and can now setup your first iServer installation using the Inovonics EchoStream hardware. Thank you! www.qbsoft.ca email: support@qbsoft.ca or call: (604) 812-SOFT Twitter us to stay updated: www.twitter.com/qbsoft Web: www.qbsoft.ca

 iServer design and implementation iServer design and implementation Presentation Transcript

  • iServer Design, Implementation, & Installation confidential
  • chapters in this course: Hardware Installation Overview iServer Installation iServer Configuration iServer Location Engine Calibration Running the iServer as a Supervised Windows Service Registering the iServer iServer Self-Serve Course confidential NOTE: You can click on any chapter to jump directly to it.
  • Chapter 1 Hardware Installation Overview BEGIN CHAPTER 1 confidential
  • Hardware Installation Overview confidential Hardware Installation Overview
    • Determine how the Inovonics EchoStream system will be used;
      • Will mobile devices be used anywhere and require ‘locating’?
      • Will fixed transmitters have static locations/labels?
      • If the site is a care facility, will resident transmitters have a ‘home’ location?
    • How should events be displayed?
      • Will there be dedicated computer annunciators used?
      • Will alarms need to be displayed graphically?
      • Will alarms be sent to staff pocket pagers?
      • Will alarms be sent to EZcall for dispatching to wireless phones or other types of mobile devices?
      • Where should system trouble messages and maintenance alert messages be sent, or to whose mobile device(s)?
  • Hardware Installation Overview confidential Hardware Installation Overview To use the RTLE (Real-Time Locating Engine), you must ensure that there are enough EchoStream repeaters installed so that every single location in the facility has visibility to at least 3 EchoStream repeaters. There should be sufficient overlap of repeaters for proper triangulation. - If in doubt, add extra repeaters (more is better, however; too many may slow the system down). - Each repeater covers an approximate indoor area of 160 ft. diameter Inadequate overlap of repeaters Better overlap, with more repeaters
  • Hardware Installation Overview confidential Hardware Installation Overview When locating repeaters in multi-floor buildings, it is good practice to alternate their locations, rather than stacking one above the other. Sample even floor (green rectangles = repeaters) Sample odd floor, repeaters are not located directly above or below repeaters from the alternate floor This method allows the location triangulation and RF fingerprinting methods of the RTLE engine to location transmitters more accurately!
  • Hardware Installation Overview confidential Hardware Installation Overview Connect the serial port of the serial receiver to a serial port on the iServer computer. The following diagram shows the connections:
  • Chapter 1 Hardware Installation Overview complete confidential
  • Chapter 2 iServer Installation BEGIN CHAPTER 2 confidential
  • iServer Installation iServer Installation Run the QBsoft Unified Installer The Installation Package will be decompressed to a temporary folder Select Which package to Install then click Next For your first installation you should select ‘All’ programs or ‘Custom’. confidential DO NOT INSTALL ON A 64-BIT OPERATING SYSTEM
  • iServer Installation iServer Installation If you select ‘Custom Installation’ you can select exactly which individual files or groups to install by checking them in the file list After checking the files click ‘Next’. For your first installation you should check all of the items to install everything. confidential
  • iServer Installation iServer Installation Edit the location where the files/package will be installed. It is strongly recommended that you leave the default location. After editing the installation location click ‘Next’. confidential
  • iServer Installation iServer Installation Read and understand the entire license agreement then acknowledge the agreement by checking the ‘accept’ box. After accepting the license agreement click ‘Install. confidential
  • iServer Installation iServer Installation If you are installing on a PC that already has a previous version installed, you will be asked if you want to overwrite the existing version.
    • If you select ‘Yes’ – all existing versions will be replaced with the new file if newer
    • If you select ‘No’ – existing files will remain
    • NOTE: If The Unified Installer encounters a file that will be upgraded, a backup copy of the old file will copied into a sub-folder called; Previous Versions
    confidential
  • iServer Installation iServer Installation The files will be copied, registered, and all necessary shortcuts and Start menu shortcuts will be added. confidential Do NOT run the EZstart application launcher for now, EZstart is a separate program that lets you start the iServer as a supervised Windows Service.
  • Chapter 2 iServer Installation complete confidential
  • Chapter 3 iServer Configuration BEGIN CHAPTER 3 NOTE: The following chapter is not designed to replace classroom training, but provides you with a step-by-step guide on getting started with your first installation. confidential
  • iServer Configuration confidential iServer Configuration Before you begin, remember:
    • The default password for system setup is “Programmer”
    • Until the iServer is registered, it will automatically close when the demo period expires, but you may restart it where you left off.
    • If the iServer is minimized, simply click on it’s icon in the Windows taskbar (lower-right corner of the screen)
  • iServer Configuration confidential iServer Configuration
    • To start running the iServer application; select it from the /QBsoft Programs/ menu in the Windows Start menu:
  • iServer Configuration confidential iServer Configuration B) When run for the first time, the “initial setup wizard” will guide you through the setup process. Click on the ‘next’ arrow for the next setting Enter all of the settings that you know, or leave the default settings for each item and continue to click ‘next’
  • iServer Configuration confidential iServer Configuration The iServer window is separated into 5 tabs along the left-side of the interface ‘ Communications ’ is where you setup EZcall & Serial Receiver communications ‘ Network Setup ’ is where you first setup your system. ‘ Location Setup ’ is the screen you use to calibrate the system. ‘ Transmitters ’ is where you can add/remove/edit system transmitters. ‘ Active Events ’ shows all system alarms.
  • iServer Configuration confidential iServer Configuration The upper-left section of the communications screen is where you enter the settings for connection to the EchoStream serial receiver module: Use this large button to connect/disconnect from the serial receiver This is where WWC clients (if used) will connect to. This is where you must set the COM port and protocol of your Serial Receiver. NOTE: You must disconnect to make changes here. The upper-right section (shown here) is used to connect the iServer to an EZcall server to allow EZcall to be used to dispatch alarms to other systems. Use this large button to connect/disconnect from the EZcall server (if used) Enter ‘none’ as the EZcall servers’ IP address if you will not be connecting to an EZcall server. When this button is yellow, it is NOT connected, but trying to connect When this button is green, it is connected to the DCS server! (or none) When this button is red, the connection to the serial receiver is offline
  • iServer Configuration confidential iServer Configuration After connecting to a serial receiver, you must setup it’s communications parameters: Open the RF Gateway Config window by selecting; ‘/Tools/RF Gateway Config../ from the file menu: Make the settings match those shown here: and apply changes
  • iServer Configuration confidential iServer Configuration The next section of the communications screen is where you edit the web browser server settings, admin. rights, and local log window settings: The ‘Local Settings’ box (on the ‘Communications’ Window), is where you can select who has the rights to close the iServer and what is shown in the log window. This box also allows you to enable/disable the iServer web browser server. When used; the IP address of the PC where the iServer is installed may be used from virtually any web browser to login and view the iServer alarms, maps, transmitters, and alarm history. Sample web browser window (shown using Google Chrome) HINT: Use F11 for full-screen!
  • iServer Configuration confidential iServer Configuration C) After you have setup the connections to the EchoStream serial receiver, EZcall server, WWC clients, and web browsers as required, you should then edit the local settings: Open the local settings window by selecting; ‘Settings/Local Settings/ from the file menu: Edit any item in the ‘local settings’ that you will be using: Remember to check all tabs:
  • iServer Configuration confidential iServer Configuration D) Now that you have made all connections, you are ready to setup the EchoStream devices and facility layout: On the ‘Network Setup’ window you will see the ‘root’ node shown with a green icon. Right-click on this node, to start adding another node; Start by adding all of the buildings on your site, then on the building nodes; add the floors, then on each floor; add the wings/wards etc..
  • iServer Configuration confidential iServer Configuration The goal is to add the entire facility(ies) and display them in the tree, as they are on the site; as shown here: HINT: You can drag-and-drop tree items onto other items if placed incorrectly!
  • iServer Configuration confidential iServer Configuration Add all of the areas in the facility, even if they are rooms that will not be applicable, such as electrical rooms etc.. Also add the serial receivers and repeaters, and ensure that they are placed in the locations where they belong in the tree. The area’s that begin with dashes (shown here), are the area’s that will be used as display locations when calibrating the system, so be sure to include them all.
  • iServer Configuration confidential iServer Configuration Now add floor plan maps to the system; starting at the top of the tree, select the first node and click on the map diagram in the lower-right corner of the window: Click this map to add/change it Give each tree node/area a proper label by editing the label in this edit box.
  • iServer Configuration confidential iServer Configuration The ‘Load Map’ window (shown here) lets you add a map: Remember to name each different map
  • iServer Configuration confidential iServer Configuration Then select the next node in the tree, and continue to add maps or map locations. If you are in a ‘-’ tabbed area, the map box will use the same floor plan as the node it is located in, but you will now be able to select a map location by clicking on the appropriate area: The small red target symbol shows the current location
  • iServer Configuration confidential iServer Configuration Continue to follow these steps until the entire facility is created before moving on to the next step..
  • iServer Configuration confidential iServer Configuration E) To add system transmitters, you must be on the ‘Transmitters’ screen. Click on ‘Transmitters’: The ‘Transmitters screen provides a complete list of all system transmitters. Transmitters shown in red have an expired battery, while items shown grayed-out are disabled. Before adding transmitters you should understand that the iServer has 2 classes of transmitters; Mobile devices (referred to as Transmitter Tags, or TT devices), and Fixed Location devices (referred to as Call Points or CD devices). Any Inovonics transmitter may be setup as a TT or CD device. CD device alarms will simply be their name or label, while TT device alarms will include their label as well as the location. Transmitter Types:
  • iServer Configuration confidential iServer Configuration Click on the ‘Add Transmitter button: You will be given a choice of transmitters. Select the correct model that you have to add (NOTE: You cannot change a transmitter’s model later) Now you will be asked for the transmitters’ serial number. Enter the serial number in the box, or enter the UID (if you know it), otherwise the UID will be automatically calculated: You can click the ‘learn’ check box then press the transmitters’ alarm button if you prefer.
  • iServer Configuration confidential iServer Configuration Now add the transmitters’ details: Now select the transmitter’s home location (every transmitter should be associated to a location, even when you are not using ‘home locating’). The last step is to give the transmitter a name/label: (This is the text that will be displayed whenever this transmitter generates an event)
  • iServer Configuration confidential iServer Configuration You can edit transmitters by selecting one & changing it’s settings:
  • Chapter 3 iServer Configuration complete confidential
  • Chapter 4 iServer Location Engine Calibration BEGIN CHAPTER 4 NOTE: The following chapter is not designed to replace classroom training, but provides you with a step-by-step guide on getting started with your first installation. confidential
  • iServer Location Engine Calibration confidential iServer Location Engine Calibration
    • Before using an iServer system with the RTLE (Real-Time Locating Engine), you must calibrate the location engine.
      • - Click on the ‘Location Setup’ tab to view the calibration window and calibration setup
      • - From the Location Setup widow you will see a listing of all area’s that require calibration and each repeaters’ signal strengths that relate to the RF-fingerprint for each area.
  • iServer Location Engine Calibration confidential iServer Location Engine Calibration
      • Click on the first area that is not the (green) ‘root’ location. You will see the ‘Single Person Walk-Test” button enabled.
      • First node/area below the ‘root’ node
      • Click the walk test button to start
  • iServer Location Engine Calibration confidential iServer Location Engine Calibration
      • Now you must select a transmitter to use for the walk test. If you have not already done so, first got to the ‘Transmitters’ window and add a transmitter.
      • Select a transmitter from the list of available transmitters to use.
  • iServer Location Engine Calibration confidential iServer Location Engine Calibration
      • Now enter a pager ID # to use during the walk-test, and select if the paging transmitter is connected directly to the iServer or EZcall
      • Enter a pager ID here
      • Select where the output paging transmitter is networked
      • Now click to start the walk test!
  • iServer Location Engine Calibration confidential iServer Location Engine Calibration
      • During the walk test:
    • The iServer will send a message to the pager to indicate which room to test
    • Using your test transmitter, press the alarm button in all 4 corners of the room/area
    • When you are done calibrating the room, press the ‘reset’ button on your transmitter – then the iServer will send your pager the next room to be tested
    • Continue this process until you are back to the first room again, and you are done!
  • Chapter 4 iServer Location Engine Calibration complete confidential
  • Chapter 5 Running the iServer as a Supervised Windows Service BEGIN CHAPTER 5 confidential
  • Running the iServer as a Supervised Windows Service Running the iServer as a Supervised Windows Service Run the EZstart Application Launcher Right-click anywhere on the EZstart menu and select ‘Menu Settings’ confidential Enter the appropriate password (Default = “Programmer”)
  • Running the iServer as a Supervised Windows Service Running the iServer as a Supervised Windows Service Add a new menu item for the iServer confidential Enter the new item here (similar to the one shown here) Be sure to click on ‘Save Changes’ after entering the details Click ‘Close’ when you are done
  • Running the iServer as a Supervised Windows Service Running the iServer as a Supervised Windows Service Now right-click on the EZstart menu again and select ‘Startup Settings’ confidential Be sure that this box is checked if you want the iServer Service to start with Windows Check this box to create the service Check this drop-down box to confirm that the iServer is in the list of programs that will be run as a service - A popup window should appear as confirmation that the service(s) was created. - Now you must restart the PC to run the iServer as a Windows Service.
  • Chapter 5 Running the iServer as a Supervised Windows Service complete confidential
  • Chapter 6 Registering the iServer BEGIN CHAPTER 6 confidential
  • Registering the iServer confidential Registering the iServer
      • Registering an iServer installation is simple:
      • - Run the iServer and open the /Help/About/ window, then click on the “Register” button to view the registration window:
    Send this registration code to: [email_address] along with payment for the iServer registration. After payment has been processed, QBsoft will email you the registration key. Enter this key in this box, accept the licensing terms, then click “Register”. That’s it!
  • Registering the iServer confidential Registering the iServer
      • After it is registered, the iServer will function in 24/7-mode and not in demo mode.
      • In demo mode, the iServer operates with only 1 limitation: it runs for 2-3 hours before shutting down all communications.
  • Chapter 6 Registering the iServer complete confidential
  • Quick Business Software Solutions 1939 144 th Street, Surrey, BC, V4A 7M6 Telephone: (604) 812-SOFT (7638) Email: [email_address] Web: http://www.qbsoft.ca Twitter: www.twitter.com/QBsoft Linkedin : www.linkedin.com/company/qbsoft-solutions RSS feed: http:// twitter.com/statuses/user_timeline/259106405.rss YouTube: http:// www.youtube.com/qbsoft SMS, text: follow QBsoft to 40404 (in the USA) SMS, text: follow QBsoft to 12121 (in Canada) Contact us for additional product support: