Announcement and call processing system (63 pages)
Summary of Contents for Interalia iMCM
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Interalia Multi-Site Content Manager (iMCM) User Guide...
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Calgary, Alberta, Canada T2E 7H7 Phone: (800) 661-9406 or (403) 288-2706 Fax: (403) 288-5935 Interalia and the publisher have used their best efforts in preparing this book as accurately and completely as possible, however we do not make any guarantees or warranties regarding its content.
Configuring Networking Settings ..........................14 Understanding IP Addresses ............................ 15 Checking the Device Server.............................. 18 Configuring Email Settings ............................... 19 Viewing Information About The iMCM......................... 20 Further Information ................................20 Chapter 3: Introduction to the Configuration Server Launching the Configuration Server..........................22 Success Checkpoint ..............................
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Chapter 5: Configuring iProMOHs Configuring Information About iProMOHs......................... 44 Success Checkpoint ................................46 Chapter 6: Adding Music and Message Files Uploading Audio via the Server Manager ........................48 Uploading Audio via the Configuration Server......................49 Chapter 7: Creating Schedules and Viewing Reports About Schedules ...................................
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User Guide rev.01 Chapter 11: Updates Uploading New iProMOH Firmware ..........................94 Deploying Firmware ................................94 Updating the Server Manager ............................96 Appendix A: Notes Appendix B: Other Ways To Locate iProMOHs Method One - Using a Serial Connection ........................100 Method Two - Using a Direct Ethernet Connection ....................101...
Whether you are managing a single unit or large, multi-site installations, iMCM simplifies messaging and music across geography, time zones and demographics. The iMCM file management system allows managers to apply content and schedules to global, regional, or local playlists, eliminating the need to manually replicate schedules, music or messages for each location.
The Device Server — which communicates with the iProMOHs in the field. The Configuration Manager — which acts as a web server to provides a web interface to the iMCM system. You connect to the Configuration Manager via a web browser.
Chapter 1 Introduction Workflow A typical workflow is: Install the iMCM software on the server or workstation. Configure the Server Manager. Chapter 2, "Installing, Configuring, and Using the Server Manager". Server Server Manager Open a web browser and open the Configuration Server web page.
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User Guide rev.01 Workflow iProMOHs Configuration Server Upload audio and message files (using either the Server Manager or the Configuration Server). Chapter 6, "Adding Music and Message Files". Audio Files Configuration Server Server Manager Use the Configuration Server to: ...
Topics in this chapter: Obtaining the Software Installing the Software Launching the Server Manager Starting the Services Configuring Networking Settings Understanding IP Addresses Configuring Email Settings Viewing Information About The iMCM Further Information...
Chapter 2 Installing, Configuring, and Using the Server Manager Obtaining the Software Download the iMCM software from the Interalia web site: http://www.interalia.com/Support/iMCM/iMCM.php Or, contact Interalia to purchase the software on a DVD. Installing the Software Run the setup program iMCM Vversion Setup.exe (where version is the version number).
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User Guide rev.01 Installing the Software Enter your name and organization. Click Next. Optionally, change the destination folder. Click Next.
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Chapter 2 Installing, Configuring, and Using the Server Manager Choose Typical or Custom, and click Next. (Choosing Custom enables you to also install some sample audio files and schedules.) If you chose Custom in the previous step, select the Quick Example feature to be installed. Click Next.
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User Guide rev.01 Installing the Software Review the choices and click Install. The installer will install the software. Optionally, select Launch the program. Click Finish.
Launching the Server Manager The installation process creates an creates an icon on the desktop called iMCM Settings. Double-click that icon to open the Server Manager. (Or, choose Start > Programs > Interalia > iMCM > iMCM Settings.) The Server Manager...
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Notes: 1) Normally you should leave all these services running. 2) If you change the address or port for the iMCM Web Server on the Networking tab, iMCM will prompt you to restart the Web Server Service. 3) You should only uninstall and install the service on the advice of Interalia Technical Support.
Understanding IP Addresses on page 15. Normally, there should only be one address here. You can add multiple address if you need to re-route the iMCM to another iMCM server. Post The default initial address. Used for support purposes if required.
User Guide rev.01 Configuring Networking Settings Click Save to save the settings (or click Cancel to discard changes or Default to revert to the default settings). Understanding IP Addresses The IP addresses and ports for the Web Server and Device Server can be any unused addresses and ports.
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Chapter 2 Installing, Configuring, and Using the Server Manager...
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User Guide rev.01 Configuring Networking Settings In general, the IP address for the Device Server must be a static address (so that the iProMOH can always use the same address to call home). Set up port forwarding on your firewall to forward that static address to the local...
Chapter 2 Installing, Configuring, and Using the Server Manager Checking the Device Server To ensure that the Device Server is running: In a web browser outside the firewall, open the URL: http://device_server:port where device_server and port are the IP address and port of the Device Server as entered in the Networking Settings.
Function Hostname The name of the mail server. Username The username for the email account, typically the iMCM administrator. Password The password for the email account. This must match the password for the account in your mail server (typically Microsoft Outlook).
Viewing Information About The iMCM To view information about the iMCM: Select the About tab. This screen shows the version number of the iMCM software and the various services. Further Information Note: For information about other configuration that can be done in the Server manager, see Chapter 6, "Adding Music and Message Files"...
Introduction to the Configuration Server This chapter provides an introduction to the Configuration Server. Laptop Configuration Server Topics in this chapter: Launching the Configuration Server The Tab Bar Using the Configuration Tab Creating New Folders Cutting, Copying, Pasting, and Deleting Items ...
Launch a web browser and open the following URL: http://address:port where address is the iMCM Web Server IP address from the Networking tab in the Server Manager and port is the port number. For example: http://192.168.198.129:8888 Note: If the port number is 80 (the default port for a web server), you can leave it off. For example: http://192.168.198.129...
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User Guide rev.01 Launching the Configuration Server...
Chapter 3 Introduction to the Configuration Server You should see the Configuration Server web page. Success Checkpoint If you see the Configuration Server web page, this ensures that the network configuration is correct. The Tab Bar The Configuration Server has three tabs: ...
User Guide rev.01 Using the Configuration Tab Chapter 9, "Administration and User Accounts". Reports — to view reports about iProMOH checkins, schedules, and logs, and user activity on the Configuration Server. Chapter 7, "Creating Schedules and Viewing Reports".
Chapter 3 Introduction to the Configuration Server Toolbar The toolbar provides the main functions. Button Function Toggles visibility of the treeview. Searches for folders, iProMOHs, schedules, audio files, or contacts. Searching on page 30. Creates a new folder in the treeview. Creating New Folders on page 27.
User Guide rev.01 Using the Configuration Tab View Filters The view filter buttons show or hide classes of items in the treeview. For example, if you have a lot of audio files you may wish to use the Audio Filter button to hide them when you are not working with them.
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For more information on updating firmware, see Chapter 11, "Updates". Note: Consult with Interalia Technical Support before making any firmware changes. For more information about updating the firmware, see Uploading New iProMOH Firmware on page...
User Guide rev.01 Using the Configuration Tab Maintenance Cycle — The maintenance cycle restarts the iProMOH on a regular basis, to ensure trouble-free operation. Choose None, Nightly, Weekly, or Monthly. Nightly restarts the iProMOH once a night, between 1am and 6am.
Chapter 3 Introduction to the Configuration Server You can copy a complete folder and duplicate it elsewhere in the tree. This copies all the items inside it (audio files, schedules, iProMOHs, and subfolders). If you copy and paste an iProMOH, the copied iProMOH will have a blank MAC address. This is because these addresses must be unique.
User Guide rev.01 More Information More Information More information about the Configuration Server can be found in these chapters: Chapter 5, "Configuring iProMOHs" Chapter 6, "Adding Music and Message Files" Chapter 7, "Creating Schedules and Viewing Reports"...
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Chapter 3 Introduction to the Configuration Server...
This section describes how to configure the iProMOHs. Note: This must be done locally on the same network as the iProMOH. It cannot be done from the iMCM Server machine (unless the iProMOH happens to be on the same network as the Server.)
Chapter 4 Setting up iProMOHs Setting Up an iProMOH Through the Web Interface In a web browser, open he URL http://ipmMACADRESS where MACADRESS is the MAC address of the iProMOH. For example, http://ipm00070700502B.
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User Guide rev.01 Setting Up an iProMOH Through the Web Interface The Installer Website Application appears. Note: The Installer Website Application is only available for one hour after the iProMOH is powered on. If you need it beyond this time, power-cycle the iProMOH.
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Chapter 4 Setting up iProMOHs The network configuration page appears. Configure the Network Setup settings. Address Type — Choose how the iProMOH obtains its IP address. IP Address — The IP address of the iProMOH. Netmask — The subnet mask. ...
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User Guide rev.01 Setting Up an iProMOH Through the Web Interface Set the iMCM IP Address and Port to the IP address and port number of the Device Server. This must match the settings in the Configuration Server; see Understanding IP Addresses on page 15.
Click Set/Renew. Click Ping iMCM to make sure the iProMOH is responding. Success Checkpoint When you click Ping iMCM, you should see This iMCM is active. This confirms that the iProMOH can successfully contact the iMCM Server. \ Troubleshooting If you cannot set up the iProMOH through the web interface, see Appendix B, "Appendix...
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User Guide rev.01 Setting Up an iProMOH Through the Web Interface Optionally, click the Audio button. For each channel, choose the Dynamic Range, Volume, and Fade settings. Dynamic Range adjusts the peak-to-peak signal strength of the overall output. Different end units may be more sensitive than others and require a lower dynamic range.
Chapter 4 Setting up iProMOHs Success Checkpoint You should hear the tones playing over the speakers connected to the iProMOH. This checks that the iProMOH will correctly play the sounds sent to it. Optionally, click the Support button. Here you can see the iProMOH’s status and its firmware version. You can also perform a factory reset. (If you perform a reset, you will need to reconfigure the settings.) You can update the iProMOH’s firmware from this screen.
User Guide rev.01 iProMOH Led Status The Logs screen is designed for use by Interalia Technical Support. When you are finished, click Logout. iProMOH Led Status The status LED on the back of the iProMOH indicates the current activity of the iProMOH.
Chapter 4 Setting up iProMOHs The Next Step You now need to configure the Configuration Server with information about the iProMOHs; see Chapter 5, "Configuring iProMOHs".
Configuring iProMOHs This section describes how to configure the Configuration Server with information about the iProMOHs; iProMOHs Configuration Server Note: You will also need to set up the iProMOHs themselves; see Chapter 4, "Setting up iProMOHs". Topics in this chapter: ...
MAC Address — the 12-character MAC address of the iProMOH. You can find this on the back of the iProMOH. For example: 00070700502B. (All iProMOH MAC addresses starts with: 000707.) Note: It is very important to enter the correct MAC address as it is the unique identifier of the physical unit on the iMCM.
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CallHome Server Every iProMOH regularly “calls home” to check in with its iMCM host. (How often it should do so can be configured through the Configuration Manager.) When it calls home, it downloads updates for the music files, message files, and schedules.
Success Checkpoint You should see that the iProMOH successfully checks in. This checks that the iProMOH can communicate with the iMCM Server. It may take some time before the iProMOH first checks in. You can force it to do so by...
Adding Music and Message Files There are two ways to upload audio: through the Server Manager or through the Configuration Server, The Server Manager is the best method to use when you have a large number of files to upload. The Configuration Server is convenient when you only want to upload a few files.
Chapter 6 Adding Music and Message Files Uploading Audio via the Server Manager To upload audio via the Server Manager: Select the Audio tab. Click Select Music (to upload music files) or Select Messages (to upload message files). Browse to the file(s) to upload, and click Open.
User Guide rev.01 Uploading Audio via the Configuration Server Uploading Audio via the Configuration Server To upload audio files via the Configuration Server: Select the folder where the audio files are to go. Click the Upload Audio button Click Browse to select the file(s) to upload.
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Chapter 6 Adding Music and Message Files...
Creating Schedules and Viewing Reports This chapter describes how to schedule messages and music and how to view reports about the schedules. In this chapter: About Schedules Common Use Cases Creating A New Message Schedule Creating A New Priority Message Schedule ...
Chapter 7 Creating Schedules and Viewing Reports About Schedules The iMCM enables you to schedule: music (either from music files or the external audio input) messages Music schedules using music files take precedence over schedules using the external input.
User Guide rev.01 Creating A New Message Schedule Creating A New Message Schedule To create a new message schedule: In the treeview, select the folder where you want the schedule to be placed. Click the New Message Schedule button Configure the following information: ...
Chapter 7 Creating Schedules and Viewing Reports the first message is 9 seconds long, and the audio interval is 30 seconds, there will be a gap of 21 seconds from the end of the first message and the start of the next. Note: You can set the minimum gap through the Min Delay setting for the iProMOH.
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User Guide rev.01 Creating A New Priority Message Schedule Configure the following information: Enabled — Whether this schedule should be currently enabled or not. This feature allows you to create schedules in advance, and then enable them when the promotion starts.
Chapter 7 Creating Schedules and Viewing Reports Click the Close button to close the form. Creating A New Music Schedule To create a new music schedule: In the treeview, select the folder where you want the schedule to be placed. Click the New Music Schedule button in the toolbar.
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User Guide rev.01 Creating A New External Music In Schedule Click the New External Music In Schedule button in the toolbar. Configure the schedule information similarly to the way message schedules are configured. (See Creating A New Message Schedule on page 53.)
Chapter 7 Creating Schedules and Viewing Reports Viewing Reports To view reports: In the treeview, select the folder or iProMOH you want to report on. Click the Reports tab. Choose the type of Reports. iProMOH Schedule — What is scheduled to play on the iProMOH. ...
User Guide rev.01 Quick Start Set-up Example Date — Selects the day to report on. For the Audio Summary report: Log Type — Selects the events to report on. Date — Selects the day to report on.
Click the Configuration tab. If the treeview on the left is not currently being shown, click the Show/Hide Tree Data button. In the treeview, select the topmost node. (By default, this is labelled “iMCM”.) Click the New Folder icon. Set Display Name to Hometown Grocery.
User Guide rev.01 Other Examples The new folder appears in the treeview. Adding Audio To The Store Folder Use the Server Manager to upload some audio files, as described in Chapter 6, "Adding Music and Message Files". After uploading, the audio that is listed under the New Audio section of the treeview. In this location, it is not available to items in our Hometown Grocery store folder.
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Chapter 7 Creating Schedules and Viewing Reports Note: The lower left corner of the screen contains a panel of button that can be used to hide or show items in the treeview. For this tutorial make sure they are all pressed (so they show all items). Click the Toggle Edit Mode button.
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User Guide rev.01 Other Examples While the Configuration Server is in edit mode, checkboxes appear beside the items in the tree. Select all the items in the New Audio section. Click the Copy Checked Items button. Select the Hometown Grocery folder in the treeview.
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Chapter 7 Creating Schedules and Viewing Reports The audio now appears in the Hometown Grocery folder.
User Guide rev.01 Other Examples Creating a Regular Message Schedule Now we’ll create a message schedule that will play messages during the day while the stores are open. Click the New Message Schedule button Set the Display Name to Regular Message Schedule.
Chapter 7 Creating Schedules and Viewing Reports Creating a Regular Music Schedule Now we’ll create a schedule to play music files while the stores are open. Click the New Music Schedule button Set the Display Name to Regular Music Schedule. Set the Start time to 09:00 and the End time to 17:00 Leave Override Priority set to Neutral.
User Guide rev.01 Other Examples Creating an External Music In Schedule Now we’ll create a schedule to play an external music source after-hours. Click the New External Music In button. Set the Display Name to Regular External Music In Schedule.
Chapter 7 Creating Schedules and Viewing Reports Creating a Priority Message Schedule Now we’ll create a schedule to play a message at a fixed time. Click the New Priority Message Schedule button Set the Display Name to Store Closing. Set the Start time to 16:45. Select all the days of the week.
Now we’ll add a sub-folder for a store location that will have slightly different schedules. The iMCM’s inheritance means that this location will automatically inherit items from the parent folder but also enable us to add and override specific things we want to change for this location only.
Chapter 7 Creating Schedules and Viewing Reports Click the New Folder icon. Set Display Name to Northwest Location. Leave the other settings set to the defaults. Click the Save button. Adding a Location-Specific Regular Message Schedule Now we’ll add a regular message schedule to the Northwest Location folder. In the treeview, select the Northwest Location folder.
User Guide rev.01 Other Examples Select all the weekly specials including the one for the Meat Department. Click the Save button The following warning appears. Click OK. Note: This schedule has exactly the same name as the schedule in the parent folder, so it will override it.
Chapter 7 Creating Schedules and Viewing Reports Click the New Priority Message Schedule button Set the Display Name to Lunch Promotion Priority Message Schedule. Set the Start time to 12:15. Select all the days of the week. Select the Lunch Promotion message file. Click the Save button Note: This schedule has a name that is different from any in the parent folder, so it will play in addition to the ones in...
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User Guide rev.01 Other Examples In Presets, select 12 Hour Day. Set Start to 08:00 and End to 23:59. Click the Refresh button The report now shows the schedule for a day for this location. Note that the regular schedule includes the Meat Department promotion, and that this location plays the...
Chapter 7 Creating Schedules and Viewing Reports Creating a New Supercede Schedule Now we’ll create a schedule that will override the regular schedule for a specific date range. We’ll use the new message file that we uploaded in the previous section. In the treeview, select the Hometown Grocery folder.
User Guide rev.01 Other Examples Viewing the Schedule Now we’ll look at the schedule for the holiday period. Click the Reports tab. In the treeview, select the Hometown Grocery folder. In Reports, select iProMOH Schedule. Set the Date to December 21.
Chapter 7 Creating Schedules and Viewing Reports Success Checkpoint At this point, if you connect speakers to the iProMOH you should hear it playing the audio as per the schedules. Interleaved Schedules If an iProMOH is playing messages from two schedules (for example, from a store-specific schedule and from a region-specific schedule in a parent folder), both schedules will overlap.
Contacts and Notifications This chapter describes how to configure contacts and notifications. Topics in this chapter: Configuring Notification Settings Creating Contacts Lists Creating Notifications...
Configure the following settings: Setting Function iMCM Server Name The name of the iMCM server, used to identify which server is sending the notification. Company Name The company name, used to identify the company that is operating the iMCM server.
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User Guide rev.01 Creating Contacts Lists Click the New Contacts List button in the toolbar. Enter a Display Name and optional Description. Use the buttons above the list of contacts. To create a new contact, click the Add Contact button.
Chapter 8 Contacts and Notifications Click the Close button to close the form. Creating Notifications To create a notification: Open the Configuration Server. Click the New Notification button Configure the following information: Display Name — The name that will be shown in the treeview. ...
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User Guide rev.01 Creating Notifications Click the Save button to save the configuration or the Reload button to refresh the screen. Click the Close button to close the form.
Administration and User Accounts You can create different user accounts on the Configuration Server to give different users varying levels of permissions. Topics in this chapter: Using the Administration Tab User Levels...
Chapter 9 Administration and User Accounts Using the Administration Tab To edit or create a user account: On the Configuration Server, click the Administration tab. To create a new user, click the Add User button To edit an existing user, select the user in the list and click the Edit User button Configure the following information ...
Privilege The highest level of access. Administrator Has access to iMCM Server Manager, can create other users, can create users on the system, and has access to all features and functionality of iMCM. Content Manager Is assigned as the Manager of a Folder and all folders and files within that folder.
Archiving and Logging This chapter describes how to use the Server Manager to configure archiving and logging. Archiving Configuring Logging Settings...
Chapter 10 Archiving and Logging Archiving The Archiving tab lets you create and restore archives of all your music files, message files, and settings. Creating Archives Manually To create an archive: Select the Location where the archive should be saved. Click Backup.
Select the archive in the list. Click Delete. Configuring Logging Settings The iMCM Server can save logs of various operations. (The logs are only for use by Interalia Technical Support.) To configure the logging settings: Select the Logging tab. For each service, set the logging level to either 0 or 1.
Updates This chapter describes how to update new firmware and software. Note: For information on available updates, please contact Interalia Technical Support. Topics in this chapter: Uploading New iProMOH Firmware Updating the Server Manager...
Browse to an iProMOH Firmware file (.XMF) an click Open. Note: This only makes the firmware available on the iMCM Server Manager The deployment of the firmware is managed through the Configuration Server, where an iProMOH can be added to a firmware upgrade cycle or be excluded completely from it.
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User Guide rev.01 Deploying Firmware In the Firmware list, select the firmware to be deployed. After the iProMOH next calls home, it will start to use the new firmware.
To update the Server Manager, uninstall the old version first and then install the new version. To uninstall the Server Manager: Choose Start > Programs > Interalia > iMCM > Uninstall iMCM. This will not delete settings or uploaded audio files. After installing the new version, make sure all the services are re-started. (See Starting the Services on page 12.)
Appendix A: Notes This appendix provides a place to record important information about your system. Item IP Address Port Device Server - external address Device Server - local address Configuration Server iProMOH Location MAC Address Serial Number...
Appendix B: Other Ways To Locate iProMOHs By default, an iProMOH is set to obtain its IP address dynamically (via DHCP) so its address is unpredictable. There are several methods you can use to find its IP address and configure it. Chapter 4, "Setting up iProMOHs"...
100 Appendix B Method One - Using a Serial Connection The fastest method is to use a direct RS-232 serial connection between your computer and the iProMOH. On your computer, install a terminal emulation program if you don’t already have one. You can use the free program PuTTY available from http://www.chiark.greenend.org.uk/~sgtatham/ putty...
To toggle parameters, use the Space key. (For example, use the Space key to toggle the Address Type setting.) Set the iMCM Server Address and iMCM Server Port to the IP address and port number of the Device Server. This must match the settings in the Configuration Server; see...
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102 Appendix B If your computer does not support automatic crossover detection then you will need a crossover Ethernet cable. Unplug the power cable from the iProMOH and then plug it back in. Wait until the iProMOH has finished initializing (the status light on the back is no longer solid amber). This may take several minutes.
User Guide rev.01 103 Method Three - Finding the iProMOH on the Network Method Three - Finding the iProMOH on the Network If the iProMOH is connected to the network you can find its IP address by looking for its MAC address in your firewall’s list of connected devices.
Appendix C: Summary of IP Addresses This appendix gives a summary of the various IP addresses used in the iMCM system. The address and port of the Configuration Server must match: The iMCM Server setting in the Server Manager.
User Guide rev.01 107 Index inheritance Interalia Multi-Site Content Manager IP addresses 14, 22, 28, 37, 45, 99, 101, understanding iProMOHs configuring setting up adding music and message files administration tab archives local time audio logs uploading audio interval...
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108 Index schedules cede external music in message neutral overrides priority message supercede searching Server Manager setting up iProMOHs stale date supercede schedules time zones uninstalling updating uploading audio user levels volume...
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