COMPLETEVIEW 20/20 QUICKSTART GUIDEVERSION 5.0.1

TABLE OF CONTENTS

QuickStart Introduction 4

Installation Overview 4

Deployment Patterns 4

Management Server Installation 5

Prerequisite Installation 5

SQL Express Installation and Configuration 6

SQL Installation 6

SQL Server Management Studio Installation 8

Management Server Installation Continued 9

Management Server Installation 9

Recording Server Installation 10

Recording Server Installation 10

Desktop Client Installation 11

Desktop Client Installation 11

CompleteView 20/20 License Management 12

Obtaining and Applying a License Key 13

General Steps 14

Obtaining the Product ID (GUID) 14

Initial Configuration 14

Configuration Order 15

Desktop Client 15

Configure the Recording Server 15

Add a Recording Server 16

Add a Volume 16

Add a Schedule 16

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Add Cameras Automatically 17

Creating and Using Views 18

Users & Groups Configuration and View Access 20

Add a User 20

Add a Group 21

Add a User to a Previously Created Group 22

Client View Access 22

Active Directory Users & Groups Configuration & Email Notifications 22

Active Directory Connectivity 23

Adding Active Directory User and Group 23

Email Notifications 24

Email Notification Setup 24

Additional Resources 26

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QuickStart Introduction

This guide is intended to detail the basic steps required to first install and then configure Com-pleteView 20/20 on a new system. For more in-depth, advanced information, consult the doc-umentation once CV 20/20 has been successfully installed. If CompleteView 20/20 has alreadybeen installed on the system, proceed to the Initial Configuration section.

Installation Overview

The diagram below provides a general overview of the CompleteView 20/20 installation model.Items marked in red are required for basic functionality, and will be discussed in this guide.Refer to the online documentation for more advanced feature configuration.

Deployment Patterns

CompleteView 20/20 is comprised of one Management Server, along with one ore more Record-ing Server(s), and Client(s). Consequently, CV 20/20 may be deployed in a 1 to 4 tier con-figuration, illustrated below. Note that the SQL database is present in all patterns, but is onlyillustrated in the Four Tier installation, where it resides on its own dedicated server.One Tier, the simplest pattern, where all components are installed on one machine. This guidewill cover this type of installation. However, the steps covered herein are applicable to allinstallation paradigms. Simply run the appropriate installer on the appropriate machine as thedesired topology dictates.

Two Tier, where components are divided between two machines, as illustrated.

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Three Tier, where components are divided among three machines, as illustrated.

And, finally, Four Tier, where components are divided among four machines, as illustrated.

Management Server Installation

The Management Server coordinates communication between the various elements of Com-pleteView 20/20, and should be installed first.The installer checks for and, if necessary, installs prerequisites for CV 20/20, namely the .NETframework, and SQL Express database server.

Prerequisite Installation

Double click the CompleteView 20/20 Management Server installer.

The installer will check the system for prerequisites. Select Next through the following screens,and wait for the installer to prompt for the file path for the SQL Express server.Note: The .NET framework prerequisite may already be installed on most systems, and will notbe a part of the installation process. If prompted to install it, however, accept all defaults andcontinue through the Management Server installation process.

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When prompted, either accept the default path for the SQL server, or manually enter one. It ishere where the SQL database may be installed on a separate machine, as illustrated in the FourTier deployment pattern.

Proceed to the SQL Express Installation and Configuration section.

SQL Express Installation and Configuration

As noted earlier, the SQL database may be installed either locally or onto another machine. Thisguide depicts the installation of the database on the local machine. Substitute paths and cre-dentials as necessary for network installations. Note that SQL installation may be a somewhatlengthy process.

SQL Installation

Accept the licensing agreement and all defaults for all screens, until prompted for a password.Again, do not select or deselect any options until instructed to do so.

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When prompted, select Mixed Mode if necessary, and enter a complex password, meeting therequirements below. Make a note of this password AND the default account name, "sa."You will need both to complete CompleteView 20/20 installation.

• The password does not contain the account name of the user.• The password is at least eight characters long.• The password contains characters from three of the following four categories:

1. Latin uppercase letters (A through Z)2. Latin lowercase letters (a through z)3. Base 10 digits (0 through 9)4. Non-alphanumeric characters such as: exclamation point (!), dollar sign ($), num-

ber sign (#), or percent (%).

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• Passwords can be up to 128 characters long. You should use passwords that are as longand complex as possible.

For more information, see Microsoft's SQL Password Policy.

The initial SQL installation is now complete. Click Close.

SQL Server Management Studio Installation

After the initial SQL Express installation process has completed, the SQL Server ManagementStudio will begin installation. Accept all defaults and proceed through the installation.

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Click Close when prompted, and proceed to the Management Server Installation Continuedsection.

Management Server Installation Continued

After successful installation of the prerequisites, continue with CompleteView 20/20 install-ation.

Management Server Installation

Accept the license agreement to proceed, then either accept the default installation path, ormanually enter one. Click Next.

Enter the server and path information for the SQL Express database. If it was installed locally,accept the default, otherwise, enter the required path information. Enter the Username(default "sa") and complex password created during SQL installation. It is recommended click-ing Test SQL Connection to validate the path and authentication information entered. After test-ing the connection, click Next. You will be prompted once more to enter a complex password. Itis highly recommended using the same password as used in the previous screen.

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CompleteView 20/20 will complete installation, and automatically start required Windows ser-vices.

Click Finish, and proceed to Recording Server Installation.

Recording Server Installation

This section describes the process of installing the CompleteView 20/20 Recording Server. Aswith the other sections in this document, it presumes a One Tier installation.

Recording Server Installation

Double click the CompleteView 20/20 Recording Server installer.

Accept the licensing agreement, accept or specify the path to which the Recording Servershould be installed, click Next, and wait for the installation to complete.

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You may be prompted to install Stretch card drivers. If installation of the driver is appropriate(i.e., if analog cameras will be added to the system), then select the checkbox, otherwise clickNext. If unsure, go ahead and install the drivers, as there is no harm in having them present,even if unused. The Recording Server will complete installation.

When completed, click Finish, and proceed to Desktop Client Installation.

Desktop Client Installation

This section describes the process of installing the CompleteView 20/20 Desktop Client. As withthe other sections in this document, it presumes a One Tier installation.

Desktop Client Installation

Double click the CompleteView 20/20 Desktop Client installer.

Accept the licensing agreement, accept or specify the path to which the Desktop Client shouldbe installed, click Install.

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Wait for the installer to complete, and click Finish.

CompleteView 20/20 has now been successfully installed. Proceed to the following sections forconfiguration.

CompleteView 20/20 License Management

CompleteView 20/20 systems are licensed on a per camera basis. Every Recording Server in aCompleteView 20/20 must be provisioned with a License Key. The server License Key includesFeature Keys for IP Cameras recording to that server, as well as Feature Keys to enable system-wide functionality common to all Recording Servers in the system.In a deployed system, the CompleteView 20/20 licensing schema requires camera licenses to beallocated among CV 20/20 Recording Servers.

• Each Recording Server is provisioned with a License Key.• Every License Key incorporates a set of Feature Keys.• The Feature Keys within a License Key enable the set of cameras allocated to that Record-

ing Server.• The Feature Keys within an individual server License Key also enable any other VMS cap-

abilities or features allocated to that server.

Typically, all Recording Servers in a system incorporate a uniform set of capabilities and fea-tures, but each handles a different group of camerasIn a system that employs a single machine hosting the Recording and Management servers, asshown in the figure below, all cameras and features are maintained in a single License Key loc-ated on the server.

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When properly configured, the server configuration agrees with the set of cameras and fea-tures contained in the License Key, and all client configurations agree with the server con-figuration.In a system that employs multiple Recording Servers as shown in the figure below, the camerasand features included in the system are maintained in multiple license keys where one licensekey is allocated to each Recording Server.

For each Recording Server in this scenario, the set of cameras and features contained in itsLicense Key agrees with its own configuration. In addition, client configurations must agree withthe sum of server configurations.In a multiple server system, all servers should incorporate the same set of VMS features, buteach will manage a different set of cameras.

Obtaining and Applying a License Key

Note: If you purchased a PowerProtect server with CompleteView 20/20 pre-installed, you mayskip this section, and proceed to the Initial Configuration instructions.License keys are generated at the time of installation, are private, and cannot be transferredfrom one server to another.Prior to server software installation, an email should be received from licens-ing@salientsys.com . Contact Salient at 512-617-4800, 1-844-725-4368, or the email addressabove for licensing assistance.

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General Steps

1. All components of CompleteView 20/20 must be installed first, per the instructionsdetailed in this manual.

2. Obtain the server Product ID (also referred to as a GUID), as shown below.3. Reply to licensing@salientsys.com with the Product ID (GUID).4. An email will be sent from licensing@salientsys.com with the "cvserver.lic" file attached.5. When received, each unique license file should be saved or copied to the [C:\Pro-

gram Files\]Salient Security Platform\CompleteView 2020\Re-cording Server\ directory for each Recording Server.

Each Recording Server is required to have a unique license file. Only one Management Servershould be installed for a given deployment. The Desktop Client may be installed on as manymachines as desired, but only one instance is required.

Obtaining the Product ID (GUID)

After all components of CompleteView 20/20 have been installed:

1. Log into the Desktop Client (described in Initial Configuration).2. Select the Configure module.3. Select the desired Recording Server from the left pane.4. Select and copy the Product ID.

5. Send the Product ID to licensing@salientsys.com.6. Proceed with the General Steps above.

Initial Configuration

After successful installation of the Management and Recording Servers, use the Desktop Clientto configure the following components in the order listed. Some items may or may not be

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relevant to a particular deployment, and may be skipped.

Configuration Order

1. Log into the Desktop Client2. Select the Configure function3. Add a Recording Server4. Add a Volume to the Recording Server5. Add a Schedule to the Recording Server6. Add one or more cameras to the Recording Server7. Add one or more Views8. Configure Active Directory9. Add one or more users

10. Configure email notifications

Desktop Client

Logging in to the Desktop Client is similar to most Windows applications. Either utilize theDesktop icon, or browse to Start/S/Salient/Salient Security Platform. If the Management Serverwas installed locally, leave the default path, otherwise enter the URL to the remotely installedManager Server, utilizing port 8095, as indicated below. Authentication should be left in thedefault state, unless otherwise required. The default User Name is "admin". Leave the Pass-word field blank.

Configure the Recording Server

Once logged into the Desktop Client, click the Configure function. From here, a RecordingServer will be added, Volumes created, Schedules assigned, and cameras added. These instruc-tions present the minimum level of configuration necessary for initial functionality of the Com-pleteView 20/20 server. More detailed information may be found in the online helpdocumentation, installed with CV 20/20. After each set of steps, save the configuration by click-ing the disk icon, located near the right corner of the toolbar.

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Add a Recording Server

Steps:

1. Right-click on Overview2. Select Add Server3. Enter the Recording Server’s IP address or "localhost," if all components are on the same

machine4. Enter the credentials (default "admin" with no password)5. Select Connect6. Save the configuration

Add a Volume

Steps:

1. Right-click on Volumes2. Select New Volume (Alternately, click the Add button in the Volumes pane)3. Highlight/select the new volume4. Set the volume to Enabled (to record)5. Optionally, name the volume6. Ensure the correct volume path is in the path line7. Use the Type pull-down menu and select the volume type (every recording server must

have at least one Regular Volume)8. Video Space should be set at 95%.9. Save the configuration

Add a Schedule

Before adding cameras, a Schedule must be added to the Recording Server.

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Steps:

1. Right-click on Schedules and select Add Schedule (also selecting Week Schedule, if promp-ted)

2. Click on the desired recording type(s)3. Use your mouse pointer and drag it from left to right across the timeline in order to

enable the desired recording for the entire day4. Alternatively, different recording types may be placed at different hours of the day by

selecting the recording type and dragging the mouse pointer across the desired time.5. Alternatively, you may also copy a day’s schedule and paste it to another day.6. Save the configuration

Add Cameras Automatically

Cameras may be added either manually or automatically.Steps:

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1. In the Recording Servers Panel, select a Recording Server2. Select the Cameras Node3. Look to the bottom left, select the Video Devices dropdown

4. Select Network as the connection type5. Select the appropriate driver type.

Note: IP single refers to a single CCD sensor; IP multi refers to multiple CCD sensors in a singlecamera, typically found in 360° or 180° cameras. IP NVR refers to Samsung, HIKVision and other

NVR integrations.6. Select the device type (All, Fixed, PTZ or 360)7. Select device Manufacturer (scroll through the list)8. Select the Status of the camera to be added

Note: the device should appear now

9. Scroll through the list of devices and check the box associated with the desired IP device10. Look to the bottom and enter the credentials of the devices (cameras)11. Select the appropriate compression, as set in the device12. Select the frame rate for the device13. Press the Add Selected button14. Save the configuration

After adding a Recording Server, at least one Volume and camera, proceed to the next section.

Creating and Using Views

After configuring at least one Recording Server, create at least one View via the Client Viewssubpanel.Steps:

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1. Right-click on Views2. From the menu, select New View

Note:Wait for the View Creation Panel to appear with the list of Recording Servers displayed tothe left

3. Drag video cameras from list of the available Recording Servers onto the large blankarea to the right.

Important Note: to build the template, drop the desired video onto some portion of the blankarea beside the presently existing video camera feeds.

4. Optional: save the view as a template5. Save the configuration

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Users & Groups Configuration and View Access

CompleteView 20/20 implements two types of users and groups: Local and Active Directory.This section details configuration of local users and groups. Proceed to the next section for con-figuration of Active Directory users and groups.

Add a User

From the Configure function, select Users/Groups.Steps:

1. Right-click on Users2. Select New User3. The default user (example: User3) will appear in the list of users4. Change the username5. Add a user password (click in the box and type over the default)6. Optional: if Active Directory is utilized, enter the domain name7. Optional: if the user is to be an Admin, select the Admin checkbox8. Save the configuration

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Add a Group

Steps:

1. Right-click on Groups2. Select New Group3. The default user (example: Group 4) will appear in the list of users4. Change the username5. Optional: if the group is to be an Administrator group, check the Admin box6. From “Users in this Group Panel,” check the boxes to include the users for the group7. Optional: if the group is an Active Directory Group, add the Domain Name8. Save the configuration

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Add a User to a Previously Created Group

Steps:

1. Select the username2. In “Members of These Groups,” check the box to the right of the desired group to set

group membership3. Save the configuration

Client View Access

From the Client Views Panel, the Administrator can grant or deny access to a specific clientview, map, event, PTZ preset, trigger, event, input and/or output. Additionally, the Admin-istrator has control over user and group camera permissions. Checked boxes grant camera per-missions to a user or group and permit access to views and features such as an alarm or event.

Active Directory Users & Groups Configuration & Email Notifications

CompleteView 20/20 integrates with Active Directory, and hosts an integrated email server forsystem notifications.

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Active Directory Connectivity

Individual Recording Servers should make the initial connection to the Domain Controller fromthe Recording Server’s Common Settings Panel/Consumed Services. Select Enable, and com-plete the required information.

Adding Active Directory User and Group

Note: Before proceeding, ensure that the Domain Controller’s initial connection in ConsumedServices is completed, and Active Directory (AD) is available for the user and group import.Steps:

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1. Select Active Directory2. Select, “Domain to Search From”3. Enter the AD Domain Name4. Enter an AD username5. Enter an AD password6. Enter the AD distinguished Name, Organizational Unit, and Common Name7. Select Search Users or Search Group as appropriate Note: User/Group names for import

will appear below8. Select the user/group by checking the box next to their name9. Press Import Selected

10. Set desired access and permissions for the imported groups/users11. Save the configuration

Email Notifications

While still in Consumed Services, select Email Server to configure email and SMS notifications.

Email Notification Setup

Steps:

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1. Check the Enable check box2. Enter the SMTP mail server domain information3. Enter the mail port that is required by the employed SMTP account4. Select TSL if it is required by the SMTP account5. Select Authenticate if a username and password are required to use the SMTP service6. Enter the SMTP user account name that was set up for email notification7. Enter the SMTP password that was set up for email notification8. Enter the Sender name9. Enter the Sender’s email address; it may be the same as the username

10. Select Apply to all (recording) servers11. Save the configuration

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Additional Resources

Visit the Salient website, www.salientsys.com, for additional support and CompleteView train-ing:

• Manuals & Documentation (https://support.salientsys.com/hc/en-us/c-ategories/115000292747-Knowledge-Base) – Includes all relevant manuals.

• Online Tech Support (https://support.salientsys.com/hc/en-us) – Get quick access toonline tech support modules that cover the most frequently asked product questions, suchas “Adding IP Camera Licenses.”

• Training (https://support.salientsys.com/hc/en-us/categories/115000302988-Train-ing) – we offer both online and classroom training.

° CompleteView™ Online Certification - Register online and access the inter-active training modules. Certification is valid for one year.

° CompleteView™ Classroom Certification – Instructor led 2-day course, held ina regional classroom setting, designed to provide you with certification onCompleteView video management software. Certification is valid for twoyears.

° CompleteView™ Remote Certification – Instructor directed 2-day course, thatthe student accesses through their own computer, designed to provide youwith certification on CompleteView video management software. Cer-tification is valid for two years.

° Please visit the Salient website to see the training calendar, agenda, andregistration. Contact training@salientsys.com for questions.

Salient Systems4616 W. Howard Ln.Building 1, Suite 100Austin, TX 78728512.617.4800512.617.4801 Faxwww.salientsys.com

©2019 Salient Systems Corporation. Company and product namesmentioned are registered trademarks of their respective owners.

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