EXFO C LIENT USER GUIDE

EXFO CONNECT CLIENT

USER GUIDE

EXFO Connect Client Release 4.2

April 2013

ii EXFO Connect Client User Guide

Copyright InformationCopyright © 2003-2013 EXFO, Inc. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form, be it electronically, mechanically, or by any other means such as photocopying, recording or otherwise, without the prior written permission of EXFO, Inc. (EXFO).

Information provided by EXFO is believed to be accurate and reliable. However, no responsibility is assumed by EXFO for its use nor for any infringements of patents or other rights of third parties that may result from its use. No license is granted by implication or otherwise under any patent rights of EXFO.

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The information contained in this publication is subject to change without notice.

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EXFO’s trademarks have been identified as such. However, the presence or absence of such identification does not affect the legal status of any trademark.

Units of Measurement

Units of measurement in this publication conform to SI standards and practices.

Book Version: 5.0

Release Date: April 2013

End-User License Agreement for EXFO Inc.

BEFORE INSTALLING AND USING THE SOFTWARE PRODUCT CONTAINED ON THIS DISK (THE “LICENSED SOFTWARE") YOU SHOULD CAREFULLY READ THE FOLLOWING END-USER LICENSE AGREEMENT ("AGREEMENT") THAT APPLIES TO THE LICENSED SOFTWARE. ACCEPTING THIS AGREEMENT ESTABLISHES A BINDING AGREEMENT BETWEEN YOU, AS THE PERSON ACQUIRING THE SOFTWARE (THE "CUSTOMER"), AND EXFO SERVICE ASSURANCE, INC. ("EXFO"). IF YOU DO NOT ACCEPT THIS AGREEMENT, PROMPTLY RETURN THE PACKAGE TO YOUR PLACE OF PURCHASES FOR A FULL REFUND, IF APPLICABLE.

ALTERNATIVELY, IF AN EXECUTED LEGAL AGREEMENT EXISTS BETWEEN THE CUSTOMER AND EXFO. THE EXECUTED LEGAL AGREEMENT AND AGREED TERMS AND CONDITIONS SHALL SUPERSEDE THIS END-USER LICENSE AGREEMENT.

Terms and Conditions

IMPORTANT -- READ CAREFULLY: This Agreement is a legal agreement between the Customer, either an individual or a single entity, and EXFO, with respect to the Licensed Software, which includes computer software in object code form only and may include associated media, printed materials, and "online" or electronic documentation (collectively the "Licensed Technology") and computer programs which have been developed by third parties ("Third Party Software").

1PROPRIETARY RIGHTSThe Licensed Technology is subject to the protection of the copyright laws of the U.S. and foreign jurisdictions, which prohibit unauthorized copying and distribution of copyrighted works. The Licensed Technology incorporates EXFO's proprietary and confidential algorithms and techniques that are subject to legal protection as trade secrets. The Customer acquiring a license to the Licensed Technology is granted only those rights expressly conferred by the license grant set forth in Section 3 of this Agreement.

1.SUPPORT EXFO shall only provide support for the Licensed Technology ("Support") to the extent set forth in a separate maintenance and support agreement, if any, between EXFO and Customer.

2.LICENSE GRANTa.Subject to the terms and conditions of this Agreement, EXFO grants to Customer a personal, nontransferable and nonex-clusive license to use the Licensed Technology solely within Customer's own internal business operations, for Customer's internal business purposes. b.The license granted shall not extend to any third party, or any business or operation of a third party acquired by Customer by merger consolidation, purchase, and operation of law or otherwise, after the effective date of this Agreement. No copies shall be made of the Licensed Technology, or any portion of it, except that Customer may make one (1) copy for backup and disaster recovery purposes.c.The Third Party Software provided to you is distributed under the terms of the license agreements associated with that Third Party Software. Copies of these terms are included in the documentation for the Licensed Software.

3.RESERVED RIGHTSa.Title in the Licensed Technology remains with EXFO. Title in the Third Party Software remains with the third party providers.b.EXFO reserves any rights not expressly granted in Section 3. Without limiting the foregoing, EXFO reserves the right to license the Licensed Technology to others on such terms as EXFO may establish in its sole discretion.c.EXFO reserves the right, in any way and without notice, to revise, not to revise, update or modify the Licensed Tech-nology, or the information upon which the Licensed Technology was based. Except as otherwise expressly set forth in this Agreement, EXFO assumes no responsibility, for (i) protecting the Licensed Technology against obsolescence; (ii) providing any improvements to the Licensed Technology;(iii) maintaining the Licensed Technology; or (iv) providing other services with respect to the Licensed Technology.

4.RESTRICTIONSa.No right is granted (i) for the use of the Licensed Technology for or by any third party, including, but not limited to, use for time-sharing, service bureau or similar services; (ii) to sell, transfer, export, license or sublicense any of the Licensed Technology; or (iii) to transmit the Licensed Technology to any person outside Customer's internal business organization.b.Customer shall not reverse engineer, decompile, disassemble or decode the Licensed Technology, or derive any source code or algorithms from the Licensed Technology.c.Customer shall not modify, translate, adapt, or create derivative works from the Licensed Technology.

5.FEES AND PAYMENTSa.Customer shall pay or reimburse EXFO for all sales or use taxes, duties, withholding taxes or levies imposed by any authority, government or government agency (other than those levied on EXFO's net income) in connection with this Agreement or provide EXFO with a valid exemption certificate. If EXFO is required to collect a tax to be paid by Customer, Customer shall pay this tax on demand. If Customer is required to withhold any sum to pay a withholding tax, the amount paid will still be owed to EXFO and Customer shall promptly pay that amount to EXFO.b.If Customer fails to pay any fee, expense, tax or any sum due to EXFO, Customer shall pay all reasonable expenses incurred by EXFO c.in collecting these sums, including reasonable attorney's fees.

iv EXFO Connect Client User Guide

6.CONFIDENTIAL INFORMATIONa.Customer shall hold the Licensed Technology in confidence for the benefit of EXFO as confidential information.b.Customer shall not make any disclosure of the Licensed Technology (including methods or concepts utilized in the Licensed Technology) to anyone other than its employees who have a need to know. Customer shall notify its employees of their confidentiality obligations with respect to the Licensed Technology and shall require its employees to comply with these obligations. The confidentiality obligations of Customer and its employees survive the termination of Customer's licenses and rights granted under this Agreement. 7.LIMITED WARRANTY AND DISCLAIMER OF WARRANTIESa.EXFO warrants that for a period of ninety (90) days following Customer's receipt of the Licensed Technology ("Warranty Period"), that the Licensed Technology will operate and perform materially in conformance with the accom-panying written documentation. If a breach of the warranty set forth in this Section 8.1 occurs, Customer's sole and exclusive remedy is that EXFO will provide reasonable efforts to correct nonconformances which are reproducible by EXFO during the Warranty Period or any period in which Customer is entitled to receive Support for such Licensed Technology. b.EXFO makes no representations and extends no warranties of any kind (other than those set forth in Section 8.1), and assumes no responsibility or liability with respect to (i) the use, sufficiency or accuracy of the Licensed Technology; (ii) the sufficiency or accuracy of the reports or tests performed utilizing the Licensed Technology; or (iii) any Third Party Software. THE FOREGOING WARRANTIES ARE IN LIEU OF ALL OTHER WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR ANY PARTICULAR PURPOSE (EVEN IF EXFO KNOWS OR HAS BEEN MADE AWARE OF SUCH PURPOSE), AND THE WARRANTY AGAINST INFRINGEMENT OF PATENTS OR OTHER INTELLECTUAL PROPERTY RIGHTS.

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10.GENERALa.Neither the execution of this Agreement or anything in it, or the Licensed Technology, shall be construed as providing nor implying any arrangement or understanding that EXFO will make any purchase, lease, examination or test of, or give any approval with respect to, any product or service.b.Customer may not assign, in whole or in part, this Agreement, or any license, rights or obligations granted, to any third party, including without limitation, any subsidiary, affiliate or entity owned or controlled by Customer, or pursuant to any merger, consolidation or other Customer reorganization, without the prior written consent of EXFO. c.The failure of either party at any time to enforce any of the provisions of this Agreement or any right under this Agree-ment, or to exercise any option provided, will in no way be construed to be a waiver of the provisions, rights, or options, or in any way to affect the validity of this Agreement. The failure of either party to exercise any rights or options under the terms or conditions of this Agreement shall not preclude or prejudice the exercising of the same or any other right or option under this Agreement.d.This Agreement must be construed and enforced according to the substantive laws of the Commonwealth of Massachu-setts, and Customer agrees to be subject to the exclusive jurisdiction of the courts in the Commonwealth of Massachusetts if a suit is commenced in connection with this Agreement.e.If any provision or portion of a provision of this Agreement is held invalid or unenforceable, the remainder of the Agree-ment shall not be affected, and the remaining terms will continue in effect and be binding on the parties, provided hat such holding of invalidity or unenforceability does not materially affect the essence of the Agreement.f.EXFO and Customer agree to comply with all applicable laws. Specifically, Customer will comply with all applicable export and import control laws and regulations of the United States and any foreign jurisdiction in which the Licensed Technology is used and, in particular, Customer will not export or re-export the Licensed Technology without all required United States and foreign government licenses. Customer acknowledges and understands that the Licensed Technology contains encryption technology that may require an export license from the U.S. State Department when exported or re-exported to government end-users, Internet or telecommunications service providers providing services specific to govern-ment end-users. Export of the Licensed Technology to certain countries is prohibited. Customer will defend, indemnify, and hold harmless EXFO from and against any violation of such laws or regulations by Customer or any of its agents, officers, directors, or employees. g.The provisions of this Agreement constitute the entire agreement between the parties with respect to the licensing of the Licensed Technology and supersede (i) all prior agreements, oral or written; (ii) any conflicting terms in Customer's purchase order or EXFO's invoice; and (iii) all other communications relating thereto Sections 1, 4, 5.2, 5.3, 7, 8.2, 9, 10.3,

and 11 and all others that by their sense and context are intended to survive the execution, delivery, performance nd termi-nation of this Agreement, will survive and continue in effect.

11.U.S. GOVERNMENT END USERSThe Licensed Technology and any other software covered under this Agreement is a "commercial item" as that term is defined at 48 C.F.R. 2.101, consisting of "commercial computer software" and "commercial computer software documen-tation" as such terms are used in 48 C.F.R. 12.212. Consistent with 48 C.F.R. 12.212 and 48 C.F.R. 227.7202-1 through 227.7202-4, all U.S. Government End User Customers acquire the Licensed Technology with only those rights set forth therein.

END OF TERMS AND CONDITIONS

vi EXFO Connect Client User Guide

Chapter 1: EXFO Connect Client Overview...........1

Overview of EXFO Connect Client .............................................................2

EXFO Connect Licenses ...............................................................................4

Specifications ....................................................................................................5

Main Menu List .................................................................................................6

Chapter 2: Configuration .............................................................9

Configuring EXFO Apps Mode ..................................................................10

Configuring EXFO Connect Server Mode ..............................................11

Configuring EXFO Connect Client ............................................................13

Configuring Platform Location ....................................................................17

Manual Synchronization ..............................................................................19

Chapter 3: Main Features ..........................................................21

File Transfer .....................................................................................................22

Logs ...................................................................................................................31

Option Manager .............................................................................................32

Platform Information ......................................................................................38

Software Download .......................................................................................40

Test Data Upload ...........................................................................................44

CONTENTS

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Uploading Test Data in Manual Mode .....................................................46

Uploading Test Data in Automatic Mode .................................................49

Remote Access ..............................................................................................51

Chapter 4: Contractor Mode ..................................................53

Configuring Contractor Mode .....................................................................54

File Transfer in Contractor Mode ...............................................................58

Platform Information in Contractor Mode ................................................59

Uploading Test Data in Contractor Mode ................................................60

Selecting Business Unit in Contractor Mode ..........................................62

Other Functionalities in Contractor Mode ................................................63

Chapter 5: Platform Transfers to other Business Unit........................................................................................................................64

Impact on Functionalities .............................................................................67

Chapter 6: Broadcast Messages ......................................69

Acknowledging Broadcast Message ........................................................71

Chapter 7: Notifications ..............................................................72

EXFO Apps server - Notifications .............................................................73

EXFO Connect Client - Notifications ........................................................74

Software Download - Notifications ............................................................74

Manual Installation - Notifications ..............................................................75

Auto-Installation - Notifications ..................................................................75

Chapter 8: Alerts ..................................................................................77

Auto-Installation - Alerts ................................................................................78

Floating Option - Alerts .................................................................................82

Other Alerts ......................................................................................................84

Chapter 9: License Dependent Activities ..............87

License Dependent Activities* ....................................................................88

Chapter 10: Troubleshooting................................................91

Solving Common Problems ........................................................................92

ix

Other Reference Documents .....................................................................95

Contacting the Technical Support Group ................................................96

x EXFO Connect Client User Guide

C H A P T E R 1

EXFO Connect ClientOVERVIEW

This topic provides an overview of the EXFO Connect Client and describes in brief its main features.

In this chapter This chapter contains the following sections:

Section Page

Overview of EXFO Connect Client 2

EXFO Connect Licenses 4

Specifications 5

Main Menu List 6

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Overview of EXFO Connect Client

This section provides an overview of the EXFO Connect Client application.The EXFO Connect Client is a Platform application, which connects a Platform to the EXFO Connect Server. The Platform Operator can upload the test data and other files to the EXFO Connect Server. EXFO Connect Client also downloads the file and new software from the EXFO Connect Server.

The Platform can be configured to work in Contractor Mode. The Contractor’s Operator can perform the tests and upload the test data to specific Business Unit.

The Platforms are allotted to the Business Unit by the System Administrator or Business Unit Administrator from the EXFO Connect Server. The System Administrator of the EXFO Connect Server allots, transfers, or loans a Platform(s) to other Business Unit.

The EXFO Connect Client assigns or releases the Floating Options on a Module.

The EXFO Connect Client can also connect to the EXFO Apps Server to receive the notifications about upgrades, updates, new software released by EXFO.

By default, the EXFO Connect Client starts in EXFO Apps mode. Configure the EXFO Connect Client to connect to EXFO Connect mode.

To configure the EXFO Connect Client with the EXFO Connect Server, refer “Configuring EXFO Connect Client” on page 13.

Features The features of EXFO Connect Client are as follows:

• While it connects to the EXFO Connect Server, • Configures the EXFO Connect Client.• Uploads test data from a Platform to the EXFO Connect Server.• Downloads and installs the latest product pack or service pack. • Assigns or releases the Floating Options on a Module.• Downloads and auto-installs FTB-Care licenses to the Platforms.

Note: FTB-Care license is exempted for FTB-150 and FTB-200v1.

• Upload the file to the EXFO Connect Server and download the file from EXFO Connect Server.

• Notifies the activities communicated from the EXFO Connect Server.

• Displays and sends the GPS location of the Platform to the EXFO Connect Server. The Operator can manually enter the location, if

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the GPS Location is not found or external GPS device is not available.

• Provides access to the EXFO Connect Server User to connect to the Platform and perform the Operator’s activities remotely.

• Manual Synchronization allows to synchronize the latest information, exchanging data, starting pending activities from the EXFO Connect Client to the EXFO Connect Server.

• Connects the Platform to assigned Business Unit.• In Contractor Mode, the Platform is connected to the Operator

requested Business Unit.• While it connects to EXFO Apps Server,

• Notifications to the Platform Operator about any upgrade or updates available for the applications installed on the Platform.

• Notifications to the Platform Operator about new software released by the EXFO.

• Notifications to the Platform Operator about the availability of multimedia content shared on the EXFO Apps Server.


EXFO Connect Licenses

When running in EXFO Connect mode, the Platform needs to have valid FTB-Care and TDM/TEM licenses to avail EXFO Connect services.

A valid TDM license allows the Platform Operator to upload the test data to the EXFO Connect Server, while valid TEM license allows the

Platform Operator to request the file downloads, software applications downloads from the EXFO Connect Server. The valid TEM license also enables to assign/release module Floating Options.

In case of expired FTB-Care, the Platform can still connect to the EXFO Connect Server and auto-renew the license, if purchased.

Unlike FTB-Care, TDM and TEM are not installed on the Platform.

Note: FTB-Care license is exempted for FTB 150 and FTB 200v1.For more information on license dependent functionalities of the EXFO Connect Client, refer “License Dependent Activities” on page 87.

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Specifications

The table below shows the list of pre-requisites for the EXFO Connect Client.

Specifications FTB-1 FTB-200v2 FTB-500 IQS-600 FTB-150 FTB-200v1

Baseline Mini Tool-Box

Compact ToolBox

ToolBox IQS Manager ToolBox CE ToolBox CE

Baseline Version 1 1 8 3 1 1

ProductName PFA PFA PFA PFA - FTB-Care

ProductVersion 1.8.1.105 1.4.0.139 1.0.0.20 3.0.0.19 - 1.0.0.13

Update Manager Version

2.8.0.x 2.7.0.x 2.7.0.x 2.7.0.x - -

WIM Version 1.0.0.57 1.0.0.35 1.60.0.1 - - -

Baseline Disk Version

- - - - 3.4.0.57 3.4.0.57


Main Menu List

The main Menu allows you to perform various activities on the EXFO Connect Client application.

The following table summarizes the EXFO Connect Client menu options

and where to find more information for each option.

Menu Description More Information

Configuration Allows to configure the EXFO Connect Client to

connect to the EXFO Connect Server and or to the EXFO Apps Server. It allows to set the Platform Location manually, if GPS Location is not detected automatically, through external GPS device. Configuration menu also allows you to set the Platform to Contractor Mode.

“Configuration” on page 9.

File Transfer Allows to upload the files to the EXFO Connect

Server or to download files from the EXFO Connect Server. It also displays the status of file uploads/ downloads.

“File Transfer” on page 22.

Logs Displays the activities of the Platform with the EXFO Connect Server.

“Logs” on page 31.

Option Manager (This

feature is only available for

FTB-1, FTB-200v2, FTB-

500 Platforms.)

This allows to assign or release the Floating Option on a Module.

“Option Manager” on page 32.

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Platform Info Displays the platform details as - Type, Serial Number, Name, Owner, License Information and Platform Location, Business Unit and Contractor Mode.

“Platform Information” on page 38.

Software Download Displays the status of the Platform Applications being downloaded and the history of downloaded Platform Applications. You can specify the download file location on the Platform.

“Software Download” on page 40.

Test Data Upload Allows to upload the test data to EXFO Connect Server. It also allows to set the location to upload files.

“Test Data Upload” on page 44.

Click this icon to view the EXFO Connect Client application information.

Click this icon to view the EXFO Connect Client application help.

Click this icon to close the EXFO Connect Client application.

Menu Description More Information


CONFIGURATION

This topic provides the information on, how to configure and connect the EXFO Connect Client to the EXFO Connect Server and EXFO Apps Server. The Configuration page also allows you to set the EXFO Connect Client settings and configuring location of the Platform manually, if GPS location is not detected automatically, with the external, compatible GPS device.


To configure the Platform in Contractor Mode, refer “Configuring Contractor Mode” on page 54

Section Page

Configuring EXFO Apps Mode 10

Configuring EXFO Connect Server Mode 11

Configuring EXFO Connect Client 13

Configuring Platform Location 17

Manual Synchronization 19

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Configuring EXFO Apps Mode

By default, when you start your Platform, the EXFO Connect Client connects to EXFO Apps mode unless you configure the EXFO Connect Client to change the server mode.

Information available

Client Connection – Select the EXFO Apps Server mode to configure the EXFO Connect Client to work in EXFO Apps mode.

Disable all notifications – Select this check box for not displaying any notifications to the Platform Operator.

How to connect a platform to the EXFO Apps Server

To connect a platform to EXFO Apps Server:

1 Click Configuration on the main Menu. This displays the Configuration page.

2 Select EXFO Apps Server option in Client Connection section.

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Configuring EXFO Connect Server Mode

The EXFO Connect Client can be configured to connect to the EXFO Connect Server to avail the EXFO Connect services.

How to connect a platform to the EXFO Connect Server

To connect a platform to the EXFO Connect Server:

1 Click Configuration on the main Menu.This displays the Configuration page.

2 Select the EXFO Connect Server in the Client Connection section.

3 Type the EXFO Connect Server URL provided to you in the Address field.

Note: The Address field is editable only if the EXFO Connect Client is disconnected from the EXFO Connect Server.

4 Type the security code provided in the Security Code field.

5 Select Connect.

When the Platform connects successfully to the EXFO Connect Server, the Connection to Server - Successful notification is displayed and the Server Connection LED changes to green.

Note: The EXFO Connect Client synchronizes with the EXFO Connect Server and the tasks pending on the EXFO Connect Client and the EXFO Connect Server are completed.

For example: Files assigned to upload/download, Detecting and updating GPS Location of platform, Software downloads assigned from the EXFO Connect Server.


Once the Platform completes exchanging data and performing pending tasks with the EXFO Connect Server, a notification displays the status of the activities completed during synchronization.

How to Change the Operator

To change the Operator:

1 Select your name from the Operator Name drop-down list.

2 Click the Change button to change the Operator name.

Note: The drop-down list displays the Operator list specified on the EXFO Connect Server. If your name is not listed in the Operator List, contact your administrator.

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Configuring EXFO Connect Client

The configuration settings allow you to set various configurable options for the EXFO Connect Client.

Warning: If you connect EXFO Connect Client to EXFO Apps Server, the configured settings returns to default settings. The default settings are shown in the figure below.

The default settings are:

Configuring Auto-Launch ECC

Note: You need an Administrator (Supervisor) rights to configure this setting. The Auto-Launch ECC option remains disabled for Operators other than Administrator (Supervisor).

The Auto-Launch ECC option allows you to deactivate or activate auto-launch EXFO Connect Client as the Platform starts. By default, the Auto Launch ECC is active. The EXFO Connect Client is automatically launched as the Platform starts, after logging.

Settings Description Default Value

Auto Launch Launch EXFO Connect Client when Platform starts Active

Maintenance Mode Sets the Platform to update and upgrade automatically

Inactive

Disable all Notification Stops displaying notifications on the Platform. Inactive

Limited Bandwidth Can set the limit to upload or download the data below specified size.

Inactive


To deactivate the Auto-Launch:

Clear the Auto-Launch ECC, if selected. This deactivates starting the EXFO Connect Client with the Platform.

The Operator needs to manually start the EXFO Connect Client, if the Auto-Launch ECC is deactivated.

To launch the EXFO Connect Client manually:

Click Start > All programs > EXFO > EXFO Connect Client > EXFO Connect Client.

To activate the Auto-Launch:

Select the Auto-Launch ECC.This activates starting the EXFO Connect Client with the Platform.

Note: This setting does not change even if you, Close the EXFO Connect Client; Disconnect and re-connect the EXFO Connect Client; Upgrade the EXFO Connect Client; Shutdown the Platform. The EXFO Connect Client continues working with set option of last session.

Configuring Maintenance Mode

The Maintenance Mode allows you to update or upgrade the Platform’s software automatically, without Operator intervention. The software assigned for auto-installation from the EXFO Connect Server is automatically installed once the Platform is set to maintenance mode. The EXFO Connect Client will not ask for your confirmations to install the software assigned for auto-installations from the EXFO Connect Server.

Note:

• Close Update Manager and ToolBox/IQS Manager before setting the EXFO Connect Client in Maintenance Mode. The Maintenance Mode will not be activated, if Update Manager or ToolBox/ IQS Manager are running on the Platform.Note: An IQS Manager is only available on IQS-600 Platforms.

• If the EXFO Connect Client is set in Maintenance Mode and you start Update Manager or ToolBox/IQS Manager, the auto-installation may fail or software installed may have conflicts.

• If the Maintenance Mode is not active the EXFO Connect Client is in Normal Mode. In Normal Mode the software assigned for auto-installation will be notified for your confirmation to install or postpone and requires your action, for example, close the running applications, etc. For more information for confirmations, refer “Alerts” on page 77.

By default, the Maintenance Mode is inactive.

To activate the Maintenance Mode:

Select the Maintenance Mode.This sets the Platform to update or upgrade the Platform silently.

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To deactivate the Maintenance Mode:

Clear the Maintenance Mode.This sets the Platform to normal mode.

Note:

• The Maintenance Mode remains activated once set even if you, disconnect and re-connect the EXFO Connect Client.

• The Maintenance Mode deactivates (inactive), if the EXFO Connect Client is closed or upgraded.

Configuring Disable All Notifications

This setting stops displaying all notifications on the Platform. The short notifications and long notifications will not be displayed to you on the Platform.

Note: The Broadcast Messages and Alerts appear even if you select Disable All Notifications option.

For more information, refer “Notifications” on page 72, “Broadcast Messages” on page 69 and “Alerts” on page 77.

By default, Disable All Notifications is inactive.

To activate Disable All Notifications:

Select the Disable All Notifications.This stops displaying notifications on the Platform.

To deactivate Disable All Notifications:

Clear the Disable All NotificationsThis starts displaying all notifications on the Platform.

Note: This setting does not change even if you, Close the EXFO Connect Client; Disconnect and re-connect the EXFO Connect Client; Upgrade the EXFO Connect Client; Shutdown the Platform. The EXFO Connect Client continues working with set option of last session.

Configuring Limited Bandwidth

If Limited Bandwidth is activated, any attempt to upload or download any file, test report, and software more than the specified file size is rejected.

Deactivate this setting, if you have sufficient bandwidth and you need to transfer the large files.

Note:

• The Operator List file, the Floating Option assignment-release, and the All licenses files, File search results, are exempted from this settings and transfers even if you activate Limited Bandwidth.

• This setting does not change even if you, Close the EXFO Connect Client; Disconnect and re-connect the EXFO Connect Client; Upgrade the EXFO Connect Client; Shutdown the Platform. The EXFO Connect Client continues working with set option of last session.


• The failed software download, file download via profile and test data upload will be re-attempted automatically once the file size is changed or the limited bandwidth mode is deactivated.

• You have to re-attempt the upload or download files manually, if the manual file download or upload fails due to configuring Limited Bandwidth.

• You can set the file size to a minimum of 1 KB and maximum of 512000 KB (500 MB), in limited bandwidth section.

To activate the Limited Bandwidth:

Select the Limited Bandwidth, specify the file size (KB) in the File Size text box and then click the Apply button.This limits restricting transfer of files, test reports, software more than the specified file size.

To deactivate the Limited Bandwidth:

Clear the Limited BandwidthThis allows you to transfer all size files (maximum up to 500 MB).

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Configuring Platform Location

The location of the Platform is automatically detected by the external GPS device connected with the Platform (if available). The GPS device obtains the latitude and longitude information and displays the coordinates on the Platform Info page. The location information, automatically detected or manually entered is updated to the EXFO Connect Server.

You can configure the location manually, if your Platform does not have a GPS device or the GPS location is not automatically detected.

The Manual location configuration section is activated, only if the GPS location is not available. The Location fields also remain deactivated, if the EXFO Connect Client is not connected to the EXFO Connect Server.

To configure the Platform location manually:

1 On Configuration page > Location section, select the required location from the drop-down fields and click the Apply button.

2 Click the Remember the Location check box, if required.If selected, the location remains unchanged unless the GPS device automatically detects the location or you change the location manually.

Note:

• For US and Canada all fields are mandatory.• For other countries, City field is mandatory.• Click the Apply button to update the entered location and remembering

the location selection.


• If you have selected the option to remember the location, this location will be retained unless you clear the Remember the Location check box and click the Apply button.

, C o n f i g u r a t i o n 19M a n u a l S y n c h r o n i z a t i o n

Manual Synchronization

EXFO Connect Client synchronizes automatically with the EXFO Connect Server, whenever it connects to the EXFO Connect Server. The pending files assigned to transfer, test upload, licenses download, software download, option assign/release, location update, etc. starts at the time of automatic synchronization.

The EXFO Connect Client also synchronizes automatically with the EXFO Connect Server at specific interval.

However, you can synchronize the EXFO Connect Client to the EXFO Connect Server manually with the Synchronize button.

Note: The postponed software-installation by the Operator will not be started at manual or automatic synchronization and prompts to install after four hours from postponement.

How to manually synchronize the EXFO Connect Client with the EXFO Connect Server

To manually synchronize the EXFO Connect Client with the EXFO Connect Server:

Click the Synchronize button.The Synchronize icon changes to orange.

- indicates synchronization is in progress.

- indicates synchronization is successfully completed.

The Status bar is updated with the synchronization date and time, after successful synchronization.


Note:

• The Synchronization button is inactive if:• The EXFO Connect Client is disconnected from the EXFO Connect

Server.• The EXFO Connect Client’s initial automatic synchronization is not

completed with the EXFO Connect Server, while EXFO Connect Client restarts.

• The automatic or manual synchronization is in progress.• The Floating Option assignment or release is in progress.

• The synchronization button will be active, if the FTB-Care license is expired, however, the FTB-Care license dependent activities will not be processed. For example, downloading the software, test data upload, etc. For more information, refer “License Dependent Activities” on page 87.

C H A P T E R 3

MAIN FEATURES

This topic provides the detailed information of the EXFO Connect Client’s main features. For more information on configuration details refer “Configuration” on page 9.

In this chapter This chapter contains the following section:

Section Page

File Transfer 22

Logs 31

Option Manager 32

Platform Information 38

Software Download 40

Test Data Upload 44

Remote Access 51

22 EXFO Connect Client User GuideC h a p t e r 3 , M a i n F e a t u r e s

File Transfer

The File Transfer menu allows you to upload files from the Platform to the EXFO Connect Server as well as download files from the EXFO Connect Server to the Platform. You can view the history of the Files Uploaded and Downloaded in separate sections.

For transferring files in Contractor Mode, refer “File Transfer in Contractor Mode” on page 59.

Note:

• The size of the file to be transferred (upload or download) should be minimum of 1KB and maximum of 512000 KB (500 MB).

• The files larger than the specified size in the Limited Bandwidth setting cannot be transferred (upload and download). For more information, refer “Configuring Limited Bandwidth” on page 15.

To perform file transfer, the File Transfer page has the following tabs:

• Current Uploads: Displays information about the files that are being uploaded to the EXFO Connect Server.

• Upload History: Displays information about the files attempted for upload to the EXFO Connect Server. Both the successful and failed file upload details and reasons for failure are listed here.

• Current Downloads: Displays information about the files that are being downloaded from the EXFO Connect Server.

• Download History: Displays information about the files attempted for download from the EXFO Connect Server. Both the successful and failed file download details and reasons for failure are listed here.

C h a p t e r 3 , M a i n F e a t u r e s 23F i l e T r a n s f e r

How to upload a file on the EXFO Connect Server

To upload a file on the EXFO Connect Server:

1 Click the File Transfer menu and select the Current Uploads tab.This opens the Current Uploads page.

2 In Current Upload page, click the icon associated with the File field to browse and select the file to be uploaded. The selected file path is displayed in the File field.

3 Type a description for the file upload in the Description field. For example: The purpose for uploading the file.

4 Click the icon associated with the Destination Folder field. This field is mandatory.This opens the EXFO Connect Server’s folder dialog box.

Note: By default, the destination folder is Root folder.

a Click icon of Root folder to expand and view the sub-folders.b Select the required destination folder and click OK.

The selected destination folder path is displayed in the Destination Folder field.

Note: You can view the Folders of the Platform’s Business Unit and Corporate Business Unit.

5 Click icon to upload the file.The upload starts and the uploaded file is listed in the Current Uploads section.For information on Overwrite the existing file, refer “How to overwrite the existing files” on page 25.


Note:

• Click the icon to clear the File, Description and Destination Folder fields, if required.

• The Current Uploads section displays the list of files to be uploaded. Once the file upload completes, the file is removed from the list and the next pending file in the queue starts uploading.

• The details of the successful or failed status is displayed in the Upload History page. For more information, refer “How to view the history of file uploads” on page 26.

The Current Upload section displays the following information about each file requested for upload:

• File Name – Displays the name of the file being uploaded.• Destination Folder – Displays the EXFO Connect Server folder

path, to which the file is uploaded.• File Size (KB) – Displays the current uploading file size.• % Complete – Displays the file uploading progress in percentage. • Status – Displays the status of uploading file.

In Progress – File is being uploaded to the EXFO Connect Server.Pending – File is waiting for upload to the EXFO Connect Server.Failed – If file fails to upload for first and second attempt to the EXFO Connect Server. Path – Displays the path of the uploading file.

Note:

• The files with pending status are attempted to upload for each synchronization. If required, you can manually remove the pending files from the Current Uploads list.

• If a file fails to upload after three attempts, then it is automatically removed from uploading list, or you can manually remove the failed files at first attempt failure or second attempts failure.

• The reason for file upload failure is displayed in the Upload History page. For more information, refer “How to view the history of file uploads” on page 26.


How to overwrite the existing files

You can overwrite the existing file uploaded by you on the EXFO Connect Server instead of creating a new file with the updated content, if necessary.

Note:

• The file fails to upload, if the file already exists on the specified Folder. • The Files uploaded only by you are available to overwrite.• The EXFO Connect Server Users (System Administrator, Business

Unit Administrator, User) can modify the uploaded files through the EXFO Connect Server.

• You cannot overwrite the files modified by the EXFO Connect Server Users, thus these files fail to overwrite while uploading with an error message.

• To overwrite the existing files on the EXFO Connect Server:Select the Overwrite check box before uploading the selected file(s).

To know the procedure to upload the file(s), refer “How to upload a file on the EXFO Connect Server” on page 23.


How to Remove the upload pending or failed files

You can remove the files with pending or failed status from the Current Upload list.

To remove the pending and failed files from uploading list:

Select the pending or failed file check box and then click the Remove button.

Note:

• To remove all pending and failed files, click the Select all button and then click the Remove button. You can view the Unselect all button, while you click on Select all button. You can revert the selection by clicking the Unselect all button.

• The files with In Progress status cannot be removed from the Current Upload list.

How to view the history of file uploads

The Upload History tab displays the history of the Successful or Failed file uploads. The Upload History page displays the following information about the upload history:

• File Name – Displays the name of the file attempted for upload.• Timestamp – Displays the time when the file was uploaded.• Destination Folder – Displays the folder path on the EXFO Connect

Server to which the file was attempted for upload.• Status – Displays the uploaded file status as Successful or Failed.• Error – Displays the reasons for the failed uploads.

Click Clear Log button to clear the history log information.


How to download a file from the server

The Current Downloads tab allows you to download the files from the EXFO Connect Server to the Platform.

To download file from the EXFO Connect Server:

1 In the Manual File Download section of the Current Downloads page, click the icon associated with the In field. This displays the EXFO Connect Server’s folder dialog box.

a In this dialog box, click icon of Root folder to expand and view the sub-folders.

b Select the required folder and click OK.The selected folder path is displayed in the In field.

Note: You can view the folders from Platform’s Business Unit and Corporate Business Unit.


The Folder Structure that appears in File Download dialog box is as shown in following image:

Note: To search the file including subfolders, select the Search in subfolders check box on the EXFO Connect Server’s folder dialog box.

2 In the File field type the file name or file extension, for example: Test, olts, txt, trc, etc.

3 Click icon to search the file.The files related to the entered text are listed in the list box.

Note: Click the icon to clear the File, Folder fields and searched files, if required.

4 Select the required File Name check box to download the required file and then click the icon.This starts the file download and file is listed in the Current Downloads section.

The Current Downloads section displays the list of files, which are downloaded manually by the Operator through the EXFO Connect Client. The Current Downloads section, also displays the list of files that are transferred by the EXFO Connect Server User from the EXFO Connect Server.

The status, size, and path of the downloading files are shown in Current Downloads section.


Note:

• The System Administrator or Business Unit Administrator on the EXFO Connect Server has an option to specify a download folder on the EXFO Connect Client, the files are downloaded to this location. You can check the path of the downloaded file from the logs and download history.

• If the folder specified by the EXFO Connect Server User does not exist on the EXFO Connect Client, the folders are created automatically on the EXFO Connect Client.

• If the path mentioned by the EXFO Connect Server User is invalid (for example incorrect drive or incorrect syntax) these files are downloaded to the following default download folder. • For FTB-1, FTB-200v2, FTB-500 and IQS-600 – D:\Downloads• For FTB-150 and FTB-200v1 – \Application Data\EXFO\ECC\

FileDownload Once the download is completed, the file-listings is removed from the Current Download section automatically.

The details of the status is displayed in the Download History page. For more information, refer “How to view the history of file download” on page 30.

The following details are displayed in the Current Downloads section:

• File Name – Displays the name of the file being downloaded.• File Size (KB) – Displays the file size.• % Complete – Displays the file download progress in percentage.• Status – Displays the status of the file download.

In Progress – File is being downloaded from the EXFO Connect Server. Pending – File is waiting for download from the EXFO Connect Server. Failed – If file fails to download for first attempt and second attempt to the EXFO Connect Server.

• Path – Displays the path of the file downloading on the Platform.

Note:

• The pending files are attempted to download at each synchronization. These files can be manually removed from the current download list.

• If a file fails to download after three attempts, then it is automatically removed from the downloading list, or you can manually remove the failed files from the current downloads list at first attempt failure or second attempt failure.


How to set the folder to manual download

The folder selection is applicable for manual file download only.

Note:

• The files downloaded manually by the Operator are stored in the folder specified by the Operator, if changed.

To assign a different folder to download the files manually:

5 Click icon associated with the Download To field to select the required location to download the file.An alert appears, if you are changing the manual file download folder, informing you that files downloaded manually and files download automatically have different folders. Select the check box, if you do not want to display this message again and then click OK to proceed.This opens the Browse for Folder dialog box.

6 In Browse for Folder dialog box, select the location or make a new folder and then click OK.This displays the path of selected folder in the Download To field.

How to remove download pending and failed files

You can remove the pending and failed files from the Current Downloads list.

To remove the pending or failed file:

Select the pending or failed file check box and then click the Cancel button.

Note: The files with the In Progress status cannot be cancelled and removed from the Current Downloads list.

How to view the history of file download

The Download History tab displays information about the files downloaded. The following details are displayed for successful and failed downloads:

• File Name – Displays the name of the file attempted for download.• Timestamp – Displays the time when the file download was

attempted.• Status – Displays the downloaded file status as Success or Failure.• Path – Folder path on Platform where the file is downloaded.• Error – Displays the error in case of failed downloads.

Click Clear Log button to clear the download log information history.

C h a p t e r 3 , M a i n F e a t u r e s 31Logs

Logs

The Logs page displays the activities of the Platform with the EXFO Connect Server. It also lists important Platform activities related to the EXFO Connect Client, for example: uploads, downloads or connectivity with the EXFO Connect Server, GPS location detected or failed, synchronization with the EXFO Connect Server, etc.

To view logs of activities in Contractor Mode, refer “Logs of Platform in Contractor Mode” on page 64.

How to view Logs page

To view details of all the activities, click the Logs on the main Menu.

The Logs page displays the last one hundred activities, for example:

• Time Stamp – Date and time of the activity.• Description – The Logs page displays the activity messages. For

example:• Destination unavailable – Indicates EXFO Connect Server is not

reachable from the platform.• Registration confirmed – Indicates the platform is successfully

registered on the EXFO Connect Server.• Failed to detect GPS coordinates – Indicates the GPS device fails to

fetch the latitude-longitude information.• FTB-Care downloaded – FTB-Care license is downloaded to the

Platform.• Platform is currently disabled for remote control on the EXFO

Connect Server.• Configuration File fails to Upload.• The Platform is connected in Contractor Mode.• Activation of Contractor Mode.• Deactivation of Contractor Mode.• Successful loading of config file.• Change in Business Unit is applied.


Option Manager

Note:

• This feature is only available for FTB-1 and FTB-200v2 Platforms.• The Floating Options assignment/release is not processed when the

Platform is set in Contractor Mode.The Option Manager allows to assign or release the Floating Options on the Module installed on a Platform. The Floating Options can be set through the EXFO Connect Client as well as EXFO Connect Server.

The Option Manager also provides information of active and inactive Platform Options, available on the Platform.

While assigning a Floating Option, it is mandatory to specify the expiry date or select the default expiry date option. This date suggests that the Floating Option is expected to be released from the module.

The Floating Option is released when the expected Floating Option expiry date is reached (specified by the EXFO Connect Client Operator or the EXFO Connect Server User).

Note:

• The Platform with Module must be connected to the EXFO Connect Server through the EXFO Connect Client to verify the expiry date and to release the Floating Option.

• If required, you can release the Floating Option before the specified expiry date.

• Confirm the expiry date before performing any test. If the test needs more time then specified expiry date, release and re-assign the required Floating Option with future expiry date before proceeding the test. To know the expiry date of the Floating Option, go to Option Manager > Module Options and then click the Assigned Floating Option ( ).

How to view the Platform Options

To view the Platform Options installed on your Platform:

1 Click the Option Manager on the main Menu.This displays the Option Manager page.

2 Click the Platform Options tab.This lists all the Platform Options available on the Platform.

The icon in Status column refers:

- indicates, Option is available on the Platform, however inactive.

- indicates, Option is active on the Platform.

The Name column displays the name of the Platform Option and the Description column displays the description of the Option respectively.

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The list is available, only if the Platform has valid FTB-Care and TEM licenses.

• The Floating Option available count is updated for following occurrences:• The EXFO Connect Client starts.• The EXFO Connect Client is synchronized (either automatically or

synchronized manually) with the EXFO Connect Server.• The new FTB-Care license is installed.• The Floating Option (assign/release) request is completed.• The software upgrade/update auto-installation is successfully

completed.• Business Unit of the Platform is changed.• Module mounted on the Platform is changed.

How to assign a Floating Option to Module

To assign the Floating Option:

1 Click the Option Manager on the main Menu.This displays the Option Manager page.

2 Click the Module Options tab.This lists all available Options (Static and Floating), installed or not installed on a Module.

3 Select the Module Name from Module drop-down box in a Module Option section.The Option list is updated with the Static Options and available Floating Option for the selected Module.

Note:

• The Option list is updated at every EXFO Connect Client - EXFO Connect Server automatic or manual synchronization.

• The Assign/Release button is inactive, if the automatic or manual synchronization is in progress.


The icon in status column refers:

- indicates, Option is available on a Module, but not installed.

- indicates, Option is installed on a Module.

The type of Option is displayed in the Type column as:

Type Floating - Floating Option

Type Static - Static Option

4 Select the required Floating Option and click the Assign button.A dialog box appears to set the expiry date.

5 Set the expiry date from the Set Expiry Date drop-down box or select the Apply Default Period check box and then click the OK button.

Note:

• The expiry date must be only current or future date.• The default number of days is specified from the EXFO Connect

Server.


After successful installation of the Floating Option:

• You will receive an alert that Floating Option is successfully installed. For other notifications and reasons, refer “Floating Option - Alerts” on page 82

• The Available Count decrements. • The Status of the Floating Option assigned is changed from

changes to .

Note: The number of Floating Options available for assignment is displayed as Available Count.

Note:

• Only the Floating Options can be assigned and released. Contact EXFO Support, if you need Static Options for your Module.

• The Options installed as Static cannot be re-assigned as Floating.The Options assigned as Floating must be released before assigning them as Static.

• The FC-ALLRATES-FLT, FC1X-FC2X-FLT,10GigE-FLT are Group-Floating Option for a particular Module. • Instead of installing the individual Floating Options, you can install

the group of Floating Option, if required. • If any Floating Option in this group fails to install, the entire Group

- Floating Option also fails. • The Operator will not be able to assign the Group - Floating Option,

if one of the member from this group is already installed on the Module.


Or, the Operator will not be able to assign the Floating Option, if you are assigning a Floating Option of the already installed Group - Floating Option.

• The Operator will not be able to assign the Floating Option, if the FTB-Care or TEM license is expired.

How to release a Floating Option from Module

To release the Floating Option:

1 Click the Option Manager on the main Menu.

This lists the Options that are installed or not installed on a Module.

Once the EXFO Connect Client connects to the EXFO Connect Server, the Option list is updated with assigned Static Options and available Floating Option for a Module.

The icon in Status column refers:

- indicates, Option is available on a Module, but not installed.

- indicates, Option is installed on a Module and can be released for Floating Option type.

The type of Option is displayed in the Type column as:

Type Floating - Floating Option

Type Static - Static Option

2 Select the installed Floating Option to be released and click the Release button.

Note: To know the expiry date of the assigned Floating Option, select the assigned Floating Option. The Floating Option expiry date appears next to the Release button.If the Expiry Date is not available, it will show NA (Not Available).


After releasing the Floating Option successfully:

• The Status changes to• For more information on Floating Option alerts and confirmations,

“Floating Option - Alerts” on page 82.

Note:

• The Operator will not be able to release the Floating Option, if the FTB-Care or TEM license is expired.

• The Release button is inactive, if the automatic or manual synchronization is in progress.

• Contact EXFO representative to know the details of the Floating Options for Modules and supported software options.


Platform Information

The Platform Information page displays the following information:

General Information

The General Information tab displays generic information about the Platform.

• Type – The type of a Platform.• Serial Number – The Platform serial number.• Name – The Platform name as configured on the EXFO Connect

Server.• Alias – Displays the Alias name as configured on the EXFO Connect

Server.• Current Operator – The current Operator set on the Configuration

page.• Owner – The name of the Platform owner as configured on EXFO

Connect Server.• FTB Care Expiry Date – Displays the expiry date of FTB-Care license.• TDM Expiry Date – Displays the expiry date of TDM license.• TEM Expiry Date – Displays the expiry date of TEM license.• Location - Displays the GPS Coordinates (Latitude & Longitude), if

GPS location of Platform is automatically detected, or it will display the manual configured city, state and country.• The indicates the location information is available. (either

automatically detected by GPS device or manually entered)

C h a p t e r 3 , M a i n F e a t u r e s 39P l a t f o r m I n f o r m a t i o n

• The -- indicates the location information is not available (GPS coordinates are not available nor manually entered).

• Business Unit – Displays the Platform’s Business Unit.• Contractor Mode – Displays the status enabled if the Platform is set to

Contractor Mode.Applications:

The Applications tab displays name and version number of the applications installed on the Platform.

Note: The Current Baseline (ToolBox or IQS Manager) is displayed above the applications list.

• Application Name – The name of the application.• Version – The version number of the application.Modules:

The details of the Modules currently installed on the Platform are displayed on Modules page as:

• Model – Model name of the Module.

• Name – The name of the Module installed on the Platform.

• Serial Number – Displays the unique serial number of the Module mounted on the Platform.

To view Platform Information in Contractor Mode, refer “Platform Information in Contractor Mode” on page 60.


Software Download

The Software Download page displays the information related to Platform application downloaded from the EXFO Connect Server.

The software download is deactivated when the Platform is set to the Contractor Mode.

The software downloaded from the EXFO Connect Server can be assigned to manual installation. as well as automatic installation. You can even set the Maintenance Mode through Configuration menu, to automatically install all the software assigned for auto-installation. For more information on configuring Maintenance Mode, refer “Configuring Maintenance Mode” on page 14.

The software assigned from the EXFO Connect Server may fail to download, if you have configured Limited Bandwidth setting. For more information refer ““Configuring Limited Bandwidth” on page 15.

For more information on software notifications, refer “Software Download Notification - Operator Actions” on page 75.

and for more information on software alerts, refer “Alerts” on page 77.

Note: The Software Download will not be available for the Platforms set in Contractor Mode.

C h a p t e r 3 , M a i n F e a t u r e s 41S o f t w a r e D o w n l o a d

How to view Software Download page

To view Software Download page, click Software Download on main Menu.

Current:

Displays information about the downloads currently in progress.

• File Name – The name of the software that is downloaded.• Type – Displays the software type Product Pack/Service Pack.• File Size (MB) – Displays the file size.• Start Time – The time when the download has started.• % Complete – This displays the download progress in percentage.• Status – The status of the download.

In Progress – Download in progress.Success – Download is completed successfully.Failure – Download failed.

Note: The Software Download Path displays the path of downloaded software. Click the path to open the folder containing the downloaded software. Click the icon, associated with the Software Download Path to copy the folder path to clipboard and paste as required.

The details of the software download successful, failed, not complete is displayed in the History tab.

History:

Displays information about the finished downloads.

• File Name – The name of the Platform application.• Timestamp – Time when the download was completed.


• Status – The status of the download action.• Type – Displays the type of the software downloaded. (Product

Pack/Service Pack, Other Software)• Error – Reasons for error occurred (if any), during the download.

Note:

• Click the Clear Log button to clear the software download log.• The Software Download Path displays the path of downloaded

software. Click the path to open the folder containing the downloaded software. Click the icon, associated with the Software Download Path to copy the folder path to clipboard and paste as required.

Settings:

Allows you to configure the software downloaded folder. The software downloaded from the EXFO Connect Server are downloaded in the default folder or manually set download folder.

• Current Download Folder – Displays the folder path that is currently configured for download.

• Download Folder – Allows the Operator to configure the download folder path, a folder where all downloads from the EXFO Connect Server are stored. Click the button and select the folder.This sets the folder to store the downloaded software.

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Note:

• The Reset To Default button resets the configured folder to a default folder.

• The software can be assigned to auto-install from the EXFO Connect Server. For more information on Auto-install notifications, refer “Auto-Installation - Notifications” on page 75 and for alerts, refer “Auto-Installation - Alerts” on page 78.


Test Data Upload

The Test Data Upload page displays the status of the test data files that are currently being uploaded from the platform. You can choose to upload files in manual or automatic mode to the EXFO Connect Server. The Test Data Upload page allows the Operator to set the upload mode and the folder location from where the files are uploaded.

The Test Data Upload page displays the following information about the test data upload transactions.

To upload the Test Data (report) in Contractor Mode, refer “Uploading Test Data in Contractor Mode” on page 61.

How to view Test Data Upload

To view the test data, click Test Data Upload from the main Menu.

Current:

Displays information about the test files that are currently being uploaded. The following fields are shown for current uploads:

• File Name – Displays the file name of the test data currently that is uploaded.

• Type – Displays the type of the test data uploaded. For example: OTDR, Ping.

• File Size (MB) – Displays the file size.• % Complete - Displays the uploading file progress in percentage.• Status – Displays the status of file upload.

C h a p t e r 3 , M a i n F e a t u r e s 45T e s t D a t a U p l o a d

• In Progress – Upload operation has started. • Pending – File is in waiting status to start the upload.

The successful or failed uploaded test files are removed from the Current Uploads section and displayed in the History tab.

History:

Displays the history about the finished uploads (Successful and Failed). The following fields are shown for the History tab:

• File Name – Displays the file name of the test data that is uploaded.• Type – Displays the type of the test data uploaded. Example: OTDR,

Ping Report.• Timestamp – Displays the date and time when the file is uploaded.• Status – Displays the status of file upload as Successful or Failure.• Error – Displays the reason for failed uploads.

Note: Click Clear Log button to clear the history log information.

Settings:

Allows you to configure the upload mode (automatic or manual) and the folder for automatic test data uploads.

• Manual – In Manual mode, the Operator has to manually select the files for upload.

• Automatic – In Automatic mode, test files are automatically uploaded once the EXFO Connect Client connects to the EXFO Connect Server.


• Current Upload Folder – Displays the current folder path from where the test data is uploaded.

• Upload Folder – Allows you to change the upload folder path. • Reset To Default – Sets the default path for Upload folder.

Note:

• The Reset To Default button sets the default path for download folder.• You need to manually upload the test data files for the Platform in

Contractor Mode. Automatic test data upload is not available for Contractor Platforms.

Uploading Test Data in Manual Mode

This section explains, how to upload the test data using the Manual mode.

In Manual mode, you can perform following activities:

• You can choose the files that need to be uploaded.• You can update the job information for the files being uploaded. The

job information updating can be only applied to the test data with upload status as Pending.

Note: You can only edit a single file at a time.

• You can also remove the test data files that are not yet uploaded and appears as Pending status.

How to upload test data manually to the EXFO Connect Server

This section explains, how to upload the test data in manual mode. The manual mode gives you control to decide which files to upload. You can select the files to be uploaded from the existing file list on the Current tab window, or you can specify the non-listed files to be uploaded.

To upload test data manually to the EXFO Connect Server:

1 Click Test Data Upload on the main Menu.

2 For uploading files manually, select the Manual option from the Settings tab.

a To upload listed test data, click Current tab on Test Data Upload page and then select the check box associated with the test-file to be uploaded from Current Uploads section and click the Upload button.

C h a p t e r 3 , M a i n F e a t u r e s 47U p l o a d i n g T e s t D a t a i n M a n u a l M o d e

Note: You can edit the Job information before uploading a file, as explained in section “How to edit Job Information of Test Data” on page 50

b To upload non-listed test data, select Current tab and then click the Browse button from Current Uploads section and select the files to be uploaded. The file appears in the Current Uploads section. To upload these test data, follow step a on page 46.

In case of successful upload, the corresponding file names are displayed on the Logs page of the Logs menu and History page of the Test Data Upload page.


How to remove listed test data file

To remove the listed test data file:


2 Click Settings tab and select the Manual option.

3 Click Current tab on Test Data Upload page and then select the check box associated with the test-file.

4 Click Remove button.The file is removed from Current Upload section.

Note: You will not be able to upload the removed test data file.

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How to change Upload Path for Automatic Test Upload

To change the Upload path for automatic test upload:

1 Click the Test Data Upload on the main Menu. This displays the Test Data Upload page.

2 Click Settings tab.

3 Click icon, select the path from where you want to upload files.

4 Click OK button.

Uploading Test Data in Automatic Mode

This section explains to upload test data using the Automatic mode.

How to upload the test data automatically to the EXFO Connect Server

To upload test data automatically to the EXFO Connect Server:


2 Click Settings tab and select the Automatic option. Each file is automatically uploaded from the Current tab to the EXFO Connect Server.

On successful upload, the files are displayed in the History page and Logs page.

In case of test-file upload failure, an entry is displayed in the Logs page. After multiple attempts of uploads, an entry indicating the upload status is displayed in the History page and Logs page.

Note: In Automatic mode you cannot edit or remove the test files listed on the Current page.


How to edit Job Information of Test Data

You can edit the job information for the test data that you are uploading manually.

If necessary, you can edit the job information before uploading the Test Data file.

To edit the job information:

Click the Current tab, select a file to be edited, and click Edit button. The Job Information Overwrite window appears which allows you to change the following information:

• Customer – Displays the name of the customer.• Contractor – Displays the name of the contractor.• Comments – Allows you to type comments.• Operator – Displays the name of the Operator who executed the

test.• Apply – Applies the changes made to the field information.

Note: The information modified is not updated, if you do not click the Apply check box, relevant to each individual field.

• OK – After selecting Apply check box, click OK button to update the changes.

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Remote Access

The EXFO Connect Server user can access the Platform remotely and perform all the activities of a logged Operator. For example, performing a test and uploading a test report, manual software installation, etc.

The Platform Operator can view the remote access activities on the Platform screen.

The Operator can perform activities, while the Platform is remotely connected. The EXFO Connect Server user accessing Platform remotely can monitor Operator’s activities, and even can perform remotely all the activities with the same privilege of logged-in Operator.

Whenever the EXFO Connect Server user access the Platform remotely through the EXFO Connect Server, the EXFOConnectRemoteControl application starts automatically and the screen-sharing message appears on the Platform screen.

The icon appears on the status bar, if the Platform is accessed remotely.

Note:

• The Platform activities performed remotely are accounted in logged Operator’s name. For example, the test upload from Platform remotely will display the name of the Operator logged on the Platform in the test uploaded data.

• The Internet connection must be available and the EXFO Connect Client must be running to access the Platform remotely.

• Do not close the EXFOConnectRemoteControl application as this will close the remote access session.


C H A P T E R 4

CONTRACTOR MODE

This topic provides detailed information for Platforms set to operate in Contractor Mode and the actions that a Contractor’s Operator can perform. To operate in Contractor Mode, a platform must be registered as a Contractor Platform on the EXFO Connect Server, and must have a valid contractor license assigned to it in the Contractor Platform list.

In this chapter This chapter contains the following section:

Section Page

Configuring Contractor Mode 54

File Transfer in Contractor Mode 59

Platform Information in Contractor Mode 60

Uploading Test Data in Contractor Mode 61

Selecting Business Unit in Contractor Mode 63

Logs of Platform in Contractor Mode 64

Broadcast Message-Notifications in Contractor Mode 64

Platform Remote Access in Contractor Mode 64

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Configuring Contractor Mode

The Contractors are hired to perform the test and upload the test report to the EXFO Connect Server. The Contractors may have there own Operators to perform the test.

In Contractor Mode, the following features of the EXFO Connect Client are deactivated:

• Test Data Upload – Automatic Test Upload is deactivated in Contractor Mode. A Contractor needs to manually upload the Test Data to the required Business Unit.

• Software Download – Software download is deactivated in Contractor Mode.

• Maintenance Mode –The EXFO Connect Client cannot be set in Maintenance Mode.

• Limited Bandwidth – Limited Bandwidth is deactivated, however you can transfer file sizes between 1KB to 500 MB (512000 KB).

• Option Manager – Floating Option management is not allowed for Contractor Platforms.

• Logs – Displays logs of the Platform activities.(will change the figure below, once the feature is developed)

Note:

• The EXFO Connect Client must be disconnected from the EXFO Connect Server to activate or deactivate the Platform in Contractor Mode.

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• The FTB-Care, TDM and TEM license is exempted, if the Platform is configured to Contractor Mode through the EXFO Connect Client.

To configure the Platform to Contractor Mode:

1 Click the Configuration menu.

2 Select the Contractor Mode (CM) on the Configuration page.

Following changes occur on a Configuration page, when the Contractor Mode (CM) check box is selected.

• The Maintenance Mode and Limited Bandwidth are deactivated.• The EXFO Connect Server, Address, Security Code fields are

deactivated.• The Customer, Contractor, and Business Unit fields appear in the

Server Configuration section. The Customer, Contractor and Business Unit fields are deactivated and cannot be configured manually.

• Browse icon is activated.3 Click the browse icon and select the valid CM Config file provided

to you.


Once the valid CM Config file is selected, the EXFO Connect Client verifies the CM Config file and fetches the EXFO Connect Server Address, Security Code, Customer, Contractor information from the CM Config file.

If the CM Config file is not valid, the EXFO Connect Client fails to load the selected CM Config file and displays an error message.

Note: If you do not have a CM Config file or CM file provided to you fails to load, contact your EXFO Connect Customer Administrator.

4 Select the Connect check box to connect the EXFO Connect Client to the EXFO Connect Server. After successful connection and synchronization, The Operator name list on Configuration page resets and the Operator Name drop-down box changes to text box.

5 Type the Operator name in the Operator Name text box, if required and click the Apply button.

6 Select the required Business Unit from the Business Unit drop-down list and click the Change button to connect the Platform to selected Business Unit.

Note:

• By default, the Corporate Business Unit is selected if the Contractor does not select the Business Unit.

After connecting and synchronizing the EXFO Connect Client with the EXFO Connect Server, the Platform Info page displays the Contractor Mode status enabled. For more information, refer “Platform Information in Contractor Mode” on page 60.

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For information about transferring the files to the EXFO Connect Server when the Platform is in Contractor Mode, refer “File Transfer in Contractor Mode” on page 59.

For information about uploading the test report to the EXFO Connect Server when the Platform is in Contractor Mode, refer “Uploading Test Data in Contractor Mode” on page 61.


File Transfer in Contractor Mode

The files uploaded by the Operator in Contractor Mode are uploaded to the specific Contractor’s folder on the EXFO Connect Server. For example: Root\Contractors\ContractorNameSub-folder\

To upload the files to the EXFO Connect Server from the EXFO Connect Client, refer “How to upload a file on the EXFO Connect Server” on page 23.

The files, which are available only in the Contractor’s folder on the EXFO Connect Server can be downloaded manually to the EXFO Connect Client.

To download the files to the EXFO Connect Client from the EXFO Connect Server, refer “How to download a file from the server” on page 27.

Note:

• The file size limit in Limited Bandwidth is deactivated in Contractor Mode.

• The size of the file to be transferred (upload or download) should be minimum of 1KB and maximum of 512000 KB (500 MB).

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Platform Information in Contractor Mode

To view the Platform information in Contractor Mode:

When the Contractor is configured and the Platform is activated in Contractor Mode.

Click the Platform Info on the main Menu.

• The Owner, FTB-Care, TDM and TEM expiry date is not available.• Business Unit – Name of the Business Unit, which the Contractor

Operator configures on the Configuration page.• Contractor Mode – Status is Enabled.

For more information on Configuring Platform in Contractor Mode, refer “Configuring Contractor Mode” on page 54.

• Current Operator – By default, the Unknown Operator appears if the Contractor does not enter the Operator’s Name on the Configuration page.


Uploading Test Data in Contractor Mode

The Test Data of the test performed by the Contractor’s Operator needs to be uploaded to the specific Business Unit. The Contractor needs to specify the Business Unit on the Configuration page. For more information on Configuring the Contractor Mode, refer “Configuring Contractor Mode” on page 54.

The automatic Test Upload is deactivated and contractor needs to manually upload the files to the required Business Unit.

To upload the test data in contractor mode:

1 Follow steps mentioned in “How to upload test data manually to the EXFO Connect Server” on page 46. An alert to confirm the test upload to specified Business Unit appears.

2 Click the OK button to upload the Test Data after verifying the correct Business Unit or click Cancel, if the Business Unit you are uploading the file is not correct.

If you select the Do not show this message again option that appears on the alert, this alert will not appear and all further Test Data files are uploaded to the specified Business Unit.

The Do not show this message again selection is remembered for current session of the EXFO Connect Client, only.

Note: We recommend, disconnect and reconnect EXFO Connect Client from EXFO Connect Server, once you complete uploading all the test data (reports) to specific Business Unit.

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How to edit Job Information of Test Data

If necessary, you can edit the job information before uploading the Test Data file.

To edit the job information, refer “How to edit Job Information of Test Data” on page 50.


Selecting Business Unit in Contractor Mode

To select the Business Unit in Contractor Mode:

Go to Configuration > Server Configuration section > select the Business Unit from the Business Unit drop-down box and click the Change button.

Note: Confirm the specified Business Unit before uploading the test data. To confirm the Platform is connected to the specified Business Unit, click the Platform Info menu, and verify Business Unit parameter on the Platform Info page.

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Other Functionalities in Contractor Mode

This topic includes other functionalities of the EXFO Connect Client when the Platform is in Contractor Mode.

Logs of Platform in Contractor Mode

All activities of the Platform in Contractor Mode are also logged in the logs.

For more information on logs, refer “Logs” on page 31.

Broadcast Message-Notifications in Contractor Mode

The Platforms with the Contractor Mode receives the broadcast messages, if the Contractor’s Platform is configured for file sharing and message is sent from the EXFO Connect Server.

For more information on the Broadcast Messages, refer “Broadcast Messages” on page 69.

Platform Remote Access in Contractor Mode

The Platforms in Contractor Mode can be accessed remotely from the EXFO Connect Server, if required.

For more information on Remote Access, refer “Remote Access” on page 51.

C H A P T E R 5

PLATFORM TRANSFERS TOOTHER BUSINESS UNIT


Transferring Platform to other Business Unit

By default, the existing Platforms belong to the default Business Unit. The default Business Unit is referred as Corporate Business Unit.

The Operators of other Business Unit have access to the Corporate Business Unit along with their own Business Unit.The file sharing, test data’s, etc. can be shared with Corporate Business Unit.

An EXFO Connect Server’s System Administrator, transfers the Platforms to a specific Business Unit as per the requirement. Other Business Unit Administrators can also transfer the Platforms from Corporate Business Unit to own Business Unit, as per requirement.

For more information on System Administrators, Business Unit Administrators, User, Business Units refer the OnlineHelp of the EXFO Connect Server.

Section Page

Transferring Platform to other Business Unit 64

Impact on Functionalities 67

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Note:

• The Platform or Module or both together can be transferred to other Business Unit.

• The Platform cannot be transferred to other Business Unit, if the Platform is in Contractor Mode. For more information on Contractors, refer “Contractor Mode” on page 53.

When Business Unit Administrator or System Administrator on the EXFO Connect Server transfers the Platform from a Business Unit to other Business Unit an alert appears to notify the Platform Operator about Business Unit change.

To confirm the change in Platform’s Business Unit:

Click OK button on the Business Unit change alert message.

Note: The Platform transferred to other Business Unit is processed automatically at background, this message informs you about the Platform transfer.

The changed Platform’s Business Unit, appears on the Platform Info page when the EXFO Connect Client connects and successfully synchronizes with the EXFO Connect Server.

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To know the Business Unit of the Platform, go to Platform Info > General Information.

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Impact on Functionalities

The table below shows the impact on various functionalities of the EXFO Connect Client, when the Platform is transferred to other Business Unit.

Functionality Impact on Functionality

Transferring Files All transferring files are aborted.The list of transferring files are cleared. The Root folder on the EXFO Connect Server displays updated Business Unit’s folders and Corporate Business Unit folder.

Software Download All pending software assigned to download/auto-install are aborted. The software assigned for download or auto-installation, which are downloaded yet not installed are deleted. This also clears the list of software downloads, however, the history of software download (failed/successful) is maintained in History option.Note: The software-installations, which are in progress are not aborted.

Test Upload The test data upload in progress fails and the pending test data upload-ing files are transferred to updated Business Unit.

Operator List The Operator list is reset and transferred Business Unit’s Operator list is updated. Select the Operator Name on Configuration Page when Platform is transferred successfully to other Business Unit.

Platform Info The changed Business Unit and updated Operator name appears on the Platform Info page. Note: If the Platform Operator name is not selected, the Operator Name on the Platform Info page appears as Unknown Operator.

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Other Settings (ECC Auto Launch, Limited Bandwidth, Maintenance Mode, Disable All Notifications, GPS Location, Manual download file location, Manual/ Automatic Test Upload setting, etc.)

All settings are retained and the EXFO Connect Client continues to work as configured.

Logs The Log is updated with the Business Unit transfer activities.

Remote Control Session The Remote Control Session is closed.

Functionality Impact on Functionality

C H A P T E R 6

BROADCAST MESSAGES


What is Broadcast Message

The EXFO Connect Server User shares the information and instruction to the EXFO Connect Client Operator with a Broadcast Message.The Broadcast Message appears as a notification on the EXFO Connect Client window.

Note: The Broadcast Messages are displayed, even if you deactivate the Disable All Notifications on Configuration page.

The Operator needs to send the acknowledgement, after reading the message.

Section Page

What is Broadcast Message 69

Acknowledging Broadcast Message 71

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The Broadcast Message is displayed on the Platform until you acknowledge the message. If multiple messages are received, the messages are displayed in cascade view.

Note:

• The Broadcast Message is closed automatically or will not appear on the Platform, if it reaches the expiry date set by the EXFO Connect Server User.

• The Broadcast Messages appearing on the EXFO Connect Client window will not close even the Platform is transferred to another Business Unit. The Operator of the updated Business Unit has to acknowledge the messages to close them.

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Acknowledging Broadcast Message

To acknowledge the Broadcast Message:

Read the broadcast message and then click the Send Message Acknowledgement button on the Broadcast Message.

Note:

• Click the link on Broadcast Message, if any.• To view the last acknowledged Broadcast Message, click the icon

on the status bar of the EXFO Connect Client.

How to Know Acknowledgement Details

The Logs page is updated with the status of the Broadcast Message and Acknowledgement.

• Message Delivered time, is the time when message is received on the EXFO Connect Client.

• After message is acknowledged, the message acknowledgement description in Logs is shown as Message Acknowledged: <Message> by <Operator Name>

C H A P T E R 7

NOTIFICATIONS

Notification messages appear on the EXFO Connect Client window to notify various activities that occur on the EXFO Connect Client. However, the Alerts and Broadcast Messages appear on the Platform Screen. This section provides the information of few notifications that appear on the EXFO Connect Client.

Note: If you activate Disable All Notifications on Configuration page, notifications will not appear on the EXFO Connect Client.

For more information on deactivating notifications, refer “Configuring Disable All Notifications” on page 15.

For more information on Broadcast Messages, refer “Broadcast Messages” on page 69.

For more information on Alerts, refer “Alerts” on page 77.

In this chapter The topic includes few important notifications received on the Platforms:

Section Page

EXFO Apps server - Notifications 73

EXFO Connect Client - Notifications 74

Software Download - Notifications 74

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EXFO Apps server - Notifications

A EXFO Apps Server mode allows you to receive the notifications about the applications released by EXFO for your Platform.

The software released by EXFO is categorized as Application, Utility or Software, and a notification for each is displayed to Platform Operator.

Notification for New Product Available:

This notification is shown when EXFO releases a new product pack for an application.

Notification for Upgrade Available:

This notification is shown when EXFO releases a new product pack and an older version of the same application is installed on the Platform.

Notification for Update Available:

This notification is shown when EXFO releases a new service pack and the corresponding product pack is installed on the Platform.

Notification for New Multimedia Capsule:

This notification is shown whenever EXFO Apps hosts a new multimedia content that the Platform Operator can view or download.

EXFO Apps Server Notifications and Operator Actions

For each notification, the Operator can perform the following actions:

• Remind Me Later: Displays the notification later.• Dismiss: Close the notification.• View Details: Launches web browser to display the software

information page on EXFO Apps where additional information about the notification is displayed.

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EXFO Connect Client - Notifications

The EXFO Connect Client displays the notifications to the Operator to inform about status of the various information exchange between the Platform and the EXFO Connect Server. These notifications are displayed during the initial synchronization, while the EXFO Connect Client connects to the EXFO Connect Server and later if any new information exchange is attempted.

• Server synchronization. This notification shows the status of information exchanged between the EXFO Connect Client and the EXFO Connect Server during the initial synchronization. It shows the status of test data uploads, software downloads, license downloads, file uploads/downloads performed during initial synchronization, while the EXFO Connect Client connects to the EXFO Connect Server.

• Test Data Upload - This notification shows the status of a test data attempted for upload (irrespective of Manual or Automatic mode) from client to server.

• License Upgrade - This notification is shown whenever a new FTB-Care license is installed on the Platform.

• TDM and TEM License Upgrade - This notification is displayed whenever Platform TDM and TEM licenses are renewed.

• Licenses Expiry notification - This notification is displayed whenever the FTB-Care, TDM, or TEM licenses expire.

• File Download notification - This notification suggests the status of a file download attempted.

• File Upload notification - This notification suggests the status of a file upload attempted.

Software Download - Notifications

The software is configured through an EXFO Connect Server’s Equipment profile. This software is downloaded to the Platform, while Platform connects to the EXFO Connect Server. The Operator is notified to install the downloaded software. The Operator is also notified if the software download fails.

The software is set for manual installation or auto installation from the EXFO Connect Server. The software set for manual installation needs to be installed by the Platform Operator manually. However, the software set for auto-installation is installed automatically on a scheduled date and time, if the Operator continues postponing the installation.

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The auto-installation software assigned from the EXFO Connect Server are installed silently, if you activate the Maintenance Mode. For more information, refer “Configuring Maintenance Mode” on page 14.

Manual Installation - Notifications

This section explains the notifications received and the Operator actions required for manual installation of software.

Software Download Notification - Operator Actions

• Notification: The “name of software” is downloaded.Explanation: The software is downloaded on the Platform and ready for installation, Operator needs to install the software manually.

Note: The System Software, Update Manager, needs to install manually after downloaded on Platform.

Auto-Installation - Notifications

Note: The auto-installation notifications will not appear on FTB-150 and FTB-200v1Platforms, as Auto-Installation feature in not available for these Platforms.

This section explains the notifications received for automatic installation of software.

• Notification: Installing 'Software Name' 'version' for 'Base-Line application Name (toolbox/IQS Manager)' Auto-Installation Progress.Explanation: When auto installation is in progress.

• Notification: New software downloaded: 'software name' 'version' software download.Explanation: When new software downloads successfully.

• Notification: New software download: 'software name' 'version' - Failed software download.Explanation: When new software download fails.

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C H A P T E R 8

ALERTS

In this chapter This topic includes few important alerts and confirmation messages received on the EXFO Connect Client:

Note: An alert appears, even if you deactivate the Disable All Notifications.

Section Page

Auto-Installation - Alerts 78

Floating Option - Alerts 82

Other Alerts 84

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Auto-Installation - Alerts

Note: The auto-Installation alerts will not appear on FTB-150 and FTB-200v1 Platforms, as Auto-Installation feature is not available for these Platforms.

The software is downloaded from the server to the Platform and the EXFO Connect Client notifies the Operator that the software is ready for auto-installation. Operator can proceed with installation (Install) or postpone the installation (Postpone). If the Platform Operator continues to postpone the auto-installation, the EXFO Connect Server installs the software automatically on midnight (00:00 hours) of scheduled date, as configured on the EXFO Connect Server.

Note:

• If the Operator installs the software by clicking the Install button on the Alert. The EXFO Connect Client confirms with the Operator to close the working applications. The installation will start once you close all working applications.

• If the Operator postpones the installation, the EXFO Connect Client notifies the Platform Operator to install the software, every four hour, till the scheduled date.

• From the EXFO Connect Server, once the auto-installation scheduled date and time passes, Auto-Installation closes all the working applications, including base-line software (toolbox/IQS Manager) to install the software on Platform.

• The downloaded software can be installed on the Platform, even if it is disconnected from the EXFO Connect Server or network.

• If the software assigned for auto–installation from the EXFO Connect Server is of lower version than the installed software on the Platform; the software will be downloaded on the Platform; however, it will not be auto-installed. The Platform Operator should install the software manually, if required.

• The main software will not start the installation, if you postpone the dependent software installation. The reason for not starting the main software installation is displayed in the Download History tab.For example: The PFA 1.5 is dependant on Shell 1.6 software installation. If you postpone the installation of the Shell 1.6 software. The PFA 1.5 will not be installed. The auto-installation of main software will be performed after the dependency software are installed.

WARNING: If any changes are made to the system ECC Auto Installation account, which is automatically created while installing the EXFO Connect Client, the auto-installation of the software assigned by the

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EXFO Connect Server fails. For more information, refer “Solving Common Problems” on page 92.

WARNING: Close Update Manager (if running), before starting to auto install a software, else the auto-installation may fail, resulting in inconsistent software state.

WARNING: The Update Manager, assigned for auto-installation (upgrade) will close the EXFO Connect Client, while installing. Save your work or you may lose your data.

Note:

• To Install Update Manager, you must have Supervisor privilege. Log-on the Platform as Supervisor (Platform Administrator).

• You have to manually complete the Update Manager installation after you receive the install prompt.

• Restart the Platform after installing the Update Manager.• You have to start the EXFO Connect Client manually after you

complete the installation of Update Manager. To restart EXFO Connect Client, Start > All Programs > EXFO > EXFO Connect Client > EXFO Connect Client.

• If the Update Manager installation fails (or incomplete), the installation restarts at next session of the EXFO Connect Client.

ATTENTION: The System Upgrade software or the Embedded Software Updater, if downloaded from the EXFO Connect Server, needs to be installed manually on priority.

WARNING: Close all other running applications, such as Update Manager, ToolBox/IQS Manager before installing the System Upgrade software or the Embedded Software Updater, else the installation may fail resulting in inconsistent software state.

Auto-Installation Alerts and Operator Actions

The auto-installation alerts are as follows:

• Alert: The “name of software” is ready for installation.Explanation: The software is downloaded on the Platform and ready for installation, Operator can allow the EXFO Connect Client to auto-install the software or postpone the installation if any important task is executing on the Platform.

Operator action:

• Install: Click Install button to install the downloaded software• Postpone: Click Postpone button to install the software later

• Alert: Installing “name of the software”Explanation: The installation progress status is displayed in a short Alert.

Operator action: Click the Close button to hide the Alert, if required.


• Alert: New Software is Auto-Installed “name of the software”. Explanation: Notifies Operator about the successful installation of software.

Operator action: Click OK button to close the short Alert.

• Alert: Auto-Installation failed: “name of software” Reason: “the reason of failing”Explanation: The Auto installation of the software can be failed for following few reasons:

• Due to invalid FTB-Care licenseReason: Invalid or expired FTB-Care on Platform, Cannot Install the Product

“Product Name”.

• Due to invalid System ImageReason: This product requires System Upgrade. Please update the System

Image.

• Due to invalid System UpgradeReason: This product requires System Upgrade. Please update the System.

• Due to error raised in the EXFO Connect Client during installation process.Reason: Exception while installation

• Due to EXFO Connect Client disconnected from Installer service.Reason: Disconnected from Installer Service.


• Alert: Starting Auto Installation for “Name of the software” and a note for the Operator.Explanation: When the Auto Installation set date and time elapses, it notifies that “name of software” is ready to install, and to start the installation all running applications will be closed.

Note: If any application is running (including EXFO Connect Client) and auto-installation is upgrading the running application’s service pack, then the EXFO Connect Client restarts the Platform.

Operator action: Click OK button to start the installation.

• Alert: New software auto installed “Name of the software”Explanation: The new software is installed successfully.


• Alert: The EXFO Connect Client is upgrading to its “new version”. This will re-start the application.Explanation: If the EXFO Connect Client new version is installed, it will restart the EXFO Connect Client to install the new version.

Operator action: Click Yes button to start the installation.

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Note:

• The relevant, software version, base-line software (tool-box/IQS Manager), and base-line software version is also displayed with the name of software.

• If two or more software are downloaded, you will receive individual Alert for each software. You can prioritize the installations as required.

• The next installation will be in queue, until the previous installation is not completed.

• Click the Log menu to view the activities of auto-installation.


Floating Option - Alerts

Note: These alerts will not appear on FTB-500, IQS-600, FTB-150 and FTB-200v1 Platforms as the Floating Option feature is available only for FTB-1 and FTB-200v2 Platforms.

The Module on a Platform has Static and Floating Options installed. The Static Options are fixed on a Module, whereas, the Floating Option can be assigned and released from the Module as required. For more information, refer “Option Manager” on page 32.

Floating Option Alerts - Operator Actions

The Alerts while assigning or releasing the Floating Option are as follows:

• Alert: Floating Option “name of Floating Option” has been successfully assigned to “Module Name” and S/N “Serial Number”. To activate the installed Option please restart the Module application on the Platform.Explanation: This indicates that the Floating Option is assigned successfully to the Module.

Operator action: Click OK button to close the Alert. To activate the installed Option please restart the Module application on the Platform.

• Alert: Removal of Floating Option “Option Name” on “Module Name” S/N “Serial Number” is successful. Explanation: This means, Floating Option is successfully released from the Module.

Operator action: Click OK button to close the Alert.

Note: The released Floating Option is updated and is allowed for assignment, if required.

• Alert: Assignment of Floating Option “Option Name” on “Module Name” S/N “Serial Number” has failed. Reason: “reason of failure”Explanation: The Floating Option assigned is failed for few reasons. To know reasons of failure, For more information, refer “Assigning and Releasing failure reasons” on page 83.


• Alert: Removal of Floating Option “Option Name” on “Module Type” S/N “Serial Number” has failed. Reason: “reason of failure”Explanation: The releasing of Floating Option is failed for few reasons. To know reasons of failure, For more information, refer “Assigning and Releasing failure reasons” on page 83.


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Assigning and Releasing failure reasons

The Floating Options assign or release fails for following reasons:

• When the Module status is not set to 'In Service' on the EXFO Connect Server and the Platform Operator requests to assign or release a Floating Option from the EXFO Connect Client, then the request fails with a reason.Reason: Module status not In Service

• If the Floating Option being assigned, is consumed by another Module. Reason: The requested Floating Option is no longer available

• If assigning or releasing is simultaneously done on the EXFO Connect Server or the EXFO Connect Client.Reason: The requested action (assign/release) is already in progress or changed.

• If you are assigning a Floating Option group, and one of the Floating Option from the group is already installed on a Module, OR, If you have installed a Floating Option group, and try to assign one of the similar Floating Options from the group,

OR, If you are assigning a Floating Option group and one of the Floating Option from the group is available as a Static option on the Module.The assignment fails and the reason appears as,Reason: The requested Floating Option is not applicable to the Module (either its

equivalent Static or parent or child Floating Option is already installed).


Other Alerts

This section provides few other alerts which appears on the EXFO Connect Client.

• Alert: File ' Downloaded File Name ' already exists on Platform. Do you want to overwrite it?Explanation: If Operator selects to download the file, which already exists.

• Alert: You do not have the sufficient privileges to run the application. EXFO Connect Client will exit now.Explanation: If the Operator does not have administrative privilege to perform specific tasks.

• Alert: The EXFO Connect Client encountered an fatal error. Please restart the application.Explanation: If the EXFO Connect Client, not able to run due to some problem.

• Alert: Connecting to EXFO Apps shall abort all existing upload/download activities. Do you still want to continue?Explanation: If you are connecting to the EXFO Apps Server, while EXFO Connect Client is exchanging the data with EXFO Connect Server.

• Alert: Disconnecting the EXFO Connect Client shall abort all existing upload/download activities. Do you still want to continue?Explanation: If you want to disconnect the EXFO Connect Client and Upload/Download is in progress. The

• Alert: Please enter valid file sizeExplanation: If you have entered invalid file size in limited bandwidth.

• Alert: The file download is in progress. Do you want to change Download To location?Explanation: If file download is in progress and you are changing the download location. The Download Folder location will be updated only after the current in progress downloads are completed.

• Alert: A file name cannot contain any of the mentioned characters: \ / : * ? “ < > |Explanation: If the search file name contains special characters.

• Alert: Directory Does not Exist.Explanation: If the selected directory does not exist in case of file Download/Upload.

• Alert: Invalid directory. Please select an appropriate directory.Explanation: If you select invalid directory in case of file upload /file download.

C h a p t e r 8 , A l e r t s 85O t h e r A l e r t s

• Alert: This will clear all Download History information. Do you want to continue?Explanation: If you want to clear log of download history.

• Alert: Refresh Search In is in progress. Cannot clear.Explanation: If you want to clear log of Upload history.

• Alert: Upload Error: Invalid file format. Explanation: If you want to upload file, which is having invalid format.

• Alert: The changes will not be applied to the file in progress statusExplanation: If the test data file is uploading and you are editing the test file.


C H A P T E R 9

LICENSE DEPENDENTACTIVITIES

The EXFO Connect Client activities are dependent on the FTB-Care, TEM, and TDM licenses.

In this Chapter This topic provides, details of the activities that are dependent on the licenses.

Section Page

License Dependent Activities* 88

88 EXFO Connect Client User GuideC h a p t e r 9 , L i c e n s e D e p e n d e n t A c t i v i t i e s

License Dependent Activities*

ActivitiesFTB-Care

TEM TDM

To connect to EXFO Connect Server Not Required

Not Required

Not Required

To connect to EXFO Apps Server Not Required

Not Required

Not Required

To download FTB-Care license Not Required

Not Required

Not Required

To download TEM/TDM license Required Not Required

Not Required

To display the Folder list from the EXFO Con-nect Server (File Transfer Feature)Note:

• While uploading files, the browse icon to explore the Destination Folder hierarchy is disabled, if the FTB-Care is not valid.

• While downloading the file from the EXFO Connect Server, the Browse, Clear and Upload icon are inactive, if FTB-Care license is expired.

Required Not Required

Not Required

To search a file obtaining search results (File Transfer feature)Note: While downloading file from the EXFO Connect Server, the Browse, Search, Clear and Download icon are inactive if FTB-Care license is expired.


Not Required

To download Operator list from the EXFO Con-nect ServerNote: The Operator list drop-down does not populate, if FTB-Care is expired and is displayed as Unknown Operator.


Not Required

To Update Platform Name, Alias, Owner, Opera-tor and Platform’s Business Unit


Not Required

To send information of Platform to the EXFO Connect Server


Not Required

C h a p t e r 9 , L i c e n s e D e p e n d e n t A c t i v i t i e s 89L i c e n s e D e p e n d e n t A c t i v i t i e s *

Note: Platform related information is updated only if Platform has valid FTB-Care license.

*The license dependent information is provided for information purpose only and is not an exhaustive listing of all activities. Please contact: [email protected], in case of any query with respect to Platform licenses and EXFO Connect services delivery.

To download file assigned from the EXFO Con-nect Server or Manual file download

Required Required Not Required

To download software assigned from the EXFO Connect Server.


To assign and release Floating OptionNote: The Assign/Release button is inactive if FTB-Care and TEM license is expired. However, the Floating Option available count is displayed.


To upload test to the EXFO Connect Server Required Not Required

Required

To upload file to the EXFO Connect Server Required Required NotRequired

To set GPS Location ManuallyNote: The Location fields are not activated.


Not Required

Platform in Contractor Mode Not Required

Not Required

Not Required

License Dependent Activities*

ActivitiesFTB-Care

TEM TDM

mailto: [email protected]

90 EXFO Connect Client User GuideC h a p t e r 9 , L i c e n s e D e p e n d e n t A c t i v i t i e s

A P P E N D I X A

TROUBLESHOOTING

This topic helps you to resolve some of the common issues and possible causes, while using the EXFO Connect Client.

92 EXFO Connect Client User Guide, T r o u b l e s h o o t i n g

Solving Common Problems

Before calling EXFO’s technical support, you may want to consider the following solutions to problems that could occur.

Issue Possible Cause Solution

Unable to connect to the EXFO Connect Server.

Invalid EXFO Connect Server configuration.

Ensure that the valid EXFO Connect server URL and security code is entered in the Configuration page. Check the Internet Explorer’s LAN setting of your Platform:Verify the setting as below:1 Click Tools menu and select

the Internet Options.2 Click Connections tab and

then select the LAN Settings button.

3 Clear the “Automatically detect settings” check box if it is selected; and then tap OK button.

4 Reconnect the EXFO Connect Client.

Network issues • Check Connectivity LED status. It must be Green. If not, consult your IT Support.

• Try accessing your EXFO Connect URL using web browser on the Platform, if it is accessible from browser, consult your IT Support for any possible causes to make a connection with the EXFO Connect Server.

, T r o u b l e s h o o t i n g 93S o l v i n g C o m m o n P r o b l e m s

Unable to upload test report files. Unsupported File Format Upgrade the test application to a version which generates the test report file in EXFO Connect compliant format. For more information, refer “License Dependent Activities*” on page 88.

Licenses issues • Check if Platform has a valid FTB-Care license.

• Check if Platform's TDM is expired. For more information, refer “License Dependent Activities*” on page 88

• Contact your administrator to renew the licenses.

Unable to download software applications to the Platform.

Equipment group and profile settings on the EXFO Connect Server

Contact your administrator and check if Platform is added to a valid Equipment Group and Equipment Profile. Also, check if software applications are added into the profile for the said Platform.Check the profile status flag for this Platform on the EXFO Connect Server. If it shows Green, the application is either already downloaded to Platform or is already installed on the Platform

Application already installed or downloaded'

Check the Platform's installed applications to verify if the application is already installed on your Platform. Also, check if the EXFO Connect Client has already downloaded this application earlier. You can check it from EXFO Connect Client > Software Download > History or check the download folder which is currently set under EXFO Connect Client > Software Download > Settings > Current Download Folder.

Platform is getting connected to the EXFO Connect Server but no information is exchanged or updated

Ensure your Platform has valid FTB-Care license. For more information, refer “License Dependent Activities*” on page 88



Did not receive security code through an e-mail.

Contact EXFO Connect Administrator for help.

Software auto-installation fails for any change in ECCAutoInstaller account.

If there is any change in the ECCAutoInstaller account or the ECCAutoInstaller Account is deleted.

Re-install the EXFO Connect Client.

While Uploading/Downloading files, cannot view the EXFO Connect Server’s folder hierarchy.

The EXFO Connect Client version is not upgraded. The version you are using may be older one.

Upgrade the EXFO Connect Client to the latest available version.Contact your Administrator.

You cannot configure the EXFO Connect Client and message appears that data entered has Invalid Address and Security password.

• Invalid Address or Security password.

• You do not have administrative privilege

• FTB-Care license has expired

• Contact System Administrator.• Renew the FTB-Care license.

For more information, refer “License Dependent Activities*” on page 88.

Unable to configure Auto Launch setting.

You may not have Supervisor (administrator) privilege on the Platform.

Contact your Administrator.

Unable to set location manually on Platform.

• GPS coordinates are detected by GPS device.

• Platform has expired FTB-Care

• Contact your Administrator.• Renew the FTB-Care license.

For more information, refer “License Dependent Activities*” on page 88

Unable to configure Contractor Mode

The EXFO Connect Client is connected to the EXFO Connect Server.

The Contractor Mode cannot be activated or deactivated when EXFO Connect Client is connected to the EXFO Connect Server. Disconnect the EXFO Connect Client before Configuring.

Unable to install Update Manager You may not have Supervisor (administrator) privilege on the Platform.

Log-on the Platform as a Supervisor (Platform Administrator). To install Update Manager, you must have Supervisor privilege on the Platform.

Unable to install Update Manager Dependent Applications

You may have not restarted the Platform after installing the Update Manager

Restart the Platform after installing the Update Manager

FTB-Care installation fails • Restart the Platform• Check internet connectivity


, T r o u b l e s h o o t i n g 95O t h e r R e f e r e n c e D o c u m e n t s

Other Reference Documents

You can also refer to other EXFO Connect guides and Online Help, to understand the functionalities of an EXFO Connect.

• EXFO Connect Server Online Help – Provides detailed information on the EXFO Connect Server features and options.

• EXFO Connect Client Installation Guide – Provides procedure and pre-requisites for installation of the EXFO Connect Client on your Platform.


Contacting the Technical Support Group

For after-sales service or technical support contact EXFO at following numbers.

The Technical Support Group is available on office hours.

Office hours: Monday to Friday, 8:30 a.m. to 5:30 p.m. (Eastern Time in North America).

For detailed information about technical support,

visit the EXFO Web site at

http://www.exfo.com

Tel.: +1 877 261-3279 (USA)

+1 978 367-5789 (Other countries)

Fax: +1 978 367-5700

E-mail: [email protected]

http://www.exfo.com



AApply Default Period 34assign the Floating option 33Auto Installation 79AutoInstaller Account 94

BBroadcast Message 69Business Unit 56Business Unit Administrators 64Business Units 64

CCM Config 56Configuration 6Configuration page 69Contractor 53Contractor Mode 53Corporate Business Unit 56, 64

Ddata upload 46default Business Unit 64Disable All Notifications 69

EECCAutoInstaller 94EXFOConnectRemoteControl 51expiry date 70Explanation 80

FFeatures 21File Transfer 6Floating options 35

IIcon 29Install Update Manager 79

JJob Information 50

98 EXFO Connect Client User Guide,

LLicense 87License Dependent activities 87Logs 6

MManual Synchronization 19manual synchronization 33Module Options 32

NNotification 79

OOperator action 79Option Manager 6, 32, 33

PPlatform Info 7Postpone

Postpone Software assigned to auto-install 79

RReason 80Release 36releasing of Floating option 82Remote Access 51remote access 51Removal of Floating Option 82

SSend Message Acknowledgement 71Set Expiry Date 34Software Download 7Static options 35Supervisor privilege

Logged-on platform as administrator 79System Administrators 64

TTest Data Upload 7

Uuploading test data

automatic

how to 49manual

how to 46User 64

WWARNING 78