Installation Instructions

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1 LIGHTRULES APPLIANCE (LRA) Installation Instructions TABLE OF CONTENTS: OVERVIEW Networked Installation Example 2 LightRules Installation Overview 2 Networked vs. Standalone Installations NEW INSTALLING LIGHTRULES Part 1: Prepare for Installation 3 Part 2: Set Up Hardware & Connect the Network 3 Part 3: NEW Edit Network Settings 4 Part 4: Edit General Settings 5 Part 5: NEW Edit Date/Time Settings 6 Part 6: Create an Admin User 6 Part 7: Verify Lighting Network & Enterprise Connectivity 6 Part 8: Establish a Remote Support Connection 7 Part 9: Verify Gateway Connectivity 8 Part 10: Sync & Verify the Lights via Commissioner 8 Part 11: Upload the Map File to the LRA 8 Part 12: Verify Connectivity of the Lights via LightRules 8 Part 13: Turn Over LightRules to the Facility Admin User 9 APPENDIX A. PoE Switch Warning 10 B. Setting Up an International Keyboard on LRA Console 10 C. Configuring Custom SMTP Settings 10

I. OVERVIEW FIGURE 1: NETWORKED INSTALLATION EXAMPLE Lighting Network (Ethernet cable and ZigBee /802.15.

Keypad OFF Wireless Network Three: Up to 50 lights Gateway Keypad Gateway OFF 120-240 VAC 120-240 VAC PoE Switch 328 ft (100 m) maximum PoE Switch LightRules Appliance 120-240 VAC UPS Enterprise

2 I. OVERVIEW FIGURE 1: NETWORKED INSTALLATION EXAMPLE Lighting Network (Ethernet cable and ZigBee / wireless) Enterprise Network (Ethernet cable) Electrical Power Room VAC VAC Wireless Network One: Up to 50 lights Room VAC Wireless Network Two: Up to 50 lights Gateway Keypad OFF Wireless Network Three: Up to 50 lights Gateway Keypad Gateway OFF VAC VAC PoE Switch 328 ft (100 m) maximum PoE Switch LightRules Appliance VAC UPS Enterprise Network LightRules Appliance LIGHTRULES INSTALLATION OVERVIEW LightRules Web Application LightRules software resides on the LightRules Appliance (LRA). The appliance also manages the dedicated lighting network containing the wireless light fixtures and gateways. HINT: Before arriving on-site for the installation, ask the enterprise s IT team to complete the IT Worksheet, which records relevant IP addresses, SMTP settings, and permissions for a remote support connection (if allowed). Download the IT Worksheet here: digitallumens.zendesk.com. Networked versus Standalone Installations There are two types of LightRules Installations: In networked installations, as shown in the example above, the LRA connects to the facility s enterprise network. LightRules is accessible via any web browser connected to the enterprise network. Some LightRules systems are operated by customers locally without a connection to the enterprise network, making LightRules only accessible from the LRA (requires connecting a monitor, keyboard, and mouse to the LRA). This is referred to as Standalone Console Mode. As noted on the following pages, some instructions are not applicable to setting up a standalone system. NEW Administrators can select the standalone option by opening LightRules and selecting Administration > Network and then clicking Edit in the Network Configuration section. On the Edit Network Settings screen, select Standalone Console Mode. Performing this step simplifies configuration of the LRA by hiding options that are only used with an enterprise connection. 2 Digital Lumens

3 II. INSTALLING THE LIGHTRULES APPLIANCE PART 1: PREPARE FOR INSTALLATION LightRules installation requires a completed map file. Before arriving onsite, use Digital Lumens Commissioner software to create a map file. You can download Commissioner software and the Commissioner Admin Guide from the Partner Portal. 1. Before arriving onsite, ask the facility IT team to complete and sign the IT Worksheet. 2. Coordinate with a Digital Lumens Application Engineer to establish a remote connection to the LRA. 3. Work with Digital Lumens Application Engineering to schedule an initial remote support time slot. 4. Create an installation kit comprising a laptop, a Digital Lumens USB wireless adapter, an Ethernet cable tester, a portable Ethernet switch (either PoE or Non-PoE) and three 3 ft Cat-5 cables. 5. Once onsite, locate the IT Room the lighting network Cat-5 cable should terminate in that room and you will be installing the LRA there (in most instances). 6. Verify that it is possible to connect to the Enterprise network via a Cat-5 cable located in the IT room, but do not connect. PART 2: SET UP HARDWARE & CONNECT THE NETWORK 1. As needed, connect the Uninterruptible Power Supply (UPS) battery into the UPS housing, as per the manufacturer s instructions. Plug the supplied UPS into a dedicated wall outlet. Do not plug the UPS into a power strip. NOTE: A standard UPS is sold by Digital Lumens for North American sites only. Outside of North America, procure a UPS locally. 2. If the LRA is a rack-mount model, install the LRA within a suitable cabinet. Otherwise, if the LRA is a table-top model, place the LRA in a secure location. 3. Connect power from the LRA to the UPS. 4. Power up the UPS and then press the power button on the front of the LRA. 5. Connect the lighting network Cat-5 cable to the portable switch from your installation kit. With a 3 ft Cat-5 cable, connect the switch to the port on the LRA labeled Lighting Network. 6. With a 3 ft Cat-5 cable, connect the laptop from your kit to the switch. NOTE: The switch, 3 ft Cat-5 cables, and laptop will be removed once system configuration is complete. 7. If you are setting up a networked installation, connect the enterprise network Cat-5 cable directly to the corresponding Ethernet port on the LRA. Otherwise, if you are setting up a standalone installation, skip this step. FIGURE 2: TEMPORARY COMMISSIONING SETUP Temporary Switch Laptop Lighting Network LightRules Appliance LightRules Appliance Enterprise Network Do not connect if standalone system is desired LightRules Appliance Installation 3

PART 3: EDIT NETWORK CONFIGURATION SETTINGS Wait 90 seconds after powering up the LRA. 1. Turn off Wi-Fi on the laptop. 2. Launch a web browser on the laptop and then type http://192.168.1.1 in the address bar.

NOTE: By default, after the first power-up, you are initially logged in as Installer.

4 PART 3: EDIT NETWORK CONFIGURATION SETTINGS Wait 90 seconds after powering up the LRA. 1. Turn off Wi-Fi on the laptop. 2. Launch a web browser on the laptop and then type in the address bar. The Editing Network Settings screen should appear automatically. If you cannot connect via , verify that the laptop s network Ethernet port is configured for DHCP and then try again. NOTE: By default, after the first power-up, you are initially logged in as Installer. If you are not automatically logged in as Installer (verify by looking in the upper-right corner of the LightRules dashboard), contact Digital Lumens technical support. 3. Click Administration and then select Users. CAUTION: You must perform this step now, or you will not be able to login to LightRules later after logging out. Create a new user account to use during installation. For example: Create an account named Configuration. Choose Set a password now, enter a password, and write down your settings. Select Reporting, Operations, and Administration privileges. 4. Click Create User. 5. (Skip this step if creating a standalone installation) Click Administration, select Network, and then click Edit in the Network Configuration section. NOTE: Do not make changes to the Miscellaneous Settings fields unless directed to do so by a Digital Lumens Applications Engineer. Referring to the IT Worksheet, specify the LRA IP address to be used on the lighting network: Leave the default IP address intact, unless the Enterprise network uses x.x. If the Enterprise network uses x.x., Select the alternate IP address from the drop-down menu. If you select the alternate IP address, you will need to reconnect to the LRA after saving this change. Re-establish your IP address using DHCP, and connect to the LRA at the IP address You will have to sign in using the name and password you established in the previous step. 6. (Skip this step if creating a standalone installation) Referring to the IT Worksheet, enter the following Enterprise network settings: Enterprise Network IP Address Enterprise Network Netmask Enterprise Network Default gateway 7. NEW (Skip this step if creating a standalone installation) Select the Custom DNS Servers checkbox, if applicable, in the Advanced Configuration section. Leave these fields blank to use the default Google Public DNS values. When required by IT policy, specify the IP addresses of internal DNS servers. NOTE: Do not use hostnames for these fields. 4 Digital Lumens

5 8. Click Save Settings. 9. NEW (Optional) Click Administration, select Network, and then click Edit in the SSL/TLS Settings section. 10. If applicable, select the Require SSL/TLS checkbox to enable redirection to an SSL/TLS protected connection for users connecting on port If applicable, deselect Use self-signed certificate to configure a proper SSL certificate. NOTE: Deselecting this option requires use of the remaining fields to upload an SSL certificate. Enter all applicable information and click Upload. 12. Click Save Settings. PART 4: EDIT GENERAL SETTINGS 1. Click Administration, select General, and then click Edit General Settings. HINT: Refer to Part 8: Establish Remote Support Connection on page 7 for remote connection setup instructions. 2. Type the Facility Name. 3. Leave the LightRules hostname field blank, unless given instructions by a Digital Lumens Applications Engineer. 4. Leave all other general settings as defaults. 5. Enter the average energy cost per kwh in dollars; for example, type: Enter an old energy estimate, in Watts. For example, 24 x 465W fixtures = 11,160 W. 7. Select optional language, currency, and unit settings, as appropriate. 8. Click Save Settings and wait for LightRules to update. LightRules Appliance Installation 5

6 PART 5: EDIT DATE/TIME SETTINGS 1. Click Edit Date/Time Settings. 2. Select the appropriate time zone from the drop-down list. 3. NEW Select Use NTP to manage the clock. Use this option if you have enabled TLS Web Connections, as the TLS protocol may fail if the LRA clock drifts too far from the correct time. Enabling NTP in LightRules allows the LRA to keep accurate time. When enabled, the Set System Clock option is removed, and a configuration option for custom NTP servers is presented: Leave the NTP Servers field blank to use NTP servers maintained by the Network Time Foundation. To specify NTP servers in your network infrastructure, enter the IP addresses or hostnames of the servers separated by spaces. or 4. (Optional) If not using NTP, manually set the system clock by checking Set System Clock and then typing the correct time. 5. Click Save Settings. PART 6: CREATE AN ADMIN USER You must create at least one Admin user before handing off the LightRules system to the facility. 1. Click Administration, select Users, and then click New User. 2. Type the user name of the Admin user (listed on the IT Worksheet). NOTE: Referring to the IT Worksheet, type the Admin user s address (the Admin user s address must be in the same domain as all other users) and phone number. 3. Select the admin-level role by checking the Admin box. 4. Check Set a password now and type the admin user s first name, in all lowercase. 5. Click Create User. PART 7: VERIFY LIGHTING NETWORK & ENTERPRISE NETWORK CONNECTIVITY 1. Verify lighting network connectivity: NOTE: To perform these steps, you must have created an Admin User (see previous step). Click the Administration tab and then select Network. Confirm that the link status under Lighting Network shows as: Link - connected. 6 Digital Lumens

Compare the configured lighting network settings on the left to the current lighting network settings on the right. If they match, the settings are properly configured. 2.

7 Compare the configured lighting network settings on the left to the current lighting network settings on the right. If they match, the settings are properly configured. 2. (Skip this step if creating a standalone installation) Verify enterprise network connectivity: Click the Administration tab and then select Network. Confirm that the link status under Enterprise Network shows as: Link - connected. Compare the configured enterprise network settings on the left to the current enterprise network settings on the right. If they match, the settings are properly configured. PART 8: ESTABLISH A REMOTE SUPPORT CONNECTION The following steps will establish a secure remote connection to Digital Lumens servers, allowing real-time troubleshooting and technical support. Before arriving onsite, support@digitallumens.com to obtain the necessary SSH settings. Establish an SSH connection for remote support. 1. Click Administration and then select Network. 2. Ensure the Current Network link status shows the Enterprise network as connected. 3. Click Edit. 4. Under Remote Diagnostics, check Enabled. Several fields will appear. 5. Enter the access key and Remote Diagnostics Server Address that Digital Lumens gives you. LightRules Appliance Installation 7

8 6. Enter the Remote Diagnostics gateway IP for the Enterprise network. (See the IT Worksheet.) 7. Click Save Settings. 8. Check the status message to confirm that settings have been transmitted to Digital Lumens. 9. Contact Digital Lumens to confirm connectivity. PART 9: VERIFY GATEWAY CONNECTIVITY 1. In LightRules, click Configuration and select Upload map file. 2. Browse to and choose the map file from your laptop. 3. Click Upload. NOTE: The map file may take several minutes to load. After uploading the map file, proceed with the following steps. 1. Click Configuration and then select Networks. All networks should have green status icons and gateway IP addresses (DHCP). If none of the status icons are green, refer to the troubleshooting topics available in the Partner Portal. NOTE: Search the portal using the keyword troubleshooting. Verify that the map file was programmed correctly with all of the gateways: Click Discover gateways. Compare the discovered gateway serial numbers to those listed in the gateway SN column. If there is a discrepancy, the map file is not up-to-date. Fix the map file by using Digital Lumens Commissioner software to update serial numbers. Re-upload the corrected map file to the LRA, if necessary. PART 10: SYNC & VERIFY THE LIGHTS VIA COMMISSIONER 1. Using Digital Lumens Commissioner software on your laptop, open the map file for the facility and then program the lights (sync and verify). You can sync and verify using the Digital Lumens USB Wireless Adapter method or the Gateway method. Refer to the Commissioner Admin Guide for details. PART 11: UPLOAD THE MAP FILE TO THE LRA Now that the map file has been synced, upload it again. 2. In LightRules, click Configuration and select Upload map file. 3. Browse to and choose the map file from your laptop. 4. Click Upload. PART 12: VERIFY CONNECTIVITY OF THE LIGHTS VIA LIGHTRULES 1. Click Configuration and then select Networks. 2. Repeat the following steps for each network: Click a network name to open that network. All lights should have green status icons. If some of the status icons are orange, use the following troubleshooting steps: Click Verify Lights. Wait for the process to complete. Verify that the map file was programmed correctly with all of the lights: 8 Digital Lumens

9 Click Discover Lights to find lights on the lighting network that are not in the map file. Compare the light serial numbers to those listed in the sticker map. If there is a discrepancy, the map file is not up-to-date. Fix the map file. Note also that gateways cannot communicate with lights if those lights are installed in the wrong network area. NOTE: After system installation, it may take several hours before reports are available. PART 13: TURN OVER LIGHTRULES TO THE FACILITY ADMIN USER 1. Notify the Admin user that LightRules is installed and verified to be functioning. 2. Instruct the Admin user that he/she can begin creating users after configuring settings (not applicable for standalone installations and an Admin Contact user (see below). 3. Complete user training. Specify Optional Settings 1. Click Administration, select General, and then click Edit General Settings. 2. (Optional) Type the default login domain if you want to allow users to log in by just typing the prefix to the their addresses. For example, type a default login value of usrefrigerated.com if you want to allow a user to log in with either of the following: mikejones@usrefrigerated.com mikejones 3. Click Save Settings. LightRules Appliance Installation 9

10 III. APPENDIX A. POE SWITCH WARNING The PoE switches should not be used to connect anything other than Digital Lumens hardware. They are not part of the Enterprise network. B. SETTING UP AN INTERNATIONAL KEYBOARD ON LRA CONSOLE 1. Left-click the footprint icon in the bottom right corner of the screen and navigate to and select System > Preferences > Keyboard. 2. In the Keyboard Preferences dialog box, select the Layouts tab. Click the Add... button. 3. In the Choose a Layout dialog box, select the appropriate country from the Country menu and click Add. 4. In the Keyboard Preferences, select English (US) in the Layout tab and click the Remove button. NOTE: Test the keyboard by typing into the box at the bottom of the dialog box. 5. Click Close. C. CONFIGURING CUSTOM SMTP SETTINGS If the SMTP settings fields are left blank, and the system is set up in networked mode with external connectivity, LightRules automatically uses Digital Lumens infrastructure to deliver user-related s. However, if the customer prefers this communication to occur through the enterprise s server, then follow the instructions below to customize server settings. Refer to the completed IT Worksheet for SMTP settings. 1. Click Administration, select Server, and then click Edit. 2. In the SMTP Server Address field, enter the IP address used to connect to the server. 3. Complete the enterprise server SMTP Port, Domain (if required), Username, and Password fields. 4. Type a destination address and then click Send Test . Verify that test was received. 5. Click Save Settings Congress Street, Suite 600 Boston, MA USA (617) All Rights Reserved Digital Lumens Incorporated Subject to change without notice. DOC Rev C 07-15

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