Halcyon Enterprise Console. v10.3 Installation Guide

Transcription

1 Halcyon Enterprise Console v10.3 Installation Guide

2 Copyright Copyright HelpSystems, LLC. All rights reserved. US: Outside the U.S.: +44 (0) IBM, AS/400, OS/400, System i, System i5, i5/os, Power Systems, and iseries are trademarks or registered trademarks of International Business Machines Corporation in the United States and/or other countries. Windows and Windows Server are registered trademarks of Microsoft Corporation in the United States and/or other countries. Java is a registered trademark of Oracle and/or its affiliates All other product and company names are trademarks of their respective holders. For third-party conditions and disclaimers. see the Release Notes in the Product Directory.

3 Table of Contents Pre-Installation and System Requirements 4 Licensing... 4 SQL Requirements and supported versions... 4 Minimum Hardware and Software Requirements... 4 Prerequisite SQL Server Software... 4 Enterprise Server Operating System... 5 Enterprise Client Operating System... 5 Microsoft.NET Framework (v4.6 or higher)...5 GSM data terminal... 5 Configuring SQL, Installing Enterprise Console and Licensing 6 Configuring SQL on SQL Server for use with Enterprise Console... 6 Installing Enterprise Console onto a Windows Server... 7 Installing Enterprise Console (Server) Common Components... 9 Installing Enterprise Console (Server) Device Manager.. 13 Installing Enterprise Console (Server) Installing Enterprise Console (Server) Instant Alert Installing Enterprise Console (Server) Trap Receiver Completing the installation Windows Authentication Licensing Enterprise Console (Server) Manually starting the Instant Alert Server Enterprise Server Code Basic System Setup 20 Selecting the Enterprise Server for Instant Alert Enterprise Console Password Access Adding a Power/System i to Device Manager...20 Adding the Enterprise Console Device to the Power/System i Creating a Test TCP/IP Rule Stop the TCP/IP Monitor Creating the Rule...22 Re-starting the Monitor Checking the test result Deleting the test rule Troubleshooting 25 Enterprise Console Power/System i: Configuring Message Sending 26 Attaching a GSM Data Terminal (Optional) Attaching and Configuring a NPort (NETGSM) device Configuring the NPort NETGSM within Instant Alert Configuring an server for use with Instant Alert...30 Adding the server to Instant Alert Adding contacts to the Halcyon Address Book...30 Sending a Test Message EHS6T LAN Configuration Guide Overview Initial Configuration Modem Timeout Device Password Installing Enterprise Console Client 36 From HECClientSetup.exe download: Accessing the main Enterprise Server from the Client Contacting Halcyon Software 37 Company Information... 37

4 Pre-Installation and System Requirements Pre-Installation and System Requirements Please check the following items prior to installing Enterprise Console (Server) v10.3. Licensing Ensure that you have a license code for the Enterprise Console software. This licenses one copy of Enterprise Console and Enterprise Server Manager on one PC. Further Enterprise Console clients can be installed without the need for additional license codes. To obtain a trial 30 day license key for the above components please halcyon.sales.admin@helpsystems.com or contact your local Halcyon Software distributor. See for details. SQL Requirements and supported versions This version of Enterprise Console requires SQL in order to receive alerts and to store the user details defined within Enterprise Server Options. Due to the way in which alerts converse with the Enterprise Console, the software is not restricted by database limitation and therefore the following SQL versions are supported: SQL Express bit/64bit - recommended SQL Express bit/64bit SQL Server bit/64bit SQL Server bit/64bit SQL Server bit/64bit SQL Server bit/64bit SQL Server bit/64bit For links to the express versions of SQL and instructions on how to download, install and configure SQL for Enterprise Console, please refer to the manual; Installing SQL Server Express Editions. This manual can also be used as the reference for the configuration requirements when using a full version of SQL Server. Minimum Hardware and Software Requirements Enterprise Server Install: Minimum 60GB available disk space, 2GB RAM (4GB recommended), Minimum 1.4 GHz Processor Speed (2.0 GHz or faster recommended) TCP port opened bi-directionally for all systems that will communicate to the Enterprise Console Microsoft XML (MSXML) 4.0 Service Pack 3 or above Enterprise Client Install: minimum 1GB available disk space Static IP Address for device on which Enterprise Console Server is installed Prerequisite SQL Server Software Microsoft SQL Server 2008 R2 SP2 or higher recommended 2008: -

5 Pre-Installation and System Requirements If SQL Server is installed on a device other than the one on which Enterprise Console is installed (recommended), you will also require: Microsoft SQL Server Native Client (version 9.0 or later) Note: Manual installation of SQL Server 2008 Express R2 and SQL Server Native Client is required prior to the installation of Halcyon Enterprise Server. Microsoft SQL Server Compact 4.0 ENU (installed as part of the setup process if it does not already exist) Enterprise Server Operating System Requires higher hardware specification than listed previously. Please see the manufacturer s website for further information. Production environment Windows Server 2008 Standard* Windows Server 2008 Enterprise* Windows Server 2008 Datacenter* Windows Server 2012 Standard* Windows Server 2012 R2* Windows Server 2012 Essentials* Enterprise Client Operating System Windows Vista SP2 or above Windows 7 SP1 or above Windows 8 Windows 10 For production mode, it is recommended that Enterprise Console is installed on Windows Server 2003 SP2 or above which can be either a physical or virtual machine. For testing purposes the product will install to Vista or Windows 7 with User Account Control (UAC) disabled. Microsoft.NET Framework (v4.6 or higher) In order to run Enterprise Console (Server) v10.3 Microsoft.NET Framework v4.6 or higher must be installed on the server onto which the installation is being implemented.this can be downloaded from: Note: Following a fresh install of,net Framework 4.6 you will need to reboot the machine onto which it was installed. This is a Microsoft requirement. GSM data terminal A SIM card is required for the GSM data terminal. Please order the GSM data terminal from Halcyon Software and contact your external suppliers for a suitable SIM card

6 Configuring SQL, Installing Enterprise Console and Licensing Configuring SQL, Installing Enterprise Console and Licensing Follow these instructions to: Configure SQL on the SQL server in order to use with Enterprise Console Perform a typical quick-start installation by installing all Enterprise Console components onto one machine License the software Configuring SQL on SQL Server for use with Enterprise Console Unlike previous versions of Enterprise Console, v10.3 does not come a supplied instance of SQL. You must specify your own instance and configure it ready for Enterprise Console to use. This is required prior to the installation process. See Prerequisite SQL Server Software for details. 1. On the server running your instance of SQL Server, create a new logon of halcyon and grant sysadmin server role to enable the creation of tables by Halcyon. Do not use a semi-colon ; character in the SQL password. (The sysadmin server role can be removed once the HEC, HIA and HDM tables have been created). 2. Open the instance of SQL and ensure that within the Server Properties Security Settings, Server authentication is set to SQL Server and Windows Authentication mode (as per the screen shot below)

7 Configuring SQL, Installing Enterprise Console and Licensing 3. On the server onto which Enterprise Console is to be installed, install SQL Native Client 2008 (sqlncli.exe or x64 version). 4. On the server onto which Enterprise Console is to be installed, create an ODBC connection to check the communication with the SQL database. 5. Install Enterprise Console as per the instructions; Installing Enterprise Console onto a Windows Server and when prompted, specify this instance of SQL. Installing Enterprise Console onto a Windows Server 1. Ensure that you have the downloaded the latest version of Enterprise Console - Server from; 2. Once the download is complete, double-click on HECServerSetup.exe to begin with the Enterprise Console (Server) installation. 3. Choose the installation language from the drop-down menu. Click Next. 4. On the Welcome To InstallShield Wizard for Halcyon Enterprise Console (Server) dialog click Next to continue

8 Configuring SQL, Installing Enterprise Console and Licensing 5. To progress with the Enterprise Console (Server) installation, the End User License Agreement must be accepted. Read the licence agreement carefully and if you agree to the terms and conditions set out in the licence, select I accept the terms of the end user license agreement and click Next to continue. Note: To generate a hard copy of the license agreement for your own records, click Print. 6. At the Setup Type dialog, select Complete

9 Configuring SQL, Installing Enterprise Console and Licensing Installing Enterprise Console (Server) Common Components 1. Following the configuration run routine, the Welcome to InstallShield for Halcyon Common Components is displayed. Click Next to continue. 2. Enter both the User Name and Company Name for which this installation is intended. 3. Choose the destination location for the common components of Enterprise Console (Server). Keep the default of %Program Files%\Halcyon\ selected earlier in the installation process or if you changed the location at that point, replicate the same destination location here

10 Configuring SQL, Installing Enterprise Console and Licensing 4. At the Setup Type dialog, leave the default setting of Complete highlighted and click Next. 5. On the Database Server dialog, select the SQL Instance that you are using for Enterprise Console (Server) and supply the associated logon ID and password that you created prior to the installation. Or select Windows Authentication, if applicable. (See: Configuring SQL on SQL Server for use with Enterprise Console)

11 Configuring SQL, Installing Enterprise Console and Licensing 6. Prior to installing the common components, review your choices on the Start Copying Files dialog. Use Back to return to previous screens and amend details otherwise click Next to continue. Note: At this point you may see a reference to a pending reboot note that Halcyon products don t require a system reboot but this is a warning that there is a pending one (maybe for Windows updates or another application). Click Yes to continue. The Common Components are extracted and installed

12 Configuring SQL, Installing Enterprise Console and Licensing 7. The installation of the common components is complete. Click Finish

13 Configuring SQL, Installing Enterprise Console and Licensing Installing Enterprise Console (Server) Device Manager Note: The dialogs used when installing Halcyon Device Manager are identical to those used when Installing Enterprise Console (Server) Common Components. Please refer to this chapter for reference if required. 1. Following the Installation of common components, the Welcome to InstallShield for Halcyon Device Manager is displayed. Click Next to continue. 2. Enter both the User Name and Company Name for which this installation is intended. 3. Choose the destination location for the Device Manager component of Enterprise Console. Keep the default of %Program Files%\Halcyon\ selected earlier in the installation process or if you changed the location at that point, replicate the same destination location here. 4. On the Database Server dialog, select the SQL Instance that you are using for Enterprise Console (Server) and supply the associated logon ID and password that you created prior to the installation. (See: Configuring SQL on SQL Server for use with Enterprise Console) 5. Prior to installing the Device Manager component, review your choices on the Start Copying Files dialog. Use Back to return to previous screens and amend details otherwise click Next to continue. Note: At this point you may see a reference to a pending reboot note that Halcyon products don t require a system reboot but this is a warning that there is a pending one (maybe for Windows updates or another application). Click Yes to continue. The Device Manager component is extracted and installed. 6. The installation of Device Manager is complete. Click Finish. Installing Enterprise Console (Server) Note: Nearly all of the dialogs used when installing Halcyon Enterprise Console are identical to those used when Installing Enterprise Console (Server) Common Components. Please refer to this chapter for reference if required. 1. Following the Installation of the Device Manager component, the Welcome to InstallShield for Halcyon Enterprise Console is displayed. Click Next to continue. 2. Enter both the User Name and Company Name for which this installation is intended. 3. Choose the destination location for the Enterprise Console component. Keep the default of %Program Files%\Halcyon\ selected earlier in the installation process or if you changed the location at that point, replicate the same destination location here. 4. At the Setup Type dialog, leave the default setting of Complete highlighted and click Next

14 Configuring SQL, Installing Enterprise Console and Licensing 5. On the Database Server dialog, select the SQL Instance that you are using for Enterprise Console (Server) and supply the associated logon ID and password that you created prior to the installation. (See: Configuring SQL on SQL Server for use with Enterprise Console) 6. Prior to installing the Enterprise Console component, review your choices on the Start Copying Files dialog. Use Back to return to previous screens and amend details otherwise click Next to continue. Note: At this point you may see a reference to a pending reboot note that Halcyon products don t require a system reboot but this is a warning that there is a pending one (maybe for Windows updates or another application). Click Yes to continue. The Enterprise Console component is extracted and installed. 7. The installation of the Enterprise Console component is complete. Click Finish. Installing Enterprise Console (Server) Instant Alert Note: Nearly all of the dialogs used when installing Halcyon Instant Alert are identical to those used when Installing Enterprise Console (Server) Common Components. Please refer to this chapter for reference if required. 1. Following the Installation of the Enterprise Console component, the Welcome to InstallShield for Halcyon Instant Alert is displayed. Click Next to continue. 2. Enter both the User Name and Company Name for which this installation is intended. 3. Choose the destination location for the Instant Alert component. Keep the default of %Program Files%\Halcyon\ selected earlier in the installation process or if you changed the location at that point, replicate the same destination location here. 4. At the Setup Type dialog, leave the default setting of Complete highlighted and click Next

15 Configuring SQL, Installing Enterprise Console and Licensing 5. On the Database Server dialog, select the SQL Instance that you are using for Enterprise Console (Server) and supply the associated logon ID and password that you created prior to the installation. (See: Configuring SQL on SQL Server for use with Enterprise Console) 6. Prior to installing the Instant Alert component, review your choices on the Start Copying Files dialog. Use Back to return to previous screens and amend details otherwise click Next to continue. Note: At this point you may see a reference to a pending reboot note that Halcyon products don t require a system reboot but this is a warning that there is a pending one (maybe for Windows updates or another application). Click Yes to continue. The Instant Alert component is extracted and installed. 7. The installation of Instant Alert is complete. Click Finish. Installing Enterprise Console (Server) Trap Receiver Note: Nearly all of the dialogs used when installing Halcyon Central Configuration Manager are identical to those used when Installing Enterprise Console (Server) Common Components. Please refer to this chapter for reference if required. 1. Following the Installation of the Instant Alert component, the Welcome to InstallShield for Halcyon Trap Receiver is displayed. Click Next to continue. 2. Choose the destination location for the Trap Receiver component of Enterprise Console (Server). Keep the default of %Program Files%\Halcyon\ selected earlier in the installation process or if you changed the location at that point, replicate the same destination location here. 3. Click Install to begin the installation. The Trap Receiver component is extracted and installed. 4. The installation of Tap Receiver is complete. Click Finish

16 Configuring SQL, Installing Enterprise Console and Licensing Completing the installation The installation of all the Enterprise Console (Server) components is now complete. Click Finish to complete the installation. In most cases, you do not need to restart your machine to run this software. The Enterprise Console (Server) applications are now accessible from the Windows Start menu. Windows Authentication If Windows Authentication was selected as part of the installation procedure, (see Step Five on Installing Enterprise Console (Server) Common Components) the following services must be changed to use the Windows logon account: Enterprise Console (Server) installation only: Halcyon Enterprise Server Halcyon Instant Alert Halcyon Network Manager Specifying the Windows Logon Account 1. From Windows Start, type Services.msc in the Search programs and files box. Press <Enter>. 2. Locate and right-click on the required service. From the pop-up menu, select Properties. Select the Log On tab. 3. Select This account and complete the details with the qualified account domain and password. Click OK to confirm. 4. Repeat for the remaining Halcyon services as previously specified. 5. Restart the Halcyon services once the Account Logon details have been entered

17 Configuring SQL, Installing Enterprise Console and Licensing If running Windows 8 or Windows Server 2012 If you are running on Windows 8 or Windows Server 2012, you also need to set the following Halcyon applications to run as an administrator: C:\Program Files (x86)\halcyon\device Manager\DevManager.exe C:\Program Files (x86)\halcyon\enterprise Console\ECConsole.exe C:\Program Files (x86)\halcyon\enterprise Console\ECServOpt.exe C:\Program Files (x86)\halcyon\instant Alert\IABook.exe C:\Program Files (x86)\halcyon\instant Alert\IAServOpt.exe 1. Locate the above files using Windows Explorer, and for each file in turn, right-click and select Properties from the pop-up menu. 2. Select the Compatibility tab and select the Run this program as an administrator. Click Apply to confirm

18 Configuring SQL, Installing Enterprise Console and Licensing Licensing Enterprise Console (Server) You must enter a valid license key before you can start using the Enterprise Console (Server) software. A temporary license key can be obtained from Halcyon Software or your reseller prior to the evaluation of the software. To obtain a trial 30 day license key for the Enterprise Console (Server) - please halcyon.sales.admin@helpsystems.com or contact your local Halcyon Software distributor. See for details. This step licenses Enterprise Console (Server) for use: Note: Before progressing with these instructions, use the copy command from within your program to extract the license code from the sent by Halcyon Software as you will need to paste it into the Enterprise Console Server Options as part of the licensing process. Alternatively, save the file attachment license.hli to a file path and then import it using the Import facility on the Edit License dialog. Manually starting the Instant Alert Server Note: This step only needs completing if you did not enter a license code as part of the installation process. If you have not entered a valid license key as part of the installation you must manually start the Halcyon Instant Alert Server prior to continuing. To manually start the Instant Alert Server: 1. From Windows Start select Control Panel Administrative Tools Services. 2. Scroll down the list to find Halcyon Instant Alert Server. Click this service once so that it is highlighted. 3. From the menu in the top-left hand corner of this dialog click Start the Service. The service starts (status shows as Started). 4. From the menu bar select Action Refresh to ensure that the service has started correctly. 5. Close the Services and Administrative Tools dialogs. To License Enterprise Console (Server) This step licenses Enterprise Console products for use. Enterprise Server Code 1. At the Windows Start menu, select Start All Programs Halcyon Applications Enterprise Console Server Options. 2. An Invalid Enterprise Console License message is displayed. Click OK

19 Configuring SQL, Installing Enterprise Console and Licensing The Product Code dialog is displayed. 3. Enter the required product code when prompted (the machine reference field is pre-populated automatically). 4. Click OK. The Halcyon Enterprise Server Options dialog is displayed with the Licenses tab open. 5. Click Edit to display the Product Code dialog. 6. Click Paste to copy your previously copied license code into the License Code field. The Product, Machine Reference, Product Options and License Details fields change to reflect the terms of the license code entered. Alternatively, click Import to import the license directly from the license.hli file that was sent as an attachment with the The License Details are now displayed. These fields show the License Type, Expiry Date (or Permanent if a permanent license has been purchased), the Monitors included, the Operating System to which the license applies, the number of used/free licenses remaining and the Total Number of Licenses. 8. Click Apply to confirm. On the Settings Saved Successfully dialog click OK. Now click Close. Note: If you click Close without clicking apply you are prompted to Save The Changes You Made? Click Yes to save the changes and close the dialog

20 Basic System Setup Basic System Setup Selecting the Enterprise Server for Instant Alert 1. At the Windows Start menu, select Start Programs Halcyon Applications Instant Alert Server Options. 2. Select Enterprise Server from the left menu panel. 3. Click Select Server. The Select Device dialog is displayed 4. On the Select Device dialog highlight the device displayed (the local device is displayed by default) and click Select. 5. Click OK to confirm and close the Instant Alert Options dialog. The Instant Alert Service restarts. Enterprise Console Password Access 1. At the Windows Start menu, select Start Programs Halcyon Applications Enterprise Console Enterprise Console. Log on with the following user name and password: User Name: Administrator Password: Administrator Note: When you add new users, the user name is assigned as a temporary password the first time the new user logs on. At that point, a prompt is displayed advising the password has expired and a new user password must be entered. Adding a Power/System i to Device Manager 1. At the Windows Start menu, select Start Programs Halcyon Applications Device Manager. 2. From the main menu select Devices Add Device. The Add Device dialog is displayed. 3. Enter the System Name. 4. Enter a Description to identify the device. 5. Use the choice menu to change the Device Type from Workstation to Power/System i. 6. Enter the IP Address of the device. If there are additional network cards installed use Connection Alternative IP Addresses to add all IP Address details 7. Click OK to confirm and add the device. 8. Launch the Enterprise Server Console and log on as Administrator. 9. Select Tools Reload Devices to add the device to the Enterprise Console. Adding the Enterprise Console Device to the Power/System i 1. Log-on to the Power/System i that was previously added using Device Manager. 2. At the Command line type; GO HALCYON. The product main menu is displayed

21 Basic System Setup 3. Select option 42=Configuration Menu. 4. Select option 4=Work with Remote Locations. 5. Press F6=Add to create a new remote location. 6. In the Remote Location field, enter the system name (for example ENTCON) to identify the device as the Enterprise Console. 7. Enter a Description for the Enterprise Console device. 8. Change the System Type from *I5 to *PC. 9. Enter the IP Address of the Remote Location. (This can be found in Enterprise Console Devices Details panel if you are unsure). 10.Press <Enter> to automatically complete entry (setting the Handshake Interval to 5 minutes. This is the connection check period between the local and remote system). Press <Enter> again to add the Remote Location. 11.If you wish, use option 9=Verify to test the connection between the Power/System i and the Enterprise Console. A system message is displayed advising you of the outcome. 12.Press F3=Exit twice to return to the product main menu. Note: Installation and Basic Setup Completed At this point you are now able to set up the monitors, filters and other system conditions required or optionally add a GSM data terminal and additional configuration options: To create a test filter, please refer to the next section; Creating a Test Filter. If SMS messaging is required, read the section; Attaching a GSM Data Terminal (Optional)

22 Basic System Setup Creating a Test TCP/IP Rule It is advisable to create a test rule to ensure that the monitoring functionality is working. For this example you will create a simple rule that checks for a non-existent TCP/IP address and then sends a message to the Enterprise Console. Stop the TCP/IP Monitor 1. Log-on to the Power/System i that was previously added using Device Manager. 2. At the Command line type; GO HALCYON. The product main menu is displayed. 3. Select option 3=Work with Monitors. 4. Against the TCP/IP Monitor select option 4=End. Press <Enter> and <Enter> again to confirm the action. The status changes from Active to Stopped. Use F5=Refresh if the change of status is not immediately apparent. 5. Press F3=Exit to return to the Product main menu. Creating the Rule 1. From the Product main menu select option 5=Work with Rules. 2. Position the cursor against TCP/IP and press F11=Expand. 3. Position the cursor against the Examples group and press F11=Expand again. 4. Position the cursor against the second example listed (900 Check server is active) and select option 1=Insert to open the Add TCP/IP rule display. 5. Leave the Sequence Number as 905 and enter Test TCPIP Rule as the Description. Press Page Down. 6. Select option 2=Change against the rule and press <Enter>. 7. Tab down to Remote Internet Address and enter the IP Address as Enter the Description as Test Device. This name appears in the alert text. Press <Enter>. Press <Enter> again to confirm. 9. Position the cursor under the Actions line and press F6=Add to display the Create TCP/IP Action display. 10.Enter CONSOLE as the Action type. Press <Enter>. 11.Tab down to the System field and press F4=Prompt. From the popup window select the Enterprise Console that you added earlier. Press <Enter>. 12.Leave the remaining fields as their default entries and press <Enter>. Press <Enter> again to add the rule, which now appears in the Examples group as 905 Test TCPIP Rule. 13.Press F12=Cancel to return to the Product main menu

23 Basic System Setup Re-starting the Monitor 1. From the Product main menu select option 3=Work with Monitors. 2. Against the TCP/IP Monitor select option 1=Start and press <Enter>. Press <Enter> again to confirm. The status changes from Stopped to Active. 3. Press F3=Exit to return to the Product main menu. Checking the test result To check that the filter has sent an alert message, launch the Enterprise Server Console and log on as Administrator. The alert raised by the following test filter is displayed as the top item in the Inquiry Alerts section of the Enterprise Console. If the message does not appear please see the following chapter on Troubleshooting

24 Basic System Setup Deleting the test rule 1. Log-on to the IBM i device and at the Command line type GO HALCYON. The Product main menu is displayed. 2. Select option 5=Work with Rules. 3. Using F11=Expand, open the TCP/IP Rule Group so that you can see the 905 Test TCPIP Rule Select option 4=Delete against the rule. Press <Enter>. Press <Enter> again to confirm. The test rule is deleted. 4. Press F12=Cancel to return to the Product main menu

25 Troubleshooting Troubleshooting If IBM i alerts don t arrive into the Enterprise Console as expected, please check the below: Enterprise Console Ensure that the device on which the Enterprise Console is installed has a static IP Address. Check IBM i Device is named correctly in the Device Manager (it must be the same as the actual IBM i system name) and that it has the correct IP Address assigned. Ensure that all IBM i devices IP addresses are added in Device Manager Are there any Firewall restrictions between the IBM i and the PC? Port (+1 for each additional environment on the same partition to which you want to connect) from the Enterprise Console to the IBM i must be open. Is the Windows XP Firewall activated? If so, either turn it off or add the Port exceptions as above. Ensure the Default Filter is not held. (Check this in Start Programs Halcyon Applications Enterprise Console Server Options Filters). Ensure that the IBM i connections are defined correctly. (Check this in Start Programs Halcyon Applications Enterprise Console Server Options General). Port (+1 for each additional environment) must be enabled. Note: When the issue has been resolved, remember to Delete the Test Rule. See Deleting the test rule. Power/System i: Check that Configuration - Work with Remote Locations has an entry for the Enterprise Console device, ensuring that the Enterprise Console Device IP Address, Port (15000), Name and Description details are all present and correct. Ensure that the Halcyon monitors are started. Re-test. If there is still no alert then: 1. Turn on the logging in Enterprise Console Server Options (Start Programs Halcyon Applications Enterprise Console Server Options General) and add Log Informational Messages, Log User Commands, Log Diagnostic Messages and Log Incoming Alert Data. 2. Send another test alert into the Enterprise Console. 3. the HEC.log file (from %Program Files%\Halcyon\Enterprise Console\Server.log to technicalservices@halcyonsoftware.com. Note: When the issue has been resolved, remember to Delete the Test Rule. See Deleting the test rule

26 Configuring Message Sending Configuring Message Sending Attaching a GSM Data Terminal (Optional) Attaching a GSM data terminal to one of your machines allows SMS messages and to be sent (as an action) from the Enterprise Server. The message can be sent to nominated contacts held in the Halcyon Address Book When the software has been installed and the product codes have been entered and accepted: 1. Connect the GSM data terminal cable to a serial port on your machine. 2. At the Windows Start menu, select Start Programs Halcyon Applications Instant Alert Server Options. Select the Interfaces tab and click Add to add the COM port interface name and description to the Message Interfaces list: 3. Click OK. The Instant Alert service is restarted and the GSM data terminal is now active. Note: See EHS6T LAN Configuration Guide for an alternative device setup and configuration options. Attaching and Configuring a NPort (NETGSM) device A NPort device is a small data communications device that allows you to control RS-232 serial devices over a TCP/IP-based Ethernet and can be used as an interface between multiple GSM devices and a server. In order that it is visible, it needs to be set-up as an Instant Alert interface in the same way as a GSM Data Terminal. 1. Connect the NPort device so that it is visible on your network. Note: A quick installation guide for the NPort device can be found at: 2. Connect the GSM device to the NPort. 3. Load the installation CD that came with the NPort device. From the software directory install the appropriate NPort administrator for your operating system, following the on-screen installation instructions. 4. Once installed, from the NPort Administrator - Configuration toolbar select Search. The configuration tool searches your network for NETGSM devices. Once the device has been located it is displayed in the Configuration panel of this display

27 Configuring Message Sending 5. Double-click this device to open the Configuration display. If not already displayed, select the Network tab of this display. To be able to amend the current IP address, click Modify in the top panel to enable the IP Address field. 6. Configure the IP Address settings according to your network (although we recommend the use of a fixed IP address). Click OK to confirm the new settings and close the Configuration display. 7. Double-click the device again, so that it is highlighted, and from the toolbar, click Web. This opens a web configuration page NPort s Web Console from where additional settings can be modified. 8. From the left-hand menu, select Serial Settings Port One and ensure that the Baud rate is set to Click Submit followed by Save/Restart followed by Home. 9. From the left-hand menu, select Operating Settings Port One and ensure that the Operation mode is set to TCP Server. Configure all other settings on this display to match those in figure 4.2 below. Click Submit followed by Save/Restart followed by Home

28 Configuring Message Sending 10.From the left-hand menu, select Auto-Warning Settings and SNMP Trap. The settings on this page allow you to configure the server settings for alerts and SNMP Traps. Enter details as required for your network configuration, specifying the SNMP trap server as the IP Address of the Enterprise Console to which you wish SNMP traps to be sent. Click Submit followed by Save/Restart followed by Home. 11.From the left-hand menu, select Auto-Warning Settings and SNMP Trap. The settings on this page allow you to configure the event types on which you wish to be alerted. For each event type you can select to be notified by mail, trap or both. Alerts are then sent via the server options specified in step 9. Enter details as required for your network configuration. Click Submit followed by Save/Restart followed by Home. The configuration of the NPort NETGSM device is now complete

29 Configuring Message Sending Configuring the NPort NETGSM within Instant Alert 1. At the Windows Start menu, select Start Programs Halcyon Instant Alert Server Options. 2. From the left-hand menu, select Interfaces. Click Add to open the Select Interface to Add dialog. 3. Select the NPort Interface and click OK. The Add Interface dialog is displayed. 4. From the left-hand menu, select Settings. 5. Enter the IP Address of the NPort device as configured previously. Ensure that the Port Number is set to Leave all other settings as default. These can be amended later if required. 6. Click OK to add the NPort Interface. Click OK again to close the Halcyon Instant Alert Options dialog. The Instant Alert service restarts and the NPort interface is now ready for use. You are now ready to configure an server

30 Configuring Message Sending Configuring an server for use with Instant Alert 1. At the Windows Start menu, select Start Programs Halcyon Device Manager. Click the add device icon to display the Add Device dialog. 2. Enter the Name and Description of the server. 3. Select Server as the Device Type. 4. Enter the IP Host/Address of the server. 5. Click OK. The Server is now displayed in the Defined Devices pane of the Halcyon Device Manager dialog. Close the Device Manager. You are now ready to add the server to Instant Alert. Adding the server to Instant Alert 1. At the Windows Start menu, select Start Programs Halcyon Instant Alert Server Options. 2. Select Interfaces from the Options tab. 3. Click Add to display the Select Interface to Add dialog. 4. Select SMTP Interface. Click OK. The Add Interface dialog is displayed. 5. Select Server from the Interface Tab. Click Select Server. The Select Device dialog is displayed. 6. Select the server that you just added. Click Select. The Select Device dialog automatically closes. 7. Click Verify Server to ensure the settings are correct. 8. Click OK. The Add Interface dialog closes. 9. Click OK to confirm. The Instant Alert service restarts. You are now ready to add contacts to the Halcyon Address Book. Adding contacts to the Halcyon Address Book 1. At the Windows Start menu, select Start Programs Halcyon Instant Alert Address Book. 2. Select File Add Contact. On the Details tab, enter the Contact Name and ensure that the Default Message Type has SMS selected. 3. Select the Contact Numbers tab and click Add. Enter the Contact Number and select SMS as the Number Type. The Service Provider field can be left as None. Click OK. 4. Select the Addresses tab and click Add. Enter the address of the contact. Click OK. 5. Click OK to close the dialog. The new contact name is displayed in the Address Book list. 6. Repeat steps 2 to 5 to add further contacts as required

31 Configuring Message Sending Sending a Test Message Use the following steps to send a test message to a contact in the Halcyon Address Book. 1. At the Windows Start menu, select Start Programs Halcyon Instant Alert Message Sender. The Halcyon Message Sender is displayed. 2. Use the choice arrow to display the current contact list. Select a contact. 3. Enter a Message Subject and Message Text. 4. Click the icon to initiate an message. The icon is highlighted. 5. Click the phone icon to initiate an SMS Message. The icon is highlighted. 6. Click Send Message to send the test message. Note: It is advisable to carry out two separate tests on both and SMS messaging to ensure success across both communication methods. Note: Setup and testing of basic filters and messaging is now completed

32 Configuring Message Sending EHS6T LAN Configuration Guide EHS6T LAN Configuration Guide Overview Gemalto's Cinterion EHS6 Terminal is a simple plug-and-play 3G M2M connectivity device that connects using wireless technology. Note: The following screen shots may vary depending on the firmware level of the device being installed. Initial Configuration 1. Connect an Ethernet cable from the EHS6T modem to a PC that is configured for DHCP and connect the power cable to the device. 2. Open a browser on the PC and browse to Login to the OpenWrt webpage (default user is root, password leave blank) 4. Select Network -> Interfaces from the menu: 5. Click Edit on the LAN interface to modify the network settings:

33 Configuring Message Sending EHS6T LAN Configuration Guide 6. Enter the correct IPv4 Address, netmask and gateway: 7. Scroll down and tick the box for Ignore Interface within the DHCP Server section: 8. Click Save. 9. Scroll back up to the menu and select Network -> Interfaces from the menu: 10.For each of the remaining networks listed (Everything other than LAN) perform the following: Click Edit against the Network interface

34 11.Click on Advanced Settings then uncheck the Bring up on boot option: 12.Click Save then move on to the next interface and perform the same process. 13.Once all remaining interfaces have been disabled, scroll back up to the menu and select System -> Startup from the menu. 14.Scroll down until you find an entry called smstools3, click on the Enabled button to the right of the text to disable this application. You will know that the application has been disabled as the Enabled button will change to Disabled: 15.Finally, click on the UNSAVED CHANGES box at the top of the screen: 16.On the following screen click Save & Apply: This will save the changes to the configuration and reboot the device. You will now be able to connect the modem to your network and access it via the new IP Address.

35 Configuring Message Sending EHS6T LAN Configuration Guide Modem Timeout To enable a timeout on the modem s telnet server (port 1234) you will need to telnet/ssh onto the device then run the following command: sed -i 's/1234:telnet:0/1234:telnet:30/g' /etc/ser2netehsfw-0.01.conf This command will enable a 30 second timeout. If you need to disable the timeout you can use this command: sed -i 's/1234:telnet:30/1234:telnet:0/g' /etc/ser2netehsfw-0.01.conf Then reboot the device. Device Password If you would like to protect the device from unauthorized changes you will need to setup a password to access the device. 1. Select System -> Administration from the menu: 2. Look for the section titled Router Password and enter a new password into both the Password and Confirmation boxes: 3. Scroll to the bottom of the page and select 4. Once the password has been set it will then be required to access the web admin pages. In addition, the telnet server is disabled and the SSH server is activated which requires the username root plus the password you have defined to login

36 Installing Enterprise Console Client From HECClientSetup.exe download: Installing Enterprise Console Client This routine allows you to install additional copies of the Enterprise Console so that you can view alerts from any PC (subject to minimum system requirements) on your network. From HECClientSetup.exe download: Download the latest version of the Enterprise Console - Client from: downloads 1. Once the download is complete, navigate to and run HECClientSetup.exe to begin with the Enterprise Console (Client) installation. 2. Choose the installation language from the drop-down menu. Click Next. 3. On the Welcome To InstallShield Wizard for Halcyon Enterprise Console (Client) dialog click Next to continue. 4. To progress with the Enterprise Console (Client) installation, the End User License Agreement must be accepted. Read the licence agreement carefully and if you agree to the terms and conditions set out in the licence, select I accept the terms of the end user license agreement and click Next to continue. Note: To generate a hard copy of the license agreement for your own records, click Print. 5. At the Setup Type dialog, select Complete. The Enterprise Console (Client) installation routine now installs: Halcyon Common Components (see Installing Enterprise Console (Server) Common Components for instructions) Halcyon Enterprise Console (see Installing Enterprise Console (Server) for instructions) Once these components have been installed, click Finish to complete the installation Accessing the main Enterprise Server from the Client To access the Enterprise Console you must select Options on the Log In dialog and enter the IP address of the server on which the main copy of Enterprise Console is running. You must also use a valid user ID that pre-exists in the database

37 Contacting Halcyon Software Company Information Company Information Contacting Halcyon Software Head Office Halcyon - A division of HelpSystems 5 The Forum Minerva Business Park Lynch Wood Peterborough Cambridgeshire United Kingdom PE2 6FT Tel: +44 (0) For details of your local office or reseller, please visit and access the Contact Us, Support or Partners options. You can also us directly at the following addresses: Technical Support:support.halcyon@helpsystems.com

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