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Room Agent™. Quick Start Guide. Room Scheduling Software. Room Scheduling Software for TouchLink Scheduling Panels. 68-2800-01 Rev. P. 05 20 ...
Quick Start Guide Room Scheduling Software Room AgentTM Room Scheduling Software for TouchLink® Scheduling Panels 68-2800-01 Rev. P 05 20 Conventions Used in this Guide Notifications In this user guide, the following are used: NOTE: A note draws attention to important information. Software Commands NOTE: For commands and examples of computer or device responses mentioned in this guide, the character "0" is used for the number zero and "O" represents the capital letter "o". Computer responses and directory paths that do not have variables are written in the font shown here: Reply from 208.132.180.48: bytes=32 times=2ms TTL=32 C:\Program Files\Extron Variables are written in slanted form as shown here: ping xxx.xxx.xxx.xxx --t SOH R Data STX Command ETB ETX Selectable items, such as menu names, menu options, buttons, tabs, and field names are written in the font shown here: From the File menu, select New. Click the OK button. Extron Glossary of Terms A glossary of terms is available at www.extron.com/technology/glossary.aspx. Copyright © 2015-2020 Extron Electronics. All rights reserved. www.extron.com Trademarks All trademarks mentioned in this guide are the properties of their respective owners. The following registered trademarks (®), registered service marks (SM), and trademarks (TM) are the property of RGB Systems, Inc. or Extron Electronics (see the current list of trademarks on the Terms of Use page at www.extron.com): Registered Trademarks (®) Cable Cubby, ControlScript, CrossPoint, DTP, eBUS, EDID Manager, EDID Minder, Extron, Flat Field, FlexOS, Glitch Free, Global Configurator, Global Scripter, GlobalViewer, Hideaway, HyperLane, IP Intercom, IP Link, Key Minder, LinkLicense, LockIt, MediaLink, MediaPort, NAV, NetPA, PlenumVault, PoleVault, PowerCage, PURE3, Quantum, ShareLink, Show Me, SoundField, SpeedMount, SpeedSwitch, StudioStation, System INTEGRATOR, TeamWork, TouchLink, VLock, VideoLounge, VNMatrix, VoiceLift, WallVault, WindoWall, XPA, XTP, XTP Systems, and ZipClip Registered Service Mark(SM) : S3 Service Support Solutions Trademarks (TM) AAP, AFL (AccuRate Frame Lock), ADSP (Advanced Digital Sync Processing), AutoImage, AVEdge, CableCover, CDRS (Class D Ripple Suppression), Codec Connect, DDSP (Digital Display Sync Processing), DMI (Dynamic Motion Interpolation), Driver Configurator, DSP Configurator, DSVP (Digital Sync Validation Processing), eLink, EQIP, Everlast, FastBite, Flex55, FOX, FOXBOX, IP Intercom HelpDesk, MAAP, MicroDigital, Opti-Torque, PendantConnect, ProDSP, QSFPC (QuickSwitch Front Panel Controller), Room Agent, ScopeTrigger, SIS, Simple Instruction Set, SkewFree, SpeedNav, TripleAction Switching, True4K, True8K, VectorTM 4K, WebShare, XTRA, and ZipCaddy Contents Quick Start Guide.................................................. 1 Discover Panels................................................... 1 Add New Touchpanels......................................... 1 Touchpanel Setup................................................ 2 Update Firmware................................................. 3 Panel Configuration............................................. 5 Microsoft® ExchangeTM.................................... 5 Microsoft Office 365TM..................................... 5 Google CalendarTM.......................................... 6 Ad Astra®......................................................... 6 CollegeNET 25Live.......................................... 8 EMS................................................................ 9 Rendezvous by NFS...................................... 11 Panel Configuration with Exchange, Office 365, or Google Calendars........................................ 13 Set Up a Service Account.................................. 15 Edit a Service Account...................................... 18 Google Calendar Authentication........................ 19 Authenticate a Device to Google........................ 21 Room Agent Room Interface Design...................................... 22 Layout Tab........................................................ 22 Background Tab................................................ 23 Date & Time Tab................................................ 24 Panel Message Tab........................................... 24 Room Occupancy Tab....................................... 25 Wiring Diagrams................................................ 26 Control.......................................................... 26 Relay (Normally Closed)................................. 26 Relay (Normally Open)................................... 26 Room Agent · Contents iii Room Agent · Contents iv Quick Start Guide Start the program. Discover Panels Room Agent opens to the Panel Management view. If the program does not open to this view, click on the Panel 1 Management tab at the top. 1. Click Discover (1). Touchpanels located on the same subnet are automatically discovered and displayed. During the discovery process, the label on the button changes to Stop Discovery. 2. When all of the touchpanels are displayed, click Stop Discovery to end the search. Add New Touchpanels NOTE: Use the Manually Added Panels section of the Panel Management tab to add any touchpanels not on the same subnet. 1. Click Add New (1). The Add New Panel dialog box (2) opens. 2. Enter the IP address or host name and the password for the unit. The new touchpanel is added to the Manually Added Panels section. 2 1 Room Agent · Quick Start Guide 1 Touchpanel Setup Set up each touchpanel as follows: Click Setup (1) in the row for the touchpanel that is being configured. 1 The Panel Connection dialog box opens. If required, enter the touchpanel password (1). The default password on touchpanels shipped from Extron is extron (all lower case). Click Connect (2). 1 2 The Device Management dialog box opens with the Communication Settings tab (1) open. 1 Confirm that the network settings for the touchpanel are correctly configured and 2 make any necessary changes. NOTES: To configure a touchpanel with a static IP address: · Ensure DHCP is unchecked. · If you are using a host name for the exchange server, you must 3 provide the DNS server address. All panels are password protected. The factory configured passwords for all accounts on this device have been set to the device serial number. Passwords are case sensitive. NOTE: If the device is reset to default settings, the password resets to the default password configuration, which is extron (for either admin or user). Extron strongly recommends that you change the password for the touchpanel. 1. Select Change Touch Panel Password (2). 2. Enter and confirm the new password. 3. When all changes have been made, click OK (3). The Device Management dialog box closes. Room Agent · Quick Start Guide 2 The General Setting tab (1) allows the touchpanel hardware settings, including Brightness (2), Sleep Mode (3), and Audio (4) levels to be changed. Timezone (5) and clock synchronization (6) settings can also be set within this tab. NOTE: Touchpanels support clock synchronization using either the Calendar server or NTP server. 2 3 5 6 1 4 When all changes have been made, click 7 OK or Cancel (7). · Cancel closes the dialog box without saving the changes. · OK saves the changes and closes the dialog box. Once all the touchpanels are set up, the address, name, and firmware information is displayed, as shown in the figure to the right. Update Firmware NOTE: · When you update the Room Agent software, the latest version of the touchpanel firmware is packaged with it and saved on your PC. · For TLS panels, Extron recommends using firmware version 1.12.0001-b001 or later. · For TLP Pro panels, Extron recommends using firmware version 2.11.0002-b001 or later. 1 1. Open the Panel Management view in Room Agent. 2. Click Update Firmware (1). Room Agent · Quick Start Guide 3 The Update Firmware dialog box opens. 1. Click Browse (1) in the row for your touchpanel model. 2. Navigate to the location where the firmware file has been saved and select the file. 3. Select the checkbox next to the touchpanel unit being updated with firmware (2). If more than one unit is being updated with the same firmware, check the boxes for all the units that apply. After a firmware file has been selected for the touchpanel model and the checkbox is selected for the unit, the Update Firmware button (3) becomes enabled. 4. Click Update Firmware. The Status column (1) shows the progress of the firmware update. The status (1) changes to Updated, when the firmware has been successfully updated. Click Close (2) to finish. Room Agent · Quick Start Guide 4 Panel Configuration Click Panel Configuration (1). Click the Select a Calendar Type drop-down list (2) and select one of these options: 2 1 · Ad Astra® (see below) · CollegeNET 25Live (see page 7) · EMS (see page 8) · Google CalendarTM (see page 11) · Microsoft® ExchangeTM (see page 14) · Microsoft Office 365TM (see page 20) · Rendezvous by NFS (see page 26) Ad Astra® NOTE: To run the Ad Astra calendar type, the touchpanels must have firmware version 1.12.0001-b001 (or later) installed. 1. Select Ad Astra® from the Select a Calendar Type drop-down list(1). 2. Select a protocol (http:// or https://) (2). If you use https:// the Proxy Server must be setup as "TLS Pass Through". This is required for the TLS to validate the calendar server's SSL certificate (see Setting up a Proxy Server). 3. Enter the name of the server (3). 4. Select a SSL Certificate preference (Trusted CA Signed SSL Certificate (Default) or No Verification of SSL Certificate) (4). The column headings available for Ad Astra in Room Agent are: Status -- Use this check box to select individual panels for configuration. IP Address -- This cell contains the IP address of the touchlink panel. Host Name -- The host name is a fully qualified domain name that uniquely identifies the computer. It is required for the computer to communicate with other devices on the network. Room Name -- This is the name that appears on the touchscreen, once it is configured. User Name -- This is the user name that is used to log into the Ad Astra web interface. Room Agent · Quick Start Guide 5 Password -- This is the password that is used to log into the Ad Astra web interface. Customer Name -- This is listed on the Ad Astra web page. In the Main menu bar, select Settings > People. From the People List (1), select the required name. This is the Customer Name and should be copied and pasted to ensure it is an exact match. Space Name -- This is listed on the Ad Astra web page. In the Main menu bar, select Settings > Rooms. From the Room List (1), select the required name. This is the Room Name and should be copied and pasted to ensure it is an exact match. Event Type -- This is listed on the Ad Astra web page. In the Main menu bar, select Events > Event Types. From the Master List (1), select the required name. This is the Event Type and should be copied and pasted to ensure it is an exact match. Language -- Select an option from the Language drop-down list. By default, the language is English. Button Sound -- Select an option from the Button Sound drop-down list. The options are Off and On. Button sound provides audible feedback when buttons are pressed on the touchpanel. By default, it is set to On. Panel Design-- The layout of the panel can be configured using the Panel Design tab. You can select one of the saved panel design files from this dropdown list. Room Agent · Quick Start Guide 6 CollegeNET 25Live 1. Select CollegeNET 25Live from the Select a Calendar Type drop- down list(1). 2. Enter the name of the 25Live server in the Server field (2). In the example shown it is https://25live. 1 2 collegenet.com/partners/. If you use https:// the Proxy Server must be setup as "TLS Pass Through". This is required for the TLS to validate the calendar server's SSL certificate (see Setting up a Proxy Server). Status -- Use this check box to select individual panels for configuration. IP Address -- This cell contains the IP address of the touchlink panel. Host Name -- The host name is a fully qualified domain name that uniquely identifies the computer. It is required for the computer to communicate with other devices on the network. Room Name -- enter the name that is displayed on the touchpanel. User ID and User Password -- enter the ID and password for an account that has access to the 25Live webservices link. This is typically an administrator account. Space Name --enter the name that is displayed as the meeting information on the touchpanel. It must match exactly the Space Name setup up on the 25Live server. This field must match exactly the name set up on the 25Live server. Check the name by searching for the Formal Name (1) in the Locations section of 25Live. Event Type --enter the appropriate name for the event type to be used by the touchpanel. These are created by the 25Live administrator. Event types in 25Live may have different requirements, such as head counts, features, or registrations, when creating bookings. These requirements are not applicable to ad hoc events. Verify the options in the 25Live webpage. 1. Select the Events tab (1). 2. Select the Types EDIT link (2). 1 1 2 Room Agent · Quick Start Guide 7 The requirements for these events are not recognized by Room Agent. For an Event Type to correctly coordinate with Room Agent, it cannot have any requirements other than the Space Name and Event Type. Extron recommends using Ad Hoc as an Event Type, but you can create your own on the 25Live server. Language -- Select an option from the Language drop-down list. By default, the language is English. Button Sound -- Select an option from the Button Sound drop-down list. The options are Off and On. Button sound provides audible feedback when buttons are pressed on the touchpanel. By default, it is set to On. Panel Design-- The layout of the panel can be configured using the Panel Design tab. You can select one of the saved panel design files from this dropdown list. EMS 1. Select EMS (1) from the Select a Calendar Type drop-down list(1). 2. Select a protocol (http:// or https://) (2). If you use https:// the Proxy Server must be setup as "TLS Pass Through". This is required for the TLS to validate the calendar server's SSL certificate (see Setting up a Proxy Server). 3. Enter EMS server address (3). The column headings available for the EMS panel lists are: Status -- Use this check box to select individual panels for configuration. IP Address -- This cell contains the IP address of the touchlink panel. Host Name -- The host name is a fully qualified domain name that uniquely identifies the computer. It is required for the computer to communicate with other devices on the network. Room Name -- Enter the room name displayed on the touchpanel. Room Agent · Quick Start Guide 8 Space Name -- This must be the same as the space listed in the EMS server (see Space Name, below). The exact space name can be found using the EMS Desktop Client. NOTE: The list of rooms must be created by the EMS administrator prior to appearing in the EMS Desktop Client. If there are any issues getting a Room Name, please contact your EMS administrator. 1. Open the EMS Desktop Client. 2. Select Configuration. 3. Select Facilities. 4. Click Rooms. 5. In the Rooms popup, enter filter options (for example the building name) to shorten the list of room names. The correct Space Name should appear in the Room Name column (1). Event Type Name -- This is the event type to be used for ad hoc meetings booked on behalf of the scheduling panel. The EMS server requires a template name or Event Type, when a new meeting is booked. This information can be obtained from the EMS Desktop Client. NOTE: The list of Event Types must be created by the EMS administrator prior to appearing in the EMS Desktop Client. If there are any issues getting an Event Type, please contact your EMS administrator. 1. Open the EMS Desktop Client. 2. Select Configuration. 3. Select Other. 4. Click Event Types. The Event Types popup lists the event types that can be used on the server. In this example, ad hoc is the appropriate Event Type name (1). Room Agent · Quick Start Guide 9 Client ID -- This is a unique client ID generated by EMS to use the API. It grants a secure point for the panels to communicate with the server. NOTE: You may use the default EMS Web Application ID or a new client can be created in the administrator console. The new client must be created by an EMS administrator. 1. Log in to the administrator console. 2. Select Integrations (1). 3. Select the appropriate web client. In this example, the default is shown (1). The Client ID listed (1) is the one required by Room Agent. Client Secret -- This is a number generated by the EMS web site, which is required for secure communication between the touchpanels and the EMS calendar server. 1. Click Reset Secret (see 2, in the figure above, right). 2. A pop-up opens, warning This action is permanent. Would you like to continue? Click OK. 3. The Client Secret is displayed (it is blurred out in the image at right). 4. Copy the Client Secret into the Panel Configuration page. NOTE: This is the only time this code is displayed. You must copy it now and store it in a safe location to continue using it. Language -- Select an option from the Language drop-down list. By default, the language is English. Room Agent · Quick Start Guide 10 Button Sound -- Select an option from the Button Sound drop-down list. The options are Off and On. Button sound provides audible feedback when buttons are pressed on the touchpanel. By default, it is set to On. Panel Design-- The layout of the panel can be configured using the Panel Design tab. You can select one of the saved panel design files from this dropdown list. Google CalendarTM Google Calendar allows you to have multiple devices using the same calendar or multiple calendars. When you use Google, Microsoft Exchange, or Office 365 calendars, you can create private meetings. For these meetings, the subject title defaults to Private Meeting and the meeting organizer is hidden. When you use the https:// protocol to connect to the calendar server, the Proxy Server must be setup as "TLS Pass Through". This is required for the TLS to validate the calendar server's SSL certificate (see Setting up a Proxy Server). Before connecting a device to the Google calendar, you must have downloaded a JSON file (see Authenticate a Device to Google on page 13 on page 9). 1. Select Google CalendarTM (1). 2. Select a touchpanel and click Authenticate a Device (2) to connect to the calendar that will be associated with that touchpanel (see Authenticate a Device to Google on page 13 ). 3. (Optional) Click View all available accounts (3), which opens a dialog box that shows all the Google accounts providing the calendars. The following column headings appear in the lists of panels: Status -- Use this check box to select individual panels for configuration. IP Address -- This cell contains the IP address of the touchlink panel. Host Name -- The host name is a fully qualified domain name that uniquely identifies the computer. It is required for the computer to communicate with other devices on the network. Room Agent · Quick Start Guide 11 Room Name -- This is the name that appears on the touchscreen, once it is configured. Google Account -- Google Calendar allows you to use multiple calendars. Select the account that is being used for that touchpanel. Account Calendar -- Select the calendar for the account that is being used (see Google Calendar Overview). Language -- Select an option from the Language drop-down list. By default, the language is English. Button Sound -- Select an option from the Button Sound drop-down list. The options are Off and On. Button sound provides audible feedback when buttons are pressed on the touchpanel. By default, it is set to On. Panel Design-- The layout of the panel can be configured using the Panel Design tab. You can select one of the saved panel design files from this drop-down list. Google Calendar Authentication NOTE: As of June 2016 this information is correct. However, this site is not controlled by Extron and may change. 1. To obtain the JSON file, visit Google Developers console for a Google Calendar API: https://console.developers. google.com/flows/ enableapi?apiid=calendar. 2. From the drop-down menu, select Create a Project and click Continue. 3. Click Go to Credentials. The Credentials page opens. 4. From Which API are you using? (1), select Calendar API. 5. From Where will you be calling the API from? (2), select Other UI (e.g. Windows, CLI tool). 6. From What data will you be accessing? (3), select User data. 7. Click What Credentials do I need? (4). Room Agent · Quick Start Guide 12 The second Credentials page opens. 8. Enter a name and click Create client ID (1). The Set up the OAuth 2.0 consent screen fields open up. 9. Enter the Email address used to access Google Calendar (1). 10. Enter a Product name shown to users (2). 1 11. Click Continue (3). 2 3 Your Client ID is shown in the Download credentials field (1). 12. Click Download (2) to save 1 the JSON file. This is required to authenticate the device. 13. Click Done (3). 2 3 Authenticate a Device to Google 1. In the Panel Configuration tab, select Google Calendar (1) and select a touchpanel. 2. Click Authenticate a Device (2). The Authenticate a Device to Google dialog box opens (3). 3. Browse (4) to the location of the JSON file saved in step 12, above. 4. Enter the Google Account name (5). This can be any character string that allows you to identify the account. 5. Click Next (6). Room Agent · Quick Start Guide 13 The new account is added to the list of available accounts and can be viewed by either of the following methods: · By clicking View all available accounts at the top of the Panel Configuration tab. · By clicking on the Google Account cell of any of the panels listed on the Panel Configuration tab. A drop-down list shows the available accounts. Microsoft® ExchangeTM NOTE: Room Agent provides an additional feature when you use the Microsoft Exchange or Office 365 calendars. In the Panel Design Layout Tab (see page 20), the drop-down lists contain an additional Custom Field option, which displays up to 50 characters from the body of the meeting invitation. 1. Select Microsoft Exchange from the Select a Calendar Type drop- down list(1). 2. Click Discover Server (2) to search for the Microsoft Exchange server. 3. Select a protocol (http:// or https://) (3). If you use https:// the Proxy Server must be setup as "TLS Pass Through". This is required for the TLS to validate the calendar server's SSL certificate (see Setting up a Proxy Server). 4. Click Server (4) and enter the address of the server. 5. Select whether the SSL Certificate is verified (5). 6. Select the checkbox to Enable Service Account (6). 12 3 4 5 6 Room Agent · Quick Start Guide 14 If you click Discover Server but Room Agent cannot discover the server automatically, a dialog box opens. Enter your email credentials. NOTES: · With Microsoft Exchange, each conference room is assigned a unique Room Mailbox. This is a special type of mailbox that is restricted so that it cannot be used for interactive logons (the ability to send or receive emails). · The fully qualified domain name (name@domain.com) must be entered as the user ID. · As part of the Room Agent configuration process, the Microsoft Exchange user ID and password for each room are entered by the administrator and sent as part of the configuration file to the panel. No other user IDs or passwords are used. · The administrator can choose to save the panel configurations, including the panel passwords, on their PC. This file is password protected. The following column headings appear in the lists of panels: Status -- Use this check box to select individual panels for configuration. IP Address -- This cell contains the IP address of the touchlink panel. Host Name -- The host name is a fully qualified domain name that uniquely identifies the computer. It is required for the computer to communicate with other devices on the network. Room Name -- This is the name that appears on the touchscreen, once it is configured. Room User ID -- enter the ID for an account that has access to the Microsoft server. This is typically an administrator account. Room Agent · Quick Start Guide 15 Room User Password -- enter the password for an account that has access to the Microsoft server. This is typically an administrator account. Language -- Select an option from the Language drop-down list. By default, the language is English. Button Sound -- Select an option from the Button Sound drop-down list. The options are Off and On. Button sound provides audible feedback when buttons are pressed on the touchpanel. By default, it is set to On. Panel Design-- The layout of the panel can be configured using the Panel Design tab. You can select one of the saved panel design files from this drop-down list. Set Up a Service Account Service accounts, using Impersonation, allow the user to manage multiple touchpanels from a single account. When passwords are updated, only the service account password needs to be changed, not the passwords for all the individual touchpanels in the account. To set up a service account: 1. Check the Enable Service Account checkbox (see Enable Service Account on page 14). NOTE: Two of the column headings are renamed: · Room User ID becomes Service Account (3). · Room User Password becomes Room Resource Account (4). The Service Account Support dialog opens: 2. Click Yes. The dialog closes and the Service Account Manager button appears in the Panel Configuration tab (see 2, in the figure above). 3. Click Service Account Manager. Room Agent · Quick Start Guide 16 The Service Account Manager dialog opens with the Assign Service Account tab selected: 4. Enter a Service Account Email (1). 5. Enter a Service Account Password (2). If you select the Show Password checkbox (3), the characters of the password are visible. If you do not select the checkbox, the characters are masked (as shown in the figure at right). 6. Click Add (1). The Service Account Email is added to the Service Account dropdown list (1). If required, additional service accounts can be created and added to the list. To assign one or more touchpanels to a service account: 1. Select the checkbox next to each of those touchpanels (2). 2. Ensure that the correct service account is selected from dropdown menu. 3. Click Assign (3). The service account name appears next to the selected touchpanels (1). If you wish to assign other touchpanels to another service account, repeat steps 1-3, above. Once all the touchpanels are assigned as required, click Close (2). Room Agent · Quick Start Guide 17 In the main Panel Configuration screen, the service account associated with each panel is now shown. Once one or more service accounts have been added, using the Service Account Manager, you can add the service account from the main Panel Configuration screen. Click on the Service Account cell for the appropriate touchpanel. A dropdown menu is now accessible, listing all the available Service Accounts. NOTE: In the main Panel Configuration screen you can add only one touchpanel at a time to a specific service account. In the Service Account Manager, you can select multiple touchpanels and add them all to a service account simultaneously. Enter the room email address in the Room Resource Account column. NOTE: You can assign some touchpanels in your system to service accounts and other touchpanels can be individually configured. However, Extron recommends that the system configurations used to save touchpanels associated with service accounts should be separate from those used to save individually configured touchpanels. Enable service account After setting the calendar, the Enable Service Account checkbox (1) appears. You have the option to configure each panel individually or to set up a service account. This is useful in systems where passwords are changed on a regular basis: instead of resetting passwords for multiple individual panels, you need only reset the passwords of one or a few service accounts (see Set Up a Service Account on page 16). Room Agent · Quick Start Guide 18 Edit a Service Account 1. In the Panel Configuration view, click Service Account Manager. 2. Click the Edit Service Account tab. All the available service accounts are listed. 3. To delete an account, click on the account. Click the delete button for that row (1). 4. To change the password for an account, click on the cell containing the password and highlight the masked characters (2). NOTE: The password is masked and cannot be unmasked in this view. 5. Delete the password. Once the password is deleted, you can toggle between Hide or Show (3) to mask or unmask the characters. 6. Click Close (4) to save the changes and exit the Service Account Manager dialog. Room Agent · Quick Start Guide 19 Microsoft Office 365TM NOTE: Room Agent provides an additional feature when you use the Microsoft Exchange or Office 365 calendars. In the Panel Design Layout Tab (see page 20), the drop-down lists contain an additional Custom Field option, which displays up to 50 characters from the body of the meeting invitation. When you use Google, Microsoft Exchange, or Office 365 calendars, you can create private meetings. For these meetings, the subject title defaults to Private Meeting and the meeting organizer is hidden. NOTE: Microsoft is planning to end single-factor authorization in Oct 2020 and will be moving to 2-factor authorization (OAuth). To use Room Agent with Office 365 and OAuth, your system administrator must provide you with the "Tenant ID" and "Client ID" for you Azure AD App Registration. To obtain the Tenant ID and Client ID and to use them to configure Room Agent, see OAuth for Office 365. If you choose, Microsoft Office 365, the address of the server is discovered automatically. The server address and protocol cannot be altered. To use the https:// protocol to connect to the Microsoft Office 365, the Proxy Server must be setup as "TLS Pass Through". This is required for the TLS to validate the calendar server's SSL certificate (see Setting up a Proxy Server). The following column headings are available with Microsoft Exchange: Status -- Use this check box to select individual panels for configuration. IP Address -- This cell contains the IP address of the touchlink panel. Host Name -- The host name is a fully qualified domain name that uniquely identifies the computer. It is required for the computer to communicate with other devices on the network. Room Name -- This is the name that appears on the touchscreen, once it is configured. Room Agent · Quick Start Guide 20 OAuth Credentials -- This is the name that was used when the device was authenticated to Office365 (see Assigning OAuth Credentials to Room Agent). Account Calendar -- This is the account that provides authorization for Room Agent to access the calendar (see Assigning OAuth Credentials to Room Agent). Language -- Select an option from the Language drop-down list. By default, the language is English. Button Sound -- Select an option from the Button Sound drop-down list. The options are Off and On. Button sound provides audible feedback when buttons are pressed on the touchpanel. By default, it is set to On. Panel Design-- The layout of the panel can be configured using the Panel Design tab. You can select one of the saved panel design files from this drop-down list. OAuth for Microsoft Office 365 There are three steps to this process: · Obtaining OAuth Credentials · Assigning OAuth Credentials to Room Agent · Assigning OAuth Credentials to Touchpanels Obtaining OAuth Credentials NOTE: Microsoft is planning to end single-factor authorization in Oct 2020 and will be moving to 2-factor authorization (OAuth). To obtain OAuth credentials by two-factor authorization, follow these steps. 1. Go to https://portal.azure.com/. 2. Click Azure Active Directory (1). Room Agent · Quick Start Guide 21 The Overview page for your organization opens. 3. Click App registrations (1). The App registrations page opens. 4. Click New registration (1). The Register an application page opens: 5. Provide a Name for the App (1). This can be edited later. 6. Check the radio button to select from the Supported account type (2). This determines who can use the app or access the API. 7. (Optional) Provide a Redirect URI (3). 8. Click Register (4). Room Agent · Quick Start Guide 22 The page for your new app opens: 9. Make a note of the Application (client) ID (1) and the Directory (tenant) ID (2). You will need these to access the calendar from Room Agent. The values have been blurred out in this image. 10. Click View API permissions (3). The API permissions page for your app opens: 11. Click Add a permission (1). The Request API permissions page opens 12. Scroll to the Supported legacy APIs at the bottom of the page. 13. Click Exchange (1). Room Agent · Quick Start Guide 23 The Request API permissions page opens. 14. Click Delegated Permissions (1). A list of permission categories opens. 15. Click Calendars (1). The menu expands to show several Calendars options. 16. Select the Calendars.ReadWrite. All check box (2). 17. Click Add Permissions (3). Assigning OAuth Credentials to Room Agent NOTE: Microsoft is planning to end single-factor authorization in Oct 2020 and will be moving to 2-factor authorization (OAuth). 1. Open Room Agent and select the Panel Configuration tab. 2. From the drop-down list of calendars, select Microsoft Office 365 (1). 3. Click Add Credentials (2). Room Agent · Quick Start Guide 24 The Authenticate a device to Office 365 dialog box opens. 4. Provide a Name for the Credentials (1). 5. Enter the Client ID (2) and Tenant ID (3), which were obtained in step 9 (see page 23) of the previous section. 6. Click Get Code (4). The dialog displays a QR and a code. 7. Scan the code or enter www. microsoft.com/devicelogin into a browser. The Microsoft website opens: 8. Enter the code obtained in steps 6 and 7, above. 9. Click Next. 10. Select an account that will provide authorization for Room Agent to read its calendar. The Microsoft website confirms that the OAuth process is complete. The Room Agent Authenticate a device to Office 365 dialog box also confirms that the credentials have been authenticated. Room Agent · Quick Start Guide 25 Assigning OAuth Credentials to Touchpanels In the Panel Configuration tab, make sure that the OAuth Credentials (1) match the name given when you authenticated the device to Office 365 in step 6 on page 25. Make sure the Account Calendar was the one selected in step 10. Rendezvous by NFS 1. Select NFS (1) from the Select a Calendar Type drop-down list(1). 2. Select a protocol (http:// or https://) (2) 3. Enter the name of the NFS server in the Server field (3). The column headings for NFS are: Status -- Use this check box to select individual panels for configuration. IP Address -- This cell contains the IP address of the touchlink panel. Host Name -- The host name is a fully qualified domain name that uniquely identifies the computer. It is required for the computer to communicate with other devices on the network. Room Name -- This is the name that appears on the touchscreen, once it is configured. User Name -- this is the user name for an account with access to the NFS server. It is typically an administrator account. NOTE: The password and User ID are both provided by an NFS administrator. These are API credentials that may be the same as the web page login credentials but this is not required. Password -- this is the password for the account with access to the NFS server. Room Agent · Quick Start Guide 26 User ID -- this is a field assigned to the user by NFS and required for booking events from a panel. The User ID can be a name, such as "Extron User" or it can be an email address. Log on to the NFS server. The User ID is shown in the top right corner (4). Resource Name -- this field must match exactly the name set up on the NFS server. Check the name by searching for the resource in the NFS server setup. To find an existing resource: 1. Log on to the NFS server and click Diary (1). 2. Choose a resource group from the drop-down list (2). A list of resources in the selected group or groups is shown (3). To add a new resource 1. Click Administration. 2. Select the Resource Management tab. 3. Select Resource 4. Click Add New Resource. Select the required options from the dropdown lists: Language -- Select an option from the Language drop-down list. By default, the language is English. Button Sound -- Select an option from the Button Sound drop-down list. The options are Off and On. Button sound provides audible feedback when buttons are pressed on the touchpanel. By default, it is set to On. Panel Design-- The layout of the panel can be configured using the Panel Design tab. You can select one of the saved panel design files from this drop-down list. Room Agent · Quick Start Guide 27 Setting up a Proxy Server If you use the https:// protocol to connect to the calendar server, the Proxy Server must be setup as "TLS Pass Through". This is required for the TLS to validate the calendar server's SSL certificate. Before Starting Your proxy server administrator must provide you with the following information: · Proxy Server IP Address/ Hostname This tells the TLS how to find the proxy server. · Proxy Server IP Port This tells the TLS how to connect to the proxy server. · Protocol(s) (http:// or https://) This tells the TLS what kind of traffic to send through the proxy server. · Proxy Username The username needed to be allowed through the proxy server. · Proxy Password The password needed to be allowed through the proxy server. Setting Up the Proxy Server 1. Click the Proxy Setup button in the top right corner of the Panel Configuration tab. It does not appear until you have selected a Calendar Type. The Proxy Settings dialog box opens: 2. Enter the information collected from the proxy server administrator (see Before Starting). Room Agent · Quick Start Guide 28 Troubleshooting: If your TouchLink screen cannot communicate to the calendar server through the proxy server, check the following: · Can the TouchLink Screen Communicate with the Proxy Server? · Are your proxy credentials correct? Can the TouchLink Screen Communicate with the Proxy Server? Toolbelt is an Extron software product that provides device discovery, device information, firmware updates, and configuration of network settings, system utilities, and user management for TouchLink Pro devices. For further information, see the Toolbelt Help File. To test the connection between the TLS and the Proxy server: 1. Open Toolbelt and locate the TLS. 2. Go to Utilities > Proxy Ping. 3. Enter the IP Address or Hostname of the proxy server. 4. Press Ping. You should see 4 successful pings as shown in the figure at right. If you see any error messages, your TLS cannot connect to the proxy server. You should check with your network administrator. Are your proxy credentials correct? 1. Open the Windows Start menu but do not click any of the icons. 2. Type Proxy. The Start menu provides a Manual proxy setup dialog. NOTE: If you are not an administrator on your PC, or if your PC is managed by an IT group, the proxy setting may be locked out. Contact your administrator for assistance. 3. Enter your proxy information into the Manual proxy setup section. 4. Click Save. 5. Open a web browser and try to access any external web page (for example, https://www.extron.com). Room Agent · Quick Start Guide 29 You should be prompted to enter your username and password. 6. If the username and/or password is NOT correct, you will receive an error message. If this happens, confirm your username/password with the proxy administrator. 7. If your username and password are correct, you will be allowed to access the site. You may also receive a message like This site is blocked by the proxy. This means your username and password are correct, but you have tried to access a site that is explicitly blocked by the proxy server. 8. Once you have confirmed your username and password are correct, you should try to access the domain for the calendar server used by the TLS. For example, if you are using Microsoft's Office 365, then use your web browser to open https:// outlook.office365.com. If you get a message that this site it blocked, you should contact your proxy administrator. Room Agent · Quick Start Guide 30 Room Agent Room Interface Design Select the Panel Design view to customize the touchpanel user interface. The Panel Design view allows you to arrange the order of fields on the display, enable the user to reserve or release a room from the touchpanel, and customize the background, date and time format and panel message. The Panel Design view has five tabs: · Layout · Background · Date & Time · Panel Message · Room Occupancy Layout Tab Use the Layout tab (1) to modify the touchpanel layout. The left side of the screen displays the size and location of the five lines of meeting information. Each drop-down menu allows you to choose which information is displayed in which area of the screen. The options for each menu (2) are: · Room Name · Meeting Subject · Meeting Organizer (Display Full Name) · Meeting Organizer (Abbreviated First Word) · Meeting Duration · Current Date and Time · Current Date · Current Time · Blank (no information displayed) · Custom Field Custom Field is available only when either Microsoft Office 365 or Microsoft Exchange is selected as the calendar type. It displays up to 50 characters from the body of the meeting invitation. When you use Google, Microsoft Exchange, or Office 365 calendars, you can create private meetings. For these meetings, the subject title defaults to Private Meeting and the meeting organizer is hidden. You can also change the room reservation status (3) and allow permission to release the room (4) or extend the meeting time. The right side of the screen previews the how the touchpanel appears with the current selections applied. Seven different screen layouts are possible. Room Agent · Room Interface Design 31 Background Tab Use the Background tab (1) to: · Choose a Theme Color (2) · Add or remove a background image (3). Ensure that you select a resolution that is appropriate for your touchpanel model. · Set the Overlay Opacity (4) The figure to the right shows the light theme. The figure below shows the dark theme. NOTES: Extron recommends: · Avoid using images that have vertical or horizontal lines. · Avoid using images that have a great variety of colors. · Avoid using images that have areas of sharp contrast between light and dark. · Set the Overlay Opacity higher than 70% (to make the image lighter, if Theme Color is set to Light, or darker, if Theme Color is set to Dark). Room Agent · Room Interface Design 32 Date & Time Tab Use the Date & Time tab (1) to: · Choose a Time format (2) (12 hour, 24 hour US, or 24 hour International clock). · Choose a room availability format (3) (Start time and End time). · Choose a date format (4) (formatting for long and short forms of the date and time). Panel Message Tab Use the Panel Message tab (1) to display a message on the touchpanel. Enter the message in the Panel message field (2). Room Agent · Room Interface Design 33 Room Occupancy Tab NOTE: At present, this feature works with the TLS 520M, TLP Pro 520M, TLS 525M, TLS 525M NC, TLS 725M, TLS 725M NC, TLS 1025M, and TLS 1025M NC touchpanels only. Use the Room Occupancy tab (1) to: · Enable a room occupancy sensor (2) · Choose a sensor output type (3) (see the next page for wiring diagrams) Room Agent · Room Interface Design 34 Wiring Diagrams Wire the occupancy sensor as appropriate and select the corresponding radio button in the Room Occupancy view. NOTE: Wire colors may be different, depending on the occupancy sensor model. Control Relay (Normally Closed) Relay (Normally Open) Room Agent · Room Interface Design 35 Notes Room Agent · Room Interface Design 36, Tim Wood, Joel Lasher Adobe PDF Library 15.0