Cattrax Web Browser
USER GUIDE
W EB-BASED SYSTEM CONTROL APPLICATION
Publication: 81-9059-0703-0, Rev. C
August 2014
www.pesa.com
Phone: 256.726.9200
Cattrax Web System Control Application
Publication 81-9059-0703-0, Rev. C
August 2014
Thank You for Choosing PESA!!
We appreciate your confidence in our products. PESA produces quality, state-of-the-art A/V processing, routing
and distribution equipment designed to deliver our users the highest degree of performance, dependability and
versatility available anywhere. If you ever have a question or concern with a PESA product, we have a team of
engineers, technicians and customer service professionals available 24/7 every day of the year to help resolve
the issue.
Again thank you for choosing PESA, and we look forward to a long-term partnership with you and your facility.
SERVICE AND ORDERING
ASSISTANCE
PESA
103 Quality Circle, Suite 210
Huntsville AL 35806 USA
www.PESA.com
CUSTOMER SERVICE DEPARTMENT
Tel: 256.726.9222 (24/7)
Toll Free: 800.323.7372
Fax: 256.726.9268
Email: service@PESA.com
MAIN OFFICE
Tel: 256.726.9200
Fax: 256.726.9271
© 2014, 2013, 2012 PESA, All Rights Reserved.
No part of this publication (including text, illustrations, tables, and charts) may be reproduced, stored in any retrieval system, or transmitted
in any form or by any means, including but not limited to electronic, mechanical, photocopying, recording or otherwise, without the prior
written permission of PESA.
Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
All information, illustrations, and specifications contained in this publication are based on the latest product information available at the time
of publication approval. The right is reserved to make changes at any time without notice.
Printed in the United States of America.
August 2014 – Rev C
September 2013 – Rev B
October 2012 – Rev A
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Cattrax Web System Control Application
Publication 81-9059-0703-0, Rev. C
August 2014
TABLE OF CONTENTS
CHAPTER 1
1.1
1.2
ABOUT THIS MANUAL ....................................................................................1-1
DOCUMENTATION AND SAFETY OVERVIEW ...........................................................1-1
CAUTIONS, AND NOTES .........................................................................................1-1
CHAPTER 2
2.1
INTRODUCTION ...............................................................................................2-1
DESCRIPTION ........................................................................................................2-1
CHAPTER 3
3.1
INSTALLATION.................................................................................................3-1
OVERVIEW ............................................................................................................3-1
3.2
CATTRAX WEB ACTIVITY TIMEOUT FUNCTIONS ....................................................3-1
3.3
3.3.1
3.3.2
3.3.3
3.3.4
3.3.5
CATTRAX WEB INSTALLATION STEPS FOR MICROSOFT WINDOWS XP ...................3-2
Install Cattrax Web Application (Windows XP)..................................................... 3-2
Custom Directory (Windows XP) .......................................................................... 3-3
Configure Windows Firewall (Windows XP)......................................................... 3-3
Configure IIS for Secure Connections (Windows XP)............................................ 3-4
Test Cattrax Web Operation .................................................................................. 3-4
3.4
3.4.1
3.4.2
3.4.3
3.4.4
3.4.5
3.5
3.5.1
3.5.2
3.5.3
3.5.4
3.5.5
3.5.6
CATTRAX WEB INSTALLATION STEPS FOR MICROSOFT WINDOWS SERVER 2003 ...3-5
Install Cattrax Web Application (Windows Server 2003) ....................................... 3-5
Custom Directory (Windows Server 2003)............................................................. 3-5
Setting the Application Timeout in IIS (Windows Server 2003) ............................. 3-6
Configure IIS for Secure Connections (Windows Server 2003) .............................. 3-6
Test Cattrax Web Operation .................................................................................. 3-7
CATTRAX WEB INSTALLATION STEPS FOR MICROSOFT WINDOWS 7 ......................3-7
Install Cattrax Web Application (Windows 7)........................................................ 3-7
Custom Directory (Windows 7) ............................................................................. 3-8
Setting the Application Timeout in IIS (Windows 7).............................................. 3-8
Configure Windows Firewall (Windows 7)............................................................ 3-9
Configure IIS for Secure Connections (Windows 7)............................................... 3-9
Test Cattrax Web Operation ................................................................................ 3-10
3.6
3.6.1
3.6.2
3.6.3
3.6.4
3.6.5
CATTRAX WEB INSTALLATION STEPS FOR MICROSOFT WINDOWS SERVER 2008 .3-10
Install Cattrax Web Application (Windows Server 2008) ..................................... 3-10
Custom Directory (Windows Server 2008)........................................................... 3-11
Setting the Application Timeout in IIS (Windows Server 2008) ........................... 3-11
Configure IIS for Secure Connections (Windows Server 2008) ............................ 3-12
Test Cattrax Web Operation ................................................................................ 3-12
3.7
3.8
CHAPTER 4
4.1
4.2
4.2.1
4.2.2
TESTING CATTRAX WEB INSTALLATION ..............................................................3-13
CATTRAX WEB APPLICATION – UNINSTALL ........................................................3-13
OPERATION.......................................................................................................4-1
INITIAL LOGIN AND LICENSE ACTIVATION.............................................................4-1
ACTIVATE SOFTWARE LICENSE KEY .....................................................................4-1
Online Activation .................................................................................................. 4-2
Manual (Offline) Activation .................................................................................. 4-3
4.3
CHANGE THE PASSWORD AND SECURITY QUESTION OF THE ADMIN USER ACCOUNT4-3
4.4
CREATE A NEW USER ACCOUNT WITH ADMINISTRATOR PRIVILEGE ......................4-5
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TABLE OF CONTENTS (CONT.)
4.5
SETUP HOME PAGE................................................................................................4-7
4.6
CONFIGURE DEVICE NETWORK (ADMINISTRATOR LEVEL USER) ...........................4-8
4.7
4.8
4.8.1
4.8.2
4.8.3
4.9
4.10
OVERVIEW OF ADMINISTRATIVE FUNCTIONS .......................................................4-10
USER CONFIGURATION ........................................................................................4-11
User List Page ..................................................................................................... 4-11
User Profile Page................................................................................................. 4-14
User Groups ........................................................................................................ 4-15
CATTRAX WEB CONTROL SYSTEM ARCHITECTURE OVERVIEW ...........................4-17
CATTRAX WEB SYSTEM CONFIGURATION ...........................................................4-18
4.11
4.11.1
4.11.2
4.11.3
4.11.4
4.12
HARDWARE CONFIGURATION PAGES ...................................................................4-19
Controllers Page .................................................................................................. 4-19
Virtual Controllers Page ...................................................................................... 4-20
Create System Resource Include Lists.................................................................. 4-21
Subsystems.......................................................................................................... 4-25
WORKSPACES CONFIGURATION ...........................................................................4-27
4.13
4.14
4.14.1
4.14.2
4.14.3
4.14.4
4.14.5
4.14.6
4.14.7
4.14.8
SERVER CONFIGURATION FUNCTIONS .................................................................4-29
SERVER CONFIGURATION USER INTERFACE PAGE ...............................................4-30
Subnet Broadcast Address Configuration (Subnet Information)............................ 4-30
System Broadcast Announcement Configuration (Display Options) ..................... 4-30
Custom Logo Configuration (Display options)..................................................... 4-30
General Settings .................................................................................................. 4-31
Contact Information on Login Page ..................................................................... 4-31
Administrative Email Communication Setup ....................................................... 4-31
User Inactivity Timer Configuration (Security Settings)....................................... 4-31
Login Dialog Box User Prompt Configuration (Security Settings)........................ 4-32
4.15
BACKUP & RESTORE ...........................................................................................4-32
4.16
LICENSE ..............................................................................................................4-33
4.17
LOGS ...................................................................................................................4-33
4.18
4.18.1
4.18.2
4.18.3
4.18.4
4.18.5
4.18.6
4.18.7
4.18.8
4.19
SWITCHING PAGE ................................................................................................4-35
Workspace Selection ........................................................................................... 4-36
Switching Area.................................................................................................... 4-36
Performing a Switch on the Router ...................................................................... 4-36
Destination Lock Modes ...................................................................................... 4-37
Favorite Destinations ........................................................................................... 4-38
Undo Function..................................................................................................... 4-38
Salvos Panel ........................................................................................................ 4-38
Logs Panel........................................................................................................... 4-39
SALVO CONFIGURATION (CREATE AND EDIT SALVO PAGE).................................4-39
CHAPTER 5
5.1
IN THE EVENT OF DIFFICULTY....................................................................5-1
PESA CUSTOMER SERVICE....................................................................................5-1
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LIST OF FIGURES
FIGURE 2-1 EXAMPLE CATTRAX WEB USER INTERFACE PAGE .......................................................................2-1
FIGURE 4-1 CATTRAX WEB LOGIN PAGE ........................................................................................................4-1
FIGURE 4-2 LICENSE ACTIVATION PAGE ........................................................................................................4-2
FIGURE 4-3 CATTRAX WEB SETUP HOME PAGE .............................................................................................4-4
FIGURE 4-4 USER PROFILE PAGE ....................................................................................................................4-4
FIGURE 4-5 USER LIST PAGE ..........................................................................................................................4-6
FIGURE 4-6 SERVER CONFIGURATION PAGE ...................................................................................................4-9
FIGURE 4-7 TABLE DISPLAY FORMAT ..........................................................................................................4-10
FIGURE 4-8 USER LIST PAGE ........................................................................................................................4-11
FIGURE 4-9 USER GROUPS PAGE ..................................................................................................................4-16
FIGURE 4-10 CATTRAX WEB SYSTEM DIAGRAM ..........................................................................................4-18
FIGURE 4-11 CONTROLLERS PAGE ...............................................................................................................4-19
FIGURE 4-12 VIRTUAL CONTROLLERS PAGE ................................................................................................4-20
FIGURE 4-13 CREATE LISTS PAGE ................................................................................................................4-22
FIGURE 4-14 CREATE LISTS CONFIGURATION ..............................................................................................4-23
FIGURE 4-15 SUBSYSTEMS PAGE ..................................................................................................................4-25
FIGURE 4-16 WORKSPACES PAGE.................................................................................................................4-27
FIGURE 4-17 SERVER CONFIGURATION FUNCTIONS AND USER INTERFACE PAGE .........................................4-30
FIGURE 4-18 BACKUP AND RESTORE PAGE ..................................................................................................4-32
FIGURE 4-19 LOGS PAGE..............................................................................................................................4-33
FIGURE 4-20 EXAMPLE SWITCHING PAGE ....................................................................................................4-35
FIGURE 4-21 SALVO EDIT PAGE ...................................................................................................................4-40
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Chapter 1 About This Manual
1.1 DOCUMENTATION AND SAFETY OVERVIEW
This User Guide provides instructions for installation and operation of the Cattrax Web System Control
Application, designed and produced by PESA.
It is the responsibility of all personnel involved in the installation, operation, and maintenance of the
equipment to know all the applicable safety regulations for the areas they will be working in. Under no
circumstances should any person perform any procedure or sequence in this manual if the
procedural sequence will directly conflict with local Safe Practices. Local Safe Practices shall remain
as the sole determining factor for performing any procedure or sequence outlined in this document.
1.2 CAUTIONS, AND NOTES
Cautions and Notes are addendum statements used in this guide that supply necessary information
pertaining to the text or topic they address. Caution statements typically notify you of steps or
procedures that could impede installation or operation; and/or cause damage to the equipment. Notes are
additional statements that typically provide added information that can simplify and/or enhance the use
or operating characteristics of the equipment. Examples of the graphic symbol used to identify each type
of statement and the nature of the statement content are shown below:
Caution statements identify conditions or practices that can result in
personal injury and/or damage to equipment if the instructions contained in
the statement are not complied with.
Notes are for information purposes only. However, they may contain
invaluable information important to the correct installation, operation,
and/or maintenance of the equipment.
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Chapter 2 Introduction
2.1 DESCRIPTION
PESA’s Cattrax Web is a web application for use with the Microsoft Windows XP, Windows 7,
Windows Server 2003 or Windows Server 2008 Operating System that allows users to monitor and
control a wide variety of PESA routers from virtually any computer with TCP/IP network or internet
access to the host server. User access to Cattrax Web is through a common web browser application,
such as Internet Explorer, Mozilla Firefox or Google Chrome. User input to Cattrax Web is through
very intuitive user interface pages and menus. An example Cattrax Web user interface page is shown in
Figure 2-1.
Figure 2-1 Example Cattrax Web User Interface Page
Cattrax Web communicates through an Ethernet interface directly with a PERC2000 or PERC3000
System Controller and performs in many respects as a PESA hardware remote control panel. This User
Guide assumes that the user has working knowledge of PESA routers, the system controller and Cattrax
system control software application, creating and using controller configuration files, and PESA
hardware remote control panel configuration and operation. User Guides for all of these requisites are
available on the Product Information CD included with your system or the PESA website at
www.pesa.com.
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There are two distinct operational areas of the Cattrax Web application, Setup and Switching:
• Setup functions allow users with administrative privilege to configure all aspects of application
operation including users, router control and access, server functions and the creation of system
operation and history logs.
• Switching functions are available to authorized users of all privilege levels and provide status
display and control for the router, or partition of the router, granted to the individual user
accessing the server.
Individual users may be assigned to one of three privilege levels that determine the functions of Cattrax
Web they can access and control:
• Staff – Staff level users are granted access to only the Switching user interface pages and
functions. When a Staff level user logs in to Cattrax Web the application opens immediately to the
Switching page.
• Supervisor – Supervisor level users are granted access to both the Switching and Setup functional
areas of Cattrax Web, with the exception of the server configuration pages. Following hierarchy, a
Supervisor level user cannot:
- Create a new Administrator level user account,
- Grant Administrator level access to a new or existing user account, or
- Edit the account or change access privilege of any user with Administrator privilege.
• Administrator – Administrator level users are granted access to all pages and functions of
Cattrax Web.
Throughout this text, the term “administrative user” is used to differentiate both
Supervisor and Administrator level users from Staff level users. When used in a
procedural step, an administrative user is any user with system access privileges
needed to perform the administrative control or setup functions required for the
operation being discussed.
Regardless of privilege level, all authorized users access router control through the Switching
operational area of Cattrax Web. The Switching page identifies one or more workspace instances to
which the specific logged-in user has been granted access. Workspace instances are created by system
administrators or supervisors to very specifically assign and control router access to individual users or
user groups.
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Chapter 3 Installation
3.1 OVERVIEW
Preparing Cattrax Web for operation requires installation of the following main programs:
1. Microsoft SQL Server Express (or SQLExpress) – installed using the PrerequisitesSetup.exe
program.
2. Microsoft IIS (Internet Information Service) – installed from the Windows Control Panel using
procedures presented in the following paragraphs.
3. Cattrax Web Application – installed using the ApplicationSetup.exe program. It includes any updates
to the Cattrax Web database.
Microsoft Windows Operating System versions currently supported are Windows XP, Windows 7,
Windows Server 2003 and Windows Server 2008. This document provides Cattrax Web installation steps
for each operating system and includes additional detail information as required.
Install Cattrax Web for your particular operating system using procedures presented in paragraphs.3.3 thru
3.6.
PESA recommends that you read this document and familiarize yourself with the Cattrax Web application
and the procedures applicable to your operating system before starting the installation.
3.2 CATTRAX WEB ACTIVITY TIMEOUT FUNCTIONS
Microsoft IIS incorporates timeout functions that cause certain tasks to be executed after a set amount of
time has elapsed. Cattrax Web makes use of this capability in two ways.
One is the user activity timeout, or session timeout, that causes Cattrax Web to drop a user’s open session
after a user has not had any active interface with the software application for a set amount of time. The
amount of time for session timeout can be set by an administrative user from the Server Configuration page.
The second function is the application timeout. With this timeout when no user activity is detected for the
set period of time, the Cattrax Web application is dropped by the server, communication is dropped between
Cattrax Web and all discovered network devices, and all user pages, such as Switching pages, are closed.
The purpose of having this capability is to reduce resource requirement of the server computer when the
Cattrax Web application is not in use.
When a user logs in to Cattrax Web after an application timeout has occurred, the application must restart
and reload all previous session data and reestablish communications with network devices. While it only
takes a couple of minutes to restart the application, it is often desirable to have this time set to a value that
would prevent an application timeout from occurring during what would be a normal workday or system use
session.
The amount of time that must elapse before an application timeout occurs may be defined, but is not a
setting that is available from the configuration pages. This value must be entered directly through the IIS
Manager Utility.
Specific procedures for setting the application timeout with each supported operating system are provided in
the following installation paragraphs.
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3.3 CATTRAX WEB INSTALLATION STEPS FOR MICROSOFT WINDOWS XP
3.3.1
INSTALL CATTRAX WEB APPLICATION (WINDOWS XP)
1.
Login with Administrator privilege to the server on which you wish to install Cattrax Web.
2.
Insert the Cattrax Web installation disk.
3.
Run PrerequisitesSetup.exe and click yes at each prompt.
4.
If a dialog box appears during the installation of any of the prerequisites, accept the defaults and
proceed with installation of prerequisites.
5.
While running the Prerequisites installation disk if the installer application requests a restart of the
computer, follow these guidelines:
• Respond “Yes” to allow the computer to reboot when the installer asks permission.
• Run the PrerequisitesSetup.exe file again after any reboots. This ensures all prerequisites are
installed.
6.
Eject the Cattrax Web installation disk and insert a Windows XP install CD.
7.
Click Start, Control Panel, and Click Add or Remove Programs.
8.
Click Add/Remove Windows Component.
9.
Insure that the checkbox next to Internet Information Services is checked and then click Details.
10. Click Next when prompted.
11. When the installation of IIS is finished, eject the Windows XP Install CD.
12. Run Control Panel -> Administrative Tools -> Internet Information Services.
13. Expand the tree on the right to reveal Default Web Site.
14. Right click and select properties.
15. Select the documents tab.
16. If Default.aspx (or default.aspx) is not in the list, add it and move it to the top.
17. Exit from Internet Information Services
18. Insert the Cattrax Web installation disk.
19. Run ApplicationSetup.exe and click yes at each prompt. Use of the default install location is
recommended; however, you may change the default location in the “Choose Install Location” page
of the wizard. You will then need to configure a virtual directory, in accordance with Paragraph 3.2.2
of this User Guide. Be aware, that choosing a location that is outside the wwwroot directory might
interfere with access to the Cattrax Web website.
In some installations to a computer with Windows XP, you may see the
message “Error Opening File for Writing” in a pop-up box. If this occurs
during your installation, click the “Cancel” button from the box and reboot
the computer. Re-run ApplicationSetup.exe.
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3.3.2
CUSTOM DIRECTORY (WINDOWS XP)
The default installation directory is: c:\InetPub\wwwroot. Use of this directory is recommended.
A custom installation directory may also be selected. For example: c:\MySites\CattraxWeb. This should be
used if another website is already installed in the root directory.
After changing the default directory, configure a virtual directory as follows:
1. Open Internet Manager as follows: select Run from the Start menu; in the command input area enter –
inetmgr. This should open Internet Information window.
2. Expand Web Sites and then right click Default Web Site.
3. Click New, and then click “Virtual Directory..”.
4.
On Virtual Directory Creation Wizard, click Next.
5. On Virtual Directory Alias, enter a name to follow the host address (i.e. if the Alias is named
CattraxWeb, the address would be 192.168.1.1/CattraxWeb).
6. On Web Site Content Directory, click Browse, navigate to the custom directory directory, and click
OK.
7. On Access Permissions, check Read, and Run Scripts. Click Next.
8. Click Finish.
9. Test the installation by opening a browser and typing localhost/[Alias].
3.3.3
CONFIGURE WINDOWS FIREWALL (WINDOWS XP)
Use the following procedure to enable http traffic (port 80) through the Windows XP firewall.
1. Open Start menu and select Run
2. Enter command firewall.cpl in the command window
3. In the Windows Firewall dialog box, select Exception tab
4. Select Add Port – then enter Name = http, and Port Number = 80, and select TCP.
5. If one has been added before under a different name, Windows will show an error prompt. Note the
name of the existing exception.
6. In the Exception tab, enable the checkbox next to the newly added name or the name that already exist
(for the same port 80).
7. Click OK to exit.
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3.3.4
CONFIGURE IIS FOR SECURE CONNECTIONS (WINDOWS XP)
By default, IIS accepts only non-secure connections (http protocol). IIS can be configured to accept secure
connections (https protocol) using Secure Sockets Layer (SSL) in addition to non-secure connections. IIS
can also be configured to accept only secure connections.
In addition to configuration IIS, the web server will also need a certificate. If you do not have a certificate,
one will need to be created. You can either create a self-signed certificate or obtain a certificate from a
recognized Certificate Authority (CA). For information on how to create a self-signed certificate, go to
http://msdn.microsoft.com/en-us/library/bfsktky3(v=vs.90).aspx. For information about how to obtain a
certificate from a recognized Certificate Authority (CA), contact your administrator.
Configure Windows XP IIS to Accept Secure Connections as follows:
1. Run the IIS Manager.
2. Select the Cattrax Web website in the left pane. Unless a custom directory was selected during the
installation, it will be "Default Web Site".
3. Right click on the tree node and select "Properties".
4. Select the "Directory Security" tab.
5. Click the "Advanced" button.
6. If port 443 is not listed under the "Multiple Identities for this web site" field, click the
"Add" button.
7. Select the server's IP address.
8. Enter "443" in the "SSL Port" field.
9. Click the "OK" button to close the dialog box.
To also disable non-secure connections, continue with these steps:
10. Ensure that the "Directory Security" tab is selected.
11. In the Secure Communications section, click Edit.
12. Check the "Require SSL" checkbox.
13. Click the "OK" button to close the dialog box.
For more information on enabling secure connections in XP, refer to http://technet.microsoft.com/enus/library/cc875828.aspx
3.3.5
TEST CATTRAX WEB OPERATION
Upon completion of installation, test Cattrax Web operation in accordance with Paragraph 3.7.
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3.4 CATTRAX WEB INSTALLATION STEPS FOR MICROSOFT WINDOWS SERVER 2003
3.4.1
INSTALL CATTRAX WEB APPLICATION (WINDOWS SERVER 2003)
1. Login with Administrator privilege to the server on which you wish to install Cattrax Web.
2. Insert the installation disk.
3. Run PrerequisitesSetup.exe, click yes at each prompt.
4. While running the Prerequisites installation disk if the installer application requests a restart of the
computer, follow these guidelines:
• Respond “Yes” to allow the computer to reboot when the installer asks permission.
• Run the PrerequisitesSetup.exe file again after any reboots. This ensures all prerequisites are
installed.
5. Click Start, Control Panel, Add/Remove Programs.
6. Click Add/Remove Windows Component.
7. Check the box next to Application Server, and then click Details.
8. Check ASP.NET, and then click OK.
9. Click Next.
10. Eject the Windows Server 2003 install CD, and insert the Cattrax Web install CD.
11. Run ApplicationSetup.exe, click yes at each prompt. Use of the default install location is
recommended; however, you may change the default location in the “Choose Install Location” page
of the wizard. You will then need to configure a virtual directory, in accordance with Paragraph 1.4.3
of this User Guide. Be aware, that choosing a location that is outside the wwwroot directory might
interfere with access to the Cattrax Web website.
3.4.2
CUSTOM DIRECTORY (WINDOWS SERVER 2003)
The default installation directory is: c:\InetPub\wwwroot. Use of this directory is recommended.
A custom installation directory may also be selected. For example: c:\MySites\CattraxWeb. This should be
used if another website is already installed in the root directory.
After changing the default directory, configure a virtual directory as follows:
1. Open Internet Manager as follows: select Run from the Start menu; in the command input area enter –
inetmgr. This should open Internet Information window.
2. Expand Web Sites and then right click Default Web Site.
3. Click New, and then click “Web Site..”.
4.
On Virtual Directory Creation Wizard, click Next.
5. On Web Site Description, enter a description that allows administrators to identify the new website.
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6. On IP Address and Port Settings, select the IP address of the computer, use Port 80 for default port,
and enter a host header for the website.
7. On Web Site Home Directory, click Browse, navigate to the custom directory directory, and click OK.
Then, click next.
8. On Web Site Access Permissions, check Read, and Run Scripts. Click Next.
9. Click Finish.
10. Test the installation by opening a browser and typing the header name.
3.4.3
SETTING THE APPLICATION TIMEOUT IN IIS (WINDOWS SERVER 2003)
In order to set the application timeout through Windows Server 2003 use the following procedure:
1. Click the Start button.
2. Look up the leftmost list and select Internet Information Services Manager to open the IIS Manager
window.
3. Expand the local computer name in the list on the left side of the window.
4. Expand the App Pools entry.
5. Right-click the Default App Pool entry and select the Properties menu item.
6. Click on the Recycling tab.
7. Enter a new value for the “Recycle Worker Process (minutes)” entry. PESA suggests setting this
parameter to a value of 1440 minutes which means IIS will restart the Cattrax Web server application
every 24 hours. This will cause all Cattrax Web clients to have to log in again.
8. Click on the Performance tab.
9. Enter a new value for the “Shutdown Worker Process after Being Idle” entry. PESA suggests
setting this parameter to a value of 60 minutes, which means that a Cattrax Web client session which
has had no user activity for one hour will be logged out.
10. OK all dialogs to accept the changes and close them.
11. Exit the IIS Manager.
12. Restart IIS using a command prompt and the iisreset /stop and iisreset /start commands, or reboot the
computer to initiate an IIS restart.
3.4.4
CONFIGURE IIS FOR SECURE CONNECTIONS (WINDOWS SERVER 2003)
By default, IIS accepts only non-secure connections (http protocol). IIS can be configured to accept secure
connections (https protocol) using Secure Sockets Layer (SSL) in addition to non-secure connections. IIS
can also be configured to accept only secure connections.
In addition to configuration IIS, the web server will also need a certificate. If you do not have a certificate,
one will need to be created. You can either create a self-signed certificate or obtain a certificate from a
recognized Certificate Authority (CA). For information on how to create a self-signed certificate, go to
http://msdn.microsoft.com/en-us/library/bfsktky3(v=vs.90).aspx. For information about how to obtain a
certificate from a recognized Certificate Authority (CA), contact your administrator.
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Configure Windows Server 2003 IIS to Accept Secure Connections as follows:
1. Run the IIS Manager.
2. Select the Cattrax Web website in the left pane. Unless a custom directory was selected during the
installation, it will be "Default Web Site".
3. Right click on the tree node and select "Properties"
4. Select the "Directory Security" tab.
5. Click the "Server Certificate" button.
6. Follow the wizard's instructions to either create or import a certificate.
7. Click the "Finish" button to close the wizard.
To also disable non-secure connections, continue with these steps:
8. Ensure that the "Directory Security" tab is selected.
9. Check the "Require SSL" checkbox.
10. Click the "OK" button to close the dialog box.
For more information on enabling secure connections in Windows Server 2003, refer to
http://support.microsoft.com/kb/299875.
3.4.5
TEST CATTRAX WEB OPERATION
Upon completion of installation, test Cattrax Web operation in accordance with Paragraph 3.7.
3.5 CATTRAX WEB INSTALLATION STEPS FOR MICROSOFT WINDOWS 7
3.5.1
INSTALL CATTRAX WEB APPLICATION (WINDOWS 7)
1. Login with Administrator privilege to the server on which you wish to install Cattrax Web.
2. Insert the installation disk.
3. Run PrerequisitesSetup.exe, click yes at each prompt.
4. While running the Prerequisites installation disk if the installer application requests a restart of the
computer, follow these guidelines:
•
Respond “Yes” to allow the computer to reboot when the installer asks permission.
•
Run the PrerequisitesSetup.exe file again after any reboots. This ensures all prerequisites are
installed.
5. Click Start, Control Panel, Programs, Turn Windows Features on or off.
6. Check the box next to Internet Information Services, and then expand it.
7. Expand World Wide Web Services, and then expand Application Development Services.
8. Check the box next to ASP.NET.
9. Click Ok.
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10. Run ApplicationSetup.exe, click yes at each prompt. Use of the default install location is
recommended; however, you may change the default location in the “Choose Install Location” page
of the wizard. You will then need to configure a virtual directory, which in accordance with Paragraph
1.4.2 of this User Guide. Be aware, that choosing a location that is outside the wwwroot directory
might interfere with access to the Cattrax Web website.
On 64-bit systems, you will need to configure IIS to run 32-bit applications, as follows:
1. Click Start, in the search bar type “Internet Information (IIS) Manager”, and then click Internet
Information (IIS) Manager.
2. Expand the first node on the Connections pane, and click Application Pools.
3. Right-click DefaultAppPool, select Advanced Settings, and change Enable 32-Bit Applications
to True, if it isn’t so already.
4. Click Ok.
3.5.2
CUSTOM DIRECTORY (WINDOWS 7)
The default installation directory is: c:\InetPub\wwwroot. Use of this directory is recommended.
A custom installation directory may also be selected. For example: c:\MySites\CattraxWeb. This should be
used if another website is already installed in the root directory.
After changing the default directory, configure a virtual directory as follows:
1. Open Internet Manager as follows: click start, locate and click inetmgr.
2. Expand Web Sites and then right click Default Web Site.
3. Click “Add Application…”.
4. In the field labeled Alias, enter a name to follow the host address (i.e. if the Alias is named
CattraxWeb, the address would be 192.168.1.1/CattraxWeb).
5. In the field labeled Physical Path, click Browse (…), navigate to the root directory of the custom
directory (wwwroot by default), and click OK.
6. Test the installation by opening a browser and typing localhost/[Alias].
3.5.3
SETTING THE APPLICATION TIMEOUT IN IIS (WINDOWS 7)
In order to set the application timeout through Windows 7 use the following procedure:
1. Click the Start button.
2. Type IIS in the search box.
3. Select Internet Information Services (IIS) Manager at the top of the window under Programs(1).
4. On the left side of the window under “Connections”, expand the local computer name.
5. Click the Application Pools entry.
6. In the middle pane, Application Pools, select the DefaultAppPool entry.
7. In the right pane, select the Set Application Pool Defaults entry.
8. Scroll down to the Recycling entry and expand Specific Times.
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9. Enter a specific time of day, such as 01:00:00 for 1 AM. Select a time of day which is low demand.
10. Click OK to accept the time value entered.
11. Click the red X in the upper right corner of the IIS Manager pane.
3.5.4
CONFIGURE WINDOWS FIREWALL (WINDOWS 7)
Use this procedure if you are using the Windows Firewall in Windows 7 in the Cattrax Web host server:
1. Open - Control Panel from the Start menu.
2. Open - Windows Firewall
3. From the left column, open Advanced Settings
4. Select New Rules from the Inbound Rules right click menu in the left column and then follow the
wizard as follows:
a. In Rule Type window – select Port and click Next
b. In Protocol and Ports – Select TCP and Specified local ports, and set the port value to 80 and
click Next
c. In Action window – Select Allow the Connection and click Next
d. In Profile window – Select all items (or as appropriate based on who would have access to
Cattrax Web) and click Next
e. In the Name window – Give this special set up a name and description and click on Finish. A
good name to use for such a special setup would be “HTTP”.
It is also possible to turn off the firewall completely but NOT RECOMMENDED.
3.5.5
CONFIGURE IIS FOR SECURE CONNECTIONS (WINDOWS 7)
By default, IIS accepts only non-secure connections (http protocol). IIS can be configured to accept secure
connections (https protocol) using Secure Sockets Layer (SSL) in addition to non-secure connections. IIS
can also be configured to accept only secure connections.
In addition to configuration IIS, the web server will also need a certificate. If you do not have a certificate,
one will need to be created. You can either create a self-signed certificate or obtain a certificate from a
recognized Certificate Authority (CA). For information on how to create a self-signed certificate, go to
http://msdn.microsoft.com/en-us/library/bfsktky3(v=vs.90).aspx. For information about how to obtain a
certificate from a recognized Certificate Authority (CA), contact your administrator.
Configure Windows 7 IIS to Accept Secure Connections as follows:
1. Run the IIS Manager.
2. Select the Cattrax Web website in the left pane. Unless a custom directory was selected during the
installation, it will be "Default Web Site".
3. Right click on the tree node and select "Edit Bindings"
4. Click the "Add..." button.
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5. Select "https" in the "Type:" drop-down list.
6. Select your SSL certificate in the "SSL certificate:" drop-down list.
7. Leave the other values text boxes unchanged unless given different values by your administrator.
8. Click the "OK" button to close the "Add Site Binding" dialog box.
9. Click the "Close" button to close the "Site Bindings" dialog box.
To also disable non-secure connections, continue with these steps:
10. Ensure the website node is still selected in the left pane.
11. Double click the "SSL Settings" item.
12. Check the "Require SSL" checkbox.
For more information on enabling secure connections in Windows 7, refer to
http://www.iis.net/learn/manage/configuring-security/how-to-set-up-ssl-on-iis
3.5.6
TEST CATTRAX WEB OPERATION
Upon completion of installation, test Cattrax Web operation in accordance with Paragraph 3.7.
3.6 CATTRAX WEB INSTALLATION STEPS FOR MICROSOFT WINDOWS SERVER 2008
3.6.1
INSTALL CATTRAX WEB APPLICATION (WINDOWS SERVER 2008)
1. Login with Administrator privilege to the server on which you wish to install Cattrax Web.
2. Insert the installation disk.
3. Run PrerequisitesSetup.exe and click yes at each prompt.
4. While running the Prerequisites installation disk if the installer application requests a restart of the
computer, follow these guidelines:
•
Respond “Yes” to allow the computer to reboot when the installer asks permission.
•
Run the PrerequisitesSetup.exe file again after any reboots. This ensures all prerequisites are
installed.
5. Click Start, and then Server Manager.
6. On the left pane, click Roles, and then click Add Roles.
7. On Before You Begin, click Next.
8. On Select Server Roles, click Add Required Features, and then click Next.
9. On Web Server (IIS), click Next.
10. On Select Server Roles, check ASP.NET under Application Development, and then click Next.
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11. On Confirmation, click Install.
12. On Confirm Installation Selections, click Install.
13. Run ApplicationSetup.exe, click yes at each prompt. Use of the default install location is
recommended; however, you may change the default location in the “Choose Install Location” page
of the wizard. You will then need to configure a virtual directory, which in accordance with Paragraph
1.4.4 of this User Guide. Be aware, that choosing a location that is outside the wwwroot directory
might interfere with access to the Cattrax Web website.
3.6.2
CUSTOM DIRECTORY (WINDOWS SERVER 2008)
The default installation directory is: c:\InetPub\wwwroot. Use of this directory is recommended.
A custom installation directory may also be selected. For example: c:\MySites\CattraxWeb. This should be
used if another website is already installed in the root directory.
After changing the default directory, configure a virtual directory as follows:
1. Open Internet Manager as follows: select Run from the Start menu; in the command input area enter –
inetmgr. This should open Internet Information window.
2. Expand Sites and then right click Default Web Site.
3. Click New, and then click “Add Application..”.
4. On the Add Application window, in field labeled Alias, enter a name to follow the host address (i.e. if
the Alias is named CattraxWeb, the address would be 192.168.1.1/CattraxWeb).
5. In the field labeled Physical Path, enter the path to the directory where the Cattrax Web wwwroot
directory was installed. (i.e. if the custom directory is named cw, then the path would be
C:\inetpub\wwwroot\cw\wwwroot).
5. Click OK.
3.6.3
SETTING THE APPLICATION TIMEOUT IN IIS (WINDOWS SERVER 2008)
In order to set the application timeout through Windows Server 2008 use the following procedure:
1. Click the Start button.
2. Type IIS in the search box.
3. Select Internet Information Services (IIS) Manager at the top of the window under Programs (1).
4. On the left side of the window under “Connections”, expand the local computer name.
5. Click the Application Pools entry.
6. In the middle pane, Application Pools, select the DefaultAppPool entry.
7. In the right pane, select the Set Application Pool Defaults entry.
8. Scroll down to the Recycling entry and expand Specific Times.
9. Enter a specific time of day, such as 01:00:00 for 1 AM. Select a time of day which is low demand.
10. Click OK to accept the time value entered.
11. Click the red X in the upper right corner of the IIS Manager pane.
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3.6.4
CONFIGURE IIS FOR SECURE CONNECTIONS (WINDOWS SERVER 2008)
By default, IIS accepts only non-secure connections (http protocol). IIS can be configured to accept secure
connections (https protocol) using Secure Sockets Layer (SSL) in addition to non-secure connections. IIS
can also be configured to accept only secure connections.
In addition to configuration IIS, the web server will also need a certificate. If you do not have a certificate,
one will need to be created. You can either create a self-signed certificate or obtain a certificate from a
recognized Certificate Authority (CA). For information on how to create a self-signed certificate, go to
http://msdn.microsoft.com/en-us/library/bfsktky3(v=vs.90).aspx. For information about how to obtain a
certificate from a recognized Certificate Authority (CA), contact your administrator.
Configure Windows Server 2008 IIS to Accept Secure Connections as follows:
1. Run the IIS Manager.
2. Select the Cattrax Web website in the left pane. Unless a custom directory was selected during the
installation, it will be "Default Web Site".
3. Right click on the tree node and select "Edit Bindings"
4. Click the "Add..." button.
5. Select "https" in the "Type:" drop-down list.
6. Select your SSL certificate in the "SSL certificate:" drop-down list.
7. Leave the other values text boxes unchanged unless given different values by your administrator.
8. Click the "OK" button to close the "Add Site Binding" dialog box.
9. Click the "Close" button to close the "Site Bindings" dialog box.
10. To also disable non-secure connections, continue with these steps:
11. Ensure the website node is still selected in the left pane.
12. Double click the "SSL Settings" item.
13. Check the "Require SSL" checkbox.
14. For more information on enabling secure connections in Windows 7, refer to
http://www.iis.net/learn/manage/configuring-security/how-to-set-up-ssl-on-iis
3.6.5
TEST CATTRAX WEB OPERATION
Upon completion of installation, test Cattrax Web operation in accordance with Paragraph 3.7.
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3.7 TESTING CATTRAX WEB INSTALLATION
After installation of Cattrax Web is complete, open an internet browser such as Microsoft Internet Explorer,
Mozilla Firefox, or Google Chrome and connect to the Cattrax Web URL as follows:
• To connect from a browser running on the Cattrax Web server computer, if you allowed Cattrax Web
to install in the default root directory – use URL http://<Server IP Address> to connect to Cattrax
Web from the internet browser. For example: http://192.168.20.123, or simply http://localhost.
• To connect from a browser running on the Cattrax Web server computer, if you installed Cattrax Web
in a custom root directory – use URL http://<Server IP Address>/CattraxWeb to connect to Cattrax
Web from the internet browser. For example: http://192.168.20.123/CattraxWeb, or simply
http://localhost/CattraxWeb. This example assumes a custom directory named “CattraxWeb” was
used for application installation. If you used any other custom name – enter the actual directory name
in the URL in place of CattraxWeb.
• To connect from a browser running on a computer different from the Cattrax Web server computer, if
you allowed Cattrax Web to install in the default root directory – enter the URL as the IP address of
the computer hosting the Cattrax Web application, as shown here: http://<Server IP Address>.
• To connect from a browser running on a computer different from the Cattrax Web server computer, if
you installed Cattrax Web in a custom root directory – enter the URL as shown here: http://<Server IP
Address>/CattraxWeb. This example assumes a custom directory named “CattraxWeb” was used for
application installation. If you used any other custom name – enter the actual directory name in the
URL in place of CattraxWeb.
The Cattrax Web login page should be shown.
If Cattrax Web does not respond, you need to ensure that the network Firewall in the computer on which
Cattrax Web is installed, allows the http:// requests to pass through. The configuration of the firewall
depends on the firewall hardware or software in use. Refer to paragraph 3.2.4 or 3.4.4, as applicable to your
server operating system.
3.8 CATTRAX WEB APPLICATION – UNINSTALL
The ApplicationSetup.exe program will prompt you to uninstall the previous version if it detects a version of
Cattrax Web already installed. It is not mandatory to uninstall the previous version; however, it is
recommended that you do.
Uninstall only removes the Cattrax Web application files from the c:\inetpub
directory. It does not uninstall the database server, the Cattrax Web database, or
any backed up database files and log files.
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Chapter 4 Operation
4.1
INITIAL LOGIN AND LICENSE ACTIVATION
With the Cattrax Web server application installed and running on the host computer, initial steps to prepare
for operation are to login to Cattrax Web using the pre-configured, default Admin user account, activate the
software license, change password and security question of the default user account, and (recommended, but
not required) create a new administrator level user account to use for common and routine administrative
functions.
Start your web browser application and enter the URL of the Cattrax Web server to access the login page, as
shown by Figure 4-1.
Figure 4-1 Cattrax Web Login Page
For the initial login you must use the factory default login credentials: User ID is admin and default
Password is admin*101. Enter these credentials and click the Login button to login to Cattrax Web.
You must activate the software license before any functions of Cattrax Web are accessible or operational. If
this is the first time the application has been accessed following installation, the program opens to the
Software License activation page, Figure 4-2. Follow the procedures in Paragraph 4-2 to install the license
and activate Cattrax Web.
4.2 ACTIVATE SOFTWARE LICENSE KEY
Activation of the Software License Key opens access to operational features of Cattrax Web, and also
configures the number of simultaneous users that may be logged in to the application. Until the software
license is activated, Cattrax Web opens by default to the Software License activation page, Figure 4-2, at
login.
An activation key provided by PESA is required for initial setup, and may be a perpetual key or a test key.
A test key is for evaluation of the Cattrax Web application and expires after a specified number of days.
Both keys are activated by the following procedure:
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Figure 4-2 License Activation Page
1. The Maximum Concurrent Users displayed in a license defines the number of
simultaneous user sessions allowed. It is possible to add any number of users to
the Users List page.
2. If the same user logs in from two different browsers Cattrax Web considers
this to be two simultaneous sessions.
3. When a user logs out, current simultaneous user count is decremented
immediately. If the user doesn’t log out, the current user count is decremented
after user inactivity timeout. Inactivity timeout may be set from the Server
Configuration page, see Paragraph 4.13.
4.2.1
ONLINE ACTIVATION
•
If the server (host computer) on which Cattrax Web is installed has access to the internet, select the
Online Activation Mode.
•
Enter the Activation Key (provided by PESA) in the Activation Key window and click the Activate
button.
•
Cattrax Web communicates with PESA’s License Server over the internet connection and registers
the CPU ID and Name of your host computer against the activation key and immediately obtains a
Computer Key from PESA.
•
If activation is successful, the computer key character string is displayed along with the maximum
number of simultaneous sessions allowed by this key.
•
Upon completion of activation, the message Valid Key(s) is displayed in the lower left area of the
Key Activation window. Once this message appears, Cattrax Web is fully functional.
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•
When you have completed the licensing process, PESA recommends that you click the Home tab at
the top of the main window to access the Setup home page and change the password of the Admin
user account. Refer to Paragraph 4.3.
If online activation of a test key fails you will still be able to the use the number
of sessions allowed by the key.
4.2.2
MANUAL (OFFLINE) ACTIVATION
•
If access to the internet is not available, select the Manual Activation Mode.
•
Make a notation of the Computer Name and CPU ID character string as displayed on the License
Activation page.
•
Send the name and ID number to PESA. You may use Email, or contact PESA Customer Service by
phone to obtain your activation information.
•
PESA will issue to you a Computer Key character string.
•
Once you have received the Computer Key, enter both the Activation Key that you received with
Cattrax Web AND the Computer Key issued to you by PESA in the appropriate data entry fields on
the License Activation page, and click the Activate button.
•
If activation is successful, the computer key character string is displayed along with the maximum
number of simultaneous sessions allowed by this key.
•
Upon completion of activation, the message Valid Key(s) is displayed in the lower left area of the
Key Activation window. Once this message appears, Cattrax Web is fully functional.
•
When you have completed the licensing process, PESA recommends that you click the Home tab at
the top of the main window to access the Setup home page and change the password and security of
the Admin user account. Refer to Paragraph 4.3.
4.3 CHANGE THE PASSWORD AND SECURITY QUESTION OF THE ADMIN USER ACCOUNT
PESA recommends for added security that during initial setup you change the password of the Admin user
account from the default admin*101 to a password that is unique for your installation. It is also
recommended that you change the security question and answer for the account as well.
User ID Admin cannot be removed from the system. The privilege level of
Admin is permanently set to administrator and cannot be changed.
Click the Home tab at the top of the main window to access the Setup home page, an example is shown by
Figure 4-3. Change the password of the Admin user account as follows:
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Figure 4-3 Cattrax Web Setup Home Page
•
Click on the Profile icon located in the left column of the home page. You can also access the User
Profile page at any time by clicking the User ID display in the top right corner of the page. An
example User Profile page is shown by Figure 4-4.
Figure 4-4 User Profile Page
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•
Click the Change Password link to
open the Change Password dialog
box as shown here. Enter the default
password (admin*101) and then
enter the new password you wish to
create for the Admin user account.
Confirm the new password and
click the Change Password button.
•
All passwords must be at least 7 characters long with at least one non-alphanumeric character.
•
Click the Change Security Question link
to open the Change Security Question
dialog box as shown here. Enter the new
password you just created for the Admin
account. Enter the new security question
you wish to create and enter the answer
to the question in the appropriate fields.
Click Save to complete the change
process.
•
Store the newly created password and
security answer for User ID Admin in a
safe place.
Make a notation of the Admin user password and security answer, and store
them in a safe location. If the password or security answer is lost, the only
way to reset it would be by deleting the Admin account from the database
and restarting the web application. Contact PESA Customer Service if you
ever need to delete the Admin account from the database.
4.4 CREATE A NEW USER ACCOUNT WITH ADMINISTRATOR PRIVILEGE
While you are logged in through the Admin user account, you should create an Administrator level User ID
and Password for routine use (instead of using the Admin user account) as follows:
•
Return to the Setup home page, Figure 4-3 and click the User List icon (left column) to open the
User List page as shown by Figure 4-5.
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Figure 4-5 User List Page
•
Click the Add User button to
access the Add New User
dialog box as shown at right.
•
Enter the User ID as you want it
to appear in the User List, the
first and last name of the user,
Email address and phone
number (optional). For this
example, we have created the
User ID Demo User.
•
Select the system access
privilege level you wish to
allow this user from the
Privilege drop-down list.
Privilege level for all new users defaults to Staff. Since the User ID we are creating is
intended as an administrator level log-in, change the privilege level to Admin from the
drop-down list.
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•
Provide a password for the user and a password challenge question. You may use any question and
answer you wish for password retrieval.
•
Click the Enabled box to enable the user account you are creating and allow the user to login.
•
Comment is a free text area where you may make any notes you wish. An entry in this area is not
required to create a user account.
•
If you would like to have Cattrax Web send a notification email to the new user, click the Send
email to new user box.
•
Click Insert to create and add the new account to the user list.
•
Logout from the Admin user account, using the Logout button at the top right corner of the screen,
and login to Cattrax Web again as the new administrator level user you just created.
4.5 SETUP HOME PAGE
Once the software license is activated, any user granted Supervisor or Administrator privileges can access
and perform setup and control operations from the Setup home page, as shown here.
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Click icon to open a desired control or configuration page.
Tabs across the top of the main display area, as shown below, allow quick access to user interface pages for
the various control functions.
There is also a row of sub-tabs for Users, Hardware, and Server tabs that give access to various pages under
each category.
A user assigned the privilege level of Administrator can access any functional area of Cattrax Web and
perform any system operation or command.
Users assigned the privilege level of Supervisor can perform most of the same control functions as an
Administrator. A supervisor level user may not access or change the network configuration of Cattrax Web,
make any changes to the server operating parameters, assign a user administrator privileges or modify the
status of an administrator level user.
Throughout this text, the term “administrative user” is used to differentiate both
Supervisor and Administrator level users from Staff level users. When used in a procedural
step, an administrative user is any user with system access privileges needed to perform the
administrative control or setup functions required for the operation being discussed.
Control functions available through the Setup home page are discussed in the following paragraphs.
4.6 CONFIGURE DEVICE NETWORK (ADMINISTRATOR LEVEL USER)
Before any router control functions or communication with the system controller can be implemented,
Cattrax Web requires configuration of the device network in order to allow the application to “discover” the
presence of PESA devices on the network. Configure device network information as follows:
•
From the Setup home page, Figure 4-3, click the Server Configuration icon (left column) to open
the Server Configuration page as shown by Figure 4-6.
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Figure 4-6 Server Configuration Page
Cattrax Web should automatically discover the active network interface device of the host server (host PC)
and automatically add the Subnet Broadcast Address to the list. This address is valid for discovering devices
on the same subnet as the Cattrax Web server. If there are also PESA devices on a different subnet, the
subnet broadcast address for that subnet must be manually added to the list as follows:
•
Click the Add Subnet button to add a new
subnet. A pop-up dialog box prompts you
for the broadcast address of the subnet you
wish to add, as shown at right.
•
Enter the new address and click the Save
button to add it to the list.
•
Click Cancel to exit the box without any
changes to the list.
Recommendation: Use the subnet broadcast address from the Network Preference settings dialog of
Cattrax.
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4.7 OVERVIEW OF ADMINISTRATIVE FUNCTIONS
Cattrax Web administrative controls and functions may be loosely divided into four categories:
1. User Configuration -
Add, edit and delete user accounts, assign user access privilege and
create user groups.
2. Hardware Configuration -
Add, edit and delete virtual controllers, system resource include lists
and subsystems.
3. Workspace Configuration - Add, edit and delete workspaces; and assign users to their authorized
workspace(s).
3. Server Administration -
Includes various configuration and maintenance functions of the
Cattrax Web server, such as device network configuration, Email
configuration, system log management, etc.
Each function is performed through interactive user interface pages. Many pages incorporate a table format
to display and sort data content of the page. An example of the table display format is shown by Figure 4-7.
With many of the tables, each display row will feature a pencil icon on the left edge and a red “X” icon on
the right edge. When the data entry row is selected (highlighted), clicking the pencil icon brings up a dialog
box that allows you to edit certain fields of the entry, and clicking the red “X” icon allows you to delete the
entry.
Many of the table columns feature data search and sort capability. At the top of table columns that offer
such capability, a data entry box allows you to enter the character or character string you wish to locate in
the column. Clicking the filter icon next to the data entry box opens a drop-down menu listing of criteria
you may use to refine your search.
You may sort the content of columns that offer sorting capability by clicking the column name header. The
column header User ID for example, sorts the table in alphabetical order based on the entries in the User ID
column. Clicking the header again, reverses the order of sorting.
Figure 4-7 Table Display Format
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4.8 USER CONFIGURATION
There are three main objectives of user configuration:
1. Manage user access to the Cattrax Web application.
2. Manage access level privileges assigned to each user.
3. Assign users to specific user groups (optional).
4.8.1
USER LIST PAGE
The User List page, Figure 4-8, provides information about users with a Cattrax Web account. Access the
page by clicking the User List icon on the Setup home page, or by selecting the Users tab on the menu bar
and clicking the sub-tab User List. From the User List page, an administrative user may, within the authority
of their access privileges, edit or delete existing user accounts, change system access privilege for the user,
enable or disable user access to the application, reset user passwords and lock-outs, and add new users.
Figure 4-8 User List Page
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Add or Create User Accounts
User accounts may be created by either of two possible methods:
• If the function is enabled through server configuration, a new user may request an account through the
New User Registration link on the login page
• An administrative user may create a new user account through the User List page. A Supervisor level
user can not assign a new user the level of Administrator.
Administrative users can add user accounts
through the User List page by clicking the Add
User button beneath the user table to open an
empty New User dialog box, as shown at right.
Enter the data requested for each field, as
introduced in Paragraph 4.4. Check the
Enabled box and click Insert to create and
activate the new account.
If the Send email to new user check box is
checked, notification of the account activation
and the password assigned to the user will be
sent to the email address you just entered for
the user.
When a new user account is created from the New User Registration link, the account is disabled by default,
and must be enabled by an administrative user before the new user can login to Cattrax Web. The User ID
name entered by the user requesting an
account appears as a new entry in the User
List table, but there is no checkmark in the
Enabled box for the entry.
To activate the account, an administrative
user must highlight the table entry and
click the pencil icon to edit the account
and open the Edit User dialog box, shown
at right. If the account request is accepted,
check the Enabled square and click Save.
The New User Registration link is only displayed on the login page if the Email notification function of
Cattrax Web and the account creation at login function are both enabled through Server Configuration, refer
to Paragraph 4.13.3.
New users are notified by Email that their account is now active.
Creation of a user account may fail due to any one of these reasons:
1. User ID is not unique – If the user ID is already used by another existing account.
2. Password is invalid – Password must be at least 7 characters long with at least one non-alphanumeric
character (!, @, *, etc.)
3. First and Last Name not provided.
4. Password retrieval security question and /or answer not provided.
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Reset User Password
Lost passwords cannot be retrieved from the Cattrax Web database. The user account password must be
reset and a new password issued by the Cattrax Web application; the user can then change the newly issued
password after login.
User passwords may be reset by either of two possible methods:
• If the function is enabled through server configuration, a user may request a new password through
the Forgot Your Password..? link on the login page
• An administrative user may reset a users’ password through the User List page.
Note that the Forgot Your Password? link is only displayed on the login page if the Email notification
function of Cattrax Web and the user password reset function are both enabled through Server
Configuration, refer to Paragraph 4.13.3.
To reset a user password as an administrative user, highlight the User ID entry in the User List table and
click the Reset Password button beneath the table. You will be prompted to verify the action before the new
password is issued.
If the Email notification function of Cattrax Web is enabled, the user is sent their newly created password
by Email.
When a user password is changed, Cattrax Web displays the newly created password to the administrative
user requesting the change. This will be the only time the password is visibly displayed by Cattrax Web.
You should make a notation of the password in the event the Email delivery is not successful, or for paper
delivery to the user if a password is reset without Email notification enabled.
Edit User Dialog Box
An administrative user can
change privilege level, change
contact information for a user,
or disable a user account using
functions available through the
Edit User dialog box, as shown
here.
Edit the account of a Cattrax
Web user as follows:
•
Locate the User ID of the account you wish to edit from the User List and click the pencil icon to
the left of the User ID entry. The Edit User dialog box opens beneath the entry row in the User List.
•
You may use the drop-down list to select a new privilege level for the user. A Supervisor level user
can not assign a user the level of Administrator.
•
Make any changes needed to the Email and Phone Number contact information.
•
If you wish to disable the account and deny the user access to the Cattrax Web system, remove the
check from the Enabled box.
•
Make any changes needed to the Comment text.
•
Click Save to accept the changes to the user account.
•
Click Cancel to exit the box without any changes to the user account.
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User Lockout
If a user fails to login after 5 attempts within 10 minutes, Cattrax Web locks the user’s account and the user
will not be able to login until an administrative user unlocks it by un-checking the Locked checkbox in the
Edit User dialog box.
To unlock an account, highlight
the locked account and click the
pencil icon to open the Edit User
dialog box, shown below. Uncheck the Locked square and
click Save.
If the Email notification function
of Cattrax Web is enabled, the
new user is notified by Email that
their account is unlocked.
1. New User Registration from the Login page is disabled by default, but may be
enabled from the Server Configuration page.
2. Both New User Registration and Forgot Your Password..? links are disabled if
the administrative Email option is not enabled through the Server Configuration
page.
4.8.2
USER PROFILE PAGE
The User Profile page
allows the currently
logged in user to review,
edit and customize user
account information and
preferences.
A user with access to the
Setup home page can
open the profile page by
clicking the User Profile
icon. Users of all levels
can open the profile page
by clicking the user name
displayed in the upper
right corner of every
Cattrax Web page. An
example User Profile page
is shown here.
Through the User Profile page, individual users may enter or edit the following personal profile data:
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Email, First Name and Last Name entries are displayed for reference, and can not be modified from this
page.
Change Password and Security Question:
The logged-in user may change the password or security question of the account:
•
Click the Change Password link to open the
dialog box as shown at right. Enter the current
account password and then enter the new
password you wish to create. Confirm the new
password and click the Change Password button.
•
All passwords must be at least 7 characters long with at least one non-alphanumeric character.
•
Click the Change Security Question link to
open the dialog box as shown here, and enter
the account password. Enter the new security
question you wish to create and enter the
answer to the question in the appropriate
fields. Click Save to complete the change
process.
Startup Mode:
The drop-down list allows you to select the Setup home page or the Switching page as your landing page
when you login to Cattrax Web.
Startup Workspace:
This drop-down opens to a list of all workspaces to which the logged-in user is authorized access. You may
choose a specific workspace to access whenever the Switching page is opened, or you may choose to have
the Switching page open with the Last Used Workspace.
Theme:
With the exception of the login page, Cattrax Web gives an individual user the option of choosing a dark or
light background theme for all user pages. The choice of background theme used should be based on several
possible factors, including ambient lighting conditions in the operator’s environment or simply personal
preference.
Choose the desired background theme from the drop-down list.
Creation Date, Last Activity Date, Last Login Date and Role of the user are provided for reference.
4.8.3
USER GROUPS
The User Groups page, Figure 4-9, displays the current list of Cattrax Web user groups and the users
assigned to each group. Functions available through this page allow an administrative user to create or edit
user groups and to add or remove individual users to and from groups.
Any user group entry in the list may be expanded to display the group members by clicking the small rightfacing arrow on the left side of the group name entry you wish to open.
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Figure 4-9 User Groups Page
You may add or delete a user group, or edit a user group name as follows:
•
Click Add User Group to add a new group. A pop-up
dialog box prompts you to enter a name for the user
group you wish to add, as shown at right.
•
Click Save to add the new group to the list.
•
To delete a user group, click the red “x” at the right edge of the group name entry you wish to
delete. You will be asked to confirm the action before the group is removed.
•
You may change the name of a user group by clicking the Pencil Icon to the left of the group name
you wish to edit.
•
Make any desired changes to the group name and click Save to retain the change.
•
Click Cancel to exit the dialog box with no change.
Individual users may be added to or deleted from a user group as follows:
•
Expand the user group entry to display current membership by clicking the right-facing arrow at the
left edge of the group name entry you wish to edit.
•
Add individual users to the group by locating their User ID in the list on the right hand side of the
page. Click the user name and then click the arrow button between the columns to add the User ID
to the user group list.
•
To delete an individual user from a group, locate the user name in the group membership list and
click the red “x” at the right edge of the user name entry you wish to delete. You will be asked to
confirm the action before the user is removed.
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4.9 CATTRAX WEB CONTROL SYSTEM ARCHITECTURE OVERVIEW
The Cattrax Web system consists of a number of virtual components and control elements, created during
configuration of the Cattrax Web application, that work together in a hierarchical order to control and limit
access by individual users and user groups to specific router system resources. In order for Cattrax Web to
function as a control element in conjunction with the PERC2000 or PERC3000 System Controller, there
must be a logical association established between the actual hardware controller device and a virtual
component of Cattrax Web called a Virtual Controller.
In most all PESA installations, a common system controller coordinates operation of the entire router
system and all router components. In order for the controller to operate, a router configuration file that
controls all aspects of system controller operation is created and loaded into the controller’s on-board
memory. Among many other things, the router configuration file defines all of the router system resources
(signal sources and destinations, switching levels and components, and system salvos). It is the router
system resources that allow router control devices (hardware panels or software switching applications such
as Cattrax Web) to make signal switches through the router system components.
In order to create a Cattrax Web control instance, the following virtual components must be defined and
configured by an administrative user:
Virtual Controller – A Virtual Controller is a named component that associates a virtual control instance to
an actual hardware PESA system controller in the router installation. Cattrax Web allows multiple virtual
controllers in a configuration; all of which may be associated to the same hardware system controller.
Router system resources defined by the hardware system controller configuration file are also accessible by
the virtual control devices of Cattrax Web.
System Resource Include Lists – System Resource Include Lists define the source signals, destination
signals, switching levels and system salvos that are accessible through the Cattrax Web control instance to
which they are associated. These lists are created by selecting specific system resources contained in the
router configuration file of the system controller to which a virtual controller is associated.
Subsystem – A Subsystem is a named Cattrax Web component that establishes a logical association
between a specific set of system resource include lists and a virtual controller.
Workspace – A Workspace is a named control instance that associates a subsystem to individual users or
user groups, and grants these users access to the signal partition of the router defined by the resource include
lists associated to the subsystem.
Figure 4-10 illustrates the virtual components of Cattrax Web required to configure a control system
instance. The illustration shows two virtual controllers, with two subsystems associated to each; and two
workspace elements associated to each subsystem. In an actual configuration, there is no limit to the number
of virtual elements allowed by Cattrax Web.
Once users are granted access to a specific workspace either as individual users or by membership in a user
group granted access to the workspace, they may control and monitor status of the signal groups, levels and
salvos contained in the lists defined for the workspace instance. Control and monitor functions are accessed
from the Switching page.
In Cattrax Web architecture, at least one virtual controller must be configured to communicate commands
and status between the hardware system controller to which it is associated, and at least one Cattrax Web
subsystem must be configured for that virtual controller. For Cattrax Web subsystem configuration
purposes, system resources configured for the hardware system controller also become resources available
to any virtual controller(s) associated to that hardware controller.
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Figure 4-10 Cattrax Web System Diagram
4.10 CATTRAX WEB SYSTEM CONFIGURATION
Configuring a Cattrax Web system consists of creating the various virtual components and workspace
assignments for the installation. Once configured, the set-up may be saved as a file and later used to restore
the installation, if ever needed.
Here is an overview of the steps required to configure a Cattrax Web control instance:
1. Define one or more Cattrax Web virtual controller instances by name, and associate each one to the
actual System Controller hardware. This is done through the Virtual Controllers page accessed
through the Setup home page.
In most installations there is only one hardware system controller and all defined
Cattrax Web virtual controllers are associated to the same hardware system
controller, but configured to control specific partitions or segments of the overall
router installation.
2. Create Lists that define which sources, destinations, switching levels and system salvos under control
of the system controller hardware are available to the subsystem. This is done through the Create
Lists page.
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3. Define subsystem instances that associate a set of specific lists to a virtual controller. This is done
through the Subsystems page.
4. Define which individual users or user groups are granted access to the defined subsystems. This is
done through the Workspaces page.
For example, assume you are going to grant user access to a number of operator stations in an editing suite
and you want to custom tailor each operator station for control access to only the partition of the router that
routes signals pertinent to that station. You could define a virtual controller named Edit Suite and associate
it to the router hardware system controller. Then by defining system resource include lists and subsystems
for the virtual controller named Edit Suite and configuring workspace assignments for particular users, or
groups of users, you can designate and limit access to the router in virtually any way you wish. Likewise, in
the same installation, if you wish to grant entirely different access capability to the engineering group, you
could define a virtual controller named Engineering. This Cattrax Web component associates to the same
hardware system controller, but now it allows you to configure lists, subsystems and workspace assignments
for completely different router access. The tiered Virtual Controller → Lists → Subsystem →
Workspace user configuration scheme allows a great deal of flexibility in planning your router control
operation. When an authorized user logs in to Cattrax Web and opens the Switching page, the user
configuration specifically defines the workspaces that an individual user can view and control.
4.11 HARDWARE CONFIGURATION PAGES
Virtual Controllers, Resource Include Lists and Subsystems are created through the Hardware Configuration
pages of Cattrax Web. These pages may be accessed from either the Setup home page icons or by clicking
the Hardware tab in the menu bar.
4.11.1 CONTROLLERS PAGE
The Controllers page, Figure 4-11, lists PESA hardware system controllers discovered on the device
network by name and IP address. In most installations only one system controller device is used and would
be the only device listed in the display. The Status column identifies the offline or online status of the
system controller device. Click on a controller device entry to select and highlight the table row. A separate
box, to the right of the Controller list, identifies the network operating parameters of the selected device.
Figure 4-11 Controllers Page
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If a hardware controller is offline, any virtual controller(s) associated to the device cannot actively control
the router. You may assign the same hardware system controller device to any number of different Cattrax
Web virtual controllers.
4.11.2 VIRTUAL CONTROLLERS PAGE
The Virtual Controllers page allows you to add, edit and delete Cattrax Web virtual controller components.
A virtual controller must have a unique name and be associated to a system controller device that has been
discovered by Cattrax Web. You may assign the same controller to any number of different Cattrax Web
virtual controllers. An example Virtual Controllers page is shown by Figure 4-12.
Figure 4-12 Virtual Controllers Page
You may add or delete a virtual controller, or edit a controller name as follows:
•
Click the Add Virtual Controller button to add a new controller component and open the pop-up
dialog box, as shown here.
•
Enter a name for the new virtual
controller in the box beside the
prompt.
•
The Status entry line contains a
drop-down listing of all available
hardware system controller devices
in the router installation, and
displays the current online/offline
status of each device. In most
installations there will only be one
device listed.
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•
Select the system controller device from the listing that you wish to associate to the virtual
controller you are creating.
•
The remaining entries: Location, Contact, Phone, Email and Description are free text entry areas
that you may use to further define the component you are creating. It is not necessary that data be
supplied in any of these areas in order to create the virtual controller and add its name to the table
listing.
•
Click the Save button to add the new virtual controller to the table.
•
To delete a virtual controller, click the red “x” at the right edge of the name entry you wish to
delete. You will be asked to confirm the action before the component is removed.
•
You may edit the name or other information of a virtual controller by clicking the Pencil Icon to the
left of the name you wish to edit.
•
Make any desired changes to the name or other data in the dialog box and click Save to retain the
change.
•
Click Cancel to exit the dialog box with no change.
1. If the hardware system controller used by a Cattrax Web virtual controller is
changed through the Virtual Controllers page, the resource include lists
created for the Virtual controller will be deleted.
2. If a virtual controller is deleted all subsystems and workspaces associated to it
are also deleted.
4.11.3 CREATE SYSTEM RESOURCE INCLUDE LISTS
The Create Lists page allows you to create named System Resource Include Lists that identify system
resources, by resource type, to which you wish to allow control and status access by Cattrax Web subsystem
components configured for a specific virtual controller. Individual lists may be created for Sources,
Destinations, Switching Levels and System Salvos from listings of all system resources available through
the virtual controller to which the list is associated. You may create lists that grant signal access and control
groupings for certain users or user groups, specific programming requirements, or any number of other
applications.
If you are familiar with the steps to create a router configuration file through PESA’s Cattrax application,
the lists we create for a Cattrax Web subsystem are very similar in purpose to the Panel Key Lists that you
create and assign to a hardware control panel, in that panel key lists specify the system resources the panel
is authorized to control.
Each list you create is assigned a unique name and may be populated with some or all entries of the list type
contained in the configuration file of the hardware system controller associated to the specified virtual
controller. There are four list types:
Sources – Contains a listing of router sources included in the list.
Destinations – Contains a listing of router destinations included in the list.
Levels – Identifies router switching levels for which this list grants control.
Salvos – Identifies the system salvos included for operator access through this list.
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As a method of further designating and limiting access to the router, multiple lists of each system resource
type may be created from the set of resources identified for a virtual controller, and access to each list may
be granted or denied as desired to the various subsystems created under the virtual controller.
An example Create Lists page is shown by Figure 4-13.
Figure 4-13 Create Lists Page
There is a drop-down menu at the top of the column on the left that opens to a list of all virtual controllers
configured for Cattrax Web. Beneath the virtual controller field is a table where each of the four system
resource list types are displayed with an arrow icon to the left of each entry that expands the listing contents.
When a list type entry is expanded, any lists already created for the system resource type, are identified
under the header.
To the right of the table are two columns, labeled In <list type> List and All <available list type entries>.
In xxx List displays the contents of a list selected from the table.
All xxx displays the available signals, levels or salvos contained in the hardware system controller’s
configuration file that have not been included in the content of the list.
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Create Lists Page Configuration
You may add and populate lists associated to a virtual controller as follows:
•
Open the Virtual Controller drop-down menu, as shown in Figure 4-14, and select the virtual
controller you wish to associate with the resource lists you are creating.
Figure 4-14 Create Lists Configuration
•
Select the resource list type you want to create from the drop-down menu beneath the table as
shown in Figure 4-14.
•
Enter a name for the list in the New List Name field and click the Add List button to create the new
list.
•
Locate the list you just created by name under the Type entry in the table, and click to select and
highlight the entry.
•
Initially, there will be no items included in the In List column, and all system resources of the
selected type available through the virtual controller you selected are displayed in the All xxx
column.
•
Using the arrows located between the column lists, select and move the items you want to add from
the available to the included list.
•
The list is automatically saved as items are entered to the In List column.
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You may edit existing lists associated to a virtual controller as follows:
•
Open the Virtual Controller drop-down menu, as shown in Figure 4-14, and select the virtual
controller associated with the list you want to edit.
•
Expand the proper resource list type entry in the table and locate the list by name.
•
Click the list name to select and highlight the entry.
•
All items of the list type currently contained in the list are displayed in the In List column, and all
entries available for the list type are displayed in the All xxx column.
•
Using the arrows located between the column lists, select and move items you want to add to the list
from the available column to the In List column.
•
Select and move items you want to remove from the list from the In List column to the available
column.
•
The list is automatically saved as items are moved between columns.
You may change the name of an existing resource list associated to a virtual controller as follows:
•
Open the Virtual Controller drop-down menu, as shown in Figure 4-14, and select the virtual
controller associated with the list name you want to change.
•
Expand the proper list type entry in the table and locate the list by name.
•
Click the Pencil Icon to the left of the list name you wish to change and open the name change
dialog box.
•
Make any desired changes to the list name in the dialog box and click Save to retain the change.
•
Click Cancel to exit the dialog box with no change.
You may delete existing lists associated to a virtual controller as follows:
•
Open the Virtual Controller drop-down menu, as shown in Figure 4-14, and select the virtual
controller associated with the list you want to delete.
•
Expand the proper list type entry in the table and locate the list by name.
•
Click the list name to select and highlight the entry.
•
Click the red “X” at the right edge of the table entry to delete the list.
•
You will be prompted to verify the action.
If the hardware system controller used by a Cattrax Web virtual controller is
changed through the Virtual Controllers page, the resource include lists
created for the virtual controller will be deleted.
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4.11.4 SUBSYSTEMS
The Subsystems page allows subsystems associated to a virtual controller to be created, configured and
deleted. In Cattrax Web architecture, a subsystem is a named virtual component that associates resource lists
to a virtual controller, thereby configuring the sources, destinations, switching levels and system salvos of
the router available through the subsystem to users and user groups authorized to access the subsystem
component. Remember that every subsystem must be associated to one, and only one, virtual controller;
however, each virtual controller component can have an association with multiple subsystems. Multiple lists
of each system resource type may be created and individually assigned to a particular subsystem as a
method of designating and limiting access to the router.
Cattrax Web displays the lists associated to a virtual controller system and, through the Subsystem page,
allows you to select the list or lists that contain the control assignments you wish to grant to particular users
or user groups assigned access to the subsystem. An example Subsystem page is shown by Figure 4-15.
Figure 4-15 Subsystems Page
Above the Subsystem table area is a drop-down menu that opens to a listing all Cattrax Web virtual
controllers that have been created through the Virtual Controllers page. When a virtual controller is selected
from the list, subsystems that are already defined and associated to that virtual controller are displayed in
the Subsystem table. All resource include lists associated to the selected virtual controller are displayed, by
type, in the boxes to the right of the subsystem table.
A check mark in the box beside any of the list entries indicates that all system resources included in that list
are available to all users granted access to the subsystem currently selected in the Subsystem table.
Configuration of a subsystem involves selecting the Cattrax Web virtual controller from the drop-down
menu to which you wish to associate the subsystem, and selecting the list(s) of each type from the displayed
available lists for which you wish to grant status and control access to users assigned to the subsystem.
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Beneath the Level List display box is a drop-down that lists all the system switching levels available for
access by the active (check in the box) level resource lists. The level name displayed in the box is the Status
Level of the subsystem. Status level indicates the default switching level displayed or controlled by Cattrax
Web when the Switching page is displayed in hide level display mode.
Subsystem Page Configuration
Click any subsystem entry in the table to display the lists associated to the subsystem. You may add or
delete lists for the displayed subsystem simply by checking or un-checking the box next to each list entry.
Checking or un-checking the box in any table header selects or deselects all lists in the table. The default
status level may be changed by opening the drop-down list and selecting the switching level you wish to
promote to status level. Added or deleted lists or status level changes are immediately updated for the
subsystem entry.
You may add or delete a subsystem, or edit a subsystem name as follows:
•
Open the drop-down menu and select the virtual controller that you wish to associate with the
subsystem you are creating.
•
Click Add Subsystem to add a new subsystem.
A pop-up dialog box prompts you to enter a
name for the subsystem you wish to add, as
shown at right.
•
Click Save to add the new subsystem to the list.
•
To delete a subsystem, click the red “x” at the right edge of the name entry you wish to delete. You
will be asked to confirm the action before the subsystem is removed.
•
You may change the name of a subsystem by clicking the Pencil Icon to the left of the name entry
you wish to edit.
•
Make any desired changes to the subsystem name and click Save to retain the change.
•
Click Cancel to exit the dialog box with no change.
When a new subsystem is created there are no system resource include lists selected for it. Assign router
access to the subsystem as follows:
•
Add lists from any of the list groupings to the subsystem by placing a check in the box next to the
lists you wish to add to the subsystem. To add all lists in the grouping, check the box in the list
group header. You may remove any list from the subsystem by removing the check in the box next
to the list entry.
•
Open the status level drop-down menu and select the default status level for the subsystem.
If a subsystem is deleted all the workspaces associated to that subsystem are
also deleted.
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4.12 WORKSPACES CONFIGURATION
A workspace maps subsystems to individual users or user groups that are given router control access
through that subsystem. The Workspaces page allows workspace entries to be created, configured and
deleted. Each workspace entry is given a unique name and may only be associated to one subsystem;
however, any subsystem may be associated to any number of workspaces. Access the Workspaces user
interface page from the Setup home page icon or by clicking the Workspaces tab on the menu bar. An
example Workspaces page is shown by Figure 4-16.
Figure 4-16 Workspaces Page
The Workspaces page displays a listing of all currently configured workspace entries on the left side of the
page (Workspaces table). On the right side of the page is an area labeled Subsystem that displays a listing of
all configured subsystems and also identifies the Cattrax Web virtual controller to which each subsystem is
associated.
Beneath the subsystem display is a listing of User Groups (Group Name table) on the left and individual
Users (User Name table) on the right.
Each workspace entry is displayed as an individual box in the Workspace table. The name of the workspace
is displayed at the top of each box and directly beneath the name in parentheses is the subsystem name
associated with the workspace. When a workspace entry is selected from the table, the border of the box is
displayed in green. Expanding the workspace entry reveals a listing of all individual users and user groups
authorized access to the workspace, as shown by the workspace entry named Demo System in Figure 4-16.
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The example workspace entry in Figure 4-16 provides the following information:
•
The selected workspace is named Demo 1.
•
Demo 1 is associated to the subsystem Demo System.
•
The Subsystem table indicates that subsystem Demo System is associated to the Cattrax Web virtual
controller named Demo 2.
•
There is one individual user, Demo_User, and one user group, named group, granted access to
subsystem Demo System through the workspace named Demo 1. You may expand the user group
entry to open a list of users assigned to the group.
Whenever the individual user, Demo_User, or any member of the user group logs in to Cattrax Web and
opens the Switching page through their browser, the workspace Demo 1 is included in a listing, along with
any other workspaces to which they are assigned, from a drop-down menu on the Switching page. By
selecting Demo 1 as the active workspace, all router access granted by the lists selected for subsystem
Demo System is available to the user from the web browser page. Refer to Paragraph 4-17 for more
information on the Switching page.
Workspaces Page Configuration
Workspace entries may be added and associated to a subsystem by either of two methods:
Method 1
•
Click on the subsystem name in the table on the right side of the page for which you wish to create a
new workspace.
•
Click the top left-facing arrow between the listing areas to add the name to the Workspaces table.
Method 2
•
Scroll to the bottom of the workspace list area
and locate the box labeled “Drag a subsystem
here”, as shown at right.
•
Locate the subsystem you wish to associate with
the workspace you are creating from the
Subsystem table on the right side of the page.
•
Left click, hold and drag the subsystem name to
the “Drag a subsystem here” box.
•
A new workspace entry is added to the listing.
Regardless of which method you use to add a new
workspace, the following steps complete the process:
•
By default, the subsystem name is entered as the
workspace name until the name is changed as
desired.
•
Click the Pencil Icon to the right of the name
entry and enter a name for the new workspace in
the pop-up dialog box and click Save to retain the
change.
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•
Assign users to the new workspace by either of the two methods discussed in the next paragraph.
•
To delete a workspace entry, click the red “x” just to the right of the workspace entry name you
wish to delete. You will be asked to confirm the action before the workspace is removed.
Click any workspace entry in the table to display the subsystem and users configured for the workspace.
Ensure that the border around the workspace you clicked is shaded green. You may add individual users or
user groups to the workspace by either of two methods:
Method 1
•
Click on the user name or the group name in the appropriate table on the right side of the page that
you wish to add to the workspace.
•
Click the bottom left-facing arrow between the table areas to add the name to the workspace listing.
Method 2
•
Left click, hold and drag the user name or group name you wish to add to the workspace to the box
labeled “Drag a user or user group here” at the bottom of the workspace entry.
To delete users or user groups from the workspace click the red “x” at the right edge of the name entry you
wish to delete.
You may edit or change a workspace name or delete a workspace entry as follows:
•
Click the Pencil Icon to the right of the workspace
name entry you wish to edit. A pop-up dialog box
displays the current name, as shown here.
•
Make any desired changes to the workspace name
and click Save to retain the change.
•
Click Cancel to exit the dialog box with no change.
•
To delete a workspace entry, click the red “x” just to the right of the workspace entry name you
wish to delete. You will be asked to confirm the action before the workspace is removed.
1. If the hardware system controller used by a Cattrax Web virtual controller is
changed through the Virtual Controllers page, the resource include lists
created for the virtual controller will be deleted.
2. If a virtual controller is deleted all subsystems and workspaces associated to
that virtual controller are also deleted.
3. If a subsystem is deleted all the workspaces associated to that subsystem are
also deleted.
4.13 SERVER CONFIGURATION FUNCTIONS
Functions available through the Cattrax Web Server Configuration page allow system administrator level
users to manage and maintain the server. Server pages are accessible only to users with administrator
privileges, with the exception of the Logs page which is accessible to both administrator and supervisor
level users. Access Server Configuration functions from the Setup home page icon or by clicking the Server
tab on the menu bar.
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4.14 SERVER CONFIGURATION USER INTERFACE PAGE
The Server Configuration page, Figure 4-17, provides a user with administrator privileges access to a
collection of system configuration functions and options. Each functional area of the page is discussed in the
following paragraphs.
Figure 4-17 Server Configuration Functions and User Interface Page
4.14.1 SUBNET BROADCAST ADDRESS CONFIGURATION (SUBNET INFORMATION)
Refer to Paragraph 4.6.
4.14.2 SYSTEM BROADCAST ANNOUNCEMENT CONFIGURATION (DISPLAY OPTIONS)
Cattrax Web allows you to place a broadcast message in either the header or footer, or both locations, of
every user interface page. This message is visible to users of any privilege level. To add an announcement
message, check the box labeled Display system announcement in header or check the box labeled Display
system announcement in footer. If you want the message to appear at both the top and bottom of the page,
place a check in both boxes. Enter the text you wish to display in the system announcement field. To
remove a message, uncheck the appropriate box in the Display Options configuration area.
4.14.3 CUSTOM LOGO CONFIGURATION (DISPLAY OPTIONS)
Cattrax Web allows you to display a custom header image at the top of every user interface page in place of
the factory default logos. In order to fit the area, the custom image file should be 600 pixels wide by 65
pixels tall. Valid file formats are .png, .jpg and .jpeg.
To add a custom header, click the Custom Logo Select box in the Display Options configuration area,
browse to the image file and click Upload. The PESA default logo header may be restored at any time by
clicking the Restore Default Logo button.
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4.14.4 GENERAL SETTINGS
The drop-down list labeled Theme allows you to choose a dark or light background theme for the login page
of Cattrax Web. This setting selects only the login page background and does not override an individual
users’ display theme setting for all other browser pages made through the User Profile page.
Update Interval allows you set the rate at which browser pages are refreshed by the server running Cattrax
Web. From the drop-down list, you may choose a refresh rate of 1 to 4 seconds. The default is 1 second, and
this setting should always be used unless you are experiencing slow performance issues with the server.
Log Level allows you choose the detail level at which log data is written to the xxx.ctx file
used for system troubleshooting. The .ctx file is automatically created by Cattrax Web and
stored by the server running the application. This file is rarely, if ever, accessed or open by
a user of Cattrax Web during normal operation of the application, and is accessible only by
opening the program folder where the file is stored. If it is ever necessary to troubleshoot
the Cattrax Web system, a PESA Customer Service technician may ask you to access this
file. Factory default for the log level is Debug, and should not be changed unless requested
by a PESA technician. If it is ever necessary, you may select the log level from the dropdown list options shown at right.
4.14.5 CONTACT INFORMATION ON LOGIN PAGE
You may choose to display an Email address and/or a telephone number in the login dialog box that allows
users to contact a system administrator. Simply enter the Email address and phone number in the
appropriate fields. Data present in either of these fields is displayed in the lower portion of the login dialog
box.
4.14.6 ADMINISTRATIVE EMAIL COMMUNICATION SETUP
Cattrax Web includes an Email server function that allows the application to communicate with registered
users through the facility Email system. Activate the Email server function by placing a check in the box
labeled Allow administrative email communication, and enter the Email server address, plus a username and
password for the Email account. In the From field, enter the name you wish to appear in a recipients
mailbox.
Email notifications sent to the Cattrax Web system, such as notification of a new user request or user
password change request from the login page, are sent to the email address entered on the User Profile page
for the default Admin user.
4.14.7 USER INACTIVITY TIMER CONFIGURATION (SECURITY SETTINGS)
The inactivity timer function of Cattrax Web checks each logged in user for interface activity with the
application and compares periods of user inactivity against the number of minutes configured for timeout.
When a user is inactive for the specified number of minutes, the account becomes inactive and in order to
continue with any session activity, the user is redirected to the login page, and must re-enter the User ID and
Password of the account. Enter the number of minutes you wish to allow before timeout in the field.
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4.14.8 LOGIN DIALOG BOX USER PROMPT CONFIGURATION (SECURITY SETTINGS)
Cattrax Web can display prompts in the login dialog box that allow a new user to create a user account and
request activation directly from the browser page, or allow an existing user to change their password. An
administrative user can select either or both of these prompts for display by checking or un-checking the
appropriate box in the user prompt configuration area. In order for either of the prompts to display,
regardless of whether the box is checked, the System Email function must be enabled and configured as a
valid Email account for the facility.
4.15 BACKUP & RESTORE
Through the Backup and Restore page, Figure 4-18, it is possible to backup and restore the Cattrax Web
database. Backup database files are stored on the system server. Click Backup Database to write the current
database to the server. The file is added to the Backed-Up Database List, as shown. If you ever need to
restore Cattrax Web to a particular database, simply select the desired database filename from the listing and
click the Restore Database button.
Figure 4-18 Backup and Restore Page
Database version number is added to the database backup files. The backup
version must match the current active database version when restoring, otherwise
it will be rejected by Cattrax.
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4.16 LICENSE
Refer to Paragraph 4.2.
4.17 LOGS
Through the Logs page, administrators may view the events and error logs maintained by Cattrax Web in
chronological order. An example Logs page is shown by Figure 4-19.
Figure 4-19 Logs Page
• Log Table
The log table records various events and conditions during operation of the Cattrax Web application.
The following parameters are recorded as applicable for each log entry:
- Time – Records the time of day the event or condition occurred.
- Message – Displays a brief description of the condition or event.
- Type – Identifies the type of log entry message as follows:
Login and Logout – Indicates when a user logs in or out of Cattrax-Web.
Admin - Indicates when a user related change is made. For example a new user added.
Object – Indicates when a configuration related change is made.
- Severity – Identifies the severity of the log entry message as one of the following three levels:
Event – Indicates something is changed or detected from the device and is not a problem.
Warning – Indicates some issue the user needs to know but not considered to be an Error. For
example an attempt to make a switch on a destination that is locked.
Error – Indicates an event which needs user’s attention. For example, change in device online
status.
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- User – If the log entry pertains to a particular user, the username configured through Cattrax Web
for that user is displayed in this column.
- Device – Identifies the hardware system controller associated with the event or condition.
- Authenticated User – If the log entry pertains to a particular user, the Windows username for that
user is displayed in this column, if the Windows authentication function is activated for the web
server.
• Log Table Pagination
Navigation controls to access log pages are located at the lower left of the log table. You may choose a
specific page by clicking the desired page number, you may move forward or backward through the
pages by clicking the left or right facing single arrow button, or you may jump immediately to the first
or last page by clicking the left or right facing button with an arrow followed by a vertical line.
The page size drop-down allows you to select the number of log entries that appear on each page, and
the counter in the lower right of the table keeps a running count of currently active log entry items and
log pages.
• Logs Archive Control
Cattrax Web holds up to 10,000 log entries, after which older entries will begin being removed to make
space for newer entries. If you wish to maintain a permanent record of system logs, you may choose to
manually archive log data, or allow Cattrax Web to automatically archive logs at specified intervals.
You may manually create a log archive file from the current log entries at any time by clicking the
Archive All Now button. You will be prompted to verify the requested action. Once the log entries have
been archived, all currently displayed entries will be removed from the display and from system
memory.
Auto-Archive is always active; however, Cattrax Web gives you the option to choose the interval at
which logs are archived based on the percentage of memory capacity currently used for retention of
logs. The drop-down list gives you the option of 25, 50 of 75% of log storage capacity. For example, if
you have selected 50% as the auto-archive interval, when the currently displayed log entries reaches
50% of maximum storage capacity, the entries are automatically archived and removed from system
memory.
The Display Log Source drop-down opens to a list of log archive files. If you wish to open a log
archive, select the archive file to view from the drop-down. If you choose Current Logs from the list,
the log table displays the currently active log entries.
• Refresh List – Refreshes the log table entries
• Export Log as Text – Cattrax Web will create and write a text file containing current log entries. You
will be prompted to enter a file name and browse to a location where you want the file written.
• Export Log as CSV – Cattrax Web will create and write a comma separated variable (CSV) file
containing current log entries. You will be prompted to enter a file name and browse to a location
where you want the file written.
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4.18 SWITCHING PAGE
The Switching page, Figure 4-20, is where authorized users of any privilege level can check router status or
make switches, i.e. change source to destination connectivity in the router; and is the default home page for
staff level users. Through the Switching page, individual users or members of a user group are allowed
access to the devices, destinations, sources, levels and salvos for which they are authorized by the Cattrax
Web workspace configuration.
There are three distinct functional areas to the Switching page, as shown by Figure 4-20:
1. Switching -
This area contains the actual router status and control functions of Cattrax
Web. Refer to paragraphs 4.18.1 thru 4.18.5.
2. Salvo Configuration - This fly-out window allows the user to view a list of system and local salvos
available through the workspace. Salvos may be fired from this window, and
local salvos may be selected for editing. This window may be pinned to
remain open, if desired. Refer to paragraph 4.18.6.
3. Log Display -
Opens a fly-out display area for real-time switching and system operation
logs. This window may be pinned to remain open, if desired. Refer to
paragraph 4.18.7.
Figure 4-20 Example Switching Page
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4.18.1
WORKSPACE SELECTION
The workspace drop-down list, subsystem, and virtual controller associated with the selected Switching
page are shown in the header bar above the matrix table display area. Opening the drop-down list provides a
listing of all workspaces to which the logged-in user is granted access.
Open the list and select the workspace containing the router resources you want to monitor or switch.
The selection is maintained while the user is logged in so that if the user navigates to a different page, for
example the Salvo Configuration page, the selected workspace is redisplayed when the user returns to the
Switching page.
4.18.2 SWITCHING AREA
There are two tables in the display area. Router destinations authorized for user access are shown on the left
side of the display area by the matrix table and the current router matrix status can be viewed from this table
with or without all available switching levels shown. With all switching levels displayed, the source
switched to each listed destination for each level is shown in the columns to the right of the Destination
column.
When the levels are hidden (hidden mode) a Source column is shown that reflects sources switched to each
listed destination through the Status Level of the subsystem, as defined through the Subsystems
configuration page.
Also in hidden mode, a source listing for any destination displayed in a color different from the destination
entry indicates that the source for at least one of the switching levels for that destination is different, i.e. the
destination is in a breakaway condition.
You can toggle the level display mode by clicking the Show Levels/Hide Levels button to the lower right of
the switching display area.
The table to the right of the matrix table lists all available router source signals that may be switched to the
destinations authorized for the workspace.
Every table column contains a filter function that allows you perform a data search for a specific character
or character string you wish to locate in the column. Enter the search parameter in the data entry box at the
top of the column you wish to search. Clicking the filter icon next to the data entry box opens a drop-down
menu listing of criteria you may use to refine your search.
You may sort the content of columns that offer sorting capability by clicking the column name header. The
column header Destination for example, sorts the table in alphabetical order based on the entries in the
Destination column. Clicking the header again, reverses the order of sorting, and a third click returns the
column to the default display order by the configuration sequence number of the system resource.
4.18.3 PERFORMING A SWITCH ON THE ROUTER
Authorized users can take switches on the router in either All Levels or Breakaway switching modes
through the matrix table.
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All Levels Switch
When an All Levels switch is performed, all destination switching levels for which the selected source
group contains a valid signal input will be switched to the newly selected source signal(s). To perform an
All Levels switch, click the destination name you wish to switch in the Destination column of the matrix
table. The destination name will not be highlighted, however all switching level entries on the row will be
selected and highlighted. Select the desired switching mode (see Switching Mode, below) and initiate the
switch in accordance with the procedure presented.
Breakaway Switch
When a Breakaway switch is performed, only the selected destination switching levels will be switched to
the newly selected source signal(s). To perform a Breakaway switch, expand the matrix table to show all
switching levels by clicking the Show Levels button. Locate the destination name you wish to switch in the
Destination column of the matrix table. Click the row entry in each switching level column that you wish to
switch. The selected column cells will be highlighted. Select the desired switching mode (see Switching
Mode, below) and initiate the switch in accordance with the procedure presented.
Switching Mode
Depending on the switching mode selected, you may have a switch occur immediately upon source
selection or allow you to select the source and then manually initiate the switch.
The switching mode drop-down button allows you to select any of three available switching modes:
•
Manual Take – (default) – User selects the desired destination and source for the switch, followed
by clicking Manual Take. In this mode it is also possible to double-click on the source entry to
make the switch.
•
Hot-Take Source – In this mode the user can select an All Levels or Breakaway switch for a
destination and then click on a source to immediately perform a switch on the selected switching
levels.
•
Hot-Take Destination – In this mode the user can select a source and then click on a destination or
a level to immediately initiate a switch.
Select the desired switching mode and initiate a switch on the router as follows:
•
Locate the entry in the Destination column that you wish to switch and select the switching levels
on which you wish the switch to occur using either an All Levels or Breakaway switch.
•
Click the source name you wish to switch to the destination in the Sources table.
4.18.4 DESTINATION LOCK MODES
Applying protection to a destination prevents another user or an accidental key press from switching the
current source selection. Lock Modes may be selected by clicking the padlock icon in the first column of the
matrix table on the row of the destination you wish to protect. Each click on the icon toggles between three
available lock modes:
•
Unlocked – (Open Padlock icon) – Destination is unlocked and can be switched by any authorized
user or hardware panel.
•
Protect – (Shield Icon) – Clicking the padlock icon on a destination row once places the destination
in “Protect” mode, whereby the protected destination can still be switched by another instance of
Cattrax Web using the same workspace as the originating user. Hardware panels can not make a
switch on the destination with the protect mode in place. However, any hardware panel with
lock/protect capability can cancel the protect function and make a switch on the destination.
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•
Lock – (Latched Padlock Icon) – Clicking the shield icon places the destination in “Lock” mode. In
Lock mode the selected destination is “Locked” for all users and can not be switched to a different
source by another instance of Cattrax Web or by a hardware panel without first unlocking the
selected destination. Any Cattrax Web user or any hardware panel with lock/protect capability can
cancel the lock function and make a switch on the destination.
In all cases, another instance of Cattrax Web or a hardware panel with
lock/protect capability can change the lock mode status. Cattrax Web logs any
changes as to when they were made and by whom.
4.18.5 FAVORITE DESTINATIONS
To allow quick access to often used destinations, Cattrax Web allows you to designate any destinations you
wish from the matrix table as favorites. Once you have designated one or more destinations as a favorite,
you may apply the favorites filter by opening the drop-down box at the top of the column. Select the Fav
entry to display only favorite destinations. Selecting All from the drop-down box returns all destaintions to
the matrix table display.
To designate a destination as a favorite, click the heart-shaped icon in the second column of the matrix table
on the row of the destination you wish to make a favorite. When selected, the heart is highlighted. To cancel
the favorite designation, click the icon again to de-select the heart.
4.18.6 UNDO FUNCTION
Clicking the Undo button toggles between the current and the last switch status.
4.18.7 SALVOS PANEL
Open the Salvos panel by clicking the Salvos tab on the right
edge of the Switching page display. An example panel is shown
at right. In normal operation, this panel is a fly-out window and
will return to hidden when the cursor is moved out of the
window. If desired, you may choose to keep the panel open by
clicking the push-pin symbol in the header bar. This panel
contains a list of system and local salvos.
System salvos are defined by the system configuration and
shown in the list with an asterisk ‘*’ at the start and end of the
salvo name. Example – *Test1*, as shown. A salvo can be fired
at any time by selecting the salvo and clicking the Take Salvo
button.
Salvos may be viewed and local salvos may be modified by
selecting the salvo and clicking the Edit Salvo button. Refer to
Paragraph 4.19. System salvos can not be modified through
Cattrax Web.
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4.18.8 LOGS PANEL
Open the Logs panel by clicking the Logs tab at the lower left-hand edge of the Switching page display. In
normal operation, this panel is a fly-out window and will return to hidden when the cursor is moved out of
the window. If desired, you may choose to keep the panel open by clicking the push-pin symbol in the
header bar.
Log panel displays a log of all switches made for the currently active workspace by all users of that
workspace. It provides the user an instant notification of changes in the active workspace, including
changes in device online/offline status, changes in lock status etc. The Logs panel display defaults to autohide mode.
4.19 SALVO CONFIGURATION (CREATE AND EDIT SALVO PAGE)
The Salvo Configuration page, Figure 4-21, displays system salvos, and allows a user to create and edit
local salvos.
There are two ways to access the Salvo Configuration page:
• From the fly-out Salvos window on the Switching page, select the salvo entry from the table list that
you wish to edit. Click the Edit Salvo button beneath the table to open the Salvo Configuration page
to the selected salvo entry.
• Open the Edit tab on the Switching page menu bar and select Salvo Configuration from the options
list.
The table on the left side of the page displays a listing of all system salvos and local salvos. System salvos
are those defined by the system controller configuration file, and cannot be edited or deleted through Cattrax
Web. System salvos are shown in the list with an asterisk ‘*’ at the start and end of the salvo name.
Example – *BarsTone*, as shown by Figure 4-21.
To the right of the salvo list table are three columns that list, from left to right, available destinations
authorized for the workspace, the salvo display area that identifies destinations and sources currently
configured for the salvo selected in the name list, and the third column lists the sources that are authorized
for access by the workspace.
Local salvos are created through the Salvo Edit page and are available only to users of the workspace shown
at the top of the page. When either a system salvo or local salvo is selected from the list, the destinations
and sources switched by the salvo are displayed in the salvo display area.
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Figure 4-21 Salvo Edit Page
A local salvo is first created in the salvo column on the left side of the page, and then configured by
selecting entries from the destination and source columns with the matrix table in the middle. The Add
Destination and Add Source buttons may be used to configure the local salvo.
You may add, delete or edit a local salvo as follows:
•
Click the Add Salvo button to open the pop-up dialog box, as shown below.
•
Enter a name for the new local salvo in the box beside the prompt.
•
Click the radio button to assign the local salvo type from the following options:
- Private – Only the current user can take or edit this local salvo.
- Public – All users in this workspace can take this local salvo, but only the current user can edit
it.
- Shared – All users in this workspace can take or edit this local salvo.
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•
If any of the destinations switched by the local salvo are locked at the time the salvo is fired,
placing a check in the Unlock Before Take box allows all destinations in the salvo to be unlocked
and the switch to occur. Once the switch initiated by the salvo has occurred, the destinations will
remain unlocked.
•
Click Save to create the new local salvo.
•
Ensure that the new salvo name is selected and highlighted in the list.
•
Select the destinations you wish to include in the newly created salvo from the Destination list and
click the Add Destination button beneath the destination list table.
•
Click the Show Levels button if you wish to expand the salvo display area to include all switching
level columns. Click the destination name in the salvo display area to select all switching levels for
an All Levels switch. Click the cells in the switching level columns of the levels you wish to include
if configuring a Breakaway switch salvo. The switching level cell must be selected and highlighted
before a source can be assigned to it.
•
Locate the source you wish to switch to the salvo destination in the Sources list table and click the
Add Source button beneath the table to add the source to the selected switching level cells.
•
The local salvo entries are automatically saved as they are entered.
•
If you select any local salvo name from the list and click the Duplicate button, a new local salvo
identical to the selected salvo is created. You may use the edit command to rename the new salvo
and make any changes to the destination and source entries from the salvo display table. This
feature is often helpful if you need to create a new local salvo with only slight differences to an
existing one.
•
To delete a local salvo, click the red “x” at the right edge of the name entry you wish to delete. You
will be asked to confirm the action before the component is removed.
•
You may edit the name, type or unlock permission of a local salvo by clicking the Pencil Icon to the
left of the name you wish to edit.
•
Make any desired changes to the name or other data in the dialog box and click Save to retain the
change.
•
Click Cancel to exit the dialog box with no change.
Get Matrix and Get Current buttons are provided to allow the user to display the current status of the
routing switcher matrix as the starting configuration for creating or editing a local salvo. Get Matrix
retrieves status of the entire matrix, while Get Current retrieves matrix status of only the selected destination
or switching level.
Note that salvos are workspace specific, therefore the workspace selected from the workspace drop-down
list displays only local salvos for that particular workspace. System salvos are displayed in the name list
regardless of the workspace selected.
Click the Real-Time Switching button to return to the Switching page.
Proprietary Information of PESA
4-41
Cattrax Web System Control Application
Publication 81-9059-0703-0, Rev. C
August 2014
Chapter 5 In the Event of Difficulty
5.1 PESA CUSTOMER SERVICE
If you have questions about, or are experiencing any difficulty with, your Cattrax Web system control
application, contact PESA’s Customer Service Department. Technicians are available to assist you 24 hours
a day, seven days a week.
Proprietary Information of PESA
5-1
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