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Appliance Initialization With Static Networking (ESS)
Last Updated: Nov 09, 2017 04:48PM EST

This article applies to:  Echo360 Admins

Summary

This how-to article will describe the correct procedure for initializing an appliance in a network that requires static IP addressing.

Veteran users of the EchoSystem will recognize similarities between this and the generic procedure for initializing an appliance with DHCP. Many of the steps are identical, but the differences are critical. Please pay careful attention to notes in the following steps, which will point out where these differences are most important.

Relevance

The method in this article should be used whenever DHCP is not available for your appliances in their production environment. All appliances, in the absence of a static configuration, will attempt to use DHCP to discover their IP addresses. On networks without DHCP, or where DHCP would yield an address on a V/LAN or subnet that is isolated from the ESS, the normal configuration method will fail. Conversely, these instructions are only valid for the static networking scenario and may cause problems if used on networks with DHCP fully implemented.

Procedure

The following instructions assume the user is equipped with the most current version of the ESS. For earlier versions, there may be some minor differences in procedure, but all of the configuration options described here will be available in some arrangement on all releases.

  1. Remove the new appliance from its packaging and make a note of its MAC address. This can be found printed on the label on the appliance’s chassis.
  2. Connect the new appliance to power and Ethernet, and allow it to remain online.
    • Note: The physical network segment to which the appliance is connected at this time should be the one for which it will be logically configured. If the subnet of the attached segment does not match the given parameters, configuration will fail.
  3. Using a web browser, navigate to the Configuration -> Devices page of your ESS Administration UI.
  4. Click the green Add button near the bottom of the page.
  5. Populate the following fields:
    1. Type: Select Capture Appliance or SafeCaptureHD for the “Type” field as appropriate for the appliance's model.
    2. Mac Address: Type the appliance’s MAC address recorded earlier, including hyphens.
    3. Room: If a room has been created for this device, select it here. If another device is already assigned to the desired room, first remove that assignment from the other device’s page before proceeding. This field is not required for initialization, but is required for capture licensing later on.
    4. Device Network Settings: These Time Server fields should be pre-populated with values from your ESS organization defaults. At least two different time servers must be accessible to the appliance at any given time for it to function properly.
    5. Static Network Settings: Check (enable) the Static Network Config box to expose the networking parameter fields. At a minimum, populate the four required fields to define this device’s network identity.
  6. Click the blue Save button near the bottom of the page. The page will refresh and a green message will appear at the top of the page indicating that the item has been added.
  7. Click the Download Device Configuration File >> link near the bottom of the page. The ESS will offer a file called device.xml, which must be saved to the root of your USB mass storage device. Be careful not to rename the file.
    • Note: Be sure only to download this file from the device page that was just created. This link will contain the word "Device" to signify that a device-specific configuration file is being offered. Do not download this XML file from the "Generic" link on the main Devices page, as the generic file does not contain any static networking parameters. Do not supply this file to any device other than the one for which it was created, as other appliances will reject it.
  8. Deliver the USB mass storage device to the appliance by connecting it to either of the appliance’s (front or rear) USB ports.
  9. Wait 30 seconds. If your USB mass storage device has an activity indicator LED, it will blink several times during this interval. Once it is solid again, remove the storage device.
  10. It may take up to 5 minutes for the appliance to completely instantiate its new configuration. This step requires data communication between the ESS and the device so the appliance can download and install its software for the first time. It is very important that the appliance not be powered off during this interval. Monitor the ESS for the status of the device. An uptime in the device's row indicates success.
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