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Milestone XProtect Transact 2.5 Administrator`s Manual

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1. 11 LICENSING 3 con core ee vats Severance doce aaa ua ia taia au Pe dee ta Co Esa ae Pa cles 12 REGISTERING YOUR SOFTWARE LICENSE CODE SLC 12 OBTAINING ADDITIONAL LICENSES 14 GETTING STAHTED inr eat dada aria ina ja rii 16 ADMINISTRATION 17 Transact Server Service 17 MANAGING SERVER SERVICE SETTINGS c0ccesceneceecenscneceeccneceeccesensceescneceeseusenes 17 SOURCES AND CONFIGURATIONS c0cceeceecceeceeccneceecceseneceeceuecesceuseneceesenseessensenees 18 Different Source 18 Reader friendly Data through 19 www milestonesys com Page 4 Contents Milestone XProtect Transact 2 5 Administrator s Manual Advanced Event Features eere eese reete eee en enne ennt nennen ntn nnn nennen nennen natn MANAGING SOURCES Meet 19 Adding
2. INSTALLING THE TRANSACT PLUGIN FOR THE SMART 48 CREATING A VIEW WITH TRANSACTIONS IN THE SMART CLIENT 51 BACKING UP amp RESTORING THE TRANSACT DATABASE 54 WHV BACK UP casei ni din un a ainu a ora A 54 What is the SQL Server transaction log and why does it need to be flushed 54 PREREQUISITE Sitna in tat m 54 BACKING UP THE DATABASE inna iara in dor c na n ra i d na a adune nai 55 RESTORING THE DATABASE ncasa san anni ana due ca DE IH M MEN Ida d 55 REMOVING THE 11 1 57 REMOVING THE TRANSACT SOFTWARE c cceee rennen 57 REMOVING THE SQL SERVER EXPRESS DATABASE 57 REMOVING THE SMART CLIENT PLUGIN eeeeeeeee eene ennnnn nennen nnn 57 USING THE BUILT IN HELP SYSTEM 59 NAVIGATING THE BUILT IN HELP SYSTEM esee 59 THREE TYPES OF LINKS IN HELP 60 PRINTING TOPICS iai aul ii ii ne Si ii n 60 GLOSSARY fe ala aia ran a i BR id a ia il 61 www milestonesys com Page 6 Contents Milestone XProtect Transact 2 5 Administrator s Manual Introduction Product Overview Milestone XProtect Transact is a powerful tool f
3. Milestone 8 XProtect M Transact 2 5 Administrator s Manual Milestone XProtect Transact 2 5 Administrator s Manual Target Audience for this Document This document is intended for system administrators This document explains how to install and configure Milestone XProtect Transact as an add on to a Milestone XProtect surveillance system Descriptions about how to browse transaction data and video recordings together using the Viewer or the Smart Client are available in the Milestone XProtect Transact User s manual aimed at end users who solely use Transact for browsing transaction data and video recordings www milestonesys com Page 2 Target Audience for this Document Milestone XProtect Transact 2 5 Administrator s Manual Copyright Trademarks and Disclaimer Copyright 2010 Milestone Systems A S Trademarks XProtect is a registered trademark of Milestone Systems A S Microsoft and Windows are registered trademarks of Microsoft Corporation All other trademarks mentioned in this document are trademarks of their respective owners Disclaimer This help system is intended for general information purposes only and due care has been taken in its preparation Any risk arising from the use of this information rests with the recipient and nothing herein should be construed as constituting any kind of warranty Milestone Systems A S reserve the right to make adjustments without prior notificati
4. 1 Create an event called Withdrawal that listens for T New Event AX occurrences of the string withdrawal and sends te M i ia event string withdrawal to the surveillance system Name See Managing Events on page 38 for more Withdrawal information Search string withdrawal 2 Create an event group called Withdrawal Event Case sensitive Group and fill in the necessary information about the surveillance systems address and port number Simple Select UDP as protocol See Managing Event Groups on page 39 for more information Event string withdrawal T New Event Group Cancel 589 Name Withdrawal Event Group Address localhost Port 1234 a Protocol UDP Events C Change Withdrawal C Cash Credit card Deposit Retumed item www milestonesys com Page 42 Administration Milestone XProtect Transact 2 5 Administrator s Manual 3 Create a generic event called Withdrawal in your surveillance system s Administrator application See How to Create a Generic Event Triggered by Transaction Data on page 41 for more information Make sure that the selected protocol and event rule string matches the one in the Withdrawal Event Group created in step 2 Access to features in the Administrator application including generic events may require administrator rights Add New Event Notification settings Send Email if th
5. Editing an Event To edit an event do the following 1 Open the Transact Administrator window 2 Onthe Transact Administrator window s Events tab select the required event and click the Edit button This will open the Edit Event window 3 Inthe Edit Event window change the required settings 4 Click OK to save your settings Deleting an Event To delete an event select the required event on the Transact Administrator window s Events tab and then click the Delete button Managing Event Groups For easy and flexible usage of transaction events you can group events in event groups Each transaction event can be member of several groups With event groups you also specify how transactions data is send to your surveillance system and you can associate sources to an event group It is prerequisite that you define generic events in the surveillance system that match the criteria of the transaction events from Transact Transaction events are supported in Milestone XProtect Enterprise and Milestone XProtect Professional www milestonesys com Page 39 Administration Milestone XProtect Transact 2 5 Administrator s Manual See Sources and Configurations on page 17 Events and Event Groups page 37 Managing Events on page 38 How to Create a Generic Event Triggered by Transaction Data on page 41 How to Test Events on page 42 Viewing Alerts Triggered by Transaction Events in the Smart Client on page 44 and Viewing Ala
6. You will get the choice of using an existing SQL 2005 Server the network or setting up SQL Server Express Edition a lightweight yet powerful version of a full SQL server on the computer itself Important If you are updating from a previous version of Transact we recommend you install the new database application read Updating from a Previous Version on page 11 f you chose to setup a SQL Express Edition only edit the SQL services user and System administrator password fields if required For example if your local security setup requires you to use another user than the one suggested per default If you chose to use another user that the default this user must already be known by the server Tip If you change the password it must be at least eight characters long and must contain characters from three of the following four categories Latin uppercase letters A through 2 Latin lowercase letters a through z Base 10 digits 0 through 9 Non alphanumeric characters for example or Furthermore click the link to read the Microsoft SQL Express 2005 license agreement f you use the existing SQL database only edit available SQL servers if required For example if your local security setup requires you to use another server than the one suggested per default Make your selection Click Next This installation may take a short while after which you are automatically taken to the following
7. tfire Remove Ce 9 Click the Network button to define that Corporate will be handling the token authentication of the Smart Clients Network Configuration r Server Settings Server address LAN Server address WAN Cancel 10 Specify the LAN IP address of the Milestone XProtect Corporate Management Server 11 When you are ready click OK 12 Click Close to close the Add Remove Protect Enterprise Servers window You are now ready to view transaction data together with recordings from Corporate cameras in Smart Clients See Installing the Transact Plugin for the Smart Client on page 48 and Creating a View with Transactions in the Smart Client on page 51 for more information Installing the Transact Plugin for the Smart Client Viewing of transactions in the Smart Client requires that a Transact Plugin is installed on the computer running the Smart Client Everyone using a Smart Client with Transact must download and install the plugin Even if you are going to use the Smart Client on the same computer as the Transact Server you should still download and install the plugin To download and install the Smart Client Transact Plugin do the following 1 Open an Internet Explorer browser version 6 0 or later and connect to the URL or IP address specified by your system administrator in order to connect to the surveillance system server s download page www milestonesys com Pag
8. Recording 1 Group2 a 4 PIZ Event 7 Event External Output Unit Group Group 4 Other See Managing Events on page 38 Managing Event Groups on page 39 How to Create a Generic Event Triggered by Transaction Data on page 41 How to Test Events on page 42 Viewing Alerts Triggered by Transaction Events in the Smart Client on page 44 and Viewing Alarms Triggered by Transaction Events in Viewer on page 44 for more information Managing Events Through Milestone XProtect Transact s event and event group features you are able to get Transact to listen for occurrences of specific words numbers characters etc in the transaction data and generate events when the specified occurrences are found For easy and flexible usage of transaction events you can group events in event groups See Events and Event Groups on page 37 and Managing Event Groups on page 39 for more information You define and edit the events on the Events tab in the Transact Administrator window Adding an Event To add an event do the following 1 Open the Transact Administrator window 2 On the Events tab click the Add New button This will open the New Event window 3 Inthe Name field specify a name for the new event 4 Inthe Search string field write the string you would like to search for in the transaction data You can search for words numbers and special characters that match the string you would like to find in t
9. You have chosen to store Transact data in a database on an existing SQL Server on your network When that is the case Transact simply points to the database s location on the SQL Server e SQL Server Express Edition You have chosen to store Transact data in a SQL Server Express Edition database on the Transact Server itself Regularly backing up your Transact database is always recommended Having a backup gives you the ability to restore your Transact data in a disaster recovery scenario However backing up also has the added benefit that it flushes the SQL Server s transaction log What is the SQL Server transaction log and why does it need to be flushed Each time a change in the Transact data occurs the SQL Server will log the change in its transaction log regardless whether it is a SQL Server on your network or a SQL Server Express edition The transaction log is essentially a security feature that makes it possible to roll back and undo changes to the SQL Server database The SQL Server by default stores its transaction log indefinitely and therefore the transaction log will over time build up more and more entries The SQL Server s transaction log is by default located on the system drive and if the transaction log just grows and grows it may in the end prevent Windows from running properly Flushing the SQL Server s transaction log from time to time is thus a good idea flushing it does not in itself make the transaction log
10. 6 8 3 0 0 Please Aga 003 0504 tue ition a line break and an omission listed in the 1 In this example the cor laracters a0x0d0x0a have been transformed into a line break Example of a substit Filters overview fi 0x0 Tip If you are not happy with the applied line break you can always remove or edit it Select the unwanted line break in the Filters overview field then click the Delete Filter or Edit Filter button How to Use Start and Stop Masks You are able to define a start and stop mask to indicate where a transaction ends and a new begins Horizontal lines are inserted in the Filtered data field to visualize where the transaction starts and ends and will thus help to keep individual transactions separate A stop mask is not compulsory but can be useful if the received data contains irrelevant information perhaps information about opening hours or special offers between actual transactions To add a start or stop mask do the following 1 Open the Transact Administrator window 2 Transact Administrator window s Sources tab click the Add New button if you want to add a new source or the Edit button to edit an existing source 3 Inthe Create Edit Source window s Configuration section click the Add New or Edit button depending on whether you want to add or edit a new configuration 4 Inthe Raw data field in the Create Edit Configuration window fin
11. Filter field should be replaced by a line break When this check box is selected any content in the Substitution field will be cleared See also How to Omit Characters on page 30 How to Use Substitutions on page 31 and How to Add Line Breaks on page 31 for more information about filters The Select Input Source Window In the Select Input Source window you are able to capture sample transaction data for use when creating a configuration You access the Select Input Source window by clicking the Capture from Source button in the Create Edit Configuration window See How to Capture Transaction Data on page 28 for a step by step guide The Select Input Source window contains the following settings Select a source for input sampling Select the required input source from the list The list will only contain input sources matching the type of source you are currently working with Example If you are currently working with a configuration for a serial port source only serial port input sources will appear in the list Properties Names and values of the selected source are listed here Start Stop Click the button to start or stop the capturing of transaction data 7 Select source bx sampling Statue Feed Running Properties Value COM Pot 4 Baud 1200 Handshake Sua Master Slave Setup You can set up several Milestone XProtect Transact servers in a master slave relationsh
12. Withdrawal Deposit C Credit card C Cash C Change Returned item 7 Click OK to save your settings See How to Create a Generic Event Triggered by Transaction Data on page 41 for more information about how to create a generic event in your surveillance system that can be triggered by your new transaction event When you have created an event an event group and a generic event in your surveillance system that matches the criteria in the transaction event you can test your transaction event to verify that the specified action is triggered in your surveillance system See Managing Events on page 38 How to Create a Generic Event Triggered by Transaction Data on page 41 How to Test Events on page 42 Viewing Alerts Triggered by Transaction Events in the Smart Client on page 44 and Viewing Alarms Triggered by Transaction Events in Viewer on page 44 for more information Editing an Event Group To edit an event group do the following www milestonesys com Page 40 Administration Milestone XProtect Transact 2 5 Administrator s Manual 1 Open the Transact Administrator window 2 Onthe Transact Administrator window s Event Groups tab select the required event group and click the Edit button This will open the Edit Event Group window 3 Inthe Edit Event Group window change the required settings 4 Click OK to save your settings Deleting an Event Group To delete an event select the required event group on
13. color Fitter Line break Substitution 6 6 6 4 Please Ag Os 0 04 0 e Start mask Lets you define a start mask i e which characters the transaction data you want to be used for indicating the beginning of a new transaction See How to Use Start and Stop Masks on page 32 for more information e Stop mask Lets you define a stop mask i e which characters in the transaction data you want to be used for indicating the end of a transaction e Use You are able to use wildcards in start and stop masks A wildcard is a special symbol that stands for one or more characters Wildcards thus allow you to define start and stop masks without being 100 specific about the masks character content Two different types of wildcard use are available o Wildcards The start and or stop mask are case sensitive The following wildcards can be used any one or more characters or digits zero or more characters or digits o Regular Expression Use regular expressions a highly flexible method with which software developers and other people with programming knowledge are able to express how software should look for a text pattern and what to do when the text pattern is found Any case sensitivity wildcards etc will depend entirely upon the way regular transactions are used in your environment e Encoding Lets you select required character set to convert the source s transaction data which i
14. devices on the internet IP Address Internet Protocol address the identifier for a computer or device on a network Used by the TCP IP protocol for routing data traffic to the intended destination An IP address consists of four numbers each between 0 and 256 separated by full stops example 192 168 212 2 IPIX A technology that allows creation and viewing of 360 degree panoramic images MAC Address Media Access Control address a 12 character hexadecimal number uniquely identifying each device on a network MPEG A group of compression standards and file formats for digital video developed by the Moving Pictures Experts Group MPEG MPEG standards use so called lossy compression as they store only the changes between frames removing often considerable amounts of redundant information Keyframes stored at specified intervals record the entire view of the camera whereas the following frames record only pixels that change This helps greatly reduce the size of MPEG files 5 Point of Sale PTZ Pan Zoom Tilt a highly movable and flexible type of camera R RS 232 Shot for Recommended Standard 232 a standard interface for connecting serial devices 5 SLC Software License Code product registration code required for using the surveillance system software If you do not have system administration responsibilities you do not have to deal with SLCs System administrators use SLCs when installing and registering the so
15. file smaller but it prevents it from growing out of control Transact does not however automatically flush the SQL Server s transaction log at specific intervals This is because users have different needs Some want to be able to undo changes for a very long time others do not care what would suit one organization s needs could be problematic for others You can do several things on the SQL Server itself to keep the size of the transaction log down including truncating and or shrinking the transaction log for numerous articles on this topic go to support microsoft com and search for SQL Server transaction log However backing up Transact s database is generally a better option since it flushes the SQL Server s transaction log and gives you the security of being able to restore your Transact data in case something unexpected happens Prerequisites You will need e Microsoft SQL Server Management Studio Express a tool downloadable for free from www microsoft com downloads Among its many features for managing SQL Server databases are some easy to use backup and restoration features Download and install the tool on your existing Management Server Other backup tools than SQL Server Management Studio Express will also work but this document describes use of SQL Server Management Studio Express www milestonesys com Page 54 Backing Up amp Restoring the Milestone XProtect Transact 2 5 Administrator s Manual Backing Up th
16. gt Microsoft SQL Server 2005 gt SQL Server Management Studio Express When you open the tool you are prompted to connect to a server Specify the name of the required SQL Server and connect with the default settings www milestonesys com Page 55 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual 10 11 12 Once connected you will see tree structure in the Object Explorer in the left part of the window Expand the SQL Server item then the Databases item Right click the VIDEOOS_TRANSACT database and select Tasks gt Restore gt Database The Restore Database dialog s General page do the following Under Source for restore select From device and click the button to the right of the field In the Specify Backup dialog s Backup media list make sure that File is selected Then click the Add button In the Locate Backup File dialog locate and select your backup file VIDEOOS_TRANSACT bak Then click OK Back in the Specify Backup dialog the path to your backup file is now listed Click OK Back on the Restore Database dialog s General page your backup is now listed under Select the backup sets to restore Make sure you select the backup by selecting the check box in the Restore column Now go to the Restore Database dialog s Options page and select Overwrite the existing database Leave the other options as they are When ready click OK to begin the restorat
17. in the Filters overview field In this example the control character has been filtered out completely Tip If you are not happy with an applied filter you can always remove or edit it Select the unwanted filter in the Filters overview field then click the Delete Filter or Edit Filter button How to Use Substitutions You are able to substitute information one or more characters in the raw unformatted transaction data and replace it with new text or characters To substitute content in a source s configuration do the following e Create Edit Configuration window click and drag to select the characters in the Raw data field that you want to substitute e Click the Substitute button to substitute i e replace the selected characters In the Edit Filter window type the characters that you want replace the selected characters with in the Substitution field You can immediately view the effect of the substitution in the Filtered data field In the Raw data field the selected characters will be highlighted in a light green color agag The characters to be substituted will furthermore be listed and highlighted in a light green color in the Filters overview field Fitter Line break Substitution 8 5 0 0 Please Aga 003 0 04 0 Example of a substitution a line break and an omission listed in the Filters overview field this example the charact
18. installation step 5 Database Create Select you are upgrading from a previous version select whether you want to use your existing database or create a new one Specify a database password manually only if your local security setup requires you to Click Next 6 Install Server On this installation step the Transact server will be installed Click Next 7 The Transact installation is complete Click Close You are now able to open the Transact Administrator window in which you configure your Transact solution You access the Transact Administrator window by double clicking the Transact Administrator desktop shortcut Alternatively you can access it from Windows Start menu by selecting Start gt All Programs Milestone Transact Transact Administrator Updating from a Previous Version If you are updating from a previous version of Milestone XProtect Transact note the following www milestonesys com Page 11 Installation and Licensing Milestone XProtect Transact 2 5 Administrator s Manual e Prior to installing Transact 2 5 you must remove the Transact software Transact Plugin Installer and any Smart Client Plugins of the previous Transact version e Milestone XProtect Transact 2 5 uses a new database Microsoft SQL Server 2005 Express Edition compared to previous versions of Transact Microsoft SQL Server Desktop Engine e Transact 2 5 can use the old database but we recommend installing the new a
19. on the registration website See Licensing on page 12 for more information about the two types of licenses The registration process is brief and easy To register your SLC do the following www milestonesys com Page 12 Installation and Licensing Milestone XProtect Transact 2 5 Administrator s Manual E 1 Goto the Milestone website at www milestonesys com click the Login link and select Software Registration mem m sm dd prea tata um eem m i sospes m Illustrations are examples only website layout may change over time 2 Login to the Software Registration Service Center with your user name e mail address and password Tip If you have not used the Software Registration Service Center before click the New to the system link and follow the instructions for registering yourself as a user then log in to the Software Registration Service Center using your registered user name and password 3 Inthe Software Registration Service Center click the Add SLC link ed 4 Type your SLC and click Submit When asked whether you want to add the SLC to your account click OK 5 Once your SLC has been added click the main menu link www milestonesys com Page 13 Installation and Licensing Milestone XProtect Transact 2 5 Administrators Manual m ae n 13 p 6 You are now ready to obtain a Connection Li
20. the Alarm Overview control panel 2 Inthe Alarm Overview control panel click the Events button Now a list of alarms that originate from events is displayed www milestonesys com Page 44 Administration Milestone XProtect Transact 2 5 Administrator s Manual 3 From the listed transaction events click the required alarm to view the transaction data and recordings from the selected event in the view ses pc i Storage and Licensing Settings On the General Settings tab in Transact Administrator you can define the default number of days to store transaction data and update your Transact installation s licensing information Default values In this section you define the default duration for which to save transaction data e Default days to store transactions Lets you specify the default number of days for which to store transaction data If you do not specify otherwise the default is seven days Transaction data older than the specified number of days will be deleted from the Transact Database and will therefore not be available for browsing in the client applications Make sure the default number of days is sufficiently high to cover your organization s needs The field lets you specify a default number of days which will be used if nothing else has been defined for individual sources See Adding a New Source in the Managing Sources topic on page 19 for more information about how to define transaction stor
21. the internet simply run the exe file from the location at which you have saved it After a short wait the Transact Installation window will open 2 License Agreement Read the license agreement click Agree to accept the license terms and click Next 3 Enter Information In the SLC Software License Code field type the Software License Code for your Transact solution Tip The Software License Code is printed on the Product License Sheet enclosed with the Transact software DVD In the CLK Connection License Key field type the Connection License Key that was generated when you registered your Software License Code In the Service port field only edit the default value 9001 if your local setup requires you to Click Next 4 SQL Server Install Select The Microsoft SQL Server used for handling the Transact database will now be installed www milestonesys com Page 10 Installation and Licensing Milestone XProtect Transact 2 5 Administrator s Manual 7 Milestone XProtect Transact 2 5e installation co 8m steps SQL server irstallason seechoe Instal MS SOL Server 2006 Express on thes computer agreement Enter information SUL services user NT AUTHORITY SYSTEM SQL Server System adrriniatrator Database Create Select Irestall Server TEX Complete Use existing MS SQL Server 20002005
22. typically used by printers for indicating line breaks when to cut off a till receipt etc Genes Fae Line trea 04 gt Sing e 1252 ox Cancer e We click the Add New Line button and a line break is inserted instead of the two control characters Furthermore information about the two control characters replaced by the line break appear in the Filter overview list www milestonesys com Page 25 Administration Milestone XProtect Transact 2 5 Administrator s Manual hom Few date Bernd pO Faw Line tread 04 Um ikse modro wadoi 1 ox Cancel Also note how the Filtered data field changes accordingly The Filtered data field provides a preview of how the transaction data will look when presented to end users in the client applications In this example the line break is all the formatting we require In most cases omissions removal of certain content and substitutions would be required as well They are applied in a similar way by dragging to select the required characters in the Raw data field then clicking the relevant button See How to Omit Characters on page 30 How to Use Substitutions on page 31 and How to Add Line Breaks on page 31 for more informat
23. view data from several Transact servers in the Smart Client See Master Slave Setup on page 35 for more information You define the master servers for the Transact server you are configuring by clicking the Masters tab in the Transact Administrator window Defining a Master Server Prerequisites When defining a master server for the Transact server you are configuring you need to enter the master server s server service settings Have information about the master server s server service settings ready when defining the master slave setup To define a master server do the following 1 the Transact server that is going to be configured as slave open the Transact Administrator 2 Click the Masters tab then the Add New button 3 Specify the administration service name host name and port number of the master server and click OK www milestonesys com Page 36 Administration Milestone XProtect Transact 2 5 Administrator s Manual Editing a Master Server Prerequisites When editing a master server for the Transact server you are configuring you need to enter the master server s server service settings Have information about the master server s server service settings ready when editing the master slave setup To edit a master server do the following 1 the Transact server that is configured as slave open the Transact Administrator and click the Masters tab 2 Select the master server you want to edit then cl
24. Ese 20 Editing SOUFce fite c ina aa ao i a daia i ecua 20 Deleting SOUFCe na aa ai o 21 Suspending Resuming anna nana nana neam 21 Refreshing the Status of 4 4 0 000000 21 The Create Edit Source Window s Dialog 2 22 222 21 5 gt 2 5 24 Creating a 24 How to Capture Transaction Data essen 28 Editing a Configuration mmmu nenea eee nene nenea nea nana naini ana intrans asas nnne nn nn sana 29 Copying a Configuration 29 Exporting Importing a Configuration 4 4440 440 ma aan ma aan ze 30 How to Omit Characters icc cu aa d il ii a iad n til t d tul id 30 How to Use 31 How to Add Line ca deea i Dea ai ci i it 31 How to Use Start an
25. OurDevice Port Lets you specify the local port number on which communication between the Transact Server service any Transact master slave servers and the client applications should take place The default port number is 9001 If you want to change the port number make sure you select a port number which is not already in use for other purposes Click the Set button to begin using the new port number Tip To verify which ports are in use on a given computer select Start gt All Programs gt Accessories gt Command Prompt the command prompt window type netstat a and press ENTER to display a list of all current TCP IP network connections and listening ports For more information about the various parameters to use with the netstat command type netstat and press ENTER e Protocol Lets you choose between http default and Net Tcp If you change from one protocol to the other you need to restart the Transact Administrator restart the surveillance system server and restart the relevant Smart Clients for the change to take effect e Outside host Lets you specify the outside IP address of the Transact Server service so it can be accessed over the internet e Outside port Lets you specify the outside port number on which communication between the Transact Server service and the client applications should take place so they can communicate over the internet Sources and Configurations A source is a data source through whic
26. Protect Smart Client Plug in for Transact 2 5 Setup Wizard opens Welcome to the Milestone XProtect SmartChent e Plug in for Transact 2 6 Setup Wizard al ora ot Sy prine Basi pl ata arma nel bn 2 5 compu WARMED The compute progam protected n iem and seges detbulum di m gaa or poten 4 ay emi m cv edi be n Pe naana ener sem im ICE Click Next 5 Read the license agreement and select Agree to accept the license terms License Agreement n tabe sumeri te fe apamat now yoo accept fw tems debon 1 Agee fen Vet Oieee cick Oro ont for the Treseect potteme ptedect which include associates software parte dia printed materials sad onlise or electronic documentation The Protect Transact software product This license agreement 1 legally binding agreement tween you either an i amp dividual or single entity will be referred to a the software compoaeat the pem mM line meo AF mom ete fhe dolet Ager s jip Then click Next to continue 6 Select required installation folder a default installation folder is automatically suggested Also select who just you or everyone should be abl
27. See Creating a Configuration on page 24 for more information Edit Available only when an existing configuration is selected Opens the Edit Configuration window in which you are able to edit the properties of the selected configuration Delete Available only when an existing configuration is selected Lets you delete the selected configuration You will be asked to confirm that you want to delete the configuration Copy Available only when an existing configuration is selected Lets you copy the selected configuration edit it as required and save it under a new name Editing and saving takes place in the Create Configuration window This may be especially relevant if you require two or more near identical configurations in which case you are able to base subsequent configurations on an existing one thus minimizing your workload www milestonesys com Page 22 Administration Milestone XProtect Transact 2 5 Administrator s Manual Event group The Event group section lets you associate the source with an event group The event group can then trigger actions through generic events defined in Milestone XProtect Enterprise or Milestone XProtect Professional See Events and Event Groups on page 37 for more information Some of the content of the Create Edit Source window is specific for the source you have chosen Troy Box Sources The Troy Box properties section lets you specify where to contact the Troy box on your networ
28. Settings on page 45 for more information about how to configure the different Transact settings e Show System S atus This opens the Show System Status window where you get detailed information on all system sources and their current status Show Log This opens the Show Log window where you get detailed system log information Managing Server Service Settings In the Transact Server Service Configuration window you define general settings for the Transact Server Service and 7 Server Service Configuration t the ports and services used for communication between the Transact Server Service the Transact Administrator any Service name Serace Transact master slave servers and the client applications Admin Host DKLT MKM 01 e Service name The name for the service communicating with the Smart Client By default Port 9001 Service You can change the name if another service has the same name caza z Outside host e Administration service name The name for the Outside Port 9001 service communicating with the Transact Administrator By default Admin You can change OK Cancel the name if another service has the same name www milestonesys com Page 17 Administration Milestone XProtect Transact 2 5 Administrator s Manual e Host Lets you specify the local IP address or host name of the Transact Server Service Example of an IP address 123 123 123 123 Example of a host name
29. Transact 2 layout are particularly suited for viewing transaction data and camera images together New Group 1 Inn P Rene 3 XC LB 1 3 Wide 9 Gd GE EB 9 m es ps 7 7 8 8 Example of available layouts more layouts may be available in your version Depending on requirements and user rights you may create the view in a shared or private group Tip For further information about how to create views see separate documentation for your Smart Client 4 Drag the required cameras from the Setup tab s System Overview section to the view s camera slots 5 This step and the next may not be necessary if you are using one of the Transact views particularly suited for viewing transaction data and camera images together Drag the System Overview section s Transact Source entry to the slot in which you want to view transaction data The transaction data slot now changes color However you must still specify exactly which Transact source you want to view transaction data from Tip If more than one Transact source is available and if enough slots are available in the view you can include more than one Transact source in the view You can also create several views with different transaction sources See Status of Transaction Sources in the separate Milestone XProtect Transact User s manual for information about the status bar of transaction view slots and the differ
30. ab select a source that has the required source type serial port TCP client or Troy box for your export 3 Inthe Edit Source window s Configuration section select the required configuration and click the Edit button 4 Inthe Edit Configuration window click the Export Filters button 5 Specify a name for the export file and save it by clicking Save The exported configuration s filters are saved as a filter file 6 Click Cancel to close the Edit Configuration window 7 Click Close to close the Edit Source window 8 Onthe Transact Administrator window s Sources tab select the source that should reuse the exported configuration settings and click the Edit button If you would like to add a new source click the Add New button See Creating a Configuration on page 24 for more information 9 Inthe Create Edit Source window s Configuration section click the Add New or Edit button as required 10 In the Create Edit Configuration window click the Import Filters button Select your previously exported file and click Open 11 Edit if relevant the imported filter settings Specify a start mask and if relevant a stop mask and click OK to save your new configuration For each transaction a start mask followed by a new line is compulsory otherwise no date will be recognized and fed into the system Tip If you are going to create several near identical configurations for several sources of the same s
31. acters such as 5 etc Click the Capture from Source button to capture some sample transaction data on which to base your configuration This will open the Select Input Source window In the Select Input Source window select the required input source then click the Start button to being capturing transaction data Wait sufficiently long for at least one but preferably more transactions to complete then click the Stop button See How to Capture Transaction Data on page 28 for more information about capturing transaction data www milestonesys com Page 24 Administration Milestone XProtect Transact 2 5 Administrator s Manual 7 Click OK to return to the Create Configuration window in which the captured transaction data will now appear in the Raw data field 8 You are now ready to add filters omit characters i e define which characters to remove add substitutions i e define which characters to replace with other characters and add line breaks The following is an example only The example outlines the capture of a limited amount of raw i e unformatted transaction data and how individual elements of the raw transaction data can subsequently be marked in order to be omitted substituted replaced with line breaks indicate the beginning end of a transaction etc In this example we do the following e We click and drag in the Raw data field to select two control characters non printing characters
32. action data for ever Even when Forever is selected the ability to store transaction data will be limited by the available disk space on the computer running the Transact Database Days to store Lets you specify the required number of days for which to store transaction data for the source in question The number of days may be higher as well as lower than the Transact solution s default Transaction data older than the specified number of days will be deleted from the Transact Database and will therefore not be available for browsing in the client applications Make sure the number of days is sufficiently high to cover your organization s needs Configuration The Configuration section lets you manage the source s configuration See Creating a Configuration on page 24 and Editing a Configuration on page 29 for more information List of existing configurations Lets you select the configuration to use for the source in question Tip A single configuration can be used for several transaction data connections as long as the transaction data come from a source of the same type as the source for which the configuration was created By selecting a configuration from the list you furthermore get access to editing deleting or copying the selected configuration see description of the Edit Delete and Copy buttons Add New Opens the Create Configuration window in which you are able to define the properties of a new configuration
33. age periods for individual sources License In this section you are able to see your Transact Administrator Software License Code SLC and update the Connection License Key CLK Above the Software License Code SLC field you can see the MAC address of your computer Below the Connection License Key CLK field you can see how many sources you are able to view simultaneously See Licensing on page 12 for more information www milestonesys com Page 45 Administration Milestone XProtect Transact 2 5 Administrator s Manual Viewing Transactions With the Smart Client or Viewer application you are able to view transaction data together with recordings of the transaction taking place When you want to browse transaction data and video recordings together you open either the Smart Client or the Viewer application e The Smart Client requires that a plugin is installed see Installing the Transact Plugin for the Smart Client on page 48 The Smart Client offers extremely feature rich access to time linked transaction data and video recordings among other things view of live transactions export and print of transaction data and video and advanced search features If you have a Corporate surveillance solution see Integrating with Milestone XProtect Corporate on page 46 for more information e The Viewer application comes with all XProtect surveillance solutions except Milestone XProtect Corporate The Viewer offers basic acces
34. ator s Manual When the Transact Server receives transaction data from a source it stores the data in the Transact Database Video recordings are stored independently on your surveillance server as defined through the configuration of your XProtect surveillance solution www milestonesys com Page 8 Introduction Milestone XProtect Transact 2 5 Administrator s Manual System Requirements The following are minimum system requirements for using Milestone XProtect Transact Transact Server CPU Intel Pentium 4 or compatible minimum 2 4 GHz RAM 512 MB Network Ethernet 100 Mbit recommended Operating System Microsoft Windows XP Professional Microsoft Windows Server 2003 Microsoft Windows Server 2008 Windows Vista or Windows 7 both 32 and 64 bit versions Software Microsoft NET 3 0 framework required Milestone XProtect Corporate 1 5 or newer or Milestone XProtect Enterprise 6 0 or newer or Milestone XProtect Professional 6 0 or newer or Milestone XProtect Basis 6 0 or newer required Milestone XProtect Smart Client 3 0 or newer required Client Viewer or Smart Client with plugin CPU Intel Pentium 4 or compatible minimum 2 4 GHz RAM 512 MB Network Ethernet 100 Mbit recommended Graphics Card AGP or PCI Express 1024x768 Operating System Microsoft Windows XP Professional Microsoft Windows Server 2003 Microsoft Windows Server 2008 Windows Vista or Windows 7 both 32 and 64 bit versi
35. button if you want to add a new source or the Edit button to edit an existing source Define or if required edit the settings of the source in question as described in Creating a Configuration on page 24 or Editing a Configuration on page 29 In the Create Edit Source window s Configuration section select the required configuration and click the Copy button Configurations are saved together with the type of source serial port TCP client TCP XML or Troy box for which it has been created So if you have selected a serial port source you can only select configurations defined for serial port sources However exported filters can be used with configurations created for any type of source Type a name for the configuration in the Name field and change the required settings See The Create Edit Configuration Window on page 33 for more information about the different configuration settings Click OK to save your new configuration www milestonesys com Page 29 Administration Milestone XProtect Transact 2 5 Administrator s Manual Exporting Importing a Configuration If you want to reuse a configuration between different source types serial port TCP client or Troy box you can export the configuration from one source type and import it when creating or editing the configuration for another source type Do the following 1 Open the Transact Administrator window 2 Transact Administrator window s Sources t
36. cense Key CLK a license for the number of sources you can view Click the link representing your Transact SLC 7 Click the Add new MAC link to register the MAC address of the computer on which you are installing the Milestone XProtect Transact software Tip A MAC address is a 12 digit hexadecimal number example 0123456789AF also called the computer s Physical Address find the computer s MAC address do the following Click Start gt Run Type cmd in the Open field and click OK Write ipconfig all on the command prompt Find the Physical Address When you write the MAC address omit all hyphens The MAC address 01 23 45 67 89 AF must be written as 0123456789AF during the registration 8 Type the computer s MAC address in the first field 9 Then type a description in the second field for example the computer s IP address physical location or user Such descriptions will help you quickly recognize each computer especially helpful if you have several installations of XProtect Transact 10 Click the Submit button 11 When asked whether you want to add the device s MAC address to the SLC click OK 12 Click the Get all keys via email link to have your CLK sent to you by e mail 13 Click the Logout link to log out of the Software Registration Service Center Obtaining Additional Licenses If you want to view more simultaneous transaction sources than you currently have licenses for you must purchase additional lice
37. ckage must contain only the exact message specified in the Event message include field see description in the following Search if the received package must contain the message specified in the Event message include field but may also have other content e Event priority Specify a priority between 0 lowest priority and 1000 highest priority for the event in case a received data package matches more than one event e Event rule string the Event substring field specify the Milestone XProtect Transact event string or parts of it that you want the surveillance system to listen for when analyzing the transaction data packages Then click the Add button to add the specified term s to the Event message include field the content of which is used when analyzing received data packages You are furthermore able to use processing order parentheses and two different Boolean operators in the Event message include field by clicking the buttons to the right of the field o Optional If requiring an e mail alert to be sent automatically when the event occurs select the Send Email if this event occurs check box Note that in order to be able to use e mail alerts the e mail alert feature must have been set up in the surveillance system s E Mail setup window www milestonesys com Page 41 Administration Milestone XProtect Transact 2 5 Administrator s Manual o Optional If requiring an SMS mobile phone text message alert to be sent aut
38. d users can view the transaction data in a format matching real life till receipts ATM receipts etc If the data originates from a printer connection it may for instance contain unprintable characters used for indicating line breaks when to cut off a till receipt etc By creating a configuration you are able to e Clearly define when individual transactions begin and end e sure line breaks are used as required e Filter out unwanted characters e Substitute characters if required See How to Omit Characters on page 30 How to Use Substitutions on page 31 How to Add Line Breaks on page 31 and How to Use Start and Stop Masks on page 32 for more information Tip Transact comes with two built in configurations called Epson default and Analytics The Analytics configuration is only available for sources that use the source provider TCP XML Transact provider Epson default is available for all the other source providers Epson is a widely recognized printer manufacturer thus Epson s way of dealing with control characters is often supported by printers of other makes as well You can often save time by basing your configuration on a copy of the Epson default configuration See Copying a Configuration on page 29 for more information The built in configuration for the TCP XML Transact provider Analytics contains the necessary configuration for transaction data received as XML packages through a serial server device Further configuratio
39. d Stop 32 The Create Edit Configuration Window eese nenea anna nana nnne aaa 33 Th Edit Filter WIDnOOW nore sana anina a 34 The Select Input Source Window seres nennen nenea nnns nana aaa aaa 35 MASTER SEAVE aus MENU EU li li 35 Managing Master Slave Setup 36 EVENTS AND EVENT GROUPS n inima n n i aa 37 Managing iai cece o en aaa aid eta ata piata 38 Managing Event 39 How to Create a Generic Event Triggered by Transaction Data 41 How to Test a ca cust inte wana ad ti ca a daia iti 42 Viewing Alerts Triggered by Transaction Events in the Smart Client 44 Viewing Alerts Triggered by Transaction Events in Viewer 44 STORAGE AND LICENSING 6 45 VIEWING 46 www milestonesys com Page 5 Contents Milestone XProtect Transact 2 5 Administrator s Manual INTEGRATING WITH MILESTONE XPROTECT CORPORATE
40. d the characters in the transaction data that indicates that a transaction begins or ends 5 Type the start mask in the Start mask field and the stop mask in the Stop mask field In the Filtered data field the start and stop mask will be indicated by a horizontal line TEXT Ww llville Gents Gear Silk tie 39 95 Date 6 FEB 20 This example shows a horizontal line inserted before the start mask TEXT and after the stop mask Date Tip You are able to use wild cards in start and stop masks Start and stop masks are case sensitive unless using regular expressions See the description of the Use field in The Create Edit Configuration Window on page 33 for more information www milestonesys com Page 32 Administration Milestone XProtect Transact 2 5 Administrator s Manual The Create Edit Configuration Window Configurations are managed in the Transact Administrator window s Sources tab since configurations are associated with and customized to the different sources You access the two main configuration windows Create Configuration or Edit Configuration by clicking the Add New button in the Create Source window or Edit Source window The Create Edit Configuration window has the following content e Name Lets you specify a name for the configuration Tip If required the name may contain spaces and special characters such as etc If your are creating editing a configuration for the source prov
41. date the CLK information in the Transact Administrator application Codec A technology for compressing and decompressing audio and video data for example in an exported AVI file MPEG and Indeo are examples of frequently used codecs Configuration 1 The way a software or hardware system is set up 2 In this software specifically Settings determining how received transaction data are transformed into presentable data through the use of so called filters and masks This is necessary because the initially received transaction data typically consists of a single long string of information in which it can be difficult to see when individual transactions begin and end Control Character Non printing characters typically used by receipt printers for indicating line breaks when to cut off a till receipt etc D DirectX A Windows extension providing advanced multimedia capabilities DLK Device License Key a registration code required for every device IP network camera or IP video server installed on the surveillance system If you do not have system administration responsibilities you do not have to deal with DLKs System administrators obtain DLKs as part of the software registration process System administrators use the Import DLKs feature in the Administrator application to import DLKs into the surveillance system Driver A small program used for controlling communicating with a device F Fisheye A technology that allo
42. define start and stop masks See also The Create Edit Configuration Window on page 33 for more information about all configuration settings Tip If you are going to create several near identical configurations you can use the Copy button in the Create Edit Source window to quickly create new configurations based on an existing configuration for the same type of source You can also use the Export Filters and Import Filters buttons in the Create Edit Configuration window to quickly create new configurations based on an existing configuration for a different type of source See Copying a Configuration on page 29 and Exporting Importing a Configuration on page 30 for more information Configurations are saved together with the type of source serial port TCP client TCP XML or Troy box for which it has been created However exported filters can be used with configurations created for any type of source Copying a Configuration You do not need to edit or copy the built in configuration Analytics that is used in connection with the source provider TCP XML Transact provider Simply use the built in configuration Analytics as is You can copy configurations of the same source type serial port TCP client TCP XML or Troy box for easy reuse of existing configurations To copy configuration do the following 1 2 Open the Transact Administrator window On the Transact Administrator window s Sources tab click the Add New
43. e 48 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual Milestone XProtect Ths page provides you with chents drovers and tosts ter your surveillance system TT in doubt shoe which one n use ash your sarveilian system slos Smert 1 Senat Chest Lastais 2 se Remote eri The illustration above shows the type of page most users likely to see Other versions also exist If you see this type of page find the Smart Client section click Download and Install plugins and follow the instructions to Miestore Syrer XProtect Remote Cent 4 Smart Chem EP roteci Smart Olen rase mare genn atm t erene m came amp an 2 Click Transact to download and install the Transact Plugin Depending on your security settings you may receive one or more security warnings Do you want to run or save this file Do you want to run this software or similar exact wording depends on your browser version When this is the case accept the security warnings by clicking Run or similar exact button names also depend on your browser version www milestonesys com Page 49 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual 3 Once downloaded the Smart Client Plugin for Transact Setup wizard opens Click Next 4 The Milestone X
44. e Database 1 Stop the Transact Server service to prevent changes to the database being made during the backup process Note that Transact basically will not work while the Transact Server service is stopped it is thus important to remember to start the service again once you have finished backing up the database 2 Open Microsoft SQL Server Management Studio Express 23 Connect to Server from Windows Start menu typically by selecting All Microsoft Windows Server System Programs Microsoft SQL Server 2005 SQL Server SQL Server 2005 Management Studio Express When you open the tool you are prompted to connect to a server Specify the name of the required SQL Server in the example illustration in the Server name 01222 ra following the server is called MM01232 and connect with Aufheeticaicn Widows Aulbertication the user account under which the database was created Tip You do not have to type the name of the SQL server If you click inside the Server name field and select lt Browse for more gt you can select the required SQL Server from a list Connect __Cancel_ __Hetp_ _Optons gt _ instead i Once connected you will see a tree structure in the Object Explorer in the left part of the window Expand the SQL Server item then the Databases item We are primarily interested in the VIDEOOS_TRANSACT database 3 Right click the VIDEOOS_TRANSACT database and select Tasks gt Back Up 4 On t
45. e file and load the previously captured and saved transaction data when creating a new configuration See The Create Edit Configuration Window on page 33 for more information about the Load from File and Save to File buttons See also Creating a Configuration on page 24 for more information about how to create a configuration www milestonesys com Page 28 Administration Milestone XProtect Transact 2 5 Administrator s Manual Editing a Configuration You do not need to edit the built in configuration Analytics that is used in connection with the source provider TCP XML Transact provider Simply use the built in configuration Analytics as is To edit a new configuration to a source do the following 1 2 Open the Transact Administrator window On the Transact Administrator window s Sources tab click the Add New button if you want to add a new source or the Edit button to edit an existing source Define or if required edit the settings of the source in question as described in Creating a Configuration on page 24 In the Create Edit Source window s Configuration section click the Edit button You are now ready to edit the configuration See How to Omit Characters on page 30 How to Use Substitutions on page 31 How to Add Line Breaks on page 31 and How to Use Start and Stop Masks on page 32 for more information about how to omit or substitute characters in the raw transaction data how to add line breaks and
46. e from source button in the Create Edit Configuration window In the Select Inout Source window s see page 35 top section select the required input source Tip The list will only contain input sources matching the type of source you are currently working with Example If you are currently working with a configuration for a serial port source only serial port input sources will appear in the list Properties of the selected source will be displayed in the Select Input Source window s lower section Click the Start button to begin capturing transaction data When clicked the Start button changes to Stop Wait sufficiently long for at least one but preferably more transactions to complete If the cash register ATM etc providing the transaction data is visible from where you are situated you will easily be able to determine how long to wait for If the cash register ATM etc is not visible use the number of captured bytes displayed near the bottom of the window after you click the Start button as an indication of the amount of data captured In most cases capturing approximately 3000 bytes of data will suffice Click the Stop button to stop capturing transaction data When ready click OK The captured transaction data will now be displayed in the Create Edit Configuration window s Raw data field ready for use when defining the properties of the configuration Tip You are able to save captured transaction data in a captur
47. e to access the plugin if in doubt select Everyone 03 Select Installation Folder a The Sas COn Aga 1 2 5 to fa titie Ta miai che Wof Te metal to a tater mes 4 cr ckt Done Cag um Fie ere Pui ide s F D Cont etal PAoa ter Tant 2 5 or pureed fer anyone snnm Then click Next 7 Click Next again to start the actual installation of the plugin www milestonesys com Page 50 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual d iets YPvetee tent Png n Tramact 2 OU Confirm Installation eb Ly The n to Minione Smaller Plug e te 1 2 5 on compute heh host t irt ta em 8 Wheninstallation is complete click the Close button XVvetect Ceca i boost Pha in fer Tramact 2 o Installation Complete e S Misere Mage Trasa 25 hac teen meded Dees um Windows Linciate chech Por any updanes NET Foam You are now able to view data received through the surveillance system s Transact add on component with video recordings in your Smart Client See Creating a View with Transactions in the Sma
48. ed by any number of characters Example If you specify return as your search string all occurrences containing the letters return such as returned item returns and similar will be highlighted The question mark character with which any single character can be substituted Example If you specify the search phrase j ck all occurrences such as jack jock etc will be highlighted You may use several question mark characters in your search Examples jac n or j cks n The hash character with which any single digit can be substituted Example If you specify the search phrase 4 all occurrences such as 40 41 etc will be highlighted You may use several hash characters in your search Examples 4 or 1244747 5 Inthe Event string field specify the string that you want to send in a TCP UDP data package to the surveillance system 6 Click OK to save your settings When you have created an event an event group and a generic event in your surveillance system that matches the criteria in the transaction event you can test your transaction event to verify that the specified action is triggered in your surveillance system See Managing Event Groups on page 39 How to Create a Generic Event Triggered by Transaction Data on page 41 How to Test Events on page 42 Viewing Alerts Triggered by Transaction Events in the Smart Client on page 44 and Viewing Alarms Triggered by Transaction Events in Viewer on page 44 for more information
49. ent possible states of a source 6 Select the view s transaction data position then expand the Setup tab s Properties section and expand the list over Transact servers www milestonesys com Page 52 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual Properties Source 01 9001 5 E Cash Register E Cash Register3 E Cash Register2 Layout Change Font Color legend Gray Starting up will only be visible on slow connections Yellow Getting status Red Unable to connect to server Green OK If color indication for a service is red the system will keep trying every five seconds until contact is made to the server 7 Once the required server connection is OK click the source you wish to display in the Transaction Data Position Repeat if your view should contain more than one Transact source The view is now ready for use Tip You are able to change the font size used for displaying the transaction data as well as the line width You change these settings in the Setup tab s Properties section www milestonesys com Page 53 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual Backing Up amp Restoring the Transact Database Why Back Up The Transact Server stores data in a database The database can be stored in two different ways e Network SQL Server
50. ers forming See ya soon have been substituted with Please Call Again Tip You are able to substitute regular characters as well as control characters Note however that new control characters must be specified Hex notation e g x 0 F 0 F Tip If you are not happy with an applied substitution you can always remove or edit it Select the unwanted substitution in the Filters overview field then click the Delete Filter or Edit Filter button How to Add Line Breaks You are able to replace one or more characters including control characters with a line break so the initially received transaction data which typically consists of a single long string of information can be presented in more reader friendly manner www milestonesys com Page 31 Administration Milestone XProtect Transact 2 5 Administrators Manual To add a line break do the following Create Edit Configuration window click and drag to select the characters in the Raw data field that you want to substitute with a line break e Click the Add New Line button You can immediately view the effect of the new line break in the Filtered data field In the Raw data field the selected characters will be highlighted in a light purple color TI The characters to be replaced with a line break will furthermore be listed and highlighted in a light EE ES LES purple color in the Filters overview fiela Filter Line break Substitution 5 6
51. field See How to Omit Characters on page 30 for more information Substitute Opens the Edit Filter window see page 34 with which you are able to substitute one or more characters selected in the Raw data field See How to Use Substitutions on page 31 for more information e Add New Line Lets you replace one or more characters including control characters selected in the Raw data field with a line break See How to Add Line Breaks on page 31 for more information New Filter Opens the Edit Filter window see page 34 with which you are able to create filters omissions substitutions or line breaks by typing the required characters rather than by selecting them in the Raw data field See How to Omit Characters on page 30 How to Use Substitutions on page 31 and How to Add Line Breaks on page 31 for more information e Filter Opens the Edit Filter window with which you are able to edit the filter you have selected in the Filters overview field e Delete Filter Lets you delete an existing filter selected in the Filters overview field www milestonesys com Page 33 Administration Milestone XProtect Transact 2 5 Administrator s Manual e Filters overview field Lists existing filters omissions substitutions or line breaks Defined filters are highlighted with different colors Unwanted content is indicated by a light pink color substitutions by a light green color and line breaks by a light purple
52. ftware Source A data source through which transaction data is fed to the server and onward to the client applications Three different kinds of sources exist Serial ports TCP clients and Troy boxes Sources in turn are connected to the actual devices on which the transaction data is generated cash registers ATMs etc TCP Transmission Control Protocol a protocol i e standard used for sending data packets across networks is often combined with another protocol IP Internet Protocol The combination known as TCP IP allows data packets to be sent back and forth between two points on a network for longer periods of time and is used when connecting computers and other devices on the internet Troy Box Popular name for a Troy serial server V Video Server A device typically a standalone device which is able to stream video from a number of connected client cameras Video servers contain image digitizers making it possible to connect analog cameras to a network www milestonesys com Page 62 Glossary Milestone XProtect Transact 2 5 Administrator s Manual Milestone Systems offices are located across the world For details about office addresses phone fax numbers visit www milestonesys com m e The Open Platform Company www milestonesys com Page 63 Contact
53. h transaction data is fed to the Transact Server and subsequently stored in the Transact Database Transaction data can originate from cash registers ATMs etc The connection between the Transact Server and the cash registers ATMs etc is in the Transact Administrator established through the definition of a source provider For a diagram outlining the role of sources in the Transact communication flow see Interaction with Sources and Surveillance Solutions on page 7 The initially received data from sources typically consists of a single long string of information and includes control characters or other characters that are irrelevant and confusing when end users want to view the transaction data You are able to transform the transaction data of this kind into a presentable reader friendly form through configurations Configurations are managed in the Transact Administrator window s Sources tab since configurations are associated with and customized to the different sources Different Source Providers There are five different kinds of source providers through which the transaction data is fed from a PoS ATM or others to the Transact Server e Troy Box Transact provider Use when receiving transaction data from a Troy box on your network through port 9100 Troy box is a popular name for a Troy serial server Provided the Troy box has been assigned an IP address it is able to receive serial input from a cash register ATM or any other RS 232 so
54. he transaction data You can only search for one string at a time A string can however consist of several words or similar as long as this exactly matches the transaction data You can for instance create a search string that listens for the occurrence of Word Word2 This will find occurrences of Word1 Word2 but not occurrences of Word2 Word or Word Word3 Word2 etc Select Case sensitive if you would like to differentiate between upper and lowercase letters in the Search string field In the Search type field select between three ways of searching for the phrase specified in the Search string field www milestonesys com Page 38 Administration Milestone XProtect Transact 2 5 Administrator s Manual e Simple Use simple search with which any transaction data containing an occurrence of the specified search string will be found e Exact Use exact match with which occurrences of the specified search string will be found only if they are preceded and followed by a blank space Example If you specify the search phrase return only occurrences in which the phrase return appears surrounded by spaces will be highlighted whereas occurrences such as returned item will not e Wildcards Search using wildcards Three different characters be used as wildcards The asterisk character Place a asterisk after the search string with which occurrences of the specified search string will be found also if the search string is follow
55. he Back Up Database dialog s General page do the following e Under Source Verify that the selected database is VIDEOOS_TRANSACT and that the backup type is Full e Under Destination A destination path for the backup is automatically suggested Verify that the path is satisfactory If not remove the suggested path and add another path of your choice 5 Onthe Back Up Database dialog s Options page do the following e Under Reliability Select Verify backup when finished and Perform checksum before writing to media 6 When ready click OK to begin the backup When backup is finished you will see a confirmation When finished exit Microsoft SQL Server Management Studio Express 7 During the backup process the Transact Server service was stopped to prevent database changes being made until you were done Remember to start the Transact Server service again Restoring the Database Luckily most users never need to restore their backed up Transact database but if you ever have the need use the following process 1 Stop the Transact Server service to prevent changes to the database being made during the backup process Note that Transact basically will not work while the Transact Server service is stopped it is thus important to remember to start the service again once you have finished restoring the database 2 Open Microsoft SQL Server Management Studio Express from Windows Start menu typically by selecting All Programs
56. he Smart Client Plugin To remove the Smart Client plugin required for viewing transaction data in the Smart Client do the following www milestonesys com Page 57 Removing the Software Milestone XProtect Transact 2 5 Administrator s Manual 72 1 computer on which the Smart Client plugin is installed select Start gt Control Panel gt Add or Remove Programs to open the Add or Remove Programs window 2 Inthe Add or Remove Programs window select the Milestone XProtect Smart Client Plug in for Transact entry and click the Remove button 3 You will be asked to confirm that you want to remove Milestone XProtect Smart Client Plugin for Transact from the computer If you are sure that you want to remove the plugin click the Yes button and follow the remaining instructions www milestonesys com Page 58 Removing the Software Milestone XProtect Transact 2 5 Administrator s Manual Using the Built in Help System To use Milestone XProtect Transact s built in help system simply press F1 on your keyboard 7 When you press F1 the built in help system will open a separate window allowing you to easily switch between help and the Transact administration windows 1 1 sog gt How to Add a Source NT The built in help system is context sensitive This means that when you press F1 for help while working in a particular Transact admin
57. icensing Milestone XProtect Transact 2 5 Administrator s Manual Getting Started Once the Transact Server is installed it is recommended that you perform configuration tasks in the following order 1 Check that your Transact Server service settings are correct a From the taskbar a k a systray right click the Transact E Server Service Taskbar icon 18 b Select Server Service Configuration For a definition of the different server service settings see Managing Server Service Settings on page 17 Tip Server Services does not have to be running during configuration they will be re started automatically when configuration setting are saved Verify that transaction data will be stored in the Transact Database for sufficiently long time to cover your organization s needs By default transaction data will be stored for seven days but you are able to change this default value on the Transact Administrator window s General settings tab Note that when defining individual sources see next step you are furthermore able to define individual transaction data storage lengths for each source 2 Add your Transact s sources A source is a data source typically a serial server through which transaction data is fed to the Transact Server and subsequently stored in the Transact Database See Managing Sources on page 19 for more information As part of defining a source you define a configuration for the s
58. ick the Edit button 3 Edit the required settings in the Master Information dialog Removing a Master Server To remove a master server from the list of master servers on the Masters tab select the unwanted master server in the list and click the Delete button Updating Slave Information To send a slave server s server service settings to its master servers click the Update button on the Masters tab Tip When you change a slave server s server service settings information it is immediately sent to the server s master servers If a master server for some reason is not running when this happens you are notified When the master server is running again you can click the Update button to resend the slave server s updated server service settings to its masters Master Setup Dialog Elements The Masterinformation window contains the following fields e Administration service name The administration service name of the master server e Host The IP address or host name of the master server Example of a host name OurDevice Example of an IP address 123 123 123 123 e Port The port number of the master server e Protocol The protocol used by the master server Tip You find all of the above information about the master server s server service settings on the master s Server Service Setting window in the right click menu of the Transact Server Service Taskbar icon Events and Event Groups Through Milestone XProtect Transact s e
59. ick the help window s Print button Print When you click the Print button a dialog box may ask you whether you wish to print the selected topic only or all topics under the selected heading When this is the case select Print the selected topic and click OK Tip When printing a selected help topic the topic will be printed as you see it on your screen Therefore if a topic contains expanding drop down links see Three Types of Links in Help Topics earlier click each required drop down link to display the text in order for it to be included in your printout This allows you to create targeted printouts containing exactly the amount of information you require www milestonesys com Page 60 Using the Built in Help System Milestone XProtect Transact 2 5 Administrator s Manual Glossary A ATM Automated Teller Machine an unattended machine that dispenses cash when a personal coded card is used ATMs are often placed outside banks AVI A popular file format for video Files in this format carry the avi file extension CLK Connection License Key registration key required for every transaction data source that can be viewed simultaneously on the surveillance system If you do not have system administration responsibilities you do not have to deal with CLKs System administrators obtain CLKs as part of the software registration process System administrators enter the CLK during installation and can up
60. ider TCP XML Transact provider the Name setting is the only available setting in the Create Edit Configuration window since no configuration is needed for this source provider e Capture from Source Opens the Select Input Source window see page 35 with which you are able to capture sample transaction data for use when creating the configuration See How to Capture Transaction Data on page 28 for more information e Load from File Lets you load previously captured transaction data saved in a capture file and use the transaction data when creating the configuration Save to File Lets you save any captured transaction data currently open in the Create Configuration window as a capture file Export Filters Lets you save the configuration s filters omissions substitutions or line breaks as a filter file which can subsequently be imported and used in other configurations See Exporting Importing a Configuration on page 30 for more information e Import Filters Lets you import previously exported filter files e Raw data Displays the raw transaction data with indications of any added filters omissions substitutions or line breaks e Filtered data Provides a preview of the transaction data as it will be presented in client applications when viewed by end users with the omissions substitutions line breaks and masks applied Omit Lets you filter out one or more characters selected the Raw data
61. ing Sources on page 19 for more information If required you can include the event in other events groups Repeat if relevant the test of the event in connection with the other events groups If relevant select existing sources and associate them with event groups that include the Withdrawal event Viewing Alerts Triggered by Transaction Events in the Smart Client If you have created a transaction event and added a generic event in your surveillance system that matches your transaction event an alert is created in the Smart Client each time the transaction event triggers an action in the surveillance system Do the following to see alerts triggered by transaction events in the Smart Client 1 From the Browse tab s Alerts section select the required alert from the Alerts list 2 Click the Get List button This will display a list of detected transaction events 3 From the listed transaction events click the required alert to view the transaction data and recordings from the selected alert in the view Viewing Alerts Triggered by Transaction Events in Viewer If you have created a transaction event and added a generic event in your surveillance system that matches your transaction event an alarm is created in Viewer each time the transaction event triggers an action in the surveillance system Do the following to see alarms triggered by transaction events in Viewer 1 Click the Alarm Overview icon in Viewer s toolbar This opens
62. ion 9 When the required filters omissions substitutions or line breaks are in place add a start mask The start mask defines when a new transaction begins and thus helps keep individual transactions separate See How to Use Start and Stop Masks on page 32 for more information For each transaction a start mask followed by a new line is compulsory otherwise no date will be recognized and fed into the system In this example we do the following e We have noticed that all new transactions begin with the characters TEXT We therefore type TEXT in the Start Mask field In the Filtered data field Transact automatically inserts a horizontal line above occurrences of the start mask as an indication of the beginning of a new transaction www milestonesys com Page 26 Administration Milestone XProtect Transact 2 5 Administrator s Manual Mame 1 hom owce Fdo Sen bo Export Fen Few data daia 09 25 CASHIER 9 Registred A silk Tie 13 Silk Tie orduroy Pon 44 rdur Pat 44 Cufflinks 39 uf flank gt gt Add New Ure Fier Fae Line Sauter 04 gt Sat EI Um iksa wienen uropa Windowed NISI Note that start and stop masks case sensitive thus there
63. ion When the restoration is finished you will see a confirmation When finished exit Microsoft SQL Server Management Studio Express Tip If instead you get an error message telling you that the database is in use try exiting Microsoft SQL Server Management Studio Express completely then repeat steps 1 10 During the backup process the Transact Server service was stopped to prevent database changes being made until you were done Remember to start the Transact Server service again www milestonesys com Page 56 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual Removing the Software You are able to remove your Transact installation in the following way Removing the Transact Software To remove the Transact software do the following 1 On the computer on which the Transact software is installed select Start gt Control Panel gt Add or Remove Programs to open the Add or Remove Programs window In the Add or Remove Programs window select the Milestone XProtect Transact 2 5 entry and click the Remove button You will be asked to confirm that you want to remove Transact from the computer If you are sure click the Yes button and follow the remaining instructions If your surveillance system includes the Download Manager you should also remove the Transact Plugin from the Download Manager Select Start gt All Programs gt Download Manager You hide the feature from the download web
64. ip The Transact Administrator window lets you define which servers you require as masters for the Transact server you are configuring This enables Smart Client users to view transaction data from more than one Transact server www milestonesys com Page 35 Administration Milestone XProtect Transact 2 5 Administrator s Manual Only the Smart Client is able to display transaction data from slaves this is not possible in the Viewer application You can get full benefit of a Milestone XProtect Transact master slave setup if you have Milestone XProtect Enterprise or Milestone XProtect Corporate This enables you to combine digital video monitoring from several surveillance servers with transaction data from all your Transact servers If you have Milestone XProtect Professional or Milestone XProtect Basis you are still able to see transaction data from all your Transact master slave servers and combine it with video from the surveillance server in the Smart Client e Prerequisites Milestone XProtect Professional or Milestone XProtect Basis The Transact master server must be located on the same computer as the surveillance server e Prerequisites Enterprise Servers The Transact master server must be located on the same computer as the Enterprise master server and Transact slave servers must be located on the same computers as the Enterprise slave servers The Enterprise master slave setup is defined in the ImageServer Administrator wind
65. is a difference between typing TEXT and Text 10 Add a stop mask The stop mask defines the end of a transaction A stop mask is not compulsory but can be useful if the received data contains irrelevant information perhaps information about opening hours or special offers between actual transactions In this example we do the following We have noticed that all transactions end with a line beginning with the characters Date We therefore type Date in the Stop Mask field In the Filtered data field Transact automatically inserts a horizontal line below occurrences of the stop mask as an indication of the end of a transaction bor Mame 1 Properties Load Swe to fln pot Fies Fibers 09 2006 Time 09 9 Registred 1 9 Recistred AR ix gt lt gt PE 008 PT Kem Fin Fide Line 04 gt TEXT Step mek Date gt Andoni 112521 ox Caos In this example the stop mask occurred at the beginning of a line but start and stop masks www milestonesys com Page 27 Administration Milestone XProtect Transact 2 5 Administrator s Manual 11 may appear anywhere line When Transact detects start mask anywhere within a line it will know that a new transaction begins with that line When Transact detects a stop mask anywhere within a line it will
66. is event occurs 4 Nowreturn to the Transact Administrator window and from the Event Groups tab select the event group Withdrawal Event Group Select the Withdrawal event from the Events list and click the Test button C Change Cash C Credit card C Deposit Retumed item Example The event Withdrawal is selected for testing You can also test events that are already included in the event group 5 Open the Smart Client and log into the required surveillance server to verify that an alert matching your transaction event is generated on the Browse tab s Alerts section See Viewing Alerts Triggered by www milestonesys com Page 43 Administration Milestone XProtect Transact 2 5 Administrator s Manual Transaction Events in the Smart Client on page 44 for more information Alternately open the Viewer to verify that an alarm matching your transaction event is present on the Alarm Overview control panel See Viewing Alarms Triggered by Transaction Events in Viewer on page 44 for more information 6 So far you have only tested the transaction event The event must be included in an event group and a source must be associated with the event group before Transact listens for occurrences in the transaction data If the test was successful include the Withdrawal event in the event group Withdrawal Event Group and if required associate sources with the event group See Managing Event Groups on page 39 and Manag
67. istration window the help system automatically displays the help topic describing that window Navigating the Built in Help System Even though the help system initially takes you to a topic describing the window you are working in you are always able to freely navigate between the help system s contents To do this simply use the help window s three tabs Contents Search and Glossary or use the links inside the help topics Contents Search Glossary Contents Tab The Contents tab lets you navigate the help system based on a tree structure Many users will be familiar with this type of navigation from for example Windows Explorer Search Tab The Search tab lets you search for help topics containing particular terms of interest For example you can search for the term server and every help topic containing the term server will be listed in the search results Clicking a help topic title in the search results list will open the required topic The Search tab contains a number of advanced search features among these are the ability to quickly run previous searches the ability to search topic titles only as well as the ability to display search results ranked according to presumed relevance www milestonesys com Page 59 Using the Built in Help System Milestone XProtect Transact 2 5 Administrator s Manual Glossary Tab What do abbreviations such as ATM TCP or RS 232 stand for The Glossary tab provides a glossary of c
68. k The following field is available e Host name address Lets you specify host name or IP address of the Troy box Example of a host name OurDevice Example of an IP address 123 123 123 123 Tip You do not need to specify a port number Transact knows that Troy boxes always communicate through port 9100 Serial Port Sources The Serial port properties section lets you specify settings related to the serial port acting as source The following fields are available e COM Port Select the COM port i e serial port to be used for receiving data from the source e Bits per second Select the bit rate i e data transfer rate with which data will be sent on the serial connection The specified bit rate must match the bit rate used by device cash register ATM etc connected to the serial port source e Flow control Select the flow control to be used on the serial connection Flow control adjusts the flow of data from one unit to another making sure that the receiving unit will be able to handle all the incoming data The use of flow control is relevant in asynchronous communication for example when the sending unit sends data faster than the receiving unit is able to receive it e None Do not use flow control e XonXoff Use the XonXoff flow control mechanism with which the receiving unit sends message to the sending unit when the receiving unit s buffer is full When this is the case the sending unit will sto
69. know that a transaction ends with that line Tip You are able to use wildcards in start and stop masks A wildcard is a special symbol that stands for one or more characters Three different methods for wildcard use selected in the Use field are available See The Create Edit Configuration Window on page 33 for more information about the Use field and other configuration settings When ready click OK to save the configuration Configurations are saved together with the type of source serial port TCP client TCP XML or Troy box for which it has been created However exported filters can be used with configurations created for any type of source Tip If you are going to create several near identical configurations you can use the Copy button or the Export Filters and Import Filters buttons in the Create Edit Source window to quickly create new configurations based on an existing configuration See Copying a Configuration on page 29 and Exporting Importing a Configuration on page 30 for more information How to Capture Transaction Data You are able to capture sample transaction data on which to base your configuration If relevant you can apply some filters and test your filters on the captured transaction data and see the result in the Create Edit Configuration window while you are applying the filters To capture sample transaction data do the following 1 You access the Select Input Source window by clicking the Captur
70. n is not needed Configurations are managed in the Transact Administrator window s Sources tab since configurations are associated with and customized to the different sources See Creating a Configuration on page 24 for more information Advanced Event Features Through Milestone XProtect Transact s event and event group features you are able to get Transact to listen for occurrences of specific words numbers characters etc in the transaction data and generate events when the specified occurrences are found Sources are also associated to event groups in the Transact Administrator window s Sources tab See Managing Sources on page 19 and Events and Event Groups on page 37 for more information Managing Sources A source also called a source provider is a data source through which transaction data is fed to the Transact Server and subsequently stored in the Transact Database www milestonesys com Page 19 Administration Milestone XProtect Transact 2 5 Administrator s Manual You define and edit the source settings for the Transact Server by clicking the Sources tab in the Transact Administrator window Adding a New Source To add a source do the following 1 Open the Transact Administrator window You access the Transact Administrator window by double clicking the Transact Administrator desktop shortcut Alternatively you can access it from Windows Start menu by selecting Start gt All Programs gt Milestone Transact gt T
71. nd better Transact 2 5 database If a previous Transact database is detected on the computer during the installation you will be asked whether you want to install the new database Microsoft SQL Server 2005 Express Edition or update the old database If you choose to install the new database the old database and its content are moved to a new folder but remain on the computer and new transaction data will be stored in the new database However Transact 2 5 cannot read data from the old database or make it available for browsing or viewing If you have much data that is important for you to keep update the old database If you have less data for instance seven days of transaction data export the data from the old database with the export features in the Smart Client before you remove the previous Transact installation and install Transact 2 5 with the new database Even if the old database and its content remain on the computer if you choose to install the new database it is not possible for you to access the data in the old database by removing Transact 2 5 and reinstalling Transact 2 2 If itis very important for you to access the old database you can contact your Milestone vendor For information about the export features in the Smart Client see Exporting Data and Recordings in the Smart Client in the Milestone XProtect Transact User s manual and the separate documentation for the Smart Client Licensing When you purchase Milestone XPro
72. nication with the TCP XML or TCP client source takes place Analytics Transact Service port This must be a unique number of your own choosing Source XSD File Here you attach an XSD file to the source configuration The XSD files describe which XML format that can be saved in Transact using the source If no XSD file is connected to the source the provider will accept all valid XML You can use any XSD and it is possible to use more than one ata time Managing Configurations You define and edit the configurations of sources from the Sources tab in the Transact Administrator window Creating a Configuration You do not need to create new configurations for sources that use the source provider TCP XML Transact provider Simply use the built in configuration Analytics To create a new configuration to a source do the following 1 2 Open the Transact Administrator window On the Transact Administrator window s Sources tab click the Add New button if you want to add a new source or the Edit button to edit an existing source Define or if required edit the settings of the source in question as described in Managing Sources on page 19 You are now ready to add your new configuration In the Create Edit Source window s Configuration section click the Add New button In the Create Configuration window s Name field type a name for the configuration Tip If required the name may contain spaces and special char
73. nistrator s Windows login e Select Basic and enter the Milestone XProtect Enterprise administrator s user name and password in the Username and Password fields You must enter a user name but the information is not used since access to transaction data is not restricted by user rights and Corporate roles 7 Click OK to close the Add XProtect Enterprise Server window The following error message is shown XProtect Corporate Manager Codd not connect ko the Enterprise Server 10 10 10 70 01 The server may be offline ce the readable Contact your Enterprise Server administrator to confirm that the server is available on the network The management server returned the Followang error The remote server returned an error 400 Bad You can st choose bo register the server anyway but amp wil not be avalkable urti the connection problem has been addressed Do you want to register the server anyway 8 Ignore the error message and click Yes to add the Transact server www milestonesys com Page 47 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual t The Transact server is now listed in Add Remove Protect Enterprise Servers window with the name Unknown and the status Offline Add Remove XProtect Enterprise Servers Protect Enterpese server nt Name URL Status Urs rove 12 34 56 78 3001
74. nses for these transaction sources You can add and configure an unlimited number of transaction sources in Milestone XProtect Transact but only simultaneously view the number of sources that are included your CLK www milestonesys com Page 14 Installation and Licensing Milestone XProtect Transact 2 5 Administrator s Manual To obtain additional licenses for your XProtect Transact system contact your XProtect Transact vendor Once you have obtained the required additional licenses do the following to activate them 1 When you have received a confirmation about the purchase of the new licenses go to the Milestone Systems website at www milestonesys com and click the Software registration link in the menu Log in to the Software Registration Service Center with your user name e mail address and password Click the link representing your Transact SLC 2 Copy the updated CLK s 16 digit hexadecimal number displayed on the page 3 Start the Transact Administrator and click the General Settings tab 4 Inthe Connection License Key CLK field replace the current CLK by pasting the updated CLK into the field 5 If relevant click the Sources tab select an existing suspended source and click the Resume button to be able to view data from this source You can also add new sources See Managing Sources on page 19 for more information 6 Click Close to exit the Transact Administrator www milestonesys com Page 15 Installation and L
75. omatically when the event occurs select the Send SMS if this event occurs check box Note that in order to be able to use SMS alerts the SMS alert feature must have been set up in the surveillance system s SMS settings window 4 When ready click OK This will return you to the Generic Events window Click OK to close this window When you have created an event an event group and a generic event in your surveillance system that matches the criteria in the transaction event you can test your transaction event to verify that the specified action is triggered in your surveillance system See Managing Events on page 38 Managing Event Groups on page 39 How to Test Events on page 42 Viewing Alerts Triggered by Transaction Events in the Smart Client on page 44 and Viewing Alarms Triggered by Transaction Events in Viewer on page 44 for more information For more information about generic events see the separate documentation for Milestone XProtect Enterprise or Milestone XProtect Professional How to Test Events Once you have created a transaction event and added a generic event in your surveillance system that matches your transaction event a quick and easy way to test your transaction event is to verify that an alert is generated in Smart Client In the example below we create a transaction event and a generic event in the surveillance system Your required events may be different but you can still use the principles outlined in the following
76. ommon surveillance transaction recording and network related terms Simply select a term to view a corresponding definition in the small window below the list of terms Three Types of Links in Help Topics The actual content of each help topic is displayed in the right pane of the help window i e the pane in which you are reading this text Help topic texts may contain three types of links Each type of link is described in the following Links to Related Topics Clicking this type of link will take you to another topic within the help system Expanding Drop Down Links Clicking this type of link will display detailed information about a specific part of the help topic for example a detailed description of a particular feature in one of Milestone XProtect Transact s windows The detailed information is displayed immediately below the link itself you are not taken to another page Instead the content on the current page simply expands Expanding drop down links help save space without them some detailed help topics would appear overly long and difficult to get an overview of Tip If you wish to quickly collapse all texts from expanding drop down links in a help topic simply click the title of the topic in the help system s Contents menu Links to External Resources Clicking this type of link will open an external resource in a separate browser window Printing Help Topics To print a help topic navigate to the required topic and cl
77. on All names of people and organizations used in this help system s examples are fictitious Any resemblance to any actual organization or person living or dead is purely coincidental and unintended This product may make use of third party software for which specific terms and conditions may apply When that is the case you can find more information in the file 3rd_party_software_terms_and_conditions txt located in your Milestone surveillance system installation folder www milestonesys com Page 3 Copyright Trademarks Milestone XProtect Transact 2 5 Administrator s Manual Contents INTRODUG TION 5 n aseara cainelui miau iata iii aia ani anima iai a asia 7 PRODUCT OVERVIEW ena amana aaa amaanaaamaa ea 7 INTERACTION WITH SOURCES AND SURVEILLANCE SOLUTIONS 7 SYSTEM REQUIREMENTS 9 E 9 Client Viewer or Smart Client with nene anna nana nana mana aaa aaa 9 INSTALLATION AND LICENSING 10 INSTALLING THE SOFTWARE ccecceecencceeceescneceeccneceeccuseueceaseneceeccuseueceeseueceeseusenes 10 UPDATING FROM A PREVIOUS 6
78. ons Software Microsoft NET 3 0 Framework required www milestonesys com Page 9 System Requirements Milestone XProtect Transact 2 5 Administrator s Manual Installation and Licensing Installing the Software Read the License Terms on the Product License Sheet enclosed with the software DVD before installing Transact IMPORTANT If you are updating from a previous version of Transact read Updating from a Previous Version on page 11 before removing the old Transact version Prerequisites Before installing the software register your Transact Software License Code SLC When the license is registered a Connection License Key CLK is generated You need the CLK during the installation See Registering Your Software License Code SLC on page 12 for more information Check whether you have the latest version of Microsoft NET Framework 3 0 You can download NET Framework 3 0 from Microsoft s Download Center at www microsoft com downloads If you are installing XProtect Transact on a computer running Windows Vista you must run the installation as an administrator Install Transact on the same computer as the server for XProtect Enterprise or XProtect Professional or XProtect Basis or on the same computer as the management server for XProtect Corporate To install Transact do the following 1 Insert the Transact software DVD On the DVD double click the file Transactinstaller exe If installing a version downloaded from
79. or tracking transactions linked with video recordings of the transactions taking place Milestone XProtect Transact is an add on to Milestone s IP video surveillance solutions XProtect Basis XProtect Professional XProtect Enterprise and XProtect Corporate Milestone XProtect Transact can combine your digital video monitoring with transaction data from many kinds of transaction data sources and for many purposes You get a 1 to 1 correspondence of images to transactions and the transaction data is time linked with simultaneous display of transactions and camera recordings Common transaction data sources are PoS Point of Sale or ATM Automated Teller Machine which enables you to easy investigate and prove fraud But actually any transaction data source that you would like to time link with digital video monitoring can be combined through Milestone XProtect Transact A few examples of other transaction data sources and purposes are number plate recognition for collection of road taxes access control for combined visual identification for higher security but the only limit is your imagination Note that some solutions might require additional programs and or customizations The examples used in this manual show typical retail situations and transactions data from PoS Point of Sale or ATM Automated Teller Machine For these purposes Milestone XProtect Transact speeds up investigations into fraud by integrating digital video surveillance images
80. ource A configuration handles the transformation of received data into presentable data This is necessary because the initially received data typically consists of a single string of information in which it can be difficult to see when individual transactions begin and end If the data originates from a printer connection it may furthermore contain non printing control characters used for indicating line breaks etc By using configurations the received data can be presented to end users in a format matching real life receipts You are of course able to base your configurations on real transaction data sampled from your sources See Creating a Configuration on page 24 for more information Tip Transact comes with a built in configuration called Epson default Epson is a widely recognized printer manufacturer thus Epson s way of dealing with control characters is often supported by printers from other manufacturers as well You can often save time by basing your configuration on a copy of the Epson default configuration See Creating a Configuration on page 24 and Copying a Configuration on page 29 for more information 3 Enable browsing and viewing of transaction data together with video recordings using the Smart Client or Viewer application See Viewing Transactions on page 46 for more information Note that browsing of transaction data in the Smart Client requires a plugin see installing the Transact Plugin for the Smart Client on page 48
81. ource type you can use the Copy button in the Create Edit Source window See Copying a Configuration on page 29 for more information How to Omit Characters You are able to filter out unwanted information single or several characters in the raw unformatted transaction data To omit characters in a source s configuration do the following Create Edit Configuration window click and drag to select the characters in the Raw data field that you want to filter out e Click the Omit button to filter out i e remove the selected characters You can immediately view the effect of your filter in the Filtered data field www milestonesys com Page 30 Administration Milestone XProtect Transact 2 5 Administrator s Manual t Tip You are able to omit regular characters as well as control characters Control characters are non printing characters typically used by printers for indicating line breaks when to cut off a till receipt etc Example of a control character as it appears when displayed in the Raw data field In the Raw data field the selected characters will be highlighted in a light pink color Es The filtered out characters will furthermore be listed and highlighted in a light pink color in the Filters overview field Fitter Line break Substitution 8 5 0 0 Please Aga 003 04 0 8t Example of a substitution a line break and an omission listed
82. ow For more information see the separate Enterprise documentation e Prerequisites Corporate The Transact master server must be located on the same computer as the Corporate management server See Integrating with Milestone XProtect Corporate on page 46 for more information Once Transact is installed and the master slave relationship defined the surveillance master server sends information to Smart Clients about how to connect to its Transact master and slave servers Then Smart Clients and the Transact servers communicate directly with each other for fastest updates If you change a Transact slave s server service settings in Transact Server Service Configuration menu you must ask the Smart Client users to log out and in of their Smart Clients to reload the slave s server service settings so that the data feed to the Smart Clients can continue See Managing Master Slave Setup on page 36 and Creating a View with Transactions in the Smart Client on page 51 for more information A Transact server can be slave of any number of Transact master servers It is a good idea to define more masters so you have transaction data redundancy If the primary Transact master server for some reason should need maintenance you can continue monitoring transaction data through one of the other Transact master servers Managing Master Slave Setup You can set up several Milestone XProtect Transact servers in a master slave relationship This enables you to
83. p sending data until it gets an Xon message from the receiving unit indicating that the receiving unit is again ready to receive data Xon and Xoff messages are sent as part of the data itself e CisRis Use the CtsRts flow control mechanism with which the sending unit sends an Rts Ready to send signal to the receiving unit when the sending unit has data to send In turn the receiving unit will send a Cts Clear to send signal to the sending unit when the receiving unit is ready to receive data Cts and Rts signals are sent on separate wires in the cable apart from the data itself e DsrDir Use the DsrDtr flow control mechanism with which units send Data set ready and Dtr Data terminal ready signals when exchanging data The selected flow control mechanism must match the flow control mechanism used by device cash register ATM etc connected to the serial port source TCP XML or TCP Client Sources www milestonesys com Page 23 Administration Milestone XProtect Transact 2 5 Administrator s Manual The TCP port properties section lets you specify settings related to the TCP port on which the TCP XML or TCP client provider will be acting as source The following fields are available Host name address Lets you specify host name or IP address of the TCP XML or TCP client provider Example of a host name OurDevice Example of an IP address 123 123 123 123 Port Lets you specify the port number on which commu
84. page by clearing the check boxes and then clicking OK To remove the Transact software completely click the Remove features button in the Download Manager Select the Transact features you want removed from the surveillance server and click Remove You will be asked to confirm the removal If your surveillance system does not include the Download Manager you should make sure that any links to Transact are removed from the Surveillance server s download pages available to Smart Client users Removing the SQL Server Express Database IMPORTANT Removing the Transact Database will also remove all content of the database To remove the Transact Database including all of its content do the following 1 On the computer on which the Transact software is installed select Start gt Control Panel gt Add or Remove Programs to open the Add or Remove Programs window In the Add or Remove Programs window select the Microsoft SQL Server 2005 and click the Remove button In the Microsoft SQL Server 2005 Uninstall window select VIDEOOS Transact Database Engine and click Next If you can t select VIDEOOS Transact Database Engine select Remove SQL Server 2005 instance components first You will be asked to confirm that you want to remove Microsoft SQL Server 2005 Database Engine VIDEOOS Transact from the computer If you are sure that you want to remove the database click the Finish button and follow the remaining instructions Removing t
85. ransactAdministrator 2 Onthe Transact Administrator window s Sources tab click the Add New button This will open the New Source window Inthe New Source window specify a name for the new source in the Source name field and select the required type of source in the Source providers list See Sources and Configurations on page 17 for more information about the available sources providers and their use Tip If required the source name may contain spaces and special characters such as 96 ae etc Then click OK to go to the Create Source window in which you specify properties for the source 4 Specify the required settings for how long you want to save transaction data and the different properties for the selected source provider See The Create Edit Source Window s Dialog Elements on page 21 for more information about each setting 5 Select a built in standard configuration e f you are defining a source that uses the source provider TCP XML Transact provider select the built in standard configuration Analytics from the list in the Configuration section e For all other source providers select the built in standard configuration Epson default from the list in the Configuration section You can add a new configuration or edit the built in standard configuration later See Creating a Configuration on page 24 and Editing a Configuration on page 29 for more information about how to create a new configuration or edit an exis
86. rms Triggered by Transaction Events in Viewer on page 44 for more information You define and edit the events groups on the Event Groups tab in the Transact Administrator window Adding an Event Group To add an event group do the following 1 Open the Transact Administrator window 2 Onthe Event Groups tab click the Add New button This will open the New Event Group window 3 Inthe Name field specify a name for the new event group 4 Inthe Address field specify the host name or IP address of your surveillance system 5 Inthe Port field specify the port number on which to send events to your surveillance system It is prerequisite that the specified port number is the same as the one the surveillance system uses when listening for generic events Tip The surveillance systems listen for generic events on the port specified as Alert Port in the surveillance system default is port 1234 From the surveillance system s Administrator click the Advanced button in the Setup window to access the Advanced window to verify which port number is used In the Protocol field specify whether you want to send the events as TCP or UDP data packages to the surveillance system The default protocol is UDP since it uses less bandwidth than TCP If your network does not support UDP simply select TCP Inthe Events list you can see all events you have created Select which events you would like to include in the event group Events
87. rt Client on page 51 and the separate Milestone XProtect Transact User s manual for more information about how to view transaction data together with video recordings in your Smart Client Creating a View with Transactions in the Smart Client If your Smart Client user rights permit you to create views you are able to create views with transactions together with recordings Simply create the required view with Transact content on the Smart Client s Setup tab Creating a view may not be necessary if views in shared groups are used in your organization Views in shared groups can be shared among Smart Client users If a view with Transact content is available in a shared group you may simply select the view on the Smart Client s Live or Browse tabs and begin live viewing or browsing of transaction data with matching video recordings Consult your system administrator if in doubt about whether views in shared groups are available in your organization To create a view with Transact content do the following 1 Open and log in to the Smart Client Tip For information about how to open and log in to the Smart Client see separate documentation for your Smart Client 2 Inthe Smart Client select the Setup tab www milestonesys com Page 51 Client side Preparations Milestone XProtect Transact 2 5 Administrator s Manual 3 the Setup tab create a new view You may select any view layout from the list but some layouts such as the
88. s sent in bites to understandable text in your language The Edit Filter Window In the Edit Filter window you are able to create or edit filters omissions substitutions or line breaks You can create new filters by clicking the New Filter button and typing the required characters rather than by selecting them in the Raw data field To edit an existing filter select the required filter in the Filters overview field and click the Edit Filter button The Edit filter window contains the following settings 0 character is typed ac n A contol character is entered in Hex ud0 F POF 1 Subethu with line Cancel e Filter Field may be used for three purposes o Ifcreating editing an omission Type or edit the characters to be filtered out www milestonesys com Page 34 Administration Milestone XProtect Transact 2 5 Administrator s Manual o Ifcreating editing a substitution Type or edit the characters to be substituted then type edit the characters you want to be used instead in the Substitution field o Ifcreating editing a line break Type or edit the characters to be replaced by a line break then select the Substitute with line break check box Substitution Type or edit the characters to be used as substitution The field is unavailable if the Substitute with line break check box is selected Substitute with line break Select if content of
89. s to time linked transaction data and video recordings In the Smart Client or Viewer you simply create a view select the required transaction data source for example a particular cash register then the required video sources for example two cameras covering the area around the cash register from different angles and you are ready to browse See Creating a View with Transactions in the Smart Client on page 51 for more information The time linking of the transaction data and video recordings enables you to view and browse the transaction data and video recordings simultaneously pacat Integrating with Milestone XProtect Corporate If your organization has Milestone XProtect Corporate surveillance solutions and you want to view transaction data together with recordings from cameras defined in a Milestone XProtect Corporate solution you must add the Transact master server in the XProtect Corporate Manager application before Transact and Corporate can communicate with each other Prerequisite The Transact Server and the Corporate Management Server must be installed on the same computer Tip If you have several Milestone XProtect Transact servers in a master slave relationship define the Transact Server that shares the computer with the Milestone XProtect Corporate Management Server as master See Managing Master Slave Setup on page 36 for more information www milestonesys com Page 46 Client side Preparations Miles
90. source do the following 1 Open the Transact Administrator window 2 Onthe Transact Administrator window s Sources tab select the required source and click the Delete button 3 Click Yes to confirm the deletion Suspending Resuming a Source When the source is running you can click the Suspend button to stop the source Since you only have Connection License Keys to view a certain number of sources simultaneously this could be a reason for you to stop one source so you can start another See Licensing on page 12 for more information You can start or stop the connection from a suspended or running source selected in the Transaction sources list On the Transact Administrator window s Sources tab you can see whether your sources are running or suspended IMPORTANT While the source is suspended no transaction data will be fed from the source to the Transact Server and onwards to the client applications When the source is suspended the button changes to Resume Clicking the Resume button will lift the suspension and data will again be fed from the source to the Transact Server and onwards to the client applications provided the Transact Server service is running See Managing Server Service Settings on page 17 for more information Refreshing the Status of Sources If a source is unavailable the source in question will be displayed as Disabled on the Sources tab When the source is available again click the Refresh button
91. tect Transact you also purchase two types of licenses e Software License Code SLC A license to use the Milestone XProtect Transact application e Connection License Key CLK A license for a certain number of simultaneously opened transaction sources During the installation you are asked to enter both the SLC and the CLK The Software License Code is printed on the Product License Sheet enclosed with the Milestone XProtect Transact software as well as on your order confirmation You must however register your SLC to get the CLK See Registering Your Software License Code SLC on page 12 for more information You can add an unlimited number of transaction sources in Milestone XProtect Transact See Managing Sources on page 19 for more information You can however only view the number of simultaneous transaction sources corresponding to your CLK You can at any time obtain a new CLK with more simultaneously viewed transaction sources See Obtaining Additional Licenses on page 14 for more information Registering Your Software License Code SLC When you purchase Milestone XProtect Transact software you receive a Software License Code SLC The SLC is printed on the product license sheet enclosed with the software CD as well as on your order confirmation You should register your SLC before installing Milestone XProtect Transact since you also need a Connection License Key CLK during the installation Note that a CLK is called a DLK
92. the Transact Administrator window s Event Groups tab and then click the Delete button How to Create a Generic Event Triggered by Transaction Data Generic events in Milestone XProtect Enterprise or Milestone XProtect Professional can be based on the analysis of received TCP and UDP data packets as it is the case with transaction events from Milestone XProtect Transact To add a generic event in Milestone XProtect Enterprise or Milestone XProtect Professional do the following 1 In the Administrator window click the Generic Events button This will open the Generic Events window 2 Inthe Generic Events window first select the Generic item then click the Add new event button This will open the Add New Event window in which you can specify the new event 3 Now specify information in the following fields e Event name Specify a name for the event in the surveillance system Note that event names must not contain the following characters lt gt amp V Event Protocol Lets you select which protocol the surveillance system should listen for in order to detect the transaction event Select the same protocol as the protocol specified for the transaction event that is to trigger this generic event You can also select Any to be able to receive both TCP and UDP data packages Event rule type Select how particular the surveillance system should be when analyzing received data packages Match if the received pa
93. ting one If you have defined transaction events and event groups you can associate the source with an event group in the Event Group list to trigger actions through generic events defined in the surveillance system You can add an event group later See Events and Event Groups on page 37 for more information 7 When ready click OK The new source will now appear in the Transaction sources list on the Transact Administrator window s Sources tab Editing a Source To edit the properties and configuration of an existing source do the following 1 Open the Transact Administrator window You access the Transact Administrator window by double clicking the Transact Administrator desktop shortcut Alternatively you can access it from Windows Start menu by selecting Start gt All Programs gt www milestonesys com Page 20 Administration Milestone XProtect Transact 2 5 Administrator s Manual Milestone Transact gt TransactAdministrator 2 Onthe Transact Administrator window s Sources tab select the required source and click the Edit button This will open the Edit Source window 3 Change the required settings for the selected source See The Create Edit Source Window s Dialog Elements on page 21 for more information about the sources settings and The Create Edit Configuration Window on page 33 for more information about the different configuration settings Click OK to save the changes Deleting a Source To delete a
94. to refresh the displayed status of the source in Transact Administrator window The Create Edit Source Window s Dialog Elements Much of the content of the Create Edit Source window is the same regardless of which type of source you are creating or editing Source Provider name In this information section you can see the name of the source and source provider you are creating e Source name Read only field displaying the name of the source as defined in the New Source window www milestonesys com Page 21 Administration Milestone XProtect Transact 2 5 Administrator s Manual Provider name Read only field displaying the type of the source as defined in the New Source window Time to store transaction The Time to store transaction section lets you specify how long transaction data from the source in question should be kept in the Transact Database The following options are available Default Use the Transact solution s default Transaction data older than the default number of days will be deleted from the Transact Database and will therefore not be available for browsing in the client applications Tip The Transact solution s default number of days i e the number of days which transaction data will be stored if nothing else is specified for individual sources is defined on the Transact Administrator window s General settings tab See Storage and License Settings on page 45 for more information For ever Store trans
95. tone XProtect Transact 2 5 Administrators Manual t When the communication between the Transact Server and the Corporate Management Server is established you will be able to view transaction data together with recordings from Corporate cameras in Smart Clients To add a Transact Server in the Corporate Manager application do the following 1 Open the Milestone XProtect Corporate Manager 2 From the Corporate Manager s Tools menu select XProtect Enterprise Servers 3 In the Add Remove Protect Enterprise Servers window click the Ada button Add XProtect Enterprise Server Protect Enterpese server Hoat name Connechon deiat Post number m N Bac a U sermarter Load Password 4 Enter the IP address or the host name of the required Transact server in the XProtect Enterprise server IP Host name field 5 Enter the port number used by the Transact server in the Port number field Tip The Transact server s default port number is 9001 if in doubt you can find the port number used by the required Transact server on the Server Service Setting window in the right click menu of the Transact Server Service Taskbar icon 6 Enter your user name and password in the Username and Password fields You can do this in two ways e Select Windows and click the browse button to the right of the Username field to use the Windows authentication method which authenticates the administrator through the admi
96. urce and relay it to the Transact Server through your network e Serial Port Transact provider Use when receiving transaction data as input on the computer s own serial port TCP XML Transact provider Use when receiving transaction data through a serial server device and the transaction data is fed as XML packages It is prerequisite that the content of the XML packages includes a time stamp in the following format lt Timestamp gt date and time according the RFC 3339 standard lt Timestamp gt www milestonesys com Page 18 Administration Milestone XProtect Transact 2 5 Administrator s Manual Client Transact provider Use when receiving transaction through any kind of serial server device This option also allows you to receive data directly from a PoS Point of Sale source such as a cash register provided the PoS source can be configured for this purpose e Analytics Transact provider Use when receiving alarm data in connection with the Milestone XProtect Analytics software Additional kinds of sources may be available in customized Transact installations When creating and editing a source the different source settings vary depending on your choice of source provider See Managing Sources on page 19 for more information about how to create or edit sources Reader friendly Data through Configurations You are able to omit and substitute characters and define where individual transactions begin and end so en
97. vent and event group features you are able to get Transact to listen for occurrences of specific words numbers characters etc in the transaction data and generate events when the specified occurrences are found When an occurrence is found a transaction event is triggered For easy and flexible usage of transaction events you can group events in event groups Each transaction event can be member of several groups With event groups you also specify how transaction data is send to your surveillance system and you can associate sources to an event group www milestonesys com Page 37 Administration Milestone XProtect Transact 2 5 Administrator s Manual Transaction events are supported in Milestone XProtect Enterprise and Milestone XProtect Professional trigger transaction events in the surveillance system it is prerequisite that you define generic events in the surveillance system that match the criteria of the transaction events from Transact When a transaction event is triggered the transaction event groups containing the event send a TCP or UDP data package to Milestone XProtect Enterprise or Milestone XProtect Professional The data package is then analyzed by the generic events in the surveillance system If the transaction event is matching specified criteria in a generic event the actions specified in the generic event are triggered Protect Transact XProtect Enterprise or Professional N Group 1
98. with PoS Point of Sale or ATM Automated Teller Machine transaction data 1 to 1 correspondence of images to transactions Transaction data is time linked with video images of cash registers ATMs for simultaneous display of transactions and camera recordings Whether the problem is internal or external perpetrators it is easy to find suspicious transactions with Milestone XProtect Transact s features for searching transactions by cash register ATM camera data time or free text See Viewing Transactions on page 46 for more information See Interaction with Sources and Surveillance Solutions on page 7 for more information about how Transact interacts with the sources and your surveillance solution Interaction with Sources and Surveillance Solutions There are several components in the Transact communication flow In short Milestone XProtect Transact consists of a Transact Server and a Transact Database The Transact Server has a service that listens for transactions from sources Five different kinds of ES e source exist Serial ports TCP clients TCP XML Troy boxes and an Analytics Transact provider wi qe more types may be available in z customized Transact installations Sources in turn are connected to the actual devices on which the Client transaction data is generated cash registers ATMs etc Camera red a www milestonesys com Page 7 Introduction Milestone XProtect Transact 2 5 Administr
99. ws creation and viewing of 360 degree panoramic images FPS Frames Per Second a measure indicating the amount of information contained in motion video Each frame represents a still image but when frames are displayed in succession the illusion of motion is created The higher the FPS the smoother the motion will appear Note however that a high FPS may also lead to a large file size when video is saved Frame Rate A measure indicating the amount of information contained in motion video Typically measured in FPS Frames Per second H Host A computer connected to a TCP IP network A host has its own IP address but may depending on network configuration furthermore have a name host name in order to make it easily identifiable HTTP HyperText Transfer Protocol a standard for exchanging files across the internet HTTP is the standard used for formatting and transmission of data on the world wide web www milestonesys com Page 61 Glossary Milestone XProtect Transact 2 5 Administrator s Manual I O Short for Input Output IP Internet Protocol a protocol i e standard specifying the format and addressing scheme used for sending data packets across networks IP is often combined with another protocol TCP Transmission Control Protocol The combination known as TCP IP allows data packets to be sent back and forth between two points on a network for longer periods of time and is used when connecting computers and other
100. www milestonesys com Page 16 Getting Started Milestone XProtect Transact 2 5 Administrator s Manual Administration The Transact Server listens for transactions from cash registers and other sources and stores such transactions in the Transact Database End users can browse recordings and transaction data with the surveillance system s Viewer or Smart Client See Viewing Transactions on page 46 for more information Transact Server Service Menu 1 You access the Transact Server Service Icon right click menu from the taskbar a k a systray 2 Right click the Transact Server Service Icon and a menu appears In addition to Help About and Exit it contains the following e Start Server Service Lets you start the Transact Server service e Stop Server Service Lets you stop the Transact Server service IMPORTANT As long as the service is stopped it will not listen for transactions from cash registers or other sources and will therefore not store such transactions in the Transact Database e Server Service Configuration This opens the Server Service Configuration window where administration of Transact Server Service settings is handled See Managing Server Service Settings on page 17 e Open Administrator This opens the Transact Administrator window See Managing Server Service Settings on page 17 Sources and Configurations on page 17 Master Slave Setup on page 35 Events and Event Groups on page 37 and License

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