Intel
®
Retail Client Manager
Quick Start Guide
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Contents
1 Introduction ... 8
2 Intel® RCM Software Download ... 9
3 Intel® RCM Software Installation ... 10
3.1 Prepare to Install the Intel® RCM Campaign Manager Software ... 10
3.2 Prepare to Install the Intel® RCM Player Software ... 10
3.3 Start the Intel® RCM Software Installation ... 10
4 Logging into the Intel® RCM Campaign Manager... 18
4.1 Users and Roles ... 19
4.2 Users have different roles assigned to them. ... 19
4.3 Logging in as the Intel® RCM Domain Administrator ... 19
4.4 Logging in as an Intel® RCM User ... 19
4.5 Connection Settings ... 19
5 Intel® RCM Player Channel Configuration ... 21
5.1 Player Diagnostics ... 22
6 Running the Intel® RCM Player ... 24
6.1 Intel® RCM Player Startup Dialog ... 24
6.2 Stopping the Intel® RCM Player ... 25
7 Intel® RCM Remote Control ... 26
8 Intel® RCM Audience Analytics ... 27
Figures
Figure 1 Intel® RCM InstallShield wizard ...11
Figure 2 InstallShield welcome page ...12
Figure 3 License agreement ...12
Figure 4 Program features ...13
Figure 5 Deployment Region ...14
Figure 6 Begin installation ...15
Figure 7 Progress window ...16
Figure 8 Installation complete ...16
Figure 9 Connect to server ...18
Figure 10 Change domain admin password...20
Figure 14 Load configuration file ...21
Figure 15 Intel® RCM Player configuration complete ...22
Figure 16 Intel® RCM Optional Features ...22
Figure 17 Intel® RCM Player diagnostics example output ...23
Figure 11 Player is not configured dialog ...24
Figure 12 Countdown to player startup dialog ...25
Revision History
Revision Description Date
-001 Initial release. June 2013
-002 Prerequisite additions, installation updates, and other details. February 2014 -003 Updates for Intel RCM release 2.0 including the new Intel® RCM Audience
Analytics and Inte® RCM Remote Control features, and removed campaign creation/publishing steps. Those steps can be referenced in the “Getting Started “ topic located in the Campaign Manager help system.Also combined the software installation instructions for Campaign Manager software and the Intel RCM Player software.
June 2014
-004 Updated Legal notice, reference of online Intel® Retail Client Manager Help
to Help Guide. August 2014
-005 Made some updates to the player software installation, added a new section for the new player startup dialog, and fixed figure numbers, and added operating system language prerequisite information and Deployment Region clarification. Added a Troubleshooting section.
October 2014
References
Reference Description
Intel® Retail Client Manager Web site Intel® RCM Product information and location of self-guided training.
Intel® Retail Client Manager FAQs Frequently asked questions and answers.
Intel® Retail Client Manager Training
Syllabus Recommended learning path and links to self-guided training material.
Prerequisites
Intel® Retail Client Manager (Intel® RCM) is built on the Microsoft* .NET* platform. In order for
Campaign Manager to function correctly, the following prerequisites are required to be installed prior to proceeding with the IntelRCM Campaign Manager installation.
System requirements
Windows*7, Windows Embedded 7, Windows 8, or Windows Embedded 8.
Prior to installing the Intel RCM software, the system’s operating system native language must first be installed for one of the Intel RCM supported languages listed below.
Intel RCM supported languages: o Chinese (Simplified) o English o German o Japanese o Portuguese (Brazil) o Russian o Spanish
The operating system language must be set during the operating system software installation process, and it will not suffice to change the language/region (i.e. using the “Control-Panel”) to match one of the supported locales after the operating system installation.
Failure to set the language during the operating system installation with one of the Intel RCM supported locales will cause Intel RCM software to fail queries on operating system network information, and thus, Intel RCM will be unable to complete required network communications. This requirement does not affect the region choice of used with Intel RCM Audience Analytics.
Microsoft .NET Framework 4.0 full version or newer version The latest Adobe Flash* player
Microsoft Internet Explorer* 10.0 or newer version
IntelRCM Campaign Manager Installer installs the following dependencies Slim DX redistributable for .NET Framework 4.0
Microsoft Sync* Framework 2.1 redistributable
Microsoft SQL Server* Compact 3.5 SP2 redistributable
Disk storage estimates for program feature installation Refer to Program features in this document for selections. Campaign Manager requires approximately 96 MB disk storage. Intel RCM Player features require approximately 106 MB disk storage.
1
Introduction
This document provides the user with the basics for installing the Intel® Retail Client Manager (Intel®
RCM) Campaign Manager and Player software, and getting logged into Campaign Manager for the first time.
After completing these steps please refer to the “Getting Started” section, located at the Campaign Manager “Welcome Page,” for instruction on creating and publishing your first campaign. Also refer to the Intel® Retail Client Manager Help as needed for a comprehensive list of Intel RCM help topics,
including Intel RCM Remote Control and Intel RCM Audience Analytics. The runtime help is available at the Campaign Manager “Welcome Page” or Help tab, and the online Help Guide is available at the
Intel® RCM product Web site.
Once you have successfully created and published your first campaign, refer to the Training Syllabus located at the Intel® RCM product Web site. The Training Syllabus provides a recommended learning path and advancement through additional Intel RCM features, capabilities, and training.
2
Intel
®
RCM Software Download
Refer to the Intel® Retail Client Manager Registration Guide (attached to your confirmation email) for
the Intel RCM software registration and download information, as well as product support information. The Intel RCM Campaign Manager software is required for systems that will be used for domain administration and to create and manage Intel RCM Campaigns on a Domain. The Intel RCM Player software is required for systems that will play campaigns, such as digital signage devices (signs, and/or kiosks).
For Intel RCM Campaign Manager and/or Intel® RCM Player software installation, download and
extract the “Intel(R) RCM Full X.X.zip” package, which contains installers for the Intel RCM Campaign Manager software and the Intel RCM Player software.
Note: If you would like to use the player only installation, download and extract the “Intel(R)
RCM Player-Only X.X.zip” package.
Once the binary is downloaded and extracted, refer to the following sections in this guide for
3
Intel
®
RCM Software Installation
3.1 Prepare to Install the Intel
®RCM Campaign Manager
Software
The Intel® RCM Campaign Manager software is used to create and customize Intel RCM Campaigns on
a Domain. Domains can have multiple Campaigns, which can be broadcast to channels. Campaign Manager can be installed on a network connected laptop or workstation, but in a production environment will not likely be installed on the Intel RCM Player device.
If an older version of Intel RCM is installed, be sure to remove it via Add/Remove Programs before installing a newer version.
If Ryarc Campaign Manager is installed, be sure to uninstall it (via Add/Remove Programs) before installing Intel RCM Campaign Manager. After the Ryarc software is uninstalled, remove the local data files left by the uninstaller by deleting the Ryarc folder found at
C:\Users\<USER>\AppData\Roaming\Ryarc. Once cleaned, proceed with the Intel RCM Campaign Manager software installation.
Adobe* Flash Player 11.XX is required for Intel RCM Campaign Manager if using flash media.
Microsoft* .NET 4.0 is required for Intel RCM Campaign Manager.
3.2 Prepare to Install the Intel
®RCM Player Software
The Intel RCM Player software is installed on the player device connected to digital screens, signs, and/or kiosks. The player will be configured to the Domain and tuned to a created channel where it will receive and display the contents of the Campaign.
If an older version Intel RCM Player is installed, be sure to remove it via Add/Remove Programs before installing the new version.
If the Ryarc Player is installed, be sure to uninstall it (via Add/Remove Programs) before installing the Intel RCM Player. After the Ryarc software is uninstalled, remove the local data files left by the uninstaller by deleting the Ryarc folder found at
C:\Users\<USER>\AppData\Roaming\Ryarc. Once cleaned, proceed with the Intel RCM Player software installation.
The Windows operating system on this device should be configured with the following options: Time and Time Zone correctly configured
Screen Saver disabled
Power Options set to never sleep, hibernate, turn of hard disks, or turn off display Automatic login by disabling the login screen.
Adobe* Flash Player 11.XX is required for Intel RCM Player if using flash media.
Microsoft* .NET 4.0 is required for Intel RCM Player.
3.3 Start the Intel
®RCM Software Installation
To start the installation, double-click on the installer executable (either Intel Retail Client Manager -
Full Install.exe or Intel(R) Retail Client Manager – Player-Only Install.exe).
Retail Client Manager - Full Install.exe: Contains installers for the Intel RCM Campaign
Manager software and the Intel RCM Player software.
Intel(R) Retail Client Manager – Player-Only Install.exe: Contains only the installer for the
Note: The examples in this section show InstallShield wizard dialog menus from the “Intel(R)
Retail Client Manager - Full Install.exe.” Follow the dialog menus for whichever installation you use.
Figure 1 Intel® RCM InstallShield wizard
Figure 2 InstallShield welcome page
Read and accept the license agreement by clicking the checkbox, and then click Next.
By default, the full installer will install both the Campaign Manager and the Intel RCM Player software on the system. If only the Campaign Manager is desired, click the dropdown next to Player and choose “This feature will not be available”. Also, change the installation directory if needed. Click Next.
Note: Intel® RCM Audio Player is not currently supported and should not be installed on any
device at this time.
Choose the Deployment Region where the Intel RCM Player will be deployed with Intel® RCM Audience
Analytics. The Deployment Region only applies to the use of Intel RCM Audience Analytics and independent of the operating system installed language.
Figure 5 Deployment Region
Figure 6 Begin installation
Figure 7 Progress window
Upon successful installation, the following dialog will appear.
Figure 8 Installation complete
4
Logging into the Intel
®
RCM
Campaign Manager
Campaign Manager must connect to the server to publish campaign content to display on Intel RCM Players.
Open Campaign Manager by clicking the link in the Intel® Retail Client Manager Start Menu group.
Campaign Manager can also be found by searching for campaign in the Start Menu or the Windows* 8 Home screen. Once opened, the “Connect to Server” menu will appear.
Refer to the Intel® Retail Client Manager Registration Guide (attached to your confirmation email) for
your Intel RCM Campaign Manager Login credentials.
4.1 Users and Roles
4.2 Users have different roles assigned to them.
Refer to the “Concepts” section within the Campaign Manager Help system, and select “Users and roles” for more details.
4.3 Logging in as the Intel
®RCM Domain Administrator
Enter the Server Name, User Name, and Password (provided by your Intel RCM Realm Administrator, or your Intel RCM order confirmation), replacing ‘my_server_name’ and ‘Domainname\domainadmin’ as seen in figure with your server name and ‘Yourdomainname\domainadmin’. For example, if the name of your domain is “IntelUSA”, your user name is “IntelUSA\domainadmin”.
Once you have logged into Campaign Manager as the domainadmin for the first time, it is
recommended that you reset the domain administrator password by clicking the “Change Domain Admin Password” button in the Administration tab of the Campaign Manager ribbon:
Note: The domainadmin user is the super user that has all the privileges over a domain.
4.4 Logging in as an Intel
®RCM User
Enter the Server Name, UserName, and Password (provided by your Intel RCM domain administrator), replacing ‘my_server_name’ and ‘Domainname\domainadmin’ as seen above with your server name and ‘Yourdomainname\UserName’
4.5 Connection Settings
If a proxy server is required to access the internet, ensure to provide the proxy server address and port number in order to connect to the Intel RCM Distribution Service.
If proxy settings are not configured correctly, typical errors could result, such as: “The remote service was not available and no locally cached data exists”.
Proceed to enter Proxy server details:
1. On the Connect to Server login screen, click on Options.
2. In the Connections Settings, check ‘Use proxy server for your Local Area Network(LAN)’ option, enter proxy server address and port number and check ‘Bypass proxy server for local addresses’ option.
After entering your respective login credentials, click Connect.
Figure 10 Change domain admin password
5
Intel
®
RCM Player Channel
Configuration
The IntelRCM Player is configured with a channel configuration file (.xml). Refer to the “Create a channel” help topic within Campaign Manager for steps to create the channel configuration file. For the first-time configuration the file (.xml) must be accessible from the remote player. Therefore, ensure that the configuration file is either saved locally on the player, on a USB drive, or on a network shared drive where the player can access it.
After the channel configuration file is created, open the “Player Configurator” application by clicking the link in the Intel® Retail Client Manager Windows Start Menu group. The Player Configurator can
also be found by searching for Player in the Windows Start Menu or the Windows 8 Home screen. Refer to the “Intel® RCM Player configuration” help topic within Campaign Manager for additional details about the player configuration settings.
In Player Configurator, choose File > Configure to load the channel configuration file that you created in Campaign Manager, Navigate to the location where you stored the channel configuration file and then click Open.
Figure 11 Load configuration file
Figure 12 Intel® RCM Player configuration complete
Next, select Channel Settings to configure the channel’s Connection Settings, Display Settings, and Optional Features. Check any optional features that you would like to enable for the player. Note: For Intel RCM Audience Analytics feature enablement on the player, you will need to enable the feature using the Player Configurator application as shown below in “Intel RCM Optional Features,” and you will need to configure Intel RCM Audience Analytics sensor information on the Intel RCM Player using the Audience Analytics Configurator application. Refer to the “Intel RCM Audience Analytics Configuration” help topic within Campaign Manager for the detailed steps.
Figure 13 Intel® RCM Optional Features
5.1 Player Diagnostics
After the Player is configured, while still in Player Configurator, choose Diagnostics in the left pane of the Intel® RCM Player Configurator. Click the “Run diagnostics” button to begin diagnostic test. If the test is successful, “Diagnostic PASSED” will display at the bottom of the test results. Common failures include Date and Time mismatches between the Player and Server, as well as network connectivity issues.
Note: It there is a proxy server, ensure to provide the proxy server address and port number in order to pass diagnostics.
If proxy settings are not configured correctly, expect to see errors such as “Connection Failure: Unable to connect to Sync Service. Verify you are connected to the network and the service exists”.
Configure the Proxy server details:
1. In Player Configurator, choose General Settings in the left pane
2. In the Network Settings, check ‘Use proxy server’ option, enter proxy server address and port number.
Figure 14 Intel® RCM Player diagnostics example output
Close the Player Configurator and refer to the “Getting Started” section, located at the Campaign Manager “Welcome Page” for instruction on creating and publishing your first campaign.
6
Running the Intel
®
RCM Player
Please read this entire section thoroughly before starting the Intel RCM Player software for the first time.
The Intel RCM Player can be found within the Intel Retail Client Manager Start Menu group. The Intel RCM Player can also be found by searching for Player in the Windows Start Menu or the Windows 8 Home screen.
The Intel RCM Player needs to be configured to play the desired campaign, and will automatically start on a system reboot after automatic login.
6.1 Intel
®RCM Player Startup Dialog
When the Intel RCM Player is started for the first time it will determine whether it has been
configured. If it has not been configured, the startup process will display an Intel RCM Player channel configuration dialog message.
The purpose of the dialog message is to inform that the player is not configured, as shown in Figure 11, and provide the user with choices on how to proceed with the startup:
Intel recommends that you choose Yes to configure the player. The Player Configurator application will start. Refer to the following section titled “Intel® RCM Player Channel
Configuration” for basic player configuration instruction.
Choose No to cancel the startup without configuring the Intel RCM Player. The next time the Intel RCM Player is started the dialog menu will be displayed again.
Make no choice to resume the Intel RCM Player startup. If no selection is made (either
Yes or No) within the first 5 seconds of the Intel RCM Player startup, the player will enter into a 5 second countdown, as shown in Figure 12. Upon reaching zero the Intel RCM Player will proceed to start and the default montage will play, as depicted in Figure 13. The default montage will play each time the Intel RCM Player is started, until the basic player configuration is performed, as described in the section titled “Intel® RCM Player Channel
Configuration.”
Note: The Intel default montage will play while the created campaign content is being delivered to the player. Synchronization time will vary based on the file size of the content added to the Campaign. Once synchronized, the created campaign will play according to the set schedule. Refer to the Troubleshooting section if the default montage continues to play instead of the created campaign.
Figure 16 Countdown to player startup dialog
The Intel RCM Player default montage will look similar to the image in the Figure below.
Figure 17 Default Montage
6.2 Stopping the Intel
®RCM Player
To stop the Intel RCM Player, right click anywhere within the player’s window and select ‘Close.’
7
Intel
®
RCM Remote Control
Intel® RCM Remote Control allows you to control all your retail digital touch points from anywhere with
enhanced browser based manageability capabilities:
Reduce the complexity of scheduling content and managing digital touch points through a simple and intuitive interface integrated into Intel RCM.
Reduce downtime of digital touch points with advanced manageability features such as Power Off, Restart, Show Screen and Direct Control. Plus critical capabilities of Wake Up and Reset to BIOS for Intel® Active Management Technology (Intel® AMT) enabled platforms.
For details about using Intel RCM Remote Control and configuring the player for this feature, search the runtime Intel® Retail Client Manager Help system for the “Remote Control” topic. The runtime help
is available at the Campaign Manager “Welcome Page” or Help tab, and the online Help Guide is available at the Intel® RCM product Web site.
8
Intel
®
RCM Audience Analytics
Intel® RCM Audience Analytics enables digital touch points to deliver highly relevant, near real-time
content to the right users at the right time:
Reduce the complexity of scheduling content and managing digital touch points through a simple and intuitive interface integrated into Intel RCM.
Quantify audience demographics including gender and age.
Gain the objective data you need to maximize the value of your digital network.
Analyze viewer interactions with digital signs, including dwell time, time of day, and viewed content.
Optimize on-screen content, in near real-time.
For details about using Intel RCM Audience Analytics and configuring the player to enable this feature, search the runtime Intel® Retail Client Manager Help system for the “Audience Analytics” topics. The
runtime help is available at the Campaign Manager “Welcome Page” or Help tab, and the online Help
Guide is available at the Intel® RCM product Web site.
9
Troubleshooting
Refer to the Prerequisites section in this document to ensure proper system and resource requirements are met prior to installing and using Intel RCM Player and Campaign Manager. 1. The Intel RCM Player continues to play the default montage instead of the campaign:
Any of the following situations will cause the default montage to play:
Ensure that the channel is configured for the Player. Refer to the section titled “Intel® RCM
Player Channel Configuration” for basic player configuration.
The player system’s Internet Options->Connections->LAN Settings must be configured as specified by your company to allow the player to connect to the Internet. If the Internet access requires the use of a proxy, ensure to correctly configure the Proxy and Port information on the players system.
The configured channel must exist in the domain. Contact the Intel RCM domain administrator at your company to ensure that the channel exists for your domain.
