SMART Room System™ for Microsoft® Lync® (SRS)
installation and service preparedness checklists
Pre-installation checklist
1. Site validation:
a. Site has a fully deployed and operational Microsoft Lync 2013 network infrastructure.
(If the site has only recently employed a Lync 2013 infrastructure, then the presence of a
Lync Certified Technician during the room system installation is also appropriate)
Supported topologies:
Topology
Lync
Exchange
Phone/Mediation Server
Notes
On-premises
On-premises
On-premises
Supported
On- premises
On-premises
None
Supported
Online
Online
None
Supported
Online
Online
Enterprise Voice provided by 3rd party provider
Supported
On- premises
Online
On-premises
Supported
Online
Online
N/A
Supported
On-Premises
Office 365
Hybrid
(Split Domain)
Lync Server On-premises
Lync
Online
Lync Server and
Lync Online Hybrid
BPOS-D
Lync Server 2010*
LRS client can join public meetings*
N/A
N/A
Under testing
Lync Server 2013
Fully Supported: LRS is homed,
LRS can join meetings
Yes
Yes
Under testing
Lync\Exchange
On-Prem
Online
Hybrid
Exchange 2007
Yes
N/A
N/A
Exchange 2010
Yes
N/A
N/A
Exchange 2013
Yes
Yes
Yes
b. Installation location has appropriate physical space clearances.
c. Installation location wall type is known, and can support the weight of the SRS hardware.
d. Installation location has an appropriate meeting room table, and permission has been
obtained to drill a hole into this table.
e. Installation location has MAINS power outlets available at the wall installation location(s),
and at the meeting room table.
f. Installation location has an active network jack at the wall installation location.
g. A local IT administrator with technical knowledge of the site’s Microsoft Lync network
infrastructure configuration has been scheduled to join the installation team, and perform
the final phase (software configuration) of the installation process, prior to declaring the
installation completed. This IT administrator must also have read Microsoft’s Lync Room
System deployment guide. http://www.microsoft.com/en-US/download/details.aspx?id=39274
h. Test your account using a test laptop, test both that you can sign into a Lync client and
that you can sign into Exchange by either using Outlook or Outlook Web Access.
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i.
j.
If possible, do not join the SRS system to the domain; copy Enterprise Root certificates
manually from the CA (Certificate Authority). If you must join the SRS system to your
domain, make sure it is in an OU (Organization Unit) that blocks all group policy
inheritance and is free of all group policies.
Enterprise root certificate must be in the same domain as the SIP URI.
2. Hardware installation tools:
a. Common installer tools, not specifically identified in the installation documents:
i. Paper and pencil
ii. Stud finder
iii. Tape measure
iv. Ladder
v. Level
vi. Common screwdrivers including (but not limited to):
1. Philips #1
2. Philips #2
3. Philips #3
4. Philips #4
(needed for the panel mounting bolts)
5. Standard / Flat-blade 1/4"
vii. Center-punch
viii. Hammer
ix. Drill
x. Drill-bits appropriate for the installation location wall and floor types:
1. 3/16" for wood & metal
2. 5/16" for wood & metal
3. 7/16" for wood & metal
4. 1/2" for wood & metal
5. 3/16" for concrete
xi. Impact driver or socket driver
xii. Sockets appropriate for the wall-mount lag screws, in a range of sizes:
1. Imperial: 3/16" up to 1/2"
2. Metric:
8 mm up to 12 mm
xiii. Flashlight
xiv. A wide selection of nylon cable ties
xv. Cable tie cutter
xvi. Vacuum cleaner for use during site cleanup
b. Additional, less common tools needed for the SRS-Lync installation, as specifically
indicated in the installation documents:
i. 5 mm hex driver with >300 mm (~12") reach extension
ii. 3+1/8" hole-saw
iii. Standard network cable (Cat5, Cat6, etc.) of an appropriate length to reach from
the installation location’s network connection jack, to the SMART Room System
installation location.
c. Extension cables, as needed.
d. Network connection cable, as needed.
e. Telescoping mirror, to aid visibility behind the displays.
f. Vacuum cleaner and other tools for installation site cleanup as needed.
3. Information Technology (IT) tools needed for the final phase of the room system
installation (the software configuration):
a. A test computer (laptop or other portable) configured for the installation location’s Lync
network infrastructure environment, with Outlook and a Lync client.
b. Internet access to the SMART website, for accessing documentation which does not ship
in the SMART Room System packaging, and/or printed copies of all relevant
documentation.(especially the setup and maintenance guide)
c. A USB keyboard and mouse which may be used during the configuration process.
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d. Lync Network infrastructure configuration information, for this Lync Room System:
i. Local administrator account name to be assigned to the SRS
ii. Local administrator account password to be assigned to the SRS
iii. Microsoft Lync account user name, assigned on the network for this SRS
iv. Microsoft Lync account password, assigned on the network for this SRS
v. Microsoft Lync account SIP URI, assigned on the network for this SRS
vi. Any other necessary network configuration information, such as DNS server
address if not configured automatically via DHCP, and proxy information if a
proxy is used on the network infrastructure.
vii. MAC address of the SRS system if it needs to be added to a white list to allow it
access to the network.
viii. All ports necessary for the Lync environment must be open.
For full instructions on how to provision a Microsoft Lync Room please refer to the
Microsoft site: http://www.microsoft.com/en-US/download/details.aspx?id=39274
Installation validation checklist
1. SRS boots to user mode, not to the configuration (administrator) mode.
2. SRS displays the console content on the console, and not on one of the large IFPs (the ‘options’
button only appears on the console).
3. SRS displays the room system calendar, after connecting to the Exchange server.
4. When booking the room resource in a Lync meeting, from a test computer via Outlook, the
scheduled meeting successfully shows up on the room system calendar.
5. Touch events physically occurring on each display do provide visual feedback of the touch event
occurring on that same display, not on a different display.
6. ‘Meet now’ button works and displays SRS video.
7. Creating and joining a meeting with another Lync client is successful, and both audio and video
works.
8. Joining a scheduled meeting by touching it on the calendar on the console works.
9. Joining a scheduled meeting by touching it on the calendar on the large display panel works.
10. When in a meeting, and presenting the Lync whiteboard, touch and digital ink functions correctly.
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Post-installation service & support preparedness checklist
1. Common hardware service tools:
a.
b.
c.
d.
Paper and pencil
Ladder
Tape measure
Common screwdrivers including (but not limited to):
i. Philips #1
ii. Philips #2
iii. Standard / Flat-blade 1/4"
e. Flashlight
f. A wide selection of nylon cable ties.
g. Cable tie cutter.
h. Any other tools previously used during the installation process, as needed.
2. Information or technology access tools:
a. Known-good remote control for the model of SMART interactive flat panel (IFP-8070i-G4,
or IFP-8084i-G4) in the room system being serviced.
b. Known-good USB keyboard and mouse.
c. A test computer (laptop or other portable) configured for the installation location’s Lync
network infrastructure environment, with Outlook and a Lync client.
d. Internet access to the SMART website, for accessing any necessary documentation or
resource links, including (but not limited to):
i. Configuration and maintenance guide, which contains troubleshooting
information
ii. Trouble symptom specific Knowledge Base documents
iii. Installation guides, which contain wiring illustrations
iv. SMART parts store
v. SMART support contact information
e. An alternative audio source, such as an iPod or other portable music player
3. Common parts which may be used in hardware isolation testing:
a.
b.
c.
d.
e.
5m long USB cable (Type-A male to type-B male)
5m long mini-USB cable (Type-A male to type-B-mini female)
5m long USB active extension cable (SMART model USB-XT-1100)
6.3m long HDMI 1.4 cable
A known-good spare SMART Room system conferencing audio system including:
i. Audio processor
ii. Conferencing microphones
iii. Conferencing microphone cables
iv. Dual-RCA to dual-RCA audio cable
v. Panel-to-device power cable (which can be used with the audio processor or with
the speakers or camera)
f. A known-good spare SRS camera.
g. A known-good spare SRS computing appliance.
h. A known-good replacement power supply for the SRS console.
i. A known-good SMART conferencing speaker system, including:
i. SMART conferencing speakers
ii. 3.5mm to dual-RCA audio cable
iii. Panel-to-device power cable (which can be used with the speakers or with the
camera or audio processor)
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