Initial configuration tasks list

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The checklist below lists the initial tasks for configuring your system. Some of them, you may already have completed during installation.

A completed checklist does not in itself guarantee that the system matches the exact requirements of your organization. To make the system match the needs of your organization, Milestone recommends that you monitor and adjust the system continuously.

For example, it is a good idea to test and adjust the motion detection sensitivity settings of individual cameras under different physical conditions, including day/night and windy calm weather, once the system is running.

The setup of rules, which determine most of the actions your system performs, including when to record video, is another example of configuration that you can change according to your organization's needs.

Step	Description
	You have finished the initial installation of your system. See Install a new XProtect system.
	Change the trial SLC to a permanent SLC (if required). See Change the Software License Code.
	Log in to the Management Client. See Login overview.
	Verify that each recording server's storage settings meet your needs. See Storage tab (recording server).
	Verify that each recording server's archiving settings meet your needs. See Storage tab (recording server).
	Detect the hardware, cameras or video encoders to add to each recording server. See Add hardware.
	Configure each recording server's individual cameras. See Camera devices (explained).
	Enable storage and archiving for individual cameras or for a group of cameras. This is done from the individual cameras or from the device group. See Storage tab (recording server).
	Enable and configure devices. See Site Navigation: Devices: Working with devices.
	Rules determine the system's behavior to a large extent. You create rules to define when cameras should record, when pan-tilt-zoom (PTZ) cameras should patrol, and when notifications should be sent, for example. Create rules. See Rules and events (explained).
	Add roles to the system. See Roles (explained).
	Add users or groups of users to each of the roles. See Assign/remove users and groups to/from roles.
	Activate licenses. See License information or License information.

Step

Description

You have finished the initial installation of your system.

See Install a new XProtect system.

Change the trial SLC to a permanent SLC (if required).

See Change the Software License Code.

See Login overview.

Verify that each recording server's storage settings meet your needs.

See Storage tab (recording server).

Verify that each recording server's archiving settings meet your needs.

See Storage tab (recording server).

Detect the hardware, cameras or video encoders to add to each recording server.

See Add hardware.

Configure each recording server's individual cameras.

See Camera devices (explained).

Enable storage and archiving for individual cameras or for a group of cameras. This is done from the individual cameras or from the device group.

See Storage tab (recording server).

Enable and configure devices.

See Site Navigation: Devices: Working with devices.

Rules determine the system's behavior to a large extent. You create rules to define when cameras should record, when pan-tilt-zoom (PTZ) cameras should patrol, and when notifications should be sent, for example.

Create rules.

See Rules and events (explained).

Add roles to the system.

See Roles (explained).

Add users or groups of users to each of the roles.

See Assign/remove users and groups to/from roles.

Activate licenses.

See License information or License information.

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