Initial configuration tasks list

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 some system components or Install all system components.
	Change the trial SLC to a permanent SLC (if required). See Change the Software License Code.
	Log in to the Management Client. See Logging in.
	Verify that each recording server's storage settings meet your needs. See Storage and archiving.
	Verify that each recording server's archiving settings meet your needs. See Storage and Recording Settings properties.
	Detect the hardware, cameras or video encoders to add to each recording server. See Add hardware.
	Configure each recording server's individual cameras. See Cameras (Devices node).
	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 Attach a device or group of devices to a storage.
	Enable and configure devices. See Devices (Devices node).
	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.
	Add roles to the system. See Roles and permissions of a role.
	Add users or groups of users to each of the roles. See Assign/remove users and groups to/from roles.
	Activate licenses. See Activate licenses online or Activate licenses offline.

For more information about how to configure the system in the Site Navigation pane, see Site Navigation pane.

XProtect Management Client

Initial configuration tasks list

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