Deployment Guide Pinnacle Series ™ Deployment Guide Information in this reference manual is subject to change without notice and does not represent a commitment on the part of any vendor. The software described in this reference manual is furnished under various license agreements and may be used or copied only in accordance with the terms of those agreements. Eagle Point has carefully prepared this program package, including research, development, and testing to ascertain its effectiveness and accuracy. However, no warranty of any kind is made with respect to this program package or its related material, except as may be expressly stated in the licensing agreement or other contractual document. In no event is Eagle Point or its partners liable for incidental or consequential damages in connection with, or arising out of, the furnishing, performance, or use of this program package. Eagle Point and Pinnacle Series logos are unregistered trademarks of Eagle Point. All other registered or unregistered trademarks are the property of their respective holders. Copyright © 2007-2018, by Eagle Point Software Corporation. All rights reserved. Pinnacle Series ™ Deployment Guide Pinnacle Series .......................................................................................................................... 2 Overview ................................................................................................................................. 3 System Requirements ............................................................................................................ 4 Management Utility (Desktop Application) .................................................................................................. 4 Pinnacle Series Command Launcher ......................................................................................................... 4 Installing Pinnacle Series........................................................................................................ 5 Installation Steps .................................................................................................................... 6 Install the Management Utility to Administrator’s Workstation ..................................................................... 6 Add Users and configure Job Roles & Permissions .................................................................................... 7 Configure Web Settings for Pinnacle Series Home Page ........................................................................... 7 Establish Content Version Visibility ............................................................................................................ 7 Create Deployment Package for Management Utility ................................................................................. 8 Deploy the Pinnacle Series Management Utility ......................................................................................... 11 Create Deployment Package for Pinnacle Series Command Launcher ....................................................... 11 Deploy Pinnacle Series Command Launcher to all users ........................................................................... 11 Email Login Information to Users ............................................................................................................... 12 Technical Support ................................................................................................................... 12 Troubleshooting ...................................................................................................................... 12 Additional User Documentation .............................................................................................. 13 Pinnacle Series Administrator Utility ....................................................................................... 14 Users Tab ............................................................................................................................... 15 Permissions Tab ..................................................................................................................... 19 Expertise Tab ......................................................................................................................... 21 Updates & Live Usage Tab ..................................................................................................... 21 Web Settings Tab ................................................................................................................... 23 Pinnacle Series Deployment Guide Page 1 PINNACLE SERIES In this chapter: Overview ......................................................................................... 3 System Requirements ...................................................................... 4 CHAPTER 1 Pinnacle Series Deployment Guide Page 2 Overview Pinnacle Series TM provides a single source for Learning and Knowledge Sharing, designed to help individuals and organizations become more efficient and productive with their technology tools. Pinnacle Series is a web based portal that connects to the Microsoft® Windows Azure Cloud Platform. Through an Internet connection, users have access to a comprehensive library of public and private customer content. This means users can log into Pinnacle Series from virtually any machine or mobile device that has an internet connection. Public, “read-only” content that is delivered to users includes Workflows, Cheat Sheets, Videos and Learning Paths. Chat Support and Desktop Assistance is delivered through a combination of Windows Azure services and Citrix® GoToMeeting/GoToAssist services. Customer specific content resides in a private tenant within SQL Azure Databases and is accessible only to users you authorize. In order to gain access to Pinnacle Series resources, Email and password information is securely transmitted to the Windows Azure Pinnacle Web service to verify that a user is authorized as a valid customer with an active subscription. This connection is performed at Sign-in. Once that information is verified, the user has access to consume both public and private content. Platform Administrators and Managers require a "thin client application" (Windows Based) to be installed onto their workstations. The Pinnacle Series Management Utility is required for user administration, platform branding, content customization, course enrollments, and reporting. All other users will access Pinnacle Series through their preferred web browser. Review the Security and Privacy document for detailed information on System Architecture, Security and Privacy. The general steps for successfully deploying Pinnacle Series are summarized below. • Install Pinnacle Series Management Utility to Administrator’s Workstation • Add Users and configure Job Roles & Permissions • Configure Web Settings for Pinnacle Series Home Page • Establish Content Version Visibility • Create Deployment Package for Pinnacle Series Management Utility • Deploy Pinnacle Series Management Utility to Platform Administrators and Managers • Create Deployment Package for Pinnacle Series Command Launcher • Deploy Pinnacle Series Command Launcher to all users • Email login information to users from Administrator Utility • Uninstall old versions of Pinnacle Series Review the System Requirements outlined below for installing Pinnacle Series to individual client workstations. Pinnacle Series Deployment Guide Page 3 System Requirements Pinnacle Series Management Utility (Desktop Application) The system requirements for end user (client) workstations are listed below. • One of the following Operating Systems ο Windows 7 (any edition) (recommended) ο Windows 8.1 (any edition) (recommended) ο Windows 10 (any edition) (recommended) • 512 MB+ RAM • 65 MB free hard drive space • Internet access for Workflow, Cheat Sheet, Video, Chat and Training resources. o http://pinnacleweb.eaglepoint.com o http://pinnacleonecloud.cloudapp.net o http://pinnacle.blob.core.windows.net • Microsoft Windows .NET Framework 4.0 (already installed with Autodesk 2012+ versions) • Microsoft Windows Media Player version 11.0 • Citrix® GoToMeeting/GoToAssist plugin (installed on first use) • Supported Autodesk Product Versions o AutoCAD Civil 3D, 2012, 2013, 2014, 2015, 2016, 2017, 2018 o Autodesk Revit Architecture, Structure, MEP 2012, 2013, 2014, 2015, 2016, 2017, 2018 • Full registry rights to the Eagle Point software key Pinnacle Series Command Launcher (Browser Add-on) The system requirements for end user (client) workstations are listed below. • Web Browser o Internet Explorer o Microsoft Edge o Google Chrome o Mozilla Firefox o Safari • Administrative permissions to install software Pinnacle Series Deployment Guide Page 4 Installing Pinnacle Series In this chapter: Installation Steps ............................................................................. 6 Technical Support .......................................................................... 12 Troubleshooting ............................................................................. 12 Additional User Documentation ...................................................... 13 CHAPTER 2 Pinnacle Series Deployment Guide Page 5 Installation Steps The following sections describe the steps required to properly install and configure the Pinnacle Series . For first time installations, refer to Install Pinnacle Series Management Utility to Administrator’s Workstation below to begin the installation process. Before you get started