Title Page

  • Site conducted

  • Conducted on

  • Prepared by

  • Location

Untitled Page

Site Photos provided by AV integrator

Wide Shot of room from each corner

  • Corner 1

  • Corner 2

  • Corner 3

  • Corner 4

  • display w/camera

  • tabletop overview

  • cable cubby closeups

  • equipment under table

  • floor track (if applicable)

General Testing

  • All sources tested for video and audio (MTR, ClickShare, laptop HDMI, Room PC), auto switching

  • Display on/off working automatically via DPM (sleep/wake)

  • MTR tested with a Teams meeting calendar, video, content, speaker and all mics OK

  • Outgoing phone call tested to an external line ie. cell phone (not a Teck wired phone)

  • Incoming phone call tested from an external line (record extension here):

  • Display height: bottom of image at 46" AFF, or as otherwise instructed by Teck (record here):

  • If using external powered speakers: gain structure set for appropriate level, not too loud

  • All devices mounted in such a way they can be easily swapped for service

  • Camera mounted underneath TV, not above (ie. velcro if required)

  • Camera pointed at center of table and framed properly

CLICKSHARE TESTING

  • ClickShare tested with Miracast on Windows

  • ClickShare tested with ClickShare app on Windows

  • ClickShare tested with USB button

  • Display remote control velcro'd to back of display, or stored away (ie. Tempo/credenza)

  • spare CAT6 cable has been run from display to table/rack: terminated, tested, labeled

  • add notes on cabling pathways and challenges in the comments >

  • Drawings: any field changes red lined (ie. is spare CAT6 cable missing?)

  • Old AV equipment provided to Teck, or disposed of as directed

Cable Management Standards

  • cable cubbies: all existing AAP plates with female connectors are removed (ie. RJ45/VGA), replaced with grommet/passthrough AAPs

  • cubbies: cables secured underneath for strain relief, not so long that they drag on the floor when fully stored away

  • HDMI adapter ring installed with adapters laying flat (record which adapters here):

  • Dell laptop charger, and USBC charger, installed under table with cables through each cubby

  • Grommets installed in tabletop as needed for touch screenaudio/expansion mics, not through cubby

  • Network cabling: if using a data port the wall that is not near the device, surface raceway must be used. If running a patch cable inwall to this port, it must pass through a dedicated wall plate, not sharing the wall plate with data ports themselves

Labeling Standards

  • Cabling: all AV cabling labeled as per signal flow diagram

  • All labels machine printed, not hand written

  • label ClickShare buttons with room name

  • label network switch with hostname

  • Tabletop USB hub/extension: labeled "Room PC"

  • wireless keyboard, mouse and USB dongle: labeled "Room PC", with login info on keyboard

Data Ports record number used for each device

  • MTR compute (Lenovo M920q / Crestron UCENGINE)

  • Poly Trio

  • Crestron Flex Mercury/TSW

  • Crestron HDMD400CE

  • ClickShare

  • LCD

  • Room Booking Panel

  • Inroom network switch (uplink)

  • Other (see comment)

Logitech Tap + Lenovo Compute

  • Lenovo Tiny PC serial number (record here):

  • Lenovo Tiny PC hardware type

  • Lenovo Tiny PC Administrator password changed to O************!

  • Lenovo Tiny PC Administrator BIOS password changed to O***********0 (no !)

  • Lenovo Tiny PC MS Teams Rooms App fully updated (v4.11.17.0 as of 20220303)

  • Lenovo Tiny PC Windows 10 updated to 20H2 or later (10.0.19042.xxxx)

  • Lenovo Tiny PC MAC address (record here):

  • Lenovo Tiny PC IP via DHCP (record here):

  • Lenovo Tiny PC default hostname is (record here):

  • Lenovo Tiny PC set new hostname to:

  • Lenovo Tiny PC set resolution to 1920x1080 @ 60Hz (Windows > sign in as Administrator)

  • Lenovo Tiny PC ThinkSmart Manager services installed (see comment)

  • Lenovo Tiny PC TeamViewer Host installed, configured (see comment)

  • Lenovo Tiny PC DHCP reservation and DNS AREC complete (list SNow RITM here):

  • Tap connected and functional

  • Touch UI > Setup > Account > Email > logged in successfully:

  • Touch UI > Setup > Account > Password:

  • Touch UI > Setup > Account > Supported meeting mode: Teams only

  • Touch UI > Setup > Account > Modern Authentication: enabled

  • Touch UI > Settings > Meetings > Automatic screen sharing: enabled

  • Touch UI > Settings > Device > Bluetooth beaconing: enabled

  • Touch UI > Settings > Device > Automatically accept proximitybased meeting invitation: enabled

  • Touch UI > Settings > Peripherals > correct devices selected for audio etc

  • Create Windows firewall rule to allow ICMP ping on Windows firewall (see comment)

  • Camera model (record here):

  • for ThinkSmart Cam: configure in TSM (see comment)

Poly Trio

  • If using existing Trio, delete from Resource Manager and factory restore first

  • IP is:

  • MAC address is:

  • hostname set (see comment):

  • set to USB Base Profile (see comment)

  • Firmware updated to 7.2.0 (see comment)

Crestron Flex

  • UCENGINE serial number (record here):

  • UCENGINE firmware version updated to latest ie. CCS400 v1.00.19.182 (auto updated)

  • UCENGINE MS Teams Rooms App fully updated (v4.10.10.0 as of 20211113)

  • UCENGINE Windows 10 updated to 20H2 (10.0.19042.xxxx)

  • UCENGINE MAC address (record here):

  • UCENGINE IP via DHCP (record here):

  • UCENGINE default hostname is (record here):

  • UCENGINE set new hostname to:

  • UCENGINE DHCP reservation and DNS AREC complete (list SNow RITM here):

  • Mercury/TSW serial number (record here):

  • Mercury MAC Adapter 1/TSW MAC address (record here):

  • Mercury/TSW IP via DHCP (record here):

  • Mercury/TSW hostname is (default):

  • Mercury/TSW set new hostname to:

  • Mercury/TSW set to Application Mode: Teams Video (see comment)

  • Mercury/TSW paired with UCENGINE successfully (see comment)

  • Touch UI > Setup > Account > Email > logged in successfully:

  • Touch UI > Setup > Account > Password:

  • Touch UI > Setup > Account > Supported meeting mode: Teams only

  • Touch UI > Setup > Account > Modern Authentication: enabled

  • Touch UI > Settings > Meetings > Automatic screen sharing: enabled

  • Touch UI > Settings > Device > Bluetooth beaconing: enabled

  • Touch UI > Settings > Device > Automatically accept proximitybased meeting invitation: enabled

  • Touch UI > Settings > Peripherals > correct devices selected for audio etc

  • DNS fix completed to resolve error "the server cannot be reached or version incompatible"

  • TeamViewer Host installed, configured (see comment)

  • Camera model (record here):

  • For Huddly IQ: Windows > Crestron Settings > USB Camera > Genius Framing > enabled

  • For Huddly IQ: Windows > Crestron Settings > USB Camera > People Counting > disabled

  • For SB1CAM: Windows > Crestron Settings > Advanced > Soundbar Firmware Mode Selection: high volume/enhanced

Crestron HDMD400CE

  • Web Interface > Status > Serial Number of Rx (record here):

  • Web Interface > Status > Serial Number of Tx (record here):

  • Web Interface > Status > MAC address (record here):

  • Web Interface > Device > Firmware: record version here, update if available 20200121: latest is 2.0.1.2265

  • Web Interface > Device > Input Notification > Enabled

  • Web Interface > Device > Username and Password > Password: set to "O************!"

  • Web Interface > Routing > Auto Route > True

  • Web Interface > Routing > Inputs and Outputs labeled:

  • Web Interface > Inputs > HDCP Support: disabled (on all inputs)

  • Inputs > Priority Routing Supp> Enabled, and set priorities as needed (see comment)

  • Web Interface > Output > Resolution > 1080p60

  • Web Interface > Output > Automatic Power Settings > Enabled, set Timeout: 5 seconds, Turn Off Output: Yes, Send command for Off and On: None, press Save

  • Web Interface > Network > Host name set (15 character limit):

  • Web Interface > Network > DHCP: obtain automatically

  • Web Interface > Network > IP address via DHCP (record here):

ClickShare

  • Web Configurator > Supp& Updates > Firmware Update > Manual firmware updates: download latest from Barco.com and upload (record version here):

  • After firmware update, connect buttons to base station USB pto repair and update

  • Web Configurator > Personalisation > Onscreen ID > Meeting Room Name:

  • Web Configurator > Personalisation > Onscreen ID > Location name:

  • Web Configurator > Personalisation > Wallpaper > Show the wallpaper when no one is sharing their screen > disabled

  • Web Configurator > Display and Audio > Resolution

  • Web Configurator > Display and Audio > Show screen saver after (minutes):

  • Web Configurator > WiFi and Network > WiFi Settings > SSID:

  • Web Configurator > WiFi and Network > LAN Settings > Hostname:

  • Web Configurator > WiFi and Network > LAN Settings > Primary Interface > DHCP

  • Web Configurator > WiFi and Network > LAN Settings > IP Address from DHCP (record here):

  • Web Configurator > WiFi and Network > LAN Settings > MAC address is:

  • Web Configurator > WiFi and Network > Services > Remote Button Pairing: enabled, set pw to O************!

  • Web Configurator > Security > Passwords > WebUI Password: set to "O************!"

  • Web Configurator > System > Base Unit Status > Serial Number is:

  • Web Configurator > System > Date & Time > Time Zone:

  • Web Configurator > System > Date & Time > Mode for setting date and time:

  • Web Configurator > System > Date & Time > NTP servers:

  • Web Configurator > System > Energy Savers > Standby after (minutes):

  • Web Configurator > System > Energy Savers > ECO mode

  • Web Configurator > Supp& Updates > Firmware Update > Updates > Automatic Firmware updates: Off

LG LCD

  • Serial Number (record here):

  • Installation Menu > and version (record here):

  • Installation Menu > Network > MAC address (record here):

  • Installation Menu > Network > Network Settings > Wired Connection > IP via DHCP (record here):

  • Installation Menu > Network > Wake On Lan > WOL: Power On

  • Installation Menu > Network > Server Setting > Control Server > Enabled, IP: 172.31.13.38

  • Installation Menu > General > Configuration Setup > Auto Sensing > All inputs: on

  • Installation Menu > General > Configuration Setup > Insert Image: on

  • Installation Menu > General > Configuration Setup > No Signal Image: on

  • Installation Menu > General > Configuration Setup > DPM: 1 min

  • Installation Menu > General > Configuration Setup > PM Mode > Sustain Aspect Ratio: on

  • Installation Menu > General > Configuration Setup > Screen Saver: off

  • Installation Menu > TV Manager > Image Download > select wallpaper for Boot and Apps

  • Settings > All Settings > Picture > Picture Mode Settings > Picture Mode: Standard

  • Settings > All Settings > Picture > Aspect Ratio Settings > Aspect Ratio: 16:9

  • Settings > All Settings > Picture > Aspect Ratio Settings > Just Scan: On

  • Settings > All Settings > Picture > Energy Saving > Off

  • Settings > All Settings > Sound > Sound Out:

  • Settings > All Settings > General > Input Manager: set all to PC

  • xxUT640 only Web Config > Log In > enter default pw 00000000 > change pw to O*************

NEC LCD

  • System > Monitor Information > Serial Number (record here):

  • If using NEC bolton speakers: press down "Internal/External Speaker" switch

  • OSD > System > Firmware: list version here, update if available 20210817: latest for C65+ is R2.101

  • OSD > System > MAC address (record here):

  • OSD > Picture > Picture Mode > what looks best for presentations in this room?

  • OSD > Picture > UHD Upscaling > Low (OSD only on older firmware, also on web on newer firmware)

  • OSD > Picture > Aspect > Full

  • OSD > Picture > Advanced > Over Scan > Off

  • OSD > Audio > Volume > 50% (or 0% if using external audio device ie. Mercury or amp)

  • If using external audio system: OSD > Audio > Audio Input > IN (this disables internal speakers)

  • OSD > Display Protection > Power Save > Enable, Time Setting 10s

  • OSD > Control > LAN > IP Setting > Auto

  • OSD > Control > LAN > IP Address via DHCP (record here):

  • OSD > Control > LAN > DNS > Auto

  • OSD > Control > Auto Dimming > Auto Brightness > off

  • OSD > Control > Auto Dimming > Room Light Sensing > off

  • OSD > Control > Network Functions > disable Compute Module

  • OSD > Control > CEC > CEC > MODE1 (or ON on older firmware)

  • OSD > Control > CEC > Auto turn off > Yes

  • Web Interface > OSD > Input Name: (no spaces)

  • Web Interface > Name > "Monitor Name" and "Host Name (Control)" (15 character limit):

  • Web Interface > Name > "Host Name (Media Player)" (15 character limit):

  • Web Interface > Network (Media Player) > IP Setting > Auto

  • Web Interface > Network (Media Player) > IP Address via DHCP (record here):

  • Web Interface > Network (Media Player) > DNS > Auto

Samsung Frame LCD

Sharp LCD

  • Serial Number (record here):

  • Main HDMI source connected to input 2 (not 1 or 3)

  • Information > Software Update: update to latest software, record firmware version here

  • Information > Software Update > Auto Updates > Off

  • Initial Setup > Easy Setup > Power Saving > No

  • Initial Setup > Easy Setup > Picture Reset > Off

  • Initial Setup > Quick Start Mode > On

  • Initial Setup > Input Settings > Input Skip > skip every input that has nothing connected

  • If using external speakers: connect main HDMI source to input 2 (not 1 or 3) and set: Initial Setup > Input Settings > Audio Select > HDMI+Analog

  • Picture Settings > AV Mode > PC

  • Picture Settings > Auto Light Sensor (OPC) > Off

  • System Options > View Options > View Mode > Dot by Dot (must be viewing a 1080p source)

  • Volume set to about half, for appropriate level when laptop output set to ~80% (or set to 0 if there are other speakers)

  • Network Settings > Wired Setup > IP set: (static not DHCP)

  • Network Settings > Wired Setup > Default Gateway set:

  • Network Settings > Wired Setup > Subnet Mask set:

  • Network Settings > Wired Setup > DNS set:

  • Network Settings > Wired Setup > Device Name set:

Room Booking Panel

  • Firmware updated to latest (record version here):

  • Web UI > Status > Device > Serial Number (record here):

  • Web UI > Status > Network > MAC address (record here):

  • Web UI (or OSD) > Status > Network > IP via DHCP (record here):

  • Web UI > Settings > System Setup > Hostname:

  • Web UI > Settings > System Setup > LCD > Auto Brightness: off

  • Web UI > Settings > System Setup > Hard Key Backlight: disabled (NA for TSS770)

  • Web UI > Settings > Configure Date/Time > Time Server: set to 172.31.3.3

  • Web UI > Settings > Configure Date/Time > Time Zone:

  • Web UI > Settings > Authentication: enabled, username: admin, password: O************!

  • Web UI > Settings > Auto Update: disabled

  • Web UI > Settings > Schedule > Schedule Source: Exchange/O365

  • Web UI > Settings > Schedule > Enable Modern Authorization > Enabled

  • Web UI > Settings > Schedule > O365 Tenant ID: ce6ec0001cfa49c2a24f7db63c8a9a52

  • Web UI > Settings > Schedule > Application ID: eb6b3a074e524345af9c7b3096a9c470

  • Web UI > Settings > Reservation > Reserve Now Even End Time: Enabled

  • Web UI > UI Settings > Screen Layout > Vertical

  • Web UI > UI Settings > Project Theme > Dark

  • Web UI > UI Settings > Logo Image > http://skypeimages.teck.com/Teck_logo.png

  • Web UI > Display > Active Screen When Reserved > Enabled, Type: Image, URL: http://skypeimages.teck.com/Red.jpg

  • Web UI > Display > Idle Screen When Reserved > Enabled, Type: Image, URL: http://skypeimages.teck.com/Red.jpg

  • Web UI > Display > Active Screen When Available > Enabled, Type: Image, URL: http://skypeimages.teck.com/Green.jpg

  • Web UI > Display > Idle Screen When Available > Enabled, Type: Image, URL: http://skypeimages.teck.com/Green.jpg

  • Web UI > Display > Active Screen When Available and Occupied > Enabled, Type: Image, URL: http://skypeimages.teck.com/Red.jpg

  • Web UI > Display > Idle Screen When Available and Occupied > Enabled, Type: Image, URL: http://skypeimages.teck.com/Red.jpg

  • Web UI > Status > Schedule > Exchange/O365 > successfully registered using room credentials

  • USB hallway sign installed and functional

  • For Occ Sensor: Web UI > Settings > Device Pairing > Device Model:

  • For Occ Sensor: Web UI > Settings > Device Pairing > Device IP Address/FQDN:

  • For Occ Sensor: Web UI > Settings > Device Pairing > Device Username/PW:

  • For Occ Sensor: Web UI > Settings > Device Pairing > Pairing Status:

Occupancy Sensor (PoE)

  • Firmware updated to latest (record version here):

  • Web UI > Status > Device > Serial Number (record here):

  • Web UI > Status > Network > MAC address (record here):

  • Web UI > Status > Network > IP address via DHCP (record here):

  • Web UI > Settings > System Setup > Time/Date > Time Server: set to 172.31.3.3

  • Web UI > Settings > System Setup > Time/Date > Time Zone:

  • Web UI > Settings > System Setup > Network > Hostname:

  • Web UI > Security > Enable Authentication: on

  • Calibrated for no false positives/negatives, masked/adjusted as needed

Room PC

  • Host Name (record here):

  • Monitor output timeout set appropriately (Start > search "Choose when to turn off the screen…")

  • BIOS Setup (F12 during boot, password: 123456) > Power Management > AC Recovery: Power On, Auto On Time: 11pm every day

1 Beyond AutoFramer

  • Serial Number

  • IP Address (typically DHCP, on data vlan)

  • DHCP reservation created

  • Camera Name (this is not a hostname)

  • MAC address is:

Crestron Control System

  • Control Processor IP

  • Control Processor Host Name

  • Touch Panel IP

  • Touch Panel Host Name

  • web based xpanel operational

Brightsign

  • Host Name

  • IP Address (typically DHCP, on data vlan)

  • MAC address

  • Serial Number

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.