RealPresence Media Manager

Transcription

1 ADMINISTRATOR GUIDE Software 6.7 January D RealPresence Media Manager Polycom, Inc. 1

2 Copyright 2015, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc America Center Drive San Jose, CA USA Polycom, the Polycom logo and the names and marks associated with Polycom products are trademarks and/or service marks of Polycom, Inc. and are registered and/or common law marks in the United States and various other countries. All other trademarks are property of their respective owners. No portion hereof may be reproduced or transmitted in any form or by any means, for any purpose other than the recipient's personal use, without the express written permission of Polycom. End User License Agreement By installing, copying, or otherwise using this product, you acknowledge that you have read, understand and agree to be bound by the terms and conditions of the End User License Agreement for this product. Patent Information The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc. Open Source Software Used in this Product This product may contain open source software. You may receive the open source software from Polycom up to three (3) years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you. To receive software information, as well as the open source software code used in this product, contact Polycom by at OpenSourceVideo@polycom.com. Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in this document, Polycom makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for any typographical or other errors or omissions in the content of this document. Limitation of Liability Polycom and/or its respective suppliers make no representations about the suitability of the information contained in this document for any purpose. Information is provided as is without warranty of any kind and is subject to change without notice. The entire risk arising out of its use remains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for any direct, consequential, incidental, special, punitive or other damages whatsoever (including without limitation, damages for loss of business profits, business interruption, or loss of business information), even if Polycom has been advised of the possibility of such damages. Customer Feedback We are striving to improve our documentation quality and we appreciate your feedback. your opinions and comments to DocumentationFeedback@polycom.com. Visit the Polycom Support Center for End User License Agreements, software downloads, product documents, product licenses, troubleshooting tips, service requests, and more. Polycom, Inc. 2

3 Contents Conventions Used in Polycom Guides... 8 Information Elements... 8 Typographic Conventions... 9 Before You Begin Audience, Purpose, and Required Skills Get Help Polycom and Partner Resources The Polycom Community Admin Tool Install the Media Manager Admin Tool Install and Launch the Admin Tool Admin Tool User Interface Resource Panel Work Area Quick Links Panel Pending Tasks Panel Resource Tabs Page Tabs Status Bar Menu Bar Admin Tool Buttons and Icons Set Admin Tool Preferences Manage Users and Groups Add a User Set Permissions Manage Users Delete a User or Group Import and Export a User or Group Send s to Users or Groups Allow Users to View Categories Portal Management Manage Portal Licenses Additional Portals Event Portals Configure Portal Details Brand the RealPresence Media Manager Portals Apply a Brand to the Portal Polycom, Inc. 3

4 Configure Portal Permissions Configure Portal Login Options Configure Social Sharing and Publishing YouTube Uploads Configure the Out-of-Band Live Sync Method Configure Out-of-Band Live Sync Options Portal Dashboard Server Dashboard Server Status Server Database Server Logs Server Distribution Server Administration Manage Content Configure User-Generated Content Enable the UGC License Enable User-Generated Content Enable UGC in the Portal Enable UGC in a Category Test Portal Content Approve Content to Make It Viewable on the Portal Create a Mashup from User Generated Content Organize Content in the Admin Tool Create Categories and Set Category Permissions Assign Categories to New Content Automatically Reorder Content Manage Content Using the Library Navigate the Library Content Panel Search Library Content Add New Library Content Archive, Delete, and Expire Library Content Work with Content Properties Work with Metadata in the Transcript Tab Schedule Events Manage Events Schedule Upcoming Events Events that Display on the Event Portal Schedule an Notification for an Event Schedule a Manual Upcoming Event Schedule a Recurring Event Schedule a Webinar Event Schedule a New Scan Schedule a RealPresence Capture Station Event Schedule a Recurring RealPresence Capture Station Event Polycom, Inc. 4

5 Enable Caching Schedule a Recording from a Polycom RSS 4000 or RealPresence Capture Server Appliance Schedule a Recurring Polycom RSS 4000 or RealPresence Capture Server Call Tests, Surveys, and Q&A Create a Test Add Sections to Your Test Enter Test Questions Set Test Permissions Create a Survey Set Survey Permissions Work with Moderated Q&A Set Up Expression Encoder 4 Pro Enable the Desktop Experience Feature in Windows Server 2008 R2 or Windows Server Install Expression Encoder Pro Configure and Administer Profiles Configure Server Profiles Create a New Server Profile About Content Server Settings About Streaming Server Settings Create a Streaming Server Profile Configure the Streaming Server Profile for Windows Media Services (WMS) Configure the Streaming Server Profile for IIS Media Services Setup IIS Streaming with SSL Server Configure Location Profiles Configure Distribution Profiles Configure CDNs in the Distribution Tab Configure Content Source Profiles Configure a Scan Server Content Source Profile Configure a Capture Station Content Source Profile Create and Configure Content Creation Profiles Configure Portal Authentication Set Up Anonymous User Access Configure LDAP in RealPresence Media Manager Software Enable LDAP Add an LDAP Connection Enable Integrated Windows Authentication Configure Single Sign-On in RealPresence Media Manager Software Configure the RAMP MediaCloud Speech to Transcript Module Check the Metadata Integration License Add a Server Profile for the Metadata Provider Add a Rule to a Content Creation Profile Polycom, Inc. 5

6 Viewing the Status of Content Being Processed by a Metadata Provider Generating a Metadata Summary Report for RAMP Install in RealPresence Media Manager Software Install and Configure the Service Test Your Installation Generate Reports Run Reports Generate Reports Using the Media Manager Admin Tool Report Features Report Types Content Reports Users and Groups Reports Generate Media Analytics Framework Reports Media Services Agent Install the MSA New Installation Upgrade Installation New Installation with XML Start the MSA Test Your MSA Installation Configure the MSA for Distribution Check the MSA License Configure the MSA in the RealPresence Media Manager Admin Tool Configure Server Profiles for the MSA Configure a Location Profile for the MSA Configure a Distribution Profile for the MSA Check Your Configuration in the Content Creation Profile Test Your MSA Configuration Set up H.264 MSA Distribution Configure Transcoding Options Configure Third-Party or Watch Folder Transcoding Configure Mobility Transcoding Set up Microsoft Windows Media Services and IIS Enable Roles in Windows Media Services Configure the Windows Media Server s HTTP Streaming Port Create Publishing Points in Windows Media Services Set Authorization Rights for Publishing Points Configure Settings Using the Portal web.config Files Work with Configuration Files Configure Other Settings in the Config File Polycom, Inc. 6

7 Migrated web.config File Settings Integrate RealPresence Media Manager with Microsoft Lync 2010 and Lync Configure RealPresence Media Manager Software for Microsoft Lync Update the AdminServices web.config File for Creating Lync 2010 Presentations Enable the RealPresence Media Utility License Configure Authentication for the Portal Enable Content Uploading for Lync Configure the RealPresence Media Utility for Lync Create a Lync Presentation Using the RealPresence Media Utility Upload a File Using the RealPresence Media Utility Configure the Lync Server Service Integrate RealPresence Media Manager with IBM Sametime Configure RealPresence Media Manager Software for IBM Sametime Enable the RealPresence Media Utility License Configure Authentication for the Portal Enable Content Uploading for Sametime Configure the RealPresence Media Utility for Sametime Create a Presentation from a Sametime Meeting Using the RealPresence Media Utility Upload a Presentation Integrate RealPresence Media Manager with Blue Coat Director Create a Blue Coat Director Server Profile Add a Blue Coat CDN Troubleshooting Polycom, Inc. 7

8 Conventions Used in Polycom Guides Polycom guides contain graphical elements and a few typographic conventions. Familiarizing yourself with these elements and conventions will help you successfully perform tasks. Information Elements Polycom guides may include any of the following icons to alert you to important information. Icons Used in Polycom Guides Name Icon Description Note The Note icon highlights information of interest or important information needed to be successful in accomplishing a procedure or to understand a concept. Administrator Tip The Administrator Tip icon highlights techniques, shortcuts, or productivity related tips. Caution Warning Web Info The Caution icon highlights information you need to know to avoid a hazard that could potentially impact device performance, application functionality, or successful feature configuration. The Warning icon highlights an action you must perform (or avoid) to prevent issues that may cause you to lose information or your configuration setup, and/or affect phone or network performance. The Web Info icon highlights supplementary information available online such as documents or downloads on support.polycom.com or other locations. Timesaver The Timesaver icon highlights a faster or alternative method for accomplishing a method or operation. Power Tip The Power Tip icon highlights faster, alternative procedures for advanced administrators already familiar with the techniques being discussed. Troubleshooting The Troubleshooting icon highlights information that may help you solve a relevant problem or to refer you to other relevant troubleshooting resources. Settings The Settings icon highlights settings you may need to choose for a specific behavior, to enable a specific feature, or to access customization options. Polycom, Inc. 8

9 Typographic Conventions A few typographic conventions, listed next, are used in Polycom guides to distinguish types of in-text information. Typographic Conventions Convention Bold Italics Blue Text Blue Text in italics Courier Description Highlights interface items such as menus, menu selections, window and dialog names, soft keys, file names, and directory names when they are involved in a procedure or user action. Also used to highlight text to be entered or typed. Used to emphasize text, to show example values or inputs (in this form: <example>), and to show titles of reference documents available from the Polycom Support Web site and other reference sites. Used for cross references to other sections within this document and for hyperlinks to sites and documents external to Polycom such as third-party web sites, documentation, and support. Used for hyperlinks to external Polycom resources such as Polycom Support and product web pages. Used for code fragments and parameter names. Polycom, Inc. 9

10 Before You Begin This Polycom RealPresence Media Manager Administrator Guide provides instructions for administering RealPresence Media Manager software using the RealPresence Media Manager Admin Tool or the portal dashboard. This guide shows basic administration tasks and configurations. For more complex installations in existing, scaled environments and complex integrations with third-party software products, consult your Polycom representative. For programmatic access to RealPresence Media Manager software using the new RealPresence API, see the Polycom RealPresence Media Manager API Guide. Audience, Purpose, and Required Skills System administrators should read this guide to learn how to complete day-to-day admin tasks and configure RealPresence Media Manager software. This guide describes administration-level tasks and is not intended for end users. Before reading this guide, you should be proficient with the following: Microsoft Windows Server 2012 and 2008 R2 Microsoft SQL Server 2012 and 2008 R2 Microsoft Internet Information Services (IIS) Microsoft Windows Media Services (WMS) Get Help For more information about installing, configuring, and administering Polycom products, refer to Documents and Downloads at Polycom Support. Polycom and Partner Resources <!--Include a list of useful Polycom and partner documents and web links. Include related Polycom, partner, or third-party documents and web sites, as well as the resources you listed in Before You Begin.--> To find all Polycom partner solutions, see Strategic Global Partner Solutions. The Polycom Community The Polycom Community gives you access to the latest developer and support information. Participate in discussion forums to share ideas and solve problems with your colleagues. To register with the Polycom Community, simply create a Polycom online account. When logged in, you can access Polycom support personnel and participate in developer and support forums to find the latest information on hardware, software, and partner solutions topics. Polycom, Inc. 10

11 Admin Tool Install the Media Manager Admin Tool After installing the RealPresence Media Manager software s program files on the application server and setting up global authentication, you need to launch the RealPresence Media Manager software s Admin Tool. Using the Admin Tool, you can configure user permissions and portal settings, and manage content without the need to use Windows server management tools. Install and Launch the Admin Tool To configure and administer RealPresence Media Manager software, you need to install the Admin Tool. If you are logging in to the Admin Tool for the first time, you will be prompted to enter a license activation key. To install, launch, and log in to the Admin Tool: 1 In your browser s address bar, enter the URL for your RealPresence Media Manager software portal and add /admin/ to load the Admin Tool Launch page. For example, you might enter in the browser s address bar. 2 On the Launch page, click the Launch Application button to launch the Windows Installer and install the RealPresence Media Manager Admin Tool. Once it has finished installing, you can launch the Admin Tool from the Launch page. 3 To launch the Admin Tool from the Launch page, shown next, click the Launch Application button to open the Media Manager Login dialog. Polycom, Inc. 11

12 4 In the Portal URL field, enter the URL of your Media Manager portal. Then click Refresh. 5 Enter your valid administrator address and password. 6 Click Log In to launch the Media Manager Admin Tool application. Admin Tool User Interface The RealPresence Media Manager software Admin Tool is the administrative console that you use to manage your system. This section shows you the Admin Tool user interface and how to navigate through your configuration settings using the tool. The Admin Tool user interface is divided into four main areas. Select the type of resource you want to work with in the Resource panel on the left, and work with that resource in the Work Area in the middle. On the right side are the Quick Links and Pending Tasks panels. You can adjust the width of the panels by dragging their edges. The UI also includes a number of menus and tabs to help you navigate the interface. Polycom, Inc. 12

13 The RealPresence Media Manager Admin Tool user interface 1 Resource panel Manage content and resources by clicking the Resource tabs. 2 Work Area Create and modify your assets in the Work Area. 3 Quick Links panel Access common tasks in the Quick Links panel. 4 Pending Tasks panel View reminders for tasks that need to be completed, such as grading a test. 5 Resource tabs Access different resources using the following Resource tabs: Scheduling Portal Administration Library Content Users & Groups Network Resources 6 Status bar View all system activity. Click next to the status message to view the session history. 7 Menu bar Access the File, Edit, View, Task, and Help menus.. Polycom, Inc. 13

14 8 Page tabs Access open resources in the Work Area by clicking the Page tabs. Click to close a tab. Resource Panel Use the resource panel to manage content and resources. The resource panel includes the following resources: Scheduling panel Schedule events and set notifications and network tasks. Portal Administration panel Set up and manage Portals and Categories. Library Content panel Create and modify all your RealPresence Media Manager content. Users & Groups panel Administer user and group permissions. Network Resources panel Create and manage network profiles. Work Area Use the Work Area to create, configure, and modify settings for your content, resources, and users. Tabs that you open in the Work Area will stay open until you close them manually, so that you can jump back and forth between configuration pages. Most of the pages require you to save your settings to enable them by clicking the Save button. Some pages offer an option to create a duplicate of the page by clicking the Copy button. Quick Links Panel The Quick Links panel provides shortcuts to common tasks within the RealPresence Media Manager software Admin Tool. As you move the mouse pointer over the Quick Links buttons, option menus collapse and expand. Click an option in the list to open the corresponding page in the Work Area. Pending Tasks Panel The Pending Tasks panel shows you tasks that are incomplete and that require your attention before your configuration is fully operational. Click a pending task to open the task s page in the Work Area. Resource Tabs Click the resource tab icons at the bottom of the resource panel to open each of the five available resources. Click this icon to open the Scheduling panel, where you can schedule events, and set notifications and network tasks. Click this icon to open the Portal Administration panel, where you can set up and manage Portals and Categories. Polycom, Inc. 14

15 Click this icon to open the Library Content panel, where you can create and modify all your RealPresence Media Manager content. Click this icon to open the Users & Groups panel, where you can administer user and group permissions. Click this icon to open the Network Resources panel, where you can create and manage network profiles. Page Tabs Access pages in the Work Area by using tabs. A page stays open until you click the close button in the corner of the tab, providing a convenient way to navigate between different resource pages. Status Bar View system activity messages in the status bar across the bottom of the user interface. Click the button on the left side of the bar to view the session history. Menu Bar The menu bar at the top of the RealPresence Media Manager software s screen contains traditional navigation options. The menus are File, Edit, View, Task, and Help. The Task menu repeats the options available in the Quick Links panel. Admin Tool Buttons and Icons The RealPresence Media Manager software s user interface includes icons to help you interact with your resources. Expand/collapse button Click this button to expand and collapse resource options. You will see this button in the resource panel and the Work Area. Resource Control button Click this button next to a field to open the resource panel for that field. Alert The alert icon reminds you to complete an action or task. You will see this in the Pending Tasks panel. Polycom, Inc. 15

16 Set Admin Tool Preferences When you launch the RealPresence Media Manager Admin Tool for the first time, you need to set your preferences. See Set Real Presence Media Manager Admin Tool Preferences for the First Time to learn how to configure these settings. When you launch the Media Manager Admin Tool for the first time, the Edit Preferences tab opens in the Work Area. You can begin setting preferences here. To edit your preferences: 1 In the Edit Preferences tab, enter your Address. 2 If you want to change your password, select the Change Password check box and enter your old password and a new password in the corresponding fields. 3 Select a Time Zone, Locale, and Language from the drop-down lists, and then click Save. Polycom, Inc. 16

17 Manage Users and Groups The RealPresence Media Manager software system is populated by user accounts. Each user s account includes details that describe the basic attributes associated with that user, such as the user s name, address, address, and information about the user s access to different features in RealPresence Media Manager software. User attributes not related to access can be accessed and edited from the Users & Groups resource panel in the RealPresence Media Manager Admin Tool. You can control permissions for portals and categories in the Portal Administration panel. Each user may belong to one or more groups. You can ease administration tasks using group memberships, which enable you to apply the same permissions to many users at once, rather than individually. Add a User Managing users is an ongoing administrative task. You will add users frequently while administering RealPresence Media Manager software. To add a user: 1 Click the Users & Groups resource tab to open the Users & Groups resource panel. 2 Click the New button and select User from the list. 3 In the Details tab, shown next, select the Allow Login to Administration Tool and Allow Library Access check boxes if they apply, and enter the appropriate data in the fields. Adding a user 4 In the Aliases tab, click the New Alias button to add the user s alias. You need to add an alias for each user. You can add a user s alias for each portal and still manage the user as a single user. 5 Click the Member Of tab to assign the user to a group. Polycom, Inc. 17

18 6 In the Users & Groups resource panel, select the group to which you want to add the user. Then, in the Work Area, click Add, as shown next. To remove a user from a group, select the group from the list in the Work Area and click Remove. Assigning a user to a group Timesaver: Using the Resource Control Button Click Resource Control to open the Users & Groups resource panel from the Work Area if a different resource panel is open. Set Permissions When you add users to the RealPresence Media Manager software, they are automatically placed in the Everyone permissions group. You can grant user or group permissions for a portal or a category. See Configure Portal Permissions or Allow Users to View Categories to learn how to set permissions. Manage Users RealPresence Media Manager can use its own local database for managing users (forms-based authentication) or external databases using Active Directory/Lightweight Directory Access Protocol (AD/LDAP) user authentication systems and web-based single sign-on (SSO) systems. See Manage Users and Groups to learn how to add, delete, and edit users and groups. Polycom, Inc. 18

19 Delete a User or Group To delete a user or group: 1 In the Users & Groups resource panel, select the user or group you want to delete. 2 Click Delete, as shown next. Import and Export a User or Group Export a template that you can complete and use to import users. You can also export users and groups from RealPresence Media Manager software as CSV files. To import a user or group: 1 In the Users & Groups panel, click the Import/Export button and select Upload. 2 In the Upload CSV tab, shown next, select a Portal, Authentication Profile, and authentication Type from the drop-down lists. Polycom, Inc. 19

20 Importing a user in the Upload CSV tab 3 In the Select a CSV File section, click Browse to browse to the user CSV file you want to upload. 4 Assign the user to a group by selecting a group in the Users & Groups panel and clicking Add in the Group Association section. You can also create a new group and assign the imported users to it by selecting the Create a New Group check box. 5 Click Upload. To export your CSV template to use later for importing users: 1 In the Users & Groups panel, select the user or group you want to export. 2 Click the Import/Export button and select Download. 3 In the Download CSV tab, select a Portal, Authentication Profile, and authentication Type from the drop-down lists. 4 Click Download and select a destination. Downloading a CSV template from the Download CSV tab Polycom, Inc. 20

21 Send s to Users or Groups If your system admin has set up the outgoing service in RealPresence Media Manager software, you can send an to your users and groups directly from the system. To send an notification using the outgoing service: 1 In the Scheduling panel, click New to open the Event tab in the Work Area, shown next. 2 Select Notification from the Event Type drop-down list. Setting up an test 3 Enter text in the Subject and Body fields. 4 To select a recipient address, in the Send to additional users section, click Resource Control. 5 Select users or groups from the list in the Users & Groups panel, and click Add, as shown next. 6 Send the test message to a known address so you can see the results immediately. Polycom, Inc. 21

22 Add users and groups to receive test . 7 To associate the notification with an upcoming event, click Resource Control next to the Upcoming Event field. Expand the portal node, select an Upcoming Event from the list, and then click Add. Allow Users to View Categories A common way to organize content is by category. A category is a container for content with a descriptive name. When you add users to the RealPresence Media Manager software, they are automatically placed in the Everyone group, but you can grant a user or group permissions for a category. To grant a user or group permission to view a category: 1 In the Admin Tool, in the Portal Administration panel, expand the portal and select the category you want to grant permissions for. 2 Right-click the category and choose Properties. 3 Click the Permissions tab. Polycom, Inc. 22

23 4 In the Users/Groups section, shown next, select the Inherit Permissions check box to set the category permissions to inherit portal permissions or inherit permissions from the next node up on the tree. 5 Click Resource Control to open the Users & Groups panel. 6 In the Users & Groups panel, select a user or group and click Add. The user or group will be added to the list of users and groups that can view the selected category. 7 Edit a user or group s abilities in the User/Group s Permissions section by selecting or clearing the Allow, Deny, and Grant check boxes. 8 Click Save. Polycom, Inc. 23

24 Portal Management The RealPresence Media Manager portals are your gateway to using the system from both an administrator and user level. As an admin, you set up, configure, and administrate the portals through the RealPresence Media Manager Admin Tool or through the Portal Dashboard. As a user, you use the portal to stream or view content. For information on using the portal on a user level, see the Polycom RealPresence Media Manager User Guide. Manage Portal Licenses Manage your portal licenses for optional features and partner solution integrations at the root level. To manage licenses online: 1 In the Portal Administration panel, right-click Media Manager Root and choose Properties. 2 In the Manage License tab, shown next, view licenses in the License Details section. 3 In the Default Portal section, select or clear the check boxes for licenses you want to activate. 4 To activate a new license, enter a product key in the Activation section (not shown). 5 Click Save. Polycom, Inc. 24

25 If you do not have Internet access for licensing RealPresence Media Manager, you must provide a machine code file to Polycom. Polycom will then provide you a license file. To obtain and activate your licenses offline using the import file: 1 Login to RealPresence Media Manager and select Portal Administration. 2 Right click on Media Manager Root and select Properties. 3 Click the Manage License tab and scroll down to the bottom of the page. 4 Click Export Machine Code and save the file. 5 Call Polycom Support to inform them and send the file to Polycom Support using the information they will provide to you. Polycom will send back a license file with your options enabled. 6 After you receive the license file from Polycom, on the same window you used to export the machine code, click Import License File and import the license file Polycom sent. Additional Portals The basic edition of RealPresence Media Manager includes one portal, but if you have purchased additional portals, you can add a portal to your RealPresence Media Manager software deployment at any time. For example, if you have configured one portal for your organization s customers, but need another portal for employee training, you can add one. To add a portal: 1 In the Portal Administration panel, right-click the Media Manager Root and choose New Portal. 2 In the Details tab, enter the name for your new portal and configure User Preferences, Settings, Ratings Settings, User Upload Settings, and Event Settings. 3 Work through the Authentication Profiles, Layout Profile, Style Profile, Permissions, Login Options, and Configuration tabs, configuring the settings you need. Event Portals Event Portals are special portal license types for infrequent, large audience events. An Event Portal is similar to a regular RealPresence Media Manager portal with its ability to brand and authenticate Polycom, Inc. 25

26 independently from other portals. Contact your Polycom representative if you are interested in purchasing the Event Portal license for your RealPresence Media Manager deployment. To verify that you have the Event Portal license enabled: 1 In the Portal Administration panel, right-click the Media Manager Root and choose Properties. 2 In the Manage License tab, look in the License Details section at the Event Portal line. If you have the license enabled in your deployment, it should read Never Expires. After you have verified that you have the Event Portal license deployed on your root system, you must enable the Event Portal to be used on the portal level. To enable content to display on the Event Portal from the Portal Properties: 1 In the Portal Administration panel, right-click the portal name and choose Properties. 2 In the Configuration tab, scroll to the bottom of the tab and enable the Enable Event Portal check box. 3 Click Save. Polycom, Inc. 26

27 Caution: Event Portal overrides standard portal When you enable the Event Portal through the RealPresence Media Manager Admin Tool, the Event Portal mode overrides the normal portal mode and only the Event Portal will display for your deployment. To return your portal to normal operating mode, clear the Enable Event Portal check box. After you have enabled the Event Portal from the portal administration level, you must enable the Event Portal when you schedule events for the event to display on the portal landing page. For information on scheduling events, see Events that Display on the Event Portal. Configure Portal Details You can configure basic settings for your RealPresence Media Manager software portal in the Details tab. Polycom, Inc. 27

28 To configure basic portal settings: 1 In the Portal Administration panel, right-click the portal name and choose Properties. 2 In the Details tab, configure the following settings: User Preferences, including default locale, language, and time zone Settings Ratings Settings User Upload Settings Portal Title Settings Event Settings 3 Before closing the tab, click Save to save any changes you made. Brand the RealPresence Media Manager Portals Your RealPresence Media Manager portal is a reflection of your organization. You can apply your organization s brand to your portal in the form of colors and logos by customizing a Style Profile and a Layout Profile. See Apply a Brand to the Portal to learn how to customize your portal using Style Profiles and Layout Profiles. Apply a Brand to the Portal Your RealPresence Media Manager software portal is a reflection of your organization. You can apply your organization s brand to the portal in the form of colors and logos by customizing a Style Profile, and customize the layout of portlets by configuring a Layout Profile. Configure the Style Profile Customize the Style Profile to display your organization s logos and colors on your RealPresence Media Manager portals. You can customize the portal, a category, and individual content types on the Style Profile tab. To customize the Style Profile: 1 In the Portal Administration panel, right-click your portal and select Properties. Polycom, Inc. 28

29 2 Click the Style Profile tab, shown next. Customizing a node in the Style Profile tab 3 Click next to the node you want to customize. 4 Clear the Inherit check boxes to prevent the node from inheriting its style properties from its parent. For example, in the Portal section, as shown, clear the Inherit check boxes to prevent the Portal node from inheriting each style property from the Media Manager Root node above it in the tree. 5 Enter URLs to link to a header graphic in the Header Logo Background Image URL field, a banner graphic in the Header Banner Image URL field, or a background image in the Background Image URL field. Adding a header logo and banner image 6 In the Header Banner Background Color section, choose colors for the header banner and other backgrounds and fonts by clicking to open the Select a Color dialog. You can also select the Transparent check box to display a transparent background. Click OK to close the dialog. Polycom, Inc. 29

30 Choose a color. 7 In the Header Links Font section of the Style Profile tab, choose fonts for header links, breadcrumb text, and other text by clicking to open the Font Chooser dialog, shown next. Change properties in each node, or select the Inherit check boxes. Click OK to close the dialog. Choose a font for the header. 8 Click Save to save your Style Profile when you are finished customizing. Admin Tip: Creating a Folder for Custom Images To make future Style Profile changes easier and to reduce the chance of losing background or banner images, create a new folder to store your custom images and logos in \inetpub\wwwroot\realpresence Media Manager\Portal\.. Configure the Layout Profile The Layout Profile determines the layout of portlets on your RealPresence Media Manager software portal. You can customize the number of rows that will appear on the portal, in which order they appear, Polycom, Inc. 30

31 and what each row will display. You can also customize the number of columns in each row and what is displayed in each column. When you open the Layout Profile tab, the Work Area is arranged in rows and columns that correspond to the rows and columns that will appear in the portal. Once you have created and saved your Layout Profile, you can export it. If you have previously created a Layout Profile on another RealPresence Media Manager software system, you can import it. The following procedures show you how. To arrange the layout of the rows and columns in your Layout Profile: 1 In the Portal Administration panel, right-click your portal and select Properties. 2 Click the Layout Profile tab to see the screen shown next. 3 Click to move a row up, move a row down, or delete a row, respectively. 4 Click the Add New Row button at the bottom of the Work Area to add a row. 5 Click the buttons to remove or add columns to a row, respectively. Arranging the layout of the Layout Profile Polycom, Inc. 31

32 To customize the type and properties of portlets displayed in each row or column: 1 In a row or column, select a portlet. In the figure shown next, for example, in Row 1, Column 1, Content Display is selected. 2 In the Selected Portlet Properties section of the properties panel on the right, enter a title in the Title field, select any check boxes that apply and select layout options such as View, Thumbnail Width, and Thumbnail Aspect Ratio from the lists. 3 Select the Auto refresh every seconds check box and enter a refresh rate value in seconds. For example, if you would like the system to update the Featured Content portlet every 30 seconds, select the Auto refresh checkbox and enter a refresh rate value of 30, as shown Polycom, Inc. 32

33 4 When customizing Content Display properties, you can also edit the HTML code directly by clicking the Default HTML button in the properties panel and editing your custom HTML code in the resulting dialog. Be sure to use validated HTML as mistakes here can cause the page to appear broken. 5 In the All Portlet Properties section, set the position of the portlet Title, Speaker, and Ratings by selecting Top, Bottom, or None. 6 For Duration, select On to display the duration of each portlet s video content in the lower-right corner, or select Off if you do not want to display the duration. 7 As you make selections, you can preview the changes in the graphic in the All Portlet Properties section, shown next. Settings made in the All Portlet Properties section affect all portlets in the selected portal globally. 8 Click Save. 9 You can export the Layout Profile by clicking Export. Caution: Auto Refresh And Server Performance Enabling auto refresh for portlets in the RealPresence Media Manager Admin Tool, or increasing the auto refresh rate, can significantly increase server load and negatively affect server performance. Configure Portal Permissions When you add users to the RealPresence Media Manager software, they are automatically placed in the Everyone group. You can grant permissions to view or edit a portal for an individual user or for an entire group. To grant and edit user or group permissions to access a portal: 1 In the Admin Tool, in the Portal Administration panel, select the portal to which you want to grant permissions. 2 Right-click the portal and choose Properties. Polycom, Inc. 33

34 3 Click the Permissions tab. 4 In the Users/Groups section, shown next, select the Inherit Permissions check box to inherit portal permissions from the root node on the tree. 5 Click to open the Users & Groups panel. 6 In the Users & Groups panel, select a user or group, and click the Add button in the Work Area. The user or group will be added to the list of users and groups that can view the selected portal. 7 To edit a user or group s permissions, in the User/Group s Permissions section, shown next, select or clear the Allow, Deny, and Grant check boxes. 8 Click Save. Configure Portal Login Options In the Portal Administration panel, you can also set up some portal login options such as login help text and a disclaimer message. To configure login options: 1 In the Portal Administration panel, right-click a portal and choose Properties. 2 In the Login Options tab, shown next, select the Enable Login Help check box. 3 Enter a help message in the Login Help Text field, and choose the Text or HTML option. Polycom, Inc. 34

35 4 To add a disclaimer, select the Enable Disclaimer Messaging check box. 5 Select a Display Type from the three options: None No disclaimer text will appear. On-screen Popup Text will appear in a pop-up window. 6 Enter an External URL and a Message in the appropriate fields. You can also select the Require Scroll to Bottom check box to require users to read the entire disclaimer before logging in. 7 Click Save. Configure Social Sharing and Publishing RealPresence Media Manager supports sharing and publishing content on the portal to social media sites if you have enabled that functionality in the RealPresence Media Manager Admin Tool. To enable social networks: 1 In the Portal Administration panel, right-click your portal and choose Properties. 2 Open the Configuration tab. In the Sharing section, select the Available Social Networks to which you want to enable your users to upload content. You can choose from the following options, or check the box for Select All to choose all available options. The option is enabled by default. Available Social Networks for RealPresence Media Manager Content Social Network Name Social Network Name Social Network Name Delicious Digg GooglePlus LinkedIn Gmail Polycom, Inc. 35

36 Social Network Name Social Network Name Social Network Name Orkut Pinterest Menu StumbleUpon Tumblr Reddit Yahoo YouTube Twitter 3 You can also choose a maximum number of social network favorites to display at all times on the portal UI by choosing the number in the dropdown menu and then choosing each favorite from one of the social networks you have selected to be available. You can choose up to six favorites to display. 4 Click Save. On the portal, the available options are now enabled for sharing and publishing to the selected social media sites for each content upload, as shown next. Polycom, Inc. 36

37 YouTube Uploads To enable your users to upload videos to YouTube, RealPresence Media Manager uses YouTube APIs. To use these APIs, you must create a Google Project and associate API credentials with that project. For information on setting up the Google Project and API Credentials, refer to the Google Developers Console. Once you ve set up your Google Project and API Credentials, input these credentials into the RealPresence Media Manager Admin Tool for RealPresence Media Manager to access the YouTube APIs. Polycom, Inc. 37

38 To input Google API credentials into the RealPresence Media Manager Admin Tool: 1 Right-click the Root node and select Properties. 2 Open the Social Sharing tab. In the YouTube section, enter the ClientId and Client Secret you created in your Google Project, as shown next. 3 Click Save. Configure the Out-of-Band Live Sync Method You must configure the correct out-of-band live sync setting for your portal to enable the RealPresence Media Manager software to synchronize presentation slides and video across domains when portal users publish live presentations. Three out-of-band live sync methods are available: Proxy Server, JsonP, and CORS. Proxy Server Proxy Server is the default option. This method uses the RealPresence Media Manager server as a proxy server to collect the slide sync information from a live presentation, whether the presentation is from the same domain or a different domain. Polycom, Inc. 38

39 With this option, a request from the RealPresence Media Manager portal on the client side is sent to RealPresence Media Manager software for slide sync information at an interval that you set. On receiving the request, the RealPresence Media Manager software sends a request for the resource that contains the live slide sync to the web server that hosts the live presentation. If you used a web debugging tool such as Fiddler, you would see the tracking number in the URL. For example, you might see where 4343 is the tracking number. Using the Proxy Server method offers several advantages: As the default, Proxy Server works without further configuration or setup. Proxy Server works in a web farm setup. Proxy Server supports handling and logging errors. However, the Proxy Server has a disadvantage: JsonP Using the RealPresence Media Manager server as proxy server increases the network traffic and load on the server. JsonP executes a callback upon receiving the slide sync information. To use this method, you need to know which scripting languages are supported by the presentation-hosted web browser and use the corresponding Cross-Origin Resource Sharing (CORS) file. For example, if the server supports only ASP.NET, use cors.aspx. If the web server supports ASP, use cors.asp. For servers that support PHP, use cors.php. Using the JsonP method offers several advantages: Requests are processed by the server hosting the presentation, not the RealPresence Media Manager server. The total number of requests involved in each slide sync is reduced by half when compared to using the Proxy Server method, because the requests do not go through the proxy layer (RealPresence Media Manager). The disadvantages of using the JsonP method are CORS You need to select the correct CORS file in the Admin Tool and ensure that it exists in the presentation folder. The JsonP method does not support handling or logging errors from the RealPresence Media Manager software. Processing speed is limited to the speed of the server hosting the presentation. You cannot take advantage of the RealPresence Media Manager web farm. The CORS method is functionally similar to the JsonP method and uses the same set of CORS files used by JsonP. The CORS method, however, uses a newer standard that allows one domain to read resources from another domain if there is a CORS header in the response. The JsonP method treats the resource as a script. The CORS method also allows you to select the g.htm file in the presentation folder if the server hosting the presentation is configured to allow CORS for all requests. Using the CORS method offers several advantages: Requests are processed by the server hosting the presentation, not the RealPresence Media Manager server. Polycom, Inc. 39

40 The total number of requests involved in each slide sync is reduced by half when compared to using the Proxy Server method, because the requests do not go through the proxy layer (RealPresence Media Manager). The disadvantages of using the CORS method are You need to select the correct CORS file in the Admin Tool and ensure that it exists in the presentation folder. The CORS method does not support handling or logging errors from the RealPresence Media Manager software. Processing speed is limited to the speed of the server hosting the presentation. You cannot take advantage of the RealPresence Media Manager web farm. Configure Out-of-Band Live Sync Options The following procedure shows you how to configure out-of-band live sync options. To configure out-of-band live sync: In the Portal Administration panel, right-click your portal and choose Properties. Open the Configuration tab. In the Media section, shown next, select an Out of Band Sync Interval from the drop-down list. Select an Out of Band Live Sync Method from the drop-down list (see the descriptions earlier in this section): Proxy Server JsonP CORS 4 5 Select the appropriate Out of Band Live Sync Cross Domain File (explained earlier) from the drop-down list. Click Save. Polycom, Inc. 40

41 Note: Recycle the Portal Application Pool Recycle the portal application pool to make any portal setting changes take effect immediately. Portal Dashboard While many administrative tasks for RealPresence Media Manager can be done in the Admin Tool, the portal Server Dashboard enables you to perform other types of tasks directly in the portal. To access the portal dashboard: 1 Log into the portal using your administrator credentials. 2 Click Hello <username> in the upper right corner of the portal page and select Server Dashboard. The RealPresence Media Manager server dashboard opens. Server Dashboard The landing page for the portal dashboard is the Server Dashboard screen, as shown next. From this page you can set up event notification thresholds and select the specific server for which you want to view information. To set event and issue notification thresholds: 1 Click to open the settings dropdown menu. 2 Select Configure Error Thresholds. 3 Configure your preferred settings for the following options: CPU (maximum usage) Disk space (maximum usage) Memory (maximum usage) Time Intervals Polycom, Inc. 41

42 You can also download all logs and files from the settings dropdown menu. To view settings for specific servers:» Select the server you wish to view on the left sidebar. Servers with a green arrow are active and available for review. The admin creates the servers available to review on the server dashboard in the RealPresence Media Manager Admin Tool. For more information, see Configure Server Profiles. Server Status On the Status tab, you can find information on the overall server information, including the following: CPU usage Server information such as IP address, machine name, Polycom Media Services Agent (MSA) version, operating system information, available memory, and content paths Available space on server drives You can also download MSA reports, recycle the portal app pool, and clear the cache for the server from the Status tab. For more information on the Polycom MSA, see Media Services Agent. To refresh the server status information, click. Polycom, Inc. 42

43 Server Database On the Database tab, you can find information on the databases used for your RealPresence Media Manager deployment. This information includes the database version, memory information, database name, size, and drive space. This tab also lists the various table names that comprise the database and shows the following information: Table Name Number of Rows Total Reserved Space Data Space Index Space Polycom, Inc. 43

44 Server Logs Several different types of logs are available on the server dashboard, including: Portal logs Admin Services logs Thumbnail and Transcoding logs Windows Event logs Scheduler Services logs You can download individual logs, all logs from a specific category, or all logs available for your system. Server Distribution The Distribution tab shows you what has been distributed or attempted to be distributed to the server. You can look at any distribution failures and attempt to retry them. You can view the status for the following distribution states, filtered by specific dates (optional): All Completed Error Pending Distribution Processing Skipped Polycom, Inc. 44

45 Server Administration On the Administration tab, you can configure the following features by Severity, Max File Size (MB), and Number of Files: Portal Admin Services Thumbnail and Transcode Scheduler Service You can also start, stop, and restart the server Service and Schedule Service from this tab. Polycom, Inc. 45

46 Manage Content Portal content is organized into categories. Categories organize your content based on its source, such as User Generated Content, subject, or a parameter of your choice. You can set specific permissions for each category based on your requirements. Configure User-Generated Content To allow portal users to upload content to the portal, you must enable the User Generated Content (UGC) feature in the RealPresence Media Manager Admin Tool. This section shows you how to enable the UGC license, and how to enable UGC for the RealPresence Media Manager portal or for a category. Enable the UGC License Before you can configure UGC in the portal, you need to enable the UGC license. To enable the UGC license: 1 Launch the RealPresence Media Manager Admin Tool and log in. 2 In the Portal Administration panel, right-click the Media Manager Root and choose Properties. 3 Open the Manage License tab. In the Default Portal section, select the User Generated Content check box. 4 Click Save. Polycom, Inc. 46

47 Enable User-Generated Content To configure RealPresence Media Manager software for UGC, you must enable UGC in any server profiles and the content creation profile that you want to use, and then enable UGC in the portal or category in which you want to enable user uploads. To enable UGC in the default content server profile: 1 Launch the RealPresence Media Manager Admin Tool and log in. 2 In the Network Resources panel, click to expand Server Profiles. 3 Right-click the Default Content Server Profile and choose Properties. 4 In the Details tab, scroll down the page and select the Allow User Uploads check box, as shown next. Enabling UGC for the default content server profile 5 Click Save. Repeat this procedure for any other server profiles in which you want to enable UGC. To enable UGC in the default content creation profile: 1 In the Network Resources panel, click to expand Content Creation Profiles. 2 Right-click the Default Content Creation Profile and choose Properties. Polycom, Inc. 47

48 3 In the Associated Profiles tab, select the Allow user uploads check box, as shown next. Enabling UGC for the default content creation profile 4 Click Save. Enable UGC in the Portal When UGC is enabled at the portal level, it is enabled for all categories within the portal that have the Inherit check box selected. See Configure Portal Permissions for more about inheriting permissions. Portal users can upload content to any category. To enable UGC in the portal: 1 In the Portal Administration panel, right-click the portal in which you want to enable UGC and choose Properties. 2 Open the Details tab. In the User Upload Settings section, select the Enable User Upload check box, as shown next. 3 Select a Content Creation Profile from the drop-down list. To enable UGC approval, configure the content creation profile in the Network Resources panel. Polycom, Inc. 48

49 4 Select a Web Content Source Profile and any Streaming Content Source Profiles from the lists. Enabling UGC at the portal level 5 Click Save. Enable UGC in a Category When UGC is enabled at the category level, it is enabled only for a selected category and any child categories with the Inherit check box selected. Portal users can upload content only to the UGC-enabled category. See Configure Portal Permissions for more about inheriting permissions. To enable UGC in a category: 1 In the Portal Administration panel, click to expand your portal. 2 Right-click the category in which you want to enable UGC and choose Properties. 3 Click the Details tab. In the User Upload Settings section, select the Enable User Upload check box. 4 Select a Content Creation Profile from the drop-down list. To enable UGC approval, configure the content creation profile in the Network Resources panel. Polycom, Inc. 49

50 5 Select a Web Content Source Profile and any Streaming Content Source Profiles from the lists. 6 Click Save. Troubleshooting: Enabling UGC at the Root Level If you enable UGC at the root level, and the Inherit From Parent check boxes in the portal and categories are not selected, UGC will be disabled. Test Portal Content You can test your system by uploading a video and checking that it displays in the portal in the appropriate category, including transcoding and approval workflow if required. For information on uploading content to the portal, see the Polycom RealPresence Media Manager User s Guide. Web Info: Sample Videos for Testing Sample videos for testing are available at the following web site: er/products/network/polycom_sample_videos.zip Polycom, Inc. 50

51 Approve Content to Make It Viewable on the Portal The User Generated Content category is preconfigured to require an admin user s approval. When you select the User Generated Content category, the RealPresence Media Manager software will transcode the video you uploaded, but it will hold the video pending approval by an administrator user in the RealPresence Media Manager Admin Tool before users can view it in the portal. Once approved by the administrator, the video can be viewed by any portal user, with or without logging in. To approve a video upload as an admin user and make it available in the portal: 1 Log in to the Admin Tool as an admin user. 2 In the Pending Tasks panel, shown next, click User Generated Content with Approval. 3 In the Work Area, select the Title that is awaiting approval. Polycom, Inc. 51

52 4 Click Approve. 5 Click Save. All users can now view the video in the portal. Note: Viewing the Video on a Mobile Device If you want to view the video in the portal on a mobile device, allow some extra time for transcoding. Create a Mashup from User Generated Content If you are the content owner or admin, you can create tabs via the Portal to a video to display contents or links to third-party systems. These tabs are player time-code aware to allow a third-party object to be unveiled or hidden based on the player time code position. To create a mashup tab: 1 On the Portal, hover over the content for which you want to create a mashup tab and click More Details. 2 Click Edit and click Mashup. 3 On the Mashup tab, click +. 4 In the green text box, add values to the following fields: Title Script Path (optional) Polycom, Inc. 52

53 HTML 5 Select and add values to the following options that apply to your content: Show Content dirty? Dirty keys 6 Click Save. Organize Content in the Admin Tool See Manage Content Using Categories to learn how to create and manage categories, assign category permissions, and set up automatic destination categories. Create Categories and Set Category Permissions Create the categories you need for the content in your portal. You can set the categories to inherit the portal permissions, or you can set specific permissions for each category. To create a category: 1 Click the Portal Administration resource tab. 2 Right-click the portal in which you want to create categories and select New Category. 3 Enter a name for the category. 4 On the Permissions tab, select the Inherit Permissions check box to use portal permissions for the category, or clear the Inherit Permissions check box to set new permissions. 5 Click Resource Control to open the Users & Groups panel. 6 In the Users & Groups panel, select a user or group to which you want to grant category permissions, and click the Add button. 7 In the Work Area, in the Users/Groups section, select the user or group you added. Polycom, Inc. 53

54 8 In the User/Group s Permissions section, shown next, select the Allow, Deny, or Grant check box for each Ability. 9 Click Save. To delete a category: 1 Right-click the category you want to delete. 2 In the resulting dialog, type DELETE in uppercase characters in the field, and then click the Delete button. Assign Categories to New Content Automatically You can configure the RealPresence Media Manager software to assign categories automatically to incoming content by configuring destination categories in the content creation profile (CCP). To configure destination categories: 1 In the Network Resources panel, click to expand Content Creation Profiles. 2 Right-click the content creation profile you want to configure and choose Properties. Polycom, Inc. 54

55 3 Click the Destination Categories tab. You will see a list of the available destination category rules and their descriptions: Starting Scan Subdirectory Path Enter a value to limit which content will be placed in the category by placing only content found in the full relative directory or path from the base scan directory. Match Subcategory Names to Subdirectory Names Enable this option to place content found in subdirectories in matching subcategories. Automatically Create Subcategories for Subdirectories Enable this option to create new subcategories for content found in subdirectories where matching subcategories are not found. Enable Catch-All Category Choose this option to place content that does not meet any of the criteria into the specified Catch-All category. Scan Subdirectory Path Exceptions Choose this option, and content found in subdirectory exceptions will not be placed in any categories. Polycom RSS VRRs If a call imported from a Polycom RSS appliance is located within one of the checked virtual recording rooms (VRRs) for a category, the call will automatically be placed in that category on the tree. If no VRRs are checked for a category, all calls imported from an RSS appliance will be placed in that category. TCS Keywords Use this option when scanning content from a Tandberg Content Server (TCS) to accept a comma-separated list of keywords. If any of these keywords matches a keyword on the TCS Conference s properties, the TCS Conference will be placed in the category. If the TCS Keywords field is empty for a category, all TCS Conferences scanned in will be placed in that category. 4 If the destination category you want is not already displayed in the Work Area, click the New Destination Category Rule button and select the type of rule you want to use from the list. 5 Enter data in the fields and select or clear check boxes that apply to your destination category, using the rules listed in the Work Area as a guide. 6 Click Save. Polycom, Inc. 55

56 Reorder Content Any content that you upload to the Media Manager Admin Tool displays in alphabetical order within the folder hierarchy. Videos are then displayed in that order on the portal. You can reorder your content simply by dragging a content title to a new location in the left sidebar of the Admin Tool. To view the reordered content on the portal, close the Portal session and relaunch. The videos display in the new order. Manage Content Using the Library Manage all of your content videos, images, documents, links, and more in the RealPresence Media Manager Library. Navigate the Library Content Panel To access the library from the Admin Tool s resource panel, click the Library Content tab. The list of content assets displays in the Library Content panel, shown in the following figure. Page numbers are listed across the top of the list under the Search button. The Library Content panel contains a list of all the content available in your RealPresence Media Manager solution deployment, including the following information: Type Name Created Date Presentation Date Original Path Library Content panel Library File Types The following icons indicate the content type in the Library Content panel: Upcoming Event Polycom, Inc. 56

57 Video Stream Link Polycom RSS 4000 or RealPresence Capture Server Event RealPresence Presentation Document Image RealPresence Media Manager Test RealPresence Media Manager Survey Certificate TCS Conference Region Set Search Library Content You can search the RealPresence Media Manger Library to locate content quickly. To search the library: 1 In the Library Content panel, click to expand the Search section. 2 Enter a Search Term and select the Content check box, Bundle check box, or both. 3 To refine the search by adding search terms, click the Advanced button. 4 Select a Search Term from the list, shown next. You can select more than one search term by clicking Add. 5 Select a Content Type from the list. Polycom, Inc. 57

58 6 Click Search. Add New Library Content You can add new content from the Library Content panel. A common way to add content to the library is to scan it in. To scan new content into the library: 1 In the Library Content panel, click the New button, and choose Import. 2 In the Details tab of the Work Area, select a Content Creation Profile from the drop-down list. 3 Select a content Type. If you select Scan, select a profile from the list, such as a Content Source Profile. Then click the Queue Scan button. Polycom, Inc. 58

59 4 If you select Link or Stream as the content type, enter the URL, Title, and Description in the appropriate fields. Enter the Window Width and Window Height in pixels. Then click Create. Note: Add Content Using Recurring Scan Events For information about adding new content to the library using recurring scan events, see Schedule a New Scan. Polycom, Inc. 59

60 Archive, Delete, and Expire Library Content When you no longer need content, you can archive, delete, or set it to expire from the Library Content panel. All three actions remove the content from the Library, and any portals or categories the content is associated with. You can rescan the content server where the content resides, and it will be re-entered into the library as new content. Archive Library Content Archiving content makes it offline and unavailable in the RealPresence Media Manager Admin Tool and portal along with all associated viewer tracking and reporting data. To archive content: 1 In the Library Content panel, select the content you want to archive and click Archive. 2 To add more content to the archive list, select the content in the Library Content panel, and then click the Add button in the Archive Content tab. 3 When you have added all the content you want to archive, click Save. Delete Library Content Deleting content in the Library Content panel removes it from the RealPresence Media Manager software. To make content available after deleting, you need to re-import it from its source. Polycom, Inc. 60

61 To delete content: 1 In the Library Content panel, select the content you want to delete and click the Delete button. 2 In the dialog, type DELETE in uppercase characters. 3 Click Delete. The content you delete is removed from the Library and any categories it is associated with. Expire Library Content You can set content to expire on a specific date. When the content reaches its expiry date, it is removed from the Library, and any portals or categories it is associated with. To set content to expire: 1 In the Library Content panel, right-click the content you want to expire and select Properties. 2 In the Expiration Date field, shown next, enter a date or select a date in the date picker. 3 Click Save. The content will expire at 12:01 AM on the date you selected. Polycom, Inc. 61

62 Work with Content Properties Most of the information you need about your content is available in the Properties screen. You can view and edit the properties in each of the tabs. To view library content properties: 1 In the Library Content panel, right-click the content and select Properties. 2 View and edit the properties in the following tabs: Details View and configure content details such as date created, expiration date, title, description, thumbnails, speaker, chapter and slide titles, captions, start and end times, available formats, metadata, media type, bitrate and resolution, and Moderated Q&A details Status View the current status of the content. Permissions View and edit users and groups permissions for the selected content. Edit History View a history of changes made to the content s properties and recall an earlier configuration if necessary. Network View the Network Profile Summary to see the profiles associated with the selected content. Transcript Edit the transcription results and speakers. 3 Click Save if you make any changes. Viewing properties in the Details tab Work with Metadata in the Transcript Tab You can start metadata processing through a metadata provider, such as RAMP, from the content properties. For more information, see Configure the RAMP MediaCloud Speech to Transcript Module. Polycom, Inc. 62

63 To send content for processing: 1 Right-click the content in the Library panel and select Properties. 2 In the Details tab, expand Metadata. 3 Select one of the following: Only to providers where metadata doesn t exist Select to send content to new metadata providers for processing. This option does not overwrite any existing metadata from previous processing of the content. All providers (overwriting existing metadata) Select to send the content to all of the metadata providers associated with the content according to the Metadata Rule applied. This option overwrites any existing metadata associated with the selected content. Polycom, Inc. 63

64 4 Click Process. Polycom, Inc. 64

65 Schedule Events You can configure the RealPresence Media Manager software to make content available on your portal and send notifications to your portal users to alert them to the available content according to a schedule. You can schedule the following event types: Upcoming Events Notifications Scan Sources Polycom RealPresence Capture Stations Polycom RSS 4000/Capture Server Calls Manage Events The Scheduling panel, shown next, displays available scan sources, RealPresence Capture Station appliances, and RSS 400/Capture Server appliances. Polycom, Inc. 65

66 Schedule Upcoming Events You can schedule upcoming events in the RealPresence Media Manager Admin Tool s Scheduling panel. To schedule a new event: 1 In the Scheduling panel, click New. 2 In the Event tab of the Work Area, shown next, select the Content Creation Profile you want to schedule the event for. Click the Refresh button if you need to refresh the list. 3 Enter Notes and select a Start Date & Time. 4 Select an event from the Event Type list: Notification Manual Upcoming Event Polycom RealPresence Capture Station Polycom RSS 4000/Capture Server Call Scan Source 5 Complete the fields that display for the selected event type. 6 Click Save. Events that Display on the Event Portal If your organization has purchased an Event Portal license, you can schedule events that will display on the Event Portal through the RealPresence Media Manager Admin Tool s Scheduling panel. For more information on Event Portal licenses in your RealPresence Media Manager deployment, see Event Portals. Polycom, Inc. 66

67 To enable Event Portal events:» When creating a new event (see Schedule Upcoming Events) as Manual Upcoming Event, Polycom RealPresence Capture Station, or Polycom RSS 4000/Capture Server Call, enable the Enable Event Portal check box on the event scheduling page, as shown next. Manual Upcoming Event Polycom, Inc. 67

68 Polycom RealPresence Capture Station Polycom RSS 4000/Capture Server Call Polycom, Inc. 68

69 Schedule an Notification for an Event After you have created a new event and selected a start date and time, you can use the RealPresence Media Manager Admin Tool s Scheduling panel to schedule an notification for your event. An notice will be sent to all event invitees according to the schedule you set up. Admin Tip: Associating an Event with an Upcoming Event If you associate an notification with an upcoming event, the will use the upcoming event s content creation profile type instead of the content creation profile you selected when you created the new event in the Scheduling panel. To schedule an notification: 1 In the Scheduling panel, select the Notifications check box. Then click New. 2 From the Event Type drop-down list on the Details tab, shown next, select Notification. 3 Enter a subject in the Subject field, and enter the message text in the Body field. 4 From the Type drop-down list, select HTML or Text. 5 In the Upcoming Event field, you can associate the notification with an upcoming event by clicking, selecting an upcoming event in the Portal Administration panel, and clicking Add. 6 Select the users you want to send the notification to by selecting the appropriate check boxes: Send to Registered Users Send to all the users who can view the selected upcoming event Attach ICS Include Direct Link(s) 7 If you want to add users to the list, in the Send to additional users section, click and then click the Add button in the Work Area. Polycom, Inc. 69

70 8 Click Save. Schedule a Manual Upcoming Event After you have created a new event and selected a start date and time, you can schedule a manual upcoming event, such as a webinar. To schedule a manual upcoming event: 1 In the Scheduling panel, select the Upcoming Events check box. Then click New. 2 In the Event Type section of the Details tab, shown next, select Manual Upcoming Event. 3 Enter a Title, Speaker(s), and Description in the fields provided. 4 In the Duration drop-down boxes, select the event s duration in hours and minutes. 5 In the Start Window field, enter a number to indicate the amount of minutes prior to the event start time that users will be able to access the event. The default setting is 0 minutes. 6 In the Wait Window field, enter a number to indicate the amount of minutes before the link to the event becomes available. During the wait, a message displays to attendees that the event will start shortly. The default Wait Window setting is 0 minutes. Polycom, Inc. 70

71 7 To associate the upcoming event to content, click in the Related to Content section, select the content in the Library Content panel, and then click Add. 8 Click Save. Schedule a Recurring Event After you have created a manual event, you can set the event to recur according to a weekly, monthly, or yearly schedule, and it can take holidays into account as well. You can set the recurrence to end after a specified number of events or on a specific date. To set the upcoming event to recur: 1 In the Recurrence tab, select the Enable Recurrence check box to open recurrence options. 2 Select or clear the Ignore Holidays check box, and select a frequency from the options: Weekly, Monthly, or Yearly. 3 In the Pattern section, select the check box or boxes for the day or days of the week you want the event to recur on. 4 In the Recur Until section, set the event s recurrence to End after a particular number of occurrences or End by a specific end date. 5 Click Save. Polycom, Inc. 71

72 Scheduling a recurring event Schedule a Webinar Event You can set up a manual upcoming event as a webinar. Users can view the webinar details in the portal in the Upcoming Events portlet. Users can click the Register link to receive a registration confirmation notification. To set up a manual upcoming event as a webinar: 1 In the Webinar tab, select the This is a webinar event check box, as shown next, to open webinar options. 2 Enter text in the Header, Subheader, and Body fields. 3 To add more information, you can create custom fields by clicking the New button in the Custom Fields section. Then enter information for Name, Description, and Type of field. 4 In the Static Fields section, select the check boxes for the static fields you want to require users to fill out during registration for the webinar. Polycom, Inc. 72

73 Scheduling a webinar 5 Open the Details tab, and select the Send registration confirmation check box. 6 Click Save. The webinar manual upcoming event will appear in the Upcoming Events portlet in the portal, as shown here. The user can click the (Register Me) link to register for the event. Polycom, Inc. 73

74 Schedule a New Scan You can set the RealPresence Media Manager software to scan new content into the library according to a one-time or recurring schedule. To schedule a new scan: 1 From the Content Creation Profile drop-down list in the Recurrence tab, choose a profile, as shown next. 2 Select a Start Date & Time. 3 In the Event Type drop-down list, choose Scan Source. 4 Select the Enable Recurrence check box if you want to set the RealPresence Media Manager software to scan new content on a recurring schedule. Schedule a RealPresence Capture Station Event Schedule a presentation generated by a RealPresence Capture Station Pro or Portable Pro appliance in the RealPresence Media Manager Admin Tool. The RealPresence Capture Station Pro appliance must be configured for the RealPresence Media Manager software from which you are scheduling it, and it must be active on the network. To schedule a RealPresence Capture Station event: 1 In the Scheduling panel, select the Polycom RealPresence Capture Station check box. Then click New. 2 In the Event Type section of the Details tab, shown next, select Polycom RealPresence Capture Station. 3 Enter a Title, Speaker(s), and Description in the fields provided. 4 In the Duration section, select the event s duration in hours and minutes. Polycom, Inc. 74

75 5 From the Select a Capture Station Content Source Profile drop-down list, select a profile. Click the Refresh button if you need to refresh the list of available RealPresence Capture Station Capture Station profiles. 6 Select a Capture Station profile from the Profiles drop-down list. 7 Click Save. Scheduling a Capture Station event Note: Stopping a RealPresence Capture Station Presentation To stop a RealPresence Capture Station event already in progress, click the Stop Capture Station Event button. Polycom, Inc. 75

76 Schedule a Recurring RealPresence Capture Station Event You can set a RealPresence Capture Station event, such as a regular lecture, to recur according to a weekly, monthly, or yearly schedule, which can take holidays into account. You can set the recurring event to end after a specified number of occurrences or on a specific date. To set a recurring Capture Station event: 1 In the Recurrence tab, select the Enable Recurrence check box to open recurrence options. 2 Select or clear the Ignore Holidays check box, and select a frequency from the options: Weekly, Monthly, or Yearly. 3 In the Pattern section, select the day or days of the week on which you want the event to recur. 4 In the Recur Until section, set the event s recurrence to end after a number of occurrences, or by a specific date. 5 Click Save. Scheduling a recurring event Enable Caching You must enable caching to connect RealPresence Capture Station appliances to the RealPresence Media Manager software through the Media Manager Wizard. To enable caching: 1 In the Portal Administration panel, right-click Media Manager Root and choose Properties. Polycom, Inc. 76

77 2 In the System Settings tab, shown next, select the Enable Caching check box in the Portal Settings section. 3 Click Save. Schedule a Recording from a Polycom RSS 4000 or RealPresence Capture Server Appliance After creating a new event and selecting a start date and time, you can schedule a Polycom RSS 4000 or RealPresence Capture Server appliance call using the RealPresence Media Manager Admin Tool. The RSS 4000 or RealPresence Capture Server appliance must be active on the network. Note: Polycom RSS 4000 and RealPresence Capture Server Appliances The RealPresence Capture Server appliance is the replacement for the RealPresence RSS 4000 appliance. RealPresence Media Manager software supports the RealPresence RSS 4000 version 8.5 appliance. To schedule a recording from an RSS 4000 or RealPresence Capture Server appliance: 1 In the Scheduling panel, click New. 2 In the Details tab, select a Content Creation Profile from the list. 3 In the Event Type section of the Details tab, shown next, select Polycom RSS 4000/Capture Server Call. 4 Enter a Title, Speaker, and Description in the fields provided. Polycom, Inc. 77

78 5 In the Duration section, select the recording event s duration in hours and minutes. 6 Select a Content Source Profile and a Virtual Recording Room (VRR) from the drop-down lists. Click Refresh if you need to refresh the list of available VRRs. You can also manually enter an Address Type and Address for a RealPresence Capture Server appliance. Polycom, Inc. 78

79 7 Click Save. 8 To start an RSS 4000 or RealPresence Capture Server call from the RealPresence Media Manager Admin Tool, click the Start Call button. To stop a call already in progress, click the Stop Call button. Schedule a Recurring Polycom RSS 4000 or RealPresence Capture Server Call You can set the Polycom RSS call to recur according to a weekly, monthly, or yearly schedule, and you can take holidays into account. You can set the recurring call to end after a specified number of occurrences or on a specific date. To schedule a recurring Polycom RSS 4000/Capture Server call: 1 In the Recurrence tab, shown next, select the Enable Recurrence check box to open recurrence options. 2 Select or clear the Ignore Holidays check box. 3 Select a frequency from the options: Weekly, Monthly, or Yearly. 4 In the Pattern section, select day or days of the week on which you want the event to recur. 5 In the Recur Until section, set the event s recurrence to end after a number of events, or to end by a specific date. 6 Click Save. Polycom, Inc. 79

80 Tests, Surveys, and Q&A RealPresence Media Manager software enables you integrate tests and surveys into your portal. Users can take these tests in the RealPresence Media Manager portal. Create a Test You can create tests with essay, multiple choice, true or false, and select-one questions. Note: User Evaluations License You need to have a valid User Evaluations license to create tests. To create a new test: 1 Open the Library Content panel. 2 Click the New button and select Test, as shown. 3 In the Details tab of the Work Area, enter a test Title and Description in the appropriate fields, as shown next. 4 Enter a Start Message that displays when a portal user starts the test. Polycom, Inc. 80

81 5 Enter an End Message that displays when a portal user finishes the test. 6 If this will be a timed test, select the This test is timed check box and enter a time by selecting values from the lists. 7 Select the This test is pass/fail check box if you want to set a pass or fail condition for autograding of tests. 8 For now, enter 1 in the Passing Point Value field. You can go back and change this value after you have entered your questions and assigned point values to them. 9 Enter a Passing Message to display if a user passes the test. Then enter a Failing Message to display if a user fails the test. 10 Enter the Number of retries allowed. 11 Set the remaining details by selecting check boxes for the following: Display questions in random order Display answers in random order Test takers may review and change answers during test Display test results to test takers Polycom, Inc. 81

82 Show correct answers to test takers 12 Click Save. Add Sections to Your Test You can divide your test into sections. For example, each section could contain test questions for a specific topic. To add sections to your test: 1 In the Details tab, shown next, click next to the test title to expand the test tree. 2 Click Section 1. 3 Enter a Section Title. 4 Select or clear the This section is timed check box, and select a time from the values in the list boxes if appropriate. 5 Click Save. Polycom, Inc. 82

83 After you have saved your changes, the section title appears in the test tree on the left. Enter Test Questions After you enter the details and sections for your test, you can enter questions and answers. To enter test questions: 1 In the Details tab, click to expand the test tree and show the sections. 2 Click to expand the first section, and click Question 1. 3 In the Text field, enter your question, as shown in the following figure. 4 Select a question Type from the following options: Essay Multiple Choice Select One True/False Note that different options and fields become available depending on the type of question you select. 5 To set a time limit for the question, select the This question is timed check box and select a time from the values in the lists. Polycom, Inc. 83

84 6 In the Answer(s) field, enter the answer or answers to your question. For a true-or-false question, select the True or False option. For a Select One or Multiple Choice question, enter a possible answer in the blank field at the bottom of the page and click the New Answer button. In the Answer(s) field, select the correct answer or answers. Polycom, Inc. 84

85 7 Click New at the bottom of the Details page to add another question. 8 Click Save when you are finished entering questions. Set Test Permissions After you have created your test, set the required permissions for admin users and any users or groups who will complete the test. To set test permissions: 1 In the Permissions tab, click Resource Control. 2 In the Users & Groups panel, shown next, select a user or group. Then click Add. 3 In the User/Groups section, select a user or group. Polycom, Inc. 85

86 4 In the User/Group s Permissions section, select the Allow check boxes to allow each ability to the user or group. Create a Survey You can add a survey to your portal. To create a new survey: 1 In the Library Content panel, click the New button, and then select Survey. 2 In the Details tab, enter a survey Title and Description. 3 Enter a Start Message that displays when a portal user starts the survey. 4 Enter an End Message that displays when a portal user completes the survey. Polycom, Inc. 86

87 5 Select the Display results after completion check box.. 6 From the test tree on the left, click to expand the test tree and click Question 1. 7 In the Text field, enter your question, as shown next. 8 Select a question Type from the following options: Essay Multiple Choice Select One True/False Different options and fields become available depending on the type of question you select. For a true/false question, select the True or False option. Polycom, Inc. 87

88 For a Select One or Multiple Choice question, enter a possible answer in the blank field at the bottom of the page and click the New Answer button. In the Answers field, select the correct answer or answers. 9 Click New at the bottom of the Details page to add another question. 10 Click Save when you are finished entering questions. Set Survey Permissions After you have created your survey, you can set the required permissions for admin users and any users or groups who will complete the survey. To set survey permissions: 1 In the Permissions tab, click Resource Control. 2 In the Users & Groups panel, select a user or group and click Add in the Work Area. 3 In the User/Groups section, select a user or group to which you want to gran permissions. Polycom, Inc. 88

89 4 In the User/Group s Permissions section, select the Allow check boxes for any abilities you want to allow for the user or group. 5 Click Save. Work with Moderated Q&A Using the RealPresence Media Manager Admin Tool, configure the Moderated Q&A feature to enable your portal users to submit questions to the presenter during live presentations. For more information about using the Moderated Q&A feature in the portal, see Use the Moderated Q&A Tab to Submit Questions. To configure Moderated Q&A: 1 In the Library Content panel, right-click the content for which you want to enable Moderated Q&A, and choose Properties. 2 In the Details tab, select the Moderated Q&A Enabled in Media Manager check box. Polycom, Inc. 89

90 Enable Moderated Q&A in content details 3 Select a maximum number of questions that can be displayed on the presenter interface at one time from the list. 4 Select moderators. Click Resource Control, select a user or group from the Users & Groups panel, and then click Add. 5 If the moderator is also the presenter, click the Presenter check box. Polycom, Inc. 90

91 6 Click Save. Polycom, Inc. 91

92 Configure RealPresence Media Manager Software In the sections that follow, you ll learn how to configure your RealPresence Media Manager software for basic environments and common functions. Complex and scaled environments, and some third-party solution integrations, may require customized configurations not covered in this guide. For more information, contact your Polycom representative. The RealPresence Media Manager, Appliance Edition includes some preconfigured settings. Refer to the RealPresence Media Manager, Appliance Edition Quick Start Guide to get your appliance up and running quickly. Set Up Expression Encoder 4 Pro You must install Microsoft Expression Encoder 4 Pro before you install RealPresence Media Manager software. Admin Tip: Installing Expression Encoder 4 Pro Install Expression Encoder 4 Pro on a dedicated, stand-alone server with Server 2008 R2 or Server 2012 to maximize transcoding and thumbnailing efficiency. Transcoding and thumbnailing are CPUintensive operations and may degrade the performance of RealPresence Media Manager software in single-server installations. Enable the Desktop Experience Feature in Windows Server 2008 R2 or Windows Server 2012 The Desktop Experience feature enables you to configure and control the Expression Encoder Pro software. Before you use the Expression Encoder Pro software, you must enable this feature. To enable the Desktop Experience feature: 1 On the server, in Windows Server Manager, select Add Features. 2 Click Desktop Experience. 3 Restart the server. The Server Manager will automatically launch and complete the installation of the Desktop Experience feature. 4 Close Windows Server Manager. Polycom, Inc. 92

93 Admin Tip: Installing Ink and Handwriting You need to install the Ink and Handwriting features included in the Expression Encoder Pro Desktop Experience package. Install Expression Encoder Pro You can install the Expression Encoder Pro software from Microsoft s online Download Center. To download and install the Expression Encoder 4 Pro SP2 installer to the server: 1 Go to 2 Browse to the Expression Encoder Pro installer, Encoder_En.exe. 3 Right-click Encoder_En.exe and select Run as administrator. 4 Follow the default installation prompts. 5 Enter the activation key, which was provided with your RealPresence Media Manager software license key. Timesaver: You Do not Need to Reboot the Servers When the Expression Encoder Pro 4 installation is complete, you do not need to reboot the server to continue. Polycom, Inc. 93

94 Configure and Administer Profiles RealPresence Media Manager software uses profiles to define server types, where portal users are located, how the RealPresence Media Manager software distributes content over networks, and the type of content itself. The following profiles are available: Server profiles Location profiles Distribution profiles Content source profiles Content creation profiles During installation, each type of profile is dependent on settings configured in the profiles underneath it in the hierarchy. When installing, you start with the lowest level and work your way up the profile list. Configure Server Profiles Server profiles enable you to create configurations for the different types of content and streaming servers that RealPresence Media Manager software interacts with. Create a New Server Profile Create all new server profiles using the following procedure. To create a new server profile: 1 In the Network Resources panel, click to expand Server Profiles, and then click New. 2 In the Details tab of the Work Area, enter a Name and Description for the new server profile, as shown in the next figure. Polycom, Inc. 94

95 3 In the Available In These Portals list, select the check boxes next to the portals in which you want the new server profile to be available, or select the Select All check box. Click Refresh if you need to refresh the list of portals. 4 Enter a number in the Distribution Retry Count. The default value is 5. 5 Select a Server Type from the following options: Azure CDN Blue Coat Director Cisco CDM Digital Signage Polycom Content Polycom Streaming 6 Complete the configuration specific to the server type you selected. 7 Click Save. Creating a new server profile About Content Server Settings A content server profile created by default on install that routes users back to the portal URL to view content. This profile is intended to ease use in environments with a single stand-alone Media Manager server. It will not work properly in a load balanced environment. Polycom, Inc. 95

96 About Streaming Server Settings A streaming server profile created by default on install that routes users back to the portal URL to view content. This profile is intended to ease use in environments with a single stand-alone Media Manager server. It is not intended for use in load balanced environments. Create a Streaming Server Profile You need to create a server profile for each type of server that RealPresence Media Manager software will serve content from. The initial set-up steps are the same for each type of server. Select the server type and complete new sections in the details page populated for you based on your server selection. You can manage IIS and WMS streaming server settings on the Manage page without needing to log in to the servers. On the Manage page, if you click the root node, for example, Windows Media Services, the global server settings become available on the right side of the page. If you click a publishing point in the Publishing Points node on the tree, you can manage its settings. Click the Apply button to update the Windows Media server with settings changed in Media Manager. Click the Refresh button to update Media Manager with the settings currently applied on the Windows Media server. Configure the Streaming Server Profile for Windows Media Services (WMS) A streaming server profile is created by default during installation that routes users back to the portal URL to view content. This profile is intended to ease use in environments with a single stand-alone RealPresence Media Manager server. In a load balanced environments, you need to create new server profiles. This configuration has three major steps using the new Manage page. To configure the streaming server: 1 Set the server type to Windows Media Services. 2 Test the connection to the server. 3 Configure the streaming server profile. Note: The Manage Option The Manage option is available only when configuring IIS or Windows Media Server profiles. You must enable the server profile edit ability to configure a server using the Manage option. To set the server type to Windows Media Services: 1 In the Network Resources panel, click to expand Server Profiles. 2 Right-click the streaming server profile you want to configure and choose Properties. Polycom, Inc. 96

97 3 On the Details tab, select Polycom Streaming from the Server Type list. 4 In the Streaming Server Type section, select Windows Media from the drop-down list. 5 On the Polycom Media Services Agent tab, in the URI field, enter the URI for the Media Services Agent on the server. 6 Enter a Username and Password and click Save. Setting the server type to Windows Media To test the server connection: 1 In the Work Area, open the Status tab, as shown next. 2 Click Refresh. You will see one of two responses: The fields will populate with properties data, including the MSA version number, operating system, storage information, and content paths, indicating a correct configuration. You will see the error message Unable to retrieve the server status. Check your Media Services Agent settings. Polycom, Inc. 97

98 Testing a server connection To configure the streaming server profile for Windows Media Services: 1 In the Network Resources panel, right-click the streaming server profile you want to configure, and choose Manage. 2 In the Manage tab, select the NTFS ACL Authorization and Publishing Points ACL Authorization check boxes and click Apply. You will see that NTFS ACL Authorization and Publishing Points ACL Authorization are enabled in the Authorization menu on the Windows Media server. 3 Click the Add and Remove buttons to add or remove authorized users for the publishing points from RealPresence Media Manager. 4 Select local users from the list in the Publishing Points Authorized Users dialog and click OK. (See the Admin Tip following this procedure.) 5 Click a user in the list and select the Allow or Deny check boxes to change permissions. 6 Click Apply. 7 Select the Client Logging Enabled and WMI Event Handler Enabled check boxes. Click the Apply button. 8 Select the Enabled check box for HTTP and/or RTSP. Polycom, Inc. 98

99 9 To change the port assignments, enter new numbers in the Port fields, as shown next. Configuring the streaming server profile for Windows Media Services 10 Click any of the publishing points to access Start, Stop, or Delete buttons. Note that on-demand publishing points can only be deleted, and live publishing points can be started and stopped. Admin Tip: Adding Domain Users to the Windows Media Server from Media Manager You can add domain users to the Windows Media server from the Publishing Points Authorized Users dialog by manually entering the domain username in the field at the bottom of the list of local users. Polycom, Inc. 99

100 Configure the Streaming Server Profile for IIS Media Services Using Media Services Agent, you can configure a streaming server profile for pushing Live Smooth Streaming content from the IIS Media Services server. You can manage the Live Smooth Streaming publishing points and start or stop streaming using the new Manage page in RealPresence Media Manager software, and without needing to open IIS Manager on the streaming server. The RealPresence Media Manager software looks for the Live Smooth Streaming files (with the.isml extension) in the Media folder that Media Services Agent creates when it is installed on the IIS Media Services server. For more information about Polycom Media Services Agent (MSA), see Install Media Services Agent. To set the server type to IIS Media Services: 4 5 In the Network Resources panel, click to expand Server Profiles. Right-click the streaming server profile you want to configure and choose Properties. 3 In the Details tab of the Work Area, select Polycom Streaming from the Server Type list. This opens the streaming server section. 4 From the Streaming Server Type drop-down list, select IIS Media Services. 5 On the Polycom Media Services Agent tab, in the URI field, enter the URI for the Media Services Agent on the server. 6 Enter a Username and Password and click Save. Setting the server type to IIS Media Services Polycom, Inc. 100

101 To configure the streaming server profile for IIS Media Services: 1 In the Network Resources panel, click to expand Server Profiles 2 Right-click the streaming server profile you want to configure, and choose Manage. 3 On the Manage page, click the publishing point you want to manage, as shown in the following figure. The filename, Full Path, Type (Live or On Demand), and Status (Idle, Starting, or Running) is shown. 4 Click the Start button, Stop button, Shut Down button, or Delete button. Start Stop Shut Down Delete 5 Click the Refresh button if you need to refresh the list of publishing points and display any publishing points that have been created on the IIS Media Services server. Timesaver: Right-Clicking the Publishing Point Nodes You can right-click each publishing point node to access the Refresh, Start, Stop, Shut Down, and Delete buttons. Setup IIS Streaming with SSL Server You can configure smooth streaming over HTTPS and encoding over HTTP with RealPresence Capture Station and RealPresence Media Manager. To set up RealPresence Media Manager to MSA only: 1 Create the SSL content server on the MSA using the SSL URL. 2 Create the SSL IIS streaming server on the MSA using the SSL URL. 3 Create a SPOOF streaming server on the MSA, without using the SSL URL. 4 Create a distribution profile. a Add both the SSL streaming and non-ssl streaming IIS servers. b Add the SSL content server and save. Polycom, Inc. 101

102 5 Create a new content source profile for the SSL content server. 6 Create a new content creation profile. a Add a distribution profile for the SSL servers. b Add a content creation profile for the SSL content. 7 Map the destination category if desired. 8 Run the RealPresence Capture Station Wizard. a Select the SSL content creation profile and click Next. b Select the SSL content server for the content server profile and click Next. c Select the SPOOF IIS Media Services for Live and On Demand server profiles for Media Servers and click Next. d Click Configuration Complete and click Finish. 9 Publish your presentation. To set up RealPresence Media Manager to default MSAs only: 1 Leave the default profiles as is. 2 Add the SPOOF SSL defaults. a On the SPOOF SSL default content server, set the Method to URL and enter the HTTPS URL in Path. b On the SPOOF SSL IIS streaming server, enter the HTTPS Live and On Demand URLs in the Streaming tab. Set the Method to URL and enter the HTTPS URL in Content Source Access. 3 Create a new distribution profile for SSL streaming. a Add the following to both the Live and VOD servers: Locations Default IIS Smooth Streaming Server SSL SPOOF IIS Default b Set the content to the Default Content Server. 4 Create a new content source profile for the SPOOF SSL content. a Select Scan Server as the Type. b Select SSL SPOOF Default Content Server as the Server Profile. 5 Create a new content creation profile. a In Associated Profiles, add a new distribution profile created with the default and SPOOF steraming profiles. b Add a new content creation profile using the SPOOF SSL content server profile. c Add a destination category if desired. 6 Start RealPresence Capture Server and Encoder Control. 7 Run the RealPresence Capture Server Wizard. Polycom, Inc. 102

103 a Select the SSL content creation profile and click Next. b Select Default Content Server for the content server profile and click Next. c Select Default IIS Media Services for Live and On Deman server profiles for Media Servers and click Next. d Click Configuration Complete and click Finish. NOTE: Slides will not come over using HTTPS. If the user is having problems connecting, you can verify the connection in the config files. To verify connection in the config files: 1 Open the web.config file in the portal folder. 2 Go to the bottom of the web.config file and remove <!-- and --!> from following two lines: <endpoint address="" binding="basichttpbinding" bindingconfiguration="importbindingssl" contract="accordent.contracts.amms.importservices.iurlimportservice" name="wshttp_urlimportservice"/> <endpoint address="" binding="basichttpbinding" bindingconfiguration="basichttpbindinguploadservicessl" contract="accordent.contracts.amms.importservices.iurluploadservice" name="basichttp_urluploadservice"/> Portal bin = C:\inetpub\wwwroot\Polycom\RealPresence Media Manager\Portal\bin Admin bin = C:\inetpub\wwwroot\Polycom\RealPresence Media Manager\AdminServices\bin Scheduler = C:\Program Files (x86)\polycom\realpresence Media Manager\SchedulerService Configure Location Profiles A location profile is a set of information that defines where a portal user is arriving to the portal from. RealPresence Media Manager software uses location profiles with distribution profiles to help deliver content to users in the most efficient way. By configuring location profiles, you can improve the video quality of media streamed to them, as well as investigate viewer activity by location in generated reports. You can configure the location profile settings to serve content to users from the most efficient destination endpoints based on their locations. Locations can be defined by subnet, IP range, or Classless Inter- Domain Routing (CIDR). If a user arrives at the portal over an intranet, you can configure the RealPresence Media Manager software to use local streaming servers or a Media Manager Content Distribution Network (CDN) to stream media to them. If a user arrives at the portal over the Internet, you can configure the RealPresence Media Manager software s location profile to use an external CDN to stream media. For example, if a user with an IP address that the location profile defines as being in Los Angeles visits a portal, RealPresence Media Manager uses the distribution profile to serve content from the closest server, which may be part of a CDN designated for Los Angeles traffic. Polycom, Inc. 103

104 To configure a location profile: 1 In the Network Resources panel, click to expand Location Profiles. Then click New. 2 In the Location Profile: New tab, open the Details tab, as shown next. 3 Enter a Name and Description for the new location profile. 4 In the Available In These Portals section, select the Select All check box to apply the location profile to all portals, or select each portal individually. Click the Refresh button if you need to update the list of portals shown. 5 In the Addresses section, select an input type: Subnet IP Range CIDR 6 Click New, and then click Save. Configuring a location profile To edit or delete a location profile: 1 In the Addresses section of the Location Profile: New tab, select the location profile you want to edit or delete. 2 Do one of the following: Click the Edit button, and then edit the fields. Click the Delete button to delete the location profile. 3 Click Save. Polycom, Inc. 104

105 Configure Distribution Profiles A distribution profile is a set of information that defines how RealPresence Media Manager software distributes and routes content to users through various servers and networks that you configure. RealPresence Media Manager software uses distribution profiles to determine which set of servers will serve or stream media to users at different locations and in which order as the users view content in the portal. Using distribution profiles, you can configure the servers for single or multiple roles for routing and distribution. Assign Servers to Location Profiles in the Viewer Routing Tab. When configuring a distribution profile, you assign servers to a location profile in the Viewer Routing tab. To assign servers to location profiles: 1 In the Network Resources panel, click to expand Distribution Profiles, and then click New. 2 In the Viewer Routing tab, shown next, in the Location Profiles section, click Resource Control to add location profiles you want to configure viewer routing for. 3 In the Network Resources panel, select a profile from the Location Profiles list and click the Add button in the Work Area. 4 In the Live and Rebroadcast Servers, On Demand Servers, and Content Server sections, click Resource Control to assign server profiles to the location profile. 5 In the Network Resources panel, select a profile from the Server Profiles list, and then click Add in the Work Area. Assigning servers to location profiles Polycom, Inc. 105

106 6 Click Save. Configure CDNs in the Distribution Tab When configuring a distribution profile, you add Content Distribution Networks in the Distribution tab. To configure CDNs for a distribution profile: 1 In the Network Resources panel, click to expand Distribution Profiles, and then click New. 2 In the Distribution tab, shown next, click the New CDN button. 3 Select a CDN type from the list (in the example Polycom CDN is selected): Azure CDN Blue Coat CDN Cisco CDN Polycom CDN 4 In the CDN section, add Live Servers and On Demand Servers in the appropriate fields for streaming servers or content servers. To do this, in the Network Resources panel, select a server profile, and then click the Add button in the Streaming Servers tab or the Content Servers tab. 5 Add new CDNs and delete existing CDNs by clicking the New CDN and Delete CDN buttons. 6 Click Save. Configuring CDNs Polycom, Inc. 106

107 Configure Content Source Profiles Content source profiles are sets of information that RealPresence Media Manager software uses to define the content s source and how it will access the content. A content source profile defines the IP address or Fully Qualified Domain Name (FQDN), a unique station ID, and login credentials. Configure a Scan Server Content Source Profile The RealPresence Media Manager software s content scan import process uses server information provided by the scan server content source profile to locate content and import it into the library. To configure a content source profile for a scan server: 1 In the Network Resources panel, click to expand Content Source Profiles, and click New. 2 In the Details tab in the Work Area, shown next, enter a Name and Description. 3 In the Available In These Portals section, select the portals in which you want to make this content source profile available. 4 In the Type drop-down list, select Scan Server. 5 In the Server Profile drop-down list, select a server profile. 6 Click Save. Configuring a content source profile Polycom, Inc. 107

108 Configure a Capture Station Content Source Profile The RealPresence Media Manager software s content import and event schedule process uses server information provided by the RealPresence Capture Station content source profile to locate RealPresence Capture Station Pro appliances and their content and import it into the library. The RealPresence Capture Station content source profile is also used by RealPresence Media Manager software s Event Scheduler to start and stop a RealPresence Capture Station Pro appliance. To configure a content source profile for a RealPresence Capture Station Pro appliance: 1 In the Network Resources panel, click to expand Content Source Profiles, and click New. 2 Enter a Name and Description, and select the portals in which you want to make this content source profile available. 3 In the Type drop-down list, select Polycom RealPresence Capture Station. 4 Enter the Station ID and Station URL of the RealPresence Capture Station appliance for which you are configuring the content source profile. The Station ID is a unique name or number assigned to a RealPresence Capture Station appliance. For example, a Station ID could be Room 303 if the appliance is located in training room Enter a Poll Rate. 6 In the Profiles section, click Refresh if you need to see a list of profiles on the RealPresence Capture Station appliance identified by the Station ID and Station URL. You can use these profiles as alternates when scheduling RealPresence Capture Station Pro events. 7 Click Save. Note: RealPresence Capture Station Profiles Must Be Configured for RealPresence Media Manager Software To configure a content source profile for a RealPresence Capture Station Pro appliance, the appliance must be configured for integration with RealPresence Media Manager software and connected to the network. See the Polycom RealPresence Capture Station Pro Administrator s Guide for more information. Create and Configure Content Creation Profiles Content creation profiles associate content with portal categories, permissions, and other details that enable portal users to access and interact with the content. To create a new content creation profile: 1 In the Network Resources panel, click to expand Content Creation Profiles, and click New. 2 Enter a name and description for the new content creation profile. 3 Select the portals you want the new content creation profile to be available in. 4 Click Save. Polycom, Inc. 108

109 To configure an existing content creation profile: 1 In the Network Resources panel, click to expand Content Creation Profiles. 2 Right-click the content creation profile you want to configure and choose Properties. 3 In the Details tab, edit the Name and Description fields, and select which portals the content creation profile will be available in. 4 In the Associated Profiles tab, shown next, select a profile from the Distribution Profile dropdown list. 5 To associate any content source profiles, click Resource Control in the Content Source Profiles section, and in the Network Resources panel click the content source profiles; then click Add. Polycom, Inc. 109

110 6 To allow content to expire, enable the Expire Content check box. In this section, you can also enable the Expire Content from Edge/Media Services Agent only if you want content to only expire from the MSA. Enter the number of days that the content will expire after creation, and enable the Send notification when the content expires check box to send out notifications of content expiring. Polycom, Inc. 110

111 7 In the Approvers tab, shown next, click Resource Control, and in the Users & Groups panel click the admin users you want to designate as content approvers. Then click Add. 8 In the Content Permissions tab, shown next, click Resource Control, and in the Users & Groups panel, click the users and groups to which you want to grant permissions; then click Add. 9 In the User/Group s Permissions section, set the permissions for each user or group. Polycom, Inc. 111

112 10 In the Thumbnails tab, shown next, select the Enable Thumbnail Generation check box if you want to use content thumbnails on your portal. Select the thumbnail properties, including Width, Number of Thumbnails, Thumbnail Server, Start Time and End Time, and Thumbnail Assignment. 11 In the Transcode tab, shown next, select the Enable Transcoding check box and select a Transcode Method from the list. Polycom, Inc. 112

113 12 Select each Device Profile check box for the devices you want to transcode for and select a Destination Server from the drop-down list. 13 In the Metadata tab, click New Metadata Rule. 14 Click to expand the RAMP Default section and enter a Rule Name. 15 In the Metadata Service Providers section, choose a provider, such as RAMP. (You need to have a valid Metadata Provider license and an account with RAMP to complete the RAMP configuration. For more information, see Configure RAMP.) 16 Click Save from within any of the tabs. Polycom, Inc. 113

114 Configure Portal Authentication You can configure the authentication settings for a portal in the RealPresence Media Manager Admin Tool. To configure portal authentication settings: 1 In the Portal Administration panel, right-click your portal and choose Properties. 2 In the Authentication Profiles tab, do one of the following: Click to expand the authentication profile you are using, such as the Default Forms Authentication Profile Click the New Authentication Profile button to create a new profile. 3 In the Custom Fields section, add or edit any custom authentication fields. To edit a field, click an existing custom field and then click Edit. Enter a Name and Description for the field, select a Data Type from the list, and then click OK. To create a new field, click New and enter a Name and Description for the custom field. Select a Data Type from the list and then click OK. Polycom, Inc. 114

115 4 In the Authentication Types section, click New. Then select a type from the Types list. In this example, Forms is selected. Then enter the authentication field details for the type. For more information about configuring Lightweight Directory Access Protocol (LDAP), see Configure LDAP in RealPresence Media Manager Software. 5 If single sign-on is enabled, select the Use Single Sign On check box, as shown. Then enter Field Names and select the Field Type and Action for each field. For more information about configuring single sign-on, see Configure Single Sign-On in RealPresence Media Manager Software. 6 In the Options section, shown next, select any options that apply. To grant access to anonymous users, select the Allow Anonymous Access check box. 7 Click Save. Set Up Anonymous User Access RealPresence Media Manager software supports anonymous users who can navigate and view ondemand or live video streams configured to allow anonymous access in the portal. The RealPresence Media Manager portal does not display user-specific data such as tracking, recently viewed, or usergenerated content for anonymous users. The built-in anonymous user is automatically a member of the Everyone group. Be sure to check this user s privileges when using Anonymous access. Polycom, Inc. 115

116 Admin Tip: Integrated Windows Authentication and Anonymous Mode You cannot use Integrated Windows Authenication (IWA) with Anonymous Mode. To enable anonymous access: 1 In the Portal Administration panel, right-click your portal and choose Properties. 2 In the Authentication Profiles tab, shown next, do one of the following: Click to expand the authentication profile you are using, such as the Default Forms Authentication Profile. Then go to step 3. Click the New Authentication Profile button to create a new authentication profile. 3 In the Options section, select the Allow Anonymous Access check box, as shown next. 4 Choose one of the following options: Clear the Bypass Login Screen check box, and the user sees an option to log in anonymously in the portal login dialog. Select the Bypass Login Screen check box, and the user can view the portal without logging in anonymously. A Login button is available on the portal. 5 Click Save. Polycom, Inc. 116

117 Configure LDAP in RealPresence Media Manager Software Lightweight Directory Access Protocol (LDAP) is used by an application such as RealPresence Media Manager software to access and maintain distributed directory information services over an Internet Protocol (IP) network. RealPresence Media Manager software uses LDAP to enable authentication and authorization based on a company s existing directory services. You can configure RealPresence Media Manager software to enable users to log in to portals using their existing company username and password. You can also configure RealPresence Media Manager software to use LDAP security groups to provide permissions for category and content viewing. Using LDAP, RealPresence Media Manager software interoperates with the following (untested) directory services: Microsoft Active Directory Sun Directory Server Novell edirectory Oracle Internet Directory Siemens Directory Apache Directory Red Hat Directory Server IBM Lotus Domino Enable LDAP Your first step is to enable LDAP on the Manage License tab. Then you can configure LDAP settings on the Properties page for each portal using authentication profiles. To enable LDAP: 1 In the Portal Administration panel, right-click the Media Manager Root and choose Properties. Polycom, Inc. 117

118 2 In the Manage License tab, shown here, in the Default Portal section, select the LDAP check box. 3 Click Save. To configure LDAP settings: 1 Launch the RealPresence Media Manager Admin Tool and log in. 2 In the Portal Administration panel, right-click the portal you want to enable LDAP for, and choose Properties. 3 In the Authentication Profiles tab, click to expand the portal authentication profile in which you are enabling LDAP. Polycom, Inc. 118

119 4 In the Authentication Types section, click New and select LDAP to add it to the Types field. 5 Click Save. Add an LDAP Connection Once you have added LDAP as a new authentication type, you can add an LDAP connection. To add an LDAP connection: 1 In the Authentication Types section of the Authentication Profiles tab, click the LDAP type you added in step 4 of the previous procedure. 2 Right-click Connections and choose New Connection 1, as shown. 3 Click to expand Connections and New Connection 1. Polycom, Inc. 119

120 4 Click New Connection 1 to open the LDAP properties panel, as shown. See the Definitions of LDAP Connection Properties table for descriptions of the LDAP properties. You can also click each property to display a description below the properties list. 5 Enter the following information: LDAP Name LDAP Path Service Account Username Service Account Password 6 Click + next to the LDAP name. 7 Click + next to Static Fields. Static Fields are used to map the names of the user attributes held in RealPresence Media Manager to those used by the LDAP Directory Service, in this case, Active Directory. 8 In the following map field textboxes, type the following parameters exactly as shown: First Name: givenname Group Memberships: memberof Last Name: sn Address: mail User ID: SAMAccountName Polycom, Inc. 120

121 9 Click the arrow next to Test your LDAP Setup (if collapsed) and enter the user name and password and click Test LDAP Connections. You should have a successful connection. 10 Open up a browser and enter a valid user name and password to verify the connection to the LDAP. 11 Click Save. Definitions of LDAP Connection Properties Property Account Name Lookup Authentication Type Authentication Prefix Name Authentication Suffix Authentication Type Incoming User Id Field Lookup Method Path Definition The default is Secure. Use the default for Active Directory. Use Secure Sockets Layer for Single Sign On. If required, enter the authentication prefix users use for their Windows logins (for example, DOMAIN\). The name of the LDAP connection. If required, enter the authentication suffix users use for their Windows logins (for The default is Secure. Use the default for Active Directory. Use Secure Sockets Layer for Single Sign On. The LDAP user ID. The default for Active Directory is SAMAccountName. Use the default. The path to your LDAP system (for example, LDAP//example.polycom.com/DC=example,DC=Polycom,DC=com). Port The port your LDAP system uses. The default is 389. Service Account Username A limited-permissions service account that can authenticate against the LDAP and then verify other users credentials. Polycom, Inc. 121

122 Property Service Account Password User Filter SSL Certificate Path Aliases Static Fields Custom Fields Groups Definition A limited permissions service account that can authenticate against the LDAP and then verify other users credentials Used to filter search results and is not necessary for AD. Indicates where to find the SSL certificate in some scenarios for which Secure Sockets Layer authentication is used. Used only in AD implementations to use an authenticating user s domain prefix to map to a connection. Used to map user values in LDAP into static fields in the authentication profile. Enter any company information you want to include. Enter additional data used to map user values in LDAP into custom fields defined in the authentication profile. Allows groups to be created and mapped to existing groups within LDAP. Enable Integrated Windows Authentication If you are using Integrated Windows Authentication (IWA), portal users domain credentials (the same credentials that they use to log in to their PCs) are passed to the RealPresence Media Manager web server and authenticated against Active Directory. To use IWA, the RealPresence Media Manager web server must be registered on the domain, and the users must be logged into the domain. If a user accesses the portal without logging in to their PC with their domain credentials, the default login screen will display. You enable IWA in the Authentication Profiles tab. To enable IWA in RealPresence Media Manager software: 1 In the Portal Administration panel, right-click the portal you want to enable IWA for, and choose Properties. 2 Click the Authentication Profiles tab. 3 In the Authentication Types section, select the Enable Integrated Windows Authentication check box. 4 Click Save. Admin Tip: Enabling Integrated Windows Authentication You must enable Integrated Windows Authentication (IWA) in IIS before enabling it in RealPresence Media Manager software. IWA also requires you to set up an alias, and that the server be a member of the domain you are authenticating users against. You cannot use Anonymous mode with IWA. Polycom, Inc. 122

123 Configure Single Sign-On in RealPresence Media Manager Software The single sign-on (SSO) feature enables portal users to log in to their organization s account and access RealPresence Media Manager portals without the need to log in to the portal specifically. SSO is a webbased authentication system. When using SSO, users access the RealPresence Media Manager portal and are redirected to a webbased authentication server. After authentication, the users are redirected back to the RealPresence Media Manager portal with a cookie, host header, and a token indicating they have been authenticated and are logged in with the credentials used by the web-based authentication server. To configure your RealPresence Media Manager software for a basic SSO setup: 1 Launch the RealPresence Media Manager Admin Tool and log in. 2 In the Portal Administration panel, right-click the portal you want to configure SSO for and choose Properties. 3 In the Authentication Profiles tab, click to expand the portal authentication profile in which you are enabling SSO. 4 In the Single Sign On section, select the Use Single Sign On check box and click New. 5 Complete the following fields: Field Name Enter a name for the SSO field being passed from the authentication server. Polycom, Inc. 123

124 Field Type Define how the SSO information will be passed to the RealPresence Media Manager software. Options include cookie, header, post, and query string. Encrypted This field indicates whether or not the value for this field will be encrypted when the RealPresence Media Manager software receives the request. When you select Encrypted, select an encryption type and enter an encryption key that matches the initialization vector (IV). The IV value must be mapped and passed via cookie, header, post, or query string if any field is encrypted. For example, the URL might be Note that 256-bit AES is the standard encryption. Action Select an action that is performed for each field: Populate Field Passes the field to value in authentication Validate OAuth Signature Validates the correct OAuth signature when passed to RealPresence Media Manager software Validate Timestamp Enables you to set field validation within a time frame Validate Value Enables you to set a value that must be validated to allow access 6 In the Validation Error Handling area, select one of four options: display standard Media Manager error page Display a generic RealPresence Media Manager branded message informing the user that the validation value has failed. display the following error text Enter custom text that will be displayed to the user. forward to the referrer url defined above Define a field to populate the referrer URL. The RealPresence Media Manager software will forward the failed request to the value populated in the referrer URL. Polycom, Inc. 124

125 forward to the following Url Enter a URL; failed requests will be forwarded to this URL. 7 Click Save. Polycom, Inc. 125

126 Configure the RAMP MediaCloud Speech to Transcript Module RealPresence Media Manager version 6.7 includes the Media Analytics Framework feature. This feature enables you to integrate metadata analytics from your media content in presentations as speech-to-text transcriptions, enhanced search capabilities, and metadata summary reports using third-party services. The RAMP MediaCloud Speech to Transcript module integration is available with the Metadata Integration license. You need to register an account with RAMP to complete this configuration. You can enroll in RAMP services by visiting the following URL: Once configured, any content that uses the content creation profile you have enabled RAMP MediaCloud in, will be sent to RAMP servers, processed and returned as editable text metadata. The process is dependent on RAMP for turnaround time. The RealPresence Media Manager Scheduler Service scans for returned text metadata and adds it to the metadata tab in the portal when it is available. For more information about using speech-to-transcription results in the portal, see Use the Transcript Tab to View and Speech-to-Transcription Results. RAMP supports the following file types: avi (video) flv (video) m4v (video) mov (video) mp4 (video) mpe (video) mpeg (video) mpg (video) rm (video) wmv (video) m4a (audio) mp3 (audio) ram (audio) wav (audio) wma (audio) You need to configure the RAMP Media Cloud Speech to Text module in the RealPresence Media Manager Admin Tool before content will be sent for processing. To configure the RAMP Media Cloud Speech to Text module: 1 Check for a valid Metadata Integration license. 2 Add a server profile for the metadata provider. Polycom, Inc. 126

127 3 Add a rule to the content creation profile you are using for RAMP content. Check the Metadata Integration License Before you configure the RAMP Media Cloud Speech to Text module, make sure that a valid Metadata Integration license activated on your RealPresence Media Manager software. To check the license: 1 Launch the RealPresence Media Manager Admin Tool and log in. 2 Right-click the Media Manager Root node and select Properties. 3 In the Manage License tab, locate Metadata Integration. If your license is valid, the right column will show Never Expires. Add a Server Profile for the Metadata Provider After you ve confirmed that the Metadata Integration license is valid, you can add a server profile to use for the content you want to send to RAMP or another metadata provider. To add a server profile: 1 In the Network Resources panel, under Server Profiles, click New to add a new server profile. 2 In the Details tab, enter a name for the new server profile in the Name field. 3 Select the portals in which you want to enable RAMP metadata. Click Refresh if you need to refresh the list of available portals. Polycom, Inc. 127

128 4 In the Server Type drop-down list, select Metadata Provider, as shown next. 5 In the Metadata Provider Server Type section, select RAMP from the drop-down list. (Note that RAMP is the only option that appears in the list until additional third-party metadata providers are engaged by Polycom.) Polycom, Inc. 128

129 6 In the Server Connection section, click Generate New Keys, then click Yes to confirm that you want to generate new keys, or click No to cancel. 7 Copy the Key ID, Private Key, and Public Key into a text file and send the file to the address provided by your RAMP representative. RAMP uses these keys to identify and authenticate the content when RealPresence Media Manager sends it for processing. If you generate new keys for an existing RAMP account, you need to register the new keys with RAMP before you can use the server profile in which you are generating the keys. 8 Back in the Details tab, enter the RAMP Customer ID and Source ID that were provided by RAMP when you registered for the service at Polycom, Inc. 129

130 9 Enter the RAMP Passport URL and Notary URL that were provided by RAMP when you registered for the service. The URLS are fixed as follows: Click Test Service to verify your connection to RAMP. A Success! message displays if your connection is valid. 11 In the Language(s) section, check the available languages you can use to send content to RAMP. You set up the supported languages for your RAMP account when you registered. These languages will populate this list. Click Refresh to display the available languages. Note that languages include sectors within the chosen language. For example, within English, you can select General English, Financial, or Technology (see Add a Rule to the Content Creation Profile) to refine the speech-to-text conversion process. 12 Click Save to save all your settings. Polycom, Inc. 130

131 Add a Rule to a Content Creation Profile Next, add a rule to the content creation profile. To add a rule to a content creation profile: 1 In the Network Resources panel, choose Content Creation Profiles. Then do one of the following: Select an existing content creation profile. Click New to add a new content creation profile. Then, in the Details tab, enter the profile s Name and select the portals in which you want to make it available. (For more information about configuring the content creation profile, see Create and Configure Content Creation Profiles.) 2 In the Metadata tab, click New Metadata Rule. 3 Enter a Rule Name for the new rule. 4 In the Metadata Service Providers section, select a profile from the RAMP Server Profiles list. Click Refresh to update the list of available RAMP-enabled server profiles if necessary. Polycom, Inc. 131

132 5 Select a Language for the RAMP server profile. 6 In the Sources section, select the content you want to send to RAMP for processing. Select one of the following options: Apply to all content All content on the portal is sent to RAMP for processing. If you select this option, skip to step 13. Apply to only content coming from these sources Select specific sources of content to send to RAMP for processing. Then follow the remaining steps. 7 In the Sources section, click New Source and select Polycom RSS4000/Capture Servers VRRs as your content source. 8 Select RSS4000s or RealPresence Capture Servers from the drop-down list. Click Refresh to refresh the list of available sources. Polycom, Inc. 132

133 9 Select the check box next to the Polycom RSS 4000 or RealPresence Capture Server you want to enable RAMP for. 10 In the Sources section, click New Source and choose Scan Paths to select specific content servers. Click Refresh and select the scan servers you want from the list. 11 In the Scan Paths section, do one of the following: Select All content. Select Only these specified paths to restrict RAMP processing to content located at specified paths. Then click New Path and enter the path in the field. Repeat this step to enter multiple paths. 12 You can also create a path exception to include a path, but exclude a specific folder from RAMP processing. To do this, click New Path Exception and enter the path you want to exclude from RAMP processing within the specified paths. 13 Click the Enable on User Generated Content check box to send all user-generated content in the portal to RAMP for processing. Polycom, Inc. 133

134 14 Click Save. Viewing the Status of Content Being Processed by a Metadata Provider To view the status of content being processed by a Metadata provider: 1 In the Network Resources panel, choose Server Profiles. The Pending Metadata Contents tab displays the list of content that is being processed for metadata and the state of that content. The Transcode Status column identifies the status of the transcoding process. Possible states are Pending, Processing, or Completed. When the transcoding process is complete, the content is sent to the provider. The Provider ID field is populated and the Check Provider Status button is available when the provider has acknowledged receipt of the content. 2 Click Check Provider Status to query the provider for the content s current status. The field next to the Check Provider Status shows the state of the query. Possible states are Queued, Processing, or Completed. When the query process is complete, the state will be Completed and the View Results button appears. Polycom, Inc. 134

135 3 Click View Results to view the raw results of the query. The results are selectable so they may be copied into another application as required. 4 Click Refresh to update the status of the remaining content. Content that has successfully completed is not displayed. Generating a Metadata Summary Report for RAMP Generate a RAMP Metadata Summary Report from the RAMP-enabled server profile. To generate a report for RAMP, see Generate Media Analytics Framework Reports. Polycom, Inc. 135

136 Install in RealPresence Media Manager Software You can configure RealPresence Media Manager software to send messages to alert you of the following conditions: When users register for events When new users self-register System alerts Pending tasks The RealPresence Media Manager software s feature uses Simple Mail Transfer Protocol (SMTP). Install and Configure the Service You can install and configure the service through the RealPresence Media Manager Admin Tool. To configure the outgoing settings in RealPresence Media Manager: 1 Launch the RealPresence Media Manager Admin Tool and log in. 2 In the Portal Administration panel, right-click the Media Manager Root and choose Properties. 3 On the System Settings tab, in the Settings section, enable the Enable Media Manager to send s check box. 4 Enter the following information (fields with * are required): *From Address From Name * s per second *Maximum retries on error *Minutes between retries Delivery format Select from Seven Bit or International Delivery method Choose your preferred delivery method for s User default credentials Enable this check box to enter your STMP server information Username Password Confirm Password Enable SSL Enable this check box to enable SSL for your service *Host *Port Target name Polycom, Inc. 136

137 Generate notifications for the following events: Enable the check boxes for the following event scenarios User completes a test Content is expiring Content is imported that requires approval Capture Station is unavailable Server is unavailable or has reached a critical threshold Distribution error occurs Scheduled service error occurs 5 Click Save. 6 In the Portal Administration panel, right-click your portal and choose Properties. 7 On the Details tab, shown next, in the Settings section, enter the following information: Polycom, Inc. 137

138 *From Address From Name Generate notifications for the following events: User completes a test that requires grading 8 Click Save. Test Your Installation After installing and configuring the outgoing service in RealPresence Media Manager software, you can test the configuration by sending an from the system. To send a test notification using the outgoing service: 1 In the Scheduling panel, click New to open the Event tab in the Work Area, shown next. Polycom, Inc. 138

139 2 Select Notification from the Event Type drop-down list. 3 Enter text in the Subject and Body fields. 4 To select a recipient address, in the Send to additional users section, click Resource Control. 5 Select users or groups from the list in the Users & Groups panel, and click Add, as shown next. 6 Send the test message to a known address so you can see the results immediately. Polycom, Inc. 139

140 7 To associate the notification with an upcoming event, click Resource Control next to the Upcoming Event field. Expand the portal node, select an Upcoming Event from the list, and then click Add. Polycom, Inc. 140

141 Generate Reports As an administrator, you ll often generate reports of your RealPresence Media Manager software s activity. Your reports can provide detailed views into the use of RealPresence Media Manager software, including information about how users access content, how long they view it, if they experience network issues, and more. You can use reports to assess how effectively your content reaches your audience and help you develop improvement strategies. This section explains RealPresence Media Manager software s report options and shows you how to generate reports. Reporting in RealPresence Media Manager software is contextual, providing different views of content depending on where you run the report. For example, if you run a report on content located in a particular portal category, details about views of that content in that location are displayed. If you run the report on the same content from the Library Content panel, the report will summarize the views of all the content across the entire system. Summary reports are top-level reports. From summary reports, you can create more detailed reports by clicking the Related Reports link at the bottom of the summary report. Related reports provide different views in varying levels of detail about the object of interest. Admin Tip: Connect RealPresence Media Manager Software to SSRS To generate reports, you need to connect the RealPresence Media Manager software to the Microsoft SQL Server Reporting Services (SSRS) server. For more information about installing and configuring SSRS, see the Polycom RealPresence Media Manager Software Edition Installation Guide. Run Reports Reports provide detailed views of how users are accessing content, how long they are viewing it for, whether they are experiencing network problems, and more. Using reports, you can assess the effectiveness of your content delivery and improve your content management strategy. Reports can help you can increase the RealPresence Media Manager web portal s impact on your enterprise. See Generate Reports to learn how to generate reports. Generate Reports Using the Media Manager Admin Tool To generate reports, connect the RealPresence Media Manager software to the Microsoft SQL Server Reporting Services (SSRS) server. Once you have installed and configured SSRS on all the applicable servers, you can generate reports using the RealPresence Media Manager Admin Tool. To generate a report on a portal, category, or content from the Portal Administration panel: 1 Launch the RealPresence Media Manager Admin Tool and log in. Polycom, Inc. 141

142 2 In the Portal Administration panel, right-click the portal, category, or content you want to generate a report for, and then choose Content Summary Report. 3 In the Reports Content Summary window, shown next, select a top-level filter from the Report Filters list. 4 Depending on the filter you select, you can select a value from the next list. (See Add Filters for more information.) 5 Click the Add Filter button to add the filter to your report. If you change your mind, click the Remove Filter button to remove a filter you have added. Select report options in the Content Summary window 6 Click the Generate Report button. 7 In the Related Reports section, click a link to view detailed reports with additional information. Related reports can contain the following information: Views (Per Content) Viewers (Per Content) Region/Location Bitrate Length Viewed Moderated Questions (Per Content) Report Features Graphs Filters Sorting Polycom, Inc. 142

143 Display Graphs You can create graphs for various reports when a visual representation of the data is appropriate. For example, the following Length Viewed Report graph displays the number of viewers who watched the content for specified amounts of time in percentages. This graph helps you make a quick assessment of the effectiveness of the particular video. Create graphs in reports Add Filters In the Report Filters section of the Reports Content Summary window, you can select and define filters to refine the report you are viewing. Filters are context-sensitive, displaying pertinent items for filtering the selected report. For example, when a report displays the view information of content, the report can be filtered by Quality of Service (QoS) values such as packet loss and times buffered, as well as by region. Sort Reports You can sort reports using the up and down arrows on specific columns of data. Toggle between ascending and descending sort order by clicking the arrows in each column. Selecting an additional sort selector will cancel the sort of the first column and activate it on the new one. Polycom, Inc. 143

144 Report Types Content reports Users and groups reports Content Reports Content Reports are reports run on content objects in both the Portal Administration panel in their assigned categories and in the Library Content panel. These reports are context specific, so when you run a Content Report against content in a category in the portal, the report reflects the usage of that content in that location. When you run a Content Report from the Library Content panel, the report reflects the total usage of that content in all locations in the portal or portals. Content Summary Report The Content Summary Report displays a summary of statistics for the selected content. The report includes total viewers, current viewer, bandwidth averages, and basic QoS information. It is run from any node in the Portal Management panel or from a bundle or content in the Library Content panel. See the following figures for examples of Content Summary Reports. Polycom, Inc. 144

145 Root Node or Portal Node Content Summary report Certificate Content Summary report Polycom, Inc. 145

146 Document Content Summary report Image Content Summary report Link Content Summary report Polycom, Inc. 146

147 Presentation Content Summary report Stream Content Summary report Polycom, Inc. 147

148 Survey Content Summary report Test Content Summary report Views Report (per Content) The Views Report (per Content) displays a list of statistics for all the times the selected content has been viewed. Details about the viewer and the actual view of the content, including details about the quality, are included in this report. Run this report from the Content Summary Report. Polycom, Inc. 148

149 Viewers Report (per Content) The Viewers Report (per Content) displays a list of viewers who have viewed the selected content. Details about how many times an individual has viewed the content and the averages of their QoS statistics are included. Run this report from the Content Summary Report. Polycom, Inc. 149

150 Views Report (per Content, per Viewer) The Views Report (per Content, per Viewer) displays a list of times the selected viewer has viewed the selected content. Like the more general Views Report, details about the length of viewing and the QoS of the individual view is displayed, but is further filtered by the particular viewer. Run this report from the Viewers Report (per Content). Region Location Report The Region Location Report displays a list of regions and how many views from each region for the selected content. The administrator is also able to refine the report to locations within regions and then into individual subnets that make up a location. A chart detailing the locations accompanies the list. Run this report from the Content Summary Report. Polycom, Inc. 150

151 Polycom, Inc. 151

152 Bitrate Report The Bitrate Report displays a list of the different bitrates that the selected content has been viewed at, with the number and percentage of viewers that viewed at that bitrate. A chart detailing bitrate usage accompanies the list. Run this report from the Content Summary Report. Polycom, Inc. 152

153 Time Increment Report The Time Increment Report displays how many users were viewing live content at selected time intervals (0 10%, 10 20%, and so on) in both a list and graph format. This information is useful when quickly judging the effectiveness and quality of the content. Run this report from the Content Summary Report. Polycom, Inc. 153

154 Length Viewed Report The Length Viewed Report displays the length of time of each view of the content in both list and graph format. It also provides additional details about minimum, maximum, average length and standard deviations in the views. This information is useful to judge if the content is effective and if there may be a common drop off point for viewers. Run this report from the Content Summary Report. Polycom, Inc. 154

155 Viewer On-Boarding Report The Viewer Onboarding Report displays a bar chart of the active viewers, viewers who joined, left and joined and left (transient viewers) during each time increment. Run this report from the Content Summary Report. Viewers Report (per Test) The Viewers Report (per Test) displays a list of all users who have taken this test. Details about how many questions were answered correctly and the pass/fail status are included. Run this report from the Content Summary Report. Polycom, Inc. 155

156 Test Results (per Viewer) The Test Results (per Viewer) report displays a list of all the answers given by a user for the selected test. Run this report from Viewers Report (per Test) or Tests Taken Report. Test Questions The Test Questions report displays a list of all questions and statistics for each answer of the selected test. Specific information about the test question can be used to determine whether the educational materials or individual questions are effective. Run this report from Content Summary Report. Polycom, Inc. 156

157 Question Details The Question Details report displays the statistics of answers selected by users who have taken the selected test. The details show you the percentage of test takers who answered each of the potential answers to questions. Exploring these can help decide what misconceptions need to be addressed in the educational materials. Run this report from Test Questions Report. Polycom, Inc. 157

158 Essay Question Details The Essay Question Details report displays a list of all answers for the selected essay question. Run this report from Test Questions or Survey Questions Reports. Polycom, Inc. 158

159 Test Comparison The Test Comparison Report displays a list of all questions of two tests and statistics of the answers given for those tests. Run this report by selecting both tests and then clicking the Test Comparison Report menu option. Polycom, Inc. 159

160 Test Comparison Viewer List The Test Comparison Viewer List report displays a list of all users who have taken the two selected tests. Run this report from the Test Comparison Report. Test Comparison (per Viewer) The Test Comparison (per Viewer) report displays a list of all the questions for two tests and the answers given by a user for both tests. Run this report from the Test Comparison Viewer List Report. Polycom, Inc. 160

161 Viewers Report (per Survey) The Viewers Report (per Survey) displays a list of all users who have taken the selected survey. Run this report from the Content Summary Report. Survey Results (per Viewer) The Survey Results (per Viewer) report displays a list of all the answers given by a user for the selected survey. Run this report from the Viewers Report (per Survey). Polycom, Inc. 161

162 Survey Questions The Survey Questions report displays a list of all questions and statistics for each answer of the selected survey. Run this report from the Content Summary Report. Polycom, Inc. 162

163 Certificate Issued The Certificate Issued report displays a list of all users to whom this certificate has been issued. Run this report from the Content Summary Report. Moderated Questions (per Content) The Moderated Questions (per Content) report displays a list of all questions asked through the Moderated Q&A. Run this report from the Content Summary Report. Lync Users (per Portal) The Lync Users (per Portal) report displays a list of all users authenticated via Microsoft Lync. Run this report from the Portal Administration root node s Manage License tab. Users and Groups Reports Run User and Group reports from the Users & Groups panel. These reports include all of the activity of the particular user or group across all the portals in which they participate. Polycom, Inc. 163

164 Viewer Summary The Viewers Summary report displays summary and quality of service statistics of all content viewed by a user or group. Specifics about the viewers quality include averages of frame rates, bandwidth, dropped packets, and buffering. Run this report from any user or group in the Users & Groups panel. Polycom, Inc. 164

165 Views Report (per Viewer, Group) The Views Report (per Viewer, Group) displays a summary of the statistics for the selected content, not including tests, surveys, or certificates. Run this report from the Viewer Summary Report. Tests Taken The Tests Taken report displays a list of all the tests taken by a user or group. Run this report from the Viewer Summary Report. Polycom, Inc. 165

166 Surveys Taken The Surveys Taken report displays a list of all the surveys taken by a user or group. Run this report from the Viewer Summary Report. Certificates Earned The Certificates Earned report displays a list of all the certificates earned by a user or group. Run this report from the Viewer Summary Report. Moderated Questions (per Viewer) The Moderated Questions (per Viewer) report displays a list of all questions the user has asked through the moderated Q&A. Run this report from the Viewer Summary Report. User Views (per Group) The User Views (per Group) report displays a summary and QoS statistics of all content viewed by users belonging to the selected group. Run this report is run from the Viewer Summary Report when run on a group. Generate Media Analytics Framework Reports You can generate metadata summary reports on transcription results, such as results from content processed by the RAMP MediaCloud Speech to Transcript module. These reports are based on a metadata-provider enabled server profile. Polycom, Inc. 166

167 To generate a metadata summary report: 1 In the Network Resources panel, right-click a transcription-enabled server profile you want to generate a report for, and then choose Metadata Summary Report. 2 Click Add Filter to refine your report. Options include the following: Date Completed reports the date that the transcription process was completed by the metadata provider, such as RAMP Date Started reports the date that the transcription process was started by the metadata provider, such as RAMP 3 Further refine the report by choosing is after or is before from the drop-down list, and selecting a date. 4 Click Generate Report. Generate a Media Analytics Framework report. Polycom, Inc. 167

168 Media Services Agent The Media Services Agent (MSA) is a server role that can handle distribution of content or function as a streaming server, thumbnail generator, and transcoder. Once you have installed the MSA, you can create a server profile in the RealPresence Media Manager Admin Tool to distribute content through the MSA. In this section, you will learn how to install the MSA for distribution, thumbnailing, and transcoding. For information about configuring the MSA for distribution, see Configure MSA for Distribution. Install the MSA The MSA installer can run in three different modes: new installation, upgrade installation, and new installation with XML. Note: Enable IIS 6 Scripting before installation The installer uses VBScript to get data from the registry, installer database and IIS, so make sure you have enabled IIS 6 Scripting before running the installer. New Installation The RealPresence Media Manager includes one pre-installed MSA. The MSA 6.7 has a new intelligent installer that confers with RealPresence Media Manager on how it is configured with the RealPresence Media Manager system. You can install MSA on IIS running on Windows Server 2008 R2, with or without Windows Media Services, and Windows Server Before installing MSA, you need the following: Media Services Agent license (see Check the MSA License) Microsoft Internet Information Services (IIS) installed and running (see Set up Microsoft Windows Media Services and IIS Microsoft.NET Framework 4.5 Microsoft Expression Encoder 4 Pro for MSAs (used for thumbnailing and transcoding) (see Set Up Expression Encoder 4 Pro) Windows Communication Foundation (WCF) installed IIS Scripting Tools if you are installing the MSA to an existing web site Note: MSA Windows Service requires SQL 2014 Express LocalDb The Media Services Agent Windows Service requires SQL 2014 Express LocalDb installed on the machine, and the installer will automatically install the LocalDb if it is not already existed. Polycom, Inc. 168

169 To install the MSA: 1 Before installing new MSAs, export the MM Location Profile Template from the RealPresence Media Manager Admin Tool (located under Location Profiles > Export). Fill in the template using Microsoft Excel, and import it into the RealPresence Media Manager Location Profile using the Admin Tool (located under Location Profiles > Import). 2 Copy the MSAv6.7 installer to your Windows Server. 3 Launch the MSAv6.7 installer and input the following information at the prompts: RealPresence Media Manager DNS name or IP address Admin-level user name and password for your RealPresence Media Manager 4 Click Submit. Once this information is entered, the install will attempt to log the admin in to the ReaPresence Media Manager/MSA Wizard via port At the welcome screen, choose the desired Distribution Profile for the MSA. The default for building a new distribution profile for the MSA is Default MSA Distribution Profile. If you are running the MSA installer for the second time and this default MSA distribution profile already exists, you can select it for new MSA installs. If you have already manually created a destination profiles for your MSA, then you may see a dropdown list option to select one of these precreated profiles. 6 Choose the location for the MSA from the drop-down list of your manually created locations (from Step 1). If no locations exist, either allow the installer to ADD MSA TO DEFAULT LOCATION (no location) or EXIT INSTALLER so that you can go back and complete Step 1 to add your location profiles. 7 Click Submit. When you click Submit, the MSA installs. It is automatically included in the selected location profile and is also automatically assigned to the selected distribution profile. 8 Using the RealPresence Media Manager Admin Tool, manually create a content creation profile and configure it for use with the distribution profile that you created and selected when installing the MSA (see Create and Configure Content Creation Profiles). Note: Installing Multiple MSAs on the Same Server If you are installing multiple MSAs on the same server, the installer will automatically number them starting with 0. Upgrade Installation You can upgrade the previous version of MSA in two different ways: from the Portal Dashboard or from the command console. Polycom, Inc. 169

170 Portal Dashboard After you have installed the v6.7.x MSA on a machine and added a corresponding server profile through the RealPresence Media Manager Admin Tool, you can upgrade the MSA through the portal dashboard. To upgrade the MSA on the portal dashboard: 1 Open the portal dashboard on the RealPresence Media Manager portal. 2 Locate your MSA SP on the left sidebar of the landing page. 3 Click the Administration tab. 4 Click Upgrade MSA. You can now upload and install a newer version of MSA. Command Console Upgrading through the RealPresence Media Manager Portal Dashboard is fast and easy, but it limits you to upgrade MSAs that are v6.7.x and above. However, if you choose to manually perform an MSA upgrade in the command prompt, you can upgrade any older version of MSA and gain some flexibility on how the MSA Installer performs the installation. When the MSA Installer determines that the command line argument you provide is proper and that a previous MSA does exist, it will display a message like the following: Polycom, Inc. 170

171 Syntax for Manually Running the MSA Upgrade Installer Scenario Code Notes Upgrade MSA instance 0 (i.e. MediaServicesAgent0) with InstallShield dialogs displayed Upgrade MSA instance 1 (i.e. MediaServicesAgent1) with InstallShield dialogs displayed Upgrade MSA instance 0 (i.e. MediaServicesAgent0) silently Upgrade MSA instance 1 (i.e. MediaServicesAgent1) silently Upgrade MSA instance 0 (i.e. MediaServicesAgent0) silently and with logging Upgrade MSA instance 1 (i.e. MediaServicesAgent1) silently and with logging Setup.exe /instance=default /v"upgradeinstanceid=0" Setup.exe /instance=1 /v"upgradeinstanceid=1" Setup.exe /s /instance=default /v"/qn UPGRADEINSTANCEID=0" Setup.exe /s /instance=1 /v"/qn UPGRADEINSTANCEID=1" Setup.exe /s /instance=default /v"/qn UPGRADEINSTANCEID=0" /v"/l*v c:\msainstall.log" Setup.exe /s /instance=1 /v"/qn UPGRADEINSTANCEID=1" /v"/l*v c:\msainstall.log" The value supplied for the "instance" argument is "default", while for "UPGRADEINSTANCEID" is 0 Beginning with instance 1 (to 9), the values supplied for the "instance" and "UPGRADEINSTANCEID" must be the same number (1 to 9) Polycom, Inc. 171

172 New Installation with XML As always,the user would unzip a PolycomMediaServicesAgent.zip file to get the MSA installer. Now, the zip file also contains an XML file called MSAWizardTemplate.xml. When this XML file is present in the same folder as the MSA installer, the MSA installer automatically fills out all necessary settings and creates corresponding server profile(s) in the RealPresence Media Manager. The only requirement is that the user must manually fill out all the necessary settings in the XML file. For example, the admin wants to create a MSA website at and to create a Content Server Profile and a Streaming Server Profile in RealPresence Media Manager. So the admin has the following MSAWizardTemplate.xml: <MSAWizard> <MediaManagerURL> <MediaManagerUsername>admin@accordent.com</MediaManagerUsername> <MediaManagerPassword>password</MediaManagerPassword> <MSAWebsiteInstallationFolder>C:\inetpub\wwwroot\Polycom\</MSAWebsiteInstalla tionfolder> <MSAWindowsServiceInstallationFolder>C:\Program Files (x86)\polycom\realpresence Media Manager\MediaServicesAgentService\</MSAWindowsServiceInstallationFolder> <MSAMediaDirectory>C:\inetpub\wwwroot\Polycom\Content\msa{0}\Media\</MSAMedia Directory> <MSAWebDirectory>C:\inetpub\wwwroot\Polycom\Content\msa{0}\Web</MSAWebDirecto ry> <InstallToExistingWebsite>false</InstallToExistingWebsite> <ExistingWebsiteName>Default Web Site</ExistingWebsiteName> <ExistingWebsiteURL> <MSAUsername>Admin</MSAUsername> <MSAPassword>Polycom</MSAPassword> <MSAPort>83</MSAPort> <MSABaseURL> <ServerProfiles> <ServerProfile> <Name>Test Content SP 1</Name> <Description>Test Content SP 1</Description> <AvailableInPortals> <PortalName>Default Portal</PortalName> </AvailableInPortals> <DistributionRetryCount>5</DistributionRetryCount> <ServerType>Content</ServerType> <IsApplicationServer>true</IsApplicationServer> <IncludeInDashboardMonitoring>true</IncludeInDashboardMonitoring> <ActAsTranscoderAndThumbnailer>false</ActAsTranscoderAndThumbnailer> <TimeZone>Pacific Standard Time</TimeZone> <AllowUserUploads>true</AllowUserUploads> </ServerProfile> <ServerProfile> <Name>Test Streaming SP 2</Name> <Description>Test Streaming SP 2</Description> Polycom, Inc. 172

173 <AvailableInPortals> <PortalName>Default Portal</PortalName> </AvailableInPortals> <DistributionRetryCount>5</DistributionRetryCount> <ServerType>Streaming</ServerType> <IsApplicationServer>true</IsApplicationServer> <IncludeInDashboardMonitoring>true</IncludeInDashboardMonitoring> <ActAsTranscoderAndThumbnailer>false</ActAsTranscoderAndThumbnailer> <StreamingServerType>WindowsMedia</StreamingServerType> <AllowUserUploads>true</AllowUserUploads> <UseForLive>true</UseForLive> <UseForOnDemand>true</UseForOnDemand> </ServerProfile> </ServerProfiles> </MSAWizard> At the end of the MSA installation, the MSA installer would make a call to an external console application located at C:\Program Files (x86)\polycom\realpresence Media Manager\MediaServicesAgentService\ServiceProfileGenerator\Polycom.Prmm.ServiceProfileGenerator.e xe to generate the two desired server profiles in the Media Manager. You can verify the installation by viewing the RealPresence Media Manager Portal Dashboard looking in the Admin Tool, as shown next. Polycom, Inc. 173

174 Note: Server profile creation process logs If you suspect that the server profile creation process failed for some reason, you can look at the C:\Program Files (x86)\polycom\realpresence Media Manager\MediaServicesAgentService\ServiceProfileGenerator\Logs\ServiceProfileManager.log file to verify if the server profile was created properly.. Syntax to Manually Call the MSA Installer (with the MSAWizardTemplate.xml) Scenario Code Notes Install new MSA instance 0 (i.e. MediaServicesAgent0) with InstallShield dialogs displayed Install new MSA instance 1 (i.e. MediaServicesAgent1) with InstallShield dialogs displayed Install new MSA instance 0 (i.e. MediaServicesAgent0) silently Install new MSA instance 1 (i.e. MediaServicesAgent1) silently Install new MSA instance 0 (i.e. MediaServicesAgent0) silently and with logging Install new MSA instance 1 (i.e. MediaServicesAgent1) silently and with logging Setup.exe /instance=default Setup.exe /instance=1 Setup.exe /s /instance=default /v/qn Setup.exe /s /instance=1 /v/qn Setup.exe /s /instance=default /v/qn /v"/l*v c:\msainstall.log" Setup.exe /s /instance=1 /v/qn /v"/l*v c:\msainstall.log" The value supplied for the "instance" argument is "default" Beginning with instance 1 (to 9) The xml file basically contains two sections: one contains the settings for the MSA installer, and the other for creating the server profiles. See the following tables for more details: MSA Settings Field Name Description Required? Comment <MSAWebsiteInstallationFolder /> Destination folder of the MSA website files YES <MSAWindowsServiceInstallationFolder /> Destination folder of the MSA Windows Services files YES <MSAMediaDirectory/> Physical location of the "Media" virtual directory YES Please note that the path must contains "msa{0}" Polycom, Inc. 174

175 Field Name Description Required? Comment <MSAWebDirectory/> Physical location of the "Web" virtual directory YES Please note that the path must contains "msa{0}" <InstallToExistingWebsite/> Indicate whether the MSA website should be installed under an existing website YES *Must be either true or false (lower case) <ExistingWebsiteName/> The exact name of the existing website where the new MSA website should be installed under YES (if <InstallToE xistingweb site /> is true <ExistingWebsiteURL/> The absolute url (or ip) of the existing website where the new MSA website should be installed under YES (if <InstallToE xistingweb site /> is true <MSAUsername/> MSA username required to access the MSA services YES <MSAPassword/> MSA password required to access the MSA services YES <MSAPort/> The port number of the new MSA website YES (if <InstallToE xistingweb site /> is false <MSABaseURL/> The absolute url (or ip) of the new MSA website YES RealPresence Media Manager Portal Connection Settings Field Name Description Required? Comment <MediaManagerURL/> <MediaManagerUsername/> <MediaManagerPassword/> Absolute URL (or ip) of the Media Manager Portal Username or to log into the Media Manager Portal Password to log into the Media Manager Portal YES YES YES Polycom, Inc. 175

176 RealPresence Media Manager Content Server Profile Settings Field Name Description Required? Comment <Name/> Name of the server profile YES <Description/> Description of the server profile NO <AvailableInPortals> <PortalName /> <AvailableInPortals> Exact portal name(s) that you want the server profile to be available at YES *You can specify multiple <PortalName /> elements if you want the server profile to be availble for multiple portals <ServerType/> The server type of the server profile (Content) YES *Must be either Content or Streaming <IsApplicationServer/> Indicate if this server profile is an application server YES *Must be either true or false (lower case) <IncludeInDashboardMonitoring/> Indicate if this server profile should be included in the Dashboard Monitoring YES *Must be either true or false (lower case) <ActAsTranscoderAndThumbnailer/> Indicate if this server profile should be acted as a transcoder/thumbnailer YES *Must be either true or false (lower case) <TimeZone/> The exact time zone used for this server profile YES <AllowUserUploads/> Indicate if user can upload contents to this server profile YES *Must be either true or false (lower case) RealPresence Media Manager Streaming Server Profile Settings Field Name Description Required? Comment <Name/> Name of the server profile YES <Description/> Description of the server profile NO Polycom, Inc. 176

177 Field Name Description Required? Comment <AvailableInPortals> <PortalName /> <AvailableInPortals> Exact portal name(s) that you want the server profile to be available at YES *You can specify multiple <PortalName /> elements if you want the server profile to be availble for multiple portals <ServerType/> The server type of the server profile (Streaming) YES *Must be either Content or Streaming <IsApplicationServer/> Indicate if this server profile is an application server YES *Must be either true or false (lower case) <IncludeInDashboardMonitoring/> Indicate if this server profile should be included in the Dashboard Monitoring YES *Must be either true or false (lower case) <ActAsTranscoderAndThumbnailer/> Indicate if this server profile should be acted as a transcoder/thumbnailer YES *Must be either true or false (lower case) <AllowUserUploads/> Indicate if user can upload contents to this server profile YES *Must be either true or false (lower case) <UseForLive/> Indicate if this server profile is used for live streaming YES *Must be either true or false (lower case). If set to true, then a publishing point called 'Default Live' will also be automatically created in the server profile <UseForOnDemand/> Indicate if this server profile is used for VOD streaming YES *Must be either true or false (lower case). If set to true, then a publishing point called 'Default On Demand' will also be automatically created in the server profile <StreamingServerType /> The streaming server type of the server profile. YES *Must be WindowsMedia, IISMediaServices or Wowza Polycom, Inc. 177

178 Note: Creating one content server profile instead of two In the preceding XML example, two server profiles were created. However, if you want to create just one content server profile, then create one <ServerProfile /> element and set the <ServerType /> to Content. Likewise, if you only want to create one Streaming server profile, then create just one <ServerProfile /> element and set the <ServerType /> to Streaming. Start the MSA Before you can use the MSA, you need to stop or delete the IIS default web site and start the MSA. To stop the default IIS web site and start the MSA: 1 In IIS Manager, select the IIS server on which you installed the MSA. 2 Select Default Web Site, and then do one of the following, as shown in the next figure: To stop the web site, in the Manage Web Site panel, click Stop. To delete the web site, in the Connections panel, right-click Default Web Site and select Remove. Then click Yes in the confirmation dialog. Stopping or deleting the IIS default web site 3 Start the MSA. In the Connections panel, click MediaServicesAgent, as shown next. Polycom, Inc. 178

179 4 In the Manage Web Site panel, click Start. Starting the Media Services Agent Note: Transcoding with Multiple MSAs When using multiple MSAs for transcoding, RealPresence Media Manager will not alert you when an MSA has been stopped and will not use the next available MSA online. When you start the MSA, transcoding will resume. Test Your MSA Installation You can test your MSA installation to ensure that it is running before you configure profiles in the RealPresence Media Manager Admin Tool. To test your MSA installation: 1 In IIS Manager, in the Connections panel, expand MediaServicesAgent. 2 Double-click the Services folder, as shown, and verify that the Services Content includes the following files: ImportService.svc MediaServiceAgent.svc TranscodeThumbnailService.svc Polycom, Inc. 179

180 UploadService.svc 3 In Microsoft Internet Explorer, enter the following URL in the address bar: of the server that the MSA is installed on/services/importservice.svc If the MSA is installed properly and running, the following page will display in your browser. Configure the MSA for Distribution Once you have installed the MSA, you can create a server profile in the RealPresence Media Manager Admin Tool to distribute content through the MSA. For more information about installing the MSA, see Install Media Services Agent. Polycom, Inc. 180

181 Using an MSA, you can stream content to your portal users from physical server locations that are closer to your users than your RealPresence Media Manager software installation. The following figure shows how content is distributed using an MSA. Content distribution using an MSA This distribution process comprises four steps: 1 A portal user on the West Coast of the United States requests a video stream from the company s RealPresence Media Manager software installation located on the East Coast by clicking a video thumbnail in the portal. 2 Without an MSA, the content is served across multiple nodes from the East Coast to the West Coast. 3 Using an MSA for distribution, the RealPresence Media Manager software distributes content for streaming to the MSA as it is scanned in to the system. A location profile determines which users receive streamed content from the MSA. 4 The portal user receives the streamed content via an MSA at a company office closer to the user s location. Check the MSA License Before configuring the MSA, check to make sure an available license exists. To check the MSA license: 1 In the Portal Administration panel, right-click the Media Manager Root and choose Properties. Polycom, Inc. 181

182 2 In the Manage License tab, find Polycom Media Services Agents in the list. The license column shows the number of licenses used out of the total available licenses. In the following example, Polycom Media Services Agents shows 3/20, meaning that 3 of the available 20 MSA licenses are currently being used. Checking the MSA license Configure the MSA in the RealPresence Media Manager Admin Tool Once you have installed and started the MSA, you can configure the MSA settings in the RealPresence Media Manager Admin Tool. To configure the MSA: 1 Check the MSA licenses to ensure that an MSA license exists. 2 Configure a content server profile and a streaming server profile. 3 Configure a location profile. 4 Configure a distribution profile. 5 Check your configuration settings in the content creation profile. 6 Test your MSA configuration by manually scanning content, viewing it on the portal, and using a tool such as Fiddler Web Debugger to confirm that the content is streaming from the MSA and not your RealPresence Media Manager software. Configure Server Profiles for the MSA The server profiles define the locations and names of the server roles within the MSA. For distribution, you will configure two server profiles: Content server profile Polycom, Inc. 182

183 Streaming server profile To configure the content server profile for the MSA: 1 In the Network Resources panel, click to expand Server Profiles. 2 Do one of the following: Select an existing content server profile by right-clicking the profile and choosing Properties. Click New to create a new content server profile. 3 In the Details tab, shown next, enter a Name and Description and select the portal to which the MSA configuration applies. 4 In the Server Type section, select Polycom Content from the list. 5 Clear the Allow this server to act as a transcoder/thumbnailer check box unless you are configuring the MSA for transcoding and thumbnailing. 6 Enter the Base URL and Distribution URL. The Base URL is used to route users to content on this server profile. Polycom, Inc. 183

184 The Distribution URL is used to retrieve content from this server when it is being used as a distribution source. 7 In the Content Source Access / Polycom Media Services Agent section, shown next, select URL from the Method drop-down list, and then enter the Path to the MSA, the MSA admin Username, the MSA admin Password and the Confirm password. 8 Click Save. To configure the streaming server profile for the MSA: 1 In the Network Resources panel, click to expand Server Profiles. 2 Do one of the following: Select an existing streaming server profile by right-clicking the profile and choosing Properties. Click New to create a new Streaming Server profile. Polycom, Inc. 184

185 3 Enter a Name and Description and select the portal to which the MSA configuration applies, as shown next. 4 In the Server Type section, select Polycom Streaming from the list. 5 In the Streaming Server Type section, select the streaming server for which you are configuring the MSA. In the following example, Windows Media is selected. If you are configuring the MSA for distribution of H.264 streams, in the Streaming Server Type list, select IIS Media Services. Polycom, Inc. 185

186 6 In the Distribution URL section, enter the URL for the folder on the MSA that you will stream media from, if this server is used as a distribution source. 7 In the Streaming tab, select the Use For On Demand check box and enter the On Demand Base URL as the MSA URL and port number for the Windows Media stream. If you are configuring the MSA for distribution of H.264 streams, on the Streaming tab, select the Use For Live check box. In the Live/Rebroadcast Base URL section, enter the base URL and add /Media/ to the path (shown next). 8 In the Polycom Media Services Agent tab, enter the URI for the MSA and the admin Username and Password for the MSA. Then confirm the password. When you save this configuration, the MSA license decrements from the count in the Manage License tab. Polycom, Inc. 186

187 9 Click Save. Configure a Location Profile for the MSA Configure a location profile to define which user locations will stream content from the MSA. To configure a location profile for the MSA: 1 In the Network Resources panel, click to expand Location Profiles. 2 Select an existing location profile by right-clicking the profile and choosing Properties; or click New to create a new Location profile. 3 In the Details tab, enter a Name and Description and in the Available In These Portals section, select the portal to which the MSA configuration applies. 4 In the Input Type section, select the method you want to use for defining the locations served by the MSA from the following options: Subnet IP Range Enter a starting IP address and an ending IP address to define the locations that will receive content from the MSA. CIDR Polycom, Inc. 187

188 5 Click New to add the input type to the Location profile. 6 Click Save. Configure a Distribution Profile for the MSA Configure a distribution profile to distribute upcoming events, user-generated content, or other content types to the MSA. To configure a distribution profile for the MSA: 1 In the Network Resources panel, click to expand Distribution Profiles. 2 Select an existing distribution profile by right-clicking the profile and choosing Properties; or click New to create a new distribution profile. 3 In the Details tab, enter a Name and Description and in the Available In These Portals section, select the portal to which the MSA configuration applies. Polycom, Inc. 188

189 4 In the Viewer Routing tab, shown next, select a location profile to add to the MSA distribution profile by clicking Resource Control, selecting the location profile, and clicking Add. 5 In the Live and Rebroadcast Servers and On Demand Servers sections, shown next, click Resource Control, select servers, and click Add to add them to the MSA distribution profile. 6 In the Content Server section, select a content server from the list. 7 In the Distribution tab, add a new Polycom CDN by clicking the New CDN button and selecting Polycom CDN from the list. Polycom, Inc. 189

190 8 In the Streaming Servers tab, click Resource Control, select your MSA streaming server, and then click Add. 9 In the Content Servers tab, click Resource Control, select your MSA content server, and then click Add. 10 In the Streaming Hierarchies tab, select the order in which streaming servers are routed through the MSA. Check Your Configuration in the Content Creation Profile After configuring the server, location, and distribution profiles, you can confirm the settings in the content creation profile. To check your MSA configuration: 1 In the Network Resources panel, click to expand Content Creation Profiles. 2 Select the content creation profile associated with your MSA: right-click the profile and choose Properties. 3 In the Details tab, check the Name and Available In These Portals fields. 4 In the Associated Profiles tab, confirm the settings for the Distribution Profile and Content Source Profiles fields. You do not need to change the distribution profile configuration at this point because you configured viewer routing in an earlier step. Test Your MSA Configuration Test your configuration to verify that the video is streaming from the MSA and not the RealPresence Media Manager server. Test your MSA configuration by manually scanning content, viewing it on the portal, and using a tool such as Fiddler Web Debugger to confirm that the content is streaming from the MSA and not your RealPresence Media Manager software. Polycom, Inc. 190

191 To scan content into the RealPresence Media Manager software: 1 In the Library Content panel, click New, and then choose Import. 2 From the Content Creation Profile list, select your MSA content creation profile. 3 From the Type list, select the method you want to use to import content. In the following example, Scan is selected to scan in content manually. 4 From the Available Content list, select the content server profile you configured for the MSA. 5 Click Queue Scan to start scanning content from the MSA\Media\Publish Point folder. 6 In the Status tab, click the Refresh button to view the current status of the scanning process. When you see the message Scan Status: Complete, you can view a list of the content being copied over to your MSA for distribution. The following information is provided: File Name Operation (for example, Copy) Status (for example, Pending Distribution) Distribution Started Distribution Completed Polycom, Inc. 191

192 Attempts (for example, 2) Status Description The files are copied into MSA\Media\Publish Point folder. To view the content on the portal: 1 Log into your RealPresence Media Manager Portal from an IP address you have set up for MSA distribution. The content you scanned in is visible in the portal. 2 Run Fiddler Web Debugger to verify the source of the content. 3 Launch a video in the portal. 4 In Fiddler Web Debugger, verify that the video is streaming from the MSA and not the RealPresence Media Manager server. Set up H.264 MSA Distribution You can set up your MSA distribution to work with H.264 for VOD and live distribution using the RealPresence Media Manager Admin Tool. To setup H.264 MSA distribution: 1 For default profiles, add the distribution URL for content and media. 2 Use the MSA base URL to set up for IIS Streaming and to use H.264. Do not use the WMS port. 3 Create a new MSA content profile. Use all the default settings. 4 Create a new WMS MSA profile with the following settings: Name WMV MSA Server Server Type Polycom Streaming Distribution URL <Your distribution URL> Streaming Use For Live Enable the check box Streaming Use for Rebroadcast Clear the check box Streaming Live/Rebroadcast base URL <Your base URL> Streaming On Deman base URL <Your base URL> Content Source Access URI <Your URI> Content Source Access Username <Your user name> Content Source Access Password <Your password> Polycom Media Service Agent URI <Your MSA URI> Polycom, Inc. 192

193 Polycom Media Service Agent Username <Your MSA user name> Polycom Media Service Agent Password <Your MSA password> 5 Create a new distribution profile with the following settings: Name Distribution MSA profile Viewer Routing - Location Profiles Undefined Locations Viewer Routing - Live and Rebroadcast Servers Default Streaming Server - Live Viewer Routing - On Demand Server Default Streaming Server Viewer Routing - Content server Default Content Server Distribution - Polycom - CDN Streaming Server - Live Servers WMV MSA server Distribution - Polycom CDN - Streaming Server - On Demand Servers WMV MSA server Distribution - Polycom CDN - Content Server - On Demand Servers MSA content server profile 6 Create a new content creation profile with the following settings: Name Distribution CCP Associated Profiles - Distribution Profile Distribution MSA profile Associated Profiles - Allow Manual Added Content Enable the check box Associated Profiles - Allow All Sources Enable the check box Associated Profiles - Allow User Uploads Clear the check box Destination Categories Add Category rule 7 Scan from the content creation profile for distribution. a Right-click the content and select Properties. b Select the Stats tab. The files will distribute and you can see them on the remote MSAs. Polycom, Inc. 193

194 Configure Transcoding Options RealPresence Media Manager software offers two options for transcoding media files: Watch folder transcoding Watch folders are local directories or shared network resources that contain media files and job templates that define tasks to be performed on the files. Mobility transcoding Select to transcode media files for mobile operating systems, including ios and Android. Configure Third-Party or Watch Folder Transcoding Using the Admin Tool, you can configure RealPresence Media Manager software to use watch folders for transcoding media files for playback on different platforms using third-party transcoding servers. You can configure watch folder transcoding to prioritize transcoding jobs and limit the number of simultaneous transcoding jobs. Note: Transcoding Is a Resource-Intensive Operation Transcoding is a resource-intensive operation. Plan your transcoding strategy to minimize the impact on your server environment. Configure a server profile, such as the Default Content Server Profile, and a content creation profile, such as the Default Content Creation Profile, in the RealPresence Media Manager Admin Tool to set up watch folder transcoding. To configure the Default Content Server Profile for watch folder transcoding: 1 In the Network Resources panel, click to expand Server Profiles. 2 Right-click the Default Content Server Profile and choose Properties. Polycom, Inc. 194

195 3 In the Server Type section of the Details tab, select the Allow this server to act as a transcoder/thumbnailer check box. 4 In the Distribution URL section, enter the URL for the server profile you are configuring. Polycom, Inc. 195

196 5 Click Save. To configure the Default Content Creation Profile for watch folder transcoding: 1 In the Network Resources panel, click to expand Content Creation Profiles. 2 Right-click the Default Content Creation Profile and choose Properties. 3 In the Transcode tab, select the Enable Transcoding check box. 4 From the Transcode Method list, select Watch Folder. The RealPresence Media Manager software queues files pending transcoding in the _AMMS_TRANSCODE folder. It outputs transcoded files to an external, third-party transcoder. 5 Select the Device Profile check boxes next to the device formats you want to enable transcoding for. 6 Select Destination Servers, and enter names for the Output Folders to define the location of the files after transcoding by the third-party transcoder. 7 Click Save. Configure Mobility Transcoding You can configure the RealPresence Media Manager software to transcode video content for mobile devices using the Mobility Integration feature. To set up mobility transcoding, configure a server profile, such as the Default Content Server Profile, and a content creation profile, such as the Default Content Creation Profile, in the RealPresence Media Manager Admin Tool Polycom, Inc. 196

197 To configure the Default Content Server Profile for mobility transcoding: 1 In the Network Resources panel, click to expand Server Profiles. 2 Right-click the Default Content Server Profile and choose Properties. 3 In the Server Type section of the Details tab, select the Allow this server to act as a transcoder/thumbnailer check box. Polycom, Inc. 197

198 4 In the Distribution URL section, enter the URL for the server profile you are configuring. 5 Click Save. To configure the Default Content Creation Profile for mobility transcoding: 1 In the Network Resources panel, click to expand Server Profiles. 2 Right-click the Default Content Creation Profile and choose Properties. 3 In the Transcode tab, select the Enable Transcoding check box. 4 From the Transcode Method list, select Mobility Integration. 5 Select the Device Profile check boxes next to the device formats you want to enable transcoding for. Polycom, Inc. 198

199 6 Select the Destination Server to define how the content is served after transcoding. For example, if you select a content server, the video content will be served as a progressive download. If you select a streaming server, the video content will be streamed. 7 Click Save. Polycom, Inc. 199

200 Set up Microsoft Windows Media Services and IIS Based on your deployment, you may need to install and configure Windows Media Services and IIS Smooth Streaming. They are not compatible with all media servers, however. Windows Media Services is not supported in Windows Server For more information about media server compatibility, see the RealPresence Media Manager, Software Edition Installation Guide. To support mobile devices with a RealPresence Capture Station Pro, RealPresence Capture Station Portable Pro, or Polycom RSS 4000 appliance and RealPresence Media Manager software, you need at least one Microsoft IIS Smooth Streaming Server or a Wowza Streaming Server. For more information about Windows Media Services and IIS Smooth Streaming, visit Microsoft s support web site. Note: Support for Windows Media Services WMS is not supported in Windows Server To support the Windows Media format, you will need a Windows 2008 R2 server configured for Windows Media (Enterprise is required for multicast). This server should have the Polycom Media Services Agent version 6.6 installed to enable automation using the RealPresence Media Manager Admin Tool. In Windows Server 2008 R2, WMS is installed using a separate role installer that must be downloaded from Microsoft at the following URL: Following are the minimum requirements for using Windows Media Services and IIS Smooth Streaming: Windows Server 2008 R2 or Windows Server 2012 (IIS Smooth Streaming only) Windows Media Services is required to support Windows Media Streaming. Windows Server 2008R2 or Windows Server 2012 is required to support Microsoft IIS Smooth Streaming. If you will be using a Windows server with an MSA, ensure that Microsoft.NET Framework 4.5 (.NET 4 and 3.5 are supported) is installed. Note: Use External and Third-party Streaming Servers RealPresence Media Manager supports the following external streaming servers for live streaming and on-demand: Windows Media Services 9 IIS Media Services Wowza Media Server Configuration of third-party servers is not covered in this guide and is the customer s responsibility Enable Roles in Windows Media Services After you download and install the Windows Media Role package, you must enable the role. Polycom, Inc. 200

201 To add and enable roles: 1 In the Windows Server Manager dialog, click Add Roles. 2 In the Add Roles wizard, click Server Roles, as shown next. 3 Select Streaming Media Services from the Roles list, and click Next. 4 On the Select Data Transfer Protocols page, select the Real Time Streaming Protocol (RTSP) check box and click Next. Polycom, Inc. 201

202 5 Click Install. Configure the Windows Media Server s HTTP Streaming Port If IIS is using port 80, you must configure Windows Media Services to use a different port, such as port 81. You configure the HTTP streaming port setting in the RealPresence Media Manager Admin Tool to match the port you configure for in Windows Media Services. Caution: Configuring Ports for IIS and Windows Media Services If the Windows Media Service is to be installed on the same server as the Web Content or Media Manager Portal Server, you must configure an alternative port for Windows Media streaming over HTTP because IIS will bind to port 80 by default. In this case, Polycom recommends using port 81 for HTTP streaming in Windows Media Services. The RealPresence Media Manager default servers are configured to use port 81 for HTTP streaming during installation. To configure the Windows Media Server s HTTP streaming port: 1 In the Windows Media Services management tool, select your server. 2 In the Properties tab, select the desired control protocol category. 3 Right-click WMS HTTP Server Control Protocol and select Properties. Polycom, Inc. 202

203 4 In the Port Selection section of the dialog, select Use other port ( ), and enter 81 in the field, as shown next. 5 Click OK. 6 Right-click WMS HTTP Server Control Protocol, and select the Enable check box. Create Publishing Points in Windows Media Services You must create Publishing Points on the Windows Media Server for one or both types of content you will publish using Media Manager. You can create either on-demand publishing points for content that users will view on demand or broadcast publishing points for content that will be published as a live stream. To create publishing points in Windows Media Services: 1 Open the Windows Media Admin snap-in. 2 Right-click Publishing Points and choose Add Publishing Point (Advanced). 3 Select the type of publishing point you want to create: On-demand or Broadcast, and then do one of the following: If you select On-Demand, browse to and select the directory where your video files will be stored. This directory might be configured as a mapped or shared drive, or configured as an FTP directory. Polycom, Inc. 203

204 If you select Broadcast (live), choose Push or Pull. Push means that the encoder starts the connection. Pull means that the server starts the connection. If your encoder is behind a firewall and your server is outside the firewall, choose Push for the encoder to initiate the connection. Admin Tip: Setting Read Permissions If you link an on-demand publishing point to a directory, the directory must have read permissions set for the WMUS_ServerName user. 4 In the Add Publishing Point dialog, shown next, enter a Publishing point name. 5 In the Location of Content field, enter a push or pull location: For a push publishing point, enter Push:* in the Location of content field. For a pull publishing point, enter the DNS or IP address of the encoder in the format DNS_or_IP_address_of_encoder:encoder_port in the Location of content field (as shown in the figure as CapStation_01:2552). Admin Tip: Recovering from a Loss of Network Connectivity Pull publish points can recover from a loss of network connectivity between the encoder and server, but push publish points require that you manually restart the encoder. This makes pull a better choice when it is available. Polycom, Inc. 204

205 Set Authorization Rights for Publishing Points You may want to set up authorization rights for your publishing points in the Windows Media Services management tool in the following scenarios: You are using a stand-alone WMS server and want to support live streaming from a Polycom RealPresence RSS This WMS server has a Media Services Agent (MSA) installed on it to support automated, wide distribution of content using the RealPresence Media Manager software. The MSA requires permissions for publishing points. You are publishing to the WMS server using a RealPresence Capture Station Pro appliance, and you want to use the hypothetical user account PRCS105 to publish from the encoder settings on the RealPresence Capture Station Pro appliance. User account PRCS105 requires write permissions for publishing points on the WMS server. To set up authorization rights for your publishing points in the Windows Media Services management tool: 1 Select your server, and open the Properties tab. 2 Select the authorization category. 3 Right-click WMS NTFS ACL Authorization and clear the Disable check box. 4 Right-click WMS Publish Points ACL Authorization and choose Properties. 5 Select the permissions level you want to assign to users: Read To view content being served from a publishing point. Assign this permission to the everyone user group. Write To publish content to an existing publish point. Assign this permission to the user account or accounts you want to have applications (such as RealPresence Capture Station Encoder or RealPresence Media Manager Scheduler Service) use to write content to the publishing points. Create To create publishing points. Assign this permission to the user accounts you want to have applications (such as RealPresence Media Manager Scheduler Service, URL Import service for RSS-4000 streaming, or Media Services Agent for MSA distribution) use to create publishing points. Admin Tip: Setting Read Permissions If you link an on-demand publishing point to a directory, the directory must have read permissions set for the WMUS_ServerName user. Polycom, Inc. 205

206 Configure Settings Using the Portal web.config Files Configuration files are XML files that you can edit to change settings in the application, such as RealPresence Media Manager software. As a system administrator, you can use configuration files to change settings and policies that control how applications run. For more information about using configuration files in Microsoft environments, see Configuration Files on the Microsoft Developer Network web site. Most of the application settings for the web portal that you would have changed using configuration files in previous versions of RealPresence Media Manager software have been migrated to the Admin Tool for versions 6.5 and higher, and you can configure these settings from the user interface. This section shows you how to configure settings using the remaining settings in the Portal web.config file and also contains a list of the migrated configuration file settings and their new locations in the Admin Tool. Work with Configuration Files RealPresence Media Manager software s portal is written in the ASP.NET Model-View-Controller (MVC) architecture. The web.config file is located in the root of the portal web site directory. The settings are located between the XML tags <appsettings> and </appsettings>. The settings consist of a key and a value. The key is the setting itself and should not be changed. The value of the setting can be changed. For example, a line similar to the following might be found in a config file: <add key="webpages:version" value=" "/> To change config file settings: 1 In the root of the portal web site directory, browse to the portal web.config file. 2 Right-click the web.config file and select Open with, and then select Notepad or another XML editor. 3 Edit the web.config file by modifying the settings values to reflect the changes you want to make. Be sure to back up your web.config file before making any edits. 4 Save your changes to the web.config file. The IIS application pool is automatically recycled and all users are logged out of the portal. Log in to restart the portal application and the changes take effect. Admin Tip: Admin Tip: Use Exact Syntax when Editing Config Files XML syntax is case-sensitive, so edit the config file precisely to avoid issues. Polycom, Inc. 206

207 Configure Other Settings in the Config File The following settings are also available in the config file: Model-View-Controller (MVC) settings Polycom Media Services Agent (MSA) settings RealPresence Media Manager Admin Tool settings Database connection strings settings Application logging settings Configure MVC Settings MVC settings can be changed, but Polycom recommends not changing MVC settings. They include the following: <add key="webpages:version" value=" "/> <add key="clientvalidationenabled" value="true"/> <add key="unobtrusivejavascriptenabled" value="true"/> Configure MSA Settings You can change MSA functionality in the web.config file to enable the default profiles to perform the functions of the MSA, such as thumbnailing and transcoding out-of-the-box, without using the MSA. The following code sample shows the values to enable thumbnailing: <!-- MSA Values --> <add key="username" value=""/> <add key="userpassword" value=""/> <add key="webcontentpath" value="content\web"/> <add key="mediacontentpath" value="content\media"/> <!-- Value in minutes --> <add key="downloadfilemaxtime" value="5"/> <add key="importendpointname" value="wshttp_urluploadservice"/> <add key="uploadendpointname" value="basichttp_urluploadservice"/> <add key="thumbnailserviceexecutablepath" value="bin\amms.expressionencoderservicehost.exe"/> <add key="usethumbnailservice" value="true"/> <add key="thumbnailendpointname" value="netnamedpipe_thumbnailservice"/> <!-- The directory that will be searched for content when scanning. If left blank then the application directory will be used. --> <add key="importpath" value=""/> <!-- Polycom, Inc. 207

208 When set to true if the WebContentPath will be used when importing from a content server profile, and the MediaContentPath when importing from a streaming server profile. If false the root directory of the MSA application will be scanned (if no ImportPath is entered). --> <add key="usewebandmediacontentpathsforimport" value="true"/> <!-- MSA values --> You can also bypass the upload file-size limit that IIS imposes with the following: <! Larger files are transferred in chunks by the upload service. This setting controls how large each of those chunks is. Smaller chunk sizes require more overhead, but are less likely to run into request size limits. --> <add key="uploadchunksizeinbytes" value="524880"/> Configure Database Settings You can set which database the portal uses to access data in the web.config file. Database connection strings are located between these tags: <connectionstrings> </connectionstrings>. The main portal connection string uses the name AmmsDB. The AmmsReportsDB connection string is not used be the portal. The following code sample shows the database settings: <connectionstrings> <clear/> <add name="ammsdb" connectionstring="data Source=(local);Initial Catalog=AccordentAmms;uid=AmmsPortal;pwd=password;Persist Security Info=True;" providername="system.data.sqlclient" /> The following is used by a database where SQL Server Reporting Services (SSRS) reporting data is stored: <add name="ammsreportsdb" connectionstring="data Source=(local);Initial Catalog=AccordentAmms;uid=AmmsAdmin;pwd=password;Persist Security Info=True;" providername="system.data.sqlclient" /> </connectionstrings> Configure Application Logging You can change the log file location in the web.config file. Do not change the other log settings because unpredictable logging behavior will result. The default output location for application logs is Logs\MediaManagerPortal.log. You can change the levels using the tags <log4net> and </log4net>. The following values are used for levels: DEBUG WARN ERROR INFO Polycom, Inc. 208

209 FATAL The following code sample shows the log settings: <log4net> <appender name="logfileappender" type="log4net.appender.rollingfileappender"> <!-- Update the log file location. DO NOT CHANGE OTHER SETTINGS. --> <param name="file" value="logs\mediamanagerportal.log"/> <param name="appendtofile" value="true"/> <param name="maximumfilesize" value="5mb"/> <param name="rollingstyle" value="size"/> <param name="maxsizerollbackups" value="5"/> <layout type="log4net.layout.patternlayout"> <param name="conversionpattern" value="%date [%thread] %-5level %logger [%property{ndc}] - %m%n"/> </layout> </appender> <root> <level value="debug"/> <appender-ref ref="logfileappender"/> </root> </log4net> Admin Tip: web.config File Changes Require Application Restart When you save your web.config file settings, you will be logged out of the portal automatically. You need to log in to restart the portal application. Migrated web.config File Settings Many of the portal/web.config files that you may have used to configure settings in earlier versions of RealPresence Media Manager software have been moved from the config file to the Admin Tool database. To configure these settings, use the Admin Tool user interface. Refer to the following table for list of portal\web.config files and their descriptions. The web.config files shown in the table are prefixed by the filename portal\web.config. Portal Web.config File Settings Key Default Value New Location TokenExpiryValueInSeconds 3600 Authentication Profiles Polycom, Inc. 209

210 Key Default Value New Location CachingEnabled true System Settings > Portal Settings The value indicates whether caching is enabled. For example, a value of true means caching is enabled. Enable caching to enable token generation and authentication in the RealPresence Media Manager API. Caching must be enabled to connect RealPresence Capture Station appliances to the RealPresence Media Manager software through the Media Manager Wizard. GlobalCacheDuration 30 System Settings > Portal Settings The value indicates the length of time in minutes to cache data for. DefaultCommandTimeoutInSeconds 3600 System Settings > Database Settings The value indicates the default command timeout value in seconds for all database queries in the application. ResizableSkinName IPTV Portal Properties > Configuration tab SSLEnabled false Authentication Profiles SSLEnabledForContent false Authentication Profiles SSLContentPort 80 Authentication Profiles SharePointBypassReferrerCheck false Authentication Profiles > SharePoint Settings SharePointLdapPropertiesCacheDurat ion 30 Authentication Profiles > SharePoint Settings EnableWowzaQualifiersForFlashServe rs true Server Profiles CacheSilverlightSkins true System Settings > Portal Settings The value true adds a tracking entry to the cache for ALL Silverlight skins for 2 minutes. AsxAllowedForNonWmp true System Settings > Portal Settings The value true enables multiple entries in an Advanced Stream Redirector (ASX) response to a request from a video player other than Windows Media Player. By default, ASX playlists are generated with only one stream URL because older versions of Silverlight players do not handle multiple URLs. To force ASX playlists always to use multiple URLs (if the Distribution Profile is configured to have multiple URLs) regardless of WMP or not, set to true. EnableCdnResources false System Settings > Portal Settings The value true enables the portal to use external Content Distribution Network (CDN) resources, such as CDN servers from Microsoft or Google. Polycom, Inc. 210

211 Key Default Value New Location ConcurrentPortletsLoading false Portal Properties > Configuration tab CdnExternalResourcesBaseUrl System Settings > Portal Settings The value is the base URL for an external CDN site that hosts JavaScript (JS), CSS, and images for the portal. This URL can point to the same physical folder. EnableHtml5OfflineCache false System Settings > Portal Settings The value enables support for an HTML5 offline cache. DefaultThemeName plcm Portal Properties > Configuration tab RequireSSL None Authentication Profiles Possible values include DefaultResources (1), None (0), and All (2). When set to All (2), logins will be redirected to HTTPS. DefaultRssType Rss Portal Properties > Configuration tab Possible values include Rss, Atom, and blank. When left blank, the old settings from the legacy portal will be used. SearchDisplayMode Mosaic Portal Properties > Configuration tab Possible values include Mosaic, ModalDialog, and NewWindow. DisplayRssLinks TRUE Portal Properties > Configuration tab DisplayShareLinks TRUE Portal Properties > Configuration tab TemplatesCacheDurationOnClientsid e 3600 System Settings > Portal Settings The value indicates for how long, in seconds, all the templates should be cached on client side. The default value is 3600 seconds. StyleProfileCacheDurationOnServer Side 14, None Rss Mosaic TRUE TRUE System Settings > Portal Settings The value indicates how long in seconds all the custom node style profiles should be cached on server side for. The default value is14400 seconds. This setting controls server and client values. Polycom, Inc. 211

212 Key Default Value New Location PlayersForMediaTypes Windows: sl3, ms, sl Flash: fl, sl3, h5v Mpeg4: sl3, h5v, fl, qt, ms, rm, sl Expression: sl3, h5v, ms, qt, fl, rm, sl Portal Properties > Configuration tab In the Admin Tool, this setting is called Media Player Preferences. EnableStyleProfilesOnClientSide TRUE System Settings > Portal Settings AccessTokenExpirationMinutes 30 System Settings > Portal Settings PlayIfMultipleBitrates FALSE Portal Properties > Configuration tab BreakHomepageOutOfIframeEnabled TRUE Portal Properties > Configuration tab ContentLaunchModes Uploader: ModalDialog; Portal Properties > Configuration tab Possible values: 1) Each of the following lines launches a different content type in a different mode: //Certificate: NewWindow; //Image: NewWindow; //Test: Mosaic; //Survey: Mosaic; //Search: ModalDialog; //Uploader: NewWindow; //Stream: Mosaic; //PolycomRssCall: ModalDialog; //TandbergConference: Custom; AccordentPresentation: Custom; //Setting its value to Custom will launch the original presentation in a new window. 2) To launch the original presentation in a new window: AccordentPresentation: NewWindow; DefaultTempUploadLocation _temp Portal Properties > Configuration tab ExternalAppExpiryDateOnUploadPage FALSE Portal Properties > Configuration tab > Blackboard ExternalAppOpenInNewWindowOnUploa dpage FALSE Portal Properties > Configuration tab > Blackboard Polycom, Inc. 212

213 Key Default Value New Location DisplayLibraryContentsOnUploadPag e FALSE Portal Properties > Configuration tab > Blackboard DefaultChaptersPageSize 10 Portal Properties > Configuration tab DefaultSlidesPageSize 28 Portal Properties > Configuration tab DefaultCaptionsPageSize 20 Portal Properties > Configuration tab OobLiveSyncInterval 3 Portal Properties > Configuration tab OOB live sync interval (in seconds). How often to perform an OOB sync for live presentations. OobLiveSyncMethod ProxyServer Portal Properties > Configuration tab OobLiveSyncCrossDomainFile cors.aspx Portal Properties > Configuration tab cors.asp cors.aspx cors-jp.asp cors.php OOB live sync cross-domain resource file from presentation web server. Or set up content web server to accept cross-domain request from PRMM, and then change the OobLiveSyncCrossDomainFile to g.htm. Polycom, Inc. 213

214 Configure Integrations with Partner Solutions The sections included here show you how to configure RealPresence Media Manager software for integration with the following partner solutions: Microsoft Lync 2010 and Microsoft Lync 2013 IBM Sametime Blue Coat Director Scala and X20 Media digital signage systems Integration with Microsoft SharePoint 2010 and Blackboard Learn 9.1 are described in dedicated integration guides. Polycom, Inc. 214

215 Integrate RealPresence Media Manager with Microsoft Lync 2010 and Lync 2013 RealPresence Media Manager software integrates with Microsoft Lync Server 2010 and Lync 2013 using the Polycom RealPresence Media Utility application to record, archive, and publish Lync sessions to your video content library. The integration of the Polycom platform with Lync Server 2010 and Lync Server 2013 enables users anywhere in the organization to capture presentations and conference sessions from their desktops and publish that content to RealPresence Media Manager. From RealPresence Media Manager, the content can be approved, transcoded, published (for example, to a Microsoft SharePoint 2010 or SharePoint 2013 portal), and distributed over the network. The solution helps administrators ensure secure distribution through user authentication and multilevel permissions features. Before you can use the RealPresence Media Utility for Lync, you need to configure some settings in the RealPresence Media Manager Admin Tool and in the RealPresence Media Utility. For Lync 2010 integrations, the Lync Server service must also be installed on any Microsoft Lync 2010 servers. For more information about installing and configuring the Lync Server service, see Configure the Lync Server Service. Integrating RealPresence Media Manager software and Lync 2013 does not require you to install the Lync Server service. Configure RealPresence Media Manager Software for Microsoft Lync 2010 Using the RealPresence Media Manager Admin Tool, configure the following settings for integrating with Lync Note: Integrating RealPresence Media Manager Software and Lync 2013 You do not need to update the AdminServices web.config file to integrate RealPresence Media Manager software with Lync Skip this step and go to Enable the RealPresence Media Utility License. Update the AdminServices web.config File for Creating Lync 2010 Presentations To create Lync presentations in the RealPresence Media Utility, you need to update the AdminServices web.config file with the location of the deployed Lync Server service. For more information about editing config files, see Configure Settings Using the Portal web.config Files. To update the AdminServices web.config file: 1 Browse to C:\inetpub\wwwroot\Polycom\RealPresence Media Manager\AdminServices\Web.config. Polycom, Inc. 215

216 2 Locate this section: <!-- If integrating with Lync, fill in the address to the location of the deployed Lync Server Service --> <endpoint name="wshttplyncserverservice" address=" binding="wshttpbinding" bindingconfiguration="wshttpbindingilyncserverservice" contract="accordent.contracts.lyncservices.ilyncserverservice" behaviorconfiguration="lyncserverserviceservicebehavior" /> 3 Replace the section address=" with the correct Lync Server service path for your deployed Lync Server. 4 Save your changes. Enable the RealPresence Media Utility License Enable the RealPresence Media Utility license in the RealPresence Media Manager Admin Tool and allocate the number of users you need. To enable the RealPresence Media Utility license: 1 Launch the RealPresence Media Manager Admin Tool and log in. 2 In the Portal Administration panel, right-click the root node and choose Properties. 3 In the Manage License tab, shown next, ensure that both a valid User Generated Content license and a valid Media Utility Users license are listed. 4 In the Default Portal section, select the User Generated Content and Media Utility check boxes. 5 Enter a number of allocated users if you have more than one portal using the Media Utility license. Polycom, Inc. 216

217 6 Click Save. Configure Authentication for the Portal After enabling the Media Utility license, set the portal authentication to Username. To configure authentication for the portal: 1 In the Portal Administration panel, right-click the Default Portal and choose Properties. 2 In the Authentication Profiles tab, set the authentication profile to use Username for logins. 3 Click Save. Enable Content Uploading for Lync Configure Lync to upload content to RealPresence Media Manager software. To enable content uploading in Lync: 1 In the Portal Administration panel, right-click the Default Portal and choose Properties. 2 In the Permissions tab, in the Users/Groups section, select a user or group, such as the Everyone group. 3 In the User/Group s Permissions section, select the Allow check box for Upload Content. 4 Click Save. Polycom, Inc. 217

218 Configure the RealPresence Media Utility for Lync In the RealPresence Media Utility application, configure the following settings. To configure the RealPresence Media Utility settings: 1 Launch the RealPresence Media Utility, shown next. 2 Choose Options > Settings to open the Settings dialog. 3 In the Portal URL field, enter the URL for your RealPresence Media Manager software. 4 Select the Enable Auto Upload check box. 5 Select the Category you want to upload your Lync content to. 6 Choose a Recording Folder location. 7 Click Apply. Polycom, Inc. 218

219 Create a Lync Presentation Using the RealPresence Media Utility After configuring the RealPresence Media Manager software and the RealPresence Media Utility, you can create a Lync presentation. To create a Lync presentation: 1 Launch the RealPresence Media Utility. 2 Click the Create My Presentation tab. 3 Do one of the following: Click the Create a Lync Presentation button. Click Next to start a tutorial that walks you through creating a Lync presentation. Upload a File Using the RealPresence Media Utility You can use the RealPresence Media Utility to upload content, including documents, images, and video, to RealPresence Media Manager software. User-generated content must be enabled in RealPresence Media Manager software to use this feature. For more information about configuring UGC, see Configure User-Generated Content. Polycom, Inc. 219

220 To upload content using the RealPresence Media Utility: 1 Launch the RealPresence Media Utility. 2 Click the Upload My Media tab. 3 Click the Choose My File button and browse to the file location. 4 Complete the metadata fields: File Category Type Title Date Speakers Description 5 Click Upload My File. RealPresence Media Utility uploads your file to the folder you selected in the Settings dialog when you configured the RealPresence Media Utility settings. Configure the Lync Server Service To use the RealPresence Media Utility for recording and managing Microsoft Lync 2010 sessions, you need to install the Lync Server Service on the Microsoft Lync 2010 server. The following steps show you how to install and configure the Lync Server Service. Polycom, Inc. 220

221 Note: Integrating RealPresence Media Manager Software and Lync 2013 You do not need to install the Lync Server service to integrate RealPresence Media Manager software with Lync To install and configure the Lync Server Service: 1 On the Lync 2010 server, open Microsoft Internet Information Services (IIS) Manager. 2 Right-click the root of the IIS server and select Add Application Pool 3 In the Add Application Pool dialog, enter a Name for the Lync Server Service, and select the.net Framework Version installed on the server. Polycom, Inc. 221

222 4 From the Managed pipeline mode drop-down list, select Integrated. 5 Select the Start application pool immediately check box. 6 Click OK. 7 In IIS Manager, right-click LyncServerService and select Advanced Settings... 8 In the Process Model section of the Advanced Settings dialog, click Identity, as shown next. 9 In the Application Pool Identity dialog, select Built-in Account, and then select NetworkService from the list. 10 Click OK. Polycom, Inc. 222

223 11 Create a new application in IIS to point to the Lync Server Service files provided by Polycom. In IIS Manager, right-click the Default Website and select Add Application. 12 In the Add Application dialog, click Select. 13 In the Selection Application Pool dialog, choose LyncServerService from the Application pool drop-down list. Then click OK. The new Lync Server Service now appears in the Default Web Site folders in IIS Manager. 14 Edit the RealPresence Media Manager software s Admin Services web.config file with the location on the Lync server of the IIS application you created in step 11. For more information about editing web.config files, see Configure Settings Using the Portal web.config Files. Polycom, Inc. 223

224 In the Admin Services web.config file, edit the Microsoft Lync settings to match the following example: 15 Restart the IIS service. Open a command prompt window on the Lync server and execute the iisreset command. 16 On the RealPresence Media Manager server, open a command prompt window and execute the iisreset command. Polycom, Inc. 224

225 Integrate RealPresence Media Manager with IBM Sametime RealPresence Media Manager software integrates with IBM Sametime using the Polycom RealPresence Media Utility application to record, archive, and publish Sametime meetings to your video content library. Before you can use the RealPresence Media Utility for Sametime, you need to configure some settings in the RealPresence Media Manager Admin Tool and in the RealPresence Media Utility. In addition, the IBM Sametime Connect client application must be installed on the same computer as RealPresence Media Utility. Configure RealPresence Media Manager Software for IBM Sametime Using the RealPresence Media Manager Admin Tool, configure the following settings for integrating with Sametime. Enable the RealPresence Media Utility License To begin, enable the RealPresence Media Utility license in the RealPresence Media Manager Admin Tool and allocate the number of users you need. To enable the RealPresence Media Utility license: 1 Launch the RealPresence Media Manager Admin Tool and log in. 2 In the Portal Administration panel, right-click the root node and choose Properties. 3 In the Manage License tab, ensure that a valid User Generated Content license and a valid Media Utility Users license are shown. 4 In the Default Portal section, select the User Generated Content and Media Utility check boxes. Polycom, Inc. 225

226 5 Enter the number of allocated users if more than one portal uses the Media Utility license. 6 Click Save. Configure Authentication for the Portal To configure authentication for the portal: 1 In the Portal Administration panel, right-click the Default Portal and choose Properties. 2 In the Authentication Profiles tab, set the authentication profile to use Username for logins. 3 Click Save. Enable Content Uploading for Sametime To enable content uploading for Sametime: 1 In the Portal Administration panel, right-click the Default Portal and choose Properties. 2 In the Permissions tab, in the Users/Groups section, select a user or group, such as the Everyone group. 3 In the User/Group s Permissions section, select the Upload Content check box. 4 Click Save. Configure the RealPresence Media Utility for Sametime In the RealPresence Media Utility application, you will need to configure several options. Polycom, Inc. 226

227 To add configure the RealPresence Media Utility settings: 1 Launch the RealPresence Media Utility. 2 Choose Options > Settings. 3 In the Settings dialog box, in the Portal URL field, enter the URL for your RealPresence Media Manager software. 4 Select the Auto Upload check box. 5 Select the Category to which you want to upload your Sametime presentation. Create a Presentation from a Sametime Meeting Using the RealPresence Media Utility After configuring the RealPresence Media Manager software and the RealPresence Media Utility, you can create a presentation from a Sametime meeting and upload the file using the RealPresence Media Utility. You may need to add a meeting room in the Sametime Connect client before creating a presentation. To add a meeting room in the Sametime Connect client: 1 Launch the Sametime Connect client. 2 Choose File > Preferences, and select Sametime Meeting Rooms. 3 In the Meeting Room Servers menu, click Add Meeting Room Server. 4 Enter properties in the following fields: Direct Connection Use HTTP Host Server Enter the URL for the IBM Sametime server Port Enter 9446 To create a presentation from a Sametime meeting using RealPresence Media Utility: 1 Launch the RealPresence Media Utility. 2 Click the Create My Presentation tab. Polycom, Inc. 227

228 3 Click the Create a Sametime Presentation button. Polycom, Inc. 228

229 4 In the Invite to Meeting Room dialog, shown next, select a Meeting room from the list, add invitees in the Name field, and click Send. Upload a Presentation After creating your presentation, or after your Sametime meeting ends, the RealPresence Media Utility uploads the presentation to the category you selected in the section Configure the RealPresence Media Utility for Sametime. To upload your presentation after your Sametime meeting ends:» When you stop recording your Sametime meeting, the Meeting Room dialog opens. Enter your presentation details in the following fields: Category Type Title Date Speaker(s) Description Polycom, Inc. 229

230 To preview your presentation:» Click the Upload My Presentation button. To cancel your presentation upload:» Click the Cancel Upload button You can also use the RealPresence Media Utility to upload a presentation manually. To upload a presentation manually using RealPresence Media Utility: 1 Launch the RealPresence Media Utility. 2 Click the Upload My Media tab. 3 Click Choose My File and browse to the file. 4 Complete the metadata fields: File Category Type Title Date Speaker(s) Description Polycom, Inc. 230

231 5 Click Upload My File. RealPresence Media Utility uploads your file to the folder you select in the Settings dialog during configuration. Polycom, Inc. 231

232 Integrate RealPresence Media Manager with Blue Coat Director This section shows you how to configure your RealPresence Media Manager software for integration with Blue Coat Director. You can distribute your RealPresence Media Manager content through your existing Blue Coat deployment using ProxySG appliances. You will need a valid RealPresence Media Director license and a Blue Coat integration license to complete this configuration. Note: Blue Coat Director Settings This guide includes information about the RealPresence Media Manager software configuration only. For more information about configuring Blue Coat Director settings, see your Blue Coat documentation To complete the integration, you need to create a Blue Coat Director server profile. Then add a Blue Coat content distribution network (CDN) to a new or existing distribution profile. Create a Blue Coat Director Server Profile You can create a Blue Coat Director server profile in the RealPresence Media Manager Admin Tool. To create a Blue Coat Director server profile: 1 In the Network Resources panel, click to expand Server Profiles, and then right-click an existing server profile or click New. 2 In the Work Area of the Server Profile: New tab, shown next, enter a Name and Description for your Blue Coat server. Polycom, Inc. 232

233 3 Select a portal for the Blue Coat server to be available in and set the Distribution Retry Count. The default is 5. 4 In the Server Type section, select Blue Coat Director from the list. 5 Enter the API Access credentials and Job Settings, as shown. Polycom, Inc. 233

234 6 In the Director Group Ids section, add your Blue Coat Director security groups by selecting them from the list. 7 Click Save. Add a Blue Coat CDN Next, you need to add a Blue Coat CDN to the distribution profiles. To add a Blue Coat CDN: 1 In the Network Resources panel, click to expand Distribution Profiles, and then right-click an existing server profile or click New. Polycom, Inc. 234

235 2 In the Distribution tab, click the New CDN button and select Blue Coat CDN from the list, as shown. 3 In the Blue Coat Director Servers section of the Distribution tab, click Resource Control to open the Resource panel for your Blue Coat Director servers. 4 Select a Blue Coat Director server from the list in the Resource panel. 5 In the Blue Coat Director Servers section of the Distribution tab, click Add to add the Blue Coat server to the Blue Coat CDN. 6 Add the Blue Coat Director groups you want to distribute content to in the Select Director Groups for Distribution section. Polycom, Inc. 235