Kaltura Vide Extensin fr SharePint User Guide Versin: 2.0
Kaltura Business Headquarters 5 Unin Square West, Suite 602, New Yrk, NY, 10003, USA Tel.: +1 800 871 5224 Cpyright 2014 Kaltura Inc. All Rights Reserved. Designated trademarks and brands are the prperty f their respective wners. Use f this dcument cnstitutes acceptance f the Kaltura Terms f Use and Privacy Plicy.
Cntents Preface... 4 Abut this Guide... 4 Audience... 4 Dcument Cnventins... 4 Sectin 1 Overview f the Kaltura Vide Extensin fr SharePint... 5 Hsting and Deplyment Optins... 5 Enterprise Training Center... 5 Crprate Cmmunicatin Prtal... 5 Crprate Archive... 5 Scial Sharing Site... 6 Institutinal Media Repsitry... 6 Benefits f Using the Kaltura Platfrm... 6 Sectin 2 Installatin... 7 Prerequisites... 7 Sectin 3 Initial Cnfiguratin... 8 Partner Settings... 8 Rt Categry Name... 10 Kaltura Widget Settings... 11 Kaltura Player Cnfiguratin... 11 Custmizing the Widgets... 12 Using the Security Permissins... 12 Uplading Media thrugh the Media Admin Page... 13 Cntrls in the Kaltura Media Admin Page... 14 Uplad Cntent... 14 Imprt... 14 Delete Cntent... 15 Actin Items fr Each Media Item... 15 Navigatin in the Kaltura Media Admin Page... 15 Sectin 4 Media Lk Up and Filters... 16 Web Part Prperties... 18 Sectin 5 Integrating Kaltura Cntent int the SharePint Federated Search... 22 Related Dcumentatin... 22 Edit the Federatin Search Lcatin... 23 Adding the Search Page t the Site Cllectin... 23 Example f the Federated Search Results... 26 Kaltura Vide Extensin fr SharePint User Guide 3
Preface This preface cntains the fllwing tpics: Abut this Manual Audience Dcument Cnventins Abut this Guide This guide prvides infrmatin abut the features and functinalities f the Kaltura Vide Extensin fr SharePint. NOTE: Please refer t the fficial and latest prduct release ntes fr last-minute updates. Technical supprt may be btained directly frm: Kaltura Custmer Care Cntact Us: Please send yur dcumentatin-related cmments and feedback r reprt mistakes t knwledge@kaltura.cm. We are cmmitted t imprving ur dcumentatin and yur feedback is imprtant t us. Audience This dcument is intended fr Kaltura partners, cmmunity members, and custmers wh want t understand hw t integrate the Kaltura Vide Extensin fr SharePint. Dcument Cnventins Kaltura uses the fllwing admnitins: Nte Wrkflw NOTE: Wrkflw: 1. 2. Kaltura Vide Extensin fr SharePint User Guide 4
SECTION 1 Overview f the Kaltura Vide Extensin fr SharePint Kaltura s Vide Extensin fr SharePint seamlessly integrates the Kaltura Online Vide Platfrm within an rganizatin s SharePint installatin. The Kaltura Vide Extensin fr SharePint ffers: A media repsitry fr adding, managing, searching and reusing media cntent A Web Part fr displaying vide and playlists, including advanced metadata and subtitling ptins A Kaltura Media Field fr inserting cntent in pages, including custmizatin f visual and data display. All cntent and metadata can als be accessed in a central lcatin thrugh the Kaltura Management Cnsle, and Kaltura s rbust APIs. Hsting and Deplyment Optins The Kaltura web part is installed n the custmer SharePint server, and affects all site cllectins within that server. The rich-media cntent, its metadata as well as the specific publishing settings and usage infrmatin that are stred in the Kaltura system, can be hsted by Kaltura, with n need fr a CDN relatinship r vide streaming slutin, r can be hsted by custmers as part f a self-hsted deplyment f Kaltura s vide platfrm. Kaltura ffers new pssibilities fr Vide-Enabled and is ideal fr building the fllwing: Enterprise Training Center Crprate Cmmunicatin Prtal Crprate Archive Scial Sharing Site Institutinal Media Repsitry Enterprise Training Center Use Kaltura tls t capture presentatins and meetings, and rganize them in a knwledge center. Include emplyee-generated guides and tutrials fr knwledge transfer. Crprate Cmmunicatin Prtal Stre twn hall meetings and CEO updates in a centrally managed lcatin. Use Kaltura s live bradcasting infrastructure t bradcast live t cmpanies arund the glbe. Crprate Archive Migrate media easily frm varius existing lcatins t a central platfrm. Kaltura Vide Extensin fr SharePint User Guide 5
Overview f the Kaltura Vide Extensin fr SharePint Distribute media frm a central lcatin t varius SharePint pages. Embed cntent utside f the SharePint server fr use in external web sites. Fr example, yur crprate web site. Scial Sharing Site Anyne can cntribute media assets: Allw rating and scial tagging f assets t drive the structure and presentatin f playlists and vides within the site. Based n permissins: Anyne can share cntent n scial netwrks r directly frm the site. Ideal fr students uplading cntent, university sprts teams, and mre. Institutinal Media Repsitry Migrate existing cntent t the clud. Centrally manage and expse cntent via a SharePint prtal r external website. Cntent is searchable, and can include custm metadata. Benefits f Using the Kaltura Platfrm Optimal Playback Experience leverages Kaltura s adaptive bitrate technlgy t prvide all viewers with the best playback experience; supprts bth prgressive dwnlad and RTMP (streaming) f vide cntent; all cntent is hsted and streamed by Kaltura; supprts playback with 508-cmpliant vide players and captining Flexible Cntent Organizatin vides are rganized by sites and are displayed accrdingly n the site. The Kaltura Management Cnsle (KMC) gives yu full cntrl f assigning vides t sites, allwing yu t easily rganize and present hundreds f vides. Easy End-User Media Uplading and Authring enables users t uplad and share their wn vides frm desktp, webcam and mbile surces. Easily mderate submissins and manage blcking f trublesme users. All vides are hsted and mnitred by Kaltura in fully redundant and replicated data centers, preventing SharePint frm stalling under the weight f vide files. Vide streaming is enabled thrugh Kaltura s tier 1 glbal CDN partners, ensuring state-fthe-art vide quality wrldwide. Security is built in; cntent can be restricted t the firewall perimeter. Kaltura Vide Extensin fr SharePint User Guide 6
SECTION 2 Installatin This sectin describes hw t install the Kaltura Vide Extensin fr SharePint. The installatin package cntains the fllwing file: Kaltura Extensin.wsp cntains the Web Part cde. Prerequisites Yu are using SharePint Server 2010. Yu must be a SharePint farm administratr. Yu must have the ability t add a new surce t the event lg (mst administratrs have this capability). Required skills: Yu shuld knw hw t deply slutins t a SharePint server. T install the Kaltura SharePint Extensin In the Kaltura Management Cnsle (KMC), create a rt categry (fr example: SharePint ). The SharePint categry is the rt categry frm which all cntent is streamed t the SharePint users. Yu can cnfigure multiple SharePint servers (fr example, multiple extensin instances) by pinting the server lcatins t different rt categry. In the SharePint management shell, run the fllwing cmmand: add-spslutin LiteralPath <path t the SharePint executable filename> Access the SharePint site Central Admin. a. Access Slutin Management. This is usually fund at the URL: http://server name:centraladminprt/_admin/slutins.aspx b. Deply the slutin in the apprpriate web applicatin. c. G t Site Cllectin features and activate the feature Kaltura Vide Extensin. d. Cnfigure the Kaltura Partner Settings. T remve the Kaltura SharePint Extensin Deactivate the feature in the Site Cllectin. Retract the slutin in Central Admin. This remves all data related t the feature. Remve the slutin frm the SharePint Management Shell: Remve-SPSlutin -Identity KalturaExtensinfrSharePint.ws Kaltura Vide Extensin fr SharePint User Guide 7
SECTION 3 Initial Cnfiguratin The initial cnfiguratin f the Kaltura Vide Extensin fr SharePint shuld be perfrmed by the site administratr. The cnfiguratin impacts all sites in the cllectin. T cnfigure the Kaltura Vide Extensin fr SharePint, yu shuld have administrative rights n the Web site, including ManageSubwebs, ManagePermissins, and ManageWeb permissins. By Default, Full Cntrl permissin level includes these rights. Partner Settings The Partner Settings are used t map the infrmatin frm the Kaltura Management cnsle (KMC) t the Kaltura Vide Extensin fr SharePint. Yu will need a partner ID t cnfigure the Partner Settings. T btain r access yur Kaltura Partner ID, Fr existing accunts: G t the KMC and select Settings> Integratin Settings and cpy yur Partner ID. If yu d nt have a Kaltura accunt: Select Site Actins > Site Settings and then under Kaltura Media Settings click Partner Settings. Kaltura Vide Extensin fr SharePint User Guide 8
Initial Cnfiguratin Use the link Obtain Partner ID t create a Partner ID. Alternatively, yu can g t http://crp.kaltura.cm/abut/signup and sign up. T cnfigure the Kaltura Partner Settings Select Site Actins>Site Settings. Select Partner Settings under Kaltura Media Settings". Enter the fllwing: Service URL the URL f the Kaltura media server that hsts the media files and metadata. The default is http://www.kaltura.cm/ Partner ID Admin Secret User Secret Rt Categry Name each SharePint Server shuld have a unique Rt Categry Name. (Optinal) Custm Data Prfile ID: Kaltura allws yu t add yur wn metadata schema by creating a prfile n the Kaltura server under Settings>Custm Data. The prfile can cntain varius custm fields. Kaltura Vide Extensin fr SharePint User Guide 9
Initial Cnfiguratin When yu create a schema with metadata in the KMC, the fields are displayed as additinal metadata fr the media items. When a partner prfile is cnfigured in the SharePint site, the cnfigured custm prfiles are displayed belw the edit field. (Optinal) Check the Allw users t brwse all Kaltura cntent checkbx t cntrl whether the media selectin is restricted t the current site and sub-sites. Rt Categry Name Each SharePint Server has a unique rt categry identified with it. The rt categry is created in the KMC. Yu may have multiple rt categries where each rt categry represents a different SharePint Server in yur rganizatin. In SharePint, the rt categry is defined in the Partner Settings Page. Kaltura Vide Extensin fr SharePint User Guide 10
Initial Cnfiguratin Kaltura Widget Settings The Widget Settings are used t cnfigure custm players, uplad widgets, webcam recrders r thumbnail recrders. The players that were created in the KMC Studi are listed in the drp dwn menu and can be used in the Kaltura Vide Extensin fr SharePint. T access the Kaltura Widget Settings Select Site Actins>Site Settings. Select Widget Settings under Kaltura Media Settings". The Kaltura Widgets Settings Windw is displayed. Kaltura Player Cnfiguratin The Kaltura Vide Extensin fr SharePint uses a default player created in the KMC Studi. Only the web administratr that has administrative rights t the Web site, including ManageWeb permissins, can custmize the player. By default, Full Cntrl permissin levels include these rights. The player cnfiguratin is set per Site Cllectin and is nt inherited by the parent site. T custmize the player In the Kaltura Widgets Settings windw, select a player frm the drp dwn menu. r Click Create New Player. Kaltura Vide Extensin fr SharePint User Guide 11
Kaltura Media Management The KMC lgin windw is displayed. Lgin t the KMC and create a player. Save. Refresh the page t display the player yu created. Custmizing the Widgets Yu can use the default widgets r custmize the fllwing widgets: Uplader Webcam Recrder Thumbnail Recrder Screen Capture Recrder T custmize the widgets Fr each widget in the Kaltura Widget Settings windw, check Use Default t use the widget that is inherited frm the parent site r enter the widget ID t custmize the widget. Click Set Default Settings t revert t the parent site setting. Click OK t save settings. Kaltura Media Management The Kaltura Media Admin page is the central lcatin fr managing all the Kaltura media n the site. Only the web administratr that has administrative rights t the Web site, including ManageWeb permissins. By default, Full Cntrl permissin levels include these rights. Using the Security Permissins The Kaltura Vide Extensin fr SharePint includes the fllwing permissin grups: Kaltura Media Admin: Cntrls the media n the site; enables editing all media items upladed by anyne. Kaltura Media Cntributrs: Enables uplading media t the site. Kaltura Vide Extensin fr SharePint User Guide 12
Kaltura Media Management T access the Media Management Page Select Site Actins > Manage Media. Alternatively, yu can access this page by ging t the Site Settings and selecting Manage Media under Kaltura Media Settings. Uplading Media thrugh the Media Admin Page Media may be upladed t the Kaltura server thrugh the KMC as well as thrugh the Kaltura Vide Extensin fr SharePint via the Kaltura Media Admin page (accessed thrugh Manage Media). Fr the rt site, media is saved t the cnfigured rt categry n the Kaltura server. If yu uplad media frm the Kaltura Media Admin page, in a sub-site, the new categry is created in the KMC with the same name as the sub-site. Fr example, media was upladed frm the Kaltura Media Admin page, PressReleases sub-site. The new sub site created in the KMC is displayed accrdingly. Kaltura Vide Extensin fr SharePint User Guide 13
Kaltura Media Management Cntrls in the Kaltura Media Admin Page Yu can uplad, imprt r delete media thrugh the Kaltura Media Admin Page. Uplad Cntent The fllwing ptins are available fr uplading cntent: Uplad Media: Opens the Uplad widget. When yu select the media type (vide r audi) and select the file, it uplads the file t Kaltura t the categry assciated with the site. Capture frm web cam: Allws yu t capture vide frm any web cam cnnected t yur PC and t uplad it directly t Kaltura. Capture frm screen: Allws yu t capture and recrd yur screen and uplad them Imprt Opens the KMC, and allws yu t imprt data frm yur Kaltura accunt t any site. Kaltura Vide Extensin fr SharePint User Guide 14
Kaltura Media Management Delete Cntent Deletes media bth frm Kaltura and frm the site. Fr multiple deletins, check all the items yu want t delete and click the Delete buttn. Actin Items fr Each Media Item Each item in the media list has an actin drp dwn menu: Edit item: Allws editing all metadata fr this media item. Edit thumbnail: Enables yu t play the vide and use a buttn t capture a new thumbnail. Mre advanced thumbnail capabilities are available in the KMC. Delete: T delete a single item, chse the Delete actin frm the item's drp dwn menu. Shw prperties: Allws yu t view the prperties f the media item, including custm metadata. Shw preview: Select Shw preview t play a preview f the media item in a player that pens in a new windw. Navigatin in the Kaltura Media Admin Page The list f sub-sites defined in the SharePint implementatin, is displayed n the left f the Kaltura Media Admin page. Click n a sub-site t access the media management fr the sub-site. Kaltura Vide Extensin fr SharePint User Guide 15
SECTION 4 Media Lk Up and Filters Search and filtering capabilities are available thrugh the Kaltura Media Admin page. T limit the display t a specific grup f vides, yu can enter a search string in the Search bar. Search will lk fr matched data in all text strings assciated with the media, including name, descriptin and metadata. In additin, the fllwing filters are available: My media: Display nly media upladed by the currently lgged-in user. Current site and subsites media nly: This cntrls whether media selectin is restricted t the current site and subsites by cnfiguratin f cntent sharing in the Partner Settings. This allws yu t narrw the search t the specific site yu are currently brwsing instead f the entire SharePint server. Adding a Web Part After yu add a web part t a page, yu can custmize the web part. T add the Kaltura Media Web Part t a page Select edit in the page yu want t add the Web Part and then select Insert> Web Part. Select Kaltura and the Kaltura Media Web Part and click Add. Click Save and Clse. Kaltura Vide Extensin fr SharePint User Guide 16
Adding a Web Part Select Edit frm the web part's drp-dwn menu t pen a cnfiguratin pane n the right. Edit Permissin: Only a Site Administratr, a Kaltura media administratr r a Kaltura Media cntributr can custmize the web part. Nn-privileged users will receive the fllwing message: Kaltura Vide Extensin fr SharePint User Guide 17
Adding a Web Part Web Part Prperties T cnfigure the Web Part prperties Enter the fllwing infrmatin: Web Part appearance - Select the layut f the web part and the metadata assciated with the media frm the Web Part appearance drpdwn. The available ptins are: Title nly: Display the title nly Full text n right side: Display all available metadata and the player n the right side player; Full text n bttm: Display all available metadata and the player n bttm. Single Entry - use this ptin t display a single media item. Kaltura Media ID - Select a specific media item t display. Click the edit bx t display the media selectr. Playlist: Tggle this ptin t cause the web part t display the first item frm a filtered playlist. Filter Keywrds: Define keywrds fr the search filter. These will be matched against the tags f the media. Kaltura Vide Extensin fr SharePint User Guide 18
Embedding Kaltura Media as a Clumn in SharePint Lists If the keywrd bx is left empty, the search will match all media items. Fr example, if yu want t create a mst recent playlist r mst ppular playlist keep keywrds empty and check the relevant bxes. If the requested item des nt exist, the message N media fund! will be displayed Media types: Cntrl the media file types t appear in the playlist. Keywrd search cntext: Define the search scpe as the current site and sub sites r all sites accrding t the cnfiguratin f cntent sharing in the Partner Settings. View warning message: If the cntext f the search is defined as All Items and the cnfiguratin f cntent sharing in the Partner Settings is set t frbid users t brwse all Kaltura cntent n SharePint, yu will receive a warning message and media will be selected nly frm the current site and sub sites. Partner settings: Allw users t brwse all Kaltura cntent n SharePint Kaltura Web Part Keywrd search cntext Yes All Items N Current Site and Subsites Warning displayed /search restricted N N All Items Yes Current Site and Subsites N Order by - Cntrls the rder f the playlist. Number f preview items displayed - enter the number f thumbnails. The default is 5 displayed. Padding between preview items - Enter the padding between thumbnails in the playlist. The default, padding between preview items is 5px. Embedding Kaltura Media as a Clumn in SharePint Lists Yu can add media int a clumn in a SharePint list. Kaltura Vide Extensin fr SharePint User Guide 19
Embedding Kaltura Media as a Clumn in SharePint Lists T add media int a clumn In the Hme page left panel, select Lists. Click create, select a list, and then select Create Clumn. Enter the Clumn name and select Kaltura Media as the type... After yu cnfigure a site clumn, yu can add the clumn t a SharePint list, and select Kaltura media items t include in the list items. T embed Kaltura Media int a SharePint list In the Hme page left panel, select Lists. Click create. Create a clumn in the list, using the cnfigured Kaltura Media type. See Embedding Kaltura Media as a Clumn in SharePint Lists. Under Additinal Clumn Settings, cnfigure the clumn settings fr the appearance f the media. When yu add a new item t the list, a dialg bx requests media infrmatin: Kaltura Vide Extensin fr SharePint User Guide 20
Embedding Kaltura Media as a Clumn in SharePint Lists Enter a Title and the Kaltura media ID. Click Save. Kaltura Vide Extensin fr SharePint User Guide 21
SECTION 5 Integrating Kaltura Cntent int the SharePint Federated Search This sectin describes hw t integrate Kaltura cntent int the Federated Search. Related Dcumentatin Fr mre infrmatin abut the Federated Search in SharePint 2010: http://msdn.micrsft.cm/en-us/library/cc806030(v=ffice.14).aspx http://www.sharepintsharn.cm/2010/11/search-set-up/ http://virtualizesharepint.cm/2012/01/03/cnfiguring-federated-search-in-sharepint-2010/ T integrate Kaltura cntent int the Federated Search In the SharePint Central admin windw, g t Applicatin Management and select Manage Service Applicatin. Select Search Service Applicatin. In the left pane, select Federated Lcatins frm the Queries and Results sectin. Click Imprt Lcatin. Brwse t and imprt the federated lcatin given by Kaltura (KalturaFederatedLcatinExample.OSDX) t the Central administratin. Cntinue t edit the lcatin. Kaltura Vide Extensin fr SharePint User Guide 22
Integrating Kaltura Cntent int the SharePint Federated Search Edit the Federatin Search Lcatin T edit the Federated Search General Infrmatin Sectin In the General Infrmatin sectin, change the Display Name t site cllectin name. Enter a Descriptin. T edit the lcatin In the Query template sectin, change the template site cllectin t yur site cllectin address. (ptinal) If yu want t cnfigure the Mre Results page, enter the Mre Results link. Create a new Page in yur site cllectin fr the Mre Results page and then cpy the link. In the Specify Credentials sectin, under User: select Kerbers. Yu might need t reset yur SharePint web server (iisreset) t see the new lcatin in the web part lcatin ptins. Click OK t add the lcatins t yur search results pages. Adding the Search Page t the Site Cllectin Yu can create a new site fr yur search r create a web part n an existing page. T create a New Site fr yur Search G t Site Actins and select New Site. Enter a Title, Descriptin and URL. In the Template selectin sectin select the Enterprise tab. Select a template. Select the permissins and navigatins ptins. Click Create. Kaltura Vide Extensin fr SharePint User Guide 23
Integrating Kaltura Cntent int the SharePint Federated Search T create a web part n an existing page Select site Actins and then select page r select the Page tab. Chse where t place the web part based n the frame. Click Add Web part. There are three web parts assciated with the Federated Search. Federated Results Search cre results Kaltura Vide Extensin fr SharePint User Guide 24
Integrating Kaltura Cntent int the SharePint Federated Search Tp Federated results See Example f the Federated Search Results. Select Search frm the Categries list. Select a search type and click Add The fllwing example displays the selected search, Federated Results placed n the bttm half f the page. Yu can drag and drp yur selectin t the area in display where yu want the search t appear. Select Edit Web part t change the lcatin t yur site lcatin n Kaltura. Kaltura Vide Extensin fr SharePint User Guide 25
Integrating Kaltura Cntent int the SharePint Federated Search Select Kaltura sites/site cllectin name and Click OK The search is nw set t the site cllectin n Kaltura. Example f the Federated Search Results The fllwing screen illustrated the three types f search results. Federated results n the right hand side Tp federated results n the tp. Search cre results secnd n the left. Nte! The number f items t shw shuld be the same as the main search cre results fr the paging t wrk prperly. Kaltura Vide Extensin fr SharePint User Guide 26
Integrating Kaltura Cntent int the SharePint Federated Search Yu can limit the display t a few results and add the mre results link in the web part prperties. See Edit the Federatin Search Lcatin fr mre infrmatin. NOTE: Fr better perfrmance and functinality, we d nt recmmend t add mre than ne Kaltura cntent Federated results per page. Kaltura Vide Extensin fr SharePint User Guide 27