RealPresence CloudAXIS Suite Administrators Guide Software 1.3.1 USER GUIDE Software 6.7 January 2015 3725-75302-001A RealPresence Media Manager Polycom, Inc. 1
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. 6001 America Center Drive San Jose, CA 95002 USA Trademarks 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 email 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. Email 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
Contents Conventions Used in Polycom Guides... 4 Information Elements... 4 Typographic Conventions... 4 Before You Begin... 5 Required Software... 5 Get Help... 5 The Polycom Community... 5 Explore a Portal... 6 Open a Portal... 6 Log in to a Portal... 6 View Content on a Portal... 6 View a Presentation... 7 View a Live Presentation... 7 View an Archived Presentation... 8 Choose the Screen Layout for a Presentation... 8 View Presentation Slides in a Separate Window... 9 Ask a Question During a Presentation... 9 View a Speech-to-Text Transcription of a Presentation... 10 Search a Web Portal... 10 Search with Key Words... 10 Search with Advanced Criteria... 11 Search with Data Tags... 11 Share Video or Other Content on a Portal... 13 Link or Embed Content on Another Web Platform... 13 Share Content on an Available Social Network... 14 Upload User-Generated Content to a Portal... 14 Upload a Video Presentation... 15 View Uploaded Content in the Portal... 16 Polycom, Inc. 3
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. Web Info 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. 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 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 external sites and documents. Used for code fragments and parameter names. Polycom, Inc. 4
Before You Begin This Polycom RealPresence Media Manager User Guide provides instructions for end users of web portals powered by RealPresence Media Manager. This guide shows you how to use the features available to a general user of one of these portals. Required Software RealPresence Media Manager portals can be viewed on most networked devices, including tablets, smart phones, and computers, with any supported web browser including the following: Microsoft Internet Explorer 9 and above Google Chrome 9 and above Mozilla Firefox 14 and above Safari version 7 on Mac OS Get Help For more information about installing, configuring, and administering Polycom products, refer to Documents and Downloads at Polycom Support. 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. 5
Explore a Portal Content in a portal powered by RealPresence Media Manager is displayed on a web page and viewed in the way you would access a standard website using a web browser. This section shows you how to find and view content that is available on a portal that has been made available to you to attend a course or presentation or view related videos, presentations, surveys, and other information. Open a Portal You can watch stored and live video presentations and access other information that has been posted on any Portal to which you have been given a web address and been granted access. To open a portal: 1 Using a networked Windows PC or Mac, or a compatible mobile device such as an Apple ipad or Android tablet, open a supported internet browser. 2 In the browser s address bar, enter an http domain name or IP address of a portal you want to access, as shown in the following examples: http://<123.456.78.9> http://<realpresence.polycom.com> Entering the address displays the default portal, or web page, that you want to view. By default, most portals are configured for anonymous users, which means you can watch any of the unsecured content that is displayed in the portal without logging in. You must log in to view secure content. Log in to a Portal To view secure content, you must first log in to the portal using a supported web browser on a supported computer or mobile device. To log in to a portal from a standard web browser: 1 Open the portal web site in a web browser. 2 Do one of the following: In the Login dialog, enter the email address or user name and password that you use to access the portal. Then click or tap Login. If you do not yet have a username and password, click or tap Register. Then enter an email address and Password of your choice, as prompted in the Registration dialog. Then click or tap Register, and follow the prompts to set up a user name and password for the portal. View Content on a Portal Content is organized within categories on the portal. Content available within any category can include images, video streams, presentations, links, conferences, surveys, audio files, and other items that portal Polycom, Inc. 6
administrators have included for users to view. The category that is currently open is shown to the right of the Category drop-down menu on the main portal page. Content available in the category is displayed in the top pane of your browser. To view content on a portal: 1 From the main portal page, do one of the following: Click the Categories menu to display a list of available content categories, as shown in the following example. Sample categories Click any category listed on the horizontal menu bar, as shown in the example below. Click the layout icon on any window heading to display the contents of that window in the main viewing pane of your web browser, as shown. 2 Click any thumbnail to view the video or other content that is linked to it. 3 Click the Play btton to view a video or presentation. View a Presentation You can view either live or archived presentations that have been made available on your portal. View a Live Presentation You can view live presentations through links that are listed in the Live and Upcoming Events pane in your main browser window. View the details of those live events to determine the times and dates that they are scheduled to occur. Polycom, Inc. 7
To view a live presentation:» Click a link in the Live and Upcoming Events pane, as shown, to open a presentation when it is scheduled to begin, and then click Play to start the video stream. View an Archived Presentation You can view any presentation on the portal that has been shown previously and archived on the portal for viewing. The tabs shown below a presentation give you access to different types of information and offer more options for interacting with it. You can view details, chapters, or slides within a presentation. To view details associated with the presentation:» Click the Details tab to view available information about the presentation, such as the title, speaker, description, and presentation date. To view chapters in a presentation:» Click the Chapters tab to view a list of chapters within the presentation. Then click to go to the chapter you want to review To view individual slides within a presentation:» Click the Slides tab to display a thumbnail listing of individual slides within the presentation. Click on any slide to view it or to start viewing the presentation from that point. Choose the Screen Layout for a Presentation If a live or archived video presentation includes slides, you can view both the video content and the slides within your browser. The layout icons at the left of the presentation screen allow you to arrange the two windows in a way that is most comfortable for you, as shown in the following table. To select a screen layout for a presentation:» Click the screen layout icon that represents the layout you want to use to view the presentation, as shown in the following table. You can change the screen layout at any time. Presentation layout icons Icon Screen Arrangement Small video screen in the left pane, with a larger presentation screen in the right pane. Large video screen in the left pane, with a smaller presentation screen in the right pane. Medium-sized video and presentation screens, with the video in the left pane and the presentation in the right pane. Polycom, Inc. 8
Icon Screen Arrangement Large presentation screen in the left pane, with a smaller video screen in the right pane. Small presentation screen in the left pane, with a larger video screen in the right pane. Medium-sized video and presentation screens, with the presentation in the left pane and the video in the right pane. Video presentation only. Slide presentation only. View Presentation Slides in a Separate Window While viewing either a live or stored presentation that includes both video and slides, you can open the presentation slides in their own window and then move the slide to another part of your screen or make it larger to view fine detail. You can also adjust the size of the window on your screen for viewing. This Zoom Slide feature is available in Windows and Mac desktop operating systems, and ios and Android mobile operating systems. To view presentation slides in a separate window: 1 Play a presentation containing slides in the RealPresence Media Manager player. 2 Hover your mouse over a slide during the presentation and click the left mouse button. The slide opens in its own window. 3 Click the slide, and then drag it to another part of your screen. 4 Drag a corner of the slide to adjust the size. 5 Click the close button in the top-right corner to close Zoom Slide. Ask a Question During a Presentation If the administrator has enabled questions, you can submit questions to the speaker, owner, or moderator of the presentation while a live presentation is in progress. To ask a question about a presentation: 1 On the presentation page, click Moderated Q&A. 2 Type your question in the Ask A Question field. 3 Select the Submit question anonymously check box if you want to hide your user name from the moderator. 4 Click Submit to send the question to the moderator. Polycom, Inc. 9
Ask a question about a presentation View a Speech-to-Text Transcription of a Presentation Some presentations may include a speech-to-text transcriptions that allow you to read the text of a video presentation. To view a speech-to-text transcription of a presentation: 1 On the main page where the presentation is located on the portal, click the Transcript or RAMP tab. 2 In the Sentence column, read the transcribed audio and note the time that the audio segment occurs and the name of the speaker. View the start time of the sentence in the Time column, and the speaker in the Speaker column. 3 Click next to a sentence to go to the point in the video where the sentence occurs, as shown in the example below. Search a Web Portal Search through the web portal for presentations or for information about any presentation that is stored there. You can also search metadata related to a presentation, including words in a transcript. Search with Key Words Use the search dialog to search for content based on key words. Polycom, Inc. 10
To search through portal content with key words:» Enter key words in the search dialog and click the search icon. Search with Advanced Criteria Use the advanced search feature to search based on metadata that has been associated with content on the portal. You can search based on such information as a title, description, date, rating, tags, or other metadata. You can also filter the data by content type. To search through the web portal using advanced criteria: 1 Click Advanced next to the search dialog in the upper right-hand corner of the portal web page. 2 Enter search criteria based on the title, description, date created, rating, or other metadata in the corresponding dialog. 3 Use the Type dropdown menu if you want to select a specific type of content, or filter. 4 Click Search to open an advanced-search dialog. 5 Enter data into the fields that you want to use to search for content. Then click Search to generate a list of available content that meets your search criteria. Search with Data Tags If administrators and data owners have included data tags in the details for videos and other content, you can use those tags to search for other site content that includes the same tags. Polycom, Inc. 11
To search through content using data tags: 1 Select a video or other content piece that is posted on your portal. 2 Click More Details to open the content in a browser window. 3 In the Details for the content you have selected, view the data tags that have been created for the video or other content piece that you have selected. 4 Click one of the tags to search through the portal for other content that contains the same tag and generate a list of available content. Polycom, Inc. 12
Share Video or Other Content on a Portal If sharing has been enabled by the portal administrator, you can share a presentation on another portal, website, blog, or other sharing platform, either by embedding or linking the content. Link or Embed Content on Another Web Platform If sharing has been enabled, you can link or embed a video or other content on another web page or sharing platform. To link or embed content on another web platform: 1 On the presentation page, click Details to open presentation details. 2 In the Details tab, click the Share button. 3 Do one of the following: Click Link if you want to provide a link to the video or presentation on your sharing platform. Click Embed, if you want to embed the video or presentation within your sharing platform. Share the presentation from the Details tab 4 Select the Display Options that you want to include with your shared content, as outlined in the following table: Display Options for Video Sharing Option Chrome Definition Enable the link for a Chrome browser. Toolbar Polycom, Inc. 13
Option Captions Details Auto play Definition Include captions with the video if they are available. Include details about the video with your link or embedded video. Enable auto play so that the video plays automatically when a user opens it. 5 Copy the html code to the appropriate location in your preferred web sharing platform or website. Share Content on an Available Social Network You can also share content in email or on your social networks if such sharing has been enabled by the portal s administrators or content owners. Familiar icons will be available for social networks and other platforms that have been enabled. If social network icons are not displayed in the content details, then sharing has not been enabled for those social networks. To share video or other content on an available platform: 1 Select Details for the video or other content piece you want to share. 2 Click the icon for the platform or social network on which you want to share the content, as shown. 3 Follow the prompts in the pop-up windows that direct you to log in to or select an account for the selected social network, add comments, and share the content on the social network you have selected. Upload User-Generated Content to a Portal You can upload various content including videos and presentations to a portal if the portal administrator has enabled user-generated content for it. Some uploads may require separate approval by an administrator or moderator before they can be shown on the site. Currently, the portal supports video and presentation uploads in *.zip format that have been created using any of the following platforms: Polycom Media Editor / Accordent PresenterPLUS (ZIP Packaging Option) Camtasia Studio for Windows v8.3.x Camtasia for Mac v2.7.x Camtasia Relay v4.x Mediasite v5.x (PublishToGo Format) Mediasite v6.x (PublishToGo Format) When for archiving presentations for upload, follow the instructions in your media platform, and use the *.ZIP packaging option. When you are uploading a file for sharing on the portal, the server checks the file to verify that it was created using one of the supported media formats. Multiple presentations per archive or *.zip file are supported. Each presentation must be in a separate folder within the *.zip file. Polycom, Inc. 14
Upload a Video Presentation Presentations must contain media files that allow for progressive downloads, for example *.wmv, *.mp4, and others. To upload a video to the portal: 1 Log in to your default portal. 2 In the top-right corner of the portal, click My Uploads. 3 Click Upload a file. 4 Browse to the video archive you want to upload. Select the file, and click Open. The video begins uploading. 5 While the video is uploading, you can enter information in the Title and Description metadata fields. 6 After uploading is complete, from the list in the Category field, select Default Category, or any category except User Generated Content. Polycom, Inc. 15
By default, the User Generated Content category is preconfigured to require an administrator s approval for an uploaded video to be playable in the portal. When you select a category other than the User Generated Content category, such as Default, the portal upload feature automatically transcodes the video and makes it available to all users of the portal. 7 Click Save Changes. The video is now available in the portal in the category you selected. View Uploaded Content in the Portal You can view the video you uploaded to the selected category in the portal to verify that an upload has been successful. To view your uploaded video content in the portal: 1 In an Internet browser on a Windows PC, Mac, or mobile device, log in to the portal. 2 Click or tap the Categories button to display the portal tree. 3 Click or tap the category you uploaded the content into. The video content you uploaded appears on the page for the category you uploaded to. Polycom, Inc. 16