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1 SelenioFlex File Version August 2015

2 Publication Information 2015 Imagine Communications Corp. Proprietary and Confidential. Imagine Communications considers this document and its contents to be proprietary and confidential. Except for making a reasonable number of copies for your own internal use, you may not reproduce this publication, or any part thereof, in any form, by any method, for any purpose, or in any language other than English without the written consent of Imagine Communications. All others uses are illegal. This publication is designed to assist in the use of the product as it exists on the date of publication of this manual, and may not reflect the product at the current time or an unknown time in the future. This publication does not in any way warrant description accuracy or guarantee the use for the product to which it refers. Imagine Communications reserves the right, without notice to make such changes in equipment, design, specifications, components, or documentation as progress may warrant to improve the performance of the product. Trademarks SelenioFlex, SelenioFlex File, SelenioFlex Live Manager and Zenium are trademarks or trade names of Imagine Communications or its subsidiaries. Microsoft and Windows are registered trademarks of Microsoft Corporation. All other trademarks and trade names are the property of their respective companies. Contact Information Imagine Communications has office locations around the world. For domestic and international location and contact information, visit our Contact page ( Support Contact Information For domestic and international support contact information see: Support Contacts ( ecustomer Portal ( Academy Training ( Imagine Communications Corp. Proprietary and Confidential. Version Page 2

3 Contents Contents SelenioFlex File Overview... 8 Features... 8 SelenioFlex File System... 8 Installation System Requirements Installation Overview SFX-File Manager Setup with No Backup Manager SFX-File Manager Setup with a Backup Manager Before Running the SFX-File Installer Before Installing the Management or Agent Software License Server Installation for a Redundant Setup Additional Instructions for a Redundant License Server Setup The License Server Console The SelenioFlex File Installer (Windows OS) Manager Install Console Install Transcode Host System for Stream Engines Transcode Host System for Zenium Engines Configuration Wizard License Server System Address SelenioFlex File Domain Name SelenioFlex File Manager Security Discovery Method Database Backup Manager SelenioFlex File Manager SNMP Monitoring Stream Server Zenium Server Zenium Plugins Installation Information Imagine Communications Corp. Proprietary and Confidential. Version Page 3

4 Contents Managing the Services Licensing Licensing for Zenium Engines Licensing for Stream Engines Additional Installation Notes Networking Firewalls and Network Ports Paths and Permissions for Output and Watch Folders Upgrading SelenioFlex File Software The License Server as of Version Installing New Builds on the SFX-File System Installing New Builds on Transcode Host Systems Getting Started Create the Zenium Blueprint or Stream Project Launch the SFX-File Console Resources and Groups Creating a Watch Folder Output Files and Assets Monitoring Transcode Tasks Zenium Transcode Blueprints Transcode Blueprint Creation Overview Launch Zenium Designer Zenium Blueprint, Graph and Component Basics Blueprint Properties Expression Editor Exposing Component Properties Exposing Entire Property Groups Set the Input Single Source Files Transcode Requests Clip Lists (Multiple Input Files) Create a Clip List XML file Primary Source File Extended Clip List Create the Processing Portion of the Graph Set the Output Assets File Metadata Imagine Communications Corp. Proprietary and Confidential. Version Page 4

5 Contents Save the Blueprint Submitting Directly to SelenioFlex File Additional Information Stream Projects for SelenioFlex File Creating a Stream Project Create or Add Codec Profile(s) Select Input Type Add Plugins Select Output Settings Save the Project More Information about Stream Software Using SelenioFlex File Connect to the SFX-File Manager Zenium Plugins Repository Adding or Sync'ing Plugins Summary Agents For Agent Systems with Zenium Engines For Agent Systems with Stream Engines For All Agent Systems Agent System Monitor Resources Groups Groups Running Engines in a 32-bit Environment Stream Transcode Groups and Licensing Using the Schedule to Move Resources Groups and Watch Folders Watch Folders Standard Features for Watch Folders Advanced Options for Zenium Watch Folders Advanced Options for Stream Watch Folders Submitting Clip Lists to Watch Folders Transcode Tasks Queues Tasks Purging Transcode Tasks from the Database Managed Files Alerts Imagine Communications Corp. Proprietary and Confidential. Version Page 5

6 Contents Licenses Schedule Network Monitor Jobs Using Quality Control Servers Setting Up the QC Server Adding a QC Server to a Watch Folder Testing Your Setup Remote Software Upgrades SNMP Monitoring Advanced User Security SelenioFlex File Feature Chart Installing and Configuring Third Party Databases PostgreSQL Install PostgreSQL Configure PostgreSQL Configure the Server Confirm Connectivity to the Database Automatic Index Creation Backup the Database Oracle 10g Oracle Requirements Configure SFX-File Manager Automatic Index Creation Backup the Database Microsoft SQL Server SQL Server 2005 Requirements Configure SFX-File Manager Automatic Index Creation Backup the Database Troubleshooting SelenioFlex File Manager Network Issues Remote Software Upgrade Issues Additional Operating System Considerations Log Files Imagine Communications Corp. Proprietary and Confidential. Version Page 6

7 Contents Network Ports Imagine Communications Corp. Proprietary and Confidential. Version Page 7

8 SelenioFlex File Overview SelenioFlex File Overview Features SelenioFlex File (SFX-File) allows you to manage transcoding tasks across a network of transcoding host systems. Each transcoding host system includes a SFX-File Agent, which is in constant communication with the SFX-File Manager system. When a transcode task is submitted to SFX-File, the Manager uses the information from the Agents to find a suitable resource to run the task. It then dispatches the task to the Agent host system. The Agent communicates the state of the task and of the resource back to the Manager. SelenioFlex File features: automatically assigns tasks to Agent host systems monitors the status of all transcoding tasks provides detailed information for each transcode task automatically fails-over a transcode task if a system fails generates alerts based on user defined criteria provides access to the SFX-File Manager system from Console software. Console software can be installed on any system on the network. optional security feature, with 4 pre-defined roles SelenioFlex File System The SFX-File system consists of: SFX-File Manager: The Manager controls management functions such as distributing tasks, receiving task notifications, and managing resources, projects and groups. The Manager stores information for management functions and historical task information in the assigned database Imagine Communications Corp. Proprietary and Confidential. Version Page 8

9 SelenioFlex File Overview Transcode Engines: An engine is the software which runs transcoding tasks on the Transcoding host systems. Each transcode task is defined using either a Stream project or a Zenium Transcode Blueprint. SFX-File can use both Zenium and Stream engines. A Zenium engine is a running instance of Zenium. Each Zenium engine is started by the Zenium Server Service only when it receives a Zenium transcode task. Multiple Zenium engines can be running on one host. Unlike Zenium engines, Stream engines are constantly running. When the Stream Server Service receives a Stream transcode task, it sends the task to the running Stream engine for processing. Multiple Stream engines can be running on one host. Transcode engines should not be installed on the SFX-File Manager system (for performance reasons). SFX-File Agent: The Agent is installed on the transcode hosts, and acts as a communication conduit between the Stream or Zenium service and the SFX-File Manager. The Agent is constantly in communication with the Manager, reporting on the state of the engines. SFX-File Console: The Console is the user interface for the SFX-File Manager. It is used to create resource groups and watch folders, and to monitor the state of tasks and resources. The Console software can be installed on any system in the network, and is unlicensed software. The Console can also be used to launch the Zenium Designer, pulling the required plugins from the Zenium Repository Server. Note that the Zenium Designer is licensed software. Zenium Repository Server: Zenium plugin packages are stored in Zenium Repositories. The plugin packages contain the Zenium components used in transcoding tasks as well as the Zenium Designer and Zenium Framework plugins. Transcode host systems include a Zenium Server service. This service communicates with the Zenium Repository Server to acquire the plugin packages needed by the Zenium engine's transcode tasks. When the Console application is used to launch the Zenium Designer, the Console can also communicate with the Zenium Repo to pull the required plugins. The Zenium Repository Server is normally installed on the same host system as the SFX-File Manager. If a Primary and a Backup SFX-File Manager are installed, then normally a Repo would also be installed on the Primary and Backup SFX-File Manager systems. Imagine Communications License Server: The License Server controls the authorization of the SFX- File Manager, Zenium Server, Zenium Designer, and the Zenium components contained in Zenium plugin packages. Stream engines are not licensed through the Imagine Communications License Server. Transcode Host systems which will be running Stream Engines will require a license per host system to authorize the Stream engines Imagine Communications Corp. Proprietary and Confidential. Version Page 9

10 Installation Installation System Requirements Operating system: Windows 7, Windows 2008 Server, or Windows Server 2012, 64-bit versions ONLY (the 32-bit version of the OS is not supported). If you are installing on system that is running Windows Server 2012 please see the Server 2012 section below. For systems which will run Zenium Engines or the Zenium Designer: For Zenium plugins a 64-bit OS with a minimum of 6 GB of RAM is required (8 GB of RAM or more is recommended). For Windows Server 2008 or 2012 the Desktop Experience must be installed on systems which will run the Zenium Designer. For Windows Server 2008 or 2012 set the Processor Scheduling to "Programs" for good encoding performance. SFX-File Manager system: The Transcode Manager server is used for messaging beteween Transcode Engines (resources) and to access the database. A multi-core CPU and/or faster CPU is recommended for SFX-File Manager when you expect a high throughput of files (more than 4 source files per minute), or with many Transcode Engines (resources) to manage (more than 10). For normal operation do not install Transcode Engine software on the same system as the SFX-File Manager system (for performance issues) Transcode host systems: The speed of the transcode tasks will be directly affected by the speed/number of the host system's CPUs. The faster your Transcode Engine s CPU, the faster your transcode times will be. Note that some encoders can use multiple cores efficiently, while others cannot. Encoders are updated on a regular basis, so check with Imagine Communications Support if you have a question about a specific encoder and its ability to use multiple cores. Windows UAC (user account control) Disable the Windows UAC (user account control) before installing the software. Keep the UAC off when using the software. There is a Disable_UAC.zip file to assist with this, available for download in the same location as the SelenioFlex File software download. Installing on a system running Windows Server 2012 The software will only install for a local/domain admin user. In order to run the installer the user must explicitly right click on the installer msi file and choose "Install as administrator". If the right click "Install as administrator" option is not available you must enable a registry setting on your system. To do this, download the Enable_MSI_Run_As_administrator.zip file from Imagine Communications, unzip the reg file to the system, and then double click on the reg file Imagine Communications Corp. Proprietary and Confidential. Version Page 10

11 Installation On a Server 2012 system the SelenioFlex Console and Configuration Wizard also need to be run as administrator for full functionality. In particular, if not run as admin: Console: log files will not be created. Config Wizard: the config wizard will not be able to set the services. Reading the HASP will also not work. Installation Overview The number of host system required for a SelenioFlex File Manager setup will vary, depending on the backup/redundancy schemes that are required. SFX-File Manager Setup with No Backup Manager For the simplest setup one system can be dedicated to the SFX-File Manager software and related nontranscoding software. This management system can include: SFX-File Manager License Server Zenium Support and Plugins Repo Database used by the SFX-File Manager (by default, PostgreSQL). SFX-File Manager Setup with a Backup Manager When a SFX-File Backup Manager is required at least three systems will be required for the management, licensing and database software as follows: 1. Primary SFX-File Manager System: Primary SFX-File Manager License Server 1 Zenium Support and Plugins Repo 2. Backup SFX-File Manager System: Backup SFX-File Manager License Server 2 Zenium Support and Plugins Repo (sync'ed with the Repo on the primary system) 3. Primary SFX-File Database System: Database used by both SFX-File Manager Primary and Backup. The database should also be backed up independently. License Server 3 Database: For a setup with a backup Manager, the database used by the Manager is installed on its own system, so that both the primary and backup Manager can use the data from the same database even when the system hosting one of the Managers goes down. The primary Manager updates the database with its health status approximately every minute. If the primary does not 2015 Imagine Communications Corp. Proprietary and Confidential. Version Page 11

12 Installation update its status, then the backup Manager will take over until the primary Manager comes online again and updates its status. Zenium Repo: When setting up a primary and backup Manager each system requires its own Zenium Repo Server installed on the same system as the Manager, and each Repo should have the same partitions with the same versions of the plugins available. The Repo will need to be manually sync'ed each time the primary Repo is updated, so that both Repos have the same versions of the plugins available. License Server: The redundant License Server setup requires three systems, each with its own Hasp. Two of the three systems must be up and running for an active License Server to be enabled. There is no "primary" license server, instead one is considered "active" and the other two are on standby. Engines: Transcode Engine host systems should be installed on separate systems from the Management systems. This is for performance reasons, as a transcoding job will attempt to use all of the system's CPU resources for the fastest transcoding results. Before Running the SFX-File Installer If you are upgrading from Version 2.5 or earlier then you must uninstall the previously installed Imagine Communications License Server before installing the new version. If you are updating from a previous installation that used PostgreSQL 8, and you do plan to use the default PostgreSQL 9 database that is included with the SFX-File installer, then first change the port that is being used by PostgreSQL 8 from the default port (5432) to a different port. That way the PostgreSQL 9 database that will be installed can use the default port, making setup and subsequent upgrades simpler. The port that is being used can be changed by editing the postgresql.conf file (found in the PostgreSQL data folder). After changing the port number in the config file the Postgres service must be restarted. If you install PostgreSQL 9 without changing the PostgreSQL 8 port, then it will be installed using a different port (normally by incrementing the default port number by 1). If that occurs it is possible to use the non-default port by specifying it in the JDBC URL when using the SFX-File Config Wizard, for example if port 5433 was used, jdbc:postgresql://localhost:5433/sfx. If you will be using Zenium Engines you will be able to import the required Zenium Plugins from the Imagine Communications Public Repo or from a zip file. If you plan to use a zip file then download the Zenium Plugins to a drive which is accessible from the system where you will be installing the Zenium Repository Server (normally the same system as the SFX-File Manager). If you will be using Stream Engines then use the Stream installer to install the software on the Transcode host systems. Note that a Stream install includes 2 msi files: a side-by-side installer and a Stream application installer. Before Installing the Management or Agent Software For a SFX-File Manager setup with a Backup Manager and a Redundant License Server you will need to install some components before others. This does not apply to an installation that will not use a Backup Manager or Redundant License server. In that case you can use the standard buttons found on the Installer to install the Management software (which will include the License Sever and Database), then the Agent software, and then the Console software Imagine Communications Corp. Proprietary and Confidential. Version Page 12

13 Installation For a SFX-File Manager Setup with a Backup Manager and a Redundant License Server: Install the default PostgreSQL database on a different system from the SFX-File Manager. Run the SFX-File installer with the Custom Setup option to install just the default PostgreSQL 9 database before you install the other SFX-File components. In this case the default username and password will be the PostgreSQL default of postgres. Do not change the default username and password set by the installer. When you later install the SFX-File Manager, and run the SFX-File Configuration Wizard on the Manager system, the Config Wizard will configure the remote PostgreSQL 9 database for use with SFX-File, and it will set the username and password to SFX for the SFX-File database. If you are using another supported database, configure it according to the instructions on page. Use the SFX-File installer to install the license server on 3 systems. Obtain the license package and load the redundant license package before installing the Management or Agent software. License Server Installation for a Redundant Setup Obtain the three required Imagine Communications License Server HASPs before you begin the installation. You can also register your product using the "main" HASP ID before you begin the installation, or as a step during the installation, using the Configuration Wizard. When you use the SelenioFlex File installer to install the "Manager" you will automatically install a License Server as well. For a Redundant Setup you will also have to use the SelenioFlex File installer to install a License Server on a third system (normally the system that also hosts the database). Once the software has been installed the Configuration Wizard will open to the License Server page. If you have not finished installing all 3 license servers you can close this Wizard. You will be able to reopen it after all 3 license servers have been installed Imagine Communications Corp. Proprietary and Confidential. Version Page 13

14 Installation To obtain your license package using the Config Wizard Click the Read HASP ID button and then click the "Click here to register" link to go to the Product Registration page with your HASP ID filled in. Enter the required information and then click the Submit Registration button. Your license package will be ed to the address you specified on the registration form. If the system you are using cannot connect to the internet, you can use this URL to register your product. Loading the License Package Click the "Click here to launch the License Server Console" link. You will be asked to provide a password. The default password is "password". The main page of the License Server Console will be shown with the License Package tab enabled. In the left navigation bar the "Load" option will be selected. In the lower half of the window, in the License Package Load section, you will see a Browse button. Click the browse button, browse to the license package file, and click Open. The license package file name will appear in the box. Click the Load button to load the license package Imagine Communications Corp. Proprietary and Confidential. Version Page 14

15 Installation While the package is uploading the status will change to "Load Status: In Progress". Once the package has been loaded the message will change to "License package loaded successfully" Imagine Communications Corp. Proprietary and Confidential. Version Page 15

16 Installation Additional Instructions for a Redundant License Server Setup When you load a license package for a redundant license server setup, you will see a message telling you that "Backup License Servers must be configured". A "Configure Backup Servers" button will also appear below the "Load" button. Click the "Configure Backup Servers" button. Enter the IP addresses or host name of all three systems which are hosting the license servers, then click the Update Servers button. The license package will then be pushed to the other two license server systems, and information about all three license servers will be pushed to the applications which contact the active license server. One of the three license servers will be the currently "active" license server. If the active license server can no longer be contacted, then one of the remaining two license servers will become the active license server. That is, there is no "primary/backup" role as there is with the SFX-File Manager, all of the license servers have equal status, and any of them can take over the "active" server role. At least two of the three license servers must be online in order for one of them to be an "active" license server. Once the three license servers have come on line you can use the License Server Console to access the Backup Servers page to check the status of the three license servers. The License Server Console After the license server has loaded the package you can select "Features List" in the left navigation bar to see what has been uploaded to the license server, to verify your license package Imagine Communications Corp. Proprietary and Confidential. Version Page 16

17 Installation Note that the "License Server" has been installed as a Windows service running on your system. Should you ever need to restart this service you can launch the "License Server Console" and click on the "Restart Server" button. You can also start and stop this service by launching the Windows Control Panel (Start > Settings > Control Panel), double clicking on Administrative Tools, double clicking on Services, then scrolling down the list of services to the DRC License Server service. The SelenioFlex File Installer (Windows OS) The installer has different options depending on which component you are currently installing. Manager Install This option installs the services necessary to run the SFX-File Manager. It also installs the default PostgreSQL database, the Zenium Plugins Repo Server and the License Server. If you do not want to install all of these applications on the same system then use the Custom option instead of the Manager option. Normally Transcode Engines will not be hosted on the same system as the SFX-File Manager due to potential performance issues. Therefore, normally the Agent software will not be installed on the system hosting the Manager. If you are using the Custom Setup option for a Manager install, select the following: Console (optional, but recommended) The Agent option will normally be disabled for a Manager install 2015 Imagine Communications Corp. Proprietary and Confidential. Version Page 17

18 Installation SelenioFlex File Manager PostgreSQL (only for a non-redundant setup) Zenium Support (required if you plan to use Zenium Engines) Zenium Plugins Repo Server (required if you plan to use Zenium Engines) License Server Documentation (optional, but recommended) Console Install This option installs the application which provides the user interface for communicating with the SFX- File Manager to setup and monitor jobs. It can be installed on any system which will be used to access the Manager. The Console can also be used to launch the Zenium Designer. When the Zenium Designer is launched from the Console it will communicate with the Zenium Plugins Repo Server installed on the Manager system and it will pull the required plugins to the system running the Console. The Console does not require a license to run, however the Zenium Designer does require a license to run. To install the console run the installer and select the Console option or select the Custom option and select the following in the Custom Setup: Console Documentation (optional, but recommended) 2015 Imagine Communications Corp. Proprietary and Confidential. Version Page 18

19 Installation Transcode Host System for Stream Engines This option installs the services used by the Transcoding host systems to communicate with the SFX-File Manager and the local engines. Note that for Stream Engines, the Stream Server service is installed with the Stream software install, not with the SelenioFlex File Agent install. Install the Side-by-Side (named DRHwAPISharedSxs_version.msi) before installing the Stream software. Install the Stream software before installing the Agent. The Stream software installer will also install the Stream Server service. Install any media players required by Stream for your codecs. (for example, the QuickTime player is required when using QuickTime source files or output codecs). Run the SFX-File Installer and either select the Agent option, or select the Custom option. For the Custom Setup select the following: Agent The Agent install will also install the Agent Monitor application. This application can be used to show the status of the Resources on the local host system. Transcode Host System for Zenium Engines This option installs the services used by the Transcoding host systems to communicate with the SFX-File Manager and the local engines. It also installs a local Zenium Plugins Repo Server and a Zenium Server which is used to communicate with the Manager s Zenium Plugins Repo Server in order to acquire plugins for the local Zenium Engines. Run the installer and either select the Agent option, or select the Custom option. For the Custom Setup select the following: Agent Zenium Support Zenium Plugins Repo The Agent install will also install the Agent Monitor application. This application can be used to show the status of the Resources on the local host system. You must also install any media players required by Zenium for your codecs. For example, the QuickTime player is required when using QuickTime source files or some mov outputs. Configuration Wizard When you are running the installer, after you have selected the components, you will be given the option to "Run config wizard after install." This is recommended. You can also run the Configuration Wizard any time after the installation, in case you need to reconfigure your software. It will be available in the Windows Start menu in the Imagine Communications > SelenioFlex File folder Imagine Communications Corp. Proprietary and Confidential. Version Page 19

20 Installation The Configuration Wizard has several steps. Different steps will be shown depending on which components you installed. License Server If this is a new install you will need to register your product using your HASP ID. You can use the "Click here to register" to take you to the product registration page. Once you have received your license package you can use the "click here to launch the License Server Console" link. You will be asked to provide a password. The default password is password. Use the License Server Console to browse to your license package, and then to load the license package. For a Redundant License Server setup please see additional instruction in Additional Instructions for a Redundant License Server Setup (on page 16) Imagine Communications Corp. Proprietary and Confidential. Version Page 20

21 Installation Enter the License Server IP address. Do not use "localhost" even if your license server is on the same system as the SFX-File Manager, as your remote Transcode Host systems will not be able to find the License Server without the IP address. Enter the License Server Port. Normally you will not change this from the default value of If you need to change this port then your license package will also need to be modified by Imagine Communications Support. Click the Test button to verify the connection to the License Server before moving on. System Address The System Address is the address used to identify the system during SFX-File communications. SFX-File uses the RMI (Remote Method Invocation) address. The options are: IP Address. This can be used for systems with a single IP address (e.g., systems with a single network card). If you have more than one IP address assigned to the system (for example, if you have more than one network adapter active in the system) you should not use this option, since any of the active addresses could be picked up, even if they are not the appropriate address. Local hostname. This can be used if your network is configured so that machines can be contacted by name. Specify a hostname or IP address. Note that if you choose this option and you do specify the hostname/ip address, and at a later date the machine s address is changed, then SFX-File will not be able to communicate with that system until the Config Wizard is re-run, and the new address is supplied. Specify network interface. Select your network interface, and whether or not to use IPv6. SelenioFlex File Domain Name This Domain name setting is not related to the Windows domain name. Managers that use a particular SFX-File Domain setting will only be able to control Transcode Resources whose Agent uses the same SFX-File Domain name. This will be useful if you intend to set up more than one SFX-File Manager, each with their own Transcode Resources under their exclusive control. For example, you may want to set up one domain for testing, and a second domain for your day-to-day operations. By giving each Manager/resources group its own domain, they will be isolated from each other. SelenioFlex File Manager Security SFX-File includes optional Manager security which requires users who attempt to connect to the Manager using the Console to log on with a user name and password. There are 4 pre-defined roles that limit the amount of access that each user has to the Manager. Users with Administrative rights can assign each user a role. If you do not enable security in this step, then users will be able to connect to the Manager using the Console without providing any authentication Imagine Communications Corp. Proprietary and Confidential. Version Page 21

22 Installation Discovery Method The Agents, Consoles and backup Managers use a discovery mechanism to find the SFX-File Managers on the network. By default a multicast method is used. If the multicast method is not supported on your network, you may specify a unicast list of the SFX-File Managers that can communicate with this system. Database The settings at the top of the Database page provides the information that the SFX-File Manager needs to communicate with the database. The default database that is installed by the SFX-File installer is PostgreSQL 9. If you installed this database on the same system as your SFX-File Manager then you can use the defaults provided and the Config Wizard will automatically configure the database. New Installation: If this is a new installation, then you should click the Test button. This Test will fail, but it will also give you a new "Create New Database" button Imagine Communications Corp. Proprietary and Confidential. Version Page 22

23 Installation Click the "Create New Database" button to create a new database using the credentials in the Configuration Wizard (by default: Username and Password are SFXF). After a few seconds you will see a message: Successfully created new database SFXF. If you click the Test button again after this step the test should succeed. Database on a different system: If you installed the database on a different system than the SFX-File Manager, then you will need to modify the JDBC URL to point to the host system (that is, change localhost to the address of the system hosting the PostgreSQL server, and if the port is not the default port of 5432 then also specify the port, for example, jdbc:postgresql:// :5433/sfxf). Different Database: If you installed a different database, then you have to install and configure it before you can use the SFX-File Configuration Wizard. Select the type of database from the drop-down list and provide the JBDC URL, the Username and the Password. Once you have selected your Database and provided the JDBC URL and credentials you can click the Test button to verify that you can connect to the database Imagine Communications Corp. Proprietary and Confidential. Version Page 23

24 Installation Database Migration: If you previously installed SFX-File and you were using another database you can migrate your SFX-File settings from the previous database to the newly installed database. This will migrate settings such as watch folder settings, group settings, server managed files locations, QC settings, etc. It will not migrate historic job data. Please backup your source database before you start the migration. In the "Migrate Settings" section click the "Select" link. Use the drop-down to select the database you are migrating the data from, enter the JDBC URL of the source database, and the Username and Password (if the source database used a Username and Password). Backup Manager If the loaded license package includes the option to use a Backup SFX-File Manager you will have access to the Backup Manager configuration page. If the system that you are currently setting up is the SFX-File backup Manager, then enable this option. This backup Manager will automatically take over all management functions if the primary SFX-File Manager fails for any reason. (If the system that you are currently setting up is the primary Manager, then do not enable this option.) The active Manager (normally the primary Manager) updates its health status in the database approximately every minute. The backup Manager watches the database for the health of the active Manager. If the active Manager does not update the database with a "healthy" status, then after a few minutes the backup Manager will take over all management functions, becoming the active Manager. If the primary Manager then comes back on line and updates the database with a "healthy" status, then the management functions will be taken over by the primary Manager again. The backup Manager must have access to the same database as the primary Manager. Therefore, if you are setting up a primary/backup Manager installation, you should not install the database on the same system as the primary Manager or the backup Manager. Set the same database JDBC URL when you are configuring the backup Manager and the primary Manager. If you will be managing Zenium Engines then the Backup Manager must also have access to a Zenium Repo with the same plugins as the primary Manager. SelenioFlex File Manager The SFX-File Manager runs as a service on the Manager system. For Manager systems the startup type should be set to automatic, and you should enable the Edit checkbox and change the Account from the default LocalSystem to an Account name and password that has full administrative rights on the system, 2015 Imagine Communications Corp. Proprietary and Confidential. Version Page 24

25 Installation with read/write access to any network file shares to be used as watch folders or for other required files, such as projects, source media or output directories. SNMP Monitoring If you plan to use SNMP (Simple Network Management Protocol) to monitor your SFX-File Manager system, then you will need to enable and configure this component. If you would like to use an HTML Adaptor to use an html browser to monitor SNMP variables, then you can enable this component and set a port. Stream Server The Stream Server runs as a service on the Agent Host systems which have Stream resources. For resource systems the startup type should be set to automatic, and you should enable the Edit checkbox and change the Account from the default LocalSystem to an Account name and password that has full administrative rights on the system, with read/write access to any network file shares to be used as watch folders or for other required files, such as projects, source media or output directories. Zenium Server The Zenium Server runs as a service on the Agent Host systems which have Zenium resources. For resource systems the startup type should be set to automatic, and you should enable the Edit checkbox and change the Account from the default LocalSystem to an Account name and password that has full administrative rights on the system, with read/write access to any network file shares to be used as watch folders or for other required files, such as blueprints, source media or output directories. Zenium Plugins Zenium Plugins are required by Agent Host systems which will have Zenium resources, and also by systems which will run the Zenium Designer to create Transcode Blueprints. The SFX-File installer does not include any Zenium Plugins. The Configuration Wizard provides two methods of importing plugins. Import from Repo: You can import plugins from another repository. By default the URL that is displayed will be the Imagine Communications public repo: Imagine Communications Corp. Proprietary and Confidential. Version Page 25

26 Installation Once you have connected you will be able to choose which remote partition you want to use as the source of your plugins. Click the Import button in the lower left to import the plugins to the default partition of your local repo. If you do not want to import plugins to the default partition of your local repo, then skip this step in the Configuration Wizard and import plugins to the Repo after you have finished the installation, by using the SFX-File Console to access the local Zenium Repo Browser. Import from File(s): You can download the latest plugins as a zip file from the Imagine Communications web site. You can then import the plugins from the zip file. Click the Import button and the plugins will be imported. This will take a few seconds per plugin. After plugins have been imported into the Zenium Repo on the Management system, they will be pulled by the Agent Host systems automatically, so you do not need to install them on each Agent Host system. Installation Information The final page is a list of additional steps you should take after the software has been installed. All machines should have proper Network Time synchronization. 1. Recommended: Ensure systems have their Firewalls turned OFF. This setting can be found in Control Panel > System and Security > Windows Firewall. Note: If it is not possible to turn off the Firewall then you must open the ports required by the application. For a list of the default ports used by the application see Network (see "Network Ports" on page 105). 2. Disable Windows Automatic Update installation (it can reboot the machine). This setting can be found in Control Panel > System and Security > Windows Update. 3. Disable Windows Automatic error reporting. It will prevent the transcoding process from being restarted or the machine from being rebooted by the application in the event of a job failure. This setting can be found in Control Panel > Action Center > Change Action Center settings, in the "Related settings" section click "Problem reporting settings" and select "Never check for solutions" Imagine Communications Corp. Proprietary and Confidential. Version Page 26

27 Installation 4. Disable Windows User Account Control (UAC). This setting can be found in Control Panel > System and Security > Action Center > Change User Account Control settings. Move the slider to "Never notify". Use UNC paths (e.g., \\hostname\dir\file) for watch folders and output files. When you finish the final step, if you changed any of the service settings (e.g., username and password) you will be asked if you want to start/restart the services that changed. This is necessary in order to use the new settings, so select Yes. On Agent systems the Imagine Communications Agent Monitor will also be installed. Until you finish configuring the services the Monitor will not be able to contact the Agent, but once you have set up the services correctly the Agent Monitor should automatically detect your resources and show their status. (Zenium resources will also have to be added to each Agent system using the SFX-File Console before they will be shown by the Agent Monitor.) Managing the Services Normally you will set up the required services using the Configuration Wizard as part of the installation process. This section describes how to check on the installed services, and manually change them if needed. Open the Control Panel, click on Administrative Tools and double click on Services Imagine Communications Corp. Proprietary and Confidential. Version Page 27

28 Installation If the SFX-File Manager is installed and configured you will see the following Services with their status set to "started" and startup type set to "automatic": DRC Kayak Server DRC RMI Registry Jini Services SelenioFlex File Manager postgresql-9.2 PostgreSQL Server (if you installed the default database on the system) If you installed the Imagine Communications License Server on this system, then you will also see: DRC License Server If you installed the Zenium Plugins Repo Server on this system, then you will also see: DRC Kayak Plugins Repo Server (required if Zenium Engines will be used) If the Agent and Transcode software is installed and configured on the transcode host system you will see the following Services with the status set to "started" and startup type set to "automatic": SelenioFlex File Agent DRC RMI Registry DRC Kayak Server (required if Zenium Engines will be used) DRC Stream Server (required if Stream Engines will be used) DRC Hypersonic (required if Stream Engines will be used) In the "Log On As" column, these services must use an account that has administrator privileges on the local system and appropriate network privileges (not Local System) with the exception of the PostgreSQL Server service. The PostgreSQL Server service should NOT be set to use an administrator account, it should use either a non-admin account or the Network Service account Imagine Communications Corp. Proprietary and Confidential. Version Page 28

29 Installation If you need to change the Log On information, you can run the SFX-File Configuration Wizard again at any time. Alternatively, you can find the service entry and double click on it to open the Properties panel for that service. On the Log On tab, Select "This account". For all services except the PostgreSQL service enter a username and password that has administrator privileges on the local system and appropriate network privileges. This account will need to have Read and Write permission on the Network Shares where your watch folders and other required files used by the transcode tasks (for example, graphics, source files, etc.) will be located Imagine Communications Corp. Proprietary and Confidential. Version Page 29

30 Installation For the PostgreSQL service use a non-admin account or the Network Service account. If your computer is connected to the Network as part of a Domain, then you will need to enter your domain\username. If your computer is connected to the Network as part of a Workgroup, then you will need to enter hostname\username. Note that if you are connected as part of a Workgroup, it is possible that the "Full Name" being used by your computer was changed after it was set up. In order to start and stop services, you will have to Log On using the original Name. To see the original user name, right click on My Computer and choose Manage. Expand Local Users and Groups, and click on the Users folder. This will show you the user Name and the Full Name (or alias) on this local system Imagine Communications Corp. Proprietary and Confidential. Version Page 30

31 Installation If you have administrator privileges, you can also right click on the user, and use the "Rename" option to make the Name match the Full Name. If you make any changes to the services, you will need to restart the service for the changes to take effect. If you are manually stopping and starting services on the SFX-File Manager system, please note that the DRC RMI Registry service must be started before the SelenioFlex File Manager service. You can also configure and start/stop the DRC Kayak Server service and the DRC Stream Server service remotely, using the SFX-File Console software. Launch the SFX-File Console software. When you launch the software you will be able to select your Manager from a list of the "Found Managers", and then click the Connect button. Once the Console software has successfully connected to the Manager, you will see a tabbed interface. Select the Agents tab, or if it is not showing use the main menu and select Manager > Agents. This will show you a list of all of the systems with Agents that the Manager can detect. Click on an Agent system to select it (or multi-select many Agent systems to change them all at once). The buttons used to access the services are found to the right of the window Imagine Communications Corp. Proprietary and Confidential. Version Page 31

32 Installation Click the Configure Stream Service or Configure Zenium Service. For the Startup type choose Automatic. Enable the Edit box For Account enter a username (e.g., domain\username if you are part of a network domain, or hostname\username if you are part of a workgroup) and password that has administrator privileges on this machine. For SFX-File this account will also need to have Read and Write permission on Network Shares where the required files will be located. Click the Save button. The service will be restarted automatically as a background task. It may take a few seconds for the changes to be made. Licensing The SFX-File Manager and Transcode Hosts which use Zenium engines use the Imagine Communications License Sever. The License Server requires a USB HASP. The HASP ID is used in the corresponding License Package file. The License Package file includes the following SFX-File Manager features: SelenioFlex File Authorizes the SFX-File Manager service to run. Backup Manager Enabled Enables a SFX-File Backup Manager to run. Zenium Enabled Enables the Zenium Transcode Resource role. When this is not enabled you cannot create a Zenium transcode group. Zenium Server The service used to monitor and control Zenium Engines. This service can also be used by the SFX-File Manager when making any required modifications to a Blueprint before running a transcode task. Zenium Run Designer SFXF This feature allows the Zenium Designer to be launched from the SFX- File Console. A standard SFX-File license includes one instance of this feature. Note that this feature allows you to create and save Zenium Transcode Blueprints. In order to run the Blueprint additional features are required Imagine Communications Corp. Proprietary and Confidential. Version Page 32

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