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1 RealPresence Media Manager Administrators Guide 6.6 ADMINISTRATOR S GUIDE Software 6.6 May Rev C RealPresence Media Manager Polycom, Inc. 1

2 Copyright 2014, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc America Center Drive San Jose, CA USA 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 at Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in this document, Polycom makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for any typographical or other errors or omissions in the content of this document. Limitation of Liability Polycom and/or its respective suppliers make no representations about the suitability of the information contained in this document for any purpose. Information is provided as is without warranty of any kind and is subject to change without notice. The entire risk arising out of its use remains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for any direct, consequential, incidental, special, punitive or other damages whatsoever (including without limitation, damages for loss of business profits, business interruption, or loss of business information), even if Polycom has been advised of the possibility of such damages. Customer Feedback We are striving to improve our documentation quality and we appreciate your feedback. your opinions and comments to Visit the Polycom Support Center for End User License Agreements, software downloads, product documents, product licenses, troubleshooting tips, service requests, and more. Polycom, Inc. 2

3 Contents About This Guide... 8 Who Should Read This Guide?... 8 What s New in This Guide... 8 Information Elements... 8 Typographic Conventions... 9 How This Guide Is Organized... 9 Get Started What s New in Polycom RealPresence Media Manager Enhancements to the RealPresence Media Manager 6.6 Portal New Features Obtain the RealPresence Media Manager License Key Online Activation Offline Activation Install the Media Manager Admin Tool Install and Launch the Admin Tool Administer RealPresence Media Manager Software Get to Know the Admin Tool User Interface Resource Panel Work Area Quick Links Panel Pending Tasks Panel Resource Tabs Page Tabs Status Bar Menu Bar Admin Tool Buttons and Icons Common Administrative Tasks Set Admin Tool Preferences Brand the RealPresence Media Manager Portals Set Permissions Manage Users Organize Content Using Categories Manage Events Add and Manage Video Content in the Library Run Reports Set Admin Tool Preferences for the First Time Manage Users and Groups Polycom, Inc. 3

4 Add a User Delete a User or Group Import and Export a User or Group Allow Users to View Categories Work with RealPresence Media Manager Portals View the Portal on Your Browser Log in to the Portal Navigate Categories View a Video Use the Tabs Use the Details Tab to View Details and Share the Presentation Use the Chapters Tab to Navigate the Presentation Use the Slides Tab to Navigate the Presentation Use the Moderated Q&A Tab to Submit Questions Use the Transcript Tab to View and Speech-to-Transcription Results Use the Zoom Slide Feature Use Portlets Featured Content Recently Viewed Most Popular Upcoming Events Links User Evaluation Manage Portal Licenses Add Portals Configure Portal Details Apply a Brand to the Portal Configure the Style Profile Configure the Layout Profile Configure Portal Permissions Configure Portal Login Options Configure the Out-of-Band Live Sync Method Configure Out-of-Band Live Sync Options Work with Tests and Surveys Create a Test Add Sections to Your Test Enter Test Questions Set Test Permissions Create a Survey Set Survey Permissions Work with Moderated Q&A Manage Content Using Categories Create Categories and Set Category Permissions Assign Categories to New Content Automatically Polycom, Inc. 4

5 Manage Content Using the Library Navigate the Library Content Panel Library File Types Search Library Content Add New Library Content Archive, Delete, and Expire Library Content Archive Library Content Delete Library Content Expire Library Content Work with Content Properties Work with Metadata in the Transcript Tab Schedule Events Schedule an Upcoming Event Schedule an Notification for an Event Schedule a Manual Upcoming Event Schedule a Recurring Event Schedule a Webinar Event Schedule a New Scan Schedule a RealPresence Capture Station Event Schedule a Recurring RealPresence Capture Station Event Enable Caching Schedule a Recording from a Polycom RSS 4000 or RealPresence Capture Server Appliance Schedule a Recurring Polycom RSS 4000 or RealPresence Capture Server Call Upload and View User Generated Content Upload a Video that Does Not Require Admin Approval to Make It Viewable on the Portal View Content in the Portal Upload a Video that Requires Admin Approval to Make It Viewable on the Portal Configure RealPresence Media Manager Software Configure and Administer Profiles Configure Server Profiles Create a New Server Profile About Content Server Settings About Streaming Server Settings Create a Streaming Server Profile Configure the Streaming Server Profile for Windows Media Services (WMS) Configure the Streaming Server Profile for IIS Media Services Configure Location Profiles Configure Distribution Profiles Configure CDNs in the Distribution Tab Configure Content Source Profiles Configure a Scan Server Content Source Profile Configure a Capture Station Content Source Profile Polycom, Inc. 5

6 Create and Configure Content Creation Profiles Configure Portal Authentication Set Up Anonymous User Access Configure LDAP in RealPresence Media Manager Software Enable LDAP Add an LDAP Connection Enable Integrated Windows Authentication Configure Single Sign-On in RealPresence Media Manager Software Configure User-Generated Content Enable the UGC License Enable User-Generated Content Enable UGC in the Portal Enable UGC in a Category Configure the RAMP MediaCloud Speech to Transcript Module Check the Metadata Integration License Add a Server Profile for the Metadata Provider Add a Rule to a Content Creation Profile Viewing the Status of Content Being Processed by a Metadata Provider Generating a Metadata Summary Report for RAMP Install in RealPresence Media Manager Software Install and Configure the Service Test Your Installation Generate Reports Generate Reports Using the Media Manager Admin Tool Report Features Report Types Content Reports Users and Groups Reports Generate Media Analytics Framework Reports Install Media Services Agent Start the MSA Test Your MSA Installation Configure the MSA for Distribution Configure the MSA in the RealPresence Media Manager Admin Tool Check the MSA License Configure Server Profiles for the MSA Configure a Location Profile for the MSA Configure a Distribution Profile for the MSA Check Your Configuration in the Content Creation Profile Test Your MSA Configuration Configure Transcoding Options Configure Third-Party or Watch Folder Transcoding Configure Mobility Transcoding Polycom, Inc. 6

7 Set Up Expression Encoder 4 Pro Enable the Desktop Experience Feature in Windows Server 2008 R2 or Windows Server Install Expression Encoder Pro Set up Microsoft Windows Media Services and IIS Enable Roles in Windows Media Services Configure the Windows Media Server s HTTP Streaming Port Create Publishing Points in Windows Media Services Set Authorization Rights for Publishing Points Configure Settings Using the Portal web.config Files Work with Configuration Files Configure Other Settings in the Config File Migrated web.config File Settings Configure Integrations with Partner Solutions Integrate RealPresence Media Manager with Microsoft Lync 2010 and Lync Configure RealPresence Media Manager Software for Microsoft Lync Update the AdminServices web.config File for Creating Lync 2010 Presentations Enable the RealPresence Media Utility License Configure Authentication for the Portal Enable Content Uploading for Lync Configure the RealPresence Media Utility for Lync Create a Lync Presentation Using the RealPresence Media Utility Upload a File Using the RealPresence Media Utility Configure the Lync Server Service Integrate RealPresence Media Manager with IBM Sametime Configure RealPresence Media Manager Software for IBM Sametime Enable the RealPresence Media Utility License Configure Authentication for the Portal Enable Content Uploading for Sametime Configure the RealPresence Media Utility for Sametime Create a Presentation from a Sametime Meeting Using the RealPresence Media Utility Upload a Presentation Integrate RealPresence Media Manager with Blue Coat Director Create a Blue Coat Director Server Profile Add a Blue Coat CDN Integrate RealPresence Media Manager with Digital Signage Systems Check the Digital Signage License Create and Configure a Server Profile for Digital Signage Troubleshooting Polycom, Inc. 7

8 About This Guide This Polycom RealPresence Media Manager Administrator s Guide provides instructions for administering RealPresence Media Manager software using the RealPresence Media Manager Admin Tool. This guide shows basic administration tasks and configurations. For more complex installations in existing, scaled environments and complex integrations with third-party software products, consult your Polycom representative. For programmatic access to RealPresence Media Manager software using the new RealPresence API, see the Polycom RealPresence Media Manager API Guide. Who Should Read This Guide? System administrators should read this guide to learn how to complete day-to-day admin tasks and configure RealPresence Media Manager software. This guide describes administration-level tasks and is not intended for end users. Before reading this guide, you should be proficient with the following: Microsoft Windows Server 2012 and 2008 R2 Microsoft SQL Server 2012 and 2008 R2 Microsoft Internet Information Services (IIS) Microsoft Windows Media Services (WMS) What s New in This Guide The RealPresence Media Manager, Software Edition Administrator s Guide for version 6.6 has been revised and updated to be more comprehensive and easier to use for administrators who are new to administering and configuring Polycom RealPresence Media Manager. Information Elements This guide may include any of the following icons to alert you to important information. Icons Used in this Guide Name Icon Description Note The Note icon highlights information of interest or important information needed to be successful in accomplishing a procedure or to understand a concept. Administrator Tip The Administrator Tip icon highlights techniques, shortcuts, or productivity related tips. Caution The Caution icon highlights information you need to know to avoid a hazard that could potentially impact device performance, application functionality, or successful feature configuration. Polycom, Inc. 8

9 Name Icon Description Warning Web Info The Warning icon highlights an action you must perform (or avoid) to prevent issues that may cause you to lose information or your configuration setup, and/or affect phone or network performance. The Web Info icon highlights supplementary information available online such as documents or downloads on support.polycom.com or other locations. Timesaver The Timesaver icon highlights a faster or alternative method for accomplishing a method or operation. Power Tip The Power Tip icon highlights faster, alternative procedures for advanced administrators already familiar with the techniques being discussed. Troubleshooting The Troubleshooting icon highlights information that may help you solve a relevant problem or to refer you to other relevant troubleshooting resources. Settings The Settings icon highlights settings you may need to choose for a specific behavior, to enable a specific feature, or to access customization options. Typographic Conventions The following typographic conventions are used in this guide 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. How This Guide Is Organized This guide is organized into four parts, each containing multiple sections, sequenced from common admin tasks, to more complex configurations or your RealPresence Media Manager software. Polycom, Inc. 9

10 Get Started What s New in RealPresence Media Manager 6.6 Software Edition Install and Launching the RealPresence Media Manager Admin Tool Administer RealPresence Media Manager Software Get to Know the Admin Tool Interface Common Administrative Tasks Set Your RealPresence Media Manager Admin Tool Preferences for the First Time Manage Users and Groups Administer RealPresence Media Manager Portals Work with Tests and Surveys Manage Content Using Categories Manage Content Using the RealPresence Media Manager Library Schedule Events Upload User Generated Content Configure RealPresence Media Manager Software Configure and Administering Profiles Configure Authentication Configure Lightweight Directory Access Protocol (LDAP) in RealPresence Media Manager Software Configure Single Sign On (SSO) in RealPresence Media Manager Software Install in RealPresence Media Manager Software Generate Reports Install Polycom Media Services Agent (MSA) Configure Polycom Media Services Agent (MSA) for Distribution Configure Transcoding Options Set Up Microsoft Expression Encoder 4 Pro Set Up Microsoft Windows Media Services (WMS) and Internet Information Services (IIS) Configure User-Generated Content Configure Settings Using the Portal Web.config Files Configure Integrations with Partner Solutions Integrate RealPresence Media Manager Software with Microsoft Lync Configure the Lync Server Service Integrate RealPresence Media Manager Software with IBM Sametime Integrate RealPresence Media Manager Software with Blue Coat Director Integrate RealPresence Media Manager Software with Digital Signage Systems Polycom, Inc. 10

11 Reference Information RealPresence Media Manager Software Reference Information Troubleshooting Polycom, Inc. 11

12 Get Started The sections in this part describe the enhancements, new features, and new software options in Polycom RealPresence Media Manager 6.6 software. They also offer instructions on how you can install, launch, and activate the RealPresence Media Manager Admin Tool. Polycom, Inc. 12

13 What s New in Polycom RealPresence Media Manager 6.6 This section outlines the new features and options in RealPresence Media Manager 6.6 software. RealPresence Media Manager 6.6 is available in three editions, including: RealPresence Media Manager, Software Edition Available as a software installation or upgrade to existing RealPresence Media Manager environments RealPresence Media Manager, Appliance Edition Available as a turn-key appliance, preloaded with RealPresence Media Manager 6.6 software RealPresence Media Manager, Virtual Edition Designed for deployment in virtual machine environments and includes RealPresence Media Manager 6.6 software and a Windows Server 2012 Product Key. RealPresence Media Manager 6.6 software introduces the new Media Analytics Framework, which integrates with RAMP MediaCloud to provide searchable speech-to-text metadata. Other new features include support for distributed H.264 files using the Polycom Media Services Agent, and integrations with Microsoft SharePoint 2013, Lync 2013, and SAML environments. RealPresence Media Manager 6.6 software also achieved the IMS Global Learning Consortium Learning Tools Interoperability (LTI) certification, enabling integration with learning management systems using the RealPresence API. Enhancements to the RealPresence Media Manager 6.6 Portal The RealPresence Media Manager 6.6 web portal has several updates and enhancements of the user experience, including: A new zoom-slide feature that allows you to expand the Content slide viewer into its own resizable and movable window while viewing a presentation Metadata tab with speech-to-text analytics using the new Media Analytics Framework and processing via RAMP MediaCloud Related resources tab in the portal that enables you to download documents related to the video content New Features RealPresence Media Manager 6.6 software introduces the following new features: Media Analytics Framework to provide searchable speech-to-text metadata using RAMP MediaCloud Integration with Microsoft SharePoint 2013 Integration with Microsoft Lync 2013 Integration with SAML environments Polycom, Inc. 13

14 Live distribution of H.264, MP4, HLS and MPEG-DASH files from RealPresence Capture Station Pro appliances, RSS 4000, and RealPresence Capture Server appliances, using the Polycom Media Services Agent (MSA) IMS Global Learning Tools Interoperability (LTI) standards certification to enable integration with most learning management systems, including Blackboard Learn 9.1 and others Related resources tab in the portal that enables you to download documents related to the video content Improved integration of Polycom RSS 4000 and RealPresence Capture Server appliances Increased scalability to deliver full-featured portals to up to 40,000 users Improvements to the RealPresence API, which enables third-party applications to access to the features of the RealPresence Media Manager web portal. For more information about the API, see the RealPresence Media Manager API Guide. Obtain the RealPresence Media Manager License Key Before you install the RealPresence Media Manager, Appliance Edition or RealPresence Media Manager, Virtual Edition, obtain the license key from Polycom Support. You need: A Polycom customer account The paper copy of your Polycom software licenses Online Activation The easiest and most efficient way to license your RealPresence Media Manager software is to obtain and activate your license online through the Polycom Support site. To obtain and activate your license online: 1 Using an Internet browser, visit Polycom Support at 2 Log in to your Polycom online account. 3 In the Licensing & Product Registration menu, select Activation/Upgrade. Polycom, Inc. 14

15 4 On the License and Product Activation page, select SITE & Single Activation/Upgrade and click Activate Now. 5 In the Serial Number field, enter the Polycom Software License code from the paper copy (shown next) you received when you purchased the RealPresence Media Manager software license, and click Next. Paper copy of RealPresence Media Manager software license 6 Copy the key code that was generated for this software license number to a text file. This key will be used as the first license to apply to RealPresence Media Manager. Polycom, Inc. 15

16 7 Locate the other software licenses on the paper copy of the RealPresence Media Manager software license. This includes the Media Editor optional software. 8 Enter the option keys into the License Number field, and click Activate. 9 Copy the key code that was generated for this software license number to a text file and delete the key in the License Number field. 10 Repeat steps 7 9 for each option key. When you are finished entering all option keys, be sure to copy all the license numbers into a text file and note that the first number will be used to activate RealPresence Media Manager. Offline Activation If you do not have Internet access for licensing RealPresence Media Manager, you must provide a machine code file to Polycom. Polycom will then provide you a license file. To obtain and activate your license offline using the import file: 1 Login to RealPresence Media Manager and select Portal Administration. 2 Right click on Media Manager Root and select Properties. 3 Click the Manage License tab and scroll down to the bottom of the page. 4 Click Export Machine Code and save the file. Polycom, Inc. 16

17 5 Call Polycom Support to inform them and send the file to Polycom Support using the information they will provide to you. Polycom will send back a license file with your options enabled. 6 After you receive the license file from Polycom, on the same window you used to export the machine code, click Import License File and import the license file Polycom sent. Install the Media Manager Admin Tool After installing the RealPresence Media Manager software s program files on the application server and setting up global authentication, you need to launch the RealPresence Media Manager software s Admin Tool. Using the Admin Tool, you can configure user permissions and portal settings, and manage content without the need to use Windows server management tools. Install and Launch the Admin Tool To configure and administer RealPresence Media Manager software, you need to install the Admin Tool. If you are logging in to the Admin Tool for the first time, you will be prompted to enter a license activation key. To install, launch, and log in to the Admin Tool: 1 In your browser s address bar, enter the URL for your RealPresence Media Manager software portal and add /admin/ to load the Admin Tool Launch page. For example, you might enter in the browser s address bar. 2 On the Launch page, click the Launch Application button to launch the Windows Installer and install the RealPresence Media Manager Admin Tool. Once it has finished installing, you can launch the Admin Tool from the Launch page. Polycom, Inc. 17

18 3 To launch the Admin Tool from the Launch page, shown next, click the Launch Application button to open the Media Manager Login dialog. 4 In the Portal URL field, enter the URL of your Media Manager portal. Then click Refresh. 5 Enter your valid administrator address and password. 6 Click Log In to launch the Media Manager Admin Tool application. Polycom, Inc. 18

19 Administer RealPresence Media Manager Software In the following sections, you ll learn how to perform regular administration tasks in RealPresence Media Manager software using the RealPresence Media Manager Admin Tool. Polycom, Inc. 19

20 Get to Know the Admin Tool User Interface The RealPresence Media Manager software Admin Tool is the administrative console that you use to manage your system. This section shows you the Admin Tool user interface and how to navigate through your configuration settings using the tool. The Admin Tool user interface is divided into four main areas. Select the type of resource you want to work with in the Resource panel on the left, and work with that resource in the Work Area in the middle. On the right side are the Quick Links and Pending Tasks panels. You can adjust the width of the panels by dragging their edges. The UI also includes a number of menus and tabs to help you navigate the interface. The RealPresence Media Manager Admin Tool user interface. 1 Resource panel Manage content and resources by clicking the Resource tabs. 2 Work Area Create and modify your assets in the Work Area. 3 Quick Links panel Access common tasks in the Quick Links panel. Polycom, Inc. 20

21 4 Pending Tasks panel View reminders for tasks that need to be completed, such as grading a test. 5 Resource tabs Access different resources using the following Resource tabs: Scheduling Portal Administration Library Content Users & Groups Network Resources 6 Status bar View all system activity. Click next to the status message to view the session history. 7 Menu bar Access the File, Edit, View, Task, and Help menus. 8 Page tabs Access open resources in the Work Area by clicking the Page tabs. Click to close a tab. Resource Panel Use the resource panel to manage content and resources. The resource panel includes the following resources: Scheduling panel Schedule events and set notifications and network tasks. Portal Administration panel Set up and manage Portals and Categories. Library Content panel Create and modify all your RealPresence Media Manager content. Users & Groups panel Administer user and group permissions. Network Resources panel Create and manage network profiles. Work Area Use the Work Area to create, configure, and modify settings for your content, resources, and users. Tabs that you open in the Work Area will stay open until you close them manually, so that you can jump back and forth between configuration pages. Most of the pages require you to save your settings to enable them by clicking the Save button. Some pages offer an option to create a duplicate of the page by clicking the Copy button. Quick Links Panel The Quick Links panel provides shortcuts to common tasks within the RealPresence Media Manager software Admin Tool. As you move the mouse pointer over the Quick Links buttons, option menus collapse and expand. Click an option in the list to open the corresponding page in the Work Area. Pending Tasks Panel The Pending Tasks panel shows you tasks that are incomplete and that require your attention before your configuration is fully operational. Click a pending task to open the task s page in the Work Area. Polycom, Inc. 21

22 Resource Tabs Click the resource tab icons at the bottom of the resource panel to open each of the five available resources. Click this icon to open the Scheduling panel, where you can schedule events, and set notifications and network tasks. Click this icon to open the Portal Administration panel, where you can set up and manage Portals and Categories. Click this icon to open the Library Content panel, where you can create and modify all your RealPresence Media Manager content. Click this icon to open the Users & Groups panel, where you can administer user and group permissions. Click this icon to open the Network Resources panel, where you can create and manage network profiles. Page Tabs Access pages in the Work Area by using tabs. A page stays open until you click the close button in the corner of the tab, providing a convenient way to navigate between different resource pages. Status Bar View system activity messages in the status bar across the bottom of the user interface. Click the button on the left side of the bar to view the session history. Menu Bar The menu bar at the top of the RealPresence Media Manager software s screen contains traditional navigation options. The menus are File, Edit, View, Task, and Help. The Task menu repeats the options available in the Quick Links panel. Polycom, Inc. 22

23 Admin Tool Buttons and Icons The RealPresence Media Manager software s user interface includes icons to help you interact with your resources. Expand/collapse button Click this button to expand and collapse resource options. You will see this button in the resource panel and the Work Area. Resource Control button Click this button next to a field to open the resource panel for that field. Alert The alert icon reminds you to complete an action or task. You will see this in the Pending Tasks panel. Polycom, Inc. 23

24 Common Administrative Tasks You will encounter certain core tasks when administering a fully configured installation of RealPresence Media Manager software. These tasks are covered throughout this guide. This section helps you identify and locate the information you need to complete these tasks. Set Admin Tool Preferences When you launch the RealPresence Media Manager Admin Tool for the first time, you need to set your preferences. See Set Real Presence Media Manager Admin Tool Preferences for the First Time to learn how to configure these settings. Brand the RealPresence Media Manager Portals Your RealPresence Media Manager portal is a reflection of your organization. You can apply your organization s brand to your portal in the form of colors and logos by customizing a Style Profile and a Layout Profile. See Apply a Brand to the Portal to learn how to customize your portal using Style Profiles and Layout Profiles. Set Permissions When you add users to the RealPresence Media Manager software, they are automatically placed in the Everyone permissions group. You can grant user or group permissions for a portal or a category. See Configure Portal Permissions or Allow Users to View Categories to learn how to set permissions. Manage Users RealPresence Media Manager can use its own local database for managing users (forms-based authentication) or external databases using Active Directory/Lightweight Directory Access Protocol (AD/LDAP) user authentication systems and web-based single sign-on (SSO) systems. See Manage Users and Groups to learn how to add, delete, and edit users and groups. Organize Content Using Categories See Manage Content Using Categories to learn how to create and manage categories, assign category permissions, and set up automatic destination categories. Manage Events See Schedule Events to learn how to use the RealPresence Media Manager software s Scheduler Service to schedule content scans, RealPresence Capture Station Pro presentations, and Polycom RSS 4000 calls. Polycom, Inc. 24

25 Add and Manage Video Content in the Library See Manage Content Using the RealPresence Media Manager Library to learn how to use the library resource to manage content. Run Reports Reports provide detailed views of how users are accessing content, how long they are viewing it for, whether they are experiencing network problems, and more. Using reports, you can assess the effectiveness of your content delivery and improve your content management strategy. Reports can help you can increase the RealPresence Media Manager web portal s impact on your enterprise. See Generate Reports to learn how to generate reports. Set Admin Tool Preferences for the First Time When you launch the Media Manager Admin Tool for the first time, the Edit Preferences tab opens in the Work Area. You can begin setting preferences here. To edit your preferences: 1 In the Edit Preferences tab, enter your Address. 2 If you want to change your password, select the Change Password check box and enter your old password and a new password in the corresponding fields. 3 Select a Time Zone, Locale, and Language from the drop-down lists, and then click Save. Polycom, Inc. 25

26 Manage Users and Groups The RealPresence Media Manager software system is populated by user accounts. Each user s account includes details that describe the basic attributes associated with that user, such as the user s name, address, address, and information about the user s access to different features in RealPresence Media Manager software. User attributes not related to access can be accessed and edited from the Users & Groups resource panel in the RealPresence Media Manager Admin Tool. You can control permissions for portals and categories in the Portal Administration panel. Each user may belong to one or more groups. You can ease administration tasks using group memberships, which enable you to apply the same permissions to many users at once, rather than individually. Add a User Managing users is an ongoing administrative task. You will add users frequently while administering RealPresence Media Manager software. To add a user: 1 Click the Users & Groups resource tab to open the Users & Groups resource panel. 2 Click the New button and select User from the list. 3 In the Details tab, shown next, select the Allow Login to Administration Tool and Allow Library Access check boxes if they apply, and enter the appropriate data in the fields. Adding a user 4 In the Aliases tab, click the New Alias button to add the user s alias. You need to add an alias for each user. You can add a user s alias for each portal and still manage the user as a single user. 5 Click the Member Of tab to assign the user to a group. Polycom, Inc. 26

27 6 In the Users & Groups resource panel, select the group to which you want to add the user. Then, in the Work Area, click Add, as shown next. To remove a user from a group, select the group from the list in the Work Area and click Remove. Assigning a user to a group Timesaver: Using the Resource Control Button Click Resource Control to open the Users & Groups resource panel from the Work Area if a different resource panel is open. Delete a User or Group To delete a user or group: 1 In the Users & Groups resource panel, select the user or group you want to delete. Polycom, Inc. 27

28 2 Click Delete, as shown next. Import and Export a User or Group Export a template that you can complete and use to import users. You can also export users and groups from RealPresence Media Manager software as CSV files. To import a user or group: 1 In the Users & Groups panel, click the Import/Export button and select Upload. 2 In the Upload CSV tab, shown next, select a Portal, Authentication Profile, and authentication Type from the drop-down lists. Importing a user in the Upload CSV tab Polycom, Inc. 28

29 3 In the Select a CSV File section, click Browse to browse to the user CSV file you want to upload. 4 Assign the user to a group by selecting a group in the Users & Groups panel and clicking Add in the Group Association section. You can also create a new group and assign the imported users to it by selecting the Create a New Group check box. 5 Click Upload. To export your CSV template to use later for importing users: 1 In the Users & Groups panel, select the user or group you want to export. 2 Click the Import/Export button and select Download. 3 In the Download CSV tab, select a Portal, Authentication Profile, and authentication Type from the drop-down lists. 4 Click Download and select a destination. Downloading a CSV template from the Download CSV tab Allow Users to View Categories A common way to organize content is by category. A category is a container for content with a descriptive name. When you add users to the RealPresence Media Manager software, they are automatically placed in the Everyone group, but you can grant a user or group permissions for a category. To grant a user or group permission to view a category: 1 In the Admin Tool, in the Portal Administration panel, expand the portal and select the category you want to grant permissions for. 2 Right-click the category and choose Properties. 3 Click the Permissions tab. Polycom, Inc. 29

30 4 In the Users/Groups section, shown next, select the Inherit Permissions check box to set the category permissions to inherit portal permissions or inherit permissions from the next node up on the tree. 5 Click Resource Control to open the Users & Groups panel. 6 In the Users & Groups panel, select a user or group and click Add. The user or group will be added to the list of users and groups that can view the selected category. 7 Edit a user or group s abilities in the User/Group s Permissions section by selecting or clearing the Allow, Deny, and Grant check boxes. 8 Click Save. Polycom, Inc. 30

31 Work with RealPresence Media Manager Portals RealPresence Media Manager content is displayed to your users on the RealPresence Media Manager portal. Using most desktop and mobile browsers, you can view multiple content types on the portal. You can customize the portal with your organization s brand, add tests and surveys, enable speech-totranscript metadata, and more. This section shows you how to view content and configure different portal options. View the Portal on Your Browser Launch the portal and watch video content. To launch the RealPresence Media Manager default portal: 1 Using a networked Windows PC or Mac, or a compatible mobile device such as an Apple ipad or Android tablet, launch an Internet browser. Supported browsers include Microsoft Internet Explorer 9 and 10 Google Chrome 9 Mozilla Firefox 14 2 In the browser s address bar, enter one of the following: Media Manager appliance IP address> (for example, Media Manager appliance domain name> The default portal displays, as shown in the figure. By default, the portal is configured for anonymous users, which means you can watch any of the unsecured content that is displayed in the portal without logging in. Polycom, Inc. 31

32 RealPresence Media Manager default portal Log in to the Portal To view content on most portals, you must first log in. To log in to the portal: 1 Launch the portal web site from your preferred browser. Polycom, Inc. 32

33 2 In the Login dialog, enter your address and Password in the fields provided. Then click Login. 3 If you do not yet have a username and password, click Register. 4 Enter an address and Password of your choice (enter both twice). 5 Click Register. To log in to the portal from a mobile device: 1 Launch the portal web site from your preferred mobile browser. Polycom, Inc. 33

34 2 On the Login screen, enter your Username ( address) and Password. 3 Tap Login. 4 If you do not yet have a username and password, tap Register. 5 Enter an address and Password of your choice. 6 Tap Register. Navigate Categories The RealPresence Media Manager portal organizes content using categories. When you open a category, it displays in the Content Display portlet at the top of the page. Portlets are windows in the portal than contain content categories, links, or other portal features such as tests and surveys. For more information on portlets, see Use Portlets. You can create categories using the RealPresence Media Manager Admin Tool when logged in as an admin user. The categories are Default Category User Generated Content Featured Content Upcoming Event Most Popular Recently Viewed To select a category:» From the portal, do one of the following: Polycom, Inc. 34

35 Open the Categories menu; under Home, choose a category to display its content thumbnails in the Content Display portlet. Click the category in the menu bar. View a Video You can play any video displayed by clicking the corresponding thumbnail. The RealPresence Media Manager player (shown next) opens. Click the Play button to watch the video. Polycom, Inc. 35

36 View presentations in the RealPresence Media Manager player Use the Tabs The tabs in a presentation give you access to different types of information about a presentation and more options for interacting with the presentation. Tabs display below a presentation in a portal. Some tabs display only when you enable them in the RealPresence Media Manager Admin Tool. Use the Details Tab to View Details and Share the Presentation Click the Details tab to view basic presentation information such as the title, speaker, description, and presentation date. You can also share the presentation if sharing has been enabled. To share a presentation: 1 In the Details tab, click the Share button. 2 Do one of the following: Copy the link in the share field and paste into your sharing platform. Click Embed and copy the code to embed the presentation in your sharing platform. Click Link to return to the link option. Polycom, Inc. 36

37 Share the presentation from the Details tab Use the Chapters Tab to Navigate the Presentation Click the Chapters tab to view a list of chapters. Click chapter. next to the chapter name to go to that Use the Slides Tab to Navigate the Presentation Click the Slides tab to view the presentation slides arranged in a mosaic. Click a slide to go to that point in the presentation. Use the Moderated Q&A Tab to Submit Questions Submit a question to the speaker in a presentation using the Moderated Q&A tab. For more information about enabling Moderated Q&A, see Work with Moderated Q&A. To submit a question: 1 Click the Moderated Q&A tab. 2 Type your question in the Ask A Question field. 3 Select the Submit question anonymously check box to hide your username in the question. 4 Click Submit. Polycom, Inc. 37

38 Use the Moderated Q&A tab Use the Transcript Tab to View and Speech-to-Transcription Results Media Analytics Framework is a new speech analytics option in RealPresence Media Manager version 6.6 software that enables speech-to-text transcription. It is available with a Metadata Integration license and an account with a supported metadata provider, such as RAMP MediaCloud. Click the Transcript tab to view the speech-to-text transcription of the presentation video. You can search metadata, including speech-to-transcription results, using the portal s search function. Configure transcription settings in the Admin Tool. For information about configuring transcription settings, see Configure the RAMP MediaCloud Speech to Transcript Module. View Speech-to-Transcription Results View speech-to-transcription results in the Transcript tab. To use the Transcript tab for viewing speech-to-transcription results: 1 Click the Transcript tab. 2 In the Sentence column, read the transcribed audio and view the time in the presentation 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 is occurs. Search Metadata Use the portal search function to search metadata. Polycom, Inc. 38

39 To search metadata in the portal: 1 Click Advanced next to the search field. 2 Enter your search criteria in the Metadata field. 3 Click Search. Use the Zoom Slide Feature Zoom Slide is a new feature in RealPresence Media Manager version 6.6 that enables you to open the presentation slides in their own re-sizeable window. You can move the slide to another part of your screen or make it larger to view fine detail. The feature is available in Windows and Mac desktop operating systems, and ios and Android mobile operating systems. To use Zoom Slide: 1 Play a presentation containing slides in the RealPresence Media Manager player. 2 Hover over a slide during the presentation and click the left mouse button. The slide opens in its own window. 3 Click the slide and drag it to another part of your screen. 4 Drag a corner of the slide to resize it. Polycom, Inc. 39

40 5 Click the close button in the top-right corner to close Zoom Slide. Use Portlets Portlets are windows in the portal than contain content categories, links, or other portal features such as tests and surveys. Featured Content The Featured Content portlet displays content that an admin user selects to feature. Recently Viewed The Recently Viewed portlet displays any content the current portal user has clicked. Most Popular The Most Popular portlet displays content that has received the most views from portal users. Upcoming Events The Upcoming Events portlet displays scheduled live presentations from RealPresence Capture Station appliances or calls from Polycom RSS appliances. You can watch the event live, or view it later ondemand. Links The Links portlet displays any relevant links, such as your organization s website. You can also include a direct link to launch the RealPresence Media Manager Admin Tool that will be available to admin users with the correct permissions. User Evaluation The User Evaluation portlet displays any tests, surveys, or certificates created and enabled on the portal. Create and enable tests, surveys, and certificates in the RealPresence Media Manager Admin Tool. Manage Portal Licenses Manage your portal licenses for optional features and partner solution integrations at the root level. To manage licenses online: 1 In the Portal Administration panel, right-click Media Manager Root and choose Properties. 2 In the Manage License tab, shown next, view licenses in the License Details section. 3 In the Default Portal section, select or clear the check boxes for licenses you want to activate. Polycom, Inc. 40

41 4 To activate a new license, enter a product key in the Activation section (not shown). 5 Click Save. If you do not have Internet access for licensing RealPresence Media Manager, you must provide a machine code file to Polycom. Polycom will then provide you a license file. To obtain and activate your licenses offline using the import file: 1 Login to RealPresence Media Manager and select Portal Administration. 2 Right click on Media Manager Root and select Properties. 3 Click the Manage License tab and scroll down to the bottom of the page. 4 Click Export Machine Code and save the file. 5 Call Polycom Support to inform them and send the file to Polycom Support using the information they will provide to you. Polycom will send back a license file with your options enabled. 6 After you receive the license file from Polycom, on the same window you used to export the machine code, click Import License File and import the license file Polycom sent. Polycom, Inc. 41

42 Add Portals The basic edition of RealPresence Media Manager includes one portal, but if you have purchased additional portals, you can add a portal to your RealPresence Media Manager software deployment at any time. For example, if you have configured one portal for your organization s customers, but need another portal for employee training, you can add one. To add a portal: 1 In the Portal Administration panel, right-click the Media Manager Root and choose New Portal. 2 In the Details tab, enter the name for your new portal and configure User Preferences, Settings, Ratings Settings, User Upload Settings, and Event Settings. 3 Work through the Authentication Profiles, Layout Profile, Style Profile, Permissions, Login Options, and Configuration tabs, configuring the settings you need. Configure Portal Details You can configure basic settings for your RealPresence Media Manager software portal in the Details tab. To configure basic portal settings: 1 In the Portal Administration panel, right-click the portal name and choose Properties. 2 In the Details tab, configure the following settings: User Preferences, including default locale, language, and time zone Settings Ratings Settings User Upload Settings Portal Title Settings Event Settings 3 Before closing the tab, click Save to save any changes you made. Polycom, Inc. 42

43 Apply a Brand to the Portal Your RealPresence Media Manager software portal is a reflection of your organization. You can apply your organization s brand to the portal in the form of colors and logos by customizing a Style Profile, and customize the layout of portlets by configuring a Layout Profile. Configure the Style Profile Customize the Style Profile to display your organization s logos and colors on your RealPresence Media Manager portals. You can customize the portal, a category, and individual content types on the Style Profile tab. To customize the Style Profile: 1 In the Portal Administration panel, right-click your portal and select Properties. 2 Click the Style Profile tab, shown next. Customizing a node in the Style Profile tab 3 Click next to the node you want to customize. 4 Clear the Inherit check boxes to prevent the node from inheriting its style properties from its parent. For example, in the Portal section, as shown, clear the Inherit check boxes to prevent the Portal node from inheriting each style property from the Media Manager Root node above it in the tree. 5 Enter URLs to link to a header graphic in the Header Logo Background Image URL field, a banner graphic in the Header Banner Image URL field, or a background image in the Background Image URL field. Polycom, Inc. 43

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