Kaltura Management Console (KMC) KMC User Manual

KMC_User_Manual

KMC_User_Manual

KMC_User_Manual

KMC_User_Manual

KMC_User_Manual

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Kaltura Management Console (KMC)
User Manual
Version: Hercules
Kaltura Business Headquarters
5 Union Square West, Suite 602, New York, NY, 10003, USA
Tel.: +1 800 871 5224
Copyright © 2013 Kaltura Inc. All Rights Reserved. Designated trademarks and brands are the property of their respective owners.
Use of this document constitutes acceptance of the Kaltura Terms of Use and Privacy Policy.
Kaltura Management Console (KMC) User Manual 3
Contents
Preface ........................................................................................................................................................ 11
About this Manual ................................................................................................................................. 11
Audience ............................................................................................................................................... 11
Document Conventions ......................................................................................................................... 12
Related Documentation ........................................................................................................................ 12
Chapter 1 KMC Overview ........................................................................................................................... 13
What Can I Do with the KMC? .............................................................................................................. 13
Media Management and Workflow ....................................................................................................... 13
Widget and Application Studio .............................................................................................................. 14
Getting Started ...................................................................................................................................... 14
Chapter 2 Uploading and Ingestion ............................................................................................................ 16
What is a Kaltura Entry? ....................................................................................................................... 16
Browser-based Ingestion ...................................................................................................................... 16
The Kaltura Uploader ............................................................................................................................ 16
The Upload Tab .................................................................................................................................... 16
Upload Media ........................................................................................................................................ 17
High-Speed Upload ........................................................................................................................ 17
Upload from Desktop ...................................................................................................................... 17
Record from a Webcam .................................................................................................................. 18
Import from Web ................................................................................................................................... 19
Ingestion for Webex Recording Files .................................................................................................... 19
Prepare Entry ........................................................................................................................................ 19
Prepare Video/Audio Entry ............................................................................................................. 20
Prepare Live Stream Entry ............................................................................................................. 20
Creating Draft Entries ........................................................................................................................... 20
Key Benefits and Functionality of Draft Entries .............................................................................. 21
Hosting Videos at your Preferred Location and Linking to Kaltura ................................................. 22
Replacing Video Assets for a Kaltura Entry .......................................................................................... 22
Uploading and Modifying Related Files ................................................................................................ 22
Bulk Upload and FTP Upload ............................................................................................................... 23
What is Bulk Upload? ..................................................................................................................... 24
Entries XML Bulk Upload ................................................................................................................ 24
Submit Bulk Options ....................................................................................................................... 25
Downloading Bulk File Samples ..................................................................................................... 26
Automated Content Ingestion via a Drop Folder ................................................................................... 26
Drop Folder Control Panel .............................................................................................................. 26
The Dashboard Tab .............................................................................................................................. 28
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Kaltura Management Console (KMC) User Manual 4
Uploading Content Using the Content Tab ........................................................................................... 28
Tracking Your Uploads ......................................................................................................................... 28
Your Uploads .................................................................................................................................. 28
Bulk Upload Log.............................................................................................................................. 29
Chapter 3 Transcoding and Processing ...................................................................................................... 31
Converting Videos into Multiple Flavors (Optimized Output Files) ................................................. 31
Editing and Creating Transcoding Profiles ..................................................................................... 32
Adding a Transcoding Profile ................................................................................................................ 34
Quick Publishing ............................................................................................................................. 35
Editing Options for Flavors in a Transcoding Profile ............................................................................. 36
Assigning a Transcoding Profile to a Bulk Upload ................................................................................ 37
Useful Tips for Working with Transcoding Profiles ............................................................................... 37
The Flavors Tab .................................................................................................................................... 38
Add Video/Audio ............................................................................................................................. 39
Upload Files .................................................................................................................................... 39
Import Files ..................................................................................................................................... 40
Link to Remote Storage .................................................................................................................. 41
Match Files from Drop Folder ......................................................................................................... 42
Replacing Media ............................................................................................................................. 42
Supported Source Formats ................................................................................................................... 44
Supported Source Codecs .............................................................................................................. 44
Target Formats/Codecs .................................................................................................................. 45
Chapter 4 Creating and Customizing Playlists and Players ....................................................................... 46
What is a Playlist? ................................................................................................................................. 46
Playlists Tab .......................................................................................................................................... 46
Creating a Manual Playlist .................................................................................................................... 46
Creating a Rule Based Playlist ............................................................................................................. 48
Defining a Rule ............................................................................................................................... 48
Multiple Rules Based Playlist - Advanced Mode ............................................................................ 50
Additional Playlist Configuration ........................................................................................................... 52
Creating a Player with Multi-tab Playlists ....................................................................................... 52
Deleting a Playlist ........................................................................................................................... 53
Removing Videos from a Playlist .................................................................................................... 53
Customizing Additional Features for Playlists ................................................................................ 53
Designing and Configuring a Player ..................................................................................................... 54
Player List ....................................................................................................................................... 54
Select the Type of Player ...................................................................................................................... 55
Configuring the Player Basics Settings ................................................................................................. 55
Editing a Player ............................................................................................................................... 55
Adding Content to a Player ............................................................................................................. 56
Duplicating a Player ........................................................................................................................ 56
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Kaltura Management Console (KMC) User Manual 5
Deleting a Player............................................................................................................................. 57
508-Compliant Video Player ................................................................................................................. 57
Configuring the Player Advertising Settings ......................................................................................... 58
Configuring the Player Features ........................................................................................................... 58
Features List ................................................................................................................................... 59
Configuring the Player Style ................................................................................................................. 67
Chapter 5 Managing Metadata ................................................................................................................... 69
Entry Metadata ...................................................................................................................................... 69
Types of Metadata .......................................................................................................................... 69
Metadata Actions ............................................................................................................................ 70
Uploading Content and Setting Metadata ............................................................................................. 70
Upload a Media File and Set Its Metadata ..................................................................................... 70
Ingest a Media File Bundled with Metadata (CSV, XML, API) ....................................................... 70
Prepare a Metadata-only "Draft" Entry for Future Ingestion of Media Files ................................... 71
Metadata and Related Files .................................................................................................................. 71
Kaltura Custom Metadata Functionality .......................................................................................... 72
Managing Schemas .............................................................................................................................. 73
Adding a Schema............................................................................................................................ 73
Adding Custom Data Fields ............................................................................................................ 74
Setting Values for Custom Metadata Fields - Per Entry ................................................................. 76
Setting Values for Metadata Fields - Per Category ........................................................................ 78
Chapter 6 Locating Content in the KMC ..................................................................................................... 80
Searching Through Entries ................................................................................................................... 80
Entries Search Rules ...................................................................................................................... 80
Filtering Content in the Entries Table ................................................................................................... 81
Using Categories as Filters ............................................................................................................. 81
Using Additional Filters ................................................................................................................... 82
Performing a Search Based on Metadata Fields ............................................................................ 83
Entries Table Filter Indications ....................................................................................................... 83
Searching Through Categories ............................................................................................................. 84
Filtering Categories in the Categories Table ........................................................................................ 84
Using Categories as Filters ............................................................................................................. 85
Using Additional Filters ................................................................................................................... 86
Categories Table Filter Indications ................................................................................................. 86
Searching Playlists ................................................................................................................................ 87
Chapter 7 Managing Access Control Profiles ............................................................................................. 88
Access Control Profiles ......................................................................................................................... 88
Creating an Access Profile .................................................................................................................... 89
Editing an Access Profile ...................................................................................................................... 90
Restricting Domains ........................................................................................................................ 91
Restricting Countries for Viewing .................................................................................................... 92
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Restricting Views by IP Address ..................................................................................................... 93
Restricting Access for Specific Flavors .......................................................................................... 94
Restricting Views with a Kaltura Session .............................................................................................. 96
Pay-Per-View .................................................................................................................................. 96
Assigning an Access Control Profile to an Entry .................................................................................. 97
Assigning an Access Profile to a Bulk Upload ................................................................................ 97
Content Scheduling ............................................................................................................................... 97
Chapter 8 Managing Content Entitlement ................................................................................................... 99
Kaltura’s Entitlement Model .................................................................................................................. 99
Category’s Entitlements Tab ................................................................................................................. 99
Setting the Entitlement Settings .................................................................................................... 100
Content Privacy............................................................................................................................. 101
Visibility of Content Associated with Multiple Categories ............................................................. 102
Visibility of Content in Outside of the Application ......................................................................... 102
Category Listing ............................................................................................................................ 103
Contribution Policy ........................................................................................................................ 103
Specific End-User Permissions .................................................................................................... 103
Managing Categories’ Specific End-User Permissions ................................................................ 104
Bulk Actions for Managing Categories Specific End-User Permissions ....................................... 106
Additional Category Entitlement Settings ..................................................................................... 106
Chapter 9 Managing Categories ............................................................................................................... 108
Defining and Assigning Entry Categories ........................................................................................... 108
Categories Table ................................................................................................................................. 108
Adding/Editing a Specific Category .............................................................................................. 108
Adding Metadata to a Category .................................................................................................... 110
Editing the Entitlement Settings of a Category ............................................................................. 111
Reordering Sub Categories .......................................................................................................... 112
Editing Multiple Categories in Bulk ............................................................................................... 113
Add Tags to Categories ................................................................................................................ 114
Remove Tags from Categories ..................................................................................................... 115
Move Categories ........................................................................................................................... 115
Change Content Privacy ............................................................................................................... 116
Change Contribution Policy .......................................................................................................... 117
Change Category Listing .............................................................................................................. 118
Change Category Owner .............................................................................................................. 118
Delete Categories ......................................................................................................................... 119
Updating Categories’ State ........................................................................................................... 119
Chapter 10 KMC Users and Roles ............................................................................................................ 121
Roles and Permissions ....................................................................................................................... 121
Adding a User ............................................................................................................................... 121
Editing a User ............................................................................................................................... 122
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Deleting and Blocking Users ......................................................................................................... 123
Purchasing a License for Additional Users ................................................................................... 123
Creating Custom Roles ................................................................................................................. 123
Role Management ........................................................................................................................ 124
Chapter 11 Moderation and Editorial Workflows....................................................................................... 126
Content Moderation Workflows ........................................................................................................... 126
The Moderation Tab ............................................................................................................................ 126
Previewing Content using the Moderation Tab ............................................................................. 127
Rejecting Content Using the Moderation Tab ............................................................................... 127
Approving Content Using the Moderation tab ..................................................................................... 127
Banning Users Using the Moderation tab ........................................................................................... 127
Chapter 12 Using Subtitles and Captions ................................................................................................. 129
Caption File Types .............................................................................................................................. 129
Searching within Captions ............................................................................................................ 129
Subtitles and Captions Terminology ................................................................................................... 129
Adding Captions to an Entry ............................................................................................................... 130
Editing a Captions File .................................................................................................................. 131
Setting Up Captions for Display .......................................................................................................... 131
Viewing an Entry with Captions in a Player .................................................................................. 132
Captions Options .......................................................................................................................... 133
Adding an Audio Description File to an Entry ..................................................................................... 134
Playback the Audio Track in a 508 Player .................................................................................... 134
To playback the audio file ............................................................................................................. 135
Chapter 13 Live Streaming ....................................................................................................................... 136
Live Streaming Using the KMC ........................................................................................................... 136
Digital Video Recorder (DVR) ....................................................................................................... 136
Workflow for Setting up Live Streaming .............................................................................................. 136
Setting up the Hardware and Software ......................................................................................... 137
Creating a Live Streaming Entry in the KMC ................................................................................ 137
Multiple Bitrate Encoding .................................................................................................................... 140
Configuring the Live Stream Parameters in the KMC ................................................................... 140
Setting up the Broadcasting Computer ......................................................................................... 142
Viewing the Broadcasting Setup (Optional) .................................................................................. 143
Advanced Live Streaming Configuration Options ......................................................................... 143
Chapter 14 Content Authoring Tools ........................................................................................................ 145
The Content Tab ................................................................................................................................. 145
Entries Tab .......................................................................................................................................... 145
Entries Table ....................................................................................................................................... 145
Set Scheduling .............................................................................................................................. 146
Set Access Control ....................................................................................................................... 147
Edit - Add Tags to and Entry ......................................................................................................... 148
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Edit - Remove Tags from an Entry ............................................................................................... 148
Edit - Add Categories .................................................................................................................... 149
Edit - Remove Categories ............................................................................................................. 150
Add to New Category .................................................................................................................... 151
Add to New Playlist ....................................................................................................................... 151
Change Entry Owner .................................................................................................................... 151
Download Files ............................................................................................................................. 152
Delete Multiple Entries .................................................................................................................. 152
Preview and Embed ...................................................................................................................... 153
Editing Entries ..................................................................................................................................... 153
Edit Entry Tabs ............................................................................................................................. 154
Clipping and Trimming Media Files .............................................................................................. 155
Troubleshooting Trimming and Clipping ....................................................................................... 157
Users Tab ..................................................................................................................................... 157
Choosing a Thumbnail for your Video ................................................................................................ 158
Chapter 15 Publishing to Your Site ........................................................................................................... 160
Embedding a Player with a Single Entry on your Site ........................................................................ 160
Embedding a Player with a Playlist on your Site ................................................................................ 161
Video Delivery Settings ....................................................................................................................... 162
Kaltura Auto .................................................................................................................................. 163
HTTP Progressive Download Delivery ......................................................................................... 163
HTTP Streaming (Based on Akamai’s Technology) .................................................................... 163
HTTP Dynamic Streaming (HDS) Based on Adobe ..................................................................... 163
RTMP Streaming (Legacy) ........................................................................................................... 163
Secure Transport RTMPE (Legacy) ............................................................................................. 164
Embed Code Types ............................................................................................................................ 164
Search Engine Optimization ............................................................................................................... 165
Support for HTTPS Embed Code ....................................................................................................... 165
Adding the Flavor Selector Module ..................................................................................................... 165
Mobile and HTML5 Support .......................................................................................................... 166
Chapter 16 Distribution and Syndication ................................................................................................... 167
Kaltura Distribution Module ................................................................................................................. 167
Key Benefits: ................................................................................................................................. 167
How Does Distribution Work? ............................................................................................................. 168
Adding a Distributor to an Entry .................................................................................................... 169
Scheduling a Video Package .............................................................................................................. 170
Validating a Video Package .......................................................................................................... 172
Removing a Distributor from a Video Package ............................................................................. 175
Managing Distributor Details ......................................................................................................... 176
Content Syndication ............................................................................................................................ 176
How Does Syndication Work? ............................................................................................................ 177
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Kaltura Management Console (KMC) User Manual 9
Syndicating to a Standard MRSS Feed (Yahoo) .......................................................................... 177
Search Engine Optimization (SEO) .............................................................................................. 177
Key Benefits .................................................................................................................................. 178
Setting up Syndication ........................................................................................................................ 178
Syndicating to Google ................................................................................................................... 179
Create a Landing Page ................................................................................................................. 180
Google Webmaster Tasks ............................................................................................................ 180
KMC Publisher Tasks for Google Syndication .............................................................................. 180
Syndicating to TubeMogul ............................................................................................................ 182
KMC Publisher Tasks for TubeMogul Syndication ....................................................................... 182
TubeMogul Webmaster Tasks ...................................................................................................... 184
Syndicating to iTunes ................................................................................................................... 184
KMC Publisher Tasks for iTunes Syndication .............................................................................. 184
Syndicating to Yahoo .................................................................................................................... 186
KMC Publisher Tasks for Yahoo Syndication ............................................................................... 187
Yahoo Webmaster Tasks ............................................................................................................. 187
Flexible Feed Format .................................................................................................................... 189
Chapter 17 Advertising and Ad Networks ................................................................................................. 190
Overview of Advertising with Kaltura .................................................................................................. 190
Player Branding ............................................................................................................................ 190
Connecting with an Ad Server ............................................................................................................ 190
Kaltura Player and Ad Plugins ...................................................................................................... 191
Supported Ad Servers .................................................................................................................. 191
Ad Terminology ............................................................................................................................. 191
Creating Kaltura Video Ads ................................................................................................................. 191
Adding the VAST Ad Server ............................................................................................................... 192
Configuring VAST Ads ........................................................................................................................ 192
Configuring VAST Pre-roll Ads ..................................................................................................... 192
Configuring VAST Post Rolls ........................................................................................................ 193
Adding a Midroll ............................................................................................................................ 194
Adding an Overlay ........................................................................................................................ 196
Creating Bumper Ads .......................................................................................................................... 197
Configuring Third Party Ad Plugins ..................................................................................................... 198
Tremor Media ................................................................................................................................ 199
AdapTV ......................................................................................................................................... 201
DoubleClick ................................................................................................................................... 202
Configuring Companion Ads ............................................................................................................... 203
Companion Ads in HTML .............................................................................................................. 204
Companion Ads in Flash ............................................................................................................... 205
Targeting with an Ad Server ......................................................................................................... 208
Targeting per Viewer .................................................................................................................... 210
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Ad Targeting via ad plugin ............................................................................................................ 210
Ad Targeting with Tremor ............................................................................................................. 211
Advertising for Mobile Devices ..................................................................................................... 211
How to Locate the AdTag URL ........................................................................................................... 212
DoubleClick - Dart For Publisher (DFP) ....................................................................................... 212
OpenX ........................................................................................................................................... 212
AdapTV (via VAST) ...................................................................................................................... 213
Connecting with Ad Servers and Networks via adap.tv ................................................................ 213
Connecting with Tremor Media ..................................................................................................... 215
Different Types of Ad Servers ....................................................................................................... 216
Troubleshooting .................................................................................................................................. 216
Chapter 18 Creating and Tracking Analytics ............................................................................................ 218
Content Reports .................................................................................................................................. 218
Top Content Reports .................................................................................................................... 218
Specific Entry Report .................................................................................................................... 219
Content Drop-off Reports .............................................................................................................. 221
Specific Entry Content Drop-off Reports ...................................................................................... 222
Content Interactions Reports ........................................................................................................ 224
Specific Content Interactions Report ............................................................................................ 225
Content Contributions Report ....................................................................................................... 226
Specific Entry Media Source Contributions Report ...................................................................... 227
User and Community Reports ............................................................................................................. 228
Top Contributors Report ............................................................................................................... 228
Geographic Distribution Reports ................................................................................................... 229
Top Syndications .......................................................................................................................... 231
Specific Syndicator Reports .......................................................................................................... 232
User Engagement Reports ........................................................................................................... 232
Specific User Engagement Report ............................................................................................... 234
Bandwidth Usage Reports .................................................................................................................. 234
Publisher Bandwidth and Storage Report .................................................................................... 234
End Users Storage Report ............................................................................................................ 235
Storage Report for a Specific User ............................................................................................... 236
Date Ranges for Analytical Reports.............................................................................................. 237
System Reports................................................................................................................................... 238
Platform Reports ................................................................................................................................. 238
Analytics Data Types .................................................................................................................... 239
Platform’s Drill Down Reports ....................................................................................................... 239
Operating Systems Report .................................................................................................................. 240
Browsers’ Report ................................................................................................................................ 240
Exporting Analytics to a CSV File ................................................................................................. 241
Sending Analytics Events to Third Parties .................................................................................... 242
Preface
Kaltura Management Console (KMC) User Manual 11
Kaltura Player Supported Plug-ins ................................................................................................ 242
Chapter 19 Account Information ............................................................................................................... 243
Account Settings ................................................................................................................................. 243
Integration Settings ............................................................................................................................. 244
Account Info .................................................................................................................................. 244
Entitlement Settings ...................................................................................................................... 245
Notifications .................................................................................................................................. 247
Access Control .................................................................................................................................... 248
Transcoding Settings .......................................................................................................................... 248
Custom Data ....................................................................................................................................... 248
My User Settings ................................................................................................................................. 249
Account Upgrade ................................................................................................................................ 249
Preface
This preface contains the following topics:
About this Manual
Audience
Document Conventions
Related Documentation
About this Manual
This document provides an in-depth description of the KMC basic concepts and usage.
NOTE: Please refer to the official and latest product release notes for last-minute updates
Technical support may be obtained directly from: Kaltura Customer Care.
Contact Us:
Please send your documentation-related comments and feedback or report mistakes to the Knowledge
Management Feedback group.
We are committed to improving our documentation and your feedback is important to us.
Audience
This guide is primarily intended for content managers and Kaltura Management Console users and also
contains useful information for developers, integrators, and operations and site administrators using the
Preface
Kaltura Management Console (KMC) User Manual 12
Kaltura platform.
Document Conventions
Kaltura uses the following admonitions:
Note
Workflow
NOTE:
Workflow: Provides workflow information
Related Documentation
In addition to this guide, product documentation is available on the Kaltura Knowledge Center.
KMC Overview
Kaltura Management Console (KMC) User Manual 13
CHAPTER 1
KMC Overview
The Kaltura Management Console (KMC) is a media asset management front-end application to the
Kaltura Platform. The KMC provides publishers all the tools necessary to manage and publish their media
assets, in one intuitive interface.
What Can I Do with the KMC?
You can:
Upload content and perform bulk ingestion
Transcode and manipulate media assets
Manage metadata profiles and high-precision temporal-metadata
Design and customize branded media players
Control and manage end-user entitlements to content in applications such as Kaltura
MediaSpace
Create static and dynamic rule-based playlists
View analytics and gain insights about how well your content is performing
Configure live streaming web broadcasts
Syndicate and distribute content across the web
Configure ads and leverage ad networks
Manage access control profiles and limit access to published media
Manage your Kaltura account settings
Create Kaltura users, roles and assign permissions
and more
Media Management and Workflow
The KMC provides full media management so that you can organize and track your online video system,
functions and rich-media content. The following presents a simple workflow to manage content.
Uploading and Ingestion - upload and ingest video, audio, images and docs, bulk or individual file
uploads, via browser, desktop applications, email or mobile.
Transcoding and Processing convert videos into multiple flavors (optimized output files) and
create transcoding profiles to ensure optimal viewing experience on all devices.
Creating and Customizing Players and Playlists - control player size, color, fonts and branding.
Add or remove buttons, enable subtitles, sharing, and more. Create manually or dynamically
generated playlists.
Managing Metadata and Categories - leverage metadata fields to tag, manage, search and
expose content. Populate out-of-the-box fields, or create your own custom metadata schema.
Create content packages, including a set of video transcodes, multiple thumbnails in different
KMC Overview
Kaltura Management Console (KMC) User Manual 14
sizes, metadata, subtitles, scheduling data, and more.
Locating Content in the KMC - use categories, tags, and any of your custom metadata fields to
locate any file, or search caption files for phrases within the video.
Managing Access Control Profiles - control exactly when and where your content is published;
decide who can do what within the KMC.
Configuring KMC Users and Roles - use out-of-the-box roles and permissions or create your own
custom roles with granular permissions.
Managing Content Entitlement - -control and manage end-user entitlements to content in
applications such as Kaltura MediaSpace.
Managing Categories - provide a logical structure for your site and assist with content
management.
Moderation and Editorial Workflows - review content to eliminate spam and abusive content in
UGC portals. Implement complex editorial workflows for your various team roles.
Using Subtitles and Captions - upload multiple caption files (SRT, XML) and transcripts (TXT), or
reference an external link. Viewers can toggle between different language captions.
Live Streaming - schedule and broadcast live events. Includes all the features of on-demand
video.
Content Authoring Tools - trim videos, string videos or clips together, add subtitles and cue
points.
Publishing to your Site - manage content, create playlists, preview and embed to your sites.
Provide the optimal viewing experience across all devices with seamless mobile and tablet
support.
Distribution and Syndication - distribute content to your channels on partner sites such as
YouTube, Hulu, and DailyMotion, or create video feeds for third-party platforms such as Google,
Yahoo! and iTunes.
Advertising and Ad Networks - advertise, integrate with ad networks, and enable payment
models.
Creating and Tracking Analytics - get the insight you need on viewer behavior with built-in
reports.
Account Information- modify user information, integration settings and registration information
Widget and Application Studio
Kaltura’s application studio enables you to configure your player instances. The application studio is
accessed through the KMC Studio tab.
Player designs - design your player skin - select the size, color, fonts, etc.
Player branding - include your logo on the player as a watermark.
Player functionality and added features - decide what buttons to display on the player, create
your own custom buttons, and decide what features to enable as part of playback (for example,
subtitles, sharing, etc.)
Player templates - select pre-defined player templates, or create your own.
Getting Started
To login to the KMC
Go to the Kaltura Management Console (KMC) at: http://www.kaltura.com/index.php/kmc.
KMC Overview
Kaltura Management Console (KMC) User Manual 15
Log-in with the credentials you received in the “Kaltura Registration Confirmation” email.
The KMC Dashboard is displayed.
Uploading and Ingestion
Kaltura Management Console (KMC) User Manual 16
CHAPTER 2
Uploading and Ingestion
This section describes the options for uploading content to Kaltura.
What is a Kaltura Entry?
A Kaltura entry is a logical reference to your media asset. An entry encapsulates all physical media files
generated during ingestion (source, “flavors” and thumbnails), standard and custom metadata, captions,
scheduling settings, advertising cue points, specific access control settings and all other components
relating to the content. An entry is generated immediately, and your source media file starts uploading
and transcoding begins. For more information, see the Entries Table.
Browser-based Ingestion
You can upload files from your computer, record a video with your webcam, or import from a selection of
online repositories, or submit a bulk upload request via Kaltura formatted CSV/XML all from within the
Kaltura Management Console. See The Upload Tab.
The Kaltura Uploader
You can use the Kaltura Uploader, also known as the Kaltura Contributor Wizard (KCW) to upload any
type of rich-media file, from any location (computer, websites, record from webcam).
You can upload content through the:
Upload Tab
Dashboard
Content Tab
The Upload Tab
The Upload tab presents a list of ingestion options and capabilities to choose from and is used to upload
content to Kaltura. The Upload tab opens over any page within the KMC.
You can upload content using the following options:
Upload Media
Prepare Entry
Submit Bulk
Uploading and Ingestion
Kaltura Management Console (KMC) User Manual 17
Upload Media
High-Speed Upload: Uses Kaltura’s High-Speed Upload option powered by Aspera™.
Upload from Desktop: Opens a file browser and allows you to select multiple files.
Record from a Webcam: Allows you to capture video content from a webcam connected to your
computer.
Import from Web: Allows you to search for videos to ingest from video repositories such as
Metacafe and others, depending on the feature set enabled in your account.
High-Speed Upload
Kaltura’s High-Speed Upload option powered by Aspera™ is targeted at content administrators (KMC
users) that upload media to their KMC account. The High-Speed Upload option is particularly useful for
content administrators uploading large source files or time sensitive content on a regular basis.
Aspera’s patented FASP™ Transport Technology is a proven standard for the high-speed movement of
large files over IP Networks. It achieves speeds that are significantly faster than FTP and HTTP. Please
refer to Aspera’s FASP Benchmark information to learn more.
The High-Speed Upload option is activated by Kaltura when the High-Speed Upload option is included or
added to your service agreement. For more information, see the Kaltura High-Speed Upload User Guide.
Upload from Desktop
Uploading and Ingestion
Kaltura Management Console (KMC) User Manual 18
Use this option to quickly upload files. You can continue working on other tasks while files are uploading,
and resume the file upload in case of connection failure.
To upload media files from your desktop
Select the Upload tab.
Click Upload from Desktop (or click Upload from Desktop in the Dashboard.)
Select one or more media files. Use the Ctrl key to select multiple files. The default detection of
the entry type (video/audio/image) is kept as is.
The Upload Settings window is displayed.
Select the Transcoding Profile. See Transcoding and Processing.
Modify the Media Type if needed. The media type is automatically detected from file name
extension. The media types allowed are: video, audio or image.
Click Add Files. (Optional).
Click Upload.
Record from a Webcam
You can upload media that you record from your webcam via the easy-to-use Kaltura Uploader.
To upload media files recorded from a webcam
Select the Upload tab.
Click Record from Webcam.
Select the Transcoding Profile and click Next. See Transcoding and Processing.
Select a webcam from the dropdown list and click Allow.
Press Record to record your media file.
When done, click Next.
Enter a Name and all other relevant information for the webcam recording and click Next.
The recording is processed and added to the Entries table.
Uploading and Ingestion
Kaltura Management Console (KMC) User Manual 19
Import from Web
You can import video, audio and photos from common online media websites and applications. The
Metacafe option for importing videos, may address your needs if you are searching for specific content
quickly and easily assuming you want to import videos that are hosted in Metacafe. The video’s
properties (description, running time, brief summary, etc.) can be revealed by mousing over the
thumbnail.
The audio options are Jamendo and CCMixter; the photo options are Flikr and NYPL.
To import content from the web
Select the Upload tab.
Click Import from Web in the Upload tab.
Select the Transcoding Profile and click Next. See Transcoding and Processing.
Click Search to search through videos on Metacafe, or select the Audio or Photo tab and search
through your data.
Select the content to upload and click Next.
Enter or modify the descriptive information and click Next.
Ingestion for Webex Recording Files
The KMC allows for ingestion of Webex’s proprietary ARF files, and converts them to a customer’s flavor
set with the ability for multi-platform playback.
The workflow supports:
Import directly from Webex server
Upload from desktop
Bulk upload (CSV, XML)
Prepare Entry
You can prepare a video entry without including the media content in advance. Creating a No Media
entry may be useful when metadata settings and media perpetrations are managed separately and
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possibly by different operational teams This scenario is used for media that may be included at a later
stage, for example, in a drop folder. See Using a Drop Folder.
The following options are available:
Prepare Video Entry
Prepare Audio Entry
Prepare Live Stream Entry
Prepare Video/Audio Entry
Use this option to prepare metadata and publishing settings for a video/audio entry before its related files
are ready for upload. This option enables a flexible entry preparation workflow and is especially useful
when video files are:
Transcoded by a local transcoder
Processed while content editorial work is being done in the KMC
Processed after content editorial work is completed in the KMC
Preparing a Draft Entry Workflow:
Prepare a draft entry in the KMC and fill in its metadata and publishing settings. See
Prepare a Metadata-only "Draft" Entry for Future Ingestion of Media Files.
Add the media source file or the locally generated Transcoding Flavors to the entry. Use
the entry’s Flavors tab to add files or flavors. See The Flavors Tab.
The ingestion status of an entry that you create with the Prepare Video/Audio Entry option automatically
is set to No Media. The status remains No Media until one or more media files are added to the entry.
An entry that you create with the Prepare Video/Audio Entry option is saved as a Draft entry in the Kaltura
system until you add content.
A Draft entry remains available in the Content tab Entries table for further editing.
Prepare Live Stream Entry
Use the Live Stream Entry option to provision a live stream on the CDN. The live stream should be
configured with your encoder IP address.
After the live stream is provisioned, you can set the entry metadata and specific broadcasting settings in
the KMC's Content tab Entries tab.
For more information see Workflow for Setting up Live Streaming.
Creating Draft Entries
Draft entries are entries created without actual content, and are used as a container for adding content.
Note: You can add or attach content at a later time, by using the BaseEntry-
>addContent action and use one of the KalturaResource resources. See Kaltura API
documentation.
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To create a Draft Entry
Select the Upload tab.
Select Video Entry or Audio Entry.
In the New Entry Window, provide:
Name (required).
Description
Tags
Categories use the pencil icon to select a category from the existing category list.
If you have Custom Data for entries, you can edit the Custom Data fields for the entry. For
multiple schemas, use the drop down Jump To menu to select the schema for the entry. See
Managing Schemas for more information.
Click Save and Close.
The ingestion status for a Draft entry is No Media. The following is an example of a Draft entry in the
KMC.
Key Benefits and Functionality of Draft Entries
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You can prepare a new media entry in the KMC and set its metadata and publishing information
beforehand, or in parallel, to the actual media processing and then add the media files to the existing
entry when ready.
This flexibility may be of value especially with large media operational teams, when the metadata
preparation effort is separated from the media preparation effort with different teams working on each
operation. Separating these tasks, may provide more efficiency to the company’s internal processes as
editing metadata can be done without dependency on the media preparation operation.
When you prepare a No Media entry in the KMC you can upload the media file/s to Kaltura at a later time
either by uploading the source for transcoding in Kaltura or uploading media assets/files that have already
been generated locally using your own transcoder.
Note that the option to use a local transcoder to ingest flavors is a feature that is not enabled by default.
Contact your Kaltura account manager to learn more about how this feature can simplify your workflow,
and to activate and configure this feature on your account.
Hosting Videos at your Preferred Location and Linking to Kaltura
This use case is typically combined with transcoding performed on the publisher’s side, after which the
output files are pushed directly to CDN hosting, or to a local intranet delivery source.
In this case, Kaltura essentially only manages the metadata while media files themselves are delivered
directly from the publisher through a CDN to the viewer.
Linking between the files and a Kaltura entry can be done through the KMC, API, or drop folder XML
ingestion. See Using a Drop Folder.
Replacing Video Assets for a Kaltura Entry
Publishers can replace media files of an existing media entry when needed.
This feature:
Is especially useful when media assets need to be re-edited by the publishers following
ingestion to Kaltura.
Enables seamless replacement of media even if media is already published/
syndicated/distributed media is replaced in all published instances.
Replaces all multiple-bitrate media assets flavors in one transaction.
Allows review and approval of new media prior to the actual replacement.
Is an integral part of the entry life-cycle and content management workflow
For more information see Replacing Media.
Uploading and Modifying Related Files
You can attach files (documents, media) to your entries. Uploaded files will not create new entries but will
receive a unique Kaltura Asset ID. Use the Related Files tab to upload files associated to entries.
Related files are not stored with the entries on the Kaltura platform and are referenced using an Asset ID.
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To upload related files
Select the Content tab and click on an entry.
Select the Related Files tab and click Add More Files.
Select a file and click Open.
Select the File Type from the drop down menu.
The related file will immediately begin uploading. After the upload is complete, you can edit the
file details (title, description), download the file, or remove it.
Click Save.
To edit related files
Select the Content tab and click on an entry.
Select the Related Files tab.
Select a File and select Edit, Download, or Remove.
Bulk Upload and FTP Upload
You can import multiple files per session via a simple comma separated file (CSV) or an XML file. With
these options, you can also ingest files from your own FTP server, or any publicly accessible file’s host.
Metadata fields can be populated from CSV/XML.
The CSV Bulk Upload file is a simple format. You can use the CSV format for simple content ingestion
based on imported source media files and their related metadata. Each entry is added from a single line
in the CSV file. Each line includes a path to a media file that will be uploaded and each uploaded media
file creates an entry. We recommend a maximum of 500 lines/uploaded media files included within one
CSV file.
The XML Bulk Upload file is based on Kaltura’s MRSS format schema for content ingestion. The XML
format enables bulk ingestion of complex video or audio packages.
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Complex packages may include:
Multiple bit-rate Transcoding Flavors already transcoded by a local transcoder
Multiple thumbnails
Related metadata and publishing options
What is Bulk Upload?
Bulk Upload enables you to ingest multiple entries and files to the Kaltura server in a single action using a
single file. The greatest benefit for bulking uploads is:
Importing multiple files in one action thus automating the ingestion process.
Ingesting large files which you cannot upload from the desktop via the KMC (larger than 2GB).
Populating metadata fields with no need to enter them from the KMC.
Bulk upload streamlines publishing, providing the basis for automated bulk ingestion of files and metadata
and overcomes browser and client upload limitations allowing for larger file size ingestion.
There are two methods to upload bulk content: the simple method where you use
a CSV file (Comma Separated Value) and the advanced method where you use an XML file, which has
many extensive bulk upload features. You can customize the structure to the metadata and elements that
are part of your account specific workflow. Using the XML file bulk upload is the recommended method
due to its structured hierarchy, allowing for nested objects and metadata and is easily extended.
For information on how to download bulk file samples see Downloading Bulk File Samples.
Entries XML Bulk Upload
XML Bulk Upload supports full CRUD (Create, Read, Update, and Delete) operations, allowing for
ingestion of entries, updates to existing entries, and deletion of bulk entries using an XML format. XML
Bulk Upload is the recommended bulk upload option.
In addition, XML supports a hierarchical structure while CSV does not. You can define a complete content
package using the XML Bulk Upload feature that includes the video source file, its metadata, its custom
metadata profiles, distribution profiles, set of transcoding flavors ( for cases when you are using your own
transcoders), thumbnails and other additional relevant data.
The advantages of using XML Bulk Upload are:
Simplified integration with other systems (for example, migrating media files including their
complete metadata from one server to another).
A streamlined ingestion mechanism, by using XML it is easy to create automated processes to
ingest content.
More comprehensive ingestion models that allow you to manipulate all of the media entry object
attributes and their related objects (such as flavors, custom metadata, access control and
distribution profiles, etc.).
The full sets of features supported by the XML Bulk Upload are described in the XSD (the XML template).
An example XML file can be found here (or downloaded from the KMC Upload tab).
The bulk upload status is monitored through the Bulk Upload Log, see Tracking Your Uploads. A log file
and a copy of the CSV file are made available for troubleshooting or for historical records of uploaded
content.
Whether you are a medium sized video publisher or if you're a media giant, you should consider the Bulk
Upload option.
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Submit Bulk Options
Kaltura provides bulk services and CSV formatted schemas for enabling automatic setup and on-going
updates for end-user’s details and content entitlement settings. Bulk services can be used to streamline
the setup and administration of Kaltura MediaSpace™ based media portals, and may also be used for
convenient submission of bulk operations on the following entities.
There are four types of CSV files available:
Entries CSV use to upload multiple entries.
Categories CSV use to create, update or delete a large amount of categories. See Categories
CSV for more information.
End Users CSV use to upload multiple end-user account. See End Users CSV for more
information.
End-User Entitlements CSV use to set, update or delete specific end-user permissions to
categories. End-user entitlements can be set to multiple categories through a single CSV file.
See End User Entitlements CSV for more information.
Although CSV bulk uploads are less structured and have fewer features than the XML bulk upload, CSV
bulk upload is easy to use for simply ingesting video files and their related metadata.
CSV files are easy to edit using Microsoft Excel, Google Docs or similar spread sheet applications.
To specify the fields and their order in the CSV file, the first line in the CSV file should start with an ‘*’
(asterisk sign) followed by the list of field names, separated by a commas. Lines with‘#’ (hash sign) will
not be processed, as these are essentially comment lines.
Each line after the fields definition line (which starts with an ‘*’ sign) represents an entry to be ingested
and should include the values of every field. Every line is a new entry. All entry fields are processed
according to the definition line and according to the order of the fields.
A full list of fields and example CSV file can be downloaded from the KMC Upload tab. See Downloading
Bulk File Samples.
To submit a CSV or XML file
Select the Upload tab.
Select the type of CSV/XML file from one of the following,
or click Download/Submit CSV/XML in the Dashboard.
Click Open.
A message stating that your import request has been submitted is displayed.
To track bulk uploads
See Tracking Your Uploads.
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Downloading Bulk File Samples
To download a sample bulk file
Select the Dashboard tab.
In the Upload Content section click Submit CSV/XML Samples.
or
Select the Upload tab.
Click Select CSV/XML Samples.
The samples include specific format descriptions and guidelines.
Automated Content Ingestion via a Drop Folder
You can add your media and metadata to a drop folder (on-premise or on the Kaltura servers) and the
Kaltura system will activate an ingestion workflow tailored to your needs.
You can also upload metadata only and deliver media directly from your CDN, or on-premise storage.
Using a Drop Folder
The Kaltura Drop Folders are used to automate the ingestion of content into the Kaltura platform. The
Drop Folder service constantly watches each drop folder for new content, and activates automatic
ingestion of new content to the specific account.
Kaltura offers multiple configuration options for setting each drop folder to a specific workflow. To learn
more read about Drop Folders see Kaltura Drop Folder Service for Content Ingestion.
Drop Folder Control Panel
This section applies only after the Kaltura Drop Folder service is set up.
In the KMC Content tab, publisher administrators can use a control panel to monitor and troubleshoot
media files in drop folders. Access to the Drop Folders control panel can be granted to specific
administrators through the administrator's user role definition.
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The Drop Folders control panel includes the status of each file in the drop folder, and an option to filter
the file display for a specific drop folder, status and creation date range.
An additional option to manually delete files from the drop folder can be granted separately only to
authorized administrators.
Drop Folders Table
The Drop Folders Files table in the Drop Folder Control page lists all media and/or XML files currently
available in the account’s drop folders. Current details of each file are available within the table. In the
filter bar on the left side of the page, you can filter the files by:
Search criteria
Drop folder
File creation date
Drop folder status
If you need to delete files from the drop folder, click Delete.
Drop Folder Statuses
The following statuses describe the different stages and possible error cases that may apply to a specific
file in the drop folder:
Parsed from XML A reference to the media file was parsed from the XML. The media file is
expected but is not yet available in the drop folder.
Uploading File is currently uploading to the drop folder.
Pending File upload is completed - Waiting for drop folder processing to start.
Waiting for Related Files (Formerly “Matched”) Processing of this file should continue when
all related files are available in the drop folder (for example, XML file, other media files
referenced in the same XML, or other flavors expected for the same entry).
Waiting for Matched Entry (Formerly “Not Matched”) Processing of this file should continue
when a matched entry is found (applicable only in specific drop folder workflows settings)
Processing - Drop folder engine is currently processing this file.
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Downloading - The file is currently importing from the drop folder to Kaltura.(applicable only in
drop folders hosted on-premise by customers)
Done Drop folder processing was completed for this file.
Error Drop folder engine processing failed.
Download Failed - Failed to import the file from the drop folder to Kaltura. .(applicable only in
drop folders hosted on-premise by customers)
Delete Failed - Failed to delete the file from the drop folder.
Commercial users, please contact your account manager to enable this feature in your account.
The Dashboard Tab
You can upload data, video, audio or photo files through the Dashboard.
To upload media files from your desktop
Click Upload from Desktop in the Dashboard.
Select the files to upload and click Open.
Select the Transcoding Profile. See Editing and Creating Transcoding Profiles.
Select the Media Type and click Upload.
Uploading Content Using the Content Tab
You can upload data through the Content tab. You can add video or audio media to an entry you
prepared (when the entry status is No Media, add new transcoding flavors, add metadata, or replace
content information. See The Flavors Tab.
Tracking Your Uploads
You can track the upload processing in the Content tab.
Your Uploads
The Your Uploads table lists all the in-progress and pending upload tasks. The list only shows media file
uploads from the desktop that you performed during the current KMC session.
For each uploaded file, you can view details such as:
File name
File size
ID of the Kaltura entry that this file is added to
You can use the table to:
Track the progress of each upload task.
Reorder upload tasks that are waiting to be processed.
Retry failed tasks.
Since file uploads are controlled by the KMC web application, closing or refreshing the browser page
terminates all upload tasks that currently are in progress.
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To track the upload progress from your desktop
Click the Content tab.
The Upload Control feature, located on the upper right of the screen, indicates the number of
uploads in progress.
Click Upload Control...
The Your Uploads window displays the file uploads and additional information.
Bulk Upload Log
The Bulk Upload Log table shows the completed and in-progress bulk upload jobs for your KMC account.
You can:
View information related to each bulk upload job.
Download original bulk upload files.
Download a results log file of each bulk upload job.
To track the Bulk Upload progress from your desktop
You can display completed and in-progress bulk upload jobs. (optional)
Click the Content tab.
Click Bulk Upload Log.
The Bulk Upload Log is displayed.
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You can track the bulk jobs as well as download bulk job related files (original CSV and log files).
To download bulk job related files
Click the Content tab and select the Entries tab.
The Upload Control feature, located on the upper right of the screen, indicates the number of
uploads in progress.
Click Upload Control to display the file uploads and to view additional information.
Click Bulk Upload Log.
In the Actions column select Download Log File or Download Original CSV/XML.
After the upload process is complete, media is managed through the Content tab.
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CHAPTER 3
Transcoding and Processing
When a video is uploaded to the KMC, the video is associated with a conversion profile, also known as a
Transcoding Profile. A Transcoding Profile may be comprised of a single flavor or multiple flavors. For
each upload session, you should select the Transcoding Profile. You can also set a default Transcoding
Profile.
A transcode is made from taking an encoded piece of video and converting it into one or more newly
compressed streams that can then be played in a player on a computer or mobile device depending on
the settings and methods used. The main purpose of the reconversion is to create a match for the
required target platforms and distribution methods,
Kaltura flavors represent the required renditions of the source file with distinct codecs, frame sizes and
bitrates. You can select to generate or add multiple flavors to an entry, including flavors geared towards
displaying media on mobile devices (low bandwidth, small screens, and/or HTML5 supporting devices).
An asset is a single output file with its specific file type, video/audio codecs, bit-rate, GOP size, that may
be used for playback, download or editing.
The Kaltura platform supports ingestion of all forms of rich media (including video, images, audio, PDF,
an others), and allows you to define different transcoding profiles, depending on your publishing needs.
Additional transcoding flavors can easily be added for publishing across different devices, network
bandwidths and screen sizes. Kaltura's transcoding decision layer engine supports more than 60 video
and image formats as well as 140 video and audio codecs.
When you upload content you determine what type of flavors you want to associate with your output.
There are three transcoding profiles that are automatically created for new accounts:
Default - the flavors included in the default transcoding profile of the account. These flavors
appear in the main Transcoding Settings page.
Source Only - uploads the source file, but does not transcode it; the source is the original file
uploaded as is. Other flavors will not be created.
All Flavors - transcodes uploaded files into all of the flavors defined in the main Transcoding
Settings page. See Transcoding Settings Page.
Converting Videos into Multiple Flavors (Optimized Output Files)
Kaltura’s player provides optimal playback by using adaptive bitrate technology that automatically selects
the most appropriate flavor asset for playback, based on the viewer’s specific connection and other
parameters.
Getting content onto the platform is the first step and transcoding processing is part of the upload
session. For a quick and simple upload, use the default flavors that are provided and that can be
enabled/disabled from the transcoding profile you want to use.
To display the default flavors for transcoding your content
Select the Settings tab and then select Transcoding Settings.
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The Default Transcoding Flavors window is displayed which contains the flavor selection of the Default
Transcoding profile.
Each file uploaded to the system is transcoded into the flavors that are checked.
Editing and Creating Transcoding Profiles
To edit a Transcoding Profile
Select the Settings tab and then select Transcoding Settings.
The Default Transcoding Flavors window is displayed showing the flavors you selected for the
Default Transcoding profile.
On the lower left corner, click Switch to Advanced Mode.
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The Transcoding Profiles window is displayed.
Click a Transcoding Profile (Name) to edit or click Delete to remove a transcoding profile.
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Use the checkbox to select flavors to add or remove.
Enter the Default Metadata Settings Entry ID (Optional). This feature is useful if you want to set
default metadata settings such as tags/categories to files you ingest. See Upload a Media File
and Set Its Metadata. If your account is used and configured to ingest content from Remote
Storage- select the remote storage name from the menu (Optional).
Click Save Changes.
Adding a Transcoding Profile
To create a Transcoding Profile
Select the Settings tab and then select Transcoding Settings.
On the lower left corner, click Switch to Advanced Mode.
Click Add Profile.
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The Add New Transcoding Profile window is displayed. You can view the available transcoding
flavors, or add new Transcoding Profiles and create profiles for different use cases.
Enter a Name and Description for the Transcoding Profile.
Select the flavors out of the available flavors on your account, to apply to the source video you
upload.
The flavors you select become active.
Edit the flavor’s options. (Optional). Click an active flavor name to open the flavor settings in this
Transcoding Profile.
For extra fast publishing, set the Impact On Entry Readiness field to Required, for the minimum
set of flavors and the rest of the flavors to Optional.(optional)
Use this option to publish your content even faster. See Quick Publishing .
Enter the Entry ID for the Default Metadata Settings. (optional) See Uploading Content and
Setting Metadata.
The entry’s metadata fields are added to the transcoding profile. Each new entry that is
transcoded using the profile will include those metadata fields. (You can create a “Metadata
template.) You can use The Metadata entries as “metadata templates” for adding metadata to
multiple files. See Useful Tips for Working with Transcoding Profiles.
Select the Remote storage name, for linking new entries to media assets located on your CDN or
remote storage, if applicable, to your workflow. Otherwise this feature is disabled with a N/A
indication. See Link to Remote Storage.
Click Create New to create the profile or Save changes if you are editing the profile.
Quick Publishing
A popular requirement for news websites and video publishers is to publish videos as quickly as possible.
Kaltura allows you to control video asset readiness speed by allowing you to configure the ingestion
process to your needs.
By default, a video entry is not at the ‘Ready’ status (for publishing) until all of the required flavors (by
default the required set of flavors is the minimal set of flavors required for web playback) are created. If
many flavors are included in the transcoding profile, the conversion process may take many minutes,
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which is often not fast enough for breaking news videos.
You can configure whether a certain flavor’s readiness is required or not, so that you can publish your
content quickly.
For example, assuming the source flavor is a web-playable entry created using h264 for web and mobile.
You can configure h264 as the required flavor, while all other flavors are optional. The entry will receive
the “Ready” state for publishing immediately after the upload is complete. The other flavors will then be
processed and added to the entry in the background subsequently, after a short processing period.
Failure of a required flavor causes failure for the entire entry.
See http://blog.kaltura.org/extra-fast-publishing for more information.
NOTE: The same flavor may have different settings in a different transcoding profile, which
allows for greater publishing flexibility).
Editing Options for Flavors in a Transcoding Profile
The following options may be edited for each transcoding flavor selected in a Transcoding Profile:
Impact on Entry Readiness Determines the impact of each specific transcoding flavor on
entry readiness for publishing. See Quick Publishing. The options are:
o Required The entry will not be set to a Ready state until the processing of the specific
transcoding flavor is complete. To expedite video readiness we recommend applying the
‘Required’ setting to a single flavor that is required for playback on each required
environment. For example, if the source file is an MOV that cannot be played on the web,
flagging only one lowest quality FLV or MP4 flavor as ‘Required’ will ensure the video will be
published as quickly as possible while the other flavors are being prepared.
o Optional The entry may be set to a Ready state before the processing of the specific
transcoding flavor is complete. When no other Transcoding Flavor within the Transcoding
Profile is set as required, completion of the processing of any Optional flavor sets the entry to
the Ready state. We recommend using this option for most flavors to increase speed of
readiness.
o No Impact Determining entry readiness is not affected by the presence of this transcoding
flavor. This is usually the default setting for the “Source” transcoding flavor.
Use Kaltura Transcoding Determines whether to use the Kaltura transcoding engine for
generating each specific transcoding flavor. This option is enabled only when your account is set
to support the ingestion of multiple bit-rate transcoding flavors generated by your local
transcoder. If Kaltura performs transcoding of all flavors except the ‘source’ file, this option
should be set to Always. The options are:
o Always Kaltura’s transcoding engine always is used for generating the specific
Transcoding Flavor.
o Never The Kaltura transcoding engine will not generate the specific transcoding flavor. This
is a fixed setting for the “Source Flavor” which always is added to the entry with no additional
processing. This option should also be used when your account’s content ingestion workflow
relies on a local transcoding engine and when the ingestion of the previously transcoded
Flavor to Kaltura should always take place, bypassing Kaltura’s conversion processing.
o As a Fall-back The system expects to add this transcoding flavor from a local transcoding
engine, but will use Kaltura’s transcoding engine as a fall-back to convert to this flavor when
the flavor is not received as part of the ingestion request. This option adds flexibility when you
want to use your local transcoding engine while utilizing Kaltura’s transcoding engine as a
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fall-back option.
System Name (Optional) The system name is used to identify the flavor in client-side
applications. For example, to mark a specific flavor as suitable for playback on iPad devices, the
system name was set to iPad.
Flavor Generation Policy You can bypass Kaltura’s transcoding optimization, and force
specific flavors to be generated even when they are detected as redundant by the Kaltura
transcoding optimization module. The options are:
o Use Kaltura’s Optimization - Kaltura’s optimization routine decides whether it is worth-while to
create a flavor (For example if the source video is of lesser quality than the flavor, the
optimization routine will not create the flavor).
o Force Flavor generation Select this option to override the Kaltura optimization routine and
create a flavor regardless of whether or not it is redundant quality wise (For example, when a
publisher has to distribute the video through a broadcast channel that requires specific flavor
specifications, the flavor must be created.)
Assigning a Transcoding Profile to a Bulk Upload
A default Transcoding profile is included with the KMC. After you create a Transcoding Profile, an ID is
created and listed in the Transcoding Profiles page.
To assign a transcoding profile other than the default profile, to a bulk
upload
Set the ID from the Transcoding Profiles to the conversionProfileId in your CSV.
Set the ID from the Transcoding Profiles List to the conversionProfileId in your XML file.
Useful Tips for Working with Transcoding Profiles
If you want to configure your KMC account to support automated content ingestion workflows, you can
optionally add default metadata settings from an existing entry. The default entry metadata setting
automatically will populate the new content when using each specific transcoding profile.
For example, you want to target two distinct audiences with your videos, the first is public facing videos
and the second is internal company videos.
You can create two transcoding profiles, one for each of your target audiences, even though you might
convert them to the same flavors you can use different “default metadata settings” so your public facing
videos will have their specific metadata values, while the internal company videos can have different
fields or data. All this is done automatically after you prepare one template entry for the process.
To use metadata settings with transcoding profiles
Create the template entry you want to use:
Create a “Draft” entry, using the Upload tab. See Creating Draft Entries.
Prepare the metadata. See Prepare a Metadata-only "Draft" Entry for Future Ingestion of Media
Files.
For example: Template Entry for Transcoding Profile X”.
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If you use custom metadata, edit the entry metadata fields. For example you can enter data that
reflects the template data for your company, such as your “company name” field since your
company name is unlikely to change.
If you do not use custom metadata, click here to learn more about it.
You next have to set the template entry on the transcoding profile.
Go to the Settings tab and select the Transcoding Profiles tab.
Select the flavors of your default transcoding profile.
Click Switch to Advanced Mode link at the bottom of the page.
Edit the transcoding profile you wish to create a template entry for, by clicking on it.
In the Edit Transcoding Profile window, enter the Entry ID you want to set as the template entry in
the Default Metadata Settings field.
The Flavors Tab
The Flavors tab in the Edit Entry window allows you to manage the flavors that are available as well as
replace media files and their transcoding flavors.
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Use the Flavors tab to:
Add video or audio media to a new entry you created (when the entry status is No Media).
Replace the media of an existing entry (when the entry status is Ready or Error).
View the list of flavors that the system created for an entry and apply the following actions:
o Preview or delete a flavor.
o Download the transcoded file to your desktop.
o Upload a file from your desktop you that transcoded on your own, to serve as a flavor for an
entry.
o Upload a file from a drop folder to set as the transcoding flavor
o Import the flavor from a URL.
o Convert or reconvert to transcode an entry to additional flavors.
After the transcoding process is complete, the new file replaces the old file and the original file is deleted.
When your KMC account supports direct ingestion of multiple bit-rate Transcoding Flavors, you can use
the Action menu to add or replace a single Transcoding Flavor in an entry.
Add Video/Audio
The Flavors tab displays several Add Video/Audio options when an entry is not yet associated with any
media that is, the entry status is No Media. See Prepare Entry. For more information see Replacing
Media.
Upload Files
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Use this option to add media to an existing entry by uploading one or more files from your desktop.
To upload content and flavors to a Draft entry
Click on the Draft Entry and then select the Flavors tab.
Click Upload File/s to open a standard desktop file selection window.
The uploaded file is treated as the source for generating the required Transcoding Flavors in
Kaltura. When your KMC account supports direct ingestion of multiple bit-rate Transcoding
Flavors, you can select multiple flavor files for the Transcoding Profile.
Select the files from your desktop, confirm your selection, and set the relevant Transcoding
Flavor that the uploaded file will be transcoding by.
The Transcoding Flavor options in the menu are set from the selected Transcoding Profile and its
flavor settings.
Click Upload to confirm your upload request.
The KMC immediately starts processing the file uploads. The uploaded file is added to the entry and
flavor conversion processing starts.
Import Files
Use this option to add media to an existing entry by importing a media file from your existing web host or
FTP server. The option is displayed when the entry status is No Media.
To import content and flavors to a Draft entry
Click on the Draft Entry and then select the Flavors tab.
Click Import Files to set your media file URL.
The imported media file is treated as the source for generating the required Transcoding Flavors
in Kaltura. When your KMC account supports direct ingestion of multiple bit-rate Transcoding
Flavors, you can set multiple URLs.
Set the relevant Transcoding Flavor that the imported file will be transcoded by. The Transcoding
Flavor options in the menu are set from the selected Transcoding Profile and its flavor settings.
Click Import to confirm your import request.
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An import request is submitted to the Kaltura server. The imported file will be added to the entry and
flavor conversion processing starts.
Link to Remote Storage
Kaltura’s Remote Storage and Delivery solution enables publishers to manage their video assets and
account settings on Kaltura’s hosted video platform while actually storing the content on their own remote
network storage location, and delivering the content from the same remote location. Kaltura’s remote
storage and delivery capabilities are fully integrated with the platform’s ingestion, transcoding and
publishing workflows, and provide system flexibility for addressing publishers’ specific storage and
delivery needs.
You can link content to remote storage from the KMC User Interface. The Link to Remote Storage option
is useful for partners that use their own transcoder and also host and deliver content on/from a remote
storage (e.g. CDN storage, internal organization storage). The partner’s transcoder generates the flavors.
After the files are uploaded directly to the remote storage it is only necessary to indicate which flavors to
link to an entry in Kaltura. The connection of the remote storage profile to the transcoding profile is used
for this purpose.
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Contact your Kaltura account manager to learn more about how this feature can simplify your workflow,
and to activate and configure remote storage on your account.
Match Files from Drop Folder
Use this option to match media to an existing entry from your account’s drop folder. This option is
displayed when your account is set with a drop folder configuration. For more information see Kaltura
Drop Folder Service for content Ingestion.
Replacing Media
You can replace media content when an entry is ready for publishing or when a media processing error
occurred. The entry itself, with its current metadata, entry ID, and analytics information, remains
unchanged.
All Transcoding Flavors are replaced as one unit to ensure that inconsistency errors do not occur
between old and new Transcoding Flavors at any given time.
You can review the Transcoding Flavors of the new media file in a temporary entry that is available for
this purpose only. After you approve media replacement, all of the entry’s existing Transcoding Flavors
are deleted and are replaced by the new ones.
To replace media
Select the Content tab and click on an entry.
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Select the Flavors tab and click on an entry.
Select the replacement method.
See Upload Files, Import Files, Link to Remote Storage or Match Files from Drop Folder.
After you trigger the action, a link to review the new Transcoding Flavors generated for the new
media becomes available on the Flavors tab.
Click on Processing - Click here to review to see the transcoding process.
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Click Approve Replacement. All current flavors are replaced when you approve the replacement
or click Cancel Replacement to cancel your actions.
When you trim an entry, you trigger a similar process that replaces existing flavors with the trimmed
version.
Supported Source Formats
The following source formats are supported out of the box and may be ingested by the Kaltura platform:
FLV/F4V, MOV/MP4/QT/M4V, AVI, 3GP, ASF/WMV, MPG/M1V/M2V, MKV, Ogg, RM, WEBM, ARF
Additional formats may be supported as well but have not been verified.
Supported Source Codecs
The following codecs are supported (Additional codecs may be supported as well but have not been
verified):
Input Video Codecs
Dvix (Div3/4/5)/DX50, DV, H263, H264/AVC, MPEG-4 Visual, MPEG-1/2, MJPG, MP42/3, IV40/50 (Indeo
codecs), RV30/40, RMVB, FLV1/4, VP3/5/6/7/8, SVQ1/3 (Sorenson), XVid, Theora, WMV1/2/3, VC1,
VP8, ProRes 422, ICOD, DVCPRO. PXLT, TCSS/TCS2, G2M3/4,
Input Audio Codecs
MP3, MP1/2, AC3, AAC, Vorbis, AMR, PCM, WMA7/8/9, WMSpeech, FLAC, QDM2, RA, Nellymoser,
Cook, GSM, SPEEX.
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Target Formats/Codecs
The following target formats and codecs are supported i.e. formats and codecs that can be managed
and/or displayed using the Kaltura platform:
Target Formats
FLV, MP4, AVI, 3GP, OGG, MKV, WMV/WMA, Silverlight Smooth Streaming, Apple HTTP Live
Streaming (HLS), WEBM, MPEG, MPEG TS, WAV
Target Video Codecs
H264, H263/FLV1, Theora, MPEG-4 Visual, WMV1/2, VC1, VP6, VP8, MPEG-2
Target Audio Codecs
MP3, AAC, AAC HE, Vorbis, WMA/Pro, AMR NB, MPEG2, AC3, PCM
Delivery-specific Formats
Kaltura supports various streaming types. See Video Delivery Settings for more information about the
types of video delivery settings.
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CHAPTER 4
Creating and Customizing Playlists and
Players
This section describes how to create and customize playlists and players.
What is a Playlist?
A playlist is a list of media items (videos, audios, images) that can be embedded with a player in your
website. Playlists can serve as the basis for RSS feeds, content feeds to over the top devices or
integrations such as Roku, Boxee. See Content Syndication.
Playlists Tab
There are two types of playlists available in the KMC:
Manual
Rule Based
Manual playlists allow you to select a static list of items, while Rule based playlists are dynamic, and
automatically update based on what's currently available in your media library and what rules define the
playlist. After you've created your playlist, you can assign a playlist to a player. See Designing and
Configuring a Player.
A manual playlist can have a maximum of 150 entries. A rule based playlist may have a maximum of 50
entries, however, when the playlist is used in a syndication feed the limitation is 10,000 entries.
Creating a Manual Playlist
For a manual playlist, you select a group of videos manually to be played in the desired order. The order
in which videos are played can be changed in manual playlists at any time, by using the up down arrows
to set the video to the desired location within the playlist.
To create/add a manual playlist
Select the Content tab and then select the Playlists tab.
Select Add Manual Playlist.
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Enter an informative Name for your playlist.
Use the Filters to search for entries you want to include. See Locating Files Content Search.
The results are displayed in the Entries Table.
Add entries to your playlist by moving the desired entries from the Entries Table to the Playlist
Entries. Use the horizontal arrows.
Set the order of the entries using the vertical arrows.
Highlight the entry and then use the up down arrows to place the entries in their appropriate
order. Clicking on the entry will open it for editing.
Click Save to complete the process.
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Creating a Rule Based Playlist
A rule based playlist is a dynamic playlist that is automatically updated when content is uploaded or
edited. To create a rule based playlist, you create a rule that selects the videos to include in the playlist.
The rules may be based on the tags assigned to the videos, or you can create rules for ordering the
videos and for the maximum number of videos to include. For example, you can create a “Most Viewed”
playlist, a “Most Recent” playlist, as well as a playlist based on single or multiple filters, such as “videos
tagged with “dogs” and created during January 2010”.
As you upload videos that match the rule, they are automatically added to the playlist.
Defining a Rule
You can define a rule that will result in your playlist content. You can use any number of filters: you can
define a list of clips that all have the same tag (for example, if you enter the term "dog" into the search
box and click search, a new rule-based playlist is created for all the clips that have the "dog" tag). This list
will dynamically change each time a clip is added or deleted to/from your account.
For example, you can define a rule-based playlist that consists of all the 0-4 minute video clips that were
created in the past week. In addition to filtering, at the bottom of the window, you can define a preferred
order for your playlist. You can order it by Most Viewed (overall, last week or last 24 hours) or Most
Recent (for example, most recently added to the KMC).
If, for example, you would like to create a dynamic playlist that at any given moment consists of the most
viewed clips in the last week, all you need to do is create a new filter and select the "Most Viewed 7 Days"
option from the "Order by" drop-down menu.
On the bottom of the playlist you can see the number of entries in the playlist and their total length. You
can automatically limit the number of entries that are included in the playlist by adjusting the counter
positioned to the right of the "Order by" drop-down menu.
Your playlist can be based on a single rule or multiple rules. If you want to apply more than one rule to
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your playlist, click the "Switch to Advanced Mode" link at the bottom of the window. Note that this will
clear all previous information that you have saved in your playlist.
To create/add a single rule playlist
Select the Content tab and then select the Playlists tab.
Select Add Rules Based Playlist.
Enter an informative Name for your playlist (required).
Using the Filters, search for the entries you would like to include.
The results are displayed in the Entries Table.
You can choose more than one type of filter (for instance, text search + date + media type), the
logical relationship between fields will be an "AND" relationship.
Select your preferred video order from the Order By drop-down menu.
The following options are available:
o Most Played
o Most Recent
o Highest Rated
o Entry Name
Select the total number of entries you would like to include in the playlist via the Limit Playlist
result box.
Click Save Changes to complete the process.
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Multiple Rules Based Playlist - Advanced Mode
Use the Advanced Mode to create playlists based on multiple rules.
To create/add a multiple rules based playlist
Select the Content tab and then select the Playlists tab.
Select Add Rules Based Playlist.
Click Switch to Advanced Mode.
Enter a Name for your playlist (required).
Click Add Rule to create a new playlist rule. (See Creating a Rules Based Playlist to learn about
creating rules.)
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Add additional rules.
Use the Remove Rule and Edit Rule buttons to make changes to your list of rules.
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Rules are applied to the playlist in the order they appear. Use the arrows to change the order of the rules.
Additional Playlist Configuration
Other actions that you may apply to playlists include:
Creating Multi-tab Playlists
Deleting a Playlist
Removing Videos from a Playlist
Customizing Additional Features for Playlists
Creating a Player with Multi-tab Playlists
A Multi-tab Playlist contains multiple tabs, each containing a different playlist.
To create a multi-tab playlist
Select the Studio Tab and then select New Player Multiple Horizontal Playlist or Multiple
Vertical Playlist.
The Basics tab is displayed.
Design and configure your playlist. See Designing and Configuring a New Player or Playlist.
Select the Content tab and add pre-existing playlists to your new Multiple Playlist.
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Use the arrows to select from the list of All playlists and move them to the Playlist tabs list.
Save Changes to complete the process.
The players will appear in the Multiplayer List. Each playlist is displayed in a new tab.
Deleting a Playlist
To delete a playlist
Go to the Content tab and then select the Playlists tab.
Select the playlist in the workspace and click Delete.
Removing Videos from a Playlist
To remove videos from a manual playlist:
Go to the Content tab and then select the Playlists tab
Select the playlist.
Select one or more videos from the Playlist Entries and use the horizontal arrows to move them
to the Entries table.
Removing a video from a playlist does not delete it from your content library.
You cannot remove a video from a rules based playlist directly. Instead, you can:
Modify the tags of the video so that the video no longer has any of the rules based playlist's tags.
Modify the tags of the playlist so that they no longer include any of the video's tags.
Delete the video.
Customizing Additional Features for Playlists
When creating a player (either with one or multiple tabs) you will see additional configuration options
under the Playlist Items section. Various types of information for each of the playlist items, such as
number of plays, tags, rank etc. are displayed.
Use options in the Features section to customize the player's design.
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Designing and Configuring a Player
Use the Studio tab to create configurations and design players and playlists. You can add, remove and
adjust multiple buttons and features, and create a look to match your site. A playlist is a collection of
videos that are grouped together in a particular order for playback in the Kaltura Player. After you've
created your playlist, you can assign your playlist to a player.
Player List
The Studio tab displays the list of the players defined in the system. The default players that are included
within the system, as well as players defined and created by administrators via the KMC are displayed. A
default playlist is automatically created for a new player based on the most played entries for the Partner
ID.
The Studio contains the following templates of players:
A studio template is a collection of features of a specific Kaltura Player configuration. The template is
actually a collection of the player uiConf and another .xml file called features.xml. For more information,
see here.
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Workflow:
Select the Type of Player.
Configure the Player Basics Settings.
Configure the Player Features.
Configure the Player Style.
Select the Type of Player
To create a player
Select the Studio tab.
Select the type of player to create.
The Create New Player window is displayed.
Configuring the Player Basics Settings
To configure the player’s Basics settings
Select the Basics tab and enter an informative Player Name (required).
Set the Video Ratio select to keep or stretch your media to fit the player when the media and
player aspect ratios are different.
Select Auto-play features.
Select the Playlists controls.
If you are creating a Player and a Playlist you will also see the Playlist Controls. Check Automatically
continue to the next entry, to play the playlist media consecutively.
For playlists with images, set the duration for images to be displayed during the continuous play of the
playlist.
Playlist controls do not apply to the 508 Player.
Editing a Player
The changes you make to an existing player will propagate to all sites where the player has been
embedded, including syndicated players on other sites.
To edit a player
Select the Studio tab.
Click on the relevant player in the Player List.
Players created manually through Kaltura's professional services cannot be edited in this area.
Select Edit from the Select Action drop down.
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The player configuration Features tab is displayed. See Player Control Options.
Check the control options for the player and then Save Changes.
Adding Content to a Player
To add content to a player
Select the Studio tab.
Highlight the relevant player in the Player List and select Select Content from the Select Action
drop down.
The Entries table from the Content tab is displayed.
Select an Entry. You can preview the entry using the player you started off with.
Click Preview and Embed and then grab the embed code and copy it to publish the player to your
site.
Click Save and Close.
Duplicating a Player
To duplicate a player
Select the Studio tab.
Click on the relevant player in the Player List.
Players created manually through Kaltura's professional services cannot be edited in this area.
Select Duplicate from the Select Action drop down.
The player configuration Features tab is displayed. See Player Control Options.
Check the control options for the player and then Save Changes.
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Deleting a Player
Deleting a player eliminates it from all the locations where the player has been previously embedded. For
example, if you have embedded a player using this design on your site or an external site, after you
delete it from the Player List, the player will no longer appear and a blank area is displayed on the
website.
To delete a player
Select the Studio tab.
Click on the relevant player in the Player List.
Select Delete from the Select Action drop down.
508-Compliant Video Player
The 508 compliant video player includes functionality and interface design that support federal
accessibility requirements as outlined in the Voluntary Product Accessibility Template. Please note that
the 508 compliant player has limited functionality.
To create the 508 player
Select the Studio tab.
Select 508 Single player Video,
Edit the player. In the Players List, select the player and then in the Actions column select Edit.
In the Basics tab:
a. Enter an informative Player Name (required).
b. Set the Video Ratio select to keep or stretch your media to fit the player when the media
and player aspect ratios are different.
c. Select Auto-play features.
d. Save changes.
In the Features tab:
a. Select the Player Controls.
b. Select the Subtitles and Transcriptions Options. See Setting Up Captions for Display.
c. Save Changes.
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The player includes:
Support for captions file in timed text or SRT formats for the video/audio file
Support for an audio description in a standardized format for the video/audio file
Hidden text elements for every non-text element (for screen readers)
Tooltips
Keyboard tabbing and controls
No color coding information
High contrast controls
No draggable controls
Configuring the Player Advertising Settings
To configure the player advertising settings
Select the Studio tab and then select or create a player.
Select the Advertising tab.
Toggle on Yes to Request ads for this player. See Advertising and Ad Networks.
Fill in the fields that define how the player handles advertisements, and click Save Changes.
Configuring the Player Features
The Features tab is made up of different sections, controlling the various features of the player.
Use the options in this tab to select the features (buttons, layers and modules) to be included in your
player. The main screen is divided into the Features List on the left and the Preview Pane on the right. As
you select your features from the list, you can preview the changes in real time in the preview pane on the
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right.
Features List
The Features List contains the list of configurable features (buttons, layers and modules) available for this
player. Checking the box next to any feature allows you to preview it in the Preview Pane. Most of the
features have in-depth configuration options.
To view and customize the player different features
Select the Studio tab and then select a player.
Select the Features tab.
Click the options link next to each feature name.
Features are grouped by their type/usage:
Controls
The Controls area includes basic player features, such as title text, play, scrubber and more. You can
also access each of these features using the JavaScript API.
Distribution and User Interaction
The Distribution and User Interaction area includes features that assist in content distribution, such as the
download and share buttons. Note that the download button only supports downloads of single video files
and does not support mix downloads - contact Kaltura Professional Services to enable download of mix
content.
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Subtitles and Transcriptions
In the Subtitles and Transcriptions area, you can select the type of captions files to use. See Setting Up
Captions for Display.
You can also select whether to use an Audio Description file if you have configured a 508 compliant
player. See Adding an Audio Description File to an Entry.
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Security
In the Security area, you can select to enable DRM with Widevine. Adding the DRM-Widevine option
enables license protected playback of encrypted content in the player (Flash player only).This option is
applicable only when the DRM feature is enabled for your account. For more information see Kaltura’s
Digital Rights Management (DRM) Service with Widevine Setup and Workflow Guide.
Analytics
In this area you can select to enable Google or Akamai Media Analytics.
Click on the options to configure the Analytics parameters.
Akamai Analytics, supports sending player analytic event to Akamai. Google Analytics, supports sending
player analytic event to Google.
For a full implementation description, see Google Analytics for the Kaltura Player.
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Custom Buttons
The Custom Buttons area requires a higher level of expertise, and enables you to customize your player
via JavaScript. Buttons evoke pre-defined JavaScript functions.
Additional Parameters and Plugins
To simplify the management of many of the player features, Kaltura has implemented the “UIVars” to
override and configure player features.
Kaltura UIVars are an incredibly powerful feature of the Kaltura Players that h allows publishers to pre-set
or override the value of any FlashVar (object level parameters), show, hide and disable existing UI
element, add new plugins and UI elements to an existing player and modify attributes of all the player
elements. For more information see How to use the Kaltura Player Studio's Additional parameters and
plugins.
Playlist Items (For players with playlist)
The Playlist Items area allows you to select which information is presented for each item on the playlist
(for example, show thumbnail, rank, tags and more).
Preview Pane
The Preview Pane enables you to preview the selections you make in the Features List area as well as
define the player size and preview the player in different states (during play, pause, end, etc.).
Player Size
Set the player size by selecting the width. The player height will adjust accordingly based on the width
and the video screen ratio selected in the Template Tab.
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Auto Preview
In the Studio tab the player is automatically rendered every time you change a control. Uncheck Auto-
preview to discontinue this behavior.
Preview States Buttons
These buttons enable you to preview the player in different states: before play, during play, paused and
end screen. Alternatively you can simply play the demo content within the player, pause the video
manually, etc.
To configure the player’s features
Select the Features tab.
Expand the menus to configure your player.
Any changes you make will appear in the preview area. (Click the Preview button to see the
changes.)
Click Save Changes.
Examples
The following player displays an example of the default player design with a watermark display.
NOTE: This sample presents only one of many set-up scenarios. There are many configuration
options within this section.
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To change where the watermark is displayed in a player
Select Controls, see Player Control Options, check Your Watermark and then click Options.
In the Watermark Location on the video drop-down menu select the location position.
Click Preview and then Apply to confirm your choice.
To change the label of the Share button
Select Distribution and User Interaction; see Distribution and User Interaction.
Check the Share button and click Options.
In the Label field, enter new text (for example, Share Now!).
In the Preview area, click the Preview button to see the changes.
On the Share Button pane, click Apply to confirm your choice and return to the Features list.
Enter other relevant parameters for sharing to Twitter or AddThis.
Click Apply and Save Changes.
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To add a download button to the video area only
Select Distribution and User Interaction.
Check Download button feature and click Options.
Clear the Controls Area option.
Under Location & Playing States, check Video Area.
Under Video Area, check or clear playing states to determine when to display the download
button in the video area.
In the Preview area, click the Preview button to see the changes.
On the Download Button pane, click Apply to confirm your choice and return to the Features list.
Click Save Changes.
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To change a Full Screen button in the control area of a player to text button
In the Edit Player or Create New Player window, select the Features tab.
On the Controls menu, check Full Screen Button and then click Options.
On the Full Screen Button pane:
o Check Controls Area.
o In the Display in controls area drop-down menu, select Label.
o (Optional) In the Button Label field, enter new text.
(Optional) In the Tooltip fields, enter new text.
In the Preview area, click the Preview button to see the changes.
On the Full Screen Button pane, click Apply to confirm your choice and return to the Features list.
Click Save Changes.
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Configuring the Player Style
Use the Style tab to select the theme, colors and fonts for your player.
To configure the player style
Select the Style Tab.
Under Style and Color, select Dark or Light in the Select theme drop-down menu.
Under Control bar buttons and On-video buttons, click the small colored square next to each
option to open a color picker.
For each option, select a color or enter a color value.
Under Font, select a font in the drop-down menu.
In the Preview area, click the Preview button to see the changes.
Click Save Changes.
After you define your player template, features and style, click Save Changes to complete your
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player configuration and design.
Your new player is displayed in the Players List.
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CHAPTER 5
Managing Metadata
This section contains the following topics:
Entry Metadata
Creating and Managing Content Categories
Uploading Content and Setting Metadata
Metadata and Related Files
Kaltura Custom Metadata Functionality
Managing Schemas
Entry Metadata
Entry Metadata fields are used to tag, manage, search and expose content. You can populate out-of-the-
box fields, or create your own custom metadata schema. Kaltura provides extensive asset management
and metadata capabilities. Each media entry has a list of predefined metadata fields including: Name,
Description, Tags, Categories, Thumbnails, Duration, Views, and other fields.
Types of Metadata
Kaltura supports three types of metadata for its media assets.
Technical metadata (read only) includes the technical attributes of the media file. For example,
the file type, duration, file format. See KalturaMediaInfo in the API Documentation, for a full list of
predefined fields.
Basic metadata includes Name, Description, Tags, and Categories’ fields. In addition, Kaltura
allows referencing the media entry using an external identifier which can be stored in the
Reference ID field.
Custom metadata includes custom fields, defined under one or more schemas, which allow
enhancing any media object into a custom business object.
Commercial users, please contact your account manager to enable this feature in your account.
Technical metadata, also known as system metadata, is generated automatically during ingestion and
encoding of the file. All technical metadata information can be accessed through the Kaltura APIs.
Basic metadata is the information you input to the KMC through the Metadata tab. The Reference ID field
allows storing an external identifier for supporting integrations with systems external to Kaltura or can be
used to match a filename to an entry using the Drop Folder feature. See Automated Content Ingestion
via a Drop Folder. Tags are comma separated and can be used as filters for searching through your
content. Categories allow assigning media objects to taxonomies.
Custom metadata, also referred to as Custom Data is stored in a schema, also known as a metadata
profile. You can create multiple schemas and assign them to any Kaltura object. The KMC supports
schemas for entries and categories only. To extend the metadata of an entry, you need to create a
custom schema for entries. See Adding a Schema.
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Custom data is stored as an XSD schema that you can use to create, edit, and manipulate data. You can
also use the XSD schema to generate you own metadata interface. Custom data XSDs are account
specific.
Metadata Actions
You can manage assets and metadata through the:
KMC UI - You can edit basic and custom metadata for a single asset, or apply a change of a few
basic metadata fields to multiple selected assets.
KMC Entries Bulk upload (CSV/XML) You can add assets in batch, combining both media files
and associated metadata. (See Bulk Upload and FTP Upload).
Kaltura APIs All metadata-related functionality available through the KMC can also be
performed using the Kaltura APIs. The APIs also expose additional functionality not available
through the KMC. For more information see here.
Uploading Content and Setting Metadata
Uploading Content and Setting Metadata Workflow:
Upload a media file then set its metadata.
Ingest a media file bundled with metadata (CSV, XML, API)
Prepare a metadata-only "draft" entry for future ingestion of media files.
Upload a Media File and Set Its Metadata
To upload a media file and set its metadata
Go to the Upload tab.
Upload a media file. See The Upload Tab.
Go to the Content tab and select the Entries tab.
Select a Video/Audio entry.
In the Metadata tab, add or edit the following metadata information:
a. Name
b. Description (Optional)
c. Tags
d. Categories
e. Reference ID (Optional).
If you have Custom Data for entries, you can edit the Custom Data fields for the entry. For
multiple schemas, use the drop down Jump To menu to select the schema for the entry. See
Upload a Media File and Set Its Metadata.
Click Save & Close.
The Entry ID assigned to a metadata entry can be used to assign metadata to multiple files. See Editing
and Creating Transcoding Profiles.
Ingest a Media File Bundled with Metadata (CSV, XML, API)
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To enable more advanced content ingestion options, the provided CSV/XML samples can be extended to
include multiple/custom metadata items, account specific settings, update action and advanced content
ingestion options (for example, ingestion of multiple transcoding flavors, multiple thumbnails etc.) Each
item element within the XML, and each line in the CSV, represents a single entry created in the publisher
account. Each entry will be populated with the metadata listed in its item element and the content
referenced from it. When submitted, the bulk upload XML/CSV is validated on the Kaltura server. The
validation includes an inspection of the XML structure, and verification of elements' structure and order
compliance with Kaltura's bulk upload XSD (XML schema). For more information see Bulk Upload and
FTP Upload.
To ingest a media file bundled with Metadata
Select the Upload tab.
Click Download CSV/XML Samples.
Enter the metadata in the relevant fields.
For more information on the XML Custom data upload see the following:
http://www.kaltura.com/api_v3/xsdDoc/?type=bulkUploadXml.bulkUploadXML#element-
customDataItems
http://www.kaltura.com/api_v3/xsdDoc/?type=bulkUploadXml.bulkUploadXML#element-
customData
Prepare a Metadata-only "Draft" Entry for Future Ingestion of
Media Files
To create a draft entry
Go to the Upload tab.
Prepare a Video/Audio Entry.
To add the content (media source file) into the metadata entry
Go to the Content tab and select the Entries tab.
Select a Draft (No Media) entry.
The Edit Entry- Draft Entry form is displayed.
Select the Flavors tab.
Add the media source file. Select from one of the following options:
Upload Files upload from your desktop
Import Files import from the web.
o Enter the File URL and select the Transcoding Flavor.
o Click Import.
Metadata and Related Files
Related Files are relevant to metadata in relation to transcript and captions/subtitles. Captions and
Subtitles files are considered as metadata files that are time based and related you an entry. For more
information, see Uploading and Modifying Related Files.
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Kaltura Custom Metadata Functionality
You can create a unique metadata schema. The entire schema management is done via the KMC UI.
You can add fields of the following types:
Text field values are free text
Text select list this is similar to the text field, also known as List of Values, This option allows
the publisher to define a predefined list of fields to be used. After you enter the values, you are
presented with a select box element to select a value from the existing list (for example countries,
months)
Date - a date field
Entry ID list - a list to a different entry (asset) that can be used to create compound structure.
Examples of this would be, Related Videos, linking trailer to full-length film etc.
The following is an example of a Custom Metadata Schema.
Using Custom Data for Entries
As a best practice we recommend richly mapping your media assets with metadata to make your assets
more findable and better used as business objects.
You can fill in the values for the defined schema for each media asset (entry). The UI elements are built
per the field type supporting text fields, checkboxes for multiple selections (from predefined values list),
date selector (for date fields), text list (for multiple value fields), and linked entries (for creating structure).
The schemas you customize may be used for viewing and editing, as well as for filtering, search, and
syndication rules. Custom data may be used as a condition for distributing content. For example if you are
trying to distribute data and a custom data field has been defined and expected by the distribution
channel, if the custom data is not received, the content will not be distributed.
Searching (and creating syndication rules) by a custom field is integrated into the KMC UI and workflows.
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Using Custom Data for Categories
Using Custom Data for categories is useful when you need to set the category itself with non-standard
metadata. You can manage metadata for display on the channel page in your application, within the
category object and not through entries’ metadata. You can create complex filters to control which
categories and channels to display in different areas of your website, and specify other options.
Creating and managing categories’ custom data is identical to how entries’ custom data schemas and
values are managed and set in the KMC. Custom Data schemas should be set to apply on entries or on
categories and cannot apply on both.
NOTE: The categories’ custom data is not inherited by the entries associated with each
category. Categories’ custom data is solely related to the category object and applies on
category related Kaltura API calls only.
Managing Schemas
A schema is a model for describing the structure of information. Each data schema holds a list of
customized fields. An XSD (XML Schema Definition) provides a way to describe and validate data in an
XML environment.
Adding a Schema
To add a schema
Select the Settings tab and then select the Custom Data tab.
Click Add New Schema.
The New Metadata Schema window appears.
Enter a Name and Description.
Select what entity to apply the metadata to. The options are Entries or Categories.
Enter the System Name (optional). This field is required if you are uploading content using Bulk
XML files or if you need access to the schema via the API.
Click Add Field.
Add custom data fields.
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Adding Custom Data Fields
To add custom data fields
Select the Settings tab and then select the Custom Data tab.
Add a schema. See Adding a Schema.
Click Add Field.
The New Field window appears.
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Select the Field type. See Kaltura Custom Metadata Functionality.
Enter values for the field or list.
(Optional) Add a Description, or Full Description.
Click Save. The Custom Fields List is displayed.
Use the up and down arrows to change the order of the fields.
The following is an example of entering data as a Text Select list for the field Publish Values.
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The following screen displays a schema with an entry ID chosen.
Setting Values for Custom Metadata Fields - Per Entry
To add values to the custom metadata fields
Select the Content tab and select Entries.
Click on entry in the Entries table.
The custom data is displayed in the Metadata tab.
Add or modify the Custom Data values and click Save & Close.
The following screen demonstrates the values insertion page within a specific schema. Use the scroll to
view the entire schema information.
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To add or remove related entries
Create a schema and add the Related Entries field. See Adding Custom Metadata Fields.
Select an Entry and select the Metadata tab.
Scroll to the Related Entries field and click +Add/remove Linked Entries.
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Move the Related Entries from the Entries table to the Selected Entries list and click Save.
Setting Values for Metadata Fields - Per Category
Custom Data values are set to categories in a similar way they are set for entries, but from the metadata
tab of the Edit Category window.
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To add values to the custom metadata fields
Select the Content tab and select Categories.
Click on a category in the Categories table.
The custom data is displayed in the Metadata tab.
Add or modify the Custom Data values and click Save & Close.
The following screen demonstrates the values insertion page within a specific schema. Use to
scroll to view the entire schema information.
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CHAPTER 6
Locating Content in the KMC
This section contains the following topics:
Searching Through Entries
Filtering Content in the Entries Table
Searching Through Categories
Filtering Categories in the Categories Table
Searching Playlists
You can use categories, tags, or any of your custom metadata fields to locate content in the KMC.
Searching Through Entries
The search box in the Entries page enables you to search for specific entries or entry attributes that exist
in your account.
Entries Search Rules
When searching for entries from the KMC search box in the Entries page and/or from the search box
within the Playlist window, the following rules apply:
The Kaltura search engine will match the search term within the KMC search box against the
following entry attributes:
Entry Name, Entry ID, Entry Tags, Entry’s Description, Entry Reference ID, Entry owner ID, Entry
ID of origin entry for clips created in Kaltura, any Entry custom data fields of type: text that was
set to be searchable.
Search criteria may include alphanumeric as well as special characters such as: `, ~, !, @, #, $,
%, ^, &, *, (, ), -, _, =, +, [, ], {, }, ;, :, ', \, |, /, ?, <, >
The space character is treated as an AND search operand. For example, searching for” hello
world” will result with all entries that include both the word hello and the word world in one of the
searchable entry attributes.
The comma character is treated as an OR search operand. For example, searching for hello,
world will result with all entries that include either the word hello, or the word world in one of the
searchable entry attributes.
The ! character is treated as an AND NOT search operand. For example, searching for hello !
world should result with all entries that include the word hello but do not include the word world.
The ! at the beginning of the search criteria is not supported within this AND NOT operant
context. When searching for actual words that start/end with the ! character, the ! character
should be escapes using a backslash. For example, if you want to search for entries that include
the word !hello or hello!, enter the following terms within the KMC search box: \!hello or hello\!
The “” characters are treated as an EXACT MATCH search operand. For example, searching
for hello world will result with all entries that include the exact hello world phrase in one of the
searchable entry attributes.
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To search through entries
Go to the Content tab and select the Entries tab.
Enter your search criteria and click the magnifying icon on the right, or press Enter.
The search is applied on the entry or the entry attributes selected.
You can search for content and then create playlists containing the filtered content.
To create playlists based on filtered content
Search for content based on a filter.
Click Add Playlist to create a playlist.
To clear the search box
Click the X icon on the right.
Filtering Content in the Entries Table
The list of entries can be filtered according to the parameters that are specified in the filter bars on the left
side of the page. You can filter entries using the search criteria, specific categories, Additional Filters, or
custom metadata based filters
NOTE: You can sort the Entries Table by clicking on the various columns or using the
scroll bar. You can also select how many items to display per page (10 to 500).
Using Categories as Filters
You can filter the entries in the Entries Table by selecting specific categories in the categories filter bar on
the left side of the page.
You can open the Categories Filter Preferences from the preferences icon at the top right corner of the
categories filter area. Your preferences will impact the behavior of the category filter.
You can navigate within the categories tree to select the categories you want to filter entries by. Each
category selection refreshes the Entries Table.
You may also use the Search Categories field to search for categories you want to filter by, instead of
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navigating to these categories from the categories tree.
NOTE: When a category has more than 1000 sub categories, the category cannot be
expanded in the category tree. Use the Search categories option.
Using Additional Filters
To use additional filters
Click "Additional Filters" to open more filter options, including:
o Between any two specific dates
o By media type (Audio, Video, Image, Video Mix, Live Stream)
o By Ingestion Status (Ready, No Media, Pending, Uploading, Transcoding, Error)
o By duration Short clips (up to 4 minutes), Medium clips (4 to 20 minutes), Long clips (more
than 20 minutes)
o By Original or Clipped entries original media, entries created by clipping
o By Scheduling status (Past, Live now, Scheduled to go live at a later date, Scheduled
between specified dates)
o By moderation status
o By Media Replacement Status
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o By Access Control Profile (See Access Control Profiles for more details.)
o By video quality (Transcoding Flavor)
o By Distribution Destination (See Distribution and Syndication for more details.)
You can filter content using a single or multiple criteria.
Performing a Search Based on Metadata Fields
You can use custom fields to search for content and create playlists. To search textual fields, use the
search box, for canned lists use the custom Metadata Filters. See Searching Playlists.
Footnote
Label
Specification
1
Search text
Search text to apply to all textual custom data, for
example teaser title, authors
2
Search filter for Publishing
Status
For publishing status
3
Search filter for Distribution
settings
For content based on distribution channel’s settings
Entries Table Filter Indications
When the Entries table is filtered by categories, filters and/or search criteria, indications for the selected
filters are displayed above the Entries Table. You can remove a filter directly from this display by clicking
on the x on the name of the filter.
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Searching Through Categories
When managing your categories, the search box in the Categories page enables you to search for
specific categories or category attributes that exist in your account.
Category Search Rules
When searching for categories from the KMC search box in the Categories page the following rules apply:
The Kaltura search engine will match the search term within the KMC search box against the
following category attributes:
Category Name, Category ID, Category Tags, Category Description, Category Reference ID, any
Category custom data fields of type: text that was set to be searchable.
Search criteria may include alphanumeric as well as the following special characters such as: `,
~, !, @, #, $, %, ^, &, *, (, ), -, _, =, +, [, ], {, }, ;, :, ', \, |, /, ?, <, >
The space character is treated as an AND search operand. For example, searching for hello
world will result with all categories that include both the word hello and the word world in one of
the searchable category attributes.
The comma character is treated as an OR search operand. For example, searching for hello,
world will result with all categories that include either the word hello or the word world in one of
the searchable category attributes.
The ! character is treated as an AND NOT search operand. For example, searching for hello !
world should result with all categories that include the word hello, but do not include the word
world.The ! at the beginning of the search criteria is not supported within this AND NOT operant
context. When searching for actual words that start/end with the ! character, the ! character
should be escapes using a backslash . For example, if you want to search for categories that
include the word !hello or hello! you should enter the following terms within the KMC search box:
\!hello or hello\!
The “” characters are treated as an EXACT MATCH search operand. For example, searching
for "hello world" will result with all categories that include the exact hello world phrase in one of
the searchable category attributes.
To search through categories
Go to the Content tab and select the Categories tab.
Enter your search criteria and click the magnifying icon on the right, or press Enter.
The search is applied on the category or the category attributes selected. For canned lists, use
the Categories Metadata Filters.
Filtering Categories in the Categories Table
When managing categories, the Categories Table can be filtered according to the parameters that are
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specified in the filter bars on the left side of the page. You can filter categories using the search criteria,
by categories. For listing categories under a specific parent category, use Additional Filters or use the
custom data based filters.
Using Categories as Filters
When managing categories, you can filter the categories in the Categories Table by selecting specific
categories in the categories filter bar on the left side of the page.
You can open the Categories Filter Preferences from the preferences icon at the top right corner of the
categories filter area. Your preferences impact the behavior of the categories filter.
You can navigate within the category tree to select the categories you want to filter the Categories Table
by. Each selected category refreshes the Categories table.
You may also use the Search Categories field to search for categories you want to filter by, instead of
navigating to the categories from the categories tree.
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NOTE: When a category has more than 200 sub categories it cannot be expanded in the
category tree. Use the Search categories option.
Using Additional Filters
To use additional filters
Click "Additional Filters" to open more filter options, including:
o Created Between any two specific dates
o By content privacy options (available with entitlement configuration only)
o By category listings(available with entitlement configuration only)
o By contribution policy(available with entitlement configuration only)
o By the availability of specific end user permissions(available with entitlement configuration
only)
Categories Table Filter Indications
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When the Categories table is filtered by categories, metadata filters or search criteria, indications for the
selected filters are displayed above the Categories Table. Click on the X to remove a filter directly from
this display.
Searching Playlists
Use the Filters pane to search for playlists in your account. You can search for any word in the playlist
name, tags or both. You can also filter by date by select a date range or by clicking the calendar icons on
the Created between fields.
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CHAPTER 7
Managing Access Control Profiles
This section contains the following topics:
Access Control Profiles
Creating an Access Profile
Assigning an Access Control Profile to an Entry
Content Scheduling
Access Control Profiles
Kaltura supports several publication restrictions allowing limited access to content when business
requirements dictate it. These restrictions can be placed on the entry level but can also be streamlined to
be set automatically or on demand, on a group of items based on a set of criteria, during upload via a bulk
upload CSV file, or during an update transaction using Kaltura’s APIs. See Kaltura API documentation.
An Access Control Profile defines authorized and restricted domains where your content can or cannot be
displayed, countries from which it can or cannot be viewed, white and black lists of IP addresses and
authorized and unauthorized domains in which your media can be embedded. Use the Access Control
tab to view existing profiles and create new ones.
Controlled access provides authentication and authorization capabilities. Developer authentication is
done using a combination of the Partner ID and one of two “secrets”, each providing a different set of
authorization capabilities. In return, a Kaltura Session token (“KS”) is generated, through which API calls
can be made.
You can segregate your content based on your various user groups and audiences. You can create
content channels to be accessed only by certain users, and allow other content items to be available to
all. Access profiles also allow you to manage groups and users on your own identity.
To view Access Control settings
Select the Settings tab and then select the Access Control tab.
The Access Control Profiles window is displayed. A default access control profile that permits
access to all is configured automatically.
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Creating an Access Profile
To create an access control profile
Select the Settings tab and then select the Access Control tab.
The Access Control Profiles window is displayed.
Click Add Profile.
The New Access Control Profile window is displayed.
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Enter an informative Profile Name and Description for the profile.
Configure the Authorized Domains. See Restricting Domains.
Configure the Authorized Countries. See Restricting Countries for Viewing.
Configure the Authorized IP Addresses. See Restricting Views by IP Address.
Configure the Authorized Flavors. See Restricting Access for Specific Flavors.
Configure the Advanced Security. See Restricting Views with a Server Side Secret
Click Create New.
Editing an Access Profile
To edit an access control profile
Select the Settings tab and then select the Access Control tab.
The Access Control Profiles window is displayed.
Select the access profile you want to edit.
The Edit Access Control Profile window is displayed.
Modify the profile according to the sections described in Creating an Access Profile.
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Restricting Domains
Kaltura’s Access Control mechanism provides the means to restrict content playback from specific
domains. This is useful to prevent scraping of content from your website or re-sharing of content on other
sites that are not yours.
Domain restrictions allow you to define a “white list” of domains that allow only playback attempts of
content placed on these domains to be granted. Any playback attempt via the Kaltura Dynamic Player
placed on a domain not on this list will be denied. In the same manner a “black list” can be defined
performing the opposite constraint. Any playback attempt from these domains will be denied. You can
create a combination of both “white listed” and “black listed” domains.
To restrict content to specific domains.
In the Authorized Domains section, select one of the following options:
Toggle All Domains content will display in all domains.
Toggle Only in the following domains - enter a site or list of approved sites that are allowed to
display Kaltura content. See Add or Remove a Domain.
Toggle Block from the following domains - enter a domain or list of approved of domains that are
not allowed to display Kaltura content. See Add or Remove a Domain.
Adding or Removing a Domain
To add a domain
In the Authorized Domains section, select one of the following options:
Click + Add another domain.
Enter the domain name in the format of company.com
To remove a domain
Select a domain from the listed domains.
Click the - Remove selected domains.
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Click Yes.
Restricting Countries for Viewing
Geographic restrictions, similar to domain restrictions, allow you to define a “white list” or a “black list” of
specific geographical locations, limiting or enabling playback attempts of content for users located in
these locations. For example, a Kaltura Player entry assigned with geo-restrictions where the white list
contains only Spain can be placed on any domain but will only be playable by viewers located in Spain.
To restrict content to specific countries
In the New/Edit Access Control Profile window, scroll down to the Authorized Countries section.
Select one of the following options:
Toggle Anywhere content will be displayed in all countries.
Toggle Only from the following countries- select a country or list of approved countries that will
display content. See Add or Remove Geographic Regions (Countries) .
Toggle Block from the following Countries - enter a country or list of approved of countries to
exclude. See Add or Remove Geographic Regions (Countries).
Adding or Removing Geographic Regions (Countries)
To add a geographic region
Click + Add Remove Countries.
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Use the scroll (Ctrl button for multiple selections) and select the countries from the Countries List.
Use the arrow buttons to transfer the selected countries to the Allowed Countries.
Click Save.
To remove a geographic region
Click+ Add Remove Countries.
Use the scroll (Ctrl button for multiple selections) and select the countries from the Restricted
Countries.
Use the arrow buttons to transfer the selected countries to the Allowed Countries.
Click Save.
Restricting Views by IP Address
You can restrict content view by IP addresses or ranges and determine which IP ranges will be allowed to
view the content.
To restrict Views by IP Address
In the New/Edit Access Control Profile window, scroll down to the Authorized IPs section. Select
one of the following options:
Toggle All IPs content will be displayed for all IP addresses.
Toggle Only from the following IPs- select a range of approved IPs that will display content. See
Add or Remove IP Addresses.
Toggle Block from the following IPs- enter a range of approved IPs that should be excluded from
content viewing. See Add or Remove IP Addresses.
Adding or Removing IP Addresses
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To add or block IP addresses
Click + Add Another IP.
Use the notation indicated to enter IP addresses.
Click Save.
To remove IP addresses
Highlight the IPs you want to remove from the restricted list.
Click +Remove Selected IPs.
A warning message is displayed.
Click Yes.
Restricting Access for Specific Flavors
You can restrict content view by flavors and determine which flavors will be allowed for playback and
download authorization and for DRM licensing authorization when applicable. The access control flavor
authorization enables you to define restriction rules that are enforced by the Kaltura server, adding a
stronger level of security to player tag based flavor controls.
To restrict access for specific flavors
In the New/Edit Access Control Profile window, scroll down to the Authorized Flavors section.
Select one of the following options:
All Flavors content will not be restricted by access control for any flavors
Toggle Only flavors defined in the following list - select the approved flavors that will display
content. See Adding or Removing Flavors.
Toggle Block flavors defined in the following list - select a the approved flavors that should be
excluded from content viewing. See Adding or Removing Flavors. .
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Adding or Removing Flavors
To add flavors
Click + Add/-Remove flavors.
The list of available flavors is displayed,
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Use the arrows to move the relevant flavors to the Allowed Flavors section.
Click Save.
To remove flavors
Highlight the flavors you want to remove from the restricted list.
Click +Remove.
Click Save.
Restricting Views with a Kaltura Session
Often, the user authentication/entitlement mechanism that decides whether a user is entitled to access a
specific media entry or not, will reside outside of Kaltura. When the authentication mechanism resides
outside Kaltura, we recommend that you use an Advanced Kaltura Session (KS) based Access Control
mechanism, that permits access to the media only when a valid Kaltura Session is provided. .The
external entitlement mechanism will then generate the valid Kaltura Session when users should be
permitted to view the content.
The session is created using a secret. The external entitlement mechanism will then generate the valid
KS when users should be permitted to view the content. Common examples include -
When implementing paid content where the payment gateway is not Kaltura, the server processing the
payment will be the mechanism deciding on entitlement. After the payment is processed, the payment
server creates a valid Kaltura Session by calling the Kaltura API and passes that KS to the Kaltura player.
When implementing a single-sign-on and permissions mechanism using LDAP or other authentication
mechanism outside of Kaltura, the server responsible for user authentication contains the entitlement
logic. The authentication server will call the Kaltura API and generate a valid KS when appropriate.
A Kaltura Player marked with tokenized access requires a “session token” to be created and provided
during every playback. A session token can only be created by a developer possessing valid credentials
and expires after a limited amount of time. Thus, even if an attempt to grab the item’s direct URL is
successful, the playback session will soon expire and without possession of the valid credentials,
regeneration of a new token will not be possible.
This option is useful to prevent scraping of content from your website or re-sharing of content on other
sites that are not yours and provides an additional amount of security to content display.
Pay-Per-View
You can enable paid programming with a video preview, and easy, on-the-fly payment options for full
video access.
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To create a Kaltura Session restriction to view content
Check Secure viewing of this video with Kaltura Session (KS).
To enable a free preview
Check Free Preview.
Enter the amount of time in seconds for the free preview display.
Assigning an Access Control Profile to an Entry
You can assign an Access Control Profile to an entry.
To assign an access control profile to an entry
Go to Content tab and select the Entries tab.
Click on the entry to which you want to assign an Access Control Profile.
Go to the Access Control tab and select an existing profile from the drop-down menu.
Click Save & Close to complete the process.
Assigning an Access Profile to a Bulk Upload
A default access profile is included with the KMC. After you create an Access Profile, an ID is created and
listed in the Access Control page.
To assign an access profile to a bulk upload
Set the ID from the Access Control List to the accessControlProfileId in your CSV
Set the profile ID from the Access Control List to the accessControlId in your XML file.
Content Scheduling
Content Scheduling determines when your media entries will be permitted for viewing (“sunrise”) and
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when access should be automatically discontinued (“sunset”). You can set specific scheduling
parameters for your content. You can set the entry to be available for display at any time (for example, no
schedule limitations) or you can set the entry to be available during a limited timeframe (for example,
display this video starting on X date with no end time, or display this video only between X date and Y
date). Note that when users try to access a video that is no longer valid (in terms of its scheduling), they
will receive an error message explaining that this content is no longer valid.
To configure content scheduling
Go to Content tab and select the Entries tab.
Click on an entry.
Select the Scheduling tab and select and set your specific time range.
Click Save & Close to complete the process.
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CHAPTER 8
Managing Content Entitlement
Kaltura provides a built-in infrastructure for controlling and managing end-user entitlements to content.
This infrastructure includes the required attributes and permission controls as well as the server utilities
for enforcing those controls.
Using Kaltura’s entitlement services, end-user facing applications such as Kaltura MediaSpace can be
extended to add the following capabilities:
Groups’ media channels - Provides the ability to set media channels that limit access and
contribution of content to members of a specific group of users.
Granular control over user permissions to content - Provides the ability to define different
privacy and permission levels for accessing and managing content in media channels.
Personalized global search engine - Provides the ability for users to easily search and find
relevant content from the entire set of media they are entitled to access.
Kaltura’s Entitlement Model
Kaltura’s entitlement model relies on the extension of Kaltura’s categories. Categories may hold
entitlement settings as well as specific end-user permissions. These entitlement settings and end-user
permissions are inherited by media entries associated with these types of categories.
The entitlement model provides a direct association between end-users and the collection of media items
they are entitled to access, and enables a simple and efficient way to add entitlement controls to both flat
and hierarchal application/website navigation layout.
Category’s Entitlements Tab
Entitlement settings may be set on categories in different ways, for example, from the application, via the
CSV or through a Kaltura API. The Category’s Entitlements tab in the KMC is where content entitlement
settings are managed by account administrators. The Entitlements tab only appears in KMC accounts
that are set with the entitlement feature and in categories that were set to have entitlement settings for an
application.
NOTE: The Entitlement Settings are added to categories as part of the MediaSpace
installation. For other purposes entitlement settings can be added to categories from the
Integration Settings page under the Settings tab. See Adding Entitlements to Categories
for more information.
The following sections describe the different setting options available in the Entitlements tab and their
impact on end-user entitlements in applications such as MediaSpace.
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Workflow:
Create a category. See Adding/Editing a Specific Category. Add Entitlements to
categories. See Adding Entitlement to Categories
Go to the Content tab and select the Categories tab.
Click on a category or select Edit from the Actions drop down menu.
Select the Entitlements tab.
Set the Entitlement Settings.
Setting the Entitlement Settings
Perform the tasks in the workflow to configure the KMC with Entitlement Settings.
To set Entitlement Settings
Set the Content Privacy. See Content Privacy.
Select the Category Listing.
Select the Contribution Policy.
Select whether to inherit specific end-user permissions.
Set Specific End User Permissions.
a. Change Owner.
b. Click Manage to manage end-user permissions.
c. Configure Additional Category Entitlement Settings.
Click Save & Close.
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Content Privacy
The content privacy defines the visibility of content associated with a category, including its related
metadata. The Content Privacy setting is applied to:
Who has access to content published in channel pages
Which content will be available to the user in the application global search results
Who can access to a single media item in the application.
The Content Privacy options are:
No Restriction Content in the category is visible to everyone with access to the application
page it is published in. In MediaSpace - this option is mostly relevant for setting Media Galleries
that are open on the web and can be accessible by everyone, including anonymous viewers.
Requires Authentication Content in the category is visible only to authenticated end-users
In MediaSpace this option is mostly relevant for setting Media Galleries or Open/Restricted
Media Channels that are available to all authenticated users (users of the company/Institution,
customers with login etc.) User authentication is made by MediaSpace against the customer
Identity Management system, or with using Kaltura’s authentication services. In both cases, the
authenticated user ID is then passed to the Kaltura server through the application session.
Private Content in this category is visible only to users with specific permission to access this
category's content and to the owner of the content. In MediaSpace this option is mostly relevant
for setting Private Media Channels - available only to a group of users.
Note: With any content privacy option the owner of the content is entitled to access and manage
his content
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Visibility of Content Associated with Multiple Categories
For content associated with more than one category, the privacy and visibility of this content via global
search or a direct link to the video page, is determined based on the category with the lowest restriction
level the content is associated with (within the application category tree).
Examples
In a MediaSpace based media portal:
A video that is published in a few private channels but also in at least one public gallery (Content
Privacy = No Restriction) will be visible to everyone with access to the portal. Access to this
video in this case is available to all from the public gallery page itself, via the portal’s Global
Search or via a direct link to the MediaSpace page of this video.
A video that is published in a few private channels but also in at least one organizational shared
gallery (Content Privacy = Requires Authentication), will be visible to all members of the
organization (following login to the portal) from the organizational shared gallery page itself, but
also via the portal’s Global Search or via a direct link to the MediaSpace page of this video. This
content will not be available to anonymous viewers with a direct link to the MediaSpace page of
this video - a login page will be prompted in this case.
A video that is published in a few private channels but is also set in Kaltura categories managed
in the KMC account that are not integrated with the media portal (for example, categories
integrated with Kaltura extensions to CMS/LMS, categories set by the account KMC
administrator for different purposes, etc.). Access to the video via the Media Portal is determined
only by the entitlements settings of the categories the Media Portal is integrated with. This is
controlled by the application specific “privacy content” label set to these categories.
A video that uploaded by an end-user but was not published in any gallery or channel in
MediaSpace (private media), could only be accessed by the content owner.
Visibility of Content in Outside of the Application
When the entitlement feature is enabled for the account, an internal enforcement level is also set and
managed by Kaltura.
The options for entitlement enforcement are:
Entitlement enforcement is enabled by default.
When entitlement enforcement is enabled for the account - access to content under categories
with entitlement is only possible via applications that implement entitlement and are integrated
with these categories. This is the recommended setting in MediaSpace accounts for the highest
level of content security.
Note: that embed codes that are grabbed by authorized users from within the MediaSpace
application are bypassing the entitlement enforcement for the specific entry. Thus the entry will
become publically available within the grabbed player outside of MediaSpace.
Entitlement enforcement is disabled by default and enabled by the application.
When entitlement enforcement is disabled for account - access to content under categories with
entitlement is possible via any application, including player embed codes that are grabbed from
the KMC. With this option the application itself activate the entitlement enforcement so
entitlement rules are kept within the application but all content in categories the application is
integrated with can be accessed via other applications as well. This is the default setting for
Kaltura trial accounts.
Contact Kaltura to change the entitlement enforcement level for your account.
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Category Listing
The Category Listing option defines who can see the category's name and metadata in MediaSpace. The
Category Listing options are:
No Restriction - With this option, the category name and metadata is visible to everyone with
access to the application page it is listed in. In MediaSpace - this option is used for having
MediaSpace Galleries always listed in the top menus and side navigation layout and for having
MediaSpace open or restricted channels included in the Channels listing page.
Private With this option, the category name and metadata are visible only to users with
permission to access the category and its content. In MediaSpace this option is used for having
private channels visible only to group members.
Contribution Policy
The contribution policy option defines which end-users can add content to this category through
applications. The applicative permission to publish in MediaSpace’s shared Galleries is set from the
MediaSpace Application Role of the user. See the Kaltura MediaSpace Setup Guide for more information.
The category contribution policy adds the ability to have this type of authorization for publishing content in
specific galleries/channels.
The Category Contribution Policy options are:
No Restriction With this option, any end-user authorized to publish content in MediaSpace can
publish content in the gallery/channel associated with this category. In MediaSpace this option is
used in shared galleries to which every user with a MediaSpace Admin Application Role can add
content to, and in Open Channels to which all MediaSpace users with content can add their
content to.
Private - With this option, only end-users with specific permission to add content to this category
are able to add content to it. In MediaSpace this option is used in Restricted/Private Channels.
Specific End-User Permissions
When any one of the Category Entitlement Options is set to Private, the respective access level is based
on specific end-user permissions. User permissions to a category and content associated with it are set
through 4 permission levels: Member, Contributor, Moderator, and Manager. The basic access
permissions listed below are enforced by the Kaltura server. In MediaSpace the permission levels are
used to control the availability of the relevant UI controls and user flows, for example, Channel Settings,
Channel’s moderation panel, Publish Module and others.
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Permissions
Permission
Levels
View
Content
and
Category
Add
Remove
Content to
Category
Approve
Content
added to the
category
Edit
Category’s
settings,
privacy
options and
user
permissions
Remove
Category
Member
X
Contributor
X
X
Moderator
X
X
X
Manager
X
X
X
X
X
The settings of end-user permissions can be made from the KMC, in Bulk Process via a CSV formatted
schema, or via Kaltura APIs.
In MediaSpace: Channel Managers are able to set their channel’s groups members and may assign
different permission levels to members of their group.
Note: the content owner has always full access and editing permissions to his own content. He is also
able to remove his content from any category, regardless of the category’s settings.
Tip: the category end-user permissions may also be used by applications when the category is not set as
private for granting category specific applicative permissions to specific users. In MediaSpace: users
that is not set to with an Admin Application Role can still be granted with permission to publish content in
specific galleries. In this case the category’s contribution policy is set to No Restriction while ability to
publish content in the respective gallery is granted by the application to all MediaSpace Admin users, but
also to a few specific users that are set as contributors in the category.
End-User Permission Attributes
Status indication to the state of the user permission set to the category. This attribute may be
used for supporting different applicative flows.
o Active Access permission is active and enforced
o Deactivated Access permission is not active anymore. (can be activated again)
Update Method - indication on how a specific end-user permission is updated, this may be used
for supporting automatic processes for setting permissions to channels from groups managed in
on organizational information systems, while being able to set manual overrides to specific end-
user permissions.
o Automatic - user permission is updated via an automatic process (either via a CSV
formatted schema or an API based integration). User permission level may be updated by the
automatic process.
o Manual user permission is updated manually only and will not be updated by an automatic
process.
Managing Categories Specific End-User Permissions
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To manage categories specific end-user permissions
Set the Entitlement Settings.
The Specific End-User Permissions window is displayed.
Click Add Users.
Select the Permission Level. See Specific End-Users Permissions.
Select the Update Method. See End User Permission Attributes.
Select End Users. Enter user names.
Click Save & Close.
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Bulk Actions for Managing Categories Specific End-User
Permissions
To perform bulk actions on specific end-user permissions
Check the box or multiple boxes next to the user name and select Bulk Actions on the bottom of
the page.
Select one of the following options
o Deactivate deactivates the specific end user permissions for the category
o Activate activates the specific end user permissions for the category
o Set permission levels- overrides the permission level of all selected end-users
o Set to manual update method. See End-User Permission Attributes.
o Set to automatic update method. See End-User Permission Attributes.
o Delete- deletes specific end-user permission for the category.
Click Close.
Additional Category Entitlement Settings
The following additional settings are available at the lower part of the Entitlements tab:
Category Owner a category attribute, for setting one of the channel managers as the channel
owner for any applicative need. The category owner is automatically set with a manager
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permission level for the category. See Change Owner.
Default Permission Level a category attribute for setting a specific default permission level to
the category, for supporting different applicative flows.
Moderate Content - a category attribute, for supporting the moderation of content prior it’s
publishing in the channel. (Moderation is configured through MediaSpace.)
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CHAPTER 9
Managing Categories
Media entries may be divided into categories. The different categories are built in a tree-like hierarchy
where each category can include multiple sub-categories.
Categories provide a logical structure for your site and assist with content management. You can use
categories, along with metadata and filters to create manually or dynamically generated
playlists. Categories may also be used for setting content entitlements to end-users in various
applications. See Entitlement Settings.
Defining and Assigning Entry Categories
Categories are built in a tree-like hierarchy where each category can include multiple sub-categories. You
can add, remove and edit categories from the Categories Tab. You can assign a media entry to a specific
category from the Entries Tab.
To assign an entry to a specific category
Go to the Content tab and select the Entries tab.
Click on the Entry.
Enter the Category in the Metadata tab.
Click Save and Close.
To remove an entry from a category
Go to the Content tab and select the Entries tab.
Click on the Entry.
Remove the category settings in the Metadata tab.
Click Save.
NOTE: When you click Delete in the Entries table, the entry will be deleted from the
account and not only from the category that is currently selected. See Delete Entry.
Categories Table
The Categories Table lists the categories in your account and provides a way to edit the category’s
specific metadata and entitlement settings. You can edit each a specific category from the Edit Category
window or apply actions on several categories simultaneously from the Bulk Actions Menu.
Adding/Editing a Specific Category
To add a category
Select the Content tab and then select the Categories tab.
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Select Add Category.
The New Category window is displayed.
Select No Parent if you want the category to be at the top level or select the parent category
under which the new category should be created and select Next. We recommend that you
minimize categories at the top level. The New Category window is displayed.
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Add metadata and click Save & Close.
Adding Metadata to a Category
You can add or edit metadata to a category or to multiple categories.
To add/edit metadata to a category
Select the Content tab and then select the Categories tab.
Click on a category. Edit Category window is displayed.
In the Metadata tab, add or edit the metadata information. Enter a
a. Name
b. Description (Optional).
c. Tags.(Optional)
d. Reference ID (Optional).
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If you have Custom Data for categories, you can edit the Custom Data fields for the category. For
multiple schemas, use the drop down Jump To menu to select the schema values you want to
edit for the category. See Managing Schemas for more information.
Click Save & Close.
Editing the Entitlement Settings of a Category
When a category is set to have entitlement settings for an application, the category’s Entitlements tab is
displayed for editing. See Managing Content Entitlement for more information.
NOTE: Entitlement Settings are added to categories as part of the MediaSpace installation. For
other purposes, Entitlement Settings can be added to categories from the Integration Settings
page under the Settings tab.
To edit Entitlement Settings of a category
Select the Content tab and then select the Categories tab.
Click on a category. The Edit Category window is displayed.
In the Entitlements tab, edit the Entitlement Settings options, set a category owner and any
specific end-user permissions you want to set to the category for your application. Informative
tooltips are available for each one of the options. See Managing Content Entitlement for more
information.
Click Save & Close.
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Reordering Sub Categories
When a category has up to 50 sub-categories the Sub-Categories tab is available for editing. Use the Sub
Categories tab to order the sub categories. Sub Categories will appear in the application as they are
ordered.
Use the Sub- Categories tab to order MediaSpace Galleries. For other applications: the ordering set
through the Sub- Categories tab can be used through the Kaltura API while ordering category lists based
on the partnerSortValue category attribute.
To reorder sub categories
Select the Content tab and then select the Categories tab.
Click on a category. The Edit Category window is displayed.
Select the Sub-Categories Tab,
Set the order of the sub-categories. Position the sub categories as you want them to be ordered
in your application.
Click Save & Close.
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Editing Multiple Categories in Bulk
You can edit multiple categories in bulk.
To edit multiple categories in bulk
Select the Content tab and then select the Categories tab.
Check the boxes near the names of the categories you want to edit.
Select Bulk Actions at bottom of the list.
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Use the Categories tab to:
Add Tags
Remove Tags
Move Categories
Change Content Privacy (available with entitlement configuration only
Change Category Listing (available with entitlement configuration only)
Change Contribution Policy(available with entitlement configuration only)
Change Category Owner (available with entitlement configuration only)
Delete Categories
Add Tags to Categories
You can add tags to categories in the KMC that will propagate to other applications.
To add tags to a category listing
Select the Content tab and then select the Categories tab.
Select a category or multiple categories and select Bulk Actions on the bottom of the page.
Select Add Tags from the drop-down menu.
Enter tags to append to all selected categories.
Click Save Changes.
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Remove Tags from Categories
You can remove tags from categories in the KMC. Tag deletion will propagate to other applications.
To remove tags from a category listing
Select the Content tab and then select the Categories tab.
Select a category or multiple categories and select Bulk Actions on the bottom of the page.
Select Remove Tags from the drop-down menu.
Select the tags to remove from the selected categories.
Click Remove.
Move Categories
You can move categories from one level to another.
To move a category to another parent category
Select the Content tab and then select the Categories tab.
Select a category or multiple categories that area currently under the same parent category and
select Bulk Actions on the bottom of the page.
Select Move Categories from the Bulk Actions options.
Select the new parent category under which the selected categories will appear.
Click Apply.
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Following a Move Categories action, the category tree is updated on the Kaltura backend. When more
than a few categories are affected, this operation may take a few minutes. Until the completion of this
process, the editing options in the Categories page are disabled and are automatically released when the
update process is completed.
Change Content Privacy
Content privacy is a category entitlement setting option that defines the visibility of content associated
with a category. For more information see Content Privacy.
This option is available with entitlement configuration only.
To change the content privacy
Select the Content tab and then select the Categories tab.
Select a category or multiple categories.
Select Bulk Actions on the bottom of the page and then select Change Content Privacy from the
drop-down menu. The content privacy options are:
No Restriction Content in this category is visible to everyone with access to the application
page it is published in.
Requires Authentication Content in this category is visible only to authenticated end-users.
User authentication is made by the application against the customer Identity Management
system, or using Kaltura’s authentication services. In both cases access to content in this
category requires that an authenticated user ID is passed to the Kaltura server through the
application session.
Private Content in this category is visible only to users with specific permission to access this
category's content.
Click Apply.
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Note that the Changing the Content Privacy will only apply to categories that have entitlement settings.
Change Contribution Policy
The contribution policy is a category entitlement setting option that defines which end-users can add
content to a category through applications. For more information see Change Contribution Policy. This
option is available with entitlement configuration only.
To change the contribution policy
Select the Content tab and then select the Categories tab.
Select a category or multiple categories and select Bulk Actions on the bottom of the page.
Select Change Contribution Policy from the drop-down menu.
Select one of the following options:
No Restriction With this option, any end-user authorized by the application can add content to
this category
Private - With this option, only end-users with specific permission to add content to this category
are able to add content to it.
Click Apply.
Note that the Change Category Contribution Policy action will only apply on categories that have
entitlement settings.
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Change Category Listing
The category listing is a category entitlement setting option that defines who can see the category's name
and metadata in the application’s category menus, navigations and listing or anywhere a category list is
present. See Category Listing for more information.
This option is available with entitlement configuration only.
To change a category listing
Select the Content tab and then select the Categories tab.
Click on a category. The Edit Category window is displayed.
Select a category or multiple categories and select Bulk Actions on the bottom of the page.
Select Change Category Listing from the drop-down menu.
Select one of the following options:
No Restriction - The category name and metadata is visible to everyone with access to the
application page it is listed in.
Private The category name and metadata are visible only to users with permission to access
the category and its content.
Click Apply.
Note that the Change Category Listing action will only apply on categories that have entitlement settings.
Change Category Owner
The Category Owner is a category entitlement option supporting applicative case in which an end-user
should be set as the owner of the category. This will automatically set the user with a manager
permission level for this category and enable the user to manage the category settings from the
application.
This option is available with entitlement configuration only.
To change the ownership on a category listing
Select the Content tab and then select the Categories tab.
Select a category or multiple categories and select Bulk Actions on the bottom of the page.
Select Change Category Owner from the drop-down menu.
Enter the new owner’s User Name or User ID.
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When the selected user is already listed in Kaltura, the user’s ID or name appears in blue. When
the selected user is not listed in Kaltura the typed text appears in red shape. .After saving, the
user is added to Kaltura as the user ID.
Click Save.
Delete Categories
You can delete categories in the KMC. Category deletion is propagated to other applications.
When categories are deleted from the KMC, the entries in these categories are automatically added to
the parent of the deleted category.
To delete categories
Select the Content tab and then select the Categories tab.
Select a category or multiple categories and select Bulk Actions on the bottom of the page.
Select Delete from the drop-down menu.
Select the categories to remove.
A warning message is displayed.
Click Remove.
Updating Categories’ State
Some of the category related actions taken in the KMC may trigger a category update process on the
Kaltura backend. This is mainly to allow continuous work through the KMC interface even when actions
affect large portions of the category tree or apply on a very high number of categories.
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While the Kaltura backend process is running, an ‘Updating Categories’ indication is set on the top right
corner of the categories filter bar.
The ‘Updating Categories’ state may last a few minutes and until its completion. Some category settings
and tree displays in the KMC may not be fully updated.
After the updating process is completed the ‘Updating Categories’ indication automatically disappears.
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CHAPTER 10
KMC Users and Roles
This section contains the following topic:
Roles and Permissions
Roles and Permissions
Roles and permissions enable organizations to define a user's ability to perform actions based on the
user's responsibilities. Only users with admin permissions can add users, create roles and define
permissions.
A publisher uses the roles and permissions infrastructure to specify actions that a user is allowed to
perform. User roles define permissions granted to the user for the different KMC functionalities.
KMC user permissions depend on account permissions for specific features.
The following is high level description of each default role.
Publisher Administrator - has permission to all KMC options enabled for the account.
Manager - has permissions to all KMC options enabled for the account - excluding access to
Administration tab (KMC user and role management) and excluding permissions to modify account
settings and account integration settings.
Content Uploader - has permission to upload files from desktop or via bulk upload csv/xml - has a view-
only access to entries and categories under the content tab.
Content Moderator - has permission to Moderation tab only and ability to approve/reject entries.
Player Designer - has permission to Studio tab only and ability to set all player options excluding
advertisement.
Adding a User
The following table lists the information that should be provided for adding a new KMC admin user.
Please note that a limited number of users are allocated by default to each KMC account. If you reached
the KMC users quota for your account and need to set additional users, please contact Kaltura with
a request for additional KMC admin users.
Field
Description
Email address
The user’s email address serves as a unique identifier of the user in
the Kaltura system, as the user login username and as a recipient
address for system-generated messages. Upon the creation of a new
user account, a welcome email notification will be sent to this email
address with a link for setting the initial password.
First name, Last name
User’s name
Publisher ID (Optional)
A unique identifier that may be in use by the publisher in different
systems. This will serve as the KMC user identifier as content
contributor in all KMC-related locations. When a publisher ID is not
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Field
Description
provided, the user email address will be used as a default value.
User Role
Defines the set of permissions granted to the user for the different
KMC functionalities. This role should be set according to the tasks that
the user needs to work on and the functionalities that the user needs
access to within the KMC. The different KMC user roles are set (by
users who are granted with permission to do so) from the KMC Roles
page (under the Administration tab).
To add a user
Go to the Administration tab and select the Users tab.
Click Add User, and fill in the details in the Add User window.
Select a User Role from the drop-down menu.
(Optional) Click Add Role to create a custom role. See Creating Custom Roles.
Click Save.
When a user is created, an email will be sent to the specified email address containing a link to set the
account password.
Editing a User
After a user account is set in the system, the user’s personal details can only be set by the user
personally, from the My User Settings page in the Settings tab. See My User Settings.
To edit user information
Go to the Administration tab and select the Users tab.
Click on a User and then select Edit from the drop down tab.
Only the Publisher User ID and the User Role may be edited in Edit User window. Please note that it is
not possible to edit the user role that is defined as the Account Owner. In addition, a KMC user with
access to user management functionalities cannot edit the user role selection in their account.
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Deleting and Blocking Users
You can prevent users from logging into the KMC temporarily or permanently. Blocking a user will prevent
the user from logging into the KMC. This restriction can be removed by applying the unblock action.
Deleting a user is a permanent action. The deleted user's content contribution records will be kept in the
system.
To block or unblock a user
Select the Administration tab and select the Users tab.
Click on a User Name.
Select Block/Unblock from the Select Action drop-down menu to block a user temporarily.
Select Delete from the Select Action drop-down menu to remove a user permanently.
Purchasing a License for Additional Users
Each KMC account is allocated three users.
To request additional users
Select the Administration tab and then select the Users tab
The Current Status lists the number of KMC users and the number of available users.
Click on the Click here to upgrade your account link.
Creating Custom Roles
When you add a KMC admin user role to a specific publisher account, you should add the relevant set of
permissions in the Add Role window. You can select which KMC functionalities are available to users
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with the defined role. Clicking the checkmark next to each permission group name will toggle the
permission level for the specific KMC functionality to the following modes:
Full Permission (checked) Grants access to all KMC functionalities listed under the
permission group.
View-Only Permission (partially checked) Only part of the functionality listed in the group is
selected.
No Permission (unchecked) No access to the KMC pages that are relevant to the KMC
functionalities listed under the permission group.
To create custom roles
Go to the Administration tab and select the Roles tab.
Click Add Role to create a custom role.
Enter the Role Name and provide a description.
After naming the role and providing a description you will be able to select the specific
permissions required.
Most of the permissions are organized under KMC high-level functionalities. For granular
permissions within each category click Expand All. Or click Advanced to open a more detailed list
of the specific KMC functionalities related to the group.
Click Save.
You can edit, duplicate or delete any existing role via the using the Select action drop-down menu.
Role Management
After you create roles you can:
Edit a role
Duplicate a role.
Delete a role.
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To modify roles
Go to the Administration tab and select the Roles tab.
Click on a role.
Select an option from the Actions menu.
Edit a role
Editing a user role affects the access level of the KMC user associated with this role only after the
user logs in to the KMC. We recommend that you edit an “in-use” role when users associated
with this role are not logged into the KMC.
Duplicate a role
Duplicating a role is a quick way to create a new KMC user role with a similar, but not identical,
set of permissions as an existing user role. The duplicated role is populated with the permission
set of the duplication source role, so minor changes to this permission set can be easily made.
After you duplicate a role, use the Edit option to modify the permissions.
Delete Role
Deleting a role is a permanent action. It is not possible to delete a user role record as long as
KMC admin users are associated with the role. In such cases, make sure to update the relevant
KMC user accounts with another user role before attempting to delete their existing role.
Moderation and Editorial Workflows
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CHAPTER 11
Moderation and Editorial Workflows
This section contains the following topics:
Content Moderation Workflows
The Moderation Tab
Content Moderation Workflows
You can review content before it is published to eliminate spam and abusive content in User Generated
Content (UGC) portals. You can also implement complex editorial workflows for your various editorial
team roles.
The Moderation Tab
The Moderation tab located in the Content tab in the KMC, allows publishers to see the moderation
queue, where all entries marked as pending, are waiting to be approved or rejected. Content moderators
can change the moderation status (approve/reject).
This window displays a list of all content that has been flagged as inappropriate by users. By default, the
list is filtered and sorted according to the amount of flags that each entry has received. You can sort the
list by clicking on the various columns and scroll through the pages at the bottom of the list.
To display content for moderation
Select the Content tab and then select the Moderation tab.
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Click on the name of an entry.
The Edit Entry window is displayed. Similar to the Entries tab, the Filters bar to the left of the
entries table is displayed.
Filter your moderation entry list according to various parameters and search criteria. See Filtering
Content in the Entries Table.
By default, the list is already filtered by content that was flagged for review. To change this, click on the
"Additional Filters" button (see Use Additional Filters).
Previewing Content using the Moderation Tab
To preview content
Select the Content tab and then select the Moderation tab.
Click on the name of an entry.
The entry is displayed in the small player to the right of the list.
Click on the bottom right of the preview pane, "View full details" link for quickly reviewing or
editing the content of an entry.
Rejecting Content Using the Moderation Tab
To reject content (one or more entries)
Select the Content tab and then select the Moderation tab.
Select the relevant entries (for multiple choices, use either the CTRL key or the selection drop-
down menu at the bottom of the page) and press the "Reject Selected" button.
You can reject more than one entry at a time, but only for entries appearing on the same page of
the main list.
Approving Content Using the Moderation tab
To approve content (one or more entries)
Select the Content tab and then select the Moderation tab.
Select the relevant entries (for multiple choices, use the CTRL key or use the selection drop-
down menu at the bottom of the page) and press the "Approve Selected" button.
You can approve more than one entry at a time, but only for entries appearing on the same page
of the main list.
Banning Users Using the Moderation tab
To ban users
Select the Content tab and then select the Moderation tab.
Click on the "Ban User" link under the preview player. This triggers a notification to be sent to
your website's CMS with a request to ban the specific user that created the selected entry.
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Using Subtitles and Captions
Kaltura Management Console (KMC) User Manual 129
CHAPTER 12
Using Subtitles and Captions
This section contains the following topics:
Caption File Types
Subtitles and Captions Terminology
Adding Captions to an Entry
Setting Up Captions for Display
Caption File Types
You can upload multiple subtitle and caption files (SRT, DXFP, and XML) and transcripts (TXT), or
reference an external link to a captions file in the KMC. Viewers can then select and toggle between
different language subtitles and captions. Subtitles and captions are fully searchable as a metadata field.
Kaltura’s accessibility player plugin also makes the captions readable via screen readers and therefore
helps organizations adhere to 508 compliancy regulations. Kaltura’s “In Video Search” API allows users
to for a specific phrase within a library of videos and within the search results directs the user to the exact
point in the video where the phrase appears. For more information see Kaltura Demo Apps for Captions.
You can also automate the creation of subtitles and captions, and transcriptions through our partners in
Kaltura Exchange. For instance check out 3Play Media Interactive Transcript / Captioning Plugin.
Searching within Captions
Publishers can use the Kaltura API and code skeleton to search within the captions and point the viewer
directly to the relevant point in time. The search is done across a catalogue of videos, making the
discovery process easy and accessible, especially when searching in a large amount of content.
Contact your account manager to learn more on how to integrate this functionality into your website and
environment.
Subtitles and Captions Terminology
A caption file contains both the text and information about when each line of text should be displayed.
A caption is synonymous with subtitle and is usually displayed at the bottom of the screen.
SRT and DXFP are text file formats that contain captions; including the time each subtitle should be
displayed followed by the text of the subtitle.
If the caption includes non-dialog text, the file is considered a closed caption.
Transcriptions are files that contain text of the video without time stamps.
Captions can either be a form of written translation of a dialog in a foreign language or a written rendering
of the dialog in the same language. Closed captions files contain added information to help viewers who
are deaf and hard-of-hearing to follow the dialog, or people who cannot understand the spoken dialogue
or who have accent recognition problems.
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For greater accessibility and compatibility with equipment like screen readers, use Kaltura’s 508
Compliant Player. For more information, see 508-Compliant Video Player .
Adding Captions to an Entry
Adding Captions to an Entry Workflow:
In the Upload tab, upload an entry.
Create a player and add content to the player.
Configure the player’s Subtitles and Transcriptions options.
Select an entry and add captions to the entry.
View the entry with the captions.
You can add multiple captions files to each entry. For example, you can create subtitles captions in
multiple languages and label each language.
To assign a caption file to an entry
Select the Content tab and click on an entry.
Select the Captions tab.
Click Add Another Caption.
Select the Type. Choose SRT or DXFP.
Paste an external URL in the File Location or click Upload File and upload an SRT or DFXP file
from your computer.
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Assign a Language to the caption from the drop down menu.
Enter a Label that will appear in the player’s captions drop-down menu. For example: Japanese.
In the Actions column click Set as Default.(optional use for multiple languages)
Select Add Another Caption to add additional captions files and repeat steps 4 to 7.
Click Save.
Editing a Captions File
After you upload a captions file you can edit the file, remove it, or set it as the default captions file.
To edit a captions file
Select the Content tab and click on an entry.
Select the Captions tab.
In the Actions column, click Download File.
Edit the file and then upload the file again as described in Adding Captions to an Entry.
Select Remove to delete the captions file.
Setting Up Captions for Display
You will need to enable captions in your player or select a player with captions already enabled.
To enable captions for display during playback
Go to the Studio tab, and select Player or Create New Player.
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Select a player and select Edit from the drop down menu.
In the Edit Player window, select the Features tab.
Scroll down and select Subtitles and Transcriptions.
Check one of the following:
Subply Component Uses the PlyMedia solution. For more information, see Plymedia on the
Kaltura Exchange site. Additional transcoding and captioning services can also be used. See the
Kaltura Exchange for more information.
Captions on video - The subtitles/captions will be displayed as an overlay at the bottom of the
video area. You can control the area where the captions will appear on the player.
Captions for accessibility Creates a dedicated area under the video area to display captions.
Check this option if you intend to use the 508 Player
Audio Description This option is associated solely with the 508 player. Check this option if
you intend to use audio description track.
.
Click Options to modify the text style and background. See Captions Options.
Click Apply.
Viewing an Entry with Captions in a Player
To view the captions in a player
Select the entry that you added the captions file to.
Click Preview and Embed.
In the Player window select the player to use to display this entry.
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Use the URL indicated in the View as a standalone page with this player.
The following is an example of an entry with 2 subtitle files where the default language is English.
Captions Options
The following lists the options you can use to customize your caption file display.
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Adding an Audio Description File to an Entry
Adding an Audio Description to an Entry Workflow:
In the Upload tab, upload an entry.
Create a 508 player and add content to the player.
Configure the player’s Subtitles and Transcriptions options.
Select an entry and assign an audio description file to the entry.
.Playback the Audio Track in a 508 Player.
To assign an audio description file to an entry
Select the Content tab and click on an entry.
Add a custom data field. See Adding Custom Data Fields.
Add a text field named “AudioFile”.
Select the Metadata tab.
Enter the value of the URL of the audio file.
Click Save.
Playback the Audio Track in a 508 Player
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After you configure the player and upload the audio file you can hear the playback.
To playback the audio file
Select the entry that you added the audio file to.
Click Preview and Embed.
Select the 508 Player.
Click AD to On.
Press Play.
The following is an example of an entry with the Audio Description turned on.
Live Streaming
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CHAPTER 13
Live Streaming
This section contains the following topics:
Live Streaming Using the KMC
Workflow for Setting up Live Streaming
Live Streaming Using the KMC
Kaltura’s Live Streaming solution is the easiest and most cost effective way to incorporate live streaming
video into your website or application. Backed by world-class data centers, and fault tolerant software
architecture, Kaltura is able to provide the reliability and capacity necessary to handle encoders that are
supported by Akamai.
You can broadcast live streams through a Content Delivery Network (CDN) such as Akamai, through the
KMC. The encoding software installed (such as FMLE) encodes your real-time camera signal and sends it
out through a secure RTMP connection to the CDN. Then, using a Kaltura Player, you can embed the live
broadcast in your websites. You can set the live stream entry metadata and specify broadcasting settings
in the KMC in the same way VOD content is managed.
By using a CDN for live streaming, you guarantee a better experience for your viewers world-wide.
NOTE: In the Kaltura SaaS Edition, Live Streaming is an additional service. To add Live
Streaming to your account, contact your Account Manager.
In Kaltura Community Edition, Live Streaming requires a Flash Streaming Server software
installed such as Adobe FMS, Red5 and Wowza or alternatively, an Akamai CDN account.
To enable live streaming for your account
Contact us or call +1-800-871-5224
After your account is enabled you can set up Kaltura’s Live Streaming service.
Digital Video Recorder (DVR)
The DVR feature allows you to seek back up to 30 minutes into the stream, when seeking into the video
when you are in DVR mode. Seeking forward is also available. When dragging the scrubber all the way to
the right, the video showing is synced with the live stream.
Workflow for Setting up Live Streaming
This section describes how to set up the KMC, the encoder, and a device for the live streaming service.
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Set up the Hardware and Software.
Create a Live Streaming Entry in the KMC.
Configure the Live Streaming Parameters in the KMC
Set up the Broadcasting Computer.
View the Broadcasting Setup (optional).
Setting up the Hardware and Software
To set up the hardware and software for live streaming
Download the Flash Media Live Encoder (FMLE) from here.
Install the FMLE on your local Windows machine.
NOTE: Be certain that your system has the minimum requirements. See
http://www.adobe.com/products/flashmediaserver/flashmediaencoder/systemreqs/ for details.
Connect your camera to the installed computer.
Creating a Live Streaming Entry in the KMC
To create a live stream entry in the KMC
Login into the KMC and go to the Upload tab.
Select Live Stream Entry.
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The Add New Stream window appears.
Select the Live Stream Type.
The following Live Stream types are available:
Universal Streaming, Flash and Mobile (HDS/HLS) - Supports both flash HDS (Adobe HTTP
Dynamic Streaming) and HLS (Apple HTTP Live Streaming) from a single ingested stream.
Akamai universal live streaming also supports DVR functionality that allows you to seek back in
time within the live stream window. The default DVR window is 30 minutes. Contact Kaltura for
more information.
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Legacy Flash Streaming (RTMP) - Delivers live content as an RTMP stream. RTMP is limited to
only desktop Flash and does not support DVR. We recommend migrating live streams to
“Universal Streaming”.
Manual Live Stream URLs - Allows you to associate custom live end user URLs with a Kaltura
entry. This option is useful if you are using a 3rd party to provision and broadcast a live stream.
Fill in the required values and click Save. The required fields depend on the Live Stream Type
you select. An indication is displayed when required fields are not populated.
The following are the Required / Optional fields for Universal Streaming Flash and Mobile
(HDS / HLS ) and Legacy Flash Streaming only (RTMP)
Field
Description
Name
Required, minimum 5 characters. The name of the stream that will
appear in the KMC entries list.
Description
A description of the stream (Optional).
Primary encoder IP
Required, must match “ip” format (can be IP6) The public address that
will be used for streaming (the computer where the client encoder, for
example Adobe FMLE is installed).
Note: your IP address can be retrieved by browsing from the computer
where the FMLE is installed to http://www.whatismyip.com/ 0.0.0.0
cannot be used as your IP address.
Secondary encoder IP
Required (can be the same as primary). If you are using two encoders
(for redundancy), fill in the secondary encoder IP. If you are using a
single encoder, copy the Primary encoder IP to the Secondary
encoder IP field.
Broadcasting password
(Optional) This password is required in the client encoder (FMLE)
software. If you do not enter a password the system will automatically
create one for you and it will be displayed in the Live Stream tab of the
entry details window under “Broadcasting credentials”.
NOTE: When using Kaltura’s SaaS edition, Kaltura will provision your new Live Stream
with the CDN (for example, Akamai). The CDN will then populate the information about
the new Live Stream to the CDN’s servers. This may incur up to a 20 minute delay, for the
stream to become available for broadcasting. You should always provision your Live
Stream ahead of time, and be certain that you have at least 20 minutes lead time to going
live.
Kaltura's uses Akamai as the default CDN. You can also use a CDN other than Akamai, however,
you will have to provision the stream via the CDN portal, or through technical support, and then
ask Kaltura Support to create a live stream entry pointing to the provisioned stream.
The following are the Required / Optional fields for the Manual Live Stream URLs stream type.
Field
Description
Name
Required, minimum 5 characters. The name of the stream that will
appear in the KMC entries list.
Description
A description of the stream (Optional).
Live Flash HDS stream URL
Required, type URL
Live Mobile HLS stream
Optional type URL.
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URL
Click Create Live Stream. A message is displayed that your live stream has been created
successfully and make take up to 20 minutes to display.
Configure the live stream parameters in the KMC.
Multiple Bitrate Encoding
To maintain the best possible viewing experience and video quality, it is often necessary to stream
different versions of the encoded video to different clients using different devices and over variable
connection speeds.
Multiple Bit Rate (MBR) encoding is designed to adjust to fluctuations in bandwidth while maintaining an
acceptable quality. MBR combines several bit rates into a single encoded file. When the file is accessed,
the player determines the appropriate bit rate based on the available bandwidth, and then retrieves the
encoded file at the optimal bit rate. If the available bandwidth decreases for any reason, a stream at a
lower bit rate can then be served. With a lower bit rate, there is often a decrease in quality. See Video
Delivery Settings for more information.
Configuring the Live Stream Parameters in the KMC
To configure the live stream parameters
Go the Content tab in the KMC.
Click on the Live Stream Entry in the Entries table.
Select the Live Stream tab.
For the Legacy Flash Streaming only (RTMP) option:
a. Enter the bitrate configuration as instructed.
b. Click Save.
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For the Universal Streaming option: in the Live Stream Configuration section enter the following:
o HLS Stream URLEnter the hlsStreamUrl
o Akamai Stream ID Enter the externalStreamId
o DVR Status -- dvrStatus on/off Default is off.
o DVR Window listed in npt format hh:mm:ss of DVR window
For the Manual Live Stream URL option, the live stream tab within the KMC lists the live stream
URLs that were provided .
o HDS stream url {value}
o HLS stream Url {value}
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Set the MBR. (Optional)
a. When broadcasting with MBR the player will choose the most appropriate bitrate to
stream. Be certain that your client encoder is aligned with the same settings.
b. Determining the right bit rates for your Live Stream is generally dependent on the quality of
your video, the size of the player your viewers will use, the bandwidth your client encoder
computer has and the bandwidth of your viewers. It is common to have widths of 240, 360,
480, 720 and 1080 with HD content streaming. If you are broadcasting a webcam, it is
generally best to use the default KMC settings. To get professional assistance, please
contact Kaltura’s support.
Click Save.
Setting up the Broadcasting Computer
To set up the broadcasting computer
Connect your camera /recording device to the broadcasting computer.
Run the Adobe Flash Media Live Encoder (FMLE).
Select the relevant recording Device from the drop-down menu. Copy the details of the live entry
to the Flash Media Live Encoder. You can copy the details manually, or use the “Export XML to
FME” option.
a. Enter or copy the Primary URL in the FMS URL field, and the Backup URL in the
Secondary URL as configured in the KMC.
b. Enter the Stream Name as displayed in the KMC.
c. Enter the MBR settings if you have defined them. See Multiple Bitrate Encoding.
d. Use the Preset dropdown menu in the FMLE to select the MBR.
Enter the Bit Rates as configured in the KMC. If you select to Save to File, you must
append %i to the file name.
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NOTE: The Stream name is formatted for use with the FMLE. If you are using an encoder
other than FMLE, such as Wirecast, you will need to replace the "%i" with a "1". For
example, remove the % and replace the i with a 1 for the first stream or 2 if it is the
second stream and so on.
Click Connect.
Enter the Broadcasting credentials, (User Name and Password) as configured in the KMC Live
Stream tab and click OK. The system will prompt you twice for the Broadcasting credentials. Click
Start.
You are now broadcasting live.
When your broadcast is finished, click Stop.
Viewing the Broadcasting Setup (Optional)
To view the broadcasting setup
Return to the KMC and select the Content tab.
In the KMC Entries Table, click the Preview & Embed link for the live stream entry.
Select the player from the drop-down menu and copy the Embed Code.
Paste the Embed Code within an HTML page or short link URL created for this live stream.
Browse to the page where the embed code was inserted and press Play on the video player.
Advanced Live Streaming Configuration Options
There are multiple factors that can influence the video quality for live streaming. To receive good results
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you should optimize the settings based on your specific needs.
The following table can be used as a starting point for optimization and setup. A rough estimate is
provided for the different factors, based on the video dimensions.
Video
Dimensions
Bitrate
Required
(Mbps)
Camera
Requirements
FMLE HW
Requirements
Broadcaster
Uplink,
Viewer
Downlink
Requirements
(Mbps)
Throughput
example
for 1000
concurrent
viewers of
1 hour
broadcast
320x240
0.3
support frame
size &bitrate
Dual Core
2GB RAM
0.4
135 GB
640x480
1.4
Quad Core Xeon
3GB RAM
2
630 GB
1024x720
3.5
8 Core
Xeon
3GB RAM
5
1600 GB
For more information about setting up these parameters in the Flash Media Live Encoder, as well as
additional advanced configuration options, see the FMLE guide.
Content Authoring Tools
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CHAPTER 14
Content Authoring Tools
This section contains the following topics:
The Content Tab
Editing Entries
Entries Table
Clipping and Trimming Media Files
Choosing a Thumbnail for your Video
The Content Tab
The Content tab is used to manage your media library and provides all the tools you need, in one intuitive
interface. You can organize your content and metadata, easily search media, edit, moderate, create
playlists, and much more through the Content tab.
The Content Tab has the following tabs:
Entries Tab
Moderation Tab
Playlists Tab
Syndication Tab
Categories Tab
Entries Tab
Your first step in the KMC is to upload files to the Entries Table. See The Upload Tab.
After you upload content to the KMC you can perform various modifications to your content, for example,
categorize, clip, and create ads. However, the most logical thing you may want to do is to embed your
video into your website. See Preview and Embed.
Entries Table
The Entries Table lists the entries in your account and provides a way to edit the entry’s specific metadata
and settings. You can perform several actions on a specific entry or several entries simultaneously. To
choose multiple entries, check the boxes near the entry name and then, select Bulk Actions at bottom of
the list. You can search through entries; delete entries, preview entries as well as other actions.
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Use the Entries tab to perform the following actions on multiple entries:
Set Scheduling See Content Scheduling for applying scheduling to a single entry.
Set Access Control
Edit Tags
o Add Tags
o Remove Tags
Edit Categories
o Add Categories
o Remove Categories
Add to New Category Playlist
o Add to New Category
o Add to New Playlist
Change Owner
Download
Delete
Set Scheduling
Set specific scheduling parameters for your content.
To set a scheduling for an entry
Select the Content tab and then select the Entries tab.
Select an entry or multiple entries and select Bulk Actions on the bottom of the page.
Select Set Scheduling from the drop-down menu.
Enter the scheduling times that should be applied to the selected entries.
Click Apply to all Selected Entries.
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Set Access Control
Set access control permissions for your entries. (See Managing Access Control Profiles for more details).
To set access control permissions for entries
Select the Content tab and then select the Entries tab.
Select an entry or multiple entries and select Bulk Actions on the bottom of the page.
Select Set Access Control from the drop-down menu.
Select the access control profile that should be applied to the selected entries or click Add Profile
to create a profile. See Creating an Access Profile.
Click Apply to all Selected Entries.
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Edit - Add Tags to and Entry
You can add tags to entries in the KMC that will propagate to other applications.
To add tags to an entry
Select the Content tab and then select the Entries tab.
Select an entry or multiple entries and select Bulk Actions on the bottom of the page.
Select Add Tags from the drop-down menu.
Enter tags to append to all selected entries.
Click Save Changes.
Edit - Remove Tags from an Entry
You can remove tags from entries in the KMC. Removal will propagate to other applications.
To remove tags from an entry
Select the Content tab and then select the Entries tab.
Select an entry or multiple entries and select Bulk Actions on the bottom of the page.
Select Remove Tags from the drop-down menu.
Enter tags to append to all selected entries.
Click Save Changes.
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Edit - Add Categories
You can add categories to entries in the KMC that will propagate to other applications.
To add categories to an entry
Select the Content tab and then select the Entries tab.
Select an entry or multiple entries and select Bulk Actions on the bottom of the page.
Select Add Categories from the drop-down menu.
Select or search for a category to apply to all the selected entries.
Click Apply.
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Edit - Remove Categories
You can remove categories from entries in the KMC. Removal will propagate to other applications.
To remove categories from an entry
Select the Content tab and then select the Entries tab.
Select an entry or multiple entries and select Bulk Actions on the bottom of the page.
Select Remove Categories from the drop-down menu.
Check the categories to remove from the all selected entries.
Click Apply.
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Add to New Category
You can select multiple entries in the