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SelenioFlex™ File

Version 2.10.0

August 2015

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© 2015 Imagine Communications Corp. Proprietary and Confidential. Version 2.10.0 | Page 2

Publication Information

© 2015 Imagine Communications Corp. Proprietary and Confidential.

Imagine Communications considers this document and its contents to be proprietary and confidential. Except for making a reasonable number of copies for your own internal use, you may not reproduce this publication, or any part thereof, in any form, by any method, for any purpose, or in any language other than English without the written consent of Imagine Communications. All others uses are illegal. This publication is designed to assist in the use of the product as it exists on the date of publication of this manual, and may not reflect the product at the current time or an unknown time in the future. This publication does not in any way warrant description accuracy or guarantee the use for the product to which it refers. Imagine Communications reserves the right, without notice to make such changes in equipment, design, specifications, components, or documentation as progress may warrant to improve the performance of the product.

Trademarks

SelenioFlex, SelenioFlex File, SelenioFlex Live Manager and Zenium are trademarks or trade names of Imagine Communications or its subsidiaries.

Microsoft® and Windows® are registered trademarks of Microsoft Corporation. All other trademarks and trade names are the property of their respective companies.

Contact Information

Imagine Communications has office locations around the world. For domestic and international location and contact information, visit our Contact page

(http://www.imaginecommunications.com/company/contact-us.aspx).

Support Contact Information

For domestic and international support contact information see:

• Support Contacts (http://www.imaginecommunications.com/services/customer-care.aspx) • eCustomer Portal (http://support.imaginecommunications.com)

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© 2015 Imagine Communications Corp. Proprietary and Confidential. Version 2.10.0 | Page 3

Contents

SelenioFlex File Overview ... 8

Features ... 8

SelenioFlex File System ... 8

Installation ... 10

System Requirements ... 10

Installation Overview ... 11

SFX-File Manager Setup with No Backup Manager ... 11

SFX-File Manager Setup with a Backup Manager ... 11

Before Running the SFX-File Installer ... 12

Before Installing the Management or Agent Software ... 12

License Server Installation for a Redundant Setup ... 13

Additional Instructions for a Redundant License Server Setup ... 16

The License Server Console ... 16

The SelenioFlex File Installer (Windows OS) ... 17

Manager Install ... 17

Console Install ... 18

Transcode Host System for Stream Engines ... 19

Transcode Host System for Zenium Engines ... 19

Configuration Wizard... 19

License Server ... 20

System Address ... 21

SelenioFlex File Domain Name ... 21

SelenioFlex File Manager Security ... 21

Discovery Method ... 22

Database ... 22

Backup Manager ... 24

SelenioFlex File Manager... 24

SNMP Monitoring ... 25

Stream Server ... 25

Zenium Server ... 25

Zenium Plugins ... 25

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Managing the Services ... 27

Licensing ... 32

Licensing for Zenium Engines ... 33

Licensing for Stream Engines... 33

Additional Installation Notes ... 34

Networking ... 34

Firewalls and Network Ports ... 34

Paths and Permissions for Output and Watch Folders ... 34

Upgrading SelenioFlex File Software ... 35

The License Server as of Version 2.6 ... 35

Installing New Builds on the SFX-File System ... 35

Installing New Builds on Transcode Host Systems ... 35

Getting Started ... 36

Create the Zenium Blueprint or Stream Project ... 36

Launch the SFX-File Console ... 36

Resources and Groups ... 36

Creating a Watch Folder ... 37

Output Files and Assets ... 38

Monitoring Transcode Tasks ... 38

Zenium Transcode Blueprints ... 39

Transcode Blueprint Creation Overview ... 39

Launch Zenium Designer ... 40

Zenium Blueprint, Graph and Component Basics ... 41

Blueprint Properties ... 43

Expression Editor ... 46

Exposing Component Properties ... 46

Exposing Entire Property Groups ... 47

Set the Input ... 47

Single Source Files ... 47

Transcode Requests ... 49

Clip Lists (Multiple Input Files) ... 49

Create a Clip List XML file ... 50

Primary Source File ... 52

Extended Clip List ... 52

Create the Processing Portion of the Graph ... 53

Set the Output ... 54

Assets... 56

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Save the Blueprint ... 58

Submitting Directly to SelenioFlex File ... 58

Additional Information ... 59

Stream Projects for SelenioFlex File ... 60

Creating a Stream Project ... 60

Create or Add Codec Profile(s) ... 60

Select Input Type ... 61

Add Plugins ... 61

Select Output Settings ... 61

Save the Project ... 62

More Information about Stream Software ... 62

Using SelenioFlex File ... 63

Connect to the SFX-File Manager ... 63

Zenium Plugins Repository ... 63

Adding or Sync'ing Plugins ... 64

Summary ... 66

Agents ... 67

For Agent Systems with Zenium Engines ... 67

For Agent Systems with Stream Engines ... 68

For All Agent Systems ... 69

Agent System Monitor ... 69

Resources ... 69

Groups ... 72

Groups Running Engines in a 32-bit Environment ... 73

Stream Transcode Groups and Licensing ... 73

Using the Schedule to Move Resources ... 73

Groups and Watch Folders ... 74

Watch Folders ... 74

Standard Features for Watch Folders ... 75

Advanced Options for Zenium Watch Folders ... 76

Advanced Options for Stream Watch Folders ... 76

Submitting Clip Lists to Watch Folders ... 78

Transcode Tasks ... 79

Queues ... 79

Tasks ... 80

Purging Transcode Tasks from the Database ... 80

Managed Files ... 80

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Licenses ... 82

Schedule ... 83

Network Monitor ... 83

Jobs ... 84

Using Quality Control Servers ... 85

Setting Up the QC Server ... 85

Adding a QC Server to a Watch Folder ... 86

Testing Your Setup ... 86

Remote Software Upgrades ... 86

SNMP Monitoring ... 88

Advanced User Security ... 89

SelenioFlex File Feature Chart ... 93

Installing and Configuring Third Party Databases ... 95

PostgreSQL 8 ... 95

Install PostgreSQL 8 ... 95

Configure PostgreSQL 8 ... 96

Configure the Server ... 97

Confirm Connectivity to the Database ... 97

Automatic Index Creation ... 98

Backup the Database ... 98

Oracle 10g ... 98

Oracle Requirements ... 98

Configure SFX-File Manager ... 99

Automatic Index Creation ... 99

Backup the Database ... 99

Microsoft SQL Server 2005 ... 99

SQL Server 2005 Requirements ... 100

Configure SFX-File Manager ... 100

Automatic Index Creation ... 100

Backup the Database ... 100

Troubleshooting ... 101

SelenioFlex File Manager ... 101

Network Issues ... 102

Remote Software Upgrade Issues ... 103

Additional Operating System Considerations... 103

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SelenioFlex File Overview

Features

SelenioFlex File (SFX-File) allows you to manage transcoding tasks across a network of transcoding host systems. Each transcoding host system includes a SFX-File Agent, which is in constant communication with the SFX-File Manager system. When a transcode task is submitted to SFX-File, the Manager uses the information from the Agents to find a suitable resource to run the task. It then dispatches the task to the Agent host system. The Agent communicates the state of the task and of the resource back to the Manager.

SelenioFlex File features:

• automatically assigns tasks to Agent host systems • monitors the status of all transcoding tasks

• provides detailed information for each transcode task • automatically fails-over a transcode task if a system fails • generates alerts based on user defined criteria

• provides access to the SFX-File Manager system from Console software. Console software can be installed on any system on the network.

• optional security feature, with 4 pre-defined roles

SelenioFlex File System

The SFX-File system consists of:

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• Transcode Engines: An engine is the software which runs transcoding tasks on the Transcoding host systems. Each transcode task is defined using either a Stream project or a Zenium Transcode Blueprint. SFX-File can use both Zenium and Stream engines.

A Zenium engine is a running instance of Zenium. Each Zenium engine is started by the Zenium Server Service only when it receives a Zenium transcode task. Multiple Zenium engines can be running on one host.

Unlike Zenium engines, Stream engines are constantly running. When the Stream Server Service receives a Stream transcode task, it sends the task to the running Stream engine for processing. Multiple Stream engines can be running on one host.

Transcode engines should not be installed on the SFX-File Manager system (for performance reasons).

• SFX-File Agent: The Agent is installed on the transcode hosts, and acts as a communication conduit between the Stream or Zenium service and the SFX-File Manager. The Agent is constantly in communication with the Manager, reporting on the state of the engines.

• SFX-File Console: The Console is the user interface for the SFX-File Manager. It is used to create resource groups and watch folders, and to monitor the state of tasks and resources.

The Console software can be installed on any system in the network, and is unlicensed software. The Console can also be used to launch the Zenium Designer, pulling the required plugins from the Zenium Repository Server. Note that the Zenium Designer is licensed software.

• Zenium Repository Server: Zenium plugin packages are stored in Zenium Repositories. The plugin packages contain the Zenium components used in transcoding tasks as well as the Zenium Designer and Zenium Framework plugins.

Transcode host systems include a Zenium Server service. This service communicates with the Zenium Repository Server to acquire the plugin packages needed by the Zenium engine's transcode tasks.

When the Console application is used to launch the Zenium Designer, the Console can also communicate with the Zenium Repo to pull the required plugins.

The Zenium Repository Server is normally installed on the same host system as the SFX-File

Manager. If a Primary and a Backup SFX-File Manager are installed, then normally a Repo would also be installed on the Primary and Backup SFX-File Manager systems.

• Imagine Communications License Server: The License Server controls the authorization of the SFX-File Manager, Zenium Server, Zenium Designer, and the Zenium components contained in Zenium plugin packages.

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Installation

System Requirements

Operating system: Windows 7, Windows 2008 Server, or Windows Server 2012, 64-bit versions ONLY

(the 32-bit version of the OS is not supported).

If you are installing on system that is running Windows Server 2012 please see the Server 2012 section below.

For systems which will run Zenium Engines or the Zenium Designer:

• For Zenium plugins a 64-bit OS with a minimum of 6 GB of RAM is required (8 GB of RAM or more is recommended).

• For Windows Server 2008 or 2012 the Desktop Experience must be installed on systems which will run the Zenium Designer.

• For Windows Server 2008 or 2012 set the Processor Scheduling to "Programs" for good encoding performance.

SFX-File Manager system: The Transcode Manager server is used for messaging beteween Transcode

Engines (resources) and to access the database. A multi-core CPU and/or faster CPU is recommended for SFX-File Manager when you expect a high throughput of files (more than 4 source files per minute), or with many Transcode Engines (resources) to manage (more than 10).

For normal operation do not install Transcode Engine software on the same system as the SFX-File Manager system (for performance issues)

Transcode host systems: The speed of the transcode tasks will be directly affected by the

speed/number of the host system's CPUs. The faster your Transcode Engine’s CPU, the faster your transcode times will be. Note that some encoders can use multiple cores efficiently, while others cannot. Encoders are updated on a regular basis, so check with Imagine Communications Support if you have a question about a specific encoder and its ability to use multiple cores.

Windows UAC (user account control)

Disable the Windows UAC (user account control) before installing the software. Keep the UAC off when using the software. There is a Disable_UAC.zip file to assist with this, available for download in the same location as the SelenioFlex File software download.

Installing on a system running Windows Server 2012

The software will only install for a local/domain admin user. In order to run the installer the user must explicitly right click on the installer msi file and choose "Install as administrator".

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On a Server 2012 system the SelenioFlex Console and Configuration Wizard also need to be run as administrator for full functionality. In particular, if not run as admin:

• Console: log files will not be created.

• Config Wizard: the config wizard will not be able to set the services. Reading the HASP will also not work.

Installation Overview

The number of host system required for a SelenioFlex File Manager setup will vary, depending on the backup/redundancy schemes that are required.

SFX-File Manager Setup with No Backup Manager

For the simplest setup one system can be dedicated to the SFX-File Manager software and related non-transcoding software. This management system can include:

• SFX-File Manager • License Server

• Zenium Support and Plugins Repo

• Database used by the SFX-File Manager (by default, PostgreSQL).

SFX-File Manager Setup with a Backup Manager

When a SFX-File Backup Manager is required at least three systems will be required for the management, licensing and database software as follows:

1. Primary SFX-File Manager System:

 Primary SFX-File Manager

 License Server 1

 Zenium Support and Plugins Repo 2. Backup SFX-File Manager System:

 Backup SFX-File Manager

 License Server 2

 Zenium Support and Plugins Repo (sync'ed with the Repo on the primary system) 3. Primary SFX-File Database System:

 Database used by both SFX-File Manager Primary and Backup. The database should also be backed up independently.

 License Server 3

Database: For a setup with a backup Manager, the database used by the Manager is installed on

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update its status, then the backup Manager will take over until the primary Manager comes online again and updates its status.

Zenium Repo: When setting up a primary and backup Manager each system requires its own Zenium

Repo Server installed on the same system as the Manager, and each Repo should have the same partitions with the same versions of the plugins available. The Repo will need to be manually sync'ed each time the primary Repo is updated, so that both Repos have the same versions of the plugins available.

License Server: The redundant License Server setup requires three systems, each with its own Hasp.

Two of the three systems must be up and running for an active License Server to be enabled. There is no "primary" license server, instead one is considered "active" and the other two are on standby.

Engines: Transcode Engine host systems should be installed on separate systems from the Management

systems. This is for performance reasons, as a transcoding job will attempt to use all of the system's CPU resources for the fastest transcoding results.

Before Running the SFX-File Installer

• If you are upgrading from Version 2.5 or earlier then you must uninstall the previously installed Imagine Communications License Server before installing the new version.

• If you are updating from a previous installation that used PostgreSQL 8, and you do plan to use the default PostgreSQL 9 database that is included with the SFX-File installer, then first change the port

that is being used by PostgreSQL 8 from the default port (5432) to a different port. That way the

PostgreSQL 9 database that will be installed can use the default port, making setup and subsequent upgrades simpler.

The port that is being used can be changed by editing the postgresql.conf file (found in the

PostgreSQL data folder). After changing the port number in the config file the Postgres service must be restarted.

If you install PostgreSQL 9 without changing the PostgreSQL 8 port, then it will be installed using a different port (normally by incrementing the default port number by 1). If that occurs it is possible to use the non-default port by specifying it in the JDBC URL when using the SFX-File Config Wizard, for example if port 5433 was used, jdbc:postgresql://localhost:5433/SFX.

• If you will be using Zenium Engines you will be able to import the required Zenium Plugins from the Imagine Communications Public Repo or from a zip file. If you plan to use a zip file then download the Zenium Plugins to a drive which is accessible from the system where you will be installing the Zenium Repository Server (normally the same system as the SFX-File Manager).

• If you will be using Stream Engines then use the Stream installer to install the software on the Transcode host systems. Note that a Stream install includes 2 msi files: a side-by-side installer and a Stream application installer.

Before Installing the Management or Agent Software

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For a SFX-File Manager Setup with a Backup Manager and a Redundant License Server:

• Install the default PostgreSQL database on a different system from the SFX-File Manager. Run the SFX-File installer with the Custom Setup option to install just the default PostgreSQL 9 database

before you install the other SFX-File components.

In this case the default username and password will be the PostgreSQL default of postgres. Do not change the default username and password set by the installer.

When you later install the SFX-File Manager, and run the SFX-File Configuration Wizard on the Manager system, the Config Wizard will configure the remote PostgreSQL 9 database for use with SFX-File, and it will set the username and password to SFX for the SFX-File database.

If you are using another supported database, configure it according to the instructions on page . • Use the SFX-File installer to install the license server on 3 systems. Obtain the license package and

load the redundant license package before installing the Management or Agent software.

License Server Installation for a Redundant Setup

Obtain the three required Imagine Communications License Server HASPs before you begin the installation. You can also register your product using the "main" HASP ID before you begin the installation, or as a step during the installation, using the Configuration Wizard.

When you use the SelenioFlex File installer to install the "Manager" you will automatically install a License Server as well. For a Redundant Setup you will also have to use the SelenioFlex File installer to install a License Server on a third system (normally the system that also hosts the database).

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To obtain your license package using the Config Wizard

Click the Read HASP ID button and then click the "Click here to register" link to go to the Product Registration page with your HASP ID filled in. Enter the required information and then click the Submit Registration button. Your license package will be emailed to the email address you specified on the registration form.

If the system you are using cannot connect to the internet, you can use this URL

http://bos.digitalrapids.com:13080/regsys/Support_Registration.php to register your product.

Loading the License Package

Click the "Click here to launch the License Server Console" link. You will be asked to provide a password. The default password is "password".

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Additional Instructions for a Redundant License Server Setup

When you load a license package for a redundant license server setup, you will see a message telling you that "Backup License Servers must be configured". A "Configure Backup Servers" button will also appear below the "Load" button. Click the "Configure Backup Servers" button.

Enter the IP addresses or host name of all three systems which are hosting the license servers, then click the Update Servers button. The license package will then be pushed to the other two license server systems, and information about all three license servers will be pushed to the applications which contact the active license server.

One of the three license servers will be the currently "active" license server. If the active license server can no longer be contacted, then one of the remaining two license servers will become the active license server. That is, there is no "primary/backup" role as there is with the SFX-File Manager, all of the license servers have equal status, and any of them can take over the "active" server role. At least two of the three license servers must be online in order for one of them to be an "active" license server.

Once the three license servers have come on line you can use the License Server Console to access the Backup Servers page to check the status of the three license servers.

The License Server Console

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Note that the "License Server" has been installed as a Windows service running on your system. Should you ever need to restart this service you can launch the "License Server Console" and click on the "Restart Server" button. You can also start and stop this service by launching the Windows Control Panel (Start > Settings > Control Panel), double clicking on Administrative Tools, double clicking on Services, then scrolling down the list of services to the DRC License Server service.

The SelenioFlex File Installer (Windows OS)

The installer has different options depending on which component you are currently installing.

Manager Install

This option installs the services necessary to run the SFX-File Manager. It also installs the default PostgreSQL database, the Zenium Plugins Repo Server and the License Server. If you do not want to install all of these applications on the same system then use the Custom option instead of the Manager option.

Normally Transcode Engines will not be hosted on the same system as the SFX-File Manager due to potential performance issues. Therefore, normally the Agent software will not be installed on the system hosting the Manager.

If you are using the Custom Setup option for a Manager install, select the following: • Console (optional, but recommended)

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• SelenioFlex File Manager

• PostgreSQL (only for a non-redundant setup)

• Zenium Support (required if you plan to use Zenium Engines)

• Zenium Plugins Repo Server (required if you plan to use Zenium Engines) • License Server

• Documentation (optional, but recommended)

Console Install

This option installs the application which provides the user interface for communicating with the SFX-File Manager to setup and monitor jobs. It can be installed on any system which will be used to access the Manager.

The Console can also be used to launch the Zenium Designer. When the Zenium Designer is launched from the Console it will communicate with the Zenium Plugins Repo Server installed on the Manager system and it will pull the required plugins to the system running the Console.

The Console does not require a license to run, however the Zenium Designer does require a license to run.

To install the console run the installer and select the Console option or select the Custom option and select the following in the Custom Setup:

• Console

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Transcode Host System for Stream Engines

This option installs the services used by the Transcoding host systems to communicate with the SFX-File Manager and the local engines. Note that for Stream Engines, the Stream Server service is installed with the Stream software install, not with the SelenioFlex File Agent install.

• Install the Side-by-Side (named DRHwAPISharedSxs_version.msi) before installing the Stream software.

• Install the Stream software before installing the Agent. The Stream software installer will also install the Stream Server service.

• Install any media players required by Stream for your codecs. (for example, the QuickTime player is required when using QuickTime source files or output codecs).

Run the SFX-File Installer and either select the Agent option, or select the Custom option. For the Custom Setup select the following:

• Agent

The Agent install will also install the Agent Monitor application. This application can be used to show the status of the Resources on the local host system.

Transcode Host System for Zenium Engines

This option installs the services used by the Transcoding host systems to communicate with the SFX-File Manager and the local engines. It also installs a local Zenium Plugins Repo Server and a Zenium Server which is used to communicate with the Manager’s Zenium Plugins Repo Server in order to acquire plugins for the local Zenium Engines.

Run the installer and either select the Agent option, or select the Custom option. For the Custom Setup select the following:

• Agent

• Zenium Support • Zenium Plugins Repo

The Agent install will also install the Agent Monitor application. This application can be used to show the status of the Resources on the local host system.

You must also install any media players required by Zenium for your codecs. For example, the QuickTime player is required when using QuickTime source files or some mov outputs.

Configuration Wizard

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The Configuration Wizard has several steps. Different steps will be shown depending on which components you installed.

License Server

If this is a new install you will need to register your product using your HASP ID. You can use the "Click here to register" to take you to the product registration page. Once you have received your license package you can use the "click here to launch the License Server Console" link. You will be asked to provide a password. The default password is password. Use the License Server Console to browse to your license package, and then to load the license package.

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Enter the License Server IP address. Do not use "localhost" even if your license server is on the same system as the SFX-File Manager, as your remote Transcode Host systems will not be able to find the License Server without the IP address.

Enter the License Server Port. Normally you will not change this from the default value of 15000. If you need to change this port then your license package will also need to be modified by Imagine

Communications Support.

Click the Test button to verify the connection to the License Server before moving on.

System Address

The System Address is the address used to identify the system during SFX-File communications. SFX-File uses the RMI (Remote Method Invocation) address. The options are:

• IP Address. This can be used for systems with a single IP address (e.g., systems with a single network card). If you have more than one IP address assigned to the system (for example, if you have more than one network adapter active in the system) you should not use this option, since any of the active addresses could be picked up, even if they are not the appropriate address.

• Local hostname. This can be used if your network is configured so that machines can be contacted by name.

• Specify a hostname or IP address. Note that if you choose this option and you do specify the

hostname/IP address, and at a later date the machine’s address is changed, then SFX-File will not be able to communicate with that system until the Config Wizard is re-run, and the new address is supplied.

• Specify network interface. Select your network interface, and whether or not to use IPv6.

SelenioFlex File Domain Name

This Domain name setting is not related to the Windows domain name.

Managers that use a particular SFX-File Domain setting will only be able to control Transcode Resources whose Agent uses the same SFX-File Domain name. This will be useful if you intend to set up more than one SFX-File Manager, each with their own Transcode Resources under their exclusive control. For example, you may want to set up one domain for testing, and a second domain for your day-to-day operations. By giving each Manager/resources group its own domain, they will be isolated from each other.

SelenioFlex File Manager Security

SFX-File includes optional Manager security which requires users who attempt to connect to the

Manager using the Console to log on with a user name and password. There are 4 pre-defined roles that limit the amount of access that each user has to the Manager. Users with Administrative rights can assign each user a role.

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Discovery Method

The Agents, Consoles and backup Managers use a discovery mechanism to find the SFX-File Managers on the network. By default a multicast method is used.

If the multicast method is not supported on your network, you may specify a unicast list of the SFX-File Managers that can communicate with this system.

Database

The settings at the top of the Database page provides the information that the SFX-File Manager needs to communicate with the database.

The default database that is installed by the SFX-File installer is PostgreSQL 9. If you installed this database on the same system as your SFX-File Manager then you can use the defaults provided and the Config Wizard will automatically configure the database.

New Installation: If this is a new installation, then you should click the Test button. This Test will fail, but

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Click the "Create New Database" button to create a new database using the credentials in the

Configuration Wizard (by default: Username and Password are SFXF). After a few seconds you will see a message: Successfully created new database SFXF. If you click the Test button again after this step the test should succeed.

Database on a different system: If you installed the database on a different system than the SFX-File

Manager, then you will need to modify the JDBC URL to point to the host system (that is, change localhost to the address of the system hosting the PostgreSQL server, and if the port is not the default port of 5432 then also specify the port, for example, jdbc:postgresql://192.168.0.155:5433/SFXF).

Different Database: If you installed a different database, then you have to install and configure it before

you can use the SFX-File Configuration Wizard. Select the type of database from the drop-down list and provide the JBDC URL, the Username and the Password.

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Database Migration: If you previously installed SFX-File and you were using another database you can

migrate your SFX-File settings from the previous database to the newly installed database. This will migrate settings such as watch folder settings, group settings, server managed files locations, QC settings, etc. It will not migrate historic job data. Please backup your source database before you start

the migration.

In the "Migrate Settings" section click the "Select" link. Use the drop-down to select the database you are migrating the data from, enter the JDBC URL of the source database, and the Username and Password (if the source database used a Username and Password).

Backup Manager

If the loaded license package includes the option to use a Backup SFX-File Manager you will have access to the Backup Manager configuration page. If the system that you are currently setting up is the SFX-File backup Manager, then enable this option. This backup Manager will automatically take over all

management functions if the primary SFX-File Manager fails for any reason. (If the system that you are currently setting up is the primary Manager, then do not enable this option.)

The active Manager (normally the primary Manager) updates its health status in the database approximately every minute. The backup Manager watches the database for the health of the active Manager. If the active Manager does not update the database with a "healthy" status, then after a few minutes the backup Manager will take over all management functions, becoming the active Manager. If the primary Manager then comes back on line and updates the database with a "healthy" status, then the management functions will be taken over by the primary Manager again.

The backup Manager must have access to the same database as the primary Manager. Therefore, if you are setting up a primary/backup Manager installation, you should not install the database on the same system as the primary Manager or the backup Manager. Set the same database JDBC URL when you are configuring the backup Manager and the primary Manager.

If you will be managing Zenium Engines then the Backup Manager must also have access to a Zenium Repo with the same plugins as the primary Manager.

SelenioFlex File Manager

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with read/write access to any network file shares to be used as watch folders or for other required files, such as projects, source media or output directories.

SNMP Monitoring

If you plan to use SNMP (Simple Network Management Protocol) to monitor your SFX-File Manager system, then you will need to enable and configure this component.

If you would like to use an HTML Adaptor to use an html browser to monitor SNMP variables, then you can enable this component and set a port.

Stream Server

The Stream Server runs as a service on the Agent Host systems which have Stream resources. For resource systems the startup type should be set to automatic, and you should enable the Edit checkbox and change the Account from the default LocalSystem to an Account name and password that has full administrative rights on the system, with read/write access to any network file shares to be used as watch folders or for other required files, such as projects, source media or output directories.

Zenium Server

The Zenium Server runs as a service on the Agent Host systems which have Zenium resources. For resource systems the startup type should be set to automatic, and you should enable the Edit checkbox and change the Account from the default LocalSystem to an Account name and password that has full administrative rights on the system, with read/write access to any network file shares to be used as watch folders or for other required files, such as blueprints, source media or output directories.

Zenium Plugins

Zenium Plugins are required by Agent Host systems which will have Zenium resources, and also by systems which will run the Zenium Designer to create Transcode Blueprints.

The SFX-File installer does not include any Zenium Plugins. The Configuration Wizard provides two methods of importing plugins.

Import from Repo:

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Once you have connected you will be able to choose which remote partition you want to use as the source of your plugins. Click the Import button in the lower left to import the plugins to the default partition of your local repo.

If you do not want to import plugins to the default partition of your local repo, then skip this step in the Configuration Wizard and import plugins to the Repo after you have finished the installation, by using the SFX-File Console to access the local Zenium Repo Browser.

Import from File(s):

You can download the latest plugins as a zip file from the Imagine Communications web site. You can then import the plugins from the zip file. Click the Import button and the plugins will be imported. This will take a few seconds per plugin.

After plugins have been imported into the Zenium Repo on the Management system, they will be pulled by the Agent Host systems automatically, so you do not need to install them on each Agent Host system.

Installation Information

The final page is a list of additional steps you should take after the software has been installed. All machines should have proper Network Time synchronization.

1. Recommended: Ensure systems have their Firewalls turned OFF.

This setting can be found in Control Panel > System and Security > Windows Firewall.

Note: If it is not possible to turn off the Firewall then you must open the ports required by the application. For a list of the default ports used by the application see Network (see "Network Ports" on page 105).

2. Disable Windows Automatic Update installation (it can reboot the machine).

This setting can be found in Control Panel > System and Security > Windows Update.

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4. Disable Windows User Account Control (UAC).

This setting can be found in Control Panel > System and Security > Action Center > Change User Account Control settings. Move the slider to "Never notify".

Use UNC paths (e.g., \\hostname\dir\file) for watch folders and output files.

When you finish the final step, if you changed any of the service settings (e.g., username and password) you will be asked if you want to start/restart the services that changed. This is necessary in order to use the new settings, so select Yes.

On Agent systems the Imagine Communications Agent Monitor will also be installed. Until you finish configuring the services the Monitor will not be able to contact the Agent, but once you have set up the services correctly the Agent Monitor should automatically detect your resources and show their status. (Zenium resources will also have to be added to each Agent system using the SFX-File Console before they will be shown by the Agent Monitor.)

Managing the Services

Normally you will set up the required services using the Configuration Wizard as part of the installation process. This section describes how to check on the installed services, and manually change them if needed.

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If the SFX-File Manager is installed and configured you will see the following Services with their status set to "started" and startup type set to "automatic":

DRC Kayak Server DRC RMI Registry Jini Services

SelenioFlex File Manager

postgresql-9.2 – PostgreSQL Server (if you installed the default database on the system) If you installed the Imagine Communications License Server on this system, then you will also see:

DRC License Server

If you installed the Zenium Plugins Repo Server on this system, then you will also see: DRC Kayak Plugins Repo Server (required if Zenium Engines will be used)

If the Agent and Transcode software is installed and configured on the transcode host system you will see the following Services with the status set to "started" and startup type set to "automatic":

SelenioFlex File Agent DRC RMI Registry

DRC Kayak Server (required if Zenium Engines will be used) DRC Stream Server (required if Stream Engines will be used) DRC Hypersonic (required if Stream Engines will be used)

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If you need to change the Log On information, you can run the SFX-File Configuration Wizard again at any time. Alternatively, you can find the service entry and double click on it to open the Properties panel for that service.

On the Log On tab, Select "This account". For all services except the PostgreSQL service enter a

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For the PostgreSQL service use a non-admin account or the Network Service account.

If your computer is connected to the Network as part of a Domain, then you will need to enter your domain\username. If your computer is connected to the Network as part of a Workgroup, then you will need to enter hostname\username.

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If you have administrator privileges, you can also right click on the user, and use the "Rename" option to make the Name match the Full Name.

If you make any changes to the services, you will need to restart the service for the changes to take effect. If you are manually stopping and starting services on the SFX-File Manager system, please note that the DRC RMI Registry service must be started before the SelenioFlex File Manager service.

You can also configure and start/stop the DRC Kayak Server service and the DRC Stream Server service remotely, using the SFX-File Console software.

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Click the Configure Stream Service or Configure Zenium Service.

• For the Startup type choose Automatic. • Enable the Edit box

• For Account enter a username (e.g., domain\username if you are part of a network domain, or hostname\username if you are part of a workgroup) and password that has administrator privileges on this machine. For SFX-File this account will also need to have Read and Write permission on Network Shares where the required files will be located.

• Click the Save button. The service will be restarted automatically as a background task. It may take a few seconds for the changes to be made.

Licensing

The SFX-File Manager and Transcode Hosts which use Zenium engines use the Imagine Communications License Sever. The License Server requires a USB HASP. The HASP ID is used in the corresponding License Package file.

The License Package file includes the following SFX-File Manager features: • SelenioFlex File – Authorizes the SFX-File Manager service to run. • Backup Manager Enabled – Enables a SFX-File Backup Manager to run.

• Zenium Enabled – Enables the Zenium Transcode Resource role. When this is not enabled you cannot create a Zenium transcode group.

• Zenium Server – The service used to monitor and control Zenium Engines. This service can also be used by the SFX-File Manager when making any required modifications to a Blueprint before running a transcode task.

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• Stream Transcode Resource – When a Stream resource is brought online it will acquire this feature (and a Stream resource which is taken offline will release this feature). The maximum number of instances of this feature is the maximum number of simultaneous Stream Transcode Resources that can be managed by TS.

• Note that the maximum number of Zenium Resources that can be running a job is licensed in the Zenium Engine. (See next section)

Licensing for Zenium Engines

The License Package file includes the following Transcode Host system features for systems with Zenium Engines:

• Zenium Server – Authorizes the service that communicates with the SFX-File Agent and the Zenium Repo Server. This service is also used to monitor and control Zenium Engines.

• Zenium Framework – The core Zenium Blueprint/graph execution libraries.

• SFXF Zenium Transcode Job – This feature is only acquired by a Zenium Engine when SFX-File

attempts to start a transcode job. The Zenium Engine also must acquire a Zenium Run Graph feature to authorize a graph or blueprint to run. The maximum number of instances of this feature is the maximum number of simultaneous Zenium Transcode Tasks that can run.

• Zenium Components – Many Zenium components require a license to be acquired before a graph or blueprint which includes the component can be run. (e.g., encoders, decoders, muxers, processors, etc.)

Licensing for Stream Engines

Transcode Hosts which use Stream engines each require either their own license file (a system registry key) or a dedicated hasp per system.

If the Transcode Hosts for Stream engines use a license key rather than a hasp, you must know the system ID for each system. You can obtain the system ID for all installed host systems using the SFX-File Console application.

To obtain the system ID launch the SFX-File Console Software. Select your Manager from the list of the "Found Managers", and then click the Connect button. If you set up SFX-File Manager Security you will have to enter your username and password.

Once the Console software has successfully connected to the Manager, you will see a tabbed interface. Use the main menu and select Manager > Agents. This will show you a list of all of the detected systems with Agents. Click on an Agent system to select it (or multi-select many Agent systems to change them all at once). Click the "Copy System ID" button found to the right of the window. This will copy the system IDs to the system clipboard. Move your cursor to a text editor or email, and press Ctrl V to paste the list. Email the list to Imagine Communications Support, indicating that this is for a Stream Transcode Engine. This information can then be used to create a license for each Stream Transcode Engine.

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Once you receive the license key, you will need to copy the file to the system with the matching system ID, rename it from *.txt to *.reg, and then double click on the *.reg file. You will then need to reboot the Transcode Host system to restart all the DRC services.

Additional Installation Notes

Networking

The Agent and Console locate the Manager using a Multicast discovery mechanism by default. If the machines are on different subnets, then the networking equipment in between will need to propagate multicast traffic in order for the automatic discovery to work. If this is not an option, you should use the Configuration Wizard to configure the system for unicast communication. See Discovery Method (on page 22).

Note after installing the software you can run the Configuration Wizard again without running the installer using the shortcut found at Start > All Programs > Imagine Communications > SFX-File > SFX-File Config Wizard.

Firewalls and Network Ports

The Zenium Plugins Repo Service acquires and delivers plugins using HTTP, even when the import is from a local folder to a local Repository. If a firewall is on then it will block this plugin delivery. If the

connection is blocked for more than 30 seconds then you will see an error in the Repo Browser

indicating that the "Download failed" and the "Read timed out". If the Repo cannot acquire plugins then you will not be able to launch the Zenium Designer or be able to run Zenium Engines.

SFX-File uses a number of ports for communication between other components as well. If all of the systems in a SFX-File installation are installed on a LAN with unrestricted communication between systems (no firewall, or firewall turned off), then you will not need to worry about which ports are being used.

However, if you cannot turn off the firewall then some ports will need to be opened for communication. Depending on which components have been installed, and which functionality is desired, different ports will need to be opened. See Network (see "Network Ports" on page 105) for detailed information on the ports used for each service component.

Paths and Permissions for Output and Watch Folders

• Use of UNC paths is strongly recommend (e.g. \\host\dir\file) for folders and output files. That is, do not use Mapped Network Drive letters when specifying a path.

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• If the files that you place in the watch folder are "seen" by the Manager (shown by moving the files to a Processing subfolder inside the watch folder), but the projects fail immediately, check that the output file paths are valid (e.g., UNC paths that are accessible).

Upgrading SelenioFlex File Software

Before you upgrade to a new build please read the Readme file for the build’s release notes. There may be instructions about incompatibilities between builds, or instructions for migrating data, or other critical information.

The License Server as of Version 2.6

The license server is included in the SelenioFlex File installer as of version 2.6. If you are upgrading from an earlier version you must uninstall any previously installed License Server which was installed using the stand alone License Server installer.

Note that uninstalling the License Server will not delete any previously loaded license package. It will still be available after you have installed the new version.

Installing New Builds on the SFX-File System

Before installing a new build you must uninstall the old build and reboot your system. Do not skip the reboot step. You must reboot, as some services will only be fully uninstalled the next time you reboot. If you do not reboot, this "uninstall on next reboot" command will still be present, and the new

installation will have critical files removed the next time you reboot.

To uninstall the software when using Windows 7, use the Control Panel’s "Programs and Features" function to uninstall the Imagine Communications SFX-File software.

Uninstalling the Imagine Communications SFX-File software will not remove your settings or database. If you plan to migrate data from a previous database to a new database, you should not uninstall your database software until the data migration step has completed. The SFX-File Configuration Wizard includes a "Migrate Data" function, to allow you to migrate data from an existing SFX-File database to a new database.

Note: Using an embedded Hypersonic database is no longer supported, so if you were using the Hypersonic database you must update your database in order to use SelenioFlex File.

Installing New Builds on Transcode Host Systems

Once you have upgraded the SFX-File Manager to version 2, and at least one Console to 2, you will be able to manage remote upgrades of Transcode Host systems running on a Windows OS from the Console.

Note that after installing the Zenium Server services you must still configure the service on each host system.

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Getting Started

After installing the required software follow these basic steps to get started. For a more complete Getting Started guide please see the SelenioFlex File: Getting Started guide (available from the SFX-File's Console's Help menu).

You must load Zenium Plugins into the Zenium Repo before you can use Zenium Resources. If you did not load plugins during the install, you can load them using the Zenium Repo Browser.

Create the Zenium Blueprint or Stream Project

SFX-File tasks use Zenium blueprints or Stream projects to define the transcoding task.

You create Zenium blueprints using the Zenium Designer. This can be launched from the SFX-File Console using the Transcode > Zenium Designer menu item. A SFX-File purchase includes a license for one instance of the Zenium Designer. See Zenium Transcode Blueprints (on page 39) for a basic guide to creating a Zenium blueprint, or the Zenium Designer User's Guide for more details.

You can create a Stream project by running a licensed version of the Stream software. See Stream Projects for SelenioFlex File (on page 60) for a basic guide to creating a Stream project, or the Stream Software User’s Guide for more details.

Once you have created a blueprint or a project, save it to a shared location that can be accessed by all of the Transcode Engine systems and by the SFX-File Manager.

Make sure that all of the source files required by the transcode task are also in a shared location that can be accessed by all of the Transcode host systems and by the SFX-File Manager.

Launch the SFX-File Console

Launch the SFX-File Console software. When you launch the software you will be shown a list of the "Found Managers". (There may only be one Manager for your organization, or there may be many, depending on your setup.) Select your Manager and then click the Connect button.

Once you are connected you will see a tabbed interface that gives you access to all of the management features of the SFX-File Manager. If the tabs you need are not displayed in your SFX-File Console, right click on the tab bar, unlock the tab bar and add the tabs.

Resources and Groups

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Stream Resources

Each Stream resource is a running instance of a Stream engine that will process all the Stream projects that are assigned to it. If a licensed Stream resource is listed as offline or missing an encoder, right click on the resource and select "bring online".

Zenium Resources

The number of resources that can run on a host is configured through the Console's Agents tab. In the Agents tab select the host system you wish to configure and click on "Add Zenium Resources..." in the right hand menu. Add the desired number of Zenium resources and save. These resources will be added to the existing number of Zenium resources on the host.

The total number of Zenium resources that can be running a job at one time in the SFX-File farm is limited by the number of Zenium licenses available in the license pool.

Resource Groups

Resources are organized into groups. A group consists of only Zenium or only Stream resources. To create a new group, go to the Groups tab in the SFX-File Console. In the right hand menu, select "New Group..." Provide a name and a role for the group, either Zenium Transcode role or Stream Transcode role (depending on the type of resources in the group).

Zenium Resources also have a field where you can specify the "Zenium Repository Partition". If this is left blank then the default partition will be used.

Once you have created your resource groups, drag and drop unassigned resources into the appropriate group. Each resource can only belong to one group. A resource can be removed from a group by dragging it back into the unassigned resources area.

Creating a Watch Folder

Create a watch folder by going to the SFX-File Console’s Watch Folders tab and selecting "New" from the bottom left-hand menu to create a new watch folder template.

In the watch folder template panel (the right-hand panel):

• Use the Add Folder button to specify the location of the watch folder.

• Use the Resources drop-down menu to specify whether the watch folder will use Zenium or Stream resources.

• Use the drop-down Groups menu to select a group.

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Input to a Watch Folder

Media files used as input to a Stream project or Zenium blueprint can be dropped into a watch folder. Watch folders also accept xml files that contain either Clip Lists (for Stream) or transcode requests (for Zenium or Stream).

When a file is dropped in a watch folder, File will move the file to the Processing subdirectory. SFX-File will then move the input file to the Complete, Failed or Cancelled sub-directory as appropriate. If the input file is invalid then SFX-File will not create a transcode task, but will instead generate an alert which can be viewed in the Alerts tab in the SFX-File Console.

Output Files and Assets

Zenium transcode tasks outputs are assets. Each asset can consist of several files that are managed as a single associated set of files by SFX-File.

Zenium blueprints and Stream projects define the location of a transcode task’s output file or files. The watch folder also has options to set a Move-To or a Write-To location. If these are specified they will overwrite the blueprint or project's output location.

Monitoring Transcode Tasks

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Zenium Transcode Blueprints

Transcode tasks that run on Zenium Engines are configured using Zenium blueprints. Zenium Transcode Blueprints are created using the Zenium Designer.

• The Zenium Designer uses Zenium Plugins which are downloaded automatically from the main Zenium Repository. If your Zenium Designer will not launch verify that the Zenium Repository does include Zenium Plugins by selecting Manager > Zenium Repo Browser from the Console menu. If the plugins have not been loaded you can do so in the Plugins Repository Browser selecting Plugin > Add Plugins from the menu. See Zenium Plugins Repository (on page 63) for more information.

• When you launch Zenium Designer from the SFX-File Console a new "Transcode Blueprint" will be opened by default. You must use a "Transcode Blueprint" to configure SFX-File tasks. You cannot use a standard blueprint for this purpose.

• A standard SFX-File license includes one Zenium Designer license. If someone else is already running the application you will not be able to launch it (unless you purchase additional Zenium Designer licenses). To see which system is currently running the Zenium Designer go to the Licenses tab and hover your mouse over the "Zenium_Run_Designer" feature. A tooltip will show you the host name of the system that is using the feature.

When you are using Zenium Designer to create a blueprint for use with SelenioFlex File, you must use the "Transcode Blueprint" option. Transcode Blueprints include properties, inputs, and outputs that allow them to fully integrate with SelenioFlex File.

Transcode Blueprint Creation Overview

Each step is described in the following sections.

1. Open a new Transcode Blueprint in the Zenium Designer. 2. Configure the blueprint properties:

a. Set the Primary Source File property (does not apply when using the Extended Clip List schema). This should be a representative file as it will be used to populate the output pins for the source. b. Set the Output Folder Variable property.

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a. If the input will always only be one file, add the Media File Input component. Connect the blueprint’s Primary Source File pin to the Media File Input component’s Filename input pin. b. If the input may be a Clip List, add the Clip List Source component. Connect the blueprint’s Clip

List XML pin to the Clip List Source component’s Clip List XML input pin.

4. Create the graph using the output of either the Media File Input or Clip List Source component. For each output file created, add an output component.

The type of output component added will depend on the type of output files that will be created, for example, this could be a File Output component for a single mp4 file output, or an HLS Coordinator for HLS outputs, or a Smooth Streaming Coordinator for Smooth Streaming outputs.

Set each output component’s output file path using a UNC path.

5. If only one output asset will be created by the blueprint, connect the output of each File Output component’s Write Complete pin to the blueprint’s Output File/Asset pin.

"Assets" are used to track information about the output files in the SelenioFlex File database. They are not the actual output files. If more than one output asset will be created, add Asset Piece Builder and Asset Builder components:

a. Add one Asset Builder component for each asset that will be created. b. Add one Asset Piece Builder for each File Output Component.

c. Configure each Asset Builder’s Asset Name property.

d. Connect each File Output component to an Asset Piece Builder component and configure the Asset Piece Builder’s Asset Type and Asset Piece Name properties.

e. Connect each Asset Piece Builder component’s output to the appropriate Asset Builder component.

f. Connect the output of each Asset Builder component to the blueprint’s Output File/Asset pin. 6. Save the blueprint.

Launch Zenium Designer

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To open a new Transcode Blueprint in the Zenium Designer SE, under the File menu select New

Workspace, then select Transcode Blueprint.

Saved blueprints and graphs can be opened using the Blueprints and Graphs menu in the left hand side of the Zenium Designer. Double clicking or dragging a blueprint (a .zenium file) to the workspace will open it in a new workspace. Double clicking on a graph (a .graph file) will open it in a new workspace, while clicking and dragging it to an existing workspace will add it to that workspace. You can also add a graph to an open blueprint by right-clicking on the blueprint and selecting Import Graph. New, empty subgraphs can be added to the blueprint by right-clicking on the blueprint and selecting Add Container, followed by Zenium Graph.

Zenium Blueprint, Graph and Component

Basics

Zenium blueprints provide a way to decompose problems into their core elements. Each core element is represented by a component. A collection of components is shipped with Zenium. Additional

components can be purchased from Imagine Communications.

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Components are connected through their input and output pins to create Zenium graphs that represent workflows. Graphs are created within blueprints. Blueprints are saved to .zenium files and used by applications such as SelenioFlex File.

Data passes between connected components in the form of raw data and metadata describing the raw data.

Component, graph, and blueprint configuration is performed through properties. Properties modify component, graph, and blueprint behavior, such as how data is processed and saved. Component properties can be exposed at the graph or blueprint level to help with configuration. Exposing properties this way clarifies which properties are needed for the proper execution of the workflow. Selecting the component, graph, or blueprint will display its properties in the right side panel of the Zenium Designer. Clicking the blue "i" button or double-clicking on a component, graph, or blueprint displays its properties in a pop-up window.

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Blueprint Properties

Transcode Blueprints have the following exposed properties:

Property Description

Name Blueprint name.

The blueprint can be referred to by this name in property paths. This name will also appear at the top of the blueprint window.

Transcode Request XML Transcode request, in xml.

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Primary Source File Source file used for configuration.

When designing the blueprint, setting the source file generates a Clip List. The Primary Source File and the

generated Clip List are used to configure the Media File Input and Clip List Source components, respectively.

When a transcode task is submitted the Primary Source File is extracted from a transcode request.

Primary source file does not apply when using the Extended Clip List schema.

Clip List XML Transient The Clip List, in xml format.

A simple Clip List is automatically generated when a Primary Source File is set. This is to assist when designing the

blueprint. (Note that setting the Clip List in the blueprint will not populate the Primary Source File property.)

When a Clip List file is submitted as a transcode task the Clip List XML in the blueprint will automatically be replaced by the Transcode Request in the Clip List.

Output Folder Variable A UNC path to a directory that can be used for output files. A default value can be set and saved in the blueprint. It can be overwritten by values set in the transcode request xml. This value will not be used automatically by the File Output component. The File Output component can use the following expression to get the value from the blueprint: ${ROOT_outputWriteDirectory}

Default Asset Name The name of the output asset that is created when output files are sent directly to the blueprint’s output pin.

Set to DEFAULT by default.

This property is overwritten by values set in the transcode request xml.

Monitor Progress Flag indicating whether the blueprint’s progress will be monitored by SelenioFlex File.

Set by default.

Inactive Timeout Only applies if the Monitor Progress property is set.

If the blueprint has not progressed within the timeout, it will be considered hung and terminated. An error will be

generated.

Duration is in seconds. Set to 60s by default. Blueprint Base Name Transient The base name of the blueprint file name.

Automatically extracted from the blueprint’s file name. Blueprint Start Date Transient The start date of the blueprint.

Automatically populated when the blueprint starts running. Blueprint Start Time Transient The start time of the blueprint.

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