INSIGHT Video Cms Operations Manual
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CMS-OperationsManual-Rev2.doc 11 supported by the system Manage the update service (e.g. pushing updates down to client computers) Manage users and user groups Perform a report on user and system activity Reset security on video files and folders See all files regardless of other settings See cabinets, folders, and files one’s user groups have access to Tag media files with extra metadata Verify the integrity of media files View files in which the user is marked as the primary or secondary owner Synchronize LDAP Administrators can synchronize users from other networks using the network’s active directory listings. The number of users and groups found on the LDAP server are listed at the top of the screen. NOTE: LDAP is an acronym that stands for Lightweight Directory Access Protocol. It is a standard internet protocol that email and other programs use to look up information from a server. To synchronize LDAP, perform the following: NOTE: Administrators can click “Quick Enable” to select all users, or “Quick Disable” to de-select all users. 1. Go to Management> Synchronize LDAP. 2. From the drop-down menu, select the domain where the users you wish to synchronize are located. 3. Enter the Administrative account username and password in the designated field. 4. Select the desired users or user groups to synchronize from the left and transfer them over to the right. 5. Check the box for each user. Right-click to Select All then select a box. 6. Click “Synchronize.” This process may take a few moments. Wait for the process to complete. 7. The Status Field will display when the process is successfully completed or detail any errors that occurred during the upload process.
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CMS-OperationsManual-Rev2.doc 12 File Security The most critical function of the CMS system is the ability to maintain a secure environment for stored data. This is accomplished through a rights/restrictions policy that is referenced when granting user access to digital files. Administrators are the only ones who can access the actual files unless they grant access to users. NOTE: The DigitalProof TM Audit Trail feature traces who accesses the digital files, the location, and when the file was accessed. The Security Matrix Managing the robust security features of the CMS system can seem complex. To help users understand how these different security settings affect them and their ability to access files, the Security Matrix was developed (see Appendix). Folders and Cabinets Managing files is done through the use of Folders and Cabinets. Administrators have the ability to create folders and cabinets that are assigned specific retention policies and access rights. When files are uploaded that meet the folder or cabinet criteria, the files are automatically assigned to the appropriate folder or cabinet. For example, a video tagged as “Speeding” can be automatically moved to the folder labeled “Traffic Violations” that has an indefinite retention period. IMPORTANT: Developing standards for storing files is critical. It is highly recommended that common standards are developed and used consistently. This greatly improves administrative efficiency and unleashes the power of the CMS system. Folders To create a new folder or modify an existing folder, go to Management> Folders. A list of folders will be displayed. Add a new folder 1. Go to Management> Folders and Cabinets> Folders. 2. Click “Add” or right-click the list and select “Add.” 3. Select the Information tab and fill in the appropriate information (see Manage Folder/Cabinet Information below). 4. Select the Security tab and fill in the name of the folder, choose a location, and set a retention time. (see Assigning Security below). 5. Click “Apply.” Modify a folder 1. Select the desired folder and double-click or right-click and select properties. 2. Select the tab(s) to modify (see below). 3. Click “Apply.” Cabinets Add a New Cabinet 1. Go to Management> Folders and Cabinets> Cabinet. A list of cabinets will display. 2. Click “Add” or right-click the list and select “Add.”
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CMS-OperationsManual-Rev2.doc 13 3. Select the Information tab and fill in the appropriate information (see Manage Folder/Cabinet Information below). 4. Select the Security tab and fill in the appropriate information (see Assigning Security below). 5. Click “Apply.” Modify an Existing Cabinet 1. Select the desired cabinet and double-click or right- click and select properties. 2. Select the tab(s) to modify (see below). 3. Click “Apply.” Manage Folder/Cabinet Information The following fields are located in this menu. • Name—the displayed name of the folder. • Description—the general description of the folder. This will be displayed in the properties of the folders and in the CMS folder list. • Location—the location where the folder resides in the system. A drop-down list displays all available locations. • Retention—the amount of days the files are retained in the CMS system. IMPORTANT: Retention periods area based on the length of time since the file was ingested into the system; once a file is no longer retained in any folder or cabinet, it will be purged from the system. • To tag the folder with an indefinite retention policy, click “Make Permanent.” • To allow users to send files to this folder, click “Files may be sent to this folder via the right-click “send- to” menu.” File The File tab lists files currently associated with the specific cabinet. Assigning Security Administrators can define which users and groups have access to the current folder. To assign security, perform the following: 1. On the Security tab, select the user or group to assign security. 2. Click “Allow” or “Restrict” to the user or group. NOTE: When assigning access to groups, all the members of the groups will be assigned the same security level. 3. If desired, check the “Inherits security settings from files and folders placed into” box to allow the folder or file to inherit the security policy of the cabinet or folder it is associated with (allow or restrict). If the box is checked, the inherited right will be overridden. 4. Click “Apply.”
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CMS-OperationsManual-Rev2.doc 14 Associations The Associ ation feature is a very powerful tool for managing digital files. The Administrator associates specific rules that direct files with specified descriptors to specified locations. For ex ample, an associ ation for any file with the username “J. Smith” will be moved automatically to a folder called “J. Smith’s Stuff.” Associations are based off two things: the category and the value. Category—a drop-down menu based on five areas of categorization. Metadata that can be set within the CMS or configured in the mobile environment the CMS is managing. The fields are: Area, Bookmark, Source, Tag, or Username. Value—enter freeform text (for bookmarks) or use the drop- down menu and select the desired information from what the system has listed. To create or modify Associations, go to Management> Folders and Cabinets> Associations. Create a New Association 1. Select “Add.” A pop-up window appears. Select “Add” again. 2. Define Category by selecting one of the following categories from the drop-down menu: Area, Bookmark, Source, Tag, or Username. 3. Define Value by selecting one of the values from the drop-down menu or enter freeform text (for bookmarks). 4. Select “OK.” 5. Select a Cabinet and/or Folder to apply to the Association. This will be the location the Association files will navigate to. Modify an Association 1. Select the existing Association to modify. 2. Modify the information on the appropriate tab. 3. Select “OK.” 4. Select the Containers tab. 5. Select a Cabinet and/or Folder to apply to the Association. This will be the location the Association will navigate to. The Association Listing Once the Association is created, it will be displayed in a listing. Each association will display the following: • Constraint—the category and value assigned to the file. • Cabinets—the cabinet that is tied to the folder. • Folders—the folder where the files rare being moved to.
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CMS-OperationsManual-Rev2.doc 15 Locations Locations manage the directory paths of the CMS directories. Each location can be bound to folders or cabinets, allowing the specific associations to be retained in specific environments or a single managed location. • Name—the name of the specific location configuration. • Path—the UNC (Universal Naming Convention) path of the storage location. Multiple paths can be configured for redundancy. Users can either enter the path manually or navigate to it via the magnifying glass next to the path name. • Path Listing—All the UNC paths and space settings pertaining to this specific location are listed here. The topmost path has the priority. A blue checkmark indicates a clear path to the location. A red “X” signifies a path with no communication. • Minimum Free Space—the number listed here is the minimum amount of space required on the matching UNC path before writing to that location. Should the location be full, it moves to the next or simply holds the files until space is available. • Add/Remove and Priority—when a new UNC path is entered into the path field, clicking the “+” sign will add the path to the listing below. Highlighting an existing path and selecting the “-“ sign will remove the highlighted path. Selecting the up or down arrow while having a path highlighted will change its priority. Tags Tags allow users to assign a pre-made informative tag to retrieve and manage files. Once a desired tag has been selected, the user can modify the tag to match the media file they are associated with. These tags can be associated to multiple files or re-used for different events. For example, if a user selects a text-based tag that has a field dedicated to an incident number, the number can be entered into the open field. The tag can then be used on tags for different files. When the files pertaining to the incident are reviewed, the search will return all the media files associated to the tag. The same tag can be used on different video files by entering a different incident number. This allows a user with the proper rights to assign an incident number (or any other form of description) to any video file for searching and managing. Simply assign a pre-made tag called “i ncident” and enter the desired number for each different event, then query those events based on the tags available to search by and the descriptors entered. Create a Tag
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CMS-OperationsManual-Rev2.doc 16 Create a Tag 1. Go to Management> Video Tag. All the tags will be listed. 2. Select “Add” or right-click the screen and drop-down to the Add option. 3. Select the Information tab and enter the name and description of the tag. 4. Select the Type of Tag and enter the appropriate information (see Types of Tags below). 5. If desired, select the Association tab to assign the tag to a tag group. If one has not been established, see Groups above. 6. Click “Apply.” Modify a Tag 1. Go to Management> Video Tag. All the tags will be listed. 2. Double-click to select the tag. Types of Tags • Text (Type Information)—Freeform text can be entered into the default field. The text appears to the user when the tag is being associated and can be altered as needed. Minimum and Maximum Length places limitations on the number of characters allowed in the text field. For example, a text tag can be created labeled “incident.” In the Default text box, the following message is created, “Insert Incident Number.” Whenever a user assigns the incident tag, they are prompted by a text box containing the message. The user can enter the incident number in the same field, replacing the displayed message. When a user wants to search for an incident tag, they can navigate to Simple Search> Tags> Incident (the tag name) and all the videos that share the incident number will appear. • Date—This tag allows a user to create and assign a tag based on a specific date and time. A drop-down menu in the Granularity field allows users to manage to the exact minute. • Number—This tag allows a specific number to be selected as the identifying descriptor. The user can define the number of Decimal Places and the Minimum and Maximum value per place. Additionally a Default value using freeform text can be included (see Text above). • Choice—This tag allows users to select from a group of tags that have been allocated to the Choice. Users may have a date, number and text option to choose from. • True/False—This tag allows users to set up a True/False type. For instance, the type could be set to be “Speeding” and when a video clip includes a speeding offense, it would be selected. • Group—this tag creates a group tag where multiple tags can be bound together for a single descriptor pertaining to multiple tags. Users can have a tag for incidents and a tag for dates, and be able to query either file with the group tag they are associated with.
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CMS-OperationsManual-Rev2.doc 17 -Name indicates the name of the tag as it was entered into the Name field. -Description indicates the description of the tag as entered into the Description field. -Type indicates the type of tag the user created or is already in the CMS system. -Extra Information indicates default descriptors entered as well as any restrictions relating to settings established during tag creation. Import Media Files Import Video and Audio All Microsoft standard file formats for video and audio can be imported into the CMS for secure management. IMPORTANT: Make sure to set up the proper settings. 1. Go to System Settings> File Import. 2. Input the IP address. 3. Go to Management> Import Audio and Video. The following menu options are available: • File Browse—users can import the path to the desired audio or video file types. The user can also use the rose button to locate the desired files. NOTE: You can right click to select all files or select none. • Media Properties—users can enter specific details that pertain to the video or audio file that is being imported. Area, Source, Primary and Secondary User can be populated through drop-down menus. Camera information and Start Time can be set manually. • File Listing—a list of the available files and their status as they are selected from the Media Directory. • Import Settings—users can define whether the fields carry over to all the imported files or just the selected file. 4. Click “Import” to begin importing the files. Import Still Images All Microsoft standard file formats for still images can be imported into the CMS. These include .jpg, .bmp, .png, .gif. Users can search for still images using the different search methods. Images will open with the default image
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CMS-OperationsManual-Rev2.doc 18 reader program (i.e. Windows Image Viewer, Photoshop, etc.) 1. Go to Management> Import Audio and Video. 2. Click on the “Browse” button to the location the media is located. 3. Select the images to import by clicking on the check box next to the name of the file. 4. Click “Import.” NOTE: While the files are importing, a “Cancel” button appears. Once the process is complete, a “Close” button appears. 5. Click “Close.” Update Service (This is an optional feature. See Update Service Instructions.) System Settings From this menu, the user has access to Parser Settings, Password settings, and the ability to import Server Configurations and Schedule Storage for file transfers. Parser Settings The parser service handles the following functions of the CMS system: • Parser Interval—the time between each check for new video. • Retention Check Interval—the time between each check for expired video. • Retention of Audit Log—the amount of days the system will keep all audits. • Retention of Activity/Error Log—the amount of days the log will remain accessible in the system. • Retention of Zombie files—the amount of days the offline videos or bad videos will remain in the system until they are deleted. Password Password settings for the entire system are configurable as follows: • Minimum password length (up to 40 digits)—use the up/down arrow to set. • Upper and lower case required—check “Must contain a mixture of letter cases.” • Alphanumeric (both letter and digits) required— check “Must be alphanumeric.” Storage Schedule Storage can be scheduled for a specific time and day to maximize network bandwidth. For example, files can be
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CMS-OperationsManual-Rev2.doc 19 transferred in the early morning hours or on the weekend when employee access to the network is more limited. To use Storage Schedule, go to Management> System Settings and in the Storage Scheduler area of the screen, perform the following: 1. Select the day, starting time, and duration from the drop down menu. 2. Click “OK.” NOTE: To remove existing schedule dates, click “Remove.” CMS Client (Export Standalone Player) Administrators can allow users to export a stand-alone media player with files when they are exported. To enable this feature, go to System Settings> CMS Client and click “Export Standalone Player on File Export.” The next time a file is exported, a medi a player will export as w ell. Home Folders Administrators can enable home folders to create and maintain user-specific folders. 1. To enable this feature, go to System Settings> Home Folder and click “Enable Home Folders.” 2. Select the drop-down menu and assign a default storage location. 3. Assign a default retention period (in days). IMPORTANT: The policy with the highest retention supercedes other policies. File Import File import settings can be used if the system manages other forms of media such as .mpg3, .mpg4, .wav files etc. These media formats are imported to the CMS through a server IP address. To import these file types, go to System Settings> File Import and provide the following: FTP Server, FTP User, New Password and Password Confirmation. Ancept Media Server The CMS supports integration with existing Ancept Media Servers. To integrate this hardware, go to System Settings> Ancept Media Server and provide the following: Server, Username, New Password and Password Confirmation. NOTE: For more i nformation about Ancept i ntegration and what it can provide, contact your Insight Video Net representative.
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CMS-OperationsManual-Rev2.doc 20 Reports Every action within the software from logging in to playing a file are all logged by the DigitalProofTM Audit Trail feature of the CMS. The reporting system allows those users with access to pull reports of every action taken with the system. Searching reports Users have a series of definable fields that narrow a search to a specific file, user or time frame. Following are different report options: NOTE: Only files highlighted in the video files field will be accessible in the drop- down menus for a more defined query. Time Frame—allows the user to define reporting query between a specific start and end time. Report Type—allows the user to report on 4 different options: Everything that occurred; Every action a user performed; Every action involving the specified object (Folder, Cabinet, File, etc.); or Custom (user defined categories). Parameters—allows report to query a specific file, folder or person. Any combination of the fields can be used to allow for a more defined reporting query. Audits—system audits to query. Media Files—files selected here can be selected in the drop-down menu of your parameters section. Results Results are generated in Crystal Reports format. The format allows you to scroll through multiple pages of the report, print the report, and zoom in or out on the results. The following columns are provided in the report: • Time/Date of action • User that performed the action • The action that was performed (including a description). Disclaimer By providing this document, Insight Video Net, LLC, makes no representations regarding the corrections and completeness of its contents and reserves the right to alter this document at any time without notice. All marks referenced herein with R or TM symbol are registered trademarks or trademarks of Insight Video Net LLC or it’s subsidiaries. All rights reserved. All other marks are trademarks of their respective owners. Copyright 2007 Insight Video Net, LLC. Email: [email protected] | Phone: 909.373.1800 | www.InsightVideoNet.com