INTRODUCTION
The Reach Engine software platform allows companies to create and curate video content on new era tools and enable smart, secure and elastic cloud services in sync with media workflow and supply chain automation. Reach Engine is an evolvable and customizable system that goes far beyond a standard digital asset management (DAM) system, and is compatible with all major digital content creation hardware and software.
Access is Reach Engine's application that provides content management for media organizations of all sizes. The Reach Engine software platform allows companies to create and curate video content on new era tools and enable smart, secure and elastic cloud services in sync with media workflow and supply chain automation. It's the only platform on the market that single-handedly supports the entire asset lifecycle from planning to development, management to approval, packaging to distribution, and analytics back to planning. High-value assets are easy to find, view, tag and automate under management of Reach Engine.
Reach Engine is built for your entire content lifecycle so you can plan, manage, and distribute your content to anyone, anywhere all from one platform that consolidates deep services into one powerful, integrated solution.
In addition to its standard functionality, Access allows users with an Administrator role to create and manage administrative tasks.
RELEASE NOTES
2.9.0 Release (July 2020)
- Administrators can enable the Feedback () icon for their company by adding the Dynamic Property feedbackEnabled=true. This icon lets users provide feedback, request features, vote on feature requests, see what is in progress, and see which features were recently released.
- In the Users menu, the option Access Users was renamed to Reach Engine Users.
2.8.0 Release (March 2020)
2.7.0 Release (September 2019)
2.5.1 Release (December 2018)
- Create, search, and view workflow groups and workflows.
- Create, search, and view access and collaborate users.
- Create, search, and view metadata groups.
- Create, search, and view metadata forms.
- Create, search, and view facets.
- Create, search, and view roles.
- Create, view, and assign saved searches
2.4.0 Release (April 2018)
- Create, search, and view categories, metadata groups, and Exec Servers.
- View workflows, roles, facet groups, and workflow groups.
- Create, search, and view Reach Engine Users and Collaborate Users.
- Menu toggle to show or hide menu descriptors.
SYSTEM REQUIREMENTS
The following browsers and operating systems are supported for Access.
Supported Browsers
Chrome
Firefox
Safari
Note: Internet Explorer and Edge are not currently supported.
Supported Operating Systems
Mac OS
- 10.12 - Sierra
- 10.13 - High Sierra
- 10.14 - Mojave
Windows
- Windows 7
- Windows 8
- Windows 10
LOGIN SCREEN
As a user with Administrator rights, you can log into Access and additional administrative options will display in the menu at the left.
Login
To log into Access, open a browser and enter the IP address or DNS name assigned to your copy of Reach Engine. The login screen displays with username and password fields.
To log into Access, open a browser and enter the IP address or DNS name assigned to your copy of Reach Engine. The login screen displays with username and password fields.
Note: The default username and password for a base installation of Reach Engine are:
username: system
password: (ask Levels Beyond support team)
If your organization is configured using OAuth, your login screen might look different.
ACCESS SCREEN
After successfully logging into Access, the main screen displays. An option at the bottom left shows your user name as logged in. Select this option to:
- Configure view.
- Change your password.
- Log out of the system.
After you log into Access, if you are an Administrator within Reach Engine, you will see Administration options in the menu. Users without Administrator permissions do not see Administration options in the menu.
The Reach Engine Access menus can be shown and hidden, including the menu text. The … More option displays additional Admin options.
As an administrator, you can:
- Import and export workflows, assign roles, and define their visibility.
- Add, edit, and delete workflow groups.
- Add, edit, and delete facets.
- Add, edit, and delete metadata forms and groups. The metadata forms and groups you create are available throughout the Reach Engine ecosystem, based on a user's role(s).
- Create Access and Collaborate users who can be assigned roles that define the types of actions they can perform.
- Create roles, set Reach Engine access, and manage the permissions assigned to a group of users.
- Add, edit, and delete categories that can be used for organizational purposes and permissions restrictions.
- Set up Execution servers, separate from Reach Engine servers.
WORKFLOWS
Workflows
As an administrator, you can view and download all workflows currently available in Reach Engine and ascertain which workflow groups contain a specific workflow.
Display and Search Workflows
- Click Workflows in the left menu, then click Workflows to display a list of existing workflows.
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Select a workflow, and click the Edit icon ( ) in the Action column to edit the workflow. The Edit Workflow panel displays at the right, where a workflow can be renamed, enabled or disabled, made visible, set to run with a right-click, or set as Admin Only. For workflows that display in the UI, a workflow can be added to a group/groups and/or assigned to a role/roles.
- Click Save.
Import a workflow using the Upload icon ( ) at the top right of the Workflows screen. As an admin, when you import a workflow, you have the option to override its flags:
- Enabled.
- Visible.
- Admin Only.
- Right-click.
To ensure an import is always correctly flagged in the Access (Admin) UI, any reset will revert on workflow re-import and flags will remain the way they were set by the Admin, regardless of what's in the workflow.
Workflow Groups
Administrators can create groups to manage workflows.
Display and Search Workflow Groups
- Click Workflows in the left menu, then click Workflow Groups to display a list of existing workflow groups.
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Select a group. You can:
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Click the Edit icon ( ) in the Action column to edit workflow groups.
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Click the Add icon ( ) at the top left to add new workflow groups.
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Click the Delete icon ( ) in the Action column to remove a workflow group. You can multi-select (CTRL+Click or Command+Click) and click the Delete icon at the top left to delete multiple workflow groups.
To search for workflow groups, click in the Search box and enter your search term.
To promote or demote workflow groups, click the Reorder icon ( ) to open the Order Workflow Groups panel. Drag and drop workflow groups to the desired position in the list of groups and click Save.
Create a Workflow Group
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Click Workflows in the left menu, then click Workflow Groups to display a list of existing workflow groups.
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Click the Add icon ( ) at the top left to open the Add Workflow Group panel.
- Enter a workflow group name.
- Click the Workflows field and choose a workflow from the drop-down list. Repeat to add multiple workflows.
- Click Save. The new workflow group displays in the list.
You can re-sort the groups in the list by dragging and dropping them into the order you want.
Workflow Groups display in the Actions ( ) menu for related assets.
Metadata levels can be used to build a metadata schema:
- "Categories" are applied to metadata groups. They are primarily used for organizational purposes and permissions restrictions.
- "Facets" can be used to group pick-list metadata fields and make those fields available to specific user role(s).
- "Forms" create a structure of fields when users ingest content into Reach Engine.
- "Groups" contain metadata fields that can be used to organize fields for visual representation, as well as for regulating visibility of fields.
Categories
Categories are applied to collections, videos, clips, audio assets, images, projects, other assets and metadata groups. They are primarily used for organizational purposes and permissions restrictions.
Note: A user's Role must have association to all categories listed on an asset to view that asset.
Common examples of categories include:
- Business Process Uses: Ready for review, accepted, rejected, ready for editing, raw materials, completed projects.
- Departmental Uses: Post-production, public relations, producers, client.
- Multi-Company Uses: Accelerated Entertainment, Levels Beyond, External Company.
Display and Search Categories
- Click Metadata in the left menu, then click Categories to display a list of existing categories.
- Select a category. You can:
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Click the Edit icon ( ) in the Action column to edit categories.
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Click the Add icon ( ) at the top left to add new categories.
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Click the Delete icon ( ) in the Action column to remove a category. You can multi-select (CTRL+Click or Command+Click) and click the Delete icon at the top left to delete multiple categories.
Categories are sorted alphabetically by display name.
To search for categories, click in the Search box and enter your search term. The search looks at the Display Name, Description, and ID fields.
Create a Category
- Click Metadata in the left menu, then click Categories.
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Click the Add icon ( ) at the top left to open the Create Category panel.
- Enter a display name and description for the new category.
- Choose the roles associated to the category.
- Click Add. The category displays in the list.
Facets help users search and filter data within Reach Engine to more quickly get to the asset(s) they want. Admins can create facets for metadata pick-list fields and then assign that facet to a role(s). When a user logs into Reach Engine, the user is presented with the metadata fields for the facets that their role(s) have visibility to see.
Display and Search Facets
- Click Metadata in the left menu, then click Facets to display a list of existing facets.
- Select a facet. You can:
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Click the Edit icon ( ) in the Action column to edit facets.
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Click the Add icon ( ) at the top left to add new facets.
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Click the Delete icon ( ) in the Action column to remove a facet. You can multi-select (CTRL+Click or Command+Click) and click the Delete icon at the top left to delete multiple facets.
Facets are sorted alphabetically by display name.
Create a Facet
- Click Metadata in the left menu, then click Facets.
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Click the Add icon ( ) at the top left to open the Create Facet panel.
- Enter a Facet Name.
- Choose the Roles for which the Facet is applicable. You can choose more than one role.
- Choose the Fields for which the Facet is applicable. You can choose multiple pick-list fields.
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Drag-and-drop the fields to define the order of the visible properties.
Note: Properties within a Facet that are greyed out are not visible to all selected roles because of the role permissions.
- Click Add. The new Facet displays in the list.
- Click Metadata in the left menu, then click Forms to display a list of existing metadata forms.
- Select a form. You can:
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Click the Edit icon ( ) in the Action column to edit metadata forms.
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Click the Add icon ( ) at the top left to add new metadata forms.
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Click the Delete icon ( ) in the Action column to remove a metadata form. You can multi-select (CTRL+Click or Command+Click) and click the Delete icon at the top left to delete multiple metadata forms.
To search for metadata forms, click in the Search box and enter your search term. For example, there are four forms: Test, Another Test, Test This, and Form. If the text "test" is typed in the box, the first three forms with the word "test" in their names display. If "this" is typed in the box, only the form "Test This" would display.
- Click Metadata in the left menu, then click Forms to display a list of existing metadata forms.
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Click the Add icon ( ) at the top left to open the Create Form panel.
- Enter a Name for the new Metadata Form.
- Choose the Categories for the form. You may choose multiple categories. Anytime a metadata form is used for a Reach Engine ingest, the assets will be tagged with the category assigned from the metadata form. Additional categories can also be assigned based on a user's role from the Prelude and Premiere panels.
- Choose the Roles for the form. You may choose multiple roles.
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Choose the Fields you want to associate with the Metadata form. You can choose multiple fields.
- Drag-and-drop the fields to define the order of the visible properties.
- Move the slider beside a Metadata Field to make it a required field when the Metadata form is displayed.
- Click Add. The new form displays in the list.
Metadata groups contain metadata fields. Metadata groups are used to organize fields for visual representation inside Reach Engine, as well as for regulating visibility of fields. Through the use of categories and roles, administrators determine metadata groups visible to and editable by users.
- Click Metadata in the left menu, then click Groups to display a list of existing metadata groups.
- Select a group. You can:
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Click the Edit icon ( ) in the Action column to edit metadata groups.
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Click the Add icon ( ) at the top left to add new metadata groups.
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Click the Delete icon ( ) in the Action column to remove a metadata group. You can multi-select (CTRL+Click or Command+Click) and click the Delete icon at the top left to delete multiple metadata groups.
To search for metadata groups, click in the Search box and enter your search term.
- Click Metadata in the left menu, then click Groups.
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Click the Add icon ( ) at the top left to open the Create Group panel.
- Enter a name. The name you enter becomes the group's header throughout Reach Engine's applications.
- Select category/categories to associate the group to the category in the user interface.
- Click Add.
USERS
Administrators can create Reach Engine Access and Collaborate users who can be assigned roles that define the types of actions they can perform.
Note: Reach Engine can be configured to map roles to users based on OAuth groups. Please contact your Levels Beyond representative for details.
Reach Engine Users
Display and Search Reach Engine Users
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Click Users in the left menu, then click Reach Engine Users.
- Select a user. You can:
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Click the Edit icon ( ) in the Action column to edit users.
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Click the Add icon ( ) at the top left to add new users.
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Click the Archive icon ( ) at the top left to archive a user. You can multi-select (CTRL+Click or Command+Click) and click the Archive icon at the top left to archive multiple users.
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Click the Key icon ( ) to reset a user's password.
Note: This option is only available if your organization does not use Okta, Ping, LDAP, or SAML for identity management and single-sign on (SSO) security. In organizations that use the preceding tools, the Reach Engine password is linked with the SSO and must be reset at an organization level.
To disable a user, but not archive the user, select a user, click the Edit icon to display the Edit User panel, and then deselect the Enabled slider.
To display archived users in the list of users, move the Archived slider, at the top right above the list of users, to the right.
To search for users, click in the Search box and enter your search term.
Create a Reach Engine User
- Click Users in the left menu, then click Reach Engine Users.
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Click the Add icon ( ) at the top left to open the Create User panel.
- Enter a unique User Name.
- Enter the user's first and last name.
- Enter a unique Email Address.
- Assign one or more roles to the user in the Role field. Roles assigned to the user determine the assets the user can view, as well as Reach Engine features that are accessible to the user. Note: A user's role must have association to all categories listed on an asset to view that asset.
- Move the Admin slider to the right to give the user administrative access to Reach Engine.
- Click Add. The new user displays in the list.
The new user receives an email welcome to Reach Engine. The email contains the user's User ID and a system-generated default password and prompts the user to change the password when they first log into Reach Engine.
Note: Access uses BCrypt encryption to store passwords.
Collaborate Users
Display and Search Collaborate Users
- Click Users in the left menu, then click Collaborate Users.
- Select a user. You can:
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Click the Edit icon ( ) in the Action column to edit users.
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Click the Add icon ( ) at the top left to add new users.
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Click the Delete icon ( ) in the Action column to remove a user. You can multi-select (CTRL+Click or Command+Click) and click the Delete icon at the top left to delete multiple users.
Create a Collaborate User
- Click Users in the left menu, then click Collaborate Users.
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Click the Add icon ( ) at the top left to open the Create Collaborate User panel.
- Enter the user's first and last name.
- Enter a unique Email Address.
- Click Add. The new user displays in the list.
The new user receives an email welcome to Collaborate. The email contains the user's User ID and a system-generated default password and prompts the user to change the password when they first log into Reach Engine.
Categories
Categories are applied to collections, videos, clips, audio assets, images, projects, other assets and metadata groups. They are primarily used for organizational purposes and permissions restrictions.
Note: A user's Role must have association to all categories listed on an asset to view that asset.
Common examples of categories include:
- Business Process Uses: Ready for review, accepted, rejected, ready for editing, raw materials, completed projects.
- Departmental Uses: Post-production, public relations, producers, client.
- Multi-Company Uses: Accelerated Entertainment, Levels Beyond, External Company.
Display and Search Categories
- Click Users in the left menu, then click Categories to display a list of existing categories.
- Select a category. You can:
-
Click the Edit icon ( ) in the Action column to edit categories.
-
Click the Add icon ( ) at the top left to add new categories.
-
Click the Delete icon ( ) in the Action column to remove a category. You can multi-select (CTRL+Click or Command+Click) and click the Delete icon at the top left to delete multiple categories.
Categories are sorted alphabetically by display name.
To search for categories, click in the Search box and enter your search term. The search looks at the Display Name, Description, and ID fields.
Create a Category
- Click Users in the left menu, then click Categories.
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Click the Add icon ( ) at the top left to open the Create Category panel.
- Enter a display name and description for the new category.
- Choose the roles associated to the category.
- Click Add. The category displays in the list.
Roles
Administrators can create roles, set Reach Engine access, and manage the permissions assigned to a group of users. For example, an editor may be assigned create, modify, view and delete permissions; a reviewer may be assigned only modify and view permissions; and a producer may be assigned only create, modify and view permissions.
Each role can be associated with one or more categories. Roles can also be associated with one or more metadata groups.
Note: When modifying Roles, a Modify Asset Categories checkbox allows Administrators to control which Roles can modify asset categories.
Display and Search Roles
- Click Users in the left menu, then click Roles.
- Select a role. You can:
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Click the Edit icon ( ) in the Action column to edit roles.
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Click the Add icon ( ) at the top left to add new roles.
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Click the Delete icon ( ) in the Action column to remove a role. You can multi-select (CTRL+Click or Command+Click) and click the Delete icon at the top left to delete multiple roles.
To search for roles, click in the Search box and enter your search term.
Create a Role
- Click Users in the left menu, then click Roles.
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Click the Add icon ( ) at the top left to open the Add Role panel.
- Enter a name for the role.
- Choose metadata groups and permissions.
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Choose the category permissions:
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Choose View Uncategorized Assets to give non-admin users access to view assets that do not have categories. The following scenarios occur if a user's role does not have "View Uncategorized Assets" set:
- When a clip is created, the clip inherits the parent video's categories.
- When a new collection is created, setting a category is mandatory.
- When a new project is imported, setting a category is mandatory.
- Choose Edit Asset Categories to allow users in the role to modify asset categories.
- Choose the Role(s) for which the categories are visible.
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Choose the asset permissions.
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Choose Edit Assets to allow users in the role to edit asset details, including:
- Asset name.
- Asset metadata.
- Clip mark in/out points.
- This option does not include editing asset categories.
- Choose Delete Assets to allow the user in the role to delete assets.
- Choose Create Collections to allow users in the role to create collections.
- Choose Add/Remove from Collections to allow users in the role to add and remove from the contents in a collection.
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Choose the download & export permissions.
- Choose Download Proxy to allow the user to download proxies. If a user has multiple roles, the user can download proxies if at least one role permits it.
- Choose Download Source & Mezzanine to allow the user to download high-resolution source files. This option is useful if the user wants to work on the files when not connected to a network. This option is not for Clips or Collections.
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Choose the Collaborate tasks & permissions.
- Choose Share Assets Externally if the role can download assets (Shared tasks) in Collaborate.
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Choose Request Assets Externally to define if the role can create tasks in Collaborate to request assets (Request tasks).
- Choose the workflows started by these roles to allow a role to view additional workflows.
Notes:
- Users that are assigned one or more roles will have access to all workflows run by any users assigned to those role(s) on the workflow status screen, not just their own workflows.
- Archived roles do not display in the list.
By default, the roles are allows to Take Action on Workflows Started by the Above Roles. Move the slider to change this option.
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Choose Use RQL to refine permissions to allow the user to use RQL search queries. Note that a role with RQL permission that grants access to content:
- Allows users with that role to see thumbnails of those assets.
- Allows users with that role to see metadata if their Role also grants view metadata access and/or edit metadata if their Role also grants edit metadata access.
- Enter the RQL Permissions.
- Click Add. The new role displays in the list.
Notes:
- When a user has multiple roles, the user can perform an action if at least one role permits it.
- The Roles panel allows an administrator to define read-only (view) permissions for specific metadata groups within the Role.
- Users assigned multiple roles should have optimistic viewing/editing permissions:
- If one user's Role has view and another Role does not, the user can view.
- If one user's Role has edit and another Role has view, the user can edit.
- A metadata group cannot be both view and edit at the same time.
- If a user has access to an Asset and that Asset has a metadata group, then if one of the user's Roles has either view or edit access, the user can see the metadata group's fields.
- If Edit is selected for a metadata group, it is assumed that the user has view as well.
With release 2.7, you can define file systems, directories, libraries, and path mappings for storage. In the past, storage was defined using a .properties file, which required customers to contact Levels Beyond to make changes and to restart the system in order for the changes to take effect. With release 2.7, storage options can be added and changed by your organization's administrator and changes take effect immediately with no down time.
The storage structure is hierarchical. A file system is the top level of your storage. An example of a storage structure might be:
- File system: AWS
- Directory: levelsbeyond:reachengine/proxies/
- Library: s3proxies
File Systems
A file system is the top level of your storage. To create or edit file systems:
- Click Storage in the left menu, then click File Systems.
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To edit an existing file system, click the Edit icon ( ) in the Action column. Make the necessary changes and click Save.
Directories
You can configure directories for the types of storage you have defined on the File Systems page. Directories are a level below the file system storage level. User permissions are tied to directories. Currently, you can view and update existing directories.
- Click Storage in the left menu, then click Directories.
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To edit an existing directory, click the Edit icon ( ) in the Action column. Make the necessary changes and click Save.
Note: The File System picklist is populated with file systems defined on the File Systems page.
Libraries
Libraries are used for managed storage or repositories, such as the default locations for mezzanine and proxy files or other supported content types. Currently, you can view and update existing libraries.
- Click Storage in the left menu, then click Libraries.
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To edit an existing library, click the Edit icon ( ) in the Action column. Make the necessary changes and click Save.
Path Mappings
Path mappings provide a translator between two different storage systems. For example, if one storage uses Linux and another storage uses Windows, the path mappings translate the syntax so both storage locations can be used and understand each other. Currently, you can view and delete existing path mappings.
- Click Storage in the left menu, then click Path Mappings.
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To edit an existing path mapping, click the Edit icon ( ) in the Action column. Make the necessary changes and click Save.
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To delete an existing path mapping, click the Delete icon ( ) in the Action column.
DYNAMIC PROPERTIES
Dynamic properties can be used for system configurations and workflow variables that need to be updated. Dynamic properties can be modified without restarting Reach Engine.
Display and Search Dynamic Properties
- Click More in the left menu, then click Dynamic Properties.
- Select a Dynamic Property. You can:
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Click the Edit icon ( ) in the Action column to edit the dynamic property.
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Click the Add icon ( ) at the top left to add a new dynamic property.
Create a Dynamic Property
- Click More in the left menu, then click Dynamic Properties.
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Click the Add icon ( ) at the top left to add a new Dynamic Property. The Create Dynamic Property panel displays.
- Enter the key and value.
- Click Add.
Enable Feedback Icon
Administrators can enable the Feedback () icon, which lets users providefeedback, request features, vote on feature requests, see what is in progress, and see which features were recently released. The Feedback icon is configured per installation. To configure the Feedback icon for your company, add a dynamic property with the following values:
- Key = feedbackEnabled
- Value = true
Search for a Dynamic Property
To search for a dynamic property, enter the property name in the search field. As you enter text, the list shortens to include only those items that match the entered text.
EXEC SERVERS
Execution servers are separate from the Reach Engine server. They can be used to run processes and communicate with other servers including the Reach Engine server. Execution servers accept command line parameters to run transcoders, delivery services, etc.
For more information, please contact your Levels Beyond representative.
Display and Search Exec Servers
- Click More in the left menu, then click Exec Servers.
- Select an Exec Server. You can:
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Click the Edit icon ( ) in the Action column to edit an Exec Server.
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Click the Add icon ( ) at the top left to add a new Exec Server.
Create an Exec Server
- Click More in the left menu, then click Exec Servers.
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Click the Add icon ( ) at the top left to add a new Exec Server. The Create Exec Server panel displays.
- Enter the server name, host, and port.
- Select the server's operating system from the list.
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To activate the server so that it can be used, move the Enabled slider to the right. If you choose not to enable the server during server creation, you can enable it later from the server list by moving the Enabled slider.
- To allow commands to the server, check Online.
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The Commands area is read only through the Admin tab. The information in the Commands area is populated by a TXT file that is installed when the exec server is installed. This command file specifies commands that can be run on this exec server, such as a transcoding command. For more information about commands, please contact your Reach Engine support team.
- Click Add. An ID is automatically assigned to the exec server.
Enable/Disable Exec Server
To enable or disable an Exec Server, select the server from the list and move the Enabled slider.
Search for an Exec Server
To search for an exec server, enter the server name or host name in the search field. As you enter text, the exec server list shortens to include only those servers that match the entered text.
Live servers allow you to stream and ingest live events into Reach Engine. Dynamic Clipping allows an organization to take in a live event video via an HLS stream, take clips off that live HLS stream, and post those clips onto the social media sites Facebook, Twitter, and YouTube. Most other assets from within Reach Engine can also be posted to social media sites, but each site dictates the assets it will accept. For example, YouTube does not accept documents.
Administrators must configure both the live servers and feeds as well as the linked social media accounts. When these connections are set up, users with permission can get content in front of digital viewers within minutes of real-time. Users can watch events as they unfold with full control of the playhead. They can create clips in the same fashion as library content, tagging them as they go. Clips are posted to social media via a seamless user action, resulting in expanding your audience in near real-time.
To view existing live servers, click the More menu, then click Live Servers & Feeds.
Create Live Servers & Feeds
- From the More menu, click Live Servers & Feeds.
- Click the + icon in the upper left (above the ID column). The right panel opens.
- Enter aNamefor the new linked account.
- Enter theAddress(URL) for the server.
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Select the serverType.
Note:Currently, Elemental Live is the only Type option.
- Click Add.
Edit Live Servers & Feeds
- From the More menu, click Live Servers & Feeds.
- Click the Edit icon for the live server you want to edit.
- Edit the live server details as needed, then click Save.
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