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Rev Initial Set Up
How to Prepare Out-of-the-Box Features
Account Admins are responsible for setting up many of the features that come out-of-the-box with a new Rev Online Help environment that user accounts will have access to when you launch your media management platform.
There is no exact order that you must use when setting up a new environment but some features depend on others to be implemented first before they may be used. To get you up-to-speed quickly, the checklists below point you to helpful topics for setting up Rev Online Help so that your users are ready to go with minimal downtime after your Rev Online Help purchase.
User Interface / Video on Demand (VOD) Prep
The following topics help you set up your Rev environment for your end-users by preparing your graphic user interface and initial content for launch.
 
Tip: As noted, you do not have to follow topics in order. That said, it is recommended that you prepare your UI/VOD settings first or set up your user accounts last (if your email server is set up during implementation). If you do not, you will invite new users into a “blank” environment.
 
Media and Custom Settings
Decide which features will be available for your media. Create your video categories if you have enabled them. Decide how your content will expire by creating expiration rules. Create custom fields for metadata specific to your organization on your videos if desired.
 
Brand Your Environment
Customize the Rev environment with your own brand, theme, or colors if desired. Decide if you need metadata fields specific to your organization and create them and customize the Rev Home Page specific to your needs as well.
 
Upload Initial Content
Upload and organize some initial content in your system so users log in to an environment that has a Home Page, Featured Playlist, and so forth. Decide upon your initial access controls.
 
Define your Search Strategy
Decide if you are going to use subtitles and speech search early. Define the types of keywords and search strategies you will use with your videos and put a system in place that will make your content even easier to find and share.
 
System Set Up
The following topics help you set up your Rev system environment so that it is prepared for devices, security, transcoding and so forth.
 
Tip: As noted, you do not have to follow topics in order. That said, it is recommended that you prepare your UI/VOD settings first before you begin setting up your system environment. Otherwise, it is recommended that you set up your user accounts last (if your email server is set up during system set up). If you do not, you risk inviting new users into a “blank” environment.
 
Security Set Up
Decide on your password and security rules for user accounts if different from the default settings. Set up your email server if you did not do so during implementation. Configure your account for Single Sign On and specify a primary viewing DME if required.
 
Device and LDAP Connector Set Up
Add the APIs and devices that will be required for video sources and viewing. Add an LDAP Connector for importing groups and users.
 
Zone Set Up
Add the zones and preposition content that will form your distribution network.
 
Transcoding Set Up
Review Transcoding Presets and Rules. Set a preferred video player.
 
Integrations Set Up
Set up your third party integrations with Rev (if applicable).
 
Event Set Up
Add the Presentation Profiles your Event Admins will need for Webcasts. Train or point them to how to set up and host events.
 
Groups
Decide what kinds of groups you will use and add or import them and your users once your UI/VOD is prepped.
 
Users
Add or edit any additional user accounts you may need or import them once your UI/VOD is prepped.
 
Teams
Add a team to further bundle users and groups together that will view similar content or perform similar functions.
 
Approval Processes
Decide which upload approval processes you will put in place in your system so that no unapproved content will inadvertently be uploaded and distributed.