Echo360 FAQs

Before You Contact Us Please review our Support Overview documentation prior to first contacting Echo360 support. Each Echo360 client is entitled to two primary support contacts who should be the primary personnel opening support cases with Echo360 support. Please check with your help desk if you aren't sure who those contacts are at your institution. Whether you contact us online or by telephone or email, please have the following information ready so that we can provide the most timely and productive response: Your contact information (name, telephone number, email address). Your operating system version plus any relevant third-party software versions (such as your browser). A description of the problem, including any steps taken to re-create the issue, if applicable. The issue severity you have assigned as response times may vary depending on severity. Note: In order to engage Echo360's 24/7 global support process (during off hours), you will need to contact us online by creating a Severity 1 support case. Online For the fastest response time, please use our Resource Center: https://echo360.com/resource-center/ Once you’ve reported your issue, you will receive an automated reply that includes a case number for future reference. To create a case online: Go to https://echo360.com/resource-center/ Log in using your Resource Center credentials: Click MY CASES: Click CREATE A NEW CASE: Select your Case Priority: See our definitions here. Select your Product Type: Product Types are: ESS: Legacy EchoSystem Server ALP: Echo360 Active Learning Platform Lecture Tools: Legacy Echo360 Lecture Tools (no longer supported) Provide your: Name Email Address Subject: A brief description of your question or issue Message: Details of your question or issue (optional) Attach any relevant files that could help expedite resolution Email You may also send any support related inquiries via email. This will automatically generate a Severity 3 support case. [email protected] Once you’ve reported your issue, you will receive an automated reply that includes a case number for future reference. Telephone Telephone support is available during business hours, excluding Echo360 company holidays. If you leave a voicemail, that message will be reviewed immediately during normal business hours. Region Hours of Operation Phone Number(s) North America South America Monday – Friday between 8AM – 8PM Eastern Time (ET) +1 703 667 7500 Europe Asia Monday – Friday between 9AM – 5PM local UK time (GMT) +020 3026 3473 Australia New Zealand Asia Monday – Friday between 8AM – 5PM Western Standard Time (WST) +800 UTC Australia: 1300 324 600 NZ: 0800 324 600 Outside Australia: +61 6180 2799

The Echo360 Technical Support team is responsible for troubleshooting and diagnosing common or complicated technical issues pertaining to your Echo360 active learning solution. Standard Support Program The Standard Support Program is designed to help you maintain and support all of your Echo360-licensed solutions. All customers with an active license/contract or maintenance agreement will receive the following: Designated Customer Contacts With the Standard Support Program, you may designate two primary contacts to communicate with Echo360 Technical Support and may change the designated contacts for this service at any time. Unlimited Incidents Under the Standard Support Program, you’ll have access to support for an unlimited number of incidents. Support incidents are managed with Desk.com, an industry leading incident management system. Software Updates The Standard Support Program offers free software updates for licensed Echo360 products. Customers with active licensing and support contracts with Echo360 are entitled to hotfixes, service packs, and major product releases. Return Materials Authorization Should you experience an issue with an Echo360 hardware device currently under warranty and we confirm that the unit is faulty; we will replace that unit at no cost to you. Echo360 Service Status Echo360 provides a tool enabling all customers to track active service degradations and disruptions. An Echo360 cloud-based active learning platform service degradation is defined as an impaired but functional service while a service disruption is defined as an interruption in service functionality. Customers may go to status.echo360.com to see any active service disruptions or degradations as well as subscribe to receive notification of any future service disruptions. 24/7 Global Support Program All Echo360 cloud platform customers receive 24/7 support for high severity issues. To provide this service, Echo360 uses a global follow-the-sun support team as well as a paging system to alert our support staff during off hours. Please follow this workflow during off-hours in order to trigger our paging system and alert our support staff: Requests for assistance to resolve Severe issues must be submitted online through the Resource Center. This resource center is functionally linked to our global follow-the-sun support team and our automated paging system and as such, is the only trigger for off-hours assistance. An internal system will monitor for accounts that are either using our cloud platform or have been granted Premium Support coverage on the EchoSystem Server. If a top priority Severity 1 case is submitted by an authorized account, we will use a combination of a global follow-the-sun support team and on-call technicians to deliver assistance. This system includes an automated escalation scheme that ensures backup technicians and appropriate management members are notified. Supporting Echo360 Within Your Institution While Echo360 is always ready to assist you with any support-related needs, it’s also important to create an internal support community within your institution. Echo360 recommends defining an internal support methodology and support personnel during your initial onboarding process. Faculty and Student Support Requests Echo360 does not provide direct support to faculty and students as part of the Standard Support program. Faculty and student support requests should be sent to your institution’s help desk for evaluation and assistance. Internal Help Desk Your institution’s internal help desk evaluates the issue and uses self-help resources and internal knowledge to resolve the issue. If the help desk has exhausted all resources and knowledge on a particular issue, the support request should be escalated to the designated customer contact(s). Designated Customer Contact(s) Designated customer contacts are Tier II support personnel for Echo360 solutions internal to your institution. Escalated issues are evaluated by the designated customer contacts for resolution. These contacts will be granted access to create Echo360 support cases and engage our 24/7 Global Support Program. Self Help Resources Documentation EchoSystem: http://confluence.echo360.com/ Active Learning Platform: https://support.echo360.com/ Video Tutorials Active Learning Platform: Instructor Student Support Escalations For urgent technical issues, please submit a Severity 1 support case via the Resource Center. Your account team leader is here to ensure your institution is successful. Please contact your Customer Success Manager or account team for assistance with any non-technical questions.

Disclaimer: The instructions on this page may still work but have been made obsolete by updates to the Echo360 API. Please refer to the following article for updated instructions: Linking LMS Courses/Sections with Echo360 Sections using the API. This archived page is being retained for reference purposes only, and will be removed in the near future. An Echo360 Engineer developed the attached document to assist LMS admins in using the API to link LMS Courses to Echo360 Sections: Using Public API to Map LMS Course To Echo Section In order to link LMS courses or sections directly to Echo360 sections, without asking the instructor or admin to manually link them, Echo360 needs you to provide two pieces of information: The name of the field, or reference identifier, that contains the course/section ID value. Each LMS uses a different field. The LMS course/section id, previously referred to as the External System ID and now referred to as an LMS Course ID. This identifies the particular course/section to link directly to Echo360. Once Echo360 has this information, users clicking an LTI link in their LMS section are automatically routed to the Class List for their Echo360 section. Technical Details: Echo360 communicates with LMS via LTI (Learning Tool Interoperability). When a user clicks an LTI link configured to communicate with Echo360, the LMS sends an "LTI payload" containing a series of fields and values, to let Echo360 know who is clicking the link, where they are coming from, what they are hoping to get in return, among other things. Within this LTI payload is a field that identifies the LMS course they are clicking from. However, different LMS' use different fields to hold this information. Or rather, values for some fields are easier to obtain from the LMS than others. So Echo360 needs to be told what field you want us to look at for each LMS. This is expected to be a static value and established only once for your LMS configuration. Background If you previously used the EchoSystem (ESS) and have or are migrating to the Echo360 active learning platform, AND you used the External System Id field to directly link LMS sections to ESS sections, you understand the linking process to some degree. The part that is different is the need to manually identify what field the LMS must use to find the LMS course/section value to equate to the Echo360 section. If you are a customer new to this process, this background should provide some insight as to why these instructions have you configure the system in this way. In the ESS, the only thing an Admin had to do was to enter the course/section value from the LMS into the Section configuration on the ESS, into the External system id field. When a user clicked on an LTI link from the LMS section identified with that value, the ESS section page would automatically appear. The reason this worked was because the ESS hard-coded the reference field to look for, for each LMS. Then we told Admins how to obtain the LMS course/section value that corresponded to that field. This is both good and bad. Good because it eliminated the need for the extra step of identifying the LMS field to get the value from. Bad because if the LMS ever changed where it maintained that information, the entire setup would break down. It would be ideal if we could look at the same field for all LMS', such as "context_id", which contains a unique UUID for each course/section. However, depending on the LMS, it may be very difficult for LMS Admins to obtain that value for each course. So we are allowing admins the flexibility to identify which field will contain the value to link. The below instructions let you create your setup using the same fields the ESS used. That allows us to give you accurate end-to-end procedures that will work to link your LMS sections to Echo360 sections. You can change these as needed based on your ability to find the values passed by your LMS. Identifying the LMS Reference ID Field The instructions below provide steps to enter the external system reference ID that corresponds with the course/section identifier value (external system id) requested for each LMS in the procedures later on the page. NOTE: A Field has been added to the LMS Configurations page that allows you to enter the Course ID Field name into the UI of the LMS profile, instead of using the API and the below instructions to do this. See Configuring LMS Integration for additional information. You can use whatever field you want; if you know the name of the field in the LTI payload and know how to get the field value for each LMS course/section, use that one instead of those identified above. Those shown here are known to correspond to the LMS course/section values identified in the Section API procedure below. Navigate to the Swagger Docs UI for your region (https:///api-documentation). If you have not done so already, generate an access token to authorize you to make API calls, and paste that value into the access token field at the very top of the page. Click lms-profiles to list the available operations, then select GET lms-profiles operation to expand it. Scroll down (if necessary) to access the Try it out! button, and click it. The Response Body lists the LMS configurations set up for your Echo360 institution. Copy the UUID from the "id" field in the response for the LMS to which you want to add the reference field. Click the PUT operation for the /public/api/v1/lms-profiles/{lmsProfileId} endpoint. Scroll down to see the parameters needed to run this call. Paste the copied id value into the lmsProfileId field. To the right of the body textbox, click on the Model Schema shown there to populate the body with the needed fields. Replace stringwith the copied values, but leave the quote marks. Return to the GET call to copy and past the corresponding fields into the body of the PUT call. Delete the ltiCartridge parameter if you are not using it (it is optional). Enter the following for the courseIDField value, depending on the LMS you are updating: CANVAS = custom_canvas_course_id SAKAI = lis_course_offering_sourcedid MOODLE = context_label BLACKBOARD = context_label DESIRE2LEARN = context_id Click Try it out! located at the bottom of the PUT panel. If the values and access token are all valid, you will see a 200 response confirming a successful call. To verify that the update took place, run the GET call for the lms-profiles. The response will include the externalSystemRefId you just added for your LMS. There! Your LMS is configured to use the identified field. This field corresponds with the course/section values requested from each LMS in the instructions below. Linking the Echo360 section to the LMS course/section The instructions below provide steps to enter the external system ID value, which is the value that identifies the specific LMS course/section that you want to link to. This is also the value that appears in the LTI payload in the field added to the LMS profile above. Before performing the following steps, you must have already created the LMS and Echo360 sections (you need the ID number for both). The Echo360 Section identifier is available from the URL of the section class list, or from the URL if viewing the section details from the Courses page as an administrator. We also recommend that you add the LTI link to Echo360 into your LMS course, so that you can log in and click the link once configuration is done, to ensure the LMS-to-Echo section linking worked. NOTE: The lmsCourseIds shown in the image above remains as a valid usable field but may be deprecated in the near future in preference of the lmsCourses array. Do not begin using the lmsCourseIds field if you do not already. For each LMS, this value is available as follows: NOTE: If you are using a different field value for your LMS profile than those listed in the LMS Profiles API procedure above, be sure you enter the corresponding course/section value here. Those shown here are known to correspond to the LTI payload field name identified in the LMS Profile API procedure earlier on this page. Navigate to the Swagger Docs UI for your region (https:///api-documentation). If you have not done so already, generate an access token to authorize you to make API calls, and paste that value into the access token field at the very top of the page. Click sections to list the available operations. Click the PUT operation for the /public/api/v1/sections/{sectionId}/lms-course-ids endpoint. Scroll down to see the parameters needed to run this call. Paste the Echo360 section identifier (pulled from the URL for the section) sectionId field. To the right of the body textbox, click on the Model Schema shown there to populate the body with the needed fields. Replace string for the lmsCourses parameter with one or more LMS course/section identifier values, but leave the quote marks. This is an Array-type data field and can accept multiple values. CANVAS = Use the course or section ID value shown in the URL of the course or section home page. For example, in the following URL, the section number is 1874496 https://.instructure.com/courses/832164/sections/1874496 MOODLE = Use the Course Short Name, available on the Edit Settings page for the course. BLACKBOARD = Use the Course ID, available on the course properties page (Customization > Properties). SAKAI = Use the Provider ID for the section shown in the My Workspace > Realms page for each section. D2L = Use the course or section ID value shown in the URL of the course or section home page. For example, in the following URL, the section number is 204077 https://riverland.ims.mnscu.edu/d2l/home/204077 Click Try it out! located at the bottom of the PUT panel. If the values and access token are all valid, you will see a 200 response confirming a successful call. To verify that the update took place, run the GET call for the section id. The response will include the externalSystemId you just added to the section. To verify that the linking worked, go to the LMS (logging in as an instructor or student for the course) and click on the Echo360 LTI link established for the course. The Echo360 section should appear, with the Class List showing. You should not be asked to select which Echo section to link to. If you see that selection page, something went wrong with the linking. Final note - when you click the LTI link in the course to test the direct linking, one of the following will happen: If you are logged into the LMS as a student, you will be enrolled as a student into the Echo360 section. If you are logged into the LMS as an administrator or instructor, you will be added to the Echo360 section as an instructor, UNLESS... If your institution features are configured to NOT allow automatic instructor provisioning when linking through an LMS, AND you are logged into the LMS as a user who does NOT exist in Echo360, you will not be able to access the linked section. Remember, that these steps are designed to provide basic information on how and where these values reside; if you use the Echo360 API to create sections, you can include the LMS section identifier in the external system id field of the POST call, for each new section.

Echo360 maintains a status page at https://status.echo360.com: Viewing Echo360 Status To see the status of our platform at any time, simply go to our status page. We keep our status updated there 24/7 and will also provide an incident report for any disruptions we experience on the platform. Subscribing to Echo360 Status Updates You can subscribe for updates to our status page via several methods: Email SMS Text Message Webhook RSS Feed To subscribe, visit our status page and click the subscribe button on the top right: From there, you can pick the method(s) to which you prefer to subscribe. Managing Your Subscription We provide granular status updates should any specific component or region be impacted. At any time, you can go and manage which components and regions you wish to receive updates on: You can select which components and regions you want to receive updates on: Here's a description of all the components we provide updates for: Component Potential Features Included Site Access Is Echo360 up and available? Capture Device/Cloud Communication Scheduled Captures Ad Hoc Captures External Media Ingest Processing Editing Playback Video On Demand Playback Live Video Playback Mobile Playback Captioning Downloads Engagement Polling Access & Creation Q&A Access & Creation Presentation Access & Creation Notes Access & Creation Administration LTI Configuration Captioning Configuration Scheduling Sending Emails Managing Captures API Access CSV Functionality Admin Alerting Device Configuration Authentication LTI SSO Echo360 Credentials Mobile App Authentication API Scheduling API Content Migration API Enrollment API Reporting Engagement data tracking Engagement data reporting Administrative data tracking Administrative data reporting

Disclaimer: The instructions on this page provide basic information for how to populate the necessary fields for related objects using Echo360 API calls. The direct linking of LMS courses to Echo360 sections can also be done via Section CSV Import. See Update LMS Course IDs. Furthermore, these instructions use the Swagger Docs UI to demonstrate the API calls, which is not the best or most efficient method, particularly with respect to the Section API calls. However, we believe that once you understand the process, fields, and values that need to be used, that you can translate that information in order to write the proper API calls and/or scripts to perform these tasks more efficiently. Finally, because of updates made to the Echo360 public API to streamline this process, the original instructions, using the LMS Reference ID and External ID are no longer needed. They have, therefore, been removed from this page. However, if you still want or need to reference them, please do so using the following link: ARCHIVED: Linking LMS Courses/Sections with Echo360 Sections using the API In order to link LMS courses or sections directly to Echo360 sections, without asking the instructor or admin to manually link them, Echo360 needs you to provide three pieces of information: The Echo360 Section ID of the section you want to link to. The unique identifier for the LMS Course/Section you want to link from. The location or field for this value differs for each LMS (and is described in the below procedure). The LMS Profile ID of the LTI Profile configured for the LMS. This can be obtained via an LMS-Profile-Id GET call or you can copy it from the Host URL for the LMS configuration. This value identifies the LMS this particular link-through is coming from. Effectively it tells us that "whenever a user comes to us via this LMS ID, and this LMS course, link to this Echo section". Obtaining the LMS Profile ID As stated above, you can simply copy the LMS Profile ID from the LMS Configuration page, or you can use an API call to obtain it, allowing you to use a script to populate that value into the appropriate field for course-to-section linking. To GET the LMS Profile ID Navigate to the Swagger Docs UI for your region (https:///api-documentation). If you have not done so already, generate an access token to authorize you to make API calls, and paste that value into the access token field at the very top of the page. Click lms-profiles to list the available operations, then select GET lms-profiles operation to expand it. Scroll down (if necessary) to access the Try it out! button, and click it. The Response Body lists the LMS configurations set up for your Echo360 institution. The value in the ID field in the response is the LMS Profile ID you will use in the linking call. It is LIKELY to be the same for every Section ID you are updating, in as much as institutions typically have only one LMS. However, if you do use multiple LMS', be certain you are using the CORRECT LMS Profile ID for each Echo360 Section > LMS Course you want to link. Obtaining the LMS Course ID Besides the LMS Profile ID, you also need the LMS Course ID from the LMS, as well as the Echo360 Section ID you are linking into. A GET for sections will retrieve all section IDs, from which you can select the ones you want. The LMS Course ID is available from different places in the LMS, depending on the LMS you are using. Guidelines however, are as follows: CANVAS = Use the course or section ID value shown in the URL of the course or section home page. If there are multiple sections within a Canvas course, and each must link to a different Echo Section, use the Section ID; if there is only one section or all sections in the course must link to the same Echo Section, use the Course ID. Just be sure to use the correct ID for each as necessary. For example, in the following URL, the Course ID is 832164; the Section ID is 1874496: https://.instructure.com/courses/832164/sections/1874496 MOODLE = Use the Course Short Name, available on the Edit Settings page for the course. BLACKBOARD = Use the Course ID, available on the course properties page (Customization > Properties). SAKAI = Use the Provider ID for the section shown in the My Workspace > Realms page for each section. D2L = Use the course or section ID value shown in the URL of the course or section home page. For example, in the following URL, the section number is 204077: https://riverland.ims.scu.edu/d2l/home/204077 Alternately, if you wish to re-use an LMS Course and simply link it through to a different Echo360 Section, a GET call for sections will provide the linked LMS Course(s) for each Echo360 Section ID returned. The above field value locations are based on the default Course ID field for each LMS, as listed below: CANVAS = custom_canvas_course_id SAKAI = lis_course_offering_sourcedid MOODLE = context_label BLACKBOARD = context_label DESIRE2LEARN = context_id If you wish to use the value from a different Course ID Field in the LMS, you MUST replace the above field name in the Course ID field of the LMS Configuration in Echo360 with the exact name of the field you want to use. Linking an LMS Course to an Echo360 Section Once you have all three required values (Echo360 Section ID from a GET sections call, LMS Profile ID from a GET call, and LMS Course ID via the methods described above) you can run the direct linking call via the API. To link your LMS course to your Echo360 Section Navigate to the Swagger Docs UI for your region (https:///api-documentation). If you have not done so already, generate an access token to authorize you to make API calls, and paste that value into the access token field at the very top of the page. Click sections to list the available operations. Click the PUT operation for the /public/api/v1/sections/{sectionId}/lms-course-ids endpoint. Scroll down to see the parameters needed to run this call. Paste the Echo360 section ID into the sectionId field identified in the above figure. To the right of the body textbox, click on the Model Schema shown to populate the body with the needed fields. Replace "string" with the necessary values for the Body of the call as follows: lmsCourseIds: This field remains as a valid usable field but is being deprecated in preference of the lmsCourses array. Do not begin using the lmsCourseIds field if you do not already. It is optional. lmsCourses: This is the array of values used to identify the LMS course, the LTI profile, and whether or not to auto-link the LMS course to the section. These are the SAME values as you would use if you were performing this linking via CSV Import. lmsProfileId: The ID value obtained for the LMS Profile in the Obtaining LMS Profile ID section above. lmsCourseId: The LMS Course identifier obtained in the Obtaining LMS Course ID section above. ltiLinksToSection: A boolean field that accepts true or false as values. This simply determines whether the LTI links from the identified LMS Course will AUTOMATICALLY direct all users to the Echo360 section (set to true). This field is OPTIONAL and defaults to false if not present. NOTE: To auto-link (ltiLinksToSection=true) an LMS Course to an Echo360 section, there can be ONLY ONE Echo360 section linked to that LMS course. Otherwise we have no idea WHICH section you actually want to link to. If multiple Echo360 sections are linked to an LMS course (a 1:Many relationship), those Echo sections appear as options in the LMS, and an Instructor or Admin will need to manually select the Echo360 section to present to users. There CAN be multiple LMS courses auto-linked to a single Echo360 section (Many:1 relationship). Click Try it out! located at the bottom of the PUT panel. If the values and access token are all valid, you will see a 200 response confirming a successful call. To verify that the update took place, run the GET call for the section id. The response will include the lmsCourses array you just configured. To verify that the linking worked, log into the LMS and click on the Echo360 LTI link established for the course (or if necessary, establish an LTI link in the course). One of the following will happen: If you set ltiLinksToSection to true, the link will place you on the Class List for the linked section. You should not be asked to select which Echo section to link to. If you set ltiLinksToSection to false (or did not set it at all) you SHOULD see the identified Echo360 section as a "linked section" selection option. You can select a DIFFERENT Echo360 section to link to, but the LMS Course is already linked to that Echo360 section. If you logged in as a student, you are taken directly to the Class List for the Echo section regardless of the ltiLinksToSection value used. Auto-Linking only applies to Admins or Instructors entering via the LMS, in order to reduce the manual mapping required on the LMS side. If the course and section are linked, Students are always taken to the class list (as long as there are not multiple Echo sections linked to the LMS course). Final note - when you click the LTI link in the course to test the direct linking, one of the following will happen: If you are logged into the LMS as a student, you will be enrolled as a student into the Echo360 section. If you are logged into the LMS as an administrator or instructor, you will be enrolled as an Instructor into the Echo360 section, UNLESS... If the logged in Instructor DOES NOT EXIST in Echo360, AND your institution features are configured to NOT allow automatic instructor provisioning when linking through an LMS, that user will not be able to access the linked section (receiving a User Not Found error). You will need to create the new user in Echo360 first.

Rooms in Echo360 are, logically, located in buildings on a campus. Campuses and buildings exist simply as a way to filter or locate your rooms. They do not need to correspond to an actual physical location, though they often do. Rooms are used for scheduling and to track the location of captures. Each room is associated with one capture device, so that when the room is identified for a class schedule, so is the device. The workflow goes like this: Create a campus. Create one or more buildings for that campus. Create one or more rooms for the building. Add a device to the room. There are two methods for adding rooms to Echo360: Bulk Import - Use the Bulk Room Import feature to add multiple rooms at once, as well as create campuses and buildings, using a properly-formatted CSV file. Manual - Add rooms, buildings, and campuses individually through the interface. These instructions are below. Creating a campus and building(s) You can create a campus and buildings while creating rooms, but for ease of instruction, the procedures are separated out here. The steps, however, are essentially the same. To create a campus and buildings Select Rooms from the main menu. Select Manage Campuses and Buildings from the upper-right section of the Rooms Management screen. In the dialog box that appears, open the Select a campus drop-down list and select +Add new campus. Enter a Campus name. Select the Timezone where the campus resides. Click SAVE. Open the Select a building list and select +Add new building. Enter a Building name. Click SAVE. Repeat steps 7 through 9 to add more buildings to the campus. Click DONE. Repeat the above procedure to create other campuses and their associated buildings as needed.

Devices are added to rooms, and each room has one and only one device at a time. When the room is selected for a capture, either standalone or for a section schedule, that selection also tells that device to capture that class, on that day, at that time. If needed, the device associated with a room can be changed in order to retain any previously scheduled captures. When rooms are first added to Echo360, they are shown with a big button that says ADD DEVICE TO ROOM so you are sure to do so. By default, devices use DHCP for communicating with Echo360. The instructions immediately below are for adding devices that use DHCP. If you are not using DHCP, see Adding a device to a room using Static IP below. NOTE: You must know the MAC address of the device installed in the room in order to select it for a room. If you are adding a POD device to the room, see Using the wireless connectivity feature of the POD appliance first, to know which MAC address to use (hint: it's the even-numbered one, as long as you have a wired connection to the POD appliance). If you are adding a Universal Capture device to the room, see Universal Capture for Admins first to know which MAC address to use. To add a device to a room From the main menu, click ROOMS. Find the room you want to add the device to. Use the filtering lists at the top of the screen to narrow which rooms are shown. Click ADD DEVICE TO ROOM. From the Device list, select the MAC address of the device you want to add to the room. Use the search box to find the device if necessary, by typing the MAC address into the text box. Click SAVE. Adding a device to a room using a Static IP address Capture appliances use DHCP by default for communicating with the Echo360 platform. However, if your devices are to strictly use Static IP addresses for communication, the process for adding those devices to a room differ slightly from the instructions above. For additional information, see Using a Static IP Address for Appliance Network Configuration. To add a device using a Static IP address From the main menu, click ROOMS. Find the room you want to add the device to. Use the filtering lists at the top of the screen to narrow which rooms are shown. Click ADD DEVICE TO ROOM. From the Device list, select Add a new device. Enter the MAC address of the device you are adding. You can use either hyphens or colons between the sets of characters. For example: 00-1C-08-00-04-00 and 00:1C:08:00:04:00 are both valid MAC addresses. Click OK. If the MAC address was valid, you should now see that the device has been successfully added to the Room. If the device does not appear in the room or you receive an error, see below for possible reasons. On the room tile, click the chevron in the top right corner, and select Configure. In the Configure Room modal, navigate down to the Network Settings section and select Static IP (IPv4). The section expands to show the additional fields. Complete ALL of the fields in the Network Settings section. Click SAVE. IMPORTANT: You must complete ALL of the fields to use Static IP; if you do not, the device will revert to using DHCP after you click Save. Possible error causes When adding a device to a room, you may encounter a generic "An error has occurred" message. The most common reasons for this include: Adding a device that is already assigned to a room. Adding a device using an invalid MAC address. Adding an unsupported device (such as a legacy SD appliance) even though the MAC address is valid. The MAC Address drop-down list contains a Search text box. If you are unsure whether or not your device is already in communication with Echo360, use the text box to search for the MAC address of the device you'd like to add first, prior to attempting to add the device manually. Changing the Device in a Room Over time, you may find it necessary to change or replace the device in a Room (due to a device failure, a device upgrade, etc.). Do not delete a Room and recreate it if there are scheduled captures in that Room. To change the Device in a Room From the main menu, click ROOMS. Find the room where you want to change the device. Use the filtering lists at the top of the screen to narrow which rooms are shown. On the room tile, click the chevron in the top right corner, and select Disconnect Device. Follow the regular procedure to add a device to a room.

Some Echo360 features can be turned on or off at the Institution level. When disabled, the features that users would normally see and which are described in the Online Help, are not available. Institution-level feature toggles are accessed by clicking the Settings icon - it looks like a gear and is located to the right of your name at the top of the Echo360 page. Then select Institution Settings. The Institution is located at the top of the list on the left and is selected by default. The Feature Toggle switches are segregated into two tabs: The Features tab list all the settings, categorized by type, that affect the entire institution. The Section Features tab lists the settings that affect things like downloads and Q&A at multiple levels, down to the Section level (configurable by an Instructor) if "Allow overrides" is checked. MOST of the Section Feature toggles are also configurable at the Organization or Department level. Select the Org or Dept from the list on the left to configure features for that level of the hierarchy. IMPORTANT: All features described in the topics linked below are available to enable or disable at the institution level. Some are also available at lower hierarchical levels, including, organization, department, and section. Understand that enabling or disabling a feature at a higher level also sets the default for that feature at the lower levels; use the Allow override checkbox to determine if the setting can be changed at a lower level. Institution Feature Toggles The Features toggles available on the Institution Settings page include (grouped by category): Delegated Administration Enable Delegated Administration - including toggles for setting access to published/unpublished captures. Disable Delegated Administration - including information on what happens to lower-level admins when this is disabled. Content Creation and Management Enable or Disable Automatic Transcription Service (ASR) Note that the ASR toggle has been updated to allow Org, Dept, and Section-level control. It appears in the Features list for institution-level admins; it appears in the Section Features list for delegated (org/dept) admins. Disabling Closed Captioning for the Institution Enable/Disable Ad Hoc Capture Button for Instructors Enable/Disable Capture Deletion by Instructors Enable/Disable Capture Unpublishing by Instructors Enable or Disable Copying of Shared Content Enable/Disable Student Library Page Public Links and Embeddable player links Enable/Disable Public Links to Content Learning Management Systems (LTI) Enable/Disable Section Creation through the LMS Limit Section Selections for LMS Linking Enable/Disable Prompting LMS Users for Echo360 Password Email and Notifications Enable/Disable User-Editable Email Address Disabling Auto-generated Email Notifications Universal Capture Features Enable/Disable Universal Capture Features Section Features Toggles The Section Features toggles available on the Institution Settings page include (grouped by category): Note that the ASR toggle has been updated to allow Org, Dept, and Section-level control. It appears in the Features list for institution-level admins; it appears in the Section Features list for delegated (org/dept) admins. Instructor and Teaching Assistant Permissions Enable/Disable Section Access Links Enable/Disable Co-instructor Editing Enable/Disable Section Enrollment Management by Instructors Enable/Disable Section Cloning by Instructors Allow/Restrict Instructor or Teaching Assistant Copying of Class-published Content Student Content Access Delay Video Availability Until Captioned Enable or Disable Out of Term Student Access Allow/Restrict Student Copying of Class-published Content Content Downloads Enable/Disable Class Content Downloads Enable/Disable Out of Term Content Downloads Enable/Disable Shared Content Downloads Interactive Features Enable/Disable Q&A Enable/Disable SMS Responses to Activities

Delegated administration uses the Institution > Organization > Department hierarchy to allow or restrict administrative access to objects based on their association with a level in the hierarchy. Meaning that an Admin who is given rights to only Department X and Y can perform administrative tasks, like enabling or disabling features, or create/edit/delete courses, but only for items that exist WITHIN that Department. A further discussion on the capabilities of Delegated Administrators can be found in User Roles, Capabilities, and Limitations. Delegated Administration is OFF by default, and when first toggled on, provides institution-level access for all Admin-role users already in the system. To restrict admin access for a user, you must disable their institution-level access first, which removes all lower-level access. Then you can explicitly enable access to the appropriate organizations and/or departments. See Using Delegated Administration for detailed instructions. Because captures are published (or not published) to sections, which exist in courses that that themselves may reside within an Org or Dept (within the hierarchy), delegated administration provides additional toggles that determine which captures an admin can view: only those published to sections in their hierarchy all published captures all unpublished captures Future Admin users must be given explicit administrative privileges to the hierarchy. While existing Admins are given institution-level access when Delegated Administration is FIRST turned on, all NEW admin users have NO administrative access given for any level. You must explicitly provide administrative privileges at the appropriate hierarchical nodes/levels. If you do not, those users will not be able to see courses, sections, or captures. Once enabled, if you disable the toggle, all Org or Dept administrators retain their lower-level access. If your intent is to return all administrators to institution-level admins, check the box for all admins at the Institution level, then turn Delegated Administration off. To enable Delegated Administration Log in as an administrator. Click the Settings icon in the upper-right corner of the screen. From the Settings menu, select Institution Settings. The Institution appears at the top of the list and is selected by default. On the right side of the Institution Settings page, click Features. Under Features, enable the Delegated Administration switch (it is disabled by default). READ the confirmation message that appears, so you understand the impacts of the change. If appropriate, click Yes. The sub-toggles for allowing access to captures outside of the hierarchy are enabled. Enable or Disable the sub-toggles as needed. These are described in detail below. When the Institution page refreshes, you should now see an Administrators tab in the right panel. To configure administrative access for users, click Administrators, then check or uncheck users at each level (Institution, Organization, Department) as needed. See Using Delegated Administration for details. See User Roles, Capabilities, and Limitations for a discussion of the capabilities of institution-level admins vs. delegated (lower-level) admins. Configuring access to published or unpublished captures Because captures are published (or not published) to sections, which exist within the hierarchy, delegated administration has sub-settings that determine which captures an admin can view: only those published to sections in their hierarchy, all published captures, and/or unpublished captures. The sub-toggles function as follows: If both toggles are turned OFF, delegated admins can only see captures that are published to the sections that reside within their hierarchy. This is the default setting. If Allow access to all published content is turned ON, delegated admins can see all published captures, to include those published to sections outside of their administrative access hierarchy. If Allow access to all unpublished content is turned ON, but Allow access to all published content is turned OFF, delegated admins can see captures published to the sections in their hierarchy and any captures that have not yet been published. If a capture is published to a section outside of their administrative access hierarchy, they cannot see it. If both access toggles are turned ON, delegated administrators can see (and control) all captures in the system. They are still, however, limited to publishing those captures only to sections within their hierarchy.

Administrators can delete users from the system when the user no longer needs to be in the system. Deleting a user involves removing all personally identifiable information (PII) about the user, and effectively "anonymizing" the user. Echo360 DOES currently retain section analytics for student users, to meet contractual obligations surrounding historical analytic data. However the data is not tied to any identifiable user apart from being shown to instructors as "deleted user." If the user is unenrolled from sections prior to deletion, their analytic data and any participation items (notes or Q&A) are also removed from the section(s). For clarity, below is a list of what happens when a user is deleted from Echo360: Deleted users are removed from all sections in which they are enrolled. If the deleted user was the Primary Instructor for a section, they are removed and the section has no Primary Instructor (sections do not require them). Capture Schedules where a deleted user was identified as the instructor, now have no instructor identified and all future captures generated by the schedule do not have an owner (owner is "None"). Deleted students' analytic data is retained in their sections and shown on the Analytics tab in the section, but with "Deleted User" as the name. Q&A entries (both student and instructor) are retained and shown with "Deleted User" as the name. Video media owned by the deleted user remains but is not owned ("None" shown for owner). Admins can assign a different owner to the media if appropriate. Videos published to sections remain in those class(es). Presentations (slide decks) owned by the deleted user also remain in the system but are orphaned. Admins cannot see presentations to change ownership. Presentations published to sections remain in those class(es). To "recover" orphaned presentations, another instructor in sections where item(s) were published can create a copy of each slide deck, the copy of which they now own. Deleted users do not appear in any selection lists. Deleted users do not appear in the Users page for Admins Deleted users DO appear in CSV User Exports for admins, however their first and last name is blank, and the email address is "hashed" or randomized. They are listed with status "Deleted". Deleting a user is currently done individually on the Admin's Users page, using the chevron menu located on the right side of each user row. In addition, once you select to Delete a user, you will be asked to confirm the deletion, as this action cannot be reverted. Process Suggestions for Deleting Users Below are a few suggestions for the best or most streamlined ways of deleting users from Echo360. DEACTIVATE users for some period of time prior to deletion; deactivation ensures they cannot log into the system (if you use an LMS, you may also need to deactivate the user in the LMS as well). If you find the user needs to access Echo360 you can re-activate their account; you cannot restore a deleted account. Filter the Users list by Status, to find all Inactive or Invited users. These users are likely the ones you want to begin with when deleting users from Echo360. Reassign video media ownership prior to deletion. You may find that filtering the Captures list by Owner (instructor) or searching by name/email and finding all the media owned by a user who is to be deleted is easier than filtering by "None" after the user is deleted. Reassigning ownership of necessary videos/captures ensures that the media can be managed by another user as necessary. Delete owned video media prior to deletion. As with re-assigning, filtering or searching the Captures list to find media owned by the user who is to be deleted can be useful in determining which videos should be removed from the system entirely. This may be particularly true of Students who may have uploaded personal videos or copyrighted movies to their library that should be deleted.

The Users page allows you to work with individual user enrollments as needed. With respect to enrollments, for any Instructor, Teaching Assistant, or Student listed, you can: See all current enrollments for a user Enroll the user in one or more sections Revoke enrollment for the user Change the role the user currently occupies in an enrolled section. The role the user has for the section determines which materials the user can access, and which actions the user can perform on the materials. Changing the user role for a section changes what they can and cannot do in the section. For example, a user who is typically a student in their sections, may be asked to help the instructor manage the section. In this case, the same user could be assigned as an Teaching Assistant for those sections, and be able to work with the section materials the more in line with the way an instructor would. A user CANNOT have multiple roles for a single section; they must be either a student or an instructor or a teaching assistant for a particular section. See also the Teaching Assistants section of User Roles, Capabilities, and Limitations. OPTION: The Users page is best applied when you need to change enrollments for one or a few users. For changes across a larger set of users, you may prefer to use the CSV Import for Enrollments (create, update, and delete). Tip for Users: Users who occupy multiple roles (in different sections) must CHANGE their current role-view by clicking their Name in the top-right corner of the Echo360 window, then clicking Change. This allows them to select a different role for the institution, showing them their assigned sections for that role. Viewing a User's Current Enrollments To see all of the sections in which a user is enrolled Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list. Click the chevron located to the right of the user's row, as shown in the below figure. Select Enrollments from the menu that appears, as identified in the above figure. A dialog box appears listing all sections in which this user is enrolled, and the role the user occupies in each section. The Enrollments list is the location from which all of the remaining procedures on this page are performed. Adding a User to a Section To add a user to one or more sections Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list. Click the chevron located to the right of the user's row, as shown above. Select Enrollments from the menu that appears, as identified in the above figure. A dialog box appears listing all sections in which this user is enrolled, and the role the user occupies in each section. Use the Term, Course, and Section filter lists across the top of the enrollments panel to identify the section to associate with the user. Use the Role drop-down list to identify the role this user should have for that section. Click ENROLL to assign the user to that section. Repeat the steps above to add the user to another section. Changing Section Role or Removing a User from a Section The chevron menu for each section in the Enrollments list allows you to change the role a user has for an assigned section, or remove the user from the section. To change an assigned role or remove a user from a section Find the user in the Users page using the search box and/or filter drop-down lists at the top of the list. Click the chevron located to the right of the user's row. Select Enrollments from the menu that appears. A dialog box appears listing all sections in which this user is enrolled, and the role the user occupies in each section. Click the chevron for a section, giving you the following options: Click Revoke to remove that user from the section. Click Make student or Make instructor or Make teaching assistant to assign a different role for that section. (Logically, the options you have are determined by the user's current role in the section.) Repeat the above steps to make changes to other assigned sections for the user. When finished, click DONE. You may need to scroll down to see the DONE button.

Captures, as discussed here, are recordings made by Echo360 recording appliances (such as the Echo360 PRO or POD or the SCHD), by Classroom Capture or by Universal Capture, initiated by an Administrator, and set to occur either as scheduled recordings for a section, scheduled recordings of planned speakers, or as one-off recordings of special events. Captures can have sections configured for them, meaning that the completed captures are auto-published into classes in the section. Schedulers can ONLY see and manage capture schedules that are auto-published to sections. Captures without a section will only appear in the selected Instructor's LIBRARY and/or on the Admin's CAPTURES page. Either the Admin or the Instructor will have to publish the capture to make it viewable by other users. ALTERNATELY an admin can copy the public link for a completed capture and post it anywhere you like or embed it (with or without authentication required) in a location where users can view it outside of a section. Instructors can also post/embed public links to videos they own (appear in their LIBRARY page) unless an admin has disabled the public links feature. Opening the capture schedule dialog box There are a number of different ways to access an existing capture schedule in order to edit it. While the examples below show a recurring schedule (that is also auto-published to a section), these methods work for non-recurring schedules as well, and the first two work for those schedules that are not associated with a section (Schedulers must access capture schedules via the Section row in the Courses page). From the Admin Captures page, select Scheduled from the capture status filters across the top of the page. Use the filters on the left to further filter the list as necessary. When found, click on the capture row to open the capture schedule dialog box for editing. From the Courses page, find the course/section for the capture, click the Schedule icon to open the schedules page for the section. From the list, click on the capture schedule you want to edit to expand it. Click on the capture time-slot for the schedule then click the Edit icon (it looks like a pencil) to open the capture schedule dialog box for editing. This is the ONLY method available for Scheduler-role users. Why different colors? If the section has multiple schedules, they are differentiated by color for ease of viewing; the colors have no meaning and are applied randomly. Editing a Capture Schedule Once you've accessed the capture schedule, you can change any of the information in it. Below are a few things you need to know or remember with respect to capture schedules. If your capture schedule is set to auto-publish to one or more sections, edits to the schedule also generate associated edits to the CLASSES created in the section(s). This may include deleting previously generated classes, or updating them with a new name, date, time, or duration. If an instructor has already published to a future class or edited the class details in any way, that class will be retained. In this case, a new class for the edited capture schedule will be created in addition to the original class. Recurring capture schedules being published to a section will observe the Exclusion Dates set for the Term in which the section resides. Meaning no captures are generated on those dates. If there are no sections selected, all recurring dates in the start/end date range are captured. If the capture schedule is set for Live streaming, it MUST have at least one section selected for publishing. In addition, the room selected must contain an Echo360 capture appliance, or a Universal Capture or CCAP installation running on Windows 8.1 or Windows 10. The maximum duration of any scheduled capture is enforced by the system and is dependent on the device being used. The limit for SCHDs is 4 hours; all other capture appliances have a limit of 8 hours. HOWEVER for very long captures, you will want to be aware of the details and limitations outlined in Working with Capture Appliances. Captures longer than 4 hours CANNOT be automatically transcribed by the ASR service. See Automatic Transcriptioning Service or ASR for more information. To edit a capture schedule Use one of the above-listed methods to open the capture schedule dialog box. Enter/Edit a Title for the capture (required). This becomes the name for the capture and the name for the classes created to hold the capture if auto-published to a section. Select an Instructor for the capture. The instructor is typically the person who is running the class to be recorded. The instructor also becomes the owner of the capture; the completed capture will appear in their Library page. If appropriate, enter the email address of any Guest Instructor you may want to include in the capture information. Use the drop-down lists to change the Campus, Building, and Room where the capture will occur. Selecting a room also selects the device that will be used to generate the capture. Select the Inputs to use for this/these captures. Your options are determined by the device's configuration. Select the output Quality for the captures. Your options include Standard, High, and Highest. Select whether to enable Closed Captioning for this capture. This option is only available if you have closed captioning configured for the system. Select whether these captures will be available via Live Stream. This simply means that students can watch the class in real time from a remote location. Enter the Start Date for the capture. Today's date appears by default. For non-recurring captures, this is the date on which the capture will occur. For recurring captures, this is the first date on which the capture will occur. Enter the Time Range for the capture. Select whether the capture repeats or not. Your options are: None (one-time event) Weekly (creates a recurring event on one or more days a week). If you select Recurring, the box expands to show additional required options: Identify the weekly frequency of the capture; enter 1 for every week, enter 2 for every other week, etc. Identify an End date for the capture (the last date on which the capture will occur). Use the sliders to identify on which days each week the capture is to occur. Use the Course, Term, and Section drop-down lists to identify or change the location to which the completed captures are to be published. Selecting a publishing location is optional. Use the Availability settings for the selected Section to set whether or not to delay the availability by a set number of days. You can also make the completed capture Unavailable after a set number of days. Availability is for student viewing; instructors can always see published captures. By default, all published captures are available "Immediately" and "Never" unavailable. The Availability settings are only active if you have a section selected. Logically captures that are not published to a section are not available to students and therefore do not need availability/unavailability set for them. IN ADDITION, the capture availability/unavailability is based on start time of the capture. So for example, a capture set for 10-11am with a delayed availability of 3 days, becomes available at 10am, three days after it is recorded. A capture available immediately, but set to be unavailable after 5 days, will be made unavailable at 10am, five days after it is recorded. To publish to more than one section, click ADD SECTION and repeat the process. You can publish to as many as ten different sections. If you added an additional section, set the availability for completed captures for subsequent sections as needed. To remove a section, click the X located to the right of the section. When finished, review ALL of the information in the dialog box. If correct, click SAVE. Deleting scheduled captures There are three different "types" of scheduled captures, and deleting each of them has different steps. Deleting non-recurring scheduled captures If the capture schedule is non-recurring (happens one time), find the capture on the Admin Captures page as described in the Opening the Capture Dialog Box section at the top of this page. Then click the Delete icon (it looks like a trash can) located on the right side of the capture row. This method deletes a single capture, whether it is recurring or otherwise; it will not delete a recurring capture schedule. For a recurring schedule, the above steps will only delete the selected capture; all other captures in the recurring schedule will still occur. If you are not sure whether a capture is recurring or not, look for a small curved arrow icon located to the left of the capture title (as shown in the below figure). This icon indicates that this capture is recurring. ALTERNATELY, if the non-recurring capture is auto-published to a section, you can delete it from the section's captures page as described immediately below, or use the above instructions. Keep in mind, however, that deleting the capture schedule deletes it for ALL selected sections (if the schedule publishes to multiple sections). To remove the schedule for only one of the sections, click the X located to the right of the section in the bottom of the capture schedule dialog box, shown above. Deleting recurring auto-published captures If the capture schedule is both recurring AND auto-publishes to a section, open the Courses page and find the section schedule as described in the Opening the Capture Dialog Box section at the top of this page. Then click the Delete icon for the section's schedule (also shown above). IMPORTANT: If the capture schedule publishes to multiple sections, deleting the schedule deletes it for ALL listed sections. To remove the schedule for only one of the sections, click the X located to the right of the section in the bottom of the capture schedule dialog box, shown above. Deleting recurring but not auto-published captures (no sections associated) If the capture is recurring but NOT associated with a section, you can either find all instances of the recurrence and delete them separately as you would for non-recurring captures, OR edit the capture schedule to remove the recurrence (change Repeats from Weekly to None, or un-toggle any selected days), then delete the remaining non-recurring capture.

Cloning a section is the process of creating a new section in the same or different term, and copying all of the classes and their content into the new section. Cloning does not carry over any students, instructors, analytics, Q&A or confusion markings on content. Only the classes and their content are cloned into the new section. You have the option to give the new "cloned" section a set schedule, such as Monday, Wednesday, Friday from 10am to 11am, copying the existing classes into that schedule. Alternately, the cloned section can have NO set schedule, and the existing classes will be copied with their class name and content, but with no date/time applied to them. The only user assigned to the new section is the primary instructor selected during the cloning process. If necessary, you can later change the primary instructor of the section once the cloning process is complete. When cloning a section you must select an existing Term and an existing Course. If these do not yet exist, you cannot clone the section. Instructors may need to prepare their sections for cloning: If cloning a section into a class-schedule pattern, and there are more classes in the section than can be fit into the pattern within the term, the remaining classes are copied but have no date/time assigned to them. If there are manually-created classes in the section co-located with the scheduled classes, this can badly throw off the cloned class pattern. Instructors should plan to reorder and/or group their class list to account for these supplemental classes, specifically moving all manually created classes to the bottom of the class list prior to cloning. Refer instructors to Preparing for Section Cloning for more information. To clone a section Select COURSES from the main navigation bar at the top of the page. Use the search box or filter drop-down lists to find the course for the section you want to manage. Click on the course to expand it and list the Sections for the course. HOVER over the section you want to edit, to expose the action icons on the right side of the row. Click the Clone Section icon - it looks like a standard "copy" icon and sits between the calendar and the edit icons. In the dialog box that appears, enter a Section Name. Select a Term and Course from the drop-down lists. Select an Instructor from the drop-down list. This will be the Primary Instructor for the new section. Use the radio buttons to determine if the cloned classes are to be set to a schedule or not. The effects of each option are described in more detail below. If you select to clone the classes on a schedule, enter a Start date, a Start time for each class, a Duration, the weekly frequency, and the days of the week the copied classes should be set to occur. NOTE: Cloning does not generate a capture schedule for the section. Any captures that must be generated for the new section must be scheduled and will create separate classes, different from the cloned classes. When finished, click CLONE. The new section appears in the dashboard of the primary instructor, though may be grayed out if the Term selected for it has not yet started. There are no students assigned to the section yet, and the primary instructor is the only instructor. You can change the primary instructor if necessary, or add other instructors to the section. The instructor will be responsible for editing class names or class dates/times if the automated-cloning application of date/time is not appropriate for all classes. Section Cloning Options When cloning a section, you have two options for setting the section structure: copy all classes with no date/time/duration, or copy all classes into a schedule structure (one that typically corresponds with the lecture schedule for the class). If you select to Set all classes to have no date/time/duration pattern, all classes are simply copied, with the same name and with the content currently published to them into the new section. They retain the same order (and grouping) they currently have in the existing section. The instructor may want to adjust the order or edit the class details such as class name or date/time/duration for some of the copied classes if appropriate. If you select to Set new date/time/duration pattern for each class, you must select a start date and a duration, and a pattern to follow. Then what happens is this: The first class of the current section is copied and now contains the start date, start time, and duration of the first class in the pattern. The second class is copied and contains the next date, start time, and duration, based on the repeat pattern you select. All subsequent classes are copied following this pattern until there are no more classes to copy, or until the Term end-date is exceeded. If there are more classes in the section than can be fit into the pattern within the term, the remaining classes are copied but have no date/time/duration assigned to them. We strongly recommend instructors move any manually created classes in the section to the bottom of their class list prior to cloning so that the scheduled classes line up in the pattern from one term to the next. Refer instructors to Preparing for Section Cloning for details. If you or another administrator later set a capture schedule for the section, the classes created by the schedule should appear in the section along with the cloned classes.

Captures, as discussed here, are recordings made by Echo360 recording appliances (such as the Echo360 PRO or POD or the SCHD), by Classroom Capture or by Universal Capture: Classroom, initiated by an Administrator, and set to occur either as scheduled recordings for a section, scheduled recordings of planned speakers, or as one-off recordings of special events. Captures can be recorded and published for on-demand playback (VOD) or streamed live. If you are planning to live stream captures, know that an on-demand video will automatically be created from the stream and that the live stream quality will be the SAME as that selected for the capture output. Also know that PRO and POD devices stream at a lower bitrate than the SCHD, improving the live viewing experience from those devices. The following table provides a basic guide for selecting capture output quality, particularly as related to the number of users you expect to stream a capture live (number of individual live streams): Quality Recommendation Standard/Medium (API, CSV) Recommended for Live webcasting to students in multiple locations and VOD-only captures (non-live) High Recommended for overflow auditoriums for Live (very few individual viewing streams), single channel display webcasts, and VOD-only captures (non-live) Highest Only recommended for overflow auditoriums for Live (very few individual viewing streams) and VOD-only captures (non-live) Selecting sections for auto-publishing captures Captures can be set to be automatically published to one or more sections, or they can be created without target sections for publishing, to be manually published later. Schedulers can ONLY create capture schedules that are auto-published to sections. Captures that are not associated with a section have the following limitations: You cannot Live Stream a capture unless it has a section associated with it. If you need to set up a live stream for outside of a particular section (available to a wider audience), set up a special events section to publish the Live capture to. Be sure to assign all appropriate users to the section, and possibly configure a shared venue for multiple users to view the stream. See Configuration Requirements for Live for additional information. Captures without a section will ONLY appear in the selected Instructor's LIBRARY and/or on the Admin's CAPTURES page. Either the Admin or the Instructor will have to publish the capture to make it viewable by other users. ALTERNATELY an admin or an instructor can copy the public link for a completed capture and post it anywhere (with or without authentication required). This allows non-section assignees, or even non-Echo360 users to view the media and may be an option if publishing does not provide sufficient user access. Captures scheduled without sections will not recognize any exclusion dates configured for the configured for the term. This is because the capture schedule doesn't have a "term" to work with unless a section is selected. You cannot set Availability/Unavailability unless a section is selected. Availability settings apply only to whether students can view the capture. If the capture is not published to a section, it is not available to students and therefore does not require availability settings. How are exclusion dates enforced? For a recurring capture schedule being published to a section, the exclusion dates configured for the term of the section listed in the Publish list are the exclusions enforced for the schedule. Meaning, no captures are generated on those dates. If there are no sections selected, all recurring dates in the start/end date range are captured. If you publish to multiple sections that reside in different terms, the term dates for each section's term is enforced with respect to exclusion dates and term start/end date limitations. Live Streaming captures Be aware of the following with respect to live streaming captures: Live Stream quality is the same as capture output quality: The ability to set the Live Stream quality separately has not yet been implemented. Captures must be published to one or more sections in order to be live streamed; if no sections are listed, the Live stream toggle is unavailable. IF you are having problems streaming Live captures, set your capture output quality to Standard for captures that are also to be streamed live. This will reduce the size and bitrate of the stream. Also be aware that both the PRO and POD devices stream lower bitrates than SCHD. The selected room must contain an Echo360 capture appliance (SCHD, PRO, or POD), a CCAP installation running on Windows 8.1 and above or Universal Capture: Classroom. Creating a scheduled capture (recurring or singular) As with all captures, you must identify a room for the capture, which in turn identifies the device that will be doing the capturing. Captures can only be added for rooms where a capture device has been added. Furthermore, the maximum duration of any scheduled capture is enforced by the system and is dependant on the device type being used (4 hours for SafeCapture HDs and 8 hours for all other capture appliances). For details and limitations, see Working with Capture Appliances. NOTE that scheduled captures take precedence over ad hoc captures. This means that any ongoing ad hoc captures will be stopped so that a scheduled capture can occur (regardless of when the schedule was created). To create a scheduled capture capture Use one of the following methods to open the Capture dialog box. From the Admin Captures page, select ADD CAPTURE. From the Courses page, find the course/section for the capture, click the Schedule icon then select ADD CAPTURE TO SECTION. If you select this method, the Publish section of the dialog box automatically lists the section you came from. In addition, this is the ONLY method available to Scheduler-role users. The capture dialog box appears as shown in the below figure. Enter a Title for the capture (required). This becomes the name for the capture and the name for the classes created to hold the capture if auto-published to a section. Select an Instructor for the capture. The instructor is typically the person running the class to be recorded. The instructor selected also becomes the owner of the capture; the completed capture will appear in the My Content tab of their Echo Home page. If appropriate, enter the name or email address of a Guest Instructor. This is a text field designed to simply identify a guest lecturer for the capture schedule if appropriate. It is for informational purposes only. Use the drop-down lists to select a Campus, Building, and Room where the capture will occur. Selecting a room also selects the device that will be used to generate the capture. Select the Inputs to use for this/these captures. Your options are determined by the device's configuration. Select the output Quality for the captures. Your options include Standard, High, and Highest. Select whether to enable Closed Captioning for this capture. This option is only available if you have closed captioning configured for the system. Select whether these captures will be available via Live Stream. This simply means that students can watch the class in real time from a remote location. Enter the Start Date for the capture. Today's date appears by default. For non-recurring captures, this is the date on which the capture will occur. For recurring captures, this is the first date on which the capture will occur. Enter the Time Range for the capture. Select whether the capture repeats or not. Your options are: None (one-time event) Weekly (creates a recurring event on one or more days a week). If you select Recurring, the box expands to show additional required options: Identify the weekly frequency of the capture; enter 1 for every week, enter 2 for every other week, etc. Identify an End date for the capture (the last date on which the capture will occur). Use the sliders to identify on which days each week the capture is to occur. IMPORTANT: The End Date defaults to today's date; if you do not change it, you will not have a recurring capture. Be sure to change the end date for recurring capture recurrences. Use the Course, Term, and Section drop-down lists to identify the location to which the completed captures are to be published. Selecting a publishing location is optional. See the statement near the top of this page regarding the generation of captures without section association. Use the Availability settings for the selected Section to set whether or not to delay the availability by a set number of days. You can also make the completed capture Unavailable after a set number of days. Availability is for student viewing; instructors can always see published captures. By default, all published captures are available "Immediately" and are "Never" unavailable. Availability settings are only active if you have a section selected. Logically captures that are not published to a section are not available to students and therefore do not need availability/unavailability set for them. IN ADDITION, the capture availability/unavailability is based on start time of the capture. So for example, a capture set for 10-11am with a delayed availability of 3 days, becomes available at 10am, three days after it is recorded. A capture available immediately, but set to be unavailable after 5 days, will be made unavailable at 10am, five days after it is recorded. To publish to more than one section, click ADD SECTION and repeat the process. You can publish to as many as ten different sections. If you added an additional section, set the availability for completed captures for subsequent sections as needed. To remove a section, click the X located to the right of the section. When finished, review ALL of the information in the dialog box. If correct, click SAVE. The figure below shows a completed capture dialog box, where the capture is to be published to two different sections. Both of those sections will have classes automatically created to hold the completed captures. The date and time for the classes will be the same in both sections, and the capture to be published will also be the same in both sections (one capture published to two different locations). The capture will be available immediately for students but will become unavailable after 14 days, for both sections (availability can be set differently per section if needed). Keeping in mind that if a user chooses to Edit the capture, the changes will apply to all published versions.

To use Sakai with Echo360's active learning platform, you need to configure Echo360 as an external tool in Sakai, then link that tool to each course site where the classroom media/content will be delivered through Echo360. What Sakai version are you using? The instructions provided here assume you are using Sakai 10.4 or higher, which supports the addition of Echo360 as an LTI Tool in Sakai on the Administration Workspace level. If you are using an earlier version of Sakai, you may need to add the tool at the Site level. However the basic options, settings, and process information included here still applies. BEFORE YOU BEGIN: You will want to determine if your Echo360 Courses and Sections will be created separately in Echo360 and then linked to through the LMS, OR if you want to enable the simplified One-Click Provisioning feature for your institution. The One-Click course provisioning auto-creates the course and section in Echo360 from the LMS link, using the same course code and name as the LMS. This is designed to accommodate institutions who want to limit administrative involvement in Echo360 management, and use Echo360 primarily as a content management solution for instructor class materials. You can still create capture schedules for the sections, to record and publish lectures, or allow instructors to generate ad hoc captures for their sections, if lecture capture is part of your institution's workflow. Beyond the one-click course provisioning feature, all other LMS integration steps remain essentially the same and are described below. Workflow for configuring Sakai to provide Echo360 content Enable the Sakai LTI configuration in Echo360. This generates the Key, Secret, and Host URL fields needed to set up the External Tool in Sakai. Adding Echo360 to Sakai as an External LTI Tool. Adding Echo360 Link to Sakai course site. This step can be done by the Admin or the Instructor. Adding an Echo360 Embed Button to Sakai content windows. This provides an "easy embed" button for instructors and students to embed videos from their Echo360 library directly into Sakai content pages for viewing. Click the link to Echo360 and select the Echo360 Section to show to users through this Sakai site page. If appropriate for your institution, Instructors may also choose to create multiple assessment links and link to individual classes within an Echo360 section. Alternately, instructors or admins can create the Echo360 course and/or section through the tool interface. Whoever creates the section this way is automatically assigned as an instructor to the course. Users who log into Sakai and click the Echo360 tool link are automatically passed through to the Echo360 section's class list, and automatically enrolled in the class with the corresponding user role. NOTE: The procedures in these topics are provided as guidelines to the Sakai LTI Tool setup process. Refer to the Sakai documentation for additional details, or contact Sakai product support if you need further assistance.

If using a light with the Echo360 Pod or Echo360 Pro appliance, see the section below for additional information. If using the Echo360 Device Service, see Using the Device Monitor Software as a Service below for additional information. In Echo360-speak, the term Device Monitor refers both to a small light attached to a classroom PC, as well as to the software that makes the light work with our system. The light is also sometimes referred to as a "puck-light". This light has two functions: The light color/flash pattern indicates the status of a capture currently occurring If configured to do so, the Delcom light acts as a button; pressing it can start, stop, pause, or resume a capture. Only the Delcom light is capable of acting as a button for capture controls. Strictly speaking, however, the Device Monitor is actually the software. It is a Windows-only application designed to work with a Device Monitor light (small, visual signal indicator lights that attach via USB port to a classroom PC). The Device Monitor software provides communication between the light and the capture appliance (SCHD, Echo360 Pro, Echo360 Pod, CCAP or Universal Capture: Classroom installation). Together, the light and the software provide a visual confidence monitor to instructors and students on the state of a capture device while recording. The Device Monitor software also allows users to pre-configure logins and section selections so that instructors can quickly initiate an ad hoc recording without needing to log into the device and use the device interface when used with the Delcom light. You can download either mode of the Device Monitor software from the Echo360 Downloads page (Settings icon > Downloads) if you are an Echo360 Administrator. Only one mode of the Device Monitor can be installed and used on one PC, choose the one that best suits your needs. VERY IMPORTANT!! The Device Monitor can be used in one of two modes. Either using the standard, Echo360 Device Monitor software or using the service-level Echo360 Device Service. If using the standard, Echo360 Device Monitor the PC must be on and a user must be logged in for the software to work. While it does run in the background, it does not run as a service. The Echo360 Device Service must be used instead in order for the device monitor to run as a service. See Using the Device Monitor Software as a Service below for additional information. Supported Device Monitor Lights Delcom USB HID Visual Signal Indicator Product number 904007-SB Kuando Busylight UC Alpha Kuando Busylight UC Omega Using the Delcom light with the Pod or Pro appliance As stated above, the device monitor software is the product that controls communication between the light and the capture appliance. When using a light through a PC where the device monitor software is installed, the available functionality as described in these help topics is the same regardless of the type of capture appliance being controlled. In fact, when using the light with an SCHD, the light MUST be plugged into a PC with the software installed; you cannot plug the device directly into an SCHD. You can, however, plug a light directly into an Echo360 Pro or an Echo360 Pod device, and it will provide capture status monitoring as well as basic capture control (if used with the Delcom light). But when bypassing the software, there are limitations to the functionality available. If your light is plugged directly into a USB port of an Echo360 Pro or Echo360 Pod device: The light color/flash indicators for capture status use the default settings which are (any customization done via the software do not apply): green = idle yellow = preroll red = capturing flashing red = error flashing yellow = paused flashing green = stopping If using a Delcom light, which supports capture controls: The light can only be used to pause or resume a running capture. You cannot stop a capture in progress and you cannot initiate an ad hoc capture. These tasks can be done via the front panel of the Pro or the touchscreen of the Pod. Once again, if you need full functional control of captures via the Delcom light, plug the light into a PC and install the device monitor software. Using the Device Monitor Software as a Service The Echo360 Device Service is a service-level version of the Device Monitor software that does not require a user to be logged into the podium PC. Again, as stated above, the device monitor service is the product that controls communication between the light and the capture appliance. When using a light through a PC where the device service is installed, the available functionality as described in these help topics is the same regardless of the type of capture appliance being controlled. You can download the Device Service from the Echo360 Downloads page (Settings icon > Downloads) if you are an Echo360 Administrator. When using the Echo360 Device Service: You cannot initiate an ad hoc capture with the Delcom light as there is no associated user information. The Device Service is supported on Windows 10 only. The Echo360 Device Service and the Echo360 Device Monitor software cannot both be installed for use on one PC. Instead, install the version that best suits your needs.

In order for students to access the Echo360 content for a course, a link to the Echo360 external tool must be added to each course site. Who can do this? A Sakai Admin can do this for all sites, or an Instructor or non-managing Teacher can do this for their own sites. If the Administrator configured the External Tool in Stealthed Mode, an Administrator must be the one to add the tool link to the course site. The instructions below are provided as a guide for adding an External Tool link to sites in Sakai. PLEASE use these only as a general guide and refer to your Sakai Documentation for detailed instructions. The below steps were performed using Sakai 11. To add the Echo360 LTI tool link to a site Log in to Sakai and navigate to a site. Select Site Info from the left navigation. Select Manage Tools from the options across the top, as shown in the below figure. From the Checkbox list in the Course Tools page, select External Tool. OPTIONALLY, if you scroll to the bottom, and the Echo360 External Tool is shown there, you can simply select the tool from there to add it to your your course Site. However, you will not have the option of renaming the tool, if you want to do so, to customize it for your site. Scroll to the bottom and select Continue. In the Customize tool instances page, enter the Title you want shown for the link to Echo360, then click Continue. In the confirmation page, check that the changes you have made to the tool list for your site are correct, then click Confirm. When the Site Info page appears, the new External Link to Echo360 appears in the Tool List for the site, as shown below. IF DESIRED, click Tool Order from the options across the top of the Site Info page, to move the new Echo360 Link to a different location in the list. Reordering tools is an optional step. In the Tool Order page, drag and drop the tools to the location you want them to appear for users in your site. When finished, click Finish. The Site Tools list on the left side of your site now appear in the order in which you placed them. The Next Step is to MAP the Echo360 Tool Link to the proper Echo360 Section. This can also typically be done by either an Administrator or an Instructor. Linking the Sakai Site to the Echo360 Section The below instructions are a brief overview of the linking process. If you need more detail, see Linking LMS Courses to Echo360 Sections or Linking LMS Courses to Individual Classes/Classrooms. To Map the Echo360 link from your Sakai section to an Echo360 section: Click on the Echo360 link you just added to the course site. Use the drop-down lists on the window that appears to find the course, term, and section to link to. NOTE: If limited by your administrator, you may have only a Section drop-down list to select from. This list shows all Echo360 section in which you are enrolled as an Instructor. The Link to your Section Home radio button is selected by default. Click LINK CONTENT as shown in the below figure. If you want to link directly into a particular class, follow the instructions in Linking LMS Course to Echo Classrooms. Understand that to link to both sections and individual classrooms, you will likely need to add multiple External Tool links to your Sakai site. Your Sakai Site is now linked to the Echo360 section. Users can click the link from your Site and be directed to the Class List for the Echo360 Section.

Upgrading the Sakai Plugin: Upgrading the Echo360 plugin for Sakai involves simply replacing the existing plugin with a new one. PRIOR to following the Download and Install steps below, move the existing echo360-tool.war file in the webapps directory to another location for backup. Example: mv /webapps/echo360-tool.war /tmp/echo360-tool.war The Sakai Tomcat application server will then automatically uninstall the echo360-tool.war deployment, and log it in the catalina.out log file: e.g. INFO [ContainerBackgroundProcessor[StandardEngine[Catalina]]] org.apache.catalina.startup.HostConfig.undeploy Undeploying context [/echo360-tool] INFO ContainerBackgroundProcessor[StandardEngine[Catalina]] org.sakaiproject.util.SakaiContextLoaderListener - Destroying Components in echo360.tool At this point you can follow the instructions below to install the new version of the plugin. Echo360 provides a plugin for Sakai that once installed, generates an Echo360 button in the content editor for easy-access to embedding Echo360 videos. This plugin allows instructors, teaching assistants, or students to embed videos (or upload and then embed) from Echo360 directly into a Sakai page or content window. Administrators can use the Echo360 embed button to embed any video in the system to which they have access. The plugin supports Sakai 12.6 and higher. IMPORTANT: For any user to use the Echo360 embed toolbar button, you MUST enable Public Links for instructors in Echo360. Otherwise instructors, teaching assistants, and/or students will not be authorized to generate public links or the embed code necessary for this button to embed videos into Sakai. LMS-Embedded videos provide view data such as view counts and heatmap data, as shown in the Analytics tab of the media details page of the video. Furthermore, as long as the user is logged into the LMS, and you have at least version 1.0.5 of the Sakai plugin, the views can be attributed to unique viewers and as such are counted as Unique Views in the analytics data provided. The LMS Configuration information (Key, Secret, and URL) can be the same as they are for the External Tool you may already have configured in Sakai for Echo360. These procedures must be performed by the Sakai/Echo360 Administrator. NOTE please that the steps below for the Sakai Administrator are provided as a guide; please refer to the Sakai documentation for further details if necessary. Download and Install the Echo360 Plugin for Sakai For convenience this plugin is packaged and distributed as Echo360SakaiPlugin-.zip file, and contains of two separate pieces of software to install in the Sakai LMS: echo360 CKEditor plugin folder the handling the user-interface logic echo360-tool.war Java Servlet WAR package handling the business logic regarding LTI launch requests and responses The contents of the Echo360SakaiPlugin-.zip is structured as below to support easy installation: . # Sakai installation root location ??? ECHO360_README.md # README file ??? ECHO360_VERSION.info # Release Version file ??? sakai ? ??? echo360.properties # Example echo360.properties file ??? webapps ? ??? echo360-tool.war # Echo360 Tool Java Servlet WAR package ? ??? library ? ??? editor ? ??? ckextraplugins ? ??? echo360 # Echo360 CKEditor plugin folder ? ??? plugin.js ? ??? icons ? ??? echo360.png ??? ... To download and install the Echo360 Plugin for Sakai Log into Echo360 as an Administrator and navigate to the Downloads page (Settings > Downloads). Scroll to the bottom and click the Download link for the Sakai Plugin, and save the Echo360SakaiPlugin-.zip onto the Sakai application host server. Unzip the Echo360SakaiPlugin-.zip into the Sakai installation root location. e.g. unzip -o Echo360SakaiPlugin-.zip -d Once unzipped, the Sakai Tomcat application server will automatically deploy the echo360-tool.war file, and log it in the catalina.out log file: e.g. INFO [localhost-startStop-8] org.apache.catalina.startup.HostConfig.deployWAR Deploying web application archive /opt/tomcat/webapps/echo360-tool.war INFO localhost-startStop-8 org.sakaiproject.util.ToolListener - registering tools from resource: /tools/echo360.tool.xml INFO [localhost-startStop-8] org.apache.catalina.startup.HostConfig.deployWAR Deployment of web application archive /opt/tomcat/webapps/echo360-tool.war has finished in 3,849 ms Check the following files have been unzipped into the equivalent paths within Sakai. 1. /ECHO360_README.md 2. /ECHO360_VERSION.info 3. /sakai/echo360.properties 4. /webapps/echo360-tool.war 5. /webapps/library/editor/ckextraplugins/echo360/plugin.js 6. /webapps/library/editor/ckextraplugins/echo360/icons/echo360.png Locate and edit the /webapps/library/editor/ckeditor.launch.js file to register the echo360 CKEditor plugin. Find the toolbar_Full variable declaration, and the line ['Link','Unlink','Anchor'], and add the following line below it: ['echo360'], Find lines declaring CKEDITOR.plugins.addExternal(...); and add the following line: CKEDITOR.plugins.addExternal('echo360',basePath+'echo360/', 'plugin.js'); Find the line declaring ckconfig.extraPlugins+="..."; and add ,echo360 to the comma separated value. ckconfig.extraPlugins+="sakaipreview,image2,audiorecorder,contentitem,movieplayer,wordcount,notification,autosave,echo360"; Save the changes above to /webapps/library/editor/ckeditor.launch.js file. Once completed, the Sakai LMS rich-text editor will display the echo360 CKEditor button to users (no restart is required). In order for the plugin to display the user's content library to select from, complete the below steps to configure the plugin for your Echo360 institution. Configure the Echo360 Sakai Tool Configuring the Sakai plugin involves simply entering the LMS Configuration values for your existing Sakai configuration. The Key, Secret, and URL tell the plugin which Echo360 institution to point to, and provides secure communication between the plugin and your Echo360 institution. The LMS Configuration values to use are found on the Settings Icon > Configuration > LMS Configurations page of Echo360. You must be an Echo360 Administrator to access these values. You must be a Sakai administrator to enter them into the settings on the Sakai server. As with the above procedures, the below steps are provided as guidelines. Please refer to your Sakai documentation for further instructions if necessary. To configure the Echo360 plugin for Sakai Log into Echo360 as an administrator and click the Settings icon in the upper right corner of the screen. Select Configurations. The LMS Configurations page appears by default. Find your Sakai configuration profile; these are the values you will copy and paste into the properties file on the Sakai server. Host URL Consumer Key Shared Secret Edit the /sakai/sakai.properties file and add the following properties (refer to example echo360.properties): echo360.launch.url= echo360.launch.key= echo360.launch.secret= echo360.iframe.default.width=640 echo360.iframe.default.height=360 Edit the /sakai/sakai.properties file and add the following to enable Sakai's Anti-Samy security to allow embedding Echo360 content. content.cleaner.default.low.security=true Restart Sakai Tomcat application server. The Content window toolbar should now provide the Echo360 button for embedding Echo360 videos. Instructors, teaching assistants, and students can embed any videos they own (appear in their My Content library) or upload a video then embed it. Administrators can embed any video they have access to in the system. Remember that the Public Links feature in Echo360 must be enabled for the institution in order for users to embed links to their videos.

Device Monitor 1.9.4+ includes an admin override feature that supersedes any local settings and uses configuration values from a supplied XML file. This allows for mass deployment of the application without the need to configure each individual instance. When an admin override XML is used, Device Monitor will parse it, use the supplied settings and prevent any configuration changes through the user interface. This includes graying-out the appropriate fields in the Echo360 Configuration window and preventing access to the Device Monitor Configuration window. Applying admin override settings Once you apply the adminOverride.xml file, you will need to restart the Device Monitor application to apply the settings. In addition, if your override file configures the device login as well as the device URL, the password you use in the file must be encrypted. The Device Monitor software provides an encryption mechanism for you. See encryption instructions below. To configure the Device Monitor via XML file: Generate an adminOverride.xml file using the example shown below. Replace the values with your configuration settings. If you are using username/password values in the file, see the password encryption instructions immediately below. Save the file to the following directory (the directory is created on Device Monitor installation, so you must have installed the DM software first): C:Program Files (x86)Echo360Echo360 Device Monitor Stop and restart the Device Monitor application (select Close Device Monitor from the System Tray menu, then manually launch Device Monitor from the Start menu. To encrypt the password: Open the bundled encryption utility called EchoCryptHelper located in the following directory: C:Program Files (x86)Echo360Echo360 Device Monitor Enter the password you wish to encrypt and click Encrypt. Copy the resulting value from the Encrypted Output field and paste it as the EchoEncryptedPassword value in the adminOverride.xml file. When finished, click Close. Example adminOverride.xml file An example adminOverride.xml which outlines the required structure is as follows: https://10.3.6.164:8443 instructor 166125033209225163193094161087240006163200008085 true false false false false false 2 50 6 50 4 50 7 50 3 50 5 50 false 2 13 50 false 5 8 50 The two primary tags that dictate the level of override are the EchoServerURI and OverrideDelcomSettings tags: The EchoServerURI tag is populated with the URL (IP address) of the capture appliance you want the Device Monitor to connect to. In addition, you can identify the default login information for the Device Monitor to use for any ad hoc captures initiated using the light. With this tag present and ONLY the device URL identified, the Device Url field in the Echo360 Configuration window will not be editable. However, the Username and Password fields will still be available. With this tag present and populated with the URL, Username, and Password, none of the fields in the Echo360 Configuration window are editable and the option will be grayed out in the System Tray menu. Setting the OverrideDelcomSettings tag to true forces the application to use the Delcom light configuration settings/values directly from the XML file, and disables the configuration option from the interface (system tray menu, as shown below). Both of these tags can be defined, but at least one must be present for the application to correctly parse the XML file. Additionally, the Delcom light settings in the override XML directly reflect the settings available in the interface and use an integer to map the light configuration. This mapping is shown in the table below: Integer Light Configuration 1 Lights Off 2 Green Light 3 Green Light Flashing 4 Red Light 5 Red Light Flashing 6 Yellow Light 7 Yellow Light Flashing 8 Green Solid/Yellow Light Flashing 9 Green Solid/Red Light Flashing 10 Yellow Solid/Green Light Flashing 11 Yellow Solid/Red Light Flashing 12 Red Solid/Green Light Flashing 13 Red Solid/Yellow Light Flashing 14 Green Solid/Yellow Solid 15 Green Solid/Red Solid 16 Yellow Solid/Red Solid 17 Green Solid/Yellow Solid/Red Solid

This page describes how to install the Echo360 SafeCapture HD (SCHD) into the location where it will perform captures. After placing and connecting the SCHD, the next step will be to configure the device to communicate with the Echo360 active learning platform. Order of steps: You MAY want to review the information in Configuring Capture Devices, and download a device file to the USB Drive included with the SCHD before placing the device in the room. If you already have a configured device file on a thumb drive, you can use that for all SCHD devices if appropriate. IMPORTANT! Consider location carefully: The maximum allowable operating temperature of the SafeCapture HD device is 50°C/122°F. Be sure to install the device in a location where the unit is well ventilated, and the temperature around the unit does not exceed this limit. If operated in an environment where temperatures exceed this limit, the unit may overheat and malfunction permanently. What's in the box Unpack the SCHD and confirm you have all of the items listed below. There should be five separate pieces, including two mounting brackets. Item Picture SafeCapture HD Power Cord USB Drive Two mounting brackets Installing/Connecting the SCHD When considering where to place the SCHD device, be advised of the following recommendations/requirements: Review the safety standards that apply to installation location. Observe these standards to ensure proper device functionality and avoid possible injuries. Ground the appliance properly. Note the device's MAC address. It is located on the back of the SCHD. Note also the room into which you are installing the device. You will use the MAC address to assign the device to the Room. The SCHD cannot record HDCP-restricted content: Be sure to install your capture appliances in a room that does not include devices protected by HDCP (High-bandwidth Digital Content Protection). Echo360 capture appliances cannot record high-definition content protected by HDCP. If instructors are in the habit of bringing their own devices and plugging them into a console for display recording, note that newer Mac computers have HDCP enabled. In some cases, instructors will attempt to play HD content that is restricted by HDCP on the Mac, causing the display feed to be blank, to appear as disconnected, or to record/return very low quality resolution. In this case, users can play the content in Standard Definition or attempt another workaround. To install/connect the SCHD Connect the power cord to the SCHD and to a wall outlet (preferred). Connect the SafeCapture HD to the network. Connect the display devices (laptop, PC, document camera, etc.) to the channel labeled Primary Display/Secondary Video. Use DVI-I (Dual Link) Digital-Analog cable. If you do not have this type of cable, use a VGA to DVI-I adapter that has both a 4-pin analog link and a dual digital link. The adapter illustrated below is the correct adapter. DVI adapter. If you are using RCA connectors, insert them. If you are using the audio bare wire block, see Configuring Balanced Audio Input for Capture Appliances. Connect the video device to the channel labeled Primary Video/Secondary Display. Turn on the SafeCapture HD. Continue with configuration of the SafeCapture HD.

The Echo360 SafeCapture HD (SCHD) is a dedicated, all-in-one capture appliance, capable of capturing either standard or high-definition video input, along with display and audio. The SCHD is no longer in active production. The appliance is used to capture video, computer display, and audio inputs from connected capture devices, synchronizing the media feeds, then sends them to the Echo360 active learning platform. Students and Instructors then access Echo360 to view the resulting media. General specifications Dimensions: 431mm wide x 317mm deep x 44mm/1RU tall (without mounting options). Meets global standards for ROHS 6/6 compliance. Multiple internal temperature sensors with temperature-dependent variable speed forced-air cooling. Removable, cleanable air filtration. Echo360 STRONGLY recommends you clean the air filter at least once a year. Device failure is most commonly due to overheating; overheating is frequently due to constricted airflow caused by a dirty filter. To clean the filter, turn off the appliance, then remove the thumb screw located on the back of the appliance, opposite the power button, as shown in the below figure. Pull out the filter cartridge and clean the filter. Replace the cleaned filter and cartridge and turn the appliance back on. World-compatible direct AC connection. Input voltage: 90-240vAC 50/60Hz, using an IEC320-C13 cable. Power and heat: 62 watts (212 BTU/hr) max, 50 watts (171 BTU/hr) during capture. Agency Certifications UL 60065, 7th Edition, 2006-11-20 FCC CFR47 Parts 15:107/15:109 Deployment options Mount in a standard 19" A/V rack. Set on a tabletop or shelf. Mount directly to a surface within a podium. NOTE: The maximum allowable operating temperature of the SafeCapture HD device is 50°C/122°F. Be sure to install the device in a location where the temperature around the unit does not exceed this limit. If operated in an environment where temperatures exceed this limit, the unit may overheat and malfunction permanently. Display input Capture full-motion output from any VGA, DVI or HDMI-enabled device, including document cameras, electronic whiteboards, and computers. Full-motion encoding records applications, annotations, embedded video, and animations. Capture input resolutions from 640x480 to 1920x1080. See Appliance Display Resolutions. High-performance encoding engine provides an H.264-encoded output at 30fps at any resolution and bitrates from 240 kbps to 3.2 Mbps. All input aspect ratios supported, encoded to either Normal (4:3) or Wide (16:9/16:10) output. Digital or analog input via DVI-I connector, passively adaptable to VGA or HDMI input. Primary display input can alternatively be used as a secondary video input and will thus support the same video characteristics shown below. Appliance display resolutions The attached spreadsheet (SCHD_Display_Resolutions.xlsx) lists all of the available appliance display resolutions. The abbreviations in the spreadsheet are as follows: DMT: Display Monitor Timing lists standard display timings for various resolutions and screen sizes. GTF: Generalized Timing Formula is a video timings standard. CVT: Coordinated Video Timings (CVT) is a replacement for GTF. CVTRB: Video Timings-Reduced Blanking is a VESA standard which offers reduced horizontal and vertical blanking for non-CRT based displays. Video input Digital (HDMI, DVI) or Analog (composite) video input. NTSC or PAL support. Capture input resolutions from QCIF to Full D1 and to HD-1080p. Provides H.264-encoded output with configurable frame rates from 1fps to 30fps, and bit rates from 120kbps to 3.2Mbps. Primary video input can alternatively be used as a secondary display input and will thus support the same display characteristics listed under Display input above. Recommendation for Composite Sources: It is recommended to configure your composite source to provide 4:3 input. Audio input Audio encoding in stereo, mixed-mono, or mono. Audio capture in AAC, sampled at 22kHz or 44kHz, encoded at bit rates from 32kbps to 128kbps CBR. Options for Pro-level (+4dBu/1.228Vrms/1.737Vpk) or Consumer-level (-10dBv/0.316Vrms/0.447Vpk) signals. Pro Line-level audio input with bare wire termination for direct wiring of stereo Balanced (non-powered) or Unbalanced audio. Consumer Line-level audio input with stereo RCA connector. Digital audio via in-band HDMI or DVI sources supported.

In some cases, the SafeCapture HD does not work after installation or stops working after maintenance. If none of the LED lights are illuminated (not even the green power LED1), the problem usually relates to the power source or power supply. In most cases, the problem is a loose, blown, or improperly installed fuse. If you are having a power source problem, verify that the fuse is intact and is properly installed. Disconnect the Power to the SCHD! Before beginning any work on the SafeCapture HD, turn the power switch off and unplug the device. Simply turning the device off does not remove the device from the AC power supply. Remove and Inspect the Fuse Block The fuse block for the SafeCapture HD is a red plastic block that resides to the left of the power switch in the power switch assembly on the back of the device. Follow the below steps to remove the fuse block and verify the fuse is installed correctly. Open the cover to the fuse block using either your fingers or a flat-head screwdriver. The picture below shows the fuse block being removed from the power switch assembly. As you remove the fuse block, note of the positions of the following items: The fuse resides in the top of the fuse block, positioned in the fuse slot so that it sits toward the inside (front) of the SCHD. The horizontal metal bars, shown on the left side of the fuse block in the picture above, are on the side away from the power switch and power cord connection. Once the fuse block has been removed from the SafeCapture HD, check for improper assembly of the fuse block. The picture below shows a fuse block with the fuse installed correctly. Notice that: The "inside" end of the fuse block (the end positioned closest to the front of the SafeCapture HD), has flat metal prongs, similar to those on a power cord. These prongs plug into the key for the fuse block inside the power switch assembly. The slot for the fuse may be longer than the fuse you are using. The fuse block is designed to work with two different types of fuses, of different lengths. The picture below shows the shorter fuse. The fuse is placed in the slot so that one end of the fuse is located at the pronged end of the fuse slot. This is the end of the fuse block inserted into the SafeCapture HD first. Underneath the "inside" or pronged end of the fuse slot is a metal contact. This is not an electrical contact. It is a spring that provides tension against the fuse from underneath. Inside the switch assembly (from which you removed the fuse block) there is an electrically-active contact. When a properly configured fuse block is placed inside the power switch assembly, the tension spring presses the fuse against it. This helps ensure constant contact with the fuse. Once you have finished inspecting the fuse and block, and ensuring the fuse is intact and the block configuration is correct, re-insert the fuse block into the power switch assembly. If you still don't have power, you may have inserted the fuse block incorrectly. This will not cause permanent damage to the SCHD, but you will not receive power until the fuse and fuse block are installed properly. Check for Improper Assembly There are a number of easy-to-miss fuse block items that will cause the SCHD to not receive power until they are fixed. Fuse Not Properly Placed in Fuse Slot The fuse slot is designed to accommodate two different size fuses. One is longer than the other. If you have the shorter fuse, it may be installed at the wrong end of the fuse slot. The fuse will snap in as you expect, but because the inside end of the fuse is not in contact with the metal spring, it is not being pressed against the electrical contact inside the power switch assembly. The picture below shows a fuse improperly installed into the fuse slot. As identified in the above picture, notice that: The left end of the fuse is not located at the pronged end of the fuse block. The metal spring is visible. If it is visible, it will not press the fuse against the electrical contact inside the power switch assembly. If this is the problem, remove the fuse and re-insert it into the fuse block, placing one end of the fuse at the pronged end of the fuse block. Missing Metal Clip If you flip over the fuse block to view the underside (the side opposite the fuse slot), you should see a metal clip, as shown in the picture below. The clip is required to complete the electrical circuit. While the clip is typically well-secured to the fuse block, it is possible to accidentally knock it loose while handling the fuse block. If this clip is missing, you will not get any power to the device, although the device is not harmed. Re-attach the clip to the fuse block. Place the clip at the pronged end of the underside of the fuse block, with the open end facing away from the prongs, as shown in the picture above. It should snap into place. This clip resides on the bottom of the fuse block and cannot be clipped onto the top (fuse side) of the fuse block.

The front of the Echo360 SafeCapture HD has 10 LEDs, grouped in two banks of 5, as shown in the photograph below. There is also an Echo360 logo light in the center, between the two banks, that indicates recording status of the device. As indicated in the picture, to identify each of the LED lights, we have numbered them 1 to 10, from left to right. Each light and its indications are described in more detail in the section below. Each LED can display different colors (blue, green, yellow, orange, red). Some also blink. The colors and blinking indicate different states, as identified in the following graphic. This information is downloadable as an Excel spreadsheet (LED-MatrixNumbered-052012.xlsx) for screenreader users if necessary. In the above table, some text is demarcated by asterisks (example: *>95%*). The asterisks mean that the LED blinks. The color of the text matches the LED blink color. For example, the CPU Load light (LED3) blinks white when the CPU load is above 95 percent. This is shown in the table by the white "*>95%*." text. Descriptions of the LEDs Each of the LEDs on the front of the SafeCapture HD device is described below. The LEDs are numbered 1 through 10, from left to right as you are looking at the front of the device. Power (LED1): Indicates the power state of the appliance. Depending on the model of SafeCapture HD, this light can indicate the following: In SafeCapture HD models with serial numbers containing PHB or later, this light is connected to the power supply and indicates that there is power to the device and the power switch is turned on. If the light is off, the device is not receiving power and may have a blown fuse. See Troubleshoot the SafeCapture HD Power Supply for more information on checking and replacing fuses. In SafeCapture HD models with serial numbers PHA and earlier (for example, PGH), the light is active only when the unit starts (boots up). Mean Temp (LED2): Indicates the mean internal temperature of the appliance, based on measurements from seven on-board sensors. Action Required if LED2 blinks white!! The Mean Temp indicator (LED2) blinks rapid-white if any internal sensor detects a component over its rated temperature. Cool the appliance immediately: Ensure that all the exhaust fans and intakes on either side of the appliance have ample clearance. Provide sufficient ventilation to enclosed spaces containing an appliance, such as podia and equipment closets. Heat accumulates in enclosed spaces. Use the provided rack-mounting hardware to mount the appliance in an enclosure designed for professional-grade electronics. Relocate the appliance to an open air environment if the enclosed space cannot provide appropriate ventilation. CPU Load (LED3): Indicates the total percentage load of the central processing unit (CPU). DSP Load (LED4): Indicates the combined total percentage load of the channel-1 and channel-2 digital signal processors (DSPs). This light is not active. It will almost always be blue. Eth0 (LED5): Indicates the interface and link state of the appliance's Ethernet port. Echo360 logo. The round Echo360 logo between the two LED sets shows capture worker status. Off means the device is idle; Red means the device is recording; blinking indicates the capture binaries (firmware) are restarting. USB (LED6): Indicates the state, if any, of devices connected to the appliance's USB port. Echo Com (LED7): Indicates the state of the appliance's communications connectivity with the Echo360 server. IP Config (LED8): Indicates the state of the appliance's IP configuration. Channel 1 (LED9): Indicates the status and type of signal(s) present on input channel 1. Channel 2 (LED10): Indicates the status and type of signal(s) present on input channel 2. When more than one signal is present on Channel 1 or Channel 2, the indicators will alternate between the colors representing those signals while the device is idle. While the device is recording, only the recorded signal's color is lit.

Echo360 is a web-based application that uses a browser to view content and as such has certain browser requirements. Beyond ensuring you're using a supported browser, there are also some configuration settings you may need to check or change to successfully use Echo360. If you access Echo360 directly through the Echo360 URL, you may not need to change any of your browser configurations. However, if you access Echo360 through an LMS such as Canvas or Moodle or Blackboard, and PARTICULARLY if the Echo360 window is opened inside of a browser frame, the below-listed changes to the Chrome browser settings will likely be necessary in order to view Echo360 class recordings and LIVE streams as provided. Enabling Cookies in Chrome Cookies contain some of the current session and authorization information we need to know who you are and to allow you to view content. This is especially important where a main website such as the LMS or your University Portal tries to open Echo360 inside of a frame. In this case, the cookies are necessary for the two authentication mechanisms to talk to each other and open Echo360 content for you. Cookies are enabled in Chrome by default. However, in the event they are blocked, you may need to allow them to view Echo360 content. If you are using Chrome across mobile devices (and are signed in with a Google login) the Advanced settings described here are configured on the Primary device and are typically applied across ALL devices. Chrome retains its cookie settings in the Advanced portion of the Settings page. To allow cookies in Chrome Open Chrome Click the Configuration and Customization button on the top right of your Chrome toolbar, then select Settings from the menu that appears, as shown in the below figure. Type the word "cookies" in the search box at the top of the Settings page to be directed to the Cookies settings in Chrome. Select Content settings as identified both by the "cookies" search and in the above figure. Select Cookies to review current cookie settings. In the Cookies page, check or change the following settings as needed to match those shown in the below figure: That the Allow sites to save and read cookie data toggle is turned ON. That the Block third-party cookies setting is turned OFF. Close the Settings tab.

There are two ways to add users to a group: Manually adding users and assigning privileges (if appropriate) Providing a link to the group, allowing users to click it and add themselves. WHO CAN DO THIS? Only group Owners (and Admins) can control group membership (adding, removing, changing member rights). This means that only group Owners (or Admins) can access the public link for users to add themselves as members. If users add themselves via a link, they are granted View Only group privileges by default (they can view the content in the group). You can change individual user privileges later for selected users if necessary. Using a Link To Add Group Members Each group comes with the ability to activate and send out a public link for the group. Any existing Echo360 user who clicks the link is automatically added to the group as a member. Furthermore, all members added via the link have View Only privileges to the group. This means they can view the content added to the group, but cannot add or remove content to the group. You (or any owner) can change these privileges for individual members as needed. Users MUST already be registered Echo360 users in order to add themselves to a group via the group link. Group links do not allow for user registration into the system. IMPORTANT: LMS users typically do not have direct logins to Echo360; in order to view an authenticated link, users must already be authenticated into Echo360 or they will be faced with a Login window. In order to authenticate, users should pass into a linked Echo360 Section first, then click the link to the group. Alternately if your institution uses SSO or Single-Sign-On (users log in through an institution portal) they may need to authenticate there first, prior to clicking the Group link. Finally, as a Group owner you (or an Admin) can enable or disable the link at any time (it is disabled by default). When the link is disabled, the link URL will not work, even for users who are already members of the group. Any user who clicks the link will receive a page indicating that they do not have permissions to access the page. If you want to post a URL for the group for existing members to access it, enter the group and copy and post the group URL from the browser address bar. To activate and use the group link to add members Open the group, then click the Sharing & Members tab. Scroll down to the bottom of the member list. Below the current list of group members is a Link section. Notice that the link already exists for the group but is inactive. Enable the Share Link slider, shown in the above figure. This activates the Copy button to the right of the URL box. Click Copy. Paste the copied link (Ctrl+V or Command+V, or right-click + Paste) into the location where you want to post it. Users who click the link will need to log into Echo360 or need to already be authenticated through the LMS or SSO system, in order to follow it and become a group member.

Echo360 is a web-based application, and as such does not have specific OS requirements. It does, however, have certain browser requirements. While we can't test every version of every browser out there, we do test the most popular browsers and most recent versions. There also may be specific configurations you need to check or change to use Echo360 successfully, depending on whether you access Echo360 through an LMS (Canvas, Moodle, Blackboard, etc), and whether Echo360 opens in its own tab or within the LMS frame. Tested Browsers: The articles linked below provide procedures for how to configure each browser to allow Echo360 to seamlessly provide content by enabling cookies. Google Chrome - most recent version. If you need instructions on configuring Cookie settings, see Chrome Recommended Browser Configuration. Edge - most recent version. Microsoft Edge should not need any specific configuration as the browser defaults are compatible with Echo360. Safari - most recent version. If you need instructions on configuring Cookie settings, see Safari Recommended Browser Configuration. Also refer to the section of this page regarding specific MacOS and Safari settings for keyboard navigation and enabling scrollbars for activity/polling slides. Firefox - most recent version. If you need instructions on configuring Cookie settings, see Firefox Recommended Browser Configuration. Also refer to the section of this page regarding specific browser settings that may be needed for Tab-Keyboard navigation. If you use keyboard navigation to maneuver through the interface, refer to this article on enabling Tab key settings in MacOS, Safari, and Chrome: https://a11yproject.com/posts/safari-keyboard-navigation/. Disable Ad Blockers Various AdBlocking programs interfere with some of the UI, most significantly, the "Share" functionality, for Instructors and Students. In particular we have encountered issues with: AdBlock Plus PrivacyBadger uBlock Origin SuperBlock We certainly want our users to use ad blockers on their browsers but request that you DISABLE any/all ad blockers for the Echo360 domain that applies to your region (echo360.org, echo360.org.au, echo360.ca, echo360.org.uk, echo360.org au). Supported Browsers for LIVE streaming Live streams are tested on and supported for viewing using all of the above-listed browsers. NOTE that when viewing the Live stream on a mobile device, the Echo360 Mobile Apps do NOT currently allow for Live streaming, but Live streams can be viewed using a supported browser on any mobile device.

HDCP stands for "High-bandwidth Digital Content Protection" and is a form of digital copy protection developed by Intel Corporation to prevent copying of digital audio & video content as it travels across connections. That definition was copied from Wikipedia, and if you want to know more, visit: https://en.wikipedia.org/wiki/High-bandwidth_Digital_Content_Protection One of the main purposes of the Echo360 platform and associated hardware is to record items, then process them for posting to a wider audience. This is pretty much in direct opposition to most copyright laws. So that we do not enable the infringement of anyone's copyright laws, NONE of Echo360's capture methods will record HDCP-enabled content. Your laptop may play it, and the switch in the room may say that it is ok with sending the HDCP signal to the appliance, but the Echo360 capture will either be blank or will fail altogether. This "NONE of Echo360's capture methods" includes the SCHD, the Pro, the Pod, Personal Capture, Classroom Capture, and the new Universal Capture. If you try to play and use Echo360 to record the HD version of HDCP-restricted content, it will fail. We have no control over the digital protection set for content being sent from the computer, and Echo360 capture appliances/software do not care if the device or the switch or the computer allows playing or sending HDCP-restricted content. If we receive HDCP-restricted content we will not record it. HDCP and Macs In some cases, Mac computers will send non-copyrighted content (such as presentations) over HDCP even though they don't need to. This can prevent Echo360 from recording non-copyrighted material. Typically, this happens when an AV switch is between the Mac computer and the Echo360 recording device. Since the switch supports HDCP content, the Mac will send everything over HDCP to avoid screen flickering that can occur when switching HDCP on and off in a signal. One way you can avoid problems surrounding the Echo360 capture of presentations and other content that should not be protected is to disable HDCP on the PORT of the switch that resides between the computer and the Echo360 capture appliance. This may need to be done by an A/V technician. Several online articles indicate that having the switch reject the HDCP signal from the Mac, forces the Mac to then strip the signal from the content (because it's not part of the content, it's coming from the computer) and will pass through the presentation or other material without HDCP. This will allow the switch to send the signal to the capture appliance and will allow the capture appliance to record it. The downside is that disabling HDCP on the switch means that any actual HDCP content (like an HD movie) sent through the switch to a projector (for example) will not be shown, as the switch will reject the signal. In this instance, HDCP would need to be re-enabled on the switch, and Echo could not capture that signal if that were intended. Your other workarounds include trying a different Mac or using a Windows computer to present your materials. Some articles also suggest changing your screen resolution to 1024x768, thereby lowering the resolution below that which is considered high-definition. In theory, that should work but there appear to be mixed results using that method. Another option would be to send the output signal through a different (analog or lower quality) output port. By definition, if the content being pushed out of the Mac is no longer HD, then HDCP should no longer be applied. This appears to be the case with HDCP-enabled Macs, in that the HDCP signal is being applied to content pushed out through the mini-DVI or HDMI output ports. Regardless of how you attempt to remedy the situation, we strongly urge you to run a short test capture to ensure your input signals and display items are being captured by Echo360 and are included in the processed videos for students.

Live streaming simply means that users can remotely watch a class as it is happening. For Live streamed classes, the input being captured by the capture appliance is webcast in real-time to those users viewing the Echo360 classroom. For live streaming to work properly, there are a few fairly straightforward configuration requirements. Live streaming is possible via captures generated by any capture appliance, including an SCHD, Echo360 Pro, Echo360 Pod, CCAP Installation, or Universal Capture Installation. You can control the live stream in the same way you can control any scheduled capture, including stopping, pausing, or extending the capture. See Controlling Captures Through Device Login for further information and links. Please note that if you are planning to use CCAP for Live streaming, review the information located in Using CCAP for Live Streaming. Live streaming is only available for section captures When you schedule a capture for a section, the Options available include a Live stream toggle. When you try to add or schedule a capture without selecting a section, you cannot enable this toggle. Why? Well, it has to do with the fact that users (students) can only access media that exists in a class. The view it by clicking the class and entering the classroom. So if you want people to view LIVE streams, it has to go into a class, in a section. Remember also that to get into a section, you have to be assigned to the section. Meaning a user who isn't assigned to the section can't see the classes for the section, so they can't enter the classroom to view the media. What you CAN do, however, is configure a dedicated course and section for holding special events or other happenings that you want to stream live to a larger institutional audience. Then assign yourself or another user as an Instructor and generate an Access Link to the section. You can configure this link to be for Registered Users only - so that only Echo360 users at your institution can view the Live Streams posted to this section. Check and configure outbound port communications Live streaming is provided through hosted streaming (Wowza) servers. These servers receive the separate input streams from the appliance via RTP (real-time transfer protocol), then deliver the consolidated media stream back to users. In order to make this work, the capture appliance needs to be able to communicate with the streaming servers through the appropriate ports, and those ports need to be configured, via wildcard DNS entries, to point to the cloud-based Wowza servers. For details on this, see Port Configuration for LIVE Streaming. Known Issue with NTSC and PAL sources for Live: The live player provides video using the captured aspect ratio rather than the display aspect ratio. NTSC and PAL analog video signals have square pixel display aspect ratios, however, because Echo360 appliances capture analog video using non-square pixels, there may be some noticeable differences for analog video sources as the captured aspect ratio is not a match for the display aspect ratio. Analog Video Standard Display Aspect Ratio Captured Aspect Ratio HLS Live Player Note NTSC 640x480 (4:3) 720x480 Video will appear slightly stretched horizontally (720 > 640). PAL 768x576 (4:3) 720x576 Video will appear slightly squished horizontally (720

Groups are designed to bring specific groups of people and specific sets of media together. Groups can be more formalized, such as a group created by an instructor who wants to provide video media that is related to but outside of the scope of a class. Groups can be very informal, such as a group of upper-class students forming a "Freshman Help" group, with presentations or videos designed to get new students information and help on a variety of campus resources or topics. Echo360 Administrators control who can create groups, with the ability to endow Students, Teaching Assistants, or Instructors with group-creation powers separately. Group Creators/Owners can add any user to their groups, as long as they are a registered Echo360 user. To access your groups: If necessary, click the Echo360 icon in the top left corner of the Echo360 page, to access your home page. Click Groups on the left. Click on the Group tile to enter the main group page. What you can do inside of a group depends very much on the level of access you have been given. All three levels are outlined briefly below. Use the links to access help articles with more information. Viewing Group Media The most common group access privilege is View Only, meaning you have the ability to view all the media that has been shared into the group. By default, the group opens on the Content tab, as shown below, where you can click on a tile to open the group media player. The Group media player looks very much like the media details player you would see if you clicked a media tile in your Content library. Shown below are the group player for both a video and a presentation. The video player for groups has the same navigation as you'd expect in any player, with play/pause, fast-forward/rewind, timestamp, and playback controls such as volume and speed/quality settings. The presentation player has slide navigation controls that appear when you hover your mouse over the presentation, as shown in the below figure. Adding and Removing Group Media If you have been given content management privileges in the group, you may see an Add Content or Add Media button in the Group page. This allows you to add media into the group for viewing by all other group members. You may have been given "Remove" privileges in the group, which allows you to remove media from the group. This is typically conferred along with the Add & Upload privilege, allowing those group members the ability to both add and remove media from the group as needed. The Add and Remove privileges are given separately however, so you MAY be able to Add media to the group but NOT remove it. Group Ownership If you created the group, you are automatically a Group owner. Group owners have full administrative rights and privileges over the group, including the ability to: Add members to a group Remove members from a group Edit member privileges in the group Add media to a group Remove media from a group Edit group details (title and/or description) Delete group Owners can add other owners to the group, however owners cannot remove owners or change the rights of other owners. Only an Echo360 administrator can change owner privileges to something less, or remove owners from a group.

The media available in your Content home (library) page is generally available for adding to Groups as you please. Sharing an item to a Group simply makes the media available to view in the group, by the group members. The media still resides in your library. Sharing content to a group can be done from: The menu button on the media's tile in your Content library page, the procedures for which are below From within the Group itself From the Groups sharing section of the Media Details page. If you are an Administrator or Delegated Administrator and a member of a group with add content rights, you do not have a library page, but you can add any media you own into the group. You must do so from within the group itself. Sharing Content to a Group from the Content Tile Menu The menu button on a content tile provides a variety of commands, including the Share command. Use this option to share this piece of media to other users, course classes (if available), and groups. To share content to a Group from the media tile menu If necessary, access your Home page by clicking the Echo360 icon in the top left corner. Click either All Content or My Content from the tabs on the left. Use the Filters and/or Search box to find the item you want to share. Hover over the media tile and click the Menu button, as identified in the below figure. Select Share from the media options menu. The Share settings modal appears with the Individuals tab active by default. Click the Groups tab to activate it. Use the Share with drop-down list at the bottom of the modal to select a group to share the media with. Type directly into the textbox to filter the list based on the text provided. Continue typing or backspace as needed to find the group you want. Important: The groups listed for sharing will only include those you for which you have Add media rights to. Select the matching group you want to add this media to. Once selected, the group appears in the Groups list, as shown in the below figure. The media also appears in the Content tab of the group. Repeat the above steps to share the item into other groups. All groups the media currently resides in will appear in this modal until no longer shared with them. Click the X next to a group to remove this media from that group. Adding content privileges and Removing content privileges are granted separately for groups; you may be able to add media to a group but not remove it.

Capture appliances (devices) record classroom activities and upload those recordings for processing and publishing to students. The types of classroom capture devices are: SafeCapture HD (SCHD) - Fully automated capture hardware that records class content and uploads the recordings for processing and publishing. For installation and configuration details for the SCHD, see SafeCapture HD Specifications. Maximum allowed duration of recordings is 4 hours Echo360 Pro (Pro) - The next generation of automated capture hardware, that records class content and uploads the recordings for processing and publishing. For installation and configuration details for the Pro, see Echo360 Pro Specifications. Maximum allowed duration of recordings is 8 hours Echo360 Pod (Pod) - A smaller version of our full-featured capture appliance, the Pod has been designed for use in smaller venues, where the Pod can be placed on a tabletop or podium, or where the recording device is not necessarily static (professors can plug in their laptops for display capture, for example). It contains HDMI inputs as well as an audio input and can capture audio from either or both. In addition, because the Pod is a registered appliance, it can be scheduled for regular captures of classes (including Live streamed classes) or when using the touchscreen, easily used for ad hoc captures. For installation and configuration details for the Pod, see Echo360 Pod Specifications. Maximum allowed duration of recordings is 8 hours Universal Capture: Classroom - Instead of being a physical appliance, Universal Capture is the next generation of recording software installed on classroom or podium PCs that turns the PC into a capture appliance that can capture video, computer screen, and audio input from the classroom. Currently available for the Mac, Windows support coming soon. For installation and configuration details for Universal Capture, see Universal Capture Specifications. Maximum allowed duration of recordings is 8 hours Legacy Classroom Capture - Instead of being a physical appliance, Classroom Capture (CCAP) is software installed on classroom or podium PCs that turns the PC into a capture appliance that can capture video, computer screen, and audio input from the classroom. Like the SCHD and Pro appliances, it automatically uploads the recordings for processing and publishing. For installation and configuration details for CCAP, see Classroom Capture Specifications. Maximum allowed duration of recordings is 8 hours Legacy Personal Capture and Universal Capture: Personal are capture methods but are not considered capture devices for the purposes of associating with a classroom or class schedule. Also, be sure to refer to Supported Input Devices for information on what input devices (cameras and microphones) are supported for use with Echo360 capture appliances. Capture devices, as well as Personal Capture, cannot record HDCP-restricted content: Be sure to install your capture devices in a room that does not include devices protected by HDCP (High-bandwidth Digital Content Protection). Echo360 capture appliances cannot record high-definition content protected by HDCP. If instructors are in the habit of bringing their own devices and plugging them into a console for display recording, note that newer Mac computers have HDCP enabled. In some cases, instructors will attempt to play HD content that is restricted by HDCP on the Mac, causing the display feed to be blank, to appear as disconnected, or to record/return very low-quality resolution. In this case, users can play the content in Standard Definition or attempt another workaround. Log On and Monitor Device Once initialized and assigned to a room, you may want to log on to the device and monitor it to check that the appropriate inputs are working and providing capture information. You can use the below procedures to monitor a device while idle or during a capture if necessary. To log on to the device and monitor activity using the local Device Web UI From the main menu, select ROOMS. Find the room with the device you want to monitor. Use the filtering lists at the top of the screen to narrow which rooms are shown. Click the Log in to Device icon, located in the bottom-left corner of the Room block. Log in to the device using the device login information configured for the device. Use the tabs to select the device information you want to review. The Monitor tab allows you to view the configured inputs to see what they are capturing. If you are monitoring inputs, click Stop Monitoring when you are done. When you are finished reviewing device information, click Logout, located in the upper-right corner of the tabbed section of the page. To monitor a device using Universal Capture in the Cloud (if enabled) From the main menu, select ROOMS. Find the room with the device you want to monitor. Use the filtering lists at the top of the screen to narrow which rooms are shown. Click the View Room icon, located in the bottom-left corner of the Room block. Log in to the device if necessary using your Echo360 or SSO credentials. When you are finished reviewing device inputs or activity, close the Universal Capture tab. Filtering Rooms by Device Status The filtering lists at the top of the Rooms Management page allow you to limit which room blocks are shown based on their location (campus, building) or by type (SCHD, Classroom Capture, etc.). You can also "favorite" any rooms that may require special attention, to show those specifically as needed. Click the star icon located to the left of a room/device name to favorite or un-favorite a room. Each of the room blocks also shows the current status of the device assigned to the room: capturing, idle, offline, or unconnected. To list rooms based on device status Select Rooms from the main menu. Click the Switch to list view icon, located on the right side of the screen, directly below the Add Room button. The Rooms Management screen changes to list device status as banners that can be expanded. Along with each status label, there is a number that indicates how many rooms/devices are in that state. Click the triangle to the left of each status label to expand the device list and show all devices with that status. Hover over each device row to show the drop-down arrow on the far right side of the row. Click the drop-down arrow for a menu of options for the device. Disk Space Utilization In order to reduce the risk of running out of space, previously uploaded logs and content (including content that could not be uploaded due to disk errors) are removed from devices when the maximum allowed limit is reached for either type or the total free space falls under the minimum free space requirement. If necessary, any active recording will be stopped prior to either the scheduled end time or the maximum allowed duration in order for more space to be made. For closely spaced captures, under load disk space conditions, subsequent recordings may not be able to start until the initial one finishes uploading. The SCHD should not run out of space if it’s connected to the network and is able to upload. The Pro should not run out of space if it’s connected to the network and is able to upload. Legacy Classroom Capture requires the user to maintain sufficient disk space on the computer but will still clean up Echo360 created logs and content as needed. The Pod may not be able to record the full 8 hours depending on the following factors The quality of the recording (Standard, High or Highest) What type of input is being recorded (Display or Video) The nature of what is being recorded (High motion video, PowerPoint slides, etc.) Universal Capture requires the user to maintain sufficient disk space but will still clean up Echo360 created logs and content as needed. Device Type Maximum Allowed Content Limit Maximum Allowed Log Limit Total Minimum Free Space Required Classroom Capture 20 GB 200 MB 5 GB Universal Capture 20 GB 200 MB 5 GB Pro 96 GB 200 MB 1 GB Pod 14 GB 200 MB 1 GB SCHD 120 GB 200 MB 1 GB

The balanced audio input on both the Echo360 Pro and Echo360 SCHD appliances use a five-pin Phoenix connector to provide a professional grade audio connection with flexible wiring options. However, improper wiring of the connector can lead to a variety of auto problems in the processed capture, including silent mono audio files (while stereo audio sounds fine) as well as audio in only one channel (one ear of your headphones, or only one of two speakers). To avoid audio problems in the future, and to provide better instruction for checking or changing your current audio input configuration, the topic below covers how to properly wire the Phoenix connector for balanced audio input as well as how to avoid the phenomena that cause silent and single-channel audio files. Wiring the Phoenix Connector The Phoenix connector on the back of both the Pro and SCHD appliances contains five slots for two differential pairs. They are: Left Positive (L+) Left Negative (L-) Ground (GND) Right Positive (R+) Right Negative (R-) The below figure shows the balanced Audio inputs on the back of the Echo360 Pro appliance. See Microphone Input on the Echo360 Pod below for information on the single-ended stereo input on the Pod appliance. Stereo wiring A stereo connection to the balanced audio input should use separate wiring for the left and right channels. The left differential audio cable pair should be connected to the L+ and L- pins, and the right differential audio cable pair should be connected to the R+ and R- pins. The middle ground pin should be connected to the cable ground, which is usually the sheath. If your stereo audio cable does not have two differential pairs it is not a balanced audio source and should be connected to the RCA input jacks. Care should be taken to ensure the + and - terminals match the cable's description. The below diagram shows proper stereo Phoenix connector wiring. The below figure shows an example picture of the differential pin-out of an XLR audio cable with the pins/slots labeled for both the male and female Mono Wiring Most microphone systems output single channel (mono) audio. This can be connected to a single channel pair on the Phoenix connector (L+, L- or R+, R-). However, when using this wiring option, stereo audio files will have audio in only one channel (resulting in playback in only one ear of headphones). To avoid this, you may want to connect the mono output to both channels of the balanced connector. In this case, the positive signal should be connected to both the L+ and R+ inputs and the negative signal should be connected to both the L- and R- inputs. The single ground/sheath should be connected to the GND input. The below diagram shows mono Phoenix connector wiring. This generates mono audio output but because audio captures are processed for stereo, will result in audio playback over a single channel, a noticeable problem in headphones. The below diagram shows mono-to-stereo Phoenix connector wiring. This generates mono audio output that is properly processed as stereo and provides audio playback in both channels (though it is the same in both and is not "true" stereo). Microphone Input on the Echo360 POD The microphone input on the Echo360 POD appliance is a single-ended stereo input that can suffer from the same phase cancellation issues as the balanced audio input if not configured correctly. The problem actually occurs because the POD has a single 1/8" RCA input jack, and both balanced and single-ended microphone plugs LOOK the same. If a balanced output microphone is connected to a POD's microphone input, the resulting connection will have the + connected to the right input and the - connected to the left input or vice versa. This results in normal stereo audio files but silent mono files, due to phase cancellation. If the microphone you are using has balanced-output capability, be sure you select the R/L or single-ended option before using it with an Echo360 POD. Wiring Pitfalls One of the most widely known pitfalls of balanced audio wiring is phase cancellation. When mono audio sources are incorrectly connected to the balanced audio input you could end up with perfectly usable stereo audio files, but silent mono files. This is because the mono source is connected to the balanced audio input with the phases reversed, which results in phase-canceled audio after mixing down to mono. There are two ways for this to happen with a mono source: In the first scenario, the cable is connected to the Phoenix connector with the pairing swapped where one cable is connected to the L+ and R- inputs and the other cable is connected to the L- and R+ inputs. The second scenario has the balanced cable connected to the R+ and L+ inputs. To avoid this, be certain your bare wire audio configuration matches that shown above. For more information on details, causes and effects of audio phase cancellation take a look at the following YouTube video: https://youtu.be/_N0ER4A73QE

Occasionally, you may be asked by Customer Support to perform a Device Reset. Typically this is requested to address troubleshooting issues, such as a device becoming overdue, failing to upgrade, etc. IMPORTANT!! The reset process will erase any recordings currently on the appliance. Be sure to save any captures you want to keep to external media, or upload these captures to Echo360 if they have not been already, prior to resetting the device. Log into the device Web UI to check capture upload status (Status tab) and to re-upload saved captures (Diagnostics tab). The procedure differs depending on what type of device you have: The Echo360 Pro and Echo360 Pod can both be reset using the Administration menu on the front panel of the device. The SafeCapture HD must have a reset file applied manually. A link to this file is located below, and should be saved to a FAT32 formatted thumb drive. If resetting an SCHD appliance, there are two IMPORTANT points you must know: 1) You MUST download and use a new device reset file (link below). Do not use an older file. We regularly include security and device upgrades via this file; use the new one to be sure you are getting all of the features and protections available for your appliance. 2) If your SCHD has a reset button on the front, you can use this to reset the device, however the instructions below allow you to get the latest device reset file, as well as put the necessary configuration file (device.xml) onto the USB drive and apply them both to the appliance at the same time. Echo360 Pro On the front panel of the Pro, navigate to the Administration option of the main menu, and press the Enter button on the Pro. Using the up and down arrow buttons, scroll to Factory reset device and press Enter. Select either Save Settings or Delete Settings as follows: Save Settings - Retains the configuration file currently applied, so that after the PRO reboots itself and resets the other factory settings, it can register itself automatically with Echo360 and apply the default configuration settings. Delete Settings - Resets the device entirely, including removing the currently applied configuration file. After the Pro reboots itself and resets to factory settings, you will need to download and apply the configuration file for the device. Echo360 Pod Using the touchpad of the Pod, navigate to and tap the Administration option of the main menu. Scroll down to and tap Factory reset device. Select either Save Settings or Delete Settings as follows: Save Settings - Retains the configuration file currently applied, so that after the POD reboots itself and resets the other factory settings, it can register itself automatically with Echo360 and apply the default device configuration settings. Delete Settings - Resets the device entirely, including removing the currently applied device configuration file. After the Pod reboots itself and resets to factory settings, you will need to download and apply the configuration file for the device. SafeCapture HD Before you begin, make sure you have a FAT32 formatted thumb drive. This will hold both the device reset file and the device configuration file (device.xml). DO NOT use an older version of the device_reset.tgz file; download the newest version using the link below for resetting the device. Insert a FAT32 formatted thumb drive into the USB port of the computer. Log into Echo360 as an admin, and click the Settings icon (it looks like a gear) in the top right corner of the screen. Navigate to Configuration > Default device configurations, then click SCHD from the top of the page. Check the settings (and adjust if necessary) then scroll to the bottom and click SAVE if you made changes. Click Common Settings from the top of the page. Check and adjust the common settings if necessary, then click Download or Save and then Download as appropriate. Save the downloaded device configuration file to the root directory of the thumb drive. Use the following link to download the device reset file: https://echo360.box.com/s/vw6x6n9fsc9coo8up2h93cgtjvnuelax. Copy the downloaded reset file to the root directory of the thumb drive. Eject/Remove the thumb drive from the computer and take it to the appliance you need to reset. Insert the thumb drive into the USB port of the SCHD. Wait for the LEDs on the SCHD to flash blue. This may take several minutes. For more information on the LEDs and what they mean, please see Understanding the LEDs on the SCHD. Once the LEDs flash blue, remove the thumb drive from the SCHD appliance. The SCHD will reboot and register itself automatically. This may take several minutes. Push-button Reset All SafeCapture HD's manufactured after March 2015 allow you to perform a factory reset, via the reset button located on the back of the device. Note that the reset process can take up to 10 minutes. Ensure that the unit does not lose power or is restarted during the reset process. If your device was manufactured prior to March 2015, the factory reset capability must be applied to the device through a device firmware update. In all likelihood, this has already happened. However you can ask the following questions; if you answer "Yes" to ANY of them, the device's firmware supports the pushbutton reset to factory settings: Has the device been successfully connected to Echo360? For customers migrating to Echo360 active learning platform from ESS, was the ESS running 5.4 Service Pack 5, and did you update your firmware then? Did you otherwise run a device_reset.tgz that had the support of this feature? To activate the reset, the reset button must be pressed while powering on the device. Pushing the reset button by itself is not sufficient. IMPORTANT!! As with all factory resets, any captures saved on the unit that have NOT been uploaded to Echo360 will be lost as a part of the reset process. To perform a push button SCHD factory reset While the SafeCapture HD is powered off, press and hold the reset button. It is a small black button, identified in the below figure, located to the left of the power-assembly, on the back of the SCHD device. While pressing the button, power on the SafeCapture HD. Continue holding the button. Release the button after 10 seconds.

If you access Echo360 directly through the Echo360 URL, you may not need to change any of your browser configurations. However, if you access Echo360 through an LMS such as Canvas or Moodle or Blackboard, and PARTICULARLY if the Echo360 window is opened inside of a browser frame, the below-listed changes to the Safari cookie settings will likely be necessary in order to view Echo360 class recordings and LIVE streams as provided. In addition, if you use Keyboard navigation to maneuver through the interface, see the below section on Enabling Tab Key Navigation. Privacy Settings (allowing cookies) in Safari Cookies contain some of the current session and authorization information we need to know who you are and to allow you to view content. This is especially important where a main website such as the LMS or your University Portal tries to open Echo360 inside of a frame. In this case, the cookies are necessary for the two authentication mechanisms to talk to each other and open Echo360 content for you. To configure cookie settings in Safari for macOS: Open Safari Click the Safari menu and select Preferences. Click the Privacy tab. DISABLE both the Prevent cross-site tracking option AND the Block all cookies option. Both of these boxes must be unchecked. Close the Safari Preferences window and refresh or restart your browser. If you are using Safari on a mobile device running iOS 11 or later, the Safari necessary configuration options are labeled the same as those in the above procedure and reside in Settings > Safari. To configure cookie settings in Safari for iOS: Open Settings and scroll to Safari. Scroll down to the Privacy and Security section of the page Review the current setting for Prevent cross-site tracking and Block all cookies. Both of these sliders must be OFF, as shown in the below figure, in order to view Echo360 content through Safari on a mobile iOS device. Enabling Tab Key Navigation and Scrollbar Options in MacOS and Safari The Mac Operating System (MacOS) and Safari both have preferences settings around using the Tab key to navigate an interface that are not enabled by default. These settings are also discussed in this article: https://a11yproject.com/posts/safari-keyboard-navigation/. You may also want to adjust your scrollbar settings for MacOS (also shown below) if you are having problems seeing the scrollbars in Echo360, particularly in Activity/Polling Slides. To enable full tab-key navigation in the Operating System Preferences: Open System Preferences. Select Keyboard from the options available. Select the Shortcuts tab. If you are working with an older MacOS, select the All Controls radio button from the bottom of the dialog box, as shown in the below figure. If you are working with a newer MacOS, enable the Use keyboard navigation checkbox at the bottom of the dialog box, as shown in the below figure. For Scrollbar settings, return to the main page of System Preferences options, and click General. Under Show Scroll Bars, select Always to ensure the scrollbars in Activity/Polling slides always appear for you. The When scrolling option may also be sufficient, but adjust these as needed. When finished, Quit System Preferences. Safari also does not enable the use of the Tab key to move between all interface controls, so you will need to enable this setting to allow for this type of keyboard navigation To enable Tab navigation in Safari Preferences: Open Safari. Select Preferences from the Safari menu. Select Advanced from the options at the top. In the Accessibility section of the page, enable the checkbox for Press Tab to highlight each item on a webpage, as shown in the below figure. When finished, close the Preferences dialog box. Tabbing through the browser interface should now allow you to access all items on a page.

If you access Echo360 directly through the Echo360 URL, you may not need to change any of your browser configurations. However, if you access Echo360 through an LMS such as Canvas or Moodle or Blackboard, and PARTICULARLY if the Echo360 window is opened inside of a browser frame, the below-listed changes to the Firefox browser settings will likely be necessary in order to view Echo360 class recordings and LIVE streams as provided. In addition, if you use Keyboard navigation to maneuver through the interface, see the below section on Enabling Tab Key Navigation. Enabling Cookies in Firefox Cookies contain some of the current session and authorization information we need to know who you are and to allow you to view content. This is especially important where a main website such as the LMS or your University Portal tries to open Echo360 inside of a frame. In this case, the cookies are necessary for the two authentication mechanisms to talk to each other and open Echo360 content for you. As with most browsers, the cookie settings reside in the Privacy and Security area of Firefox browser settings. The good news is that Firefox default setting for cookies is to always allow cookies, meaning if you have retained the default settings for the browser, you probably don't need to make any changes. But you might want to check just to be sure. To review or change Firefox history and cookie settings Launch Firefox Click the Settings icon and select Options from the menu that appears, as shown in the below figure. From the Options page that appears, select Privacy & Security from the selections on the left. Check the History section of the page. The default setting is to Remember history. This also allows all cookies to be set from both first-party and third-party websites. If this is your current setting, you may leave it as is. If the History setting has been changed to a custom configuration, you must be sure to enable Accept cookies from websites, and that Accept third-party cookies is set to Always, as shown in the below figure. When finished, you can close the Options tab. Enabling Tab Key Navigation in Firefox If you are using Firefox for Windows, this setting should already be in place. If you are using Firefox on a Mac, you may need to set your MacOS System Preferences to allow for Tab key navigation as described in Enabling Tab Key Navigation in MacOS and Safari. Alternately you can set the tab focus for accessibility in Firefox using the below steps. Typically, however, Firefox will respect the operating system setting, meaning these steps should not be necessary. But use them to make a change if needed, or simply to check that your browser setting is appropriate. You may also want to refer to the following article for additional information: https://stackoverflow.com/questions/11704828/how-to-allow-keyboard-focus-of-links-in-firefox. To view or change the Tab focus setting in Firefox In Firefox, type about:config in the URL bar. The Preferences Name column is sorted in alphabetical order. Check for an entry for accessibility.tabfocus. If you have configured your MacOS system preferences for Tab navigation, or you are on a Windows computer, you should see an entry. If there is NOT one, you will have to create one. Right-click anywhere in the about:config page and select New > Integer as shown in the below figure. Enter the name accessibility.tabfocus for the new integer and click OK. Right click the Value column for the new entry and enter 7. Click OK. Your Firefox about:config page should look as shown below, with the accessibility:tabfocus entry now appearing with a value of 7.

Adding users to a group lets those members view any content added to the group. Members can also be given Add or Remove media privileges if appropriate. Members can also be added as Owners if you want to give group administrative privileges to other users. See Managing Group Member Privileges for more information on granting group rights. You can manually add members to the group using the below instructions, or you post a Public Link to allow users to add themselves to your group (with View Only rights). WHO CAN DO THIS? Only group Owners can control group membership (adding, removing, changing member rights). Adding Members to a Group To add members to a group If necessary, click the Echo360 icon in the top left corner of the Echo360 page, to access your home page. Click Groups on the left. Click on the Group tile to open the group you want to add members to. The group page opens, with the Content tab active by default. Click the Sharing & Members tab to activate it, as shown in the below figure. Scroll down to see all of the available Share Settings, and the Share with text box for adding users. You will also see any existing members of the group. If you are adding users who must have HIGHER than View Only privileges in the group, uncheck the View Only box. This makes the Add & Upload and Remove checkboxes available. These privileges refer only to adding/removing content; only owners can add/remove members. Add a checkmark to the content Share Settings you want the users you are adding to posses. Begin typing into the Share with text box to find a user with a matching name or email address, as shown below. Select the user from the list that you want to add to the group. As soon as they are selected, they appear in the Members list. NOTICE that the newly added user has the group content sharing privileges that were enabled at the time they were added. IMPORTANT: Adding a user as an Owner to the group gives that user full administrative rights and privileges to the group. This includes adding/removing content as well as adding/removing members AND changing all members' group privileges. Owners cannot edit other owners' privileges and cannot remove them from the group. If you need to edit another owner, contact your Echo360 Administrator. Echo360 Admins also have full administrative rights to all groups in the system. Repeat these steps for any other users you want to add to the group. Note that you can change a user's content sharing privileges after adding them to the group. Simply check or uncheck their individual group content sharing rights from the members list. This allows you to add a set of users all with the same content privileges, but then alter a few after the additions are complete.

The SafeCapture HD (SCHD), Echo360 Pro, and Echo360 Pod are dedicated capture appliances designed to be used for ad hoc or scheduled recordings in dedicated teaching venues with static (and sometimes complex) Audio/Video setups. These appliances can capture full-motion output from a variety of devices, including document cameras, electronic whiteboards, and computers (PC and Mac). Echo360 supports the following standards with respect to recording devices (cameras) for use with Echo360 capture appliances: Input Format Supported Standard HDMI 1.4 SDI 3G-SDI/SMPTE 424M VGA VESA DMT, GTF, CVT DVI VESA DMT, GTF, CVT In general, we recommend purchasing one device for testing purposes in a classroom environment prior to making any large orders. Additional specifications For detailed information on the supported formats for Display, Video and Audio input see: SafeCapture HD Specifications Echo360 Pro Specifications Echo360 Pod Specifications USB cameras (Pod only) The Echo360 Pod supports the use of USB cameras (plugged into Channel 2 of the appliance). Besides the two listed below, the Pod generally supports the use of any UVC (USB video class) cameras that provide 1280x720 resolution with 30 fps (frames per second) and MJPEG. See https://en.wikipedia.org/wiki/USB_video_device_class for more information on UVC. The Pod, however, is smart enough to be able to detect whether the camera plugged into the USB port is compatible and will let you know if it is not. See Using USB Cameras with the Pod for more information. Logitech C920 - see Supported Devices for CCAP and PCAP Windows for additional details Hewlett Packard (HP) HD-4310 - See https://support.hp.com/us-en/document/c03734038 for detailed specifications Known Issue The Echo360 Pod does not work with the Microsoft Lifecam HD3000.

End of Support for Classroom & Personal Capture August 30th, 2019: The download links for both CCAP & PCAP will be removed from the platform. This is also the end of support date for these applications in Europe, Middle East, and Africa (EMEA). While the applications will likely continue to work for the rest of the year, there will be no support available. Clients in the EMEA region should plan a full transition to Universal Capture before this time. Clients in other regions can continue to use existing CCAP & PCAP installations but will no longer have the ability to download it. January 15th, 2020: This date marks both the end of life and the end of support for these applications globally. As of this date, CCAP & PCAP will cease to work with the Echo360 platform due to enhancements in the capture pipeline that will only work with Universal Capture. It is of utmost importance that all Echo360 clients complete their transition to Universal Capture by this time. Both Classroom Capture (CCAP) and Personal Capture (PCAP) for Windows use Windows Media Foundation (WMF) for capturing media. It is supported on Windows 7, Windows 8.1, and Windows 10. Windows Media Foundation is the latest toolkit from Microsoft and provides a solid foundation for supporting the latest input devices. For best results, the cameras should be YUY2, RGB24, and M-JPEG compliant (the camera packaging should indicate this). The input devices listed on this page have been qualified for use with CCAP and PCAP Windows by Echo360. On this page you will find the following sections: Best practices for web cameras Test protocol for web cameras Supported Video cameras Supported Document cameras Supported Audio devices (external USB microphones) PCAP and CCAP automatically detect attached USB devices. If the camera has a built-in microphone, you can use the same device to capture both audio and video. Best practices for web cameras The following are best practices for using webcams to capture media: Current drivers: Use the most current drivers for your web camera. You can find these drivers on the website of your PC or laptop manufacturer. You can also have the operating system of your computer search for current drivers. Check the camera's documentation: The camera probably has settings that will help you get the most of your recordings. Refer to the documentation to find the configuration that works best for your setup. OS Updates: Please have the most current updates applied to your operating system. Driver-only installation: If possible, use the "driver-only" installation of the camera software. Most web camera vendors allow for this. In some cases, the software included with the web camera can interfere with the Personal Capture or Classroom Capture software, and the "driver-only" method is the supported method. Test a capture: Perform and review a test capture before using the camera routinely. Work with a trusted vendor: Echo360 recommends selecting a camera vendor that provides, support, upgrades, and a product path for the long term. Test protocol for web cameras To ensure successful recording, we encourage you to follow the below test protocol the first time you use any web camera, especially if you are using a camera not specifically listed as a supported device. In many cases, an unsupported web camera will work. Testing web cameras Ensure there are no other software applications accessing the web camera while Personal Capture is running. Do a 15 minute A/V recording with the camera. Examine the media using the Personal Capture software editor. Publish the capture and wait for processing. Evaluate the processed capture. Does the output meet your standards? Video devices (webcams) Manufacturer Model Features/Description Use Cases Logitech C920 Tripod-mountable 1080p/30fps camera with autofocus H.264 video compression Carl Zeiss® lens with 20-step autofocus Built-in dual stereo mics with automatic noise reduction Automatic low-light correction Suitable for both Classroom Capture and Personal Capture recording applications Best for capturing presenter as he/she moves around the room Ideal for high-quality audio recording in noisy conditions Ideal for rooms with poor lighting conditions High capturing resolution ensures best video quality Versatile mounting system provides additional placement options Microsoft Lifecam Cinema Multi-mount 720p/30fps camera with autofocus TrueColor Technology with face tracking Wide angle lens 360-degree rotation Wideband microphone Suitable for both Classroom and Personal Capture recording applications Best for capturing presenter as he/she moves around the room Versatile mounting system provides additional placement options Ideal for picking up audio during recording in large room Document cameras Manufacturer Model Features/Description Use Cases Samsung SDP-760 Compact 1080p/30fps document camera 3 Megapixel CMOS sensor Digital 16x zoom & Digital Image Rotation User scalable display outputs from XGA to 1080p Best for scenarios that require easy transport and storage High capturing resolution ensures best video quality Audio devices (external USB microphones) Manufacturer Model Features/Description Use Cases Jabra Jabra Speak 410 Omni-directional / Noise filter microphone Standard (E-STD) microphone sensitivity Mute function Suitable for capturing the presenter's audio as he/she moves remains near the podium, or for meetings and conferences Best for use in medium-sized rooms Yeti Yeti Pro USB & XLR Microphone Multipattern condenser USB microphone Three custom condenser capsules and four different polar pattern settings: Cardioid, Stereo, Bidirectional and Omnidirectional A/D converter chip and separate analog circuit path for use with professional studio mixers and preamps Built-in headphone amplifier for zero-latency monitoring, and direct controls for headphone volume, pattern selection, mute, and microphone gain 15 Hz-22 kHz frequency response and 92 kHz/24 bit Sample/Word Suitable for capturing the presenter's audio as he/she moves remains at the podium Best for use when presenter stays in a static location Ideal situations where high audio sampling rate is required Blue Snowball USB Condenser Microphone Dual capsule design incorporates omnidirectional and cardioid elements to give you a choice -10dB pad switch eliminates noise and distortion when capturing signals at extreme volume levels 18 Hz-40 Hz frequency response and 44.1 kHz/16 bit Sample/Word Suitable for capturing the presenter's audio as he/she moves remains near the podium

...your input and suggestions are very important to us...please remain on the line... WHAT??! No Way! Echo360 isn't going to make you wait! We're not even going to make you create a new email. How's that for convenient? If you have something to say to us...a suggestion for an improvement, or maybe a compliment on something we've gotten just right, all you have to do is open the Feedback page and let us know! If you provided feedback in our previous integration with UserVoice, don't worry; we migrated the existing feedback entries into the new Canny integration. Don't believe us? Search for yourself! To send us Feedback Click the Settings icon (it's that thing in the top right corner that looks like a gear or cog). Select Feedback from the Settings menu. A dialog box appears, showing existing posts and a side panel that allows you to enter your suggestion and comments. Enter a title of your feedback in the first text box. As you type, the right side of the screen changes as the system searches for similar posts that may already exist. Check existing entries - If you see an idea or comment similar to yours that has already been posted by someone else, we suggest that instead of submitting a new one, you Endorse the existing post, or Comment on it to provide your addition or clarification. This helps us recognize which issues our users feel most strongly about. Provide a description of your feedback or idea. Please be as descriptive as you can. You can provide an attachment if that helps describe your request. Click SUBMIT. If you are not already signed in, a popup appears asking you to either sign up for Canny or to log in using your existing Canny login. If you have an account already, click Log in at the bottom of the box, then select the type of login you have. Enter the login information requested. All feedback entries are reviewed (for commentary or language that might be deemed offensive) and then posted for anyone to search for, then vote for or comment on. Endorsing and commenting on existing suggestions As you enter your title, the system automatically searches existing feedback for text that matches what you have typed. This allows you to see if there is an existing post that you can vote for or comment on, instead of creating a new post. If you find an existing suggestion that closely mirrors the one you have, click on it and add your comments or endorsement to it. The up-arrow and number located to the left of the title indicates the number of other users who have endorsed this suggestion. Clicking on that button allows YOU to add your endorsement to this entry. Yes you have to sign in with your Canny account first and you will be prompted to do so if you are not already signed in. You can leave a comment on the original suggestion, or you can click on Reply for an existing comment to add to that thread of the discussion. Regardless of how or where you provide your feedback, we want to hear it. We are monitoring all entries and encourage you to use the Canny tool. Talk to us! We're listening

Stuck In A Login Loop? If you normally log in to your institution portal to access Echo360 (a process called SSO or single-sign-on), and you are trying to log into the Mobile Apps, you may find yourself stuck in a login-loop. Here is what happens: - You enter your email, then log in through the Institution login page, but are then pushed back to the main Echo360 login screen instead of entering the application. If this describes what you are seeing, contact your help desk or system administrator. There is a change that the administrator must make on their side to address the problem before you can use the Echo360 Mobile App. Users who log into a Learning Management System (LMS) such as Canvas or Moodle generally access Echo360 through the LMS and therefore do not log directly into Echo360. These users do not have a password in Echo360 (LMSs do not share passwords for obvious reasons). This means that despite being Echo360 users, they cannot log into Echo360 or its associated applications. SSO users (who log in through an institution portal) also do not have Echo360 passwords, but can typically use external Echo360 applications via their SSO login process. Why would I need to create a password? You need to be able to log in to use these Echo360 applications: Echo360 Mobile Apps, PowerPoint Ribbon Add-On Universal Capture: Personal and Classroom (for ad hoc captures) Legacy PCAP (Personal Capture) As a user, you already have an Email address in the system. SSO users get redirected to their institution login when they enter their email into these applications (except for the PPT Ribbon add-on). LMS users cannot be redirected in the same way. So, if you normally access Echo360 through your LMS, you MUST establish a password in Echo360 to use these applications. Then you can use your email and Echo360 password to log into these applications as well as directly into Echo360 via a browser, should you ever need to. The PowerPoint Ribbon add-on requires a direct login to use, regardless of how else you may authenticate into Echo360. The password you create can be the same as or different from your LMS password, as long as it meets the Echo360 password complexity specifications (listed in the note below). Creating an Echo360 password has no effect on your LMS login. You will continue to use your LMS credentials for logging in through the LMS. NOTE about Passwords: Echo360 now requires passwords of a certain strength in order to secure our system. Here are some tips for generating a usable password: - Avoid single dictionary words (ch@racter substitutions don't h3lp either - too easy to guess) - DO use multiple words, foreign words, or an uncommon phrase - include letters/numbers/characters to improve strength - Avoid alphanumeric or keyboard sequences such as abcd, 1234, qwerty, 09876 - Avoid your name or any location or dates associated with you (including recent/future years) To create an Echo360 password: Enter Echo360 as you normally do, via a link to the Echo360 from the LMS or other institution platform. Click the Settings icon (it looks like a gear) then select Account Settings. In the password area of the User Info section, click CREATE PASSWORD. NOTE: If the button reads CHANGE, this means you already have an Echo360 password. If you do not know what it is, navigate to echo360.org, then click the Forgot your password link located on that page. See also Changing your Echo360 Password for additional information if necessary. In the Create password dialog box that appears, enter your Echo360 password then confirm it. It can be the same as or different than your LMS or institution password, as long as you remember what it is and it meets the Echo360 complexity requirements (see above note). When finished, click SAVE. The email address for your account along with the password you just established is the login you will use for logging into the Mobile App, the PowerPoint Ribbon Add On, or Universal Capture: Personal or Classroom (for ad hoc captures). You still have only a single Echo360 account but you can now log in and authenticate directly in the platform itself, as well as through your institution's established login method.

End of Support for Personal Capture August 30th, 2019: The download links for PCAP will be removed from the platform. This is also the end of support date for these applications in Europe, Middle East, and Africa (EMEA). While the applications will likely continue to work for the rest of the year, there will be no support available. Clients in the EMEA region should plan a full transition to Universal Capture before this time. Clients in other regions can continue to use existing PCAP installations but will no longer have the ability to download it. January 15th, 2020: This date marks both the end of life and the end of support for these applications globally. As of this date, PCAP will cease to work with the Echo360 platform due to enhancements in the capture pipeline that will only work with Universal Capture. It is of utmost importance that all Echo360 clients complete their transition to Universal Capture by this time. Personal Capture (PCAP) is a downloadable, stand-alone application, for either Windows or Mac, that allows you to create captures using your personal computer, then publish them to one or more courses. Please refer to the following topics as appropriate for further information and instructions Personal Capture for Mac - Installation and user instructions for Mac users See Also: Supported Devices for Personal Capture Mac Personal Capture for Windows - Installation and user instructions for Windows users See Also: Supported Devices for CCAP and PCAP Windows System requirements for Personal Capture for Windows Personal Capture for Windows is not supported for use on Virtual Machines or when using Boot Camp on a Mac. Personal Capture for Windows is not supported for use on netbooks or on "hybrid" laptop (laptop/tablet) computers. Operating System Windows 7, Windows 8.1, or Windows 10 operating system NOTE: Live streaming only works with CCAP on Windows 8.1 or Windows 10 In addition, Windows 10 is strongly recommended due to improvements and optimizations in core media libraries. Windows .NET 4.6.1 (required - you will be prompted to install it if not present) Basic Requirements 4+ GB RAM 100 megabit network interface required for capture upload and live captures A more robust network connection is recommended whenever possible 20 GB free hard drive space for installation Additional 50 GB free hard drive space for content storage Up to 100 GB free hard drive space recommended for local content storage Internal audio device or USB port for audio capture (audio is required) Processor Requirements At least 2 physical cores (or at least 4 virtual cores) In general, the more cores a processor has, the more things it can do at once. This helps improve performance across everything you do and allows multiple programs to run at the same time, ensuring your computer stays responsive. For example, a quad-core processor would perform better (utilize fewer CPU resources) during a Live Capture at High Quality than a dual-core processor would. Intel i5 (3rd generation) or equivalent for: Single channel captures (A, A/D or A/V captures, see Capture Options below) Standard quality captures Intel i7 (3rd generation) or equivalent for: Dual channel captures (A/V/V or A/D/V captures, see Capture Options below) High or Highest quality captures What is an "equivalent" processor? An equivalent processor may be either an AMD (or alternative brand) processor or a newer generation Intel processor with similar processing capabilities. For example, a 5th or 6th generation Intel i3 processor may have the same (or better) processing capabilities as the 3rd generation Intel i5. NOTE: Capturing CPU or memory-intensive applications such as CAD or 3D modeling software may require a more capable computer. System requirements for Personal Capture for Mac The following are the minimum specifications for a Personal Capture for Mac device: Mac OS X 10.10 - Mac OS X 10.12 MacOS 10.13 - High Sierra and above are not officially supported. PCAP for Mac is known to have issues with the capture preview for users who have upgraded beyond Sierra (10.12). While the preview appears to jump around between frames, the completed capture is fine. With the End of Support for PCAP announced, we will be replacing our current Mac PCAP application with our new Universal Capture application. After investigating this Mac PCAP preview issue, we determined that the solution for the existing Mac PCAP application requires a high amount of development resources and we would need to divert those resources from our new Universal Capture application. As such, we have decided not to fix the preview issue in the current application to provide official support beyond Sierra. QuickTime 7.5.5 or later (installed with OS X, but you may need to update to the latest version) Intel Single Core 1.8 GHz processor (or equivalent) for A/V or A/D Intel Dual Core1.8 GHz processor (or equivalent) for A/D/V or A/V/V 2 GB RAM 10/100 network interface 20 GB free hard drive space for installation Additional 50 GB free hard drive space for content storage Internal audio device or USB port for audio capture (audio is required) If you are planning to run PCAP Mac on MacOS Sierra (10.12) please note the following: Command line (terminal) installation of PCAP is not supported on Sierra. If you are using iCloud syncing for your files, you must disable Desktop and Documents folders in your sync selections (because this is where the PCAP Recordings folder is located and those must be retained locally). See this article for additional information: http://tidbits.com/article/16765 You may need to manually enable the use of Flash in Safari 10.0 on Sierra. See this article for instructions: https://helpx.adobe.com/flash-player/kb/enabling-flash-player-safari.html NOTE about Upgrading the MacOS: PCAP is supported on OS X 10.10 through 10.12, however upgrading the Mac OS may cause corruption in an existing PCAP installation. Captures will work fine but publishing the capture will get stuck in the "Transcode Pending" state. If possible, upgrade the OS before installing PCAP Mac. If that is not possible and you encounter this problem, save any un-published captures, then uninstall and reinstall Personal Capture. Capture inputs Audio MUST be configured. You can use the built-in soundcard input, a 1/8" line-in/mic-in connection, or a USB-attached audio device (including a microphone on an attached video camera (if there is one). Audio levels should be configured on the input to be as high as possible without reaching maximum levels during peaks, which can cause audible distortion during recording. Display is captured from the local VGA screen buffer and requires no external connection or configuration. Video can be captured using the built-in web-camera on the computer, or via one or more USB-attached video cameras. NOTE: If possible, for externally-attached devices, install only the necessary drivers for the device. Do not install the accompanying application software, as these programs can sometimes interfere with PCAP. Capture options Personal Capture supports the following input combinations: Audio (A) Audio/Video (A/V) Audio/Display (A/D) Audio/Display/Video (A/D/V) Audio/Video/Video (A/V/V) BEST PRACTICE: A/D/V and A/V/V recordings can be processor-intensive. Do test captures to be sure your computer and input devices can capture the quality necessary. You may also want to review the published captures from the Classroom side, to be sure the output quality also meets your standards. Capture products Personal Capture can generate the following output: Classroom Player presentation, including audio and up to two visual inputs (any combination of display/video) Downloadable mp3 audio-only file Downloadable SD mp4 file, including audio, display, and/or video Downloadable HD mp4 file, including audio, display, and/or video

End of Support for Personal Capture August 30th, 2019: The download links for PCAP will be removed from the platform. This is also the end of support date for these applications in Europe, Middle East, and Africa (EMEA). While the applications will likely continue to work for the rest of the year, there will be no support available. Clients in the EMEA region should plan a full transition to Universal Capture before this time. Clients in other regions can continue to use existing PCAP installations but will no longer have the ability to download it. January 15th, 2020: This date marks both the end of life and the end of support for these applications globally. As of this date, PCAP will cease to work with the Echo360 platform due to enhancements in the capture pipeline that will only work with Universal Capture. It is of utmost importance that all Echo360 clients complete their transition to Universal Capture by this time. Echo360 Personal Capture (PCAP) is a stand-alone application that runs on either Windows or Mac and allows you to create recordings to supplement your in-class materials. Our goal is to keep the application simple and clean. Creating recordings is as simple as selecting the inputs and clicking Record. You can edit the recording if you want, then publish the recording to a class. YOU select which recordings are published, meaning you can create as many recordings as you want, select the best one for class, and delete the rest. Once published, the recording is available to students, or you can configure availability on a schedule if you prefer. Please refer to the following topics as appropriate for further information and instructions: Personal Capture Specifications Personal Capture for Mac - Installation and user instructions for Mac users See Also: Supported Devices for Personal Capture Mac Personal Capture for Windows - Installation and user instructions for Windows users See Also: Supported Devices for CCAP and PCAP Windows IMPORTANT: If you access Echo360 through a learning management system (LMS) such as Canvas or Blackboard or Moodle, you must establish a direct login to Echo360 to publish PCAP recordings. See Creating or Changing Your Echo360 Password. If your institution uses single sign-on authentication and you log into an institution portal to access Echo360, PCAP will walk you through the login process via your default browser, requesting your institution login credentials. Network considerations A network or internet connection is NOT necessary to use Personal Capture to record or edit a capture. You will, however, need connectivity to upload and publish any captures to Echo360. When you select to publish a recording, you are asked for your Echo360 login credentials. Once provided, these tell Personal Capture who you are and what courses you can select to receive the published capture. In addition, all uploaded personal captures appear in your LIBRARY page, for future use or sharing with other classes or individuals. Error logs and recording file locations If you encounter problems using Personal Capture, you (or your System Administrator) may find it useful to inspect the logs. The log files retain information about the product actions, including errors, which can be helpful when debugging malfunctions or when working directly with Echo360 Technical Support. Unless you changed the location during installation, the default locations for the logs are: Windows: C:ProgramDataEcho360Personal Capturelogs MacOS: ~/Library/Logs/Echo360/Personal Capture/logs The logs are kept separate from the actual recording media. If you require direct access to the recorded media files, they can be found at: Windows: C:Users{username}AppDataLocalEcho360Personal Capture ecordings MacOS: Recordings: /System/Users/{user}/Documents/Echo360/Personal Capture/recordings Backgrounder binaries and input/output folders: /System/Users/Shared/echo360

End of Support for Personal Capture August 30th, 2019: The download links for PCAP will be removed from the platform. This is also the end of support date for these applications in Europe, Middle East, and Africa (EMEA). While the applications will likely continue to work for the rest of the year, there will be no support available. Clients in the EMEA region should plan a full transition to Universal Capture before this time. Clients in other regions can continue to use existing PCAP installations but will no longer have the ability to download it. January 15th, 2020: This date marks both the end of life and the end of support for these applications globally. As of this date, PCAP will cease to work with the Echo360 platform due to enhancements in the capture pipeline that will only work with Universal Capture. It is of utmost importance that all Echo360 clients complete their transition to Universal Capture by this time. In general, Personal Capture will self-configure on installation. It defines the local storage locations for your recordings during installation and identifies the Echo360 location for uploading and publishing recordings. You can also configure the login to use for publishing recordings, so you don't have to re-enter it every time. Configure these items for Personal Capture the first time, and as long as the information doesn't change, the settings are used every time for publishing captures. Configure login Click the Login link at the top of the Personal Capture window, shown in the below figure. The login credentials you enter are used to identify your content library as well as the sections to which you are associated. PCAP login is now processed and maintained by your default browser, rather than in the application itself. This supports institutions that use single sign-on (SSO) authentication and allows those users to log in using their institutional credentials, instead of having to establish a separate Echo360 login. Your login will persist as long as the browser retains it. This means you may have to log in again periodically, particularly after clearing your browser cache or after the cached credentials expire. Your default browser opens and asks for your email address. Click Submit. If you belong to multiple institutions, you are asked to select which one you want to log into. If your institution uses SSO, you will receive a university login screen similar to the one you typically use to log into the university portal or other access point. If your institution does not use SSO, you will receive the standard Echo360 Login page, with your email address populated. NOTE: After logging in, you may receive a "redirecting" page while your login is processed. This page may persist even after authorization is complete. You can close or minimize the browser and return to PCAP. Once you are logged in, the "Login" label at the top of the window changes to show your username. You must be logged in to publish your PCAP recordings to Echo360. Configure or view settings Click the Settings button at the top of the Personal Capture window, identified in the below figure (it looks like a gear). The Settings page, shown below, contains the following information: Server URL: Identifies the Echo360 server and location for uploading content from this installation of PCAP. Port: If your system administrator asks that you specify a particular port for PCAP communication, enter that number into the Port text box. By default, PCAP uses port 443 for capture uploads. If you are having problems with publishing or make changes in this tab, click Test Connection. After a few moments, you should see a message in the tab indicating the settings are correct. If you receive a different message, contact your system administrator. Server Proxy: The communication proxy for PCAP is automatically configured. Edit this section only if your system administrator provides you with specific direction for configuring Manual proxy or to turn HTTP proxy off. Storage Location: Identifies the local directory where recordings are saved. Click Browse to change this location if necessary. Use Local Directory for Capture Storage Location The Personal Capture storage location must be on the local drive; it cannot be located on a network, remote (mapped), or USB thumb drive.

End of Support for Personal Capture August 30th, 2019: The download links for PCAP will be removed from the platform. This is also the end of support date for these applications in Europe, Middle East, and Africa (EMEA). While the applications will likely continue to work for the rest of the year, there will be no support available. Clients in the EMEA region should plan a full transition to Universal Capture before this time. Clients in other regions can continue to use existing PCAP installations but will no longer have the ability to download it. January 15th, 2020: This date marks both the end of life and the end of support for these applications globally. As of this date, PCAP will cease to work with the Echo360 platform due to enhancements in the capture pipeline that will only work with Universal Capture. It is of utmost importance that all Echo360 clients complete their transition to Universal Capture by this time. Publishing a Personal Capture recording uploads the file to Echo360 for processing. Once processed, the recording is posted in the Class list for the section you identify or to your Echo360 Content library. If you select to make the capture available on publish, students can view it as soon as processing and publishing are complete. There are two publishing modes for Personal Capture: Auto-Publish Manual Publish Notes about publishing You should also understand the following about the publishing process as a whole, which applies to both Auto and Manual publishing: While the actual file upload process happens in the background, you MUST wait until the "Finalization" and "Prepare to Publish" processes have finished, BEFORE closing the application. These statuses are noted on the screen and you will receive a notice if you attempt to close the application before they are complete. The Prepare to Publish process should take less than a minute. The Finalization process may take several seconds, or several minutes, depending on the length of the recording. Plan to allot for this time for longer recordings. The Publishing process occurs in the background but does require an active network connection. If this process is interrupted (network outage, turning off the computer or putting it to sleep), publishing will resume once the connection is re-established. Once the recording is uploaded, it must be processed before it is published to the section. This may take from several minutes to several hours, depending on the current load of the Echo360 server. Wait an appropriate period of time, then check your Library page or the Class List page for the section to find the newly published capture. Auto-Publish a Recording The Preview Window of Personal Capture provides an Auto-publish option, shown in the below figure. Auto-publish allows you to complete the recording, after which the capture is immediately uploaded and published to the section you selected before the recording began. If you plan to use Auto-publish, keep in mind: You cannot review or edit the recording before it is auto-published to the selected course section. The recording is still saved locally, so you can edit the capture and re-publish it later, replacing the original capture, if appropriate. To auto-publish a recording: Before you record, check the Auto-publish checkbox, shown in the figure above. Click Record. If you are not logged in, you will be sent through the Login process. In the publishing information dialog box, enter or edit the Title of the capture. Select an Upload To location for the capture from the drop-down list. Your options include one of your courses or your Echo360 Library page. Note that all recordings you publish to a course automatically appear in your Library. When finished, click Record. When you are finished recording, click Stop. The recording is immediately uploaded to the server, processed, then placed in your Library or published immediately to the selected course. Manually Publishing a Recording If the Auto-publish checkbox is NOT checked, you will need to manually publish your captures to your courses. You can also manually published edited versions of your captures to replace those that may have been auto-published originally. To manually publish a recording Hover the mouse over the recording you want to publish and click the Publish icon, as shown in the below figure. If you are not logged in, you will be sent through the Login process Once logged in, the Recordings list changes to display the Publishing Details fields shown in the below figure. Enter or edit the capture Title. Select the Upload To location to publish the recording to. You can select one of your courses or your Echo360 Library page. Note that all recordings you publish to a course also appear in your Library page. When finished, click Upload. You will see a status bar, indicating the status of the file upload.

Latest Version EchoSystem 5.5 Service Pack 17 The current and final EchoSystem Release is version 5.5 Service Pack 17 (5.5.2017-06-20.3). This release includes migration functionality to the Echo360 Active Learning Platform as well as support for the Echo360 PRO capture appliance. EchoSystem 5.5 also provides a more reliable and scalable system for Administrators as well as improved software capture reliability. For more information, please review the release notes. As announced in December of 2015, all future development will be dedicated to our Echo360 cloud platform after June 30th, 2017. As such, this will be our final installer release of the Echo System Server. By focusing on our new, modern platform, Echo360 will continue to lead the way in education for video, engagement, and analytics. ESS: 5.5.71.597979593 Devices: 5.5.595718452 Software Capture (Win): 5.5.595718452 Personal Capture (Mac): 5.5.560035676 Windows 64 Bit Linux 64 Bit Previous Versions These previous EchoSystem Server versions may be a necessary upgrade path if your EchoSystem Server install is significantly out of date. If you are on an ESS version older than 5.5 Service Pack 7, please contact Echo360 support for assistance with your upgrade. EchoSystem Server 5.5 Service Pack 7 ESS: 5.5.2016-04-07.40 Devices: 5.5.559796374 Software Capture (Win): 5.5.559796374 Personal Capture (Mac): 5.5.560035676 Windows 64-Bit Linux 64-Bit EchoSystem Server 5.4 Service Pack 6 ESS: 5.4.2015-04-17.3 Devices: 5.4.525485544 Software Capture (Win): 5.4.525485544 Personal Capture (Mac): 5.4.525485544 Windows 64-Bit Linux 64-Bit Linux 32-Bit EchoSystem Server 5.3 Service Pack 4 ESS: 5.3.19.40786 Devices: 5.3.40781 Software Capture (Win): 5.3.40594 Personal Capture (Mac): 5.3.40781 Windows 64-Bit Linux 64-Bit Linux 32-Bit Supplemental Files Echo360 Device Monitor The Device Monitor is a Windows-only application, that works with the Delcom USB HID Visual Signal Indicator, to provide a confidence monitor to instructors and students regarding the state of a capture device recording. It works with Echo360 capture devices, including Classroom Capture, the SafeCapture HD, PRO, and POD. For more information on the Device Monitor and the compatible Delcom USB device, please click here. Device Monitor 1.10.9 External Wowza Bundle We have created a script for configuring the EchoSystem Server for use with an external Wowza Media Server. It automatically creates the proper directory structure needed inside the Wowza application directory, adds the required XML files for configuration, and installs additional required Java libraries. This bundle contains the necessary components for on-demand and live Echoes, chat and presence features, and legacy Apreso content. For more information, click here. Wowza Bundle Building Blocks EchoSystem Server LMS Building Blocks or Plugins are no longer supported for use with the ESS as we now support LTI integrations. If you need our old building blocks, you can download them here. Blackboard Building Block Required for seamless login and for all 9.1 and higher systems. Please use the 5.2 Building Block for EchoSystem 5.2 or later. Please use the 4.0.8 Building Block for EchoSystem 4.0, 5.0, or 5.1. 5.2.3 4.0.8 Moodle Plugin For Moodle 2.x / 3.x EchoSystem versions 4.0 Update 1 or later Includes EchoCenter integration and Single Sign-On (SSO) from Moodle to EchoSystem. 5.5

End of Support for Personal Capture August 30th, 2019: The download links for PCAP will be removed from the platform. This is also the end of support date for these applications in Europe, Middle East, and Africa (EMEA). While the applications will likely continue to work for the rest of the year, there will be no support available. Clients in the EMEA region should plan a full transition to Universal Capture before this time. Clients in other regions can continue to use existing PCAP installations but will no longer have the ability to download it. January 15th, 2020: This date marks both the end of life and the end of support for these applications globally. As of this date, PCAP will cease to work with the Echo360 platform due to enhancements in the capture pipeline that will only work with Universal Capture. It is of utmost importance that all Echo360 clients complete their transition to Universal Capture by this time. Personal Capture (PCAP) allows you to review any recording you've made and contains some basic editing functions that allow you to trim or cut out portions of the recording as needed. Open a recording for editing Review the recording Trim the recording Cut segments from the recording NOTE: Captures that are Auto-Published cannot be edited in Personal Capture first; they are automatically published to a course as soon as recording ends. You can, however, can edit the locally saved version of the recording, and manually re-publish the capture, replacing the original, if appropriate. Open a recording for editing Review and edit of a PCAP recording are both performed in the Editing window. To open the editing window, Hover your mouse over the recording and click the Edit button, as shown in the below figure. Long Recordings Take Time to Load for Editing If you are editing a very long recording (multiple hours) it may take up to several minutes for the capture to fully load in the Editing Window. You will see the capture in the window, along with the editing tools, and you can make temporary cuts or trim the recording as needed. However, you may notice that the Apply edits button reads Loading... instead. This will continue until the entire capture is loaded for editing. The Edit Window appears, as shown in the below figure. Identified in the graphic are the main editing features, including Save Title, the Playback controls, the Playhead (showing where you are in the playback of the recording), and the right-trim slider (there's one on the left too). These are discussed in more detail later on this page. Review the recording Use the playback controls to play the recording. If you have made cuts in the recording, the playback will skip the cut areas, so you can see how the edits affect the final product. The figure below shows the playback controls, and has the current location of the playhead identified, both as the timed location, and within the playback bar itself. It can be useful to note the timed location of the playhead when the recording gets to a point you need to edit, either as a cut, or to trim the beginning or end of the recording. Jotting down the timed location can help you move the trim sliders or cut marks more quickly and accurately, to make edits. When the playhead gets to a cut location (identified as the lighter area in the playback bar), the playhead will skip over the cut in the bar, and the timed location will change in conjunction with the skip.Trim the recording Trim the Recording Also referred to as "top and tail", the editing window allows you to cut off the beginning and ending of the recording as needed. The figure below shows the trim sliders circled (located on either end of the timeline). Click and drag the trim sliders to move them. For example, you may begin recording then have to start over again. With the Trim capability, you don't have to stop and create a new recording. You can simply begin again while the current session is running, and then trim the "false start" from the beginning of the capture when finished. This also allows you to remove any last keystrokes or other movements used to end the recording, such as opening the Personal Capture window and clicking Stop to end the session. This too can be trimmed from the final capture. Notice that as you drag the sliders toward the center of the playback bar, the start time and end time change in conjunction with the new start or end points of the recording. When finished, click Apply edits to permanently apply these changes to the recording. This cannot be undone! Cut segments from the recording When you first open the Edit window, you see a larger triangle positioned at the beginning of the recording. If you click the triangle and slide it, you will notice that it is made up of two smaller triangles. These are cut markers and are used to identify the beginning and end points of a section to cut from the recording. NOTE: Any cuts you make are temporary until you select to Apply edits. This is discussed in more detail below. To temporarily cut a segment from the recording: Click and drag the two smaller triangles to the appropriate beginning and end points of a segment. Click Make cut, located at the bottom right of the window. The below figure shows the two parts of this process. Once the cut is made, the segment turns darker than the original playback bar. Clicking Make cut frees up the cut markers to make another cut in the recording. The figure below shows a playback bar with multiple temporary cuts made. As long as the cuts remain temporary, you can remove the cut and return that section of the recording to its original state. To remove a temporary cut: Double-click the cut segment in the playback bar. When a cut is removed, the segment returns to the same color as the rest of the playback bar. To clear all temporary cuts: Click Clear Cuts, located on the bottom left side of the window. Use the playback controls to review your edited recording. The playback head will skip over any cuts you have made so you can see how the recording will look when it is published. To permanently apply changes: Click Apply edits, located in the bottom right corner of the window, as identified in the above figure. Clicking Apply edits makes your changes permanent. This cannot be undone! You will receive a warning message to be sure you want to apply your changes to the recording. In the list of your recordings at the bottom of the Preview Window, those that have been edited are marked as Edited. This allows you to quickly determine which recordings may still require edits before publishing.

End of Support for Personal Capture August 30th, 2019: The download links for PCAP will be removed from the platform. This is also the end of support date for these applications in Europe, Middle East, and Africa (EMEA). While the applications will likely continue to work for the rest of the year, there will be no support available. Clients in the EMEA region should plan a full transition to Universal Capture before this time. Clients in other regions can continue to use existing PCAP installations but will no longer have the ability to download it. January 15th, 2020: This date marks both the end of life and the end of support for these applications globally. As of this date, PCAP will cease to work with the Echo360 platform due to enhancements in the capture pipeline that will only work with Universal Capture. It is of utmost importance that all Echo360 clients complete their transition to Universal Capture by this time. Personal Capture allows you to select the inputs you want to capture for each recording and the output quality for the capture. The below figure identifies the locations of the drop-down lists for selecting recording inputs and capture quality output. The input and output selections you make are retained, even after you close the program. This means you can configure these settings once and use the same ones each time you create a recording, without the need to re-select them. Select inputs for recording Personal Capture allows you to record up to three inputs, as follows: Audio only - capturing only audio input. This will generate an MP3 file for students to listen to. Audio and Video (A/V) - capturing sound and video input from the built-in or USB-connected video camera. Audio and Display (A/D) - capturing sound and whatever is shown on the computer screen. Audio, Display, and Video (A/D/V) - capturing sound, the display on the computer screen, and video input. Audio and Dual Video (A/V/V) - capturing sound and the input from two different video sources. Use the three drop-down lists on the left side of the preview screen, identified in the above picture, to select the inputs you want to use. Choose None Selected if applicable to that input. Note the following about Audio input: You cannot choose None Selected for audio input; you MUST have at least one audio input configured. You can use the internal microphone, an externally-attached microphone, or a microphone on an externally-attached camera if there is one. After you select the appropriate inputs, check the preview of those inputs shown on the screen. Each input is identified in the following figure and described below. Microphone Input is level shown in the light-bar above the preview panes. If you do NOT see this bar changing as sounds are made, check your microphone connection and functionality. If the sound bar on the screen is not registering sounds, your capture may not have audio. Display or Second Video Input is shown in the left panel of the preview panes. Capturing Primary Display captures whatever appears on the computer screen (or selected display device). If you are using two video inputs, this will show whatever the selected camera is currently aimed to view. Primary Video Input is shown in the right panel of the preview panes. If you are not capturing video, this option will show None Selected, and the right preview pane will be blank. Select output quality for capture The output selection drop-down list is located on the right side of the preview screen above the Primary Video preview pane. It is circled in the figure at the top of this page. This selection allows you to determine the resolution of the video and display output of the capture, which in turn determines the size of the capture files. The selections available are as follows: Good Quality/Smaller Files - This creates a capture with low-resolution video and display. The lower resolution keeps the final file size to a minimum. This is a good choice if file storage size is a concern, or if you or your students have bandwidth issues that may cause larger file uploads or capture playback to fail. Better Quality/Medium Files - This is the default setting. It generates a capture with medium resolution video and display. This setting creates medium sized files for the recording. This setting is the default and is probably sufficient for most recording needs. Best Quality/Larger Files - This setting creates high-definition resolution for video and display. Consequently, this setting also creates very large files for these captures. Use this setting if you have visual details in the display or video of the capture that requires students to see the recording in very high resolution. Otherwise, this setting should be used sparingly, due to the time required to upload and process the completed capture. In addition, this setting uses significant computer resources; if your computer cannot process a high quality capture properly, your capture may be blank. If you DO need to use the High Quality setting, run a test capture first, to be sure it will work.

Echo360 has a variety of management options and settings that apply across the institution. The help topics that address these include: Enable/Disable Features for the Institution Creating and Managing Organizations and Departments Assigning Scheduler Access to Organizations/Departments Watermarks and Video Branding Adding University Policies to Legal Verbiage Edit institution name, logo, or time zone (Basic info) When your Administrator account is created, you are assigned to one or more institutions. You can change the name of an institution if necessary but it cannot be deleted. You can also change the time zone, as well as upload an institution logo (which appears in the top right corner of the Echo360 window). To access institution account settings Click the Settings icon in the upper-right corner of the screen. From the Settings menu, select Institution Settings. The Institution appears at the top of the list and is selected by default. Select Basic Info from the right panel if necessary. Review and if necessary, edit the Name of the institution. Review and if necessary select a different time zone/location for the institution from the drop-down list. Add or change the graphic icon to represent the institution by clicking Select File then browsing to the file. When finished, click SAVE.

Echo360 allows you to apply institutional branding to all videos processed and served to users. This branding can be applied via watermarking, and by adding intro and/or outro clips to the videos. Once configured and enabled, branding is applied to all videos across the institution (both captures and user-uploaded video files). Furthermore, disabling a branding feature later will not remove it from already-processed video files. This also applies to changing the watermark or intro/outro clips used. Once a video has been processed to include the branding item, it remains on the video until re-processed without it, or with a different uploaded branding file. To remove a watermark, intro clip, or outro clip from videos Following the steps in the procedure(s) below, toggle the Watermark, Intro Video, and/or Outro Video slider(s) off as desired. On the Captures page, find/filter for the video(s) you want to remove the branding from. From the chevron menu on the right side of the capture row, select Reprocess. Repeat step 3 for each video from which you want the branding removed. Once reprocessing completes, the branding item(s) you turned off no longer appear with the video. Watermarking Watermarking is the process of overlaying a semi-transparent image on a video file so that viewers recognize the institutional owner of the content. Watermarking in Echo360 applies the image to the bottom-right corner of the video. To apply watermarking to videos Log in as an administrator. Click the Settings icon in the upper-right corner of the screen. From the Settings menu, select Institution Settings. The Institution appears at the top of the list and is selected by default. On the right side of the Settings page, select Branding. At the top of the Branding page, enable the Watermark slider. Click Select File to upload the file to use. Use the Filestack window to locate and select the file. Once uploaded, the image appears in the preview box. Click SAVE. All videos processed from this point forward will contain the uploaded image, at 20% transparency, in the bottom right corner of the video. Intro and Outro Clips Adding an Intro and/or an Outro clip to your video branding configuration adds the uploaded clip to the opening or closing of all videos processed for this institution. Neither are required, and you may choose to add an intro clip or an outro clip, or both. Keep clips short! There is no constraint on the length of the video clip used for the intro/outro, but users might get annoyed with (and then Tweet about) having to sit through excessive intro/outro viewing time. To apply an intro and/or outro clip to videos Log in as an administrator. Click the Settings icon in the upper-right corner of the screen. From the Settings menu, select Institution Settings. The Institution appears at the top of the list and is selected by default. On the left side of the Settings page, click Video branding. If necessary, scroll down below the Watermark section of the Video branding page to view the Intro and Outro video selections. Enable the Intro Video slider. Click Select File to upload the video clip file to use. Use the Filestack window to locate and select the file. Once uploaded, the image appears in the preview box. Enable the Outro Video slider and repeat the above steps. When finished, click SAVE. All videos processed from this point forward will begin and/or end with the video clip(s) you provided. If at any point you want to STOP adding intro or outro clips to processed videos, simply disable the slider and click Save. The file you uploaded is retained but will NOT be added to any newly processed videos. To REPLACE the clip being used, click Select File and repeat the above steps.

Use of organizations and departments is optional. If your initial deployment is small, and your institution does not need that level of compartmentalization, you do not need to create them right away. As your deployment grows, you can add them and categorize your courses accordingly. Furthermore, organizations can exist without departments, and departments can exist without organizations. The location for viewing, adding, deleting, and editing your organizations and departments is the Institution Settings page available from the Settings menu, as shown in the below figure. The Institution Settings page provides at-a-glance access to the hierarchical structure in your institution. At the top, is the institution node, which is selected by default. From here, you can manage all the necessary items at the Institution level. Below the institution are all of the organizations and departments already configured. Organizations are shown with an icon to the left, indicating they are expandable, to show the departments associated with them (and to create a new department for that organization if necessary). Departments that are not associated with an organization appear directly in the list. Hovering over each organization or department reveals action icons allowing you to expand (plus sign), edit (pencil) or delete (trash can) the item. Create an Organization or Department Typically, organizations exist as sub-divisions of the Institution, such as a medical school or school of journalism. Departments typically exist as sub-divisions of the organization. But you can apply these segmentations as needed to your institutional structure. You may want to refer to Defining the Echo360 Hierarchy for information on how the organizational structure is often used in the system. To create an organization or department Click the Settings icon in the upper-right corner of the screen. From the Settings menu, select Institution Settings. Click NEW ORGANIZATION, then enter a Name for your organization and click SAVE. Click NEW DEPARTMENT, then select an Organization for your department or select None. ALTERNATELY, if the department is to reside under an existing organization, you can click the plus sign icon for the organization in the list, or expand an empty organization and select New department. In either case, the Organization selection in the New department dialog box is pre-populated with the organization. Enter a Name for your department. Department names MUST BE UNIQUE to the Institution, regardless of whether or not they reside under an organization. Click SAVE. Edit an organization or department Editing an organization involves editing the name of the organization. Editing a department allows you to edit the name of the department, and/or select a different organization (or None) for the department to reside in. To edit an organization or department Click the Settings icon in the upper-right corner of the screen. From the Settings menu, select Institution Settings. From the left panel of the Institution Settings screen, select Organizations. Find the organization you want to edit, and click the edit icon (it looks like a pencil). In the Edit organization dialog box, edit the name of the organization and click SAVE. Find the department you want to edit, and click the edit icon. If the department resides under an organization, you will need to expand the organization to find it. In the Edit department dialog box, you can select a different Organization to which the department belongs (or select None), and/or edit the Department name. When finished, click SAVE. Delete an organization or department Deleting an organization or department simply removes that item or level from the hierarchy. It does not delete any associated objects. Departments and/or Courses that belonged to a deleted object are changed to "None" for the department or organization as it applies. To delete an organization or department Click the Settings icon in the upper-right corner of the screen. From the Settings menu, select Institution Settings. From the left panel of the Institution Settings screen, select Organizations. Find the organization you want to delete, and click the delete icon (it looks like a trash can). A Warning message appears. Click OK to delete the organization. Any departments in the organization are now not associated with any organization and appear in the Organizations page at the top level. Find the department you want to delete, and click the delete icon. If the department resides under an organization, you will need to expand the organization to find it. A Warning message appears. Click OK to delete the department. Any courses in the department are now only associated with the organization in which the department resided, OR if the department was not within an organization, the courses exist with "None" as their organization and department.