Content Operations

6. Screens / Device Management

The Screens module manages signage players and display devices.

6.1 Open the Screens List

1. Go to Screens.
2. Use filters such as name, MAC address, screen group, version, and logged-in status.
3. Review columns such as screen name, status, version, license, and last access information.

6.2 Edit a Screen

1. Go to Screens.
2. Locate the target screen.
3. Open the row action menu.
4. Select Edit.
5. Update required fields such as screen name, description, default design/layout, location, alert settings, screen settings profile, and auditing options.
6. Click Save.

6.3 Set a Default Design/Layout for a Screen

1. Open Screens.
2. Open the screen action menu.
3. Select Default Layout or edit the screen.
4. Choose the default design/layout.
5. Save the change.

6.4 Manage Screen Membership

1. Go to Screens.
2. Select the target screen.
3. Open Member Of.
4. Assign or remove screen group membership.
5. Save.

6.5 Request a Screenshot from a Screen

1. Go to Screens.
2. Open the target screen action menu.
3. Select Request Screenshot.
4. Confirm the request.
5. Refresh later to review the latest thumbnail if supported by the player.

6.6 Wake on LAN

1. Go to Screens.
2. Open the target screen action menu.
3. Select Wake on LAN.
4. Configure broadcast address, CIDR, secure-on value, and wake time where applicable.
5. Submit the command.

6.7 Notification Settings

1. Go to Screens.
2. Open Notification Settings.
3. Configure notification enable/disable, down threshold, recipients, sender email, SMTP server details, and excluded screens or groups.
4. Use Test Connectivity to validate mail delivery.
5. Save.

7. Screen Groups

Screen Groups organize multiple screens for scheduling, permissions, and file assignment.

7.1 Create a Screen Group

1. Go to Screen Groups.
2. Click Add Screen Group.
3. Enter the name and description.
4. Click Save.

7.2 Manage Group Membership

1. Go to Screen Groups.
2. Select a group.
3. Choose Members / Manage Membership.
4. Assign or unassign screens.
5. Save.

7.3 Assign Files to a Screen Group

1. Go to Screen Groups.
2. Open a screen group action menu.
3. Select Assign Files.
4. Select library items to associate.
5. Click Assign.

7.4 Configure Version Instructions

1. Go to Screen Groups.
2. Open the target group action menu.
3. Select Version Information.
4. Set upgrade/version instructions for clients.
5. Save.

8. Screen Settings Profiles

Screen Settings profiles define client-specific configuration for supported player types.

8.1 Add a Screen Settings Profile

1. Go to Screen Settings.
2. Click Add Profile.
3. Enter the profile name.
4. Select the client type.
5. Choose whether it is the default profile.
6. Save.

8.2 Edit a Screen Settings Profile

1. Go to Screen Settings.
2. Open the profile action menu.
3. Select Edit.
4. Modify profile or client configuration settings.
5. Save.

9. Media Library

The Media module manages uploaded assets and reusable content.

9.1 Open the Media Library

1. Go to Media.
2. Use filters such as name, owner, type, retired status, duration, tags, and thumbnails.
3. Review columns such as thumbnail, name, type, duration, size, revised status, retired status, and permissions.

9.2 Add Media

1. Go to Media.
2. Click Add Media.
3. Browse or drag and drop the file.
4. Wait for upload completion.
5. Add metadata such as name, tags, duration, or ownership details if prompted.
6. Save or close the upload dialog.

9.3 Edit Media

1. Go to Media.
2. Locate the media item.
3. Open the row action menu.
4. Select Edit.
5. Update metadata and permissions as required.
6. Save.

9.4 Assign Media to Groups

1. Go to Media.
2. Open the media item action menu.
3. Select Permissions or the assignment-related action.
4. Select the user groups that can view, edit, or delete the media.
5. Save.

9.5 Download or Delete Media

1. Go to Media.
2. Use the row action menu.
3. Choose Download to retrieve the file.
4. Choose Delete to remove the item where allowed.
5. Confirm destructive actions carefully.

9.6 Media Cleanup

1. Go to Media.
2. Click Media Cleanup.
3. Review the warning that unused or unnecessary media may be deleted.
4. Confirm only during a maintenance window or after backup.

10. Designs / Layouts

The Design module is the primary content design area.

10.1 Create a Design

1. Go to Design.
2. Click Add Design.
3. Enter the name, description, tags, retention policy, template if used, and resolution.
4. Save to open the designer.

10.2 Edit Design Properties

1. Go to Design.
2. Locate the design.
3. Open the action menu.
4. Select Edit.
5. Update metadata and save.

10.3 Use the Design Designer

1. Open a design in edit or design mode.
2. Add regions to the canvas.
3. Use region tools to set position, size, layering, and options.
4. Assign media to each region from the library.
5. Configure media duration and transitions.
6. Save changes.

10.4 Configure Design Background

1. Open the design action menu.
2. Select Background or Change Background Properties.
3. Choose a background color.
4. Optionally select a background image from the library.
5. Save.

10.5 Preview a Design

1. Go to Design.
2. Open the row action menu.
3. Select Preview Design.
4. Confirm the design displays as expected.

10.6 Copy, Export, Import, Retire, or Delete a Design

• Copy - duplicate a design, optionally copying media.
• Export - download a design ZIP package.
• Import - import a design ZIP package.
• Retire - hide the design from normal active lists.
• Delete - permanently remove the design where permitted.

11. Templates

11.1 View Templates

1. Go to Templates.
2. Use filters such as name, tags, owner, and thumbnail visibility.
3. Review template thumbnails and descriptions.

11.2 Create or Save a Template

1. Open the design or template form.
2. Enter template name and description.
3. Choose whether to retire the template.
4. Save.

11.3 Import or Export Templates

1. Go to Templates.
2. Use Import to upload a ZIP package.
3. Use Export from a template action menu to download a package.

12. Resolutions

12.1 Add a Resolution

1. Go to Resolutions.
2. Click Add Resolution.
3. Enter resolution name, width, height, designer width, designer height, and enabled status.
4. Save.

12.2 Edit or Delete a Resolution

1. Go to Resolutions.
2. Open the resolution action menu.
3. Select Edit or Delete.
4. Confirm changes.

13. Design Groups / Campaigns

Design Groups are implemented as campaigns.

13.1 Create a Design Group

1. Go to Design Groups.
2. Click Add Campaign.
3. Enter a campaign name.
4. Save.

13.2 Assign Designs to a Design Group

1. Go to Design Groups.
2. Open the campaign action menu.
3. Select Layouts / Designs.
4. Choose designs to assign.
5. Click Assign.

13.3 Schedule a Design Group

1. Go to Design Groups.
2. Open the action menu for the campaign.
3. Select Schedule Now or schedule it from Timeline.
4. Select screens or groups and duration.
5. Save.

14. Timeline Scheduling and Publishing

The Timeline module schedules designs or design groups to screens or screen groups.

14.1 Open the Timeline

1. Go to Timeline.
2. Use date controls such as This Week, Day, Week, Month, or Year.
3. Use Select Screens to filter calendar visibility.

14.2 Add a Schedule Event

1. Go to Timeline.
2. Click Add Event.
3. Configure start date/time, end date/time, target screens or groups, design or design group, screen order, priority, repeat pattern, repeat interval, and repeat-until date.
4. Save.

14.3 Edit a Schedule Event

1. Go to Timeline.
2. Select the event on the calendar.
3. Choose Edit Event.
4. Update time, targets, content, priority, or repeat settings.
5. Save.

14.4 Delete a Schedule Event

1. Go to Timeline.
2. Select the event.
3. Choose Delete.
4. Confirm deletion.

14.5 Schedule Now

1. Open the action menu for a design or campaign.
2. Select Schedule Now.
3. Set duration in hours, minutes, and seconds.
4. Select display target and display order.
5. Choose priority if required.
6. Save.