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MediaBeacon University

MediaBeacon Training Course Outline

Training Sessions

  • Our training courses are presented once per month (see schedule), on the most recently released version of the software.
  • Note that Customer Care Onboarding is separately scheduled per customer.
  • For other custom training requests, please contact your account manager for more information.

Web UI Configuration

This course covers the configuration of MediaBeacon via the web application user interface.

Prerequisites

  • Each attendee must watch the Basic Web UI Functionality video prior to the class sessions to develop a grounding in MediaBeacon functionality.
  • Each attendee must able to complete configuration exercises during class sessions. Attendees will log into a provided instance of MediaBeacon to perform configuration tasks to demonstrate comprehension.

Syllabus

Module 1

  1. Intro
    1. Slide: Class Structure
    2. Slide: MediaBeacon Certified User Program
    3. Slide: What is MediaBeacon?
    4. Slide: Versions & Nomenclature Changes
    5. Q&A on Prerequisites Video
  2. Admin Mode
    1. Key Shortcuts
  3. Interface Structure
    1. UI Structure Overview
      1. Menubar
      2. Search Bar
      3. Component Area
      4. Asset View
    2. Slide: MediaBeacon System Objects Structure
    3. Workspaces
      1. Adding
      2. Configuration Options
      3. Arrangement of Tabs
    4. Components
      1. Adding
      2. Layout
      3. Display Modes
    5. Sharing and Saving components and Workspaces
      1. Sharing Components
      2. Sharing Workspaces
      3. Workspace and Component Assets
    6. Removing Workspaces
  4. Menubar Commands for Global Administrators
    1. Create Menu Commands
      1. Add Workspaces
    2. Manage Menu Commands
      1. Workspace
        1. Themes off by default
        2. Options
      2. History
      3. Dictionaries
      4. Adobe Connector
        1. Covered in Module 8
      5. Workflow
        1. Covered in Module 6
      6. System Status
      7. System
        1. Covered in Module 2
      8. Folder Actions Menu Commands
  5. Exercises
    1. Exercise 1: Register Global Admin Account
    2. Exercise 2: Add Assets to MediaBeacon
    3. Exercise 3: Create Dictionaries

Module 2

  1. System / Admin Core Overview
    1. Workspace Based
      1. Users
      2. Groups
      3. Fields
      4. Metaforms
      5. Loading Dock Types
    2. XMP Asset Based
  2. Users Configuration
    1. Slide: MediaBeacon System Objects Structure
    2. User Account Structure
    3. Local Accounts
    4. "LDAP" (Identity Management) Accounts
    5. Predefined Users
      1. Root
      2. Guest
      3. nologin
      4. Demo Users: Creative Director, External, Marketing, Omnichannel, Studio
    6. User Invitations
    7. Exercises
      1. Exercise 4: Create User Account

Module 3

  1. Groups Configuration
    1. Slide: MediaBeacon System Objects Structure
    2. Slide: MediaBeacon Asset Access Model
  2. Group Settings
    1. Priority & Default ACL
      1. Slide: Defining User Login Location
    2. Best Practices: 1:1 Group/ACL & Exceptions
    3. Predefined Groups
      1. Default Group Template
      2. Users
      3. nologin
      4. Demo Groups: Creative Director, External, Marketing, Omni Channel Marketing, Studio
  3. ACL Configuration
    1. ACL Panel (ACL Permissions)
      1. Slide: MediaBeacon Asset Access Model
      2. Slide: Controlling Metadata Writing
      3. Root Folder
        1. Slide: The "Index" Directory
      4. Privileges
        1. Slide: Privilege Restrictions Settings & Override Relationships
      5. Metaforms
        1. Slide: Visible Metaform Defaults
  4. Exercises
    1. Exercise 5: Create Group & ACL, part 1
    2. Exercise 6: Create Group & ACL, part 2

Module 4

  1. Fields Configuration
    1. What is XMP Metadata?
      1. Slide: Fields: XMP Definition
      2. Slide: XMP Metadata Block in a File
    2. Field & Schema Configuration
      1. Type Validator
        1. Slide: Field Formats
      2. Edit/View Levels
      3. UI Element
      4. Default
      5. Order
      6. Indexing & Substring Searching
      7. Slide: Field Configuration: Indexes and Substring Searching
      8. Sync Strategy
        1. Where metadata lives
          1. Slide: XMP Acceleration Strategy
    3. Best Practices
      1. Adding & Deleting Fields and Schemas
  2. Exercises
    1. Exercise 7: Create Fields

Module 5

  1. Metaforms Configuration
    1. Slide: Metaforms
    2. Special Use of Not Empty, Hidden, View Only, and Default Settings
    3. Using M3TAForms to replace other configuration. Best practices with Metaforms to limit or eliminate:
      1. Many schemas
      2. Redundant fields
      3. Namemapping issues
  2. Loading Dock Types Tab
    1. Slide: Loading Dock Properties: Effects on Download
    2. Controlling Custom & Preset Download Conversions
  3. Exercises
    1. Exercise 8: Create Custom Metaforms, part 1
    2. Exercise 9: Create Custom Metaforms, part 2

Module 6

  1. Components Configuration - Part 1: Highest Use
    1. Search Components
      1. Quick Search
        1. Slide: Synonym Searching Options with QuickSearch
        2. Directory Browser
        3. Places Browser
      2. Information Components
        1. Search Filter
        2. Search Status
        3. Metaform
        4. HTML
      3. Action Components
        1. Cart
        2. Conversions
        3. Navigation
        4. Metaforms Stamper
      4. View Components
        1. Infinite Scroll
        2. Tile View
        3. Text View
          1. Import/Export Wizard
  2. Components Configuration: Upload & Workflows
    1. Upload HTML
    2. Breakout, Workflows
    3. Workflows
    4. Visual Workflow Editor example, Auto-upload Sorting
    5. Slide: VWFE Example: Automatic Upload Sorting
    6. Slide: Visual Workflow Editor Triggers
  3. Exercises
    1. Exercise 10: Add & Share Workspaces
    2. Exercise 11: Configure Components on Workspace
    3. Exercise 12: Create an Upload Workflow

Module 7

  1. Components Configuration - Part 2: Less Common Use
    1. Search Components
      1. Color Search
      2. Date Search
      3. Facet Graph
      4. Keyword Search
      5. Saved Searches
      6. Saved Selections
      7. Search Refinement
      8. Taxonomy Browser
    2. Information Components
      1. Loading Dock Status
      2. Logged In Users
      3. Report
      4. RSS
      5. Video Playback 
    3. Action Components
      1. ACL Selection
      2. Trash
    4. View Components
      1. Video Edit View
    5. Special Workspaces
      1. Metrics
      2. Landing Page
        1. Slide: Landing Pages
      3. Log In ("nologin")
    6. Best Practices: Order of Configuration
    7. Exercises
      1. Exercise 13: ACL Refinements
      2. Exercise 14: Test Setup

Module 8

  1. Adobe Connectors
  2. Final Q&A

After Course

  1. Attendees will receive an email with session recording links, slide deck, and a survey.
  2. SaaS Certification attendees will be contacted by Customer Care to schedule a Customer Care Onboarding Session
  3. On-Prem Certification attendees will continue to Server-Side Configuration.

Server-Side Configuration

This course covers installation and configuration of MediaBeacon software in server environments.

Prerequisites

  • Completion of Web UI Configuration course

Syllabus

Training Material will be broken up into modules that covering related topics.

Module 1

  1. Core & Basic Concepts, Part 1
  2. Core Basic Functionality
  3. Installation

Module 2

  1. Core & Basic Concepts, Part 2
  2. GUI & Configuration Options
  3. OS/Environment Concerns
  4. Indexing

Module 3

  1. Preview & R3Search
  2. Preview Basic Functionality
  3. Preview Installation
  4. Preview Application Configuration (GUI)
  5. R3Search functionality

Module 4

  1. Webhead & M4sterPlan/FileCloud
  2. Portal Installation
  3. Portal Configuration
  4. M4sterPlan

Module 5

  1. Upgrades, Best Practices, Troubleshooting, Part 1
  2. Upgrade process for all components
  3. Best Practices

Module 6

  1. Upgrades, Best Practices, Troubleshooting, Part 2
  2. Logs
  3. Migrating Configuration
  4. Dev vs. QA vs. Stage vs. Prod
  5. Network Troubleshooting
  6. Symlinks

After Course

  1. Attendees will receive an email with Session Recordings links.
  2. On-Prem Certification attendees will be contacted by Customer Care to schedule a Customer Care Onboarding Session

Customer Care Onboarding Session

This course familiarizes certified users with the Customer Care system, and provides an account for them.

Syllabus

Course consists of one session, covering the following topics.

Customer Care System

  1. Who can register help cases (Certified Users)
  2. When you'd want to register a help case ('Tier 1' support model)
  3. Where to register help cases (channels: online, call, email)
  4. Best practices for registering help cases (how: Dos, Don'ts)
  5. Walk-through on how to register a help case, how to follow up on existing ones
  6. Discuss help case lifecycle, show swimlanes
  7. Discuss SLAs, expectations and responsibilities of the customer (remote access requirements, demoing issues, workarounds)

Account Registration

  1. Users are given a Customer Care Account