Avid Nearchive 1.0 User guide

make manage move | media

™

Avid

®

Avid

®

Nearchive

™

Administrator’s and User’s Guide

Copyright and Disclaimer

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Avid Nearchive Administrator’s and User’s Guide • Part 0130-05702-01 • April 2003

Contents

Using This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Symbols and Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

If You Need Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Related Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

If You Have Documentation Comments . . . . . . . . . . . . . . . . . . . . . . . . . 12

How to Order Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Avid Educational Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 1 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

The Nearchive System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Nearchive MediaManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Nearchive TransferManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Supported Media Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

About Adding Media Objects to the Nearchive System . . . . . . . . . . 15

About Finding Media Objects — Searching and Browsing . . . . . . . 15

About Retrieving Media Objects from the Nearchive System . . . . . 15

Accessing and Logging In to the Nearchive System . . . . . . . . . . . . . . . 16

Opening the Nearchive System . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Logging In as Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

User Interface Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Mode Selector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Control Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Results Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

6

Chapter 2 Administrative Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

User Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Accessing Shortcut Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Privilege Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

The Users List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Creating User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Editing User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Deleting User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Maintenance Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Performing Database Maintenance Tasks . . . . . . . . . . . . . . . . . . . . 30

Managing Database Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Deleting Media Pending . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Hiding the Delete Media Pending Catalog . . . . . . . . . . . . . . . . . . . . 32

Deleting Disassociated Media. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Checking Consistency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Database Backup and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Specifying the Location for the Nearchive System

Backup Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Backing Up the Nearchive System Database. . . . . . . . . . . . . . . . . . 37

Restoring the Nearchive System Database . . . . . . . . . . . . . . . . . . . 38

Setting the Session Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Setting the Default Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Creating Volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Sharing Volumes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Setting the Desktop Check-in Limit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Syncing with Shared Drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Resyncing to the Shared Drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Recovering from a Server Crash. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Restarting the Nearchive System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Chapter 3 Moving Media Objects into and out of

Nearchive MediaManager. . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Configuring TransferManager on Standalone Editing Applications. . . . . 54

Transferring Media Objects from an Avid Unity MediaNetwork

Workgroup to the Nearchive System . . . . . . . . . . . . . . . . . . . . . . . . . . 55

7

Transferring Media Objects from an Avid Editing Application to the

Nearchive System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Checking In a File from Your Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Retrieving Media Objects from the Nearchive System and

Restoring Them to an Avid Unity MediaNetwork Workgroup . . . . . . . 60

Retrieving Media Objects from the Nearchive System and

Restoring Them to Your Avid Editing Application . . . . . . . . . . . . . . . . 60

Organizing Media Objects with Catalogs . . . . . . . . . . . . . . . . . . . . . . . . 62

Moving Media Objects to Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . 63

Adding Media Objects to Catalogs. . . . . . . . . . . . . . . . . . . . . . . . . . 64

Using Catalogs to Organize Media . . . . . . . . . . . . . . . . . . . . . . . . . 64

Chapter 4 Finding Media Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Simple Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Saving Your Simple Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Extended Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Specifying Attribute Names, Operators, and Values . . . . . . . . . . . . 70

Performing an Extended Search . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Refining a Search You Just Performed . . . . . . . . . . . . . . . . . . . . . . 75

Saving Your Extended Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Managing Saved Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Viewing a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Editing the Name and Description of a Saved Search. . . . . . . . . . . 77

Deleting a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Browsing a Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Displaying Catalogs on a Macintosh Client . . . . . . . . . . . . . . . . . . . 79

Creating a New Catalog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Changing a Catalog Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Changing Access Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Adding Users to a Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Setting an Existing Catalog to Public Access . . . . . . . . . . . . . . . . . 83

Creating an Access List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Changing the Access List of a Catalog . . . . . . . . . . . . . . . . . . . . . . 85

Editing an Existing Access List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Deleting an Access List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

8

Chapter 5 Viewing and Using Your Search Results. . . . . . . . . . . . . . . . . 91

Viewing Your Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Display Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Media Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Sorting Media Objects in the Results Frame . . . . . . . . . . . . . . . . . . 94

Selecting Media Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Viewing Head Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Obtaining Media Size Information . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Obtaining Detailed Object Information . . . . . . . . . . . . . . . . . . . . . . . 98

Viewing Media Relatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Finding Other Clips from the Same Source Tape. . . . . . . . . . . . . . 101

Moving Your Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Adding Media Objects to Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Deleting Media Objects from Nearchive MediaManager. . . . . . . . . . . . 103

Deleting a Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Deleting Selected Media Objects . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Deleting Audio and Video Separately. . . . . . . . . . . . . . . . . . . . . . . 105

Chapter 6 Using Nearchive TransferManager. . . . . . . . . . . . . . . . . . . . . 107

Nearchive TransferManager Overview . . . . . . . . . . . . . . . . . . . . . . . . . 107

Transfer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Setting Up the Avid Editing Application for Transfers . . . . . . . . . . . . . . 109

Monitoring Transfers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Monitoring the Transfer from Within the Avid Editing

Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Status Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Sorting the Transfer Status Columns . . . . . . . . . . . . . . . . . . . . 113

Clearing the Transfer Status Window . . . . . . . . . . . . . . . . . . . 114

Monitoring Transfers from Your Browser . . . . . . . . . . . . . . . . . . . . 114

Detail Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

History Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Using This Guide

Congratulations on your purchase of Avid

®

Nearchive

™

, a powerful

storage solution. The Nearchive system allows Avid’s customers to store

media files on local shared drives instead of on Avid Unity

™

file systems.

Who Should Use This Guide

This guide is intended for the Nearchive system administrators and users.

About This Guide

The Contents lists all topics included in the book. They are presented with

the following overall structure:

• Chapter 1 helps you set up your work environment and get oriented

with beginning concepts and general workflow.

• Chapter 2 describes Administrative tasks.

• Chapter 3 to Chapter 5 describe how to set up your work environment

and how to use Nearchive MediaManager, with clear and

comprehensive step-by-step procedures.

• Chapter 6 describes how to use Nearchive TransferManager to monitor

your media file transfers.

Using This Guide

10

Symbols and Conventions

Avid documentation uses the following symbols and conventions:

Symbol or Convention Meaning or Action

n

A note provides important related information,

reminders, recommendations, and strong

suggestions.

c

A caution means that a specific action you take could

cause harm to your computer or cause you to lose

data.

w

A warning describes an action that could cause you

physical harm. Follow the guidelines in this

document or on the unit itself when handling

electrical equipment.

> This symbol indicates menu commands (and

subcommands) in the order you select them. For

example, File > Import means to open the File menu

and then select the Import command.

t

This symbol indicates a single-step procedure.

Multiple arrows in a list indicate that you perform

one of the actions listed.

k This symbol represents the Apple or Command key.

Press and hold the Command key and another key to

perform a keyboard shortcut.

Margin tips In the margin, you will find tips that help you

perform tasks more easily and efficiently.

Italic font Italic font is used to emphasize certain words and to

indicate variables.

Courier Bold font

Courier Bold font identifies text that you type.

Click Quickly press and release the left mouse button

(Windows) or the mouse button (Macintosh).

If You Need Help

11

If You Need Help

If you are having trouble using the Nearchive system:

1. Retry the action, carefully following the instructions given for that task

in this guide. It is especially important to check each step of your

workflow.

2. Check the release notes supplied with your Avid application for the

latest information that might have become available after the hardcopy

documentation was printed.

3. Check the documentation that came with your Avid application or your

hardware for maintenance or hardware-related issues.

4. Visit the online Knowledge Center at www.avid.com/support. Online

services are available 24 hours per day, 7 days per week. Search this

online Knowledge Center to find answers, to view error messages, to

access troubleshooting tips, to download updates, and to read/join

online message-board discussions.

5. For Technical Support, please call 800-800-AVID (800-800-2843).

For Broadcast On-Air Sites and Call Letter Stations, call

800-NEWSDNG (800-639-7364).

Double-click Click the left mouse button (Windows) or the mouse

button (Macintosh) twice rapidly.

Right-click Quickly press and release the right mouse button

(Windows only).

Drag Press and hold the left mouse button (Windows) or

the mouse button (Macintosh) while you move the

mouse.

Ctrl+key

k+key

Press and hold the first key while you press the

second key.

Symbol or Convention Meaning or Action

Using This Guide

12

Related Information

The following documents provide more information about the Nearchive

system:

• Avid Nearchive Version 1.0 Release Notes

• Avid Nearchive Hardware Setup Guide

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Chapter 1

Getting Started

The Nearchive system is a storage management tool that allows you to

store large numbers of media objects (master clips, sequences, effects, and

any other type of object that references digital media) in network-attached

storage and retrieve them later.

This chapter discusses the following topics:

• The Nearchive System Overview

• Accessing and Logging In to the Nearchive System

• User Interface Overview

• Getting Help

• Logging Out

The Nearchive System Overview

The Nearchive system has both MediaManager and TransferManager

components. You use Nearchive MediaManager to manage files and

initiate file transfers and Nearchive TransferManager to monitor file

transfers.

Chapter 1 Getting Started

14

Nearchive MediaManager

Nearchive MediaManager provides sophisticated search capabilities for

finding media objects stored in the Nearchive local storage. Nearchive

MediaManager is easy to access and use. Its user interface (UI) opens in a

standard Web browser and allows you to quickly search or browse its

contents for objects of interest. Drag-and-drop support allows you to add

Avid media objects to and retrieve Avid media objects from its database.

Nearchive TransferManager

You initiate file transfers through the Nearchive MediaManager UI, and

Nearchive TransferManager works in the background to move media

objects into and out of the Nearchive storage system. You use the

Nearchive TransferManager primarily to monitor transfer status through a

Web-based UI. You can also monitor your own transfers from within your

Avid application.

Supported Media Types

You can add the following media objects to Nearchive MediaManager:

• Master clip

•Subclip

•Files

• Sequence

• Effect (for example, titles, matte keys)

• Motion effect

• Rendered effect

• Group clips

The Nearchive System Overview

15

About Adding Media Objects to the Nearchive System

In a workgroup environment, you can send to the Nearchive system by

using an Avid editing application’s Transfer menu, or you can drag objects

from a workgroup MediaManager UI and drop them into the Nearchive

MediaManager UI.

In a standalone environment, you can send to the Nearchive system by

selecting Transfer > Send to Workgroup in the Avid editing application.

n

You must load the TransferManager client software on an editor to select

Transfer > Send to Workgroup.

For more information on adding media objects to the Nearchive system,

see Chapter 3.

About Finding Media Objects — Searching and Browsing

You can use Nearchive MediaManager to perform simple text-based or

extended searches. You typically base searches for media objects on their

associated attributes. For example, you can search for all media objects

that have the word “promo” in their names, all media objects from a

particular source tape, or all media objects from a particular tape that have

the word “promo” in their names.

You can also browse a catalog to find media objects. For more information

on searching, see Chapter 4.

About Retrieving Media Objects from the Nearchive System

Once you have found media objects that meet your search or browsing

criteria, Nearchive MediaManager offers multiple views of your results

and allows you to obtain detailed information about their attributes,

including media relatives. For more information, see Chapter 5.

When you are sure that you have found the media objects you want, you

can retrieve it from the Nearchive system.

Chapter 1 Getting Started

16

• In a workgroup environment, you can drag objects from Nearchive

MediaManager and drop them into a workgroup MediaManager or

into a bin in an Avid editing application.

• In a standalone environment, you can drag objects from Nearchive

MediaManager and drop them into a bin in an Avid editing

application.

For more information, see see Chapter 3.

Accessing and Logging In to the Nearchive System

The Nearchive UI is implemented as a dynamic Web page. You can open

the Nearchive UI with Internet Explorer 5.0 or later. This section describes

how to open the Nearchive Web page and then log in.

Opening the Nearchive System

You can access the Nearchive UI from the Nearchive Base Server or any

system running Internet Explorer that has a TCP/IP network connection to

the Nearchive Base Server by opening the appropriate dynamic Web page.

To open the Nearchive system, first obtain its Uniform Resource Locator

(URL) from your site administrator.

To open the page in Internet Explorer:

1. Start your Internet Explorer application.

2. Select File > Open (or press Ctrl+O).

3. Type the URL supplied to you by your administrator in the Open

dialog box, and then click OK.

Alternatively, if the Address toolbar is open, you can simply type the

URL there and press Enter (Windows) or Return (Macintosh).

n

After you open the Nearchive page for the first time by specifying its

address manually, create a shortcut or bookmark it for easy access.

Accessing and Logging In to the Nearchive System

17

Logging In as Administrator

Each time you open the Nearchive system, a login screen appears,

prompting you to enter a user name and password. To gain access to the

administrative functions of the Nearchive system, you must supply a user

name with administrative privileges. Once you have logged in as

administrator, you can access all the standard Nearchive system

functionality as well as its administrative functions.

n

The Nearchive system comes preconfigured with a default administrative

account (Administrator) with no associated password to allow you to log

in for the first time. Once you have logged in, Avid recommends that you

immediately specify a password for this account to prevent unauthorized

users from gaining administrative access to the Nearchive system.

Type any user name and password with administrative privileges in the

text boxes, and then click Login. The first time you need to log in (prior to

setting up user accounts), specify user name Administrator with no

password.

Chapter 1 Getting Started

18

User Interface Overview

Although the Nearchive MediaManager database actually runs on a

dedicated server system, you can easily access and use the database from

any Avid Unity MediaNetwork editor client by simply opening the

appropriate dynamic Web page in Internet Explorer.

The user interface is designed to provide access to the most commonly

used functions without using complex menus or multiple dialog boxes.

Whether you are accessing saved searches or browsing catalogs

(determined by the mode selector), the user interface displays controls to

perform searches and view head frames in the control frame. All results of

searching or browsing are displayed in the results frame.

Mode

selector

Mode-

Control frame

Results frame

User Interface Overview

19

The following sections describe the parts of the Nearchive MediaManager

user interface:

• Mode Selector

• Control Frame

•Results Frame

Mode Selector

The mode selector determines Nearchive MediaManager’s functional

mode and thus which mode-related controls are displayed in the user

interface. Table 1 describes the four available modes.

Table 1 Nearchive MediaManager Modes

Mode Description

Searches Edit, delete, and run saved searches.

For more information, see “Managing Saved Searches” on

page 76.

Catalogs Create, edit, delete, and browse Avid Nearchive

MediaManager catalogs.

For more information, see “Browsing a Catalog” on

page 78.

Services Check in files from your desktop. For more information,

see “Checking In a File from Your Desktop” on page 58.

For information on using the Transfer Status window for

monitoring the transferring of files from one workgroup to

another workgroup, see “Monitoring Transfers” on

page 111.

You can also browse incoming catalogs to get the status of

transfers.

Administration Perform administration tasks. See “User Accounts” on

page 24.

Chapter 1 Getting Started

20

Control Frame

The control frame is the focus of all operations that you can perform using

Nearchive MediaManager. Except in Administration mode, it provides

access to the Head Frame Viewer, Simple Search controls, and Desktop

Check-In. Additionally, the control frame provides a central area whose

contents are determined by the selected mode.

n

If the Head Frame Viewer and Simple Search controls are closed, you can

open them by clicking the Triangle icons in their headers. Click either or

both Triangle icons again to close the Head Frame Viewer or Simple

Search controls to make space available for the selected mode-related

view.

Triangle icons

Head

Frame

Viewer

Mode-related

view

Simple Search

controls

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Avid Nearchive 1.0 User guide

Avid Nearchive 1.0 User guide

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