Deploy Epiphan devices with Configuration Presets

Applies to: Pearl-2, Pearl Mini, Pearl Nano, Pearl Nexus.

Epiphan provides tools that make deploying, monitoring, and managing fleets of Epiphan devices, small and large, easy and straightforward.

In this section we cover how to create and apply Configuration Presets:

• with Epiphan Edge
• with the Pearl Admin panel
• with a maintenance USB

It's possible, through the use of Configuration Presets — either through Epiphan Edge, the Admin panel, or a USB drive — to quickly configure multiple Pearl devices to use EchoVideo (Echo360).

ℹ️ Note

If using Epiphan Edge, a premium Edge team is required in order to apply Configuration Presets and see your EchoVideo event calendar. See the Epiphan Edge Product page.

The process, no matter the method, works like this:

• Create a Configuration Preset
• Transfer (download/upload) the Configuration Preset to your chosen method of application
• Apply the Configuration Preset to other devices of the same model

💡 Tip

We generally recommend deselecting System, Network, and Epiphan Edge when creating and applying a Configuration Preset to other devices.

Creating and applying a Configuration Preset using Epiphan Edge (premium required)

• Log in to Epiphan Edge.
• Navigate to All Devices under Epiphan Edge on the left side bar.
• Choose the device you want to create the Configuration Preset from.
• Click the Presets tab.
• Click Create a configuration preset.
• Name the preset and choose the groups of settings you wish to include.
• Click Create.
• You will see the new Configuration Preset populate under Local presets on device.
• Click upload on the chosen preset.
• The configuration preset will be seen in your Team presets.
• Apply the Configuration Preset:
  • For a single device: Choose another device of the same model, click the Presets tab, and click Apply on the chosen Configuration Preset.
  • For multiple devices: Choose all devices you want to apply the configuration preset to, click the Configuration Preset button on the bottom right (it looks like options sliders), choose the Configuration Preset, and click Apply.

Creating and applying Configuration Presets using the Pearl Admin panel

• Log in to the Admin panel.
• Navigate to Maintenance on the lower left.
• In the Create a Configuration Preset section, enter a name for your preset and check all the boxes next to whatever settings you want to save into your preset.
• We generally recommend deselecting System, Network, and Epiphan Edge if applying the preset to other units.
• After you've chosen your settings click Save; this saves the preset to the unit.
• You can find your newly created preset in the section above and download it.
• Log in to the Admin panel for the other device you wish to configure.
• Navigate to Maintenance on the lower left.
• In the Import configuration preset section, click Choose file.
• In the dialogue box that appears, navigate to a Configuration Preset you have downloaded to your computer and click Open.
• Click the Import button.
• If the Configuration Preset is uploaded successfully it will appear in the list above alongside the Default Configuration Preset.
• Click the Apply button next to a preset to apply it.

Apply a configuration preset with USB

ℹ️ Note

You can also use a Maintenance USB to apply a preset from the device display. This is not supported on Pearl Nexus, as it has no display.

To create a Maintenance USB:

• Start by formatting a USB stick to exFAT, FAT32, ext2, or ext4.
• Insert the USB stick into your computer and rename the USB drive to EPIPHAN (case-sensitive).
• Create a new folder on the USB stick. Name it EPIPHAN (case-sensitive).
• Copy your Configuration Preset to the EPIPHAN folder on the Maintenance USB.
• Insert the Maintenance USB into your Pearl device.
• Access your Pearl's built-in display.
• Navigate to the Configuration Preset section of the screen.
• Tap the Cog in the lower right corner.
• Tap Configuration Presets.
• Select your preset and Apply it. This overwrites any existing settings on the device with all the settings stored in the preset. The Pearl will warn you of this and you must acknowledge that you want to proceed.

Modify other CMS settings

ℹ️ Note

To modify the CMS integration settings, log in to your EchoVideo (Echo360) admin portal.