# 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](https://www.epiphan.com/edge/).

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.

> product: pearl-family · topic: configuration · source: pearl-family-common.md · updated: Oct 13, 2026