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ii
Thank you for choosing Epiphan!
At Epiphan Video (“Epiphan”), building reliable video systems with pro features that perform above your
expectations is our mission.
We value your feedback! Email us your suggestions and let us know how you think we're doing and where
you'd like to see our products improve: info@epiphan.com
Warranty
All Epiphan Systems products are provided with a 100% return to depot warranty for one year from the date
of purchase.
Technical support
Epiphan’s products are backed by our professional support team. You can reach our team several ways:
l Email support@epiphan.com
l Live chat from our support site https://www.epiphan.com/support/
l Phone toll free at 1-877-599-6581 or call +1-613-599-6581
Gather as much information about your problem as you can before you contact us so we can help you better,
including:
l A description of the problem
l Details about your video or audio source (type, connection, resolution, refresh rate, etc.)
l Product serial number
l Product firmware version (using the admin interface)
l Product LED lights
iii
What's new in release 4.7.1?
Firmware 4.7.1 is a maintenance release that includes an important stability fix for AFU for your Pearl-2 and
an important BIOS update.
What's fixed
AFU to SFTP server stability improvement
The stability of automatic file uploads (AFUs) to SFTP servers has been improved.
BIOS update to resume status after a power cycle
This BIOS update corrects the power cycle behavior of Pearl-2's purchased after August 2018 and older units
that were updated with the last BIOS update. With this BIOS update, Pearl-2 returns to same status that it was
in before an unexpected power loss. So if there's an unexpected power lose while Pearl-2 is recording (or
streaming), when power is restored, Pearl-2 resumes recording (or streaming).
iv
Table of contents
What's new in release 4.7.1?iv
Table of contentsv
Start here1
About this Guide1
What is Pearl-2?2
Feature add-ons3
Front and back view Pearl-24
What's in the Box?10
Quick start12
Live video mixing / switching17
Monitoring audio18
Selecting an audio source20
Connecting microphones to the XLR line level inputs22
Remote login access23
About remote login and control using AV Studio23
Enable or disable AV Studio remote login25
Pair a channel with AV Studio26
Control recording using AV Studio27
Configure channel encoding using AV Studio28
Access cloud versions of the Admin panel and Epiphan Live30
Specifications32
AV inputs32
Tech specs33
Optimum CPU performance36
User interfaces38
The touch screen39
About the touch screen39
The Channel view41
Record a channel using the touch screen43
Stream a channel using the touch screen44
Switching / mixing using the touch screen45
One Touch streaming and recording control47
Configure the touch screen54
The Admin panel62
About the Admin panel62
v
Connect to the Admin panel64
Connect using the Epiphan discovery utility66
Connect using a DNS-based service discovery67
Connect using persistent static IP address68
Switching / mixing using the Admin panel69
Epiphan Live71
About Epiphan Live71
The Dashboard interface72
Access Epiphan Live using a web browser or mobile device74
Access Epiphan Live from the Admin panel75
Stream, record, and monitor using the Dashboard interface76
Configure 802.1x network security and manage user certificates103
Manage CA and self-signed certificates105
Configure HTTPS106
Tether to a mobile network107
Configure date and time110
Audio input ports114
Configure audio ports for stereo or mono114
Assign audio sources to an input115
Adjust audio gain and delay116
Mute audio118
Video output ports121
About video output ports121
Video output port resolution122
Show a channel or video source on the output port123
vi
Preview the video output port125
Disable the video output port126
Disable or enable audio and output port volume127
Display and reposition the audio VU meter128
Rename a video output port129
Mirror the video output port display130
Feature add-ons132
4K feature add-on135
Set up Kaltura CMS integration137
Enable CMS and register with Kaltura137
Disable or deregister the device from Kaltura139
Change the resource name used for Kaltura140
Reassign a registered resource141
Configuration presets144
About configuration presets144
Configuration preset considerations146
Configuration groups151
The Factory default configuration preset152
Create a configuration preset153
Apply a configuration preset using the Admin panel154
Apply a configuration preset using the touch screen155
Export and import configuration presets157
Update a configuration preset159
Delete a configuration preset160
User administration161
User types and privileges161
Set or change user passwords165
Remove user passwords166
Overcome lost passwords167
Configure LDAP user authentication168
Change the logged-in user170
Restrict viewers by IP address170
IP restriction examples172
Status and monitoring175
PART 2: Capture188
What is a channel?189
Channel layout examples190
vii
About automatic channels Auto A and Auto B193
Channel configuration196
Configure auto channels197
Create a channel197
Add video sources or a channel as a source201
Add an audio source to a layout205
Duplicate a channel206
Rename a channel207
Delete a channel208
Preview channel209
Add or remove channel metadata212
Configure encoding213
Codecs and file format compatibility213
Configure video encoding215
Configure audio encoding220
Multi-encoding and channel as a source221
Custom layout configuration223
About the custom layout editor223
Resize and position items using percents or pixels227
Open the custom layout editor for a channel234
Add or edit a custom layout235
Rename a layout237
Delete, move, or duplicate a layout238
Set the background color240
Add an image to a layout241
Upload or remove an image using the Media page243
Add a text overlay245
Custom system variables for text overlays248
Crop a video source248
Configure chroma keying251
Performance considerations252
What is upstream chroma keying?252
What is downstream chroma keying?253
Set up chroma key for a green screen video source254
Add chroma key titler effects using Microsoft Powerpoint slides260
Add external titler software effects to Pearl-2265
Video and audio input sources272
About connecting video and audio sources272
viii
Tested RTSP-based IP cameras274
Supported web cameras276
Connect an RTSP source276
Connect an AV.io video grabber278
Preview a video source using the Admin Panel279
Rename an input port280
Configure a video input source281
DVI and HDMI signals282
USB signals284
RTSP sources287
Add a custom No Signal image287
PART 3: Stream289
What is streaming?290
Secure streaming using RTMPS290
Stream settings for video and slides291
View supported streaming formats292
Streaming a channel directly to viewers293
Stream content using HTTP, HTTPS or RTSP294
Stream content using HLS (HTTP/HTTPS)295
Directly share stream URLs with viewers296
View the live broadcast URL using a web browser297
View the streaming URL using a media player300
Restrict viewer access to channel streams301
Restrict viewers by IP address302
IP restriction examples304
Change HTTP and RTSP streaming port values306
Disable and enable direct channel streaming308
Streaming to a server309
Stream to a CDN310
Start and stop streaming to a CDN311
Set up a stream using RTMP or RTMPS push313
Set up a stream using RTSP announce315
Stream to a CDN using an XML profile316
Stream to Wowza Streaming Cloud318
Stream to Original Livestream321
Stream using multicast323
MPEG-TS streams using RTP/UDP push323
ix
MPEG-TS streams using UDP push325
Multicast streaming using RTP/UDP327
Viewing with Session Announcement Protocol (SAP)328
Stream to Kaltura CMS329
Set up a channel for a scheduled webcasting event329
Use RTMPS for a Kaltura webcasting event331
Stream to a media player or smart TV333
Stream using UPnP333
Enable UPnP334
Disable UPnP337
Viewing with UPnP338
Play directly to a media player340
Auto-restart playback to a UPnP device340
Change UPnP device name341
PART 4: Record342
About recording343
Record a channel344
Record using One Touch control346
Configure recording settings, file size and type347
Restart recording350
Recorders352
Add a recorder352
Select channels to record353
Start and stop a recorder354
Rename a recorder355
Duplicate a recorder356
Delete a recorder356
Record to Kaltura CMS358
About recording to Kaltura CMS358
Select channels for VOD event views361
Manually start/stop scheduled VOD events362
Manually start/stop an ad hoc event364
Manage recorded files367
View list of recorded files367
Download recorded files manually368
Join recorded files together369
Extract tracks from a recording370
Rename recorded files372
x
Delete recorded files372
FTP and automatic file transfers374
About Automatic File Upload (AFU)374
Choose files to include in AFU375
Enable AFU and set parameters377
Configure AFU to FTP server parameters380
Configure AFU to RSync server parameters381
Configure AFU to CIFS server parameters383
Configure AFU to SCP client parameters384
Configure AFU to SFTP server parameters386
Configure AFU to AWS S3 parameters389
Configure AFU to WebDav server parameters390
AFU or copy to USB392
AFU to a USB storage device392
Do a one-time copy/move all recordings to USB storage device393
Manually copy recordings to USB storage device395
View available USB storage space397
Safely eject USB storage device397
View the AFU log397
Manage the AFU queue398
Local FTP server401
PART 5: Maintenance405
Power down and system restart406
Backup your Pearl-2 setup408
Perform a factory reset409
Firmware upgrade410
Support415
Storage space maintenance419
Third party integration422
Controlling Pearl-2 using RS-232 / serial port423
Controlling Pearl-2 using HTTP/HTTPS commands429
Configuration keys for third party APIs435
xi
Troubleshooting448
Limitations and known issues460
Previous releases and features464
Software license466
xii
Pearl-2 User Guide Start here
Start here
Welcome, and thank you for buying Epiphan Pearl-2™, Pearl-2 Rackmount™ or Pearl-2 Rackmount Twin™.
You'll find information on how to set up and use all three models in this user guide. Whenyou see the name
Pearl-2 used in this guide, it means that the content applies to all three models. Differences are explicitly called
out. For a product description, see What is Pearl-2?.
See the Quick start for basic steps to get a single video source (and optional audio) set up so you can stream
and record some output right away. The rest of the guide shows you how to tweak the system exactly how
you want it so you can take advantage of the many advanced features.
About this Guide
After the introductory section and quick start, the next chapter describes the main user interfaces that are
used to operate and configure Pearl-2. You'll find everything that you need to successfully access and use
these interfaces:
l Touch screen
l Admin Panel
l Epiphan Live
The rest of the user guide covers setting up and operating your system for a successful video switching,
recording, and live streaming experience. The chapters are organized in to these five categories: Setup,
Capture, Stream, Record and Maintenance.
1
Pearl-2 User Guide What is Pearl-2?
This guide assumes that all feature add-ons for Pearl-2 are activated. If a documented feature or task is only
available when a specific feature add-on is activated, it is indicated by a link to the activation page for that
feature add-on. For the 4K add-on, the link is 4K .
What is Pearl-2?
Pearl-2 is a versatile live video production device that's a video encoder, video streamer, live switcher, and
video recorder all in one. Pearl-2 comes in three models.
Pearl-2
A small, silent, portable
system that comes with a
hard-shell carry case.
With Pearl-2, you can capture, record, and stream from computer monitors, radar displays, or almost anything
that outputs to SDI, HDMI™, USB, HDMI 4K4K or DVI-I(single link). Capture audio from XLR, RCA,, USB, SDI
or HDMI sources.
Simultaneously capture up to six full HD video sources or up to four 4K sources if you have the 4K feature
add on installed. You can create up to five simultaneous channels for live switching, or a single 4K channel.
Have separate ISOs or create custom layouts with multiple video sources and picture in picture. You can do all
that with Pearl-2.
Easily watch live streams using your favorite web browser or media player on mobile devices and computers
connected to the same private network as Pearl-2 or using Content Distribution Networks (CDNs). Recorded
files can be downloaded via FTPor set to automatically upload via FTP, RSYNC, or CIFS and can be integrated
into your Content Management System (CMS). Pearl-2 is also fully integrated with Kaltura CMS and can be
registered as a video encoder resource for easy lecture capture.
A 2U rackmount system with all the
Pearl-2, but designed for installation
Pearl-2 Rackmount
same functionality as the portable
and operation in a rack.
Pearl-2 Rackmount Twin
A high density 2U rack mount
variation that contains two complete
(and independent) Pearl-2 systems.
Network security compliance with 802.1x protocols, passwords, and certificate authentication means an
easier setup for IT friendly live streaming over enterprise networks. HTTPS enabled for secure administration
and control over the LAN, and RTMPS support for secure, encrypted live streaming.
2
Pearl-2 User Guide Feature add-ons
Pearl-2 does not capture from HDCP encrypted sources.
Feature add-ons
Pearl-2 offers add-on features so you can do even more with your system. Start from the base model of Pearl2 and add feature add-ons for extra functionality.
See Add-ons overview for details about the availability of add-ons for your system, as well as instructions to
purchase and install add-ons.
Where you see this symbol 4K in the guide, that means the feature or function applies only if you
have activated the 4K feature add-on.
3
Pearl-2 User Guide Front and back view Pearl-2
Front and back view Pearl-2
Table 1 Pearl-2 front panel descriptions
Label NameDescription
Touch screen front panel
display
USB 3.0 port
3.5 mm audio jack
Power button
Used for confidence monitoring and simple configuration, obtaining
system information, and starting/stopping recordings and streams.
For connection of external hard drives, flash drives or control
interfaces, see AFU or copy to USB. Web cameras cannot be
connected to this port, only the ports on the rear.
For audio confidence monitoring. Plays the audio for the currently
visible channel.
Press once to power on. Double-press to initiate a graceful system
shutdown.
4
Pearl-2 User Guide Front and back view Pearl-2
Table 2 Pearl-2 back panel descriptions
Label NameDescription
The four XLR ports can function as two, professional line level
left/right stereo pairs (XLR A pair and XLR B pair) or as four mono
XLR audio in
HDMIin
12G SDI in
RCA audio in
RS-232 portFor connection to a control computer terminal.
HDMIoutput ports
inputs, see AV inputs.
The XLR ports are professional line-level inputs and are calibrated for
+ 4.0 dBu signals.
Four HDMI 1.4 ports that connect HDMI and DVIsignals to Pearl-2.
The first two ports allow for any signal up to full HD, and the second
two inputs allow for any input resolution up to 4K4K .
Connects SDIsignals toPearl-2, including 3G-SDI; 6G-SDI; 12G-SDI;
4K-SDI; HD-SDI; SD-SDI
The RCA ports are consumer line level, left/right stereo pair and are
calibrated for - 10 dBV signals.
HDMIoutput for connection to a display or projector (up to 4K1). Port
1 is HDMI 2.0, and Port 2 is HDMI 1.4, see Video output ports.
USB3.0 ports
For connection of external hard drives, flash drives, USB webcameras,
USB microphones or control interfaces, see AFU or copy to USB.
5
Pearl-2 User Guide Front and back view Pearl-2
Label NameDescription
RJ-45 Ethernet
Power jackPlug the supplied 120/240 V AC power cable in here.
1
Requires 4K feature add on
The SDI ports on the back of Pearl-2 can be delicate. Be careful to avoid sharp impacts or pressure
such as balancing the system on its back with the SDI ports against a hard surface. Rough
treatment of the SDI ports could result in loss of functionality for that port.
Auto-sensing gigabit Ethernet 10/100/1000 Base-T network port. See
Configure network settings for setup instructions.
6
Pearl-2 User Guide Front and back view Pearl-2
Pearl-2 Rackmount and Pearl-2 Rackmount Twin
Pearl-2 Rackmount Twin consists of two completely independent Pearl-2 systems, each with identical sets of
controls and ports.
Table 3 Pearl-2 Rackmount front panel descriptions
Label NameDescription
Touch screen front panel
display
USB3.0 port
3.5 mm audio jack
Used for confidence monitoring and simple configuration, obtaining
system information, and starting/stopping recordings and streams.
Two other USB ports are located on the back. See Record for
information about recording to USBdrives. Web cameras cannot be
connected to this port, only the ports on the rear.
For audio confidence monitoring. Plays the audio for the currently
visible channel.
7
Pearl-2 User Guide Front and back view Pearl-2
Label NameDescription
Power button and LED
Press once to power on. Double-press to initiate a graceful system
shutdown.
Pearl-2 Rackmount Twin consists of two completely independent Pearl-2 systems, each with identical sets of
controls and ports.
8
Pearl-2 User Guide Front and back view Pearl-2
Table 4 Pearl-2 Rackmount and Pearl-2 Rackmount Twin back panel descriptions
Label NameDescription
Power jackPlug the power supply in here. Always use the provided power supply.
HDMIinConnect HDMI and DVIsignals.
4KHDMIinConnect up to 4K1 HDMI signals.
SDI inConnect SDIsignals.
The four XLR ports can function as two, professional line level
left/right stereo pairs (XLR A pair and XLR B pair) or as four mono
XLRaudio in
inputs, see AV inputs.
The XLR ports are professional line-level inputs and are calibrated for
+ 4.0 dBu signals.
RCA audio in
HDMIOutFor displaying a source or channel on an external display (up to 4K1).
USB3.0 ports
RJ-45 Ethernet
1
Requires 4K feature add on
The SDI ports on the back of Pearl-2 can be delicate. Be careful to avoid sharp impacts or pressure
such as balancing the system on its back with the SDI ports against a hard surface. Rough
treatment of the SDI ports could result in loss of functionality for that port.
The RCA ports are consumer line level, left/right stereo pair and are
calibrated for - 10 dBV signals.
For connection of external hard drives, flash drives, USB webcameras,
USB microphones or control interfaces. See Record for recording to a
USBdrive.
Auto-sensing gigabit Ethernet 10/100/1000 Base-T network port. See
Configure network settings for setup instructions.
9
Pearl-2 User Guide What's in the Box?
What's in the Box?
Pearl-2
The standalone Pearl-2 model is shipped in a hard shell case that you can re-use for storing or moving the
system between jobs.Cable storage is located under the custom foam tray that holds Pearl-2 in the case.
Pearl-2 Rackmount
Pearl-2 Rackmount Twin
Inside the box with yourPearl-2 system, you'll find the power cable and the following items. Pearl-2
Rackmount Twin comes with two sets of cables:
1. One SDIcable (3 feet / 1 meter in length)
2. One HDMI cable (3 feet / 1 meter in length)
3. One HDMI to DVI adapter
4. One Ethernet cable
5. One region-specific power supply cable (6 feet / 1.8 meters in length)
10
Pearl-2 User Guide What's in the Box?
Table 5 Cables (power cable not shown)
ImageNameDescription
SDIcable
HDMI cable
DVI (female) to
HDMI(male)
adapter
Connect SDI sources to the SDI ports
(12G-SDI capable).
Connect HDMI or DVI(using adapter)
sources to the HDMI ports.
Connect DVI sources to the HDMI port.
RJ-45 Ethernet
cable
Connect Pearl-2 to your network.
11
Pearl-2 User Guide Quick start
Quick start
This quick start uses the default settings where possible so you can quickly start using your Pearl-2. The
instructions apply to all Pearl-2 models; however, rackmount installation is not included here, see Rackmount
installation.
For the Pearl-2 Rackmount Twin , you cannot plug a source into one system and use it from the
other.
Before you start, make sure you have:
l A video source such as a camera or a computer and cables to connect them to Pearl-2. For HDMI, the
source must not be HDCPprotected.
l An audio source coming from either your SDI , USB videoorHDMI video source (must not be
encrypted). Optionally, audio from a different source, such as an audio mixer that you connect to the
audio input ports can be used.
l Local area network that uses Dynamic Host Configuration Protocol (DHCP) is preferable.
l Computer with a web browser connected to the same network. We'll call it the “admin” computer.
Starting up!
Pearl-2 is pre-configured with two plug and play channels: Auto A and Auto B. Auto channels are used for this
quick start. They have automatic video sensing, which detects the video signal you connect to the video input
ports on Pearl-2.
The first video source you connect while Pearl-2 is powered on is automatically assigned to the Auto channel
(either Auto A or Auto B, depending in which row you connect the video source). For example, when you first
start Pearl-2, the video sources you connect to the HDMI-A and HDMI-B input ports appear automatically in
Auto A and Auto B channels (respectively). If no video source is connected, a standard No Signal screen
displays.
With auto channels, audio from the connected SDI,HDMI, or USB video source is automatically applied to the
channel without needing any additional configuration. For SDIorHDMI audio, just make sure it's
unencrypted.
The Auto channel's frame size is set to match the video source by default and the best bit rate for the default
frame rate of 30 fps is applied automatically.
For details about Auto channel defaults, behavior, and audio source priorities, see About automatic channels
Auto A and Auto B.
To get started quickly with auto channels:
12
Pearl-2 User Guide Quick start
1. Turn on your camera or video source and connect the output to one of the video input ports labeled
"A" on the back panel of Pearl-2.
2. (Optional) Connect a second video source to one of the video input ports labeled "B".
3. (Optional) Connect audio to the XLR left/right stereo pair audio input ports on the back of Pearl-2 or to
the RCA stereo pair audio input ports.
4. Connect the Ethernet cable to Pearl-2 and to your network.
5. Connect the power cable and plug it into a power source.
6. Press the power button on the front panel to turn on the system. Wait for the power-up cycle to
complete.
The Grid view showing both channels appears on the touch screen. The video source you connected to
the "A" row appears in the Auto A channel, and the video source connected to the "B" row appears in
the Auto B channel.
7. Use the touch screen on Pearl-2 for confidence monitoring. To display the single Channel view, simply
tap on one of the channels that you see in the Grid view. From the Channel view, you can do things like
stop and start recording for the
8. (Optional) Plug headphones or speakers into the 3.5 mm stereo audio jack on the front ofPearl-2 to
monitor the audio.
My network IP address and channel monitoring
You can get the network IP address of your Pearl-2 from the touch screen so that you can do things like view
the channels using a web browser or access the configuration Admin panel. Just make sure that your admin
computer is connected to the same network as Pearl-2.
1. To find the system’s IP address using the touch screentap the gear icon in the bottom right corner of
the screen and select System Status.
13
Pearl-2 User Guide Quick start
2. Using a browser on the admin computer, go to one of the following URLs to preview the channel.
For Auto A:http://<IP Address for Pearl-2>/preview.cgi?channel=1
For Auto B: http://<IP Address for Pearl-2>/preview.cgi?channel=2
For example:http://192.1.10.100/preview.cgi?channel=2
3. (Optional) Open a new tab in your browser and enter the URL to login to the Admin panel.
http://<IP Address for Pearl-2>/admin
For example:http://192.1.10.100/admin
The default user name admin has no password set by default. If a password has been set, consult with your
system administrator for the login credentials, see What is streaming?
14
Pearl-2 User Guide Quick start
Record the channel
The channel is set up and streaming. This may be all you need, but if you like, you can also record the stream.
You can choose to initiate and control channel recording from either the touch screen or the Admin panel.
To control recording from the touch screen:
1. From the Grid view, tap the channel you want to record. The Channel view appears.
2. Tap the red dot to start recording. The record timer starts and continues for as long as the system is
recording. Tap the red dot again to stop recording. If the control icons aren't visible, tap the screen
once.
To control recording using the Admin panel:
1. From the Channels menu in the Admin panel, click Recording for your channel. The Recording page
opens.
2. Click Start to start recording the channel and click Stop to stop recording.
15
Pearl-2 User Guide Quick start
3. Refresh the page. Click Recording again in the Channels menu or reload the browser page. The page
reloads and a file list appears that shows your newly recorded content.
4. Click the file name to download and view your recording.
What’s Next?
Now that you have a source setup and are ready to stream, you can fine-tune the system to your exact
requirements. Take a look at topics such as:
l Live video mixing / switching
l Selecting an audio source
l Video output ports
l FTP and automatic file transfers
l Custom layout configuration
l What is streaming?
For higher security, we recommend setting admin, operator and viewer-level passwords on Pearl2, see Set or change user passwords.
When you're done setting up your Pearl-2, make sure to back up the system configuration using the
procedure described in:Create a configuration preset
l Create a configuration preset
16
Pearl-2 User Guide Live video mixing / switching
Live video mixing / switching
Create dynamic content for your viewers to watch while you record and stream your program using Pearl-2.
Using the custom layout editor, you can create different layouts, like picture in picture or side-by-side views of
a camera and slides, then easily switch between layouts with either a tap on the touch screen, using Epiphan
Live on a mobile device, or from the Admin panel.
Your program stream with switched layouts could look like this:
To create a program channel with custom layouts using the custom layout editor that you can switch, see
What is a channel?
For instructions on how to live switch, see:
l Switching / mixing using the touch screen
l Switching / mixing using Epiphan Live
l Switching / mixing using the Admin panel
17
Pearl-2 User Guide Monitoring audio
Monitoring audio
Pearl-2's front panel includes a 3.5 mm audio jack for monitoring audio. You can plug external speakers or
headphones into the 3.5 mm audio jack. To monitor the audio for a channel, just select the channel using the
touch screen. The audio you hear depends on which layout is currently live because different layouts can have
different audio sources configured.
Adjust the volume
Tap the headphones icon on the touch screen to adjust the volume. Each tap increases the volume by 25% to
a maximum volume of 100%. Tapping the headphones icon when the volume is at 100% mutes the volume.
You can also long press the headphones icon to mute and unmute the volume.
Volume is muted.
25%
volume.
50%
volume.
75%
volume.
100%
volume.
At 75% volume, what you hear corresponds to the nominal audio level in the VU meter at approximately
where the green bars change to yellow. Increasing the volume to 100% may cause you to hear distortion that
is not actually present in the audio signal being recorded and streamed.
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