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Chapter 1 CONTENTS

CHAPTER 1 ABOUT THIS MANUAL 3

CHAPTER 2 INTRODUCTION 5

SECTION 2.1 MEET THE FAMILY 5

SECTION 2.2 OVERVIEW 5

SECTION 2.3 STARTUP SCREEN 6

SECTION 2.4 LIVE DESKTOP 7

SECTION 2.5 FEATURES 8

2.5.1 Physical 8

2.5.2 Multi-Tier Failsafe 8

2.5.3 A/V Input and Output 9

2.5.4 Alpha Channel I/O 10

2.5.5 Timecode 10

2.5.6 Monitoring 11

2.5.7 Video Processing 11

2.5.8 The Switcher 12

2.5.9 M/Es 14

2.5.10 Virtual Sets 15

2.5.11 Record and Stream 15

2.5.12 Media Publishing 16

2.5.13 Macros 16

2.5.14 Hotspots, Triggers and Trackers 16

2.5.15 Import and Export 17

2.5.16 Audio Mixer 17

2.5.17 Audio Remote Control 18

2.5.18 Integrated Media Players 18

2.5.19 Buffers 19

2.5.20 Titles and Graphics 20

2.5.21 Edit 20

2.5.22 Optional Control Surfaces 20

CHAPTER 3 SETTING UP 21

SECTION 3.1 COMMAND AND CONTROL 21

SECTION 3.2 ACTIVATING & AUTHORIZING WINDOWS® 22

SECTION 3.3 LICENSE AND REGISTRATION 23

3.3.1 Online Registration 24

3.3.2 Registering by Telephone 24

SECTION 3.4 RACK MOUNTING TRICASTER 25

SECTION 3.5 INPUT CONNECTIONS 26

3.5.1 Connect A/V Sources 26

3.5.2 Connecting a Video Router 29

SECTION 3.6 GENLOCK CONNECTION 30

SECTION 3.7 TIMECODE CONNECTION 31

SECTION 3.8 OUTPUT CONNECTIONS 31

3.8.1 A/V Output 31

3.8.2 HD and SD 32

3.8.3 Supplemental Video Outputs 34

SECTION 3.9 TALLY LIGHTS 35

3.9.1 Connection Details 35

SECTION 3.10 STARTING A SESSION 36

SECTION 3.11 CONFIGURE VIDEO OUTPUT 38

3.11.1 Channel Options 40

SECTION 3.12 CONFIGURE VIDEO INPUTS 42

3.12.1 Configure a Video Router Input 43

SECTION 3.13 CONFIGURE AUDIO 43

SECTION 3.14 CONFIGURE GENLOCK 46

SECTION 3.15 CONFIGURE TIMECODE 48

SECTION 3.16 NETWORKING 48

CHAPTER 4 LIVE PRODUCTION WALKTHROUGH 49

SECTION 4.1 CREATING A SESSION 49

SECTION 4.2 IMPORTING CONTENT 50

SECTION 4.3 CONFIGURING SHARE ACCOUNTS 51

SECTION 4.4 MONITORING 53

4.4.1 Program and Preview 53

4.4.2 WorkspaceS 54

4.4.3 Scopes 57

SECTION 4.5 AUDIO MIXER 58

4.5.1 Mute, Mono and Balance 58

4.5.2 Pan 59

4.5.3 Talk 61

4.5.4 Follow 61

SECTION 4.6 NETWORK SOURCES 63

4.6.1 iVGA Clients 63

4.6.2 Apple AirPlay® 64

4.6.3 LiveText™ 65

SECTION 4.7 LIVE SWITCHING 65

4.7.1 Switcher Rows 65

4.7.2 Transitions 69

SECTION 4.8 RECORD AND GRAB 75

4.8.1 Record 76

4.8.2 Grab 77

SECTION 4.9 MEDIA PLAYERS 79

4.9.1 The DDRs 79

4.9.2 Graphics Players 84

SECTION 4.10 LIVEMATTE & M/ES 88

SECTION 4.11 MORE ABOUT M/ES 92

4.11.1 Composing M/E Layers 92

4.11.2 Adding an Upstream Overlay 94

4.11.3 LiveSet™ 96

SECTION 4.12 BUFFERS 98

SECTION 4.13 STREAMING 100

4.13.1 Streaming Configuration 100

4.13.2 Simple Pull Streaming 101

4.13.3 Push and RTMP Streaming 103

4.13.4 Capturing the Stream 103

CHAPTER 5 THE STARTUP SCREEN 107

SECTION 5.1 INTRODUCTION TO SESSIONS 108

SECTION 5.2 THE HOME PAGE 110

5.2.1 New (Session) 111

5.2.2 Open (Session) 113

5.2.3 Shutdown 115

5.2.4 Help 119

5.2.5 Add-Ons 119

SECTION 5.3 THE SESSION PAGE 120

5.3.1 Live 121

5.3.2 Graphics 121

5.3.3 Manage 123

CHAPTER 6 LIVE DESKTOP: OVERVIEW 131

SECTION 6.1 DISPLAY REQUIREMENTS 131

SECTION 6.2 OVERVIEW 132

SECTION 6.3 STANDARD CONTROLS 133

SECTION 6.4 CUSTOMIZING THE LIVE DESKTOP 134

6.4.1 Rename Input 134

6.4.2 Workspaces and Min/Maximize 134

CHAPTER 7 THE DASHBOARD 137

SECTION 7.1 FILE MENU 138

SECTION 7.2 OPTIONS MENU 138

SECTION 7.3 HELP 140

SECTION 7.4 INFORMATION PANEL 140

CHAPTER 8 I/O CONFIGURATION 143

SECTION 8.1 OUTPUT CONFIGURATION 143

8.1.1 Output Tab 144

8.1.2 Genlock & Failsafe 150

8.1.3 Center Frequency 153

8.1.4 Failsafe 153

SECTION 8.2 INPUT CONFIGURATION 154

8.2.1 Connection Type 154

8.2.2 Act as Alpha 158

8.2.3 Frame Sync 158

8.2.4 Proc Amp 159

8.2.5 Edges 161

8.2.6 LiveMatte 162

8.2.7 HotSpots 163

8.2.8 Tracker 163

8.2.9 PTZ 166

SECTION 8.3 NETWORK INPUTS 167

SECTION 8.4 TIMECODE CONFIGURATION 168

8.4.1 Subtract 12 Hours 168

8.4.2 Event Time 169

8.4.3 LTC Timecode 169

CHAPTER 9 SWITCHER, TRANSITIONS AND OVERLAY 171

SECTION 9.1 SWITCHER ROWS 171

9.1.1 Program and Preview 172

SECTION 9.2 BACKGROUND AND DSK LAYERS 172

9.2.1 Selecting Sources 173

9.2.2 Linking Switcher Rows 174

SECTION 9.3 TRANSITIONS 174

9.3.1 DSK Controls 175

9.3.2 Main Controls 180

SECTION 9.4 SWITCHER MEM SLOTS 184

CHAPTER 10 MONITORING YOUR VIDEO 185

SECTION 10.1 INTERFACE AND MULTIVIEW 185

10.1.1 Workspace Presets 186

10.1.2 Viewport Tools 188

SECTION 10.2 PROGRAM MONITOR 189

SECTION 10.3 LOOK AHEAD PREVIEW 190

SECTION 10.4 SCOPES 192

10.4.1 Clocks 193

10.4.2 Custom Image 193

CHAPTER 11 MEDIA PLAYERS & BUFFERS 195

SECTION 11.1 SPECIALIZED MEDIA PLAYERS 195

SECTION 11.2 SHARED FEATURES 196

11.2.1 Playlists 196

11.2.2 Media Browser 201

11.2.3 Player Controls 204

11.2.4 MEM Slots 206

11.2.5 Network Sharing 207

SECTION 11.3 EDITING TITLE PAGES 208

SECTION 11.4 BUFFERS 211

11.4.1 Buffer Types 212

11.4.2 Selecting Content 213

11.4.3 Buffers Menu 215

11.4.4 Animation Features 215

11.4.5 Sharing Buffers 216

11.4.6 Watch Folders 217

11.4.7 Using Buffers 217

11.4.8 Keying, Proc Amps and More 218

11.4.9 Editing titles 218

CHAPTER 12 PTZ CONTROL 219

SECTION 12.1 THE PTZ TAB 219

12.1.1 The Camera Bin 220

12.1.2 PTZ Presets 220

12.1.3 Configuring Presets 221

12.1.4 PTZ and the Control Surface 222

CHAPTER 13 LIVEMATTE 223

SECTION 13.1 CHROMAKEYING 224

SECTION 13.2 MATTE 224

13.2.1 Color 225

13.2.2 Tolerance 225

13.2.3 Smoothness 226

13.2.4 Luma Limit 226

SECTION 13.3 SPILL SUPPRESSION 227

SECTION 13.4 COMPOSITING 227

SECTION 13.5 FINE TUNING 227

SECTION 13.6 PRACTICAL STAGING FOR LIVEMATTE 228

13.6.1 Lighting 228

13.6.2 Connection Considerations 229

CHAPTER 14 MIX/EFFECT (M/E) TOOLS 231

SECTION 14.1 OVERVIEW 231

SECTION 14.2 M/E MODES 232

14.2.1 Mix Mode 233

14.2.2 Effect Mode 233

14.2.3 input Position Controls 234

14.2.4 Default Effects 234

14.2.5 Virtual Sets 241

14.2.6 Holographic LiveSets 245

SECTION 14.3 KEY CHANNELS 247

CHAPTER 15 AUDIO 249

15.1.1 Audio Specifications 250

SECTION 15.2 HEADPHONES 250

SECTION 15.3 VU METER CALIBRATION 250

SECTION 15.4 EXTERNAL SOURCES 251

15.4.1 Connection Type 251

SECTION 15.5 COMMON CONTROLS 252

15.5.1 Mute 253

15.5.2 Lock 253

15.5.3 Talk (Talk Over) 253

15.5.4 Solo 254

SECTION 15.6 INTERNAL SOURCES 255

15.6.1 Net 1 and Net 2 255

15.6.2 Media Players 255

15.6.3 Effects (Transitions) 255

SECTION 15.7 ADVANCED CONFIGURATION 256

15.7.1 Audio Delay 256

15.7.2 Follow 257

15.7.3 Pan 257

15.7.4 Routing 258

15.7.5 Processing 262

SECTION 15.8 OUTPUT AND PRIMARY BUS CONTROLS 265

15.8.1 Headroom Notes 266

15.8.2 Record 266

15.8.3 Stream 267

SECTION 15.9 MEM SLOT BINS 267

CHAPTER 16 NETWORK INPUTS 269

SECTION 16.1 IVGA 270

16.1.1 iVGA for OS X 270

16.1.2 iVGA PRO (Windows) 272

16.1.3 Taskbar Icon Menu 277

16.1.4 Hotkeys 278

SECTION 16.2 AIRPLAY 278

SECTION 16.3 LIVETEXT 279

SECTION 16.4 3PLAY™ 280

SECTION 16.5 NETWORK VIDEO 280

CHAPTER 17 MACROS, AUTOMATION AND REMOTE CONTROL 283

SECTION 17.1 SYSTEM MACROS 284

SECTION 17.2 RECORDING MACROS 285

SECTION 17.3 MANAGING MACROS 286

17.3.1 Assigning Shortcuts 286

17.3.2 The Context Menu 287

SECTION 17.4 MACROS AND HOTSPOTS 288

SECTION 17.5 EDIT A MACRO 290

SECTION 17.6 AIRSEND™ CONTROL 291

17.6.1 DEFAULT AIRSEND COMMANDS 292

17.6.2 AirSend™ and Your Control surface 296

SECTION 17.7 REMOTE CONTROL 296

17.7.1 ‘Twinning’ TriCasters 296

CHAPTER 18 STREAMING 299

SECTION 18.1 OVERVIEW 300

18.1.1 Compact View 301

SECTION 18.2 WEB BROWSER 301

SECTION 18.3 CONNECTION OPTIONS 301

18.3.1 RTMP 302

18.3.2 Windows Media Pull 304

18.3.3 Windows Media Push 305

18.3.4 Browser Based 306

SECTION 18.4 AUDIO LEVEL 307

SECTION 18.5 CAPTURING THE STREAM 307

SECTION 18.6 STREAMING STRATEGIES 307

18.6.1 On Demand or Live Streaming? 308

18.6.2 Streaming Protocols 310

18.6.3 Streaming Media Providers 313

18.6.4 Other Resources 313

SECTION 18.7 PRODUCTION AND CAPTURE CONSIDERATIONS 314

SECTION 18.8 DIAGNOSTICS AND TROUBLESHOOTING 315

18.8.1 Testing your stream 315

18.8.2 Is it Really a TriCaster Issue? 323

CHAPTER 19 PUBLISH 325

SECTION 19.1 OVERVIEW 325

SECTION 19.2 ACCOUNT CONFIGURATION 325

19.2.1 Social Media Sites 326

19.2.2 File Copy and FTP 326

19.2.3 Compression 327

19.2.4 Watermarking 327

SECTION 19.3 THE PUBLISH QUEUE 327

19.3.1 Managing the Queue 330

19.3.2 Choosing Destinations 330

19.3.3 More ‘Add to Queue’ Methods 331

CHAPTER 20 RECORD AND GRAB 333

SECTION 20.1 RECORD 333

SECTION 20.2 ISOCORDER™ 333

20.2.1 Record Configuration 334

SECTION 20.3 GRAB 341

CHAPTER 21 LIVETEXT™ AND SPEEDEDIT™ 343

SECTION 21.1 LIVETEXT 343

21.1.1 Sessions, Projects and Display 343

21.1.2 Files/Filebin 344

21.1.3 Naming Stand-in Images 345

SECTION 21.2 SPEEDEDIT 345

21.2.1 Sessions, Projects and Display 346

21.2.2 IEEE1394 I/O Output 346

21.2.3 SpeedEDIT Desktop 346

CHAPTER 22 CONTROL SURFACES 351

SECTION 22.1 SOMETHING FOR EVERYONE 351

22.1.1 Primary Control 351

22.1.2 Instant Replay 352

SECTION 22.2 CONNECTIONS & POWER 352

22.2.1 Power Considerations 353

SECTION 22.3 TRICASTER™ 8000 CS 353

22.3.1 Overview 354

22.3.2 Delegates and Synchronization 354

22.3.3 MAIN TRANSITION Group 356

22.3.4 M/E Controls 359

22.3.5 POSITIONER Group 362

22.3.6 MEDIA PLAYERS Group 365

22.3.7 Record Group 367

22.3.8 Special Buttons 367

22.3.9 MACRO 367

22.3.10 T-Bar Illumination 368

22.3.11 M/E TRANSITION – Lighting 368

22.3.12 MAIN TRANSITION 369

22.3.13 PTZ Control 369

22.3.14 AirSend™ Control 370

SECTION 22.4 TRICASTER™ 460 CS & 860 CS 371

22.4.1 Overview 372

22.4.2 Special Buttons 373

22.4.3 Delegates and Synchronization 373

22.4.4 Switcher Controls 374

22.4.5 Transition Group 376

22.4.6 M/E Group 379

22.4.7 Positioner Group 382

22.4.8 Media Player Group 386

22.4.9 Record Group 387

22.4.10 PTZ Control 387

22.4.11 AirSend™ Control 388

SECTION 22.5 TRICASTER™ 40 CS & TRICASTER MINI CS 390

22.5.1 Delegates and Synchronization 390

22.5.2 Switcher Delegates 391

22.5.3 SHIFT & ALT 392

22.5.4 Transitions 394

SECTION 22.6 TIMEWARP™ 396

22.6.1 22.5.1 CONFIGURING TRICASTER 396

22.6.2 Overview 397

22.6.3 DDR Delegate 399

22.6.4 Edit group 400

22.6.5 Play Speed 400

22.6.6 Marking Group 401

22.6.7 ALT and Qualifiers 403

22.6.8 Record toggle 404

22.6.9 DDR options 404

22.6.10 Preset (DDR Playlist) 405

22.6.11 Transport (Clip controls) 405

22.6.12 Tips and Tricks 406

SECTION 22.7 AVID® ARTIST MIX 407

22.7.1 Installing AVID® Artist Mix Software 408

22.7.2 Connecting Artist Mix 408

22.7.3 Getting started 409

22.7.4 Panel Layout 410

22.7.5 NUDGE 411

22.7.6 BANK 411

22.7.7 Level Control 412

22.7.8 Knob Set Selectors 412

22.7.9 Pan Control 413

22.7.10 Talk 414

22.7.11 Solo & Mute 414

22.7.12 Follow 414

22.7.13 EQ Control 415

22.7.14 Compressor/Limiter 416

22.7.15 CHAN Mode 416

22.7.16 FLIP Mode 417

22.7.17 INSERT 418

22.7.18 Locking Channels 418

22.7.19 Audio Presets 419

SECTION 22.8 MIDI CONTROL 420

SECTION 22.9 GPI CONTROLLERS 421

A HOW DO I … (?) 425

A.1 CONNECTIONS 428

A.1.1 Connect cameras? 428

A.1.2 Connect fill + alpha sources? 428

A.1.3 Configure alpha matte output? 429

A.1.4 Color correct mismatched cameras? 429

A.1.5 Connect monitors? 430

A.1.6 Connect a supported external control surface? 432

A.1.7 Mirror control operations to another TriCaster? 432

A.1.8 Insert/Remove a Drive From TriCaster’s Removable Drive Bay 433

A.1.9 Connect An External Hard Drive? 434

A.1.10 Eject A Hard Drive? 434

A.1.11 Connect tally lights? 434

A.1.12 Connect to a network? 435

A.1.13 Locate a specific TriCaster on my network? 435

A.1.14 Resolve iVGA PRO Quirks 435

ADDITIONAL NOTES 435

A.1.15 Connect to an AirPlay® Source? 436

A.1.16 Enable Termination for video inputs? 439

A.1.17 Configure Wirecast® to receive TriCaster’s Network output? 439

A.2 SESSIONS 440

A.2.1 Start an SD Session? 441

A.2.2 Start an HD Session? 441

A.2.3 Work on a Stored Session? 442

A.2.4 Backup a Session? 442

A.2.5 Restore a Session? 442

A.2.6 Delete a Session (and its Content)? 443

A.2.7 Manage Selected Content inside a Session? 443

A.2.8 Rename a Session? 443

A.2.9 Duplicate a session? 443

A.3 LIVE PRODUCTION 444

A.3.1 Make Custom Transitions and LiveSets? 444

A.3.2 Restore the Default LiveSet? 444

A.3.3 Set up the ‘Nightly Show A’ LiveSet? 444

A.3.4 Set up the ‘Night Beat 3D’ LiveSet? 446

A.3.1 Set up the ‘Metropolis A’ LiveSet? 447

A.3.2 Initiate Streaming? 449

A.3.3 Find my Captured Stream file? 449

A.3.4 Record my Program? 450

A.3.5 Find my Recorded Program File? 450

A.3.6 Change Playback Speed for Clips in the DDR (Media Player)? 450

A.3.7 Deal With DDR (Media Player) Clips That Seem Blurry? 451

A.3.8 Get Stubborn Clips to Play in the DDR? 451

A.3.9 Change Colors for an Entire Title Playlist at Once? 453

A.3.10 Get Live Title Pages (.cgxml) to Respect All LiveText Font Attributes? 454

A.3.11 Prepare a Matched Group of M/Es? 454

A.3.12 Improve the Quality of Multiview Output? 455

A.4 FILES 455

A.4.1 Manage Files? 455

A.4.2 Import Media Files? 455

A.4.3 Avoid Delays When Session Media is Offline? 456

A.4.4 Share Files On YouTube®? 456

A.4.5 Prepare Clips with Embedded Alpha Channel? 457

A.4.6 Add an External File Location to the File Browser? 457

A.4.7 Remove a Location From the File Browser? 458

A.4.8 Export files to an External Drive? 458

A.4.9 Import/Export Files Larger Than 4 Gigabytes? 458

A.4.10 Repair damaged recordings? 458

A.4.11 Avoid the Error “…copy this file without its properties?” 459

A.4.12 Free up Space by Deleting the Demo Clips? 459

A.5 SOFTWARE, MAINTENANCE AND UPDATES 459

A.5.1 Improve Performance? 459

A.5.2 Resolve Serious Instability or Dropped frames? 460

A.5.3 Update TriCaster? 460

A.5.4 Update the Flash® and/or Windows Media Encoder®? 460

A.5.5 Install Virus Protection? 461

A.5.6 Install My Favorite Software (or Codec)? 461

A.5.7 Create a ‘User Backup’ Drive 462

A.5.8 Restore TriCaster Software 462

A.6 REGISTRATION AND TECH SUPPORT 465

A.6.1 Register TriCaster? 465

A.6.2 Contact Customer Support? 465

A.6.3 Find TriCaster’s Hardware/Firmware Revision Numbers? 466

A.7 MISCELLANEOUS 466

A.7.1 Access System Administration Features? 466

A.7.2 Return to TriCaster from Administrator Mode 466

A.7.3 Add A Custom Streaming Profile to the Configure Stream Connection Panel? 466

A.8 MORE QUESTIONS AND ANSWERS 470

A.8.1 Can I do anything to improve latency/audio sync? 470

A.8.2 Why is my power supply beeping? 470

A.8.3 Why Do Some Thumbnail Icons Look Wrong? 471

B PERFORMANCE CONSIDERATIONS 473

B.1 TESTING, ONE TWO … 473

B.2 IVGA™ AND PERFORMANCE 473

B.3 IMAG AND LATENCY 474

B.3.1 Relativity and the Speed of Light 474

B.3.2 Latency and Your Audience 475

B.3.3 Latency and Your TriCaster 475

B.3.4 Other Sources of Latency 476

C VIDEO CALIBRATION 479

C.1 WHAT (AND WHERE) TO CALIBRATE? 479

C.2 CALIBRATING VIDEO SOURCES 480

C.2.1 Setting Black and White 480

C.2.2 Adjusting Color 482

C.2.3 Color Metrics 483

C.3 CALIBRATING YOUR MONITORS 485

C.3.1 Computer Monitor 486

C.3.2 Program Output Monitor 486

C.3.3 Color Adjustments 487

C.4 FURTHER READING 488

D KEYSTROKE SHORTCUTS 489

D.1 SWITCHER… 489

D.2 T-BAR 490

D.3 RECORD, GRAB, AND STREAM 490

D.4 TABS 490

D.5 WORKSPACE 490

D.6 DDR 1 491

D.7 DDR 2 491

D.8 GRAPHICS 1 491

D.9 GRAPHICS 2 492

D.10 SOUND 492

D.11 GENERAL 493

D.11.1 Edit Title Pane 493

D.11.2 Selection and Navigation 493

D.11.3 Misc 493

E DIMENSIONS AND MOUNTING 495

SECTION 22.10 TRICASTER 460 AND 410 495

SECTION 22.11 TRICASTER 8000 AND 860 497

SECTION 22.12 TRICASTER 8000 CS 498

SECTION 22.13 TRICASTER 860 CS 499

SECTION 22.14 TRICASTER 460 CS 500

F RELIABILITY TESTING 503

INDEX 505

CREDITS 511

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