How to customize Recording & Streaming in Microsoft Teams with OBS & NDI

hi everyone kevin here today i want to show you how you can completely customize your microsoft teams recording and not only can you customize your recording but you could also use this to stream to services like facebook or youtube now typically when you want to record something in microsoft teams you'll go up to the more actions menu and you start your recording what the recording looks like though is completely out of your control let's say for instance that you're a teacher and you don't want student videos to show up or maybe you're a small business owner and you want your branding to show up behind the recording unfortunately you're out of luck with the default recording option luckily though today i'm going to show you how you can take complete control and customize what your recording looks like now to be completely up front this is going to involve many different steps but i'm going to walk through all of them step by step and hopefully make it as clear as possible we're going to install an app called obs we're going to use this to arrange what the recording looks like and then we're also going to install a plug-in called ndi that'll allow us to interface between teams and obs lastly you're also going to need admin permissions to be able to enable this but don't worry if you're not the admin all you need to do is send this video to your admin and ask them to do it on your behalf so it'll actually be even easier now the best thing is if you follow this video all the way through the reward at the end will be great and you'll have a completely custom recording of your meeting in microsoft teams and you can really make it look amazing alright well enough talk why don't we jump on the pc and get started here i am on my pc and as a very first step we need to enable ndi streaming for this step you need an admin to do this so if you're not an admin reach out to whoever your admin is in your organization and ask them if they can enable this on your behalf if you're an admin i'm going to show you how you can enable this head over to the website office.com and on office.com click on sign in once you sign in you'll land on the authenticated page for office.com and as an admin you'll see a tile that says admin let's click on that this opens up the microsoft 365 admin center and we want to go to the teams admin center next i have the team's admin center over on the left hand side of my screen if you don't see it here by default you can click on show all this will show you all of the different admin centers and then let's click on teams this opens up the teams admin center and next we want to click on users when i click on users this will show me all the users within my organization with ndi streaming you can either turn it on globally for everyone or you could define who has access to this let's say for instance you're turning this on in a school district you might only want to turn this on for teachers or let's say you're turning this on in an organization you probably only want to turn it on for people who will be managing broadcasts for your organization and you can use policies to manage who has access to this in my case though i'm gonna keep things simple and everyone in my organization has the same policy i'm gonna click on kevin stratford and then view policies this opens up kevin stratford and here i could see all the different assigned policies once again i just have one generic policy for my entire organization i'm going to click on the one under meeting policy called global org-wide default within the global policy under audio and video there's a new option now called ndi streaming let's go ahead and turn this on ndi allows video compatible products to communicate deliver and receive video from one another now the easiest way is to picture one of your microsoft teams meetings each component of a meeting is a separate stream so you might have the active speaker you have everyone in the meeting who has their video turned on you have the content that's being shared you might even have together mode turned on each one of those will be a separate stream or a separate ndi stream that we can use to compose a scene once we install obs will define which streams we want to use now this is all we need to do in the admin center once you do this there's no longer a need for the admin to be involved now the individual user can take over and take it from here now that we have ndi stream enabled for this user next we need to go into microsoft teams and you no longer need the admin for this up in the top right hand corner let's click on the profile picture and within this menu click on settings within settings over on the left hand side let's navigate down to permissions within the permissions view you'll now see a new option for network device interface or ndi the reason this appears is we enabled this in the admin center if you just turned it on in the admin center it might take a little bit of time before it shows up in teams i tried this yesterday and it took a few hours before it showed up however once you enable you should see it appear in teams and let's now toggle this on next we need to install obs and you can get obs by heading to the website obsproject.com you might be wondering what is obs we're gonna use obs to compose and organize what our microsoft teams recording looks like now aside from doing that with obs obs is a fantastic screen recorder and you could use it for live streaming on youtube and facebook if you're interested in just the basics of how you could use obs as a screen recorder you could find a link in the description of this video and one call out i personally use obs for all of my screen recordings in fact for this video that you're watching right now i used obs to record this now go ahead choose the platform or the operating system that you're on and install obs once you finish downloading and installing obs the next thing we need to do is install the ndi plugin now once again the ndi plugin will interface between teams and obs so all of your different streams within teams can be used within obs and once again with different streams the active speaker the content that's being shared each participant in the meeting you'll have a separate stream for each one of those and you can incorporate them and compose what the scene looks like in obs and i'll show you in a moment how we go about doing that but first off let's click on go to download this will bring us to github where we could download the plugin right down here you need to choose the asset that aligns with what operating system you're on so if you're on windows click on the windows installer if you're on mac click on the mac os installer and go ahead and install the plugin i'm now in a microsoft teams meeting and it's an active meeting right now there are a few different participants in the meeting you can see their video down below and yes the kevin youtube channel is smaller than you'd think this is just a stuffed animal for nestor it's just me operating this youtube channel along with the participants we can also see some content that's being shared in the past if i wanted to record this i simply go up to the meeting controls on top click on the ellipses for the more actions menu and then i can start the recording now once again the problem with recording this way is i have no control over how it looks how do i customize it we've installed all these different tools now how do we take advantage of them to customize what our recording looks like well let's jump over to obs and i'll show you how you can customize your recording using this meeting that's currently active i now have obs open and once again if this is your first time ever using obs i have a link in the description that will show you how to get started and how you can use obs as a simple screen recorder now i want to build out my microsoft teams recording within obs and i have a big black black or empty screen right here this is going to be a blank canvas that we use to design how our microsoft teams recording looks now first off we need to add a new scene a scene is simply a collection of different sources and as we walk through this you'll understand better what exactly it means but we're gonna arrange things within our scene as a first step let's click on this plus icon and we need to create a name for the scene i'm going to call this custom teams recording once you type in the name let's click on ok this now adds a new scene for us and we need to add some sources in here first off the black background is a little bit boring i think i should customize this to make it look a little bit more interesting now you could think of this as the background for your microsoft teams recording let's click on the plus icon and i want to add an image background so i'm going to go up to the option that says image and click on this for this i'm going to give it a more descriptive name than just image i'm going to call this background once i finish typing let's click on ok this now opens up a prompt where i can select my background image let's click on browse this opens up the windows file picker and i have my background just sitting right on my desktop called background for teams next let's click on open here i see my background that all looks good let's click on ok it's now inserted my background onto my canvas where i'm composing what my recording will look like but i want the background to use up the full screen real estate i'm going to click over here in the bottom right hand corner of this red box and i'm going to expand my background to use up the full screen it's already looking a lot better than just that plain boring black background next i want to add some text to my scene that explains what the audience is seeing here to do that once again let's go down to sources and i'm going to click on plus within here there's an option to insert text i'm going to click on text here i can name my text and i'm going to call this kevin stratford's classroom in general when you're creating new sources give it a descriptive name so you know what items are what when you look at your list of sources this looks good to me i'm going to click on ok this opens up properties for the text and for the text i'm going to type in kevin stratford's classroom i could adjust the font if i want i can also adjust the color the opacity the background color i could even set a gradient if i want i'm going to stick with the default though and click on ok this inserts a text into my scene i can click on the text and position it how i want i'm going to make it a little bit smaller so it's not that big and i want to center it to center it i could right click on this text i can go down to transform and i'm going to center this horizontally now this is all great so far but how do we get the microsoft team's content into our scene well let's go down to sources once again and click on the plus icon on this list you'll see an option for ndi source by installing the ndi plugin that adds ndi as a source on this list if you hadn't installed the plugin you wouldn't have this as an option let's click on ndi source for this i now need to define what i want to insert into my scene and for this one i want to include my video to start with so i'm going to call this kevin video next i'm going to click on ok now this opens up the properties for kevin video and right here at the top you'll see an option for source name when i click on that i have lots of different things that i can select i want to take a moment to walk through what these are now first off there's an option here called ms teams local this is my video feed from my computer it's called local because it's local to my computer the second one is the active speaker now anytime someone is speaking in microsoft teams teams will identify who's speaking based on where the audio is coming from and it'll focus on the active speaker if we insert this one it'll insert the active speaker into our scene also i can select all the individual participants in their video to show up in the scene as well here for instance i could choose adele or here i could choose nester also known as kevin's stuffed animal and then at the very bottom i have the option to insert whatever content is currently being shared or the shared screen to start with let me add my video and select local once i select local i'm going to click on ok that now inserts my video into the scene and i could expand i could adjust it position it however i want in fact if i use the alt key and click on one of the borders i can even crop the video so here i could crop it in and maybe i don't want that microsoft teams logo to show up i could crop it out but i'll just leave that for now and so there's my shot of myself now once again you get full control over where you position things and how they look so i have my video in here now i also want to show the shared screen so to do that once again we're gonna go down to sources i'm gonna click on the plus icon and i'm gonna go back to ndi source for this one i wanna call it screen share next i'm gonna click on ok once again this opens up the properties dialog and under source name let's click on the drop down and this time i'm going to go down to ms teams and select shared screen next let's click on ok this now inserts the shared screen onto my scene and i can adjust this just like i did for the video of course i want to make this a little bit bigger so people can see all the details and i could position this wherever i want so there i've now aligned them and this is starting to come together it looks pretty nice as a scene now let's say that i'm jumping into my lecture and i want people to be able to see the content without my video on the side i can also set up another scene let me quickly do that over on the left hand side under scenes let's click on the plus icon within here we're going to call this custom teams recording screen share once we're done click on ok this now adds another new scene and for this i want the content to take up the full screen i'm going to go under sources click on the plus icon and once again go up to ndi source under here i can either create a new ndi source but i'm already leveraging my screen share let's click on add existing and for this let's click on screen share this now inserts my screen share into the view i'm going to expand this so it takes up the full screen and let me position it so you just see the slide on the scene now with screen share that'll share whatever content is being shared through teams unfortunately though if you yourself are the one sharing the content you don't want to take the screen share via teams instead you want to click on the plus icon and you could just share directly from your computer for instance you could share your display or you could share a window whatever you want i'll do a quick example by sharing the window when i click on window i need to give it a name i'm going to call this powerpoint once i type in the name let's click on ok this opens up properties for the window and i could choose what window i want to include i'm going to select powerpoint.exe and then click on ok so here you see that i could also share content directly from my computer if that's what i'm going to be doing but i don't have to go through teams in that case because i could pull it directly from my machine i'm going to delete this for now and simply go with the content that's being shared in teams this looks good to me we're just about ready to start recording but i want to call out one more thing before we do that as we started adding all of these different ndi sources you'll notice that more items got added to the audio mixer for instance here i see the kevin video has audio associated with it so anytime kevin is talking that audio feed is being sent here i see the microphone on my computer that i'm using to record this video and then also if the screen share has any audio associated with it it'll include that audio now what i recommend doing is if you're just recording a standard team's meeting you likely just want to include the audio from the active speaker you could experiment with this to find what works right now for this example i'm going to simply mute the kevin video for now and the screen share for now and i'm just going to use my main microphone hooked up to my computer now that we have everything all set let's test this out and see how it works over here on the right hand side i can click on start recording and this is going to kick off a recording so now a recording is active and i could say hey everyone welcome to kevin's classroom we've got some great content that we're looking at today what i could do is over on the right hand side i could click on the custom teams recording screen share and i could shift my scene so now it jumps to the full screen slide so this allows me lots of flexibility to customize what my recording looks like and let's say we wrap up with the slide i'm going to click on custom teams recording again and that sends me back to this main classroom screen once i'm done with the recording i'm going to click on stop recording and that completes the recording over on the top left hand side under the file menu i can view all my recordings by clicking on show recordings this opens up all of my different recordings and here i see the latest recording i'm going to click on this and let's see how it turns out so now a recording is active and i could say hey everyone welcome to kevin's classroom we've got some great content that will click on the slide so this allows me so there you can see the recording it looks pretty good and i've been able to customize exactly what i want to have appear within my scene as you look at the file by default obs saves it as an flv file if it saves as an flv file simply go up to the file menu and then you could go to remux recordings and here i could click on the dot dot dot i can select my recording click on open and then click on remux and that'll convert it into an mp4 mp4 is something that's much easier to share with others now using flv is a good practice because if for whatever reason your recording fails halfway through whatever was recorded up to that point will still be saved and you'll be able to use it versus if you recorded directly to an mp4 you might lose the whole thing however if you just want to make things super easy and you don't want to worry about remux you can go up to the file menu go over to settings within settings click on output and then under output click on recording and you can change the recording format so by default it just records as an mp4 although i would really go with an flv i think you have a little bit more security especially if you're going to be recording a longer meeting and you don't want to lose it for any reason now not only can we use obs to do a simple screen recording you can also use it to stream a team's meeting to any other platform for instance let's say that you're you want to simul broadcast out to youtube or broadcast out to facebook or whatever streaming service you happen to be using within obs you can click on start streaming it'll ask you for the various streaming details and then the scene that you composed here you'll stream that out leveraging all these different feeds or ndi streams from microsoft teams so it's pretty powerful in terms of how you can customize what you're recording or what your stream looks like alright well that was a first look at how you can completely customize your microsoft teams recordings and not only can you customize recordings you can also use this for streaming there's lots of flexibility and control by using obs ndi together with microsoft teams if you found this video helpful and you now know how to completely customize your recordings please give this video a thumbs up if you want to see more videos like this in the future hit that subscribe button that way you'll get a notification anytime new content like this comes out and lastly if you want to see me cover any other topics in the future leave a comment down below and i'll add it to my list of videos to create all right that's all i had for you today i hope you enjoyed and i hope to see you next time bye

Channel: Kevin Stratvert

Views: 56,298

Rating: 4.9293599 out of 5

Keywords: kevin stratvert, obs, teams, record, stream, streaming, recording, custom, customized, ndi, plug in, plugin, add in, teams live, obs microsoft teams, obs teams, microsoft teams live event, live event, live, event, broadcast, microsoft teams stream, ms stream, obs live stream tutorial, stream microsoft teams

Id: MGIgxeIcdkc

Length: 20min 44sec (1244 seconds)

Published: Fri Sep 04 2020