Alexandria Controller - Library Automation & Management Software
Contents
1. hc lira Version 6 Controller User s Manual For Macintosh and Windows Alexandria v6 1 Copyright Notice 2004 2010 Evelyn Manufacturing Inc All Rights Reserved Distributed under exclusive license by COMPanion Corporation This work is protected under the copyright laws of the United States Any reproduction of this manual or our software in whole or in part is not permitted without the proper express written authorization of Evelyn Man ufacturing except in the normal use of the software and as described in the Software License Agreement All permitted copies shall contain the same proprietary and copyright notices as were affixed to the original The software described in this book is furnished under a licensed agreement and may be used only in accor dance with the terms of that agreement NOTE Unauthorized use of this software or related materials can result in civil damages and criminal penalties Alexandria Controller User s Manual David Scott Forsythe Printed May 19th 2010 v6 1 0 Printed in the United States of America by COMPanion Corporation 1831 Fort Union Boulevard Salt Lake City Utah 84121 3041 USA 801 943 7277 voice worldwide 800 347 6439 voice Sales US amp Canada 800 347 4942 voice Tech Support US amp Canada Tech Support worldwide support companioncorp com 801 943 7752 FAX worldwide Sales info goalexandria com Web http www goalexandria com To subscribe2. www goalexandria com gt Step 3 Run the Alexandria Controller installer by double clicking on the Installer exe executable Windows or the Installer dmg disk image Macintosh To proceed with the installation of the Controller follow the on screen prompts and accept the terms of the COMPanion Corporation Electronic End User License Agreement Step 4 After completing the installation close the installer application if applicable and launch the Alexandria Controller by double clicking on the newly created desktop shortcut Alternatively you can open the Alexandria Controller s program folder i e installation directory and launch it from there On a Windows XP Vista Windows 7 or 2K8 machine the Alexandria Controller executable will be located by default at Hard Drive typically C gt Program Files gt COMPanion Corporation gt Alexandria Controller On Macintosh the Alexandria Controller application package can be found at Macintosh HD gt Applications gt COMPanion Corporation gt Alexandria Controller Make sure that any other COMPanion software applications that may be running on this machine e g Textbook Tracker eLunchroom are shut down before attempting to run the Alexandria Controller 1 This can be changed at any time including a later date using the Set Data Station s IP Address selection from the Controller menu see Controller Menu on page 17 2 If you are inexperienced with TCP IP
3. window i e enable password security Providing a Username and Password will produce a District Administrator for your newly created Data Station this is important considering that one of the very first things a District Administrator should do is remotely install the client workstations i e Web Librarian or Librarian Researcher Workstations for their Data Station Alexandria Setup Manager File Edit Show Tools Window Help Do you want to enable password security Enabling this will require you to create users for all of your library staff Your initial operator will be created using this walkthrough Additional operators can be created by going to the System Preference window and selecting Operators Requiring your operators to login to your system will greatly enhance the security of your database This will also give you access to features not otherwise available such as Self Service Mode C Require Operators to log in Username Password Confirm Password Email Address I This user will be a District Administrator Cancel Previous Net Once created the District Administrator will be able to edit their Data Stations System Preferences via a Web Librarian or Librarian Workstation and access features not otherwise available such as the ability to add more administrative level operators 1 The Alexandria Controller will not move an existing Data folder Instead a copy of the selected Data folder is made
4. 9 which means the service will wait a random 3 9 minutes between each attempt to resend an email Short Range Period Type the number of minutes since the email was created before moving from the short range for the randomizing throttle to the long range Long Range Start Type the number of minutes used for the start of the long random throttle range The default for the long range is 60 90 which means the service will wait a random 60 90 minutes between each attempt to resend an email Long Range End Type the number of minutes used for the end of the long random throttle range The default for the long range is 60 90 which means the service will wait a random 60 90 minutes between each attempt to resend an email Alexandria Controller User s Manual 31 Alexandria Controller Updates System Preferences R Updates System Preferences NOTE Make sure to read the Read Me file thoroughly for important information regarding the update The Alexandria Controller can download important updates to your software and update automatically over the World Wide Web Server Updates Ww Automatically Check for Program Updates Check for Program Updates Now Update Server Address updateserver companioncorp com Automatically Check for Program Updates lf this box is checked the Controller will auto matically check for product updates on start up If newer versions of the program are available an entry
5. Alexandria Controller User s Manual i Table of Contents FDP 29 MELD Je 30 RU Eee 0 ER EE EN EE RE EE re 31 Updates System Preferences cccccccsecccssceceseeceseeeceeecsaueesneeseeesaees 32 Performing Software Updates cccccececssecceeeeseeeeceeeceeeeeeeeeseeeesseeeess 32 More on Archiving with the Alexandria Controller cccsseeeeeeees 33 What Happens When the Alexandria Controller Timeouts 00 34 ii Alexandria Controller User s Manual Alexandria Controller Ss me COM Panion offers our users the Central Union Distributed Union and single site systems for library management however there are times when even this variety of system models cannot conciliate specific needs Therefore the Alexandria Controller a new model based on Multi Data Station technology provides yet another solution continuing to make Alexandria the perfect system for everyone s needs A Solution To A Technological Headache Multi Data Station technology provides an answer to the problem of growing hardware and software requirements that have faced district technical staff school district administrators and librarians JaJ 01U0 9 VOIA District information technicians are faced with increasing demands as more and more computers and programs are amassed In order for districts to efficiently use their technical support staff administrators are constantly looking for ways to cut back on acti
6. Controller Site Information System Preferences Site Information System Preferences Go to Edit on the main menu bar and select System Preferences Cmnd Ctrl L e Click on the Site Information icon in the System Preferences window Web Settings tab Next configure your Web Settings tab as desired Web Setting Scheduled Events Port ID usually 80 80 Show Available Site List This option will not take effect until you restart your computer Unless you are absolutely sure you want to run as service do not select this option Run Alexandria as a Service JEnable SSL Require Secure Connection Disable TLS encryption Disable SSLv3 encryption Secure Port ID Usually 443 443 Location of Private Key C ProgramData Alexandria Controller St Browse _ Location of Certificate C ProgramData lexandria Controller St Browse Location of chain file CAProgramData Alexan dria Controller St Browse Private Key Browse Public Certificate Browse Chain File Optional l Browse Clear Password optional Password Verify Create temporary certificate Generate certificate signing request Port ID usually 80 Sets the port number used for web interface this is usually 80 Show Available Site List If no serial number is specified the first time a web client connects you can opt to show the operator a list of available site links or for security
7. companioncorp com Just follow the Products and Software Updates hyperlinks You must enter your Alexandria Controller registration name email address school company and serial code in order to proceed with the download these can be found on the registration letter you received when you purchased the Controller or when you renewed your support contract If you have accidentally misplaced your registration letter COMPanion s 24 hour Technical Support team will be able to assist you If you dont have a reliable internet connection or are unable to download the newest updates you can contact COMPanion via email or Tech Support at 800 347 4942 and request that an Alexandria Controller Update CD ROM be sent to your location 32 Alexandria Controller User s Manual Updates System Preferences Alexandria Controller More on Archiving with the Alexandria Controller When your Data Station is managed by the Alexandria Controller client workstations will no longer have the ability to directly edit their Data Station s saved Archive location Instead this location is set for all your managed Data Stations in the Scheduled Events tab of the Site Information system preferences of the Controller itself see Scheduled Events tab on page 22 Furthermore when an Alexandria Controlled Data Station is forced to rebuild on startup its Data folder is also archived to the location set in the Controller s Scheduled Events preferences g
8. of the interface while the program rearranges some essential client resources and builds client applications Please allow these processes to finish before proceeding After these utilities have completed the Setup Manager window appears Proceed to register the Alexandria Controller using the information provided on the product registration letter that came with your program Enter the Registered To name Product Codes Serial Number and Validation Code from your registration letter and click OK to continue through the Setup Manager Alexandria Setup Manager File Edit Show Tools Window Help Language English v Welcome to Alexandria This setup manager will assist you with configuring some basic preferences that are required to use the software Please enter your registration information in the spaces provided This information is printed on the registration letter you received with your product Registered To Product Codes Serial Number f Validation Code Please select any additional modules you have purchased for use with Alexandria If you would like information on any of these services please contact our sales department at 1 800 347 6439 SearchALL netTrekker SneakPeek Mitinet Cancel After the successful entry of your registration codes you will be presented with Alexandria Controller s user interface documented on page 11 Alexandria Controller User s Manual 5 C Alexandria Contr
9. protocols please have your Information Systems Technician or Information Technician IT for short set up multiple IP addresses one for each data set Otherwise feel free to call COMPanion s Technical Support team at 800 347 4942 or 801 943 7277 or by email via support companioncorp com 3 COMPanion s Technical Support staff recommends that this file be saved to your operating system desktop 4 These files will most commonly be called Alexandria Controller Installer exe and Alexandria Controller Installer dmg 5 On 64 bit Vista or Windows 7 the directory will be Program Files x86 4 Alexandria Controller User s Manual Installing Alexandria Controller Alexandria Controller Assigning the Controller an IP Address If you ve decided to use multiple IPs the first time you launch the Alexandria Controller you will be asked to select which IP address you would like your Controller to permanently use OOA Choose from List r h Choose the IP that you want Alexandria to run services on Alexandria will quit after selecting 192 168 1 49 192 168 1 133 192 168 1 134 192 168 1 135 209 2 10 70 151 Select the desired address from the Choose from List window and then click OK If only one IP address is available the Controller will automatically skip the Choose from List window Registering the Controller The first time that you launch the Alexandria Controller a series of progress bars may appear at the bottom
10. purposes you can show the user an error indicating that no such page exists Run Alexandria Controller as a Service This option automatically launches the Controller and runs it in the background every time your computer is started Operators will be unable to access program menus or make while the Controller is running as a service You will need to deactivate the service and then re launch the Controller in order to access the user interface Run ning the Controller as a service does not take effect until you restart your computer Unless you are absolutely sure you want the Controller to run as a service do not select this option 20 Alexandria Controller User s Manual Site Information System Preferences Alexandria Controller The Alexandria Controller supports secure web communications When SSL Secure Sockets Layer communications are enabled then the Controller will only accept communications from the secure web port All the Data Stations managed by the Controller must have a common domain name although they can all have unique sub domains this way a District Administrator can purchase a universal i e wildcard certificate for the Controller all domain and sub domain names are covered by a single certificate valid for accessing any of the managed Data Stations Enable SSL Enable a secure web connection Require Secure Connection Disable the non secure web service Disable TLS encryption This is not recommen
11. the bottom left corner of the window these buttons allow you to create remove and edit Alexandria Controller operators Alexandria Controller User s Manual 25 Alexandria Controller New COMPedit Document Open COMPedit Document Ctrl Shift N Ctrl O Ctrl W Ctrl Alt W Close Window Close All Save Ctri SN JAVE AS Page Setup Print Ctrl P Log Out Ctrl E Exit Alexandria Controller Ctrl Q NOTE Usernames and passwords are not case sensitive Operators System Preferences Activating Security Check the Require Operators to Log in box on the Operators tab to activate the Controller s Log In security When this box is checked the Controller will require a username and optional password every time that the program is launched also when this box is checked the Controller will force you to create a District Administrator level operator that may be edited but never removed Use the Require Password When Quitting From the Login Window checkbox to force operators to provide an acceptable password when attempting to Quit from the Log In window The username that you enter during log in will be recorded to the Controller log as well as any failed login attempts Alexandria Controller Log In Password Quit menns Accessing the Controller as a Different Operator There are times when you will need to access the Controller as a operator other than the one who is currently logged into t
12. this box will make the Log In and Password fields editable Log In Enter the login user identification for the email server Password Enter the password for the email server Test Server Test the SMTP Server settings by sending a test email Last Test This field displays the last date time that the server test was performed and whether the test was successful or not Administrator Address Provide the email address of your District Administrator here 30 Alexandria Controller User s Manual Email System Preferences Alexandria Controller Rules tab Email SMTP Rules Default Signature Hours to Resend 100 Short Range Start 3 Short Range End 9 Short Range Period 60 Long Range Start 60 Long Range End 90 Default Signature This is the default email signature that will be appended to the end of every outgoing email e g Robert E Creely District Administrator Hours to Resend Type the number of hours since the email was created before giving up the resend attempts for it By RFC 1123 this is a minimum of 96 hours 4 days Short Range Start Type the number of minutes used for the start of the short random throttle range The default for the short range is 3 9 which means the service will wait a random 3 9 minutes between each attempt to resend an email Short Range End Type the number of minutes used for the end of the short random throttle range The default for the short range is 3
13. will be placed in the log You can also download updates via the Check for Updates utility Check for Program Updates Now Clicking this button will immediately check for available Alexandria Controller updates from the update server If they are available they will be presented and you will have the option of selecting which you would like installed You should Archive your Data Stations before performing an update we recommend that you read the release notes thoroughly beforehand to ensure that your hardware meets the minimum system requirements and so that you are aware of any major software changes that were made For more information please refer to Performing Software Updates below Update Server Address This is the IP address of the COMPanion Update Server usually updateserver companioncorp com 80 Normally this will only be changed if you are behind a firewall The Reset button will revert to the default update server address Changes will not take effect until the next time that the Controller is restarted Performing Software Updates If an update is available a description of the update is shown under the selection From there you can choose to update the Alexandria Controller or wait for a future date If you are sure you want to update to the newest version of the Controller click the Update button You can also download the newest COMPanion and Alexandria Controller software updates from the official website www
14. you open new windows in the Alexandria Controller the Window menu will contain a list of See all currently active windows The example Window menu in the margin shows that the Alexan dria Controller window is open and active and the System Preferences window is also open To choose a window select it from this menu The window you select gets focus and becomes the active window If you select Bring all windows into view all minimized windows will appear with focus placed on the Controller s main interface window When you close a window it is removed from this menu 18 Alexandria Controller User s Manual Alexandria Controller System Preferences Alexandria Controller Alexandria Controller System Preferences co Can t Undo Ctrl Z Although you re required to make changes to the individual Data Station system preferences that your Can t Redo Ctr Shift Z Alexandria Controller manages the actual Controller also contains some system preferences of its own Cut Ctri x Ena Copy Ctrl C However these preferences are limited to just a few panes containing globally based settings mes ae g s Clear The Alexandria Controllers System Preferences are used to customize security settings email Tee E information scheduled events web settings and updates Find Ctrl F Find Again Ctrl G Filter Paste From File File Edit Show Window Help System Preferences Ctrl g gt ShowAll O f Operator Preferences Machine Pre
15. Adding or Creating Alexandria Data Stations on page 6 The Controller Log The bottom half of the main interface window contains the controller log The controller log captures and stores all pertinent Controller information including when each Data Station is stopped or started and any special operations e g archive or rebuild that have been performed Alexandria Controller Finished checking support files Attempting to contact update server at updateserver companioncorp com The update server is responding Your Alexandria Software Subscription expires on 01 01 2050 Your NetLink Subscription expires on 01 01 2050 The update server reports your software is currently up to date TCP is Active IP address is Start Transaction Log Archive Finished Log Archive 2 im cml fan e J While in this section you may select Print from the File menu to print the log The controller log is automatically saved by the Controller Logs are saved inside the Log folder located in the Alexandria Controller Support program directory Alexandria Controller User s Manual 13 Alexandria Controller Alexandria Controller Menus Feb About Alexandria Controller Alexandria Help Open Release Notes Update Registration Check for Updates Command Line Alexandria Controller Menus This section describes the main system menus and basic operational rules used in the Controller Controller menus fol
16. Alexandria Controller User s Manual 33 Alexandria Controller What Happens When the Alexandria Controller Timeouts What Happens When the Alexandria Controller Timeouts The Alexandria Controller contains advanced Multi Data Station technologies Although it s not necessary to understand how the Controller does what it does this section is for the technical person who wants to know a little more about what happens when the Alexandria Controller quits or times out Quitting the Alexandria Controller causes all of the Data Stations to quit Non responsive Data Stations are forcibly terminated after five seconds with an additional five seconds for each active Data Station Before the Alexandria Controller quits after downloading an update it will forcibly terminate all of the active Data Stations first e When the Alexandria Controller needs to quit it will time out after eight seconds with an additional two seconds per active Data Station COMPanion recommends that all maintenance to your Alexandria Controller or managed Data Stations be done after business hours 34 Alexandria Controller User s Manual ONY anion COMPanion Corporation 1831 Fort Union Boulevard Salt Lake City Utah 84121 3041 USA www goalexandria com
17. Controller Welcome to the Alexandria Controller Now with the Alexandria Controller the technical staff administrators and librarians have a system that can meet all their collective needs Multi Data Station technology saves time Running numerous Data Stations on a single server saves your information technicians time Instead of having to go from school to school to maintain individual library systems all Alexan dria Data Stations can be housed on a single server This server may be located in a district loca tion rather than a school This enables the technical staff to have easy access to the server and save travel time as well as the maintenance time required when multiple servers are required Fewer machines save money Purchasing fewer servers will save the district money and provide a more cost effective use of technical staff circumventing the need to hire additional technical support Librarians retain autonomy Librarians will be able to customize their library systems and services to best serve the needs of their students and staff Policies purchases and more will be made on the local level for a better more individualized service Each collection is completely autonomous and will be managed and searched separately just as if they were separate servers running on separate machines 2 Alexandria Controller User s Manual Installing Alexandria Controller Alexandria Controller Installing Alexandria Control
18. Controller interface window is easily broken down into two distinct sections The top half of the main Controller window contains your list of managed Data Stations This list contains information about which Data Stations are active or stopped their names serial numbers IP address and port numbers The list of managed Darta Stations can be rearranged and reordered by selecting highlighting the desired Data Station and dragging it above or below other existing Data Stations You may right click Windows or lt ctr1 gt click Macintosh on any Data Station in this list to open the Controller menu see Controller Menu on page 17 for more information The Controller menu allows you to Add or Remove a Data Station assign an IP address assign a time zone or perform a rebuild on a Data folder 12 Alexandria Controller Users Manual The Alexandria Controller Interface Alexandria Controller If you select highlight a specific Data Station from the list it will turn blue allowing you to use the Start button to activate the Data Station if it is stopped or use the Stop button to deactivate a Data Station if it is running o Stat Stop Add Remove You may also click on the Add button causing a message window to appear You will be given a choice to Add a new Data folder or Create a new one If you wish to do neither click Cancel For more information on importing or creating new Data Stations please review
19. ations your archives are kept in folders within the Archive directory differentiated by your Data Station s serial numbers Within those directories archives are kept in folders that are date and time stamped followed by the serial number e g Archive 20150515 0800 7777084 22 Alexandria Controller Users Manual Site Information System Preferences Alexandria Controller Archiving Your Data Your Alexandria v6 Data Station s have an archiving utility that can be configured to make complete regular copies of your valuable Alexandria Data and store them in a folder on your Controller s hard drive The major difference between a backup and an archive is that backups are made on removable media that can be physically stored away from the library Archiving provides a quick and auto matic method of saving your databases before you perform large changes e g importing updates utilities or machine upgrades How Archiving Works on the Controller The functionality of the Archive Now button is shared between the Controller and its hosted Data Stations and keeps five manual archives When a sixth manual archive is requested the Controller will first create a new data archive before removing the oldest archive in the Archive folder In other words every time you click the Archive Now button in the Scheduled Events tab or have the Archive First checkbox marked during import or rebuild the Controller will perform a manual ar
20. ch an unable to start error message will be recorded in the log Once a Data Station in your list has been activated you should see a green colored icon and the word Running along with the web port that it s using located under the name of the collection Test Data Station 1 7777084 192 168 1 84 PID 5076 Yu Running web port 80 Test Data Station 2 1111563 192 168 1 84 PID 9176 G Running shared web port 8080 Test Data Station 3 2222563 192 168 1 84 PID 8844 Yu Running shared web port 8080 Test Data Station 44 3333563 192 168 1 84 PID 4384 G Running web port 90 At this point an activated Data Station is broadcasting awaiting web connections on Web Port 80 set as default and ready to communicate with your Alexandria client workstations NOTE As previously stated the very first thing you should do after adding and activating a new Data Station is to setup administrative level operators see Adding Operators to the Data Station on page 6 and edit their essential System Preferences using the Web Librarian or Librarian Workstation Please refer to the Alexandria v6 Getting Started Guide or the Alexandria Online Wiki for detailed preference information a http www companioncorp com mediawiki index php Alexandria 1 This can be overridden if you hold down the lt shift gt key while launching the Alexandria Controller 2 The Alexandria Controller acquires roo
21. chive However if the Archives To Keep preference is set higher than 5 on the Data Station then the Archive Now and Archive First selections will be restricted to that Archives To Keep value The Alexandria Controller will perform an automatic archive based on the value specified in the Data Station s Archives To Keep drop down menu Therefore if the Controllers Archive folder contains more archives than the Data Station s Archives To Keep preference states Alexandria Controller will remove all of the surplus archives oldest archives first after it creates a new auto matic archive Let s say that the Archives to Keep preference is set to 10 and Alexandria Controller has already created five automatic archives in the Archive folder you will be able to add five additional man ual archives to the folder 1 Settings must be configured in both the Library Information System Preferences Scheduled Events tab and the Database Utilities of each of your Data Stations Alexandria Controller User s Manual 23 Alexandria Controller Security System Preferences Security System Preferences Unlike Alexandria v6 the Controller doesn t allow operators to modify existing or create custom security levels you arent even allowed to manipulate a list of permissions or remove a security level from the Controller The Alexandria Controller comes standard with one default security level and one alone the District Administrator District A
22. ded unless necessary Disable SSLv3 encryption This is not recommended unless necessary Secure Port ID Usually 443 Enter the port number used for the secure web interface The default is 443 Location of Private Key This is the location on the server where the private key resides Only certificates in PEM format are recognized Location of Certificate This is the location on the server where the public certificate resides Only certificates in PEM format are recognized Location of chain file This is the location on the server where the private key resides Only certificates in PEM format are recognized Private Key Browse to the private key and copy to the server private key location Only certif icates in PEM format are recognized Public Certificate Browse to the public certificate and copy to the server public certificate location Only certificates in PEM format are recognized Chain File optional Browse to the chain file if you have one Only certificates in PEM for mat are recognized Password optional If the private key requires a password enter it in this field Password Verify Verify the private key password Create temporary certificate lf clicked then a private key and public certificate will be cre ated and saved in the locations specified above They will be created with default information and will expire in 31 days Generate certificate signing request lf clicked then a request fo
23. ding a new Data Station to the Controller is to edit the Data Station s System Preferences see page 6 and add their own administrative level operators Please refer to the Alexandria v6 Getting Started Guide or the Alexandria Online Wiki for more information on creating operators Alexandria Controller User s Manual 11 Alexandria Controller The Alexandria Controller Interface The Alexandria Controller Interface Now that you ve added all of your managed Data Stations and installed all of your client workstations the Alexandria Controller is fully operational and ready to go Now let s delve a little deeper into some of the more technical details of the Controller and its interface Alexandria Controller File Edit Show Controller Window Help Test Data Station 1 7777084 192 168 1 84 Running shared web port 80 Test Data Station 2 1111563 192 168 1 84 G stopped Test Data Station 3 2222563 192 168 1 84 Running shared web port 80 Test Data Station 3 3333563 192 168 1 84 j Stopped G 21 Attempting to contact update server at updateserver companioncorp com The update server is responding Note Your Alexandria Software Subscription expires on 01 01 2050 Note Your NetLink Subscription expires on 01 01 2050 The update server reports your software is currently up to date TCP is Active IP address is Start Transaction Log Archive Finished Log Archive KATA The main
24. dministrator is the least restrictive and allows unlimited access to every control settings and preference within the Controller including the ability to examine and change registered operators The District Administrator security level can not be removed or modified Security Security Levels District Administrator A Editing this Security Level is prohibited To reiterate the District Administrator level access is the only security level allowed on the Controller is always the default when launched with full administrative privileges and is the only one that allows you create new Alexandria Controller operators The first operator established on the Controller is the District Administrator Once established this operator cannot be deleted until another person is entered as a District Administrator Do not forget to create a password and login for this operator since it must be used to examine edit add or delete registered operators If the Require Operator Login box is checked see Activating Security on page 128 for more information you may select Restart or Log Out from the File menu to access Alexandria Controller as a different District Administrator level operator Basically the Security preference exists only to show you that the District Administrator access level is available for operators 24 Alexandria Controller User s Manual Operators System Preferences Alexandria Con
25. ese selections are located under the Help menu About Alexandria Controller Shows copyright and version information Alexandria Controller Help This button opens your default web browser to the main index page of the Controller s on line Wiki Help Open Release Notes If the Controller s release notes are available this selection displays them If available this document is located in your Alexandria Controller folder with the name Alexandria Controller Release Notes txt Update Registration This will open the Controller s Registration window allowing you to update your registration information The Controller will require a restart once your registration information has been updated Check for Updates This selection will check for any available Controller updates If there are any available they will be presented and you will have the option of choosing which you would like installed You should archive your data before performing any update we recommend that you Read the release notes thoroughly beforehand to ensure that your hardware meets the mini mum system requirements and so that you are aware of any major software enhancements Command Line This selection opens the Command Line window allowing operators guided by COMPanion s Technical Support team to enter Controller specific commands 14 Alexandria Controller User s Manual Help Menu File Menu The Alexandria Controller File menu provides the foll
26. f you have problems locating your IP address please contact your network administrator for further assistance If your network administrator is not available feel free to contact the COMPanion Technical Support team Step 4 If you performed the latter step correctly the Controller Client Installation page should appear requiring that you input your Login User Name and Password Your user name and password are the same found on the Administration preferences window of your Alexandria Controlled Data Station see note in margin ep Alexandria Librarian Web C ft wy evandria Log In Name Password Continue Step 5 From the provided links select the appropriate Librarian workstation to install Windows Librarian or OSX Librarian Step 6 The client installer will be downloaded to your machine After it has finished download ing an Alexandria Controller folder will appear on your operating system desktop with the appropriate installation files inside this folder can be moved anywhere on your machine it s only installed on the desktop to make it easier to find Step 7 Double click on the Alexandria Controller installer icon to begin installation 10 Alexandria Controller User s Manual Installing Client Workstations Manual Installation of Client Workstations Alternately Researcher and Librarian workstations can be installed manually by moving a copy of the client application to a perma
27. ferences 7 To set up or change Controller preferences you must first open the System Preferences window using the Edit menu You may also use the Ctrl Windows or Cmnd Macintosh shortcut command The Controllers System Preferences are contained in easily identifiable categories Once the System Preferences window appears click on the corresponding icon s to view the available preference settings The sections that follow will describe in detail each preference window and then demonstrate how to use them Site Information Use this preference to configure general information about your Controller and to set pre determined scheduled events throughout the week see Site Information System Preferences on page 20 Security This preference is used to assign access levels for operators An operator s access level determines what actions they are allowed to perform see Security System Preferences on page 24 Operators Use this preference to set up users and access levels activate passwords see Opera tors System Preferences on page 25 Email This preference determines whether the Controller should use a built in or external mail service see Email System Preferences on page 29 Updates Use this preference to automatically or manually check for Controller updates see Updates System Preferences on page 32 Alexandria Controller User s Manual 19 Alexandria
28. he only meaningful security Level available for operators of the Alexandria Controller is District Administrator and you are unable to change this Once you have created a District Administrator you can add other new operators also with District Administrator level access If you would like to add an operator s picture at this time you can import a GIF BMP PIC JPG or any other standard image file here are some ways that you can do this Drag and drop Drag the graphic from the desktop or program onto the Add Operator win dow in Alexandria Controller As you drag the picture a box outline shows where the picture is to be placed to help you align it properly Paste and Copy Operator Picture Select a graphic and copy it to your operating system clipboard this is usually done with commands such as Select All Copy and Cut under the Edit menu in the program Go back to your Alexandria Controller Add Operator window and choose Paste Patron Picture by right clicking or lt ctr1 gt clicking using a one button mouse in the patron picture field The picture should now appear in the area located to the right of information fields When you click the OK button the new operator Name and District Administrator Security Level will appear in the Alexandria Controller Operators field of the Operators tab 1 If you choose a username that is already in use Alexandria Controller will ask you to choose another 2 Passwords are not case sensit
29. he program Here s how to access the Controller as an entirely different operator or immediately activate the Alexandria Controller Log In security window Step 1 Make sure that the Require Operators to Log in checkbox is marked in the Operators preference window Step 2 Choose Restart or Log Out from the File menu Step 3 When the Alexandria Controller Log In window appears enter the appropriate User name and optional Password and click Log In or OK to access the Controller as an entirely new operator 1 If a password was not supplied when creating a new operator in the Add Operator window page 27 then this field will not be re quired 2 Some security levels require the proper permissions to perform a Restart 26 Alexandria Controller User s Manual Operators System Preferences Alexandria Controller Adding Operators Click the Add Operator button the icon or use lt Cmnd N gt Macintosh or lt Ctr1 N gt Windows to add a new operator to the Alexandria Controller The Add Operator window will appear requesting that you provide specific new operator information Add Operator fue ES District Adm Paste Patron Picture Ly Copy Patron Picture Remove Patron Picture Change Window Color Load Default Color 2D0200 gt Cancel Enter the username a password confirmation password email address and then check all the sites that they are permitted to access t
30. ive Upper and lowercase characters match Although you may leave the Password field blank meaning that an operator requires no password upon Log In it is strongly recommended that this is not done 3 Windows operators are required to have Apple s QuickTime installed to view some picture formats Alexandria Controller User s Manual 27 Alexandria Controller Operators System Preferences Removing Operators To remove an Alexandria Controller operator select highlight the operator Name from the Alexandria Controller Operators field and click the Remove Operator button the icon when asked if you wish to delete the operator choose Yes You will be unable to remove the last District Administrator remaining in the Alexandria Controller Operators field you must always have at least one District Administrator level operator Edit Operators You may edit the username password and email address of any existing Alexandria Controller operator To edit an existing operator s information double click on an operators name in the Alexandria Controller Operators field Alternately you may select highlight the operator s name from the Alexandria Controller Operators field and select Edit Operator from the Actions menu i e the gear or cog icon located at the bottom left hand side of the window Doing this opens the Edit Operator window similar to the Add Operator window described on page 27 using this window you ma
31. l user steps away from the computer and doesn t want to quit or restart the Controller the Log Out function provides this security The Require Operators to Log in box in Operators Sys tem Preferences see page 25 must be checked for this option to work Quit Exit Alexandria Controller Cmnd Ctrl Q Quits the Controller program Alexandria Controller User s Manual 15 Alexandria Controller New COMPedit Document Open COMPedit Document Close Window Close All Save Save As Revert to Saved Page Setup Print Log Out Exit Alexandria Controller Ctrl Shift N Ctrl 0 Ctrl W Ctrl Alt W Ctrl 5 Ctrl P Ctrl E Ctrl Q Alexandria Controller Help Menu Edit Menu Can t Undo Ctrl Z EE Mr This menu includes standard editing functions You can cut copy and paste text clear a field select all Cut Ctrl x text and paste from a file Information about commands which are specific to Alexandria Controller are Os included below Paste Ctrl V Clear a ae Undo Cmnd Ctrl Z This command only undoes typing or cut and paste operations in indi ae aa vidual fields or in the word processor It does not undo operations from other menus commands ind Again rl Fiter and controls Paste From Fil see Redo Cmnd Ctrl Shift Z An undo for the undo System Preferences Ctrl Operator Preferences Machine Preferences Cut Copy and Paste You can cut copy and paste text from certain fields to others
32. ler This section will help guide you through the Alexandria Controller installation process Make sure to have the registration letter that came with your software it contains essential product code information required during installation If you have questions or problems during installation contact COMPanion s 24 hour Technical Support Service at 800 347 4942 or 801 943 7277 or by email via support companioncorp com Hardware and Operating System Requirements The Alexandria Controller has been developed to work under both Windows and Macintosh based operating systems With the exception of subtle differences between the controls at the tops of windows and minor differences in operating system functionality the program operates identically across both platforms Here are the minimal hardware and operating system requirements for an Alexandria Controller System Requirements for Alexandria Controller Minimum Recommended a Alexandria Controller Communication Systems The Alexandria Controller requires TCP IP to communicate between hosted Data Stations and their clients i WARNING The address for each Alexandria Data Station cannot be dynamically allocated and must have a fixed TCP IP or shared address 1 During instruction COMPanion assumes that you have a basic working knowledge of your computer s operating system Alexandria Controller User s Manual 3 Alexandria Controller Installing Alexandria Contr
33. low operating system standards for Macintosh and Windows For example the File and Edit menus in the Controller are very similar to the File and Edit menus in other applications Additional menus have purposes specifically related to Data Station management The Controller looks and operates almost exactly the same on both Macintosh and Windows However these operating systems are different therefore there are some minor variations between environments For example on the Macintosh you press the lt Cmnd gt key for menu shortcuts and in Windows you select the lt Ctrl gt key Windows and Macintosh have different controls for minimizing closing and resizing windows In order to keep our documentation as clear as possible this guide will generally discuss actions rather than operating system specific commands or controls Alexandria Controller Wiki Help Almost every window in the Controller will have a special round Wiki Help button clicking this button opens your default web browser to the related on line Wiki Help file These help windows contain information directly related to the window you are using and explain in detail how to use them Help Menu On Macintosh there is an Alexandria Controller system drop down menu that contains the About Alexandria Controller There is also a Help menu that contains the Alexandria Controller Help Open Release Notes Update Registration and Check for Updates selections On Windows all th
34. n and add your administrative level operators see Adding Operators to the Data Station on page 6 so that they can remotely install client workstations also if required you can change your Data Station s available web ports Please refer to the Alexandria v6 Getting Started Guide or the Alexandria Online Wiki for more information on creating operators and changing ports 1 http www companioncorp com mediawiki index php Alexandria Alexandria Controller User s Manual 7 Alexandria Controller Installing Alexandria Controller Activating Alexandria Data Stations The Alexandria Controller has the ability to Start and Stop the individual Alexandria Data Stations that it manages When you Add an existing or Create a new Data Station they will initially appear as Stopped in the main Controller interface window Test Data Station 1 7777084 192 168 1 84 G Stopped Test Data Station 2 1111563 192 168 1 84 G Stopped Test Data Station 3 2222563 192 168 1 84 G stopped Test Data Station 3 3333563 192 168 1 84 j Stopped Start h From the list select highlight the Data Station you would like to activate and click the Start button You are only allowed to activate one Data Station at a time However if the Alexandria Controller is shut down and then restarted all of the individual Data Stations will be automatically activated If for some reason one of your Data Stations fails to auto start on laun
35. nent location on the hard disk drive of the machine where it is meant to be installed These client applications can be found in the Alexandria Controller Support folder On Macintosh OSX machines this folder is located in the following directory Hard Drive gt Users gt Shared gt Library gt Application Support gt Alexandria Controller Support On a Windows XP machine the shared application folder will be kept here Hard Drive typically C gt Program Files gt Alexandria Controller Support On a Windows 7 or Vista machine the shared application folder should be kept here Hard Drive zypically C gt ProgramData gt Alexandria Controller Support You can locate the Librarian and Researcher workstation installers in the Client Applications folder Be sure to copy the entire folder for each client you wish to install AOGA Client Applications OG mm ED eS 2 fea Network a Saas gt Disk Ls Ls WH Desktop Macintosh LWS Macintosh RWS 4 turtleforsythe z Applications ls fm og b Documents 2 Ss iia Movies Windows RWS Windows LWS Music Fan Pictures 4 items 207 08 GB availible EE j NOTE When a Data Station is running under the Alexandria Controller be aware that you will need an Administrator Username and Password when installing or configuring new client workstations Alexandria Controller NOTE The very first thing you should have done after ad
36. nnnnnvennnnnnnennnn 1 Z A Solution To A Technological Headache annnnnnnnnnnnnnnnrnnnnnnnnnnennnrnnnnenn 1 z Welcome to the Alexandria Controller rrrnnrrnnnrrrnnnrrvnnrrvnnrrnnnnennnnennnne 2 Installing Alexandria Controller cccccccccsececeececeseecesseeceesessueeesaeeesaneess 3 5 Hardware and Operating System Requirements csccsseeseeeeeeeeeees 3 g Alexandria Controller Communication Systems ccssecesseeeseeeeseeeees 3 Installation Summary read this firSt cccccseceesseeeceeeseeeeeeeeeeseeeesaeeens 4 i Assigning the Controller an IP AddresS cccccseeeceeeeceeeeseeeessaeeesaeeees 5 Registering the Controller ccccssccceseecceeeeceeeeseeeeseueeseeeeeaueeeseeeesaneess 5 Adding or Creating Alexandria Data Stations ccccccseeeeseeeeeeeeeeeens 6 Adding Operators to the Data Station cccccccssecceeeeseeeeseeseeseeeesaeeees 6 Assigning the Data Station an IP Address rrranrernarernnnrrnnnnnnnnnennnnennnnen T Activating Alexandria Data Stations cccccsecccseeeceseeseeeeeeeeeesaeeesaeeess 8 Installing Client Workstations ccccccssecceseeeeeeeeseseeseeeesaueesaueeseeeesaeeess 9 Manual Installation of Client Workstations ccccccsseccseeeeeeeeseeeeseees 11 The Alexandria Controller Interface rnrrrnnnrnnnnrnnnnrrnnnnnnnnnrnnnnnnnnnennnne 12 PE Controller ve 13 Alexandria Controller M n
37. oller Installation Summary read this first Make sure that the machine on which you will be installing and running the Alexandria Controller meets the minimum recommendations for both hardware and operating system software on page 3 Step 1 Before you run the Alexandria Controller you will need to decide whether youd like to have a unique and static IP address assigned to each collection or Data folder that you wish to manage including an additional IP for the Controller component itself Otherwise you may choose to use a single IP address for your Controller and have every Data Station i e Data folder or collection Share the Controller s IP Address You can configure and add additional IP addresses to your existing or secondary ethernet controller using your operating system s standard network settings On Windows these settings can be found under the Internet Protocol TCP IP connection properties for your network connections On Macintosh these settings can be located and configured from your Network system preferences The Alexandria Controller does not need to be restarted in order to find IP addresses that were newly added using your operating system s network configurations Step 2 Insert the COMPanion CD ROM and double click on the Controller folder The installers for your operating system will be located inside this folder You can also visit COMPanions website and download the latest Controller installer
38. oller Installing Alexandria Controller TECH NOTE The Controller creates a new acf file in the Client Applications folder for each new Data Station you add When a Data Station s IP address is changed its acf files are recreated Adding or Creating Alexandria Data Stations There are two methods available for importing an existing Alexandria Data folder into the Controller Message A Add an existing Data folder or create a new one Cancel First you may drag and drop an existing Data Stations Data folder onto the main Controller window otherwise you can click the Add button on the main Controller window Clicking this button will give you the choice of adding an existing Data folder or creating a new one If you choose to Add an existing Data folder a standard operating system explorer i e finder window will appear allowing you to guide the Controller to the directory folder containing your existing data collection If you choose to Create a new Data folder set from scratch you must be prepared to complete the required Setup Manager window registration information for the newly created Data Station Attempting to add a Data set who s Serial Number already matches that of a Data Station managed by the Controller will cause a warning message to appear Adding Operators to the Data Station If you choose to Create a new Data Station pay close attention to the third page of the Setup Manager
39. owing selections New COMPedit Document Cmnd Ctrl Shift N Opens a new COMPedit document COMPedit is the Controller s integrated word processor Open COMPedit Document Cmnd Ctrl O Opens the standard operating system explorer window used to locate files When you select a document from this window the Controller will open it if it is able Use this command to open COMPedit documents TXT documents MARC documents MicroLIF documents and other files for viewing Close Window Closes the topmost Controller window Close All Closes all Controller windows except for the main Alexandria Controller window Save Cmnd Ctrl S Saves the contents of the topmost Controller window Save As Allows you to save VWP documents to specific locations on your hard drive Revert to Saved Changes made to the current record are discarded and the original record is displayed in the window Page Setup Operating system standard function that sets the page up for printing Print Cmnd Ctrl P Prints the information contained in the window with focus topmost window For example if the Alexandria Controller window has focus then the controller log is printed Log Out Cmnd Ctrl E This command closes the Alexandria Controller window and disal lows anyone without proper authorization to access the Controller Instead an Alexandria Con troller Login window appears awaiting a correct User Name and Password If a high leve
40. r a certificate will be cre ated This request can be sent to a certificate authority NOTE The PEM format Privacy Enhanced Mail an early standard for securing electronic email the PEM format is not wildly adopted as an internet mail standard Alexandria Controller Users Manual 21 Alexandria Controller Site Information System Preferences Scheduled Events tab The Scheduled Events tab allows you to change the locations where the scheduled events i e reports exports imports and archives for your Data Station s are stored this is not suggested The Scheduled Events tab also allows you to instantly archive all of your hosted Data Stations Web Setting Scheduled Events Scheduled Report Directory C ProgramData Alexandria Controller SupportiScheduled Files Scheduled Export Directory CiProgramDatalAlexandria Controller SupportiScheduled Files Browse Scheduled Import Directory C ProgramData Alexandria Controller Support Scheduled Files Browse Archiving Archive Now Show Archive Folder Current Archive Folder C ProgramData Alexandria Controller Support Archive Browse By default an archive keeps five backups inside the Archive folder which is typically located in your shared Alexandria Controller Support folder Clicking on the Show Archive Folder link will open the directory where all your archived data is stored NOTE When you have multiple Data St
41. references SMTP tab Use the SMTP tab to configure how the Controller communicates with your mail server The SMTP tab will only appear if you dont have the Enable Built in SMTP Services box checked in the Email tab Supply your SMTP Server information Port and if Use Authentication is needed check that box and provide your Log In and Password Also check Use SSL if needed Email SMTP Rules The SMTP server is used for out bound email The Test Server button will send a test email using the following settings Please contact technical support for information about the settings for this mail server Port 25 Use SSL Use Authentication Log In Password Test Server Lasttest This test was not successful Site Email Address The SMTP Server and SMTP Server 2 sections are used for out bound email The Test Server button will send a test email using your provided SMTP settings Please contact COMPanion s Technical Support if you have additional questions about setting up your mail server SMTP Server 1 and 2 This is the TCP IP or DNS address of your mail server Typically this will be mail followed by your domain name You must enter a valid SMTP Server address to use email services Port Supply the port number that your email server uses Use SSL Check this box to use Secure Sockets Layer security protocols Use Authentication Check this box to use authentication with this SMTP server Checking
42. se time zone settings For example if your Control ler runs under pacific daylight time PDE and you re hosting a Data Station on the east coast EST setting the correct time zones for this client will ensure that transactions and other time stamps are recorded to the database at the time they occurred for the Data Station not for the Controller Edit Data Station s Registration This will open the Data Station s Setup Manager window allowing you to update your registration information The Alexandria Controller will require a restart once your registration information has been updated Rebuild Data This selection will rebuild the data files and indexes of the selected highlighted Data Station This can only be selected if the Data Station is currently running NOTE Some of the selections in the Controller menu e g Remove Data Station or Set Data Station s IP Address will appear grayed out and disabled until you have Stopped the selected Data Station from running 1 The Remove Data Station selection is disabled until the selected Data Station you wish to remove has been Stopped 2 This menu selection will only become available after youve Stopped the selected Data Station from running Alexandria Controller User s Manual 17 Alexandria Controller Show Menu Show Menu Use this menu to move between various Controller modules if available Window Window Menu Bring all windows into view 7 ke s
43. so that your original collection information is left untouched The Alexandria Controller is able to work around set file permissions the Controller can copy any application bundle even when it s set to Read only 6 Alexandria Controller Users Manual Installing Alexandria Controller Alexandria Controller Assigning the Data Station an IP Address Unless you ve decided to Share the Controller s IP Address recommended you will need to select a static IP address for every individual Data Station just as you did for the Alexandria Controller before the final importation creation of new data can be implemented see page 5 NOTE pe Once registered the Edit Alexandria Controller Please choose an IP address for the Data Station will automatically share Share Controllers IP Address its IP address with every 192 168 1 49 192 168 1 133 newly added or created 192 168 1 134 Data folder 192 168 1 135 These can be changed independently at any time using the Set Data Station s IP Address menu selection and the Choose from List window Select the desired address for the new Data Station from the Choose from List window and then click OK Otherwise click Cancel to return to the main Alexandria Controller interface window Now that you ve added a new Data Station the first thing you should do is Edit that Data Station s System Preferences via the Web Librarian or Librarian Workstatio
44. t Alexandria Controller File Edit Show Controller Window Help COMPanion 7777084 192 168 1 84 PID 972 O KES COMPanion 6666084 192 168 1 84 PID 4640 ENO COMPanion 5555084 192 168 1 84 PID 4776 C COTE COMPanion 4444084 192 168 1 84 PID 3132 G Archiving RO2B AL6 82 COMPanion 6666084 User at IP address 192 168 1 84 is ready to proceed COMPanion 6666084 Archive has been initiated at Local COMPanion 7777084 Archive has been initiated at Local COMPanion 6666084 Archiving Data at 9 56 am on May 18 2010 COMPanion 7777084 Archiving Data at 9 56 am on May 18 2010 COMPanion 5555084 Archive has been initiated at Local COMPanion 5555084 Archiving Data at 9 56 am on May 18 2010 COMPanion 4444084 Archive has been initiated at Local COMPanion 4444084 Archiving Data at 9 56 am on May 18 2010 rokokko kok You can perform an immediate archive of all your hosted Data Stations by clicking the Archive Now button in the Scheduled Events tab of the Site Information system preferences While an archive or rebuild is taking place on a controlled Data Station its progress is shown on the Controller s interface window as shown above If the Archive folder is removed the Controller will recreate the folder If it can t recreate the folder it will revert back to the standard default location This way your Data Station will always have its archives saved to the correct location
45. t privileges before it launches each Data Station so that it can listen on restricted ports 8 Alexandria Controller User s Manual Installing Client Workstations Installing Client Workstations If an individual Data Station license supports multiple users you can install Alexandria s Researcher and Librarian Workstations clients on other computers over the world wide web Alexandria Controller In order to install clients over the world wide web make sure that you have an Administration User Name and Password set up in the Operators preferences of your selected Data Station Step 1 Step 2 Step 3 ry LETE T Client Installation 1 Click the download link below e Windows Workstation e OSX Workstation Windows Researcher OSX Researcher 2 Pick a location to save the download File Download Do you want to open or save this file Name OSX Librarian zip Type Compressed zipped Folder 19 8MB From Open V Always ask before opening this type of file 1 While files from the Intemet can be useful some files can potentially Q ham your computer If you do not trust the source do not open or save this file What s the risk Make sure that the Data Station from which youd like to install the client is Running i e activated in the Alexandria Controller management list Determine which computer the client will be installed on On that machine open an internet
46. tion s IP Address Set Data Station s Time Zone force this menu to appear Edit Data Station s Registration Rebuild Data Add Data Station T his selection does the same thing as clicking the Add button on the Con troller s main interface window see Adding or Creating Alexandria Data Stations on page 6 Remove Data Station This selection does the same thing as clicking the Remove button on the Controllers main interface window If you have a Data Station selected highlighted in the management list this selection will become available Use caution once you ve removed a Data Station from the Alexandria Controller it can not be restored Set Data Station s IP Address lf you created a new Data Station but had no IP addresses available during its inception the Data Station will still be added to the Controller list However it will share the Controller s IP address until you ve supplied it with its own IP address If you ve decided to set up additional IP addresses using your operating system s network configu ration tools you can use this selection to assign the highlighted selected Data Station one of the newly created IP address see Adding or Creating Alexandria Data Stations on page 6 After the Data Station has been assigned an IP address it is immediately activated Set Data Station s Time Zone The ability to control remote collections from around the world using a single IP address requires preci
47. to the free Alexandria Discussion Group send an E mail to requestselists companioncorp com and type Subscribe Alex Net in the body of the message Trademarks COMPanion Akademus Alexandria eLunchroom Smart MARCQ SmartScan Textbook Tracker MacLunchroom and their associated logos and icons are trademarks of COMPanion Corporation Evelyn Manufacturing Inc or Schjelderup LTD used under license by COMPanion Corporation Apple ImageWriter and LaserWriter are trademarks of Apple Computer Inc Macintosh is a trademark of Apple Computer Inc Windows is a trademark of Microsoft Corporation Other trade names are the property of their respective corporations OpenSSL 1998 2005 The OpenSSL Project All rights reserved This product includes software written by Tim Hudson tjh cryptsoft com This product includes cryptographic software written by Eric Young eay cryptsoft com This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit http www openssl org Select Z39 50 Libraries 1995 2005 Index Data The VBD C classes are copyright 1997 by Douglas M Gaer This software is based in part on the work of the Independent JPEG Group libbzip2 0 1996 2002 Julian R Seward All Rights Reserved expat 1998 1999 Thai Open Source Software Center Ltd Table of Contents S Alexandria Controller rumnassvrnnnnnvnnnnnnnnnnnnnnnnvnnnnnnnnnnnnnnnnnnn
48. troller Operators System Preferences The Operators tab contains a list of users that have been created and assigned the District Administrator security level Operators tab The Operators tab allows you to setup and create any number of Controller operators each with the District Administrator security level Although you can have operators with duplicate security levels you can not have duplicate operator names Operators Require Operators to log in Require password when quitting from the login window Alexandria Operators 1 Security Level District Administrator A This window contains a large Controller Operators field which is basically a list that contains the Name and Security Level i e District Administrator of your existing Alexandria Controller operators you may select highlight any of the operators contained within this field in order to edit their information or remove them completely At the top of the tab there is a box to check for Require Operator Login if you wish to enable security It is highly recommended that passwords and security be used The default setting is passwords security turned off If you also want to require a password when quitting from the Login window check the Require password when quitting from the login window box CC This preference tab also contains the Add Operator Remove Operator and Actions buttons located at
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50. vities that consume invaluable amounts of time Some districts experiment with consolidating servers and software in attempt to reduce their technician s travel time many information technicians prefer Alexandrias Central Union library system because maintaining a program with a single database housed on a single server is preferable to having a server for every database at each library School district administrators are also constantly faced with budgetary shortages Therefore they must make the best use of the funds available for staffing and resources Increased technological demands means increased need for servers computers and technical staff for maintenance School librarians want to provide what is best for the students and staff they serve Within a district the needs of elementary and secondary schools vary greatly the needs of students in an affluent area of a district will differ from those in recognizably impoverished areas In addition librarians feel the autonomy that they have in setting policies and purchasing materials to fit the needs of their school population is crucial in providing the best service possible While administrators may appreciate the benefits of sharing materials and being part of one centralized library system when all system policies and resources are standardized it may actually be a far more inferior method of servicing the needs of their schools Alexandria Controller User s Manual 1 Alexandria
51. web browser e g an Internet Explorer Chrome Firefox or Safari In the browser Address field located in the upper left corner of the window type the IP address of your Alexandria Controlled Data Station followed by install for Win dows users or those running Macintosh OSX or install mac for those running Macintosh OS9 1 If you don t have the correct Java applet installed on your computer in this case Java Plug in 1 3 or higher you will be required to install it before you can download clients Your browser should automatically detect whether you have the correct Java version installed If it does not follow the links and install instructions that the web page provides If your Java plug in is up to date or you have just installed it click the Grant this session button on the Java page to begin your Web Install session Alexandria then allows you to download a Librarian Workstation If your browser is having problems running the Java applet you can use the alternative alt install to download the pre installed client application to your workstation Alexandria Controller User s Manual 9 Alexandria Controller Installing Client Workstations If you are not sure which IP address your Data Station uses it can be located to the right of the Registered To name and Serial Number in the Alexandria Controller manage ment list Test Data Station 3 3333563 baat gery Stopped I
52. within the Controller Clear Clears the selected text or selected list elements Select All Cmnd Ctrl A Selects all the text in the current edit field current word processor document or list Find Cmnd Ctrl F This selection opens the Find window Dependent upon which window has focus Find can be used to locate text in a word processing file Find Again Cmnd Ctrl G Finds the next matching data in the word processor Filter Opens the Filter window which allows you to locate specific information in a COMPedit document Paste From File Allows the user to paste information from a file System Preferences Cmnd Ctrl This selection opens the System Preferences window which is used to customize the Controller to suit your needs see Alexandria Controller System Preferences on page 19 User Preferences Cmnd Ctrl Alt This selection opens the User Preferences window a way of setting local preferences tied to a specific operator Machine Preferences This selection opens the Machine Preferences window where set tings apply to just one computer 16 Alexandria Controller User s Manual Help Menu Alexandria Controller Controller Menu si e e Add Data Station This menu only appears when the main Alexandria Controller interface window has focus You can also GN right click Windows or lt ctrl gt dick Macintosh anywhere on the Controller interface window to Set Data Sta
53. y change any of the operator information fields You will be unable to change or remove the District Administrator security level unless you have an addi tional District Administrator 28 Alexandria Controller User s Manual Email System Preferences Alexandria Controller Email System Preferences P Go to Edit on the menu bar and select System Preferences Cmnd Ctrl L gt lt e Click on the Email icon in the Controller section of the System Preferences window Email tab Use the Email tab to determine whether the Controller should use a built in or external mail service To successfully use built in or external SMTP you must provide a valid Admin Email or Email Address for one of your District Administrators see Operators System Preferences on page 25 Email Rules Ww Enable Built in SMTP Services Test Lasttest This test was not successful Admin Email j doe companioncorp com Enable Built in SMTP Services Check this box if you do not require an external SMTP server to be configured Checking this box will make the SMTP tab inaccessible Test Server Test the Controller s SMTP settings by sending a test email Last Test This field displays the last date time that the test was performed and whether it was successful or not Administrator Address Provide the email address of your District Administrator here Alexandria Controller User s Manual 29 Alexandria Controller Email System P
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