Controller User`s Manual PDF - Library Automation & Management
Contents
1. 0909 Utilities Check for Updates PEETA Get Resources Check for Updates This utility will check for any available Alexandria Controller or D ata Station 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 D ata 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 Get Resources This utility will verify that you have the latest versions of the client resources If any resources are missing or there are new resources available they will be downloaded 36 Alexandria Controller User s Manual What Happens When the Alexandria Controller Timeouts Alexandria Controller What Happens When the Alexandria C ontroller Timeouts T he Alexandria Controller contains advanced M ulti D ata 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 alittle more about what happens when the Alexandria C ontroller quits or times out e Quitting the Alexandria Controller causes all of the D ata Stations to quit N on responsive D ata Stations are forcibly terminated after five seconds with an additional five seconds for each active D ata Station2. 26 Creating A New Security Level 26 Cut 22 Cut Copy and Paste 16 D Data 6 32 35 Data Station 8 10 Data Station s Preferences 6 Default Local 19 Default Security Levels 25 Disable All 28 District 23 24 District Administrator 22 25 Drag and drop 22 Edit 6 14 19 22 27 30 Edit 25 Edit Data Station s Preferences 10 17 Edit Data Station s Preferences 17 Edit Data Station s Registration 17 Edit Menu 16 Edit Name 27 Edit Security Level 25 27 28 Edit User 20 23 Edit Users 23 Editing A New Security Level 27 Enable All 28 F E E 9 1 0D adl U D a eLIpUuRxaTYy Fewer machines saves money 2 File 13 15 30 File Menu 15 Find 16 Find 16 Find Again 16 Firefox 8 G Get Read Me 30 Get Resources 36 Grant this session 9 H Hard Drive 4 11 Hardware and Operating System Requirements 3 Help 14 19 How Archiving Works 33 Installation Summary read this first 4 Installer dmg 4 Alexandria Controller User s Manual v Installer exe 4 Installing Alexandria Controller 3 Installing Client Workstations 8 Internet Explorer 8 J Java 8 9 Java Plug in 1 3 9 L Last Archive 33 Last Rebuild 34 Level 22 Librarian 8 11 23 Librarians retain autonomy 2 Library 11 Library Information Preferences 31 Local 19 Log 13 Log In 21 Log In 31 Login User Name 10 M Manual Installation o
3. T his selection opens the Preferences window Preferences are used to customize the Alexandria Controller to suit your needs see Alexandria Controller Preferences on page 19 16 Alexandria Controller User s Manual The Alexandria Controller Interface Alexandria Controller Controller Menu This menu only appears when the main Alexandria Controller interface window has focus You can also Add Data Station right click Windows or lt ctr1 gt click Macintosh anywhere on the Controller interface window to Remove Data station Set Data Station s IP Address force this menu to appear Edit Data Station s Preferences Add Data Station T his selection does the same thing as clicking the Add button on the Con ae e troller s main interface window see Adding or Creating Alexandria D ata Stations on page 6 Remove Data Station T his selection does the same thing as clicking the Remove button on the Controller s main interface window If you have a D ata Station selected highlighted in the management list this selection will become available U se caution once you ve removed a D ata Station from the Alexandria Controller it can not be restored Set Data Station s IP Address f you created a new Data Station but had no IP addresses available during its inception the D ata Station will still be added to the Controller list H owever it will appear as Stopped until you ve supplied it with a working IP address O nce
4. User s Manual For Macintosh and Windows Copyright Notice 2004 2007 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 December 8th 2006 v5 5 3 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 subscribe to the free Alexandria Discussion Group send an E
5. e When the Alexandria Controller is shutdown Remote Control procedures on the client workstation areignored and anyone working on that workstation will be instantly disconnected Before the Alexandria Controller quits after downloading an update it will forcibly terminate all of the active D ata Stations first e When the Alexandria Controller needs to quit it will timeout after eight seconds with an additional two seconds per active D ata Station e Remote Control is ignored when the Alexandria Controller performs an update checks for updates or performs an archive iWARNING COM Panion recommends that all maintenance to your Alexandria Controller or managed D ata Stations be done after business hours as the Alexandria Controller ignores Remote C ontrol procedures for some actions Alexandria Controller User s Manual 37 Alexandria Controller What Happens When the Alexandria Controller Timeouts 38 Alexandria Controller User s Manual ONY anion COMPanion Corporation 1831 Fort Union Boulevard Salt Lake City Utah 84121 3041 USA www goalexandria com A Solution to the Technology Headache 1 About Alexandria Controller 14 Activating Alexandria Data Sta tions 7 Activating Security 21 Add 6 7 12 13 17 26 27 Add 25 Add Data Station 17 Add User 20 23 Adding or Creating Alexandria Data Stations 6 Adding Users 22 Adding Editing and Removing Custom Security Levels 25 A
6. 23 Security Level Name 26 Security Levels 25 27 Security Tab 24 Select All 22 Select All 16 Self Service 24 Serial Number 5 6 9 Set 35 Set Data Station s IP Address 17 Shared 11 SMTP Server 31 Software Updates 30 Start 7 13 Status 29 Stop 7 13 Stopped 7 17 T TCP Is Active IP address is 9 TECH NOTE 6 Test Server 31 The Alexandria Controller Interface 12 The Controller Log 13 Tools Tips 28 U Undo Typing 16 Update Server Address 29 Updates 30 Updates Tab 29 Use SSL 31 Username 11 21 Users 11 20 23 Users Tab 20 Utilities 18 30 Utilities 15 V Validation Code 5 W Web Install 9 Web Port 80 7 Window 18 Window Menu 18 Workstation 9
7. Add JX Remove i LJ J d PJESE Y d HHUdLESE e LJ cd Your Alexandria Software Subscription expires on 017 0172050 Your Netlink Subscription expires on 017 0172050 COMPanion Developer 5555555 is running COMPanion Developer 6666666 is running COMPanion Developer 7777777 is running COMPanion Developer 4444444 is running User You cannot remove the default security levels 12 06 2006 3 04 pm a You cannot remove the default security levels 12 06 2006 3 12 pm W hen your D ata Station is managed by the Alexandria Controller client workstations will no longer have the ability to directly edit their D ata Station s Archive location Instead this location is Set for all your managed D ata Stations in the Archive preferences of the Controller itself Furthermore when an Alexandria Controlled D ata Station is forced to rebuild on startup it s Data folder is also archived to the location Setin the Controller s Archive preferences If the Archive folder is removed the Controller will recreate the folder If it cant recreate the folder it will revert back to the standard default location T his way your D ata Station will always have its archives saved in the correct location Alexandria Controller User s Manual 35 Alexandria Controller Alexandria Controller Utilities Alexandria Controller Utilities The Controller s Check for Updates utility downloads important updates to your software Check for Updates
8. T his button the red plus icon located in the lower left corner of the Administration preference window opens the Create New Security Level window this window is docu mented on page 26 Remove U sers with the appropriate authority can remove a user created security level by high lighting selecting the level from the Security Levels section of the Administration Sec urity window and clicking the Remove button the red minus icon Users will be asked if they are sure they would like to remove the selected security level click OK to proceed or Cancel to abort the removal U sers will not be able to remove any of the Controller s default starting secu rity levels Edit T his button located on the lower left corner of the Administration preference window opens the Edit Security Level window this window is documented on page 27 NOTE By default only the District Administrator can add custom or edit existing security levels District Administrator Library Administrator Librarian Library Staff Library Aide Student Aide 7 Researcher Self Service Check Out Self Service Bookdrop Alexandria Controller User s Manual 25 Alexandria Controller Administration Preferences Creating A New Security Level T his window which allows users to create their own custom security levels can be accessed by clicking on the Add button the red plus icon located on the lower left corner of the Administration p
9. mechanical or computer related options usually by the operation of a single switch drop down menu or keystroke e g toggled back and forth between two windows on the screen Alexandria Controller User s Manual 27 Alexandria Controller Administration Preferences NOTE If you would like more information on a specific Security permission you can examine thear Tools Tips by holding down the lt ctrl gt Windows or lt options M acintosh key and moving over the permission names You may remove the current security level by clicking on the Remove button the red minus icon Users will be asked if they are sure they would like to remove the selected security level click OK to proceed or Cancel to abort the removal Users will not be able to remove any of the Controller s default starting security levels O nce a security level has been deleted it can not be restored T he blue Enable All icon located in the upper right corner of the window will activate enable all of the permissions for the current security level The red Disable All icon located next to it will disable all of the permissions for the current security level e08e Edit Security Levels New Securit Freferences x Data x Items Circulation item Copies Utilities Patrons Client Messages I Orders Bulletin Board Budgets Tech Support vendors Restart and Quit Subscriptions Authority Control Routes Web Reports import and Export Gene
10. Alexandria Controllef ssssssssseerreesrrnerrrnnrrrnnrrrnsrrnnnrrrnrrrnnrrrenrrrerrres 14 PING IY CINE ssecccestssic can wusersansenneseande E 15 BE EA S E A A E A T N E A 16 Contoller MENU scepsis 17 VVC OW MONU acitsusnnoneanadsucns saa ENEE iE ENESENN AEAEE RAS 18 Alexandria Controller Preferences cccccccsseeeeeeseeeeeeeseeeeeessaneeeeesanaess 19 Administration Preferences cccccsccccccsseecccseseeceeseeeeecesseseeeeseeeeeeesaeeeeess 20 US CUS TA Sige aten eee srectetve segs aca ect cumeencent cose ean cet eotneauncereesestaiecusesueseaeat ans 20 Activating SCCUMILY scssicrssaniaiwsssaduertwisiadeasiedarbanssauscudnausatnbedeasndassivacauananades 21 POC USCIS coaren EE ERS 22 Removing USEF S scvssrcrnenassasnvnnierauiniacindenmasianbernersspieuciiesneteimsdivnennneeimedens 23 FNS Mae a cae sree met coerce esate peat sncesesece casa starcetesseaccaeonst Guscanet 23 SEC UMILY 1A EE AEE EE AEEA AE AE 24 Adding Editing and Removing Custom Security Levels seee 25 Creating A New Security Level ssessssesrneerrnerrrnnrrrunrrrnnrrrnnrrnerrrnnrrreerrns 26 Editing A New Security L VEl ccccccccseessssecsesesecseeeersnesersaeseesaeeeetaneers 27 Cdl CS TaD ee EE EEE E EEE ENSS 29 Performing Software Updates sssssssssrrresrrrnesrrrrnssrrrnerrrrnssrrrensrrrrne 30 Library Information PreferenCes ccccccccssscserssseeesseeeerseeeerseeeeesaneeersnesees 31 Scheduled Events Preferences ssssssrseesrrrrrr
11. Preferences s page 17 and add your administrative level users so that they can remotely install client workstations also if required you can change your D ata Station s available web ports Please refer to the v5 5 Alexandria U r s M anual for more information on creating users and changing ports 1 The Alexandria Controller will not move an existing Data folder Instead a copy of the selected Data folder is made 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 User s Manual Installing Alexandria Controller Alexandria Controller Activating Alexandria Data Stations T he Alexandria Controller has the ability to Startand Stop the individual Alexandria D ata Stations that it manages W hen you Add an existing or Create a new D ata Station they will initially appear as Stopped in the main Controller interface window COMPanion Developer 7777777 192 168 1 49 oe Stopped COMPanion Developer 6666666 192 168 1 135 eo Stopped COMPanion Developer 5555555 192 168 1 133 oe Stopped COMPanion Developer 4444444 192 168 1 134 G Stopped Start W From the list select highlight the D ata Station you would like to activate and click the Start button You are only allowed to activate one D ata Station at a time H owever if the
12. Researcher including two Self Service security levels District Administrator is the least restrictive and allows unlimited access to Alexandria Controller preferences and settings Researcher is the most restrictive security level Alexandria Controller also allows users to create their own custom security levels by manipulating a list of permissions see page 25 for more information on customizing security levds Until you set up a District Administrator user and enable Require User Login Alexandria C ontroller will launch with full administrative privileges An Administrator is the only security level that allows you create new Alexandria Controller users Once you ve established an Administrator if no other security level is selected then Administrator level access will be the default upon launch 24 Alexandria Controller User s Manual Administration Preferences Alexandria Controller Adding Editing and Removing Custom Security Levels Users with the appropriate authority can add edit or remove any of Alexandria Controller s security levels with the exception of the default security levels which can be edited but not renoved or renamed AAM Preferences Users Security Updates Security Levels District Administrator Library Administrator Librarian Library Staff Message Library Aide Student Aide You cannot remove the default security levels Researcher Self Service Check i Self Service Bookdre Add
13. Save Save As Text Save As RTF Save As Revert Utilities Page Setup Print Print to PDF HF dP Alexandria Controller User s Manual 15 Alexandria Controller The Alexandria Controller Interface Undo Typing 2 Can t Redo Z Cut pii Copy C Paste ab V Clear Select All HA Find a6 F Find Again G Faste From File Freferences Ei Edit Menu This menu includes standard editing functions You can cut copy and paste text clear a field select all text and paste from a file Information about commands which are specific to the Alexandria Controller are included below Undo Typing T his command only undoes typing or cut and paste operations in individual fields or in the word processor It does not undo operations from other menus commands and controls Redo Can t Redo An undo for the undo Cut Copy and Paste You can cut copy and paste text from certain fields to others within the Alexandria C ontroller Clear C lears the selected text or selected list elements Select All Selects all the text in the current edit field current word processor document or list Find T his selection opens the Find window D ependant upon which window is open Find can be used to locate specific information or text in a word processing file Find Again Finds the next piece of matching information in a CO M Pedit document Paste From File Allows the user to paste information from arfile Preferences
14. Station uses it can be located to the right of the Registered To name and Serial Number in the Alexandria Controller management list COMPanion Developer 5555555 a aes Ye Running web port 80 If you still have problems locating your IP address please contact your network adminis trator for further assistance If your network administrator is not available feel free to con tact the CO M Panion Technical Support team Step 4 If you performed that step correctly the Alexandria Web Installer page should appear Step 5 If you dont 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 pro vides Step 6 If your Java plug in is up to date or you have just installed it click the Grant this ses sion button on the ava page to begin your Web Install session You are allowed to down load a Windows or M acintosh Workstation Java Plug in Security Warning Do you wantto install and run signed applet distributed by COMPanion Corporation Publisher authenticity verified by COMPanion Corporation A The security certificate was issued by a company that is not trusted a Ti The security certificate has not expired and is still valid C
15. all of the surplus archives oldest archives first after it creates anew automatic archive For example if you have the Archives to Keep preference set to 2 and the Controller has already created two automatic archives in the Alexandria Controller Support gt Archive folder you will be able to add three additional manual archives to the folder equalling five total archives If the Archives to Keep preference is set to 10 and the Controller has already created four automatic archives in the Alexandria Controller Support gt Archive folder you will be able to add six additional manual archives to the folder D uring an automatic archive if the Archives to Keep preference is set to 2 but you have manually created three additional archives the Controller will create a new automatic archive before deleting the three oldest archives in the Alexandria Contoller Support gt Archive folder This way the number of remaining archives will match the value specified in the Archives to Keep preference in this instance two Use the Refresh button to update the dates and times for the Next Scheduled Archive and Last Archive NOTE Archives are not a backup K eeping an offsite backup is highly recommended Archives come in handy when trying to fix a bad import but are entirely useless in the event of a system crash Alexandria Controller User s Manual 33 Alexandria Controller Scheduled Events Preferences Rebuild Tab The Re
16. archive scheduled to take place Thus if the administrator doesnt want to leave their computers running overnight they should change the default time s that the program is set to archive 1 This feature will archive all of your managed and active Data Stations 32 Alexandria Controller User s Manual Scheduled Events Preferences Alexandria Controller How Archiving Works If the Archives To Keep drop down menu is set to anything below four including zero the Archive Now button will keep five manual archives as though the Archive To Keep preference was set to 5 and when a sixth manual archive is requested the Controller will first create a new data archive before removing the oldest archive in the Alexandria Contoller Support gt Archive folder In other words every time you click the Archive Now button the Controller will perform a manual archive even if your Archives To Keep is set to zero H owever if your Archives To Keep preference is set higher than 5 then the Archive Now selection will no longer ignore the Archives To Keep preference in other words manual archives will now be restricted to the specified Archives Keep value T he Alexandria Controller will perform an automatic archive based on the value specified in the Archives To Keep drop down menu Therefore if your Alexandria Contoller Support gt Archive folder contains more archives than the Archives Keep preference states the Controller will remove
17. provides for higher security email transfers it isnot compatible with all email servers Use the COMPanion mail server to send support email C heck this box to usethe COM Panion mail server when sending emails to for example Technical Support Alexandria Controller User s Manual 31 Alexandria Controller Scheduled Events Preferences Scheduled Events Preferences Archive Tab The Archive window allows you to schedule automatic backups of all your valuable Alexandria D ata Station information T his preference keeps three backups inside the Archive folder which is located in your Alexandria Controller Support system folder Clicking on the Open Archive Folder button will open the application support directory where all your archived data is stored a ea Preferences Scheduled Events Pe sun Mon Tue Wed Thur Fri Sat_ ahi ae i hn ile i in ae cn i al hk aba i in in ia an aa i al gogada Other G MA _ Restore From Archive Open Archive Folder When it s time for an archive all information in your Data Station s Data folder is copied to a subdirectory in the Archive folder All services on the D ata Station being archived are disabled Although you can disable the automatic archiving function this is not recommended Your most recent archives combined with your off site backup are invaluable in securing the safety of your library data NOTE The Data Station must be Running when you have the
18. you ve set up additional IP addresses using your operating system s network configuration tools you can use this selection to assign the highlighted selected D ata Station one of the newly created IP address see Adding or Creating Alexandria D ata Stations on page 6 If only one IP address is available the Controller will automatically skip the Choose from List window and assign the last remaining IP to an addressless D ata Station After the D ata Station has been assigned an IP address it is immediately activated Edit Data Station s Preferences T he Alexandria Controller is allowed to edit the preferences of every Data Station it manages After a Data Station is up and Running in the Controller s management list you may choose to remotely edit all of that D ata Station s Preferences T he Controller will ignore the D ata Station s auto save settings when it s preferences are being edited Because Alexandria D ata Station preferences are too abundant to mention here please refer to the v5 5 Alexandria U r s M anual preference chapters for complete and detailed descriptions Edit Data Station s Registration 1 his will open the Data Station s Registration window allowing you to update your registration information The Alexandria Controller will require a restart once your registration information has been updated NOTE Some of the selections in the Controller menu e g Remove Data Station or Edit Data Station
19. Alexandria Controller User s Manual 11 Alexandria Controller The Alexandria Controller Interface The Alexandria Controller Interface N ow that you ve added all of your managed D ata Stations and installed all of your client workstations the Alexandria Controller is fully operational and ready to go N ow let s delve a little deeper into some of the more technical details of the C ontroller and its interface DAA Alexandria Controller COMPanion Developer v5 5 2 3b1 COMPanion Developer 7777777 192 168 1 134 oe Running COMPanion Developer 6666666 192 166 1 135 Go Running COMPanion Developer 8888888 192 168 1 133 san stop NN Add Si Remove d KEJE ELI E S L L d J dY adlade J FE UUUd LE Er Ver Win Librarian Requested resource was not available from the Update Server Installed data folder at Users Shared Library Application Support Alexandra Support Data Folders rrr rrr COMPanion Developer 777777 is running COMPanion Developer 7777777 has stopped running Installed data folder at Users Shared Library Application Support Alexandra Support Data Folders 6666666 COMPanion Developer 777777 is running Installed data folder at Users Shared Library Application Support Alexandria Support Data Folders 88686866866 COMPanion Developer 8888888 is running COMPanion Developer 6666666 is running The main Controller interface window is easily broken down into two distinct sect
20. Alexandria Controller is shut down and then restarted all of the individual D ata Stations will be automatically activated If for some reason one of your D ata Stations fails to auto start on launch 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 COMPanion Developer 7777777 192 168 1 49 COMPanion Developer 6666666 192 168 1 135 COMPanion Developer 5555555 192 168 1 133 COMPanion Developer 4444444 192 168 1 134 oe Running web port 80 At this point an activated D ata Station is broadcasting awaiting web connections on Web Port 80 s as default and ready to communicate with your Alexandria client workstations NOTE As stated on the previous page the very first thing you should do after adding and activating a new Data Station is edit their essential Preferences se page 17 Please refer to the v5 5 Alexandria U s s M anual for detailed preference information 1 This can be overridden if you hold down the lt shift gt key while launching the Alexandria Controller 2 T he Alexandria Controller acquires root privileges before it launches each D ata Station so that it can listen on restricted ports Alexandria Controller User s Manual 7 Alexandria Controller Installing Client Worksta
21. Controller Product Codes AC Serial Number 1234567 2 2 ti i SOSOSOS SCS Validation Code 123456789 el After the successful entry of your registration codes you will be presented with Alexandria C ontroller s user interface documented on page 12 NOTE T he first time that you launch the Alexandria Controller a series of progress bars will appear at the bottom 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 you are ready to import existing or create brand new data collections Alexandria Controller User s Manual 5 Alexandria Controller TEC H NOTE Alexandria C ontroller creates a new acf filein the Client Applications folder for each new D ata Station you add W hen aD ata Station s P address is changed it s act files are ri NOTE O nce registered the Alexandria Controller will omit its own IP address from the Choose from List window asa viable option Installing Alexandria Controller Adding or Creating Alexandria Data Stations T here are two methods available for importing an existing Alexandria D ata folder into the Controller gt Eh Ei FAFAFA Message r ET Add an existing Data folder or create a new one a Cancel First you may drag and drop an existing D ata Station s Dat
22. Controller Log T he bottom half of the main interface window contains the controller log T he controller log captures and stores all pertinent Controller information including when each D ata Station is stopped or started and any special operations e g archive or rebuild that have been performed oA e Alexandria Controller TEP is Active IP address is Attempting to contact update server at updateserver companioncorp com Attempting to download missing Macintosh researcher resources from the update server Attempting to download missing Windows researcher resources from the update server Attempting to download missing Windows librarian resources from the update server Your Alexandria Software Subscription expires on 0170172030 Your Netlink Subscription expires on 01 01 2030 05X Researcher Requested resource was not available from the Update Server Win Researcher Requested resource was not available from the Update Server 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 The Alexandria Controller Interface Alexandria Controller About Alexandria Controller Preferences d Services p Hide Alexandria Controller H Hide Others WEH Show All Quit Alexandria Cont
23. a 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 D ata folder or creating anew one If you choose to Add an existing D ata 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 1 If you choose to Create a new Data folder set from scratch you must be prepared to complete the required registration information for the newly created D ata Station Attempting to add a D ata set whose Serial Number already matches that of a D ata Station managed by the Controller will cause a warning message to appear Before the final importation creation of new data can be implemented you will need to select a static IP address for every individual D ata Station just as you did for the Alexandria C ontroller see page 5 Eh fy Eh FA FA F Choose from List Please choose an IP address for the Data Station 192 168 1 49 192 168 1 133 192 168 1 134 192 168 1 135 ik r Default Gorm 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 N ow that you ve added a new Data Station the first thing you should do is Edit that Data Station s
24. an or Aide you will be unable to remove the District Administrator unless you have another existing District Administrator Edit Users You may edit the username password email address and security level of any existing Alexandria Controller user To edit an existing user s information double click on a user s name in the Alexandria Users field Alternately you may select highlight the user s name from the Alexandria Users field and click the Edit User button located at the bottom left hand side of the window D oing this opens the Edit User window similar to the Add User window described on page 22 using this window you may change any of the user information fields Alexandria Controller User s Manual 23 Alexandria Controller Administration Preferences NOTE U sernames and passwords are not case sensitive Security Tab The options contained on the Securty tab of the Administration preference window allow an administrator to modify existing or create custom security levels for Alexandria Controller users A user s security level determines what Alexandria Controller operations the user is allowed to perform aoe Preferences EASA lt tac is District Administrator Library Administrator Librarian Library Staff Library Aide Student Aide Researcher Self Service Check Out Self Service Bookdrop T he Alexandria C ontroller comes standard with several default security levels from District Administrator to
25. aution COMPanion Corporation asserts that this content is safe You should only installwiew this content if you trust COMPanion Corporation to make that assertion Grant this session Deny Grant always View Certificate Alexandria Controller User s Manual 9 Alexandria Controller Installing Client Workstations Step 7 A pop up dialog box will require you to input your Login User Name and Password Your user name and password are the same as those that are found on the Administration preferences window of your Alexandria Controlled Data Station see note in margin NOTE T he very first thing you should have done after adding a new Data Station to the Controller is to use the Edit Data Station s Preferences see page 17 menu selection to add your Step 8 administrative level users The client application will be downloaded to your machine After it has finished down loading an Alexandria folder will appear on your operating system desktop with the Please refer to the v5 5 appropriate application files inside this folder can be moved anywhere on your machine Alexandria U ses M anual it s only downloaded to the desktop to make it easier to find for more information on creating users Alexandria Web Installer Microsoft Internet Explorer File Edit View Favorites Tools Help sek ed x a Search We Fovorte rz http 123 456 78 910 install 2 Applet alexweb
26. 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 Controller T his section will help guide you through the Alexandria Controller installation process M ake 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 COM Panion 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 T he Alexandria Controller has been developed to work under both Windows and M acintosh 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 H ere are the minimal hardware and operating systen requirements for an Alexandria Controller System Requirements for Alexandria Controller Minima Rome Mac OS 10 4 Windows 2000 M ac OS 10 4 Server Windows 20003 Server G5 or X86 Dual Processor C ore G5 or X86 Dual Processor C ore 2GB of RAM 4GB of RAM or more 20GB of freeH D 100 000 Items 20GB of freeH D space 100 000 Items TCP IP Network TCP IP Network Alexandria Contro
27. build tab allows you to schedule automatic rebuilds for all of your managed D ata Stations The Rebuild tab will show the date of your next scheduled rebuild and also display the date of your last automatic or manual rebuild Preferences 8 3 is Archive and Rebuild Global e a weeks IF sun Mon Tue Wed Thur Pri Sat etalelsfa s e 7 els iofa etil2 3fa s e 7 els fiji ror a7 37 Refresh Use the Refresh button to update the dates and times for the Next Scheduled Rebuild and Last Rebuild 34 Alexandria Controller User s Manual Scheduled Events Preferences Alexandria Controller Archiving and Rebuilding with Alexandria Controller Using the Alexandria Controller you can schedule archives and rebuilds for all your managed Data Stations T he actual rebuilds and archives however are performed individually by each D ata Station While an archive or rebuild is taking place on a controlled D ata Station it s progress is shown on the Controller s interface window AAA Alexandria Controller COMPanion Developer v5 5 2 3fc2 COMPanion Developer 6666666 192 168 1 135 oO Archiving Data COMPanion Developer 5555555 192 168 1 134 w Archiving AO8 ALX 15 of 101 COMPanion Developer 4444444 192 168 1 49 oO Archiving Data COMPanion Developer 7777777 192 168 1 133 0 E Archiving A02Z5 ALX 4 of 101 COMPanion Developer 1234567 G Stopped start_stop
28. ddress 8 Administration 8 10 20 24 25 Administration Preferences 20 Administration User Name 8 Administration Users 21 Administrator 11 22 24 Aide 23 Alexandria 10 11 Alexandria Controller 1 4 14 18 Alexandria Controller Communi cation Systems 3 Alexandria Controller Log In 21 Alexandria Controller Preferenc es 19 Alexandria Controller Support 11 13 32 33 Alexandria Controller Utilities 36 Alexandria Controller Help Menu 14 Alexandria Help 14 Alexandria Users 20 23 Alexandria Web Installer 9 All Permissions Off 26 All Permissions On 26 Application Controller Support 11 Archive 32 33 35 36 Archive Now 33 Archive Tab 32 Archive To Keep 33 Archives To Keep 33 Archives to Keep 33 Archiving and Rebuilding with Al exandria Controller 35 Assigning the Controller an IP Ad dress 5 Automatically Check for Program Updates 29 Automatically Download Missing Resources 29 Based On 26 Bring all windows into view 18 C Cancel 6 13 25 28 Categories 28 Check for Program Updates Now 29 Check For Updates 30 Check for Updates 29 36 Check Resource Configuration Now 29 Choose from List 5 6 Clear 16 Client Applications 6 11 Close All 15 Close Window 15 Controller 11 12 17 Controller Help 14 Controller log 21 Controller Menu 17 Copy 22 Create 6 7 13 Create New Security Level 27 Create New Security Level 25
29. e Technology Headache essssssssrseesrrrnesrrrresrrrresrrrresrrns 1 0 Welcome to the Alexandria Controller cccccccesecsseeeerseeereeeseesneesesaeess 2 r Installing Alexandria Controller eccriene 3 r Oaa Hardware and Operating System Requirements ccccccseseseeeeeeeeeeeeees 3 m pat Alexandria Controller COMMUNICATION SYSTEMS cccseeeeeceseeeeeeeeneeeeees 3 D pt o Installation Summary read this first 4 se Assigning the Controller an IP ACreSS cccccssesecsseseeseeeeereeeesaeesersneees 5 Registering the COntroller ccccccscccssseccsseeeceseeeeseeseeeaeeesaeseersnesersaeeeerags 5 Adding or Creating Alexandria Data Stations ccccecsseseersseserseeeersnesees 6 Activating Alexandria Data Stations ccccccccscsssscrssseeerseeersaeeeesaeseeraeseees 7 Installing Client Workstations sesssessssssrreesrreerrrnnrrrnnrrrnnrrenrrrnerrrrerrrrerrne 8 Manual Installation of Client Workstations cccccccssseeseeeeseeeeeseneeeeees 11 The Alexandria Controller Interface essssssssrrnessrrnessrrrnrrrrresrrrresrrrressrns 12 TING COMMONS IO Cl ciiceniea nnan EA A 13 Alexandria Controller Help M nu c cccsccssseeersseseeseeeersneeeesenesersneseteaees 14 About Alexandria Controller cccccccccscecccsssseceeseneeeeesseeseeesaneseeseaeeeees 14 le Man Cla NCI e A E E E A E 14 Open Release Notes cccccccsssseecccssseececeeeeeeeeeeeeeeeseeseessaeaeeeesaeeeeessseaes 14 Quit
30. e 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 activities that consume unbounded amounts of time Some districts experiment with consolidating servers and software in attempt to reduce their technician s travel time M any information technicians prefer Alexandria s Central U nion library system because maintaining a program with a single database housed on a single server is preferable to having one server for every database for 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 that they serve Within a district the needs of elementary and secondary schools vary greatly T he needs of students in an affluent area of a district will differ from those in recognized lower income 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 librarians can appreciate the benefits of sharing materials and being part of one cent
31. em s network configurations Step 2 D ownload the most current version of the Alexandria Controller www goalexandria com COM Panion s Technical Support staff recommends that this file be saved to your operating system desktop Step 3 Run the Alexandria Controller installer by double clicking on the Installer exe executable Windows or the Installer dmg disk image M acintosh To proceed with the installation of the Controller follow the on screen prompts and accept the terms of the CO M Panion Corporation Electronic End User License Agreement Step 4 After completing the installation close the installer application if applicable and launch the Alexandria Contoller by doubleclicking 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 Windows the Alexandria Controller executable will be located by default at Hard Drive typically C gt Program Files gt Alexandria Contoller On Macintosh the Alexandria Controller application package can be found at Hard Drive gt Alexandria Controller M ake sure that any other COM Panion software applications that may be running on this machine e g Textbook Tracker eLunchroom have been shut down before attempting to run the Alexandria Controller 1 If you are inexperienced with TCP IP protocols please have your Information Systems Technician or Information Technic
32. ences that your Alexandria ea ele ee Controller manages the actual Controller also contains some preferences of its own H owever these C SSSR preferences are limited to just a few panes containing globally based settings au as opy T he Alexandria Controller s Preferences are used to customize security settings email information and Paste 3V scheduled events for all managed D ata Stations em a 009e Preferences Find F Administration Find Again G Faste From File Preferences H The top portion of every preference window consists of a drop down menu and two standard Alexandria Controller buttons The drop down menu on the left is the Preference selection menu Use this menu to shuffle through Alexandria Controller s various preference windows For more information on an individual Controller preference window please review its corresponding section in this document On the far top right of every preference window are two Alexandria Controller standard buttons T he first button is a preference specific Restore Revert button T his button will restore the Alexandria C ontroller preference windows to its original settings reinstating any information or fields that were supplied via registration codes T he second button is the Alexandria Controller standard Help button T he sections that follow will describe in detail each preference window and then demonstrate how to use them To set up or change Alexandria Con
33. f Client Worksta tions 11 Maximum Simultaneous Client Up dates 29 Minimum 3 Multi Data Station technology saves time 2 Name 20 23 New Document 15 Next Scheduled Archive 33 Next Scheduled Rebuild 34 O OK 5 6 23 25 28 Open 15 Open Archive Folder 32 Open Release Notes 14 p Page Setup 15 Password 8 10 11 21 Password 31 Paste and Copy User Picture 22 Paste From File 16 vi Alexandria Controller User s Manual Paste Patron Picture 22 Performing Software Updates 30 Permission Override 21 Preference 19 Preferences 7 16 19 30 Preferences 16 Print 13 Print 15 Print to PDF 15 Product Codes 5 Products 30 Program Files 4 11 Q Query 27 Quit 21 Quit Alexandria Controller 14 Quit Exit Alexandria 15 R Read only 6 Rebuild 34 Rebuild Tab 34 Recommended 3 Redo Can t Redo 16 Refresh 33 34 Registered To 5 9 Registering the Controller 5 Registration 17 Remote Control 37 Remove 12 17 25 28 Remove 25 Remove Data Station 17 Remove Data Station 17 Remove User 20 23 Removing Users 23 Require Password to Quit From Log In Window 21 Require User Login 21 24 Researcher 8 11 24 Reset 29 Restore 19 Revert 19 28 Revert 15 Running 7 8 17 32 S Safari 8 Save 28 Save 15 Save As 15 Save As RTF 15 Save As Text 15 Scheduled Events Preferences 32 Security 20 24 27 Security Level 20
34. ian 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 2 These files will most commonly be called Alexandria Controller Installer exe and Alexandria Controller Installer dmg 4 Alexandria Controller User s Manual Installing Alexandria Controller Alexandria Controller Assigning the Controller an IP Address The first time you launch the Alexandria Controller you will be asked to select the IP address that you wish the Controller to permanently use AAR Choose from List 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 1 135 209 210 70 151 Select the desired address from the Choose from List window and then click OK Registering the Controller 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 Language English H Please enter your registration information in the spaces provided This information is printed on the registration letter you received with your product Press the TAB keyto move between fields Registered To Alexandria
35. install 4lexWebInstall started i i Internet 10 Alexandria Controller User s Manual Installing Client Workstations Alexandria Controller Manual Installation of Client Workstations Alternately Researcher and Librarian workstations can be Installed manually by moving a copy of the client application to a permanent location on the hard disk drive of the machine where it is to be installed T hese 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 Alexandria Contoller Support On a Windows machine the shared application folder should be kept here Hard Drive typically C gt Program Files gt Alexandria Contoller You can locate the Librarian and Researcherworkstation installers in the Client Applications folder Be sure to copy the entire folder for each client you wish to install ane T Client Applications ese u Q Network i a Disk LS E A Desktop Macintosh LWS Macintosh RWS f turtleforsythe as Applications n a o b Documents 2 Ss is Movies Windows RWS Windows LWS 6 Music a Pictures A items 207 08 CB available NOTE When a Data Station is running under the Alexandria Controller be aware that you will need an Administrator Usemame and Password when installing or configuring new client workstations
36. ions The top half of the main Controller window contains your list of managed Data Stations This list contains information about which D ata Stations are active or stopped their names serial numbers IP address and port numbers T he list of managed D ata Stations can be rearranged and reordered by selecting highlighting the desired D ata Station and dragging it above or below other existing D ata Stations You may right click Windows or lt ctr1 gt click M acintosh on any D ata Station in this list to open the Contoller menu se Controlle M enu on page 17 for more information The Controller menu allows you to Add or Remove a D ata Station assign an IP address or edit the D ata Station s preferences 12 Alexandria Controller User s Manual The Alexandria Controller Interface Alexandria Controller If you select highlight a specific D ata Station from the list it will turn blue allowing you to use the Start button to activate the D ata Station if it is stopped or use the Stop button to deactivate a Data Station if it is running Start gt 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 anew D ata folder or Create anew one If you wish to do neither click Cancel For more information on importing or creating new Data Stations please review Adding or Creating Alexandria D ata Stations on page 6 The
37. ller Communication Systems T he Alexandria Controller requires TCP IP to communicate between managed D ata Stations and their clients iWARNING The address for each Alexandria D ata Station cannot be dynamically allocated and must have a fixed TCP IP address 1 D uring instruction CO M Panion assumes that you have a basic working knowledge of your computer s operating system Alexandria Controller User s Manual 3 Alexandria C ontroller Installing Alexandria Controller Installation Summary read this first M ake 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 Step 1 Before you run the Alexandria Controller you will need 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 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 M acintosh these settings can be located and configured from your N etwork system preferences T he Alexandria Controller does not need to be restarted in order to find IP addresses that were newly added using your operating syst
38. mail to requests lists companioncorp com and type Subscribe Alex Net in the body of the message Trademarks COMPanion Akademus Alexandria eLunchroom SmartMARC 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 739 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 1996 2002 Julian R Seward All Rights Reserved expat 1998 1999 Thai Open Source Software Center Ltd Table of Contents ez s i J 4 Alexandria Controller sssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 1 I R A Solution to th
39. ng system clipboard this is usually done with com mands such as SelectAll Copy and Cutunder the Edit menu in the program Go back to the Controller s Add User window and choose Paste Patron Picture by right clicking or ctrl click ing using aone button mouse in the patron picture field T he picture should now appear in the area located to the right of information fields 1 If you choose a username that is already in use the Controller will ask you to choose another 2 Passwords are not case sensitive Upper and lowercase characters match Although you may leave the Password field blank meaning that a user requires no password upon Log In it is strongly recommended that this is not done 3 Windows users are required to have Apple s QuickTime installed to view some picture formats 22 Alexandria Controller User s Manual Administration Preferences Alexandria Controller W hen you click the OK button the new user Name and Security Level will appear in the Alexandria Users field of the Users tab eoe Preferences Administration Users Security Updates Library Administrator i Library Administrator Librarian Librarian Removing Users To remove an Alexandria Controller operator select highlight the usr Name from the Alexandria Users field and click the Remove User button the red minus icon If you have Alexandria Users with security levels other than Administrator e g Librari
40. nts will be placed in a queue while other clients finish updating Alexandria Controller User s Manual 29 Alexandria Controller Administration Preferences NOTE M ake sure to read the Read M e file thoroughly for important information regarding the update Performing Software Updates T here are two ways you can perform software updates from within the Alexandria Controller If you have an internet connection you can check for Alexandria Controller updates using CO M Panion s Update Server If you select File Utilities Check For Updates and an update is available a description of the update is shown under the Get Read Me 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 an easier method is to use the Updates tab in the Administration preference window under Edit Preferences You can also download the newest COM Panion and Alexandria Controller software updates from the official website www 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 lette
41. r CO M Panion 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 COM Panion via email or Tech Support at 800 347 4942 and request that an Alexandria Controller Update CD ROM be sent to your location 30 Alexandria Controller User s Manual Library Information Preferences Alexandria Controller Library Information Preferences U se these preferences to configure technical district email information Library Information Tab Email notifications are sent to all District Administrators who have supplied email addresses If for some reason a D ata Station unexpectedly stops running the Alexandria Controller will send an email notice to all of the D istrict Administrators i 600o Preferences Library Information Hj SMTP Server T his is the TCP IP or DNS address of your library s mail server Typically this will be mail followed by your domain name You must enter a valid SM T P Server address to use email services D efault is blank Test Server T his button tests the SM T P mail server by sending a test email Log In Enter the log in or user identification for the email sever Password Enter the password for the email server Use SSL Short for Secure Sockets Layer check this box if you would like to apply another pro tocol for transmitting data securely over the World Wide Web While SSL
42. ral Alexandria Controller security permissions are categorized and compartmentalized into groups of similar permissions You may toggle between these categories of permissions using the Categories drop down menus and tabs provided in the Edit Security Level window By clicking on the checkboxes contained within the tabs and menus of the Edit Security Level window you can enable or disable specific security permissions for the existing security level When you have finished editing all of your security permissions click Save to keep your changes or Revert to discard them You will be required to Save or Revert before toggling between any other security levels or closing the Edit Security Level window 1 In technical terms toggle means to alternate between two or more electronic mechanical or computer related options usually by the operation of a single switch drop down menu or keystroke e g toggled back and forth between two windows on the screen 28 Alexandria Controller User s Manual Administration Preferences Alexandria Controller Updates Tab T he Alexandria Controller can be updated automatically over the World W ide Web BOA Preferences Administration aa Users Security Updates Check for Program Updates Now E Check Resource Configuration Now Automatically Check for Program Updates f this box is checked the Controller will automatically check for product updates on start up If newer ve
43. ralized library systen when all 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 Controller Welcome to the Alexandria Controller Now with the Alexandria Controller the technical staff district administrators and librarians can have a system that meets all of their collective needs Mult Data Station technology saves time Running numerous D ata 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 D ata Stations can be housed on a single server T his server may be located in a district loca tion rather than a school T his enables the technical staff to have easy access to the server and to save travel time as well as the maintenance time required when multiple servers are needed Fewer machines saves 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 Libranans 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 etcetera will be made on the local level for a better more individualized service Each collection is completely autonomous and will
44. reference window s Security tab ee Create New Security Level All Permissions On All Permissions Off District Administrator Library Administrator Librarian Library Staff Library Aide Student Aide Researcher Self Service Check Out Self Service Bookdrop If you would like to create a new security level based on an existing security level and its list of enabled and disabled security options select highlight the security level that you would like to have duplicated from the Based On field enter anew Security Level Name and click the OK button You may also choose to create a new security level that isn t based on any that currently exist in your system In this instance you would want to choose All Permissions On or All Permissions Off from the Based On field some users will find it easier to have all of their security options enabled or disabled when creating a new security level from scratch After you have successfully created duplicated a new security level using the Create New Security Level window it will appear in the Security Levels field of the Administration preference window s Security tab From this point on you may treat the newly created duplicated security level as you would any existing security level it may be edited it s name changed or it may be completely renoved from the system 26 Alexandria Controller User s Manual Administration Preferences Alexandria Controller Editing A Ne
45. rerrrrrrrssrrrrrreessrrrrreernns 32 Alexandria Controller User s Manual ili Table of Contents ACIE De 0 eee eee ee ae ne tt ee ee ne NO enor eR nT NR ee me re aa 32 HOW ArcCNIVINO WOTKS acta atc nate ue eth red aa A 33 REDUIG TaD aanmanen nr a pen atte ees eso ee Re ne a ee 34 Archiving and Rebuilding with Alexandria Controller esseere 35 Alexandria Controller Utilities oo cccccccccccceceeeeeeeeeeeeeeeeeeeseeeeeeeeaseaeeaeeneeens 36 CHECK TOM UD Gate sanea nes relat eeeptnet eens A 36 Check ior Updo 2 are error ie ee ane er en en oe eer 36 GST RCS OU CS uniana eee eee cua acta see een ee ene 36 When the Alexandria Controller Timeouts ccce 37 iv Alexandria Controller User s Manual Alexandria Controller 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 C ontroller anew model based on M ulti D ata Station technology provides yet another solution continuing to make Alexandria the perfect system to fit everyone s needs E E 9 TSC a dlt U D gt LVIpupy A Solution To A Technological Headache M ulti D ata 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 D istrict information technicians ar
46. roller 0 Help Alexandria Help Open Release Notes Alexandria Controller Menus The Alexandria Controller menus follow operating system standards for M acintosh and Windows For example the File and Edit menus in Alexandria Controller are very similar to the File and Edit menus in other applications Additional menus have purposes specifically related to D ata Station management Alexandria Controller Help Menu If you are using M acintosh there is an Alexandria Contoller drop down menu that contains the About Alexandria Contoller and Quit Alexandria Controller selections T here is also a Help menu that contains Alexandria Help and Open Release Notes selections On Windows all these selections are located under the Help menu About Alexandria Controller Shows copyright and version information Alexandria Help If the Contoller Help documents are installed on your system this menu selection opens them Open Release Notes If the Alexandria Controller release notes are available this menu selection will display them Quit Alexandria Controller Q uits the Alexandria Controller program 14 Alexandria Controller User s Manual The Alexandria Controller Interface File Menu T he Alexandria Controller File menu provides the following selections New Document 0 pens a new COM Pedit document CO M Pedit is the Alexandria C ontrol ler s integrated word processor Open O pens the standard operating system explorer windo
47. rsions of the program are available an entry will be placed in thelog You can also download updates via the Check for Updates utility Automatically Download Missing Resourc es f this box is checked the Controller will automatically verify on start up that you have the latest versions of the client resources Status entries will be placed in the log and if any resources are missing they will be automatically downloaded Check for Program Updates Now Clicking this button will immediately check for available Alexandria C ontroller updates from the update server If they are available you can download them Check Resource Configuration Now C licking this button will immediately check your Alexandria Controller installation for any missing resources If you are missing resources you can download them Status T his will display a status report of update and resource information It will not download any resources or updates or modify your configuration in any way 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 C ontroller is restarted Maximum Simultaneous Client Updates T his allows you to limit the number of connected clients that may download updates The remaining clie
48. s Preferences will appear grayed out and disabled until you have Stopped the selected D ata Station from running 1 The Remove Data Station selection is disabled until the selected D ata Station you wish to renove has been Stopped 2 T his menu selection will only become available after you ve Stopped the selected D ata Station from running Alexandria Controller User s Manual 17 Alexandria Controller The Alexandria Controller Interface Show Menu Alexandria Controller f f U se this menu to move between various Controller modules if available Window Menu Bring all windows into view As you open new windows in the Alexandria C ontroller the Window menu will display a list of v Alexandria Controller all currently active windows T he example Window menu in the margin shows that the Alexan m dria Contoller window is open and active and the Preferences and Utilities windows are also Utilities open To choose a window select it from this menu T he 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 W hen you close a window it is removed from this menu 18 Alexandria Controller User s Manual Alexandria Controller Preferences Alexandria Controller Alexandria Controller Preferences Although you re required to make changes to the individual D ata Station prefer
49. tions Installing Client Workstations If an individual D ata Station license supports multiple users you can install Alexandrias Researcher and Librarian clients on remote computers over the World Wide Web 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 Administration preferences of your selected D ata Station You must also have the latest Java applet installed on your computer If you don t the following steps will instruct you on download and installation procedures Step 1 M ake sure that the Data Station from which you d like to install the client is Running i e activated in the Alexandria Controller management list Step 2 O pen an internet web browser e g an Intemet Explorer Firefox or Safari web browsing window on the machine where the client is to be installed Step 3 In the browser s Address field located in the upper left corner of the window type the IP address of your Alexandria Controlled Data Station followed by instal1 Alexandria Web Installer Microsoft Internet Explorer File Edit View Favorites Tools Help Address http 192 168 1 133finstall Alexandria Premier Library Automation for Mac and Windows Windows Librarian Install E Internet 8 Alexandria Controller User s Manual Installing Client Workstations Alexandria Controller If you are unsure which IP address your D ata
50. troller User s Manual 21 Alexandria Controller Administration Preferences Adding Users Click the Add User button the red icon or use lt cmnd N gt M acintosh or lt ctr1 N gt WIndows to add a new user to the Controller The Add User window will appear requesting that you provide specific new user Information AOSA Add User Mew User Researcher anam Paste Patron Picture Copy Patron Picture Remove Patron Picture Change Window Color Load Default Color Enter the username a password 2 confirmation password email address security Level for the new user If you have not previously created any users the Level drop down menu will be set to District Administrator and you will be unable to change it O nce you have created a District Administrator you can add other new users with access levels other than Administrator If you would like to add an user s picture at this time you can import a GIF BMB PIC JPG or any other standard image file here are some ways that you can do this Drag and drop O pen the picture with your system s default picture viewer D rag the graphic from the desktop or program onto the Controller s Add User window 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 User Picture gt O pen the picture with your system s default picture viewer Select the graphic and copy it to your operati
51. troller preferences you must first activate the Preferences window from the Edit menu You may also use the ctr1 Windows or cmnd Macintosh shortcut command O nce the Preferences window appears click on the drop down menu in the upper left corner of the window to view your available preferences NOTE Since the Alexandria Controller and Web Router only contain global based preferences they will not show Local Default Local drop down menus Alexandria Controller User s Manual 19 Alexandria Controller Administration Preferences Administration Preferences Set up Alexandria Controller users and access levels activate passwords Users Tab T he Users tab of the Administration preference window allows you to setup and create any number of Alexandria Controller users each with their own unique or identical security level Although you may have users with duplicate security levels you can not have duplicate user names eee Preferences Administration This window contains a large Alexandria Users field which is basically a list that contains the Name and Security Level s of your existing Alexandria Controller users you may select highlight any of the users contained within this field in order to edit their information or remove them completely This preference tab also contains the Add User Remove User and Edit User buttons located at the bottom left corner of the
52. w Security Level T his window which allows users to edit an existing custom or default security level can be accessed by selecting highlighting one of the Security Levels on the Security tab of the Administration preference window and then by clicking on the Edit button located in the lower left corner O8 Edit Security Levels Student Aide b OB P Users SecurityLevels Address Books Other You may toggle between any of the C ontroller s existing security levels using the drop down menu located at the top left corner of the Edit Security Level window You can use this drop down menu as a quick reference to see how other security levels operate or to quickly change a specific permission on several different security levels You may edit the name of the current security level by clicking on the Edit Name button the blue a icon Doing so will open the Query window shown below Input the new security level name and click OK when you are satisfied with your changes U sers will be unable to change the names of the C ontroller s default starting security levels and each security level name mus be unique 60 6 Query You may add anew security level from the Edit Security Level window by clicking on the Add button the red plus icon This button opens the Create New Security Level window this window is documented on page 26 1 In technical terms toggle means to alternate between two or more electronic
53. w 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 COM Pedit documents TEXT documents and other files for viewing Close Window C loses the top window Close All C loses all windows except for the main Controller interface window Save W hen enabled saves the contents of the top window Save As Text Saves a copy of the currently visible CO M Pedit document asa TEXT file Save As RIF Saves a copy of the currently visible document in a rich text format Save As Allows you to save vwp documents to specific locations on your hard drive Revert C hanges made to the current document are discarded and the original document is dis played in the CO M Pedit word processor Utilities U tilities are used to check for updates and download the newest resources for your Alexandria Controller see Alexandria Controller Utilities on page 36 Page Setup O perating system standard function that sets the page up for printing Print Prints the contents of the CO M Pedit window or any other window that has focus Print to PDF T his allows you to save any finished reports or CO M Pedit documents as Adobe PDF files M acintosh only 1 An RTF file is basically just an ASCII file with special commands to indicate formatting information such as fonts and margins Alexandria Controller New Document Open Close Window Close All
54. window these buttons allow you to create remove and edit Alexandria Controller users T he subsequent pages will further detail the usage of these buttons 1 1 For more information on Securty please see Activating Security on page 21 20 Alexandria Controller User s Manual Administration Preferences Alexandria Controller Activating Security Check the Require User Login box on the Administration Users preference window to activate the Controller s Log In security W hen this box is checked the Alexandria Controller will require a username and optional password every time that the program is launched Even if you havent yet logged in the Alexandria Controller will be running from the moment you see the Alexandria Log In window all D ata Stations will have already been activated FS FY FY Alexandria Log In Username Password Use the Require Password to Quit From Log In Window checkbox to force users to provide an acceptable password when attempting to Quitfrom the Log In window W hen the Alexandria Controller Log In window appears enter the appropriate Usemame and optional Password and click Log In to access the Alexandria C ontroller The username that you enter during log in will be recorded to the Controller log as well as any failed login attempts 1 If a password was not supplied when creating a new user in the Add User window page 22 then this field will not be required Alexandria Con
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