2.0/development/installchecklist.xml

   1 <?xml version='1.0' encoding='UTF-8'?>\r
   2 <appendix xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
   3 xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="install_checklist">\r
   4         <info>\r
   5                 <title>Evergreen Installation Checklist</title>\r
   6                 <abstract>\r
   7                         <para>This appendix is a checklist of things to do to istall and configure Evergreen. It will refer to the necessary chapter with the specific instructions for each item.</para>\r
   8                 </abstract>\r
   9         </info>\r
  10         <orderedlist>\r
  11                 <listitem>\r
  12                         <para><link linkend="serversideinstallation-opensrf">Install OpenSRF</link></para><indexterm><primary>OpenSRF</primary></indexterm>\r
  13                 </listitem>\r
  14                 <listitem>\r
  15                         <para><link linkend="serversideinstallation-ubuntudebian">Install Evergreen server software</link></para>\r
  16                 </listitem>\r
  17                 <listitem>\r
  18                         <para><link linkend="staffclientinstallation">Install Evergreen staff client</link></para><indexterm><primary>staff client</primary></indexterm>\r
  19                 </listitem>\r
  20                 <listitem>\r
  21                         <para><link linkend="backingup">Establish a back up strategy for Evergreen data and files</link></para>\r
  22                 </listitem>\r
  23                 <listitem>\r
  24                         <para><link linkend="configuringPostgreSQL">Configure PostgreSQL for better performance</link></para><indexterm><primary>PostgreSQL</primary></indexterm>\r
  25                 </listitem>\r
  26                 <listitem>\r
  27                         <para><link linkend="logfiles">Configure Evergreen error logging</link></para><indexterm><primary>logs</primary></indexterm>\r
  28                 </listitem>\r
  29                 <listitem>\r
  30                         <para><link linkend="orgtypes">Set up organizational unit types</link></para><indexterm><primary>organizational unit types</primary></indexterm>\r
  31                 </listitem>\r
  32                 <listitem>\r
  33                         <para><link linkend="orgunits">Set up organizational units</link></para><indexterm><primary>organizational units</primary></indexterm>\r
  34                 </listitem>\r
  35                 <listitem>\r
  36                         <para><link linkend="languagesandlocalization">Customize localization and languages</link> (optional)</para><indexterm><primary>localization and languages</primary></indexterm>\r
  37                 </listitem>\r
  38                 <listitem>\r
  39                         <para><link linkend="circmodifiers">Add circ modifiers</link></para><indexterm><primary>circulation modifiers</primary></indexterm>\r
  40                 </listitem>\r
  41                 <listitem>\r
  42                         <para><link linkend="copystatus">Configure copy statuses</link></para><indexterm><primary>copy status</primary></indexterm>\r
  43                 </listitem>\r
  44                 <listitem>\r
  45                         <para><link linkend="catalogingtemplates">Add cataloguing templates</link></para><indexterm><primary>cataloguing </primary><secondary>templates</secondary></indexterm>\r
  46                 </listitem>\r
  47                 <listitem>\r
  48                         <para><link linkend="permissions">Add user groups and assign permissions</link></para><indexterm><primary>permissions</primary></indexterm>\r
  49                 </listitem>\r
  50                 <listitem>\r
  51                         <para><link linkend="lsa">Adjust various Local Administration Settings</link></para>\r
  52                 </listitem>\r
  53                 <listitem>\r
  54                         <para>Adjust circulation policies and <link linkend="lsa-group-penalty">penalty threshholds</link> for groups</para><indexterm><primary>penalty threshholds</primary></indexterm>\r
  55                 </listitem>\r
  56                 <listitem>\r
  57                         <para><link linkend="admin-staff_accounts">Add staff users</link></para>\r
  58                 </listitem>\r
  59                 <listitem>\r
  60                         <para><link linkend="Customizing_OPAC">Customize OPAC</link> as needed</para><indexterm><primary>OPAC</primary><secondary>customizing</secondary></indexterm>\r
  61                 </listitem>\r
  62                 <listitem>\r
  63                         <para><link linkend="migratingdata">Import data</link></para><indexterm><primary>migrating</primary><secondary>importing data</secondary></indexterm>\r
  64                 </listitem>\r
  65                 <listitem>\r
  66                         <para><link linkend="report-introduction">Start the reporter service and set up reports</link></para><indexterm><primary>reports</primary><secondary>starting</secondary></indexterm>\r
  67                 </listitem>\r
  68                 <listitem>\r
  69                         <para><link linkend="notifications">Set up email notifications for holds and overdue items</link></para><indexterm><primary>notifications</primary></indexterm>\r
  70                 </listitem>\r
  71                 <listitem>\r
  72                         <para><link linkend="actiontriggers">Set up action triggers</link></para><indexterm><primary>action triggers</primary></indexterm>\r
  73                 </listitem>\r
  74                 <listitem>\r
  75                         <para><link linkend="z3950">Set up Z39.50 server</link> (optional)</para><indexterm><primary>Z39.50</primary></indexterm>\r
  76                 </listitem>\r
  77                 <listitem>\r
  78                         <para><link linkend="relevancyrankings">Adjust search relevancy settings</link> if required (optional)</para><indexterm><primary>search relevancy</primary></indexterm>\r
  79                 </listitem>\r
  80                 <listitem>\r
  81                         <para><link linkend="sipserver">Install SIP server</link> (optional) - for communications with automated devices such as self check stations, autmated sorters and other devices using SIP</para><indexterm><primary>SIP</primary></indexterm>\r
  82                 </listitem>\r
  83         </orderedlist>\r
  84 </appendix>\r