admin/staffclientinstallation.xml

   1 <?xml version="1.0" encoding="UTF-8"?>\r
   2 <chapter xml:id="staffclientinstallation" xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xl="http://www.w3.org/1999/xlink">\r
   3         <info>\r
   4                 <title>Installation of Evergreen Staff Client Software</title>\r
   5                 <abstract>\r
   6                         <para>This section describes installation of the Evergreen Staff Client software.</para>\r
   7                 </abstract>\r
   8         </info>\r
   9         <section xml:id="staffclientinstallation-installing-staffclient">\r
  10                 <title>Installing the Staff Client</title>\r
  11                 <indexterm>\r
  12                         <primary>staff client</primary>\r
  13                         <secondary>installing</secondary>\r
  14                 </indexterm>\r
  15                 <section xml:id="staffclientinstallation-installing-prebuilt">\r
  16                         <title>Installing a Pre-Built Staff Client</title>\r
  17                         <para>A pre-built Staff Client is available for <systemitem class="osname">Windows</systemitem>,\r
  18                         <systemitem class="osname">Mac</systemitem> or Linux systems. Installing the Staff Client in\r
  19                         each of these environments is described in the following sections.</para>\r
  20                         <section xml:id="staffclientinstallation-installing-windows">\r
  21                                 <title>Installing on <systemitem class="osname">Windows</systemitem></title>\r
  22                                 <indexterm>\r
  23                                         <primary>staff client</primary>\r
  24                                         <secondary>installing</secondary>\r
  25                                         <tertiary>Windows</tertiary>\r
  26                                 </indexterm>\r
  27                                 <para>In this section we describe the process of installing the Staff Client on the\r
  28                                 <systemitem class="osname">Microsoft Windows</systemitem> operating system.</para>\r
  29                                 <para>Visit the downloads section of the Evergreen website at\r
  30                                 <ulink url="http://www.evergreen-ils.org/downloads.php">http://www.evergreen-ils.org/downloads.php</ulink>\r
  31                                 and find the standard <systemitem class="osname">Microsoft Windows</systemitem> Installer\r
  32                                 that contains the current version of the Staff Client. Download the Installer, then run\r
  33                                 it. A screen that looks similar to this should appear:</para>\r
  34                                 <mediaobject>\r
  35                                         <alt>\r
  36                                                 <phrase>Running the Staff Client installer</phrase>\r
  37                                         </alt>\r
  38                                         <imageobject>\r
  39                                                 <imagedata fileref="../media/staffclientinstallation-staffclient-1.png" format="PNG" scalefit="1" width="60%"/>\r
  40                                         </imageobject>\r
  41                                 </mediaobject>\r
  42                                 <para>Click <guibutton>'Next'</guibutton> to continue through the guided install\r
  43                                 process. The Install Wizard will ask you to agree to the end-user license, ask you where\r
  44                                 to install the software, ask about where to place icons, and then will automatically\r
  45                                 install the software on your workstation.</para>\r
  46                                 <para>When you run the Staff Client for the first time, a screen similar to this should\r
  47                                 appear:</para>\r
  48                                 <mediaobject>\r
  49                                         <alt>\r
  50                                                 <phrase>Running the Staff Client for the first time</phrase>\r
  51                                         </alt>\r
  52                                         <imageobject>\r
  53                                                 <imagedata fileref="../media/staffclientinstallation-staffclient-2.png" format="PNG" scalefit="1" width="60%"/>\r
  54                                         </imageobject>\r
  55                                 </mediaobject>\r
  56                                 <para>First, add the name of your Evergreen server to the field \r
  57                                 <emphasis role="bold">Hostname</emphasis> in the <emphasis role="bold">Server</emphasis>\r
  58                                 section. For example, the PINES demo system is \r
  59                                 <ulink url="http://demo.gapines.org">http://demo.gapines.org</ulink>. \r
  60                                 After adding the server name, click <guibutton>'Re-Test Server'</guibutton>.</para>\r
  61                                 <para>Because this is the initial run of the Staff Client, you will see a warning in the\r
  62                                 upper-right saying: <emphasis role="bold">Not yet configured for the specified\r
  63                                 server</emphasis>. The first thing you must do to the Staff Client on every workstation\r
  64                                 is to assign it a workstation name. This is covered in \r
  65                                 <xref linkend="staffclientinstallation-workstationnames"/>.</para>\r
  66                                         <note><para>Users must have the <literal>REGISTER_WORKSTATION</literal> permission and be assigned the appropriate working location(s) in order to \r
  67                                         register a workstation.</para></note> \r
  68                                         <para>To add working locations to a user’s account:</para>\r
  69                                         <orderedlist>\r
  70                                                 <listitem>\r
  71                                                         <para>Retrieve the user through a patron search and select <menuchoice><guimenu>Other</guimenu><guimenuitem>User Permission \r
  72                                                         Editor</guimenuitem></menuchoice> and select the boxes for the locations necessary.</para> \r
  73                                                         <para>Save the user record.</para>\r
  74                                                         <note>\r
  75                                                                 <para>Making modifications to <guilabel>Working Locations</guilabel> while changing permission settings does not work – when this \r
  76                                                                 workflow is performed, permission changes will not be applied to the database.</para>\r
  77                                                         </note>\r
  78                                                 </listitem>\r
  79                                                 <listitem>\r
  80                                                         <para>Alternately, from the <guimenu>Admin</guimenu> menu, select <guimenuitem>User Permission Editor</guimenuitem> and retrieve the user by \r
  81                                                         barcode.</para>  \r
  82                                                         <para>Make changes to working locations as described above.</para>\r
  83                                                 </listitem>\r
  84                                         </orderedlist>\r
  85                         </section>\r
  86                 </section>\r
  87 \r
  88         </section>\r
  89 </chapter>\r