Logging in to Evergreen ----------------------- indexterm:[staff client, logging in] indexterm:[SSL certificate] . Select the _Locale_ to match your language preference. . Enter the _Hostname_ of the Evergreen server you are connecting. . Click _Test Server_ to ensure that you are able to reach the server. You should see ``200 : OK'' indicated in green for _Status_ and _Version_. + [NOTE] ============ If _Status_ indicates ``There was an error testing this server'', check for a typo in the _Hostname_ field or ask your administrator for the correct _Hostname_ to use. IF _version_ indicates ``404 Not Found'', the server does not support the version of your staff client. You will need to download the correct version or contact your system administrator. If your server has a self-signed SSL certificate, you may need to click _Add SSL Exception_ in order to login. ============ + . Enter your _Username_ and _Password_ and click _Login_. . If this is the first time you login from the workstation, you will need to <>. Standalone Interface ~~~~~~~~~~~~~~~~~~~~ indexterm:[staff client, standalone interface] If your connection to Evergreen is lost, click _Standalone Interface_ to circulate items or register patrons while connection is down. [[preset_tabs]] Preset Tabs in Evergreen Client ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ To have preset tabs waiting when Evergreen opens you will need to modify the *Evergreen shortcut* on your desktop. . First, you need to copy your shortcut. There are a couple of ways to do this. .. Right-mouse click and drag icon; upon release select *Create Shortcut Here*. + image::media/create_shortcut_here.png[] + .. Right-mouse click icon, select *Send to*, and select *Desktop (create shortcut)*. + image::media/send_to_desktop.png[] + . Right-mouse click the new shortcut and select *Properties*. + image::media/shortcut_properties.png[] + . Listed in the *Target* box you will see something like the following path surrounded by quotation marks: "C:\Program Files\Evergreen Staff Client MVLC\evergreen.exe" + image::media/shortcut_properties_window.png[] + . Place your cursor after the ending quotation mark. Enter a space after the last quotation mark and then enter the tab code from the list below. Add multiple tabs with a space separating them. + image::media/preset_tabs.png[] + For Example, to have Checkout, Checkin, Catalog Search, and a blank tab preset: "C:\Program Files\Evergreen Staff Client MVLC\evergreen.exe" -ilscheckout -ilscheckin -ilsurl XUL_OPAC_WRAPPER -ilstab . The following options are available: - -ILScheckin : Opens the Check In interface - -ILScheckout : Opens the Check Out interface - -ILSurl : Opens the specified page - -ILSnew : Opens a new "menu" window - -ILStab : Opens a new (default) tab - -ILSnew_default : Opens a new "menu" window with a guaranteed default tab - -ILSoffline/-ILSstandalone : Opens the standalone interface - -ILSlogin : Opens the login page + [TIP] .Useful Tab Codes ===================== - -ilsurl XUL_PATRON_DISPLAY : Opens a Patron Search tab - -ilsurl XUL_HOLD_PULL_LIST : Opens a Pull List tab - -ilsurl XUL_HOLDS_BROWSER : Opens a Browse Holds Shelf tab - -ilsurl XUL_OPAC_WRAPPER : Opens an Advanced Catalog search tab - -ilsurl XUL_COPY_STATUS : Opens an Item status by barcode tab - -ilsurl XUL_RECORD_BUCKETS : Opens a Manage Record Buckets tab - -ilsurl XUL_COPY_BUCKETS : Opens a Manage Copy Buckets tab - -ilsurl XUL_MARC_NEW : Opens a Create new MARC record tab - -ilsurl XUL_Z3950_IMPORT : Opens an Import record from Z39.50 tab - To open two windows, one with checkin and checkout, one with Marc and Z39.50, use: + -ilscheckin -ilscheckout -ilsnew -ilsurl XUL_MARC_NEW -ilsurl XUL_Z3950_IMPORT ======================== + . You may want to rename your shortcut to reflect its purpose. For example, you could have one icon set to open circulation-related tabs and one icon to open cataloging-related tabs. Right-mouse click and select *Rename* to do this. Auto Login ~~~~~~~~~~~ To use auto login, you will need to modify the *Evergreen shortcut* on your desktop. There are three new commands which are necessary for automatic login: - -ilsuser - -ilspassword - -ilshost You will need all three to have your client successfully login. To enable automatic login we need to modify the Evergreen shortcut on your desktop. If your shortcut already has preset tab commands, then place the automatic login commands after those commands. . First, if your workstation will have multiple logins (circ, cat, admin) you need to copy a shortcut for each. There are a couple of ways to do this. .. Right-mouse click and drag icon; upon release select *Create Shortcut Here*. + image::media/create_shortcut_here.png[] + .. Right-mouse click icon, select *Send to*, and select *Desktop (create shortcut)*. + image::media/send_to_desktop.png[] + . Right-mouse click the new shortcut and select *Properties*. + image::media/shortcut_properties.png[] + Listed in the *Target* box you will see something like the following path surrounded by quotation marks: "C:\Program Files\Evergreen Staff Client MVLC\evergreen.exe" + image::media/shortcut_properties_window.png[] + . Place your cursor after the ending quotation mark and enter a space after the last quotation mark. + image::media/target_box.png[] + .. After the space enter the login code for username followed by a space and the username + -ilsuser circuser .. Enter a space and then the login code for password followed by the password + -ilspassword circpass .. Finally, enter the login code for host followed by a space and the host address (this is the exact address which shows up in the Server Hostname box when you manually login to the client. + -ilshost evergreen.mvlcstaff.org + image::media/auto_login.png[] + [NOTE] When you double-click on the new shortcut it may seem like nothing is happening, but it really is! It takes the program a few moments to digest the new requests and to do the login. Logging Out ~~~~~~~~~~~ indexterm:[staff client, logging out] There are several ways to end your Evergreen staff client session: * Click the *Exit Evergreen* button on the bottom of the login page. * Click the *x* at the top left of the *login* window. * Choose *File -> Quit Program* from the menu of the application window. [CAUTION] ============ Clicking the *x* on the application window (not the login window) will not exit Evergreen, but only close the window. A new application window can be opened by clicking _Open New Window_ from the login window. ============