it administrator's guide

IT Administrator’s GuideVersion 4.6

CMS Inc.1104 North Anita AvenueTucson, Arizona 85705Phone: (520) 792-0238

Fax: (520) 884-9571www.cmsdiginet.com

http://www.cmsdiginet.com/

CMS, INC.

No part of this manual may be reproduced, including printing, copying, or digital reproduction, without the express written permission of CMS, Inc., developers of DigiNet e-Services.

Microsoft, Windows, Microsoft SQL Server, Internet Information Server (IIS), Linux, Novel NetWare, Sun, Macintosh, Crystal Reports, and DigiNet / PC-Cop used herein are registered names.

All materials are copyright 2004 or earlier.

CMS, Inc.www.cmsdiginet.com

(520) 792-0238

DigiNet e-Services


CMS, INC.

About this Guide

This guide describes how to install, configure, and operate PC-Cop PC Time Management and Scheduling System, and DigiNet Pay to Print Vend and Management System software developed by CMS Inc. This is a complete operations guide. Due to the extreme amount of customization the software allows for, not all functionality may be utilized by your organization. Therefore not all instructions and procedures may be applicable to everyone. By taking the time to review this manual you will gain a complete understanding of the software and how it is installed, configured, and operated. A thorough understanding of the material in this guide and its appendixes is strongly recommended before beginning an install.

CMS, Inc.www.cmsdiginet.com

(520) 792-0238

DigiNet e-Services


CMS, INC.

Table of ContentsSection one – Overview …...........................................................................................6

PC-Cop PC Time Management & Scheduling System……………………………7DigiNet Pay to Print Vend and Management System……………………………..7

Section Two – Requirements and Pre-Installation Information…………………………..10Administrator / Installer Knowledge Requirements………………………………...12System Requirements…………………………………………………………………13Setup Information……………………………………………………………………15 SIP/Patron API Certification………………………………………………………...16Quick Installation Checklist…………………………………………………………..17Pre-Installation Checklists…………………………………………………………….18

Section Three – System Components………………………………………………………31Database Server (DBS)...…………………………………………………………….33Print Tracking Server (PTS)….……………………………………………………….33Release Station Server (RSS)………………………………………………………..34e-Services Self Service Kiosk (Kiosk).………………………………………………35e-Services Admin Console (PC-Cop Admin Console)….....................................36e-Services Client (Client)……………………………………………………………..36Macintosh Clients (DigiNet Print Vend Only)……………………………………….37

Section Four – Installing the Software……………………………………………………....37Database Server (DBS)……………………………………………………………….40Print Tracking Server (PTS)…………………………………………………………..42Kiosk…………………………………………………………………………………….46Admin Console…………………………………………………………………………48e-Services Management Console……………………………………………………49e-Services Client……………………………………………………………………….50

Section Five – Configuring the Software……………………………………………………54Print Tracking Server Connection to the Database………………………………..55Connection to External Authentication Systems……………………………………58Kiosk…………………………………………………………………………………….59e-Services Kiosk User Environment Behavior……………………………………...68PC-Cop Admin Console Connection to the Database……………………………..76e-Services Management Console……………………………………………………92

Section Six – Macintosh Installation for Print Vend System………………………………96

Section Seven – How the Software Works………………………………………………..101

Section Eight – MMC Configuration………………………………………………………..119MMC Console Administration……………………………………………………….120

DigiNet e-Services

CMS, INC.

APPENDIXAppendix A – Installing MS SQL Server…………………………………………...129Appendix B – Installing MDAC……………………………………………………...143Appendix C – Silent Install of the DigiNet e-Services Client…………………….145Appendix D – Differences Between SQL Server and MSDE……………………147Appendix E – Gates Foundation Computers……………………………………...148Appendix F – Troubleshooting……………………………………………………...150Appendix G – Contact Information…………………………………………………162

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This page has been left blank for your notes:

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Section One - Overview

DigiNet e-Services

CMS, INC.

Section One – Overview

Your library has acquired DigiNet e-Services PC Management System to improve customer services, to enable patrons scheduling and/or reservations of PC’s and/or curb/reduce printing costs by vending public print documents, and to ensure equity of PC and printer accessibility by all your customers.

DigiNet e-Services is a Print and PC Time Management Enterprise-wide Solution designed to track, charge and control print, copy and PC time usage for networked and local printers and computers. PC time can be managed for both authenticated patrons/users and unidentified guest users. DigiNet e-Services are marketed as two different products: PC-Cop PC Time Management and Scheduling, and DigiNet Print Management System.

PC-Cop PC Time Management and Scheduling SystemPC-Cop is a centralized system for the allocation and enforcement of time and use limits for public access computers. With PC-Cop controlling computer usage, patrons require a patron Name or a patron ID card and password/PIN to obtain access to specific computers. Authorization is given for a configurable amount of time.

In areas where computers are available to the public, quite frequently confrontations arise between staff and public PC users and often among the patrons themselves. With PC-Cop, the library now has the simplest and best way to control computer usage; patrons require a password to obtain access to a specific computer and authorization is given for a configurable amount of time. With PC-Cop, confrontations are eliminated. PC-Cop helps the library avoid these problems altogether by blocking access to the computer when a patrons predetermined time limit has expired. PC-Cop will not double-schedule a public access computer. PC-Cop has configurable warnings to alert patrons that their pre-assigned time limit is ending. This allows the patron to save, print, or exit the work started during the session.

Many institutions manually schedule patron PC use. This archaic process is subject to many inherent problems such as double booking a computer, assigning an incorrect computer to a patron, or confusing waiting list times. Staff intervention is often required to get the patrons off the PC at the end of their allotted time. With PC-Cop, walk-up users can be assigned the next available computer that runs the applications they require. If the next available computer is not convenient to the patron, a computer may be reserved by time and date.

With PC-Cop, computer availability is handled on a first-in-first-served basis. If PCs are not available, PC-Cop will inform patrons of the next available time and the next available computer. Using PC-Cop eliminates the pen-and-paper waiting list and reservation list headaches and the staff time required to manage your public use PC’s.

DigiNet e-Services

CMS, INC.

Smaller libraries with limited budgets may choose to install PC-Cop on each public PC to control access and to manage the session time for patrons. The Management Console allows the staff to manage sign up for PC's, extend sessions, and accumulate statistics. Using the Self-Service Module and a dedicated PC or a DigiNet Release Station PC as a Kiosk, the Library can allow the public to schedule their own use of PC's with no staff intervention.

To authenticate patrons with the library’s circulation (automation) management system, PC-Cop uses an Authentication Module to link directly with the Patron database via the 3M Checkout Protocol (SIP2), Innovative Interfaces Inc. Patron API, or Windows 2000 Active Directory. Based on the configuration and modules, installed sessions can be automatically extended if there is nobody waiting for a PC. PC's left unattended because of completion of a session early are automatically restored to their locked mode.

Statistics can be accumulated and reports generated about use, frequency, average session time, and numerous other reporting criteria. PC-Cop has extensive scalability in its operation. Numerous settings can be configured for individual library and/or school requirements. All system messages can be customized to suit individual preferences. System messages can be visual messages or tones. The applications to start each new session can be predetermined by the library staff, for example, each new patron can be presented with the library’s home page upon login.

DigiNet Pay to Print Vend and Management SystemThe DigiNet Pay to Print Vend and Management System manages network printing on public-access personal computers. The primary purpose of this software is to count pages and calculate the costs per page and visually advise the patron of total pages and costs prior to actually printing a job from the print release station.

In the Pay to Print network solution the user prints a job from any workstation and is asked to optionally type in a user name and password. The user can submit as many jobs as desired and when they are ready to retrieve their jobs, they simply go to the self-service Print Release stations. At this payment station the user selects their print job and then the Print command. They are asked to enter their optional print job password that was attached to the print job at the time of printing from the workstation. The user is asked to insert a card into the reader, open an online cash account, or insert coins and bills into the cash acceptor. The user then receives a confirmation containing the number of pages and their associated costs. If the user agrees, they select the command to send the job to the printer or they may cancel the job. If their card/online account has sufficient funds, or if they have inserted sufficient cash, the print job is released to the printer. If the patron does not have enough credit on their card/online account to satisfy their print cost they simply insert coins or cash to satisfy the amount. The card/online account will be deducted first, so patrons will never have an unusable balance on their card/online account as is common with other card systems. The self-service Print Release Stations may also be configured to show only the jobs of the person that logs in with an authenticated name and the card number. This addresses privacy issues, if they are of concern to the Library. The payment process is the same. This station also becomes the cash value adding station for vend cards. Patrons will no longer have to visit multiple machines to accomplish a simple printing task.

DigiNet e-Services

CMS, INC.

DigiNet allows the library to customize many of the instructions to library patrons in English or Spanish to facilitate the use of the Pay to Print and PC Time Management systems. For user convenience, all supplied CMS debit card meters display the value for any card that is inserted as well.

All products allow the staff to have staff cards or accounts to override the system. Usage can be tracked by department or individual staff member and by credit or debit method. The basic configuration of the DigiNet Print Tracking Solution is to allow the library to charge patrons for printing while maintaining a record of print usage.

In the online debit account mode, patrons open an account using their existing library card number, patron name, driver’s license number, or any account identifier the library chooses. Once an account is created the patron may deposit funds at a Kiosk using commercial credit cards (Visa/MasterCard, AMEX, Discover, etc.), and/or currency. Another option is to pay at a counter by giving staff money to make a deposit into the patron’s account. When a patron submits a print job from any controlled workstation they are requested to type in their account information and to verify this with a password they’ve created. If the login information matches the patron record in the DigiNet e-Services database, the patron is displayed a dialog box showing the job name, the patron’s account, the account balance, the cost of the job, and the new account balance after the job is submitted.

DigiNet e-Services is configured to operate in a "print and hold until paid" mode. In this mode the patron prints jobs from any workstation, including controlled personal laptops, and the print job is submitted to a storage bin on the Print Tracking Server. The patron can then visit any Print Release Station to pay for and print the job to a system-controlled printer. Payment for prints and copies can be made using an online cash debit account, or with coins and bills.

CMS has designed DigiNet e-Services to allow online account deposits using cash at the same Print Vend Release Station, allowing for reduced computer requirements. By adding more functions to the Print Vend Stations, CMS has converted the machine to a KIOSK for paying for prints and depositing funds into online debit accounts.

This KIOSK can also allow for scheduling PC usage to public PCs. It can also function with any commercial online Patron ID database system such as BLACKBOARD, DIEBOLD, CBORD, Dynix, Horizon, SIRSI, Gaylord, Innovative Interfaces Inc., etc. with the integration of the appropriate communication gateway.

Print jobs can be tracked when:

• Printing to a printer’s network port

• Printing through NT/2000/XP print servers

• Printing directly to a PC’s local parallel or serial port

• Printing to a facsimile or multi-function device (MFD)

DigiNet e-Services

CMS, INC.

Print jobs can also be monitored without user intervention. This is referred to as DigiNet “stealth mode”. Administrators can require that information be entered before print jobs are allowed to proceed.

DigiNet e-Services can also be also a system-wide printer expenditure tracking solution. It is a server-based software package that manages and monitors printing resources over wide and local area networks. The software components can be installed together on one server, or separately on different servers, depending on the size and server demand of the organization. In fact, each element of the installation may reside anywhere on the intranet. This valuable feature allows DigiNet e-Services to provide true enterprise-wide print tracking and PC management features. With this, DigiNet can track printing and PC usage in any size organization, whether it is located all in the same building, in separate buildings a block apart, a mile apart, 10 miles, apart, 100 miles apart, or anywhere on the globe through the Internet.

The decision to use multiple database servers is based on the size of the organization and the expected demand on the servers. Generally, there will be only one database, but in very large environments there may be a need to cluster multiple database servers acting as one database. There may also be, depending on the need, a combination of MSDE and SQL Server for replication between branches and a central site.

Having given a general overview of PC-Cop PC Time Management and Scheduling System and DigiNet Pay to Print Vend and Management System, it is appropriate to mention that both applications are extremely customizable. All of the features mentioned can be enabled or disabled according to the wishes of the administrator.

DigiNet e-Services

CMS, INC.

Section Two - Requirements and Pre-

Installation Information

DigiNet e-Services

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Administrator/Installer Knowledge RequirementsThis Administrator’s Guide assumes that the installer/administrator of the product is an Information Technology professional with at least the following skills.

1. Working knowledge of the platform being installed: Windows 9.x, Windows NT, Windows 2000 and XP, Macintosh including the ability to:

• Create folders• Setup printers• Share printers and attach to shared printers• Create ports for printers• Share folders and connect to shared folders• Install software• Troubleshoot network problems• Setup and configure TCP/IP• Edit system files• Add and configure MMC snap-ins

2. Knowledge of MSDE or SQL Server, including the ability to:

• Install both products without assistance

• Install service packs

• Create a new database in SQL Server

• Run queries in SQL Server Query Analyzer3. A solid understanding of the system components outlined in this manual.

DigiNet e-Services

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System Requirements

Database Server

• Windows XP Pro with latest Service Pack or

• Windows 2000 Pro or Server with SP3

• Microsoft SQL Version Server 7.0 with SP4 or greater or

• Microsoft SQL 2000

• Pentium III 600 Mhz or higher recommended

• 256 MB RAM (512 strongly recommended)

• 500 MB Hard Drive Space to allow for database growth

• Network Interface Card

• Remote Access thru terminal services, VPN, or PCAnywhere is desired for CMS support.

Print Tracking Server and/or PC-Cop Admin Console

• Windows XP with the latest Service Pack or

• Windows 2000 Pro or Server with SP3

• Pentium III 600 Mhz or higher recommended

• 256 MB RAM (512 strongly recommended)

• 2 MB Hard Drive Space


• Remote Access thru terminal services, VPN, or PCAnywhere is desired for CMS support

• 500 MB Hard Drive Space to allow for print spooling

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DigiNet Kiosk

• Windows XP with latest Service Pack or• Windows 2000 Pro or Server with SP3• Pentium II 300 Mhz or higher recommended• 256 MB RAM• At least 1 serial port (COM1 or COM2 should be available). If using coin/card and bill

2 COM ports will be a must.• Remote Access thru terminal services, VPN, or PCAnywhere is desired for CMS

support • Network Interface Card

Windows 2000 Clients

• Windows 2000 Professional

• Pentium 200 Mhz or higher recommended

• 64 MB RAM


• DNS and WINS must be activated


Windows NT Clients

• Windows NT Workstation 4.0

• Pentium 200 Mhz or higher recommended

• 64 MB RAM


• DNS and WINS must be activated


• Service Pack 6 or greater

Windows 98 Clients

• Pentium 200 or higher recommended• 32 MB RAM• 2 MB Hard Drive Space • Network Interface Card

DigiNet e-Services

CMS, INC.

• Windows 95 clients not supported!

Macintosh Clients

• System 8.9 or higher• PPC 601 or higher recommended• 32 MB RAM• 2 MB Hard Drive Space • Network Interface Card

Setup InformationThis page is intended to be a reference to the administrator/installer during installation and/or troubleshooting. It is strongly recommended that you use this page to write down the appropriate information in order to ensure consistency and naming conventions. Keep this page handy during installation. It may be useful to identify server and kiosk machines after reading and understanding the System Components section. Note: Static IP’s are required for the Database Server, Print Tracking Server and Admin. Console machines.

WINDOWS LOGIN (must be administrator)

Administrators: If you are on a domain you need to be a domain administrator with administrative rights on the local machine. If you are in a workgroup you need to be a local administrator.

DATABASE SERVER Name(s) & IP(s):

PRINT TRACKING/RELEASE STATION SERVER Name(s) & IP(s):

DigiNet e-Services

CMS, INC.

PC-COP ADMIN CONSOLESName(s) & IP(s):

KIOSKName(s) & IP(s):

PRINTERSName(s) & IP(s):

SIP/Patron API Certification

It is imperative that CMS certify your SIP or PatronAPI connection before starting an installation. The following information is needed for testing the SIP/Patron API connection:

1. Name of your SIP vendor2. SIP server version3. SIP server’s name and external IP address4. Connection type: telnet or socket5. SIP login account name and password6. login username, password, and ready prompts7. sample patron IDs and PINs

In case your SIP server is behind firewall, you may need CMS’s external IP address, which is 66.162.43.231.

DigiNet e-Services

CMS, INC.

Quick Installation Checklist

This is the order in which installation should be performed:

Installed SQL Server 7.0 or MSDEInstalled SQL Service Pack for securityCreated Service accountAssigned “Log on as Service” right to DigiNet Service accountCreated DigiNet databaseAdded service account and users to database loginsAdded service account to ServiceAccount roleAdded users or groups to Admin roleInstalled Print Tracking ServerEntered license keyEntered correct service account nameInstalled DigiNet KioskEntered correct server nameInstalled MMC ConsoleSetup sites and locationsAdd printers

DigiNet e-Services

CMS, INC.

Pre-Install Checklists

CMS requires that a Pre-Install Checklist be filled out and returned to CMS before an installation. The forms follow in the preceding pages, along with other useful pre-installation forms and requirements.

Note: It may be useful to review the System Components section before completing the following forms.

DigiNet e-Services

CMS, INC.

Pre-Installation Check ListItem Description Notes Done

1Provide customer name and proposed install date. Customer:___________________________

Date:_______________________________

2 Customer will need to provide logins and passwords to ALL computers (severs, clients). Is this possible Yes______ No_______

3Customer will need to provide unrestricted access to the client computers, including network access, Windows RUN command, access to CD ROM and disk drives, etc.

Yes______ No_______

4Customer will need to temporarily disable or remove security software during the install phase to allow for installation and testing

Yes______ No_______

5Customer will need to provide 2 people for training who can then provide the training for the rest of the staff. The trainers will be committed to the scheduled training. Training will be scheduled after the installation of the first client and release station is operational.

Yes______ No_______

Trainers:________________________________

6 Are there any Microsoft Gates computers involved in the installation?Yes______ No_______

Gates Computers:________________________

7 Are there multiple locations? (Branches, additional Bldg’s)?

Yes______ # of Locations: ______ Name(s):____________________________________________________________________________________________________________________________________________________

8 How are the locations connected? (WAN, T1, frame relay, etc) Type:_____________

9

Identify Server(s) and Kiosk(s) computers. Static IPs are required for the Database Server, Print Tracking Server and Admin Console machines. Computers will need to be already installed and allocated prior to our arrival in the designated areas. Customer must provide access to all areas. (Use the Supplementary Form to write the computer names)

Database Server

Name & IP:_________________________

Print Tracking Server/Release Station Server

Name(s) & IP(s):_________________________

PC-Cop Admin Consoles

Names(s) & IP(s):________________________

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CMS, INC.

Kiosk

Name(s) & IP(s):_________________________

10Each Release Station (Kiosk) must have an Open Com Port (RS-232) for the Coin/Bill Unit and if also using Cards a Second available Com port. If receipt is expected, one parallel port is also required for receipt printer. Is this available?

Yes______ No_______

11Is there a provision for the hardware that will be installed? Coin Boxes, meters and printers will need tables, stands and the ability to secure the vend units. Should include all locations/items check each one as completed. (Use the Supplementary Form to write the location names and any useful information)

Yes_______ No______

12

CMS will need working IP addresses for all printers in the system. Walk thru all printers and print a test page of each printer if necessary and write down the IP value next to the computer name to which each printer will print to. This will be used later in the software install. Static IPs are required for all the printers. (Use the Supplementary Form to write the location names and any useful information)

IP Addresses attached? Yes_____ No______

13

The customer will need to provide CMS with remote desktop access to the main server. Windows Terminal Services, PC Anywhere or any other program can be used too. If this is not provided, STOP and contact CMS before you go any further. Provide the user name and password for remote access as well as any special instructions

Remote Access and Port Info:_______________

User Name:_________________

Password:__________________

Domain: ___________________

14

Request all license keys be sent to you prior to CMS arrival. If you don’t have them, e-mail [email protected] and provide the customer name, number of PCs and the names of the computers used for Print Tracking Server/PCCop Admin Console. Create a text file on server. Call it Licenses.txt. Copy and paste all licenses to be used and save the file.

License keys received? Yes____ No______

15

Is domain or workgroup used for your network? Assign CMS an Administrative account to access the server. If a Domain is being used, a Domain Administrative account is desired. This account will also be used to install the software services in order to access the database. This is very important when setting up e-services. Write this account down and save it for further use.

Domain or Workgroup:_______________

e-Services Account:_________________

User Name:_________________

Password:______________

Domain:________________

16 Have you downloaded and installed the latest Microsoft Updates and service Packs? If so please list

Yes________ No_________

_____________________________________________________________________________________________________________________

17 Are all Windows updates installed on the Kiosks computers? Microsoft lists all their updates in two main Yes_______ No__________

DigiNet e-Services

mailto:[email protected]

CMS, INC.

categories Critical Updates and Windows updates. Make sure ALL current critical updates are installed in all kiosks and release stations. Internet Explorer 6 SP1 is very important too. Go to Start->Windows Update and scan all computers for updates

18

Can all computers involved communicate with the server thru the network? Net BIOS names must be resolved. A simple test is usually to send a PING command in a DOS window (Ping both name and IP). Also PING the printers’ IP addresses to make sure there is no problem communicating with them too. In case of any problems, don’t continue until this is resolved. (See appendix to know detail requirements)

Yes________ No__________

Issues:___________________________________________________________________________________________________

19Install Microsoft SQL or MSDE. The installer with SP 3a for MSDE 2000 is at http://www.microsoft.com/sql/downloads/2000/sp3.asp

Yes________ No_________

20

Make sure Windows and SQL updates and Service Packs are installed in DigiNet Database Server(s). If running SQL 7.0 you can get the update here http://www.microsoft.com/sql/downloads/sp4ENG.asp the file name is sql70sp4.exe. . If running SQL 2000, install SP 3. You can get the download at http://www.microsoft.com/sql/downloads/2000/sp3.asp the file name is sql2ksp3.exe

Updated?

Yes_______ No__________

21Is there any firewall, anti-virus or filtering software that must be disabled before installing server and client pieces? Take any action needed.

Yes________ No________

Describe_______________________________________________________________________

22Please define your Firewall(s) and how it may effect CMS software either restricting communications to the Servers or Clients

Explanation attached? Yes_____ No_______

23

Will you be able to image or Ghost the Client computers or if they will be installed manually? Make sure you have access to the labs, libraries or any other areas where work will be performed if this is to be done manually. In case the agreement is to install 1 machine and then customer agrees to install all other clients with a ghost or imaging program have main contact acknowledge here.

Ghost__________ Manual:________

Describe method to be used:__________________________________

24Do you want to install the Internet Filtering module? If so, what type of Internet filtering software are you using? Has it been installed?

Filter Software:_______________

Server IP: ___________________

25 Customer must sign off and return this document prior to CMS scheduling installation.

PC GroupsThe following Computer Groups are common for Libraries. Please check the PC Groups you would like to utilize and add others if appropriate:

DigiNet e-Services

http://www.microsoft.com/sql/downloads/2000/sp3.asp

http://www.microsoft.com/sql/downloads/sp4ENG.asp

http://www.microsoft.com/sql/downloads/2000/sp3.asp

CMS, INC.

____ Adult ____Children ____ Teen ____ Word Processing ____ Internet Access____ Express ____ Lab Others__________________________________________________________

Each PC group may have its own unique rule set. Please list all the rules in the following format separately. Attach additional sheets if necessary.

Server-side ConfigurationOption Name Description Default Value MinLimit MaxLimit Desired Value

EmailNotification Send eMail to Notify Patrons No No Yes

EmailNotification-DayInAdvance Day in advance For Mail Notification 0 0 30

Extension-MaxNum The allowed maximum number of extension for each session 10 0 9999

Extension-TimePerRequest The extended session time for each request 15 0 9999

GracePeriodReservation Grace Period to Make Reservation 5 0 7

GuestAccountAllowed Allow Using Guest Account for Sessions Yes No Yes

GuestAccountName Guest Account User Name Guest 0 50Hour-FridayClose Friday Close Hour 21:00 0 255Hour-FridayOpen Friday Open Hour 08:00 0 255Hour-MondayClose Monday Close Hour 21:00 0 255Hour-MondayOpen Monday Open Hour 08:00 0 255Hour-SaturdayClose Saturday Close Hour 21:00 0 255Hour-SaturdayOpen Saturday Open Hour 08:00 0 255Hour-SundayClose Sunday Close Hour 21:00 0 255Hour-SundayOpen Sunday Open Hour 08:00 0 255Hour-ThursdayClose Thursday Close Hour 21:00 0 255Hour-ThursdayOpen Thursday Open Hour 08:00 0 255Hour-TuesdayClose Tuesday Close Hour 21:00 0 255Hour-TuesdayOpen Tuesday Open Hour 08:00 0 255Hour-WednesdayClose Wednesday Close Hour 21:00 0 255Hour-WednesdayOpen Wednesday Open Hour 08:00 0 255

MailAddress Webmaster Email Address e-mail@ YourDomain.com 0 255

MailServer Outgoing Mail Server mail.YourDomain.com 0 255

MaxLoginDurationDayMaximum Login Duration per Day in minutes (NO_LIMIT = 9999)

9999 1 9999

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MaxLoginTimesDay Maximum Login Times per Day (NO_LIMIT = 9999) 9999 1 9999

MaxNumOfPendingReservations The Maximum Number of Pending Reservations 10 0 9999

MinIntervalBtwnSessions The minimum interval between two sessions (unit: min) 0 0 9999

MinReservableDuration Min Reservable Duration for Walkup 5 1 9999

ShowAssignedBox Show Assigned Box for Waiting List 0 No Yes

TimeUnitFuture Session Time Unit for Future Reservation (unit: min) 30 1 9999

TimeUnitWalkUp Session Time Unit for Walk Up Reservation (unit:min) 30 1 9999

TimeUnitWalkUpGuest Session Time Unit for Guest Walk Up Reservation (unit:min) 15 1 9999

Extension-MinAvailableComputers The number of available computers for Extension enabled 0 0 9999

MaxNumOfSessionsDisplayedThe maximum number of sessions displayed in the reservation station at Kiosk

10 1 9999

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Client-side ConfigurationOption Name Description Default Value MinLimit MaxLimit Desired Value

ByPassString By Pass String cms237 0 50

ClientExtensionEnabled Enable the Auto Extension in the Client Side Yes No Yes

ClientSignupEnabled Client Signup Enabled Yes No Yes

CloseAppWhenSessionEnd Close Applications When Logged Out Yes No Yes

DisplayComputerName Client Display Computer Name Yes 0 255

DisplayLoginUser Client Display Windows Login Name No 0 255

ExeLaunchEnabled Launch Exe No No YesExeName Launched Exe Name 0 255

ExeParameterLaunched Exe Parameters, e.g. www.cmsdiginet.com for Internet Explorer

0 255

GracePeriodLogin Grace Period to Login in Minutes (NO_LIMIT = 9999) 5 1 255

InactivityTimeout Inactivity Timeout in Minutes (NO_LIMIT = 9999) 5 1 9999

InactivityWarnEnabled Warn for Inactivity Timeout Yes No Yes

InactivityWarnMsg Inactivity Warning MessageThis computer has been idle for . 2 minutes. Please click Ok to continue with your session.

0 255

InactivityWarnTime Warn Inactivity Time Ahead 2 1 60InternetPolicyEnabled Display Internet Policy No No YesInternetPolicyURL The URL for Internet Policy www.cmsdigninet.com 0 255

Lock-MaxAllowedTimeThe Maximum Number of minutes allowed to lock the computer

10 0 1440

Lock-WarningMessage The warning message for locking computers

This computer will be held for you. Please come back as soon as possible.

0 255

ClientUserID-Label The label for User ID field Library Card #: 0 20ClientUserID-UnmaskedDigitNum Unmasked Digit of UserID 3 0 15

WaitMsg Wait MessageWaiting for Assignment ... This computer is available for SELF SERVICE sign in.

0 255

Warn-FirstEnabled Warn First Time Enabled Yes No Yes

Warn-FirstMsg Warning Message for the First Warning

You have 10 Minutes left in this session. 0 255

Warn-FirstTime Time Ahead for the First Warning 10 1 60

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Warn-SecondEnabled Warn Second Time Enabled Yes No Yes

Warn-SecondMsg Warning Message for the Second Warning

Warning! Your session will end in 3 minutes. Please save your work and prepare to log off.

0 255

Warn-SecondTime Time Ahead for the Second Warning 3 1 60

WelcomeMsgThe Welcome Message Displayed at the Top of Client Screen

Welcome to Tucson-Pima Public Library! 0 50

ClientPassword-Label The Label for Password PIN # 0 20

ClientMaxPostExtendTimePrevent the ability to extend the seesion until this certain time is left in the session

10 0 9999

GraphicURL The URL for the customized library logo graphic \\Cmsi7500xp\eServices\tppl.bmp 0 255

BackgroundURL The URL for the customized workstaion background \\Cmsi7500xp\eServices\ws1.gif 0 255

UserNameCharset The Charset for UserName Filter 0123456789 0 255

InternetFilter If use internet Filter. 1 = Filter On; 0 = Filter Off 0 0 1

InternetFilter-BrowserType The Browser Type at the workstation IE6 0 255

InternetFilter-ProxySettings The proxy settings for Internet filter. (e.g. 196.168.0.10:8080) 0 255

CleanTemporaryFilesClean Internet URL history, Internet and local temporary files after user logoff

Yes No Yes

DisableMinimizeEvent Disable minimizing the Timer dialog in PCCop client No No Yes

Customer

Contact Name:____________________ Signature:_________________________

CMS Personnel

Name:__________________________ Signature:_________________________

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Supplementary FormCustomer: _________________________________________

Print Tracking Server Name: _______________________________________

RS Computer Name Printer IP assigned Location Hardware Connected

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Admin Console Computer Name Location Clients in charge

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Network Connections(a) Requirements in DigiNet e-Services System

Database Server

DigiNet /Release station Servers

Kiosks Admin Consoles Print Servers Print Clients PC-Cop

ClientsExternal Database Server(b)

Internet Filtering Server

Database Server

DigiNet/Release Station servers connect to Database Server

Kiosks connect to Database Server

Admin Consoles connect to Database Server

Database Server connects to External Database

DigiNet /Release Station Servers

DigiNet/Release Station servers connect to Database Server

Kiosks connect to DigiNet/ Release Station servers

Print Servers connect to DigiNet/Release Station Servers

DigiNet/Release Station Servers connect to Print Clients

KiosksKiosks connect to Database Server

Kiosks connect to DigiNet/ Release Station servers

Admin Consoles

Admin Consoles connect to Database Server

PC-Cop Clients connect to Admin Consoles

Print Servers

Print Servers connect to DigiNet/Release Station Servers

Print Clients connect to Print Servers

Print Clients

DigiNet/Release Station Servers connect to Print Clients

Print Clients connect to Print Servers

PC-Cop Clients

PC-Cop Clients connect to Admin Consoles

PC-Cop Clients connect to Internet Filtering Server

(a) Connection requires IP and Name resolution(b) External Database Server can be SIP Server, PatronAPI server, CBOARD Server, BLACKBOARD Server, etc.

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DigiNet e-Services

Database Server

DigiNet/Release Station Servers

Print Clients

PC Cop Clients

Print Servers

Kiosks

DigiNet e-Services Architecture

External Database Server

Internet Filtering Server (IFS)

Internet Filtering Server

Admin Consoles

Notes: The lines represent the network connections, which, initiate from the sides without arrow to the sides with arrow. For example, A? B means machine A should be able to resolve machine B’s name and IP by using the Ping command at machine A: ping B.

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Section Three - System Components

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Section Three – System Components

The basic System Network Layout is as follows:

The system component names and their abbreviations are:

• Database Server (DDS)

• Print Tracking Server (Print Tracking Server = PTS)

• Release Station Server (RSS)

• e-Services Self-Service Kiosk (Kiosk)

• e-Services Admin Console (PC-Cop Admin Console)

• e-Services Client (Client)

From now on, the Pay to Print Vend System component will be called “DigiNet” and the

PC Time Management Component will be called “PC-Cop” for short.

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Database Server (DDS)

Microsoft SQL Server or MSDE is required for e-Services. The DDS consists of the e-Services database that is created in Microsoft SQL Server or MSDE. This contains the tables, queries, and stored procedures used by e-Services. DigiNet e-Services uses the free MSDE for installations with 5 or less Admin Consoles and Kiosks in any combination or Microsoft SQL Server version 7.0 or higher for institutions with more than 5 Admin Consoles and Kiosks in any combination to form a powerful management system. The Database Server will install and register the following files:

Print Tracking Server (PTS)

The PTS is also called the DigiNet Server in the Installer and in this manual. The PTS piece provides print authorization to all print servers or clients. Each print job is run through a series of Add-ins, each of which can check the authorization of the print job and cancel the print job if necessary. Add-ins can include:

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• Parsing the print job.• Relaying records to the database.• Requiring a pop-up dialog box with each print job.

The Print Tracking Server will install and register the following files:

Release Station Server (RSS)

The Release Station Server piece works in conjunction with the Print Tracking Server (PTS) and provides print authorization to all Print Release Station Clients. Each print job is also run through a series of Add-ins, each of which can check the authorization of the print job and cancel the print job if necessary. Add-ins can include:

• Pay at workstation with Online Cash Accounts or Smart Cards• Release Station and pay with Online Cash Accounts, Cash, Magnetic Cards, Smart

Cards• Requiring a pop-up dialog box with each print job.

The Release Stations Server will install and register the following files:

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e-Services Self-Service Kiosk (Kiosk)

The Self-service Public-Use Kiosk allows Patrons to log in by scanning or typing in their Library Card and Password. The application then authenticates the Patron against the Library’s Automated Circulation System. Once authenticated, the application displays the Main Menu where Patrons can self-assign a PC session, pay for print jobs with online account or with coins/bills, and deposit money into their online account.

The Kiosk can be configured with different charge methods. It also features different looks and options to configure it and adapt it to the customer needs. The Kiosk offers a series of Add-ins that allow the end user to interact with the system in self-service operation. The current add-ins are:

• Main Menu – Provides a starting point for the user

• Print Release Station – Pay for a print job

• Money Transfer – Add cash to an Online Debit Account or to a Debit Card

• Reservation Station – Schedule a PC session

• Copy Station – Control Multi-functional Copier/Printer at the Kiosk

• Show Web – Display an User Environment Web page without Browser Controls+

The Kiosk will install and register the following files:

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e-Services Admin Console (PC-Cop Admin Console)

The PC-Cop admin console helps staff assign and reserve PCs. It also provides several other Staff-only configuration settings when using the PC-Cop Personal Computer reservation management system. This component resides on staff machines only. It is used to help patrons by administering PC sessions and to allow staff to configure some options for internal use.

The Admin Console will install and register the following files:

e-Services Client (Client)

The Client Software notifies the PTS piece that a print job has been submitted and sends the job to PTS to be run through the Add-ins. The Client consists of a custom print processor and a mechanism for relaying print jobs to the PTS. The end user will be prompted with a pop-up dialog window that can also be configured only by the administrator. The end user is

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given valid, authorized selections to narrow the tracking feature in order to charge back to an existing account, project, user name, group, etc. The Client also configures whether the current computer will be used as a workstation only, release station and workstation or CMS Kiosk for payments among other features. The Client piece also includes the PC-Cop software that manages time on a client as well as an Idle Time Tracking piece that reports any idle time to the client and requires proper action be taken.

The Client will install and register the following files:

Macintosh Clients (DigiNet Print Vend Only – optional)

Non-Windows clients are available for Macintosh for pay to print only. Personal Computer reservation system does not support non-Windows clients. The client software allows printing to be logged even if printing to a local parallel or serial port. When client software is installed, it is acting as the DigiNet Print Server piece. Client software is required if information is required from the user for each print job. The files required vary according to the platform supported. These pieces way function with slight differences from their Windows counterparts and usually require a different server to operate properly.

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Section Four – Installing the Software

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Section Four – Installing the Software

In Section 2 there is a checklist of required steps for the complete installation of all software pieces needed for a total working installation. One will find these very helpful in planning and performing the installation, and later supporting DigiNet e-Services. Please remember that not all functionality is required, as the software will be customized to suit your needs.

Before installing DigiNet e-Services, the following information should be gathered.

• Have Administrator login information and log in as a local Administrator when installing all products.

• Have DigiNet e-Services installers, Microsoft SQL Server or MSDE, Service Pack files for Windows. Service Pack can be downloaded at the Windows Update site.

• NetBIOS server names of all DigiNet e-Services servers. In this guide our server name will be “ECHO”.

• Choose and write down a name and password for the DigiNet e-Services service account.

• Have the license key and the Customer account name for the DigiNet e-Services software. Please email [email protected] if you don’t have one.

• Domain name.• Make sure all Windows Servers that will be running DigiNet e-Services have the latest

Service Pack installed before beginning installation.• Decide who will administer the site before beginning install.• Understand the installation steps before beginning.• Take your time and follow the instructions carefully. • Do not take short cuts.

Please note that spelling and word/sentence case are very important when installing the software. If, for example, one names a database or server as “BOOKS1,” one must, when referring back to that database or server, spell it exactly the same way. Any variation, for example, “books1” or “books 1” will cause an error message.

In the event the installation is cancelled, there are registry entries that must be reset. For specific instructions, please refer to the troubleshooting section in Appendix F.

Please note that all the system pieces can be installed on one computer or on multiple computers depending on the installation requirements. Please note the component naming conventions.

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At a minimum, we recommend that the components be installed as follows:

Install Step

Required for:

Component / Computer Purpose Installer Name Dependencies

1.* Common* DigiNet or PC-Cop

Database ServerStores all usage and control data for DigiNet and PC-Cop.

eServices-Installer-vX.XX-BuildXX.exe MSDE or MS SQL

2. DigiNet Print Tracking Server

Controls the DigiNet Print System eServices-Installer-vX.XX-BuildXX.exe Database Server


Kiosk

* Allows Self-Service reservations* Cash deposits into an online debit account.* Cash payments into Guest print jobs* Copier control and payment for digital copiers

eServices-Installer-vX.XX-BuildXX.exe

* Database Server. Print Tracking Server if used for DigiNet* Card reader, coin/bill unit or other payment device

4. PC-Cop Admin ConsoleControl and Management of PC-Cop Client PCs

eServices-Installer-vX.XX-BuildXX.exe Database Server


Client

* Block unauthorized usage of PC* Time usage* Charge for prints against online account* Display system messages to user

eServices-Client-vX.XX-BuildXX.exe

* Print Tracking Server when used with DigiNet* Admin Console when used with PC-Cop

IF YOU ARE INSTALLING PC-COP: 1. Make sure you have MSDE or MS SQL installed.2. Install Database Server.3. Install Kiosk (need payment device).4. Install Admin Console.5. Install Client.

IF YOU ARE INSTALLING DIGINET:1. Make sure you have MSDE or MS SQL installed.2. Install Database Server.3. Install Print Tracking Server.4. Install Kiosk (need payment device).5. Install Client.

IF YOU ARE INSTALLING PC-COP AND DIGINET:1. Make sure you have MSDE or MS SQL installed.2. Install Database Server.3. Install Print Tracking Server.4. Install Kiosk (need payment device).5. Install Admin Console.

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6. Install Client.

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INSTALLING the Database ServerAn account with administrative rights should already be created. Make sure you are logged in to Windows 2000 Server or XP Professional as an Administrator. The following steps are required to install the Database Server running with MSDE. This installer installs all the server-side components, including Print Tracking Server, Admin Console, Kiosk, CMS Database, Management Console and Crystal Reports module. DigiNet e-Services uses the MS SQL Server or MSDE 2000 as the database engine. If you don’t have a license for MS SQL Server, the installer will automatically install the MSDE for you. You must install the database in order to use any DigiNet eServices module. Install this on the machine designated as the Database Server. These instructions assume that a database has been installed and a DigiNet service account has been created.

At this point, you can install the authentication method if you want to use a certain authentication method, i.e. SIP authentication, PatronAPI authentication, or Blackboard authentication. NOTE: Please temporarily disable any script blocking software on the computer. This will prevent the software from being installed correctly.

Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization.

The installer will scan your system to identify your operating system and to check if SQL is installed. If Microsoft SQL Server is not installed, you will be prompted that the system will automatically install MSDE 2000. Click “OK” to continue the installation. At this point, you can install the gateway to the External Patron Authentication System using SIP, PatronAPI, Blackboard or CBORD. Choose the required gateway for your Library.

The installer will request the Service Account Information. The Service Account should already be created. If not, please refer the “Create a Service Account” section in Appendix A. If the system is being installed on a Domain with multiple sites (buildings) the Service Account should be a Domain User. Administrator rights

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for this account are optional. The Domain User account should be added to the local administrator group of the Kiosks and Admin Console computers. If the system is installed in a workgroup environment and in one site (building), the Service Account can be a local user with local Administrator rights. Click NEXT to continue.

Checking “Create this account” will create a service account for you, either locally or in the domain. Note that you have to be a domain administrator to create a domain account.

Checking “Automatic Password Synchronization” will synchronize the password with a long random password.

If the wrong Service Account user name or password is used, the installer will notify of the error. Please ensure the correct Service Account user name and password is used and retry. If the Service Account has not yet created, please refer to previous sections.

When all the necessary information has been typed in, then the installer will inform you the installation is ready to proceed. Click on Install to continue. Please wait as the installer installs the necessary files.

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During the installation process, you will be prompted to synchronize the time with your time server. You can also do that later by using “NET TIME \\ServerName /SET \YES” to synchronize the time manually.

Type in the Time Server hostname or IP address and click on “OK” to continue.

When the Database Server time is synchronized with the Time Server, you will receive a notification. Click on “OK” to finish the installation.

Click on “Finish” to complete Database installation.

A reboot is recommended at this point, however it is not required.

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INSTALLING the Print Tracking Server

Make sure you are logged into Windows 2000 or XP Professional as a local Administrator.

You must now install the server in order to use any DigiNet e-Services module. In order to do this, you must have first created a Service Account. The system will use the Service Account to talk to the database and will be the only component that has the right to do so. It must be a local administrator account that is given the “Log on as a service” privilege in the Local Security Settings console found in the Administrative Tools folder. To assign the account service rights, open Local Policies and User Rights Assignment. Go to Log On as a Service and add the user. If multiple Kiosks are to be used in the system, the Service Account must be added to the domain as a domain user. It is not necessary to add the user as a domain administrator. Install this module on the machine designated as the Print Tracking Server.

Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization. You will now be able to choose to install the Online Account and Release Station Server.

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The installer will request the Service Account Information. The Service Account should already be created during the Database Server installation. If the system is being installed on a Domain with multiple sites (buildings) the Service Account should be a Domain User. Administrator rights for this account are optional. The Domain User account should be added to the local administrator group of the Kiosks and Admin Console computers. If the system is installed in a workgroup environment and in one site (building), the Service Account can be a local user with local Administrator rights. Click NEXT to continue.

Checking “Create this account” will create a service account for you, either locally or in the domain. Note that you have to be a domain administrator to create a domain account. Checking “Automatic Password Synchronization” will synchronize the password with a long random password. If the wrong Service Account user name or password is used, the installer will notify of the error. Please ensure the correct Service Account user name and password is used and retry. If the Service Account has not yet created, please refer to previous sections.

You will be prompted to enter the License Key information. If you do not have the required license keys, you can request them by e-mailing [email protected] with the name of the Windows server running the Print Tracking Server, the organization name, the number of licenses computer and the term of the license. Please type in or paste the correct Organization name (Customer Name) and License keys. The Customer Name and the License Keys are case sensitive so please pay close attention to the information typed in as it must match the information provided in the License Key email. Also, the license keys are encrypted for the licensed computer host name. The keys are not interchangeable. There are 3 possible license keys that may be entered here:

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1.Print Tracking Key – Print Tracking Server

2.Release Station Key – Release Station Server

3.Internet Printing Key – Internet Printing Server

Click the “Verify Keys” button to verify the license information and to continue. If the information is correct, the “Next” button will be enabled. Click NEXT to continue.


Click on “Finish” to complete Print Tracking Server installation.

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A reboot is recommended at this point, however it is not a required. After the installation of the Print Tracking Server that includes the Database Connection, the Release Station Authentication and the connection to the External Authentication System, then you should configure them. Please proceed to the next steps.

INSTALLING the DigiNet e-Services Kiosk

Make sure you are logged into Windows 2000 or XP Professional as a local Administrator.

You must now install the DigiNet e-Services Kiosk module. Install this module on the machine designated as the DigiNet e-Services Kiosk. Use this installer accordingly to your needs.

Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization. Chose the Kiosk option and select the desired add-ins.

You can deselect any Kiosk components you are not going to use.

The installer will request the Service Account Information. The Service Account should already be created during the Database Server installation. Click NEXT to continue.

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If the wrong Service Account user name or password is used, the installer will notify of the error. Please ensure the correct Service Account user name and password is used and retry. If the Service Account has not yet created, please refer to previous sections.

During the installation process, you may be prompted to synchronize the time with your time server. You can also do that later by using “NET TIME \\ServerName /SET \YES” to synchronize the time manually.

Type in the Time Server hostname or IP address and click on “OK” to continue.

When the Database Server time is synchronized with the Time Server, you will receive a notified. Click on “OK” to finish the installation.

Click on “Finish” to complete DigiNet e-Services Kiosk installation.

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A reboot is recommended at this point, however it is not a required.

INSTALLING PC-Cop Admin Console

The PC-Cop Admin Console is the e-Services PC Scheduling Administration module. TCP/IP is the required protocol for PC-Cop. All computers using PC-Cop must have TCP/IP installed and configured. If Internet filtering software is installed, port 3132 must be open for PC-Cop communication.

The PC-Cop Admin Console must be installed and on your network before installing any PC-Cop clients. If you reverse the order, the system will lock you out of that client desktop. If you are currently locked out a client PC, press ATL + F4 keys then type cms237 in the password field to disable PC-Cop.

Make sure you are logged in as an Administrator. This installer is used to setup the PC-Cop Admin Console. Install this module on the computer designated as the Staff Admin Console.

Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization. Chose the Admin Console option and select the desired add-ins.


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Click on “Finish” to complete PC-Cop Admin Console installation.

A reboot is recommended at this point, however it is not a required. After the installation of the PC-Cop Admin Console, you should configure the connection to the Database. Please proceed to the next steps.

INSTALLING the e-Services Management ConsoleThe final steps necessary to complete the installation and prepare your system for configuration are to install the CMS Management Console. This should be installed on Administrator computers ONLY. The CMS Management Console is a Microsoft Management Console snap-in. The Crystal Report Engine provides the run-time environment for you to generate e-Services Reports. If you already have Crystal Report installed in your machine, you don’t need select the crystal report engine.

Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization. Install the Report & Management Console and the Crystal Report Engine.

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Click on “Finish” to complete CMS Management Console installation.

A reboot is not necessary. After the installation of the CMS Management Console, you should create the MMC add-in and configure the connection to the Database. Please proceed to the next steps.

INSTALLING the e-Services ClientMake sure you are logged on as an Administrator before going any further. Shut down any software application that restricts access to the Program Files directory. Programs like Fortress or PolEdit must be shut down or disabled so setup can be completed. Also, please write down the Print Tracking Server and PC-Cop Admin Console NetBIOS names as you will be prompted for this name. This installer will work on all Windows operating systems, excluding Windows 3.X.

You must install the Client components on all workstations/public computers in order to allow for users to receive pop-up messages from DigiNet e-Services and enter document information upon printing (e.g. document description or password). Install this on all machines designated as a workstation.

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Launch eServices-Client-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization.

The e-Services Client installer assumes all options will be selected. Click on each option and disable what you don’t need. You have three options for your client setup, the PC-Cop Client (needed for PC-Cop), Print Processor (needed for Pay-to-Print), and the Popup Dialog (needed for both Pay-to-Print and PC-Cop). In a Pay to Print setup ONLY, you will disable the PC-Cop client. Click NEXT to continue after your selections.

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Type the NetBIOS name of the PC-Cop Server/Admin Console and Print Tracking Server (DigiNet Server) computers and check the options needed and click INSTALL.

The Client installer offers 3 options that must be explained:

Run in Release Station Mode – This option tells the Client software that it will be reporting to a release station in a Release Station environment. This option will always be checked unless you are configuring the system to allow for payments at the workstations only using Online Debit Accounts without the ability to submit to a Release Station.

Convert all printers to use CMSproc now – This option will convert all printers on the workstation to controlled CMS printers. The conversion called a program on the workstation called PROCTOOL.exe enables a few switches. This program runs and converts the Print Processor to the controlled CMSproc.dll. The processor can be manually set back to WinPrint (the default Windows print processor) by going to the Advanced tab of the print driver properties. Click on the Print Processor button and will see the list of available processors installed on the workstation.

Convert all printers to use CMSproc when reboot – This option makes a registry setting to automatically run the PROCTOOL.exe utility at each

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machine reboot. This command causes the print processor to be converted to CMSproc each time the workstation is rebooted. The registry entry is created in the following registry key: [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Run]. The software creates the following String Value: "ProcTool"="C:\\Program Files\\CMSDigiNet\\Client\\ProcTool.exe CMSproc -silent -convert"

Click FINISH to complete the client installation. When the installation of the Client software is complete, the computer should be restarted to activate the PC-Cop client desktop control login screen. The PC-Cop client loads from the registry in the following key: {HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Run]. The software creates the following String Value: "PCCopClientNT"="C:\\Program Files\\CMSDigiNet\\Client\\PCCopClient.exe"

NOTE: Check the naming convention your network uses. If a network PC has an all numeric NetBios name, Windows will try to resolve it as if it were an IP address. The Pop Up Dialog will never appear and the print job will be cancelled if the PC name cannot be resolved. Rename the client PC with an alphanumeric name. Make sure communication happens between server and clients.

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Section Five – Configuring the

Software

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Section 5 – Configuring the Software

CONFIGURING the Print Tracking Server Connection to the DatabaseThe Print Tracking Server must now be configured to connect to the Database on the Database Server. To do this, double click the “Config System Objects” icon.

Double-clicking the icon will open the CMS DigiNet e-Services System Object Manager Property dialog box. This dialog should show at least 2 add-ins, “Database” and “Release Station Authentication”. If the appropriate External Patron Authentication System add-in (SIP, PatronAPI, Blackboard or CBORD) has not been included at this point, then click on the drop-down list box on the bottom of this dialog box and choose the required add-in and click Add New.

Click on the Database Add-in and then click on Configure on the right of the dialog box.

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When the Configure button is clicked, the CMS System Objects Properties Dialog box will open. Click on the Build button.

When the Build button is clicked, the Data Link Properties Dialog box will open. Choose the “Microsoft OLE DB Provider for SQL Server” option and click Next.

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At the Data Link Properties window, type in the name or IP address of the Database Server in Item #1. Then choose the log on information in Item #2. You will mostly

likely use the Service Account information that was created in previous steps. In Item #3, select the name of the e-Service Database, CMSDB.

Click on the Test Connection button. If the Print Tracking Server can connect to the specified database (CMSDB) on the Database Server specified by its own host name or IP address the test will succeed. If the test succeeds, click “OK” to exit out the “Test Connection Succeeded” dialog box.

If the test fails, click “OK” at the Microsoft Data Link Error dialog box and check the settings in the previous step and try again. If it fails again and you feel you have done all you can to solve the error and it is not a network connection failure, a network login rights issue, or an authentication issue to the Database Server, then immediately call CMS Inc. at (800) 765-4656, Extension 105 and report the error.

Click the “OK” button of all open dialog boxes to exit out of the System Objects Manager dialog box.

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CONFIGURING the Connection to External Authentication SystemsOnce the Print Tracking Server is installed the Database connection is created, you will need to configure the connection your External Authentication System using SIP, PatronAPI, Blackboard or CBORD. To do this, double click the “Config System Objects” icon on the desktop.

Double-clicking the icon will open the CMS DigiNet e-Services System Object Manager Property dialog box. Click on the drop-down list on the bottom of the window to insert the appropriate ACS Connection. The available ACS Connection types are: Blackboard, CBord, III PatronAPI, and SIP. Click on Configure on the right of the dialog box. Once the ACS Connection object has been added configure it as required by your Automation Solution Provider. If you need assistance from CMS, please call (800) 765-4656, ext. 105.

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CONFIGURING the KioskThe Kiosk has two different configuration locations. The first one defines the database connections, the payment methods (the payment method the user uses to pay for the print jobs, to deposit cash to an Online Cash Account and to pay Library fines at the Kiosk), the Receipt Printing Manager and the Release Station Authentication Manager for the particular Kiosk. The second one defines the User Environment behavior of the Kiosk itself.

You will now configure the First Configuration Location, the “Config System Objects”. This includes the Connection to the Database, the Payment Manager, the Receipt Printing Manager, and the Release Station Authentication Manager.

#1. Configuring the Connection to the DatabaseThe Kiosk must now be configured to connect to the Database on the Database Server. To do this, double click the “Config System Objects” icon on the desktop.

Double-clicking the icon will open the CMS DigiNet e-Services System Object Manager Property dialog box. This dialog should show at least 2 add-ins, “Database” and “Release Station Authentication”. Click on the Database Add-in and then click on Configure on the right of the dialog box.


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At the Data Link Properties window, type in the name or IP address of the Database Server in Item #1. Then choose the log on information in Item #2. You will mostly likely use the Service Account information that was created in previous steps. In Item #3, select the name of the e-Service Database, CMSDB.

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Click on the Test Connection button. If the Print Tracking Server can connect to the specified database (CMSDB) on the Database Server specified by its own host name or IP address the test will succeed. If the test succeeded, click “OK” to exit the “Test Connection Succeeded” dialog box.



#2. Configuring the Kiosk Payment Manager Next, click on Payment Manager to configure the Payment Methods for the Kiosk. The

Payment methods are the means that a Patron will pay for a print job, pay library fines, and/or deposit cash to Online Accounts. These settings tell the Kiosk what payment devices are connected the Kiosk computer via Serial (RS-232) or USB ports. Click on

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the Payment Manager Add-in and then click on Configure on the right of the dialog box. Click on Configure.

When the Configure button is clicked, the CMS System Objects Properties Dialog box will open. The required payment methods can be chosen by clicking the Object entry drop-down in the bottom of the window.

The software supports the following Payment Methods:

1. MicroCoin Cash Acceptor

2. ITC Model 1015 Card Reader

3. CMS XCP Vending Station 2

4. Schlumberger Danyl Card Reader 2

5. CMS JPC Vending Station 2 (Jamex)

6. GBA Bill Acceptor

7. e-Services Online Account

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8. ITC Model 50X0 Vending Station

9. CMS Mag Card Reader 2

When the required Payment method are added, the software should automatically pole the correct serial or USB port and find the payment device and set it to Enabled. The Payment Method can be renamed in the Display Name field. The Spanish equivalent can be renamed also by clicking the button with dots. There are other advanced configurations that CMS can walk you through, if needed.

If the System Object Manager can not find the payment device, the device will still be added to the Payment methods, but will be displayed as Disabled.

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#3. Configuring the Receipt Printing Manager Next, click on Receipt Printing manager to configure the receipt format and

header/footer information for the receipt that will be printed at the Receipt Printer that is connected to the USB or LPT port of the Kiosk, if installed. Please keep in mind that the system has the option of printing receipts for PC Session Assignment and Cash Deposit confirmations. Click on the Receipt Printing Manager add-in and then click on Configure on the right of the dialog box.

When the Configure button is clicked, the CMS System Objects Properties Dialog box will open. Header and Footer information can be edited and can be translated to Spanish by clicking the button with dots. The Header and Footer fields allow 4 lines of text each. The printing space across each line, depends on the size of the receipt paper and the receipt printer device.

The receipt printer’s port name, communication type and operating mode can be configured as indicated below. Click “OK” to save all information.

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#4. Configuring the Release Station Authentication Manager Next, click on Release Station Authentication Manager to configure the look and feel

of the information request dialog box when submitting a print job at the workstation. If a job is to be submitted to the Release Station, this dialog box will appear at the workstation requesting user input. Click on Configure on the right of the dialog box.

When the Configure button is clicked, the CMS System Objects Properties Dialog box will open. The displayed dialog box allows you to configure the Dialog Display Options such as: 1. Prompt for a Job Description (Prompt ExtraInfo)2. Prompt for a Job Password (Prompt Password)3. Allow to submit a job with no password (Allow Blank Password).

You can also choose the Password Encryption method. We recommend you do not change this setting. The default setting is “MD5”.

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The Property Dialog box also displays a Dialog Template. This is what the Patron will see at the workstation when a job is printed and submitted to the Release Station. Fields with white boxes can be modified.

Click “OK” to exit out of the System Objects Properties

Click “OK” to save and exit out the System Objects Manager.

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CONFIGURING the e-Services Kiosk User Environment behaviorYou will now configure the Second Configuration Location, the “CMS Kiosk Editor”. Follow these steps to configure and change settings in the e-Services Kiosk. Make sure you have completed the steps in the First Configuration Location, the “Config System Objects” before going any further.

To configure the Kiosk, shut down any open Kiosk screens by pressing Alt + F4 and entering the Kiosk close password. The default password is “cms237” Right-click the Kiosk shortcut on the desktop and click on “Configure Kiosk”.

This command opens the CMS Kiosk Editor Properties window. The window is divided by tabs along the top. The available tabs in this version are:1. Items2. Settings3. Extra Settings4. Login5. Font6. Color

These tabs configure the global design of the Active Kiosk windows. All global configuration options design the shell of the Kiosk program. We will now discuss each item in detail.

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“Items” TabThe “Items” tab lets you select from a drop-down list the Kiosk items. Select your choices and click Add New one at a time. These choices depend on the product you purchased or installed, not all of them might be enabled for your organization. Usually you would select a Main Menu, a Release Station Client, a Money Transfer Station and, for PC-Cop customers, a Reservation Station.

The items can be added in any combination and in any quantity by clicking on the item and then clicking Add New. This version offers 6 menu choices: “Copy Station”, “Kiosk Menu”, “Money Transfer Station”, “Release Station Client”, “Reservation Station”, and “User Environment Web Page”.

The Items tab allows you to define tabs/buttons that are displayed in the Kiosk after login. As an example, the Kiosk screen below has 4 tabs along the top and 3 buttons in the Main Menu screen. These items correspond to the items listed in the “Items” property.

Each item in the Items tab has its own set of configuration settings that can be changed by clicking on the item and then the Configure button. Items can be

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moved up or down in the list, thereby moving the tab and button order in the Main Menu. Item can also be removed from the list by clicking Delete. Kiosks work independently of each other and therefore each Kiosk can be configured with its own unique configuration settings, if desired. Items can be renamed by right-clicking an item and choosing Rename from the popup control box.

Kiosk MenuThe Kiosk Menu is the Main Menu of the Kiosk. It allows Patron to navigate within the Kiosk program. The Kiosk Menu can be configured by clicking on the Configure button. This is an example of the Kiosk Menu configured with 3 added Items.

Copy StationThis item allows the Kiosk to control a digital or analog photocopier and to charge for photo copies using the same Payment methods allowed for Printing. To make copies, Patrons log into the Kiosk and click on the Copier Controller tab or button. Then they follow on the on-screen instructions. The Copy Station can be configured by clicking on the Configure button. This is an example of the Copy Station item.

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Money Transfer StationThis is the Cash Transfer Station screen that allows Patron to deposit money to a Library Debit Account. The Cash Transfer Station can be configured by clicking on the Configure button. This is an example of the Money Transfer Station item.

Release Station ClientThis is the screen where print jobs will be released and paid using any combination of online account, coins/bills, and cards. The Release Station Client can be configured by clicking on the Configure button. This is an example of the Release Station Client

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Reservation StationThe Reservation Station allows Patron to self-service schedule PC usage. The Reservation Station can be configured by clicking on the Configure button. This is an example of the Reservation Station item.

User Environment Web PageThis item allows a Library to display a website without the typical navigations controls found in Internet Explorer. Many Libraries use this control in the case of a Kiosk being used as a Library Catalog computer. During tax season, many Libraries post tax forms on a simple website and allow Patrons to print them right at the Kiosk, without having to look them up and print them at a workstation. The User Environment Web Page can be configured by clicking on the Configure button. This is an example of the User Environment Web Page.

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“Settings” TabThe tab lets you set the Kiosk options such as how the Kiosk will be displayed. Check or uncheck the boxes that you need and choose your favorite styles in the drop-down lists.

“Extra Settings” TabThe Kiosk Extra Settings tab lets you select a default item when the Kiosk starts, usually the main menu is a good choice but you can select whatever you want. You can also adjust the space and padding and set a password to close the Kiosk. The default password is “cms237”. We highly recommend you change this password. To enable Spanish integration, click on Enable Spanish.

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To change the default Kiosk closing password, click on the “Set Kiosk Close Password” button. Then type in your new password and confirm it.

“Login” TabThe “Login” tab allows you to configure the User Authentication method.

Click on the Advanced button to configure the Advanced Login Properties.

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“Font” TabYou can set the font of your Kiosk.

“Color” TabYou can set the color of your Kiosk.

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Click “OK” to exit out of the DigiNet e-Services Properties dialog box.

Click “OK” and save the changes. Double-click on the CMS Kiosk icon on the desktop to start the Kiosk.

CONFIGURING the PC-Cop Admin Console Connection to the DatabaseThe Admin Console must now be configured to connect to the Database on the Database Server. To do this, double click the “Config System Objects” icon on the desktop.

Double-clicking the icon will open the CMS DigiNet e-Services System Object Manager Property dialog box. This dialog should show at least 2 add-ins, “Database” and “Release Station Authentication”.

Click on the Database Add-in and then click on Configure on the right of the dialog box.

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Next, click on Payment Manager to configure the Payment Methods for the Staff ONLY Kiosk. Click on the Payment Manager add-in and then click on Configure on the right of the dialog box.

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When the Configure button is clicked, the CMS System Objects Properties Dialog box will open. The only payment method for the Staff Only Print Release Station will be the Online Account add-in.

When the Online Account method is added, the software should automatically set it to Enabled. The Payment Method can be renamed in the Display Name field. There are other advanced configurations that CMS can walk you through, if needed.

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To start the Admin Console, double-click the PC-Cop Admin Console on the Desktop or navigate to Start > All Programs > CMS Programs > PC-Cop Admin Console.

The Admin Console will not work until the license key is entered. If you do not have a license key you must e-mail [email protected] to request a license. Include customer name, number of clients (controlled computers) and the name of the PC that will be running the PC-Cop server. In the event of a Demo installation, the software supports one (1) client if you are evaluating PC-Cop. When the PC-Cop Admin Console is started, the Server will start and the license key dialog box will display a License Key Warning.

To enter the license key follow these steps:

a. Click on the Configure menu and then click on License.

b. Enter in the Company Name, Number of Licenses and License Key from the e-mail.

c. Click OK to update the licenses.

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d. The next time this screen is opened, the correct number of licenses will be displayed.

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STARTING the PC-Cop Admin ConsoleThe PC-Cop Admin Console is a Staff-only user interface that enhances the Personal Computer reservation system and empowers the Library to administer PC time management functions without having to walk up to the individual PCs, all from the convenience of the Staff desk.

The Admin Console program must always remain open and the computer must always remain powered up while the Library is open as it controls the workstation sessions. If the Admin Console is shut down, all workstations in the branch would loose connection with the PC-Cop server and Patrons will not be able to log into new sessions. Existing sessions will not be affected. In case of Admin Console is shut down, the workstations will display an error message telling the Patron to please wait, connecting to server and that the Connection to the server has failed. When the Admin Console is started again, the workstations will show that they are again available.

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The Admin Console is divided into two sections according to its particular functions, Sessions and Users.

The SESSIONS SectionThis section allows Staff to manually assign sessions to Patron. In the SESSIONS section, staff can oversee the Active Sessions; people waiting for next available computer, future reservations and create new session assignments. Staff can pull up a floating menu by right click in the list. This menu give them options like extend time, cancel any session or even send a message to an active session.

To schedule a session, click on the Add Session button and enter or scan the Library card number or User Name in the Reservation dialog box. If Guest is selected, the system will assign a temporary Password. This Password is different for each session. After a session is assigned successfully, give the Guest user the temporary Password. This is the only means by which the Guest will be able to login or unlock a session at the workstation.

In the Reservation dialog box, staff can schedule the Next Available session (makes a reservation for the selected user on the next available computer). If scheduling the Next Available session and a PC is not currently available, the user will be assigned to the Waiting List (a session is automatically scheduled as soon as a computer becomes available. Staff can also schedule a Future Reservation (allows them to select a site, a location, a computer and a time for a future reservation).

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After the scheduled session is completed, the dialog box should be closed to allow the system to update the Active Session lists mentioned above. The console shows all active sessions and the time remaining for each session. It also shows if a Patron has logged in to a session or not.

Once a Patron has signed into a session, Staff can “End Session”, “Add Time”, “Pause”, “Un-Pause”, or “Send Message” at the Administrative Console. Activate these menu functions by right-clicking an active session.

End Session: This function allows Staff to quickly end a Patron’s session remotely. This function is not meant to permanently block a Patron from using the system.

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Add Time: Staff can add more time to a Patron’s session, if desired. This is a similar function as the PC-Cop client’s “Extend” button. If the next available time slot has been reserved for another patron, Staff will not be able to extend a Patron’s session.

Pause: Staff can Pause a session remotely for a Patron. This is a similar function as the PC-Cop client’s “Lock” button. The Patron can un-pause/unlock a session at the workstation with his/her Password.

Un-Pause: If a Patron paused/locked a session and forgot the password, Staff can un-pause a session remotely for the Patron.

Send Message: Staff can send a one-way text message to the selected Patron’s session.

The USER SectionThe USER Section is divided into three parts:

1. User Session 2. Account Information3. Add New User

User Session PartThe User Session part allows staff to view the CURRENT and FUTURE session for the selected Patron. It shows the current status of all current and future sessions.

Account Information PartThe Account Information part displays cash transaction history for the selected Patron. Select a Patron by Finding, Typing or Scanning the Patron ID in the appropriate fields. Select the Account from the User Accounts list.

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Staff can add or deduct money to the selected Patron account by clicking the Debit/Credit button. Type in the amount to Debit or Credit amount in the Amount field. Use the default Asset Type.

Accounts can also be given an Account Limit. To set a limit to a Patron Account, click the Account Limit button. Accounts that are set to “No Limit” are considered Staff-only accounts. The system will not charge Staff-only Accounts for print services.

Add New User PartThe Add New User part allows staff to enter a new built-in PC-Cop user to the system. This user will not be added to the Library’s Patron Automation System and will not be validated again the External Patron Authentication System.

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Additional PC-Cop Admin Console FunctionsThe Admin Console allows staff to perform other PC Management functions.

Configure MenuThe Configure Menu allows Staff to enter a PC- Cop license key as previously described. It also allows the configuration of client Messages to be displayed at all workstations controlled by PC-Cop.

ActionsStaff can “View PC Status”, “Shut down”, “Client Auto Update”, and “Enable/Disable Clients”.

View PC StatusThis window will display the PC status of every PC in the system. If a PC is offline (i.e., the workstation is physically offline or the PC-Cop client software is not running), it will display a red “X” icon. This is an indication that there is something wrong with the workstation and Staff should walk up to the workstation to manually check the status.

For an exception, since the Admin Console is a computer within the e-Services system but cannot be used by Patrons, it will always be displayed as an offline computer.

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Shut DownThis window allows Staff to send a Warning Message to all selected clients, initiate a workstation Windows Reboot or Shut Down. Additionally, it allows Staff to Kill the PC-Cop client running on any workstation. To perform any of the commands on multiple computers, simply click on the first PC then click on the last PC in the chosen range while holding down the shift key on the keyboard. If the command must be performed on all the computers in the list, then click on the Select All button. Once the range of computers has been highlighted, then click on the appropriate radio button followed by the “OK” button to complete the command.

Client Auto UpdateTo update the Client software on the workstations, use the Auto Update Dialog.

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Enable/Disable ClientsIf Staff needs to temporarily take down the client software on all the computers in the Library simultaneously, then click on (uncheck) the Enable Clients command in the Actions menu. This command will not permanently kill the PC-Cop client, it will temporarily disable it. This feature can be used in the case of workstation maintenance, when Library technical staff needs access to the computers and having to log in to PC-Cop on every machine is not feasible.

To re-enable the PC-Cop client software, click on (check) the Enable Clients command in the Actions menu. This command will ask if time should be added to any existing session. If not, click on “OK”.

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Staff Kiosk

The Staff Kiosk menu allows Staff to configure the Staff-Only Print Release Station and to Display it once configured. It also allows staff to hide and close the Staff-only Print Release Station Kiosk.

Close The PC-Cop Admin ConsoleTo close the PC-Cop Admin Console, press the ALT – F4 buttons on the keyboard. The default password is “cms237”.

Click the Yes button.

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CONFIGURING the e-Services Management ConsoleThe e-Services Management Console must now be created and configured to connect to the Database on the Database Server.

To create the e-Services MMC (Microsoft Management Console). Go to Start > Run and enter MMC. Click OK to open the MMC.

In the MMC, go to File > Add/Remove Snap-In. Click Add.

From the list of options, select CMS E-Services Admin and click Add.

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As soon as the CMS E-Services Admin is selected, the connection to the database will now need to be build. Click on Build to connect to the database


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After finishing the connection to the database, you will be brought back to the Add Standalone Snap-in dialog box. Click the “Close” button to close the dialog box.

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Click the “OK” button to close the dialog box.

The MMC will now be created and connected to the database. Save the console to the desktop for later retrieval. We will now skip the MMC configuration for now and jump to the Client installation. The MMC configuration will be described in a separate section of this manual due to its complexity.

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Section Six – Macintosh Installation for Print Vend System

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Section Six – Macintosh Installation for Print Vend System Only (optional)

There are two options for Macintosh clients: GateKeeper install or LPD Service install.

Macintosh Client Install: LPD Service

Installing the SDK or JRE on Macintosh1. Download the Java runtime file, currently MRJ 2.2.5 smi 2

(http://www.apple.com/software/)

2. Click on the more downloads link at the bottom of the Downloads Column.

3. You will be prompted for an Apple.com ID. You can create one at this step if you don’t already have one.

4. Scroll to the Search field and type in Runtime Java and then click the Magnifiying Glass. This will return links including one for the Java Runtime Environment 2.2.5.

5. Click the MRJ 2.2.5 link.

6. To save the file to your hard drive, click the Diskette icon in the Software column of the DISCUSSION box.

7. This will create a folder named MRJ Install on the desktop.

8. Double click the MRJ Install folder, then double click Installer.

9. Click OK on the license agreement.

10. Accept the default settings and click on Install.

11. Restart the machine.

Installing the DigiNet Java Popup Server1. Run the Install program for the DigiNet Popup Server.

2. Install at the default location of Macintosh Hard Drive \ Applications \ DigiNet Popup Server.

3. Create an alias of the DigiNet Popup Server by browsing to Macintosh Hard Drive \ Applications \ DigiNet Popup Server. First, click on the DigiNet Popup Server file then click on the File Menu>Make Alias

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4. Place the alias in the startup folder by browsing to the Macintosh Hard Drive \ System \ Startup Items.

Setting up a Macintosh client to use the DigiNet LPD Service.1. Start the Desktop Printer Utility by opening Macintosh Hard Drive \ Apple Extras \

Apple LaserWriter Software.

2. Select Printer (LPR) from the list of possible printer types.

3. Click on the Change button next to the LPR Printer Selection box.

4. Enter the IP address of the machine running the DigiNet LPD Server.

5. Enter the Queue name (Virtual Printer name taken from the DigiNet website) of the desired printer. This is case sensitive and should match exactly.

6. Click OK.

7. If desired, change the Printer Description file (PPD).

8. Click on Create.

9. Enter a name for the printer.

10. Printer will be created on desktop.

Macintosh Client Install: GateKeeper

1. Make sure the Macintosh is running Mac OS 8.6 or later.2. Double-click on the ‘Gatekeeper Installer’ icon, and choose a folder to extract into.3. Drag the ‘CMS DTPU Plug-in’ and ‘CMSHose Plug-in’ into the System Folder of the

boot disk.4. Drag ‘Gatekeeper’ and ‘Gatekeeper Init’ onto the System Folder of the boot disk. 5. Reboot the Macintosh.6. Delete any existing desktop printers you do not want to have available to users on

this Macintosh.7. Locate and launch {Boot}Apple Extras: Apple LaserWriter Software: Desktop Printer

Utility.8. Select ‘CMS’ from the list and click OK. Choose a PPD file, or stay with the generic

description.9. Click the Change… button next to the ‘CMS Printer Selection’ area. Choose a

network printer in the resultant dialog and click OK.10. Click the Create… button and save your changes to a new desktop printer.11. From the Apple menu, select Control Panels, and select Gatekeeper from the sub-

menu.12. Double-click on the ‘Gatekeeper Debug’ control panel and enter the password.13. Configure all the environment variables.14. Set permissions on the displayed printers, as appropriate.

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15. Press the Save button in the main window, and select Quit from the File menu.

Install PopUpServer

1. Drag the PopUpServer Installation Folder onto your hard disk.2. Open the Tracker PopUp folder that you just installed. Make an alias of the

PopUpServer application.3. Drag the new alias into the System Folder Startup Items folder.4. Restart the Macintosh.

Internet Print Service

1. Find the DigiNet server machine (where IPrint service was installed) in the mmc and double click it. 2. Add an Internet Printer for the machine (such as IPrint), the printer name shouldn't have space in it. The printer name will be the print queue name for the LPR printer.3. Add a LPR printer (using LPR portTCP/IP port in XP). Configure the port as follows:

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The printer name or IP address in the above dialog is the DigiNet server's machine name or IP. Make sure the Print Processor is WinPrint for LPR printers.

4. For Mac clients, install the java popup server. Add a LPR printer (make sure the print queue name is correct) pointing to the DigiNet server.

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Section Seven – How the Software Works

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Section Seven – How the Software Works

How PC-Cop WorksThe software can be configured in many ways, depending on the requirement. The following illustration assumes the Library will require Patrons to use their Library card to use the Computer services at the Library.

How Patrons Schedule or Reserve a PCPatrons must have a valid Library Card and Password to print and reserve PC Time. Patrons can walk up to any available computer and log in using their Library Card number and Password to get a current PC session if the computer is available. Patrons can also assign themselves a current or future PC session at the Self-Service Kiosk.

Guests, including users with delinquent Library accounts, can assign themselves a current PC session at the Self-Service Kiosk by clicking the “Guest” button. The system will assign them a temporary Password. Guests can also walk up to the “Reference Desk” and can be assigned a session over the counter.

Patron Self-Service PC Scheduling and ReservationDigiNet e-Services allows patrons to self-schedule a PC session when they walk in the library. There are two ways they can do this. Patrons may login to any of the public kiosks located in the library by scanning their Library Card Number and typing in their Password or by walking up directly to an available computer.

At the Main Menu after logging in, a Patron may click on “Schedule a PC Session”, “Print Your Jobs” or “Add Money to Your Library Account”. The Main Menu has a 1 minute (configurable) time-out. If the Kiosk is not used within 1 minute after logging in, the Patron will be automatically logged off by the system. To logoff the Kiosk, the Patron needs to click the long red button at the bottom that reads, “When Finished, Click Here to Log Off”.

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The Patron can click on the “Schedule a PC Session” TAB at the top or the blue BUTTON to display the PC Session assignment screen. In the screen, the Patron will follow four simple steps.

“STEP ONE”: The Patron clicks on the “Schedule a PC Session HERE!” tab.

“STEP TWO”: The Patron will Select a Library Site and Location within the Library.

“STEP THREE”: The Patron will Select a Schedule Time. If the Library does not have Computer Groups enabled/configured, the Patron will not need to select a Computer Group.

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“STEP FOUR”: The Patron will Select a Schedule Session along with an available computer. The Patron will select the desired PC then click the ‘Accept’ button. The Patron can also choose to print a receipt confirming the assigned session.

The Kiosk will print a receipt, if selected, and display the Schedule Summary. If the Patron clicks Next, the Kiosk will return to the first screen.

Logging in at the WorkstationWhen a session has been assigned at the Self-service Kiosk or at the Admin Console by Staff, the workstation will be automatically protected and the Patron’s Library Card

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number will be displayed at the workstation. To protect Patron confidentiality, the system will only display the last 5 digits (configurable) of the Library Card number.

When a Guest user has been assigned a session, the word Guest will be displayed at the workstation.

To log in at a session-assigned workstation, Patrons must only type in their Password. Walkup Patrons can log in at an available workstation by typing their Library Card number and Password.

When a Patron is validated, and the patron logs into their PC-Cop session, the system can display an Acceptable Use Policy.

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When the Patron accepts the Acceptable Use Policy, the Patron will display the following dialog box with the available time in the session. Additionally, the Patron can lock (“Lock”) or end (“Logoff”) their session by clicking the appropriate button. The clock will display the remaining minutes in a session. When the remaining time reaches down to less than 10 minutes, it will also display the remaining seconds in the session. The session-extension button (“Extend”) will be enabled once 45 minutes (configurable) has elapsed.

The Time Left dialog box has a color coding feature that gradually changes color as the time runs out. When there are 15 minutes or less left in a session, the digital clock shows the numbers in yellow. When there are 5 minutes or less in a session, the digital clock shows the numbers in red. When there is less than 1 minutes left in the session, the digital clock flashes in red. If the Patron extends the session and time is added to the session time clock returns to the original color of green.

Logoff: The Patron can voluntarily end a session by clicking on the “Logoff” button. If the Patron chooses to end a session early, the remaining time will be available for the use in a different session the same day. However, time is not transferable from day to

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day. When the Logoff button is clicked a confirmation box will appear and the Patron will be asked to confirm the end of session.

Lock: If a Patron clicks on the “Lock” button, the session will be locked for up to a grace period of 10 minutes (configurable) only. The time in the session will continue to count down. The Patron will be asked to confirm the Lock request. Once confirmed, the system will go back to the log in screen and will scroll a message saying that the computer is in use and that the Patron has stepped away. If the Patron does not return by the end of the grace period, the session will end and the machine will be made available to others.

Extend: The “Extend” button will appear 15 minutes (configurable) before the end of a session. It allows the Patron to automatically extend a current session for more time within the minimum extension requirements (IF the PC has not been reserved by someone else and IF there is at least 1 (one) other PC available in the Library). When the Extend button is clicked, a confirmation window appears. When the extension is confirmed, an Alert window will notify the Patron that the extension succeeded, and the “Extend” button becomes disabled. If the minimum extension requirements are not met, the Patron will be notified and the extension will not be granted.

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Other Patron Session SettingsSession Login & Grace period: Patrons are entitled to unlimited 60 minute (configurable) sessions. Sessions are allows a 5-minute (configurable) grace period. If a Patron does not login within the grace period time, the session will be cancelled and the machine will be made available to others. When a session is assigned by a Patron at the Kiosk or by Staff at the Admin Console, the session will be automatically protected, and the Patron with the correct Password will be able to log in. Additionally, the workstation will display a message saying that the computer has been assigned to a user. The computer will also display the amount remaining in the Grace Period.

Scheduling sessions at other Branches: Patrons can schedule sessions at the local branch and optionally at the other branches if configured.

Session Extensions: Patrons can elect to extend their session if the machine they’re using was not scheduled for somebody else immediately following their session. The EXTEND button will be enabled only after 45 minutes (configurable) into their current session. After the first 45-minutes into their session, Patrons can keep extending their session up to ten (10, configurable) 30-minute sessions if the machine continues to be available.

Session Locking: Patrons can lock a session. This will hold their computer for 10 minutes (configurable). After 10 minutes the session is closed and the machine is made available to others.

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PC Idle Message: After 3 minutes (configurable) of inactivity the Patron will be notified of the Session Inactivity saying that the machine has been idle for 3 minutes. To continue the session, the Patron will need to click the OK. If inactivity continues, the session will end in 2 minutes (configurable). The inactivity period is 5 minutes (configurable).

Near End Warnings: Patrons will receive 2 dialogs warning them the session is nearing the end. The first warning will be given at 10 minutes (configurable) and the second will be given at 5 minutes (configurable). Patrons can always attempt to extend their current session.

Manually Overriding the PC-Cop Client (Admin Mode)The PC-Cop client software can be manually bypassed. This feature will allow Staff to “Re-activate” the client, to permanently “Close” the client, to “Restart the Computer” and to “Shutdown the Computer”. Additionally, you can view version information for the client software by clicking on “About”. To perform this, press the ALT and F4 keys at the same time. This will invoke a dialog asking for a password to enter the Admin Mode. The default Bypass password is “cms237”. It is imperative that the system administrator change this password using the e-Services Admin Console.

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In Admin Mode, the PC Cop client software will display a white clock icon in the system tray indicating that the client is in Admin Mode. While in Admin Mode, the PC Cop client is still connected to the Admin Console on staff computer, so the computer will still display a status of OK (Online). A future build will display a status of “Admin Mode.”

You may right-click on the white clock icon in the system tray to perform a “Re-activate” of the client, to permanently “Close” the client, to “Restart the Computer” or to “Shut Down the Computer”.

Click on “About” to read the e-Service software version information.

How Pay-to-Print Works

Printing at WorkstationBlack & White printing is available at a charged of $0.10 (configurable) per page and Color at $0.25 (configurable) per page. Patrons can pay for their print jobs directly at the workstation using their online Library Card accounts or they can submit the jobs to the e-Services Kiosk and pay for the jobs using online account or cash (coins and/or bills in any combination). There are three available payment methods: Cash, Mag Card (if configured), and Patron Online Debit Account. In order for Patrons to pay and print at a workstation, they must have enough money on their Online Accounts.

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Pay at the Workstation with Online AccountTo pay for a print job at a workstation, a Patron will print by selecting File->Print. The print job will invoke a payment confirmation window that will display the name of the document, the Patron ID, the name of the selected printer, and the available funds in the account. When the Patron selects OK to print the job, the account will be debited the Job Price amount and the print job will sent directly to the printer and the process ends. If the Patron clicks on Cancel, the job will be submitted to the Print Release Station for later retrieval.

Guests or Patrons Printing without enough Money on AccountIf a Guest user or a Patron who does not have enough money on an account prints a job, the print job will invoke a window at the workstation telling the Patron that no payment could be made at the workstation and that the job will be sent to a Print Release Station.

A second window will ask the Patron to type in a generic description (optional) for the print job as well as a job Password for privacy protection. This is a security feature to prevent print jobs form being printed/deleted by non-authorized people.

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A third window will inform the Patron that the job was submitted and again tell them to walk up to the nearest release station to pay and print the job. It also reminds them to not forget the password.

Print a Job at the Print Release StationTo pay for their print jobs using coins and bills, Patrons with Library cards and Guests alike will log in at the Kiosk using the appropriate method. Patrons with Library cards will scan or type in the Library Card and enter a Password. Guests will simply click on the “Guest” button.

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Once logged in, the Kiosk will display the Main Menu. The Patron will then click on the “Print Your Jobs” TAB at the top or the long blue BUTTON.

A Patron with a Library Card will see only their print job(s) in the “Print Your Jobs” tab. A Guest user that submits a print job will see a list of all the print jobs submitted by all the Guests. The job password option that was offered to the Guest user at the workstation at the time of printing the job is the only thing protecting the job for the Patron.

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In addition to printing a job, the Patron can also “Delete” a print job (the delete function will require a job password), “Filter” for the desired job, and can get additional “Help”. The Filter button will allow a Patron to find a job by typing in a document property like a word in the name, the workstation name, or the description of the print job. The “Help” button displays a window with written instructions of how to print a job at the kiosk.

Some Kiosk may be configured in Simple Mode when there is only one printer at the kiosk. If so, the bottom of the “Print Your Job” tab will look similar to this:

In the “Print Your Job” tab, the Patron will click on the print job that needs to be printed and will then click on the printer they want to print to. When the Patron clicks on “Print” button, the software will display a window called “Confirm Payment”.

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The Confirm Payment window displays the document name, the workstation from where the print job was sent, the Patron (User) Library Card number, the number of pages in the job, the number of copies in the job, the time the job was sent and the total job price. The Confirm Payment window will also display the Cash (Coin/Bills) and Online Account balances as well as the new balances after the transaction is completed.

In the above example, the cash balance is $0.00, which means the Patron has not deposited coins or inserted bills, and the second row shows the online account information.

NOTE: When printing from a workstation, e-Services will debit the online account. If the account is not funded or doesn’t have enough fund, the job will be sent to the kiosk. If the Patron’s account has enough fund but he/she chooses to pay for the print job with cash, the Patron can click the CANCEL button at the workstation and DigiNet will send the print job to the kiosk. The Patron can then walk up to the Kiosk to pay with cash at kiosk by inserting coins or bills into the vending unit.

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How to Add Cash to Online Account

Making Deposits to Online Accounts and Checking Account BalanceTo make a cash deposit with coins and bills to an Online Library Account, Patrons with Library cards will log in at the Kiosk. This feature is only available to Patrons with Library cards. To log into the Kiosk, a Patron will scan or type in the Library Card and enter a Password.

Guests or people that click on the “Guest” button cannot use the “Add Money to Your Library Account “. If a Guest user clicks on “Check Balance” button in the “Add Money to Your Library Account” screen, an error dialog will be invoked informing the user that online accounts are not available to guest users.

Once logged in, the Kiosk will display the Main Menu. The Patron will then click on the “Add Money to Your Library Account” TAB at the top or long green BUTTON.

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When the Patron clicks on the “Add Money to Your Library Account” TAB or long green BUTTON, the Cash Transfer Station screen will allow a Patron to view the current account balance. To deposit money, the Patron should follow the 3 easy steps: #1. Click on the ‘Check Balance’ button; #2. Insert cash into the coin and bill acceptor; #3. Verify the new balance and click on OK.

If the Patron has inserted cash into the cash acceptor and clicks on Cancel, the cash will be returned in the form of change. It’s important to note that if the Patron inserted bills, the returned change will be coins. The bill acceptor accepts $1.00 and $5.00. ($10.00 and $20.00 may be accepted if configured) The change tubes hold a total of $34.00 in change of combined denominations. If many Patrons insert bills and expect change, the change tubes will soon be depleted and the cash acceptor will indicate to use “Exact Change Only”. The system will stop accepting bills until there is enough change to dispense for each bill type. For example, a $1.00 bill will be accepted only if there is at least $1.00 in change.

When the Patron clicks on OK, the kiosk will display the confirmation screen and when patron clicks on Yes the kiosk will ask if the Patron would like a receipt. If so, it will print out a receipt.

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Section Eight – MMC Configuration

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Section Eight – MMC Console Administration

All backend configuration and administrative functions are preformed in DigiNet e-Services using the MMC interface. There several activities related to the maintenance and management of the MMC. The Console functions allow administrators to customize how data is organized and how it is reported. In most cases, e-Services will operate correctly without making any changes.

Administering e-Services

DigiNet e-Services has been designed for systematic administration (management). An understanding of the basic components of the MMC Console is very important. There are four (4) major sections in the management of the MMC. We will briefly discuss each section in its order so that it can easily be understood. Following the short discussion, we will discuss in detail certain important aspects that one will need to make changes.

It is not expected that one understand each of the areas initially, but in time, all of these areas should become more familiar to better utilize the powerful management potential this software provides.

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Upon installation of e-Services, you should configure the backend system to the desired parameters. To do this, open the MMC Console and right-click on the “Database” field. In the drop-down list, click on Properties. The system will display a dialog box with 4 tabs.

The “Database Config Options” tab is used to configure environment settings.

The “Printing Config Options” is not to be used at this time. This has been added for future system expansion.

The “Computer Control Server Options” tab is used to configure the server parameters.

The “Computer Control Client Options” tab is used to configure the client-side parameters.

To edit any of these options, click on the parameter you need to modify and then click on Edit Option.

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Area One – Accounting

Common Setup

Asset Types

Accounting Periods

Price Tiers

Price-Tier Groups

Misc. Charge Type

Misc. charge types are given a name, a unique description and assigned a tax rate if applicable.

Accounts

Every account is assigned a number and given a description, an expiration date, and a minimum balance figure. It is also noted whether it is active or non-active. It is assigned a tax rate if needed. Account balances can be reported for each account. Every account can be setup to allow only certain user groups to use the account. The user account must match the account number setup in this permissions area.

Account Groups

All users are assigned to an account group and each account group is assigned a group name. A unique description can be entered about the group. The account group is assigned to a Parent Account Group that is given a name. A Parent/Master Account can have many Account Groups, which, in turn, can have many User Groups and Users. Every Account Group or User can have only one Parent/Master Account.

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Auto Credits

Cards

Cash DevicesArea Two – Organization

Common Setup

Domains

Each computer being used is running on some sort of network Domain. An example would be the “NT” domain. To further describe the domain there is a place to provide a unique description of the domain.

Manufacturers

An important concept to understand is how DigiNet organizes printers. DigiNet starts with a manufacturer and each manufacture has one or more printer models.

Departments

Sites

Locations

Account groups are assigned a location name in order to identify each of them.

Computers

Each computer is given a name, description, and its location.

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Computer Groups

Users

Each user is assigned to a network domain, given a user name, listing of the user’s full name, description of the user, the group name to which the user is assigned and an account number.

User Groups

All users can be assigned to a user group, which can be given any name. A unique description can also be entered for each group. The first group created should be the top-level group, for example, the name of the company. This top-level group can contain sub-groups with the sub-groups containing additional user groups. Each user can be placed into only one user group.

External User TypeArea Three – Reproduction Devices

Common Setup

Print-Device Models

Each printer model is unique in one or more of the following characteristics: name of manufacturer, model name, model number, whether it prints color or is black and white only, whether it duplex prints or not, whether it collates for not whether it staples or not, and whether it punches holes or not.

Print-Device Price Schemes

Each printer must be assigned a price scheme name. All printers are set to the default price scheme that comes with DigiNet e-Services. This can be changed if needed. Before setting up DigiNet Printer Price Schemes, determine how pricing schemes should be managed. Pricing can be set by or at the

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• Printer model, • Actual printer, or • Virtual printer

When the Administrator sets the pricing scheme for the Printer Model

• No pricing scheme is required for the Actual Printer and the Virtual Printer because they inherit this pricing scheme when they have none of their own.

• The Actual Printer and Virtual Printer may use this Printer Model pricing scheme.

• The Actual Printer may have its own pricing scheme that will override the Printer Model pricing scheme.

• The Virtual Printer may have its own pricing scheme. If it does not have its own pricing scheme, it will inherit the Actual Printer pricing scheme if it has one or the Printer Model pricing scheme if the Actual Printer has no pricing scheme.

In other words, when the Virtual Printer has no pricing scheme, it will inherit the pricing scheme of the Actual Printer. If the Actual Printer has no pricing scheme, both the Actual and Virtual Printers will inherit the Printer Model pricing scheme that is the program default until it is changed or until the pricing scheme of the other printers are changed.

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Print-Device Maintenance Types

Print-Device Advanced Pricing

Print-Device Paper Sizes

Printers

Several Actual Printers may be the same printer model. Each Actual Printer can be shared with users from different machines using different names; this is what DigiNet would call an instance of a Virtual Printer. Virtual printers are given a name and are assigned a computer name, meaning the computer from which they receiving print jobs. They also have a printer device name assigned to them as well as a network share name. A printer driver is assigned to the virtual printer along with a price scheme name.

Copiers

Faxes

MFDs

Print-Device GroupsArea Four – Reports

One of the major purposes for the reports generator is to make costing analyses and accounting for printers, users, groups, accounts, jobs, projects, estimations, proposals, etc. The validity of the reports generated will be determined by data input accuracy and the pricing scheme established. The pricing scheme defaults that come with DigiNet e-Services should be reviewed often to determine if they meet the needs of the company. They can easily be changed to reflect actual costs. The costing schemes should be valid indicators of the true costs.

The reports that are available from DigiNet Report Generator are those specific to information contained in the web site database server. Such data can provide information

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with respect to printer usage, utilization and cost by whom, where and when. The content of the reports depend upon the information required by the Administrator.

A note on Security

Windows NT can be used to:

• Restrict user access to the printer control panel. Users can be denied the rights to manage the printers on their machines.

• Keep users from changing the print processor configuration from the DigiNet print processor system policies.

• Restrict users from renaming the print processors in order to add non-tracked printers.

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APPENDIX

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Appendix A – Install Microsoft SQL Server

DigiNet e-Services can be installed with either an MSDE or SQL Server database. The Administrator can choose to install MSDE if the location will have up to 5 simultaneous connections to the database, in any combination of Admin Consoles and Kiosks. Each Admin Console and each Kiosk require one connection to the database. If more than 5 simultaneous connections to the database are required, then MS SQL Server must be installed.

Microsoft MSDE 1.0 or 2.0The e-Services software ships with MSDE. If MSDE is to be installed, skip the SQL installation section and go directly to the Database Server installation

Microsoft SQL Server 7.x

SQL Server needs to be installed on a 2000 Server or XP Professional machine before DigiNet e-Serivces will operate. Below is a brief description of the installation steps. Contact Microsoft for additional answers to questions regarding this product.

Make sure you are logged into Windows 2000 as an Local or Domain Administrator.

Insert the SQL Server CD to start the Autorun program or select Setup Manually.

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Select Install SQL Server 7.0 Components from the list of choices.

Select Standard Edition if running 2000 Server, Select Desktop Edition if running Windows 2000 or XP Professional. This will start the InstallShield program.

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In most cases, the install will be to the local machine. If this is the case, select Local Install – Install to the Local Machine. If the install is to a remote machine, select Remote Install – Install to a Remote Machine and then pick the machine to install to. Click on Next.

Click Next on the welcome screen.

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Click Yes on the license agreement.

Enter the Name and Company information on the User Information screen. Click Next.

Enter the correct CD Key. You will find this number on the yellow sticker of your CD liner notes or the CD sleeve on the SQL CD case.

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The next screen is the Product ID screen. This will provide you with your Microsoft Product ID number. If you need to call Microsoft for technical support, you will need this number. Please record this on the Administrator’s Information Record page in Appendix E. Click OK.

Select Typical for the installation type.

Change to the “Use the Local System account” option.

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Click on Next to start copying files to the computer.

Clicking Next on Start Copying Files screen will take you to the Choose Licensing Mode screen. Select the license choice desired, either per server or per seat. If you are not

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certain, change to Per Seat. Click on Continue. If you are prompted with a confirmation, click on “I Agree that” and then Ok. (Disregard warning: “Stopping process” as process will begin again automatically.)

When the installation is completed, the following screen will appear. Click on Finish.

If the SQL autorun screen shown below is still visible, click on Exit. This concludes the SQL Server installation steps.

Microsoft SQL Server 2000

Microsoft SQL Server needs to be installed on a 2000 Server before the DigiNet program will operate. Below is a brief description of the installations process. Contact Microsoft for

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additional answers to questions regarding this product. Make sure you are logged into Windows as an Administrator.

Insert the SQL Server 2000 CD. If the autorun does not start the installation, click My Computer, then click the SQL Server 2000 icon.

Select SQL Server 2000 Components

Click on Install Database Server to install the full version of SQL Server 2000. This will launch the InstallShield.

Click Next on the Welcome screen.

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Usually, the installation will proceed to a local machine. If this is the case, then select Local Computer. If the installation is to continue on a computer located elsewhere in the network, select Remote Computer and select the appropriate network computer to install to. Click on Next.

Enter your user information.

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Click Yes on the Licensing Agreement.

Select Server and Client Tools as the type of installation.

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Click Next if this is a new installation, with no other SQL installations present. If SQL is present, choose to either maintain or rename the new installation.

Select Typical for the installation type.

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Leave Use the same account for each service selected. Check Local System Account.

Choose the Windows Authentication Mode option.

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You are ready to begin copying files. Click Next to begin.

Windows may detect a process running that may delay installation. This window may be blocked from the top most view. It is not necessary to shut down the process. Click Next to continue.

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Click Finish to start copying files. This can take several minutes depending on your system. Please note that the Microsoft MDAC is also installed in this step and does not need to be installed in a separate step.

Click Finish to return to your Windows Desktop. The SQL 2000 installation is complete.

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Appendix B – Installing MDAC

Microsoft Data Access Components 2.5 SetupPlease make sure that all Windows computers have an updated MDAC component. This program will automatically be installed at the end of the SQL Server installation (You may be prompted to begin installation). However, you will need to get the updated file from Microsoft at: http://www.microsoft.com/downloads/release.asp?ReleaseID=18822

Once the Microsoft Data Access Components has been downloaded, install MDAC using the following steps.

Click on the MDAC Version 2.5 installer by clicking on the file mdac_typ.exe. Click Yes to accept all terms of the End User License Agreement. Click Next.

DigiNet e-Services

http://www.microsoft.com/ntserver/nts/downloads/recommended/SP6/x86Lang.asp

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The Microsoft Data Access Components 2.5 Setup screen will appear. Click Next to install the program.

When the install is completed, you will be taken to a screen indicating Setup is Complete. Click Finish.

You can now exit the MDAC Installer screen.

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Appendix C – Silent Install of the DigiNet E-Services Client

First extract the files from Client Installer. The following instructions assume that WinZip is installed.

Right-click on the file and select Extract to.

Pick a folder to extract the install files. This will expand to 9 files.

Click on Start > Run and browse to SETUP.EXE in the folder chosen in step 2.

Click in the command line and add /r after setup.exe. This causes Setup.exe automatically to generate a silent setup file (.iss file), which is a record of the setup input, in the Temp folder.

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Answer the installation questions and after installing the installer will create a file named SETUP.ISS. This file may be in the Windows folder, if not search the drive for this file.

Copy this file into the folder containing the extracted DigiNet e-Services files.

Move the entire folder containing the extracted DigiNet e-Services files and the setup.iss file to a folder on a server that the Domain Controller can access.

Give all users the right to read from this folder

Edit the login script to include this line:

\\ServerName\ShareName\setup.exe /s

This will silently run the installer as each user logs into the network.

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Appendix D – Differences Between SQL Server & MSDE

SQL Server Desktop Engine is the same engine upon which Microsoft SQL Server 2000 is built. With two limitations, Desktop Engine provides full SQL Server capabilities.

When delivered in Desktop Engine form, Microsoft has limited SQL Server in two ways:

o No single database can exceed 2 gigabytes in size. However, each Desktop Engine server instance can contain many databases, each of which can be up to 2 gigabytes in size. Each computer can host up to sixteen instances of Desktop Engine.

Performance will rapidly decline when more than five simultaneous users use the database engine at the same time. With five users or less Desktop Engine will operate with full SQL Server speed.

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Appendix E – Gates Foundation Computers

Gates computers are PCs running Windows NT 4.0 Workstation and are setup to use System Policies. System Policies are setup using the Policy Editor, which creates files with a POL extension. If the PCs log into a NT domain the POL file resides on the server in the NETLOGON share (C:\winnt\system32\repl\import\scripts). This file is named NTCONFIG.POL. If the PC is not logging into a domain the POL file is located in C:\Policies.

Open the POL file with the Policy Editor by logging in with the Administrator account (EXEC on Gates computers). Click on Start > Programs > Administrative Tools (Common) > System Policy Editor. Once in the Policy Editor click on File > Open and browse to the POL file. This will show all the profiles that the PCs can use. Double-click on the profile you wish to edit, then scroll to the System heading. Expand System > Restrictions and then click on Run Only Allowed Windows Applications. If the box at the bottom of the screen has a check, then this profile is configured to only allow certain programs to run.

You must add the executable file name you would like to run under that profile. To do this click on Show to display the following dialog.

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Click on Add, then type in the executable name as detailed below.

For DigiNet enter: Proctool.exe

Click OK on all open screens. This will take you back to the Policy Editor. Repeat these steps for all other profiles that need to run these programs. Click on File > Save and then exit the Policy Editor. The programs entered will now be allowed to run for the Profiles altered.

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Appendix F - Troubleshooting

Concern: Print job is not logged and Event viewer shows the error “Unable to access the Add-in list in the registry…”

Solution

Add the service account being used to run the DigiNet Print Tracker to the local Administrators group.

Concern: Event viewer displays: Add-In CMSnet.AddInManger.1 reported the following error: Handled Exception 0x80040E09 : IDispatch error #3081

Solution

The Windows account being used to run the DigiNet Print Tracking service does not have rights to the SQL database. In SQL Server Enterprise Manager, assign the User Rights to the database. See the section Creating SQL Server logins in SQL 7.0 and SQL 2000.

Concern: You receive the following error when re-installing after a failed installation.

Solution

Open the Control Panel and select Services. Stop the "DigiNet e-Services Print Tracking" service. Continue the re-installation.

Concern: Registry entries from cancelled installation are blocking reinstallation.

Solution

Run the RegEdit program. Expand the HKEY LOCAL MACHINE>SOFTWARE>CMS, INC. keys. Delete the keys named “PrintServer”, “Server” and “Database”. Also under HKEY LOCAL MACHINE key, expand SYSTEM>CONTROL SET1>CONTROL>PRINT >ENVIRONMENTS>WINDOWS NT x86> PRINT PROCESSOR. Delete the “CMSProc” key. You will now be able to reinstall with no prior registry settings.

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Concern: When running the PopUp server on a Windows 95 machine you get error messages about missing Ws2_32.dll or Wshelp.dll.

Solution

The Winsock 2 update must be installed. This file is available from Microsoft.

Concern: Administrator cannot delete CMSProc.dll.Solution

This is a three-step process. First, at the command prompt, type NET STOP SPOOLER then enter. Next, in Windows Explorer, navigate to the DLL in PROGRAM FILES> WINNT>SYSTEM32> SPOOL>PRTPROCS. Select the appropriate file and delete. Lastly, return to the command prompt and type NET START SPOOLER.

Concern: A print job from a Windows 9.x machine is causing the DigiNet popup dialog to display on the server.

Solution

Windows 9.x computers require the DigiNet Print Server software to be installed when PopUps are required.

Concern: The following message is displayed in the Event Viewer, “The print job is too large for the spooler.”

Solution

When a print job goes to the server our program asks Windows for the memory needed for the print job. If Windows tells us there is not enough memory we cannot process the job so it is canceled. The server needs additional virtual memory or RAM. To increase virtual memory, Right-click on My Computer and select Properties. Click on the Performance tab and click Change to increase the size of the paging file.

Concern: Client print jobs are deleted without being printed.Solution

This occurs when client PCs, with the Pop Up Dialog Window software installed, have names consisting of all numbers. Windows recognizes an all numeric NetBIOS name to be an IP address and tries to resolve it in that manner. When Windows cannot resolve the name, the print job is deleted. Rename the PC with an alphabetical or alphanumeric name.

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Concern: When printing from the client, a Windows error is generated: The RPC server is unavailable.

Solution

Check to see that the computer running the Print Tracking Server is turned on. If that machine is running, check the registry settings for DigiNet (HKEY_LOCAL_MACHINE\ SOFTWARE\ CMS, INC.) to see that they match your true layout. The entries are case sensitive. Change the entries if necessary.

Concern: Some print jobs are being cutoff or print jobs are printing pages with incomplete information.

Solution

Make sure the correct versions of drivers for the specific printer are installed and also for the correct OS. Make sure that both server and client are using the same driver version, for example, PCL6. Set a default configuration for printer drivers and set all printers to the default.

Concern: Print jobs remain in the queue after successful printing. Solution

Check the properties of the printer in question and click on the Scheduling tab. Deselect the box for Keep Documents After They Have Printed. Check this setting on both server and client.

Concern: When using the DigiNet IPRINT Service, print jobs from Macintosh clients will not print. The Event Viewer has the following DigiNet entries:

Add-In PopUpMgr.PopUpAddIn.1 reported the following error: Handled Exception 0x80070057 : The parameter is incorrect.

Add-In PrintLog.LoggerAddIn.1 reported the following error: Handled Exception 0x80004005: Unspecified error, From PrintLog.LoggerAddIn.1, Cause: Missing User Name: User Name has not been set

Solution

The Macintosh client has not been configured with a network identity. In the client File Sharing Panel, enter an Owner Name, Owner Password and Computer Name. If the problem continues, the System Administrator may need to edit the Print Tracking Server hosts file, adding the name and IP address of the Macintosh client which is not responding.

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Concern: Installing 2nd (or more) Print Tracking Server has generated a Service Account error on new Print Tracking Server.

Solution

Make sure that the original Service Account is a Domain Admin account. The default installation is geared for a Local Admin account but will not work for multiple Print Tracking Servers. Create a Domain Admin account and assign rights from that account.

Concern: After installing the Print Tracking Server and the Database Server on two separate computers, print jobs enter the print queue but are cancelled and deleted. The event viewer reads:

Add-In PrintLog.LoggerAddIn.1 reported the following error: Handled Exception 0x80040154: Class not registered

Solution

The DigiNet Database Server requires a file included in the Print Tracking Server installation. Take a copy of the file CMSDAL.DLL from your Print Tracking Server, in a local folder; ie. \program files\diginet and copy it to the hard drive of the DigiNet Database Server computer. On the DigiNet Database Server, open a command console and navigate to the folder where you copied the CMSDAL.DLL file. Type <regsvr32 cmsdal.dll + ENTER> to register the file.

Concern: The CMSProc Print Processor does not appear as a print processor choice in the Printer Properties after installation of DigiNet Print Server software.

Solution

From a command console, navigate to the DigiNet directory (ie.; c:\program files\diginet) and type proctool cmsproc –install. This will add the processor to the available list.

Concern: Print jobs continually hang in queue and spooler stalls.Solution

This is a known symptom of an overloaded Windows NT 4.0 server acting as a print server. This and other Windows NT 4.0 printing limitations have been fixed with the release of Windows 2000 and are discussed at length in this Microsoft Webcast http://support.microsoft.com/servicedesks/webcasts/wc050200/wc050200.asp?fr=1.

DigiNet e-Services

http://support.microsoft.com/servicedesks/webcasts/wc050200/wc050200.asp?fr=1

http://support.microsoft.com/servicedesks/webcasts/wc050200/wc050200.asp?fr=1

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Visit http://support.microsoft.com/support/kb/articles/Q179/1/56.ASP for information about expanding the print serving capabilities in Windows NT 4.0. The Microsoft Knowledge Base article details registry edits designed to allow more ports to be used for LPR printing.

Concern: DigiNet displays the error No Raw Data.Solution

Install the latest driver from your manufacturers website. Remove the check from “Enable advanced printing features”.

Concern: Sending a print job from a Release Station Client displays the error No Raw Data.

Solution

Open the Registry editor and navigate to the CMS, Inc. key (HKEY LCOAL MACHINE \ Software \ CMS, Inc. \ CMSNet \ PrintTracking ). Add a DWORD value key to the PrintTracking key with the name AlwaysSendJobData and enter a value of 1.

Concern: The public Kiosk is frozen—it won’t scan library cards, patrons can’t type on it, and the letters that scroll in the banner are scrolling VERY slowly.

Solution

Check the PCs to see if they have received a message that they cannot connect to the server. If they have not received this message, reboot the public Kiosk by closing the screen and then selecting “Shut Down and Restart” from the Start Menu of the Kiosk.If the PCs do receive the message about ‘cannot connect to server’, then the admin console needs to be rebooted following the steps below:

1. Close the “Staff Kiosk” program.2. Close the PC-Cop Admin Console program.3. Reboot the admin console selecting “Shut Down and Restart”

from the Start Menu of the Kiosk.4. After the console has rebooted, open the PC-Cop program.

Check that the message is gone from the PCs and that the patrons are able to use the computers. Check that the public Kiosk is able working also.

Concern: The keyboard will not type the patrons PIN number when they type it in and it seems to be frozen.

Solution

DigiNet e-Services

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CMS, INC.

Unplug the keyboard cord from the barcode scanner cord and re-plug it in. Have the patron rescan their barcode.

Concern: No one is able to log on to any of the PCs, their library cards will not display on the PC, their reservation time has arrived and the grace period has not passed, their PC shows that the computer is available for one or two hours, and when you try to log them on with the public Kiosk, the system will tell them that their computer is in use.

Solution

On the admin console, check to see if two PC-Cop Admin Console programs are running. If they are, close one. Close all instances of PC-Cop (there might be one or more sessions running on the console.) Open up a new PC-Cop session. Verify that the patrons are able to log on.

Concern: There is a delay in an immediate reservation. A patron makes an immediate reservation on a PC. They go to the PC and it indicates there are 1-3 minutes available on the system and the time for their reservation has passed. Their library card number is not displaying.

Solution

There is a time delay between all the computers that control registrations. To correct this problem, synchronize the time on the admin console, the pubic Kiosk, and the main database computer.

Concern: Printing is not working on one PC, but works on all the other PCs.Solution

Probably the PC has a print job that is preventing other print jobs from this PC from going to print. When this job is removed, usually print jobs will work again. This happens when the print job is too large for our printer, or the document includes unusual fonts or non-print computer ‘escape’ codes. Use these steps to check and clear a print job:

1. Press and hold the ALT key and at the same time press the F4 key.

2. Type in the bypass password to exit PC-Cop.3. In the Start menu, click on “Printers and Faxes”4. Click on the “Black and White” printer icon. A list of print jobs in

the print queue will display.

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CMS, INC.

5. Click on the first one to highlight it. Delete it by selecting Cancel or Delete under the “Document” menu.

6. The next document should move to the top and list a status of “Printing”. If it does not, repeat these steps until a job does.

7. If there are no jobs listed under the “Black and White” printer, follow these instructions for the “Color” printer also.

It is important to note that our printers are four years old and will not print ‘everything’.

Concern: Prints are not showing on patrons’ accounts. All the computers can print the for-free copies directly to the printer. But when they need to pay for a print job, the print job will not show on the Print My … page of their record on the public Kiosk. Patrons are still able to make reservations on the public Kiosk.

Solution

The network cable on the back of the public Kiosk computer is probably loose. Push on the cable to be sure it is completely pushed in. Log the patron off the Kiosk if they are not already. Then re-log the patron onto the Kiosk and see if the jobs appear in their print list. If it doesn’t, then call Helpdesk for assistance. Note: Staff has the ability to print these jobs for patrons (for free) from the admin console.

1. Using the Staff Kiosk program, enter the library card number and PIN of the library card that is taped to the top of the admin console monitor. This is known as the ‘super-card’.

2. Click on the “Print My…” tab at the top of the screen. This will display all the print jobs for the day that have not been paid for or printed by the patrons. These jobs can be sorted by the time or workstation number by clicking on the top of these columns. This is helpful to identify the correct print job.

3. To print the job, click on the job, click on the printer to be used, and click print.

4. A password screen will display for the print job. If the patron passworded their job, you will need to input it here. Otherwise, just click the OK button.

5. A final screen will display showing the cost for the item that will be ‘unlimited’. Click on the Accept button.

6. The print job will begin to print.7. Log off the ‘super card’.

DigiNet e-Services

CMS, INC.

Concern: Coin box is not giving change. A patron pays for a print job that is less than $1.00. They deposit a dollar bill and do not receive change.

Solution

There is probably a jammed coin in the change tubes of the coin box. Follow these instructions to check:

1. Use the silver key to open the back of the coin box.2. Press the ‘No’ and the ‘Yes’ buttons together (at the same time)

for about 5 seconds. The display on the coin box will change to “Cash” and flash a dollar amount.

3. Press the “Yes” button four (4) times to progress through the “Box”, “Bills” and “Tubes” amounts until the display reads “Done?”

4. Press the “No” button. The display will ask if you wish to dispense a nickel. Press the “No” button. A nickel will drop into the box. If it does not, then this tube probably has a stuck coin. To clear the stuck coin, shake the coin box a little and try to dispense one again by pressing the “No” button again. If this does not work, unplug the power from the unit, take the tubes off the machine and use a pointed instrument to ‘un-stick’ the coins.

5. If a nickel does dispense in step ‘d’ above, then press the “Yes” button to move to the dime tube. Press the “No” button to dispense a dime. If none drops follow the steps in ‘d’ above to clear the tube.

6. If a dime does dispense in step ‘e’ above, then press the “Yes” button to move to the quarter tube. Press the “No” button to dispense a quarter. If none drops follow the steps in ‘d’ above to clear the tube.

7. Press the “Yes” button one more time for the display to read “Done?”. Press the “Yes” button.

8. Close and lock the unit.9. Press the coin return button to get the correct change for the

patron. If the correct amount does not dispense, call the CMS hotline at 800-765-4656, ext. 105. Leave your name, the library name, the phone number at the service desk, the machine number and the problem (stuck coin that can’t be cleared).

Concern: The exact change light (red) is lit on the coin box and patrons complain that they cannot use five or one dollar bills.

Solution

DigiNet e-Services

CMS, INC.

The coin box is low on change and does not have enough to provide change. The minimum amount of change that the machine must hold to turn off the exact change light is $0.85 in nickels, $1.40 in dimes, and $0.75 in quarters. Change can be added to the box using these procedures:

1. Use the silver key to open the back of the coin box.2. Insert coins into the coin box from the top of the unit. The

display screen will show how much is being input. The unit will accept up to $5.00 in coin at a time. Any amount deposited over $5.00 before proceeding to step ‘c’ will drop into the coin return slot.

3. Press the “Reset” button.4. Repeat steps ‘b’-‘c’ above until all the coins have been

deposited.5. Close and lock the unit. The “exact change” button should be

off.

Concern: When making Personal Computer reservations or assigning PC sessions at the Admin Console, the session times don’t match.

Solution

This is related to the time synchronization of the Admin Console, Kiosk, and Database server. See the following for instruction of time synchronization. The time clock in Admin Console and Kiosk needs to be synchronized with Database Machine. To do this,

Concern: The Coins are Dropping Straight Through (the bypass may or may not work).

Solution

The vend (coin) tower has either developed a fault, there are not enough coins in the vend tower, or the overflow box is full.

1. Verify that the "No Change" light is not lit. 2. If the "No Change" light is on, the vend tower will not accept any

coins higher than price point. Add coins per fill instructions located inside the vend tower.

3. If that doesn’t work, open the vend tower and make sure the overflow (cash) box is not completely full. If it is, empty the overflow box per the normal process.

4. If neither works, call 1-800-765-4656 for service.

Concern: The Vend Tower's Display is Blank, it Rejects all Coins, the Bypass Key Does not Work, and the LED is Not Flashing

Solution:

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CMS, INC.

There is no power to the vending system.

1. Verify the vend tower is plugged into the power strip located inside the copier stand and it is turned on. If the vend tower is plugged in and has power, try another plug on the power strip.

2. Verify the power strip is plugged into the wall outlet. 3. If all of these are properly connected, call 1-800-765-4656 for

service.

Concern: The "No Change" Light Continues to Stay Lit When Coins are Loaded

Solution

The coin tubes may not have been filled correctly, or the coin value is greater than the vend price.

1. Reload coins following loading instructions located inside the vend tower.

2. If the value of coin being used is greater than the price point, use a coin denomination equal to or lower than the price point.

3. If the problem persists, call 1-800-877-2679 for service.

Concern: The Vend Tower will Accept Coins, but No BillsSolution

There may not be sufficient money in the change tubes to make change, the bill acceptor is full, or there may be a problem with the bill acceptor.

1. Verify the "No Change" light is not on. If it is not on, go to Step 2. If the "No Change" light is on, load coins according to the loading instructions located inside the vend tower.

2. Check the bill acceptor to insure that the light is steady. If the light is flashing, there is a problem with the bill acceptor. Call 1-800-765-4656 for service.

Concern: Bill Acceptor on Vend Tower will Not Accept any BillsSolution

There may not be enough change in the coin changer. The vend tower will not accept any bills if there is less than $5.00 in change in the coin changer.

1. Try loading more change according to the loading instructions located inside the vend tower.

DigiNet e-Services

CMS, INC.

2. If the problem persists, please call 1-800-765-4656 for service.

Concern: The "No Change" Lamp Does Not Blink when the LCD Shows "Exact Change."

Solution

The "No Change" light is burnt out. Please call 1-800-765-4656 for service.

Concern: The Vend Tower Accepts Coins and Bills, but No Credit is Displayed and the Copier is Not Enabled

Solution

The vend tower may be locked up.

1. Turn off the power strip located inside the copier stand for 10 seconds, then turn back on.

2. If the problem persists, please call 1-800-765-4656 for service.

Concern: Coins Deposited are Not Registering and Not Being Returned to the Coin Return

Solution

The coin acceptor may be jammed.

1. Press the coin return plunger. 2. Open the flap on the coin acceptor inside and check for jammed

coins or foreign objects. 3. If the problem persists, call 1-800-765-4656 for service.

Concern: The Vend Tower Rejects all Coins, but the Bypass Key Works.Solution

The Coin Return Plunger may not be operating properly, the vend tower may be in the "In Service" mode, or the vending system programming has been changed.

1. Check the Coin Return Plunger for full travel. 2. Check the display to insure that the vending system is out of the

"In Service" mode. 3. Check inside the upper portion of the coin changer to insure the

"Power On" light is illuminated. If the light is off, call 1-800-765-4656 for service.

4. If steps one, two or three do not solve the problem, the tower may have a faulty coin changer or control board. Call 1-800-765-4656 for service.

DigiNet e-Services

CMS, INC.

PLEASE NOTE:

You may encounter an undocumented problem. In this case, we may send debug software (a debug file and a debug-output viewer) to help identify the problem. Use the following instructions to install the debug file and the viewer.

Stop the CMS Services in the Services manager. The CMS services are the following:

Navigate to the folder where all the CMS files are kept. C:\Program Files\CMSDigiNet

Rename the existing file X.X.old

Copy the debug version of the file to the appropriate directory.Restart the CMS Services

Extract the Debug View files to a directory, i.e., C:\debugRun the Debug view executable “Dbgview.exe” (double click the icon).Use the program as designed to recreate the problem and the debug window will display information about the file. After recreating the problems and capturing the information, save the Debug View log file and e-mail it, along with an Event Viewer log file, to [email protected] along with your contact information. When testing is complete, reverse all steps to return to the original state.

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CMS, INC.

Appendix G – Contact Information

To obtain technical support on installing, configuring and administering DigiNet e-Services, contact the CMS, Inc. technical support group at:

• [email protected]

In your email, please include the software serial number, a description of the configuration, details of the problem or question, exact wording of any error messages, and contact information (email and phone).

• Telephone: 1 520 792 0238 extension 2 • Fax: 1 520 884 9571

Please include your serial number, a description of your configuration, details of your problem or question, and contact information (email, fax and phone) in your message.

To obtain a license key-code, use the contact information below:


• Telephone: 1 520 792 0238 extension 2 • Fax: 1 520 884 9571

For information on purchasing maintenance or additional licenses for DigiNet e-Services components, please use the following contacts:


• Telephone: 1 520 792 0238 extension 3• Fax: 1 520 884 9571

DigiNet e-Services




CMS, INC.

DigiNet e-Services

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