USER DOCUMENTATION Preview Server – Voyager 8.0.0

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Table of Contents

1 Introduction ...... 5 2 Preview Server Requirements ...... 6

2.1 Browser Requirements ...... 6

2.2 Client Requirements ...... 6

2.3 Local Preview Server Requirements ...... 6

2.4 WebVoyáge Requirements ...... 6 3 Preview Server – Ex Libris OPAC ...... 7 4 Preview Server – Clients ...... 8

4.1 Download and Install the Clients ...... 8

4.2 Modify the Voyager.ini ...... 8

4.3 Run Voyager Clients ...... 9 5 Preview Server – Local - Installation ...... 10

5.1 Download Preview Server Package ...... 10 5.1.1 For UNIX...... 10 5.1.2 For Windows ...... 10

5.2 Install Preview Server Package...... 11 5.2.1 For UNIX...... 11 5.2.2 For Windows ...... 12 6 Preview Server – Local – Skin Management ...... 13

6.1 Start Preview Server ...... 13 6.1.1 For UNIX...... 13 6.1.2 For Windows ...... 13

6.2 Test Preview Server ...... 13

6.3 Login to the Administration Area ...... 13

6.4 Skin Administration ...... 13

6.5 Customize Skins ...... 14 6.5.1 For UNIX...... 14 6.5.2 For Windows ...... 14

6.6 Stop Preview Server ...... 14 6.6.1 For UNIX...... 14 6.6.2 For Windows ...... 14

6.7 Uninstall Preview Server ...... 15 6.7.1 For Unix ...... 15 6.7.2 For Windows ...... 15 7 Appendix A – Change Default Port for Preview Server ...... 16

7.1 For UNIX ...... 16

7.2 For Windows...... 16

1 Introduction

Preview Server is available for customers to literally see the new features of Voyager® before upgrading to a new software release/version.

There are 3 ways to use Preview Server. The first ways consists of using the Ex Libris hosted software which consists of testing the OPAC. Using this environment that is setup and hosted by Ex Libris you can connect a browser to an Ex Libris provided URL and check out the basic functionality of the OPAC. You cannot make any changes to the display of the OPAC and does not have the extensive feature set that the OPAC is capable of. This feature is available to see what changes have been made out-of-the-box for the new release. You can compare this OPAC with what is available in your installation using an unmodified skin. Another way to utilitize the Ex Libris hosted installations is by using the Voyager clients. If you desire to test the clients out on the latest voyager release prior to your upgrade, you can download the clients from the documentation center. You must ensure that PC requirements are met for this version of Voyager. You can find those requirements in Section 3 of the Voyager Installation and Upgrade Requirements documentation. For specific installation instructions you can find them in Section 4 of the Technical User’s Guide. For media client instructions, they can be found in Section one of the Media Scheduling Guide. After the clients have been installed on your local PC, you can modify the voyager.ini to connect to the Ex Libris hosted voyager installation. You will be able to see all of the client feature updates and enhancements. If there is a client feature that depends on server side changes, those features will not be enabled. This is to ensure that our customers experience the functionality of the software without special customizations for any specific institution or workflow. Also, do not rely on your changes remaining in Ex Libris environment for the duration of your testing, if at any point a refresh of the preview server is required, this refresh may be performed without notice. If you are looking to focus on the OPAC and make customization changes in preparations for your Voyager upgrade, then you will want to use the local OPAC Preview Server installation. The local preview server installation is the second component of preview server and allows customers to test and try out the opac in a local setting prior to the upgrade. This feature will give you access to the xsl, css and configuration files necessary to making changes to the look and feel of the Tomcat OPAC. This feature can be valuable and reduce the stress of going through the Voyage upgrade process, by making the necessary changes to the OPAC skins prior to your upgrade date. When you upgrade, you can then copy the skins from the preview server into your production environment. This feature can be most valuable if you do not have a test server environment to receive the latest version prior to your production environment upgrade. For customizing the Tomcat OPAC, you can find tips and how tos in WebVoyáge Basic User’s Guide and WebVoyáge Architecture Overview and Configuration Models. This document will explain how to connect to both the Ex Libris installation of Preview Server and the local preview server installation so you can begin testing the new features and prepare for your

2 Preview Server Requirements

2.1 Browser Requirements If you desire to use either the Ex Libris hosted OPAC or desire to test the local preview installation, you will want to ensure that your browser meets the requirements for this release in the Voyager Installation and Upgrade Requirements document. 2.2 Client Requirements The Voyager Installation and Upgrade requirements contains the minimum requirements for installing the Voyager clients on your PC. If you already having Voyager clients on your local workstation, you will want to ensure that you install these clients in a different location, not to overwrite your current production clients.

2.3 Local Preview Server Requirements This Voyager Installation and Upgrade requirements document also contains the necessary packages necessary to run this version of Voyager. Ensure that your system has all of the system packages for your Voyager Server’s operating system. In order to install the local OPAC preview server, you will want to ensure that some additional requirements have been met. This will ensure that you have no issues when you run the local preview server installation process. 2.4 WebVoyáge Requirements Outbound access to preview1.hosted.exlibrisgroup.com and preview server port 9214 must be configured on the server One (1) external port (i.e. default 7098) required for WebVoyáge and Skin Administration. Ensure that this port is available through your firewall. Root access is not required for this installation

3 Preview Server – Ex Libris OPAC

Open Supported Browser on your PC Enter the following URL into the browser address bar

http://preview1.hosted.exlibrisgroup.com:9208

*Note: If you wish to login as a patron, use the following barcode and last name:

Barcode: 2692 Last Name: Hayes

4 Preview Server – Clients

4.1 Download and Install the Clients For specific details on how to download and install the Voyager clients, see the Technical User’s Guide. 4.2 Modify the Voyager.ini

Assuming the Voyager was installed in to C:\PreviewVoyager, you will want to edit the file C:\PreviewVoyager\Voyager.ini.

Edit the Voyager.ini with the following information:

[Cataloging] Server=preview1.hosted.exlibrisgroup.com Port=9210 Timeout=60

[Acquisitions] Server=preview1.hosted.exlibrisgroup.com Port=9220 Timeout=60

[Circulation] Server=preview1.hosted.exlibrisgroup.com Port=9230 Timeout=60 ChargeTimeout=60

[Reports] Server=preview1.hosted.exlibrisgroup.com Port=9240 Timeout=60

[SysAdmin] Server=preview1.hosted.exlibrisgroup.com Port=9250 Timeout=60

[CallSlip] Server=preview1.hosted.exlibrisgroup.com Port=9280 Timeout=60

[MediaScheduling] Server=preview1.hosted.exlibrisgroup.com Port=9285 Timeout=60

[GlobalDataChange] Server=preview1.hosted.exlibrisgroup.com Port=9215 Timeout=60000

[GlobalLog] SingleLogin=Y Encrypt=N ServerSortList=Y ASCIISortList=Y ASCIISortColumn=Y

[SearchURI] #Name=Barn&esNoble #URI=http://search.barnesandnoble.com #Copy=Y #SearchSyntax=/booksearch/results.asp?WRD= #Name=WebVoyage #URI=http://preview1.hosted.exlibrisgroup.com/

#Copy=Y #SearchSyntax=/vwebv/search?searchArg=&searchCode=TALL&limitTo=none&recCount=10&searchType=0 #Name=Amazon #URI=http://www.amazon.com #ECopy=Y #SearchSyntax=/exec/obidos/external-search?keyword=&mode=blended #Name=Worldcat #URI=http://www.worldcat.org/ #Copy=Y #SearchSyntax=search?&q= #Name=Google #URI=http://www.google.com/ #Copy=Y #SearchSyntax=search?&q=

[MARC POSTing] #Classic WebVoyage #WebVoyage="http://preview1.hosted.exlibrisgroup.com/cgi-bin/Pbibredirect.cgi" #Tomcat WebVoyage WebVoyage="http://preview1.hosted.exlibrisgroup.com/vwebv/holdingsInfo" #Classic WebVoyage #LinkResolver="http://preview1.hosted.exlibrisgroup.com/cgi-bin/Phttplinkresolver.cgi" #Tomcat WebVoyage LinkResolver="http://preview1.hosted.exlibrisgroup.com/vwebv/linkResolver"

[E-mail] Server=preview1.hosted.exlibrisgroup.com Port=25

# This stanza replaces the per-stanza NewVersion= in Voyager 7.0 [Upgrade] Voyager= Media=

[HelpMenuLink] Ex Libris Customer Center=http://www.customercenter.exlibrisgroup.com/

4.3 Run Voyager Clients On your local PC Navigate to C:\PreviewVoyager\ Double-click on Voyager module(s) that were selected during the installation

5 Preview Server – Local - Installation

5.1 Download Preview Server Package

5.1.1 For UNIX Login into your voyager server as the voyager user mkdir –p /m1/incoming cd /m1/incoming ftp downloads.exlibrisgroup.com user: preview password: cd VOY800/ bin hash get preview800_install bye

Note: Obtain the FTP password for Preview Server download from eService Knowledge Base #16384- 11361

Example: /export/home/voyager $ mkdir –p /m1/incoming /export/home/voyager $ cd /m1/incoming /m1/incoming $ ftp downloads.exlibrisgroup.com Connected to downloads.exlibrisgroup.com. 220-Unauthorized use is prohibited. 220- 220-All transactions are logged. 220- 220 downloads.exlibrisgroup.com FTP server (Version wu-2.6.0(2) Fri Mar 10 08:47:43 CST 2000) ready. Name (downloads.exlibrisgroup.com): preview 331 Password required for preview. Password:

230 User preview logged in. Access restrictions apply. ftp> cd VOY800/ ftp> bin 200 Type set to I. ftp> hash Hash mark printing on (8192 bytes/hash mark). ftp> get preview800_install 200 PORT command successful...... ftp> bye 221-Thank you for using the FTP service on downloads.exlibrisgroup.com. 221 Goodbye.

5.1.2 For Windows Login into your voyager server as the voyager user using RDP client or VNC viewer

Goto Start>Run> Type cmd d: cd /incoming ftp downloads.exlibrisgroup.com user: preview password: cd VOY800/Windows_NT bin hash get preview800_install.exe bye

Note: For Windows® XP PCs and to use a Remote Desktop Connection: Log in to your server as the "voyager" user.

Start > Run > mstsc For Windows® PCs and to use a VNC Client: Open up your previously installed VNC Viewer, and log in to your server as the "voyager" user on the Voyager® server.

5.2 Install Preview Server Package

5.2.1 For UNIX Login to the server as the voyager user cd /m1/incoming chmod u+x preview800_install ./preview800_install Enter where you wish to install Enter where voyager is located Enter ‘Y’ to begin the Installation

Note: If you wish change the port from 7098 to a different port you can do that at this time.

Example: ##################### Welcome to the Voyager Preview Server Installer #####################

Where do you wish to install? [/m1/incoming] Where is voyager located? [/m1/voyager]

Ready to install Preview Server for Voyager ? Y/N [Y]

Checking for required files...... OK Checking install space...... OK Creating Install Directory...... OK Extracting files, please be patient..OK Configuring Preview Directory...... OK Creating mock xxxdb skins...... OK

5.2.2 For Windows Log in to your server as the "voyager" user using RDP or VNC Open File Explorer to D:/incoming

Execute preview800_install.exe

Note: If there are any errors, uninstall the preview server, see section 5.6.2 to how to uninstall the windows preview server and re-execute preview800_install.exe

Note: When preview server is successfully installed, preview server is automatically started.

6 Preview Server – Local – Skin Management

6.1 Start Preview Server

6.1.1 For UNIX Login to the server as the voyager user cd /m1/incoming/PREVOY800 ./preview.ksh start

6.1.2 For Windows Log in to your server as the "voyager" user using RDP or VNC Open File Explorer to D:/incoming/PREVOY800 Execute start.bat

6.2 Test Preview Server Open Supported Browser on your PC Enter the following URL into the browser address bar

http://:7098/

6.3 Login to the Administration Area Open a browser on your PC Go to the the following URL: http://your.library.edu:7098/skins user: preview password: preview 6.4 Skin Administration Skin Administration Area:

View Skins in WebVoyáge Select the database link to open your browser to the skin. Delete Skins Select the "delete" link next to skin to be removed. Add Skins In the "Add" text box, enter the name of the additional skin, and select the "Add" button.

Rename Skins Select available skin from "Rename" drop- down box. Enter new name for skin in the "Rename" text box, and select the "Rename" button.

6.5 Customize Skins For reference materials, see Voyager® 8.0.0 WebVoyáge Basic User's Guide or the Voyager® 8.0.0 WebVoyáge Architecture Overview and Configuration Models.

Note: DO NOT make any changes to exl_default. This skin is not for customer use. Any customizations may be lost during upgrade.

6.5.1 For UNIX Log in to your server as the "voyager" user Change directory to "ui" where the skin(s) reside cd /m1/incoming/PREVOY800/tomcat/vwebv/context/vwebv/ui View your created skins ls exl_default traindb v720db

6.5.2 For Windows Log in to your server as the "voyager" user using RDP or VNC Navigate to D:\incoming\PREVOY800\tomcat\vwebv\context\vwebv\ui

6.6 Stop Preview Server 6.6.1 For UNIX Log in to your server as the "voyager" user cd /m1/incoming/PREVOY800/ ./preview.ksh stop

Stop tomcat... Using CATALINA_BASE: /m1/incoming/PREVOY800/ tomcat/vwebv Using CATALINA_HOME: /m1/incoming/PREVOY800/ tomcat/vwebv/catalina_home Using CATALINA_TMPDIR: /m1/incoming/PREVOY800/ tomcat/vwebv/temp Using JAVA_HOME: /m1/incoming/PREVOY800/ tomcat/vwebv/java PLEASE WAIT... Tomcat is stopping...

6.6.2 For Windows Log in to your server as the "voyager" user using RDP or VNC Open File Explorer to D:/incoming/PREVOY800

Execute stop.bat

6.7 Uninstall Preview Server 6.7.1 For Unix Log in to your server as the "voyager" user cd /m1/incoming rm –rf PREVOY800

6.7.2 For Windows Log in to your server as the "voyager" user using RDP or VNC Open File Explorer to D:/incoming/PREVOY800 Execute uinstall.bat

Open File Explorer to D:/incoming Delete the PREVOY800 directory

7 Appendix A – Change Default Port for Preview Server

7.1 For UNIX Log in to your server as the "voyager" user cd /m1/incoming/PREVOY800 ./preview.ksh stop cd apache2/conf/ActivatedVirtualHosts vi PREVOY_vwebv_httpd.conf Change 7098 to Listen 7098 cd /m1/incoming/PREVOY800 ./preview.ksh start

7.2 For Windows Log in to your server as the "voyager" user using RDP or VNC Open File Explorer to D:\incoming\PREVOY800\ Execute stop.bat Open File Explorer to D:\incoming\PREVOY800\Apache2\conf Edit PREVOY.httpd.conf with a windows text editor Change 7098 to Listen 7098 Open File Explorer to D:\incoming\PREVOY800\ Execute start.bat