Inmagic Genie 3.00 Upgrade Installation Notes Revision 2

® Inmagic Genie 3.00 Upgrade Installation Notes Revision 2

These installation notes outline the process for upgrading an existing Genie v2.10 application to v3.00. If you are looking to upgrade from a version earlier than Genie 2.10 or install a new copy of Genie v3.00, contact Inmagic Technical Support at [email protected]. Inmagic Genie is an integrated library system application that consists of a set of predefined textbases, forms, and business logic to support library functions such as cataloging, acquisitions, circulation of materials, serials tracking, interlibrary lending, and end user searching.

Sample system configuration

Figure 1: Sample system configuration

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 1 System Requirements In addition to the system requirements necessary for the Content Server product (refer to the Technical Guidelines documentation, which you can find at the Inmagic Web site at http://www.inmagic.com), the Genie application has the following system requirements. Note that these requirements are accurate as of the original publication date for this document. For the most up-to-date system requirements, go to the Inmagic Web site.

Server Requirements • Operating systems. One of the following operating systems: o Windows 2003 with Service Pack 1 o Windows 2000 Server with Service Pack 4 • NEW - Content Server version 9.00, Service Pack 1. Content Server version 9.00, SP1 or later must already be installed and functioning properly before you install the Genie application. Genie v3.00 requires Content Server v9, SP1 or later. If you have not already upgraded your Content Server and applied the service pack, please do this first. • ISAPI. The Genie application only supports ISAPI. • Microsoft Internet Information Services (IIS) version 5.0 or later. This Web server software must already be installed. • NEW - Microsoft .NET Framework Version 2.0. This software must already be installed before you try to install the Genie application. Note that the installation program will not continue if it does not detect .NET Framework version 2.0. Note that while .NET Framework version 1.1 can co-exist with .NET Framework version 2.0, Genie 3.00 will not operate with .NET Framework version 1.1. Note that the previous versions of Genie used the .NET Framework version 1.1. In this version, 3.00, the .NET Framework version 2.00 is now required. The .NET Framework version 1.1 is no longer used or needed for the Genie application. • Microsoft Internet Explorer version 6.0 or later. This software is required on the server to support the XML-dependent functionality of the Genie application. Internet Explorer must be installed on the Web server machine before you try to install the Genie application. Note that the installation program will not continue if it does not detect Internet Explorer 6.0 or later.

Client Requirements • Operating systems. One of the following operating systems: o Windows 2000 Professional with Service Pack 4 o Windows XP Professional with Service Pack 2 • Screen resolution. We recommend a minimum screen resolution of 1024 x 768 pixels on the Web browser machines that will access the application. You can specify this setting through the Windows Display Properties dialog box. A smaller screen resolution can be used, but more scrolling will be required in order to see the information on some screens. • Web Browser Support o Microsoft Internet Explorer version 6.0 or later. Staff who will be editing records and performing various tasks in Genie must be using Internet Explorer version 6 or later. End users or others that will only be searching can use IE v6 or later. o NEW - Firefox. Firefox is supported for the OPAC, for searching and viewing results. o Cookies must be enabled regardless of browser used.

Page 2 Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Before You Begin

Do the following before you begin • Verify that CS/WebPublisher PRO v9.00 can search a textbase and edit a record before you upgrade your Genie application. If the CARS textbase was installed with CS/WebPublisher PRO v9.00, you can do the following: 1. Point your Web browser to http://webservername/ics-wpd/sample/carsqs.htm. Fill in the name of the Web server where the CS/WebPublisher PRO application resides. 2. Type an asterisk (*) in the Model Type: Assembled or Kit? box, then click the Submit Query button. A successful search will display the search results. 3. From the drop-down list, select Prices (edit links). 4. Select the Edit Record link for any record. 5. Modify any field. 6. Click the Submit Record button. A successful record save message should appear. CS/WebPublisher PRO must successfully do the above before you try to upgrade your Genie application. • Back up your top-level Genie installation folder before you upgrade to version 3.00. • Back up your existing textbases. As a precaution, we recommend you do a complete backup of all your Genie textbases before upgrading to Genie 3.00. For instructions on how to back up your textbases, see the Inmagic Content Server Administrator’s Guide. • Exit all Windows applications. Exit all Windows applications before installing the Genie application. • Genie Virtual Directory. During installation, the Genie virtual directory is registered to use the .NET Framework 2.00. No other modifications are made to this virtual directory. • InmagicBrowse Virtual Directory. During installation, the InmagicBrowse virtual directory is registered to use the .NET Framework 2.00. Additionally, it is updated to use new files that provide the new functionality provided in this release. • ICS-WPD Virtual Directory. During installation, the ICS-WPD virtual directory is registered to use the .NET Framework 2.00. No other modifications are made to this virtual directory. • Administrator access. Log in as Local Administrator or a domain user with local administrator privileges before you start the installation process. If you are not logged in as an Administrator, Setup detects it and a dialog box opens so that you can switch accounts (to an Administrator). The installation cannot continue if you are not logged in as an Administrator or you do not have Administrator privileges on the local machine.

Know the answers to or be aware of the following items before you begin • Validation override preference for Browse lists. You need to know your organization’s validation override preference for the Genie application because you set this during the installation process (step 8 on page 8). Consult with your library administrator. • Serial number. Have your Genie serial number available. You will be asked for it during the installation process. • Content Server v9.00 or later configuration and authentication method. You should know which configuration of Content Server you have (for example, Standard or Workgroup) and which SQL Server authentication method it uses (Windows Authentication or SQL Authentication). Depending on this information, you may have to specify/modify certain settings before you can use the Genie application. This document details which settings must be set for each situation. Note: By default, Content Server Standard uses Windows Authentication. Content Server Workgroup uses SQL Authentication.

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 3 • Because you are upgrading, the previous Web.CONFIG file will be automatically replaced during the installation process. Setup for Genie version 3.00 will install a new Web.CONFIG file. Setup will rename your old file to Web.CONFIG#. After you complete the installation process for version 3.00, you can copy your customizations from the Web.CONFIG# (for example, Web.CONFIG2 if you already have a Web.CONFIG1 file) to the new Web.CONFIG file.

Page 4 Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Upgrade Steps The following are the steps for upgrading to Genie version 3.00. 1. Upgrading Inmagic Genie to version 3.00 Installs the Genie v3.00 software. 2. Setting up security Assigns rights and security to the new TOC textbase and TOCImageFolder, TOCImportFolder and BookWhereFolder folders. 3. Completing the Upgrade to Genie 3.00 Steps to modify existing textbases and files needed to complete the upgrade to v3.00. 4. Testing and wrapping up

Step 1- Upgrading Inmagic Genie to version 3.00 The process will update Genie program files in your existing Genie installation folder, and the InmagicBrowse subfolder of the CS/WebPublisher PRO installation folder.

To install Inmagic Genie v3.00 1. On the Web server where you have CS/WebPublisher PRO installed, log in with Administrator privileges (for example, Local Administrator or a domain user with local administrator privileges). 2. Because the application is a Web-based application, stop IIS (the World Wide Web Publishing Service). For example, you can do this by using the Services option through the Windows Computer Management window. Stopping IIS ensures that installation and configuration of the application are not interrupted. 3. Depending on your situation, do the following: If you are installing from the Inmagic Genie Setup CD-ROM, insert it in the drive of the Web server machine where you have CS/WebPublisher PRO installed. Setup should automatically start. If it does not, open Windows Explorer and from the installation CD-ROM, double-click Setup.EXE. If you are installing from an electronic download, after you download the Genie ZIP file, unzip it to a temporary folder on the Web server machine where you have CS/WebPublisher PRO installed. Then, from within that folder, double-click Setup.EXE to launch the program to install the Genie application. Note that the Setup program will not proceed if any one of these is true: Microsoft .NET Framework Version 2.0 is not already installed. You must have Microsoft .NET Framework Version 2.0 installed before you run the Genie Setup program. Microsoft Internet Explorer 6.0 or later is not already installed. You must have Internet Explorer 6.0 or later installed before you run the Genie Setup program.

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 5

4. On the Welcome dialog box, click Next.

Figure 2: Welcome dialog box

5. On the License Agreement dialog box, read the license agreement, and then respond appropriately.

Figure 3: License Agreement dialog box

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6. On the Customer Information dialog box, enter your name, your company name and the Genie serial number, then click Next.

Figure 4: Customer Information dialog box 7. On the Select Features dialog box, select or clear the check boxes, as appropriate, then click Next. Program Files. Installs the Genie program files. Textbases. This check box is not selected by default. It provides the files needed to install empty Genie textbase files. You should not need to select this check box if you are installing version 3.00 on the same machine with a previously installed version of the Genie application and have working textbases from that version. If you do select it in order to have clean empty v3 textbase backups, do NOT restore them over your working textbases; doing so would delete your data. Sample Textbases. This check box is not selected by default. It provides the files needed to install the sample textbases supplied with the application. If selected, you will also have to install the textbases on the SQL Server before you can use them. Upgrade Files. Installs files needed to upgrade to Genie version 3.00.

Figure 5: Select Features dialog box for upgrade installations

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 7 8. On the Validation Overrides dialog box, specify whether the Genie application should accept or reject validation overrides, then click Next. Yes, accept overrides and update lists. Select this option button to instruct the Genie application to accept overrides and update the corresponding validation list. This is the recommended choice. No, reject records that do not comply with content validation. Select this option button to instruct the Genie application to not permit overrides.

Figure 6: Validation Overrides dialog box If you later decide that you want to switch validation methods, see Inmagic Knowledgebase Article 2728. 9. On the Ready to Install the Program dialog box, click the Install button to start the installation. Wait while Setup installs the files.

Figure 7: Ready to Install the Program dialog box

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10. ICSWeb.INI File Edit Genie 3.00 includes one new textbase, the TOC textbase. Setup will add this textbase location to the ICSWeb.INI file. The correct locations for the other textbases are already specified, and they won't be changed by the Setup program. You will see the following message box:

Figure 8: Message box

11. Informational Messages A message appears to tell you that Setup has renamed your previous copy of the Web.CONFIG file before it installed a newer version of this file for version 3.00. If you added any customized settings to this file in your previous version of the Genie application, after you have completed the installation process for version 3.00, you should open the Web.CONFIG# file and copy any modifications to the newer Web.CONFIG file. The message tells you where the renamed file is located and its renamed file name (such as C:\Program Files\Inmagic\Genie\Web.CONFIG0). Note this location information, if needed. Click OK to dismiss the message box.

Figure 9: Informational Messages

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12. On the Installation Almost Complete dialog box, select or clear the View the README check box, as appropriate, then click Next.

Figure 10: Installation Almost Complete dialog box If you selected the View the README check box, read or print the file, then close it to continue with the installation.

13. In step 2, you stopped IIS. IIS (the World Wide Web Publishing Service) will be restarted when the installation is completed. 14. If needed, the InstallShield Wizard Complete dialog box provides you with an option to restart your computer when you click the Finish button, as shown in the following illustration. If you see this dialog, be sure to reboot your computer before using the application.

Figure 11: InstallShield Wizard Complete dialog box with Check for Service Packs check box

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15. New Genie v3.00 TOC Textbase Since you are upgrading an existing Genie installation, you already have most of the textbases installed. You need only install the new one, the TOC textbase. Follow the instructions below to install the TOC textbase from the TEXTBASES\ TEXTBASE_BACKUP_FILE_SET folder, found on the Genie v3.00 installation CD or in the folder to which you unzipped the v3.00 Genie files. Then set security on that textbase, as needed. Restore this textbase even if you do not intend to upload Table of Contents images. This is needed due to interdependencies between the Genie textbases. a. Log in with Administrator privileges (for example, Local Administrator) and start the Content Server Administration program (InmCSAdmin.EXE) on the Web server machine where CS/WebPublisher PRO is installed. b. InmCSAdmin.EXE is located in its Exec subfolder (for example, C:\Program Files\Inmagic\ICSWEB\Exec). Be sure to use this version of the Content Server Administration program. c. If the User File Path dialog box opens (only appears the very first time you run the software on that machine), specify where you want to create user files and temporary files, then click OK. You can accept the suggested path or specify a different one. You need full rights to whichever folder you specify. d. Choose Back Up & Restore>Restore Textbases to open the Restore Textbase Options dialog box. e. In the Backup set box, use the Browse button to enter the path to the backup TOC file set in the Textbases\Textbase_Backup_File_Set folder. Select the TOC textbase (for example, TOC.CBA), then click Open. Important! If your SQL Server instance is located on a machine other than the one on which Content Server is installed, you must also do the following: Use the Universal Naming Convention (UNC) file path to the backup file set using the format \\Server\Share\Backups (for example, \\\VOL1\Textbases\ Textbase_Backup_File_Set\TOC.CBA). Use specific login parameters for the SQL Server service. The account must be a domain user on the domain server (but does not need to be a member of any domain Admin group). This account should be a part of the local Admin group on the SQL Server machine. (To do this, right-click the My Computer icon on your desktop and select Manage. Expand the Services and Applications tree, then double-click Services. Right-click your instance of SQL Server for the Genie application, and select Properties. Select the Log On tab and then specify the account.)

g. In the Restore path box, click the Browse button and navigate to the Textbases subfolder of the Genie installation folder (for example, C:\Program Files\Inmagic\Genie\Textbases). Click OK on the Restore Textbase Options dialog box. 16. After restoring the TOC textbase, you need to set security on the textbase. Proceed to Step 2 – Setting Up Security.

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 11 Step 2- Setting Up Security Security must be set up for the new TOC textbase and several folders (ToCImageFolder, ToCImportFolder and BookWhereFolder) before using the Genie application. Follow the steps based on the type of authentication being used (Windows or SQL Authentication).

Using SQL Authentication If using SQL Authentication, the following task needs to be done: o Set Windows permissions for Genie users on the new folders

Set Windows permissions for Genie users on the new folders Do the following for the new subfolders for the Genie TOC and BookWhere features: • ToCImageFolder • ToCImportFolder • BookWhereFolder 1. Open the Genie installation folder (for example: C:\Program Files\Inmagic\Genie\) in Windows Explorer and use Ctrl+Click to select all three of the folders listed above. Then right-click one of the selected folders and select Properties from the shortcut menu to open the Properties dialog box. Note: The title bar of the Properties dialog box should have an ellipsis, indicating multiple folders were selected (for example, ToCImportFolder, … Properties).

Page 12 Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 2. On the Security tab, in the Group or User Names list, click the Add button and do the following:

i. If necessary, click the Locations button to open the Locations dialog box and select the name of the local machine (the one on which you installed the Genie application). ii. When the name of the local machine is showing in the From this location box, click the Advanced button to open the Select Users or Groups dialog box.

Figure 12: Select Users or Groups dialog box for ToCImageFolder subfolder

iii. Click the Find Now button to display a list of your user/group accounts in the Search results box. • For Windows 2003, select the NETWORK SERVICE account from the list. • For Windows 2003 running in IIS 5 isolation mode, Windows 2000, or the Windows XP operating system, select the ASPNET account. iv. Then click OK.

v. Click OK again to return to the applicable Properties dialog box. 3. On the Security tab, select the permissions you want to apply from the Permissions list for the NETWORK SERVICE account. Select the Modify, Read, and Write check boxes. Modify allows editing. Read allows only searching. Write allows writing to that folder. 4. Click OK. 5. Proceed to Step 3 – Completing the upgrade to Genie v3.00.

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 13 Using Windows Authentication If using Windows Authentication, the following tasks need to be done:

o Assign User Rights to the Genie TOC textbase o Set Windows permissions for Genie users on the new folders

1. Assign User Rights to the Genie TOC textbase You must assign user rights to the new Genie TOC textbase. These security settings assign your users/groups (specifically, their domain accounts with logins on the SQL Server) membership to roles granting varying degrees of access to the TOC textbase on the SQL Server. a. Start the Content Server Administration program (InmCSAdmin.EXE). If you are on the Web server machine where CS/WebPublisher PRO was installed, this file is located in its Exec subfolder (for example, C:\Program Files\Inmagic\ICSWEB\Exec). b. Choose Configure SQL Server>Manage Security>Assign User Rights to Textbase to open the Select Content Server Textbase dialog box. c. Select the Genie TOC textbase from the folder in which you installed the Genie textbases (for example, C:\Program Files\Inmagic\Genie\Textbases) and click Open. d. On the Assign User Rights to Textbase dialog box, click the Add User button.

Figure 13: Assign User Rights to Textbase dialog box

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e. On the Add Database User dialog box, select a Windows user/group from the drop-down list (for example, IUSR_). The Windows user/group must have a login on the SQL Server. For Anonymous Access or Integrated Windows Authentication, select the Anonymous Access user for the ICS-WPD virtual directory from the drop-down list and click OK. For Basic Authentication, select the group containing Genie users from the drop-down list and click OK.

Figure 14: Add Database User dialog box

Tip! If your SQL Server is on a different machine than the Genie application, you must use a domain account for Anonymous Access, rather than the IUSR account. f. On the Assign User Rights to Textbase dialog box, assign the Windows user/group selected in the Current Database Users list to the appropriate role membership for the Windows user/group, then click the Apply button.

Figure 15: Assign User Rights to SQL Server dialog box

g. Repeat steps d–f for each Windows user/group that should have access to the TOC textbase. When done, click the Close button. h. When done, close the Assign User Rights to SQL Server dialog box and close the Content Server Administration program.

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2. Set Windows permissions for Genie users on the new folders Do the following for the new subfolders for the Genie TOC and BookWhere features: • ToCImageFolder • ToCImportFolder • BookWhereFolder a. Open the Genie installation folder (for example: C:\Program Files\Inmagic\Genie\) in Windows Explorer and use Ctrl+Click to select all three of the folders listed above. Then right-click one of the selected folders and select Properties from the shortcut menu to open the Properties dialog box. Note: The title bar of the Properties dialog box should have an ellipsis, indicating multiple folders were selected (for example, ToCImportFolder, … Properties).

b. On the Security tab, in the Group or User Names list, click the Add button and do the following:

Page 16 Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0

Figure 16: Select Users or Groups dialog box for ToCImageFolder subfolder

v. Click OK again to return to the applicable Properties dialog box. c. On the Security tab, select the permissions you want to apply from the Permissions list for the NETWORK SERVICE account. Select the Modify, Read, and Write check boxes. Modify allows editing. Read allows only searching. Write allows writing to that folder. d. Click OK. e. Proceed to Step 3 – Completing the upgrade to Genie v3.00.

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 17 Step 3 - Completing the Upgrade to Genie 3.00 The section tells you how to complete the upgrade to Genie version 3.00 from Genie version 2.10. This is the last step to the upgrade. The installation program replaces existing Genie application files (such as ASPX pages, DLL files, and so forth), but it does not replace your existing textbases and My*.CONFIG files. These instructions explain how to add the new features in this release to your existing Genie textbases and your My*.CONFIG files. 1. Back up your current (version 2.10) Genie textbases. Do this if you have not already done so. 2. Stop IIS (the World Wide Web Publishing Service). Do this if you have not already done so. This is necessary because the application is a Web-based application. For example, you can do this by using the Services option through the Windows Computer Management window. Stopping IIS ensures that this upgrade procedure is not interrupted. 3. Change your SERIALS textbase structure. Genie 3.00 includes a new feature for managing Table of Contents images associated with issues of a serial or journal. The images or documents and, if used, extracted text, are stored in a new TOC textbase, so that they can be referenced from multiple places. The following steps will change the field name and type for the SerImgToC field. a. Launch CS/TextWorks. From the Windows Start menu, choose Programs>Inmagic Applications>Content Server>CSTextWorks. b. Open the SERIALS textbase. Choose File>Open and navigate to where your Genie textbases reside (for example, C:\Program Files\Inmagic\Genie\Textbases). c. Open the Edit Textbase Structure dialog box. Choose Maintain>Edit Textbase Structure and click the Edit Fields button. d. Select the SerImgToC field. In the Field Name text box, change the name to SerToCID. From the Field Type drop-down list on the Type and Indexing tab, select Link. e. Select the Link Definition tab and click the Specify Textbase button. Navigate to the folder containing the Genie textbases, then select the ToC textbase. f. On the field list that appears, select the ToCID field. g. Click the Change button. h. Click the Finish button, then click OK twice. 4. Change your ITEMS textbase structure. The ITEMS textbase also has a field for table of contents. You will make a change similar to the one you made in SERIALS. The following steps will change the field name and type for the ItemToC field. They will also ensure that Item call numbers sort properly. a. Open the ITEMS textbase. b. Open the Edit Textbase Structure dialog box and click the Edit Fields button. c. Select the ItemToC field. In the Field Name text box, change the name to ItemToCID. From the Field Type drop-down list on the Type and Indexing tab, select Link. d. Select the Link Definition tab and click the Specify Textbase button. Navigate to the folder containing the Genie textbases, then select the ToC textbase. e. On the field list that appears, select the ToCID field. f. Click the Change button. g. Select the ItemCallNumber field. On the Type and Indexing tab, select the Numbers File Numerically check box. h. Click the Change button. i. Click the Finish button, then click OK twice.

Page 18 Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 5. Change your GENIEKEY textbase structure. Genie 3.00 includes a new feature permitting end users to see their borrower information, current loans and reserves, etc. The following steps will add a new field to the GENIEKEY textbase, that is needed whether or not the new feature is enabled by the library administrator. a. Open the GENIEKEY textbase. b. Open the Edit Textbase Structure dialog box (select Maintain ->Edit Textbase Structure) and click the Edit Fields button. c. In the Field Name text box, type KeyBorrID. From the Field Type drop-down list on the Type and Indexing tab, select Text. d. Click the Add button. e. Click the Finish button, then click OK twice. 6. Close CS/TextWorks. 7. Restart IIS. Restart IIS (the World Wide Web Publishing Service). You can do this by using the Services option through the Windows Computer Management window. 8. Run the Upgrade30 application to update your My*.CONFIG files. Genie 3.00 has significantly enhanced the configurability of the Genie application. These enhancements were implemented as additional parameters in various configuration files, as well as the addition of three (3) new configuration files. The Upgrade30 application will add the new parameters to your existing My*.CONFIG files, ensuring that any customizations to your version 2.10 configuration files are retained. To run the Upgrade30 application, open Internet Explorer and enter the path to Upgrade30.ASPX (such as http:///inmagicgenie/upgrade30/upgrade30.ASPX), and click the Upgrade button on the Genie v3.0 Upgrade page. This upgrade utility was installed by the Genie installer. Note: Due to a problem in IIS 5 on Windows 2000, Setup may have been unable to create the Upgrade30 application under the InmagicGenie application. If this is the case, you would see a runtime or server error when you try to run it. To create the Upgrade30 application manually:

• Go to IIS and expand the InmagicGenie application. • Right click the Upgrade30 folder and choose properties. • Click the Create button to make the virtual directory an application.

9. If it is necessary to copy your custom settings from the Web.CONFIG# file to the new Web.CONFIG file, follow these steps. The Genie 3.00 installation program renamed your old file to be Web.CONFIG# (such as Web.CONFIG0) and installed a new Web.CONFIG file. For example, you may have modified the GenieKeyAccess value in the original version of this configuration file. If you did so, edit the new version of the Web.CONFIG file to match your GenieKeyAccess value. 10. If Genie 2.10 was set up to use SSL, you will need to modify the Web.CONFIG file to change all the occurrences of http:// to https://. 11. For the InmagicBrowse subfolder of the CS/WebPublisher PRO installation folder, if you made any changes to the Web.CONFIG file, copy your custom settings from the Web.CONFIG# file to the new Web.CONFIG file. For example, you may have modified the NumKeys value to show more than 10 keys per page.

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 19 Notes About the Upgrade30 Application Genie 3.00 involves significant changes to the Genie configuration files. The installation replaced the 2.10 versions of these files with 3.00 versions. However, the 2.10 MyXXX.config files were not replaced. Instead, the Upgrade30 application inserted new information into these files, without disturbing any customizations you or a consultant might have made. As a result, the MyXXX.CONFIG files contain some obsolete or deprecated attributes. Specific examples follow.

MyEditScreens.CONFIG This is a new file in v3.00, containing all of the edit screen definitions. Edit screens are now fully configurable. In v2.10 and earlier, the presence of user-defined fields (UDFs) in a textbase field list in MyGenieFieldMaps.CONFIG ensured that those fields appeared automatically on the edit screen for that textbase. The upgrade application adds the fields to the new configurable edit screens in MyEditScreens.CONFIG, but you should verify that the placement and properties are what you want. Also, required field indicators and browse buttons are now specified in the edit screen definition, not in MyGenieFieldMaps.CONFIG. Verify that any changes you made were properly carried over to MyEditScreens.CONFIG.

MyReports.CONFIG In v2.10 and earlier, it was necessary to create a form inside the textbase (using CS/TextWorks) in order to design a Genie report that had a compulsory sort other than the default textbase sort, or that included fields from a secondary textbase. In v3.00, this is not required, because Content Server v9.00 added the ability to specify sorting rules and secondary textbase fields when requesting information returned from a query. Look at Reports.CONFIG for examples of the new attributes. If a report contains a Form attribute naming a textbase form, that form continues to serve as a source of fields to be returned and sorting rules to follow, so your reports should still work as before. But going forward, you have new options when designing or changing report definitions.

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Step 4 - Testing and Wrapping Up This section shows you how to make sure your Genie application is accessible. In addition, it tells you how to change the default content page. It also suggests how to wrap up the installation. To test access to the Genie application

After you have completed upgrading to Genie 3.00, perform the following test to make sure the application is accessible. If any of these steps fails, then there may be a problem with the upgrade. If an error message appears anywhere during this test, check the Inmagic Knowledgebase. You can access the Knowledgebase through the Inmagic Customer Extranet at http://support.inmagic.com/downloads/extranet.html. Make a note of the exact text of the error message or save or print the page in case you need to contact Inmagic Technical Support.

1. Open your Web browser and point to http://WebServerName/InmagicGenie. Fill in the name of your Web server where the Genie application resides.

2. Log in by typing a username and password combination, such as “admin”/“admin” or any valid combination defined for Genie. Remember that passwords are case-sensitive.

3. Click the About Genie link on the menu. Verify that the Version says 3.00.

4. Choose Catalog>Search Items.

5. On the Item Search page, click the Browse button next to the Bar Code box, select an item from the list, and click Add. Do this multiple times if you like. When you are finished selecting items, click the Close button.

6. Click the Submit Query button.

7. On the Search Results page, click the Edit link for any Item record. Item information should appear for the record (for example, there is a Bar Code, and possibly Copy Information or a Location). Note that not all boxes for the record may be filled in, but some information should appear for the record.

8. On the Edit Items page, make a mental note of the current value in the Location box, if any, then click the [Browse] link for the box, select an item from the list, and click Replace All.

7. Click the Save button. Verify that Item saved successfully. appears in the messages area of the page.

8. Change the contents of the Location box back to the original value, and click Save again.

9. Click Close to return to the Search Results page.

10. Choose Statistics from the menu. Verify that you see a Status and Statistics table with several rows (Overdue Loans, Overdue Serials, and so on) with View, Print and sometimes E-mail links. (Note: If all of the rows show 0, there will be no links.) Click a View link, then return to the Statistics page and click a Print link.

Note: When you click a Print link, you will be prompted to install a new version of the ScriptX application from Mead & Company. Respond Yes (or Install) to the prompt.

Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Page 21 Troubleshooting If your testing revealed that the InmagicBrowse application is not functioning properly (see step 5 above), and you are using Integrated Windows Authentication with Genie, you may have to manually fix the authentication mode used with the InmagicBrowse application. If this is the case, follow these steps: • Go to IIS and locate the InmagicBrowse application. • Right click the InmagicBrowse application and choose Properties. • On the Directory Security tab, click Edit in the Authentication and access control section. • Select Integrated Windows authentication, then click OK twice. To wrap up the installation process After successfully testing access to the Genie application, wrap up the installation process by reminding (or telling) your library administrator: • To read the README file. This file, located in the Documentation subfolder of the main Genie installation folder, provides information that the library administrator will need to know, including how to set up the application with the library data for your organization and how to access the application. • If necessary, to edit the ICSWeb.INI file to point CS/WebPublisher PRO to the appropriate set of Genie textbases. The library administrator will have to edit the ICSWeb.INI file if she or he decides to use the set of Genie textbases other than what was chosen during the installation of the product For example, the library administrator may later decide to point to the sample textbases for training purposes. To do this, you have to edit the ICSWeb.INI file. For more information, see the Genie README file. You cannot point to the real and sample textbases in the ICSWeb.INI file at the same time; only one set of Genie textbases can be specified in the INI file. The library administrator may have to work with the Web server administrator to update the .INI file.

Page 22 Inmagic Genie 3.00 Installation Notes for Upgrade - Rev. 2.0 Installations – Rev. 2.0 Genie v3.00 New Features Not Enabled The following features, new in v3.00, are not enabled out-of-the-box. The following discussion explains how to enable them if desired. Note that after editing .CONFIG files, you should restart IIS to ensure that Genie sees your changes. • Table of Contents upload and routing

Reason: Many customers are unlikely to use this feature. Also, in order to extract text from a Table of Contents PDF file and make it searchable, the CS/Importer has to be set up properly.

To enable: The Serials edit screen definition in MyEditScreens.config includes the ability to upload a ToC image (not a document), commented out. Find that section near the end of the definition and remove the comment characters. Also consider exposing links to the Table of Contents images in reports. See the commented-out section in the CatalogFull report in Reports.CONFIG for an example.

• My Genie pages for end-users

Reason: The GenieKey textbase needs login records for each user and borrower IDs added before this feature can be enabled and used.

To enable: In MyGenie.config, look for commented-out element OpacMyGenie. Remove comment characters.

• Items searching for end-users

Reason: End users are unlikely to need to search for Item records, unless they are searching the text extracted from tables of contents.

To enable: In MyGenie.config, look for commented-out element OpacSearchItems. Remove comment characters.

• Bulk Item record generation

Reason: This feature was implemented to enable efficient creation of Item records for hundreds of volumes associated with a single Catalog record. U.S. law libraries, for example, may order the Federal Reporter, which contains close to 1000 volumes.

To enable: In MyEditScreens.config, look for commented-out element