Transcript
EnvisionWare® PC Reservation® Administrator Manual Version 4.3 Released: January 15, 2014
For use with PC Reservation 3.5.x Management Consoles, Staff and Self Service Reservation Stations
© 2008-2014, EnvisionWare, Inc. – All rights reserved
EnvisionWare® PC Reservation® 4.3
PC Reservation® Copyright © 2008-2014 EnvisionWare®, Inc. – All rights reserved. PC Reservation and EnvisionWare registered trademarks of EnvisionWare, Inc. Microsoft and Windows are registered trademarks of Microsoft Corporation. Vista is a trademark of Microsoft Corporation. Mac, Mac OS, Tiger, Panther, Leopard, Snow Leopard, and Lion, are trademarks of Apple Inc., registered in the U.S. and other countries. Clean State is a registered trademark of Fortres Grand Corporation. Deep Freeze is a trademark of Faronics. SteadyState is a trademark of Microsoft. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form by any means electronic, mechanical, photocopy, recording or otherwise, without the prior permission of the publisher, except as permitted by U.S.A. copyright law. Fifth Publication January 2014 Published in the United States of America Information in this document is subject to change without notice and does not represent a commitment on the part of EnvisionWare. The software described in this document is furnished under the EnvisionWare End User License Agreement (EULA). The software may be used or copied only in accordance with the terms of the agreement. Content is based upon information available at publication time. EnvisionWare, Inc. 2855 Premiere Parkway | Suite A Duluth, Georgia 30097-5201 USA EnvisionWare Pty Ltd 10 George Street Stepney, South Australia 5069 Australia
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Foreword Thank you for purchasing PC Reservation, the modular solution for staffmanaged, and self-service computer Access and Session management. PC Reservation scales to fit the needs and budget from the smallest facility to large enterprise networks with thousands of public computers. Because of its Distributed Processing Architecture, PC Reservation provides the same performance regardless of the size of the network. Reservations are seamlessly managed by staff and the public using a Staff Reservation Station, Self Service Reservation Station or Web Module. Coupled with the included Central Management Solution, PC Reservation can be centrally managed for a multi-branch facility or consortia. The software adapts to the needs of every library through an extensive set of point and click preferences. EnvisionWare Mission Statement "To provide our customers with quality products and exceptional service. We strive to maintain our reputation for integrity, responsiveness, and fairness, with customers, suppliers, competitors, and employees." We encourage you to provide feedback concerning new features. Thanks to feedback from customers like you, EnvisionWare has become the Company that produces software that works the way you want it to. Thanks again for using our products. --- The EnvisionWare Team
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EnvisionWare® PC Reservation® 4.3
Table of Contents Chapter 1 – Providing a System Overview ................................................................. 9 PC Reservation V4 ....................................................................................................... 9 Architecture ............................................................................................................ 9 EnvisionWare System Monitor (ESM) .......................................................................... 10 Bundled Java Run-Time Environment (JRE) ................................................................. 11 V4 Management Service ........................................................................................... 11 Preference Management via the ‘Management Service’ Console ....................................... 11 Default Settings ...................................................................................................... 12 Idle or Main Screen and Screen Saver ........................................................................ 12 Login Behaviour ...................................................................................................... 12 Deployment ........................................................................................................... 13 PC Reservation V4 Connections Diagram ........................................................................ 14 System Requirements for V4 Architecture ....................................................................... 16 Remote Desktop Protocol.......................................................................................... 16 V4 Client on Windows .............................................................................................. 16 V4 Client on Mac ..................................................................................................... 18 Identifying 64-bit Compatibility Support Details for Client.................................................. 20 Management Service – Hardware Requirements and System Compatibility ........................ 21 JAWS Compatibility ................................................................................................. 21 Understanding Port Functions ....................................................................................... 21 Port Descriptions ..................................................................................................... 21 Firewall Rules for PC Reservation Ports ....................................................................... 24 Chapter 2 – Identifying Client Deployment Options.................................................. 25 Deployment Planning .................................................................................................. 25 Manual V4 Client Installation ........................................................................................ 27 Silent V4 Client Installation .......................................................................................... 27 Command Line Parameters for Windows...................................................................... 27 Silent Installation for Windows .................................................................................. 28 Silent Installation for Mac ......................................................................................... 29 Chapter 3 – Illustrating EnvisionWare System Monitor ............................................ 30 Incorporating EnvisionWare System Monitor ................................................................... 30 Illustrating EnvisionWare System Monitor ....................................................................... 31 15BIllustrating Component Characteristics ........................................................................... 39 Managing a Java Environment via EnvisionWare System Monitor ........................................ 41
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Identifying EnvisionWare System Monitor’s Uninstall Protection .......................................... 42 Using the Windows ‘System Tray’ to Download a License File ............................................. 43 Chapter 4 – Installing the PC Reservation Management Modules .............................. 45 Preparing for Installation ............................................................................................. 45 Installing the Management Modules ............................................................................... 46 Chapter 5 – Understanding the Management Service Console................................... 59 Management Service Console ....................................................................................... 60 Opening the Management Service Console .................................................................. 60 Configuring the V4 System with the Management Service Console ................................... 61 Changing the Language for the Management Service Console ......................................... 62 Closing the Management Service Console ....................................................................... 63 Chapter 6 – Installing the Client on Windows .......................................................... 64 Preparing for Installation ............................................................................................. 64 Installing the Client on Windows ................................................................................... 65 Configuring the Client on Windows ................................................................................ 70 Starting the Client on Windows ..................................................................................... 70 Stopping the Client ..................................................................................................... 71 Chapter 7 – Installing the Client on Mac .................................................................. 73 Preparing for Installation ............................................................................................. 73 Installing the Client on a Mac ....................................................................................... 73 Configuring the Client on a Mac .................................................................................... 78 Configuring the Computer Name for Mac ..................................................................... 79 Dual Booting a Mac for Mac OS and Windows Support ................................................... 79 Starting the Client on the Mac ...................................................................................... 81 Stopping the Client on the Mac ..................................................................................... 81 Chapter 8 – Customizing the V4 Client Main Screen ................................................. 82 Displaying the Institution’s Logo ................................................................................... 83 Displaying the PC Area Name ....................................................................................... 84 Customizing the Top Banner Color of the Client Idle Screen ............................................... 85 Customizing the Idle Screen Background Color ................................................................ 88 Customizing the Idle Screen Background Image .............................................................. 92 Customizing the Library News Section of the Client Idle Screen .......................................... 96 Adding Multiple News Items ...................................................................................... 98 Disabling the Instructions Portal ................................................................................ 99 Disabling the News Feed Portal ................................................................................ 102 Customizing the Client/User Instruction Section ............................................................. 105 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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EnvisionWare® PC Reservation® 4.3 Enabling System Time ............................................................................................... 108 System Locale Setting............................................................................................ 111 Configuring the Welcome Message Screen .................................................................... 111 Identifying Welcome Message Screen Characteristics ...................................................... 112 Ending a Session ...................................................................................................... 114 Chapter 9 – Configuring the User’s Experience ...................................................... 116 Changing Screen Saver Settings ................................................................................. 117 Configuring Client Screen Timeout............................................................................... 118 Configuring the Computer Use Policy ........................................................................... 119 Configuring the Maximum Hide Interval........................................................................ 121 Disabling the Automatic Extension Message at the Client ................................................. 122 Customizing Translation Files...................................................................................... 122 Configuring Dynamic Windows Profile Manager for Valid and Guest Users ........................... 126 Configuring the Default Language for the V4 Client ........................................................ 128 Chapter 11 – Configuring Login Features ............................................................... 130 Integrating JAWS Screen Reading Software .................................................................. 131 Recommended Configurations ................................................................................. 131 Integrating PC Reservation with LPT:One...................................................................... 134 Configuring the System to Login with Operating System Credentials ................................. 134 Configuring the System to Login with Novell Credentials ................................................. 136 Configuring the System to Allow User ID Prefixes ........................................................... 136 Configuring the System for Stand-Alone User Credentials ................................................ 143 Tracking Usage Information by Sessions or Minutes ....................................................... 144 Configure Session/Minute Tracking ........................................................................... 144 Viewing the Control Menu .......................................................................................... 146 Identifying the Various Control Menu Locations .......................................................... 147 Configuring to Enable Language Changes at the Client................................................. 148 Configuring to Hide a Session ..................................................................................... 153 Identifying Reservation Trades ................................................................................... 160 Chapter 11 – Configuring Staff Functions .............................................................. 162 Logging in as a Super User ........................................................................................ 163 Closing a Super User Session .................................................................................. 165 Stopping the Client with the PC Reservation Icon ........................................................... 166 Chapter 12 – Configuring Filtering Option for V4.................................................... 168 Enabling Profile-Based Filtering ................................................................................... 168 Proxy-Based Filtering for Clients on a Different Subnet ................................................... 168 6
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Proxy-Based Filtering for Clients using Terminal Services ............................................. 169 Clients on the Same Subnet Configuration ................................................................. 170 Clients using FireFox, Opera or any other Web Browser ............................................... 171 Enabling Proxy-Based Internet Filtering Using WPAD ...................................................... 171 WPAD Overview ....................................................................................................... 171 Modifying the DNS ................................................................................................ 172 WPAD File Descriptions .......................................................................................... 172 WPAD File Configurations for wpad_no_internet.dat file ............................................... 173 WPAD File Configurations for wpad_filtered.dat file ..................................................... 174 WPAD File Configurations for wpad_unfiltered.dat file .................................................. 175 Updating Local Host File ......................................................................................... 176 Internet Browser Configurations .............................................................................. 176 Chapter 13 – Uninstalling PC Reservation V4 ......................................................... 177 Uninstalling V4 Components from the Program Menu ...................................................... 177 Uninstalling LPT:One Components from Add/Remove Programs ........................................ 178 Uninstalling EnvisionWare System Monitor (ESM) for the Mac ........................................... 178 Uninstalling the Client from a Mac ............................................................................... 179 Chapter 14 – Feature Parity Matrix between the 3x & 4x Clients ............................ 180 Appendix A – Management Service Console Settings .............................................. 185 Appendix B – Client Module Preference File ........................................................... 200 Client Logging.......................................................................................................... 200 Appendix C – Macintosh Client Module Preference File ........................................... 202 Appendix D – Optional Configurations ................................................................... 204 Fast Login Setting .................................................................................................... 205 Configuring the V4 Client and Management Service Console’s Auto-Discovery Ports ............. 206 Configuring the V4 Client and Management Service with the Management Service Location Configuration ....................................................................................................... 207 Configuring Process Exceptions for the V4 Client ............................................................ 208 Adding Process Exceptions for Additional Operating Systems at the Management Service .. 209 Modifying Process Exceptions at the Client................................................................. 211 Preparing for an Auto-Update of PC Reservation ............................................................ 213 Understanding Auto-Update .................................................................................... 213 Appendix E – Management Service Restart ............................................................ 215 Appendix F - Windows Group Policy Settings and Other Keystrokes blocked by PC Reservation V4 Client ........................................................................................... 217 Ctrl + Alt + Del Options for Windows XP Pro, XP Embedded, Vista, 2008 Server, and 7 ........ 217 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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EnvisionWare® PC Reservation® 4.3 PC Reservation V4 Client Blocks the following keystrokes for Windows: .......................... 218 Mac blocked Operations by PC Reservation V4 Client ............................................. 219 PC Reservation V4 Client Blocks the following keystrokes for Mac ..................................... 219 Customer Feedback .............................................................................................. 220
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Chapter 1 – Providing a System Overview PC Reservation V4 is a new generation of computer management software from the world’s leading publisher of library self service solutions. The following provides a high level overview of the new generation of PC Reservation. Each feature is described in detail in succeeding pages of the Manual.
PC Reservation V4 PC Reservation V4 is a completely new application, created with innovative advanced web technology. Leveraging ten years of knowledge in public computer management, EnvisionWare is offering a plethora of new features based on feedback from thousands of libraries around the world. In addition to a new architecture and new features, PC Reservation V4 introduces an innovative rollout program.
Architecture The architecture is brand new and designed in response to the feedback from our customers. Our customers’ experience with installing new libraries and migrating others from alternative solutions led us to this new architecture. The PC Reservation Version 3.x Client was an application, whereas the new V4 Client is a combination of a new service/daemon and an application. These two components perform very different actions but combine to provide a robust, user friendly, and secure computer management solution. The service (Windows) or daemon (Mac and, in the future, Linux) component operates at the system level to broker communications and perform tasks that can only be accomplished by a system level component. The user interface (application) is a new encapsulated browser component that renders everything you see on screen. ALL GUI elements are HTMLbased which means that the look and feel can be as rich as any Internet application. Over time you will see new options or themes for the user interface and soon we will release a new, optional module called the PC Reservation Customization Suite.
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In order to protect the system from corruption by hackers, everything in the system is encrypted. As such, in order to customize the layout or behavior, an administrator will require a Screen Compiler in order to decompress the existing screen layouts, modify the look and behavior, and then recompile the screens for delivery to the system. The Screen Compiler is a component of the future Customization Suite. For today’s customers, the rich web-based interface is colorful, intuitive, and packed with helpful information designed to make your user’s experience easy and pleasant. It represents the collective wisdom of thousands of customers that told us what they wanted in a next generation solution. A new protocol carries messages from the client on a public computer to a new Management Service described later. The protocol is designed to be forgiving of series updates. This means that you can generally update your core components without touching your Clients. The service/daemon and Client (web GUI) interact with each other to protect against unauthorized use and tampering by users of public computers.
EnvisionWare System Monitor (ESM) EnvisionWare System Monitor (ESM) is a new, bundled application that is deployed with all EnvisionWare applications. For the V4 series, ESM monitors your system to ensure that all components are functioning normally and it also installs the bundled Java Run-Time Environment. Also, ESM monitors your system to ensure that all components are functioning normally and provides new update services that are designed to work EVERY time regardless of group policies. ESM cannot overrule rollback software like Clean Slate, DeepFreeze, or Microsoft Steady State so administrators must provide a disabled state for rollback/system writes, so that updaters can perform their actions. ESM uses web protocols to deliver updates seamlessly without using shares and regardless of the permission level granted a public user.
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Bundled Java Run-Time Environment (JRE) The Bundled Java Run-Time Environment (JRE) was created for all of EnvisionWare products that use Java. The bundled JRE is packaged with ESM so Java is installed when ESM is installed. The bundled JRE is also packaged with the V4 Windows Client with a newly created Registry entry, EnvisionWare\PC Reservation\JavaHome. The registry value points to the bundled Java Runtime Environment (JRE), located in the C:\Program Files\Envisionware\common\jre directory. The Client Service and the Client application use the specified JRE directory to launch. When Java auto-updates occur on a client or server machine, it will not use the JAVA directory instead the Management Service and Client will use the JRE installed with the product. Note: For institutions that use the common version of Java, it will not be used. This applies to the V4 Windows Client only. The V4 Mac Client is not bundled with the JRE; Java auto-updates occur predictably.
V4 Management Service In order to broker communications to the new V4 Client and to manage the new features offered in the new Client, this release introduces a new Fourth Generation component, the Management Service. Today, the Management Service works in tandem with your existing 3.5.x Management Consoles (version 3.5.8 or higher.) Its primary purpose is that of a bridge between the Management Console and the V4 Clients. While the Management Console has no knowledge of V4 Clients, it does recognize communications from the Management Service. Therefore all information needing to go to the V4 Clients or to the Management Console is managed and passed by the Management Service successfully.
Preference Management via the ‘Management Service’ Console In PC Reservation V4, your preferences are managed in a web browser. Simply connect to the URL which is hosted in the new Management Service embedded web server and you’ll be instantly viewing a rich, web-based graphical interface for managing preferences in the Management Service.
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EnvisionWare® PC Reservation® 4.3
The new Management Service is also smart about preference changes. There’s no need to restart the service to adopt new settings. The moment you press Submit on the Management Service Console screen, your new settings are applied to your enterprise without disrupting any services or system communications. In this release, the Console provides basic services. In upcoming releases additional preferences such as screen text will be incorporated into the Management Service console. The data fields will be updated to provide data validation, drop down choices, checkboxes and other types of control options appropriate to the data being managed.
Default Settings Customer feedback from libraries and campuses around the world drove changes in the user experience to provide a more intuitive interface. Options like “Lock” are replaced with “Hide” and “Locked” is replaced with “In Use by Another Patron” along with other message changes.
Idle or Main Screen and Screen Saver The Version 3.x screen saver did not provide information about user status and added no value to passers-by. In V4 the main screen for the Client is the idle screen and it contains Status, Login Instructions, Area name and color coding, and a new News section. The entire screen moves slightly to perform screen saver actions.
Login Behaviour In V4, the login fields change dynamically according to the system preferences. Replacing the 3x approach to “Click on colored text,” V4 users can simply enter the appropriate credentials and PC Reservation determines if the user is reserved or is requesting a @Client reservation. For campus environments, a new preference uses the Windows or Mac logon credentials to start a session, bypassing the PC Reservation login sequence.
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Deployment The PC Reservation V4 Client replaces existing Client modules in an existing PC Reservation 3.5.x system. It operates in a mixed environment with existing Version 3.x Clients or you can replace or update all of your current Clients. This innovative approach to a release strategy is the least invasive way to offer a migration strategy to the thousands of sites using the 3.x version series. It offers a low risk1 way to implement a new architecture, new features, and a new look on some computers while offering a consistent experience to patrons on systems that are not yet updated. In order to support the new features of the V4 Client, the foundation of a new Management Service is installed on the same computer as an existing Management Console. In future major releases, the product will offer a similar side by side replacement strategy for staff and self service stations. The V4 architecture and rollout will be largely completed when the current Management Console is completely replaced with the new Management Service.
While the product is fully tested and not considered risky, many customers feel that a change to the patron experience has inherent risks to public adoption and comfort. This approach was designed to offer a choice in adoption strategy. 1
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EnvisionWare® PC Reservation® 4.3
PC Reservation V4 Connections Diagram The following diagram displays the V4’s versatility. The V4 Client coexists with Version 3.x. The blue areas represent Version 3.x components while the Purple areas represent V4 components.
Migrating from PC Reservation Version 3.x to V4 will occur in phases. Most of your components will remain the same. Implementation for V4x consists of the following components:
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Management Console (3.5.x) – The 3x Management Console remains the primary logic component of the system in this release. However, some configuration options which are new to the V4 architecture are configured in the Management Service.
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In the final phase of migration to V4, the Management Console will be replaced in its entirety by the new Management Service.
Management Service (V4) – This component is responsible for communicating with the V4 Client and for controlling the logic related to new Client functionality. The Service delivers the new Management Service Console.
Management Service Console (V4) – A web-based administrative interface for the Management Service.
Staff-Managed Reservation Station (3.5.X) - This component is unchanged and is part of the current Version 3.x design. Information about this module may be found in the Version 3.x Technical Manual.
Self-Service Reservation Station (3.5.X) – This component is unchanged and is part of the current Version 3.x design. Information about this module may be found in the Version 3.x Technical Manual
Version 3 Windows Client (3.5.X) – While V4 includes a rearchitected Client, the institution can maintain the existing Version 3.5.x client on some public computers as desired.
Version 4 Client (V4) – The V4 Client provides a completely new PC Reservation Client. As in the past, the Client manages Windows computers, and, for the first time, an implementation that supports Mac.
EnvisionWare System Monitor (ESM) – ESM monitors your system to ensure that all components are functioning normally and provides the auto-update support for future releases of the V4 Client.
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System Requirements for V4 Architecture The following tables list the components and minimum requirements for PC Reservation V4.
Remote Desktop Protocol EnvisionWare does not recommend accessing the Management Console via Remote Desktop Protocol (RDP). Doing so may cause anomalies as the Management Console is designed so that its local pcres.mdb file is expected to be accessed via one connection only. Using RDP and attempting to access the database via multiple connections will cause problems within the reservation system. Solution 1898 provides a reference to this topic.
V4 Client on Windows The Client is a user facing program driven by a Client service. This program allows patrons/users the ability to access computer resources in a methodical and orderly fashion. The Client’s service control communicates with the Management Service to give and receive status updates and configuration commands. The Client’s service then relays the information to the Client program which executes the appropriate interface and diagrams/data.
JAWS Compatibility The V4 Client is compatible with the JAWS (Job Access with Speech) screen reading software. See ‘Integrating JAWS Screen Reading Software’ in Chapter 11 – Configuring Login Features for more information and guidelines.
Component Overview Where: Executable(s): Config File: Database:
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C:\Program Files\EnvisionWare\PC Reservation\Client Module PC Reservation Client Module.exe PCReservationClientService.exe pcrClient.ewp NA
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Operating System Compatibility The V4 Client is tested and supported on the following operating systems:
Windows XP SP3 Professional Edition
Windows Vista Business and Ultimate Editions (32- and 64-bit versions)
Windows 7 Business and Ultimate Editions (32- and 64-bit versions)
The V4 Client is not supported on the following operating systems:
Windows 2000 Professional
Windows XP SP2 or earlier
All operating systems released earlier than Windows XP
Memory Memory (RAM):
512 MB for Windows XP Vendor recommended system requirements for all other operating systems.
Network Compatibility Network:
TCP/IP
Static IP:
Not required
Hardware Compatibility Hard Drive Space:
Vendor recommended system requirements for the operating system.
Minimum Screen Resolution:
1024 by 768 pixels
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V4 Client on Mac The Mac Client for PC Reservation provides the same purpose and functionality as does the Windows Client for PC Reservation. See the above category for the Windows Client.
Component Overview Where:
Applications directory
Executable:
Not Applicable
Config File:
pcrClient.ewp
Database:
NA
Operating System Compatibility The V4 Client has been tested and is supported on the following operating systems:
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Mac OS® 10.5.8 or higher (Leopard®)
Mac OS® 10.6 version series (Snow Leopard®)
Mac OS® 10.7.3 (Lion®) o
While the latest 4x PC Reservation version is tested with the above Mac OS version specifically, EnvisionWare has confidence that PC Reservation works successfully on the 10.7, 10.7.1, 10.7.2, and 10.7.3 Mac OS versions.
o
Be advised that this present version of PC Reservation is presently not tested with Mac OS 10.7.4. However, this does not convey that it will not work successfully.
o
IMPORTANT! When installing PC Reservation 4.2 on Mac OS 10.7, System Administrators must first install Java. Apple does not ship Java with the OS 10.7 version.
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The V4 Client is not supported on the following operating systems:
All operating systems released earlier than Mac OS® 10.5.8
Macs using a Power PC processor
Network Compatibility Network:
TCP/IP
Static IP:
Not required
Hardware Compatibility Hard Drive Space:
Vendor recommended system requirements for the operating system
Min Screen Resolution:
1024 by 768 pixels
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Identifying 64-bit Compatibility Support Details for Client Changes with where the PC Reservation Client stores its preference (.ewp) file are incorporated with the 4.3 version. The PC Reservation Client Service runs as a 64-bit Windows Service on Windows 64-bit OSes. The PC Reservation Client Service is installed to Program Files directory by default. This is not configurable. The PC Reservation Client Module's default installation remains to be Program Files (x86). Note: The PC Reservation Client Module and Client Service both are installed to the same directory (...\Program Files \EnvisionWare\PC Reservation\Client Module) as always on a 32-bit system. There is no change with this processor type from versions previous to 4.3 The location of the PC Reservation Client preference (.ewp) file is changed. The new storage location of this file is the APPDATA directory. During installation of the PC Reservation Client, a ‘config’ shortcut is created at ...\Client Module. The ‘config’ shortcut points to the proper config directory in APPDATA. The ‘logs’ folder in the same directory as the ‘config’ shortcut has also been replaced with a shortcut pointing to the logs directory in the APPDATA folder. Note: For earlier OSes the ‘Application Data’ folder is used and for later OSes, a variation of this name such as APPDATA is used instead. The actual location of this directory varies throughout the different OSes. But if System Administrators would like to access this directory outside of the shortcuts located in the program folder, an easier approach would be to enter the following command via a Run prompt: %AllUsersProfile%
From this location, the AppData folder is accessible. However, system administrators may also use the following full path to go directly to the actual folder.
\%AllUsersProfile%\Application Data\EnvisionWare The ‘Application Data’ folder on Windows Vista/7 is named ‘AppData/Roaming’. Therefore we suggest the following ‘note’. Note: The file paths listed in this section are derived from Windows XP Operating System. Please see your OS documentation for the correct path used by your system if you desire to access this directory directly.
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Management Service – Hardware Requirements and System Compatibility Important! The Management Service must be installed on the same computer as the Management Console. As a result, the hardware and operating system requirements for the Management Service are the same as those for the existing Management Console.
JAWS Compatibility The Management Service is compatible with the JAWS (Job Access with Speech) screen reading software. See ‘Integrating JAWS Screen Reading Software’ in Chapter 11 – Configuring Login Features for more information and guidelines.
Understanding Port Functions Ports allow PC Reservation components to connect and transfer files and data. The following sections include port descriptions and Firewall rules.
Port Descriptions The following table includes detailed descriptions for all ports used with PC Reservation. Port 1969(TCP/UDP):
Port 61969(UDP):
Listening port allows items ‘1’ and ‘2’ to function. 1) The Management Console broadcasts its location for other components to connect. 2) The (3x) Reservation Station, Web Module, and (V4) Management Service connect to the Management Console on this port to transport command messages (send & receive). Listening port allows (V4) Clients (ENGINE), for Windows
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and Mac, to broadcast a message in order to ‘autodiscover’ the location of the Management Service and connect. The ‘Client Service’ (ENGINE) piece does the broadcasting. Important! EnvisionWare does not recommend allowing the ‘auto-discovery’ functionality to cross subnets. It is uncommon to broadcast across subnets and this will also cause the auto-discovery functionality to fail. Port 31285(HTTP):
Listening port allows the Management Service to host the Management Service Console on this port. Additionally, updates are pulled by (V4) Clients—on this port— from the Management Service. The Use Policy also utilizes this port. The Management Service has a Use Policy folder that stores the policy. When updates occur, the Use Policy is passed to the Client.
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Port 4567(TCP):
Port has a two-fold purpose: 1) (V4) Clients (UI) receive their web pages on this port from the Client Service (ENGINE). 2) User Credentials, Language, and PC Description, are passed to the LPT:One Print Client when PC Reservation Integration, in LPT:One, is enabled.
Port 80(HTTP/TCP):
Listening port allows V4 Client
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(ENGINE)—for Windows and Mac—downloads WPAD files from the Management Service, for proxy based filtering. Important! EnvisionWare does not recommend deploying the V4 Management Service and 3X Management Console on a server hosting web services. Doing so will cause connectivity to fail between the Management Service and V4 Clients. Port 9432(dRb):
Listening port allows (V4) Client for Windows and Mac to connect to the Management Service transporting command messages (send & receive) between each component.
Port 7801(SIP to ODBC):
(3X) Connection Manager connects the (3X) Management Console via SIP to a supported database via ODBC.
Port xxxx:
Port assigned by the Operating System for use with the (3x) PC Reservation Reporting Module.
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Firewall Rules for PC Reservation Ports The following table provides firewall rule samples for PC Reservation ports. Note: PC Reservation removes Client and ESM Firewall exceptions that are created during Client installations; also, the system no longer opens ports. Port 1969:
Rule1: Permit TCP to port 1969 Rule2: Permit TCP to port 1969 (If required) Rule3: Permit UDP to broadcast port 1969
Port 61969:
Rule4: Permit UDP to broadcast port 61969 Rule5: Permit UDP to broadcast port 61969
Port 31285:
Port 4567:
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Rule6: Permit TCP to port 31285 Note: The V4 PC Reservation Client Service (Windows or Mac) both reside on the same computer as the LPT:One Print Client for PC Reservation Integration. Therefore, no rule is required.
Port 80(HTTP):
Rule7: Permit TCP to port 80.
Port 9432(dRb):
Rule8: Permit TCP to port 9432
Port 7801(SIP to ODBC):
Note: The Management Console and Connection Manager typically reside on the same computer. No rule is required.
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Chapter 2 – Identifying Client Deployment Options This chapter details the following topics:
Deployment Planning
Manual V4 Client Installation
Silent V4 Client Installation
Deployment Planning Complete the following steps BEFORE installing the V4 Client:
1. Ensure that the current system is running at least PC Reservation 3.5. 2. Ensure the Management Console is running PC Reservation 3.5.8 or higher.
3. Ensure that V4 Clients are manually installed on each computer or silently installed with a login script.
For more information refer to ‘Silent Installation’ section in this chapter.
For more information refer to Chapter 6 – Installing the Client on Windows.
For more information refer to Chapter 7 – Installing the Client on Mac.
4. Ensure that the V4 Mac Clients are configured locally using the computer name.
For more information refer to section ‘Configuring the Computer Name for Mac’ in Chapter 7 – Installing the Client on Mac.
5. See the sited section for information on the ‘Skip when Closing Functionality’.
Refer to section ‘Configuring Process Exceptions for the V4 Client’ in Appendix D – Optional Configurations.
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6. Ensure that Version 3x Client.ini is adapted to new V4 preferences 7. Ensure that Login instructions are modified with WordPad.
For more information refer to section ‘Customizing the Client/User Instruction Section’ in Chapter 9 – Customizing the V4 Client Main Screen.
8. Ensure that Library News is modified with WordPad.
For more information refer to section ‘Customizing the Library News Section’ in Chapter 9 – Customizing the V4 Client Main Screen.
9. Ensure that the Logo is either customized in the Management Console or configured in the Management Service Console.
10. Ensure that the Computer Use Policy is configured for other supported languages if applicable. PC Reservation presently does not have a means for translating the individual site policy.
For more information refer to section ‘Configuring the Computer Use Policy’ in Chapter 10 – Configuring the User’s Experience.
11. Ensure that your default language selection and language lists displayed on the V4 Client are configured appropriately.
For more information refer to section ‘Configuring the Default Language for the V4 Client’ and ‘Configuring to Enable Language Changes at the Client’ in Chapter 10 – Configuring the User’s Experience and Chapter 11 – Configuring Login Features.
12. Ensure that WPAD entries are set and the DNS is configured or local host files are managed.
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For more information refer to Chapter 13 – Configuring Filtering Option for V4.
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Manual V4 Client Installation The V4 Clients can be manually installed on Windows and Mac Operating Systems. To manually install V4 Clients, refer to one of the following chapters:
Chapter 6 – Installing the Client on Windows
Chapter 7 – Installing the Client on Mac
Silent V4 Client Installation Institutions can silently install the V4 Client using Command Line Parameters. This process works the same as the Version 3.x Client and it supports the following command line parameters listed below.
Command Line Parameters for Windows The following is a list of command line parameters:
IP – this value must be the Management Service’s IP address.
The default is blank.
The value entered will be saved to the Client preference file. If the value is empty, the command line will be ignored.
Tcpport – this value must be the Management Service’s port.
The default value is 9432.
The value entered will be saved to the Client preference file. If the value is empty, the command line will be ignored.
Shortcut – this value can be one (1) or zero (0).
The default is zero (0)
One (1) will create the desktop shortcut and zero (0) will not.
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Silent Installation for Windows To silently install the V4 Client on a Windows computer using a login script, remote deployment utility, or other enterprise deployment method, complete the following steps:
1. From the Command Line Prompt, go to the directory that contains the executable file for the installer.
This could be a shared directory from a server, a thumb drive, or a file downloaded to your local computer and stored on the desktop temporarily.
2. Enter the command line parameter for example: InstallPCResClient.exe /S -ip=172.21.3.1 -tcpport= 9432 -shortcut=0.
The Management Service IP port is 172.21.3.1. The Management Service Port is 9432.
Creating a desktop shortcut is not recommended. The systems runs the silent install and the Client will automatically launch.
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Silent Installation for Mac To silently install the V4 Client on a Mac, complete the following steps:
1. Save the InstallPCResClient.dmg installer file to the desktop. 2. Double click the InstallPCResClient.dmg file. Note: The .dmg must be mounted before running the silent installer. The system displays the .mpkg file.
3. From terminal window, enter the path where the installer file is mounted.
For example, “sudo installer –package /Volumes/InstallPCResClient/InstallPCResClient.mpkg-target LocalSystem”
The system prompts you for the password.
4. Enter the Administrator password. The systems runs the silent install and the Client will automatically launch.
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Chapter 3 – Illustrating EnvisionWare System Monitor This chapter describes the present functionality of EnvisionWare System Monitor (ESM) for use with PC Reservation.
Incorporating EnvisionWare System Monitor EnvisionWare System Monitor (ESM) is an enterprise application with the following functionality:
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A tool for downloading and installing the EnvisionWare license file from the Customer Center. Once the license is in place, it activates use for the Management Service and Management Console.
Manages the installation of the ‘Bundled Java Runtime Environment (JRE)’ used by EnvisionWare System Monitor.
EnvisionWare controls the distribution and updating of the JRE to minimize unexpected issues associated with automatic Java updates.
Presently, only in PC Reservation version 4, ESM includes provisions to safeguard and pass Client log files to the Management Service host computer, in the event a problem occurs on the PC Reservation Client. The benefit of this feature ensures that log files are not lost because of ‘roll back’ software and rather, System Administrators have access to log files when troubleshooting problematic behavior.
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Illustrating EnvisionWare System Monitor See the following illustrations of each message represented in EnvisionWare System Monitor:
Missing an EnvisionWare license file.
Choosing ‘No’ the system informs you of requirements in the following window.
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Choosing ‘Yes’ displays another window prompting to enter your EnvisionWare user credentials. These credentials reflect an email and password recognized by EnvisionWare’s Customer Center Login. Follow the instructions and click ‘Submit’.
After entering the requested information the system begins to process the request and displays the following message.
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If the credentials are valid, the system displays the following message. You may choose to start start the EnvisionWare Management Service.
License file is invalid.
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Maintenance is expired.
Choosing ‘No’ closes the message. You may continue to use the system, however, until maintenance is renewed you will not receive support.
Choosing ‘Yes’ displays another window prompting to enter your EnvisionWare Customer Center Login credentials.
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After entering your credentials and clicking ‘Submit’, the system begins to download your license file as shown in the window below.
If the credentials are valid, the system displays the following message. You should choose to start the Management Service or Client service as applicable because this allows the server to pick up the new license information.
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Not licensed for PC Reservation.
Choosing ‘No’, the system informs you of requirements in the following window.
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Choosing ‘Yes’ from the initial window, displays another window prompting to enter your EnvisionWare user credentials. These credentials reflect an email and password recognized by EnvisionWare’s Customer Center Login.
After following the instructions, entering your credentials, and clicking ‘Submit’ displays the following window.
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If the credentials are valid, the system displays the following message. You may choose to start Management Service and Client Service respectively.
Demo License Expired.
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Illustrating Component Characteristics 15B
See the following table for component characteristics: Component System Monitor Client: Controls the appearance of the System Monitor icon in the System Tray
Characteristics Starting Client
Click the
Stopping Client
( ) icon in the System Tray.
icon located in the Windows ‘Start Menu’ or EnvisionWare ‘Program Group Menu’, to start the application.
Once started the ( ) icon appears in the System Tray. Note: Depending on the state of System Monitor Service, the icon may appear ‘On’ or ‘Off’. See the characteristics of the System Monitor Service in the following table section.
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Right-click the
The system displays a menu option.
Click Exit to stop the System Monitor Client.
The system removes the System Monitor Client’s icon ( ) from the System Tray.
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Starting Service
System Monitor Service: Controls the ‘Off’ and ‘On’ capabilities of the service.
If application is started but the service is not, the icon on the System Tray appears in its ‘Off’ (
Stopping Service
) state.
Click the icon located in the Windows ‘Start Menu’, EnvisionWare ‘Program Group Menu’, or Windows Services to start the System Monitor service.
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Click the
Icon located in the Windows ‘Start Menu’, EnvisionWare ‘Program Group Menu’, or Windows Services to stop the System Monitor service.
The system displays the System Monitor Service in its ‘Off’ (
Once started the icon in the System Tray appears in its ‘On’ ( state.
) state.
)
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Managing a Java Environment via EnvisionWare System Monitor EnvisionWare System Monitor (ESM) installs and manages EnvisionWare’s ‘Bundled’ Java Runtime Environment (JRE) to fulfill java requirements for the product’s ‘services’ components. System Administrators need not download and/or install any additional packages. See the following details for this functionality:
The ‘Bundled’ JRE is installed at C:\Program Files \EnvisionWare\Common\JRE.
Installation is silent and requires no interaction from the System Administrator.
This package does not affect any existing installations of the JRE, neither does any existing JRE installation, affect the ‘Bundled’ JRE.
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Identifying EnvisionWare System Monitor’s Uninstall Protection EnvisionWare System Monitor (ESM) tracks many EnvisionWare products installed on a computer system. It contains internal controls which ensure that it’s not uninstalled when other EnvisionWare products remain on a computer system. If ESM is selected to be uninstalled, a message similar to the following is displayed to the System Administrator:
The message identifies EnvisionWare product components based on what is installed and supported by ESM. Once all supported EnvisionWare components are removed, ESM can be uninstalled.
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Using the Windows ‘System Tray’ to Download a License File EnvisionWare System Monitor (ESM) provides two options for System administrators to download a new or updated license file.
Via prompts from ESM messages displayed above the Windows ‘Start’ button for either of the following message prompts:
Invalid License;
Maintenance Expired;
No License File Detected;
Not Licensed for the Product;
Via the ESM icon located in the Windows System Tray.
System administrators, who are aware that a license has been issued or updated, may download the license file at any time using this option. This section provides instructions to download you license file via the ESM icon in the Windows System Tray. Complete the following steps to download an EnvisionWare license file via ESM:
1. Right-click the ESM icon (
) in the Windows System Tray.
The system displays a menu.
2. Select to ‘Download License’ option from the menu.
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The system opens an internet browser window displaying prompts to enter credentials.
3. Enter your ‘Username’ and ‘Password’. These are the same credentials, which allow you to log into the EnvisionWare Customer Center.
4. Click ‘Submit’ to initiate the license download. The system downloads the license file and copies it to the ‘EnvisionWare’ directory.
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Chapter 4 – Installing the PC Reservation Management Modules Management Modules consists of the Management Service, a version 4 component and the Management Console, a version 3 application server. The Management Service will eventually control the entire PC Reservation V4 product line. The Management Service manages communications between the Management Console and the V4 Clients. Therefore, when installing the Management Modules, the Management Service and Management Console are installed.
Preparing for Installation Complete the following tasks before installing the Management Modules:
1. Ensure the target computer is logged in as an administrator or has full administrative rights. The Management Service module is a service that requires administrator rights for a successful installation.
2. Ensure that you have the Windows User Account credentials. When installing on Windows Vista SP2 or Windows 7 Ultimate, you are prompted to enter valid administrator credentials.
3. Download a copy of your EnvisionWare License file from the EnvisionWare Customer Center.
4. Download the Version 4.3/3.5.12 installer package from the Customer Center Product Downloads page, it includes all PC Reservation components for V4 and 3x versions.
5. Shut down the Management Console application if this is an update. 6. Verify your minimum system requirements for the Management Modules. See System Requirements in this manual and in the 3x Technical manual.
7. Ensure that any needed firewall rules are created. See ‘Firewall Rules for PC Reservation Ports’ in Chapter 1 – Providing a System Overview in this manual. And see ‘Firewall Rules for PC Reservation Ports’ in the 3x Technical Manual.
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Installing the Management Modules To demonstrate the full spectrum of the installer’s functionality in this installation package, the following instructions depict a system that has an existing Management Console version that is 3.4.x. Additionally, it provides information when updating both the Management Console and Management Service. Complete the following steps to install the PC Reservation Management Service:
1. During the installation, options to go back to the previous screen and cancel the installation are available. Click the installer package to begin installation. The system displays the PC Reservation Setup Wizard screen.
2. Read the instructions available on the screen. Click Next> to continue.
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The system displays the Components screen. All components available with the Full installer are listed. IMPORTANT! Individual installers are not available for the Management Service and Management Console. They both must be installed from this Full installer.
Management Modules: Includes the Management Console (MC) and the Management Service (MS). Both control preferences, broker communications, and host reservations. One MC and one MS per branch is a typical configuration/distribution for these two components.
3. Select to install the Management Modules. Click Install to continue. The system begins extracting system files for the two modules and verifies the installer.
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The system, at this point of the installation, displays a warning message for the Management Console.
UPDATES ONLY:
IF you are updating your existing system and your Management Console is running, the system detects this and makes note that it cannot be running during the update process. The system exits the installation.
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Stop the Management Console and then restart this installation/update process.
IF your Management Console being updated is version 3.4.x, at some point in the installation the system detects and provides instructions on other components which will require an update for the full reservation system to work successfully.
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Choose the option that is applicable for your environment. The system displays the Management Console Setup Wizard.
4. Read the instructions available on the screen. Click Next> to continue. The system displays the End User License Agreement screen.
5. Read the License Agreement and choose to accept the terms and click Next> to continue. Otherwise, click Cancel to exit the installation. The software does not operate if the EULA is not accepted.
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The system displays the Management Service installation options screen.
6. Click Next> to continue, or you may first choose not to create a shortcut on the desktop and/or add one to the ‘Startup Group’. The system displays the default installation path. Read the information provided on the screen.
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IF updating, the system detects your existing version and acknowledges this via the installation screen.
7. Accept the default path for your installation directory and click Next> to continue. If the default path is unacceptable, click Browse to locate the optional path.
The default path is highly recommended for ease of support.
If updating an existing installation of the Management Service and a different destination path is selected, the existing version of the Management Service is not uninstalled.
However, the new version of the Management Service becomes the version that is run by the system. The previous installation and files remain but is rendered inoperable.
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The installation progress screen appears showing the files and directories being installed and created.
The system continues to install all Management Console system files and begins to extract the Management Service program in preparation for installation.
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The system displays the Management Service Setup Wizard screen
8. Read the instructions available on the screen. Click Next> to continue. The system displays the default installation path. Read the information provided on the screen.
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IF updating, the system detects your existing version and acknowledges this via the installation screen.
9. Accept the default path for your installation directory and click Next> to continue. If the default path is unacceptable, click Browse to locate the optional path.
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The default path is highly recommended for ease of support.
If updating an existing installation of the Management Service and a different destination path is selected, the existing version of the Management Service is not uninstalled.
However, the new version of the Management Service becomes the version that is run by the system. The previous installation and files remain but is rendered inoperable.
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EnvisionWare ® PC Reservation® 4.3
The system displays the Management Service Install Options screen.
10. Click Install to continue, or deselect the option to create a shortcut for the Management Service Console on the desktop and then click Install. The Management Service Console is a user friendly web browser that facilitates Management Service configuration. The system prompts to install the Management Console.
The system displays the installation progress for EnvisionWare System Monitor.
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This component installs with the Management Service and provides license validation as well as system health checks and notices.
The system resumes installing the Management Service and displays its continued progress.
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The system concludes the installation of the Management Modules which consist of the Management Console and the Management Service.
11. Click Finish to close the window and proceed. The system completes the Management Console installation.
12. Click Close to exit the Management Console installation program and proceed.
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The system completes remaining tasks for PC Reservation and the Setup program.
13. Click Close again to return back to the desktop. Upon completion of installation, the Management Service starts. However, once started, it requests license information from EnvisionWare System Monitor (ESM). If ESM does not find a license file in the ‘EnvisionWare’ directory of (C:\Program Files\EnvisionWare), it displays a message noting that a license file was not detected and the Management Service shuts down after being notified by ESM. After the Management Service shuts down it logs the reason in its log file. See Chapter 3 – Illustrating EnvisionWare System Monitor for more information about System Monitor and the messages sent by this system in relation to PC Reservation.
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Chapter 5 – Understanding the Management Service Console This chapter provides step-by-step instructions for the following Management Service Console topics:
Opening the Management Service Console
Configuring the V4 System with the Management Service Console
Changing the Language for the Management Service Console
Closing the Management Service Console
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Management Service Console The Management Service Console is a web-based user interface designed for administrators to enter V4 configuration changes. The Management Service Console eliminates the need to open and edit preference (.ewp) files. The Management Service Console has an improved and consistent look and feel. The user interface is enhanced with a more aesthetically pleasing graphic header and the Change Language button is repositioned next to the Submit and Reset buttons at the bottom of the screen.
Opening the Management Service Console To open the Management Service Console, complete the following steps:
1. Double-click the PC Reservation Management Service Console Icon.
Installed on the desktop of the computer hosting the Management Service. Note: In this release, the Management Service Console will only operate on the local system hosting the Management Service. In a future version a requirement for login credentials will be added. Once that feature is implemented, you can operate the Management Service Console from any location on your local network. OR
2. Click Start > All Programs EnvisionWare > PC Reservation > Management Service.
3. Select PC Reservation® Management Service Console. The system displays the Management Service Console screen.
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Configuring the V4 System with the Management Service Console The Management Service Console is designed to configure the V4 Client and Management Service with simple and easy steps. To configure the system, complete the following steps:
1. Enter the appropriate values within each field. Note: For further information, refer to the Management Service preference file in Appendix A – Management Service Console Settings.
2. Click Submit. 3. Save and close the Internet Browser. The system saves the configurations. Note: To restore the Management Service default settings, click Restore.
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Changing the Language for the Management Service Console The Management Service Console default language is US English. However, the system supports other languages like English, Spanish, and French. To change the Management Service Console language, complete the following steps:
1. Scroll down and locate the Language button at the bottom of the interface.
2. Click the Language button. The system displays the Language selection screen.
3. Click the desired language link. The system automatically changes the interface to the specified language.
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Closing the Management Service Console To exit the Management Service Console, simply close the browser or browser tab hosting the Management Console page.
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Chapter 6 – Installing the Client on Windows The V4 Client is equipped with two installers which are designed to operate with Windows and Mac operating systems. This chapter provides step-bystep instructions to install and configure the Client for use on Windows computers.
Preparing for Installation Complete the following steps before installing the PC Reservation Client:
1. See the following:
PC Reservation 3.4.x Clients must be updated to version 3.5.8 before installing the V4 Client.
2. Ensure the target computer is logged in as an administrator or has full administrative rights. The Client uses a ‘Client Service’ that requires administrator rights for a successful installation.
3. Ensure that you have the User Account’s credentials. When installing on Windows Vista SP2 or Windows 7 Ultimate, you are prompted to enter valid administrator credentials.
4. Disable all security software on the public computers as applicable. 5. Download the latest installer package from the Customer Center Product Downloads page, it includes all PC Reservation components.
6. Verify your minimum system requirements for the Client. See the System Requirements section.
7. See the section for creating firewall rules if required for your network. 8. Reference the PC Reservation Port section for port definitions.
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Installing the Client on Windows Complete the following steps to install the PC Reservation Client on a Windows PC:
1. During the installation, options to go back to the previous screen and cancel the installation are available. Click the installer package to begin. The system displays the PC Reservation Setup main screen.
2. Read the instructions available on the screen. Click Next> to continue. The system displays the EnvisionWare User License Agreement screen.
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3. Read the License Agreement and choose to accept the terms, click Next> to continue. Otherwise, click Cancel to exit the installation.
If the License Agreement is not accepted, the software will not install. The system displays the Choose Install Location window.
4. Accept the default path for your installation directory and click Next> to continue. If the default path is not your choice, click Browse to locate the optional path. If the system detects a PC Reservation Client version that is earlier than 3.5.8, the installer uninstalls the Client successfully and continues with the V4 installation. Any Client with a version earlier than 3.5.8 is not updated but however, removed.
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The system displays the PC Reservation Client Module Setup screen.
5. Complete the following options as applicable:
Management Service IP Address or Host Name: The IP address of the Management Service is automatically populated. However, you may change the value to point to another Management Service or to insert the host name instead, or leave blank for auto-discovery when the Client is on the same LAN as the Management Service.
Management Service Port: Default port value that allows the Client for Windows and Mac to connect to the Management Service.
Management Service Auto-Discovery Port: Default value allows the Client for Windows and Mac to auto-discover the location of the Management Service and connect.
6. Click Install to continue with the installation.
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Note: The Management Service Host and Port fields are automatically populated with updates only. The system begins to extract EnvisionWare System Monitor for installation.
The system begins to extract System Monitor and install.
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The system reverts to another installation screen and continues to install all System Monitor items.
The system completes the System Monitor installation and resumes with the PC Reservation Client installation.
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The system displays the PC Reservation Client Module Setup screen.
7. Click Finish to exit the installation screen. The system completes the PC Reservation Setup Process and displays a screen to confirm this event.
8. Click Close to return exit the PC Reservation Setup program The system returns to the desktop.
Configuring the Client on Windows Configurations are not required. All configurations for the V4 Client on Windows is managed via the Management Service Console.
Starting the Client on Windows To open the Client, complete the following steps:
1. Double-click the PC Reservation Client Module Icon. OR
2. Click Start > All Programs > EnvisionWare. 3. Select PC Reservation > Client Module > PC Reservation Client Module.
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Stopping the Client The PC Reservation icon can be clicked to initiate the Client closing process. Complete the following steps to close the Client application:
1. Locate the PC Reservation icon in the lower left hand corner of the idle screen as depicted below.
2. Press and hold the Ctrl key while clicking the PC Reservation icon highlighted above for your convenience. The system prompts the staff to enter a password.
3. Enter the staff password and click OK.
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The system changes its status and provides two options for the staff member.
4. Choose the ‘Close Client’ option. The system closes the Client and returns to the desktop. However, the Client Service continues to run in the background.
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Chapter 7 – Installing the Client on Mac The V4 Client is equipped with two installers designed to operate on Windows and Mac operating systems. The following chapter provides instructions to install and configure the Client on the Mac.
Preparing for Installation 1. Ensure that the Management Console and Management Service are previously installed. 2. Ensure that you have reviewed the System Requirements section for valid specifications. IMPORTANT! If installing on a Mac OS 10.7 system, System Administrators must first install Java. Apple does not ship Java with this operating system. 3. Ensure that appropriate firewall rules are created as needed. See ‘Firewall Rules for PC Reservation Ports’. See ‘Port Descriptions’ section for information on the purpose of each available port. 4. Download the V4 Mac Client latest installer package via the EnvisionWare Customer Center Product Downloads page.
Installing the Client on a Mac To install the Client on a Mac, complete the following steps: 1. Click the installer package downloaded from the EnvisionWare Customer Center Product Downloads page, to begin installation.
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The system displays the Welcome to the PC Reservation Installer Wizard screen.
2. Click Continue. The system displays the Software End User License Agreement screen.
3. Click Continue.
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The system displays the License agreement Disagree/Agree screen.
4. Click Agree. Important! If the License Agreement is not accepted, the software cannot be installed. The system displays the Select a Destination screen.
5. Select a Destination and click Continue.
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The system displays the Standard Install screen based on the selection chosen in step number 6.
6. Change the installation destination by clicking Change Install Location… or accept the location. 7. Click Install. The system displays the password screen.
8. Enter the Name and Password 9. Click OK.
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The system displays the Installation completed successfully screen.
10.Click Close.
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Configuring the Client on a Mac PC Reservation requires a computer name for every computer it manages.
For Windows, each machine has a name that is already configured by the operating system.
For Mac, you must manually configure a computer name so that the Client will function with PC Reservation.
Important! If you changed the auto-discover port on the Management Service, you will need to alter the settings in the preference file on the Mac computer to support the non-default auto-discover port. In most installations there is no change to this setting. To configure the Client on the Mac, complete the following steps:
1. Go to the … /Library/PC Reservation/config/directory. 2. Open pcrClient.ewp file using a text editor such as TextEdit. The system displays the pcrClient.ewp file.
The pcrClient.ewp file displays default values which can be modified. Appendix B describes the Client preferences, settings and values. Use Appendix B as a guide when configuring the pcrClient.ewp file.
3. Click Save and Close. 4. Restart the Client Service. 5. Open a Terminal Window. 6. Enter sudo launchctl unload /Library/LaunchDaemons /com.envisionware.pcresd.plist.
7. Enter sudo launchctl load /Library/LaunchDaemons /com.envisionware.pcresd.plist. Important! The Client Service must be restarted to reflect the changes.
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Configuring the Computer Name for Mac 1. Go to the …/Library/PCReservation/config/ directory. 2. Open the pcrClient.ewp file for the Macintosh Operating system. 3. Locate the Computer Name preference. 4. Enter the Mac Computer Name.
The Mac Computer Name should be entered in all caps with no spaces. Underscores (_) can be used to replace spaces Note: Each Mac Computer Name must be unique. If the same Mac Computer Name is configured for multiple machines, the system is not configured correctly.
5. Restart the Client Service. 6. Open a Terminal Window. 7. Enter sudo launchctl unload /Library/LaunchDaemons /com.envisionware.pcresd.plist.
8. Enter sudo launchctl load /Library/LaunchDaemons /com.envisionware.pcresd.plist.
Dual Booting a Mac for Mac OS and Windows Support Dual Booting is when one computer is configured to boot into a Windows or Mac Operating system. When a computer is configured to dual boot, the Windows and Mac computer names must match so that PC Reservation can manage the system as a single computer. To configure the Windows and Mac names, complete the following steps:
1. Go to /Library/PCReservation/config/ directory. 2. Open the pcrClient.ewp file for the Macintosh Operating system. 3. Locate the Computer Name preference. 4. Change the value to the Windows Netbios name. Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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Note: The Computer Name preference is only available in the Mac pcrClient.ewp file. The following is an example of the Mac pcrClient.ewp file.
5. Click Save. 6. Restart the Client Service. 7. Open a Terminal Window. 8. Enter sudo launchctl unload /Library/LaunchDaemons /com.envisionware.pcresd.plist.
9. Enter sudo launchctl load /Library/LaunchDaemons /com.envisionware.pcresd.plist.
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Starting the Client on the Mac To open the Client on the Mac, complete the following steps: 1. Double-click the PC Reservation Client Module Icon. —OR— 2. Click Start > All Programs > EnvisionWare. 3. Select PC Reservation > Client Module >PC Reservation Client Module.
Stopping the Client on the Mac The PC Reservation icon can be clicked to initiate the Client closing process. To close the Client, complete the following steps:
1. Press and hold the ctrl key while clicking the PC Reservation icon in the lower left hand corner. The system prompts the administrator/staff to enter a password.
2. Enter the administrator/staff password. 3. Click OK. The system closes the Client and returns to the desktop. However, the Client Service continues to run.
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Chapter 8 – Customizing the V4 Client Main Screen This chapter provides instructions to configure the following information that displays on the V4 Main Screen:
Displaying the Institution’s Logo
Displaying the PC Area Name
Customizing the Top Banner Color of the Client Idle Screen
Customizing the Idle Screen Background Color
Customizing the Idle Screen Image
Customizing the Library News Section of the Client Idle Screen
Adding Multiple News Items
Disabling the Instructions Portal
Disabling the News Feed Portal
Customizing the Client/User Instruction Section
Enabling System Time
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System Locale Setting
Configuring the Welcome Screen
Identifying Welcome Message Screen Characteristics
Ending a Session
Control Menu Combobox
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Displaying the Institution’s Logo The logo can be configured to display the library’s custom logo. To display the library logo, complete the following steps: 1. Open the Management Service Console. 2. Locate the Client: Logo File Path preference. 3. In order to display correctly, the Logo cannot be larger than 400x75. 4. Enter default as text when the logo is not available.
When “default” is entered, the default EnvisionWare Library logo displays and the text at the bottom of the logo is removed.
5. Enter the full path for the logo.
For example…
C:\Program Files \EnvisionWare\PC Reservation \ClientPCRLogo.png.
If this full path is not used, the system continues to use the default logo.
6. Click Submit to save your changes and close the browser. Note: If the Path to the logo or image file is blank, the Main screen displays the EnvisionWare Library logo with System Administrator instructions for displaying the library’s custom logo.
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Displaying the PC Area Name The Client PC Area name displays on the Main Screen as shown below in the upper right pane. In Version 3.x, the display of the area name required customization in the Equipment Record description. In addition, the color coding affected the entire background. In V4, the area name is delivered from the Management Console using the text used to describe the area. The color coding of this section of the screen is delivered from the Management Console ‘PC Area’ color settings. When the PC Area is not configured, “Global” displays by default along with default background and foreground colors—which are configured via the Management Console’s ‘Client Settings’ Tab. The following is an example of the PC Area Name where no PC Area is configured and the ‘Global’ settings are instead pulled down to the PC Reservation Client. The various colors simply represent the ability to configure the Global background:
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To configure a PC Area, refer to the PC Reservation Version 3.x Technical Manual; enabling this feature in V4 is the same for Version 3.x. Once configured, the ‘Area’ configured for use is represented below:
Customizing the Top Banner Color of the Client Idle Screen The ‘Top Banner’ of the Client Idle screen is the white section listing the area name to the right and the library logo to the left (EnvisionWare Library by default). System Administrators can customize this background color to change the overall appearance of the Idle Screen. Note: To facilitate customization of the top banner, the ‘Area’ box located to the far right will no longer reflect curved edges as seen in the screen capture immediately below. It will be represented as a complete rectangle as shown in the following instructions. See the following example of the Top Banner highlighted:
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Complete the following steps to change the background color of the Top Banner:
1. Go to the host computer of the Management Modules (Management Console & Management Service).
2. Locate the Management Service Console shortcut via the desktop. 3. Click to open the Management Service Console. The system displays the user interface.
4. Locate the ‘Client Appearance: Idle Screen Top Banner Color’ preference and click in the text field. ‘FFFFFF’ is the default value which translates to a white background.
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The system displays a color wheel selection tool.
5.
Select the color of choice. The system inserts the hexadecimal (HEX) value of the color into the text field.
6. Scroll down to the bottom of the interface. 7. Click Submit to save your change and commit it to the system. The system accepts the change and immediately displays the color change on all connected PC Reservation Clients.
Note: Restart of the Client Service is not required for the change to appear on the Clients. This change is automatic once the ‘Submit’ button is clicked via the Management Service Console. Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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8. Close the Internet Browser. The system returns to the desktop.
Customizing the Idle Screen Background Color The Idle Screen background color is customizable via the Management Service Console. System Administrators can change the background color to something more suitable for the library. This is easily done using the selection tool provided. Please note that typing the name of a color into the input field does not set that color. The color must be represented by the hexadecimal value or selected from the color wheel.
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See the following example of the background portion of the Idle Screen:
Complete the following steps to customize the Idle Screen background color:
1. Go to the host computer of the Management Modules (Management Console & Management Service).
2. Locate the Management Service Console shortcut via the desktop. 3. Click to open the Management Service Console. The system displays the user interface.
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4. Locate the ‘Client Appearance: Idle Screen Background Color’ preference and click in the text field. ‘010088’ is the default value which translates to the EnvisionWare blue default background color. The system displays a color wheel selection tool.
5.
Select the color of choice for your background. The system inserts the hexadecimal (HEX) value of the color into the text field.
6. Click on ‘Client Appearance: Idle Screen Background Image’.
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When changing the background color from the default setting, you must also remove the default ‘globe’ image. This image is not transparent and therefore any background color changes will not show through the image. If you want to place an image over your newly updated color pallet, you may do so as long as the image is transparent. Otherwise, the background color cannot be seen.
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7. Delete ‘default’ from the text field. This action removes the default ‘globe’ image and leaves room for the new background color to display.
8. Scroll down to the bottom of the interface. 9. Click Submit to save your change and commit it to the system. The system accepts the change and immediately displays the color change on all connected PC Reservation Clients.
Note: Restart of the Client Service is not required for the change to appear on the Clients. This change is automatic once the ‘Submit’ button is clicked via the Management Service Console.
10. Close the Internet Browser. The system returns to the desktop.
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Customizing the Idle Screen Background Image The Idle Screen background image is customizable via the Management Service Console. System Administrators can change the background image to something more suitable for the library. This is easily done by adding the path of the image to the specified preference text field in the Management Service Console. See the following example of the Idle Screen with the default image representing the world globe:
Complete the following steps to customize the Idle Screen background image:
1. Go to the host computer of the Management Modules (Management Console & Management Service).
2. Locate the Management Service Console shortcut via the desktop. 3. Click to open the Management Service Console.
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The system displays the user interface.
4. Locate the ‘Client Appearance: Idle Screen Background Image’ preference and click in the text field, ‘default’ is the default value which displays the Envisionware world globe image. The system places the cursor in the text field preparing for an entry.
5.
Insert the path to your image file.
When this field is left blank, no image displays via the Idle Screen.
When this field has a value of ‘default’, the world globe displays via the Idle Screen.
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A file path may be entered to specify the location of the image.
A URL may be entered to specify the location of the image.
Example: C:\Program Files\EnvisionWare\PC Reservation\Management Service\Image_Name.png
http://somewebsite.com/someimage.jpg
Supported image types and sizes include the following:
Image types, ‘.jpg’, ‘.gif’, ‘.png’, or ‘animated gifs’.
Sizes: The default image is 1280x892. Images smaller or larger than this size are permitted. However, with smaller sizes be advised that the background color will appear. And for larger images, the limitations of the Client screen real estate will affect the extent of the image displayed.
Once the file path is entered and submitted, the Management Service copies the image to the …\Program Files\EnvisionWare\PC Reservation\Management Service\background file path or …\Program Files(x86)\EnvisionWare\PC Reservation\Management Service\background depending on the processor type (32 or 64bit).
6. Scroll down to the bottom of the interface. 7. Click Submit to save your change and commit it to the system.
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The system receives the path and grabs the image copying it to the ‘background’ folder on the Management Service as specified above.
Then the system copies the image to the Client and accepts the change immediately displaying the new image on all connected PC Reservation Clients.
Note: Restart of the Client Service is not required for the change to appear on the Clients. This change is automatic once the ‘Submit’ button is clicked via the Management Service Console.
8. Close the Internet Browser. The system returns to the desktop.
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Customizing the Library News Section of the Client Idle Screen The Library News section, located in the left pane of the Main Screen, is designed to provide users with the latest library news and information. Acting as a billboard, institutions can now communicate with users about upcoming events on each Client’s computer monitor. The following is an example of the Library News section highlighted:
To customize information, complete the following steps: 1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management Service\news_feed directory. The system displays the news_feed directory’s content. 2. Observe the contents of the news_feed folder:
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en.rss = English
en_us.rss = US English
es.rss = Spanish
fr.rss = French
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3. Open the appropriate .rss file for your language, using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad 4. Enter your news item title within the tag. 5. Enter your description within the <description> tag. Note: To add spaces (carriage returns) between the title and description tags, simply press the Enter key.
6. Click Save and Close.
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Adding Multiple News Items Multiple news items can be added to each file by adding and separating the item and the XML description tags. The Library News section automatically expands to accommodate additional news items based on monitor size. To add multiple news items, complete the following steps:
1. Highlight the <item></item> tags to include the content within the tags.
2. Copy and paste the information between the open <item> and closed </item> item tags.
3. Edit the new ‘Title’ and ‘Description’ from the copy/paste just completed to create additional ‘News’ items.
4. Click Save and Close. In an upcoming version of PC Reservation V4, rss feeds will be supported. In addition, configuration of the new files will be administered from the Management Service Console. Note: To hide the Library News section, delete the information in the Item and Description tags.
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Disabling the Instructions Portal The instruction portal can easily be hidden from display by completing a simple configuration. Note: The Instructions and News Feed Portals and the Login window now appear as a distinct rectangle. The rounded corners have been removed to facilitate customization of the idle screen. See the following example of the Idle Screen with the Instructions Portal:
Complete the following steps to Disable the Instructions Portal so that it does not appear via the Client Idle Screen.
1. Go to the host computer of the Management Modules (Management Console & Management Service).
2. Locate the Management Service Console shortcut via the desktop. 3. Click to open the Management Service Console.
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The system displays the user interface.
4. Locate the ‘Client Appearance: Idle Screen Information Portal Hidden’ preference and click in the text field, ‘0’ is the default value which ensures that the Instructions Portal appears via the Idle Screen. The system places the cursor in the text field preparing for an entry.
5. Enter ‘1’ in the text field.
Valid values: 1=Portal Hidden, 0=Portal Displayed
6. Scroll down to the bottom of the interface. 7. Click Submit to save your change and commit it to the system.
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Then the system updates the Client Idle Screen and hides the Instructions Portal
. Note: Restart of the Client Service is not required for the change to appear on the Clients. This change is automatic once the ‘Submit’ button is clicked via the Management Service Console.
8. Close the Internet Browser. The system returns to the desktop.
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Disabling the News Feed Portal The News Feed portal can easily be hidden from display by completing a simple configuration. Note: The Instructions and News Feed Portals and the Login window now appear as a distinct rectangle. The rounded corners have been removed to facilitate customization of the idle screen. See the following example of the Idle Screen with the News Feed Portal:
Complete the following steps to Disable the News Feed Portal so that it does not appear via the Client Idle Screen.
1. Go to the host computer of the Management Modules (Management Console & Management Service).
2. Locate the Management Service Console shortcut via the desktop. 3. Click to open the Management Service Console.
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The system displays the user interface.
4. Locate the ‘Client Appearance: Idle Screen News Feed Portal Hidden’ preference and click in the text field, ‘0’ is the default value which ensures that the Instructions Portal appears via the Idle Screen. The system places the cursor in the text field preparing for an entry.
5. Enter ‘1’ in the text field.
Valid values: 1=Portal Hidden, 0=Portal Displayed
6. Scroll down to the bottom of the interface. 7. Click Submit to save your change and commit it to the system. Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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Then the system updates the Client Idle Screen and hides the News Feed Portal
. Note: Restart of the Client Service is not required for the change to appear on the Clients. This change is automatic once the ‘Submit’ button is clicked via the Management Service Console.
8. Close the Internet Browser. The system returns to the desktop.
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Customizing the Client/User Instruction Section The PC Reservation Client instruction section, located in the right pane of the main screen, is designed to provide custom instructions for each supported language. Information displayed in this section can be modified to reflect specific library policy restrictions and rules. When this information is not configured, default instructions display. The following screen provides a view of the Client Instructions section:
Complete the following steps to modify the ‘Instructions’ section: 1. Go to the computer hosting the Management Service. 2. Navigate to the C:\Program Files\EnvisionWare\PC Reservation \Management Service\translations directory. The system displays the translation directory’s content. 3. Locate the appropriate Client translation (.ets) file for your given language. For example, when using the ‘English’ Client translation, ‘pcrClient_en.ets’ is the file to reference. See the following list for all existing files:
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pcrClient_en.ets – English translations for Client.
pcrClient_en_us.ets – US English translations for Client.
pcrClient_es.ets – Spanish translations for Client.
pcrClient_fr.ets – French translations for Client.
pcrMgmtSvc_en.ets – English translations for Management Service Console.
pcrMgmtSvc_en_us.ets – US English translations for Management Service Console.
pcrMgmtSvc_es.ets – Spanish translations for Management Service Console.
pcrMgmtSvc_fr.ets – French translations for Management Service Console. Note: The PC Reservation Client cannot be configured to limit the languages which will display in the language list. There is only the option to configure a default language and the following option of configuring the Client so that the list of all available languages displays via the interface and allows the user to select the language to be used for translation in the session. Furthermore there is no workaround to accomplish such a configuration. This will only be possible via an enhancement request.
4. Copy and paste the file within the same directory. 5. Rename the file to add the word ‘custom’ in the filename of this newly copied file as in the following example:
pcrClient_en_custom.ets.
6. Open the newly created ‘pcrClient_en_custom.ets’ file using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad 7. Press the Ctrl+F key sequence.
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The system displays the ‘Find’ window. 8. Type login_instructions and click ‘Find Next’. The system takes you to the ‘<name>login_instructions</name>’ tag. 9. Modify the following highlighted values located between the ‘translation’ tags (<translation> </translation>):
10.Save your changes and Close the file. The Management Service restarts automatically and commits your changes. The changes show on the Client directly.
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Enabling System Time The System Time is the reference time PC Reservation uses to make reservations and manage the system. In prior versions, each Client displayed the computer time for the local computer. However, if synchronization was not enabled, users would be confused about the disparity in the PC Reservation time as compared to the time displayed on the Client screen. Because all PC Reservation time is referenced to the Management Console, the system only displays that time on any screen. Complete the following Steps to display the System Time on the V4 Client: 1. Go to the host computer of the Management Modules (Management Console & Management Service). 2. Access the Management Console. 3. Click ‘Preferences’ to access the system settings. The system displays the Management Console Properties.
4. Click the ‘Client Settings’ Tab. 108
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The system displays the system properties available for the PC Reservation Client.
5. Click to select the ‘Show the current time on the Client’s idle screen checkbox.
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The system adds a checkmark to denote selection of this preference and the ‘Apply’ button is enabled.
9. Click ‘OK’ to commit the change to the system. The system closes the Management Console’s ‘Properties’ window.
10. Click the Windows ‘Start’ button from the taskbar. 11. Navigate to All Programs>>EnvisionWare>>PC Reservation and click Management Service.
12. Click ‘Stop’ Management Service to prepare to start the service again. 13. Click ‘Start’ Management Service to allow the above change to get passed down to the PC Reservation V4 Client. The change is committed to the system and passed down to the PC Reservation Client. The system time appears on the Client.
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System Locale Setting The V4 Client supports date formats appropriate to the locale (location) for any country supported by the Operating System. The locale setting is managed centrally and delivered from the Management Console/Management Service host computer. PC Reservation derives its settings from the locale configured via the Windows Control Panel setting.
Configuring the Welcome Message Screen PC Reservation is enhanced to display a Welcome message at the start of a session. This message screen may provide instructions to users about the Control Menu operation and any additional instructions the facility deems necessary. Complete the following steps to disable this feature for either menu type:
1. Go to the host computer of the Management Modules (Management Console & Management Service).
2. Locate the Management Service Console shortcut via the desktop. 3. Click to open the Management Service Console. 4. Locate the ‘Client: Welcome Message Displayed When Session Starts’ preference and change the value to zero (0).
5. Click Submit to save your settings and commit them to the system. The system accepts the change and when future sessions are started the message will not display.
6. Close the Internet Browser. The system returns to the desktop.
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Identifying Welcome Message Screen Characteristics PC Reservation is enhanced to display a Welcome message which provides instructions to users about the new Control Menu operation. The ‘Control Menu’ now has two different views. Both are configurable. The ‘Control Menu’ is enabled by default to display buttons instead of the drop down menu. The following is an example of the Welcome Message screen using the NEW default ‘Control Menu Buttons’ choice:
The following is an example of the Welcome Message screen using the previous default ‘Control Menu Combobox’ drop-down menu choice:
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Complete the following steps to disable this feature for either menu type:
1. Go to the host computer of the Management Modules (Management Console & Management Service).
2. Locate the Management Service Console shortcut via the desktop. 3. Click to open the Management Service Console. 4. Locate the ‘Client: Welcome Message Displayed When Session Starts’ preference and change the value to zero (0).
5. Click Submit to save your settings and commit them to the system. The system accepts the change and when future sessions are started the message will not display.
6. Close the Internet Browser. The system returns to the desktop.
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Ending a Session Similar to PC Reservation Version 3.x, users can end their session at any time. See the following demonstration for ending a session when using the default ‘Control Menu Buttons’ and the optional ‘Control Menu Combobox’. Control Menu Buttons:
1. Click the ‘End Session’ button via the Control Menu. The system displays the option to verify and end session request.
2. Click ‘End Now’ to close the session immediately. The system ends the session, reverts to the ‘PC Reservation’ intro screen and then the PC Reservation Client Main screen.
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Control Menu Combobox:
1. Locate the Control Bar seated to the right and above the Windows Taskbar.
2. Click the arrow from the ‘Combobox’. The system displays the menu options.
3. Select End Session from the Control Menu. The system displays the End Your Session screen.
4. Click End Now to end the session or click No to resume the session. The system ends the session, reverts to the ‘PC Reservation’ intro screen and then the PC Reservation Client Main screen.
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Chapter 9 – Configuring the User’s Experience Numerous improvements have been made to enhance the user’s experience. This chapter provides step-by-step instructions to configure the following:
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Changing the Screen Saver Settings
Configuring the Computer Use Policy
Bypassing the Computer Policy for an ‘On Hold’ Session
Setting the Maximum Hide Interval
Disabling Automatic Extension Message at the Client
Customizing Translation Files
Configuring Supported Languages for the V4 Client
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Changing Screen Saver Settings PC Reservation Version 3.x used a floating icon as a screen saver. Users were unable to determine the current computer status without pressing a key to disable the screen saver. V4 uses the same technology developed for LCD and other HD screens. The entire Main screen slightly shifts in vertical and horizontal directions. Valuable information still remains visible to users passing by PC Reservationmanaged computers. The screen pixels move at regular intervals (seconds). This technology is referred to as pixel shifting. Pixel shifting is performed at the recommended shift setting which is not disruptive to users viewing the Main screen. Default settings provide the optimal configuration but administrators may change these settings as desired. By default, the system is configured to shift the Client screen by four pixels every four seconds. However, this setting can be modified. To modify the pixel shift rate, complete the following steps: 1. Go to the host computer of the Management Console and Management Service 2. Click on the Management Service shortcut located on the desktop, to open the Management Service Console. 3. Locate the Client: Screensaver Pixel Shift' preference and edit the value with the desired choice. The screen image is relocated and shifts based on the number entered. For example, if “10” is entered, the screen images will move by ten pixels every ten seconds. 4. Click Submit to save changes and close the Internet browser.
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Configuring Client Screen Timeout To ensure that users/patrons have adequate time to enter credentials via the Client Login screen, staff may control the screen timeout by configuring a specific value in seconds. See 'Appendix A – Management Service Console Settings' for additional information about this functionality. Complete the following instructions to configure the Client Screen Timeout value for the Login screen:
1. Go to the Management Service/Management Console host computer. 2. Click on the Management Service shortcut located on the desktop, to open the Management Service Console. The system opens the MS configuration interface.
3. Scroll down and locate the Client: Screen Timeout preference.
The default value is 15 seconds, as the measure of time is seconds.
4. Click in the field to enable its editing capability.
5. Change the value as desired. 6. Click Submit. The system saves the configuration changes.
7. Close the Management Service Console. 118
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Configuring the Computer Use Policy The Computer Use Policy is enhanced in V4 to support a unique Use Policy for each language and deliver simple default policy pages which can be served from an embedded web server. After users log into a session, the system displays the Computer Use Policy for the default language or the language selected by the user. From this screen, users can select a different language and the system automatically updates the screen to display the specified language Use Policy. Also, a .html file is created for each language that contains one line of text entitled “Sample Policy”. Note: This enhanced policy is now configured in the Management Service Console and the default language is English. If the policy is not configured, please refer to the PC Reservation 3.5 Technical Manual. Settings originally configured in the Management Console are automatically transferred to the Management Service Console configuration. To configure the Computer Use Policy, complete the following steps:
1. Go to the Management Service/Management Console host computer. 2. Click on the Management Service shortcut located on the desktop, to open the Management Service Console.
3. Locate the Use Policy section. It is the last group of preferences in the Console.
4. Select the appropriate Use Policy languages:
Use Policy: en
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"Use Policy: en_us
"Use Policy: es
"Use Policy: fr
5. Enter the web server path in the appropriate Use Policy field.
For example Use Policy es, would change to
Use Policy: es www.example.com.
6. Click Submit. The system saves the configuration changes.
7. Close the Management Service Console.
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Configuring the Maximum Hide Interval In PC Reservation 3.x, the lock interval was unlimited. A user could lock (Hide) a session and walk away. The computer would remain unavailable until the scheduled end of the session. V4 offers a new preference to limit the amount of time users can hide their sessions. To maintain predictability and ensure that users understand the impact of their hide action, the messages displayed to the user will vary and are dependent on the amount of time remaining. The following is an example of a hide interval screen:
To set the maximum hide interval, complete the following steps:
1. Go to the Management Service/Management Console host computer. 2. Click on the Management Service shortcut located on the desktop, to open the Management Service Console.
3. Locate and modify the Maximum Hide Interval preference. 4. Click Submit to commit your changes to the system. 5. Close the Internet Browser. The system allows users to hide their session based on the configuration the staff/administrator entered.
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Disabling the Automatic Extension Message at the Client In Version 3.x, when automatic time extension was enabled, a message displayed indicating the extension time. Several libraries asked for more control over the display of this message. PC Reservation can now disable the Client Automatic Extension message. To disable the automatic extension message, complete the following steps:
1. Go to the Management Service/Management Console host computer. 2. Click on the Management Service shortcut located on the desktop, to open the Management Service Console.
3. Locate the Client: Automatic time extension notification Displayed preference and change the value to 1.
4. Click Submit to commit your changes to the system. 5. Close the Internet Browser. The system disables the Automatic Time Extension Notification message.
Customizing Translation Files PC Reservation provides a tiered translation file structure. The system is delivered with a set of default language files that should never be altered by a user. These files are updated with each new release. For customization of any language, including the default, System Administrators must create a custom translation (.ets) file that contains only that text you wish to customize. At Startup of the Client and Management Service, PC Reservation looks first for a ‘custom’ (.ets) file in the ‘Translation’ directory. If there is none, the system uses standard text from the default language files. You should place only the portion of text you wish to customize in the custom files as described below. However, you may still simply copy the existing default file, rename, and insert your custom text.
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In Version 3.x, text customizations were client-based. The file in each public computer had to be edited or copied. In V4, all text management is centralized. Managing translations is performed at the V4 Management Service. Note: With this release, Portuguese translations are not available. However, full translations will be available with a later release. Complete the following steps to customize text in the translation (.ets) files:
1. Go to the computer hosting the Management Service. 2. Navigate to the C:\Program Files\EnvisionWare\PC Reservation \Management Service\translations directory.
3. Locate the appropriate Client (.ets) file for your given language. For example, when using the ‘English’ Client translation, ‘pcrClient_en.ets’ is the file to reference. See the following list for all existing files:
pcrClient_en.ets – English translations for Client.
pcrClient_en_us.ets – US English translations for Client.
pcrClient_es.ets – Spanish translations for Client.
pcrClient_fr.ets – French translations for Client.
pcrMgmtSvc_en.ets – English translations for Management Service Console.
pcrMgmtSvc_en_us.ets – US English translations for Management Service Console.
pcrMgmtSvc_es.ets – Spanish translations for Management Service Console.
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pcrMgmtSvc_fr.ets – French translations for Management Service Console. Note: The PC Reservation Client cannot be configured to limit the languages which will display in the language list. There is only the option to configure a default language and the following option of configuring the Client so that the list of all available languages displays via the interface and allows the user to select the language to be used for translation in the session. Furthermore there is no workaround to accomplish such a configuration. This will only be possible via an enhancement request.
4. Copy and paste the file within the same directory. 5. Rename the file to add the word ‘custom’ in the filename of this newly copied file as in the following example:
pcrClient_en_custom.ets.
6. Open the newly created ‘pcrClient_en_custom.ets’ file using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad
7. Customize the existing text as applicable. Important! Text enclosed within ‘translation’ tags (<translation> </translation>) is the text which should be altered when customizing certain aspects of the file.
8. Save your changes and Close the file. 9. Complete the following to restart the Management Service:
Click the Start button from the taskbar. The system displays the Windows Start Menu.
Select the Control Panel option from the menu.
Locate and double-click Administrative Tools. The system displays the Administrative Tools expanded Menu.
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Locate and double-click the Services icon.
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The system opens the Windows Services manager.
Locate and click the EnvisionWare PCR Management Service option.
Click the Restart option. The system restarts the service and displays the following Service Control Screen.
10. Close the Windows Services window. The system returns to the desktop. Changes will appear on the Client once the MS has completely reinitialized.
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Configuring Dynamic Windows Profile Manager for Valid and Guest Users This feature simply allows system Administrators the ability to manage profiles created for various user types via PC Reservation’s ‘Manage Windows Profiles’ wizard located within the ‘Add User Validation Rule’ wizard. When this functionality is configured, users which are associated to a certain Windows profile because of guest usage or rules that map a profile to a patron type for example, allows for a different desktop experience. This simply means that if the user is a child, their associated profile is indicative of children games and applications and perhaps no internet access or restricted internet access. Complete the following instructions to configure the V4 Client for Dynamic Windows Profile Mode:
1. Go to the host computer of the Management Modules (Management Console & Management Service).
2. Locate the Management Service Console shortcut via the desktop. 3. Click to open the Management Service Console. The system displays the user interface.
4. Locate the ‘Client: Dynamic Windows Profile Mode’ preference and click in the text field, ‘0’ is the default value. 126
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The system displays the preference default value.
5. Change the value to ‘1’ to enable this feature for the PC Reservation V4 Client.
Valid values: 1=Enabled, 0=Disabled
6. Scroll down to the bottom of the interface. 7. Click Submit to save your change and commit it to the system. The system enables Dynamic Windows Profile Mode on all PC Reservation Clients. See the following sections in the 3x version PC Reservation Technical Manual for more information including configuration at the Management Console:
Dynamic Profile Switching Operational Steps for Valid Card Holders
Configuring Dynamic Windows Profile Manager for Library Card Holders
Management Console Configuration Steps
Configuring Dynamic Windows Profile Manager for Guest Users
Management Console Configuration Steps
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Configuring the Default Language for the V4 Client PC Reservation V4 Client default language configurations are available via the Management Service. Default language changes made via the Management Service Console are instantly committed to the system without a required restart of the Management Service. The language change appears at the PC Reservation Client in a matter of seconds. Complete the following instructions to change the default language displayed on the V4 Client:
1. Go to the host computer of the 3x Management Console and the 4x Management Service.
2. Locate the ‘PC Reservation® Management Service Console’ shortcut on your desktop or via the EnvisionWare program group.
3. Click the ‘PC Reservation® Management Service Console’ shortcut to open the configuration browser. The system displays the PC Reservation Management Service Console.
4. Locate the 'Client: Default Language' preference.
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5. Change the value to one of the following highlighted options:
en_us (US English)
en (English)
es (Spanish)
fr (French)
6. Click the 'Submit' button or press 'Enter' on your keyboard to save your changes. The system automatically commits the changes to the system without a manual restart of the Management Service. Changes are displayed on V4 Clients directly.
7. Close the Management Service Console. The system returns to the desktop.
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Chapter 11 – Configuring Login Features Many changes have been made to enhance the user’s session once they login. This chapter provides instructions to configure the following information:
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Configuring the System to Login with Operating System Credentials
Configuring the System to Login with Novell Credentials
Logging in with Various User ID and PIN Credential Options
Logging in with a Specific Prefix
Logging in as a Guest and Using the Specified User Prefix
Tracking Usage Information by Sessions or Minutes
Viewing the Control Menu
Identifying the Various Control Menu Locations
Configure to Enable Language Changes at the Client
Ending a Session
Hiding a Session
Trading a Reservation
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Integrating JAWS Screen Reading Software The PC Reservation V4 Client and Management Service are now compatible with JAWS (Job Access with Speech) screen reading software. This software reads aloud what is on your PC Reservation Client computer screen. It is a ‘blindness’ product that allows the blind or visually impaired to interact with the PC Reservation Client when logging into a session and while logged into the session. Therefore, when the facility has JAWS installed on its computers and also has the PC Reservation Client installed and running on the same host computer each screen is read to the PC Reservation user through the JAWS functionality.
Recommended Configurations Complete the following recommended steps when using the JAWS software with PC Reservation. Note: Not following these provisions may result in the JAWS software not working as expected with PC Reservation:
1. Complete the following steps to configure a Management Service option:
Go to the host computer of the Management Modules (Management Console & Management Service).
Locate the Management Service Console shortcut via the desktop.
Click to open the Management Service Console.
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The system displays the user interface.
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Scroll down and locate the ‘Client: Screen Timeout’ preference.
Click in the field to enable its editing capability.
Set the preference value to at least 30 seconds. This allows the JAWS software enough time to read aloud the PC Reservation Login screen content to the user before the screen times out and reverts back to the ‘Available’ or ‘Reserved’ screen.
Click Submit.
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The system saves the configuration changes.
Close the Management Service Console.
2. Complete the following steps to edit the Use Policy title and content (if needed):
Navigate to the …\Program Files\EnvisionWare\PC Reservation \Management Service\html\use_policy directory.
Complete the following steps to edit all applicable user policy files:
Right click on the user policy translation file used in your facility and select the ‘Open With’ option. The system lists program options from which to choose.
Edit the file to ensure that the title and content reflect a clear understanding of what you want the JAWS user to hear and other users to see when the policy is presented via the PC Reservation Client.
Save your changes and close the file. Proceed with the next file and repeat the same editing steps if you are providing multiple translations for the Use Policy.
3. See the following information about Virtual PC Cursor Mode:
Virtual PC Cursor Mode must be ‘Off’ for the PC Reservation screens to be read properly. This mode is automatically is disabled for you when PC Reservation is running on a host computer also running the JAWS software.
Once the user requiring the assistance of JAWS logs into a PC Reservation Client session, that user can enable the Virtual PC Cursor Mode by pressing the ‘Insert + Z’ key sequence.
Note: Virtual PC Cursor Mode is only used by JAWS. When using JAWS, Virtual PC Cursor Mode needs to be on in web browsers because it allows the user to move easily through the browser. It also allows them to use special keys to navigate directly to headers, or links, etc., so the user does not have to listen to JAWS read the whole web page.
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Note: If the user clicks on the PC Reservation ‘Control Menu’, this action disables the ‘Virtual PC Cursor Mode’. Therefore, if the user needed to access a browser, he or she must initiate the key sequence again to navigate smoothly through the browser.
Important! The key sequence ‘Insert + z’ only works the first time the PC Reservation Client is run after a reboot. Therefore, if the PC Reservation Client is closed for some reason, the computer must be rebooted to ensure the key sequence works as expected when JAWS is running.
4. Configuration and preparation are complete and the PC Reservation Client is prepared to integrate successfully with the JAWS software.
Integrating PC Reservation with LPT:One PC Reservation with LPT: One work seamlessly to enhance the user’s experience and simplify the use of both products by integrating common login information. The Management Service Console stores the Network: User Credentials port preference. This preference is automatically populated with the port 4567, where the credentials are passed.
Configuring the System to Login with Operating System Credentials PC Reservation V4 supports the use of operating system credentials to start a session. When this option is configured, users that have made a reservation can log into the operating system and bypass the PC Reservation login screen. The feature allows educational institutions that create student and faculty login credentials, to use and manage sessions with a single login. To configure this feature, complete the following steps: 1. Ensure that the Version 3.x Management Console is configured to support login with USER ID only. This setting is configured in the Management Console’s Appearance Tab. For more information, refer to the Version 3.5 Technical Manual.
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IMPORTANT! When the OS Login Credentials is configured, the system must be configured for USER ID Only. PIN Number Only must be disabled. The system is not configured properly when PIN Number Only is enabled with OS Login Credentials. 1. Go to the host computer of the 3x Management Console and the 4x Management Service. 2. Click the ‘PC Reservation® Management Service Console’ shortcut to open the configuration browser. 3. Locate the ‘Client Session Starts Using OS Login Credentials’ preference and enter the value 1. 4. Click Submit to commit the changes to the system. 5. Close the Internet Browser.
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Configuring the System to Login with Novell Credentials The Novell Environment used for testing is as follows:
Server OS: Netware 6.5 SP7
Database Version: eDirectory 8.7.3.8
The tested Client Version is Version 4.91 Service Pack 5 For Windows XP
Configuring the System to Allow User ID Prefixes PC Reservation allows staff to configure the V4 Client to require a specific prefix to be entered in the User ID field. One reason to use this feature includes card numbers that all begin with the same value. Whether this value is Alphanumeric such is ‘PCRES’ or Numeric such as ‘40011’, whatever the value, when configured PC Reservation automatically populates the User ID entry with this value. Configuring this feature requires changes in the Management Service Console and Management Console. Additionally, any prefixes created much match what is recorded in the ILS for User IDs. If using Authentication and Accounting Module (AAM), it should be updated to reflect users in the ILS as well—unless the Auto-Update feature is enabled to create and add new users of the system to the AAM database automatically. Complete the following steps to configure User ID Prefixes:
1. Go to the host computer of the 3x Management Console and the 4x Management Service.
2. Click the ‘PC Reservation® Management Service Console’ shortcut to open the configuration browser. The system opens the Web interface of the Management Service’s configuration tool.
3. Scroll to locate the ‘Client: User ID Prefix Populated Automatically in the User ID Field’ preference.
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The system displays the preference.
4. Enter the value of ‘1’ in this preference to enable this feature. The system changes the default value from ‘0’ to ‘1’.
5. Click Submit to commit the changes to the system. The system saves the configuration changes.
6. Close the browser. 7. Access the Management Console’s interface. 8. Click ‘Preferences’. The system displays the Management Console’s Properties menu.
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5. Click the ‘Guest Management’ Tab. The system displays the configuration options for Guests
9.
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Select to ‘Allow Guest Users’.
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The system inserts a checkmark in this checkbox and enables the page to allow configuration for all other settings.
10. Complete the remaining of configurations to adopt the behavior desired for the Guest User experience. Click ‘Apply’ when finished configuring the ‘Guest Management’ tab. The system accepts the values entered and commits them to the PC Reservation Management Console system.
11. Navigate to the ‘Appearance’ tab.
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The system displays the system properties available via the ‘Appearance’ tab.
12. Locate and enter a value in the User ID Prefix field. Continue configuring the remaining fields as applicable to your system policy.
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The system displays the selected configuration.
6. Click ‘Apply’ to commit the changes to the system. Click ‘OK’ to close out of Properties. Otherwise, you may continue to enable other preferences. The system closes out of the Management Console’s Properties section.
7. Navigate to All Programs>>EnvisionWare>>PC Reservation and click Management Service.
8. Click ‘Stop’ Management Service to prepare to start the service again. 9. Click ‘Start’ Management Service to allow the above change to get passed down to the PC Reservation V4 Client.
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The system commits the change to the management system and passes it down to the PC Reservation Client. The unmasked prefix appears via the user/patron login window.
The masked prefix appears—when configured— via the user/patron login window.
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Configuring the System for Stand-Alone User Credentials Stand-Alone user credentials (acctname/pinnumber) are configurable via the Management Console. These credentials are used when the PC Reservation Client loses connection with the Management Service. Once the PC Reservation Client loses connection for whatever the reason with the Management Service, it assumes the ‘Stand-Alone Mode’ configuration. The PC Reservation Client operates in this mode when ‘Stand-Alone’ user credentials are entered via the Client login screen. Staff members will provide users with these credentials so they can access the computer despite the disconnect with the Management Service. By default, the PC Reservation Client defers to its default settings and continue to provide session limits and time warnings. Users which are actively signed in to a session are not affected by the communications downtime. Their session continues successfully. The PC Reservation Client reverts back to its normal mode once communications are reestablished between it and the Management Service. Complete the following steps to configure Stand-Alone user credentials:
1. Click ‘Preferences’ from the Management Console user interface. The system displays Management Console preferences.
2. Click the ‘Security’ tab. The system displays the configuration options for security.
3. Go to the ‘Stand-Alone User Account Information’ section at the bottom of the display.
4. Complete the following options:
Account Name: Allows configuration of a non-default Account Name. Default value is USER.
PIN Number: Allows configuration of a non-default PIN Number. Default value is 1234.
5. Click ‘Apply’ to save your settings and click ‘OK’ to close system preferences. Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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Tracking Usage Information by Sessions or Minutes Similar to the 3.x Client, the V4 Client tracks usage information by sessions or minutes when configured in the Management Console. However, the V4 Client is enhanced to display detailed usage information when users log in.
Configure Session/Minute Tracking Session/Minute specifies the total number of sessions or total amount of time library card holders and guest users are allotted per day to use a computer. This allows you to give guests a different amount of usage time per day than regular library cardholders. Session tracking may allow 2 sessions daily at 60 minutes a piece (based upon policy decision makers). When session tracking, once a user closes out of a session, any remaining time on that session is no longer available. Minute tracking may allow120 minutes daily (based upon policy decision makers). Patrons may login via a PC Reservation Client to use their time. If the user logs out before using all of their daily allotted time, the remaining time is not forfeited. It can be used at another time in the same day. However, time resets daily. Complete the following instructions to configure the reservation system for Session or Minute tracking.
1. Click ‘Preferences’ from the Management Console user interface. The system displays Management Console preferences.
2. Click the ‘User Validation’ tab. The system displays the configuration options for user validation.
3. Check ‘Require a Valid User ID to make a Reservation’. The system enables the entire User Validation tab in preparation for configuration.
4. Check ‘Limit PC user per Day’ The system enables the ‘Track’ settings for the reservation system.
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5. Choose one of the following options and their associated settings:
Sessions: Determines how the system tracks usage.
Maximum PC uses per User per Day: Allows selection of the number of sessions per day.
Ignore No Shows: Select to ensure a no show will not count against the maximum uses per day. Otherwise, a no show is counted as if the session was used.
Minutes: Determines how the system tracks usage.
Maximum Minutes per User per Day: Allows selection of the total number of minutes a user can have available to access computers.
No Shows: This drop-down menu provides three choices for how users should be penalized when they fail to sign into reserved sessions. These settings can only be used under the Minute-Based Model.
o
Count Full Session: The full session amount is deducted from the user’s available time for the day.
o
Count Grace Period: Only the grace period is deducted from the user’s available time for the day.
o
Do Not Count: The user will not be penalized at all for the no show.
6. Complete all remaining configuration options as desired to further customize the control of computer management.
7. Click ‘Apply’ to save your settings and click ‘OK’ to close system preferences. The system returns to the Management Console UI. Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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Viewing the Control Menu The Control Menu has been redesigned to use less space on the desktop and provide a more visual indication of time remaining in the session. When a user begins a session, the Control Menu displays by default (in the corner of the screen nearest the system clock) however the user can move the Control Menu to any location on the screen and staff can configure the system so that the Control Menu appears at a new default location. The Control Menu displays the number of minutes remaining in the user’s session. The following is an example of the Control Menu:
Staff can configure the system so that the Control Menu is located in an alternate location from the default. Users can also perform the following functions with the Control Menu:
Change the Language – Users can dynamically change their session language at any time. Hide the Session – Similar to locking a session in Version 3.x, users can hide their session when they are away from their computer. End the Session – Users can end their session at any time. Note: The Control Menu and all messages display in front when a full screen video is operating.
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Identifying the Various Control Menu Locations The Control Menu can be set for various supported positions via the screen display. Configuration is done via the Management Service Console using the ‘Client: Control Menu Location’ preference setting. The following represents locations from a Windows computer. When using a Mac, there is a slight variation to positioning. See Appendix A – Management Service Console Settings for more information about this feature. Bottom Right Values 0 and 7 produce this positioning.
Bottom Center Value 6 produces this positioning.
Bottom Left Values 1 & 5 produce this positioning.
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Top Left Value 2 produces this positioning.
Top Center Value 3 produces this positioning.
Top Right Value 4 produces this positioning.
Configuring to Enable Language Changes at the Client With Version 3.x, the language could be changed only at the start of a session. If a user had a question about a function, staff would need to understand the user’s chosen language translation from the Client interface. In V4, the language can be changed at any time and switched to various languages as applicable. Note: The PC Reservation Client cannot be configured to limit the languages which will display in the language list. There is only the option to configure a default language and the following option of configuring the Client so that the list of all available languages displays via the interface and allows the user to select the language to be used for translation in the session. Furthermore there is no workaround to accomplish such a configuration. This will only be possible via an enhancement request.
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Complete the following steps to configure your PC Reservation Client so that it provides the option to select and change the language option during a session:
1. Go to the computer hosting the Management Console. 2. Click the ‘Preferences’ button from the Management Console’s user interface. The system displays the Management Console Properties.
3. Click the ‘Appearance’ Tab. The system displays all properties for this page.
4. Checkmark ‘Allow users to change the language’ option.
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The chosen option is highlighted.
5. Click ‘OK’ to save changes and exit the properties. 6. Complete the following to restart the Management Service:
Click the Start button from the taskbar. The system displays the Windows Start Menu.
Select the Control Panel option from the menu.
Locate and double-click Administrative Tools. The system displays the Administrative Tools expanded Menu.
Locate and double-click the Services icon. The system opens the Windows Services manager.
Locate and click the EnvisionWare PCR Management Service option.
Click the Restart option. The system restarts the service and displays the following Service Control Screen.
7. Close the Windows Services window. The system returns to the desktop. Changes will appear on the Client once the MS has completely reinitialized.
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8. Verify your configuration by completing the following steps:
Go to a PC Reservation V4 Client and view the login screen.
The system displays a language button on the login screen. The user can choose from here what language they require.
Click the Language (configured languages scroll through via the button display) button. The system displays the supported languages.
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Log into a session. The system displays the System Policy page (exists when configured) and a button to ‘Continue’ and a button to choose your language.
Click the ‘Continue’ button to log into the session and observe another point at which language can be changed. The system displays the ‘Control Menu Buttons’.
Click the ‘Other Options’ button. The system displays the additional options.
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Click the ‘Change Language’ item from the menu.
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The system displays the language options.
Select the language of choice by clicking on the desired link The system displays the translated form of the Menu Bar buttons, as well as any data displayed via a PC Reservation Client interface. Note: The languages displayed above are controlled by the Management Service Console setting described later in the manual.
Configuring to Hide a Session Hiding a session in PC Reservation version 4, is similar to PCRes Version 3.x functionality which is referred to as “locked” sessions. The name was changed to more accurately reflect the behavior based on feedback from the user community. This functionality is only available when the Allow Users to Lock Session setting is enabled via Management Console Preferences. See the following demonstration for Hiding a Session when using the default ‘Control Menu Buttons’ and the optional ‘Control Menu Combobox’. Control Menu Buttons:
1. Click the ‘Other Options’ button from the Control Menu seated to the right and above the Windows Taskbar. Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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The system displays the options available for this task.
2. Click the ‘Hide Screen’ icon. The system displays the user interface that allows the user to create a password for hiding the screen.
3. Read the information provided and enter your unique and arbitrary password value.
4. Click the ‘Hide My Screen’ button to execute your request.
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The system reverts to the PC Reservation intro screen and then displays the PC Reservation Client Main screen depicting the Client’s status.
5. Resume your session by following the instructions on the screen. Control Menu Combobox:
1. Locate the Control Bar seated to the right and above the Windows Taskbar.
2. Click the arrow from the ‘Combobox’.
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The system displays the menu options.
3. Select ‘Hide My Screen’ from the Control Menu. The system displays the user interface that allows the user to create a password for hiding the screen.
4. Read the information provided and enter your unique and arbitrary password value.
5. Click the ‘Hide My Screen’ button to execute your request.
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The system reverts to the PC Reservation intro screen and then displays the PC Reservation Client Main screen depicting the Client’s status.
Note: In Version 3.x, the default message was “LOCKED”. Text is improved to accurately reflect the status.
6. Follow the instructions provided via the screen to resume your session. Click the screen or move the mouse.
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The system displays the resume session interface.
7. Enter the password used to hide the screen. 8. Click the Resume Session button. The system displays the Resume Session screen showing the remaining session minutes.
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9. Click OK to close the message. The system displays the Resume Session screen.
10. Enter the password used to hide the screen. 11. Click the Resume Session button.
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The system displays the Resume Session screen showing the remaining session minutes.
12. Click OK to close the message. Identifying Reservation Trades The function to trade a reservation has been a valuable and a unique component of PC Reservation since Version 2. Many customers have indicated that the trade screen in Version 3.x was confusing and that users often did not understand the impact of a trade. The impact of a trade affects current and future system use for the day. In V4, the workflow and amount of detail has been enhanced both to educate users about the trade action and to protect against an unexpected outcome. The trade function inspired new technology for PC Reservation V4 that permits in-line variables in text. Version 3.x required a label followed by a value like: Amount of minutes left: 4 In V4 the information can be written as: There are 4 minutes remaining. The Trade menu offers more detailed information about the trade action and the impact to the remaining options for the day.
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To eliminate confusion, a new Confirmation Screen has been added to provide the option to continue or go back to the Trade Menu In addition to enhanced layout and text handling, additional information has been added to the system so that the exact details including the later computer name/description can be displayed. Note: As with prior versions, all text for all languages may be customized by the system administrator. The following is an example of the Trade Dialog screen:
The following screens display based on the user’s action to accept or decline the trade. With each screen, users have the option to return to the previous screen.
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Chapter 11 – Configuring Staff Functions This chapter details V4 Configurations that staff will use to configure the system. The topics are:
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Logging in as a Super User
Closing a Super User Session
Stopping the Client using the PC Reservation Icon
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Logging in as a Super User Super Users can log into a session without a reservation, time limit or any restrictions that are typically applied to a session. Customers familiar with Version 3.x know that the Super User account allows staff or administrators to instantly take immediate and unlimited control of any computer at any time. To log in as a Super User, complete the following steps:
1. Press and hold the ctrl key while clicking the PC Reservation icon in the lower left hand corner.
2. This functionality is similar to Version 3.x however; the location of the logo has changed between generations. The system prompts the user to enter a password.
3. Enter the Administrator/Staff Password. The system displays the Staff Mode screen.
The system displays the following options: Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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Close Client : Closes the Client
Log In as Super User: Logs the staff user in with administrative access to the computer and indefinite time on the computer.
Cancel: Cancels and redirects the user back to the idle screen.
4. Click Log In as Super User. The system exposes the desktop and displays notification that the staff member is signed in as a Super User.
5. Click OK to close the message window. The system removes the message window and returns to the default Control Menu seated to the right of the Task Bar.
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Closing a Super User Session Closing a Super User session is the same as closing a standard user session. To close a Super User session, complete the following steps:
1. Click the ‘Other Options’ menu button. The system displays the list of available options.
2. Select End Session.
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The system displays the End Your Session screen
3. Click End Now. The system closes the Super User session and reverts back to the PC Reservation Main Screen.
Stopping the Client with the PC Reservation Icon The PC Reservation icon can be clicked to display the staff menu. To close the Client, complete the following steps:
1. Press and hold the CTRL key while clicking the PC Reservation icon in the lower left hand corner.
The system prompts the administrator/staff to enter their password.
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2. Enter the administrator/staff password. 3. Click OK to confirm your entry. The system displays the options to close the client.
4. Select Close Client. The PC Reservation Client shuts down and returns you to the desktop.
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Chapter 12 – Configuring Filtering Option for V4 In Version 3.x, the filtering option controlled only Internet Explorer browsers. With V4, ties to specific browsers have been eliminated and the system is architected to support all standards-based browsers including Internet Explorer, Public Web Browser, Firefox, Safari, Opera, and others. The only technical requirement is that the browser must support the WPAD, Web Proxy Auto-Discover Protocol.
Enabling Profile-Based Filtering PC Reservation supports profile-based filtering. As with Version 3.x, libraries using third-party filtering solutions that supports RADIUS control packets will be able to control internet access. Configure this feature by, following the same steps as configuring the Version 3.x Client. Refer to the PC Reservation 3.5 Technical Manual for more info.
Proxy-Based Filtering for Clients on a Different Subnet Staff can configure V4 Clients operating within a subnet, VLAN or similar networking environments to support proxy-based filtering. Because the WPAD Protocol requires unique IP addresses for each Client to filter a session, Clients running in this type of environment cannot utilize the WPAD Protocol. As a result, the proxy-based filtering protocol used with Version 3.x must be configured to support these Clients. The new preference, Dynamic Filtering Proxy: Use Version 3.x Filtering Protocol (applies only to Internet Explorer), has been created to support this environment. PCR3x Protocol is improved with the V4 Client if the user declines the Use Policy and system is configured to deny internet, access is declined. Version 3.x would display a 404 Error screen within the browser. However, with V4 the system displays a message informing the user that internet access is denied. Note: This message is always displayed in the default language. Configurations must be enabled in the Management Service Console and Management Service.
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To configure Proxy-Based filtering for Clients operating within a subnet, VLAN or similar networking environments, complete the following steps:
1. Open the Management Service Console. 2. Locate the Dynamic Filtering Proxy: Use Version 3.x Filtering Protocol (applies only to Internet Explorer) preference.
3. Change the value to 1 to enable the preference. 4. Click Submit. 5. Close the Browser. 6. Open the Management Console. 7. Click the Dynamic Filtering Tab. 8. Check the Enable Dynamic Filtering Control check box. 9. Enter the IP Address of the Filtering Appliance in the IP Address of the Filtering Appliance field.
10. Enter the Port in the Port field. 11. Click Apply. 12. Click OK. Proxy-Based Filtering for Clients using Terminal Services The new Dynamic Filtering Proxy: Use Version 3.x Filtering Protocol (applies only to Internet Explorer) preference value is ignored for Clients using Terminal Services because the V4 system automatically detects the use of Terminal Services and automatically uses the 3.x protocol. Configurations are enabled in the Management Console only. To configure Proxy-Based filtering for Library sites using Terminal Services, complete the following steps:
1. Open the Management Console.
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2. Click the Dynamic Filtering Tab. 3. Check the Enable Dynamic Filtering Control check box. 4. Enter the IP Address of the Filtering Appliance in the IP Address of the Filtering Appliance field.
5. Enter the Port in the Port field. 6. Click Apply. 7. Click OK. Clients on the Same Subnet Configuration Clients operating on the same Subnet, using Chrome or Internet Explorer can continue to configure the system for WPAD outlined in the WPAD section of this chapter. OR Simply enable the Dynamic Filtering preference by completing the following steps:
1. Open the Management Service Console. 2. Locate the Dynamic Filtering Proxy: Use Version 3.x Filtering Protocol (applies only to Internet Explorer) preference.
3. Change the value to 1, this enables the preference. 4. Click Submit. 5. Close the Browser. 6. Open the Management Console. 7. Click the Dynamic Filtering Tab. 8. Check the Enable Dynamic Filtering Control check box.
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9. Enter the IP Address of the Filtering Appliance in the IP Address of the Filtering Appliance field.
10. Enter the Port in the Port field 11. Click Apply. 12. Click OK. Clients using FireFox, Opera or any other Web Browser Library sites using FireFox , Opera or any other web browser must configure and use the WPAD files located in C:\Program Files\EnvisionWare\PC Reservation\Management Service\server_views for Proxy-based filtering. For further information, refer to Chapter 11 in the PC Reservation 4.0 Administrator Manual.
Enabling Proxy-Based Internet Filtering Using WPAD V4 supports proxy-based filtering using Web Proxy Auto-Discover Protocol (WPAD). The Web Proxy Auto-Discovery Protocol (WPAD) is used to locate a URL of a configuration file using DHCP and/or DNS discovery methods. Proxy-based filtering now offers the following three choices:
Filtered
Non-filtered
Default
WPAD Overview There are two ways to implement WPAD settings, modifying your DNS or automatically updating local host files. The preferred method requires a change to your DNS server settings to create an entry.
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Modifying the DNS To fully complete Proxy based configuration, the DNS must be modified. To modify the DNS, Add WPAD (customer network name) as a new host in DNS pointing to the IP Address of the Management Service. If you are unable to modify your local DNS server, a Management Service features can distribute a Local Host File to each public computer. This overcomes limitations for customers that have no control over their DNS server.
WPAD File Descriptions The following wpad files are located in the C:\Program Files \EnvisionWare\PC Reservation\Management Service\server_views directory.
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Wpad_default.dat file restrict users from accessing the Internet outside of a session. This file does not need to be modified.
Wpad_filtered.dat file allows users to access the Internet with restrictions. Modifications are required.
Wpad_no_internet.dat file is designed to restrict users from accessing the Internet. Modifications are required.
Wpad_unfiltered.dat file allows users to access the Internet without restrictions. Modifications are required.
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WPAD File Configurations for wpad_no_internet.dat file To configure this feature, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management Service\server_views directory.
2. Open the wpad_no_internet.dat file using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad. The system displays the wpad_no_internet.dat file screen.
3. Enter the Management Service IP Address and Port.
The word “PROXY” should remain within the file. The Management Service IP Address and Port information must be entered after ”PROXY” for example, PROXY 10.0.0.1:80.
4. Click save and close the file.
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WPAD File Configurations for wpad_filtered.dat file To configure this feature, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management Service\server_views directory.
2. Open the wpad_filtered.dat file using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad.. The system displays the wpad_filtered.dat file screen.
3. Enter the Proxy Address and Proxy Port.
For example, 10.0.0.1:80
4. Click save and close the file.
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WPAD File Configurations for wpad_unfiltered.dat file To configure this feature, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management Service\server_views directory.
2. Open the wpad_unfiltered.dat file using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad. The system displays the wpad_unfiltered.dat file screen.
3. Enter the Proxy Address and Proxy Port. 4. Click save and close the file.
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Updating Local Host File The Management Service must be configured to support WPAD settings regardless of whether the institution uses DNS changes or Local Host file delivery. To configure the Management Service to support WPAD settings, complete the following steps:
1. Open the Management Service Console. 2. Open the pcrServer.ewp using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad.
3. Locate the Dynamic Filtering Proxy: Automatic Hosts File Update with WPAD preference.
4. Change the value to one (1). 5. Click Submit and close the browser. 6. Restart the Management Service. Internet Browser Configurations All browsers enabled on your public computers must be configured to use Automatic Proxy configurations. For instructions to configure the Automatic Proxy configurations, refer to the information provided by each Internet browser publisher. The options in this section will be managed via the Management Service Console in a future release.
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Chapter 13 – Uninstalling PC Reservation V4 All V4 components are installed with an uninstall utility that allows you to remove all traces of the component through Start Menu shortcuts, Windows Control Panel, or directly from within the installation directory. Note: During an uninstall of the Client for Windows, Firewall exceptions created for the Client and EnvsionWare System Monitor are removed. All related services, shortcuts, and registry keys are deleted from the computer. However, the C:\...\EnvisionWare\PC Reservation\... directory is not deleted when a component is uninstalled to preserve any PC Reservation components that remain on the computer. This directory can be manually deleted if all components are removed. See the following instructions to uninstall LPT:One components:
Uninstalling V4 Components from the Program Menu PC Reservation V4 components can be uninstalled from shortcuts created in the program group. Following are instructions for uninstalling using shortcuts:
5. Click Start from the Windows Taskbar. The system displays the Windows ‘Start Menu’.
6. Select All Programs from the Windows ‘Start Menu’. The system displays the menu options.
7. Navigate to EnvisionWare’s PC Reservation program group and select the uninstall utility for the PC Reservation component you are removing from the computer. The system displays the PC Reservation Uninstall screen.
8. Click Uninstall to continue. Wait while the component is uninstalled. The system displays a progress bar and then, shows that Uninstallation is complete.
9. Click Close to exit the uninstall utility. The system returns to the desktop.
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Uninstalling LPT:One Components from Add/Remove Programs PC Reservation components can be uninstalled from within the Windows Control Panel. Following are instructions for uninstalling using the Control Panel:
1. Access the Windows Control Panel and select Add or Remove Programs The system displays the Add or Remove Programs screen.
2. Select the PC Reservation component you wish to uninstall from the computer and click Remove to launch the uninstall package. The system displays the Uninstall screen.
3. Click Uninstall to continue removing the module. The system displays the Uninstallation Complete screen.
4. Click Close to exit the uninstall utility. The system takes you back to the desktop.
Uninstalling EnvisionWare System Monitor (ESM) for the Mac IMPORTANT! Uninstalling System Monitor may result in other EnvisionWare products failing to run correctly. EnvisionWare recommends only uninstalling System Monitor if you are uninstalling all other EnvisionWare Products as well. Complete the following steps to uninstall the Client:
1. Open a Terminal window. 2. Enter sudo /Library/systemmonitor/uninstall.sh.
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The system prompts staff for a password.
3. Enter the administrator password. The system uninstalls ESM.
Uninstalling the Client from a Mac Complete the following steps to uninstall the Client:
1. Open a Terminal window. 2. Enter sudo /Library/PCReservation/tools/uninstall.sh. The system prompts staff for a password.
3. Enter the administrator password. The system uninstalls the Client.
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Chapter 14 – Feature Parity Matrix between the 3x & 4x Clients With the latest V4 release, the V4 Client contains the same feature set as is available in the Version 3.x Client. The table below provides a list of features supported in the Version 3.x Client and the corresponding releases of the V4 Client. The information below is organized based on the configuration option of the Management Console Preferences. Any preferences not listed here do not apply to the existing Version 3.x Client. Important! Once a feature is added to the V4 product, you will not see additional checks for later V4 versions. Instead the remaining blocks are shaded to denote the feature was added in a previous release. Features are designated with the following options: A —
– – – –
Supported automatically in V4, not a configurable option Features that exists in 3x and the version it was added to 4x. Feature improved over Version 3.x capability Feature did not exist for the listed version. Client Features
New Features added with Version 4x Specify English and/or US English as language option Add additional languages (other than five default languages including Asian characters) Use Operating System credentials for validation (common academic request) Use Novell credentials for validation (academic request) Disabled automatic extension message at Client LPT:One Integration Pass User ID and/or PIN to LPT:One Client
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3.5/4.0
N/A
/
N/A
/—
N/A
/
N/A
/—
N/A
/
/
Auto-update Clients
/—
Security Close Client with Administrative Password Close Client with Staff Password Start session as Super User
/ / /
4.1/4.2
Coming in a future release.
/—
/— Support for auto-update after initial V4 installation
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Client Features Start session in Offline Mode Dynamic Filtering Control Proxy-Based Filtering Support Profile-Based Filtering Support Client Settings
3.5/4.0 / — / /
Disable CTRL-ALT-DEL
/—
Disable CTRL-ESC
/—
Disable ALT-TAB
/—
Hide the Task Bar
/—
Hide the Start Button
/—
Hide the Client from the Task List (Windows 98 Only) Path to Logo or Image File Modify instructions for users on logon screen Control color of foreground and background Show the Current Time on the Idle/Main Screen Sessions Session Length Grace Period Allow Extra Time if No One is Waiting Logoff when session is closed Restart when session is closed Allow Early Sign On Allow User to Lock/Hide a session Treat Logoff as Interrupted session Minutes to hold an interrupted session End session if idle (no keyboard/mouse movement) for more than configured time Reservations Offer short session based on configured options Warnings Display end of session warning messages Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
4.1/4.2
/
N/A
/ / / /
/ / / / / / / / /
Controlled via Operating System Controlled via Operating System Controlled via Operating System Controlled via Operating System Controlled by Operating System.
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Client Features Play beep during warning message Flash timer window during warning message Speak during warning message Display a message Run program during warning message PC Schedule Shutdown all PCs 5 minutes after closing Send message to all PCs before closing Scheduled Maintenance Clear Log Files Time Vending Charge for Time Used (display messages at Client) @Client Reservations Allow @Client Reservations Allow Short Sessions Allow Express Use Only Offer Express Use when Full Session is not Available Allow User to trade an existing reservation Client Programs Set programs to start at beginning of each session Restart a program if closed during the session Set program’s window size (maximize, normal, minimize) Display Computer Use Policy for acknowledgement only Specify path to Computer Use Policy (must be a webpage) Require user to accept or decline Computer Use Policy If user declines, end the session If user declines, no Internet access If user declines, apply the internet filter Appearance Specify label to use for “User ID” Number of digits in User ID Mask User ID for Self-Service Reservations Label to use for “PIN” Maximum Number of Digits in “PIN” Require User ID and PIN 182
3.5/4.0
4.1/4.2
/ / Supported via third-party / / Not supported in V4 / / / —/ / / / / / / / / / / / / / / / —/ / —/ /
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Client Features Require User ID only Require PIN only Display Client’s PC ID from Computer Name or Description Set default language for display Allow user to change language Support for English, Spanish and French Support for Portuguese User Validation Require a valid User ID Track by sessions Track by minutes Ignore Interrupted Sessions Require user to enter PIN Mask PIN Require user to enter last name to make reservation Guest Management Allow Guest Users Apply Usage Restrictions to Guest User Allow Concurrent Reservations Client Local Configuration Start the Client from the Run registry key (remove from the Startup Group) Run the Client in Dynamic Windows Profile Manager Mode Run the Client on a private desktop (Windows NT, 2000, and XP Only) Hide the Windows Taskbar during Initialization Hide the Windows Start Button during Initialization Require a password to close during Initialization Maximize the “Please Wait … Initializing” Window Maximum Number of Reconnection Attempts Automatically locate the Management Console using UDP Save my configuration for use on other machines Staff Functions via View PC Status Send Message Send Message to all Active Sessions Unlock Session End Session Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
3.5/4.0 / /—
4.1/4.2
/
/ / / /
—
/ / / / / /
/—
/ / /
A
/—
/ V4 Sup for XP to be det
A
A
/ Not supported in V4 A A / / Not required in V4
/ / / /
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Client Features
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3.5/4.0
Extend Time
/
Mark as Out of Service
/
Staff Functions via View Connected Clients View Client Details Shutdown Client – Stop PC Reservation Shutdown Client – Shutdown the computer Shutdown Client – Reboot the computer Shutdown all connected PCs
/ / / / /
4.1/4.2
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Appendix A – Management Service Console Settings This appendix provides details for pcrServer.ewp preference file located in the C:\Program Files\EnvisionWare\PC Reservation\Management Service\config directory. Note: The Management Service Console should be used to configure the system. This table is present for reference only.
pcrServer.ewp Preference File Preference Name Client Appearance: Idle Screen Background Color
Description Allows customization of the Idle Screen background color. The color value is represented in HEX code.
Valid Values Alphanumeric value representing the Hex color code value.
This preference does not require a restart of the Management Service or the Client service. Once the setting changes are saved, the custom color displays immediately. See ‘Customizing the Idle Screen Background Color’ for more information about this feature. Default Value: 010088
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pcrServer.ewp Preference File Preference Name Client Appearance: Idle Screen Top Banner Color
Description Allows customization of the top banner’s background color only. The color value is represented in HEX code.
Valid Values Alphanumeric value representing the Hex color code value.
This preference does not require a restart of the Management Service or the Client service. Once the setting changes are saved, the custom color displays immediately.
Default Value: FFFFFF Client Appearance: Idle Screen Background Image
Allows customization of the image displayed via the Idle Screen. This preference does not require a restart of the Management Service or the Client service. Once the setting changes are saved, the custom color displays immediately.
Alphanumeric value representing the logo file path or url.
See ‘Customizing the Idle Screen Background Image’ for more information about this feature. Default Value: default Client: AutoUpdate Enabled
Enables the V4 Client to automatically update. The system automatically detects and installs the latest version
On = 1 Off = 0
Default Value: 1
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pcrServer.ewp Preference File Preference Name Client: Automatic Time Extensions Notifications Displayed
Description Automatically displays time extension notifications to users. This preference is enabled by default.
Valid Values On = 1 Off = 0
Default Value: 1 Client: Control Menu Buttons Instead of Combobox
The purpose of this setting is to control the menu types displayed via the Control Menu.
1=On. Display Menu Buttons. 0=Off. Display Menu Combobox.
Default: 1
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pcrServer.ewp Preference File Preference Name Client: Control Menu Location
Description The purpose of this preference provides additional control and customization to the 'Control Menu'. System Administrators are now given various options to where the control menu appears and can change the default location.
Valid Values Valid values range from 0 to 7. 0=Near the Clock (Lower Right on Windows, Upper Right on Mac); 1=Near the Sys Menu (Lower Left on Win, Upper Left on Mac); 2=Top Left; 3=Top Center; 4=Top Right; 5=Bottom Left; 6=Bottom Center; 7=Bottom Right. Default is 0 (which corresponds to the current timer win loc).
Default: 0 Client: Default Language
Determines the language used by the PC Reservation Client.
Alphanumeric values representing the language locale. en_us (US English), en (English), es (Spanish),fr (French)
Default Value: en_us
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pcrServer.ewp Preference File Preference Name Client: Dynamic Windows Profile Mode
Description
Valid Values
Allows Dynamic Windows Profile
On = 1
switching on the V4 PC Reservation Clients. PC Reservation connects to established Profiles via configurations in the Management Console. For Card Holders, configuration is completed within the ‘User Validation Rules Wizard’ and for Guests, configuration is completed via the ‘Guest Management’ tab for the Management Console’s Preferences.
Off = 0
When enabled, as Guests or Library Card holders sign into a PC Reservation session, the system recognizes their credentials and is able to log them into a profile suited for their designation. Such as a teen logging into a session and have access to material suitable for teens only. The desktop and environment of the session adjusts depending on the user’s credentials and the profile that is allowed for those credentials.
Default Value: 0 Client: Login Using OS Credentials
Pass operating system credentials to PC Reservation and disable PCR login screen.
On = 1 Off = 0
Default Value: 0
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pcrServer.ewp Preference File Preference Name Client: Logo File Path
Description Used to enter the path for a custom logo. If left blank, an EnvisionWare logo is displayed on the Main Screen of the Client with instructions on how to modify the logo. Set this value to “default” to display an EnvisionWare logo without instructions.
Valid Values Shared path on the Management Service machine that is accessible by the Clients. Image should be in the form of a JPG or PNG
Default Value: Blank Client: Maximum Hide Interval
Used to configure the number of minutes users can hide their sessions.
Numerical value in minutes.
Default Value: 4 Client: Screen Timeout
Sets the Client login screen timeout value. When the cursor runs over the "Available screen" it turns into the log in screen. This timeout determines how long this login screen is available for credential input.
Numerical value in seconds.
Default Value: 15 Client: Screensaver Pixel Shift
Used to configure the Client screensaver pixel shift in milliseconds
Numerical value representing the number of milliseconds pixels can shift.
Default Value: “unit=minutes” Client: Text Displayed on Wait Screen
Preference used to customize text which is displayed during the Client initialization process.
Text is entered here.
Default Value: Please wait while the system prepares for use.
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pcrServer.ewp Preference File Preference Name Client: User ID Prefix Populated Automatically in User ID Field
Description Enables staff to specify a precise prefix for users or guests in the Management Console.
Valid Values On = 1 Off = 0
Default Value: 0 Client: Welcome Message Displayed When Session Starts
Preference used to display an initial message users view once they log into their session.
On = 1 Off = 0
Default Value: 1 Dynamic Filtering Proxy: Automatic Hosts File Update with WPAD
Preference used to enable or disable dynamic filtering.
On = 1 Off = 0
Default Value: 0 Dynamic Filtering Proxy:Default WPAD File
Preference used to determine which Wpad file is used for dynamic filtering.
Wpad_default.dat Wpad_filtered.dat Wpad_no_internet Wpad_unfiltered.dat
Default Value: Wpad_no_internet Dynamic Filtering Proxy: Use Version 3.x Filtering Protocol
Enables Proxy based filtering for Clients operating on a different Subnet or VLAN.
On = 1 Off = 0
Default Value: 0 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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pcrServer.ewp Preference File Preference Name Logging: Client Upload
Description The purpose of this item is to secure/upload problematic behaviour so that it is sent to the Management Service (MS) for further investigation. And not lose this valuable data on the Client because of rollback software.
Valid Values On = 1 Off = 0
The PCRes Client logs system data to its log file. EnvisionWare System Monitor (ESM) also receives the data and checks a search file (clientLogEntrySearches) located on the MS. This file contains a list of search entries. When the PC Res Client logs data matching a string of data in the search file, the entire contents of the Client’s PC Res directory are zipped into a file, and sent to the ESM/MS server. A max of 5 uploads in 24 hours can occur during a single runtime instance of ESM on the PC Reservation Client computer. Once uploaded, the files remain for 2 weeks, and are cleaned up on a different file upload. Therefore, if only one upload occurs in 7 weeks, the file remains on the Server until another file is uploaded. Default Value: 0
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pcrServer.ewp Preference File Preference Name Logging: Enabled
Description Determines if a log file is generated.
Valid Values 1=On 0=Off
Default Value: 1
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pcrServer.ewp Preference File Preference Name Logging: Level
Description Enables the Logging: Level which tracks and manages logging levels and files.
Valid Values The following hierarchy of logging levels are:
DEBUG
INFO
WARN
ERROR
FATAL
When the logging level is WARN, the log entries will contain entries for WARN, ERROR, and FATAL. When the Logging: Level is INFO the log entries will contain entries for everything (INFO, WARN, ERROR and FATAL) except DEBUG. When the logging level is DEBUG, the log entries will contain entries for every log entries listed above (DEBUG, INFO, WARN, ERROR and FATAL).
Default Value: INFO
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pcrServer.ewp Preference File Preference Name Logging: Maximum File Size in MB
Description The maximum size the log file is allotted before a backup is generated.
Valid Values Numerical entry which represents the maximum file size.
Default Value: 3 MB Logging: Maximum Number of Backups
The highest number of backups created when the primary log file reaches the maximum size.
Numerical entry value representing the number of backups.
Note: Older backups are deleted when the max is reached (10). Default Value: 3MB
Network: Client Auto-Discover Port
Auto-Discover Port number for the Numerical value which Client. Listening port allows items represents the Client’s port. ‘1’ and ‘2’ to function. 1) The Management Console broadcasts its location for other components to connect. 2) The (3x) Reservation Station, Web Module, and (V4) Management Service connect to the Management Console on this port to transport command messages (send & receive). Default Value: 61969
Network: Keep Alive Interval for Client Service
Value used to enable the Client to quickly re-establish lost connections, which may occur in adverse network conditions.
Numerical value represented in seconds.
Important! The default values should typically not be adjusted, unless suggested by EnvisionWare Support/Professional Services groups. Default Value: 120 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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pcrServer.ewp Preference File Preference Name Network: Keep Alive Interval for Management Service
Description Value used to enable the Client to quickly re-establish lost connections, which may occur in adverse network conditions.
Valid Values Numerical value represented in seconds.
Important! The default values should typically not be adjusted, unless suggested by EnvisionWare Support/Professional Services groups. Default Value: 300
Network: Management Console Broadcast Port
Port number for the Management Console. Listening port allows items ‘1’ and ‘2’ to function. 1) The Management Console broadcasts its location for other components to connect. 2) The (3x) Reservation Station, Web Module, and (V4) Management Service connect to the Management Console on this port to transport command messages (send & receive).
Numerical value which represents the Management Console’s port.
Default Value: 1969 Network: Management Console IP Address
IP Address for the Management Console
Numerical value or fully qualified domain name that represents the IP address of the Management Console
Default Value: 127.0.0.1
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pcrServer.ewp Preference File Preference Name Network: Management Console Port
Description Port number for the Management Console. Listening port allows items ‘1’ and ‘2’ to function. 1) The Management Console broadcasts its location for other components to connect. 2) The (3x) Reservation Station, Web Module, and (V4) Management Service connect to the Management Console on this port to transport command messages (send & receive).
Valid Values Numerical value which represents the Management Console’s port location.
Default Value: 1969 Network: Management Service Port
Listening port allows (V4) Client for Windows and Mac to connect to the Management Service transporting command messages (send & receive) between each component
Numerical value which represents the port.
Default Value: 9432 Network: System Monitor Port
EnvisionWare System Monitor sends messages via this port to connecting services to report system status.
Numerical value which represents the System Monitor Port.
Default Value: 30349 Network: User Credentials Port
Port shared between LPT:One and PC Reservation when the two are integrated. If LPT:One is configured to use the credentials passed from a PC Reservation session, those values are passed to LPT:One via this port.
Numerical value representing the port.
Default Value: 4567
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pcrServer.ewp Preference File Preference Name LPT: One Print Cost Management
Description Configuration preference to set exceptions for Windows and Mac Clients
Valid Values Alphanumeric commands directing the behaviour of the Client.
Default Value: Skip When Closing Use Policy: en
Used to configure the Computer Use Policy language for European English.
Hosted web server where the Use Policy resides.
Default Value: usePolicy_en.html Use Policy: en_us
Used to configure the Computer Use Policy language for US English. Note: The Management Service must be installed on the same machine as the Management Console.
Hosted in the PC Reservation ‘HTML’ folder located on the Management Service host computer where the Use Policy resides.
Default Location: C:\Program Files\Envisionware\PC Reservation\Management Service\HTML Default Value: usePolicy_en_us.html Use Policy: es
Used to configure the Computer Use Policy language for Spanish. Note: The Management Service must be installed on the same machine as the Management Console.
Hosted in the PC Reservation ‘HTML’ folder located on the Management Service host computer where the Use Policy resides.
Default Location: C:\Program Files\Envisionware\PC Reservation\Management Service\HTML Default Value: Default Value: usePolicy_es.html
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pcrServer.ewp Preference File Preference Name Use Policy: fr
Description Used to configure the Computer Use Policy language for French. Note: The Management Service must be installed on the same machine as the Management Console.
Valid Values Hosted in the PC Reservation ‘HTML’ folder located on the Management Service host computer where the Use Policy resides.
Default Location: C:\Program Files\Envisionware\PC Reservation\Management Service\HTML Default Value: usePolicy_fr.html
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Appendix B – Client Module Preference File This appendix provides details for pcrClient.ewp preference file located in the C:\Program Files\EnvisionWare\PC Reservation\Client\config directory. The following preferences are automatically populated when the Client is installed and should not require any user updates with the exception of modifying the Auto Discovery port.
Client Logging The Client Module Service logs and Client Module Application logs are now logged in the application data directory. For example,
On Windows XP the logs are located in "C:\Documents and Settings\All Users\Application Data\EnvisionWare\PC Reservation\Client Module\logs"
On Windows 7, the logs are located in C:\ProgramData \EnvisionWare\PC Reservation\Client Module\logs"
On upgrade from previous versions, existing logs are moved from the installation directory to the new location and the old "logs" directory in the install directory is removed. A link to the new logs path is added in place of the "logs" folder so "logs" in the installation directory remains visible.
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pcrClient.ewp Preference File Preference Name Management Service AutoDiscovery Port
Description Auto-Discovery port for the Management Service. Listening port allows items ‘1’ and ‘2’ to function. 1) The Management Console broadcasts its location for other components to connect. 2) The (3x) Reservation Station, Web Module, and (V4) Management Service connect to the Management Console on this port to transport command messages (send & receive).
Valid Values Numerical value which represents the port value assigned.
Default Value: 61969 Management Service IP Address
IP Address for the Management Service
Numerical value or fully qualified domain name which represents the IP Address or location.
Default Value: 127.0.0.1 Management Service Port
Port number for the Management Service
Numerical value which represents the IP Address.
Default Value: 9432 LPT: One Print Cost Management
Configuration preference to set exceptions for Windows and Mac Clients
Skip When Closing
Default Value: Skip When Closing
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Appendix C – Macintosh Client Module Preference File This appendix provides details for pcrClient.ewp preference file located in /Library/PCReservation/config/ directory. IMPORTANT! When installing the latest PC Reservation version on Mac OS 10.7, System Administrators must first install Java. Apple does not ship Java with the OS 10.7 version.
pcrClient.ewp Preference File Preference Name Computer Name
Description
Valid Values
Preference used to manually enter the computer name for what purpose? Default Value: PLACE_VALUE_HERE
Management Service AutoDiscovery Port
Auto-Discovery port for the Management Service. Listening port allows items ‘1’ and ‘2’ to function. 1) The Management Console broadcasts its location for other components to connect. 2) The (3x) Reservation Station, Web Module, and (V4) Management Service connect to the Management Console on this port to transport command messages (send & receive).
Numerical value which represents the port value.
Default Value: 61969 Management Service IP Address
IP Address for the Management Service
Numerical value which represents the IP Address.
Default Value: 127.0.0.1
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pcrClient.ewp Preference File Preference Name Management Service Port
Description Port number for the Management Service
Valid Values Numerical value which represents the IP Address.
Default Value: 9432 LPT: One Print Cost Management
Configuration preference to set programs that are not to be closed when ending a session
Skip When Closing
Default Value: Skip When Closing
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Appendix D – Optional Configurations This appendix details the following optional configurations:
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Fast Login Setting
Configuring the V4 Client and Management Service Console’s AutoDiscovery Ports
Process Exceptions
Preparing for an Auto-Update of PC Reservation
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Fast Login Setting PC Reservation’s V4 Client Installer automatically enables the SyncForegroundPolicy setting within Window’s Registry. The SyncForegroundPolicy setting is also known as the Always Wait for the Network at the computer startup and logon within the Group Policy Settings. This setting prohibits users from accessing the desktop before all services in the Startup group (which includes PC Reservation) have started. This setting is automatically disabled when the Windows V4 Client is installed. The Windows Registry setting, SyncForegroundPolicy, can be viewed at the following directory:
HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\WindowsNT\ CurrentVersion\WinLogon
The Group Policy setting, Always Wait for the Network at the computer startup and logon, can be viewed at the following directory:
Computer Configuration\Administrative Templates\System\Logon Important!
The SyncForegroundPolicy setting (Windows Registry) and the Group Policy, Always Wait for the Network at the computer startup and logon setting, will not reflect the same statuses when they’re viewed. The SyncForegroundPolicy displays an enabled status (1) while the Always Wait for the Network at the computer startup and logon setting displays a disabled status (Not configured). However, the setting is enabled but it will not reflect in the Group Policy.
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Configuring the V4 Client and Management Service Console’s AutoDiscovery Ports The Management Service Console’s Auto-Discovery functionality was designed for the V4 Client to automatically locate and connect to the Management Service. In order for this functionality to work properly, the values within the Auto–discovery preferences for the Client and the Management Service must match. Otherwise, the system displays the following Management Service Location Configuration screen.
The V4 Client will not launch until it connects to the Management Service. To configure the Management Service and Client auto-discovery ports, complete the following steps:
1. Open the Management Service Console. 2. Locate the Client Auto-Discover Port preference. 3. Change the value.
The default value is 61969 (See ‘Understanding Port Functions’ in ‘Chapter 1 – Overview’ for a description of this port).
4. Locate the Management Service Auto-Discovery Port preference. 5. Change the value.
The default value is 61969 (See ‘Understanding Port Functions’ in ‘Chapter 1 – Overview’ for a description of this port).
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7. Save and close the browser. Configuring the V4 Client and Management Service with the Management Service Location Configuration When the V4 Client and Management Service auto-discovery ports do not match, the Client will not launch. To connect the V4 Client and the Management Service with the Management Service Location Configuration screen, complete the following steps:
1. Select Management Service Auto-discovery. The system displays the Port field.
2. Enter the Port number. 3. Click OK. The system launches the V4 Client. OR
1. Select Store Management Service IP Address and Port. The system displays the IP Address field.
2. Enter the IP Address. 3. Click OK. The system connects to the Management Service via the IP Address and Port entered and launches the V4 Client.
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Configuring Process Exceptions for the V4 Client By default, the V4 Client closes any applications that are open when a session ends. Libraries can choose to create exceptions to this process and as a result keep configured applications open for use during the next session. These exceptions can be configured for all connected V4 Clients via the Management Service preference file or for a specific V4 Client via the Client preference file located on each Client. Modifying Process Exceptions at the Management Service Process exceptions are supported via operating system, so separate entries must be made for each OS version used by your library. By default, (and as an example for additional entries), LPT:One is added as an exception for computers running Windows XP 5.1. To add additional process exceptions for V4 Clients running Windows XP 5.1, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management Service\config\ directory.
2. Open the pcrServer.ewp file using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad.
3. Locate the Process Exceptions preference. 4. This preference starts with the tag “<collection name=>” instead of the standard “<entry name=” tag. The following is an example of a Process Exceptions preference:
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5. Copy the default “entry name=” line located between the “<collection>” and “</collection>” tags.
6. Paste the copied line above the <”/collection>” tag for the operating system so the new exception will be contained between the two “collection” tags.
7. Modify the pasted text contained inside the double quotes (in the default, "LPT:One Print Cost Management") to reference the Windows application title or for a Mac operating system the path of the application as in the following example. The application title can be located by going to Task Manager and clicking on the Applications tab to view all running applications. Locate your application from the list.
8. Do not modify the remaining pasted text. 9. Save the modified pcrServer.ewp file. 10. Restart the Management Service via the Services Utility located in Windows Administrative Tools.
Adding Process Exceptions for Additional Operating Systems at the Management Service If running a V4 Client on a machine running another operating system, separate exceptions must be configured for each OS. These entries must be added to the Management Service preferences. To add process exceptions for an additional operating system, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management Service\config directory.
2. Open the pcrServer.ewp file using a text editor such as Microsoft WordPad. If using Notepad be sure to disabled the Word Wrap feature in Notepad.
3. Copy the default text located between the “<collection>” and “</collection>”tags.
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See the example below:
4. Paste the copied text into the EWP file. 5. Modify the copied text to reference the additional operating system. In the example below, the operating system has been modified to “Mac OS X 10.5.7”.
The following list contains operating system options:
Mac OS
Mac OS X
Windows 2000
Windows 7
Windows NT
Windows Vista
Windows XP
6. Modify the pasted text contained inside the double quotes (in the default, "LPT:One Print Cost Management") to reference the Windows application title or for a Mac operating system the path of the application.
7. Do not modify the remaining pasted text.
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8. The following example contains two process exceptions for the V4 Clients running the configured version of the Leopard operating system:
9. Add additional tags as needed for additional operating systems. 10. Save the modified pcrServer.ewp file. 11. Restart the Management Service via the Services Utility located in Windows Administrative Tools.
Modifying Process Exceptions at the Client If the library wishes to add additional process exceptions to only specific V4 Clients, additional process exceptions can be added in the Client configuration file. To specify additional process exceptions for a specific V4 Client, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Client Module\config directory.
2. Open the pcrClient.ewp file. 3. Locate the “Process Exceptions” preference. 4. This preference starts with the tag “<collection name=>” instead of the standard “<entry name=” tag.
5. This line looks different than the one located in the Management Service preference file as it does not include an operating system reference.
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6. Copy the default “entry name=” line located between the “<collection>” and “</collection>” tags.
7. Paste the copied line above the <”/collection>” tag so the new exception will be contained between the two “collection” tags.
8. Modify the pasted text contained inside the double quotes (in the default, "LPT:One Print Cost Management").
9. Do not modify the remaining pasted text. 10. Save the modified pcrClient.ewp file. 11. Restart the Client Service via the Services Utility located in Windows Administrative Tools.
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Preparing for an Auto-Update of PC Reservation Auto-update technology is provided with PC Reservation V4 so that FUTURE V4 releases can be updated automatically. The system DOES NOT support auto-update from any version of the 3x series to include the latest 3x version. Nor does it support auto-update from any V4 pre-release version. Once the latest V4 version of the Client is manually installed using the installer at the local Client computer or via a silent deployment from a login script or remote deployment tool, you can use auto-update to deploy all future V4 Client updates. When the Management Service is updated to a subsequent release and a Client update is required, the V4 Clients will automatically update when the auto update preference is enabled in the Management Service Console.
Understanding Auto-Update Auto-update runs with system level permissions because it is controlled by Windows services/Mac daemons. As such an auto-update will be performed regardless of the restrictions for the logged in user at the Client. Any rollback software such as DeepFreeze, PCRefresh, or Clean Slate must be thawed/disabled for the update to persist. Since the technology for deployment is a web protocol, there are no connection restrictions that would limit the number of Clients that can be simultaneously updated. After the initial manual deployment of the Version 4 Client, PC Reservation automatically updates by utilizing EnvisionWare System Monitor (ESM). ESM performs the following tasks when the Management Service is restarted:
Checks the EnvisionWare System Monitor version installed on the Management Service and compares that to the version installed on the Client. It also checks the version of the PC Reservation Client and compares that to the version provided with the new Management Service.
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It then verifies whether the version of each module on the Client requires an update in order to be compatible with the new release.
Next it checks the auto-update preference on the Management Service to determine whether this feature is enabled.
If an update to either Client component is warranted, ESM will begin the auto-update process.
During an update, the V4 Client is stopped to complete the installation of the update. o
Computers are not managed during this brief period. Autoupdates should be performed while computers are not in use by the public.
Upon a successful Client update, the Client restarts and returns to the ‘Main Screen’.
ESM reports a successful update to the Management Service and writes to the ‘connectionList’ log file (in the Management Service directory) that the update was successful. o
If an update is unsuccessful, the Client does not restart and the log file is updated to note the Client attempted an update but it was not successful.
After an auto-update check the file to ensure that all Clients are running the same version.
The same auto-update process is used for both Windows and Mac installations.
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Appendix E – Management Service Restart The following table details modifications or changes to the system that requires staff to restart the Management Service. Modification/Change
Location
@Client Reservations Require PIN
Management Console, User Validation Tab
Allow at Client Reservations
Management Console, @Client Reservations Tab
Allow Language switching
Management Console, Appearance Tab
Background color
Management Console, Reservations Stations Tab
Changing Administrator or staff password
Management Console, Security Tab
Customer Name (MC License)
Customer Center
Default Language
Management Console
Description (computer)
Management Console (Appearance)
Foreground color
Management Console, Reservations Stations Tab
Guest Starts with
Management Console, Guest Management tab
Login Requires a Valid User ID to make a Reservation
Management Console, User Validation Tab
Login Requires PIN
Management Console, User Validation Tab
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Modification/Change
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Location
Masking User ID
Management Console, Appearance and User Validation Tabs
Offline Session length
(default/global session length)
Offline User PIN
Management Console
Offline Username
Management Console
PC Area Name
Management Console, Configure Menu
PIN length
Management Console, Appearance Tab
Process Exceptions
Management Service .ewp file
Super User Name
Management Console, Security Tab
System Time
Management Console, Reservation Stations Tab
Time format
Operating System
Tracking by Sessions or Minutes
Management Console, User Validation Tab
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Appendix F - Windows Group Policy Settings and Other Keystrokes blocked by PC Reservation V4 Client The following list displays the options that System Administrators must manually configure.
Ctrl + Alt + Del Options for Windows XP Pro, XP Embedded, Vista, 2008 Server, and 7 To access and configure Ctrl+Alt+Del Options, complete the following steps:
1. Select Start and Run. The system displays the Run screen.
2. Enter gpedit.msc. 3. Click OK. The system displays the Group Policy directory.
4. Double-Click User Configuration. 5. Click the Administrative Templates folder. The system displays the Administrative Templates folder contents.
6. Double-Click the System Folder. The system displays the System folder contents.
7. Double-Click Ctrl+Alt+Del Options folder. The system displays the Ctrl+Alt+Del Options folder contents.
8. Double-Click the appropriate options:
Remove Task Manager – Prevents users from starting Task Manager
Remove Lock Computer – Prevents users from locking the system
Remove Change Password – Prevents users from changing their Windows password on demand
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Remove Logoff – Prevents the user from logging off
The system displays the menu options based on the selection.
9. Select either Enabled or Disabled.
By default, if a setting is not configured, the Not Configured button is selected.
10. Click OK. OR
11. Click Next Setting. The system displays the next setting within the Ctrl+Alt+Del Options folder from the top to the bottom.
12. When all settings are configured, click OK. The system configures the settings based on the information entered.
PC Reservation V4 Client Blocks the following keystrokes for Windows:
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Windows system key and key combinations
Windows program key and key combinations
Mouse click/keyboard modifier combinations for shell objects
General keyboard-only commands
Shell objects and general folder/Windows Explorer shortcuts
General folder/shortcut control
Windows Explorer Tree Control
Properties control
Accessibility shortcuts
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Microsoft Natural Keyboard keys
Microsoft Natural Keyboard with IntelliType software installed
Dialog box keyboard commands
Any additional functionality must be blocked using Group Policies.
Mac blocked Operations by PC Reservation V4 Client The V4 Client is designed to always block the following Mac operations:
DisableAppleMenu: This flag disables all items in the Apple menu.
DisableForceQuit: Disables the Force Quit window normally available via Command-Option-Escape keyboard equivalent or the Force Quit menu item in the Apple menu.
DisableProcessSwitch (Cmd-Tab): This flag disables the CommandTab and Command-Shift-Tab key sequences to switch the active process, and the global window rotation key sequence selected by the user in the Keyboard preference pane.
DisableSessionTerminate: Disables the Power key window that comes up when the power key is pressed. Also disables Restart, Shut Down, and Log Out menu items in the Apple menu.
DisableHide (Cmd-H): This flag disables the Hide menu item in the Application menu.
Any additional functionality must be blocked using the operating system.
PC Reservation V4 Client Blocks the following keystrokes for Mac The V4 Client is designed to always block the following Mac keystrokes:
Startup Keyboard Shortcuts
Finder Keyboard Shortcuts
Application and other Mac OS X keyboard commands
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Customer Feedback If you have questions or feedback concerning this publication or need assistance, please contact us at documentation@envisionware.com.
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href="https://pdfkiwi.com/recover-account">Forgot password</a>
</li>
</ul>
<!-- End List -->
</div>
<div class="col-md-6 col-lg-4">
<h3 class="h6">
<strong>Connect with us</strong>
</h3>
<!-- Social Networks -->
<ul class="list-inline mb-0">
<li class="list-inline-item mb-3">
<a class="u-icon u-icon--sm u-icon-primary--air rounded"
href="https://facebook.com/pdfkiwicom">
<span class="fab fa-facebook-f u-icon__inner"></span>
</a>
</li>
<li class="list-inline-item mb-3">
<a class="u-icon u-icon--sm u-icon-primary--air rounded"
href="https://plus.google.com/111647055250435329124">
<span class="fab fa-google u-icon__inner"></span>
</a>
</li>
<li class="list-inline-item mb-3">
<a class="u-icon u-icon--sm u-icon-primary--air rounded"
href="https://twitter.com/pdfkiwicom">
<span class="fab fa-twitter u-icon__inner"></span>
</a>
</li>
</ul>
<!-- End Social Networks -->
</div>
</div>
</div>
<!-- End Lists -->
<hr>
<!-- Copyright -->
<div class="container text-center u-space-1">
<!-- Logo -->
<a class="d-inline-block mb-2" href="https://pdfkiwi.com/" aria-label="PDFKIWI">
<img src="https://pdfkiwi.com/assets/img/logo.png" alt="Logo" style="width: 120px;">
</a>
<!-- End Logo -->
<p class="small text-muted">Copyright © 2012-2024.</p>
</div>
<!-- End Copyright -->
</footer>
<!-- ========== END FOOTER ========== -->
<!-- ========== SECONDARY CONTENTS ========== -->
<!-- Account Sidebar Navigation -->
<aside id="sidebarContent" class="u-sidebar u-unfold--css-animation u-unfold--hidden"
aria-labelledby="sidebarNavToggler">
<div class="u-sidebar__scroller">
<div class="u-sidebar__container">
<div class="u-header-sidebar__footer-offset">
<!-- Toggle Button -->
<div class="d-flex align-items-center pt-4 px-7">
<button type="button" class="close ml-auto"
aria-controls="sidebarContent"
aria-haspopup="true"
aria-expanded="false"
data-unfold-event="click"
data-unfold-hide-on-scroll="false"
data-unfold-target="#sidebarContent"
data-unfold-type="css-animation"
data-unfold-animation-in="fadeInRight"
data-unfold-animation-out="fadeOutRight"
data-unfold-duration="500">
<span aria-hidden="true">×</span>
</button>
</div>
<!-- End Toggle Button -->
<!-- Content -->
<div class="js-scrollbar u-sidebar__body">
<div class="u-sidebar__content u-header-sidebar__content">
<!-- Login -->
<div id="login" data-target-group="idForm">
<form class="js-validate" action="https://pdfkiwi.com/login" method="post">
<!-- Title -->
<header class="text-center mb-7">
<h2 class="h4 mb-0">Welcome back</h2>
<p>Login to manage your account</p>
</header>
<!-- End Title -->
<!-- Input -->
<div class="js-form-message mb-4">
<div class="js-focus-state input-group u-form">
<div class="input-group-prepend u-form__prepend">
<span class="input-group-text u-form__text">
<span class="fa fa-user u-form__text-inner"></span>
</span>
</div>
<input type="email" class="form-control u-form__input" name="email" required
placeholder="Email address"
aria-label="Email address"
data-msg="Please enter a valid email address"
data-error-class="u-has-error"
data-success-class="u-has-success">
</div>
</div>
<!-- End Input -->
<!-- Input -->
<div class="js-form-message mb-2">
<div class="js-focus-state input-group u-form">
<div class="input-group-prepend u-form__prepend">
<span class="input-group-text u-form__text">
<span class="fa fa-lock u-form__text-inner"></span>
</span>
</div>
<input type="password" class="form-control u-form__input" name="password"
required
placeholder="Password"
aria-label="Password"
data-msg="Your password is invalid please try again"
data-error-class="u-has-error"
data-success-class="u-has-success">
</div>
</div>
<!-- End Input -->
<div class="clearfix mb-4">
<a class="js-animation-link float-right small u-link-muted" href="javascript:;"
data-target="#forgotPassword"
data-link-group="idForm"
data-animation-in="slideInUp">Forgot password</a>
</div>
<div class="mb-2">
<button type="submit"
class="btn btn-block btn-primary u-btn-primary transition-3d-hover">Login </button>
</div>
<div class="text-center mb-4">
<span class="small text-muted">Do not have an account?</span>
<a class="js-animation-link small" href="javascript:;"
data-target="#signup"
data-link-group="idForm"
data-animation-in="slideInUp">Register </a>
</div>
<div class="text-center">
<span class="u-divider u-divider--xs u-divider--text mb-4">Or</span>
</div>
<!-- Login Buttons -->
<div class="d-flex">
<a class="btn btn-block btn-sm u-btn-facebook--air transition-3d-hover mr-1"
href="https://pdfkiwi.com/login/facebook">
<span class="fab fa-facebook-square mr-1"></span>
Facebook
</a>
<a class="btn btn-block btn-sm u-btn-google--air transition-3d-hover ml-1 mt-0"
href="https://pdfkiwi.com/login/google">
<span class="fab fa-google mr-1"></span>
Google
</a>
</div>
<!-- End Login Buttons -->
</form>
</div>
<!-- Signup -->
<div id="signup" style="display: none; opacity: 0;" data-target-group="idForm">
<form class="js-validate" action="https://pdfkiwi.com/register" method="post">
<!-- Title -->
<header class="text-center mb-7">
<h2 class="h4 mb-0">Welcome to PDFKIWI.</h2>
<p>Fill out the form to get started</p>
</header>
<!-- End Title -->
<!-- Input -->
<div class="js-form-message mb-4">
<div class="js-focus-state input-group u-form">
<div class="input-group-prepend u-form__prepend">
<span class="input-group-text u-form__text">
<span class="fa fa-user u-form__text-inner"></span>
</span>
</div>
<input type="email" class="form-control u-form__input" name="email" required
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aria-label="Email address"
data-msg="Please enter a valid email address"
data-error-class="u-has-error"
data-success-class="u-has-success">
</div>
</div>
<!-- End Input -->
<!-- Input -->
<div class="js-form-message mb-4">
<div class="js-focus-state input-group u-form">
<div class="input-group-prepend u-form__prepend">
<span class="input-group-text u-form__text">
<span class="fa fa-user u-form__text-inner"></span>
</span>
</div>
<input type="text" class="form-control u-form__input" name="username" required
placeholder="Username"
aria-label="Username"
data-msg="Please enter a valid username"
data-error-class="u-has-error"
data-success-class="u-has-success">
</div>
</div>
<!-- End Input -->
<!-- Input -->
<div class="js-form-message mb-4">
<div class="js-focus-state input-group u-form">
<div class="input-group-prepend u-form__prepend">
<span class="input-group-text u-form__text">
<span class="fa fa-lock u-form__text-inner"></span>
</span>
</div>
<input type="password" class="form-control u-form__input" name="password"
required
placeholder="Password"
aria-label="Password"
data-msg="Your password is invalid please try again"
data-error-class="u-has-error"
data-success-class="u-has-success">
</div>
</div>
<!-- End Input -->
<!-- Input -->
<div class="js-form-message mb-4">
<div class="js-focus-state input-group u-form">
<div class="input-group-prepend u-form__prepend">
<span class="input-group-text u-form__text">
<span class="fa fa-key u-form__text-inner"></span>
</span>
</div>
<input type="password" class="form-control u-form__input" name="confirm_password" id="confirmPassword"
required
placeholder="Confirm password"
aria-label="Confirm password"
data-msg="Password does not match with confirm password"
data-error-class="u-has-error"
data-success-class="u-has-success">
</div>
</div>
<!-- End Input -->
<!-- Checkbox -->
<div class="js-form-message mb-5">
<div class="custom-control custom-checkbox d-flex align-items-center text-muted">
<input type="checkbox" class="custom-control-input" id="termsCheckbox" name="terms_confirm" value="1" required data-msg="Please accept our terms and conditions"
data-error-class="u-has-error"
data-success-class="u-has-success">
<label class="custom-control-label" for="termsCheckbox">
<small>
I agree to the
<a class="u-link-muted" href="https://pdfkiwi.com/terms-conditions">Terms and conditions</a>
</small>
</label>
</div>
</div>
<!-- End Checkbox -->
<div class="mb-2">
<button type="submit"
class="btn btn-block btn-primary u-btn-primary transition-3d-hover">Get started </button>
</div>
<div class="text-center mb-4">
<span class="small text-muted">Already have account?</span>
<a class="js-animation-link small" href="javascript:;"
data-target="#login"
data-link-group="idForm"
data-animation-in="slideInUp">Login </a>
</div>
<div class="text-center">
<span class="u-divider u-divider--xs u-divider--text mb-4">Or</span>
</div>
<!-- Login Buttons -->
<div class="d-flex">
<a class="btn btn-block btn-sm u-btn-facebook--air transition-3d-hover mr-1"
href="#">
<span class="fab fa-facebook-square mr-1"></span>
Facebook
</a>
<a class="btn btn-block btn-sm u-btn-google--air transition-3d-hover ml-1 mt-0"
href="#">
<span class="fab fa-google mr-1"></span>
Google
</a>
</div>
<!-- End Login Buttons -->
</form>
</div>
<!-- End Signup -->
<!-- Forgot Password -->
<div id="forgotPassword" style="display: none; opacity: 0;" data-target-group="idForm">
<form class="js-validate" action="https://pdfkiwi.com/recover-account" method="post">
<!-- Title -->
<header class="text-center mb-7">
<h2 class="h4 mb-0">Forgot your password?.</h2>
<p>Enter your email address below and we will get you back on track</p>
</header>
<!-- End Title -->
<!-- Input -->
<div class="js-form-message mb-4">
<div class="js-focus-state input-group u-form">
<div class="input-group-prepend u-form__prepend">
<span class="input-group-text u-form__text">
<span class="fas fa-envelope u-inner-form__text"></span>
</span>
</div>
<input type="email" class="form-control u-form__input" name="email" required
placeholder="Email address"
aria-label="Email address"
data-msg="Please enter a valid email address"
data-error-class="u-has-error"
data-success-class="u-has-success">
</div>
</div>
<!-- End Input -->
<div class="mb-2">
<button type="submit"
class="btn btn-block btn-primary u-btn-primary transition-3d-hover">Request reset link </button>
</div>
<div class="text-center mb-4">
<span class="small text-muted">Remember your password?</span>
<a class="js-animation-link small" href="javascript:;"
data-target="#login"
data-link-group="idForm"
data-animation-in="slideInUp">Login </a>
</div>
</form>
</div>
<!-- End Forgot Password -->
</div>
</div>
<!-- End Content -->
</div>
<!-- Footer -->
<footer class="u-sidebar__footer u-sidebar__footer--account">
<ul class="list-inline mb-0">
<li class="list-inline-item pr-3">
<a class="u-sidebar__footer--account__text"
href="https://pdfkiwi.com/terms-conditions">Terms and conditions</a>
</li>
<li class="list-inline-item">
<a class="u-sidebar__footer--account__text" href="https://pdfkiwi.com/help">
<i class="fa fa-info-circle"></i> Help </a>
</li>
</ul>
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<div class="position-absolute-bottom-0">
<svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px"
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<circle class="u-fill-warning" cx="232.5" cy="34" r="2"/>
</svg>
</div>
<!-- End SVG Background Shape -->
</footer>
<!-- End Footer -->
</div>
</div>
</aside>
<!-- End Account Sidebar Navigation -->
<!-- ========== END SECONDARY CONTENTS ========== -->
<!-- Go to Top -->
<a class="js-go-to u-go-to" href="#"
data-position='{"bottom": 15, "right": 15 }'
data-type="fixed"
data-offset-top="400"
data-compensation="#header"
data-show-effect="slideInUp"
data-hide-effect="slideOutDown">
<span class="fa fa-arrow-up u-go-to__inner"></span>
</a>
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