IT Administrator's Guide

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IT Administrator's Guide

  1. 1. IT Administrator’s Guide Version 4.6 CMS Inc. 1104 North Anita Avenue Tucson, Arizona 85705 Phone: (520) 792-0238 Fax: (520) 884-9571 www.cmsdiginet.com
  2. 2. CMS, INC. No part of this manual may be reproduced, including printing, copying, or digital reproduction, without the express written permission of CMS, Inc., developers of DigiNet e- Services. Microsoft, Windows, Microsoft SQL Server, Internet Information Server (IIS), Linux, Novel NetWare, Sun, Macintosh, Crystal Reports, and DigiNet / PC-Cop used herein are registered names. All materials are copyright 2004 or earlier. CMS, Inc. www.cmsdiginet.com (520) 792-0238 DigiNet e-Services Page 2
  3. 3. CMS, INC. About this Guide This guide describes how to install, configure, and operate PC-Cop PC Time Management and Scheduling System, and DigiNet Pay to Print Vend and Management System software developed by CMS Inc. This is a complete operations guide. Due to the extreme amount of customization the software allows for, not all functionality may be utilized by your organization. Therefore not all instructions and procedures may be applicable to everyone. By taking the time to review this manual you will gain a complete understanding of the software and how it is installed, configured, and operated. A thorough understanding of the material in this guide and its appendixes is strongly recommended before beginning an install. CMS, Inc. www.cmsdiginet.com (520) 792-0238 DigiNet e-Services Page 3
  4. 4. CMS, INC. Table of Contents Section one – Overview …...........................................................................................6 PC-Cop PC Time Management & Scheduling System……………………………7 DigiNet Pay to Print Vend and Management System……………………………..7 Section Two – Requirements and Pre-Installation Information…………………………..10 Administrator / Installer Knowledge Requirements………………………………...12 System Requirements…………………………………………………………………13 Setup Information……………………………………………………………………15 SIP/Patron API Certification………………………………………………………...16 Quick Installation Checklist…………………………………………………………..17 Pre-Installation Checklists…………………………………………………………….18 Section Three – System Components………………………………………………………31 Database Server (DBS)...…………………………………………………………….33 Print Tracking Server (PTS)….……………………………………………………….33 Release Station Server (RSS)………………………………………………………..34 e-Services Self Service Kiosk (Kiosk).………………………………………………35 e-Services Admin Console (PC-Cop Admin Console)….....................................36 e-Services Client (Client)……………………………………………………………..36 Macintosh Clients (DigiNet Print Vend Only)……………………………………….37 Section Four – Installing the Software……………………………………………………....37 Database Server (DBS)……………………………………………………………….40 Print Tracking Server (PTS)…………………………………………………………..42 Kiosk…………………………………………………………………………………….46 Admin Console…………………………………………………………………………48 e-Services Management Console……………………………………………………49 e-Services Client……………………………………………………………………….50 Section Five – Configuring the Software……………………………………………………54 Print Tracking Server Connection to the Database………………………………..55 Connection to External Authentication Systems……………………………………58 Kiosk…………………………………………………………………………………….59 e-Services Kiosk User Environment Behavior……………………………………...68 PC-Cop Admin Console Connection to the Database……………………………..76 e-Services Management Console……………………………………………………92 Section Six – Macintosh Installation for Print Vend System………………………………96 Section Seven – How the Software Works………………………………………………..101 Section Eight – MMC Configuration………………………………………………………..119 MMC Console Administration……………………………………………………….120 DigiNet e-Services Page 4
  5. 5. CMS, INC. APPENDIX Appendix A – Installing MS SQL Server…………………………………………...129 Appendix B – Installing MDAC……………………………………………………...143 Appendix C – Silent Install of the DigiNet e-Services Client…………………….145 Appendix D – Differences Between SQL Server and MSDE……………………147 Appendix E – Gates Foundation Computers……………………………………...148 Appendix F – Troubleshooting……………………………………………………...150 Appendix G – Contact Information…………………………………………………162 DigiNet e-Services Page 5
  6. 6. CMS, INC. This page has been left blank for your notes: ________________________________ ________________________________ ________________________________ ________________________________ ________________________________ ________________________________ ________________________________ ________________________________ ________________________________ ________________________________ ________________________________ ________________________________ DigiNet e-Services Page 6
  7. 7. CMS, INC. Section One - Overview DigiNet e-Services Page 7
  8. 8. CMS, INC. Section One – Overview Your library has acquired DigiNet e-Services PC Management System to improve customer services, to enable patrons scheduling and/or reservations of PC’s and/or curb/reduce printing costs by vending public print documents, and to ensure equity of PC and printer accessibility by all your customers. DigiNet e-Services is a Print and PC Time Management Enterprise-wide Solution designed to track, charge and control print, copy and PC time usage for networked and local printers and computers. PC time can be managed for both authenticated patrons/users and unidentified guest users. DigiNet e-Services are marketed as two different products: PC-Cop PC Time Management and Scheduling, and DigiNet Print Management System. PC-Cop PC Time Management and Scheduling System PC-Cop is a centralized system for the allocation and enforcement of time and use limits for public access computers. With PC-Cop controlling computer usage, patrons require a patron Name or a patron ID card and password/PIN to obtain access to specific computers. Authorization is given for a configurable amount of time. In areas where computers are available to the public, quite frequently confrontations arise between staff and public PC users and often among the patrons themselves. With PC-Cop, the library now has the simplest and best way to control computer usage; patrons require a password to obtain access to a specific computer and authorization is given for a configurable amount of time. With PC-Cop, confrontations are eliminated. PC-Cop helps the library avoid these problems altogether by blocking access to the computer when a patrons predetermined time limit has expired. PC-Cop will not double-schedule a public access computer. PC-Cop has configurable warnings to alert patrons that their pre-assigned time limit is ending. This allows the patron to save, print, or exit the work started during the session. Many institutions manually schedule patron PC use. This archaic process is subject to many inherent problems such as double booking a computer, assigning an incorrect computer to a patron, or confusing waiting list times. Staff intervention is often required to get the patrons off the PC at the end of their allotted time. With PC-Cop, walk-up users can be assigned the next available computer that runs the applications they require. If the next available computer is not convenient to the patron, a computer may be reserved by time and date. With PC-Cop, computer availability is handled on a first-in-first-served basis. If PCs are not available, PC-Cop will inform patrons of the next available time and the next available computer. Using PC-Cop eliminates the pen-and-paper waiting list and reservation list headaches and the staff time required to manage your public use PC’s. DigiNet e-Services Page 8
  9. 9. CMS, INC. Smaller libraries with limited budgets may choose to install PC-Cop on each public PC to control access and to manage the session time for patrons. The Management Console allows the staff to manage sign up for PC's, extend sessions, and accumulate statistics. Using the Self-Service Module and a dedicated PC or a DigiNet Release Station PC as a Kiosk, the Library can allow the public to schedule their own use of PC's with no staff intervention. To authenticate patrons with the library’s circulation (automation) management system, PC- Cop uses an Authentication Module to link directly with the Patron database via the 3M Checkout Protocol (SIP2), Innovative Interfaces Inc. Patron API, or Windows 2000 Active Directory. Based on the configuration and modules, installed sessions can be automatically extended if there is nobody waiting for a PC. PC's left unattended because of completion of a session early are automatically restored to their locked mode. Statistics can be accumulated and reports generated about use, frequency, average session time, and numerous other reporting criteria. PC-Cop has extensive scalability in its operation. Numerous settings can be configured for individual library and/or school requirements. All system messages can be customized to suit individual preferences. System messages can be visual messages or tones. The applications to start each new session can be predetermined by the library staff, for example, each new patron can be presented with the library’s home page upon login. DigiNet Pay to Print Vend and Management System The DigiNet Pay to Print Vend and Management System manages network printing on public-access personal computers. The primary purpose of this software is to count pages and calculate the costs per page and visually advise the patron of total pages and costs prior to actually printing a job from the print release station. In the Pay to Print network solution the user prints a job from any workstation and is asked to optionally type in a user name and password. The user can submit as many jobs as desired and when they are ready to retrieve their jobs, they simply go to the self-service Print Release stations. At this payment station the user selects their print job and then the Print command. They are asked to enter their optional print job password that was attached to the print job at the time of printing from the workstation. The user is asked to insert a card into the reader, open an online cash account, or insert coins and bills into the cash acceptor. The user then receives a confirmation containing the number of pages and their associated costs. If the user agrees, they select the command to send the job to the printer or they may cancel the job. If their card/online account has sufficient funds, or if they have inserted sufficient cash, the print job is released to the printer. If the patron does not have enough credit on their card/online account to satisfy their print cost they simply insert coins or cash to satisfy the amount. The card/online account will be deducted first, so patrons will never have an unusable balance on their card/online account as is common with other card systems. The self-service Print Release Stations may also be configured to show only the jobs of the person that logs in with an authenticated name and the card number. This addresses privacy issues, if they are of concern to the Library. The payment process is the same. This station also becomes the cash value adding station for vend cards. Patrons will no longer have to visit multiple machines to accomplish a simple printing task. DigiNet e-Services Page 9
  10. 10. CMS, INC. DigiNet allows the library to customize many of the instructions to library patrons in English or Spanish to facilitate the use of the Pay to Print and PC Time Management systems. For user convenience, all supplied CMS debit card meters display the value for any card that is inserted as well. All products allow the staff to have staff cards or accounts to override the system. Usage can be tracked by department or individual staff member and by credit or debit method. The basic configuration of the DigiNet Print Tracking Solution is to allow the library to charge patrons for printing while maintaining a record of print usage. In the online debit account mode, patrons open an account using their existing library card number, patron name, driver’s license number, or any account identifier the library chooses. Once an account is created the patron may deposit funds at a Kiosk using commercial credit cards (Visa/MasterCard, AMEX, Discover, etc.), and/or currency. Another option is to pay at a counter by giving staff money to make a deposit into the patron’s account. When a patron submits a print job from any controlled workstation they are requested to type in their account information and to verify this with a password they’ve created. If the login information matches the patron record in the DigiNet e-Services database, the patron is displayed a dialog box showing the job name, the patron’s account, the account balance, the cost of the job, and the new account balance after the job is submitted. DigiNet e-Services is configured to operate in a "print and hold until paid" mode. In this mode the patron prints jobs from any workstation, including controlled personal laptops, and the print job is submitted to a storage bin on the Print Tracking Server. The patron can then visit any Print Release Station to pay for and print the job to a system-controlled printer. Payment for prints and copies can be made using an online cash debit account, or with coins and bills. CMS has designed DigiNet e-Services to allow online account deposits using cash at the same Print Vend Release Station, allowing for reduced computer requirements. By adding more functions to the Print Vend Stations, CMS has converted the machine to a KIOSK for paying for prints and depositing funds into online debit accounts. This KIOSK can also allow for scheduling PC usage to public PCs. It can also function with any commercial online Patron ID database system such as BLACKBOARD, DIEBOLD, CBORD, Dynix, Horizon, SIRSI, Gaylord, Innovative Interfaces Inc., etc. with the integration of the appropriate communication gateway. Print jobs can be tracked when: • Printing to a printer’s network port • Printing through NT/2000/XP print servers • Printing directly to a PC’s local parallel or serial port • Printing to a facsimile or multi-function device (MFD) DigiNet e-Services Page 10
  11. 11. CMS, INC. Print jobs can also be monitored without user intervention. This is referred to as DigiNet “stealth mode”. Administrators can require that information be entered before print jobs are allowed to proceed. DigiNet e-Services can also be also a system-wide printer expenditure tracking solution. It is a server-based software package that manages and monitors printing resources over wide and local area networks. The software components can be installed together on one server, or separately on different servers, depending on the size and server demand of the organization. In fact, each element of the installation may reside anywhere on the intranet. This valuable feature allows DigiNet e-Services to provide true enterprise-wide print tracking and PC management features. With this, DigiNet can track printing and PC usage in any size organization, whether it is located all in the same building, in separate buildings a block apart, a mile apart, 10 miles, apart, 100 miles apart, or anywhere on the globe through the Internet. The decision to use multiple database servers is based on the size of the organization and the expected demand on the servers. Generally, there will be only one database, but in very large environments there may be a need to cluster multiple database servers acting as one database. There may also be, depending on the need, a combination of MSDE and SQL Server for replication between branches and a central site. Having given a general overview of PC-Cop PC Time Management and Scheduling System and DigiNet Pay to Print Vend and Management System, it is appropriate to mention that both applications are extremely customizable. All of the features mentioned can be enabled or disabled according to the wishes of the administrator. DigiNet e-Services Page 11
  12. 12. CMS, INC. Section Two - Requirements and Pre- Installation Information DigiNet e-Services Page 12
  13. 13. CMS, INC. Administrator/Installer Knowledge Requirements This Administrator’s Guide assumes that the installer/administrator of the product is an Information Technology professional with at least the following skills. 1. Working knowledge of the platform being installed: Windows 9.x, Windows NT, Windows 2000 and XP, Macintosh including the ability to: • Create folders • Setup printers • Share printers and attach to shared printers • Create ports for printers • Share folders and connect to shared folders • Install software • Troubleshoot network problems • Setup and configure TCP/IP • Edit system files • Add and configure MMC snap-ins 2. Knowledge of MSDE or SQL Server, including the ability to: • Install both products without assistance • Install service packs • Create a new database in SQL Server • Run queries in SQL Server Query Analyzer 3. A solid understanding of the system components outlined in this manual. DigiNet e-Services Page 13
  14. 14. CMS, INC. System Requirements Database Server • Windows XP Pro with latest Service Pack or • Windows 2000 Pro or Server with SP3 • Microsoft SQL Version Server 7.0 with SP4 or greater or • Microsoft SQL 2000 • Pentium III 600 Mhz or higher recommended • 256 MB RAM (512 strongly recommended) • 500 MB Hard Drive Space to allow for database growth • Network Interface Card • Remote Access thru terminal services, VPN, or PCAnywhere is desired for CMS support. Print Tracking Server and/or PC-Cop Admin Console • Windows XP with the latest Service Pack or • Windows 2000 Pro or Server with SP3 • Pentium III 600 Mhz or higher recommended • 256 MB RAM (512 strongly recommended) • 2 MB Hard Drive Space • Network Interface Card • Remote Access thru terminal services, VPN, or PCAnywhere is desired for CMS support • 500 MB Hard Drive Space to allow for print spooling DigiNet e-Services Page 14
  15. 15. CMS, INC. DigiNet Kiosk • Windows XP with latest Service Pack or • Windows 2000 Pro or Server with SP3 • Pentium II 300 Mhz or higher recommended • 256 MB RAM • At least 1 serial port (COM1 or COM2 should be available). If using coin/card and bill 2 COM ports will be a must. • Remote Access thru terminal services, VPN, or PCAnywhere is desired for CMS support • Network Interface Card Windows 2000 Clients • Windows 2000 Professional • Pentium 200 Mhz or higher recommended • 64 MB RAM • 2 MB Hard Drive Space • DNS and WINS must be activated • Network Interface Card Windows NT Clients • Windows NT Workstation 4.0 • Pentium 200 Mhz or higher recommended • 64 MB RAM • 2 MB Hard Drive Space • DNS and WINS must be activated • Network Interface Card • Service Pack 6 or greater Windows 98 Clients • Pentium 200 or higher recommended • 32 MB RAM • 2 MB Hard Drive Space • Network Interface Card DigiNet e-Services Page 15
  16. 16. CMS, INC. • Windows 95 clients not supported! Macintosh Clients • System 8.9 or higher • PPC 601 or higher recommended • 32 MB RAM • 2 MB Hard Drive Space • Network Interface Card Setup Information This page is intended to be a reference to the administrator/installer during installation and/or troubleshooting. It is strongly recommended that you use this page to write down the appropriate information in order to ensure consistency and naming conventions. Keep this page handy during installation. It may be useful to identify server and kiosk machines after reading and understanding the System Components section. Note: Static IP’s are required for the Database Server, Print Tracking Server and Admin. Console machines. WINDOWS LOGIN (must be administrator) Administrators: If you are on a domain you need to be a domain administrator with administrative rights on the local machine. If you are in a workgroup you need to be a local administrator. DATABASE SERVER Name(s) & IP(s): PRINT TRACKING/RELEASE STATION SERVER Name(s) & IP(s): DigiNet e-Services Page 16
  17. 17. CMS, INC. PC-COP ADMIN CONSOLES Name(s) & IP(s): KIOSK Name(s) & IP(s): PRINTERS Name(s) & IP(s): SIP/Patron API Certification It is imperative that CMS certify your SIP or PatronAPI connection before starting an installation. The following information is needed for testing the SIP/Patron API connection: 1. Name of your SIP vendor 2. SIP server version 3. SIP server’s name and external IP address 4. Connection type: telnet or socket 5. SIP login account name and password 6. login username, password, and ready prompts 7. sample patron IDs and PINs In case your SIP server is behind firewall, you may need CMS’s external IP address, which is 66.162.43.231. DigiNet e-Services Page 17
  18. 18. CMS, INC. Quick Installation Checklist This is the order in which installation should be performed: Installed SQL Server 7.0 or MSDE Installed SQL Service Pack for security Created Service account Assigned “Log on as Service” right to DigiNet Service account Created DigiNet database Added service account and users to database logins Added service account to ServiceAccount role Added users or groups to Admin role Installed Print Tracking Server Entered license key Entered correct service account name Installed DigiNet Kiosk Entered correct server name Installed MMC Console Setup sites and locations Add printers DigiNet e-Services Page 18
  19. 19. CMS, INC. Pre-Install Checklists CMS requires that a Pre-Install Checklist be filled out and returned to CMS before an installation. The forms follow in the preceding pages, along with other useful pre-installation forms and requirements. Note: It may be useful to review the System Components section before completing the following forms. DigiNet e-Services Page 19
  20. 20. CMS, INC. Pre-Installation Check List Item Description Notes Done Provide customer name and proposed install date. Customer:___________________________ 1 Date:_______________________________ 2 Customer will need to provide logins and passwords to ALL computers (severs, clients). Is this possible Yes______ No_______ Customer will need to provide unrestricted access to the client computers, including network access, 3 Yes______ No_______ Windows RUN command, access to CD ROM and disk drives, etc. Customer will need to temporarily disable or remove security software during the install phase to allow for 4 Yes______ No_______ installation and testing Customer will need to provide 2 people for training who can then provide the training for the rest of the Yes______ No_______ 5 staff. The trainers will be committed to the scheduled training. Training will be scheduled after the installation of the first client and release station is operational. Trainers:________________________________ Yes______ No_______ 6 Are there any Microsoft Gates computers involved in the installation? Gates Computers:________________________ Yes______ # of Locations: ______ Name(s):________________________________ 7 Are there multiple locations? (Branches, additional Bldg’s)? ________________________________________ ________________________________________ ____________________________________ 8 How are the locations connected? (WAN, T1, frame relay, etc) Type:_____________ 9 Identify Server(s) and Kiosk(s) computers. Static IPs are required for the Database Server, Print Tracking Database Server Server and Admin Console machines. Computers will need to be already installed and allocated prior to our arrival in the designated areas. Customer must provide access to all areas. (Use the Supplementary Name & IP:_________________________ Form to write the computer names) Print Tracking Server/Release Station Server Name(s) & IP(s):_________________________ PC-Cop Admin Consoles Names(s) & IP(s):________________________ DigiNet e-Services Page 20
  21. 21. CMS, INC. Kiosk Name(s) & IP(s):_________________________ Each Release Station (Kiosk) must have an Open Com Port (RS-232) for the Coin/Bill Unit and if also 10 using Cards a Second available Com port. If receipt is expected, one parallel port is also required for Yes______ No_______ receipt printer. Is this available? Is there a provision for the hardware that will be installed? Coin Boxes, meters and printers will need 11 tables, stands and the ability to secure the vend units. Should include all locations/items check each one Yes_______ No______ as completed. (Use the Supplementary Form to write the location names and any useful information) CMS will need working IP addresses for all printers in the system. Walk thru all printers and print a test page of each printer if necessary and write down the IP value next to the computer name to which each 12 IP Addresses attached? Yes_____ No______ printer will print to. This will be used later in the software install. Static IPs are required for all the printers. (Use the Supplementary Form to write the location names and any useful information) Remote Access and Port Info:_______________ The customer will need to provide CMS with remote desktop access to the main server. Windows Terminal Services, PC Anywhere or any other program can be used too. If this is not provided, STOP and User Name:_________________ 13 contact CMS before you go any further. Provide the user name and password for remote access as well Password:__________________ as any special instructions Domain: ___________________ Request all license keys be sent to you prior to CMS arrival. If you don’t have them, e-mail licenses@cmsdiginet.com and provide the customer name, number of PCs and the names of the 14 License keys received? Yes____ No______ computers used for Print Tracking Server/PCCop Admin Console. Create a text file on server. Call it Licenses.txt. Copy and paste all licenses to be used and save the file. Domain or Workgroup:_______________ Is domain or workgroup used for your network? Assign CMS an Administrative account to access the e-Services Account:_________________ server. If a Domain is being used, a Domain Administrative account is desired. This account will also be 15 User Name:_________________ used to install the software services in order to access the database. This is very important when setting up e-services. Write this account down and save it for further use. Password:______________ Domain:________________ Yes________ No_________ 16 Have you downloaded and installed the latest Microsoft Updates and service Packs? If so please list ________________________________________ ________________________________________ _____________________________________ 17 Are all Windows updates installed on the Kiosks computers? Microsoft lists all their updates in two main Yes_______ No__________ DigiNet e-Services Page 21
  22. 22. CMS, INC. categories Critical Updates and Windows updates. Make sure ALL current critical updates are installed in all kiosks and release stations. Internet Explorer 6 SP1 is very important too. Go to Start->Windows Update and scan all computers for updates Can all computers involved communicate with the server thru the network? Net BIOS names Yes________ No__________ must be resolved. A simple test is usually to send a PING command in a DOS window (Ping 18 both name and IP). Also PING the printers’ IP addresses to make sure there is no problem Issues:______________________________ communicating with them too. In case of any problems, don’t continue until this is resolved. ____________________________________ (See appendix to know detail requirements) _________________________________ Install Microsoft SQL or MSDE. The installer with SP 3a for MSDE 2000 is at 19 Yes________ No_________ http://www.microsoft.com/sql/downloads/2000/sp3.asp Make sure Windows and SQL updates and Service Packs are installed in DigiNet Database Server(s). If running SQL 7.0 you can get the update here http://www.microsoft.com/sql/downloads/sp4ENG.asp the Updated? 20 file name is sql70sp4.exe. . If running SQL 2000, install SP 3. You can get the download at Yes_______ No__________ http://www.microsoft.com/sql/downloads/2000/sp3.asp the file name is sql2ksp3.exe Yes________ No________ Is there any firewall, anti-virus or filtering software that must be disabled before installing server and client 21 Describe_________________________________ pieces? Take any action needed. ______________________________________ Please define your Firewall(s) and how it may effect CMS software either restricting communications to 22 Explanation attached? Yes_____ No_______ the Servers or Clients Will you be able to image or Ghost the Client computers or if they will be installed manually? Make sure Ghost__________ Manual:________ you have access to the labs, libraries or any other areas where work will be performed if this is to be done 23 Describe method to be manually. In case the agreement is to install 1 machine and then customer agrees to install all other clients with a ghost or imaging program have main contact acknowledge here. used:__________________________________ Do you want to install the Internet Filtering module? If so, what type of Internet filtering software are you Filter Software:_______________ 24 using? Has it been installed? Server IP: ___________________ 25 Customer must sign off and return this document prior to CMS scheduling installation. PC Groups The following Computer Groups are common for Libraries. Please check the PC Groups you would like to utilize and add others if appropriate: DigiNet e-Services Page 22
  23. 23. CMS, INC. ____ Adult ____Children ____ Teen ____ Word Processing ____ Internet Access ____ Express ____ Lab Others__________________________________________________________ Each PC group may have its own unique rule set. Please list all the rules in the following format separately. Attach additional sheets if necessary. Server-side Configuration Option Name Description Default Value MinLimit MaxLimit Desired Value EmailNotification Send eMail to Notify Patrons No No Yes Day in advance For Mail EmailNotification-DayInAdvance 0 0 30 Notification The allowed maximum number Extension-MaxNum 10 0 9999 of extension for each session The extended session time for Extension-TimePerRequest 15 0 9999 each request Grace Period to Make GracePeriodReservation 5 0 7 Reservation Allow Using Guest Account for GuestAccountAllowed Yes No Yes Sessions GuestAccountName Guest Account User Name Guest 0 50 Hour-FridayClose Friday Close Hour 21:00 0 255 Hour-FridayOpen Friday Open Hour 08:00 0 255 Hour-MondayClose Monday Close Hour 21:00 0 255 Hour-MondayOpen Monday Open Hour 08:00 0 255 Hour-SaturdayClose Saturday Close Hour 21:00 0 255 Hour-SaturdayOpen Saturday Open Hour 08:00 0 255 Hour-SundayClose Sunday Close Hour 21:00 0 255 Hour-SundayOpen Sunday Open Hour 08:00 0 255 Hour-ThursdayClose Thursday Close Hour 21:00 0 255 Hour-ThursdayOpen Thursday Open Hour 08:00 0 255 Hour-TuesdayClose Tuesday Close Hour 21:00 0 255 Hour-TuesdayOpen Tuesday Open Hour 08:00 0 255 Hour-WednesdayClose Wednesday Close Hour 21:00 0 255 Hour-WednesdayOpen Wednesday Open Hour 08:00 0 255 e-mail@ MailAddress Webmaster Email Address 0 255 YourDomain.com MailServer Outgoing Mail Server mail.YourDomain.com 0 255 Maximum Login Duration per MaxLoginDurationDay Day in minutes (NO_LIMIT = 9999 1 9999 9999) DigiNet e-Services Page 23
  24. 24. CMS, INC. Maximum Login Times per Day MaxLoginTimesDay 9999 1 9999 (NO_LIMIT = 9999) The Maximum Number of MaxNumOfPendingReservations 10 0 9999 Pending Reservations The minimum interval between MinIntervalBtwnSessions 0 0 9999 two sessions (unit: min) Min Reservable Duration for MinReservableDuration 5 1 9999 Walkup Show Assigned Box for Waiting ShowAssignedBox 0 No Yes List Session Time Unit for Future TimeUnitFuture 30 1 9999 Reservation (unit: min) Session Time Unit for Walk Up TimeUnitWalkUp 30 1 9999 Reservation (unit:min) Session Time Unit for Guest TimeUnitWalkUpGuest 15 1 9999 Walk Up Reservation (unit:min) The number of available Extension-MinAvailableComputers 0 0 9999 computers for Extension enabled The maximum number of MaxNumOfSessionsDisplayed sessions displayed in the 10 1 9999 reservation station at Kiosk DigiNet e-Services Page 24
  25. 25. CMS, INC. Client-side Configuration Option Name Description Default Value MinLimit MaxLimit Desired Value ByPassString By Pass String cms237 0 50 Enable the Auto Extension in the ClientExtensionEnabled Yes No Yes Client Side ClientSignupEnabled Client Signup Enabled Yes No Yes Close Applications When Logged CloseAppWhenSessionEnd Yes No Yes Out DisplayComputerName Client Display Computer Name Yes 0 255 Client Display Windows Login DisplayLoginUser No 0 255 Name ExeLaunchEnabled Launch Exe No No Yes ExeName Launched Exe Name 0 255 Launched Exe Parameters, e.g. ExeParameter www.cmsdiginet.com for Internet 0 255 Explorer Grace Period to Login in Minutes GracePeriodLogin 5 1 255 (NO_LIMIT = 9999) Inactivity Timeout in Minutes InactivityTimeout 5 1 9999 (NO_LIMIT = 9999) InactivityWarnEnabled Warn for Inactivity Timeout Yes No Yes This computer has been idle for . 2 InactivityWarnMsg Inactivity Warning Message minutes. Please click Ok to continue 0 255 with your session. InactivityWarnTime Warn Inactivity Time Ahead 2 1 60 InternetPolicyEnabled Display Internet Policy No No Yes InternetPolicyURL The URL for Internet Policy www.cmsdigninet.com 0 255 The Maximum Number of Lock-MaxAllowedTime minutes allowed to lock the 10 0 1440 computer This computer will be held for you. The warning message for locking Lock-WarningMessage Please come back as soon as 0 255 computers possible. ClientUserID-Label The label for User ID field Library Card #: 0 20 ClientUserID-UnmaskedDigitNum Unmasked Digit of UserID 3 0 15 Waiting for Assignment ... This WaitMsg Wait Message computer is available for SELF 0 255 SERVICE sign in. Warn-FirstEnabled Warn First Time Enabled Yes No Yes Warning Message for the First You have 10 Minutes left in this Warn-FirstMsg 0 255 Warning session. Warn-FirstTime Time Ahead for the First Warning 10 1 60 DigiNet e-Services Page 25
  26. 26. CMS, INC. Warn-SecondEnabled Warn Second Time Enabled Yes No Yes Warning! Your session will end in 3 Warning Message for the Warn-SecondMsg minutes. Please save your work and 0 255 Second Warning prepare to log off. Time Ahead for the Second Warn-SecondTime 3 1 60 Warning The Welcome Message Welcome to Tucson-Pima Public WelcomeMsg Displayed at the Top of Client 0 50 Library! Screen ClientPassword-Label The Label for Password PIN # 0 20 Prevent the ability to extend the ClientMaxPostExtendTime seesion until this certain time is 10 0 9999 left in the session The URL for the customized GraphicURL Cmsi7500xpeServicestppl.bmp 0 255 library logo graphic The URL for the customized BackgroundURL Cmsi7500xpeServicesws1.gif 0 255 workstaion background UserNameCharset The Charset for UserName Filter 0123456789 0 255 If use internet Filter. 1 = Filter InternetFilter 0 0 1 On; 0 = Filter Off The Browser Type at the InternetFilter-BrowserType IE6 0 255 workstation The proxy settings for Internet InternetFilter-ProxySettings 0 255 filter. (e.g. 196.168.0.10:8080) Clean Internet URL history, CleanTemporaryFiles Internet and local temporary files Yes No Yes after user logoff Disable minimizing the Timer DisableMinimizeEvent No No Yes dialog in PCCop client Customer Contact Name:____________________ Signature:_________________________ CMS Personnel Name:__________________________ Signature:_________________________ DigiNet e-Services Page 26
  27. 27. CMS, INC. Supplementary Form Customer: _________________________________________ Print Tracking Server Name: _______________________________________ RS Computer Name Printer IP assigned Location Hardware Connected DigiNet e-Services Page 27
  28. 28. CMS, INC. Admin Console Computer Location Clients in charge Name DigiNet e-Services Page 28
  29. 29. CMS, INC. Network Connections(a) Requirements in DigiNet e-Services System DigiNet External Database Admin PC-Cop Internet /Release station Kiosks Print Servers Print Clients Database Server Consoles Clients Filtering Server Servers Server(b) Admin Database DigiNet/Release Kiosks Consoles Server Database Station servers connect to connect to connects to Server connect to Database Database External Database Server Server Server Database Kiosks DigiNet DigiNet/Release connect to Print Servers DigiNet/Release /Release Station servers DigiNet/ connect to Station Servers Station connect to Release DigiNet/Release connect to Print Servers Database Server Station Station Servers Clients servers Kiosks connect Kiosks connect to DigiNet/ Kiosks to Database Release Station Server servers PC-Cop Admin Consoles Clients Admin connect to connect to Consoles Database Server Admin Consoles Print Servers Print Clients Print connect to connect to Print Servers DigiNet/Release Servers Station Servers DigiNet/Release Print Clients Print Station Servers connect to Print Clients connect to Print Servers Clients PC-Cop PC-Cop Clients Clients PC-Cop connect to connect to Clients Internet Filtering Admin Server Consoles (a) Connection requires IP and Name resolution (b) External Database Server can be SIP Server, PatronAPI server, CBOARD Server, BLACKBOARD Server, etc. DigiNet e-Services Page 29
  30. 30. CMS, INC. DigiNet e-Services Architecture Internet Filtering Server Admin PC Cop Consoles Clients DigiNet/Release Print Database Station Servers Clients Server Print Servers Kiosks External Database Server Internet Filtering Notes: The lines(IFS) Server represent the network connections, which, initiate from the sides without arrow to the sides with arrow. For example, A? B means machine A should be able to resolve machine B’s name and IP by using the Ping command at machine A: ping B. DigiNet e-Services Page 30
  31. 31. CMS, INC. Section Three - System Components DigiNet e-Services Page 31
  32. 32. CMS, INC. Section Three – System Components The basic System Network Layout is as follows: The system component names and their abbreviations are: • Database Server (DDS) • Print Tracking Server (Print Tracking Server = PTS) • Release Station Server (RSS) • e-Services Self-Service Kiosk (Kiosk) • e-Services Admin Console (PC-Cop Admin Console) • e-Services Client (Client) From now on, the Pay to Print Vend System component will be called “DigiNet” and the PC Time Management Component will be called “PC-Cop” for short. DigiNet e-Services Page 32
  33. 33. CMS, INC. Database Server (DDS) Microsoft SQL Server or MSDE is required for e-Services. The DDS consists of the e- Services database that is created in Microsoft SQL Server or MSDE. This contains the tables, queries, and stored procedures used by e-Services. DigiNet e-Services uses the free MSDE for installations with 5 or less Admin Consoles and Kiosks in any combination or Microsoft SQL Server version 7.0 or higher for institutions with more than 5 Admin Consoles and Kiosks in any combination to form a powerful management system. The Database Server will install and register the following files: Print Tracking Server (PTS) The PTS is also called the DigiNet Server in the Installer and in this manual. The PTS piece provides print authorization to all print servers or clients. Each print job is run through a series of Add-ins, each of which can check the authorization of the print job and cancel the print job if necessary. Add-ins can include: DigiNet e-Services Page 33
  34. 34. CMS, INC. • Parsing the print job. • Relaying records to the database. • Requiring a pop-up dialog box with each print job. The Print Tracking Server will install and register the following files: Release Station Server (RSS) The Release Station Server piece works in conjunction with the Print Tracking Server (PTS) and provides print authorization to all Print Release Station Clients. Each print job is also run through a series of Add-ins, each of which can check the authorization of the print job and cancel the print job if necessary. Add-ins can include: • Pay at workstation with Online Cash Accounts or Smart Cards • Release Station and pay with Online Cash Accounts, Cash, Magnetic Cards, Smart Cards • Requiring a pop-up dialog box with each print job. The Release Stations Server will install and register the following files: DigiNet e-Services Page 34
  35. 35. CMS, INC. e-Services Self-Service Kiosk (Kiosk) The Self-service Public-Use Kiosk allows Patrons to log in by scanning or typing in their Library Card and Password. The application then authenticates the Patron against the Library’s Automated Circulation System. Once authenticated, the application displays the Main Menu where Patrons can self-assign a PC session, pay for print jobs with online account or with coins/bills, and deposit money into their online account. The Kiosk can be configured with different charge methods. It also features different looks and options to configure it and adapt it to the customer needs. The Kiosk offers a series of Add-ins that allow the end user to interact with the system in self-service operation. The current add-ins are: • Main Menu – Provides a starting point for the user • Print Release Station – Pay for a print job • Money Transfer – Add cash to an Online Debit Account or to a Debit Card • Reservation Station – Schedule a PC session • Copy Station – Control Multi-functional Copier/Printer at the Kiosk • Show Web – Display an User Environment Web page without Browser Controls+ The Kiosk will install and register the following files: DigiNet e-Services Page 35
  36. 36. CMS, INC. e-Services Admin Console (PC-Cop Admin Console) The PC-Cop admin console helps staff assign and reserve PCs. It also provides several other Staff-only configuration settings when using the PC-Cop Personal Computer reservation management system. This component resides on staff machines only. It is used to help patrons by administering PC sessions and to allow staff to configure some options for internal use. The Admin Console will install and register the following files: e-Services Client (Client) The Client Software notifies the PTS piece that a print job has been submitted and sends the job to PTS to be run through the Add-ins. The Client consists of a custom print processor and a mechanism for relaying print jobs to the PTS. The end user will be prompted with a pop-up dialog window that can also be configured only by the administrator. The end user is DigiNet e-Services Page 36
  37. 37. CMS, INC. given valid, authorized selections to narrow the tracking feature in order to charge back to an existing account, project, user name, group, etc. The Client also configures whether the current computer will be used as a workstation only, release station and workstation or CMS Kiosk for payments among other features. The Client piece also includes the PC-Cop software that manages time on a client as well as an Idle Time Tracking piece that reports any idle time to the client and requires proper action be taken. The Client will install and register the following files: Macintosh Clients (DigiNet Print Vend Only – optional) Non-Windows clients are available for Macintosh for pay to print only. Personal Computer reservation system does not support non-Windows clients. The client software allows printing to be logged even if printing to a local parallel or serial port. When client software is installed, it is acting as the DigiNet Print Server piece. Client software is required if information is required from the user for each print job. The files required vary according to the platform supported. These pieces way function with slight differences from their Windows counterparts and usually require a different server to operate properly. DigiNet e-Services Page 37
  38. 38. CMS, INC. Section Four – Installing the Software DigiNet e-Services Page 38
  39. 39. CMS, INC. Section Four – Installing the Software In Section 2 there is a checklist of required steps for the complete installation of all software pieces needed for a total working installation. One will find these very helpful in planning and performing the installation, and later supporting DigiNet e-Services. Please remember that not all functionality is required, as the software will be customized to suit your needs. Before installing DigiNet e-Services, the following information should be gathered. • Have Administrator login information and log in as a local Administrator when installing all products. • Have DigiNet e-Services installers, Microsoft SQL Server or MSDE, Service Pack files for Windows. Service Pack can be downloaded at the Windows Update site. • NetBIOS server names of all DigiNet e-Services servers. In this guide our server name will be “ECHO”. • Choose and write down a name and password for the DigiNet e-Services service account. • Have the license key and the Customer account name for the DigiNet e-Services software. Please email licenses@cmsdiginet.com if you don’t have one. • Domain name. • Make sure all Windows Servers that will be running DigiNet e-Services have the latest Service Pack installed before beginning installation. • Decide who will administer the site before beginning install. • Understand the installation steps before beginning. • Take your time and follow the instructions carefully. • Do not take short cuts. Please note that spelling and word/sentence case are very important when installing the software. If, for example, one names a database or server as “BOOKS1,” one must, when referring back to that database or server, spell it exactly the same way. Any variation, for example, “books1” or “books 1” will cause an error message. In the event the installation is cancelled, there are registry entries that must be reset. For specific instructions, please refer to the troubleshooting section in Appendix F. Please note that all the system pieces can be installed on one computer or on multiple computers depending on the installation requirements. Please note the component naming conventions. DigiNet e-Services Page 39
  40. 40. CMS, INC. At a minimum, we recommend that the components be installed as follows: Instal Required Component / Purpose Installer Name Dependencies l Step for: Computer * Common Stores all usage and 1. * DigiNet Database Server control data for DigiNet eServices-Installer-vX.XX-BuildXX.exe MSDE or MS SQL or PC-Cop and PC-Cop. Print Tracking Controls the DigiNet Print 2. DigiNet eServices-Installer-vX.XX-BuildXX.exe Database Server Server System * Allows Self-Service reservations * Database Server. * Cash deposits into an Print Tracking Server if * Common online debit account. used for DigiNet 3. * DigiNet Kiosk * Cash payments into eServices-Installer-vX.XX-BuildXX.exe * Card reader, coin/bill or PC-Cop Guest print jobs unit or other payment * Copier control and device payment for digital copiers Control and 4. PC-Cop Admin Console Management of PC-Cop eServices-Installer-vX.XX-BuildXX.exe Database Server Client PCs * Block unauthorized usage of PC * Print Tracking Server * Common * Time usage when used with 5. * DigiNet Client * Charge for prints eServices-Client-vX.XX-BuildXX.exe DigiNet or PC-Cop against online account * Admin Console when * Display system used with PC-Cop messages to user IF YOU ARE INSTALLING PC-COP: 1. Make sure you have MSDE or MS SQL installed. 2. Install Database Server. 3. Install Kiosk (need payment device). 4. Install Admin Console. 5. Install Client. IF YOU ARE INSTALLING DIGINET: 1. Make sure you have MSDE or MS SQL installed. 2. Install Database Server. 3. Install Print Tracking Server. 4. Install Kiosk (need payment device). 5. Install Client. IF YOU ARE INSTALLING PC-COP AND DIGINET: 1. Make sure you have MSDE or MS SQL installed. 2. Install Database Server. 3. Install Print Tracking Server. 4. Install Kiosk (need payment device). 5. Install Admin Console. DigiNet e-Services Page 40
  41. 41. CMS, INC. 6. Install Client. DigiNet e-Services Page 41
  42. 42. CMS, INC. INSTALLING the Database Server An account with administrative rights should already be created. Make sure you are logged in to Windows 2000 Server or XP Professional as an Administrator. The following steps are required to install the Database Server running with MSDE. This installer installs all the server-side components, including Print Tracking Server, Admin Console, Kiosk, CMS Database, Management Console and Crystal Reports module. DigiNet e-Services uses the MS SQL Server or MSDE 2000 as the database engine. If you don’t have a license for MS SQL Server, the installer will automatically install the MSDE for you. You must install the database in order to use any DigiNet eServices module. Install this on the machine designated as the Database Server. These instructions assume that a database has been installed and a DigiNet service account has been created. At this point, you can install the authentication method if you want to use a certain authentication method, i.e. SIP authentication, PatronAPI authentication, or Blackboard authentication. NOTE: Please temporarily disable any script blocking software on the computer. This will prevent the software from being installed correctly.  Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization.  The installer will scan your system to identify your operating system and to check if SQL is installed. If Microsoft SQL Server is not installed, you will be prompted that the system will automatically install MSDE 2000. Click “OK” to continue the installation. At this point, you can install the gateway to the External Patron Authentication System using SIP, PatronAPI, Blackboard or CBORD. Choose the required gateway for your Library.  The installer will request the Service Account Information. The Service Account should already be created. If not, please refer the “Create a Service Account” section in Appendix A. If the system is being installed on a Domain with multiple sites (buildings) the Service Account should be a Domain User. Administrator rights DigiNet e-Services Page 42
  43. 43. CMS, INC. for this account are optional. The Domain User account should be added to the local administrator group of the Kiosks and Admin Console computers. If the system is installed in a workgroup environment and in one site (building), the Service Account can be a local user with local Administrator rights. Click NEXT to continue. Checking “Create this account” will create a service account for you, either locally or in the domain. Note that you have to be a domain administrator to create a domain account. Checking “Automatic Password Synchronization” will synchronize the password with a long random password. If the wrong Service Account user name or password is used, the installer will notify of the error. Please ensure the correct Service Account user name and password is used and retry. If the Service Account has not yet created, please refer to previous sections.  When all the necessary information has been typed in, then the installer will inform you the installation is ready to proceed. Click on Install to continue. Please wait as the installer installs the necessary files. DigiNet e-Services Page 43
  44. 44. CMS, INC.  During the installation process, you will be prompted to synchronize the time with your time server. You can also do that later by using “NET TIME ServerName /SET YES” to synchronize the time manually.  Type in the Time Server hostname or IP address and click on “OK” to continue.  When the Database Server time is synchronized with the Time Server, you will receive a notification. Click on “OK” to finish the installation.  Click on “Finish” to complete Database installation.  A reboot is recommended at this point, however it is not required. DigiNet e-Services Page 44
  45. 45. CMS, INC. INSTALLING the Print Tracking Server Make sure you are logged into Windows 2000 or XP Professional as a local Administrator. You must now install the server in order to use any DigiNet e-Services module. In order to do this, you must have first created a Service Account. The system will use the Service Account to talk to the database and will be the only component that has the right to do so. It must be a local administrator account that is given the “Log on as a service” privilege in the Local Security Settings console found in the Administrative Tools folder. To assign the account service rights, open Local Policies and User Rights Assignment. Go to Log On as a Service and add the user. If multiple Kiosks are to be used in the system, the Service Account must be added to the domain as a domain user. It is not necessary to add the user as a domain administrator. Install this module on the machine designated as the Print Tracking Server.  Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization. You will now be able to choose to install the Online Account and Release Station Server. DigiNet e-Services Page 45
  46. 46. CMS, INC.  The installer will request the Service Account Information. The Service Account should already be created during the Database Server installation. If the system is being installed on a Domain with multiple sites (buildings) the Service Account should be a Domain User. Administrator rights for this account are optional. The Domain User account should be added to the local administrator group of the Kiosks and Admin Console computers. If the system is installed in a workgroup environment and in one site (building), the Service Account can be a local user with local Administrator rights. Click NEXT to continue. Checking “Create this account” will create a service account for you, either locally or in the domain. Note that you have to be a domain administrator to create a domain account. Checking “Automatic Password Synchronization” will synchronize the password with a long random password. If the wrong Service Account user name or password is used, the installer will notify of the error. Please ensure the correct Service Account user name and password is used and retry. If the Service Account has not yet created, please refer to previous sections.  You will be prompted to enter the License Key information. If you do not have the required license keys, you can request them by e-mailing licenses@cmsdiginet.com with the name of the Windows server running the Print Tracking Server, the organization name, the number of licenses computer and the term of the license. Please type in or paste the correct Organization name (Customer Name) and License keys. The Customer Name and the License Keys are case sensitive so please pay close attention to the information typed in as it must match the information provided in the License Key email. Also, the license keys are encrypted for the licensed computer host name. The keys are not interchangeable. There are 3 possible license keys that may be entered here: DigiNet e-Services Page 46
  47. 47. CMS, INC. 1.Print Tracking Key – Print Tracking Server 2.Release Station Key – Release Station Server 3.Internet Printing Key – Internet Printing Server Click the “Verify Keys” button to verify the license information and to continue. If the information is correct, the “Next” button will be enabled. Click NEXT to continue.  When all the necessary information has been typed in, then the installer will inform you the installation is ready to proceed. Click on Install to continue. Please wait as the installer installs the necessary files.  Click on “Finish” to complete Print Tracking Server installation. DigiNet e-Services Page 47
  48. 48. CMS, INC.  A reboot is recommended at this point, however it is not a required. After the installation of the Print Tracking Server that includes the Database Connection, the Release Station Authentication and the connection to the External Authentication System, then you should configure them. Please proceed to the next steps. INSTALLING the DigiNet e-Services Kiosk Make sure you are logged into Windows 2000 or XP Professional as a local Administrator. You must now install the DigiNet e-Services Kiosk module. Install this module on the machine designated as the DigiNet e-Services Kiosk. Use this installer accordingly to your needs.  Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization. Chose the Kiosk option and select the desired add- ins. You can deselect any Kiosk components you are not going to use.  The installer will request the Service Account Information. The Service Account should already be created during the Database Server installation. Click NEXT to continue. DigiNet e-Services Page 48
  49. 49. CMS, INC. If the wrong Service Account user name or password is used, the installer will notify of the error. Please ensure the correct Service Account user name and password is used and retry. If the Service Account has not yet created, please refer to previous sections.  During the installation process, you may be prompted to synchronize the time with your time server. You can also do that later by using “NET TIME ServerName /SET YES” to synchronize the time manually.  Type in the Time Server hostname or IP address and click on “OK” to continue.  When the Database Server time is synchronized with the Time Server, you will receive a notified. Click on “OK” to finish the installation.  Click on “Finish” to complete DigiNet e-Services Kiosk installation. DigiNet e-Services Page 49
  50. 50. CMS, INC.  A reboot is recommended at this point, however it is not a required. INSTALLING PC-Cop Admin Console The PC-Cop Admin Console is the e-Services PC Scheduling Administration module. TCP/IP is the required protocol for PC-Cop. All computers using PC-Cop must have TCP/IP installed and configured. If Internet filtering software is installed, port 3132 must be open for PC-Cop communication. The PC-Cop Admin Console must be installed and on your network before installing any PC-Cop clients. If you reverse the order, the system will lock you out of that client desktop. If you are currently locked out a client PC, press ATL + F4 keys then type cms237 in the password field to disable PC-Cop. Make sure you are logged in as an Administrator. This installer is used to setup the PC- Cop Admin Console. Install this module on the computer designated as the Staff Admin Console.  Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization. Chose the Admin Console option and select the desired add-ins.  When all the necessary information has been typed in, then the installer will inform you the installation is ready to proceed. Click on Install to continue. Please wait as the installer installs the necessary files. DigiNet e-Services Page 50
  51. 51. CMS, INC.  Click on “Finish” to complete PC-Cop Admin Console installation.  A reboot is recommended at this point, however it is not a required. After the installation of the PC-Cop Admin Console, you should configure the connection to the Database. Please proceed to the next steps. INSTALLING the e-Services Management Console The final steps necessary to complete the installation and prepare your system for configuration are to install the CMS Management Console. This should be installed on Administrator computers ONLY. The CMS Management Console is a Microsoft Management Console snap-in. The Crystal Report Engine provides the run-time environment for you to generate e-Services Reports. If you already have Crystal Report installed in your machine, you don’t need select the crystal report engine.  Launch eServices-Installer-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization. Install the Report & Management Console and the Crystal Report Engine. DigiNet e-Services Page 51
  52. 52. CMS, INC.  When all the necessary information has been typed in, then the installer will inform you the installation is ready to proceed. Click on Install to continue. Please wait as the installer installs the necessary files.  Click on “Finish” to complete CMS Management Console installation.  A reboot is not necessary. After the installation of the CMS Management Console, you should create the MMC add-in and configure the connection to the Database. Please proceed to the next steps. INSTALLING the e-Services Client Make sure you are logged on as an Administrator before going any further. Shut down any software application that restricts access to the Program Files directory. Programs like Fortress or PolEdit must be shut down or disabled so setup can be completed. Also, please write down the Print Tracking Server and PC-Cop Admin Console NetBIOS names as you will be prompted for this name. This installer will work on all Windows operating systems, excluding Windows 3.X. You must install the Client components on all workstations/public computers in order to allow for users to receive pop-up messages from DigiNet e-Services and enter document information upon printing (e.g. document description or password). Install this on all machines designated as a workstation. DigiNet e-Services Page 52
  53. 53. CMS, INC.  Launch eServices-Client-vX.XX-BuildXX.exe you will be asked if you wish to run the CMS e-Services installer, click YES. For the welcome screen, click Next. Read and accept the license agreement. Enter the customer information, including the User Name and Organization.  The e-Services Client installer assumes all options will be selected. Click on each option and disable what you don’t need. You have three options for your client setup, the PC-Cop Client (needed for PC-Cop), Print Processor (needed for Pay-to-Print), and the Popup Dialog (needed for both Pay-to-Print and PC-Cop). In a Pay to Print setup ONLY, you will disable the PC-Cop client. Click NEXT to continue after your selections. DigiNet e-Services Page 53

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