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Manual user ful desktop Manual user ful desktop Document Transcript

  • Manuals/UD/Administrator GuideFrom Userful Support< Manuals | UD(Redirected from Manuals/Userful Desktop Administrator Guide)Jump to: navigation, searchUserful Desktop™ Administrator GuideCopyright © 2008-2011 Userful Corporation. All rights reserved.(Updated 2011.2.01)This page is also available in: English, Español, Français, Português, DeutschIf you cannot find what you are looking for in this document, please see UserfulDesktop Documentation.Contents[hide] 1 Installation and Setup o 1.1 Before You Begin  1.1.1 Minimum Hardware Requirements  Hardware Safeguards o 1.2 Setting Up Stations o 1.3 Installing Userful Desktop  1.3.1 Changing Boot Device Priority o 1.4 First Boot After Installation o 1.5 Configuring Userful Desktop o 1.6 Inspect Stations o 1.7 Setting up a Local Printer o 1.8 Connecting Other USB Devices  1.8.1 About USB Devices  1.8.2 USB Hubs  1.8.3 USB Device Setup Without Dedicated Hubs  1.8.4 USB Device Setup Using Dedicated Powered Local Hubs o 1.9 The User Experience: Headphones, USB Memory and Digital Cameras 2 Basic Administration o 2.1 Userful Manager
  • o 2.2 Remote Monitoring and Control (Formerly DiscoverAssist) o 2.3 The Administrator Mode o 2.4 Administrator Passwords o 2.5 Administrative actions by non-Administrators o 2.6 Using Foreign Input o 2.7 The Lock Station Feature3 Administrator Mode o 3.1 Entering Administrator Mode o 3.2 Desktop Icons: Common Tasks  3.2.1 View System Information  3.2.2 Set Date and Time  3.2.3 Userful Manager  3.2.4 Update Configuration  3.2.5 Network  Automatic Network Configuration  Manual Network Configuration  Configuring an Individual IP Address for Each Station  3.2.6 Proxy Settings  3.2.7 Other Desktop Tasks o 3.3 The Advanced Tools Folder  3.3.1 Install Packages  3.3.2 Open a Command Prompt  3.3.3 Restarting Services4 Printing o 4.1 Printer Configuration  4.1.1 The Print Configuration Tool  4.1.2 Adding a Printer  4.1.3 Printer Set-up in Userful Manager o 4.2 Managing the Print Queue o 4.3 Print Control and Charges o 4.4 Printer Troubleshooting  4.4.1 Printing Problems: Check the Printer  4.4.2 Web-Based Print Troubleshooting5 Other Administrative Tasks o 5.1 Enabling Remote Support Access  5.1.1 Enabling access through a Router/Firewall o 5.2 Restart Userful Desktop  5.2.1 Restarting Individual Stations  5.2.2 Scheduling a Computer Reboot  5.2.3 Shutting Down the Computer  5.2.4 Immediately Rebooting the Computer o 5.3 Recording CDs  5.3.1 Recording to CD-R (recordable) Discs With Userful Desktop  5.3.2 Recording to CD-RW (rewritable) Discs With Userful Desktop o 5.4 Using Web Filters6 Userful Manager Portal o 6.1 Introduction to Userful Manager
  • o 6.2 Accessing Userful Manager o 6.3 Navigating Through Userful Manager  6.3.1 The Userful Manager Home Page  My Userful Manager Account  The Toolbox  6.3.2 The Solutions Expert o 6.4 Registering Your Userful Desktop o 6.5 Configuring Core Userful Desktop Components  6.5.1 Locations and Operating Hours  6.5.2 Usage Agreements  6.5.3 Desktop Profiles  Activating the Lock Station Feature  6.5.4 Session Properties & Timing (Session Profiles)  Desktop Profile Settings  Kiosk Settings  Application Profile Settings  6.5.5 Welcome Screens o 6.6 Setting up computers and stations  6.6.1 Station Numbering o 6.7 Updating Configurations o 6.8 Multi-language configuration  6.8.1 Keyboard Layouts and Foreign Input Methods  6.8.2 Multilingual Display Support  Using Multilingual Display Support  6.8.3 Configuring Languages Offered on the Welcome Screen  6.8.4 Translating the Acceptable Usage Policy  6.8.5 Translating Session Profile Names o 6.9 Advanced Userful Manager Configuration  6.9.1 Providing Desktop User Help Files  6.9.2 Using Web Filtering Profiles  6.9.3 Printers  6.9.4 Print Payment Policy  6.9.5 Charging for Access Time  6.9.6 Artwork and Brandings  6.9.7 User Groups & Authentication  6.9.8 Access Manager  6.9.9 System Passwords  6.9.10 Adding Extra Modules o 6.10 Other Userful Manager Tools  6.10.1 The Solutions Catalog  6.10.2 The Solutions Designer  6.10.3 View Usage Reports  6.10.4 Download Install Disks  6.10.5 Manage Pre-Paid Cards  6.10.6 Access the Userful Store7 Remote Monitoring and Control Portal o 7.1 The Remote Monitoring & Control Portal o 7.2 Using Remote Monitoring & Control o 7.3 Commands for Computers o 7.4 Working With Stations View slide
  • o 7.5 Station Commands  7.5.1 Example: Send Custom Messages  7.5.2 Example: Extend the Time of a Session o 7.6 Reset Station vs. Hard Reset o 7.7 Common Tasks  7.7.1 Logging in Stations Without Barcode/Pin  7.7.2 Logging in Multiple Stations Simultaneously o 7.8 Remote Monitoring & Control FAQs 8 Troubleshooting o 8.1 General Troubleshooting  8.1.1 Keyboard does not work  8.1.2 Single station frozen  8.1.3 All stations frozen  8.1.4 Mouse does not work  8.1.5 The station is working (the cursor moves) but Ctrl+Alt+Del/A/R/F/T do not work  8.1.6 Userful Desktop will not turn on  8.1.7 Power button does not turn off the computer  8.1.8 One monitor receives no signal  8.1.9 Userful Desktop will not print  8.1.10 Foreign fonts do not work  8.1.11 Frequent unexpected reboot or freezing 9 Appendix A - Glossary 10 Appendix B - Extending Userful DesktopInstallation and SetupThank you for choosing Userful Desktop™, the world‟s best and most complete publiccomputing solution. In this Administrator Guide, you will find instructions to set up andconfigure Userful Desktop to suit your needs.Before You BeginAccess up-to-date documentation on Userfuls Support Website.In the box you will find: This Administrator Guide View slide
  • Product Guide Training Manual(s) Installation/Restore CDElectronic versions of these documents can be downloaded from our Support WebsiteIf you purchased Userful Desktop as a complete solution, the following hardware is alsoincluded: 1 Central computer boxConnecting a DVI to VGA video adaptor. 1 Quick setup diagram 1 USB keyboard and mouse for each station 1 Six-foot AC power cord 1 Ethernet cableDVI to VGA adaptors (if required)Optional peripherals such as monitors, monitor extension cables and USB powered hubsare supplied separately if they have been ordered.Minimum Hardware RequirementsTo install Userful Desktop, your hardware must meet these minimum requirements: Memory (RAM): 192MB CPU: Pentium III-class Hard drive: 12 GB Video card: 1 MB CD or DVD drive PS/2 or USB keyboard and mouse VGA monitorHardware Safeguards
  • Before setting up your Userful Desktop, please read and understand the safety andoperating instructions in this Administrators manual. Retain these instructions for futurereference.Ventilation: Vents and fan openings on the computer box provide the necessary airflowfor reliable operation of the product and protect it from overheating. These openingsmust not be blocked or covered. Similarly, this product should not be placed within anenclosed or confined area (such as a cabinet) unless proper ventilation is provided.AC power cord: The power cord is used to connect the central computer box to a surgeprotected power bar or uninterrupted power supply. Ensure that the socket outlet islocated or installed near the computer box and is easily accessible.Lithium battery: The lithium battery provides power for the clock and the non-volatileCMOS memory. The battery has an estimated useful life expectancy of five to ten years.If your system no longer keeps accurate time and date settings, you may need to replacethe battery. There is an explosion hazard if the battery is incorrectly replaced orreplaced with the wrong type of battery. Replace only with the same or equivalent typeof battery.Power bar/Surge protector: Ensure the computer box is always plugged into a surgeprotected power source.RISK OF ELECTRICAL SHOCK: Only a trained computer technician usingappropriate safeguards should attempt to service the computer. Opening or removingcovers may expose personnel and equipment to hazards. Incorrect reassembly can causeelectric shock when this product is subsequently used.Setting Up StationsSystem Setup DiagramStep 1: Plan out your public computing area. The host computer box should beconveniently located for easy access to the CD or floppy drives. Place monitors farenough apart for comfortable working space and privacy for each station, but close
  • enough for the cables to reach the computer. Where possible, all monitors andkeyboards should reside on the same table as the computer box to which they areconnected; otherwise place them as close to the Userful Desktop as practicable.Step 2: Prepare the following items before proceeding: A VGA monitor for each station (supporting a minimum resolution of 1024x768 pixels at 60 Hz) An Ethernet connection via Category 5 cable and an Internet service provider (ISP) (Optional) A supported printer (Optional) Recordable CDs or floppy disks for saving dataThe LED(s) for the network connection illuminate when a network cable is connectedand functional.Step 3: Place a keyboard and mouse at each monitor (or “station”).Step 4: Connect all cables (Ethernet, monitors, USB keyboards and power) to the backof the Userful Desktop computer. VGA monitors connect via VGA-to-DVI converters.There should be one VGA port and at least one USB port for each station. The Ethernetcable is required to connect to a network and/or the Internet. Caution: If cables must be run between tables, be sure they are out of the way, secured or covered and do not present a tripping hazard.Half-hitch knotted USB plug and extension cable.
  • Step 5: Connect all power cords from the central computer box and monitors intosurge-protected power bars or uninterruptable power supplies. Tip: Use VGA and USB extension cables to deploy stations away from the Userful Desktop computer. When installing a USB extension, tie a half-hitch knot at the connection to prevent accidental disconnection. Use the shortest and highest quality cable possible. The maximum allowable cable length between a keyboard and a powered hub or computer is 15 feet.Installing Userful DesktopIf you purchased Userful Desktop as a software-only solution, you will need to installUserful Desktop on your PCs. If you purchased Userful Desktop as a completehardware and software solution, your computers ship with Userful Desktop pre-installed. Please proceed to Section 1.4, First Boot After Installation.NOTE: Userful Desktop software installed by this CD permits both single- and multi-station use.WARNING: Installing Userful Desktop will format your hard drive and you will loseall the data on that hard drive.To install Userful Desktop:Step 1: If your computer is configured to boot from the CD drive, simply switch thecomputer on and insert the Userful Desktop Installation CD into the drive. If the PCdoes not boot from the CD, enable the CD boot device option in the BIOS following theinstructions in Section 1.3.1, below.Step 2: After booting from the Userful Desktop Installation CD, type „install‟ and press„Enter‟ when prompted to do so. Installation proceeds automatically if the computerhardware meets the minimum specifications outlined above.Step 3: Once Userful Desktop is installed on the hard drive, eject and remove the CDand reboot the computer. Ensure that the computer is connected to the Internet prior torestarting the computer.Note: Before permitting public use, configure the BIOS to prevent booting from a CDand password protect the BIOS. This ensures that a malicious user cannot boot his ownCD and overwrite your hard drive. Enter your computer‟s BIOS configuration asdescribed below, then go to the “Security” or “Passwords” page in the BIOS and selectthe “Set Supervisor Password” or similar option. Press „Enter‟ and type in the passwordyou want and press „Enter‟, do this again and record the password for future reference.Save the new BIOS settings and exit the BIOS configuration screen.Changing Boot Device Priority
  • Changing boot device priority enables your computer to boot from the Userful DesktopInstallation CD, and -- with different settings -- prevents unauthorized users frombooting their own software.To change boot device priority: 1. Press the „Delete‟ or „F1‟ key when you first switch on the computer to enter the BIOS configuration screen. (Determine the correct key to press for your PC by examining the first screens to appear after switching it on.) 2. In the BIOS configuration screens, navigate using the arrow keys. Press „Enter‟ to select options and „Esc‟ to exit. The particular page and name of the boot sequence configuration depends on the computer. On older PCs it could be called “CMOS Setup” under the “Advanced” menu; modern PCs might list it as “Boot Device Priority” on the “Boot” menu. Select the “Boot Device Priority” option and press „Enter‟. An example of a BIOS screen. 3. Select the “1st Boot Device” option and press „Enter‟; this will let you choose from a list of possible devices such as hard disk drives, floppy disk drives, and USB and network devices. 4. Use the arrow keys (or the +/- keys on some computers) to highlight the appropriate boot device. To boot from the Userful Desktop CD, choose the CD or DVD drive, then press „Enter‟. To prevent others from booting from their own CDs (after installing Userful Desktop), choose the hard drive, then press „Enter‟. 5. Press „Esc‟ repeatedly until you reach the main menu. 6. Choose the option allowing you to exit the configuration BIOS configuration screen and save the new settings. Press „Enter‟ to confirm the action. The computer will restart.First Boot After InstallationStep 1: Power on all monitors and then power on the central computer box. The boot-upprocess will begin. During boot up, start-up messages will appear on the primarystation‟s monitor, typically connected to the top-most video port on the back of thecomputer box. This will also be the screen which displays any BIOS messages. Since allother screens will be blank during the initial phases, it is important to be sure that thismonitor is plugged in and working.
  • Step 2: When the Userful Desktop computer starts for the first time, you may beprompted to select a display resolution for connected monitors. Use the default settingsand automatic configuration unless the monitors in use cannot support a resolution of1024x768 or greater. Third-Party Hardware and Touch-Screens If you are configuring Userful Desktop for third-party hardware purchased separately, refer to our documentation on Userful Multiplier Configuration. If you are configuring Userful Desktop for use with supported touch screens, refer to our Multi-Station Touch-Screen Support.The keyboard assignment screen appears on each station.Step 3: Each monitor will display a prompt to press a function key (F1-F10) to link thekeyboard/mouse pair to the monitor they are in front of, forming a station. Afterpressing the appropriate F-key verify that the mouse works by moving it, then proceedto the next station.If a mouse is connected to a separate USB port rather than its keyboard, you will beprompted to press a button on the mouse to link it with the correct monitor andkeyboard.Do this for each monitor in any order. The assignment of keyboards and screens will bepreserved when you shutdown your computer. If you accidentally press the wrong key,you can repeat the assignment process for all stations by running the “Reassign InputDevices” application from Administrator Mode (or by pressing “Ctrl+Alt+Break” or bydisconnecting and reconnecting the offending keyboard).Note: To arrange stations in numerical order, loosely connect the video cables to thevideo ports without tightening the thumbscrews. With the computer started, the stationnumbering will appear on individual monitors, allowing video ports to be identifiedwith station numbers. Disconnect and reconnect monitor cables to video ports toachieve the desired configuration. Remember to securely tighten the thumbscrews after achieving the desired
  • configuration.Configuring Userful DesktopWhen Userful Desktop starts for the first time, the setup wizard screen appears.After configuring the display settings and assigning at least one station, you will beprompted to accept the Userful Desktop License Agreement. If you accept theagreement, the setup wizard will guide you through initial Userful Desktopconfiguration.The following steps should be completed prior to enabling the system. A green checkmark will appear next to each configured item.Step 1, Network: Network settings must be configured to access the local area networkor the Internet. (Note: Internet access is required to complete the next configurationstep.) The default network settings are correct for most installations. If necessary,instructions for reconfiguring the network are given in Section 3.4.
  • Note the checkmarks next to each item. This system is completely configured and readyto be enabled.Step 2, Apply Configuration: You must register Userful Desktop to take fulladvantage of Userful Desktop‟s customizable settings and web-based managementfeatures. If you do not currently have a Userful Manager account, the Register step willoffer to create one for you. This is one of the most powerful features of Userful Desktopand gives administrators remote control and monitoring of many Userful Desktopfeatures.If you incorrectly register your Userful Desktop in this step, please refer to theinstructions here.Step 3, Date and Time: Ensure that your system‟s date and time, and time zone arecorrect before enabling your Userful Desktop. You can also set the date and time laterthrough Admin Mode.Step 4, Printers (optional): If you wish to configure printers connected to UserfulDesktop, do so in this step. You can also configure printers later by following the stepsin Chapter 4.Step 5, Enable System: After configuring the above options, click “Enable System” toturn on the stations. This will display the Welcome Screen on all configured systems.Inspect Stations
  • A Welcome Screen gives users the choice of a number of session types.Verify that the Welcome Screen or web browser appears on each station. To verify thatthe keyboard and mouse are working correctly after powering up or rebooting, move themouse or type on the keyboard at each station.If mouse movements or keyboard actions appear to be affecting the wrong monitor youcan either disconnect and reconnect the affected keyboards, or press “Ctrl+Alt+Break”on any incorrectly assigned keyboards. You may also click the “Reassign InputDevices” icon in the "Advanced Tools" folder on the Admin Mode desktop to reassignkeyboards.Refer to Chapter 8, "Troubleshooting", if the problem persists or if the mouse orkeyboard appear to not be affecting any station at all.Setting up a Local PrinterConnect the printer to a USB port either on the back of the Userful Desktop or a USBport on a USB hub. Connecting a printer to a USB port on USB keyboard is notsupported due to the risk of accidental disconnection by the keyboard‟s user.If you ordered your hardware from Userful, the computer arrives pre-configured tosupport any printers purchased with your system or specified when ordering the system.See Chapter 4 for detailed information on printers, managing the print queue throughthe LAN and troubleshooting tips for printers. More information can also be found inthe Userful Desktop Printing Guide.Connecting Other USB Devices
  • A limited number of USB devices, in addition to USB mice, may be connected directlyto USB ports in USB keyboards. Powered or unpowered USB hubs can also be used toconnect a variety of USB devices.Before connecting USB peripherals: without dedicated USB hubs, please refer to Table 1.1, below. with dedicated USB hubs, please refer to Table 1.2, below.Note: Connecting devices not listed in Tables 1.1 and 1.2 or connecting devices in amanner not recommended in these tables may result in unreliable operation.About USB DevicesUSB devices can either be self powered (e.g., USB CD drives, powered USB hubs) orbus powered (e.g., audio headsets, mice, keyboards). Self powered devices include anAC power adapter. Because each USB port on the central computer only provides apower supply up to 500 mA for its devices, connecting multiple bus powered devices toan unpowered hub can easily exceed this maximum power consumption.Typically USB ports only provide sufficient power to support a single keyboard andmouse and one other low powered device such as a USB audio headset. To attachadditional high power devices such as a USB floppy drive, you will need to connectthem directly to the computer box, or to a powered USB hub.Keyboards should never be connected to spare ports on other keyboards. Floppy drivesshould never be plugged into keyboardsUSB Hubs
  • Recommended connection layout for multiple USB devices.If only one keyboard is connected to a powered USB hub, devices connected to thatpowered USB hub will only be available to the station to which the hub is assigned.If more than one keyboard is connected to a powered USB hub, access to devices alsoconnected to that hub will need to be assigned manually through the CD/Floppy/AudioDevice assignment panel in Administrator Mode.Powered USB hubs may be used to provide additional connectivity for peripherals suchas USB keys, digital cameras and audio devices.If the hub is self powered (i.e., comes with an AC power adaptor), then any USB devicemay be attached to it. However if the hub is bus powered, then only low power (100 mAmax) devices can be attached to it. A bus powered hub should not be connected directlyto another bus powered hub.Devices plugged into a USB hub associated with a station will also become associatedwith that station. Userful strongly recommends using a dedicated powered USB hub foreach station where users may attach multiple USB peripherals (e.g., if users may plug inUSB keys, digital cameras, audio headsets, etc.). In this manner, devices areautomatically assigned to each station.The figure at right describes a typical station layout -- using powered, dedicated hubs --with recommended USB connection points for multiple USB devices.USB Device Setup Without Dedicated HubsIf your Userful Desktop deployment does not include individual powered USB hubs foreach station, the following USB device connection points are recommended.Table 1.1:Recommended USB device connection points withoutdedicated powered local hubs. USB Device Plugs into...Keyboard ComputerMouse KeyboardBarcode Scanner ComputerMagnetic Stripe Reader ComputerFlash Drive KeyboardMemory Card Reader ComputerDigital Camera ComputerUSB Sound Devices KeyboardFloppy Drive ComputerPrinter Computer
  • External CD Drive Computer/KeyboardPowered Hub Computer/KeyboardUnpowered Hub Not recommendedUSB Device Setup Using Dedicated Powered Local HubsIf your Userful Desktop deployment includes individual powered USB hubs for eachstation, the following USB device connection points are recommended.Table 1.2:Recommended USB device connection points using dedicatedpowered local hubs. USB Device Plugs into...Keyboard Local HubMouse Keyboard/Local HubBarcode Scanner Keyboard/Local HubMagnetic Stripe Reader Keyboard/Local HubFlash Drive Keyboard/Local HubMemory Card Reader Keyboard/Local HubDigital Camera Keyboard/Local HubUSB Sound Devices Keyboard/Local HubFloppy Drive Keyboard/Local HubPrinter ComputerExternal CD Drive Keyboard/Local HubPowered Hub ComputerUnpowered Hub Local HubThe User Experience: Headphones, USB Memory andDigital CamerasUserful Desktop is designed to give each user a complete PC experience, including theuse of audio devices such as headphones, USB mass storage devices (flash drives) anddigital cameras.Although station set-ups will vary, users will commonly plug their devices into a USBhub (which often includes a 3.5mm audio jack) associated with their Userful Desktopstation. For optimum performance, please instruct users to: plug in audio devices before logging in at the station o Note: Only one application can use sound at a time. If sound does not seem work with some programs, please check whether there is another program using the sound device and close the program. Then, try the first program again.
  • plug in USB mass storage devices and digital cameras when a session is already runningBasic AdministrationUserful Desktop is administered through three main tools: Userful Manager, RemoteMonitoring and Control and Userful Desktops Administrator Mode.One or more staff within your organization should be designated as Administrators,who:1. Set up the system and configure the Userful Desktop using Userful Manager2. Receive system alerts and warnings by email3. Keep account information up to date4. Will be the first point of contact both for Userful support and your own staff whenissues arise.Userful ManagerUserful Manager.Administrators control Userful Desktops appearance and functionality through theUserful Manager web portal. They do so by logging in to the web-based control panelusing a web browser to make and apply changes. Userful Manager saves these settings,which can also be applied to any new machines added to the Userful Manager account.Access to Userful Manager is included as part of your support subscription agreement.To add an administrator to Userful Manager, please refer to the Access Manager sectionof Chapter 6.Userful Manager is described in Chapter 6.Remote Monitoring and Control (FormerlyDiscoverAssist)
  • Remote Monitoring and Control.Administrators also have access to a variety of remote support and assistance toolsthrough the Remote Monitoring and Control web portal. This enables administrators toexecute real-time commands on systems, such as re-booting the computer, logging out aspecific user, viewing logs, etc.Access Remote Monitoring and Control from the Userful Manager home page, byvisiting http://localhost/gui.php from a web browser on Userful Desktop or from thedesktop icon available in Administrator Mode. An administrator password is required toaccess Remote Monitoring and Control.Remote Monitoring and Control is described in Chapter 7.The Administrator ModeAdministrator Mode. Some tools reside in the Advanced Tools folder.Administrator Mode provides access to key administrative tools and is typically usedwhen setting up, moving or troubleshooting a computer.Enter Administrator Mode from the welcome screen of any Userful Desktop by pressing“Ctrl+Alt+A”. When prompted to do so, enter the Administrator password. InAdministrator Mode, administrators can: Schedule a reboot Assign floppy and CD drives to stations Configure network settings Set the date, time, and time zone Configure printers View system settings Open a command prompt window
  • Enter Userful Manager Immediately update changes made in Userful ManagerAdministrator Mode is described in Chapter 3.Administrator PasswordsAdministrators use two types of passwords:Administrator Mode passwords: Each Userful Desktop has an Administratorpassword that enables administrators to enter Administrator Mode. To simplifymanagement, Userful Manager will assign the same password for all Userful Desktops.This password should be known by all administrators and should be changedperiodically.This password can be changed through the Userful Manager web interface. When oneadministrator changes the password, all administrators added to your Userful Multiplieraccount will receive an email alerting them to this change. Keep your administratorpassword secret, and if you need to write it down, store it in a safe place.Note: For security reasons, a new and unique password to enter Administrator Mode isassigned the first time a machine registers with Userful Manager. To access and/orchange this new password, go to Userful Manager > Solutions Expert > SystemPasswords.The default passwords for Administrative actions by non-Administrators are also foundin System Passwords.Userful Manager Account passwords: Each individual with administrative privilegeswithin your organization will have their own account and password with the portal. They can log in from any web browser using theiremail address and password and undertake set-up and configuration tasks. To changeyour personal account password, log in to Userful Manager and click on the link "Yourmember account details"; from the "My Account" page which opens, click on "Changemy Password".Administrative actions by non-Administrators
  • Add time with the Ctrl+Alt+R key combination.Certain administrative actions can be performed without a regular administrator (forexample, by on-duty staff):Ctrl+Alt+Del resets an individual station (available to any user).Ctrl+Alt+T with the time password: can extend the time of a station‟s session. Thisbrings up a dialog prompting for how long the administrator wishes to extend the user‟stime.Ctrl+Alt+R with the reboot password: schedules a reboot of the system the next timeall stations are empty. This optionally allows staff to prevent new users logging on untilthe reboot has taken place.Ctrl+Alt+F with filter password: can remove the filtering of a station‟s session.Passwords can be changed using the “System Passwords” panel in Userful Manager.For reasons of security, passwords have been removed from the downloadableversion of this document.Using Foreign InputUserful Desktop supports a variety of keyboard layouts and fonts for foreign languages.For more information on using Userful Manager to modify the level ofinternationalization and multilingual features, including keyboard layouts, offered tousers through Userful Desktop, please see Section 6.8, Multi-language configuration.To learn how to set up Userful Desktops multi-lingual input features, please contactCustomer Support or your Userful Sales Representative.
  • The Lock Station FeatureThe Lock Station icon.On-site Administrators should be aware of the Lock Station feature, which can beadded to Userful Desktops through Userful Manager.A user-created password must be entered twice to lock a station.Patrons who wish to leave their stations for a short time without abandoning theirsessions can use the Lock Station feature. When a patron clicks on the Lock Stationicon (found on the desktop and in the Start Menu), the dialog at right will appear, askingfor a password that the user will create on-the-spot. Users must re-enter their passwordto be sure they have typed it correctly.
  • Entering a password to unlock a station.To unlock the station and return to their session, users must enter the same passwordprovided when the station was locked.Note: Please emphasise to your patrons the importance of remembering their lockdownpasswords, as Administrators cannot bypass the password screen to return to thesession. If necessary, Administrators can use Ctrl-Alt-Delete to immediately end thesession and return to the Welcome Screen.Administrator ModeEntering Administrator ModeYou can switch into administrator mode from any station by pressing “Ctrl+Alt+A”from the Welcome Screen. When prompted, enter the administrator password.Administrator Mode removes the time limit and adds a selection of administrative iconsto the desktop. To undertake an administrative task, simply double-click the appropriateicon. Note that icons for some less common commands reside in a folder on the desktopcalled “Advanced Tools”.Logging out of Administrator Mode.An administrator who wishes to work for a prolonged period and avoid the time limitmanager could logon as Administrator.Be sure to log out once your work in administration mode is complete. To log out,select “Log Out” from the Start Here menu or click the logout icon on the timer.Desktop Icons: Common TasksIn Administrative mode, icons for routine administrative tasks appear on the desktop.These tasks are described in more detail below.
  • View System InformationView System Information.The View System Information Icon is on the Administrator Mode Desktop. Double-clicking the icon will display a window containing pertinent information about yourUserful Desktop including: The product name and version The MAC address for the primary network interface Hard disk drive size Installed memory size Number of keyboards and mice connected Network status Printer informationSet Date and TimeSet Date & Time.Double-click on the Date & Time icon on your Administrative Mode desktop. On the Date & Time tab, you can set both the time and date. If the calender and time are grayed out, you have the NTP (Network Time Protocol) set. On the Network Time Protocol tab, you can enable and disable Network Time Protocol. Having this enabled is recommended, as this keeps your clock accurate automatically. On the Time Zone tab, set the machine to the Time Zone you are in (NOTE - Make sure that you have selected the correct area, as many regions have different rules about Daylight Savings).Userful Manager
  • Access Userful Manager.Double-clicking on this icon will open a web browser window for Userful Managersweb portal. With Userful Manager, an administrator can customize settings, appearanceand functionality of the Userful Desktop system.Although Userful Manager can be accessed from any Internet-connected computer,accessing from the Administrator Mode desktop is useful since direct access fromUserful Desktop allows you to immediately examine changes made through UserfulManager.More information about Userful Manager is in Chapter 6.Update ConfigurationGet Updated Configuration.Configuration changes made in Userful Manager are only applied the next time thecomputer box automatically checks in to Userful Managers server, which occurs everyfour hours.Clicking the “Update Configuration” tool in Administrator Mode causes an immediateupdate to the configuration on the Userful Desktop. This allows you to check that yourchanges have had the desired effect.Updates will be applied to the system when you log out of Administrator Mode.Changes only become visible on sessions started after the Update Configuration tool hasrun.Network
  • Configure the Network.To access the Network Configuration Tool, in Administrator Mode, double-click the“Network” icon. The Network Configuration tool will appear.This tool must be used if Userful Desktop failed to automatically obtain a networkconnection through DHCP. You can attempt again to obtain the correct network settingsautomatically by using DHCP.Automatic Network ConfigurationThe Network Configuration tool.If you select "Automatically obtain IP address settings with...", choose yourconfiguration protocol (typically DHCP) and click "Okay", the Userful Desktop systemwill attempt to automatically configure with correct settings.Your Internet Service Provider (ISP) or network administrator may require UserfulDesktop to be configured with the following settings:DHCP or BOOTP: If your ISP requires a hostname fill it in here.PPPoE: Fill in user name and password provided by your ISP.
  • If the network fails to configure automatically, you will need to obtain the correctsettings from your ISP or your network administrator and make a manual installationwith statically set IP address.Should your ISP require the use of BOOTP or PPPoE connection, Userful recommendsusing a hardware router recommended by your ISP.Manual Network ConfigurationIf you select "Statically Set IP Address", you will be prompted to enter network settings.You will need the following information for manual network configuration:Default Gateway Address, the IP address of your local network gateway. First andsecond DNS servers, the IP address(es) of your local Domain Name Server(s) and the IPNetwork Mask (usually this is connect through a gateway on local area network, contact your networkadministrator for information about the gateway. If you are connecting directly to theInternet through a cable modem or digital subscriber line (DSL) you will need to obtainthe following settings from your ISP:IP Address: Enter the IP address of the primary interface.Subnet Mask: Enter the network mask of the primary interface. Usually this takes theform Servers: Enter the IP address or addresses of your local domain name server orservers.Server Gateway: Enter the IP address of your local network gateway. A networkgateway allows you to connect to networks outside of your LAN. If this field is emptythe machine cannot communicate with other networks outside your LAN.Click the „Help‟ button for more network settings information.Configuring an Individual IP Address for Each Station
  • Using the Network Configuration Tool to set Multiple IP addresses.Userful Desktop can be configured to assign each station its own IP address. Toconfigure multiple IP addresses for each Userful Desktop host computer: 1. Start the Network configuration tool. o This can be done either from the initial setup "Network" session or by clicking the "Network" icon on the admin mode desktop. 2. Configure a static IP address, along with a subnet mask and a gateway address. 3. Check the "Enable Multiple IP Addresses". 4. Click the "Configure Multiple IP address..." button. o A "Multi-IP Config" dialog will appear. 5. Enter an IP address for each station. o It is okay for multiple stations to share one IP address. 6. Click OK on the "Multi-IP Config" dialog. 7. Click OK on the "Userful Network Configuration" dialog. o Settings will be applied right away. There is no need to logout.Proxy SettingsYou may set up an HTTP proxy for your Userful Desktop system by clicking on theProxy Settings icon on the Administrator Mode Desktop.Other Desktop TasksFrom the Administrator Mode desktop, you can also: "Configure Printing" and access "Print Queue Management" (these features are discussed in more detail in Chapter 4).
  • Schedule a computer "Reboot" or "Shutdown". For more information on rebooting and shutdown, please refer to Chapter 5. Access the "Advanced Tools" folder.The Advanced Tools FolderA number of administrative functions can be found in the Advanced Tools folder,including the following:Install PackagesFor information about adding and removing optional software packages, please refer toAppendix B - Extending Userful Desktop.Open a Command PromptThis tool should only be used with guidance from a Userful support technician.Restarting ServicesThe restarting services icon should be used when any of the below services are notfunctioning properly. The same functionality can also be accomplished by rebooting thesystem. You will find the icon in the "Advanced Tools" folder. The services restarted bythis icon are: networking (the hostname is also reset to that which is configured by UM) printing (cups) (all pending print jobs are cleared and all "stopped" queues are "started") the stations being served out by VNC (including the VNC server process) the stations being served out by XDM (including the XDM server process) the Linux logging service (syslog) the Japanese input service (Canna) the cron job daemon (crond) the international input method service (iiim) the portmap service (used by xmlrpc functions) the welcome screen backgound server Remote Monitoring and Control the squid proxy the cache is cleared and configuration is reset Dansguardian configuration is re-gathered from configuration downloaded from UM the RHN service (which checks for configuration on Userful Manager) the X font server (xfs) the network time daemon (ntpd)
  • PrintingPrinter ConfigurationWith Userful Desktop, printers are configured both from the Userful Desktop andthrough the web-based managemet tool, Userful Manager. To add a new printer, first setit up in Admin Mode. Then, set up the cost profile and printer profile in UserfulManager.The Print Configuration ToolThe Print Configuration Tool.Userful Desktop supports most common printers using PostScript and PCL. To add aprinter to Userful Desktop, enter Administrator Mode with Ctrl+Alt+A and click the“Configure Printing” icon on the desktop.Adding a PrinterClick the “New Printer” button, and follow the on-screen wizard. Visit Userful‟ssupport web site if the wizard does not automatically detect your printer.Userful Desktop supports printing to printers directly connected to a Userful Desktop,Windows or other print servers, and networked printers. Consult the following website,, and contact your Userful representative before purchasinga new printer for use with Userful Desktop.Note: You should add and configure printers in Administrator Mode using the„Configure Printers‟ icon and NOT with the web-based print management tool. Onlyuse the web-based management tool to manage establish print queues and set printcharges once the printer has been set up.
  • Printer Set-up in Userful ManagerSetting up print queues and charges through Userful Manager.Printers must be added through Administration Mode before establishing print queuesand printing fees through Userful Manager.From the Solutions Expert page in Userful Manager, click on Printers. You will see alist of printers on the network, along with some basic information about those printers(location, URI, etc.). Click on a printer name to edit the print queue and set a paymentpolicy.The Edit Printer page is shown in the figure at right. Much of the information is pre-filled (from what you configured in Admin Mode), but you can: 1. Assign the printer to a Location. 2. Add machines (computers) to the printers queue. 3. Assign a Print Payment PolicyAnother web-based tool, CUPS, is used to manage the jobs in a given printers queue.Managing the Print QueueUserful Desktop includes a web-based printer management tool known as CUPS, whichis accessible via any web browser on any computer sharing the same local network asUserful Desktop.
  • The web-based CUPS Printing Interface allows you to view and manage the print queuefrom any Userful Desktop in your location. quickly troubleshoot printing issues. Toaccess the interface:Accessing the CUPS tool to manage print queues. 1. At a Userful Desktop station that is attached to the printer you wish to manage, start a session and open a web browser. (Note: You do not need to be in Administrator Mode to access CUPS, but working in Admin mode ensures your session will not be logged out. If you are in Admin Mode, simply click on the Print Queue Management icon to open CUPS.) 2. Type “http://localhost:631” in the address field. This will open the CUPS Printer Interface. (Be sure to include the “http://” portion when typing the URL.) A shortcut to the print queue page can be added to any session desktop via Userful Manager. 3. Click on Jobs or Manage Jobs to view the queue of documents to be printed. 4. Use the buttons provided to make adjustments to the print queue. o Some tasks require password access; the Printer Administration panel has a default login name of “Administrator” and a password which is the same as the Administration password for Userful Desktop.Note: Web-based access to print queue management may be blocked by the LANfirewall rules setup by your network administrator.Print Control and Charges
  • Userful Desktop informs patrons how to pay for print jobs.Userful Desktops print control feature reduces unnecessary printing and can helprecover printing costs.When print control is enabled through Userful Manager, Userful Desktop prompts usersto confirm or reject each print job before queuing it for printing. It displays the numberof pages, the cost and a customizable message with payment instructions such as “Payat the front desk”, “You will need a smart card with sufficient funds to release yourprint job” or “This charge will be added to your library account”. An invoice/receipt canoptionally be included as the last page of the print job. Configure print control inUserful Manager.Printer TroubleshootingPrinting Problems: Check the Printer Is there paper in printer? Are the cables securely connected? Is paper jammed in the printer? Is the printer is on? If the printer has its own status display, check this to see if there are any messages that are displayed. Turn off the printer. Wait about 10-15 seconds, turn the printer back on and print a test page.If the above steps do not resolve your issue, please refer to our Print TroubleshootingFAQs.Web-Based Print TroubleshootingViewing printer status with CUPS.
  • 1. Access the CUPS web-based printing system as described in Steps 1 & 2 of the Managing the Print Queue section, above. 2. Click on either the „Printers‟ or the „Manage Printers‟ links. This will show the status of all printers on the network. 3. Check the status of the printer. If a green „Start Printer‟ button appears the system may think something is wrong with the printer and has chosen to stop the driver to prevent jobs from being lost. Clicking the „Start Printer‟ button will usually fix this issue. This can happen if the printer has been powered off and on (a common, but ill-advised and, ideally, last resort method of resolving printer issues) or something mechanical has happened to the printer, such as a paper jam. o Some tasks require password access; the Printer Administration panel has a default login name of “Administrator” and a password which is the same as the Administration password for Userful Desktop. 4. The print queue may also be clogged up by a single failed print job. To see what‟s in the print queue click on the „Jobs‟ link at the top of the page. This will display all the print jobs waiting to be serviced. From this page you can cancel individual jobs until you find the one clogging the queue by simply clicking the „Cancel Job‟ button to the right of the appropriate job. It is best to start from the oldest job and work to the most recent job. 5. Contact Userful Support if you require further assistance.Other Administrative TasksEnabling Remote Support AccessNote: You will only be eligible for remote support if you have purchased a supportpackage from Userful.Userful Desktops typically connect to the Internet through the LAN (via a router orfirewall) but it is possible to connect Userful Desktop directly to the Internet throughcable or DSL via a public-facing IP address. In such a case remote support accessshould be automatic and you need not make any changes.If you are part of a larger organization or if a router or firewall sits between yourInternet connection and your Userful Desktop, you are likely connecting through yourrouter/firewall. This situation is covered in the next paragraph.Enabling access through a Router/FirewallIf your Userful Desktop(s) are behind your firewall, Userful may request that youestablish a port forwarding rule on your router or firewall to one designated machine ineach location, thus enabling our support technicians to remotely access and troubleshootyour Userful Desktop software. This port forwarding rule will direct network traffic on
  • a specific numeric port (typically port 22) to a specific Userful Desktop computer boxwithin your LAN.In a DHCP network, the lease on at least one Userful Desktop computer‟s internal IPaddress must be set to “forever” or “permanent” to prevent that Userful Desktops IPaddress from changing, which would disrupt remote access. This specific UserfulDesktop computer box will be used as a management point to access other UserfulDesktops within the LAN.An alternative is to obtain an available IP address from your ISP and set up the UserfulDesktop outside your LAN with a public facing IP address. All stations on a singleUserful Desktop computer box (whether there are 1 or 10 stations) will use the same IPaddress so only one IP address per box is needed.Restart Userful DesktopRestarting Individual StationsResetting a station with Ctrl+Alt+Del.There is no way to retrieve “work in progress” from a station that has frozen. The“Ctrl+Alt+Del” key combination can be used to reset any individual Station wheneverthere is a problem. This reset process exits any programs currently running, clears anyunsaved work, and returns the Station to the welcome screen. This process takes only afew seconds.If “Ctrl+Alt+Del” fails to restart the frozen station, it will be necessary to schedule areboot of the computer, see below, Section 5.2.2.To educate users about this option, place a prominent label on each station (either on themonitor or keyboard) stating: “Station Frozen? Press Ctrl+Alt+Del to restart”.Scheduling a Computer RebootThere are two methods to reboot the computer: a scheduled system reboot, and animmediate reboot.The scheduled reboot is the preferred method. It is designed to solve the problem of “Iwould have rebooted immediately but there were people using the system”. If ascheduled reboot is used, it will prevent any new logins and as soon as all stations are
  • empty, the computer will reboot automatically. The scheduled reboot should be usedwhen “Ctrl+Alt+Del” fails to restart a frozen station.Performing a scheduled reboot.To schedule a system reboot, use one of the non-frozen stations and press “Ctrl+Alt+R”and enter the reboot password, or press “Ctrl+Alt+A” and enter the Admin modepassword, then select the “Schedule Reboot” icon. Either method will bring up awindow confirming that a reboot has been scheduled for the next time all stations areunoccupied. You may wish to set the option preventing new logins to ensure a morerapid re-boot. If there is a screen for reporting the nature of the problem causing the re-boot please fill it in to help Userful track problems.Note: If a menu (created by a right-click or pull down) is active it steals the key-press,the Ctrl+Alt+ key sequences may nor work. Left-click on the desktop or applicationwindow then try again. If all the stations are frozen (a very rare anomaly) or if thecomputer hangs on boot-up, an immediate manual reboot is necessary.Shutting Down the ComputerShutting down the computer with the Admin Mode Shutdown Computer icon (option1).We recommend that Userful Desktop be left running at all times to improve the life ofyour hardware and ensure that all software updates are received. But it can be turned offto conserve power. Shut down the computer by one of the following methods: 1. From the Admin Mode desktop, double-click on the Shutdown Computer icon. This will schedule a shutdown for after all users have logged off. 2. Remotely shut down the computer using Remote Monitoring and Control. o RMC can also be used to reset stations and reboot computers. 3. Press and hold the power button for at least 10 seconds.
  • 4. Switch off the power supply (at the back of the computer; the I/O (power) switch has a circle on one side and a line on the other. Pressing the side with the circle turns the power OFF.).Immediately Rebooting the ComputerPowering off (or shutting down) the Userful Desktop (described above) and restarting itreboots the computer. When the power is switched off on a computer box, all stationsattached to that computer go down. Any unsaved work on any station attached to thecomputer will be lost. Be sure to notify any users on the system to save their work to aUSB memory stick, CD, floppy disk, or web drive, prior to undertaking an immediatereboot. A scheduled reboot (Ctrl+Alt+R) is the preferred method when stations are inuse. Immediate reboot should only be used when there is no one using the system.Recording CDsRecording to CD-R (recordable) Discs With Userful DesktopThe CD/DVD Creator window showing MP3 files dragged-and-dropped from thedesktop.The following steps enable administrators and users to record CDs with UserfulDesktop. 1. Insert a blank CD. 2. Double-click on the Computer icon on the desktop to located the blank CD. 3. Double-click to open the blank CD. When a blank CD or DVD is opened, the CD/DVD creator automatically launches. 4. Drag the files to be copied from the desktop into the CD/DVD creator window (see image at right). 5. Click on the Write Disk button to start the CD burning process.
  • 6. A "Write to Disk" window opens up with the destination drive already specified. Name the disk and choose the write speed before clicking Write to start the burn. 7. The disk will be ejected automatically when the burn is finished.Recording to CD-RW (rewritable) Discs With Userful DesktopAfter clicking Write Disk, choose burn options.To write data to a CD-RW (rewritable) containing previously recorded information: 1. Insert the rewritable CD into the CD drive in the Userful Desktop computer. 2. If the CD-RW disc contains information, it must be erased before data can be recorded. If you wish to preserve the contents of the CD, first make a copy of its contents to the desktop. 3. Blank the disk if CD/DVD creator prompts you to do so. 4. Follow the procedure above to burn your CD-Rewritable disc.Using Web Filters
  • If filtering is optional, the user may choose to use the filter after logging in. In thisexample, the Internet Filter is Always ON.Userful Desktop‟s web filtering functionality is administered through Userful Manager,the web-based administration portal for Userful Desktop described in Chapter 6.For any Session Profile in use, if the “Always ON” option for filtering is selected inUserful Manager‟s Filtering control panel, the web filter for that session type will beapplied automatically. If “Optional” was chosen, then a pop-up window (see right) willappear when the Session is started, which the user can use to enable or disable the webfilter.Userful Manager PortalNote that this chapter is available separately at the Manuals/Userful Manager UserGuide page.Introduction to Userful ManagerUserful Manager (UM) is a web-based portal for managing settings related to theadministration and operation of Userful Desktop. Use Userful Manager to modifysettings on Userful Desktops including passwords and points of contact for systemevent notification emails. Customize settings such as operating hours and locations,Welcome Screens and CD drive access to fit your unique needs.Accessing Userful Manager
  • The Userful Manager home page.Userful Manager can be accessed from any computer with a Web Browser and Internetaccess. To access the Userful Manager: 1. Open in a web browser. 2. If you have a UM account, enter the email address and password for that account. If you do not have a UM account, you may create one by clicking “Register”. If you have forgotten your password, click “Forgot your password?” to have a new automatically generated password sent to your registered email address. 3. Click the “Log In” button to log in to UM.When you successfully log in, the Userful Manager home page opens.Navigating Through Userful ManagerUserful Manager is a very powerful and complex tool for managing your desktops, butnavigating through the many tools and tasks of Manager is simple. Every function canbe reached through either the Userful Manager Home page, or through the SolutionsExpert page. In addition, there is a Navigation/Information Bar across the top of eachand every page that offers dynamic pull-down menus to help you move from task totask and area to area.
  • The Navigation Bar is at the top of every page in Userful Manager.Note: Userful Manager takes full advantage of its web-based platform by extensivelyusing hyperlinks. Any categories, column or row labels, names, options or other textthat is blue is clickable; clicking such links opens up functionality or takes you to otherareas of the website that relate to your current task. Dont be afraid to click on theselinks -- you can always use your browsers "Back" button to return to where you started.The Userful Manager Home PageThe Home page is your starting point every time you log into Userful Manager.On the right side of the Home Page you will find news, tips and tricks for getting themost out of Manager.On the left side is a welcome banner with a link to the Getting Started Guide. Below thebanner are shortcuts to system and account management tasks.Your gateway to the the power of the Userful Manager tool -- The Toolbox -- can befound on the left side of the Home Page as well.My Userful Manager AccountConfigure your own Userful Manager account settings using the My Account controlpanel. Click the Edit button from the My Account screen to change your screen name,password, or e-mail address.Be sure to click OK to save your changes.
  • Click here on the navigation bar to access details of your Userful Manager Account.Your Userful Manager Account details can be accessed two ways: 1. From the Home Page, on the left side under "Account Information", click on the Your member account details link. 2. From any Userful Manager page, once logged in, click on your Member (user) Name on the upper left, in the navigation bar.Note: None of the information associated with your account is visible to users.The ToolboxThe Userful Manager Toolbox, with links highlighted for emphasis.From The Toolbox on the Userful Manager home page, you can: 1. Access the Remote Monitoring and Control portal, which allows real-time monitoring access to your Userful Desktops. 2. Go to the the Solutions Catalog, which is a quick and easy way to create your Userful Desktop Solution, using pre-configured solutions as starting points. 3. Use the the Solutions Designer to modify and customize your Desktop solutions. 4. Open the Solutions Expert page (further information below, where you can control most aspects of your Userful Desktop system. 5. Download the latest Userful Desktop installation CD or DVD. 6. Perform an SSH connection test to ensure your system is connected to Userful Customer Support.
  • The Solutions ExpertThe Solutions Expert page is the control center of Userful Manager; any function youwish to access, any task you wish to accomplish -- it can be found through the SolutionsExpert Page. This section provides a quick overview of the page, and following sectionsdescribe many functions in detail -- but Userful encourages you to explore thepossibilities of Userful Manager yourself, as well!The Solutions Expert page gives access to most Userful Manager functions.The functions on the Solutions Expert page are divided into 6 categories: 1. Assets o Manage Locations, set up Computers and configure Printers. 2. Pricing and Authentication o Set rates for for paid access, apply print charges and put in a request for custom integration of your desired authentication profiles. 3. Solutions o Control and manage your users experience by configuring Welcome screens, adding custom branding and artwork, creating session profiles, creating and editing acceptable use policies, designing desktops for your sessions and establish web filtering profiles. 4. Actions o Generate usage reports, browse the Solutions Catalog, get creative with the Solutions Designer, download an install disk, manage pre-paid cards and order materials and services from Userful.
  • 5. Global settings o Add extra modules to your Userful system, control who can access Userful Manager and manage system passwords.Registering Your Userful DesktopIn most cases, your Userful Desktop installation will have been successfully registeredduring initial setup and configuration.Click here to register your Userful Desktop.If you have previously incorrectly registered your Userful Desktop, or if you have beeninstructed by Userful Customer Support to re-register, follow these steps: 1. Enter Administrator Mode by using the Ctrl-Alt-A key combination and entering your Administrator Password. 2. Double-click on the folder labeled "Advanced Tools" to open it. 3. Double-click on the "Register System with Userful Manager" icon. 4. Userful Manager will open. Follow the on-screen prompts and directions to register or re-register your Userful Desktop System.Configuring Core Userful Desktop ComponentsWhile Userful Manager offers many ways to configure and monitor Userful Desktopcomputers, five core components must be configured in order for the Userful Desktop tooperate correctly.Once you have configured your desktops using the following guidelines, you mustupdate your system configurations.
  • These 5 components must be configured first.The core Userful Desktop components are:1. Location & Operating Hours: Defines the times when the Userful Desktops areavailable at each location or branch.2. Usage Agreements: Usage Agreements ensure that users agree to terms of use beforebeing granted access to the Userful Desktop.3. Desktop Profiles: Desktop Profiles contain information about various desktopenvironments, such as which program icons appear on the desktop as well as whichprograms will automatically be started upon log in.4. Session Properties & Timing (Session Profiles): The Session Profiles defined hereutilize the various configuration options offered by Userful Desktop (such as UsageAgreements and Desktop Profiles) and combine them into Userful Desktop sessions thatproviders can offer to users. Some examples are Internet Kiosk sessions and OfficeProductivity sessions.5. Welcome Screens: Welcome Screens provide a convenient way for users to choosetheir preferred language and Session Profile.Default values for these five core components are set by Userful, and may have beenmodified already by the new account setup wizard accessible through Userful Manager.It is recommended that each of the settings should be set up prior to installing/upgradinga Userful Desktop, or as soon as possible after installing a new Userful Desktop system.Typically, these settings will be shared by all Userful Desktops within a particularorganization.
  • The following sections provide an ordered step-by-step overview of configuringessential settings.Locations and Operating HoursLocations are a way to group your Userful Desktops. You can have several locations inone building.Locations and operating hours should be defined prior to configuring other options.From the Solutions Expert screen, click “Locations & Operating Hours”.To create a new location, click “Create a new Location”. To edit the details about anexisting location, click the name of the location you wish to alter. In both cases, a screenwill ask you to supply or edit details about the location. Click “Save & Next >>” toproceed to the operating hours screen. You may also enter the Operating Hours screendirectly by clicking on a location‟s operating hours on the Locations & Operating Hoursscreen.Setting hours of operation for your location.On the Operating Hours screen, specify the opening hours (in the first column) andclosing hours (in the second column) for each day of the week. Specifying “Closed” (atthe head of each drop down list) for either the opening or closing hour for a particularday will set the entire day to “Closed”. Click “Save” to return to the Locations &Operating Hours screen.Once locations and operating hours are defined, you may return to the Solutions Expertscreen by clicking "Solutions Expert" on the navigation bar at the top of the screen.Usage Agreements
  • Users must agree to Usage Agreements before accessing applications or the Internet onstations managed by Userful Manager. Usage Agreements are displayed after a user haschosen a session profile on the Welcome Screen. You may define and store any numberof usage agreements, although each Session Profile may only display one UsageAgreement.To create a new Usage Agreement, click on the "Create a new Usage Agreement" andcomplete the following steps: 1. Give a name to your usage agreement; the name of the agreement should be descriptive and meaningful to Userful Desktop administrators. Examples include “Internet Usage Agreement for adults” and “Computer access for juveniles”. 2. Select the language of your usage agreement from the pull-down menu. This version of the usage agreement will become the default usage agreement (but you can choose another translation as the default later if you wish). 3. Add the text of your Usage Agreement into the Usage Agreement field. You may copy and paste this text from a word processor, email message or other document.When you click on the name of a Usage agreement, this screen appears, allowing you toedit existing agreements or add a new translation.To edit an existing agreement or add a translation of an agreement, click on thename of the Usage Agreement.From the "Usage Agreement &, Translations" page (see figure at right), choose thelanguage of an existing agreement from the pull-down menu. If you choose the default language, click on the "Edit" button to edit the text, or the "Add Translation" button to supply the text of an appropriate translation. If you choose one of the non-default translations, you may choose to "Edit". "Add Translation" or "Delete" the text. If you want to make a translated Usage Agreement the default, you must "Edit" the agreement. Then on the Edit page, place a checkmark in the "Default" box.
  • Remember to click “Save” to save your changes.Desktop ProfilesThe main Desktop Profile page lists available profiles and allows you to create a newDesktop Profile.Desktop Profiles allow Userful Desktop administrators to configure the program iconsthat appear on the desktop, in the start menu, and to specify programs that areautomatically started when users log in. A Desktop Profile is one of the customizableelements that make up a Session Profile.To set Desktop Profiles, from the Solutions Expert click “Desktop Profiles”. You maycreate any number of Desktop Profiles, although each Session Profile many only useone Desktop Profile. For information on activating the Lock Desktop feature, seebelow.To create a new profile, click “Create a new Desktop Profile” on the Desktop Profilesscreen. To edit an existing profile, click the name of the profile. The new profile andprofile editing screens contain a number of configurable options under the followingtabs: 1. Default Programs o Desktop Profile Name. Each profile should be given a descriptive name that is meaningful to computer administrators. o Enable SCIM for All Languages. For Userful Desktop releases greater than or equal to 305, SCIM (Smart Common Input Method) allows users to input characters in other languages. o Web Browser. Select a default web browser. 2. Software Applications. Choose what program(s) will be automatically started when a user logs into this profile. 3. Desktop Icons
  • o Program Icons. Select which program icons will appear on the desktop when a user logs into this profile. o Custom URL Link Icons. You can load a custom icon that will launch the default web browser and automatically navigate to a page of your choice. 4. Start Menu. Optionally, you may customize the Start Menu so that different applications are presented in different Sessions through the Desktop Profile.Remember to click “Save” to save your changes.Activating the Lock Station FeatureAdding the Lock Station icon to a Desktop Profile.To enable patrons to leave their stations for a short time without abandoning theirsessions, Activate the Lock Station feature: 1. From the Solutions Expert page, go to Desktop Profiles. 2. Click on the name of the Desktop Profile to be edited (that is, to have the Lock Station feature activated). 3. To add the Lock Station icon to the desktop: 1. Click on the Desktop Icons tab. 2. Highlight Lock Station in the list of Program icons to add to Desktop. (See figure at right.) 4. To add the Lock Station icon to the Start Menu: 1. Click on the Start Menu tab. 2. Click to add a check mark to the box next to Enable Lock Station Item.Be sure to save the changes to configuration.
  • Session Properties & Timing (Session Profiles)Session Profiles are defined in the “Session Properties & Timing” control panel.A Session Profile is a collection of settings related to a particular use of a station. ASession Profile includes a Name, Welcome Screen icon, browser start page, and otheroptions. The Welcome Screen lists the Session Profiles available at a particular station.The Session Profiles & Timing page lists existing sessions (with key information) andalso allows you to create a new Session Profile.Session Profiles are typically based on either the basic Kiosk or Desktop, butAdministrators can also create Application profiles. Kiosk profiles are intended to provide quick access to web sites and web-based applications such as catalogue searches or email. Desktop profiles are intended to be used for activities such as word processing, job searches and other tasks which require access to a set of applications. Application profiles specify a profile that only allows a specific application to run, or allows users to login to a specific system.Userful Desktop includes several default profiles that are designed and pre-tested formaximum usability. If you are unsure which settings are best for your users, we suggestthat you deviate minimally from these profiles.Click “Session Properties and Timing” from the main Userful Manager screen to viewand configure these settings. To create a new profile, click Create a new Session Profile.To edit an existing profile, click the name of the profile. When creating a new SessionProfile, the first screen asks you to choose either the basic Kiosk or Desktop type ofprofile to proceed.Desktop Profile Settings
  • Desktop Profiles are intended to provide users with the experience of a home or officePC. The settings most often customized in Desktop Profiles are: Name: This is the name of the Session Profile as it appears on the user Welcome Screen. Welcome Screen Icon: This icon appears next to the name of the Session Profile on the Welcome Screen. Browser Start Page: Use this to set the home page for the Web browser in this profile. Usage Agreement: You may assign a different usage agreement to each profile. Note: A Usage Agreement must be set up before it is available for use in a Session Profile. Session Length: Be sure to set an appropriate session length for each profile. For example, a Session length for resume-building should be longer than one for quick searches. Desktop Profile: Desktop Profiles allow you to configure which applications appear on the desktop and start menu. The Default Desktop Profile provides links to the most commonly used applications. Note: You must set up a Desktop Profile prior to assigning it to a Session Profile.Remember to click “Save” to save your changes.Kiosk SettingsThe Kiosk mode shares many characteristics with the desktop mode, with the exceptionof the Desktop Profile setting. Instead, Kiosk mode offers settings which determine theappearance and functionality of the web browser. Note that Kiosk mode does not allowusers to run applications outside the web browser.The following settings are most commonly altered from their default values in Kioskmode: Block Popups/Windowed Mode: If your web applications use popup windows, popups must not be blocked, and Windowed Mode must be enabled. Blocking popups and disabling Windowed Mode are recommended defaults. Show Print Button: If users need to print such as maps or tickets from the web browser, enable this option to show a print button in the browser. If printing is not required, or no printers are set up, disable this option. Note that printers must be configured separately. See Chapter 4 for details.
  • Block Context Menu and Keyboard Navigation: This option disables navigation using anything other than the browser‟s navigation buttons and web links. Hiding various toolbars: Toolbars such as the status or menu bars may be shown or hidden depending on the extent of access required by users.Remember to click “Save” to save your changes.Application Profile SettingsBecause of the limited nature of this type of session, the options for configuration arealso limited. The most important setting for the Application Profile is: Session Type: Specify whether the session will run a single application, or a user login. You will need to enter a command to launch either function.Remember to click “Save” to save your changes.Welcome ScreensA typical Welcome Screen showing 6 Session Profiles.The Welcome Screen is the first screen seen by users at a station. Configurable aspectsinclude the listed Session Profiles, background image branding and available languages.Each Welcome Screen must have a name and refer to at least one Session Profile. Thefigure at right shows a typical Welcome Screen for Userful Desktop.Note: You must set up a Session Profile prior to assigning it to a Welcome Screen.To set up a new Welcome Screen from Userful Manager: 1. Click “Welcome Screens” from the Solutions Expert. 2. Click “Create a new Welcome Screen”. (To edit an existing Welcome Screen, click on the its name. To delete an existing Welcome Screen click the delete icon at its right.)
  • To add a Session Profile to the Welcome Screen, use the drop-down menu (indicated by the arrow). 3. Each Welcome Screen must have a name and contain at least one Session Profile. Add a Session Profile to the current Welcome Screen by selecting its name from the drop-down list and clicking “Add this profile to the Welcome Screen”. 4. To change the order in which Session Profiles appear on the Welcome Screen, or to delete them from the Welcome Screen, click the up, down and delete icons next to each Session Profile. 5. On the Edit Welcome Screen page, you can also configure the Early End of Day Logout, set a Desktop Background, choose a Screen Saver and create the Welcome Screen Animation and Message. You may also add and configure languages to the list presented in the lower right corner of the Welcome Screen.Click “Save” to save your changes.Setting up computers and stations
  • After a computer has been registered, it will appear in the list on the Computers page.You can set up the profile for the computer by clicking on its name.Click Computers on the Solutions Expert page to configure computers. Computers maybe added during the Userful Desktop installation by completing the registration step, orat any time after installation by double-clicking the Register Computer icon on theAdministrator Mode desktop.Click the name of a computer to alter its settings on the Edit Computer screen.For basic configuration of a computer, you need to: 1. Set the Computer Name and Location, which can be found under the "Basic Settings" tab. 2. Choose the Welcome Screen (under the "Stations" tab) for the group of stations connected to this computer. Note: You must set up a Welcome Screen prior to assigning it to a computer. 3. Select the Printers.that will be available for users. 4. Configure Removable Storage. If your central computer is located in a secured area away from users, we suggest disabling access to the internal CD and floppy drives. 5. Configure Public Storage options.Hint: User signage with instructions on how to use removable storage will enhanceproductivity.The default settings under Network settings and Boot menu and BIOS password shouldnot be altered without first consulting your IT staff or Userful Support.Click Save to save your changes.Station NumberingSet a new starting value for station numbering in the "Begin Numbering at..." box.By default, Userful Desktop numbers stations automatically and sequentially, beginningwith the number 1. For example, if there are 8 stations on a single computer, they willbe labelled Station 1 through Station 8.
  • In some situations, it may be desirable have station numbers starting at a value otherthan 1. For example, if one computer with 6 stations is already installed at yourlocation, and you add another computer with 6 stations, you may want the new stationsto be numbered 7-12.You can changed the value that station number starts at from the Edit Computer page.This is reached by clicking on Computers from the Solutions Expert, then clicking onthe name of a computer.Note: If you change the default numbering of stations on any computer, you mustreboot the computer after updating its configuration.Updating ConfigurationsApplying configuration.For any changes in Userful Manager to take effect on Userful Desktop computers, youmust update computers in the “Computers” control panel. From the Solutions Expert,click “Computers”. The far right column deals with configuration updates. Click to adda check mark to the “Apply Configuration” check box next to any central computerboxes you wish to update. Then click the "Apply Configuration button". Theconfiguration changes will be applied the next time the Userful Desktop retrievesinformation from the Userful Manager server (this happens every four hours).Should you wish to immediately see the effects of your changes, press "Ctrl-Alt-U" onthe Userful Desktop machines that are to be updated (you only need to do this on onestation per machine). You may also enter Administrator Mode on the Userful Desktop(press “Ctl+Alt+A” and then enter the Administrator Mode password) and double clickthe “Update Configuration” icon on the desktop.
  • This completes basic computer configuration. The following sections describeconfiguration options that may not apply to all Userful Desktop installations.Multi-language configurationUserful Desktop has application support for over 30 languages including French,Chinese, Korean, Japanese and Spanish, and input support for over 10 languagesincluding Chinese Simplified and Traditional, Japanese, Korean and Arabic. UserfulDesktop also supports 17 additional keyboard layouts in addition to the standard NorthAmerican QWERTY layout.Userful Manager can be used to modify the level of internationalization andmultilingual features offered to users through Userful Desktop.Keyboard Layouts and Foreign Input MethodsFile:UDKeyboardLayouts.pngCurrently, only the Default Keyboard Layout will be available to users.Keyboard layouts provide support for different kinds of keyboards such as QWERTY,DVORAK, French, Romanian, etc. These layouts, or mappings, map different letters orcharacters to different keys on the keyboard. To change the keyboard layout for a Userful Desktop computer (and all its associated stations): 1. Go to the Solutions Expert in Userful Manager. 2. Click on Computers, then click on the name of the computer that is to have a different keyboard layout. 3. Choose the keyboard Layouts tab. Use the drop-down menu to change the Default Keyboard Layout to the desired keyboard layout.Note: Currently, Userful Desktop does not support offering users a choice of keyboardlayouts through Alternative Keyboard Layouts.Only the keyboard layout selected as the Default Keyboard Layout will be available tousers.Foreign Input methods tell the computer how to translate keyboard input into morecomplex language scripts (such as Chinese, Japanese, and Korean). This does notnecessarily change the mapping of keys on the keyboard. This is typically used forlanguages that do not use English/Latin characters. To learn how to set up Userful Desktops multi-lingual input features, please contact Customer Support or your Userful Sales Representative.
  • Multilingual Display SupportUserful Desktop includes a default set of translated menus, icons and applications formany languages selectable from the Welcome Screen. The extent of translation variesamong languages and applications, with common languages receiving the mostextensive translation. Where translations are incomplete, all available translatedmaterial will be displayed with remaining untranslated items rendered in English.Using Multilingual Display SupportSelecting a display language from the welcome screen.Userful Desktop users can start sessions in different languages by selecting a particularlanguage from the multilingual drop-down menu on the lower right-hand corner of theWelcome Screen, prior to clicking on a Session.Once a language has been selected, if the language has translations of the SessionNames available, those will be displayed instead. If none exist, the default name willappear with a trailing * appearing after the name.Clicking on a session will start the session in that language, and any translated desktopicons and menus that are available for that particular language will appear on thedesktop when the user logs in. Furthermore, if the user tries to launch an application (forexample, the Internet Browser or the Word Processor), if the application has support forthe current running language, the application will display itself using that language,depending on the level of support for the current language. This may include translatedmenus and even translated help files, if available.Configuring Languages Offered on the Welcome Screen
  • Configuring the List of Available Languages appearing in the Welcome Screen menu inUserful Desktop Through Userful Manager.Userful Manager can be used to select which languages are available to be displayed tousers of Userful Desktop.To configure the list of languages appearing on a particular Welcome Screens drop-down menu, access the properties page for that particular Welcome Screen in UserfulManager. Under the “Languages” section, choose the language that you would like tooffer as a choice from the drop-down menu, then click the “Add” button. To delete alanguage from that list, simply click on the Trash Can icon that appears to the right ofthe language once it appears in the list.When done, click “Save”.Translating the Acceptable Usage PolicyType or paste a translation of the Acceptable Use Policy into the text box.The Acceptable Usage Policy can also be configured to display translations of its textfor particular languages. If no translations are provided, the text for the AcceptableUsage Policy that was supplied when it was initially created will appear instead,regardless of the language selected.
  • To supply translations of a specific Acceptable Usage Policy, access that policysproperties page (by clicking on the highlighted name of the AUP) under the “UsageAgreements” section of the Solutions Expert page. Select a language that you wish tosupply a translation for from that sections multilingual drop-down menu, and then clickon “Add Translation”. Enter text (or paste plain text) into the translation text box. ClickSave when you are done.After updating your Userful Desktops configuration, the translated text will appear ifthat language is chosen from the Welcome Screens multilingual drop-down menu inUserful Desktop, and if Acceptable Usage Policies are enabled for that WelcomeScreen.Translating Session Profile NamesAdding a French Translation to the Internet and Office Session Name. Note that theoriginal Session Name now appears as the English Translation.By default, a Session Name will use the same name that it was initially created with forall other languages. To specify a particular translation of that name to be displayedwhen the language for that translation is selected from the Welcome Screensmultilingual drop-down menu, enter the Session Profile properties page for thatparticular Session Name in Userful Manager (from the Solutions Expert, click SessionProfiles & Timing and then click on the Session Name.If no translations for the Sessions Name have been previously provided, click on the“Go Multilingual” button under the “Name” field in the “Basic Settings” section. Thiswill display an interface asking a translation for the Sessions name (as seen at right), aswell as the language to which the translation belongs to. Once done, click the “Add”button to add it to the list of available translations for the Sessions name. To delete atranslated name from the list, simply click on the Trash Can icon to the right of theparticular name.When done, click “Save” at the bottom of the screen.Note: Different Home Pages for the Internet Browser can be configured for eachlanguage available in a session by supplying different URLs for those languages in the“Browser Home Page” option. Doing so requires interacting with an interface similar tothe one described above, which can be invoked by clicking on the “Go Multilingual”
  • button for the “Browser Home Page” option.Advanced Userful Manager ConfigurationThough not required for the correct operation of Userful Desktop computers, advancedconfiguration options may greatly enhance the value of your Userful Desktop purchase.Unlike the core Userful Manager configuration, the following options may be set at anytime in any order.Providing Desktop User Help FilesOpening the Help folder on a session desktop provides access to several helpfuldocuments on a variety of topics.Save staff time and provide answers to users frequently-asked questions by providinglinks to "Help" files on the Session desktop. A number of documents from UserfulsSupport Wiki -- on topics including CD Burning, Photo Editing with GIMP and morecan be reached directly from the user desktop.
  • Adding the "Help" folder to the desktop.To make these links available to Users, go to "Desktop Profiles" from the SolutionsExpert page. Click on the name of the desired profile (i.e. the profile used for thesession which is to have User Help added) to edit. Under the "Desktop Icons" tab,highlight "Applications Help" in the list of Program icons to add to Desktop.Remember to click "Save" when you are finished making changes.Using Web Filtering ProfilesClick on this icon from the Solutions Expert Page to configure Web Filtering Profiles.Web Filtering Profiles allow you to create different levels of filtering for different usergroups. (Web Filtering Profiles are selected and applied from the Session Profilescontrol panel).) To configure Web Filtering Profiles, click on the icon on the SolutionsExpert page.Userful Manager comes with a set of standard filters that are ready for use.Administrators can also create custom web filters by adding URLs to the "White List"(users are always allowed access) or the "Black List" (users are denied access) andsetting a Phrase Limit.Click on the "Create a new Web Filter" button to make a new filter; click on an existingWeb Filtering Profile name to edit that profile.Remember to click "Save" when you are finished making changes.Printers
  • While printers must be added and configured using the Print Configuration Tool on theAdministrator Mode desktop, further setup is required through Userful Manager. Pleaserefer to Adding a Printer for details.Print Payment PolicyCreate and edit print payment policies from the Print Control Page.If you have printers installed on your Userful Desktop, the Print Payment Policydetermines pricing for print jobs from Userful Desktops. To set the Print PaymentPolicy, from the main Userful Manager screen, click Print Control.Each configurable setting is explained in detail on the Edit Print Payment Policy page.You should avoid the use of non-printable characters such as carriage returns in printpayment policies.Remember to click Save to save your changes.Charging for Access TimeIf you are looking for a way to earn extra revenue, you can charge for computer/internetaccess time. Set rates and minimum charges for computer use on the Usage Pricingpage, accessible from the Solutions Expert Page.Note: Rates set on the Usage Pricing page are only applied to users who are using Pre-Paid cards.Artwork and BrandingsThe Artwork & Brandings panel allows you to customize the appearance of yourUserful Desktops by uploading custom desktop backgrounds, Welcome Screenanimations and screen saver images.To view and upload these items, from the Solutions Expert screen, click Artwork &Brandings.
  • View and edit currently available artwork, or add your own customized, brandedartwork for Desktop Backgrounds, Welcome Screen Backgrounds, and Screen Savers.From the Upload Artwork for Branding screen, you may view, edit and upload desktopbackgrounds, Welcome Screen backgrounds and screen saver images. To view currentdesktop backgrounds, click View Desktop Backgrounds from the Artwork &Brandings main page. The list of current desktop backgrounds contains a preview ofeach desktop background image, as well as lists of all the Welcome Screens in whichthe image is used. Click the image of an existing desktop background or the Edit buttonnext to it to change the name of the image. To delete a desktop background, click theDelete button next to the desktop background image.To upload a new desktop background, click Upload a new Desktop Background fromeither the main Artwork & Brandings page, or from the Desktop Backgrounds screen.Supply a name for the new desktop background, then click Browse... to select an imagefile to upload. Click Upload to upload the image. The new desktop background willappear in the list of available desktop backgrounds, which is sorted alphabetically bydescription.Screen Saver images or Animations and Welcome Screen Backgrounds are configuredin the same way as desktop backgrounds.Once you have uploaded custom artwork, you may assign it to given profiles with othertools from the Solutions Expert page.Note: Uploaded desktop backgrounds and screen saver images must be in .jpg, .tif, .gif,or .png file formats. Welcome Screen pictures must be JPEG files, preferably withdimensions of 1048x868 pixels.User Groups & AuthenticationEach Authentication Profile defines a way to verify the credentials of users prior togranting access to the Userful Desktop. There is a charge associated with integrating anauthentication profile with your environment. Please complete the form and consultyour Userful representative for instructions on how to configure these settings shouldyou require authentication services.
  • Note: These settings should not be changed after your system has been integrated towork with your ILS.Access ManagerThe Access Manager is reached from the Solutions Expert Page.Use this control panel to create and configure user accounts for individuals to whomyou wish to grant access to Userful Manager. The access level granted to a userdetermines the extent to which they may configure Userful Desktop computers throughUM.Note: Only administrators may access this control panel.The Access Manager is under the "Global Settings" section of the Solutions Expertpage.Creating a New User Account.Click Create a new User Account or the name of an existing user account to configurethe settings for that user.The three levels of access are as follows:
  • Read only - Grants the user the ability to view settings in UM.Read/write - Grants theability to modify settings in UM.Administrator - Grants read/write access, and theability to manage user accounts.Remember to click Save to save your changes.System PasswordsSystem Passwords are accessed under Global Settings on the Solutions Expert page.To configure System Passwords, from the Solutions Expert page click SystemPasswords.The first configuration screen, Step 1: Edit Passwords, allows you to configurepasswords used to access administrative functions to Userful Desktop computersmanaged by Userful Manager. Described below are the functions which requirepasswords, and their access key combinations: Administrator Password (Ctrl+Alt+A) - Provides access to key administrator resources such as network settings. Staff Password - Provides access to a subset of Userful Desktop functionality for managing stations. Time Password (Ctrl+Alt+T) - Extends the length of a session in progress. Filter Password (Ctrl+Alt+F) - Turns off filtering for the remainder of the session. Reboot Password (Ctrl+Alt+R) - Schedules a system reboot the next time all users are logged out.After changing passwords, click Save & Continue. In Step 2, it is recommended that e-mails be sent to administrative personnel in your organization to notify them of thesepassword changes.Adding Extra ModulesThere are a number of add-ons availble for Userful Desktop. Please contact yourUserful sales representative for more information about subscribing to extra modules.Other Userful Manager ToolsThe Solutions Catalog
  • The Solutions Catalog lets you choose from several pre-designed sets of WelcomeScreens and Sessions.The core of the Userful Desktop experience for your clients consists of a WelcomeScreen and its associated Sessions. For your convenience, Userful has created severalWelcome Screen/Session Solutions that you can simply load and use at your locations.These Solutions are found in the Solutions Catalog, accessible from either the UserfulManager Home page or from the Solutions Expert page under Add Solutions.Hint: Pre-made Solutions can be good starting points when customizing your ownsolutions.The Solutions DesignerThe Solutions Designer offers a simple way to preview and customize Solutions foryour Userful Desktop, based on profiles from the Solutions Catalog. To create your ownunique solutions, follow these simple steps:
  • From the Solutions Designer, you can make several basic changes to customize aWelcome Screen for your needs. 1. Use the pull-down menu to choose which Welcome Screen to customize. o Note: if your desired welcome screen does not appear on the list, simply click on the "Add" button located under Step 3 on the Solutions Designer: Preview page. This will open the Solutions Catalog; choose the Welcome Screen(s) you wish to edit, and click "Copy Solution(s). The Welcome Screens you selected will now appear on the pull-down list. 2. The Welcome Screen you chose to view/edit appears on the computer screen graphic. You may click on Session names on the screenshot to preview individual sessions. 3. Use the "Edit" button to change the Solution name, background image, default language and more (See figure at right). 4. Go directly to your list of computers to build configurations.The Solutions Designer is accessible from either the Userful Manager Home page orfrom the Solutions Expert page under Design Your Desktops.View Usage Reports
  • To get more information from a basic Usage Report, click on the highlighted links toview detailed sub-reports.Usage Reports give you detailed data and statistics on how your computers are beingused. You can customize reports by choosing the machines/locations and time periodyou would like your report on.From the basic report (see figure at right) you can access more details by clicking onany of the highlighted, boxed links.You can reach Usage Reports from either the Userful Manager Home page or from theSolutions Expert page under View Usage Reports.Download Install DisksThe link to Download your Free Userful Desktop Install Disk can be found on theUserful Manager Home page and the Solutions Expert page.Manage Pre-Paid CardsClick on this icon from the Solutions Expert page to Manage Pre-Paid Cards.Userful makes it easy to earn revenue by charging for computer/internet access time byoffering Pre-Paid cards that you can sell to your customers.Customers log onto your Userful Desktop system using the card, and their fee isautomatically deducted from their Pre-Paid card. Please contact your Userful SalesRepresentative for more information.
  • If you are using the Pre-Paid card system, go to the Solutions Expert page to ManagePrepaid Cards.Access the Userful StoreFrom the Solutions Expert Page, click on "Place Orders" to go to the Userful Store -- anonline shop for all your Userful software, hardware and accessory needs.Remote Monitoring and Control PortalNote that this chapter is available separately at the Manuals/UD/RemoteMonitoring & Control User Guide page.Remote Monitoring & Control is the companion administrative tool to UserfulManager. While Userful Manager allows remote configuration of global features of thesystem (such as session types, branding, etc.), Remote Monitoring & Control (RMC)allows remote administration of individual workstations or multi-user sessions. RMCallows administrators to remotely perform such useful tasks as turning filtering orInternet access off and on, extending or ending sessions, sending messages, moreeffectively rebooting frozen sessions, and other tasks.The Remote Monitoring & Control PortalIn most installations, you can access Remote Monitoring & Control from any webbrowser on the local computer network at the following address:, replacing with the IP address of the UserfulDesktop you wish to access.When logged in at a Userful Desktop, access the Remote Monitoring & Control portalby opening in the browser.Enter the appropriate username and password, and click the login button. Note that thislogin is not the email address and password used to log into Userful Manager.Using Remote Monitoring & Control
  • Figure 7.1. Computer and stations in Remote Monitoring & Control.After logging in to the Remote Monitoring & Control portal you will be presented witha view of available computers and stations on the local network and the number ofstations on each multi-user system.Each unique computer box running Userful Desktop will be displayed running down theleft side of the window; the stations running on that box will appear to its right.If you are remotely administering more than one multiplied system, graphics foradditional computers will appear below; the entire contents of the window in Figure 7.1.are duplicated for each additional computer, separated by horizontal lines. They can beviewed by scrolling down the page.Commands for ComputersFigure 7.2. Remote Monitoring & Control commands for computers.While Remote Monitoring & Control is designed primarily to administer stations, it canalso perform administrative tasks on the computer boxes. Figure 7.2 shows the pull-
  • down menu of available commands for each computer box. After selecting a command,click the Run Command button below the menu to execute it.Note: The list of available commands may differ depending on login privileges andUserful Desktop configuration options.Working With StationsFigure 7.3. Detailed station status.Each station connected to a given computer is represented by a box containing an imageof a computer monitor, a checkbox to select that station, the station name/number andsome text indicating the session status of the station.You may view the status details of any particular station by clicking on itsname/number.Right-clicking on a station brings up a subset of frequently used, station-specificcommands (e.g. “Add 10 Minutes”, “Message „Be quiet!‟”, “Reset Station”) that youcan quickly and easily apply to that station. Note: For versions of RMC older thanRemote Monitoring & Control GUI 0.8.1a BETA (2007-03-12), these same commandsare accessed by clicking Expand.See below for how to access a larger set of commands, and/or how to apply commandsto more than one station at a time.Station Commands
  • Figure 7.4. Remote Monitoring & Control commands for stations.Further down the page, below the window containing the computer box and itsassociated stations, there is a heading Run the following command on selectedstations. Immediately below that is the -SELECT A COMMAND- drop-down menu forstation commands, as illustrated in Figure 7.4.To run a command on one, a combination, or all of the stations associated with a singlecomputer: 1. Either "Select All" or select the specific stations you wish to affect using the checkboxes. 2. Choose a command from the drop-down menu o Some command require you to enter specific additional information. For example, the text for a customized message (see example below) must be specifically entered. 3. Select the Run Command button.NOTE: It is recommended that, initially, you observe the results by administering anearby station, and NOT run commands on the station from which Remote Monitoring& Control is running.Example: Send Custom Messages 1. Select the appropriate station(s) to receive the message using the „Select‟ checkboxes or, if appropriate, the „Select All‟ checkbox. 2. Once the „Send Message‟ command is selected a field appears to the right into which your custom message is typed. Type in your message. 3. Click the „Run Command‟ located below the „Send Message‟ field. The following message appears on the logged in and selected stations:
  • Example: Extend the Time of a Session 1. Select the appropriate station or stations. 2. Select the „Add Time‟ command from the drop down menu. 3. Enter the amount of additional time in minutes. 4. Click „Run Command‟. The station‟s user will receive the following message:Reset Station vs. Hard ResetBoth the Reset Station and the Hard Reset commands are located in the station-specific command drop-down menu.The "Reset Station" command is essentially equivalent to a “Ctrl+Alt+Del” keyboardcommand, with the advantage that it can performed remotely.The command “Hard Reset” is used when the “Reset Station” (or “Ctrl+Alt+Del”keyboard command) fail to reset a station. It "Hard Reset" resets the station at a deeperlevel in the software.Common Tasks
  • A number of common time-saving tasks may be performed using Remote Monitoring &Control.Logging in Stations Without Barcode/Pin 1. Select one or more stations to log in by clicking the checkbox associated with the stations. 2. Scroll to the bottom of the page, then select "Log In Station as Generic User" from the list of commands. 3. Select login options, then click "Run Command" 4. The login process will start for each selected station. Depending on the number of stations selected, you may need to wait up to a minute for all stations to become logged in.NOTE: Logging in without providing a barcode/pin combination using the abovemethod may cause reporting tools to under-report usage by individual users. Time usedwhile logged in as a generic user is not recorded as individual use by any specific user.Logging in Multiple Stations SimultaneouslyRemote Monitoring & Control offers the ability to log in and out multiple UserfulDesktops at one time. 1. Figure 7.5 Click "Select All" to select all stations on one computer.
  • For each computer on which all stations should be logged in, click "Select All" above the stations associated with that computer. You may also select or deselect individual stations by clicking their individual checkboxes. (See Figure 7.5). 2. Scroll to the bottom of the page, then select "Log In User" from the list of commands. 3. If authentication is enabled, supply a valid barcode or barcode and PIN combination. All stations will be logged in using these credentials. 4. Select login options, then click "Run Command". 5. The login process will start for each selected station. Depending on the number of stations selected, you may need to wait up to a minute for all stations to become logged in.Remote Monitoring & Control FAQsFor further information and answers to Frequently Asked Questions, please refer to ourRemote Monitoring and Control FAQs.TroubleshootingThis section presents solutions to the most commonly encountered troubleshootingtasks. For a comprehensive list of troubleshooting tips, please visit TroubleshootingKeyboard does not workPress the “Caps Lock” or “Num Lock” key. Do the corresponding LEDs illuminate orturn off? If not, re-connect (disconnect and reconnect the keyboard). If this still does not resolve the problem there is possibly a problem with the keyboard or the USB port. Try a different keyboard, or try the problem keyboard at a different Station.
  • If the "Caps Lock" light illuminates in response to your key presses but the keyboard does not work: o Restart the station (Ctrl+Alt+Del) o Unlink and re-assign the keyboard (Ctrl+Alt+Break) then press the correct F-key to re-link (this is in case this keyboard has been mis- assigned) o Unlink and re-assign all keyboards connected to the machine (in case another keyboard has been mis-assigned) o Use Remote Monitoring and Control from another station or computer and perform a Hard Reset. o Reboot the computer (or schedule a reboot from Admin Mode using another station)Single station frozenIf the display is frozen in an abnormal state or part way through an operation, pressCtrl+Alt+Del to restart that station. However if the station appears to be in a normalstate (e.g., either the welcome screen, desktop or web browser or screensaver appears tobe displaying normally) but the keyboard/mouse does not respond, it is most likely thatthe keyboard has disconnected. See “Keyboard does not work”, above.If the above methods do not reset the station, press Ctrl+Alt+Backspace to forcefullystop and restart the station.All stations frozenShut down the Userful Desktop by pressing and holding the power button for fourseconds. Press and release the power button to restart the Userful Desktop.Mouse does not workIs the laser (red light on the bottom of the optical mouse) illuminated? If not, trydisconnecting and re-connecting the mouse. If this fails follow the instructions fortroubleshooting keyboards.The station is working (the cursor moves) but Ctrl+Alt+Del/A/R/F/T donot workAn active menu (created by a right-click or pull down) steals the key-press. Close themenu and try again.Userful Desktop will not turn onTurn off the switch on the computer (at the back of the computer; the I/O (power)switch has a circle on one side and a line on the other. Pressing the side with the circleturns the power OFF.), or unplug and reconnect the power cord. Then retry the powerbutton to turn on the Userful Desktop again. If the computer still shows no sign of lifebut the wall plug is working the problem may be a faulty PC power supply. ContactUserful for support.
  • Power button does not turn off the computerPress and hold the power button (typically on the front or top of the computer) for atleast ten seconds. If this does not work, turn off the power switch on the computer (atthe back of the computer; the I/O (power) switch has a circle on one side and a line onthe other. Pressing the side with the circle turns the power OFF.) and unplug thepower cord from the back of the computer. Wait 10 seconds, then reconnect the power.One monitor receives no signalCheck that the monitor cable is firmly connected to the correct VGA port on the back ofthe computer and any extension cables. Also ensure that thumb screws have beentightened.Userful Desktop will not printSee Managing the Print Queue and Printer Troubleshooting.Foreign fonts do not workPlease refer to Section 2.6, Using Foreign Input.Frequent unexpected reboot or freezingThese may be symptoms of hardware failure. Please contact Customer Support.Appendix A - GlossaryAdministrator Mode: Provides access to configuration functions from a UserfulDesktop. To access this, start any session and press the CTRL, ALT and A keyssimultaneously and then enter the Administrator Mode password.BIOS Menu: Configures basic settings when the computer is powered on. To accessthis menu, press F2 or the Delete key approximately one second after the computer ispowered on.Boot Device: A storage device that the computer loads software from after it is poweredon. Examples of boot devices are hard drives, CD-ROM/DVD-ROM drives and floppydrives.Boot Device Priority: The sequence of the devices which the computer will follow inits attempts to start. If one device is unavailable, the computer will try to use the nextdevice in the sequence. This sequence is specified in the BIOS menu.Default Gateway: The computer or network device responsible for allowing computerson an internal network to communicate with networks on the outside world such as theInternet.
  • Desktop Profile: Allows Userful Desktop administrators to configure the programicons that appear on the desktop as well as the programs that will be run when users login.DHCP (Dynamic Host Configuration Protocol): Used to automatically assign IPaddresses to computers without having to manually specify IP address, netmask,gateway and DNS information. This is the most common way to set Userful Desktop‟sIP address, and is provided by most networks and Internet Service Providers.DNS (Domain Name Server): Responsible for translating names (for example, into IP addresses.IP Address: An identifier for a computer or device on a network or the Internet. An IPaddress takes the form ###.###.###.### where ### can be any number between 0 to255.Userful Manager: The web interface used to configure settings on Userful Desktops.Organizational Account: A Userful Manager account for organizations (for example,libraries). Userful Manager User Accounts are linked to Organizational Accounts.Optical Drive: Used to access optical discs. Examples of optical discs are CDs andDVDs.Proxy Server: A machine that sits between computers in an internal network and theoutside world. Primarily used for filtering Internet content.Remote Monitoring and Control (formerly DiscoverAssist): A web portal to manageUserful Desktops in real time. e.g. send users messages, give them more time etc.Session Profile: A collection of settings related to a particular use of a station. ASession Profile includes a Name, Welcome Screen icon, browser start page, and manyother options.Static IP Address: An IP address that is specified manually for a computer or deviceand therefore does not change automatically.Subnet Mask: Used to determine which network a computer belongs to.User Account: An account a person uses to interface with Userful Manager. UserAccounts can be linked to one or many Userful Manager Organizational Accounts.Welcome Screen: Lists the Session Profiles available at a particular station. Users canchoose a session to use as well as the language they wish the session to appear in.Appendix B - Extending Userful Desktop
  • The Install Packages icon.The „Install Packages‟ tool in Administrator Mode is used to add and remove optionalUserful Desktop software packages. 1. Under „Advanced Tools‟ on the Administration Mode desktop, double-click the Install Packages icon to open the Install Packages tool. 2. Click the "Available" button 3. Check the box next to each package to be installed. 4. Click the „Process Queue‟ button on the lower right of the Installer window. 5. Click OK as required.You can select other repositories in the Install Packages tool interface.Repeat this process on every Userful Desktop multi-user computer or single usercomputer that requires the additional software. To remove software packages added byyourself or another Userful Desktop Administrator, follow the above process but click"Installed" instead in step 2 and uncheck boxes in step 3.WARNING: Only remove and install packages previously added by yourself or anotherUserful Desktop administrator. If you accidentally remove a critical component, youmay need to perform a reinstallation of Userful Desktop.