<phrase>Running the Staff Client installer</phrase>
</alt>
<imageobject>
- <imagedata fileref="../media/staffclientinstallation-staffclient-1.png" format="PNG" scalefit="1" width="70%"/>
+ <imagedata fileref="../media/staffclientinstallation-staffclient-1.png" format="PNG" scalefit="1" width="60%"/>
</imageobject>
</mediaobject>
<para>Click <guibutton>'Next'</guibutton> to continue through the guided install
<phrase>Running the Staff Client for the first time</phrase>
</alt>
<imageobject>
- <imagedata fileref="../media/staffclientinstallation-staffclient-2.png" format="PNG" scalefit="1" width="70%"/>
+ <imagedata fileref="../media/staffclientinstallation-staffclient-2.png" format="PNG" scalefit="1" width="60%"/>
</imageobject>
</mediaobject>
<para>First, add the name of your Evergreen server to the field
<para>Determine which version is needed</para>
<para>For most end-users, a specific version is required
to communicate properly with the Evergreen server. Check
- with your system admininstrator, IT person, or HelpDesk to
+ with your system administrator, IT person, or HelpDesk to
determine which Staff Client versions are
supported.</para>
<para>Next, you need to determine which
<para>will now run the Staff Client. You may wish to create a
shortcut for the Staff Client. To do so, use the previous
command as the target for the shortcut:
- <menuchoice><guimenu>Desktop</guimenu><guimenuitem>StartMenu</guimenuitem><guimenuitem>K-Menu</guimenuitem></menuchoice></para>
+ <menuchoice>
+ <guimenu>Desktop</guimenu>
+ <guimenuitem>StartMenu</guimenuitem>
+ <guimenuitem>K-Menu</guimenuitem>
+ </menuchoice>
+ </para>
</step>
</procedure>
</simplesect>
<literal>Windows XP</literal> from the drop-down menu, then
click <guibutton>'Apply'</guibutton>.</para>
</listitem>
- <listitem><para>Launch the Staff Client</para> <para>A new entry for the
- Staff Client should now appear somewhere in the <literal>All
- Applications</literal> menu of your Linux desktop. You may also
- find a new desktop shortcut for the Staff Client. To launch the
- Staff Client, visit the your desktop's <literal>All
- Applications</literal> menu and find the section similar to
- <menuchoice><guimenu>Wine</guimenu><guimenuitem>Program Files</guimenuitem><guimenuitem>Evergreen Staff Client</guimenuitem><guimenuitem>Evergreen Staff Client</guimenuitem></menuchoice>
- or else launch the Staff Client from the new desktop shortcut.</para></listitem>
+ <listitem>
+ <para>Launch the Staff Client</para>
+ <para>A new entry for the Staff Client should now appear
+ somewhere in the <literal>All Applications</literal> menu of
+ your Linux desktop. You may also find a new desktop shortcut for
+ the Staff Client. To launch the Staff Client, visit the
+ <literal>All Applications</literal> menu on your desktop and
+ find the section similar to
+ <menuchoice>
+ <guimenu>Wine</guimenu>
+ <guimenuitem>Program Files</guimenuitem>
+ <guimenuitem>Evergreen Staff Client</guimenuitem>
+ <guimenuitem>Evergreen Staff Client</guimenuitem>
+ </menuchoice>,
+ or else launch the Staff Client from the new desktop shortcut.</para>
+ </listitem>
</orderedlist>
</simplesect>
</section>
variables that you can pass to <command>make</command> to influence the manual build
process:</para>
<simplesect>
- <title>
- <envar>STAFF_CLIENT_BUILD_ID</envar>
- </title>
+ <title><envar>STAFF_CLIENT_BUILD_ID</envar></title>
<para>During the normal <emphasis>make install</emphasis> Evergreen server-side
software build process, the variable defaults to an automatically generated
date/time string, but you can also override the value of <envar>BUILD_ID</envar>.</para>
</screen>
</simplesect>
<simplesect>
- <title>
- <envar>STAFF_CLIENT_VERSION</envar>
- </title>
+ <title><envar>STAFF_CLIENT_VERSION</envar></title>
<para>During the normal <emphasis>make install</emphasis> Evergreen server-side
software build process, the variable is pulled automatically from a README file
in the Evergreen source root. The variable defaults to
</screen>
</simplesect>
<simplesect>
- <title>
- <envar>STAFF_CLIENT_STAMP_ID</envar>
- </title>
+ <title><envar>STAFF_CLIENT_STAMP_ID</envar></title>
<para>During the normal <emphasis>make install</emphasis> Evergreen
server-side software build process, the variable is generated from
<envar>STAFF_CLIENT_VERSION</envar>. You may want to have multiple versions
<userinput>make generic-client</userinput>
</screen>
<para>The output file <filename>evergreen_staff_client.xpi</filename> will be created.</para>
+
</simplesect>
<simplesect>
<title>Packaging a <systemitem class="osname">Windows</systemitem> Client</title>
<para>Once you have created the profiles, run
<application>XULrunner</application> with the option <option>-no-remote</option>
(in addition to <option>"-profilemanger"</option> or <option>"-P"</option> if
- neeeded). Instead of <application>XULrunner</application> opening a new login
+ needed). Instead of <application>XULrunner</application> opening a new login
window on your existing session it will start a new session instead, which can
then be logged in to a different server or workstation ID.</para>
</simplesect>
<phrase>Example of unconfigured Staff Client</phrase>
</alt>
<imageobject>
- <imagedata fileref="../media/staffclientinstallation-staffclient-workstationnames-1.png" format="PNG" scalefit="1" width="70%"/>
+ <imagedata fileref="../media/staffclientinstallation-staffclient-workstationnames-1.png" format="PNG" scalefit="1" width="60%"/>
</imageobject>
</mediaobject>
<para>In order to assign a workstation a name, a user with appropriate
<phrase>Example of configured Staff Client</phrase>
</alt>
<imageobject>
- <imagedata fileref="../media/staffclientinstallation-staffclient-workstationnames-2.png" format="PNG" scalefit="1" width="70%"/>
+ <imagedata fileref="../media/staffclientinstallation-staffclient-workstationnames-2.png" format="PNG" scalefit="1" width="60%"/>
</imageobject>
</mediaobject>
<para>Select the library this workstation physically operates in from the drop
<phrase>Example of registered Staff Client</phrase>
</alt>
<imageobject>
- <imagedata fileref="../media/staffclientinstallation-staffclient-workstationnames-3.png" format="PNG" scalefit="1" width="70%"/>
+ <imagedata fileref="../media/staffclientinstallation-staffclient-workstationnames-3.png" format="PNG" scalefit="1" width="60%"/>
</imageobject>
</mediaobject>
<para>You are now ready to log into the Staff Client for the first time. Type in
<primary>staff client</primary>
<secondary>running through an SSH tunnel</secondary>
</indexterm>
- <para>The Staff Client can use an <systemitem class="protocal">SSH</systemitem>
- tunnel as a <systemitem class="protocal">SOCKS 5</systemitem> proxy.</para>
- <simplesect>
- <title>Configuring a Proxy for the Staff Client</title>
- <para>There are several reasons for sending network traffic for the Staff Client through
- an <systemitem class="protocal">SSH</systemitem> proxy:</para>
- <itemizedlist>
- <listitem>
- <para>Firewalls may prevent you from reaching the server. This may happen when you
- are connecting the Staff Client to a test server that should not be available
- generally, or it may be the result of network design priorities other than ease of
- use.</para>
- </listitem>
- <listitem>
- <para>You may wish to improve security where Staff Client traffic may be
- susceptible to network eavesdropping. This is especially true when wireless is
- otherwise the best option for connecting a staff machine to the network.</para>
- </listitem>
- </itemizedlist>
- </simplesect>
- <simplesect>
+ <para>You can configure the Staff Client to communicate with the Evergreen server over
+ an <systemitem class="protocal">SSH</systemitem> tunnel using a SOCKS 5 proxy
+ server. There are several reasons for sending network traffic for the Staff Client
+ through an <systemitem class="protocal">SSH</systemitem> proxy:</para>
+ <itemizedlist>
+ <listitem>
+ <para>Firewalls may prevent you from reaching the Evergreen
+ server. This may happen when you are connecting the Staff
+ Client to a test server that should not be available
+ generally, or it may be the result of network design
+ priorities other than ease of use.</para>
+ </listitem>
+ <listitem>
+ <para>You may wish to improve security in situations where
+ Staff Client traffic may be susceptible to network
+ eavesdropping. This is especially true when staff machines
+ connect via wireless links to the network.</para>
+ </listitem>
+ </itemizedlist>
+ <section>
<title>Setting Up an <systemitem class="protocal">SSH</systemitem> Tunnel</title>
- <para>You will need a server that allows you to log in via <systemitem class="protocal">SSH</systemitem> and has network access to the Evergreen server
- you want to reach. You will use your username and password for that
- <systemitem class="protocal">SSH</systemitem> server to set up a tunnel.</para>
- <para>For <systemitem class="osname">Windows</systemitem> users, one good solution
- is the open-source utility
- <ulink url="http://www.chiark.greenend.org.uk/~sgtatham/putty/">PuTTY</ulink>
- a free <systemitem class="protocal">telnet/SSH</systemitem> client. When setting
- up a <application>PuTTY</application> session:</para>
+ <para>You will need a server that allows you to log in via
+ <systemitem class="protocal">SSH</systemitem> and has network access to the
+ Evergreen server you want to reach. You will use your username and password
+ for that <systemitem class="protocal">SSH</systemitem> server to set up a
+ tunnel.</para>
+ <para>For <systemitem class="osname">Windows</systemitem> users, one good
+ solution is the open-source utility
+ <ulink url="http://www.chiark.greenend.org.uk/~sgtatham/putty/">PuTTY</ulink>,
+ a free <systemitem class="protocal">telnet/SSH</systemitem> client.
+ Following are instructions for setting up an <application>SSH</application>
+ session using the <application>PuTTY</application> utility:</para>
<mediaobject>
<alt>
<phrase>Setting up an <systemitem class="protocal">SSH</systemitem>
tunnel in <application>PuTTY</application></phrase>
</alt>
<imageobject>
- <imagedata fileref="../media/staffclientinstallation-proxy-putty.png" format="PNG" scalefit="1" width="70%"/>
+ <imagedata fileref="../media/staffclientinstallation-proxy-putty.png" format="PNG" scalefit="1" width="60%"/>
</imageobject>
</mediaobject>
- <orderedlist>
- <listitem>Use the menu on the left to go to Connection > SSH > Tunnels.</listitem>
- <listitem>Enter ''9999'' in the "Source port".</listitem>
- <listitem>Choose "Dynamic". Do not enter anything in the Destination text entry box.</listitem>
- <listitem>Click <guibutton>'Add'</guibutton>; "D9999" will now appear in the "Forwarded
- ports" list.</listitem>
- <listitem>Use the menu on the left to go back to "Session", and enter the host name of the
- <systemitem class="protocal">SSH</systemitem> server.</listitem>
- <listitem>A window will open up so that you can enter your username and password. Once you
- are logged in, the tunnel is open.</listitem>
- </orderedlist>
+ <procedure>
+ <step>
+ <para>Using the menu on the left, find the section
+ <menuchoice>
+ <guimenu>Connection</guimenu>
+ <guimenuitem>SSH</guimenuitem>
+ <guimenuitem>Tunnels</guimenuitem>
+ </menuchoice>
+ </para>
+ </step>
+ <step>
+ <para>In the section on the right labeled <literal>"Source
+ port"</literal>, enter <literal>9999</literal>.</para>
+ </step>
+ <step>
+ <para>Set the checkbox <literal>"Dynamic"</literal>. Do not
+ enter anything in the <literal>"Destination"</literal> text
+ entry box.</para>
+ </step>
+ <step>
+ <para>Click <guibutton>'Add'</guibutton> and notice that
+ <literal>"D9999"</literal> now appears in the section
+ labeled <literal>"Forwarded ports"</literal>.</para>
+ </step>
+ <step>
+ <para>Use the menu on the left, find the
+ <literal>"Session"</literal> section, then enter the host name
+ of the <systemitem class="protocal">SSH</systemitem>
+ server.</para>
+ </step>
+ <step>
+ <para>A pop-up window will open to allow you to enter your
+ username and password. Once you are logged in, the tunnel is
+ open.</para>
+ </step>
+ </procedure>
<para>See <ulink url="http://inside.mines.edu/~gmurray/HowTo/sshNotes.html">How to set up
<systemitem class="protocal">SSH</systemitem> (for the beginner)</ulink> for information on
setting up <systemitem class="protocal">SSH</systemitem> for other client operating
- systems,</para>
- </simplesect>
- <simplesect>
+ systems.</para>
+ </section>
+ <section>
<title>Configuring the Staff Client to Use the <systemitem class="protocal">SSH</systemitem> Tunnel</title>
- <para>In order to tell the Staff Client that all traffic should be sent through the
- <systemitem class="protocal">SSH</systemitem> tunnel just configured, you must edit the
- file <filename>C:\Program Files\Evergreen Staff Client\greprefs\all.js</filename>.
- Search this file for the word <literal>socks</literal> to find the appropriate section
- for the following changes.</para>
+ <para>In order to tell the Staff Client that all traffic should be sent
+ through the <systemitem class="protocal">SSH</systemitem> tunnel just configured,
+ you must find edit the file <filename>all.js</filename>, usually located at
+ <filename>C:\Program Files\Evergreen Staff Client\greprefs\all.js</filename>
+ on a <systemitem class="osname">Windows</systemitem> system.
+ Search this file for the word <literal>socks</literal> to find the appropriate
+ section for the following changes.</para>
<mediaobject>
<alt>
<phrase>The SOCKS section of "all.js" before changes</phrase>
</mediaobject>
<para>Make the following changes:</para>
<itemizedlist>
- <listitem>Change the value of <literal>network.proxy.socks</literal> from
- <literal>""</literal> to <literal>localhost</literal>.</listitem>
- <listitem>Change the value of <literal>network.proxy.socks_port</literal> from
- <literal>0</literal> to <literal>9999</literal>.</listitem>
+ <listitem>
+ <para>Change the value of <literal>network.proxy.socks</literal>
+ from <literal>""</literal> to <literal>localhost</literal>.</para>
+ </listitem>
+ <listitem>
+ <para>Change the value of <literal>network.proxy.socks_port</literal>
+ from <literal>0</literal> to <literal>9999</literal>.</para>
+ </listitem>
</itemizedlist>
<mediaobject>
<alt>
<imagedata fileref="../media/staffclientinstallation-proxy-socks-2.png" format="PNG" scalefit="1" width="70%"/>
</imageobject>
</mediaobject>
- <para>If everything is working correctly, you should now be able to run the Staff Client
- and all its data will be sent encrypted through the
+ <para>If everything is working correctly, you should now be able to run
+ the Staff Client and all its data will be sent encrypted through the
<systemitem class="protocal">SSH</systemitem> tunnel you have just configured.</para>
- </simplesect>
+ </section>
+ </section>
+ <section>
+ <title>Navigating a Tabbed Interface</title>
+ <para>Like many popular current web browsers and other applications, the Staff Client
+ uses a "tabbed" interface. Tabs allow you to have several pages open at the same time
+ in a single window. This is easier to manage on your computer screen than multiple
+ windows, since you can easily switch between tabs in the same window.</para>
+ <mediaobject>
+ <alt>
+ <phrase>Tabs in the Staff Client window</phrase>
+ </alt>
+ <imageobject>
+ <imagedata fileref="../media/staffclientinstallation-tabbed-1.png" format="PNG" scalefit="1" width="70%"/>
+ </imageobject>
+ </mediaobject>
+ <para>The "tabs" appear below the menu bar in the Staff Client with a descriptive
+ title. Simply select a tab to bring it to the front and view the page displayed in the
+ tab. You can use tabs to have access to multiple things all at the same time: patron
+ records and searches, bibliographic records and searches, circulation or cataloging
+ interfaces - anything at all in the Staff Client.</para>
+ <itemizedlist>
+ <listitem>Create a new tab by pressing
+ <keycombo>
+ <keycap>Ctrl</keycap>
+ <keycap>T</keycap>
+ </keycombo>
+ on the keyboard or selecting
+ <menuchoice>
+ <guimenu>File</guimenu>
+ <guimenuitem>New Tab</guimenuitem>
+ </menuchoice>
+ from the menu.</listitem>
+ <listitem>Close a tab by pressing
+ <keycombo>
+ <keycap>Ctrl</keycap>
+ <keycap>W</keycap>
+ </keycombo> on the keyboard or selecting
+ <menuchoice>
+ <guimenu>File</guimenu>
+ <guimenuitem>Close Tab</guimenuitem>
+ </menuchoice>
+ from the menu.</listitem>
+ <listitem>Switch tabs by pressing
+ <keycombo>
+ <keycap>Ctrl</keycap>
+ <keycap>Tab</keycap>
+ </keycombo> on the keyboard or selecting the tab in the tab bar.</listitem>
+ </itemizedlist>
</section>
</section>
</chapter>