Difference between revisions of "Manuals/Pre-Book/Administrator Guide"

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<big>'''Pre-Book Manuals'''</big>
  
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=Introduction=
 
=Introduction=
  
 
==Welcome to Pre-Book==
 
==Welcome to Pre-Book==
Thank you for choosing Pre-Book, Userful's full-featured, open source, PC reservation system which integrates with Userful's DiscoverStation public access computing software, as well as Windows. With Pre-book, patrons can book time on a station using the Internet, Intranet or by simply logging in at an available station.  Whether it is in a library, school, or another venue, Pre-Book is easy to install, learn and use.
+
Thank you for choosing Pre-Book, Userful's full-featured, open-source computer reservation system. Pre-Book integrates with Userful Desktop public access computing software, as well as Windows. With Pre-Book, patrons can book time on a station using the Internet, Intranet or by simply logging in at an available station.  Whether it is in a library, school, internet cafe, or another venue that needs managed booking, Pre-Book is easy to install, learn and use.
  
 
==Purpose of This Guide==
 
==Purpose of This Guide==
This guide is targeted towards administrators and staff, who will interact directly with the Pre-Book system. It details the operational aspects of Pre-Book functionality, not the technical aspects of Pre-Book architecture.
+
This guide is targeted towards system administrators, who will install and configure the Pre-Book system. It details the operational aspects of Pre-Book functionality, not the technical aspects of Pre-Book architecture.
 +
 
 +
For instructions on the day-to-day use of Pre-Book by staff and other users, please see the [[Manuals/Pre-Book User Guide | ''Pre-Book User Guide'']].
  
 
=Pre-Book Server Installation=
 
=Pre-Book Server Installation=
Pre-Book Server is the server component of the Pre-Book system. The server houses the Pre-Book database, acts as the authentication server, and provides the public front end for Web-based PC reservation.
+
Pre-Book Server is the server component of the Pre-Book system. The server houses the Pre-Book database, acts as the authentication server, and provides the public front end for Web-based PC bookings & reservations.
  
 
==Minimum System Requirements==
 
==Minimum System Requirements==
Line 26: Line 36:
 
* An 800 MHZ Intel X86 processor (or equivalent AMD processor).
 
* An 800 MHZ Intel X86 processor (or equivalent AMD processor).
 
* 4 GB of available hard disk space.
 
* 4 GB of available hard disk space.
* A monitor with a minimum of 800x600 resolution.
+
* A monitor with a minimum of 800x600 resolution (for installation)
 
* CD-ROM or DVD drive, keyboard and mouse.
 
* CD-ROM or DVD drive, keyboard and mouse.
 
* Ethernet card for Internet/LAN connectivity.
 
* Ethernet card for Internet/LAN connectivity.
  
 
==Installing Pre-Book Server==
 
==Installing Pre-Book Server==
There are three main parts to Pre-Book Server installation:  (1) installing the operating system, (2) configuring and installing the Pre-Book Server software, and (3) configuring your Pre-Book settings. The first two will be discussed in this section, and the third will be considered in the next section.
+
There are two main parts to Pre-Book Server installation:  (1) installing the operating system, and (2) configuring your Pre-Book settings.
 +
 
 +
As of Pre-Book 4.0, the ISO comes pre-configured with default settings.
  
 
Follow these steps to install Pre-Book Server:
 
Follow these steps to install Pre-Book Server:
Line 37: Line 49:
 
'''Operating System Installation'''
 
'''Operating System Installation'''
  
[[Image:Pre-book_install1.JPG|300 px|thumb|right|Figure:  Install CD splash screen.]]
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[[Image:Pre-book_install1.PNG|300 px|thumb|right|Figure:  Install CD splash screen.]]
 
* Ensure that the computer on which you will install Pre-Book Server is bootable from the CD or DVD drive.  (This may require an adjustment in the computer's BIOS settings.)
 
* Ensure that the computer on which you will install Pre-Book Server is bootable from the CD or DVD drive.  (This may require an adjustment in the computer's BIOS settings.)
 
* Insert the Pre-Book Install CD in the drive and reboot the machine. After several moments a splash screen will appear:
 
* Insert the Pre-Book Install CD in the drive and reboot the machine. After several moments a splash screen will appear:
 +
'''NOTE:''' Installing Pre-Book Server will erase all the data from the computer's hard drive.
 
* At this point type <code>install</code> and press the <code>Enter</code> key.
 
* At this point type <code>install</code> and press the <code>Enter</code> key.
 
<br clear="all" />
 
<br clear="all" />
  
[[Image:Pre-book_install2.JPG|300 px|thumb|right|Figure:  Installation begins.]]
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[[Image:Pre-book_install2.PNG|300 px|thumb|right|Figure:  Installation begins.]]
 
* Installation will proceed automatically.
 
* Installation will proceed automatically.
 
<br clear="all" />
 
<br clear="all" />
  
[[Image:Pre-book_install3.JPG|300 px|thumb|right|Figure:  Installation finished.]]
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[[Image:Pre-book_install3.PNG|300 px|thumb|right|Figure:  Installation finished.]]
 
* Once installation completes, you will be asked to remove the Pre-Book Install CD from the CD drive.
 
* Once installation completes, you will be asked to remove the Pre-Book Install CD from the CD drive.
 
* Verify that the ethernet cable is connected, then click <code>Reboot</code>.
 
* Verify that the ethernet cable is connected, then click <code>Reboot</code>.
 
* The computer will now reboot.
 
* The computer will now reboot.
* At the prompt, log in using the proper username and password. (The default username and password may be found in the README file on newer versions of the Install CD, or you can call Userful Technical Support.)
+
* Log in at the prompt. ''Please [[Contact Userful | contact Userful Support]] for the credentials.''
: <font color=red>'''Warning:  Please change the default root password as soon as you have finished installing.'''</font>
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 +
<font color=red>'''Warning:  Please change the default root password as soon as you have finished installing.'''</font>
 
<br clear="all" />
 
<br clear="all" />
  
[[Image:Pre-book_ip.JPG|300 px|thumb|right|Figure: IP address displayed by ifconfig.]]
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[[Image:Pre-book_ip.jpg|300 px|thumb|right|Figure: IP address displayed by ifconfig.]]
* The Pre-Book Server's IP address is obtained by typing <code>ifconfig</code> at the command prompt and then pressing <code>Enter</code>. Patrons will access the Pre-Book PC reservation system at that IP address.
+
* The Pre-Book Server's IP address is obtained by typing <code>ifconfig</code> at the command prompt and then pressing <code>Enter</code>. Patrons will access the Pre-Book PC booking & reservation system at that IP address.
 
* Ensure that the Pre-Book Server is accessible externally on ports 22 and 80.  (Port 22 is for remote maintenance and port 80 is for the Web interface.)
 
* Ensure that the Pre-Book Server is accessible externally on ports 22 and 80.  (Port 22 is for remote maintenance and port 80 is for the Web interface.)
<br clear="all" />
 
 
'''Pre-Book Server Software Installation/Configuration'''
 
 
[[Image:Pre-book_page1new.jpg|300 px|thumb|right|Figure:  Use a Web browser to configure software install.]]
 
* Using a Web browser from any computer in your network, enter the IP address in the address bar.
 
* The Pre-Book Installation Welcome page from Userful will be displayed.  This will install and configure the Pre-Book Server software and database.
 
<br clear="all" />
 
 
[[Image:Pre-book_page2new.jpg|300 px|thumb|right|Figure:  Start installation and configuration.]]
 
* Complete the form by supplying configuration information, then click <code>Start Installation</code>.
 
<br clear="all" />
 
 
[[Image:Pre-book_page3.jpg|300 px|thumb|right|Figure:  Configuration installation progressing.]]
 
* The Pre-Book Server will configure itself based on details supplied. The process may take 3 to 10 minutes depending on the configuration.
 
<br clear="all" />
 
 
[[Image:Pre-book_page4new.jpg|300 px|thumb|right|Figure:  Configuration done.]]
 
* Once the status bar in the browser displays "Done", scroll down to the bottom of the page.
 
<br clear="all" />
 
 
[[Image:Pre-book_page5new.jpg|300 px|thumb|right|Figure:  Start administration configuration.]]
 
* Click "<code>Pre-Book administration pages</code>" to start configuring Pre-Book settings and policies.
 
: '''NOTE:''' To configure and use Pre-Book, refer to the next section of this manual.
 
 
<br clear="all" />
 
<br clear="all" />
  
 
==Configuring Pre-Book==
 
==Configuring Pre-Book==
  
To configure Pre-Book, log in as administrator. Administrators have complete control over the Pre-Book system. Administrators can set up and control access to their public computers, manage time limits for usage and view usage reports.
+
To configure Pre-Book, log in to the web interface as an administrator. Administrators have complete control over the Pre-Book system, including setting up and controlling access to their public computers, manage time limits for usage and view usage reports.
  
 
To begin configuring, follow the steps below.
 
To begin configuring, follow the steps below.
Line 92: Line 82:
 
===Administrator Login===
 
===Administrator Login===
  
[[Image:configprebook1.JPG|300 px|thumb|right|Figure:  Pre-Book Web interface Welcome Page.]]
+
[[Image:configprebook1.png|300 px|thumb|right|Figure:  Pre-Book Web interface welcome page.]]
 
* From any Web browser in your network enter the IP address of the Pre-Book Server.
 
* From any Web browser in your network enter the IP address of the Pre-Book Server.
 
* On the Welcome Page as shown in the figure click <code>Staff Login</code>.
 
* On the Welcome Page as shown in the figure click <code>Staff Login</code>.
 
<br clear="all" />
 
<br clear="all" />
  
[[Image:configprebook2.JPG|300 px|thumb|right|Figure:  Logging into the administrator's account.]]
+
[[Image:configprebook2.png|300 px|thumb|right|Figure:  Logging into the administrator's account.]]
* Enter the administrator's email address and password (these are same as those you entered during the Pre-Book Server software install process documented above).
+
* Enter the administrator's email address and password (''Please [[Contact Userful | contact Userful Support]] for the credentials.'').
 
* Click <code>OK</code>.
 
* Click <code>OK</code>.
 
<br clear="all" />
 
<br clear="all" />
Line 104: Line 94:
 
===Administrator Menu===
 
===Administrator Menu===
  
[[Image:configprebook3.JPG|300 px|thumb|right|Figure:  The Administrator Menu.]]
+
[[Image:configprebook3.png|300 px|thumb|right|Figure:  The Administrator Menu.]]
 
* The Administrator Menu is located at the right of all Pre-Book administrator pages.  It provides access to important administrative functions which are described below.
 
* The Administrator Menu is located at the right of all Pre-Book administrator pages.  It provides access to important administrative functions which are described below.
 
* Click on Administrator Menu links to access each section.
 
* Click on Administrator Menu links to access each section.
Line 112: Line 102:
 
====Web Parameters====
 
====Web Parameters====
  
Web parameters are used by Pre-Book to configure the Web service that provides the Web-based user interface, and manages access modes and provides authentication services to Pre-Book clients. These parameters are pre-filled based on details supplied at the time of installation. This section describes each option.
+
Web parameters are used by Pre-Book to configure the Web service that provides the Web-based user interface, and manages access modes and provides authentication services to Pre-Book clients. These parameters are pre-filled with defaults. If you already have an authentication server (for example, a SIP server or ILS server), we suggest that you [[Contact Userful | contact Userful Support]] to integrate Pre-Book with your authentication server. Our experienced staff will be glad to help you out.
 
+
After changing these parameters, you must press the <code>OK</code> button at the bottom of the page to save your changes.
Note that if you change one of these parameters, you must click on the <code>OK</code> button at the bottom of the page to save your changes.
 
 
 
* ''AdministratorEMail'' -- Enter the email address of the administrator. It is important that this  email address is valid, since the Pre-Book Server regularly sends important information to this address, such as errors, password resets etc.                                                                                                       
 
 
 
* ''AllowLoginOnAuthServerFailureP'' -- Set this parameter to "1" to allow patrons to book computer stations even if the authentication server is inaccessible. Set this parameter to "0" to always require proper authentication.
 
 
 
* ''BarcodePrefix'' -- This field allows Pre-Book to fill in much of the Barcode field on the patron login screen. Pre-populating the input box can minimize patron input errors.  For example, if all barcodes begin with 2000105, enter "2000105" in the field.
 
 
 
* ''DemoAllowRegisteredUserP'' -- Set this parameter to "0" to allow only registered patrons to login, or to "1" to allow access to anyone.
 
 
 
* ''DemoModeP'' -- Set this parameter to "1" if PrebookMode is set to "demo", or "0" if Pre-book is being used to demo.
 
 
 
* ''Introduction'' -- Welcome statement for the users. It appears on the login page below the "Welcome to ..." text.
 
 
 
* ''LocationPrettyName'' -- The singular form of the name for the facility in which Pre-Book will be serving. This name is displayed in various parts of Pre-Book. We recommend leaving it to the default value.
 
 
 
* ''LocationPrettyPlural'' -- The plural form of the facility name used in ''LocationPrettyName''.
 
 
 
* ''OrganizationName'' -- Enter the name of the organization or association that will be using the reservation system. This name will also appear on the patron login page in the "Welcome to ..." text.
 
 
 
* ''PatronPasswordP'' -- Set this parameter to "1" to display a PIN or password field on the patron login screen. Set this parameter to "0" to hide the field if you do not require your patrons to use it.
 
 
 
* ''PrebookMode'' -- This field sets the mode in which Pre-Book runs. Set this parameter to "normal" to require patron authentication, "demo" to allow only demo users to login, "bypass" to allow everyone to login (no matter what they type in) and "existing users" to allow locally created OpenACS users to log in.
 
 
 
* ''ProductToReserve'' -- The kind of property that is to be reserved. In most cases this will be set to "PC".
 
 
 
* ''ReservationEmail'' -- This is the outgoing email address from which reservation notification messages are sent to patrons.
 
 
 
* ''WebsiteAddress'' -- The website address used in some email notifications.
 
  
 
====Policy Settings====
 
====Policy Settings====
  
The Policy Settings page allows administrators to establish how patrons access PCs managed by Pre-Book. After changing these parameters, you must press the <code>OK</code> button at the bottom of the page to save your changes.
+
The Policy Settings page allows administrators to establish time settings for patron access on PCs managed by Pre-Book. After changing these parameters, you must press the <code>OK</code> button at the bottom of the page to save your changes.
 
 
* ''Policy Name'' -- A short, descriptive name for the current policy.
 
 
 
* ''Maximum Reservation Length'' -- The maximum length of time a station can be reserved with a single reservation.
 
 
 
* ''Minimum Reservation Length'' -- The minimum length of time a station can be reserved for.
 
 
 
* ''Reservation Block Length'' -- The basic unit of time of which reservable blocks of time are multiples. For example, a block length of 15 minutes means reservations may be made for 15 minutes, 30 minutes, 45 minute etc.
 
: '''NOTE:''' We recommend setting this value to "0" to minimize unused computer time.
 
 
 
* ''Maximum Reservations'' -- Maximum number of future reservations which can be made by a patron.
 
 
 
* ''Maximum Advance Notice'' -- Patrons cannot make reservations earlier than this amount of time in advance.
 
 
 
* ''Minimum Advance Notice'' -- Patrons cannot make reservations with less than this amount of time before the session time starts.
 
: '''NOTE:''' We recommend setting this value to "0" if walk-up reservations are allowed.
 
 
 
* ''Cancellation Notice'' -- Users must cancel reservations at least this amount of time before their reserved session time starts.
 
 
 
* ''Accounting Period'' -- Time period in which reservations are limited to the maximum total reservation time. This may be any number of minutes, hours or days. After each Accounting Period, patrons' consumed computer time reverts to zero. Reservations are unaffected by the Accounting Period.
 
: '''NOTE:''' Patrons cannot make any more reservations if they are already at the maximum for the Accounting Period.
 
 
 
* ''Maximum Total Reservation Time'' -- Maximum total reservation time allowed for all items, per patron, per accounting period.
 
 
 
* ''Maximum Number of Reservations'' -- Maximum total number of individual reservations, per patron, per accounting period.
 
 
 
* ''Grace Period'' -- Maximum amount of time an unclaimed reservation is held. After this time, the reserved PC becomes available for walk-up use and reservation by another patron.
 
 
 
* ''Unclaimed Reservation Penalty'' -- The penalty applied for unclaimed or "no-show" reservations. Options are: "No penalty", "User loses grace period minutes", or "User loses full length of reservation".
 
 
 
* ''Service Withdrawal Threshold'' -- Maximum number of unclaimed reservations per accounting period before a user is prevented from making further reservations.
 
 
 
* ''Accounting Period for Penalties'' -- Time period over which penalties remain in effect. This allows reservation misuse to be penalized over a broader range of time than the regular Accounting Period. After each Accounting Period, a patron's consumed computer time and penalties revert to zero. Reservations are unaffected by the Accounting Period for Penalties.
 
  
 
====Machines and Locations====
 
====Machines and Locations====
  
[[Image:configprebookmac1.JPG|300 px|thumb|right|Figure:  The Machines and Locations page.]]
+
[[Image:configprebookmac1.png|300 px|thumb|right|Figure:  The Machines and Locations page.]]
The Machines and Locations page allows the administrator to change locations (offices, branches, departments, etc.) and computer station parameters. Both machines and locations must be configured before the Pre-Book system can be used for reservations.
+
The Machines and Locations page allows the administrator to change locations (offices, branches, departments, etc.) and computer station parameters. Both machines and locations must be configured before the Pre-Book system can be used for reservations. You must click the <code>Save Location</code> button after making changes for it to take effect.
  
 
'''NOTE:''' Locations must be defined before machines can be added to it. All machines must be deleted from a location before deleting that location.
 
'''NOTE:''' Locations must be defined before machines can be added to it. All machines must be deleted from a location before deleting that location.
 
<br clear="all" />
 
<br clear="all" />
  
[[Image:configprebookmac2.JPG|300 px|thumb|right|Figure:  The Machines and Locations page.]]
+
[[Image:configprebookmac3.png|300 px|thumb|right|Figure:  Machine settings page.]]
'''Locations''' are physical or logical groupings of stations managed by the Pre-Book system. For example, a location might be a cluster of stations in the juvenile literature area or all the stations at a branch of a library.
+
'''Machines''' are individual PCs managed by Pre-Book. Each machine must have at least one station. In the case of Pre-Book Microsoft Windows clients, each machine will be considered as one station. You must click the <code>Save Machine</code> button after making changes for them to take effect.
 
 
* ''Location Name'' -- This is the unique name that identifies a physical or logical location, such as "Central Branch", "Business Centre", or "Third Floor".
 
 
 
* ''Address Fields'' -- The physical address of the location.
 
 
 
* ''Time Zone'' -- The time zone in which the location resides.
 
 
 
* ''Phone Number'' -- (Reference desk, reception, etc.) A phone number which patrons can call to direct inquiries about their reservations.
 
 
 
'''NOTE:''' You must click the <code>Save Location</code> button after making changes for it to take effect.
 
<br clear="all" />
 
 
 
[[Image:configprebookmac3.JPG|300 px|thumb|right|Figure:  Machine settings page.]]
 
'''Machines''' are individual PCs managed by Pre-Book. Each machine must have at least one, but no more than ten stations. In the case of Pre-Book Microsoft Windows clients, each machine will be considered as one station.
 
 
 
* ''System Name'' -- This is the unique name that identifies the machine. Make sure that your DiscoverStations or Windows clients have this same name as their System ID.  (For example, with DiscoverStation, the computer's System ID listed in Network Personalizer is often used as the System Name in Pre-Book.)
 
 
 
* ''Number of Stations'' -- The number of stations connected to the machine. In the case of Windows clients the value should be 1.
 
 
 
* ''Begin Numbering At'' -- Number assigned to the first station of the machine.  For DiscoverStations, this must match the numbering scheme in Network Personalizer.
 
 
 
* ''Location'' -- The location the machine is in.  (See above.)
 
  
'''NOTE:''' You must click the <code>Save Machine</code> button after making changes for them to take effect.
+
'''NOTE:''' For Userful Desktop systems, the ''System Name'' must match the ''Prebook Machine Name'' of the machine in [http://manage.userful.com Userful Manager]. As well, the ''Begin numbering at'' must match the ''Begin numbering at'' in [http://manage.userful.com Userful Manager] as well.
 
<br clear="all" />
 
<br clear="all" />
  
 
====Holiday Hours====
 
====Holiday Hours====
  
[[Image:configprebookhh.JPG|300 px|thumb|right|Figure: Configure Holiday Hours.]]
+
[[Image:configprebookhh.png|300 px|thumb|right|Figure: Configure Holiday Hours.]]
 
This section is used to remove time from ordinary operating hours. For example if your operating hours are usually 10:00 - 5:00 and on a holiday you would be open 10:00 - 3:00 you would set a holiday from 3:00 - 5:00 that day.
 
This section is used to remove time from ordinary operating hours. For example if your operating hours are usually 10:00 - 5:00 and on a holiday you would be open 10:00 - 3:00 you would set a holiday from 3:00 - 5:00 that day.
* You can specify more than one holiday per day. So if you want to open later, and close earlier, just make 2 holidays those days.
+
* You can specify more than one holiday per day. If you want to open later and close earlier, just make 2 holidays those days.
* If you want to extend your hours over a holiday, you will have to change your hours of operation in the Machine and Location page, then change them back when the change in service is over.
+
* If you want to extend your hours over a holiday, you will have to change your hours of operation in the Machine and Location page, then change them back when the change in service is over. If you are using Userful Desktops, you will also need to change the hours in [http://manage.userful.com Userful Manager].
 
<br clear="all" />
 
<br clear="all" />
  
 
====Override Barcodes====
 
====Override Barcodes====
  
[[Image:configprebookob.JPG|300 px|thumb|right|Figure: Override barcodes.]]
+
[[Image:configprebookob.png|300 px|thumb|right|Figure: Override barcodes.]]
Override barcodes allow users to enter into the system without registering or having a password.  
+
Override barcodes allow users to enter into the system without registering or having a password. The barcodes do not have restrictions on the number of logins, and can be added by simply entering the barcode in the designated field and clicking on <code>Add</code>.
* Does not have restrictions on the number of logins.
+
 
* Can be added by simply entering the barcode in the designated field and clicking on <code>Add</code>.  
 
 
'''Note:''' Since these login credentials allow so much freedom, your staff should be careful not to allow patrons to see the barcode being entered.  This will prevent abuse of override barcodes.  However, if a barcode is being abused, you can always delete it and create a new one.
 
'''Note:''' Since these login credentials allow so much freedom, your staff should be careful not to allow patrons to see the barcode being entered.  This will prevent abuse of override barcodes.  However, if a barcode is being abused, you can always delete it and create a new one.
 
<br clear="all" />
 
<br clear="all" />
Line 236: Line 141:
 
====Search for a Patron====
 
====Search for a Patron====
  
[[Image:configprebooksp.JPG|300 px|thumb|right|Figure: Barcode search screen.]]
+
[[Image:configprebooksp.png|300 px|thumb|right|Figure: Barcode search screen.]]
 
Enter the barcode you want to search for and click <code>OK</code>.
 
Enter the barcode you want to search for and click <code>OK</code>.
 
<br clear="all" />
 
<br clear="all" />
  
[[Image:configprebooksr.JPG|300 px|thumb|right|Figure: Search results.]]
+
[[Image:configprebooksr.png|300 px|thumb|right|Figure: Search results.]]
 
The search results page allows you to see a patron's login records and also displays station availability.  This allows you to reserve a PC for them if needed.
 
The search results page allows you to see a patron's login records and also displays station availability.  This allows you to reserve a PC for them if needed.
 
<br clear="all" />
 
<br clear="all" />
Line 246: Line 151:
 
====Staff Members:====
 
====Staff Members:====
  
[[Image:configprebooksm.JPG|300 px|thumb|right|Figure: Adding a Staff Member]]
+
[[Image:configprebooksm.png|300 px|thumb|right|Figure: Adding a Staff Member]]
You can create logins for various staff members so they can administer basic Pre-book functionality without the Administrator’s user name and password.
+
You can create logins for various staff members so they can administer basic Pre-Book functionality without the Administrator’s user name and password.
 
<br clear="all" />
 
<br clear="all" />
  
 
====Computer Log-In Records====
 
====Computer Log-In Records====
  
[[Image:configprebooklogr.JPG|300 px|thumb|right|Figure: Log In Records]]
+
[[Image:configprebooklogr.png|300 px|thumb|right|Figure: Log In Records]]
This page displays computer log-in attempts. You can display the records by date and location or combination of both.
+
This page displays computer log-in attempts. You can display the records by date and location or a combination of both.
 
<br clear="all" />
 
<br clear="all" />
  
 +
==Windows Pre-Book Client Installation==
  
 +
For instructions on installing the Windows Pre-Book Client, please see the [[Readme/Pre-Book/WinClient|Windows Client Pre-Book Instructions]]
  
 +
=FAQs: Frequently Asked Questions=
 +
==Q: Can Pre-Book 4.0 Run In A Virtual Machine?==
  
 +
A: As of Pre-Book 4.0, the server component can run in Xen, VMWare, and VirtualBox seamlessly. Just use the ISO to install!
  
 +
==Q: How do I change the root password?==
  
==Windows Client Installation==
+
A: Do the following:
  
Follow the steps below to install the Pre-Book Windows Client:
+
# Login as root
 +
# Use this command to change the root password: <pre>passwd</pre>
  
[[Image:Winclient1.JPG |300 px|thumb|right|Figure: Installation welcome screen]]
+
==Q: How can I setup a static IP address on Pre-Book Server?==
* Insert the Pre-Book CD into the drive.
 
: '''NOTE:''' Pre-Book Windows Client can also be downloaded from Userful's website (see http://userful.com/download/).
 
* Login as administrator.
 
* From your desktop, double-click on <code>My Computer</code>.
 
* Double-click on the <code>CD Drive</code> icon.
 
* Double-click on <code>pre-book_1.0.exe</code> (your version number may differ).
 
* Click <code>Next</code> on the install program's welcome screen.
 
<br clear="all" />
 
  
[[Image:Winclient2.JPG |300 px|thumb|right|Figure: License Agreement]]
+
A: Do the following:
* Accept the license agreement by clicking on <code>I Agree</code>.
 
<br clear="all" />
 
  
[[Image:Winclient3.JPG |300 px|thumb|right|Figure: Install Location]]
+
# Login as root.
* Verify the installation folder and click on <code>Next</code>.
+
# Start the Network Configuration tool with this command: <pre>system-config-network</pre>
<br clear="all" />
+
# Use the tool to assign a static IP address.
 
 
[[Image:Winclient4.JPG |300 px|thumb|right|Figure: Server Address and Port]]
 
* Enter the details asked for based on the following descriptions and click on <code>Install</code>.
 
**  ''Pre-Book Server'' -- The IP address of the Pre-Book Server.
 
**  ''Port'' -- This must be "80".
 
**  ''URI'' -- This must say "/pre-book/XMLRPC"
 
**  ''System ID'' -- The unique name of client (anything you want).
 
<br clear="all" />
 
 
 
[[Image:Winclient5.JPG |300 px|thumb|right|Figure: Restart]]
 
* Select <code>Reboot now</code> and click on <code>Finish</code>.  This should automatically reboot your Windows computer.
 
* Finally, login using the non-administrator Windows account and Pre-Book Client should start up.
 
<br clear="all" />
 
 
 
=Using Pre-Book=
 
 
 
====Making a Reservation====
 
 
 
There are a few steps to making a reservation:
 
 
 
[[Image:mkreserve1.jpg|300 px|thumb|right|Figure:  Reservation main screen.]]
 
* Enter the Pre-Book Web interface by typing in the IP address of your Pre-Book Server in your Web browser's address bar.
 
* Type in your username (or barcode) and password in the appropriate field and click on <code>OK</code> to continue.
 
<br clear="all" />
 
 
 
[[Image:mkreserve2.jpg|300 px|thumb|right|Figure:  Book it.]]
 
* Select the date, time and location for your reservation; this will display the available stations.
 
* Click on <code>book it</code> to reserve your PC.
 
<br clear="all" />
 
 
[[Image:mkreserve3.jpg|300 px|thumb|right|Figure:  Confirmation.]]
 
* A message will display confirming the details of your reservation.
 
* If you wish to receive e-mail notification of your reservation, enter your e-mail address.
 
* Click on <code>Confirm Reservation</code> to complete the process.
 
<br clear="all" />
 
  
[[Image:mkreserve4.jpg|300 px|thumb|right|Figure:  Review reservations.]]
+
==Q: How can I get Pre-Book integrated with my authentication server?==
* Your reservation history will be displayed.
 
* You can scroll down to the end of the displayed page to review your reservations.
 
* '''NOTE:''' Make sure you click on <code>Log out</code> before leaving the reservation station, or else other people will be able to view your information and even make changes.
 
<br clear="all" />
 
  
==Deleting a Reservation==
+
A: Currently, integration can only be done with the help of Userful staff. As this is considered custom development, please [http://userful.com/company/contact-us contact Userful Sales to get a quote].
  
[[Image:delreserve1.jpg|300 px|thumb|right|Figure: Deleting reservations.]]
+
==Q: I cannot access Pre-Book's Web page from my browser. How do I fix it?==
Both patrons and administrators can delete an unfinished reservation through the reservations page.
 
* Patrons can reach this page by logging in with their username/barcode and password in the main page, as explained in the section "Making a Reservation".
 
* Staff can use the "Search for a Patron" option from the staff menu.
 
* Once you find the unwanted reservation, just click on the trash can icon beside the reservation to delete it.
 
<br clear="all" />
 
  
=Troubleshooting=
+
A: Check to see if you have typed the right URL in your address bar.  If you are sure it is correct, then follow the steps below.
  
==Overview==
+
# [[Image:serverrestart.jpg|300 px|thumb|right|Figure: At the terminal prompt.]] Login to Pre-Book Server as root.
 +
# At the terminal prompt, type the following and press <code>Enter</code>:  <pre>svc -t /service/prebook</pre>
 +
# Try reloading Pre-Book's Web page in your browser again; it should be accessible now.
 +
# At the terminal prompt, type the following and press <code>Enter</code>:  <pre>exit</pre>
 +
# You will be logged out of root. <br clear="all" />
  
The procedures described below are the recommended methods to try when troubleshooting Pre-Book issues. All of these procedures are good to use when beginning troubleshooting or when other solutions have not resolved your problems. With the help of these methods, most users will either have their issues resolved or be able to find the next best technique for troubleshooting their problem.
+
==Q: How do I fix Pre-Book's time?==
 +
A: If you are having time problems, simply follow these steps:
 +
# [[Image:Configprebookmac2.png|300px|thumb|right|Check that the correct time zone is set in the Location page]]Login as an administrator and under <i>Machines and Locations</i>, and check that the location has the correct time zone.
 +
# [[Image:time1.jpg|300 px|thumb|right|Figure: Time Zone Selection.]] Login to the Pre-Book Server as root.
 +
# At the terminal prompt, type the following and press <code>Enter</code>:  <pre>system-config-date</pre>
 +
# This should bring up the time configuration program with a timezone menu.
 +
# Select your timezone from the list by using the arrow keys and then use the mouse pointer to click <code>OK</code> or use the <code>Tab</code> key until the <code>OK</code> button is highlighted and press <code>Enter</code>.
 +
# Check in with an NTP time clock to ensure that the clock is correct. Type in the following and press <code>Enter</code>: <pre>ntpdate -u clock1.redhat.com ; hwclock --systohc</pre>
 +
# Reboot the system
 +
# Check the time by reloading the Pre-Book Web page in your browser.<br clear="all" />
  
==Common Errors and How to Fix Them==
+
==Q: Why can't I install Pre-Book Server?==
  
Below is a listing of common errors that can occur on Pre-Book Servers and Clients. Each of these have additional information about the errors and recommendations on how to resolve the issue.
+
A: Before you follow the steps below, check to see if your hardware configuration meets the minimum system requirement specified in the "Pre-Book Server Installation" Chapter.
 
 
===I cannot install Pre-Book Server===
 
 
 
Solution: Before you follow the steps below, check to see if your hardware configuration meets the minimum system requirement specified in the "Pre-Book Server Installation" Chapter.
 
  
 
The problem may be that your hard drive still has residual data from previous operating systems or software installs.  This residual data will need to be completely wiped clean and Pre-Book Server reinstalled.
 
The problem may be that your hard drive still has residual data from previous operating systems or software installs.  This residual data will need to be completely wiped clean and Pre-Book Server reinstalled.
  
[[Image:dban1.jpg|300 px|thumb|right|Figure:  Install Screen.]]
+
# [[Image:Pre-book_install1.PNG|300 px|thumb|right|Figure:  Install Screen.]] Insert the Pre-Book Install CD.
* Insert the Pre-Book Install CD.
+
# Turn off the computer, wait 5 seconds, then turn it back on.
* Turn off the computer, wait 5 seconds, then turn it back on.
+
# Once you see the Install Screen, Press <code>F2</code> to enter diagnostics mode. <br clear="all" />
* Once you see the Install Screen, Press <code>F2</code> to enter diagnostics mode.
+
# [[Image:dban2.jpg|300 px|thumb|right|Figure:  At the diagnostics command prompt.]] Diagnostics mode starts up, giving you a screen with several options.
<br clear="all" />
+
# Type the following at the command prompt (where it says, "boot:") and press <code>Enter</code>:  <pre>dban</pre><br clear="all" />
 +
# [[Image:dban3.jpg|300 px|thumb|right|Figure:  Boot and Nuke.]] Darik's Boot and Nuke program (dban) will start up.  To start clearing residual data on the hard drive, type the following at the command prompt and press <code>Enter</code>:  <pre>autonuke</pre>
 +
#: '''NOTE:''' This will erase ''all'' the data from the computer's hard drive. <br clear="all" />
 +
# [[Image:dban4.jpg|300 px|thumb|right|Figure:  Percentage of hard drive wiped.]] The program will start its cleaning process.
 +
# Wait for it to complete ''at least'' 10% of the first pass before you reboot the computer. Optionally you can wait for it to finish 100% in all three passes.
 +
# Once the program is at least 10% complete, reboot your computer by using the power switch.
 +
# Install Pre-Book Server from CD again. <br clear="all" />
  
[[Image:dban2.jpg|300 px|thumb|right|Figure:  At the diagnostics command prompt.]]
+
=Pricing=
* Diagnostics mode starts up, giving you a screen with several options.
+
Pre-Book is an Open Source product developed, maintained, and supported by Userful Corporation. Although there is no charge for the Open Source software, we do charge for support and optional integration with your authentication server. The following service packages are available for Pre-Book:
* Type the following at the command prompt (where it says, "boot:") and press <code>Enter</code>:  <pre>dban</pre>
 
<br clear="all" />
 
  
[[Image:dban3.jpg|300 px|thumb|right|Figure:  Boot and Nuke.]]
+
==Integration==
* Darik's Boot and Nuke program (dban) will start up.
 
* To start clearing residual data on the hard drive, type the following at the command prompt and press <code>Enter</code>:  <pre>autonuke</pre>
 
: '''NOTE:''' This will erase ''all'' the data from the computer's hard drive.
 
<br clear="all" />
 
  
[[Image:dban4.jpg|300 px|thumb|right|Figure:  Percentage of hard drive wiped.]]
+
We can integrate Pre-Book with many authentication or directory services such as SIP, library management system, etc.  
* The program will start its cleaning process.
 
* Wait for it to complete ''at least'' 10% of the first pass before you reboot the computer. Optionally you can wait for it to finish 100% in all three passes.
 
* Once the program is at least 10% complete, reboot your computer by using the power switch.
 
* Install Pre-Book Server from CD again.
 
<br clear="all" />
 
  
===I cannot access Pre-Book's Web page from my browser===
+
* Custom integration:  $1,700 US (please note, this price covers the vast majority of library automation systems for basic authentication, more advance authentication or different authentication systems may incur additional costs).
  
Solution: Check to see if you have typed the right URL in your address bar.  If you are sure it is correct, then follow the steps below.
+
A 50% discount is available to current Userful customers who have previously purchased integration for Userful Desktop computers from Userful.
  
[[Image:serverrestart.jpg|300 px|thumb|right|Figure: At the terminal prompt.]]
+
==Support (Unlimited Incidents)==
* Login to Pre-Book Server as root.
 
* At the terminal prompt, type the following and press <code>Enter</code>:  <pre>svc -t /service/prebook</pre>
 
* Try reloading Pre-Book's Web page in your browser again; it should be accessible now.
 
* At the terminal prompt, type the following and press <code>Enter</code>:  <pre>exit</pre>
 
* You will be logged out of root.
 
<br clear="all" />
 
 
 
===I get a "Pre-Book Installation: Error" message===
 
 
 
[[Image:errinstall.jpg|300 px|thumb|right|Figure: Installation error.]]
 
Solution: If you get a "Pre-Book Installation: Error" message when you try to bring up the Pre-Book Web page that includes a database error message like, "OpenACS could not allocate a handle from database pool...", as shown in the screenshot, then follow the steps below.
 
<br clear="all" />
 
  
[[Image:solerrinstall.jpg|300 px|thumb|right|Figure: Fixing a database error.]]
+
Annual support rates:
* Login to the Pre-Book Server as root.
 
* At the terminal prompt, type the following and press <code>Enter</code>:  <pre>/etc/inid.d/postgresql restart</pre>
 
* This should solve the installation error by restarting the database server.
 
* Reload the Pre-Book Web page in your browser.  It should be fine now.
 
<br clear="all" />
 
  
===Pre-Book is displaying the wrong time===
+
{| {{prettytable}}
 +
!
 +
!Pre-Book Server
 +
!Windows Client
 +
(per seat)
 +
!Userful Desktop Client
 +
(per seat)
 +
|-
 +
!Price
 +
|$1499 US per year
 +
|$49 US per year
 +
Standard volume discounts apply (for cost of client software):
 +
* 10-19 stations 8%
 +
* 20-39 stations 16%
 +
* 40-59 stations 20%
 +
* 60-99 stations 24%
 +
* 100-149 stations 28%
 +
* 150+ stations 30%
  
Solution 1:  Try this solution first.
+
|$29 US per year
 +
(in addition to existing Userful Desktop pricing)
 +
|}
  
[[Image:time1.jpg|300 px|thumb|right|Figure: Time Zone Selection.]]
 
* Login to the Pre-Book Server as root.
 
* At the terminal prompt, type the following and press <code>Enter</code>:  <pre>system-config-date</pre>
 
* This should bring up the time configuration program with a timezone menu.
 
* Select your timezone from the list by using the arrow keys and then use the mouse pointer to click <code>OK</code> or use the <code>Tab</code> key until the <code>OK</code> button is highlighted and press <code>Enter</code>.
 
* Check the time by reloading the Pre-Book Web page in your browser.  If it is not right follow the instructions in Solution 2 below.
 
<br clear="all" />
 
  
Solution 2:
+
'''The following resources are available with the purchase of integration or support incidents:'''
  
* Login to the Pre-Book Server as root.
+
* '''Online Message Board:''' This service enables you to post technical questions to Userful's technical support staff. Archived postings, along with their resolutions, may be searched online as well.
* At the terminal prompt, enter the following commands one at a time in the order listed below and press <code>Enter</code> after each line: <html><pre>
+
* '''Bug Tracking Database:''' This feature provides access to a database  containing open bugs, including all available resolutions, and a historical record of closed bugs including the releases in which they were fixed. You may enter bugs and track their progress as they are investigated and resolved by our support and development teams.
su - prebook
+
* '''Email:''' This service gives you direct one-to-one access to our support team via email. Support contracts have a one business day anticipated response window.
psql prebook
+
* '''Telephone:''' This service provides you with a toll free telephone number for access to our support team during our regular business hours, which can be seen in [[#Support Information|Support Information]]
</pre></html>
 
* This will start the PostgreSQL command prompt.
 
* Now enter the following commands one at a time in the order listed below and press <code>Enter</code> after each line.  Please make sure you substitute your timezone's notation for the "<code>MST7MDT</code>" shown below (you may find the appropriate notation on one of these Web pages:  <code>http://docs.sun.com/source/816-5523-10/appf.htm</code> or <code>http://docs.huihoo.com/oracle/docs/B25553_01/calendar.1012/b25486/time_zones.htm</code> <html><pre>
 
SET TIMEZONE = 'MST7MDT';
 
\q
 
</pre></html>
 
* The second command will quit out of the PostgreSQL command prompt.
 
* Now enter the following commands one at a time in the order listed below and press <code>Enter</code> after each line: <html><pre>
 
exit
 
svc -d /service/prebook
 
/etc/init.d/postgresql restart
 
svc -u /service/prebook
 
</pre></html>
 
* Check the time by reloading the Pre-Book Web page in your browser to see if it has been fixed.
 
  
=FAQs: Frequently Asked Questions (With Answers!)=
+
==Pre-Book Quickstart Package <font color=#FF0000><s>Retail Value: $2,998</s></font> Special Offer: $2,500==
  
==Q: How do I change the root password?==
+
Package includes:
 +
* Installation and configuration support (Pre-Book Server and Windows Client) ($549)
 +
* Authentication integration ($1700) [basic integration on select systems only, otherwise additional charges may apply]
 +
* 30 days start up support (up to 5 incidents during your first 30 days) ($650)
 +
* Pre-Book Media Pack ($99) (Server and Client installation media and printed documentation)
  
A: Do the following:
+
'''Note:''' Does not include hardware. Customer must provide their own Linux-compatible server
  
# Login as root.
+
==Custom Development==
# Use this command to change the root password:  <pre>passwd</pre>
 
  
==Q: How can I setup a static IP address on Pre-book Server?==
+
We will work with you to add custom features to Pre-Book products. All commissioned features will be available in subsequent releases of the product and will benefit everyone in the Open Source community.
 
+
* Cost: $1,000 per day
A: Do the following:
 
 
 
# Login as root.
 
# Start the Network Configuration tool with this command:  <pre>system-config-network</pre>
 
# Use the tool to assign a static IP address.
 
 
 
==Q: How can I configure a firewall on Pre-Book?==
 
 
 
A: Do the following:
 
 
 
# Login as root.
 
# Run this program to set up the firewall:  <pre>system-config-securitylevel-tui</pre>
 
 
 
==Q: How can I get Pre-book integrated with my authentication server?==
 
 
 
A: Currently, integration can only be done with the help of Userful staff. Contact information is provided in the "Support Information" section of this manual.
 
  
 
=Support Information=
 
=Support Information=
 
+
{{:Userful Support Info}}
* Telephone: 1-866-873-9119
 
* Online Support Documentation: support.userful.com
 
* Email: support@userful.com
 
  
  
[[Category: Manuals]]
+
{{forcewhitespace}}

Latest revision as of 18:10, 30 October 2015


This page contains documentation for product not actively maintained.

See documentation for the latest products: http://support.userful.com/Main_Page.


Copyright © 2005-2015 Userful Corporation. All rights reserved.
(Updated 2015.10.30)





Pre-Book Manuals

If you cannot find what you are looking for in this document, please also see:



Introduction

Welcome to Pre-Book

Thank you for choosing Pre-Book, Userful's full-featured, open-source computer reservation system. Pre-Book integrates with Userful Desktop public access computing software, as well as Windows. With Pre-Book, patrons can book time on a station using the Internet, Intranet or by simply logging in at an available station. Whether it is in a library, school, internet cafe, or another venue that needs managed booking, Pre-Book is easy to install, learn and use.

Purpose of This Guide

This guide is targeted towards system administrators, who will install and configure the Pre-Book system. It details the operational aspects of Pre-Book functionality, not the technical aspects of Pre-Book architecture.

For instructions on the day-to-day use of Pre-Book by staff and other users, please see the Pre-Book User Guide.

Pre-Book Server Installation

Pre-Book Server is the server component of the Pre-Book system. The server houses the Pre-Book database, acts as the authentication server, and provides the public front end for Web-based PC bookings & reservations.

Minimum System Requirements

Ensure that your system meets the following criteria. It is possible to install Pre-Book on a machine that doesn't meet all of these requirements but it is not recommended.

The minimum system requirements are as follows.

  • 128 MB of RAM.
  • An 800 MHZ Intel X86 processor (or equivalent AMD processor).
  • 4 GB of available hard disk space.
  • A monitor with a minimum of 800x600 resolution (for installation)
  • CD-ROM or DVD drive, keyboard and mouse.
  • Ethernet card for Internet/LAN connectivity.

Installing Pre-Book Server

There are two main parts to Pre-Book Server installation: (1) installing the operating system, and (2) configuring your Pre-Book settings.

As of Pre-Book 4.0, the ISO comes pre-configured with default settings.

Follow these steps to install Pre-Book Server:

Operating System Installation

Figure: Install CD splash screen.
  • Ensure that the computer on which you will install Pre-Book Server is bootable from the CD or DVD drive. (This may require an adjustment in the computer's BIOS settings.)
  • Insert the Pre-Book Install CD in the drive and reboot the machine. After several moments a splash screen will appear:

NOTE: Installing Pre-Book Server will erase all the data from the computer's hard drive.

  • At this point type install and press the Enter key.


Figure: Installation begins.
  • Installation will proceed automatically.


Figure: Installation finished.
  • Once installation completes, you will be asked to remove the Pre-Book Install CD from the CD drive.
  • Verify that the ethernet cable is connected, then click Reboot.
  • The computer will now reboot.
  • Log in at the prompt. Please contact Userful Support for the credentials.

Warning: Please change the default root password as soon as you have finished installing.

Figure: IP address displayed by ifconfig.
  • The Pre-Book Server's IP address is obtained by typing ifconfig at the command prompt and then pressing Enter. Patrons will access the Pre-Book PC booking & reservation system at that IP address.
  • Ensure that the Pre-Book Server is accessible externally on ports 22 and 80. (Port 22 is for remote maintenance and port 80 is for the Web interface.)


Configuring Pre-Book

To configure Pre-Book, log in to the web interface as an administrator. Administrators have complete control over the Pre-Book system, including setting up and controlling access to their public computers, manage time limits for usage and view usage reports.

To begin configuring, follow the steps below.

Administrator Login

Figure: Pre-Book Web interface welcome page.
  • From any Web browser in your network enter the IP address of the Pre-Book Server.
  • On the Welcome Page as shown in the figure click Staff Login.


Figure: Logging into the administrator's account.


Administrator Menu

Figure: The Administrator Menu.
  • The Administrator Menu is located at the right of all Pre-Book administrator pages. It provides access to important administrative functions which are described below.
  • Click on Administrator Menu links to access each section.
  • Enter the details based on the description of Pre-Book administration pages given below. We recommend configuring these pages based on the order they appear in this manual.


Web Parameters

Web parameters are used by Pre-Book to configure the Web service that provides the Web-based user interface, and manages access modes and provides authentication services to Pre-Book clients. These parameters are pre-filled with defaults. If you already have an authentication server (for example, a SIP server or ILS server), we suggest that you contact Userful Support to integrate Pre-Book with your authentication server. Our experienced staff will be glad to help you out. After changing these parameters, you must press the OK button at the bottom of the page to save your changes.

Policy Settings

The Policy Settings page allows administrators to establish time settings for patron access on PCs managed by Pre-Book. After changing these parameters, you must press the OK button at the bottom of the page to save your changes.

Machines and Locations

Figure: The Machines and Locations page.

The Machines and Locations page allows the administrator to change locations (offices, branches, departments, etc.) and computer station parameters. Both machines and locations must be configured before the Pre-Book system can be used for reservations. You must click the Save Location button after making changes for it to take effect.

NOTE: Locations must be defined before machines can be added to it. All machines must be deleted from a location before deleting that location.

Figure: Machine settings page.

Machines are individual PCs managed by Pre-Book. Each machine must have at least one station. In the case of Pre-Book Microsoft Windows clients, each machine will be considered as one station. You must click the Save Machine button after making changes for them to take effect.

NOTE: For Userful Desktop systems, the System Name must match the Prebook Machine Name of the machine in Userful Manager. As well, the Begin numbering at must match the Begin numbering at in Userful Manager as well.

Holiday Hours

Figure: Configure Holiday Hours.

This section is used to remove time from ordinary operating hours. For example if your operating hours are usually 10:00 - 5:00 and on a holiday you would be open 10:00 - 3:00 you would set a holiday from 3:00 - 5:00 that day.

  • You can specify more than one holiday per day. If you want to open later and close earlier, just make 2 holidays those days.
  • If you want to extend your hours over a holiday, you will have to change your hours of operation in the Machine and Location page, then change them back when the change in service is over. If you are using Userful Desktops, you will also need to change the hours in Userful Manager.


Override Barcodes

Figure: Override barcodes.

Override barcodes allow users to enter into the system without registering or having a password. The barcodes do not have restrictions on the number of logins, and can be added by simply entering the barcode in the designated field and clicking on Add.

Note: Since these login credentials allow so much freedom, your staff should be careful not to allow patrons to see the barcode being entered. This will prevent abuse of override barcodes. However, if a barcode is being abused, you can always delete it and create a new one.

Search for a Patron

Figure: Barcode search screen.

Enter the barcode you want to search for and click OK.

Figure: Search results.

The search results page allows you to see a patron's login records and also displays station availability. This allows you to reserve a PC for them if needed.

Staff Members:

Figure: Adding a Staff Member

You can create logins for various staff members so they can administer basic Pre-Book functionality without the Administrator’s user name and password.

Computer Log-In Records

Figure: Log In Records

This page displays computer log-in attempts. You can display the records by date and location or a combination of both.

Windows Pre-Book Client Installation

For instructions on installing the Windows Pre-Book Client, please see the Windows Client Pre-Book Instructions

FAQs: Frequently Asked Questions

Q: Can Pre-Book 4.0 Run In A Virtual Machine?

A: As of Pre-Book 4.0, the server component can run in Xen, VMWare, and VirtualBox seamlessly. Just use the ISO to install!

Q: How do I change the root password?

A: Do the following:

  1. Login as root
  2. Use this command to change the root password:
    passwd

Q: How can I setup a static IP address on Pre-Book Server?

A: Do the following:

  1. Login as root.
  2. Start the Network Configuration tool with this command:
    system-config-network
  3. Use the tool to assign a static IP address.

Q: How can I get Pre-Book integrated with my authentication server?

A: Currently, integration can only be done with the help of Userful staff. As this is considered custom development, please contact Userful Sales to get a quote.

Q: I cannot access Pre-Book's Web page from my browser. How do I fix it?

A: Check to see if you have typed the right URL in your address bar. If you are sure it is correct, then follow the steps below.

  1. Figure: At the terminal prompt.
    Login to Pre-Book Server as root.
  2. At the terminal prompt, type the following and press Enter:
    svc -t /service/prebook
  3. Try reloading Pre-Book's Web page in your browser again; it should be accessible now.
  4. At the terminal prompt, type the following and press Enter:
    exit
  5. You will be logged out of root.

Q: How do I fix Pre-Book's time?

A: If you are having time problems, simply follow these steps:

  1. Check that the correct time zone is set in the Location page
    Login as an administrator and under Machines and Locations, and check that the location has the correct time zone.
  2. Figure: Time Zone Selection.
    Login to the Pre-Book Server as root.
  3. At the terminal prompt, type the following and press Enter:
    system-config-date
  4. This should bring up the time configuration program with a timezone menu.
  5. Select your timezone from the list by using the arrow keys and then use the mouse pointer to click OK or use the Tab key until the OK button is highlighted and press Enter.
  6. Check in with an NTP time clock to ensure that the clock is correct. Type in the following and press Enter:
    ntpdate -u clock1.redhat.com ; hwclock --systohc
  7. Reboot the system
  8. Check the time by reloading the Pre-Book Web page in your browser.

Q: Why can't I install Pre-Book Server?

A: Before you follow the steps below, check to see if your hardware configuration meets the minimum system requirement specified in the "Pre-Book Server Installation" Chapter.

The problem may be that your hard drive still has residual data from previous operating systems or software installs. This residual data will need to be completely wiped clean and Pre-Book Server reinstalled.

  1. Figure: Install Screen.
    Insert the Pre-Book Install CD.
  2. Turn off the computer, wait 5 seconds, then turn it back on.
  3. Once you see the Install Screen, Press F2 to enter diagnostics mode.
  4. Figure: At the diagnostics command prompt.
    Diagnostics mode starts up, giving you a screen with several options.
  5. Type the following at the command prompt (where it says, "boot:") and press Enter:
    dban

  6. Figure: Boot and Nuke.
    Darik's Boot and Nuke program (dban) will start up. To start clearing residual data on the hard drive, type the following at the command prompt and press Enter:
    autonuke
    NOTE: This will erase all the data from the computer's hard drive.
  7. Figure: Percentage of hard drive wiped.
    The program will start its cleaning process.
  8. Wait for it to complete at least 10% of the first pass before you reboot the computer. Optionally you can wait for it to finish 100% in all three passes.
  9. Once the program is at least 10% complete, reboot your computer by using the power switch.
  10. Install Pre-Book Server from CD again.

Pricing

Pre-Book is an Open Source product developed, maintained, and supported by Userful Corporation. Although there is no charge for the Open Source software, we do charge for support and optional integration with your authentication server. The following service packages are available for Pre-Book:

Integration

We can integrate Pre-Book with many authentication or directory services such as SIP, library management system, etc.

  • Custom integration: $1,700 US (please note, this price covers the vast majority of library automation systems for basic authentication, more advance authentication or different authentication systems may incur additional costs).

A 50% discount is available to current Userful customers who have previously purchased integration for Userful Desktop computers from Userful.

Support (Unlimited Incidents)

Annual support rates:

Pre-Book Server Windows Client

(per seat)

Userful Desktop Client

(per seat)

Price $1499 US per year $49 US per year

Standard volume discounts apply (for cost of client software):

  • 10-19 stations 8%
  • 20-39 stations 16%
  • 40-59 stations 20%
  • 60-99 stations 24%
  • 100-149 stations 28%
  • 150+ stations 30%
$29 US per year

(in addition to existing Userful Desktop pricing)


The following resources are available with the purchase of integration or support incidents:

  • Online Message Board: This service enables you to post technical questions to Userful's technical support staff. Archived postings, along with their resolutions, may be searched online as well.
  • Bug Tracking Database: This feature provides access to a database containing open bugs, including all available resolutions, and a historical record of closed bugs including the releases in which they were fixed. You may enter bugs and track their progress as they are investigated and resolved by our support and development teams.
  • Email: This service gives you direct one-to-one access to our support team via email. Support contracts have a one business day anticipated response window.
  • Telephone: This service provides you with a toll free telephone number for access to our support team during our regular business hours, which can be seen in Support Information

Pre-Book Quickstart Package Retail Value: $2,998 Special Offer: $2,500

Package includes:

  • Installation and configuration support (Pre-Book Server and Windows Client) ($549)
  • Authentication integration ($1700) [basic integration on select systems only, otherwise additional charges may apply]
  • 30 days start up support (up to 5 incidents during your first 30 days) ($650)
  • Pre-Book Media Pack ($99) (Server and Client installation media and printed documentation)

Note: Does not include hardware. Customer must provide their own Linux-compatible server

Custom Development

We will work with you to add custom features to Pre-Book products. All commissioned features will be available in subsequent releases of the product and will benefit everyone in the Open Source community.

  • Cost: $1,000 per day

Support Information

Userful Support Info