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

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==Welcome to Pre-Book==
 
==Welcome to Pre-Book==
Thank you for choosing Pre-Book, Userful's full-featured, open source, computer 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.
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Thank you for choosing Pre-Book, Userful's full-featured, open source, computer reservation system which integrates with Userful's 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, or another venue, Pre-Book is easy to install, learn and use.
  
 
==Purpose of This Guide==
 
==Purpose of This Guide==
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'''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.
 
'''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 [http://manage.userful.com Userful Manager] is often used as the System Name in Pre-Book.)
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* ''System Name'' -- This is the unique name that identifies the machine. Make sure that your Userful Desktops or Windows clients have this same name as their System ID.  (For example, with Userful Desktop, the computer's System ID listed in [http://manage.userful.com Userful Manager] 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.
 
* ''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 Userful Manager.
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* ''Begin Numbering At'' -- Number assigned to the first station of the machine.  For Userful Desktops, this must match the numbering scheme in Userful Manager.
  
 
* ''Location'' -- The location the machine is in.  (See above.)
 
* ''Location'' -- The location the machine is in.  (See above.)
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* Custom integration:  $1700 US
 
* Custom integration:  $1700 US
  
A 50% discount is available to current Userful customers who have previously purchased integration for DiscoverStation computers from Userful.
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A 50% discount is available to current Userful customers who have previously purchased integration for Userful Desktop computers from Userful.
  
 
==Support (Unlimited Incidents)==
 
==Support (Unlimited Incidents)==
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!Windows Client
 
!Windows Client
 
(per seat)
 
(per seat)
!DiscoverStation Client
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!Userful Desktop Client
 
(per seat)
 
(per seat)
 
|-
 
|-
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|$29 US per year  
 
|$29 US per year  
(in addition to existing DiscoverStation pricing)
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(in addition to existing Userful Desktop pricing)
 
|}
 
|}
  

Revision as of 19:22, 21 July 2008


Copyright © 2008 Userful Corporation. All rights reserved.
(Updated 2008.06.13)





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 which integrates with Userful's 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, or another venue, 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.
  • CD-ROM or DVD drive, keyboard and mouse.
  • Ethernet card for Internet/LAN connectivity.

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.

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.
  • At the prompt, log in using the following credentials:
    • Username : root
    • Password : aj6mg9

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.)


Pre-Book Server Software Installation/Configuration

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.


Figure: Start installation and configuration.
  • Complete the form by supplying configuration information, then click Start Installation.


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.


Figure: Configuration done.
  • Once the status bar in the browser displays "Done", scroll down to the bottom of the page.


Figure: Start administration configuration.
  • Click "Pre-Book administration pages" to start configuring Pre-Book settings and policies.
NOTE: To configure and use Pre-Book, refer to the next section of this manual.


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. Administrators can set up and control 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.
  • 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).
  • Click OK.


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 based on details supplied at the time of installation. This section describes each option. Parameters are to be supplied without surrounding quotation marks.

Note that if you change one of these parameters, you must click on the OK 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 users.
  • WebsiteAddress -- The website address used in some email notifications.

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 OK 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.

User Management

Click on User Management in the Administrator menu to create users, the Pre-Book mode must be changed to Existing users in Web Parameters for Pre-Book Server to start authenticating. 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.

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.

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: The Machines and Locations 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.

  • 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 Save Location button after making changes for it to take effect.

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 Userful Desktops or Windows clients have this same name as their System ID. (For example, with Userful Desktop, the computer's System ID listed in Userful Manager 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 Userful Desktops, this must match the numbering scheme in Userful Manager.
  • Location -- The location the machine is in. (See above.)

NOTE: You must click the Save Machine button after making changes for them to take effect.

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. So 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.


Override Barcodes

Figure: Override barcodes.

Override barcodes allow users to enter into the system without registering or having a password.

  • Does not have restrictions on the number of logins.
  • 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 combination of both.

Windows Client Installation

Follow the steps below to install the Pre-Book Windows Client:

Figure: Installation welcome screen
  • Insert the Pre-Book CD into the optical drive on the Windows computer.
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 My Computer.
  • Double-click the CD Drive icon.
  • Double-click pre-book_1.0.exe (your version number may differ).
  • Click Next on the install program's welcome screen.


Figure: License Agreement
  • Accept the license agreement by clicking on I Agree.


Figure: Install location
  • Verify the installation folder and click on Next.


Figure: Server address and port
  • Enter the details asked for based on the following descriptions and click on Install.
    • 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).


Figure: Restart
  • Select Reboot now and click on Finish. This should automatically reboot your Windows computer.
  • Finally, login using the non-administrator Windows account and Pre-Book Client should start up.



Troubleshooting

Overview

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.

Common Errors and How to Fix Them

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.

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.

  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.

I cannot access Pre-Book's Web page from my browser

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.

  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.

I get a "Pre-Book Installation: Error" message

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...", similar to the message in the screenshot here, then follow the steps below.

  1. Figure: Fixing a database error.
    Login to the Pre-Book Server as root.
  2. At the terminal prompt, type the following and press Enter:
    /etc/init.d/postgresql restart
  3. This should solve the installation error by restarting the database server.
  4. Reload the Pre-Book Web page in your browser. It should be fine now.

If the above steps do not work, please try the following:

  1. On the command prompt, type the following and press Enter:
    cd /var/lib/pgsql/data/
  2. Using vi as editor change the PG_VERSION to 8.0.9 like this:
    1. At the command prompt
      vi PG_VERSION
    2. Press I to start inserting text, after making changes press Esc, then Shift-:. Then press W and then Q (write and quit). Press Enter.
    3. You might have to restart postgresql:
      /etc/init.d/postgresql restart

Pre-Book is displaying the wrong time

Solution 1: Try this solution first.

  1. Figure: Time Zone Selection.
    Login to the Pre-Book Server as root.
  2. At the terminal prompt, type the following and press Enter:
    system-config-date
  3. This should bring up the time configuration program with a timezone menu.
  4. 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.
  5. 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.

Solution 2:

  1. Login to the Pre-Book Server as root.
  2. At the terminal prompt, enter the following commands one at a time in the order listed below and press Enter after each line:
    su - prebook
    psql prebook
    
  3. This will start the PostgreSQL command prompt.
  4. Now enter the following commands one at a time in the order listed below and press Enter after each line. Please make sure you substitute your timezone's notation for the "MST7MDT" shown below (you may find the appropriate notation on one of these Web pages: http://docs.sun.com/source/816-5523-10/appf.htm or http://docs.huihoo.com/oracle/docs/B25553_01/calendar.1012/b25486/time_zones.htm
    SET TIMEZONE = 'MST7MDT';
    \q
    
  5. The second command will quit out of the PostgreSQL command prompt.
  6. Now enter the following commands one at a time in the order listed below and press Enter after each line:
    exit
    svc -d /service/prebook
    /etc/init.d/postgresql restart
    svc -u /service/prebook
    
  7. 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!)

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 configure a firewall on Pre-Book?

A: Do the following:

  1. Login as root.
  2. Run this program to set up the firewall:
    system-config-securitylevel-tui

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.

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 LDAP, library management system, etc.

  • Custom integration: $1700 US

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: 8:30 am to 5:30 pm MST Monday through Friday, excluding holidays.

Pre-Book Quickstart Package Retail Value: $2,998 Special Offer: $1999

Package includes:

  • Installation and configuration support (Pre-Book Server and Windows Client) ($549)
  • Authentication integration ($1700)
  • 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