1 <?xml version="1.0" encoding="UTF-8"?>
\r
2 <chapter xml:id="staffclientinstallation" xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xl="http://www.w3.org/1999/xlink">
\r
4 <title>Installation of Evergreen Staff Client Software</title>
\r
6 <para>This section describes installation of the Evergreen Staff Client software.</para>
\r
9 <section xml:id="staffclientinstallation-installing-staffclient">
\r
10 <title>Installing the Staff Client</title>
\r
12 <primary>staff client</primary>
\r
13 <secondary>installing</secondary>
\r
15 <section xml:id="staffclientinstallation-installing-prebuilt">
\r
16 <title>Installing a Pre-Built Staff Client</title>
\r
17 <para>A pre-built Staff Client is available for <systemitem class="osname">Windows</systemitem>,
\r
18 <systemitem class="osname">Mac</systemitem> or Linux systems. Installing the Staff Client in
\r
19 each of these environments is described in the following sections.</para>
\r
20 <section xml:id="staffclientinstallation-installing-windows">
\r
21 <title>Installing on <systemitem class="osname">Windows</systemitem></title>
\r
23 <primary>staff client</primary>
\r
24 <secondary>installing</secondary>
\r
25 <tertiary>Windows</tertiary>
\r
27 <para>In this section we describe the process of installing the Staff Client on the
\r
28 <systemitem class="osname">Microsoft Windows</systemitem> operating system.</para>
\r
29 <para>Visit the downloads section of the Evergreen website at
\r
30 <ulink url="http://www.evergreen-ils.org/downloads.php">http://www.evergreen-ils.org/downloads.php</ulink>
\r
31 and find the standard <systemitem class="osname">Microsoft Windows</systemitem> Installer
\r
32 that contains the current version of the Staff Client. Download the Installer, then run
\r
33 it. A screen that looks similar to this should appear:</para>
\r
36 <phrase>Running the Staff Client installer</phrase>
\r
39 <imagedata fileref="../media/staffclientinstallation-staffclient-1.png" format="PNG" scalefit="1" width="60%"/>
\r
42 <para>Click <guibutton>'Next'</guibutton> to continue through the guided install
\r
43 process. The Install Wizard will ask you to agree to the end-user license, ask you where
\r
44 to install the software, ask about where to place icons, and then will automatically
\r
45 install the software on your workstation.</para>
\r
46 <para>When you run the Staff Client for the first time, a screen similar to this should
\r
50 <phrase>Running the Staff Client for the first time</phrase>
\r
53 <imagedata fileref="../media/staffclientinstallation-staffclient-2.png" format="PNG" scalefit="1" width="60%"/>
\r
56 <para>First, add the name of your Evergreen server to the field
\r
57 <emphasis role="bold">Hostname</emphasis> in the <emphasis role="bold">Server</emphasis>
\r
58 section. For example, the PINES demo system is
\r
59 <ulink url="http://demo.gapines.org">http://demo.gapines.org</ulink>.
\r
60 After adding the server name, click <guibutton>'Re-Test Server'</guibutton>.</para>
\r
61 <para>Because this is the initial run of the Staff Client, you will see a warning in the
\r
62 upper-right saying: <emphasis role="bold">Not yet configured for the specified
\r
63 server</emphasis>. The first thing you must do to the Staff Client on every workstation
\r
64 is to assign it a workstation name. This is covered in
\r
65 <xref linkend="staffclientinstallation-workstationnames"/>.</para>
\r
66 <note><para>Users must have the <literal>REGISTER_WORKSTATION</literal> permission and be assigned the appropriate working location(s) in order to
\r
67 register a workstation.</para></note>
\r
68 <para>To add working locations to a user’s account:</para>
\r
71 <para>Retrieve the user through a patron search and select <menuchoice><guimenu>Other</guimenu><guimenuitem>User Permission
\r
72 Editor</guimenuitem></menuchoice> and select the boxes for the locations necessary.</para>
\r
73 <para>Save the user record.</para>
\r
75 <para>Making modifications to <guilabel>Working Locations</guilabel> while changing permission settings does not work – when this
\r
76 workflow is performed, permission changes will not be applied to the database.</para>
\r
80 <para>Alternately, from the <guimenu>Admin</guimenu> menu, select <guimenuitem>User Permission Editor</guimenuitem> and retrieve the user by
\r
82 <para>Make changes to working locations as described above.</para>
\r