LIBRARY SYSTEM TECHNICAL SURVEY FAX BACK TO

Transcription

1 LIBRARY SYSTEM TECHNICAL SURVEY FAX BACK TO SITE INFORMATION Your Name/Title: Date: Library Name: o Main o Branch Library Website: Mailing Address: City, State, Zip: _ Which product(s) did you purchase from Comprise Technologies? (Please check all that apply.) o SAM o Smart Money Manager o SmartPay o SmartTrack THIRD PARTY INFORMATION Are there any 3 rd Parties involved in this project? 3 rd parties include a consortium, consultant, or other organization involved with your IT or ILS system. If so, please fill out the following information. Name/Title: Organization Name: Phone: Fax: COMPRISE OFFICE USE ONLY Order Summary: Complete only when all information is available. By: SAM Managers: o Session o Web Reservations o First Available Sign-Up o PC Activity / Remote o Print Management o Reports o Internet Filtering o System Security Authentication: o Real-time ILS Link o Onetime ILS Link o Snapshot o Manual Record Creation 3 rd Party Products: o Proxy/ISA Filter Service o Appliance Filter Service o Other: Hardware: o Web Server o LPC Machine(s) o Device Controller(s) Server Software: o MS Server OS o Microsoft IIS Software o MS SQL o Remote software Comprise Technologies, Inc Page 1 LSTS_101

2 ILS SOFTWARE/PATRON DATABASE 1. What is the brand name of the Integrated Library System (ILS) used at your library? ILS Software: _ Version #: Version Year: 2. Do you share a patron database with any unrelated libraries? o Yes o No Have any of those libraries licensed SAM? oyes o No o Some o All o Don t Know # of Agencies: Your Agency Code: # of Registered Patrons: You must complete the Library Site Survey, page 5, for each SAM-licensing Agency under your control. ILS that require 3 rd party access to use the SIP protocol to query data must have the SIP2 module installed. You will require only one SIP port if running SAM and SmartPay. Smart Money Manager will require a 2 nd port. 3. Do you have an XML or SIP2 (Enhanced SAM Interface Version) module installed? o Yes o No If No, Please contact your ILS vendor. If yes, your ILS vendor needs to provide the following SIP2 or XML Server information for us to test the link: For SAM and/or SmartPay: IP Address (where SIP is installed): Port Number: User Name: Password: Agency ID: For Smart Money Manager: IP Address (where SIP is installed): Port Number: User Name: Password: Agency ID: What is the name and phone number of your ILS Tech? ILS Contact Name: Phone: Comprise Technologies, Inc Page 2 LSTS_101

3 INNOVATIVE INTERFACES USERS ONLY 4. Innovative Interfaces users that want SAM to link to your patron database must have the Patron API installed. Do you have the Patron API installed? o Yes o No If No, please contact your ILS vendor. If yes, you must do the following: a. Provide the IP address of the ILS Server: b. Add the IP address of your SAM web server to the acceptable IP List of the API in your Innovative System o Yes, we have added the SAM Server IP Address to our Innovative Server. Innovative Interfaces users that want to pay fines to your patron database must have the Fine Pay API installed. Do you have the Fine Pay API installed? o Yes o No If No, please contact your ILS vendor. If yes, you must do the following: a. Provide the following information. Location of the WSDL: IP Address: Port: Username: Password: b. Add the IP address of your SAM web server to the acceptable IP List of the API in your Innovative System o Yes, we have added the SAM Server IP Address to our III Server. What is the name and phone number of your ILS Tech? ILS Contact Name: Phone: Comprise Technologies, Inc Page 3 LSTS_101

4 SAM SERVER SAM runs on a web server running Windows 2003 or 2008 Server 32-bit Edition with IIS and Service Packs (No 64-bit Editions) as well as the FTP and Web Services. Please see the Comprise System Specifications for more information on Server Specifications. 5. Do you already have a Web Server that SAM can be installed on? o Yes o No If yes, other required software: Microsoft SQL 2000 (or above), Standard or Enterprise (No 64-bit Editions) 6. Do you have a domain? o Yes o No If yes, Domain Name: IP Address Information that has been assigned to your SAM Server: Internal IP (if applicable): External IP (for pcanywhere): Netmask Address: Broadcast Address: Gateway Address: Name Server Address: Server Administrator Account (for Comprise): Username: Password: Domain: Comprise Technologies, Inc Page 4 LSTS_101

5 PC ANYWHERE, VPN, OR TERMINAL SERVICES INFORMATION EQUIVALENT Server Technical Support: Note that a form of remote access software is required for us to offer technical support on the SAM server. In addition, it must be set to Waiting Mode for remote access by Comprise Tech Services Group. 7. Remote access must be available to the SAM/SMM Web Server, the SQL Database Server if installed on a different server and the ISA server if you have purchased SAM proxy filtering. IP Addresses (external): SAM Server Database Server: ISA Server: PC Anywhere Username: Password: Domain: Any other information necessary for the remote connection: NOTE: Please make the information the same for all servers if you will have a multi-server setup. Remote access and file transfer capabilities are a requirement for the SAM server. If you have a Firewall, please allow for the Comprise range of IP Addresses: through 128 inclusive. If you have purchased the 8e6 R3000, please allow for the 8e6 IP Address: (Port SSH 22). Comprise Technologies, Inc Page 5 LSTS_101

6 YOUR NETWORK 8. Do you have a LAN? o Yes o No Note: Please see Comprise System Specifications for supported Server Operating Systems. LAN Server OS: Protocols: o TCP/IP o IPX/SPX o NetBUI 9. Do you have a WAN? o Yes o No Note: Please see Comprise System Specifications for supported Server Operating Systems. LAN Server OS: Protocols: o TCP/IP o IPX/SPX o NetBUI 10. Do your public computers log into a Domain? o Yes o No If yes, what network server are they authenticating against: o Windows Domain o Novell (Netware) If No, do they log in as a Local User? o Yes o No 11. Are your Public computers and Staff computers on different Networks (Public & Private)? o Yes o No NOTE: Please inform because this may impact some of the functionality available to the Staff. Staff PCs will need to be able to communicate with the Patron network on TCP port Comprise Technologies, Inc Page 6 LSTS_101

7 PATRON COMPUTERS 12. Can each patron computer access the Internet? o Yes o No 13. What Internet browser/version is installed on your patron computers? 14. Do you currently use Windows Policies/Profiles to secure your computers? o Yes o No 15. Do you currently use desktop security software/hardware? o Yes o No Desktop Security Product: Version: Notes: 16. Do you currently use a Menu Program or run in a Shell Mode on your computer? o Yes o No Menu Program/Shell Mode: Version: Notes: 17. How are your printers configured? o 1 Per PC o Shared, Peer to Peer o Networked o Other: NOTE: Host PC for shared, peer to peer printer cannot be a SAM Patron PC. No host based printers. 18. Do you currently use print management software? o Yes o No Print Management Product: Version: Notes: 19. Will you be installing the SAM Client on Gate s Foundation workstations? o Yes o No SAM PUBLIC AND STAFF CLIENT INSTALLATION REQUIREMENTS The Comprise Installer will need to login to each public computer to be installed with an Administrator Account. This account needs to be setup with full rights. Many libraries create a temporary Admin Account for the installation and delete it upon completion for security purposes. 20. Please provide the account below: User Name: Password: NOTE: Depending on your configuration of the Staff PC Activity Manager and First Available Sign-Up system, you may be required to assign a Static IP Address to the Staff or dedicated First Available Sign-Up workstation. Comprise Technologies, Inc Page 7 LSTS_101

8 INTERNET FILTER INFORMATION Please complete the Library Filter Information. Otherwise, complete the SAM Filter Information section if you have purchased SAM Filtering. NOTE: If you do not have a Filter and are not purchasing the SAM Filter, you do NOT have to complete the Internet Filter Information Section below. LIBRARY FILTER INFORMATION Which Internet filter are you using? Version: Please indicate which type of filter service the library is using? oclient-based o Proxy/ISA Server o Firewall o Appliance NOTE: Not all filtering products can integrate and be controlled by SAM. The filter product and/or configuration will determine if your existing filter will integrate with SAM. Please note that even if it will not integrate with SAM, your filter product will function exactly as it currently does. SAM FILTER INFORMATION Connection Method Which connection method will you use? o Standard o Transparent Ethernet Information: The Ethernet card installed in your computer allows for either a 10BaseT or a BNC type of connection. connection? Which will you use for the o 10BaseT o 100BaseT o BNC o AUI SAM FILTER SERVER INFORMATION Do you have Domain? oyes o No If yes, what is the Domain Name: IP Address (to be assigned to proxy): Will you be installing the filter on the SAM Web server? o Yes o No Internal IP (if applicable): External IP Address (required for pcanywhere: Net Mask Address: Broadcast Address: Gateway Address: Comprise Technologies, Inc Page 8 LSTS_101

9 Name Server Address: Router Model: Do you have a Firewall? o Yes o No Workstations IP Address Range: Administration Workstation IP Range: Comprise Technologies, Inc Page 9 LSTS_101

10 SITE SURVEY Must be completed for each location. Please indicate the # of PC s by Operating System and the complete information for Each Printer that SAM will manage. NOTE: Printer Driver info is absolutely required if using SAM Print and must be accurate to insure successful installation. To determine the printer driver and port at a particular PC: 1) Select Printers from the Control Panel of the Start Menu, 2) Highlight the printer, and 3) Right mouse click on Properties look under the General, Port, or Advanced Tabs. NOTE: Host Based Printers are not supported! Library Name # of PC s Operating System # of Printers Printer Brand and Model Printer Driver Printer Port Sample Public Library 6 Windows Vista 6 HP DeskJet 870 HP DeskJet 870C PCL 5e LPT1 Comprise Technologies, Inc Page 10 LSTS_101

11 SAM PERIPHERAL DEVICE INFORMATION (OPTIONAL) Please complete the following if you have purchased any optional hardware devices. LPCs (Library payment Center): The LPCs require 20 amp electric and RJ45 connections within 10 feet of their installed location. The network connection must be (or convert to) copper, 10/100mps Ethernet and support the TCP/IP protocol. Each machine must be assigned a unique numeric device ID, as listed below: (use more space if needed). o LPC Machines, # of Please indicate the features you wish to enable on the LPC: Add Value to SAM account o Yes o No Change from my account o Yes o No Create a Visitor Card (Valid for SAM) o Yes o No Create a Copy Card (Valid for Copy Cards) o Yes o No The Maximum Account Limit users may have within their SAM account: $ Site Location Device ID (limit 5 numbers) Device Controllers: Please the exact brand and model of Copy and Microfiche Controllers: o Copy Controller, # of o Microfiche Controller, # of (Xerox, Document Centre 432st) Black/White Charge per Copy/Page $ $ Duplex Charge per Copy/Page Color Charge per Copy/Page $ $ Comprise Technologies, Inc Page 11 LSTS_101