Staff Workstation Model 795

Transcription

1 Staff Workstation Model 795 Administrator s Guide 3M Library Systems 3M Center, Building 225-4N-14 St. Paul, Minnesota Copyright 2002, M. All rights reserved Rev. C

2 2005 3M. All rights reserved. 3M Staff Workstation Model 795 Administrator s Guide 3M, Staff Workstation, D8 RFID tag, and Tattle-Tape Security Strip are trademarks of 3M.

3 Table of Contents Introduction... 1 In This Guide...1 Staff Workstation Features...1 About D8 RFID Tags and Tattle-Tape Security Strips...1 Administrative Settings... 2 Access the Administrative Settings...2 Functions Tab...4 Check-in/Check-out...4 Security...4 Verify...4 Default Operation...5 Send ID...5 Multiple Items...5 Security Actions Tab...6 Select an Item Type...6 Statistics Tab...7 Statistics Setup...7 Miscellaneous Tab...8 Set Up Library and Branch Checking...8 Locate and Enable Search Lists...9 Set Up ID Filters...9 Set Up Languages...9 Timers (in seconds)...10 Partial Sets...10 Administrative Settings: Local and Remote Only Set Up Hotkeys (Local and Remote Configuration only)...12 Introduction...12 Rules for Defining Hotkeys...12 Entering Hot Keys...12 Software Wedge and Remote Connection...12 Software Installation and Network Setup I. Install 3M Software on the Library Computer...14 II. Set Up Security and DCOM Configuration Options Remote Configuration...19 Overview of Remote Configuration...19 Configure for Peer-to-peer...20 Configure within a Domain...25 Overview of Local Configuration...26 Configure for Local Configuration...26

4 III. Set Up Administrative Settings (Companion Software)...29 Step 1 - Remote Connection Setup (Remote Configuration only)...29 Step 2 - Software Wedge Configuration (Local and Remote Configuration only)...30 Troubleshooting Remote Configuration...31 Appendix Calibrate the Touchscreen...32

5 Introduction In This Guide This Administrator s Guide contains information about: Administrative settings Software installation and network setup Refer to the Staff Workstation Model 795 Staff Guide for information about safety, system configurations, components, messages, and processing items. Staff Workstation Features The Staff Workstation performs a variety of functions including: Check-in and Check-out Send ID to circulation and secure or unsecure the item. Secure/Un-secure Change the status of a Tattle-Tape security marker without sending the ID to the circulation system. Send ID Send the item identifier read from the digital identification tag or bar code to the library circulation system. Verify Indicate if a secured 3M Tattle-Tape Security Strip is present. This feature is not available for security provided by 3M D8 RFID tags. Read Tags Read and display the digital identification tag information. About D8 RFID Tags and Tattle-Tape Security Strips The Staff Workstation can change the security status of both Tattle-Tape Security Strips and D8 RFID tags. However, the Staff Workstation provides status information on Tattle-Tape strips only. The only method of determining the security status of a D8 tag is to bring the tag through an RFID detection system. 1

6 Administrative Settings Library Administrators configure Staff Workstation settings in the Administrative Settings window. These settings determine the options that are available to staff members using the Staff Workstation or Companion software. The settings include item check-in and checkout, item security and verification, statistics, timers, and sets. The Companion software has a separate Administrative Settings window that controls additional settings for the Companion software. Using the Administrative Settings window requires use of the keyboard and mouse. Access the Administrative Settings In order to change Staff Workstation administrative settings, you must have write permission to the 3M section of the Windows Registry. See the library s IT staff if you require this level of permission. Configurations set in the Staff Workstation Administrative Settings window affect the Companion software as well as the Staff Workstation software. You cannot run the Staff Workstation software and the Companion software at the same time. 1 To access administrative setting, choose appropriate actions from the table (depending on your configuration): Standard a Double click. Local b Click. Double click. Remote a Use the KVM switch to select the Staff Workstation computer. Continued on next page b Double-click o n the desktop. Staff screen 2

7 2 Click the Admin button in the Staff Settings window. Staff Settings Window 3 Type the administrator password and click OK. The Administrative Settings window appears. Password Window Descriptions of the configuration settings are shown in the following sections of this guide: Functions Tab on page 4 Security Actions Tab on page 6 Statistics Tab on page 7 Miscellaneous Tab on page 8 The settings you configure in the Administrative Settings window, except for the Check-in and Check-out functions, appear as menu selections in the Companion UI for the Local and Remote configurations. Administrative Settings window 3

8 Functions Tab Check-in/Check-out Choose Check-in or Check-out If you select this setting, you can choose to check in items, or check out items. Both the Check-In button and Check-Out button appear on the Staff screen when Choose Check-in or Check-out is selected. The settings you select in this category can affect the Default Operation settings. Refer to Default Operation on page 5 for further information. Check-in only This setting configures the workstation for check-in only. Check-out only This configures the workstation for check-out only. Auto-switch to Check-out This setting causes the Staff Workstation to automatically switch to Check-Out if it detects a library card. This option is disabled when Check-In only is selected. Administrative Settings - Functions tab Security Choose security on/off If you select this setting, you can choose to turn the Security function on or off using the Security button on the Staff screen. Security always on If you select this setting, the Security function is always on and the Security button does not appear on the Staff screen. Verify The Verify function allows you to confirm that an item has been secured. Select one of the following: Choose Verify on/off If you select this setting, you can choose to turn the Verify function on or off using the Verify button on the Staff screen. Verify always on If you select this setting, the Verify function is always on and the Verify button does not appear on the Staff screen. Verify always off If you select this setting, the Verify function is always off and the Verify button does not appear on the Staff screen. The settings you configure in the Administrative Settings window, except for the Check-in and Check-out functions, appear as menu selections in the Companion UI for the Local and Remote configurations. 4

9 Default Operation The default operation you select determines what function is selected when the Staff Workstation software is running. The default settings go into effect when the workstation is restarted, or when the default timeout occurs. Read tags only If you select this setting, the default operation for the Staff Workstation is to read tags only. This means that items with RFID Tags are read and listed, but the IDs are not be sent to the library's circulation system and no security action takes place. Check-in If you select this setting, the default operation for the Staff Workstation is to check in items. Check-out If you select this setting, the default operation for the Staff Workstation is to check out items. Switch to Default timeout (seconds) If an item is not presented to the Staff Workstation within the timeout period specified by this setting, the workstation beeps and reverts to the default operation selected above. Send ID These settings determine if the Send ID button appears (staff can enable or disable the Send ID function), or if the Send ID function is always on (Send ID button does not appear). Select one of the following: Choose Send ID on/off If you select this setting, you can choose to turn the Send ID function on or off. A button to control this function appears on the Staff screen. Send ID always on If you select this setting, the Send ID function is always turned on. Multiple Items These settings determine how many items you can process at one time. Select one of the following: Allow 1 item only The Staff Workstation processes one item at a time. Choose 1 or 2 items The Staff Workstation allows you to choose to process one or two items at a time. Buttons to select quantity appear on the Staff screen. Choose 1, 2, or 3 items The Staff Workstation allows you to choose to process one, two, or three items at a time. Buttons to select quantity appear on the Staff screen. The settings you configure in the Administrative Settings window, except for the Check-in and Check-out functions, appear as menu selections in the Companion UI for the Local and Remote configurations. 5

10 Security Actions Tab The settings under the Security Actions tab determine how different item types are secured/unsecured. Select an Item Type Click on a drop-down list box in the Action column and then click on the desired action. No action the Staff Workstation does not secure or un-secure the item. Confirm you are asked to confirm the security processing of the item. Don't Confirm the Staff Workstation automatically secures or un-secures the item when ready without your intervention. The nine item types that appear on the left side of the window are pre-set and are not configurable. Administrative Settings - Security Actions tab The following six item types that appear on the right side of the window are configurable: Book with Diskette The default setting is No Action. Book with Audio Tape The default setting is No Action. Other The default setting is No Action. Video Case Only The default setting is No Action. Barcode ID Only Barcode ID Only determines how bar-coded media (media without digital tags) are handled. The default setting is Don t Confirm. If the majority of your library items are converted to RFID Tags, you may want to change this setting to Confirm. Item with no ID This setting affects how items that have no identification are handled. The default setting is No Action. This only applies to the Secure Only and Unsecure Only operations. 6

11 Statistics Tab The settings under the Statistics tab are used to set the maximum size and age of statistics files and to start Statistics Viewer software. The Staff Workstation software saves counter and activity data in statistics files. The Statistics Viewer software loads these statistics files and allows you to create custom reports. See the Statistics Viewer Software User Guide for a detailed description of how to configure and use Statistics Viewer software. Administrative Settings - Statistics tab Statistics Setup 1 Click Statistics Setup. The Statistics Viewer Configuration window appears. 2 Set the maximum size of individual files, age of files, and total size allowed for all statistic files. Use the drop-down menus to select from the preset values. Statistics Viewer Configuration 3 Click OK. 7

12 Miscellaneous Tab The Miscellaneous tab settings allow you to: Set and enable checking for Library ID and Branch ID. Enable Search Lists processing. Set up ID Filters for patron and item IDs. Select languages available in Staff Settings. Determine how Timers and Partial Sets are configured. Administrative Settings - Miscellaneous tab Set Up Library and Branch Checking The Staff Workstation can be configured to automatically notify you if the library and/or branch ID read from a RFID Tag does not match your library's ID and branch ID. Use the following procedure to set up library and branch checking: Enabling Library ID and Branch ID checking are optional. Also, one checking function can be enabled while the other function remains disabled. 1 Click on the Enable Checking box next to the ID fields if you want the system to compare the library ID and/or branch ID to the IDs on the tags. A message appears on the main screen if an item is detected with a branch ID or library ID that does not match the IDs in the Library ID and Branch ID fields. 2 Enter the library ID in the Library ID field and the branch ID in the Branch ID field. 3 Continue with Locate and Enable Search Lists on page 9 or click OK. 8

13 Locate and Enable Search Lists The Staff Workstation can be configured to automatically notify you if an item ID being processed is on an enabled search list. Use the following procedure to set up search lists: Refer to the 3M Digital Data Manager User Guide for further information on search lists. You must have the 3M Digital Data Manager to use this function. 1 Click on the Browse button in the Search Lists field to specify the location of the search lists database. Usually, this is the location of your memory card drive. 2 Click the Enable Search List processing checkbox to enable or disable the search list-checking feature. 3 Click Use Item ID Filters from the Search List Location to enable the system to use item ID filters stored on the memory card. Item ID filters convert item IDs into a form that is usable by your library's circulation system. Enabling this function disables the Item ID Filters button in the Administrative Settings window Miscellaneous tab. Your library may not require item ID filters, depending on your circulation system. If you are using the search feature, it is not necessary to set up item filters. The system uses the item ID filters on the memory card from Digital Data Manager. Set Up ID Filters Click the Patron ID Filters button or Item ID Filters button to display the Bar Code Filter user interface. The Bar Code Filter user interface allows you to set up bar code filters that translate IDs read from patron cards and items so they are compatible with your library's circulation system. Refer to Set Up ID Filters on page 9 for information on setting up bar code filters. If you are using the search feature, it is not necessary to set up item filters. The system uses the item ID filters on the memory card from Digital Data Manager. Set Up Languages The four drop-down menus in the Languages field in the Administrative Settings window allow you to select up to four languages to be available for selection in the Staff Settings window. 9

14 Timers (in seconds) Read barcode delay When an item with no RFID Tag is detected, the Read barcode delay setting determines how long the system waits before turning the scanner on. The default setting is 0.2 seconds. If the majority of your library items are converted to RFID Tags, you may want to set the Read barcode delay setting higher. This gives the system extra time to read the tags, and draw attention to items that need RFID Tags. Sensor timeout When an item with no RFID Tag is detected and no barcode is read or entered, the Sensor timeout setting determines how long the system waits before displaying a message on the Staff screen. This prompts you to identify the item. The default setting is 2 seconds. Item timeout When a RFID Tag is detected, or a barcode is read and the item sensors are not correctly covered, the Item timeout setting determines how long the system waits before displaying a message on the Staff screen. This message prompts you to correctly place the item on the deck. The default setting is 2 seconds. Partial Sets You must confirm partial set processing When this box is checked, you must confirm processing on any partial sets of items presented. When a partial set is detected, a message appears on the Staff screen that prompts you to confirm processing of the partial set. The default setting is to require confirmation before processing a partial set. 10

15 Administrative Settings: Local and Remote Only In order to change Staff Workstation administrative settings, you must have write permission to the 3M section of the Windows Registry. See the library s IT staff if you require this level of permission. The Administrative Settings window in the Companion interface allows you to set up hotkeys that set the system to Check-in or Check-out mode, and also to set up connections with other computers. Use the following steps to access the Administrative Settings window. 1 Click Administrative Settings in the Settings menu. Select Administrative Settings in the Settings menu. 2 Type the assigned password in the Password window and click OK. The Administrative Settings window appears. Companion Administrative Settings Password window 11

16 Set Up Hotkeys (Local and Remote Configuration only) Introduction The Hot Keys field enables you to define keyboard shortcuts that library staff can use to place the Staff Workstation in check-in or checkout mode. The Staff Workstation application monitors keystrokes and will respond to the hotkey even if the staff is working with another application, such as the library circulation system software. Consequently, you can use the same hotkeys for both the circulation system software and the Staff Workstation software. Rules for Defining Hotkeys Esc, Enter, Tab, Spacebar, Printscreen, Delete, and Backspace cannot be used as hotkeys. All Function keys (F1, F2, etc.) can be used as single-keystroke hotkeys. All other (non-function) keys must be preceded by the Ctrl or Alt key, for example Ctrl + H or Atl + P. If you enter a non-function key that is not preceded by the Ctrl or Alt key, the Staff Workstation application will automatically include the Ctrl key. If you want to use the Shift key, it must be preceded by the Ctrl or Alt key and followed by another key or keys, for example Ctrl + Shift + P. Entering Hot Keys To set up hotkeys, do the following: 1 Click in the Checkin or Checkout field. 2 Type the desired keystroke for the shortcut, for example, Alt+o for Checkout and Alt+i for Checkin. 3 Click OK. The Administrative Settings window (Companion UI). Software Wedge and Remote Connection Refer to Set Up Administrative Settings in the 795 Companion Software on page 29 for information about software wedge and remote connection configuration. 12

17 Software Installation and Network Setup The Remote configuration allows both the Companion UI and the library's circulation software to run on the library's circulation computer. For the Remote configuration, the Keyboard- Video-Mouse (KVM) switch box allows the Staff Workstation and the library's circulation computer to share one monitor, mouse, and keyboard. Software components installed on library s circulation computer: 3M Staff Workstation Companion (Companion UI) - uses a software wedge to send item IDs to the circulation software Library circulation software Remote Configuration Software components installed on the Staff Workstation computer: 3M Staff Workstation software The Remote configuration software installation involves three steps: I II Install 3M Software on the Library Computer Set Up Security and DCOM Configuration Options III Set Up Administrative Settings in the 795 Companion Software 13

18 I. Install 3M Software on the Library Computer You need to perform this procedure if your site uses the Remote Configuration of the Staff Workstation. 1 Obtain the Full computer name of the Staff Workstation Computer. a b c Right-click on My Computer on the Windows desktop and select Properties. Click the Network Identification tab. The computer name is listed after Full computer name in the System Properties window. Write down the name for reference. 3MDEVICE Workgroup: Workgroup Continued on next page System Properties window 14

19 2 Close all software programs running on the library computer before beginning the installation procedure. 3 Insert the Staff Workstation CD-ROM into the library circulation computer. The installation routine automatically starts and the Setup window appears while the software prepares for the installation process. Setup window The Welcome window appears. Welcome window 4 Click Next in the Welcome window. The Software License Agreement window appears. 5 Read the License Agreement in the Software License Agreement window and then click Yes if you agree to the terms. The Setup Type window appears. Software License Agreement window Continued on next page 15

20 6 Click Library Computer in the Setup Type window, then click Next. The Choose Destination Location window appears. Setup Type window 7 Follow the instructions in the Choose Destination Location window and then click Next to use the default destination folder. The Select Components window appears. Continued on next page Choose Destination Location window 16

21 8 Make sure that the check boxes in front of 3M Staff Workstation Companion and Documentation are selected as shown, then click Next. The Computer Name window appears. Select Components window 9 Type the name of the Staff Workstation computer in the Computer Name window. Most Staff Workstations are factory set with 3MDEVICE as the computer name. 10 Click Next. The Select Program Folder window appears. Computer Name window 11 Follow the instructions in the Select Program Folder window, and then click Next. The Optional Components window appears. Continued on next page Select Program Folder window 17

22 12 Follow the instructions in the Optional Components window. If Adobe Acrobat Reader 4.0 or later is not installed on the library computer, make sure that the check box in front of Adobe Acrobat Reader 4.0 is selected as shown, then click Next. If you select Adobe Acrobat Reader 4.0, the software proceeds to install Adobe Acrobat Reader after installing the Staff Workstation Companion software. The Start Copying Files window appears. Optional Components window 13 Check the information in the Start Copying Files window, then click Next. This begins the installation process and the Installation Progress screen appears. Start Copying Files window When the installation is complete the Setup Complete window appears. If you selected Adobe Acrobat Reader to be installed, a separate installation process starts at this point. Follow the prompts to install Adobe Acrobat Reader. The Setup Complete window appears after the Adobe Acrobat Reader installation is complete. Installation Progress screen 14 Click Finish in the Setup Complete window. This completes the installation. 18

23 II. Set Up Security and DCOM Configuration Options Remote Configuration This section outlines the security setup and options for configuring the DCOM settings, including a procedure for configuring the settings. You choose an option based on your network security model and user privileges. There are two primary network options. Choose one of the options shown below. The Staff Workstation computer is not part of a domain. See Configure for Peer-to-peer on page 20. The Staff Workstation computer is part of the same domain as the library computer. See Configure within a Domain on page 25. Other options may work at your site, but the details need to be defined on an individual basis. Overview of Remote Configuration The following diagram shows the relationships for the Remote Configuration. [A] The Login User Permissions on the library computer must have the proper permissions to access the local hard drive and registry. 795 Remote Configuration This is required in order to run the Companion Application. All login users must be members of the Administrators group. [B] The library computer may need to be configured to access the Staff Workstation computer using DCOM. Both computers must know the identity of the user specified in the DCOM settings. The DCOM User setting should also be the same on both computers. [C] The DCOM setting on the Staff Workstation computer may need to specify the security requirements for accessing the DSW Controller. The DCOM User, Access and Launch Permissions must be configured. Companion Application [B] DCOM Settings [C] DCOM Settings Library Computer [A] Permissions 795 Computer File System, Registry [D] The DCOM User on the Staff Workstation computer must have the proper permissions to access the local hard drive and registry. DSW Controller [D] Permissions File System, Registry The DCOM user be a member of the Administrator group. 19

24 Configure for Peer-to-peer This section describes how to configure the system when the Staff Workstation computer is not a member of the same domain as the library computer. This option requires more configuration steps because all the security issues must be resolved using DCOM settings. The Login User name, password, and Administrator privileges must be set up identically on both the library computer and the Staff Workstation computer. Step 1 Set up the Login User permissions on the Library Computer The library s IT specialist must set up the following Login User permissions on the library computer: 1 Setup a Login User name and password. To help standardize installations, 3M strongly recommends that you use Library as a user name. 3M delivers the Staff Workstation computer preconfigured with Library as a user name that is already set up with Administrator privileges (the password must be defined by the library). 2 Setup the user name with Administrative privileges. Step 2 Configure DCOM settings for the library computer Use the following steps to configure DCOM settings for the library computer: 1 Click the Start button on the Windows taskbar and select Run form the Start menu. 2 Type dcomcnfg.exe in the Open field in the Run window and click OK. The Distributed COM Configuration Properties window appears. 3 Click the Default Properties tab and make the following settings: Click (check) the Enable Distributed COM on this computer checkbox. Set the Default Authentication Level to Default. Set the Default Impersonation Level to Identify. Continued on next page Distributed COM Configuration Properties window 20

25 4 Click the Applications tab in the Distributed COM Configuration Properties window. 5 Double-click DSWController in the Applications field. The DSWController Properties window appears. Distributed COM Configuration Properties window - Applications tab 6 Click the Identity tab in the DSWController Properties window. 7 Click This user and fill in the User, Password, and Confirm Password fields as follows: User = Library Password = (Library password) To help standardize installations, 3M strongly recommends that you use Library as a user name. 3M delivers the Staff Workstation computer preconfigured with Library as a user name that is already set up with Administrator privileges (the password is left blank). 8 Click Apply. 9 Click OK. DSWController Properties - Identity tab 21

26 Step 3 Check the User permissions on the Staff Workstation Computer If the library computer was set up with Library as the Login User, you should not have to change the user permissions. The Staff Workstation computer leaves the factory already setup with default User ID = Library that is a member of the Administrator group. Step 4 Configure DCOM settings for the Staff Workstation computer 1 Click the Start button on the Windows taskbar and select Run form the Start menu. 2 Type dcomcnfg.exe in the Open field in the Run window and click OK. The Distributed COM Configuration Properties window appears. Run window 3 Click the Default Properties tab and make the following settings: Click (check) the Enable Distributed COM on this computer checkbox. Set the Default Authentication Level to Default. Set the Default Impersonation Level to Identify. Distributed COM Configuration Properties window - Default Properties tab 22

27 4 Click the Applications tab in the Distributed COM Configuration Properties window. 5 Double-click DSWController in the Applications field. The DSWController Properties window appears. Applications tab 6 Click the Security tab in the DSWController Properties window. Access Permissions - customize to include Everyone Launch Permissions - customize to include Everyone Configuration Permissions - this is automatically set to Use custom configuration permissions. Do not change this setting. DSWController Properties - Security tab 23

28 7 Click the Identity tab in the DSWController Properties window. 8 Click This user and type the User, Password, and Confirm Password fields as follows: User = Library Password = the password is defined by the library. To help standardize installations, 3M strongly recommends that you use Library as a user name. 3M delivers the Staff Workstation computer preconfigured with Library as a user name that is already set up with Administrator privileges (the password must be set by the library). 9 Click Apply and then click OK. DSWController Properties - Identity tab 24

29 Configure within a Domain This section describes how to configure the system when the Staff Workstation computer is a member of the same domain as the library computer. This option requires very little DCOM configuration because most of the security issues are resolved using the domain security features. Staff Workstation Computer Administration The library IT staff performs the step of making the Staff Workstation computer a member of the domain. When the Staff Workstation computer is a member of a domain, it should be configured to make all domain users a member of the Administrator group. Refer to the diagram in Overview of Remote Configuration on page 19 when configuring DCOM settings. Step 1 Create login users with administrator priviledges on the library computer. When the user logs into the library computer, the user ID must be an Administrator on the library computer. Step 2 Verify DCOM settings on the library computer No changes are necessary. The login should be a domain user and should already have Administrator permissions on both computers. Step User Permissions No changes are necessary. All domain users should have Administrator permissions on the Staff Workstation computer. Step DCOM Settings No changes are necessary. The DCOM user should be a domain user and should therefore have Administrator permissions on the Staff Workstation computer. 25

30 Overview of Local Configuration The following diagram shows the relationships for the Local Configuration. The Login User Permissions on the 795 computer must have the proper permissions to access the local hard drive and registry. This is required in order to run the Companion Application. All login users must be members of the Administrators group. Configure for Local Configuration This section describes how to configure DCOM settings in the Local configuration. 1 Click the Start button on the Windows taskbar and select Run form the Start menu. 2 Type dcomcnfg.exe in the Open field in the Run window and click OK. The Distributed COM Configuration Properties window appears. Continued on next page Run window 26

31 3 Click the Applications tab in the Distributed COM Configuration Properties window. 4 Double-click DSWController in the Applications field. The DSWController Properties window appears. Distributed COM Configuration Properties window - Applications tab 5 Click the Location tab in the DSWController Properties window. 6 Make sure that the Run application on this computer checkbox is selected and that the other two checkboxes are not selected. DSWController Properties - Location tab 27

32 7 Click the Identity tab in the DSWController Properties window. 8 Click The launching user. 9 Click Apply. 10 Click OK. DSWController Properties - Identity tab 28

33 III. Set Up Administrative Settings (Companion Software) In order to change Staff Workstation adminstrative settings, you must have write permission to the 3M section of the Windows Registry. See the library s IT staff if you require this level of permission. Step 1 - Remote Connection Setup (Remote Configuration only) 1 Start the DSW Companion software. 2 From the Settings menu, click Administrative Settings. The Administrative Settings window appears. 3 Type the name of the Staff Workstation computer in the Remote Connection field. This directs the connection between the library computer and the Staff Workstation. Companion User Interface (UI) To find the name of the Staff Workstation computer, right-click on My Computer on the Windows desktop and select Properties, then click the Network Identification tab. The computer name is listed after Full computer name. Administrative Settings window 4 Click OK. When the Staff Workstation computer name has been changed and you click OK, a message window appears informing you that the remote connection is not used until the Companion user interface is restarted. Workgroup: 3MDEVICE Workgroup 5 Click OK. System Properties window 29

34 Step 2 - Software Wedge Configuration (Local and Remote Configuration only) The software wedge allows a 3M software application to send keyboard input to a circulation application that is running on the same computer. 1 Start the DSW Companion software. 2 From the Settings menu, click Administrative Settings. The Administrative Settings window appears. 3 Click Configure. The Software Wedge Configuration window appears. Companion User Interface (UI) Administrative Settings window Software Wedge Settings The circulation system requires transmission identifiers. During operation, the software wedge adds these identifiers to the beginning (prefix) and/or the end (suffix) of an item or patron ID. Prefix The prefix is any text that must be sent to the circulation application before an item or patron ID is sent. Suffix The suffix is any text that must be sent to the circulation application after an item or patron ID is sent. Acceptable transmission identifiers include printable characters and the following special notations: Carriage return \r New line \n Tab \t Backslash Any ASCII character between 01 and FF \\ (two backslashes) \xnn where nn is is a two-digit hexadecimal code that represents an ASCII character. Example: Space Character \x20 Software Wedge Configuration window 30

35 Ask a library administrator (or refer to the circulation system software documentation) for these custom transmission settings. Delay Time Interval (ms) This is the time delay (in milliseconds) that the software wedge waits between sending multiple item IDs to the circulation system. The delay time is typically left at the 100 ms default setting. You may have to increase this value if the library s circulation system is not fast enough to process multiple items from the 3M application. Troubleshooting Remote Configuration If the Companion software is running, but the Staff Workstation is not functioning, follow these troubleshooting steps to isolate a problem: Verify that your network is working correctly by pinging the client from the server computer and by pinging the server from the client computer. On the server computer, open a command prompt window and execute the following command using the name of your client computer in place of ClientcomputerName: Ping ClientcomputerName If everything is working correctly, you should see three or four replies and the time each one took. If you see timeouts or other errors, you have problems in your network setup and you need to fix these before you can continue. Repeat the same steps on the client computer using the server's computer name. Check the DCOM settings. Be sure that following settings appear in the Distributed COM Configuration Properties window - Default Properties tab : Enable Distributed COM on this computer = checked Default Authentication Level = Default Default Impersonation Level = Identify If you are require additional assistance in the U.S., contact 3M software support at , option 1. Outside the U.S., contact your local 3M office. 31

36 Appendix Calibrate the Touchscreen Staff Workstations equipped with touchscreens include diagnostic software for calibrating the touch response of the screen. This ensures that the touchscreen's response is accurate. 1 Click Settings, then Control Panel in the Start menu. The Control Panel window appears. 2 Double-click the Elo Touchscreen icon in the Control Panel window. The Elo Touchscreen Properties window appears. Control Panel window 3 Click the Align button in the Elo Touchscreen Properties window. The Touchscreen Test screen appears. 3 Elo Touchscreen Properties window - General tab Touchscreen Test screen 32

37 4 Follow the instructions and touch the target that appears on the screen (shown at right). 5 When the test is complete, the Check Video Alignment window appears. Touch different areas of the screen. The cursor should move to wherever you touch the screen. Click Yes if the test is successful. If the test is not successful, click No and follow the instructions that appear on the screen. Touchscreen target - Touch this target when it appears on the screen. This calibrates the touch response of the screen. 6 Click OK in the Elo Touchscreen Properties window. 7 Click Close in the File menu on the Control Panel window. Check Video Alignment window 33