Webopac Setup Guide October 2017

Transcription

1 BOOKMARK Technology & Knowledge Management Services 14th Floor R11/41 GPO Box 1152 Education Centre Adelaide SA Flinders Street Adelaide SA 5000 DX56404 Tel Fax Webopac Setup Guide October 2017 This guide contains information on how to set up Bookmark's Webopac search system. The guide is intended for the IT support person. Webopac Webopac is a browser-based version of Bookmark s catalogue search program. Search is a windows-based program but Webopac is accessed via URL. Webopac will work through any browser, even on non-windows systems such as Macintosh, ipad and Android devices. Webopac is useful in large network situations or where non-window devices are to be used to search the library database or where the regular Search module cannot be used. Webservers Bookmark comes with its own special webserver. It is easy to set up and offers the fastest responses. However, Webopac can also work through a standard webserver such as Windows Internet Information Services (IIS) or Apache. Setting up the Bookmark Webserver The Bookmark webserver is the standard for Webopac. The program Bmwebsvr.exe is run on Bookmark's host computer in the background. This program can run either minimised or in the system tray. On the host, create a desktop icon to Bmwebsvr.exe or set up an icon in the Start area. Use this to launch the Webopac webserver. The icon can be placed into the Startup folder so it is launched when the host is booted. It can also be set up as a service but this is a complex process. ( For example, see ) Bookmark webserver checks available ports. If port 80 is free, that port is used by default. If it is being used, then port 2000 is set. If port 2000 is used, ports upwards are checked until one is free. The URL displayed is the name of the host computer and optionally the port number e.g. for port 80 and for port 2000.

2 The port value can be manually configured. Enter the value and click Change. Exit and restart. Enter the URL in a browser to make sure Webopac is working. Note: if the page to be displayed is not included in the URL, then the default Webopac search page is automatically shown. On some systems, if set to the system tray, the webserver icon may not appear. In this case, the webserver can be closed via the Task Manager. The URL can be handled normally e.g. it can be included in a Favourites or Bookmarks list, or as a link from a page. An optional desktop shortcut icon can be made and only requires the URL as the target e.g. Several icons are available.

3 Technical note: The webserver does not necessarily have to be running on the host. It can run from a workstation and the workstation's computername then becomes the address. The only downside of this is the speed reduction having to work through the network and the fact the workstation must be turned on for anyone to access the data. Technical note: Bookmark s webserver is intended to serve Webopac. It can also serve other pages but its facilities beyond displaying pages and images are limited.

4 Librarian's Webopac Controls Bookmark contains a section for setting the display and functions in Webopac. It is intended for library staff. Open Bookmark, click on Controls then on Webopac Controls. This screen is used by library staff to set policies and other properties. To see the controls page, open Bookmark, click on Controls then on Webopac Controls.

5 Four different setups are available. Each allows custom configuration and each has its own start page. The bottom left dropdown list determines which "Setup" is being used. Changing the setup or clicking on the Update button causes a start page to be generated. The default page is named Webopac.htm. Setup1 is Webopac1.htm, setup 2 is Webopac2.htm and setup 3 is Webopac3.htm. These pages all use Bookmark s built-in presentation styles. The normal URL accesses the default setup: To access setup 2, add the start page name. The URL would be something like Do not include the path or folder name in the URL. One of the other controls is Presentation. This sets the style of the first page or start page. Presentation 2 is default. Library staff should select the desired presentation. Click on Update after making any changes. Custom Start Page Webopac also allows for custom-designed start pages in addition to the pre-set ones. Set the presentation to Custom. A custom-designed page is one developed locally and not built into Bookmark. When a custom presentation is updated, a different page file is created, called Opac.htm. The web prefix is not included. Opac.htm is the default setup, Opac1.htm is for setup 1, etc. The first time a custom page is saved, a default is created using Presentation 2. From that point, the html code in the relevant Opac.htm file can be modified. The contents of the page is not changed except the librarian-controlled function areas. See the Webopac manual for more information on custom-designed pages. WebOPAC using Internet Information Services (IIS) or another web server Webopac normally uses its own webserver as described above. As an alternate, Webopac can operate a standard webserver such as Windows IIS or Apache.

6 The notes below detail how to configure IIS7.5 for Webopac. IIS 5 and 6 can also be used. Webopac can also work with the Apache webserver. The steps to configure are not covered in this document. To use with Apache, make sure that CGI executables are permitted. Set up Bookmark's path as a virtual directory. Also make sure the system works within Modify level or better permission. Note the URL is slightly different. See the end of this document. Before using another webserver, a Webopac start page must have been created. Go to the Webopac Controls page (described above). Click on the Update button to create a page. The page filename will vary depending on the setup as noted above. The page Webopac.htm is the name of the page using the default setup and one of the pre-set presentations. If a custom presentation is used, the start page is named Opac.htm. For IIS, the broad steps to set up are: 1. Create the initial Webopac start page. 2. Install IIS on the host computer (if that has not been done). 3. In IIS, create a Virtual Directory to Bookmark's location. 4. Configure IIS to use the virtual directory and allow CGI executables. 5. Obtain the URL.

7 INSTALL IIS IIS 7.5 comes with Windows 7 and Windows Server 2008 R2. IIS 8 comes with Windows 8 and Server IIS 10 is with Windows Server 2016 and Windows 10. Click on Start then on Control Panel. Click on Programs Under Programs and Features, choose Turn Windows Features on or off

8 Tick Internet Information Services. Then click on the + to open it.

9 Click on the + next to World Wide Web Services to open that. Click on the + next to Application Development Features to open. Put ticks next to CGI, ASP and ASP.NET. This is the minimum required for Webopac. The others can be marked if desired. Click on OK.

10 IIS is then installed. Wait until it is finished. OPEN IIS IIS configuration begins with opening the IIS Manager. Open the Control panel. Click on System and Security.

11 Click on Administrative Tools. Double click on Internet Information Services (IIS) Manager.

12 Configure IIS Left-click on the Server name beneath Connections. Double click on ISAPI and CGI Restrictions. On the right side, beneath Actions, left click on Edit Feature Settings Tick both boxes then click OK.

13 On the left side, open the server. Left click on Application Pools. Double click on DefaultAppPool. Set Managed pipeline mode to Classic. Make sure Start application pool immediately is ticked. Click OK. Next, create a virtual directory for Bookmark. Open the Sites folder on the left side. Right-click on Default Web Site. Left click on Add Virtual Directory. Give it an Alias name e.g. Bookmark. Fill out the physical path to Bookmark's folder. Click OK.

14 Expand the Sites folder on the left then Default Web Site and locate the Bookmark virtual folder. Click on it. Double click on the Authentication icon. Click on Anonymous Authentication. On the right beneath Actions, click Edit.

15 Click next to Application pool identity to put the dot there. Click OK. On the left, click on Default Web Site then click on the Bookmark folder again to refresh the middle menu. Locate and double click on Handler Mappings.

16 Double click on CGI-exe. Make sure that Executable is blank. Click on Request Restrictions... Mapping should be either File or File or folder. Note: Webopac uses the program Bmopac.exe. If needs, set IIS to allow this program to run.

17 At the top, click Verb. Set to All verbs.

18 At the top, click Access. Set to Execute. Click on OK. Click on OK again to close the Edit Script Map dialog. If the following appears, click on Yes. Make sure the CGI-exe line is still highlighted.

19 On the right side, click on Edit Feature Permissions. Make sure the Execute checkbox is ticked. Click on OK. Do not close IIS yet. USER PERMISSIONS At least Modify level is needed by the user that is accessing IIS. Any lower permission level generates misleading error messages. With IIS still open, right click on the Bookmark folder (left side) and click on Edit Permissons. Click on the Sharing tab. Click on Advanced Sharing.

20 Make sure there is a tick against Share this folder at the top. Click on the Permissions button. For the Everyone user, tick Full Control, Change and Read. Click OK. Click on the Security tab on the top.

21 Click on the Advanced button. And then click on Change Permissions.

22 If required, edit the various users giving each Modify or Full Control. Click on OK. Repeat for each user as needed. When finshed click OK as many times as needed to close everything.

23 URL To use with IIS or another webserver, the Bookmark folder must be included in the URL. Example: This would open a page created for setup 1. The default setup does not have a number it is just opac.htm. The actual page file to use depends on the Webopac setup and if standard or custom pages are being used. The default pages are either Webopac.htm or Opac.htm (for a custom designed page). For setup 1, the pages are Webopac1.htm or Opac1.htm.