Changes between Version 18 and Version 19 of StaffClient


Ignore:
Timestamp:
Jan 5, 2020, 4:15:08 PM (2 years ago)
Author:
Dan Scott
Comment:

The installed staff client is no more

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  • StaffClient

    v18 v19  
    1111As of 3.1, the web staff client is considered "production" quality by the Evergreen development team, and the installed staff client is deprecated.
    1212
    13 == Installed staff client ==
    14 Conifer offers a custom Evergreen staff client that you must download from the Conifer site.
    15 
    16 === Installing the Conifer staff client using the Windows installer package ===
    17 
    18   1. Download the [https://clients.concat.ca/ Windows installer package]
    19   1. Double-click the file that you downloaded with the '''_setup.exe''' extension. This begins the install.
    20   1. When the install finishes copying files, clear the checkbox to prevent the staff client from starting automatically.
    21 
    22 Once this staff client has been installed, future versions should automatically update themselves.
    23 
    2413== Requesting permissions to register and use the staff client ==
    2514
    26 Staff that want to use the staff client need to have the Conifer contact for their library open a Conifer ticket requesting the appropriate set of privileges (generally, one or more of "Super circulator", "Super cataloguer", and "Local administrator" permissions). Then the Conifer systems team can grant the permissions accordingly.
     15Staff that want to use the staff client need to have a local Conifer administrator edit their patron account to have the required privileges by adding entries to the '''Secondary Groups''' button next to the '''Profile''' field in the '''Edit Patron''' screen.
     16
     17* Staff (every staff member should have this permission)
     18* Cataloguer, Super cataloguer
     19* Circulator, Super Circulator
     20
     21Remember to click '''Add''' for each set of privileges, then '''Apply Changes''', and then '''Save''' the patron.
     22
     23You also need to grant them permission to use these privileges at one or more libraries. On the '''Patron''' screen, select '''Other->User permission editor''', check the library or libraries where they should have permissions, then scroll all the way to the bottom and click '''Save'''.
    2724
    2825== Registering the workstation ==
    2926
    30 Once you have been granted the required permissions, you can register the workstation.
     27Once you have been granted the required permissions, you can register a workstation.
    3128
    3229The first time you install the Evergreen staff client on a computer, you need to log into Conifer and ''register'' the staff client as a new workstation.
     
    3633== Registering the workstation at a Laurentian University library ==
    3734
    38 When you initially register the workstation on a given computer, Conifer does not know what library you work for, and thus cannot use alternative authentication schemes such as LDAP. Instead, Conifer has to use the built-in Evergreen account to authenticate (just the first time for the installed staff client, but every time for the web staff client). This poses a problem, as most Evergreen users do not (and should not) know your password for their built-in Evergreen account.
     35When you initially register the workstation on a given computer, Conifer does not know what library you work for. Instead, Conifer has to use the built-in Evergreen account to authenticate (just the first time for the installed staff client, but every time for the web staff client). This poses a problem at Laurentian, as most Laurentian users do not (and should not) know the password for their built-in Evergreen account.
    3936
    40 Therefore, if you work at a site that normally uses an alternate authentication scheme, such as Laurentian's use of LDAP authentication, you will need to either:
     37Therefore, if you work at a site that normally uses an alternate authentication scheme, such as Laurentian's use of LDAP authentication, you can reset your built-in Evergreen password by visiting https://laurentian.concat.ca/eg/opac/password_reset and entering your barcode or user name (''mx_example@laurentian.ca'' for Laurentian users) and clicking '''Submit'''. Within five minutes, you will receive an email at your email address with a link that lets you set your password.
    4138
    42 a. (''installed staff client only'') have another staff person who knows their Evergreen user name and password log onto your workstation using their built-in Evergreen account to register it; or
    43 
    44 b. have a staff person set your Evergreen password to a known value, so that you can authenticate using the built-in Evergreen user name (''mx_example@laurentian.ca'') and password. ''This is the only way you can currently log into the web-based staff client''
    45 
    46 Once you have registered the workstation, you can subsequently log in to the '''installed''' staff client using your LDAP password - although note that you will always have to use your full email address (for example, ''mx_example@laurentian.ca'') for your user name when logging into the staff client.
     39Once you have registered the workstation, use your full email address (for example, ''mx_example@laurentian.ca'') for your user name when logging into the staff client.