EnvisionWare PC Reservation Administrator Manualhpltroubleshootingwiki.pbworks.com/w/file/fetch/96860997/PCRes43... · and Self Service Reservation Stations ... Table of Contents

© 2008-2014, EnvisionWare, Inc. – All rights reserved

For use with PC Reservation 3.5.x Management Consoles, Staff

and Self Service Reservation Stations

EnvisionWare® PC Reservation®

Administrator Manual

Version 4.3

Released: January 15, 2014

EnvisionWare® PC Reservation® 4.3

2 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved

PC Reservation®

Copyright © 2008-2014 EnvisionWare®, Inc. – All rights reserved.

PC Reservation and EnvisionWare registered trademarks of EnvisionWare,

Inc. Microsoft and Windows are registered trademarks of Microsoft

Corporation. Vista is a trademark of Microsoft Corporation. Mac, Mac OS,

Tiger, Panther, Leopard, Snow Leopard, and Lion, are trademarks of Apple

Inc., registered in the U.S. and other countries. Clean State is a registered

trademark of Fortres Grand Corporation. Deep Freeze is a trademark of

Faronics. SteadyState is a trademark of Microsoft.

No part of this publication may be reproduced, stored in a retrieval system or

transmitted in any form by any means electronic, mechanical, photocopy,

recording or otherwise, without the prior permission of the publisher, except

as permitted by U.S.A. copyright law.

Fifth Publication January 2014

Published in the United States of America

Information in this document is subject to change without notice and does

not represent a commitment on the part of EnvisionWare. The software

described in this document is furnished under the EnvisionWare End User

License Agreement (EULA). The software may be used or copied only in

accordance with the terms of the agreement. Content is based upon

information available at publication time.

EnvisionWare, Inc.

2855 Premiere Parkway | Suite A

Duluth, Georgia 30097-5201

USA

EnvisionWare Pty Ltd

10 George Street

Stepney, South Australia 5069

Australia


Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 3

Foreword

Thank you for purchasing PC Reservation, the modular solution for staff-

managed, and self-service computer Access and Session management.

PC Reservation scales to fit the needs and budget from the smallest facility

to large enterprise networks with thousands of public computers. Because of

its Distributed Processing Architecture, PC Reservation provides the same

performance regardless of the size of the network. Reservations are

seamlessly managed by staff and the public using a Staff Reservation

Station, Self Service Reservation Station or Web Module. Coupled with the

included Central Management Solution, PC Reservation can be centrally

managed for a multi-branch facility or consortia. The software adapts to the

needs of every library through an extensive set of point and click

preferences.

EnvisionWare Mission Statement

"To provide our customers with quality products and exceptional

service. We strive to maintain our reputation for integrity,

responsiveness, and fairness, with customers, suppliers, competitors,

and employees."

We encourage you to provide feedback concerning new features. Thanks to

feedback from customers like you, EnvisionWare has become the Company

that produces software that works the way you want it to. Thanks again for

using our products.

--- The EnvisionWare Team



Table of Contents

Chapter 1 – Providing a System Overview ................................................................. 9

PC Reservation V4 ....................................................................................................... 9

Architecture ............................................................................................................ 9

EnvisionWare System Monitor (ESM) .......................................................................... 10

Bundled Java Run-Time Environment (JRE) ................................................................. 11

V4 Management Service ........................................................................................... 11

Preference Management via the ‘Management Service’ Console ....................................... 11

Default Settings ...................................................................................................... 12

Idle or Main Screen and Screen Saver ........................................................................ 12

Login Behaviour ...................................................................................................... 12

Deployment ........................................................................................................... 13

PC Reservation V4 Connections Diagram ........................................................................ 14

System Requirements for V4 Architecture ....................................................................... 16

Remote Desktop Protocol.......................................................................................... 16

V4 Client on Windows .............................................................................................. 16

V4 Client on Mac ..................................................................................................... 18

Identifying 64-bit Compatibility Support Details for Client .................................................. 20

Management Service – Hardware Requirements and System Compatibility ........................ 21

JAWS Compatibility ................................................................................................. 21

Understanding Port Functions ....................................................................................... 21

Port Descriptions ..................................................................................................... 21

Firewall Rules for PC Reservation Ports ....................................................................... 24

Chapter 2 – Identifying Client Deployment Options .................................................. 25

Deployment Planning .................................................................................................. 25

Manual V4 Client Installation ........................................................................................ 27

Silent V4 Client Installation .......................................................................................... 27

Command Line Parameters for Windows...................................................................... 27

Silent Installation for Windows .................................................................................. 28

Silent Installation for Mac ......................................................................................... 29

Chapter 3 – Illustrating EnvisionWare System Monitor ............................................ 30

Incorporating EnvisionWare System Monitor ................................................................... 30

Illustrating EnvisionWare System Monitor ....................................................................... 31

15BIllustrating Component Characteristics ........................................................................... 39

Managing a Java Environment via EnvisionWare System Monitor ........................................ 41



Identifying EnvisionWare System Monitor’s Uninstall Protection .......................................... 42

Using the Windows ‘System Tray’ to Download a License File ............................................. 43

Chapter 4 – Installing the PC Reservation Management Modules .............................. 45

Preparing for Installation ............................................................................................. 45

Installing the Management Modules ............................................................................... 46

Chapter 5 – Understanding the Management Service Console................................... 59

Management Service Console ....................................................................................... 60

Opening the Management Service Console .................................................................. 60

Configuring the V4 System with the Management Service Console ................................... 61

Changing the Language for the Management Service Console ......................................... 62

Closing the Management Service Console ....................................................................... 63

Chapter 6 – Installing the Client on Windows .......................................................... 64


Installing the Client on Windows ................................................................................... 65

Configuring the Client on Windows ................................................................................ 70

Starting the Client on Windows ..................................................................................... 70

Stopping the Client ..................................................................................................... 71

Chapter 7 – Installing the Client on Mac .................................................................. 73


Installing the Client on a Mac ....................................................................................... 73

Configuring the Client on a Mac .................................................................................... 78

Configuring the Computer Name for Mac ..................................................................... 79

Dual Booting a Mac for Mac OS and Windows Support ................................................... 79

Starting the Client on the Mac ...................................................................................... 81

Stopping the Client on the Mac ..................................................................................... 81

Chapter 8 – Customizing the V4 Client Main Screen ................................................. 82

Displaying the Institution’s Logo ................................................................................... 83

Displaying the PC Area Name ....................................................................................... 84

Customizing the Top Banner Color of the Client Idle Screen ............................................... 85

Customizing the Idle Screen Background Color ................................................................ 88

Customizing the Idle Screen Background Image .............................................................. 92

Customizing the Library News Section of the Client Idle Screen .......................................... 96

Adding Multiple News Items ...................................................................................... 98

Disabling the Instructions Portal ................................................................................ 99

Disabling the News Feed Portal ................................................................................ 102

Customizing the Client/User Instruction Section ............................................................. 105



Enabling System Time ............................................................................................... 108

System Locale Setting............................................................................................ 111

Configuring the Welcome Message Screen .................................................................... 111

Identifying Welcome Message Screen Characteristics ...................................................... 112

Ending a Session ...................................................................................................... 114

Chapter 9 – Configuring the User’s Experience ...................................................... 116

Changing Screen Saver Settings ................................................................................. 117

Configuring Client Screen Timeout ............................................................................... 118

Configuring the Computer Use Policy ........................................................................... 119

Configuring the Maximum Hide Interval ........................................................................ 121

Disabling the Automatic Extension Message at the Client ................................................. 122

Customizing Translation Files...................................................................................... 122

Configuring Dynamic Windows Profile Manager for Valid and Guest Users ........................... 126

Configuring the Default Language for the V4 Client ........................................................ 128

Chapter 11 – Configuring Login Features ............................................................... 130

Integrating JAWS Screen Reading Software .................................................................. 131

Recommended Configurations ................................................................................. 131

Integrating PC Reservation with LPT:One ...................................................................... 134

Configuring the System to Login with Operating System Credentials ................................. 134

Configuring the System to Login with Novell Credentials ................................................. 136

Configuring the System to Allow User ID Prefixes ........................................................... 136

Configuring the System for Stand-Alone User Credentials ................................................ 143

Tracking Usage Information by Sessions or Minutes ....................................................... 144

Configure Session/Minute Tracking ........................................................................... 144

Viewing the Control Menu .......................................................................................... 146

Identifying the Various Control Menu Locations .......................................................... 147

Configuring to Enable Language Changes at the Client................................................. 148

Configuring to Hide a Session ..................................................................................... 153

Identifying Reservation Trades ................................................................................... 160

Chapter 11 – Configuring Staff Functions .............................................................. 162

Logging in as a Super User ........................................................................................ 163

Closing a Super User Session .................................................................................. 165

Stopping the Client with the PC Reservation Icon ........................................................... 166

Chapter 12 – Configuring Filtering Option for V4.................................................... 168

Enabling Profile-Based Filtering ................................................................................... 168

Proxy-Based Filtering for Clients on a Different Subnet ................................................... 168



Proxy-Based Filtering for Clients using Terminal Services ............................................. 169

Clients on the Same Subnet Configuration ................................................................. 170

Clients using FireFox, Opera or any other Web Browser ............................................... 171

Enabling Proxy-Based Internet Filtering Using WPAD ...................................................... 171

WPAD Overview ....................................................................................................... 171

Modifying the DNS ................................................................................................ 172

WPAD File Descriptions .......................................................................................... 172

WPAD File Configurations for wpad_no_internet.dat file ............................................... 173

WPAD File Configurations for wpad_filtered.dat file ..................................................... 174

WPAD File Configurations for wpad_unfiltered.dat file .................................................. 175

Updating Local Host File ......................................................................................... 176

Internet Browser Configurations .............................................................................. 176

Chapter 13 – Uninstalling PC Reservation V4 ......................................................... 177

Uninstalling V4 Components from the Program Menu ...................................................... 177

Uninstalling LPT:One Components from Add/Remove Programs ........................................ 178

Uninstalling EnvisionWare System Monitor (ESM) for the Mac ........................................... 178

Uninstalling the Client from a Mac ............................................................................... 179

Chapter 14 – Feature Parity Matrix between the 3x & 4x Clients ............................ 180

Appendix A – Management Service Console Settings .............................................. 185

Appendix B – Client Module Preference File ........................................................... 200

Client Logging .......................................................................................................... 200

Appendix C – Macintosh Client Module Preference File ........................................... 202

Appendix D – Optional Configurations ................................................................... 204

Fast Login Setting .................................................................................................... 205

Configuring the V4 Client and Management Service Console’s Auto-Discovery Ports ............. 206

Configuring the V4 Client and Management Service with the Management Service Location

Configuration ....................................................................................................... 207

Configuring Process Exceptions for the V4 Client ............................................................ 208

Adding Process Exceptions for Additional Operating Systems at the Management Service .. 209

Modifying Process Exceptions at the Client ................................................................. 211

Preparing for an Auto-Update of PC Reservation ............................................................ 213

Understanding Auto-Update .................................................................................... 213

Appendix E – Management Service Restart ............................................................ 215

Appendix F - Windows Group Policy Settings and Other Keystrokes blocked by PC

Reservation V4 Client ........................................................................................... 217

Ctrl + Alt + Del Options for Windows XP Pro, XP Embedded, Vista, 2008 Server, and 7 ........ 217



PC Reservation V4 Client Blocks the following keystrokes for Windows: .......................... 218

Mac blocked Operations by PC Reservation V4 Client ............................................. 219

PC Reservation V4 Client Blocks the following keystrokes for Mac ..................................... 219

Customer Feedback .............................................................................................. 220



Chapter 1 – Providing a System Overview

PC Reservation V4 is a new generation of computer management software

from the world’s leading publisher of library self service solutions. The

following provides a high level overview of the new generation of PC

Reservation. Each feature is described in detail in succeeding pages of the

Manual.

PC Reservation V4

PC Reservation V4 is a completely new application, created with innovative

advanced web technology. Leveraging ten years of knowledge in public

computer management, EnvisionWare is offering a plethora of new features

based on feedback from thousands of libraries around the world.

In addition to a new architecture and new features, PC Reservation V4

introduces an innovative rollout program.

Architecture

The architecture is brand new and designed in response to the feedback from

our customers. Our customers’ experience with installing new libraries and

migrating others from alternative solutions led us to this new architecture.

The PC Reservation Version 3.x Client was an application, whereas the new

V4 Client is a combination of a new service/daemon and an application.

These two components perform very different actions but combine to provide

a robust, user friendly, and secure computer management solution. The

service (Windows) or daemon (Mac and, in the future, Linux) component

operates at the system level to broker communications and perform tasks

that can only be accomplished by a system level component.

The user interface (application) is a new encapsulated browser component

that renders everything you see on screen. ALL GUI elements are HTML-

based which means that the look and feel can be as rich as any Internet

application. Over time you will see new options or themes for the user

interface and soon we will release a new, optional module called the PC

Reservation Customization Suite.



In order to protect the system from corruption by hackers, everything in the

system is encrypted. As such, in order to customize the layout or behavior,

an administrator will require a Screen Compiler in order to decompress the

existing screen layouts, modify the look and behavior, and then recompile

the screens for delivery to the system. The Screen Compiler is a component

of the future Customization Suite.

For today’s customers, the rich web-based interface is colorful, intuitive, and

packed with helpful information designed to make your user’s experience

easy and pleasant. It represents the collective wisdom of thousands of

customers that told us what they wanted in a next generation solution.

A new protocol carries messages from the client on a public computer to a

new Management Service described later. The protocol is designed to be

forgiving of series updates. This means that you can generally update your

core components without touching your Clients.

The service/daemon and Client (web GUI) interact with each other to protect

against unauthorized use and tampering by users of public computers.

EnvisionWare System Monitor (ESM)

EnvisionWare System Monitor (ESM) is a new, bundled application that is

deployed with all EnvisionWare applications. For the V4 series, ESM monitors

your system to ensure that all components are functioning normally and it

also installs the bundled Java Run-Time Environment.

Also, ESM monitors your system to ensure that all components are

functioning normally and provides new update services that are designed to

work EVERY time regardless of group policies. ESM cannot overrule rollback

software like Clean Slate, DeepFreeze, or Microsoft Steady State so

administrators must provide a disabled state for rollback/system writes, so

that updaters can perform their actions. ESM uses web protocols to deliver

updates seamlessly without using shares and regardless of the permission

level granted a public user.



Bundled Java Run-Time Environment (JRE)

The Bundled Java Run-Time Environment (JRE) was created for all of

EnvisionWare products that use Java. The bundled JRE is packaged with ESM

so Java is installed when ESM is installed.

The bundled JRE is also packaged with the V4 Windows Client with a newly

created Registry entry, EnvisionWare\PC Reservation\JavaHome. The

registry value points to the bundled Java Runtime Environment (JRE), located

in the C:\Program Files\Envisionware\common\jre directory. The Client

Service and the Client application use the specified JRE directory to launch.

When Java auto-updates occur on a client or server machine, it will not use

the JAVA directory instead the Management Service and Client will use the

JRE installed with the product.

Note: For institutions that use the common version of Java, it will not be used. This applies to the V4 Windows Client only. The V4 Mac Client is not bundled with the JRE; Java auto-updates occur predictably.

V4 Management Service

In order to broker communications to the new V4 Client and to manage the

new features offered in the new Client, this release introduces a new Fourth

Generation component, the Management Service. Today, the Management

Service works in tandem with your existing 3.5.x Management Consoles

(version 3.5.8 or higher.) Its primary purpose is that of a bridge between

the Management Console and the V4 Clients. While the Management

Console has no knowledge of V4 Clients, it does recognize communications

from the Management Service. Therefore all information needing to go to

the V4 Clients or to the Management Console is managed and passed by the

Management Service successfully.

Preference Management via the ‘Management Service’ Console

In PC Reservation V4, your preferences are managed in a web browser.

Simply connect to the URL which is hosted in the new Management Service

embedded web server and you’ll be instantly viewing a rich, web-based

graphical interface for managing preferences in the Management Service.



The new Management Service is also smart about preference changes.

There’s no need to restart the service to adopt new settings. The moment

you press Submit on the Management Service Console screen, your new

settings are applied to your enterprise without disrupting any services or

system communications.

In this release, the Console provides basic services. In upcoming releases

additional preferences such as screen text will be incorporated into the

Management Service console. The data fields will be updated to provide data

validation, drop down choices, checkboxes and other types of control options

appropriate to the data being managed.

Default Settings

Customer feedback from libraries and campuses around the world drove

changes in the user experience to provide a more intuitive interface. Options

like “Lock” are replaced with “Hide” and “Locked” is replaced with “In Use by

Another Patron” along with other message changes.

Idle or Main Screen and Screen Saver

The Version 3.x screen saver did not provide information about user status

and added no value to passers-by. In V4 the main screen for the Client is

the idle screen and it contains Status, Login Instructions, Area name and

color coding, and a new News section. The entire screen moves slightly to

perform screen saver actions.

Login Behaviour

In V4, the login fields change dynamically according to the system

preferences. Replacing the 3x approach to “Click on colored text,” V4 users

can simply enter the appropriate credentials and PC Reservation determines

if the user is reserved or is requesting a @Client reservation.

For campus environments, a new preference uses the Windows or Mac logon

credentials to start a session, bypassing the PC Reservation login sequence.



Deployment

The PC Reservation V4 Client replaces existing Client modules in an existing

PC Reservation 3.5.x system. It operates in a mixed environment with

existing Version 3.x Clients or you can replace or update all of your current

Clients. This innovative approach to a release strategy is the least invasive

way to offer a migration strategy to the thousands of sites using the 3.x

version series. It offers a low risk1 way to implement a new architecture,

new features, and a new look on some computers while offering a consistent

experience to patrons on systems that are not yet updated.

In order to support the new features of the V4 Client, the foundation of a

new Management Service is installed on the same computer as an existing

Management Console.

In future major releases, the product will offer a similar side by side

replacement strategy for staff and self service stations. The V4 architecture

and rollout will be largely completed when the current Management Console

is completely replaced with the new Management Service.

1 While the product is fully tested and not considered risky, many customers feel that a change to the patron experience has inherent risks to public adoption and comfort. This approach was designed to offer a choice in adoption strategy.



PC Reservation V4 Connections Diagram

The following diagram displays the V4’s versatility. The V4 Client coexists

with Version 3.x. The blue areas represent Version 3.x components while the

Purple areas represent V4 components.

Migrating from PC Reservation Version 3.x to V4 will occur in phases. Most

of your components will remain the same. Implementation for V4x consists

of the following components:

Management Console (3.5.x) – The 3x Management Console

remains the primary logic component of the system in this release. However, some configuration options which are new to the V4

architecture are configured in the Management Service.



In the final phase of migration to V4, the Management Console will be

replaced in its entirety by the new Management Service.

Management Service (V4) – This component is responsible for communicating with the V4 Client and for controlling the logic related

to new Client functionality. The Service delivers the new Management

Service Console.

Management Service Console (V4) – A web-based administrative

interface for the Management Service.

Staff-Managed Reservation Station (3.5.X) - This component is unchanged and is part of the current Version 3.x design. Information

about this module may be found in the Version 3.x Technical Manual.

Self-Service Reservation Station (3.5.X) – This component is

unchanged and is part of the current Version 3.x design. Information about this module may be found in the Version 3.x Technical Manual

Version 3 Windows Client (3.5.X) – While V4 includes a re-

architected Client, the institution can maintain the existing Version 3.5.x client on some public computers as desired.

Version 4 Client (V4) – The V4 Client provides a completely new PC

Reservation Client. As in the past, the Client manages Windows computers, and, for the first time, an implementation that supports

Mac.

EnvisionWare System Monitor (ESM) – ESM monitors your system

to ensure that all components are functioning normally and provides the auto-update support for future releases of the V4 Client.



System Requirements for V4 Architecture

The following tables list the components and minimum requirements for PC

Reservation V4.

Remote Desktop Protocol

EnvisionWare does not recommend accessing the Management Console via

Remote Desktop Protocol (RDP). Doing so may cause anomalies as the

Management Console is designed so that its local pcres.mdb file is expected

to be accessed via one connection only. Using RDP and attempting to access

the database via multiple connections will cause problems within the

reservation system. Solution 1898 provides a reference to this topic.

V4 Client on Windows

The Client is a user facing program driven by a Client service. This program

allows patrons/users the ability to access computer resources in a methodical

and orderly fashion. The Client’s service control communicates with the

Management Service to give and receive status updates and configuration

commands. The Client’s service then relays the information to the Client

program which executes the appropriate interface and diagrams/data.

JAWS Compatibility

The V4 Client is compatible with the JAWS (Job Access with Speech) screen

reading software. See ‘Integrating JAWS Screen Reading Software’ in

Chapter 11 – Configuring Login Features for more information and guidelines.

Component Overview

Where: C:\Program Files\EnvisionWare\PC

Reservation\Client Module

Executable(s): PC Reservation Client Module.exe

PCReservationClientService.exe

Config File: pcrClient.ewp

Database: NA



Operating System Compatibility

The V4 Client is tested and supported on the following operating systems:

Windows XP SP3 Professional Edition

Windows Vista Business and Ultimate Editions (32- and 64-bit

versions)

Windows 7 Business and Ultimate Editions (32- and 64-bit

versions)

The V4 Client is not supported on the following operating systems:

Windows 2000 Professional

Windows XP SP2 or earlier

All operating systems released earlier than Windows XP

Memory

Memory

(RAM):

512 MB for Windows XP

Vendor recommended system requirements for all

other operating systems.

Network Compatibility

Network: TCP/IP

Static IP: Not required

Hardware Compatibility

Hard Drive

Space:

Vendor recommended system requirements for

the operating system.

Minimum

Screen

Resolution:

1024 by 768 pixels



V4 Client on Mac

The Mac Client for PC Reservation provides the same purpose and

functionality as does the Windows Client for PC Reservation. See the above

category for the Windows Client.

Component Overview

Where: Applications directory

Executable: Not Applicable

Config File: pcrClient.ewp

Database: NA

Operating System Compatibility

The V4 Client has been tested and is supported on the following operating

systems:

Mac OS® 10.5.8 or higher (Leopard®)

Mac OS® 10.6 version series (Snow Leopard®)

Mac OS® 10.7.3 (Lion®)

o While the latest 4x PC Reservation version is tested

with the above Mac OS version specifically,

EnvisionWare has confidence that PC Reservation

works successfully on the 10.7, 10.7.1, 10.7.2, and

10.7.3 Mac OS versions.

o Be advised that this present version of PC Reservation

is presently not tested with Mac OS 10.7.4. However,

this does not convey that it will not work successfully.

o IMPORTANT! When installing PC Reservation 4.2 on

Mac OS 10.7, System Administrators must first install

Java. Apple does not ship Java with the OS 10.7

version.



The V4 Client is not supported on the following operating systems:

All operating systems released earlier than Mac OS® 10.5.8

Macs using a Power PC processor

Network Compatibility

Network: TCP/IP

Static IP: Not required

Hardware Compatibility

Hard Drive

Space:

Vendor recommended system requirements for

the operating system

Min Screen

Resolution:

1024 by 768 pixels



Identifying 64-bit Compatibility Support Details for Client

Changes with where the PC Reservation Client stores its preference (.ewp)

file are incorporated with the 4.3 version.

The PC Reservation Client Service runs as a 64-bit Windows Service on

Windows 64-bit OSes. The PC Reservation Client Service is installed to

Program Files directory by default. This is not configurable.

The PC Reservation Client Module's default installation remains to be

Program Files (x86). Note: The PC Reservation Client Module and Client

Service both are installed to the same directory (...\Program Files

\EnvisionWare\PC Reservation\Client Module) as always on a 32-bit system.

There is no change with this processor type from versions previous to 4.3

The location of the PC Reservation Client preference (.ewp) file is changed.

The new storage location of this file is the APPDATA directory. During

installation of the PC Reservation Client, a ‘config’ shortcut is created at

...\Client Module. The ‘config’ shortcut points to the proper config directory

in APPDATA. The ‘logs’ folder in the same directory as the ‘config’ shortcut

has also been replaced with a shortcut pointing to the logs directory in the

APPDATA folder. Note: For earlier OSes the ‘Application Data’ folder is used

and for later OSes, a variation of this name such as APPDATA is used instead.

The actual location of this directory varies throughout the different OSes.

But if System Administrators would like to access this directory outside of the

shortcuts located in the program folder, an easier approach would be to enter

the following command via a Run prompt:

%AllUsersProfile%

From this location, the AppData folder is accessible. However,

system administrators may also use the following full path to go

directly to the actual folder.

\%AllUsersProfile%\Application Data\EnvisionWare

The ‘Application Data’ folder on Windows Vista/7 is named

‘AppData/Roaming’. Therefore we suggest the following ‘note’.

Note: The file paths listed in this section are derived from Windows XP Operating System. Please see your OS documentation for the correct path

used by your system if you desire to access this directory directly.



Management Service – Hardware Requirements and System

Compatibility

Important! The Management Service must be installed on the same

computer as the Management Console.

As a result, the hardware and operating system requirements for the

Management Service are the same as those for the existing Management

Console.

JAWS Compatibility

The Management Service is compatible with the JAWS (Job Access with

Speech) screen reading software. See ‘Integrating JAWS Screen Reading

Software’ in Chapter 11 – Configuring Login Features for more information

and guidelines.

Understanding Port Functions

Ports allow PC Reservation components to connect and transfer files and

data. The following sections include port descriptions and Firewall rules.

Port Descriptions

The following table includes detailed descriptions for all ports used with PC

Reservation.

Port 1969(TCP/UDP): Listening port allows items ‘1’

and ‘2’ to function. 1) The

Management Console

broadcasts its location for

other components to connect.

2) The (3x) Reservation

Station, Web Module, and (V4)

Management Service connect

to the Management Console on

this port to transport command

messages (send & receive).

Port 61969(UDP): Listening port allows (V4)

Clients (ENGINE), for Windows



and Mac, to broadcast a

message in order to ‘auto-

discover’ the location of the

Management Service and

connect. The ‘Client Service’

(ENGINE) piece does the

broadcasting.

Important! EnvisionWare

does not recommend allowing

the ‘auto-discovery’

functionality to cross subnets.

It is uncommon to broadcast

across subnets and this will

also cause the auto-discovery

functionality to fail.

Port 31285(HTTP): Listening port allows the

Management Service to host

the Management Service

Console on this port.

Additionally, updates are pulled

by (V4) Clients—on this port—

from the Management Service.

The Use Policy also utilizes this

port. The Management Service

has a Use Policy folder that

stores the policy. When

updates occur, the Use Policy

is passed to the Client.

Port 4567(TCP): Port has a two-fold purpose:

1) (V4) Clients (UI) receive

their web pages on this port

from the Client Service

(ENGINE). 2) User

Credentials, Language, and PC

Description, are passed to the

LPT:One Print Client when PC

Reservation Integration, in

LPT:One, is enabled.

Port 80(HTTP/TCP): Listening port allows V4 Client



(ENGINE)—for Windows and

Mac—downloads WPAD files

from the Management Service,

for proxy based filtering.

Important! EnvisionWare

does not recommend deploying

the V4 Management Service

and 3X Management Console

on a server hosting web

services. Doing so will cause

connectivity to fail between the

Management Service and V4

Clients.

Port 9432(dRb): Listening port allows (V4)

Client for Windows and Mac to

connect to the Management

Service transporting command

messages (send & receive)

between each component.

Port 7801(SIP to ODBC): (3X) Connection Manager

connects the (3X) Management

Console via SIP to a supported

database via ODBC.

Port xxxx: Port assigned by the Operating

System for use with the (3x)

PC Reservation Reporting

Module.



Firewall Rules for PC Reservation Ports

The following table provides firewall rule samples for PC Reservation

ports.

Note: PC Reservation removes Client and ESM Firewall exceptions that are created during Client installations; also, the system no longer opens ports.

Port 1969: Rule1: Permit TCP <insert RESERVATION

STATION IP> to <insert MC IP> port 1969

Rule2: Permit TCP <insert WEB MODULE IP>

to <insert MC IP> port 1969 (If required)

Rule3: Permit UDP <insert MC IP> to

broadcast port 1969

Port 61969: Rule4: Permit UDP <insert MANAGEMENT

SERVICE IP> to broadcast port 61969

Rule5: Permit UDP <insert CLIENTSERVICE

IP> to broadcast port 61969

Port 31285: Rule6: Permit TCP <insert PUBLIC PC LAN

IP> to <insert MANAGEMENT SERVICE IP>

port 31285

Port 4567: Note: The V4 PC Reservation Client Service

(Windows or Mac) both reside on the same

computer as the LPT:One Print Client for PC

Reservation Integration. Therefore, no rule is

required.

Port 80(HTTP): Rule7: Permit TCP <insert PUBLIC PC LAN


port 80.

Port 9432(dRb): Rule8: Permit TCP <insert PUBLIC PC LAN


port 9432

Port 7801(SIP to ODBC): Note: The Management Console and

Connection Manager typically reside on the

same computer. No rule is required.



Chapter 2 – Identifying Client Deployment Options

This chapter details the following topics:

Deployment Planning

Manual V4 Client Installation

Silent V4 Client Installation

Deployment Planning

Complete the following steps BEFORE installing the V4 Client:

1. Ensure that the current system is running at least PC Reservation 3.5.

2. Ensure the Management Console is running PC Reservation 3.5.8 or

higher.

3. Ensure that V4 Clients are manually installed on each computer or

silently installed with a login script.

For more information refer to ‘Silent Installation’ section in this

chapter.

For more information refer to Chapter 6 – Installing the Client on

Windows.

For more information refer to Chapter 7 – Installing the Client on

Mac.

4. Ensure that the V4 Mac Clients are configured locally using the

computer name.

For more information refer to section ‘Configuring the Computer

Name for Mac’ in Chapter 7 – Installing the Client on Mac.

5. See the sited section for information on the ‘Skip when Closing

Functionality’.

Refer to section ‘Configuring Process Exceptions for the V4 Client’ in

Appendix D – Optional Configurations.



6. Ensure that Version 3x Client.ini is adapted to new V4 preferences

7. Ensure that Login instructions are modified with WordPad.

For more information refer to section ‘Customizing the

Client/User Instruction Section’ in Chapter 9 – Customizing

the V4 Client Main Screen.

8. Ensure that Library News is modified with WordPad.

For more information refer to section ‘Customizing the Library

News Section’ in Chapter 9 – Customizing the V4 Client

Main Screen.

9. Ensure that the Logo is either customized in the Management Console

or configured in the Management Service Console.

10. Ensure that the Computer Use Policy is configured for other supported

languages if applicable. PC Reservation presently does not have a

means for translating the individual site policy.

For more information refer to section ‘Configuring the Computer

Use Policy’ in Chapter 10 – Configuring the User’s

Experience.

11. Ensure that your default language selection and language lists

displayed on the V4 Client are configured appropriately.

For more information refer to section ‘Configuring the Default

Language for the V4 Client’ and ‘Configuring to Enable Language

Changes at the Client’ in Chapter 10 – Configuring the

User’s Experience and Chapter 11 – Configuring Login

Features.

12. Ensure that WPAD entries are set and the DNS is configured or local

host files are managed.

For more information refer to Chapter 13 – Configuring

Filtering Option for V4.



Manual V4 Client Installation

The V4 Clients can be manually installed on Windows and Mac Operating

Systems. To manually install V4 Clients, refer to one of the following

chapters:

Chapter 6 – Installing the Client on Windows

Chapter 7 – Installing the Client on Mac

Silent V4 Client Installation

Institutions can silently install the V4 Client using Command Line Parameters.

This process works the same as the Version 3.x Client and it supports the

following command line parameters listed below.

Command Line Parameters for Windows

The following is a list of command line parameters:

IP – this value must be the Management Service’s IP address.

The default is blank.

The value entered will be saved to the Client preference

file. If the value is empty, the command line will be

ignored.

Tcpport – this value must be the Management Service’s port.

The default value is 9432.

The value entered will be saved to the Client preference

file. If the value is empty, the command line will be

ignored.

Shortcut – this value can be one (1) or zero (0).

The default is zero (0)

One (1) will create the desktop shortcut and zero (0) will

not.



Silent Installation for Windows

To silently install the V4 Client on a Windows computer using a login script,

remote deployment utility, or other enterprise deployment method, complete

the following steps:

1. From the Command Line Prompt, go to the directory that contains the

executable file for the installer.

This could be a shared directory from a server, a thumb drive, or a

file downloaded to your local computer and stored on the desktop

temporarily.

2. Enter the command line parameter for example:

InstallPCResClient.exe /S -ip=172.21.3.1 -tcpport= 9432

-shortcut=0.

The Management Service IP port is 172.21.3.1.

The Management Service Port is 9432.

Creating a desktop shortcut is not recommended.

The systems runs the silent install and the Client will

automatically launch.



Silent Installation for Mac

To silently install the V4 Client on a Mac, complete the following steps:

1. Save the InstallPCResClient.dmg installer file to the desktop.

2. Double click the InstallPCResClient.dmg file.

Note: The .dmg must be mounted before running the silent installer.

The system displays the .mpkg file.

3. From terminal window, enter the path where the installer file is

mounted.

For example, “sudo installer –package

/Volumes/InstallPCResClient/InstallPCResClient.mpkg-target

LocalSystem”

The system prompts you for the password.

4. Enter the Administrator password.

The systems runs the silent install and the Client will automatically

launch.



Chapter 3 – Illustrating EnvisionWare System Monitor

This chapter describes the present functionality of EnvisionWare System

Monitor (ESM) for use with PC Reservation.

Incorporating EnvisionWare System Monitor

EnvisionWare System Monitor (ESM) is an enterprise application with the

following functionality:

A tool for downloading and installing the EnvisionWare license file

from the Customer Center. Once the license is in place, it activates

use for the Management Service and Management Console.

Manages the installation of the ‘Bundled Java Runtime Environment

(JRE)’ used by EnvisionWare System Monitor.

EnvisionWare controls the distribution and updating of the JRE to

minimize unexpected issues associated with automatic Java

updates.

Presently, only in PC Reservation version 4, ESM includes

provisions to safeguard and pass Client log files to the Management

Service host computer, in the event a problem occurs on the PC

Reservation Client. The benefit of this feature ensures that log files

are not lost because of ‘roll back’ software and rather, System

Administrators have access to log files when troubleshooting

problematic behavior.



Illustrating EnvisionWare System Monitor

See the following illustrations of each message represented in EnvisionWare

System Monitor:

Missing an EnvisionWare license file.

Choosing ‘No’ the system informs you of requirements in the

following window.



Choosing ‘Yes’ displays another window prompting to enter your

EnvisionWare user credentials. These credentials reflect an email

and password recognized by EnvisionWare’s Customer Center

Login. Follow the instructions and click ‘Submit’.

After entering the requested information the system begins to

process the request and displays the following message.



If the credentials are valid, the system displays the following

message. You may choose to start start the EnvisionWare

Management Service.

License file is invalid.



Maintenance is expired.

Choosing ‘No’ closes the message. You may continue to use the

system, however, until maintenance is renewed you will not receive

support.

Choosing ‘Yes’ displays another window prompting to enter your

EnvisionWare Customer Center Login credentials.



After entering your credentials and clicking ‘Submit’, the system

begins to download your license file as shown in the window below.


message. You should choose to start the Management Service or

Client service as applicable because this allows the server to pick

up the new license information.



Not licensed for PC Reservation.

Choosing ‘No’, the system informs you of requirements in the

following window.



Choosing ‘Yes’ from the initial window, displays another window

prompting to enter your EnvisionWare user credentials. These

credentials reflect an email and password recognized by

EnvisionWare’s Customer Center Login.

After following the instructions, entering your credentials, and

clicking ‘Submit’ displays the following window.




message. You may choose to start Management Service and Client

Service respectively.

Demo License Expired.



15BIllustrating Component Characteristics

See the following table for component characteristics:

Component Characteristics

System Monitor Client:

Controls the appearance

of the System Monitor

icon in the System Tray

Starting Client Stopping Client

Click the

icon located in the

Windows ‘Start Menu’

or EnvisionWare

‘Program Group Menu’,

to start the application.

Once started the ( )

icon appears in the

System Tray.

Note: Depending on

the state of System

Monitor Service, the

icon may appear ‘On’

or ‘Off’. See the

characteristics of the

System Monitor

Service in the following

table section.

Right-click the

( ) icon in the

System Tray.

The system

displays a

menu option.

Click Exit to stop

the System

Monitor Client.

The system

removes the

System

Monitor

Client’s icon

( ) from the

System Tray.



System Monitor Service:

Controls the ‘Off’ and

‘On’ capabilities of the

service.

Starting Service Stopping Service

If application is started

but the service is not,

the icon on the System

Tray appears in its ‘Off’

( ) state.

Click the

icon

located in the Windows

‘Start Menu’,

EnvisionWare ‘Program

Group Menu’, or

Windows Services to

start the System

Monitor service.

Once started the icon

in the System Tray

appears in its ‘On’ ( )

state.

Click the

Icon located in

the Windows

‘Start Menu’,

EnvisionWare

‘Program Group

Menu’, or

Windows Services

to stop the

System Monitor

service.

The system displays the

System Monitor Service

in its ‘Off’ ( ) state.



Managing a Java Environment via EnvisionWare System Monitor

EnvisionWare System Monitor (ESM) installs and manages EnvisionWare’s

‘Bundled’ Java Runtime Environment (JRE) to fulfill java requirements for the

product’s ‘services’ components.

System Administrators need not download and/or install any additional

packages.

See the following details for this functionality:

The ‘Bundled’ JRE is installed at C:\Program Files

\EnvisionWare\Common\JRE.

Installation is silent and requires no interaction from the System

Administrator.

This package does not affect any existing installations of the JRE,

neither does any existing JRE installation, affect the ‘Bundled’ JRE.



Identifying EnvisionWare System Monitor’s Uninstall Protection

EnvisionWare System Monitor (ESM) tracks many EnvisionWare products

installed on a computer system. It contains internal controls which ensure

that it’s not uninstalled when other EnvisionWare products remain on a

computer system. If ESM is selected to be uninstalled, a message similar to

the following is displayed to the System Administrator:

The message identifies EnvisionWare product components based on what is

installed and supported by ESM. Once all supported EnvisionWare

components are removed, ESM can be uninstalled.



Using the Windows ‘System Tray’ to Download a License File

EnvisionWare System Monitor (ESM) provides two options for System

administrators to download a new or updated license file.

Via prompts from ESM messages displayed above the Windows

‘Start’ button for either of the following message prompts:

Invalid License;

Maintenance Expired;

No License File Detected;

Not Licensed for the Product;

Via the ESM icon located in the Windows System Tray.

System administrators, who are aware that a license has been issued or

updated, may download the license file at any time using this option.

This section provides instructions to download you license file via the ESM

icon in the Windows System Tray.

Complete the following steps to download an EnvisionWare license file via

ESM:

1. Right-click the ESM icon ( ) in the Windows System Tray.

The system displays a menu.

2. Select to ‘Download License’ option from the menu.



The system opens an internet browser window displaying prompts to enter credentials.

3. Enter your ‘Username’ and ‘Password’. These are the same

credentials, which allow you to log into the EnvisionWare Customer

Center.

4. Click ‘Submit’ to initiate the license download.

The system downloads the license file and copies it to the ‘EnvisionWare’ directory.



Chapter 4 – Installing the PC Reservation Management Modules

Management Modules consists of the Management Service, a version 4

component and the Management Console, a version 3 application server.

The Management Service will eventually control the entire PC Reservation V4

product line.

The Management Service manages communications between the

Management Console and the V4 Clients. Therefore, when installing the

Management Modules, the Management Service and Management Console

are installed.

Preparing for Installation

Complete the following tasks before installing the Management Modules:

1. Ensure the target computer is logged in as an administrator or has full

administrative rights. The Management Service module is a service

that requires administrator rights for a successful installation.

2. Ensure that you have the Windows User Account credentials. When

installing on Windows Vista SP2 or Windows 7 Ultimate, you are

prompted to enter valid administrator credentials.

3. Download a copy of your EnvisionWare License file from the

EnvisionWare Customer Center.

4. Download the Version 4.3/3.5.12 installer package from the

Customer Center Product Downloads page, it includes all PC

Reservation components for V4 and 3x versions.

5. Shut down the Management Console application if this is an update.

6. Verify your minimum system requirements for the Management

Modules. See System Requirements in this manual and in the 3x

Technical manual.

7. Ensure that any needed firewall rules are created. See ‘Firewall Rules

for PC Reservation Ports’ in Chapter 1 – Providing a System

Overview in this manual. And see ‘Firewall Rules for PC Reservation

Ports’ in the 3x Technical Manual.



Installing the Management Modules

To demonstrate the full spectrum of the installer’s functionality in this

installation package, the following instructions depict a system that has an

existing Management Console version that is 3.4.x. Additionally, it provides

information when updating both the Management Console and Management

Service.

Complete the following steps to install the PC Reservation Management

Service:

1. During the installation, options to go back to the previous screen and

cancel the installation are available. Click the installer package to

begin installation.

The system displays the PC Reservation Setup Wizard screen.

2. Read the instructions available on the screen. Click Next> to

continue.



The system displays the Components screen. All components available

with the Full installer are listed.

IMPORTANT! Individual installers are not available for the Management Service and Management Console. They both must be

installed from this Full installer.

Management Modules: Includes the Management Console (MC)

and the Management Service (MS). Both control preferences,

broker communications, and host reservations. One MC and one

MS per branch is a typical configuration/distribution for these two

components.

3. Select to install the Management Modules. Click Install to continue.

The system begins extracting system files for the two modules and

verifies the installer.



The system, at this point of the installation, displays a warning message for the Management Console.

UPDATES ONLY:

IF you are updating your existing system and your Management

Console is running, the system detects this and makes note that it

cannot be running during the update process.

The system exits the installation.

Stop the Management Console and then restart this

installation/update process.

IF your Management Console being updated is version 3.4.x, at

some point in the installation the system detects and provides

instructions on other components which will require an update for

the full reservation system to work successfully.



Choose the option that is applicable for your environment.

The system displays the Management Console Setup Wizard.


continue.

The system displays the End User License Agreement screen.

5. Read the License Agreement and choose to accept the terms and click

Next> to continue. Otherwise, click Cancel to exit the installation.

The software does not operate if the EULA is not accepted.



The system displays the Management Service installation options screen.

6. Click Next> to continue, or you may first choose not to create a

shortcut on the desktop and/or add one to the ‘Startup Group’.

The system displays the default installation path. Read the information provided on the screen.



IF updating, the system detects your existing version and

acknowledges this via the installation screen.

7. Accept the default path for your installation directory and click Next>

to continue. If the default path is unacceptable, click Browse to

locate the optional path.

The default path is highly recommended for ease of support.

If updating an existing installation of the Management Service and

a different destination path is selected, the existing version of the

Management Service is not uninstalled.

However, the new version of the Management Service becomes the

version that is run by the system. The previous installation and

files remain but is rendered inoperable.



The installation progress screen appears showing the files and directories being installed and created.

The system continues to install all Management Console system files

and begins to extract the Management Service program in preparation

for installation.



The system displays the Management Service Setup Wizard screen


continue.

The system displays the default installation path. Read the information provided on the screen.



IF updating, the system detects your existing version and acknowledges this via the installation screen.


to continue. If the default path is unacceptable, click Browse to


The default path is highly recommended for ease of support.

If updating an existing installation of the Management Service and

a different destination path is selected, the existing version of the

Management Service is not uninstalled.

However, the new version of the Management Service becomes the

version that is run by the system. The previous installation and

files remain but is rendered inoperable.



The system displays the Management Service Install Options screen.

10. Click Install to continue, or deselect the option to create a shortcut

for the Management Service Console on the desktop and then click

Install. The Management Service Console is a user friendly web

browser that facilitates Management Service configuration.

The system prompts to install the Management Console.

The system displays the installation progress for EnvisionWare System

Monitor.



This component installs with the Management Service and provides license validation as well as system health checks and notices.

The system resumes installing the Management Service and displays

its continued progress.



The system concludes the installation of the Management Modules

which consist of the Management Console and the Management

Service.

11. Click Finish to close the window and proceed.

The system completes the Management Console installation.

12. Click Close to exit the Management Console installation program and

proceed.



The system completes remaining tasks for PC Reservation and the Setup program.

13. Click Close again to return back to the desktop.

Upon completion of installation, the Management Service starts. However, once started, it requests license information from

EnvisionWare System Monitor (ESM).

If ESM does not find a license file in the ‘EnvisionWare’ directory of (C:\Program Files\EnvisionWare), it displays a message noting that a

license file was not detected and the Management Service shuts down

after being notified by ESM. After the Management Service shuts

down it logs the reason in its log file.

See Chapter 3 – Illustrating EnvisionWare System Monitor for

more information about System Monitor and the messages sent by this

system in relation to PC Reservation.



Chapter 5 – Understanding the Management Service Console

This chapter provides step-by-step instructions for the following Management

Service Console topics:

Opening the Management Service Console

Configuring the V4 System with the Management Service Console

Changing the Language for the Management Service Console

Closing the Management Service Console



Management Service Console

The Management Service Console is a web-based user interface designed for

administrators to enter V4 configuration changes. The Management Service

Console eliminates the need to open and edit preference (.ewp) files.

The Management Service Console has an improved and consistent look and

feel. The user interface is enhanced with a more aesthetically pleasing

graphic header and the Change Language button is repositioned next to the

Submit and Reset buttons at the bottom of the screen.

Opening the Management Service Console

To open the Management Service Console, complete the following steps:

1. Double-click the PC Reservation Management Service Console

Icon.

Installed on the desktop of the computer hosting the

Management Service.

Note: In this release, the Management Service Console will only operate on the local system hosting the Management

Service. In a future version a requirement for login credentials will be added. Once that feature is implemented, you can

operate the Management Service Console from any location on

your local network.

OR

2. Click Start > All Programs EnvisionWare > PC Reservation >

Management Service.

3. Select PC Reservation® Management Service Console.

The system displays the Management Service Console screen.



Configuring the V4 System with the Management Service

Console

The Management Service Console is designed to configure the V4 Client and

Management Service with simple and easy steps.

To configure the system, complete the following steps:

1. Enter the appropriate values within each field.

Note: For further information, refer to the Management Service

preference file in Appendix A – Management Service Console Settings.

2. Click Submit.

3. Save and close the Internet Browser.

The system saves the configurations.

Note: To restore the Management Service default settings, click

Restore.



Changing the Language for the Management Service Console

The Management Service Console default language is US English. However,

the system supports other languages like English, Spanish, and French.

To change the Management Service Console language, complete the

following steps:

1. Scroll down and locate the Language button at the bottom of the

interface.

2. Click the Language button.

The system displays the Language selection screen.

3. Click the desired language link.

The system automatically changes the interface to the specified

language.



Closing the Management Service Console

To exit the Management Service Console, simply close the browser or

browser tab hosting the Management Console page.



Chapter 6 – Installing the Client on Windows

The V4 Client is equipped with two installers which are designed to operate

with Windows and Mac operating systems. This chapter provides step-by-

step instructions to install and configure the Client for use on Windows

computers.


Complete the following steps before installing the PC Reservation Client:

1. See the following:

PC Reservation 3.4.x Clients must be updated to version 3.5.8

before installing the V4 Client.

2. Ensure the target computer is logged in as an administrator or has full

administrative rights. The Client uses a ‘Client Service’ that requires

administrator rights for a successful installation.

3. Ensure that you have the User Account’s credentials. When installing

on Windows Vista SP2 or Windows 7 Ultimate, you are prompted to

enter valid administrator credentials.

4. Disable all security software on the public computers as applicable.

5. Download the latest installer package from the Customer Center

Product Downloads page, it includes all PC Reservation components.

6. Verify your minimum system requirements for the Client. See the

System Requirements section.

7. See the section for creating firewall rules if required for your network.

8. Reference the PC Reservation Port section for port definitions.



Installing the Client on Windows

Complete the following steps to install the PC Reservation Client on a

Windows PC:

1. During the installation, options to go back to the previous screen and

cancel the installation are available. Click the installer package to

begin.

The system displays the PC Reservation Setup main screen.


continue.

The system displays the EnvisionWare User License Agreement screen.



3. Read the License Agreement and choose to accept the terms, click

Next> to continue. Otherwise, click Cancel to exit the installation.

If the License Agreement is not accepted, the software will not

install.

The system displays the Choose Install Location window.


to continue. If the default path is not your choice, click Browse to


If the system detects a PC Reservation Client version that is earlier

than 3.5.8, the installer uninstalls the Client successfully and continues with the V4 installation. Any Client with a version earlier than 3.5.8 is

not updated but however, removed.



The system displays the PC Reservation Client Module Setup screen.

5. Complete the following options as applicable:

Management Service IP Address or Host Name: The IP

address of the Management Service is automatically populated.

However, you may change the value to point to another

Management Service or to insert the host name instead, or leave

blank for auto-discovery when the Client is on the same LAN as the

Management Service.

Management Service Port: Default port value that allows the

Client for Windows and Mac to connect to the Management Service.

Management Service Auto-Discovery Port: Default value

allows the Client for Windows and Mac to auto-discover the location

of the Management Service and connect.

6. Click Install to continue with the installation.



Note: The Management Service Host and Port fields are automatically

populated with updates only.

The system begins to extract EnvisionWare System Monitor for installation.

The system begins to extract System Monitor and install.



The system reverts to another installation screen and continues to

install all System Monitor items.

The system completes the System Monitor installation and resumes with the PC Reservation Client installation.



The system displays the PC Reservation Client Module Setup screen.

7. Click Finish to exit the installation screen.

The system completes the PC Reservation Setup Process and displays a screen to confirm this event.

8. Click Close to return exit the PC Reservation Setup program

The system returns to the desktop.

Configuring the Client on Windows

Configurations are not required. All configurations for the V4 Client on

Windows is managed via the Management Service Console.

Starting the Client on Windows

To open the Client, complete the following steps:

1. Double-click the PC Reservation Client Module Icon.

OR

2. Click Start > All Programs > EnvisionWare.

3. Select PC Reservation > Client Module > PC Reservation Client

Module.



Stopping the Client

The PC Reservation icon can be clicked to initiate the Client closing process.

Complete the following steps to close the Client application:

1. Locate the PC Reservation icon in the lower left hand corner of the idle

screen as depicted below.

2. Press and hold the Ctrl key while clicking the PC Reservation icon

highlighted above for your convenience.

The system prompts the staff to enter a password.

3. Enter the staff password and click OK.



The system changes its status and provides two options for the staff member.

4. Choose the ‘Close Client’ option.

The system closes the Client and returns to the desktop. However, the Client Service continues to run in the background.



Chapter 7 – Installing the Client on Mac

The V4 Client is equipped with two installers designed to operate on Windows

and Mac operating systems. The following chapter provides instructions to

install and configure the Client on the Mac.


1. Ensure that the Management Console and Management Service are

previously installed.

2. Ensure that you have reviewed the System Requirements section for valid

specifications.

IMPORTANT! If installing on a Mac OS 10.7 system, System Administrators must first install Java. Apple does not ship Java with this

operating system.

3. Ensure that appropriate firewall rules are created as needed. See

‘Firewall Rules for PC Reservation Ports’. See ‘Port Descriptions’

section for information on the purpose of each available port.

4. Download the V4 Mac Client latest installer package via the

EnvisionWare Customer Center Product Downloads page.

Installing the Client on a Mac

To install the Client on a Mac, complete the following steps:

1. Click the installer package downloaded from the EnvisionWare Customer

Center Product Downloads page, to begin installation.



The system displays the Welcome to the PC Reservation Installer Wizard screen.

2. Click Continue.

The system displays the Software End User License Agreement screen.

3. Click Continue.



The system displays the License agreement Disagree/Agree screen.

4. Click Agree.

Important! If the License Agreement is not accepted, the software

cannot be installed.

The system displays the Select a Destination screen.

5. Select a Destination and click Continue.



The system displays the Standard Install screen based on the selection chosen in step number 6.

6. Change the installation destination by clicking Change Install

Location… or accept the location.

7. Click Install.

The system displays the password screen.

8. Enter the Name and Password

9. Click OK.



The system displays the Installation completed successfully screen.

10.Click Close.



Configuring the Client on a Mac

PC Reservation requires a computer name for every computer it manages.

For Windows, each machine has a name that is already configured

by the operating system.

For Mac, you must manually configure a computer name so that the

Client will function with PC Reservation.

Important! If you changed the auto-discover port on the Management

Service, you will need to alter the settings in the preference file on the Mac

computer to support the non-default auto-discover port. In most installations there is no change to this setting.

To configure the Client on the Mac, complete the following steps:

1. Go to the … /Library/PC Reservation/config/directory.

2. Open pcrClient.ewp file using a text editor such as TextEdit.

The system displays the pcrClient.ewp file.

The pcrClient.ewp file displays default values which can be

modified. Appendix B describes the Client preferences, settings

and values. Use Appendix B as a guide when configuring the

pcrClient.ewp file.

3. Click Save and Close.

4. Restart the Client Service.

5. Open a Terminal Window.

6. Enter sudo launchctl unload /Library/LaunchDaemons

/com.envisionware.pcresd.plist.

7. Enter sudo launchctl load /Library/LaunchDaemons


Important! The Client Service must be restarted to reflect the

changes.



Configuring the Computer Name for Mac

1. Go to the …/Library/PCReservation/config/ directory.

2. Open the pcrClient.ewp file for the Macintosh Operating system.

3. Locate the Computer Name preference.

4. Enter the Mac Computer Name.

The Mac Computer Name should be entered in all caps with no

spaces. Underscores (_) can be used to replace spaces

Note: Each Mac Computer Name must be unique. If the same

Mac Computer Name is configured for multiple machines, the

system is not configured correctly.



7. Enter sudo launchctl unload /Library/LaunchDaemons /com.envisionware.pcresd.plist.



Dual Booting a Mac for Mac OS and Windows Support

Dual Booting is when one computer is configured to boot into a Windows or

Mac Operating system. When a computer is configured to dual boot,

the Windows and Mac computer names must match so that PC Reservation

can manage the system as a single computer.

To configure the Windows and Mac names, complete the following steps:

1. Go to /Library/PCReservation/config/ directory.

2. Open the pcrClient.ewp file for the Macintosh Operating system.

3. Locate the Computer Name preference.

4. Change the value to the Windows Netbios name.



Note: The Computer Name preference is only available in the Mac pcrClient.ewp file.

The following is an example of the Mac pcrClient.ewp file.

5. Click Save.



8. Enter sudo launchctl unload /Library/LaunchDaemons






Starting the Client on the Mac

To open the Client on the Mac, complete the following steps:

1. Double-click the PC Reservation Client Module Icon.

—OR—

2. Click Start > All Programs > EnvisionWare.

3. Select PC Reservation > Client Module >PC Reservation Client

Module.

Stopping the Client on the Mac

The PC Reservation icon can be clicked to initiate the Client closing process.

To close the Client, complete the following steps:

1. Press and hold the ctrl key while clicking the PC Reservation icon in

the lower left hand corner.

The system prompts the administrator/staff to enter a password.

2. Enter the administrator/staff password.

3. Click OK.

The system closes the Client and returns to the desktop. However, the Client

Service continues to run.



Chapter 8 – Customizing the V4 Client Main Screen

This chapter provides instructions to configure the following information that

displays on the V4 Main Screen:

Displaying the Institution’s Logo

Displaying the PC Area Name

Customizing the Top Banner Color of the Client Idle Screen

Customizing the Idle Screen Background Color

Customizing the Idle Screen Image

Customizing the Library News Section of the Client Idle Screen

Adding Multiple News Items

Disabling the Instructions Portal

Disabling the News Feed Portal

Customizing the Client/User Instruction Section

Enabling System Time

System Locale Setting

Configuring the Welcome Screen

Identifying Welcome Message Screen Characteristics

Ending a Session

Control Menu Combobox



Displaying the Institution’s Logo

The logo can be configured to display the library’s custom logo.

To display the library logo, complete the following steps:

1. Open the Management Service Console.

2. Locate the Client: Logo File Path preference.

3. In order to display correctly, the Logo cannot be larger than 400x75.

4. Enter default as text when the logo is not available.

When “default” is entered, the default EnvisionWare Library logo

displays and the text at the bottom of the logo is removed.

5. Enter the full path for the logo.

For example…

C:\Program Files \EnvisionWare\PC Reservation

\ClientPCRLogo.png.

If this full path is not used, the system continues to use the

default logo.

6. Click Submit to save your changes and close the browser.

Note: If the Path to the logo or image file is blank, the Main screen

displays the EnvisionWare Library logo with System Administrator

instructions for displaying the library’s custom logo.



Displaying the PC Area Name

The Client PC Area name displays on the Main Screen as shown below in the

upper right pane. In Version 3.x, the display of the area name required

customization in the Equipment Record description. In addition, the color

coding affected the entire background.

In V4, the area name is delivered from the Management Console using the

text used to describe the area. The color coding of this section of the screen

is delivered from the Management Console ‘PC Area’ color settings. When

the PC Area is not configured, “Global” displays by default along with default

background and foreground colors—which are configured via the

Management Console’s ‘Client Settings’ Tab.

The following is an example of the PC Area Name where no PC Area is

configured and the ‘Global’ settings are instead pulled down to the PC

Reservation Client. The various colors simply represent the ability to

configure the Global background:



To configure a PC Area, refer to the PC Reservation Version 3.x Technical

Manual; enabling this feature in V4 is the same for Version 3.x. Once

configured, the ‘Area’ configured for use is represented below:

Customizing the Top Banner Color of the Client Idle Screen

The ‘Top Banner’ of the Client Idle screen is the white section listing the area

name to the right and the library logo to the left (EnvisionWare Library by

default). System Administrators can customize this background color to

change the overall appearance of the Idle Screen.

Note: To facilitate customization of the top banner, the ‘Area’ box located to the far right will no longer reflect curved edges as seen in the screen capture

immediately below. It will be represented as a complete rectangle as shown

in the following instructions.

See the following example of the Top Banner highlighted:



Complete the following steps to change the background color of the Top

Banner:

1. Go to the host computer of the Management Modules (Management Console & Management Service).

2. Locate the Management Service Console shortcut via the desktop.

3. Click to open the Management Service Console.

The system displays the user interface.

4. Locate the ‘Client Appearance: Idle Screen Top Banner Color’

preference and click in the text field. ‘FFFFFF’ is the default value

which translates to a white background.



The system displays a color wheel selection tool.

5. Select the color of choice.

The system inserts the hexadecimal (HEX) value of the color into the

text field.

6. Scroll down to the bottom of the interface.

7. Click Submit to save your change and commit it to the system.

The system accepts the change and immediately displays the color

change on all connected PC Reservation Clients.

Note: Restart of the Client Service is not required for the change to appear on the Clients. This change is automatic once the ‘Submit’

button is clicked via the Management Service Console.



8. Close the Internet Browser.


Customizing the Idle Screen Background Color

The Idle Screen background color is customizable via the Management

Service Console. System Administrators can change the background color to

something more suitable for the library. This is easily done using the

selection tool provided. Please note that typing the name of a color into the

input field does not set that color. The color must be represented by the

hexadecimal value or selected from the color wheel.



See the following example of the background portion of the Idle Screen:

Complete the following steps to customize the Idle Screen background color:







4. Locate the ‘Client Appearance: Idle Screen Background Color’

preference and click in the text field. ‘010088’ is the default value

which translates to the EnvisionWare blue default background color.

The system displays a color wheel selection tool.

5. Select the color of choice for your background.

The system inserts the hexadecimal (HEX) value of the color into the text field.

6. Click on ‘Client Appearance: Idle Screen Background Image’.

When changing the background color from the default setting, you

must also remove the default ‘globe’ image. This image is not

transparent and therefore any background color changes will not

show through the image. If you want to place an image over your

newly updated color pallet, you may do so as long as the image is

transparent. Otherwise, the background color cannot be seen.



7. Delete ‘default’ from the text field. This action removes the default

‘globe’ image and leaves room for the new background color to

display.



The system accepts the change and immediately displays the color

change on all connected PC Reservation Clients.

Note: Restart of the Client Service is not required for the change to

appear on the Clients. This change is automatic once the ‘Submit’ button is clicked via the Management Service Console.





Customizing the Idle Screen Background Image

The Idle Screen background image is customizable via the Management

Service Console. System Administrators can change the background image

to something more suitable for the library. This is easily done by adding the

path of the image to the specified preference text field in the Management

Service Console.

See the following example of the Idle Screen with the default image

representing the world globe:

Complete the following steps to customize the Idle Screen background

image:

1. Go to the host computer of the Management Modules (Management

Console & Management Service).






4. Locate the ‘Client Appearance: Idle Screen Background Image’

preference and click in the text field, ‘default’ is the default value

which displays the Envisionware world globe image.

The system places the cursor in the text field preparing for an entry.

5. Insert the path to your image file.

When this field is left blank, no image displays via the Idle Screen.

When this field has a value of ‘default’, the world globe displays via

the Idle Screen.



A file path may be entered to specify the location of the image.

Example: C:\Program Files\EnvisionWare\PC

Reservation\Management Service\Image_Name.png

A URL may be entered to specify the location of the image.

http://somewebsite.com/someimage.jpg

Supported image types and sizes include the following:

Image types, ‘.jpg’, ‘.gif’, ‘.png’, or ‘animated gifs’.

Sizes: The default image is 1280x892. Images smaller or larger

than this size are permitted. However, with smaller sizes be

advised that the background color will appear. And for larger

images, the limitations of the Client screen real estate will affect

the extent of the image displayed.

Once the file path is entered and submitted, the Management

Service copies the image to the …\Program Files\EnvisionWare\PC

Reservation\Management Service\background file path or

…\Program Files(x86)\EnvisionWare\PC Reservation\Management

Service\background depending on the processor type (32 or 64-

bit).



http://somewebsite.com/someimage.jpg



The system receives the path and grabs the image copying it to the

‘background’ folder on the Management Service as specified above.

Then the system copies the image to the Client and accepts the

change immediately displaying the new image on all connected PC

Reservation Clients.

Note: Restart of the Client Service is not required for the change to appear on the Clients. This change is automatic once the ‘Submit’






Customizing the Library News Section of the Client Idle Screen

The Library News section, located in the left pane of the Main Screen, is

designed to provide users with the latest library news and information.

Acting as a billboard, institutions can now communicate with users about

upcoming events on each Client’s computer monitor.

The following is an example of the Library News section highlighted:

To customize information, complete the following steps:

1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management

Service\news_feed directory.

The system displays the news_feed directory’s content.

2. Observe the contents of the news_feed folder:

en.rss = English

en_us.rss = US English

es.rss = Spanish

fr.rss = French



3. Open the appropriate .rss file for your language, using a text editor

such as Microsoft WordPad. If using Notepad be sure to disabled the

Word Wrap feature in Notepad

4. Enter your news item title within the <title> tag.

5. Enter your description within the <description> tag.

Note: To add spaces (carriage returns) between the title and

description tags, simply press the Enter key.




Adding Multiple News Items

Multiple news items can be added to each file by adding and separating the

item and the XML description tags. The Library News section automatically

expands to accommodate additional news items based on monitor size.

To add multiple news items, complete the following steps:

1. Highlight the <item></item> tags to include the content within the

tags.

2. Copy and paste the information between the open <item> and closed

</item> item tags.

3. Edit the new ‘Title’ and ‘Description’ from the copy/paste just

completed to create additional ‘News’ items.


In an upcoming version of PC Reservation V4, rss feeds will be supported. In

addition, configuration of the new files will be administered from the

Management Service Console.

Note: To hide the Library News section, delete the information in the Item and Description tags.



Disabling the Instructions Portal

The instruction portal can easily be hidden from display by completing a

simple configuration.

Note: The Instructions and News Feed Portals and the Login window now

appear as a distinct rectangle. The rounded corners have been removed to

facilitate customization of the idle screen.

See the following example of the Idle Screen with the Instructions Portal:

Complete the following steps to Disable the Instructions Portal so that it does

not appear via the Client Idle Screen.








4. Locate the ‘Client Appearance: Idle Screen Information Portal

Hidden’ preference and click in the text field, ‘0’ is the default value

which ensures that the Instructions Portal appears via the Idle Screen.


5. Enter ‘1’ in the text field.

Valid values: 1=Portal Hidden, 0=Portal Displayed





Then the system updates the Client Idle Screen and hides the

Instructions Portal

.


appear on the Clients. This change is automatic once the ‘Submit’






Disabling the News Feed Portal

The News Feed portal can easily be hidden from display by completing a

simple configuration.

Note: The Instructions and News Feed Portals and the Login window now

appear as a distinct rectangle. The rounded corners have been removed to

facilitate customization of the idle screen.

See the following example of the Idle Screen with the News Feed Portal:

Complete the following steps to Disable the News Feed Portal so that it does

not appear via the Client Idle Screen.








4. Locate the ‘Client Appearance: Idle Screen News Feed Portal

Hidden’ preference and click in the text field, ‘0’ is the default value

which ensures that the Instructions Portal appears via the Idle Screen.


5. Enter ‘1’ in the text field.

Valid values: 1=Portal Hidden, 0=Portal Displayed





Then the system updates the Client Idle Screen and hides the News Feed Portal

.


appear on the Clients. This change is automatic once the ‘Submit’ button is clicked via the Management Service Console.





Customizing the Client/User Instruction Section

The PC Reservation Client instruction section, located in the right pane of the

main screen, is designed to provide custom instructions for each supported

language. Information displayed in this section can be modified to reflect

specific library policy restrictions and rules. When this information is not

configured, default instructions display.

The following screen provides a view of the Client Instructions section:

Complete the following steps to modify the ‘Instructions’ section:

1. Go to the computer hosting the Management Service.

2. Navigate to the C:\Program Files\EnvisionWare\PC Reservation

\Management Service\translations directory.

The system displays the translation directory’s content.

3. Locate the appropriate Client translation (.ets) file for your given

language. For example, when using the ‘English’ Client translation,

‘pcrClient_en.ets’ is the file to reference. See the following list for

all existing files:



pcrClient_en.ets – English translations for Client.

pcrClient_en_us.ets – US English translations for Client.

pcrClient_es.ets – Spanish translations for Client.

pcrClient_fr.ets – French translations for Client.

pcrMgmtSvc_en.ets – English translations for Management

Service Console.

pcrMgmtSvc_en_us.ets – US English translations for


pcrMgmtSvc_es.ets – Spanish translations for Management

Service Console.

pcrMgmtSvc_fr.ets – French translations for Management

Service Console.

Note: The PC Reservation Client cannot be configured to limit

the languages which will display in the language list. There is

only the option to configure a default language and the following

option of configuring the Client so that the list of all available

languages displays via the interface and allows the user to select the language to be used for translation in the session.

Furthermore there is no workaround to accomplish such a

configuration. This will only be possible via an enhancement request.

4. Copy and paste the file within the same directory.

5. Rename the file to add the word ‘custom’ in the filename of this

newly copied file as in the following example:

pcrClient_en_custom.ets.

6. Open the newly created ‘pcrClient_en_custom.ets’ file using a

text editor such as Microsoft WordPad. If using Notepad be sure to

disabled the Word Wrap feature in Notepad

7. Press the Ctrl+F key sequence.



The system displays the ‘Find’ window.

8. Type login_instructions and click ‘Find Next’.

The system takes you to the ‘<name>login_instructions</name>’

tag.

9. Modify the following highlighted values located between the

‘translation’ tags (<translation> </translation>):

10.Save your changes and Close the file.

The Management Service restarts automatically and commits your

changes. The changes show on the Client directly.



Enabling System Time

The System Time is the reference time PC Reservation uses to make

reservations and manage the system. In prior versions, each Client

displayed the computer time for the local computer. However, if

synchronization was not enabled, users would be confused about the

disparity in the PC Reservation time as compared to the time displayed on

the Client screen. Because all PC Reservation time is referenced to the

Management Console, the system only displays that time on any screen.

Complete the following Steps to display the System Time on the V4 Client:



2. Access the Management Console.

3. Click ‘Preferences’ to access the system settings.

The system displays the Management Console Properties.

4. Click the ‘Client Settings’ Tab.



The system displays the system properties available for the PC

Reservation Client.

5. Click to select the ‘Show the current time on the Client’s idle screen

checkbox.



The system adds a checkmark to denote selection of this preference and the ‘Apply’ button is enabled.

9. Click ‘OK’ to commit the change to the system.

The system closes the Management Console’s ‘Properties’ window.

10. Click the Windows ‘Start’ button from the taskbar.

11. Navigate to All Programs>>EnvisionWare>>PC Reservation and

click Management Service.

12. Click ‘Stop’ Management Service to prepare to start the service again.

13. Click ‘Start’ Management Service to allow the above change to get

passed down to the PC Reservation V4 Client.

The change is committed to the system and passed down to the PC Reservation Client. The system time appears on the Client.



System Locale Setting

The V4 Client supports date formats appropriate to the locale (location) for

any country supported by the Operating System. The locale setting is

managed centrally and delivered from the Management Console/Management

Service host computer. PC Reservation derives its settings from the locale

configured via the Windows Control Panel setting.

Configuring the Welcome Message Screen

PC Reservation is enhanced to display a Welcome message at the start of a

session. This message screen may provide instructions to users about the

Control Menu operation and any additional instructions the facility deems

necessary.

Complete the following steps to disable this feature for either menu type:





4. Locate the ‘Client: Welcome Message Displayed When Session

Starts’ preference and change the value to zero (0).

5. Click Submit to save your settings and commit them to the system.

The system accepts the change and when future sessions are started

the message will not display.





Identifying Welcome Message Screen Characteristics

PC Reservation is enhanced to display a Welcome message which provides

instructions to users about the new Control Menu operation. The ‘Control

Menu’ now has two different views. Both are configurable. The ‘Control

Menu’ is enabled by default to display buttons instead of the drop down

menu.

The following is an example of the Welcome Message screen using the NEW

default ‘Control Menu Buttons’ choice:

The following is an example of the Welcome Message screen using the

previous default ‘Control Menu Combobox’ drop-down menu choice:



Complete the following steps to disable this feature for either menu type:





4. Locate the ‘Client: Welcome Message Displayed When Session

Starts’ preference and change the value to zero (0).

5. Click Submit to save your settings and commit them to the system.

The system accepts the change and when future sessions are started

the message will not display.





Ending a Session

Similar to PC Reservation Version 3.x, users can end their session at any

time.

See the following demonstration for ending a session when using the default

‘Control Menu Buttons’ and the optional ‘Control Menu Combobox’.

Control Menu Buttons:

1. Click the ‘End Session’ button via the Control Menu.

The system displays the option to verify and end session request.

2. Click ‘End Now’ to close the session immediately.

The system ends the session, reverts to the ‘PC Reservation’ intro

screen and then the PC Reservation Client Main screen.



Control Menu Combobox:

1. Locate the Control Bar seated to the right and above the Windows

Taskbar.

2. Click the arrow from the ‘Combobox’.

The system displays the menu options.

3. Select End Session from the Control Menu.

The system displays the End Your Session screen.

4. Click End Now to end the session or click No to resume the session.

The system ends the session, reverts to the ‘PC Reservation’ intro

screen and then the PC Reservation Client Main screen.



Chapter 9 – Configuring the User’s Experience

Numerous improvements have been made to enhance the user’s experience.

This chapter provides step-by-step instructions to configure the following:

Changing the Screen Saver Settings

Configuring the Computer Use Policy

Bypassing the Computer Policy for an ‘On Hold’ Session

Setting the Maximum Hide Interval

Disabling Automatic Extension Message at the Client

Customizing Translation Files

Configuring Supported Languages for the V4 Client



Changing Screen Saver Settings

PC Reservation Version 3.x used a floating icon as a screen saver. Users

were unable to determine the current computer status without pressing a key

to disable the screen saver.

V4 uses the same technology developed for LCD and other HD screens. The

entire Main screen slightly shifts in vertical and horizontal directions.

Valuable information still remains visible to users passing by PC Reservation-

managed computers. The screen pixels move at regular intervals (seconds).

This technology is referred to as pixel shifting.

Pixel shifting is performed at the recommended shift setting which is not

disruptive to users viewing the Main screen. Default settings provide the

optimal configuration but administrators may change these settings as

desired. By default, the system is configured to shift the Client screen by

four pixels every four seconds. However, this setting can be modified.

To modify the pixel shift rate, complete the following steps:

1. Go to the host computer of the Management Console and Management

Service

2. Click on the Management Service shortcut located on the desktop, to

open the Management Service Console.

3. Locate the Client: Screensaver Pixel Shift' preference and edit the

value with the desired choice.

The screen image is relocated and shifts based on the number entered.

For example, if “10” is entered, the screen images will move by ten

pixels every ten seconds.

4. Click Submit to save changes and close the Internet browser.



Configuring Client Screen Timeout

To ensure that users/patrons have adequate time to enter credentials via the

Client Login screen, staff may control the screen timeout by configuring a

specific value in seconds. See 'Appendix A – Management Service Console

Settings' for additional information about this functionality.

Complete the following instructions to configure the Client Screen Timeout

value for the Login screen:

1. Go to the Management Service/Management Console host computer.



The system opens the MS configuration interface.

3. Scroll down and locate the Client: Screen Timeout preference.

The default value is 15 seconds, as the measure of time is

seconds.

4. Click in the field to enable its editing capability.

5. Change the value as desired.

6. Click Submit.

The system saves the configuration changes.

7. Close the Management Service Console.



Configuring the Computer Use Policy

The Computer Use Policy is enhanced in V4 to support a unique Use Policy for

each language and deliver simple default policy pages which can be served

from an embedded web server.

After users log into a session, the system displays the Computer Use Policy

for the default language or the language selected by the user. From this

screen, users can select a different language and the system automatically

updates the screen to display the specified language Use Policy.

Also, a .html file is created for each language that contains one line of text

entitled “Sample Policy”.

Note: This enhanced policy is now configured in the Management Service Console and the default language is English. If the policy is not configured,

please refer to the PC Reservation 3.5 Technical Manual.

Settings originally configured in the Management Console are automatically

transferred to the Management Service Console configuration.

To configure the Computer Use Policy, complete the following steps:




3. Locate the Use Policy section. It is the last group of preferences in

the Console.

4. Select the appropriate Use Policy languages:

Use Policy: en



"Use Policy: en_us

"Use Policy: es

"Use Policy: fr

5. Enter the web server path in the appropriate Use Policy field.

For example Use Policy es, would change to

Use Policy: es www.example.com.

6. Click Submit.



http://www.example.com/



Configuring the Maximum Hide Interval

In PC Reservation 3.x, the lock interval was unlimited. A user could lock

(Hide) a session and walk away. The computer would remain unavailable

until the scheduled end of the session. V4 offers a new preference to limit

the amount of time users can hide their sessions.

To maintain predictability and ensure that users understand the impact of

their hide action, the messages displayed to the user will vary and are

dependent on the amount of time remaining. The following is an example of

a hide interval screen:

To set the maximum hide interval, complete the following steps:




3. Locate and modify the Maximum Hide Interval preference.

4. Click Submit to commit your changes to the system.


The system allows users to hide their session based on the

configuration the staff/administrator entered.



Disabling the Automatic Extension Message at the Client

In Version 3.x, when automatic time extension was enabled, a message

displayed indicating the extension time. Several libraries asked for more

control over the display of this message. PC Reservation can now disable the

Client Automatic Extension message.

To disable the automatic extension message, complete the following steps:




3. Locate the Client: Automatic time extension notification

Displayed preference and change the value to 1.

4. Click Submit to commit your changes to the system.


The system disables the Automatic Time Extension Notification

message.

Customizing Translation Files

PC Reservation provides a tiered translation file structure. The system is

delivered with a set of default language files that should never be altered by

a user. These files are updated with each new release. For customization of

any language, including the default, System Administrators must create a

custom translation (.ets) file that contains only that text you wish to

customize.

At Startup of the Client and Management Service, PC Reservation looks first

for a ‘custom’ (.ets) file in the ‘Translation’ directory. If there is none, the

system uses standard text from the default language files.

You should place only the portion of text you wish to customize in the custom

files as described below. However, you may still simply copy the existing

default file, rename, and insert your custom text.



In Version 3.x, text customizations were client-based. The file in each public

computer had to be edited or copied. In V4, all text management is

centralized. Managing translations is performed at the V4 Management

Service.

Note: With this release, Portuguese translations are not available.

However, full translations will be available with a later release.

Complete the following steps to customize text in the translation (.ets) files:

1. Go to the computer hosting the Management Service.

2. Navigate to the C:\Program Files\EnvisionWare\PC Reservation

\Management Service\translations directory.

3. Locate the appropriate Client (.ets) file for your given language. For

example, when using the ‘English’ Client translation, ‘pcrClient_en.ets’

is the file to reference. See the following list for all existing files:

pcrClient_en.ets – English translations for Client.

pcrClient_en_us.ets – US English translations for Client.

pcrClient_es.ets – Spanish translations for Client.

pcrClient_fr.ets – French translations for Client.

pcrMgmtSvc_en.ets – English translations for Management

Service Console.

pcrMgmtSvc_en_us.ets – US English translations for


pcrMgmtSvc_es.ets – Spanish translations for Management

Service Console.



pcrMgmtSvc_fr.ets – French translations for Management

Service Console.

Note: The PC Reservation Client cannot be configured to limit

the languages which will display in the language list. There is

only the option to configure a default language and the following option of configuring the Client so that the list of all available

languages displays via the interface and allows the user to

select the language to be used for translation in the session. Furthermore there is no workaround to accomplish such a

configuration. This will only be possible via an enhancement

request.

4. Copy and paste the file within the same directory.

5. Rename the file to add the word ‘custom’ in the filename of this newly

copied file as in the following example:

pcrClient_en_custom.ets.

6. Open the newly created ‘pcrClient_en_custom.ets’ file using a text

editor such as Microsoft WordPad. If using Notepad be sure to

disabled the Word Wrap feature in Notepad

7. Customize the existing text as applicable. Important! Text enclosed

within ‘translation’ tags (<translation> </translation>) is the text which

should be altered when customizing certain aspects of the file.

8. Save your changes and Close the file.

9. Complete the following to restart the Management Service:

Click the Start button from the taskbar.

The system displays the Windows Start Menu.

Select the Control Panel option from the menu.

Locate and double-click Administrative Tools.

The system displays the Administrative Tools expanded Menu.

Locate and double-click the Services icon.



The system opens the Windows Services manager.

Locate and click the EnvisionWare PCR Management Service

option.

Click the Restart option.

The system restarts the service and displays the following

Service Control Screen.

10. Close the Windows Services window.

The system returns to the desktop. Changes will appear on the Client

once the MS has completely reinitialized.



Configuring Dynamic Windows Profile Manager for Valid and Guest

Users

This feature simply allows system Administrators the ability to manage

profiles created for various user types via PC Reservation’s ‘Manage Windows

Profiles’ wizard located within the ‘Add User Validation Rule’ wizard. When

this functionality is configured, users which are associated to a certain

Windows profile because of guest usage or rules that map a profile to a

patron type for example, allows for a different desktop experience. This

simply means that if the user is a child, their associated profile is indicative

of children games and applications and perhaps no internet access or

restricted internet access.

Complete the following instructions to configure the V4 Client for Dynamic

Windows Profile Mode:





4. Locate the ‘Client: Dynamic Windows Profile Mode’ preference

and click in the text field, ‘0’ is the default value.



The system displays the preference default value.

5. Change the value to ‘1’ to enable this feature for the PC Reservation

V4 Client.

Valid values: 1=Enabled, 0=Disabled



The system enables Dynamic Windows Profile Mode on all PC

Reservation Clients.

See the following sections in the 3x version PC Reservation Technical Manual

for more information including configuration at the Management Console:

Dynamic Profile Switching Operational Steps for Valid Card Holders

Configuring Dynamic Windows Profile Manager for Library Card

Holders

Management Console Configuration Steps

Configuring Dynamic Windows Profile Manager for Guest Users

Management Console Configuration Steps



Configuring the Default Language for the V4 Client

PC Reservation V4 Client default language configurations are available via the

Management Service. Default language changes made via the Management

Service Console are instantly committed to the system without a required

restart of the Management Service. The language change appears at the PC

Reservation Client in a matter of seconds.

Complete the following instructions to change the default language displayed

on the V4 Client:

1. Go to the host computer of the 3x Management Console and the 4x

Management Service.

2. Locate the ‘PC Reservation® Management Service Console’

shortcut on your desktop or via the EnvisionWare program group.

3. Click the ‘PC Reservation® Management Service Console’ shortcut

to open the configuration browser.

The system displays the PC Reservation Management Service Console.

4. Locate the 'Client: Default Language' preference.



5. Change the value to one of the following highlighted options:

en_us (US English)

en (English)

es (Spanish)

fr (French)

6. Click the 'Submit' button or press 'Enter' on your keyboard to save

your changes.

The system automatically commits the changes to the system without a manual restart of the Management Service. Changes are displayed

on V4 Clients directly.





Chapter 11 – Configuring Login Features

Many changes have been made to enhance the user’s session once they

login. This chapter provides instructions to configure the following

information:

Integrating PC Reservation with LPT:One

Configuring the System to Login with Operating System Credentials

Configuring the System to Login with Novell Credentials

Logging in with Various User ID and PIN Credential Options

Logging in with a Specific Prefix

Logging in as a Guest and Using the Specified User Prefix

Tracking Usage Information by Sessions or Minutes

Viewing the Control Menu

Identifying the Various Control Menu Locations

Configure to Enable Language Changes at the Client

Ending a Session

Hiding a Session

Trading a Reservation



Integrating JAWS Screen Reading Software

The PC Reservation V4 Client and Management Service are now compatible

with JAWS (Job Access with Speech) screen reading software. This software

reads aloud what is on your PC Reservation Client computer screen. It is a

‘blindness’ product that allows the blind or visually impaired to interact with

the PC Reservation Client when logging into a session and while logged into

the session. Therefore, when the facility has JAWS installed on its computers

and also has the PC Reservation Client installed and running on the same

host computer each screen is read to the PC Reservation user through the

JAWS functionality.

Recommended Configurations

Complete the following recommended steps when using the JAWS software

with PC Reservation. Note: Not following these provisions may result in the

JAWS software not working as expected with PC Reservation:

1. Complete the following steps to configure a Management Service

option:

Go to the host computer of the Management Modules

(Management Console & Management Service).

Locate the Management Service Console shortcut via the desktop.

Click to open the Management Service Console.




Scroll down and locate the ‘Client: Screen Timeout’ preference.

Click in the field to enable its editing capability.

Set the preference value to at least 30 seconds. This allows the

JAWS software enough time to read aloud the PC Reservation Login

screen content to the user before the screen times out and reverts

back to the ‘Available’ or ‘Reserved’ screen.

Click Submit.




Close the Management Service Console.

2. Complete the following steps to edit the Use Policy title and content (if

needed):

Navigate to the …\Program Files\EnvisionWare\PC Reservation

\Management Service\html\use_policy directory.

Complete the following steps to edit all applicable user policy files:

Right click on the user policy translation file used in your facility

and select the ‘Open With’ option.

The system lists program options from which to choose.

Edit the file to ensure that the title and content reflect a clear

understanding of what you want the JAWS user to hear and

other users to see when the policy is presented via the PC

Reservation Client.

Save your changes and close the file. Proceed with the next file

and repeat the same editing steps if you are providing multiple

translations for the Use Policy.

3. See the following information about Virtual PC Cursor Mode:

Virtual PC Cursor Mode must be ‘Off’ for the PC Reservation

screens to be read properly. This mode is automatically is

disabled for you when PC Reservation is running on a host

computer also running the JAWS software.

Once the user requiring the assistance of JAWS logs into a PC

Reservation Client session, that user can enable the Virtual PC

Cursor Mode by pressing the ‘Insert + Z’ key sequence.

Note: Virtual PC Cursor Mode is only used by JAWS.

When using JAWS, Virtual PC Cursor Mode needs to be on in

web browsers because it allows the user to move easily

through the browser. It also allows them to use special keys

to navigate directly to headers, or links, etc., so the user

does not have to listen to JAWS read the whole web page.



Note: If the user clicks on the PC Reservation ‘Control

Menu’, this action disables the ‘Virtual PC Cursor Mode’.

Therefore, if the user needed to access a browser, he or she

must initiate the key sequence again to navigate smoothly

through the browser.

Important! The key sequence ‘Insert + z’ only works the first

time the PC Reservation Client is run after a reboot. Therefore,

if the PC Reservation Client is closed for some reason, the computer must be rebooted to ensure the key sequence works

as expected when JAWS is running.

4. Configuration and preparation are complete and the PC Reservation

Client is prepared to integrate successfully with the JAWS software.

Integrating PC Reservation with LPT:One

PC Reservation with LPT: One work seamlessly to enhance the user’s

experience and simplify the use of both products by integrating common

login information.

The Management Service Console stores the Network: User Credentials

port preference. This preference is automatically populated with the port

4567, where the credentials are passed.

Configuring the System to Login with Operating System Credentials

PC Reservation V4 supports the use of operating system credentials to start a

session. When this option is configured, users that have made a reservation

can log into the operating system and bypass the PC Reservation login

screen. The feature allows educational institutions that create student and

faculty login credentials, to use and manage sessions with a single login.

To configure this feature, complete the following steps:

1. Ensure that the Version 3.x Management Console is configured to

support login with USER ID only. This setting is configured in the

Management Console’s Appearance Tab. For more information, refer

to the Version 3.5 Technical Manual.



IMPORTANT! When the OS Login Credentials is configured, the

system must be configured for USER ID Only. PIN Number Only

must be disabled. The system is not configured properly when PIN Number Only is enabled with OS Login Credentials.


Management Service.



3. Locate the ‘Client Session Starts Using OS Login Credentials’

preference and enter the value 1.

4. Click Submit to commit the changes to the system.




Configuring the System to Login with Novell Credentials

The Novell Environment used for testing is as follows:

Server OS: Netware 6.5 SP7

Database Version: eDirectory 8.7.3.8

The tested Client Version is Version 4.91 Service Pack 5 For

Windows XP

Configuring the System to Allow User ID Prefixes

PC Reservation allows staff to configure the V4 Client to require a specific

prefix to be entered in the User ID field. One reason to use this feature

includes card numbers that all begin with the same value. Whether this value

is Alphanumeric such is ‘PCRES’ or Numeric such as ‘40011’, whatever the

value, when configured PC Reservation automatically populates the User ID

entry with this value.

Configuring this feature requires changes in the Management Service Console

and Management Console. Additionally, any prefixes created much match

what is recorded in the ILS for User IDs. If using Authentication and

Accounting Module (AAM), it should be updated to reflect users in the ILS as

well—unless the Auto-Update feature is enabled to create and add new users

of the system to the AAM database automatically.

Complete the following steps to configure User ID Prefixes:


Management Service.



The system opens the Web interface of the Management Service’s configuration tool.

3. Scroll to locate the ‘Client: User ID Prefix Populated

Automatically in the User ID Field’ preference.



The system displays the preference.

4. Enter the value of ‘1’ in this preference to enable this feature.

The system changes the default value from ‘0’ to ‘1’.

5. Click Submit to commit the changes to the system.


6. Close the browser.

7. Access the Management Console’s interface.

8. Click ‘Preferences’.

The system displays the Management Console’s Properties menu.



5. Click the ‘Guest Management’ Tab.

The system displays the configuration options for Guests

9. Select to ‘Allow Guest Users’.



The system inserts a checkmark in this checkbox and enables the page

to allow configuration for all other settings.

10. Complete the remaining of configurations to adopt the behavior

desired for the Guest User experience. Click ‘Apply’ when finished

configuring the ‘Guest Management’ tab.

The system accepts the values entered and commits them to the PC

Reservation Management Console system.

11. Navigate to the ‘Appearance’ tab.



The system displays the system properties available via the

‘Appearance’ tab.

12. Locate and enter a value in the User ID Prefix field. Continue

configuring the remaining fields as applicable to your system policy.



The system displays the selected configuration.

6. Click ‘Apply’ to commit the changes to the system. Click ‘OK’ to close

out of Properties. Otherwise, you may continue to enable other

preferences.

The system closes out of the Management Console’s Properties section.

7. Navigate to All Programs>>EnvisionWare>>PC Reservation and

click Management Service.

8. Click ‘Stop’ Management Service to prepare to start the service again.

9. Click ‘Start’ Management Service to allow the above change to get

passed down to the PC Reservation V4 Client.



The system commits the change to the management system and passes it down to the PC Reservation Client.

The unmasked prefix appears via the user/patron login window.

The masked prefix appears—when configured— via the user/patron

login window.



Configuring the System for Stand-Alone User Credentials

Stand-Alone user credentials (acctname/pinnumber) are configurable via the

Management Console. These credentials are used when the PC Reservation

Client loses connection with the Management Service.

Once the PC Reservation Client loses connection for whatever the reason with

the Management Service, it assumes the ‘Stand-Alone Mode’ configuration.

The PC Reservation Client operates in this mode when ‘Stand-Alone’ user

credentials are entered via the Client login screen. Staff members will

provide users with these credentials so they can access the computer despite

the disconnect with the Management Service. By default, the PC Reservation

Client defers to its default settings and continue to provide session limits and

time warnings.

Users which are actively signed in to a session are not affected by the

communications downtime. Their session continues successfully.

The PC Reservation Client reverts back to its normal mode once

communications are reestablished between it and the Management Service.

Complete the following steps to configure Stand-Alone user credentials:

1. Click ‘Preferences’ from the Management Console user interface.

The system displays Management Console preferences.

2. Click the ‘Security’ tab.

The system displays the configuration options for security.

3. Go to the ‘Stand-Alone User Account Information’ section at the

bottom of the display.

4. Complete the following options:

Account Name: Allows configuration of a non-default Account

Name. Default value is USER.

PIN Number: Allows configuration of a non-default PIN Number.

Default value is 1234.

5. Click ‘Apply’ to save your settings and click ‘OK’ to close system

preferences.



Tracking Usage Information by Sessions or Minutes

Similar to the 3.x Client, the V4 Client tracks usage information by sessions

or minutes when configured in the Management Console. However, the V4

Client is enhanced to display detailed usage information when users log in.

Configure Session/Minute Tracking

Session/Minute specifies the total number of sessions or total amount of time

library card holders and guest users are allotted per day to use a computer.

This allows you to give guests a different amount of usage time per day than

regular library cardholders.

Session tracking may allow 2 sessions daily at 60 minutes a piece (based

upon policy decision makers). When session tracking, once a user closes out

of a session, any remaining time on that session is no longer available.

Minute tracking may allow120 minutes daily (based upon policy decision

makers). Patrons may login via a PC Reservation Client to use their time. If

the user logs out before using all of their daily allotted time, the remaining

time is not forfeited. It can be used at another time in the same day.

However, time resets daily.

Complete the following instructions to configure the reservation system for

Session or Minute tracking.

1. Click ‘Preferences’ from the Management Console user interface.

The system displays Management Console preferences.

2. Click the ‘User Validation’ tab.

The system displays the configuration options for user validation.

3. Check ‘Require a Valid User ID to make a Reservation’.

The system enables the entire User Validation tab in preparation for configuration.

4. Check ‘Limit PC user per Day’

The system enables the ‘Track’ settings for the reservation system.



5. Choose one of the following options and their associated settings:

Sessions: Determines how the system tracks usage.

Maximum PC uses per User per Day: Allows selection of the

number of sessions per day.

Ignore No Shows: Select to ensure a no show will not count

against the maximum uses per day. Otherwise, a no show is

counted as if the session was used.

Minutes: Determines how the system tracks usage.

Maximum Minutes per User per Day: Allows selection of the

total number of minutes a user can have available to access

computers.

No Shows: This drop-down menu provides three choices for

how users should be penalized when they fail to sign into

reserved sessions. These settings can only be used under the

Minute-Based Model.

o Count Full Session: The full session amount is

deducted from the user’s available time for the day.

o Count Grace Period: Only the grace period is deducted

from the user’s available time for the day.

o Do Not Count: The user will not be penalized at all for

the no show.

6. Complete all remaining configuration options as desired to further

customize the control of computer management.

7. Click ‘Apply’ to save your settings and click ‘OK’ to close system

preferences.

The system returns to the Management Console UI.



Viewing the Control Menu

The Control Menu has been redesigned to use less space on the desktop and

provide a more visual indication of time remaining in the session. When a

user begins a session, the Control Menu displays by default (in the corner of

the screen nearest the system clock) however the user can move the Control

Menu to any location on the screen and staff can configure the system so

that the Control Menu appears at a new default location. The Control Menu

displays the number of minutes remaining in the user’s session. The

following is an example of the Control Menu:

Staff can configure the system so that the Control Menu is located in an

alternate location from the default.

Users can also perform the following functions with the Control Menu:

Change the Language – Users can dynamically change their session

language at any time.

Hide the Session – Similar to locking a session in Version 3.x, users

can hide their session when they are away from their computer.

End the Session – Users can end their session at any time.

Note: The Control Menu and all messages display in front when a full screen video is operating.



Identifying the Various Control Menu Locations

The Control Menu can be set for various supported positions via the screen

display. Configuration is done via the Management Service Console using the

‘Client: Control Menu Location’ preference setting. The following

represents locations from a Windows computer. When using a Mac, there is

a slight variation to positioning. See Appendix A – Management Service

Console Settings for more information about this feature.

Bottom Right

Values 0 and 7 produce this positioning.

Bottom Center

Value 6 produces this positioning.

Bottom Left

Values 1 & 5 produce this positioning.



Top Left


Top Center


Top Right


Configuring to Enable Language Changes at the Client

With Version 3.x, the language could be changed only at the start of a

session. If a user had a question about a function, staff would need to

understand the user’s chosen language translation from the Client interface.

In V4, the language can be changed at any time and switched to various

languages as applicable.

Note: The PC Reservation Client cannot be configured to limit the languages which will display in the language list. There is only the option to configure a

default language and the following option of configuring the Client so that the list of all available languages displays via the interface and allows the user to

select the language to be used for translation in the session. Furthermore

there is no workaround to accomplish such a configuration. This will only be possible via an enhancement request.



Complete the following steps to configure your PC Reservation Client so that

it provides the option to select and change the language option during a

session:

1. Go to the computer hosting the Management Console.

2. Click the ‘Preferences’ button from the Management Console’s user

interface.

The system displays the Management Console Properties.

3. Click the ‘Appearance’ Tab.

The system displays all properties for this page.

4. Checkmark ‘Allow users to change the language’ option.



The chosen option is highlighted.

5. Click ‘OK’ to save changes and exit the properties.

6. Complete the following to restart the Management Service:

Click the Start button from the taskbar.

The system displays the Windows Start Menu.

Select the Control Panel option from the menu.

Locate and double-click Administrative Tools.

The system displays the Administrative Tools expanded Menu.

Locate and double-click the Services icon.

The system opens the Windows Services manager.

Locate and click the EnvisionWare PCR Management Service option.

Click the Restart option.

The system restarts the service and displays the following Service

Control Screen.

7. Close the Windows Services window.

The system returns to the desktop. Changes will appear on the Client

once the MS has completely reinitialized.



8. Verify your configuration by completing the following steps:

Go to a PC Reservation V4 Client and view the login screen.

The system displays a language button on the login screen. The user can choose from here what language they require.

Click the Language (configured languages scroll through via the

button display) button.

The system displays the supported languages.



Log into a session.

The system displays the System Policy page (exists when

configured) and a button to ‘Continue’ and a button to choose your language.

Click the ‘Continue’ button to log into the session and observe

another point at which language can be changed.

The system displays the ‘Control Menu Buttons’.

Click the ‘Other Options’ button.

The system displays the additional options.

Click the ‘Change Language’ item from the menu.



The system displays the language options.

Select the language of choice by clicking on the desired link

The system displays the translated form of the Menu Bar buttons, as well as any data displayed via a PC Reservation Client interface.

Note: The languages displayed above are controlled by the

Management Service Console setting described later in the manual.

Configuring to Hide a Session

Hiding a session in PC Reservation version 4, is similar to PCRes Version 3.x

functionality which is referred to as “locked” sessions. The name was

changed to more accurately reflect the behavior based on feedback from the

user community. This functionality is only available when the Allow Users

to Lock Session setting is enabled via Management Console Preferences.

See the following demonstration for Hiding a Session when using the default

‘Control Menu Buttons’ and the optional ‘Control Menu Combobox’.

Control Menu Buttons:

1. Click the ‘Other Options’ button from the Control Menu seated to the

right and above the Windows Taskbar.



The system displays the options available for this task.

2. Click the ‘Hide Screen’ icon.

The system displays the user interface that allows the user to create a password for hiding the screen.

3. Read the information provided and enter your unique and arbitrary

password value.

4. Click the ‘Hide My Screen’ button to execute your request.



The system reverts to the PC Reservation intro screen and then

displays the PC Reservation Client Main screen depicting the Client’s

status.

5. Resume your session by following the instructions on the screen.

Control Menu Combobox:

1. Locate the Control Bar seated to the right and above the Windows

Taskbar.

2. Click the arrow from the ‘Combobox’.




3. Select ‘Hide My Screen’ from the Control Menu.

The system displays the user interface that allows the user to create a

password for hiding the screen.

4. Read the information provided and enter your unique and arbitrary

password value.

5. Click the ‘Hide My Screen’ button to execute your request.



The system reverts to the PC Reservation intro screen and then

displays the PC Reservation Client Main screen depicting the Client’s

status.

Note: In Version 3.x, the default message was “LOCKED”. Text is

improved to accurately reflect the status.

6. Follow the instructions provided via the screen to resume your session.

Click the screen or move the mouse.



The system displays the resume session interface.

7. Enter the password used to hide the screen.

8. Click the Resume Session button.

The system displays the Resume Session screen showing the

remaining session minutes.



9. Click OK to close the message.

The system displays the Resume Session screen.

10. Enter the password used to hide the screen.

11. Click the Resume Session button.



The system displays the Resume Session screen showing the remaining session minutes.

12. Click OK to close the message.

Identifying Reservation Trades

The function to trade a reservation has been a valuable and a unique

component of PC Reservation since Version 2. Many customers have

indicated that the trade screen in Version 3.x was confusing and that users

often did not understand the impact of a trade. The impact of a trade affects

current and future system use for the day.

In V4, the workflow and amount of detail has been enhanced both to educate

users about the trade action and to protect against an unexpected outcome.

The trade function inspired new technology for PC Reservation V4 that

permits in-line variables in text. Version 3.x required a label followed by a

value like: Amount of minutes left: 4

In V4 the information can be written as: There are 4 minutes remaining.

The Trade menu offers more detailed information about the trade action and

the impact to the remaining options for the day.



To eliminate confusion, a new Confirmation Screen has been added to

provide the option to continue or go back to the Trade Menu

In addition to enhanced layout and text handling, additional information has

been added to the system so that the exact details including the later

computer name/description can be displayed.

Note: As with prior versions, all text for all languages may be customized

by the system administrator.

The following is an example of the Trade Dialog screen:

The following screens display based on the user’s action to accept or decline

the trade. With each screen, users have the option to return to the previous

screen.



Chapter 11 – Configuring Staff Functions

This chapter details V4 Configurations that staff will use to configure the

system. The topics are:

Logging in as a Super User

Closing a Super User Session

Stopping the Client using the PC Reservation Icon



Logging in as a Super User

Super Users can log into a session without a reservation, time limit or any

restrictions that are typically applied to a session.

Customers familiar with Version 3.x know that the Super User account allows

staff or administrators to instantly take immediate and unlimited control of

any computer at any time.

To log in as a Super User, complete the following steps:

1. Press and hold the ctrl key while clicking the PC Reservation icon in

the lower left hand corner.

2. This functionality is similar to Version 3.x however; the location of the

logo has changed between generations.

The system prompts the user to enter a password.

3. Enter the Administrator/Staff Password.

The system displays the Staff Mode screen.

The system displays the following options:



Close Client : Closes the Client

Log In as Super User: Logs the staff user in with administrative

access to the computer and indefinite time on the computer.

Cancel: Cancels and redirects the user back to the idle screen.

4. Click Log In as Super User.

The system exposes the desktop and displays notification that the staff member is signed in as a Super User.

5. Click OK to close the message window.

The system removes the message window and returns to the default Control Menu seated to the right of the Task Bar.



Closing a Super User Session

Closing a Super User session is the same as closing a standard user session.

To close a Super User session, complete the following steps:

1. Click the ‘Other Options’ menu button.

The system displays the list of available options.

2. Select End Session.



The system displays the End Your Session screen

3. Click End Now.

The system closes the Super User session and reverts back to the PC

Reservation Main Screen.

Stopping the Client with the PC Reservation Icon

The PC Reservation icon can be clicked to display the staff menu.

To close the Client, complete the following steps:

1. Press and hold the CTRL key while clicking the PC Reservation icon

in the lower left hand corner.

The system prompts the administrator/staff to enter their password.



2. Enter the administrator/staff password.

3. Click OK to confirm your entry.

The system displays the options to close the client.

4. Select Close Client.

The PC Reservation Client shuts down and returns you to the desktop.



Chapter 12 – Configuring Filtering Option for V4

In Version 3.x, the filtering option controlled only Internet Explorer browsers.

With V4, ties to specific browsers have been eliminated and the system is

architected to support all standards-based browsers including Internet

Explorer, Public Web Browser, Firefox, Safari, Opera, and others. The only

technical requirement is that the browser must support the WPAD, Web

Proxy Auto-Discover Protocol.

Enabling Profile-Based Filtering

PC Reservation supports profile-based filtering. As with Version 3.x, libraries

using third-party filtering solutions that supports RADIUS control packets will

be able to control internet access.

Configure this feature by, following the same steps as configuring the Version

3.x Client. Refer to the PC Reservation 3.5 Technical Manual for more info.

Proxy-Based Filtering for Clients on a Different Subnet

Staff can configure V4 Clients operating within a subnet, VLAN or similar

networking environments to support proxy-based filtering. Because the

WPAD Protocol requires unique IP addresses for each Client to filter a

session, Clients running in this type of environment cannot utilize the WPAD

Protocol.

As a result, the proxy-based filtering protocol used with Version 3.x must be

configured to support these Clients. The new preference, Dynamic Filtering

Proxy: Use Version 3.x Filtering Protocol (applies only to Internet Explorer),

has been created to support this environment.

PCR3x Protocol is improved with the V4 Client if the user declines the Use

Policy and system is configured to deny internet, access is declined. Version

3.x would display a 404 Error screen within the browser. However, with V4

the system displays a message informing the user that internet access is

denied.

Note: This message is always displayed in the default language.

Configurations must be enabled in the Management Service Console and

Management Service.



To configure Proxy-Based filtering for Clients operating within a subnet, VLAN

or similar networking environments, complete the following steps:


2. Locate the Dynamic Filtering Proxy: Use Version 3.x Filtering

Protocol (applies only to Internet Explorer) preference.

3. Change the value to 1 to enable the preference.

4. Click Submit.

5. Close the Browser.

6. Open the Management Console.

7. Click the Dynamic Filtering Tab.

8. Check the Enable Dynamic Filtering Control check box.

9. Enter the IP Address of the Filtering Appliance in the IP Address of

the Filtering Appliance field.

10. Enter the Port in the Port field.

11. Click Apply.

12. Click OK.

Proxy-Based Filtering for Clients using Terminal Services

The new Dynamic Filtering Proxy: Use Version 3.x Filtering Protocol (applies

only to Internet Explorer) preference value is ignored for Clients using

Terminal Services because the V4 system automatically detects the use of

Terminal Services and automatically uses the 3.x protocol. Configurations

are enabled in the Management Console only.

To configure Proxy-Based filtering for Library sites using Terminal Services,

complete the following steps:








5. Enter the Port in the Port field.

6. Click Apply.

7. Click OK.

Clients on the Same Subnet Configuration

Clients operating on the same Subnet, using Chrome or Internet Explorer can

continue to configure the system for WPAD outlined in the WPAD section of

this chapter.

OR

Simply enable the Dynamic Filtering preference by completing the following

steps:


2. Locate the Dynamic Filtering Proxy: Use Version 3.x Filtering

Protocol (applies only to Internet Explorer) preference.

3. Change the value to 1, this enables the preference.

4. Click Submit.

5. Close the Browser.








10. Enter the Port in the Port field

11. Click Apply.

12. Click OK.

Clients using FireFox, Opera or any other Web Browser

Library sites using FireFox , Opera or any other web browser must configure

and use the WPAD files located in C:\Program Files\EnvisionWare\PC

Reservation\Management Service\server_views for Proxy-based filtering.

For further information, refer to Chapter 11 in the PC Reservation 4.0

Administrator Manual.

Enabling Proxy-Based Internet Filtering Using WPAD

V4 supports proxy-based filtering using Web Proxy Auto-Discover Protocol

(WPAD). The Web Proxy Auto-Discovery Protocol (WPAD) is used to

locate a URL of a configuration file using DHCP and/or DNS discovery

methods.

Proxy-based filtering now offers the following three choices:

Filtered

Non-filtered

Default

WPAD Overview

There are two ways to implement WPAD settings, modifying your DNS or

automatically updating local host files. The preferred method requires a

change to your DNS server settings to create an entry.



Modifying the DNS

To fully complete Proxy based configuration, the DNS must be modified. To

modify the DNS, Add WPAD (customer network name) as a new host in

DNS pointing to the IP Address of the Management Service.

If you are unable to modify your local DNS server, a Management Service

features can distribute a Local Host File to each public computer. This

overcomes limitations for customers that have no control over their DNS

server.

WPAD File Descriptions

The following wpad files are located in the C:\Program Files

\EnvisionWare\PC Reservation\Management Service\server_views directory.

Wpad_default.dat file restrict users from accessing the Internet

outside of a session. This file does not need to be modified.

Wpad_filtered.dat file allows users to access the Internet with

restrictions. Modifications are required.

Wpad_no_internet.dat file is designed to restrict users from

accessing the Internet. Modifications are required.

Wpad_unfiltered.dat file allows users to access the Internet without

restrictions. Modifications are required.



WPAD File Configurations for wpad_no_internet.dat file



Service\server_views directory.

2. Open the wpad_no_internet.dat file using a text editor such as

Microsoft WordPad. If using Notepad be sure to disabled the Word

Wrap feature in Notepad.

The system displays the wpad_no_internet.dat file screen.

3. Enter the Management Service IP Address and Port.

The word “PROXY” should remain within the file. The Management

Service IP Address and Port information must be entered after

”PROXY” for example, PROXY 10.0.0.1:80.

4. Click save and close the file.



WPAD File Configurations for wpad_filtered.dat file




2. Open the wpad_filtered.dat file using a text editor such as Microsoft

WordPad. If using Notepad be sure to disabled the Word Wrap feature

in Notepad..

The system displays the wpad_filtered.dat file screen.

3. Enter the Proxy Address and Proxy Port.

For example, 10.0.0.1:80




WPAD File Configurations for wpad_unfiltered.dat file




2. Open the wpad_unfiltered.dat file using a text editor such as Microsoft


in Notepad.

The system displays the wpad_unfiltered.dat file screen.

3. Enter the Proxy Address and Proxy Port.




Updating Local Host File

The Management Service must be configured to support WPAD settings

regardless of whether the institution uses DNS changes or Local Host file

delivery.

To configure the Management Service to support WPAD settings, complete

the following steps:


2. Open the pcrServer.ewp using a text editor such as Microsoft


in Notepad.

3. Locate the Dynamic Filtering Proxy: Automatic Hosts File Update with

WPAD preference.

4. Change the value to one (1).

5. Click Submit and close the browser.

6. Restart the Management Service.

Internet Browser Configurations

All browsers enabled on your public computers must be configured to use

Automatic Proxy configurations. For instructions to configure the Automatic

Proxy configurations, refer to the information provided by each Internet

browser publisher.

The options in this section will be managed via the Management Service

Console in a future release.



Chapter 13 – Uninstalling PC Reservation V4

All V4 components are installed with an uninstall utility that allows you to

remove all traces of the component through Start Menu shortcuts, Windows

Control Panel, or directly from within the installation directory.

Note: During an uninstall of the Client for Windows, Firewall exceptions created for the Client and EnvsionWare System Monitor are removed.

All related services, shortcuts, and registry keys are deleted from the

computer. However, the C:\...\EnvisionWare\PC Reservation\...

directory is not deleted when a component is uninstalled to preserve any PC

Reservation components that remain on the computer. This directory can be

manually deleted if all components are removed. See the following

instructions to uninstall LPT:One components:

Uninstalling V4 Components from the Program Menu

PC Reservation V4 components can be uninstalled from shortcuts created in

the program group. Following are instructions for uninstalling using

shortcuts:

5. Click Start from the Windows Taskbar.

The system displays the Windows ‘Start Menu’.

6. Select All Programs from the Windows ‘Start Menu’.


7. Navigate to EnvisionWare’s PC Reservation program group and select

the uninstall utility for the PC Reservation component you are

removing from the computer.

The system displays the PC Reservation Uninstall screen.

8. Click Uninstall to continue. Wait while the component is uninstalled.

The system displays a progress bar and then, shows that

Uninstallation is complete.

9. Click Close to exit the uninstall utility.




Uninstalling LPT:One Components from Add/Remove Programs

PC Reservation components can be uninstalled from within the Windows

Control Panel. Following are instructions for uninstalling using the Control

Panel:

1. Access the Windows Control Panel and select Add or Remove

Programs

The system displays the Add or Remove Programs screen.

2. Select the PC Reservation component you wish to uninstall from the

computer and click Remove to launch the uninstall package.

The system displays the Uninstall screen.

3. Click Uninstall to continue removing the module.

The system displays the Uninstallation Complete screen.

4. Click Close to exit the uninstall utility.

The system takes you back to the desktop.

Uninstalling EnvisionWare System Monitor (ESM) for the Mac

IMPORTANT! Uninstalling System Monitor may result in other EnvisionWare

products failing to run correctly. EnvisionWare recommends only uninstalling System Monitor if you are uninstalling all other EnvisionWare Products as

well.

Complete the following steps to uninstall the Client:

1. Open a Terminal window.

2. Enter sudo /Library/systemmonitor/uninstall.sh.



The system prompts staff for a password.

3. Enter the administrator password.

The system uninstalls ESM.

Uninstalling the Client from a Mac

Complete the following steps to uninstall the Client:

1. Open a Terminal window.

2. Enter sudo /Library/PCReservation/tools/uninstall.sh.

The system prompts staff for a password.

3. Enter the administrator password.

The system uninstalls the Client.



Chapter 14 – Feature Parity Matrix between the 3x & 4x Clients

With the latest V4 release, the V4 Client contains the same feature set as is

available in the Version 3.x Client.

The table below provides a list of features supported in the Version 3.x Client

and the corresponding releases of the V4 Client. The information below is

organized based on the configuration option of the Management Console

Preferences. Any preferences not listed here do not apply to the existing

Version 3.x Client.

Important! Once a feature is added to the V4 product, you will not see additional checks for later V4 versions. Instead the remaining blocks are

shaded to denote the feature was added in a previous release.

Features are designated with the following options:

A – Supported automatically in V4, not a configurable option

– Features that exists in 3x and the version it was added to 4x.

– Feature improved over Version 3.x capability

— – Feature did not exist for the listed version.

Client Features 3.5/4.0 4.1/4.2

New Features added with Version 4x

Specify English and/or US English as language

option N/A /

Add additional languages (other than five default

languages including Asian characters) N/A / —

Coming in a future

release.

Use Operating System credentials for validation

(common academic request) N/A /

Use Novell credentials for validation (academic

request) N/A / — / —

Disabled automatic extension message at Client N/A /

LPT:One Integration

Pass User ID and/or PIN to LPT:One Client / / —

Auto-update Clients / —

Support for

auto-update

after initial V4

installation

Security

Close Client with Administrative Password /

Close Client with Staff Password /

Start session as Super User /




Start session in Offline Mode /

Dynamic Filtering Control

Proxy-Based Filtering Support — /

Profile-Based Filtering Support /

Client Settings

Disable CTRL-ALT-DEL / —

Controlled via

Operating

System

Disable CTRL-ESC / —

Controlled via

Operating

System

Disable ALT-TAB / —

Controlled via

Operating

System

Hide the Task Bar / —

Controlled via

Operating

System

Hide the Start Button / —

Controlled by

Operating

System.

Hide the Client from the Task List (Windows 98

Only) / N/A

Path to Logo or Image File /

Modify instructions for users on logon screen /

Control color of foreground and background /

Show the Current Time on the Idle/Main Screen /

Sessions

Session Length /

Grace Period /

Allow Extra Time if No One is Waiting /

Logoff when session is closed /

Restart when session is closed /

Allow Early Sign On /

Allow User to Lock/Hide a session /

Treat Logoff as Interrupted session /

Minutes to hold an interrupted session /

End session if idle (no keyboard/mouse

movement) for more than configured time /

Reservations

Offer short session based on configured options /

Warnings

Display end of session warning messages /




Play beep during warning message /

Flash timer window during warning message /

Speak during warning message Supported via third-party

Display a message /

Run program during warning message / Not supported in V4

PC Schedule

Shutdown all PCs 5 minutes after closing /

Send message to all PCs before closing /

Scheduled Maintenance

Clear Log Files /

Time Vending

Charge for Time Used (display messages at

Client) — /

@Client Reservations

Allow @Client Reservations /

Allow Short Sessions /

Allow Express Use Only /

Offer Express Use when Full Session is not

Available /

Allow User to trade an existing reservation /

Client Programs

Set programs to start at beginning of each

session /

Restart a program if closed during the session /

Set program’s window size (maximize, normal,

minimize) /

Display Computer Use Policy for

acknowledgement only /

Specify path to Computer Use Policy (must be a

webpage) /

Require user to accept or decline Computer Use

Policy /

If user declines, end the session /

If user declines, no Internet access /

If user declines, apply the internet filter /

Appearance

Specify label to use for “User ID” /

Number of digits in User ID — /

Mask User ID for Self-Service Reservations /

Label to use for “PIN” A

Maximum Number of Digits in “PIN” — /

Require User ID and PIN /




Require User ID only /

Require PIN only / —

Display Client’s PC ID from Computer Name or

Description /

Set default language for display /

Allow user to change language /

Support for English, Spanish and French /

Support for Portuguese / —

User Validation

Require a valid User ID /

Track by sessions /

Track by minutes /

Ignore Interrupted Sessions /

Require user to enter PIN /

Mask PIN /

Require user to enter last name to make

reservation / —

Guest Management

Allow Guest Users /

Apply Usage Restrictions to Guest User /

Allow Concurrent Reservations /

Client Local Configuration

Start the Client from the Run registry key

(remove from the Startup Group) A

Run the Client in Dynamic Windows Profile

Manager Mode / —

Run the Client on a private desktop (Windows NT,

2000, and XP Only) / V4 Sup for XP to be det

Hide the Windows Taskbar during Initialization A

Hide the Windows Start Button during

Initialization A

Require a password to close during Initialization / Not supported in V4

Maximize the “Please Wait … Initializing” Window A

Maximum Number of Reconnection Attempts A

Automatically locate the Management Console

using UDP /

Save my configuration for use on other machines / Not required in V4

Staff Functions via View PC Status

Send Message /

Send Message to all Active Sessions /

Unlock Session /

End Session /




Extend Time /

Mark as Out of Service /

Staff Functions via View Connected Clients

View Client Details /

Shutdown Client – Stop PC Reservation /

Shutdown Client – Shutdown the computer /

Shutdown Client – Reboot the computer /

Shutdown all connected PCs /



Appendix A – Management Service Console Settings

This appendix provides details for pcrServer.ewp preference file located in

the C:\Program Files\EnvisionWare\PC Reservation\Management

Service\config directory.

Note: The Management Service Console should be used to configure the

system. This table is present for reference only.

pcrServer.ewp Preference File

Preference

Name

Description Valid Values

Client

Appearance:

Idle Screen

Background

Color

Allows customization of the Idle

Screen background color. The

color value is represented in HEX

code.

This preference does not require a

restart of the Management Service

or the Client service. Once the

setting changes are saved, the

custom color displays immediately.

See ‘Customizing the Idle Screen

Background Color’ for more

information about this feature.

Alphanumeric value

representing the Hex

color code value.

Default Value: 010088




Preference

Name


Client

Appearance:

Idle Screen

Top Banner

Color

Allows customization of the top

banner’s background color only.

The color value is represented in

HEX code.

This preference does not require

a restart of the Management

Service or the Client service.

Once the setting changes are

saved, the custom color displays

immediately.

Alphanumeric value

representing the Hex

color code value.

Default Value: FFFFFF

Client

Appearance:

Idle Screen

Background

Image

Allows customization of the image

displayed via the Idle Screen.

This preference does not require a

restart of the Management Service

or the Client service. Once the

setting changes are saved, the

custom color displays immediately.

See ‘Customizing the Idle Screen

Background Image’ for more

information about this feature.

Alphanumeric value

representing the logo

file path or url.

Default Value: default

Client: Auto-

Update Enabled

Enables the V4 Client to

automatically update. The

system automatically detects and

installs the latest version

On = 1

Off = 0

Default Value: 1




Preference

Name


Client:

Automatic Time

Extensions

Notifications

Displayed

Automatically displays time

extension notifications to users.

This preference is enabled by

default.

On = 1

Off = 0

Default Value: 1

Client: Control

Menu Buttons

Instead of

Combobox

The purpose of this setting is to

control the menu types displayed

via the Control Menu.

1=On. Display Menu

Buttons.

0=Off. Display Menu

Combobox.

Default: 1




Preference

Name


Client: Control

Menu Location The purpose of this preference

provides additional control and

customization to the 'Control

Menu'. System Administrators are

now given various options to where

the control menu appears and can

change the default location.

Valid values range

from 0 to 7.

0=Near the Clock

(Lower Right on

Windows, Upper Right

on Mac);

1=Near the Sys Menu

(Lower Left on Win,

Upper Left on Mac);

2=Top Left;

3=Top Center;

4=Top Right;

5=Bottom Left;

6=Bottom Center;

7=Bottom Right.

Default is 0 (which

corresponds to the

current timer win loc).

Default: 0

Client: Default

Language Determines the language used by

the PC Reservation Client.

Alphanumeric values

representing the

language locale.

en_us (US English),

en (English), es

(Spanish),fr (French)

Default Value: en_us




Preference

Name


Client:

Dynamic

Windows

Profile Mode

Allows Dynamic Windows Profile

switching on the V4 PC Reservation

Clients. PC Reservation connects

to established Profiles via

configurations in the Management

Console. For Card Holders,

configuration is completed within

the ‘User Validation Rules Wizard’

and for Guests, configuration is

completed via the ‘Guest

Management’ tab for the

Management Console’s

Preferences.

When enabled, as Guests or Library

Card holders sign into a PC

Reservation session, the system

recognizes their credentials and is

able to log them into a profile

suited for their designation. Such

as a teen logging into a session and

have access to material suitable for

teens only. The desktop and

environment of the session adjusts

depending on the user’s credentials

and the profile that is allowed for

those credentials.

On = 1

Off = 0

Default Value: 0

Client: Login

Using OS

Credentials

Pass operating system credentials

to PC Reservation and disable PCR

login screen.

On = 1

Off = 0

Default Value: 0




Preference

Name


Client: Logo

File Path

Used to enter the path for a custom

logo. If left blank, an EnvisionWare

logo is displayed on the Main

Screen of the Client with

instructions on how to modify the

logo. Set this value to “default” to

display an EnvisionWare logo

without instructions.

Shared path on the

Management Service

machine that is

accessible by the

Clients.

Image should be in the

form of a JPG or PNG

Default Value: Blank

Client:

Maximum Hide

Interval

Used to configure the number of

minutes users can hide their

sessions.

Numerical value in

minutes.

Default Value: 4

Client: Screen

Timeout

Sets the Client login screen timeout

value. When the cursor runs over

the "Available screen" it turns into

the log in screen. This timeout

determines how long this login

screen is available for credential

input.

Numerical value in

seconds.

Default Value: 15

Client:

Screensaver

Pixel Shift

Used to configure the Client

screensaver pixel shift in

milliseconds

Numerical value

representing the

number of milliseconds

pixels can shift.

Default Value: “unit=minutes”

Client: Text

Displayed on

Wait Screen

Preference used to customize text

which is displayed during the Client

initialization process.

Text is entered here.

Default Value: Please wait while the system prepares for use.




Preference

Name


Client: User ID

Prefix

Populated

Automatically

in User ID Field

Enables staff to specify a precise

prefix for users or guests in the

Management Console.

On = 1

Off = 0

Default Value: 0

Client:

Welcome

Message

Displayed

When Session

Starts

Preference used to display an initial

message users view once they log into their session.

On = 1

Off = 0

Default Value: 1

Dynamic

Filtering Proxy:

Automatic

Hosts File

Update with

WPAD

Preference used to enable or

disable dynamic filtering.

On = 1

Off = 0

Default Value: 0

Dynamic

Filtering

Proxy:Default

WPAD File

Preference used to determine

which Wpad file is used for dynamic

filtering.

Wpad_default.dat

Wpad_filtered.dat

Wpad_no_internet

Wpad_unfiltered.dat

Default Value: Wpad_no_internet

Dynamic

Filtering Proxy:

Use Version 3.x

Filtering

Protocol

Enables Proxy based filtering for

Clients operating on a different

Subnet or VLAN.

On = 1

Off = 0

Default Value: 0




Preference

Name


Logging:

Client Upload

The purpose of this item is to

secure/upload problematic

behaviour so that it is sent to the

Management Service (MS) for

further investigation. And not lose

this valuable data on the Client

because of rollback software.

The PCRes Client logs system data

to its log file. EnvisionWare

System Monitor (ESM) also

receives the data and checks a

search file (clientLogEntrySearches)

located on the MS. This file

contains a list of search entries.

When the PC Res Client logs data

matching a string of data in the

search file, the entire contents of

the Client’s PC Res directory are

zipped into a file, and sent to the

ESM/MS server.

A max of 5 uploads in 24 hours can

occur during a single runtime

instance of ESM on the PC

Reservation Client computer.

Once uploaded, the files remain for

2 weeks, and are cleaned up on a

different file upload. Therefore, if

only one upload occurs in 7 weeks,

the file remains on the Server until

another file is uploaded.

On = 1

Off = 0

Default Value: 0




Preference

Name


Logging:

Enabled

Determines if a log file is

generated.

1=On

0=Off

Default Value: 1




Preference

Name


Logging: Level Enables the Logging: Level which

tracks and manages logging levels

and files.

The following hierarchy

of logging levels are:

DEBUG

INFO

WARN

ERROR

FATAL

When the logging level

is WARN, the log

entries will contain

entries for WARN,

ERROR, and FATAL.

When the Logging:

Level is INFO the log


entries for everything

(INFO, WARN, ERROR

and FATAL) except

DEBUG.

When the logging level

is DEBUG, the log


entries for every log

entries listed above

(DEBUG, INFO, WARN,

ERROR and FATAL).

Default Value: INFO




Preference

Name


Logging:

Maximum File

Size in MB

The maximum size the log file is

allotted before a backup is

generated.

Numerical entry which

represents the

maximum file size.

Default Value: 3 MB

Logging:

Maximum

Number of

Backups

The highest number of backups

created when the primary log file

reaches the maximum size.

Note: Older backups are deleted

when the max is reached (10).

Numerical entry value

representing the

number of backups.

Default Value: 3MB

Network: Client

Auto-Discover

Port

Auto-Discover Port number for the

Client. Listening port allows items

‘1’ and ‘2’ to function. 1) The

Management Console broadcasts its

location for other components to

connect. 2) The (3x) Reservation


Management Service connect to

the Management Console on this

port to transport command


Numerical value which

represents the Client’s

port.


Network: Keep

Alive Interval

for Client

Service

Value used to enable the Client to

quickly re-establish lost

connections, which may occur in

adverse network conditions.

Important! The default values

should typically not be adjusted,

unless suggested by EnvisionWare

Support/Professional Services

groups.

Numerical value

represented in

seconds.

Default Value: 120




Preference

Name


Network: Keep

Alive Interval

for

Management

Service

Value used to enable the Client to

quickly re-establish lost

connections, which may occur in

adverse network conditions.

Important! The default values

should typically not be adjusted,

unless suggested by EnvisionWare

Support/Professional Services

groups.

Numerical value

represented in

seconds.

Default Value: 300

Network:

Management

Console

Broadcast Port

Port number for the Management

Console.

Listening port allows items ‘1’ and

‘2’ to function. 1) The










represents the


port.

Default Value: 1969

Network:

Management

Console IP

Address

IP Address for the Management

Console

Numerical value or

fully qualified domain

name that represents

the IP address of the

Management Console

Default Value: 127.0.0.1




Preference

Name


Network:

Management

Console Port


Console.

Listening port allows items ‘1’ and

‘2’ to function. 1) The










represents the


port location.

Default Value: 1969

Network:

Management

Service Port

Listening port allows (V4) Client for

Windows and Mac to connect to the

Management Service transporting

command messages (send &

receive) between each component


represents the port.

Default Value: 9432

Network:

System Monitor

Port

EnvisionWare System Monitor sends messages via this port to

connecting services to report

system status.


represents the System

Monitor Port.


Network: User

Credentials

Port

Port shared between LPT:One and

PC Reservation when the two are

integrated. If LPT:One is

configured to use the credentials

passed from a PC Reservation

session, those values are passed to

LPT:One via this port.

Numerical value

representing the port.

Default Value: 4567




Preference

Name


LPT: One

Print Cost

Management

Configuration preference to set

exceptions for Windows and Mac

Clients

Alphanumeric

commands directing

the behaviour of the

Client.

Default Value: Skip When Closing

Use Policy: en Used to configure the Computer

Use Policy language for European

English.

Hosted web server

where the Use Policy

resides.

Default Value: usePolicy_en.html

Use Policy:

en_us

Used to configure the Computer

Use Policy language for US English.

Note: The Management Service

must be installed on the same

machine as the Management

Console.

Default Location: C:\Program

Files\Envisionware\PC

Reservation\Management

Service\HTML

Hosted in the PC

Reservation ‘HTML’

folder located on the

Management Service

host computer where

the Use Policy resides.

Default Value: usePolicy_en_us.html

Use Policy: es Used to configure the Computer

Use Policy language for Spanish.




Console.




Service\HTML

Hosted in the PC



Management Service

host computer where


Default Value: Default Value: usePolicy_es.html




Preference

Name


Use Policy: fr Used to configure the Computer

Use Policy language for French.




Console.




Service\HTML

Hosted in the PC



Management Service

host computer where


Default Value: usePolicy_fr.html



Appendix B – Client Module Preference File

This appendix provides details for pcrClient.ewp preference file located in the

C:\Program Files\EnvisionWare\PC Reservation\Client\config directory.

The following preferences are automatically populated when the Client is

installed and should not require any user updates with the exception of

modifying the Auto Discovery port.

Client Logging

The Client Module Service logs and Client Module Application logs are now

logged in the application data directory.

For example,

On Windows XP the logs are located in "C:\Documents and

Settings\All Users\Application Data\EnvisionWare\PC

Reservation\Client Module\logs"

On Windows 7, the logs are located in C:\ProgramData

\EnvisionWare\PC Reservation\Client Module\logs"

On upgrade from previous versions, existing logs are moved from the

installation directory to the new location and the old "logs" directory in the

install directory is removed. A link to the new logs path is added in place of

the "logs" folder so "logs" in the installation directory remains visible.



pcrClient.ewp Preference File

Preference

Name


Management

Service Auto-

Discovery Port

Auto-Discovery port for the

Management Service.

Listening port allows items ‘1’ and ‘2’

to function. 1) The Management

Console broadcasts its location for

other components to connect. 2) The

(3x) Reservation Station, Web Module,

and (V4) Management Service connect

to the Management Console on this

port to transport command messages

(send & receive).

Numerical

value which

represents the

port value

assigned.


Management

Service IP Address


Service

Numerical

value or fully

qualified

domain name

which

represents the

IP Address or

location.


Management

Service Port


Service

Numerical

value which

represents the

IP Address.

Default Value: 9432

LPT: One Print Cost

Management


exceptions for Windows and Mac

Clients

Skip When

Closing




Appendix C – Macintosh Client Module Preference File

This appendix provides details for pcrClient.ewp preference file located in

/Library/PCReservation/config/ directory. IMPORTANT! When

installing the latest PC Reservation version on Mac OS 10.7, System

Administrators must first install Java. Apple does not ship Java with the OS

10.7 version.


Preference

Name


Computer Name Preference used to manually enter the

computer name for what purpose?

Default Value: PLACE_VALUE_HERE

Management

Service Auto-

Discovery Port

Auto-Discovery port for the

Management Service.

Listening port allows items ‘1’ and ‘2’

to function. 1) The Management

Console broadcasts its location for

other components to connect. 2) The

(3x) Reservation Station, Web Module,

and (V4) Management Service connect

to the Management Console on this

port to transport command messages

(send & receive).

Numerical

value which

represents the

port value.


Management

Service IP Address


Service

Numerical

value which

represents the

IP Address.





Preference

Name


Management

Service Port


Service

Numerical

value which

represents the

IP Address.

Default Value: 9432

LPT: One Print Cost

Management


programs that are not to be closed

when ending a session

Skip When

Closing




Appendix D – Optional Configurations

This appendix details the following optional configurations:

Fast Login Setting

Configuring the V4 Client and Management Service Console’s Auto-

Discovery Ports

Process Exceptions

Preparing for an Auto-Update of PC Reservation



Fast Login Setting

PC Reservation’s V4 Client Installer automatically enables the

SyncForegroundPolicy setting within Window’s Registry. The

SyncForegroundPolicy setting is also known as the Always Wait for the

Network at the computer startup and logon within the Group Policy

Settings. This setting prohibits users from accessing the desktop before all

services in the Startup group (which includes PC Reservation) have started.

This setting is automatically disabled when the Windows V4 Client is

installed.

The Windows Registry setting, SyncForegroundPolicy, can be viewed at the

following directory:

HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\WindowsNT\

CurrentVersion\WinLogon

The Group Policy setting, Always Wait for the Network at the computer

startup and logon, can be viewed at the following directory:

Computer Configuration\Administrative Templates\System\Logon

Important!

The SyncForegroundPolicy setting (Windows Registry) and the Group Policy,

Always Wait for the Network at the computer startup and logon setting, will not reflect the same statuses when they’re viewed. The

SyncForegroundPolicy displays an enabled status (1) while the Always Wait

for the Network at the computer startup and logon setting displays a disabled status (Not configured). However, the setting is enabled but it will not reflect

in the Group Policy.



Configuring the V4 Client and Management Service Console’s Auto-

Discovery Ports

The Management Service Console’s Auto-Discovery functionality was

designed for the V4 Client to automatically locate and connect to the

Management Service. In order for this functionality to work properly, the

values within the Auto–discovery preferences for the Client and the

Management Service must match. Otherwise, the system displays the

following Management Service Location Configuration screen.

The V4 Client will not launch until it connects to the Management Service.

To configure the Management Service and Client auto-discovery ports,



2. Locate the Client Auto-Discover Port preference.

3. Change the value.

The default value is 61969 (See ‘Understanding Port Functions’ in

‘Chapter 1 – Overview’ for a description of this port).

4. Locate the Management Service Auto-Discovery Port preference.

5. Change the value.

The default value is 61969 (See ‘Understanding Port Functions’ in

‘Chapter 1 – Overview’ for a description of this port).

6. Click Submit.



7. Save and close the browser.

Configuring the V4 Client and Management Service with the

Management Service Location Configuration

When the V4 Client and Management Service auto-discovery ports do not

match, the Client will not launch.

To connect the V4 Client and the Management Service with the Management

Service Location Configuration screen, complete the following steps:

1. Select Management Service Auto-discovery.

The system displays the Port field.

2. Enter the Port number.

3. Click OK.

The system launches the V4 Client.

OR

1. Select Store Management Service IP Address and Port.

The system displays the IP Address field.

2. Enter the IP Address.

3. Click OK.

The system connects to the Management Service via the IP Address

and Port entered and launches the V4 Client.



Configuring Process Exceptions for the V4 Client

By default, the V4 Client closes any applications that are open when a

session ends. Libraries can choose to create exceptions to this process and

as a result keep configured applications open for use during the next session.

These exceptions can be configured for all connected V4 Clients via the

Management Service preference file or for a specific V4 Client via the Client

preference file located on each Client.

Modifying Process Exceptions at the Management Service

Process exceptions are supported via operating system, so separate entries

must be made for each OS version used by your library. By default, (and as

an example for additional entries), LPT:One is added as an exception for

computers running Windows XP 5.1.

To add additional process exceptions for V4 Clients running Windows XP 5.1,



Service\config\ directory.

2. Open the pcrServer.ewp file using a text editor such as Microsoft


in Notepad.

3. Locate the Process Exceptions preference.

4. This preference starts with the tag “<collection name=>” instead of

the standard “<entry name=” tag.

The following is an example of a Process Exceptions preference:



5. Copy the default “entry name=” line located between the

“<collection>” and “</collection>” tags.

6. Paste the copied line above the <”/collection>” tag for the operating

system so the new exception will be contained between the two

“collection” tags.

7. Modify the pasted text contained inside the double quotes (in the

default, "LPT:One Print Cost Management") to reference the Windows

application title or for a Mac operating system the path of the

application as in the following example. The application title can be

located by going to Task Manager and clicking on the Applications tab

to view all running applications. Locate your application from the list.

8. Do not modify the remaining pasted text.

9. Save the modified pcrServer.ewp file.

10. Restart the Management Service via the Services Utility located in

Windows Administrative Tools.

Adding Process Exceptions for Additional Operating Systems at

the Management Service

If running a V4 Client on a machine running another operating system,

separate exceptions must be configured for each OS. These entries must be

added to the Management Service preferences. To add process exceptions

for an additional operating system, complete the following steps:


Service\config directory.

2. Open the pcrServer.ewp file using a text editor such as Microsoft


in Notepad.

3. Copy the default text located between the “<collection>” and

“</collection>”tags.



See the example below:

4. Paste the copied text into the EWP file.

5. Modify the copied text to reference the additional operating system.

In the example below, the operating system has been modified to

“Mac OS X 10.5.7”.

The following list contains operating system options:

Mac OS

Mac OS X

Windows 2000

Windows 7

Windows NT

Windows Vista

Windows XP


default, "LPT:One Print Cost Management") to reference the Windows

application title or for a Mac operating system the path of the

application.




8. The following example contains two process exceptions for the V4

Clients running the configured version of the Leopard operating

system:

9. Add additional tags as needed for additional operating systems.

10. Save the modified pcrServer.ewp file.

11. Restart the Management Service via the Services Utility located in

Windows Administrative Tools.

Modifying Process Exceptions at the Client

If the library wishes to add additional process exceptions to only specific V4

Clients, additional process exceptions can be added in the Client

configuration file. To specify additional process exceptions for a specific V4

Client, complete the following steps:

1. Go to C:\Program Files\EnvisionWare\PC Reservation\Client

Module\config directory.

2. Open the pcrClient.ewp file.

3. Locate the “Process Exceptions” preference.

4. This preference starts with the tag “<collection name=>” instead of

the standard “<entry name=” tag.

5. This line looks different than the one located in the Management

Service preference file as it does not include an operating system

reference.



6. Copy the default “entry name=” line located between the

“<collection>” and “</collection>” tags.

7. Paste the copied line above the <”/collection>” tag so the new

exception will be contained between the two “collection” tags.


default, "LPT:One Print Cost Management").


10. Save the modified pcrClient.ewp file.

11. Restart the Client Service via the Services Utility located in Windows

Administrative Tools.



Preparing for an Auto-Update of PC Reservation

Auto-update technology is provided with PC Reservation V4 so that FUTURE

V4 releases can be updated automatically. The system DOES NOT support

auto-update from any version of the 3x series to include the latest 3x

version. Nor does it support auto-update from any V4 pre-release version.

Once the latest V4 version of the Client is manually installed using the

installer at the local Client computer or via a silent deployment from a login

script or remote deployment tool, you can use auto-update to deploy all

future V4 Client updates.

When the Management Service is updated to a subsequent release and a

Client update is required, the V4 Clients will automatically update when the

auto update preference is enabled in the Management Service Console.

Understanding Auto-Update

Auto-update runs with system level permissions because it is controlled by

Windows services/Mac daemons. As such an auto-update will be performed

regardless of the restrictions for the logged in user at the Client.

Any rollback software such as DeepFreeze, PCRefresh, or Clean Slate must

be thawed/disabled for the update to persist.

Since the technology for deployment is a web protocol, there are no

connection restrictions that would limit the number of Clients that can be

simultaneously updated.

After the initial manual deployment of the Version 4 Client, PC Reservation

automatically updates by utilizing EnvisionWare System Monitor (ESM). ESM

performs the following tasks when the Management Service is restarted:

Checks the EnvisionWare System Monitor version installed on the

Management Service and compares that to the version installed on

the Client. It also checks the version of the PC Reservation Client

and compares that to the version provided with the new

Management Service.



It then verifies whether the version of each module on the Client

requires an update in order to be compatible with the new release.

Next it checks the auto-update preference on the Management

Service to determine whether this feature is enabled.

If an update to either Client component is warranted, ESM will

begin the auto-update process.

During an update, the V4 Client is stopped to complete the

installation of the update.

o Computers are not managed during this brief period. Auto-

updates should be performed while computers are not in use

by the public.

Upon a successful Client update, the Client restarts and returns to

the ‘Main Screen’.

ESM reports a successful update to the Management Service and

writes to the ‘connectionList’ log file (in the Management Service

directory) that the update was successful.

o If an update is unsuccessful, the Client does not restart and

the log file is updated to note the Client attempted an update

but it was not successful.

After an auto-update check the file to ensure that all Clients are

running the same version.

The same auto-update process is used for both Windows and Mac

installations.



Appendix E – Management Service Restart

The following table details modifications or changes to the system that

requires staff to restart the Management Service.

Modification/Change Location

@Client Reservations Require PIN Management Console, User

Validation Tab

Allow at Client Reservations Management Console, @Client

Reservations Tab

Allow Language switching Management Console,

Appearance Tab

Background color Management Console,

Reservations Stations Tab

Changing Administrator or staff

password

Management Console, Security

Tab

Customer Name (MC License) Customer Center

Default Language Management Console

Description (computer) Management Console

(Appearance)

Foreground color Management Console,

Reservations Stations Tab

Guest Starts with Management Console, Guest

Management tab

Login Requires a Valid User ID to

make a Reservation

Management Console, User

Validation Tab

Login Requires PIN Management Console, User

Validation Tab



Modification/Change Location

Masking User ID

Management Console,

Appearance and User Validation

Tabs

Offline Session length (default/global session length)

Offline User PIN Management Console

Offline Username Management Console

PC Area Name Management Console, Configure

Menu

PIN length Management Console,

Appearance Tab

Process Exceptions Management Service .ewp file

Super User Name Management Console, Security

Tab

System Time Management Console,

Reservation Stations Tab

Time format Operating System

Tracking by Sessions or Minutes Management Console, User

Validation Tab



Appendix F - Windows Group Policy Settings and Other Keystrokes

blocked by PC Reservation V4 Client

The following list displays the options that System Administrators must

manually configure.

Ctrl + Alt + Del Options for Windows XP Pro, XP Embedded, Vista,

2008 Server, and 7

To access and configure Ctrl+Alt+Del Options, complete the following steps:

1. Select Start and Run.

The system displays the Run screen.

2. Enter gpedit.msc.

3. Click OK.

The system displays the Group Policy directory.

4. Double-Click User Configuration.

5. Click the Administrative Templates folder.

The system displays the Administrative Templates folder contents.

6. Double-Click the System Folder.

The system displays the System folder contents.

7. Double-Click Ctrl+Alt+Del Options folder.

The system displays the Ctrl+Alt+Del Options folder contents.

8. Double-Click the appropriate options:

Remove Task Manager – Prevents users from starting Task

Manager

Remove Lock Computer – Prevents users from locking the

system

Remove Change Password – Prevents users from changing their

Windows password on demand



Remove Logoff – Prevents the user from logging off

The system displays the menu options based on the selection.

9. Select either Enabled or Disabled.

By default, if a setting is not configured, the Not Configured button

is selected.

10. Click OK.

OR

11. Click Next Setting.

The system displays the next setting within the Ctrl+Alt+Del Options

folder from the top to the bottom.

12. When all settings are configured, click OK.

The system configures the settings based on the information entered.

PC Reservation V4 Client Blocks the following keystrokes for

Windows:

Windows system key and key combinations

Windows program key and key combinations

Mouse click/keyboard modifier combinations for shell objects

General keyboard-only commands

Shell objects and general folder/Windows Explorer shortcuts

General folder/shortcut control

Windows Explorer Tree Control

Properties control

Accessibility shortcuts



Microsoft Natural Keyboard keys

Microsoft Natural Keyboard with IntelliType software installed

Dialog box keyboard commands

Any additional functionality must be blocked using Group Policies.

Mac blocked Operations by PC Reservation V4 Client

The V4 Client is designed to always block the following Mac operations:

DisableAppleMenu: This flag disables all items in the Apple menu.

DisableForceQuit: Disables the Force Quit window normally

available via Command-Option-Escape keyboard equivalent or the

Force Quit menu item in the Apple menu.

DisableProcessSwitch (Cmd-Tab): This flag disables the Command-

Tab and Command-Shift-Tab key sequences to switch the active

process, and the global window rotation key sequence selected by

the user in the Keyboard preference pane.

DisableSessionTerminate: Disables the Power key window that

comes up when the power key is pressed. Also disables Restart,

Shut Down, and Log Out menu items in the Apple menu.

DisableHide (Cmd-H): This flag disables the Hide menu item in the

Application menu.

Any additional functionality must be blocked using the operating system.

PC Reservation V4 Client Blocks the following keystrokes for Mac

The V4 Client is designed to always block the following Mac keystrokes:

Startup Keyboard Shortcuts

Finder Keyboard Shortcuts

Application and other Mac OS X keyboard commands



Customer Feedback

If you have questions or feedback concerning this publication or need

assistance, please contact us at [email protected].

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