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Installing Textbook Tracker Clients

Technical Note Summary:

The purpose of this technical note is to assist librarians with the installation of the Textbook Tracker Workstation.

What is a client?

In terms of computer systems a client is a computer which requests the services of another computer. The computer that provides those services is often called a server.  In Textbook Tracker, the server is called the Data Station.  The Data Station houses the data and is able to perform all functions.  Clients are able to access and manipulate the data over the network, provided that the Data Station computer is on and running Textbook Tracker.

NOTE:  CLIENTS MAY HAVE THEIR ABILITY TO ACCESS OR MANIPULATE DATA LIMITED BY LOGIN AND SECURITY OPTIONS SET ON THE DATA STATION.

Unlike Alexandria, which supports both Workstation and Researcher clients, Textbook Tracker supports only Workstation clients.  Textbook Tracker is designed to service textbooks and similar materials. Since the materials are assigned to the patron based on courses and curriculum rather than patron requests, there is no need to support a patron research station.

Preparing to Install

In Textbook Tracker v3, clients may be installed using a web browser.  Prior to installing clients through a web browser, some data must be gathered about the Data Station and the machine the client is being installed on.  This information includes:

·      The IP address of the data station.

·      The port Textbook Tracker is transmitting on for web access.

·      The version of Textbook Tracker.

·      The name of a Textbook Tracker user of Institution Administrator security level or higher and that user’s password.

·      The system specifications of the computer the client is to be installed on, which should be verified prior to installation.  The system requirements can be found on the update page on http://www.textbooktracker.com.

·      The name and version of the web browser of the client computer.  This information is not essential to installation, but may be required for help from the Technical Support Department.

·      The version of Java used by the web browser on the client machine.

Most of the information about the Data Station can be found by running the System Analysis report.  To run the System Analysis, from the Data Station, click on Reports and then Special Reports.  Change the Report Name to System Analysis and click on Print.  The report will print to screen, but for future reference it may be helpful to print the report by clicking on File and Print.

The version number of Textbook Tracker will also appear near the top of the report (Figure 1).

textbook tracker management

Figure 1 – System Analysis.

The IP address of the Data Station can be found near the bottom of the report (Figure 2).

 textbook tracker management

Figure 2 – System Analysis.  

To prevent unauthorized installation of a Workstation, when installing via a web browser, a valid Textbook Tracker username and password must be provided.  This information can be found on the Data Station in the Administration preferences.

On the Data Station go to Edit and then Preferences and then select Administration and Global from the drop down menus at the top of the Preference window.

textbook tracker management

Figure 3 - Administration Preference.

If there are no users, one must be added that has a Security Level of at least Institution Administrator.  If a user already exists, but the password is unknown, simply double click on the username and change the password and confirmation password.

NOTE:  REQUIRE USER LOGIN DOES NOT NEED TO BE ENABLED TO INSTALL CLIENTS.

To find the port Textbook Tracker is broadcasting on, go to Edit and then Preferences, change the first drop down menu to Web and the second (if applicable) to Global.  The port number will be listed, which by default is 80.

In order to install through a web browser, the browser must support Java plug-in 1.4 or higher.  Most browsers support Java, however older versions of browsers may not support the latest versions of Java properly.  To install Java, visit http://www.java.com/en/download

NOTE:  JAVA IS A SUN MICROSYSTEM, INC. PRODUCT, AND IS NOT AFFILIATED WITH COMPANION CORP.  ALL LICENSING, INSTALLATION AND SUPPORT QUESTIONS MUST BE DIRECTED TO SUN MICROSYSTEM, INC.

Installing Clients through a Web Browser

On the computer that will become a WorkStation client, open a web browser. Type http://XXX.XXX.XXX.XXX:YYYY/install.  In this case XXX.XXX.XXX.XXX represents the IP address of the Data Station, and YYYY represents the port that Textbook Tracker is broadcasting on.  Web browsers operate on port 80. If Textbook Tracker’s Web Preferences are set to port 80, the colon and port number (YYYY) are not needed.  Instead use http://XXX.XXX.XXX/install.

NOTE:  THE WORD “INSTALL” SHOULD BE ENTERED IN LOWER CASE LETTERS.

If an applet error message appears, it is likely that Java has not been installed properly.

An authorization screen may appear.  Authorization must be granted before the installation page will finish loading.  To install the Workstation client, click on the Textbook Tracker Install button.  Next, fill in the User name and Password fields and click on Login.  The client software will begin to transfer.

textbook tracker management

Figure 4 – Web Installer Page.

Several files must be transferred.  The files will be transmitted one at a time.  The status bar will show the name of the file being transferred and the progress of that file.

The installation will create a folder on the desktop called “Textbook Tracker” which will contain all the client software.  The application will be called “Textbook Tracker WS.”  The Textbook Tracker folder may be moved to any location on a local hard drive.  Shortcuts and aliases can be created from the applications and placed on the desktop or another convenient location.

Additional information about installing clients may be found in the Textbook Tracker User’s Manual.  If you have any questions, please contact Technical Support by phone at 1-800-347-4942 or send email to support@companioncorp.com

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