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© 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
EnvisionWare® PC Reservation® 4.3
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
EnvisionWare® PC Reservation® 4.3
4 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 5
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
Preparing for Installation ............................................................................................. 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
Preparing for Installation ............................................................................................. 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
EnvisionWare® PC Reservation® 4.3
6 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 7
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
EnvisionWare® PC Reservation® 4.3
8 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 9
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.
EnvisionWare® PC Reservation® 4.3
10 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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.
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 11
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.
EnvisionWare® PC Reservation® 4.3
12 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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.
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 13
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.
EnvisionWare® PC Reservation® 4.3
14 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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.
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 15
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.
EnvisionWare® PC Reservation® 4.3
16 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 17
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
EnvisionWare® PC Reservation® 4.3
18 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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.
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 19
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
EnvisionWare® PC Reservation® 4.3
20 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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.
EnvisionWare® PC Reservation® 4.3
Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved 21
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
EnvisionWare® PC Reservation® 4.3
22 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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
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(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.
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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
IP> to <insert MANAGEMENT SERVICE IP>
port 80.
Port 9432(dRb): Rule8: Permit TCP <insert PUBLIC PC LAN
IP> to <insert MANAGEMENT SERVICE IP>
port 9432
Port 7801(SIP to ODBC): Note: The Management Console and
Connection Manager typically reside on the
same computer. No rule is required.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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After entering your credentials and clicking ‘Submit’, the system
begins to download your license file as shown in the window below.
If the credentials are valid, the system displays the following
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.
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Not licensed for PC Reservation.
Choosing ‘No’, the system informs you of requirements in the
following window.
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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.
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If the credentials are valid, the system displays the following
message. You may choose to start Management Service and Client
Service respectively.
Demo License Expired.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Choose the option that is applicable for your environment.
The system displays the Management Console Setup Wizard.
4. Read the instructions available on the screen. Click Next> to
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.
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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.
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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.
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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.
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The system displays the Management Service Setup Wizard screen
8. Read the instructions available on the screen. Click Next> to
continue.
The system displays the default installation path. Read the information provided on the screen.
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IF updating, the system detects your existing version and acknowledges this via the installation screen.
9. 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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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Closing the Management Service Console
To exit the Management Service Console, simply close the browser or
browser tab hosting the Management Console page.
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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.
Preparing for Installation
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.
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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.
2. Read the instructions available on the screen. Click Next> to
continue.
The system displays the EnvisionWare User License Agreement screen.
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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.
4. Accept the default path for your installation directory and click Next>
to continue. If the default path is not your choice, click Browse to
locate the optional path.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
Preparing for Installation
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.
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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.
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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.
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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.
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The system displays the Installation completed successfully screen.
10.Click Close.
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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
/com.envisionware.pcresd.plist.
Important! The Client Service must be restarted to reflect the
changes.
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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.
5. Restart the Client Service.
6. Open a Terminal Window.
7. Enter sudo launchctl unload /Library/LaunchDaemons /com.envisionware.pcresd.plist.
8. Enter sudo launchctl load /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.
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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.
6. Restart the Client Service.
7. Open a Terminal Window.
8. Enter sudo launchctl unload /Library/LaunchDaemons
/com.envisionware.pcresd.plist.
9. Enter sudo launchctl load /Library/LaunchDaemons
/com.envisionware.pcresd.plist.
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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.
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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
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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.
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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:
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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:
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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.
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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.
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8. Close the Internet Browser.
The system returns to the desktop.
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.
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See the following example of the background portion of the Idle Screen:
Complete the following steps to customize the Idle Screen background color:
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.
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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.
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7. Delete ‘default’ from the text field. This action removes the default
‘globe’ image and leaves room for the new background color to
display.
8. Scroll down to the bottom of the interface.
9. 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.
10. Close the Internet Browser.
The system returns to the desktop.
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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).
2. Locate the Management Service Console shortcut via the desktop.
3. Click to open the Management Service Console.
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The system displays the user interface.
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.
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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).
6. Scroll down to the bottom of the interface.
7. Click Submit to save your change and commit it to the system.
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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’
button is clicked via the Management Service Console.
8. Close the Internet Browser.
The system returns to the desktop.
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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
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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.
6. Click Save and Close.
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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.
4. Click Save and Close.
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.
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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.
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.
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The system displays the user interface.
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.
The system places the cursor in the text field preparing for an entry.
5. Enter ‘1’ in the text field.
Valid values: 1=Portal Hidden, 0=Portal Displayed
6. Scroll down to the bottom of the interface.
7. Click Submit to save your change and commit it to the system.
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Then the system updates the Client Idle Screen and hides the
Instructions Portal
.
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.
The system returns to the desktop.
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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.
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.
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The system displays the user interface.
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.
The system places the cursor in the text field preparing for an entry.
5. Enter ‘1’ in the text field.
Valid values: 1=Portal Hidden, 0=Portal Displayed
6. Scroll down to the bottom of the interface.
7. Click Submit to save your change and commit it to the system.
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Then the system updates the Client Idle Screen and hides the News Feed Portal
.
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.
The system returns to the desktop.
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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:
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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
Management Service Console.
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.
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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.
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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:
1. Go to the host computer of the Management Modules (Management
Console & Management Service).
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.
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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.
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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.
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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:
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.
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.
6. Close the Internet Browser.
The system returns to the desktop.
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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:
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Complete the following steps to disable this feature for either menu type:
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.
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.
6. Close the Internet Browser.
The system returns to the desktop.
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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.
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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.
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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
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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.
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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.
2. Click on the Management Service shortcut located on the desktop, to
open the Management Service Console.
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.
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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:
1. Go to the Management Service/Management Console host computer.
2. Click on the Management Service shortcut located on the desktop, to
open the Management Service Console.
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
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"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.
The system saves the configuration changes.
7. Close the Management Service Console.
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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:
1. Go to the Management Service/Management Console host computer.
2. Click on the Management Service shortcut located on the desktop, to
open the Management Service Console.
3. Locate and modify the Maximum Hide Interval preference.
4. Click Submit to commit your changes to the system.
5. Close the Internet Browser.
The system allows users to hide their session based on the
configuration the staff/administrator entered.
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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:
1. Go to the Management Service/Management Console host computer.
2. Click on the Management Service shortcut located on the desktop, to
open the Management Service Console.
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.
5. Close the Internet Browser.
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.
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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
Management Service Console.
pcrMgmtSvc_es.ets – Spanish translations for Management
Service Console.
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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.
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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.
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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:
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: Dynamic Windows Profile Mode’ preference
and click in the text field, ‘0’ is the default value.
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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
6. Scroll down to the bottom of the interface.
7. Click Submit to save your change and commit it to the system.
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
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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.
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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.
7. Close the Management Service Console.
The system returns to the desktop.
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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
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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.
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The system displays the user interface.
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.
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The system saves the configuration changes.
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.
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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.
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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.
1. Go to the host computer of the 3x Management Console and the 4x
Management Service.
2. Click the ‘PC Reservation® Management Service Console’ shortcut
to open the configuration browser.
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.
5. Close the Internet Browser.
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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:
1. Go to the host computer of the 3x Management Console and the 4x
Management Service.
2. Click the ‘PC Reservation® Management Service Console’ shortcut
to open the configuration browser.
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.
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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.
The system saves the configuration changes.
6. Close the browser.
7. Access the Management Console’s interface.
8. Click ‘Preferences’.
The system displays the Management Console’s Properties menu.
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5. Click the ‘Guest Management’ Tab.
The system displays the configuration options for Guests
9. Select to ‘Allow Guest Users’.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Top Left
Value 2 produces this positioning.
Top Center
Value 3 produces this positioning.
Top Right
Value 4 produces this positioning.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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’.
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The system displays the menu options.
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.
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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.
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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.
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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.
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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.
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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.
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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
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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:
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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.
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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.
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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.
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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.
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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.
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To configure Proxy-Based filtering for Clients operating within a subnet, VLAN
or similar networking environments, complete the following steps:
1. Open the Management Service Console.
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:
1. Open the Management Console.
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2. Click the Dynamic Filtering Tab.
3. Check the Enable Dynamic Filtering Control check box.
4. Enter the IP Address of the Filtering Appliance in the IP Address of
the Filtering Appliance field.
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:
1. Open the Management Service Console.
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.
6. Open the Management Console.
7. Click the Dynamic Filtering Tab.
8. Check the Enable Dynamic Filtering Control check box.
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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.
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.
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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.
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WPAD File Configurations for wpad_no_internet.dat file
To configure this feature, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management
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.
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WPAD File Configurations for wpad_filtered.dat file
To configure this feature, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management
Service\server_views directory.
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
4. Click save and close the file.
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WPAD File Configurations for wpad_unfiltered.dat file
To configure this feature, complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management
Service\server_views directory.
2. Open the wpad_unfiltered.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_unfiltered.dat file screen.
3. Enter the Proxy Address and Proxy Port.
4. Click save and close the file.
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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:
1. Open the Management Service Console.
2. Open the pcrServer.ewp using a text editor such as Microsoft
WordPad. If using Notepad be sure to disabled the Word Wrap feature
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.
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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’.
The system displays the menu options.
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.
The system returns to the desktop.
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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.
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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.
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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 /
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Client Features 3.5/4.0 4.1/4.2
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 /
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Client Features 3.5/4.0 4.1/4.2
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 /
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Client Features 3.5/4.0 4.1/4.2
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 /
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Client Features 3.5/4.0 4.1/4.2
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 /
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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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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.
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
Logging:
Enabled
Determines if a log file is
generated.
1=On
0=Off
Default Value: 1
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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 will contain
entries for everything
(INFO, WARN, ERROR
and FATAL) except
DEBUG.
When the logging level
is DEBUG, the log
entries will contain
entries for every log
entries listed above
(DEBUG, INFO, WARN,
ERROR and FATAL).
Default Value: INFO
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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
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 Client’s
port.
Default Value: 61969
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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
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
Management Console’s
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
Network:
Management
Console Port
Port number for the Management
Console.
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
Management Console’s
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
Numerical value which
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.
Numerical value which
represents the System
Monitor Port.
Default Value: 30349
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
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
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.
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: Default Value: usePolicy_es.html
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pcrServer.ewp Preference File
Preference
Name
Description Valid Values
Use Policy: fr Used to configure the Computer
Use Policy language for French.
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_fr.html
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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.
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pcrClient.ewp Preference File
Preference
Name
Description Valid Values
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.
Default Value: 61969
Management
Service IP Address
IP Address for the Management
Service
Numerical
value or fully
qualified
domain name
which
represents the
IP Address or
location.
Default Value: 127.0.0.1
Management
Service Port
Port number for the Management
Service
Numerical
value which
represents the
IP Address.
Default Value: 9432
LPT: One Print Cost
Management
Configuration preference to set
exceptions for Windows and Mac
Clients
Skip When
Closing
Default Value: Skip When Closing
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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.
pcrClient.ewp Preference File
Preference
Name
Description Valid Values
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.
Default Value: 61969
Management
Service IP Address
IP Address for the Management
Service
Numerical
value which
represents the
IP Address.
Default Value: 127.0.0.1
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pcrClient.ewp Preference File
Preference
Name
Description Valid Values
Management
Service Port
Port number for the Management
Service
Numerical
value which
represents the
IP Address.
Default Value: 9432
LPT: One Print Cost
Management
Configuration preference to set
programs that are not to be closed
when ending a session
Skip When
Closing
Default Value: Skip When Closing
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204 Copyright © 2000-2014, EnvisionWare Inc, All Rights Reserved
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
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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.
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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,
complete the following steps:
1. Open the Management Service Console.
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.
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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.
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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,
complete the following steps:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management
Service\config\ directory.
2. Open the pcrServer.ewp file using a text editor such as Microsoft
WordPad. If using Notepad be sure to disabled the Word Wrap feature
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:
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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:
1. Go to C:\Program Files\EnvisionWare\PC Reservation\Management
Service\config directory.
2. Open the pcrServer.ewp file using a text editor such as Microsoft
WordPad. If using Notepad be sure to disabled the Word Wrap feature
in Notepad.
3. Copy the default text located between the “<collection>” and
“</collection>”tags.
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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
6. 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.
7. Do not modify the remaining pasted text.
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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.
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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.
8. Modify the pasted text contained inside the double quotes (in the
default, "LPT:One Print Cost Management").
9. Do not modify the remaining pasted text.
10. Save the modified pcrClient.ewp file.
11. Restart the Client Service via the Services Utility located in Windows
Administrative Tools.
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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.
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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.
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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
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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
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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
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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
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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
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Customer Feedback
If you have questions or feedback concerning this publication or need
assistance, please contact us at [email protected].