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Sampling the Horizon Information Portal Administration 4.0

Sampling the Horizon Information Portal Administration 4.0. Steven J. Orton Education Services. The Upgrade. Portal Administration is not managed from a browser (New client provides more tools and greater flexibility New Dynix Client (Horizon 8.0 ‘look and feel’)

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Sampling the Horizon Information Portal Administration 4.0

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  1. Sampling the Horizon Information Portal Administration 4.0 Steven J. Orton Education Services

  2. The Upgrade • Portal Administration is not managed from a browser (New client provides more tools and greater flexibility • New Dynix Client (Horizon 8.0 ‘look and feel’) • 7.4 Horizon continues to use the Horizon Client

  3. Horizon 4.0 Client

  4. Changes that will not port over • Tab colors • Tabs or sub-tabs that are links • Multiple search tabs • Style sheet changes • Changes to variables • Changes to wording • Categories • Custom changes to languages • Library Hours

  5. Features that will be coming with 4.1 • Kids HIP • ADA

  6. New “Mind-Set” • Design your portal for guests • Design your portal for empowering your authenticated users • Tabs and Tabs • Globes • Jboss restarting rarely needed • Live examples of HIP 4.0 are now available at : http://library.pittstate.edu/staff/susan/ipac/chip4.html

  7. Installing the Clients • Horizon 7.4 • HIP 4.0 • Java 1.4.2 (Do NOT install or upgrade Java to 1.5)

  8. JBoss • Use some type of Remote Access software to connect to the HIP server to access JBoss. • Run JBoss (HzAppServer40) as a service or in a window. • All 3.0 HIP services are now a component of the one HzAppServer40 service.

  9. When You Must Restart JBoss • Changing any of the Marc Maps in Horizon (to see the changes in HIP) • Changing your Circ Parameters in Horizon • Changing Index Servers or Indexer Setup in Keyword • Searching • Switching portal layouts • Creating a ZServer or making any ZServer changes • Adding “More by” to the full bib • After changing a template guest user in Portal Properties > Branding • Setting up browse scoping (for searching) • Creating an new Search Group

  10. Agency • Agency is a unit or a sub-unit of a library. It may be part of consortium, an independent institution, a branch, or any other division. • An Agency may have sub-agencies • You do NOT need a separate Agency for each location.

  11. Target Setup

  12. Profile Setup • A Profile determines the settings and policies for your Portal. • You do NOT need a separate profile for each Portal. • A 3.0 Profile is not the same as a 4.0 Profile. • 3.0 Profiles = 4.0 Portal Properties. • The Upgrade process creates a separate Profile for each 3.0 Profile. • Consolidate and organize profiles.

  13. Profile Policy

  14. Search SubTab • HIP 3.0 was designed around the Tabset. HIP 4.0 is designed around channels. • The Search SubTab is a channel. • The Search SubTab consists of Search Groups. • You do NOT need a separate Search SubTab for each Portal. • The search tab of the 3.0 Tabset = 4.0 Search SubTab. • The Upgrade process creates a separate Search SubTab for each 3.0 Profile. • Consolidate and organize Search SubTabs. • Eliminate Search Groups that are not being used by a Search SubTab.

  15. Portal Property--Profile • The Profile setting ties the Property to the Profile Policy and the Search Subtab.

  16. Portal Property--General • The General tab controls the entry code. • Use the Open Portal button to launch a Portal

  17. Portal Property--Branding • Contains the path to the logo. • Contains the link text (Library Name).

  18. Portal Properties—Skins (default)

  19. Portal Properties—Skins brushed_metal

  20. Portal Properties—Skins (bluesky)

  21. Portal Properties—Skins (default—dnxuser and dnxguest)

  22. Defining the Portal • Create an Administrator to setup the portal for guests. • Create an Administrator to setup the portal for “logged-in” users. • Assign the Guest Administrator and the User Administrator to the branding for the Portal. • Login as the User Administrator to make custom changes. Save the user as the template user and save the layout. • Restart JBoss. • Login as the Guest Administrator to make custom changes. Save the user as the template user and save the layout.

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