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The iPortal EZProxy Solution

The iPortal EZProxy Solution. Contents. Concept Implementation Display Options iPortal Configuration EZProxy Configuration Current Development Status. Concept.

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The iPortal EZProxy Solution

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  1. The iPortalEZProxySolution

  2. Contents • Concept • Implementation • Display Options • iPortal Configuration • EZProxy Configuration • Current Development Status

  3. Concept • Libraries have subscription electronic resources that restrict access to a range of valid IP addresses only. These ranges typically exclude all but those in actual use by the library so patrons outside the library’s physical area do not have access to the resources. • Hundreds of electronic resources are available and the library must manage, report on, and configure access to each one it holds a subscription for. The Problems:

  4. Concept • A comprehensive package of software that solves the complete spectrum of a library’s subscription resource problems. • Resource linking integrated into the iPortal for enhanced display and configuration options. • Personalization for specific categories of patrons to better focus a library’s resources to the needs of their users. • Includes an access management tool, reporting modules, and management software all available using the Internet. • Utilizes the EZProxy server and integrates EZProzy configuration into the overall access management tool. The iPortal Solution:

  5. Implementation Architecture: Library’s iPortal Inside Library Outside Library External Resource Proxy Server

  6. Implementation • iPortal 42.13 and up • EZProxy proxy server • External Database Management and Access Utility • Infostation Statistics Module Software Components:

  7. Implementation • Useful Utilities www.usefulutilities.com • Cost $495 per license • Sun Solaris, Windows, and Linux only • Support: http://www.usefulutilities.com/support/ • Unofficial User Group: http://www2.potsdam.edu/ezproxy/ EZProzy proxy server:

  8. Display Options Directives (42.13 build notes): • EXTERNAL_DATABASE_PATRON_FAVORITES • extra_screens/patron_logged_in_form.html • EXTERNAL_DATABASE_ALL_FAVORITES • None (common_files/sidebar.html) • EXTERNAL_DATABASE_PATRON_FULL_LIST • extra_screens/externaldb.html • EXTERNAL_DATABASE_ALL_FULL_LIST • extra_screens/externaldb.html • LINKTO_EXTERNAL_DATABASE_FULL_LIST • common_files/headerLevel2.html

  9. Display Options • extDbFullListTable • Controls outer table for each full list • extDbFullListTh • Controls the table header cells of the full list • extDbFullListTd • Controls the data cells of the full list Cascading Style Sheet Controls:

  10. Display Options Cascading Style Sheet Controls: extDbFullListTable extDbFullListTh extDbFullListTd

  11. iPortal Configuration • XML configuration file • externalpatrons.xml • DTD validation file • externalpatrons.dtd • Settings and Strings • Default installation Overview:

  12. iPortal Configuration • <patrons> • <patron> • type attribute • <externaldb> • id attribute • <link> • <linklabel> • lng attribute • <newwindow> XML configuration file tags:

  13. iPortal Configuration • <position> • <favorite> • <description> • lng attribute XML configuration file tags cont.

  14. iPortal Configuration • Settings (chameleon.conf) • ExternalDbXmlFile • Strings • ExternalDbLangErrorMessage • ExternalDbFavoritesMessage • ExternalDbFullListMessage • ExternalDbPatronFullListMessage • ExternalDbLinkColumnHeader • ExternalDbDescriptionColumnHeader • Skin Strings • viewExtDbs Settings and Strings:

  15. EXProxy Configuration • ezproxy.bin • Distribution file • ezproxy • Actual binary • ezproxy.cfg • Database configurations • ezproxy.usr • User authentication info • ezproxy.log • docs directory EZProxy Files:

  16. EXProxy Configuration • Need EZProxy license and all external resource information • Download ezproxy.bin • mv ezproxy.bin ezproxy (chmod if needed) • ./ezproxy –m • Missing file replacement • ./ezproxy –c • Test command • ./ezproxy –k ******* • License command EZProxy Installation:

  17. EXProxy Configuration • ./ezproxy • Startup scripts • www.usefulutilities.com/download/linux.rc • www.usefulutilities.com/support/contrib/debian.rc Running EZProxy:

  18. EXProxy Configuration • Holds external resource information • Commented with examples • Tags • Title: Label for menu if needed • URL: Main entry URL for site • Domain: Domains used by the site (can be multiple) • Major Vendor Issues and Examples • www.usefulutilities.com/support/db/ EZProxy ezproxy.cfg file:

  19. EXProxy Configuration • Holds user authentication information • Commented with examples • username:password:options layout • iPortal uses different combination for each database EZProxy ezproxy.usr file:

  20. EXProxy Configuration • Web server log file layout • Open source log file analyzers EZProxy ezproxy.log file: EZProxy docs directory: • HTML files for demo • Administration web pages

  21. Current Development Status • Completed and Tested • iPortal display and configuration • EZProxy integration • Under Development Now • Management software and access tools • Projected 42.18 DIPO • Future Development • Reporting Modules (currently in design)

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