South Dakota Library Network

1. South Dakota Library Network MetaLib Management Basics IP Ranges / Proxy Servers South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD 57799 www.sdln.net © South Dakota Library Network, 2010 ©Ex Libris (USA), 2009 Modified for SDLN Version 4.3

2. MetaLib IP Ranges / Proxy Servers Portal Administration From the MetaLib Main menu, select Portal Administration to display the General tab

3. MetaLib IP Ranges / Proxy Servers Navigation Bar Click IP Addresses in the navigation bar

4. MetaLib IP Ranges / Proxy Servers IP Addresses page

5. MetaLib IP Ranges / Proxy Servers Introduction – IP Ranges The IP Addresses page allows administrators to assign default profiles to unsigned users that access the MetaLib User Interface (/V). For example, users that access the UI from within the campus network receive a default profile of <Portal>-<LNG>-IN, while others receive the profile <Portal>-<LNG>-GUEST.

6. MetaLib IP Ranges / Proxy Servers IP Addresses page • This page contains the following sections: • Create a New IP Range — allows you to add a new IP range for • the specified institution • List of Defined IPs — displays the list of IP ranges that are • defined for the specified institution • In addition, you can perform the following actions on each IP • range: • <E> — Modifying an IP Range • <D> — Deleting an IP Range

7. MetaLib IP Ranges / Proxy Servers Creating an IP Range • Select an Institution from the drop‐down menu on the IP Addresses page • In the Create a New IP Range section, use table below to enter the fields • Click SUBMIT to create the IP range • The new IP range displays in the List of Defined IPs section

8. MetaLib IP Ranges / Proxy Servers Edit an IP Range • Select an institution from the drop‐down list on the IP Addresses page • From the List of Defined IPs section, click the <E> action that displays • next to the range that you want to edit • The Edit IP page displays • Use table on slide 7 to update the fields as needed • Click SUBMIT to save your updates • Otherwise, click CANCEL to return to the IP Addresses page

9. MetaLib IP Ranges / Proxy Servers Delete an IP Range • Select an institution from the drop‐down list on the IP Addresses page • From the List of Defined IPs section, click the <D> action that displays • next to the range that you want to delete • The Delete IP Range dialog box displays • Click OK to delete the selected IP range

10. MetaLib IP Ranges / Proxy Servers Introduction – Proxy Servers • Institutions with proxy servers can configure their proxy servers to • work with MetaLib via the Management Interface. Proxy servers are • used in the following ways: • To link to the native interface of resources using HTTP access • For MetaLib searches in remote resources • From the Proxy Management screen , you can perform the • following actions: • Add a new proxy by clicking the ADD PROXY button, which displays • the Proxy Details page • Edit an existing proxy by clicking the E button next to the proxy that • you want to modify • Delete a proxy by clicking the D button next to the proxy that you • want to delete

11. MetaLib IP Ranges / Proxy Servers Intitutional Settings From the MetaLib Main menu, select Institutional Settings to display the General tab

12. MetaLib IP Ranges / Proxy Servers Navigation Bar Click Proxy in the navigation bar

13. MetaLib IP Ranges / Proxy Servers Proxy Management page

14. MetaLib IP Ranges / Proxy Servers Configuring Proxy Servers • MetaLib supports the use of proxy servers for the following purposes: • To allow users to link from MetaLib to the native interface of resources via the institutional proxy server. This means that MetaLib forwards URLs to the siteʹs proxy server so the proxy server can redirect them to the target resource • For performing MetaLib searches via a local proxy server. This is especially important in a consortia environment, where the MetaLib server is located in one of the institutions of the consortia. In such cases, searches can be channeled via the relevant local institutional proxy server, enabling vendors to identify the institution from which searches are performed. Use of a proxy server for the link‐to‐native interface purpose can be controlled at the resource level by setting the proxy server flag in the IRD record and also by IP ranges. The use of a proxy server for search purposes can be controlled only at the resource level. • NOTE: The use of the search proxy server in MetaLib is supported for the HTTP based resources only.

15. MetaLib IP Ranges / Proxy Servers Configuring Proxy Servers To access the proxy details page, click the ADD PROXY button or the E button next to a specific proxy on the Proxy Management page to add or modify a proxy configuration, respectively.

16. MetaLib IP Ranges / Proxy Servers Configuring Proxy Servers - Parameters • For each proxy, add the following parameters if they apply to your • configuration: • Status ‐ A/I (Active / Inactive) • Used for ‐ Link to Native or Search • Type ‐ EZPROXY, EZPROXY‐SSO, EZPROXY‐TICKET, WAM, and SQUID • Filters ‐ IRD_SELECTIVE, IP_SELECTIVE, and LOCK (see slide 17) • Hostname:Port ‐ Maximum length 200 characters • Username ‐ Used for EZPROXY • Password ‐ Used for EZPROXY • Verification ‐ Verification of the password parameter • Notes ‐ Maximum length 200 characters

17. MetaLib IP Ranges / Proxy Servers Configuring Proxy Servers - Filters IRD_SELECTIVE: The proxy server should be used selectively. In this case, the system checks the flag in each IRD record to determine if the proxy should be used. The proxy server is used only if the Proxy Server Flag is set to Y in the resourceʹs IRD record for link to native interface using the proxy server, or if the Search Proxy Server Flag is set to Y in the resourceʹs IRD record for search using the proxy server. IP_SELECTIVE (used only for Link to Native proxies) This indicates that the proxy server is used selectively. The system checks the IP of the user. The proxy server is used only if the user is outside the IP ranges defined in the ./vir00/tab/ proxy_<institution>.config table. LOCK (used only for Link to Native proxies) This indicates that the users should be directed to the proxy server for the resources they are authorized to use.