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InfoTrac CPS Client
Application Instructions for System Administrators VMS Client Download and Installation Instructions This page is under construction; please write james.knight@galegroup.com if you have questions about VMS client installations. |
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| Overview | The InfoTrac EF client for VMS is
an application suite that runs on a library's VMS host and allows users access to the
InfoTrac databases using character-mode terminal devices (e.g., OPAC terminals or PCs
connected to the library's WAN via non-TCP/IP dialup connections). The programs represent
the client-side component of the application's client-server architecture; the EF client
communicates with The Gale Group (TGG) servers over the internet. Thus, the client's host
must be a node on the internet and able to communicate with TGG servers directly. If the
host resides behind a firewall, care must be taken that ports above 5000 be open for the
client to communicate with the servers. The program works with a variety of terminal types and emulators (see note 1 below). Most common OPAC terminal types are supported, including Wyse native and AddsVP emulation, and DEC VT. The InfoTrac EF client for VMS is available for both VAX and Alpha platforms. The program sets are available as VMS compressed tape archives from our FTP server at The current builds for each platform are listed below. Detailed instructions for download, installation and configuration are also included. Support for the VMS implementation of the EF client is available at
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| Location code(s) | Before starting, it is useful to
identify the site's location code(s). This code is used to launch the application from the
user's shell or startup script. If more than one site is using the InfoTrac EF client, it
is likely more than one profile, and thus, location code will be used by as many separate
user accounts. To obtain the location code(s) needed to run the InfoTrac EF client, contact the installation support group, at 800 877 4253, or the technical support desk at 800 227 8431. If you are upgrading an earlier installation of the client, you may be able to identify these location codes by reading the file
where <nnn> is the client version currently being used. We recommend simply copying this file to the new [..itefdata] directory after the upgrade is complete. |
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| The administrator account | The InfoTrac EF client programs should be installed in their own directory. A separate VMS user account for client administration should be created, and the client installed in that account's home directory. If diskquotas are enabled, the account will require ~25K blocks. The account also requires TMPMBX and NETMBX privileges. | |||||
| Download and install the backup saveset | The installation requires
approximately 8K blocks of disk space. After logging onto the site's host using the TGG administration account, connect to TGG's FTP server and download the backup saveset:
Any local filename can be used; in the examples below, we use itef260b.sav. Extract the saves as follows;
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If the customer
is using UCX (instead of Multinet), the saveset may have been damaged during download.
Correct the saveset blocksize before extracting. First, rename the saveset:
Locate and copy any text file that is available in the directory as a backup saveset. E.g., use the ftp log file:
Then, copy the renamed saveset over the new saveset with the correct block size:
Using the fixed saveset, proceed with step (f) above. |
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| Install the client programs | Continue with the installation by
setting file permissions and updating device references in startup programs. In the
examples below, the home directory is [IAC]:
Set the default directory to the first subdirectory created by the current saveset, and delete setup.com
If the IAC directories reside on a device other than SYS$SYSDEVICE, edit the ITEF_STARTUP.COM and ITEF_PROCESS_LOGICALS.COM, substituting the string SYS$SYSDEVICE with the correct device name. References to the home directory may also require adjustments. For example, check the current device using the show default (sho def) command:
After editing the files, purge original versions:
Move the ITEF_STARTUP.COM and ITEF_PROCESS_LOGICALS.COM files to the executables directory, and set as the default directory:
There are multiple itef*.exe program files installed in the [...itefexe] directory. On a VAX or Alpha, running Multinet, only itef.exe is required; the remaining .exe files may be deleted:
On a VAX or Alpha running UCX (instead of Multinet), use the itef_ucx20.exe program file
Define process logicals for testing by executing the ITEF_PROCESS_LOGICALS.COM program:
Change the default directory to configure the userlist.txt file
If an earlier version of the InfoTrac client is installed on the current host, copy the userlist.txt file from that version's [...itefdata] directory. E.g.,
Otherwise, edit the current userlist.txt file to remove extraneous entries and add, as needed, additional entries using the system's account names and InfoTrac location codes (see complete explanation below). |
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| Using the InfoTrac EF program | The InfoTrac program is launched
using:
Before releasing the program to users, testing can be done using
The TGG administration account should not be distributed to the general public. It is intended to be a maintenance account. You will notice that the software has a print command ("P"). InfoTrac will print either the highlighted citation, a list of marked citations, or the fulltext of an article to what it believes is the locally attached slave printer of a dumb terminal. This print can be redirected to network printers at the customer's discretion. InfoTrac can also be configured to send twenty linefeeds at the end of each print job, a form-feed at the end of each print job, or no paper-motion command at the end of each print job. Printing support is implemented via TERMPRN values. The TERMPRN options are listed below. In the VMS versions of InfoTrac they are implemented as logicals and can be defined at either the process or system level.
The InfoTrac executable (ITEF.EXE) expects three parameters: userclass, keymap, and location. These parameters are all contained in the IAC_ITEF_DATA:USERLIST.TXT file. The first line of the file looks like:
If the VMS username assigned to the user that is executing InfoTrac is not contained in the file, then the default configuration identified by the iac$user_default user will be used. If other values for userclass, keymap, or location are desired, additional lines can be added to the file for the appropriate VMS username. Userclass specifies the delivery permissions of the particular invocation. Recommended values are a, b or c. Note that current implementations have rendered userclass codes roughly synonymous; userclass 'a' is recommended. The keymap specifies the mapping between keyboard keys and InfoTrac functions. The 'genericv' keymap maps nearly all functions to printable characters, including "[" for page-up and "]" for page-down. By editing the text file IAC_ITEF_DATA:USERLIST.TXT you can substitute the word 'genericv' for otherkeymaps, such as 'vt200' or 'vt200f11'. The vt200 keymap is designed for DEC VT terminals that have the label on the keyboard identifying various function keys, such as "Esc" for F11. The vt200f11 keymap is designed for DEC VT terminals that do not have this lable. All keymaps are housed at the server. Custom keymaps can be created.
The location ID indicates to InfoTrac the location and library affiliation of the patron. The acceptable location identifiers for your library will be provided by TGG (see above). We use the location to separate individual database subscriptions and holdings. The software can be executed directly from the DRA ONLINE_CATALOG, NISO, or INFORMATION_GATEWAY programs. For ONLINE_CATALOG and NISO access to InfoTrac,you need to add two logicals to DRA_SITE:PAC_CONFIGURATION_LOGICALS.COM:
With the above logicals defined, you can enter "CHOOSE IAC" at the ">>"prompt in DRAPGM:NISO.EXE or "IAC" at the ">>" prompt in DRAPGM:ONLINE_CATALOG.EXE to launch InfoTrac. To configure access from INFORMATION_GATEWAY, you need to modify the DRAIG_PROFILE_FILE to add an option to execute InfoTrac from either the options or the databases menu. The following is an example of what the "DATABASES" section of the file might look like (don't forget to increment the number by the word "DATABASES" by one).
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| Holdings | Previous versions of the InfoTrac
EF client (i.e., before v2.5x) required that the library's holdings file be uploaded to
the [iac.itefxxx.itefdata] subdirectory on the client's host (for more on creation and
maintenance of holdings see InfoTrac EF
Journal Holdings). Current versions of the EF client do not support locally hosted
holdings files. Instead, holdings files should be uploaded, using a web browser, to the
InfoTrac servers:
A password is required and can be obtained by contacting the support desk at 800 227 8431. |
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| Questions about the information in this document should be directed to james.knight@galegroup.com. | ||||||