How To Install Symphony On A Windows 7 Or Vista (For Free) On A Microsoft Workstation (For A Non-Free) Or A Windows 3.5 (For Non-Profit) (For

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1 Symphony PC Workflows Installation Instructions Updated August, 2013 Table of Contents Pre-installation Information 2 A. Minimum workstation requirements 2 B. Operating System Requirements 2 C. Setting Permissions 2 D. Installation Options 3 E. Windows / Vista machine settings 3 Installation Instructions 4-6 Complete the process A. Set Toolbar 7 B. Set Preferences 7 C. Set print filepath 8 Uninstalling Symphony Workflows Client 9

2 Pre-installation Information Note: On workstations running the WorkFlows Java TM client, SirsiDynix recommends setting the virtual memory association to equal twice the amount of physical memory, at minimum. Please work with your PC administrator to check the virtual memory setting on each workstation running the WorkFlows Java TM Client, and increase the memory if necessary. A. Minimum Workstation Requirements: Network card Processor requirements: o o Intel processors required for MACs Microsoft Windows 2000/XP with Services Pack 2 installed or later. 100 MB hard disk space available for applications Single 800 Mhz (1.4 Ghz Pentium IV recommended or later recommended) 1 GB RAM memory minimum (2 GB recommended if using Windows Vista / 7) 1024 x 768 or higher screen resolution (1152 x 864 recommended) Because support for Windows 7 is new, if you find problems, you must include instructions to replicate the problem and/or screen shots to help describe the issue. B. Operating Systems: Users must be using one of the following operating systems (or later) to install the Java Workflows Client: If the Operating Software or hardware you are using is not included below, SirsiDynix does not support it. Windows XP/Vista/7 (PC) OSX Leopard or Later on MAC/Intel Machine C. Setting Permissions ALL users MUST be able to store files in the installation directory AND in the documents and settings directory. 1. Change permissions to Workflows application folder to Read/Write and Execute on the following locations: c:\program Files\Sirsi (XP) c:\program Files (x86)\sirsi (Windows 7 and Vista) c:\documents & Settings\(loginuser)\Sirsi c:\users\(loginuser)\sirsi Test the permissions by doing the following: Logoff of the computer and login as a "normal" or "unprivileged" user. Start Workflows and Login to an instance Click the 'Reports' tab Click the 'Report Session' link on left Check the 'Notify Owner when report is finished' option. Click 'OK' Close WorkFlows. You will be prompted to save your changes. Click 'Yes'. Restart Workflows and Login in to an instance. Check to see that the checkbox is now checked. If it is, the permissions are OK. Uncheck the box and click 'OK. Exit workflows. If the checkbox is NOT checked, permissions are not set properly. Please reset the permissions as described in the #1. If you continue to have difficulties setting permissions, ensure the UAC is turned off in Vista or Windows 7. Updated August 2013 Page 2 of 10

3 D. Installation Options for Windows Users NOTE: INFOhio recommends Option 1, it offers the option with the least chance of installation problems and does not require administrator involvement after the initial installation. Option 1: Installed under library user account: Each library user with *administrative privileges* can download and install the client, eliminating the need for an administrator to perform any further updates or installations. If the tech person prefers to do the installation, he can logon to the machine as each user and perform the installation. Option 2: Installed under an administrator account that is not used as a library account. An administrator with the ability to install and set privileges on the machine can install the client for the other users and set permissions on the client that will allow all the other users to run/share that installation. This option requires the administrator to perform the client updates. NOTE: Often this will necessitate the uninstallation and reinstallation of Workflows. E. Windows Vista or Windows 7 Machines If you are using Windows 7 or Windows Vista, you will need to turn off "User Access Control." This is done differently depending on which operating system you are using, so please follow the steps below to turn off the User Access Control (UAC): Windows 7: Go to the control panel, click 'User Accounts', 'Change User Account Control Settings', Slide the slider to the bottom to "Never Notify", click 'Apply'. NOTE: You MUST restart your computer after this change. Windows Vista: Go to the control panel, click 'User Accounts and Family Safety', 'User Accounts', 'Turn User Account Control on or off', Uncheck 'Use User Access Control' checkbox and click 'OK'. NOTE: You MUST restart your computer after this change. Updated August 2013 Page 3 of 10

4 Installing the Symphony Workflows Client Note: These instructions assume you are installing the Symphony client for the first time. If this is not the first time you have installed the Symphony client, you may perform an upgrade which takes less time. Please refer to INFOhio Updating Workflows documentation for upgrade instructions: 1. Download the Symphony Workflows Client The current WorkFlows Java client is available for ITC and library staff to download: user name - library / password - book Right Click on the "Download" link for the Symphony Workflows Client (PC) (see image below) and choose Save Target As (Internet Explorer) or Save Link As (Firefox/Safari) to save the file on your computer. Saving the file on your desktop will make it easier to locate. Updated August 2013 Page 4 of 10

5 2. Double click on the file to unzip the contents and start the installation. After verifying that the build number matches the build number sent by your ITC, follow system prompts to accept all defaults. A message may appear stating "custom.jar found, not written". This is normal. Message appears Install will now launch Workflows Client. Click OK. 3. Configuration screen displays: Complete the Host and Port information. NOTE: If IP address and Port are unknown, contact your ITC. Check Show this window on next startup. Do not change any other default settings. Click the OK button at the bottom of the window. Enter your User ID and PIN. NOTE: If login is unknown, contact your ITC. Host: Port: User ID: Pin: 4. Click OK. You will be prompted to update. Click Yes. Updated August 2013 Page 5 of 10

6 If this is a new install, you may see the message shown below. If you do, it means your copy of Workflows is up-to-date and it is not necessary to do the additional update. You can click 'No' to abort so you don't have to go through the update process. 4. Message Staff client is exiting restart to install Click OK. You do NOT need (at any time) to restart the computer, just restart Workflows when prompted to restart. 5. Message Setup has finished installing Workflows on your computer. Click Finish 6. Click the WorkFlows icon on your desktop again. It will automatically perform additional updates. Select next, yes to accept defaults. 7. Message: Install will now launch Workflows Client Click OK. 8. Configuration screen appears, click OK; login as above. NOTE: Continue to update the software until you are NO LONGER prompted to update. If prompts DO NOT stop, report to the ITC staff. 9. Select Help/About from the top menu bar. Confirm that the date/version number matches that provided by your ITC. 10. The INFOhio logo should appear at the top right-hand corner of the screen. (If this is not the case, please contact your ITC). 11. From the top taskbar, select Preference/Desktop/Desktop setup verify that Multiple windows mode is checked. 12. Close Workflows (then restart Workflows) for this setting to take effect. As you close Workflows, the message The software was successfully installed will display. Click close. Updated August 2013 Page 6 of 10

7 Complete the Process A. Click the toolbar name that displays, it will be the toolbar identified with the user login access. This will update the menu options. B. Set Preferences From the Menu Bar: 1. Click Preference 2. Desktop 3. Desktop Setup On the Themes drop down menu: 4. Select the theme or color you prefer. NOTE: Never select Classic!! 5. Verify Multiple Windows mode is checked. 6. Place a check by tabbed windows mode. 7. Click OK. 6 4 Updated August 2013 Page 7 of 10

8 C. Set the print filepath. More detailed directions are in the Sirsi Manual Instructions, Sec Go to the Report and Notices wizard group > Report Session wizard In the Application to view reports field, use the gadget and navigate to: C:/Program Files/Microsoft Office/Office## (this will vary look for Office 12, Office 10, etc). You ll see a lot of file names. Scroll to the right and double-click the WINWORD icon (look for the blue W). You will be returned to the Session Settings window. Repeat for Application to print reports. Click OK at the bottom. D. Exit WorkFlows by clicking on the X in the upper right corner of the screen. If prompted to save property changes, select Yes. If prompted, DO NOT save any changes to the server. Contact ITC Staff! Additional information, if needed: Set Workflows to Run as Administrator (Resolves the problem with viewing reports from Workflows and not being able to save reports when using MS Office or MS Office menus not being available) Step 1: Right Click on your shortcut and choose Properties Click on shortcut tab Choose advanced Checkmark Run as administrator Click on OK on the Advanced Properties window Click on Apply and then OK on the Workflows Properties window Updated August 2013 Page 8 of 10

9 Step 2: In Windows Explorer, go to: C:\Program Files\Sirsi\Jwf\JRE\bin Right click on the javaw.exe file and choose properties Choose the Compatibility tab Checkmark as shown: Updated August 2013 Page 9 of 10

10 Uninstalling Symphony WorkFlows Client (PC) 1. From the computer s Control panel, select the Add/Remove Programs utility (XP) or Programs & Features (Windows Vista/7). 2. Use the utility to remove the Java WorkFlows program from the computer. 3. Afterwards, delete the folder C:\Program Files\Sirsi (or C:\Program Files\Sirsi) and any remaining contents. 4. Delete the folder C:\Documents and Settings\(loginuser)\Sirsi (Windows XP) or C:\Users\(loginuser)\Sirsi (Windows Vista/7). Updated August 2013 Page 10 of 10