System Requirements to Operate M3. Windows NT 4.0 SP4 with the Windows Desktop Update component or Windows Me or Windows 98

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1 Installing M3 2-1 INSTALLING M3 2 CHAPTER CONTENTS This chapter explains how to perform a first time installation of the M3 Library Automation System or an upgrade installation for an existing M3 site. Specifically, this chapter describes: The minimum and recommended M3 hardware requirements (page 2-1) How to install Mandarin M3 (page 2-2) How to start the M3 modules (page 2-7) How to access the M3 documentation (page 2-7) Password considerations (page 2-7) Attention: Be sure to read the following section, Before You Install, before beginning the installation process. BEFE YOU INSTALL System Requirements to Operate M3 TABLE 2.1 Minimum Recommended Notes: If M3 is already present on your system, M3 v1.6 must be installed over M3 v1.1 or later. Workstation hard disk requirements are listed in a separate table (Table 2.2). Server Windows 2000 or Windows NT 4.0 SP4 with the Windows Desktop Update component or Windows Me or Windows 98 Windows 2000 Pentium II 300 MHz Pentium III 450 MHz 128 MB RAM 256 MB RAM 400 MB hard disk space (free) 1 GB hard disk space (free) TCP/IP Enabled TCP/IP Enabled Microsoft Internet Explorer 5.0 (For Windows NT, 5.01 SP2) Installation only CD-ROM drive CD-ROM drive Microsoft Internet Explorer 5.5 SP2 or later

2 2-2 Installing M3 Minimum Recommended Workstation Windows 2000 or Windows XP or Windows NT 4.0 SP4 or Windows Me or Windows 98 Windows 2000 or Windows XP Pentium 200 MHz Pentium II 300 MHz 64 MB RAM 128 MB RAM 800 x 600 Resolution 800 x 600 Resolution Ink Jet Printer with postscript Laser Printer with postscript support support TCP/IP Installed TCP/IP Installed Microsoft Internet Explorer 5.0 (For Windows NT, 5.01 SP2) Microsoft Internet Explorer 5.5 SP2 or later Workstation Hard Disk Space Requirements (MB) TABLE 2.2 School Public or Academic Full Install, first-time install Full Install, upgrade Custom Install with ReportTool module Custom Install without ReportTool Up to 90, depending on selected components Up to 90, depending on selected components General Installation Steps These procedures are covered in detail in upcoming sections. 1. Install the M3 Server files. The server files can only be installed onto your server. 2. Install the program files for the M3 client modules (Circulation, OPAC, and so on) onto the individual workstation hard disks. M3 Users Guide, 4 th ed. Mandarin Library Automation, Inc.

3 Installing M3 2-3 INSTALLING THE M3 SERVER Installation Preparation Before you install, verify: You are logged on your system with full Administrator rights, at the server as well as the individual workstations. Microsoft Internet Explorer 5.0 or later is installed on the server. Installation Procedure 1. Navigate to where you saved the server download and double-click M3Server16.exe. 2. In the Choose Setup Language dialog box, select the desired language and click OK. This determines the language of the M3 Server setup and the M3 documentation. 3. In the Welcome dialog box, click Next. 4. In the License Agreement dialog box, review the agreement and click Yes to accept and continue the installation. Or, click No to discontinue. 5. In the Customer Information dialog box, enter the required information and click Next. 6. In the Choose Destination Location dialog box: Click Next to install M3 Server into the default folder location on your hard disk (C:\M3 Server). Click Browse and navigate to the desired folder location. When the desired folder has been selected, click OK, and then click Next. 7. In the Server Information dialog box, type your M3 server s port number, then click Next. 8. In the Customize Global Options - Step 1 dialog box, the path to your M3 Server data displays. (If you have more than one port and you want to configure different default values for each port, select one path in the list now; you will need to rerun the server setup for each port you want to customize.) Click Next. 9. In the Customize Global Options - Step 2 dialog box, select the check box by each feature you want to enable or fill in fields where appropriate. Circulation: Enable History If this is selected, the History tab (in the Circulation Options window), which allows users to view patron and item transaction histories, will be available. Obey Group Hierarchy If this is selected, the group hierarchy will be enforced when adding patrons in Circulation. Add Transaction Fee If this is selected, a transaction or processing fee will automatically be added when items are recorded as lost or damaged. In the Amount box, type the desired fee amount.

4 2-4 Installing M3 Note: The entries SMTP Server Name, Port, and Sender are required to use the notification feature. Tip: You can enter multiple addresses to be cc ed by separating them with commas. Note: These field and subfield entries are required to use the Picture Manager. Enforce Messaging If this is selected, override messages will display in Self-Check mode. Patron Contact Fields: and Phone Select the fields where patron addresses and phone numbers are stored in the patron records. Notification: SMTP Server Name Type the name of your server (for example, mail.mcps.edu). Port Type the port number used for outgoing mail. Sender Type the address you want to appear in the From field in patron notifications sent by the library. NOTE: If you have multiple databases, multiple ports, or scoping, and need to configure more than one Sender , please contact Mandarin Technical Support. cc If you want a carbon copy of patron notifications sent to an address, type the address. (You may want to create a generic address for this purpose.) If left blank, no carbon copy will be sent. Picture Manager: Bib Match Field/Subfield Type the field and subfield you want the Picture Manager to use to match images to bibliographic records. Patron Match Field/Subfield Type the field and subfield you want the Picture Manager to use to match images to patron records. 10. Click Next. 11. In the Start Copying Files dialog box, review the settings you have chosen. If you want to change any settings, click Back; otherwise, click Next. 12. The application installs; this may take a few moments. In the Setup Complete dialog box, click Finish. Proceed with the next section, Installing the M3 Client Modules. INSTALLING THE M3 CLIENT MODULES The M3 client modules should be installed on the individual workstations that will use them. Installation Preparation Before you install, verify: You are logged on your system with full Administrator rights, at the server as well as the individual workstations. Microsoft Internet Explorer 5.0 or later is installed on the workstation. You have quit all applications. M3 Users Guide, 4 th ed. Mandarin Library Automation, Inc.

5 Installing M3 2-5 Note: To change the interface language after installation, see Changing the M3 Interface Language on page 1-7. Note: For instructions on using Picture Manager, see page Installation Procedure 1. Navigate to where you saved the client download and double-click M3Client16.exe. 2. In the Choose Setup Language dialog box, select the desired language and click OK. This determines the language of the M3 client setup, the M3 interface, and the M3 documentation. 3. In the Welcome dialog box, click Next. 4. In the License Agreement dialog box, click Yes to accept and continue the installation. Or, click No to discontinue. 5. In the Customer Information dialog box, enter the required information and click Next. 6. In the Setup Type dialog box, select the preferred installation type: Custom Install Allows you to specify which modules are to be installed at this site. Full Install Automatically installs all M3 core client modules (Cataloging, Circulation, OPAC, Group Editor, Inventory, and ReportTool). It also installs the Barcode Labels, History Purge, Picture Manager, and CleanUp utilities. OPAC Only Installs the OPAC module only. 7. Click Next. 8. In the Choose Destination Location dialog box, either: Click Next to install M3 into the default folder location on your hard disk (C:\Program Files\Mandarin Library Automation\M3). Click Browse. Navigate to the desired folder location, click OK, and then click Next. 9. If you selected Custom Install in step 6, the Select Features dialog box displays. Clear any check box that corresponds to a module you do not want to install at this workstation. Your options are: Circulation Installs the Circulation module. Cataloging Installs the Cataloging module. OPAC Installs the OPAC module. Inventory Installs the Inventory module. ReportTool Installs the ReportTool module. Utilities Installs the Barcode Labels, History Purge, Picture Manager, and CleanUp utilities. NOTE: To limit the utilities, select Utilities and click Change. Clear the check box by any utility you do not want to install, then click Continue. Group Editor Installs the Group Editor module. 10. Click Next. 11. IMPTANT: In the Server Information dialog box, type your M3 server s IP address and port number. Then click Next.

6 2-6 Installing M3 12. The Bulletin Board Configuration dialog box displays. The Bulletin Board is accessed from a button the M3 OPAC. If you want to configure your Bulletin Board now, type your library name, a greeting, and the hours of operation. Then click Next. If you do not want to configure the Bulletin Board now, click Skip. 13. In the Set Program Defaults dialog box, select the check box by each feature you want to enable, and clear the check box by each feature you want to disable. OPAC: Save Holdings If this is selected, then when item records are saved to a file from the Search Results or Bookbag Record List windows, holdings information for each item will be included in the saved file. Print Holdings If this is selected, then when item records are printed from the Search Results or Bookbag Record List windows, holdings information for each item will be included in the printed records. Display Cover Images If this is selected, cover images will display for items that have a picture assigned. Show Browse Window If this is selected, a Browse window will display when a patron searches for a keyword and no matches are found. The Browse window will offer a list of available search terms from which the patron can choose. Scan Barcodes If this is selected, users will be able to enter or scan barcodes into the Bookbag to create a list of items. Show My Account Tab If this is selected, the My Account tab will be visible. Display Patron Info If this is selected, patrons will be able to view their information that is on file with the library (for example, address and phone number). This can be password protected. Show Historical Activity If this is selected, patrons will be able to view their previous library transactions. Circulation: Show Shortcut Toolbar If this is selected, the shortcut toolbar, which contains buttons for commonly-used functions, will display in the main Circulation window. This can later be disabled for the current session by pressing CTRL+T in Circulation. Display Hold Alert Message If this is selected, a message will display when an item is being placed on hold instead of reserve. Cataloging: Strip Empty Fields All fields left empty when a record is saved will be deleted. If you plan to use M3 Authority Control, this option must be enabled. 14. In the Start Copying Files dialog box, review the settings you have chosen. If you want to change any settings, click Back; otherwise, click Next. M3 Users Guide, 4 th ed. Mandarin Library Automation, Inc.

7 Installing M3 2-7 Tip: During installation, M3 creates a Mandarin M3 desktop folder containing shortcuts to the installed applications. 15. The application installs; this may take a few moments. In the Setup Complete dialog box, click Finish. If you are prompted to restart your computer, you can do so now or later. STARTING M3 To start the individual modules of M3, either: Double-click the Mandarin M3 shortcut on your desktop, then double-click the desired module. On the taskbar, click the Start button, select Programs, select Mandarin M3, and then click the desired module. ACCESSING M3 DOCUMENTATION Note: You must have Adobe Reader installed to view PDF files. The M3 Users Guide and M3 Daily Use Handbook are included in the M3 installation as PDF files. To open these documents, click the Start button, select Programs, select Mandarin M3, select Documentation, and then click the desired document. PASSWDS Password Setup The default logon sequence for the Cataloging, Circulation, Group Editor, and Inventory modules is: Login name: admin Password: boca raton For security reasons, it is recommended that you change this password immediately after initially logging on. Modifying Patron Barcodes and Passwords Patron barcodes, as well as patron passwords, reside in patron records. You can access and modify patron barcodes and passwords in the M3 Cataloging module. To modify, follow the procedure in Editing a Patron Record on page NOTE: Any patron record assigned to a patron group that has access privileges to the Cataloging, Circulation, Group Editor, or Inventory modules MUST have both a login name and a password.