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SUMMARY

The following instructions detail how to install and setup ISO ILL on an ILLiad server.

INSTALLING THE JAVA RUNTIME

The OpenURL Service requires Sun Microsystems Java Runtime Environment (JRE) 1.3.1 or 1.4.0 (recommended).

First, check to see if this file is available for installation in your Admin folder of the ILLiad share on the server. For example, the default 1.4 version is named: j2re-1_4_0_01-windows-i586-i.exe. If the file exists, you can install it by double-clicking on it, accepting the defaults as it installs.

If the file does not exist in the Admin folder, you can download the latest JRE version from http://java.sun.com/j2se/1.4/download.html– Download the version appropriate for you, for example “Windows (U.S. English only).” Once again, you can install the file by saving it to a location on the hard drive (the Admin folder of the ILLiad share is recommended) and double-clicking on it, accepting the defaults as it installs.

UNPACKING THE DISTRIBUTION

If this is the first time you've installed ISO on this ILLiad server, create an ISO folder in the ILLiad share (for example: c:\illiad\iso\).

Next, check to see if there is an updated version of ISO in your update folders. These are located in the ILLiad share's Setup folder, under Setup\ISOUpdates\#.#.#.#, where # is the latest version number. If there are any folders with ISO updates on your machine, copy the ILLiadISOService.jar from the latest version folder into the illiad\iso folder.

If your machine doesn't have any updates folders (because it is a new installation) then you can find the ILLiadISOService.jar file in the Admin folder of your ILLiad share.

ILLiadISOService.jar is a self-extracting archive, so you can expand it by double-clicking on it. If ILLiadISOService.jar does not expand into several files, check your installation of the Java Runtime.

INSTALLING THE ISO SERVICE FOR SINGLE ILLIAD SERVER INSTALLATIONS

You can follow the Single Server ILLiad Server Installation instructions if the follow is all true:

• You are installing the ILLiad ISO Server on the same machine that runs the ILLiad SQL Server
• You installed ILLiad using the default ILLiad database name of ILLData.
• You are using the standard SQL port of 1433.
• You haven't changed the ILLiad user's SQL password.

If all of the preceding is true, then you can use the default installation. When you extracted the files into the ILLiad ISO directory, a file was created called InstallService.bat which is tailored for a default installation. To install the ILLiad service, you must have Administrator-level permissions. Run it by double clicking, or calling it from the command line. You will be prompted to add information to the registry - respond yes. When it tells you the information was successfully added, click OK. This will install the ILLiad ISO Service as a Windows NT/2000 service, which you may access through the Services list in the Computer Management Console. The service is set to start automatically, but will not be running at this point.

INSTALLING THE ISO SERVICE FOR MULTIPLE ILLIAD SERVER INSTALLATIONS

If you need to make changes to any of the following configuration settings, then you need to perform this installation routine:

• Changing the database server that the ISO service points to.
• Changing the database name that the ISO service points to.
• Changing the database port that the ISO service talks to.
• Changing the ILLiad user's SQL password.

To do this, you need to edit the isocontrol.properties file that can be extracted using the InstallService.bat installation file.

Open a command prompt, and navigate to the ILLiad ISO directory that you created earlier in the installation. You must be in the ISO directory when running this command.

Next, extract the isocontrol.properties file by typing this:

installservice.bat -config

This will extract the file and open it in Notepad for you to edit. Once you have finished editing it, you will save it using Notepad, then close it and the batch file will re-integrate it into the service.

To change the database server, database name, or port, find this section in the isocontrol.properties file:

#--- Database Connection Section ---
# connection parameters for connecting to database
db.databaseUrl=jdbc:microsoft:sqlserver://127.0.0.1:1433;DatabaseName=ILLData

• The text in red is the database server address. This can be either the name of the server or the IP Address.
• The text in green is the database server port. This can be changed from the default of 1433 if necessary.
• The text in blue is the database name. This can be changed to the new database name.

To change the default ILLiad password, find this section in the isocontrol.properties file:

#--- Database User Section ---
# modify as necessary
#db.userName=illiad
#db.password=your_illiad_password

• If you replace the text in red with your new password, then that will be used instead of the default ILLiad password.

Once you have made the changes, save the changes in Notepad, then exit. The file will be written back into the installation files, and will be used when you run the installation.

To install the ILLiad service, you must have Administrator-level permissions. Run it by double clicking, or calling it from the command line. You will be prompted to add information to the registry - respond yes. When it tells you the information was successfully added, click OK. This will install the ILLiad ISO Service as a Windows NT/2000 service, which you may access through the Services list in the Computer Management Console. The service is set to start automatically, but will not be running at this point.

INSTALLATING THE ILLIAD GATEWAY

The ILLiad Gateway service is used both for ISO functionality and Odyssey functionality. If you have already installed Odyssey and have the latest Gateway installed, you can skip this step. If not, then you'll need to make sure you have the latest Gateway installed.

Check to see if there is an updated version of the Gateway in your update folders. These are located in the ILLiad share's Setup folder, under Setup\GatewayUpdates\#.#.#.#, where # is the latest version number. If there are any folders with Gateway updates on your machine, copy the ILLiadGateway.exe from the latest version folder into the illiad\iso folder. If the system won't let you replace the ILLiadGateway.exe file in the ISO folder, then you'll need to stop the ILLiad Gateway service using the Services option under Windows NT/2000.

STARTING THE ISO SERVICE

Go to the Services module (under Control Panel or Control Panel .. Administrative Tools). There are two new services - ILLiad Gateway and ILLiad ISO Service. Start both of these services (they should be set to automatically start the next time you boot).

CUSTOMIZING VALUES FOR ISO ILL

The last step is to open the Customization Manager (usually in an Admin folder in the ILLiad share) and set the following keys under System .. ISOILLDefaults:

ISOEnabled=Yes
ISOIFMBorrowing & ISOIFMLending=Yes if you support IFM
ISOInstitutionName=<Your Institution>
ISOReturnIPAddress=<Yoursqlserveripaddress>:1611
ISOSystemID=<Your symbol when sending to other ISO libraries - usually your OCLC Symbol or similar>

The main key is ISOEnabled, which turns on ISO ILL for ILLiad.

You *must* also setup the LocalInfo table with valid