Archon Administrator`s Manual, v 1.11
Contents
1. Server Type j address Server Address Login N Enter the username login and password created when the blank database was set Password up see section 1 2 1 as well as the Database Name name of the database V Test Database Configuration Installation Settings The second part of this form specifies 7 Copy to Local Directory how the install packet will upload the archon scripts to the webserver Check par IC rchon EITHER copy to local directory OR M Copy to FTP Server Copy to FTP Server If you select FTP Server Address Port 2 the Server Address Port Login eee ne Password and Upload Path fields must be completed Normally Port should be Password left at the default value of 21 Upload Path archon Archon Web Address hup This field MUST be completed for installations using either the local PEN FE T directory or FTP method Provide the T areenaa oa ii based URL where Archon willbe Status Waiting for User accessible e g www mvarchives org archon e If you need additional assistance completing the above fields see section 1 4 of this document for a detailed description and instructions When you are ready to upgrade to Archon 1 11 click Install You will see the following message box Click Yes on this page as well as the following confirmation page to continue and replace an existing installation of Archon v 1 0 Archon Installation2. About 4rchon one S Aren Confused navigation bar will load the l Change My Password selected module e g Collections Database Management Manager Location Manager etc Phrase Manager Sessions Manager User Manager Usergroup Manager El Collections Management Classification Manager Collections Manager Level Container Manager Location Manager Material Types Manager Digital Library Management Digital Library Manager File Types Manager El Global Components Creator Manager Languages Manager Repository Manager Subject Genre Manager Clicking an item in the central selection area will load associated information and cause it to display below The loaded information can then be edited Screenshot on next page 12 gt FS ARCHON Clicking an item in the central selection area will load associated information and cause it to display for editing Some modules e g Collection Creator and Subject Managers have a search filter so you do not need to scroll to find information When you type in the search box or the default field such as name in the Creator Manager the items from which you can choose will be automatically be filtered in the box below If you wish too you can also full scroll the full list by changing the There may be a slight delay depending on network traffic and bandwidth Then click any item to load
3. Search By Classification folder in Archon It generally makes sense to copy and existing Description The selected template set will pf the default template set folder and edit the information used in the output system Any folders that are added will defautt automatically appear as an option on the pull down menu Directive Default Template Set Update Please note that it is also possible to apply a different template to an individual collection by selecting that template directly in the Collections Manager record for that collection See next page for screenshot 18 Collection Manager Factivities ID 3810 Content Manager Collection Information Title Factivities T E A specific template can be Enable Web Output yes No Main Repository The University of Illinois Archives x applied to an individual collection Collection 43 Natural History Survey Classification i Chief s office J z without overriding system Collection 810 Collection defaults by selecting the template Sort Title raames from the Collections Manager First Last Year 1966 9999 Interface Inclusive Dates 1966 Predominant Dates Type of Materials Publications Extent 0 3 cubic feet Finding Aid Author Template System Default default 6 3 4 Modifying Templates i e making extensive changes If you wish to modify the output generated by archon scripts
4. in which archival materials are permanently housed Material Types Manager An Archon module typically used by an Archon Administrator to define the basic classes of material such as Records or Personal Papers that are held by your repository Phrase Manager An Archon module typically used by an Archon Administrator to edit error messages and help button texts provided to users of the Administrative Interface Repository Manager An Archon module typically used by an Archon Administrator to define basic information about the repository or repositories whose records are included in the installation of Archon such as name address email etc Sessions Manager An Archon module typically used by an Archon Administrator to forcibly disconnect current or persistent connections to the Administrative Interface Style The basic attributes and look and feel of your Archon public interface Styles are modified by changing the files in the styles folder of your archon root directory SA Password The SA password is a super password defined during archon installation which will allow you to access Archon in the unlikely event that the main user table becomes corrupted It should not be used for routine access to the system but should be written down in a secure location If you need to login with the SA password enter sa for the login and the password for the password Subject Manager An Archon module used by archival staff to
5. Archives http web library uiuc edu ahx archon controlcard php id 3871 Creator Manager An Archon module used by archival staff to define authority files for the creators of archival material which can then be applied to collections or digital content using the Collections Manager and Digital Library Manager Collections Manager An Archon module used by archival staff to add new collection descriptions to the system or to edit existing information regarding an archival collection Content Manager An Archon module used by archival staff to add detailed descriptions regarding the components of archival collections i e series boxes folder items or other subunits Digital Library Manager An Archon module used by archival staff to describe digital objects and to link to external digital objects and or upload objects directly into the Archon database 22 File Types Manager An Archon module used by the Archon Administrator and or archival staff to define the types of digital objects which staff can upload into Archon and how those types will be presented in the public interface Level Container Manager An Archon module typically used by an Archon Administrator to define the levels of description and physical container types which archival staff may select when adding information using the Content Manager Locations Manager An Archon module typically used by an Archon Administrator to define the general locations such as rooms
6. C Archon Copy to FTP Server This should be checked only if files are being transferred to the web server through an FTP server Server Address amp Port This is the address and port of the FTP server on which Archon is to be installed either IP or hostname Login amp Password These are the credentials the installer should use to upload Archon to the FTP server Upload Path This is the directory the Archon installer should create and upload Archon to on the FTP server Archon Web Address This is the URL where Archon will be accessible once copied to the web server It should be supplied whether you are transferring files to the web via a local file share or FTP server 3 5 REGISTRATION When you install or upgrade Archon the information that you enter in the installation forms that you complete in your web browser will be sent to us We will keep your registration information in a secure database that is accessible only to the project staff We use registration information only to inform you of product upgrades or outstanding issues and will not reuse the information for any other purpose nor will we provide it the third parties Therefore we recommend you completely fill out the form or at a minimum include your e mail address so we can contact you if any serious issues arise 4 0 USING THE ADMIN INTERFACE As an Archon Administrator you can control most aspects of the system for the Administrative Interface In
7. addition staff users of the system such as archival or cataloging staff will also be using the administrative interface to create and edit records in the system 11 4 1 LOGIN INSTRUCTIONS AND SYSTEM OVERVIEW To login to the administrative interface click log in at the bottom of the output screens or add admin to your base URL www myarchives org archon admin Much of the system configuration and user management can be accomplished from the administrative interface As an administrator you will have access to all of the functions specified below and in the end user manual Please consult the end user manual for information on functions not covered here Help buttons CJ appear next to most feature of the administrative interface Clicking the help buttons will provide further direction on the use of the field or feature 4 2 COMMON BEHAVIORS OF ADMINISTRATIVE INTERFACE For most features in the Administrative Interface help buttons CJ appear in the right hand margin Clicking the help button will provide further direction regarding the field or feature e Depending on the access level granted by your system administrator some features may not be available e g deleting records managing the installation of Archon adding new users modifying authority records etc Clicking at item in the left navigation bar will load the selected module Archon Administration Clicking at item in the left
8. define controlled subject or genre terms which can then be applied to collections or digital content using the Collections Manager and Digital Library Manager Templates Templates are files the define specifically how a single component of the public interface will be rendered and displayed to users For example the template controlcard inc php in the default template folder determines which specific archon fields are displayed to the user and in which order when the controlcard php file is called 23
9. instead of just tweaking the colors fonts etc you must modify the files in the templates folder for the template set you wish to modify VERY VERY IMPORTAN T If you decide to customize the templates you MUST create a new template set by copying the existing files in the templates efault folder to a new folder in the templaes folder If you simply make changes in the default folder you will run a strong risk of losing your repository s template set during the installation of any future Archon upgrades that may be released This is because the install scripts will update the files in the template default folder during the installation procedure Once you have created a new set of templates you can apply it to your website under the Archon Configuration menu item Default Template Set For example if you wish to modify the default output to have fields show in a different order you can make modifications to the following files in copy of the default folder called for example in a folder called templates MyTempltes folder 19 Controls display of collection level information in findingaid php can be modified relatively easily Normally no modifications needed controls display of lists of collections in collections php Controls main collection level view shown in controlcard php can be modified relatively easily creators in creators php modified relatively easily Norma
10. its information for editing or hit enter to load the first item in the list El Subjects Search Filter zoolog Type in the Search Filter or All Subjects boxes to reduce long lists to a American Society of Zoologists manageable size Then click an History of Zoology R cue Naples Italy Zoological Stati item to select it or apply the Zoology appropriate action Zoology Department When you are editing information in Archon pressing enter will usually save your changes If pressing enter does not work i e if the screen does not reload when you press enter then click update at the bottom of module or the screen you are working on 4 3 FOUR BASIC MODULE CATEGORIES Archon contains 4 module categories each with several menu items e Archon Administration Includes functions to manage the database users and system Most if not all of these functions are accessible only to the Archon Administrator e Collections Management Create and edit a classification e g record group subgroup scheme collection level descriptive records and inventories finding aids Track room 13 range section and shelf locations for each collection Access authority modules as necessary and link digital objects to collections or finding aids e Digital Library Manager Upload digital objects and link them to collections or subordinate parts of collections e g particular folders e Global Components Edit information used by
11. server or web host contact your systems administrator and request that they create a database e Create a user password combination for the blank database with ALL privileges to the database including SELECT INSERT UPDATE DELETE CREATE ALTER and DROP Depending on how your database administrator defines ALL it may be necessary to manually select each of these privileges Archon s web scripts will use this account to access the database and Archon will not function if the user you create for Archon does not have these credentials e Note the name of the database server database name user login and user password If a systems administrator created the database for you ask the s he provide you with this information using the form install doc or install pdf As as them to run the install pack as instructed below in section 1 2 2 3 2 2 Complete the Fields in Installation Upgrade Pack e Unzip the file archon1 11 zip which you previously downloaded to a local folder or open the file in WinZip or a similar utility e Open the file install exe An installation utility will launch The utility is used to specify connection settings for the database and to instruct the install pack as to how it should upload the files to the web server e Complete the fields as instructed See next page for screenshot 3 fay Archon Installation Utility x Archon Version 1 10 ready to be installed Rel 2007 01 04 Database Ser
12. 9 T ARC HON i INIVERSITY OF ILLINOIS ARCHON ADMINISTRATOR S MANUAL v 1 11 1 0 SYSTEM OVERVIEW Archon is a tool for managing descriptive information about archival materials and for publishing it on the web It allows archives to easily create and publish finding aids for all types of archival materials Version 1 11 also includes a digital library capability Digitized or electronic records can be linked to and searched alongside collection level descriptions and finding aids The system allows you to input descriptive records that are compliant with archival standards Archon s scripts automatically produce a searchable and browseable interface where archival users can access collection descriptions The system supports authority controlled creator and subject records and provides an inventory tracking location system In Archon collections can be grouped into record groups subgroups fonds or any other classifications defined by the repository Data can be imported into the system from EAD and MARC format The system also exports data in MARC and EAD formats Repositories can build custom websites using easily modified HTML templates This documentation provides an overview of the software and guidance on managing some of the Given the difficultly of standardizing archival terms between repositories the term collection is used in Archon simply as shorthand to mean any group of archival records or personal papers m
13. Utility 7 x Archon has already been installed locally version 1 00 Released 2006 08 04 Do you wish to overwrite it Yes No e The utility will upload the files to the web server This may take a few minutes e You will see the following message box Click OK to continue and you will be taken to the web based installation utility Archon Installation Utility x i File transfers completed The Archon Installer will now launch the web based Archon Installation OK 3 3 3 Complete the Web Based Upgrade Utility e The web based installation utility connects to the database creates updates tables and completes configuration for your installation of Archon No existing data is altered or changed e Step 1 Login as an administrator and back up your data You may see the following screen If so simply login as normal using an account belonging to the Administrators user group in order to complete the upgrade While you are completing the upgrade public web site will not be available mozita rire o xi wos R Em File Edit Yiew History Bookmarks Tools Help http www timeanddate com calendar are uiu ll gt Gl ale ge aS e J zend Sbory p The Archo _j Illinois Ch Lj sdfsadf htt on C3 gt Archon is currently undergoing maintenance The system will be available as soon as possible Thank you for your patience Page Generated in 0 094 s
14. anaged as a discrete unit by a repository Archon is flexible enough to be used for organically related organizational records manuscript collections or both The display of labels in the public interface can be tailored to reflect specific repository needs and terminology For more information see the forthcoming technical documentation more technical elements in the system A user manual for staff using the system to develop descriptive records is also available and includes sections covering some of the common administrative tasks such as adding and editing users You may need to develop additional documentation to illustrate how Archon is implemented at your institution In addition to this manual and the end user manual a complete set of development documentation including a list and explanation of all classes objects properties and methods used by the system is available at www archon org 2 0 INSTALLATION REQUIREMENTS The interface for accessing and editing descriptive records uses a standard web browser with JavaScript enabled It has been tested with Internet Explorer Firefox Safari and Opera on PC Mac and Linux desktops It should also work with other browsers and operating systems Archon itself requires both a webserver and a database server either MySQL or Microsoft SQL server Specifically you need the following in place before running the install packet If you do not understand any of these requirements check
15. at user s session and deny them access until they log in again e User Manager Allows system administrator to add and delete system users and to provide them a user name password and access level Administrator can assign them to a user group at a certain permission level or use the advanced permissions editor to grant them special permissions for individual modules e Usergroup manager Allows system administrator to assign individuals to a group of uses who share a common permission level You can also create new user groups and edit permission levels for existing user groups Changes to an existing user group propagate to existing users assigned to that group Special permissions applied to an individual user in the user manager override settings made here 5 2 ARCHON CONFIGURATION PAGE Most of these features are self explanatory but please note the following 14 Administrative Style Sheet Additional styles uploaded to the specified folder will appear in the list as options Default Repository Repositories are defined under the Global Components menu Default Style Additional styles uploaded to the specified folder will appear in the list as options See the documentation below on modifying public output for more information Default Template Set Additional templates uploaded to the specified folder will appear in the list as options See the documentation below on modifying public output for more information SA Pass
16. both the Collections Manager and Digital Library Manager Create and edit creator subject and genre authority records as well as basic identifying information regarding the repository Changes made to authority lists will automatically propagate to associated collections and digital objects Depending on the level of access provided by your system administrator you may not be able to use some of these functions The Collections Management Digital Library and Global Components Modules are fully documented in the end user Manual see that manual for detailed instructions in using those fucntions The rest of this manual focuses on the Archon Administration Module and its associated menu items 5 0 SYSTEM CONFIGURATION 5 1 OVERVIEW The Archon Administration Module contains 7 menu items Several are treated in more detail below e About Archon Project information and credits e Archon Configuration Manage various technical aspects of your Archon installation e Change My Password e Database management import descriptive records in EAD MARC and other formats View technical information about the database export the entire database for backup purposes and re import data from a backup file or using a user defined SQL script e Sessions Manager Allows system administrator to regulate access to the system Sessions can be monitored to reveal who is logged in and where they are logged in from Sessions can also be deleted to remove th
17. cket Archon 1 11 zip but the instructions provided in this section 1 3 are for those upgrading from version 1 0 or version 1 10 to 1 11 not for those installing Archon for the first time See section 3 2 for instructions to install version 1 11 without replacing an existing implementation 3 3 1 Prepare to Upgrade Archon e Download the file Archon 1 11 zip from the project website Save the file on a local drive e Note the name of the database server name user login password If you do not know any of these they are found in the file config inc php in the root folder of your current archon installation on the webserver where you have archon installed i e www myarchives org archon config inc php 3 3 2 Complete the Fields in Installation Upgrade Pack e Unzip the file Archon 1 11 zip which you previously downloaded to a local folder or open the file in Winzip or a similar utility e Open the file install exe An installation update utility will launch The utility is used to specify connection settings for the database as well as to instruct the install pack as to how it should upload the files to the webserver e You will see the following screen Complete the fields as instructed See next page for screenshot x Select either MySQL or SQL Server Archon Version 1 10 ready to be installed Rel 2007 01 04 depending on the server type Database Server Configuration Supply server address either name or IP
18. curate server address database name login and passwords as requested during the install routine The files install pdf and install doc that are provided with the install pack specify exactly which information is needed e Upload files to the webserver The files may be uploaded either using FTP or a shared drive If your attempt to install Archon fails please check with project staff your local system administrator or your web host as needed to ensure that the information you are supplying is correct It is also possible to install Archon manually To do this copy all the files in the zip file to a webserver define the server address database name login etc in config inc php in the archon root then load the page www myarchives org yourarchonfolder install index php in your web browser 3 2 INSTALLATION INSTRUCTIONS Installation and upgrade are handled using the same packet Archon 1 11 zip but the instructions provided in this section 1 2 are for those installing Archon for the first time not for those upgrading from version 1 0 or version 1 10 See section 3 3 for instructions to upgrade from version 1 0 or 1 10 to version 1 1 3 2 1 Prepare to Install Archon e Download the archon 11 zip from the project website Save the file on a local drive e Create a new blank database on a MySQL or MSSQL database server The database can be given any name you like If you do not have authority to create a database on your database
19. econds Powered by Archon Version 1 10 Copyright 2006 The University of Ilinois at Urbana Champaign Log in After logging in you will see the following screen See next page for screenshot Archon 1 10 Upgrade Choose the appropriate syntax depending on which SQL database you are using and backup your database You are now ready to begin the upgrade of Archon from version 1 00 to 1 10 IMPORTANT You should back up your database before continuing IMPORTANT If you database Native SQL Syntax Microsoft SQL Server E contains a large number of digital Backup Database to Archon SQL File objects please note that this backup may fail since it is writing the entire contents of the database into on SQL script In addition to this backup routine you should also make sure that backups of the database generated by MySQL or Upgrade Archon from ersion 1 00 to 1 10 SQL server also exist When you are confident the database has been backed up click Upgrade to continue to step 2 Step 2 Archon upgrades the SQL table structure and finalizes the upgrade When you have finished reviewing the messages click Return to Archon and you will be returned to the standard administrative interface 3 4 DETAILS INSTALL DIALOG FIELDS 3 4 1 Database Settings Server Type This is the database server type Currently the only database servers supported are MySQL and Microsoft SQL Server Server Addr
20. escription and instructions e When you are ready to install Archon 1 11 click Install The utility will upload the files to the web server You will see the following box Go to the web based installation utility but DO NOT CLOSE THE BOX SHOWN BELOW After the installation is complete you will need to enter a code into the box to activate your installation of Archon See next page for screenshot Archon Installation Please enter the completion word given to you AFTER you have finished the web installation It will appear on Step 8 of 8 IF your web browser gave you an error x Cancel click cancel to cancel installation te m 3 2 3 Complete the Web Based Installation Utility e The web based installation utility includes 8 steps The installer attempts to connect to the database creates tables and completes initial configuration for your installation of Archon Step 1 Click through the welcome screen Step 2 Read and accept the license agreement Step 3 Informational screen click Next to continue Step 4 Test database configuration If everything is OK click Next otherwise reconfigure database or correct information supplied in initial non web based install utility then run the installation again Archon 1 10 Installation Step 4 of 8 Step 4 showing successful test aes of database connection and Testing Database Configuration x 7 user credentials in green Connecting t
21. escriptions are listed separately from digital library items e Phrase Search Use double quotes e g Festival of Contemporary Arts e Tip for limiting hits 1 Use a minus sign E g bass fish finds bass guitars but not bass fishing 2 Browse by subject name or classification e Direct Access If you enabled classification browsing you can directly access a collection by entering its full collection identifier e g 26 4 1 returns the University of Illinois Archives Alumni File in our installation of Archon If you use classifications the elements of the classification identifier must be separated by slashes Records can also be retrieved directly by entering the Archon ID 6 3 CUSTOMIZATION The public interface can be tailored to suit local needs by modifying the files in the styles and templates folders of the web server 6 3 1 Selecting a Default Style The style by which Archon presents data in the public interface can be easily modified using the Default Style option under the Archon Configuration menu item See next page for screenshot 16 Archon Configuration Administrative Style Sheet Administrative Welcome Message Classification Number Minimum Length Collection Identifier Minimum Length Database Structure Yersion Default Language Default Repositor Default Template Set Disabled Message Enable User Defined Fields Installation ID Login Banner Preview Long Max Size Previ
22. ess This is the address to the database server which the Archon web application will use to connect to the database either IP or hostname Login amp Password These are the credentials the Archon web application will use to connect to the database server IMPORTANT This user must have permissions to perform the following commands on the database SELECT INSERT UPDATE DELETE CREATE ALTER and DROP If the user account does not have all these permissions Archon will not function Database name This is the name of the database The install pack and the Archon application itself will connect to this database using the credentials supplied above Test Database Configuration This will cause the installer to attempt to verify the existence of the database server and the validity supplied credentials This should only be unchecked if the database server is inaccessible due to a firewall or if the database 10 user will not have permissions to connect to the database from the machine running the installer for example if the database account can only connect from the web server 3 4 2 Installation Settings Copy to Local Directory This should be checked if files are transferred to the web server through a Windows file share or if the installer wants to keep a local copy of the installation on their machine as a backup Path This should be set to the directory where Archon will be installed Example webserver wwwroot Archon or
23. ew Short Max Size Public Enabled Related Option Max Length SA Password Search By Classification The public interface style is set using the Default Style option the Archon Configuration menu To change the look and feel of Archon s public interface select an option from this pull down menu New styles can be created by adding folders to the styles folder in Archon It generally makes Directivo Peraulyette sense to copy and existing folder Description The selected style sety be the default style set used in the Fi output system and edit the information Any uarchives folders that are added will automatically appear as an option Update on the pull down menu 6 3 2 Modifying Styles e g colors fonts general layout of initial page Archon comes with a default style which is very general in appearance defined in the sytles default folder It should meet most archives needs VERY VERY IMPORTAN T If you decide to customize the look and feel of the website you MUST create a new style by copying the existing files in the default folder to a new folder in the styles folder such as styles mystyle If you simply make changes in the default folder you will run a strong risk of losing your repository s style during the installation of any future Archon upgrades that may be released This is because the install scripts will update the files in the styles default folder d
24. lly no modifications needed controls display of lists of digital objects in digitallibrary php This file should only be modified if you are adding a new template to the template set it is used internally as an index to reference templates below Determines display properties in findingaid php for materials listed in the content manager Normally no modifications needed controls display of lists of subjects in subjects php You may consult the list of objects properties and methods when making the changes For example if you wish to refer to Archon fields which are used in the administrative interface but not currently included in public output generated by any of the templates Full documentation for the classes objects methods etc is maintained on the documentation page of the Archon project website www archon org For example if you wish to modify controlcard inc php refer to the variables in the class Collection Within the templates you may include any PHP code you like and you can access the classes noted in the comments at the top of the file The Archon API is available in any script and can be called by referencing the variable _ARCHON and calling functions defined in the class Archon on the project website Archon comes preloaded with the following output templates You can also create new templates from scratch or copy the template folders and rename them to create new templates default The out of
25. o server Ok Selecting Database Archon LA OF Testing Permissions Database configuration tests complete click next to continue lt Previous Next gt Step 5 Installation utility creates database and table structure After the structure has been created and the page loads completely into the web browsers scroll to the bottom of the screen and click next Step 6 Complete Repository information as per the screen below See next page for screenshot Archon 1 10 Installation Step 6 of 8 Step 6 Provide repository information as requested in the form All information Repository Name provided here can be edited Name of Administrator later if necessary NOTE MARC Organization Code Some his information is Address collection and sent back to us Configure Repository Information where we will keep it in a secure database to inform you of any issues that arise with the software City State ZIP Code Phone Number Fax Number E Mail Website URL http web library uiuc edu ahx ala archon Step 7 Establish a SA and Administrator Password IMPORTANT write the SA password down and keep it in a secure location Unlike the other passwords the SA password is NOT stored in the database and cannot be reset It is a failsafe password allowing access to the Archon administrative staff interface for example if the database has been corrupted in a way that will not allow use
26. ontact the project staff if you have comments or notice an error in the mappings we have chosen 21 6 3 6 Customizing the Administrative Interface In order to customize the administrative interface modify the php files in the admin folder on the root of your archon installation For example if you wish to suppress the view of fields your institution does not use in the collection manager modify the files in collections php 7 0 ADDITIONAL DOCUMENTATION If you cannot make the output changes you desire using the above information refer to the developer documentation Please see http www archon org doc for a full description of available classes functions and constants 8 0 GLOSSARY Administrative Interface The web forms produced by Archon which allow the Archon Administrator and anyone with a valid login and password to modify data stored in the Archon system Classifications Manager An Archon module typically used by an Archon Administrator or by archival staff to define a hierarchical system into which collections may be grouped The Classifications Manager may be used to establish a provenance based Record Group SubGroup system Use of the Classification Manager is optional CollectionID The unique identifier automatically assigned to a collection record in archon It can be viewed on the php pages produced for any collection record For example 3871 is the Archon ID for the George Myers papers at the University of Illinois
27. rs to logon using the normal logon procedures Archon 1 10 Installation Step 7 of 8 Step 7 Set the SA and Set SA Password soe Note The sa account will allow administrative access to Archon and should only be used if the user Administrator Passwords table has b ted Simpl th sa tes and th d set below t tanle es Deen Porrup ed Simply use the username sa no quotes and the password set below to IMPORTANT Record the SA password in a secure location It can be used to access Archon if the main Password Confirm Password Create Administrator Account table storing user account Login information becomes Password corrupted To login as the Confirm Password E SA use sa as login and Display Name Ory enter your password Usergroup Administrators lt Previous Next gt Step 8 Installation is complete Follow the instructions on the screen to finalize the installation 3 2 4 Finalize the Installation e Return to the installation completion box and enter the text provided during step 8 of the After the completion word has been entered your installation is complete x Please enter the completion word given to you AFTER OK you have finished the web installation It will appear on Step 8 of 8 If your web browser gave you an error Ea click cancel to cancel installation D 3 3 UPGRADE INSTRUCTIONS Installation and upgrade are handled using the same pa
28. same physical location as the database server on which Archon has been installed Sessions Manager Allows you to view all users currently logged in to the system and if necessary to forcibly disconnect them User Manger Allows you to add system users and assign them to a user group or tailor their permissions level as individuals if necessary See the End User Manual for further information Usergroup Manager Change the default permission level for each of the groups as you fell warranted based on the levels of access you wish to supply See the End User Manual for further information 6 0 MODIFYING THE PUBLIC INTERFACE 6 1 OVERVIEW Once Archon has been installed and data has been imported or entered Archon automatically 15 publishes a searchable website This website can be browsed and searched like any other website In the standard installation collections can be browsed by creator subject or classification if classifications are used by the repository Search queries can be entered against either collection level records or the full content of finding aids including box and folder lists 6 2 SEARCH TIPS e The search engine looks for records containing every term you submit It does not use any truncation or limit results only to whole words e It returns both descriptions of collections AND links to materials in the digital library placed on line The hits are differentiated in the results page so that collection d
29. t the bottom of the truncated collection record available through controlcard php For local purposes the records can then be copied into external files and imported to other systems AT UIUC we are planning to tailor the system so that the MARC and EAD files are written to local directories and or FTP servers then automatically loaded into other systems such as library catalogs More information on this process may be available from the project staff at a later date EAD output can be modified by editing the files in the templates ead folder This template set is a bit more complicated than the and should serve as a good reference if you want to accomplish more intricate customization Note that you do not need to re create every file to create a new template set rather just create a new index php in the folder for your template and define re define the templates from default index php Templates are applied to your website under the Archon Configuration menu item Default Template Set The MARC output must be edited directly in marc php in the root folder of the archon installation The marc output is produced using a third party open source library called PHP MARC More information on PHP MARC is available through http www emilda org index php q php marc or through the package documentation on the Archon project website at http www archon org doc 1 11 We are soliciting feedback on MARC and EAD export functions Please c
30. the box output draftcontrolcard Produces print style output used in UIUC archives for supervisors to review student or processor s work EAD Produces the EAD output plaintext Produces a printable version of the full finding aid 20 printcontrolcard Produces a summary view of the collection on a 5x8 printable card for filing in the UIUC Kardex system Series Box Folder Provides an alternate display of content in findingaid php For findingaid php the default template set creates a nested style finding aid but we have also included another template set Series Box Folder So you can see a different presentation of the data When you create a new folder in the templates directory on the server where archon is installed the new template will automatically appear as a menu item You can also refer to the templates in other scripts by passing a parameter to the appropriate php script in the root archon folder For example http myarchives org archon controlcard php id 13 amp template printcontrolcard amp nostyle 1 will produce the printcontrolcard view instead of the default output nostyle 1 removes all of the other styling information as well as any html and php that are typically included in the selected style s header inc php and footer inc php files 6 3 5 EAD and MARC Output When a staff user is logged in the EAD and MARC output can be viewed by clicking links a
31. uring the installation procedure Once you have created a new style you can apply it to your website under the Archon Configuration menu item Default Style as noted in 4 3 1 The following files can be modified in the folders in your styles mystyle directory style css controls colors fonts etc header inc php the header inserted into every page footer inc php the footer on every page index inc php The main text of the initial Archon page 17 6 3 3 Selecting a Default Template More refined control over individual pages produced by Archon is available be changing the template set which is applied when a specific file is called To change the default template that will be applied for all collection records use the Default Template Set option under the Archon Configuration menu Archon Configuration More detailed changes to specific Administrative Style Sheet output screens are made using the Administrative Welcome Message Classification Number Minimum Length Default Template Set option in Deubarasuacurevenion the Archon Configuration menu Default Language Default Repository fault Styl i Default Template Set Select an option from this pull Disabled Message Enable User Defined Fields down menu Installation ID Login Banner Preview Long Max Si Preview Short Max Size New templates can be created by Public Enabled f Related Option Max Length adding folders to the templates SAP d
32. ver Configuration Server Type o Server Addres S Login FC Password E Database Name O V Test Database Configuration m Installation Settings V Copy to Local Directory Path C Archon V Copy to FTP Server Server Address Porte 2 Login i Password BR Upload Path achn s S S Archon Web Address Jhttp FF M Show Details Help Status Waiting for User Select either MySQL or SQL Server depending on the server type Supply server address either name or IP address Enter the database s username login and password that were created when the blank database was set up see section 1 2 1 as well as the name of the database The second part of this form specifies how the install packet will upload the archon scripts to the webserver Check EITHER copy to local directory OR Copy to FTP Server If you select FTP the Server Address Port Login Password and Upload Path fields must be completed Normally Port should be left at the default value of 21 NOTE This login and password are probably different than the database login and password This field MUST be completed for installations using either the local directory or FTP method Provide the based URL where Archon will be accessible e g www myarchives org archon e If you need additional assistance completing the above fields see section 1 4 of this document for a detailed d
33. with your web host or systems administrator A standard installation of MySQL or Microsoft SQL Server We have tested the application with MySQL 4 0 and 5 0 and SQL Server 7 and 2000 but it should work with later releases of these platforms as well A blank database on the database server When creating the database create a user with full owner privileges You do not need to specify any table names data definitions or the like They will be created or updated automatically when you run the install packet A web server of any type with PHP 5 0 or higher installed The mysql mssql libraries must be enabled The gd library must be enabled if you plan to use the Digital Library Manager Also the zip library can be installed This will allow zip files to be used by the import utilities Please note that it is also possible to install Archon to a local machine that serves as both the webserver and the database server 3 0 INSTALLING UPGRADING 3 1 PRELIMINARIES A single installation upgrade packet is provided for Archon 1 11 It is available through the download page on the project website www archon org In order for the install to work correctly you MUST provide the install pack sufficient information and permissions so that it can e Establish a connection to the MySQL or SQL Server where the Archon data will be stored The database and webserver systems requirements given above must be met and 2 you must provide an ac
34. word This password is set during the installation procedure The SA account allows an administrator full access to the system in the case where the regular user table has been corrupted It is strongly recommended that this account is only used to recover a system and not used as a daily access account To login as the SA account use sa as your login and the SA password as the password 5 2 OTHER COMPONENTS Again most of the features are self explanatory However please note Database Management Import Additional import scripts can be defined MARC records can be imported either singly or in one file but they must be in raw format MARC records without a 245 a will not import since Archon requires a Title for all collections in the system The EAD importer is still somewhat experimental but should at the very least import supported collection level data for EAD 2002 finding aids It is also likely that the importer will import content level information although since there are many ways to describe this information we can t be sure we have every case covered Tip Upload files you wish to import to the incoming directory and they will appear in a list of files in the database management Database Management Export Unless your MySQL or SQL Server database is backed up regularly we strongly recommend that you export the entire database to a file as needed and store that file in a secure location not on the same server or in the
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