South Dakota Library Network MetaLib Management Basics IP Ranges / Proxy Servers South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD.

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Presentation transcript:

South Dakota Library Network MetaLib Management Basics IP Ranges / Proxy Servers South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD © South Dakota Library Network, 2012 ©Ex Libris (USA), 2011 Modified for SDLN Version 4.x

MetaLib IP Ranges / Proxy Servers Portal Administration 2 From the MetaLib Main menu, select Portal Administration to display the General tab

MetaLib IP Ranges / Proxy Servers Navigation Bar 3 Click IP Addresses in the navigation bar

MetaLib IP Ranges / Proxy Servers 4 IP Addresses page

MetaLib IP Ranges / Proxy Servers Introduction – IP Ranges 5 The IP Addresses page allows administrators to assign default profiles to unsigned users that access the MetaLib User Interface (/V). For example, users that access the UI from within the campus network receive a default profile of - -IN, while others receive the profile - -GUEST.

MetaLib IP Ranges / Proxy Servers IP Addresses page 6 This page contains the following sections: Create a New IP Range — allows you to add a new IP range for the specified institution List of Defined IPs — displays the list of IP ranges that are defined for the specified institution In addition, you can perform the following actions on each IP range: — Modifying an IP Range — Deleting an IP Range

MetaLib IP Ranges / Proxy Servers Creating an IP Range 7 Select an Institution from the drop ‐ down menu on the IP Addresses page In the Create a New IP Range section, use table below to enter the fields Click SUBMIT to create the IP range The new IP range displays in the List of Defined IPs section IP Range This field defines the start and end IP address of the IP range. The following rules apply to IP ranges. Each IP address must be of the following format, where is 0 to 255: An IP range cannot overlap an address of another IP range. Default Profile This field assigns the default profile to the IP range. ProxyThis field indicates whether a proxy server is used for the range of IP addresses. Select one of the following options: No Need for Proxy Use Proxy Server

MetaLib IP Ranges / Proxy Servers Edit an IP Range 8 Select an institution from the drop ‐ down list on the IP Addresses page From the List of Defined IPs section, click the action that displays next to the range that you want to edit The Edit IP page displays Use table on slide 7 to update the fields as needed Click SUBMIT to save your updates Otherwise, click CANCEL to return to the IP Addresses page

MetaLib IP Ranges / Proxy Servers Delete an IP Range 9 Select an institution from the drop ‐ down list on the IP Addresses page From the List of Defined IPs section, click the action that displays next to the range that you want to delete The Delete IP Range dialog box displays Click OK to delete the selected IP range

MetaLib IP Ranges / Proxy Servers Introduction – Proxy Servers 10 Institutions with proxy servers can configure their proxy servers to work with MetaLib via the Management Interface. Proxy servers are used in the following ways: To link to the native interface of resources using HTTP access For MetaLib searches in remote resources From the Proxy Management screen, you can perform the following actions: Add a new proxy by clicking the ADD PROXY button, which displays the Proxy Details page Edit an existing proxy by clicking the E button next to the proxy that you want to modify Delete a proxy by clicking the D button next to the proxy that you want to delete

MetaLib IP Ranges / Proxy Servers Intitutional Settings 11 From the MetaLib Main menu, select Institutional Settings to display the General tab

MetaLib IP Ranges / Proxy Servers Navigation Bar 12 Click Proxy in the navigation bar

MetaLib IP Ranges / Proxy Servers Proxy Management page 13

MetaLib IP Ranges / Proxy Servers Configuring Proxy Servers 14 MetaLib supports the use of proxy servers for the following purposes: To allow users to link from MetaLib to the native interface of resources via the institutional proxy server. This means that MetaLib forwards URLs to the site ʹ s proxy server so the proxy server can redirect them to the target resource For performing MetaLib searches via a local proxy server. This is especially important in a consortia environment, where the MetaLib server is located in one of the institutions of the consortia. In such cases, searches can be channeled via the relevant local institutional proxy server, enabling vendors to identify the institution from which searches are performed. Use of a proxy server for the link ‐ to ‐ native interface purpose can be controlled at the resource level by setting the proxy server flag in the IRD record and also by IP ranges. The use of a proxy server for search purposes can be controlled only at the resource level. NOTE: The use of the search proxy server in MetaLib is supported for the HTTP based resources only.

MetaLib IP Ranges / Proxy Servers Configuring Proxy Servers 15 To access the proxy details page, click the ADD PROXY button or the E button next to a specific proxy on the Proxy Management page to add or modify a proxy configuration, respectively.

MetaLib IP Ranges / Proxy Servers Configuring Proxy Servers - Parameters 16 For each proxy, add the following parameters if they apply to your configuration: Status ‐ A/I (Active / Inactive) Used for ‐ Link to Native or Search Type ‐ EZPROXY, EZPROXY ‐ SSO, EZPROXY ‐ TICKET, WAM, and SQUID Filters ‐ IRD_SELECTIVE, IP_SELECTIVE, and LOCK (see slide 17) Hostname:Port ‐ Maximum length 200 characters Username ‐ Used for EZPROXY Password ‐ Used for EZPROXY Verification ‐ Verification of the password parameter Notes ‐ Maximum length 200 characters

MetaLib IP Ranges / Proxy Servers Configuring Proxy Servers - Filters 17 IRD_SELECTIVE: The proxy server should be used selectively. In this case, the system checks the flag in each IRD record to determine if the proxy should be used. The proxy server is used only if the Proxy Server Flag is set to Y in the resource ʹ s IRD record for link to native interface using the proxy server, or if the Search Proxy Server Flag is set to Y in the resource ʹ s IRD record for search using the proxy server. IP_SELECTIVE (used only for Link to Native proxies) This indicates that the proxy server is used selectively. The system checks the IP of the user. The proxy server is used only if the user is outside the IP ranges defined in the./vir00/tab/ proxy_.config table. LOCK (used only for Link to Native proxies) This indicates that the users should be directed to the proxy server for the resources they are authorized to use.