WorldCat Navigator: Integrating ILLiad with Navigator Installing the ILLiad Web Service for Navigator Integration 1. Direct the Server Administrator to the following web site to obtain the file for the ILLiad Web Service: https://prometheus.atlas-sys.com/display/ILLiad/ILLiad+Web+Service Please review all of the instructions before installing this Web Service. You must know if your ILLiad site is a Single Server installation or a Shared Server Installation. If you are unsure please contact OCLC Customer Support, [email protected] or 1-800-848-5800, for assistance. To verify that the Web Service is installed correctly open Internet Information Services (IIS). For IIS6, expand the ILLiad web site and make sure that the Web Service has the application cog next to it instead of a folder icon. If it does not, then right click Web Service and choose Properties. In the Directory tab, click Create. This will set the Web Service as an Application. For IIS7, expand Sites then ILLiad and right click the Web Service site and select Convert to Application. After installation, you may check the version of the ILLiad Navigator Web Service by using this URL: http://your.illiad.servername/illiad/webservice/?service=getassemblyversion Replace your.illiad.servername with the IP address or domain name of your ILLiad server. This will return the currently installed ILLiad Navigator Web Service. 2. Enter the wskey as follows: Navigate to the WebService directory under the web root of your ILLiad server. The default path is \inetpub\wwwroot\illiad\WebService. Open Web.config. It is an xml file and can be opened using NotePad or WordPad. Find the line that reads: <add key="wskey" value="<ProdMasterWSKeygoeshere>"/> Change it to read: <add key="wskey" value="PRODMasterHuYUkCsROw8x0LXocvsM95khPcuQcGAbk07Ai5UTyzC5lywj PSH9EQRH2HadsjrLHMQdPS"/> 1 ILLiad and Navigator Authentication Use the following information to determine if you need to synchronize your ILLiad authentication method with the Navigator EZproxy authentication method. If you have been using ILLiad before implementing Navigator you may need to do some work on your ILLiad database to synchronize both authentication methods. ILLiad supports five authentication methods. The RemoteAuth method allows for other methods such as Shibboleth and CAS. The documentation for these methods can be found here: https://prometheus.atlas-sys.com/display/illiad8/Patron+Authentication+Methods ILLiad and Navigator can work together without any work on the ILLiad database. However, if ILLiad uses an authentication method that differs from the Navigator EZproxy method, patron request history will not be preserved. For example: If ILLiad is using ILLiad Basic authentication and the Navigator EZproxy authentication method is LDAP, there is a good chance that a patron’s username for each system will be different. If my ILLiad Basic username is smithj (the one that I use to log on to the ILLiad patron web pages) and my LDAP logon is jane_smith, when the Navigator Request Engine sends the patron request to ILLiad, it will be sent with the username of jane_smith. The Web Service will look into the ILLiad users table and see that jane_smith does not exist and will write the patron record. All of my history will be under my smithj username. There are three options: Do nothing to the ILLiad database and have the ILL staff use the merge function within ILLiad to merge the old and the new patron record to preserve history. Work with OCLC Customer Support to convert the existing user table in ILLiad to contain the usernames of the authentication box that the EZproxy instance is using for authentication. We have scripts that we can run or share to convert the users. The ILLiad Username field is present in many of the ILLiad tables so you cannot just change the username field within the ILLiad Users table. All other tables that contain the Username field must also be changed. Leave the two patron records in the table and have all history tied to the old patron record. Any requests from the time that the new patron record is written will be tied to the new patron record. Please contact OCLC Customer Support if you have any questions regarding the setup of the Web Service or the authentication options. OCLC Customer Support 1-800-848-5800 [email protected] 2
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