Notes
Outline
Implementing And  Troubleshooting Web Access Management (WAM)
By
Ruth Helwig, Systems Librarian
 Central Michigan University
 And
 Krista Graham, Electronic Services
 Coordinator
Central Michigan University
"With the help of"
With the help of
Steven Thomas, Librarian
Central Michigan University
Off-Campus Library Services
Program
1. Definition of a proxy server
2. Discussion of INNOPAC tables
3. User Instructions
4. Troubleshooting Web Access
 Management
What is a Proxy Server?
“A server that sits between a client application, such as a web browser, and a real server.  It intercepts all requests to the real server to see if it can fulfill the requests itself.  If not, it forwards the request to the real server.”
http://webopedia.internet.com
Proxy Diagram
Why Use WAM?
Allows remote connection to subscription databases from homes and labs
Controls access to networked resources by authenticating users
Controls access to networked resources by restricting access by IP address
What is Web Access Management?
A proxy server
It authenticates the user against the Innopac patron database
Verifies that the user can access the requested server and either permits or denies access
If access is allowed, WAM hides the user’s IP address from the remote server
Token Versus Proxy – When?
If no Javascripting use tokens
If there is Javascripting use proxy access
Token Versus Proxy – Why?
Proxy is more work for the end user and for libraries – training/documentation
Token does not require user setup
Proxy may not work behind firewalls
Proxy does not work if proxy in place
“Cookies” must be enabled for token method
Browser problems with proxy method
Token Versus Proxy – Both?
Software can handle both at once
Need to consider patron confusion – Proxy needed for some
Need two types of URLs
Need to know whether vendor is using javascripting
Need to monitor whether vendor adds javascripting
Token Method Setup
Each remote server in the forward table is assigned a token
The token appears in the link instead of the actual URL
Syntax = /wm/<token>
e.g. <A HREF=/wm/lexis/universe>Go to Lexis-Nexis</A>
Proxy Server Setup
Include a token when adding the entry to the forward table.
Standard URL without token
User’s browser must be configured
System Configuration
Restricting access to legitimate users:
IP based restrictions
Login restrictions
Patron type restrictions
IP Based Restrictions
Associating an in-coming IP with a login name in Telnet and HTTP tables:
Configure incoming IP access
Set parameters for each IP or group of IP’s
Identify whether incoming ip can access the resources: either yes, no or maybe?
Assign service level 0-9
Associating IP with Login
HTTP Access Administration
REMOTE HOST    ACCESS?   LOGIN NAME     SERVICE LEVEL
1 > 141.209.29.    Yes         webpac2         0
2 > 141.209.34.    Yes         webpac1         0
3 > 141.209.          Yes         web                 0
4 > all                     Yes         webremot       0
Patron Restrictions
Define your user base
Decide who will have access? students, faculty, staff, adjuncts, visitors, distance learning students
Decide how expired patrons or patrons with excess fines/lost books will be handled?
Maintaining Patron Files
Determine if you will restrict by active users
U of M –Dearborn creates a new patron category for non-returning patrons
Keep patron files up-to-date, purging if appropriate
Maintain patron block table
Web Access Management (WAM) Forward Table
The IP login parameters with the WAM parameters combine to determine who may access web-based resources.
Up to 150 unique entries
WAM only proxies servers in the Forward Table
Table is processed top to bottom
Elements of the Web Access Management Table
Token: used with token access (Not for use w Java)
IP address/host name: resource’s IP
Port : port on the resource machine for HTTP access
Srv:  minimum service level required for access
Ver?  Verify  (yes, no, service level)
Ptype  patron types who may access this resource
Database name: name displayed in list
DB ID: identifies specific database on server
Forwarding Table Setup
Token    IP Addr/Host Name Srv Ver?    Ptype  DB ID   Database Name
ahl    *.abc-clio.com       0   y   0-5,7-19,2         AHL and HA
lexis  *.lexis-nexis.com    0   y   0-5,7-19,2 univers Academic Unive
cis    *.lexis-nexis.com    0   y   0-5,7-19,2 congcom CIS Cong. Univ
coll   www.collegesource.   0   y   0-5,7-19,2         CollegeSource
icpsr  www.icpsr.umich.ed   0   y   0-5,7-19,2         ICPSR Homepage
jstor  *.jstor.org          0   y   0-5,7-19,2         J-STOR
pld    pld.chadwyck.com     0   y   0-5,7-19,2         Patrologia Lat
oclcfs  *.oclc.org          0   y   0-255              Firstsearch
silver  *.silverplatter.co  0   y   0-255              BA,MMY,MLA,SD,
WAM Testing
PC with modem and suite of phone numbers linking to IP’s outside your ISP range.
Load PC with latest and older versions of Netscape and InterNet Explorer
Purchase AOL account
Purchase cable modem account
Purchase WebTV account
Non-Patron Housekeeping
Enter new resources into WAM table
Remove expired trials or canceled resources
Work with vendors to resolve issues
Know license restrictions And include Innopac IP in vendor contracts
Keep statistics
Keep instructions current
OPAC Integration
Add URL's to 856 tags in records
Add remote server to Forward Table
Access these titles via the Opac both on and off campus
Available Reports
Reports – Display Options
Patron Type and Database Report
The Public Side of WAM
You will need :
A “research databases” access page
A patron verification page
Proxy configuration instructions
A troubleshooting guide
“Research Databases” Page
Patron Verification
Custom Patron Verification
Configuration Instructions
More About
Configuration Instructions
Basic Elements of Configuration Instructions
SYSTEM REQUIREMENTS
Netscape Navigator/Communicator 3.x or higher, or Microsoft Internet Explorer                               3.02 or higher.
Java and JavaScript enabled in your browser.
Cookies enabled in your browser.
Basic Elements of Configuration Instructions
BROWSER INSTRUCTIONS
Basic Elements of Configuration Instructions
BROWSER INSTRUCTIONS
Configuration Instructions -- Examples
Troubleshooting Guide
WAM Troubleshooting –
Order of Operations
Have you followed the configuration instructions?
WAM Troubleshooting –
Order of Operations
Did the user manage to access the patron verification screen?
WAM Troubleshooting –
Verification Error Messages
WAM Troubleshooting –
Browser Quirks
WAM and the “Traditional” (On-campus) Student
WAM and the
Off-campus Student
Release 2000 III Manual References
Record #16,197 – Web Access Management
Record #14,832 – Logon Administration
Record #16,374 - Specifying the URL to an INNOPAC Reference Database
Record #16,260 - URL Verification
Record #15,269 – Limit Network Access
Record #16,214 – Custom Patron Verification
Record #16,405 – Editing Web Screens
URLs
CMU Libraries’ Remote Access Instruction Page
www.lib.cmich.edu/databases/remote.htm
CMU Distance Education WAM FAQ Page
www.lib.cmich.edu/ocls/researchdbs/wamfaq.htm
CMU Distance Education Troubleshooting Page
www.lib.cmich.edu/ocls/researchdbs/trouble.htm
This presentation
www.lib.cmich.edu/staff/IUG2000/