Boundaries
Initiate this process when you need to add a new distribution of EndNote to the download page (LibGuide).
Outputs
This process results in patrons having the option to download the latest release of EndNote from the download page and updated instructions for the patron with installation steps.
Inputs
Roles
- DRDS EndNote technical support (currently Phillip Doehle)
- The below activities are completed by the DRDS EndNote point of contact. They notify RLS once the process is complete.
- RLS EndNote patron support (currently Victor Baeza)
Activities
Create Volume License Installer (Windows)
Note: The process for creating the volume license installer is subject to change as this process is affected by Clarivate. Please see their site for changes and update this documentation as necessary.
- Download the current
.msi
installer file from Clarivate.
- Download the current ADMIN zip file from Clarivate.
- Unzip the
ADMIN.zip
file and place ADMIN.bat
in the same directory as the .msi
installer.
- Close any Microsoft Office programs.
- Launch
ADMIN.bat
.
- Type OSU Libraries for "Licensee."
- Input the product key from TeamPass.
- Click the acknowledgement check box.
- Next to "Network installation point," click "Browse" and choose a location on your local machine instead.
- Do not check "Perform administrative installation."
- Begin the installation.
- The installation will create two files in the destination you chose: the installer and
License.dat
. These files must be packaged together to create an installer for patrons. You can do this by using the program iExpress that comes with Windows.
- In the Windows application search bar, type
run
and launch the Windows Run app.
- In the "Open" text box, type
iexpress.exe
and click "OK" to run the program iExpress.
- Select "Create new Self Extraction Directive file."
- Select "Extract files and run an installation command."
- Type an appropriate title for the new installation package.
- Select (optional) "Prompt user with:" and type an appropriate prompt.
- Select "Do not display a license."
- Click the "Add" button and select the two files you generated earlier.
- In the "Install Program" text box, type
msiexec /i ReplaceThisTextWithTheFullNameOfTheMSIInstallFile.msi
- Select the default "Show window" option.
- Select "No message."
- Click "Browse," select a convenient location on your computer to export the new installation file, and give it an appropriate name.
- Select "No restart."
- Save the Self Extraction Directive to a convenient location (optional).
- Create the final package.
This final package contains both the installer .msi
file and OSU's license information, so patrons will not need a license key when they run the installer. Upload the final install package to the EZproxy server.
Create Volume License Installer (Macintosh)
Documentation coming soon...(after the release of EndNote 20 for Macs)
Posting the Volume License Installer on EZproxy
Note: Repeat this process for each version/operating system.
- Compress the install file and copy the resulting
.zip
archive to docs/loggedin
on EZproxy.
- You can test this worked correctly by navigating to
https://argo.library.okstate.edu/loggedin/NameOfYourFile.zip
and ensuring your file downloads.
- Save a local copy of one of the current instruction pages (named with the following pattern:
EN*_[pc|mac]_install_help.html
). Rename it appropriately and adjust the content to reflect installation instructions for the latest version of EndNote.
- Archive a copy of the new instructions page to the library's EndNote GitHub repo.
- Upload the new page into
docs\loggedin
on EZproxy.
- You can test it is working by navigating to
http://argo.library.okstate.edu/loggedin/NameOfYourNewPage.html
- Add appropriate links to either
mdownload.htm
or wdownload.htm
so patrons have links to the new installer and installation instructions.
- Update the EndNote Version section of the EndNote Registration MachForm.
- Go to the EndNote Download LibGuide and do a test run to ensure everything is working correctly.
- Let the RLS EndNote point of contact know the newest version is now available.
Clean Up
- Hide any old/unsupported versions from the EndNote Version section of the registration MachForm.
- Remove old/unsupported links from
wdownload.htm
and mdownload.htm
- Archive unused instructions pages in the
prev_files/
folder of the EndNote GitHub repo.
- Commit any final changes to the EndNote GitHub repo.