Fields: Add/Edit Horizon Web Services Authentication Server

If you are using the Horizon ILS to manage patron authentication, you can use Horizon Web Services to connect to the patron store. Patrons will be presented with the same login as with the other means of providing authentication. By authenticating through Web Services, Portfolio can provide patron services such as My Account without leaving the Portfolio interface.

Specifies a unique code for the server (up to 30 characters). This code is used to identify the authentication server on the Authentication Servers page and on any other pages that display the authentication server code.

Codes are displayed in all upper case letters. If you enter lower case alphanumeric characters for the code, the software automatically converts them to upper case when the code is displayed. The Entry Code cannot include spaces. If you enter a space, Portfolio will display an error message when you save the settings.

Note: This value must be unique. If you enter a code that is already being used elsewhere on the system and try to save the authentication server, the software displays an error message indicating that the value must be unique, and informing you that the value you entered is already being used for another authentication server.

Specifies the system name of the Web Services authentication server (up to 80 characters) for the specified language. This name is used to identify the Web Service server on the Authentication Servers page and in the Security Options area of the Add/Edit/Copy Profile page. (For more information, see Fields: Add/Edit/Copy Profile.)

For this field, you can also specify an alternate name for a specific language. Choose the language from the drop-down list of supported languages, then enter the localized name in the field.

Note: If your web browser is configured to use a display language that is not supported by Portfolio and you have chosen to display the Admin console in a language other than the default language (en_US), the language that displays in the drop-down list of supported languages defaults to US English.

If a localized name already exists for a specific language, the software displays that language name differently in the drop-down list. When you enter a localized name for a specific language, the language name appears with a “++” suffix. If you clear the localized name for a specific language, the software displays the language name without the different formatting.

Specifies the Horizon Web Services instance to use for authenticating to your ILS. If the Horizon Web Service you need is not listed, you will need to set it up in Web Services (for details, see Managing Web Services). If the web service you need is for the Symphony ILS, you will need to set up the authentication server with Symphony Web Services (for more information, see Fields: Add/Edit Symphony Web Services Authentication Server).

Lets Portfolio authenticate calls to Horizon Web Services. The Client Secret is the passcode that was set up in Horizon Web Services that enables various services. Specifically for the authentication server, it enables PIN recovery and self-registration; however, other authenticated functions, such as payments, also rely on the Client Secret.

Specifies that a link named "Forgot your PIN?" is added to the login interface that leads the patron through the steps of recovering a forgotten PIN or password.

Important: For the PIN recovery service to work correctly, you must enter the Web Services authenticated Client Secret.

Specifies the means of implementing self registration, including the option of disabling self registration.

Collecting the date of birth for children under the age of 13 without verifiable parental consent may violate the U.S. Federal law, “the Children’s Online Privacy Protection Act” (COPPA). SirsiDynix recommends that the library seek the advice of its attorney on complying with COPPA.

When you enter a URL in the field (up to 255 characters), the program activates the Register link in the Portfolio patron login. When the patron clicks on the link, the page that you specify opens. You can link to a page that your library has created that explains the registration process, or to a page that allows the user to register or begin the registration process.

Specifies that an interface is available for patrons to create an account for themselves through Portfolio. When you enable self-registration through web services, Portfolio inserts a Register link in the Login interface. When a patron chooses the Register link, an online registration page opens that presents the fields required to create an account at the library.

Important: For the self-registration service to work correctly, you must enter the Web Services authenticated Client Secret (for more information, see Horizon Web Services authenticated Client Secret).

Note: You can configure which registration fields appear on the self-registration page in the Horizon Information Portal Admin.

Turns off self registration for all profiles using this web services server and removes the Register link from the login page.

Specifies the layout and content of the page that Portfolio opens after the patron has successfully completed self-registration. The Post Registration Page editor is a WYSIWYG HTML editor that allows you to create a page of content as you would in a room. You can include further instructions to the patron, links to other resources, and the user ID assigned to the patron.

To display the user ID the system has assigned to the patron, include the "$USR_ID" code in the editor.

This option appears only when Enable Self Registration through Web Services has been selected.