Related product I-Share

Voyager Client Installation Instructions: Manual Method

Revised 11/14/2018

Before You Begin

Please consult the system requirements information before you install clients.

Review your installation options available on the Voyager Clients and Tools> Installing Voyager section.

There are two methods your library can use to install Voyager clients on staff computers:
1) the Voyager Client Update Checker
2) Manual Installation

The directions on this webpage are the steps for the "Manual" installation method:

  • This method is more labor intensive because it requires you to manually configure the computer to have the CARLI consortial files and settings.
  • If you prefer this Manual installation method, continue with the steps below.

If you'd prefer to use the "Voyager Client Update Checker" installation method, which automatically configures the computer to have the CARLI consortial files installed, the directions are available under the Installing Voyager section of the Voyager Clients and Tools page.

Part 1: Download the Clients

The client executable file is available for download from the CARLI website.

  • The clients can only be downloaded from recognized IP ranges on your campus.
  • CARLI recommends that you save the executable to your computer's desktop for ease of installation.

Part 2: Install the Clients with the Windows Installation Wizard

Before you begin installation:

  1. If your computer has Windows 7, 8.1, or 10, follow these directions to clear an occasional permissions error before beginning the installation.
  2. Make a copy of any existing configuration and initialization files (e.g. voyager.ini, callslip.ini, circbib.cfg, bib.tem, report.mdb, etc.) from previous installations and save them in a folder on your PC outside of the default Voyager folder.
    • Document your client Preference settings in the Cataloging, Circulation, Acquisitions, and Reporter clients as these Preferences may be reset to defaults during installation.
    • The Voyager folder and all its contents may be overwritten during the manual installation of new clients.

Installation process:

  1. Log onto the computer with "Administrator" privileges; Admin privileges are required to install the Voyager client software.
  2. Double-click on the VoyagerInstall.exe file.
  3. The Welcome screen will appear. Click Next.
  4. On the User Information screen, enter your Name (just your name, not your Voyager login) and Institution and choose the Windows users for which you intend to install the clients.Screenshot shows the Voayger 9.1.1 User Information screen where a prompt is located to enter your name and your organization's name.
  5. On the Destination Folder screen, CARLI recommends that you place the files in the default folder (C:\Voyager\), but you may install Voyager clients anywhere you choose. Click Next.
  6. On the “Select Installation Type” screen, you will then be asked if you want a Typical, Complete or Custom installation. Choose your installation type and click Next.
  • Typical will install Acquisitions, Cataloging and Circulation.
  • Complete will install all clients (Acquisitions, Cataloging, Circulation, CircSelfCheck, Reporter, Callslip, SysAdmin) and Access Reports.
  • Custom will allow you to select the components you wish to install.

You do not have to install all of the clients on each machine. Only install those that are useful to the operator of that machine. There are no security restrictions for the Callslip and Reporter programs; they are accessible to anyone with an operator ID. Therefore, you will want to think carefully about which machines require these modules.

If you select Custom you can choose which clients you want to install. Click the down arrow on the icon next to the Program name and choose Client Selected for installation icon; icon looks like an old fashoned hard drive symbol. to install the Program component or Client not selected for installation icon; symbol looks like a red letter X. not to install the Program component.

Screenshot shows the step in the Voyager Installation process where staff select which clients will be installed on teh computer, and which will not be installed. Clients that you choose to install will show a "harddrive" icon; clients that you choose not to install will show a red X.

Once you have selected the Program components that you wish to install, click Next.

  1. Follow the remaining prompts in the Installation Wizard to complete the installation.

Part 3: Configure the Clients

The following files are among the many files necessary for access to and functionality within Voyager.
Be sure these are set up and configured properly on each computer after installation.

Voyager.ini file:

In order for the clients to function properly, they must be configured to point at the correct server/port combination. Within the Voyager folder that was created by the client installation process, you'll see a Configuration file named "Voyager" or Voyager.ini (referred to below as the "voyager.ini" file).

  1. Open the voyager.ini file with Windows Notepad. In the file, you'll see various stanzas, one for each client application (Acquisitions, Cataloging, etc.). Each default stanza contains the following components:

Server=xxx.xxx.xxx.xxx
Port=70## (the ## value will differ in each client stanza, and should be retained as is. For example, for Circulation ## will equal 30.)
Timeout=60

On each PC, the values in the voyager.ini file for Server and Port will need to be replaced with your library's correct information.

  • For your production database, the server is: Server=voyager.carli.illinois.edu
  • Each library has its own unique port number:
  • For the Timeout value, CARLI recommends that this value be set to 600 or higher (the value is in seconds).
  • In the Circulation stanza, CARLI recommends that the ChargeTimeout value be set to 60.
  1. [E-mail] stanza: If the library is using the default Voyager email notice functionality, the PC from which notices are run must have the [E-mail] stanza in the voyager.ini file configured.
    Read the Sending Voyager Notices via E-Mail documentation; setup steps for individual staff computers are listed under both available methods.
     
  2. Optional stanzas: There are additional, optional stanzas and variables available for configuring special features of Voyager: [GlobalLog] variables, [MARCPosting], [SearchURL], and the [Circulation] ChargeTimeout element. These optional stanzas are not configured in the default voyager.ini file that is created by the installation process but can be added or adjusted manually by editing the voyager.ini file on your PC, using Notepad. None of the optional stanzas are required to use the I-Share Voyager system. They may, however, be useful to you. More information on configuring these features.

Callslip.ini file:

On PCs that had the Call Slip daemon (client) installed, a default Callslip.ini file was included with the installation; however, there are I-Share recommended values for this file that differ from the default.

  1. Update the callslip.ini file to be the consortial version of the callslip.ini file following the directions for downloading and installing the file Voyager 9.1.1 Consortial Callslip.ini: Overview and Installation.

Voyager Reporter files:

Reporter is the client that libraries use to print notices and run canned Voyager reports. Reporter is likely to be installed only on selected PCs within the library.

  1. Perform both of these fixes for all new Voyager installations:
  2. When staff use Reporter for the first time, they'll need to configure preferences within the client. Refer to:Voyager Reporter Client: Instructions & FAQ
  3. If your library has made local changes to your print notices' formatting, you can paste the Reporter configuration files you copied at the beginning of Part 2 above into the \Voyager\Reporter\ directory.

Client preference/option settings:

Client preferences and defaults should be set as appropriate in the Cataloging, Acquisitions, Circulation, and Reporter clients. Library staff are encouraged to document local preferences and policies or take screen shots of their preferences prior to upgrade.

Voyager Cataloging Tag Tables (Optional):

The Voyager Cataloging client uses files called Tag Tables that are defined on each PC. When bibliographic, holdings or authority records are edited, saved, or created, these files are used by the system to know which fields, subfields, and indicators can be used.

The Tag Table files provided by Voyager client installation are updated by ExLibris, but the I-Share Cataloging and Authority Control Team maintains an updated set of files with unique consortial changes that can be downloaded from the CARLI website and installed on your PC.

  1. If Voyager Cataloging will be used on this computer, please review the Information on Tag Tables and instructions for downloading them for directions on updating the computer to have the consortial Tag Tables.

Part 4: Use the Clients

Create shortcuts for the clients that you will use most often and pin them to the taskbar, start menu, or desktop for easy access.

  • To avoid permissions issues if the Cataloging and/or Acquisitions will be used on the computer:
    • Cataloging: Create the shortcuts and/or pin the CatalogStart.exe version of the client, instead of Catalog.exe
    • Acquisitions: Create the shortcuts and/or pin the AcquisitionsStart.exe version of the client, instead of Acquisitions.exe.

To start using a client:

  1. Double-click the client icon.
  2. At the prompt, enter your Operator ID and password.
  3. Click OK.

If you have problems with client download, installation, or configuration, contact the .