Insight 6.3 Administration Guide

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Last updated: Sept 04, 2012Version comment
7 min read


6.3



Luna Imaging Inc.
Insight® + LUNA

Insight 6.3 Administration Guide

Insight Studio & The Administrator Tools




Luna Imaging Inc.
Insight® + LUNA



This document contains information proprietary to Luna Imaging, Incorporated (Luna). This document is provided to you as part of the Luna Imaging, Inc. licensed software and is governed under the same licensing restrictions that apply to that license. You may reproduce this documentation, which contains Luna Imaging, Inc. proprietary information for use within your organization. You may not disclose or distribute this documentation to third parties.
Even though Luna has tested the hardware and software and reviewed the documentation, Luna makes no warranty or representation, either express or implied, with respect to the hardware, software, or documentation, their quality, performance, merchantability, or fitness for a particular purpose. Luna has made every effort to keep the information in this manual current and accurate as of the date of publication or revision. However, Luna does not guarantee or imply that this document is error free or accurate with regard to any particular specification.
In no event will Luna be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect in the hardware, software, or documentation, even if advised of the possibility of such damages. In particular, Luna shall have no liability for any programs or data stored in or used with Luna products, including the costs of recovering such programs or data.
No Luna agent, dealer, or employee is authorized to make any modification, extension, or addition to the above statements.
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?2010 luna imaging, inc.
2702 Media Center Drive
los angeles, california 90065
phone 800.452.LUNA (5862) • fax .323.908.1441
www.lunaimaging.com

Table of Contents
Introduction to Insight Studio
Installing Insight Studio
Running the Installer
Selecting an Installation Type
Choosing an Installation Location
Creating a Shortcut Folder
Selecting a User Manager Address
Specifying a Collection Data Directory
Launching Insight Studio
Quick Start
Common Terms and Definitions
Planning a New Collection
Designing a Metadata Structure
Components of a Catalog Template
Fields
Field Groups and Record Types
Object Records
Search & Data Display Properties
Considering Common Search Fields (Quick-Search Fields)
Pulling it Together – Creating a Metadata Map
Cataloging a Few Records by Hand
Workflow and Metadata Creation:
Choosing the Best Tools to Fit your Workflow
Creating a Base Record Template
Working with Small Batches
Working with Large Batches
More Complex Workflow Situations
If You Have Content in an Existing Database
If you Have Different Types of Users Importing and Managing Content
Images and Multimedia
Considering Virtual Collections
Creating your First Collection
Types of Collections
Log into Insight Studio
General Properties – Name & Description
Choosing a Theme
Creating a Custom Theme
Choosing a Background Image
Creating your own Theme
Catalog Templates
Choosing a Catalog Template
Confirming the Configuration before Creating a Collection
Publishing your Collection
Next Steps
Creating a Catalog Template in Insight Studio
Getting Started
Reviewing Existing Templates
Importing or Exporting Catalog Templates
Creating a New Catalog Template
You can make one of two choices:
Base a Catalog Template on an Existing Template
or
Create a Catalog Template from Scratch
Introduction to the Catalog Template Designer
Adding a Field
Setting General Field Properties
Insight Properties
Inscribe Properties
Cross-Collection Searching Properties
Creating Repeating Fields
Organizing Fields into Groups
Setting Field Group Properties
Rules for Field Groups
Choosing Field Group Display Settings
Setting Sort and Thumbnail Fields
Choosing Quick-Search Fields
Reviewing your Template's Properties
Publishing your Template
Modifying an Existing Catalog Template
Managing your Collection
Choosing a Collection to Manage in Insight Studio
Importing Data
When to Import Data
Using the Data Import Module with Collections Created in Versions Before Insight 5.x
Using the Data Import Module with the Indexer
Creating an Import File via CSV (comma- or tab-delimited)
General Rules on File Import
Generating a Data Import Template
Using the Data Import Template within Microsoft Excel
Specifying an Import File
Specifying the Field Delimiter
Handling Paragraphs or New-Line Characters in your Data
Handling Unicode Characters or Non-Western European Characters in your Data
Mapping Columns or Fields in Your Data to Fields in Collection
Performing the Import
Creating an Import File via XML (new in 5.5)
Data Duplication
Merging Duplicate Records
Media Processing
Introduction to Batches
Selecting Media for Import
Importing & Uploading Media
Mapping Objects to Media
Reviewing your Mappings
Publishing Changes
Updating Links between Object and Media Records after Publishing
Deleting Media
Deleting Media in Inscribe
Modifying Collection Properties
Managing Standards for your Collection
Enable/Disable Standards
Specify Standard Order Preference
Managing Access Permissions
Viewing Existing User Groups
Adding a New User Group
Introduction to User Authentication and User Management in Insight
General Concepts
Authentication Models
Managing Users in Insight Studio
Introduction to the User Management Tool
Opening the User Management Tool
Adding a New User to an Existing Collection
Creating New Folders
Creating New User Groups
Deleting User Groups
Adding new Collection or Personal Collection Managers after Installation
Cleaning Out Insight Shares
LUNA Administrator Tools
Introduction
Working with Personal Insight Managers
Managing Personal Insight
Creating a Custom Background Image for a Personal Collection
Creating Catalog Templates
Managing Personal Insight User Groups
Use Scenarios for Personal Insight User Groups
Creating Personal Insight User Groups
Managing Personal Insight Rights (new in 5.5)
Associating Users with a Personal Insight User Group
Moving a Personal Collection to a Different User Group (new in 5.5)
Tasks Available Only in Administrator Tools
Common Tasks you May Need to Perform Using the Administrator Tools:
Installing the Administrator Tools
Running the Installer
Selecting an Installation Type
Choosing an Installation Location
Creating a Shortcut Folder
Configuring the Administrator Tools
Copying the insightadminstore.dat Configuration File
To Add a New Collection, User, or Personal Insight Manager Manually
To connect to a User, Collection, or Personal Insight Manager
Managing Administrative Users
Adding Users and Managing Access to Insight Studio and the Administrator Tools
Administrator Tools by Section
Media Processing in the Administrator Tools
LPS, SPS and Image Files
Create New LPS
Edit LPS Reference
Create New SPS Reference
Review SPS Reference
Processing MrSID Files Using the Administrator Tools
Processing a Media Batch
Running Media Creation Process
Media Batch Tool Options
Reviewing and Modifying Mapped Media
Creating an Image Profile
Directory Structure Convention
Manage Objects-to-Media Mappings
Object Data Records
Media Records
Working with Catalog Templates in Administrator Tools
Notes on working with Catalog Templates
Modifying Catalog Templates (changing field and field group properties)
Understanding the Structure of a Catalog Template
Modifying Specific Settings within a Catalog Template
Adding a field from a Catalog Template
Removing a Field from a Catalog Template
Moving a Field Between Record Types
Moving a Field Between Field Groups
Modifying the Display of Your Data in the Insight Data Window
Catalog Templates and External Databases
Using Insight's Indexer
Running the Indexer for Fuzzy Date or Multi-page Document Indexing
Updating a Server's Thumbnail Caches
Running the Indexer to Import Data from External Data Tables
Other Insight Features
Creating Multi-Page Documents
Sample Data for a Multi-Page Document
Creating Multiple Multi-Page Documents Using Multi-Page Templates
Creating a Single Multi-Page Document
Managing the Stop List
Configuring the Insight Measurement Tool
Managing Collections
Managing Advanced Access Privileges (Profiles & Inscribe Permissions)
Adjusting the IP Address Restrictions for a Collection
Adjusting Profile Settings for a User in a Collection
Changing the Admin Account Permissions for a Collection
Advanced Configurations for Access & Permissions
Adding a Remote Collection or New Collection Manager/Personal Insight Manager to your User Manager
Adding a Collection Entry to Your User Manager
Adding a User Group
Adding/Editing a User and Assigning Access to Collections Using User Groups in the Administrator Tools
Deleting User Groups
Creating a Virtual Collection Using Insight Studio
Deleting a Collection
Deleting a Collection's Content
Collection Backgrounds in Insight 5+
Two Methods of Building Custom Backgrounds
Manually Creating and Installing Custom Backgrounds
Moving Background Graphical Elements to the Media Manager
Testing the Collection and its Custom Backgrounds
Leveraging Insight's Interoperability with OAI, Features to Create Reports, Dynamic Websites, Presentations, or Custom Applications
Ensuring Interoperability Features are Enabled for the Java Client
OAI Static Repository Generator
What is a Static OAI Repository
Creating and Implementing a Static OAI repository
Using the Reporting Tools
Installing the Reporting Tools on a Collection Manager's Database
Configuring the Reporting Tools for a Collection
Accessing the Views created by the Reporting Tools
Accessing the Thumbnail Label & Image Report
Accessing the Collection Template Report
Accessing the Field Data Report
Accessing the Collection Data Structure Report
Taking Advantage of the Insight XML Gateway
Using Remote Launch Strings
Enabling Remote Launch String creation in BrowserInsight
Enabling Remote Launch String creation in the Java Client
Creating a Custom Remote Launch String
Constructing a Base URL
Making a Request Based on a Search
Making a Request for a Set of Specific Images in the Group Workspace:
Opening an Image in the Image Workspace
Creating a Remote Launch String with Auto-Login
Special Remote Launch Parameters for the Insight Java Client
Special Remote Launch Parameters for BrowserInsight
Tuning Image Processing Application Memory for Insight Studio and Administrator Tools
Advanced Settings for the Insight JPEG2000 Encoder in Insight Studio and the Administrator Tools
Changing the JPEG2000 Compression Settings for the Administrator Tools or Insight Studio
Locating the Sample JPEG2000 Compression Settings File
Configuring the Compression File for "Lossless Compression"
Installing the JPEG2000 Compression Settings File
Insight's Database Table Structure
Indexer & Source Tables
Inscribe, Insight Studio, and the Indexer
Insight Collection Name Display Characteristics
Changing a Collection Name Using Administrator Tools
Tables