Choosing the Reset PIN Configuration for a Profile

You can choose whether borrowers can reset their PIN within the Horizon Information Portal interface.

To choose the reset PIN configuration for a profile

1 Access the profile you want to change, or add a new one.
2 Click Profile Information.

The Administration tool displays the Profile Information page.

3 Scroll down to the Reset PIN Information section:

4 Update these fields to choose the borrower authentication information:

Field

Action

Enable Reset PIN

Mark this box if you want to allow library patrons to reset their PIN through the Horizon Information Portal interface for the profile.

The patron does not have to have an existing PIN to use this feature. If patrons do not already have a PIN, the reset feature allows them to create one.

If you enable this feature, you must set the Borrower Authentication Field 2 to pin#. Additionally, the Borrower Authentication Field 1 selection must be for a unique value or the feature will not function as expected.

In order for this feature to be available to the patron, this option must be enabled both on the profile being accessed and at least one profile associated with the patron’s home location.

When you select this option, the system enables a Forgot PIN button in the Horizon Information Portal interface.

You can change the default text for labels associated with this feature (such as the “Forgot PIN” label for the button) in the Security variables page. For more information, see Changing Variables.

Site Custom Link

If you want to use a third-party system to handle the PIN reset feature from the point where the patron clicks the Forgot PIN button, specify a custom URL for this field. This third-party system could be your own webpage or a system such as LDAP.

This third-party system must handle the entire process of a PIN reset—from verifying the patron’s credentials to resetting the PIN.

When you specify a value for this field, Horizon Information Portal ignores any values used for the Email Template and HIP Base URL fields.

When you do not use this value, Horizon Information Portal verifies the credentials of the patron, creates and stores a token, creates an email for the user, and responds to a patron who has clicked the link from the email.

This field can be a maximum of 100 characters.

Email Template

Optionally, specify the file name of the email template to use when sending the reset PIN email confirmation message. For example, resetpin.txt

This email goes to the email address of the patron associated with the active address. In determining which email address to use, the system checks first for a permanant address selection and then tries to locate one for a temporary address whose date range includes the current date.

For Horizon Web Services, a successful reset PIN request results in an HzWs token. However, when invoked through Horizon Information Portal, a successful request results in a session token for the user so that they are logged in to Horizon Information Portal. This means that the patron will not be required to provide the previous PIN.

The specified file must be located in the jboss/server/default/conf/emailTemplates/resetPin/<Lang>/ directory, where <Lang> is the locale for the user. For example, en_US (for English in the United States) or fr_CA (for French in Canada). Therefore, if it does not already exist, you must create the appropriately-named language directory that matches a Java locale for the language that your library supports. By default, the installation program creates the following directories: en_US, es, fr, fr_CA, and de_DE. To get a list of appropriate locales, perform an internet search for “java locales list”.

If a file is specified that does not exist, the system uses the default.txt template for the locale of the user. If there is no default language template for the user's locale, the system uses the template that corresponds to the Email Template name (located in the jboss/server/default/conf/emailTemplates/resetPin/ directory). If that does not exist either, the default.txt template for the system is used (located in the jboss/server/default/conf/emailTemplates/resetPin/ directory).

If an Email Template name value is specified and all the default templates do not exist in the Horizon Information Portal system, the system returns an error response when the reset PIN request is made.

If no value is specified, the system uses the default. If no default exists, the system returns an error response.

If you create your own templates or modify the existing templates, you must use a text editor that allows you to save the file using the UTF-8 specification.

This field can be a maximum of 100 characters.

This value is only needed if you do not specify a Site Custom Link.

Base HIP URL

Optionally, specify the base Horizon Information Portal URL. This requires only the domain name or IP address; any other necessary components of the URL in the email will be added automatically by Horizon.

For example, mylibrary.org

If desired, you can also specify the following:

The protocol (http:// or https://), before the domain or IP address
The port number (if applicable), after the domain or IP address

For example, http://mylibrary.org:8080/

The URL is used in the email sent to the patron. This value is only needed if you do not specify a Site Custom Link and if the URL for Horizon Information Portal is different than what is in the hip.properties file or HttpServletRequest. For example, if you have a load balancer or proxy server.

This field can be a maximum of 100 characters.

5 Click OK.

The Administration tool returns to the Edit Profile page.

6 When you finish making changes in Information Portal, restart the Application Server process (JBoss).

 


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