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A lobby sign-in application using DocuSign technology

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Environment

This is the software used during the development and testing of the Lobby App:

  • Ubuntu Linux 13.04
  • NodeJS 0.10
  • SQLite 3.7.15.2

Installation

Prerequisite Software

For Debian Linux-based systems (such as Ubuntu), run these commands to install the prerequisite software (please note that '$' means that it should be run on the command-line terminal):

$ sudo apt-get install nodejs-legacy npm ant make g++

Lobby App Installation

Let's assume that the app is in a directory called "lobby".

Run these commands to install the app:

$ cd lobby/
$ ant install

Setting Up the Document

The document that a visitor may need to sign must be a PDF file and be named "document.pdf", placed at the root of the app installation (where "app.js" is located).

This document can be configured to be sent as carbon copies (CC) to people other than the signer. A sample configuration JSON file is provided as "config.json.sample". You may copy this file into "config.json" and modify the values accordingly.

You will need the file config.json in order for the app to run. If you do not require CC recipients, you may leave that config field blank like so:

  "DS_SEND_CC_RECIPIENTS": []

Integrator Key

You may need to set an integrator key in the admin panel (more details in the "Administrator Access" section). You can always get a key for free here:

http://www.docusign.com/developer-center

To set the integrator key into the app, go into the admin panel (available at http://{hostname}/admin) and click on the "Change App Settings" button. There should be a text field where you can put in your integrator key.

The integrator key is required for these functions of the app:

  • Signing an NDA.
  • Sending a visitor notification email to the host.

The integrator key generated for a DocuSign account can work with a different provisioning account. This means that you can leave the default provisioning account (lobby.app@gmail.com) alone when you set in your integrator key into the app settings.

Installing as a Daemon on Ubuntu

For Ubuntu Linux systems, you can run this command to install the app as a daemon. Doing this will make sure that the app is running even after the entire operating system has been rebooted:

$ sudo ant daemon

You may run the daemon like so:

$ sudo start lobby

To restart the daemon:

$ sudo restart lobby

To stop the daemon:

$ sudo stop lobby

When running as a daemon, the app will log various events into this file: /var/log/lobby-app.log

Setting the Time Zone on Debian-based Systems

On Debian-based systems (such as Ubuntu Linux), you may have to set the time zone. Not doing this will make the lobby app display the wrong time on the visitor history page.

$ sudo dpkg-reconfigure tzdata

Executing the Lobby App

The app can be executed by using this command:

$ node app

Now point your browser to this address: http://localhost:3000

Browser Settings for Lobby App Usage

Third-party cookies are loaded when the Lobby App is interacting with DocuSign. You may have to change your browser settings to allow third-party cookies usage. If this is not enabled, you will see a white screen where the DocuSign screen should be.

For the default iPad browser (Safari), go into the browser setting page and change the setting labeled "Accept Cookies" from "From visited" to "Always".

Using a Different Port Number

If you would like to use a different port number other than the default number of 3000, you may do so as follows:

$ PORT=31415 node app

If your desired port number is less than 1024, you will have to prepend the command with "sudo", like so:

$ sudo PORT=80 node app

Administrator Access

To access the administrator panel for the app, go to this address from your browser: http://localhost:3000/admin

The default password is "CHANGEME". This password may be changed through the app interface.

Uninstalling

Uninstalling the app can be done by simply deleting the directory that has the app code:

$ rm -rf lobby/

Testing [optional]

Loading Demo Data for Testing Purposes

If you are developing or testing, then you should run this command:

$ ant database-dev

This command will populate the database with test data.

Running Tests

To run the unit tests for the app, you may run this command:

$ ant test

Getting Coverage Data

To get coverage data, you may run this command:

$ ant coverage

Then open this file in your browser: build/coverage.html

Resetting the Administrator Password

As a last resort, one may reset the Lobby App administrator password by running the following command:

$ node reset-admin-password.js

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