Oki 59318401 manual

59318401 PrintSuperVision Configuration Guide[...]

2•C o p y r i g h t Copyright © 2009 by Oki Da ta. All Rights Rese rved PrintSuperVision Configuration Guide P/N 59318401, Revision 1.0 April, 2009 Every effort has been made to ensure that the info rmation in this document is complete, accurate, and up-to-date. The manufacturer assumes no responsibility for the results of errors beyond its cont[...]

3 • Contents Contents ____________________________ Notes, Cautions and Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 New Names/New Editions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [...]

4 • Contents Configuring the Ordering of Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Search for a Supply Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Select Printers, Then Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Items for Local Printers . . . . . . . . . . .[...]

5 • Notes, Cautions and Warnings Notes, Cautions and Warnings ___________ Specifications subject to change withou t notice. All trademarks acknowledged. Note A note provides additional information to supplement the main text. CAUTION! A caution provides additional in formation which, if ignored, may result in equipment malfunction or damage. WARN[...]

6•I n t r o d u c t i o n Introduction _________________________ PrintSuperVision (referred to as PSV throughout this document) is a Windows server application designed for managing and monitoring network co nnected printing and copying devices. The core application is server-based and is accessible fr om any browser enabled device connected to t[...]

7 • New Names/New Editions New Names/New Editions ______________ PSV Version 3.6 introduces two new editions that better support various size organizations. • The Professional Edition is designed for small and mid-size organizations with just a few or sever al hundred print/copy devices. It is genera lly installed on a centr ally located Window[...]

8 • Installation Installation __________________________ To install PrintSuperVision Enterprise Edition, plac e the CD in the appropriate drive and wait for it to auto-run. A standard licensing agreement is presented . To install PrintSuperVision Professional Edition, locate the executable file that was downloaded from the Oki website, and click [...]

9 • Setup and Configuration Setup and Configuration ________________ Immediately following installation, the PSV setup t ool is launched. Follow the step by step process to configure PrintSuperVision. Keep in mind that many of the configuration options are also available from within the PSV application so it is not imperative to complete all set [...]

10 • Setup and Configurat ion Optional Easy Configuration (PSV Professional Edition Only) The Features tab is not included in PSV Enterprise Edition. After choosing a language and clicking Next you will be prompted to select the single-user “Easy” configuration or the standard serv er-based PSV Prof essional configuration located in the Featu[...]

11 • Setup and Configurat ion from the Enterprise edition. Both versions of SQL are provid ed on the PSV Enterprise Edition CD for convenience. The database section also allows you to apply the following options to a previously used database: •b a c k u p •e x p o r t • e r a s e •c o p y • trim data. 1. Click the Data tab to view these[...]

12 • Setup and Configurat ion If you already have SQL Compact Edition installed on your server, you still must go through the following steps to “create” it. 3. After clicking Apply , you will be prompted to create a new database, Change an existing one, or migrate y our current database to a new one. • For new PSV Installations click Creat[...]

13 • Setup and Configurat ion If IIS it is not installed on the target server/compu ter, it will not be visible in the Web Server drop down box displayed below. To install IIS (in XP) 1. Go to your Control Panel and select Add/Remove programs and Add/Remove Windows components from the left sidebar . 2. Check the box associated with Intern et Info[...]

14 • Setup and Configurat ion 1. Click Apply after a new username and password have been created. 2. Click Next to go on to the next setup module. Configuring Your e-mail Server for Alerts In order for PSV to send out device re lated aler ts via email, you must first enter the ne cessary information such as the address of your email server, usern[...]

15 • Setup and Configurat ion 1. First, enter the desired Email Server Address and SM TP server port (default port number is 25 and 456 or 587 if us ing SSL/TLS). 2. Select the appropriate email sending method. PSV provides 4 methods tha t define how the email message is sent: • Method 1 - This is the Default setting. It uses a SMTP library fro[...]

16 • Setup and Configurat ion Registration You can register your new PrintSuperVision softwa re with Oki Americas or Oki Europe by clicking the Register button. Registering your name and email address with Oki Printing Solutions will help us keep you informed of new product releases and PSV related informatio n. All registration information suppl[...]

17 • Setup and Configurat ion Check for Security Updates As a convenience, PSV provides links to check fo r Microsoft security updates before completing the setup process. 1. Click on the Windows Updates Link to go to: http://update.microsoft.com/microsoftupdate/v6/default.aspx?ln=en-us Or Click the IIS Lockdown Wizard link to go to: http://www.m[...]

18 • Setup and Configurat ion Program: Identifying Version Numbers The Program tab is provided as a means to quic kly identify the version numbers of each major component in PrintSuperVision. Click Run to complete the setup process and begin using the PSV a pplication.[...]

19 • Getting Started Getting Started ______________________ Now that you have installed and configured Prin tSuperVision, use any browser-enabled comp uter or device connected to your network to access the PSV application. Open your browser and type the IP address of the PSV server, followed by /printsupervision. For example: http://IP address/pr[...]

20 • Getting Started 2. Click Users from the drop down box. 3. Click the Add User button and fill in the user's information. Make sure that y ou include a password that contains at least 6 digits. 4. Before clicking Save , assign the appropriate user rights by: Selecting Administrator from the Add to Group drop down box. Or Leave blank For S[...]

21 • Getting Started 6. Click Save . A list of groups will be displayed. You will notice that the new group name is automatically added to the Add to Group drop down menu when adding an individual user. For convenience, the All Users button has been provided in the User Groups area to help identify if an individual has been assigned to a group. C[...]

22 • Creating/Editing Groups of Devices Creating/Editing Groups of Devices _______ Before discovering the devices on your network, it may be beneficial to create gro ups in order to monitor and manage them in an efficient manner. • A group can have attributes assigned to it su ch as location, contact person, SNMP community and even images of ma[...]

23 • Creating/Editing Groups of Devices Adding/Removing a Device To add a device to an ex isting Group 1. Click Printers from the main menu and Printer Groups,Maps from the drop down menu to view a list of groups already created. 2. Click Edit in the Edit Column. 3. Click Add Printer . 4. Select the appropriate device from the Printer drop do wn [...]

24 • Creating/Editing Groups of Devices If the group was initially empty, you will see th e added device list ed after saving. If the group already contained devices you will see an updated list of all devices in that group. To remove a device fr om an existing group 1. Click Printers from the main menu and Printer Groups,Maps from the drop down [...]

25 • Creating/Editing Groups of Devices 1. Select Printers from the main menu and click Printer Groups, Maps . 2. Select a sav ed image file from the drop down menu and click Save or click Upload New Map to browse for your desired image. Once your desired image has been located, click Upl oad . 3. Place a device icon on the map or floor plan. 4. [...]

26 • Creating/Editing Groups of Devices 7. Click on the image and the device icon will be placed where your mouse pointer is positioned. To move the device icons at any time, click the Place on Map button and drag and drop the icon to the desired location on the map. Left click once mo re to activate. Remember, when viewing the map or floor pla n[...]

27 • Creating/Editing Groups of Devices While on the Device Status Page , you can link back to the map or floor plan by clicki ng the On Map button. Note If you return to the map or floor plan from the Device Status Page by clicking the On Map button you will o nly see that device's icon on the image. To see all device s on the map or floor [...]

28 • Discovering Devices Discovering Devices ___________________ The next step is to discover devic es on y our network. Click the Printers tab from the main menu and select Discovery from the drop down menu. PSV is capable of discovering any device that is compliant with Public Printer MIB Specification RFC 3805. Click Start Discovery if you wan[...]

29 • Discovering Devices The Add button allows you to: • Add an IP address of a device to the discov ery database • Create a discovery list based on IP subnet entered • Create a discovery list based on a range of IP addresses indicated Click the IP Address radio button and click Next . When adding a specific IP address to the discover y dat[...]

30 • Discovering Devices Discovery: Exclude Button Use the Exclude to exclude a specific IP add ress or IP address range from the discovery process. 1. Click the Exclude button and select either Exclude IP address or Exclude IP range . Notice that PSV displays all IP Addresses and IP Address Ranges that have been excluded previously.[...]

31 • Discovering Devices 2. Enter the desired IP address to exclude and click Save or for IP R ange, enter the range of IP addresses to exclude and click Save . 3. T o include an IP address or IP Address R ange that w as previously excluded, return to the Discovery sec tion, click the Exclude button, click the IP Address or r ange of IP Addresses[...]

32 • Discovering Devices Discovery: Windows Button 1. From the Discovery screen, click the Windows button. The Windows button provides a list of devices that have been saved in the local system's Windows Print Queue. The local system is defined as the desktop or server that PSV is running on. Each device listed can be selectivel y saved to t[...]

33 • Discovering Devices Indicate the appropriate date, time and a re curring interval that you desire for the discovery to take place. An added feature is the ability to send the Admin an email message indicating the results of the discovery. Leave blank or indicate who the email should be sent to. Click the Save button to save the Discovery sch[...]

34 • Discovering Devices Other Discovery Options Show Addresses Selecting Show Addresses displays a list of all IP addresses that PSV attempts to discover when a Discovery is performed. Save DNS Addresses Save DNS Addresses translates IP addresses to DN S names if possible, and saves them in the PSV database. When a list of devices is displayed i[...]

35 • Discovering Devices clicking Refresh , the status icons are returned to an active state. Enter a desired value for each option and click Save . After the discovery process is complete clicking the Printers button at the bottom of the screen will display a list of the devices that were previously discovered with refreshed status. Clicking the[...]

36 • Discovering Devices Click Printers > Discover y from the main menu. The two di scovery options available are: Add Subnet and Exclude . Both features are identical in functionality to PSV Pro and PSV Enterprise although more limited. See previous discussion for a complete description of these features. My Printers PSV Professional and PSV [...]

37 • Discovering Devices PSV detects and locate s devices that have s imila r network addresses to the client computer (or browser enabled device) being used to access the PSV application and automatically includes those devices in the Near Me group. From the main menu select Printers > Near Me from the drop down menu. De vice status in the Ne[...]

38 • Configuring email Alerts Configuring email Alerts ________________ Now that you have discovered devices on the network and logically organized them into groups, the next step is to set up PSV to notify a helpdesk or network admin that a device has generated an alert. Alert notifications are available in the Enterpri se Edition and the server[...]

39 • Configuring email Alerts • Select the format of email messages (text or htm l) 4. Click Save after the information has been entered. Configuring email Server 1. T o set the parameters for sending alerts in email, click the Configure Email button fr om the Email Alerts page. 2. Enter the following inform ation and click Save : • Address o[...]

40 • Configuring email Alerts • Maximum number of message attempts 3. Click the Select Properties Button to customize the email message to include additional device information in the Alert message. 4. Select all desired device infor mation and click Save . In addition to device-related parameters such as Location an d Contact, PSV allows oth e[...]

41 • Configuring email Alerts 1. T o add an event, go back to the Email Alerts page and click the Status Events button. A list of default events is displayed: 2. Y ou can click the name of the Event to see a list of conditions included in that event category . 3. Click the Add Event button and enter a unique name to the customized ev ent. Note Pr[...]

42 • Configuring email Alerts 4. Assign a severity level to the event by selecting one of the options from the drop down box. Select one or more cond itions to assign to the event by selecting the check boxes in the left margin. 5. Click the Add Event button at the bottom of the page (not shown in the screenshot above) to save the customized Ev e[...]

43 • Configuring email Alerts 1. T o modify status codes return to the Email Alerts main page and click the Status Codes button. 2. Scroll through the list of conditions or type in a filter (search) word to narrow your choices. 3. Click on the severity icon listed in the Edit Severity column. 4. Select the new severity level from the drop down me[...]

44 • Configuring email Alerts The default severity level and the changed seve rity level are displayed in the Sta tus Codes page. 5. Click your browsers back button to r eturn to the Email Alerts main page. For convenience and quick navigation, a Use rs button and Process Alerts Now button have been included on the Email Alerts page. The User but[...]

45 • Data Collection Interval Data Collection Interval ________________ PSV periodically collects data from devices and sa ves it into a database, thereby enabling PSV to create reports or generate Alerts. Users with Admi n rights can configure the data collection interval time in hours for basic usage informatio n and in minutes for processing A[...]

46 • Cloning Cloning PSV Enterprise edition offers a time -saving featur e called Cloning. Cloning is not available in PSV Professional edition. Cloning allows multiple dev ices of the same type to be configured remotely using the settings of an origin device. Essentially, the cloning feature copies the de vice configuration settings of one devic[...]

47 • Cloning 4. Select the r adio button for the “origin” device and click Next . 5. Select a compatible “destination” device that will be configured with the same parameters and click Next . 6. Select properties to be cloned and click the Start Cloni ng button. PSV will apply the values of the selected properties to al l destination devi[...]

48 • Group Configuration Group Configuration Only available in the PSV Enterprise edition, Group Configuration is a more advanced way to configure devices remotely by using the parameters from one device to set up the configuration of a group of similar devices. Group configuration uses an XML file as a “Tem plate” to remotely set up groups o[...]

49 • Group Configuration The new password will be saved to each B6300 device in t he selected group as well as i n the PSV database for future use and reference.[...]

50 • Configuring the Ordering of Supplies Configuring the Ordering of Supplies Both editions of PSV provide the op tion to order supplies on-line directly from the application. An Admin has several options to help make the supplies ordering process as easy and efficient as possible. We also understand that not every organizati on is setup to orde[...]

51 • Configuring the Ordering of Supplies Items for Local Printers Click this option for a list of supply item s related to the devices that PSV is currently monitoring. Use the list to obtain a description of the su pply item and Oki part number needed to place an order. Click Print at the bottom of the list to print it. All Available Items Clic[...]

52 • Configuring the Ordering of Supplies 3. Select the Print Header Enable check bo x to add the pre-configured information to each printable supplies order page. 4. Click Save to return to the Order Supplies page. Configuring the Supplies List There are four options to configure the supplies list that is inte grated into the PSV application. Yo[...]

53 • Configuring the Ordering of Supplies linking to an e-commerce shopping cart. Click the Verify before shopping cart check box for that option. Enabling/Disabling on-line Supplies Ordering To enable on-line ordering select the Online Link check box. This will add the Order Online button into the printer status page and allows users to order su[...]

54 • Configuring the Ordering of Supplies 2. Click Add Item . 3. Enter or edit the name and descrip tion of the supply item in the Name field. Since PSV uses the contents of the Name field as search criteria, it is important to indicate the model number of the device that the supply item is re lated to in that field. 4. If you plan to use a diffe[...]

55 • Configuring the Ordering of Supplies Disable Ordering Supplies To completely disable the ability to order supplies either on-line or by manually printing a supplies order page ( discussed earlier ), click the Disable Supplies Ordering button and click Save . Editing the Supplies List (Optional Link) The Edit Supplies List option provides a l[...]

56 • Supplies Ordering Calendar Supplies Ordering Calendar _____________ To help you plan ahead when orde ring supplies, PSV offers a monthly supplies calendar view that indicates (based on historic usage) when a sup ply item will run out and when a maintenance item needs to be replaced. You can print the calendar, adding your favorite picture if[...]

57 • Reporting Reporting ___________________________ PSV can generate several reports that identify supplies use, predict toner replacement dates, indicate pages printed and export device properties. Most reports can be displayed or saved in various formats including •H T M L •X M L •E x c e l •C S V • text files. Reports can be schedul[...]

58 • Reporting 3. Select the desired device attributes that you want to include in all re ports generated. 4. Click the Save button at the bottom of the screen (not shown in screen shot) to sa ve your selections. Toner Changes Report The “Toner Changes” Report shows the dates of the last toner cartridge replacement for a group of devices and [...]

59 • Reporting 2. Enter a range of dates or click on the calendar ic ons to select dates. Select a group of devices t o r e p o r t o n . S e l e c t a r e p o r t f o r m a t a n d t h e m e t h o d t o d i s p l ay r e s u l t s ; b y m o n t h o r b y va r i o u s table sizes to make the data more readable. 3. Indicate either HTML or Excel for[...]

60 • Reporting 2. Select a starting date and time, select a recurring interv al for the report to be gener ated and sent, indicate email recipients and click Save . The toner changes report will be generate d and sent to the recipient on the dates and times indicated. Schedule Log Report The Schedule Log Report provides an activity status log. 1.[...]

61 • Reporting Supplies Usage Report The Supplies Usage report displays current levels of toner as well as drum, transfer belt and fuser usage. • The report can be created for a grou p of devices or a single device. • R eport data can be formatted into an HTML table, placed into an HTML -based chart, auto imported into Excel or presented in X[...]

62 • Reporting 3. Click the Schedule button to schedule this report to run and be sent to a user via email. 4. Click Schedule Logs to view a running log of scheduled ev ents. Printed Pages Report The printed pages report displays the number pages printed over a perio d of time by an individual device or by a group of devices. Like all PSV reports[...]

63 • Reporting 7. Click the Show button to run the report. A sample report is display ed below . 8. The Printed Pages R ep ort can also be scheduled an d sent to a user at predetermined intervals. Click the Schedule button to co nfigure the delivery frequency of the report. 9. Click Schedule Logs for a running log of printed P ages R eport events[...]

64 • Reporting 2. Select Color/Mono Pages Report from the drop down menu. 3. Select an individual or group of printers. 4. Enter a desired date r ange. 5. Choose how the data should be displayed. 6. Click the Counter Values radio button to display mono , color and total page counts as a snapshot on a particular day for a date range indicated. 7. [...]

65 • Reporting Usage Report Many devices from Oki Printing Solutions are capable of producing a Usage Report that is generated and printed directly from the device. The Usage report tracks black and color printed pages and displays page counts in Letter/A4 size page equivalents (which is generally required for pay-for-print scenarios). PrintSuper[...]

66 • Reporting •T h e Email Configuration button is provided as a navigational convenience and is not necessary if your email system has already been configured. •T h e Send Email Now button sends the report in Email immediately to the recipient indicated in the drop down box. 5. Click the Schedule button to have the report sent to a user at [...]

67 • Adding Device Attribute Data Adding Device Attribute Data ____________ PrintSuperVison allows a user to attach att ributes to a device to help locat e it, to determine who is responsible for maintaining it, etc. The added attr ibutes are not reported by the device, so as a user you must manually enter data into the attribute fields. To add a[...]

68 • Configuring a Pr int Device Remotely Configuring a Print Device Remotely ______ In addition to all of the configuration options th at PSV provides, an Admin can always link to the device's on-board web page remotely to make even more configuration settings. 1. From the main menu se lect Printers . 2. Click Printers from the drop down me[...]

69 • Performing Day to Day Tasks Performing Day to Day Tasks ____________ Depending on the degree of automation set up duri ng initial configuration, PSV can essentially run in the background on autopilot and only ale rt you when a device needs attention, or routinely deliver usage reports. But there will always be situations where you need to ac[...]

70 • Performing Day to Day Tasks Changing the Device Properties Displayed At any time, you may customize the device properties you wish to display on the Printers Page , with the exception of IP address which is always displayed. 1. Select Printers from the main menu. 2. Select Printers from the drop down menu. 3. Click the Select Properties link[...]

71 • Performing Day to Day Tasks 4. Select the properties that you wish to display for each device. Notice too that you may select the device attributes that have been entered ma nually such as the city , state or postal code that pertains to the location of the device. 5. Click on the desired check boxes . 6. Click Save at the bottom of the page[...]

72 • Performing Day to Day Tasks Searching for a Device From the Printers Page you can use two methods to locate a particular device. 1. Click Models for a list of devices. 2. Select the model name of the device and click the Show button. 3. Use “Search” to type in the desired mo del name or number . Changing Languages The language displayed [...]

73 • Performing Day to Day Tasks Downloading Oki Drivers For convenience, PSV provides a built in search mechanism for Oki device drivers and quick links to download a specific driver. This feature saves time by eliminating the need to navigate, locate, and download drivers from the appropriate Oki website. 1. Select Tools from the main menu. 2. [...]

74 • Performing Day to Day Tasks Print to Remote Locations PrintSuperVision can even send print jobs from a centralized location to many remote devices at one time. For example, an in-house graphic desi gner can cre ate marketing material for their branch offices and use PrintSuperVision's Multi- F ile Printing Feature to distribute content [...]

75 • Performing Day to Day Tasks Creating a Maintenance Log / Managing Supplies Inventory The Maintenance Log feature allow s you to keep tr ack of services performed on individual devices and acts as tool to help keep track of sup ply it ems kept in your inventory including the price you paid for the item. All of the data in th is area must be e[...]

76 • Performing Day to Day Tasks Click Save . You may return to the electr onic storage cabinet at any time to edit the items, reduce the amount of inventory or delete the supply item. Click th e brown box icon in the edit column to edit supply items. To record a service call, click the Maintenance Log button and you will return to the main Maint[...]

77 • Performing Day to Day Tasks 2. Select Login Log from the drop down box. 3. Enter the date interval and click Show . Clearing (Deleting) Logs To save disk space you may choose to clear (delet e) all report logs, maintenance logs and login logs. 4. Select Options from the main menu. 5. Select Clear Logs from the drop down bo x. 6. Enter the da[...]

78 • Public Web Services Public Web Services ___________________ PrintSupervision offers developers sample test appl ications and function calls to integrate PS V with your other Enterprise applications. 1. Select Services from the main menu. 2. Select Public Web Services from the drop down box. Six samples test applications are provided and expl[...]