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PrintFleet Optimizer - Northeast Print Supplies

1. input a Toner custom percentage Cyan threshold input a Toner custom percentage Magenta threshold input a Toner custom percentage 50 Editing alerts Deleting alerts Managing alert layouts PrintFleet Optimizer Using PrintFleet Optimizer Table 10 Status items that can be part of an alert Status Category Yellow threshold input a Toner custom percentage Alert codes custom inputs N A After an alert is created it can be edited at any time To edit an alert 1 On the Notifications menu point to Alert Settings and then click Alert Manager 2 Select a company to view their existing alerts Click under the Edit column in the row of the alert you want to edit 4 Make changes to the alert as desired and then click Update After an alert is created it can be deleted at any time To delete an alert 1 On the Notifications menu point to Alert Settings and then click Alert Manager 2 Select a company to view their existing alerts 3 Click Delete in the Options column in the row of the alert you want to delete 4 Click Confirm to verify deletion Alert layouts determine what columns appear in alert emails and in what order the columns will be displayed Unlimited custom alert layouts can be created A single layout can be assigned to multiple alerts By default alerts will contain the following fields in this order Device Name Serial Numb
2. To change the read only mode password 1 On the Options menu point to Read Only Mode and then click Change Password 2 In the Enter Password dialog box enter the current password for read only mode and then click OK 3 In the Set Password dialog box enter the desired new password for read only mode and then click OK 2 9 Updating the DCA software To take advantage of the latest data collection capabilities feature enhancements and bug fixes it is important to periodically update the DCA software You can update the DCA manually or your distributor may update the DCA software for you if you have Intelligent Update enabled See Enabling Intelligent Update on page 10 To update the DCA software manually e On the Help menu click Check for Updates e The update type allows for installation of Beta and Alpha releases if available or restricts updates to only stable releases 25 PrintFleet Optimizer Using the Printer Data Collector Agent 2 10 Understanding the network load associated with the DCA The following table shows approximate network byte load for various DCA scans compared to the network load associated with loading a single standard web page Table 4 Network Byte Load Associated with the DCA Event Approximate Total Bytes printers and 254 local IP addresses Loading a single standard web 60 KB page DCA scan blank IP 5 2 KB DCA scan 1 printer 7 2KB DCA scan
3. e To view the service history for the device click the icon beside Service History to view the Date Time Severity Updated By Maintenance and Notes for each service history item directly in the Service tab or click Service History or al to go to the Service History screen See Tracking device service history on page 55 Supplies Meters RENT wibSelianeous Model Additional Information Alerts J past 100 e mails E Flags al past 100 e mails Service History y Date Time Severity Updated By Maintenance Notes Feb 25 2010 4 10PM Low Cheryl Hurley Customer Order Ordered Yellow QTY 1 Ordered Magenta QTY 1 Yellow Feb 25 2010 4 09PM Low Cheryl Hurley Customer Order QTY 2 The miscellaneous area provides additional device information that does not fit into any particular category This information will vary by device but may include such things as paper levels amount of memory duplex capability etc 42 PrintFleet Optimizer Using PrintFleet Optimizer To access miscellaneous device information e On the Device Detail view click the Miscellaneous tab This will display the Label Value and Date the information was obtained for each miscellaneous data item Supplies Meters Service MUENTE Model Additional Information Label Value Date DEVICEINFO_DUPLEX FALSE Feb 18 2010 07 55 10 DEVICEINFO_ENTERPRISENUMBERS 11 Now 11 2009 07 21 54 DEVICEINFO_HOSTNAME HP7C4BE5 Nov 10 2009 09 35 1
4. Source Default Yellow 9 00 Source Default To add items to a supplies order 1 Under the Order column click the icon in the row of the supply you want to order Click additional times to increase the order quantity 2 If you are finished adding items to your order click Place Order to proceed to the order screen See Using the Supplies Order View on page 34 The meters area displays complete meters information including standard virtual and device specific meters for several different time periods today yesterday past 7 days past 31 days current month year and life of the device You can also access trend reports for each of these time periods To access meters information e On the Device Detail view click the Meters tab Supplies Service Miscellaneous Model Additional Information Yesterday Past 7 Days Past31Days Current Month Year Life 28 1338 1833 26 878 1306 2 460 527 27 788488 1117 16 34226 820 45 97 o 1 788104 92 69399 D Total Mono Color Fax Scan CopierMono CopierColor PrintMono PrintColor FIRMWARE 05000000004 ia 3 oooooooooo oooooooooo D o 0 o o o 0 o o o onoo 526 20060517 To access a meter trend report e On the Meters tab click one of the following column titles for the time period you want to run the report for e Today Displays a report showing pages printed since 12 00am on the current day e Yesterday Displays a report
5. To access the Supplies Order View e On the Device Views menu click Supplies Order View Widgets 15 of 208 Q Supplies Order View E Change 4 Root 0 of 5663 Device Pages Last 30 days Toner Order b E Beta Customers 0 of 5455 b I Demo Group 0 of 0 KONICA MINOLTA magicolor 2530 DL 0081 424089 Black Ea e sal Widgets 15 of 208 cyn 0 a El Magenta a a Yelow a a HP LaserJet P3005 8178 65841 Black Eas a SHARP AR M355N FE7A 59576 Black Oo a TOSHIBA e STUDIO5520C 0D4C 50974 Black o a a Cyan Oo a a Magenta a a Yeow a le Xerox WorkCentre Pro 55 v1 Multifunction 41246 Black o a a KONICA MINOLTA bizhub C351 B242 35451 Black Oo 8 c Cyan o a a Magenta sf Ja Yelow 8 a Canon iR C4080 62 03 2069 31628 Black Oo a g Cyan o af Ja Magenta sl lu Yeow s e KONICA MINOLTA bizhub C353 C703 30901 Black EM c cyan E e Magenta FEE a Yelow BS a a 15 m WW 4 Page i joris gt gt i 2 Displaying 1 to 15 of 208 items For devices that are capable of reporting specific percentage supplies levels toner level information will be displayed as a percentage For devices that are not capable of reporting specific percentage supplies levels toner level information will be displayed using the traffic light system See Understanding the Traffic Light System on page 32 Supplies can also be ordered via the Supplies Order View Later you can view previous supply orders To order suppli
6. e Manual installation from the local printer host computer e DCA push tool installation manual and automated e Third party push tool installation In environments that do not allow push installation tools you may be required to manually install the Local Print Agent application on each computer connected to a local printer To install Local Print Agent manually from the local printer host computer e Runthe Local Print Agent msi file on the computer you want to install Local Print Agent on The installation file is found by default in program files Printer DCA Support folder The installation file can be copied to a USB drive CD etc for portability The DCA has an embedded push install utility specifically for Local Print Agent In addition you can schedule periodic push installs to your entire DCA scan range to ensure that Local Print Agent gets installed to any new computers on the network To push install Local Print Agent from the DCA 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 On the Tools menu select Local Agent Management 3 Click Scan All This will scan all IP addresses included in the selected scan profile 4 Under the IP Address column click to select the check boxes beside each IP address belonging to a computer you want to install Local Print Agent on Optionally click
7. o o eo me 30 Filtering and sorting data 0 oo ou e 31 Viewing New devices viii Bae A a A AAA 32 Working with the traffic light systeM o o o ooo oo 32 Working with the default VieWS oo oo o e e 33 Using the Technical View sasssa saaa 33 Using the Supplies Order VieW oo oo es 34 Using the Maps VIEW saci eaa i a a a a A a A i 36 Using the Alerts View s aeaee aaa a a ea e e a e a a 37 3 3 Working with the Device Detail vieW o o e 38 Viewing embedded Web pageS o o ooo 40 Viewing historical LCD and error information 40 Working with the Supplies tab 0 0 oooo es 40 Working with the Meters tab 0 ooo o 41 Working with the Service tab o ooo o oe eee 42 Working with the Miscellaneous tab ooooooo o 42 Working with the Model tab o o ooo e 43 34 USING TODOS A A eng od 44 Generating reportS mers ct ae r i a p E a A a 44 Scheduling reports aie a a ea a saa i a Wh ae ae ae A 47 315 USADO AlEMSs e aa rt ra AI Day eh AAA 49 Creating mew alerts coda iia e a a da 49 Editing alerts ita a A A Od e Oke a ee 51 PrintFleet Optimizer Table of Contents Deleting alerts ctf eek ai ia ideo es 51 Managing alert layouts 0 00 es 51 Working with alert emails 0 0002 eee eee 53 316 USING fla gS nana a aa AR A A ee ee 54 Creating fla
8. 1 printer 1 254 local 96 KB IP addresses DCA scan network of 15 125 KB 26 PrintFleet Optimizer Using PrintFleet Optimizer Chapter 3 Using PrintFleet Optimizer The PrintFleet Optimizer web console is your primary means for viewing imaging device data and reports This chapter discusses all aspects of using the PrintFleet Optimizer web console 3 1 Working with the interface The PrintFleet Optimizer web console makes it easy to access the information you need from anywhere with an Internet connection The PrintFleet Optimizer interface has three main components e The header area e The navigation area e The main display area The specific items displayed in each area as well as what is displayed on the home page will depend on the specifications of the user account 27 PrintFleet Optimizer Using PrintFleet Optimizer Logging in to the system Header PRINTFLEET Pa area O BRNMZER i z c T Navigation EN AAA ps menu Main display area Done PrintFleet Optimizer Interface Each user is assigned a unique user name typically an email address and password to log in to the PrintFleet Optimizer web console To log in to PrintFleet Optimizer 1 In your browser window navigate to your designated PrintFleet Optimizer URL for example https secure printfleet com This should have been obtained from your PrintFleet dealer 2 Enter your user name and password in the d
9. 26 network timeout 6 new devices viewing 32 notifications alerts 49 flags 54 See also alerts See also flags O OK status 32 Optimizer See PrintFleet Optimizer P page counts See meters page coverage data source 39 device detail 39 power usage report 47 PrintFleet Optimizer Index primary reports See also reports primary reports list of 46 printers See devices PrintFleet Optimizer introduction 1 updating 3 using 27 See also Data Collector Agent PrintFleet Suite PRO optimizing DCA scans 5 16 R Report Viewer 45 reports charts 45 downloading 45 e mailing 45 generating 44 overview 44 Primary 46 Report Viewer 45 scheduling 47 requirements DCA 60 S scheduled task DCA 8 search 29 serial number 33 service history tracking 55 service DCA control main 8 stale status 33 status caution 32 device 33 indicators 32 OK 32 stale 33 supplies 33 unknown 33 warning 32 subnets multiple 6 supplies levels 34 ordering Supplies Order View 34 status 33 support models 1 support technical See technical support 63 T technical support contacting 3 Technical View 33 timeout network 6 toner levels See supplies traffic light system 32 trigger flag 54 troubleshooting DCA transmission problems 12 U unknown status 33 updates PrintFleet Optimizer 3 URL PrintFleet Optimizer 28 vV VPNs Virtual Private Networks 6 W warning status 32 Z zoom map image 37 P
10. Enable Focus Scan check box 3 Specify how often you want a full network scan to run by selecting either Days Hours or Minutes from the list and entering a number for the interval beside Full Discovery Every For example if you enter 5 and select Days a Focus Scan will run once every five days 4 Click Save Community strings act as passwords on networked devices that limit access via SNMP Since the DCA uses SNMP to collect data from devices any custom community strings on printing devices put in place by network administrators can be manually entered in the DCA to allow it SNMP access to the device Most devices have a community string of public and the DCA stores a community string of public by default To store community strings in the DCA 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Do one or more of the following under the Advanced tab in the SNMP Community Strings area 19 Masking private data Enabling SNMP traps PrintFleet Optimizer Using the Printer Data Collector Agent e To add a community string type an applicable community string in the text box and click Add Repeat as necessary e To remove a community string click to select a previously entered community string and then click Remove e To reorder the list of community strings click to highlight a com
11. Selection 1 Customer Widgets Inc y Aficio 1013F 0066 49248502365 gt a Flag Type Assigned By Technician E mail Edit Close Demo Account HO Create Date Time 2 26 2009 4 50 36 PM Start Page Count 41797 Assigned By Demo Account Technician John Smith O Trigger Page Count E mail demo printleetcom trigger Date 02 26 2009 Flag Type Fuser Change y Notes Once a flag is created the trigger has been met and the maintenance has been performed the flag should be closed to delete it from the system To close a flag 1 On the Notifications menu click Flag Settings 2 Select a company from the Customer list 3 Select a device from the Device list 4 Click under the Close column in the row of the flag you want to close 5 Click Confirm to verify you want to close the flag After a flag is created and before the trigger has been met the flag can be edited at any time To edit a flag 1 On the Notifications menu click Flag Settings 2 Select a company from the Customer list 3 Select a device from the Device list 4 Click under the Edit column in the row of the flag you want to edit Make changes to the flag settings as desired 6 Click H to save your changes 7 Click the Remove icon 9 in the row of the custom field you want to remove 3 7 Tracking device service history PrintFleet Optimizer can keep a record of maintenance performed on each device This is u
12. features for configuring and optimizing your DCA settings consult the PrintFleet Suite Pro User Guide for further details e Use PrintFleet Auditor to perform network scans with various settings until you are happy with the scan performance and results these settings can then be replicated in the DCA e Use PrintFleet Asset Tracker to embed missing data to the non volatile memory of imaging devices including serial number asset number location and department 2 1 Obtaining the DCA software You can obtain the DCA installation file from your distributor The distributor chooses their own method of distributing the file such as email CD or USB key 2 2 Installing and activating the DCA The DCA should be installed on an existing networked server to collect and transmit device data If no server is available the DCA can be installed on a single networked computer that will remain powered on 24 hours a day 7 days a week For DCA installation requirements see Data Collector Agent Checklist and Installation Requirements on page 60 Prior to installing the DCA you should obtain the information in the following table from the network administrator at the location This will allow you to properly configure the DCA PrintFleet Optimizer Using the Printer Data Collector Agent Table 2 Information to Gather from the Network Administrator Prior to a DCA Installation Find out Solution if there are loc
13. graphical report that displays black cyan magenta and yellow toner levels where applicable for a single device over a specified time period 46 Scheduling reports PrintFleet Optimizer Using PrintFleet Optimizer Table 9 Description of Primary Reports Report Description Individual Page amp Toner Report A graphical report that displays black pages color pages and black cyan magenta and yellow toner levels for a single device over a specified time period Individual Misc Supplies Report A graphical report that displays the level of a specified supply item i e imaging drum for a single device over a specified time period Power Usage Report A text report that displays the device name serial number operating watts idle watts total pages in the selected time period estimated kWh usage estimated cost at selected kWh price power cost per page and total power cost of the selected group over the specified time period Toner Reorder Report A text report that displays the device name asset number mono and color pages based on a specified start date supply toner types and current supply levels for the selected group Custom reports are created by your PrintFleet administrator and are accessed through the PrintFleet Optimizer console Some custom reports are included in the system Scheduled reports are configured to email to a specified recipient at
14. names have date and time stamps as part of the file name and log files have a date stamp 23 Deleting old archive and log files PrintFleet Optimizer Using the Printer Data Collector Agent To view queue archive or log files in the DCA e Under the File Viewer tab do one of the following e To open and view a queue file click the file folder icon E beside Total files in queue and select and open the desired file e To open and view an archive file click the file folder icon 5 beside Total files in archive and select and open the desired file e To open and view a log file click the file folder icon E beside Open Log file from and select and open the desired file or select a date via the dropdown Alternatively you can drag and drop any of the files into the File Viewer area By default the DCA automatically deletes archive and log files after 30 days If necessary you can adjust the number of days before these files are deleted or even stop the DCA from deleting the files at all To change the period after which the DCA automatically deletes old archive files e Under the File Viewer tab use the Keep archived files for combo box to specify the maximum number of days you want to retain archived files Set the value to 0 if you do not want older archive files to be automatically deleted To change the period after which the DCA automatically deletes old log files e Under the File Viewer tab
15. predetermined intervals A scheduled report email contains the data and chart if applicable embedded in the body of the email as well as the report in a csv format attachment To create a scheduled report 1 On the Reporting menu point to Report Console and then click Create Report 2 In the Report Information area do the following e Select a report from the Report Selection list 47 PrintFleet Optimizer Using PrintFleet Optimizer e Select other options as necessary depending on which report you have chosen This may include selecting a group a specific device date range etc 3 Click to select Set Up Schedule Type an email subject line for the report in the Schedule Name box 5 Type in one or more email addresses for the report to be sent to in the Email address es box Multiple email addresses can be separated by commas semicolons or spaces 6 In the Start Date area type or select a start date and time for the report to begin sending 7 In the Repeat area select one of the following intervals for the report to send e Daily Type in the interval in days that you want the report to run e Weekly Type in the interval in weeks that you want the report to run and select the day of the week that you want the report to run e Monthly Type in which day of the month and interval in months that you want the report to run e Advanced Select which occurrence of which day of the we
16. reside in subgroups of that group for a total of 15 devices 30 Filtering and sorting data PrintFleet Optimizer Using PrintFleet Optimizer 3 Use the lower toolbar to change the number of devices shown scroll through pages or refresh the data 15 v IM 4 Page 1 jof2 gt 2 Displaying 1 to 15 of 23 items Data in a device view can be filtered and sorted Filtering allows you to view a subset of the devices in the selected group Sorting allows you to view information in ascending or descending order To sort data in a device view e Click the column title you want to sort the data by and click again to toggle between ascending and descending order You can customize a default sort order for each view when creating or editing a view To filter data in a device view 1 While on a device view click Change Filters 2 Do one or more of the following To filter devices by text string s that match all or a portion of a device name serial number asset number IP address or location click to select the Text check box and type the string in the text box Multiple search strings are separated by a space and each string will be searched individually e g 10 0 0 HP would search both 10 0 0 and HP To filter devices by managed or unmanaged status click to select Managed Unmanaged or Both default is Both To filter devices by networked or local status click to select Network Local or Both defa
17. showing pages printed on the previous day e Past 7 Days Displays a report showing pages printed during the previous seven days e Past 31 Days Displays a report showing pages printed during the previous 31 days e Current Month Displays a report showing pages printed from the start of the current month until the current day 41 Working with the Service tab Working with the Miscellaneous tab PrintFleet Optimizer Using PrintFleet Optimizer e Year Displays a report showing pages printed from the start of the current year until the current day e Life Displays a report showing pages printed from the start of when the DCA began collecting information from the device until the current day The service area provides quick access to information about the past 100 alerts past 100 flags and service history for the device To access service information 1 On the Device Detail view click the Service tab 2 Do one or more of the following e To view past alerts click the icon beside Alerts and view the Send Date To From and Subject for the past 100 alert emails directly in the Service tab or click Alerts or 3 to go to the Alert Settings screen See Using alerts on page 49 e To view past flags click the icon beside Flags to view the Send Date To From and Subject for the past 100 flag emails directly in the Service tab or click Flags or 3 to go to the Flag Settings screen See Using flags on page 54
18. task such as DCATask and click anywhere away from the new task icon to save the name Never Double click your newly created task 5 In the Task tab type the following in the Run box including the quotations C Program Files Printer DCA PrinterDCA Service exe commandline 6 Click the Schedule tab 7 In the Schedule Task list select an interval that you want the task to run 8 In the Start Time box type or select the time of day that you want the task to run 9 Click Apply 10 Type in your network login name in the Run as box 11 Type in your network password in the Password box and repeat in the Confirm Password box 12 Click OK 2 4 Configuring communication settings Changing and testing the communication method and port During the DCA installation the DCA will attempt to establish basic communication with the central server using either HTTPS default or HTTP secondary Proxy settings can also be configured during installation or at any time afterwards If communication with the server is successful during installation it is not necessary to change the communication method port or proxy settings There are two methods the DCA can use to send information to the central server HTTPS and HTTP During installation the DCA will attempt to establish communication with the central server first with HTTPS port 443 and if that fails HTTP port 80 If you don t use the default por
19. the Edit column in the row of the data field you want to edit Make the desired changes and then click H to save the changes To delete a column from the layout click X under the Delete column in the row of the data field you want to delete To change the order that a data field appears in your alert layout click in the row of a field that you want to move one column to the left in your alert layout or click in the row of a field that you want to move one column to the right in your alert layout Repeat until you have the data in the order you want it to appear Jag Layout Manager Layout Selection Layout Column Title MAC Model Access Level My Use Only Column Field Edit Delete IP Address E MAC Address t 3 El Model t El MSE 9 Add New Column If an alert layout is no longer needed it can be deleted at any time To delete an alert layout 1 On the Notifications menu point to Alert Settings and then click Layout Manager 2 Select the layout you want to delete from the Layout list 3 Click the Delete button 4 Click Confirm to verify deletion 52 Working with alert emails PrintFleet Optimizer Using PrintFleet Optimizer Alerts are sent via email to the email address specified when creating a new alert See Creating new alerts on page 49 Subject Alert Widgets Inc Low Toner Attachments E _AVG certification_ bxt 268 B Device Name Serial Number I
20. 9 DEVICEINFO_IMPRESSION_BASED_METERING Not Supported Nov 10 2009 09 35 19 DEVICEINFO_INSTALLDATE 20051007T1310Z2 Nov 10 2009 09 35 19 DEVICEINFO_MEMORY 34 MB Feb 18 2010 08 12 52 DEVICEINFO_SUPPLYCOUNT_BLACK 11 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_BLACK_PRINTHEAD 1 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_CYAN es Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_CYAN_PRINTHEAD 1 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_MAGENTA 7 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_MAGENTA_PRINTHEAD1 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_YELLOW 8 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_YELLOW_PRINTHEAD 1 Nov 10 2009 09 35 19 DEVICEINFO_SYSNAME HP7C4BE5 Nov 10 2009 09 35 19 DEVICEINFO_TECHNOLOGY TYPE Unknown Feb 18 2010 07 55 10 DEVICEINFO_TRAYLEVEL_UNKNOWN 1 0 150 Feb 18 2010 08 12 52 DEVICEINFO_TRAYLEVEL_UNKNOWN 2 2 250 Nov 10 2009 09 35 19 20041001 FIRMWARE_MAIN MMP2016W Nov 10 2009 09 35 19 SUPPLY_BLACK 13 2 91 690 Sep 30 2009 09 03 10 SUPPLY_BLACK_PRINTHEAD inserted Nov 10 2009 09 35 19 QIDDI Y CVAN 92 AMAA DANY Qan 20 ANNA 11 Mm1 4n Working with the The model area provides information about the device model rather Model tab than the specific device This information is stored in the model database and is not collected by the DCA although some of the information may also be available through the DCA To access model information e On the Device Detail view click the Model tab The information contained
21. 9 1000427 Lexmark 1634 17193981485 1686 123ABC 100 0232 Lexmark x502n 29980931302 38 123480 1000 115 0909900009090 Localieacon WebWorks Ra 105417492437 0 1000138 15 I4 4 Page 1 oti b bi _ Displaying 1 to 10 of 10 items Legend ok error Owarning n a Ostale Manage Views Override View New View The Technical View will display the traffic light icon for supplies status and overall status that corresponds to the most significant status For example if a device is out of black toner and low on yellow toner the Technical View will display a warning icon under the Supplies column for the black toner rather than a caution icon for the yellow toner If you want more information about the status of a device click on the device name link and you will be taken to the Device Detail View for that device See Working with the Device Detail view on page 38 The Supplies Order View displays supplies related information about devices including black toner level or status cyan toner level or status magenta toner level or status yellow toner level or status device name and a link to the report on pages for the last 30 days Supplies can also be ordered from the Supplies Order View You can Edit Override or delete this information via Options in the Device View Manager Supplies orders are automatically added to the service history of each applicable device 34 PrintFleet Optimizer Using PrintFleet Optimizer
22. A installation click to select Default Range and then select either Active Directory or the applicable network card for the system installed with the DCA e To specify a range of IP addresses click to select IP Range and enter the IP address of the beginning of the range in the left box and the IP address of the end of the range in the right box e To specify a single IP address click to select IP Address and enter the IP address in the box 14 PrintFleet Optimizer Using the Printer Data Collector Agent e To specify a hostname click to select Hostname and enter the hostname in the box 3 Click Add or Exclude Repeat steps 2 3 as necessary 5 Click Save To remove devices or device exclusions from a DCA network scan range 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Ranges area under Scan List do one of the following e To remove one or more individual items from the scan range click to select the item and then click Remove e To remove every item from the scan range click Clear 3 Click Save You can also export and import entire lists of scan ranges To create a file with scan range settings save a text file with each specification on a separate line Use parentheses to indicate scan range exclusions The following is an example of the c
23. ARKO J HE Color LaserJet 2840 Location Martketing Current Page Count Life 9551 Assigned By Demo Account HP LaserJet 1022n 0080 Technician Name Flag Type Cleaning Comments KPNICA MINOLTA magicolor E 3 Generated by PrintFleet PFE Server v7 12 12 0 Flag notification Sample flag email Multiple flags can be created to schedule different types of preventative maintenance for each device To create a new flag 1 On the Notifications menu click Flag Settings Select a company from the Group list Select a device from the list Click Add New Flag Type your name or title in the Assigned By box if different from the default 6 Type in the name of the technician who will perform the maintenance if applicable in the Technician box 7 Type in an email address where a flag notification will be sent in the E mail box 8 Click to select either Trigger Page Count or Trigger Date If Trigger Page Count is selected type the life page count you want the flag to be triggered at in the Trigger Page Count box If Trigger Date is selected select or type the date you want the flag to be triggered at in the Trigger Date box NP 54 Closing flags Editing flags PrintFleet Optimizer Using PrintFleet Optimizer 9 Select the type of maintenance to be done from the Flag Type list If the type of flag you want is not listed select Other and type in a description in the Notes box 10 Click H to save the flag Device
24. All None Not installed or Installed to automatically select a set of IPs 5 If you are not currently logged onto the computer as an administrator in the Credentials area click Change Enter the local administrator credentials for the target OS in the Username Password and Domain boxes and then click OK 6 Click Install To schedule regular push installs using the DCA 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the Local tab select the Enable Push Install check box 22 PrintFleet Optimizer Using the Printer Data Collector Agent 3 In the Change Push Install Credentials screen enter the credentials of the user that belongs to the local administrator group on the target OS Warning These credentials will be saved in an encrypted format in the DCA If you do not want these credentials saved do not enable scheduled push installs 4 Beside Start select a start date and time for the automated push install 5 Beside Repeat select the interval you want to perform the push install at 6 Click Save If the environment already uses a third party push installation tool you can use that to push install the Local Print Agent msi file The installation file can be found in the Printer DCA support folder on the system installed with the DCA its default location Refe
25. Clickthe icon under the Pages last 30 days column in the row of the device you want to run the report for The icon will be a smaller version of the actual report and can be used as a quick reference For more information about reports see Using reports on page 44 If you want more information about the status of a device click on the device name link and you will be taken to the Device Detail View for that device See Working with the Device Detail view on page 38 The Maps View allows you to viewimages of document output devices computing devices people and other miscellaneous items on one or more maps Document output devices will display their status using the traffic light system See Understanding the Traffic Light System on page 32 Legend Error warning stale wa lt lt Le PrintFleet Inc Kingston 4 gt gt gt af 36 Using the Alerts View PrintFleet Optimizer Using PrintFleet Optimizer Most browsers also support hovering your mouse pointer over the device to view basic device information with a link to the device s detail view See Working with the Device Detail view on page 38 Ay 3 A DA Nee KONICA MINOLTA magicolor Serial Number 321700611 Location Support Condition Warning Supplies Warning View device details re To access the Maps view e On the Device Views menu click Maps To view a map 1 In the Maps view unde
26. Evatic AS Contact PrintFleet PrintFleet Inc 275 Ontario Street Suite 301 Kingston Ontario K7K 2X5 CANADA Toll free 1 866 382 8320 Telephone 1 613 549 3221 Fax 1 613 549 3222 www printfleet com PrintFleet Optimizer Table of Contents Table of Contents Chapter 1 Chapter 2 Introd cti h s s a isan a a a ae ee aa 1 l t DEVICE Support earn Ba ei ate Ee eee Ba ee aan ee eae Ge oS ile 1 1 2 Installation requirementS ce es 2 1 3 Obtaining software updates cc a 2 1 4 Contacting Technical Support sasssa cc a 3 Using the Printer Data Collector Agent 0ooooooomommmsmss 4 2 1 Obtaining the DCA software 0000 ee 5 2 2 Installing and activating the DCA 0 ooo 5 2 3 Managing the DCA service 0 ee 8 Installing and starting the DCA service o ooo oo 8 Setting up the DCA as a scheduled task eee eee 8 2 4 Configuring communication settings o a 9 Changing and testing the communication method and port 9 Using proxy settings esos corr Pe ee de a a 10 Changing the web service timeout 0 cee ees 10 Enabling Intelligent Update o ooo ooooo ore 10 Enabling a Service Bridge 0 ooo ooo ee 11 Troubleshooting DCA communication problems 12 2 5 Configuring network scan SettinQ9S 0 o es 13 Managing scan profiles 0 ooooooor es 13 Specifying which devices to
27. Locally connected devices can be partially supported by using the PrintFleet Local Print Agent add on application PrintFleet Optimizer Introduction Table 1 lists the data types that the Printer Data Collector Agent DCA attempts to collect from networked imaging devices during a network scan Table 1 Types of data collected by the Printer DCA IP address toner cartridge serial number device description maintenance kit levels serial number non toner supply levels meter reads multiple asset number monochrome or color identification location LCD reading MAC address device status manufacturer error codes firmware toner levels miscellaneous machine specific The Local Print Agent collects the following data types e Device driver name e Device manufacturer e Communications port Note Additional data collection such as counts toner level and supplies from local devices depends on the data the device itself supports 1 2 Installation requirements Installation requirements for the DCA are listed in Data Collector Agent Checklist and Installation Requirements on page 60 All PFE Enterprise server components are installed by PrintFleet Technical support 1 3 Obtaining software updates New software releases are available on a periodic basis To update the DCA software see Updating the DCA software on page 25 PrintFl
28. Meters create meters that add up values for other meters optionally including a multiplier to create a new meter value Virtual Meters can perform many tasks such as add up different page sizes create impression counters and convert units To create Virtual Meters 1 2 3 4 5 On the Settings menu click Virtual Meter Manager Click New Virtual Meter In the Meter Configuration tab enter the Meter Name and select a group from the Group drop down Optionally in the Group Device Assignment Optional tab select the group or individual devices Check the required Meter Labels and optionally edit the Multiplier value Click Save See Contacting Technical Support on page 3 57 PrintFleet Optimizer Appendix A PrintFleet End User License Agreement END USER LICENSE AGREEMENT PLEASE READ CAREFULLY BEFORE USING THIS SOFTWARE PRODUCT This End User License Agreement EULA is a contract between a End User either an individual or the entity End User represents and b PrintFleet Inc PFI that governs End User use of the software product Software The term Software may include i associated media ii a user guide and other printed materials and iii online or electronic documentation collectively User Documentation If you do not agree with the terms of this AGREEMENT promptly delete the SOFTWARE or return the unused SOFTWARE to PRINTFLEET or your service provider 1 LICENSE
29. P Address Supplies Status Service Codes ILCD Alert Items Last Active c cX hXc8 Printer offline LTHO71423 10 0 0 210 oK ICRITICAL Engine Failure ferror Contact Service Feb 04 200 service report Requested Ready To enter henus press hp LaserJet 4200 010C CNBX402580 192 168 1 12 K WARNING Low Paper Feb 04 200 Lexmark T634 4130420 551 4130420 0 0 0 4 ox WARNING WARNING Tray 1 Low ra paver Tray Low Paper Feb 04 200 Acknowledge Alert 24 Hours Sleep until Feb 05 2008 08 45 52 Sample alert email New alerts are received only if a device triggers an alert status indicated in the alert settings or if a device status condition escalates for example from warning to critical The interval that alerts are sent at will depend on the interval that individual DCAs are set to scan the network See Setting the scan and transmission interval on page 17 The alert mechanism itself runs every 30 minutes To disable a specific alert for 24 hours click the Acknowledge Alert 24 Hours link in the alert email This will not stop new alerts from being sent if the status of any device changes to an alert condition within the 24 hours Other links in the alert email will take you directly to the device detail page for the corresponding device after logging into PrintFleet Optimizer Devices displayed in alert emails will display a specific background color in the Device Name and Status columns depe
30. PrintFleet Optimizer User Guide PRINTFLEET As of June 25 2010 2010 PrintFleet Inc All rights reserved Copyright 2010 PrintFleet Inc All rights reserved PrintFleet Optimizer User Guide The content of this user manual is furnished for informational use only and is subject to change without notice Except as permitted by license no part of this publication may be reproduced or transmitted in any form or by any means electronic mechanical recording or otherwise without the prior written permission of PrintFleet Inc PrintFleet PrintFleet Optimizer PrintFleet Suite PRO and PrintFleet Local Beacon are trademarks of PrintFleet Inc Microsoft Windows Internet Explorer and SQL Server are trademarks or registered trademarks of Microsoft Corporation in the United States and other countries Compass Sales Solutions is a trademark or registered trademark of Compass Sales Solutions DocuAudit and Proposal Wizard are trademarks or registered trademarks of DocuAudit International Inc TCO Optimizer is a trademark or registered trademark of Kyocera Corporation XOPA is a trademark or registered trademark of Xerox Corporation Canon is a registered trademark of Canon Inc Digital Gateway and e automate are trademarks or registered trademarks of Digital Gateway Inc OMD OMD Vision NetVision and OMD Manager are registered trademarks of OMD Corporation Evatic is a trademark or registered trademark of
31. RIGHTS End User will have the following rights provided End User complies with all terms and conditions of this EULA a Use PFI grants End User a license to Use one copy of the PFI Software Use means installing copying storing loading executing displaying or otherwise using the PFI Software End User may not modify the PFI Software or disable any licensing or control feature of the PFI Software End User may not separate component parts of the PFI Software for Use End User does not have the right to distribute the PFI Software b Copying End User right to copy means End User may make archival or back up copies of the PFI Software provided each copy contains all the original PFI Software s proprietary notices and is used only for back up purposes 2 UPGRADES To Use PFI Software provided by PFI as an upgrade update or supplement collectively Upgrade End User must first be licensed for the original PFI Software identified by PFI as eligible for the Upgrade To the extent the Upgrade supersedes the original PFI Software End User may no longer use such PFI Software This EULA applies to each Upgrade 3 TRANSFER RESTRICTIONS End User may not rent lease or lend the PFI Software or Use the PFI Software for commercial timesharing or bureau use End User may not sublicense assign or otherwise transfer the PFI Software except with the consent of PFI not to be unreasonably withheld 4 PROPRIETARY RIGHTS All intellectual proper
32. SCAN 0 0 oo o ooo oo es 14 Enabling scanning of network and or local devices 16 Enabling broadcast scanning 0 oo oooooooo ees 17 Enabling Rapid SCAN s r i r eaa aaa a a a EOT A a A E A 17 Setting the scan and transmission interval 17 Setting the network timeout sasaaa aa a ee 18 Setting the Local Print Agent timeout o oo oo oooo o 18 Setting the number of SNMP retrieS 0 ooo ooo 18 Using Focus Seans iii we AA he wee GA A EE a A 19 Chapter 3 PrintFleet Optimizer Table of Contents Storing SNMP community stringS lt lt ooooo oo 19 Masking private datas ensue ey Wk te a a a 20 Enabling SNMP trapS iio a a a ee ae ee ed 20 Disabling real time DCA StatuS oooooo ooo e 21 2 6 Managing local devices with Local Print Agent 0 0 21 2 7 Viewing queue archive and log files 0 oooooo 23 Deleting old archive and log files o ooo o 24 2 8 Configuring language and read write settings 24 2 9 Updating the DCA software o ooo mu 25 2 10 Understanding the network load associated with the DCA 26 Using PrintFleet Optimizer 2 000 cee eee 27 3 1 Working with the interface saasaa a ee 27 Logging in to the system 1 2 ee 28 Using the search function aaa ee 29 Changing your preferences 0000 ee 29 3 2 Working with device VIeWS
33. TS PFI and its suppliers reserve all rights not expressly granted to End User in this EULA 11 NO IMPLIED RIGHTS This software is being loaded into applicable devices solely to enable remote monitoring of covered printers by End User service provider and its licensors This software may not be copied transferred disclosed or used by anyone other than the service provider and its designees No rights or licenses to the software will be implied The software is provided AS IS except for any express warranties in the service provider services agreement c 2008 PrintFleet Inc 59 PrintFleet Optimizer Appendix B Data Collector Agent Checklist and Installation Requirements Please use the following guide to ensure you are meeting all installation requirements prior to installing the PrintFleet Data Collector Agent DCA Network requirements e TCP IP configured System requirements e Hardware Non dedicated server powered on 24 hours a day 7 days a week If a server is not available the Data Collector Agent can be installed on a desktop computer system powered on 24 hours a day 7 days a week but this method carries a risk of transmission difficulties e Network card 100mbit or higher e RAM 512MB or higher e Internet connected browser Virtualization software support If you want to install the DCA on a virtual machine the following virtualization software will support the installation e Microsoft Virtual Ser
34. al devices you want to monitor Once the DCA is installed you will have to enable local data collection and install Local Print Agent on applicable computers See Managing local devices with Local Print Agent on page 21 how many total printing devices reside on the network and how large the network is An additional DCA should be installed on a separate computer for each 10 000 imaging devices on the network or 100 000 IP addresses if the network uses multiple subnets If so take note of the subnets and IP ranges to ensure they are all included in the network scan range if the network uses a Virtual Private Network VPN or has Wide Area Network WAN links If so the network timeout for the DCA should be increased to 500 1000 milliseconds if the company has multiple offices they want monitored If so a single DCA may be used if the networks are connected via a VPN however it is recommended that a DCA is installed at each location The DCA has an easy to use installation wizard that in many cases will configure the settings you need to collect data from networked printing devices To collect data from local devices and to further configure settings you will need to open the DCA application after installation To install and activate the DCA 1 Double click the filename Printer DCA 4 x x x msi installation file 2 The Printer DCA Installation Wizard is launc
35. anned Status Communication Scan File Viewer Service Installed y Running Y Profile Default Real time DCA status Scan 10 0 0 232 202 254 You can disable this feature if necessary To disable real time DCA status 1 Under the Advanced tab in the Miscellaneous area click to disable Show Realtime DCA Status 2 Click Save 2 6 Managing local devices with Local Print Agent There are three steps that must be taken to collect local printer data using the DCA 1 Add the IP addresses ranges of computers connected to local printers to the DCA network scan See Specifying which devices to scan on page 14 2 Enable the local device scanning option See Enabling scanning of network and or local devices on page 16 3 Install Local Print Agent on computers connected to local printers instructions follow Local Print Agent allows the DCA to obtain information directly from locally connected printing devices The Local Print Agent application 21 PrintFleet Optimizer Using the Printer Data Collector Agent must be installed on each computer connected to a local printer that you want to collect information from Ideally Local Print Agent will be installed on all computers at any location where you want to collect local printer information This will allow you to collect information from new local printers as soon as they are connected There are three methods to install Local Print Agent
36. ata Collector Agent ensure you are always able to collect the highest quantity and quality of information available To enable Intelligent Update 1 Under the Communication tab in the Communication Settings area click to select the Enable Intelligent Update check box 2 Click Save A Service Bridge allows a service technician to create a private secure connection between a service technician and a specific networked printing device with the DCA acting as a proxy Once the bridge is established the service technician can use a special private IP address to directly access the device as if they were on site The technician can view the embedded web page of the device perform an SNMP scan update firmware etc For additional security an access code must be generated from the central server This code must then be entered into the applicable DCA On the service technician s computer 1 The PrintFleet Optimizer PFO user selects a Device to connect to the Target Device and goes to its Details page 2 The PFO user clicks Device s IP Address shown on the page and selects Service Bridge option The Service Bridge option is available for network devices only 3 Ifthe browser does not support the Click Once feature download the PrintFleet Service Bridge Client s zip file from http PFE Server URL Downloads ServiceBridge Client X X X xxxxx zip Extract the zip and run the application For browsers that do support the C
37. ay owersave on 3 More Errors More CES Meters Service Miscellaneous Model Additional Information Toner SKU Order Supply Black Ic97004 a a Cyan corola S Imaging Drum HP C9704A A 7 Magenta e Jes7o3a S KIT O Unknown Yellow IC97024 a Coverage Black 8 00 Source Default Cyan 9 00 Source Default Magenta 9 00 Source Default Yellow 9 00 Source Default 38 PrintFleet Optimizer Using PrintFleet Optimizer Table 7 Information Displayed in the Device Detail View Group Name IP address Status Location Utilization Serial number Asset number Total coverage and source Individual color coverages and source Last active date time MAC address Firmware First seen date Install date Display with More link to view previous displays Errors with More link to view previous errors Links to external web sites if configured for the device s group Supply levels with ability to add and remove items from a supplies order Meter breakdowns with links to page count reports Service information including past 100 alerts and flags and recent service history Miscellaneous device specific information Model information from the model database Device Type Page coverages are displayed for each application color as well as total Coverage values can c
38. can and then click Go e If the location has 100 users or more click Custom IP Range and specify IP ranges given by the network administrator or click Fill Ranges to detect IP ranges automatically and then click Go 3 If the scan takes less than 25 minutes and all document output devices were found you can use these settings for the DCA If the scan takes longer than 25 minutes analyze the results to determine exactly which ranges need to be scanned Do not include ranges that have no document output devices on them and only include the portions of ranges that do have document output devices on them For instance if you are scanning a subnet of 192 168 1 1 192 168 1 254 but there are only document output devices from 192 168 1 1 192 168 1 50 and 192 168 1 200 192 168 1 250 you should input these two ranges instead of the entire subnet to make the DCA scan more efficient 4 Input your tightened scan ranges into the Advance Scan settings of Auditor and perform another scan to verify that the scan now takes less than 25 minutes If it still takes longer than 25 minutes and you cannot tighten the scan ranges any further you may want to install more than one DCA at the location You must enable at least one of network or local device scanning for the DCA to collect data For local device scanning to work you must also have Local Print Agent installed on computers connected to the local devices you want to scan See Managing loca
39. canning Options area click Enable Broadcast 3 Click Save Rapid Scan allows the DCA to use multithreading which significantly decreases the time it takes for the DCA to complete a network scan To enable Rapid Scan 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Scanning Options area click Enable Rapid Scan 3 Click Save The number of threads can be controlled on the Advanced tab The setting defaults to a reasonable value for the current system The scan interval determines how often the DCA will scan the network and transmit the collected information to your PrintFleet server The default scan interval is 30 minutes It is generally not useful to set a scan interval for more than every 30 or 60 minutes For example new information is posted to PrintFleet Optimizer every 10 minutes but new alerts are generated approximately every 30 minutes Note The scan interval is the time from the end of one scan to the start of the next scan To change the scan interval 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Transmission Options area type or select the desired scan interval
40. d back with information from a locally connected device The default Local Print Agent timeout is 10 000 milliseconds per system Local device collection takes substantially longer than networked device collection because of the extra step needed to go through the connected computer via the Local Print Agent application The Local Print Agent timeout only needs to be adjusted if the DCA is not collecting complete information from locally connected devices There may be other reasons that the DCA is not collecting complete information for example the device does not store a specific data field toner levels etc or a Local Print Agent is not installed on the computer connected to the local device See Managing local devices with Local Print Agent on page 21 To change the Local Print Agent timeout 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Transmission Options area type or select the desired Local Print Agent timeout in milliseconds in the Local Print Agent Timeout box 3 Click Save The number of SNMP retries entered in the DCA settings is the number of times the DCA will attempt to get information from a device that is responding with incomplete or no information Increasing the number of SNMP retries may increase the 18 Using Focus Scans Storin
41. e entire liability of PFI and its suppliers under this EULA to the End User and End User exclusive remedy under this EULA will be limited to the greater of the amount actually paid by End User for the Product or U S 5 00 TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT WILL PFI OR ITS SUPPLIERS BE LIABLE FOR ANY SPECIAL INCIDENTAL INDIRECT OR CONSEQUENTIAL DAMAGES INCLUDING DAMAGES FOR LOST PROFITS LOST DATA BUSINESS INTERRUPTION PERSONAL INJURY OR LOSS OF PRIVACY RELATED IN ANY WAY TO THE USE OF OR INABILITY TO USE THE SOFTWARE EVEN IF PFI OR ANY SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND EVEN IF THE ABOVE REMEDY FAILS OF ITS ESSENTIAL PURPOSE Some states or other jurisdictions do not allow the exclusion or limitation of incidental or consequential damages so the above limitation or exclusion may not apply to End User 8 U S GOVERNMENT CUSTOMERS If End User is a U S Government entity then consistent with FAR 12 211 and FAR 12 212 Commercial Computer Software Computer Software Documentation and Technical Data for Commercial Items are licensed under the applicable PFI commercial license agreement 9 COMPLIANCE WITH EXPORT LAWS End User will comply with all laws rules and regulations i applicable to the export or import of the Software or ii restricting the Use of the Software including any restrictions on nuclear chemical or biological weapons proliferation 10 RESERVATION OF RIGH
42. eet Optimizer Introduction Contact your PrintFleet distributor for information on obtaining software updates or to provide suggestions for software enhancements 1 4 Contacting Technical Support For technical support contact your PrintFleet distributor PrintFleet Optimizer Using the Printer Data Collector Agent Chapter 2 Using the Printer Data Collector Agent The Printer Data Collector Agent DCA is a software application that collects information from supported printers copiers fax machines and multifunction peripherals on a network and transmits the data back to a PrintFleet Enterprise server Data from locally connected devices can also be collected provided that the Local Print Agent application is installed on each computer connected to a local printer For more detailed information on device support and for a list of data types that are collected see Device support on page 1 PrintFleet Optimizer Using the Printer Data Collector Agent This chapter discusses e Obtaining the DCA software e Managing the DCA service e Configuring communication settings e Configuring network scan settings e Managing local devices with Local Print Agent e Viewing queue archive and log files e Configuring language and read write settings e Updating the DCA software e Understanding the network load associated with the DCA Note If you have also purchased PrintFleet Suite Pro you will have helpful built in
43. ek in a month and interval in months that you want the report to run 8 Inthe Date Range area select one of the following intervals for each report to analyze e Last 24 hours e Last 7 days e Last 30 days e Previous Month e Current Month e Last 90 days e Advanced Select a Report Start typically Month Start and optionally select a specified amount of days or months Select a Report End typically Month End and optionally select a specified amount of days or months 9 Click Save Schedule Set Up Schedule Schedule Name Canon Page Count Report E mail address es demoBprint leetcom Start Date p2n5 2008 12274M E Repeat Advanced MI The 1st M Mon of every 1 month s Date Range Advanced M Report Start Month Start a 3 Days Mi Report End Month End a Days Ml Save Schedule To view existing scheduled reports e On the Reporting menu point to Report Console and then click Scheduled Reports The email address title last sent 48 PrintFleet Optimizer Using PrintFleet Optimizer date and options to edit and delete each schedule are displayed To edit a scheduled report 1 4 On the Reporting menu point to Report Console and then click Scheduled Reports Under the Options column click Edit in the row of the scheduled report you want to edit This will take you to the Edit Report tab Make the changes you want to the scheduled report In additi
44. enter the server and port information in the Server and Port boxes respectively 3 If the proxy server requires authentication click to select the Authentication check box and then do one of the following e Click to select Default to use the authentication currently being used on the computer installed with the DCA e Click to select Custom and then enter username password and domain information in the Username Password and Domain boxes respectively or click Load Current to populate the fields with the current authentication being used by the computer installed with the DCA 4 In the Communication Method area click Test to verify the settings are working 5 Click Save The web service timeout determines the maximum time that will be allowed for communication between the DCA and the central server By default the web service timeout is 30 seconds if necessary the timeout can be increased or decreased at any time To change the web service timeout 1 Under the Communication tab in the Communication Settings area enter or select the desired timeout in the Web Service Timeout box 2 Click Save The Web Service Discovery Timeout controls the initial connection to the server and the auto selection of http https When Intelligent Update is enabled the DCA can be remotely updated by your PrintFleet administrator This is important to 10 Enabling a Service Bridge PrintFleet Optimizer Using the Printer D
45. er IP Address Supplies status Status Service Codes LCD Alert Items Last Active Date Toner Black level or status Toner Cyan Toner Magenta Toner Yellow Black SKU Cyan SKU Magenta SKU Yellow SKU Location Last Action Date Last Action Notes and Asset Number To create a new alert layout 1 On the Notifications menu point to Alert Settings and then click Layout Manager 2 Click the New Layout button Type a name for the layout in the Layout Name box 4 Select either Everyone available for every user in the database or My Use Only for your own use only from the Access Level list 5 Click the Save button ad 51 PrintFleet Optimizer Using PrintFleet Optimizer You will then need to edit the alert layout in order to specify the columns and order or columns you want in your layout To edit an alert layout 1 On the Notifications menu point to Alert Settings and then click Layout Manager 2 Select the layout you want to edit from the Layout list 3 Do Layout Selection one or more of the following To change the layout title and access level click the Edit button make the desired changes and then click Save To add a column click Add New Column Under the Column Title column type in a name for the column in the text box Under the Column Field column select the type of data you want to appear in that column Click H to save the column To edit a column click Y under
46. es 1 On the Supplies Order View enter the quantity of each supply to be ordered in the Toner Order column Note If you include the Toner Order column ina custom device view you will be able to order supplies directly from that view using the same method as the Supplies Order View See Using the Supplies Order View on page 34 2 Click Order Supplies and you will be taken to the order screen 3 Verify the information in the Order Summary area is correct If it is not return to the Supplies Order View to modify the order or click Cancel Order 4 In the Complete Order area complete the following fields e Email To the email address where the order should be sent 35 Using the Maps View PrintFleet Optimizer Using PrintFleet Optimizer e Email CC the email address to be copied on the order by default the email associated with your user account e Subject the subject line of the email e Note optional note to include in the body of the email 5 Click Send Order To view previous supply orders 1 On the Reporting menu click Previous Supply Orders Date ordered by and order information are displayed 2 Under the Options column click View Order to see exactly which devices and supplies were included in a specific order The Supplies Order View provides direct access to a page count report that displays pages printed over the past 30 days To view the Page Counts report for a device e
47. es OToner lt 10 v O Include unknown DO Last Supplies Order Never ooo a Apply Filter Reset Filter To clear a data filter in a device view 1 While on a filtered device view click Change Filters 2 Click Reset Filter Devices that have recently appeared in the system will be marked with a New icon The number of days that a device will be marked as new is configured by your system administrator The default number of days is 30 Some device views use a traffic light system to display supplies status and device status A legend appears at the bottom of applicable device views The following table describes what each traffic light icon means for supplies status and device status Table 5 Understanding the Traffic Light System Icon Status Interpretation OK T Caution for supplies Low Toner Warning for supplies Out of Toner 32 Working with the default views Using the Technical View PrintFleet Optimizer Using PrintFleet Optimizer Table 5 Understanding the Traffic Light System Icon Status Interpretation Stale data has not been collected from the O device for 24 hours Unknown data is not available from the device or not supported by PrintFleet The following table describes the data included in each of the default device views Table 6 Default Device Views Device View Data Included Technical View device name supplies status ove
48. esignated boxes and then click Login If you have forgotten your password you can request a password reset if your user name is an email address To request a password reset if you forgot your password 1 Enter your user name must be an email address for this to work in the designated box on the login screen 2 Enter one or more characters in the password box Click Login 4 Click Forgot Password this will appear after a failed login attempt 5 Click OK in the dialog box that states Are you sure you wish to reset your password 6 Check the inbox of the email address used to login be 28 Using the search function Changing your preferences PrintFleet Optimizer Using PrintFleet Optimizer Note While we strive to support all popular browsers we recommend that you use the latest version If you are using Internet Explorer 6 upgrading to Internet Explorer 7 or 8 or another browser such as Firefox or Safari will result in a significantly improved user experience due to improved speed and standards compliance The first time you log in to PrintFleet Optimizer you will see the End User License Agreement After this is accepted once it will not be shown again The search function in Optimizer allows you to quickly find specific items in the system To search for a specific item in PrintFleet Optimizer 1 Type your search string in the text box on the right side of the header area of the Opt
49. evices button e Under the Assigned column click to select the check box beside each device you want the alert assigned to e Click Assign Devices 49 PrintFleet Optimizer Using PrintFleet Optimizer 6 Do one or more of the following to choose the device status items you want to be alerted on e Type custom error codes you want to be alerted on in the Alert Codes box Use semicolons to separate multiple items e Click to select specific status items listed under the Critical Warning and Toner columns For black cyan yellow and magenta threshold items type in the percent level you want to be alerted on in the text box to the right of the item Art manager Layout Manager MATIAS Required Information Customer E mail demo printleet com Title Alert Information Alert Layout Default w O Individual Devices Alert Conditions Alert Codes 1 0 0 1 Critical Warning Toner O critical O warming Low Toner Door Open OLow Paper No Toner O Paper Jam Ostale M Black Threshold O offline O Service Requested Cyan Threshold Ono Paper Magenta Threshold Mellow Threshold Table 10 Status items that can be part of an alert Status Category Critical Critical Door open Critical Paper jam Critical Offline Critical No paper Critical Warning Warning Low paper Warning Stale Warning Service requested Warning Low toner Toner No toner Toner Black threshold
50. g SNMP community strings PrintFleet Optimizer Using the Printer Data Collector Agent completeness of a DCA scan but will also increase the amount of time it takes to complete a network scan To change the number of SNMP retries used 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Transmission Options area type or select the desired number of SNMP retries in the SNMP Retries box 3 Click Save Without using Focus Scan the DCA will scan each IP address IP range and hostname specified in the scan range settings every time the DCA performs a full network scan Using Focus Scan you can specify a periodic interval for the DCA to perform a full network scan and the scans performed between the intervals will scan only devices found during the previous full network scan Using Focus Scan can decrease the amount of total time and bandwidth that the DCA occupies particularly on large networks while ensuring that new or relocated document output devices are discovered on a periodic basis To enable Focus Scan 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the Advanced tab in the Focus Scan Options area click to select the
51. g used by hovering your mouse over the device image From the Device Detail view you can view the embedded web page of the device provided you are within the internal network that the device resides To view the embedded web page e Click the IP address of the device Two options appear Internal Webpage and Service Bridge To access the Service Bridge for network devices see Enabling a Service Bridge on page 11 From the Device Detail view you can view historical LCD and error data useful for determining whether or not there are recurring or serious problems with a device To view historical LCD data e Click More to the right of the Display area To view historical error data e Click More to the right of the Errors area The Supplies area on the Device Detail view displays toner and non toner supply levels supply SKUs and provides the ability to add items to a supplies order if this feature is enabled 40 Working with the Meters tab PrintFleet Optimizer Using PrintFleet Optimizer To access supplies information e On the Device Detail view click the Supplies tab ENTES Meters Service Miscellaneous Model Additional Information Toner Black lcs7004 Cyan Ico701A E Imaging Drum HP C9704A Magenta W cs703A a KIT Unknown Yellow Ic97024 Ej Coverage Black 8 00 Source Default Cyan 9 00 Source Default Magenta 9 00
52. gSra mena iaa e da wee eae S 54 Closing flags kaakaa ar Kae ew a et eee Seed ie 55 Editing flags wei a RG ak eae th Ee A Ee Gece Got ie 55 3 7 Tracking device service history ssaa saaa es 55 3 8 Mirtual Meterse u ws id A ee ed ee ee a 57 Chapter 1 PrintFleet Optimizer Introduction Introduction Welcome to PrintFleet Optimizer a remote print management system designed to help you control and streamline your printing processes in order to maximize uptime and budget for cost This guide is designed to assist you with the following e Using the Printer Data Collector Agent e Using PrintFleet Optimizer This chapter discusses e Device support e Installation requirements e Obtaining software updates e Contacting Technical Support 1 1 Device support PrintFleet strives to develop vendor neutral software products and to support as many models of printers copiers fax machines and multifunction peripherals as possible However our products do not support all models available in the market PrintFleet is continuously adding model support into our software products Supported models are not all supported to the same extent For example one model may be supported for all available data types while another may only be supported for specific data types such as device description and life page count PrintFleet software products collect information from networked imaging devices Stand alone devices are not supported
53. he DCA service Setting up the DCA asa scheduled task The DCA runs as a Windows service by default Alternatively the DCA can be set up as scheduled task The DCA service can be installed uninstalled started or stopped at any time You may need to reinstall the DCA service if you have previously been running the DCA as a scheduled task or if the DCA service was uninstalled for any other reason If you have been running the DCA as a scheduled task delete the scheduled task before reinstalling the DCA service To install uninstall start or stop the DCA service e Under the Status tab of the DCA in the Service area beside DCA Status click the Options button and select the operation you want to perform To set up the DCA as a scheduled task instead of a service you must first uninstall the DCA service and then create the DCA scheduled task To uninstall the DCA service 1 For DCA 3 x on the File menu of the DCA click Advanced Options 2 In the Service Control Main area click Uninstall 3 Click Save and Close 4 For DCA 4 x in the Status tab click Options and select Uninstall 5 Click Save and Close To create a scheduled task for the DCA 1 Click Start click Control Panel and then double click Scheduled Tasks 2 On the File menu point to New and then click Scheduled Task PrintFleet Optimizer Using the Printer Data Collector Agent 3 Replace New Task with a recognizable name for the
54. hed Click Next to continue 3 Read through the End User License Agreement check I accept the terms in the License Agreement and select Next to continue If you do not accept the terms the installation process will not continue PrintFleet Optimizer Using the Printer Data Collector Agent In the Destination Folder screen either leave the default folder displayed or enter a new destination folder Click Next to continue In the Ready to Install Printer DCA screen click Install to begin installation or click Cancel to exit In the Completed the Printer DCA Installation Wizard leave checked or uncheck Launch Printer DCA after installation and select Finish After the Printer DCA is launched in the second End User License Agreement select Accept to continue or select Decline to not continue In the Welcome to the Printer DCA Setup Wizard select the language from the drop down list and select Next In the Printer DCA Activation screen enter the following e Enter the server information for the server that the DCA will be sending information to in the Server box e Enter the PIN code in the PIN Code box e Optionally if the location is using a proxy server that you want to configure at this point you will also be able to do so after installation click Show Proxy Configuration See Using proxy settings on page 10 e Click Next Note You can continue past this step without entering a PIN code but da
55. here is displayed below 43 PrintFleet Optimizer Using PrintFleet Optimizer Supplies Meters Service Miscellaneous Additional Information Model Information Model Name Hewlett Packard Color LaserJet 2500 Duty Cycle 30000 Color Device Ves PPM Black 6 PPM Color 4 Date Introduction 9 23 2002 Toner Information Product Code Product Yield Black Cartridge co7004 5000 Cyan Cartridge C97014 4000 Magenta Cartridge C97034 4000 Yellow Cartridge C97024 4000 Miscellaneous Color Yes Copier No Printer No Fax No Scanner No Operating Power Usage 400 watts Idle Power Usage 30 watts 3 4 Using reports Generating reports PrintFleet Optimizer reports let you view data when and how you want it In addition to the default Primary Reports you can generate Custom Reports and Executive Reports multiple reports combined into one You can also schedule reports to be sent via email PrintFleet Optimizer allows you to generate a variety of Primary Custom and Executive reports To generate a report 1 On the Reporting menu point to Report Console and then click Create Report 2 In the Report Information area do the following e Select a report from the Report Selection list e Select other options as necessary depending on which report you have chosen This may include selecting a group a specific device etc 3 In the Run Now area do one of the following e Select a Start Date and End Date for the
56. imizer interface 2 Press Enter or click Q Results are displayed and separated into users devices and groups User results display the login name first name and last name Device results display the device name group serial number IP address MAC address asset number location and last active date and time Group results display the group name and parent groups Preferences including your password and the way you want device names to display throughout the system can be changed It is recommended you change your password periodically for additional security Passwords are encrypted and cannot be recovered so you must change your password if you lose it If you do not have access to the area to change your password you must request a reset from your distributor if you want to change it To change your preferences 1 Do one of the following e Click Preferences on the upper right side of the interface e On the Settings menu click My Preferences 2 Do one or more of the following e To change your password type your current password in the Old Password box type your new password in the New Password box and retype your new password in the Confirm Password box 29 PrintFleet Optimizer Using PrintFleet Optimizer e To change the way device names display throughout the system enter an acceptable string in the Device Name Template box or select a method from the list underneath The following propertie
57. in minutes in the Scan Interval box 3 Click Save 17 Setting the network timeout Setting the Local Print Agent timeout Setting the number of SNMP retries PrintFleet Optimizer Using the Printer Data Collector Agent The network timeout is the amount of time that the DCA will wait for a networked device to respond back with its information The default network timeout is 250 milliseconds The network timeout only needs to be adjusted if the DCA is not collecting complete information from networked devices If when you perform a DCA scan certain data fields which should be populated are reporting no information you may need to increase the network timeout to 500 or 1000 milliseconds However the higher the network timeout is set the longer the DCA scan will take There may be other reasons that the DCA is not collecting complete information for example the device may not store a specific data field toner levels etc To change the network timeout 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Transmission Options area type or select the desired network timeout in milliseconds in the Network Timeout box 3 Click Save The Local Print Agent timeout is the amount of time that the DCA will wait for the Local Print Agent application to respon
58. ion method and port see Changing and testing the communication method and port on page 9 and configuring proxy settings if necessary see Using proxy settings on page 10 use the following table to troubleshooting potential communication problems Table 3 Troubleshooting DCA Communication Problems Check if If not the selected send method change the send method to HTTP or HTTPS corresponds correspond with the port with the port you have chosen to transmit data through number chosen or change the port number to correspond with the send method chosen the port you have selected is open on the network have the network administrator open the selected port your PrintFleet distributor has a valid SSL security certificate if you are attempting to send via HTTPS contact your distributor to check if they are having problems with their security certificate the DCA is successfully collecting data from the internal network by looking in the data_queue or data archive folder located in the folder where the DCA was installed if there is data in this folder the DCA is successfully collecting data the problem is not with the send method but with the collection of data on the internal network the destination URL is correct by looking in the Summary area of the Status tab in the DCA obtain a new PIN code and reactivate the DCA See Installing and activating the DCA o
59. ionally to view additional information about a specific device click the device name to go to the Device Detail view See Working with the Device Detail view on page 38 3 3 Working with the Device Detail view The Device Detail view displays all information and links to other areas in the system relevant to a specific device An image of the device model is also included if available The lower area of the Device Detail view has tabs for accessing complete meter breakdowns supply levels service information miscellaneous device specific information and model information To access the Device Detail view e Click on a device name link anywhere in the system Usually this is while using one of the device views See Working with device views on page 30 Navigate between devices in the same group ws Reporting Notifications Settings Administrator Device Views gt Device View gt Device Detail id 4 hp color LaserJet 2500 79CC vi gt wl Group Root gt Widgets gt Brandon Test Group Name hp color LaserJet 2500 79CC Device Type Network Status OK IP Address 128 252 121 204 Serial CNBDBO4435 8 MAC Address DO 01 E6 4D BC Asset Location Total Coverage 35 00 Source Estimated Last Active 19 days ago Black Coverage 8 00 Source Default First Seen Monday September 28 2009 Utilization 0 install Date Firmware SYSTEM 20020612 Monday February 24 2003 JETDIRECT L 21 Displ
60. l devices with Local Print Agent on page 21 If you have created separate profiles for networked and local devices you will enable network device scanning in one and local device scanning in the other For more information on scan profiles see Managing scan profiles on page 13 To enable scanning of network and or local devices 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Scanning Options area do one or both of the following e Click Network Devices to enable scanning of networked printing devices e Click Local Devices to enable scanning of locally connected printing devices 3 Click Save 16 Enabling broadcast scanning Enabling Rapid Scan Setting the scan and transmission interval PrintFleet Optimizer Using the Printer Data Collector Agent Broadcast scanning targets each IP address specified at the same time rather than in consecutive order This makes the DCA network scan faster Some networks may not allow this type of scanning for security purposes Typically this is not needed To enable broadcast scanning 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the S
61. l the DCA you will have one scan profile called Default To create a new scan profile 1 Under the Scan tab beside Scan Profile click Add 2 In the New Profile dialog box enter a name to associate your new profile with and click OK 3 Configure all settings under the General Advanced and Local tabs that apply to the new profile or copy the settings from another profile 4 Click Save To edit an existing scan profile 1 Under the Scan tab select the profile you want to edit from the Scan Profile list 2 Edit settings as applicable under the General Advanced and Local tabs 3 Click Save To delete a scan profile 1 Under the Scan tab select the profile you want to delete from the Scan Profile list 2 Beside Scan Profile click Delete 13 Specifying which devices to scan PrintFleet Optimizer Using the Printer Data Collector Agent 3 In the Delete Profile dialog box click Yes Warning If you delete a scan profile you will no longer be collecting information from the devices specified in the profile unless they are included in a different profile The DCA only scans the IP addresses and or hostnames specified in each scan profile When the DCA is first installed it selects a default set of IP addresses to scan based on either Active Directory or if that is not available the primary network card on the system installed with the DCA These IP addresses are automatically added to
62. lick Once feature you are prompted to run the PrintFleet PFE ServiceBridge Client application if not installed 4 When the PFE URL is displayed the PFO user can make changes to values or accept default and select OK 5 The PrintFleet DCA Service Bridge dialog is displayed If prompted to Download Driver download the TAP driver and install When the VPN Connection states Success a PIN will be generated 6 Leave this VPN Connection dialog open for the duration The service technician gives this PIN to the DCA user for their use To enable a Service Bridge from the DCA 1 Do one of the following e On the Tools menu click Start Service Bridge e Under the Communication tab in the Service Bridge area click Start 2 In the Enter Service Bridge PIN box enter the access code generated on the central server you will have to obtain this from your dealer and click OK The Status field in the Service 11 Troubleshooting DCA communication problems PrintFleet Optimizer Using the Printer Data Collector Agent Bridge area will indicate when the connection has been established 3 Enter the Remote IP value into your browser the device s embedded web page is displayed To end the connection 1 The service technician can close the PrintFleet DCA Service Bridge VPN Connection Success dialog If you are unable to obtain successful communication between the DCA and the central server after setting the proper communicat
63. munity string and then click either the Up or Down button Repeat as necessary When the DCA encounters a device using a community string during the network scan it will attempt to use the first community string listed then the next etc until it is successful or it runs out of community strings to attempt 3 Click Save For privacy reasons the following types of information that the DCA collects can be masked in the transmission file to the central server e IP addresses of devices included in the network scan e Telephone numbers collected from devices masked by default e DCA host system information IP address MAC address subnet etc To mask private information in DCA transmission files 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the Advanced tab in the Privacy Options area do one or more of the following e Click to select the Enable IP Masking check box to mask device IP addresses e Click to select the Enable Phone Number Masking check box to mask telephone numbers collected from devices masked by default e Click to select the Enable DCA Host Info Masking check box to mask DCA host system information 3 Click Save SNMP traps are alerts generated by a device that allow information to be sent from a device immediately without having to continuously request i
64. n page 5 the network is free of firewalls there are not usually problems with firewalls but ask the network administrator if there is a chance this may be the problem 12 PrintFleet Optimizer Using the Printer Data Collector Agent 2 5 Configuring network scan settings Managing scan profiles The DCA network scan settings determine how the DCA collects information from the internal network and provides options for transmitting the information to the central server Scan profiles can be used to configure multiple types of network scans that will run independently for example you might want different scan and transmission settings for networked and local devices Network scan settings are independent of communication settings which specify how the DCA will communicate with the central server and if and how the central server can communicate with the DCA and or a specific device on the network see Configuring communication settings on page 9 You can use profiles to configure multiple types of network scans For example you might want to scan networked devices every hour and local devices once a day these would be two different scan profiles You might also want a different scan profile for one or two high priority devices that you want to scan more frequently Depending on your environment you might have multiple uses for scan profiles or you might not need more than one When you first instal
65. nding on the type of warning or error being reported The meaning of each background color is outlined in the following table Table 11 Alert email background color definitions Background Color Definition Yellow New warning that has not been reported in a previous alert Pale yellow Warning that has been reported in a previous alert Red New error that has not been reported in a previous alert Orange Error that has been reported in a previous alert 53 PrintFleet Optimizer Using PrintFleet Optimizer Table 11 Alert email background color definitions Background Color Definition Cyan New stale offline device that has not been reported in a previous alert Gray Stale offline device that has been reported in a previous alert 3 6 Using flags Creating flags Flags are used to schedule preventative maintenance Maintenance can be scheduled at a trigger life page count or a trigger date When a flag is created and the trigger is hit a flag icon will appear beside the appropriate device in any standard layout device view which can be clicked to view the device s flag settings An email will also be sent to the specified address y ii Subject Flag Alert Supplies Order View SREST heat A Attachments E _AVG certification_ txt 268 B Device Trigger at Page Count 9400 HP Color LaserJet 2600n 0088 Device Name Canon iR3025 10 04 01DC Serial Number SUGO1170 Asset Number M
66. nformation For example if a device experiences an error by enabling SNMP traps you can be notified of the error immediately instead of waiting until your regularly scheduled DCA scan Prior to enabling SNMP traps on the DCA you need to specify in the internal configuration for each device that SNMP traps should be sent to the IP address of the system installed with the DCA This only needs to be done for devices that you want to receive SNMP traps from After SNMP traps are enabled on the DCA each SNMP trap received will trigger the DCA to perform a regular data scan on only the 20 Disabling real time DCA status PrintFleet Optimizer Using the Printer Data Collector Agent device that sent the SNMP trap The results from this scan will immediately be sent to the central server To enable SNMP traps 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the Advanced tab in the Miscellaneous area click to select the Enable SNMP Traps check box 3 Click Save By default during a DCA scan the DCA will display the real time status of the scan under the Status tab This includes the profile name of the current scan the IP address currently being scanned the total number of IP addresses in the scan profile and the number of IP addresses in the current DCA scan that have already been sc
67. ome from a variety of sources the source being used will be indicated in brackets beside the percentage value The following table describes the various sources Table 8 Page Coverage Data Sources Coverage Data Source Description Device Total A value obtained directly from the device for the lifetime average page coverage of the device Device Cartridge A value obtained directly from the device for the average page coverage over the life of the current cartridge 39 Viewing embedded web pages Viewing historical LCD and error information Working with the Supplies tab PrintFleet Optimizer Using PrintFleet Optimizer Table 8 Page Coverage Data Sources Coverage Data Source Description Device Total Device Cartridge Both Device Total and Device Cartridge values may display if both are available Estimated If there is enough information to calculate page coverage but no page coverage given directly from the device a calculated estimate of page coverage will be displayed Default If no page coverage information is available a default percentage of 5 will be displayed 1 This value can be set in the Configuration page The ERP icon will appear beside the serial number of the device on the Device Detail view if the device is currently configured for meter exports Note You can find additional information including the version of the DCA bein
68. on to the standard items you also have the option to change the Next Send Date The last sent date will also be displayed Click Save Schedule To delete a scheduled report 1 On the Reporting menu point to Report Console and then click Scheduled Reports Under the Options column click Delete in the row of the scheduled report that you want to delete Click Confirm to verify deletion of the schedule 3 5 Using alerts Creating new alerts Alerts are configured to notify you via email when a document output device has a status that you have indicated you want to be notified of This gives you or your dealer the ability to respond to service issues quickly Recently sent alerts are also summarized on the Alerts view for more information see Using the Alerts View on page 37 To create a new alert 1 On the Notifications menu point to Alert Settings and then click Alert Manager Click the New Alert button Complete the following required items e Select a company from the Customer list e Type in an email subject line for the alert in the Title box e Type in the email address that you want the alert to be sent to in the E mail box Optionally select a layout from the Alert Layout list See Managing alert layouts on page 51 Optionally to assign the alert to individual devices instead of all devices do the following e Click to select the Individual Devices check box e Click the Assign D
69. ontents of a text file ready for import the example indicates from top to bottom an IP range to include a single IP address to include a hostname to include and an IP range to exclude 10 0 0 1 10 0 0 200 10 0 1 10 examplehostname 10 0 0 10 10 0 0 50 To export current scan range settings to a text file 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Ranges area under Scan List click Export 3 Save the file to the desired location To import scan range settings from a text file 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Ranges area under Scan List click Import 3 Select and open a properly formatted text file 4 Click Save You can also use PrintFleet Suite Pro purchased separately to determine the appropriate scan ranges prior to configuring the DCA 15 Enabling scanning of network and or local devices PrintFleet Optimizer Using the Printer Data Collector Agent To determine the optimal IP range settings using PrintFleet Suite Pro 1 In PrintFleet Auditor click Advance Scan 2 Do one of the following e If the location has less than 100 users click QuickS
70. r the Options column click View 2 Optionally use the zoom bar or your mouse scroller to zoom in and out on the map image a Click to zoom in Click and drag to zoom in and out Click to zoom out The Alerts view displays details on recently sent alerts The Alerts view displays the customer name number of devices that have recent alerts and a link to view alert details for each device To view the Alerts view 1 On the Device Views menu click Alerts 2 Under the Options column click Details to view the device name serial number LCD and service code status for each device with a recent alert Recent Alerts Sent for Widgets Ine Device Serial Leo Service Code Lexmark T634 RPTEST Ready f2ner2003 HP Color LaserJet 2640 CNHCTEMDAS Ready Auto 2ner2009 KONICA MINOLTA magicolor 7306001596 12132009M Lexmark xs02n Power Saver 28 2009WARNI TXPO1240 JPHSO06445 INSTALL SUPPLIES For st 107 CRITICAL INSTALL BLACK CARTRIDGE CRITICAL Pause CRITICAL INS Kyocera EP C220N APRTS02679 Sleeping HP Color LaserJet 2820 ceNFes2cact Load paper RITICAL TRAY EMPTY KONICA MINOLTA magicolor ENERGY SAVER ENERGY SAVERK TOI WARNING Toner Near Empty Black WARNING Sleep KONICA MNOLTA mai 2170061 2 7 2008 WARNING Toner Near Empty CyanWARNING Taner Near Empty Mager WARNING 15 14 4 page of2 b bi Displaying 1 1015 of 22items 37 PrintFleet Optimizer Using PrintFleet Optimizer 3 Opt
71. r to the user guide for the third party push installation tool for further instructions 2 7 Viewing queue archive and log files For troubleshooting purposes you might want to view DCA queue archive or log files Queue and archive files are copies of DCA scan result files queue files have not yet been transmitted to the central server while archive files have already been transmitted The presence of queue files indicates that the DCA is not successfully transmitting information to the central server unless the DCA is in the process of transmitting the most recent file Queue and archive files are encrypted in the proprietary pfd format and contain the complete results of a single DCA network scan Log files are in 1o0g format and are not encrypted Log files contain summary information for all DCA scans that occurred on a specific date including scan times transmission results DCA application information intelligent update actions and the IP addresses and vendors of discovered devices Log files do not include specific printing device data fields meters toner levels etc By default log files are not sent to the central server but this can be enabled Queue and archive files can only be viewed using the File Viewer included in the DCA Log files can also be viewed using this but can also be viewed in any word processing or other application that supports log files To locate the correct file queue and archive file
72. rall status page count month serial number IP address location last active date Alerts customer devices options for managing alerts Maps list of maps links to each map number of devices placed on each map options for managing maps Supplies Order device name pages in last 30 days supply View type current level status last order date option to order supplies The Technical View provides basic information about devices including the name supplies status device status yesterday meter count serial number IP address location and last active date You can Edit and Override this information via Options in the Device View Manager Using the Supplies Order View PrintFleet Optimizer Using PrintFleet Optimizer To access the Technical View e On the Device Views menu click Technical View Widgets Inc 8 of 10 2 Technical View aig DEL a Oce Device Name Device D Overal SI Page Count Month Serial Number P Address pi BOB 0 of 0 Kingston HQ 0 of 0 HP 34169A DESIGNJET 500 C77 81 59309525 Marketing 2 Multi Laser 0 Change Filters 0 testserial 100 0147 on iR C3380 2238563553 65 TXP01240 1000 50 86848486145 178 CNOCS292J7 1000104 gt HP Color LaserJet 2840 112929876342 O CNHC78M043 10 0 0 208 y HP LaserJet 1022n 0080 112928418229 1 SERVICE ID 1000128 KM 7530 0068 38013012589693 O AJA3002526 100 0102 Kyocera EP C220N 828632765274 47 APR750267
73. ration column type in the amount of time the service event took This can be in any units you can specify the units to be clear or use whatever is standard practice at your company e Under the Maintenance column type in a description of the maintenance or service that was performed e Under the Notes column type in any additional notes about the service performed Click H to save the service item Group Selection Widgets Inc Device Selection LANIER Lw326 002 E Date Time Severity Updated By DurationMaintenance Notes Edit Delete 376 2009 PA EAS 2 1 o o MODERATE W Demo Account it 30 minutes a 12 30 y To edit a service history item 1 On the Settings menu point to Device Management and then click Service History Select a group from the Group Selection list Select a device from the Device Selection list Click 2 under the Edit column in the row of the service item you want to edit Change information for the service entry as desired and then click H to save the entry 56 PrintFleet Optimizer Using PrintFleet Optimizer To delete a service history item 1 On the Settings menu point to Device Management and then click Service History Select a group from the Group Selection list Select a device from the Device Selection list Click X under the Delete column in the row of the service item you want to delete Click Confirm to verify deletion 3 8 Virtual Meters Virtual
74. report 44 PrintFleet Optimizer Using PrintFleet Optimizer e Select a date range from the Data Range list This Month This Year or Last Month This will automatically populate the start and end dates for the report Click View Report 5 For Executive Reports navigate through each individual report by selecting a page to view from the list in the Report Viewer header The Report Viewer allows you to do various things with a generated report including e View in chart form e View in data form e Email the report e Download the report in pdf format e Download the report in csv format Report Viewer Page counts for Canon iR C3380 Feb 1 to 28 2009 Customer Widgets Inc Options Close X Data E mail demo pintiestoom Page counts for Canon iR C3380 Feb 110 28 2009 4000 ME Color os e D cs ae R a To view a report in chart form if applicable e After generating a report in the Report Viewer click the Chart tab To view a report in data text form e After generating a report in the Report Viewer click the Data tab To email a report 1 After generating a report in the Report Viewer type in the email address you want to send the report to in the E mail box 2 Click Send To download a report in pdf format e After generating a report in the Report Viewer click Options and then click Download PDF To download a report in csv forma
75. rintFleet Optimizer Index 64
76. s are accepted description name id serial asset ip mac location hostname lcd systemname systemlocation systemdescription grouping groupbreadcrumb userlogin userid and username The following are examples of strings that can be used Sname Serial Sserial Asset Sasset sample output HP 1000 Serial 1234 Asset ABC Sname ip mac sample output HP 1000 192 168 1 1104 00 01 02 aa bb cc 3 Click Save Your password must be of a certain strength as set by the administrator The Strength bar must turn green for it to be an acceptable password To increase the strength of your password use both upper and lower case both letters and numbers symbols or increase the length of the password 3 2 Working with device views There are several default device views in PrintFleet Optimizer You can also create unlimited custom device views that contain the precise information you want to see To view data using an available device view 1 On the Device Views menu click to select the device view you want to use from the following or any custom view e Technical View e Supplies Order View e Alerts e Maps 2 On the left side of the screen select the group that contains the devices you want to view Beside each group it will indicate how many devices reside in that group for example 5 of 15 indicates that 5 devices are in the top level of that particular group and 10 additional devices
77. seful for tracking costs and keeps you informed of which devices are requiring the most amount of maintenance which can indicate which devices are being overused or which should be retired replaced or reallocated Toner orders are automatically entered as service history items See Using the Supplies Order View on page 34 55 PrintFleet Optimizer Using PrintFleet Optimizer To view and export the service history for a device 1 On the Settings menu point to Device Management and then click Service History Select a group from the Group Selection list Select a device from the Device Selection list Service history for that device will be displayed Optionally to export the service history of that device click More Options click Report type your email address in the Email box and click Send To add a new service history item 1 On the Settings menu point to Device Management and then click Service History Click New Item Input relevant information about the service item e Under the Date Time column select or type in the date of the service in mm dd yyyy format and select the time of day from the list By default it will display the current date at 12 00am e Under the Severity column select a severity level from the list Available severities are Low 1 Moderate 2 and Urgent 3 e Under the Updated By column type in your name the name of the service technician etc e Under the Du
78. t e After generating a report in the Report Viewer click Options and then click Download CSV 45 PrintFleet Optimizer Using PrintFleet Optimizer Primary reports are default reports you can generate to view information about document output devices Table 9 Description of Primary Reports Report Description Advanced Volume Report A text report that displays device name serial number start page count end page count page total mono total color total copier mono copier color print mono print color fax count IP address asset number and last active date Additional machine specific meters can be shown if selected You can choose to run the report for either managed or unmanaged devices CPC Report A text report that displays the device name serial number asset number location count mono count color CPC mono CPC color CPC total mono CPC total color and CPC total based on a specified date range Current Meters A text report that displays the device name serial number IP address asset number all available meters standard and custom based on a specified end date and the last active date for either managed or unmanaged devices for the selected group Individual Page Count Report A graphical report that displays total page count total monochrome count and total color count for a single device over a specified time period Individual Toner Level Report A
79. t for your chosen method of communication you will need to change this in the DCA You can change the communication method and port at any time To change the DCA communication method and port 1 Under the Communication tab of the DCA in the Communication Method area type in the protocol followed by the hostname 2 Optional only if you use a non standard port enter the port number after a colon after a hostname For example printfleet com 84 Using proxy settings Changing the web service timeout Enabling Intelligent Update PrintFleet Optimizer Using the Printer Data Collector Agent 3 Click the Test button to verify that communication can be established with the central server You will receive either a success or failure message 4 Click Save to retain changes If you are having problems obtaining successful communication between the DCA and the central server see Troubleshooting DCA communication problems on page 12 If a network being scanned with a DCA uses a proxy server you can configure the DCA to use the proxy settings which will allow the DCA to scan the network To use a manual proxy configuration 1 Under the Communication tab of the DCA in the Proxy Configuration area click to select one of the following Use Windows proxy settings no other configuration required Use custom proxy settings or None to disable proxy settings 2 If you have selected Use custom proxy settings
80. ta will not be transmitted to the server until activation is complete 10 11 12 In the Scan Settings screen you will be shown a list of preconfigured IP ranges that will be added to your default DCA network scan This can be changed after installation is complete if necessary Click Next In the Intelligent Updates screen you will be given the option to disable Intelligent Updates It is recommended that Allow Intelligent Updates remains selected unless there is a strong reason to turn it off Click Next See Enabling Intelligent Update on page 10 In the Setup is Complete screen by default the Open the Data Collector Agent Interface and Start the Data Collector Agent Service are both selected Optionally you can turn off one or both of these options Click Finish At some point over the life of the DCA installation you may need to reactivate it for example if you were given an activation code with an expiry date or if you need to redirect the DCA to a new server You can enter a new activation code from an existing DCA installation To reactivate the DCA 1 On the Tools menu click Reactivate DCA PrintFleet Optimizer Using the Printer Data Collector Agent 2 If you are redirecting the DCA to a new server and or port enter the new information in the Server box 3 Enter the new activation code in the PIN Code box 4 Click Activate 2 3 Managing the DCA service Installing and starting t
81. the Default scan profile If the default set of IP addresses captures all the devices on the network that you want to scan and you do not want multiple scan profiles you do not have to further specify the devices for the DCA to scan If however you want to adjust the devices included in the default scan or if you have more than one scan profile you will need to further configure which IP addresses and or hostnames to include Single IP addresses ranges of IP addresses and hostnames can all be used to specify devices to include or exclude from a network scan There are two general purposes for excluding a device or range of IP addresses from a network scan 1 to specifically not collect information from a device or set of devices or 2 to remove IP addresses that you know do not have printing devices on them to create the most efficient scan range shorter network scan time Important It is recommended that the network administrator at the location with DCA installed help set up the DCA scan range To add devices to or exclude devices from a DCA network scan range 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Ranges area do one or more of the following e To automatically obtain an additional default scan range from the one specified during DC
82. ting 24 C caution status 32 charts 45 copiers See devices coverage data source 39 device detail 39 CPC report 46 custom reports generating 44 D Data Collector Agent activating 5 installing 5 introduction 4 multiple subnets 6 network load 26 network timeout 6 obtaining the software 5 questions to ask prior to installation 6 recommended number of devices 6 requirements 60 setting up as scheduled task 8 troubleshooting 12 VPNs 6 See also PrintFleet Optimizer See also PrintFleet Enterprise data_queue folder 12 Device Detail View 38 device views default 33 Maps 36 Supplies Order View 34 Technical View 33 traffic light system 32 working with 30 devices new 32 support 1 downloading reports 45 E e mailing reports 45 e mails alert 53 end user license agreement 58 ERP icon 40 EULA 58 executive reports generating 44 F fax machines See devices firewalls 12 flags closing 55 creating 54 editing 55 overview 54 triggers 54 H history service 55 62 I installation Data Collector Agent 5 requirements 2 IP address Technical View 33 L last active date 33 layouts alerts assigning 49 managing 51 location 33 log files deleting 24 logging in to PrintFleet Optimizer 28 M maintenance See flags See service history map images zoom 37 Maps view 36 maximum devices DCA 6 meters tab Device Detail View 41 yesterday 33 See also reports model support 1 multiple subnets 6 N network load DCA
83. ty rights in the Software and User Documentation are owned by PFI or its suppliers and are protected by law including applicable copyright trade secret patent and trademark laws End User will not remove any product identification copyright notice or proprietary restriction from the Software 5 LIMITATION ON REVERSE ENGINEERING End User may not reverse engineer decompile or disassemble the PFI Software except and only to the extent that the right to do so is allowed under applicable law 58 PrintFleet Optimizer 6 CONSENT TO USE OF DATA In providing service to END USER through the PRINTFLEET Web site PRINTFLEET and its PARTNER may collect and use data and statistical information generated thereby Unless otherwise provided in a separate agreement such information shall be aggregated with data from other licensees of PRINTFLEET and its PARTNER and use and disclosure of such information shall only be done in the aggregate for statistical purposes and the information of any single licensee shall not be disclosed Information such as END USER s name address telephone number email address IP address and other personal information such as credit card numbers related to particular transactions with the PRINTFLEET site will be considered customer identifiable information and will not form part of such collected information and will be kept confidential 7 LIMITATION OF LIABILITY Notwithstanding any damages that End User might incur th
84. ult is Both To filter devices by managed supplies or service status click to select the Managed Supplies and or Managed Service check box To filter devices by last active date click to select the Active within last _ days check box and enter the number of days in the box Note Device views are set to automatically filter based on last active date for a default number of days The default number is 6 days but this is can be configured by the administrator To filter devices by percent toner remaining click to select the Toner check box and then select the highest percent toner remaining you want to view from the list Optionally click to select the Include unknown check box to list devices with an unknown amount of toner remaining To filter devices by the last time supplies were ordered click to select the Last Supplies Order and then select the time interval for last supplies orders that you want to view never less than 1 week less than 2 weeks less than 3 weeks or less than 30 days ago 31 Viewing new devices Working with the traffic light system PrintFleet Optimizer Using PrintFleet Optimizer 3 Click Apply Filter Filter By Text XcClose E Text 9 Filter By Status Type Management Managed Unmanaged Both Type O Network O Local Both Restrict To Managed Supplies Managed Service Filter By Last Active Date Y Active within last 1100 days Filter By Suppli
85. use the Keep log files for combo box to specify the maximum number of days you want to retain log files Set the value to 0 if you do not want older log files to be automatically deleted 2 8 Configuring language and read write settings The language for the DCA will be automatically selected during installation based on the default language selected for your Windows operating system To change the DCA language settings e On the Options menu point to Language and then do one of the following e Click Windows Default to toggle using the default language for your Windows operating system e Select the appropriate language from the list The DCA has full write permissions enabled at installation but read only permissions can be set through use of a password This will 24 PrintFleet Optimizer Using the Printer Data Collector Agent prevent anyone without the password from changing any of the DCA settings To make the DCA read only 1 On the Options menu point to Read Only Mode and then click Read Only 2 In the Set Password dialog box enter the password you want to use to disable read only mode and then click OK To disable read only mode 1 Click Unlock in the lower right corner of the DCA 2 In the Enter Password dialog box enter the password currently set for read only mode and then click OK The password for read only mode can be changed during read only mode provided you have the current password
86. ver 2005 e VMWare GSX Important e Do not install the DCA on a laptop e If you plan to use the DCA to collect data via VPN please be aware that due to the extended transmission there is a risk of data loss Extended transmissions can result in timeouts during a Read access from a remote device Instructions for installing a DCA 3 x on Windows Vista Windows 7 or Windows Server 2008 Windows Server 2008 Vista and Windows 7 implement a new feature called User Account Control UAC which can cause installation problems with the DCA and or the DCA Health Check service These issues can be avoided by using the following procedures Note If UAC is turned off you do not need to use these special instructions After downloading the DCA installation file DCA_Install msi 1 Right click on the DCA_Install msi file and select Properties 60 PrintFleet Optimizer 2 Under the Compatibility tab click to enable the Run as Administrator check box 3 Proceed to installing the DCA After the DCA is installed repeat steps 1 and 2 above for the following two files e C Program Files Data Collector Agent DCAService exe e C Program Files Data Collector Agent Support DCAServiceHC exe 61 Index PrintFleet Optimizer Index A activating the DCA 5 active date last 33 alerts create 49 deleting 51 editing 51 e mail 53 individual devices 49 layouts assigning 49 managing 51 overview 49 status items 50 archive files dele

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