User Manual for Reform PDC Tracker
Contents
1. Step 2 Filter D ata optional Refresh Filter Data User Location Device De 4 User s Mot Selected Selected Hefarm User 5 Step 3 Get Data Click the Retrieve Data button to access all the information related to the filters that were setup in the previous step Step 3 Get Data Hetreree Data 6 Step 4 Pick Report Notice that you will now have access to a list of various reports that can be displayed Use the drop drown box to select the User Summary report from the list Reform12 _ Reform Tracker For MOST 26 Step 4 Pick Hepat User Summary Summary Cost Summary Device Summary User Summary 7 Step 5 Retrieve Report Click the Generate Report button Step 4 Pick Hepat User Summary Step 5 Retrerve Repo 8 On the right hand side of your screen you will see Report is being generated message Report is being generated 9 The report will now display the user s MFP usage It breaks up their copy jobs into black and white and color categories Reform12 _ Reform Tracker For MOST 27 Total number of records 5 First date Last date Friday October 02 2009 User B W and Color i Reform User 2 bv B Color 0 14 Pages E User B W and Color Reform User 2 mei Color e n3 E Pages 10 To see more detailed usage f2. Maintenance There are certain directories and SQL tables that need to be monitored for growth along with the MOST plug in for Reform 12 As a system processes more and more jobs the size of these directories and SQL tables can grow very quickly Overall system performance can be affected by the large amounts of space that the files may take up Also there exists a 4GB database limit if using the Microsoft SQL Server Express 2005 supplied with this installation Obsolete files database entries should be deleted according to your needs and file retention specifications It is recommended to monitor the following directories and SQL tables for growth Directories C Program Files Reform Backups SQL Tables Reform_Tracker_MFP_Lock Reform_Tracker_MFP_Copy_Limits Reform12 _ Reform Tracker For MOST Job Tracker _ Reform712 Reform Tracker 9 29
3. Current Settings Lopying Mot Set Faxing Mot Set Scanning Not Set DocumentServer Mot Set _ Unlock Copying _ Unlock Faxing Unlock Scanning Unlock the Document Server Cancel PREVIOUS Next gt gt 14 Next we have the option to allow black copies to be made when users are not logged into MOST To use this feature either the IP or Serial number of the MFP must be entered Multiple IPs Serials can be configured using comma separated values For the demonstration we will not being using this option Click Next Reform12 _ Reform Tracker For MOST 15 MOST MFP Restrictions 1 For MFP Copying Bator Copying Restrictions setup page Can users make Black and White copies when logged aut Please specify the IP addresses ANDOR the Serialis of MFP s you want to make this change for To enter more than one separate them with a comma REQUIRED if above box is checked IP Address es af the MFP Must be comma separated if using multiple Serial s of the MFP Must be comma separated if using multiple Cancel lt Previous 15 Here we can configure monthly quarterly or yearly copying limits for the Domain Users group The Reform Tracker Script Process service must be running to enable copy limits please see the services section of this manual Enter a value for black white pages and for color pages we enter 5 Black White and 1 Color for dem
4. 1 2009 limits will be reset on 2 1 2009 3 1 2009 Start Month Start Da Start Year gt 2008 I fw Select how often these limits should be reset relative to date above lt lt Previous Next gt 17 Click Finish MOST MFP Restrictions 1 For MFP Copying MOST Restrictions 1 Wizard Complete Please click Finish Cancel lt Previous 18 You have completed configuring your simple Reform Tracker workflow Your 2 objects User or Group 1 and MOST Restrictions 1 should all be green meaning they have been successfully configured and the workflow is ready to be created User or Group 1 Reform12 i Reform Tracker For MOST 17 19 No changes have been made to your system as of now You can still go back and make any necessary adjustments to any part of the workflow To save the configurations the workflow must be executed This is done by clicking the Execute button Execute on the menu bar After execution you will be notified about what has taken place Click OK Completed configuring the Cost Accouting MOST Restrictions 1 configures restrictions for User or Group 1 Cancel 20 The workflow can be saved by going to File gt Save for future reference and adjustments You may keep it as the tutorial continues in the next section with adding the Report object 21 Login to the MFP with a
5. Domain User s account We use a Color MFP for demonstration purposes 22 After logging in try accessing some of the other functions on the MFP Since Faxing and Copying were unlocked and the Copy limit is not 0 you should be able to navigate through those 2 functions Since we did not unlock Scanner and Document Server you should not be able to access these functions At this point you have access to the Copy function since we set the Color copies to 1 and black white to 5 To demonstrate Color copy lockout make 1 color copy and then proceed to logout Log back in with the same credentials Go to the Copy function You should still be able to make Black White copies but the Color option is locked out Configuring the Report Object Optional 1 This tutorial continues the previously configured workflow consisting of a Domain Users input and MOST MFP Restrictions process The Report output can also be added and configured to provide automated reporting The RM Tracker Automation service must be running see the services section of this report for more information To begin drag and drop a Report object somewhere underneath the MOST Restrictions 1 object Reform12 _ Reform Tracker For MOST 18 1 MFP dll User or Group Process Printing Restrictions X X User or Group 1 in MOST MFP Restrictions Output _ 2 You will be prompted to describe t
6. Reform Tracker For MOST 12 18 2009 Retorm racker Reform12 pat trackers Reform Tracker For MOST 2 Table of Contents About the Reform Tracker Plug in 3 System Requirements 3 AS tellotiolT tied sd 3 Configuring to use Reform Tracker cccsssssssscosccsccsccsssuscosccscceseussussansasseussusascescs 5 Reform Tracker Services with 7 Reformi Tracker Ser VIE 7 Automated Reports and Limits Service 9 Configuring Lock Functions and 9 Configuring the Report Object Optional 17 Generating Reports 24 Mantenan E asne 28 Reform12 Reform Tracker For MOST 3 About the Reform Tracker Plug in The Reform Tracker plugin allows for seamless Printer and MFP monitoring There are two main components which are the monitoring and reporting The monitoring component is able to retrieve information about print jobs such as the number of black and white color pages the amount of copies time and date printed and a various amount of user information The repor
7. cker Reform Tracker Services with MOST Reform Tracker Service The Reform Tracker Script Process service is installed with Reform Tracker The installation routine sets it to start manually If using the Reform Tracker to monitor MFP s with MOST installed this service must be started and set to Automatic It is also recommended to run this service as a domain account with administrative privileges on the local computer in order to successfully access your LDAP system To view this service go to Control Panel gt Administrative Tools gt Services 5 Services File Action View Help m EAB 9 BE p m Services Local Startup Type LogOnas aca P acted Storage see Reformlz Spooler Service Reform Pro Started Automatic Network 5 Remote Access Auto Connection Creates Manual Local System Bi Remote Access Connection Manager Creates a Started Manual Local System Sa Remote Desktop Help Session Manager Manages Manual Local System m Remote Pracedure Call RPC Serves as Started Automatic Network 5 Remote Procedure Call RPC Locator Enables re Manual Network 5 Remote Registry Enables Started Automatic Local Service y Removable Storage Manages Manual Local System ri W Extended A Standard UU Uu Right click on Reform Tracker Script Process and go to Properties 5 Services Fil
8. e Action View Help Mame Description Status Startup logOnas l Su Protected Storage Protects sk Started Automatic Local System Reform Tracker Script Process Start o c Manual m Network S iy ReFormi2 Spooler Service Stun Started Automatic Network 5 Remote Access Auto Connection pause Manual Local System ity Remate Access Connection Manage Started Manual Local System S Remote Desktop Help Session Mana E Manual Local System E Sa Remote Procedure Call RPC started Automatic Network 5 Sa Remate Procedure Call RPC Locat Tasks d Manual Network 5 fy Remote Registry Started Automatic Local Service Ss Removable Storage Manual Local System EN Properties Extended amp Standard Opens the properties dialog Far the current s lection Help In the General tab select Automatic in the Startup Type option Reform12 i Reform Tracker For MOST 8 Reform Tracker Script Process Properties Local Computer El gt Log On Recover Dependencies Service name HM TrackerProcess Display name Reform Tracker Script Process Description Reform Tracker Script Process E Path to executable E FilessFietorm PDC v12 Pluginz TraekersManitarHM Track Startup type Manual m pal on O O O O Service status JEU Shark Stop Pause Resume ou can specify the start parameters
9. ect it to User or Group 1 To do so first select the Add Connector button from the menu bar Next drag your mouse from the small x underneath User or Group 1 to the small x above MOST MEP Restrictions 1 as pictured below When the connection is complete the connecter will turn black if red connection has not been made correctly try again and the MOST Restrictions 1 caption will turn green Tos Mot Restrictions 1 Reform12 _ Reform Tracker For MOST 14 12 You will be prompted to configure MOST MFP Restrictions 1 upon completing the connection Click Yes If you select No you can still double click on the MOST MFP Restrictions 1 object or rightclick and select Configuration to configure it Confirm You can now configure MOST MFP Restrictions 1 Se Would you like bo this now 13 Check the functions that you want to unlock for the users when they login This wizard will also show you the currently configured settings if any exist For this demonstration we will be unlocking Copying and Faxing for the Domain Users group Check ON the boxes next to the appropriate functions and click Next MOST MFP Restrictions 1 For MFP Copying PES a Copying Restrictions setup i Which functions should be unlocked when the user logs in Current settings are alea displayed Mew Settings do not take into effect until executed
10. ect value to filter by Add another Filter Click Next Cancel lt Previous sess 9 Now you can choose the starting date and frequency to generate and email your report The Reform Automation service will check this date daily and decided whether a report should be generated or not Since we are configuring a weekly report we will choose Every Week as the frequency option We also want this report emailed so we check On the Email this report checkbox Click Next a Weeky Report 1 Select the starting date for your Report You have the option to have your Report emailed as well Start Month 01 v art Li 4 2009 Ez Select how often should this report be generated relative to date above Every Week v Cancel lt Previous gt gt 10 Enter your email information and click Next Reform12 _ Reform Tracker For MOST 22 E Weeky Report 1 Email setup page Enter the Email Server Email Server Enter the Email Port Port Enter the Email From Email From ES Enter the Email Email lt lt Previous vex 11 Enter a subject and body for your weekly email Click Next EN Weeky Report 1 Email setup page 2 Enter the subject Weekly Report Enter the body Please see attached PDF Thank You lt lt Previous Next gt gt 12 You have completed configuring the Report object Click Finish Weeky Report 1 Wizard Co
11. epending on the needs of your organization The schedule for resetting limits automatically is configured using the Workflow Designer as well To ensure the service is running go to Control Panel gt Administrative Tools gt Services and look for RM_Tracker Automation The startup type should be automatic and the status should say started 9 5 Services File Action Help e s m gm mm Services Local SE E RM_Tracker Automation Mame gt Description Status Startup Log C 4 Remote Procedure Call RPC Locator Enables remot Manual Met Stop the service 8 Remote Registry Enables remot Started Automatic Local Sa Remote Procedure Call RPC Locator Enables remot Manual Neti 8 Remate Registry Enables remot Started Automatic Local Description Removable Storage Manages and Manual Local Reform Tracker Automation _ _ Si Secondary Logon Enables startin Started Automatic Local Sis Security Accounts Manager The startup of Starbed Automatic Local ey Security Accounts Manager The startup of Started Automatic Local y It is recommended that this service be run as a domain account with administrative privileges on the local computer To do so please follow the same steps as the Reform Tracker Script Process service above Configuring Lock Functions and Limits The Workflow designer is used to configure the users groups and De
12. esigner 3 Now we need to update the settings by re installing MOST on the MFP At the main Control Center window you can enter a start and stop IP range to scan your network for MFPs If an MFP is found click Next Control Center CE x File Edit Scanning Options Enter the IP range where all Ricoh are located Start at IP ia Found 1 Status Ready Next 4 window appears with two tabs Installed and Not installed Depending on whether MOST has already been installed on the MFP it found it will appear on the appropriate tab Control Center PITT Fa File Edit Installed Not Installed IP Name Serial Number Location MOST Version SDK Version 192 168 0 84 Aficio MP C2050 2295301043 2 2 90825 4 15 4 17 gt la Verify Installation Update MOST Uninstall MOST Reboot MFP Xe Update SDKA Controls Status Ready Back 5 Forthe demonstration we already have MOST installed on the MFP so we will be doing an Update Click on Update MOST to update MOST in the MFP with the new Reform12 E Reform Tracker For MOST 7 settings from the Control Center If you were installing MOST for the first on the MFP you would need to click Install MOST from the Not Installed tab Once the MOST installation is complete close the MFP Control Center You can now proceed with configuring the Reform Tra
13. ger 1 Goto Start gt Programs gt Reform gt MOST gt Install to MFPs Control Center fx MOST Settings General Settings SNMP Made e range where all Ricoh MFP s are located j Verbose Logging IF Found 0 z F E I fal FO Shop at IP LH d Start Scan Status Ready 2 Goto Edit gt MOST Settings Go to the Device tab and set Copy Counter True and check all the lock functions Click Save MOST Settings Server Device i Advanced Function Tracker MFP Username MFP Password Lock Functions Copy Fax v Server Scan Lard Reader Authenticate using other card reader models Other Lock Panel False Wizard Cancel a The Copy Counter setting enables the MFP to have control over users copying habits f set to True you must enter the MFP s username and Reform12 _ Reform Tracker For MOST 6 password The MFP Username and Password should be the same as the credentials used to log into the MFP s Web Image Monitor b The Lock Function settings allow you to lock down the MFP until a user logs in to MOST Each user that logs into MOST can have access to different functions such as copying faxing scanning and access to the document server By default all users will be locked out of the functions that you select until the user or group is configured using the Workflow D
14. he object The description is important in this case as it will be used to save the data needed to process the report automatically adding more than one Report object the descriptions should be different so that the two reports do not over write each other Enter Weekly Report 1 and click Finish s td Please enter a description for Report 1 Description Weeky Report 1 Cancel Previous 3 You are now taken back to your workflow We must now connect the MFP Restrictions 1 object to Weekly Report 1 using the arrow connector Select Add Connector from the menu bar and then drag an arrow from the MEP Restrictions 1 object to Weekly Report 1 object as shown below Reform12 _ Reform Tracker For MOST 19 Weeky Report 1 4 You will be prompted to configure the Weekly Report 1 object Click Yes If you select No you can still double click on the Weekly Report 1 object or rightclick and select Configuration to configure it You can now configure Weeky Report 1 Would you like to this now 5 The first thing we want to configure is the type of report that is going to be run Use the browse button to select a report Select User Summary rdlc and click Open Look in Reports m 5s BP f Activity Summary rdle Cost Summary rdle Device Summary rdle 7 Main Report Fe Recent Documents User S
15. ick Finish This will take you back to your workflow 6 Now you are ready to configure User or Group 1 To do so right click on the newly added object and select Configuration or simply double click on it m m e Edit Caption B a Configuration i Erl Del Reform12 E Reform Tracker For MOST 12 7 You are now presented with the Setup window Here you can search for the user or group you want to configure limits and locking for For the demonstration we will be adding the group Domain Users We will also specify that each user within this group will receive their own individual limit Since users can be part of multiple groups limits are configured based on the user s Primary Group within LDAP Individual Limits If Joe and Bill are in the Domain Users group Each of them have their own limit If Joe scans it will not reduce Bill s remaining scans Each user in Domain Users has their own limit Non Individual Limits Joe and Bill are in the Sales group Their entire group has one limit If Joe scans it will reduce Bill s remaining scans The entire Sales group has a single limit 8 When searching you can limit the results by entering domain users into the first field or you can leave it blank to show all groups In the Domain field type in the domain Click Finish to begin the search User Group 1 Here you can configure print
16. ing copying limits on per User aGroup basis Currently configured User Group Domain Users C Query by User Query by Group al limit to each user in group For Groups only amp pply individu earch for User or Groupfleave blank to show all Enter your domain ex CompanyName com sarmpledomain net please click Finish ta begin the search zx PREVIOUS Cancel 9 Your search results will display and we can now choose the group we want to configure Select Domain Users and click Finish Reform12 _ Reform Tracker For MOST 13 4 User or Group 1 User Group setup page Please select a user or groun from the query results Domain Users Cancel Previous Bish 10 To continue the Reform Tracker workflow we want to add and configure the MFP Restrictions object We use the same drag and drop procedure as with the User Or Group 1 see step 4 Take your mouse and drag the MOST Restrictions object from under Process onto the workflow somewhere below your Input Once you release your mouse you will be prompted to describe MOST MFP Restrictions Leave the default value in the box and then click Finish 11 Once you click Finish you are taken back to your workflow Your MOST MFP Restrictions 1 will have a Red Caption because it is not yet configured To configure MOST Restrictions 1 you must first conn
17. mplete Please click Finish Cancel lt Previous Reform12 Reform Tracker Reform Tracker For MOST 23 13 All your objects have been configured and their captions should be green x x liser or Group 1 BE q Restrictions 1 1 Weeky Report 1 14 To save the configurations the workflow must be executed Everything configured in the other objects will overwrite any previously executed settings This is done by clicking the Execute button Execute on the menu bar After execution you will be notified about what has taken place Click OK Print Completed configuring the Cost Accouting workflow MOST Restrictions 1 configures restrictions for User or Group 1 Automated Report has been generated for Veeky Report 1 Cancel 15 Your settings have saved and all automated processes will be carried out as scheduled If you want to quickly test the report you created stop and start the RM Tracker Automation service see the appropriate section of this manual for more information Since the date you configured is over a week ago it will email you the report once the service is started Reform12 _ Reform Tracker For MOST 24 Generating Reports Manually The Tracker Reporting tool is used to view detailed information about copies made at a MOST enabled MFP which is running the Reform Tracker plugin T Run Tracker Reporting by g
18. n Allow the installation to complete and then read on to the next section to learn how to set up MOST to use the Reform Tracker plugin The default installation directory for Reform 12 and its plugins is C Program Files Reform If you have changed the path during the Reform installation routine or if you are using a 64 bit operating system please refer to the appropriate path instead of the default one referenced throughout this documentation Importing MOST Screen Please refer to the MOST manual for more information regarding MOST terminology MOST Setup and Connection Test To import MOST screens for Reform Tracker Go to Start gt Programs gt Reform gt Reform_Tracker gt Install MOST Screen fag Reform fad Reform Tracker t BB install most screen Startup Adobe Reader 9 E Internet Explorer T3 OST User Manual d Tracker Reporting T User Manaul If not already open MOST Designer will appear You will be prompted if you want to Import Tracker into MOST Click Yes If asked if you want to overwrite files click Yes import Import Tracker into MOST You can leave MOST Designer open as it will be used in the following section Reform12 _ Reform Tracker For MOST 5 Configuring MFP to use Reform Tracker Before attempting to configure the Reform Tracker MOST should be setup and working It is also highly recommended that LDAP be enabled and working in the MOST Mana
19. oing to Start gt Program gt Reform gt Reform_Tracker gt Tracker Reporting M Reform Tracker Step 1 Define Date Range Manually Select Dates From Tuesday September 01 2009 September 30 2009 Step 2 Filter Data optional Refresh Filter Data User Location Device De gt User s Name Not Selected Step 3 Get Data Retreive Data Step 4 Pick Report Activity Summary Step 5 Retreive Report Generate Report Close Report 2 Step 1 Define Data Range This is the time period for which the report will retrieve data There are two ways to configure the date range i Select Manually Select Dates Selecting of the available predefined date ranges Year to Date Month to Date etc pe Reform Tracker Step 1 Define Date Range Manually Select Dates Manually Select Dates Month to Date First Quarter Second Quarter Third Quarter Reform12 Reform Tracker For MOST 25 3 Step 2 Filter Data Click the Refresh Filter Data This will populate the different users locations devices job types etc Step 2 Filter Data optional User Location Device De gt User s Mame Hot Selected 4 Click the drop down box for User s Name Here you will see all the users that have made copies at a MOST enabled MFP with the Reform Tracker plugin Select a user from the list
20. onstration Check the box at the bottom titled Schedule automated resetting of copy limits Click Next ee Copying Restrictions setup page Click the appropriate boxes to setup copy limits Current initial limits None Color None v Limit Black white number of pages Number of Black White pages Leaving blank will set limit to 1 Unlimited i Limit Color number of pages Number af Color pages Leaving blank will set limit to 13 Unlimited Reform Tracker can automatically reset limits for all configured users groups devices Cancel x Previous net gt gt 16 This is where you choose how often you will be resetting the copying limits The Tracker Automation service must be running see the Services section of this manual It is recommended to select the first day of the current month if using the monthly limits approach This will ensure that when the next month arrives limits will be reset automatically to their original values For example if today was 1 15 2009 you would set the date to 1 1 2009 On 2 1 2009 the limits would be reset to their original values Click Next Reform12 _ Reform Tracker For MOST 16 MOST MFP Restrictions 1 For Copying E 24 Configure schedule for automated limit resetting 25 Please choose a starting date and frequency Limits will be reset monthly quarterly yearly from this chosen date Monthly Ex Start 1
21. or this user click anywhere on the bar graph Detailed usage is only available for the User Summary Report User and Color User Reform User g BAY B Color e n3 10 12 14 Reform12 keform Tracker Reform Tracker For MOST 28 11 In order to view the detailed report click the small button next to the user s name ja 4 1 of 1 n is E Page Width Find Reform User Reform User 12 This will display a detailed report for the user Information such as the time of their copy jobs MFP serial number and the number of black and white color pages NOTE Document Preview View Document Column is not available for copy tracking Only applies to tracking Print jobs ee ee ee 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 13 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 10 2 2009 3 37 19 13665900347 ro ol ro 9 0 00 O m e e oro po rol 91 9 901 9 ol ole 13 You have completed the generating reports tutorial Please feel free to view some other reports from the report list
22. that apply when vou start the service from here Start parameters To change the service log on account go to the Logon tab Here fill out the credentials for an administrative account Click OK when complete Reform Tracker Script Process Properties Local Computer El General Log Recovery Dependencies Log on Local System account Allow service to interact with desktop This account Browse fou can enable or disable this service for the hardware profiles listed below Hardware Profile Profile 1 Enabled Enable Disable You will be asked to restart the service after clicking OK Please do so by right clicking on the service and going to Restart or simply by stopping and starting the service Reform12 E Reform Tracker For MOST 9 Automated Reports and Limits Service The Reform Tracker plugin allows you to configure an automated reporting system The RM_Tracker Automation service is in charge of generating and emailing these reports The service is installed by Reform Tracker and is set to start automatically It runs every 6 hours and checks if there are any reports to be generated and or limits to be reset Using the Workflow Designer you can configure an unlimited number of reports which are then generated and emailed out if configured by the service This service also allows you to automatically reset limits monthly quarterly or yearly d
23. ting component is able to intelligently gather this data about the print jobs and compile it into user friendly reports Also if using MOST enabled MFPs the Reform Tracker is able to configure and lock functions based on devices or LDAP users and groups It can also monitor and limit the number of black and white color copies made System Requirements e Reform 12 Enterprise or Reform 12 PDC e MOST Plugin e Reform Tracker Plugin e For Evaluation and Demonstration Windows XP Windows 2003 Server Windows Vista Windows 7 or Windows 2008 Server 64 Bit Operating Systems are Supported e For Production Systems Windows 2003 Server or Windows 2008 Server 64 Bit Operating Systems are Supported e Microsoft Visual Studio Report Viewer Installed with Reform Tracker installation if not present on the current system e Microsoft SQL Server SQL Server Express will be automatically installed by the MOST installer e Microsoft NET Framework 2 0 installed automatically Microsoft SQL Express 2005 installed automatically All required Reform software downloads can be found at www fabsoft com Downloads section Installation To install the Reform Tracker plugin to your existing Reform 12 installation you will need to download and run the ReformTracker installation executable QEXE Reform12 Reform Tracker For MOST 4 Step through the prompts and accept the User License Agreement The installation will begi
24. ummary rdlc Users Detail hidden rdlc Desktop 5 Documents r3 fr Computer T LT Filename user Summary Places i _ Files af type Cancel gt Reform1 2 Reform Tracker 9 Reform Tracker For MOST 20 6 Use the drop down to select the time period the report should display Select Month to Date Weeky Report 1 Weeky Report 1 _ Report setup page Please select the RDLC report file l CAPragram Files Retorm Plugins Tracker UnformationCenter Reports User Sum Enter the time period the report should display BE _ First Quarter Second Quarter Third Quarter Fourth Quarter Cancel lt lt Previous 7 Leave the output directory blank as it is optional Click Next Weeky Report 1 Report setup page Please select the RDLC report file C Program Files Retorm Plugins Tracker InformationCcenter Reports User Sum Enter the time period the report should display Month to Date Select an Output directory to save the Cancel Previous 8 Atthis point we can select a column to filter the report by For the demonstration we will select the User Login Name column and enter the user s name Click Next Reform12 Reform Tracker For MOST 21 Weeky Report 1 Weeky Report 1 Filters Setup page Select column to filter by Sel
25. vice limits 1 To open it go to Start gt Programs gt Reform gt Workflow Designer 2 Goto File New gt Document Restrictions and click Ok Reform12 Reform Tracker For MOST 10 New Workflow Available Workflows 3 You will now notice that your Inputs Processes and Outputs have been populated DH Ge 24 Ax E 3 Add General wd Comment Input M E eu User or Group Se Process a Printing Restrictions s MOST MFP Restrictions 1 1 Output p Repork 4 We now start adding the necessary components to the workflow First drag and drop a User or Group object onto the workflow by clicking and holding your mouse on User or Group and then moving your mouse over to the workflow and releasing the mouse button Reform12 i Reform Tracker For MOST 11 ve Reform Workflow Designer File Action Be kal A Xx Ak Add Side Connector 2 Add Connector Execute General wd Comment 08 User nr Group 1 Process Printing Restrictions iw MOST MFP Restrictions gt Output p Report You will be prompted with the following dialog Please enter a description for User or Group 1 Description Wiser or Group 1 Cancel Previous 5 Enter a description for the object you just added This is done by typing in the provided box You can leave the default value and cl
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