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PrintFleet Enterprise - Northeast Print Supplies

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1. lt script type text javascript gt errorMessage lt script gt It is also possible to specify a custom URL for the login page if you always want to return to a specific URL To do this add a hidden element called referrer with the URL of the login page as the value If this parameter is specified the actual HTTP referrer will be ignored and this will be used instead Normally you would not use this parameter 109 PrintFleet Enterprise Administering PrintFleet Enterprise Chapter 4 Administering PrintFleet Enterprise As an administrator it is your job to setup maintain and troubleshoot the various components of the PrintFleet system You will receive technical training prior to your launch of the system Technical support is also available from PrintFleet if you run into problems that are not covered in this guide This chapter discusses Understanding the system architecture Troubleshooting stale data issues Troubleshooting database errors Compressing backing up and restoring the database Maintaining the server Providing technical support Distributing software updates 4 1 Understanding the system architecture To administrate and fully take advantage of all that the PrintFleet Enterprise system has to offer you need to understand the underlying architecture 110 Viewing the database tables PrintFleet Enterprise Administering PrintFleet Enterprise The PrintFleet server is the engine of the
2. aa cee ee 29 2 10 Understanding the network load associated with the DCA 30 Using PrintFleet Optimizer 2 0 00 c eee ee 31 3 1 Working with the interface 2 0 0 ce ee 31 Logging in to the system 2 aa 32 Using the search function aa es 33 Changing your preferenceS cee ee es 33 3 2 Working with device viewS 0 002 ee ee 34 Filtering and sorting data aasa aaa aa a ees 35 Viewing new deviceS sasaaa aaa a a ee 36 Working with the traffic light system asau aaa 36 Working with the default views 0 00 a 37 Using the Technical View 2 2 002 ee ee 38 Using the Supplies Order View 1 es 38 Using the Maps View saunaa aaa a 40 Using theAlerts View lt 6 ave dna RANA He ae wa ew a a 43 Creating custom device VIEWS sassa saaa aaa es 44 3 3 Working with the Device Detail view s s sa saaa a 45 Viewing embedded web pageS snasao aaa 48 Viewing historical LCD and error information 48 Working with the Supplies tab asasan aaa aa es 48 Working with the Meters tab 2 00002 eee eee 48 Working with the Service tab 0 0000 eee eee 49 Working with the Miscellaneous tab 000000 0s 50 Working with the Model tab 0 0000 eee eee 50 3 4 USING FEPOMS 2 6 ated het ab eg eRe a eae en Fee hw eR aa eR 51 PrintFleet Enterprise Table of Contents Generating reports C cei eani iin ei Sole ok RAE Sin te Gao 51
3. al Widgets a a e a Header background color Header text color Page background color Font Text color Link color Menu background color Menu text color Breadcrumb background color Breadcrumb text color Header Menu Breadcrumb PRINTFLEET 00000000000086 000000000000099 2 customize interface component styles On the Administration menu click Custom Branding Select the group that the branding applies to Click the Styles tab Do one or more of the following e In any of the boxes to customize a color click in the corresponding text box and select a color from the color selection panel or type the hexidecimal code for the color you want e Choose a different font style from the Font list Click Test to preview the changes Click Save 106 Customizing the product name Customizing the login screen PrintFleet Enterprise Using PrintFleet Optimizer The name of the product software that appears in the title bar of the web browser and also some reports can be customized By default the product name is PrintFleet Optimizer To customize the product name 1 On the Administration menu click Custom Branding 2 Select the group that the branding applies to 3 Click the Miscellaneous tab 4 In the Product Name box type your customized product name 5 Click Test to view the new product name in the title bar of the web browser 6 Click Save The login screen f
4. 3 Double click DailyMaint_PFO pfo QE Database Diagrams Tables LI Views Lj Synonyms C Programmability Q Stored Procedures H Q System Stored Procedures E dbo BugFix_RemoveDuplicatesFrom_metrics_pagecount_4ll a 4 SI THA E dbo BugFix_RemoveDuplicatesFrom_metrics_pagecount_ByDeviceID E dbo BugFix_RemoveDuplicatesFrom_metrics_tonerlevel_All E dbo PF_Reporting_AdvancedVolumeReport E dbo PF_Reporting_IndividualPagecountReport E dbo PF_Reporting_IndividualTonerLevelReport_Black E dbo PF_Reporting_IndividualTonerLevelReport_Colors a E dbo s_CanonUpdate_Assetnumber amp E Sesser Se Stored PFE maintenance E E dbo s_PFGetVolume procedure E 49 Functions O Database Triggers O Assemblies LD Types E Rules 0 Defaults Q Service Broker CD Storage LD Security O Security CE Server Objects CE Replication L Management OE Notification Services eS saver Aon SQL job to run stored Q Jobs R eg DailyMaint_PFO Maintenance procedure THER 116 PrintFleet Enterprise Administering PrintFleet Enterprise ES Job Properties DailyMaint_PFO Scrip Server phemultichOl PFOSQL2005 Connection PFEMULTICHO1 swison SQL Job Properties E Job Properties DailyMaint_PFO 3 Scrip
5. Default vi Oindividual Devices Alert Conditions Alert Codes 1 0 01 Critical Warning Toner Critical O warin g Low Toner O Door Open O Low Paper MNo Toner Opaper Jam Ostale MBlack Threshold 20 O offline O Service Requested Cyan Threshold 20 Ono Paper E Magenta Threshold 20 Mellow Threshold 20 61 Editing alerts Deleting alerts PrintFleet Enterprise Using PrintFleet Optimizer 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 input a Toner custom percentage Cyan threshold input a Toner custom percentage Magenta threshold input a Toner custom percentage 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
6. 1 On the Notifications menu point to Alert Settings and then click Alert Manager 62 Managing alert layouts PrintFleet Enterprise Using PrintFleet Optimizer 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 Number 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 3 Type a name for the layout in the Layout Name box 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 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 Notific
7. An update is available for this report e New A new status is available for this report e Locally Modified This report has been edited locally and updates obtained will override any customization that has been done to the report Reports with a status of No Changes have no current updates available The CPI Calculator is designed to help you calculate what you should be charging your clients on a per page basis Using the page counts collected and stored in the PrintFleet database you can combine every component in the cost of printing into a per page charge including toner parts labor and margin If one or more components are not applicable to your program you simply leave them out of the calculation Note The CPI calculator uses the page counts from the previous month to calculate suggested charges To calculate per page charges using the CPI Calculator 1 On the Reporting menu click CPI Calculator 2 Select a company from the Customer list 58 PrintFleet Enterprise Using PrintFleet Optimizer 3 Click to select the check box for each component you want included in your CPI calculation and configure default settings for the components as necessary e Supplies Costs for this component are drawn from the default model records for each device and can be adjusted after cost components are selected or can be uploaded into the system using the import export function See Exporting and importing device in
8. 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 8 will appear beside the serial number of the device on the Device Detail view if the device is currently configured for meter exports See Configuring meter exports on page 85 Note You can find additional information including the version of the DCA being used by hovering your mouse over the device image 47 Viewing embedded web pages Viewing historical LCD and error information Working with the Supplies tab Working with the Meters tab PrintFleet Enterprise Using PrintFleet Optimizer Clicking on the edit icon f that appears beside the device name will take you to the Device Information screen which allows you to add and edit information to the device record For more information see Editing device information on page 76 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 app
9. Manufacturer Model Serial Number Description Location Total Pages Mono Pages and Color Pages DocuAudit File format ready to import into DocuAudit s Proposal Wizard software Fields include Date IP Address Manufacturer Model Serial Number Description Location Total Pages Mono Pages and Color Pages TCO Optimizer File format ready to import into Kyocera s TCO Optimizer Fields include Source Date IP Address Manufacturer Model Serial Number MAC Address Total Pages Mono Page and Color Page 83 Assigning CPC charges PrintFleet Enterprise Using PrintFleet Optimizer Table 14 Export formats for PrintFleet Optimizer Export Format Description PF CSV Fields include Device ID Device Name Serial Number asset number Location Printer model ID and custom device fields XOPA File format ready to import into Xerox s XOPA Fields include IP Address Manufacturer Name Life Count 1 Color Count 1 Life Count 2 Color Count 2 Is Color Serial status_condition Location Print Mono 1 Print Color 1 Copier Mono 1 Copier Color 1 Fax 1 Print Mono 2 Print Color 2 Copier Mono 2 Copier Color 2 Fax 2 Date Scanned 1 Date Scanned 2 and MAC Address Digital Gateway File format ready to import into Digital Gateway s e automate Fields are specific for digital quote manager If you want to import updated information for devices first you nee
10. OMD OMD Vision NetVision and OMD iManager are registered trademarks of OMD Corporation Evatic is a trademark or registered trademark of 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 Enterprise Table of Contents Table of Contents Chapter 1 Chapter 2 TEC GU ONY s i saae ease sare eee ean Bee ea ar eee ecw ae eae ew i 1 l t DEVICE s pport earn Ba ei ate Ee a Ba eee aan ee Beak Ge OS ea tiene 1 1 2 Installation requirements 0 ce aa 3 1 3 Installing PrintFleet Enterprise 1 0 ce es 3 Creating a DNS A address record cee es 3 Requesting and installing an SSL 128 bit certificate 4 Arranging your PrintFleet software installation 6 1 4 Obtaining software updates sasa saaa a a a 7 1 5 Contacting Technical Support sasssa aa a a 7 Using the Printer Data Collector Agent sssssansnnenssnsnnnn 8 2 1 Distributing the DCA software 00000 es 9 2 2 Installing and activating the DCA 0 000002 9 2 3 Managing the DCA service aaau aaa ee 12 Installing and starting the DCA service 4 12 Setting up the DCA as a scheduled task 1 0 eee ees 12 2 4 Configuring communication settings 000 eee 13 Changing and testing the communication
11. PrintFleet Enterprise Using PrintFleet Optimizer 6 In the dialog box that appears click OK Note Users cannot delete groups they have been given specific access to For example if a user is given access to the Widgets group they cannot delete the Widgets group but they can delete any child group of Widgets provided they have full access to the Manage Groups screen Each device must be assigned to a group By default devices will be placed into the group that the DCA is targeted to Devices can be moved to any existing group after they are first discovered To assign devices to groups 1 On the Settings menu point to Group Management and then click Organize Devices 2 Select the group that contains the devices you want to move to a different group 3 Click to select the check box beside each device you want to move to another group CI Lexmark T634 4130420 551 019 Lexmark T634 Lexmark X500 Series 0073 Lexmark X502n IV HP LaserJet 9000 MFP 008C C HP Color LaserJet 5500 4 Click and drag one of the selected devices it will automatically drag all selected devices to the group you want them moved to amp New Customer 4 deycose New Customer New Customer 5 Click Save You can create custom group types to assign to the groups that you create By default there are three group types Dealer Customer and Group You may want to create additional group types that define additional proper
12. 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 If the 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 XXXXxX zip Extract the zip and run the application For browsers that do support the Click 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 th
13. access the view and columns data items 4 Click Save To delete a custom device view 1 On the Settings menu click Device View Manager 2 In the row of the device view you want to remove click Delete 3 When prompted click Confirm You can use the override function to allow yourself or specified groups to see one view instead of another This view could be a slight variation of the original view or it could be something entirely different When you delete an override the properties of the original device view will be reinstated To create a device view override 1 On the Settings menu click Device View Manager 2 In the row of the device view you want to create an override for click Override 3 Create your override view by entering a Name choosing Default Sorting and Apply To properties and selecting data items in the Columns area 4 Click Save 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 Work
14. assau es 103 Configuring database settingS cee ee es 104 3 16 Branding the user interface 1 es 105 Customizing the product logo 2 0 002 eee eee 105 Customizing the Executive Report cover 00 eee eee 105 Customizing interface colors and fonts 00 eee 106 Customizing the product name 0 002 ee eee eee 107 Customizing the login screen sasaaa aa eee ee ee 107 Administering PrintFleet Enterprise 00000 eee e eee 110 4 1 Understanding the system architecture s a asana a a 110 Viewing the database tables nuana aaa aa 111 Viewing the scheduled tasks 0000 eee eee 112 4 2 Updating your PrintFleet license es 112 4 3 Troubleshooting stale data issues ssaa saaa aaa 113 4 4 Troubleshooting database errors 1 aaa a a 113 4 5 Compressing backing up and restoring the database 114 4 6 Maintaining the server sa ess sererai sos idre ru dewata 115 4 7 Providing technical support saasaa aaa a a 118 4 8 Distributing software updates asasan 118 4 9 Integrating PrintFleet Optimizer logins with an existing system using one time PassWord S a Naci an Yack Baia ee es a a Da ee 118 Requesting a one time password 1 cee eee es 119 Using a one time password ce es 122 vi PrintFleet Enterprise Introduction Chapter 1 Introduction Welcome to PrintFleet Enterprise a complete remote print management system designed to help
15. 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 139 PrintFleet Enterprise Appendix F 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 TCP IP configured Requirements for DCA 3 x e Network Port 443 tcp HTTPS Port 80 tcp HTTP or Port 21 tcp FTP must be open for outbound communication e Support for FTP is deprecated it is recommended to use HTTP HTTPS Requirements for DCA 4 0 e Network Port 443 tcp HTTPS Port 80 tcp HTTP or an alternate port as an option can use HTTP or HTTPS and is dependent on the PFE Server configuration For both DCA 3 x and DCA 4 0 Port 161 udp should be opened on the machine hosting the DCA TCP Port 35 should be opened on computers where DCA 4 0 and Local Print Agent are installed System requirements 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 140 PrintFleet Enterprise powered on 24 hours a day 7 days a week but this method carries a r
16. the email subject the transmission or attempted transmission time and the status of the transmission You can also view the entire contents of the email To view the email log 1 On the Administration menu point to License Information and then click E mail Log 2 To view the contents of a specific e mail click the name of the e mail you want to view To search the e mail log 1 On the E mail Log screen do one or more of the following e Type in a search string in the Filter box e In the box with a default value of All select either Success or Failures to show only successfully transmitted e mails or only e mails that failed to transmit respectively e Click to select the Search message body check box to include the e mail message body in the search 2 Click Filter You can directly query the database using SQL statements from the Optimizer interface This is useful in troubleshooting situations where the information you need is not provided elsewhere To query the database 1 On the Administration menu point to License Information and then click Raw Query 2 In the SQL box type your SQL query statement 3 Click Run The output will be displayed below 3 15 Configuring system wide settings Configuring general settings There are a variety of system wide settings that can be configured by an administrator from the Configuration screen They are broken down into the following categories e General s
17. under the Multiplier column enter a multiplier for one or more meter types that will be used to calculate the meter value during export By default the value is 1 which will not change the collected value during export The following are some examples of how you could use a multiplier export a duplex meter as two pages multiplier 2 export a legal page as 1 3 letter pages multiplier 1 3 or convert square feet to square inches multiplier 144 8 Click Save Meter export schedules determine what specific meters are exported and how often they are exported Multiple schedules can be configured for a single external ERP system for example if you have one client that is billed on the 15th of each month and one client that is billed at the end of each month these can be configured as two separate export schedules To create a new meter export schedule 1 On the Settings menu click Meter Export 2 Click Schedules in the row of the external ERP system you want to create a new schedule for 3 Click New Schedule 4 Enter a name or description for the schedule in the Description box 5 Choose one of the following time intervals for the schedule from the Cycle Pattern list Time intervals are based on the iCalendar standard e Never Schedule will not run This allows you to set up a schedule before you begin to export or to cancel an export without deleting the schedule setup e Daily Requires you to enter how often
18. 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 17 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 respond 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 Ag
19. 0665 Widgets gt o o C6100 0E56 Widgets gt Widgets Inc gt Kin 0 m 200 M i4 4 Page 1 ot2 p bi Displaying 1 to 200 of 204 tems Save Management status for individual devices can also be changed from the Device Information screen See Editing device information on page 76 Device information can be exported and imported into the PrintFleet Optimizer system Exports can be formatted for import into one of several proposal software packages Imports are useful for adding information such as serial numbers locations and custom tags to devices by editing them in a single file You can also edit device information directly in the Optimizer interface See Editing device information on page 76 For information on exporting device service history information see Viewing editing and exporting service history on page 80 To export device information for proposals or editing 1 w On the Settings menu point to Device Management and then click Import Export Select a group from the Group list Select Export from the Method list In the Devices area choose which devices you want included in the export by doing one or more of the following e Click to select the Check All check box to select all devices This can be reversed by selecting the Uncheck All check box e Click to select the check box beside individual devices e Click Change Filters and select appropriate se
20. 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 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 17 PrintFleet Enterprise Using the Printer Data Collector Agent that is not available the primary network card on the system installed with the DCA These IP addresses are automatically added to 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 addr
21. 81 Digital Gateway data export 84 meter export 87 DNS A address records creating 3 DocuAudit export 83 downloading reports 52 E e automate data export 84 meter export 87 email from address setting 101 email from name setting 101 e mailing reports 52 e mails alert 64 end user license agreement 138 Enterprise See PrintFleet Enterprise equipment cost 59 PrintFleet Enterprise Index ERP icon 47 error page footer customizing 101 errors database troubleshooting 113 EULA 138 Evatic meter export 88 Event Viewer 113 executive reports building 57 generating 51 See also reports export formats 83 exporting data 82 F fax machines See devices fields custom 77 firewalls 16 flags closing 67 creating 66 editing 67 overview 66 triggers 66 flip map image 43 G groups assigning devices to 70 creating 68 custom types of 70 deleting 68 editing 68 managing 67 70 prior to Optimizer 2 1 68 H hidden devices 81 hostname relation to A record 3 using a subdomain 3 I IIS Manager 4 import data 82 include DLL export type setting 101 installation Data Collector Agent 9 of PrintFleet software arranging for 6 PrintFleet Enterprise 3 requirements 3 IP address 144 of server public 3 relation to A record 3 Technical View 38 L La Crosse meter export 88 labor cost 59 last active date 38 layouts alerts assigning 61 managing 63 license keys DCA fingerprint code 96 generating 95 96
22. Code remains visible in the General Information tab while the DCA is in a Pending Activation status Once this PIN Code is used to activate a DCA client the DCA has an active status and the PIN Code will no longer be visible Generating Generating a manual key for DCA can only be done for DCA 3 x Manual Keys for versions Generating a manual DCA key requires the DCA to already DCA version 3 x be installed but not yet activated at the location The person who 95 PrintFleet Enterprise Using PrintFleet Optimizer installed the DCA needs to provide you with either the fingerprint code from the DCA activation screen or the hardDisk serial number of Volume Drive C To generate a manual Key for DCA version 3 x Le On the Administration menu select DCA Administration and then click New DCA Select Version 3 0 Select the appropriate group from the dropdown list or click Create New Group button Select Manual for the DCA 3 0 Key Generation Method Do one of the following e Enter the fingerprint code as displayed on the DCA activation screen in the Fingerprint Code box e Enter the hardDisk serial number of Volume Drive C of the computer installed with the DCA in the HardDisk Serial box Define the DCA information enter the DCA Name Optionally enter a custom message in the Custom Message field or set an Expiry date by selecting the calendar button and selecting a date Click Create DCA The Pending PIN Code is gen
23. Editing and deleting reports a ee 54 Scheduling reportS a ean sie OE ERE es 55 Building Executive ReportS assau saaa 57 Building Custom ReportS 00 es 57 Obtaining report updates 1 a a 58 Using the Cost per Image CPI Calculator 0000 58 3 5 USING AlE se teens eA a a AE by baie ir anid gaya eine A 60 Creating new alertS 1 es 61 Editing alerts ie weed a eee ek ee eee ee ek PE Se ete ee he 62 Deleting alerts v oerein a n i aa a a aA a a danti aE c 62 Managing alert layouts sssaaa aa aa 63 Working with alert emails 0 0000 a 64 3 62 USING TAGS ic eed a a a ee a De ao Aaa aha ei 66 Creating lags secs tna dead a aE hued ae eases aa eee A 66 Closing Tags eaa a a ee a es Ga en wa ere an Sd Ween woe eet 67 Editing Flags karen aa ni ae ee aT ea T eh Be i een ee a 67 3 7 Managing groupS 1 ce a E a EA E a aa 67 Creating editing and deleting groups 0 0 68 Assigning devices to groupS 1 ce es 70 Managing group typeS 2 ce a 70 3 8 MAMAGINGIUSERS fered ie elie annie kg ade ldo sie ge deed sal Wade eee ser dome a 73 3 90 Managing roleSix 2 taarat aeea RAE wae Ce ee ee ee ee 75 3 10 Managing devices 20 a ae a E aa Ti ee 76 Editing device information saasaa aaa es 76 Creating custom device fieldS aana aaa a 77 Viewing editing and exporting service history sasssa sasaaa 80 Marking devices as managed unmanaged or hidden 81 Exportin
24. 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 17 2 Under the Advanced tab in the Focus Scan Options area click to select the 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
25. IP must be entered into the IP Address input box 3 14 Managing licenses system information and troubleshooting Viewing license usage group and orphan statistics Viewing product server and path information Viewing email transmission logs The License Information area contains four subsections used for managing your licenses viewing system information and troubleshooting potential problems e Statistics e Troubleshooting e E mail Log e Raw query In the Statistics area you can view your software license information usage information group counts and orphan count statistics Check the Statistics area to know when you need to purchase additional device licenses To view your license usage and orphan statistics e On the Administration menu point to License Information and then click Statistics The Troubleshooting area includes product server and path information for your PrintFleet system To view product server and path information e On the Administration menu point to License Information and then click Troubleshooting The email log is a list of emails alerts and scheduled reports that have been sent or have attempted to been sent by PrintFleet Optimizer Transmission problems can be detected by viewing the email log 99 Querying the database PrintFleet Enterprise Using PrintFleet Optimizer Information includes sender email address recipient email address
26. LICENSEE for PRINTFLEET SOFTWARE Immediately after the THIRD PARTY WARRANTIES have been transferred to the LICENSEE the THIRD PARTY WARRANTIES AND THIRD PARTY SOFTWARE and hardware become the sole responsibility of the LICENSEE Maintenance a b c PRINTLEET provides LICENSEE with MAINTENANCE and SUPPORT for one year after the COMMENCMENT DATE LICENSEE may purchase MAINTENANCE and SUPPORT after the initial one year period commenicng on the anniversary date of the COMMENCMENT DATE The annual charge for MAINTENANCE and SUPPORT will be a per device fee The total charge for any year will be calculated using the total number of devices purchased from PrintFleet on the then current anniversary of the COMMNENCMENT DATE LICENSEE agrees that PRINTFLEET may use any or all of the following methods to provide MAINTENANCE and SUPPORT i Remotely accessing the SERVER via Remote Desktop or Virtual Network Computing VNC ii Email UPDATE packages to the LICENSEE iii Make UPDATE packages available for the LICENSEE to download 129 10 PrintFleet Enterprise Indemnification PRINTFLEET will defend and indemnify LICENSEE against a claim that the SOFTWARE used within the scope of this AGREEMENT infringes upon any intellectual property right of a third party provided that a LICENSEE notifies PRINTFLEET in writing within thirty 30 days of the claim b PRINTFLEET has sole control of the defense and all related s
27. Month End a Ep Days Save Schedule To view existing scheduled reports On the Reporting menu point to Report Console and then click Scheduled Reports The email address title last sent 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 addition 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 56 Building Executive Reports Building Custom Reports PrintFleet Enterprise Using PrintFleet Optimizer Executive Reports contain multiple individual reports in a single document An unlimited amount of custom Executive Reports can be created To create a new Executive Report 1 On the Administration menu point to Reports and then click Report Manager 2 Click the New Executive Report button 3 In the Executive Report box t
28. On the Settings menu point to Device Management and then click Service History 2 Select a group from the Group Selection list 3 Select a device from the Device Selection list 4 Click X under the Delete column in the row of the service item you want to delete 5 Click Confirm to verify deletion By default all devices that are captured with the DCA are marked as managed This status can be changed to mark devices as either unmanaged or hidden In additional you can specify if you are managing specifically supplies and or service for a device You can filter devices by any management status with the exception of hidden when you are looking at any device view See Filtering and sorting data on page 35 Marking devices as unmanaged allows sales representatives to separate devices under their control from devices managed by the competition This is useful in planning strategies for moving more of the page volume to internally managed devices Marking devices as hidden will remove them from all PrintFleet Optimizer screens other than screens that are a component of Device Management which allows you to change the device back to managed at any time To edit the management status for one or more devices 1 On the Settings menu point to Device Management and then click Management Status 2 Select a group from the Group Selection list 3 Optionally click Filters and make selections or enter a search string to nar
29. Tomar ieie cee Lexmark X642e 7911CGH LC2 MB P 79 o oo1D Margin Margin ike crc o 0 005 paas o 0 0257 0 0 0643 oo 0 0000 JBNBBBB 9 0000 0 0000 9 0000 0 0000 0 00 other MEC 9420CN 0046 0 005 0 005 o 0 02 0 084 0 05 0 3 4R3025 10 04 010C o 0 005 Geos 0 0 0167 o 0 005 Mos 0 0 0374 o 0 005 Mamaos 0 0 0292 0 005 0 005 0 0199 0 0555 0 0498 0 0t oo 6 0000 MBNBBB 0 0000 0 0000 0 0000 0 0000 0 0 Weighted Moi 0 Weighted Color CPC 0 089 Send VIA Email demo printieet com csv Poma To email a CPI report 1 Generate a CPI report as described in To calculate per page charges using the CPI Calculator on page 58 2 On the report screen in the Send Via E mail box type in the email address you want the report to be sent to 3 Click Send To download a CPI report 1 Generate a CPI report as described in To calculate per page charges using the CPI Calculator on page 58 2 On the report screen click Download and save the report to the desired location 3 5 Using 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 60 Creating new alerts PrintFleet Enterprise Using PrintFleet Optimizer notified of This gives you the ability to respond to service issues quickly Recently sent alerts are also summarized on the Alerts view for more information see Using
30. UAC is turned off you do not need to use these special instructions After downloading the DCA installation file DCA_Install msi Right click on the DCA_Install msi file and select Properties Under the Compatibility tab click to enable the Run as Administrator check box 3 Proceed to installing the DCA 1 Require special instructions for installation with UAC See Instructions for installing a DCA 3 x on Windows Vista Windows 7 or Windows Server 2008 on page 141 141 PrintFleet Enterprise 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 142 Index PrintFleet Enterprise Index A A address records creating 3 activating the DCA 9 active date last 38 administrating PrintFleet Enterprise 110 118 alerts create 61 deleting 62 editing 62 e mail 64 individual devices 61 layouts assigning 61 managing 63 overview 60 status items 62 architecture system 110 archive files deleting 28 B backing up the database 114 bit length for requesting a security certificate 5 branding the interface 105 C caution status 37 certificate request file CSR 5 certificate security 4 charts 52 command timeout setting 104 Compass Sales Solutions export 83 compressing the database 114 copiers See devices Cost per Image calculator See CPI calcula
31. Yelow 8 a Canon iR C4080 62 03 2069 31628 Black e a g Cyan af le Magenta sl le Yeow s le KONICA MINOLTA bizhub C353 C703 30901 Black Em c cyan e e Magenta FEE a Yelow BS e c 15 m IM 4 Pagji jotta gt gt i Displaying 1 to 15 of 208 tems 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 37 Supplies can also be ordered via the Supplies Order View Later you can view previous supply orders To order supplies 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 in a 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 38 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 39 Using the M
32. 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 17 2 Doone or more of the following under the Advanced tab in the SNMP Community Strings area 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 community 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 23 Masking private data Enabling SNMP traps PrintFleet Enterprise Using the Printer Data Collector Agent 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 a
33. and selecting a date Click Create DCA The Pending PIN Code is generated and displayed in the DCA Information page s General Information tab The PIN Code can be emailed to an appropriate person via Send this PIN via email Alternately the PIN Code can be copied and pasted into the DCA Activation screen This PIN Code remains visible in the General Information tab while the DCA is in a Pending Activation status Once this PIN Code is used to activate a DCA client the DCA has an active status and the PIN Code will no longer be visible You can check the status of a DCA installation via DCA Listing page DCA information can be viewed or edited at any time A DCA can also be deleted or set to inactive or active A new PIN Code can also be created for a DCA version 4 0 or greater To check the status of a DCA 1 2 On the Administration menu select DCA Administration In the DCA Listing page the status of the DCA will be visible in the Status column e Pending Activation PIN Code has not been used to activate DCA client e Active DCA has been activated using PIN Code e Inactive the DCA has been set to Inactive or has expired To view DCA information 1 2 On the Administration menu select DCA Administration Click on the DCA name link for the DCA you want to view from the Data Collection Agent DCA Listing The DCA Information page s General Information tab is displayed for the selected DCA To edit a
34. 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 Duration 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 4 Click H to save the service item Group Selection Widgets Inc x Device Selection LANIER LW326 00A2 x Date Time Severity Updated By DurationMaintenance Notes Edit Delete CEOE 7 gt Euser change 3 6 2009 E MODERATE E Demo Account 30 minutes a 12 30 80 Marking devices as managed unmanaged or hidden PrintFleet Enterprise Using PrintFleet Optimizer To edit a service history item 1 On the Settings menu point to Device Management and then click Service History 2 Select a group from the Group Selection list Select a device from the Device Selection list 4 Click E under the Edit column in the row of the service item you want to edit 5 Change information for the service entry as desired and then click H to save the entry To delete a service history item 1
35. displays complete meters information including standard virtual and device specific meters for several different 48 Working with the Service tab PrintFleet Enterprise Using PrintFleet Optimizer 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 CopierColor PrintMono PrintColor FIRMWARE Today Yesterday Past 7 Days Past31Days Current Month Year Life 8 o 21 o 1338 1833 878 1306 Si 788488 1117 34226 820 45 97 oO 788104 92 69399 o e000000000 e00000000 e000000000 o ooooooooo 526 20060517 To access a meter trend report e On the the Meters tab click one of the following column titles for time period you want to run the report for Today Displays a report showing pages printed since 12 00am on the current day Yesterday Displays a report showing pages printed on the previous day Past 7 Days Displays a report showing pages printed during the previous seven days Past 31 Days Displays a report showing pages printed during the previous 31 days Current Month Displays a report showing pages printed from the start of the current month until the current day Year Displays a report showing pages printed from the start of the current year until the current day Life Disp
36. e Biometric access control systems and video camera surveillance with 24 7 on site security personnel AVAILABILITY GUARANTEES PrintFleet Enterprise Server Collocation and Hosting Services provide you with a 99 9 availability guarantee over a 3 month service period Availability is calculated as follows with Service Period equal to 3 months AVAILABILITY Service Period Down Hours Service Period x 100 If your service sustains a percentage uptime for any 3 month period that is lower than the percent noted above PrintFleet will credit your account in an amount equal to 30 of the monthly PrintFleet Hosting Services fee All requests for credit must be submitted to PrintFleet by email and must be sent to support printfleet com within 15 days of the end of the 3 month period in which the downtime occurred REPORTING MEASUREMENT AND DEFINITION OF DOWNTIMES All downtime incidents must be reported to PrintFleet technical support at 613 549 3221 within 24 hours of the incident occurring A ticket must be opened at PrintFleet for an outage to be considered for credits A service is considered to be down if you are not able to access your PrintFleet remote monitoring system from the Internet due to problems with your PrintFleet Enterprise Collocated Server or the PrintFleet Enterprise Hosting Networks at the class A data center It is not considered to be down if the service is simply degraded or slow The start time for the outa
37. from the Customer list Select a device from the Device list Click 2 under the Edit column in the row of the flag you want to edit Make changes to the flag settings as desired Click H to save your changes groups Groups are used to segment devices into useful divisions such as by dealer customer location account rep or any other grouping you see fit Each group can have as many subgroups as you need 67 Creating editing and deleting groups PrintFleet Enterprise Using PrintFleet Optimizer and all groups belong to the Root Group Each device can be assigned to one group Note For PrintFleet Optimizer systems that have been transitioned to PrintFleet Optimizer 2 1 from a previous version the following will be automatically done with regards to groups e Dealers will be transitioned to groups of type Dealer e Customers will be transitioned to groups of type Customer and will retain their hierarchy under parent Dealer groups As of PrintFleet Optimizer 2 1 there is no longer a restriction that all top level groups be dealers that customers must have a dealer parent or that other group types must reside under a customer You can create unlimited groups to properly segment devices Each group can have an unlimited number of subgroups To create a new group 1 8 On the Settings menu point to Group Management and then click Manage Groups Select the group that will be the pare
38. iManager with H2O component e La Crosse NextGen or La Crosse NextGen Web e Evatic e PFI Export There is an additional export type PFI Export that sends a standard XML file with meter information to a designated URL Each instance of an external ERP system only has to be set up once For example if you are using a single Digital Gateway e automate 86 PrintFleet Enterprise Using PrintFleet Optimizer system exclusively your system only needs to be configured once However you have the option of creating multiple instances of an ERP system if there is a need for example if you have multiple locations that use a single ERP system and each location should only be given access to the meter export configurations for their applicable groups devices If you are using more than one ERP system each system must be configured separately To configure a new external ERP system 1 On the Settings menu click Meter Export 2 Click New System 3 Enter a name for the export system in the Name box 4 Select the group that the export system applies to from the Group list all other configuration items and permissions for the export will be based on the group selected here if it applies to your entire system select Root 5 Select the type of export system you are using from the Export Type list 6 If you have chosen Digital Gateway e automate do the following e Enter the URL of the e automate system in the Destination
39. in days you want the meters to export For example if you enter 1 meters will export everyday if you enter 2 meters will export every other day etc e Weekly Requires you to enter how often in weeks you want the meters to export You are also required to select which day of the week you want the meter exported For 89 PrintFleet Enterprise Using PrintFleet Optimizer Configuring device maps exceptions only example if you enter 2 and select Monday meters will be exported every other Monday e Monthly Requires you to enter the day of the month you want meters exported and how often in months you want the meters to export For example if you enter 15 and 3 meters will be exported on the fifteenth day of every third month e Advanced Requires you to select the day of the week which occurrence of that day during the month and how often in months you want the meter export to occur For example if you select 2nd Mon and enter 2 the meter export will occur on the second Monday of every other month 6 Enter a start date and time for the export in the starting box 7 Assign whole groups and or individual devices to the schedule by doing one or both of the following e Click to select the check boxes beside groups to include all devices associated with those groups in the schedule e Click on the name of a group to view individual devices associated with the group Click to select the check boxes b
40. in the view In general you will want to include at least one data item that identifies a device for example device name or serial number Custom Device Fields are denoted by yellow fill Enter a title for the custom device view in the Name box From the Default Sorting lists choose a default column you want the data to be sorted by initially and whether you want the sorting to be ascending or descending From the Apply To list select whether you want the device view to be available to only yourself Me or to specific Groups If you select Groups you must select one or more groups that the view will be available to Selecting Root will make the view available to everyone Click and drag the selected data items into the order you want them to appear on the view The item at the top of the list will be displayed as the first item on the left side of the view Click Save 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 38 44 PrintFleet Enterprise Using PrintFleet Optimizer To edit a custom device view 1 On the Settings menu click Device View Manager 2 In the row of the device view you want to change click Edit 3 Change any properties of the view including name default sorting apply to properties including which specific groups can
41. instance xmins xsd http www w3 org 2001 XMLSchema xmins soap http schemas xmlsoap org soap envelope gt lt soap Body gt lt GetOneTimePasswordByLoginResponse xmIns http tempuri org gt lt GetOneTimePasswordByLoginResult gt string lt GetOneTimePasswordByLoginResult gt lt GetOneTimePasswordByLoginResponse gt lt soap Body gt lt soap Envelope gt SOAP 1 1 Example Request GetOneTimePasswordByUserlId POST pfservices Users asmx HTTP 1 1 Host localhost Content Type text xml charset utf 8 Content Length length SOAPAction http tempuri org GetOneTimePasswordByUserlId 121 Using a one time password PrintFleet Enterprise Administering PrintFleet Enterprise lt xml version 1 0 encoding utf 8 gt lt soap Envelope xmins xsi http www w3 org 2001 XMLSchema instance xmins xsd http www w3 org 2001 XMLSchema xmins soap http schemas xmlsoap org soap envelope gt lt soap Body gt lt GetOneTimePasswordByUserld xmIns http tempuri org gt lt authinfo gt lt UserlId gt string lt UserId gt lt Password gt string lt Password gt lt authinfo gt lt userld gt string lt userld gt lt GetOneTimePasswordByUserlId gt lt soap Body gt lt soap Envelope gt SOAP 1 1 Example Response GetOneTimePasswordByUserlId HTTP 1 1 200 OK Content Type text xml charset utf 8 Content Length length lt xml version 1 0 encoding utf 8 gt lt soap Envelope xmlins
42. is enabled See Enabling Intelligent Update on page 14 and Remotely managing DCA installations using Semaphore on page 98 Updated DCA software is distributed by PrintFleet when relevant releases are available 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 29 PrintFleet Enterprise 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 Loading a single standard web 60 KB page DCA scan blank IP 5 2 KB DCA scan 1 printer 7 2 KB DCA scan 1 printer 1 254 local 96 KB IP addresses DCA scan network of 15 125 KB printers and 254 local IP addresses 30 PrintFleet Enterprise Using PrintFleet Optimizer Chapter 3 Using PrintFleet Optimizer PrintFleet Optimizer is the web console for your PrintFleet Enterprise system It is the primary means by which users view collected imaging device data configure reports and manage the system This chapter discusses all aspects of using the PrintFleet Optimizer web console 3 1 Workin
43. locate the field you want to remove under the Group Attribute s tab 79 Viewing editing and exporting service history PrintFleet Enterprise Using PrintFleet Optimizer 4 Click OK to confirm deletion PrintFleet Optimizer can keep a record of maintenance performed on each device This is useful 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 38 To view and export the service history for a device 1 On the Settings menu point to Device Management and then click Service History 2 Select a group from the Group Selection list 3 Select a device from the Device Selection list Service history for that device will be displayed 4 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 2 Click New Item 3 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
44. 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 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 Click H to save the flag Device Selection Customer Widgets Inc w Aficio 1013F 0066 H9248502365 gt vi 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 printfleetcom trigger Date 02 26 2003 Flag Type Fuser Change l 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 1 2 3 4 5 close a flag On the Notifications menu click Flag Settings Select a company from the Customer list Select a device from the Device list Click under the Close column in the row of the flag you want to close 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 1 2 3 4 Managing edit a flag On the Notifications menu click Flag Settings Select a company
45. supplies from local devices depends on the data the device itself supports PrintFleet Enterprise Introduction 1 2 Installation requirements To purchase PrintFleet Enterprise there are a series of requirements that must be met If you are not using PrintFleet hosting services you must provide a server with appropriate server software in preparation for your PrintFleet Enterprise installation There is a different set of requirements for PrintFleet Enterprise clients using hosting services than PrintFleet Enterprise clients who are independently hosting their system For more information see the following appendices e PrintFleet Enterprise Installation Requirements Agreement on page 123 e PrintFleet Enterprise Hosted Requirements Agreement on page 125 e Data Collector Agent Checklist and Installation Requirements on page 140 1 3 Installing PrintFleet Enterprise Creating a DNS A address record PrintFleet s Technical Support team installs the PrintFleet Enterprise software If you are using PrintFleet hosting services you must first meet the requirements described in PrintFleet Enterprise Hosted Requirements Agreement on page 125 Prior to PrintFleet installing your system you must create a DNS A address record with your domain An SSL 128 bit security certificate will be requested and installed on your behalf If you are independently hosting your PrintFleet Enterpr
46. system and relies on the following components to store collect parse and refresh data DCAs installed at customer locations send data on a scheduled basis to the PrintFleet server See Using the Printer Data Collector Agent on page 8 The single database on the server pfo is made up of several tables where all of the collected data resides Scheduled tasks running on the server parse the data several times per hour into the database tables refresh the data and send out detected alerts flags and scheduled reports Note Data can also be uploaded from PrintFleet Suite Pro See the PrintFleet Suite Pro User Guide for further details PrintFleet Architecture March 2009 Local device Client 2 Client 3 f DCA 4 0 will Device Data PrintFleet Enterprise Server Gateway FileHoppen PrintFleet Enterprise Database PrintFleet Dev and Support H Integrated External Systems Customer System Output READ Reports PrintFleet Architecture version 2 5 Enables proactive supplies and service fulfillment PrintFleet Enterprise Architecture All data for the PrintFleet Enterprise system is stored in tables within the pfo database To view the pfo database tables using SQL Server 2005 1 Click Start po
47. the Maps view under the Options column click Edit for the map you want to edit 2 Click the Edit Layout tab Click and drag the icon you want to move to the new location 4 Click Save saad To remove an imaging device image or other icon 1 In the Maps view under the Options column click Edit for the map you want to edit 2 Click the Edit Layout tab 42 Using the Alerts View 4 PrintFleet Enterprise Using PrintFleet Optimizer Right click on the icon you want to remove and then click Remove Click Save To rotate or flip a map 1 4 In the Maps view under the Options column click Edit for the map you want to edit Click the Edit Layout tab Do one or more of the following to rotate and or flip the map to the correct position e Click to rotate the map image counterclockwise e Click to rotate the map image clockwise e Click to flip the map image horizontally e Click amp to flip the map image vertically Click Save To change a map image or title 1 In the Maps view under the Options column click Edit for the map you want to edit In the Settings tab do one or more of the following e Enter a new title for the map in the Map name box and click Change e Click Browse or type in the location of a replacement image in the Select file box and then click Upload To delete a map 1 2 In the Maps view under the Options column click Delete for the m
48. the user requires knowledge about how to properly use an existing software feature The support inquiry does not relate to a new or existing issue in the software Examples e How to properly configure a DCA in a given environment e How to generate manual and auto DCA license keys e How to properly set up alerts and preexisting reports for specific purposes e How to set up meter export with a currently supported billing system e How to create new user accounts with specific permissions e Request for general information about custom report building custom report creation is not included in support e Request for information about special considerations for Canon devices in reporting and the Device Detail screen Priority Level 4 FEATURE REQUEST Description A support case is classified as Priority Level 4 when the user requests a new feature or software enhancement The support inquiry does not involve a problem with existing features or functionality Examples e Request to support additional data fields for a specific device model meter breakdowns toner levels error codes e Request to support an additional operating system e Request to support a unique firewall setup e Request to integrate with an additional third party product billing system proposal generation etc e Request to add an entirely new feature to the system 134 PrintFleet Enterprise Appendix D PrintFleet Enterprise Server Collocation and Ho
49. their status using the traffic light system See Understanding the Traffic Light System on page 37 Legend Eror warning stale wa lt lt k PrintFleet inc Kingston Cs esd af EF 40 PrintFleet Enterprise 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 45 To access the Maps view e On the Device Views menu click Maps To view a map 1 In the Maps view under the Options column click View 2 Optionally use the zoom bar or your mouse scroller to zoom in and out on the map image x Click to zoom in Click and drag to zoom in and out Click to zoom out To upload a new map 1 In the Maps view click Add Map Alternately click Option Edit or View on the existing map and select New in the Settings tab Select a group 3 Enter a recognizable title for the map in the Map name box Click Browse or type the location of the map image you want to upload in the Map image box 5 Click Add Map Note Map images must be in jpg gif png bmp tiff or wmf format To place imaging devices on a map 1 In the Maps view under the Options column click Edit for the map you want to edit 2 Click the Edit Layout tab 3 Do one of the following 41 PrintFleet Enterpri
50. users on page 73 Device results display the device name management status group serial number IP address MAC address asset number location last active date and time and a link to edit the device if applicable to the current user See Managing devices on page 76 Group results display the group name parent groups and a link to the group edit screen if applicable to the current user See Managing groups on page 67 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 33 PrintFleet Enterprise Using PrintFleet Optimizer 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 e To change the way device names display throughout the system enter an acceptable string in the Device Name Template box or se
51. xsi http www w3 org 2001 XMLSchema instance xmins xsd http www w3 org 2001 XMLSchema xmIns soap http schemas xmlsoap org soap envelope gt lt soap Body gt lt GetOneTimePasswordByUserldResponse xmins http tempuri org gt lt GetOneTimePasswordByUserlIdResult gt string lt GetOneTimePasswordByUserldResult gt lt GetOneTimePasswordByUserldResponse gt lt soap Body gt lt soap Envelope gt To log a user in with an OTP append the GET variables 20tp password to the URL of any page in PrintFleet Optimizer and redirect the user to that page The user will be logged in directly to the page in question If login aspx is used they will go to their normal start page for example login aspx otp 16a9ef59ad5e47alb92465493433a617 You can also use a POST to send this variable Since the passwords expire quickly default one minute it is recommended that you request and redirect the user in one operation If you have a link on a site for the purpose of logging users into PrintFleet Optimizer it is recommended that you have this link invoke the code on the site that requests the OTP and then use a Location redirect header to send the user to PrintFleet Optimizer 122 PrintFleet Enterprise Appendix A PrintFleet Enterprise Installation Requirements Agreement As a PrintFleet Enterprise client you must meet the following requirements prior to your PrintFleet Enterprise software installation e Acquire and
52. 0 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 For more information on managed status see Marking devices as managed unmanaged or hidden on page 81 To filter devices by networked or local status click to select Network Local or Both default 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 See Configuring device settings on page 103 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 35 Viewing new devices Working with the traffic light system PrintFleet Enterprise Using PrintFleet Optimizer interval for last supplies orders t
53. 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_YELLOW 8 Noy 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 MMR2016W Nov 10 2009 09 35 19 SUPPLY_BLACK 13 296 91 690 Sep 30 2009 09 03 10 SUPPLY_BLACK_PRINTHEAD inserted Nov 10 2009 09 35 19 san CIIDDI Y AVAM 92 606 66 9aNN Sean 90 enna 44 The model area provides information about the device model rather Working with the 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 You can edit the model that a device is associated with See Editing device information on page 76 To access model information e On the Device Detail view click the Model tab The information contained here is displayed below 50 PrintFleet Enterprise 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 co700
54. 169A DESIGNJET 500 C77 Change Filters Device Name Device D 2 Wverall S Page Count Month Serial Number IP Address fl 0 testserial 1000 147 Marketing 2 Canon if C3380 2236563553 Multi Laser 0 65 TxPO1240 1000 50 8 HP Color Laserjet 2600n 0 96848486145 178 CNGC629237 100 0104 a 112929876342 O CNHC78M043 10 0 0 208 3 112928418229 1 SERVICE ID 100 0128 8 38013012589693 0 AJA3002526 100 0102 828632765274 47 APR7502679 1000127 8 1686 123ABC 1000 232 a 38 123ABC 1000 115 0909990000090 105417492437 o 100 0138 a 15 Wd 4 Pall oti gt bi _ Displaying1to10o0f10 items Legend ok error Owarning n a Ostale I Manage Views I 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 45 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
55. 4 5000 Cyan Cartridge c97014 4000 Magenta Cartridge C97034 4000 Yellow Cartridge C9702A4 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 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 customer a specific device etc In the Run Now area do one of the following e Selecta Start Date and End Date for the report 51 PrintFleet Enterprise 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 head
56. 6 Edit any numbers in the Copier Devices and Laser Devices areas as desired 7 Read and click to accept the Terms and Conditions of using the CPI Calculator 59 PrintFleet Enterprise Using PrintFleet Optimizer 8 Click Generate Report Copier Devices Check Uncheck all Copiers Device Name Serial No Mono Count Color Count MOR eae Yield Mono Coverage Coverage TXP01240 1378 5794 5 15 8000 2005 o 5 2 0 10000 0 o 5 0 9000 7 Laser Devices V Check Uncheck all Lasers Device Name Serial No Mono Count Color Count Pon Soren Yield Mono Coverage Coverage 895 o 5 0 9000 e Je le 9000 HP LaserJet 5Si 012 AAXXYY9999 1394 lo 5 0 15000 s See By selecting this box and the Generate Report button I agree to these terms and conditions The CPI report generated includes the following e Per page charge breakdowns for each component of the cost supplies parts labor equipment margin e Suggested charge for monochrome pages printed for each device e Suggested charge for color pages printed for each device e Weighted average monochrome print charge for the fleet e Weighted average color print charge for the fleet e Options to email or download the report PrintFleet Report Viewer Print Close X CPI Calculator Results Mono Color e mo Color Labor Parts Hardware Mono Color EROXEESSU Device Name Sartai me Lecatiod igon Cest commit TT
57. 7 supplies 38 unknown 37 warning 37 subdomain 3 subnets multiple 10 Suite PRO See PrintFleet Suite PRO supplies CPI calculator 59 levels 38 ordering enabling and disabling 104 Supplies Order View 38 status 38 support models 1 support technical See technical support T tables architecture 111 viewing 111 tasks architecture 111 viewing 112 TCO Optimizer export 83 technical support contacting 7 providing 118 Technical View 38 146 timeout page setting 101 timeout network 10 toner levels See supplies traffic light system 36 trigger flag 66 troubleshooting database errors 113 DCA transmission problems 16 Event Viewer 113 SQL server logs 113 stale data 113 U unknown status 37 unmanaged devices 81 updates distributing 118 PrintFleet Enterprise 7 updating PrintFleet Enterprise licenses 112 uploading device information 82 map images 41 URL PrintFleet Optimizer 32 user accounts creating 73 deleting 75 disabling 75 editing 74 overview 73 See also roles vV VPNs Virtual Private Networks 10 W warning status 37 web console relation to A record 3 weighted average charges 60 X XOPA export 84 Z zoom map image 41 PrintFleet Enterprise Index 147
58. BLE 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 RIGHTS 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
59. 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 as an administrator you can remotely update and perform other remote actions on the DCA See Remotely managing DCA installations using Semaphore on page 98 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 14 Enabling a Service Bridge PrintFleet Enterprise Using the Printer Data Collector Agent 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
60. Exporting and importing device information on page 82 3 11 Virtual Meters Virtual 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 On the Settings menu click Virtual Meter Manager 2 Click New Virtual Meter 3 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 4 Check the required Meter Labels and optionally edit the Multiplier value 5 Click Save 3 12 Configuring meter exports The meter export function allows you to automatically export a properly formatted file containing meter reads to a designated server Successful meter exports begin with proper configuration of an external ERP system Meter maps export schedules and if 85 Transitioning from PrintFleet Optimizer 2 0 Configuring an external ERP system PrintFleet Enterprise Using PrintFleet Optimizer necessary device maps are associated with a configured ERP system ERP System Required first step Meter Maps Schedules Device Maps Required Required exceptions only If you are transitioning to PrintFleet Optimizer 2 1 from 2 0 and had meter exports conf
61. PrintFleet Enterprise User Guide PRINTFLEET As of June 25 2010 2010 PrintFleet Inc All rights reserved Copyright 2010 PrintFleet Inc All rights reserved PrintFleet Enterprise Administrator s 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 Enterprise PrintFleet Optimizer PrintFleet Suite PRO and PrintFleet Local Beacon are trademarks of PrintFleet Inc VERISIGN and thawte are registered trademarks of VeriSign in the United States and or other countries 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
62. Properties PrintFleet Enterprise Introduction Click the Directory Security tab and then click Server Certificate Internet Information Services 115 Manager ioi xj Gime mon vow on TO aT gt 0 2S Weste Patomence ISAPIFiters Home Directoy Documents 4 Internet Information Services Directory Security HTTP Headers Custom Enors ASP NET Server Extensions 2002 E9 PFESERVERD local computer oe i FTP Stes f Authentication and access control _J Application Pools Enable anonymous access and edit the EJ Web Stes bs authentication methods for this resource F Default Web Site Stoppe a f Printfleet A A SLED microsoft SharePoint Adn IP address and domain name restrictions SharePoint Central Admir Grant or deny access to this resource using IP addresses or Intemet domain names D E E companyweb Stopped Web Service Extensions Cetate Edit f Secure communications SO ei a eenaa nn SevetCetifiete Click to create ELE e a server Edt certificate Click Create a new certificate and click Next Click Prepare the request now but send it later and click Next Type in a name for the certificate select 1024 from the Bit length box and click Next The name is for your records only but choose an easily identifiable name such as the name of your print management department or program In the Organization box type
63. SINESS INTERRUPTION LOSS OF BUSINESS INFORMATION INCREASED COSTS OF OPERATION LITIGATION COSTS AND THE LIKE WHETHER BASED UPON A CLAIM OR ACTION IN CONTRACT TORT INCLUDING NEGLIGENCE OR ANY OTHER LEGAL THEORY IN CONNECTION WITH THE SUPPLY USE OR PERFORMANCE OF THE SOFTWARE REGARDLESS OF WHETHER PRINTFLEET HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR SUCH DAMAGES WERE REASONABLY FORESEEABLE Assignment PRINTFLEET may assign its rights or delegate its obligations hereunder without the consent of or notice to LICENSEE Except in the event of a merger or amalgamation of LICENSEE or the acquisition of all or substantially all of LICENSEE s assets by a third party LICENSEE shall not transfer assign sub license or pledge its rights or obligations hereunder without the written consent of PRINTFLEET Termination Without prejudice to any other rights PRINTFLEET may terminate this AGREEMENT if LICENSEE fails to comply with the terms and conditions of this AGREEMENT General a Confidentiality By virtue of this AGREEMENT the parties may have access to information that is confidential to one another CONFIDENTIAL INFORMATION CONFIDENTIAL INFORMATION shall be limited to the SOFTWARE the terms under this AGREEMENT and all information clearly 130 b c d e f g PrintFleet Enterprise identified as confidential A party s CONFIDENTIAL INFORMATION shall not include information that a is or be
64. Severity Updated By Feb 25 2010 4 10PM Low Cheryl Hurley Feb 25 2010 4 09PM Low Maintenance Customer Order Notes Ordered Yellow QTY 1 Ordered Magenta QTY 1 Yellow Customer Order aTy 2 Cheryl Hurley 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 Working with the Miscellaneous tab 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 BMIEMIEMCIes Model Additional Information Label Value Date DEVICEINFO_DUPLEX FALSE Feb 18 2010 07 55 10 DEVICEINFO_ENTERPRISENUMBERS 11 Noy 11 2009 07 21 54 DEVICEINFO_HOSTNAME HP7C4BE5 Nov 10 2009 09 35 19 DEVICEINFO_IMPRESSION_BASED_METERING Not Supported Nov 10 2009 09 35 19 DEVICEINFO_INSTALLDATE 20081007T1310Z22 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 7 Noy 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_MAGENTA4_PRINTHEAD1 Nov
65. 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 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 the 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 LIA
66. T NOW THEREFORE THIS AGREEMENT WITNESSES that in consideration of the premises and covenants and agreements herein contained the parties hereto agree as follows 1 Definitions a b c d e f g h AGREEMENT means this License Agreement and all amendments made hereto by written agreement between the parties COMMENCEMENT DATE means the date on which the SOFTWARE is installed at LICENSEE s location MAINTENANCE means the provision of UPDATES and UPGRADES SERVER means the hardware on which the PRINTFLEET Enterprise SOFTWARE is initially installed SOFTWARE means PRINTFLEET Enterprise software in object code form including UPDATES and UPGRADES that may be acquired by LICENSEE SUPPORT means the support described in Schedule A THIRD PARTY SOFTWARE means third party software programs forming part of or embedded in the SOFTWARE THIRD PARTY WARRANTIES means warranties provided by third parties for THIRD PARTY SOFTWARE and hardware 127 i j PrintFleet Enterprise UPDATE means a bug fix patch error correction and or other minor enhancement to the SOFTWARE that does not substantially change the basic character or structure of the Software or its functional use or operation from time to time made available by PRINTFLEET in its sole discretion at no charge on its web site or via on line services and normally indicated by a higher digit to the right of the decimal in
67. T Help St ls T _ Backup Folder Delete Ok Items Backup to file Zip backup Server plemutichO1 PFOSQL2005 Connection PFEMULTICHOT swilson Steps associated with SQL job 117 PrintFleet Enterprise Administering PrintFleet Enterprise 4 7 Providing technical support The following best practices are recommended for providing technical support to your PrintFleet customers Note All issues should be tracked with a custom or commercially available CRM Customer Relationship Management software solution e Track all incoming calls and emails Specifically record the caller s name phone number company the reason for the call whether or not there was a resolution to their situation and what the resolution was or what the next step is e Use email as a support tool since it automatically records all of the details in writing e Ensure that callers phoning support as much as possible do not have to wait longer than five rings to get a technical person on the line e Try to deliver resolutions to routine problems within 30 minutes of the support call There should be a plan in place that specifies levels of problems and their expected response times e Make self help materials available to your customers to minimize the need for telephone and email support e Review support call records on a weekly basis to flag any recurring issues that might be preventable by changing the installati
68. Toner Warning for supplies Out of Toner Stale data has not been collected from the device for 24 hours Unknown data is not available from the device or not supported by PrintFleet Working with the The following table describes the data included in each of the default views default device views Table 6 Default Device Views Device View Data Included Technical View page count month serial number IP address location last active date device name supplies status overall status Alerts customer devices options for managing alerts Maps devices placed on each map options for managing maps list of maps links to each map number of Supplies Order View type current level status last order date option to order supplies device name pages in last 30 days supply 37 Using the Technical View Using the Supplies Order View PrintFleet Enterprise Using PrintFleet Optimizer 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 To access the Technical View e On the Device Views menu click Technical View Widgets Inc 8 of 10 4 Technical View 4 Widgets Inc 8 of 10 BOB 0 of 0 Kingston HQ 0 of 0 w HP 34
69. URL box e Enter the meter source name configured in the ERP system e g PrintFleet in the Meter Source box e Enter your company ID for the e automate system in the Company ID box e Enter the version of e automate you are using in the Version box e Enter a username for the e automate system in the Username box e Enter the corresponding password for the e automate system in the Password box 7 If you have chosen OMD Multimeter or OMD Non Multimeter e Enter the URL of your H2O system in the H20 Destination URL box required for all OMD meter exports e Enter the URL of your iManager system in the iManager Destination URL box required for automated device mapping e Enter the username for iManager in the Username box e Enter the corresponding password for iManager in the Password box Important The username and password for iManager must be associated with the accounts in iManager that you want to set up meter exports for To create a username and password that is associated with multiple accounts obtain the REQL83 program from OMD 87 Configuring meter maps PrintFleet Enterprise Using PrintFleet Optimizer 8 If you have chosen La Crosse NextGen e Enter the URL of the NextGen system in the Destination URL box 9 If you have chosen La Crosse NextGen Web e Enter the user name in the User box and the application in the App box 10 If you have chosen Evatic e Enter the email addres
70. 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 17 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 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 17 2 Under the Local tab select the Enable Push Install ch
71. a name for the role in the Name box e Enter a description for the role in the Description box 4 Under Role Permissions click to select each permission you want the role to have 5 Click Save To edit an existing role 1 On the Administration menu click Roles 2 Click to expand the role you want to edit 3 Change the name description and permissions as desired 4 Click Save Changes to permissions will automatically be applied to all users assigned to the role You can delete any existing role with the exception of the Default and Admin roles To delete a role 1 On the Administration menu click Roles 2 Click Remove in the row of the role you want to delete 3 Click Save 3 10 Managing devices Editing device information The core aspect of managing devices comes from collecting data stored in imaging devices using the DCA Devices can be managed further by entering information into PrintFleet Optimizer that cannot or is not being collected directly from the device keeping track of service history and marking devices as managed unmanaged or hidden The Device Information screen allows you to add or update the following information for individual devices e Device name e Serial number e Asset number e Location e Management status see Marking devices as managed unmanaged or hidden on page 81 e Model matched to the PrintFleet model database to pull information such as duty cycle devic
72. age 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 46 PrintFleet Enterprise Using PrintFleet Optimizer Table 7 Information Displayed in the Device Detail View 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 come 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 Device Total Device Cartridge Both Device Total and Device
73. and asset numbers directly to the memory of a device using the Asset Tracker program in PrintFleet Suite Pro purchased separately contact PrintFleet or your distributor for details Consult the PrintFleet Suite Pro User Guide for instructions You can also edit device information on a group wide basis by importing updated device data See Exporting and importing device information on page 82 If you want to add a specific type of device information that does not by default have a field in the software you can add a custom device field which will be added to the Device Information screen see Editing device information on page 76 Custom device fields can also be added to the Device Views screen You can use custom 77 PrintFleet Enterprise Using PrintFleet Optimizer device fields to add new information such as departments and account representatives Custom device fields are applied on a group wide basis In some cases you may want to use additional groups instead of or in addition to custom device fields See Managing groups on page 67 To create a custom device field 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select the group that the custom field will apply to from the group list 3 Type the name that will be displayed with the custom device field in the Attribute Name box 4 If the field will be required for all devices in the group click to
74. ap you want to delete Click OK to confirm deletion To download a map image 1 In the Maps view under the Options column click Edit or View In the Settings tab click Download and save the image file to your computer The Alerts view displays details on the recently sent alerts for all customer groups 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 43 Creating custom device views PrintFleet Enterprise Using PrintFleet Optimizer 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 for a particular customer 1s 4 4 Page o2 b bi Displaying 1 to 15 of 22 tems Optionally 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 45 An unlimited amount of custom device views can be created so that you can view the exact information you want in the way you want to view it Custom device views will be added to the Device Views menu for groups selected to have access To create a custom device view 1 2 3 On the Settings menu click Device View Manager Click New View In the Columns area click to select the data items you want included
75. aps View PrintFleet Enterprise 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 Clickthe i 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 51 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 45 The Maps View allows you to view upload and place images of document output devices computing devices people and other miscellaneous items on one or more maps for each customer Document output devices will display
76. arising therefrom Entire Agreement This AGREEMENT constitutes the complete agreement between the parties and supersedes all prior or contemporaneous agreements or representations or warranties written or oral concerning the subject matter of this AGREEMENT This AGREEMENT may not be modified or amended except in writing signed by a duly authorised representative of each party no other act document usage or custom shall be deemed to modify this AGREEMENT Severability If one or more provisions of this AGREEMENT are held to be unenforceable under applicable laws such provisions shall be modified to the minimum extent necessary to comply with applicable law and the intent of the parties Enurement The rights and obligations under the AGREEMENT shall enure to the benefit of and shall be binding upon the successors and assigns of the parties Notice All notices required to be sent hereunder to PRINTFLEET shall be in writing and shall be given by first class mail or personal delivery including overnight mail by private carrier to the address first above written which address may be altered upon written notice to LICENSEE Waiver The waiver by either party of any default or breach of this AGREEMENT shall not constitute a waiver of any other or subsequent default or breach 131 PrintFleet Enterprise Schedule A PrintFleet Maintenance and Support This PrintFleet Maintenance and Support document applies to PrintFleet Enterpri
77. arning notification about existing groups associated with the group type read through and then click Close Notice Do one or more of the following e Select a new image to be associated with the group type from the Display Image list e Inthe Group Information Designer area add one or more new attributes to the group type by completing the listed fields e In the Attribute Viewer area change the display order of attributes by clicking and dragging attributes to the desired order e Click the edit icon B in the row of an attribute you want to change in the Attribute Viewer area and then change desired properties in the Group Information Designer area e Click the delete icon in the row of an attribute you want to delete in the Attribute Viewer area Click Save Custom group types without any associated groups can be deleted To delete a group type 1 2 On the Settings menu point to Group Management and then click Manage Group Types Click Remove in the row of the group type you want to delete 72 PrintFleet Enterprise Using PrintFleet Optimizer 3 8 Managing users An unlimited amount of users can be created for the PrintFleet Optimizer web interface In addition to user name and password the following settings can be configured for each user e Name of the user e Groups the user has access to e Roles the user will have for each group e Starting page for the user e Expiry date of th
78. arrants to LICENSEE for a period of thirty 30 days from the COMMENCEMENT DATE i that the diskettes CD ROMs or other media provided to LICENSEE will under normal use be free from defects in materials and workmanship and ii that the SOFTWARE shall perform substantially as set forth in the user manual therefor The user manual is subject to change without notice LICENSEE HEREBY EXPRESSLY AGREES AND ACKNOWLEDGES THAT EXCEPT AS PROVIDED IN THIS AGREEMENT THE SOFTWARE IS PROVIDED AS IS AND PRINTFLEET MAKES NO REPRESENTATIONS OR WARRANTIES OR COVENANTS EXPRESS OR IMPLIED IN RESPECT OF THE SOFTWARE OR ANY WORK OR SERVICES PERFORMED BY PRINTFLEET OR ITS EMPLOYEES DEALERS OR AGENTS INCLUDING WITHOUT LIMITATION STATUTORY OR IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY SATISFACTORY QUALITY OR FITNESS FOR A PARTICULAR PURPOSE ALL OF WHICH ARE EXPRESSLY DISCLAIMED AND EXCLUDED PROVIDED THAT THIS DISCLAIMER AND EXCLUSION ARE LIMITED SO AS NOT TO APPLY IN ANY JURISDICTION IN RELATION TO A WARRANTY WHICH IS LEGALLY INCAPABLE OF EXCLUSION IN SAID JURISDICTION PRINTFLEET does not warrant guarantee or represent to LICENSEE that the SOFTWARE will meet LICENSEE s business requirements that the installation and operation of the SOFTWARE will be uninterrupted or error free or that SOFTWARE defects will be corrected Third Party Warranties All THIRD PARTY WARRANTIES are transferred to the LICENSEE once payment has been received from the
79. ating 7 See also Data Collector Agent See also PrintFleet Optimizer PrintFleet Optimizer using 31 108 145 See also Data Collector Agent See also PrintFleet Enterprise PrintFleet Suite PRO optimizing DCA scans 8 19 uploading from 111 product name setting 101 profit 59 progress panel overlay displaying 101 progress panel displaying 101 proposal formats Compass 83 csv 83 default 83 DocuAudit 83 TCO Optimizer 83 XOPA 84 R Report Viewer 52 reports charts 52 CPI calculator 60 custom 57 downloading 52 e mailing 52 executive 57 generating 51 overview 51 Primary 53 Report Viewer 52 scheduling 55 requirements DCA 140 PrintFleet Enterprise 123 PrintFleet Enterprise hosted 125 restoring the database 114 roles creating 76 deleting 76 editing 76 overview 75 See also user accounts rotate map image 43 S scheduled task DCA 12 scheduled tasks See tasks search 33 security configuring system settings 102 DCA transmissions 4 forcing HTTPS access 103 password strength 103 PrintFleet Enterprise Index SSL 128 bit certificate 4 Semaphore 98 serial number 38 server maintaining 115 service history tracking 80 service DCA control main 12 settings system wide 100 108 SQL Server 2005 111 SQL server logs 113 SSL forcing HTTPS access 103 installing security certificate 4 port 6 stale data troubleshooting 113 status 37 startup page setting 101 status caution 37 device 38 indicators 36 OK 37 stale 3
80. ation necessary for their everyday business operations The issue is typically in one of the core processes of the system and there is no workaround available Examples e Cannot access the PrintFleet Optimizer web interface e No data is populating in the system and all devices are displaying a stale status despite properly deployed DCAs e Cannot generate new DCA license codes e Software update performed by PrintFleet caused significantly decreased functionality requiring the system to be rebuilt from a previous backup Priority Level 2 MEDIUM Description A support case is classified as Priority Level 2 when the user has identified an issue in the system that does not prevent remote monitoring of devices does not prevent access to the system and does not prevent obtaining information necessary for their everyday business operations The issue is typically in a feature accessed through the user interface and there may or may not be a workaround available 133 PrintFleet Enterprise Examples e Stale DCA issue not widespread e Device is reporting incorrect information e Report is not working information still accessible in another area e Meter exports are not being triggered or are otherwise not working page counts accessible in the web interface e Alerts are not working status information accessible in the web interface Priority Level 3 LOW Description A support case is classified as Priority Level 3 when
81. ations menu point to Alert Settings and then click Layout Manager 2 Select the layout you want to edit from the Layout list 3 Do one or more of the following e To change the layout title and access level click the Edit button make the desired changes and then click Save e To adda 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 e To edit a column click 2 under 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 e To delete a column from the layout click X under the Delete column in the row of the data field you want to delete 63 Working with alert emails PrintFleet Enterprise Using PrintFleet Optimizer e 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 4 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 Layout Manager Layout Selection Layout Selection Layout Access Level My Use Only Column Title Column Field Edit Delete IP IP Address 4 ze x MAC MAC Address t3 El x Model Model t E x D Add New Column I
82. ce in the ERP system Ensure this device in the ERP has this meter assigned to it Double check the meters mapped for this device in the PrintFleet system 93 PrintFleet Enterprise Using PrintFleet Optimizer Table 15 Meter Export Log Result Messages Errors Result Message EquipmentDoesnt Exist Cause A device has been configured to export from PrintFleet that does not exist in the ERP system Possible Solutions Check the ERP system to ensure the device has been setup and has an external id assigned to it If it is setup in the ERP system double check PrintFleets device mapping and if need be apply the external id manually here NoModelAssigned No model is associated to the device in the ERP system OMD only Assign the device a model in OMD Table 16 Meter Export Log Result Messages Informational Result Message Cause MeterPostSuccess The meter was posted successfully MissingRequiredMeters A required meter for a device in an ERP system was not configured in PrintFleet This is informational to let you know for the additional meter posts to be successful PrintFleet had to post this required meter e automate only 94 PrintFleet Enterprise Using PrintFleet Optimizer Table 16 Meter Export Log Result Messages Informational Result Message Cause MeterReadingLessThanPrevious The current meter reading in the ERP syst
83. ce settings 1 On the Administration menu click Configuration 2 In the Device Settings area enter configuration settings as desired 3 Click Save 103 Configuring database settings Table 20 Device settings PrintFleet Enterprise Using PrintFleet Optimizer Item Description Default last active days filter The number of days since the last active date that device views will filter by default devices past this number will not display unless filter is manually changed Device New Days The number of days that a newly discovered device will display the new icon beside the device name Supplies Ordering Enabled If True is selected supplies ordering capabilities will be enabled in the system If False is selected supplies ordering capabilities will be disabled Estimated Coverage Minimum The minimum value that an estimated coverage value is considered valid If the estimated value falls below this setting the default coverage value is used Estimated Coverage Maximum The maximum value that an estimated coverage value is considered valid If the estimated value rises above this setting the default coverage value is used Default Black Coverage The default coverage for black toner if no coverage can be calculated Default Color Coverage The default coverage for color toner if no coverage can be calculated There is one database setting that can be c
84. check 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 14 e Click Next Note You can continue past this step without entering a PIN code but data 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 14 In the Setup is Complete screen by
85. comes a part of the public domain through no act or omission of the other party b was in the other party s lawful possession prior to the disclosure and had not been obtained by the other party either directly or indirectly from the disclosing party c is lawfully disclosed to the other party by a third party without restriction on disclosure or d is independently developed by the other party The parties agree to hold each other s CONFIDENTIAL INFORMATION in strict confidence The parties agree unless required by law not to make each other s CONFIDENTIAL INFORMATION available in any form to any third party or to use each other s CONFIDENTIAL INFORMATION for any purpose other than the implementation of this AGREEMENT Each party agrees to take all reasonable steps to ensure that CONFIDENTIAL INFORMATION is not disclosed or distributed by its employees in violation of the terms of this AGREEMENT Governing Law This AGREEMENT shall be governed by interpreted and construed in accordance with the laws of the Province of Ontario and the laws of Canada applicable therein other than rules governing conflicts of laws The parties irrevocably attorn to the jurisdiction of the courts of the Province of Ontario The parties expressly disclaim applicability of the terms of the United Nations Convention of Contracts for the International Sale of Goods and any legislation implementing such Convention shall not apply to this AGREEMENT nor to any dispute
86. ction support In North America call toll free at 1 866 382 8320 Option 1 In Europe Middle East or Africa call 41 62 777 41 58 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 identification monochrome or color location LCD reading MAC address device status manufacturer error codes firmware toner levels miscellaneous machine specific Warning PrintFleet uses the media access control MAC address of the network interface card NIC to identify devices Once a NIC is associated with a device in PrintFleet you should try to avoid replacing the NIC for that device This is especially true if the NIC you are using as a replacement has previously been used in another device in your PrintFleet database as this can cause the data from the two devices to be combined If you need to replace a NIC with a previously used NIC please contact Technical Support 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
87. d then click Remove Click Add and in the Select Backup Destination dialog box type or browse to the following backup destination in the File Name box C Inetpub ftproot dbbackups filename bak for simplicity purposes the file name should be the same as the name entered in the previous bullet and then click OK 9 In the Select a Page area on the left side click Options 10 Click to select Back up to the existing media set 11 Click to select Append to the existing backup set 12 Click OK 114 PrintFleet Enterprise Administering PrintFleet Enterprise To restore a backup database file in SQL Server 2005 1 Click Start point to All Programs point to Microsoft SQL Server 2005 and then click SQL Server Management Studio 2 Adjust server and authentication information if necessary and click Connect 3 In the Object Explorer area expand Databases 4 Right click pfo point to Tasks point to Restore and then click Database 5 In the Restore Database pfo dialog box make sure pfo is selected in the To database list 6 Click to select From device and click to browse for the backup file you want to restore Backup files should be stored in C Inetpub ftproot dbbackups or another folder you have saved them to 7 Under the Restore column click to select the backup file you want to restore 8 In the Select a Page area on the left side click Options 9 Click to select the Overwrite existing database chec
88. d to export the current device information in CSV format make the edits you want and then import the data back into the Optimizer system To import device information 1 On the Settings menu point to Device Management and then click Import Export 2 Select Import from the Method list 3 Click Browse to locate the file you want to import into the system The file must be in csv format 4 Click Import You can assign cost per copy or cost per page charges to individual devices Separate charges can be assigned for monochrome and color pages After charges are assigned you can use the CPC Report to track the total charges over a specified time period See Generating reports on page 51 To assign CPC charges 1 On the Settings menu click CPC Assignment 2 Select a company to assign CPC charges for by selecting a company Customer list 84 PrintFleet Enterprise Using PrintFleet Optimizer 3 In the row for each device that you want to assign CPC charges to do one or both of the following e Inthe CPC Mono column type a per page charge for monochrome pages for that device e Inthe CPC Color column type a per page charge for color pages for that device 4 Click Update Note Updates made to CPC charges may not be reflected in the CPC Report for up to 24 hours Per page charges may have up to four decimal places You can also assign CPC changes by using the import export function See
89. ddress 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 17 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 information 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 device that sent the SNMP trap The results f
90. 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 11 PrintFleet Enterprise 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 the DCA service Setting up the DCA as a 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 th
91. 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 Individual CPC charges are based on inputs from the CPC Assignment screen See Assigning CPC charges on page 84 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 53 Editing and deleting reports PrintFleet Enterprise Using PrintFleet Optimizer Table 9 Description of Primary Reports Report Description Individual Toner Level Report A graphical report that displays black cyan magenta and yellow toner levels where applicable for a s
92. e 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 16 13 Using proxy settings Changing the web service timeout Enabling Intelligent Update PrintFleet Enterprise Using the Printer Data Collector Agent 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 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
93. e 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 3 Replace New Task with a recognizable name for the task such as DCATask and click anywhere away from the new task icon to save the name 4 Double click your newly created task 12 PrintFleet Enterprise Using the Printer Data Collector Agent 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 t
94. e SOFTWARE other than those specified in this AGREEMENT LICENSEE shall not remove any proprietary copyright patent trade mark design right trade secret or any other proprietary rights legends from the SOFTWARE THIRD PARTY SOFTWARE may be embedded in or delivered with the SOFTWARE licensed under this AGREEMENT LICENSEE s right to use any THIRD PARTY SOFTWARE shall be limited to the use necessary to implement the SOFTWARE licensed LICENSEE shall have no right to use such THIRD PARTY SOFTWARE other than as necessary for the licensed ordinary use of the SOFTWARE and grants PRINTFLEET s licensors the right to protect their interests under this AGREEMENT and agrees that such licensors are benefited by the provisions of this AGREEMENT LICENSEE will take appropriate steps both before installation and at all times thereafter to copy and protect LICENSEE s own data and programs that may be lost harmed or destroyed and to protect LICENSEE s equipment from any damage including during any period when LICENSEE opens ports on its computers or system to permit installation of the SOFTWARE LICENSEE and LICENSEE alone will be responsible for reconstruction replacement repair or recreation of lost programs data or equipment in the event of hardware or software failure PRINTFLEET shall under no circumstances be responsible for any such losses or damages 128 PrintFleet Enterprise Warranty and Disclaimer a b c PRINTFLEET w
95. e 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 and click OK The Status field in the Service 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 15 Troubleshooting DCA communication problems 2 5 PrintFleet Enterprise Using the Printer Data Collector Agent If you are unable to obtain successful communication between the DCA and the central server after setting the proper communication method and port see Changing and testing the communication method and port on page 13 and configuring proxy settings if necessary see Using proxy settings on page 14 use the following table to troubleshooting potential communication problems Table 3 Troubleshooting DCA Communication Problems Check if If not the selected send method HTTP or HTTPS corresponds with the port you have chosen to transmit data through change the send method to correspond with the port 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 netw
96. e account if applicable e Elements that will make up device names in the system for the user may include name serial number IP address etc For more information on groups see Managing groups on page 67 For more information on roles see Managing roles on page 75 You can view a list of existing users and their login name typical email first name last name last login date and time and groups and role access To view existing users e On the Administration menu click Users A separate user account should be created for each individual who is granted access to the PrintFleet Optimizer web console The following describes how to create a new user account and how to create a new user by copying the permissions of an existing account To create a new user account 1 On the Administration menu click Users 2 Click New User 3 In the Information area enter the following e User Name often the user s email address e First Name e Last Name e Password repeat in the Confirm Password box 4 Optionally in the Settings area complete one or more of the following e Select an initial screen to display after logging in from the Starting Page list e Type or select an expiry date for the account in the Expiry Date box e Click to select the Disabled check box to deactivate the account The user will appear in the user list but will not be able to access the software 73 5 6 PrintFleet Ente
97. e can be assigned to an unlimited number of users Users can be assigned multiple roles and can be assigned different roles for different groups The total set of permissions assigned to a user is the combination of all permissions for all assigned roles For instructions on assigning roles to users see Managing users on page 73 PrintFleet Optimizer comes with four standard roles already created e Default Assigned to all users and cannot be deleted e Admin Provides access to the entire system and cannot be edited or deleted e Dealer Provides dealer level access to the system e Customer Provides customer level access to the system Note If your system was migrated from PrintFleet Optimizer 2 0 you may have some additional roles built into the system that are displayed as Auto created role These roles are based on permissions assigned to specific users in PrintFleet Optimizer 2 0 and are automatically assigned to the same users You can create as many additional roles as needed and can edit the permissions for any role with the exception of the Admin role which always has access to the entire PrintFleet Optimizer system When roles are edited changes to permissions are made to every user with that role 75 PrintFleet Enterprise Using PrintFleet Optimizer To create a new role 1 On the Administration menu click Roles 2 Click New Role 3 Under Role Information do the following e Enter
98. e 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 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 appr
99. e 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 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 20 Enabling Rapid Scan Setting the scan and transmission interval Setting the network timeout PrintFleet Enterprise Using the Printer Data Collector Agent 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 17 2 Under the General tab in the Scanning 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 17 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 va
100. e image release date supply SKUs etc 76 Creating custom device fields PrintFleet Enterprise Using PrintFleet Optimizer To add or edit device information for an individual device 1 On the Settings menu point to Device Management and then click Device Information 2 Select a group from the Group Selection list Select a device from the Device Selection list 4 Add or edit information in the Device Information and or Device Custom Information areas as desired For information on creating custom device fields see Creating custom device fields on page 77 5 Click Save Changes w Note To go to the Device Detail screen from the Device Information screen click View See Working with the Device Detail view on page 45 You can also access the Device Information screen through the Device Detail screen See Working with the Device Detail view on page 45 The Devices screen allows you to add or update the following information for devices on a group wide basis e Device name e Serial number e Asset number e Location To add or edit device information on a group wide basis 1 On the Settings menu point to Device Management and then click Devices 2 Select a group from the Group list 3 Under the Name Serial Number Asset Number and Location columns enter new or updated information as desired 4 Click Save Changes Alternatively you can add serial numbers locations
101. ear Internal Webpage and Service Bridge To access the Service Bridge for network devices see Enabling a Service Bridge on page 15 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 To access supplies information e On the Device Detail view click the Supplies tab Emm Meters Service Miscell Toner Black IC97004 a E amp Imaging Drum HP C9704A M Magenta Yo IC9703A a KIT Cyan IC9701A a Unknown Yellow lco7024 G Coverage Black 8 00 Source Default Cyan 9 00 Source Default Magenta 9 00 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 38 The meters area
102. ecimal places Text Plain text value Supplies Ordering Email Email address value that is used by the system when sending supplies order emails Industry Code Industry vertical code value used to classify businesses External Service Link A URL value that becomes a link shown on the device details page A new group can also be created by copying the properties of an existing group and then modifying it if necessary To create a new group by copying an existing group 1 On the Settings menu point to Group Management and then click Manage Group Types 71 oe 5 PrintFleet Enterprise Using PrintFleet Optimizer Click Copy in the row of the group type you want to copy Enter a name for the new group type in the Name box Adjust any other properties of the group type as desired Click Save Group types can be edited at any type except for the name of the type which must remain the same Images and attributes that are associated with the group type can be changed Warning Any changes made to a group type will take immediate effect on existing groups of that type A warning will be displayed showing you how many groups are currently associated with the group type you are about to edit To edit a group type 1 5 On the Settings menu point to Group Management and then click Manage Group Types Click Edit in the row of the group type you want to edit If you receive a w
103. eck box 26 PrintFleet Enterprise 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 Refer 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 encrypt
104. ed in the proprietary pfd format and contain the complete results of a single DCA network scan Log files are in 1og 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 names have date and time stamps as part of the file name and log files have a date stamp 27 Deleting old archive and log files PrintFleet Enterprise 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 0 beside Total files in archive and select and open the desired file e To open and view a log file click the fil
105. em is greater than the current PrintFleet meter reading This log should be followed by an additional message indicating that PrintFleet re exported the current value in the ERP system so the other meter posts would not fail MeterReadingEmpty PrintFleet obtained a meter reading of 0 or could not obtain a meter reading from our system to post into the ERP system 3 13 Managing DCA installations Each DCA installation requires a PIN Code to activate to run These PIN Codes can be generated and managed using PrintFleet Optimizer For more information about the DCA see See Using the Printer Data Collector Agent on page 8 Generating PIN To generate a PIN Code for DCA version 4 0 or greater Codes for DCA 1 On the Administration menu select DCA Administration version 4 0 or and then click New DCA greater 2 Select Version 4 0 or greater 3 Select the appropriate group from the dropdown list or click Create New Group button 4 Define the DCA information enter the DCA Name Optionally enter a custom message in the Custom Message field or set an Expiry date by selecting the calendar button and selecting a date 5 Click Create DCA The Pending PIN Code is generated and displayed in the DCA Information page s General Information tab The PIN Code can be emailed to an appropriate person via Send this PIN via email Alternately the PIN Code can be copied and pasted into the DCA Activation screen This PIN
106. ent from the system Email From Name The sender name used when emails are sent from the system Include DLL Export Type Select this to allow the DLL Variabill export type to be available in the Meter Export system configuration system 101 Configuring security settings PrintFleet Enterprise Using PrintFleet Optimizer The items in the following table are the system wide security settings that can be configured To configure system wide security settings 1 On the Administration menu click Configuration 2 In the Security Settings area enter configuration settings as desired 3 Click Save 102 PrintFleet Enterprise Using PrintFleet Optimizer Table 19 Security settings Item Description Enforce Email as User Name Forces user to have an email address as their user name Password Strength The minimum required password strength ranging from 0 to 100 A higher number requires a longer or more complex password numbers special characters etc SSL HTTPS If set to Required on all pages will force the use of SSL on all screens If set to Required on sensitive pages only will force the use of SSL on the login user edit and change password screens If set to Not required will not force the use of SSL on any screen Configuring The items in the following table are the system wide device settings device settings that can be configured To configure system wide devi
107. ent is not installed on the computer connected to the local device See Managing local devices with Local Print Agent on page 25 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 17 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 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 17 22 Using Focus Scans Storing SNMP community strings PrintFleet Enterprise Using the Printer Data Collector Agent 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
108. ent release notes and other software prerequisites 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 140 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 Enterprise 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 local 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 25 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 n
109. er 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 1 t0 28 2009 4000 ME Color os 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 format e After generating a report in the Report Viewer click Options and then click Download CSV 52 PrintFleet Enterprise 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
110. erated and displayed in the DCA Information page s General Information tab The PIN Code can be emailed to an appropriate person via Send this PIN via email Alternately the PIN Code can be copied and pasted into the DCA Activation screen This PIN Code remains visible in the General Information tab while the DCA is in a Pending Activation status Once this PIN Code is used to activate a DCA client the DCA has an active status and the PIN Code will no longer be visible Generating Automatic DCA Keys can be generated in advance of a DCA Automatic Keys installation This allows the person installing the DCA to have the for DCA version DCA PIN Code on hand during installation 3 X pregenerated Note Pregenerated DCA Automatic Keys may not work in environments using proxy servers In these instances you must use a Key from a manual DCA 3 0 generated using the DCA s fingerprint code To generate an Automatic Key for DCA version 3 x 1 On the Administration menu select DCA Administration and then click New DCA Select Version 3 0 Select the appropriate customer group from the group list or click on Create New Group Set Automatic for the DCA 3 0 Key Generation Method 96 Managing DCAs 5 PrintFleet Enterprise Using PrintFleet Optimizer Define the DCA information enter the DCA Name Optionally enter a custom message in the Custom Message field or set an Expiry date by selecting the calendar button
111. ert 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 64 PrintFleet Enterprise Using PrintFleet Optimizer 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 depending 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 Cyan New stale offline device that has not been reported ina previous alert Gray Stale offline device that has been reported in a previous alert You can change the default background colors for alert items in the file located at C PFEProcess PFEPasta PFEPasta ini on your PrintFleet Enterprise server You can also change the font color for status items defa
112. es 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 local devices with Local Print Agent on page 25 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 17 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 17 2 Under the General tab in the Scanning Options area do one or both of th
113. eside individual devices you want to include in the schedule You can use the Check All Uncheck All or search function to simplify this process Note If you select a whole group new devices added to the group will automatically be added to the schedule If you only select individual devices new devices will have to be added to the schedule manually 8 Click Save Devices detected by PrintFleet software must be associated with devices residing in the external ERP system however for e automate and OMD exports this process will attempt to complete automatically You will need to manually configure device maps if e You are using an external ERP system other than e automate or OMD e You are using e automate or OMD but not all devices mapped automatically this should usually be corrected by changing the sync field serial number asset number or device ID in the PrintFleet system to match the same field in the external ERP system To map PrintFleet devices to external ERP system devices 1 On the Settings menu click Meter Export 2 Click Device Mapping in the row of the external ERP system you want to configure device maps for 90 PrintFleet Enterprise Using PrintFleet Optimizer Testing and troubleshooting 3 Click the name of a group that contains devices you want to configure device maps for 4 Do one of the following e Enter the external ERP system device ID for each device you want to
114. esses 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 17 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 DCA 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 e To specify a hostname click to select Hostname and enter the hostname in the box 3 Click Add or Exclude 4 Repeat steps 2 3 as necessary 5 Click Save 18 PrintFleet Enterpr
115. ettings e Security settings e Device settings e Database settings e Branding settings You can also create a custom login screen which replaces the default login screen The items in the following table are included in general settings 100 PrintFleet Enterprise Using PrintFleet Optimizer To configure general system wide settings 1 On the Administration menu click Configuration 2 In the General Settings area enter configuration settings as desired 3 Click Save Table 18 General system wide settings Item Description Default Starting Page The default page users will see immediately after they log in to the system Can be overridden for specific users in their user settings Timeout Page The page users will see after they log out of the system or when their session times out Product Name The product name that will display on the browser title bar Progress Panel If True is selected a loading message will display at the top of the screen when a background process is running If False is selected it will not display Progress Panel Overlay If True is selected the screen will be dimmed when a background process is running If False is selected the screen will not be dimmed Error Page Footer The message displayed when an error message occurs DCA Version The version of the DCA displayed for download Email From Address The sender email address used when emails are s
116. ettlement negotiations and c LICENSEE provides PRINTFLEET with the assistance information and authority necessary to perform PRINTFLEET s obligations under this Section PRINTFLEET shall have no liability for any claim of infringement based on the combination operation or use of the SOFTWARE furnished under this AGREEMENT with software hardware or other materials not furnished by PRINTFLEET if such infringement would have been avoided by the use of the SOFTWARE without such software hardware or other materials In the event the SOFTWARE is legally held or is believed by PRINTFLEET to infringe PRINTFLEET shall have the option at its expense to a modify the SOFTWARE to be non infringing b obtain for LICENSEE a license to continue using the SOFTWARE or c terminate the license for the SOFTWARE and reimburse the license fee therefor on the basis of a five year straight line amortization This Section 6 states PRINTFLEET s and PRINTFLEET s licensors entire liability and LICENSEE s exclusive remedy for infringement of any intellectual property rights Limitation of Liability EXCEPT AS PROVIDED IN SECTION 6 NOTWITHSTANDING ANY OTHER TERM OF THIS AGREEMENT TO THE CONTRARY IN NO EVENT SHALL PRINTFLEET OR ITS EMPLOYEES AGENTS SUPPLIERS AND LICENSORS BE LIABLE TO LICENSEE OR ANY THIRD PARTY CLAIMING THROUGH LICENSEE FOR ANY INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES HOWSOEVER CAUSED INCLUDING DAMAGES FOR LOSS OF PROFITS BU
117. etwork 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 launched 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 10 PrintFleet Enterprise 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 un
118. ewing the Each scheduled task performs a specific action with the data on the scheduled tasks server To view the list of scheduled tasks on your PrintFleet server 1 2 Click Start Point to Control Panel and then point to Scheduled Tasks 4 2 Updating your PrintFleet license When you purchase additional device licenses for your PrintFleet system you will be provided a new license key that must be entered into your PrintFleet system To update your PrintFleet license 1 2 Log in to your PrintFleet Enterprise server Launch SQL Server Client Tools Connect to the database using the credentials outlined in your component ini or exe config files Click to expand the database Click to expand tables Right click on the pfe_policyconfig table and click Open Table Enter the activation code sent by PrintFleet into the gatekey box Enter today s date in the Date Create box in MM DD YYYY format for example March 1 2010 is 03 01 2010 112 PrintFleet Enterprise Administering PrintFleet Enterprise 9 Press Enter Table dbo pfe_policyconfig Summary PolicyId DateCreate Gatekey F ae 3 25 2008 46319DA65FVEWLONUJ4731989 NULL NULL NULL 4 3 Troubleshooting stale data issues Devices will appear as stale in PrintFleet Optimizer if the DCA has not been able to collect data from the device for a period of 24 hours If customers are showing stale devices without an obvious
119. explanation the customer should be contacted to determine the reason A device may appear as stale for many reasons including e The device has been removed from the network e The device is turned off e The transmission port on the network is closed all devices display as stale e The computer installed with the DCA is turned off all devices display as stale 4 4 Troubleshooting database errors As a PrintFleet administrator you should review database errors on a periodic basis by analyzing the Event Viewer and SQL server logs By viewing these items you will know if there are any errors that need to be handled To review the Event Viewer 1 Click Start point to All Programs point to Administrative Tools and then click Event Viewer 2 Review and clear any error messages To review the SQL server logs in SQL Server 2005 1 Click Start point to All Programs point to Microsoft SQL Server 2005 and then click SQL Server Management Studio 2 Adjust server and authentication information as necessary usually the default information is correct and click Connect 3 In the Object Explorer area expand Management and then expand SQL Server Logs 4 Double click on the current or any of the archived server log files to review the log for any errors 113 PrintFleet Enterprise Administering PrintFleet Enterprise 4 5 Compressing backing up and restoring the database If you are using PrintFleet hosting ser
120. f 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 Click the Delete button 4 Click Confirm to verify deletion Alerts are sent via email to the email address specified when creating a new alert See Creating new alerts on page 61 Subject Alert Widgets Inc Low Toner Attachments E _AVG cettification_tet 268 B I 7 Device Nane Serial Number IP Address Supplies Status Service Codes LeD Alert Items Last Active Ic c8 Printer offline JTH071423 10 0 0 210 fK CRITICAL Engine Failure rror Contac Service Feb 04 200 ce r Requested eady To enter enus press bho LaserJet 4200 010C joNBx402580 192 168 1 12 K WARNING Lexmark T634 4130420 551 4130420 10 0 0 44 ox WARNING WARNING Tray 1 Low Low Paper Feb 04 200 flow 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 21 The al
121. formation on page 82 Note Default toner prices and yields are drawn from the PrintFleet Model Database Toner prices stored in this database are observed from major retail chains at the time the model was added to the database or from periodic updates thereafter Toner yields stored in the database are in most cases the stated OEM yields unless those were unavailable e Labor Enter a per page cost in one or both of the Copier and Laser rows The text boxes will hold up to four decimal places Do not type in front of your per page costs e Parts Enter a per page cost in one or both of the Copier and Laser rows The text boxes will hold up to four decimal places Do not type in front of your per page costs e Equipment Costs for this component are drawn from the default model records for each device and can be adjusted after cost components are selected e Margin This component does not need to be selected and is based entirely on the percentage entered in Enter a margin percentage in one or both of the Copier and Laser rows If you want a forty percent margin you should type in 40 not a decimal number Monthly Default Values 4 Click Assign Values 5 Click to select the check box to the left of each device name that you want to include in the CPI calculation Optionally you can select the Check Uncheck all Copiers check box and the Check Uncheck all Lasers check box to select all devices
122. g and importing device information 82 Assigning CPG charges s aci es beak 4 ee EATS BAG wa ee 84 Seli Virtual Meters eiria che yt Sa Re eRe Ae ae Rasa ea 85 3 12 Configuring meter exportS 1 a a 85 Transitioning from PrintFleet Optimizer 2 0 86 Configuring an external ERP system 1 0 eee es 86 Configuring meter MapS 1 aeaa aa a 88 Setting up meter export schedules 0 es 89 Configuring device maps exceptions only 0000s 90 Testing and troubleshooting sasaaa eaaa 91 Chapter 4 PrintFleet Enterprise Table of Contents 3 13 Managing DCA installations 1 cs 95 Generating PIN Codes for DCA version 4 0 or greater 95 Generating Manual Keys for DCA version 3 X 0 0 00 eee ae 95 Generating Automatic Keys for DCA version 3 x pregenerated 96 Managing DCAS wie mo anane Ten tate ee ae Bain aid Dea eae eae 97 Remotely managing DCA installations using Semaphore 98 3 14 Managing licenses system information and troubleshooting 99 Viewing license usage group and orphan statistics 99 Viewing product server and path information 99 Viewing email transmission logsS 00 02 ee eee 99 Querying the database 1 es 100 3 15 Configuring system wide settings 00 0 ees 100 Configuring general settingS 1 ce es 100 Configuring security settingS ce 102 Configuring device settingS
123. g 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 31 PrintFleet Enterprise Using PrintFleet Optimizer Logging in to the system Header ca area Navigation menu Main display area Done PrintFleet Optimizer Interface For more information on user accounts Managing users on page 73 Each user is assigned a unique user name typically an email address and password to log in to the PrintFleet Optimizer web console See Managing users on page 73 To log in to PrintFleet Optimizer 1 In your browser window navigate to your designated PrintFleet Optimizer URL for example https secure printfleet com 2 Enter your user name and password in the designated 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 passwo
124. ge begins upon notification of the outage by the customer to PrintFleet s technical support centre 613 549 3221 and ends when the affected service is restored Any time required for testing of the service by the customer after restoration will not be considered in the outage time calculation All compensation for downtime will be applied as a credit to your PrintFleet account Compensation cannot be converted to a monetary payment EXCLUSIONS FROM THE SLA Maintenance Windows PrintFleet Inc has scheduled Maintenance Windows between 3am and 6am EST Tuesdays Thursdays and Sundays except in EMEA countries where scheduled Maintenance Windows occur between 11pm and iam CET on Thursdays Notice for work to be completed during these windows will be provided with at least 24 hours notice Notice of scheduled maintenance will be provided to the customer s designated point of contact by email The customer is responsible for notifying PrintFleet of any changes in the contact information by 136 PrintFleet Enterprise sending an email to support printfleet com The downtime during these scheduled Maintenance Windows is excluded from the SLA Uncontrollable Events Service outages caused by natural disasters including but not limited to fires floods and ice storms war insurrection riot or any other event beyond the reasonable control of PrintFleet are excluded from the SLA Customer Caused Outages Any outage caused by a customer er
125. gned to Widgets in any cases where the Root and Widgets meter maps overlap in areas where they do not overlap it will use the meter map with the additional information This allows you to assign a basic meter map to all groups and devices and customize additional maps for specific groups and devices on an as needed basis To create a new meter map 1 On the Settings menu click Meter Export 2 Click Meters in the row of the external ERP system you want to create a meter map for 3 Click New Meter s 4 Select whole groups of devices and or individual devices to add to the meter map by doing one or both of the following 88 Setting up meter export schedules PrintFleet Enterprise Using PrintFleet Optimizer e Click to select the check boxes beside groups to add all devices associated with those groups e Click on the name of a group to view individual devices associated with the group Click to select the check boxes beside individual devices you want to add You can use the Check All Uncheck All or search function to simplify this process 5 Click Continue 6 Under the Destination Meter column enter the meter labels from the external ERP system as they correspond to the meters listed under the PrintFleet Meter column All available meters for the devices you selected will be displayed however you only have to enter corresponding field names for the ones you want included in the meter export 7 Optionally
126. hat you want to view never less than 1 week less than 2 weeks less than 3 weeks or less than 30 days ago 3 Click Apply Filter Filter By Text X close Cl Text 9 Filter By Status Type Management Managed Unmanaged Both Type O Network O Local Both Restrict To C Managed Supplies Managed Service Filter By Last Active Date M Active within last 100 days Filter By Supplies C Toner lt 10 O Include unknown O Last Supplies Order Never v 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 e3 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 Administrators can customize the number of days that the icon will appear next to new devices See Configuring system wide settings on page 100 Some device views use a traffic light system to display supplies status and device status A legend appears at the bottom of 36 PrintFleet Enterprise Using PrintFleet Optimizer 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 Caution for supplies Low
127. he 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 port 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 3 Click the Test button to verify that communication can be established with the central server You will receive either a success or failure messag
128. he hierarchical placement of the group drag and drop the group to be under the new parent group e To change other group properties click Edit and change the name alias and other group properties as desired 4 Click Save To view users and device counts for a group e On the Manage Groups screen in the Related Items area click to expand Users or Device Counts to display users or device counts for the group Device counts will display devices directly in the group and in a separate area devices in subgroups with a breakdown of their management status To create a DCA Key for the group e On the Manage Groups screen select a group and then click Create DCA You will be taken to the DCA Creation page with the group already selected See Managing DCA installations on page 95 Groups can be deleted at any time Associated subgroups and devices will be either deleted or moved depending on what option you choose To delete a group 1 On the Settings menu point to Group Management and then click Manage Groups 2 Click to select the group you want to delete 3 Click Remove 4 In the box that appears do one of the following e Click to select Delete this group and all associated sub object s e Click to select Delete this group and re assign all associated sub object s and then select a group from the Move To list 5 Click Remove Group 69 Assigning devices to groups Managing group types
129. hod POST gt User lt input name txtUsername type text gt lt br gt Password lt input name txtPassword type password lt DE gt lt input type submit value Login gt lt form gt lt body gt lt html gt Optionally the custom login page can be coded to read an error from the URL the parameter name is error For example the URL might be the following http mysite com custom login html error This can be done using a server side language or on the client side in regular HTML using Javascript To implement error handling using Javascript include the following script somewhere in the page for example in the lt head gt section lt script type text javascript gt function errorMessage returnOutput var queryRegex error amp l var urlRegex 2 if match queryRegex exec window location href var message match 1 replace g console log message replace g while matchUrl urlRegex exec message var charVal String fromCharCode parseInt matchUr1l 1 16 message message replace matchUrl1 0 charVal if message if returnOutput return message else document write lt b gt Error lt b gt message return message return false 108 PrintFleet Enterprise Using PrintFleet Optimizer lt script gt Include this fragment where you want to display the error
130. igured in 2 0 you will see one or more automatically generated external ERP systems These systems will match all 2 0 settings as best as possible There may be multiple instances of a single ERP system if for example multiple usernames and passwords were entered for a single system or an entry contained a typo making it appear different from others If this occurs it is suggested that you consolidate the systems into as few as possible to streamline maintenance of the system In general the easiest way to do this is to rebuild the configuration The PrintFleet Optimizer 2 1 meter export system is more flexible and requires less configuration and maintenance than the meter export system in 2 0 The advantages obtained in 2 1 are primarily a result of separating the configuration components external ERP system configuration meter mapping schedules device mapping If for example you need a different set of meter maps for one set of devices using 2 0 you would be required to make a completely new export and configure all components whereas using 2 1 you can simply add a new meter map to the associated external ERP system without impacting and without having to reconfigure any other component All other setup items for meter export are subordinate to the ERP system which must be configured first PrintFleet meter export is compatible with the following commercial ERP systems e Digital Gateway s e automate e OMD NetVision or OMD
131. ils 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 PrintFleet Enterprise Using the Printer Data Collector Agent 2 1 Distributing the DCA software As a PrintFleet administrator you can distribute the DCA software by any method you want For example you can provide it as a download on your website have it loaded onto a USB or burned onto a CD An easy and accessible way of distributing the DCA software is by using the DCA Install function included in PrintFleet Optimizer This allows anyone with access to PrintFleet Optimizer to quickly install a DCA from any Internet connected computer Alternately PrintFleet Optimizer can provide access to the DCA installation file Instructions for obtaining the DCA installation file using PrintFleet Optimizer are provided below To obtain the DCA installation file from PrintFleet Optimizer 1 On the Administration menu click DCA Install 2 Do one of the following e In DCA 4 x tab click the Printer DCA 4 x x x msi link and save the file to the computer e In DCA 3 x tab click the DCA_Install msi link and save the file to the computer The DCA Install screen displays the most rec
132. in your company name and in the Organizational Unit box type in the relevant department Click Next Warning If you decide to change the hostname for your PrintFleet Optimizer web console at a later date you will need to request and install a new SSL certificate 10 11 12 13 14 In the Common Name box type in the hostname for your PrintFleet Optimizer web console as chosen in Creating a DNS A address record on page 3 and click Next Enter your Country Region State province and City locality and then click Next Enter a file name for the certificate request for example cert txt and click Next Click Next on the summary screen to generate your certificate request also called a CSR Follow the instructions from your chosen certificate issuing authority to order your certificate This can consist of emailing your certificate request file CSR or copying and pasting the contents of the file into a webform You may also need to provide your company s IRS or provincial business number When you receive your certificate s you may receive root intermediate or other certificates in addition to your SSL certificate save and unzip them to the desktop of your Arranging your PrintFleet software installation PrintFleet Enterprise Introduction PrintFleet server in preparation for installation In most cases you will receive your certificate s within 48 hours To install
133. ing with device views on page 34 45 Home Device Views Reporting Device Views gt Device View gt Device Detail Notifications Settings Administratior PrintFleet Enterprise Using PrintFleet Optimizer Navigate between devices in the same group Group Root gt Widgets gt Brandon Test Group Name hp color LaserJet 2500 79CC Device Type Network Status IP Address 128 252 121 204 Serial MAC Address 00 01 6 4D BC 23 Asset Location Total Coverage Last Active 19 days aga Black Coverage First Seen Monday September 28 2009 Utilization Install Date Firmware Monday February 24 2003 K lt 4 hp color LaserJet 2500 79CC z gt wl OK CNBDBO4435 8 35 00 Source Estimated 8 00 Source Default 0 SYSTEM 20020612 JETDIRECT L 21 Display jowersave on More Errors More Service Miscellaneous Ease Meters Mode Additional Information Toner SKU Order Black Ic97004 Cyan IC97O14 Imaging Drum HP C9704A TT Magenta IC97034 KIT Unknown Yellow jc97024 Coverage Black Cyan Magenta Yellow 8 00 Source Default 9 00 Source Default 9 00 Source Default 9 00 Source Default Table 7 Supply Information Displayed in the Device Detail View Group Name IP address Status Location Utilization Serial number Asset number Total cover
134. ingle device over a specified time period 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 Some default custom reports are included in PrintFleet Optimizer and you can create an unlimited amount of your own custom reports See Building Custom Reports on page 57 To update to the most recent report see Obtaining report updates on page 58 Report properties including name title description role permissions code base chart type or individual reports for Executive reports can be changed at any time with the exception of the code base and chart type for Primary
135. install a server according to the following specifications e Minimum Hardware Specifications e Dual Core Xeon 1 6 GHz processor e 2GB RAM e Raid 1 2 X 10K RPM 146GB e Minimum Software Specifications e Microsoft Small Business Server 2003 R2 Premium Edition Windows Server 2003 Standard 32 bit or Windows Server 2003 Enterprise 32 bit operating system 123 PrintFleet Enterprise e SQL Server 2008 Standard Edition or MS SQL Server 2005 Standard Edition Port 443 tcp HTTPS Port 80 tcp HTTP or an alternate port as an option can use HTTP or HTTPS and selection is dependent on the PFE Server configuration should be opened for inbound connections Port 3389 tcp should be opened for inbound connections needed for PrintFleet Support Have a public IP address you can assign to your PrintFleet Enterprise server Choose a URL name you want to dedicate for your PrintFleet Enterprise server for example secure enterprise com Create a domain DNS A address record using the above URL to point to the public IP address of your PrintFleet Enterprise server Request and install an SSL 128 bit security certificate for your PrintFleet Enterprise server Your Enterprise server must operate on an external IP or in your DMZ and must not be included within another server s domain Store the server in a temperature controlled and physically secured NOC Network Operations Center within a server rack cabinet Have redundant power su
136. int to All Programs point to Microsoft SQL Server 2005 and then click SQL Server Management Studio 2 Enter your login information for the server and click Connect 111 PrintFleet Enterprise Administering PrintFleet Enterprise 3 In the Object Explorer window expand Databases pfo and then Tables R Microsoft SQL Server Management Studio jor x File Edit View Tools Window Community Help Ei new Query Oy D D Go Os oF el at i OB Be Object Explorer SEES Summary yx Connect TR mY aag F Great E PFESERVERD SQL Server 9 0 139 Gy Databases _ E GA System Databases LJ Tables EE Database Snapshots PFESERVERD Databases pfo Tables 50 Item s J Adventureworks J Adventureworksow E 9 pfo Created Q Database Diagrams System Tables Ga es E semaphore dbo 11 16 2007 5 Lal Views E alertdef dbo 7 25 2007 Bo Pama at Glalertdef_assignment dbo 11 16 2007 El Lal Programmabalty Garchive_pfsdump dbo 10 5 2006 E Service Broker Ga Storage E customers dbo 6 16 2006 m A Security E dashboardcolumn dbo 11 16 2007 m J ReportServer E data_archive dbo 11 16 2007 m J ReportServerTempDB E data_queue dbo 11 16 2007 m G Security E deakey dbo 10 5 2006 O Server Objects E dealers dbo 5 18 2006 E Replication E device dbo 12 4 2006 m E Management E device_pattern dbo 11 16 2007 E E SQL Server Agent E DeviceHistory dbo 6 8 2005 Semaillog dbo 1 26 2007 xl Ready A Vi
137. ise Using the Printer Data Collector Agent 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 17 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 contents 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 17 2 Under the General tab in the Ranges area under Scan List click Export 3 Save the file to the desired location To import
138. ise system you must first meet the requirements described in PrintFleet Enterprise Installation Requirements Agreement on page 123 Prior to PrintFleet installing your system you must create a DNS A address record with your domain and request and install an SSL 128 bit security certificate According to the timeline of your requirements agreement PrintFleet Technical Support remotely installs your PrintFleet Enterprise software components An A address record ties a hostname to an IP address In this case you must tie your chosen hostname Internet address for your PrintFleet Optimizer web console to the public IP address of your PrintFleet server This enables your PrintFleet server to handle the traffic for PrintFleet Optimizer To create a DNS A record 1 Choose a hostname to access the PrintFleet Optimizer web console Usually this is a subdomain of your existing corporate domain For example if the domain for your corporate website Requesting and installing an SSL 128 bit certificate PrintFleet Enterprise Introduction iS www yourdomain com your PrintFleet Optimizer hostname can be printfleet yourdomain com Have your network administrator create a DNS A record for your chosen hostname using the public IP address of your PrintFleet server For example an A record for PrintFleet s corporate domain can be www printfleet com A 64 85 73 21 In this case www printfleet c
139. isk of transmission difficulties e Network card 100mbit or higher e RAM 512MB or higher e Internet connected browser e Requirements for Local Print Agent e Operating System Windows XP Server 2003 Server 2008 Vista Windows 7 e Microsoft NET Framework 2 0 or higher e Requirements for DCA 3 x e Operating System Windows XP Server 2003 Server 20081 Vistat Windows 7 e Microsoft NET Framework 2 0 e Requirements for DCA 4 0 e Operating System Windows XP Server 2003 Server 2008 Vista Windows 7 no special instructions are required e Microsoft NET Framework 2 0 SP2 or NET Framework 3 5 SP1 or higher 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 Server 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
140. k box 10 Click to select the first recovery state option that includes RESTORE WITH RECOVERY 11 Click OK 4 6 Maintaining the server If you are using PrintFleet hosting services your server will be maintained by PrintFleet Technical Support If you are independently hosting your system it is recommended you do the following tasks at non peak times to keep the server in proper working order and to maximize uptime for users e Restart the IIS server software once every 24 hours e Restart the server once a week e Delete old database backup files that are no longer needed to maximize storage space on the server Note The preconfigured maintenance procedure outlined below will delete all bak versions of the database backup files If you want to delete the rar versions this has to be done manually Your PrintFleet Enterprise system contains a preconfigured procedure that will help maintain your database To access the PrintFleet Enterprise stored maintenance procedure 1 From the Object Explorer Area in Management Studio expand the pfo database folder 115 PrintFleet Enterprise Administering PrintFleet Enterprise 2 Expand Programmability and Stored Procedures 3 Double click dbo s_PFEMaintenance To access the SQL job that will trigger the PrintFleet Enterprise stored maintenance procedure to run 1 From the Object Explorer Area in Management Studio expand SQL Server Agent 2 Expand Jobs
141. l 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 55 PrintFleet Enterprise Using PrintFleet Optimizer e Advanced Select which occurrence of which day of the week in a month and interval in months that you want the report to run In the 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 Click Save Schedule Set Up Schedule Schedule Name Canon Page Count Report E mail address es demo printleet corn Start Date fenszo0e fizz7am Repeat Advanced M The 1st Mon of every 1 month s Date Range Advanced Report Start Month Start a m 0 Days M Report End
142. l this service e pfservices Users ashx action onetimepassword amp authuser authuser au thpass authpass amp login login e pfservices Users ashx action onetimepassword amp authuser authuser au thpass authpass amp userid userid The following is an explanation of the parameters used e authuser is the userid of a Root Administrator on the system It is recommended you create an account explicitly for this purpose and set Disabled to true This will prevent the user from logging into the web interface but not from using services e authpass is the password of the authuser user account e login is the login name of the user you want to generate the OTP for e userid is the userid GUID of the user you want to generate the OTP for Note Only one of login or userid needs to be specified to call the service Either a POST or a GET can be used with this method If using a GET be sure to send all parameters using URL encoding For example an email address demo example com would be encoded as demo 40example com The web service will either return the password as the only response with a 200 OK HTTP response code or it will return a 500 error HTTP response code with the text ERROR message To request an OTP using the SOAP web interface There is a standard SOAP 1 1 or 1 2 web service for requesting oneTimePasswords located at pfservices Users asmx See pfservices Users asmx WSDL for the WSDL
143. lays 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 2 Do the Device Detail view click the Service tab one or more of the following 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 60 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 66 To view the service history for the device click the icon beside Service History to view the Date Time Severity 49 PrintFleet Enterprise Using PrintFleet Optimizer Updated By Maintenance and Notes for each service history item directly in the Service tab or click Service History or Mal to go to the Service History screen See Viewing editing and exporting service history on page 80 wigtellaneous Model Additional Information Supplies Meters ESERI Alerts J past 100 e mails Flags al past 100 e mails G Service History TH Date Time
144. lect a method from the list underneath The following properties 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 serial Asset Sasset sample output HP 1000 Serial 1234 Asset ABC Sname Sip Smac 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 See Managing users on page 73 for instructions on how to force a user to change their password the next time they log into the system 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
145. lue 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 17 2 Under the General tab in the Transmission Options area type or select the desired scan interval in minutes in the Scan Interval box 3 Click Save 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 21 Setting the Local Print Agent timeout Setting the number of SNMP retries PrintFleet Enterprise Using the Printer Data Collector Agent populated are reporting no information
146. managing 95 licenses device updating 112 viewing status of 99 location 38 log files deleting 28 logging in to PrintFleet Optimizer 32 M maintenance See flags See service history managed devices 81 map images accepted formats 41 delete 43 download 43 flip 43 rotate 43 upload 41 zoom 41 Maps view 40 margin 59 maximum devices DCA 10 meter export configuring external systems 86 mapping devices to external systems 90 mapping meters to external systems 88 overview 85 requirements for Digital Gateway 87 Evatic 88 La Crosse 88 OMD 87 result messages 92 scheduling 89 testing 91 troubleshooting 91 meters PrintFleet Enterprise Index tab Device Detail View 48 yesterday 38 See also meter export See also reports Microsoft SQL Server 2005 111 model support 1 multiple subnets 10 N name template device 74 network load DCA 30 network timeout 10 new devices configuring days marked as 104 viewing 36 notifications alerts 60 flags 66 See also alerts See also flags 0 OK status 37 OMD meter export 87 P page counts See meters page coverage data source 47 device detail 46 parts cost 59 password strength 103 permissions See roles PIN Code DCA generating 95 ports SSL 6 power usage report 54 primary reports See also reports primary reports list of 53 printers See devices PrintFleet Enterprise administrating 110 118 architecture 110 installing 3 requirements 123 requirements hosted 125 upd
147. map under the External ID column Depending on your system this may be a unique ID serial number asset number etc e If you are using e automate or OMD click Auto Map to automatically populate the External ID column Note This will occur automatically without having to click the Auto Map button however it can be used to force an additional sync with the external ERP system for instance if you have corrected a serial asset number in the PrintFleet system and want to immediately map the changed device 5 Click Save You can manually force a meter export to occur the next time the export process runs every 10 minutes without taking into account your permanent export schedules This allows you to test and troubleshoot a meter export configuration You should follow these steps to test and troubleshoot 1 2 Manually force a meter export to occur Verify with the external ERP system that all desired meters have been submitted If there are any meters in the external ERP system that you expected to populate but did not check the PrintFleet meter export log to determine the reason that those specific meters did not export manually force a meter export to occur On the Settings menu click Meter Export Click Schedules in the row of the system you want to test Under the Run Export column click Run in the row of the schedule you want to test The meter export will occur within the next 10 minutes To view the me
148. method and port 13 Using proxy settingS sasaaa 14 Changing the web service timeout 00 ee es 14 Enabling Intelligent Update 2 0002 ee eee 14 Enabling a Service Bridge aa es 15 Troubleshooting DCA communication problems 5 16 2 5 Configuring network scan settingS ee es 16 Managing scan profiles 10 aaa es 17 Specifying which devices to scan 1 es 17 Enabling scanning of network and or local devices 20 Enabling broadcast scanning 000 ee eee eee 20 Enabling Rapid Scan sasaaa aaa 21 Setting the scan and transmission interval 000 0a ee 21 Chapter 3 PrintFleet Enterprise Table of Contents Setting the network timeout 0000 c eee ee 21 Setting the Local Print Agent timeout 005 22 Setting the number of SNMP retries 200000505 22 Using Focus Scans isso aed awe PE eee ER eee eS 23 Storing SNMP community stringS 1 0 ee ee 23 Masking private datay i 44 2200 nhac ead Peg waa ee a ES 24 Enabling SNMP traps 0 000 eee es 24 Disabling real time DCA status 0 000002 eee eee 25 2 6 Managing local devices with Local Print Agent 0000es 25 2 7 Viewing queue archive and logfiles 0 cee es 27 Deleting old archive and log files 000000505 28 2 8 Configuring language and read write settings 000 eee 28 2 9 Updating the DCA software
149. n 8 Test the security certificate by pointing an Internet browser to https yourchosenhostname and confirm that the lock icon appears on the status bar PrintFleet Technical Support installs all required software to support PrintFleet Enterprise Server To install DCA see Installing and activating the DCA on page 9 To install Local Print Agent see Managing local devices with Local Print Agent on page 25 Onsite technical training is required and is designed to address any issues and prepare your designated PrintFleet Administrator s to launch the system Your PrintFleet software installation is arranged according to either PrintFleet Enterprise Installation Requirements Agreement on page 123 or PrintFleet Enterprise Hosted Requirements Agreement on page 125 depending on whether or not you use PrintFleet hosting services Contact your PrintFleet representative for further details on arranging your software installation PrintFleet Enterprise Introduction 1 4 Obtaining software updates New software releases are available on a periodic basis To update the DCA software see Updating the DCA software on page 29 To obtain updates for PrintFleet Enterprise components other than the DCA contact PrintFleet Technical Support 1 5 Contacting Technical Support PrintFleet Technical Support is detailed in Schedule A PrintFleet Maintenance and Support in Appendix C PrintFleet Enterprise License Ag
150. n existing DCA 1 Click the Edit option beside the DCA in the DCA Listing page Alternately in the DCA Information page click Edit Make changes to the DCA Name Group Expiry Date or Custom Message fields and then click Save To delete an existing DCA 1 Click the Delete option beside the DCA in the DCA Listing page or in the DCA Information page click Delete A dialog box prompts you to confirm your wish to delete this DCA Click Confirm to complete the DCA deletion or Cancel to abort the DCA deletion After deletion files will not be processed for the DCA 97 Remotely managing DCA installations using Semaphore PrintFleet Enterprise Using PrintFleet Optimizer To set a DCA Inactive 1 In the DCA Information page for an active DCA click Set Inactive 2 Adialog box prompts you to confirm your wish to set this DCA to Inactive 3 Click Confirm to set to inactive or Cancel to abort With an Inactive status files will not be processed for the DCA To set a DCA Active 1 In the DCA Information page for an inactive DCA click Set Active The DCA will have an active status and files will be processed To create a new PIN Code for a DCA only available for DCA version 4 0 or greater 1 In the DCA Information page click Create New PIN 2 A dialog box prompts you to confirm your wish to create new PIN for the DCA 3 Click Confirm to create a new PIN Code or Cancel to abort The new PIN C
151. nt for the new group For example to create a location group for a customer select the group for the specific customer or to create a top level group select Root Group Click New Group Select one of the following group types from the Type list and then click Select e Dealer for groups that represent a dealer e Customer for groups that represent a customer e Group for any other group type Enter a name for the group in the Name box Enter an alias for the group in the Alias box If you selected a group of type Dealer or Customer complete the address and other fields under the Dealer Information or Customer Information areas this includes the Supplies Ordering Email field where supplies orders will be sent to if the supplies ordering function is active Click Save Group properties can be changed at any time including the hierarchical placement You can also view related items for existing groups such as users and a breakdown of device counts from the Manage Groups screen For groups of type Customer there is also a 68 PrintFleet Enterprise Using PrintFleet Optimizer link to create a DCA Key To change the devices contained in a group see Assigning devices to groups on page 70 To edit or view users and device counts for a group 1 On the Settings menu point to Group Management and then click Manage Groups 2 Select the group you want to edit 3 Do one or both of the following e To change t
152. o scan on page 17 2 Enable the local device scanning option See Enabling scanning of network and or local devices on page 20 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 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 25 PrintFleet Enterprise Using the Printer Data Collector Agent There are three methods to install Local Print Agent 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
153. oad e To use an image from a URL type the URL of an uploaded image in the From URL box and then click Load 4 Click Test to preview the changes 5 Click Save The front and back pages that appear on generated Executive Reports can be customized If you choose a new custom image PrintFleet will automatically scale the image to fit as necessary To customize the Executive Report cover 1 On the Administration menu click Custom Branding 2 Select the group that the branding applies to 3 In the Exec Report Start area do one of the following to customize the front cover e To use an image from a file click the Browse button to locate an image file on your computer and then click Upload e To use an image from a URL type the URL of an uploaded image in the From URL box and then click Load 4 In the Exec Report End area do one of the following to customize the back cover 105 Customizing interface colors and fonts PrintFleet Enterprise Using PrintFleet Optimizer e To use an image from a file click the Browse button to locate an image file on your computer and then click Upload e To use an image from a URL type the URL of an uploaded image in the From URL box and then click Load 5 Click Save Interface components such as background colors text color and font type can be customized Specifically the following interface components can be given custom styles ee BS PRINTFLEET Ss OPTIMIZER
154. ode will be generated and the DCA will be in a pending activation state Until reactivated files will not be processed for the DCA You can post commands for the DCA to check using PrintFleet Optimizer s Semaphore capability Semaphore commands are only available for active DCAs that have processed files at least once Posted commands will be followed by the DCA if it has Intelligent Update enabled See Managing the DCA service on page 12 and Enabling Intelligent Update on page 14 To use Semaphore to send a command to a DCA client 1 On the Administration menu select DCA Administration In the DCA Listing page click on the DCA name to display the DCA Information page and then click the Semaphore tab 2 In the Semaphore tab click Add a new command e From the Command type dropdown select one of the available options e Input any required information see Table 17 e Select a Run Schedule option select ASAP or select a date from the calendar and enter a time 98 PrintFleet Enterprise Using PrintFleet Optimizer e Click Create Table 17 Available Semaphore Commands for the DCA Command Function and Required Values DEACTIVATE Stops the DCA service Does not require any input values UPDATE Updates the DCA software to the most recent available on the PrintFleet Enterprise server Does not require any input values MIBWALK Performs a complete MIB walk device scan for one device Device s
155. om is the hostname and 64 85 73 21 is the public IP address of the web server After you create your DNS A record you can use your chosen hostname to access the PrintFleet Optimizer system from the Internet If you independently host your PrintFleet Enterprise system you must request and install an SSL 128 bit certificate for your PrintFleet Enterprise server This ensures the security of data transmissions from the DCAs at customer locations to your server For IIS 6 0 you must do the following steps prior to requesting a certificate Create a DNS A record with your company domain name See Creating a DNS A address record on page 3 Choose a certificate authority to purchase an SSL 128 bit certificate from Note PrintFleet recommends purchasing SSL certificates from www verisign com or www thawte com There are known problems with certificates purchased from some issuing companies and it is suggested you purchase your certificate from a company recommended by PrintFleet For all other versions of IIS see your network administrator To request an SSL 128 bit certificate 1 While logged into your PrintFleet server click Start click Control Panel and then double click Administrative Tools Double click Internet Information Services IIS Manager Under Internet Information Services expand your local computer expand Web Sites and then right click the PrintFleet web site and click
156. on or initial training process e Monitor new customers and installations closely for the first two weeks while they are getting started with the software e Consider providing 24 hour support using mobile devices 4 8 Distributing software updates It is the responsibility of the PrintFleet administrator to distribute software updates to their clients as they see fit Updates at the client location would primarily be for the DCA Updates for the DCA can be distributed to remote installations from your central server 4 9 Integrating PrintFleet Optimizer logins with an existing system using one time passwords One time password OTP functionality is designed to allow you to implement single sign on where a user signs onto a separate software system and at the same time is signed onto PrintFleet Optimizer An OTP can be requested for a user account by a user who is a Root Administrator By default OTPs have a lifetime of one minute Once the OTP is used to login it is deleted so OTPs cannot be reused 118 Requesting a one time password PrintFleet Enterprise Administering PrintFleet Enterprise OTPs can be up to 50 characters in length and although the current implementation uses 32 character hex strings any process designed should allow up to 50 characters to remain consistent with the internal design There are four ways to create a new OTP e Using the getUserOTP SQL stored procedure e Using the userOTP table direc
157. onfigured command timeout You can set the maximum number of seconds that any database query or command can take before it times out To configure database settings 1 On the Administration menu click Configuration 2 In the Database Settings area enter the maximum number of seconds for a database query or command in the Command Timeout box 104 PrintFleet Enterprise Using PrintFleet Optimizer 3 Click Save 3 16 Branding the user interface Customizing the product logo Customizing the Executive Report cover The user interface for PrintFleet Optimizer can be branded to match your company s marketing initiatives If necessary branding settings can be customized for different groups The following items can be branded in the user interface e Product logo e Executive report cover front and back e Area and font colors e Product name e Login screen The logo that appears in the upper left corner of the PrintFleet Optimizer interface can be customized Any web format image is acceptable PrintFleet will automatically scale the image to fit but an original size of 70 pixels high by 280 pixels wide would be ideal To customize the logo 1 On the Administration menu click Custom Branding 2 Select the group that the branding applies to 3 In the PFO Logo area do one of the following e To use an image from a file click the Browse button to locate an image file on your computer and then click Upl
158. opriate 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 28 PrintFleet Enterprise 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 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 you can update remotely using Semaphore if Intelligent Update
159. or PrintFleet Optimizer can be customized As part of the PrintFleet Integrated Marketing Package you will receive a custom designed login screen for your PrintFleet Optimizer interface A custom login screen is an HTML page that sends the input username and password to the main PrintFleet Optimizer login page using a post command For a custom login screen to function properly you need to include the following form tags in the HTML of the custom login page lt form action https yourserverURL login aspx method post name frmLogin id frmLogin gt lt form gt Note In this example https is used because under most circumstances you will have associated your login page with an SSL certificate See Requesting and installing an SSL 128 bit certificate on page 4 If however this has not been done http can be used The custom login page is effectively automatic using a cookie to store the URL of the login page The custom login page can be hosted anywhere When a user attempts to log in to PrintFleet Optimizer the HTTP Referrer header sent by the client will be stored in a cookie and any links that would normally go to login aspx will instead go to this URL 107 PrintFleet Enterprise Using PrintFleet Optimizer The following is an example of the minimum HTML required for your PrintFleet Optimizer login page lt html gt lt body gt lt form action http printfleet com pfo login aspx met
160. ork administrator open the selected port you have a valid SSL security certificate if you are attempting to send via HTTPS see Requesting and installing an SSL 128 bit certificate on page 4 for instructions on setting up a proper 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 on page 9 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 Configuring network scan settings The DCA network scan settings determine how the DCA collects information from the internal network and provides options for 16 Managing scan profiles Specifying which devices to scan PrintFleet Enterprise Using the Printer Data Collector Agent transmitting the information to the central server Scan profiles can be used to configure multiple types of network scans that will run independently for exam
161. ot 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 138 PrintFleet Enterprise 4 PROPRIETARY RIGHTS All intellectual property 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
162. out device view which can be clicked to view the device s flag settings An email will also be sent to the specified address Subject Flag Alert Supplies Order View 5 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 MARKO1 EJ HP Color LaserJet 2840 Location Martketing Current Page Count Life 9551 Assigned By Demo Accomt HP LaserJet 1022n 0080 Technician Name Flag Type Cleaning Comments KPNICA MINOLTA magicolor i KPNICA MINOLTA magicolor 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 A A 66 Closing flags Editing flags 3 7 10 PrintFleet Enterprise Using PrintFleet Optimizer Type in an email address where a flag notification will be sent in the E mail box Click to select either Trigger Page Count or Trigger Date If Trigger Page Count is selected type the life
163. owners sales representatives service technicians and administrative personnel grow and streamline their business This is a comprehensive guide covering all aspects of administering and using the PrintFleet Enterprise system including e Using the Printer Data Collector Agent e Using PrintFleet Optimizer e Administering PrintFleet Enterprise This chapter discusses e Device support e Installation requirements e Installing PrintFleet Enterprise e Obtaining software updates 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 Locally connected devices can be partially supported by using the PrintFleet Local Print Agent add on application If you find a model that is not currently supported contact PrintFleet Technical Support to inquire about possible future PrintFleet Enterprise Introdu
164. ple 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 13 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 install 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
165. pply and surge protection meeting or exceeding ANSI requirements Have reliable and redundant high speed broadband connections to the Internet from the hosting NOC Must allow PrintFleet Support personnel access into the Enterprise server via remote desktop for periodic maintenance updates and support The port through which remote access is allowed is determined by the client Have a dedicated full time IT resource for the PrintFleet Enterprise server with three or more years experience supporting Windows servers Designated PrintFleet Enterprise Administrators must be given Administrator privileges to the Enterprise server including RDP to access the database and the PrintFleet Admin Console running on the server Timeline for Server Acquisition and Installation 1 month prior to Technical Training Conference call to discuss your Technical Training and review Installation Requirements 3 weeks prior to Technical Training All required hardware and software must be ordered by the client 2 weeks prior to Technical Training Server system must be up and running with all accompanying server software installed PrintFleet must have the required information needed to RDP into the server and install the PrintFleet system I AGREE THAT OUR CORPORATION HAS MET AND COMPLIED WITH THE ABOVE REQUIREMENTS PRINT NAME SIGNATURE COMPANY DATE 124 PrintFleet Enterprise Appendix B PrintFleet Enterprise Hosted Re
166. quirements Agreement As a PrintFleet Enterprise client using hosting services you must meet the following requirements Allow PrintFleet to acquire appropriate hardware and software for your PrintFleet Enterprise system according to the following specifications e Minimum Hardware Specifications e Dual Core Xeon 1 6 GHz processor e 2GB RAM e Raid 1 2 X 10K RPM 146GB e Minimum Software Specifications e Windows Server 2003 Standard 32 bit recommended Windows Server 2003 Enterprise 32 bit or Microsoft Small Business Server 2003 R2 Premium Edition operating system e SQL Server 2008 Standard Edition or SQL Server 2005 Standard Edition e System may be hosted on a virtual server using Microsoft Virtual Server 2005 or Microsoft HyperV Port 443 tcp HTTPS Port 80 tcp HTTP or an alternate port as an option can use HTTP or HTTPS and selection is dependent on the PFE Server configuration should be opened for inbound connections Port 3389 tcp should be opened for inbound connections needed for PrintFleet Support Choose a URL name you want to dedicate for your PrintFleet Enterprise server prior to your technical training session Create a domain DNS A address record using the above URL to point to the public IP address of your PrintFleet Enterprise server Agree that PrintFleet Support personnel will have the right to access the PrintFleet Enterprise system for periodic maintenance updates and support Agree
167. rd 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 w 32 Using the search function Changing your preferences PrintFleet Enterprise 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 Optimizer interface 2 Press Enter or click Results are displayed and separated into users devices and groups User results display the login name first name last name last login date and time the groups and roles assigned to the user and links to edit copy or delete the user from the user edit screen if applicable to the current user See Managing
168. reement Contact PrintFleet Technical Support at support printfleet com In North America call toll free at 1 613 549 3221 Option 1 In Europe Middle East or Africa call 41 62 777 41 58 Chapter 2 PrintFleet Enterprise Using the Printer Data Collector Agent 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 your 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 This chapter discusses e Distributing 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 features for configuring and optimizing your DCA settings consult the PrintFleet Suite Pro User Guide for further deta
169. reports which cannot be changed 54 Scheduling reports PrintFleet Enterprise Using PrintFleet Optimizer To edit a report 1 On the Administration menu point to Reports and then click Report Manager 2 Click Edit in the row of the report you want to change 3 Make desired changes to the report 4 Click Save All reports can be deleted at any time To delete a report 1 On the Administration menu point to Reports and then click Report Manager 2 Click Delete in the row of the report you want to delete 3 Click Confirm to verify that you want to delete the report Scheduled reports are configured to email to a specified recipient at 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 e Select other options as necessary depending on which report you have chosen This may include selecting a group customer 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 emai
170. rify the code Click the Substitutions tab to view the variables that can be used in the code 8 For graphical reports click the Chart tab and complete the following fields e Select the type of graph from the Chart Type list Options are Bar Line Stacked Bar or Pie e Specify the field for the x axis in the X Axis Field box id 57 Obtaining report updates Using the Cost per Image CPI Calculator PrintFleet Enterprise Using PrintFleet Optimizer e Specify the field s for the y axis in the Y Axis Field box 9 Click Save See Editing and deleting reports on page 54 for information on editing and deleting custom reports Updates for standard reports can be obtained from PrintFleet whenever they are available using the Report Sync function in PrintFleet Optimizer Warning Obtaining updates to reports that you have edited the code for will override the customizations you have made These reports will display Locally Modified under the Status column of the Report Sync screen To obtain report updates from PrintFleet 1 On the Administration menu point to Reports and then click Report Sync 2 For reports with one of the following indicators under the Status column click Perform Action to obtain updates to the report Note You will have to check the individual checkboxes or check the Select New Select Update Available or Select Deleted checkbox e Update Available
171. rom 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 17 2 Under the Advanced tab in the Miscellaneous area click to select the Enable SNMP Traps check box 24 Disabling real time DCA status PrintFleet Enterprise Using the Printer Data Collector Agent 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 scanned Status Communication Scan File Viewer Service DCA Status Installed S Running SF 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 t
172. ror which includes but is not limited to software misconfiguration and customer hardware failures are not covered under the SLA The Global Internet Any outage on the Internet outside of the PrintFleet Enterprise Hosting Networks at the class A data center is not covered under the SLA Incomplete provisioning The SLA starts at the time when the provisioning of the service is complete 137 PrintFleet Enterprise Appendix E 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 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 n
173. row down the devices you want to view See Filtering and sorting data on page 35 4 Do one or both of the following e Click to select one of Managed Unmanaged or Hidden in the row of each device that you want to change the status for 81 Exporting and importing device information PrintFleet Enterprise Using PrintFleet Optimizer e Click to select one or both of Managed Supplies and Managed Service in the row of each device that you are managing supplies and or service 5 Click the Save button Group Selection Widgets Inc Name bs Group Breadcrumb Managed 192 Unmanaged 10 Hidden 2 Managed Supplies 1 Managed Services 0 Filters a HP 34169A DESIGNJET 500 C7770B 006 Widge D o HP 379346 DESIGNJET 800PS C7779C Widgets gt Widgets inc o o o HP 37942A DESIGNJET 800 C7808 DEF Widgets gt Widgets Inc 0 Oo Oo HP JetDirect External DESIGNJET 500 C7 Widgets gt Widgets Inc gt Kingston HQ gt 3r o o o HP JetDirect DESIGNJET 500 C7770B OC Widgets Widgets Inc 0 0 D D Aficio 1013F 0066 Widgets gt Widgets Inc gt Kingston H gt 2n o o E o Aficio SP 222DN 0E77 Widgets Widgets Inc gt Kingston H gt 2n o o Brother MFC 9440CN 0E90 Vidgets gt 0 o o C3530 MFP 0E22 Widgets gt Widgets Inc gt Kingston HQ gt Se o o m C3600 0E68 Widgets 0 0 o o C5550 MFP 0EB9 Widgets Widgets Inc o o o 5850
174. rprise Using PrintFleet Optimizer e Click to select the Force Password Change At Next Login box to require the user to change their password the next time they login e Enter a customized way to display device names throughout the system in the Device Name Template box or select a method from the list underneath The following properties are accepted name id serial asset ip mac location hostname lcd systemname systemlocation systemdescription groupname groupbreadcrumb guserlogin userid username and description The following are examples of strings that can be used Sname Serial serial Asset Sasset sample output HP 1000 Serial 1234 Asset ABC Sname Sip Smac sample output HP 1000 192 168 1 104 00 01 02 aa bb cc In the User Access area click Add Entry Select a group that the user will have access to and click Give Access If a group contains one or more subgroups the user will have access to those groups as well To give a user access to all groups select Root Group Select one or more roles the user will have for the selected group and click Save Their final permissions the user has will be the combination of the permissions granted to all selected roles Repeat steps 6 and 7 to give the user access to additional groups To create a user account with the same permissions group access and roles as an existing account 1 2 5 On the Administration menu click U
175. rs assigned to it Double check PrintFleet has established a device mapping for the device and ensure the correct meters are assigned to it in PrintFleet MeterSourceDoesnt Exist The meter source does not exist in the ERP system The meter source entered for the ERP system in PrintFleet must match exactly to a meter source configured in the ERP system case sensitive 92 PrintFleet Enterprise Using PrintFleet Optimizer Table 15 Meter Export Log Result Messages Errors Result Message Communication Error Cause PrintFleet could not communicate with the ERP system timeout ERP system is offline etc Possible Solutions Ensure the ERP system is online and accepting web requests Double check the system configuration to ensure the correct credentials have been added for this system AuthenticationError The credentials entered for the ERP system are incorrect Double check the system configuration to ensure the correct credentials have been added for this system OtherError PrintFleet did not receive a specific error message from the ERP system an unhandled exception so we log a generic error message The error message returned will always be different It should be very specific to what the problem is MeterDoesntExist The meter label configured in PrintFleet for the meter mappings does not exist for this specific devi
176. s and maintenance releases as determined by PrintFleet e Unlimited telephone and email support inquiries e Two support contacts two assigned employees of the customer may contact PrintFleet support In order to provide software Updates and Upgrades and maintenance releases PrintFleet Support requires remote access to the customer s PrintFleet Enterprise or PrintFleet Enterprise server PrintFleet Support will contact the customer s server administrator prior to accessing the server 132 PrintFleet Enterprise PrintFleet Support Priority Levels Every telephone and email inquiry to PrintFleet Support will be classified into one of the priority levels outlined below The classification of a support inquiry will determine expected response and resolution times during business hours Table 1 PrintFleet Support Priority Levels Priority Level Urdenc Response Time Resolution Time y g y in Business hours in Business hours 1 HIGH 4 hours 24 hours 2 MEDIUM 24 hours 3 business days 3 LOW 24 hours 24 hours 4 FEATURE REQUEST 2 business days Determined on a case by case basis The following gives specific descriptions and examples of each priority level Priority Level 1 HIGH Description A support case is classified as Priority Level 1 when the user has identified an issue in the system that prevents remote monitoring of devices prevents access to the system and or prevents obtaining inform
177. s that was designated for your company to export information into your Evatic system in the Email To box e Enter any email address into the Email From box e Enter any email subject line into the Subject box 11 If you have chose PFI Export e Enter the URL of the PFI Export system in the Destination URL box 12 Choose the field that you want devices to be automatically mapped by from the Sync By list Most commonly serial number is used and this is the default selection 13 Optionally enter the number of days a device must have reported in to be included in the meter export in the Device Stale Days box value must be greater than 1 14 Click Save Meter labels used by PrintFleet software must be mapped to the meter labels used by the external ERP system For example if the meter called Total in the PrintFleet system is called Total_Count in the external ERP system this association must be defined for the meters to export properly A meter map in PrintFleet is a series of these associations applied to one or more groups and or individual devices Multiple meter maps for one external ERP system can be created Meter maps will be applied to devices based on the meter map applied to the group closest to it For example if the group Root that includes all groups and all devices has a meter map assigned to it and the group Widgets has another meter map assigned to it devices within the group Widgets will use the meter map assi
178. 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 17 2 Under the General tab in the Ranges area under Scan List click Import 3 Select and open a properly formatted text file Click Save You can also use PrintFleet Suite Pro purchased separately to determine the appropriate scan ranges prior to configuring the DCA To determine the optimal IP range settings using PrintFleet Suite Pro 1 In PrintFleet Auditor click Advance Scan 2 Do one of the following 19 Enabling scanning of network and or local devices Enabling broadcast scanning PrintFleet Enterprise Using the Printer Data Collector Agent e If the location has less than 100 users click QuickScan 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 devic
179. se Using PrintFleet Optimizer e Click Add Printer click to select the device you want to add from the list and then click the location on the map that you want to place the device e Right click the place on the map image where you want to place a device point to Add new printer and then click to select a device from the list 4 Drag the device until it is in the precise location you want it 5 Click Save View Settings Edit Layout Add Printer Save _Cancel J image tools G O 3 Add new printer Add Devices Add Misc Add People A Mawork aficio 1013F 0066 Hs H9248502365 Cc CLC1180 2 0 0042 L To place computing devices people or other miscellaneous icons on a map 1 In the Map view under the Options column click Edit for the map you want to edit 2 Click the Edit Layout tab 3 Right click the place on the map image where you want to place a computer building or person and do one of the following e To add a computer point to Add Devices and click to select the icon you want to add from the list e To add a person or group of people point to Add People and click to select the icon you want to add from the list e To add other miscellaneous icons point to Add Misc and click to select the icon you want to add from the list Drag the object until it is in the precise location you want it 5 Click Save To move an imaging device image or other icon 1 In
180. se and PrintFleet Enterprise customers Per device maintenance must be purchased annually to continue to receive maintenance and support The policies and support availability outlined in this document are subject to change with notification to affected customers Support for PrintFleet Suite Pro is limited to email support only with the exception of a one time telephone support call if required for initial activation and setup The initial response time for PrintFleet Suite Pro email inquiries is 24 hours Resolution times will be determined on a case by case basis Obtaining Assistance PrintFleet provides support for PrintFleet Enterprise and PrintFleet Enterprise customers according to the following charts Support North America Hours Telephone Email 08 00 18 00 Toll Free 1 866 382 8320 Option 1 support printfleet com Eastern Time Tel 1 613 549 3221 Option 1 Monday Friday Excludes holidays in the province of Ontario Canada Support Europe Middle East Africa Hours Telephone Email 8 30 12 00 CET and Tel 41 62 777 41 58 support emea printfleet com 13 00 17 00 CET Central European Time Monday Friday Excludes holidays within Europe in which case all inquiries will be directed to PrintFleet Inc corporate headquarters in Ontario Canada Components of PrintFleet Maintenance and Support PrintFleet Maintenance and Support includes e Software Updates Upgrade
181. select the Attribute is required check box 5 By default the Attribute is enabled check box is selected which will make the custom field enabled as soon as it is saved If you do not want the custom field immediately enabled click to deselect the Attribute is enabled check box 6 Select the type of data that will be entered in the field from the Attribute Type list 7 Enter a default value for the custom field in the Default Value box this is optional for fields that are not required and mandatory for fields that are required 8 Click Add 9 Click Save Table 13 Attribute Types for Custom Device Fields Attribute Type Description Uniqueldentifier Globally Unique Identifier 32 character hex value Text Plain text value Date Date value Email Email address value Yes No A check box value that can either be selected or not Number Integer value no decimals Decimal Decimal value You can specify whether or not a group will inherit the custom device fields created for its parent group the closest group that contains the selected group By default this option is selected 78 PrintFleet Enterprise Using PrintFleet Optimizer To specify whether a group inherits the custom device fields from its parent group 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select a group from the group list 3 Do one of the following e To have the gro
182. sers Under the Options column click Copy in the row of the user account with the permissions you want to duplicate alternatively click Edit and then click Copy on the user edit screen Complete fields in the Information and Settings areas Optionally edit default permissions in the User Access area Click Save After a user account is created it can be edited at any time To edit an existing user account I 2 3 4 On the Administration menu click Users Under the Options column click Edit in the row of the user account you want to edit Change the user account information as desired Click Save If a user account is no longer needed it can be deleted or disabled at any time Deleting a user will remove it from the system 74 PrintFleet Enterprise Using PrintFleet Optimizer Disabling a user will retain the user record in the system but will remove access to the software To delete a user account 1 On the Administration menu click Users 2 Under the Options column click Delete in the row of the user account you want to remove 3 Click Confirm to verify deletion To disable a user account 1 On the Administration menu click Users 2 Under the Options column click Edit in the row of the user account you want to disable 3 Under the Settings area click to select the Disabled check box 4 Click Save 3 9 Managing roles Roles are used to assign permissions to users One rol
183. specifications This page will not work unless it is accessed over SSL this is a security precaution that prevents login credentials from being transmitted in plain text An error will be issued if the service is accessed by a method other than HTTPS There are two methods to request an OTP using the SOAP web interface e GetOneTimePasswordByLogin e GetOneTimePasswordByUserld 120 PrintFleet Enterprise Administering PrintFleet Enterprise SOAP 1 1 Example Request GetOneTimePasswordByLogin POST pfservices Users asmx HTTP 1 1 Host localhost Content Type text xml charset utf 8 Content Length length SOAPAction http tempuri org GetOneTimePasswordByLogin lt xml version 1 0 encoding utf 8 gt lt soap Envelope xmins xsi http www w3 org 2001 XMLSchema instance xmins xsd http www w3 org 2001 XMLSchema xmins soap http schemas xmlsoap org soap envelope gt lt soap Body gt lt GetOneTimePasswordByLogin xmins http tempuri org gt lt authinfo gt lt UserId gt string lt UserId gt lt Password gt string lt Password gt lt authinfo gt lt login gt string lt login gt lt GetOneTimePasswordByLogin gt lt soap Body gt lt soap Envelope gt SOAP 1 1 Example Response GetOneTimePasswordByLogin HTTP 1 1 200 OK Content Type text xml charset utf 8 Content Length length lt xml version 1 0 encoding utf 8 gt lt soap Envelope xmins xsi http www w3 org 2001 XMLSchema
184. sting Services Service Level Agreement PrintFleet Enterprise Server Collocation and Hosting Services Service Level Agreement This agreement represents the Service Level Agreement SLA for PrintFleet Enterprise Server Collocation and Hosting Services between PrintFleet Inc PrintFleet and you the customer This SLA is in addition to the PrintFleet Enterprise Service Level Agreement for customers who have purchased PrintFleet Enterprise Server Collocation and Hosting Services PrintFleet may modify these terms and conditions effective immediately after notification to the customer SERVICES COVERED UNDER THIS AGREEMENT PrintFleet Enterprise Server Collocation PrintFleet acquires server grade hardware and all required software licenses on behalf of the customer PrintFleet installs the required software and sets up the server in a class A data center PrintFleet will set up automated backups of the system PrintFleet Enterprise Hosting Services 135 PrintFleet Enterprise Your PrintFleet Enterprise system is hosted in a class A data center that provides high availability hosting services using the following e Redundant fiber based backbone connections to multiple Tier 1 Internet backbone providers e Full UPS battery and diesel generator power backup that supports in use refueling e Redundant computer grade air conditioning and humidity control systems e Gas fire suppression system and pre action sprinkler systems
185. ter export log 1 2 On the Settings menu click Meter Export Do one of the following e Click Logs in the row of the system you want to view e Click Schedules in the row of the system you want to view and then click Logs in the row of the specific schedule you want to view logs for 91 PrintFleet Enterprise Using PrintFleet Optimizer e Click Meters in the row of the system you want to view and then click Logs in the row of the specific meter map you want to view logs for 3 Click View Results in the row of the export you want to view logs for The meter export logs will tell you why a specific meter was not exported into the external ERP system It is important to understand that the PrintFleet logs may display errors for meters that you would not expect to be successful for example a color meter export for a monochrome device The following two tables list all possible entries in the Result Message column of the meter export log The first table lists error messages with their causes and possible solutions The second table lists informational messages and their causes Table 15 Meter Export Log Result Messages Errors Result Message MeterPostFail Cause The ERP system did not accept our meter post generic failure message not covered by the below cases Possible Solutions Start by looking in the ERP system for the specific device to ensure it is configured correct and has the proper mete
186. the Alerts View on page 43 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 Select a company from the Customer list Type in an email subject line for the alert in the Title box 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 63 Optionally to assign the alert to individual devices instead of all devices do the following Click to select the Individual Devices check box Click the Assign Devices button Under the Assigned column click to select the check box beside each device you want the alert assigned to Click Assign Devices Do one or more of the following to choose the device status items you want to be alerted on Type custom error codes you want to be alerted on in the Alert Codes box Use semicolons to separate multiple items 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 Alert Manager Layout Manager BEYENI Save Required Information Customer Widgetsinc Ss E mail demo printileet cam Title Toner Alert Alert Information Alert Layout
187. the version number of the SOFTWARE and UPGRADE means a major enhancement to the SOFTWARE made available from time to time by PRINTFLEET in its sole discretion and normally indicated by a higher digit to the left of the decimal in the version number of the SOFTWARE Rights and Restrictions a b c d e Subject to the terms and conditions of this AGREEMENT LICENSEE is hereby granted a non exclusive non transferable perpetual license to use the SOFTWARE solely for LICENSEE s business LICENSEE may not sublicense the SOFTWARE LICENSEE covenants and agrees that the SOFTWARE will only be used in accordance with the provisions of this AGREEMENT PRINTFLEET shall provide LICENSEE with SUPPORT for the twelve months following the COMMENCEMENT DATE without additional charge Thereafter LICENSEE may purchase SUPPORT from PRINTFLEET at its charges therefor from time to time LICENSEE shall have no right to change copy alter amend reverse engineer decompile disassemble publish disclose display or make available in whole or in part or otherwise use the SOFTWARE in any manner whatsoever and shall take all reasonable steps to ensure LICENSEE s employees comply with these provisions PRINTFLEET or its licensors shall retain all right title copyright trade secrets patents trade marks and other proprietary and intellectual property rights in the SOFTWARE LICENSEE does not acquire any rights express or implied in th
188. ties such as location or account representative A group type is assigned to a group when it is created See Creating editing and deleting groups on page 68 To create a new group type 1 On the Settings menu point to Group Management and then click Manage Group Types 2 Click New Group Type 3 Enter a name for the group type in the Name box 70 7 PrintFleet Enterprise Using PrintFleet Optimizer Select the image to be displayed beside groups of this type when viewing a group list from the Display Image list A preview of the image will display to the right of the list after it is selected Optionally add one or more group attributes by repeating the following steps for however many attributes are needed e Enter a name for the attribute in the Attribute Name box e Select an attribute type from the Attribute Type list e Optionally enter a default value for the attribute in the Attribute Default box e Click Add In the Attribute Viewer area click and drag attributes to place them in their appropriate display order Click Save Table 12 Attribute Types for Custom Group Types Attribute Description True False A check box value that can be either selected or not selected Date yyyy mm dd Date value in the format yyyy mm dd Decimal Numeric value that accepts decimal places Unique Identifier GUID 16 character hexadecimal identifier value Number Numeric integral value no d
189. tly e Using the simple web service e Using the SOAP web service To request an OTP using the getUserOTP SQL stored procedure This procedure can be called with either a userid or a user login for example get an OTP using a userid EXEC getUserOTP b7fadd07 3c82 43be b0ed e16216ee9955 alternative syntax for getUserOTP with userid EXEC getUserOTP userid b7fadd07 3c82 43be b0ed e16216ee9955 get an OTP using a login EXEC getUserOTP login demo printfleet com It returns a result set with the same structure as the userOTP table which contains the columns userId oneTimePassword and expiry as demonstrated in the following table Table 21 OTP Result oneTimePassword expiry B7FADD07 3C82 16a9ef59ad5e47alb 2010 07 30 43BE BOED 92465493433a617 10 38 25 033 E16216EE9955 To request an OTP using the userOTP table directly You can manually insert a record into the userOTP table which at minimum requires the userId field The oneTimePassword and expiry fields can be manually set but are otherwise automatically populated To request an OTP using the simple web service There is a basic web page that will return an OTP This page will not work unless it is accessed over SSL this is a security precaution that prevents login credentials from being transmitted in plain text 119 PrintFleet Enterprise Administering PrintFleet Enterprise There are two ways to cal
190. to not back up the PrintFleet Enterprise database remotely Agree to not use the PrintFleet Enterprise server for any purpose other than to host the PrintFleet Enterprise system Agree to not change the structure of the PrintFleet Enterprise database in any way Have a dedicated full time IT administrator for the PrintFleet Enterprise system who has RDP access to the server 125 PrintFleet Enterprise Timeline for Server Acquisition and Installation e 1 month prior to Technical Training Conference call to discuss your Technical Training and review Requirements Agreement e 2 weeks prior to Technical Training PrintFleet must have server system up and running with all accompanying server software and PrintFleet software installed I AGREE THAT OUR CORPORATION HAS MET AND COMPLIED WITH THE ABOVE REQUIREMENTS PRINT NAME SIGNATURE COMPANY DATE 126 PrintFleet Enterprise Appendix C PrintFleet Enterprise License Agreement PRINTFLEET ENTERPRISE LICENSE AGREEMENT This license Agreement is a legal agreement between you the LICENSEE and PRINTFLEET INC PRINTFLEET with its principal place of business at 275 Ontario Street Suite 301 Kingston Ontario K7K 2X5 By installing or otherwise using the SOFTWARE you LICENSEE agree to be bound by the terms of this AGREEMENT If you do not agree with the terms of this AGREEMENT promptly delete the SOFTWARE or return the unused SOFTWARE to PRINTFLEE
191. 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 reside in subgroups of that group for a total of 15 devices 34 Filtering and sorting data PrintFleet Enterprise Using PrintFleet Optimizer 3 Use the lower toolbar to change the number of devices shown scroll through pages or refresh the data 15 vj IK 4 Page 1 jot2 gt Z 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 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 See Creating custom device views on page 44 To filter data in a device view 1 2 Do While on a device view click Change Filters 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 1
192. 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 The email address where supplies orders are sent is set at the group level for dealer and customer groups See Creating editing and deleting groups on page 68 Multiple separate orders will be generated and sent if an order is placed for multiple devices belonging to different groups with different supplies ordering email addresses Supplies orders are automatically added to the service history of each applicable device 38 PrintFleet Enterprise Using PrintFleet Optimizer 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 a Root 0 of 5663 Device Pages Last 30 days Toner Order b E Beta Customers 0 of 5455 b il Demo Group 0 of 0 KONICA MINOLTA magicolor 2530 DL 0061 424089 Black Ea G ual Widgets 15 of 208 cyn a s Magenta a a Yeow s E HP LaserJet P3005 5176 65841 Black Eas a SHARP AR M355N FE7A 59576 Black eo a TOSHIBA e STUDIO5520C 0D4C 50974 Black 5 s a Cyan eo a a Magenta s a Yeow e Xerox WorkCentre Pro 55 v1 Multifunction 41246 Black eo a a KONICA MINOLTA bizhub C351 8242 35451 Black eo E c Cyan 5 S cc Magenta sf le
193. tor costing 58 coverage data source 47 device detail 46 CPC calculating 58 charges assigning 84 report 53 CPC calculator See CPI calculator CPI calculator 58 CPP calculator See CPI calculator CSR 5 csv format 83 custom branding See branding the interface custom device views 44 custom reports creating 57 generating 51 See also reports D Data Collector Agent activating 9 architecture 111 distributing the software 9 installing 9 introduction 8 license keys 95 multiple subnets 10 network load 30 network timeout 10 questions to ask prior to installation 10 recommended number of devices 10 remote update with Semaphore 98 requirements 140 setting up as scheduled task 12 troubleshooting 16 updates 98 VPNs 10 See also PrintFleet Optimizer See also PrintFleet Enterprise data export 82 data import 82 data_queue folder 16 database 143 architecture 111 backing up 114 compressing 114 errors troubleshooting 113 restoring 114 setting command timeout 104 DCA managing 97 DCA version setting 101 DCA See Data Collector Agent Device Detail View 45 device views custom 44 default 37 Maps 40 override 45 Supplies Order View 38 Technical View 38 traffic light system 36 working with 34 devices custom fields 77 editing information 76 export data 82 group 70 hidden 81 import data 82 licenses for updating 112 managed 81 managing 76 name templates for 74 new 36 104 settings for 103 support 1 unmanaged
194. ttings to narrow down the amount of devices displayed See Filtering and sorting data on page 35 Type in a name for the exported file in the File Name box Select one of the file formats described in Export formats for PrintFleet Optimizer on page 83 from the File Format list For some types a date range will then have to be selected to determine the values that are exported 82 PrintFleet Enterprise Using PrintFleet Optimizer 7 Optionally click to select the Show Additional Information check box to include custom device fields in the exported file 8 Click Export Important If you are exporting device information to be edited and then imported back into the system you must keep the column headers the same as they are in the export file Spreadsheet programs make it easy to edit data within columns Table 14 Export formats for PrintFleet Optimizer Export Format Description CSV comma separated value Used for editing device information and importing back into Optimizer Contains all data fields and is editable in most spreadsheet and word processing programs Compass File format ready to import into Compass Sales Solutions proposal software Fields include Date IP Address Manufacturer Model Serial Number Description Location Total Pages Mono Pages and Color Pages Proposal Default proposal format not for any specific software Fields include Date IP Address
195. ult is black Locate the following code in the PFEPasta ini file and change the hexadecimal color codes as desired Items beginning with ALERT_COLOR are background colors and items beginning with ALERT_FONTCOLOR are text colors for items displayed in the Status 65 PrintFleet Enterprise Using PrintFleet Optimizer column of the alert emails Default hexadecimal color codes are displayed in the list below zJ ERT_COLOR_ERROR_ESCALATE FF0000 ERT COLOR ERROR NOESCALATE FF9900 ERT COLOR WARNING ESCALATE FFFF00 ERT_COLOR WARNING NOESCALATE FDFF8B ERT_COLOR_STALE_ESCALATE C9 ERT_COLOR STALE NOESCALATE CCCCCC ERT _FONTCOLOR_ERROR_ESCALATE 000000 ERT _FONTCOLOR_ERROR_NOESCALATE 000000 ERT FONTCOLOR WARNING ESCA 000000 ERT FONTCOLOR_ WARNING NOESCALATE 000000 ERT FONTCOLOR STALE ESCALATE 000000 ERT _FONTCOLOR_STALE_NOESCALATE 000000 eal cal H z4 I z z4 sil F ATE z4 FA D p D gt p D PP SP SP SP SP 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 lay
196. up inherit the custom device fields of its parent group click to select Inherit attributes from parent e To have the group not inherit the custom device fields of its parent group click to unselect Inherit attributes from parent 4 Click Save To view inherited attributes 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select a group from the group list 3 Click the Inherited Attribute s tab Custom device fields can be edited or removed at any time However attribute types for custom fields cannot be edited Warning Removing a custom device field will remove information currently stored in the field for applicable devices To edit a custom device field 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select the group that the custom field is assigned to from the group list 3 In the Custom Fields area locate the field you want to edit under the Group Attribute s tab 4 Click the edit icon in the row of the custom field you want to edit 5 Change field properties as desired with the exception of Attribute Type which cannot be changed 6 Click Update 7 Click Save To remove a custom device field 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select the group that the custom field is assigned to from the group list 3 In the Custom Fields area
197. vices your database will be backed up regularly by PrintFleet Technical Support If you are independently hosting your system you should compress and back up the PrintFleet database ideally on a daily basis Once backups are created the database can be restored to any previous backup file at any time To compress the database in SQL Server 2005 1 Click Start point to All Programs point to Microsoft SQL Server 2005 and then click SQL Server Management Studio 2 Adjust server and authentication information as necessary usually the default information is correct and click Connect 3 In the Object Explorer area expand Databases Right click pfo point to Tasks point to Shrink and then click Database 5 In the Shrink Database pfo dialog box click OK To back up the database in SQL Server 2005 1 Click Start point to All Programs point to Microsoft SQL Server 2005 and then click SQL Server Management Studio 2 Adjust server and authentication information if necessary and click Connect 3 In the Object Explorer area expand Databases Right click pfo point to Tasks and then click Back Up 5 In the Back Up Database pfo dialog box make sure pfo is selected in the Database list 6 Select Full in the Backup type list 7 Enter a unique recognizable string in the Name box For example pfo year month date 8 In the Destination area click to select any previous backup file destinations an
198. your security certificate s 1 Right click the certificate file and select Install Certificate 2 After you install the certificate s click Start click Control Panel and then double click Administrative Tools 3 Double click Internet Information Services IIS Manager 4 Under Internet Information Services expand your local computer expand Web Sites and then right click the PrintFleet web site and click Properties 5 Click the Web Site tab 6 Enter 80 in the TCP Port box and 443 in the SSL port box Click OK T Internet Information Services Manasa Printfleet Properties 2x g Fie Action view Window m B 2eme Directory Security HTTP Headers Custom Errors ASP NET Server Extensions 2002 tL Performance ISAPI Filters Home Directory Documents Internet Information Services Cc 9 PFESERVERD local comput ii H FTP Sites Description Printfleed H Application Pools 5 wah Stes IP address All Unassigned w Advanced E Default Web Site ICP port jo Sai TI p Web site identification a Printfleet at Microsoft SharePoi p Connections SharePoint Central liven aes oy 5 companyweb Stor connection timeout seconds J Web Service Extensior I Enable HTTP Keep Alives 1 Enable logging Active log format W3C Extended Log File Format v Properties Cancel Apply Help 7 Restart the computer to complete the installatio
199. ype a title for the report 4 In the Description box type a description of the report 5 Select a report from the Report list 6 Under the Hardcoded Parameters Optional column set any fixed report parameters such as a title applicable group device etc 7 Click the J icon to save your changes 8 Click Add New Report to add additional reports 9 Use the and g icons to arrange the order of the reports The report at the top of the list will be the first report displayed in the executive report 10 Click the Save button to save the entire report See Editing and deleting reports on page 54 for information on editing and deleting executive reports Administrators can create their own Custom Reports Custom Reports can draw on any information available in your PrintFleet database To create a new Custom Report 1 On the Administration menu point to Reports and then click Report Manager 2 Click the New Custom Report button Type a name for the report in the Name box 4 Type a title for the report in the Title box This is the title that will appear at the top of a generated report and can include variables listed under the Substitutions tab 5 Optionally enter a description in the Description box 6 Select the roles that will be able to view the report from the Restrict Access area 7 Under the PFSQL tab type the code that will generate your custom report and then click Check Syntax to ve

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