| Implementing PaperCut NG
Contents
1. Undertake a full backup of all files located under Windows C Program Files PaperCut NG Mac Applications PaperCut NG Linux Novell papercut Use automated backup software This will ensure all PaperCut NG data files can be restored in the event of system failure or other unforeseen problems Important PaperCut NG includes its own point in time backup option however this is designed to complement rather than replace a good off disk package strategy 12 2 Suggested Weekly Tasks E Inspect the PaperCut NG Application Event Log App Log for any important messages or error events The system can also be configured to automatically email nominated Administrators on error level events E Inspect activity logs to ensure PaperCut NG is continuing to record all activity 12 3 Suggested Monthly Tasks B Check the PaperCut Software website for updates PR Review your backup procedure make sure you stick to it E Review resource costs against any changes in the cost of toner paper and maintenance Ensure that end users are properly informed if prices are to change Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 19 of 22 ba PaperCut Implementing PaperCut NG 2015 11 27 13 Task 12 Extending PaperCut Now that PaperCut NG is in place monitoring controlling and reporting on your printing environment why not take the time to fine tune day to day operations and increase servic2. No SS Printed A Re apply initial settings Jan 19 2011 mac server Laser 434 5107 20 Presentation 3 e 4 24 47 PM mamn Printer 7 OpenOffice org impress 2 refund EA Resetuser s statistics jedit A Delete user Find user Jan 19 2011 yi Microsoft Word 4 24 47 PM m 320 256 00 Documenti 9 20 ibrary Stats OpenOffi SES 2 serveri e Stats dek 2 i 1 een linux serveriLil 224 eg an St ts OpenOffice org MFP Writer refund http localhost 9191 app service page UserList Verifying that transactions are being tracked accurately Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 13 of 22 H l PaperCut Implementing PaperCut NG 2015 11 27 8 TASK 7 Issue Resolution If you experience any problems need advice with set up or configuration or have any general questions that cannot be resolved internally please contact the PaperCut Software support team at support papercut com The support team is always happy to assist Unlike many organizations PaperCut Software support is handled jointly by the development team alongside our dedicated customer support team meaning no question is too hard Both teams are technically focused and one of our goals is technical transparency providing source code level access acknowledging bugs and always providing technically correct answers The PaperCut NG online knowledge base is extensive and easily searchable If you are
3. Print directly to the printer Held mismatched documents E Print spooled documents first E Keep printed documents E Enable advanced printing features Using a Postscript print driver Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 9 of 22 l PaperCut Implementing PaperCut NG 2015 11 27 6 TASK 5 Installing PaperCut in a test mode It is recommended practice to first roll out PaperCut NG in silent monitoring mode even if your organization s immediate goal is to use PaperCut NG to implement quotas or charging Silent monitoring mode will allow testing and verification of the setup behind the scenes without the worry that PaperCut NG might start denying access to printing resources 6 1 How to setup silent monitoring mode The idea is to set all users to have unrestricted privileges so that in the event that their account drops to zero printing access will not be denied We recommend the following installation procedure 1 Install PaperCut on your server s 2 Run PaperCut for the first time The setup wizard will open 3 Follow the directions selecting your domain server and other settings 4 In the wizard clear the Deny access when users run out of credit quota option 5 Continue configuration by setting costs discounts filters and restrictions to define the control parameters that PaperCut NG will use Setup Wizard C
4. a test user and open the browser to the URL http Server 9191 user Select the transfer option and transfer funds to another account Verify the transfer is logged as a transaction in both users Transaction History TopUp Cards Perform this test if your organization plans on using LI TopUp Pre Paid cards Follow the instructions in the PaperCut NG User Manual to create a test batch of 10 cards Import the TopUp card numbers the tnd file into the system Log on as a test user enter the card number and verify the equivalent value were applied 7 3 Other Testing We suggest you run PaperCut NG in silent mode for testing purposes for a period of one week Regularly inspect the PaperCut NG Application Event Log for error messages or reported problems You can do this testing phase in parallel with many of the following tasks Technical staff should take the opportunity to familiarize themselves with the application PaperCut NG Users User Details jason Mozilla Firefox File Edit View History Bookmarks Tools Help GG 7 G dr 1 http localhost 9191 app service direct 1 UserDetails userTabs tab amp sp 3 4 PaperCut NG Users User Details ja Dashboard Users Y User Details jason Adjustments amp Charges f Transaction History Modify users credit HYWAZBIZASET W AR fad View user s transactions D Charged Date To Printer Document Name Attribs Status a View user s job log
5. 19 Technical Staff 3 Testing 6days Thu 25 11 10 Thu2 12 10 20 3 Printer related tests 5days Thu 25 11 10 Wed 1 12 10 Technical Staff 3 Operation Tests 5days Thu 25 11 10 Wed 1 12 10 Technical Staff 3 Other testing 3days Thu 25 11 10 Mon 29 11 10 Technical Staff 3 Issue Resolution 1day Thu2 12 10 Thu2 12 10 22 23 24 3 Review results of testing 1day Thu 2 12 10 Thu 2 12 10 IT Management Te 3 Contact PaperCut Software Support if required 1day Thu2 12 10 Thu 2 12 10 IT Management Te 3 Preparation for Rollout 16 days Thu 18 11 10 Thu 9 12 10 3 Review changes to UT Use Policy 10days Thu 18 11 10 Wed 1 12 10 6 7 10 IT Management Po B Staff training 5days Fri 3 12 10 Thu 9 12 10 26 Technical Staff Use 3 End user training 5days Fri 3 12 10 Thu 9 12 10 26 End Users Technica 3 User Web Tools Configuration 3days Fri3 12 10 Tue 7 12 10 26 Technical Staff 8 Nov 10 15 Nov 10 122 Nov 10 79 Nay 10 6 Dec 210 iM T W T FIS S M T W T F S S M T W T F S S M T W T FIS SIM TIW 1 h TT Management TT Management IT Management Policy Management Technical Staff ical Staff nagement Policy Management Technical Staff Management PaperCut Support Technical Staff nagement Policy Management Technical Staff Management Policy Management Technical Staff Technical Staff T Management Technical Staff Technical Staff Staff IT Management Tecl 31 Management Ted IT Management Policy I Download from h
6. End user training revolves more around explaining policy changes and general awareness of the system From an operations perspective PaperCut NG will have minimal impact on end users In most cases users will continue to use the network as they always have Consider the following briefing points when addressing end user training For Silent Active Monitoring B Consider informing users that monitoring is taking place Typically organizations that announce such a policy change see a 10 to 20 reduction in printing use as users become aware that irresponsible use is being monitored S Modify IT use policy to ensure users are aware that all activity is monitored For a Quota System B Explain why the quota system is being implemented E Detail when the system will come into effect E List how much credit will be provided to users B Explain what the allowance covers and how they can use it Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 15 of 22 ba l PaperCut Implementing PaperCut NG 2015 11 27 E Provide instructions on what happens when users run out of credit for example how to purchase a TopUp Card voucher or who to contact to apply for more quota B Instruct users on how they can monitor their account status and usage in the user web tools interface E Provide a general explanation of any changes to the IT usage policy For Up front Payment Systems B Explain why c
7. money to their account before access to printing services is granted Often TopUp Pre Paid cards a voucher system are used as a convenient way to manage the payment process The choice of control model will have IT usage policy implications Changing from one control mode to another is an easy process that involves changing the way PaperCut is configured Once you select a control mode you are not forced to continue with the same Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 6 of 22 ba l PaperCut Implementing PaperCut NG 2015 11 27 control mode and can vary your approach at any time PaperCut does not impose any restrictions on this policy decision however change of control policy might be controversial For example moving from a previously free service to a full user pays model might lead to user dissatisfaction A common compromise is to phase in the change by first moving to a quota system with a free quota allocation then move to a full user pays model at a later date Take the time now to consider the policy and political repercussions of the move 5 TASK 4 Pre Installation Preparation PaperCut NG requires a correctly configured network environment Most organizations with an existing Windows Domain network set up can install and use PaperCut NG without any network changes Smaller organizations running peer to peer networks or large organizations with a mixture
8. or a general IT usage policy covering the use of IT equipment Smaller organization might have a usage policy that s informally conveyed by management PaperCut NG will have an effect on end users and their use of the IT equipment In a quota environment it is important to formalize the policy of when the quota is allocated and how users are expected to use it Consider modifying existing policies or documentation In many cases a simple email or notice on the Intranet site will be enough 9 2 Staff Training Most organizations delegate the day to day user management tasks to selected staff Day to day user management includes E Keeping a general eye on activity and use S Manually taking money and adding credit to user accounts P Handling refunds or requests for additional quota PaperCut NG provides a special web browser based management interface designed for non technical users Even though the PaperCut NG administration web interface is simple and intuitive technical staff should dedicate some time to run through standard operations with the selected non technical staff and explain how these relate to policy and operation After training a staff member grant them access to the administration interface This step requires you to add the user s name to the list of approved administrators The process is covered in detail in the PaperCut NG User Manual section Assigning Administrator level Access 9 3 End User Training
9. system wide backup policy and procedure 13 6 Delegating Administration Privileges In most PaperCut NG environments there will be multiple users who will require some level of access to the system By using the built in admin account these users will have access to all parts of the PaperCut NG system Why not spend the time to assign administrator access to certain users or groups of users providing a better user experience and also guaranteeing privacy for those who require it 14 Acknowledgements This is an evolving document PaperCut Software would like to thank the organizations that have shared their experiences and contributed to this document 15 Feedback If you have any suggestions or would like to share your experiences please contact us at support papercut com We would love to hear from you Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 21 of 22 ba PaperCut Implementing PaperCut NG 2015 11 27 16Implementing PaperCut NG Sample Project Plan Task lt Task Name Durat Start lt Finish Predecessors lt Resource Names Mode B PaperCut NG Deployment 24 days Mon 8 11 10 Thu 9 12 10 B Understanding PaperCut NG amp Determining Project Scope 6days Mon8 11 10 Mon 15 11 10 3 Review PaperCut NG s features read website and other 1day Mon8 11 10 Mon 8 11 10 IT Management documentation 3 Bringing together key people for project team 1day Tue9 11 10 Tu
10. that all printed test documents have LI increased the printer s page count counter Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 11 of 22 ba PaperCut Implementing PaperCut NG 2015 11 27 7 2 Operational Tests OBJECTIVE To verify user management and related tasks work as expected METHOD Perform common user management tasks and verify the operations work and log as expected Perform each of the following tests in the standard PaperCut NG Administration Console and then repeat the relevant tests in the User Web Tools interface Test Test criteria Passed Set User s Credit Select a test user in the PaperCut NG Admin Console LI and add a non zero amount to their account Verify the amount is applied and a transaction was recorded against the user s account View transactions by clicking on the user and selecting the Transaction History tab Changing a Users Restriction Select a test user set their credit to zero and change LI their status from unrestricted to restricted Verify that printing use is denied and that the user receives the popup message Auto Scheduling Set up rules for Quota Scheduling under the Groups LI section to allocate credit on a daily basis For example place a 1 00 daily allocation on the all users group Check in 24 hours and verify the credit was allocated properly to the users accounts a
11. PaperCut PaperCut Implementing PaperCut NG Contents 1 GEIER ENEE 3 2 TASK 1 Determining Project Scope are secre eee eee 4 3 TASK 2 Understanding B 1 EE 5 4 TASK 3 Selecting the Control EE 6 E e en e EE 6 4 2 Active MONON ING ee 6 ER Woe EE 6 4 4 The Up Front nn Ee 6 5 TASK 4 Pre Installation Preparation BEE 7 6 TASK 5 Installing PaperCut in a test mode EEN 10 6 1 How to setup silent monitoring mode sees EENS 10 TAASKO ET E 11 S SPP RINE GALORE Scere EE 11 EE 12 TIERONE N a 13 Bi TASK 7 lssue e lel 14 9 TASK8 Preparation for sle le EE 15 SF eae ROIC Change EE 15 9 2 Steal tT ea MUNG ee e cd E E E eee 15 93m End Usertraining a aana a a E rerrren eeeitre eter 15 9 4 End user web access Confguration ENEE 16 10 TASK 9 Deploying the Client Software kee 17 leie Ferd eebe 18 ERAT LION coe e E E cecrerermeanane 19 12 1 Nee ee 19 122 Suggested Weekly EE 19 12 3 Suggested Monthly EE 19 Seems Extending PaperCut cccccesseesececcceeeeeeeeeeeseeeeeeeeeeeeeeeesseeeeaeeeees 20 13 1 OAI T E E E 20 13 2 Printer Scripting routing redirection and user interaction sss 20 13 3 Environmental Impact Reporting cccccccssssssccccceeeeeseeeesseneeeeeeeees 20 13 4 sCcnecltlecl REI WEE 20 e Te Seca i WEE 20 PaperCut Implementing PaperCut NG 2015 11 27 13 4 2 Ad hoc Reports sse eee eee 20 13 4 3 Schedule Email Reports kee 21 13 5 eege ee 21 13 6 Delegating Administration Privi
12. as pushing out a desktop widget that allows users to monitor their user in real time 13 4 Scheduled Reporting Using print management software is not just about limiting usage it is also about educating users and providing stake holders with the right information Now that PaperCut NG is collecting data why not turn that data into information by implementing some of the 80 scheduled reports already available 13 4 1 One click Reports Get access to the most important data in real time straight from your web browser from anywhere on your network 13 4 2 Ad hoc Reports Create reports with custom data by specifying date ranges filtering and sorting by the data available Great to give you different perspectives on printing usage Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 20 of 22 ba PaperCut Implementing PaperCut NG 2015 11 27 13 4 3 Schedule Email Reports Create reports that will be regularly generated and emailed to members of your organization or scheduled to be saved to disk Great for sending regular reports to managers without even needing to compile it first 13 5 Backups Expect the worst and plan for it As with any application it is important to ensure that backups are performed regularly PaperCut NG includes a built in backup process that saves the state of the database to a file The in built backup functionality is designed to complement not replace a good
13. e E Coordinating the page design with an existing Intranet site B Adding text on key pages to explain the organization s IT policies and procedures E Additional instruction text to assist users with managing their account TIP Much of the functionality in the web interface has come from suggestions from organizations running PaperCut NG If you have an idea let the PaperCut Software development team know so they can evaluate it for inclusion in an up coming release Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 16 of 22 ba B l PaperCut Implementing PaperCut NG 2015 11 27 10 TASK 9 Deploying the Client Software This task is undertaken by technical network staff and is usually run in parallel with testing and the previous task The PaperCut NG User Client is small client application that displays the user s account status upon login It is useful in a quota or charging environment as it informs users of their account status each time they sit down and log into a system The client software is also used to display the account selection popup if you are providing users with access to shared accounts Most organizations except those undertaking silent monitoring will deploy the client software Client Deployment Options Zero install Deployment Run the client pc client local cache exe directly off the server share Local Install Installing the client software using the prov
14. e levels by offering new features 13 1 Web Print As a core feature of PaperCut NG Web Print enables printing from unmanaged workgroup or user owned devices such as laptops and netbooks without the overhead of installing printer drivers and managing server authentication 13 2 Printer Scripting routing redirection and user interaction Advanced Scripting increases the functionality of PaperCut NG beyond what the current interface provides by allowing you to create JavaScript based recipes that fit your environments print policy requirements You can perform complex tasks such as Display a popup message if a user forgets to select duplex on large jobs Show a dialog displaying environmental impact statistics about their job such as the amount of carbon dioxide equivalent greenhouse gases produced Prompt the user to confirm large jobs before printing Automatically route large jobs to more efficient high volume printers Giving discounts during off peak times Least cost routing suggesting a more cost effective printer And much more 13 3 Environmental Impact Reporting Do your users have any idea of how much they print the impact on printing and how they compare against the company average Consider deploying some of PaperCut s environmental impact features This could take the form of simply running an environmental impact report and presenting the figures in a company organization newsletter or could be as visible
15. e9 11 10 3 IT Management 3 Initial discussions and review 1day Wed 10 11 10 Wed 10 11 10 4 IT Management Po 3 Read technical documentation and download software 3days Thu 11 11 10 Mon 15 11 10 5 Technical Staff 3 Selection of Monitoring Mode 2days Tue 16 11 10 Wed 17 11 10 6 3 Review monitoring options 1day Tue 16 11 10 Tue 16 11 10 IT Management Po B Decide on Monitoring Mode applicable for initial deploym 1day Wed 17 11 10 Wed 17 11 10 8 IT Management Pa 3 Selection of Control Mode 2days Tue 16 11 10 Wed 17 11 10 6 3 Review control options silent monitoring quota charge ete 1day Tue 16 11 10 Tue 16 11 10 IT Management Po 3 Decide on the Control Mode appropriate for initial deployr day Wed 17 11 10 Wed 17 11 10 11 IT Management Po 3 Pre Installation Preparation 7days Tue 16 11 10 Wed 24 11 10 6 B Verify users have login accounts and passwords 1day Tue 16 11 10 Tue 16 11 10 Technical Staff 3 Verify printers are hosted on server s 1Lday Wed 17 11 10 Wed 17 11 10 14 Technical Staff 3 Ensure web browsers use a supported proxy server 1 day Thu 18 11 10 Thu18 11 10 15 Technical Staff 3 Confirm system network readiness for installation 2days Fri19 11 10 Mon 22 11 10 16 Technical Staff IT N 3 Installing PaperCut NG in a test mode 2days Tue 23 11 10 Wed 24 11 10 Technical Staff 3 Install Papercut NG 1day Tue 23 11 10 Tue 23 11 10 17 Technical Staff 3 Configuring PaperCut NG to run in silent mode 1day Wed 24 11 10 Wed 24 11 10
16. fer If you purchase a license key later it can be added to the installed copy so you don t have to install and configure again You can download PaperCut NG from www papercut com download nq The user manual in PDF format is also available from this page Welcome to the PaperCut NG Setup Wizard This wil instal PaperCut NG 10 6 on your computer t is recommended that you close all other appications before continuing Click Next to continue or Cancel to ext Setup Installing PaperCut NG on a Windows Server in a Test Environment Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 5 of 22 ba p l PaperCut Implementing PaperCut NG 2015 11 27 4 TASK 3 Selecting the Control Mode The control mode defines how PaperCut NG interacts with the end users and controls their usage The control modes available listed in order of impact are Silent monitoring no control only monitoring Active monitoring enforcement of print policies Simple quota system Quota system with user pays top ups Up front payment 4 1 Silent Monitoring In the silent monitoring model all users have unrestricted privilege so printing access is never denied PaperCut NG continues to silently collect statistics on activity and its associated cost All data is reportable and available in the PaperCut NG s administration interface Silent monitoring mode is popular in a business environment where manage
17. harging is being implemented E Detail when the system will come into effect B List how the user is to add credit to their account B Instruct users on how they can monitor their account status and usage via the user web tools interface E Provide a general explanation of any changes to the IT use policy In small organizations it may be possible to convey this information in a single day With larger organizations or organizations where the policy change is perceived as substantial consider giving users plenty of time prior to go live Appendix H in the PaperCut NG User Manual includes a number of Example End User Information Sheets that you can use as a starting point for your own information sheets or Intranet pages 9 4 End user web access configuration The user web tools interface can be quickly tailored to fit local requirements PaperCut NG provides configuration options to conveniently hide or disable selected features Take the time now to enable and disable features applicable to the local situation and requirements For example if your organization does not intend to use TopUp Pre Paid cards the card link can be removed from the web tools interface Additional details including an explanation of the options are detailed in the PaperCut NG User Manual section Customizing the User web pages Technical staff with HTML experience can choose to tailor the look and feel of the user web tools interface Ideas includ
18. ided installer A good option for non domain laptops Additional information on deploying the client software including automated deployment methods are detailed in the PaperCut NG User Manual Z PaperGua NG Summary Moria Freien Wow Se Ep Sex Hey Braoa Tots Ho KA d GS L ett Fire ane ore p G ei STUART 3 Balance for jason LS E Daumen Summary Weste Somaary Norma Firefox x De Cat yes mur Bada js e lt a re enfer 19 Leer Ae y N tar e a E a E UNIVERSITY OF KENT Information Services o Print Management Service me Details Summary GEES Balance history for tom ener Dae EX ae ze The PaperCut end user web interface customized and client software Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 17 of 22 p PaperCut Implementing PaperCut NG 2015 11 27 11 TASK 10 Go live Installation and testing is now complete Administration staff are trained in user account management and all users have been informed of the policy changes You are now ready to go live In a charging or quota environment this simply involves changing the users or the selected sub set of users to restricted mode and applying their initial starting credit To change the users operating mode consider using the Group All Users button in the PaperCut NG Admin Console This provides a simple way to se
19. ions and queue management as well as other benefits such as automatic driver deployment and updates Although PaperCut NG can centrally track print queues hosted on multiple computers for example locally attached desktop printers it is best practice to centralize printers onto the minimum number of systems servers Typically this involves B Ensuring network printers printers with a network interface are centrally installed on the server s and shared using standard Windows printer sharing B Network clients workstations map to the printers shared on the network E Consider networking existing directly attached printers and hosting server queues Additional information on the required setup is covered in the PaperCut NG User Manual Printers use supported drivers PaperCut NG works with the majority of printer hardware without any additional configuration Most printers use Postscript or PCL drivers Postscript and PCL refer to the printer language used by the driver Many high end printers support multiple languages Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 7 of 22 ba l PaperCut Implementing PaperCut NG 2015 11 27 including possibly a proprietary language Technical staff should check which drivers are available If a selection of drivers is available select according to the following order of preference E Postscript any level E PCL5 B PCL6 or other Pape
20. leges sss eee 21 14 EEN eee eee ee Ee ee 21 15 GCOS ee EES EA 16 Implementing PaperCut NG Sample Project Plan 22 2 of 22 Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved ba PaperCut Implementing PaperCut NG 2015 11 27 This manual covers how to implement PaperCut NG 1 Implementing PaperCut NG A Guide for Network Administrators and IT Managers PaperCut NG is a server side application which will become an integral part of your IT infrastructure Implementing PaperCut NG will impact many areas of IT management in addition to the typical technical realm Of equal importance are the non technical areas including usage policies and end user relations The deployment should be planned to ensure a smooth rollout and minimize the impact on network users This document is designed to assist network administrators and IT managers in larger organizations with the rollout process and addresses both the associated technical and administration tasks in an endeavor to minimize disruption to end users and ensure a smooth transition The tasks associated with a deployment in smaller organizations are intuitive and the install process may be no more than running the installer and then speaking to users Skimming this guide however may prove useful for smaller sites as well This document details a series of tasks associated with a typical PaperCut NG rollout It is designed as a starting p
21. looking for a feature or best practice why not visit the Knowledge Base PaperCut KB Knowledge Base Mozilla Firefox Die Edit View History Bookmarks Tools Help us X BAS http wwwpapercutcom kb 7 PaperCut KB Knowledge Base Pape mg Products T Store Prices AboutUs ContactUs Knowledge Base Home Main Knowledge Base Z Home Page arredor Knowledge Base News Blog Welcome to the PaperCut Knowledge Base This site hosts a collection of questions answers articles i general information about PaperCut Products Downloads Support information is classified into the sections listed below Alternatively you can search the database using Store Prices keywords Buy Now shared accounts Search Testimonials We are adding information all the time If your question is not addressed or you have a suggestion pie contact us Tour About Us aaaea Tmuhleshooting s D Transferring data from www papercut com Using the PaperCut Software online Knowledge Base Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 14 of 22 PaperCut Implementing PaperCut NG 2015 11 27 9 TASK 8 Preparation for Rollout PaperCut NG is now installed and tested and much of the technical work is complete IT management should now address policy related issues user training and end user experience 9 1 Policy Change Most organizations have a formal acceptable use policy
22. ment Po 30 3 Staff 5days fri3 12 10 Thu9 12 10 26 Technical Staff Use 8 2 Sdays Fri3 12 10 Thu9 12 10 26 End users Technica 32 3 3days fri3 12 10 Tue 7 12 10 26 Technical Staff An example project plan and Gantt chart is available from http www papercut com docs implementation guides PaperCut NG Implementation Example Project zip A larger view of this plan is also printed at the end of this document The project plan is available for Microsoft Project 2010 and Project 2007 Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 4 of 22 p l PaperCut Implementing PaperCut NG 2015 11 27 3 TASK 2 Understanding the system Before attempting a deployment on a live network system administrators and IT managers may like to take some time to evaluate and understand the capabilities of PaperCut NG ina testing environment There is no better way to understand how a software application works than actually installing and using the system Many large organizations may have a server or an entire network environment dedicated to testing Smaller networks might like to install the PaperCut NG trial version on a non critical desktop system running Windows XP or higher It only takes a few minutes to download and install PaperCut NG The PaperCut NG software runs unrestricted for 40 days to allow you plenty of time to evaluate the many features and functions the software has to of
23. ment needs information on user activity 4 2 Active Monitoring A variation of silent monitoring is active monitoring In this mode in addition to simple logging administrators may implement active features such as B Prompt and ask the user to confirm if they don t print a job in duplex E Display a popup and discourage printing of emails E Mention print policies in popup s such as web pages should not be printed in color B Push out environmental impact information to inform the user of their usage 4 3 The Quota System The majority of organizations that adopt PaperCut NG choose to implement a quota system Under this model users are allocated a budget on either a daily weekly or monthly basis It is then the user s responsibility to manage their own usage to stay within their allocated allowance When the allowance is exceeded access to the printing resources is denied Some organizations allow users to request additional quota with management approval or in an education environment it is common to sell users additional quota using TopUp Cards Example Smithtown High School provides students with 5 00 a week to cover printer use If users need additional quota they can purchase a TopUp card from the school cafeteria or library 4 4 The Up Front Payment Model Full up front payment environments user pays are used in some schools and universities Users start off with a balance of zero and need to add
24. nd the event was recorded in the users Transaction History and the App Log User Creation Define New User Settings rules under the Groups LI section to define how new users accounts are created Add a test user to the domain Print a document from the test user account Verify that the account was created as per the defined rules Delete the test account from both the domain and PaperCut NG Remote Access Repeat the first two tests from a remote system LI logging in using a standard web browser accessing the URL http Sserver 9191 admin Access to Shared Accounts Check that users have access to the correct shared LI accounts by group or user rights Provide access for one test user to all shared accounts Verify that the appropriate accounts are available to the test user and the speed at which the account list is displayed is acceptable If you are managing large client billing databases consider using the methods outlined in the Knowledge Base article Large Shared Account Deployments Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 12 of 22 ba H l PaperCut Implementing PaperCut NG 2015 11 27 and desktop if you have large collections of Shared Accounts with links to how to improve at the desktop if needed User Transfer Perform this test if your organization plans on allowing LI end users to transfer funds to other users Log on as
25. o install PaperCut NG and have it up and running at the technical level but policy changes at the management level may take longer to implement Discuss this with the right people early Having buy in from all interested parties prior to deployment will ensure a successful project The PaperCut NG User Manual will give a good overview of the installation procedure and day to day operation Interested staff should take some time to read the documentation All documentation is available on the www papercut com website ao lt Task Name lt Durat Start lt Finish lt Predecessors ResourceNames 8NOv 10 Mode 3 PaperCut NG Deployment 24days Mon 8 11 10 Thu9 12 10 Ei S Understanding PaperCut NG amp Determining Project Scope 6days Mon 8 11 10 Mon 15 11 10 3 3 d 1day Mon 11 10 Men 8 11 10 IT Management ET Management D 3 Iday Tve9 11 10 Tue9 11 10 3 IT Management KR 5 3 1day Wed10 11 10 Wed 10 11 10 4 1T Management Po B T management Policy Management Technical Staff e 3 3days Thu 11 11 10 Mon 15 11 10 5 Technical Staff Zeg Fecha statt 7 3 2days Tue16 11 10 Wed 17 11 10 6 p L 3 1day Tue16 11 10 Tue 16 11 10 IT Management Po e nhlanasement polky Manapement Techaicsi tft H 3 day Wed 17 11 10 Wed 17 11 10 8 IT Management Paj Za H Management PaperCut Support Technical Staff 1 2 2days Tue 16 11 10 Wed 17 11 10 6 d KI 3 1day Tve16 11 10 Tue 16 11 10 IT Management Po E IT Management Policy Management Technical S
26. of operating systems might need to plan some changes Checklist Users have logon accounts and passwords PaperCut NG tracks user identity via their logon name Each user must have their own account and password and be aware that their password should remain secret By default PaperCut NG does not maintain its own users and passwords and instead uses the in built Operating System logon accounts This means that users and system administrators have to manage logon accounts and passwords for all services including internet access file permissions security PaperCut and general network computer access Note that PaperCut does support internal users where the password can be maintained inside PaperCut but the best practice is to always consider domain system accounts where possible Printers are hosted on a server PaperCut NG works by intercepting print jobs passing to the printer through a shared print queue Typically the host of a print queue is called a print server PaperCut NG supports Windows Linux Novel OES iPrint and Mac OS X based print servers In a typical network environment all printers are installed or configured on a server and then shared to users as network resources The print server can be an existing file server or a server running other software however in a large network a dedicated print server is usually recommended The print server model provides a single point of control for printer permiss
27. oint for your own rollout plan and will need tailoring to fit individual requirements The Plan TASK 1 Determining Project Scope TASK 2 Understanding the system TASK 3 Selecting the Control Mode TASK 4 Pre Installation Preparation TASK 5 Installing PaperCut in a test mode TASK 6 Testing TASK 7 Issue Resolution TASK 8 Preparation for Rollout TASK 9 Deploying the Client Software TASK 10 Go live TASK 11 Completion TASK 12 Extending PaperCut Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 3 of 22 ba l PaperCut Implementing PaperCut NG 2015 11 27 2 TASK 1 Determining Project Scope Before diving in and installing PaperCut NG IT staff should take a few moments to consider the following questions What are my reasons for implementing PaperCut How will use PaperCut to achieve these objectives What effect will PaperCut have on my end users and any existing IT usage policy Does PaperCut fit within my budget Who else should be involved in these considerations and the implementation process PaperCut can be implemented in a number of different contro modes ranging from the minimalistic silent logging to a full user pays environment The choice of control mode will influence internal policy and procedures and this should be considered prior to full deployment It may only take a few mouse clicks t
28. onfiguration Wizard Mozilla Firefox DI X ES CG GY gt hitp localhost 9191 app service page SetupAdmin H i Google P g Setup Wizard Configuration Wizard PaperCut Configuration Wizard Welcome This wizard will help you configure initial options and ready the system for use if this is the first time installing the application we highly recommend reading the quick start guide in the user manual Open the user manual Type in the password to be assigned to the master administrator account Please keep this password secure Username admin Password Verify password Your system location is currently setto English Australia If this not correct please change the setting below The location defines default currency and date formats Location System Default Ka Next gt PaperCut NG 11 0 Build 12804 2011 01 17 Copyright 1999 2011 PaperCut Software International Pty Ltd All rights reserved Done e Setup option to ensure printing is not disrupted More information on the installation of PaperCut NG is covered in the Quick Start section of the PaperCut NG User Manual Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 10 of 22 PaperCut Implementing PaperCut NG 2015 11 27 7 TASK 6 Testing Testing is an important step with any software deployment project Use the following test plan to verify the setup and charging rule
29. rCut supports many proprietary GDI based drivers but where possible we always recommend standard compliant drivers Monitor the system health For large implementations you might want to use a 3 party monitoring tool to monitor the PaperCut application server status You need to configure the 3 party tool to send an HTTP GET request to the following URL http primary server port rpc api rest public status This tests if the back end database is available For more information see Monitoring Your Servers via the System Health API Schedule downtime and ensure required information is at hand On fully patched servers a restart should not be required during installation It is however recommended that you schedule a 30 minute block of downtime to take the pressure off during initial testing Ensure end users are aware of the potential disruption to print services Technical staff should also ensure they have technical information at hand including B Name of the domain server or an Active Directory node or LDAP settings if using LDAP servers E User name and passwords for both a network and local Administrator level accounts Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 8 of 22 ba PaperCut Implementing PaperCut NG 2015 11 27 9 Spool print documents so program finishes printing faster Start printing after last page is spooled Start printing immediately
30. s work as expected and that users are charged appropriately 7 1 Printer Related Tests OBJECTIVE To verify printers are correctly configured and supported by PaperCut NG and charging works as expected METHOD Log in to a network workstation under a standard user account and print a test document for each test case Repeat the test cycle for all printers or printer types if many printers Test Test Criteria Passed Print a single page The Print Log lists the job as a single page and LI document the calculated cost is correct No error messages are listed in the PaperCut NG Application Event Log Print a multi page The Print Log lists the job with the correct page LI document count and the calculated cost is correct No error messages are listed in the PaperCut NG Application Event Log Print a color document The Print Log lists the job with the correct page LI with images count and the calculated cost is correct No error messages are listed in the PaperCut NG Application Event Log If Advanced Charging The Job Log lists the job with the correct LI options are used test calculated cost GE ss No error messages are listed in the PaperCut ve H NG Application Event Log discount User Accounting Verify that all printed test documents are listed LI under the correct user account and that the page count and account balance associated with the user s account have changed accordingly Printer Accounting Verify
31. t the users credit and privilege mode at the domain group level in one simple step Example Smithtown High School has completed testing staff training and all students are aware of the policy change On the first day of this month the quota system will come into effect Sally the network administrator will use the New User Settings and optionally Bulk User Actions to apply the following policy Junior Students 10 00 starting amount Restricted user Group rules setup to allocate an additional 10 00 per month allowing the user to accumulate up to 20 00 Senior Students 15 00 starting amount Restricted user Group rules setup to allocate an additional 15 00 per month Teaching Staff 0 00 starting amount Unrestricted user Amount will count down from zero and the amount will be billed back to faculty budgets in agreed proportions at the end of every semester Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 18 of 22 ba PaperCut Implementing PaperCut NG 2015 11 27 12 TASK 11 Completion PaperCut NG is now controlling and monitoring your printing environment Like other important applications and network infrastructure technical staff should allocate time to check system health perform maintenance and undertake regular backups PaperCut NG is designed as a self managing system however regular backup and inspection is recommended 12 1 Suggested Daily Tasks
32. tatt 32 3 1day Wed17 11 10 Wed 17 11 10 11 TT Management Po D D Management Policy Management Technical Staff E 7days Tue16 11 10 Wed 24 11 10 6 g 34 3 iday Tve16 11 10 Tue 16 11 10 Technical Statt Ei Technical statt 15 3 1day Wed 17 11 10 Wed 17 11 10 14 Technical Staff EISE 46 3 nasu 1day Thu 18 11 10 Thu 18 11 10 15 Technical Staff Technical Statt 17 3 Confirm system network readiness for installation 2days Fri19 13 10 Mon 22 21 10 16 Technical Statt iTv TD Technical Salt Management Ki 2 Installing PaperCut NG in a test mode 2days Tue 23 11 10 Wed 24 11 10 Technical staff KI 3 install PaperCut NG Aday Tye 23 11 10 Tue 23 11 10 17 Technical Staff B Technical statt 20 3 Configuring PaperCut NG to run in silent mode 1day Wed 24 11 10 Wed 24 11 10 19 Technical Staff Za Technica statt 21 3 Testing 6days Thu 25 11 10 Thu2 12 10 20 22 3 Printer related tests 5days Thu25 11 10 Wed 1 12 10 Technical Staff SS echnical statt 23 3 Sdays Thu25 11 10 Wed 1 12 10 Technical Staff Technical Statt 75 3 3days Thu25 11 10 Mon 29 11 10 Technical Staff Statt 25 3 1day Thu2 12 10 Thu2 12 10 22 23 24 l 26 2 uits of testin 1day Thu2 12 10 Thu 2 12 10 IT Management Te E Management Ted 27 3 Contact PaperCut Software Support if required 1day Thu2 12 10 Thu2 12 10 IT Management Tes DIT Management Teci EI 3 Preparation for Rollout 16 days Thu 18 11 10 Thu 9 12 10 29 3 Review changes to UT Use Policy 10 days Thu 18 11 10 Wed1 12 10 6 7 10 IT Manage
33. ttp www papercut com docs implementation quides PaperCut NG Implementation Example Project zip Copyright 2010 2015 PaperCut Software International Pty Ltd All Rights Reserved 22 of 22
Download Pdf Manuals
Related Search