POP QUEST - Iteam Resources Inc.
Contents
1. Card Readers Readers vailable Card Readers No Reader Selected e REaOer IO MoMmBer Zz Bile Godeni iz ROM Cone _ Bile Cone Zz ma Bly OUe site Gode a oo a ah DiShlay MESSage Site Gode gi pooo DECiiial ROUnG Tia Bile Cone a Minit Gash yalies Hl Warmim Gash valle Hl Aliina Unit yaltes HELa Unit yalies Ha Communications Port z stap Bite g Baud Rate Parity z Data Bite z ject Gard On Prnteancell Pa Inappropriate Keywords Fig J The PopQuest software also has the unique ability to allow card reading devices to be directly attached to the user workstation for direct printing from the workstation Before the print job is released the card would be inserted and the cost of the print job would be removed directly from the card The print job would then be released to either a local printer attached to the workstation or a network printer within the location For further information regarding compatible card readers please contact Iteam Resources To select a card reader simply select it from the available card reader list In most instances the default values for communication settings are correct but if they need to be adjusted this is done on the right side of the screen 14 9 Inappropriate Keywords Display Presentation Inappropriate Keywords sugar darn heck Database Definitions Card Readers r Inappropriate Keywords Fig K In some instanc2. PopQuest software monitors this printer and displays a box when the patron prints showing job cost username and password information and a job description When the patron prints a document the job is transferred from the local workstation hold queue to the print server hold queue At this point the patron would proceed to the dedicated print release station and select their job The PrintQuest software would deduct the necessary charges then release the job to the printer Shown below is a typical PrintQuest environment Network Server Fnviroanment Job sent to printer Hold and Release Queue on server Workstation User selects and pays for job Print Release Print Server Station analyzes jobs and sends list of jobs to release station Fig A 1 User sends print jobs to a locally created printer a popup menu appears showing the number of pages printed cost of print job and requests the patron s identification user name The patron can also choose to password protect the print job User then selects print on the popup menu and job is then transferred from local printer to the network hold printer Print jobs are stored on a hold queue on the network or print server 1 Print jobs are released from a centrally located print release station by inserting a debit card into the card reader A popup window appears asking for patron identification username Once entered a list of that p
3. has the ability to track printing through a transaction log If the specific location is entered in this area then the location will be displayed in this transaction log Ie Library or Computer Lab Costing Area This is a field where the system administrators can enter a description of the printer queue to make it easier to track print jobs This description will appear in the transaction log Local Printer Directory This is the location of the local spool folder This must be set correctly in order for the PopQuest software to be able to count the pages 12 Ts Database Definitions Display Presentation 1M DEE UER Monitored Printers JE vailable Database Definitions Database Definitions No Database Selected PCounter Database Database Class None e ge Quest Cybraryn Database Database Driver None Quest Database Database Database File Type None M Validate User Against Database IT Use Online Account Balances T Confirm Charges Prior To Printing Online Database Location Card Readers Inappropriate Keywords Fig I One of the most unique features of the PopQuest software 1s the ability to attach to a patron database to set up accounts for print users This can be used to set allow free printing in various ways Patrons can be allowed to have a specific number of free prints in a day month semester year or just about any way your institution wishes PopQuest can import different types of databas
4. 1Team Resources 7Nc POP QUEST User s Manual V 2 4 0 Print Control For The Desktop Table Of Contents Introduction Theory Of Operation PopQuest Installation PopQuest Configuration Display Presentation Monitored Printers Database Definitions Card Readers Inappropriate Keywords Pg 11 13 14 15 Introduction With the increase in costs of paper and printing supplies libraries and universities are in need of ways to control printing to eliminate print waste and abuse One of the easiest ways of doing this is by implementing a pay for print solution and Iteam Resources provides one of the best products on the market to facilitate this need The Quest Suite of products includes Print Quest and Pop Quest The software captures print jobs before they are printed to inform users the total number of pages and the cost This is done through a combination of software and hardware The software holds the print job for final printing and the hardware provides a means of payment for the print job Pop Quest software resides on the patron workstation and Pops up an information box on the screen when the patron decides to print It is designed to operate in one of two modes money mode or account balance mode Money Mode displays a box that shows the name of the job the cost per page the total job cost number of pages and allows the user to enter a username and or password The job can be released from a dedicat
5. articular patron s print jobs appears on the screen Individual or multiple print jobs can be selected to print The software provides a total cost for print jobs total number of pages to print and card balance after the job is released Software also indicates if more value is required on the patron s card PC Requirements Win9x NT WS ME 2000 Local Paused Printer Virtual PopQuest Installation Insert the PopQuest CD in the CD drive of the workstation Browse the CD and run the setup exe file It will ask you to choose the location destination directory for the program files The location may be changed by using the browse button The default folder is c PopQuest Fig B Choose Destination Location Setup will install Popuest Desktop in the following directory To install to this directory click Next To install to a different directory click Browse and select another directory fou can choose not to install PopQuest Desktop by clicking Cancel to exit Setup Destination Directory j c PopQ uest Browse i Cancel Fig B Selecting Next will show the destination program group that will store the program Continuing to press Next will show installation information Choosing finish will complete the installation process Pop Quest Configuration The first step to implementing PopQuest is to create a locally paused printer This is a virtual printer that the patrons will pri
6. ed kiosk computer terminal running the Print Quest software by using coin bill or cash debit card Account Balance mode connects Pop Quest to a patron or other database that allows users to charge their prints to their account balance This popup box shows the job description username password various matter codes number of pages cost per page and total job cost This software is easy to install and configure through its graphical interface By creating virtual printers it is also very secure and prevents users from bypassing the system This manual describes all the features of the Pop Quest software If you have any questions you can reach technical support Monday Friday from 8 00 am 5 00 pm at the following number 678 261 4002 Theory Of Operation Print Quest operates through the use of virtual printers that are monitored by the software To see sample configured networks please refer to the PrintQuest manual A typical network server lab is shown Fig A First two printers are created on a print server The first printer 1s a hold printer and the second 1s a release printer The hold printer is a locally shared printer pointing to LPT1 and is paused This is the printer that will hold the print jobs until the patron pays for them The second printer is a normal network printer that will print as soon as a job is sent A local hold printer is also created on the user workstation that points to LPT1 and is paused The
7. es 1t may be necessary to configure the PopQuest software to reject certain keywords deemed inappropriate for their institutions A list of these words can be specified in the inappropriate keywords list as seen in Fig K Simply enter the words deemed inappropriate in the list and save apply the information These words will be rejected if they are included in either the print job description or the user name in any way even if they are only part of another word For example if someone tried to submit a job called darnit it would be rejected since the word darn is an inappropriate keyword 15
8. es including its own format the CybraryN database and PCounter Available Database Definitions This is the type of database that is to be used Simply check off the database to be used and the information for that database can be selected on the right side of the screen Database Class This is the style of the database to be used For example the database style for PopQuest is Microsoft Access mdb for PCounter the style is Foxpro dbf Depending on which database 1s selected the description will automatically be displayed Validate User Against Database If the user is to be validated against the database then this option must be checked Use Account Balances If checked the software will use any online account balances associated with the account If this option is checked you will notice that validate user against database will automatically be checked as well This is because in order to use account balances the user must be checked against the database selected Confirm Changes Prior to Printing Before the print job is released the user will be prompted to confirm the change to their account balance before the print job is completed 13 Online Database Location This is the location of the database for the system This location can be located anywhere provided the software has sufficient access to the database location The software will require read write access to the database to make necessary changes
9. f the screen is a normal Windows network browse screen All printers on the local machine will be listed at the top and shared printers from other servers or domains are listed below it The right side of the screen is split into two sections Local Printers and Network Printer The local printer being monitored must be selected as a local printer and the network hold printer must be selected as a network printer Select Apply Information to save changes General Pricing Price This is the price per page that is being charged If there is only one method of payment then this is the default price If there are multiple methods of payment ie cash vs card then this would be the card price Coin Price If a coin bill device is to be used as a method of payment then the price per page is entered here Unit Price Ifa unit card is being used then the number of units to be charged per print is to entered here Decimals The number of decimal places to be shown 1s entered here Choice of 2 or 3 Free Print If free printing is desired then this option can be switched from No to Yes A card or money may still be necessary to display print jobs but no money will be deducted Maximum Pages This is a setting to set a limit to the maximum number of pages to allowed to be printed per job Maximum File Size This is a setting to set the maximum size of the print job in bytes Ex a value of 1000000 would be 1 Mb Location The PopQuest software
10. nt to and that the software will monitor Use the normal Windows Add Printer process Fig C The printer will be local with and point to LPT1 The printer must also be paused so that jobs are not spooled out the LPT port Add Printer Wizard How i this printer attached to your computer IF itis directly attached to your computer click Local Printer If itis attached to another computer click Network Printer Local printer a S Network printer Back Cancel Fig C Configure the printer to print in RAW format This can be checked in the Print Processor section of the printer properties The drivers for the printer must also be in either PCL or Postscript format Jobs sent to this printer will be counted and sent to the network hold printer that was installed during the PrintQuest portion of the software There are two applications associated with PopQuest DQuest and PopQuest DQuest is the configuration portion of the program and PopQuest is the actual program that monitors the printer s Either program can be launched by clicking on Start gt Programs gt Quest Desktop gt DQuest or PopQuest Launching DQuest will display the following application box Fig D On the left side of the screen there are five option bars Display Presentation Monitored Printers Database Definitions Card Readers and Inappropriate Keywords General Definitions General M Hide Icon Menu M Use Dis
11. ord field in order to print the job Apply Information must be selected in order for any changes to take place Display Format 2 Display Format 2 is the general look of the popup that will be displayed 1f this format is selected It is also referred to as Account Balance mode E Configuration Options Display Format 2 General Definitions Display Format Description Client 1 ft Pages 0 Client ID Matter Cost Per Page 0 000 Total Cost 0 000 h Password Sub Matter ENTER INFORMATION AND PRESS PRINT 4 N F Allow Job Description Change M Password Required I Allow Total Cost To Be Changed M Userld Required I Client Code Required V Allow Total Cost To Be Zero M Clear User Id Each Time M Matter Code Required I Remember Last User Id M Sub Matter Code Required I Use Computer Name As User Id Monitored Printers Database Definitions Card Readers Fig G As above to make any changes to any of the fields in Fig G click desired field and make changes to the box that appears Description Client Id and Password is the same as in Display Format 1 10 Client If the print job it to be charged to a specific client then they client name must be selected This is designed for charging prints back to a client for example a lawyer charging prints back to their client Matter This is a preset matter code that can be selected to charge the print to For example if the lawyer has several topics
12. play Format 1 I Apply Keyword Search I Apply Page Counts Default Maximum Printed File Size Default Maximum Number Pages 0 0 M Purge Spooled Documents On Startup Maximum Printers To Monitor I Operate In Silent Mode Inactivity Timeout Value In Minutes I Log Printed Documents Detailed Transaction Database Location System Message File Monitored Printers Database Definitions Card Readers Display Presentation There are three main sections in Display Presentation General Definitions Display Format 1 and Display Format 2 Listed below are the definitions for each parameter After any changes are made the Apply information button must be pressed General Definitions Hide Icon Menu With this checked the PopQuest menu cannot be displayed while running Hide Sytem Tray Icon The PopQuest icon will not be displayed while the PopQuest program is running Apply Keyword Search Enable Disables the keyword search option A list of inappropriate keywords is found in Inappropriate Keyword section Apply Pagecount Turns PopQuest pagecount on off Purge Spooled Documents On Startup If any print jobs are located in the hold printer during a computer restart then the job will be purged form the print Queue Operate In Silent Mode This is a feature for running the PopQuest in the background without a popup box appearing This is useful for tracking printing in order to determine how much printing is
13. t will be displayed if this format is selected It is also referred to as Money Mode E Configuration Options Display Format 1 General Definitions Print Control For The Desktop Description 0 000 Cost Per Page Client ID Password Card Balance 0 000 Now Seince 00 ENTER INFORMATION AND PRESS PRINT F Allow Job Description Change f Clear User Id Each Time I Password Required M Userld Required I Use Computer Name As User Id Monitored Printers RE a Fig E To change any of the description or client fields click on the individual field and a box will appear and allow changes to the field See Fig F Client ID 4 E Format Text Information Password ext Caption Descriptiory ext Alignment Font Mame amp Color S ZE Style Printing To Fig F Description This is the job description of the document being printed For example if MS Word it would read as follows Microsoft Word Documentl Client ID This is the owner name of the document It will default to either the login name or the computer name This ID can be changed by the user to personalize the job to make it unique to them This is recommended so the job is easy to find when they are attempting to print it out Password This is the field for the patron to enter a password to protect their print job This is useful for institutions that are concerned with privacy This can be turned off on to best suit the insti
14. taking place Log Printed Documents This indicates that all print jobs that are printed will be logged in a file for audit purposes See the Audit Report section for more details on auditing Log Cancelled Documents This function will log all print jobs that are displayed but cancelled by the user This may be useful for determining how much paper may be saved by using a print cost recovery system Detailed Transaction Database Location This indicates the location of the audit file to be stored and named Use Display Format 1 This indicates to use Display Format 1 as the type of popup box to be used This is also referred to as Money Mode Use Display Format 2 This indicates to use Display Format 2 as the type of popup box to be used This is also referred to as Account Balance Mode Default Maximum Number Pages This is a way of setting a limit on the number of pages ajob can contain The default is zero which is an unlimited number of pages Default Maximum Printed File Size This is limit on the size of the file in MB Maximum Printers to Monitor This is a way of setting a limit on the number of printers the Popup can monitor for each workstation Inactivity Timeout Value In Minutes The amount of time to wait before canceling print job if no activity is performed System Message File This is the location for the system messages to be found Display Format 1 Display Format 1 Fig E is the general look of the popup tha
15. tutions needs This can also be configured to force the patron to enter a password if desired Policy Button If the institution would like to display a policy concerning printing this can be included within this button Cancel Print This is the look of the button for canceling a print job Clicking on this button will show a box that will let you configure the font color justification and wording of this function Print Document This is the look of the button for printing a job Again clicking on this button will allow changes to the display of this button Pages This displays the number of pages in the document to be printed Cost Per Page Displays the cost per individual page of the document Total Cost Displays the total cost of the print job Allow Job Description Change Allow the user to have the ability to change the job description Do Not Allow User Id Change A check in this box will not allow patrons to change the description of the user id User Id Required If checked the patron must enter their own unique user 1d to print the job Clear User Id Each Time This will clear any user id in this field The user should then enter their own unique name Remember Last User Id This will input the last know user id in the User Id field Use Computer Name As User Id This will automatically insert the computer name into the User Id field Password Required If checked the patron must enter information into the passw
16. with the same client they can be distinguished here Sub Matter This can be set up as yet another subtopic within the client Allow Description Change Password Required same as Display format 1 Client Code Required If checked then a client code must be selected to print the document Matter Code Required If checked then a matter code must be selected to print the document Sub Matter Code Required If checked then a sub matter code must be selected to print the document Allow Total Cost to be Changed If checked the patron can adjust the cost of the print job if necessary This is good for charging extra or less for specific print jobs Allow Total Cost to be Zero If checked the patron can change the print job to be zero if necessary Monitored Printers Selected Printers 7 Pop_ aay In i Har NT Computers Near Me Selected a NT Entire Network Printers General Pricing Frice Coin Price Unit Price Decimals Free Print 0 000 0 00 0 Maximum Pages 0 Maximum File Size 0 Location Costing Area Database Definitions Local Printer Directory C WINDOWSYSpoolPrinters Card Readers 11 The popup must be configured to transfer the print job from the local hold printer to the network hold printer This is done through the Monitored Printers section of the popup configuration This is also where the price per page auto deletion time and free printing are configured Fig H The left side o
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