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PrintUsage Pro User Guide

1. save on print costs Improve information security reduce waste PRINTUSAGE Professional Print Accounting and Management Software Copyright 2010 AMAX Information Technologies Inc All rights reserved AMAX Information Technologies Inc retains all intellectual property rights associated with the technology described in this document No license express or implied is granted with respect to any of the technology described in this document No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means mechanical electronic photocopying recording or otherwise with out prior written permission of AMAX Information Technologies Inc The content of this document is furnished for informational use only is subject to change without notice and should not be construed as a commitment by AMAX Information Technologies Inc AMAX Information Technologies Inc assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this document Microsoft Windows Access MS MSND SQL Server and Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Other company and product names mentioned herein may be trademarks of their respective companies Men tion of third party products is for informational purposes only and constitutes neither an end
2. General ll Users ll Time i File Type Ii Charging lI Printer Functions simple Charging Mode Mono unit price Color Unit Price 0 500 Ob Area Charging Mode m3 Mono unit price 0 100 Color Unit Price Reduction type Reduce off cost o fl ee W 210 H 297 Emz W 148 4 210 powo pP PM r as W 105 H 148 lps W 182 H 257 Tas W 250 H 354 bowo Pao D EE W 297 H 420 0 100 ps r jx M87273 TE LETTER W 216 H 279 oO E F Fallow Other Paper Type W 0 H 0 lew OO Save Duplex printing A reduction in cost can be set if the user wants to print double sided Reduce Type Reduce Off Cost Simply deducts a fee off the printing cost for printing in duplex Enter 0 to ignore this feature Reduce Type Reduce Off Reduces the cost of printing by a percentage if printing in duplex Enter 0 to ignore this feature 3 2 3 7 Printer Functions PrintUsage Pro supports the monitoring of multi function printers MFPs and through this settings pane the administrator is able to restrict access to certain printer functions on this print server These functions only apply to multi function printers that are able to Copy Scan and or Fax documents PrintUsage 3 5 Installation and User Guide 39 3 2 3 7 Printer Functions Server Setup m Select the functions that can be used by multi function printers connected to t
3. User name Password Port 3306 Driver MySQL ODBC 5 1 Driver Server name is the name or IP address of the MYSQL server User name is the account for the administrator of MYSQL Server refer to the installation guide for the default conventionally default administrator is root A fresh install of MySQL has no password for the root account it is recommended to modify this password after the MySQL initialization Generally there is no need to modify the port and driver used with MySQL unless they are not the default values required by PrintUsage Pro PrintUsage 3 5 Installation and User Guide 21 2 8 7 Existing Database Warning 2 8 7 Existing Database Warning cd PrintUsage Setup Wizard 20100223 PrintUsage Setup Wizard 20100223 A A A A Ar e wae Database configuration Please select the database and enter the database administrator s user name and pass Database is used to save print logs and print monitoring settings Please select the database Access 2000 XP SQL Server 7 0 2000 MSDE and MySQL An existing PrintUsage database was found on this server before continuing it is recommended to perform a backup of the data Continue Yes the existing database will be deleted No to use the existing database If there already is a database on the server you have chosen you will be asked whether you want to overwrite the existing database or not
4. Roles menu 5 4 Paper Type O A4 M 210 297 O AS S 148 210 O A6 S 105 148 o B5 M 182 257 O B4 S 250 354 Cl w M 297 420 O 16K M 197 273 d LETTER M 216 279 Delete Manage the Paper Types monitored by PrintUsage Pro Paper Types in this menu appear in the quota management feature to charge the user a different fee depending on the paper type they have chosen to print Common paper types are included by default e Click Add to create a new paper type option in the system See below for a full description of this menu e Select the check boxes in the Select column and click Delete to remove a paper type definition from the system PrintUsage 3 5 Installation and User Guide 78 5 5 Notification Paper Type The name of the paper type Click on the highlighted name to modify the paper type attributes Size The size category that this paper type belongs to Width mm The width in millimeters of this paper type Height mm The height in millimeters of this paper type Paper Type Choose from the drop down menu a preconfigured paper type Customized Paper Type Define the name for your own paper type Height Width If defining your own paper type enter the paper type dimensions in these text boxes If choosing a preconfig ured paper type these fields will be filled in automatically Size Choose the size of the paper type you are defining 5 5 Notification Start
5. Set login name for print manager web site After installation specify the following URL in your browser http localhost printusage When prompted enter the user name and password Name admin Password Confirm password Choose an ID for this installation of PrintUsage Pro and a username and password for the initial administrative account 2 8 12 Authentication Mode ync E PrintUsage Account Sync Wizard 091215 Select Domain Mode 5 OU Mode O NT Group Mode O Mixed Mode OU and NT Group To authenticate the user using a Windows Server 2003 or more current Active Directory choose OU Mode to authenticate using a version of Windows Server previous to 2003 choose NT Group Mode If you do not intend to authenticate using an Active Directory choose Mixed Mode PrintUsage 3 5 Installation and User Guide 24 2 8 13 Mixed Authentication Mode 2 8 13 Mixed Authentication Mode ccount Sync Wi Ge PrintUsage t Account Sync Wizard 091215 Select authentication by user if you have a domain or active directory in your LAN Otherwise select authentication by computer Authenticate Authentication by user Unite 5 Unite by domain Current Domain 3 Current Domain O From local computer O From file O Authentication by computer O Unite by database Domain controller ADSRVO1 CSV or TXT or xls format needed line format as Username UserF
6. To authenticate using a version of Windows Server previous to 2003 choose NT Group Mode If you do not intend to authenticate using an Active Directory choose Mixed Mode PrintUsage 3 5 Installation and User Guide 98 9 4 2 Mixed Authentication Mode 9 4 2 Mixed Authentication Mode cd Prin ge Account Sync 1215 G PrintUsage E Account Sync Wizard 091215 Select authentication by user if you have a domain or active directory in your LAN Otherwise select authentication by computer Authenticate Authentication by user O Authentication by computer Unite Unite by domain O Unite by database Current Domain Current Domain Domain controller ADSRVO1 O From local computer O From file CSV or TXT or xls format needed line format as Username UserFullName GroupName delimited with comma The Authentication by user mode will import groups and users from the active directory In the Authenti cation by computer mode the setup will go through all working groups on the network and import them into the system assigning the working group name as the group name and computer name as the user name Note Only the computers powered on can be imported Other computers can be imported on the Web Management Site manually after installation Usernames and groups can also be imported from a file The file must however be in either the CSV or TXT file format with the following form USER
7. d PrintUsage Data Maintenance 091127 Ta PrintUsage 8 Data Maintenance 091127 BB user Config Bi Group Config Printer Name Server Name JPrinter Config Sea HP 2000C THOMAS RUSSELL WB server Config HP C LaserJet 4500 PS THOMAS RUSSELL M sync Logs Lexmark X646e THOMAS RUSSELL al Delete Logs fas TOSHIBA e STUDIO4520 THOMAS RUSSELL a Export Data GIO Unite Printer Delete Printer e Move Printer Select one or more printers to move to a different print server e Unite Printer Combine the printing data of 2 or more printers Select the printer who s data you want to combine with another printers this printer will then be deleted from the database a window will then open to select the printer who will receive the data e Delete Printer Select one or more printers in the database to permanently delete 9 3 4 Server Config 3 PrintUsage Data Maintenance 091127 Ca PrintUsage te Data Maintenance 091127 E User Config E Group Config Total Jobs Total Pages Total Cost E Printer Config O Se vmeui we2ke 2 4 2 OBP tHomas ru 0 o 0 Server Config E sync Logs E Delete Logs a Export Data Unite Server Delete Server Close e Unite Server Combine the printing data of 2 or more servers Select the server who s data you want to combine with another this server will then be deleted from the database a window will then open to select the server who will receive the data e D
8. e Grid cell shaded blue indicates that printing is allowed in this period e Grey indicates an interval where printing by this group is denied e How to set up e Select whether you want to Allow or Deny printing e Select the day of the week you want to make the change e Choose the range of time you want to make the change for To change just a single hour For example 7 00 8 00 type the same number in both fields ie 7 7 e Click Submit to make the changes to the grid e Click Save to save the changes PrintUsage 3 5 Installation and User Guide 54 3 4 3 5 File Type In this example General Printer Time ll File Type Quota ll Printer Functions Week 0 MEE AA A UE AE AE E E AE E CUE E UE Monday O Tuesday MANI O O O O II EY aa SSS Saturday O ht ht ht lt A FCCC EEE Deny v Sunday v 0 gii aaan The group is not able to print in the morning on the weekend Saturday and Sunday 3 4 3 5 File Type General ll Printer Time File Type Quota lI Printer Functions By default Allow all file types Deny all file types Except the following file types KB 0 for unlimited p p 0 for unlimited Blank for no restriction For multiple key words delimit each string with 0 for unlimited A Certain file types can b
9. m m m IN m j e Remove users from this table by selecting the check box next to their name and clicking Delete Click Save to store any changes that have been made PrintUsage 3 5 Installation and User Guide 35 3 2 3 4 Time In this example Genera Users Time File Type Charging Printer Functions By default Authorize all users O Deny all users Except the following user s a tonya_ziegler Tonya Ziegler Marketing 64 J lynne_shockley Lynne Shockley Marketing 53 E dianne_marley Dianne Marley Marketing 124 a earl_mumford Earl Mumford Marketing 83 e a Save PI All users will have access to the server except those listed in the table 3 2 3 4 Time A restriction on the time of day a server can be accessed can also be imposed The Web Management Site allows the administrator to instruct the system to automatically deny print jobs sent to this server at certain time intervals during the day This can be set for each day of the week Server Properties Genera Users i Time File Type Charging Printer Functions Saturday HRA _Sunday a Allow Monday v BREAD seinen e Grid cell shaded blue indicates that printing is allowed in this period e Grey indicates an interval where printing through this server is denied e How to set e Select whether you want to Allow or Deny printing e Select the day of the
10. As Image Image Raw Raw Only and None It will go into effect once changed Enterprise Version only 1 As Image The print contents are captured as images Printed content can be viewed by clicking the icon in the print log 2 Image Raw The print contents will be saved as raw files if capturing in image format fails Click to download or open and click to resend it to a printer 3 Raw Only Doesn t attempt to generate a compressed image file instead just stores the raw file 4 None The print contents will not be captured However they will be recorded in the print log e Click Add to enter Add Printer page and add printers to monitor e Click Manual Add to enter the Manual Add Printer page use this option to add network attached printers e Click Delete to delete the selected printers from the list To delete all printers select the box at the head of the table to choose all printers and click Delete 3 3 2 Add Printer Note To add printers successfully ensure that the print monitoring service has been installed on the target server with the HTTP service activated and the computer installed with the Web Management Site is set as the master server Ga Server Name THOMAS RUSSELL v El Monitor Capture Print Content Printerliame ShareName Description Driverfiame Location Y Y TOSHIBA e STUDIO4520CSeriesPCL6 TOSHIBAe TOSHIBA e STUDIO4520CSeriesPCL6 L Microsoft XPS
11. initialize After MySQL Goes Online Restart Service R Advanced Enable advanced Printing features 8 4 1 Start PrintUsage Pro Service at System Startup Checking this item will start the print monitoring service along with the startup of Windows A user doesn t need to be logged in for the service to start 0 4 2 Launch PrintUsage Pro Taskbar Icon After Login Checking this item will start the print monitoring tray program along with Windows login Unchecking this box won t interrupt any print monitoring service the tray program simplifies the configuration of the monitoring service Alternatively the tray program can be started from the Start menu when it s required 8 4 3 Initialize After MS SQL Goes Online The PrintUsage Pro monitoring service relies on a connection to a database to store recorded data and retrieve information on the printers and users Therefore an error is likely to occur if the monitoring service starts before a connection to the database is available Checking this box will avoid the potential for such an error If Microsoft Access or another remotely installed database application is being used with PrintUsage Pro this box does not need to be checked The check box will be grey and uncheckable if the system does not recognize MS SQL Server as being installed on this computer PrintUsage 3 5 Installation and User Guide 91 8 4 4 Initialize After MySQL Goes Online 0 4 4 Initialize After MySQL Goe
12. Incremental synchronize algorithm is used when import the accounts no existing accounts will be deleted 2 User Group relations in the domain will overwrite the setting in database if conflict occurs 3 Newly imported accounts have unlimited quota and 100 initial balance by default 4 Newly imported account inherit its group s configuration by default Click Finish to start the import of users and groups into the database This may take several minutes if there are a large number of users to import 2 8 17 Setup Complete Completing the PrintUsage Enterprise v3 5 Build 091215 Setup Wizard The setup has finished installing Printlsage Enterprise v5 5 Build 091215 on your computer The application may be launched by selecting the installed icons Click Finish to exit Setup http www amax com Click Finish to exit the install wizard 2 8 18 System Tray Service Application General Print Monitor Service HTTP Service Print Content Licence ES PrintUsage Service V3 5 Copyright by Amax Information Technologies Inc 2003 2009 All Rights Reserved Auto Configuration This is the server that has the PrintUsage web management software installed Click Discover to automatically search the network for a server configured with this software If no servers are found enter the server name manually Test Configuration If a print server has been installed it is important to test
13. bytes page PrintUsage Pro saves the captured print contents as images in Tiff G4 format which has a high compression ratio with a resolution range from 75dpi to 600dpi The size of each A4 page varies between 10 KB and 200 KB on average depending on the contents and resolution The default resolution is 300dpi approximately 30 KB page Suppose there is a print server that captures the content of 100 000 pages per month over 3 months Space demand 100 000 pages month 3 months 30 KB 9 GB If the content is saved as a reprint file significantly more space will be required than if the file is compressed as an image Precisely how much more depends on the printer and contents of the printed file The size of each A4 reprint file ranges from ten to hundred kilobytes on average usually 100 KB page 2 5 Database Selection PrintUsage Pro supports three commonly used databases Which database to use depends mainly on the printing scale and the system architecture See the following table for details Access Free database for documentation MSSQL Database for businesses ranging from medium to large in size Stand alone O Free easy to install stand alone only installation Efficiency bottleneck for records over 5000 Amount month lt 500 pages No database connector needs to be installed on print server Highly cost effective easy to use convenient for management and maintenance stable performance Recommended Free
14. gt gt gt If PrintUsage Pro has been successfully able to monitor this document the print log will show a new print job with all of its associated information To access the print log login to the Web Management Site and select Print Log in the left side menu If an Enterprise license has been purchased the captured print contents for this file can be viewed by clicking the content icon pqwugo gt o gt M E fy page 1 of 1 4 YU b Jaara 7 TT An Windows XP Windows Printer Test Page Congratulations If you can read this information you have correctly installed your Xerox 4505 on THOMAS RUSSELL The information below describes your printer driver and port settings Submitted Time 4 47 46 PM 2 23 2010 Driver version 6 Environment Windows NT x86 Additional files used by this driver C WINDOWS System32 spool DRIVERS W32X86 3 PCLSERES DLL 6 0 5479 0 vbl_wcp_d2_drivers 060616 1619 IWS System32 spool DRIVERS W32X86 3 TTFSUB GPD L 6 0 6001 22127 vistasp1_ldr 080302 0124 GPD Cw SUB C WINDOWS System32 spool ORIVERS W32X86 3 UNIRES DLI C WINDOWS System32 spool DRIVERS W32X86 3 STDNAMES This is the end of the printer test page PrintUsage 3 5 Installation and User Guide 29 Chapter 3 System Object Configuration The PrintUsage Pro system contains four major objects Servers Printers Groups and Users A Server is viewed as being the parent of the printers that are connec
15. to all printers and issuing unique ID cards to all users print jobs sent to the server will be paused in the print queue until the user swipes their card When a user does this only jobs they have sent to the printer that are bound to that card reader will be printed Other jobs sent by other users will remain in the queue This feature not only improves data confidentiality but because misprinted documents can be removed from the print queue at a users request It also reduces waste caused by accidental printing There is an additional charge in order to activate this feature Print management service consists of two parts Print Management Service Software that runs as a system service and starts with Windows by default This monitors the print jobs on the local printers controls which job is sent to which printer and records the relevant information in a database System Tray Program A tray program that provides a user interface to help with the configuration of the management software General Print Monitor Service HTTP Service Print Content Licence E PrintUsage Service V3 5 Copyright by Amax Information Technologies Inc 2003 2009 All Rights Reserved Auto Configuration This is the server that has the PrintUsage web management software installed Click Discover to automatically search the network for a server configured with this software If no servers are found enter the server name manually Test Con
16. word or assign new administration roles to the user Paper Type Add new or delete existing paper types Paper types in this table appear in quota management screen allowing the administrator to set printing costs for different sizes of paper File Type Add new or delete existing file types The administrator may want to block certain file types from being printed non standard file types can be added here Notification To send notification messages to indicate to the user the status of their print job Messages can be sent via Windows Messenger or sent to an E mail account Roles Add or remove different roles for the administrators of the Web Management Site and assign rights accordingly Data Maintenance Tools to manage the information stored in the PrintUsage Pro database Advanced Options Configure user interface and advanced document monitoring options PrintUsage 3 5 Installation and User Guide 15 5 1 Registration 5 1 Registration AMAXGS Test License Unlimited Unlimited 12 31 2010 Yes Yes No The registration screen shows the registered user or organization with the maximum number of users and mon itored printers that registration code will allow along with the various extensions that have been activated Different registration codes can be purchased to either increase the number of printers or to unlock additional functionality provided by PrintUsage Pro Note Users who have purchased a full licen
17. 1 A4 Mono Single 1 1 A4 Mono Single 1 1 B5 Mono Single 1 i A4 Mono Single 1 1 A4 Color Single 1 i A4 Color Single 1 1 A4 Mono Single 1 1 A4 Mono Single 0 00 0 30 0 30 0 30 0 30 0 30 0 10 0 10 0 10 0 10 0 10 0 50 0 50 0 10 0 10 Print Print Print Print Print Print Print Print Print Print Print Print Print Print Print This screen provides a summary of the most recent print jobs that have been processed by the system To view more detailed information stored for a specific job click the link in the to the print task that you want to view Document column that corresponds The summary table can be sorted using any of the highlighted columns as criteria Click one of the headings in blue underlined type to sort the table first in ascending order and a second time to sort in descending order User The name of the user account that printed the document Group Name of the group that this user belongs to Computer IP The name of the computer where this job was sent from in brackets is the IP address for this machine Submit Time The date and time that PrintUsage Pro received this document Printer Name of the printer this job has been sent to Document File name for the printed document PrintUsage 3 5 Installation and User Guide 84 6 2 Manual Audit Content Click the icon to view the p
18. Click Yes to delete the previous database and create a new one or click No to preserve it The setup will automatically upgrade the database to the latest version without losing any data If you choose to preserve the data you can skip the next steps which describe how to import users and printers unless you want to make any modifications 2 8 8 Monitoring Mode 4 PrintUsage Setup Wizard 20100223 PrintUsage Setup Wizard 20100223 To change the advanced monitoring settings refer to the Website management page Select monitoring mode Mono Cost 0 10 Color Cost 0 50 Default Quota value 100 00 Default Quota type Unlimited PrintUsage Pro provides various types of quota monitoring options e Control of printing in either Black amp White or Color e Alter the default quota value for users e The Default Quota Type determines how regularly quota is reset for the users Changing this setting to unlimited will still charge users for printing but a print job will still be allowed if the user s quota is negative PrintUsage 3 5 Installation and User Guide 22 2 8 9 Select Printers 2 8 9 Select Printers 12 E PrintUsage Setup Wizard 091215 Please select the printer to monitor The trial version allows 3 printers Excluded Printer s Selected Printer s T Printer Na Server Name Xerox 4505 THOMAS RUSSELL Printer Na Server Name
19. DISEMDULION e ara 4 6 eb he TA A A E EE A 10 ZO Database Selection 4 4 4 4 o de a E EOS 11 2 6 Installation Preparation sa me a m 2 a aaa b paaa ae e aoaaa a o e 11 2 6 1 Uninstall the previous version of PrintUsage Pro aoaaa aaa a 11 2 6 2 Install Database Providers As Necessary oo aaa eee eee 12 2 6 3 Install IIS Components Optional lt 2 A eo ee A wo 12 2 6 4 Install Net 3 5 Framework 2 2 2 a 13 2 6 5 Add Firewall Exceptions Lo Oe A ee BR ee a a 14 2 00 Attention s carr Sea ee a ae ww a a me we ee A KE a 14 Z 4 AMStANATION Walkthrough y acces we ae Bee FG ae ee eee we A Be Ges 15 20 1 E e ale 4 e Gov O 15 2 1 2 End User License Agreement aa a 15 Zo Installation Foder 2 44 42S eh eee eRe Rh eS EO eS a 16 Akae RUI ASEAIAUIOUN y s a te Se me eek ok Alia SG SE Dy She sole a BE a OA RE A A 16 2 7 5 Management Server Only Installation 0 0 2 20 00 0000 eee 17 2 7 6 Print Server Only Installation 2 2 2 d ea me aa a e ea e O 17 Zur Stan Meni Folder o a a aros le h dis See ie de a eas Bee teh th ty teh thas dd 18 2 7 8 Installation Summary os oc oak ee ww a 18 20 SOLOS Aaa an a a a E E EE ia Bok e A we ee Baga a Bas 18 2 61 Setup Configuration aa A E RRR a ae Go eR Res 19 2602 Olanda SEUD 26524664 asas eee bene a hae ee ae 22 as 19 2 8 3 Advanced Setup Choose License 0 0 0 0 000000 eee 20 2048 Choose The Databases e morr a ad OE RRS A Ow OS AS OO A 20 2 8 5 Micros
20. Document Auditing e Restrictions can be implemented to deny a user from printing a certain document if the document information satisfies certain pre defined criteria 1 Size in bytes of the document 2 Number of pages 3 File type 4 Contents of the file name 1 1 7 Flexible Authentication and Charging Mode e PrintUsage Pro supports two modes of authentication Either by username if a domain is used or by computer name if connected through a peer to peer connection e User accounts can be imported and charged e Page charging differs according to paper size Black amp White Color Single Duplex e You can set quotas by the day week month quarter or year 1 1 8 Simple Architecture Intuitive Implementation and Plug in Sup port e PrintUsage Pro consists of a Web Management Site central database and management service which can all be installed on a single computer or distributed across multiple computers on a network e Support provided for various plug ins 1 1 9 Support Multi Databases for Different Application Require ments e Included support for MS Access MSSQL Server and MySQL database applications 1 2 Printer Compatibility PrintUsage Pro supports a wide range of printers and drivers however it is worth ensuring that there are no known compatibility issues with your printers prior to installing PrintUsage Pro 1 2 1 Common Job Monitoring PrintUsage Pro supports all printers running on Windows 200
21. ESSE CPU Intel Pentium III CPU Intel Pentium 4 2 0 GHz Required Software e Operating System Windows 2000 XP 2003 Vista 2008 7 e Database Manager and Components e Microsoft Access MS Jet DB Engine included in the operating system MDAC 2 8 included in the installation package e Microsoft SQL Server MS SQL Server 2000 2008 MSDE e MySQL MySQL Server 5 0 MyODBC 5 1 e Management Server Only one Pfam ESSE CPU Intel Pentium III CPU Intel Pentium 4 2 0 GHz Required Software e Operating System Windows 2000 XP 2003 Vista 2008 7 e Web Server Optional Windows IIS 5 1 6 0 7 0 IIS 6 0 compatibility management is required for 7 0 e Database Provider e Microsoft Access MS Jet DB Engine included in the operating system MDAC 2 8 included in the installation package e Microsoft SQL Server MDAC 2 8 included in the installation package e MySQL MyODBC 5 1 e Print Server One or more Trim recommended CPU Intel Pentium III CPU Intel Pentium 4 2 0 GHz PrintUsage 3 5 Installation and User Guide 9 2 2 Printing Mode Required Software e Operating System Windows 2000 XP 2003 Vista 2008 7 e Database Provider e Microsoft Access MS Jet DB Engine included in the operating system MDAC 2 8 included in the installation package e Microsoft SQL Server MDAC 2 8 included in the installation package e MySQL MyODBC 5 1 The web server Cassini is included with the PrintUsage Pro installa
22. Installation and User Guide 20 A AAA 2 8 15 Select Users ync Ta PrintUsage a Account Sync Wizard 091215 Excluded User s Selected User s T Name FullName Group T Name FullName Group York_ York Wang AMAXGS wendy Wendy AMAXGS vmtest vmtest AMAXGS victor_ Victor Z AMAXGS E tony_tao Tony Tao AMAXGS itina_s Tina Shen AMAXGS Tina_lu Tima_Lu AMAXGS thoma Thomas AMAXGS test last testlast AMAXGS Pests tests AMAXGS Y test4 test4 AMAXGS 1m mm Load Users Successfully Based on the groups that were selected from the previous screen users in these groups will be imported Users who do not need to be imported can be excluded by clicking the appropriate arrows More users and groups can added by either running the User Sync Tool from the Start menu or through the Web Management Site 2 8 16 Configuration Wizard Complete G PrintUsage ta Setup Wizard 091027 Ca PrintUsage Setup Wizard 091215 Stand setup mode the type of unlimited quota the price of mono page is 0 1 the price of color page is MUSA EE E i A The number of monitored Bult Run Account Sync Wizard virtual directory is PrintU password is empty Saving IniFile PrintUsage 3 5 Installation and User Guide 26 2 8 17 Setup Complete 3 PrintUsage Account Sync Wizard 091215 Ge PrintUsage Account Sync Wizard 091215 Account Sync Notes 1
23. Manually Add a Printer 22068004 844 0 248 Bee aD ee SE ee Sook PTOPEr S e b wt doce ce ha Gs ade dt a a Be oe we ee 2D 3 3 5 Printer Restrictions aa a a a a oo Group Properes sarae cee eS BLA RS a BSE EES OL E Shek Group LISE smer as o DO ope eee arts ae ee SO ee ee ee Se ee GAZ Ada GOUN lina a a et KE oe ok EES ee SHS Properes 2 Aaa a Sy a Br Bk ed ee i 30 USER Properties aa t dd do we hk cba oh aa tay ee hee Bch wee i os ed de de Be ae Siow ASES a a oe ai ou AU te eee ee Re de ls He ee ae a Beets SpA Add USEF s eama Soe Gh Shade see Agee eee hc det ieee sae ane ey GE Bie wo Be Grad brates os Seco UIODS eS db Gm ar de hk SW BO He a e a a ee oe 3 5 4 User Restrictions 2 lt 0 lt lt lt 0 lt lt lt 4 24 4 Report Generation Al RM ana as Dok A e a Be ee a e od AAN 42 Task ANAWSISs soil AA AAA A BMG Se AS TIMEANAVSE aas dr AE a A AA AR A oe A Cross ab ANAS AL AE E A OE SG toy A A 4 5 Master Detail Analysis 2 a aa a a A263 User SUMMAN o a cert dde Booms a Se a Ae BB Rok he ech he ae AR e 4 T Printer Summary diosa da aw 64 we Rew SR ee ee he ad a BOS Soe 5 System Options DL IRESISUALION 2 2 2 area kh I A er Bw Ee eat a ew oe ee B VOM AUCs sie cach ck ee o gt A GI BS De te Se A a ee a ere 52d Apply Template is dro at oe ac we ore heck we ree we te eh ay amp od he A a Deo AMI ALO a Be tect a oe aah ae a oh a nh aa eters Me nae ea a ek eg Dil Paper Type ci ew ssaa dR OG AE
24. and User Guide 76 5 2 1 Apply Template General A Users ii Time File Type ii Save 5 2 1 Apply Template The template feature includes a simple method of applying the user created templates to objects in the system From the Apply Objects menu the selected template can be applied to any matching objects in the system lt cannot however be used to remove any templates that have previously been applied Apply Objects Template Name Server Setup Select Object s Object List THOMAS RUSSELL lt Templates can only be applied using this menu applied templates must be removed through the object s settings menu eco e Objects in the left column of the table are the objects in the system that are of the same type as the template that has been chosen le all the Servers Printers Groups or Users depending on the template type e Select the name of the object and click gt to move the object to the Apply List e Select the name of the object in the Apply List and click to remove added objects from the list of objects who are going to have the template applied to 5 3 Administrator To allow other users to administer the PrintUsage Pro system new administrators can be created The default administrator which is created during the setup process has full access to all menus and options across the Web Management Site New administrators however can be assigned role
25. bd Bee He be EE amp ER we amp ow OO A a 55 INOUMGAUION e i p a eo ae ara OE a a el ee ewe ke oh ee A 5 5 1 Setup SMTP Notifications lt lt lt ceoe shte5 e8e85 22e8c a DO ROES hah ae ar Heh heck he a e ER the A ela a erg eae E Pt ee Wee es eee es ae 5T Add ROG 40 5 be ke eA A Pewee e e BE ARA 5 67 Data Maintenances 4 0 4 2 2 e a AA A ee Eee we 59 Advanced ODHONG 2 oor ened bem bee eee a hee BEES ee 6 Printing Logs OL PRIME NAO AR ne a Be Be ST Th Geis E a ee EE Sm ae a Ge Ss a 02 Mantua lCAUIE se ad a be eee Ge th he Ano Se he ae BS 7 Swipe and Print ID Card Authentication PrintUsage 3 5 Installation and User Guide CONTENTS 8 Print Server Service Application 39 a ee ae he Me ee te a Sw Ue Set ate eh eS ek ah e eae a Se oe we a we i 89 9 2 Advanced Setup 2 2 84 a dese Sh k BID e eee EERE SEH 89 8 3 Automatic Configuration 2 244 460 AA we ee Ee Hw 91 8 4 Print Monitoring Service 1 aaa a a a 91 8 4 1 Start PrintUsage Pro Service at System Startup 0 91 8 4 2 Launch PrintUsage Pro Taskbar Icon After Login 00 91 8 4 3 Initialize After MS SQL Goes Online 91 8 4 4 Initialize After MySQL Goes Online o 92 SA AdVanced view dados ed it Aaa aaa e 92 8 5 Start Stop Print Management Service cesa a E A e ee eee eed 92 8 6 Capture Print Content Enterprise Version Only 0 0 e 92 9 01 Print Content Capture Folder iia e a dt e Saks 93 8 0 2 Clean Print
26. day week or month PrintUsage 3 5 Installation and User Guide 69 4 3 Time Analysis Job Type If Multi Function Printers can be monitored by PrintUsage Pro the user might want to exclude faxed docu ments or scans from the report This example shows the total number of pages printed based on the file type of the print job Q el Style Column Criteria Total Pages w Status Allow L Deny Date 3 1 2010 3 31 2010 Summary Type File Type Job Type Print Y Copy Y Scan Fax 3 1 20 10 3 31 2010 HA Total Cost MAA otal Fages ME Total Jobe This report can be exported from the Web Management Site into a Microsoft Excel spreadsheet 4 3 Time Analysis Generating a time analysis report of the printing data stored in by PrintUsage Pro is the best way of illustrating the usage trends of the users For example the user is able to generate a summary of the usage data for each print task grouped by the hour in the day or the day of the week Style Column a Criteria Status Allow L Deny Date 3 1 20 10 3 3 1 2010 Summary Type File Type w Job Type Print Y Copy Lv Scan I Fax Submit Export Style The user can choose the style of the graph they want to generate Options are Bar Column Line Pie Point and Area Status Choose whether to include just the print jobs which have been denied allow or all print jobs ste Column x Status Allow C Deny Time S
27. desktop MSSQL Slight inconvenience in management and backup Distributed installation Amount month lt 500 000 pages Distributed installation Amount month lt 50 000 pages MySQL Free database Distributed Free high efficiency for small amount of data with open installation Cross platform capability source ideal Amount month lt MyODEC needs to be installed on each print for businesses 200 000 pages server ranging from small to medium in size 2 6 Installation Preparation 2 6 1 Uninstall the previous version of PrintUsage Pro If an older version of PrintUsage Pro is currently installed on the system this must be completely uninstalled before installing PrintUsage Pro 3 5 The installation wizard will detect a previous installation and remove it at the start of the installation process however information stored on the database and any captured print content saved by the previous version will be preserved by default e Microsoft Access Database the database file is stored at INSTALLED FOLDER Data PrintUsage mdb PrintUsage 3 5 Installation and User Guide 11 2 6 1 1 Ensure the Installed Database Works Correctly e For MS SQL or MySQL stored data is stored on the database server Refer to the user manual for the database application for instructions on how this is removed e Captured Print Content Enterprise Version Only is stored in the directory INSTALLED FOLDER PrintUsage Content If you pref
28. full name of the user Group Name The group which this user belongs to Card ID Used with the card swiping feature Swipe amp Print to authenticate a user at the printer Refer to Options gt Card Setting Available Balance The remaining quota balance for this user Quota The amount of quota the user will receive when their balance is reset Total Jobs The number of jobs printed by this user click on the value to view the Print Log Total Pages Total number of pages printed by this user click on the value to view the Print Log Total Cost Total amount of money spent on printing by this user click on the value to view the Print Log Change Password Change the users password The administrator is able to change this without knowing the original password PrintUsage 3 5 Installation and User Guide 59 3 5 2 Add User 3 5 2 Add User Y lt a ee ee AAA er lis E toto ___ PI A eee AA ecsiocip n ly e Enter the unique name for the new user e Enter the full name for this user not a requirement but may help to identify them e Card ID If the card ID is known enter it into the text field If not swipe the card at the reader click Refresh and the serial number should appear in the text field Click the lt lt arrow to add the serial number e Password Enter a password for this new user e E mail Address Enter the e mail address to be used for notifications e
29. iy TOSHIBA e S THOMAS RUSSELL sg Microsoft XP THOMAS RUSSELL sg Microsoft Off THOMAS RUSSELL sg Lexmark X646e THOMAS RUSSELL 59 HP C LaserJe THOMAS RUSSELL E HP 2000C THOMAS RUSSELL se Bulizip PDF Pr THOMAS RUSSELL In this screen local printers can be configured to be included in the monitoring list The number of printers that can be monitored is limited by the license type If the Trial option was previously selected only 3 printers are allowed 2 8 10 Virtual Directory PrintUsage Setup Wizard 091215 Please select one 115 website from below list to create the virtual directory Website List Use Cassini Web Server Tv Site Name Virtual Directory Choose the website directory where the Web Management Site will be uploaded This can either run using the built in Windows IIS service or the Cassini web server which is included with the PrintUsage Pro installation package If using the IIS service the default address for the Web Management Site is e http MANAGEMENT SERVER NAME PrintUsage Pro If using the Cassini service the default address for the Web Management Site is e http MANAGEMENT SERVER NAME 8090 PrintUsage 3 5 Installation and User Guide 23 2 8 11 Administrator Account 2 8 11 Administrator Account Ga PrintUsage q Setup Wizard 20100223 A unique identifier for this installation of PrintUsage Site ID AGS
30. of paper larger paper sizes will cost more to print than smaller sizes A different charge can be set if the side is printed in color Advanced Charging Mode The charge to print on each paper size can be altered with a different charge if the side is printed in Color To add or remove paper sizes from this list refer to Options gt Paper Type Duplex printing A reduction in cost can be set if the user wants to print double sided Reduce Type Reduce Off Cost Simply deducts a fee off the printing cost for printing in duplex Enter 0 to ignore this feature Reduce Type Reduce Off Reduces the cost of printing by a percentage if printing in duplex Enter 0 to ignore this feature In this example General il Users it Time Il File Type i Charging Printer Functions Reduction type Reduce 2 off iv 30 O inherit The printer has the Simple charging mode implemented with a Black amp White unit charge of 0 05 and a Color unit charge of 0 25 Duplex printing reduces the cost of each unit by 30 3 3 5 5 Printer Functions The printer will by default inherit these settings from the server it is connected to To make changes uncheck the Inherit box at the bottom of the page PrintUsage Pro supports the monitoring of multi function printers and a restriction can be set to deny access to some of it s functions PrintUsage 3 5 Installation and User Guide 49 3 3
31. printed documents TotalCost Cost of the print task PrintUsage 3 5 Installation and User Guide 80 5 6 Roles TotalPages Number of pages that have been printed in this print task BytesPrinted Total size in bytes that have been printed It takes into account the number of copies of the documents PagesPrinted Total number of pages that have been printed takes into account the number of copies of the document Copies The number of copies of the document printed in this print task Submit Time Time that the document was submitted to PrintUsage Pro PaperSize Size of the paper that was used in the print task Color The color mode used in the print task Black amp White or Color Duplex Whether the document was printed on single sided paper or double sided UnitCost The cost of a single printout of the document TotalCost Cost of printing the requested number of copies of that document ResultCode The result code for the outcome of the print task ResultDesc A description of the result code Balance The remaining balance for this user after the cost of this print job has been deducted 5 6 Roles Multi level system management is implemented by assigning different roles to the new administrators From this menu new role sets can be created allowing or denying access to certain functions or the administration of different printers or print servers Initially no roles are defined in the system because the admi
32. system Status Green indicates that the print server is running and is being monitored Yellow the status of the print server is unknown usually caused by a network issue Red the server is not being monitored nor has it started Server Name The name of the print server click this text to view the general server properties Service Control From this panel the remote print server can be started stopped restarted or its summary refreshed Total Printers The first number represents the number of printers which are being monitored and the second is the total number of printers For example 1 2 would indicate that on this server there are 2 printers but only 1 is being monitored Click the first number to view the list of monitored printers Total Jobs View the number of jobs that have been sent to this print server Click this number to view the Print Log Total Pages View the number of pages that have been printed on this server Click the number to view the Print Log Total Cost View the total amount of money spent on the print jobs this server has completed Click the number to view the Print Log Total last row in the summary table The sum of each column total pages total cost total jobs across all print servers monitored by the system PrintUsage 3 5 Installation and User Guide 32 3 2 2 Add Server 3 2 2 Add Server Print servers that have not been automatically added can be configured by clicking the A
33. that printing is allowed in this period e Grey indicates an interval where printing by this group is denied e How to set e Select whether you want to Allow or Deny printing e Select the day of the week you want to make the change e Choose the range of time you want to change to change just a single hour For example 7 00 8 00 type the same number in both fields ie 7 7 e Click Submit to make the changes to the grid e Click Save to save the changes In this example The user is unable to print between 12 00 and 14 00 everyday of the week Monday through Sunday User Properties General Printer if Time ll File Type Quota Printer Functions 11 Specify Time Restrictions Week Jal peo Bs onday MOI i rue coy MINI Saturday A sunday MI AA Type Deny _ Week Sunday Tie Zone i e ES O Inherit PrintUsage 3 5 Installation and User Guide 64 3 5 4 3 File Type 3 5 4 3 File Type By default Except the following file types KB 0 for unlimited 0 for unlimited Blank for no restriction For multiple key words delimit each string with 0 for unlimited Inherit IA Aly Template The user will by default inherit these settings from the Group it belongs to To make changes uncheck the Inherit box at the bottom of the page Certai
34. then click Submit to perform the maintenance Recalculate Count According to Current Print Log Recalculate the printer usage total according to the current print log information click Submit to perform the maintenance Download Event Log An event log of usage and maintenance is stored for each print server In order to download this log for a specific print server choose Download next to the server you require PrintUsage 3 5 Installation and User Guide 82 5 9 Advanced Options 5 9 Advanced Options The advanced settings for PrintUsage Pro can be accessed from this menu Wie la fe eas 12 00 00 Use Alternative ID Card Number Format Some brands of ID cards use a different format for their ID numbers If after testing an ID card you find the number displayed in the system Is incorrect select this option Enable Page Color Analysis Instead of charging a user a single price per sheet whether the document is in Black amp White or Color this function will scan the content of each page that passes through the system Then it will determine the color mode of each and calculate the price for printing the document accordingly Enable Client Allow the user authentication to be downloaded from the login page Use Domain Account Login Print users can enter their login credentials into the login page to view their remaining balance and printing history If this option is selected only the c
35. to Group User Performs the same recalculation as the previous feature but will only consider print jobs sent by users who are still stored in the database Jobs printed by users who have since been removed will not be included in the new total 9 3 6 Delete Logs a PrintUsage a Data Maintenance 091127 M User Config Delete Print Logs O Group Config a Mi printer Config From 12 10 2009 O Server Config O Sync Logs E Delete Logs Delete System Logs E Export Data From 12 10 2009 Y Delete Captured Content From 12 10 2009 v e Delete Print Logs e Delete System Logs e Delete Captured Content PrintUsage 3 5 Installation and User Guide To 12 10 2009 v Delete Print Logs To 12 10 2009 v Delete System Logs To 12 10 2009 v Delete Captured Content 97 9 3 7 Export Data 9 3 7 Export Data PrintUsage Data Maintenance 091127 Ml user Config O Group Config MA printer Config O Server Config O Sync Logs E Delete Logs e 11 10 2009 To 12 10 2009 v Bens Click Export to export print logs to a excel file e Export data to an Excel spreadsheet file 9 4 User Sync Tool 9 4 1 Authentication Mode PrintU Select Domain Mode OU Mode O NT Group Mode O Mixed Mode OU and NT Group To authenticate the user using an Windows Server 2003 or more recent Active Directory choose OU Mode
36. whether it can successfully find and connect to the management server Open the PrintUsage Pro tray application in the lower right corner of the screen PrintUsage 3 5 Installation and User Guide 27 2 8 19 Management Server Connection Pass 2 8 19 Management Server Connection Pass r General Print Monitor Service HTTP Service Print Content Licence Copyright by Amax Information Technologies Inc 2003 2009 All Rights Reserved Auto Configuration This is the server that has the PrintUsage web management software installed Click Discover to automatically search the network for a server configured with this software If no servers are found enter the server name manually ES PrintUsage Service V3 5 Pass Test Configuration Select the Master Server from the drop down list and test the connection If this suceeds Pass will appear beside the test button If the connection fails you may need to enter a custom Database Connection String click Advanced and follow the instructions provided with your database application Database Type Database Connection String Build Connection Provider Microsoft Jet OLEDB 4 0 Data Source C Program Files PrintUsage Data PrintUsage madb Persist Security Info False Note Please make sure to enable save password when using the Test Connection wizard to build the database connection string Cancel Refer to Section 8 2 Advanced Se
37. 0 XP 2003 Vista 2008 7 including multi functional printers and plotters PrintUsage 3 5 Installation and User Guide 7 1 2 2 Capture Printed Content and Reprint Functionality 1 2 2 Capture Printed Content and Reprint Functionality Supported by printers which use the PCL and PostScript languages Laser printers by HP Lexmark Xerox Samsung Sharp and Ricoh have been tested to be fully compatible If your printer has not been manufactured by one of these brands you may experience difficulties capturing printed content To establish if you are likely to have compatibility issues the Capture Printed Content feature is included with the trial version so you can install this to test the compatibility However if you own a printer manufactured by one of the previously mentioned brands but you are not able to capture printed contents please contact us as soon as possible and we will help to resolve any issues you are incurring PrintUsage 3 5 Installation and User Guide 8 Chapter 2 Installation Guide The aim of this guide in addition to providing a walkthrough of the installation procedure is to assist with planning the deployment of the system Organizing printers servers users and groups can be complicated especially gauging how to efficiently dis tribute resources This installation guide will provide assistance with this process 2 1 Deployment Planning 2 1 1 Running Environment e Database Server Only one nam
38. 1 W2K8PRO1 119 119 115 56 VMBU1 W2K8PRO1 119 119 115 56 VMBU1 W2K8PRO1 119 119 115 56 VMBU1 W2K8PRO1 119 119 115 56 VMBU1 W2K8PRO1 119 119 115 56 VMBU1 W2K8PRO1 119 119 115 56 VMBU1 W2K8PRO1 119 119 115 56 2009 12 04 13 43 17 2009 12 04 13 39 52 2009 12 04 13 38 17 2009 12 04 11 48 57 2009 12 04 11 48 02 2009 12 04 11 37 58 2009 12 04 11 14 27 2009 12 04 11 14 27 2009 12 04 11 14 26 2009 12 04 11 14 26 2009 12 04 11 14 26 2009 12 04 11 14 25 2009 12 04 11 14 24 2009 12 04 11 14 23 2009 12 04 11 14 22 Document i Date HP Business Christmas HP Business Fam Christmas HP Business Famil Dell 3000cn Christmas PaRa Famil Dell 3000cn Christmas PCL Famil Dell 3000cn Christmas PCL Famil hp business TestPage ink 00014 TestPage Dell 5100cn PS 00017 TestPage Dell 3100cn PS 00018 HP 2500C TestPage Series 0001 Dell 3000cn TestPage PCL 00019 A TestPage HP Business 00015 Local HP Business Downlevel HP Color TestPage Laser 00013 Lexmark T640 TestPage M 00011 12 CEEC EC C ee TE N AA Denied Success Success Success Success Success Success Success Success Success Success Success Success Success Success 2009 12 04 bw ee LETTER Mono Single 3 1 LETTER Mono Single 3 1 LETTER Mono Single 3 i A4 Mono Single 3 1 A4 Mono Single 3 i A4 Mono Single il al A4 Mono Single 1
39. 2010 3 31 2010 Summary Type User v Job Type Print LY Copy lv Scan Ll Fax 3 1 2010 3 31 2010 E Total Cost HA otal Fages HE Total Jobe tonya_ziegler lynne_shockley earl_mumford dianne_marl2y lt 6 8 Criteria TotalPages Ttalcost dianne marley 2 0 2 1 garl mumford 2 0 2 1 lynne_shockley 4 0 4 2 tonya ziegler 6 0 6 3 A summary at the bottom of every report produced by PrintUsage Pro shows all the criteria information for that object type 10 4 0 1 0 2 jean_sun 2 2 0 0 2 2 Thomas Russell Reports generated by PrintUsage Pro can also be exported to Microsoft Excel spreadsheets files The graph produced along with the summary is included in the exported file 4 2 Task Analysis This report illustrates the file attributes that have been printed using PrintUsage Pro monitored printers Style The user can choose the style of graph they want to generate options are Bar Column Line Pie Point and Area Status Choose whether to include just the print jobs which have been denied allowed or all print jobs Summary Type From the drop down menu choose which attribute to base the graph on File Type Pages Paper Size Color or Duplex mode Criteria Choose what criteria to base the report on This can be the total bytes pages printed jobs sent or total cost Date The date range can be customized by the user This allows reports to be generated summarizing the activity during a single
40. 4 N A V Mbul w A Wiarnina NNA PA 12071014 Drink Ie ana Si hana 19074 ni MAI ras ha PrintUsage 3 5 Installation and User Guide 93 Chapter 9 Configuration Tools 9 1 Configuration Wizard Using the Configuration Wizard the administrator can import users and printers set up the database set the default quota and charging options and configure the Web service to host the Web Management Site The same configuration wizard is run after the initial installation of the system has completed It can be accessed again for the Start Menu at Start gt Programs gt PrintUsage gt Configuration Wizard For a full walk through of this configuration wizard refer to Section 2 8 9 2 Auto Sync Tool Control Pane Status Stopped Uu Sync Time 0 0 0 Runtime 0d 0h 0m 0s Time Setting Set the time when you want to sync the account Click here to set the sync time to current time o E Hour fo 2 Minute o Second Run when Windows start f Start when this application start Increment Import C Difference Import Hide this window The User Account Sync Tool provides an automatic synchronization of the PrintUsage Pro user database with the Windows Domain Active Directory A synchronization of these two databases can be performed manually but using this tool allows an automatic synchronization to be performed at a specific time of day The tool has two different synchronization modes e Increment I
41. 5 5 Printer Functions e MFP Function Config Configure which functions of a Multi Function Printer the user can perform PrintUsage 3 5 Installation and User Guide 50 3 4 Group Properties 3 4 Group Properties To alter group related settings and view a summary of all the groups stored in the system click the Group tab in the left menu of the Web Management Site user interface 3 4 1 Group List Group Name Search i Administration 2 4 150 15 00 E Finance 3 59 137 13 70 M Marketing 4 119 324 32 40 a Sales 3 130 328 32 80 Support 2 22 rit 7 00 Total 14 378 1009 100 90 e All groups that are present in the system are displayed with a summary of the total users and their printing activity e Click Add to enter the Add Group page See section below e To remove a group and all of it s members select it using the checkbox and click Delete e Should you want to delete all groups in the system select the Delete All button e Click the group name to view and alter the properties of that group Total Users Indicates the number of members in this group Click the value to view the list of group members Total Jobs The number of jobs printed by members of this group Click the value to view the Print Log for this group Total Pages The total number of pages printed by members of this group Click the value to view the Print Log for this group Total Cost The tota
42. Click OK again to return to the Windows Component screen click Next to continue the installation 2 0 4 Install Net 3 5 Framework PrintUsage Pro 3 5 is based on the Microsoft Net 3 5 framework In order to install and run the application this framework must first be downloaded from Microsoft and installed on any computer you intend to install the Management service on Note Net 3 5 framework is not necessary for the installation of a Print Server 1 Download the installer from http download microsoft com download 0 6 1 061F001C 8752 4600 A198 5321 dotnetfx35setup exe 2 Follow the installation instructions and ensure a complete installation of the framework has been com pleted before continuing to install PrintUsage Pro PrintUsage 3 5 Installation and User Guide 13 2 6 5 Add Firewall Exceptions 2 6 5 Add Firewall Exceptions If there is any firewall enabled in your system ensure that the following TCP ports are open 80 8100 8090 and 8200 2 6 6 Attention The USB dongle cannot be recognized or used until the driver is installed This is part of the set up application If the USB device is connected before the PrintUsage Pro installation Windows will automatically mark it as an unknown device with no driver Be sure to only connect the device when the setup wizard prompts to avoid any driver installation problems PrintUsage 3 5 Installation and User Guide 14 2 7 Installation Walkthrough 2 7 Installatio
43. Content s s 26 3 e e ae 4 4 oe eae e eek et a Dre 93 Sal LESS gt Gee cde Sh et da a he AT ia ee E e ee N 93 8 8 Print Management Service Event Log a a 93 9 Configuration Tools 94 9 1 Configuration Wizard 0 tHe eek ke ew he RES ee AAA 94 2 AUTOS MO OOM e ie o a ee a ee Re eee Bee se ee Se a a Se ee 94 93 Utility Tool 5 44aVdesotese BERwe Re Ree Pee AEE REDE oe ote HE oe SLR 94 O del User Conti curia oh Mode hi eh he a eB Se we or did 95 03 2 Group Contig ic saa aad auna g eee wo we haem ah bd dk A A 95 033 PAME GONG x 4 LEA Oe a ee SS eh oP AS E A 96 DA SOCIE CONIC 6 24 owt hw ode ee ss OE ee a oe ee eee 96 30 OVO LOS 2 arar ps hy Aa S eR tee IA A te ee BR 97 03 0 Delete Logs cade Od he EEE eS GREE EEE Se RES 97 Sito AEX DORE Atal e de cra ao o ae de eh ae dd a 98 OA Weer sync TOOL wis tl A EA o la E ds ee ee ee Se ee 98 9 4 1 Authentication Mode 2 0 0 2 a 98 9 4 2 Mixed Authentication Mode 99 94 3 Select Groups v rapas ara Dena a a a dba e hbo e 8 99 OA AI RA A A E Ge et ea SS ee Ow ce 100 9 5 User Information Import Tool 2 a a 100 PrintUsage 3 5 Installation and User Guide 5 Chapter 1 Introduction PrintUsage Pro is a print management solution focused on print charging cost control information privacy and security It can monitor and control print jobs record print information and provide various Web reports and logs Users are able to view and control printing resou
44. Document Writer Microsoft XPS Document Writer Microsoft Office Document Image Writer Microsoft Office Document Image Writer Driver Bullzip PDF Printer Bullzip PDF Printer 6 0 0 865 Bullzip PDF Printer PrintUsage 3 5 Installation and User Guide 41 3 3 3 Manually Add a Printer e All Printers Add to add printers on selected server e Select Print Server Choose the printers to add e Click Save to complete the change If the number of added printers exceeds the number allowed by the license code the system will not add any printers but prompt the user the issue Otherwise it will return to the printer list of the current server After the additions have been made the default settings of the printers are inherited from the server unless changes have been made to certain printers If no changes are necessary click Return 3 3 3 Manually Add a Printer The regular Add Printer menu will add a printer by automatically scanning the selected print server for printers to install Network printers may not be set up in this manner You will need to add these kind of printers through this menu by entering their IP address Printer Name Type a name to assign to the printer Printer ID Address Enter the printers IP address on the local network Server Name Assign the printer to a print server Printer Description lt may be easier to identify a printer by giving it a detailed description Thi
45. Export 1 1 20 10 3 31 2010 tonya_ziegler 20 19 29 68 lynne_shockley 15 15 26 56 dianne_marley 13 12 23 48 earl_mumford 2 3 3 8 Total 50 49 81 180 4 5 Master Detail Analysis The result of producing a Master Detail report shows the total pages cost and jobs relating to a detail grouped by another attribute the master An example of this could be a report showing the information of each user and their activity on each of the monitored printers Master De tail Report Master Status Allow L Deny Detail User iv Date 3 1 2010 3 31 2010 Job Type Y Print Y copy Y scan Fax Submit Export Master Choose the attribute to group the report on Detail Choose the information the report is based on Job Type Choose to include exclude Print Copy Scan or Fax jobs Status Select whether to include print jobs that either failed succeeded or both Date Enter two dates to retrieve the data from 4 6 User Summary This report provides a quick summary of the user activity on PrintUsage Pro Options are available to summarize based on the pages printed or the cost accumulated by each user The report can be altered to illustrate the activity of the various groups activity instead O Chart Type Data Type pee Accepted Date 3 1 2010 3 31 2010 Printer Name All Printers Chart Type Choose to report the individual user s activity or the activity of a whole group Only Accepted Job
46. Group From the drop down list select the group this user belongs to PrintUsage 3 5 Installation and User Guide 60 3 5 3 Properties 3 5 3 Properties Select the name of a group from the All Groups list Here you can alter the advanced settings 3 5 3 1 General Printer Time File Type Quote Printer Functions aaron_woodall Aaron Woodall aaron woodall company com English v 100 0 14 83 8 30 This screen contains basic information about the selected group Any changes made in this screen will only take effect once the Service Control has been restarted The settings for this user can be quickly changed by applying a template from this screen If a template has already been created through the template select it from the drop down menu at the bottom of the screen and click Apply Template Username The unique identifier for this user User Full Name The full name of the user Card ID The card ID number for this user used in the Swipe amp Print feature To set a new ID number swipe the card at the reader click Refresh and the ID number should appear in the text field Click the lt lt arrow to add the serial number E mail Address The users e mail address used for sending notifications Notification Language The language used to send notifications to the user Choose from English Simplifie
47. How to set e Select whether you want to Allow or Deny printing e Select the day of the week you want to make the change e Choose the range of time you want to change To change just a single hour For example 7 00 8 00 type the same number in both fields e Click Submit to make the changes to the grid e Click Save to save the changes PrintUsage 3 5 Installation and User Guide 46 3 3 5 3 File Type In this example Saturday Sunday Te ES A user will only be able to print on weekdays 3 3 5 3 File Type The printer will by default inherit these settings from the print server it is connected to To make changes uncheck the Inherit box at the bottom of the page Certain file types can be automatically denied to ensure the proper use of the printer This setting pane also allows the administrator to restrict printing jobs that are over a certain data size a maximum allowed page length or a maximum cost In addition the system can also deny print jobs who s file size contains a certain keyword Printer Properties General Users Time C File Type l Charging ll Printer Functions J 13 By default Except the following file types Blank for no restriction For multiple key words delimit each string with Inherit Jmscrerisienplcicn le Apply Template AA XXX An option t
48. J2SE Development Kit 5 0 Update 7 287 00MB amp J2SE Runtime Environment 5 0 Update 7 152 00MB 8 Java DB 10 3 1 4 25 86MB v PrintUsage 3 5 Installation and User Guide 12 2 6 4 Install Net 3 5 Framework Open Add or Remove Programs from the Control Panel and click Add Remove Windows Components from the left hand menu Select Internet Information Services 11S and click Details 76 Add or Remove Programs 5i Windows Components Wizard Change or i Internet Information Services IIS Used occasionally sata wi Used On 8 17 2009 9 To add or remove a component click the check box A shaded box means that only part A of the component will be installed To see what s included in a component click Details o Subcomponents of Intemet Information Services IIS Add New a Documentation 3 5 MB Programs O Ea File Transfer Protocol FTP Service 0 1 MB O FrontPage 2000 Server Extensions 4 3 MB Size 204 00MB a Ki Intemet Information Services Snap In 1 3 MB HA SMTP Service 1 1 MB Add Remove FP s Size 14 85MB Windows lt Word Wide Web Service Ls Components Size 8 68MB 1 67MB Size 2 16MB Q Description Uses the HTTP protocol to respond to Web client requests on a TCP IP Size 41 17MB network Size 8 22MB Set Program ir Total disk space required 56 5 MB Details Size 56 10MB Defaults Space available on disk 18125 4 MB Cancel Size 12 42MB Size 3 86MB
49. Jobs The number of jobs printed by members of this group Click on the value to the Print Log Total Pages The number of pages that have been printed by members of this group Click on the value to view the Print Log Total Cost The total amount of money that has been spent on printing by members of this group Click on the value to view the Print Log Audit To set whether the jobs sent by members of this group require the authentication of an administrator Description A description of the group Click Save to update any changes made in this screen If any of the default changes for this group have been changed the set of changes can be saved as a new group template Click Save As Template to do this 3 4 3 2 Group Restrictions A number of different restrictions can be placed on a group to deny access to the printing resources under certain circumstances PrintUsage Pro supports access restrictions for groups in five areas These are Printer Time File Types Quota and MFP Functions Multi Function Printer PrintUsage 3 5 Installation and User Guide 52 3 4 3 3 Printer 3 4 3 3 Printer By Default An option to either Allow all printers or to Deny all printers Except the Following Printer s Add printers to this table to exclude them from the above clause if Allow all printers is selected but a printer is present in the Except table then this printer will be the only printer
50. Manual Audit and click Update to save 2 Binding card reader and printer e Servers gt All Printers click the printer name you want to configure to be taken to Printer Properties gt General e Choose the card reader type either IP address or attached to a file and enter the address in the Card Reader URI field e In this example card reader with IP address 119 119 115 204 is attached to the HP Business printer and card reader with IP address 119 119 115 205 is attached to the Dell 3000cn PCL6 printer PrintUsage 3 5 Installation and User Guide S7 7 1 Setup ee o A 01 20001 vas a 3 Cd oo E lk 3 Printing e Send one job to the HP Business printer and another to the Dell 3000cn PCLO6 printer e Enter the Manual Audit page there will be two jobs in the printing queue waiting for approval e Swipe the card on the card reader with IP address 119 119 115 204 Wait until the notification sound is played e Refresh the Manual Audit page There is now only one job currently in the printing queue Only the job that was sent to the HP Business printer has been printed the other is still waiting for approval e Clicking Allow or Deny will override the card reader PrintUsage 3 5 Installation and User Guide 88 Chapter 8 Print Server Service Application 8 1 Summary Swipe amp Print is one of the optional features that is provided with PrintUsage Pro By binding a Card Reader
51. NAME FULLNAME GROUP 9 4 3 Select Groups K tUsage Account Sync 091215 G PrintUsage tE Account Sync Wizard 091215 Excluded Group s Selected Group s YT Name T Name E amaxcs LOcAL TestAccount SGS Li AMAXGS LOCAL TestAccount R E AMAXGS LOCAL TestAccountR amaxcs LOcaL TestAccount R AMAXGS LOCAL TestAccount M Li AMAXGS LOCAL TestAccount KLA Se amaxes LOCAL TestAccount I B AMAXGS LOCAL TestAccount Li AMAXGS LOCAL TestAccount A AMAXGS LOCAL TestAccount A e AMAXGS LOCAL TestAccount A summ mee Load Groups Successfully A search on the Active Directory to discover all the listed groups by default these will be included in the import but should any not be required These can be excluded by clicking the appropriate arrow PrintUsage 3 5 Installation and User Guide 99 9 4 4 Select Users 9 4 4 Select Users Account Sync a PrintUsage E Account Sync Wizard 091215 Excluded User s Selected User s T Name FullName Group T Name FullName Group York_ York Wang AMAXGS rendy Wendy AMAXGS vmtest vmtest AMAXGS victor_ Victor Z AMAXGS Ptony_tao TonyTao AMAXGS Tima_S Tina Shen AMAXGS Tina_Lu Tina_Lu AMAXGS thoma Thomas AMAXGS test last testlast AMAXGS Pests tests AMAXGS Pests testa AMAXGS 1m smm Load Users Successfully Based on the groups that were selected from t
52. Print PrinterServer PrinterServer PrinterName PrinterName ol era PrintSuccess PrinterName PrinterName PrinterServer PrinterServer User Yl Iser PrintFail PrinterName PrinterName PrinterServer PrinterServer Y omp e or ompute A O Notify Administrator O Notify User Various types of notification can be sent to the user from PrintUsage Pro These can be simply to indicate to them that the jobs they sent have been successfully printed or to include the cost of this job and their remaining quota balance The notification system included with PrintUsage Pro is very easy to setup and can be configured to send notifications either via Winpop up or via E mail If notifications are setup to send via Winpop up the notification will be sent to the IP address that has sent the print job If sent via E mail is configured the E mail address stored in the users record will be sent the notification Notify When Printing Starts Sends a notification if a print job has been approved by the printing control restrictions and has begun printing PrintUsage 3 5 Installation and User Guide 19 Notify When Printing Ends Sends a notification to the user when the job they have printed has finished and is ready to be collected from the printer tray Notify If Printing Fails Should a job not pass the print job restrictions imposed by the system this notificat
53. U O Pannaan Anna An AMAXGS LOCAL BU OBaloha_wang Alpha Wang AMAXGS LOCAL BU O Pi aline_zong Aline Zong AMAXGS LOCAL BU O Raron iu Aaron Liu AMAXGS LOCAL BU T User Name FullName Group Name e Move User Change the group that a user belongs to Either select one user individually or select multiple users to move to a new group in the database e Unite User Combine the printing data of 2 or more users Select the user who s data you want to combine with another s this user record will then be deleted the system will then request the name of the user receiving the data e Delete User Select one or more users to remove from the database 9 3 2 Group Config 4 PrintUsage Data Maintenance 091127 Ta PrintUsage ta Data Maintenance 091127 o User Config Group Config v Group Name Total Jobs Total Pages Total Cost E Printer Config O E amaxcs oc as a Server Config O Temp 0 a Sync Logs BB delete Logs a Export Data Unite Group Delete Group e Unite Group Combine the printing data of 2 or more groups Select the group who s data you want to combine with another this group will then be deleted from the database a window will then open to select the group who will receive the data e Delete Group Select one of more groups in the database to permanently delete PrintUsage 3 5 Installation and User Guide 95 9 3 3 Printer Config 9 3 3 Printer Config
54. _demers 101 Administration 150 Administration 150 eunice_felder 84 Finance 137 Finance 137 earl_mumford 83 Support 70 Support 70 PrintUsage 3 5 Installation and User Guide 30 3 1 Login to the Management Page Once a successful logon has been completed the user will be presented with the home screen which summaries the activity across the connected print servers and provides access to the menus that allow these components to be modified PrintUsage 3 5 Installation and User Guide 31 3 2 Server Configuration 3 2 Server Configuration From the Server menu on the left column of the user interface the user has several options to configure sever settings and view the details of the print servers which are connected in the system 3 2 1 Server List Click the Server heading to view a summary of the servers that are configured in the system Print Servers Server Name m orintsrv 1 gt m 2 3 3 458 789 78 90 otintsrv 2F gt m2 2 2 70 220 22 00 Total 528 1009 100 90 ada Delete For a setup with a large number of print servers searching through the list by Server Name might be more useful Enter the name of the server you wish to view and click Search e Click Add to add a new print server a full description of this menu can be found in the next section e Click the check box beside the server s you want to remove and then click Delete to remove them from the
55. a large number of users you can filter using the search field and group name menu CCC o m a e Remove users from this table by selecting the check box next to their name and clicking Delete PrintUsage 3 5 Installation and User Guide 45 3 3 5 2 Time In this example Printer Properties General Users Time File Type Charging Printer Functions By default authorize all users Deny all users Except the following user s thomas_russell Thomas Russell AMAXGS LOCAL BU1 GROUP 1 17 a sam_booth Sam Booth AMAXGS LOCAL BU 1 GROUP 1 0 janet_lowry Janet Lowry AMAXGS LOCAL BU 1 GROUP 1 0 _ jeremy_smith Jeremy Smith AMAXGS LOCAL BU 1 GROUP 1 0 E joe_sutdiffe Joe Sutdiffe AMAXGS LOCAL BU1 GROUP 1 0 SS aca O inherit Imecrerisiienplica Apply Template Pl rd o All users will be authenticated with this printer except those listed 3 3 5 2 Time The printer will by default inherit these settings from the print server it is connected to To make changes uncheck the Inherit box at the bottom of the page General i Users if Time li File Type Charging i Printer Functions eek Spo Pees AAA AA EE be EME eee pt E A TA Honday RT EA R E E R AAA Allow Monday Co ewet e Grid cell shaded blue indicates that printing is allowed in this period e Grey indicates an interval where printing through this server is denied e
56. agesvC None 87 NjA Mbul w Informa 2009 12 4 23 59 01 PrintUsagesS C None 87 N A V Mbul w Informa 2009 12 4 14 48 23 PrintUsageS C None 12035 N A V Mbul w SD Informa 2009 12 4 14 16 57 PrintUsageS C None 12035 N A VMbul w D Informa 2009 12 4 14 16 34 PrintUsagesvC None 12035 N A V Mbul w Informa 2009 12 4 14 16 34 PrintUsageS C None 11003 N A V Mbul w GD informa 2009 12 4 14 16 34 PrintUsageSyC None 12035 N A yMbul w Informa 2009 12 4 14 16 33 PrintUsagesvC None 11009 NjA Y Mbul w Informa 2009 12 4 14 16 30 PrintUsagesS C None 11039 NjA VMbul w D Informa 2009 12 4 14 12 44 PrintUsageS C None 11003 N A VMbul w SD Informa 2009 12 4 14 12 43 PrintUsagesvC None 11009 N A Mbul w amp Error 2009 12 4 14 12 41 PrintUsagesS C None 16010 N A yMbul w Informa 2009 12 4 14 12 41 PrintUlisagesvC None 11039 N A VMbul w A warning 2009 12 4 13 57 14 PrintUsagesvC None 12024 N A Mbul w Warning 2009 12 4 13 57 14 PrintUsagesS C None 12024 N A V Mbul w N warning 2009 12 4 13 57 14 PrintUlisagesvC None 12024 N A VMbul w A warning 2009 12 4 13 57 14 PrintUsagesvC None 12024 NIA Mbul w Warning 2009 12 4 13 57 14 PrintUsagesvC None 12024 NjA V Mbul w A warning 2009 12 4 13 57 14 PrintUsageS C None 12024 NjA VMbul w A warning 2009 12 4 13 57 14 PrintUsageS C None 12024 NjA VMbul w Warning 2009 12 4 13 57 14 PrintUsageS C None 1202
57. amp J2SE Development Kit 5 0 Update 7 Size 287 00MB ES J2SE Runtime Environment 5 0 Update 7 Size 152 00MB B Java DB 10 3 1 4 Size 25 86MB Click all the check boxes that are selected in the above screenshot Only part of the World Wide Web Services package will be installed select the package and click Details To Add or Remove Programs e i Windows Components Wizard Change or Internet Information Services IIS Remove r 8 17 2009 Remove To add or remove a component click the check box A shaded box means that only part Renove of the component will be installed To see what s included in a component click Details Size 1 67MB Programs World Wide Web Service Add N ae Subcomponents of World Wide Web Service Printers virtual directory 0 0 MB 204 00MB a O F Remote Desktop Web Connection 0 3 MB O 58 Scripts virtual directory 0 0 MB 2 16MB Add Remove World Wide Web Service 1 9 MB 14 85MB Windows Components 8 68MB Q 41 17MB Description Default Web Site virtual directory Printers 8 22MB Set Program Access and 56 19MB Defaults Total disk space required 56 5 MB Details 12 42MB Space available on disk 18124 2 MB 3 86MB Size 287 00MB de J2SE Runtime Environment 5 0 Update 7 Size 152 00MB Y Java DB 10 3 1 4 Size 25 86MB y Select the World Wide Web Services and Printers virtual directory package and click OK
58. anaged in the system Check the individual group names to grant permission to the administrative users access to settings for just these groups and their users e Check Report to allow reports to be generated by users with this role e Check Print Content to grant access to the saved print content stored in the system either to view the compressed image file or to re send the printed documents to the printer e Click Save to store these changes This new role can now be assigned to an administrator through the Options gt Administrator menu 5 8 Data Maintenance The data maintenance menu allows the administrator to delete information that is no longer relevant This not only frees up disk storage space but also improves information security Print logs and captured print content can both be removed from the system from this screen i 1 1 2010 lr 3 1 2010 1 1 2010 ln 3 1 2010 THOMAS RUSSELL Download Deleting the printing history log will delete the printing records that were stored between the dates submitted However it will still preserve the running total of printing jobs handled by each printer To recalculate these usage totals select Recalculate count according to current print log Delete Print Logs Type two dates to purge the print log data between click Submit to perform the maintenance Delete Captured Content Type two dates to purge the collected print content
59. ave one installation of a man agement server in the PrintUsage Pro network environment The setup wizard will assist with creating the database user accounts initialization etc In addition to this management server you will also need to install a print server for a complete installation NOTE The Microsoft Access database application is NOT compatible with this installation Either choose the Microsoft SQL Server or MySQL server as an alternative 2 4 6 Print Server Only Installation E Setup PrintUsage Enterprise v3 5 Build 091215 Select Components Which components are you going to install Select the components you want ta install clear the components you do not want to install Click Hext when you are ready to continue Install the print monitoring software on thie computer The management software must be installed on a separate machine for the system to function corectly After the installation process the printer monitoring service will detect and connect with the management software Mote If this detection tails enter the computer name of the management server in the dialog box that will popup Once installation completes login to the website management interface to add printers to this monitoring server Print server installation Installs a print server on a single computer If the management server has already been installed on another computer this will be detected by the print server once the installation has finis
60. ces PrintUsage Pro has two modes of quota management Group Properties General l Printer i Time Il File Type Quota li Printer Functions O None O Daily O Weekly O Monthly O Quarterly O Yearly Unlimited For Printing Over Quota Printing Type Maximum Over Quota Usage O E P e Traditional Quota Management The group is assigned quota and when this quota has been reached more quota must be manually added e Quota Cycle The group is assigned a quota and when a certain length of time passes this quota is reset A quota reset can be configured to run Daily Weekly Monthly Quarterly or Yearly Quota The initial quota a group is given to spend Quota Cycle Type The frequency the quota for the group is reset Select None for no scheduled reset select Daily through Yearly for a scheduled reset after that length of time or Unlimited to ignore the quota limitation and allow unrestricted printing regardless of whether the group quota has been used Allow Printing Over Quota It is likely that a users quota will expire part way through a print job this setting allows either a fixed amount or a percentage of quota to be spent when the user has used up their allocated quota Click Save to update any settings changed In this example General ll Printer i Time i File Type Quota Printer Functions Onone Daily Weekly Monthly Quarterly O Yearly O Unl
61. changes can be saved as a new user template Click Save As Template to do this 3 5 4 User Restrictions A number of different restrictions can be placed on a user to deny access to the printing resources under certain circumstances PrintUsage Pro supports access restrictions in five areas these are Printer Time File Types Quota and MFP Multi Function Printer Functions 3 5 4 1 Printer Genera Printer Time File Type Quota Printer Functions L By default Except the following printer s Inherit paa C m Apply Template The user will by default inherit these settings from the Group it belongs to To make changes uncheck the Inherit box at the bottom of the page PrintUsage 3 5 Installation and User Guide 62 3 5 4 2 Time By default An option to either Allow all printers or to Deny all printers Except the following printer s Add printers to this table to exclude them from the above clause If Allow all printers is selected but a printer is present in the Except table then this printer will be the only printer that this user CANNOT print to If Deny all users is selected but a printer is present in the Except table then this printer will be the only printer that this user CAN print to e Add printers to this table by clicking Add select the printer s you want to add from the pop up menu For systems with a large number of print servers an
62. cope 7 Day Analysis y 24 Hour Analysis 7 Day Analysis 31 Day Analysis 12 Month Analysis 4 Quarter Analysis Week Analysis Year Analysis Time Scope Choose the grouping type to be used in the report Each option will summarize the data in different units of time e 24 Hour Analysis Group print job data by the hour in the day they were submitted e 7 Day Analysis Group by the day in the week the task was sent e 31 Day Analysis Group by the day in the month they were submitted PrintUsage 3 5 Installation and User Guide TO 4 4 Cross Tab Analysis e 12 Month Analysis Group the printing data by the month of the year they were received by the system e 4 Quarter Analysis Group the data by the yearly quarter they were submitted e Week Analysis Group the printing data by the week of the year they were submitted e Year Analysis Group print job data by the year they were sent Criteria Choose the sorting for the graph either by Total Cost Pages or Jobs sent Job Type If multi function printers are monitored by the system you can decide whether to include data for copied scanned or faxed documents Date Enter the date range for the report The following example shows a summary of the printing information on each day of the week during the whole of March Style Column Criteria Total Pages v Status Allow Ll Deny Job Type Print L4 Copy L Scan L Fax Time Sco
63. d Chinese Traditional Chinese or Japanese Capture Print Content Check to enable print content capturing for this user Monitoring Activated Check to enable print job monitoring for this user Receiving Mail Notifications Check to send Email notifications to the user PrintUsage 3 5 Installation and User Guide 61 3 5 4 User Restrictions Manually Audited Choose whether to enable Manual Audit for this user If enabled all print jobs sent by this user need to be authenticated by an administrator Available Balance The remaining quota balance this user can use Add quota to the user by entering the additional amount in the text field and click Add Default Quota The amount of printing allowed for this user The quota can be manually reset through the user interface or automatically via User Property gt Quota gt Quota cycle type Over Quota The maximum amount of quota the user can spend over their quota limit Group Name The group this user belongs to Total Jobs The number of jobs printed by this user Click on the value to the Print Log Total Pages The number of pages that have been printed by this user Click on the value to view the Print Log Total Cost The total amount of money that has been spent on printing by this user Click on the value to view the Print Log Click Save to update any changes made in this screen If any of the default changes for this user have been changed the set of
64. d printers you can filter using the drop down menu e Remove printers from this table by selecting the check box next to it s name and clicking Delete In this example Genera if Printer M Time il File Type Quota ll Printer Functions By default Allow all printers Deny all printers Except the following printer s E Xerox 4505 THOMAS RUSSELL 19 E Lexmark X646e THOMAS RUSSELL 0 Add Delete O Inherit Save poe C w Apply Template _ _ __ _ _ _ _ _ _ _ _ _ _ The user is allowed to use all printers except the two listed in the table 3 5 4 2 Time The user will by default inherit these settings from the Group it belongs to To make changes uncheck the Inherit box at the bottom of the page A restriction on the time of day a group can print can also be imposed The Web Management Site allows the administrator to instruct the system to automatically deny print jobs sent from this group at certain time intervals during the day This can be set for each day of the week PrintUsage 3 5 Installation and User Guide 63 3 5 4 2 Time User Properties ay Specify Time Restrictions Week Se iis ae Monday Printer Time U File Type Quota Printer Functions SERREEE Sunday Type Week Time Zone 23 Inherit w Apply Template e Grid cell shaded blue indicates
65. dd button in the Server summary page Information required for a new server Server Name The computer name of the print server IP Optional IP address of the print server Description Optional A brief description to easily identify the server from others with a similar name After this step you have the option to add the printers which are connected to this server e Select the check box in the Monitor column to add the printer e Select the check box in the Capture print content to record the content of each print job this print server handles Enterprise Version only e Click Submit to add the printer server along with the printers that are selected e Click Cancel to cancel the process and return to the main menu with no new servers or printers added 3 2 3 Properties Select the name of a print server from the list below the Server heading in the Web Management Site here you can alter the advanced settings 3 2 3 1 General Basic information and settings for the print server name IP address etc can be viewed and altered from this screen Server Setup Lv The settings for this server can be quickly changed by applying a template from this screen If a template has already been created through the template select it from the drop down menu at the bottom of the screen and click Apply Template PrintUsage 3 5 Installation and User Guide 33 3 2 3 2 Server Restricti
66. different report types to help summarize the user activity These reports can help improve cost efficiency or be used to bill the user or group for the printing they have used during the month Rank Analysis Produces a graph that summarizes the total pages bytes jobs or cost which the user group printer or server has accumulated in between the date range Task Analysis The graph summarizes the total pages bytes jobs or cost based on the document properties This could be the file type that has been printed the total pages in the document the paper size used color mode and duplex option Time Analysis Shows a summary of the printing tasks submitted in various time periods E g On each day of the week between the date range Cross Tab Analysis Allows a table to be generated that will breakdown the printing activity per day week month quarter or year between a date range Master Detail Analysis Produces a customizable report based on one master attribute and its relation to other attributes User Summary Analysis Summarizes the user or group activity the total pages they ve printed or the total cost they have spent between the dates chosen Printer Summary Analysis Summarizes the printer or server activity the total pages that have been printed or the total cost that has been spent 4 1 Rank Using the criteria at the top of the page the administrator can generate a graph that summarizes the activity across PrintUsa
67. dress of the card reader in this field If File was chosen instead enter the path of the file Printer Banner Set the banner style for this printer e Click Set to open the following page Banner Items Printer Printer Port Printer Server Name Printer Share Name Computer User I PERSIE 5 ee F za P r ITP Address Add Banner To All Pages O Selected Page Number MAC Address a 5 j Document Note FontSize XXX XXX refers to the font scaling For example 200 means 200 Submission Time font scaling Font Size Save Cancel PrintUsage 3 5 Installation and User Guide 43 3 3 5 Printer Restrictions e Page Banner Enabled Select this checkbox to enable banner display e Banner items can be chosen from the list on the left of the menu Free text can also be entered in the banner description however only ANSI characters are supported e Add Banner To All Pages Selected Page Number Select the pages where you want the banner to be displayed it can be placed on all pages or on one specified page e Click Save to save or Cancel to discard the changes Printer Description A brief description of the printer to help identify the printer to the end user Total Jobs The total number of jobs that have been process by this printer Click on the value to view the Print Log Total Pages The total number of pages that have been printed by this printer Click on the value to view the Pr
68. e 0 for unlimited Title Should Not Contain Enter a keyword or keywords delimited by that if present in the file size of the print job will deny this job from being printed Each Job Cost Should Not Exceed Enter the maximum cost of a print job helps to prevent accidental wasting of printing resources Click Save to update any changes that have been made In this example PrintUsage 3 5 Installation and User Guide 65 3 5 4 4 Quota e rete Funcions a ee The user is unable to print pages from the Internet 3 5 4 4 Quota The user will by default inherit these settings from the Group it belongs to To make changes uncheck the Inherit box at the bottom of the page Setting a printing quota helps to ensure that a user only prints a document when it is absolutely necessary thus helping to reduce wasted printing resources PrintUsage Pro has two modes of quota management Traditional Quota Management The user has an amount of quota When this has been used the user is not able to print again until more quota has been manually added Quota Cycle The user is assigned an amount of quota When a certain length of time passes this quota is reset A quota reset can be configured to run Daily Weekly Monthly Quarterly or Yearly Quota The initial quota the user Is given to spend Quota Cycle Type The frequency the quota for the user is reset Select None for no scheduled rese
69. e automatically denied to ensure the proper use of the printer This setting pane also allows the administrator to restrict printing jobs that are over a certain data size a maximum allowed page length or a maximum cost in addition the system can also deny print jobs who s file size contains a certain keyword By default An option to either Allow all file types or to Deny all file types Except the following file type s Add file extensions to this table to exclude them from the above clause if Allow all file types is selected but some extensions are present in the Except table then these will be the only file types which CANNOT be printed by this group if Deny all file types is selected but some extensions are present in the Except table then these file types will be the only file types which CAN be printed by this group e Add file types to this table by clicking Add select the extension from the pop up menu To add more extensions to this list refer to Options gt File Type PrintUsage 3 5 Installation and User Guide 55 3 4 3 5 File Type e To remove a file type from this table select the check box next to the File Type name and click Delete Each Print Job Size Should Not Exceed Enter the maximum allowed file size that the group is allowed to print in KB type 0 for unlimited Total Pages of Each Print Job Should Not Exceed Enter the maximum number of pages that a p
70. e network for a server configured with this software If no servers are found enter the server name manually Pass Test Configuration Advanced 8 3 0 1 Master Server The master server is the computer in the PrintUsage Pro network configuration that has been installed with the Web Management installation Clicking Discover should find this server if it is powered on If not simply enter the computer name or IP address into the address field Configuration information will be automatically obtained by the system Click Test Configuration to complete the setup If this monitoring service is installed on the same computer as the Web Management Server then this config uration will be done automatically in the installation process and these procedures can be skipped Test Configuration This will check whether the configuration has been successful or not Only if this test fails will the Advanced configuration button become enabled allowing the administrator to manually set the database application and connection string Refer to Advanced Setup for details on this feature 0 4 Print Monitoring Service _2 gt _ _ General Print Monitor Service HTTP Service Print Content Licence Startup Service Control Start PrintUsage Service at system startup Launch PrintUsage Taskbar Icon after login E Initialize After MS SQL Goes Online Stop Service T
71. elete Server Select one of more servers in the database to permanently delete PrintUsage 3 5 Installation and User Guide 96 9 3 5 Sync Logs 9 3 5 Sync Logs e Data Maintenance 091 a PrintUsage 8 Data Maintenance 091127 Ml printer Config WB server Config a Export Data E user Config This function will act according to the current diary recomputation user and group s E croup Config printing duty sum total the paper assembles with the expense sum total this function consumes the time to be long Asks the patience to wait for LJsyncloos I Delete Lo gs Recalculate count according to current print log This function first will act according to the user and the group synchronization current printing diary information then basis current diary recomputation user and group s printing duty sum total the paper will assemble with the expense sum total this function consumes the time to be long Asks the patience to wait for Recalculate count and print log according to group user Recalculate Count According to Current Print Log Even if printing records for a user have been deleted from the database the running total of documents printed and saved by each printer and print server will not be changed Select this option to recalculate these counts according to the print logs that haven t yet been deleted This feature is also available from the Web Man agement Site Recalculate Count and Print Log According
72. eport criteria Pages or Cost Date Customize the date range PrintUsage 3 5 Installation and User Guide 13 4 7 Printer Summary Example JE baane el E Date 3 1 2010 3 31 2010 3 1 2010 3 31 2010 Administraton Finance Market ng Seles Support As 0Y NMNK INTO TCC A summary of the printer activity is displayed below the graph along with the number of pages that have been printed on the various paper sizes PrintUsage 3 5 Installation and User Guide 74 Chapter 5 System Options The options menu of the Web Management Site allows system settings to be changed These settings affect the entire PrintUsage Pro installation For print server specific settings refer to System Object Configuration E Options Registration Template Administrator Paper Type File Type Motification Roles Data Maintenance Advanced Options 000000000 Registration Shows the licensed user maximum number of printers and the license expiration date The expiration date only applies to trial users A fully licensed user can use the software without such limitation Template Manage saved templates that are stored in the system These templates can be used to quickly apply custom settings to new Print Servers Printers Groups and Users Administrator Add a new Web Management Site administrator or remove an existing one Change the administrators pass
73. er Guide 101
74. er not to delete the stored system information and any captured print contents you can replace the exisiting directory when installing the new version A pop up notice will be displayed to indicate that a PrintUsage Pro directory already existes in the default directory click Next to continue 2 6 1 1 Ensure the Installed Database Works Correctly Access No need for extra installation Access will be installed automatically during the setup process MSSQL Microsoft SQL Server Choose Mixed authentication mode in installation For more infor mation refer to the MS SQL installation guide MSDE Microsoft SQL Server Desktop Engine Correct parameters are required when installing For more information refer to the MSDE Installation guide MySQL Ensure that the database application has started refer to the MySQL installation guide for more information 2 6 2 Install Database Providers As Necessary e Access and MSSQL MSDE database providers are not necessary so this step can be skipped e MySQL and MyODBC a provider is required You can download it for free from the official website http dev mysql com downloads 2 6 3 Install IIS Components Optional PrintUsage Pro is managed through a Web Management Site thus some form of website hosting software is required for this management interface to function properly Windows provides the IIS Internet Information Services component which PrintUsage Pro can install t
75. eted You can close this wizard now to complete the installation and run the Configuration Wizard later from the start menu by clicking Exit The figure below is the initial screen PrintUsage 3 5 Installation and User Guide 18 2 8 1 Setup Configuration 2 8 1 Setup Configuration tup Wizard G PrintUsage C Setup Wizard 20100223 Setup Mode 3 Standard Mode Simplify the system installation by using default configuration settings O Advanced Mode Use custom configuration settings to setup the system Choosing the Standard Setup Mode will configure the installation with the default settings these are e Quota for all users 100 e Charge for Black amp White printing 0 10 Color printing 0 50 e Registration set to Trial e All printers which are installed on the local computer are added up to the maximum number of monitored printers permitted by the trial registration mode 3 Choosing Advanced Mode allows all of the above to be modified 2 8 2 Standard Setup J E ie tup y d PrintUsage Setup Wizard 20100223 Standard setup mode trial version Unlimited quota Cost of black and white printing 0 1 color 0 5 Default quota for each user 100 Using PrintUsage as the virtual directory Login account for the website management is admin with a blank password Click Finish to complete the wizard A summary of the changes that will be made Pr
76. figuration 8 2 Advanced Setup Right click the amp icon in the system tray and choose Setup gt General gt Advanced Database Type Y Database Connection String Build Connection Provider Microsoft Jet OLEDB 4 0 Data Source C Program Files PrintUsage Data PrintUsage mdbPersist Security Info False Note Please make sure to enable save password when using the Test Connection wizard to build the database connection string OK Cancel PrintUsage 3 5 Installation and User Guide 89 8 2 Advanced Setup Database Type MS Access MS SQL Server and MySQL are supported MS Access can only be used if the Print Monitoring Service and Web Management Site have been installed on the same computer this is because MS Access does not support network access Database Connection String A custom database connect string can be entered into the text box Alternatively click Build connection string for this to be done automatically Confirm this string works correctly by clicking Test Connection If this fails the string could be incorrect or there may be a mismatching to the database Note Ensure that Allow saving password is checked in Build connection string gt Connection Data Link Properties Provider Connection Advanced All Specify the following to connect to Access data 1 Select or enter a database name AProgram Files Print Usage Data Print Usage mdb ed 2 Enter information
77. files at a set time during the day Compress Schedule The time when the print server is to compress the stored print spool files It is recommended to choose a time where printing activity isn t expected to be very high If any of the default changes for this server have been changed the set of changes can be saved as a new server template Click Save As Template to do this 3 2 3 2 Server Restrictions A number of different restrictions can be placed on a print server to deny access to one of its printers in certain circumstances PrintUsage Pro supports access restrictions in three areas these are Users Time and File Types 3 2 3 3 Users The user restrictions can be accessed from the Users tab in the Server properties page PrintUsage 3 5 Installation and User Guide 34 3 2 3 3 Users Ferme __chwsng Por Functor By Default An option to either Authorize all users or to Deny all users Except the Following User s Add users to this table to exclude them from the above clause if Authorize all users is selected but a user is present in the Except table then they will be the only user who is NOT able to print using this server If Deny all users is selected but a user is present in the Except table then they will be the only user who IS able to print using this server e Add users to this table by clicking Add select the users you want to add from the pop up menu
78. ge Pro Activity illustrated by the graph can be the total pages printed the total bytes total jobs or cost Summary Type changes whether this criteria is based on the users groups printers or server The resulting graph will be the highest ranking entities Rank uE Column se Criteria Total Pages x Status Allow C Deny Date 3 1 2010 3 31 2010 Summary Type User v Job Type Y Print Y Copy Y Scan Y Fax Style The user can choose the style of graph they want to generate Options are Bar Column Line Pie Point and Area Status Choose whether to include just the print jobs which have been denied allowed or all print jobs Summary Type The summary can be based on either the users groups printers or servers PrintUsage 3 5 Installation and User Guide 68 4 2 Task Analysis Criteria Choose what criteria to base the report on This can be the total bytes pages printed jobs sent or total cost Date The date range can be customized by the user This allows reports to be generated summarizing the activity during a single day week or month Job Type If Multi Function Printers can be monitored by PrintUsage Pro the user might want to exclude faxed docu ments or scans from the report This example shows the total pages printed by the users in a bar graph style Rank KK Style Bar v Criteria Total Pages v Status Allow L Deny Date 3 1
79. he previous screen users in these groups will be imported Users who do not need to be imported can be excluded by clicking the appropriate arrows More users and groups can be added by either running the User Sync Tool from the Start menu or through the Web Management Site Account Sync e PrintUsage t Account Sync Wizard 091215 Account Sync Notes 1 Incremental synchronize algorithm is used when import the accounts no existing accounts will be deleted 2 User Group relations in the domain will overwrite the setting in database if conflict occurs 3 Newly imported accounts have unlimited quota and 100 initial balance by default 4 Newly imported account inherit its group s configuration by default Click Finished to start the import of users and groups into the database This may take several minutes if there are a large number of users to import 9 5 User Information Import Tool Using this tool allows new users to be added from Comma Separated Value CSV Excel Spreadsheet Files XLS and Plain Text Files TXT The following information can be recorded for a new user using this tool User name Card ID Multi Function Printer ID Password and Group name PrintUsage 3 5 Installation and User Guide 100 9 5 User Information Import Tool PrintUsage Card Import Card Import For PrintUsage UserName Y CardID Ignore 0 MFPID Password Group Open LDAP IP C Use Ope
80. hed Otherwise this will have to be manually configured Once the installation package has been selected click Next to continue PrintUsage 3 5 Installation and User Guide 17 2 7 7 Start Menu Folder 2 7 Start Menu Folder a Setup PrintUsage Enterprise v3 5 Build 091715 Select Start Menu Folder Where should the shorteut be placed a The setup will create the shortcut in the following start menu A folder Click Next to continue If you would like to choose a different folder click Browse SSS Select the start menu folder that the application shortcuts are to be placed 2 7 8 Installation Summary E Setup PrintUsage Enterprise v3 5 Build 091215 Eeady to Install Setup is now ready to install Printlsage Enterprise v3 5 Build 0391215 on your computer Click Install to continue with the installation or click Back 1f you want to review or change previous settings Target folder C Program Files Printsage Setup mode Full installation Selected components Website Manager installed on one server IIS required IE Frint monitoring service Installed on each computer hosting Start menu folder Printllsaze Enterprise http www amax com Click Back to make amendments to the installation options otherwise click Next to begin the installation 2 8 Settings PrintUsage Pro Configuration Wizard will automatically start after the installation has compl
81. his print server PrintUsage 3 5 Installation and User Guide 40 3 3 Printer Properties 3 3 Printer Properties 3 3 1 Printer List Printer List Server M Prnter Name l Printer Name Server Name Capture Print Content Overwrite Color Mode Resolution For Capturing Total Jobs Total Pages Marketing printsrv 1F Image Auto 100 DPI 119 324 32 40 T Finance printsrv 1F Image Auto 100 DPI 59 137 13 70 Sales printsrv 1F Image Auto 100 DPI 130 328 32 80 f Administration printsrv 1F Image Auto 100 DPI 41 150 15 00 M Support printsrv 1 Image Auto 100 DPI 29 70 7 00 Total 378 1009 100 90 Add Manual Add Delete Overwrite Color Mode The forced color mode in use by this printer Resolution For Capturing Resolution of captured images for this printer Capture Print Content The mode for saving printed files Printer Name The name of this printer Click it to view Printer Properties General Server Name The name of the server which the printer is connected to Click it to view Server Properties General Total Jobs The number of jobs that have been printed by this printer Click the number to view the Print Log Total Pages The number of pages that have been printed by this printer Click the number to view the Print Log Total Cost The total amount of money spent on printing for this printer Click the number to view the Print Log Four modes are available for the capturing of print contents
82. imited For Printing Over Quota Printing Type Maximum Over Quota Usage 10 e Each member of the group is given a daily quota of 20 this is restored each morning e Members can spend up to 10 additional units of quota if this runs out 3 4 3 7 MEP Functions PrintUsage Pro supports the monitoring of Multi Function Printers and a restriction can be set for a group to deny access to some of the functions PrintUsage 3 5 Installation and User Guide 97 3 4 3 7 MFP Functions A a oe eo ee Group Setup e MFP Function Config Configure which functions of a Multi Function Printer members of the group can perform PrintUsage 3 5 Installation and User Guide 58 3 5 User Properties 3 5 User Properties To alter user related settings and view a summary of all the users stored in the system click the All Users tab in the left menu of the Web Management Site 3 5 1 User List User List Group Name w Username T aaron woodall Aaron Woodall Sales 8214252 100 00 Unlimited For Printing 14 83 3 30 Change Password adam waugh Adam Waugh Finance 7314426 100 00 Unlimited For Printing 5 29 2 90 Change Password anita deane AnitaDeane Sales 6063603 100 00 Unlimited For Printing 73 14 14 40 Change Password M carl demers Carl Demers Sales 7310964 100 00 Unlimited For Printing 43 101 10 10 Change Password dianne marley Dianne Marley Marketing 6055288 100 00 Unl
83. imited For Printing 47 124 12 40 Change Password earl mumford Earl Mumford Marketing 6054454 100 00 Unlimited For Printing 25 83 8 30 Change Password leunice felder Eunice Felder Finance 6053990 100 00 Unlimited For Printing 46 84 8 40 Change Password harry woodley Harry Woodley Finance 8213496 100 00 Unlimited For Printing 8 24 2 40 Change Password justin haworth Justin Haworth Support 6058107 100 00 Unlimited For Printing 21 36 3 60 Change Password lynne shockley Lynne Shockley Marketing 6055805 100 00 Unlimited For Printing 18 53 5 30 Change Password michelle carman Michelle Carman Administration 6059365 100 00 Unlimited For Printing 18 34 3 40 Change Password ronald thao RonaldThao Administration 6060110 100 00 Unlimited For Printing 23 z5 7 50 Change Password T scott ross Scott Ross Support 6058243 100 00 Unlimited For Printing 8 34 3 40 Change Password tonya ziegler Tonya Ziegler Marketing 6056251 100 00 Unlimited For Printing 29 64 6 40 Change Password e All users that are stored in the system are displayed with a summary of their information and printing activity Click Add he Add User S ion bel e Clic to enter the ser page gt ee section below e To remove a user select it using the checkbox and click Delete e Should you want to remove all users from the system select the Delete All button e Click the username to view and alter the properties of that user Full Name The
84. in one location and the single connection to the database improves performance and reliability e Quota management and authenticated document charging ensure printing resources are not wasted and are charged appropriately 1 1 4 Report Generation Tool e Users can view customizable reports through a Web browser on any computer that is connected to the network e There are many types of reports that are included which provide illustrations of the print usage charging history load etc e Reports can easily be customized e Generated reports can be exported to Microsoft Excel file format PrintUsage 3 5 Installation and User Guide 6 1 1 5 Card Swipe Authentication and Follow Me Mode 1 1 5 Card Swipe Authentication and Follow Me Mode e With this mode activated the document owner must swipe an ID card to release their document from the printing queue e Protects and insures sensitive documents from reaching unauthorized users e f after a set period of time that is defined by the administrator the person who printed the document has yet to collect it the system automatically removes it from the print queue saving wasted paper and hard drive space e Follow Me mode allows the user to move documents originally sent to a printer that has since broken down or that is currently in the middle of processing a long document for another user to one that is fully functional and idle awaiting new user requests 1 1 6
85. ing service must be restarted whenever a change is made to it s configuration 8 6 Capture Print Content Enterprise Version Only General Print MA ome els Print Content C4 Select new folder for storing print content C Program File Clean Print Con E 1 PrintUsage E Avalon 8 E bin AE content E E imc El Data Help Print content filg Language El 1 Realtek El E Realvnc E 1 Reference Assemblies E O Safari v l gt Apply Right click the print monitor tray icon amp and select Setup gt Print Content PrintUsage 3 5 Installation and User Guide 92 8 6 1 Print Content Capture Folder 8 6 1 Print Content Capture Folder This is the physical location where the system will store the captured print content of the jobs it monitors Click Change print content folder to browse for a different folder If choosing a new location to store the captured print content the system will move the data stored in the current location to the new folder automatically This move may take a few minutes if there is a lot of saved print content 8 6 2 Clean Print Content You can delete the captured print content stored in the system that have become obsolete to save disc space However the system will only be able to delete the captured content of a print job when the log record for that job has been removed from the database This is done
86. int Log Total Cost The total amount of money spent on the print jobs this printer has completed Click on the value to view the Print Log Monitoring Activated Shows whether the printer is currently being monitored or not Checked Printer is monitored Unchecked the Printer is not being monitored Manually Audited Gives the option to force all print jobs to first be authenticated by an administrator before they can be sent to the printer Overwrite Color Mode Set the color mode to be used by the printer Black amp White or Color Capture Print Content Choose the mode for capturing the print contents This comes with four options e As Image The printed content is saved as a compressed image file best option to reduce the storage space required e Image Raw The printed content is saved as the raw file if capturing in the image format fails e Raw Only The raw file that is sent to the printer is stored This can be resent if the job fails or requires a greater amount of storage space e None The printed contents are not stored in any way Details of the print job are however still recorded in the print log Resolution For Capturing If the printer is set to compress the print content into an image file the resolution of the resulting image can be set Options for the resolution are as follows 75 100 150 200 300 and 400 DPI Choosing a higher resolution will result in better quality images but will require more di
87. intUsage 3 5 Installation and User Guide 19 2 8 3 Advanced Setup Choose License 2 0 3 Advanced Setup Choose License PrintUsage Setup Wizard 20100223 3 20 Days Trial Authorizes three printers to be monitored for a 20 day evaluation period After the 20 days print jobs will still O Authorized usage requires Reg code Input your license code in this memo Licensed to If you have a registration code enter it here to unlock extra features and functionality Otherwise select Trial 2 8 4 Choose The Database E PrintUsage Setup Wizard 20100223 Database configuration Please select the database and enter the database administrator s user name and passw Database is used to save print logs and print monitoring settings Please select the database Access 2000 XP SQL Server 7 0 2000 MSDE and MySQL You should enter the user name and password of database administrator Microsoft Access 2000 XP Y Select Access only when The website manager and print monitoring service are installed on the same computer with a trial version Otherwise please choose other databases MSSQL recommended Refer to the Database section part of Deployment Planning for full details of each supported database application and their benefits and drawbacks Microsoft Access can only function on the same computer that the management server is installed because network access is not supported For this reason
88. ion will inform the user the reason s why 5 5 1 Setup SMTP Notifications Notify Admin Check to send all notifications to the administrator Notify User Check to send notifications to the users Mail Title Type an appropriate title for the notifications Admin Mail Address Set the administrator s e mail address where the admin notifications will be sent Mail From Enter the e mail address that will appear in the From field of the notification e mail SMTP Server Enter the SMTP mail server to use to send the notifications SMTP User Enter the username on the SMTP mail server to use to send the notifications SMTP User Password Enter the password for this username on the SMTP mail server Click Submit to save these changes A number of different text strings can be included in the notification these are PrinterName Name of the printer the job was sent to PrinterPort Printers port number PrinterServer Name of the printer server that this printer is attached to PrinterShare Share name for this printer This name is usually more meaningful than the Printer Name Computer Name of the computer that the user was using to send the printed documents User Username who sent the job IP IP address of the computer that sent the printed documents MAC MAC address of the computer that sent the printed documents Document File name that has been printed TotalBytes Size in bytes of the
89. is helps to prevent accidental wasting of printing resources Click Save to update any changes that have been made In this example General Users ll Time File Type l Charging m Printer Functions By default Allow all file types O Deny all file types Except the following file types B TXT txt TXT a poc doc poc a PSD psd PSD a IMAGE jpg IMAGE B HTM htm HTM E HTML html HTML B PDF pdf PDF KB 0 for unlimited p b 0 for unlimited Blank for no restriction For multiple key words delimit each string with b 0 for unlimited O inherit Save Only documents images and webpages with one of the listed file extensions are able to be printed a OS 3 3 5 4 Charging The printer will by default inherit these settings from the print server it is connected to To make changes uncheck the Inherit box at the bottom of the page PrintUsage 3 5 Installation and User Guide 48 3 3 5 5 Printer Functions General Users Time File Type Charging Printer Functions l ll ll ll ll ll Mono unit price 0 100 Color Unit Price o soo da s By Area Charging Mod cm Mono unit price 0 100 Color Unit Price f soo Show Paper Type Inherit aseran Simple Charging Mode Charge each side the same a different charge can be set if the side is printed in Color By Area Charging Mode cm2 Charge by the area
90. l amount of money spent on printing by members of this group Click the value to view the Print Log for this group 3 4 2 Add Group e Enter the unique name for the new group e A description will help to identify the new group from the others Not compulsory 3 4 3 Properties Select the name of a group from the All Groups list You can alter the advanced settings from here PrintUsage 3 5 Installation and User Guide 51 3 4 3 1 General 3 4 3 1 General Goan General A Printer Time ul File Type Il Quota i Printer Functions Total users 2 Total a wars a on moe Administration Department prints via printsrv 2F This screen contains basic information about the selected group Any changes made in this screen will only take effect once the Service Control has been restarted The settings for this group can be quickly changed by applying a template from this screen If a previous template has already been created through the template select it from the drop down menu at the bottom of the screen and click Apply Template Group Name The unique identifier for this group Total Users The number of members in this group Click on the value to view a list of these members Default Quota The maximum amount of printing cost allowed during a period of time The maximum quota length of this period of time can be configured in Group Property gt Quota Total
91. lation package in the following scenarios 1 This is a trial implementation of PrintUsage Pro Simple installation of the software to test its features and suitability 2 This computer is the only print server that will be installed which will also serve as the management server 3 More than one print server is to be implemented but this computer will also serve as the management server NOTE The only installation scenario that will support the use of the Microsoft Access database is when ONLY the print server and ONLY the management server is installed together on the same computer This is because the database application does not support network access PrintUsage 3 5 Installation and User Guide 16 2 7 5 Management Server Only Installation 2 4 5 Management Server Only Installation Setup PrintUsagePro Enterprise v3 5 Build 20100223 Dak Select Components Which components are you going to install Select the components you want ta install Click Hext when you are ready to continue Install the web management software on this computer this will also host the website management interface This management software must only be installed once regardless of the number of printers that are to be monitored Http www printusagepro com Management server installation Installs the management server on a single computer no components of a print server installation is included with this package lt is only necessary to h
92. mport This will add new users to the PrintUsage Pro user database when they are added to the domain directory However it will not delete users from the PrintUsage Pro database if their corresponding domain account has been removed e Difference Import New domain users are imported to the PrintUsage Pro database and deleted domain users are removed from PrintUsage Pro along with all associated information Once you ve set the time you d like the automatic synchronization to take place click Start to start the service Closing this window will stop the service choose Hide this window to minimize the application to the system tray 9 3 Utility Tool The Data Maintenance utility tool is an alternative to using the Web Management Site The utility tool provides functions to make batch changes to the data in the PrintUsage Pro database PrintUsage 3 5 Installation and User Guide 94 9 3 1 User Config 9 3 1 User Config J PrintUsage Data Maintenance 091127 Ca PrintUsage 8 Data Maintenance 091127 Ml user Config O Group Config E Printer Config OE thomas_russell Thomas Russell AMAXGS LOCAL BU W server Config O Hisinba_wang Sinba Wang AMAXGS LOCAL BU E sync Logs C Rready_xing Ready Xing AMAXGS LOCAL BU Hl Delete Logs OBosul_heng Paul Zheng AMAXGS LOCAL BU O Export Data O Poassang_yin Passang Yin AMAXGS LOCAL BU O B johnson_chen Johnson Chen AMAXGS LOCAL BU O celery liu Celery Liu AMAXGS LOCAL B
93. n user has System Admin privileges meaning they have access to every function and can make changes to any part of the system 5 Add Role Roles RoleDescion Save cance Before any access privileges can be assigned to a role it must first be named and given a brief description Enter the name and description in this text field and click Save to store it Roles O Group1 Administrators Group1 Assign Rights Add Delete pa Click Assign Rights to go to the access privileges page PrintUsage 3 5 Installation and User Guide 81 5 8 Data Maintenance Role Rights Call Servers C THOMAS RUSSELL THOMAS RUSSELL O HP C LaserJet 4500 PS HP C LaserJet 4500 PS O Lexmark X646e Lexmark X646e CI TOSHIBA e STUDIO4520CSeriesPCL6 TOSHIBA e STUDIO4520CSeriesPCL6 O xerox 4505 Xerox 4505 OJAl Groups O AMAXGS LOCAL BU1 GROUP1 AMAXGS LOCAL BU1 GROUP1 CI Report C Print Content e Check the Rights box to assign all rights possible to this role e Check All Servers to allow all administrative users with this role access to manage all the print servers e Check the print server name to allow the administrative user access to manage this print server and all the printers attached to it Check an individual printer to grant access to manage just the printers e Check All Groups to allow all administrative users with this role access to manage all the groups and users that are m
94. n Walkthrough 2 1 First Screen Fa a Setup PrintUsage Enterprise v3 5 Build 091715 Welcome to the PrintUsage Enterprise v3 5 Build 091215 Setup Wizard This will install FrintUsage Enterprise v3 5 Build 0391215 on your computer It is recommended that you close all other applications before continuing Click Hext to continue or Cancel to exit Setup http www amax com You must be logged onto Windows with an account with administrator privileges As with installing any new software it is strongly recommended that you close all running applications before continuing 2 4 2 End User License Agreement License Agreement Please read the following important information before continuing Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation THE PROGRAM IS COPYRIGHTED AND LICENSED NOT SOLD BY PURCHASING THE PROGRAM YOU ARE ACCEPTING AND AGREEING TO THE TERMS OF THIS LICENSE AGREEMENT THIS LICENSE AGREEMENT REPRESENTS THE ENTIRE AGREEMENT CONCERNING THE PROGRAM BETWEEN YOU AWD AMAX INFORMATION TECHHOLOGIES IHC REFERRED TO AS AND IT SUPERSEDES ANY PRIOR PROPOSAL REPRESENTATION OR UNDERSTANDING BETWEEN THE PARTIES T accept the agreement I do not accept the agreement Carefully read through the software license You must accept the license agreement in order to proceed PrintUsage 3 5 Installation and User G
95. n file types can be automatically denied to ensure the proper use of the printer This setting pane also allows the administrator to restrict printing jobs that are over a certain data size a maximum allowed page length or a maximum cost in addition the system can also deny print jobs who s file size contains a certain keyword By Default An option to either Allow all file types or to Deny all file types Except the Following File Type s Add file extensions to this table to exclude them from the above clause if Allow all file types is selected but some extensions are present in the Except table then these will be the only file types which CANNOT be printed by this group If Deny all file types is selected but some extensions are present in the Except table then these file types will be the only file types which CAN be printed by this group e Add file types to this table by clicking Add select the extension from the pop up menu To add more extensions to this list refer to Options gt File Type e To remove a file type from this table select the check box next to the File Type name and click Delete Each Print Job Size Should Not Exceed Enter the maximum allowed file size that the group is allowed to print in KB type 0 for unlimited Total Pages of Each Print Job Should Not Exceed Enter the maximum number of pages that a print job can contain before it is automatically denied typ
96. nLDAP C Ignore First Row Action To Users Not Exist In PrintUsage Insert User Into DB d Save User List As A File Select File File Path To start select Select File gt Open to select a file to use in the import UserName Choose from the second drop down list The column which starts the Usernames in the import file e The UserName in the import file can either refer to a single string username or the full name for that user Choose which one from the first drop down menu CardlD Choose which column starts the CardlDs in the import file e lf the card ID starts with some number of O s select Ignore 0 if you want to ignore these MPFPID Choose which column starts the Multi Function Printer IDs in the import file Password Choose which column in the import file starts the user passwords Group Choose which column in the import file starts the Group names the user belongs to Use OpenLDAP Update the information in the LDAP directory type the address for the LDAP server in the above text field Ignore First Row If the import file uses the first row as a heading click this option to ignore it Users who are not currently stored in the PrintUsage Pro database can be added to a User List should the administrator wish Click Import to start the process A prompt will display when the import finishes and if any errors were encountered PrintUsage 3 5 Installation and Us
97. no additional settings are required in the configuration of this database PrintUsage 3 5 Installation and User Guide 20 2 8 5 Microsoft SQL Server Setup 2 8 5 Microsoft SQL Server Setup Xe tUsage Setup Wi 091215 PrintUsage Setup Wizard 091215 Database configuration Please select the database and related parameters Database is used to save print logs and print monitoring settings Please select the database Access 2000 XP SOL Server 7 0 2000 MSDE and MySQL You should enter the user name and password of database administrator Microsoft SQL Server i Server name User name Password Choose the Microsoft SQL Server option for all versions of the application 7 0 2000 2005 and MSDE Server name is the IP address of the database server user name must be for the administrator account on this server Refer to the installation guide for the default conventionally default user name is sa Ensure the test of the connection passes before moving to the next screen 2 8 6 MySQL Setup gd PrintUsage Setup Wi 091215 PrintUsage Setup Wizard 091215 Database configuration Please select the database and related parameters Database is used to save print logs and print monitoring settings Please select the database Access 2000 XP SOL Server 7 0 2000 MSDE and MySQL You should enter the user name and password of database administrator MySQL 5 0 Y Server name
98. o For Windows Server 2003 IIS is installed by default however for Windows 2000 XP 2003 Standard Enterprise Edition Vista 2008 and 7 this must be installed manually Note If using Vista and 2008 IIS 6 management compatibility and ASP support are required Follow the guide below to install the IIS package The web server Cassini is included with the PrintUsage Pro installation package This can be disabled in favor of the Windows IIS package if preferred 76 Add or Remove Programs Sel ki Windows Components Wizard Change or Windows Components T usea occasionally y cian You can add or remove components of Windows XP i sedOn 8 17 2009 Programs Remove Y To add or remove a component click the checkbox A shaded box means that only 1 67MB Add New part of the component will be installed To see what s included in a component click Programs Details Components i 204 00MB vY Intemet Explorer 00MB A AEPS g Intemet Information Services 115 13 5 MB Windows 2 Management and Monitoring Tools 20MB Components O 5 Message Queuing 0 0 MB 8 68MB A a MSN Exnlarer 207MB_Y 41 17MB Q Description Includes Web and FTP support along with support for FrontPage transactions Active Server Pages and database connections 8 22MB Set Program al Total disk space required 56 2 MB 56 19MB Defaults Space available on disk 18123 1 MB 12 42MB 2 16MB 14 85MB aait amp
99. o either Allow all file types or to Deny all file types Except the following file type s Add file extensions to this table to exclude them from the above clause if Allow all file types is selected PrintUsage 3 5 Installation and User Guide 47 3 3 5 4 Charging but some extensions are present in the Except table then these will be the only file types which CANNOT be printed on this server If Deny all file types is selected but some extensions are present in the Except table then these file types will be the only file types which CAN be printed on this server e Add file types to this table by clicking Add select the extension from the pop up menu To add more extensions to this list refer to Options gt File Type e To remove a file type from this table select the check box next to the File Type name and click Delete Each Print Job Size Should Not Exceed Enter the maximum allowed file size that the server will allow to be printed in KB type 0 for unlimited Total Pages of Each Print Job Should Not Exceed Enter the maximum number of pages that a print job can contain before it is automatically denied type 0 for unlimited Title Should Not Contain Enter a keyword or keywords delimited by that if present in the file size of the print job will deny this job from being printed Each Job Cost Should Not Exceed Enter the maximum cost of a print job Th
100. oft SQL Server Setup onc how Bie ee rl REY eee Ore eee eS 21 2 6 0 WSO SEUD a la Es Oder ere aida GA Ro Sl Be 21 ZO Existing Database Warni g Sc aed oc SS eee SG RE GE A 22 2 8 8 Monitoring Mode lt cbc a iw we ee td a ew e RO we e wb oO Ca RM EO 22 20 9 SOC RANES E oe ts Shee Ee eee ei Be te ee i ee ee NI 23 2 8 10 Virtual Directory a 2 oh ee Edd Se ee Re we PR a we Bw Re A 23 PrintUsage 3 5 Installation and User Guide 3 CONTENTS C1 Setup 2 8 11 Administrator Account aos amp ke ke ad Oe Ee he aa a RY Sa 20 12 AUTNEntICa LION IWIOGE 00 6 a e E a a en ee a et Od ae gt A Se we 2 8 13 Mixed Authentication Mode 0 0 00 000 a a 2 6 04 Select Groups sar nanese a Gee AA AAA we oe So ee tido OClCCE USES oracle Oe oe ek rre AA 2 8 16 Configuration Wizard Complete e Es o AR ut vas et aah ah eh YO cera Pn SY Ge a We 2 8 18 System Tray Service Application a a a 2 8 19 Management Server Connection Pass aoaaa a a a a 2 9 Test Installation Setup oaoa a added 3 System Object Configuration 3 1 Login to the Management Page aoaaa aaa a a a a 32 Server Conneuration cido e e o ds ee e de Ol EVE SE e cio EA AAA da de e eo ds ld A A N SR E ge he A AA O IAS EP TOPOES s ba Ade di aa IO Qe A o A Ad ie ee SO JPMMterrTrOpeMles pacte raa Da Be ee hd ce He A A Bhd ee Socks AMO Ist ar 3 oS toe hoe ke ee al Be Rea Ee AA ee CGE TING A att os e Rtas ee ae Ae Ee Tee sks be os AR IA 3 3 3
101. ons ape f General gt Users Time File Type Charging Printer Functions i I Li l more ist floor printer serves Marketing Finance and Sales Total Printers 3 Monitoring Actated Compress Spool Fies 7 a Server Name The name of the selected server this is the unique identifier for the server and cannot be changed Server IP Optional IP address of the print server Description Optional A brief description to easily identify the server from others with a similar name Total Jobs The number of jobs that have been sent to this print server Click this number to view the print log Total Pages The number of pages that have been printed on this server Click the number to view the print log Total Cost The total money spent on the print jobs this server has completed Click the number to view the print log Total Printers The number of printers that are monitored on the selected server Monitoring Activated Shows whether the print server is currently being monitored or not Checked Server is monitored Unchecked the server is not being monitored Compress Spool Files If the server is configured to store the print spool files that it handles these files are not compressed in any way Over time a large amount of hard drive space will be required to store them Selecting this box will instruct the print server to compress these
102. or no restriction For multiple key words delimit each string with a By Default An option to either Allow all file types or to Deny all file types Except the Following File Type s Add file extensions to this table to exclude them from the above clause if Allow all file types is selected but some extensions are present in the Except table then these will be the only file types which CANNOT be printed on this server If Deny all file types is selected but some extensions are present in the Except table then these file types will be the only file types which CAN be printed on this server PrintUsage 3 5 Installation and User Guide 37 3 2 3 5 File Type e Add file types to this table by clicking Add select the extension from the pop up menu To add more extensions to this list refer to Options gt File Type nm a a E mi Ej mj Server Setup m e To remove a file type from this table select the check box next to the File Type name and click Delete Each Print Job Size Should Not Exceed Enter the maximum allowed file size that the server will allow to be printed in KB type 0 for unlimited Total Pages of Each Print Job Should Not Exceed Enter the maximum number of pages that a print job can contain before it is automatically denied type 0 for unlimited Title Should Not Contain Enter a keyword or keywords delimited by that if present in
103. orsement nor a recommendation AMAX Information Technologies Inc assumes no responsibility with regard to the perfor mance or use of these products PrintUsage 3 5 Installation and User Guide 2 Contents 1 Introduction 6 Lali Man Features ae gah A rhe Se de oh fe sch oe a a ak a a ee th we Oe oe eh we a 6 L11 Capturing Printed Content se sa aa a Pek bk EERE EREDAR EOE RO 6 1 1 2 Web Based Management Interface 2 0 0 e 6 1 1 3 Centralized Management and Authenticated Charging 0 6 LLA Report Generation FOOL idas fo eS GS SR RR Br Bk Od ee 6 1 1 5 Card Swipe Authentication and Follow Me Mode 7 LLO Document AUN sea wee a rr a A ee ee ee OI T 1 1 7 Flexible Authentication and Charging Mode aoaaa aaa 0 02 00 00 8 7 1 1 8 Simple Architecture Intuitive Implementation and Plug in Support 7 1 1 9 Support Multi Databases for Different Application Requirements 7 12 Primter Compatibili maaa et ee ook Om OE be dks BE eh A AS E 7 1 2 1 Common Job Monitoring 222 ones oe See 2 OD ESE eee a Cee eS T 1 2 2 Capture Printed Content and Reprint Functionality 8 Installation Guide 9 21 Deployment AMM eaea ee we ak eo ge E ee Sere ay Bde E oe eae ds Se a 9 2 1 1 Running Environment 9 22 APPLING Mole se d se pe Se oh ad UE dG Se AE Be te ae i ee ek Be Sh 10 2 3 Authentication Mode amp ica aon ded eee eG Oe ee ee ee A eB Ke 10 ZA Storage
104. pe 7 Day Analysis v Date 3 1 2010 3 31 2010 Submit Export A AA 3 1 2010 3 31 2010 A Total Cost HA otal Fages E Total Jobe Sunday 28 2 8 14 Saturday 30 3 0 15 Wednesday 46 4 6 23 Friday 52 5 2 26 Monday 60 6 0 30 Tuesday 64 6 4 32 Thursday 80 8 0 40 4 4 Cross Tab Analysis Generating a Cross Tab Analysis report will display either the total pages documents printed or the total cost spent by each user or department between a time range However this time range can be broken down to show the activity on each day week month or year _Cross Tab Report Summary Type Time User Summary iv Criteria Total Cost M Status M success L Denied Time Range 3 1 2010 3 31 2010 By Month Style Choose to either display the data for single users or each group Status Select whether to include print jobs that either failed succeeded or both Criteria The information the report is based on either total pages documents printed or total cost Time Range Enter two dates to retrieve the data from and choose how to breakdown the time range Day Week Month or Year PrintUsage 3 5 Installation and User Guide 71 4 5 Master Detail Analysis This example shows the total pages printed on each day in January 2010 Cross TabReport Summary Type Time User Summary Criteria Status Success Denied Time Range 1 1 2010 3 31 2010 By Month m Submit
105. printing Note This feature is not included as standard with either the Professional or Enterprise version of PrintUsage Pro There is an additional cost prior to unlocking this feature for use e Review document information in the manual audit document table e Review the content of the print job by clicking the icon icon Enterprise Version only e Select Allow or Deny to either send jobs in the printing queue to the printers or to dismiss the document e The user will only be charged the cost of printing that document if the administrator chooses to allow a document to be printed No charge will be made if a document is denied e Click Refresh to reload the page A A ae cones pr ar at CO thomas_ 1 A4 Single _ Allow Deny Allow Accidentally printed PrintUsage 3 5 Installation and User Guide 85 6 2 Manual Audit An audit note can be left if the administrator chooses to dismiss a print job Dell 3000cn PCL6 on 119 119 115 56 Printer Document View Help Document Name Status Owner Pages Size Submitted laa Document pdf Waiting Approval Paused thomas_rus 3 8 21 MB 11 17 00 AM 12 7 2009 1 document s in queue Documents will be paused in the printing queue until an administrator manually authorizes the printing of the document PrintUsage 3 5 Installation and User Guide 86 Chapter 7 Swipe and Print ID Card Authentication Swipe and Print is one of the optional fea
106. rces effectively and reduce print costs by implementing quota management The unique features of print monitoring auditing and card swipe authentication of print jobs make it a safeguard for printer control 1 1 Main Features The PrintUsage Pro package provides a substantial amount of useful features for the user We have listed some of the popular ones below 1 1 1 Capturing Printed Content e Print contents can be saved to then later be viewed in a Web browser Enterprise Version only e Documents can also be captured in a reprint file This is useful for printers that don t function over PCL or PostScript Enterprise Version only 1 1 2 Web Based Management Interface e Web interface is used for system management and report viewing Users can manage print resources on any computer that is connected to the network Users can set administrators with different roles and privileges for multi level management personnel Enterprise Version only e The system only needs to be installed on servers No additional software on the client workstations is necessary e Users can query their own user information and print history via the Web Management Site 1 1 3 Centralized Management and Authenticated Charging e PrintUsage Pro can be implemented with as many managed print servers as is required all of which are managed from the same management server e Centralized management allows system information and print records to be easily stored
107. redentials stored on the domain server will be accepted Currency Symbol Change the currency symbol used throughout the Web Management Site Hold Job For Follow Me Time Interval The length of time a user has to claim their document from the print queue After this time has expired their document will be permanently deleted from the queue No charge to the users quota will be applied if this happens PrintUsage 3 5 Installation and User Guide 83 Chapter 6 Printing Logs Use this menu to view the printing history across all print servers and to access the manual audit list if this feature has been enabled A system event log is accessed for each of the print servers connected in the system and can be opened from the tray program running on each print server 6 1 Print Log ad thomas_russell Temp thomas_russell Temp thomas_russell Temp thomas_russell Temp thomas_russell Temp thornas_russell Temp Administrator Administrators Administrator Administrators Administrator Administrators Administrator Administrators Administrator Administrators Administrator Administrators Administrator Administrators Administrator Administrators Administrator Administrators THOMAS RUSSELL 119 119 115 31 THOMAS RUSSELL 119 119 115 31 THOMAS RUSSELL 119 119 115 31 THOMAS RUSSELL 119 119 115 31 THOMAS RUSSELL 119 119 115 31 THOMAS RUSSELL 119 119 115 31 VMBU1 W2K8PRO1 119 119 115 56 VMBU1 W2K8PRO1 119 119 115 56 VMBU
108. rint job can contain before it is automatically denied type 0 for unlimited Title Should Not Contain Enter a keyword or keywords delimited by that if present in the file name of the print job the system will deny this job from being printed Each Job Cost Should Not Exceed Enter the maximum cost of a print job helps to prevent accidental wasting of printing resources Click Save to update any changes that have been made In this example Group peri 9 General ll Printer i Time File Type Df Quota p Il Printer Functions J 13 By default Allow all file types O Deny all file types Except the following file types B TXT txt TXT E DOC doc DOC E PSD psd PSD E IMAGE jpg IMAGE a HTM htm HTM a HTML html HTML m PDF pdf PDF KB 0 for unlimited 0 for unlimited Blank for no restriction For multiple key words delimit each string with Save e The group can only print documents images and webpages with the file extensions listed above e The file size cannot exceed 450 KB e The number of pages cannot exceed 10 e The file name cannot contain the string resume e The cost of printing the job cannot exceed 5 PrintUsage 3 5 Installation and User Guide 56 3 4 3 6 Quota 3 4 3 6 Quota Setting a printing quota helps to ensure that a user only prints a document when it is absolutely necessary thus helping to reduce wasted printing resour
109. rinted content for that document in a compressed image format If there is no icon in this column that printer has not been configured to capture printed content Enterprise version only Status Whether the document has been successfully printed or if it was denied by the usage restrictions Pages The total number of pages that have been printed including any copies that were made of the document Copies The number of copies of that document that was printed in that print job Paper Size of paper that was used in the print task Color If the document was printed in either Black amp White or Color Duplex Printing mode that was used either single or double sided Total Cost The cost of this document including any copies that have been printed Log Type Type of the job either Print Copy Scan or Fax 6 2 Manual Audit oo C thomas_russell rea 12 4 sie 1 46 18 da eii Document pdf 1 1 A4 Single THOMAS RUSSELL 12 4 2009 1 46 01 Microsoft Word Word C thomas_russell 119 119 115 31 PM HP Business e E a 1 1 Letter Single The manual audit feature of PrintUsage Pro queues printing documents in an audit list for these documents to then be printed authentication from an administrator They must first be granted through the Manual Audit menu of the Web Management Site This is an ideal feature for monitoring specialty printers and prevents expensive printing resources from being wasted by accidental
110. s Check this box to exclude print jobs that were denied Data Type Choose the report criteria Pages or Cost Date Customize the date range PrintUsage 3 5 Installation and User Guide 12 4 7 Printer Summary Example Chart Type User Summary M Data Type Pages o Only Accepted oe Gn Ea Printername Wareeing v sce FEPORT FROM PRINTOSAGE 3 1 2010 3 31 2010 tonya_ziegler lynne_shockley dianne_marley earl_munford Marketing tonya_ziegler o 136 0 o o post 136 Marketing lynne_shockley 0 112 0 0 0 0 112 Marketing dianne_marley 0 96 0 0 0 0 96 Marketing earl_mumford 0 16 0 0 0 0 16 A summary of the user activity is displayed below the graph along with the number of pages that have been printed on the various paper sizes 4 7 Printer Summary With this report you can create a quick summary of the activity of PrintUsage Pro monitored printers Options are available to summarize based on the pages printed or the cost accumulated on each printer The report can be altered to illustrate the activity of the various print servers instead Printer JobSummary 7 r rr Chart Type Printer Summary M Data Type Pages v prty Accepted Date 3 1 2010 3 31 2010 Chart Type Choose to report the individual printer activity or the activity of a whole print server Only Accepted Jobs Check this box to exclude print jobs that were denied Data Type Choose the r
111. s Online As with using the MS SQL Server if the print monitoring service starts before a database connection to a MySQL server is available an error is likely to occur Check this box to prevent the monitoring service from starting before the MySQL server does If Microsoft Access or another remotely installed database application is being used with PrintUsage Pro this box does not need to be checked The check box will be grey and uncheckable if the system does not recognize MySQL server as being installed on this computer 8 4 5 Advanced Enable the advanced printing features option to let PrintUsage Pro automatically enable these features across all printers that are supported Checking this box ensures the content capturing feature functions correctly across all printer models 8 5 Start Stop Print Management Service In certain circumstances you may need to Start Stop or reset the Print Management Service This can be done via the tray program amp Service Control Stop Service T Online Restart Service R Double click the tray icon amp to open the configuration page In Service Control choose whether to Start Service Stop Service or to Restart Service The signal light to the left shows the status of this moni toring service These functions can also be accessed by right clicking the tray icon and via applications in the PrintUsage Pro folder in the Start menu Note The print monitor
112. s can also be used to store important information relating to this printer 3 3 4 Properties Select the name of a printer from the All Printers list Here you can alter the advanced settings PrintUsage 3 5 Installation and User Guide 42 3 3 4 1 General 3 3 4 1 General General 1 Users ll Time ll File Type ii Charging ll Printer Functions 192 168 1 100 IP Address w 192 168 1 101 P Color LaserJet Save _ _ _ _ _ scr en ai sadam This screen contains basic information about the selected printer Any changes made in this screen will only take effect once the Service Control has been restarted The settings for this printer can be quickly changed by applying a template from this screen If a template has already been created through the template select it from the drop down menu at the bottom of the screen and click Apply Template Printer Name The name displayed on the monitoring server is used to uniquely identify the printer in the PrintUsage Pro system Printer Model The model of the selected printer is an option field to help the user identify useful information about the printer Printer IP Address The IP address of the network attached printer Card Reader Type Choose to either bind the card reader with the printer by IP address or by File Card Reader URI If for Card Reader Type you have chosen IP enter the IP ad
113. s to allow or to deny the user access to certain controls These roles are created objects and can be created through the Options gt Roles menu admin Administrator 3 1 2010 3 29 53 PM Administrator Reset Password C thomas russell Thomas Russell 2 24 2010 4 30 32 PM Role s Reset Password Add Delete Click Add to create a new administrator account in the system PrintUsage 3 5 Installation and User Guide 7 5 3 0 1 Create a New Administrator Account Select the check box of the administrator s you want to remove from the system and click Delete Username The administrator s username Real Name The administrator s real name Last Login Date The date and time the administrator last logged into the Web Management Site Role s The set of access restrictions given to the administrator Reset Password Change the administrator s password 5 3 0 1 Create a New Administrator Account Administrator Add Administrator O Yes No J Username Choose a username for the administration account Password Enter a password for the username Confirm Password Confirm the password that was typed in the previous box Real Name Enter the real name of this administrator System Administrator Choosing Yes will give this new administrator the same access privileges as the admin user account Choose No to set customized privileges using the
114. se for PrintUsage Pro can ignore the expiration date that is displayed on this screen A full license will provided unlimited usage of the system A trial user is only permitted to test the software for 30 days before they must purchase a license The expiration date reflects when this trial period will end AMAXGS Test License for QA 20101231 PT Unlimited Unlimited Enter the registration code you have been provided with into the text field and click Submit to save If the code has been approved your name or your associated organization s name will be displayed on the screen along with the number of printers your license code allows you to monitor 5 2 Template Using the template function of PrintUsage Pro the configuration of settings can be quickly and easily updated across the system From this menu new templates can be created and managed Using the Apply Objects feature enables the user to quickly spread the changes around the system if Server Template Printer Template Group Template User Template O Server Setup Apply Objects e Initially no templates will be saved in the system To create one click Add from this menu e Type a short name and a description in the General settings tab e Choose the settings you want to assign to this template in the same manner that you would configure it manually Refer to System Object Configuration for more information PrintUsage 3 5 Installation
115. sk space to save the files Date Added The date and time this printer was added Click Save to update any changes that have been made If any of the default changes for this printer have been changed the set of changes can be saved as a new printer template Click Save As Template to do this 3 3 5 Printer Restrictions A number of different restrictions can be placed on a printer to deny access to it under certain circumstances PrintUsage Pro supports access restrictions for printers in three areas These are Users Time and File Types PrintUsage 3 5 Installation and User Guide 44 3 3 5 1 Users 3 3 5 1 Users The printer will by default inherit these settings from the print server it is connected to To make changes uncheck the Inherit box at the bottom of the page Authorize all users 4Deny all users By default An option to either Authorize all users or to Deny all users Except the Following User s Add users to this table to exclude them from the above clause If Authorize all users is selected but a user is present in the Except table then they will be the only user who is NOT able to use this printer If Deny all users is selected but a user is present in the Except table then they will be the only user who IS allowed to use this printer e Add users to this table by clicking Add select the users you want to add from the pop up menu For systems with
116. t select Daily through Yearly for a scheduled reset after that length of time or Unlimited to ignore the quota limitation and allow unrestricted printing regardless of whether the quota has been used PrintUsage 3 5 Installation and User Guide 66 3 5 4 5 Printer Functions Allow Printing Over Quota This setting allows the user to spend quota that they don t have Either a percentage of their maximum or a fixed amount of quota can be used by a user if they need to finish printing a document Click Save to update any changed settings In this example e ee mm ee a Y ers Ue A Quota Cyde Type None O Daily O weekly O Monthly O Quarterly O Yearly O Unlimited For Printing Alow Printing Over Quota O Over Quota Printing Type Amount M Maximum Over Quota Usage The user is initially granted 80 units of quota which must be manually reset when this is spent 3 5 4 5 Printer Functions The user will by default inherit these settings from the Group it belongs to To make changes uncheck the Inherit box at the bottom of the page PrintUsage Pro supports the monitoring of Multi Function Printers and a restriction can be set on a user to deny access to some of it s functions e Printer Function Restrictions Configure which functions of a Multi Function Printer the user can perform PrintUsage 3 5 Installation and User Guide 67 Chapter 4 Report Generation PrintUsage Pro provides many
117. ted it If the user is logged on with a domain account the domain username is charged Otherwise the local username is charged This is the default setup and recommended authentication type Authentication by Computer Name The local username cannot be recognized by the print server Therefore each job is recorded to have been sent by Guest charging and controlling is managed by the Computer Name the user was using 2 4 Storage Distribution Depending on the scale of printing the demand for storage space is usually to accommodate captured print content Enterprise Version only Other areas of the system will also require a certain amount of storage space to store print records and user information Database Server Print logs and configuration information The required space will increase as usage increases Only in ex tremely large organizations is the required space likely to exceed 1 GB as the size of each record is usually less than 1 KB Management Server Page files and temporary files 1 GB free space is enough for these cache files PrintUsage 3 5 Installation and User Guide 10 2 5 Database Selection Print Server Captured print contents will be saved on each print server Enterprise Version only Required hard drive space depends on the printing scale The following formula can be used as a guide as to how much storage will be required for the captured print content Space demand pages month months
118. ted to it and as such settings configured for the server can be inherited by its printers likewise for a group and its users Settings for these objects are configured through the Web Management Site user interface Access to this interface can be achieved through the web browser of any computer connected to the same network as the Management Server The installation setup will place a shortcut on the desktop of the Management server for easy access but by default the URL is http localhost 8090 3 1 Login to the Management Page E PRINTUSAGE Enterprise 3 5 Key Features Download Client Login Username Password Before you can configure any of the components of PrintUsage Pro using the Web Management Site you must first logon with an administrative account If the configuration wizard was run during the installation process by default the account username admin with no password will be able to logon Va E PRINTUSAGE Enterprise 3 5 Printerllame ServerName Totallobs TotalPages TotalCost pon rg Sales printsrv 1F 130 328 32 80 Group Count 6 Server Count 2 Printer Count 5 Total Jobs 528 Total Pages 1009 Total Cost 100 90 Marketing printsrv 1F 19 Administration printsrv 1F 41 Finance printsry 1F 59 29 Support 1404 anita_deane 144 Sales 328 Sales 328 dianne_marley 124 Marketing 324 Marketing 324 carl
119. that this group CANNOT print to If Deny all users is selected but a printer is present in the Except table then this printer will be the only printer that this group CAN print to e Add printers to this table by clicking Add Select the printer s you want to add from the pop up menu For systems with a large number of print servers and printers you can filter using the drop down menu Group Setup e Remove printers from this table by selecting the check box next to It s name and clicking Delete PrintUsage 3 5 Installation and User Guide 53 3 4 3 4 Time In this example Genera if Printer Time File Type Quota Printer Functions i ji By default Allow all printers O Deny all printers Except the following printer s Xerox 4505 THOMAS RUSSELL 19 Lexmark X646e THOMAS RUSSELL 0 osen nl sesion The group is able to use printers other than those which are listed 3 4 3 4 Time Group Properties General Printer Time File Type Quota Printer Functions Week 0 5 319 11 232 13 14 15 16 1 B D 2A A 2 B Monday M 0 23 A restriction on the time of day a group can print can also be imposed The Web Management Site allows the administrator to instruct the system to automatically deny print jobs sent from this group at certain time intervals during the day This can be set for each day of the week
120. the file size of the print job will deny this job from being printed Each Job Cost Should Not Exceed Enter the maximum cost of a print job This helps to prevent accidental wasting of printing resources Click Save to update any changes that have been made For example peepee eS Sa OOOO o o e A e with IA O eso OOO O a The only file types that can be printed are documents images and webpages with the extensions listed PrintUsage 3 5 Installation and User Guide 38 3 2 3 6 Charging 3 2 3 6 Charging Set the cost of printing in different color modes or on different paper sizes General ll Users ll Time il File Type if Charging A Printer Functions Y simple Charging Mode Mono unit price 0 100 Color Unit Price O By Area Charging Mode m3 Mono unit price 0 100 Color Unit Price Show Paper Type Reduction type Reduce off cost v slo e PRETO e Simple Charging Mode Charge each side the same a different charge can be set if the side is printed in color By Area Charging Mode cm2 Charge by the area of paper larger paper sizes will cost more to print than smaller sizes A different charge can be set if the side is printed in color Advanced Charging Mode The charge to print on each paper size can be altered with a different charge if the side is printed in color To add or remove paper sizes from this list refer to Options gt Paper Type
121. to log on to the database User name Admin Y Blank password E Allow saving passwort Test Connection Cancel Help If building a connection to a Microsoft Access database ensure you use the Microsoft Jet 4 0 OLE DB Provider for the best stability and compatibility The database file can be created on any computer connected to the same network however it is recommended to store this file on the local computer E Data Link Properties Provider Connection Advanced All Select the data you want to connect to OLE DB Provider s MediaCatalogDB OLE DB Provider MediaCatalogMergedDB OLE DB Provider MediaCatalogWebDB OLE DB Provider Microsoft Jet 4 0 OLE DB Provider Microsoft OLE DB Provider For Data Mining Services Microsoft OLE DB Provider for Indexing Service Microsoft OLE DB Provider for Intemet Publishing Microsoft OLE DB Providerfor ODBC Drivers Microsoft OLE DB Providerfor OLAP Services 8 0 Microsoft OLE DB Provider for Oracle Microsoft OLE DB Providerfor Outlook Search Microsoft OLE DB Providerfor SQL Server Microsoft OLE DB Simple Provider MSDataShape OLE DB Provider for Microsoft Directory Services SQL Native Client PrintUsage 3 5 Installation and User Guide 90 8 3 Automatic Configuration 0 3 Automatic Configuration Auto Configuration Master Server printsry 1F he This is the server that has the PrintUsage web management software installed Click Discover to automatically search th
122. ton package This can be disabled in favor of the Windows IIS package if preferred 2 2 Printing Mode PrintUsage Pro provides support for two printing modes 1 Network Printer Shared Printing Mode Print via a shared printer connected to a Windows print server This requires a computer to operate as a print server 2 Traditional Printer Shared Printing Mode In each department there is a server or workstation connected to a LTP USB printer which is shared on the network It provides a printing service to users in the same department This is the most convenient and flexible way for setup however it may be difficult to manage In larger networks a common installation of a printer is with a direct Ethernet connection between the printer and the network hub This is by far the simplest method of providing a printing service to all users on the network however because management software cannot be installed on the network hub managing printer usage is difficult A work around for this printing mode can be found in the installation notes 2 3 Authentication Mode The main purpose of a print management solution such as PrintUsage Pro is to record user activity This assists with resource management by utilizing quota setting access time and a maximum document size for a user or a whole group PrintUsage Pro includes 2 different methods of user authentication Authentication by Username Charge the print job to the username who has reques
123. tup for a detailed overview of this application 2 9 Test Installation Setup Now that PrintUsage Pro has been installed and configured with printers and user accounts confirm the setup has been completed by printing a test page to one of the printers configured during the setup process 2 Printers and Faxes File Edit View Favorites Tools Help O gt wi yo Search Ey Folders y F x i E Address Printers and Faxes Add Printer 1 Xerox 4505 Open the Windows Printers and Faxes screen via the Control Panel and Right Click an installed printer that has just been configured to be monitored via PrintUsage Pro and choose Properties PrintUsage 3 5 Installation and User Guide 28 2 9 Test Installation Setup 2 Xerox 4505 Properties General Sharing Ports Advanced Security Device Settings Model Aerox 4505 Features Color No Paper available Double sided No Staple No Speed 5 ppm Maximum resolution 600 dpi Printing Preferences Select Print Test Page from the bottom of this menu to print a single page sample document a Username Computer Name IP Address Log Type x i Document Date ar2ar2010 J 2r23 2010 Search Thomas Russell AMAXGS LOCAL BU THOMAS RUSSELL 119 119 115 160 2 23 2010 4 47 46 PM Xerox 4505 TestPage Success 1 1 A4 Mono Single 0 10 Print 1 Print Logs loaded lt lt lt h 1560
124. tures that is provided with PrintUsage Pro By binding a Card Reader to all printers and issuing unique ID cards to all users printjobs sent to the server will be paused in the print queue until the user swipes their card When a user does this only jobs they have sent to the printer that is bound to that card reader will be printed Other jobs sent by other users will remain in the queue This feature not only improves data confidentiality but because misprinted documents can be removed from the print queue at a users request It also reduces waste caused by accidental printing There is an additional charge in order to activate this feature 7 1 Setup 1 Binding users with an ID card e After the configuration of the card reader for detailed information refer to the instruction manual packaged with the device put the ID card on the card reader A notification sound indicates the card has been swiped and recorded successfully e Login the PrintUsage Pro Web Management Site click the username to bind to an ID card from the all users menu and ensure the General tab is chosen General J Printer ll Time File Type i Quota _ MEP Functions thomas_russell thomas_russell ss 075723520 _Refresh e Click to add ID card number MFP Functions thomas_russell thomas_russell 975723520 e Choose Yes for
125. uide 15 2 7 3 Installation Folder 2 3 Installation Folder df Setup PrintUsage Enterprise v3 5 Build 091215 Select Target Folder Where should Printlisage Enterprise v3 5 Build 091215 be installed mu The setup will install FrintUsaze Enterprise v3 5 Build 091215 into the following folder Click Next to continuet If you would like to choose a different Prowse folder click Browse At least 32 6 MB of free disk space is required Choose the installation path for PrintUsage Pro If this installation is replacing an older version a prompt to remind you that the default installation folder is not empty click OK to confirm and continue Next choose the components to install Different installation packages are provided Which type to choose depends on the role this computer is going to perform in the print monitoring architecture Be sure to read the description of the package below the drop down list 2 4 Full Installation Select Components Which components are you going to install Select the components you want ta install Click Hext when you are ready to continue Install both website manager and print monitoring service on this computer Choose this mode under the following circumstances This is the only lor one of print server providing print service http rr www printusagepro com Full installation Installs the management server and print server on the same computer A useful instal
126. ullName GroupName delimited with comma The Authentication by user mode will import groups and users from the active directory In the Authenti cation by computer mode the setup will go through all working groups on the network and import them into the system assigning the working group name as the group name and computer name as the user name Note Only the computers powered on can be imported Other computers can be imported on the Web Management Site manually after installation Usernames and groups can also be imported from a file The file must however be in either the CSV or TXT file format with the following form USERNAME FULLNAME GROUP 2 8 14 Select Groups ge Account Sync Wizard 09121 a PrintUsage ta Account Sync Wizard 091215 Excluded Group s T Name Load Groups Successfully Selected Group s T Name AMAXGS LOCAL TestAccount SGS AMAXGS LOCAL TestAccount R AMAXGS LOCAL TestAccount R AMAXGS LOCAL TestAccountR AMAXGS LOCAL TestAccount M AMAXGS LOCAL TestAccount KLA AMAXGS LOCAL TestAccount I AMAXGS LOCAL TestAccount I AMAXGS LOCAL TestAccount A Ph AMAXGS LOCAL TestAccount A amaxcs LocaL T estAccount A ee meras A search on the Active Directory to discover all the listed groups By default these will be included in the import but should any not be required these can be excluded by clicking the appropriate arrow PrintUsage 3 5
127. via the Web Management Site in the Options gt Data Maintenance 8 License o Y General Print Monitor Service HTTP Service Print Content Licence Licensed To Test License rt Right click the print monitor tray icon Es select Setup and navigate to License Here you can find the name of the company individual that this software is registered to Registration of the software is obtained by either a USB dongle or by a registration code which can be entered in either the installation process or through the Web Management Site 8 8 Print Management Service Event Log The PrintUsage Pro monitoring service will record the print events print jobs and all warnings and errors to the system log This system log stores a full history of the print monitoring service and is the most effective way to trace system errors and as such is the first stage in resolving an error Right click the monitoring service tray program amp and choose Event Log from the menu printusage PrintUsage a File Action View Favorites Window Help F al xj e i asl Bm E Type Date Time Source Category Event User Computer J Informa 2009 12 4 23 59 03 PrintUsagesvC None 87 nia Mbul w Informa 2009 12 4 23 59 02 PrintUsagesS C None 87 N A V Mbul w Informa 2009 12 4 23 59 02 PrintUsagesS C None 87 N A VMbul w D Informa 2009 12 4 23 59 01 PrintUs
128. week you want to make the change e Choose the range of time you want to change to change just a single hour For example 7 00 8 00 type the same number in both fields e Click Submit to make the changes to the grid e Click Save to save the changes PrintUsage 3 5 Installation and User Guide 36 3 2 3 5 File Type In this example General iT Users Time File Type Charging iE Printer Functions epee pe spe pepe pee ee ek 1572000 ee eee Y a ie Ca E oniy PPP eee eee eee wom Pe wednesday i iia aaa Thursday dT dT TE rT TT Friday O III Saturday BPP Sunday HA Deny v Sunday v 23 23 Access to printers on this server will not be allowed between 12 00 Wednesday and 12 00 Thursday and also between 23 00 and 00 00 every day of the week 3 2 3 5 File Type Certain file types can be automatically denied to ensure the proper use of the printer This setting pane also allows the administrator to restrict printing jobs that are over a certain data size a maximum allowed page length or a maximum cost In addition the system can also deny print jobs who s file size contains certain keywords General Users Time i File Type Charging ll Printer Functions 1 i B By default Allow all file types O Deny all file types Except the following file types SS IA Blank f

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