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Océ PRISMAsatellite for Office - Océ

1. Chapter 5 Server Configuration 81 Creating a Link to Oc Doc Works Oc Doc Works version 3 6 Job ticket field CoverMediaSize Value set by Oc PRISMAsatellite for Office version 2 2 Media size or Other for other Media size indicated in the Comments field The following values are available Ao Al A2 A3 A4 As B4 Bs Letter Legal Ledger Foolscap Executive Statement Folio Quarto Monarch LegalSmall CoverMediaWeight CoverMediaColor CoverMediaType 82 Chapter 5 Server Configuration Media weight or Other for other Media weight indicated in the Comments field The following values are available m 65032gram047m2 m 80032gram047m2 m 120032gramo47m2 m 170032gramo47m2 Media color or Other for other media color indicated in the Comments field Paper index or bond paper Transparent transparency Other other media type indicated in the Comments field Creating a Link to Oc Doc Works Oc Doc Works version 3 6 Job ticket Value set by Oc PRISMAsatellite for field Office version 2 2 FailedMappings All values that could not be set because the Oc Doc Works field did not exist in the Job Ticket Definition If this field is not defined the information is simply lost Note This field does not exist in the default Oc Doc Works Job ticket definition You can add this field using the Oc Doc Works Job ticket editor
2. How to use passthrough ports i Passthrough ports are typically used to monitor certain network directories folders for the presence of printer description language PDL files These files are print jobs that were created automatically when a user prints using the manufacturer s printer driver This printer driver was defined on top of the OceFilePort Windows port monitor Client PCs with Native Driver Oc CPS900 Oc PS Server Port Port Defauft Jop Ticket Marketing _CPS900 Marketing_CPS900 Passthrough Device CPS900_Passthrough gt Oc CPS900 Note The associated ticket may not be defined by the Oc PRISMAsatellite for Office Admin istrator It is a default JDF file that will force output via the Passthrough device However a user account can be specified when creating a Passthrough port This account will then be used for billing information for the job Chapter 9 Functional overview 181 Adding a Passthrough Port Adding a Passthrough Port Introduction A passthrough device uses a passthrough port and a passthrough proxy The passthrough port is in essence a folder where all the passthrough jobs are spooled in How to add a passthrough port 1 The Oc PRISMAsatellite for Office Administration console 2 Click Input Channels Passthrough Oc PR FRE File Action View Help e e a e Oc PRISMAsatelite Administration administrator Eia Print and Fax service
3. Select the users you want to import and click Add The windows users will be added to the Windows users import dialog 7 Click OK to save the changes aw Chapter 5 Server Configuration 89 Configuring Oc PRISMAsatellite for Office Accounting Accounting Configuring Oc PRISMAsatellite for Office Accounting Introduction i Oc PRISMAsatellite for Office Accounting is a feature of the Oc PRISMAsatellite for Office software It allows you to schedule and configure the active Accounting database Note Click the Oc PRISMAsatellite for Office Accounting shortcut on the desktop to start the application E PRISMAsatelliteAccounting Oc PRISMAsatellite Accounting Accounting File Action View Help 7 0 8 e Oc PRISMAsatelite Accounting a a OceAccountingD _20050825_140112 a OceAccountingD8_20050826_140100 i OceAccountingDB 20050827 140059 OceAccountingDB 20050828 140058 a OceAccountingDB 20050829 140057 a OceAccountingDB 20050830 140057 a OceAccountingDB 20050901 155049 lan OceAccountingD _200S0902_154956 OceAccountingDB 20050911 162233 a OceAccountingDB 20050912 162232 ai OceAccountingD8 20050913 135812 current 24 Oc PRISMAsatellite for Office Accounting How to configure accounting 1 2 Click Start All Programs Oc Oc PRISMAsatellite Select Oc PRISMAsatellite Accounting Righ
4. m Network addresses and queue names of the printers that will be controlled by the server a A domain user account with sufficient privileges to access resources for example Psat4office This user account should have access to user account definitions for the Oc PRISMAsatellite for Office user management should be a member of the local admin group a The Oc PRISMAsatellite for Office license file How to install Oc PRISMAsatellite for Office on the server 1 Insert the Oc PRISMAsatellite for Office installation CD ROM in the CD ROM drive The Choose Setup Language dialog will appear Choose Setup Language a xl em Select the language for th s installation from the choices below 12 Choosing the Setup Language 2 Select the required language and click OK 48 Chapter 4 Server preparation and installation Installing Oc PRISMAsatellite for Office on the Server The InstallShield Wizard dialog will appear J PRISMAsatellite InstallShield Wizard Welcome to the InstallShield Wizard for PRISMAsatellite The InstallShield R Wizard will install PRISMAsatellite on your computer To continue click Next WARNING This daa is protected by copyright law and international tre 13 InstallShield Wizard 3 Click Next to continue Toe License Agreement dialog will appear PRISMAsatellite InstallShield Wizard IMPORTANT READ CAREFULLY THIS END USER LICENSE AGREEMENT
5. nN Right mouse click the Oc PRISMAsatellite for Office icon in the system tray Click Close to stop the Oc PRISMAsatellite for Office driver Click Start Settings Control Panel Double click Add Remove Programs Select PRISMAsatellite Client and click Remove A confirmation dialog will appear Click Yes to continue The Oc PRISMAsatellite for Office driver will be removed from your system Note To completely remove all Oc PRISMAsatellite for Office files also remove the lt IN STALLClientProgram_PATH gt and C Documents and Settings useraccount Application Data Oce PRISMAsatellite Client ToolsUI folders Chapter 6 Windows client installation Upgrading the Oc PRISMAsatellite for Office Driver Upgrading the Oc PRISMAsatellite for Office Driver Introduction This procedure shows you how to upgrade the Oc PRISMAsatellite for Office driver from version 1 2 x to version 2 0 0 How to upgrade the Oc PRISMAsatellite for Office driver 1 Click Install exe to start the installation process A dialog will appear that indicates that a version of the Oc PRISMAsatellite for Office driver was already installed on the system When you continue the install process the current version of the Oc PRISMAsatellite for Office driver will be removed first 2 Click OK to continue the installation process Tnstalling the Oc PRISMAsatellite for Office Driver Manually
6. you will force Oc PRISMAsatellite for Office to use the printer and location specified within the Oc PRISMAsatellite for Office driver 5 Specify the amount of business days that you want to keep completed jobs on the server 6 Click OK to save the changes that you have made Chapter 9 Functional overview 119 Specifying the Document Settings Specifying the Document Settings Introduction The Documents tab allows you to specify the default documents location You can also set the maximum number and total size of documents on an Oc PRISMAsatellite for Office end user s Personal Document Space How to specify the Documents settings 120 1 Right mouse click the Oc PRISMAsatellite for Office server in the tree section Click and Properties select the Documents tab 3 Use the Documents Folder option to specify the default location of the end users doc uments The Documents Folder name can be defined in UNC format servername sharename path filename Note Please note that when you change the Documents Folder option afterwards the existing Oc PRISMAsatellite for Office folders will not be copied automatically to the new loca tion Note You can not use one of the following characters in the name of the Documents Folder 1 eee 2 Specify the Maximum number of documents on the end user s Personal Document Space Specify the Maximum allowed
7. 144 Chapter 9 Functional overview Adding and Configuring a Printer Adding and Configuring a Printer Introduction A printer is a device that can print a document on media such as paper or transparency Some printers are complex with almost unlimited capabilities Others have limited capa bilities print speed number of bins and staple options Before you can use printers in Oc PRISMAsatellite for Office you have to add the printers This topic shows you how to add and configure a printer How to add a printer 1 Click Print and Fax Services Devices Printers and Faxes 2 In the upper right pane right mouse click and select New Printer The Device Type Selection dialog will appear 3 Select the Manufacturer the Model and click OK i Note The list shows print and fax devices currently available for enhanced device support The Device Configuration dialog will appear i Note Use the How to configure procedure to configure the printer Chapter 9 Functional overview 145 Adding and Configuring a Printer How to configure a printer 146 Configure printer Tab General Description Device name Use a unique printer name here Description This could be a physical location the workgroup using it or any other identifying features Allowed color types Define the printer s color printing capabilities by selecting the ap propriate ch
8. AGREEMENT IS A a LEGAL AGREEMENT BETWEEN YOU AND Oc Printing Systems GmbH Oc BY CLICKING __ THE YES BUTTON OR OTHERWISE INSTALLING COPYING OR USING THE SOFTWARE YOU JACCEPT AND AGREE TO BE BOUND BY THE TERMS OF THIS AGREEMENT IF YOU DO NOT JAGREE TO THE TERMS OF THE AGREEMENT DO NOT INSTALL COPY OR USE THE SOFTWARE AND THE DOCUMENTATION BUT RETURN SAME PROMPTLY TO Oc FOR A JREFUND OF ANY FEES PAID THEREFORE JOc CUSTOMER SOFTWARE LICENSE AGREEMENT The computer software in which this Agreement is contained the Software and all materials and documentation related thereto whether printed electronic or available on line 14 License Agreement 4 To accept the license agreement select I accept the terms in the license agreement and click Next Chapter 4 Server preparation and installation 49 Installing Oc PRISMAsatellite for Office on the Server The License file dialog will appear e InstallShield Wizard Please enter the file name of your license file 15 License File 5 Click Browse to select the license file license lic and click Open 1 PRISMAsatellite InstallShield Wizard License File Please enter the file name of your license file 16 Screen 6 Click Next to continue 50 Chapter 4 Server preparation and installation Installing Oc PRISMAsatellite for Office on the Server The Customer Informatio
9. Chapter 9 Functional overview 147 Adding and Configuring a Printer 148 Tab Media Description Oc PRISMAsatellite for Office uses Media settings to auto route jobs to printers with specific media types configured For instance a printer with company letterhead will be used when letterhead is selected on a job ticket Media is set individually on each printer You must fill out the Media tab or the printer will not accept jobs Oc PRISMAsatellite for Office will pull media according to this tray configuration To mount media in the printer a Select a media type from the drop down list for each tray m If there is a multi purpose or manual feed tray use the Input Channels button to add the types of media Note F To avoid paper jams and misfeeds the media configured must be within the printer s capabilities Refer to your printer manual for allowed media types and sizes Access Locations Typically the allowed user groups or users setting restricts the use of a printer to one or a group of persons For example if a printer is used exclusively by one person or you want to secure access to a group of users add that person s user ac count resp group as the Allowed Users You always have the oppor tunity to remove a user or user group from the list Note By default the access is given to the users within the Users group The System Administrator can assign a printer to a previous
10. Site planning Intelligent routing Stage Description i Device affinity check Chapter 3 Site planning 31 Intelligent routing Stage Description ssi a APH inserts unprinted covers The number of inserts and unprinted covers that the device supports is determined The devices with the higher number are selected a Finishing The number of finishing features that the device supports is checked The devices with the higher number are selected The following is checked for each finishing feature Stapling the stapling type Booklet Side In case of Side Stapling the number of supported stitches is also checked against the request Binding the binding type Wire Glue Tape is checked Collating a check is made to ensure the device supports the requested Collating value HoleMaking a check is made to ensure the device supports the requested Collating value Folding a check is made to ensure the device supports the requested Collating value m Preferred device if the preferred device is still in the list it will be used Location If local and remote i e Proxy devices devices are avail able local devices are preferred m Device availability An Idle device is preferred If no device is idle a device in running status is used m Device priority For each device within a location you can specify the prior ity for that device within the selected location The prior
11. The Completing the Add Printer Wizard dialog appears Click Finish to complete the installation Chapter 9 Functional overview Ports Input Channels Ports Introduction Oc PRISMAsatellite for Office receives incoming jobs through one or more ports When you submit a job from a workstation the job is transmitted to a port on the Oc PRIS MaAsatellite for Office server You need at least one port to allow other workstations to submit jobs Installing Oc PRISMAsatellite for Office on the server automatically creates one hidden port for all Oc PRISMAsatellite for Office application drivers interacting with it You can define multiple ports to allow multiple entry points into the system There are 3 types of ports Hot folders Hot folders ports are set up to monitor specific directories folders looking for JDF print jobs They are used when the input to Oc PRISMAsatellite for Office is file based a Passthrough ports Passthrough ports are typically used in MS Windows networking environments Passthrough ports allow native printer drivers and Unix LPR queues to transmit print jobs to the Oc PRISMAsatellite for Office server a Office scanning Office scanning ports are designed to import files from Oc engines that allow you to scan documents to a file Types of ports The following topics will describe how to use the types of ports Chapter 9 Functional overview 175 Hot Folders Hot f
12. The Oc PRISMAsatellite for Office driver is an easy to use interface for distributing documents With the Oc PRISMAsatellite for Office driver you install a single driver to access all network printers and other output devices The operating system treats the Oc PRISMAsatellite for Office driver as a printer driver However the driver also gives you access to a host of other devices via the job settings interface When the Oc PRISMAsatellite for Office driver was installed successfully the Windows system tray will contain an Oc PRISMAsatellite for Office icon This icon shows you status information about your Oc PRISMAsatellite for Office jobs It also allows you to specify your personal User preferences How to configure the Oc PRISMAsatellite for Office driver 1 Right mouse click the Oc PRISMAsatellite for Office icon in the system tray 2 Click Preferences The User preferences dialog will appear 3 Specify the user preferences For more information please refer to the Specify the User preferences topic of the Oc PRISMAsatellite for Office driver help file Chapter 6 Windows client installation 101 Uninstalling the Oc PRISMAsatellite for Office Driver Uninstalling the Oc PRISMAsatellite for Office Driver Introduction This procedure shows you how to uninstall the Oc PRISMAsatellite for Office driver Uninstall the Oc PRISMAsatellite for Office driver 102 1 3 3 4 5
13. nslookup lt machine name gt The result is the IP address Execute the same command with the IP address instead of the machine name the result must be the machine name Chapter 4 Server preparation and installation 41 Installation checklist Try again with the command PING In each case the correct IP address or machine name must be returned Contact the Network Administrator in case of other results 8 The Port 80 IIS and 445 SOAP must be available and should not be blocked by a firewall 9 Since it is not possible yet to upgrade the server installation after a Oc PRISMAsatellite for Office un install it may be good to clean the path lt InstallPSAT_Program_Dir gt PRIS MaAsatellite In the same way on IIS the Oc PRISMAsatellite for Office folder must be suppressed too on the Default Web Site folder 10 On the Local area network LAN settings Internet Explorer Tools Internet options Connection LAN Settings the property Bypass Proxy server for local address must be set to allow Reports from the Administrator Console 42 Chapter 4 Server preparation and installation Creating and Configure the PSAT4office User Creating and Configure the PSAT4office User Introduction Before you install Oc PRISMAsatellite for Office on the server you are advised to create a Domain User called PSAT 4office This user should be able to access resources on the W
14. tion that is enabled for passthrough printing This will provide separate routing and ac counting functions for each printer or location The passthrough port input channel will need a location to watch and a passthrough device to direct requests The link between the native printer driver and the passthrough port is possible thanks to a dedicated Windows port monitor called OceFilePort The OceFilePort will allow you to forward the imaging results of the native driver to your Oc PRISMAsatellite for Office passthrough port watched folder that is responsible to direct your output to the associated passthrough device your proxy to the real printer Chapter 9 Functional overview 165 Add Passthrough device Add Passthrough device Introduction Create a passthrough device with a dedicated passthrough port and proxy on the Oc PRISMAsatellite for Office server This allows users to use the manufacturer printer driver with a specific printer The native driver may be required to take advantage of a printer s feature that is not supported by the Oc PRISMAsatellite for Office job ticket How to add a passthrough device 1 The Oc PRISMAsatellite for Office Administration console 2 Click Print and Fax Services Devices Passthrough IB Oc PRISMAsatellite 10 x File Action View Help e gt 6 5 IP Oc PRISMAsatelite Administration administrator E is Print and fax services Media There are no ite
15. Delete media Delete media ccccccecccssccsscesseesscsseessssssessees 140 Delete Office scan folder Delete Office scan folder 1 scene 191 Delete passthrough device Delete passthrough device Gu 171 Delete passthrough port Delete passthrough port wo cere 186 Delete printer Delete printer sneen 157 Delete user Delete user 1 ssesesrerereeverserserserseresrsersenee 199 Device configuration Device configuration 145 150 156 Device name Device name ccsccccsssccesesseseceeseeeees 145 150 Device priority Device Priority sssrssnnvsndtmn minerne 160 Device type selection Device type selection wc 145 150 Disable Hot folder Disable Hot folder cccccsccsessessesscsseeeeesees 179 Disable Office scan folder Disable Office scan folder 1 190 Disable passthrough port Disable passthrough porto 185 Doc Works Dog Works dornet en IEn 74 Documents settings Documents settings s ssessissessirsersteresreesesseess 120 Driver Diverse 96 101 104 DSN DSN realiserede AES 125 E Edit factory template Edit factory template s scsseissssessssossesseeseoe 84 Edit group Edit group ssscossssesessse sesisevesdvesevedesevisesesessseaees 206 Edit job details Edit job details seriernes 212 Edit user Edit USE rarere ne 198 Enable Auto Routing 218 Enable Auto Routing wo eee 145 150 Enable Hot folder Enable Hot folder cccccscessesseseesceseeseesees 178 Enable
16. I A I Oc CS170 220 I la NMN HP 2300L HP 2300L Admin02 Admin04 Z E ee a e a a a a TER 1 q z Oc CPS900 VP 2070 N dl mn FSK pr A ENGINEERING Marketing For this small company it makes the most sense to define the printer groups based upon departmental boundaries On the Oc PRISMAsatellite for Office server printers are organized into groups using locations In this example four locations would be required and each location would consist of 7 printers Locations Location Description Administration HP 4000 Admino1 HP 4000 Admino2 HP 4000 Admino3 HP 4000 Admino4 Oc 3140 Admin Oc 3165 Oc CPS 700 Chapter 3 Site planning 19 Small Company Example 20 Location Description HP 4000 Saleso1 HP 4000 Saleso2 HP 4000 Saleso3 HP 4000 Saleso4 Oc 3140 Sales Oc 3165 Oc CPS 700 HP 4000 Mktgo1 HP 4000 Mktgo2 HP 4000 Mktgo3 HP 4000 Mktgo4 Oc 3140 Mktg Oc 3165 Oc CPS 700 Marketing Engineering HP 4000 Engo1 HP 4000 Engo2 HP 4000 Engo3 HP 4000 Engo4 Oc 3140 Eng Oc 3165 Oc CPS 700 The locations listed above are well designed because they each contain a wide variety of printers with a variety of capabilities stapling 2 sided etc they each contain a mixture of small medium and large black amp white printers they each contain
17. Scan a document on an Oc PRISMAsatellite for Office printer scanner and use the Oc PRISMAsatellite for Office scan profile 2 Use the assigned Scan Code when asked for by the Oc PRISMAsatellite for Office printer scanner The scanned document PDF file will become available on your Personal Document Space 68 Chapter 4 Server preparation and installation Chapter 5 Server Configuration Overview Overview Introduction This chapter explains on a component level how to implement your plan To properly implement your site strategy follow these general steps m Configure the server system properties Create and test print devices Create and populate locations Establish relationships between devices within the location and test relationships Special preparations for using Oc PRISMAsatellite for Office clients Configuration After completing the steps for implementing a site strategy Oc PRISMAsatellite for Office software should be set up for the users for detailed information and procedures The following procedures provide instructions for the tasks listed above 70 Chapter 5 Server Configuration Configure the personal document space Configure server system properties Configure the personal document space Introduction The Documents tab allows you to specify the default documents location You can also set the maximum number and total size of documents on an Oc PRISMAsate
18. h Hour part of submission time ti Yol Millisecond part of submission time o Optionally generated number to insure uniqueness cm 56 Oce File Port Edit in Port Name the EXACT passthrough printer name as defined in Add Passthrough device on page 166 Edit in Target Path the EXACT path as defined in Adding a Passthrough Port on page 182 Behind the passthrough path to the spool folder edit additional information for passthrough print jobs For example VP2070_job J prn Note You can enter more substitutions to create a unique name for accounting but mind the upper or lower case characters Click OK The Install Printer Software dialog appears Add Printer Wizard al Install Printer Software The manufacturer and model determine which printer software to use YA Select the manufacturer and model of your printer If your printer came with an installation disk click Have Disk If your printer is not listed consult your printer documentation for compatible printer software Manufacturer MINOLTA OMS Monotype NEC EJ Oce VarioPrint 2065 PS 4 E Oce VarioPrint 2055 PS NRG EJ Oce VarioPrint 2045 PS Oce t 2070 PS Tm j persone El EP This driver is digitally signed Windows Update Have Disk 57 Install the printer software Select the manufacturer driver for the specific printer You create the passthrough printer for this specific drive
19. ity setting is checked at this stage The device that has the highest priority will be used m MimeType The device which supports the MimeType of the job will be used m Speed The device that has the highest speed will be used m Least recently used If multiple devices are still available the device that was least recently selected is used This check makes sure that if several devices are able to process the job an implicit load balanc ing will be performed 32 Chapter 3 Site planning Intelligent routing Description Note The order of the device affinity check is important It is performed in the order above Each affinity check will keep the best devices from the device list When only one device is left this device will be used and the remaining affinity checks are not performed Chapter 3 Site planning 33 Intelligent routing 34 Chapter 3 Site planning Chapter 4 Server preparation and in stallation Overview Overview Introduction This chapter describes how to install and configure the Oc PRISMAsatellite for Office server Before you begin Before you install the Oc PRISMAsatellite for Office software on your server please check if the following items and information is available The Oc PRISMAsatellite for Office CD ROM A domain user account with sufficient privileges in order to have access via this account to network shared resources print
20. you must pause it How to delete a printer 1 Click Print and Fax Services Devices Printers and Faxes 2 In the upper right pane select a printer 3 Right click and select Delete A dialog will appear that allows you to confirm the removal of the selected printer 4 Click OK to confirm Chapter 9 Functional overview 157 Pausing and Resuming a Printer Pausing and Resuming a Printer Introduction Pause the printer before you delete it Pausing printers will change the status to Idle Paused If the printer contains an active job the job will be printed while the printer status will be Pausing When you pause a printer the Intelligent routing process will not be able to select the printer How to pause a printer 1 Click Print and Fax Services Devices Printers and Faxes 2 In the upper right pane select a printer 3 Right mouse click and select Pause The printer is paused How to resume a printer 1 Click Print and Fax Services Devices Printers and Faxes 2 In the upper right pane select a printer 3 Right mouse click and select Resume The printer resumes 158 Chapter 9 Functional overview Locations Locations Locations Introduction When end users print to Oc PRISMAsatellite for Office they want to print to convenient printers most of the time until they have a job with special requirements Then they want this job
21. Completed Jobs to show completed jobs 3 Right mouse click and select Hide Completed Jobs to hide completed jobs 216 Chapter 9 Functional overview Index index Access Pee A AEE E EE E 145 150 Account name Account Dame ssiri 194 Accounting ACCOU EIB aeiia 90 Accounting report ACCOUNUING PEPOLE ammer 90 Add Hot folder Add Hot folder cccecccccecccsseesscesssesseeseessees 177 Add location Add location ccccccccecsessseesccsscssscescescssecsses 160 Add media Add media scannere ENERET 137 Add Office scan folder Add Office scan folder 1 scene 188 Add Passthrough device Add Passthrough device scenes 166 Add passthrough port Add passthrough port ssssssssssssssssssssssrseseesess 182 Add printer Addprinte fre delen 145 Add user Fare Fa LA UI 7 n a RAE EAEN EEA 194 Adobe Acrobat Reader Adobe Acrobat Reader cccccsesseesseeeeeees 12 13 Allowed color types Allowed color types uu dssssssrsrrrrnee 145 150 Allowed number of active users Allowed number of active users 2 118 Apply a work template as specialized template to all users Apply a work template as specialized template to all EE EE E 84 Apply the factory template to all users Apply the factory template to all users 84 Archiving ATCDAVID Bie seas a T EET ORE 72 B Back up Bache pass ssitedessassscdsadescssasedesssassavescasteisetsens 107 Back up Back tip iA E ER er 107 Backup Backup snarere egen 107 B
22. Document Space Server properties 54 The following server properties are available General Licensing Jobs Documents Email Services Clients Chapter 4 Server preparation and installation Configuring Oc PRISMAsatellite for Office Items Configuring Oc PRISMAsatellite for Office Items Introduction If you have installed the Oc PRISMAsatellite for Office software and have configured the Server properties you have to configure the Oc PRISMAsatellite for Office items You are advised to configure the items in the order below Configure Oc PRISMAsatellite for Office items a Add Media on page 137 m Adding and Configuring a Printer on page 145 m Adding a Location on page 160 Importing Windows Groups on page 205 m Importing Windows Users on page 197 m Hot Folders on page 176 m Office Scanning on page 187 m Passthrough Ports on page 181 m Passthrough Devices on page 165 Note F When you have configured all Oc PRISMAsatellite for Office items you are advised to backup your configuration Backing Up and Restoring the Server Configuration on page 107 Chapter 4 Server preparation and installation 55 Uninstalling Oc PRISMAsatellite for Office from the Server Uninstalling Oc PRISMAsatellite for Office from the Server Introduction This procedure shows you how to uninstall Oc PRISMAsatellite for Office from the server How
23. Note the use of the psat F substitution string in the SQL command Chapter 9 Functional overview 129 Specifying the Client Settings 40 ODBC Connection string select ClientNumber as TicketValue ClientName as DisplayValue from Clients where ClientName like psat F Enter 1st part of client name 41 Custom field values 130 Chapter 9 Functional overview Click Build to define the ODBC parameters User Password few Use Data Source Name DSN DSN Clients_Matter v C Use ODBC Driver Driver Additional Keywords Keyword SQL Server w DSN Clients_Matter UID PWvD Concer 42 ODBC Connection string 4 Define the Case number custom field The Case number field is defined as ComboBox Fixed List This will force the user to select a value from a drop down list Server properties x General Licensina Jobs Documents Email Synchronize Services Clients Custom fields f Custom field 1 Client Number Custom field 2 O Custom field 5 Label Tool tip Default value Type Validation Predefined values Matter Number Enter the matter number fot this client Combo box fixed list 7 Configure Configure Specifying the Client Settings 43 Custom field Case number Chapter 9 Functional overview 131 Specifying the Client Settings The field will be required and vali
24. PRISMAsatellite for Office provides the routing capability to direct large and small jobs to appropriate devices tracks job activity for cost accounting and supplies management needs and offers a simple user interface for faxing and printing Large sites often have combinations of departmental networks and in house print produc tion facilities that require a lot of technical management oversight Such organizations have large numbers of users and benefit from streamlining their print operations by adopting results oriented output strategies that automate job routing and distribution Oc PRISMAsatellite for Office can improve your printing operations in the following ways Bring multifunction capability distribution and printing to the desktop Simplify installation and maintenance of network printers Minimize user education required to submit jobs to a variety of devices Route jobs to low cost or high end printers as needed Provide capability to create custom reports for cost accounting and resource management Increase utilization of investment in equipment Save shipping and inventory costs through one interface for distribute then print jobs Manage multiple server installations Chapter 1 Overview 9 What is Oc PRISMAsatellite for Office 10 Chapter 1 Overview Chapter 2 Server and clients Server Requirements Server Requirements Introduction Oc PRISMAsatellite for Office is designed to run on
25. Windows Users Introduction You create User accounts for each user that sends jobs through Oc PRISMAsatellite for Office The following types of users can be defined 1 Imported MS Windows groups users local 2 Oc PRISMAsatellite for Office local users mandatory for Oc PRISMAsatellite for Office driver users 3 Domain users advised The procedure shows you how to import MS Windows users Note i Oc PRISMAsatellite for Office users don t have to log on to the Oc PRISMAsatellite for Office client manually The Windows logon is used How to import Windows users 1 Click User Management Users 2 In the upper right pane right mouse click and select Import Windows users The Import Windows dialog will appear Select the Domain from the drop down list 4 The Check names button allows you to check the end user accounts within the Windows users field Click Browse open the Windows users dialog W Aw Select the users you want to import and click Add The windows users will be added to the Windows users import dialog 7 Click OK to save the changes Chapter 9 Functional overview 197 Editing a User Editing a User Introduction This procedure shows you how to modify a user Note i You cannot change the account name once the user has been added but you can change the password afterwards How to modify a user 1 Click User Man
26. Windows Users and Groups lOCal ccccceeseeeeeeeeessenenes 89 ACCOUNTING ren esine pin sanatoasa tetrad ds enetade aaa aa aata ERE aaia 90 Configuring Oc PRISMAsatellite for Office Accounting 90 Using the Oc PRISMAsatellite for Office Accounting Report Wiz AUC wscecadesesvacecebunsedsauevideloadaeiaelndacedvevcccduaated saneeeviewsuccacdeiceeteet maaaeieadiveaas 92 Chapter 6 Windows client installation ELLLER 95 Installing the Oc PRISMAsatellite for Office Driver Manually 96 Configure the Oc PRISMAsatellite for Office driver 101 Uninstalling the Oc PRISMAsatellite for Office Driver c08 102 Upgrading the Oc PRISMAsatellite for Office Driver 103 Using the Oc PRISMAsatellite for Office Driver for Remote Job Submis SIOM ERR REESE RE tices cause deciansttcesencuaiesadeuuseuvsdetexsatadnistaseaceasteebsscntccetaaateseeanciees 104 Chapter 7 WaINt OMAN CO 55 svens saat aep aa aaa akaau 105 RE POMS sicssicedesielestuncccincece SEER REESE SEERE SER sssdauiieucucatbiaadenasdbiadeindunescvesaveedls 106 Backing Up and Restoring the Server Configuration 107 Chapter 8 Custom izati ON ssesern eee eee eeeeeeeneessassaaaaeaaeeeeaesaeeeseeeeeeeenneeeneesenesnaes 109 Customized Fields for Clents c cscsssesssseceneeeeseeeeeeeeeeeeeeeeeseeesseees 110 LDAP Configuratio Mesinos iaiaaeaia n aeaaea 111 Chapter 9 Functional overview css cc cec ceeds ceesivieavwelsbecden inte 115 Serve
27. a color printer One of the most powerful features of Oc PRISMAsatellite for Office is its ability to au tomatically route print jobs to the best fit printer within a location For example a small print job would be routed to the HP 4000 nearest to the user while medium print jobs would be routed to an Oc 3140 mid range printer Large print jobs and color print jobs would be automatically routed to the printers located in the center of the building To accomplish this auto routing three main Oc PRISMAsatellite for Office settings are utilized One of these settings resides on the Oc PRISMAsatellite for Office server while the other two settings reside within the Oc PRISMAsatellite for Office driver on the user s workstation Chapter 3 Site planning Small Company Example Auto routing Settings Setting Description Page threshold This device setting on the server is used to limit the size of print jobs that a given printer can process It is used to guarantee that large print jobs are not sent to small printers In general small printers have low thresholds and large printers have high thresholds Location This Oc PRISMAsatellite for Office client setting is used to select the user s location For example a user sitting in the sales department would select Sales as their location Printer This Oc PRISMAsatellite for Office client setting is used to select the nearest printer to an individual In our exam ple t
28. a filter it must be ensured that an LDAP query using that filter will only re turn on result User The user used to log on to the LDAP server Must be set if the Windows account that the Framework uses is not authorized to access the LDAP AD server Password The password used to log on to the LDAP server Must be set if the Windows account that the Framework uses is not authorized to access the LDAP AD server Chapter 8 Customization 113 LDAP Configuration 114 Chapter 8 Customization Chapter 9 Functional overview Configure server properties Server properties Configure server properties Introduction The General tab shows information about your Oc PRISMAsatellite for Office config uration such as product name version and language It also shows you more information about the type and expiration date of your license The Reports dialog allows you to specify general server settings Right mouse click the Oc PRISMAsatellite for Office server in the tree section Click Properties to start the Reports dialog Note F You are advised to install the optional OCR software before you create the link between the Oc PRISMAsatellite for Office server and the OCR software When you create this link all end users will be able to click the OCR Conversion button from their Personal Document Space Server properties The following server properties are avai
29. accounting records and banner page contents The User account is used to determine the access to the Document space management user intent templates and modifications of the user preferences The Administrator s User account allows system configuration User accounts are used to restrict the offered type of services Print Fax PDF conversion User accounts are also used to restrict specific devices and features For instance a user account may restrict users from using certain high quality color printers Oc PRISMAsatellite for Office allows you to organize the user accounts in groups You can configure services for example Print Fax or PDF to groups This allows you to offer these services for a big number of users at the same time How to link Windows users and groups 1 Click User management Groups In the upper right pane select the group The group configuration dialog will appear 3 Select the Members tab P 4 Use the Add button to add users to the group 5 Click OK to save the changes How to import Windows users 1 Click User Management Users In the upper right pane right mouse click and select Import Windows users The Import Windows dialog will appear 3 Select the Domain from the drop down list 4 The Check names button allows you to check the end user accounts within the Windows users field Click Browse open the Windows users dialog
30. by Oc PRISMAsatellite for Office version 2 1 amp 2 2 Media weight or Other for other Media weight indicated in the Comments field The following values are available m 65032gram047m2 m 80032gramo047m2 m 120032gramo47m2 m 170032gramo47m2 DocumentMediaColor DocumentMediaType CoverMediaSize Chapter 5 Server Configuration Media color or Other for other media color indicated in the Comments field Paper index or bond paper Transparent transparency Other other media type indicated in the Comments field Media size or Other for other Media size indicated in the Comments field The following values are available Ao Al A2 A3 A4 As B4 Bs Letter Legal Ledger Foolscap Executive Statement Folio Quarto Monarch LegalSmall Creating a Link to Oc Doc Works Oc Doc Works version 3 5 Job ticket field CoverMediaWeight Value set by Oc PRISMAsatellite for Office version 2 1 amp 2 2 Media weight or Other for other Media weight indicated in the Comments field The following values are available m 65032gram047m2 m 80032gramo047m2 m 120032gramo47m2 a 17003 2gramo47m2 CoverMediaColor CoverMediaT ype FailedMappings Oc Doc Works version 3 6 Job ticket fields Oc Doc Works version 3 6 Job ticket field Title Pages Comments ExternalReference Media color or Other for other media color indicated in the Comm
31. completed quickly and on the most effective printer Carefully planned locations allow Oc PRISMAsatellite for Office not only to auto route jobs and balance workloads but also to print jobs at a location convenient to end users Planning locations Locations should contain printers with different capabilities as well as back up printers to handle work overflow In order to best utilize all existing equipment the back up printers may be the primary printers in a different location by making copies of the printers Locations group a specific set of printers together for Oc PRISMAsatellite for Office to use when auto routing jobs These printers should be conveniently located to end users Locations are chosen in the client s Location field and their Printer must in turn be one of the printers in their locations Chapter 9 Functional overview 159 Adding a Location Adding a Location Introduction Oc PRISMAsatellite for Office intelligently routes print jobs according to their require ments to the most appropriate best fit network printers However people want to print to the closest printer Organizing your printers into locations will help keep end users jobs printing where they are most expected For example all devices used in the Accounting department can be included into a device location People in the Accounting department will only have the choice of these locations It is recommended tha
32. created if required Ifa Windows user was deleted from the Windows group it will be deleted only if it does not belong to any other user groups defined in Oc PRISMAsatellite for Office If the Windows domain group no longer exists the corresponding imported group will be removed The included users will also be removed if they do not belong to any other user group defined in Oc PRISMAsatellite for Office For users either Oc PRISMAsatellite for Office or Windows users that have the LDAP User option selected the properties will also be synchronized with the information on the LDAP server 208 Chapter 9 Functional overview Jobs Jobs Jobs Introduction When jobs are submitted to the system they will appear in the Jobs section The Jobs section shows the following jobs Submitted but not yet processed Currently processed or waiting to be processed Processed or canceled Normally there is no need to edit jobs In case of troubleshooting or solving specific problems it could be useful to edit a job The following job states can occur Preparing for processing The job entered Oc PRISMAsatellite for Office but is not fully defined yet and cannot be processed This can occur when a new job is submitted Processing The job is prepared or it is converted to PDF and placed on the end user s Personal document space The printer for which the job is prepared is indicated In case of PDF conv
33. disk space for all documents on a Oc PRISMAsatellite for Office end user s Personal Document Space Click OK to save the changes that you have made Chapter 9 Functional overview Specify the Email settings Specify the Email settings Introduction i The Email tab allows you to configure the Email settings Specify these settings to allow the Oc PRISMAsatellite for Office driver users who don t have Microsoft Outlook installed to use the Email option In stead of Microsoft Outlook the SMTP server will be used to send Email from the Oc PRISMAsatellite for Office driver Note In Oc PRISMAsatellite for Office V2 0 the Email settings are configured on the System tab How to specify the Email settings poeyandry vp H Right mouse click the Oc PRISMAsatellite for Office server in the tree section Click Properties and select the Email tab Specify the IP address of the SMTP server Specify the user name and password to log on to the SMTP server Specify an Administrator Email address that will be used in the From field of the Email Click OK to save the changes that you have made Click User Management Users Right mouse click the user that you specified in step 5 Click the Details tab and specify the Email address that you used in step 5 How to specify the Email settings V2 0 Preyaree ps Right mouse click the Oc PRISMAsatelli
34. is requested by the job If a password is specified for the job a check is made to verify whether the device supports it After the capability check one of the following situations is possible There are no devices in the resulting list In this case the job is reported as unassignable The reason for which the device may not be selected for the job is displayed for each device The reason may be one of the fol lowing Chapter 3 Site planning 29 Intelligent routing Stage Description sses sSSSCS The device is not accessible by the job submitter This device does not support one of the selected Media This device does not support the specified color The number of pages does not match the device page threshold The device does not support AutoRouting The device does not support Advanced paper handling The device does not support Duplex mode switching 2 sided Mode is not supported by the device or incompatible with some specified Media If only one device remains after the capability check this de vice is used for the job If more devices are capable of handling the job affinity check will determine the most suitable device Note Capabilities marked with can be specified using the device configuration The other capabilities are internal ly set by the device itself Please note that there is no specific order in which the capabilities are checked 30 Chapter 3
35. mo Q 9 16 11 2004 9 10 16 11 2004 9 10 jpcHOR Job Coesace d2b9 442c 6F6d lt 0891c80F7 17 11 2004 9 02 _ 17 11 2004 9 02 das Ost Antonio da Silva de Olvera 4 Je j _0243ecff b71 4f08 a158 e4de34e96342 16 11 2004 16 32 16 11 2004 16 32 phd OR Philippe Dumont 5 Job _0365e8c 62b3 4394 887d e24d4d3d7e 12 11 2004 12 17 12 11 2004 12 17 dF OSL Dider Lefebvre 6 Job_042e1904 2ff0 4556 b467 S2db 18217e2 15 11 2004 15 10 15 11 2004 15 12 mth ose Marc Thurissen FAT 05038df 1 d36 4781 bS1e Gach43e097b1 15 11 2004 10 27 15 11 2004 10 34 spr POSt Jean Marc Steux 8 Job _05784ce8 37d 4c1d best Stfod381b74 16 11 2004 8 27 16 11 2004 8 27 fls OSL Jacques Flamand Job 06003308 aaec 4835 bb2f dc5430478a2e 16 11 2004 15 03 16 11 2004 15 03 lacgposL lao ost 0 Job 05096590 ScSe 40b4 87ec f3344ee8 447 17 11 2004 13 40 17 11 2004 13 40 foo OSL Fabian Bonafede 11 Job 06761002 ffe6 426c bff 1 004345038585 16 11 2004 11 33 16 11 2004 11 33 IPOS bopo 12 3ob_070ecd69 1Seb 4e99 b025 403 7d3664d7 16 11 2004 7 53 16 11 2004 7 53 fho Ost Fabian Bonsfede 07677214 d620 4e69 btde 575630b8fae4 15 11 2004 15 15_15 11 2004 15 16 mMhEOS Mare Thurissen 14 Job 0785f240 d 33 4fe9 3337 76c423132tef 16 11 2004 9 12 16 11 2004 9 12 AbOSL Fabian Libion 15 Job _090203e8 885e 4bf5 Sdbb 9c484 1988547 17 11 2004 13 49 17 11 2004 13 49 rewgos Ren Weygers 16 Job_0949dbS0 Sce6 48a1 acie d85e7e8b3628 16 11 2004 16 25 16 11 2004 16 25 AlapOSL Jac
36. no longer need a passthrough device to display in the system tree or if the device has been physically removed from the network you should delete it from Oc PRIS MaAsatellite for Office Before you begin Before you can delete a passthrough device you have to pause it How to delete a passthrough device 1 Click Print and Fax Services Devices Passthrough 2 In the upper right pane select a passthrough device 3 Right mouse click and select Delete A dialog will appear that allows you to confirm the removal of the selected passthrough device 4 Click OK to confirm Chapter 9 Functional overview 171 Create a passthrough proxy Create a passthrough proxy Introduction A passthrough device uses a passthrough port and a passthrough proxy The passthrough proxy is the manufacturer printer driver for the specific printer The proxy checks the passthrough spool folder the passthrough port via a dedicated Oc File Port Create a passthrough proxy 172 1 Do the next steps on the Oc PRISMAsatellite for Office server 2 Start the Windows Printer Wizard via Start gt Printers and Faxes Click Next The Local or Network Printer dialog appears Add Printer Wizard Local or Network Printer A The wizard needs to know which type of printer to set up Select the option that describes the printer you want to use Local printer attached to this computer T Automatically d
37. on page 96 Chapter 6 Windows client installation 103 Using the Oc PRISMAsatellite for Office Driver for Remote Job Submission Using the Oc PRISMAsatellite for Office Driver for Remote Job Submission Introduction Oc PRISMAsatellite for Office is a set of integrated output management modules sup porting acceptance presentation distribution and production on Oc and non Oc printers Oc PRISMAsatellite for Office allows you to submit and control your print orders You can start Oc PRISMAsatellite for Office from any application using the Print option and select the Oc PRISMAsatellite for Office driver How to use the Oc PRISMAsatellite for Office driver for remote job submission 1 Create a document in a word processor and select Print The word processor s initial print dialog box displays allowing you to choose the printer Make sure the Oc PRISMAsatellite for Office driver is selected When you continue with your print job the Oc PRISMAsatellite for Office job settings dialog opens and takes over processing your print job The job settings dialog allows you to print fax and convert jobs Note There is a check box in the top left corner of each section To select an option such as printing or faxing check one or more of these boxes When a box is checked you can use the link within that section to specify the options Once you have specified the job settings click Submi
38. preparation and installation 59 Install the Oc PRISMAsatellite for Office Job template editor Install the Oc PRISMAsatellite for Office Job template editor Introduction The Oc PRISMAsatellite for Office Job template editor installation is available on the Oc PRISMAsatellite for Office CD ROM Note li You are advised to install the Oc PRISMAsatellite for Office Job template editor software after you have installed the Oc PRISMAsatellite for Office server software Before you begin m The system must be clean of any previous installation of the Oc PRISMAsatellite for Office Job template editor a When you install the Oc PRISMAsatellite for Office Job template editor you need the following information A destination folder for the Program Files lt INSTALLProgram_PATH gt Install the Oc PRISMAsatellite for Office Job template editor 1 Enter the Oc PRISMAsatellite for Office CD ROM 2 Cancel the installation of the server 3 Browse the CD ROM and open the PRISMAsatellite Template Editor folder 4 Double click Setup exe to start the Oc PRISMAsatellite for Office Job template editor installation 5 Use the instructions on the screen to install the software Un install the Oc PRISMAsatellite for Office Job template editor 1 Click Start Control Panel Add or Remove Programs 2 Select PRISMAsatellite Template Editor and click Remove 3 Ifyou want your machine for a cle
39. select New Hot Folders The Browse for folder dialog will appear 3 Select a folder and click OK Note Li Use the Create new folder button if the folder does not yet exist The Hot folder name should not contain one of the following characters lt gt amp The folder will be added to the folder list in the upper right pane Note li Make sure that the permissions of the Hot folder allow clients to drop files into the folder Chapter 9 Functional overview 177 Enabling a Hot Folder Enabling a Hot Folder Introduction Hot folders ports are set up to monitor specific directories folders looking for JDF print jobs They are used when the input to Oc PRISMAsatellite for Office is file based You can enable a specific Hot folder or enable all Hot folders How to enable a Hot folder 1 Click Input Channels Hot Folders 2 Select the Hot folder in the upper right pane 3 Right mouse click and select Enable The selected Hot folder will be enabled How to enable all Hot folders 1 Click Input Channels Hot Folders 2 Right mouse click and select Enable All Hot folders in the upper right pane will be enabled 178 Chapter 9 Functional overview Disabling a Hot Folder Disabling a Hot Folder Introduction Hot folders ports are set up to monitor specific directories folders looking for JDF print jobs They are used when the input to Oc
40. the passthrough port via a dedicated Oc File Port 164 Chapter 9 Functional overview Passthrough Devices Passthrough Devices Introduction You can create a passthrough device and a matching passthrough port on the Oc PRIS MaAsatellite for Office server to allow clients to use the native driver with a specific printer The native driver may be required to take advantage of a printer s feature that is not supported by the Oc PRISMAsatellite for Office job ticket For example some color laser printers have very specialized color management systems that can be accessed only through the native printer driver The native printer driver prepares the job information for the specific printer The passthrough device allows the data stream to pass transparently through the Oc PRISMAsatellite for Office server to the printer Enable passthrough printing Enabling passthrough printing requires several steps but when you use a passthrough device on Oc PRISMAsatellite for Office you have some accounting information available It will not be as complete as jobs sent from the Oc PRISMAsatellite for Office Job ticket but the user ID will be tracked Page counts may not be available from all printers but billing information can be extrapolated as necessary Passthrough devices are used with passthrough ports Input channels Because ports control routing and accounting you need to have a separate port for each printer or loca
41. to edit the job details job ticket Note i You can edit the job details for jobs that have the Waiting and the Error state How to edit the job details 1 Click Jobs in the tree section 2 In the upper right pane select the job 3 Right mouse click and click Edit job settings The Oc PRISMAsatellite for Office client will appear that allows you to edit the job settings 4 Click Save to confirm the changes 212 Chapter 9 Functional overview Canceling a Job Canceling a Job Introduction When jobs are submitted to the system they will appear in the Jobs section This procedure shows you how to cancel a job You can cancel a job that has one of the following states Preparing for processing Processing Waiting Sending to Printer Needs attention Error Locked for editing How to cancel a job 1 Click Jobs in the tree section 2 In the upper right pane select the job that was not completed 3 Right mouse click and select Cancel The job status will be changed to Canceled Chapter 9 Functional overview 213 Restarting a Job Restarting a Job Introduction When jobs are submitted to the system they will appear in the Jobs section This procedure shows you how to restart a job You can restart a job that has one of the following states Processing Waiting Sending to Printer Needs attention Error Locked for editing How to restart a job 1 Cli
42. 7 Client fields within the driver Chapter 9 Functional overview 133 Specifying the Client Settings 6 By clicking the browse button on the Client number field the end user can browse for the client The filter field can be used to narrow the list of clients Pickup values x Enter first part of client name Pick up a value in the list Small Biz Co 48 Pick up a value 7 Once the Client number has been set the end user can use the drop down list for the Case number Items marked with a are required Client Number 94857 Matter Number z m Tax Filing Bankruptcy 49 Select the Case number 8 When both fields have been filled in the user can continue 134 Chapter 9 Functional overview Export the complete configuration Export the complete configuration Introduction The Export configuration option allows you to export theOc PRISMAsatellite for Office Administration properties into an XML format file How to export the configuration 1 Right click Oc PRISMAsatellite for Office Administration 2 Click All tasks Export configuration The Oc PRISMAsatellite for Office Administration properties will be exported to a file Chapter 9 Functional overview 135 Media Print and Fax Services Media Media Introduction A media type is any media that jobs can be printed on Oc PRISMAsatellite for Office is shipped with various common media type
43. A confirmation dialog will appear Click Yes to continue The Oc PRISMAsatellite for Office software will be removed from your server Insert the Oc PRISMAsatellite for Office version 2 1 installation CD ROM in the CD ROM drive Install Oc PRISMAsatellite for Office version 2 1 using the same paths that were used for version 2 0 Chapter 4 Server preparation and installation 57 Install the Oc PRISMAsatellite for Office OCR Module Install the Oc PRISMAsatellite for Office OCR Module Introduction You are advised to install the OCR module on another computer MS Windows XP or MS Windows 2003 server The OCR conversion is a time and resources consuming process that can affect the overall performance of the Oc PRISMAsatellite for Office server when installed on the same server The Oc PRISMAsatellite for Office OCR Module installation is available on the Oc PRISMAsatellite for Office CD ROM Note i You are advised to install the OCR software before you create the link between the Oc PRISMAsatellite for Office server and the OCR software When you create this link all end users will be able to click the OCR Conversion button from their Personal Docu ment Space Before you begin Prerequisites a MS Windows 2003 server MS Windows XP service pack 2 ASP NET support NET Framework 1 1 IIS on MS Windows 2003 server or MS Windows XP Please make sure that the Oc PRISMAsatel
44. Box Editable This will allow the end user to enter the Client number by hand or by browsing for the number Server properties Lx General Licensina Jobs Documents Email Synchronize Services Clients Custom fields v O Custom field 2 O Custom field 3 O Custom field 4 O Custom field 5 Label Client Number Tooltip Enter the lient Number Default value Type Browse box editable list Validation Configure Predefined values Configure 38 The Client number custom field Chapter 9 Functional overview Specifying the Client Settings To ensure that the end user enters a valid number the field will be required and be vali dated by the data source The DSN created in Step 2 is selected The SQL command re trieves all records from the Clients table with the selected Client number Custom field validation x iV Required I Validated against ODBC data source Connection String wilds select from customi where ClientNumber psat 1 SQL Command 39 Custom field validation Note Note that the substitution string psat 1 is used to represent the value of custom field 1 Client Number To allow the end user to browse for a value the Predefined Values is configured by the same DSN but a different SQL command This command builds a table with two columns TicketValue and DisplayValue A filter field is enabled to help the end user find the Client
45. Chapter 5 Server Configuration 83 The Oc PRISMAsatellite for Office template editor console The Oc PRISMAsatellite for Office template editor console Introduction The Oc PRISMAsatellite for Office template editor is an application that allows you to manage Job templates for users and groups This topic gives you an overview of the Oc PRISMAsatellite for Office template editor console The Oc PRISMAsatellite for Office template editor console 84 Panes The Oc PRISMAsatellite for Office template editor console contains two major panes The left hand pane allows you to select the main elements like User management and Work templates The right hand pane contains the element details If you select Oc PRISMAsatellite for Office in the left hand pane the right hand pane will show the main actions m User management Allows you to configure templates for Users and Groups a Work templates Allows you to create and configure the work templates a Edit factory template At the very first use of Oc PRISMAsatellite for Office users do not have a default template When users submit a job the Job settings are retrieved from the factory template a kind of default template for all users The Oc PRISMAsatellite for Office Administrator can configure this factory template You can use the Oc PRISMAsatellite for Office template editor to apply the factory template to the default template for a group of user
46. Click OK to save the changes Chapter 9 Functional overview 205 Editing a Group Editing a Group Introduction Oc PRISMAsatellite for Office allows you to organize the user accounts in groups This procedure shows you how to edit a group How to edit a group 1 Click User Management Groups N In the upper right pane select a group 3 Right mouse click and select Properties The Group Configuration dialog will appear 4 Edit the user settings and click OK 206 Chapter 9 Functional overview Deleting a Group Deleting a Group Introduction This procedure shows you how to delete a group How to remove a group 1 Click User Management Groups 2 In the upper right pane select a group 3 Right mouse click and select Delete A dialog will appear that allows you to confirm to delete the selected group 4 Click OK to confirm Chapter 9 Functional overview 207 Synchronization of Windows groups members Synchronization of Windows groups members Introduction A synchronization mechanism will re synchronize the imported Windows User groups on a regular basis You can also start this synchronization mechanism manually Click Groups All Tasks Synchronize members Refresh Refresh During a refresh on a regular basis or manually all imported Windows user groups are updated Ifa new Windows user was added in the Windows domain group it will be
47. Example 4th Floor North l l l l s l HP 2300L u l l 4thFloorEast ae I HP 2300L 4thFloorEast I l la por 4thFloorEast a I s HP 2300L l 4thFloorEast i p 7 SA DER CPS900 VP 2070 Ps 4th Floor West 4th Floor South Large company Other than the actual names of the locations and devices the Oc PRISMAsatellite for Office server would be set up identically to the small business example A single Oc PRISMAsatellite for Office server is designed to manage up to 500 users and up to 100 physical printers Multiple Oc PRISMAsatellite for Office servers can be used in parallel to manage companies with more employees and or more printers For example Server A could manage floors 1 5 while Server B manages floors 6 10 Treat each server installation as if it is a separate company At the end of the month merge the accounting information from the two servers into a single database Chapter 3 Site planning 25 Limiting Device Utilization Limiting Device Utilization How to limit device utilization The default Oc PRISMAsatellite for Office out of the box configuration will allow users to choose their Location and Preferred printer using drop down lists on the various Oc PRISMAsatellite for Office clients It is therefore possible for an end user to select Any location and print on Any printer supported by the server It is possible to limit t
48. GEM ceetcceeeeeeeeeeeeceeeeeeeeeeeeeeeeeeeeeaees 191 User Manageme tics iecsescccctaccsencey csesseeceececevexcuunebiy iaaa aia 192 Exporting the User Configuration ccccceeesseceeeeeeeeeeeaeeeeeeeeees 192 MS OS nat e aeta Pecans ER s ernie tance acces onetct ves ats PEDE DEERE TE AA 193 MS ON et ca caine Sac ces fein ws eve cis gue ge ee ERE EEG SENE EBBE REDE SEENDE He Dee KE 193 Add an Oc PRISMAsatellite for Office USer eeeeee 194 Importing Windows USELS cceeesecceeeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeaees 197 Editing a USET sissisodan aaa aaraa ai 198 Deleting a US iakinen dodenn stceeneeeeevsasaticeseesitices 199 Unlocking a USE iania naaa 200 GrOU PS ea e ea a ERE a a a EER 201 GOW PS sc28ivcconids odsaeateccnaetace secepcecdoduadaitanvetalassis REESE ERE SEERE TEE 201 Adding a PRISMAsatellite Group c ccceceeeeeeeeeeeeeeeeeeneeeeeees 202 Importing Windows GrOUPS cccccccceeceeceeeseeesesesecsesaneeeeeeeeees 205 Eqtting a Grou pisces deseeeeetevcdetivieeessin stuns eelieanseelestevineetennttuydveninen 206 Deleting a Group visietiuee det di hae aie ones 207 Synchronization of Windows groups members 208 JODS uiai dcnssscharceviheceduceetd ceada aaea akaida ae enaka 209 JODS aa ace Sa eee hace has A ban nes E EE 209 Viewing the Job Details eccccceeceeeesccceeeeeeeeeeeceeeeeeeeaeaeeeeeeesseeeees 211 Editing the Job Details cceececceeeeeeeenee cee eeeeeeeeeeeeeeeeeeaaeeeeeee
49. KB 837009 7 Add remove Windows components The Windows components wizard dialog will appear Windows Components Wizard Windows Components You can add of remove components of Windows 8 Windows components wizard 4 Select Fax services and FTP service Application server HS 5 Click Next 6 Select Do not share the fax printer and click Next Chapter 4 Server preparation and installation 45 Install the Windows 2003 fax and FTP service The installation process will start Fe nents Wizard R Configuring Components 2 Setup is making the configuration changes you requested Z 4 SA Please wet while Setup configures the components This may take P several minutes depending on the componerts selected lo DN a A Piasso iaat iho Compact Oiso labeled Windows xx o Q Server 2003 Standard E dtion CD ROM into your CD ROM drive E and then click OK Cancel pr You can aiso ciek OK i you want fles to bo copied from an alternate location such as a floppy dsk or a ATETETEETENEEE TE eCee MT oe Sera Bistort B ted part 4 Prismasta gt Corral Panel 55 add or em E5 windows c ae 9 Insert the Windows 2003 CD ROM Note i You may need your Windows 2003 CD ROM here Windows Components Wizard x Completing the Windows Components Wizard You have successfully completed the Windows Components Wizard To close this wizard
50. MENT IS A a LEGAL AGREEMENT BETWEEN YOU AND Oc Printing Systems GmbH Oc BY CLICKING THE YES BUTTON OR OTHERWISE INSTALLING COPYING OR USING THE SOFTWARE YOU ACCEPT AND AGREE TO BE BOUND BY THE TERMS OF THIS AGREEMENT IF YOU DO NOT AGREE TO THE TERMS OF THE AGREEMENT DO NOT INSTALL COPY OR USE THE SOFTWARE AND THE DOCUMENTATION BUT RETURN SAME PROMPTLY TO Oc FOR A REFUND OF ANY FEES PAID THEREFORE Oc CUSTOMER SOFTWARE LICENSE AGREEMENT The computer software in which this Agreement is contained the Software and all materials and documentation related thereto whether printed electronic or available on line xl Ido not accept the terms in the license agreement Installshield speck nt gt cancer 28 License Agreement 4 Select I accept the terms in the license agreement and click Next The Customer information dialog will appear f PRISMAsatellite Client InstallShield Wizard Customer Information Please enter your information User Name formation S Organization Joce Technologies B V Install this application for Anyone who uses this computer all users Only for me Information Systems Installshield lt Back cancel 29 Customer information Dialog 5 Enter User name and Organization 6 Specify the Install this application for option and click Next Chapter 6 Windows client installation 97 Installing the Oc PRI
51. Modify Media Modify Media Introduction A media type is any media that jobs can be printed on Oc PRISMAsatellite for Office is shipped with various common media types pre config ured Media types can include standard paper card stock transparencies colored paper and photographic paper In addition media types can come in one of several standard or custom sizes If you have standard forms that you use to print on you can also enter the form name as a media type This procedure shows you how to modify Media settings How to modify Media 1 Click Print and Fax Services Media 2 In the upper right pane select the Media 3 Right mouse click and select Properties The Media Definition dialog will appear 4 Modify the Media settings and click OK Chapter 9 Functional overview 139 Deleting Media Deleting Media Introduction A media type is any media that jobs can be printed on Oc PRISMAsatellite for Office is shipped with various common media types pre config ured Media types can include standard paper card stock transparencies colored paper and photographic paper In addition media types can come in one of several standard or custom sizes If you have standard forms that you use to print on you can also enter the form name as a media type This procedure shows you how to delete media How to delete Media 1 Click Print and Fax Services Media 2 In the upper righ
52. NMP protocol the SNMP button will appear on this tab Click the SNMP button to specify the SNMP settings A new dialog will appear that allows you to select the SNMP Protocol a SNMP V1 V2c Specify the Read Community setting By default public is used The Read Community specified here must match the Read Community of the physical printer This enables the communi cation If they don t match printer and job monitoring will not be possible Please refer to the printer specifications for more information about the Read community a SNMP V3 SNMP V3 introduces a user based security model for authenti cation and privacy services Context refers to the collection of management information accessible by the SNMP entity optional The Authentication password is the password required for the authentication service The Privacy password is the password required for the privacy encryption service optional Please refer to the printer specifications to know how to obtain the SNMP v3 parameters Specify the default group policy for the Windows 2003 print spooler Attention A By default the group policy for the Windows 2003 print spooler does not allows remote connections This procedure shows you how to enable remote connections for the Win dows 2003 print spooler 1 Click Start Run 2 Enter Gpedit msc and click OK The Group policy window will appear 154 Ch
53. Oc User Manual Oc PRISMAsatellite for Office Installation amp Configuration Manual Oce Technologies B V 2007 Oc All rights reserved No part of this work may be reproduced copied adapted or transmitted in any form or by any means without written permission from Oc Oc makes no representation or warranties with respect to the contents hereof and specifi cally disclaims any implied warranties of merchantability or fitness for any particular purpose Further Oc reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation to notify any person of such revision or changes Edition 2007 07 Contents Contents Chapter 1 OVERVIEW raa a Eee a aa 7 What is Oc PRISMAsatellite for OFffiCe cccsessssessseeeeceeeeeeeeeeeeeeeess 8 Chapter 2 Server and Clients sssini neniani adaa Eee 11 Server Reg ire Menis sa aars savsanevectoceettadectstsacdeinsereacdscanesdeans 12 Client REQUIFEMENtS cccccccccccccceceeeeeceessseesseeeesenneeenseeeeeeeeeeeeeeeeeeeeeeeeess 13 Chapter 3 Site planning is es csteccicces ceeds censanczccsccduasteserenecescda ek kk En 15 OV OI VIC Wave tesscentcacdevvicuneccivavssecnsdeenshotbenedesbeseerinanasctsbbavtawileddecdedessaaastesceeees 16 Small Company Exam plle ccccccccecccssscessseeesseensnsneeeceeeeeceeeeeeeeeeeseeesseess 17 Large Company Exam le cccccceeseceeeeeeeeeeeeeeeeeeeeeaeeeeeeeeeea
54. Office scan folder Enable Office scan folder 2 189 Enable passthrough port Enable passthrough port 1 184 Error EROR yA siertattaataia duane 209 Event log Event log senasa nn RE NR 176 Event viewer Event viewer o cscessessessessessescsessesesseeseescesees 176 Example EXAMPLE ss 17 23 Expiration date ExpitatiOn date sound 118 Export EXPOLE scscsescsssesessesssisssvrievee 135 141 143 192 Export complete configuration Export complete configuration 0 135 Export devices configuration Export devices configuration occ 143 Export media configuration Export media configuration 0 141 Export user configuration Export user configuration occas 192 F Fax FAR sc cecesed schscsens EO 44 Fax allowed Fax allowed ccccccscccssccssssssessssssssssssssssessees 202 Fax distribution Fax distribution cccccccceeesceeseeeeseeeeeeseeeeees 44 Fax service F r SERVICE 5 1 25 E T E 44 Fax support Fase SUP PORE isens 62 File connection File connection cccecscessceseseseeeeeeeseees 145 150 FineReader FineReader sissetecseasxenvesssessasicasssesitesseeeeea cd 123 FTP server FTP servet ran 12 63 G Group delete Index Group delete cosisssesssasissssssassdessasseavessaedeasetbeds 207 Group edit GROUP edit igang 206 Group name Group NAWE snuden 202 Group type Group HYPE ore arr 202 H Hard disk H rd disk 4644 ta easeeseessess 12 Hide completed jobs Hide completed jobs W u u dsccsssse
55. P Configuration Introduction When you add and configure users users can be marked as LDAP users In this case the user related information is dynamically imported from the configured LDAP server s All String type LDAP user attributes are made accessible through a dictionary LDAP information can only be read Updating LDAP attributes is done at the Windows User Management level This means that you can update Oc PRISMAsatellite for Office users based on the information on the LDAP server but you can not update the LDAP information itself on the LDAP server Oc PRISMAsatellite for Office does not support LDAP groups The imported keys depend on the class of the user node i e InetOrgPerson Here are the keys supported by the inetOrgPerson class LDAP connectivity LDAP Attributes Required attributes Optional attributes commonName cn m surname sn businessCategory carLicense departmentNumber description m objectClass employeeNumber facsimileTelephone Number givenName mail manager mobile organizationalUnit ou pager postalAddress roomNumber secretary seeAlso telephoneNumber title labeledURI uid Chapter 8 Customization 111 LDAP Configuration LDAP configuration i Note Before you change the LDAP configuration please stop Oc PRISMAsatellite for Office When the LDAP configuration has been changed restart Oc PRISMAsatellite for Office Please refer
56. PRISMAsatellite for Office is file based You can temporarily disable a specific Hot folder or disable all Hot folders How to disable a Hot folder 1 Click Input Channels Hot Folders 2 Select the Hot folder in the upper right pane 3 Right mouse click and select Disable The selected Hot folder will be disabled How to disable all Hot folders 1 Click Input Channels Hot Folders 2 Right mouse click and select Disable All Hot folders in the upper right pane will be disabled Chapter 9 Functional overview 179 Deleting a Hot Folder Deleting a Hot Folder Introduction Hot folders ports are set up to monitor specific directories folders looking for JDF print jobs They are used when the input to Oc PRISMAsatellite for Office is file based This procedure shows how to remove a Hot folder i Note You can also temporarily disable a Hot folder How to delete a Hot folder 1 Click Input Channels Hot Folders 2 Select the Hot folder in the upper right pane 3 Right mouse click and select Delete The selected Hot folder will be deleted 180 Chapter 9 Functional overview Passthrough Ports Passthrough ports Passthrough Ports Introduction i You create passthrough ports to use them for passthrough devices This allows you to support the manufacturer s printer drivers Note In case of errors with passthrough ports please consult the Event viewer
57. SMAsatellite for Office Driver Manually Li 98 The Microsoft Outlook and Adobe Reader ainc dialog will appear F PRISMAsatellite Client InstallShield Wizard 30 Microsoft Outlook and Adobe Reader Configuration 7 Select the Microsoft Outlook and Adobe Reader option if you want the Oc PRIS MAsatellite for Office driver to be able to start the applications Note If you deselect these options now you can specify them afterwards using Internet Explor er 8 The Server name dialog will appear ii PRISMAsatellite Client InstallShield Wizard Give Server Name Dialog Normal Description 31 Server name Dialog 9 Specify the Point s of Service name s Oc PRISMAsatellite for Office server here Chapter 6 Windows client installation Installing the Oc PRISMAsatellite for Office Driver Manually Note You can specify multiple points of service names here 10 Specify the host name of the Oc PRISMAsatellite for Office server 11 Select whether you want to allow local users to manage their server connections 12 Specify the printer name default is PRISMAsatellite 13 Select whether to set PRISMAsatellite as the default printer 14 Click Next to continue The Destination folder dialog will appear fie PRISMAsatellite Client InstallShield Wizard d xl Destination Folder Click Next to install to this folder or click Change to install to a diffe
58. Sending to Printer Restart Cancel Printing Needs attention None Restart Cancel Error Restart Edit Cancel Completed None canceled None Locked for editing Restart Cancel The jobs section i 210 Jobs details Column Description Job name The job name is displayed here Submitter The name of the user that has submitted the job will be displayed here Submit time The time and date that the user has submitted the job will be displayed here Status The job status will be displayed here Note You can change the displayed columns In the upper right pane right mouse click and select View Add remove columns You can add columns like Destination and Tasks Chapter 9 Functional overview Viewing the Job Details Viewing the Job Details Introduction When jobs are submitted to the system they will appear in the Jobs section This procedure shows you how to view the job details job ticket How to view the job details 1 Click Jobs in the tree section 2 In the upper right pane select the job 3 Right mouse click and select Properties The Job Details dialog will appear that shows you the details of the selected job Chapter 9 Functional overview 211 Editing the Job Details Editing the Job Details Introduction When jobs are submitted to the system they will appear in the Jobs section This procedure shows you how
59. a Windows 2003 Server and support job submissions from network and remote client workstations consisting of IBM compatible PCs and Macintosh computers Windows 2003 Server For optimum system performance Oc PRISMAsatellite for Office should be installed on a dedicated Microsoft Windows 2003 Server or Advanced Server Before installing Oc PRISMAsatellite for Office the server must meet the following minimum hardware and software specifications Internet Information Services IIS Internet Explorer version 6 or later Fax server FTP server for scanning support MS TCP IP printing service TCP IP network connection Requirements for Email services MS Outlook or MS Exchange Client Adobe Acrobat Reader 6 0 or later Intel Pentium 4 2 5 GHz Memory minimal 1 GB Hard disk minimal 120 GB UDMA or U3 SCSI 10000 RPM CD ROM player for installation Minimum recommended screen resolution 1024x768 12 Chapter 2 Server and clients Client Requirements Client Requirements Introduction This topic describes the requirements for the available Oc PRISMAsatellite for Office clients Oc PRISMAsatellite for Office driver a E mail MS Outlook or MS Exchange Client MS Windows MS Windows 2000 SP2 or higher MS IE 6 0 or higher MS Windows 2003 MS Windows XP MS Windows Vista Adobe Acrobat Reader 5 or higher MS Internet Explorer 6 or higher i Note When you use MS Internet Explorer 7 0 you mus
60. aeeeeeeeeneae 23 Limiting Device UtiliZation ccccccssccceeceeeeeceeeeeceessesesssesssceeeeuseeeeeeeeeees 26 Intelligent routing seerne EL 27 Chapter 4 Server preparation and installation esserne 35 OVOIVIGW aa tiikeccceaeeetey citians 2080200005 a aaa a Ea Taaa aa Ea NEn 36 Remotely Control the Servet ccecccsccceeeseeceeeeeeeeeeeaaeeeeeeeseeaeeeeeeeeeaaed 38 Prepare the Servat naina aE E GRRE 39 Installing Required COMponentsS sssssssssssssssrnenssrsrnneseernnnnnsernnnnnne 39 Installation checkliste re Eee 41 Creating and Configure the PSAT4office USEP ccsscccccceeeeeeeeeees 43 Install the Windows 2003 fax and FTP service 44 Install and configure the Server SOFtWATPE cccsssssssesssssneeaneeeeseeeeeeess 48 Installing Oc PRISMAsatellite for Office on the Server 48 Configure server PrOPeltieS ccceccccsccccecceeeecseeesseeeseeessssessssneeaeeeees 54 Configuring Oc PRISMAsatellite for Office Items 55 Uninstalling Oc PRISMAsatellite for Office from the Server 56 Upgrading Oc PRISMAsatellite for Office on the Server 5 57 Install the Oc PRISMAsatellite for Office OCR Module 5 58 Install the Oc PRISMAsatellite for Office Job template editor 60 Configure Email S rviCes ie ii eniiivtivinesteniiescenvinin eesti 61 Specify the Email SettingS ccccccccceeeeeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeees 61 Configure Fax SCrViCeS cccccccese
61. agement Users In the upper right pane select a user P 3 Right mouse click and select Properties The User Configuration dialog will appear 4 Edit the user settings and click OK 198 Chapter 9 Functional overview Deleting a User Deleting a User Introduction This procedure shows you how to delete a user How to delete a user 1 Click User Management Users 2 In the upper right pane select the user you want to remove 3 Right click and select Delete A dialog will appear that allows you to confirm to delete the selected user 4 Click OK to confirm Note i The user is also removed from all groups where the user was added as a member Chapter 9 Functional overview 199 Unlocking a User Unlocking a User Introduction When a user enters an incorrect password 5 times the account will be locked This pro cedure shows you how unlock this user Note i Please note that the Unlock option is only available when the user has the locked status How to unlock a user 1 Click User Management Users 2 In the upper right pane select the locked user The lock is indicated by a dimmed icon 3 Right mouse click and select Unlock The selected user will now be able to log on again using the correct password 200 Chapter 9 Functional overview Groups Groups Groups Introduction Oc PRISMAsatellite for Office allows you organize the us
62. an re install also remove the lt INSTALLPro gram_PATH gt TemplateEditor folder Note i You are advised to un install the Oc PRISMAsatellite for Office Job template editor software before you un install the Oc PRISMAsatellite for Office server software 60 Chapter 4 Server preparation and installation Specify the Email settings Configure Email services Specify the Email settings Introduction i The Email tab allows you to configure the Email settings Specify these settings to allow the Oc PRISMAsatellite for Office driver users who don t have Microsoft Outlook installed to use the Email option In stead of Microsoft Outlook the SMTP server will be used to send Email from the Oc PRISMAsatellite for Office driver Note In Oc PRISMAsatellite for Office V2 0 the Email settings are configured on the System tab How to specify the Email settings PeNavnay rps Right mouse click the Oc PRISMAsatellite for Office server in the tree section Click Properties and select the Email tab Specify the IP address of the SMTP server Specify the user name and password to log on to the SMTP server Specify an Administrator Email address that will be used in the From field of the Email Click OK to save the changes that you have made Click User Management Users Right mouse click the user that you specified in step 5 Click the Details tab and specify
63. and test locations and printers 1 wp yore Create devices For more information refer to the Printers section Create a location Use the Devices in this location section to add devices to that location Use the Oc PRISMAsatellite for Office driver and select the specific location Submit some jobs with multiple job settings and check whether the printers within that location can process your jobs Chapter 5 Server Configuration 73 Creating a Link to Oc Doc Works Configure advanced features Creating a Link to Oc Doc Works Introduction You can create a link to Oc Doc Works by defining a printer of type Oc Doc Works Proxy from the printer collection How to create a link to Oc Doc Works 74 1 Click Print and Fax Services Devices Printers and Faxes Nana 10 11 12 In the upper right pane right mouse click and select New Printer The Device Type Selection dialog will appear Select Base Model Oce DocWorks Proxy and click OK The Device Configuration dialog will appear Select Color from the Allowed color types drop down box Specify the Page thresholds settings Select the Enable Intelligent Routing setting The Connection tab allows you to set a location where the job description Job ticket and the document PDF file will be created This location corresponds to a Hot fold
64. apter 9 Functional overview Modifying a Printer yay ey o0 Click Administrative Templates Printers Right mouse click Allow Print Spooler to accept client connections in the right frame Click Properties Click Enabled and click OK Open the Command prompt and enter Gpupdate exe Force This will refresh the group policies Restart the Printer Spooler service Share a printer Chapter 9 Functional overview 155 Copying a Printer Copying a Printer Introduction Once you have created a printer you can copy the printer and give it a new name This way you can create a template for a printer and save it for more than one printer How to copy a printer 1 Click Print and Fax Services Devices Printers and Faxes 2 In the upper right pane select a printer 3 Right mouse click and select Copy The Device Configuration dialog will appear 4 Modify the printer settings and click OK 156 Chapter 9 Functional overview Deleting a Printer Deleting a Printer Introduction If you no longer need a printer or if the printer has been physically removed from the network you should delete it from Oc PRISMAsatellite for Office Deleting a printer automatically removes it from the default device list If users use the default device list it will be automatically removed from their lists Before you begin Before you can delete a printer
65. ation Installing Oc PRISMAsatellite for Office on the Server The Ready to Install the Program dialog will appear f PRISMAsatellite InstallShield Wizard Ready to Install the Program stal the Prog The wizard 1 installation le luk 21 Installing the Program 15 Click Install to start copying the files to the server When the file transfer is completed the InstallShield Wizard Complete dialog appears 16 Click Finish to complete the installation procedure ig PRISMAsatellite InstallShield Wizard 22 Finishing the Procedure 17 Restart the server Chapter 4 Server preparation and installation 53 Configure server properties Configure server properties Introduction The General tab shows information about your Oc PRISMAsatellite for Office config uration such as product name version and language It also shows you more information about the type and expiration date of your license The Reports dialog allows you to specify general server settings Right mouse click the Oc PRISMAsatellite for Office server in the tree section Click Properties to start the Reports dialog Note You are advised to install the optional OCR software before you create the link between the Oc PRISMAsatellite for Office server and the OCR software When you create this link all end users will be able to click the OCR Conversion button from their Personal
66. ce scanning port on the Oc PRISMAsatellite for Office server to accept scanned files from the FTP server i Note In case of errors with Office scanning please consult the Windows 2003 Event viewer Chapter 9 Functional overview 187 Adding an Office Scan Folder Adding an Office Scan Folder Introduction Oc PRISMAsatellite for Office will accept files scanned on Oc network printers copiers This procedure shows you how to add and configure an Office scan folder How to add an Office scan folder 1 Click Input Channels Office Scanning 2 In the upper right pane right click and select New Scan Folder The Browse for folder dialog will appear 3 Select a folder and click OK i Note Use the Create new folder button if the folder does not yet exist The folder will be added to the folder list in the upper right pane i Note Make sure that the permissions of the Hot folder allow clients to drop files into the folder 188 Chapter 9 Functional overview Enable an Office scan folder Enable an Office scan folder Introduction Oc PRISMAsatellite for Office will accept files scanned on Oc network printers copiers This procedure shows you how to enable an specific Office scan folder or how to enable all Office scan folders How to enable an Office scan folder 1 Click Input Channels Office Scanning 2 Select the Office scan folder in th
67. censes TETE N E ET hee E EE S AE 118 Location add Location add seseesessesessorsersessesresressesresresresee 160 Location delete Location delete c ccccccescesscssecssessessseseseeees 163 Location modify Location tO Ly rasen egene 161 Locations LOCatiOns ss angre reed 159 Locked for editing Locked for editing G u udsscecsrssssrsnrnnnnee 209 LPR LPR rseson iiis 145 150 M Mac OS Mis OS sadlen 13 Maximum allowed disk space Maximum allowed disk space 1 120 Maximum disk space Maximum disk space ccccsceseeeeeseeeeseaes 71 Maximum documents Maximum document cccccsccscesceseessesseseenees 71 Maximum number of documents Maximum number of documents 120 Media Medias eoe ch BORE EEN RES ENE Se NREN 136 219 Index Media color Media Color enmana 137 Media definition Media definition ccccccccscesseessseseessseeseeeees 139 Media material Media material ccccccccesssesssessseseeeseeeseeeees 137 Media name Media tame siddende 137 Media type Media ty pe sas 136 Media weight Media weight sissisodan 137 Memory Memory aneron 12 Menu bar Meno baraye Ea A E 84 Microsoft Access Microsoft ACCESS ccccccccsscesssesscesscesecsssseseesees 125 Microsoft Windows Networking Microsoft Windows Networking 145 150 Modify location Modify location cecsssececeseteseeseeeeeeeeeneeeees 161 Modify media Modify tied ial 4 ss sivtdvansvaaves tas
68. cific users Print the user information on banner pages Configure access permissions on resources User accounts The User account authenticates the end user to the Oc PRISMAsatellite for Office server for submission and tracking purposes The User account is also used to complete job settings information for accounting records and banner page contents The User account is used to determine the access to the Personal Document Space user intent templates and modifications of the user preferences The Administrator s User account allows system configuration User accounts can used to restrict the offered type of services Print Fax PDF conversion but you are advised to use Groups for this User accounts can also used to restrict specific devices and features For instance a user account may restrict users from using certain high quality color printers The following types of users can be defined 1 Imported MS Windows groups users local 2 Oc PRISMAsatellite for Office local users mandatory Oc PRISMAsatellite for Office driver users 3 Domain users advised 88 Chapter 5 Server Configuration Linking Windows Users and Groups local Linking Windows Users and Groups local Introduction The User account authenticates the end user to the Oc PRISMAsatellite for Office server for submission and tracking purposes The User account is also used to complete job intent information for
69. ck Jobs in the tree section 2 In the upper right pane select the job that has an error 3 Right mouse click and select Restart The job status will be changed to Restart 214 Chapter 9 Functional overview Delete a job Delete a job Introduction When jobs are submitted to the system they will appear in the Jobs section This procedure shows you how to delete a job You can delete a job that has one of the following states Processing Waiting Sending to Printer Needs attention Error Locked for editing How to delete a job 1 Click Jobs in the tree section 2 Select a job in the upper right pane 3 Right click and select Delete The job is deleted The job disappears from the list of jobs Chapter 9 Functional overview 215 Showing Hiding Completed Jobs Showing Hiding Completed Jobs Introduction When jobs are submitted to the system they will appear in the Jobs section This sections shows those jobs that are currently being processed or that are waiting to be processed The Jobs section shows the following jobs a Submitted but not yet processed m Currently processed or waiting to be processed m Processed or canceled When you do or don t want to see completed jobs use this procedure to show or hide completed and cancelled jobs How to show hide completed jobs 1 Click Jobs in the tree section 2 Right mouse click and select Show
70. click Finish Help 10 Finish the procedure 7 Click Finish to complete this procedure 8 Start the IIS Manager Right click My computer Manage 46 Chapter 4 Server preparation and installation Install the Windows 2003 fax and FTP service 9 Right click the Default FTP site and click Properties 10 Make sure that you specify Write access to the FTP site directory Default FTP Site Properties 11 FTP site directory 11 Click OK to close the dialog Chapter 4 Server preparation and installation 47 Installing Oc PRISMAsatellite for Office on the Server Install and configure the server software Installing Oc PRISMAsatellite for Office on the Server Introduction Wherever possible Oc PRISMAsatellite for Office should be installed on a dedicated Windows 2003 server It is recommended that you perform a fresh installation of Windows 2003 Server to guarantee that the required services and options have been correctly in stalled If you need to prepare your Server for installation see the previous section Before you begin Before you install the Oc PRISMAsatellite for Office software on your server you should have the following items and information available a The Oc PRISMAsatellite for Office CD ROM a A user account with administrator privileges if needed your Network Administrator can designate a special user account with administrator privileges
71. count and password to log on to Oc Intra Logic Chapter 9 Functional overview 123 Specify the Services settings Setting Description Use Oc PRISMAsatel Allows you to specify the Oc PRISMAsatellite for Office lite OCR module OP OCR Module TIONAL The Oc PRISMAsatellite for Office driver user will then be able to convert PDF files from the Personal Document Space to Microsoft Office documents or Full text searchable PDF documents Specify the server name where the OCR Module was in stalled This module has to installed separately The Oc PRISMaAsatellite for Office OCR Module uses FineReader Engine 7 1 i Note You are strongly advised to install the Oc PRIS MaAsatellite for Office OCR Module on a separate server 4 Click OK to save the changes that you have made 124 Chapter 9 Functional overview Specifying the Client Settings Specifying the Client Settings Introduction The Clients tab allows you to add custom fields to be used for the Oc PRISMAsatellite for Office driver These fields will appear in the job details window of the driver and will be stored in the Accounting record of the job For each custom field you can have the Oc PRISMAsatellite for Office server validate the content For each field a Label a Tooltip and a Default Value has to be assigned You also specify the field Type This specifies how the field will look like in the Oc PRISMAsa
72. d EEN coset caves T 143 Export devices configuration u ssseeeeerr reen reen n nn nnnn nen 143 EL U E A E SELER BES SS SEES ES SS SENDES SEERE BES ee vee Odette E 144 Adding and Configuring a Printer ssssererrrrrr erne 145 Modifying a Printer isisisi nian innsinn anan 150 COPYING a Printe sierran aaa 156 Deleting a Printe Tocsin naana annaa 157 Pausing and Resuming a PYintel c cccceeeeeeeeeeeeeeeeeeeeeees 158 LOCAL ONS caste acct sie serenade E a vee a eE a 159 LOCATIONS cco Ea A a nts cesta AE na va E EE E 159 Adding a LOCATION ececeeeeeee eee ere eeeeeaeeeeeeeeeeeaaeeeeeeeeeeeaees 160 Modifying a LOCatION Ea Eb ab sek 161 Synchronize LOCATIONS cccccceeesceesseeseseseseneeeaueeeeceeeeeeeeeeeeeeess 162 Deleting a LOCAtION cceeecetceeeeeeeeeeeeeeeeeeeeeaaeeeeeeeneeaaeeeeeeeeaes 163 Passthrough Printersy sccs2ccecececintececseasoecececeeeaecceniens aaeain 164 How to enable printing via passthrough seeeeeeeeeeeees 164 Passthrough De VICES c ceeceeeeeeeeeeeeeeeeeeeeaaaaeeeeeeeseaeaaeeeeeeeeas 165 Add Passthrough eVICEC ccccccecceeeeeeeeeeneeeeeeeeeeeaeeeeeeeeenaeaees 166 Pausing a Passthrough DeVICEC cccceseceseeeeeeeeeeeeeeeeeeeeeaeee 169 Resuming a Passthrough Device u ssseree erne rr kreere 170 Deleting a Passthrough Device W u ssssseeer rer 171 Create a passthrough PrOxy ccccsssssessssscsssceeeceeeeeeee
73. dated by the data source This time the SQL command will take the Client number and the Case number field values into account Only the Case numbers that are valid for the previously selected Client number will be allowed Custom field values x Source of values ODBC Data Source v Connection String Build SAL Command select MatterNumber as a TicketValue MatterNumber as DisplayValue from Matters where ClientNumber psat 1 I Filtered Filter Label I 44 Custom field validation Click Build to define the ODBC parameters ODBC Connection String x User Password pene Use Data Source Name DSN DSN Clients Metter i Use ODBC Driver Driver Bac Server ae Additional Keywords Keyword Value IDSN Clients_Matter UID PwvD rr 45 ODBC Connection string 132 Chapter 9 Functional overview Specifying the Client Settings To fill the drop down list the Predefined values are configured based on the currently selected value of the Client number field Custom Field Yalues _ xl Source of values Connection String SQL Command I Fitered Filter Label 46 Custom field values 5 Submit a test job When an end user submits a job the two Custom fields are displayed first The end user must enter valid entries before continuing Items marked with a are required Client Number as Matter Number x od 4
74. dia The Media Definition dialog will appear 3 Specify the Media settings Media definition Setting Name Description Enter the media name here The media name will appear in Oc PRISMAsatellite for Office driver in the job settings dialog The media name also appears on the Media tab of the Printer configuration Note You cannot use any of the following characters in the Name field lt gt l amp Description Allows you to specify additional information about the media Note You cannot use any of the following characters in the Description field lt gt amp Material Specify the media material such as Paper or Transparen cy Size Specify the media size here Color Specify the media color here Chapter 9 Functional overview 137 Add Media Setting Description Define the Media weight in grams m2 for European metrics or in pounds for US metrics Note Please note that when you change the metric sys tem the Weight will not be changed automatically Pre printed Allows you to specify whether it is a pre designed form or has a pre printed image such as a letterhead for example Tabbed media Select this option if the Media is a tab set and specify the number of tabs per set Punching Select this option if the media is hole punched and specify the types of holes 138 Chapter 9 Functional overview
75. dure will not be able to detect all requirements auto matically Installation check List 1 i The recent Windows 2003 updates must be installed Note Make sure that NET V2 0 is not installed IIS FAX and ASP NET must be installed If IIS was already installed it may be possible that the anonymous user is not allowed Click Administrative Tools in Internet Information Service IIS Manager Web Sites Default Web Site Properties Select Directory Security Edit the Authentication and access control and enable the anonymous access Note Note that the default value after IIS installation is Anonymous allowed It may occur in secured environments that the Windows Guest group has no permis sions at all In this case the two IIS users USR_ lt machinename gt and IWAM_ lt machinename gt should be included in the Windows users group and removed from the Windows Guest group The COM system application service should not have the start up type Disable It must be either Manual or Automatic The installation procedure must be performed using a Domain user account that has Administrator permissions on the local system The user which will be used at the instal lation window also needs Administrator permissions The DNS configuration must be correct To check that start a command prompt and execute the command
76. e 3 Right mouse click and select Enable The selected passthrough port will be enabled How to enable all passthrough ports 1 Click Input Channels Passthrough 2 Right mouse click and select Enable All passthrough ports in the upper right pane will be enabled 184 Chapter 9 Functional overview Disabling a Passthrough Port Disabling a Passthrough Port Introduction Passthrough ports are used by passthrough devices This allows you to support the man ufacturer printer drivers You can temporarily disable a specific passthrough port or disable all passthrough ports How to disable a passthrough port 1 Click Input Channels Passthrough 2 Select the passthrough port in the upper right pane 3 Right mouse click and select Disable The selected passthrough port will be disabled How to disable all passthrough ports 1 Click Input Channels Passthrough 2 Right mouse click and select Disable All passthrough ports in the upper right pane will be disabled Chapter 9 Functional overview 185 Deleting a Passthrough Port Deleting a Passthrough Port Introduction Passthrough ports are used by passthrough devices This allows you to support the man ufacturer s printer drivers This procedure shows how to delete a passthrough port i Note You can also temporarily disable a passthrough port How to delete a passthrough port 1 Click Input Channels Passthrou
77. e Description Device capability check 28 Chapter 3 Site planning Intelligent routing a Enable Intelligent Routing The device must be configured as Enable intelligent routing so that a job can be routed to it Color The device must support the job specified color Monochrome CMYK a Duplex The device must support the job specified side features 1 Sided Front 1 Sided Back ShortEdge for Covers 1 Sided Back Long Edge for Covers 2 Sided ShortEdge 2 Sided LongEdge a Side Switching enabled The device must be able to change the side feature i e from OneSidedFront to TwoSidedFlip if requested by the job m Allowed user The device must be accessible by the end user Access tab of the printer properties a Page threshold The device may be configured with a Page threshold feature This defines the page number range x y for which the de vice may be selected If a document has n pages and must be printed t times the device will be selected if n t is be tween x and y Media The device must support all requested Media except for the media used for unprinted back or front covers or for inserts a Advanced Paper Handling APH enabled The device must enable the APH if Media changes or printed covers are requested by the job Please note that a list of printers that support APH is available a Oc Mailbox The device must support the Oc Mailbox feature if it
78. e most expected This procedure shows you how to modify an existing location How to modify a location 1 Click Print and Fax Services Devices Locations 2 In the upper right pane select the location you want to modify 3 Right mouse click and select Properties The Location Configuration dialog will appear 4 Modify the location settings and click OK Chapter 9 Functional overview 161 Synchronize locations Synchronize locations Introduction You can define a department for every user on page 194 Then you can create locations based on these user departments In this manner your locations are well organized and intuitively to use Then you must add the correct printers to the locations End users are added to locations Synchronize locations with the defined user departments 162 Click Print and Fax Services Devices Locations Right click Locations and select All Tasks Synchronize The Location synchronization dialog appears Field Locations to be added contains user departments that are not yet added as Oc PRISMAsatellite for Office locations Field Locations to be removed contains Oc PRISMAsatellite for Office locations that do not exist as user department Select the locations that you want to add and remove Click OK Note The new locations do no have printers added to them Add printers on page 145 to the
79. e upper right pane 3 Right mouse click and select Enable The selected Office scan port will be enabled How to enable all Office scan folders 1 Click Input Channels Office Scanning 2 Right mouse click and select Enable All Office scanning ports in the upper right pane will be enabled Chapter 9 Functional overview 189 Disable an Office scan folder Disable an Office scan folder Introduction Oc PRISMAsatellite for Office will accept files scanned on Oc network printers copiers This procedure shows you how to disable an specific Office scan folder or how to disable all Office scan folders How to disable an Office scan folder 1 Click Input Channels Office Scanning 2 Select the Office scan folder in the upper right pane 3 Right mouse click and select Disable The selected Office scan port will be disabled How to disable all Office scan folders 1 Click Input Channels Office Scanning 2 Right mouse click and select Disable All Office scanning ports in the upper right pane will be disabled 190 Chapter 9 Functional overview Delete an Office scan folder Delete an Office scan folder Introduction Oc PRISMAsatellite for Office will accept files scanned on Oc network printers copiers This procedure shows how to delete an Office scan port i Note You can also disable or enable an Office scan folder How to delete an Office scan folder 1 Clic
80. eckbox Print banner page Select this option if you want the printer to print a banner page before each print job Page thresholds To define a printer s page thresholds check the box and enter the printer s minimum and maximum page thresholds Jobs over the page threshold will be printed on a printer with a higher threshold Enable Intelligent Routing Oc PRISMAsatellite for Office intelligently routes jobs based on their requirements The first time they use Oc PRISMAsatellite for Office end users typically select a Location which corresponds toa pool of printers the location Oc PRISMAsatellite for Office uses only printers in that Location when auto routing jobs On large sites creating locations is an important step in configuring Oc PRISMAsatellite for Office Even before you add any locations an Any selection appears in the clients dropdown location list This is because the main device folder is an implied location The name of this location is Any Note You cannot use any of the following characters in the De vice name or Description field lt gt amp Chapter 9 Functional overview Adding and Configuring a Printer Description Connection Printer Connection Type a File connection File connections are formatted paths to a server Specify the Output file path This is a file to which the document data is written a Microsoft Windows Networking A Microso
81. eees 212 Canceling a JOD cccccceceeeesenceeeeeeeeeaeeeeeeeeeaaeaeeeeesesaaeeeeeeeeeeeeeeeeens 213 Restarting aJ ODi ssnin eanan imi ae senesi aba Gielen ees 214 Delete a JO Durrett ann anaana ed eaaa aa aiaa 215 Showing Hiding Completed JObS ssssssssssssssnessessnnsnnsssnrnnnsssernns 216 Chapter 1 Overview What is Oc PRISMAsatellite for Office What is Oc PRISMAsatellite for Office Introduction Oc PRISMAsatellite for Office is a powerful results oriented document distribution system that offers the following benefits m You can effectively manage multifunction output for the printing faxing and converting of jobs a The graphical interface lets you output and distribute documents according to the specifications you desire with little manual handling a Automation of document production and distribution tasks allows for efficient tracking and system management m You can accurately determine the cost and administrative resources needed to conduct your business operations Recent innovations in computer technology have brought about fundamental changes in the way that information can be created produced and distributed Digital documents as opposed to hardcopy documents can be viewed used and transmitted in a variety of electronic ways as a result of users being connected to a series of networks that include LANs WANs and the World Wide Web Consequently for businesses that implement effective elect
82. eeeseeesseees 172 Input Channel Sircicicccesssicisdsines ssaveviecndsanes ed tiedeesttandicvineeneseuiedviaaesesenecnindans 175 FON Saena eO S E Er Eee ICE DES EDE EE 175 Hot folders aen das ode den che Lan E EAI 176 Hot FOIA CIS visvccce cece cence te Sect cere cence ceed a riain AAEE EEEE 176 Adding a Hot Foldeta u ccecccccceeeeeeeceeceeeeeeeeeceeeeeeeeseneeeeeeeeeeenaees 177 Contents Enabling a Hot Folder ceccccecceeeeeeeeeeeeeeeeeeeeeeeeeeeeeaaeeeeeeeeaaae 178 Disabling a Hot Folder rr 179 Deleting a Hot FOlder ecceccccceeeeeseeeeeceeeeeeeeeeeeeeeeeecaeeeeeeeeeaaae 180 Passthrough POFtS ceeccesceeeeeeee cece ee eeeeaeaeeeeeeeesaaeaeeeeeeeseaeeaeeeeeeea 181 Passthrough Poms cossiensa ne a ananin aeia 181 Adding a Passthrough Poft ccccceseseceeeeeeeeeeneaeeeeeeeeeneaeeeees 182 Enabling a Passthrough Port u sseeeeeeeerrre reen kr rnern rn nn nen 184 Disabling a Passthrough PoOft cccccceeseeseeeeeeeeeeeeeeeeeeeeeennees 185 Deleting a Passthrough Port cc cccceeeeesseeceeeeeeeeeeeeeeeeeeeeeaees 186 OTICE SCAN MING risa aaa a a iaie 187 Office Scanning u u sseeeererrrre reen renerne rer ERE LEE nena 187 Adding an Office Scan Folder ccccccccesceeeeeeeeeeeeeeeeeeeeneeeeeees 188 Enable an Office scan folder sssssseer renerne nrnner 189 Disable an Office scan foldet ccccccceesceeeeeeeeeeeeeeeeeeeeeeaees 190 Delete an Office scan fOI
83. ellite for Office users will have to log on to the Oc PRISMAsatellite for Office client When a user enters an incorrect password 5 times the account will be locked How to add an Oc PRISMAsatellite for Office user 1 Click User Management Users 2 3 In the upper right pane right mouse click and select New PRISMAsatellite user The User Configuration dialog will appear Specify the user settings 194 Chapter 9 Functional overview Add an Oc PRISMAsatellite for Office user Configure user Tab General Description User type The PRISMAsatellite user type is filled in here Account name Enter the user s name This is how the system identifies the user Description Enter a description of the user optional First name Enter the user s first name here Last name Enter the user s last name here LDAP user The LDAP check will allow you to retrieve additional user information based on the Account name from the LDAP server The LDAP server is the local Active directory of the Win dows Domain in which the PRISMAsatellite server is in stalled Scan code Enter the Scan Code here that the end user has to use in order to receive scanned documents in the Personal Docu ment Space With the Scan Code the user can also use public user boxes on KMBT printers Apart from numbers you can also use characters for the Scan code There is no difference be
84. end user ComputerName Department The department of the end user EmailAddress The Email address of the end user EmailWhenJobReady True EmailWhenJobReceived True Recipient Finishing Type oneo32staple single upper left staple twoo3 2staples upper and lower left sta ples Wireo45 0045 Bind wire binding Drilling 2032holes two holes 4032hole four holes Other other hole count indicated in the Comments field Chapter 5 Server Configuration Creating a Link to Oc Doc Works Oc Doc Works version 3 5 Job ticket field PageProgram DocumentMediaSize Value set by Oc PRISMAsatellite for Office version 2 1 amp 2 2 A description of the media changes un printed inserts and printed covers Note This field does not exist in the default Oc Doc Works Job ticket definition You can add this field using the Oc Doc Works Job ticket editor Number of copies False 1 sided printing True 2 sided printing duplex edge in the Comments field Media size or Other for other Media size indicated in the Comments field The following values are available Ao Al A2 A3 A4 As B4 Bs Letter Legal Ledger Foolscap Executive Statement Folio Quarto Monarch LegalSmall Chapter 5 Server Configuration 77 Creating a Link to Oc Doc Works 78 Oc Doc Works version 3 5 Job ticket field DocumentMediaWeight Value set
85. ents field Paper index or bond paper Transparent transparency Other other media type indicated in the Comments field All values that could not be set because the Oc Doc Works field did not exist in the Job Ticket Definition If this field is not defined the information is simply lost Note This field does not exist in the default Oc Doc Works Job ticket definition You can add this field using the Oc Doc Works Job ticket editor Value set by Oc PRISMAsatellite for Office version 2 2 Original document name Number of pages in original document A description of various options that could not be completely specified by other fields ClientVersion Chapter 5 Server Configuration 79 Creating a Link to Oc Doc Works 80 Oc Doc Works version 3 6 Job ticket field Value set by Oc PRISMAsatellite for Office version 2 2 JobSource PRISMAsatellite First name me o fe The first name of the end user Owner The last name of the end user The first and last names of the end user Company The company name of the end user TelephoneNumber The telephone number of the end user ComputerName Department The department of the end user EmailAddress The Email address of the end user EmailWhenJobReady True EmailWhenJobReceived True Recipient Finishing ype g oneo32staple single upper left staple twoo3 2staples upper and lower left sta p
86. er that the Oc DocWorks Proxy is monitoring In addition select an Oc Doc Works Job Definition File This is your Job description Job ticket and will be used to send the document to the Oc DocWorks server The Media tab allows to register the Oc PRISMAsatellite for Office defined media that is supported by the Oc DocWorks Proxy Note Use the Add button to add the supported Media otherwise the link will not work correctly Enter the relevant Media list defined in Oc PRISMAsatellite for Office in the Manual tray on the section of the Media tab The Access tab allows you to specify which end users will be able to access the Oce DocWorks Proxy device Use the Add users or Add groups button to add users or groups to the list The Oc DocWorks Proxy tab allows you to specify the finishing options that are sup ported by the Oc Doc Works server Select the Advanced Paper Handling APH option if the device must be able to support Media changes within the job Chapter 5 Server Configuration Creating a Link to Oc Doc Works 13 Click OK to confirm the changes How to map the Oc PRISMAsatellite for Office ticket to Oc Doc Works i Note If you want to map Oc PRISMAsatellite for Office Custom fields to Oc Doc Works please use this procedure 1 Start the Oc Doc Works Job ticket editor on amp Result For each Custom fie
87. er accounts in groups You can configure services for example Print Fax or PDF to groups This allows you to offer these services for a big number of users at the same time Note i By default Oc PRISMAsatellite for Office will contain a group called Users and System administrators User groups Similar to the user management groups can be either Oc PRISMAsatellite for Office defined groups or imported Windows groups Chapter 9 Functional overview 201 Adding a PRISMAsatellite Group Adding a PRISMAsatellite Group Introduction Oc PRISMAsatellite for Office allows you organize the user accounts in groups This procedure shows you how to add an Oc PRISMAsatellite for Office group How to add a PRISMAsatellite group 1 Click User Management Groups 2 In the upper right pane right click and select New User Group The Group Configuration dialog will appear 3 Specify the group settings 202 Chapter 9 Functional overview Adding a PRISMAsatellite Group Configure group Tab General Description Group type The PRISMAsatellite group type will be filled in here Name Enter the group name here Description Enter a description of the group This field is optional i Note You cannot use any of the following characters in the Name or Description fields lt gt LDAP users Use checkbox LDAP Users to specify if the group
88. ers shared directories Your Network Administrator can designate a special domain user account for example Psat4office with sufficient privileges This user account should have access to user account definitions for the Oc PRISMAsatel lite for Office user management should be a member of the local admin group A name phone number and email address of the Oc PRISMAsatellite for Office Admin istrator A destination folder for the Program files and for Data jobs temps Network addresses and queue names of the printers that will be controlled by the Oc PRISMAsatellite for Office server The Oc PRISMAsatellite for Office server has to be a member of the domain The Oc PRISMAsatellite for Office License file The Release notes available on the Oc PRISMAsatellite for Office CD ROM Installation and configuration To install Oc PRISMAsatellite for Office software and configure the main features of the server follow these general steps Some will not be necessary depending on your site Install Windows 2003 Server Install Internet Explorer 6 or higher Apply any other Windows 2003 updates and security patches Install Oc PRISMAsatellite for Office License the server Configure the server for Remote Clients Configure the server for Macintosh Clients Configure Fax services Configure Scan services 36 Chapter 4 Server preparation and installation Overview After completing the steps
89. ersion the final document name is indicated Waiting This temporarily state indicates that the job is currently waiting to be assigned to a printer or waiting for PDF conversion scanning and so on Waiting in Printer The job is within the printer s mailbox The printer on which the job is stored is indi cated Sending to Printer The job is spooled out to the printer but the printing has not started yet The printer to which the job is send is indicated Printing The job is being printed The printer on which the job is being printed is indicated Needs attention The job is within the printer queue and printing can start or continue There is however a minor issue with the printer toner low for example Error The job could not be processed or printed by a device and has been removed from the device queue The job cannot be processed unless the job ticket is modified or the problem with the device is solved Chapter 9 Functional overview 209 Jobs a Completed or canceled The printer on which the job was completed or canceled is indicated Locked for editing The job is suspended because it is edited by the end user or by the Administrator The following table shows you the actions that are possible with respect to the job states Actions Job status Actions Preparing for processing Cancel Processing Waiting Restart Cancel Restart Edit Cancel Waiting in Printer None
90. etect and install my Plug and Play printer CA network printer or a printer attached to another computer To set up a network printer that is not attached to a print server 1 use the Local printer option lt Back Cancel 54 Local or Network Printer 3 Select Local printer attached to this computer and click Next The Select a Printer Port dialog appears Add Printer Wizard Select a Printer Port Computers communicate with printers through ports Select the port you want your printer to use If the port is not listed you can create a new port Use the following port LPT Recommended Printer Port x Note Most co e LPT 1 port to communicate with a local printer The cor id look something Ik all me Gar aa Create a new port Type of port Oce File Port For more information about creating printer ports see Printer Help coe 55 Select a printer port 4 Select Create a new port Click drop down list Type of port Select Oce File Port and click Next Chapter 9 Functional overview Create a passthrough proxy 7 The Oce File Port dialog appears Oce File Port xj Port Name vP2070 Target Path c spool passthrough vP2070_job J prn Substitutions P Printer name p Port name d Printer driver name Y Year part of submission time M Month part of submission time D Day part of submission time
91. for installation and general configuration you can use to fol lowing steps in the next chapters to implement a site strategy Chapter 4 Server preparation and installation 37 Remotely Control the Server Remotely Control the Server Introduction To manage the server remotely the Remote Desktop component of the Windows 2003 Server operating system will provide remote administration Remote Desktop gives System administrators a method of remotely administering member of the Windows 2003 Server family from any client device over a LAN WAN or dial up connection Remote Desktop Please refer to the Microsoft Windows 2003 documentation for configuring the Remote Desktop 38 Chapter 4 Server preparation and installation Installing Required Components Prepare the server Installing Required Components Introduction i To install Oc PRISMAsatellite for Office on the MS Windows 2003 server the following components are required m Recent Windows 2003 updates Internet Information Server Note Screen resolution at least 800 600 1024 748 or more is preferred This topics describes how to install these required components How to update the Windows 2003 server 1 Click Start Windows Update The Windows Update window will appear Click Scan for updates When the scan is completed the Pick updates to install window will appear Select the updates to install and clic
92. ft Windows Networking connection is a printer path on the network You can browse the network for the correct path You must install the printer on the Oc PRISMAsatellite for Office server with the Microsoft Windows 2003 Add Printer Wizard Then add the printer as a new printer in Oc PRIS MAsatellite for Office Complete the printer configuration with Oc PRISMAsatellite for Office Finally add the printer to the Microsoft Windows 2003 system LPR Enter the name or network address of the server and the queue name on that server If you want to Enable queue monitoring from the Oc PRIS MAsatellite for Office server enter an Empty queue name string that Oc PRISMAsatellite for Office can check Define the inter val for checking the queue for this string in the Retry timer For instance if you enter the string no entries Oc PRIS MAsatellite for Office will write the string into the empty Queue As jobs are added to the Queue the string is pushed to the bot tom If there are no jobs the string is at the top and when Oc PRISMAsatellite for Office monitors the Queue the string is found signifying the Queue is empty You can check the Queue monitoring string Use the command prompt and type lpq S ip of device P print Use the Proof button to check if the specified connection is valid and active a Raw Socket Enter the name or network address of the server and the port number on the server
93. gh 2 Select the passthrough port in the upper right pane 3 Right mouse click and select Delete The selected passthrough port will be deleted 186 Chapter 9 Functional overview Office Scanning Office scanning Office Scanning Introduction Oc PRISMAsatellite for Office will accept files scanned on Oc network printers copiers Create and configure an Office scanning port to receive these files Scanned files that are submitted with an invalid Scan code are not accepted These scanned files will be moved within the Scanning folder to the Psat_Scan_Error_ lt error scanid gt sub folder This is also logged in the Event log Note F The Oc PRISMAsatellite for Office Administrator can afterwards add a new user with the specific Scan code When the failed scanned files are manually moved to the Scan ning folder the normal Office scanning procedure will be performed How to configure Office scanning Configure Office scanning Step Description 1 Make sure that the Oc printer has scanning capability 2 Upload an Oc PRISMAsatellite for Office Scan profile file to the Oc printer 3 Identify the folder on the server that the Oc printer is using to store scanned files 4 Configure an FTP server on your network to accept scanned images from your Oc printer and place them into a directory that the Oc PRISMAsatel lite for Office server can access 5 Add and configure a new Offi
94. gs section lt add key MARIN Server val ue dory pixar com gt The following table details the property that can be set to configure an LDAP server Chapter 8 Customization LDAP Configuration LDAP Server Attributes Attribute Server Description The host name or IP address of the LDAP server In multi domain configuration this property has to be set when the DNS server of the Oc PRISMAsatellite for Office server does not know about all available domains Root The root node of the LDAP tree on which the query is performed For active directories this is the domain name in its LDAP form i e dc pixar dc com Note Note that if not provided the Root node of the default domain the domain to which the server belongs is automatically set Filter The LDAP filter that has to be used to find a user node The value supports the You macro that will be expanded to the user name of the searched user but without the DOMAIN specification Examples For user rfr the You macro expands to rfr For user rfr PIXAR the u macro also expands to rfr The default filter value is set to a suitable value to LDAP support in a single domain configuration 8 objectClass user SAMAccountName u Note the amp entity replaces the amp characters in XML files The format of a filter is defined by RFC2254 http www cse ohio state edu cgi bin rfc rfc2254 html i Note Note that when defining
95. he LDAP attributes are synchronized Synchronization is done hourly at the defined Hour and Minute Daily Synchronization is performed hourly at the defined Hour and Minute The synchronization starts on the Day defined Synchronization is performed weekly at the defined Day Hour and Minute Monthly Synchronization is performed monthly at the defined Hour and Minute Specify the Services settings Specify the Services settings Introduction The Services tab allows you to specify the Archive Link to Oc Intra Logic and OCR module settings How to specify the Services settings 1 Right mouse click the Oc PRISMAsatellite for Office server in the tree section 2 Click and Properties select the Services tab 3 Specify the Services settings System settings Setting Description Archiving enabled If you want to allow Oc PRISMAsatellite for Office client users to use the Archive option you have to enable and specify the archiving setting here Specify the Oc PRIMSMaAarchive server name here Note Use PRISMAarchive version 2 4 or higher Use Oc Intra Logic Allows you to specify the URL of the Oc Intra Logic server You can start Oc Intra Logic from Oc Administration using the Launch Oc Intra Logic menu item use All Tasks Oc Intra Logic will open in a separate window You need a valid ac
96. he access of a group of individuals to a certain group of printers within a location by modifying the printer security settings 26 Chapter 3 Site planning Intelligent routing Intelligent routing Introduction You can enable or disable Intelligent routing via the Server properties When you enable Intelligent routing the device that processes the job will be selected dynamically You can specify a Location and a Printer within the Oc PRISMAsatellite for Office driver When you select Any for location all available devices will be considered by the Intelligent routing mechanism The way a device is selected depends on m A device capability check This step checks if a device has the required capabilities to process the job This capa bility check is done for each device that belongs to the specified location or for all de vices location is specified as Any Devices that are currently paused will not be checked m A device affinity check For all devices that have passed the capability check a device affinity check is per formed An affinity is a specified feature within the job settings that is not really necessary but that would be appreciated if supported The affinity checklist is used to check all devices one by one The best suitable device will then be used to process the job Chapter 3 Site planning 27 Intelligent routing Dynamic device selection Intelligent routing Stag
97. his would be the nearest HP 4000 Let s look at the printers within the Sales location and their recommended server based settings Sales Location Printer Page threshold Note If you specify the Page threshold make sure that the Minimum pages option is set to Let s look at the Location and Printer settings for two of the users in the Sales depart ment Again these settings are found in the user s Oc PRISMAsatellite for Office driver Sales Location User Location Printer Chapter 3 Site planning 21 Small Company Example 22 When the driver based settings listed above are combined with the server based settings the desired print job routing is achieved as described below Jim s small print jobs up to 25 pages are routed to his Printer HP 4000 Saleso1 Linda s small print jobs up to 25 pages are routed to her Printer HP 4000 Salesoz Jim and Linda s medium print jobs 26 50 pages are routed to the mid range printer Oc 3140 Sales because the jobs are too large to be printed on the Printer Jim and Linda s large print jobs larger than 50 pages are routed to the high volume printer Oc 3165 because the jobs are two large to be printed on the Printer Jim and Linda s color print jobs are routed to the color printer Oc CPS 700 because it is the only color printer in the Sales location None of Jim and Linda s print jobs would be routed to printers out
98. ible JDF files They are used when the input to Oc PRISMAsatellite for Office is file based Hot folders can be used for Print Convert and Fax actions Hot folders receive two kind of documents for each request with special naming conven tions AJDF ticket of type Product node It should comply with the Oc JDF Product Node Intent specification The JDF ticket must have the same name as the document data suffixed by jdf A document data referred to in the JDF ticket The naming convention is free but must match the file name in the FileSpecification node of the JDF ticket Note Please refer to the Oc PRISMAsatellite for Office PDK for details about the JDF product specifications Chapter 5 Server Configuration Suggested Approach User Management Suggested Approach Windows domain If a windows Domain is available in which the relevant user groups have been defined by department you are advised to import these groups and domain users into Oc PRISMAsatellite for Office Chapter 5 Server Configuration 87 Users Users Introduction The User accounts section allows you to specify which users can use the Oc PRIS MAsatellite for Office driver to send jobs to the Oc PRISMAsatellite for Office server User accounts allow you to Track jobs send by users and send feedback to the user about the status of the job Store and generate accounting information about spe
99. ick the Browse button to specify the folder where you want to store the Accounting report s Click Next to continue The Specify selection criteria dialog will appear Select depending on the report type the Costs File using the Browse button Note The last used Costs File will be used by default The drop down list will show the last 8 used Costs files and offers easy selection 92 Chapter 5 Server Configuration Using the Oc PRISMAsatellite for Office Accounting Report Wizard 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Select the Device name from the drop down list Export for CountLogic only Select the Userid and the Department You can specify one or more of the specified Custom fields Click Next to continue The Select the resources and prices dialog will appear Select the Resource options Finishing Printer and or Media costs for which you want to add modify or suppress the costs and prices values Note Use the Import printer media names from PRISMAsatellite server option to make sure that the printer and media names are used correctly within the Accounting system Click Next to continue The Edit Finishing costs and prices dialog will appear If necessary change the current Finishing costs and prices Note Please make sure that you use the Next button to continue when y
100. indows Domain Use this PSAT 4office user while you install the Oc PRISMAsatellite for Office software on the server when the Windows Domain and Windows user name is required The PSAT 4office user will be used to m Start the Oc JDF Framework service m Perform User Management for importing users from directory service via LDAP a Use existing Windows print services Create and configure the PSAT4office user 1 Add the PSAT 4office user to the local admin group of the Oc PRISMAsatellite for Office server 2 Add it to the security list at the root of the domain with read access sws3 testlab oce nl Properties MES General Managed By Object Securty Group Policy Name a Add Remove ER Enterprise Admins SWS3 TESTLAB Enterpris ENTERPRISE DOMAIN CONTROLLERS sf Everyone EB Pre windows 2000 Compatible Access SWS3 Psat 4 Office psat4office sws3 testlab oce nl Full Control Read Write Create All Child Objects Delete All Child Objects Add GUID Add Remove Replica In Doman 6 PSAT4office User Chapter 4 Server preparation and installation 43 Install the Windows 2003 fax and FTP service Install the Windows 2003 fax and FTP service Introduction Fax devices are any devices used to send a document to another location via a phone line or dial up modem connection Fax devices typically print a document once it is received although fax cards in computers sto
101. ing 1 Right mouse click the Oc PRISMAsatellite for Office server in the tree section 2 Click Properties and select the Services tab 3 Enable option Archiving enabled and define the Oc PRISMAarchive server name here 72 Chapter 5 Server Configuration Configuring and Testing Locations and Printers Create and populate device locations Configuring and Testing Locations and Printers Introduction When end users print to Oc PRISMAsatellite for Office they want to print to convenient printers most of the time until they have a job with special requirements Then they want this job completed quickly and on the most effective printer Carefully planned locations allow Oc PRISMAsatellite for Office not only to auto route jobs and balance workloads but also to print jobs at a location convenient to end users Locations should contain printers with different capabilities as well as back up printers to handle work overflow In order to best utilize all existing equipment the back up printers may be the primary printers in a different location by making copies of the printers Locations group a specific set of printers together for Oc PRISMAsatellite for Office to use when auto routing jobs These printers should be conveniently located to end users Locations are chosen in the client s Location field and their Printer must in turn be one of the printers in their locations How to configure
102. issiesresiesresess 12 Services ETE e EEE EAE E eenits 123 Services settings Services SCUUNGS siseneks iis 123 Site strategy Site STAC RY erer ER 36 Small company Small Company sereins 17 SMTP SM TE sick aE RAE IORA 123 SQL command SQL command stini aan 125 Start server Start SOLVER deer EEEO RENTA aa 107 Status bar Status Dar meisit desas nende 84 Stop server StOpSELVel inisa nnise rr eiiis 107 Synchronize members Synchronize members 0 seeesesseeeeeeeeeeeeees 208 System administrators System administrators sesser 201 T Tabbed media Tabbed media cccccccccscsseeseessesseseesseseeseesees 137 Terminal Services Terminal Services ccccccsccsceseessessessessesseseenees 38 U Unlock Walle E 200 Unlock user Unlock user sussie 200 Update Windows 2003 Update Windows 2003 wuss 39 User account User account isse 182 User accounts User accounts siccssitcssicacsicesesiessevecasteesence 88 193 User delete User delete aecias sessed tied ca cessesiesseaas ances eaacrs 199 User edit Usereditensu ne ETE 198 User management User management uses 84 User type User Pe vescsssnsssseuscccossdescobdonctvsssoseseasvesbascoas 194 Users USERS ccscsiccsesscsccsscsisoesdessensesinesesuiess 88 193 201 V Validation settings Validation settings s essssssssssissessessesresreesess 125 View job details 221 Index View job details russerne 211 Ww Waiting Waiting vesccessateasds eeecesscesisds
103. istered users m Use the Command line and specify a User account and a Scan code m Use the Command line and specify the location of the CSV file Note The tool used to assign Scan codes is located in the Oc PRISMAsatellite for Office bin folder General syntax ModifyUser un pw user scancode csv In all cases you have to provide an Oc PRISMAsatellite for Office Administrator user account and password to be able to modify the PRISMAsatellite configuration The other parameters are optional m un The Oc PRISMAsatellite for Office Administrator user account m pw The password of the Oc PRISMAsatellite for Office Administrator user account m user The Oc PRISMAsatellite for Office user account to modify It must be used with the scancode parameter m scancode The scan code to associate to the user account It must be used with the user parameter m csv The complete path to the CSV file The use of the tool without parameter or with the parameter will display a short help The parameters user and scancode can t be used together with the parameter csv in the same command On the other hand the user and scancode must be used within the same command If a parameter contains one or more spaces or a amp you have to put the value between double quotes Chapter 4 Server preparation and installation 65 Assign Scan codes to registered users CSV file for
104. k Input Channels Office Scanning 2 Select the Office scan folder in the upper right pane 3 Right click and select Delete The selected Office scan port will be deleted Chapter 9 Functional overview 191 Exporting the User Configuration User Management Exporting the User Configuration Introduction The Export configuration option allows you to export the Users configuration into an XML format file How to export the user configuration 1 Click User Management 2 Right click Users 3 Click All tasks Export configuration A dialog will appear that allows you to select a location in which to store the XML file 4 Select a folder and click Open The specified Users configuration will be exported to a file 192 Chapter 9 Functional overview Users Users Users Introduction The User accounts section allows you to specify which users can use the Oc PRIS MAsatellite for Office driver to send jobs to the Oc PRISMAsatellite for Office server User accounts allow you to Track jobs send by users and send feedback to the user about the status of the job Store and generate accounting information about specific users Print the user information on banner pages Configure access permissions on resources User accounts The User account authenticates the end user to the Oc PRISMAsatellite for Office server for submission and tracking purpo
105. k Review and install updates The Total Selected Updates Click Install now to install the selected updates How to install Internet Information Server 1 Click Start Programs Administrative Tools Manage Your Server The Manage Your Server dialog will appear Click Add or remove a role The Configure Your Server Wizard dialog will appear Click Next to continue The Server Role overview will appear Select Application server IIS ASP NET and click Next The Application Server Options overview will appear Select Enable ASP NET and click Next The Summary of Selections overview will appear Click Next to continue Chapter 4 Server preparation and installation 39 Installing Required Components To install the selected options the MS Windows 2003 CD ROM may be required When the installation is completed the This Server is Now an Application Server dialog appears 7 Click Finish to complete the installation 40 Chapter 4 Server preparation and installation Installation checklist Installation checklist Introduction Use this checklist to validate the server environment and the server that you will use to install the Oc PRISMAsatellite for Office software on This list cannot cover all require ments but should help you prevent some of the problems that may occur during installa tion The current installation proce
106. lable General Licensing Jobs Documents Email Services Clients 116 Chapter 9 Functional overview General Settings General Settings General The General tab shows information about your Oc PRISMAsatellite for Office config uration such as product name version and language It also lists the installed patches Chapter 9 Functional overview 117 License settings License settings License settings The Licenses tab shows information about your Oc PRISMAsatellite for Office config uration with respect to license issues It shows the Server name and Company name The Serial number if available and License type are displayed including the expiration date Allowed number of active users 118 Oc PRISMAsatellite for Office controls the number of connected and active users client seats The number of connected users that are allowed to interact with the server is specified within the acquired license When the maximum number of connected and active users has been exceeded an error message will be send to the Oc PRISMAsatellite for Office driver user that tries to connect The end user could try to connect to another Oc PRISMAsatellite for Office server of wait until the number of active Oc PRISMAsatellite for Office users has dropped A user is active when the user is connected successfully to the Oc PRISMAsatellite for Office server using the Oc PRISMAsatellite for Office drive
107. ld create a new item For example Item name Custom1 Type Text multi line maximum string length 25 5 Tree caption Oc PRISMAsatellite for Office Custom1 field List caption Custom1 Create a new Group item to store the created items For example Item name Oc PRISMAsatellite for Office Type Group Tree caption Oc PRISMAsatellite for Office custom fields List caption Oc PRISMAsatellite for Office Select the correct view Drag the new group item into the tree view left pane Drag each new item into the list view right pane Save the Job ticket definition Export the Job ticket definition to a path that the Oc PRISMAsatellite for Office server Can access When a job has been submitted using the Oce DocWorks Proxy the following fields will be used Oc Doc Works version 3 5 Job ticket fields Oc Doc Works version 3 5 Job ticket Value set by Oc PRISMAsatellite for field Office version 2 1 amp 2 2 Number of pages in original document Chapter 5 Server Configuration 75 Creating a Link to Oc Doc Works 76 Oc Doc Works version 3 5 Job ticket Value set by Oc PRISMAsatellite for field Office version 2 1 amp 2 2 Comments A description of various options that could not be completely specified by other fields ExternalReference Job ID JobSource PRISMAsatellite The name of the end user The name of the end user TelephoneNumber The telephone number of the
108. les Wireo45 0045 Bind wire binding Drilling 203 2holes two holes 4032hole four holes Other other hole count indicated in the Comments field PageProgram A description of the media changes un 8 printed inserts and printed covers Note This field does not exist in the default Oc Doc Works Job ticket definition You can add this field using the Oc Doc Works Job ticket editor Copies Chapter 5 Server Configuration Number of copies Creating a Link to Oc Doc Works Oc Doc Works version 3 6 Job ticket field Duplex Printonbothsides DocumentMediaSize DocumentMediaWeight Value set by Oc PRISMAsatellite for Office version 2 2 False 1 sided printing True 2 sided printing duplex edge in the Comments field Media size or Other for other Media size indicated in the Comments field The following values are available Letter Legal Ledger Foolscap Executive Statement Folio Quarto Monarch LegalSmall Media weight or Other for other Media weight indicated in the Comments field The following values are available m 65032gram047m2 m 80032gramo047m2 m 120032gramo47m2 m 170032gramo47m2 DocumentMediaColor Media color or Other for other media color indicated in the Comments field DocumentMediaType Paper index or bond paper Transparent transparency Other other media type indicated in the Comments field
109. lick the group that you want to allow faxing and click Properties Select the Enable Fax Section option 62 Chapter 4 Server preparation and installation Configure Scan Support Configure Scan services Configure Scan Support Introduction i Oc PRISMAsatellite for Office will accept files scanned on Oc network printers copiers Create and configure an Office scanning port to receive these files Scanned files that are submitted with an invalid Scan code are not accepted These scanned files will be removed from the Office scanning folder Note When files are removed from an Office scanning folder this is logged in the Event log How to configure scanning support 1 Make sure that the Oc printer has scanning capability A Ww Create an Oc PRISMAsatellite for Office Scan profile file Use the following settings for the Scan profile Name PRISMAsatellite on lt servername gt Format PDF Resolution 6oodpi or 300dpi Application PPATSCAN Max Digits 8 Min Digits 1 Instruction Enter your scan code Confirm Yes Note Please refer to the engine s documentation on how to create a Scan profile Identify the folder on the server that the Oc printer is using to store scanned files Specify the Server settings The Host name or IP address of the Oc PRISMAsatellite for Office server The user name used to log on to the Oc PRISMAsatel
110. lite for Office server Use the PSAT 4office user for this The Destination folder is the location where the scan files will be stored The Password for the PSAT4office account Chapter 4 Server preparation and installation 63 Configure Scan Support 5 Configure an FTP server on your network to accept scanned images from your Oc printer and place them into a directory that the Oc PRISMAsatellite for Office server can access Make sure that you specify Write access to the FTP site directory FTP Site Security Accounts Messages Home Directory Directory Security The content for this resource should come from A directory located on this computer A directory located on another computer FTP site directory Local path c inetpub ftproot Browse IV Read Wires IV Log visits M Directory listing style C NXG MS DOS TJ ca ow oe 23 FTP Site Directory 6 Add and configure a new Office scanning port on the Oc PRISMAsatellite for Office server to accept scanned files from the FTP server 64 Chapter 4 Server preparation and installation Assign Scan codes to registered users Assign Scan codes to registered users Introduction i Assigning Scan codes to individual users can be a time consuming process Oc PRIS MAsatellite for Office offers an easy batchwise way to assign Scan codes to registered users You can assign Scan codes to reg
111. lite for Office server with which the OCR module is interacting has been started m Port 80 has to be opened manually in the firewall Note For MS Windows XP SP2 the port 80 must be open in order to prevent a Firewall access denied Use the Firewall configuration to configure this m The system must be clean of any previous installation of the Oc PRISMAsatellite for Office OCR Module a When you install the OCR Module you need the following information A destination folder for the Program Files lt INSTALLProgram_PATH gt and For transient processed files lt INSTALLData_PATH Install the Oc PRISMAsatellite for Office OCR Module 1 Enter the Oc PRISMAsatellite for Office CD ROM 2 Cancel the installation of the server 3 Browse the CD ROM and open the PRISMAsatellite OCR Module folder 58 Chapter 4 Server preparation and installation Install the Oc PRISMAsatellite for Office OCR Module 4 Double click Setup exe to start the Oc PRISMAsatellite for Office OCR Module in stallation 5 Use the instructions on the screen to install the software Un install the Oc PRISMAsatellite for Office OCR Module 1 Click Start Control Panel Add or Remove Programs 2 Select PRISMAsatellite OCR Module and click Remove 3 Ifyou want your machine for a clean re install also remove the lt INSTALLPro gram_PATH gt OCRModule folder and the lt INSTALLData_PATH gt folder Chapter 4 Server
112. llite for Office end user s Personal Document Space How to configure the Personal document space 1 Right mouse click the Oc PRISMAsatellite for Office server in the tree section 2 Click Properties and select the Documents tab 3 Use the Documents Folder option to specify the default location of the documents Note Li Please note that changing this location afterwards will not copy existing documents to the new location The new location will be used for new converted documents 4 Specify the Maximum number of documents 5 Specify the Maximum allowed disk space for all documents on a Oc PRISMAsatellite for Office end user s Personal Document Space 6 Click OK to save the changes that you have made Chapter 5 Server Configuration 71 Configuring Archiving Configuring Archiving Introduction The Services tab allows you to specify the Archive settings When you configure the Archive option on the Oc PRISMAsatellite for Officeserver Oc PRISMAsatellite for Office users can archive documents from their Personal docu ment space The Archive option will start PRISMAarchive Before the documents are archived end users have to specify the index attributes Note Li Please note that Oc PRISMAsatellite for Office does not provide any options to search or retrieve archived documents Use the PRISMAarchive web interface for these actions How to configure archiv
113. lues within these columns should be unique within the column For BrowseBox fields the values can be retrieved from an ODBC data source only The configuration is similar to that of a ComboBox field The DSN and SQL command are used in the same way The difference lies in the ability to filter the list of values When the browse dialog is displayed to the user an optional field can be added This field allows the user to enter a text string which is used to filter the list of values Selecting Filtered in the Administrator adds the filter field to the browse dialog The Filter Label which is displayed with the filter field must be provided In the SQL command this filter value is accessible using the string psat F Chapter 9 Functional overview Specifying the Client Settings Example A 1 Attention In a law firm the print jobs are recorded by Client and Case numbers so that printing costs can be billed to clients When an end user submits a job using the Oc PRISMAsatel lite for Office driver the end user has to enter the Client and Case numbers These fields were added to the Job details using the Custom fields option The end user can enter the Client number manually or look it up using a browse dialog Once the Client number is set the end user must select a Case number for that client from a drop down list After filling in the Job details the end user submits the job If the end user has not en
114. ly de fined location Click button Add to get the list of locations You can assign the printer priority directly from the list of locations Chapter 9 Functional overview Adding and Configuring a Printer Description Printer specific This printer specific tab allows additional configuration options for the printer SNMP Oc PRISMAsatellite for Office uses the SNMP protocol to gather specific printer information If the printer supports this SNMP protocol the SNMP button will appear on this tab Click the SNMP button to specify the SNMP settings A new dialog will appear that allows you to select the SNMP Protocol a SNMP V1 V2c Specify the Read Community setting By default public is used The Read Community specified here must match the Read Community of the physical printer This enables the communi cation If they don t match printer and job monitoring will not be possible Please refer to the printer specifications for more information about the Read community a SNMP V3 SNMP V3 introduces a user based security model for authenti cation and privacy services Context refers to the collection of management information accessible by the SNMP entity optional The Authentication password is the password required for the authentication service The Privacy password is the password required for the privacy encryption service optional Please refer to the pri
115. mat The CSV file is a comma separated file It authorizes comments beginning by the character so these lines will not be taking into account while processing the file Each data line has to be formatted like this account_name scan_code A Oc PRISMAsatellite for Office account name can contain commas To ensure that no error occurs while processing the file each comma in the Oc PRISMAsatellite for Office user account must be preceded by a V character The Scan code has to be a number CSV example PRISMAsatellite CSV file start user1 100 user2 101 user3 102 user4 DOMAIN 103 user 5 104 user 6 105 user 7 106 PRISMAsatellite CSV file end Examples a ModifyUser un administrator pw administrator pw user user1 scancode 100 ModifyUser un administrator pw administrator pw user user4 DOMAIN scancode 103 ModifyUser un administrator pw administrator pw user user 5 scancode 104 ModifyUser un administrator pw administrator_pw user user 6 scancode 105 ModifyUser un administrator pw administrator_pw user user 7 scancode 106 ModifyUser un administrator pw administrator_pw csv c PRISMAsatellite csv ModifyUser un administrator pw administrator_pw csv c PRISMAsatellite admin istrator PRISMAsatellite csv How to assign Scan codes to registered users 1 Start the Windows Command line 2 Type ModifyUser 0 eee to start the tool i Note Please refer to the examples abo
116. me they use Oc PRISMAsatellite for Office end users typically select a Location which corresponds to a pool of printers the location Oc PRISMAsatellite for Office uses only printers in that Location when auto routing jobs On large sites creating locations is an important step in configuring Oc PRISMAsatellite for Office Even before you add any locations an Any selection appears in the clients dropdown location list This is because the main device folder is an implied location The name of this location is Any Note You cannot use any of the following characters in the De vice name or Description field lt gt 1 amp Chapter 9 Functional overview 151 Modifying a Printer 152 Tab Connection Description Printer Connection Type a File connection File connections are formatted paths to a server Specify the Output file path This is a file to which the document data is written m Microsoft Windows Networking A Microsoft Windows Networking connection is a printer path on the network You can browse the network for the correct path You must install the printer on the Oc PRISMAsatellite for Office server with the Microsoft Windows 2003 Add Printer Wizard Then add the printer as a new printer in Oc PRIS MAsatellite for Office Complete the printer configuration with Oc PRISMAsatellite for Office Finally add the printer to the Microsoft Window
117. members are defined as LDAP users The LDAP check will allow you to retrieve additional user information based on the Account name from the LDAP server The LDAP server is the local Active directory of the Win dows Domain in which the PRISMAsatellite server is in stalled Apply to all members Option LDAP Users is applied to all group members Apply to future members Option LDAP Users is applied to all group members Present group members are not adapted by option LDAP Users i Note Option LDAP Users is applied on each group member regardless if any group member also be longs to another group Chapter 9 Functional overview 203 Adding a PRISMAsatellite Group Description Print allowed Select this option if you want to allow the users within the group to use the Print service when they use the Oc PRIS MAsatellite for Office client Fax allowed Select this option if you want to allow the users within the group to use the Fax service when they use the Oc PRISMAsatellite for Office client Conversion allowed Select this option if you want to allow the users within the group to use the Convert service when they use the Oc PRISMAsatellite for Office client Members Add Use the Add button to add users to the group Remove Use the Remove button to remove users from the group 204 Chapter 9 Functional overview Importing Windows Groups Importing Windows Grou
118. ms to show in this view Eig Devices E P Input channel EJ User management Jobs Reports 50 Administration console 3 In the upper right pane right click and select New Passthrough Device The Passthrough Configuration dialog will appear 166 Chapter 9 Functional overview Add Passthrough device How to configure a passthrough device 1 Enter a Name and Description for the passthrough device in the General tab E xl Passthrough to VP2070 51 General tab Note Li Characters lt gt amp can not be used in the Name or Description field 2 Click the Connection tab P2070318 PRINT 52 Connection tab 3 Select LPR for Connection type 4 Fill in the Server name Ask the administrator for the correct name 5 Fill in the Queue name Ask the administrator for the correct queue Chapter 9 Functional overview 167 Add Passthrough device 6 Click the Proof button to start the connection test x i Server definition check result Yp2070 318 1 0ce nl has been found in the DNS Port access check result Port access successful 53 Proof result 7 Optional Enable queue monitoring Enter a string in field Empty queue name and define Retry timer With this option enabled Oc PRISMAsatellite for Office writes the Empty queue name string into the print queue It checks the prin
119. n dialog will appear Customer Information 17 Customer Information 7 Fill in the customer information and click Next The Destination Folder dialog will appear f PRISMAsatellite InstallShield Wizard 18 Destination Folder The destination location is the folder where Oc PRISMAsatellite for Office will be in stalled 8 Click Change to change the default installation folder 9 Click Next to continue Chapter 4 Server preparation and installation 51 Installing Oc PRISMAsatellite for Office on the Server The Domain account dialog will appear FE PRISMAsatellite InstallShield Wizard Domain account used by PRISMAsatellite services Please specify a Domain user account used by PRISMAsatellite to access ne shared ressources 19 Domain Account 10 Specify the Windows Domain for example HQVenlo Windows User name for example Psat4Office Windows User password 11 Click Next to continue 12 The Contact information dialog will appear f PRISMAsatellite InstallShield Wizard Contact Information For Web Submission Please insert the contact information visible in the Web submission interface 20 Contact Information 13 Enter the Contact name phone number and Email address of the Oc PRISMAsatellite for Office Administrator 14 Click Next to continue 52 Chapter 4 Server preparation and install
120. new locations via tab Locations of each printer Chapter 9 Functional overview Deleting a Location Deleting a Location Introduction Organizing your printers into locations will help keep end users jobs printing where they are most expected This procedure shows you how to delete an existing location How to delete a location 1 Click Print and Fax Services Devices Locations 2 In the upper right pane select the location you want to delete 3 Right mouse click and select Delete A dialog will appear that allows you to confirm the removal of the selected location 4 Click OK to confirm Chapter 9 Functional overview 163 How to enable printing via passthrough Passthrough printers How to enable printing via passthrough Question How can the passthrough functionality be used Answer Setup of the passthrough functionality requires three steps Setup of the passthrough functionality Stage Description 1 Add Passthrough de Adda passthrough device on Oc PRISMAsatellite for Office vice on page 166 server 2 Adding a Setup the passthrough port This port is actually a spool Passthrough Port on folder The spool folder receives all print data from the page 182 passthrough device 3 Create a passthrough The passthrough proxy is the manufacturer s printer driver proxy on page 172 The passthrough proxy checks the passthrough spool folder
121. nt OF Serice nannaa 96 Pre printed Pres pinte sanering 137 Preferences Preferences isse 101 Preparing for processing Preparing for processing 0 209 Print allowed Print allowed rarere 202 Printing PHU gaits dernede nine 209 Priority Print eaea a As 160 PRISMAarchive PRISMA archive sirene 72 123 Processing Processing aisisvsversessasecdvssasdesserareserasaverdcssureeses 209 Punching Pines ss 137 Index R Raw socket Raw socket w ccccccscccsssccsssecsssscesseceseeee 145 150 Remote control Remote contiol sisisi 38 Remote Port Remote Port seorng 90 Remote submission Remote submission c csccssessesseseeseeseeseees 104 Reports ROPORS ranee SEa 106 Resolution Resolution ccccccccceccesseesesessesscesseesesseeesees 12 63 Restart job Restart JOD cissesscesssesicessosossteaeesssceseneisasen voae0ses 214 Restore DROStORG es ctescessesscs csatsatscestadenteatoptecateaessctorans 107 Resume Passthrough device Resume Passthrough device 1 170 Resume printer Resume printer unsere 158 S Scan SCAM E E Sidiassceetialeass 63 Scan code Sean Cod Gi renees 68 194 Scan profile Scan profile signerede 63 Scan support Scan SUpport aen rar e EEA 63 Scan to file Scan to file ccccscsssssosssssssessesssssssevsceecssecseeves 68 Scanning Scanning ee G 63 Sending to Printer Sending to Printer se sssssssssssssssesissisrissesereseee 209 Server requirements Server requirements s s sssssissessiss
122. nter specifications to know how to obtain the SNMP v3 parameters Note F Please note that after adding a new printer the printer status may indicate Idle Pausing Refresh the list to change the printer status to Idle Chapter 9 Functional overview 149 Modifying a Printer Modifying a Printer Introduction A printer is configured by answering a series of questions about the printer You can change most of the settings of a device after it has been added This procedure shows you how to modify the printer settings How to modify a printer Attention A Right click the printer and select Properties 150 Chapter 9 Functional overview Modifying a Printer Configure printer Tab Description General Device name Use a unique printer name here Description This could be a physical location the workgroup using it or any other identifying features Allowed color types Define the printer s color printing capabilities by selecting the ap propriate checkbox Print banner page Select this option if you want the printer to print a banner page before each print job Page thresholds To define a printer s page thresholds check the box and enter the printer s minimum and maximum page thresholds Jobs over the page threshold will be printed on a printer with a higher threshold Enable Intelligent Routing Oc PRISMAsatellite for Office intelligently routes jobs based on their requirements The first ti
123. office building This physical space is occupied by one or more logical groups of users Each group of users utilizes a small group of printers As it turns out it doesn t matter whether your company consists of 100 or 20 000 em ployees or whether your company occupies a single floor of an office building or 10 office buildings the employees can always be broken down into small groups of users that use small groups of printers 16 Chapter 3 Site planning Small Company Example Small Company Example Introduction Let s look at a small company with 100 employees occupying an entire floor of an office building Physically the office space is divided into four areas one for each department a Administration Sales Marketing Engineering Small company Each department consists of approximately 25 individuals 4 small printers and 1 midrange printer in each department There is also a high volume printer and a large color printer centrally located on the office floor used by all departments as shown in the following drawings Chapter 3 Site planning 17 Small Company Example 18 ADMINISTRATION i SALES i m HP 2300L gt i i Sales I HP 2300L l Sales I i Oc CS170 220 i n _ R23 Sales 4 I I I ENGINEERING MARKETING Chapter 3 Site planning Small Company Example ADMINISTATION I n 7 B l I HP 2300L HP 2300L Admin03 Admin01
124. ogram Files Oce PRISMAsatellite Accounting Report ReportTool Accounting Tool exe trace Chapter 5 Server Configuration Chapter 6 Windows client installa tion Installing the Oc PRISMAsatellite for Office Driver Manually Installing the Oc PRISMAsatellite for Office Driver Manually How to install the Oc PRISMAsatellite for Office driver manually 1 Click Install exe to start the installation process The Language selection dialog will appear Setup taal kiezen x em Selecteer de taal voor deze installatie uit de onderstaande hjst English United States 26 Language Selection 2 Select the language from the drop down list and click OK The Welcome to the InstallShield wizard dialog will appear xl Welcome to the InstallShield Wizard for PRISMAsatellite Client The InstallShield R Wizard will install PRISMAsatellite Client on your computer To continue click Next WARNING This program is protected by copyright law and international treaties 27 Welcome to the InstallShield Wizard 3 Click Next to continue 96 Chapter 6 Windows client installation Installing the Oc PRISMAsatellite for Office Driver Manually The License agreement dialog will appear f PRISMAsatellite Client InstallShield Wizard License Agreement Please read the following license agreement carefully IMPORTANT READ CAREFULLY THIS END USER LICENSE AGREEMENT AGREE
125. olders Hot Folders Introduction i Hot folders ports are set up to monitor specific directories folders looking for Oc PRISMAsatellite for Office compatible JDF files They are used when the input to Oc PRISMAsatellite for Office is file based Note In case of errors with Hot folders please consult the Event viewer How to use Hot folders 176 Hot folders receive two kind of documents for each request with special naming conven tions AJDF ticket of type Product node It should comply with the Oc Product Node Intent specification The JDF ticket must have the same name as the document data suffixed by jdf The document data Note You are advised to drop the document first and then the JDF ticket Within a certain time 20 sec the combination of files should be available in the Hot folder If not the file is removed from the Hot folder Each Hot folder can handle one JDF request ticket and document at the same time Note When files are removed from a Hot folder this is logged in the Event log Chapter 9 Functional overview Adding a Hot Folder Adding a Hot Folder Introduction Hot folders ports are set up to monitor specific directories folders looking for JDF print jobs They are used when the input to Oc PRISMAsatellite for Office is file based How to add a Hot folder 1 Click Input Channels Hot Folders 2 In the upper right pane right click and
126. ou make changes to the Finishing costs and prices Click Next to continue The Edit Media costs and prices dialog will appear If necessary change the current Media costs and prices Note Please make sure that you use the Next button to continue when you make changes to the Media costs and prices Click Next to continue The Edit Printer costs and prices dialog will appear If necessary change the current Printer costs and prices Note Please make sure that you use the Next button to continue when you make changes to the Printer costs and prices Click Next to continue The Save Costs File dialog will appear You can save the configured costs and pricing settings in the same file as the Accounting information or save it using a separated file Use the Save Costs File as to save the costs and pricing settings in a separated file Click Next to continue The Completing dialog will appear and shows the general report settings Click Details to get an overview of the report details Chapter 5 Server Configuration 93 Using the Oc PRISMAsatellite for Office Accounting Report Wizard 94 26 Click Finish to complete the Oc PRISMAsatellite for Office Accounting Query Wizard The requested report will appear 27 Click ae pedicles report as to save the report csv file to a folder Se ca Yen ont Famat Tous ata Window Heb Aroha OSE GRY SRB 0 0 SS 54H T
127. overview Export devices configuration Printers Export devices configuration Introduction The Export configuration option allows you to export the Devices configuration into an XML format file How to export the devices configuration 1 Click Print and Fax Services 2 Right click Devices 3 Click All tasks Export configuration A dialog will appear that allows you to select a location in which to store the XML file 4 Select a location and click Open The specified Devices configuration will be exported to a file Chapter 9 Functional overview 143 Printers Printers Introduction Printers are defined as any peripheral that can accept output and distribute a document Examples of distribution are printing and faxing Thus printers and fax machines are considered Oc PRISMAsatellite for Office printers Printers Printers are displayed in the system tree under the Devices icon Printer types are distin guished by their icon The steps for adding printers vary depending upon the type of printer you wish to add Certain printers such as multi functional printers are used in special circumstances Printer states The indicated printer status depends on the m Physical printer state a Physical printer activity a Logical Oc PRISMAsatellite for Office printer state a Logical Oc PRISMAsatellite for Office printer availability based on a Pause Resume action
128. ps Introduction You can import Windows groups available within a domain All users that are within the imported Windows groups will be added to the Oc PRISMAsatellite for Office configuration How to import Windows groups 1 Click User Management Groups 2 In the upper right pane right mouse click and select Adding Windows Group The Windows Groups Import dialog will appear 3 Select the Domain from the drop down list 4 The Checking Names button allows you to check the groups within the Windows Groups field 5 Click Browse to start the Windows Groups dialog 6 Select the groups you want to import and click Add The groups will be added to the Windows Groups Import dialog 7 Use checkbox LDAP Users to specify if the group members are defined as LDAP users The LDAP check will allow you to retrieve additional user information based on the Account name from the LDAP server The LDAP server is the local Active directory of the Windows Domain in which the PRISMAsatellite server is installed Select Apply to future members to apply option LDAP Users to all group members Select Apply to future members to apply option LDAP Users to all group members Present group members are not adapted by option LDAP Users ig o 10 Use the check boxes to specify if members of that group are allowed to use the Print Fax and or Convert option 11
129. ques Flamand Job _0a1bfe30 3ec2 401b 937f 1 1F39dS7dbot 16 11 2004 8 09 16 11 2004 8 09 bhu OR Bert Huxg Job _0a3a6e3b 165b 4d62 bda2 76d65356da9e 16 11 2004 9 58 16 11 2004 9 58 jpcPOR Patrick Jacobs 19 Jo _0b87eaSf c9ed 47d1 a2de Gebd74cSb2be 16 11 2004 13 14 16 11 2004 13 14 ids Ost ksposl 29 cb 9 Obeetecc 03fb 470c bd76 10c081FE3 3e 17 11 2004 14 28 17 11 2004 14 28 ipcPOR Patrick Jacobs 21 Job_0d29aac3 9581 4ad4 acc 1 c9623cdabF c 12 11 2004 14 56 12 11 2004 14 56 jpcPOR Patrick Jacobs 22 Job_0d6773d4 f4d3 4413 abb 1le82Scfd202b 15 11 2004 12 45 15 11 2004 12 45 ipopost Patrick Jacobs 23 Job _0472b930 7345 4463 bfb8 7f045b61430e 16 11 2004 15 45 16 11 2004 15 46 jpc OS Patrick Jacobs 24 Job_Oe3eSbad bbb9 40cb 6314 246cS559608S 15 11 2004 10 35 15 11 2004 10 35 phios Philippe Dumont 25 Job_Oefccl 16 8711 4685 879 e36d27986e 90 16 11 2004 16 28 16 11 2004 16 28 Aa OSL Jacques Flamand G Job_0fdcS009 68b2 41d4 92Se atabeb620cd8 17 11 2004 8 26 17 11 2004 8 26 Foo OSt Fabian Bonsfede Job 0fe82ea4 6574 4802 9520 b738656d20d 17 11 2004 13 58 17 11 2004 13 58 ids pOSL kspos 28 3 Job 10630881 1256 49f5 91 4 07S2cebebdfe 17 11 2004 14 50 17 11 2004 14 50 phios Dumont i i 15 11 2004 12 13 goos 29 J Job 10 e770s 96 1f 4d3s b0Se sc3435026 4 15 11 2004 iz 12 Ready a FF 25 Accounting report example Note To create a trace file when you create an Accounting Report Wizard use the trace op tion C Pr
130. r Chapter 9 Functional overview 173 Create a passthrough proxy 174 Click Next The Name Your Printer dialog appears Add Printer Wizard Name Your Printer y You must assign a name to this printer gt Type a name for this printer Because some programs do not support printer and server name combinations of more than 31 characters it is best to keep the name as short as possible Printer name Oce VarioPrint 2070 PS Do you want to use this printer as the default printer F Yes No 58 Name Your Printer Give a Printer name to identify this specific printer driver on Oc PRISMAsatellite for Office driver Do NOT use this printer as your default printer Click Next The Printer Sharing dialog appears Add Printer Wizard Printer Sharing You can share this printer with other network users i IF you want to share this printer you must provide a share name You can use the suggested name or type a new one The share name will be visible to other network users Do not share this printer Share name vP2070 59 Printer Sharing Share a printer The Share name is the name for this printer on the Oc PRISMAsatellite for Office server Click Next The Location and Comment dialog appears Optionally you can enter a Location and a Comment Click Next The Print Test Page dialog appears Do not print a test page Click Next
131. r A user is inactive when he she exits the Oc PRISMAsatellite for Office driver An active user is disconnected from the server by Oc PRISMAsatellite for Office when the end user has not submitted a job for 12 hours Chapter 9 Functional overview Specifying the Job Settings Specifying the Job Settings Introduction The Jobs tab allows you to specify which options are available for Oc PRISMAsatellite for Office client users The available options are Print Fax Conversion and Intelligent routing You can also specify the amount of business days that you want completed jobs to be saved on the Oc PRISMAsatellite for Office server Note F Please note that changing this option will not affect existing jobs but will be used for new jobs How to specify the Jobs settings 1 Right mouse click the Oc PRISMAsatellite for Office server in the tree section 2 Click and Properties select the Jobs tab 3 Select the checkboxes of the options you want to be available for Oc PRISMAsatellite for Office client users 4 The Allow intelligent routing option allows you to enable or disable intelligent routing Note F When you select this option Oc PRISMAsatellite for Office will determine what the best printer is to process the job This option will add the Best fit option to the Printer setting of the Oc PRISMAsatellite for Office driver When you de select this option
132. r POPE ltieS cccccesccccccecececeeeeeeeeeeeseesseeesceceeaueeeeauseeeeceeeeeeeseeeeeeeess 116 Configure server PLOPEIti S ccccccccceeceeesscesseesessenssnseeeseeeeeeeeeeees 116 Contents General SettingS ccccccccecccsceeceeeeeeceeeeeeeeeeeaaeeeeseesaeaeeeeeeeeseeaeeenees 117 LICENSE Settings srera aaae a a aA aa 118 Specifying the Job SettinGS ceeeeccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeenneeeeeees 119 Specifying the Document SettingS s ssseessssssssrssssernrnnssrnnnnsern ns 120 Specify the Email SettinGS ccccccccccccceeceeeesceesssesssssnscseeeaneeeeeeees 121 Specify the Synchronize settings rr 122 Specify the Services settings ssseeeeererrrererrre rr r nn enn nnen 123 Specifying the Client Settings ssseseeeererrre enn ennen rn rn nnen 125 Export the complete configuration esserne 135 Print and Fax Services u u dssseerere renerne bre ELLLER 136 Media esnada FEE cece a TESS ee ante cece eee 136 NCGS csc oes cece ents DE cca dade A A SEER RE SR ves Glen Soe eciedeege one 136 Add Media iisccesctscseinacesistesertewivecgicasdicasnsdeteeetiledessieedaveatibesestveeees 137 Modify MG altenis ccsacsesssachiwene o eaa ananin a aa edap a A banana 139 Deleting Med lasiscisiies ceca ae elena 140 Export the media CONFIQUIatiON ccceceeeeeeeeeeeeteeeeeeeeteeeeeaeee 141 Import the Media CONFIgUIatiON ccceeeeeeeeeeeeeeeeteeeeeeeeeeeee 142 PPUALG S225 ce Ss cect ee
133. re received faxes as files When fax devices are selected as output devices files are sent through the system to another fax machine or computer with a fax card Fax Distribution is included in Oc PRISMAsatellite for Office It allows the client workstation to access fax output functions from the Oc PRISMAsatellite for Office driver interface and allows fax modems to be defined as fax output devices on the Oc PRISMAsatellite for Office server Fax distribution provides the following features a Single and broadcast faxing m Fax transmissions in normal and fine modes a Time and date scheduling m Supports a wide range of fax modems including 1 0 2 and 2 0 Class modems and various multifunction devices m Automatic generation of fax cover pages To be able to receive scanned images from your Oc printers you need to configure the FTP service How to install the Windows 2003 fax service 44 1 Click Start Settings Control Panel 2 Click Add or remove programs Chapter 4 Server preparation and installation Install the Windows 2003 fax and FTP service 3 Click Add remove Windows components f windows Server 2003 Hotfix KB 824141 19 Windows Server 2003 Hotfix KB 825119 15 Windows Server 2003 Hotfix KB 828035 f Windows Server 2003 Hotfix KB 828741 13 windows Server 2003 Hotfix KB 832894 1B windows Server 2003 Hotfix KB 835732 13 Windows Server 2003 Hotfix KB 837001 ix
134. rent folder Install PRISMAsatellite Client to C Program Files Oce PRISMAsatellite Clienti Change Installshield 32 Destination folder Dialog 15 If you want to change the default destination folder use the Change button 16 Click Next to continue Chapter 6 Windows client installation 99 Installing the Oc PRISMAsatellite for Office Driver Manually The Ready to install the program dialog will appear x Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation Tf you want to review or change any of your installation settings click Back Click Cancel to exit the wizard Installshield 33 Ready to install the program Dialog 17 Click Install to start copying files to your client PC After installation InstallShield wizard completed dialog will appear f PRISMAsatellite Client InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed PRISMAsatellite Client Click Finish to exit the wizard 7 Launch PRISMAsatellite Cent 34 InstallShield Wizard Completed Dialog 18 Select Launch PRISMAsatellite client to start the client software 19 Click Finish 100 Chapter 6 Windows client installation Configure the Oc PRISMAsatellite for Office driver Configure the Oc PRISMAsatellite for Office driver Introduction
135. ronic document strategies it is possible to send information virtually any where in the world according to any output characteristics they desire Oc PS Conversion Clients f Personal Printing Oc PS Server 4 Scan to File Workgroup Printing Oc PRISMAsatellite for Office is a valuable tool for your organization because it 8 Chapter 1 Overview What is Oc PRISMAsatellite for Office m Integrates key technology components that are necessary to implement an effective electronic document strategy m Provides support for Oc printers and non Oc printers while accommodating current and future software and hardware system changes m Resolves the problems of output complexity and control that are often associated with other electronic document strategies Promotes a unified corporate document output strategy Makes previously unavailable printing costs visible Business Environments for Oc PRISMAsatellite for Office Oc PRISMAsatellite for Office provides guaranteed cost savings because of its smarter way of printing and its universal printing approach This approach to printing allows access to both Oc and non Oc devices and to color and black and white devices Departmental networks within a large organization or a complete network in a small or ganization have varied printing needs that make it difficult to justify the purchase of multifunction copier printers or durable high speed printers Oc
136. s OH Media Eig Devices Printers f Locations a Passthrough E Input channel r There are no items to show in this view E E User management Jobs Reports 61 Add a passthrough port 3 Right click Passthrough Select Domain Passthrough Port The Passthrough Port Configuration dialog box appears RII i x Path C spool passthrough 62 Passthrough port configuration 182 Chapter 9 Functional overview Adding a Passthrough Port Use the Browse button to select the passthrough folder For example c spool passthrough Click the drop down box Name to select a User Account Note This User Account is used for accounting and job tracking purposes Click the drop down box Printer to select the passthrough printer for this passthrough port Note Add a passthrough printer see Add Passthrough device on page 166 Click OK to confirm the changes Continue with Create a passthrough proxy on page 172 Chapter 9 Functional overview 183 Enabling a Passthrough Port Enabling a Passthrough Port Introduction Passthrough ports are used by passthrough devices This allows you to support the native printer drivers You can enable a specific passthrough port or enable all passthrough ports How to enable a passthrough port 1 Click Input Channels Passthrough 2 Select the passthrough port in the upper right pan
137. s 2003 system a LPR Enter the name or network address of the server and the queue name on that server If you want to Enable queue monitoring from the Oc PRIS MAsatellite for Office server enter an Empty queue name string that Oc PRISMAsatellite for Office can check Define the inter val for checking the queue for this string in the Retry timer For instance if you enter the string no entries Oc PRIS MAsatellite for Office will write the string into the empty Queue As jobs are added to the Queue the string is pushed to the bot tom If there are no jobs the string is at the top and when Oc PRISMAsatellite for Office monitors the Queue the string is found signifying the Queue is empty You can check the Queue monitoring string Use the command prompt and type lpq S ip of device P print Use the Proof button to check if the specified connection is valid and active m Raw Socket Enter the name or network address of the server and the port number on the server Chapter 9 Functional overview Modifying a Printer Tab Media Description Oc PRISMAsatellite for Office uses Media settings to auto route jobs to printers with specific media types configured For instance a printer with company letterhead will be used when letterhead is selected on a job ticket Media is set individually on each printer You must fill out the Media tab or the printer will not accept jobs Oc PRISMAsa
138. s This will remove the users current default template For the selected group the current default template will be replaced by the factory template Apply the factory template to all users Allows you to apply the factory template to the default template for all users This will remove the users current default template the current default template will be replaced by the factory template m Apply a work template as specialized template to all users Allows you to add a work template to the list of specialized templates for all users a Delete all specialized templates of all users Allows you to delete all specialized templates of all users Menu bar The File menu bar allows you to add open and configure a work template open the Configuration dialog select a Point of Services and exit the application Click the Help menu to open the help file or open the About dialog Chapter 5 Server Configuration The Oc PRISMAsatellite for Office template editor console Status bar The status bar shows the current status of the Oc PRISMAsatellite for Office template editor It also shows the server that you are connected to Chapter 5 Server Configuration 85 Specific Hot Folders Issues Create additional Input Channels Specific Hot Folders Issues Hot folders issues 86 Hot folders ports are set up to monitor specific directories folders looking for Oc PRISMAsatellite for Office compat
139. s pre config ured Media types can include standard paper card stock transparencies colored paper and photographic paper In addition media types can come in one of several standard or custom sizes If you have standard forms that you use to print on you can also enter the form name as a media type Media types Media types are entered into Oc PRISMAsatellite for Office by name and characteristics Media configured in Oc PRISMAsatellite for Office must match what is really in the printers or the jobs will not print correctly After you enter a media type it appears on the Media tab of the Printer configuration dialog and can be assigned to a printer The media types also appear on the Oc PRISMAsatellite for Office driver and can be selected by users 136 Chapter 9 Functional overview Add Media Add Media Introduction A media type is any media that jobs can be printed on Oc PRISMAsatellite for Office is shipped with various common media types pre config ured Media types can include standard paper card stock transparencies colored paper and photographic paper In addition media types can come in one of several standard or custom sizes If you have standard forms that you use to print on you can also enter the form name as a media type This procedure shows you how to add media How to add Media 1 Click Print and Fax Services Media 2 In the upper right pane right click and select New Me
140. sacessatstiveizeses 139 Modify printer Modify printer series 150 N Needs attention Needs attention ccccsccssessessesscssesscseesecseees 209 Network Administrator Network Administrator cccccccceseseeesseeeees 48 New passwords New passwords ccccsceseseseseseseseseeeeeseseees 194 O Oc Doc Works Oc Doc Works ccccccsccsceseessessessesseseesseseeeeees 74 Oc Intra Logic Oc Intra LO gic ss 123 OCR OGR erimesi i ea 123 Office scan folder Office scan folder 188 189 190 191 Office Scanning Office Scaner R EER 187 Office scanning Office Cannings ceai eR 175 220 Old password Old passwords cssceccssconssessescaratereisarveastertreters 194 P Page thresholds Page thresholds isokern 145 150 Panes PANES od csscessssceaseis sascge ves snesc tdestonsaneseveateavesisesses 84 Passthrough Passthro gh sonrasi aaa 165 Passthrough device Passthrough device u sssscsesrrerreee 165 166 Passthrough port add Passthrough port add sssssserrrsrrsrnees 182 Passthrough ports Passthrough ports se sssssssssessesssssssessesses 175 181 Password Password ssissssoversvstissesssransssteratosssseabecdestarsesss 194 Pause Passthrough device Pause Passthrough device 1 169 Pause printer Pause printet oases aan eds 158 Personal document space Personal document space ssssssssrrsrrerreee 71 Plan installation Plan installations 16 Point of Service Po
141. secceeeeeeeeeeeceeeeeeeaaeeeeeeeecaaeeeeeeeneseaeeeeeees 62 Native Fax Support on the Oc PRISMAsatellite for Office Server 62 Configure Scan SOrviCeS ceeceecceeeeeeeeeeeeeeeeeeeeaaeeeeeeeeeaaaeeeeeeeseneaeeeeeens 63 Configure Scan SUpPPoOlrt ccccccsssccssssceeceeeeeeeeeeeseeeeseeesssssssseneeeeeees 63 Assign Scan Codes to registered Users ere 65 Contents Use the Oc PRISMAsatellite for Office Scan to file features 68 Chapter 5 Server Configuration ere 69 OM ENE A E A era Er E A 70 Configure server system properties ternene 71 Configure the personal document space sees rn 71 Configuring Archiving sssseeeee erne reen 72 Create and populate device lOCAatiONS cccccccssssssssssseseeeeeeeeeeeeeeeeeeees 73 Configuring and Testing Locations and Printers 73 Configure advanced features seeren erne 74 Creating a Link to Oc Doc WOFKS ccccceeeeeseseseenstnsnsseeeeeeeeeeeeeeess 74 The Oc PRISMAsatellite for Office template editor console 84 Create additional Input Channels cccccsscessesssessseesseeeeeeeeeeeeeeeees 86 Specific Hot Folders ISSUCS ccccssssseeeeeeeceeeeeceeeeeaaeeeaeesseeeees 86 User Manageme n cssccsssssnnssseeeneeceeeceeeeeeeeeesseesseesseseeeaueeeeauseseeseeeeess 87 Suggested Approach cccssccssccccsscceceeeeeceseeesceesseeesssenssenessnseeeeeeees 87 MVS ON SEERE ceases ta cect A P sea exten eeccn E 88 Linking
142. ses The User account is also used to complete job settings information for accounting records and banner page contents The User account is used to determine the access to the Personal Document Space user intent templates and modifications of the user preferences The Administrator s User account allows system configuration User accounts can used to restrict the offered type of services Print Fax PDF conversion but you are advised to use Groups for this User accounts can also used to restrict specific devices and features For instance a user account may restrict users from using certain high quality color printers The following types of users can be defined 1 Imported MS Windows groups users local 2 Oc PRISMAsatellite for Office local users mandatory Oc PRISMAsatellite for Office driver users 3 Domain users advised Chapter 9 Functional overview 193 Add an Oc PRISMAsatellite for Office user Add an Oc PRISMAsatellite for Office user Introduction i You create User accounts for each user that sends jobs through Oc PRISMAsatellite for Office The following types of users can be defined 1 Imported MS Windows groups users local 2 Oc PRISMAsatellite for Office local users mandatory for Oc PRISMAsatellite for Office driver users 3 Domain users advised The procedure shows you how to add an Oc PRISMAsatellite for Office user Note Oc PRISMAsat
143. side of the Sales lo cation As it turns out people like their small jobs to be printed nearby Users are willing to walk a little farther to pick up their medium sized print jobs if the printer is faster and has more capabilities And for large jobs people are willing to walk even farther to get their print jobs in minutes instead of hours To complete the small company example installation each of the three remaining loca tions departments would be configured in the same way Chapter 3 Site planning Large Company Example Large Company Example Introduction Large companies are handled in the same way as small companies Let s say the accounting department of a company occupies the 4th floor of an office building The accounting department consists of 100 employees and 27 physical printers Just as in the small com pany example you might divide the workspace into four areas locations m 4th Floor North 4th Floor East 4th Floor South 4th Floor West Chapter 3 Site planning 23 Large Company Example 24 4th Floor North 4th Floor East HP 2300L I l I l l I I HP 2300L 4thFloorNorth 4thFloorNorth I l ae I I l l l l l Oc CS170 220 HP 2300L 4thFloorNorth 4thFloorNorth SS HP 2300L 4thFloorNorth mI mm ED ches amS a aa ee Fra 1 kd ore CPS900 VP 2070 Pe 4th Floor West 4th Floor South Chapter 3 Site planning Large Company
144. ssrsersnsnee 216 Hot folder add Hot folder add c cccecccesscesscesessseesseesseesseeees 177 Hot folder delete Hot folder delete ccccececsesecseeseesseesseeees 180 Hot folder disable Hot folder disable cccccecccesecssseseesseeeseeees 179 Hot folder enable Hot folder enable ccccecesessessessesseseeneeee 178 Hot folders Hot folders ssssissssssicsrsississssorssessesrssissse 175 176 I Import media configuration Import media configuration ce 142 Import Windows groups Import Windows groups 1 89 205 Import Windows users Import Windows users 1 89 197 Input channel loput channel les died 177 Install ns 2 sts desseebssevszieacsesctievediessdstevaesdecsessesnseate 48 Install driver Install driver aanerer aR 96 Install Internet Information Server Install Internet Information Server 39 Install overview Install overview cccceccecscecesssesseesseesseeeeeseeees 36 Intel Pentium Intel Panties 12 J Job settings JOb Settings rain oaea 119 Jobs JODS nr 209 L Large company Large COMPADY siseses aniria 23 LDAP EDAP rencanane nunana 111 LDAP Configuration LDAP Configuration sssssssssessesieseriereereereen 111 LDAP synchronization LDAP synchronization 122 LDAP user LDAP USN pirer saar EE R EEN 194 LDAP users LDAP users scescsscsscsscsscsscsscessessensensensens 205 License LICENSE sussie iiaiai 118 License agreement License agreement ssnsti 96 Li
145. t to process your document 104 Chapter 6 Windows client installation Chapter 7 Maintenance Reports Reports Introduction The Reports section allows you to generate and save Oc PRISMAsatellite for Office reports Jlite Administrator PRISMAs PRISMAsatelite Administration administrator dab Print and Fax Services PRISMAsatellite Configuration Report Media E iad Devices 8 24 2004 2 05 15 AM EP Input Channel e Hot Folder Passthrough Sir Properties E g User Management E Users 39 Groups Product Name PRISMAsatellite A Jobs Product Version v21 0 J Reporting Product Language emus sane SMTP Server localhost naw Print Service F Fui Repoet Fax Service F POF Service F Completed Jobs E amp Number Of Business Days 5 License License Type NER Expiration Date 12 1 2005 12 00 00 AM Maximum Threshold 0 Flavour Office Pro Intelligent Routing License Activated F DocumentManager Service 35 Reports You can use the reports to n a Backup your Oc PRISMAsatellite for Office system configuration on paper or file a Diagnose the Oc PRISMAsatellite for Office system in case of problems a Send it to Oc for product support Types of reports The following reports are available Media Devices User management Full report 106 Chapter 7 Maintenance Backing Up and Restoring the Server Configuration Backing Up and Restoring the Server Configura
146. t mouse click Oc PRISMAsatellite for Office Accounting in the tree section Click Properties The Accounting Server Properties dialog will appear Remoting Port The Remoting Port shows the port number on the server to which the Accounting in formation is sent to and from which the server is listening to The value is 9347 you can not modify this setting 90 Chapter 5 Server Configuration Configuring Oc PRISMAsatellite for Office Accounting 6 Select the Database Exchange The Database Exchange field specifies the period after which an automatic database ex change will be processed Possible values are Daily Weekly default and Monthly After a database exchange the old database will still be available on the server Note To force a database exchange use the Database Exchange option from the Oc PRIS MAsatellite for Office Accounting server menu 7 To enable tracing on the Oc PRISMAsatellite for Office Accounting server select Record in Trace File Note All Oc PRISMAsatellite for Office Accounting files will be located in the OceAccount ing folder of the Oc PRISMAsatellite for Office installation path Chapter 5 Server Configuration 91 Using the Oc PRISMAsatellite for Office Accounting Report Wizard Using the Oc PRISMAsatellite for Office Accounting Report Wizard Introduction Oc PRISMAsatellite for Office Accounting is a feature of
147. t pane select the Media 3 Right mouse click and select Delete A dialog will appear that allows you to confirm the removal of the selected Media 4 Click OK to confirm 140 Chapter 9 Functional overview Export the media configuration Export the media configuration Introduction The Export configuration option allows you to export the Media configuration into an XML format file How to export the configuration 1 Click Print and Fax Services 2 Right click Media 3 Click All tasks Export configuration A dialog will appear that allows you to select a location in which to store the XML file 4 Select a location and click Open The specified Media configuration will be exported to a file Chapter 9 Functional overview 141 Import the media configuration Import the media configuration Introduction The Import configuration option allows you to import Media definitions from an XML file Only new media is imported The XML file format for import must be equal to an XML file generated with an Export configuration action How to import the configuration 1 Click Print and Fax Services Right click Media 3 Click All tasks Export configuration A dialog appears that allows you to browse to the XML file 4 Select the XML file and click Open Only new Media is imported in Oc PRISMAsatellite for Office P 142 Chapter 9 Functional
148. t queue every Retry timer Seconds As jobs are added to the queue the string is pushed to the bottom If there are no jobs the string is at the top When Oc PRISMAsatellite for Office checks the queue the string is found This indicates that the queue is empty 8 Click OK to confirm the changes 9 Continue with Adding a Passthrough Port on page 182 168 Chapter 9 Functional overview Pausing a Passthrough Device Pausing a Passthrough Device Introduction If you have added and configured a passthrough device you can pause and resume the device This procedure shows you how to pause a passthrough device How to pause a passthrough device 1 Click Print and Fax Services Devices Passthrough 2 In the upper right pane select the passthrough device 3 Right mouse click and select Pause Chapter 9 Functional overview 169 Resuming a Passthrough Device Resuming a Passthrough Device Introduction If you have added and configured a passthrough device you can pause and resume the device This procedure shows you how to resume a paused passthrough device How to resume a passthrough device 1 Click Print and Fax Services Devices Passthrough 2 In the upper right pane select the passthrough device 3 Right mouse click and select Resume 170 Chapter 9 Functional overview Deleting a Passthrough Device Deleting a Passthrough Device Introduction If you
149. t use Acrobat Reader 7 0 5 or higher Apple Macintosh m Mac OS 10 2 10 3 10 4 Terminal Services a MS Windows Terminal Services m Citrix Note Li Screen resolution at least 800 600 1024 748 or more is preferred Chapter 2 Server and clients 13 Client Requirements 14 Chapter 2 Server and clients Chapter 3 Site planning Overview Overview Introduction This chapter provides information to help you plan a successful installation of a Oc PRISMAsatellite for Office server This chapter contains m An example of a small company installation m An example of a large corporate installation i Note The actual installation steps are presented later in this documentation Plan the installation Oc PRISMAsatellite for Office is designed to support departmental workgroup printing at the office level This environment is characterized as follows Environments Environment Description Multiple workgroups Each workgroup has its own set of printers No operator The Oc PRISMAsatellite for Office server is responsible for intelligently auto routing jobs to the best fit printer Multiple locations To prevent print jobs from being auto routed an unreason able distance from the end user the printers for each workgroup are organized into centrally located Areas An office environment usually consists of some sort of physical space such as an office building or a floor of an
150. t you set up locations containing printers of different capabilities as well as back up printers to allow Oc PRISMAsatellite for Office a lot of choices for auto routing jobs Locations can also be used to keep printing on one site rather than using the best fit printer that may be located on another site How to add a location 1 Click Print and Fax Services Devices Locations 2 In the upper right pane right mouse click and select New Location The Location Configuration dialog will appear 3 Enter the location Name and Description Note i You cannot use any of the following characters in the Name or Description field gt lt gt I12 amp 4 Use the Add button to add Devices to the location Note i For each device within a location you can specify the priority for that device within the selected location When Intelligent Routing is enabled on your Oc PRISMAsatellite for Office server this priority setting is taken into account when the device is selected to handle the sub mitted job By default priority level 4 Average is used 5 Use the Remove button to remove a selected device from a location 6 Click OK to confirm the changes 160 Chapter 9 Functional overview Modifying a Location Modifying a Location Introduction Organizing your printers into locations will help keep end users jobs printing where they ar
151. te for Office server in the tree section Click Properties and select the System tab Specify the IP address of the SMTP server Specify the user name and password to log on to the SMTP server Specify an Administrator Email address that will be used in the From field of the Email Click OK to save the changes that you have made Click User Management Users Right mouse click the user that you specified in step 5 Click the Details tab and specify the Email address that you used in step 5 Chapter 9 Functional overview 121 Specify the Synchronize settings Specify the Synchronize settings Introduction The Synchronize tab allows you to define the synchronization frequency for LDAP at tributes and Windows Groups members The users and groups imported from Windows domains are periodically synchronized with the available Windows information The user attributes are periodically synchronized if an LDAP server is used Specify the Synchronize settings 122 Setting Synchronize n Frequency Chapter 9 Functional overview Description Define if you want to synchronize Define if you want to synchronize Hourly m Weekly 1 Define the synchronization settings Synchronize Windows Groups members The configuration of the Windows Groups is synchro nized LDAP attributes The LDAP attributes are synchronized Both Both the Windows Groups and t
152. tel lite for Office driver Select one of the following field types m TextBox Single line A simple single line text entry field TextBox Multi line A simple multi line text entry field ComboBox Fixed list A single line text field with a drop down selection list ComboBox Editable A single line text entry field with a drop down selection list BrowseBox Fixed list A single line text field with a browse button The browse dialog allows searching and filtering of large list of values BrowseBox Editable A single line text entry field with a browse button The browse dialog allows searching and filtering of large list of values You can specify a field as Required This means that the end user has to fill in this field before the job can be submitted The Validated against ODBC data source option will enforce the user to enter a value that can be found in an Open Database Connectivity ODBC data source To identify how the server validates the value a Data Source Name DSN or an ODBC driver and an SQL Command are required If the SQL command returns a non empty table the value is valid To allow the SQL command to validate the value substitution placeholders are provided The placeholders take the form psat _ where _ is one of the letters substitution IDs described below Note that any of the substitutions can appear in the validation of any of the Custom fields Chapter 9 Func
153. tellite for Office will pull media according to this tray configuration To mount media in the printer m Select a media type from the drop down list for each tray m Ifthere is a multi purpose or manual feed tray use the Input Channels button to add the types of media Note i To avoid paper jams and misfeeds the media configured must be within the printer s capabilities Refer to your printer manual for allowed media types and sizes Access Locations Typically the allowed user groups or users setting restricts the use of a printer to one or a group of persons For example if printer is used exclusively by one person or you want to secure access to a group of users add that person s user ac count resp group as the Allowed Users You always have the oppor tunity to remove a user or user group from the list Note By default the access is given to the users within the Users group The System Administrator can assign a printer to a previously de fined location Click button Add to get the list of locations You can assign the printer priority directly from the list of locations Chapter 9 Functional overview 153 Modifying a Printer Tab Description Printer specific This printer specific tab allows additional configuration options for the printer SNMP Oc PRISMAsatellite for Office uses the SNMP protocol to gather specific printer information If the printer supports this S
154. tered a valid combination of values for the Client and Case fields the user will be prompted to make corrections Please use the following procedure to create this type of number Data sources are often databases such as Microsoft Access mdb files or Microsoft SQL Servers In this example an MS Access database is used The database contains a table with the list of Client number and names and a table with the list of Case numbers and names for each client E Microsoft Access Relationships E DK mG fle Edit View Relationsnips Toos Wncow Helo 36 Relationships Chapter 9 Functional overview 127 Specifying the Client Settings 128 2 Define an ODBC Data Source Name DSN for the data source ODBC Microsoft Access Setup Data Source Name ClientMatter Test OK Description Access database for PSat Client Matter example Cancel Database Database CATempiPSatClientMatter mdb Help Selec Create Repair Compact SES Advanced System Database None C Database Fr Options gt gt 37 ODBC Data Source Name The Data Sources ODBC administrative tool is used to define a DSN The DSN hides the details of the location and type of the data source Note Please make sure that the directory that contains the custom fields databases needs to be accessible to the local user NETWORK SERVICE Define the Client Number custom field The Client Number field is defined as type Browse
155. the Email address that you used in step 5 How to specify the Email settings V2 0 PReyareye ps Right mouse click the Oc PRISMAsatellite for Office server in the tree section Click Properties and select the System tab Specify the IP address of the SMTP server Specify the user name and password to log on to the SMTP server Specify an Administrator Email address that will be used in the From field of the Email Click OK to save the changes that you have made Click User Management Users Right mouse click the user that you specified in step 5 Click the Details tab and specify the Email address that you used in step 5 Chapter 4 Server preparation and installation 61 Native Fax Support on the Oc PRISMAsatellite for Office Server Configure Fax services Native Fax Support on the Oc PRISMAsatellite for Office Server Fax support Oc PRISMAsatellite for Office is supporting Oc MFD devices with Fax options To add and configure a fax device please use the same procedure as for printing devices within the Administration console For fax devices the fax capabilities need to be set along with the print capabilities in the device specific tab of the Device Configuration dialog Note Li Please note that by default groups of users are not allowed to fax To allow them to fax click Oc PRISMAsatellite for Office Administration User Management Groups Right c
156. the Oc PRISMAsatellite for Office software It offers general queries to generate Accounting reports You can use the information stored on the Oc PRISMAsatellite for Office server to create Accounting reports The Oc PRISMAsatellite for Office Accounting report offers a step by step possibility to create a customized report How to use the Oc PRISMAsatellite for Office Accounting Report Wizard 1 Click Start Programs Oc PRISMAsatellite Fi awn 10 i Select PRISMAsatellite Accounting Report start the Oc PRISMAsatellite for Office Accounting Report Wizard Note AccountingTool exe is also located in the PRISMAsatellite Accounting Report folder of the Oc PRISMAsatellite for Office installation folder Click Next The Select the server and Accounting data dialog will appear Select the Server name for which you want to create the report You can use the server name as well as its IP address The default server is the local one For remote access to the Accounting server database s refer to the Remote access to Accounting database s section The server name that you have selected during the pre vious session is selected automatically but can be changed Select the Report Type from the drop down list Specify a From and To date Incase of an Export for CountLogic you have to select the path where the csv files will be stored Cl
157. tiediaecessbesinceseess 209 Waiting in Printer Waiting in Printer serene 209 Windows 2000 Windows 2000 ccsccsccsscssessessessessesscssesscssceeserse 13 Windows 2003 Windows 2003 u cccccsccsssseessessesscssesscssesscsscerseree 13 Windows domain Windows domain ccccccsccssesscssesseseesecssceesenes 87 Windows groups Windows groups s sesssessessessissresresresresersersres 205 Windows Groups synchronization Windows Groups synchronization ou 122 Windows users import Windows users import sssssssssssrssresrssrssessersees 197 Windows Vista Windows Vista sgning 13 Windows XP Windows XP isse nende 13 Work templates Work templates csisccsscdssieceitisistsictstsscsstssssnesiste 84 222
158. tion Introduction Oc PRISMAsatellite for Office allows you to backup and restore the server configuration This backup will include the job system devices media settings locations and user ac counts How to backup the server configuration 1 Click Start All Programs Oc Oc PRISMAsatellite Oc PRISMAsatellite Backup Restore Select what options you want to backup a Configuration Jobs a Additional external files This option is typically interesting to backup for example the paths where the Per sonal document spaces are located This can be defined by adding entries in the BackupRestoreGui exe config config file BackupRestoreGUL exe is located in the JDF Framework bin folder of the Oc PRISMAsatellite for Office install folder Click Execute in the Backup section A dialog will appear that allows you to specify the name and location of the backup file Click OK to start the backup process Restart the Oc PRISMAsatellite for Office server after completing the backup process How to restore the server configuration 1 A Ww Click Start All Programs Oc Oc PRISMAsatellite Oc PRISMAsatellite Backup Restore Click Execute in the Restore section A dialog will appear that allows you to select the Oc PRISMAsatellite for Office backup file Select the Oc PRISMAsatellite for Office backup file to use for the res
159. tional overview 125 Specifying the Client Settings 126 SQL substitution String in SOL com Substituted value The current value of custom field 1 The current value of custom field 2 The current value of custom field 3 psat 4 The current value of custom field 4 psat 5 The current value of custom field 5 psat U The Oc PRISMAsatellite for Office user ID of the driver The name of the machine that the driver is logged on Depending on the field type Predefined values have to be specified In some cases the values can be a simple static list In other cases the values have to be retrieved from an ODBC data source For ComboBox fields the values can either be a static list or dynamically retrieved from an ODBC data source The static list is a set of Ticket values and Display values The Ticket value is the value that is placed into the accounting record for the job The Display value is the string that is shown to the user when the drop down list is displayed Both values must be unique within the static list To dynamically retrieve the values from an ODBC data source a Connection String specifies Data Source Name DSN and an SQL Command are required The same substitution string used in validation SQL commands can be used here The table returned by the SQL command must include a column called TicketValue and an optional col umn called DisplayValue The va
160. to the Backup and restore the server configuration on how to start and stop Oc PRISMAsatellite for Office The Oc PRISMAsatellite for Office server can work with various LDAP servers For windows and framework users a different LDAP servers can be used For example LDAP properties for user user DOM 1 user DOM2 and user can be 5 acquired from different LDAP servers To configure a default LDAP server the server that is used when no specific server for a domain is found or when the user is a pure framework user the OceJdfFrameworkLdapSettings section of the OceJdfFramework exe config file must be adapted The configuration is done by setting properties using the usual add xml node i e lt add key Filter value 8 objectClass user SAMAccountName u gt As the User Management supports a different LDAP server for each Windows domain a user can belong to each property can be prefixed by the domain name using the following form DOMAIN_NAME Property Note Please refer to the Sample cases of LDAP configuration document in the External documentation section for more information Examples 112 To set the server used by default the following line is added in the OceJdfFrameworkL dapSettings section lt add key Server value nemo pixar com gt To set the server used for users belonging to the MARIN domain the following line is added in the OceJdfFrameworkLdapSettin
161. to uninstall Oc PRISMAsatellite for Office from the server 1 Click Start Control Panel Add or Remove Programs 2 Select PRISMAsatellite and click Remove A confirmation dialog will appear 3 Click Yes to continue The Oc PRISMAsatellite for Office software will be removed from your server Note i You are advised to remove the installation folder by default C Program Files Oce PRISMAsatellite and the data folder by default C Documents and Settings All users Start Menu Programs Oce 56 Chapter 4 Server preparation and installation Upgrading Oc PRISMAsatellite for Office on the Server Upgrading Oc PRISMAsatellite for Office on the Server Introduction i The procedure shows you how to upgrade an Oc PRISMAsatellite for Office server First you have to uninstall the prior version After that you have to install the new version using the same paths Note Please don t manually remove any files from the server How to upgrade Oc PRISMAsatellite for Office on the server 2 0 to 2 1 A Attention The procedure shows you how to upgrade an Oc PRISMAsatellite for Office server from version 2 0 to version 2 1 First you have to uninstall version 2 0 After that you have to install version 2 1 using the same paths Please don t manually remove any files from the server 1 Click Start Control Panel Add or Remove Programs Select PRISMAsatellite and click Remove
162. tore process Click OK to start the restore process Restart the Oc PRISMAsatellite for Office server after completing the restore process Backup and restore using the Command line 1 To start the backup procedure type BackupRestoreCli exe b fileName c j e 2 To start the restore procedure type BackupRestoreCli exe r fileName zip Chapter 7 Maintenance 107 Backing Up and Restoring the Server Configuration By default the backup includes all files config jobs and external files fileName is a pathname If fileName is not specified then fileName is located in lt PRISMAsatellite install path gt JDF Framework bin Options b backup c include config files in backup j include job files in backup e include external files in backup r restore 108 Chapter 7 Maintenance Chapter 8 Customization Customized Fields for Clients Customized Fields for Clients Clients settings Right mouse click the Oc PRISMAsatellite for Office server in the tree section and click Properties The Clients tab allows you to add custom fields to be used for the Oc PRISMAsatellite for Office client For each custom field you can have the Oc PRISMAsatellite for Office server validate the content Please refer to the Specify the Clients settings procedure for details about how to cus tomize fields for clients 110 Chapter 8 Customization LDAP Configuration LDA
163. tween upper case and lower case when you use characters Note Please note that the LDAP User option will over rule the existing user information if the user infor mation is available on the LDAP server This allows you to update your Oc PRISMAsatellite for Office users after changes on the LDAP server Note You cannot use any of the following characters in the Account name or Description fields lt gt l Chapter 9 Functional overview 195 Add an Oc PRISMAsatellite for Office user 196 Member of Security Details Description Add Use the Add button to add the user to a specific user group Remove Use the Remove button to remove the user from a specific user group For security reasons an Oc PRISMAsatellite for Office user needs a password to log on Old password Enter the current password here New password Enter the new password here New password confirm Confirm the new password here i Note Please make sure that the new password meets the following requirements At least one capital At least one number At least 8 characters Use this tab to specify user details like telephone and Email Define the Department field for every user You can use this option to Synchronize locations on page 162 with the user departments Chapter 9 Functional overview Importing Windows Users Importing
164. usiness Environments Business Environment cccssccesseeeseeeeseeees 8 C Cancel job Caneel job ssiri 213 canceled canceled Yea eset 209 Check connection Check connection 1 145 150 167 Client requirements Client requirements eonna 13 Clients settings Clients settings sussies iniinis 125 Completed Completed siississseesecossenssseses cssasssisssestovonsiess 209 Configure driver Corfigure drivet ssion 101 Configure Passthrough device Configure Passthrough device 1 166 Configure printer Configure printer 1 145 150 Connection type Connection type ccececseseseseseseseeeseees 145 150 Conversion allowed Conversion allowed c cccccccsesessssesssesseeeseeees 202 Copy printer Copy printer rss ae 156 Costs and prices Costs and pics singing 90 CustomFieldId CustomField d 16k 125 Customized Fields Customized Fields ccccccccsecesseseesseeeseeees 110 D Data Source Name Data Source Name csccsessessessessesseseesseeens 125 Data Sources ODBC Data Sources ODBC ecccecccsseeseeseesseeees 125 Database exchange Database exchange ssicerscsicredecitoseretsieesisedtonsted 90 Delete all specialized templates of all users Delete all specialized templates of all users 84 Delete group Delete OUP romaa R i 207 217 Delete Hot folder Delete Hot folder cccccccceccesssesecesseeseeeees 180 Delete location Delete location cccccccsscesseessceseesecesseeseeeees 163
165. ve for more information 66 Chapter 4 Server preparation and installation Assign Scan codes to registered users Result Possible errors Logon error due to a wrong Oc PRISMAsatellite for Office Administrator user account password The logged user on is not a Oc PRISMAsatellite for Office Administrator The user account to modify does not exist The CSV file does not exist There is an encoding error in the CSV file Chapter 4 Server preparation and installation 67 Use the Oc PRISMAsatellite for Office Scan to file features Use the Oc PRISMAsatellite for Office Scan to file features Introduction Oc PRISMAsatellite for Office will accept files scanned on Oc network printers copiers Create and configure an Office scanning port to receive these files Scanned files that are submitted with an invalid Scan code are not accepted These scanned files will be removed from the Office scanning folder Note i When files are removed from an Office scanning folder this is logged in the Event log Before you begin In order to use the Office scanning function with Oc PRISMAsatellite for Office each end user should request a Scan Code from the Oc PRISMAsatellite for Office admin istrator This code is displayed if available by the Oc PRISMAsatellite for Office client in the Personal Document Space title bar How to use Oc PRISMAsatellite for Office Scan to file features 1

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