Pcounter Rules and Policies User Manual
Contents
1. 8 Pcounter Pcounter Rules and Policies User Manual For Pcounter for Windows version 2 85 and above About this Document This document is intended to give a full explanation of all aspects of Pcounter Printing Rules and Policies It is relevant from version 2 85 and higher which marks the release of the custom rule builder For information on Pcounter Rules from earlier version please see here Points to Note All file locations referenced in this work refer to the drive on which Pcounter is installed on the Pcounter Data Server unless otherwise stated It is assumed that all users have read access to the contents of the Pcounter share default location C PCOUNTER Section 1 Introduction 2 Pcounter Rules w ue 2 1 Rules Tab 2 2 Pcounter Rules Builder 2 2 1 Building a Rules 2 2 2 Editing Removing a Rule 2 3 Enforced Rules Log 2 4 At What Stage to Trigger a Rule 2 4 1 At printing time only 2 4 2 During pre count only Pcounter Policies 3 1 Policies and Job Properties 3 2 Policies tab 3 2 1 Applying a Policy 3 2 2 Removing an Object from a Policy 3 3 Policy Logging Restricting Paper Sizes Delete Duplicate Jobs Rules Logging 6 1 Reject log 6 2 Enforced Rules Log FAQ Appendix OUOUDANNNNDADAUNUNUNUNUNRBRWNNN y 9 a oO m m m N AIT Ltd 2 Hawthorn Park Coal Road Leeds LS14 1PQ UK Company Registration Number 4380885 T 0113 273 0300 E solutions ait co uk F 0113 273 02. Combines the above two rules moving a job to a different printer and applying the Pcounter Superpause setting Typically used to move large jobs to more capable printers that also have some form of print release mechanism Do not charge Will not charge the user for the job but will still record it in the Pcounter log file Reschedule job at Useful for delaying large print runs or batch jobs until out of hours freeing up the printer for more immediately needed printing During pre count See section 2 4 At printing time only See section 2 4
3. Group o Actions can be triggered based on AD group membership of the user who sent the job gt Document o Actions can be triggered based on the document name either an exact or partial match can be used as a wildcard 3 2 POLICIES TAB Policies can be applied to individual print queues in Pcontrol by right clicking the print queue and selecting Pcounter gt Configuration followed by the Policies tab Policies can also be applied to the Default Printer Template in Pcontrol by right clicking the server and selecting Pcounter gt Configuration followed by the Default printer template Global rules and policies link and the Policies tab amp Pcounter configuration Pcounter Rules 21x O Settings Prices Rules Policies Turn duplex on Color to gray best with PCL Deny access http amp 38 NoColourPrinting amp Useri amp User2 Juser2 i ee Add group Add document AIT Ltd AIT Ltd 2 Hawthorn Park Coal Road Leed Company Registration N 3 2 1 Applying a Policy To apply a policy to the selected printer Select the radio button for the policy you wish to apply Enter the value for the user group or document into the text box Click the relevant button to add this value in as the desired object Click OK to save and exit a ash ia 3 2 2 Removing an Object from a Policy To remove an object from a policy simply right click it and select Remove from the subsequent popup menu 3 3 POLICY
4. 0300 F 0113 273 03 Company Registration Number 4380885 E solutions ait co uk W www ait co Q I cannot uncheck a particular paper size A It is not possible to uncheck a paper size if that size is set as the Default size for that printer Change the default size on the Prices tab Q Add document is greyed out for the Deny Access policy A It is by design that the Deny Access policy cannot be applied to documents based on the document name If such an action is required it is recommended to build a rule to delete jobs based on Document name contains Q My users are not receiving the messages explaining about the rules that have triggered A In order to receive Pcounter broadcast messages client PCs need to be running PcounterClient exe See the Pcounter Popup Users and Client Codes manual page 7 for further details Q Sometimes my users send jobs in A4 which is an allowed paper size however the job is deleted Why is this A A4 and Letter paper sizes are essentially the same dimensions A number of applications are known to report the paper size as Letter when set to USA regional settings It can be confirmed that this is the problem by checking Reject log If this is indeed the case simply enable Letter and set the price to the same as A4 Q I have entered for example doc as the parameter for Document name contains however this does not work A No wildcards are necessary for document name matching Becau
5. LOGGING Any job that is deleted as part of the Deny Access policy will be recorded in the Reject log file See section 6 1 for further details 4 Restricting Paper Sizes Pcounter can restrict certain paper sizes from printing This is useful in stopping users from sending jobs to a printer in a size that it does not support which can cause the printer to error until the correct paper is supplied or the job is deleted If a paper size is restricted the job will always be deleted Paper sizes can be allowed restricted on individual print queues in Pcontrol by right clicking the print queue and selecting Pcounter gt Configuration followed by the Prices tab Paper sizes can also be allowed restricted on the Default Printer Template in Pcontrol by right clicking the server and selecting Pcounter gt Configuration followed by the Default printer template Global rules and policies link and the Prices tab T Arche Jo os fa 10 I Monarch 0 05 fo 10 21x Settings Prices Rules Policies M ig 0 05 0 10 M Arche 0 05 0 10 Disabled 7 Tl ai Joos foio I ArhD 0 05 o 10 Price o 00 I a2 Jo 0s Jo 10 I Arche 0 05 0 20 Default width fo are mas foos fom ee feos aw Mae foos o0 M Bs 0o05 010 Color 1 00 V as o o5 o 10 M cs 0 05 Jo 20 ooo M 11x17 Jo 0s 0 10 I Comm 10 0 05 0 10 J ANSI C Jo 0s o 10 M oL 0 05 0 10 TE ize A4 gt J ANSID Jo os Jo 10 I Executive 0 05 0 20 z 7 ANSIE 0 05 fo 10 M Lett
6. Move job after count to E P Hide document name while processing With this setting enabled every print job that is sent to this queue will be compared with every other job currently in the queue If it is deemed to be a duplicate the 2 job is deleted The attributes compared to determine if it is a duplicate are gt Document name gt Job owner User gt Byte size Any deleted job will be recorded in Reject log with a reason of duplicate job deleted AIT Ltd 2 Hawthorn Park Coal Road Leeds LS14 1PQ UK T 0113 273 0300 F 0113 273 0302 Company Registration Number 4380885 E solutions ait co uk W www ait co uk AIT Ltd 2 Hawt Company Registration Number 4380885 orn Park Coal Road Leeds LS14 1PQ UK 6 Rules Logging Pcounter keeps two separate log files recording the outcome of the different rules available These are gt Reject log gt enforcedRules log 6 1 REJECT LOG The Pcounter Reject Log is a dedicated log file that records the job details of all jobs that are legitimately deleted by Pcounter as they have violated a rule a policy or for some other user defined reason It only records jobs that have been deleted no other rule outcomes are recorded here The file is located on the Pcounter Data Server at C PCOUNTER DATA Reject log Recorded in the log are all the same attributes as recorded in the Pcounter Print History logs PCOUNTER log along with the reason for the deletion store
7. 302 W www ait co uk 1 Introduction A major feature of Pcounter is the ability to perform a certain Action to print jobs if those print jobs fulfil certain Conditions for example If Document Page Count gt 100 Move Document to High Volume Printer a Condition Action These are known as the Pcounter Rules Rules are applied to print queues and are created using the Pcounter Rule Builder Rules can be applied to individual print queues in Pcontrol by right clicking the print queue and selecting Pcounter gt Configuration followed by the Rules tab Rules can also be applied to the Default Printer Template in Pcontrol by right clicking the server and selecting Pcounter gt Configuration followed by the Default printer template Global rules and policies link and the Rules tab Please note Any rules applied to the Default Printer Template will apply to all printers Please note Rules applied to the Default Printer Template are processed before any local printer rules 2 Pcounter Rules 2 1 RULES TAB The rules tab will list all rules currently applied to that print queue 2 x Setings Prices Rules Policies MemberOf ColourPrintAllowed Color NoCharge Add Edit Remove Clone Move up Move dovin Cancel Help AIT Ltd 2 Hawthorn Park Coal Road Leeds LS14 1PQ UK T 0113 273 0300 F 0113 273 0302 Company Registration Number 4380885 E solutions ait co uk W www ait co uk B
8. Registrat Number 4380885 E solutions ait co uk W www m AIT Ltd Example of available conditions gt If job is isn t colour gt Page count lt or gt X gt User is a member of Some AD security group Example of available actions gt Delete job gt Reschedule job gt Move to another printer Please note A full list and detailed discussion on each available condition and action is included in the Appendix of this document 2 2 1 Building a Rule To build a new rule 1 Click Add and choose your condition from the subsequent menu 2 If your chosen condition requires extra parameters e g value for page count rules group name for AD group rules etc the relevant controls will appear on the builder Enter the parameter e See MemberOf above If multiple conditions are required click repeat steps 1 and 2 Click Action and choose your desired action from the subsequent menu If your chosen action requires extra parameters e g another print queue a reschedule time the relevant controls will appear on the builder Enter the parameter e See Printer above 6 Optionally enter a customized message to be sent to any user who triggers the rule The displayed substitutions can be used to insert the actual values from the job in question e Please note Pcounter Messaging requires PcounterClient to be running on all end user workstations to act as a message receiver This is covered in further detail in the Pcounter Po
9. d in the Client Code field The best way to view the Reject log is through Pcounter Administrator gt Utility menu gt Open log file REJECT LOG Print History 03 06 2013 to 26 02 2015 E alol xi Ged Save GS Print GE Printsetup lt gt Preferences Email gt Search Cient code Features r PStation PDF LDSVW2K8TEST SHARP Pull Q Test 30 06 2014 13 56 46 VPARMAR PC Old job deleted JobType UnknownPrint 6821025 Test Page LDSVW2K8TEST SHARP Pull Q Test 01 07 2014 13 39 29 LDSVW2K8TEST Old job deleted JobType UnknownPrint 53746 Test Page DSVW2KSTEST SHARP Pull Q Test 01 07 2014 14 46 18 DSVW2K8TEST Deleted by popup JobType UnknownPrint 53722 y TestPage WLOSVW2K8TEST SHARP Pull Q Test 01 07 2014 16 44 35 LDSVW2KBTEST Old job deleted JobType UnknownPrint 53746 Test Page WLDSVW2KSTEST SHARP Pull Q Test 03 07 2014 12 50 21 DSVW2KBTEST Old job deleted JobType UnknownPrint 53722 ry TestPage DSVW2KSTEST KM Pull 03 07 2014 16 17 27 DSVW2KBTEST Deleted by popup JobType UnknownPrint 61838 Test Page WOSVW2KSTEST SHARP Pull Q Test 08 07 2014 16 10 44 DSVW2KBTEST Deleted by popup JobType UnknownPrint 53722 Test Page OSVW2k8TEST Samsung Pull 10 07 2014 12 45 42 DSVW2KBTEST Old job deleted JobType UnknownPrint 52273 Test Page WDSVW2KBTEST KM Pull 18 07 2014 11 01 58 DSVW2KBTEST Old job deleted JobType UnknownPrint 61803 r TestPage LDSVW2K8TEST SHARP Pull Q Test 31 07 2014 09 26 10 LDSVW2K8TEST Deleted by popup JobType Un
10. e a parameter of doc will affect all word documents however doc will only affect documents whose names contain exactly x doc Client code contains No wildcards are necessary for this condition as the wildcard would be included in the search term i e a parameter of Finance will affect all the Finance Client Code however a parameter of F will only affect documents whose names contain exactly F This condition concerns only Client Codes selected using PPopup PcounterClient not any Pcounter Autocodes Days of the week Time range AIT Ltd User is a member of This condition references the user s memberOf AD attribute If the group in question is not listed here the user is not considered to be a member of the group Always apply action A2 ACTIONS FOR PCOUNTER RULES Delete job The job is deleted before being sent to the printer Move job to end of queue The job is moved to the end of the print queue This is commonly used to move large print jobs to the end of the queue to give smaller jobs priority during busy periods and avoid a single large job from monopolising the printer Pause job The job remains in the same print queue in a Pcounter Superpause state If using this action there will need to be some method in place for the job to be unpaused Move job to printer Useful for redirecting large jobs to larger more capable cost effective printers Move job to printer and pause
11. er 0 05 o 10 5 Uncheck all sizes I ArchaA Jo os 0 10 I Legal 0 05 0 10 TE Disable color detection All checked sizes are allowed all unchecked sizes are restricted The deleted job will be recorded in Reject log with a status of Invalid paper size size 5 Delete Duplicate Jobs Delete duplicate jobs is a unique rule designed to reduce waste from impatient printing Again it can be applied to both individual printers or to the Global rules policies template and can be found on the Settings tab amp Pcounter configuration Pcounter Rules 2 x O Settings Prices Rules Policies E oan ony z Action if below low balance limit Print job anyway z Allow use of Free quota Banner Separator template None T Divide duplex page counts in half Pause all jobs p S A T Disable print notification 7 Include banner in pagecount Delete paused jobs after X minutes Server default Auto client code 5 e Workstation popup Webdient Print job release Do not use this feature with J Enable popup print release etc Jobs are paused GDI or host based drivers J Count jobs in advance for display J Print smallest job in bytes next F Disable delegate print release I Always keep print queue paused I Keep job pausediafter popup Edit inf aa I Skip popup pause if job is not color Skip popup pause on jobs less than i 0 pages Skip popup pause on jobs less than i 0 copies
12. knownPrint 53698 Test Page WOSVW2K8TEST SHARP Pull Q Test 31 07 2014 10 44 03 LDSVW2K8TEST Deleted by popup JobType UnknownPrint 53722 Test Page WOSVW2K8TEST SHARP Pull Q Test 31 07 2014 10 53 39 LOSVW2K8TEST Deleted by popup JobType UnknownPrint 53746 Test Page WOSVW2k8TEST Canon iR ADV C5030 503 02 09 2014 13 32 17 DSVW2KBTEST Deleted by popup JobType UnknownPrint 41382 Tent ann iMeMAVETEET Osman in AMM renan na 2 276 rename r IONINIA 174277 AUNEMMWOTECT _ NDalatnd AnhTimnatInlenmvsinPrint A1204 6 2 ENFORCED RULES LOG All Pcounter Rules that are triggered are recorded in a dedicated log file the Enforced Rules log The file location for this is C Windows SysWOW64 PCOUNTER enforcedRules log The log contains a detailed description of each triggered rule which will include the following information Date time User Print queue All conditions Action Coe AIT Ltd An example of a log file entry is as follows 1 17 02 2015 13 12 08 2 cpieper gt gt 3 Pcounter Rules 4 Color PageCount lt 100 5 Move Reprographics Production Please note If a rule action is set to Delete the deletion will still be recorded in the Pcounter Reject log as with all deleted jobs The reason recorded in the Reject log will simply be Enforced Rule To see full details of the rule this will need to be cross referenced with the Enforced Rule log AIT Ltd 2 Hawthorn Park Coal Road Leeds LS14 1PQ UK T 0113 273
13. oth the Condition and Action are displayed for all rules To add a new rule click Add which will launch the Rule Builder see 2 2 To edit an existing rule select it in the list and click Edit to launch the Rule Builder see 2 2 Important All rules displayed are processed in a top down order the first rule whose condition s are met will be triggered and the action applied to the job None of the subsequent rules on the queue will be processed The processing order of rules can be changed by selecting the rule and pressing Move Up or Move Down To delete a rule select it and press the Remove button 2 2 PCOUNTER RULES BUILDER Clicking the Add button on the Rules tab will launch the rule builder xl Tf all conditions are true Add Remove Job is color Job copies are greater than 10 User is member of Teaching Staff Memberof Teaching Stef Action Move jobtoprinterand pause Printer Reprographics Production 0 Message Hi U Colour print runs of 10 copies or greater are not permitted to P Your job D has been redirected to Reprographics zj Substitutions P Printer name U User name D Document name T Reschedule time ee ea From the rule builder you can list multiple conditions and a single action which is only triggered if all conditions are true there is an AND relationship between all conditions AIT Ltd 2 Hawthorn Park il Road is LS14 1PQ Ut T 0113 273 0300 13 27 ympany
14. pup Pcounter Users and Client Codes manual section A7 7 Click Save when complete to save the rule eS The rule will now be visible on the Rules tab and will be processed for all jobs printed to this printer or to all printers if it has been applied to the Global printer rules 2 2 2 Editing Removing a Rule To edit a rule right click it in the list and select Edit from the subsequent popup menu This will launch the rules builder From here you can change the parameters for each existing condition or remove conditions entirely by right clicking this from the list and selecting Remove To remove a rule completely right click it in the list and select Remove from the subsequent popup menu AIT Ltd 2 3 ENFORCED RULES LOG All Pcounter Rules that are triggered are recorded in a dedicated log file the Enforced Rules log See section 6 2 for full details 2 4 AT WHAT STAGE TO TRIGGER A RULE Within the available conditions there are two specific conditions that allow you to determine at what point in the lifecycle of the print job is the rule applied This is an important consideration for all rules as it can dramatically affect the end user experience Please note these conditions only appear in the conditions menu once another condition has been enabled first Please note these two conditions are mutually exclusive 2 4 1 At printing time only At printing time only will cause the rule to trigger as the server prepa
15. res to send the job to the printer If a job is paused prior to being printed the rule will only trigger after the pause is removed It is recommended to use this condition on rules applied to any direct print queue 2 4 2 During pre count only During pre count only will cause the rule to trigger when performing the Pcounter Pre count which is a setting associated with pull printing and Ppopup PcounterClient See Pcounter Popup Pcounter Users amp Client Codes User Manual section A2 2 for more info on the pre count It is recommended to use this condition on rules applied to a Pcounter Visible Pull Queue Please note applying such a rule to a Pcounter Hidden Queue will be ineffective Please note the setting Count jobs in advance for display must be enabled in order for During pre count to work 3 Pcounter Policies Pcounter Policies are similar to Pcounter Rules in that they are used to enforce certain actions based on conditions properties of print jobs sent to them or of the user who sent the job The major difference here is that using Policies we are able to change properties of the jobs themselves 3 1 POLICIES AND JOB PROPERTIES The Policies available are gt Color to gray o Forces jobs to greyscale gt Turn duplex on o Forces jobs to duplex gt Deny Access o Deletes the job The properties of the jobs users are gt User o Actions can be triggered based on the individual user who sent the job gt
16. se of this the character is being included in the search Remove the 02 uk AIT Ltd 2 Hawthorn Park Coal Road Leeds LS14 1PQ UK T 0113 273 0300 F 0113 273 0302 Company Registration Number 4380885 E solutions ait co uk W www ait co APPENDIX A1 CONDITIONS FOR PCOUNTER RULES Please note all less than and greater than rules regarding the same attribute are mutually exclusive Byte size MB less than greater than This is the size of the spool file and not the source document Spool files are often much larger than the source document Page count less than greater than This is the overall page count of the whole job i e number of pages x number of copies When printing in duplex each side of paper is calculated to be a page therefore this is the count of sides and not individual pages also known as the printer click count Job copies less than greater than Job cost less than greater than This is the overall cos of the whole job i e number of pages x number of copies x cost per page Plot dimension less than greater than This condition should only be used on print queues that have plotter area accounting enabled The units used are the units set on the plotter area accounting settings Job is is not colour Job is is not duplex Document name contains does not contain No wildcards are necessary for this condition as the wildcard would be included in the search term i
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