DCA QuickStart Guide

Transcription

1 DCA QuickStartGuide

2 December 2010 DCA QuickStart Guide TABLE OF CONTENTS Table f Cntents... 2 Intrductin... 4 Starting an Evaluatin... 4 Things t Determine... 4 System Requirements... 4 Setting up a New Custmer... 5 Creating New Custmer Grup... 5 Creating a User ID and Passwrd... 7 Generating a PIN fr DCA Activatin... 9 PIN Creatin... 9 Dwnlad and Installatin f the DCA Sftware DCA Dwnlad Instructins Installatin f the DCA Sftware Lcal Print Agent Hw Des It Wrk? Prerequisites Check List Installatin f the Lcal Print Agent Push Install f the Lcal Print Agent Scheduling a Push Install frm the DCA Lcal Beacn Prerequisites Check List Installatin f the Lcal Beacn Trubleshting the Lcal Beacn Lcal Beacn Service Windws Firewall Cnflicting SNMP Definitin f User Rles Default Intrductin PrintSmart

3 DCA QuickStart Guide December 2010 Custmer IT Directr Custmer with Reprts* IT Directr with Reprts* Dealer Cntact Infrmatin PrintSmart Intrductin 3

4 December 2010 DCA QuickStart Guide INTRODUCTION PrintSmart is a Managed Print Services (MPS) prgram prvided by S.P. Richards Cmpany. With PrintSmart, dealers can mnitr a custmers printing habits, prvide supplies, service and hardware n an as-needed basis. PrintSmart is truly a windw t a custmer s printer fleet t see when certain supplies will need replenishment, as well as allwing cst savings t the custmer. The instructins belw cntain the steps necessary fr setting up a custmer in the PrintSmart Data Cllectin Agent (DCA) sftware. STARTING AN EVALUATION Befre a custmer can be set up In the PrintSmart DCA, there are sme questins that need t be answered. T have the DCA installatin with n issues, it s a gd idea t have an understanding f hw the custmer s netwrk and client machines are set up. Things t Determine The first step in an evaluatin is t gather infrmatin abut the custmer s netwrk and printing envirnment. What perating system is the machine that will hst the DCA Sftware running? Des the machine have Micrsft Framewrk 2.0 SP2 r higher installed? Des the persn wh is in charge f installing the DCA Sftware have netwrk ADMIN Privileges? Is there a prxy server at this lcatin? Is there a firewall? If yes, what kind? The DCA requires trafficking ver prt 443. Will this firewall allw this prt t be pened? Will the DCA be mnitring multiple lcatins frm this ne machine? If s, are they cnnected tgether? Is SNMP is enabled n the devices that are t be mnitred? Withut SNMP being enabled, the devices will nt shw any data. System Requirements The DCA Sftware has minimum hardware/sftware requirements t perate crrectly. Recmmended perating systems are: Windws XP r higher Windws Server 2003 r higher Micrsft Framewrk Micrsft.Net Framewrk 2.0 SP2 r higher Ram Minimum RAM is 256MB Netwrk Adapter 100mb r higher 4 Intrductin PrintSmart

5 DCA QuickStart Guide December 2010 Only 1 adapter per machine. Nn dedicated server/client Machine must be pwered n 24 hurs a day, 7 days a week. If n server is available, install n regular PC that is pwered n 24 hurs a day, 7 days a week. Please nte! Installing n a regular PC can pssibly cause transmissin issues. Internet Explrer Internet Explrer 7.0 r higher is recmmended SETTING UP A NEW CUSTOMER Befre yu can install the DCA nt a custmer s machine, the custmer will need t be set up n the PrintSmart site s that the sftware has a destinatin t reprt the device infrmatin t. Creating New Custmer Grup Fllw the steps belw t create the User ID and Passwrd, lgin t the PrintSmart site. 1. G t Settings Grup Management Manage Grups. 2. Select Dealer Name n the left hand side; click New Grup n the lwer right hand prtin f the screen. PrintSmart Setting up a New Custmer 5

6 December 2010 DCA QuickStart Guide 3. On the right side f the screen, chse Custmer frm the drp dwn menu, enter the Custmer Name, and if necessary, Alias, and any ther custmer infrmatin, and then click the Save buttn the lwer right hand crner. at Alias is the same as a Nickname fr the custmer. 4. The custmer s grup has nw been created. Click the Clse buttn. 6 Setting up a New Custmer PrintSmart

7 DCA QuickStart Guide December 2010 Creating a User ID and Passwrd With the creatin f the custmer s Grup, the custmer can nw have a User ID set up fr allwing the ability t lgin t the PrintSmart site t view reprts and device infrmatin. T create the User ID and Passwrd, be sure t btain the custmer s address. This will be used as the User ID. Use the fllwing steps t create a new user. 1. Select Administratin Users. 2. At the Users screen, click the New User Buttn lcated at the bttm right hand f the screen. 3. Enter the User ID, first name, last name, passwrd, cnfirm the passwrd, frce passwrd t change at next lgin, set the starting page t Hme and set the language t the preferred language. Fr language, es es is Spanish, en us is English. 4. Once all the infrmatin is filled ut, click n the Add Entry Buttn. PrintSmart Setting up a New Custmer 7

8 December 2010 DCA QuickStart Guide 5. A listing f Grups will nw appear. T assign the custmer t their user grup, click n the arrw by the grup name. This will expand the grup and allw selecting f this custmer s grup. 6. After selecting the user grup, the next screen will ask fr which rles shuld be assigned t this User ID. The belw is nly a dem. A listing f what the reprts are has been attached at the bttm f this dcument. The Dealer rle shuld nly be given ut t yur Sales Team. Yu shuld never give this level access t custmers. 7. Click Save at the lwer right hand crner f the screen. The custmer s lgin t the PrintSmart site has nw been created. 8 Setting up a New Custmer PrintSmart

9 DCA QuickStart Guide December 2010 GENERATING A PIN FOR DCA ACTIVATION Befre the DCA Sftware can be installed n a custmer s device, an Activatin PIN must be created. This must be dne n the grup level. PIN Creatin Each new DCA has t be activated by a unique PIN number generated frm the PrintSmart site. Withut this PIN, the sftware will nt cntinue the installatin. The PIN can be generate by perfrming the belw. 1. G t Administratin DCA Administratin. 2. Select Dealer Name n the left hand side, click New DCA at the bttm right hand side f the screen. 3. Select the versin f DCA t install. Generally, yu will install Versin 4.x.x. Install Versin 3.x.x nly n machines that d nt meet the minimum system requirements listed abve. 4. Select the grup fr installatin PrintSmart Generating a PIN fr DCA Activatin 9

10 December 2010 DCA QuickStart Guide 5. Enter the Custmer Name. An Expiry Date is nt required. Expiry Date, if set, will cause the DCA PIN t expire, causing the DCA t n lnger transmit data t the PrintSmart site. This is generally used fr trial perids. 6. Click the Create DCA buttn at the bttm lwer right prtin f yur screen. A PIN number is nw generated. Write this PIN number dwn. There is the ptin t this PIN t a specific address as well. 10 Generating a PIN fr DCA Activatin PrintSmart

11 DCA QuickStart Guide December 2010 DOWNLOAD AND INSTALLATION OF THE DCA SOFTWARE Once a PIN number has been generated, dwnlad and install the DCA Sftware nt the custmer s machine that will be mnitring the printing devices. The dwnlad will take place frm the PrintSmart site. DCA Dwnlad Instructins The DCA Sftware is available fr dwnlad n the PrintSmart site. Fllw the belw steps fr the install. 1. Lgin t the PrintSmart site. G t Administratin DCA Install. 2. If the custmer s sftware meets the requirements, yu will install versin Dwnlad and save this file t yur Desktp. Installatin f the DCA Sftware Nw that the DCA sftware has been dwnladed frm the PrintSmart site, the sftware can nw be installed. Fllw the belw steps fr installatin. 1. Duble click n the DCA 4.0 install file that was dwnladed. Navigate t the lcatin the file was saved, and run the.exe file. PrintSmart Dwnlad and Installatin f the DCA Sftware 11

12 December 2010 DCA QuickStart Guide 2. Click the Next buttn. 3. Read the End User License Agreement. If yu accept, check the check bx fr I accept the terms in the License Agreement Next. 12 Dwnlad and Installatin f the DCA Sftware PrintSmart

13 DCA QuickStart Guide December Verify the installatin path is where the prgram shuld be installed. Click Next. 5. Click Install. This will nw start the installatin Prcess. PrintSmart Dwnlad and Installatin f the DCA Sftware 13

14 December 2010 DCA QuickStart Guide If a ntificatin that states The DCA Printer DCA Backgrund Service is nt running, wuld yu like t start this nw? select Yes. 6. The DCA Sftware will nw lad an End User License Agreement. If custmer accepts agreement, click Accept. 14 Dwnlad and Installatin f the DCA Sftware PrintSmart

15 DCA QuickStart Guide December Enter the Server: and the PIN Number generated and click Next. 8. Once activated, the system will ask t verify the IP ranges and start a Scan. T cnfirm the IP Ranges, click Next. PrintSmart Dwnlad and Installatin f the DCA Sftware 15

16 December 2010 DCA QuickStart Guide 9. The DCA Sftware is nw installed. 16 Dwnlad and Installatin f the DCA Sftware PrintSmart

17 DCA QuickStart Guide December 2010 LOCAL PRINT AGENT In mst cases, nt all printers n site will be netwrk printers. Fr thse printers that are cnnected directly t a client desktp, the Lcal Print Agent sftware will need t be installed in rder t track the print jbs that are sent t this device. Lcal Print Agent cllects infrmatin directly frm lcally cnnected printing devices and passes the infrmatin t the Printer DCA. The Lcal Agent sftware is included in the Printer DCA install files. Hw Des It Wrk? The Lcal Print Agent launches as a service n the machine n which it is installed. The service cmmunicates with the Printer DCA thrugh the IP address f the machine using TCP and UDP prt 35. The Lcal Print Agent uses Printer Jb Language (PJL) t cllect infrmatin directly frm lcal devices. Prerequisites Check List Each wrkstatin that the Lcal Print Agent is installed must have the fllwing: 1. Windws perating system (XP and higher supprted). 2. Micrsft.Net Framewrk 2.0 SP1 (r higher). 3. Prts 35/UDP and 35/TCP must nt be used by any ther applicatins. If the Lcal Print Agent sftware will be installed using Push Technlgy, each wrkstatin must have ne f the fllwing enabled and accessable: 1. Windws Management Instrumentatin (WMI). 2. Remte Registry Services. 3. Netwrk Credentials f a user that belngs t the Lcal Administratr grup f all machines. Befre starting t install Lcal Print Agent, cnsider the fllwing (and take the apprpriate steps where necessary): 1. Determine the IP addresses/ranges f machines cnnected t lcal devices. 2. D any ther applicatins use prt 35/TCP and 35/UDP? If s, the sftware must be identified and the prts must be changed, if pssible, t reslve the cnflict. 3. Des data need t be cllected frm any OfficeJet, DeskJet, Dt Matrix, r InkJet devices? If s, the Lcal Print Agent will mst likely nt pull the crrect data. Fr these devices, the Lcal Beacn will need t be installed (see next sectin fr lcal beacn installatin). PrintSmart Lcal Print Agent 17

18 December 2010 DCA QuickStart Guide Installatin f the Lcal Print Agent T install the Lcal Print Agent manually n the client machine, fllw the belw steps: T install n multiple devices, cpy the Lcal Print Agent.msi t a thumb drive r CD. 1. Run the Lcal Print Agent.msi file n the client machine. The installatin file is fund in: C:\Prgram Files\Printer DCA\supprt and Duble Click the Lcal Print Agent.msi installatin file. This file is nly reachable thrugh My Cmputer, r by clicking Start Run and typing in the file path. 18 Lcal Print Agent PrintSmart

19 DCA QuickStart Guide December Click the Next buttn 3. Ensure the lcatin fr the installatin is crrect and click Next. PrintSmart Lcal Print Agent 19

20 December 2010 DCA QuickStart Guide 4. Click n the Install buttn and the installatin will nw begin. 5. The installatin is nw cmplete. Click Finish. 20 Lcal Print Agent PrintSmart

21 DCA QuickStart Guide December 2010 Push Install f the Lcal Print Agent The Printer DCA has an embedded push tl specifically fr Lcal Print Agent. In additin, the sftware can schedule peridic push installs t the entire Printer DCA scan range t ensure that Lcal Print Agent gets installed t any new cmputers n the netwrk. T perfrm the push install frm the DCA sftware, fllw the steps belw. 1. Open the DCA Sftware and click n the Scan tab. Verify that the crrect Scan Prfile is selected. 2. Click n Tls Lcal Agent Management 3. Click the Scan All tab. PrintSmart Lcal Print Agent 21

22 December 2010 DCA QuickStart Guide 4. If the accunt currently lgged nt the cmputer is nt an administratr, click n the Specify buttn, 5. Enter the lcal administratr credentials in the Username, Passwrd, and Dmain bxes, and then click OK. 6. Under the IP Address clumn, click t select the check bx beside each IP address belnging t a device needing the Lcal Print Agent installed n. Optinally, click All, Nne, Nt installed, r Installed t autmatically select a set f devices. 7. Click the Install buttn at the bttm f the screen. A message will appear in the Messages bx stating the prgress f the install. 8. When the install is cmplete, a message will appear stating Install Success. 22 Lcal Print Agent PrintSmart

23 DCA QuickStart Guide December 2010 Scheduling a Push Install frm the DCA The DCA sftware allws the ability t perfrm a push install at a specified time t all machines. By perfrming this type if install, it assures that every machine in the specified IP range will have the Lcal Printer Agent sftware installed. T perfrm this type f install, fllw the steps belw. 1. Open the DCA Sftware and click n the Scan tab. Verify the Scan Prfile is crrect, then click the Lcal tab. PrintSmart Lcal Print Agent 23

24 December 2010 DCA QuickStart Guide 2. Click the check bx fr Enable Push Install. A warning bx will appear stating the credentials prvided will be encrypted n the machine. Click Clse. 3. Enter the User ID and Passwrd f an Administratr accunt, and Dmain. Click Ok. 4. The Lcal Agent Push Install feature f the DCA will allw a custmizable range f dates t push the sftware t all the lcal machines. Select the desired time, and click the Save buttn. 24 Lcal Print Agent PrintSmart

25 DCA QuickStart Guide December 2010 LOCAL BEACON Sme devices will nt reprt data back t the DCA due t the age f the device itself r the device s limited cmmunicatin ability. In these cases, the Lcal Beacn shuld be installed. The Lcal Beacn will mnitr the print spler instead f the device itself and stres the serial number, ttal cunt, asset number, and lcatin. Prerequisites Check List Each wrkstatin that the Lcal Print Agent is installed must have the fllwing: 1. Windws perating system (XP and higher supprted). 2. Micrsft.Net Framewrk 2.0 SP1 (r higher). 3. Client shuld remain pwered n s the DCA sftware can retrieve print infrmatin. Installatin f the Lcal Beacn The lcal beacn must be dwnladed frm the DCA site. T dwnlad the sftware, fllw the belw steps: 1. G t save the file t the desktp. 2. Duble Click n the install file named LcalBeacn 3. On the installatin wizard, click Next. PrintSmart Lcal Beacn 25

26 December 2010 DCA QuickStart Guide 4. Fill in the Full Name and Organizatin. Select Anyne wh uses this cmputer. Click Next. 5. Ensure the installatin destinatin is crrect and click Next. 26 Lcal Beacn PrintSmart

27 DCA QuickStart Guide December Click the Next t start the installatin. 7. After the installatin prcess has cmpleted, click Finish. PrintSmart Lcal Beacn 27

28 December 2010 DCA QuickStart Guide 8. Select the Lcal Printer, enter the Serial Number, Ttal Cunt, Asset Number (if applicable), Lcatin, and if needed, Department. T btain the serial number and ttal cunt, print ff a cnfiguratin page frm the printer. If the printer des nt cntain a ttal cunt, the cunt will start at zer. 9. Click Save and Clse. The Lcal Beacn sftware will clse and the prcess will run in the backgrund. 28 Lcal Beacn PrintSmart

29 DCA QuickStart Guide December 2010 TROUBLESHOOTING THE LOCAL BEACON If the lcal beacn fails t transmit data t the DCA sftware, there are several methds f trubleshting. The issue culd be a result f the client the beacn is installed n is turned ff. Ensure the client is pwered n. If the Windws Firewall is enabled, ensure yu have the prper prts enabled. See belw fr trubleshting tips. Lcal Beacn Service If the lcal beacn service is nt running, the beacn will nt transmit data. T ensure the service is running, fllw these steps. 1. Click n Start Run 2. In the Run bx, type in services.msc and press Ok. PrintSmart Trubleshting the Lcal Beacn 29

30 December 2010 DCA QuickStart Guide 3. Lcate the Lcal Beacn service. Ensure the wrd Started is displaying in the Status field. 4. If the service is nt started, duble click n the LcalBeacn service n the list. In the cnfiguratins bx, ensure the Startup Type is set t Autmatic, and click the Start buttn. The service is nw started. 30 Trubleshting the Lcal Beacn PrintSmart

31 DCA QuickStart Guide December 2010 Windws Firewall The Windws Firewall can prevent the lcal beacn frm transmitting back t the DCA sftware. Fllw the belw t ensure that the firewall is nt blcking any transmissins. 1. Click n Start Settings Cntrl Panel Nte: Yur versin f windws may differ. On the new Start Menu, click n Start Cntrl Panel. 2. Click n Windws Firewall 3. In the General tab, if Windws Firewall is turned n, make sure the Dn t allw exceptins checkbx is turned ff. If Windws Firewall is turned ff, yu are nt having an issue specific t the Windws Firewall. 4. In the Exceptins tab, click Add Prt. 5. G back t the General tab t view yur newly created exceptin. Make sure the checkbx next t the exceptin is turned n. PrintSmart Trubleshting the Lcal Beacn 31

32 December 2010 DCA QuickStart Guide Cnflicting SNMP 1. Click n Start Settings Cntrl Panel Nte: Yur versin f windws may differ. On the new Start Menu, click n Start Cntrl Panel. 2. Click n Add r Remve Prgrams. 32 Trubleshting the Lcal Beacn PrintSmart

33 DCA QuickStart Guide December Click Add/Remve Windws Cmpnents 4. Scrll dwn and click n Management and Mnitring Tls Details PrintSmart Trubleshting the Lcal Beacn 33

34 December 2010 DCA QuickStart Guide 5. Uncheck Simple Netwrk Management Prtcl and WMI SNMP Prvider. 6. Click Next Finish. 34 Trubleshting the Lcal Beacn PrintSmart

35 DCA QuickStart Guide December 2010 DEFINITION OF USER ROLES Each rle has specific permissins that are available t them limiting them frm sme areas f the system. *Available reprts vary by Rle Default The Default rle prvides access t the fllwing views: Supplies Allws access t the Supplies page. Device View Allw access t the Devices and Maps view pages. Aliases are shwn. Custmer The Custmer rle prvides access t the fllwing views: Supplies Allws access t the Supplies page. Device View Management Allw access t the Device View Management page. Device View Allw access t the Devices and Maps view pages. Real grup names Ability t view real grup names. Withut this permissin, Aliases are shwn. IT Directr The IT Directr rle prvides access t the fllwing views: Maps Management Allws access t the Map management pages. Grup Management Allws access t the Grup Management page. Flag Management Allw access t the Flag page. Device View Management Allw access t the Device View Management page. Device View Allw access t the Devices and Maps view pages. Device Service Histry Allws access t the Device Service Histry page. Device Management Allws access t the Device Management page. Device Imprt/Exprt Allw access t the Device Imprt/Exprt page. Alert Management Allws access t the Alert pages. Write access Allws the ability t write settings. Withut this permissin, a user is effectively read nly. Real grup names Ability t view real grup names. Withut this permissin, Aliases are shwn User Management Allw access t manage users. Supplies View Allws access t the Supplies page PrintSmart Definitin f User Rles 35

36 December 2010 DCA QuickStart Guide Custmer with Reprts* The Custmer with Reprts rle prvides access t the fllwing views: Supplies View Allws access t the Supplies page. Reprt View Allws access t the reprt pages. Device View Management Allw access t the Device View Management page. Device View Allw access t the Devices and Maps view pages. Real grup names Ability t view real grup names. Withut this permissin, Aliases are shwn IT Directr with Reprts* The IT Directr with Reprts rle prvides access t the fllwing views: Maps Management Allws access t the Map management pages. Grup Management Allws access t the Grup Management page. Flag Management Allw access t the Flag page. Device View Management Allw access t the Device View Management page. Device View Allw access t the Devices and Maps view pages. Device Service Histry Allws access t the Device Service Histry page. Device Management Allws access t the Device Management page. Device Imprt/Exprt Allw access t the Device Imprt/Exprt page. Alert Management Allws access t the Alert pages. Write access Allws the ability t write settings. Withut this permissin, a user is effectively read nly. Real grup names Ability t view real grup names. Withut this permissin, Aliases are shwn User Management Allw access t manage users. Supplies View Allws access t the Supplies page Dealer The Dealer rle prvides access t the fllwing views: Supplies Allws access t the Supplies page. Reprt View Allws access t the reprt pages. Meter Exprt Allw access t the Meter Exprt pages. Maps Management Allws access t the Map management pages. Grup Management Allws access t the Grup Management page. Flag Management Allw access t the Flag page. Device View Management Allw access t the Device View Management page. Device View Allw access t the Devices and Maps view pages. Device Service Histry Allws access t the Device Service Histry page. Device Management Allws access t the Device Management page. Device Imprt/Exprt Allw access t the Device Imprt/Exprt page. CPI Calculatr Allw access t the CPI Calculatr page. CPC Assignment Allws access t the CPC Assignment page. Alert Management Allws access t the Alert pages. 36 Definitin f User Rles PrintSmart

37 DCA QuickStart Guide December 2010 Alert Layut Allw access t the Alert Layut page. Write access Allws the ability t write settings. Withut this permissin, a user is effectively read nly. Real grup names Ability t view real grup names. Withut this permissin, Aliases are shwn Virtual Meters Allw access t the virtual meters cnfiguratin page. User Management Allw access t manage users. DCA Install Allw users access t the DCA Install page. DCA Administratin PrintSmart Definitin f User Rles 37

38 December 2010 DCA QuickStart Guide CONTACT INFORMATION Fr technical assistance, please cntact the PrintSmart Technical Supprt Team ext.4. The htline is pen Mnday thrugh Friday, 8:30 a.m. t 5 p.m. eastern time. Please nte that this ffice is clsed n Canadian hlidays. Stephen Armstrng PrintSmart Technical Trailer sarmstrng@sprich.cm Telephne: Cntact Infrmatin PrintSmart

39 DCA QuickStart Guide December 2010 Index 3 3.x.x x.x 9 A Activatin 9 Alias 6 C Custmer 5, 6, 10, 35, 36 D DCA 4, 5, 9, 10, 11, 14, 16, 17, 18, 21, 23, 24, 37 Dealer 5, 8, 9, 36 E End User License Agreement 12, 14 G Grup 5, 7, 35, 36 I Install 9, 11, 13, 18, 20, 22, 37 Installatin 11 IP range 15, 23 L Lcal Agent 17, 21, 24 Lcal Print Agent 17, 18, 21, 22, 25 M Messages 22 P PIN 9, 10, 11, 15 PrintSmart 4, 5, 7, 8, 9, 10, 11 Push Install 21, 23, 24 R reprts 7, 8, 35 Reprts 36 Rles 35 S System Requirements 4 U User ID 5, 7, 24 PrintSmart Cntact Infrmatin 39