uniFLOW Output Manager V4.1 User Manual

uniFLOW Output ManagerUser Manual - Version 4.1

DisclaimerAll rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the publisher. Company and product names mentioned herein are registered or unregistered trademarks of their respective companies. Mention of third-party products is for information purposes only and constitutes neither an endorsement nor a recommendation. NT-ware assumes no responsibility with regard to the performance or use of these products. Also, NT-ware makes no claim to these trademarks. Any use of trademarks, logo, service marks, trade names, and product names is prohibited without the written permission of the respective owners. adlib Software of Adlib Software Adobe, Adobe Reader, Acrobat, Distiller, and PostScript of Adobe Systems Incorporated Therefore of Therefore TM Apple, the Apple logo, Mac, Mac OS, and Macintosh of Apple Inc. CANON, iR, imageRUNNER ADVANCE, MEAP, CPCA, AMS, iWAMS, iSend, of Canon Inc. Crystal Reports of Business Objects SA, as of July 1, 2008: BusinessObjects of SAP eCopy, eCopy ShareScan, and eCopy ScanStation of eCopy Inc. PAS of Equitrac Corporation Hewlett Packard, HP, LaserJet, and PCL of Hewlett-Packard Company Microsoft, Windows, Windows Vista, Internet Explorer, Internet Information Server, Microsoft Word, Microsoft Excel, SQL Server of Microsoft Corporation Novell, Novell eDirectory of Novell Inc. PosterJet of Eisfeld Datentechnik GmbH & Co. KG UNIX of The Open Group uniFLOW Output Manager, MIND, and MiCard are registered trademarks of NT-ware Systemprogrammierung GmbH All other trademarks, trade names, product names, service marks are property of their respective owners and are hereby acknowledged. While every precaution has been taken in the preparation of this document, NT-ware assumes no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall NT-ware be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document. In addition, this manual provides links to the sites of affiliated or independent companies and certain other businesses. NT-ware is not responsible for examining or evaluating, and NT-ware does not warrant the offerings of, any of these businesses or individuals or the content of their Web sites. NT-ware does not assume any responsibility or liability for the actions, product, and content of all these and any other third parties. You should carefully review their privacy statements and other conditions of use. Printed: 19.10.2009 in Bad Iburg (Germany)

uniFLOW Output Manager - User Manual - Version 4.1

Publisher Publisher NT-ware Systemprogrammierung GmbH NT-ware Systemprogrammierung GmbH

Symbols used in this manual:Technical Authors Technical Editors Klaus Pals Marja Langenberg Thomas Lemmer Lydia Abghay Elk e Witt Elk e Witt Thomas Lemmer Documentation Coordinator Team Coordinator Claudia Kleinek emper Claudia Kleinek emper Online link Production Production NT-ware Systemprogrammierung GmbH NT-ware Systemprogrammierung GmbH Advanced Configuration Note Printer Wizard

Important Note

Settings

Advanced Printer Configuration

Table of ContentsForeword 11.1 1.21.2.1 1.2.2 1.2.3 1.2.4 1.2.4.1 1.2.4.2 1.2.4.3

1 44 5

INSTALLATIONIntroduction System requirements

Softw are / Operating system ......................................................................................................................................................... 5 Hardw are ......................................................................................................................................................... 6 Analyzable Printer Languages and Drivers ......................................................................................................................................................... 6 Additional Softw are ......................................................................................................................................................... 7 PDF Preview .................................................................................................................................................. 7 Database .................................................................................................................................................. 7 LDAP .................................................................................................................................................. 8

1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.101.10.1

Preparation Installation of uniFLOW OM and the SQL 2005 Express edition (standard installation) Installation of uniFLOW OM only (connecting to an existing SQL database) Installation under Windows 2003 Starting uniFLOW OM Activating your software Manual activation of the software System ID-Dongle (USB only) Uninstallation

9 10 14 18 19 21 26 32 37

Step-by-Step Instructions for an Activation via System ID Dongle ......................................................................................................................................................... 32

1.11

22.12.1.1 2.1.1.1 2.1.1.2 2.1.1.3 2.1.1.4 2.1.1.5 2.1.1.6 2.1.1.7 2.1.1.8

OVERALL VIEWuniFLOW OM features

4040

What's new in ......................................................................................................................................................... 42 uniFLOW OM Version 4.1? Universal Driver PCL/XL .................................................................................................................................................. 42 Multi Level Cost Centers .................................................................................................................................................. 42 Unicode Support .................................................................................................................................................. 42 SNMP Counter Handling .................................................................................................................................................. 43 Emergency Account Access .................................................................................................................................................. 43 uniFLOW OM and Helix PW on one Server* .................................................................................................................................................. 43 imageRUNNER ADVANCE .................................................................................................................................................. 44 Rule Based Config .................................................................................................................................................. 44

I

2.22.2.1 2.2.2 2.2.3 2.2.4 2.2.5

uniFLOW OM Base Editions and Module Structure

45

Base Editions ......................................................................................................................................................... 45 Office Modules ......................................................................................................................................................... 46 Professional Modules ......................................................................................................................................................... 48 Independent Modules and Add-on Licenses ......................................................................................................................................................... 51 Hardw are Products ......................................................................................................................................................... 54

2.3 2.4 2.5 2.6

System architecture The uniFLOW OM Server Web Activating a Project Access Pack (PAP) License uniFLOW OM Update Wizard

57 59 62 65

33.13.1.1 3.1.2 3.1.3 3.1.4 3.1.4.1

PRINTER MANAGEMENTGeneral Printer Architecture

6868

Printer integration ......................................................................................................................................................... 68 Configuration exam ples ......................................................................................................................................................... 70 The Concept of Print Processors ......................................................................................................................................................... 71 Analyzable Printer Languages and Drivers ......................................................................................................................................................... 72 GDI Accounting .................................................................................................................................................. 72

3.23.2.1 3.2.2 3.2.3

Device Information Files

75

How to assign ......................................................................................................................................................... 77 a DIF to a printer DIF Configuration ......................................................................................................................................................... 79 Modifying a DIF or creating a new DIF ......................................................................................................................................................... 80

3.33.3.1 3.3.2 3.3.3

Printer Wizards

85

Printer Wizard ......................................................................................................................................................... 88 Configuration Editing a Printer w ith the assistance of the Printer Wizard Configuration ......................................................................................................................................................... 96 Available Printer Wizards ......................................................................................................................................................... 98

3.43.4.1 3.4.2 3.4.3 3.4.4 3.4.5 3.4.6 3.4.7

Advanced Printer ConfigurationPrinter Printer Printer Printer Printer Printer Printer -

109

General ......................................................................................................................................................... 111 Info ......................................................................................................................................................... 115 Workflow ......................................................................................................................................................... 116 Prices ......................................................................................................................................................... 119 Device Agents ......................................................................................................................................................... 121 DIF Configuration ......................................................................................................................................................... 123 Access Control ......................................................................................................................................................... 125

3.5 3.6 3.73.7.1 3.7.1.1 3.7.1.2 3.7.1.3 3.7.1.4 3.7.1.5

Printer Output Options Printer Status Print Processors

127 131 133

Overview of Print Processors ......................................................................................................................................................... 133 Analyze Color Pages .................................................................................................................................................. 139 Analyze Job (Standard) .................................................................................................................................................. 140 Apply PJL Header .................................................................................................................................................. 142 Archive Job! .................................................................................................................................................. 143 Assign Manual Job Code .................................................................................................................................................. 144

II

3.7.1.6 3.7.1.7 3.7.1.8 3.7.1.9 3.7.1.10 3.7.1.11 3.7.1.12 3.7.1.13 3.7.1.14 3.7.1.15 3.7.1.16 3.7.1.17 3.7.1.18 3.7.1.19 3.7.1.20 3.7.1.21 3.7.1.22 3.7.1.23 3.7.1.24 3.7.1.25 3.7.1.26 3.7.1.27 3.7.1.28 3.7.1.29 3.7.1.30 3.7.1.31 3.7.1.32 3.7.1.33 3.7.1.34 3.7.1.35 3.7.1.36 3.7.1.37 3.7.1.38 3.7.1.39 3.7.1.40 3.7.1.41 3.7.1.42 3.7.1.43 3.7.1.44 3.7.1.45 3.7.1.46 3.7.1.47 3.7.1.48 3.7.1.49 3.7.1.50 3.7.1.51 3.7.1.52 3.7.1.53 3.7.1.54 3.7.1.55 3.7.1.56 3.7.1.57 3.7.1.58 3.7.1.59 3.7.1.60 3.7.1.61 3.7.1.62 3.7.1.63

Assign Price .................................................................................................................................................. 145 Assign users default group/cost center .................................................................................................................................................. 146 Authorization .................................................................................................................................................. 147 Backup Spool file .................................................................................................................................................. 149 Branch To Printers Processors .................................................................................................................................................. 150 Branch To Users Processors .................................................................................................................................................. 151 Check & Charge Budget .................................................................................................................................................. 152 Check for page limit on printer .................................................................................................................................................. 153 Convert Document to PDF via Adlib Express .................................................................................................................................................. 154 Convert PCL to PDF via RedTitan EscapeE .................................................................................................................................................. 155 Convert PDF to PS .................................................................................................................................................. 156 Convert PDF to PS via uniFLOW OM RIP .................................................................................................................................................. 157 Convert PS to PDF via uniFLOW OM RIP .................................................................................................................................................. 158 Convert Universal.................................................................................................................................................. 159 Driver Job Delete Job .................................................................................................................................................. 160 Display cost center .................................................................................................................................................. 161 Display Job Code .................................................................................................................................................. 163 Encrypt Job Name.................................................................................................................................................. 164 in CPCA Enter PrePrint .................................................................................................................................................. 165 Enter Release Queue .................................................................................................................................................. 166 Enter Web Queue .................................................................................................................................................. 167 Mgmt Execute Print Optimizing System .................................................................................................................................................. 168 Expand Collated Spool File .................................................................................................................................................. 169 Extract and Evaluate Banner Page .................................................................................................................................................. 170 Extract PDF Tags .................................................................................................................................................. 172 Generate Code from Internet Watchdog .................................................................................................................................................. 173 Generate Data-Merged Document .................................................................................................................................................. 174 Generate Job Order Code .................................................................................................................................................. 175 Generate Preview.................................................................................................................................................. 177 PDF via Distiller Generate Preview.................................................................................................................................................. 178 PDF via uniFLOW OM RIP Generate Print PDF via Distiller Server .................................................................................................................................................. 179 Generate Temporary Identification Code .................................................................................................................................................. 180 Generate Unique Code .................................................................................................................................................. 182 Generic User Notification .................................................................................................................................................. 183 Generic User Confirmation .................................................................................................................................................. 184 Identify from DNS .................................................................................................................................................. 185 Name and Login Initialize Universal .................................................................................................................................................. 187 Driver Job Identify User by CPCA User ID .................................................................................................................................................. 188 Identify User by For Comment .................................................................................................................................................. 189 Identify User by Job Code .................................................................................................................................................. 191 Identify User by Job Name .................................................................................................................................................. 192 Identify User by Mac Client .................................................................................................................................................. 193 Identify User by NT login .................................................................................................................................................. 195 Identify User by PJL Comment .................................................................................................................................................. 197 Identify User by SAP Name .................................................................................................................................................. 199 Initialize Universal .................................................................................................................................................. 201 Driver Job Interactive Rule Based Routing .................................................................................................................................................. 202 Load Spool file via.................................................................................................................................................. 203 WAN Load User from LDAP .................................................................................................................................................. 204 Load WAN Job Into Cluster .................................................................................................................................................. 205 Maintain Internet Gatew ay .................................................................................................................................................. 206 Maintain Internet Gatew ay V2 .................................................................................................................................................. 207 Notify User of Job.................................................................................................................................................. 208 Routing Notify User of Status .................................................................................................................................................. 210 Notify User of Status via Email .................................................................................................................................................. 211 Notify User of Status via Web Popup .................................................................................................................................................. 212 Output Job! .................................................................................................................................................. 213 Output Job to IP .................................................................................................................................................. 214

III

3.7.1.64 3.7.1.65 3.7.1.66 3.7.1.67 3.7.1.68 3.7.1.69 3.7.1.70 3.7.1.71 3.7.1.72 3.7.1.73 3.7.1.74 3.7.1.75 3.7.1.76 3.7.1.77 3.7.1.78 3.7.1.79 3.7.1.80

Prepare Job for POS via Distiller .................................................................................................................................................. 216 Print by Replication Client .................................................................................................................................................. 217 Print Job Data via .................................................................................................................................................. 218 Crystal Reports Print Job Data via .................................................................................................................................................. 220 Crystal Reports on Request Print To Cluster .................................................................................................................................................. 222 Rasterize to CPCA .................................................................................................................................................. 223 Re-arrange duplex pages for color split .................................................................................................................................................. 224 Rule Based Config. .................................................................................................................................................. 225 Rule Based Routing .................................................................................................................................................. 227 Run External Command .................................................................................................................................................. 229 Show Job Ticket .................................................................................................................................................. 230 Show Universal Driver Job Ticket .................................................................................................................................................. 231 Synchronize Print .................................................................................................................................................. 231 Job for Output User Module 1-5 .................................................................................................................................................. 233 Wait For Printer Idle .................................................................................................................................................. 235 Wait for user identification at printer .................................................................................................................................................. 236 Wait until User logged off .................................................................................................................................................. 237

3.83.8.1 3.8.1.1 3.8.1.2 3.8.1.3 3.8.1.4 3.8.1.5 3.8.1.6 3.8.1.7 3.8.1.8 3.8.1.9 3.8.1.10 3.8.1.11 3.8.1.12 3.8.1.13 3.8.1.14 3.8.1.15 3.8.1.16 3.8.1.17 3.8.1.18 3.8.1.19 3.8.1.20 3.8.1.21 3.8.1.22 3.8.1.23 3.8.1.24 3.8.1.25 3.8.1.26 3.8.1.27 3.8.1.28 3.8.1.29 3.8.1.30 3.8.1.31 3.8.1.32 3.8.1.33

Device Agents

239

Overview of Device Agents ......................................................................................................................................................... 239 Canon CPCA Status monitor .................................................................................................................................................. 241 Canon iR 110 Device Synchronization .................................................................................................................................................. 242 Canon RUI Copy counter reference (copy costs) .................................................................................................................................................. 243 Canon RUI Copy Log Reader .................................................................................................................................................. 244 Canon RUI Counter reader .................................................................................................................................................. 246 Canon RUI Custom Address book .................................................................................................................................................. 247 Canon RUI Department-ID Synchronization .................................................................................................................................................. 248 Canon RUI Mailbox control .................................................................................................................................................. 250 CPCA Department.................................................................................................................................................. 251 ID Synchronizer CPCA Log Reader.................................................................................................................................................. 253 CPCA Spooler Control .................................................................................................................................................. 255 eCopy SSOP Identification Service .................................................................................................................................................. 256 Fiery RIP Log Reader .................................................................................................................................................. 257 Hotfolder Monitor .................................................................................................................................................. 258 HP LaserJet Counter Reader .................................................................................................................................................. 259 Internet Gatew ay .................................................................................................................................................. 260 V1 Internet Gatew ay .................................................................................................................................................. 261 V2 Internet Watchdog.................................................................................................................................................. 262 Control IPC Systems PayCon .................................................................................................................................................. 263 Kyocera-Mita Counter Reader .................................................................................................................................................. 264 Meap Accounting .................................................................................................................................................. 266 Client MIND Canon RUI Copy control .................................................................................................................................................. 267 MIND CPCA Copy .................................................................................................................................................. 269 Control MIND Device .................................................................................................................................................. 272 MIND Hardw are Control .................................................................................................................................................. 273 MIND SMTP Email Control .................................................................................................................................................. 274 PC 100 Device .................................................................................................................................................. 279 PC 100 Hardw are.................................................................................................................................................. 280 Control PosterJet Log Reader .................................................................................................................................................. 281 SNMP Copy Control .................................................................................................................................................. 282 SNMP Counter Reader .................................................................................................................................................. 283 SNMP Status monitor .................................................................................................................................................. 285 uniFLOW OM Port .................................................................................................................................................. 286

3.93.9.1 3.9.2 3.9.3

Large Format Printing

288

Settings in the Advanced Printer Configuration ......................................................................................................................................................... 288 Accounting via PosterJet Server ......................................................................................................................................................... 291 Accounting via SPlot ......................................................................................................................................................... 292

IV

44.14.1.1 4.1.1.1 4.1.1.2 4.1.1.3 4.1.1.4 4.1.1.5 4.1.1.6 4.1.1.7

USER MANAGEMENTUser Configuration Possibilities in uniFLOW OM

296296

Online LDAP Authentication ......................................................................................................................................................... 296 Connections - LDAP - General .................................................................................................................................................. 300 Connections - LDAP - Field Scheme .................................................................................................................................................. 304 Connections - LDAP - Field Scheme (particularities w ith groups) .................................................................................................................................................. 305 Connections - LDAP - Field Scheme (particularities w ith cost centers) .................................................................................................................................................. 310 Connections - LDAP - Budget .................................................................................................................................................. 314 Save your Settings .................................................................................................................................................. 315 Configure general.................................................................................................................................................. 315 LDAP settings

4.24.2.1 4.2.2 4.2.3

Import User Data

318

Im port/Export......................................................................................................................................................... 319 XML Base Data Im port/Export......................................................................................................................................................... 320 - Window s user accounts PAS(TM) Database Im port ......................................................................................................................................................... 320

4.34.3.1 4.3.2 4.3.3 4.3.4 4.3.5 4.3.6 4.3.7 4.3.8 4.3.9 4.3.10

User Configuration

321

Bulk Change - Users ......................................................................................................................................................... 323 Entering new ......................................................................................................................................................... 325 users and edit users User - General ......................................................................................................................................................... 326 User - Groups ......................................................................................................................................................... 332 User - Cost Centers ......................................................................................................................................................... 334 User - Budget......................................................................................................................................................... 336 User - Prices ......................................................................................................................................................... 338 User - Workflow ......................................................................................................................................................... 340 User - Addresses ......................................................................................................................................................... 341 User - Fingerprints ......................................................................................................................................................... 343

4.44.4.1 4.4.2 4.4.3 4.4.4 4.4.5 4.4.6 4.4.7

Group Configuration

345

Bulk Change - Groups ......................................................................................................................................................... 346 Entering new ......................................................................................................................................................... 348 groups and edit groups Groups - General ......................................................................................................................................................... 349 Groups - Cost centers ......................................................................................................................................................... 351 Groups - Workflow ......................................................................................................................................................... 353 Groups - Budget ......................................................................................................................................................... 354 Groups - Prices ......................................................................................................................................................... 356

4.54.5.1 4.5.2 4.5.2.1 4.5.2.2 4.5.2.3 4.5.3 4.5.4 4.5.5 4.5.6 4.5.7 4.5.8 4.5.9

Cost Centers

358

Introduction ......................................................................................................................................................... 358 Multi Level Cost Centers ......................................................................................................................................................... 359 Multi level cost center selection w ith MEAP .................................................................................................................................................. 360 Multi level cost center selection w hen printing to an output printer .................................................................................................................................................. 363 Allow ed Cost Centers .................................................................................................................................................. 363 Cost Centers......................................................................................................................................................... 364 Overview Screen Hierarchic Overview Screen ......................................................................................................................................................... 366 Bulk Change - Cost Centers ......................................................................................................................................................... 367 Entering new ......................................................................................................................................................... 369 cost centers and editing of cost centers Cost Centers......................................................................................................................................................... 370 - General Cost Centers......................................................................................................................................................... 373 - Budget Cost Centers......................................................................................................................................................... 376 - Prices

5

GENERAL FEATURES

380

V

5.1

Further Basic Settings in uniFLOW OM

380

Base Data - Price Profiles ......................................................................................................................................................... 380 5.1.1 Base Data - Article ......................................................................................................................................................... 384 5.1.2 Base Data - Media Types ......................................................................................................................................................... 387 5.1.3 Entering new Media Types and editing of Media Types .................................................................................................................................................. 389 5.1.3.1 Deleting Media Types ........................................................................................................................................... 390 5.1.3.1.1 Synchronization of........................................................................................................................................... 392 device specific Paper Catalogs 5.1.3.1.2

5.25.2.1 5.2.1.1 5.2.1.2 5.2.2

Accounting and Budgeting

394

Setting up Enforce User Budget ......................................................................................................................................................... 397 Enforce User Budget w ith a MIND Device .................................................................................................................................................. 398 Enforce User Budget w ith the uniFLOW OM Login Manager .................................................................................................................................................. 399 Manually Charge/Deposit Budget ......................................................................................................................................................... 401

5.35.3.1 5.3.2 5.3.3

Spooler Monitoring

405

uniFLOW OM Printer Port ......................................................................................................................................................... 405 Status control via the uniFLOW OM Port ......................................................................................................................................................... 408 APJ Print ......................................................................................................................................................... 408

5.45.4.1

Print Audits Access Control in uniFLOW OM

410 412

Print Audit Features for Desktop Accounting ......................................................................................................................................................... 410

5.55.5.1 5.5.1.1 5.5.2 5.5.2.1 5.5.2.2

Creating an ACL in the Server Configuration ......................................................................................................................................................... 413 New ACL .................................................................................................................................................. 415 Global Access Control of Device Features ......................................................................................................................................................... 417 Server Config. / Access Control .................................................................................................................................................. 418 What has to be observed w hen mapping features on CPCA devices .................................................................................................................................................. 419

5.65.6.1

Scan to Email, Folder, Workflow ConnectionsConnections Connections Connections Connections

422 429

Em ail Rules ......................................................................................................................................................... 427

5.75.7.1 5.7.2 5.7.3 5.7.4

- Internet Watchdog ......................................................................................................................................................... 429 - Miscellaneous - IPC PayCon ......................................................................................................................................................... 431 - Miscellaneous - ICS Money Loader ......................................................................................................................................................... 432 - Miscellaneous - Netcard Money Loader ......................................................................................................................................................... 433

5.8

Server Configuration

435

Server Config. - Interface ......................................................................................................................................................... 435 5.8.1 Server Config. - Interface - User Identification .................................................................................................................................................. 436 5.8.1.1 Server Config. - Interface - Database format .................................................................................................................................................. 437 5.8.1.2 Server Config. - Interface - uF Server Synchronization .................................................................................................................................................. 440 5.8.1.3 Server Config. - Interface - Budget Management System .................................................................................................................................................. 443 5.8.1.4 Server Config. - Interface - Import/Export .................................................................................................................................................. 444 5.8.1.5 Server Config. - Notification ......................................................................................................................................................... 445 5.8.2 Server Config. - Notification - General .................................................................................................................................................. 445 5.8.2.1 Server Config. - Notification - SMTP Server .................................................................................................................................................. 447 5.8.2.2 Server Config. - Notification - String Editor .................................................................................................................................................. 451 5.8.2.3 Device Discovery ........................................................................................................................................... 453 5.8.2.3.1 General Messages........................................................................................................................................... 453 5.8.2.3.2 MoneyLoader ........................................................................................................................................... 457 5.8.2.3.3 Total Counter Reader ........................................................................................................................................... 458 5.8.2.3.4 Notify at status ........................................................................................................................................... 458 5.8.2.3.5 Job Status ........................................................................................................................................... 459 5.8.2.3.6 Server Config. - General Settings ......................................................................................................................................................... 461 5.8.3

VI

5.8.3.1 5.8.3.2 5.8.3.3 5.8.3.4 5.8.3.5 5.8.3.6 5.8.3.7 5.8.3.8 5.8.3.9 5.8.3.10 5.8.3.11 5.8.3.12 5.8.3.13 5.8.3.14 5.8.3.15 5.8.3.16 5.8.3.17 5.8.3.18 5.8.3.19 5.8.3.20 5.8.3.21 5.8.3.22 5.8.3.23 5.8.3.24

Number of entries .................................................................................................................................................. 462 Behavior for unknow n users .................................................................................................................................................. 462 Cost Centers .................................................................................................................................................. 463 Print Jobs .................................................................................................................................................. 463 Unique Job Code .................................................................................................................................................. 463 Printer Monitoring .................................................................................................................................................. 464 iR RUI Message Board .................................................................................................................................................. 465 RQM Web .................................................................................................................................................. 465 WQM Web .................................................................................................................................................. 466 Client Web .................................................................................................................................................. 466 Protocol(s) per host IP(s) .................................................................................................................................................. 466 LDAP .................................................................................................................................................. 467 Statistics .................................................................................................................................................. 467 Prices .................................................................................................................................................. 467 Distributed RQM .................................................................................................................................................. 468 Plot .................................................................................................................................................. 468 Auto Wake Up Devices .................................................................................................................................................. 468 Cost Savings .................................................................................................................................................. 468 Therefore Integration .................................................................................................................................................. 469 Pending budget bookings .................................................................................................................................................. 470 Universal Driver .................................................................................................................................................. 470 MEAP Settings .................................................................................................................................................. 471 Application Manager (for the RPS) .................................................................................................................................................. 471 Email sender configuration .................................................................................................................................................. 471

5.95.9.1 5.9.2 5.9.3 5.9.4 5.9.5 5.9.6 5.9.7 5.9.7.1 5.9.7.2 5.9.7.3 5.9.7.4 5.9.8

Tasks in uniFLOW OM

472

Tasks - General Settings ......................................................................................................................................................... 473 Tasks - Statistic Export ......................................................................................................................................................... 474 Tasks - Read ......................................................................................................................................................... 478 Total Counters Tasks - Archive Maintenance Task ......................................................................................................................................................... 484 Tasks - Run user defined script ......................................................................................................................................................... 485 Tasks - LDAP......................................................................................................................................................... 486 Im port Task Tasks - Device Discovery Task ......................................................................................................................................................... 488 What happens w hen the Device Discovery Task is started? .................................................................................................................................................. 491 Additional features .................................................................................................................................................. 492 Email Configuration Possibilities .................................................................................................................................................. 492 Implementation Details .................................................................................................................................................. 494 Tasks - Distributed RQM Hom e Server Evaluation ......................................................................................................................................................... 495

5.105.10.1 5.10.2 5.10.3 5.10.4 5.10.5

Universal Driver

497

Initialize Universal Driver Job ......................................................................................................................................................... 498 Convert Universal Driver Job ......................................................................................................................................................... 500 Printing w ith ......................................................................................................................................................... 501 the Universal Driver Rules&Routing w ith the Universal Driver ......................................................................................................................................................... 505 Secure Printing w ith MEAP ......................................................................................................................................................... 505

66.16.1.1 6.1.2 6.1.3 6.1.4 6.1.4.1 6.1.4.2 6.1.5

INTEGRATION OF OTHER SYSTEMSMigration from PAS to uniFLOW OM

512512

How to m igrate from PAS to uniFLOW OM? ......................................................................................................................................................... 512 Preparation and security ......................................................................................................................................................... 512 Install uniFLOW OM ......................................................................................................................................................... 513 Im port the PAS database ......................................................................................................................................................... 513 File-based PAS .................................................................................................................................................. 515 database import SQL server-based PAS database import .................................................................................................................................................. 515 How to set up a new w orkflow profile for printers ......................................................................................................................................................... 515

VII

6.1.6 6.1.7 6.1.8 6.1.9 6.1.9.1 6.1.10 6.1.10.1

How to set up price profiles ......................................................................................................................................................... 516 Configure the......................................................................................................................................................... 516 Page Counter 100/300 netw ork settings Configure the......................................................................................................................................................... 516 Page Counter 100/300 device settings in uniFLOW OM Secure printing w ith the Page Counter 100/300 ......................................................................................................................................................... 518 Settings on the Page Counter 100/300 for Secure Printing .................................................................................................................................................. 518 Copy accounting w ith the Page Counter 100/300 ......................................................................................................................................................... 518 Settings on the Page Counter 100/300 for Copy Accounting .................................................................................................................................................. 519

6.2

uniFLOW OM & eCopy

521

Autom atic Login to eCopy ShareScan ......................................................................................................................................................... 521 6.2.1 eCopy ShareScan.................................................................................................................................................. 521 ID Services 6.2.1.1 Settings to be done in uniFLOW OM .................................................................................................................................................. 522 6.2.1.2 Entering new Logon Data via the uniFLOW OM Login Manager on the iR .................................................................................................................................................. 526 6.2.1.3 Secure Printing w ith the eCopy Secure Print Client ......................................................................................................................................................... 528 6.2.2 Overview and Requirements .................................................................................................................................................. 528 6.2.2.1 Installation and Firew all settings .................................................................................................................................................. 529 6.2.2.2 Licensing the eCopy Secure Print Client .................................................................................................................................................. 532 6.2.2.3 Settings to be done in eCopy ShareScan .................................................................................................................................................. 534 6.2.2.4 Settings in eCopy ShareScan for Login ........................................................................................................................................... 534 6.2.2.4.1 Settings in eCopy ShareScan for Printing ........................................................................................................................................... 537 6.2.2.4.2 Settings to be done in uniFLOW OM .................................................................................................................................................. 539 6.2.2.5 Settings in uniFLOW OM for Login ........................................................................................................................................... 539 6.2.2.5.1 Settings in uniFLOW OM for Printing ........................................................................................................................................... 543 6.2.2.5.2 Using eCopy Secure Print Client .................................................................................................................................................. 544 6.2.2.6 How to log in ........................................................................................................................................... 544 6.2.2.6.1 How to print ........................................................................................................................................... 548 6.2.2.6.2

6.36.3.1 6.3.1.1 6.3.1.2

uniFLOW OM & Therefore

551

Autom atic Login to Therefore ......................................................................................................................................................... 551 Settings to be done in uniFLOW OM for Therefore .................................................................................................................................................. 551 Entering new Logon Data via the Login Manager on the iR .................................................................................................................................................. 554

77.17.1.1 7.1.2 7.1.3

ADDITIONAL MODULES AND HARDWAREStatistics (Office Module)

558558

Choose a report ......................................................................................................................................................... 558 Available standard statistic reports ......................................................................................................................................................... 563 Custom ized statistics ......................................................................................................................................................... 568

7.2

Rules & Routing (Office Module)

570

Rule Based Routing ......................................................................................................................................................... 571 7.2.1 Defining Routing Rules .................................................................................................................................................. 573 7.2.1.1 Rule Based Routing Configuration Examples .................................................................................................................................................. 576 7.2.1.2 Rule Based Routing and GDI ......................................................................................................................................................... 580 7.2.2 Rule Based Routing from a Desktop Client or an RPS ......................................................................................................................................................... 582 7.2.3 Interactive Rule Based Routing ......................................................................................................................................................... 582 7.2.4 Authorization......................................................................................................................................................... 586 Workflow 7.2.5 Cluster Possibilities w ith Rule Based Routing ......................................................................................................................................................... 592 7.2.6 Failover cluster functionalities .................................................................................................................................................. 595 7.2.6.1 Failover Any ........................................................................................................................................... 595 7.2.6.1.1 Configuring a Failover Any cluster w ith an input printer ...................................................................................................................................... 596 7.2.6.1.1.1 Configuring a Failover Any cluster w ithout an input printer ...................................................................................................................................... 598 7.2.6.1.1.2 Failover Use Original ........................................................................................................................................... 599 7.2.6.1.2 Configuring a Failover Use Original cluster ........................................................................................................................................... 600 7.2.6.1.3 Rule Based Config ......................................................................................................................................................... 601 7.2.7 Defining Rule Based Config Rules .................................................................................................................................................. 602 7.2.7.1

VIII

7.37.3.1 7.3.2 7.3.3 7.3.3.1 7.3.3.2 7.3.3.3 7.3.3.4

Secure Printing (Office Module)

607

Secure Printing Configuration ......................................................................................................................................................... 607 My Print Anyw here ......................................................................................................................................................... 609 Distributed Release Queue Managem ent ......................................................................................................................................................... 610 DRQM Architecture .................................................................................................................................................. 610 DRQM Configuration .................................................................................................................................................. 613 Tw o Configuration Scenarios for the DRQM .................................................................................................................................................. 615 Task - Distributed .................................................................................................................................................. 616 RQM Home Server Evaluation

7.47.4.1 7.4.2 7.4.3

MIND

617

Connections ......................................................................................................................................................... 617 - MIND MIND - Netw ork Configuration ......................................................................................................................................................... 620 MIND - Firm w are Update ......................................................................................................................................................... 622

7.5 7.67.6.1 7.6.2 7.6.3

Release Queue Management The NT-ware MoneyLoader

624 630

MoneyLoader Configuration ......................................................................................................................................................... 631 MoneyLoader Warning Level and Warning Em ails ......................................................................................................................................................... 637 The different ......................................................................................................................................................... 641 User Types

7.77.7.1

Biometric Module (Office Module) uniFLOW OM MEAP Applets - Basic Settings for both Applets

646 652

Reading in Users' Fingerprints ......................................................................................................................................................... 646

7.8

uniFLOW OM Login Manager ......................................................................................................................................................... 652 7.8.1 uniFLOW OM Secure/Public Printing Applet ......................................................................................................................................................... 654 7.8.2 Licensing the......................................................................................................................................................... 654 MEAP Applets in uniFLOW OM 7.8.3 Prepare for installation and licensing of the Applets on the iR ......................................................................................................................................................... 655 7.8.4 Configuration......................................................................................................................................................... 656 of the iR device for the uniFLOW OM Login Manager 7.8.5 Installing the ......................................................................................................................................................... 657 uniFLOW OM Login Manager 7.8.6 Installing the ......................................................................................................................................................... 660 uniFLOW OM Secure/Public Printing Applet 7.8.7 Configuration......................................................................................................................................................... 663 of the MEAP Netw ork in uniFLOW OM 7.8.8 MEAP & miniMIND .................................................................................................................................................. 663 - Status 7.8.8.1 Default Behavior for MEAP Applications for all Printers ........................................................................................................................................... 663 7.8.8.1.1 Settings per Device ........................................................................................................................................... 669 7.8.8.1.2 Integration of different USB devices on an iR ........................................................................................................................................... 674 7.8.8.1.3 MEAP & miniMIND .................................................................................................................................................. 675 - Netw ork Configuration 7.8.8.2 MiCard V2 Configuration ......................................................................................................................................................... 677 7.8.9 Global MiCard V2 .................................................................................................................................................. 677 Configuration 7.8.9.1 Configuration - General ........................................................................................................................................... 678 7.8.9.1.1 Configuration - HID........................................................................................................................................... 679 7.8.9.1.2 HID Configuration Examples ...................................................................................................................................... 680 7.8.9.1.2.1 Configuration - Multi ........................................................................................................................................... 682 7.8.9.1.3 Configuration - HiTag ........................................................................................................................................... 684 7.8.9.1.4 Device Specific MiCard V2 Configuration .................................................................................................................................................. 684 7.8.9.2

7.97.9.1 7.9.2 7.9.3 7.9.3.1 7.9.3.2 7.9.3.3 7.9.3.4 7.9.3.5

Configuration of the uniFLOW OM Login Manager

687

Setting up a printer for the uniFLOW OM Login Manager ......................................................................................................................................................... 687 Setting up users in uniFLOW OM ......................................................................................................................................................... 688 User Authentication on the iR ......................................................................................................................................................... 688 Username / Passw ord Authentication .................................................................................................................................................. 689 PIN Code Authentication .................................................................................................................................................. 689 ID Card Authentication .................................................................................................................................................. 691 Remote User Interface (RUI) Authentication .................................................................................................................................................. 694 Difference betw een MEAP user and Department Administrator .................................................................................................................................................. 695

IX

7.9.3.6 7.9.4 7.9.4.1 7.9.4.2

Cost center selection .................................................................................................................................................. 695 Tem porary Identification Codes ......................................................................................................................................................... 696 Preparation .................................................................................................................................................. 697 Usage .................................................................................................................................................. 698

7.10

Configuration of the uniFLOW OM Secure/Public Printing Applet

701

7.10.1 7.10.1.1 7.10.1.1.1 7.10.1.1.2 7.10.2 7.10.2.1 7.10.2.2 7.10.2.3 7.10.2.4 7.10.2.5 7.10.2.6 7.10.2.7 7.10.2.8

Configuring the printer settings in uniFLOW OM ......................................................................................................................................................... 701 Available authentication modes .................................................................................................................................................. 702 Only Secure Printing ........................................................................................................................................... 702 Secure Printing & Copy Accounting ........................................................................................................................................... 703 Configuration......................................................................................................................................................... 703 settings for the various authentication m ethods uniFLOW OM Secure/Public Printing Applet w ith the uniFLOW OM Login Manager .................................................................................................................................................. 703 uniFLOW OM Secure/Public Printing Applet w ith a MIND and an ID-Device .................................................................................................................................................. 704 uniFLOW OM Secure/Public Printing Applet w ith SSO (Single Sign On) .................................................................................................................................................. 705 uniFLOW OM Secure/Public Printing Applet w ith Department IDs .................................................................................................................................................. 706 uniFLOW OM Secure/Public Printing Applet w ith a miniMIND and ID-Device .................................................................................................................................................. 708 uniFLOW OM Secure/Public Printing Applet w ith personal PIN code .................................................................................................................................................. 710 Secure Queue (Personal Print Queue) .................................................................................................................................................. 710 Public Archive (Print on Demand) .................................................................................................................................................. 712

7.117.11.1 7.11.2 7.11.3 7.11.3.1 7.11.3.2 7.11.3.3

Desktop Accounting (Office Module)

715

Desktop Accounting on Window s Vista ......................................................................................................................................................... 717 Rem ote Print ......................................................................................................................................................... 718 Server as Desktop Accounting Client for m ax. five Users Rule Based Routing from a Desktop Printer to a Netw ork Printer ......................................................................................................................................................... 719 Configuration of the Desktop Printer .................................................................................................................................................. 721 Configuration of the Job Ticket Input Printer .................................................................................................................................................. 724 Configuration of the Secure Printing Input Printer .................................................................................................................................................. 726

7.12

Remote Print Server

729

7.12.1 7.12.2 7.12.3 7.12.4 7.12.5 7.12.6 7.12.7 7.12.7.1 7.12.7.2 7.12.7.3 7.12.8 7.12.9 7.12.10 7.12.11 7.12.12 7.12.13 7.12.14 7.12.14.1 7.12.14.2 7.12.14.3

System requirem ents ......................................................................................................................................................... 732 Supported Device Agents in uniFLOW OM and RPS ......................................................................................................................................................... 732 Supported Print Processors in uniFLOW OM, Window s RPS and Novell RPS ......................................................................................................................................................... 734 Connections ......................................................................................................................................................... 734 - RPS Installation of......................................................................................................................................................... 737 the Rem ote Print Server for Window s Uninstallation......................................................................................................................................................... 740 of the Rem ote Print Server Installation of......................................................................................................................................................... 740 the Rem ote Print Server for Novell NetWare System requirements .................................................................................................................................................. 740 Installation .................................................................................................................................................. 741 Uninstallation .................................................................................................................................................. 742 Security Settings for the Rem ote Print Server (RPS) ......................................................................................................................................................... 742 Rem ote Print ......................................................................................................................................................... 742 Server Diagnostics (RPS Status site) Rem ote Print ......................................................................................................................................................... 745 Server Budget Handling Rem ote Print ......................................................................................................................................................... 746 Server MEAP Features Rem ote Print ......................................................................................................................................................... 746 Server MIND Features Configuration......................................................................................................................................................... 747 of the LDAP Connector for the Rem ote Print Server Rule Based Routing from an RPS Printer to a uniFLOW OM Printer ......................................................................................................................................................... 747 General .................................................................................................................................................. 747 Preparation .................................................................................................................................................. 748 Configuration of the printers in uniFLOW OM .................................................................................................................................................. 753

7.137.13.1 7.13.1.1 7.13.1.2 7.13.1.3 7.13.2 7.13.2.1

Server Clustering (Office Module / Enterprise Edition)

760

High-availability (HA) clusters ......................................................................................................................................................... 760 uniFLOW OM on a.................................................................................................................................................. 761 Window s 2003 server cluster environment Softw are and License Requirements .................................................................................................................................................. 762 Installation and configuration .................................................................................................................................................. 763 A single resource RPS installation on a Window s 2003 server cluster ......................................................................................................................................................... 763 Softw are requirements .................................................................................................................................................. 763

X

7.13.2.2

Installation and configuration .................................................................................................................................................. 763

7.147.14.1 7.14.2 7.14.3 7.14.3.1 7.14.3.2 7.14.4 7.14.4.1 7.14.4.2 7.14.4.3

Load Balancing (Professional Module)

764

Load Balancing Features & Functionality ......................................................................................................................................................... 764 Configuring a......................................................................................................................................................... 765 Printer Cluster How to set up a Load Balance Fixed Cluster ......................................................................................................................................................... 767 Load Balance Fix .................................................................................................................................................. 767 w ith Web Queue Management Load Balance Fix .................................................................................................................................................. 769 w ithout Web Queue Management How to set up a Load Balance Color Split Cluster ......................................................................................................................................................... 771 Introduction .............................................................................................................................