KYOCERA MITA Network Print Monitor User Guide

KYOCERA MITA Network Print Monitor User Guide
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Below you will find brief information for Network Print Monitor. The Network Print Monitor is a software utility that provides a simple way to monitor and manage network printing devices. The software includes tools for device discovery, printer driver installation, user management, and more. You can use the Network Print Monitor to monitor the status of your devices, track printing activity, and troubleshoot printing issues. You can also use the Network Print Monitor to manage device settings, such as printer drivers, user permissions, and job accounting settings. The Network Print Monitor is a great tool for managing your network printing environment.

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KYOCERA MITA Network Print Monitor User Guide | Manualzz

NETWORK PRINT MONITOR

User Guide

Legal Notes

Unauthorized reproduction of all or part of this guide is prohibited.

The information in this guide is subject to change without notice.

We cannot be held liable for any problems arising from the use of this product, regardless of the information herein.

Regarding Trademarks

Microsoft Windows is a registered trademark of Microsoft Corporation in the U.S. and/or other countries.

All other brand and product names herein are registered trademarks or trademarks of their respective companies.

Examples of the operations given in this guide support the Windows 7 printing environment. Essentially the same operations are used for Microsoft Windows Vista, Windows XP, Windows Server 2003, and Windows Server 2008 environments.

© 2011 KYOCERA MITA Corporation

Table of Contents

Chapter 1 Quick Start

Starting and Logging In ................................................................................................................. 1-1

Editing Authentication Options ...................................................................................................... 1-1

Device Discovery .......................................................................................................................... 1-2

Adding Devices ....................................................................................................................... 1-2

Automatic Device Discovery .................................................................................................... 1-3

Excluded Devices .................................................................................................................... 1-3

Host Discovery .............................................................................................................................. 1-4

Activating Host Services .......................................................................................................... 1-4

Adding Hosts ........................................................................................................................... 1-5

Automatic Host Discovery ....................................................................................................... 1-5

Excluded Hosts ....................................................................................................................... 1-6

User Interface ............................................................................................................................... 1-6

Main Menu ............................................................................................................................... 1-7

My Views Pane ........................................................................................................................ 1-7

Default Views Pane ................................................................................................................. 1-7

Device List Pane ...................................................................................................................... 1-7

Closing the Application Window .................................................................................................... 1-8

Chapter 2 View Management

View As ......................................................................................................................................... 2-1

Default Views ................................................................................................................................ 2-1

Map View ................................................................................................................................. 2-2

My Views ....................................................................................................................................... 2-3

Adding a New Folder to My Views ................................................................................................. 2-3

Renaming a Folder or View ........................................................................................................... 2-3

Removing a Device, Account, or Host from View .......................................................................... 2-4

Searches ....................................................................................................................................... 2-4

Searching ................................................................................................................................ 2-4

Advanced Searching ............................................................................................................... 2-4

Dynamic View ............................................................................................................................... 2-5

Adding a Dynamic View ........................................................................................................... 2-5

Manual View ................................................................................................................................. 2-6

Adding a Manual View Using Selection ................................................................................... 2-6

Folder Reports .............................................................................................................................. 2-6

Creating and Exporting a Folder Report .................................................................................. 2-6

Updating a View ............................................................................................................................ 2-7

Exporting a View to a File .............................................................................................................. 2-7

Exporting a List to a File ................................................................................................................ 2-7

Duplicating a View ......................................................................................................................... 2-7

Renaming a View .......................................................................................................................... 2-8

Deleting a View ............................................................................................................................. 2-8

Resizing the View Areas ............................................................................................................... 2-8

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Refresh ......................................................................................................................................... 2-8

Chapter 3 Device

Device Properties .......................................................................................................................... 3-1

Displaying Device Properties ................................................................................................... 3-1

Displaying Device Home Page ...................................................................................................... 3-2

Administrator Login ....................................................................................................................... 3-2

Address Book ................................................................................................................................ 3-2

Adding Contacts ...................................................................................................................... 3-3

Adding Groups ........................................................................................................................ 3-3

Adding a Contact to a Group ................................................................................................... 3-3

Deleting Contacts and Groups ................................................................................................ 3-3

Editing Contacts and Groups ................................................................................................... 3-4

Copying Contacts and Groups ................................................................................................ 3-4

Searching the Address Book ................................................................................................... 3-4

One Touch Keys ...................................................................................................................... 3-4

Device View Printer Installation ..................................................................................................... 3-6

Installing Printer Drivers in Device View .................................................................................. 3-6

Uninstalling Printer Drivers in Device View .............................................................................. 3-7

Upgrading Printer Drivers in Device View ................................................................................ 3-7

Device Users ................................................................................................................................. 3-7

Adding Device Users ............................................................................................................... 3-8

Searching the Device User List ............................................................................................... 3-8

Setting a Simple Login Key ...................................................................................................... 3-9

Searching the Simple Login Key List ....................................................................................... 3-9

Jobs .............................................................................................................................................. 3-9

Showing Job Detail ................................................................................................................ 3-10

Exporting the Job Log ............................................................................................................ 3-10

Searching a Job List .............................................................................................................. 3-10

Stored Jobs ................................................................................................................................. 3-10

Viewing Stored Jobs .............................................................................................................. 3-11

Printing Stored Jobs .............................................................................................................. 3-11

Printing a Stored Job List ....................................................................................................... 3-11

Deleting Stored Jobs ............................................................................................................. 3-11

Searching Stored Jobs .......................................................................................................... 3-12

Document Box ............................................................................................................................ 3-12

Viewing and Editing a Document Box .................................................................................... 3-12

Adding a Document Box ........................................................................................................ 3-13

Exporting a Document Box List ............................................................................................. 3-13

Document Properties ............................................................................................................. 3-14

Document Views ................................................................................................................... 3-14

Downloading a Document ..................................................................................................... 3-14

Searching a Document Box ................................................................................................... 3-14

Moving Documents Between Document Boxes ..................................................................... 3-14

Virtual Mailbox ............................................................................................................................ 3-14

Viewing Virtual Mailboxes ...................................................................................................... 3-15

Deleting Virtual Mailboxes ..................................................................................................... 3-15

Exporting a Virtual Mailbox List ............................................................................................. 3-15

Advanced Virtual Mailbox Options ......................................................................................... 3-16

Adding a New Virtual Mailbox ................................................................................................ 3-16

Editing a Virtual Mailbox ........................................................................................................ 3-17

Device Notification Settings ........................................................................................................ 3-17

Setting a Device Notification ................................................................................................. 3-17

Advanced Menu .......................................................................................................................... 3-18

Authentication Settings .......................................................................................................... 3-18

Network Groups .................................................................................................................... 3-21

TCP/IP Send Data ................................................................................................................. 3-23

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User Guide

Device Applications ..................................................................................................................... 3-23

Installing an Application on Multiple Devices ......................................................................... 3-23

Installing an Application on One Device ................................................................................ 3-24

Activating an Installed Application on Multiple Devices ......................................................... 3-25

Activating an Installed Application on One Device ................................................................. 3-25

Viewing Installed Applications ............................................................................................... 3-26

Searching Applications .......................................................................................................... 3-26

Exporting Device Information to a File ......................................................................................... 3-26

Chapter 4 Account

Administrator Login ....................................................................................................................... 4-1

Adding Account Devices ............................................................................................................... 4-1

Creating a New Account ............................................................................................................... 4-1

Account Properties ........................................................................................................................ 4-2

Device Accounts ........................................................................................................................... 4-3

Account Devices ........................................................................................................................... 4-3

Viewing Accounts and Devices ..................................................................................................... 4-3

Exporting Account Information to a File ......................................................................................... 4-3

Counter Reports ............................................................................................................................ 4-4

Automatic Counter Reset ........................................................................................................ 4-4

Creating a Counter Report ...................................................................................................... 4-4

Viewing and Changing Counter Report Settings ..................................................................... 4-4

Manage Device ............................................................................................................................. 4-5

Managing an Account Device .................................................................................................. 4-5

Hiding or Showing Unmanaged Devices ................................................................................. 4-5

Reset Counters ............................................................................................................................. 4-5

Resetting Job Accounting Counters ........................................................................................ 4-5

Accounting Notification Settings .................................................................................................... 4-5

Setting an Accounting Notification .......................................................................................... 4-6

Device Accounting Settings .......................................................................................................... 4-6

Accessing Device Accounting Settings ................................................................................... 4-6

Enabling or Disabling Job Accounting ..................................................................................... 4-6

Selecting Media Type Counters .............................................................................................. 4-7

Handling Errors ....................................................................................................................... 4-7

Setting Permit Processing and Copy Counter ......................................................................... 4-8

Accounting Multi-Set ..................................................................................................................... 4-8

Setting Multiple Accounting Devices ....................................................................................... 4-8

Selecting Accounting Settings in Multi-Set .............................................................................. 4-8

Selecting Accounting Source Settings ..................................................................................... 4-9

Export .......................................................................................................................................... 4-10

Exporting Account ID List ...................................................................................................... 4-10

Exporting Counter Information ............................................................................................... 4-11

Exporting Accounting Information .......................................................................................... 4-11

Chapter 5 Host

Adding Queues ............................................................................................................................. 5-1

Common Settings Options ....................................................................................................... 5-1

Conflicts Options ..................................................................................................................... 5-2

Editing a Queue Name .................................................................................................................. 5-2

Host View Printer Installation ........................................................................................................ 5-3

Allowing the Print Spooler to Access Client Connections ........................................................ 5-3

Allowing a Remote Administration Exception .......................................................................... 5-3

Installing Printer Drivers in Host View ...................................................................................... 5-4

Upgrading Printer Drivers in Host View ................................................................................... 5-4

Uninstalling Printer Drivers in Host View ................................................................................. 5-5

Installing Additional Drivers ..................................................................................................... 5-5

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Showing Printer Drivers and Print Queues .................................................................................... 5-6

Selecting Host Login Settings ....................................................................................................... 5-6

Selecting Domain Administrator Login Settings ............................................................................ 5-6

Exporting Host Information to a File .............................................................................................. 5-7

Configuring Printer Settings .......................................................................................................... 5-7

Chapter 6 Communication Settings

Setting Device Communications ................................................................................................... 6-1

TCP/IP Port ................................................................................................................................... 6-1

Setting the Port Number in Embedded Web Server ................................................................ 6-1

Communication Timeout ............................................................................................................... 6-2

SNMP Communication Retries ..................................................................................................... 6-2

Secure Protocol Settings ............................................................................................................... 6-2

Login Settings ............................................................................................................................... 6-2

Account Polling Settings ............................................................................................................... 6-2

Device Polling Settings ................................................................................................................. 6-2

Chapter 7 Multi-Set

Setting Multiple Devices ................................................................................................................ 7-1

Selecting Settings in Multi-Set ...................................................................................................... 7-1

Creating Settings From a Device ............................................................................................. 7-2

Creating a Multi-Set Settings Template ................................................................................... 7-2

Creating New Settings ............................................................................................................. 7-3

Overwriting Settings ................................................................................................................ 7-3

Chapter 8 Firmware Upgrade

Firmware Upgrade Risks ............................................................................................................... 8-1

Upgrading the Firmware ................................................................................................................ 8-1

Finishing Options .......................................................................................................................... 8-2

Chapter 9 Workspaces

Adding a New Workspace ............................................................................................................. 9-1

Opening an Existing Workspace ................................................................................................... 9-1

Import and Export Workspaces ..................................................................................................... 9-2

Importing a File to a New Workspace ...................................................................................... 9-2

Exporting a Workspace to a File .............................................................................................. 9-2

Viewing Recent Workspaces ........................................................................................................ 9-2

Chapter 10 Options

Editing E-mail Options ................................................................................................................. 10-1

Editing Authentication Options .................................................................................................... 10-1

Editing Device Polling Options .................................................................................................... 10-2

Editing SNMP Trap Options ........................................................................................................ 10-2

Editing Account Polling Options .................................................................................................. 10-3

iv

User Guide

1 Quick Start

Many features are available to help you organize and monitor network device information.

These features are available for starting the application, discovering devices, and getting familiar with the user interface.

Starting and Logging In

1

Open the application.

2

If you have administrator rights, your last saved workspace appears and you can proceed with your tasks. If you have administrator rights, and you are starting the application for the first time, proceed to step 4.

3

If you do not have administrator rights, the network administrator must set up a user login password for you. If no password has been set up, the application does not start, and an access error message appears.

Type your password in the login text box, and click OK. A password is a maximum of 32 characters. A blank password is allowed.

If your submitted password is accepted, your last saved workspace appears, unless it is your first time starting the application. If it is the first time, proceed to step 4.

If the password is not correct, the application displays an error message. If you incorrectly enter the password three times, an error message appears, and the application does not start. If this happens, see the network administrator about your password.

4

If you just installed the application, and it is the first time you are starting it, a dialog box appears after you have started and successfully logged in. You are asked to specify a workspace file. After you specify your workspace file, the application opens and displays the Add Devices wizard to help you search for network devices and create the device list.

Editing Authentication Options

If a user does not have administrator rights on the computer with the application installed, the administrator can set up a user login password. If no password has been set up for a user without administrator rights, the application does not start, and an access error message appears.

1

In the menu bar at the top left of the screen, click Edit > Options. In the

Options dialog box, click Authentication.

2

Select Enable local password.

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Quick Start

3

In the New password text box, type a password for a local user. A password is a maximum of 32 characters. A blank password is allowed.

4

In Confirm password, type the password again.

5

Click OK to save the password.

Device Discovery

Device Discovery is a process that checks networks for printing devices. If new devices are found, then the application updates its database with information about the device. This process can be performed manually for single or multiple devices, or it can be scheduled to run automatically according to a set schedule.

It is also possible to exclude devices from being discovered.

When the application is launched for the first time, or when a new workspace is opened, the Add Devices wizard automatically launches.

Adding Devices

You can use the Add Devices wizard to add devices to the view list.

1

Click Device > Discovery > Add devices.

2

In the Add Devices wizard, select a method for adding devices:

Express

Uses predefined communication settings to find devices in the local network.

Custom

Lets you select settings to find devices on any network.

3

For the selected method, complete the wizard and click Finish to begin discovery.

Custom Options for Adding Devices

With Custom selected in the Add Devices wizard, you can select the discovery process to run on your local network, a specific IP address, or a range of IP addresses. Continue through the wizard to select the following options:

On your local network

Select discovery type, TCP/IP port, SNMP options, SSL options, and discovery start time.

By IP address

Type specific IPv4 or IPv6 addresses or host names and click Add to add them to the Selected targets list. You can also click Import to search for a valid IP address list (.CSV or .TXT). An entry can be removed from the

Selected targets list by selecting it and clicking Remove. Click Next to continue through the wizard and select TCP/IP port, SNMP options, SSL options, and discovery start time.

By IP address range

Type valid starting and ending IPv4 addresses and click Add to add them to the Selected network segments list. An entry can be removed from the

Selected network segments list by selecting it and clicking Remove. Click

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Quick Start

Next to continue through the wizard and select TCP/IP port, SNMP options,

SSL options, and discovery start time.

Automatic Device Discovery

You can set up a regular schedule for performing the discovery process. If devices are frequently added to or removed from the network, performing discovery on a regular basis will keep the device database up to date.

Scheduling Automatic Device Discovery

You can set a schedule for device discovery.

1

Click Device > Discovery > Automatic discovery.

2

In the Scheduled Discovery dialog box, choose from these options:

Click Properties to select and edit an existing discovery mode. Make your selections in the window to set up a recurring schedule, and click Apply

changes.

Click Add to create a new discovery mode. In the Add Devices wizard, make your selections in the window to set up a recurring schedule. On the

Confirm discovery page, click Finish to save your changes.

3

Click Close to save your changes and close the Scheduled Discovery dialog box.

Excluded Devices

A printing device can be excluded from the discovery process. This may be done if the device is not managed by the IT department, or if the device is to be made not visible for security reasons.

Devices can be restored to the device list by performing Include device.

Excluding a Device from Discovery

This option removes the device from the device list, and displays it in the

Excluded Devices window. Information about the device is not deleted from the application.

1

In the device list, select the device to exclude.

2

Right-click on the selected device, and click Delete Device.

Including a Device

A printing device that was placed in the Excluded Devices window can be included again. When a device is included, it is available to be found the next time Discovery is performed.

1

Click Device > Discovery > Show excluded devices.

2

In the list, select an excluded device to include.

3

Click Include device.

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Quick Start

Host Discovery

Discovery is a process that checks networks for host computers. If new hosts are found, the application updates its database with information about the host.

This process can be performed manually for single or multiple hosts, or it can be scheduled to run automatically according to a set schedule. It is also possible to exclude hosts from being discovered.

Activating Host Services

For the application to discover hosts, Windows Management Instrumentation

(WMI) and Remote Procedure Call (RPC) services must be active on the host and target computers.

Installing Certificates for Signed Drivers

For Windows Vista and later, digitally signed drivers from Microsoft or from a trusted publisher, such as a device manufacturer, ensure seamless installation and upgrades. Once a driver has been digitally signed by a verified publisher, you can install a certificate.

1

Select the Security Catalog file from the driver package.

2

In the Security Catalog dialog box > General tab, click View Signature.

3

In the Digital Signature Details dialog box > General tab, click View

Certificate.

4

In the Certificate dialog box > General tab, click Install Certificate.

5

In the Certificate Import Wizard dialog box, click Next.

6

On the Certificate Store page, select Place all certificates in the following

store and click Browse.

7

In the Select Certificate Store dialog box, select Trusted Publishers and click

OK.

8

Click Next, then click Finish.

WMI

1

On the host and target computers, go to Start > Control Panel > System and

Security > Administrative Tools > Computer Management.

2

In the Computer Management dialog box, click Services and Applications.

3

Right-click WMI Control to view Properties.

4

In the WMI Control Properties dialog box, click the Security tab.

5

Click Security.

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User Guide

Quick Start

6

In the Permissions list, select the Allow check box for Remote Enable.

RPC

1

On the host and target computers, go to Start > Control Panel > System and

Security > Administrative Tools > Computer Management.

2

In the Computer Management dialog box, click Services and Applications >

Services.

3

Right-click Remote Procedure Call (RPC), then click Start.

Adding Hosts

You can use the Add Hosts wizard to add host computers to the view list.

1

Click Host > Discovery > Add hosts.

2

In the Add Hosts wizard, select a method for discovering host computers.

3

For the selected method, complete the wizard and click Finish to start discovery.

You can remove a host by selecting it in Host view and clicking Delete Host.

Driver and queue information is also removed. The host is added to the

Excluded Hosts list.

Options for Adding Hosts

In the Add Hosts wizard, you can select the discovery process to run on the current domain, the active directory, a range of IP addresses, or a specific IP address. Continue through the wizard to select the following options:

Search current domain

Select the discovery start time.

Browse Active Directory

Select a location in the Active Directory and the discovery start time.

Specify IP address range

Type a valid starting and ending IPv4 address and click Add to add them to the Selected network segments list. An entry can be removed from the

Selected network segments list by selecting it and clicking Remove.

Specify IP address

Type specific IPv4 addresses or host names and click Add to include them in the Selected targets list. You can also click Import to search for an IP address list (.CSV or .TXT). An entry can be removed from the Selected

targets list by selecting it and clicking Remove.

Automatic Host Discovery

You can set up a regular schedule for performing the discovery process. If hosts are frequently added to or removed from the network, performing discovery on a regular basis keeps the host database up to date.

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Quick Start

Scheduling Automatic Host Discovery

You can set a schedule for host discovery.

1

Click Host > Discovery > Automatic discovery.

2

If there is an existing discovery mode you would like to edit, select it and click

Properties, make your selections to set up a recurring schedule and click

Apply changes.

3

Click Add to create a new discovery mode. In the Add Host wizard, make your selections in each page to set up a recurring schedule.

4

In the Confirm discovery page, click Finish to save your changes.

5

The new Discovery Mode is added to the list. Click Close to save your changes and exit the Scheduled Host Discovery dialog box.

Excluded Hosts

You can exclude a host from the discovery process. This option removes the host from the host list, and displays it in the Excluded Hosts window.

Information about the host is not deleted from the application. Do this if the host is not managed by the IT department, or to remove the host from view for security reasons.

A host that has been excluded can be restored to the host list.

Excluding a Host from Discovery

You can exclude a host from the discovery process.

1

In Host view, select the host to exclude.

2

Right-click on the selected host, and click Delete.

Including a Host

A host that was placed in the Excluded Hosts window can be included again.

When a host is included, it is available to be found the next time Discovery is performed.

1

Click Host > Discovery > Show excluded hosts.

User Interface

2

In the list, select an excluded host to include.

3

Click Include Host.

The user interface is designed to help you quickly get the information you need about your network devices.

The screen is divided between left and right panes. On the left pane, you can select which view appears in the device list in the right pane. A view is a

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User Guide

Quick Start

specified organization of columns and rows (list), or a layout (map) of the device data.

The application offers two types of views: custom views that are listed under the

My Views heading, and standard views defined by the application that are listed under Default Views.

Main Menu

The main menu is located in the upper left corner of the screen. Basic operations that affect the application are in this menu. The main menu operates like a standard Microsoft Windows main menu.

My Views Pane

My Views are located in the left pane of the screen. My Views are lists or maps you can create from Default Views or other My Views. This lets you customize the type of information you want to see. My Views are organized in a tree structure that displays folders and My Views nodes. When you select a My

Views node, the application displays the view (list or map) in the right pane. You can create folders to organize and manage My Views. Add information to My

Views by clicking View > Add Dynamic View, or View > Add manual view

using selection.

Default Views Pane

Default Views are standard list or map views, displayed in the left pane of the screen.

When you select a particular default view, the application displays the view (list or map) in the right pane.

Under Default Views, six standard Device views, two standard Account views, and three Host views are available. They cannot be removed.

Device List Pane

The device list is located in the right pane of the screen when a Device view is selected. It provides device information in a customizable list or in a map format.

Information can be organized and sorted as needed. Each row represents a device and columns represent categories. Each device row can be expanded to display more information.

Identifying Status Icons

In the device list, status icons provide quick information about the condition of each device. Click the triangle icon to expand the row and see a description of the condition. For further information, refer to the Operation Guide.

Customizing the Device List

The application provides the ability to arrange the information in the device list to suit your needs. Changes made to My Views are saved with the view. You can update changes to My Views by clicking Update View in the toolbar.

Changes made to Default Views are not saved after you leave the view.

Showing or Hiding Columns

Find the column to the right or left of where you want a new column to appear.

Right-click on the column heading to open the selection list of columns. A column that appears in the view has a check mark next to it in the selection list.

Select a new column for the view by clicking on the desired column name. The column will now appear in the view.

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Quick Start

To hide a column from the view, click any column heading to open the selection list of columns. Click on a column name that has a check mark next to it that you want to hide. The column will no longer appear in the view.

Changing the Width of a Column

To adjust the width of a column, position the cursor over the column divider until you see the double-headed arrow. Click then drag the arrow for the desired column size. Release the mouse button.

Changing the Position of a Column

To move a column to another position in the view, click on the desired column heading, then drag it to the desired location. Release the mouse button.

Sorting Rows in the Device List

You can sort the information in the device list. Click the column heading to change the sort order of the rows in the view, using the data in that column as the sort criteria. An upward triangle indicates rows sorted in ascending order; a downward triangle indicates rows sorted in a descending order.

Expanding a Row in the Device List

You can expand a row in the device list to reveal more information about a device. Click the right-pointing triangle icon in the row of the device for which you want to see additional information. The row expands to display a 3–D picture of the device with all installed options. Other information about the device is also displayed, such as model, status, IP address, and print speed.

To collapse the row back to regular device list size, click the triangle icon again.

Closing the Application Window

You can close just the application window so that the device list is no longer visible on the screen, but the application continues to run in the system tray.

This is useful if you want to reduce the number of open windows on your desktop, or if you are running a task that does not need visual monitoring. In the menu bar at the top left of the screen, click File > Close window. To reopen the window, double-click the icon in the system tray; or right-click the icon, and then click Restore.

To exit the application, click File > Exit. The application saves the currently displayed workspace before exiting. This saved workspace appears the next time the same user opens the application.

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User Guide

2 View Management

The application offers two types of views: custom views that are listed under the

My Views heading, and standard views defined by the application that are listed under Default Views. The default views are:

Device

General view, Capability view, Counter view, Firmware view, Asset

view, Map view

Account

Accounting devices view, Accounts view

Host

Host view, Host driver view, Host queue view

You can create, change, or delete views in My Views. In the Default Views, you can customize the appearance of the lists, but the changes are not saved after you leave the view. You cannot make permanent changes to the views in

Default Views.

View As

You can switch to a different view by using the View as feature in the View menu. Select the view you want to change, click View > View as, and click the new view from the list.

If the original view is under Default Views, the view switches to the selected default view.

If the original view is under My Views, the view itself changes to the selected view. To save the view, click Update View.

This feature is not available for Account views, Host views, or custom account or host views under My Views.

Default Views

The application provides standard views under Default Views that cannot be removed or edited. Display name, IP address and Host name are included in all views except Map view, Accounts view, and all Host views.

In any view except Map view, you can add or remove columns from the table temporarily. Right-click on the column heading and select or clear the desired item or items. The modified views are not saved when you switch to a different view.

The following default Device views are available:

General View

Displays general information, such as display name, IP address, host name, toner level, description, location, and model name.

Capability View

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View Management

Displays support for various device capabilities, such as color or black & white, print speed, duplex, total memory, hard disk, scan, FAX, staple, punch, address book, document box, user list, and job log.

Counter View

Displays the device counters for total printed pages, copier printed pages, printer printed pages, FAX/i-FAX printed pages, black & white printed pages, single color printed pages, full color printed pages, total scanned pages, copier scanned pages, FAX scanned pages, and other scanned pages.

Firmware View

Displays firmware information, including system firmware, engine firmware, scanner firmware, FAX firmware (Ports 1 and 2), panel firmware, and NIC firmware version.

Asset view

Displays asset information, including MAC address, serial number, and asset number.

Map view

Displays printing devices on a background map of your office.

The following default Account views are available:

Accounting devices view

Displays general information and counters for devices that support accounting.

Accounts View

Displays account information for managed devices, such as counter totals for print, copy, FAX, and scan.

The following default Host views are available:

Host view

Displays general information about network host computers.

Host Driver View

Displays printer drivers installed on host computers.

Host queue view

Displays the print queues of host computers.

Map View

Use Map view to display printing devices on a background map of your office.

Printing device properties can be viewed and managed from Map view. The use of an office map helps to visualize the location of devices throughout an office.

Under Default Views, click Map view. The initial map view displays all devices as icons against a white background. You can import an image of your office layout to appear in the background, then click and drag each device icon to its office location. The map is shared by all map views in the current workspace.

Information about a device can be viewed by moving the pointer over the icon.

Importing a Map Background

You can import an image of your office layout to appear in the map view background.

1

Under Default Views, select Map view.

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2

Click View > Map > Import map background.

3

Click Browse to select an image file (.BMP or .JPG), then click Open.

4

Click OK in the Import Map Background dialog box.

Adjusting the Map Size

You can change the size of the map image within the view window.

Use any of the following selections in the Zoom box to change the image size:

Click Zoom in to increase the size of the image one step.

Click Zoom out to decrease the size of the image one step.

Click Zoom to Fit to place the entire image within the screen. If you change the screen size, click Zoom to Fit again.

Type a percentage between 50% and 300% and press Enter.

Clearing a Map Background

You can remove the background image from the map view. All device icons will retain their position after the change.

In the View menu, select Map > Clear map background.

My Views

You can set up custom views in addition to the default views. Custom views appear on the left side of the screen under My Views. Dynamic or manual views can be created or deleted. If desired, views can be placed in folders.

My Views lets you customize the devices, accounts, or hosts being displayed, as well as column order, number of columns, and other view settings. To save the view, click Update View.

Adding a New Folder to My Views

You can create folders under My Views so that custom views can be placed in folders.

1

In the menu bar at the top left of the screen, click File > New folder.

2

Enter a new name into the text box.

3

To save the new folder name, click outside the text box, or press Enter.

Renaming a Folder or View

You can change the name of a folder or view in My Views.

1

In the My Views pane at the left of the screen, click to highlight the view or folder you want to rename.

2

In the menu bar, click Edit > Rename.

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3

Type the new name, replacing the old name in the text box.

4

To save the new name, click outside the text box, or press Enter.

Removing a Device, Account, or Host from View

You can remove a device, account, or host so that it does not appear in a custom view under My Views. This does not delete the item from the database.

1

Select a custom view under My Views.

2

Select a device, an account, or a host to be removed from view. Multiple items can be selected by pressing Ctrl or Shift + click.

3

In the menu bar at the top of the screen, click Edit > Remove from View.

Note: There is no confirmation dialog box after you click Remove from View.

Searches

Two types of searches are available for finding devices, accounts, or hosts with particular characteristics. Search finds data in the currently displayed view.

Entries are not saved when you move from view to view. Advanced Search finds all devices, accounts, or hosts in the database for the values selected in the search dialog box.

Searching

Search will look in columns that have been removed from view. The results are not saved when you move from view to view, or perform an Advanced Search.

Search does not check the expanded information area of the devices.

The search can find exact matches for full or partial terms in the following columns or in Map view:

Device search: Display name, IP address, Host name, Model name

Account search: Account ID

Host search: Host name, Driver name, Queue name, IP address, OS

Information

1

Type an alphanumeric search term (64 character maximum) in the text box. As you type, the search examines the data of all the devices, accounts, or hosts in the original view.

2

To clear the search term, click the icon next to the Search text box. This removes any text in the text box, and restores the view to the original list of devices, accounts, or hosts before the search.

Advanced Searching

The Advanced Search feature is available for Default Views. It finds all printing devices, accounts, or hosts in the database that match the selected criteria. Up to six properties can be defined for the search. The search results are displayed until you change to another view, or perform another search.

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1

Select a default view.

2

Click Edit > Advanced search.

3

In the Advanced Search dialog box, select a search logic:

Match all criteria

This option searches for devices, accounts, or hosts that meet all the search terms specified under Criteria.

Match any criteria

This option searches for devices, accounts, or hosts that meet at least one of the search terms specified under Criteria.

4

Under Criteria, select features or properties to find in the search.

Left column

Select one property per property list. There are six property lists available.

Properties vary by device model.

Middle column

Available conditions depend on the selected property.

Right column

Type or select a value in the box.

5

Click OK. The application searches through all devices, accounts, or hosts, and displays those that match the selected Criteria. In Map view, the search result devices appear in their saved position in the office map.

Dynamic View

A dynamic view is a copy of a default or custom view that you create under My

Views. A dynamic view matches the current display in the right pane:

Device

General View, Capability View, Counter View, Firmware View, Asset

view, Map view

Account

Accounting devices view, Accounts View

Host

Host view, Host driver view, Host Queue View

Once created, you can name and modify the dynamic view as desired.

A dynamic view cannot be created when a manual view is selected under My

Views.

Adding a Dynamic View

You can modify an existing view and save it as a custom view under My Views.

1

Select a view under Default Views or My Views, except a manual view.

2

Modify the view as desired, then click View > Add Dynamic View.

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3

Type the name of the new view, up to 64 characters.

Manual View

A manual view is a custom view that includes devices, accounts, or hosts selected from an existing view.

Device

General View, Capability View, Counter View, Firmware View, Asset

view, Map view

Account

Accounting devices view, Accounts View

Host

Host view, Host Driver View, Host Queue View

Once created, you can name and modify the manual view as desired.

Advanced Search is unavailable for a manual view. A device or account can be added to a manual view by selecting it in another view and dragging it to the manual view.

Adding a Manual View Using Selection

You can create a view of selected devices, accounts, or hosts and save it under

My Views.

1

With any view displayed, select one or more devices, accounts, or hosts from the list or map.

2

Click View > Add manual view using selection.

3

Type the name of the new view, up to 64 characters.

4

If desired, modify the view, then click Update View.

Folder Reports

Folder reports provide detailed information about accounts or accounting devices for all views in a custom folder. The folder must contain custom views created from Accounting devices view or Accounts View. Once a folder report is created, it can be exported and saved in .CSV or .XML format.

An Accounts Folder Report can be created, if the folder contains at least one Accounts view. Only the accounts selected in the Accounts Folder

Report dialog box are included in the exported report.

An Accounting Devices Folder Report can be created, if the folder contains at least one Accounting devices view. Only the devices selected in the Accounting Devices Folder Report dialog box are included in the exported report.

Creating and Exporting a Folder Report

After creating a folder under My Views and adding custom views from

Accounting devices view or Accounts View, you can create and export an accounts or accounting devices report.

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1

Right-click on the desired folder and select Folder report, then select

Accounts or Accounting devices.

2

In the Accounts Folder Report or Accounting Devices Folder Report dialog box, select one or more accounts or devices to include in the report.

3

Click Export to open the Export View to CSV/XML dialog box.

4

Select the format type, name the report, and click Save.

Updating a View

When any view under My Views is changed, an asterisk appears after its name in the title bar until it is saved. You can save the updated view by clicking View >

Update View. Use this feature after any of the following:

Changing the column width or column order, adding or removing columns.

Using View > View as to change the view type.

Sorting the information in list columns.

Exporting a View to a File

You can select a view and save all view information to a file.

1

In the menu bar, click File > Export > View.

2

Type or select a filename and select a file extension.

3

Specify a destination for the exported file.

4

Click Save.

Exporting a List to a File

With any Device or Account list view displayed, you can export all list information to a .CSV or .XML file. The .CSV export uses UTF-8 encoding.

1

Click File > Export > List.

2

In the Export List to CSV/XML dialog box, type or select a file path. The file must have an extension of .CSV or .XML.

3

Click Save.

Duplicating a View

You can create a copy of a view in My Views. This is useful if you want to create a new view that is only slightly different from an existing view.

1

Under My Views, right click on the view to be copied.

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2

Click the Manage views icon and select Duplicate.

3

Type the new name, up to 64 characters and press Enter.

4

Modify the new view as needed.

Renaming a View

You can change the name of a view in My Views. Default views cannot be renamed.

1

Under My Views, select the view to be renamed.

2

Click Edit > Rename.

3

Type the new name, up to 64 characters, replacing the old name in the text box.

4

To save the new name, click outside the text box, or press Enter.

Deleting a View

You can delete a custom view from My Views. A deleted view cannot be restored. Default views cannot be deleted.

1

Under My Views, select the view to be deleted.

2

Click Edit > Delete. There is no confirmation dialog box after you click Delete.

Resizing the View Areas

If many views have been saved under My Views, or if your views have long names, you can see the view list more easily by changing the size of the viewing area in the left pane.

To change the width of the left pane, click the border between the left and right panes and drag it right or left.

To change the height of the My Views area, click the top of the Default

Views border and drag it up or down.

Refresh

Device, account, and host information are automatically updated according to the polling schedules. At any time, you can manually update this information for one or more devices. The following Refresh options are available:

Refresh

Select one or more devices and click View > Refresh to update the selected devices.

Refresh All

Click View > Refresh All to update all views.

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3 Device

The Device menu is used for finding devices and managing device settings.

Device Properties

The Properties dialog box displays settings and status information about the selected device. To open device properties, select a device, and click the

Properties icon. Alternatively, right-click on the device, and then in the context menu click Properties. Settings may differ depending on your selected device.

The settings can include:

Basic device settings

This area shows the Display name, Model, Status, IP address, Host

name, Location, and Description of the printing device. The Panel

message box shows the information currently displayed on the device operation panel. Display name, Location, and Description can be edited.

Device Alert

This area describes alerts that are currently occurring, and any troubleshooting measures that can be taken.

Media Input

This area shows the trays and cassettes that are currently installed, their capacity, and roughly how much paper they currently contain.

Capabilities

This area shows some of the key specifications of the currently selected device.

Counters

This area shows a variety of counters for different types of paper or media and output.

Firmware versions

This area lists the versions of firmware for various parts of the system.

Memory

This area shows the space available on the hard disk, memory card, optional

ROM, and in the RAM disk.

Asset

This area shows the MAC address of the network adapter in the device, the

Serial number of the device itself, and the Asset number which may be assigned by your organization.

Displaying Device Properties

You can view the properties of a printing device.

1

Select a device in the view pane.

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2

Click the Properties icon to display information about the selected device.

3

Click Refresh to update any settings that might have been changed on the device while this dialog box was open.

Displaying Device Home Page

Printing devices that contain web servers can display a web page containing information about the device's current status and settings. The layout and information shown on this page differs by printing device model. Click Device >

Device Home Page to display this web page. Alternatively, click the Device

Home Page icon, or right-click on the device, and then in the context menu click

Device Home Page.

Administrator Login

For some models, administrator authentication is required to access selected features in the Device and Account menus. Available features vary by model.

When you select the feature from a menu or context menu, you are prompted to type one of the following in the Administrator Login dialog box:

Embedded Web Server password

Administrator login and Administrator password (with optional Use local

authentication)

Accounting administrator code

Operations on multiple devices do not prompt for the administrator login. Login options must be selected in the Login section of the Communication Settings dialog box.

Address Book

The Address Book is a list of individuals and their contact information that is stored on the device. Each entry for an individual is called a contact, and contacts can be organized into groups. This contact and group information is stored on the device, and is used for faxing and scanning operations.

To open the address book, select a device in the device list, and select Device

> Address book.

Note: If authentication is set, accessing the address book requires the correct

Login user name and Password in the Communication Settings for the device. If authentication on the device is not set, the login dialog box does not appear so a user name and password is not needed.

The information that can be stored for each contact includes:

Number

Name (and furigana, if applicable)

Cover page (recipient, company, department). This information is transmitted on a Network FAX.

E-mail

FTP (File Transfer Protocol)

SMB (Server Message Block)

FAX

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Internet FAX

You can create One Touch keys to let you access address book entries by pressing one key on the printing system's operation panel.

Adding Contacts

You can add individuals to the address book stored on a device.

1

In the menu bar at the top left of the Address Book, click Add contact. The

Contact Settings dialog box appears.

2

Enter the name of the contact in the Name box.

3

Click OK to save the new address book entry.

Adding Groups

Contacts in the address book can be organized into groups. This is useful when the device sends out notifications of certain types of events, for example.

1

In the menu bar at the top left of the Address Book, click Add group. The

Group Settings dialog box appears.

2

Enter the name of the new group. The name does not have to be unique.

3

Click OK to send the information to the device.

Adding a Contact to a Group

You can search for contacts and add them to an existing group. Each step requires communication with the device, which may be slow depending on network conditions.

1

Select a group, then click the Properties icon.

2

In the Group Settings dialog box, click the Add members icon. The user list is downloaded from the device and appears in the dialog box.

3

Select one or more users to add, and click Add.

4

Click OK in the Add Group Members dialog box.

You can delete a contact by selecting it from the Group Settings dialog box and clicking the Remove members icon.

Deleting Contacts and Groups

Contacts and groups can be deleted from the address book when they are no longer needed.

1

Select one or more contacts or groups.

2

Click the Delete icon, then click Yes to confirm.

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The updated information is sent to the device.

Editing Contacts and Groups

The information saved in the Address Book dialog box for each contact or group can be edited if necessary.

1

Select a contact or group item.

2

Right-click and select Properties. The Contact Settings or Group Settings dialog box for the selected contact or group opens.

3

Edit the information in the dialog box, and click OK to save the changes.

Copying Contacts and Groups

Contacts and groups can be copied. This can save time when creating address book entries that are very similar to existing entries.

Note: When performing this copy and paste operation, you should be aware that the modifications will be applied after the Paste command.

1

Select the contact or group to copy, and click the Copy icon.

2

Click the Paste icon.

3

Modify the new contact or group as needed.

Each time a contact or group is copied, the name is changed as follows:

First time: "Copy" is added to the name.

Second time: "Copy 2" is added to the list.

Third time: "Copy 3" is added to the list.

The naming continues to follow this pattern.

Searching the Address Book

You can search the device address book in order to update contact or group information. Address book information can be searched by Number, Name, E-

mail, FTP, SMB, FAX number or Internet FAX address.

1

In the Searchable fields list, choose the field to search.

2

Enter the name or part of a name (or furigana, if applicable) to find in the adjacent Search text box.

3

To clear the search results and display the entire address book again, click the

Clear search icon.

One Touch Keys

This feature lets you access Address Book entries for contacts or groups by pressing one key on the printing system’s operation panel.

User Guide

Device

The number of One Touch keys that can be created for each address book varies according to printing system model.

Adding One Touch Keys

You can create a list of One Touch keys for an Address Book.

1

In any Device view, select a printing system with an address book.

2

Click Device > Address book.

3

In the Address Book dialog box, click the Show One Touch keys icon, then click the Add One Touch key icon.

4

In the Add One Touch Key dialog box, select settings:

Name

Type a name, to a maximum of 24 characters.

Number

Select a number, to a maximum of 1000 (the maximum number varies by model), or select Auto to choose the next available number.

Destination

Click Add destination. In the One Touch Key Destination dialog box, select a contact or group.

5

Click OK in all dialog boxes.

To delete an entry from the One Touch Key dialog box, select it in the list and click Delete One Touch key.

Viewing and Editing One Touch Key Properties

You can view and edit information about One Touch Key for contacts and groups.

1

In any Device view, select a printing system with an address book.

2

Click Device > Address book.

3

In the Address Book dialog box, click the Show One Touch keys icon.

4

In the One Touch Key dialog box, select a list item and click One Touch key

properties to view the One Touch key details.

5

In the One Touch Key Properties dialog box, you can edit the Name and

Destination.

6

Click OK in all dialog boxes.

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Device

Searching One Touch Keys

In the One Touch Key dialog box, you can search by Number, Name, Address

number, and Address type. In the One Touch Key Destination dialog box, you can search by Number, Address type, Name, and Destination.

1

In the Searchable fields list, select the field to search.

2

Type a full or partial search string in the adjacent Search text box.

3

To clear the search results and display the entire list again, click the Clear

search icon.

Device View Printer Installation

The printer driver software provides settings to customize output from your printing system. You can install printer drivers from the Device menu. Once installed, drivers can be upgraded or uninstalled.

Installing Printer Drivers in Device View

You can use the Driver Installation wizard to install printer drivers.

1

In any Device view, right-click on a device and select Advanced > Install

driver.

2

In the Driver Installation wizard, select the host computer where the drivers will be installed. Click Next. If one or more hosts cannot be accessed, a message appears.

3

Select one or more printer models to install. Click Next.

4

Click Have disk and browse to find a valid .INF file for each driver being installed. Click Open, then click OK. Click Next.

5

On the Printer settings page, select available settings for each printer driver.

The port cannot be changed. Some options open another dialog box for selecting settings.

You can click Common settings and apply some settings to all selected printer models.

You can click Conflicts and select from available options.

You can click Import and select a configuration settings file (.KVP).

You can click Export and save current configuration settings in a .KVP file.

Click Next.

6

On the Confirm settings page, review your settings.

7

Click Finish to install the printer drivers.

8

When installation is finished, you can click Export to save an installation log file

(.TXT).

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Device

9

Click OK.

Uninstalling Printer Drivers in Device View

You can use the Driver Uninstallation wizard to uninstall printer drivers.

1

In any Device view, right-click on a device and select Advanced > Uninstall

driver.

2

In the Driver Uninstallation wizard, select a host or hosts. Click Next.

3

Select the check box next to each driver to uninstall. Select at least one driver under each host. Click Next.

4

On the Confirm Settings page, review your selections.

5

Click Finish to begin the uninstallation process. When uninstallation is finished, you can click Export to save an uninstallation log file (.TXT).

6

Click OK.

Upgrading Printer Drivers in Device View

You can upgrade printer drivers to a later version.

1

In any Device view, right-click on a device and select Advanced > Upgrade

driver.

2

In the Driver Upgrade wizard, select the host computers where the drivers are currently installed. Click Next.

3

Select the drivers to be upgraded, then click Next. Click Have disk and browse to find a valid .INF file for each driver being upgraded.

4

On the Confirm Settings page, review selected settings.

5

Click Finish to begin the upgrade process. When upgrade is finished, you can click Export to save an upgrade log file (.TXT).

6

Click OK.

Device users who are authorized to use a device are on a user list with their login information and passwords. When user authentication is set, only users who are administrators on the device are able to use the various functions of the device.

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Note: To access the user list of a device, the correct Login user name and

Password must be in Communication Settings for the device. If an administrator password is set for the device, then only an administrator can change the user list.

Adding Device Users

You can add users to the user list located on the device. The Device User List can be used to control which users are able to operate or access the device.

1

Select a device.

2

Click Device > Users.

3

In the Users dialog box, click the Add user icon.

4

Type information about the user in the dialog box.

5

Click Select to choose from available Account IDs.

6

Select Allow administrator access to give the user permission to change device settings. When cleared, the user only has user access.

7

Click Advanced to select additional options:

Language

Select the default operation panel language for the user.

Default screen

Select the default operation panel screen for the user. If Send or FAX is selected, choose the default Send/FAX screen.

ID card information

Enter the alphanumeric information from the ID card.

Authorization

Select permissions for each available printing feature.

8

Click OK to create the new device user.

You can edit a device user by selecting it from the list and clicking Properties.

You can delete a device user by selecting it from the list and clicking Delete

user.

Searching the Device User List

You can search the Users dialog box by Login user name or User name.

1

In the Searchable fields list, choose the field to search.

2

Enter the name or part of a name to search in the adjacent Search text box.

User Guide

Device

3

To clear the search results and display the entire list again, click the Clear

search icon.

Setting a Simple Login Key

You can select Simple Login settings for your device.

1

Select a device.

2

Click Device > Users.

3

In the Users dialog box, click Show Simple Login keys.

4

In the Simple Login Keys dialog box, click Add Simple Login key.

5

In the Add Simple Login Key dialog box, select an icon and type a name to a maximum of 32 characters.

6

Select a Specific number from 1 to 20, or select Next available number to set the number automatically.

7

Select an Authentication mode.

If Use local authentication is selected, click Select from user list. Select a login user name, and click OK.

If Use network authentication is selected, type a Login user name and

Login password. For Password login, select On to require a password at login. Select Off to disable the password requirement.

8

Click Add to create the Simple Login key.

You can edit a Simple Login key by selecting it and clicking Properties.

You can remove an entry from the Simple Login Keys dialog box by selecting it and clicking Delete Simple Login key.

Searching the Simple Login Key List

You can search the Simple Login Keys dialog box by Simple Login key

number or Simple Login key name.

1

In the Searchable fields list, choose the field to search.

2

Enter the name or part of a name to search in the adjacent Search text box.

3

To clear the search results and display the entire list again, click the Clear

search icon.

Jobs

The Jobs command opens the Jobs dialog box, where you can view information about jobs currently in the queue for the device. Job logs show information about recent jobs that were processed.

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Device

Stored Jobs

Four types of status are available: Print jobs status, Send job status,

Store job status, and Scheduled job status.

Three types of job log are available: Print job log, Send job log, and Store

job log.

Showing Job Detail

You can view detailed information about a particular job. The information displayed depends on the type of job.

1

Select a device.

2

Select Device > Jobs.

3

Click View as, and select a job status or job log.

4

In the job list, select a job.

5

Select Properties. A Job Detail dialog box appears.

Exporting the Job Log

Job logs can be exported to files for use in other applications.

1

In the menu bar at the top of the Jobs dialog box, click Export.

2

From the drop-down list, select a job log to export.

3

Click Browse to select the file name and location to save the file.

4

In Maximum entries, select or enter the number of lines to save in the log.

5

Click OK to save the log.

Searching a Job List

You can search a Job list by Job name or User name to find a specific job.

1

In the Searchable fields list, select Job name or User name.

2

Enter the name or part of a name in the adjacent Search text box.

3

After viewing the job information, click the Clear search icon.

Stored Jobs lets you view Temporary and Permanent print jobs stored on the hard disk. Stored print jobs can be printed or deleted from hard disk memory.

You can also print a list of stored jobs. This feature is supported for some models with a hard disk installed.

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Viewing Stored Jobs

You can view information about Temporary or Permanent print jobs stored on the hard disk.

1

Select a device.

2

Select Device > Stored jobs.

3

At any time, click Refresh to update the view.

Printing Stored Jobs

You can print selected Temporary or Permanent jobs stored on the hard disk.

1

Select a device.

2

Select Device > Stored jobs.

3

In the Stored Jobs dialog box, select a job to print.

4

Click Print and select Print selected jobs.

5

In the confirmation dialog box, click Yes to print.

Printing a Stored Job List

You can print a list of Temporary or Permanent jobs stored on the hard disk.

1

Select a device.

2

Select Device > Stored jobs.

3

In the Stored Jobs dialog box, click Print and select Print temporary job list or Print permanent job list.

Deleting Stored Jobs

You can delete one or more Temporary or Permanent print jobs from hard disk memory.

1

Select a device.

2

Select Device > Stored jobs.

3

In the Stored Jobs dialog box, select a delete option:

Select a print job from the list. Click Delete > Delete selected jobs.

For Temporary jobs, click Delete > Delete temporary jobs.

For Permanent jobs, click Delete > Delete permanent jobs.

For all jobs stored in the device, select Delete all jobs.

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4

Click Yes in the confirmation dialog box to finish.

Searching Stored Jobs

You can search the stored jobs list by Job name or Owner to find a specific job.

1

In the Searchable fields list, select Job name or Owner.

2

Enter the name or part of a name in the adjacent Search text box.

Document Box

3

After viewing the job information, click the Clear search icon.

A Document Box is a type of virtual mailbox on a device. It is used by individuals and groups to manage files that are stored on the device.

Note: If authentication is set, accessing the document box requires the correct Login user name and Password in the Communication Settings for the device. If authentication on the device is not set, the login dialog box does not appear so a user name and password is not needed.

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Viewing and Editing a Document Box

You can view and edit information about jobs stored in document boxes on the hard disk.

1

Select a device.

2

Select Device > Document box to view the number, name, and owner for all document boxes.

3

To view detailed information, select a box and click the Box properties icon. In the Box Properties dialog box, you can edit selected information:

Name

Type the new box name.

Number

Select an available box number.

Owner

If available, select a new owner from the list.

Owner setting

Select the type of owner from the list.

Restrict usage (MB)

When available, set the value from 1 to 30000 MB.

Automatically delete files delay (days)

When available, select the time the file is saved in device memory, from 1 to

31 days.

Shared

Select to enable the box for multiple users.

User Guide

Device

Password change

You can set or change your password for the box, if desired.

Overwrite setting

Select to permit a new document to replace an existing document with the same name.

Sub address

Type the subaddress. Available with FAX boxes.

Delete after printed

Select this option to permanently remove a document from the box after it is printed.

Adding a Document Box

You can create a new document box on the hard disk. A maximum of 1000 document boxes is supported.

1

Select a device.

2

Select Device > Document box.

3

Click on the Add box icon.

4

Specify the Name for the new box.

5

The default box type is Custom box. Some devices also support a FAX box for receiving faxes.

6

Specify the password if you want to create a password-protected document box.

7

Specify values or use the default values for the other settings.

8

Click OK to add the new box.

You can delete a document box by selecting it from the list and clicking Delete

box.

Exporting a Document Box List

You can save the document box list to your computer or network. Once saved, it can be imported into a printer driver.

1

Select a device.

2

Select Device > Document box.

3

In the Document Box dialog box, select a box from the list.

4

Click Export.

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Device

5

Name and save the file.

Document Properties

Select a document in the Document Box dialog box and click the Document

properties icon to display information such as document size, resolution, and page size.

In the Document Properties dialog box, you can change the name.

Document Views

An image of a document in the document box can be displayed as a thumbnail, or in a preview pane by selecting a document and clicking on the View icon.

When a document is displayed in the preview pane, you can zoom and rotate the image of each page, one page at time. You can use the arrows or the menu to move to the next or the previous page.

Downloading a Document

You can download a document from a document box to your local computer.

1

Select a document to download.

2

Click the Download document icon.

3

In the Save As dialog box, select a location to save the file to, type a file name, select PDF, TIF, JPG, or XPS file type, and click Save.

Searching a Document Box

In a document box, you can search by name to find a specific file.

1

In the Searchable fields list, choose the field to search.

2

Enter the name or part of a name to find in the adjacent Search text box.

3

To clear the search results and display the entire list again, click the Clear

search icon.

Moving Documents Between Document Boxes

You can drag documents between document boxes on the same device.

1

In the left pane, select the document box containing the file to move.

2

Select one or more files, and move them by dragging from the right-side view to the destination document box.

3

Click Yes in the confirmation dialog box to finish.

Virtual Mailbox

The Virtual Mailboxes dialog box lets you view the details of virtual mailboxes created on the hard disk.

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User Guide

Device

This feature is supported for some models with a hard disk installed. A maximum of 255 virtual mailboxes can be created.

Viewing Virtual Mailboxes

You can view information about virtual mailboxes on the hard disk.

1

Select a device.

2

Select Device > Virtual mailboxes to view the name, ID, size and password information for all virtual mailboxes.

3

In the Searchable fields list, choose the field to search.

4

Enter the name or part of a name to find in the adjacent Search text box.

5

To clear the search results and display the entire list again, click the Clear

search icon.

6

At any time, click Refresh all to update the list.

Deleting Virtual Mailboxes

You can delete a virtual mailbox from hard disk memory. Only one virtual mailbox can be deleted at a time.

1

Click to select a device from the device list.

2

Select Device > Virtual mailboxes.

3

In the Virtual Mailboxes dialog box, select a virtual mailbox from the list.

4

Click Delete mailbox, then click Yes to confirm. If a password was set, type the password. If the typed password is not correct, the virtual mailbox is not deleted.

Exporting a Virtual Mailbox List

You can save the virtual mailbox list to your computer or network. Once saved, it can be imported into the printer driver.

1

Select a device.

2

Select Device > Virtual mailboxes.

3

In the Virtual Mailboxes dialog box, select a virtual mailbox from the list.

4

Click Export list.

5

Name and save the file.

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Device

3-16

Advanced Virtual Mailbox Options

You can change the following virtual mailbox settings if you have administrator privileges:

Maximum VMB size

A numerical value, varying by model, can be set from 0 to 9999 MB. Select

"0" to prevent use of the virtual mailbox.

Change master password

A numerical value can be set from 1 to 65535, or the password can be removed. An administrator can use the master password to override or change virtual mailbox passwords.

Delete all virtual mailboxes

Erases all virtual mailbox data from the hard disk.

Selecting Advanced Virtual Mailbox Options

You can change selected virtual mailbox options.

1

Select a device.

2

Select Device > Virtual mailboxes.

3

In the Virtual Mailboxes dialog box, click Advanced. If a password has been set, enter the password and click OK.

4

Select the desired settings:

Maximum VMB size

Enter a value for virtual mailbox size, or click the up or down arrow buttons to select the value.

Change master password

Click Password, then enter the old and new passwords, and reenter the new password. To remove the password, leave the New password and Confirm

new password boxes blank.

Delete all virtual mailboxes

Click Delete all, then click Yes to confirm.

5

Click OK in the Advanced dialog box.

6

Click Close in the Virtual Mailbox dialog box.

Adding a New Virtual Mailbox

You can create a new virtual mailbox on the hard disk. A maximum of 255 virtual mailboxes is supported.

1

Select a device.

2

Select Device > Virtual mailboxes.

3

In the Virtual Mailboxes dialog box, click New mailbox.

User Guide

Device

4

Enter a new ID, name, and password. Retype the password to confirm, and click OK. The same name cannot be used for more than one virtual mailbox.

Editing a Virtual Mailbox

You can set the name and password of a virtual mailbox stored on the hard disk. Click Refresh All to refresh all virtual mailboxes.

1

Select a device.

2

Select Device > Virtual mailboxes.

3

In the Virtual Mailboxes dialog box, select a virtual mailbox and click Mailbox

properties.

4

In the Mailbox Properties dialog box, type a new Name, and type a password from 1 to 65535. In Confirm new password, type the password again.

5

Click OK.

Device Notification Settings

The Notification feature is used to inform users of changes in the status of the printing device. There are three types of notifications available: a pop-up window, opening of the Windows event log, or an e-mail to a specified list of email addresses.

To send e-mail notifications TCP port 25 must be available and not blocked by a firewall or virus scanner. Also, the e-mail sending feature must be configured. If it is not configured, then e-mail notifications are unavailable.

Several types of events can trigger a device notification, depending on the model. For example, a paper jam can be set to trigger a notification.

Setting a Device Notification

You can select devices from the device list for displaying alerts about printing device activity. The Notification Settings dialog box provides the alert option for the selected devices.

1

Select a device. To set the same notifications for more than one device, press

Ctrl or Shift + click to select devices.

2

In the menu at the top of the screen, click Device > Notification settings.

3

Under Actions, select how the notification will be communicated.

4

If you select Send e-mail to, enter one or more e-mail addresses, to a maximum of three.

5

Under Notifications, select the events that will trigger a notification.

6

To save your selections and close the dialog box, click OK.

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Device

Advanced Menu

In the Device menu, click Advanced. You can also right-click on a device and select Advanced. The following selections appear:

Set multiple devices

This sends configuration parameters to multiple devices at the same time.

Manage applications

This wizard lets you install applications on printing devices.

Upgrade firmware

This wizard guides you in installing the most current firmware on devices.

Device default settings

This sets the default settings of the selected device, such as duplex, print quality, paper input and output; plus copy, scan, and FAX settings. Only one device may be selected at a time. Settings vary by model.

Device system settings

This sets the default settings of the selected device, such as operation panel language, timer settings, and panel lock. Only one device may be selected at a time. Settings vary by model.

Device network settings

This sets the network settings of the selected device, such as IP address, email settings, SNMP settings, FTP and SMB client settings, and protocol settings. Only one device may be selected at a time. Settings vary by model.

Install driver

This wizard lets you install printer drivers on devices.

Upgrade driver

This wizard lets you upgrade printer drivers to a later version.

Uninstall driver

This wizard lets you uninstall printer drivers.

Authentication settings

This sets the authentication settings of the selected device, such as user login and LDAP settings, and permitting jobs with unknown IDs. Only one device may be selected at a time. Settings vary by model.

Network groups

This manages certain user access properties for an entire group of devices.

TCP/IP Send Data

This sends data directly to the interface of one or more selected devices.

Authentication Settings

Authentication Settings provides a convenient way for administrators to manage user authentication and network user properties. Only one

Authentication Settings dialog can be opened per device. A maximum of three dialogs can be open (for three different devices) at the same time.

Setting User Authentication

With Authentication Settings, an administrator can configure some MFP devices to require a user login before it is accessed. If you select Use local

authentication, the device uses the Device User List to authenticate the login

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User Guide

Device

user. If you select Use network authentication, the device uses the domain server to authenticate the login user. Support varies by model.

1

Click to select a device in the device list.

2

In the menu bar at the top of the screen, click Device > Advanced >

Authentication settings.

3

If you want to set user authentication as a device setting, click Enable user

login.

4

Select the Authentication mode.

If you select Use local authentication, go to Step 9.

If you selected Use network authentication, the related text boxes below it become available. Only ASCII characters are allowed in the text boxes.

5

Type a domain name in the Domain name text box. The maximum length is

254 characters.

For some models, multiple domains can be selected from a list of registered domains. If more than one domain is specified, select one for the default.

6

Select a Server type from the list. If the server type is not Ext., only Server

type, Host name, and Port number settings are available.

7

Type a host name or IP address in the Host name text box.

8

Type a Port number, if available. The valid range is 1-65535.

9

You can proceed through the rest of the dialog box, or you can click OK to save your settings and close the dialog box.

Permitting Jobs with Unknown IDs

If you want a device to have no user restrictions and accept print jobs without a user login and password, you can select the Permit jobs with unknown IDs check box. The check box is clear by default.

1

Select a device in the device list. In the menu bar at the top of the screen, click

Device > Advanced > Authentication settings.

2

Select the Permit jobs with unknown IDs check box. Click OK to save all your settings.

If you want to restrict the device with a user login, clear the Permit jobs with

unknown IDs check box. In the printer properties for the device, you must also click Device Settings > Administrator, and select User Login. Type the user name and password for a specific user, or choose to have the device prompt for the user name.

Enabling Local Authorization

You can prohibit job use by specific users on a printing system that supports this feature.

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Device

3-20

1

In any Device view, select a printing system.

2

Click Device > Advanced > Authentication settings. If authentication is required, enter a login and password.

3

Select the Local authorization check box.

4

Click OK.

Enabling Simple Login

You can enable Simple Login for a printing system. Support for this feature varies by model.

1

In any Device view, select a printing system.

2

Click Device > Advanced > Authentication settings. If authentication is required, enter a login and password.

3

Select the Simple Login check box.

4

Click OK.

Setting ID Card Login

You can select ID card login settings for your device. ID card login varies by model and is available when an ID card authentication kit is activated. Support for this feature varies by model.

1

In any Device view, select a printing system.

2

Click Device > Advanced > Authentication settings. If authentication is required, enter login and password information.

3

Under ID card login settings, select Allow keyboard login to enable keyboard login. Clear the check box to disable this feature.

4

If Allow keyboard login is selected, you can select Password login to require a password.

5

Click OK to save new settings.

Setting Network User Properties

An administrator can set network user properties as a device setting. Settings for user properties vary by model.

1

Click to select a supported MFP in the device list.

2

In the menu bar, click Device > Advanced > Authentication settings.

User Guide

Device

3

Click Network user properties.

4

Select the Obtain network user properties check box. Only ASCII characters are allowed in the text boxes.

5

Type the server name in the Server name text box, to a maximum of 64 characters.

6

Select the Port number from the list. Available port numbers range from 1 to

65535.

7

Select the Search timeout (seconds) from the list. The range is from 5 to 255.

8

Select an Encryption type from the list. The LDAP encryption can be saved to

SSL/TLS, STARTTLS, or it can be set to Off.

9

Select an Authentication type from the list. You can select from Simple or

SASL.

10

The device uses the Acquisition of user information settings for search and retrieval of login user information from the LDAP server.

Type a valid user name in the Name 1 text box, to a maximum of 32 characters.

Type another valid user name in the Name 2 text box, to a maximum of 32 characters.

Type a valid e-mail address in the E-mail address text box, to a maximum of 32 characters.

11

Click OK to save your settings and close the dialog box.

Network Groups

You can add, delete, edit, authorize, and search for groups. The maximum number of groups that can be added to the list is 20.

Network Groups List

The device display name and IP address appearing in the title at the top of the

Network Groups dialog box represent the selected printing system. Below the title, a toolbar with icons lets you add, delete, edit, authorize, and search for groups. The list of groups can be refreshed to show the latest additions and deletions. The number of groups currently selected and the total number of groups are shown at the bottom left of the dialog box. The dialog box can be resized horizontally and vertically, minimized, maximized, or restored.

The Network Groups list occupies most of the dialog box. It contains up to 20 groups, plus the Other group which is needed by the application. The information for this group is displayed in bold font, and represents standard authorization. The columns in the list contain the ID and Name assigned to each of your groups when added or last edited. The list can be sorted by either column in ascending or descending order by clicking one of the column headers.

Adding or Editing a Network Group

You can add a new network group, or edit the information of an existing group.

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Device

3-22

1

In the menu bar, click Device > Advanced > Network groups. Alternatively, right-click on the device, and then in the context menu, click Advanced >

Network groups.

2

To add a group, click Add group.

3

To edit a group, select one group. Click Properties.

4

The Add Group dialog box and the Edit Group dialog box contain the same settings. For the group named Other, the Group ID and Group name cannot be edited, but the Access level and Job authorization settings can be edited.

5

In the Group information section, in the Group ID text box, type an identifying number of up to 10 numeric characters.

6

In the Group name text box, type a name for the group. The maximum number of alphanumeric characters is 32.

7

For Access level select either User or Administrator. User is selected by default.

8

In the Job authorization settings, there is a list of printing system properties.

You can select to either Permit or Prohibit each of the properties. If you want to permit all the properties, click Permit all at the top of the list. If you want to prohibit all the properties, click Prohibit all.

9

After making all your changes, click OK to save all your changes. The new group will be added to the group list for the selected device, or your edits will be saved to the existing group.

You can delete a network group by selecting it in the list and clicking Delete

group. The group named Other is used by the application and cannot be deleted.

Setting Group Authorization

Group authorization means all users can operate within permissions set for the group. You can activate or deactivate Group authorization for all groups listed in the Network Groups dialog box.

1

In the menu bar at the top of the screen, click Device > Advanced > Network

groups. Alternatively, right-click on the device, and then in the context menu, click Advanced > Network groups.

2

In the toolbar, click the Authorize Groups icon.

3

Click On to activate group authorization. Click Off to deactivate group authorization. Click OK to save your choice.

Searching the Group List

In the Network Groups dialog box, you can search by Group ID or Group

name to find a specific group.

User Guide

Device

1

In the Searchable fields list, choose the field to search.

2

Enter the name or part of a name to find in the adjacent Search text box.

3

To clear the search results and display the entire list again, click the Clear

search icon.

TCP/IP Send Data

TCP/IP Send Data lets you send data (files, text, or device commands) directly to the interface of one or more selected devices.

Warning: This is an advanced feature. Incorrect use can cause the device to be inoperable.

Sending TCP/IP Data

To send data to the device interface:

1

In the device list, select a device. To send data to more than one device, press

Ctrl or Shift + click to select devices.

2

In the menu at the top of the screen, click Device > Advanced > TCP/IP Send

Data.

3

In the TCP/IP Send Data dialog box, select the TCP port or IPPS path. You can select the Default TCP port or a Specified TCP port as the transmission method. The port number must match one of the logical printers defined in the

Embedded web server for the device. The range is 1-65535. If you want to transmit with IPPS, select IPPS and type a valid Path into the text box.

4

To send data from a file to the device, select File, click the Browse button, and select the file. Use this option to send macros or printable files, such as PDF or

PRN.

To send data as text, select Text and type the text in the box. Use this option to send PRESCRIBE commands. Click History to access any of the past 10 sent text strings.

5

Click Send to send the data.

Device Applications

You can install applications on one or more printing devices by using the

Manage Applications feature. You can also uninstall applications and activate applications remotely.

Applications are created by dealers or third-party companies to enhance printing, copying, or accounting features.

Installing an Application on Multiple Devices

You can install applications remotely on one or more printing systems using the

Manage Applications wizard. Once an application is installed, you can choose to start the application immediately or to leave it inactive.

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Device

3-24

1

In any Device view, select one or more printer models.

2

Click Device > Advanced > Manage applications.

3

In the Manage Applications wizard, select Install application. You can select the check box to activate the application after installation. Click Next.

4

Click Browse to find a valid application package file (.PKG), and click Open.

Click Next.

5

If the check box was selected in step 3 and the selected application requires a license key, the Apply license keys page will appear. Select a method to choose license keys:

Enter license key

Type a valid 20-digit license key, separated by a hyphen for each 4 digits, and click OK.

Import license keys

Click Import, and browse to find a valid license key file (.CSV).

If the application is not being activated during this installation, the Apply

license keys page does not appear.

Click Next.

6

On the Confirmation page, review your settings.

7

Click Finish to install the application.

8

When installation is finished, you can click Save log to save an installation log file (.CSV).

You can remove an application by opening the Applications dialog box for one device, selecting an application, and clicking Uninstall.

Installing an Application on One Device

You can install applications remotely on one printing device using the

Applications dialog box.

1

In any Device view, select a printing device.

2

Click Device > Applications.

3

In the Applications dialog box, click Install.

4

Browse to find a valid application package file (.PKG), and click Open, and then click Yes to confirm.

You can remove an application by opening the Applications dialog box for one device, selecting an application, and clicking Uninstall.

User Guide

Device

Activating an Installed Application on Multiple Devices

If an application was installed on one or more printing devices without starting the application, you can activate it using the Manage Applications wizard.

1

In any Device view, select multiple printing devices.

2

Click Device > Advanced > Manage applications.

3

In the Manage Applications wizard, select Activate application. Click Next.

4

On the Select a method for specifying the application to be activated page, select how to choose the application:

Specify application package

Click Next, then browse to find a valid installation package file (.PKG).

Continue to step 7.

Specify application installed on the device

Click Next and continue to step 5.

5

On the Select source device page, select one device. Click Next.

6

On the Select the application to be activated page, select the application to be activated. Click Next.

7

If the application requires a license key, the Apply license keys page will appear. For each device, select a method to choose license keys:

Enter license key

Type a valid 20-digit license key, separated by a hyphen for each 4 digits, and click OK.

Import license keys

Browse to find a valid license key file (.CSV), and click Open.

Click Next.

8

On the Confirmation page, review your settings.

9

Click Finish to activate the application.

When activation is finished, you can click Save log to save an activation log file

(.CSV).

You can remove an application by opening the Applications dialog box for one device, selecting an application, and clicking Uninstall.

Activating an Installed Application on One Device

If an application was installed on one printing device without starting the application, you can activate it using the Applications dialog box.

1

In any Device view, select a printer model.

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Device

2

Click Device > Applications.

3

In the Applications dialog box, select the application and click Activate.

4

In the License Key Settings dialog box, select a license key option:

Without license key

If a license key is not required, click OK.

Use the following license key

Type a valid 20-digit license key, separated by a hyphen for each 4 digits.

Click OK.

5

Click Close in the Applications dialog box.

You can remove an application by opening the Applications dialog box for one device, selecting an application, and clicking Uninstall.

Viewing Installed Applications

You can view information about the applications installed on a device. Name, version, and license information is displayed.

1

In any Device view, select a device.

2

Select Device > Applications.

3

At any time, click Refresh to update the view.

4

If desired, you can select and manage one or more applications:

Click Install to install a new application.

Click Activate to activate an installed application.

Click Uninstall to remove an installed application.

Searching Applications

In the Applications dialog box, you can search by Name or Version.

1

In the Searchable fields list, select the field to search.

2

Enter the name or part of a name to find in the adjacent Search text box.

3

To clear the search results and display the entire list again, click the Clear

search icon.

Exporting Device Information to a File

With any Device view except Map view displayed you can export current information for all workspace devices to a .CSV or .XML file. The .CSV export uses UTF-8 encoding.

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User Guide

Device

1

Click File > Export > Devices.

2

In the Export Devices to CSV/XML dialog box, type or select a file path. The file must have an extension of .CSV or .XML.

3

Click Save.

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4 Account

The Account menu is used to find accounts and manage account settings.

Administrator Login

For some models, administrator authentication is required to access selected features in the Device and Account menus. Available features vary by model.

When you select the feature from a menu or context menu, you are prompted to type one of the following in the Administrator Login dialog box:

Embedded Web Server password

Administrator login and Administrator password (with optional Use local

authentication)

Accounting administrator code

Operations on multiple devices do not prompt for the administrator login. Login options must be selected in the Login section of the Communication Settings dialog box.

Adding Account Devices

You can add network devices to an existing account. Only managed devices can be added.

1

In Accounts View, select an account.

2

In the Account menu, select Add Devices to Account.

3

In the Add devices to account dialog box, select one or more available devices.

4

Click OK to add the devices.

Creating a New Account

You can create an account for a device.

1

In Accounting devices view, select one or more managed devices.

2

In the Account menu, click New account.

3

In the Add New account dialog box, type an Account ID up to 8 digits and an

Account name up to 32 characters. If applicable, type furigana up to 32 characters.

4

Click OK, then click Yes to confirm.

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User Guide

Account

Account Properties

The Account Properties dialog box contains information about counters and usage restrictions for an account. The device must be managed before the properties can be displayed. To view the dialog box, click Account > View

accounts on this device, and then select Account properties.

General

ID number and name of the account (and furigana, if applicable).

Counters by function

Counters for number of pages printed, copied, or faxed.

Counters by media

Counters for number of pages used of various media types or sizes.

Counters by duplex/combine

Counters for single-sided, double-sided, and combined printing (2 in 1 and 4 in 1).

Counters for scanned pages

Counters for number of pages scanned for the copy, FAX, or other functions.

Counters for FAX transmission

Counters for number of pages transmitted, and the total transmission time.

Timestamp

The date and time when the counters were last updated.

Usage restriction by print

Enables limiting the number of pages allowed for printing in full color or single color.

Usage restriction by copy

Enables limiting the number of pages allowed for copying in full color or single color.

Usage restriction by scan

Enables limiting the number of pages allowed for scanning.

Usage restriction by FAX

Enables limiting the number of pages allowed for sending by FAX.

Reset counters

Resets all of the above counters to zero.

Usage Restrictions

Restrictions can be placed on individual accounts on a given device to limit the number of pages that can be output. Restrictions can be specified for each function of the device, such as printing and copying, and limited to the number of full color or single color pages output, or to the total number of pages output.

The three options include the following:

Off

Usage is not restricted.

Counter limit

The administrator sets the usage limits and resets the limits if the maximum is reached.

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Account

Reject usage

Usage is restricted.

Device Accounts

To view the Device Accounts, select Accounting devices view, right-click on a device, and select View accounts on this device. This dialog displays information about accounts associated with this device. Accounts can be created on the device, and existing accounts can be added or deleted. Reports can be made about this account, including the account ID list, counter information, and accounting information. A Search text box is also available to search the list of device accounts.

Account Devices

To view the Account Devices dialog box, select the Accounts view, right click on an account, and select View devices for this account.

The dialog box displays a list of the various devices that are associated with this account. The information shown includes the model name of each device, its network information and counter information. Devices can be added to or removed from this account. Reports can be made about this account, including the account ID list, counter information, and accounting information. A Search

text box is also available to search the list of printing devices.

Viewing Accounts and Devices

You can view the accounts on each device and the devices associated with each account. Only managed devices can be displayed.

1

Select a device or account:

In Accounts View, select an account.

In Accounting devices view, select a managed device.

2

In the Account menu, select View devices for this account or View accounts

on this device.

Exporting Account Information to a File

With any Account view displayed, you can export account information to a

.CSV or .XML file. Account IDs can only be exported to a .CSV file. The .CSV

export uses UTF-8 encoding.

1

Click File > Export > Accounts, then select an export option:

Account IDs

Exports the account ID list that is saved in the printer driver.

Counters

Exports device counter information.

Information

Exports device accounting information.

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User Guide

Account

2

In the Export dialog box, type or select a file path. Depending on the file type, the file must have an extension of .CSV or .XML.

3

Name and save the file.

Counter Reports

Counter reports provide detailed counter information about devices in the current view. Counter reports require Mail settings be set in Edit > Options.

Reports can be sent to multiple recipients and scheduled for a specified time and day.

The report contains the same printer system and counter information that is shown in the view. Each view can have one counter report, and a total of 5 counter reports can be created.

The counter report has a user-specified name, and can be sent to the e-mail addresses specified in a list. The report can be sent daily, weekly, or monthly.

The e-mail can contain a user-specified message in the subject line. The attached file can be in CSV or XML format.

Automatic Counter Reset

This function resets the counters on a printing system to zero when a counter report is successfully sent. If the counter report is not successfully sent, the reset is not performed.

Creating a Counter Report

You can create a counter report for a selected Account view.

1

In My Views, select an account view.

2

Select Account > Add counter report.

3

Change the default settings, as needed.

4

Click OK.

Viewing and Changing Counter Report Settings

You can view and change counter report settings.

1

In the My Views pane, select an Account view.

2

In the main menu, click Account > Show counter reports.

3

In the Counter Reports dialog box, select a report and click Properties.

4

In the Counter Report Properties dialog box, change any settings as needed.

5

Click OK.

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Account

Manage Device

When an accounting device is managed, you can use notification and reporting features, create and view accounts, and reset counters. An unmanaged device can only use a limited set of features.

Managing an Account Device

To manage an accounting device, follow these steps:

1

In Accounting devices view, select an unmanaged device.

2

In the Account menu, click Manage device.

3

You may be prompted to enter a password.

To unmanage a managed device, select the device, click Account > Don’t

manage device, then click Yes to confirm.

Hiding or Showing Unmanaged Devices

In Accounting devices view, you can view all account devices or view only the managed devices.

In the toolbar, click Hide unmanaged devices to remove unmanaged devices from view.

In the toolbar, click Show unmanaged devices again to view unmanaged devices.

Reset Counters

The job accounting counters of one or more devices can be reset to zero. To use this feature, the device must be set as managed in Accounting devices

view.

Resetting Job Accounting Counters

You can reset job accounting counters.

1

In Accounts view or Accounting devices view, select one or more accounts or managed devices respectively.

2

In the Account menu, click Reset counters, then click Yes to confirm.

Accounting Notification Settings

Notification Settings are used to inform users of changes in the counter status of the printing device. The types of notifications are: opening a pop-up window or the Windows event log, and sending an e-mail to up to three recipients. To send e-mail notifications, TCP port 25 must be available and not blocked by a firewall or virus scanner. The e-mail Sender must be specified in Edit >

Options > Mail settings. If it is not, the Send e-mail to option in Notification

Settings is unavailable.

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Setting an Accounting Notification

You can select devices from the account list for displaying alerts about printing device activity. The Notification Settings dialog box provides the alert option for the selected devices.

1

In Accounting devices view, select a managed device.

2

In the menu at the top of the screen, click Device > Notification settings.

3

Under Actions, select how the notification will be communicated.

4

If you select Send e-mail to, enter one or more e-mail addresses to a maximum of three.

5

Under Notifications, select the events that will trigger a notification.

6

To save your selections and close the dialog box, click OK.

Device Accounting Settings

The Device Accounting Settings dialog box provides options for controlling or monitoring a device. To connect to the selected device, either the Login user

name and Password, or the Accounting administrator code must be set correctly, depending on the type of authorization method used by the device.

Information is read from the device and displayed at the top of the dialog box under General. Click on the other list name rows to view other options.

Options can be specified for Job Accounting, Media Type, Error Handling, and Additional settings. If a property is not supported by the selected device, it is shown as unavailable.

Accessing Device Accounting Settings

You can open a dialog box that provides options for controlling and monitoring devices.

1

In Accounting devices view, right-click on a managed device, and in the context menu, click Device accounting settings.

2

For the selected device, you can view or select these options:

General

Job accounting

Media type

Error handling

Additional

Enabling or Disabling Job Accounting

You can enable or disable job accounting settings to keep count of certain functions on a selected device.

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1

In the Device Accounting Settings dialog box, click Job accounting. The list of options is expanded.

2

Select to enable Job accounting, and enable or disable counts for the following printing system functions:

Job accounting for copying

Job accounting for printing

Job accounting for scanning

Job accounting for FAX

3

If you are finished selecting Job accounting options, you can select other options in the dialog box, or you can save all your selections by clicking OK. If you do not want to save any of your selections, click Cancel. The dialog box closes and the application returns to the Accounting devices view or Device

Accounts dialog box.

Selecting Media Type Counters

You can select counters to track the number of pages by size and type of media for a device.

1

In the Device Accounting Settings dialog box, click Media type.

2

For each desired counter, select a page Size and Type from the lists.

3

If you are finished selecting Media type options, you can select other options in the dialog box, or you can save all your selections by clicking OK. If you do not want to save your selections, click Cancel. The dialog box closes and the application returns to the Accounting devices view or Device Accounts dialog box.

Handling Errors

You can select how to handle the job when an error has occurred.

1

In the Device Accounting Settings dialog box, click Error handling. The list of options is expanded.

2

You can print reports for one or both of the following errors:

Print report on illegal account error

Print report on exceeded counter limit

3

You can cancel the job, or issue a warning, for the following errors:

Cancel job on illegal account error

Cancel job on exceeded counter limit

From each of the lists select Prohibit from next job, Prohibit at once, or Alert

only.

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Account

4

If you are finished selecting Error handling options, you can select other options in the dialog box, or you can save all your selections by clicking OK. If you do not want to save any of your selections, click Cancel.

Setting Permit Processing and Copy Counter

You can permit or prohibit processing jobs without an account ID.

1

In the Device Accounting Settings dialog box, click Additional. The list of options is expanded.

2

If you want to require that an account ID be submitted before job processing, select Reject from the list. If you want to allow job processing without an account ID, select Permit.

3

If you want the count of copy pages separate from the count of print pages, select Individual. If you want the count of copy and print pages added together, select Total.

4

If you are finished selecting Additional options, you can select other options in the dialog box, or you can save all your selections by clicking OK. If you do not want to save any of your selections, click Cancel. The dialog box closes and the application returns to the Accounting devices view or Device Accounts dialog box.

Accounting Multi-Set

Accounting Multi-Set lets you send configuration parameters for device accounting to multiple devices simultaneously.

Setting Multiple Accounting Devices

To start the accounting Multi-Set, follow these steps:

1

In Accounting devices view, select the devices that will receive settings by pressing the Ctrl key, and clicking on the devices. You can also select groups of devices by pressing the Shift key and clicking the first and last of adjacent devices in the list.

2

In the menu bar at the top of the window, click Device > Advanced > Set

multiple accounting devices. Alternatively, you can right-click on a selected device, and select Set multiple accounting devices from the context menu.

The Multi-Set wizard opens.

3

In the Device Group page, the application has filtered the selected devices by those Multi-Set supports. The devices are organized by product group.

Select one group to apply settings to, and click Next.

Selecting Accounting Settings in Multi-Set

The following options may vary on the Settings page, depending upon the destination device:

Device Accounting Settings

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These are settings for job accounting, media type, error handling, permitting job processing without an account ID, and copy counter.

Account List

This is a list of device accounts with information about print, copy, scan and

FAX counts.

On the Settings page, select the category of settings to copy to the destination devices. Only one category of settings can be selected for each Multi-Set process. Click Next.

Selecting Accounting Source Settings

You can select different ways to create settings for your destination device.

Warning: When Account List is selected in Settings, if the check box labeled Overwrite settings on target device at the bottom of the Method page is selected, the source device settings will be copied over the destination device settings. Clear this check box to preserve the destination device settings.

Creating Settings From a Device

You can copy settings from the source device.

1

On the Method page, click Create from device. Click Next.

2

Click on one source device from the list. Click Next.

3

The Confirmation page shows a list of the settings you have made. You can click Edit settings to open a dialog box to make changes to the settings. If you want to save your settings to a file, click Save to file. The settings are saved to a file with the extension .XML. Click Finish.

If the process completes successfully, the properties or settings are copied from the source device to the destination device. Click Close.

If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file. Browse or type a file name with an extension of .CSV.

Click Save, and then click Close.

Creating an Account Settings Template

You can create a settings template from an existing file.

1

On the Method page, click Create from File. Click Next.

2

Type a file path, or click Browse to locate and select a file you want to use. You have the option to open the following format:

Multi-Set template from the current software version (.XML)

3

Click Open, and then click Next.

4

The Confirmation page shows a list of the settings you have made. You can click Edit settings to open a dialog box to make changes to the settings. If you want to save your settings to a file, click Save to file. The file is saved in .XML

format.

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Account

5

Click Finish.

If the process completes successfully, the properties or settings are copied from the file to the destination device. Click Close.

If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file. Browse or type a file name with an extension of .CSV.

Click Save, and then click Close.

Creating New Settings

You can create a new settings template.

1

On the Method page, click Create New. Click Next. A dialog box opens containing settings for the option you selected on the Settings page. Make your changes to the settings.

2

When you are done making settings, click OK or Close.

3

The Confirmation page shows a list of the settings you have made. You can click Edit settings to open a dialog box to make changes to the settings. If you want to save your settings to a file, click Save to file. The settings are saved to a file with the extension .XML.

4

Click Finish.

If the process completes successfully, the new properties or settings are copied to the destination device. Click Close.

If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file. Browse or type a file name with an extension of .CSV.

Click Save, and then click Close.

Export

When viewing device accounts or accounting devices, the displayed information can be exported and saved to a .CSV or .XML file on your computer or network.

The following export options are available:

Account IDs: Displays the account ID list. This file can be imported into a printer driver.

Counters: Displays job accounting counters by account ID.

Information: Displays all accounting counters.

Exporting Account ID List

You can export a device’s account ID list to a .CSV file.

1

In My Views or Default Views, select an account or select a device that supports accounting:

Accounts View: select the desired account

Accounting devices view: select a managed device

2

Depending on the selection in step 1, in the Account menu, select View

devices for this account or View accounts on this device.

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3

Select one or more devices or accounts.

4

In the toolbar, click Export > Account IDs.

5

Name and save the file.

Exporting Counter Information

You can export a device’s counter information to a .CSV or .XML file.

1

Under My Views or Default Views, select an account or a device that supports accounting:

Accounts View: select the desired account

Accounting devices view: select a managed device

2

Depending on the selection in step 1, in the Account menu, select View

devices for this account or View accounts on this device.

3

Select one or more devices or accounts.

4

In the toolbar, click Export > Counters.

5

Select .CSV or .XML as the file type.

6

Name and save the file.

Exporting Accounting Information

You can export a device’s accounting information to a .CSV or .XML file.

1

Under My Views or Default Views, select an account or a device that supports accounting:

Accounts View: select the desired account

Accounting devices view: select a managed device

2

Depending on the selection in step 1, in the Account menu, select View

devices for this account or View accounts on this device.

3

Select one or more devices or accounts.

4

In the toolbar, click Export > Accounts > Information.

5

Select .CSV or .XML as the file type.

6

Name and save the file.

User Guide

5 Host

The Host menu is used for managing printer drivers and print queues. In host views, you can install, upgrade, or uninstall printer drivers on host computers, and select login settings.

Adding Queues

You can use the Create Queue wizard to add queues to the Host Queue View list.

1

In Host Queue View, click Host > New queue.

2

In the Create Queue wizard, select one or more hosts. Click Next.

If required, select a domain login option, and then click OK.

3

Select a printer model. Click Next.

4

Click Have disk, browse for a valid 32-bit or 64-bit .INF file (or both) for the printer model, and click OK. Click Next.

5

Change available settings for each host. Clicking some options opens an additional dialog box.

6

You can click Import to browse for a settings file (.KVP) for the selected driver, or save your current settings by clicking Export.

7

You can click Common settings and apply some settings to all selected printer models.

8

Click Conflicts, and select from available options.

9

After you have finished making changes on the Printer settings page, click

Next.

10

On the Confirm Settings page, confirm your selections.

11

Click Finish to create the new queue.

You can remove a queue by selecting it from the list and clicking Delete queue.

Common Settings Options

When creating a new queue or installing a printer, you can apply some settings to all selected printer models by using the Common Settings feature. On the

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Printer settings page of the Create Queue wizard, click Common settings, and select available options:

Under Factory Default, select Yes or No. With Yes selected, browse to find a profile (.KXP), and then click Upload.

Under Plug-ins, select from the available plug-ins to install.

In the Comments box, type your comment.

You can click Open and browse for a .KVP file containing saved configuration settings for printer drivers.

You can click Save and save current configuration settings in a .KVP file.

Conflicts Options

When creating a new queue or installing a printer, you can select from available installation options.

Printer exists:

Keep Settings

Current printer settings are not changed.

Override

You can change printer settings.

Driver exists:

Does nothing

Settings for the existing driver are not changed and a new driver is not installed.

Upgrade

You can upgrade the driver to a later version.

Share name exists:

Add suffix

The new printer name contains extra characters.

Fail

The new printer is not installed.

No share

The printer is not shared.

Port is not available:

File

The port is set as File.

LPT1

The port is set as LPT1.

Fail

The printer is not installed.

Editing a Queue Name

You can change the name of a queue.

1

In Host Queue View, select a queue to rename.

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2

Right-click on the queue and select Rename.

3

Type the new name in the box.

4

Click Edit.

5

When renaming is finished, click Finish.

Host View Printer Installation

The printer driver software provides settings to customize output from your printing system. You can remotely install printer drivers onto a host computer.

Once installed, drivers can be upgraded or uninstalled.

Allowing the Print Spooler to Access Client Connections

The administrator can set policies that are applied to the computer for any user who logs on. The Allow Print Spooler to accept client connections policy manages access to the print spooler.

1

In the Local Group Policy Editor, click Computer Configuration >

Administrative Templates > Printers.

2

From the Setting list, double-click the Allow Print Spooler to accept client

connections policy.

3

Select Enabled so the print spooler will always accept client connections.

4

Click OK.

5

Restart the print spooler for changes to this policy to take effect.

Allowing a Remote Administration Exception

The administrator can set policies that are applied to the computer for any user who logs on. The Allow inbound remote administration exception policy manages exceptions to accessing remote connections when the firewall is on.

This feature allows remote administration of the computer using Windows

Management Instrumentation (WMI).

1

In the Local Group Policy Editor, click Computer Configuration >

Administrative Templates > Network > Network Connections > Windows

Firewall.

2

If the computer is on the domain, double-click Domain Profile. If the computer is not on the domain, double-click Standard Profile.

3

Double-click Windows Firewall: Allow inbound remote administration

exception.

4

Select Enabled to allow remote administration for the computer.

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5

Click OK.

Installing Printer Drivers in Host View

You can use the Driver Installation wizard to install printer drivers.

1

In Host view, select one or more host computers from the list.

2

Click Host > Install driver.

3

In the Driver Installation wizard, select whether to install with or without a device:

Select Install driver with device if the physical printing devices are available on the network. Click Next to display a list of all available devices.

Select one or more printer models to install, and click Next. Click Have disk, browse to find a valid .INF file for each driver being installed, and then click

Open. Click OK to exit the dialog, and then click Next to proceed.

Select Install driver without device if the physical printing devices are not available on the network. Click Next, and then click Have disk and browse to find a valid .INF file for each driver being installed. Click OK to exit the

Have disk dialog, and then select one or more drivers to install. Click Next.

4

On the Printer settings page, select available settings for each printer driver.

Some options open another dialog box for selecting settings.

You can click Common settings and apply some settings to all selected printer models.

You can click Conflicts and select from available options.

You can click Import and select a configuration settings file (.KVP).

You can click Export and save current configuration settings in a .KVP file.

Click Next.

5

On the Confirm Settings page, review your settings.

6

Click Finish to install the printer drivers.

7

When installation is finished, you can click Export to save an installation log file

(.TXT).

8

Click OK.

Upgrading Printer Drivers in Host View

You can upgrade installed printer drivers to a later version.

1

In Host view, select one or more host computers from the list.

2

Click Host > Upgrade driver.

3

In the Driver Upgrade wizard, select printer drivers to be upgraded. Select at least one driver under each host. Click Next.

User Guide

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4

In the Select the INF file for each driver page, click Have disk, browse to find a valid .INF file for each driver (32-bit or 64-bit) that is being upgraded, and click

OK. Click Next.

5

On the Confirm Settings page, review selected settings.

6

Click Finish to begin the upgrade process. When upgrade is finished, you can click Export to save an upgrade log file (.TXT).

7

Click OK.

Uninstalling Printer Drivers in Host View

You can uninstall printer drivers from a host computer.

1

In Host view, select one or more host computers from the list.

2

Click Host > Uninstall driver.

3

In the Driver Uninstallation wizard, expand the list of printer drivers under each host.

4

Select the check box next to each driver or queue to uninstall. Select at least one driver under each host. Selecting a driver also selects the associated queue. Click Next.

5

On the Confirm Settings page, review your selections.

6

Click Finish to begin the uninstallation process. When uninstallation is finished, you can click Export to save an uninstallation log file (.TXT).

7

Click OK.

Installing Additional Drivers

With 32-bit or 64-bit printer drivers installed on a host computer, you can install an additional driver of the other version (64-bit or 32-bit, respectively). This is useful in a client/server environment when the client system and driver are the other version.

1

In Host Queue View, select one or more queues.

2

Right-click on the queue or queues, and in the context menu, click Install

additional driver.

3

In the Additional Driver Installation wizard, click Have disk.

4

Browse for a 32-bit or 64-bit .INF file for the printer model, and then click OK.

Click Next.

5

On the Confirm Settings page, review selected settings.

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6

Click Finish to install the additional driver. You can click Export to create and save an installation log file (.TXT).

7

Click OK. The added printer driver does not appear in host views, but can be upgraded or uninstalled.

Showing Printer Drivers and Print Queues

You can view detailed information about installed printer drivers and their print queues for a selected host.

1

In Host view, select a host.

2

Select Host > Show printer drivers to view drivers, or Host > Show print

queues to view queues.

3

You can click Refresh to update the list.

Selecting Host Login Settings

You can change the login information for the host administrator.

1

In Host view, click Host > Host login settings.

2

In the Host Administrator Login dialog box, select Use this login to access

the host.

3

Enter the User name and Password.

4

Select a Domain from the drop-down list.

5

Click OK to save your settings.

Selecting Domain Administrator Login Settings

You can select administrator login rights for retrieving host and queue information and for configuring the remote computer.

1

In any Host view, click Host > Domain administrator login settings.

2

In the Domain Administrator Login dialog box, select a domain option:

Use the current Windows login settings

Select to use your Windows login.

Specify a domain administrator user name and password

Enter the User name and Password, and select the login domain.

3

Click OK.

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If administrator login rights have not been set, the Domain Administrator

Login dialog box appears when adding hosts and when installing, upgrading, or uninstalling printer drivers. For security purposes, this information is cleared when you exit the application.

Exporting Host Information to a File

With any Host view displayed, you can export host information to an .XML file.

1

Click File > Export > Hosts.

2

In the Export Hosts dialog box, type or select a file path. The file must have an extension of .XML.

3

Click Save.

Configuring Printer Settings

You can view and change selected settings for installed printer drivers.

1

In any Host view, click Host > Printing settings.

2

If the Configure Printer Settings wizard was accessed from Host view, select one or more installed printer drivers. Click Next.

3

Click on the available options under each selected driver to change the settings.

When finished making your changes, click Next.

4

On the Confirm Settings page, review your selections.

5

Click Finish to begin the configuration process. When configuration is finished, you can click Export to save a configuration log file (.TXT).

6

Click OK.

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6 Communication Settings

Communication Settings control the network communications with each device. Available settings vary depending on the model and can include

Network interface settings, Secure protocol settings, Login, Account

polling settings, and Device polling settings.

If authentication is enabled on the device, the Login user name and Password must be set correctly in the Communication Settings dialog box for access to device features, such as Address Book, Users, or Document Box.

Setting Device Communications

You can change the network interface, polling and protocol settings, and login information in the Communication Settings dialog box for the selected device.

1

In any device view or in Accounting devices view, select a device.

2

In the menu bar at the top of the screen, click Device > Communication

settings.

3

Complete the required communication settings as described in the rest of this chapter.

4

Click OK to save the updated value.

TCP/IP Port

Some operations send a command or command file via logical printer port. The default logical printer port numbers begin with 9100. The valid range for port numbers is 1024 to 65534. The number must match the port number of one of the logical printers defined for a device. To determine the port number, see the

Logical Printers web page in the Embedded Web Server or the device home page.

Setting the Port Number in Embedded Web Server

1

To access the Embedded Web Server, select a device.

2

Click Device > Device home page in the menu bar. Log in to the Embedded

Web Server, then click the Advanced tab.

3

To the left of the page, select TCP/IP, and then select Logical Printers. The

TCP/IP Port Number is displayed for each logical printer. One of these logical printer ports must match the port number entered in Communication Settings.

A restart may be required for logical printer changes to take effect. Use the

Reset page in the Embedded Web Server Basic tab.

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Communication Settings

Note: In older models, set the port number from the device home page. Select

Networking > Logical Printers. To restart, select General > Reset.

Communication Timeout

Enter the number of seconds the server should wait for the printing device to respond to an SNMP or SOAP request. The available range is from 5 to 120 seconds.

SNMP Communication Retries

Enter the number of times, after an initial failure, the application should attempt to establish SNMP communication with the printing device. The available range is from 0 to 5 retries. A higher number will increase network traffic, while a lower number can improve performance.

Secure Protocol Settings

Secure Sockets Layer (SSL) is a cryptographic protocol that provides security for network communications. SSL support varies by network interface model.

Select SSL to use HTTPS for device communication.

Clear SSL to use HTTP for device communication.

Login Settings

The Login section lets you set user login information. The feature can be set if at least one selected device supports the User Login feature.

For an account device, select whether to use Apply same user information

as Device Management (available when user information is stored in

Communication Settings) or Use another user’s information. If Use

another user’s information is selected, enter the Login user name and

Password for the device.

For some models, select whether to use local or device authentication.

Account Polling Settings

Printing devices are interrogated at specific intervals to check for account counter information. When a device is selected from an Accounting devices

view, the following polling mode is provided.

Account counter polling

Information is gathered about the counters for each account, including total number of prints, copies, FAX, scans, page sizes, duplex pages, and pages per sheet. Select an interval, a day or date, and time of day.

Device Polling Settings

Printing devices are interrogated at specific intervals to check for error conditions, operational status, and low toner levels. When a device is selected from a device view, the following polling modes are provided.

Status Polling

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Communication Settings

Information is gathered about the current operational state of the device, such as error conditions, panel messages, and operating mode. The available range is between 5 and 300 seconds.

Counter Polling

Information is gathered about the values held by various counters in the device, such as number of color pages printed, number of black and white pages, number of faxes received, and so on. The available range is between

1 and 10000 minutes.

Toner level polling

Information is gathered about the current level of toner in the device. The available range is between 1 and 10000 minutes.

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7 Multi-Set

Multi-Set lets you send configuration parameters to multiple devices simultaneously.

Setting Multiple Devices

To start the Multi-Set wizard, follow these steps:

1

In the device list, select the devices that will receive settings by pressing the Ctrl key, and clicking on the devices. You can also select groups of devices by pressing the Shift key and clicking the first and last of adjacent devices in the list.

2

On the menu bar at the top of the screen, click Device > Advanced > Set

multiple devices. Alternatively, you can open the wizard by right-clicking on one of the selected devices in the device list. In the context menu, click

Advanced > Set multiple devices.

3

In the Device Group page, the application has filtered the selected devices by those Multi-Set supports. The devices are organized by product group.

Select one group to apply settings to, and click Next.

Selecting Settings in Multi-Set

You can select available settings on the Settings page of the Multi-Set wizard.

Note: If local authentication is on, an administrator must type a Login user

name and Password in the Login section of the Communication settings for the device. All settings and passwords for the source and destination devices must be correct in Communication Settings for a successful Multi-Set completion.

The following options may vary on the Settings page, depending upon the destination device:

Device System Settings

Basic device settings including operation panel language, timers, and security options including panel and interface locks. Some functions may require the printing system to be restarted.

Device Network Settings

Basic settings for TCP/IP, security and network configurations. Some functions may require the printing system or the network to be restarted.

Device Default Settings

Settings that define default behavior for print, copy, scan and FAX jobs including paper size, print and scan quality, and default media types.

Device Authentication Settings

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7-2

Settings that define local or network authorization for accessing a device.

These settings vary by device.

Device User List

Login user name, user name (and furigana, if applicable), password, e-mail address, account name, account ID on the device, and administrator access permission.

Device Address Book

Number, name, furigana (if applicable), e-mail, FTP address, SMB address,

FAX, internet FAX addresses, and address groups.

Device Document Box

Users' custom and FAX boxes.

Device Network Groups

Creation of groups used for group authorization, and enabling/disabling of groups. The availability of these settings depends upon the device.

Device Virtual Mailbox

Virtual mailboxes, including ID, name, and maximum VMB size are included.

To select source device settings to copy, follow these steps:

On the Settings page, select the category of settings to copy to the destination devices. Only one group of settings can be selected for each Multi-Set process.

Click Next.

Creating Settings From a Device

You can copy settings from the source device.

1

On the Method page, click Create from device. Click Next.

2

Click on one source device from the list. Click Next.

3

The Confirmation page shows a list of the settings you have made. You can click Edit settings to open a dialog box to make changes to the settings. If you want to save your settings to a file, click Save to file. The settings are saved to a file with the extension .XML. Click Finish.

If the process completes successfully, the properties or settings are copied from the source device to the destination device. Click Close.

If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file. Browse or type a file name with an extension of .CSV.

Click Save, and then click Close.

Creating a Multi-Set Settings Template

You can create a settings template from an existing file.

1

On the Method page, click Create from File. Click Next.

2

Type a file path, or click Browse to locate and select a file you want to use. You have the option to open the following formats:

Multi-Set template from the current software version (.XML)

Address Editor data file (.AED)

User Guide

Multi-Set

Address Editor for FAX data file (.FED)

Address Book export file from the previous software version (.ABF or .CSV)

User list export file (.CSV)

3

Click Open, and then click Next.

4

The Confirmation page shows a list of the settings you have made. You can click Edit settings to open a dialog box to make changes to the settings. If you want to save your settings to a file, click Save to file. The file is saved in .XML

format.

5

Click Finish.

If the device must be restarted to save the settings, a message appears. Click

OK to close.

If the process completes successfully, the properties or settings are copied from the file to the destination device. Click Close.

If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file. Browse or type a file name with an extension of .CSV.

Click Save, and then click Close.

Creating New Settings

You can create a new settings template.

1

On the Method page, click Create New. Click Next. A dialog box opens containing settings for the option you selected on the Settings page. Make your changes to the settings.

2

When you are done making settings, click OK or Close.

3

The Confirmation page shows a list of the settings you have made. You can click Edit settings to open a dialog box to make changes to the settings. If you want to save your settings to a file, click Save to file. The settings are saved to a file with the extension .XML.

4

Click Finish.

If the process completes successfully, the new properties or settings are copied to the destination device. Click Close.

If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file. Browse or type a file name with an extension of .CSV.

Click Save, and then click Close.

Overwriting Settings

You can overwrite settings on the destination device. On the Method page, select the Overwrite settings on target device check box, which appears when you have selected any of these options on the Settings page:

Device User List

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7-3

Multi-Set

Device Address Book

Device Document Box

Device Network Groups

Device Virtual Mailbox

If this check box is selected, the setting template will be copied over the destination device settings. Clear this check box to ensure that only settings that do not overlap with existing settings are written.

7-4

User Guide

8 Firmware Upgrade

This section describes how to install firmware on supported devices. From a master file, you can install firmware on a single device or groups of devices.

When upgrading multiple devices or a group, the process bypasses any devices that do not match the models for the selected firmware. If there are no matching devices that require a version upgrade, a message appears.

The firmware file is provided by an administrator or dealer. If the firmware file version is older than the installed version on the device, then the firmware is downgraded.

Before performing a firmware upgrade, ensure TCP ports 800-810 are available and not blocked by a firewall.

Note: If local authentication is on, an administrator must type a Login user

name and Password in Device > Communication Settings > Login. All settings and passwords for the source and destination devices must be correct in Communication Settings for a successful Firmware Upgrade completion.

The Start of Job String must be blank for the logical printer used. You can check or modify this setting in the device’s home page.

Firmware Upgrade Risks

Using this wizard poses a risk of damaging the device. When preparing to upgrade firmware, remember to review the process with your administrator or dealer and establish contingency plans. The wizard requires that you acknowledge and accept the potential risk of firmware installation.

Warning: If a device is turned off or loses power at a critical point during the upgrade, the device could become inoperable and require servicing to replace damaged components.

Upgrading the Firmware

You can use the wizard to install firmware on devices. If the firmware file version is older than the installed version on the device, then the firmware is downgraded. A maximum of five devices can be processed at a time.

1

In any Device view, select one or more similar devices.

2

Click Device > Advanced > Upgrade firmware.

3

On the Warning page, select the check box to acknowledge and accept risk.

Click Next.

NETWORK PRINT MONITOR

8-1

Firmware Upgrade

4

On the Select Firmware page, type the path for the firmware file, or click

Browse to find a valid firmware file and click Open. Click Next.

Note: Firmware files are not provided with this application. Consult your dealer.

5

On the Firmware Information page:

If the firmware file cannot be validated, click Back and select another firmware file.

If valid firmware and device information is displayed, click Upgrade.

6

You can click Cancel to abort an upgrade that has not yet started. This does not stop upgrades that are currently processing.

7

When upgrades are finished, you can view or save a copy of the log, or click

Close.

Finishing Options

While an upgrade is in progress, several features are available on the final page of the wizard:

Log

Displays detailed upgrade information for each device.

Search

Enter the value or part of the value of an IP address or Host name in the

Search text box. To clear the search results and display the entire list again, click the Clear search icon.

Counters

Displays the number of devices by current upgrade status.

Save log

Click to save a .CSV log file containing information about the upgrade.

Close / Cancel

Displays a Close or Cancel depending on the upgrade status. Cancel allows you to quit the process for devices that are still in queue. It does not affect the devices that are already being upgraded. Close indicates all upgrades are completed.

8-2

User Guide

9 Workspaces

A workspace is a collection of files including device information and view settings. The workspace data appears in the device list or map, and the left pane of the screen.

A workspace is identified with a user name and password. When a user opens the application, the last workspace from that user's history is automatically opened. When the user closes the application, the workspace is automatically saved. Normally, a user needs only one workspace, but if there is more than one location, with a list of different devices, additional workspaces can be defined.

You can import a file into a workspace, or export a workspace to a file. A workspace can also be exported to another filename for backup purposes. A list

(current view) can be exported to a file, and current workspace devices can be exported to a file.

Adding a New Workspace

You can create a new workspace on your computer or network.

1

In the menu bar at the top left of the screen, click File > New workspace.

2

Browse to the desired location for the new workspace folder.

3

Select an existing folder or click Make New Folder.

4

Type a name for the new folder, and click OK. The current workspace is saved and closed before opening the new workspace.

Opening an Existing Workspace

You can open a workspace that has been created on your computer or network.

A workspace created for an older version of the application (5.x) is converted for the newer version and cannot be changed back.

1

In the menu bar at the top left of the screen, click File > Open workspace.

2

Browse to the location of an existing workspace and click that workspace folder.

3

Click OK. The current workspace is saved and closed before opening the selected workspace.

NETWORK PRINT MONITOR

9-1

Workspaces

Import and Export Workspaces

A workspace is a collection of files including device and UI information. You can bring in a workspace from a different version of the application or from another user.

The file extension of a workspace imported from version 4.x is .KV3.

The file extension of a workspace imported from version 5 or later is .KVX.

The file extension of a workspace imported from Network Tool for

Accounting is .XML.

To make it possible to reuse the device data and UI information created in the older version, you can import and convert the older workspace to the new workspace.

You can also share a workspace with another user. To protect the integrity of the data, other users--even administrators--cannot access your workspace. To copy a workspace to another user, you must export the workspace, then the other user must import it. The workspace is identified with a user name and password.

Importing a File to a New Workspace

You can bring in a workspace exported from another user or from the 4.x

version of the application. You can also import from a Network Tool for

Accounting database.

1

In the menu bar at the top left of the screen, click File > Import to new

workspace.

2

In the Import To New Workspace dialog box, under File, type a file path or click Browse to select a workspace file. The file must have an extension of

.KVX, .XML, or .KV3.

3

Under Workspace folder, type a file path or click Browse to select a folder to save the workspace file in.

4

Click OK. The application automatically saves the current workspace, and opens the one you have selected to import.

Exporting a Workspace to a File

You can copy a workspace from a user or from the application version 5.x to a file that can be imported to another user or a newer version.

1

In the menu bar at the top left of the screen, click File > Export > Workspace.

2

Specify a destination for the export.

3

Click Save. Click OK.

Viewing Recent Workspaces

You can view and use recently opened workspaces. The last five workspaces are displayed in the list.

9-2

User Guide

Workspaces

1

In the menu bar at the top left of the screen, click File > Open recent.

2

Select the desired workspace from the list. If another workspace is already open, the application automatically saves and closes it before opening the selected workspace.

NETWORK PRINT MONITOR

9-3

10 Options

You can choose settings for certain system authentication and communications options, set or change a local password for users who do not have administrator rights on a computer and configure the application to send e-mail notifications to users about certain device conditions. The application lets you also set default device or account polling settings for new devices and choose settings for the trap server, the SNMP trap packet receiver which runs in the application.

Editing E-mail Options

You can configure the application to send e-mail notifications to users about certain device or counter conditions, such as cover open, paper jam, or counter exceeding the limit.

1

In the menu bar at the top left of the screen, click Edit > Options.

2

In the Options dialog box, click Mail Settings.

3

In the Host text box, type the SMTP (e-mail) server name, and in Port, type the port number.

4

To use authentication, select Require authentication. In the User name text box, type the user name needed to log in to the SMTP server, and in

Password, type the user password needed to log in to the SMTP server.

5

In the Sender name text box, type the sender's name, and in the Sender

address, type the sender's e-mail address.

6

To test the connection to the SMTP server, click Test connection. A message appears to indicate whether the application was able to successfully connect to the SMTP server. If necessary, correct the host name and port number and test the connection again.

Note:

Test connection does not check the validity of the user name and password.

7

To save your settings and close the Options dialog box, click OK.

Editing Authentication Options

If a user does not have administrator rights on the computer with the application installed, the administrator can set up a user login password. If no password has been set up for a user without administrator rights, the application does not start, and an access error message appears.

10-1

User Guide

Options

1

In the menu bar at the top left of the screen, click Edit > Options. In the

Options dialog box, click Authentication.

2

Select Enable local password.

3

In the New password text box, type a password for a local user. A password is a maximum of 32 characters. A blank password is allowed.

4

In Confirm password, type the password again.

5

Click OK to save the password.

Editing Device Polling Options

The application lets you set default device polling settings for new devices.

These settings determine the initial values of the Communication Settings when a device is added. The settings do not affect devices that already have been added.

1

In the menu bar at the top left of the screen, click Edit > Options.

2

In the Options dialog box, click Default device polling settings.

3

Select Status polling if you want to track the condition of devices, such as whether a device is offline, or has a cover open. Type the number of seconds or click the up and down arrows to select a polling Interval (seconds). The available range is between 5 and 300 seconds. The default value is 60 seconds.

4

Select Counter polling if you want to count pages, such as total printed pages, or printed color pages. Type the number of minutes or click the up and down arrows to select a polling Interval (minutes). The available range is between 1 and 10000 minutes. The default value is 60 minutes.

5

Select Toner level polling if you want to track the amount of toner available in the devices. The toner level column in the device lists shows the relative amount of toner in a rectangular icon. If the toner is empty, an exclamation mark shows in the icon. Toner level polling shows the amount of black toner for black and white devices. For color devices the polling shows the amounts of black, cyan, magenta, and yellow toners.

Type the number of minutes or click the up and down arrows to select a polling

Interval (minutes). The available range is between 1 and 10000 minutes. The default value is 1440 minutes.

6

To save your settings and close the Options dialog box, click OK.

Editing SNMP Trap Options

The SNMP protocol is used for providing and transferring management information within the network environment. Should an error occur, such as Add

paper, the device automatically generates a trap. The trap sends an error message to one or two predetermined trap recipients. The trap server is the

SNMP trap packet receiver which runs in the application. To receive trap

NETWORK PRINT MONITOR

10-2

Options

packets, the user has to start the trap server and then configure the SNMP trap on the device as described in the device documentation. TCP port 162 must be available and not blocked by a firewall.

1

In the menu bar at the top left of the screen, click Edit > Options.

2

In the Options list, click Trap.

3

Server status shows if the trap server is running. If the trap server is not running, you can click Start.

If a connection cannot be made with the trap server, a message appears. See the log file at C:\Program Files\NETWORK PRINT MONITOR\KMNV\log for an error message as to why the trap server failed to start. Correct the error, and try again to start the trap server.

If the trap server is running, you can click Stop to halt it. The server status will change to indicate it is not running.

4

If you want to allow the receipt of SNMP trap packets that have the same community name as the trap community (which is stored in the application), type the trap community name in the Trap community text box. The default is

public.

5

If you want to start the trap server whenever the application is started, select

Automatically run trap server when the program starts. The default is for the option to be cleared: to not allow the trap server to start automatically.

6

Click OK to save your settings and close the dialog box.

Editing Account Polling Options

You can specify settings for default account counter polling for new devices.

1

In the menu bar at the top of the window, click Edit > Options.

2

In the Options dialog box, click Default account polling settings.

3

Select the Default account counter polling for new devices check box.

4

For the Account counter polling interval, select Daily, Weekly or Monthly from the list.

5

In the Time text box, type a valid time that you want polling to occur, or use the up-and-down arrows to select a time.

6

If you selected Weekly for the Account counter polling interval, select the day of the week you want polling to occur from the Day list.

If you selected Monthly for the Account counter polling interval, select the numeric day of the month you want polling to occur from the Date list.

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User Guide

Options

7

Select a Warning level. The polling action issues a warning when either 60% or more of available accounts are counted, or 80% or more of available accounts are counted. The default is 60%.

8

Click OK to save your account polling settings. If you do not want to save the settings you just made, click Cancel.

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Rev. 5.

3 2011.7

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Key Features

  • Device Discovery
  • Printer Driver Installation
  • User Management
  • Job Accounting
  • Device Monitoring
  • Troubleshooting
  • Device Settings Management
  • Device Configuration
  • Network Group Management
  • Job Log Export

Frequently Answers and Questions

How do I add a new device to the Network Print Monitor?
Click Device > Discovery > Add devices. In the Add Devices wizard, select a method for adding devices and follow the steps.
How do I install printer drivers using the Network Print Monitor?
You can install, upgrade, or uninstall printer drivers in the Device and Host view. In the device list, select the device for which you want to install drivers. Right-click and select ‘Install Printer Drivers’. You can also select ‘Upgrade Printer Drivers’ or ‘Uninstall Printer Drivers’ to upgrade or uninstall device drivers.
How do I manage users using the Network Print Monitor?
Click Device > Users. You can add, edit, or delete device users in the Device Users dialog box.
How do I set up job accounting using the Network Print Monitor?
Click Account > Device Accounting Settings. You can enable or disable job accounting, select media type counters, handle errors, and set permit processing and copy counter settings. Click Apply to save changes.

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