KYOCERA Device Manager Guide

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Device Manager Installation and Upgrade 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.

© 2020 KYOCERA Document Solutions Inc.

Regarding trademarks

Microsoft ® , Windows ® , and Active Directory ® are registered trademarks 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.

Table of Contents

Chapter 1 Introduction

Intended audience............................................................................................................................. 1-1 Intended use...................................................................................................................................... 1-1 Conventions....................................................................................................................................... 1-1

Assumptions.......................................................................................................................................1-2 Prerequisites...................................................................................................................................... 1-2

Installation checklist........................................................................................................................... 1-3

Chapter 2 System requirements

Supported operating systems............................................................................................................2-1 Supported browsers...........................................................................................................................2-1 Standard configuration hardware requirements................................................................................ 2-1

Chapter 3 SQL database installation and setup

Installing SQL Server Express edition...............................................................................................3-1 Installing SQL Server Enterprise edition........................................................................................... 3-1

Installing SQL Server Management Studio....................................................................................... 3-2 Configure SQL Server with SSMS.................................................................................................... 3-2 Selecting a database instance.................................................................................................... 3-2

Setting up authentication............................................................................................................. 3-3 Adding a domain user................................................................................................................. 3-3

Chapter 4 Device Manager installation and setup

Installing Device Manager................................................................................................................. 4-1 Firewall configuration......................................................................................................................... 4-1

Upgrading Device Manager...............................................................................................................4-3 Connecting Device Manager to the database...................................................................................4-3

Troubleshooting SQL connection error........................................................................................4-4

Making a domain user a local administrator..................................................................................... 4-5 Additional configuration items............................................................................................................4-5

Chapter 5 Local Device Agent

Disabling Status Monitor....................................................................................................................5-1

Installing LDA.....................................................................................................................................5-2 Discovering USB-connected devices.................................................................................................5-2

Device Manager i

ii Installation and Upgrade Guide

1 Introduction

Introduction

Intended audience

This document is for IT professionals, and non-IT personnel with knowledge of database installation and configuration.

Intended use

This document provides instructions on how to install Device Manager, and configure this application to an internal or external database.

This document includes instructions on installing and configuring Microsoft SQL Server Enterprise and Express editions. Follow these instructions if you prefer to use Device Manager with an external database. This document is not intended to replace the official documentation for Microsoft SQL. For more information, refer to the documentation in the Microsoft website.

Conventions

The following conventions may be used in this guide: • Menu items and buttons appear in they appear on the screen.

• Document titles appear in

italics

.

bold text

.

• Screen, text box, and drop-down menu titles are spelled and punctuated exactly as • Text or commands that a user needs to enter are displayed as text in a different font or in a text box as shown in these examples: 1. On the command line, enter net stop program 2. Create a batch file that includes these commands: net stop program gbak -rep -user PROGRAMLOG.FBK

• Icons are used to draw your attention to certain pieces of information. Examples: This is a NOTE icon. This indicates information that is useful to know.

This is a CAUTION icon. This indicates important information that you need to know, including such things as data loss if the procedure is not done properly.

Device Manager 1-1

Introduction

This is a TIP icon. It indicates a small but useful piece of practical, non-essential information.

Assumptions

Depending on your system setup and preference, you can configure Device Manager with an internal or external database.

You can only configure Device Manager with one database.

Firebird

This internal database is embedded with the application, and will be installed in the same computer as the application.

Microsoft SQL

This external database is installed and set up before installing the application.

There is only one database administrator that will access the database locally.

Prerequisites

• Microsoft .NET Core 2.2.6

• .NET Core installation prerequisite: Microsoft Visual C++ Redistributable for Visual Studio 2015.

• .NET Core is included in the installer package. For .NET Core to work properly, your system must have all the latest Windows updates.

• Internal database: Embedded Firebird • External database: Microsoft SQL Server • The following versions are supported: • SQL Server 2017 • SQL Server 2016 • SQL Server 2014 • SQL Server 2012 • SQL Server 2008 R2 • Determine the SQL Server edition to install, based on your needs: • Enterprise • Standard • Express This free edition has lower memory capacity compared to the Enterprise or Standard editions, with a maximum database size of 10 GB.

1-2 Installation and Upgrade Guide

Introduction

• For more information on the different Microsoft SQL Server editions, go to the Microsoft website.

• For more information on supported operating systems and browsers, and hardware configuration, see

System requirements

.

Installation checklist

Depending on your database preference, refer to the following chapters in this document:

Database type

Embedded Firebird (internal database)

Chapters

Device Manager installation and setup

Since the embedded Firebird database will be used, you do not need to install and set up Microsoft SQL Server and SQL Server Management Studio.

Microsoft SQL (external database)

1.

2.

SQL database installation and setup Device Manager installation and setup Device Manager 1-3

2 System requirements

System requirements

Supported operating systems

• Windows 10 • Windows 8.1

• Windows 7 • Windows Server 2019 • Windows Server 2016 • Windows Server 2012 R2 • Windows Server 2012 • Windows Server 2008 R2 You may encounter issues when you install Device Manager in Windows Server 2008 R2. Make sure that: • .NET Framework 4.6.1 is included in Windows updates.

• Windows Server 2008 R2 SP1 is used.

• Microsoft Visual C++ Redistributable for Visual Studio 2015 Update 3 is installed.

• After installing Device Manager, restart your computer.

Supported browsers

• Google Chrome 52 or later • Microsoft Internet Explorer 11 • Microsoft Edge for Windows • Firefox 53 or later • Safari

Standard configuration hardware requirements

Recommended hardware Number of supported devices

• 4 GB RAM • 2 cores (physical) • 1.5 GHz CPU Up to 100 devices • 6 GB RAM • 4 cores (physical) • 3.6 GHz CPU Up to 300 devices

Database

Internal Internal or external

Device Manager 2-1

System requirements

Recommended hardware Number of supported devices

• 32 GB RAM • 8 cores • 2.2 GHz CPU • 1000 Mbps gigabit Ethernet adapter Up to 10,000 devices

Database

External

2-2 Installation and Upgrade Guide

3 SQL database installation and setup

SQL database installation and setup

Installing SQL Server Express edition

This section describes how to install Microsoft SQL Server Express edition. For more information, refer to official Microsoft documentation. If you are installing Microsoft SQL Server Enterprise edition, then go to the next section.

Steps and details may vary depending on the SQL Server version.

1 2 3 4 5

Run the installer.

Select the Basic option.

Read the license terms, and then select

Accept

.

Review or specify the installation location, and then select

Install

.

When the installation completes, select

Install SSMS

.

Installing SQL Server Enterprise edition

This section describes how to install Microsoft SQL Server Enterprise edition. For more information, refer to official Microsoft documentation. If you are installing Microsoft SQL Server Express edition, then go to the previous section.

Make sure that your product key is available.

Steps and details may vary depending on the SQL Server version.

1 2 3 4 5

Run the installer.

Select

Installation

>

New SQL Server stand-alone installation or add features to an existing installation

, and then follow the instructions.

When Install Rules completes, select

Next

.

Ignore any warnings that may appear.

Select

Enter the product key

, provide the information, and then select

Next

.

Review the instance configuration details, and then select

Next

.

• Accept the default instance.

Device Manager 3-1

SQL database installation and setup

6

• Select

Named instance

, and then provide the information.

In Database Engine Configuration, do the following: a) Select an Authentication Mode: • •

Windows authentication mode Mixed Mode (SQL Server authentication and Windows authentication)

Specify a password for the SQL Server system administrator.

b) Manage the SQL Server administrator accounts:

7 8

• To add the active user currently logged onto the computer, select

Add Current User

.

• To add a different user, select

Add

.

• To remove, select an entry from the list, and then select

Remove

.

c) Select

Next

.

In Ready to Install, review your settings, and then select

Install

.

When the installation completes, select

Next

>

Close

.

In SQL Server Installation Center, select

Install SQL Server Management Tools

, and then go to the next section.

Installing SQL Server Management Studio

Manage your SQL database permissions with SQL Server Management Studio (SSMS). For more information, refer to official Microsoft documentation.

1 2 3

Run the installer.

Select

Install

.

When the installation completes, select

Restart

.

If there is no Restart option, then manually restart your computer.

Configure SQL Server with SSMS

Before installing Device Manager, you need to create a user and set up server authentication in SSMS to manage the SQL Server database instance. You will need this information later to connect Device Manager to the SQL database.

Selecting a database instance

1

Run SSMS.

3-2 Installation and Upgrade Guide

SQL database installation and setup

2 3 4

In Server name, select

Browse for more

.

In Database Engine, select a database instance.

If you have more than one database instance, then make sure to select the correct instance for Device Manager.

Select

OK

.

Setting up authentication

Make sure that SSMS is running.

4 5 6 7 8 1 2 3

In SSMS Object Explorer, expand the database object, and then go to

Security

>

Logins

.

Right-click

NT AUTHORITY\SYSTEM

, and then select

Properties

.

Select

Server Roles

>

dbcreator

.

The dbcreator role should be associated with a user account, which Device Manager will use to connect to the database. Public should be selected by default. If that account is a domain user account, refer to

Adding a domain user

.

Select

OK

.

Right-click on the database instance, and then select

Properties

.

Select

Security

.

In Server authentication, select either

Windows Authentication mode

or

SQL Server and Windows Authentication mode

, and then select

OK

.

Restart the SQL Server database service.

a) In Windows, select

Start

, and then search for the Services app.

b) In Services, search for SQL Server.

c) Right-click on the service, and then select

Restart

.

Adding a domain user

Make sure that SSMS is running.

1 2

In SSMS Object Explorer, expand the database object, and then select

Security

.

Right-click

Logins

, and then select

New Login

.

Device Manager 3-3

SQL database installation and setup

3 4

In Login - New, go to

General

, and then select

Windows authentication

>

Search

.

a) In Select User or Group, select

Advanced

.

b) In Select User, Service Account, or Group, select

Locations

.

c) In Locations, select

Entire Directory

>

OK

.

d) Select

Find Now

.

e) In Search results, select a user account, and then select account is added, and then select

OK

.

The selected domain user is specified in Login - New.

OK

.

f) In Select User, Service Account, or Group, verify that the correct user In Login - New, go to

Server Roles

, and then select

dbcreator

.

Public is selected by default. Keep this selection.

5

Select

OK

.

3-4 Installation and Upgrade Guide

4 Device Manager installation and setup

Device Manager installation and setup

Installing Device Manager

If you plan to use the Device Manager application with an external database, make sure that SQL Server and SSMS are installed and configured before you install the application.

1 2 3 4 5

Run the installer.

Review the license agreement, and then select

Accept

.

Review or specify the installation location, and then select

Next

.

Review your settings, and then select

Install

.

If previously stored files are detected, then select an option: • Select • Select

Yes No

to use configuration files from the previous installation, such as AuditLogs, DeviceUser, and Certificate.

to replace the previous configuration files with new ones.

When the installation completes, select

Next

.

Take note of the default login information.

6

Select

Finish

to restart your computer immediately, or you can restart later.

If you prefer, you can specify to create a desktop shortcut. This shortcut opens Device Manager in your default browser.

Firewall configuration

After installing Device Manager, make sure that the following ports are accessible:

Device

Destination Port Number

80

Protocol Description

Device home page 161 162 TCP (HTTP) UDP (SNMP) SNMP To request data from a device To request SNMP Trap data from a device

Device Manager 4-1

Device Manager installation and setup

Destination Port Number

443 9000 9090 9091

Protocol Description

TCP (HTTPS) TCP TCP (HTTP) TCP (HTTPS) TCP Device secure home page Computer with local USB agent To request data from a device To request data from a device 9100 To send a firmware upgrade PRESCRIBE command to a device, enable the Raw Port option on the Device Operation panel

Device Manager

Destination Port Number

800-899 9191 9292 9595

Protocol Description

TCP (HTTP) TCP (HTTP) TCP (HTTPS) TCP (HTTP) To request the firmware files from the Device Manager server by a device Device Manager web page Device Manager secure web page To manage internal Device Manager operations • After installing Device Manager, make sure that ports 9191 and 9292 have been added.

• If you intend to use Device Manager in a private network environment, then change your Firewall settings to private.

External Server

Check the following ports only if the database and Device Manager are installed on separate computers.

Destination Port Number

25 1433

Protocol Description

TCP (SMTP) TCP Simple Mail Transfer Protocol (SMTP) port Microsoft SQL database server default port

4-2 Installation and Upgrade Guide

Device Manager installation and setup

Upgrading Device Manager

Some recommendations before upgrading: • Apart from your current system, set up a parallel environment for the upgrade, to have a fail-safe and to test the upgrade integrity.

• Back up all current data and user information in the Device Manager database • Consult a project manager to have a plan, considering the risks, resources, and impact to your organization

1 2 3 4 5

Run the installer.

Review the license agreement, and then select

Accept

.

Select

Upgrade

.

When the upgrade completes, select

Next

.

To restart, select

Yes

>

Finish

.

• After restarting the computer, make sure that the Device Manager service is running and firewall Inbound Rules are in place.

• Before starting Device manager, make sure to clear the browser cache.

• To retain current data, make sure to select the same database as the previous version.

Connecting Device Manager to the database

1

Open Device Manager.

• Double-click the desktop shortcut.

• Open a supported browser, and then go to https://localhost:9292/.

2 3

Review the license agreement, and then select

Accept & continue

.

Review the privacy policy for data collection, select a participation option, and then select

Apply

.

4

Depending on your system setup and preference, select a database type:

Internal database

The embedded Firebird database is used with Device Manager.

External database

The Microsoft SQL database is used with Device Manager.

a.

b.

Specify the database server details.

Select

Test Connection

.

Device Manager 4-3

Device Manager installation and setup

Review the results and if necessary, modify the server details. If a Test Connection error appears, then refer to

Troubleshooting SQL connection error

.

5 6

Select

OK

.

Verify the connection settings: a) Go to

System

>

System Settings

>

Database Connection

.

b) Depending on your database type, confirm the following:

Database type

Internal database External database

Settings

Server: (local) Port number: 0 Depending on your database server information, make sure that Server, Port number, User ID, and Password are correct.

Troubleshooting SQL connection error

A connection error between your SQL Server and Device Manager application may be due to certain permission or environment settings.

1

In SSMS, make sure that the Remote connections setting is enabled.

a) In SSMS Object Explorer, right-click your database server instance, and then select the next step.

Properties

.

b) In Server Properties, select to this server is selected.

Connections

.

c) In Remote server connections, make sure that Allow remote connections In Device Manager, repeat Test Connection. If the problem persists, then go to

2

Check the port and SQL browser service.

a) In TCP/IP Properties, go to

IP Addresses

>

IP1

, and then take note of the TCP Port.

b) Open that port in Firewall, and confirm that it is not blocked.

c) In Windows, open Computer Management, and then go to

Services and Applications

>

Services

.

d) Search for the SQL Server Browser service, and make sure that Status is Running and Startup Type is Automatic.

• Double-click

SQL Server Browser

, and then in Startup Type, select

Automatic

.

• If Service status is not Running, then select

Start

>

OK

.

e) Right-click contact support.

SQL Server Browser

, and then select

Restart

.

In Device Manager, repeat Test Connection. If the problem persists, then

4-4 Installation and Upgrade Guide

Device Manager installation and setup

Making a domain user a local administrator

Use Windows Computer Management to provide local administrator rights to a user in your domain.

1

In Computer Management, go to

System Tools

>

Local Users and Groups

>

Groups

, and then double-click

Administrators

.

2

Select

Add

.

a) In Select Users, Computers, Service Accounts, or Groups, select

Advanced

.

b) In From this location, verify that your domain location is correct.

If necessary, select

Locations

, and then browse for the correct domain.

c) Select

Find Now

.

d) In Search results, select a target domain user, and then select added, and then select

OK

.

OK

.

e) In Enter the object names to select, verify that the correct domain user is

3 4

In Members, verify that the correct domain user is added, and then select

OK

.

Restart Device Manager.

Use Windows Local Group Policy Editor to manage administrator approval mode.

1.

2.

In Local Group Policy Editor, go to

Computer Configuration Windows Settings

>

Security Settings

>

Local Policies

> >

Security Options

.

Double-click

User Account Control: Run all administrators in Admin Approval Mode

, and then review the setting. Disabling this setting reduces the security of your computer.

Additional configuration items

In Device Manager: • Review your security settings in

System

>

Security

.

• Configure SMTP settings for sending messages and notifications in

System

>

SMTP

.

• Manage notifications and reports in

Notifications

.

• Change the password by selecting the option from the user icon. If you are logging into a remote server or have configured security settings to require login for a local device installation, then change the administrator password.

Device Manager 4-5

5 Local Device Agent

Local Device Agent

Install the Local Device Agent (LDA) application on each host computer with a USB connected device. This allows Device Manager to discover these devices. Before installing LDA, make sure that: • .NET Framework v4.0 or later is installed.

For more information, go to the Microsoft website.

• In Device Manager, the device is removed from the list.

• The device is connected to the host computer with a USB cable.

• The host computer is restarted.

Disabling Status Monitor

If you plan to access a device that is connected to a host computer through USB cable, then you must disable Status Monitor.

1

Depending on your printer driver status, do the following:

Status

Printer driver is installed

Actions a.

Make sure that the latest version is installed.

b.

c.

In Control Panel, select

Devices and Printers

.

Right-click your device, and then select

Printing preferences

.

Go to

Advanced

>

Status Monitor

notifications is disabled.

, and then make sure that Enables event If the Status Monitor option is disabled, then go to the next step.

Printer driver needs to be installed Make sure that you have the latest version of the installer.

a.

b.

Run the installer.

• In Express Install, make sure that Status Monitor is not selected.

• In Custom Install, make sure that Status Monitor is not included in Products to Install.

Follow the instructions.

For more information, refer to the

Printer Driver User Guide

.

Device Manager 5-1

Local Device Agent

2

Verify that Status Monitor is disabled.

a) In Windows, run Task Manager.

b) From any application, send a print job.

You can send a print job with a blank page.

c) After sending a print job, go to Task Manager, and make sure that Status Monitor does not appear in

Processes

>

Apps

.

If disabled, then the Status Monitor window does not appear.

If the window appears, then go to

Settings

>

Notifications

, and then disable event notification.

Installing LDA

In each host computer with a USB-connected device, do the following:

1 2 3

In Device Manager, go to

Devices

>

List

>

More

>

Download the local agent

.

Save and extract the package.

Run the installer.

You may need to allow the installer to make changes to your computer.

4 5 6 7

Review or modify the Destination folder, and then select

Next

.

Confirm the settings, and then select

Install

.

Review the results, and then select

Close

.

Make sure that LDA is running.

In Task Manager, go to

Processes

>

Background processes

, and then search for LDAService.

Discovering USB-connected devices

After installing LDA in host computers with USB-connected devices, you can add these devices in Device Manager.

Before adding a USB-connected device, make sure that: • Status Monitor is disabled in the host computer.

• You have the IP address or host name of the host computer.

• The device is not in sleep mode.

1 2 3

In Device Manager, go to

Devices

>

List

>

Add devices

>

Add devices now

.

In Discovery mode, select

By IP address or host name

.

In Target, specify the IP address or host name of the computer with the USB connected device.

5-2 Installation and Upgrade Guide

Local Device Agent

4 5

Review or modify other settings, and then select

Run

.

Review the results. If necessary, resolve any issues before repeating the process.

In Device list, confirm that the device has been added.

For USB-connected devices listed in Device Manager: • You cannot edit the location and communication settings.

• You cannot open the device home page.

• In the host computer, make sure that LDAService is running and Status Monitor is disabled.

Device Manager 5-3

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Building 2, 51/4, Schepkina St., 129110, Moscow, Russia Phone: +7(495)741-0004 Fax: +7(495)741-0018

KYOCERA Document Solutions Middle East

Dubai Internet City, Bldg. 17, Office 157 P.O. Box 500817, Dubai, United Arab Emirates Phone: +971-04-433-0412

KYOCERA Document Solutions Czech, s.r.o.

Harfa Office Pari, Českomoravská 2420/15, Praha 9 Phone: +420-222-562-246

KYOCERA Document Solutions Inc.

2-28, 1-chome, Tamatsukuri, Chuo-ku Osaka 540-8585, Japan Phone: +81-6-6764-3555 https://www.kyoceradocumentsolutions.com

D M I GKDEN1 7 0.20

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Key Features

  • Centralized management of all KYOCERA devices on your network
  • Remote monitoring and management of devices
  • Automated firmware updates
  • Device status alerts
  • Usage tracking
  • Security management
  • Easy-to-use interface
  • Flexible reporting options
  • Scalable to meet the needs of any size organization

Related manuals

Frequently Answers and Questions

What are the benefits of using Device Manager?
Device Manager provides a number of benefits, including: * Improved visibility and control over your device fleet * Reduced downtime and increased productivity * Enhanced security * Simplified management tasks
How do I install Device Manager?
Instructions for installing Device Manager can be found in the *Device Manager Installation and Upgrade Guide*.
How much does Device Manager cost?
Contact your KYOCERA sales representative for pricing information.
What are the system requirements for Device Manager?
The system requirements for Device Manager can be found in the *Device Manager Installation and Upgrade Guide*.