HP Access Control (HP AC) Job Accounting User Guide
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Table of contents 1 HP Access Control (HP AC) Job Accounting ........................................................................................................ 1 1.1 Overview .......................................................................................................................................................... 1 2 HP Access Control (HP AC) Job Accounting Architecture .................................................................................... 2 2.1 Windows print system ......
5.8 Delete a currency ........................................................................................................................................... 20 5.9 Active Directory ............................................................................................................................................. 21 5.10 Retrieving user data .................................................................................................................................... 22 5.
8 Manage print costs ...................................................................................................................................... 54 8.1 Cost control overview .................................................................................................................................... 54 8.2 Cost management page ................................................................................................................................ 55 8.3 Actual costs: printers .......
11.2.1 Query types ............................................................................................................................ 79 11.2.1.1 Users ................................................................................................................. 79 11.2.1.2 Printers ............................................................................................................. 82 11.2.1.3 Cost centers ................................................................................
12 Query results ........................................................................................................................................... 104 12.1 Query table ................................................................................................................................................ 104 12.2 Query status .............................................................................................................................................. 105 12.
15.10.1 Messenger Service ............................................................................................................. 138 16 Quota Client ............................................................................................................................................ 140 17 MyQuota website ..................................................................................................................................... 141 18 Job Accounting Print Client .......................
List of tables Table 8-1 Media priority ..................................................................................................................................................... 63 Table 10-1 Language/currency ..........................................................................................................................................
List of figures Figure 2-1 Windows print system ........................................................................................................................................ 2 Figure 2-2 HP Access Control (HP AC) Job Accounting architecture .................................................................................... 4 Figure 3-1 Data flow ........................................................................................................................................................
Figure 5-21 Confirm deleted address ................................................................................................................................ 32 Figure 5-22 Create distribution list .................................................................................................................................... 33 Figure 5-23 Modify Distribution list .................................................................................................................................
Figure 8-11 Costs priority rules defined ............................................................................................................................ 62 Figure 8-12 Modify a fixed cost .......................................................................................................................................... 63 Figure 8-13 Delete a fixed cost ....................................................................................................................................
Figure 12-5 Chart display task bar ................................................................................................................................... 107 Figure 12-6 Pie chart ........................................................................................................................................................ 108 Figure 12-7 Pie chart task bar ..............................................................................................................................
Figure 15-15 Import Quota .............................................................................................................................................. 138 Figure 15-16 Quota notification ....................................................................................................................................... 139 Figure 15-17 Messenger notification ...............................................................................................................................
1 HP Access Control (HP AC) Job Accounting 1.1 Overview It is now easier than ever to access information. Whether you access data using the Internet or a company intranet, it is often necessary to print some of this information for archival purposes. This has resulted in rising expenses for many companies, due to increased printing costs. HP Access Control (HP AC) Job Accounting: ● Is an easy-to-use software package that meets and exceeds the need for managed printing solutions in business.
2 HP Access Control (HP AC) Job Accounting Architecture 2.1 Windows print system To better illustrate HP Access Control (HP AC) Job Accounting print system integration, it is helpful to understand the Windows print system.
All printers are locally declared and shared among a user group from the print server. The spooler of a Windows print server manages your printing. The process for printing a document in Windows is as follows: 1. User chooses to print a document on a shared printer. The print job is rendered in the printer language of the print device. This happens at the client level, on a node/client PC on the network. 2. User’s computer delivers the print job to the print server.
Figure 2-2 HP Access Control (HP AC) Job Accounting architecture For more information on the HP Access Control (HP AC) Job Accounting database server and HP Access Control (HP AC) Job Accounting web server, see the Information flow section of this guide.
3 Information flow 3.1 HP Access Control (HP AC) Job Accounting print server The HP Access Control (HP AC) Job Accounting Print Server is included with the spooler of your print system. This allows HP Access Control (HP AC) Job Accounting to detect every print job sent to any of these printers.
Figure 3-1 Data flow NOTE: This window presents all modules necessary to create a functional and correctly configured HP Access Control (HP AC) Job Accounting installation— HP Access Control (HP AC) Job Accounting Print Server, HP Access Control (HP AC) Job Accounting Database Server, HP Access Control (HP AC) Job Accounting Web Server, the HP Access Control (HP AC) Job Accounting interface, and the HP Access Control (HP AC) Job Accounting In Printer component.
4 Getting started 4.1 Login page After installing HP Access Control (HP AC), open the HP Access Control (HP AC) Job Accounting configuration utility and click the HP ACJA tab. The HP Access Control (HP AC) Job Accounting login screen opens: Figure 4-1 HP Access Control (HP AC) Job Accounting user login NOTE: Both the default login and password are Admin. The password field is case-sensitive.
4.2 Information page When you have successfully logged into HP Access Control (HP AC) Job Accounting, the HP Access Control (HP AC) Job Accounting Information page appears: Figure 4-2 HP Access Control (HP AC) Job Accounting Information Page The information page consists of two parts: the HP Access Control (HP AC) Job Accounting Remote Control panel on the left, and the larger General Display window on the right.
Figure 4-3 HP Access Control (HP AC) Job Accounting remote control panel 4.4 General display window The general display window can always be updated and accessed by clicking Home at the top of the Remote Control panel. (See Figure 4–3, above). Figure 4-4 General display window Section 4.
The general display window is divided into the following sections: ● The information about your license status. If HP Access Control (HP AC) Job Accounting is registered, nothing is displayed. ● Information about the current user. ● Information about costs and exchange rates. (This information only appears for an HP Access Control (HP AC) Job Accounting administrator.) ● Other miscellaneous types of information.
4.7 Missing information HP Access Control (HP AC) Job Accounting automatically detects any new elements added to the print system, whether it is a printer, media, a user, or another element. However, some information regarding these new elements (for example, the cost of the new printer) must be defined by the administrator in order to ensure the accuracy of query results.
Figure 4-8 New data is loading This message indicates that print job costs are being updated after cost parameters were modified. As soon as the calculations are performed, this message disappears. HP Access Control (HP AC) Job Accounting has three distinct user categories: ● HP Access Control (HP AC) Job Accounting users These users have an HP Access Control (HP AC) Job Accounting account. They can launch queries and get query results (on costs, printed documents) and be informed on the print system.
To reach a specific page, click the first page number in the bar and type the number of the page you want to reach: Figure 4-10 Navigate to specific page 4.9.3 Managing HP Access Control (HP AC) Job Accounting lists HP Access Control (HP AC) Job Accounting lists can be managed in any of the following ways: ● To select one or several elements of a list, check the box on the left of the element (such as account or query). NOTE: The box in the title bar selects all elements of the list.
Figure 4-13 Database Manager login In the Server Name field, make sure to include the instance name if you used a named instance of SQL. Enter the correct logins credentials. Click OK. WARNING! If you delete any item in the database, any record relating to the deleted item is also deleted. For example, if you delete a print server from the database, all printers and jobs from the print server are deleted. To view SQL queries, go to the Database menu and select SQL Query.
5 HP Access Control (HP AC) Job Accounting administration Use the HP Access Control (HP AC) Job Accounting Administration page to add, delete, or modify HP Access Control (HP AC) Job Accounting functions and parameters.
5.1 Accounts options To access the HP Access Control (HP AC) Job Accounting Accounts options, click Accounts on the Administration screen. Figure 5-2 Accounts page This page provides information on the various accounts in the system, and allows the administrator to create new accounts or modify existing ones.
5. Click the Go icon to validate the account, or the Cancel icon to reject it and stop the operation. Figure 5-3 Go and Cancel icons This account has the language and currency attached by default to the Admin account. For more information on changing the language and currency, see the HP Access Control (HP AC) Job Accounting user options section of this guide. 5.3 Modify an account Administrators can modify the password or the access rights attached to a user name.
Figure 5-4 Administration page: Currencies button This page lists all currencies defined in HP Access Control (HP AC) Job Accounting and provides their acronym. These currencies may be used in HP Access Control (HP AC) Job Accounting to display costs for elements such as printers, media, or jobs. A currency will ultimately express a cost associated with a given printer.
1. From the Currencies page, click Add a currency. Figure 5-5 Add a currency 2. Specify the new currency name and acronym (Example: USD for a US dollar). 3. Click the Go icon to add the currency, or the Cancel icon to stop the operation. 5.5.2 Define an exchange rate An exchange rate must be associated with each currency. All exchange rates are set to “0” by default. NOTE: You must define an exchange rate for the new currency, or all costs expressed in the new currency will be incorrect.
3. Enter the exchange rate for the currency. 4. Click the Go icon to accept the defined exchange rate, or the Cancel icon to stop the operation. 5.6 Delete an exchange rate To delete an exchange rate, complete the following steps: 1. On the Currencies page, check the box beside a currency to select it. 2. Click Define an exchange rate. 3. Enter 0 in the field beside the currency, for the exchange rate you want to delete. 5.
2. Click Delete . Figure 5-8 Delete a currency 3. Click the Go icon to delete the currency, or the Cancel icon to stop the operation. TIP: You can delete several currencies at a time. NOTE: The exchange rates attached to a deleted currency are automatically deleted. 5.9 Active Directory Information regarding users, groups, domains, and computers is collected the first time a user is detected in the database.
● Click Retrieve user data to launch the search. ● Click Group organization to add, delete, or organize groups. ● Click Group management to manage groups and user assignments to groups, to charge them based on printing activity. ● Click Customize report to add and define columns in your queries. The summary report is not affected. HP Access Control (HP AC) Job Accounting allows you to retrieve and use data regarding individual print system users.
1. Click Retrieve user data to launch this operation. Figure 5-10 Retrieve user data 2. Choose a specific Affected domain to scan. You can also specify the login and password of an HP Access Control (HP AC) Job Accounting administrator for the defined domain of your print system. For security purposes, the password is encrypted and not visible. NOTE: Passwords are case-sensitive. NOTE: HP Access Control (HP AC) Job Accounting uses this identification to research users on the network.
5.11 Group Organization Group Organization defines which Active Directory property to use to query group activity and costs for each user. The three options for organization are Primary Group, Organizational Unit, or Active Directory Properties. Figure 5-11 Group Organization Primary Group and Organizational Unit (default OU is Users) are the standard Active Directory properties.
is counted only once, and not twice or three times, as is the case when the user belongs to several groups. To set up this feature you will first need to choose a domain. Use the following steps to manage groups: 1. Click Group management on the “Active Directory” page. 2. Choose a Domain. 3. Click the Go icon to continue to the Group selection menu: Figure 5-12 Group selection 5.
Use icons to manage groups: Figure 5-13 Group management icons The right-arrow icon moves a group from the Unselected groups field to the Selected groups field. You also can select many groups by holding the Ctrl key while making selections. 1 2 This icon moves all groups from Unselected groups to Selected groups. The left-arrow icon moves a group from the Selected groups field to the Unselected groups field. You also can select many groups by holding the Ctrl key while making selections.
● To assign users manually, click Manual assignment in “Group management”: Figure 5-14 Manual assignment A list of users is displayed. You can only reveal the users of one particular group at a time, but it is possible to see all users of all groups. In this case, the current assigned group is indicated between brackets for each user. You can choose a new destination group for each user.
1. Click Manual Scan on the “Group management” page: Figure 5-15 Manual scan To limit the list size, use the drop-down menu to confine the results to specific network groups. Use the following steps to perform a “Manual scan”: 2. Select the new user from the list. 3. Click the Update icon to update the selected user. 5.15 Customize reports Use the Customize Report function to add data from any Active Directory field in a column within a usergenerated report.
a. Enter the column name in the Column field. b. Select from the Active Directory Properties drop-down list to define the column. If the drop-down list can be populated, an input field displays (see Group organization > Active Directory properties sub-section of Group organization section of this manual for more details. Figure 5-17 Customize report columns option NOTE: See Perform a query > Modify display parameters to display additional columns in the report. 5.
To create addresses and lists and configure the email server, click Email on the Administration page. Figure 5-18 Email configuration The HP Access Control (HP AC) Job Accounting email system enables HP Access Control (HP AC) Job Accounting users to send query results using electronic mail as the delivery mechanism. Email data (addresses, lists and server), if already defined, appears on the screen. The SMTP address of the email server is displayed.
1. From the Email screen, click Create an address. Figure 5-19 Create an address 2. Enter the email address in the usual format: xxxxxx@xxxxxx.xxx 3. Click the Go icon to accept the address, or the Cancel icon to reject it and stop the operation. NOTE: All fields can contain up to 127 characters, symbols, and figures. 5.18 Modify an email address Use the following steps to modify an existing address: 1. On the Email page, select the email address you want to modify. 2.
2. Click the Delete NOTE: icon. To avoid an error, confirm that you want to delete the address. Figure 5-21 Confirm deleted address 3. Click the Go operation. icon to accept the address deletion, or the Cancel icon to reject it and stop the CAUTION: This operation cannot be canceled after it has been accepted. 5.20 Distribution lists A distribution list consists of several email addresses grouped together. You can create a list of addresses, and assign a name to the list.
2. At the top of the screen, click Distribution lists. Figure 5-22 Create distribution list 3. Enter a name for the list in the Name field. All existing individual email addresses appear in the Email address field. TIP: You can enter up to 127 characters, symbols, and figures. 4. To create a list, select an email address. To select more than one address, hold down the Ctrl and Shift keys while selecting. 5.
2. Check Modify parameters to open the Modify a list page. Figure 5-24 Modify distribution list content TIP: You can modify the content of one or several fields by clicking on each field, and then entering the relevant information. 3. Click the Go operation. icon to accept the distribution list modifications, or the Cancel icon to stop the 5.20.3 Delete a list To delete a list, complete the following steps: 1. Click to select the box next to the Distribution list you wish to delete. 2.
NOTE: You can only create one server configuration. If the email server configuration has been defined, it will appear on your screen with its SMTP outgoing mail and port number. You will be able to create, modify, and delete your server configuration by using the task bar at the top of the page. 5.21.1 Configure the server To configure the server, complete the following steps: 1. Click Configure the email server. At Modify the server configuration, a. Enter the Outgoing mail (SMTP) information. b.
1. Click Configure the email server. Figure 5-27 Configure email server 2. On the Configuration screen, modify the content of one or several fields by selecting each field to enter the relevant information. 3. Click the Go icon to accept the configuration, or the Cancel icon stop the operation. 5.21.3 Delete the server configuration To delete the server configuration, complete the following steps: 1. Click Configure the server. 2.
To create a template, assign a template to a printer, modify a template, or delete a template, click Printer templates on the Administration page. Figure 5-28 Printer template selections The templates management task bar allows you to create a template or assign a template to a printer. 5.22.1 Create a printer template To create a printer template, complete the following steps: Section 5.
1. To begin template creation, click Create a template from the Printer templates page. Figure 5-29 Create a template 2. Enter the template name. This is a required field. 3. Enter the costs in fields provided, as desired. NOTE: Use a decimal point in costs (such as 20.00) and years as the unit of time. 4. Use the drop-down list in the Currency field to define the currency for your costs. 5. Click the Go NOTE: icon to accept the data, or the Cancel icon to stop the operation.
2. Click Assign a template to a printer. Figure 5-30 Assign a template This page lists all printers tracked by HP Access Control (HP AC) Job Accounting on your print network. Each line in this list represents a printer in this format: \\print server\printer. The template name appears at the top of the page. 3. To assign the template, select a printer. To select multiple printers, use the Ctrl and Shift keys on your keyboard. 4.
1. From the template management screen, select the template to delete. Figure 5-31 Select templates to delete 2. Click the Delete icon in the title bar of the list. The template appears on your screen. Figure 5-32 Verify template selection 3. Click the Go icon to accept the modifications, or the Cancel icon to stop the operation. CAUTION: This operation cannot be canceled after it has been accepted.
6 Configuring data collectors 6.1 HP Access Control (HP AC) Agent The HP Access Control (HP AC) Agent allows you to capture data directly from a network printer, and functions even if the HP Access Control (HP AC) Job Accounting print server direct tracking module is not installed. For more information and instructions to configure HP Access Control (HP AC) Agent, see the HP Access Control (HP AC) Agent Administrator Guide. 6.
2. Go to the General > Device Information page. In the Device Name field, enter the device's Host Name. Click Apply. Figure 6-2 Device Name After jobs are tracked and the XML files are processed, you will see all your devices listed in Job Accounting. After the XML files are processed, you will see all your devices listed in Job Accounting. 6.
Figure 6-4 Printers list Before HP Access Control (HP AC) Job Accounting can track a printer, it must be identified by the Print Server tile. 1. Go to the Print Server tile. Figure 6-5 Print server tile 2. Select a printer from the printer list, then click Configure. 3. In the Configure window, select the features you want to configure: Section 6.
● Click Tracking enable tracking of print jobs sent to the selected print queue. The print queue tracking method can be either Port Monitor or Print Processor, depending on what is selected in the Settings tile > Print Server tab. ● Click Quota to enable the enforcement of Job Accounting quotas for printing. ● Click IPM to apply IPM rules and costs to the printer. See the HP Access Control (HP AC) IPM Administrator Guide for more information.
Figure 6-7 Device folder FTP mode pushes files in ..\HP AC\Temporary\x.x.x.x folder, where x.x.x.x is the printer IP address. HTTP and HTTPS modes push files in ..\HP AC\Temporary\DTM folder. The file name starts with the printer IP address. TIP: The push interval can be set to 0 for real-time push. 1. Click the Snmp tab. The default SNMP setting is “public” for Set and Get. If values are changed on the devices, all devices must have the same value or no value (public).
Figure 6-8 DesignJet configuration To start tracking a DesignJet printer, simply select the DesignJet from the list on the left and click the right arrow between the columns: Figure 6-9 Add or remove DesignJet printers To stop tracking a DesignJet printer, select it from the right list and click the left arrow between the columns. 6.
Figure 6-10 Schedule job retrieval NOTE: If Auto-Upload is selected, the interval may be set to 0 for real-time processing. 6.6 Schedule DesignJet retrieval DesignJet retrieval can be scheduled to occur at a designated start time on one or more days of the week, or regularly at a specific time interval. To access the schedule parameters, click Schedule DesignJet retrieval on the HP Access Control (HP AC) Job Accounting print server Administration page. Figure 6-11 Schedule DesignJet retrieval Section 6.
If Account ID is enabled in the driver, HP Access Control (HP AC) Job Accounting can report the account ID as the User name. By default, the login name is reported. 6.7 SAP tracking SAP must be configured to report the user name in the job name (consult SAP for more details on how to configure SAP queues). To access the SAP user name tracking parameters, click SAP tracking on the HP Access Control (HP AC) Job Accounting print server Administration page.
● Correct/current printer drivers with Job Accounting information must be installed. ● Printer must be capable of sending a trap. NOTE: A trap is a packet of information provided by the printer that indicates basic job information and print job status. In the Devices tile, select a device from the device list, then click Configure. In the Configure window, select Confirmation trap. Click OK.
Figure 6-15 Snmp options The default setting is “public” for Set and Get. If values are changed on the devices, all devices must have the same value for Set and Get, or no value (public). The default Trap level is Printer Confirmation traps. In the default mode, only printed job traps are sent. This is used to reduce the network traffic with unwanted traps. Some versions of HP JetDirect require that “All traps” mode is selected. The trap service is using the default 162 UDP port.
7 Viewing the print server This HP Access Control (HP AC) Job Accounting function allows you to view the organization of your print system—all HP Access Control (HP AC) Job Accounting print server and all printers linked to each HP Access Control (HP AC) Job Accounting print server tracked by HP Access Control (HP AC) Job Accounting. This module also automatically corrects print job errors and only tracks actual output.
printer (color, duplex printing). The columns Local name and Sharing name can be sorted in ascending or descending alphabetical order if you click on the titles of the columns. Figure 7-2 Print server column 7.1.1 Printers Click a printer port to get the characteristics of this printer. This reaches the internal web site of the printer, allowing you to determine its status and administer its configuration.
● If the printer is not manufactured by Hewlett Packard (HP). ● If the printer is offline. ● If the printer is installed locally (LPT1 or USB) and not on the network. Figure 7-4 Manually define printer After specifying the type of printer, click the Go stop the operation. icon to accept the information, or the Cancel icon to Section 7.
8 Manage print costs 8.1 Cost control overview One of the main HP Access Control (HP AC) Job Accounting benefits is its ability to produce extremely accurate printing cost information and employ enterprise-level print cost control solutions in your organization.
8.2 Cost management page Click Page cost management in the HP Access Control (HP AC) Job Accounting Remote control panel to reach the printer selection page. This page allows the selection of a print server and printer, for which cost information must be entered: Figure 8-1 Page cost management The print server/printer list is a dynamic list of all print servers and printers used at least once in your print system since the initial HP Access Control (HP AC) Job Accounting installation.
1. Select one or several print servers or printers on the Page cost management screen selection page. 2. Click the Go to open Page cost management page. Actual printer costs may be viewed here. Figure 8-3 Actual printer costs The print server and printer you selected appear at the top of the page. Any costs defined for these printers appear in the list. From this screen, you may: ● Create the actual costs attached to a printer by clicking Create a cost.
3. Enter the Purchase / subscription cost to apply. You can enter up to 8 values. The currency used appears next to the cost entry field. This currency is defined in your user options. See the HP Access Control (HP AC) Job Accounting user options section of this guide. 4. Choose the Depreciation start date. By default, it is today’s date. You can choose a date between 01/01/1990 and 12/31/2100. NOTE: Do not enter depreciation start date or period for toners.
NOTE: HP Access Control (HP AC) Job Accounting recognizes when a print job is canceled. 8.3.3 Modify a printer actual cost After selecting the cost to modify and clicking the Modify parameters icon, you reach the cost entry page. This page contains all information you previously entered regarding this cost. NOTE: If you already defined a template for your printer and want to modify your data, you must use this section and not add a new cost using Create a printer cost.
1. Click Actual costs: media. Figure 8-6 Actual costs: media The media list which displays consists of all combinations of media size and type used at lease once since HP Access Control (HP AC) Job Accounting (HP AC) installation. 2. Choose a combination and then click the Go 3. Enter the desired amount on the Media page. icon.
8.4 Define fixed costs This feature allows you to set a fixed price per page or for an entire document according to its characteristics, without taking into account the actual cost of this document. For example, assume you want to monitor your company’s printing expenditure. You want every A4 document to be charged $0.2, regardless the number of printed pages or the mode used. This price should be set in the fixed cost management page. 8.4.
Figure 8-9 Create a fixed cost Costs priority rules: A problem may arise when several costs for a combination of common criteria have been defined. Example: Document A printed in letter format costs $ 0.2, document B printed in color mode costs $ 0.3, and document C printed in letter format and color mode costs $ 0.5. At this point, priority must be assigned to these fixed costs. NOTE: The priorities defined in this section apply to all fixed costs.
Figure 8-10 Costs priority rules The list of criteria appears in default priority order. The criterion at the bottom of the list contains the lowest priority. The criterion with the highest priority is at the top of the list. If these priorities do not suit your own priority order, you can modify by clicking on a criteria, then by clicking Increase priority or Decrease priority icons to move the selected criteria up or down as desired. Repeat this operation for all relevant criteria.
Table 8-1 Media priority Document Media Printing Mode Cost C Letter Color $0.5 B All Color $0.3 A Letter All $0.2 As document C matches two criteria, it will be assigned $0.5 as cost. Then the priority is given to the colorprinted document. If no other criterion matches a priority, the document is charged according to its media cost. 8.4.2 Modify a fixed cost Complete the following steps to modify a fixed cost: 1.
8.4.3 Delete a fixed cost 1. Select the fixed cost to delete and click the Delete the page. icon. The name of the cost appears at the top of Figure 8-13 Delete a fixed cost 2. Click the Go icon to accept the cost deletion, or the Cancel icon to stop the operation. NOTE: After a fixed cost has been deleted, the actual cost of each printed page is used to calculate printing costs.
2. Choose a Printer from the list. You can select one or more printers to which common costs apply. Hold icon to open the the Ctrl or Shift keys while clicking to select a range of choices, and then click the Go table displaying current leasing cost parameters for the selected printer. Figure 8-15 Modify leasing costs ● To set or change the leasing costs for an entire group of printers, click Modify leasing cost.
8.4.5 Schedule: Costs calculation 1. Click Schedule costs calculations on the navigation bar. Figure 8-17 Schedule: Costs calculation 2. Select Schedule parameters: Days Start time End time Enabled Allows you to toggle the scheduling feature on or off. When checked, the process is started and calculation is done. When unchecked, the calculation is disabled. If Recalculate costs from is enabled, all the jobs printed after the selected date will be recalculated with the current cost information.
9 Cost center 9.1 Managing or creating Cost centers are another method the administrator can use to organize, group, and track output of printers or users. After cost centers are created and assigned, you can perform queries to determine individual or collective use of cost centers. To either manage or create cost centers, click Cost center in the HP Access Control (HP AC) Job Accounting remote control: Figure 9-1 Cost center — manage or create 9.1.
9.1.1.2 Import a cost center When adding a large number of cost centers, printers, or users, it is quicker and more efficient to import a standard CSV file containing the data. This method also allows for both cost center creation and user/printer assignment to occur in a single step.
1. From the Manage cost center page, select the desired cost center from the list on the right and then click the Delete icon. 2. Click the Go icon to accept the deletion, or the Cancel icon to stop the operation. Figure 9-3 Delete a cost center 9.1.2 Assign users to a cost center After cost centers have been created or imported, use the following steps to assign user names to them. 1. Click Assign users to cost center to access the following page: Figure 9-4 Assign users to cost center 2.
3. Choose a cost center from the drop-down menu on the right. 4. Click the Assign icon to assign the user to the desired cost center. To remove all users, click the Delete icon to delete the all users from the list and then automatically import all users tracked by HP Access Control (HP AC) Job Accounting. 9.1.3 Assign printers Assigning printers to a cost center is very similar to assigning users. After cost centers have been created or imported, printer names can be assigned to them. 1.
10 HP Access Control (HP AC) Job Accounting user options 10.1 Options During the initial installation of HP Access Control (HP AC) Job Accounting, some options are set by default, such as the language and the currency used in the application. These default options are set according to the language defined by your operating system.
● Options appearing in the general options page ● HP Access Control (HP AC) Job Accounting account password ● Information provided for all launched queries Use the task bar located at the top of the screen to make any of the changes listed above. 10.1.1 User options Click User options in the task bar and the following page appears: Figure 10-2 Define user options Your user name appears at the top of the page.
● US Dollar ● Euro ● British Pound CAUTION: You can add currencies, but you cannot add languages. For more information regarding currency management, see the Currencies section of this guide. 10.1.1.2 Number of lines in lists You can modify the number of lines displayed in all HP Access Control (HP AC) Job Accounting lists such as the query table, the results list of a recurring query, or the list of print servers and printers in the Print Organization menu.
Use the following steps to define an email address: 1. Click in the Email address entry field. 2. Enter/modify your address as desired. You can enter up to 127 characters, symbols, and figures. Your email address appears each time you reach this page. 10.1.1.4 Data format Date formats differ depending upon the country/region in which you reside. HP Access Control (HP AC) Job Accounting allows you to configure the date format displayed in the application. 1. Click on the preferred format. 2.
2. Click Columns on the User options page to get the list of all displayed columns: Figure 10-6 Query columns By default, all options are highlighted. 3. Uncheck the title of the columns you want to hide. 4. Click the Go icon to accept the selections, or the Cancel icon to stop the operation. 10.1.4 Print organization To generate a list of all displayed columns, complete the following steps: Section 10.
1. Go to Print organization. Figure 10-7 Print organization columns 76 2. Uncheck the title of the column(s) you wish to hide. 3. Click the Go icon to accept the selections, or the Cancel Chapter 10 HP Access Control (HP AC) Job Accounting user options icon to stop the operation.
11 Perform a query 11.1 Queries Use HP Access Control (HP AC) Job Accounting’s tracking function to get statistical data related to your printed documents, printing system, or costs. HP Access Control (HP AC) Job Accounting only manages print jobs processed by HP Access Control (HP AC) Job Accounting print servers. They are created by end users and can be of any format: text, spreadsheet, word processing, or databases.
11.2 HP Access Control (HP AC) Job Accounting queries The New Query page can be accessed by clicking New Query on the HP Access Control (HP AC) Job Accounting remote control. Figure 11-1 New query This page is divided into three main areas: ● The query navigation bar at the top of the page. ● The query types in the middle of the page. ● The task icons at the bottom of the page.
11.2.1 Query types 11.2.1.1 Users The queries contained within this theme pertain to the printer users. Search restrictions can be any of the following: print periods (start date, end date), the user’s name, their groups, their domain, the date when they first printed, the document title, and cost. Some queries are limited to only the first n users matching the specified criteria. A single user can belong to one domain, and to several groups.
since HP Access Control (HP AC) Job Accounting installation. This list allows you to audit your print system and analyze print volumes. Total number of documents printed in Economode for the top n users/ domains/groups Lists the first n users/domains/groups for which the greatest number of documents was printed in Economode. Before launching your query, choose user/domain/group in the pull-down menu. This query considers only the documents printed in this particular mode.
default, all pages printed in duplex mode by all users of all domains since HP Access Control (HP AC) Job Accounting installation are included. Number of color-printed pages per year/month/day/hour Charts the total number of pages printed in color mode per year, month, day, or hour. This query also provides printing dates. Before launching this query, choose year/month/day/hour in the pull-down menu.
Lists for each user the number of pages printed for each color media size and b/w media size along with a sum of total cost and fixed cost information. 11.2.1.2 Printers The queries of this theme concern all printers in your print system tracked by HP Access Control (HP AC) Job Accounting. The default search filter is servers. Other search parameters can be: Printer queues: Printers declared on a print server with a specific monitor port or driver.
List of servers, printer queues, printer models, devices, or serial numbers Lists servers, printer queues, printer models or printers tracked since HP Access Control (HP AC) Job Accounting installation. Before launching this query, choose servers, printer queues, printer models, serial numbers, or printers in the pull-down menu.
pages. This list is part of your print system audit, and allows you to validate the use frequency of a printer’s color mode. Job distribution per server/printer queue/printer model/ device/serial number Charts the distribution of print jobs per server, printer queue, printer model, device, or serial number. Before launching your query, choose server, printer queue, printer model, device, or serial number in the pull-down menu.
number of documents printed in Economode, as well as printing dates. By default, all documents printed in Economode since HP Access Control (HP AC) Job Accounting installation are included. Simplified list of printed documents Lists all printed documents. Before launching your query, choose server, printer queue, printer model, device, or serial number in the pull-down menu. This query provides a synthetic result regarding general characteristics such as document name and total/printed number of pages.
11.2.1.3 Cost centers This type of query determines the usage and costs associated with users or printers assigned to a specified cost center. For more information on creating and assigning cost centers, see the Cost centers section of this guide. Figure 11-4 Query cost centers List of cost centers Lists all the existing cost centers currently defined within HP Access Control (HP AC) Job Accounting.
Lists all printed documents. This query provides detailed results concerning the page: color and duplex pages, trays, and media used for printing. With this query, all documents are listed according to the cost center executing the print spool. This query concerns the printed documents and helps with controlling printing costs.
Figure 11-5 Query costs Total printing costs for the top n domains/groups/users Lists the top n users, domains, or groups whose printing costs are the highest in a given period. Before launching your query, choose user/group/domain in the pull-down menu. This query takes into account the number of printed pages, the printing mode, the printer, and the media. By default, this query provides the 10 domains best matching these criteria since HP Access Control (HP AC) Job Accounting installation.
Leasing cost per printer queue or printer serial number Provides information on the leasing costs per printer queue or serial number, based on the monthly lease charge, b/w page price, and color page price defined. For more information, see the Manage print costs section of this guide. Total printing costs for the top n cost centers, users, or printer queues Lists the top n cost centers, users, or printer queues whose printing costs are the highest in a given period.
Frequency of duplex mode use per server/printer queue/printer model/ device/serial number Charts the percentage per server, printer queue, printer model, device, or serial number of sheets printed in duplex mode compared with the number of simplex-printed pages. By default, all printers used since HP Access Control (HP AC) Job Accounting installation are considered.
Lists all printed documents having a link with an allocation profile. This query provides a simplified result with information such as the field values of the allocation profile, the domain, the user, and the number of printed pages. Before launching your request, select a profile. Detailed list of printed documents with allocation information Lists all printed documents having a link with an allocation profile.
Graphs the percentage of the fixed costs in each profile. The result can also be displayed in a table with the total amount. List of jobs without allocation information per domains/groups/users Lists all printed documents without allocation information; all printed jobs that are not linked to an allocation profile. This query provides a simplified result with information such as the domain, the user, and the number of printed pages. This query displays all jobs without allocation information.
11.2.2 Launch a query Launched queries can be in one of these two modes: default or parameterized. When viewing the New Query page, note the three icons at the bottom of the page: Figure 11-9 New Query page 11.2.3 Default mode With the Default mode icon, you will be able to launch a query immediately. This mode is mostly used for queries for which few resources (such as CPU or memory) are required, or for which an immediate result is necessary.
1. Select a query. 2. Click the Parameterized mode icon. Figure 11-10 Parameterized mode 11.2.5 Edit results The various fields (parameters) in this page depend on the query launched. For more information on these parameters, see the Parameterize queries section, below. The buttons along the top enable you to: ● Schedule your query by clicking Schedule. For more information, see the Schedule queries section of this guide.
The following rules apply to time periods: ● For the year unit, all months for the years specified in the Date fields. ● For the month unit, all weeks for the months specified in the Date fields. ● For the week unit, all days for the weeks specified in the Date fields. ● For the day unit, all days specified in the Date fields. 11.3.1 Name a query Each user maintains a unique query name in order to initiate queries.
11.3.6 Document titles starting with... Enables users to select documents whose title starts with a specified string. You can enter up to 64 characters, symbols, and figures. If this field is empty, the default returns all documents printed since the original HP Access Control (HP AC) Job Accounting installation. 11.3.7 Print server Choose which HP Access Control (HP AC) Job Accounting Print Server (HP ACJA PRINT SERVER) you want to query. By default, all print servers are included. 11.3.
11.3.15 Printing for the last... This option enables you to define a time interval in days, months or years, during which documents were printed. The last interval day is always the day, when you are launching your query. By default, all documents printed up to the current date are included. This parameter appears only if you select the Time Lapse parameter. 11.3.16 First n... This option enables you to define the maximum number of a query parameter (such as user, printer, or printer model).
Figure 11-11 Schedule queries The following page enables you to schedule your query in detail. The default frequency is Once. You can choose among the following frequencies: Figure 11-12 Query frequencies When choosing a particular frequency, new fields will appear on the page. The appearance of these fields depends on your selection. 11.4.1 Once Use this value to launch your query once, at a time specified by the Start date and Start time fields.
11.4.2 Daily This query will run once or several times a day, every day or at a regular interval, during a certain time interval as specified in the Start/End Date/Time fields. Figure 11-13 Query frequency: daily Frequency interval Define the day interval—for example by entering 2 in this field, your query will run every 2 days. The default value in this field is 1, meaning that your query will run every day. Daily frequency Choose how often within one day the query will run.
11.4.3 Weekly This query will run once or several times a day, on one or several days, during one or several weeks. Figure 11-14 Query frequency: weekly Daily frequency Choose how often within one day the query will run. With the default option, the query will be launched at the time defined in the Start time field. You can also choose to launch your query regularly every n minutes or hours. Daily interval Specify the minute or hour interval.
11.4.4 Monthly This setting will schedule a query to run once or several times a day, on one day, during one or several months. Figure 11-15 Query frequency: monthly Frequency interval Select the day of the month when the query is launched. The default value is 1, meaning that your query will run on the first day of every month. Daily frequency Choose how often within one day the query will run.
11.4.5 Monthly with relative interval This setting is the same as the monthly frequency, except you can specify an actual day for the query to run. Figure 11-16 Query frequency: monthly, with relative interval Frequency interval Select one day (such as Monday or Friday). You can also select the Day, Weekday, or Weekend day options. Relative interval Choose the week of the month; such as the first week. Daily frequency Choose how often within one day the query will run.
11.4.6 Run when idle When utilizing this process, queries are launched when no other processes are being performed on the database server—such as during off hours. NOTE: This mode is valid only if SQL Server Agent is used. This query frequency helps you manage statistical reports requiring a lot of information. Figure 11-17 Query frequency: run when computer dies 11.4.7 Modify display parameters Before launching a query, you can get the list of all information returned by your query.
12 Query results After a query is launched, the statistics related to that query are pulled from the database. The information is retrieved and transmitted back to the HP Access Control (HP AC) Job Accounting administrator or user in various display formats (such as a chart, table, or spreadsheet) available for each query. The statistical reports generated by launching queries are referred to as “results.
You can sort the Themes, Query name, and Status columns in alphabetical order by clicking the column title. You can also sort the schedule and result dates by ascending or descending order. 12.2 Query status The Status column displays the status of your queries. The possible status results follow: Figure 12-2 Query status — possible results 12.
● the name and type of the query ● the date, when the query result was generated ● the parameters (including the printing time range) This information is listed as in the frame below: Figure 12-3 Query information 12.5 Display types Click one icon in the Result display and Other display types columns to display your results. Each icon corresponds to a specific display type (such as table, graph, or spreadsheet).
Figure 12-4 Chart display The task bar at the top of the page allows you to choose another chart to display your results. Click directly on the display desired, and it will automatically change. Figure 12-5 Chart display task bar Click the Pie chart icon to present information in a traditional pie chart, as shown in the figure below: Section 12.
Figure 12-6 Pie chart The task bar at the top of the page allows you to choose another type of pie chart to display results. Click directly on the display desired and it will automatically change. Figure 12-7 Pie chart task bar Click the Table chart Figure 12-8 Table chart 108 Chapter 12 Query results icon to present the information in a table.
Figure 12-9 Result display You can modify the number of lines displayed in a table in your User options. For more information on how to modify this number, see the HP Access Control (HP AC) Job Accounting user options section of this guide. NOTE: If Copy job appears in the Document name column, the job is a copy job, not a print job. Clicking the Excel icon formats the information into a standard Microsoft Excel spreadsheet. This is the only option that allows you to save your query results.
Figure 12-10 Excel spreadsheet NOTE: To view your results in a spreadsheet, Excel must be installed on your computer. TIP: You may have to resize some columns to view the complete contents of a cell, such as when ####### appears in a cell. Clicking the Query results icon lists all results generated by a recurring query. The number next to this icon represents the number of results generated by this recurring query.
12.5.1 Manage results By clicking the Query in progress icon in the HP Access Control (HP AC) Job Accounting remote control, you reach the query table. This table contains the same icons as any HP Access Control (HP AC) Job Accounting lists. Figure 12-12 Manage results 12.5.2 Modify parameters Launching parameters can be modified. This function will be used by recurring queries for which you want to modify or stop the launching mode. The only parameter you cannot change is the query name.
All parameters (default or defined) appear. For more information on parameters, see the Parameterize queries section of this guide. Modify your parameters as desired. Click Schedule to modify your schedule parameters. For more information on scheduling your query, see the Schedule queries section of this guide. Click the Go table. icon to launch your query with its new parameters or schedule. You directly reach the query Your new parameters take effect even though the query name stays the same. 12.5.
13 Report management 13.1 Report management page Click Summary Report on the HP Access Control (HP AC) Job Accounting remote control to access the Report Management page: Figure 13-1 Report management screen Through the Report Management page, you can quickly generate comprehensive, all-encompassing reports to illustrate print usage. Since reports have only a few, basic settings, they are much more convenient and easier to run than full queries.
3. Select a year from the Year of the report dropdown menu. 4. If you wish to forward a copy of the report to someone automatically, enter their email address in the Send report by email to field. 5. Schedule the report. Choose an option from the dropdown list: 6. ● Once — The report will be generated only once, when validated (Step 7). ● Weekly — The report will be generated weekly, according to the Day and Start time parameters selected before validation.
The amount of time it takes to generate the report depends on the number of jobs printed over the threemonth period. If you wish reports to run automatically in the future, select either Weekly or Monthly from the Schedule dropdown list. After the report is generated, a link appears on the page. Figure 13-3 View report link Click the link to view and print the report using Adobe Acrobat (.pdf), Microsoft Word (.doc), or Microsoft Excel (.
14 Allocation The allocation feature allows additional information to be linked to print jobs. This can be useful for determining billing and expenses. Figure 14-1 Allocation screen 14.1 Create allocation profiles Use the following steps to create an allocation profile: 1. From the Allocation page, click Create Profile. Figure 14-2 Create allocation profile 2. Name the profile you want to create. Be aware that all profiles must have unique titles; two profiles cannot share the same name. 3.
4. Click the Go icon to accept the information, or the Cancel icon to stop the operation. Figure 14-3 Allocation profile information 5. Give a name to the fields of the profile and specify their data type and their input type.
● Click Change profile structure: Figure 14-4 Change profile structure ● Change the Field name, Data type, or Input type of a profile You can modify a Field name, the Data type, or the Input type. ● Delete one or more fields in a profile If no job is linked to the allocation profile, you can delete one or more fields. 1. Click the change profile structure icon. 2. Select the field you want to delete, then click the Delete icon. Figure 14-5 Verify delete fields 3.
14.4 Modify default value Complete the following steps to modify default values: 1. Click Modify default value to assign a default value. Figure 14-7 Modify default value NOTE: The appearance of this window may vary according to the input type you previously defined in the field (Free, List, or Fixed). 2. Select your default value and validate. The selected default value will be displayed in the Default value column.
1. Click Modify list: Figure 14-8 Modify list 2. Enter the value you want to add to your list in the New value field and click Add value to validate. 3. To delete a value, select one or more and then click the Delete icon. NOTE: The names of the values must be different. 14.6 Delete allocation profiles NOTE: You can delete an allocation profile only if no job is linked to this profile.
1. Click Allocation on the HP Access Control (HP AC) Job Accounting remote control. Figure 14-9 Select Allocation to delete 2. Select the profile you want to delete. 3. Click the Delete icon. Figure 14-10 Verify delete allocation 4. Click the Go icon to accept the deletion, or the Cancel icon to stop the operation. 14.
1. Click Allocation in the HP Access Control (HP AC) Job Accounting remote control. 2. Click Job Allocation. Figure 14-11 Job allocation From this screen, you can use the following filters: ● User (Windows login) ● Document name ● Profile name ● Print server ● Printer ● Allocated (Billed) job (Indifferent/Yes/No) ● Allocation information (Indifferent/Yes/No) In addition, you can specify a date range when the related jobs were printed.
1. Click the Link profile icon. Figure 14-13 Add allocation profile parameters 2. You can use the current profile or choose another one by clicking the Modify .icon Figure 14-14 Allocation profile Choose ONE of the available profiles: ● Click the Go ● Enter the field values for the selected profile. ● Click the Go ● The job is now linked to an allocation profile. icon to accept the profile, or the Cancel icon to stop the operation. icon to accept again. 14.
2. Click the Modify icon to modify the field. Figure 14-15 Modify allocation information 3. Keep the current profile or choose another profile. 4. Change the field values accordingly. 5. Click the Go 124 Chapter 14 Allocation icon to accept the modification, or the Cancel icon to stop the operation.
15 Quota module This optional HP Access Control (HP AC) Job Accounting feature allows the administrator to set limits on how much each user is permitted to print, copy, or digitally send. A customizable warning message will automatically notify the user as they approach their quota limit. After a user has exceeded their limit, any additional jobs are automatically deleted. Quotas can be automatically renewed after a specified time period has elapsed.
8. Number of color pages remaining for the user 9. Number of color pages remaining before the user is notified with a warning that they are approaching their limit of available color pages 15.1 Quota defaults Default quota values are automatically assigned as users are added to the Quota table. After the default quota is assigned to a user, it can easily be modified later as needed. To access the Quota Defaults screen, click Defaults in the menu bar at the top of the Quota page.
Quota mode ● Quota by user ● Quota by cost center ● Quota by user and cost center ● Quota by printer cost center ● Enable quota for print ● Enable quota for copies ● Enable quota for digital sending User functions ● Set a Default page limit (the maximum number of total pages the user can print/copy/digitally send) ● Set a Default total warning flag (total number of pages before quota is reached) ● Set a Default color page limit (the maximum number of color pages the user can print/copy/ d
NOTE: Users must have Messenger service enabled to receive quota messages. Messenger service is not available on Vista—quota will work, but the end-user will not be notified. 15.2 Quota user The first time a user sends a job to a printer with a quota assigned, they are automatically added to the table using default values. In addition to providing basic information, the User page can also be used to alter quota settings on a case-by-case basis.
The selected user can be removed from the quota list by clicking Delete. 15.3 Quota cost center To access the Quota Cost Center page, click Cost Center in the menu bar at the top of the Quota page.
15.4 Quota printers To access this feature, click Printers in the menu bar at the top of the Quota page. Figure 15-5 Quota printers To designate an HP Access Control (HP AC) Job Accounting Printer as a Quota Printer, select the HP Access Control (HP AC) Job Accounting Printer in the left screen and click the Move right icon to move it to the right screen. This is used only for printers with the HP Access Control (HP AC) Agent authentication solution, when Quota for copy/digital sending is enabled.
15.5 Assign quota printers to cost center To access this feature, click Assign quota printers to cost center in the menu bar at the top of the Quota page. Figure 15-6 Assign to cost center To assign cost centers to a quota printer, select the quota printer in the left screen, select the cost centers in the right screen, and then click Assign. NOTE: This is used only when the mode Quota by printer cost center is selected. In this mode, the user must be assigned to a cost center to be able to print.
15.6 Import quota To access this feature, click Import Quota (CSV) in the menu bar at the top of the Quota page. Figure 15-7 Import quota A CSV file containing the user name, cost center, quota values, and quota renewal can be imported into the database. 1. Browse to select the CSV file. 2. Assign the column number to the corresponding field. 3. If the CSV file does not contain the information, leave 0 as the value.
6. Click View Import log to see a log of the import process. 7. Click the Delete icon to delete the log. 15.7 Assign cost centers to quota account To access this feature, click Assign cost centers to quota account in the menu bar at the top of the Quota page. In the administration/account menu, you can create a Quota super user account.
Figure 15-10 Manage cost center quotas 15.8 Configure quota for printing using print server To configure quota for printing on a device using the print server, complete the following steps: 1. Enable quota for print in HP Access Control (HP AC) Job Accounting. a. In the HP Access Control (HP AC) Job Accounting Quota module, go to the Defaults page. b. Click Enable quota for print checkbox.
Figure 15-11 Enable quota for print 2. Go to the Print server tile, select a device, then click Configure. In the Configure window, select Tracking and Quota. Click OK. Figure 15-12 Print server quota 15.9 Adding new users to the quota control The following sections include methods to add users to the quota control. Section 15.
15.9.1 First print A user is added to the quota control after the user sends his or her first print job to a device configured with quota. To view the user’s name in the Quota User list, go to the HP Access Control (HP AC) Job Accounting Quota module and then click User. Figure 15-13 User button 15.9.2 First access to the MyQuota A user is added to the quota control after the user sends his or her first print job to a device configured with quota.
Figure 15-14 Welcome screen 15.9.3 First install of Quota Client A user is added to the quota control after the Quota Client is first installed on the user’s desktop. You can install the Quota Client on the end-user desktop by running the “HP AC Job Accounting QuotaClient.msi” file from the following folder: C:\Program Files\Hewlett-Packard\HP AC\client setup Installation requires knowledge of the server name where the HP Access Control (HP AC) Job Accounting quota web service is installed.
2. Click Import Quota (CSV) Figure 15-15 Import Quota 3. Click the Browse button to browse for and select the CSV file. 4. Click the Use a csv with header checkbox to accurately import a CSV file with a header. 5. Enter the correct values in the following fields to determine the correct locations of information in the CSV file: Cost center column, User name column, Total print allowed, Total color print allowed, CSV separator. 6. Click the Import file button to import the CSV file. 15.
Figure 15-16 Quota notification The pop-up will appear on the end-user desktop when the warning page limit has been reached and when the actual page limit has been reached. Figure 15-17 Messenger notification The quota limits and notification messages can be configured from the HP Access Control (HP AC) Job Accounting tab. Click the Quota module and then click Defaults. In the Text section at the bottom of the page, edit the text fields to change the messages displayed. Section 15.
16 Quota Client You can install the Quota Client on the end-user desktop by running the “HP AC JOB ACCOUNTING QuotaClient.msi" file from the following folder: C:\Program Files\Hewlett-Packard\HP AC\client setup Installation requires knowledge of the server name where the HP Access Control (HP AC) Job Accounting quota web service is installed. The quota client will display a printer icon on the tray bar of the desktop that shows the quota limit for the user that is logged into the desktop.
17 MyQuota website End-users can access the MyQuota website to view their login's quota status. Open a Web browser and type the following in the address bar: http:///myquota Where is the name of the server that has the HP Access Control (HP AC) Job Accounting quota web service installed.
18 Job Accounting Print Client To track local printers connected to client desktops via USB, LPT1 or Standard TCP/IP port, install the Job Accounting Print Client. The Job Accounting Print Client is installed on client desktops where local print activity is tracked and then sent to the Job Accounting Database Server. 1.
Figure 18-1 Job Accounting client — Printer configuration Configured printers display in the Tracked Printers list on the right.
19 External reports Select External report management on the Remote Control to set up the HP Access Control (HP AC) Job Accounting report server for external reporting functions. Use External Reporting to create and distribute reports with the following useful features: ● Schedule off-line execution of reports to minimize processing time. ● Maintain a history of executed reports (useful when existing data is changed frequently).
● Manage models ● Manage reports Figure 19-1 External report management 19.3 Manage folders The fields for the Data source folder, Model folder, and Report folder must contain a name. Default names are provided during installation (Source, Model, Report). Type an alternative name, if desired, in any field and icon to save the change. click the Go Figure 19-2 Manage folders button 19.4 Manage data sources Use the Manage data sources screen to add or delete report data sources.
● To add a data source, click Add a data source button. ● To delete a data source, click the selection box and then click the Delete ● To return to the External report management screen, click the Back icon. icon. 19.5 Add a data source Use the Add a data source page to create, view, and modify a shared data source item. A shared data source defines a connection to an external data source.
19.6 Manage models Use the Manage models page to manage report models in the database. Figure 19-5 Manage models page 1. Click Add a model to upload a .smdl model file. 2. Select a model from the list displayed in the table and click Assign data source to model. 19.6.1 Add a model Use the Add a model screen to upload a .smdl model file in the application. Figure 19-6 Add a model 1. Enter the name of the .smdl file to upload, or click Browse to locate the file. 2.
2. Click Assign data source to model. Figure 19-7 Assign data source to model 3. Select the data source. 4. Click the Go icon to proceed, or the Cancel icon to quit. 19.7 Manage reports The table on the Manage reports page displays a list of custom reports available in the database.
19.7.1 Add a report Use the Add a report page to upload a .rdl file from the report server database. Figure 19-9 Add a report 1. Enter the name of the .rdl file to upload, or click Browse to locate the file. 2. Enter name of the file as it will appear in the report server namespace. This field is automatically filled when a file is selected with the Browse function. 3. Enter report Description. 4.
19.7.2 Assign model to report Use the Assign model to report page to assign a model from the database to a report. Figure 19-10 Add model to report 1. On the Manage report page, select a report from the list displayed in the table and click Assign model to report to assign a report model to an existing report. 2. Select a model from the list displayed. 3. Click the Go icon to proceed, or the Cancel 150 Chapter 19 External reports icon to quit.
19.7.3 Assign data source to report Use the Assign data source to report page to assign a data source to a report. Figure 19-11 Assign data source to report page 1. On the Manage reports page, select a report from the list displayed in the table and click Assign data source to report to assign a data source to an existing report. 2. Select a data source from the list displayed. 3. Click the Go icon to proceed, or the Cancel icon to quit. 19.7.
19.8 Launch external report Select External report button on the Customize report page of the Remote Control to set parameters for your report. Figure 19-12 External report button 1. Select the report you want to customize. 2. Click Parameterized mode to customize the selected report. 3. Use the Parameterized query page to set parameters for the report.
Glossary Administrator The person responsible for maintaining a computer network. ADSI Active Directory Service Interface. Under the Windows platform, enable system administrators to easily query for and manipulate directory service objects, regardless of which network environment contains the resource. allocation A function of HP Access Control (HP AC) Job Accounting that allows information to be linked to print jobs.
groups Within a computer network, a collection of computers and devices as defined by an administrator. HP ACJOB ACCOUNTING DS HP Access Control (HP AC) Job Accounting Database Server. The component of HP Access Control (HP AC) Job Accounting that collects and stores all information regarding printing. HP ACJOB ACCOUNTING IPA HP Access Control (HP AC) Job Accounting In Printer Agent. A module used to track device usage with an agent embedded in the device.
query Any request by a user for information stored in the HP Access Control (HP AC) Job Accounting Database server (HP ACJOB ACCOUNTING DS). query themes A collection of query items as defined by a user. Themes allow complex queries to be quickly and easily requested. server General term for a computer or a device that manages resources on a network. SMTP Simple Mail Transfer Protocol. A standardized method of sending email messages from one server to another.
