Technical white paper Server-less Job Accounting (SJA) with Local Quotas For HP and Channel Partner Use Only Table of Contents Overview ........................................................................................................................................... 2 What is it? ............................................................................................................................................ 2 What’s new ..................................................................
Overview HP’s version of Embedded Job Accounting is known as Server-less Job Accounting (SJA). This guide is designed to walk you through the setup and basic use of Server-less Job Accounting and Quota. What is it? Server-less JA was designed for small businesses with fewer than 10 printers and is designed to only provide simple statistics and quota functionality. SJA provides the ability to track and report mono and color copied sides, mono and color printed sides, scanned sides, and sent fax sides.
• UPD v6.4 and earlier: Allows for print jobs to be captured via Custom Name (for entry of User Access Code) and Job Storage enabled as Personal or Stored Job. Prerequisites The following list of prerequisites are required to enable Server-less Job Accounting with Local Quotas: • HP FutureSmart version 4.8.1 or newer • Either HP Universal Print Driver (UPD) version 6.6.
Set up Server-less Job Accounting (SJA) NOTE: For Server-less Job Accounting with Local Quotas to function properly, Device User Statistics and the Local Quota service must be enabled, and all Device Users must be setup. If using Server-less Job Accounting with Local Quotas to restrict color, it is best to leave the default Permission Sets untouched. Step one: Enable Job Statistics (EWS) To enable Job Statistics for users, follow these steps. 1. Open the Embedded Web Server. 2.
Step two: Enable Local Quotas (EWS) To enable Local Quotas, follow these steps. 1. Open the Embedded Web Server. 2. Select the General tab and then select the Quota Settings from the left pane. 3. Select the Enable local quota service check box, and then click Apply. Step three: Add Device Users (EWS) Device User Accounts are used to create User Access Codes that are required for Server-less Job Accounting, Quotas, and locking down the control panel.
3. Scroll down and under Device User Accounts, click New. 4. Type the User information and then click OK. • Display Name - This name will be shown in EWS, the Control Panel, the Job Log, and on the SJA Job Statistics Log exports. • Email Address - Email address for user, this field is not required. • Network Name - Windows username to be captured from the print stream. Can be left blank. • Access Code - Used to access the Control Panel.
NOTE: You might find it easier to create additional users in Excel and then import your list. The easiest way is to create one or two users, select Export to create a .csv file, modify and add the users in the .csv file, save the file, and then select Import to import the list to the EWS. Adding user accounts with the Export/Import feature in the EWS 5. Click Apply.
4. Make sure the Sign-In Method is set to Local Device, and then click Apply. Step five: Configure Local Quotas (EWS) To configure and setup local quotas, follow these steps. 1. Open the Embedded Web Server. 2. Select the General tab. 3. Select the Local Quota Configuration option from the left pane. 8 NOTE: * Any features described here are subject to change as new firmware is released and new features added.
4. To set default credits for new users, type the number of credits available for users, and then click Apply. NOTE: You can also reset credits for all users to defaults or set the job-in-progress limit requirement to Finish or Stop print jobs after a limit has been met. To make sure copy or print jobs cannot be processed without a code, you must default the Guest and Others account to 0 credits. This will force the printer to delete any jobs not having a user code.
6. To change the default amount of credits a user has, select the check box next to the name and click Edit. After making all changes, click OK. 7. To reset the credits available for individual users, select the user you want to change, and then click Reset. When prompted to confirm the credit reset, click Reset. 10 NOTE: * Any features described here are subject to change as new firmware is released and new features added.
8. To configure Quota credits (the number of credits each image will use), under Usage Charges, adjust the Cost in Credits values, and click Apply. Each printed, scanned, or blank side uses (1) one credit by default. NOTE: Digital Send is utilized for Scan to Folder, Scan to USB, and Scan to Email. Setting the Empty Print side credit cost to 0 will not charge users for blank printed sides.
2. After installing UPD, open Printer Properties and on the Device Settings tab, enable Job Accounting, under Installable Options. Click OK to exit Printer Properties. 3. Open Printing Preferences and on the Job Accounting tab, change the Accounting Type from Off to User Access Code only. • Type the User Access Code to statically set the User Access Code to be used for this print queue.
Install and setup a print driver in Mac It is recommended to install and setup the latest Mac PPD package to use with Server-less Job Accounting with Local Quota. NOTE: To obtain the latest printer installation package, refer to the HP Easy Admin. Go to HP document c06164609 for more details. 1. Install the print package for your printer.
2. Entry of User Access Codes is enabled by default. Follow these steps to enable popups allowing a User Access Code to be entered for every print: a. Select Printers & Scanners from Settings (or System Preferences). b. Select your printer. c. Select the Options tab, and then select the Require User Access Code check box. 3. Entry of User Access Code is found in the System Print Dialog, under Accounting. NOTE: In Mac OS 10.
Limitations/Known Issues: • No native Mac apps in MacOS 10.14 (and Safari and Photos in 10.13) will allow “popups”. You can still enter a User Access Code, but no popups occur in this circumstance. The reason for this is beginning with MacOS Mojave (10.14), 3rd parties such as HP are no longer allowed to load customized Print Dialog Extensions or user interfaces for printing, causing certain aspects of the user experience to change.
Resets Preset Menu to “Default Settings” After Printing (found in Show Presets dialog from print dialog) 16 NOTE: * Any features described here are subject to change as new firmware is released and new features added.
Use Server-less Job Accounting (SJA) Export and Print reports (EWS) To export or print a report for tracked Users from the EWS, follow these steps. 1. Open the Embedded Web Server. 2. Select the General tab and select the Job Statistics Settings option from the left pane. 3. Scroll to the bottom and under Device User Statistics Log, click Export… or click Print. NOTE: Selecting Export will display the standard Windows download dialog box allowing you to open and/or save the file. Sample *.
5. After clicking Export…, select either a .txt or .csv as the file format to export, choose whether to include User Access Codes, and then click Export. Reset Counters (EWS) After exporting the counts, it is important to reset the counters back to zero. To do this, click Reset after you have confirmed the export.
Print Reports (Control panel) To print a report for tracked Users from the Control Panel, follow these steps. 1. From the Home screen, swipe to and open Support Tools. 2. Open the Maintenance menu, and then open the Device User Statistics Log menu. 3. Login using Administrator credentials. 4. Click the print icon to print. Reset Counters (Control panel) To reset counters from the Control Panel, follow these steps.
3. From the Access Type drop-down, select the Administrator Access Code. 4. Type the Access Code and Sign In. 5. Click Reset. 20 NOTE: * Any features described here are subject to change as new firmware is released and new features added.
Sign In using the Access Code (Control panel) To sign in using a User Access Code, follow these steps. NOTE: To require an Access Code for all control panel features, administrators can optionally lock down the printer (see section Add Device Users). 1.From the Home screen, select Sign In. 6. From the Access Type drop-down, select the Administrator Access Code.
2. Type the Access Code. 3. Select Sign In. 22 NOTE: * Any features described here are subject to change as new firmware is released and new features added.
View Quota credits (Control panel) To view local Quota information, users must sign in using their User Access Code. NOTE: After signing in, User Credits are displayed in a banner at the top of the control panel, or by opening the Message Center. If not signed in, the Guest account is used, and local quotas will be blocked (by default). 1. From the Home screen, select Sign In. 2. Login using Administrator credentials and select Sign In.
4. View or take note of the credits, and quota information, etc. 5. When finished, select Sign Out or allow the printer to automatically log out the user. 24 NOTE: * Any features described here are subject to change as new firmware is released and new features added.
Compatible printers The following HP printers are compatible with Server-less Job Accounting (SJA) when running HP FutureSmart firmware version 4.6.1 (Date Code 20180531) and newer.
HP OFFICEJET ENTERPRISE HP OfficeJet Enterprise Color X555 HP OfficeJet Enterprise Color MFP X585 HP PAGEWIDE ENTERPRISE HP PAGEWIDE MANAGED HP PageWide Enterprise Color 556 HP PageWide Managed Color E55650 series HP PageWide Enterprise Color MFP 586 HP PageWide Managed Color MFP E58650 series HP PageWide Color 755* HP PageWide Enterprise Color 765 HP PageWide Managed Color E75160 HP PageWide Color MFP 774* HP PageWide Color MFP 779* HP PageWide Managed Color P75250* HP PageWide Managed Color MFP P7
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