PrintSuperVision Configuration Guide 59318401
Copyright © 2009 by Oki Data. All Rights Reserved PrintSuperVision Configuration Guide P/N 59318401, Revision 1.0 April, 2009 Every effort has been made to ensure that the information in this document is complete, accurate, and up-to-date. The manufacturer assumes no responsibility for the results of errors beyond its control.
Contents ____________________________ Notes, Cautions and Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 New Names/New Editions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Setup and Configuration . . . . . . . . . . . . . . . . . . . .
Configuring the Ordering of Supplies . . . . . . . . . . . . Search for a Supply Item . . . . . . . . . . . . . . . . . . . . . Select Printers, Then Items . . . . . . . . . . . . . . . . . Items for Local Printers . . . . . . . . . . . . . . . . . . . . All Available Items . . . . . . . . . . . . . . . . . . . . . . . Customize order . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring the Supplies List . . . . . . . . . . . . . . . . . . Default . . . . . . . . . . . . . . . . . . . . . . . .
Notes, Cautions and Warnings ___________ Note A note provides additional information to supplement the main text. CAUTION! A caution provides additional information which, if ignored, may result in equipment malfunction or damage. WARNING! A warning provides additional information which, if ignored, may result in a risk of personal injury. Specifications subject to change without notice. All trademarks acknowledged.
Introduction _________________________ PrintSuperVision (referred to as PSV throughout this document) is a Windows server application designed for managing and monitoring network connected printing and copying devices. The core application is server-based and is accessible from any browser enabled device connected to the network. Popular browsers supported include Internet Explorer, Mozilla and Opera. The application is available in two editions: Professional Edition and Enterprise Edition.
New Names/New Editions ______________ PSV Version 3.6 introduces two new editions that better support various size organizations. • The Professional Edition is designed for small and mid-size organizations with just a few or several hundred print/copy devices. It is generally installed on a centrally located Windows server accessible from any browser-enabled device.
Installation __________________________ To install PrintSuperVision Enterprise Edition, place the CD in the appropriate drive and wait for it to auto-run. A standard licensing agreement is presented. To install PrintSuperVision Professional Edition, locate the executable file that was downloaded from the Oki website, and click on it. A standard licensing agreement is presented. If you agree with the license agreement click Next.
Setup and Configuration ________________ Immediately following installation, the PSV setup tool is launched. Follow the step by step process to configure PrintSuperVision. Keep in mind that many of the configuration options are also available from within the PSV application so it is not imperative to complete all settings during the setup process. You may also return to the PSV Setup Tool at any time.
Note The location/language selected has an effect on enabling or disabling the On-Line supplies ordering feature in PSV. Selecting “United States” will enable the On-Line ordering feature while selecting any other location disables the ability to order supplies on-line from within the application. Optional Easy Configuration (PSV Professional Edition Only) The Features tab is not included in PSV Enterprise Edition.
from the Enterprise edition. Both versions of SQL are provided on the PSV Enterprise Edition CD for convenience. Note SQL Compact Edition is not included in the PSV Professional installation. If SQL Compact Edition is not installed on the server, PSV will prompt you to download it from the Microsoft web site. The database section also allows you to apply the following options to a previously used database: • back up • export • erase • copy • trim data. 1. Click the Data tab to view these options. 2.
If you already have SQL Compact Edition installed on your server, you still must go through the following steps to “create” it. 3. After clicking Apply, you will be prompted to create a new database, Change an existing one, or migrate your current database to a new one. • For new PSV Installations click Create. • To switch to an existing database without saving any data click Change. • To create a new database and copy existing data to the new database click Migrate.
If IIS it is not installed on the target server/computer, it will not be visible in the Web Server drop down box displayed below. To install IIS (in XP) 1. Go to your Control Panel and select Add/Remove programs and Add/Remove Windows components from the left sidebar. 2. Check the box associated with Internet Information Services and click Next. When IIS is selected from the dropdown menu, an Authentication option appears.
1. Click Apply after a new username and password have been created. 2. Click Next to go on to the next setup module. Configuring Your e-mail Server for Alerts In order for PSV to send out device related alerts via email, you must first enter the necessary information such as the address of your email server, username, password, the email address of the recipient, etc.
1. First, enter the desired Email Server Address and SMTP server port (default port number is 25 and 456 or 587 if using SSL/TLS). 2. Select the appropriate email sending method. PSV provides 4 methods that define how the email message is sent: • Method 1 - This is the Default setting. It uses a SMTP library from IP Works • Method 2 - Permits streaming. Emails are sent without buffering once the connection is established • Method 3 - Uses Webmail library from .NET 1.
Registration You can register your new PrintSuperVision software with Oki Americas or Oki Europe by clicking the Register button. Registering your name and email address with Oki Printing Solutions will help us keep you informed of new product releases and PSV related information. All registration information supplied is kept in strict confidence. 1. Select the appropriate language/location to register. • Use the Americas locations if you are located in North or South America.
Check for Security Updates As a convenience, PSV provides links to check for Microsoft security updates before completing the setup process. 1. Click on the Windows Updates Link to go to: http://update.microsoft.com/microsoftupdate/v6/default.aspx?ln=en-us Or Click the IIS Lockdown Wizard link to go to: http://www.microsoft.com/downloads/details.
Program: Identifying Version Numbers The Program tab is provided as a means to quickly identify the version numbers of each major component in PrintSuperVision. Click Run to complete the setup process and begin using the PSV application.
Getting Started ______________________ Now that you have installed and configured PrintSuperVision, use any browser-enabled computer or device connected to your network to access the PSV application. Open your browser and type the IP address of the PSV server, followed by /printsupervision. For example: http://IP address/printsupervision. If you are the Global Administrator or have Admin rights, click Login, and type your user name and password.
2. Click Users from the drop down box. 3. Click the Add User button and fill in the user's information. Make sure that you include a password that contains at least 6 digits. 4. Before clicking Save, assign the appropriate user rights by: Selecting Administrator from the Add to Group drop down box. Or Leave blank For Standard User rights. 5. Click Save. A list of users will be displayed.
6. Click Save. A list of groups will be displayed. You will notice that the new group name is automatically added to the Add to Group drop down menu when adding an individual user. For convenience, the All Users button has been provided in the User Groups area to help identify if an individual has been assigned to a group. Changing Your Password To change your password 1. Select Options from the main menu. 2. Click Change Password. 3.
Creating/Editing Groups of Devices _______ Before discovering the devices on your network, it may be beneficial to create groups in order to monitor and manage them in an efficient manner. • A group can have attributes assigned to it such as location, contact person, SNMP community and even images of maps and floor plans which are used to quickly locate individual devices. • Groups can be arranged in a hierarchy where a “parent group” can contain sub groups.
Adding/Removing a Device To add a device to an existing Group 1. Click Printers from the main menu and Printer Groups,Maps from the drop down menu to view a list of groups already created. 2. Click Edit in the Edit Column. 3. Click Add Printer. 4. Select the appropriate device from the Printer drop down menu and click Save.
If the group was initially empty, you will see the added device listed after saving. If the group already contained devices you will see an updated list of all devices in that group. To remove a device from an existing group 1. Click Printers from the main menu and Printer Groups,Maps from the drop down menu to view a list of groups already created. 2. Click Edit in the Edit Column. 3. Click the Trash Can icon from the list of grouped devices displayed on the Edit Printer Group screen.
1. Select Printers from the main menu and click Printer Groups, Maps. 2. Select a saved image file from the drop down menu and click Save or click Upload New Map to browse for your desired image. Once your desired image has been located, click Upload. 3. Place a device icon on the map or floor plan. Note Remember the individual device must be a member of a group before it can be placed on the map. 4. Click Printers/Printer Groups from the main menu.
7. Click on the image and the device icon will be placed where your mouse pointer is positioned. To move the device icons at any time, click the Place on Map button and drag and drop the icon to the desired location on the map. Left click once more to activate. Remember, when viewing the map or floor plan, the interactive icons can be clicked at any time to go directly to the device's status page.
While on the Device Status Page, you can link back to the map or floor plan by clicking the On Map button. Note If you return to the map or floor plan from the Device Status Page by clicking the On Map button you will only see that device's icon on the image. To see all devices on the map or floor plan, click Printers > Printer Groups, Maps from the main menu and click the map icon associated with a particular group.
Discovering Devices ___________________ The next step is to discover devices on your network. Click the Printers tab from the main menu and select Discovery from the drop down menu. PSV is capable of discovering any device that is compliant with Public Printer MIB Specification RFC 3805. Click Start Discovery if you want to discover all of the compatible devices on your network (for large organizations, see next section before starting the discovery process).
The Add button allows you to: • Add an IP address of a device to the discovery database • Create a discovery list based on IP subnet entered • Create a discovery list based on a range of IP addresses indicated Click the IP Address radio button and click Next. When adding a specific IP address to the discovery database, PSV provides an option to assign the device to a specific group of devices and associate the group to a specific SNMP community.
Discovery: Exclude Button Use the Exclude to exclude a specific IP address or IP address range from the discovery process. 1. Click the Exclude button and select either Exclude IP address or Exclude IP range. Notice that PSV displays all IP Addresses and IP Address Ranges that have been excluded previously.
2. Enter the desired IP address to exclude and click Save or for IP Range, enter the range of IP addresses to exclude and click Save. 3. To include an IP address or IP Address Range that was previously excluded, return to the Discovery section, click the Exclude button, click the IP Address or range of IP Addresses and click Delete.
Discovery: Windows Button 1. From the Discovery screen, click the Windows button. The Windows button provides a list of devices that have been saved in the local system's Windows Print Queue. The local system is defined as the desktop or server that PSV is running on. Each device listed can be selectively saved to the discovery database. 2. Click the check boxes to select the devices to add to the discovery database. 3. click the Start Discovery button.
Indicate the appropriate date, time and a recurring interval that you desire for the discovery to take place. An added feature is the ability to send the Admin an email message indicating the results of the discovery. Leave blank or indicate who the email should be sent to. Click the Save button to save the Discovery schedule. Discovery: Logs Button PSV records a log of all discoveries performed (and several other system activities) and indicates whether the discovery was successful or not.
CAUTION! Clicking Clear Log will delete all discovery log entries permanently. Other Discovery Options Show Addresses Selecting Show Addresses displays a list of all IP addresses that PSV attempts to discover when a Discovery is performed. Save DNS Addresses Save DNS Addresses translates IP addresses to DNS names if possible, and saves them in the PSV database. When a list of devices is displayed in other areas of PSV, you will see the DNS address name displayed instead of the IP address.
clicking Refresh, the status icons are returned to an active state. Enter a desired value for each option and click Save. After the discovery process is complete clicking the Printers button at the bottom of the screen will display a list of the devices that were previously discovered with refreshed status. Clicking the Discovery button takes you back to the main discovery screen.
Click Printers > Discovery from the main menu. The two discovery options available are: Add Subnet and Exclude. Both features are identical in functionality to PSV Pro and PSV Enterprise although more limited. See previous discussion for a complete description of these features. My Printers PSV Professional and PSV Enterprise Editions offer users with Admin rights a grouping feature called “My Printers” which is an easy way to view device status with minimal mouse clicks. 1.
PSV detects and locates devices that have similar network addresses to the client computer (or browser enabled device) being used to access the PSV application and automatically includes those devices in the Near Me group. From the main menu select Printers > Near Me from the drop down menu. Device status in the Near Me group will be displayed. Note Devices cannot be added or deleted from the Near Me group.
Configuring email Alerts ________________ Now that you have discovered devices on the network and logically organized them into groups, the next step is to set up PSV to notify a helpdesk or network admin that a device has generated an alert. Alert notifications are available in the Enterprise Edition and the server configuration of the Professional Edition. Alerts are not available in the single-user Easy Configuration option of the Pro Edition.
• Select the format of email messages (text or html) 4. Click Save after the information has been entered. Configuring email Server 1. To set the parameters for sending alerts in email, click the Configure Email button from the Email Alerts page. 2.
• Maximum number of message attempts Note To test whether the email configuration is correct, click the Send Test Email to Admin button. PSV will attempt to send an email to the address specified. For a description of Email Methods see installation/setup instructions described earlier. 3. Click the Select Properties Button to customize the email message to include additional device information in the Alert message. 4. Select all desired device information and click Save.
1. To add an event, go back to the Email Alerts page and click the Status Events button. A list of default events is displayed: 2. You can click the name of the Event to see a list of conditions included in that event category. Note PrintSuperVision translates difficult to understand error codes displayed by the device into meaningful descriptions. 3. Click the Add Event button and enter a unique name to the customized event.
4. Assign a severity level to the event by selecting one of the options from the drop down box. Select one or more conditions to assign to the event by selecting the check boxes in the left margin. 5. Click the Add Event button at the bottom of the page (not shown in the screenshot above) to save the customized Event. Note Filling in the Status Description field is optional if the selected condition has a related status code.
1. To modify status codes return to the Email Alerts main page and click the Status Codes button. 2. Scroll through the list of conditions or type in a filter (search) word to narrow your choices. 3. Click on the severity icon listed in the Edit Severity column. 4. Select the new severity level from the drop down menu and click Save.
The default severity level and the changed severity level are displayed in the Status Codes page. 5. Click your browsers back button to return to the Email Alerts main page. For convenience and quick navigation, a Users button and Process Alerts Now button have been included on the Email Alerts page. The User button provides a link to the Assigned Users page and the Process Alerts Now button processes any outstanding Alert conditions immediately.
Data Collection Interval ________________ PSV periodically collects data from devices and saves it into a database, thereby enabling PSV to create reports or generate Alerts. Users with Admin rights can configure the data collection interval time in hours for basic usage information and in minutes for processing Alerts. To set the data collection interval, 1. Click Services > Data Collection Services from the main menu. 2. Indicate the desired data collection interval times and click Save.
Cloning PSV Enterprise edition offers a time-saving feature called Cloning. Cloning is not available in PSV Professional edition. Cloning allows multiple devices of the same type to be configured remotely using the settings of an origin device. Essentially, the cloning feature copies the device configuration settings of one device and saves the same settings to a group of similar devices.
4. Select the radio button for the “origin” device and click Next. 5. Select a compatible “destination” device that will be configured with the same parameters and click Next. 6. Select properties to be cloned and click the Start Cloning button. PSV will apply the values of the selected properties to all destination devices indicated. Note PrintSuperVision will not check to ensure a compatible destination device is selected.
Group Configuration Only available in the PSV Enterprise edition, Group Configuration is a more advanced way to configure devices remotely by using the parameters from one device to set up the configuration of a group of similar devices. Group configuration uses an XML file as a “Template” to remotely set up groups of devices.
The new password will be saved to each B6300 device in the selected group as well as in the PSV database for future use and reference.
Configuring the Ordering of Supplies Both editions of PSV provide the option to order supplies on-line directly from the application. An Admin has several options to help make the supplies ordering process as easy and efficient as possible. We also understand that not every organization is setup to order on-line, so an option to disable on-line ordering is also included. 1. Select Tools > Order Supplies from the main menu.
Items for Local Printers Click this option for a list of supply items related to the devices that PSV is currently monitoring. Use the list to obtain a description of the supply item and Oki part number needed to place an order. Click Print at the bottom of the list to print it. All Available Items Click this option to display and print the entire database of supply items. 1. Enter a quantity of the item desired 2.
3. Select the Print Header Enable check box to add the pre-configured information to each printable supplies order page. 4. Click Save to return to the Order Supplies page. Configuring the Supplies List There are four options to configure the supplies list that is integrated into the PSV application. You can: • Use the existing supplies list which obtains its information from http://esales.okidata.
linking to an e-commerce shopping cart. Click the Verify before shopping cart check box for that option. Enabling/Disabling on-line Supplies Ordering To enable on-line ordering select the Online Link check box. This will add the Order Online button into the printer status page and allows users to order supplies on-line. To disable on-line ordering, uncheck the Online Link box. This removes the Order Online button system wide and eliminates the ability to order supplies on-line.
2. Click Add Item. 3. Enter or edit the name and description of the supply item in the Name field. Since PSV uses the contents of the Name field as search criteria, it is important to indicate the model number of the device that the supply item is related to in that field. 4. If you plan to use a different e-commerce site than esales.okidata.com, enter the appropriate web site address in the URL field. If the URL field is left blank, the supply item will be unavailable to order on-line.
Disable Ordering Supplies To completely disable the ability to order supplies either on-line or by manually printing a supplies order page (discussed earlier), click the Disable Supplies Ordering button and click Save. Editing the Supplies List (Optional Link) The Edit Supplies List option provides a link to the same area previously described. The link is provided for navigational convenience.
Supplies Ordering Calendar _____________ To help you plan ahead when ordering supplies, PSV offers a monthly supplies calendar view that indicates (based on historic usage) when a supply item will run out and when a maintenance item needs to be replaced. You can print the calendar, adding your favorite picture if desired, and hang it on the wall. 1. Click Tools from the main menu and Calendar from the drop down menu. 2.
Reporting ___________________________ PSV can generate several reports that identify supplies use, predict toner replacement dates, indicate pages printed and export device properties. Most reports can be displayed or saved in various formats including • HTML • XML • Excel • CSV • text files. Reports can be scheduled to be periodically generated and delivered by email. Reports available depend on the PSV edition installed and user access rights.
3. Select the desired device attributes that you want to include in all reports generated. 4. Click the Save button at the bottom of the screen (not shown in screen shot) to save your selections. Toner Changes Report The “Toner Changes” Report shows the dates of the last toner cartridge replacement for a group of devices and indicates if there was any toner remaining at the time of replacement. This report is particularly helpful in identifying wasted toner as a result of changing the cartridge too soon.
2. Enter a range of dates or click on the calendar icons to select dates. Select a group of devices to report on. Select a report format and the method to display results; by month or by various table sizes to make the data more readable. 3. Indicate either HTML or Excel format and click Show to generate the report. Additional details for toner replacement are available by clicking the toner type links (highlighted in blue).
2. Select a starting date and time, select a recurring interval for the report to be generated and sent, indicate email recipients and click Save. The toner changes report will be generated and sent to the recipient on the dates and times indicated. Schedule Log Report The Schedule Log Report provides an activity status log. 1. Click Schedule Logs. 2. Enter a date range and select the desired activity.
Supplies Usage Report The Supplies Usage report displays current levels of toner as well as drum, transfer belt and fuser usage. • The report can be created for a group of devices or a single device. • Report data can be formatted into an HTML table, placed into an HTML-based chart, auto imported into Excel or presented in XML. The Supplies Usage report helps you to plan your supply purchases by predicting when the consumables will run out. 1. Select Reports from the main menu and select Supplies Usage. 2.
3. Click the Schedule button to schedule this report to run and be sent to a user via email. 4. Click Schedule Logsto view a running log of scheduled events. Printed Pages Report The printed pages report displays the number pages printed over a period of time by an individual device or by a group of devices. Like all PSV reports, you can use the Configure Properties and Attributes feature prior to defining the parameters of the report to add additional information to the report. 1.
7. Click the Show button to run the report. A sample report is displayed below. 8. The Printed Pages Report can also be scheduled and sent to a user at predetermined intervals. Click the Schedule button to configure the delivery frequency of the report. 9. Click Schedule Logs for a running log of printed Pages Report events.
2. Select Color/Mono Pages Report from the drop down menu. 3. Select an individual or group of printers. 4. Enter a desired date range. 5. Choose how the data should be displayed. 6. Click the Counter Values radio button to display mono, color and total page counts as a snapshot on a particular day for a date range indicated. Note This mode will display counter values on every day of the date range regardless of whether printing occurred on that day or not. 7.
Usage Report Many devices from Oki Printing Solutions are capable of producing a Usage Report that is generated and printed directly from the device. The Usage report tracks black and color printed pages and displays page counts in Letter/A4 size page equivalents (which is generally required for pay-for-print scenarios). PrintSuperVision provides remote access to the Usage Report. As an added convenience, supplies and consumable status is also displayed in the Usage Report generated from PrintSuperVision.
• The Email Configuration button is provided as a navigational convenience and is not necessary if your email system has already been configured. • The Send Email Now button sends the report in Email immediately to the recipient indicated in the drop down box. 5. Click the Schedule button to have the report sent to a user at predetermined intervals. 6. Click the Schedule Logs button for a running log of the Color/Mono Pages Report events.
Adding Device Attribute Data ____________ PrintSuperVison allows a user to attach attributes to a device to help locate it, to determine who is responsible for maintaining it, etc. The added attributes are not reported by the device, so as a user you must manually enter data into the attribute fields. To add attribute data 1. Select Printers from the main menu. 2. Select Printers from the drop down menu. 3. Click on any status icon (printer icon in the left margin) to link to a print device's status page.
Configuring a Print Device Remotely ______ In addition to all of the configuration options that PSV provides, an Admin can always link to the device's on-board web page remotely to make even more configuration settings. 1. From the main menu select Printers. 2. Click Printers from the drop down menu to display a list of print devices. 3. Click on the highlighted IP address of a device and enter the Username and Password if required. 4.
Performing Day to Day Tasks ____________ Depending on the degree of automation set up during initial configuration, PSV can essentially run in the background on autopilot and only alert you when a device needs attention, or routinely deliver usage reports. But there will always be situations where you need to access PSV to check the status of a device, check the level of supplies or to manually run reports.
Changing the Device Properties Displayed At any time, you may customize the device properties you wish to display on the Printers Page, with the exception of IP address which is always displayed. 1. Select Printers from the main menu. 2. Select Printers from the drop down menu. 3. Click the Select Properties link located just above the list of groups.
4. Select the properties that you wish to display for each device. Notice too that you may select the device attributes that have been entered manually such as the city, state or postal code that pertains to the location of the device. 5. Click on the desired check boxes . 6. Click Save at the bottom of the page.
Searching for a Device From the Printers Page you can use two methods to locate a particular device. 1. Click Models for a list of devices. 2. Select the model name of the device and click the Show button. 3. Use “Search” to type in the desired model name or number. Changing Languages The language displayed in PrintSuperVision can be changed at any time without the need to install language-specific versions of the application. To change language 1. Select Options from the main menu. 2.
Downloading Oki Drivers For convenience, PSV provides a built in search mechanism for Oki device drivers and quick links to download a specific driver. This feature saves time by eliminating the need to navigate, locate, and download drivers from the appropriate Oki website. Note The driver search and download feature is only available when United States/English is selected as the Locale during setup. 1. Select Tools from the main menu. 2. Select Drivers from the drop down box. 3.
Print to Remote Locations PrintSuperVision can even send print jobs from a centralized location to many remote devices at one time. For example, an in-house graphic designer can create marketing material for their branch offices and use PrintSuperVision's Multi-File Printing Feature to distribute content electronically without the use of email. 1. Select Tools from the main menu 2. Select Multi-file Printing from the drop down box. 3. Click Upload Print Files. 4.
Creating a Maintenance Log / Managing Supplies Inventory The Maintenance Log feature allows you to keep track of services performed on individual devices and acts as tool to help keep track of supply items kept in your inventory including the price you paid for the item. All of the data in this area must be entered by the user. 1. Select Tools from the main menu 2. Select Maintenance Log from the drop down box.
Click Save. You may return to the electronic storage cabinet at any time to edit the items, reduce the amount of inventory or delete the supply item. Click the brown box icon in the edit column to edit supply items. To record a service call, click the Maintenance Log button and you will return to the main Maintenance Log screen. Click the Add Note button. Select the appropriate device from the drop down list, enter the date the service occurred, and add comments and the cost of the service.
2. Select Login Log from the drop down box. 3. Enter the date interval and click Show. Clearing (Deleting) Logs To save disk space you may choose to clear (delete) all report logs, maintenance logs and login logs. 4. Select Options from the main menu. 5. Select Clear Logs from the drop down box. 6. Enter the date range, choose a specific device (or all devices) and indicate the type of log to delete. 7. Click the warning check box then click the Clear Logs button to permanently delete.
Public Web Services ___________________ PrintSupervision offers developers sample test applications and function calls to integrate PSV with your other Enterprise applications. 1. Select Services from the main menu. 2. Select Public Web Services from the drop down box.
