Home

Printfleet Optimizer Manual

1. smenam base e anme eaa a aaa a eea 57 De leting alertS n tecca kes aaa ek KORA we eed eee E ATE A 58 Managing alert layouts sssaaa aaa a 58 Working with alert emails auauua a 59 3 6 Using fla gS gt sty Sein a ae e Ye wa es a tea ee ae ad A 60 Creating fa gS rirse a whee Fee A EA aes BNR E Bae eee abs 61 Closing flags sp 2 6 vache POR GRA Maha AR ES Levan Bak 4 61 Editing flagSiec sean ae WE Ss tae ar e eg Sie Big ava wea edie 62 3 7 Managing Groups s stein Soa ea eR ee ee eee eae aed 62 Creating editing and deleting groups 0c ee eee 62 Assigning devices to groupS sssaaa a es 64 Managing group typeS 2 a we a aa e e a a aea a a a 65 3 8 Managing USFS msma an tot a a aa A Gee eR a A Se 67 3 9 Managing deviceS cc es 69 Editing device information 0 es 70 Creating custom device fieldS aaua naaa aa es 71 Viewing editing and exporting service history saasaa sanaa 73 Marking devices as managed unmanaged or hidden 74 Exporting and importing device information 75 Assigning CPC chargeS 0 cee es 78 3 10 Virtual Meters aaa aa 78 3 11 Configuring meter exports sssaaa es 79 Transitioning from PrintFleet Optimizer 2 0 79 Configuring an external ERP system 1 0 cee es 80 Configuring meter MapS 1 ce a a 81 Setting up meter export scheduleS 1 cee es 82 Configuring device maps exceptions only 0000 eee 84 Test
2. See Contacting Technical Support on page 3 91 PrintFleet Optimizer Appendix A PrintFleet End User License Agreement END USER LICENSE AGREEMENT PLEASE READ CAREFULLY BEFORE USING THIS SOFTWARE PRODUCT This End User License Agreement EULA is a contract between a End User either an individual or the entity End User represents and b PrintFleet Inc PFI that governs End User use of the software product Software The term Software may include i associated media ii a user guide and other printed materials and iii online or electronic documentation collectively User Documentation If you do not agree with the terms of this AGREEMENT promptly delete the SOFTWARE or return the unused SOFTWARE to PRINTFLEET or your service provider 1 LICENSE RIGHTS End User will have the following rights provided End User complies with all terms and conditions of this EULA a Use PFI grants End User a license to Use one copy of the PFI Software Use means installing copying storing loading executing displaying or otherwise using the PFI Software End User may not modify the PFI Software or disable any licensing or control feature of the PFI Software End User may not separate component parts of the PFI Software for Use End User does not have the right to distribute the PFI Software b Copying End User right to copy means End User may make archival or back up copies of the PFI Software provided each co
3. To edit an existing scan profile 1 Under the Scan tab select the profile you want to edit from the Scan Profile list 2 Edit settings as applicable under the General Advanced and Local tabs 3 Click Save To delete a scan profile 1 Under the Scan tab select the profile you want to delete from the Scan Profile list 2 Beside Scan Profile click Delete 3 In the Delete Profile dialog box click Yes Warning If you delete a scan profile you will no longer be collecting information from the devices specified in the profile unless they are included in a different profile The DCA only scans the IP addresses and or hostnames specified in each scan profile When the DCA is first installed it selects a default set of IP addresses to scan based on either Active Directory or if that is not available the primary network card on the system installed with the DCA These IP addresses are automatically added to the Default scan profile If the default set of IP addresses captures all the devices on the network that you want to scan and you do not want multiple scan profiles you do not have to further specify the devices for the DCA to scan If however you want to adjust the devices included in the default scan or if you have more than one scan profile you will need to further configure which IP addresses and or hostnames to include Single IP addresses ranges of IP addresses and hostnames can all be used
4. Working with the The following table describes the data included in each of the default views default device views Table 6 Default Device Views Device View Data Included Technical View device name supplies status overall status page count month serial number IP address location last active date Alerts customer devices options for managing alerts Maps list of maps links to each map number of devices placed on each map options for managing maps Supplies Order device name pages in last 30 days supply View type current level status last order date option to order supplies 33 Using the Technical View Using the Supplies Order View PrintFleet Optimizer Using PrintFleet Optimizer The Technical View provides basic information about devices including the name supplies status device status yesterday meter count serial number IP address location and last active date You can Edit and Override this information via Options in the Device View Manager To access the Technical View e On the Device Views menu click Technical View Widgets Inc 8 of 10 4 Technical View 4 Widgets Inc 8 of 10 BOB 0 of 0 Kingston HQ 0 of 0 w HP 34169A DESIGNJET 500 C77 Change Filters Device Name Device D 2 Wverall S Page Count Month Serial Number IP Address fl 0 testserial 1000 147 Marketing 2 Canon if C3380 2236563553 Multi Laser 0 65 TxPO12
5. 4 Click Forgot Password this will appear after a failed login attempt 5 Click OK in the dialog box that states Are you sure you wish to reset your password 6 Check the inbox of the email address used to login p 28 Using the search function Changing your preferences PrintFleet Optimizer Using PrintFleet Optimizer Note While we strive to support all popular browsers we recommend that you use the latest version If you are using Internet Explorer 6 upgrading to Internet Explorer 7 or 8 or another browser such as Firefox or Safari will result in a significantly improved user experience due to improved speed and standards compliance The first time you log in to PrintFleet Optimizer you will see the End User License Agreement After this is accepted once it will not be shown again The search function in Optimizer allows you to quickly find specific items in the system To search for a specific item in PrintFleet Optimizer 1 Type your search string in the text box on the right side of the header area of the Optimizer interface 2 Press Enter or click Results are displayed and separated into users devices and groups User results display the login name first name last name last login date and time the groups and roles assigned to the user and links to edit copy or delete the user from the user edit screen if applicable to the current user See Managing users on page 67
6. Device results display the device name management status group serial number IP address MAC address asset number location last active date and time and a link to edit the device if applicable to the current user See Managing devices on page 69 Group results display the group name parent groups and a link to the group edit screen if applicable to the current user See Managing groups on page 62 Preferences including your password and the way you want device names to display throughout the system can be changed It is recommended you change your password periodically for additional security Passwords are encrypted and cannot be recovered so you must change your password if you lose it If you do not have access to the area to change your password you must request a reset from your distributor if you want to change it To change your preferences 1 Do one of the following e Click Preferences on the upper right side of the interface e On the Settings menu click My Preferences 29 PrintFleet Optimizer Using PrintFleet Optimizer 2 Do one or more of the following e To change your password type your current password in the Old Password box type your new password in the New Password box and retype your new password in the Confirm Password box e To change the way device names display throughout the system enter an acceptable string in the Device Name Template box or select a method from the
7. s e automate Fields are specific for digital quote manager 77 PrintFleet Optimizer Using PrintFleet Optimizer Assigning CPC charges If you want to import updated information for devices first you need to export the current device information in CSV format make the edits you want and then import the data back into the Optimizer system To import device information 1 On the Settings menu point to Device Management and then click Import Export 2 Select Import from the Method list 3 Click Browse to locate the file you want to import into the system The file must be in csv format 4 Click Import You can assign cost per copy or cost per page charges to individual devices Separate charges can be assigned for monochrome and color pages After charges are assigned you can use the CPC Report to track the total charges over a specified time period See Generating reports on page 47 To assign CPC charges 1 On the Settings menu click CPC Assignment 2 Select a company to assign CPC charges for by selecting a company Customer list 3 In the row for each device that you want to assign CPC charges to do one or both of the following e Inthe CPC Mono column type a per page charge for monochrome pages for that device e Inthe CPC Color column type a per page charge for color pages for that device 4 Click Update Note Updates made to CPC charges may not be reflected in th
8. 00000 ee ee 30 Filtering and sorting data 2 00 es 31 Viewing New devices reac wea Bake eS eee Nee OE Re Sa ee 32 Working with the traffic light system 202 0005 32 Working with the default views 00 00 eee eee 33 Using the Technical View sssaaa aaa 34 Using the Supplies Order View 0 es 34 Using the Maps VieW 1 es 36 Using the Alerts View 2 aa maea eeoa es 39 Creating custom device VIEWS 1 ce es 40 3 3 Working with the Device Detail view 00000005 41 Viewing embedded web pag S cee eee es 44 Viewing historical LCD and error information 004 5 44 Working with the Supplies tab 1 aaa es 44 Working with the Meters tab 0 0000 eee eee 44 Working with the Service tab 0 000000 45 Working with the Miscellaneous tab 0 000 ees 46 Working with the Model tab 0 00000 eee eee 46 324 USING FEPOrtS a a het hs ea aga a cya ESR bay ane SBOE Ye as 47 Generating reports ess eau ks fae hha Wa Be Was bak weary 8 47 Editing and deleting reports 0 a ees 50 Scheduling reports 0 ai a es 51 Building Executive ReportS sassa saaa es 52 PrintFleet Optimizer Table of Contents Building Custom Reports 0 es 53 Using the Cost per Image CPI Calculator 000 5 54 3 5 USING alerts ware eae nih Bede Sie wa ae ARS ORE RS awe ie e 56 Creating new alertS sasaa unaa aaa es 56 Editing Alerts
9. C7770B OC Widgets Widget 0 L D Aficio 1013F 0066 Widgets gt O 0 E o A 220N 0E77 o D Br 9440CN 0E90 0 0 o o C3530 MFP 022 oO Oo o C3800 0688 o o o C5550 MFP OEBS 0 oO Oo o C5650 0E65 0 0 mj o C6100 0E56 o D 200 M id 4 Page 1 ot2 gt bi Displaying 1 to 200 of 204 tems Save Management status for individual devices can also be changed from the Device Information screen See Editing device information on page 70 Device information can be exported and imported into the PrintFleet Optimizer system Exports can be formatted for import into one of several proposal software packages Imports are useful for adding information such as serial numbers locations and custom tags to devices by editing them in a single file You can also edit device information directly in the Optimizer interface See Editing device information on page 70 For information on exporting device service history information see Viewing editing and exporting service history on page 73 To export device information for proposals or editing 1 On the Settings menu point to Device Management and then click Import Export 2 Select a group from the Group list 75 PrintFleet Optimizer Using PrintFleet Optimizer 3 Select Export from the Method list 4 In the Devices area choose which devices you want included in the export by doing one or more of the follow
10. Installation Requirements Please use the following guide to ensure you are meeting all installation requirements prior to installing the PrintFleet Data Collector Agent DCA Network requirements e TCP IP configured System requirements e Hardware Non dedicated server powered on 24 hours a day 7 days a week If a server is not available the Data Collector Agent can be installed on a desktop computer system powered on 24 hours a day 7 days a week but this method carries a risk of transmission difficulties e Network card 100mbit or higher e RAM 512MB or higher e Internet connected browser Virtualization software support If you want to install the DCA on a virtual machine the following virtualization software will support the installation e Microsoft Virtual Server 2005 e VMWare GSX Important e Do not install the DCA on a laptop e If you plan to use the DCA to collect data via VPN please be aware that due to the extended transmission there is a risk of data loss Extended transmissions can result in timeouts during a Read access from a remote device Instructions for installing a DCA 3 x on Windows Vista Windows 7 or Windows Server 2008 Windows Server 2008 Vista and Windows 7 implement a new feature called User Account Control UAC which can cause installation problems with the DCA and or the DCA Health Check service These issues can be avoided by using the following procedures Note If UAC is tur
11. Number Description Location Total Pages Mono Pages and Color Pages 76 PrintFleet Optimizer Using PrintFleet Optimizer Table 14 Export formats for PrintFleet Optimizer Export Format Description Proposal Default proposal format not for any specific software Fields include Date IP Address Manufacturer Model Serial Number Description Location Total Pages Mono Pages and Color Pages DocuAudit File format ready to import into DocuAudit s Proposal Wizard software Fields include Date IP Address Manufacturer Model Serial Number Description Location Total Pages Mono Pages and Color Pages TCO Optimizer File format ready to import into Kyocera s TCO Optimizer Fields include Source Date IP Address Manufacturer Model Serial Number MAC Address Total Pages Mono Page and Color Page PF CSV Fields include Device ID Device Name Serial Number asset number Location Printer model ID and custom device fields XOPA File format ready to import into Xerox s XOPA Fields include IP Address Manufacturer Name Life Count 1 Color Count 1 Life Count 2 Color Count 2 Is Color Serial status_condition Location Print Mono 1 Print Color 1 Copier Mono 1 Copier Color 1 Fax 1 Print Mono 2 Print Color 2 Copier Mono 2 Copier Color 2 Fax 2 Date Scanned 1 Date Scanned 2 and MAC Address Digital Gateway File format ready to import into Digital Gateway
12. On the Notifications menu click Flag Settings Select a company from the Customer list Select a device from the Device list Click 2 under the Edit column in the row of the flag you want to edit Make changes to the flag settings as desired Click H to save your changes 3 7 Managing groups Creating editing and deleting groups Groups are used to segment devices into useful divisions such as by dealer customer location account rep or any other grouping you see fit Each group can have as many subgroups as you need Each device can be assigned to one group Note For PrintFleet Optimizer systems that have been transitioned to PrintFleet Optimizer 2 1 from a previous version the following will be automatically done with regards to groups e Dealers will be transitioned to groups of type Dealer e Customers will be transitioned to groups of type Customer and will retain their hierarchy under parent Dealer groups As of PrintFleet Optimizer 2 1 there is no longer a restriction that all top level groups be dealers that customers must have a dealer parent or that other group types must reside under a customer You can create unlimited groups to properly segment devices Each group can have an unlimited number of subgroups To create a new group 1 On the Settings menu point to Group Management and then click Manage Groups 62 PrintFleet Optimizer Using PrintFleet Optimizer 2 Select the
13. Serial number e Asset number e Location To add or edit device information on a group wide basis 1 On the Settings menu point to Device Management and then click Devices 2 Select a group from the Group list 3 Under the Name Serial Number Asset Number and Location columns enter new or updated information as desired 4 Click Save Changes 70 Creating custom device fields PrintFleet Optimizer Using PrintFleet Optimizer Alternatively you can add serial numbers locations and asset numbers directly to the memory of a device using the Asset Tracker program in PrintFleet Suite Pro purchased separately contact PrintFleet or your distributor for details Consult the PrintFleet Suite Pro User Guide for instructions You can also edit device information on a group wide basis by importing updated device data See Exporting and importing device information on page 75 If you want to add a specific type of device information that does not by default have a field in the software you can add a custom device field which will be added to the Device Information screen see Editing device information on page 70 Custom device fields can also be added to the Device Views screen You can use custom device fields to add new information such as departments and account representatives Custom device fields are applied on a group wide basis In some cases you may want to use additional groups instead of or in
14. To update the DCA software see Updating the DCA software on page 26 PrintFleet Optimizer Introduction Contact your PrintFleet distributor for information on obtaining software updates or to provide suggestions for software enhancements 1 4 Contacting Technical Support For technical support contact your PrintFleet distributor PrintFleet Optimizer Using the Printer Data Collector Agent Chapter 2 Using the Printer Data Collector Agent The Printer Data Collector Agent DCA is a software application that collects information from supported printers copiers fax machines and multifunction peripherals on a network and transmits the data back to a PrintFleet Enterprise server Data from locally connected devices can also be collected provided that the Local Print Agent application is installed on each computer connected to a local printer For more detailed information on device support and for a list of data types that are collected see Device support on page 1 PrintFleet Optimizer Using the Printer Data Collector Agent This chapter discusses e Obtaining the DCA software e Managing the DCA service e Configuring communication settings e Configuring network scan settings e Managing local devices with Local Print Agent e Viewing queue archive and log files e Configuring language and read write settings e Updating the DCA software e Understanding the network load associated with the DC
15. access the information you need from anywhere with an Internet connection The PrintFleet Optimizer interface has three main components e The header area e The navigation area e The main display area The specific items displayed in each area as well as what is displayed on the home page will depend on the specifications of the user account 27 Logging in to the system PrintFleet Optimizer Using PrintFleet Optimizer Header sa area Navigation menu Main display area Done PrintFleet Optimizer Interface For more information on user accounts Managing users on page 67 Each user is assigned a unique user name typically an email address and password to log in to the PrintFleet Optimizer web console See Managing users on page 67 To log in to PrintFleet Optimizer 1 In your browser window navigate to your designated PrintFleet Optimizer URL for example https secure printfleet com This should have been obtained from your PrintFleet dealer 2 Enter your user name and password in the designated boxes and then click Login If you have forgotten your password you can request a password reset if your user name is an email address To request a password reset if you forgot your password 1 Enter your user name must be an email address for this to work in the designated box on the login screen 2 Enter one or more characters in the password box Click Login
16. account representative A group type is assigned to a group when it is created See Creating editing and deleting groups on page 62 To create a new group type 1 On the Settings menu point to Group Management and then click Manage Group Types Click New Group Type 3 Enter a name for the group type in the Name box Select the image to be displayed beside groups of this type when viewing a group list from the Display Image list A preview of the image will display to the right of the list after it is selected 5 Optionally add one or more group attributes by repeating the following steps for however many attributes are needed e Enter a name for the attribute in the Attribute Name box e Select an attribute type from the Attribute Type list e Optionally enter a default value for the attribute in the Attribute Default box e Click Add 6 In the Attribute Viewer area click and drag attributes to place them in their appropriate display order 7 Click Save Table 12 Attribute Types for Custom Group Types Attribute Description True False A check box value that can be either selected or not selected Date yyyy mm dd Date value in the format yyyy mm dd Decimal Numeric value that accepts decimal places Unique Identifier GUID 16 character hexadecimal identifier value Number Numeric integral value no decimal places Text Plain text value 65 PrintFleet Opt
17. addition to custom device fields See Managing groups on page 62 To create a custom device field 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select the group that the custom field will apply to from the group list 3 Type the name that will be displayed with the custom device field in the Attribute Name box 4 If the field will be required for all devices in the group click to select the Attribute is required check box 5 By default the Attribute is enabled check box is selected which will make the custom field enabled as soon as it is saved If you do not want the custom field immediately enabled click to deselect the Attribute is enabled check box 6 Select the type of data that will be entered in the field from the Attribute Type list 7 Enter a default value for the custom field in the Default Value box this is optional for fields that are not required and mandatory for fields that are required 8 Click Add 9 Click Save Table 13 Attribute Types for Custom Device Fields Attribute Type Description Uniqueldentifier Globally Unique Identifier 32 character hex value Text Plain text value 71 PrintFleet Optimizer Using PrintFleet Optimizer Table 13 Attribute Types for Custom Device Fields Attribute Type Description Date Date value Email Email address value Yes No A check box value that can either b
18. collect information from networked imaging devices Stand alone devices are not supported Locally connected devices can be partially supported by using the PrintFleet Local Print Agent add on application PrintFleet Optimizer Introduction Table 1 lists the data types that the Printer Data Collector Agent DCA attempts to collect from networked imaging devices during a network scan Table 1 Types of data collected by the Printer DCA IP address toner cartridge serial number device description maintenance kit levels serial number non toner supply levels meter reads multiple asset number monochrome or color identification location LCD reading MAC address device status manufacturer error codes firmware toner levels miscellaneous machine specific The Local Print Agent collects the following data types e Device driver name e Device manufacturer e Communications port Note Additional data collection such as counts toner level and supplies from local devices depends on the data the device itself supports 1 2 Installation requirements Installation requirements for the DCA are listed in Data Collector Agent Checklist and Installation Requirements on page 94 All PFE Enterprise server components are installed by PrintFleet Technical support 1 3 Obtaining software updates New software releases are available on a periodic basis
19. feature enhancements and bug fixes it is important to periodically update the DCA software You can update the DCA manually or your distributor may update the DCA software for you if you have Intelligent Update enabled See Enabling Intelligent Update on page 11 To update the DCA software manually e On the Help menu click Check for Updates e The update type allows for installation of Beta and Alpha releases if available or restricts updates to only stable releases 2 10 Understanding the network load associated with the DCA The following table shows approximate network byte load for various DCA scans compared to the network load associated with loading a single standard web page Table 4 Network Byte Load Associated with the DCA Event Approximate Total Bytes Loading a single standard web 60 KB page DCA scan blank IP 5 2 KB DCA scan 1 printer 7 2 KB DCA scan 1 printer 1 254 local 96 KB IP addresses DCA scan network of 15 125 KB printers and 254 local IP addresses 26 PrintFleet Optimizer Using PrintFleet Optimizer Chapter 3 Using PrintFleet Optimizer The PrintFleet Optimizer web console is the primary means by which users view imaging device data configure reports and manage the system This chapter discusses all aspects of using the PrintFleet Optimizer web console 3 1 Working with the interface The PrintFleet Optimizer web console makes it easy to
20. for devices that you want to receive SNMP traps from After SNMP traps are enabled on the DCA each SNMP trap received will trigger the DCA to perform a regular data scan on only the device that sent the SNMP trap The results from this scan will immediately be sent to the central server To enable SNMP traps 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the Advanced tab in the Miscellaneous area click to select the Enable SNMP Traps check box 3 Click Save By default during a DCA scan the DCA will display the real time status of the scan under the Status tab This includes the profile name of the current scan the IP address currently being scanned the total number of IP addresses in the scan profile and the number of IP addresses in the current DCA scan that have already been scanned Status Communication Scan _ File Viewer Service DCA Status Installed SF Running SF Profile Default Real time DCA status Scan 10 0 0 232 202 254 You can disable this feature if necessary 21 PrintFleet Optimizer Using the Printer Data Collector Agent To disable real time DCA status 1 Under the Advanced tab in the Miscellaneous area click to disable Show Realtime DCA Status 2 Click Save 2 6 Managing local devices with Local Print Agent There are thre
21. group that will be the parent for the new group For example to create a location group for a customer select the group for the specific customer 3 Click New Group Select one of the following group types from the Type list and then click Select e Dealer for groups that represent a dealer e Customer for groups that represent a customer e Group for any other group type 5 Enter a name for the group in the Name box 6 Enter an alias for the group in the Alias box 7 If you selected a group of type Dealer or Customer complete the address and other fields under the Dealer Information or Customer Information areas this includes the Supplies Ordering Email field where supplies orders will be sent to if the supplies ordering function is active 8 Click Save Group properties can be changed at any time including the hierarchical placement You can also view related items for existing groups such as users and a breakdown of device counts from the Manage Groups screen For groups of type Customer there is also a link to create a DCA Key To change the devices contained in a group see Assigning devices to groups on page 64 To edit or view users and device counts for a group 1 On the Settings menu point to Group Management and then click Manage Groups 2 Select the group you want to edit 3 Do one or both of the following e To change the hierarchical placement of the group drag and drop the group to be
22. image or other icon 1 In the Maps view under the Options column click Edit for the map you want to edit 2 Click the Edit Layout tab 38 Using the Alerts View 4 PrintFleet Optimizer Using PrintFleet Optimizer Right click on the icon you want to remove and then click Remove Click Save To rotate or flip a map 1 4 In the Maps view under the Options column click Edit for the map you want to edit Click the Edit Layout tab Do one or more of the following to rotate and or flip the map to the correct position e Click to rotate the map image counterclockwise e Click to rotate the map image clockwise e Click to flip the map image horizontally e Click 4 to flip the map image vertically Click Save To change a map image or title 1 In the Maps view under the Options column click Edit for the map you want to edit In the Settings tab do one or more of the following e Enter a new title for the map in the Map name box and click Change e Click Browse or type in the location of a replacement image in the Select file box and then click Upload To delete a map 1 In the Maps view under the Options column click Delete for the map you want to delete To download a map image 1 In the Maps view under the Options column click Edit or View In the Settings tab click Download and save the image file to your computer The Alerts view displays details on
23. in the box e To specify a hostname click to select Hostname and enter the hostname in the box 3 Click Add or Exclude Repeat steps 2 3 as necessary 5 Click Save To remove devices or device exclusions from a DCA network scan range 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Ranges area under Scan List do one of the following e To remove one or more individual items from the scan range click to select the item and then click Remove e To remove every item from the scan range click Clear 3 Click Save You can also export and import entire lists of scan ranges To create a file with scan range settings save a text file with each specification on a separate line Use parentheses to indicate scan range exclusions The following is an example of the contents of a text file ready for import the example indicates from top to bottom an IP range to include a single IP address to include a hostname to include and an IP range to exclude 10 0 0 1 10 0 0 200 10 0 1 10 examplehostname 10 0 0 10 10 0 0 50 15 PrintFleet Optimizer Using the Printer Data Collector Agent To export current scan range settings to a text file 1 3 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more info
24. internally managed devices 74 Exporting and importing device information PrintFleet Optimizer Using PrintFleet Optimizer Marking devices as hidden will remove them from all PrintFleet Optimizer screens other than screens that are a component of Device Management which allows you to change the device back to managed at any time To edit the management status for one or more devices 1 On the Settings menu point to Device Management and then click Management Status 2 Select a group from the Group Selection list 3 Optionally click Filters and make selections or enter a search string to narrow down the devices you want to view See Filtering and sorting data on page 31 4 Do one or both of the following e Click to select one of Managed Unmanaged or Hidden in the row of each device that you want to change the status for e Click to select one or both of Managed Supplies and Managed Service in the row of each device that you are managing supplies and or service 5 Click the Save button Group Selection Widgets Inc Managed Supplies 1 Managed Services oe Filters o o Name Managed 192 Unmanaged 10 Hidden 2 HP 34169A DESIGNJET 500 C77708 00 HP 479346 DESIGNJET 800PS C7779C Wid 0 0 o o HP 37942A DESIGNJET 800 C77808 OE Widgets Widg 0 o m HP JetDirect External DESIGNJET 500 C7 Widgets gt o o o o HP JetDirect DESIGNJET 500
25. list underneath The following properties are accepted description name id serial asset ip mac location hostname lcd systemname systemlocation systemdescription grouping groupbreadcrumb userlogin userid and username The following are examples of strings that can be used Sname Serial Sserial Asset Sasset sample output HP 1000 Serial 1234 Asset ABC Sname Sip Smac sample output HP 1000 192 168 1 1104 00 01 02 aa bb cc 3 Click Save Your password must be of a certain strength as set by the administrator The Strength bar must turn green for it to be an acceptable password To increase the strength of your password use both upper and lower case both letters and numbers symbols or increase the length of the password See Managing users on page 67 for instructions on how to force a user to change their password the next time they log into the system 3 2 Working with device views There are several default device views in PrintFleet Optimizer You can also create unlimited custom device views that contain the precise information you want to see To view data using an available device view 1 On the Device Views menu click to select the device view you want to use from the following or any custom view e Technical View e Supplies Order View e Alerts e Maps 30 Filtering and sorting data PrintFleet Optimizer Using PrintFleet Optimizer 2 On the left
26. of the scheduled report you want to edit This will take you to the Edit Report tab 3 Make the changes you want to the scheduled report In addition to the standard items you also have the option to change the Next Send Date The last sent date will also be displayed 4 Click Save Schedule To delete a scheduled report 1 On the Reporting menu point to Report Console and then click Scheduled Reports 2 Under the Options column click Delete in the row of the scheduled report that you want to delete 3 Click Confirm to verify deletion of the schedule Executive Reports contain multiple individual reports in a single document An unlimited amount of custom Executive Reports can be created 52 Building Custom Reports PrintFleet Optimizer Using PrintFleet Optimizer To create a new Executive Report 1 On the Administration menu point to Reports and then click Report Manager 2 Click the New Executive Report button 3 In the Executive Report box type a title for the report 4 In the Description box type a description of the report 5 Select a report from the Report list 6 Under the Hardcoded Parameters Optional column set any fixed report parameters such as a title applicable group device etc 7 Click the H icon to save your changes 8 Click Add New Report to add additional reports Use the and g icons to arrange the order of the reports The report at the top of the list will be t
27. on the iCalendar standard Never Schedule will not run This allows you to set up a schedule before you begin to export or to cancel an export without deleting the schedule setup Daily Requires you to enter how often in days you want the meters to export For example if you enter 1 meters will export everyday if you enter 2 meters will export every other day etc Weekly Requires you to enter how often in weeks you want the meters to export You are also required to select which day of the week you want the meter exported For example if you enter 2 and select Monday meters will be exported every other Monday Monthly Requires you to enter the day of the month you want meters exported and how often in months you want the meters to export For example if you enter 15 and 3 meters will be exported on the fifteenth day of every third month Advanced Requires you to select the day of the week which occurrence of that day during the month and how often in months you want the meter export to occur For example if you select 2nd Mon and enter 2 the meter export will occur on the second Monday of every other month Enter a start date and time for the export in the starting box Assign whole groups and or individual devices to the schedule by doing one or both of the following Click to select the check boxes beside groups to include all devices associated with those groups in the schedule Click on the nam
28. technician gives this PIN to the DCA user for their use To enable a Service Bridge from the DCA 1 Do one of the following e On the Tools menu click Start Service Bridge e Under the Communication tab in the Service Bridge area click Start 2 In the Enter Service Bridge PIN box enter the access code generated on the central server you will have to obtain this from your dealer and click OK The Status field in the Service Bridge area will indicate when the connection has been established 3 Enter the Remote IP value into your browser the device s embedded web page is displayed To end the connection 1 The service technician can close the PrintFleet DCA Service Bridge VPN Connection Success dialog If you are unable to obtain successful communication between the DCA and the central server after setting the proper communication method and port see Changing and testing the communication method and port on page 9 and configuring proxy settings if necessary see Using proxy settings on page 10 use the following table to troubleshooting potential communication problems Table 3 Troubleshooting DCA Communication Problems Check if If not the selected send method HTTP or HTTPS corresponds with the port you have chosen to transmit data through change the send method to correspond with the port number chosen or change the port number to correspond with the send method chosen
29. the devices you selected will be displayed however you only have to enter corresponding field names for the ones you want included in the meter export 7 Optionally under the Multiplier column enter a multiplier for one or more meter types that will be used to calculate the meter value during export By default the value is 1 which will not change the collected value during export The following are some examples of how you could use a multiplier export a duplex meter as two pages multiplier 2 export a legal page as 1 3 letter pages multiplier 1 3 or convert square feet to square inches multiplier 144 8 Click Save Meter export schedules determine what specific meters are exported and how often they are exported Multiple schedules can be configured for a single external ERP system for example if you have one client that is billed on the 15th of each month and one client that is billed at the end of each month these can be configured as two separate export schedules 82 PrintFleet Optimizer Using PrintFleet Optimizer To create a new meter export schedule 1 2 On the Settings menu click Meter Export Click Schedules in the row of the external ERP system you want to create a new schedule for Click New Schedule Enter a name or description for the schedule in the Description box Choose one of the following time intervals for the schedule from the Cycle Pattern list Time intervals are based
30. to specify devices to include or exclude from a network scan There are two general purposes for excluding a device or range of IP addresses from a network scan 1 to specifically not collect information from a device or set of devices or 2 to remove IP addresses that you know do not have printing devices on them to create the most efficient scan range shorter network scan time Important It is recommended that the network administrator at the location with DCA installed help set up the DCA scan range 14 PrintFleet Optimizer Using the Printer Data Collector Agent To add devices to or exclude devices from a DCA network scan range 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Ranges area do one or more of the following e To automatically obtain an additional default scan range from the one specified during DCA installation click to select Default Range and then select either Active Directory or the applicable network card for the system installed with the DCA e To specify a range of IP addresses click to select IP Range and enter the IP address of the beginning of the range in the left box and the IP address of the end of the range in the right box e To specify a single IP address click to select IP Address and enter the IP address
31. under the new parent group e To change other group properties click Edit and change the name alias and other group properties as desired 4 Click Save To view users and device counts for a group e On the Manage Groups screen in the Related Items area click to expand Users or Device Counts to display users or device counts for the group Device counts will display devices directly in the group and in a separate area devices in subgroups with a breakdown of their management status To create a DCA Key for the group e On the Manage Groups screen select a group and then click Create DCA You will be taken to the DCA Creation page with the group already selected See Managing DCA installations on page 88 63 Assigning devices to groups PrintFleet Optimizer Using PrintFleet Optimizer Groups can be deleted at any time Associated subgroups and devices will be either deleted or moved depending on what option you choose To delete a group 1 On the Settings menu point to Group Management and then click Manage Groups 2 Click to select the group you want to delete 3 Click Remove 4 In the box that appears do one of the following e Click to select Delete this group and all associated sub object s e Click to select Delete this group and re assign all associated sub object s and then select a group from the Move To list 5 Click Remove Group 6 In the dialog box that appears click
32. which day of the month and interval in months that you want the report to run e Advanced Select which occurrence of which day of the week in a month and interval in months that you want the report to run 8 In the Date Range area select one of the following intervals for each report to analyze 51 Building Executive Reports PrintFleet Optimizer Using PrintFleet Optimizer e Last 24 hours e Last 7 days e Last 30 days e Previous Month e Current Month e Last 90 days e Advanced Select a Report Start typically Month Start and optionally select a specified amount of days or months Select a Report End typically Month End and optionally select a specified amount of days or months 9 Click Save Schedule Set Up Schedule Schedule Name Canon Page Count Report E mail address es demo printleet corm Start Date joanseoce fizz7am B Repeat Advanced M The 1st Mon of every 1 month s Date Range Advanced Report Start Month Start s 0 Days Report End Month End m S dys E Save Schedule To view existing scheduled reports e On the Reporting menu point to Report Console and then click Scheduled Reports The email address title last sent date and options to edit and delete each schedule are displayed To edit a scheduled report 1 On the Reporting menu point to Report Console and then click Scheduled Reports 2 Under the Options column click Edit in the row
33. 0 1 Critical Warning O critical O warning O Door Open OLow Paper O Paper Jam Ostale O offline O Service Requested Cno Paper PrintFleet Optimizer Using PrintFleet Optimizer E mail demo printleet com O Individual Devices Toner Low Toner No Toner Black Threshold 20 Cyan Threshold 20 Magenta Threshold 20 Mellow Threshold 20 Table 10 Status items that can be part of an alert Status Category Critical Critical Door open Critical Paper jam Critical Offline Critical No paper Critical Warning Warning Low paper Warning Stale Warning Service requested Warning Low toner Toner No toner Toner Black threshold input a Toner custom percentage Cyan threshold input a Toner custom percentage Magenta threshold inputa Toner custom percentage Yellow threshold input a Toner custom percentage Alert codes custom inputs N A After an alert is created it can be edited at any time To edit an alert 1 On the Notifications menu point to Alert Settings and then click Alert Manager 57 Deleting alerts Managing alert layouts PrintFleet Optimizer Using PrintFleet Optimizer 2 Select a company to view their existing alerts Click 2 under the Edit column in the row of the alert you want to edit 4 Make changes to the alert as desired and then click Update After an alert is created it can be delete
34. 2016W Nov 10 2009 09 35 19 SUPPLY_BLACK 13 296 91 690 Sep 30 2009 09 03 10 SUPPLY_BLACK_PRINTHEAD inserted Nov 10 2009 09 35 19 san CIIDDI Y AVAM 92 606 66 9aNN Sean 90 enna 44 The model area provides information about the device model rather Working with the Model tab than the specific device This information is stored in the model database and is not collected by the DCA although some of the information may also be available through the DCA You can edit the model that a device is associated with See Editing device information on page 70 To access model information e On the Device Detail view click the Model tab The information contained here is displayed below 46 PrintFleet Optimizer Using PrintFleet Optimizer Supplies Meters Service Miscellaneous Additional Information Model Information Model Name Hewlett Packard Color LaserJet 2500 Duty Cycle 30000 Color Device Ves PPM Black 6 PPM Color 4 Date Introduction 9 23 2002 Toner Information Product Code Product Yield Black Cartridge co7004 5000 Cyan Cartridge c97014 4000 Magenta Cartridge C97034 4000 Yellow Cartridge C9702A4 4000 Miscellaneous Color Yes Copier No Printer No Fax No Scanner No Operating Power Usage 400 watts Idle Power Usage 30 watts 3 4 Using reports Generating reports PrintFleet Optimizer reports let you view data when and how you want it In addition to the default Primary Reports yo
35. 40 100950 8 HP Color Laserjet 2600n 0 96848486145 178 CNGC629237 100 0104 a 112929876342 O CNHC78M043 10 0 0 208 3 112928418229 1 SERVICE ID 1000128 8 38013012589693 0 AJA3002526 1000 102 828632765274 47 APR7502679 1000427 8 1686 123ABC 1000 232 a 38 123ABC 1000 115 0909990000090 105417492437 o 100 0138 a 15 Wd 4 Pall oti gt bi _ Displaying1to10o0f10 items Legend ok error Owarning n a Ostale I Manage Views I Override View New View The Technical View will display the traffic light icon for supplies status and overall status that corresponds to the most significant status For example if a device is out of black toner and low on yellow toner the Technical View will display a warning icon under the Supplies column for the black toner rather than a caution icon for the yellow toner If you want more information about the status of a device click on the device name link and you will be taken to the Device Detail View for that device See Working with the Device Detail view on page 41 The Supplies Order View displays supplies related information about devices including black toner level or status cyan toner level or status magenta toner level or status yellow toner level or status device name and a link to the report on pages for the last 30 days Supplies can also be ordered from the Supplies Order View You can Edit Override or delete this information via Options in the Device View Manage
36. A Note If you have also purchased PrintFleet Suite Pro you will have helpful built in features for configuring and optimizing your DCA settings consult the PrintFleet Suite Pro User Guide for further details e Use PrintFleet Auditor to perform network scans with various settings until you are happy with the scan performance and results these settings can then be replicated in the DCA e Use PrintFleet Asset Tracker to embed missing data to the non volatile memory of imaging devices including serial number asset number location and department 2 1 Obtaining the DCA software You can obtain the DCA installation file from your distributor The distributor chooses their own method of distributing the file such as email CD or USB key You may be provided access to the DCA installation file through PrintFleet Optimizer Instructions for obtaining the DCA installation using PrintFleet Optimizer are provided below Alternately PrintFleet Optimizer can provide access to the DCA installation file Instructions for obtaining the DCA installation file using PrintFleet Optimizer are provided below To obtain the DCA installation file from PrintFleet Optimizer 1 On the Administration menu click DCA Install 2 Do one of the following e In DCA 4 x tab click the Printer DCA 4 x x x msi link and save the file to the computer e In DCA 3 x tab click the DCA_Install msi link and save the file to the computer Pri
37. CA uses SNMP to collect data from devices any custom community strings on printing devices put in place by network administrators can be manually entered in the DCA to allow it SNMP access to the device Most devices have a community string of public and the DCA stores a community string of public by default To store community strings in the DCA 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Do one or more of the following under the Advanced tab in the SNMP Community Strings area e To add a community string type an applicable community string in the text box and click Add Repeat as necessary e To remove a community string click to select a previously entered community string and then click Remove e To reorder the list of community strings click to highlight a community string and then click either the Up or Down button Repeat as necessary When the DCA encounters a device using a community string during the network scan it will attempt to use the first community string listed then the next etc until it is successful or it runs out of community strings to attempt 3 Click Save For privacy reasons the following types of information that the DCA collects can be masked in the transmission file to the central server e IP addresses of devices included in the network scan e Teleph
38. Delete 376 2003 D change pew E e N Demo Account 30 minutes H s 12 30 To edit a service history item 1 On the Settings menu point to Device Management and then click Service History 2 Select a group from the Group Selection list Select a device from the Device Selection list 4 Click E under the Edit column in the row of the service item you want to edit 5 Change information for the service entry as desired and then click H to save the entry To delete a service history item 1 On the Settings menu point to Device Management and then click Service History 2 Select a group from the Group Selection list Select a device from the Device Selection list 4 Click X under the Delete column in the row of the service item you want to delete 5 Click Confirm to verify deletion By default all devices that are captured with the DCA are marked as managed This status can be changed to mark devices as either unmanaged or hidden In additional you can specify if you are managing specifically supplies and or service for a device You can filter devices by any management status with the exception of hidden when you are looking at any device view See Filtering and sorting data on page 31 Marking devices as unmanaged allows sales representatives to separate devices under their control from devices managed by the competition This is useful in planning strategies for moving more of the page volume to
39. Evatic AS Contact PrintFleet PrintFleet Inc 275 Ontario Street Suite 301 Kingston Ontario K7K 2X5 CANADA Toll free 1 866 382 8320 Telephone 1 613 549 3221 Fax 1 613 549 3222 www printfleet com PrintFleet Optimizer Table of Contents Table of Contents Chapter 1 Chapter 2 Introd cti h s s saae ease sare eee casa Bee ea ar Be ee ewe ae ae ee a aa 1 l t DEVICE s pport earn Ba ei ate Ee eee Ba ee aan ee eae Ge oS ile 1 1 2 Installation requirements 0 ce es 2 1 3 Obtaining software updates 1 cc a 2 1 4 Contacting Technical Support sasssa cc a 3 Using the Printer Data Collector Agent 020000 ee eeaeee 4 2 1 Obtaining the DCA software aaaea a ee 5 2 2 Installing and activating the DCA 0 00 000 eee 6 2 3 Managing the DCA service 0 00 ee 8 Installing and starting the DCA service 4 8 Setting up the DCA as a scheduled task 1 0 eee eee 8 2 4 Configuring communication settings 0004 eee 9 Changing and testing the communication method and port 9 Using proxy settings esos feeb wee Pe ee de a a 10 Changing the web service timeout 00 e eee es 10 Enabling Intelligent Update 2000002 eee 11 Enabling a Service Bridge aa es 11 Troubleshooting DCA communication problemS sasaaa sasaaa 12 2 5 Configuring network scan SettingS 0 ce a 13 Managing scan profiles 10 aaua ns 13 Spe
40. ILS OF ITS ESSENTIAL PURPOSE Some states or other jurisdictions do not allow the exclusion or limitation of incidental or consequential damages so the above limitation or exclusion may not apply to End User 8 U S GOVERNMENT CUSTOMERS If End User is a U S Government entity then consistent with FAR 12 211 and FAR 12 212 Commercial Computer Software Computer Software Documentation and Technical Data for Commercial Items are licensed under the applicable PFI commercial license agreement 9 COMPLIANCE WITH EXPORT LAWS End User will comply with all laws rules and regulations i applicable to the export or import of the Software or ii restricting the Use of the Software including any restrictions on nuclear chemical or biological weapons proliferation 10 RESERVATION OF RIGHTS PFI and its suppliers reserve all rights not expressly granted to End User in this EULA 11 NO IMPLIED RIGHTS This software is being loaded into applicable devices solely to enable remote monitoring of covered printers by End User service provider and its licensors This software may not be copied transferred disclosed or used by anyone other than the service provider and its designees No rights or licenses to the software will be implied The software is provided AS IS except for any express warranties in the service provider services agreement c 2008 PrintFleet Inc 93 PrintFleet Optimizer Appendix B Data Collector Agent Checklist and
41. Information tab The PIN Code can be emailed to an appropriate person via Send this PIN via email Alternately the PIN Code can be copied and pasted into the DCA Activation screen This PIN Code remains visible in the General Information tab while the DCA is in a Pending Activation status Once this PIN Code is used to activate a DCA client the DCA has an active status and the PIN Code will no longer be visible 89 PrintFleet Optimizer Using PrintFleet Optimizer Generating Automatic DCA Keys can be generated in advance of a DCA Automatic Keys installation This allows the person installing the DCA to have the for DCA version DCA PIN Code on hand during installation 3 x pregenerated Note Pregenerated DCA Automatic Keys may not work in environments using proxy servers In these instances you must use a Key from a manual DCA 3 0 generated using the DCA s fingerprint code To generate an Automatic Key for DCA version 3 x 1 On the Administration menu select DCA Administration and then click New DCA Select Version 3 0 Select the appropriate customer group from the group list or click on Create New Group Set Automatic for the DCA 3 0 Key Generation Method Define the DCA information enter the DCA Name Optionally enter a custom message in the Custom Message field or set an Expiry date by selecting the calendar button and selecting a date Click Create DCA The Pending PIN Code is generated and dis
42. OK Note Users cannot delete groups they have been given specific access to For example if a user is given access to the Widgets group they cannot delete the Widgets group but they can delete any child group of Widgets provided they have full access to the Manage Groups screen Each device must be assigned to a group By default devices will be placed into the group that the DCA is targeted to Devices can be moved to any existing group after they are first discovered To assign devices to groups 1 On the Settings menu point to Group Management and then click Organize Devices Select the group that contains the devices you want to move to a different group Click to select the check box beside each device you want to move to another group CI Lexmark T634 4130420 551 019 Lexmark T634 Lexmark X500 Series 0073 Lexmark X502n iv HP LaserJet 9000 MFP 008C C HP Color LaserJet 5500 Click and drag one of the selected devices it will automatically drag all selected devices to the group you want them moved to amp New Customer 4 devices New Customer io P New Customer 64 PrintFleet Optimizer Using PrintFleet Optimizer 5 Click Save Managing group You can create custom group types to assign to the groups that you types create By default there are three group types Dealer Customer and Group You may want to create additional group types that define additional properties such as location or
43. PrintFleet Optimizer User Guide PRINTFLEET As of June 25 2010 2010 PrintFleet Inc All rights reserved Copyright 2010 PrintFleet Inc All rights reserved PrintFleet Optimizer User Guide The content of this user manual is furnished for informational use only and is subject to change without notice Except as permitted by license no part of this publication may be reproduced or transmitted in any form or by any means electronic mechanical recording or otherwise without the prior written permission of PrintFleet Inc PrintFleet PrintFleet Optimizer PrintFleet Suite PRO and PrintFleet Local Beacon are trademarks of PrintFleet Inc Microsoft Windows Internet Explorer and SQL Server are trademarks or registered trademarks of Microsoft Corporation in the United States and other countries Compass Sales Solutions is a trademark or registered trademark of Compass Sales Solutions DocuAudit and Proposal Wizard are trademarks or registered trademarks of DocuAudit International Inc TCO Optimizer is a trademark or registered trademark of Kyocera Corporation XOPA is a trademark or registered trademark of Xerox Corporation Canon is a registered trademark of Canon Inc Digital Gateway and e automate are trademarks or registered trademarks of Digital Gateway Inc OMD OMD Vision NetVision and OMD iManager are registered trademarks of OMD Corporation Evatic is a trademark or registered trademark of
44. PrintFleet Optimizer Using PrintFleet Optimizer Most browsers also support hovering your mouse pointer over the device to view basic device information with a link to the device s detail view See Working with the Device Detail view on page 41 To access the Maps view e On the Device Views menu click Maps To view a map 1 In the Maps view under the Options column click View 2 Optionally use the zoom bar or your mouse scroller to zoom in and out on the map image x Click to zoom in Click and drag to zoom in and out Click to zoom out To upload a new map 1 In the Maps view click Add Map Alternately click Option Edit or View on the existing map and select New in the Settings tab Select a group 3 Enter a recognizable title for the map in the Map name box Click Browse or type the location of the map image you want to upload in the Map image box 5 Click Add Map Note Map images must be in jpg gif png bmp tiff or wmf format To place imaging devices on a map 1 In the Maps view under the Options column click Edit for the map you want to edit 2 Click the Edit Layout tab 3 Do one of the following 37 PrintFleet Optimizer Using PrintFleet Optimizer e Click Add Printer click to select the device you want to add from the list and then click the location on the map that you want to place the device e Right click the place on the map image wh
45. Retries box 3 Click Save Without using Focus Scan the DCA will scan each IP address IP range and hostname specified in the scan range settings every time the DCA performs a full network scan Using Focus Scan you can specify a periodic interval for the DCA to perform a full network scan and the scans performed between the intervals will scan only devices found during the previous full network scan Using Focus Scan can decrease the amount of total time and bandwidth that the DCA occupies particularly on large networks while ensuring that new or relocated document output devices are discovered on a periodic basis To enable Focus Scan 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the Advanced tab in the Focus Scan Options area click to select the Enable Focus Scan check box 19 Storing SNMP community strings Masking private data PrintFleet Optimizer Using the Printer Data Collector Agent 3 Specify how often you want a full network scan to run by selecting either Days Hours or Minutes from the list and entering a number for the interval beside Full Discovery Every For example if you enter 5 and select Days a Focus Scan will run once every five days 4 Click Save Community strings act as passwords on networked devices that limit access via SNMP Since the D
46. Viewing editing and exporting service history PrintFleet Optimizer Using PrintFleet Optimizer 3 In the Custom Fields area locate the field you want to edit under the Group Attribute s tab 4 Click the edit icon 2 in the row of the custom field you want to edit 5 Change field properties as desired with the exception of Attribute Type which cannot be changed 6 Click Update 7 Click Save To remove a custom device field 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select the group that the custom field is assigned to from the group list 3 In the Custom Fields area locate the field you want to remove under the Group Attribute s tab 4 Click OK to confirm deletion PrintFleet Optimizer can keep a record of maintenance performed on each device This is useful for tracking costs and keeps you informed of which devices are requiring the most amount of maintenance which can indicate which devices are being overused or which should be retired replaced or reallocated Toner orders are automatically entered as service history items See Using the Supplies Order View on page 34 To view and export the service history for a device 1 On the Settings menu point to Device Management and then click Service History 2 Select a group from the Group Selection list 3 Select a device from the Device Selection list Service history for that device will b
47. a warning notification about existing groups associated with the group type read through and then click Close Notice 4 Do one or more of the following e Select a new image to be associated with the group type from the Display Image list e Inthe Group Information Designer area add one or more new attributes to the group type by completing the listed fields 66 PrintFleet Optimizer Using PrintFleet Optimizer e In the Attribute Viewer area change the display order of attributes by clicking and dragging attributes to the desired order e Click the edit icon in the row of an attribute you want to change in the Attribute Viewer area and then change desired properties in the Group Information Designer area e Click the delete icon X in the row of an attribute you want to delete in the Attribute Viewer area 5 Click Save Custom group types without any associated groups can be deleted To delete a group type 1 On the Settings menu point to Group Management and then click Manage Group Types 2 Click Remove in the row of the group type you want to delete 3 8 Managing users An unlimited amount of users can be created for the PrintFleet Optimizer web interface In addition to user name and password the following settings can be configured for each user e Name of the user e Groups the user has access to e Roles the user will have for each group e Starting page for the user e Expiry date of th
48. ard leave checked or uncheck Launch Printer DCA after installation and select Finish 7 After the Printer DCA is launched in the second End User License Agreement select Accept to continue or select Decline to not continue 8 In the Welcome to the Printer DCA Setup Wizard select the language from the drop down list and select Next 9 In the Printer DCA Activation screen enter the following e Enter the server information for the server that the DCA will be sending information to in the Server box e Enter the PIN code in the PIN Code box e Optionally if the location is using a proxy server that you want to configure at this point you will also be able to do so after installation click Show Proxy Configuration See Using proxy settings on page 10 e Click Next Note You can continue past this step without entering a PIN code but data will not be transmitted to the server until activation is complete 10 In the Scan Settings screen you will be shown a list of preconfigured IP ranges that will be added to your default DCA network scan This can be changed after installation is complete if necessary Click Next 11 In the Intelligent Updates screen you will be given the option to disable Intelligent Updates It is recommended that Allow Intelligent Updates remains selected unless there is a strong PrintFleet Optimizer Using the Printer Data Collector Agent reason to turn it off Click Next See E
49. area To view historical error data e Click More to the right of the Errors area The Supplies area on the Device Detail view displays toner and non toner supply levels supply SKUs and provides the ability to add items to a supplies order if this feature is enabled To access supplies information e On the Device Detail view click the Supplies tab Emm Meters Service Miscell Toner Black IC97004 a E amp Imaging Drum HP C9704A M Magenta Yo IC9703A a KIT Cyan IC9701A a Unknown Yellow lco7024 G Coverage Black 8 00 Source Default Cyan 9 00 Source Default Magenta 9 00 Source Default Yellow 9 00 Source Default To add items to a supplies order 1 Under the Order column click the icon in the row of the supply you want to order Click additional times to increase the order quantity 2 If you are finished adding items to your order click Place Order to proceed to the order screen See Using the Supplies Order View on page 34 The meters area displays complete meters information including standard virtual and device specific meters for several different 44 Working with the Service tab PrintFleet Optimizer Using PrintFleet Optimizer time periods today yesterday past 7 days past 31 days current month year and life of the device You can also access trend reports for each of these time perio
50. ation from locally connected devices There may be other reasons that the DCA is not collecting complete information for example the device does not store a specific data field toner levels etc or a Local Print Agent is not installed on the computer connected to the local device See Managing local devices with Local Print Agent on page 22 To change the Local Print Agent timeout 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Transmission Options area type or select the desired Local Print Agent timeout in milliseconds in the Local Print Agent Timeout box 3 Click Save The number of SNMP retries entered in the DCA settings is the number of times the DCA will attempt to get information from a device that is responding with incomplete or no information Increasing the number of SNMP retries may increase the completeness of a DCA scan but will also increase the amount of time it takes to complete a network scan To change the number of SNMP retries used 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Transmission Options area type or select the desired number of SNMP retries in the SNMP
51. be a slight variation of the original view or it could be something entirely different When you delete an override the properties of the original device view will be reinstated To create a device view override 1 On the Settings menu click Device View Manager 2 In the row of the device view you want to create an override for click Override 3 Create your override view by entering a Name choosing Default Sorting and Apply To properties and selecting data items in the Columns area 4 Click Save 3 3 Working with the Device Detail view The Device Detail view displays all information and links to other areas in the system relevant to a specific device An image of the device model is also included if available The lower area of the Device Detail view has tabs for accessing complete meter breakdowns supply levels service information miscellaneous device specific information and model information To access the Device Detail view e Click on a device name link anywhere in the system Usually this is while using one of the device views See Working with device views on page 30 41 Home Device Views Reporting Device Views gt Device View gt Device Detail Notifications Settings Administratior PrintFleet Optimizer Using PrintFleet Optimizer Navigate between devices in the same group Group Root gt Widgets gt Brandon Test Group Name hp color LaserJet 2500 79CC Devi
52. be sorted by initially and whether you want the sorting to be ascending or descending From the Apply To list select whether you want the device view to be available to only yourself Me or to specific Groups If you select Groups you must select one or more groups that the view will be available to Click and drag the selected data items into the order you want them to appear on the view The item at the top of the list will be displayed as the first item on the left side of the view Click Save Note If you include the Toner Order column ina custom device view you will be able to order supplies directly from that view using the same method as the Supplies Order View See Using the Supplies Order View on page 34 To edit a custom device view 1 On the Settings menu click Device View Manager 40 PrintFleet Optimizer Using PrintFleet Optimizer 2 In the row of the device view you want to change click Edit 3 Change any properties of the view including name default sorting apply to properties including which specific groups can access the view and columns data items 4 Click Save To delete a custom device view 1 On the Settings menu click Device View Manager 2 In the row of the device view you want to remove click Delete 3 When prompted click Confirm You can use the override function to allow yourself or specified groups to see one view instead of another This view could
53. cN 0046 0 005 02005 o 0 02 0 084 0 05 0 3 4R3025 10 04 010C HP Laserget 55i 0128 p LaserJet 4200 010C HP Color Laserget 4700 01 o 0 005 Mam o 0 0067 0 0 0167 o 0 005 Maos o 0 015 0 0 0374 o 0 005 amas o 0 0117 0 0 0292 0 005 04 005 0 0199 0 0555 0 0498 0 08 Fs 40000N 001D Fleet Information Weighted Mono CPC 0 0346 Weighted Color CPC 0 089 oo 6 0000 ENBGBB 0 0000 0 0000 0 0000 0 0000 0 00t Send VIA Email demo printfeet com To email a CPI report 1 Generate a CPI report as described in To calculate per page charges using the CPI Calculator on page 54 55 PrintFleet Optimizer Using PrintFleet Optimizer 2 On the report screen in the Send Via E mail box type in the email address you want the report to be sent to 3 Click Send To download a CPI report 1 Generate a CPI report as described in To calculate per page charges using the CPI Calculator on page 54 2 On the report screen click Download and save the report to the desired location 3 5 Using alerts Creating new alerts Alerts are configured to notify you via email when a document output device has a status that you have indicated you want to be notified of This gives you the ability to respond to service issues quickly Recently sent alerts are also summarized on the Alerts view for more information see Using the Alerts View on page 39 To create a new alert 1 On the Not
54. ce Type Network Status IP Address 128 252 121 204 Serial MAC Address 00 01 6 4D BC 23 Asset Location Total Coverage Last Active 19 days aga Black Coverage First Seen Monday September 28 2009 Utilization Install Date Firmware Monday February 24 2003 K lt 4 hp color LaserJet 2500 79CC z gt wl OK CNBDBO4435 8 35 00 Source Estimated 8 00 Source Default 0 SYSTEM 20020612 JETDIRECT L 21 Display jowersave on More Errors More Service Miscellaneous Ease Meters Mode Additional Information Toner SKU Order Black Ic97004 Cyan IC97O14 Imaging Drum HP C9704A TT Magenta IC97034 KIT Unknown Yellow jc97024 Coverage Black Cyan Magenta Yellow 8 00 Source Default 9 00 Source Default 9 00 Source Default 9 00 Source Default Table 7 Supply Information Displayed in the Device Detail View Group Name IP address Status Location Utilization Serial number Asset number Total coverage and source Individual color coverages and source Last active date time MAC address Firmware First seen date Install date Display with More link to view previous displays Errors with More link to view previous errors Links to external web sites if configured for the device s group Supply levels with ability to add a
55. ce in any standard layout device view 60 Creating flags Closing flags PrintFleet Optimizer Using PrintFleet Optimizer which can be clicked to view the device s flag settings An email will also be sent to the specified address Supplies Order View Subject Flag Alert x Attachments E _AVG certification _ txt 268 B Device Trigger at Page Count 9400 HP Color LaserJet 2600n 0086 Device Name Canon iR3025 10 04 01DC Serial Number SUG01170 Asset Number MARKO01 Location Martketing Current Page Count Life 9551 Assigned By Demo Account Technician Name Flag Type Cleaning Comments J HE Color LaserJet 2840 HP LaserJet 1022n 0080 KPNICA MINOLTA magicolor Flag notification Generated by PrintFleet PFE Server v7 12 12 0 Sample flag email Multiple flags can be created to schedule different types of preventative maintenance for each device To create a new flag 1 a el 10 On the Notifications menu click Flag Settings Select a company from the Group list Select a device from the list Click Add New Flag Type your name or title in the Assigned By box if different from the default Type in the name of the technician who will perform the maintenance if applicable in the Technician box Type in an email address where a flag notification will be sent in the E mail box Click to select either Trigger Page Count or Trigger Date If Trigger Page Count is selected ty
56. cifying which devices to scan s s sasa aaa es 14 Enabling scanning of network and or local devices 17 Enabling broadcast scanning sasssa aaa e eee ees 17 Enabling Rapid Scan eaa aaa a n aa EOT A E A E A 17 Setting the scan and transmission interval ssaa saaa 18 Setting the network timeout sasaaa asa a eee es 18 Setting the Local Print Agent timeout assa sa aaaea 18 Setting the number of SNMP retrieS 1 0 ce es 19 Using FOCUS SCANS Jaker ae AA he wee GA A ee ee A 19 Chapter 3 PrintFleet Optimizer Table of Contents Storing SNMP community stringS 0 0 0 eee ee ee es 20 Masking private data secs s ee dy Wale a ee en Ho ld a ee ae 20 Enabling SNMP trapS ei i004 ese a hae eae ES eee eae ee eee 21 Disabling real time DCA status 0000002 21 2 6 Managing local devices with Local Print Agent 0000es 22 2 7 Viewing queue archive and logfiles n a sasaaa ee es 23 Deleting old archive and log files 000000505 24 2 8 Configuring language and read write settings 0 0000e 25 2 9 Updating the DCA software 1 cs 26 2 10 Understanding the network load associated with the DCA 26 Using PrintFleet Optimizer 0 00 cee ee 27 3 1 Working with the interface 0 00000 ee ee 27 Logging in to the system 2 2 cee 28 Using the search function 1 ec es 29 Changing your preferenceS cee es 29 3 2 Working with device viewS
57. d at any time To delete an alert 1 On the Notifications menu point to Alert Settings and then click Alert Manager 2 Select a company to view their existing alerts 3 Click Delete in the Options column in the row of the alert you want to delete 4 Click Confirm to verify deletion Alert layouts determine what columns appear in alert emails and in what order the columns will be displayed Unlimited custom alert layouts can be created A single layout can be assigned to multiple alerts By default alerts will contain the following fields in this order Device Name Serial Number IP Address Supplies status Status Service Codes LCD Alert Items Last Active Date Toner Black level or status Toner Cyan Toner Magenta Toner Yellow Black SKU Cyan SKU Magenta SKU Yellow SKU Location Last Action Date Last Action Notes and Asset Number To create a new alert layout 1 On the Notifications menu point to Alert Settings and then click Layout Manager 2 Click the New Layout button Type a name for the layout in the Layout Name box 4 Select either Everyone available for every user in the database or My Use Only for your own use only from the Access Level list 5 Click the Save button va You will then need to edit the alert layout in order to specify the columns and order or columns you want in your layout To edit an alert layout 1 On the Notifications menu point to Alert Settings and th
58. d into the DCA Activation screen This PIN Code remains visible in the General Information tab while the DCA is in a Pending Activation status Once this PIN Code is used to activate a DCA client the DCA has an active status and the PIN Code will no longer be visible Generating a manual key for DCA can only be done for DCA 3 x versions Generating a manual DCA key requires the DCA to already be installed but not yet activated at the location The person who installed the DCA needs to provide you with either the fingerprint code from the DCA activation screen or the hardDisk serial number of Volume Drive C To generate a manual Key for DCA version 3 x 1 On the Administration menu select DCA Administration and then click New DCA Select Version 3 0 Select the appropriate group from the dropdown list or click Create New Group button Select Manual for the DCA 3 0 Key Generation Method Do one of the following e Enter the fingerprint code as displayed on the DCA activation screen in the Fingerprint Code box e Enter the hardDisk serial number of Volume Drive C of the computer installed with the DCA in the HardDisk Serial box Define the DCA information enter the DCA Name Optionally enter a custom message in the Custom Message field or set an Expiry date by selecting the calendar button and selecting a date Click Create DCA The Pending PIN Code is generated and displayed in the DCA Information page s General
59. ds To access meters information e On the Device Detail view click the Meters tab CopierColor PrintMono PrintColor FIRMWARE Today Yesterday Past 7 Days Past31Days Current Month Year Life 8 o 21 o 1338 1833 878 1306 Si 788488 1117 34226 820 45 97 oO 788104 92 69399 o e000000000 e00000000 e000000000 o ooooooooo 526 20060517 To access a meter trend report e On the the Meters tab click one of the following column titles for time period you want to run the report for Today Displays a report showing pages printed since 12 00am on the current day Yesterday Displays a report showing pages printed on the previous day Past 7 Days Displays a report showing pages printed during the previous seven days Past 31 Days Displays a report showing pages printed during the previous 31 days Current Month Displays a report showing pages printed from the start of the current month until the current day Year Displays a report showing pages printed from the start of the current year until the current day Life Displays a report showing pages printed from the start of when the DCA began collecting information from the device until the current day The service area provides quick access to information about the past 100 alerts past 100 flags and service history for the device To access service information 1 On 2 Do the Device Detail view click the Service tab one or more o
60. e CPC Report for up to 24 hours Per page charges may have up to four decimal places You can also assign CPC changes by using the import export function See Exporting and importing device information on page 75 3 10 Virtual Meters Virtual Meters create meters that add up values for other meters optionally including a multiplier to create a new meter value Virtual Meters can perform many tasks such as add up different page sizes create impression counters and convert units To create Virtual Meters 1 On the Settings menu click Virtual Meter Manager 2 Click New Virtual Meter 78 PrintFleet Optimizer Using PrintFleet Optimizer 3 In the Meter Configuration tab enter the Meter Name and select a group from the Group drop down Optionally in the Group Device Assignment Optional tab select the group or individual devices 4 Check the required Meter Labels and optionally edit the Multiplier value 5 Click Save 3 11 Configuring meter exports Transitioning from PrintFleet Optimizer 2 0 The meter export function allows you to automatically export a properly formatted file containing meter reads to a designated server Successful meter exports begin with proper configuration of an external ERP system Meter maps export schedules and if necessary device maps are associated with a configured ERP system ERP System Required first step Meter Maps Schedules Device Maps Requir
61. e account if applicable e Elements that will make up device names in the system for the user may include name serial number IP address etc You can view a list of existing users and their login name typical email first name last name last login date and time and groups and role access To view existing users e On the Administration menu click Users A separate user account should be created for each individual who is granted access to the PrintFleet Optimizer web console The following describes how to create a new user account and how to create a new user by copying the permissions of an existing account To create a new user account 1 On the Administration menu click Users 2 Click New User 3 In the Information area enter the following 67 PrintFleet Optimizer Using PrintFleet Optimizer e User Name often the user s email address e First Name e Last Name e Password repeat in the Confirm Password box Optionally in the Settings area complete one or more of the following e Select an initial screen to display after logging in from the Starting Page list e Type or select an expiry date for the account in the Expiry Date box e Click to select the Disabled check box to deactivate the account The user will appear in the user list but will not be able to access the software e Click to select the Force Password Change At Next Login box to require the user to change their password t
62. e can be set in the Configuration page The ERP icon 8 will appear beside the serial number of the device on the Device Detail view if the device is currently configured for meter exports See Configuring meter exports on page 79 Note You can find additional information including the version of the DCA being used by hovering your mouse over the device image 43 Viewing embedded web pages Viewing historical LCD and error information Working with the Supplies tab Working with the Meters tab PrintFleet Optimizer Using PrintFleet Optimizer Clicking on the edit icon f that appears beside the device name will take you to the Device Information screen which allows you to add and edit information to the device record For more information see Editing device information on page 70 From the Device Detail view you can view the embedded web page of the device provided you are within the internal network that the device resides To view the embedded web page e Click the IP address of the device Two options appear Internal Webpage and Service Bridge To access the Service Bridge for network devices see Enabling a Service Bridge on page 11 From the Device Detail view you can view historical LCD and error data useful for determining whether or not there are recurring or serious problems with a device To view historical LCD data e Click More to the right of the Display
63. e counts for Canon iR C3380 Feb 1 t0 28 2009 4000 ME Color os D cs ae R a To view a report in chart form if applicable e After generating a report in the Report Viewer click the Chart tab To view a report in data text form e After generating a report in the Report Viewer click the Data tab To email a report 1 After generating a report in the Report Viewer type in the email address you want to send the report to in the E mail box 2 Click Send To download a report in pdf format e After generating a report in the Report Viewer click Options and then click Download PDF To download a report in csv format e After generating a report in the Report Viewer click Options and then click Download CSV 48 PrintFleet Optimizer Using PrintFleet Optimizer Primary reports are default reports you can generate to view information about document output devices Table 9 Description of Primary Reports Report Description Advanced Volume Report A text report that displays device name serial number start page count end page count page total mono total color total copier mono copier color print mono print color fax count IP address asset number and last active date Additional machine specific meters can be shown if selected You can choose to run the report for either managed or unmanaged devices CPC Report A text report that di
64. e displayed 4 Optionally to export the service history of that device click More Options click Report type your email address in the Email box and click Send To add a new service history item 1 On the Settings menu point to Device Management and then click Service History 2 Click New Item 3 Input relevant information about the service item e Under the Date Time column select or type in the date of the service in mm dd yyyy format and select the time of day from the list By default it will display the current date at 12 00am e Under the Severity column select a severity level from the list Available severities are Low 1 Moderate 2 and Urgent 3 73 Marking devices as managed unmanaged or hidden PrintFleet Optimizer Using PrintFleet Optimizer e Under the Updated By column type in your name the name of the service technician etc e Under the Duration column type in the amount of time the service event took This can be in any units you can specify the units to be clear or use whatever is standard practice at your company e Under the Maintenance column type in a description of the maintenance or service that was performed e Under the Notes column type in any additional notes about the service performed 4 Click H to save the service item Group Selection Widgets Inc Device Selection LANIER LW 326 00A2 x Date Time Severity Updated By DurationMaintenance Notes Edit
65. e of a group to view individual devices associated with the group Click to select the check boxes beside individual devices you want to include in the schedule You can use the Check All Uncheck All or search function to simplify this process Note If you select a whole group new devices added to the group will automatically be added to the schedule If you only select individual devices new devices will have to be added to the schedule manually 83 Configuring device maps exceptions only Testing and troubleshooting PrintFleet Optimizer Using PrintFleet Optimizer 8 Click Save Devices detected by PrintFleet software must be associated with devices residing in the external ERP system however for e automate and OMD exports this process will attempt to complete automatically You will need to manually configure device maps if e You are using an external ERP system other than e automate or OMD e You are using e automate or OMD but not all devices mapped automatically this should usually be corrected by changing the sync field serial number asset number or device ID in the PrintFleet system to match the same field in the external ERP system To map PrintFleet devices to external ERP system devices 1 On the Settings menu click Meter Export 2 Click Device Mapping in the row of the external ERP system you want to configure device maps for 3 Click the name of a group that contains devices
66. e selected or not Number Integer value no decimals Decimal Decimal value You can specify whether or not a group will inherit the custom device fields created for its parent group the closest group that contains the selected group By default this option is selected To specify whether a group inherits the custom device fields from its parent group 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select a group from the group list 3 Do one of the following e To have the group inherit the custom device fields of its parent group click to select Inherit attributes from parent e To have the group not inherit the custom device fields of its parent group click to unselect Inherit attributes from parent 4 Click Save To view inherited attributes 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select a group from the group list 3 Click the Inherited Attribute s tab Custom device fields can be edited or removed at any time However attribute types for custom fields cannot be edited Warning Removing a custom device field will remove information currently stored in the field for applicable devices To edit a custom device field 1 On the Settings menu point to Device Management and then click Custom Device Fields 2 Select the group that the custom field is assigned to from the group list 72
67. e steps that must be taken to collect local printer data using the DCA 1 Add the IP addresses ranges of computers connected to local printers to the DCA network scan See Specifying which devices to scan on page 14 2 Enable the local device scanning option See Enabling scanning of network and or local devices on page 17 3 Install Local Print Agent on computers connected to local printers instructions follow Local Print Agent allows the DCA to obtain information directly from locally connected printing devices The Local Print Agent application must be installed on each computer connected to a local printer that you want to collect information from Ideally Local Print Agent will be installed on all computers at any location where you want to collect local printer information This will allow you to collect information from new local printers as soon as they are connected There are three methods to install Local Print Agent e Manual installation from the local printer host computer e DCA push tool installation manual and automated e Third party push tool installation In environments that do not allow push installation tools you may be required to manually install the Local Print Agent application on each computer connected to a local printer To install Local Print Agent manually from the local printer host computer e Runthe Local Print Agent msi file on the computer you want to install Local Print Agent
68. e the model was added to the database or from periodic updates thereafter Toner yields stored in the database are in most cases the stated OEM yields unless those were unavailable Labor Enter a per page cost in one or both of the Copier and Laser rows The text boxes will hold up to four decimal places Do not type in front of your per page costs Parts Enter a per page cost in one or both of the Copier and Laser rows The text boxes will hold up to four decimal places Do not type in front of your per page costs Equipment Costs for this component are drawn from the default model records for each device and can be adjusted after cost components are selected Margin This component does not need to be selected and is based entirely on the percentage entered in Enter a margin percentage in one or both of the Copier and Laser 54 PrintFleet Optimizer Using PrintFleet Optimizer rows If you want a forty percent margin you should type in 40 not a decimal number Msupplies Z Labor Page Mp Laser o 5 supplied as Paita Paja oono 0 0100 Click Assign Values Click to select the check box to the left of each device name that you want to include in the CPI calculation Optionally you can select the Check Uncheck all Copiers check box and the Check Uncheck all Lasers check box to select all devices Edit any numbers in the Copier Devices and Laser Devices areas as desired Read and cl
69. ect scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the Local tab select the Enable Push Install check box 3 In the Change Push Install Credentials screen enter the credentials of the user that belongs to the local administrator group on the target OS Warning These credentials will be saved in an encrypted format in the DCA If you do not want these credentials saved do not enable scheduled push installs 4 Beside Start select a start date and time for the automated push install 5 Beside Repeat select the interval you want to perform the push install at 6 Click Save If the environment already uses a third party push installation tool you can use that to push install the Local Print Agent msi file The installation file can be found in the Printer DCA support folder on the system installed with the DCA its default location Refer to the user guide for the third party push installation tool for further instructions 2 7 Viewing queue archive and log files For troubleshooting purposes you might want to view DCA queue archive or log files 23 Deleting old archive and log files PrintFleet Optimizer Using the Printer Data Collector Agent Queue and archive files are copies of DCA scan result files queue files have not yet been transmitted to the central server while archive files have already bee
70. ected DCA edit an existing DCA Click the Edit option beside the DCA in the DCA Listing page Alternately in the DCA Information page click Edit Make changes to the DCA Name Group Expiry Date or Custom Message fields and then click Save delete an existing DCA Click the Delete option beside the DCA in the DCA Listing page or in the DCA Information page click Delete A dialog box prompts you to confirm your wish to delete this DCA Click Confirm to complete the DCA deletion or Cancel to abort the DCA deletion After deletion files will not be processed for the DCA set a DCA Inactive In the DCA Information page for an active DCA click Set Inactive A dialog box prompts you to confirm your wish to set this DCA to Inactive Click Confirm to set to inactive or Cancel to abort With an Inactive status files will not be processed for the DCA set a DCA Active In the DCA Information page for an inactive DCA click Set Active The DCA will have an active status and files will be processed create a new PIN Code for a DCA only available for DCA version 4 0 or greater 1 2 In the DCA Information page click Create New PIN A dialog box prompts you to confirm your wish to create new PIN for the DCA Click Confirm to create a new PIN Code or Cancel to abort The new PIN Code will be generated and the DCA will be ina pending activation state Until reactivated files will not be processed for the DCA
71. ed Required exceptions only If you are transitioning to PrintFleet Optimizer 2 1 from 2 0 and had meter exports configured in 2 0 you will see one or more automatically generated external ERP systems These systems will match all 2 0 settings as best as possible There may be multiple instances of a single ERP system if for example multiple usernames and passwords were entered for a single system or an entry contained a typo making it appear different from others If this occurs it is suggested that you consolidate the systems into as few as possible to streamline maintenance of the system In general the easiest way to do this is to rebuild the configuration The PrintFleet Optimizer 2 1 meter export system is more flexible and requires less configuration and maintenance than the meter export system in 2 0 The advantages obtained in 2 1 are primarily a result of separating the configuration components external ERP system configuration meter mapping schedules device mapping If for example you need a different set of meter maps for one set of devices using 2 0 you would be required to make a completely new export and configure all components whereas using 2 1 you can simply add a new meter map to the associated external ERP system without impacting and without having to reconfigure any other component 79 Configuring an external ERP system PrintFleet Optimizer Using PrintFleet Optimizer All other setup items f
72. ed at any time To delete an alert layout 1 On the Notifications menu point to Alert Settings and then click Layout Manager Select the layout you want to delete from the Layout list Click the Delete button 4 Click Confirm to verify deletion Alerts are sent via email to the email address specified when creating a new alert See Creating new alerts on page 56 Subject Alert Widgets Inc Low Toner Attachments E _AVG cettification_tet 268 B Device Name Serial Number IP Address Supplies Status Service Codes LeD Alert Items Last Active c cX hXc8 Printer Offline LTH071423 10 0 0 210 fK CRITICAL Engine Failure ferror Contact Service Feb 04 200 service report f Requested Ready To enter fenus press hp LaserJet 4200 010C oNBx402580 192 168 1 12 OK WARNING Low Paper Feb 04 200 Lexmark T634 4130420 551 4130420 10 0 0 44 jox WARNING WARNING Tray 1 Low pae Saver Tray 1 low Paper Feb 04 200 Acknowledge Alert 24 Hours Sleep until Feb 05 2008 08 45 52 Sample alert email New alerts are received only if a device triggers an alert status indicated in the alert settings or if a device status condition escalates for example from warning to critical 59 3 6 PrintFleet Optimizer Using PrintFleet Optimizer The interval that alerts are sent at will depend on the interval that individual DCAs are set to scan the network See Setting the scan and transmissio
73. en click Layout Manager 2 Select the layout you want to edit from the Layout list 3 Do one or more of the following e To change the layout title and access level click the Edit button make the desired changes and then click Save e To adda column click Add New Column Under the Column Title column type in a name for the column in the text box Under the Column Field column select the type of 58 Working with alert emails PrintFleet Optimizer Using PrintFleet Optimizer data you want to appear in that column Click FJ to save the column e To edit a column click E under the Edit column in the row of the data field you want to edit Make the desired changes and then click H to save the changes e To delete a column from the layout click X under the Delete column in the row of the data field you want to delete e To change the order that a data field appears in your alert layout click in the row of a field that you want to move one column to the left in your alert layout or click in the row of a field that you want to move one column to the right in your alert layout Repeat until you have the data in the order you want it to appear Layout Manager Layout Selection Layout i Layout Access Level My Use Only Column Title Column Field Edit Delete IP IP Address 3 B MAC MAC Address t3 a x Model Model t E x Add New Column If an alert layout is no longer needed it can be delet
74. ere you want to place a device point to Add new printer and then click to select a device from the list 4 Drag the device until it is in the precise location you want it 5 Click Save View Settings Edit Layout Add Printer Save _Cancel J image tools G O 3 Add new printer Add Devices Add Misc Add People A Mawork aficio 1013F 0066 Hs H9248502365 Cc CLC1180 2 0 0042 L To place computing devices people or other miscellaneous icons on a map 1 In the Map view under the Options column click Edit for the map you want to edit 2 Click the Edit Layout tab 3 Right click the place on the map image where you want to place a computer building or person and do one of the following e To add a computer point to Add Devices and click to select the icon you want to add from the list e To add a person or group of people point to Add People and click to select the icon you want to add from the list e To add other miscellaneous icons point to Add Misc and click to select the icon you want to add from the list Drag the object until it is in the precise location you want it 5 Click Save To move an imaging device image or other icon 1 In the Maps view under the Options column click Edit for the map you want to edit 2 Click the Edit Layout tab Click and drag the icon you want to move to the new location 4 Click Save saad To remove an imaging device
75. f the following To view past alerts click the icon beside Alerts and view the Send Date To From and Subject for the past 100 alert emails directly in the Service tab or click Alerts or 3 to go to the Alert Settings screen See Using alerts on page 56 To view past flags click the icon beside Flags to view the Send Date To From and Subject for the past 100 flag emails directly in the Service tab or click Flags or 3 to go to the Flag Settings screen See Using flags on page 60 To view the service history for the device click the icon beside Service History to view the Date Time Severity 45 PrintFleet Optimizer Using PrintFleet Optimizer Updated By Maintenance and Notes for each service history item directly in the Service tab or click Service History or Mal to go to the Service History screen See Viewing editing and exporting service history on page 73 Supplies Meters ESERI wigtellaneous Model Additional Information Alerts J past 100 e mails Flags al past 100 e mails G Service History TH Date Time Severity Updated By Feb 25 2010 4 10PM Low Cheryl Hurley Feb 25 2010 4 09PM Low Maintenance Notes Customer Order Ordered Yellow QTY 1 Ordered Magenta QTY 1 Yellow Customer Order aTy 2 Cheryl Hurley The miscellaneous area provides additional device information that does not fit into any particular category This information will vary by device but may include
76. f they were on site The technician can view the embedded web page of the device perform an SNMP scan update firmware etc For additional security an access code must be generated from the central server This code must then be entered into the applicable DCA On the service technician s computer 1 The PrintFleet Optimizer PFO user selects a Device to connect to the Target Device and goes to its Details page 2 The PFO user clicks Device s IP Address shown on the page and selects Service Bridge option The Service Bridge option is available for network devices only 3 If the browser does not support the Click Once feature download the PrintFleet Service Bridge Client s zip file from http PFE Server URL Downloads ServiceBridge Client X X X XXXXxX zip Extract the zip and run the application For browsers that do support the Click Once feature you are prompted to run the PrintFleet PFE ServiceBridge Client application if not installed 4 When the PFE URL is displayed the PFO user can make changes to values or accept default and select OK 5 The PrintFleet DCA Service Bridge dialog is displayed If prompted to Download Driver download the TAP driver and install When the VPN Connection states Success a PIN will be generated 11 Troubleshooting DCA communication problems PrintFleet Optimizer Using the Printer Data Collector Agent 6 Leave this VPN Connection dialog open for the duration The service
77. fault 77 PrintFleet Optimizer Index DocuAudit 77 TCO Optimizer 77 XOPA 77 R Report Viewer 48 reports charts 48 CPI calculator 55 custom 53 downloading 48 e mailing 48 executive 52 generating 47 overview 47 Primary 49 Report Viewer 48 scheduling 51 requirements DCA 94 rotate map image 39 S scheduled task DCA 8 search 29 serial number 34 service history tracking 73 service DCA control main 8 stale status 33 status caution 33 device 34 indicators 32 OK 33 stale 33 supplies 34 unknown 33 warning 33 subnets multiple 6 supplies CPI calculator 54 levels 34 ordering Supplies Order View 34 status 34 support models 1 support technical See technical support T TCO Optimizer export 77 98 technical support contacting 3 Technical View 34 timeout network 6 toner levels See supplies traffic light system 32 trigger flag 60 troubleshooting DCA transmission problems 12 U unknown status 33 unmanaged devices 74 updates PrintFleet Optimizer 3 uploading device information 75 map images 37 URL PrintFleet Optimizer 28 user accounts creating 67 deleting 69 disabling 69 editing 69 overview 67 See also roles vV VPNs Virtual Private Networks 6 W warning status 33 weighted average charges 55 X XOPA export 77 Z zoom map image 37 PrintFleet Optimizer Index 99
78. from the Export Type list 6 If you have chosen Digital Gateway e automate do the following e Enter the URL of the e automate system in the Destination URL box e Enter the meter source name configured in the ERP system e g PrintFleet in the Meter Source box e Enter your company ID for the e automate system in the Company ID box e Enter the version of e automate you are using in the Version box e Enter a username for the e automate system in the Username box e Enter the corresponding password for the e automate system in the Password box 80 Configuring meter maps 7 PrintFleet Optimizer Using PrintFleet Optimizer If you have chosen OMD Multimeter or OMD Non Multimeter e Enter the URL of your H2O system in the H20 Destination URL box required for all OMD meter exports e Enter the URL of your iManager system in the iManager Destination URL box required for automated device mapping e Enter the username for iManager in the Username box e Enter the corresponding password for iManager in the Password box Important The username and password for iManager must be associated with the accounts in iManager that you want to set up meter exports for To create a username and password that is associated with multiple accounts obtain the REQL83 program from OMD 10 11 12 13 14 If you have chosen La Crosse NextGen e Enter the URL of the NextGen system in the Des
79. he first report displayed in the executive report 10 Click the Save button to save the entire report See Editing and deleting reports on page 50 for information on editing and deleting executive reports Administrators can create their own Custom Reports Custom Reports can draw on any information available in your PrintFleet database To create a new Custom Report 1 On the Administration menu point to Reports and then click Report Manager 2 Click the New Custom Report button 3 Type a name for the report in the Name box Type a title for the report in the Title box This is the title that will appear at the top of a generated report and can include variables listed under the Substitutions tab 5 Optionally enter a description in the Description box Select the roles that will be able to view the report from the Restrict Access area 7 Under the PFSQL tab type the code that will generate your custom report and then click Check Syntax to verify the code Click the Substitutions tab to view the variables that can be used in the code 8 For graphical reports click the Chart tab and complete the following fields e Select the type of graph from the Chart Type list Options are Bar Line Stacked Bar or Pie e Specify the field for the x axis in the X Axis Field box e Specify the field s for the y axis in the Y Axis Field box 9 Click Save 53 Using the Cost per Image CPI Calculator Pri
80. he next time they login e Enter a customized way to display device names throughout the system in the Device Name Template box or select a method from the list underneath The following properties are accepted name id serial asset ip mac location hostname lcd systemname systemlocation systemdescription groupname groupbreadcrumb guserlogin userid username and description The following are examples of strings that can be used Sname Serial serial Asset Sasset sample output HP 1000 Serial 1234 Asset ABC Sname Sip Smac sample output HP 1000 192 168 1 104 00 01 02 aa bb cc In the User Access area click Add Entry Select a group that the user will have access to and click Give Access If a group contains one or more subgroups the user will have access to those groups as well Select one or more roles the user will have for the selected group and click Save Their final permissions the user has will be the combination of the permissions granted to all selected roles Repeat steps 6 and 7 to give the user access to additional groups To create a user account with the same permissions group access and roles as an existing account 1 2 On the Administration menu click Users Under the Options column click Copy in the row of the user account with the permissions you want to duplicate alternatively click Edit and then click Copy on the user edit screen Complete f
81. ice history and marking devices as managed unmanaged or hidden 69 Editing device information PrintFleet Optimizer Using PrintFleet Optimizer The Device Information screen allows you to add or update the following information for individual devices e Device name e Serial number e Asset number e Location e Management status see Marking devices as managed unmanaged or hidden on page 74 e Model matched to the PrintFleet model database to pull information such as duty cycle device image release date supply SKUs etc To add or edit device information for an individual device 1 On the Settings menu point to Device Management and then click Device Information 2 Select a group from the Group Selection list 3 Select a device from the Device Selection list Add or edit information in the Device Information and or Device Custom Information areas as desired For information on creating custom device fields see Creating custom device fields on page 71 5 Click Save Changes Note To go to the Device Detail screen from the Device Information screen click View See Working with the Device Detail view on page 41 You can also access the Device Information screen through the Device Detail screen See Working with the Device Detail view on page 41 The Devices screen allows you to add or update the following information for devices on a group wide basis e Device name e
82. ick to accept the Terms and Conditions of using the CPI Calculator Click Generate Report Copier Devices Z Check Uncheck all Copiers Device Name Serial No Mono Count Color Count pans ee Yield Mono 80 61 01 0032 TXP01240 1378 5794 5 15 8000 e 7911CG LC2 MB P 7911CGE 2005 o 5 2 0 10000 DFG 0 p 5 0 9000 Serial No Mono Count Color Count Mane PEE Yield Mono Coverage Coverage c 895 p 5 0 9000 Teeken 4 lo _ M ia 000 HP LaserJet 5Si 012 AAXXYY9999 1394 o 5 0 15000 s 3 Saeed By selecting this box and the Generate Report button I agree to these terms and conditions The CPI report generated includes the following Per page charge breakdowns for each component of the cost supplies parts labor equipment margin Suggested charge for monochrome pages printed for each device Suggested charge for color pages printed for each device Weighted average monochrome print charge for the fleet Weighted average color print charge for the fleet Options to email or download the report PrintFleet Report Viewer Print Close X CPI Calculator Results Mono Color Labor Parts Hardware Mono Color EG cee crc CPC Margin Margin ie cold crc Device Name Serial No Location texnark X642e 7911CGH 1C2 MB P 79 o oo1p o 0 005 Baas o 0 0257 0 0 0643 oo 0 0000 JBNBBBB 9 0000 0 0000 9 9000 0 0000 0 00 Brother MFC 9420
83. ields in the Information and Settings areas Optionally edit default permissions in the User Access area 68 PrintFleet Optimizer Using PrintFleet Optimizer 5 Click Save After a user account is created it can be edited at any time To edit an existing user account 1 On the Administration menu click Users 2 Under the Options column click Edit in the row of the user account you want to edit 3 Change the user account information as desired 4 Click Save If a user account is no longer needed it can be deleted or disabled at any time Deleting a user will remove it from the system Disabling a user will retain the user record in the system but will remove access to the software To delete a user account 1 On the Administration menu click Users 2 Under the Options column click Delete in the row of the user account you want to remove 3 Click Confirm to verify deletion To disable a user account 1 On the Administration menu click Users 2 Under the Options column click Edit in the row of the user account you want to disable 3 Under the Settings area click to select the Disabled check box 4 Click Save 3 9 Managing devices The core aspect of managing devices comes from collecting data stored in imaging devices using the DCA Devices can be managed further by entering information into PrintFleet Optimizer that cannot or is not being collected directly from the device keeping track of serv
84. ifications menu point to Alert Settings and then click Alert Manager 2 Click the New Alert button 3 Complete the following required items e Select a company from the Customer list e Type in an email subject line for the alert in the Title box e Type in the email address that you want the alert to be sent to in the E mail box 4 Optionally select a layout from the Alert Layout list See Managing alert layouts on page 58 5 Optionally to assign the alert to individual devices instead of all devices do the following e Click to select the Individual Devices check box e Click the Assign Devices button e Under the Assigned column click to select the check box beside each device you want the alert assigned to e Click Assign Devices 6 Do one or more of the following to choose the device status items you want to be alerted on e Type custom error codes you want to be alerted on in the Alert Codes box Use semicolons to separate multiple items e Click to select specific status items listed under the Critical Warning and Toner columns For black cyan yellow and magenta threshold items type in the percent level you want to be alerted on in the text box to the right of the item 56 Editing alerts 7 Click Save Alert Manager Layout Manager Required Information Customer Widgets ne Title Toner Alert Alert Information Alert Layout Default v Alert Conditions Alert Codes 1 0
85. imizer Using PrintFleet Optimizer Table 12 Attribute Types for Custom Group Types Attribute Description Supplies Ordering Email Email address value that is used by the system when sending supplies order emails Industry Code Industry vertical code value used to classify businesses External Service Link A URL value that becomes a link shown on the device details page A new group can also be created by copying the properties of an existing group and then modifying it if necessary To create a new group by copying an existing group 1 On the Settings menu point to Group Management and then click Manage Group Types Click Copy in the row of the group type you want to copy Enter a name for the new group type in the Name box Adjust any other properties of the group type as desired Click Save re og oe Is Group types can be edited at any type except for the name of the type which must remain the same Images and attributes that are associated with the group type can be changed Warning Any changes made to a group type will take immediate effect on existing groups of that type A warning will be displayed showing you how many groups are currently associated with the group type you are about to edit To edit a group type 1 On the Settings menu point to Group Management and then click Manage Group Types 2 Click Edit in the row of the group type you want to edit 3 If you receive
86. ing e Click to select the Check All check box to select all devices This can be reversed by selecting the Uncheck All check box e Click to select the check box beside individual devices e Click Change Filters and select appropriate settings to narrow down the amount of devices displayed See Filtering and sorting data on page 31 5 Type in a name for the exported file in the File Name box 6 Select one of the file formats described in Export formats for PrintFleet Optimizer on page 76 from the File Format list For some types a date range will then have to be selected to determine the values that are exported 7 Optionally click to select the Show Additional Information check box to include custom device fields in the exported file 8 Click Export Important If you are exporting device information to be edited and then imported back into the system you must keep the column headers the same as they are in the export file Spreadsheet programs make it easy to edit data within columns Table 14 Export formats for PrintFleet Optimizer Export Format Description CSV comma separated value Used for editing device information and importing back into Optimizer Contains all data fields and is editable in most spreadsheet and word processing programs Compass File format ready to import into Compass Sales Solutions proposal software Fields include Date IP Address Manufacturer Model Serial
87. ing and troubleshooting sasaaa aaa 84 3 12 Managing DCA installations 0 000 cee ee 88 Generating PIN Codes for DCA version 4 0 or greater 88 Generating Manual Keys for DCA version 3 X 1 0 00 89 Generating Automatic Keys for DCA version 3 x pregenerated 90 Managing DECAS 2c 2 ate ee 6 ee ee RE Ge a Pes 90 Chapter 1 PrintFleet Optimizer Introduction Introduction Welcome to PrintFleet Optimizer a remote print management system designed to help owners sales representatives service technicians and administrative personnel grow and streamline their business This is guide designed to assist dealers with the following Using the Printer Data Collector Agent This chapter discusses e Device support e Installation requirements e Obtaining software updates e Contacting Technical Support 1 1 Device support PrintFleet strives to develop vendor neutral software products and to support as many models of printers copiers fax machines and multifunction peripherals as possible However our products do not support all models available in the market PrintFleet is continuously adding model support into our software products Supported models are not all supported to the same extent For example one model may be supported for all available data types while another may only be supported for specific data types such as device description and life page count PrintFleet software products
88. k Test to verify the settings are working 5 Click Save The web service timeout determines the maximum time that will be allowed for communication between the DCA and the central server By default the web service timeout is 30 seconds if necessary the timeout can be increased or decreased at any time 10 Enabling Intelligent Update Enabling a Service Bridge PrintFleet Optimizer Using the Printer Data Collector Agent To change the web service timeout 1 Under the Communication tab in the Communication Settings area enter or select the desired timeout in the Web Service Timeout box 2 Click Save The Web Service Discovery Timeout controls the initial connection to the server and the auto selection of http https When Intelligent Update is enabled the DCA can be remotely updated by your PrintFleet administrator This is important to ensure you are always able to collect the highest quantity and quality of information available To enable Intelligent Update 1 Under the Communication tab in the Communication Settings area click to select the Enable Intelligent Update check box 2 Click Save A Service Bridge allows a service technician to create a private secure connection between a service technician and a specific networked printing device with the DCA acting as a proxy Once the bridge is established the service technician can use a special private IP address to directly access the device as i
89. lder icon beside Total files in archive and select and open the desired file e To open and view a log file click the file folder icon E beside Open Log file from and select and open the desired file or select a date via the dropdown Alternatively you can drag and drop any of the files into the File Viewer area By default the DCA automatically deletes archive and log files after 30 days If necessary you can adjust the number of days before these files are deleted or even stop the DCA from deleting the files at all To change the period after which the DCA automatically deletes old archive files e Under the File Viewer tab use the Keep archived files for combo box to specify the maximum number of days you want to 24 PrintFleet Optimizer Using the Printer Data Collector Agent retain archived files Set the value to 0 if you do not want older archive files to be automatically deleted To change the period after which the DCA automatically deletes old log files e Under the File Viewer tab use the Keep log files for combo box to specify the maximum number of days you want to retain log files Set the value to 0 if you do not want older log files to be automatically deleted 2 8 Configuring language and read write settings The language for the DCA will be automatically selected during installation based on the default language selected for your Windows operating system To change the DCA language se
90. le device over a specified time period Power Usage Report A text report that displays the device name serial number operating watts idle watts total pages in the selected time period estimated kWh usage estimated cost at selected kWh price power cost per page and total power cost of the selected group over the specified time period Toner Reorder Report A text report that displays the device name asset number mono and color pages based on a specified start date supply toner types and current supply levels for the selected group Custom reports are created by your PrintFleet administrator and are accessed through the PrintFleet Optimizer console Some custom reports are included in the system Report properties including name title description role permissions code base chart type or individual reports for Executive reports can be changed at any time with the exception of the code base and chart type for Primary reports which cannot be changed To edit a report 1 On the Administration menu point to Reports and then click Report Manager 50 Scheduling reports PrintFleet Optimizer Using PrintFleet Optimizer 2 Click Edit in the row of the report you want to change 3 Make desired changes to the report 4 Click Save All reports can be deleted at any time To delete a report 1 On the Administration menu point to Reports and then click Report Manage
91. lick Schedules in the row of the system you want to test 3 Under the Run Export column click Run in the row of the schedule you want to test The meter export will occur within the next 10 minutes To view the meter export log 1 On the Settings menu click Meter Export 2 Do one of the following e Click Logs in the row of the system you want to view e Click Schedules in the row of the system you want to view and then click Logs in the row of the specific schedule you want to view logs for e Click Meters in the row of the system you want to view and then click Logs in the row of the specific meter map you want to view logs for 3 Click View Results in the row of the export you want to view logs for The meter export logs will tell you why a specific meter was not exported into the external ERP system It is important to understand that the PrintFleet logs may display errors for meters that you would not expect to be successful for example a color meter export for a monochrome device The following two tables list all possible entries in the Result Message column of the meter export log The first table lists error messages with their causes and possible solutions The second table lists informational messages and their causes 85 PrintFleet Optimizer Using PrintFleet Optimizer Table 15 Meter Export Log Result Messages Errors Result Message MeterPostFail Cause The ERP system did not accept our meter
92. lter Filter By Text close L Text Filter By Status Type Management Managed Unmanaged Both Type Network Local Both Restrict To C Managed Supplies Managed Service Filter By Last Active Date MJ Active within last days Filter By Supplies O Toner lt 10 O Include unknown O Last Supplies Order Never v a Apply Filter Reset Filter To clear a data filter in a device view 1 While on a filtered device view click Change Filters 2 Click Reset Filter Viewing new Devices that have recently appeared in the system will be marked devices with a New icon ys The number of days that a device will be marked as new is configured by your system administrator The default number of days is 30 Working with the Some device views use a traffic light system to display supplies traffic light status and device status A legend appears at the bottom of system 32 PrintFleet Optimizer Using PrintFleet Optimizer applicable device views The following table describes what each traffic light icon means for supplies status and device status Table 5 Understanding the Traffic Light System Icon Status Interpretation OK T Caution for supplies Low Toner Warning for supplies Out of Toner Stale data has not been collected from the device for 24 hours Unknown data is not available from the device or not supported by PrintFleet
93. n interval on page 18 The alert mechanism itself runs every 30 minutes To disable a specific alert for 24 hours click the Acknowledge Alert 24 Hours link in the alert email This will not stop new alerts from being sent if the status of any device changes to an alert condition within the 24 hours Other links in the alert email will take you directly to the device detail page for the corresponding device after logging into PrintFleet Optimizer Devices displayed in alert emails will display a specific background color in the Device Name and Status columns depending on the type of warning or error being reported The meaning of each background color is outlined in the following table Table 11 Alert email background color definitions Background Color Definition Yellow New warning that has not been reported in a previous alert Pale yellow Warning that has been reported in a previous alert Red New error that has not been reported in a previous alert Orange Error that has been reported in a previous alert Cyan New stale offline device that has not been reported in a previous alert Gray Stale offline device that has been reported in a previous alert Using flags Flags are used to schedule preventative maintenance Maintenance can be scheduled at a trigger life page count or a trigger date When a flag is created and the trigger is hit a flag icon will appear beside the appropriate devi
94. n the Advanced tab The setting defaults to a reasonable value for the current system 17 Setting the scan and transmission interval Setting the network timeout Setting the Local Print Agent timeout PrintFleet Optimizer Using the Printer Data Collector Agent The scan interval determines how often the DCA will scan the network and transmit the collected information to your PrintFleet server The default scan interval is 30 minutes It is generally not useful to set a scan interval for more than every 30 or 60 minutes For example new information is posted to PrintFleet Optimizer every 10 minutes but new alerts are generated approximately every 30 minutes Note The scan interval is the time from the end of one scan to the start of the next scan To change the scan interval 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Transmission Options area type or select the desired scan interval in minutes in the Scan Interval box 3 Click Save The network timeout is the amount of time that the DCA will wait for a networked device to respond back with its information The default network timeout is 250 milliseconds The network timeout only needs to be adjusted if the DCA is not collecting complete information from networked devices If when you perf
95. n transmitted The presence of queue files indicates that the DCA is not successfully transmitting information to the central server unless the DCA is in the process of transmitting the most recent file Queue and archive files are encrypted in the proprietary pfd format and contain the complete results of a single DCA network scan Log files are in 1og format and are not encrypted Log files contain summary information for all DCA scans that occurred on a specific date including scan times transmission results DCA application information intelligent update actions and the IP addresses and vendors of discovered devices Log files do not include specific printing device data fields meters toner levels etc By default log files are not sent to the central server but this can be enabled Queue and archive files can only be viewed using the File Viewer included in the DCA Log files can also be viewed using this but can also be viewed in any word processing or other application that supports log files To locate the correct file queue and archive file names have date and time stamps as part of the file name and log files have a date stamp To view queue archive or log files in the DCA e Under the File Viewer tab do one of the following e To open and view a queue file click the file folder icon 5 beside Total files in queue and select and open the desired file e To open and view an archive file click the file fo
96. nabling Intelligent Update on page 11 12 In the Setup is Complete screen by default the Open the Data Collector Agent Interface and Start the Data Collector Agent Service are both selected Optionally you can turn off one or both of these options Click Finish At some point over the life of the DCA installation you may need to reactivate it for example if you were given an activation code with an expiry date or if you need to redirect the DCA to a new server You can enter a new activation code from an existing DCA installation To reactivate the DCA 1 On the Tools menu click Reactivate DCA 2 If you are redirecting the DCA to a new server and or port enter the new information in the Server box 3 Enter the new activation code in the PIN Code box 4 Click Activate 2 3 Managing the DCA service Installing and starting the DCA service Setting up the DCA asa scheduled task The DCA runs as a Windows service by default Alternatively the DCA can be set up as scheduled task The DCA service can be installed uninstalled started or stopped at any time You may need to reinstall the DCA service if you have previously been running the DCA as a scheduled task or if the DCA service was uninstalled for any other reason If you have been running the DCA as a scheduled task delete the scheduled task before reinstalling the DCA service To install uninstall start or stop the DCA service e Under the Status
97. nd remove items from a supplies order Meter breakdowns with links to page count reports 42 PrintFleet Optimizer Using PrintFleet Optimizer Table 7 Information Displayed in the Device Detail View Service information including past 100 alerts and flags and recent service history Miscellaneous device specific information Model information from the model database Device Type Page coverages are displayed for each application color as well as total Coverage values can come from a variety of sources the source being used will be indicated in brackets beside the percentage value The following table describes the various sources Table 8 Page Coverage Data Sources Coverage Data Source Description Device Total A value obtained directly from the device for the lifetime average page coverage of the device Device Cartridge A value obtained directly from the device for the average page coverage over the life of the current cartridge Device Total Device Cartridge Both Device Total and Device Cartridge values may display if both are available Estimated If there is enough information to calculate page coverage but no page coverage given directly from the device a calculated estimate of page coverage will be displayed Default If no page coverage information is available a default percentage of 5 will be displayed 1 This valu
98. ned off you do not need to use these special instructions After downloading the DCA installation file DCA_Install msi 1 Right click on the DCA_Install msi file and select Properties 94 PrintFleet Optimizer 2 Under the Compatibility tab click to enable the Run as Administrator check box 3 Proceed to installing the DCA After the DCA is installed repeat steps 1 and 2 above for the following two files e C Program Files Data Collector Agent DCAService exe e C Program Files Data Collector Agent Support DCAServiceHC exe 95 PrintFleet Optimizer Index Index A D activating the DCA 6 Data Collector Agent active date last 34 activating 6 alerts installing 6 create 56 introduction 4 deleting 58 license keys 88 editing 57 multiple subnets 6 e mail 59 network load 26 individual devices 56 network timeout 6 layouts obtaining the software 5 assigning 56 questions to ask prior to installation 6 managing 58 recommended number of devices 6 overview 56 status items 57 archive files deleting 24 C caution status 33 charts 48 Compass Sales Solutions export 76 copiers See devices Cost per Image calculator See CPI calculator costing 54 coverage data source 43 device detail 42 CPC calculating 54 charges assigning 78 report 49 CPC calculator See CPI calculator CPI calculator 54 CPP calculator See CPI calculator csv format 76 custom device views 40 custom reports creating 53 generating 47 See also rep
99. ntFleet Optimizer Using PrintFleet Optimizer See Editing and deleting reports on page 50 for information on editing and deleting custom reports The CPI Calculator is designed to help you calculate what you should be charging your clients on a per page basis Using the page counts collected and stored in the PrintFleet database you can combine every component in the cost of printing into a per page charge including toner parts labor and margin If one or more components are not applicable to your program you simply leave them out of the calculation Note The CPI calculator uses the page counts from the previous month to calculate suggested charges To calculate per page charges using the CPI Calculator 1 On the Reporting menu click CPI Calculator 2 Select a company from the Customer list 3 Click to select the check box for each component you want included in your CPI calculation and configure default settings for the components as necessary Supplies Costs for this component are drawn from the default model records for each device and can be adjusted after cost components are selected or can be uploaded into the system using the import export function See Exporting and importing device information on page 75 Note Default toner prices and yields are drawn from the PrintFleet Model Database Toner prices stored in this database are observed from major retail chains at the tim
100. ntFleet Optimizer Using the Printer Data Collector Agent The DCA Install screen displays the most recent release notes and other software prerequisites Installing and activating the DCA The DCA should be installed on an existing networked server to collect and transmit device data If no server is available the DCA can be installed on a single networked computer that will remain powered on 24 hours a day 7 days a week For DCA installation requirements see Data Collector Agent Checklist and Installation Requirements on page 94 Prior to installing the DCA you should obtain the information in the following table from the network administrator at the location This will allow you to properly configure the DCA Table 2 Information to Gather from the Network Administrator Prior to a DCA Installation Find out Solution if there are local devices you want to monitor Once the DCA is installed you will have to enable local data collection and install Local Print Agent on applicable computers See Managing local devices with Local Print Agent on page 22 how many total printing devices reside on the network and how large the network is An additional DCA should be installed on a separate computer for each 10 000 imaging devices on the network or 100 000 IP addresses if the network uses multiple subnets If so take note of the subnets and IP ranges to ensure they are all included in the net
101. og should be followed by an additional message indicating that PrintFleet re exported the current value in the ERP system so the other meter posts would not fail MeterReadingEmpty PrintFleet obtained a meter reading of 0 or could not obtain a meter reading from our system to post into the ERP system 3 12 Managing DCA installations Each DCA installation requires a PIN Code to activate to run These PIN Codes can be generated and managed using PrintFleet Optimizer For more information about the DCA see See Using the Printer Data Collector Agent on page 4 Generating PIN To generate a PIN Code for DCA version 4 0 or greater Codes for DCA 1 On the Administration menu select DCA Administration version 4 0 or and then click New DCA greater 2 Select Version 4 0 or greater 3 Select the appropriate group from the dropdown list or click Create New Group button 4 Define the DCA information enter the DCA Name Optionally enter a custom message in the Custom Message field or set an Expiry date by selecting the calendar button and selecting a date 5 Click Create DCA The Pending PIN Code is generated and displayed in the DCA Information page s General Information 88 Generating Manual Keys for DCA version 3 x PrintFleet Optimizer Using PrintFleet Optimizer tab The PIN Code can be emailed to an appropriate person via Send this PIN via email Alternately the PIN Code can be copied and paste
102. on The installation file is found by default in program files Printer DCA Support folder The installation file can be copied to a USB drive CD etc for portability The DCA has an embedded push install utility specifically for Local Print Agent In addition you can schedule periodic push installs to your entire DCA scan range to ensure that Local Print Agent gets installed to any new computers on the network 22 PrintFleet Optimizer Using the Printer Data Collector Agent To push install Local Print Agent from the DCA 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 On the Tools menu select Local Agent Management 3 Click Scan All This will scan all IP addresses included in the selected scan profile 4 Under the IP Address column click to select the check boxes beside each IP address belonging to a computer you want to install Local Print Agent on Optionally click All None Not installed or Installed to automatically select a set of IPs 5 If you are not currently logged onto the computer as an administrator in the Credentials area click Change Enter the local administrator credentials for the target OS in the Username Password and Domain boxes and then click OK 6 Click Install To schedule regular push installs using the DCA 1 Under the Scan tab make sure the corr
103. on the meter map applied to the group closest to it For example if the group Root that includes all groups and all devices has a meter map assigned to it and the group Widgets has another meter map assigned to it devices within the group Widgets will use the meter map assigned to Widgets in any cases where the Root and Widgets meter maps overlap in areas where they do not overlap it will use the meter map with the additional information This allows you to assign a basic meter map to all groups and devices and customize additional maps for specific groups and devices on an as needed basis To create a new meter map 1 On the Settings menu click Meter Export 2 Click Meters in the row of the external ERP system you want to create a meter map for 3 Click New Meter s Select whole groups of devices and or individual devices to add to the meter map by doing one or both of the following e Click to select the check boxes beside groups to add all devices associated with those groups e Click on the name of a group to view individual devices associated with the group Click to select the check boxes beside individual devices you want to add You can use the Check All Uncheck All or search function to simplify this process Click Continue Under the Destination Meter column enter the meter labels from the external ERP system as they correspond to the meters listed under the PrintFleet Meter column All available meters for
104. one numbers collected from devices masked by default e DCA host system information IP address MAC address subnet etc To mask private information in DCA transmission files 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the Advanced tab in the Privacy Options area do one or more of the following e Click to select the Enable IP Masking check box to mask device IP addresses 20 Enabling SNMP traps Disabling real time DCA status PrintFleet Optimizer Using the Printer Data Collector Agent e Click to select the Enable Phone Number Masking check box to mask telephone numbers collected from devices masked by default e Click to select the Enable DCA Host Info Masking check box to mask DCA host system information 3 Click Save SNMP traps are alerts generated by a device that allow information to be sent from a device immediately without having to continuously request information For example if a device experiences an error by enabling SNMP traps you can be notified of the error immediately instead of waiting until your regularly scheduled DCA scan Prior to enabling SNMP traps on the DCA you need to specify in the internal configuration for each device that SNMP traps should be sent to the IP address of the system installed with the DCA This only needs to be done
105. or meter export are subordinate to the ERP system which must be configured first PrintFleet meter export is compatible with the following commercial ERP systems e Digital Gateway s e automate e OMD NetVision or OMD iManager with H2O component e La Crosse NextGen or La Crosse NextGen Web e Evatic e PFI Export There is an additional export type PFI Export that sends a standard XML file with meter information to a designated URL Each instance of an external ERP system only has to be set up once For example if you are using a single Digital Gateway e automate system exclusively your system only needs to be configured once However you have the option of creating multiple instances of an ERP system if there is a need for example if you have multiple locations that use a single ERP system and each location should only be given access to the meter export configurations for their applicable groups devices If you are using more than one ERP system each system must be configured separately To configure a new external ERP system 1 On the Settings menu click Meter Export 2 Click New System 3 Enter a name for the export system in the Name box 4 Select the group that the export system applies to from the Group list all other configuration items and permissions for the export will be based on the group selected here if it applies to your entire system select Root 5 Select the type of export system you are using
106. orm a DCA scan certain data fields which should be populated are reporting no information you may need to increase the network timeout to 500 or 1000 milliseconds However the higher the network timeout is set the longer the DCA scan will take There may be other reasons that the DCA is not collecting complete information for example the device may not store a specific data field toner levels etc To change the network timeout 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Transmission Options area type or select the desired network timeout in milliseconds in the Network Timeout box 3 Click Save The Local Print Agent timeout is the amount of time that the DCA will wait for the Local Print Agent application to respond back with information from a locally connected device The default Local Print Agent timeout is 10 000 milliseconds per system Local device collection takes substantially longer than networked device collection because of the extra step needed to go through the connected computer via the Local Print Agent application 18 Setting the number of SNMP retries Using Focus Scans PrintFleet Optimizer Using the Printer Data Collector Agent The Local Print Agent timeout only needs to be adjusted if the DCA is not collecting complete inform
107. orts requirements 94 setting up as scheduled task 8 troubleshooting 12 VPNs 6 See also PrintFleet Optimizer See also PrintFleet Enterprise data export 75 data import 75 data_queue folder 13 DCA managing 90 Device Detail View 41 device views custom 40 default 33 Maps 36 override 41 Supplies Order View 34 Technical View 34 traffic light system 32 working with 30 devices custom fields 71 editing information 70 export data 75 group 64 hidden 74 import data 75 managed 74 96 managing 69 name templates for 68 new 32 support 1 unmanaged 74 Digital Gateway data export 77 meter export 80 DocuAudit export 77 downloading reports 48 E e automate data export 77 meter export 80 e mailing reports 48 e mails alert 59 end user license agreement 92 equipment cost 54 ERP icon 43 EULA 92 Evatic meter export 81 executive reports building 52 generating 47 See also reports export formats 76 exporting data 75 F fax machines See devices fields custom 71 firewalls 13 flags closing 61 creating 61 editing 62 overview 60 triggers 60 flip map image 39 G groups assigning devices to 64 creating 62 custom types of 65 deleting 62 editing 62 managing 62 64 prior to Optimizer 2 1 62 PrintFleet Optimizer Index H hidden devices 74 I import data 75 installation Data Collector Agent 6 requirements 2 IP address Technical View 34 L La Crosse meter export 81 labor cost 54 last active date 34 la
108. ote to include in the body of the email 5 Click Send Order To view previous supply orders 1 On the Reporting menu click Previous Supply Orders Date ordered by and order information are displayed 2 Under the Options column click View Order to see exactly which devices and supplies were included in a specific order The Supplies Order View provides direct access to a page count report that displays pages printed over the past 30 days To view the Page Counts report for a device e Clickthe icon under the Pages last 30 days column in the row of the device you want to run the report for The icon will be a smaller version of the actual report and can be used as a quick reference For more information about reports see Using reports on page 47 If you want more information about the status of a device click on the device name link and you will be taken to the Device Detail View for that device See Working with the Device Detail view on page 41 The Maps View allows you to view upload and place images of images of document output devices computing devices people and other miscellaneous items on one or more maps for each customer Document output devices will display their status using the traffic light system See Understanding the Traffic Light System on page 33 Legend Eror warning stale wa lt lt k PrintFleet inc Kingston Yb b gt af EF 36
109. pe the life page count you want the flag to be triggered at in the Trigger Page Count box If Trigger Date is selected select or type the date you want the flag to be triggered at in the Trigger Date box Select the type of maintenance to be done from the Flag Type list If the type of flag you want is not listed select Other and type in a description in the Notes box Click H to save the flag Device Selection Customer Widgets Inc a Aficio 1013F 0066 H9248502365 gt vi Flag Type Assigned By Technician E mail Edit Close Demo Account ao 2 26 2009 4 50 36 PM Start Page Count 41797 Assigned By Demo Accouni t Technician John Smith Create Date Time O Trigger Page Count E mail 02 26 2009 Flag Type demo printleet com Trigger Date Fuser Change z Notes Once a flag is created the trigger has been met and the maintenance has been performed the flag should be closed to delete it from the system To 1 2 close a flag On the Notifications menu click Flag Settings Select a company from the Customer list 61 Editing flags PrintFleet Optimizer Using PrintFleet Optimizer Select a device from the Device list Click under the Close column in the row of the flag you want to close Click Confirm to verify you want to close the flag After a flag is created and before the trigger has been met the flag can be edited at any time To edit a flag 1 2 3 4
110. played in the DCA Information page s General Information tab The PIN Code can be emailed to an appropriate person via Send this PIN via email Alternately the PIN Code can be copied and pasted into the DCA Activation screen This PIN Code remains visible in the General Information tab while the DCA is in a Pending Activation status Once this PIN Code is used to activate a DCA client the DCA has an active status and the PIN Code will no longer be visible Managing DCAs You can check the status of a DCA installation via DCA Listing page DCA information can be viewed or edited at any time A DCA can also be deleted or set to inactive or active A new PIN Code can also be created for a DCA version 4 0 or greater To check the status of a DCA 1 2 On the Administration menu select DCA Administration In the DCA Listing page the status of the DCA will be visible in the Status column e Pending Activation PIN Code has not been used to activate DCA client e Active DCA has been activated using PIN Code e Inactive the DCA has been set to Inactive or has expired To view DCA information 1 On the Administration menu select DCA Administration 90 To 1 To 1 To 1 To To PrintFleet Optimizer Using PrintFleet Optimizer Click on the DCA name link for the DCA you want to view from the Data Collection Agent DCA Listing The DCA Information page s General Information tab is displayed for the sel
111. portions of ranges that do have document output devices on them For instance if you are scanning a subnet of 192 168 1 1 192 168 1 254 but there are only document output devices from 192 168 1 1 192 168 1 50 and 192 168 1 200 192 168 1 250 you should input these two ranges instead of the entire subnet to make the DCA scan more efficient Input your tightened scan ranges into the Advance Scan settings of Auditor and perform another scan to verify that the scan now takes less than 25 minutes If it still takes longer than 25 minutes and you cannot tighten the scan ranges any further you may want to install more than one DCA at the location 16 Enabling scanning of network and or local devices Enabling broadcast scanning Enabling Rapid Scan PrintFleet Optimizer Using the Printer Data Collector Agent You must enable at least one of network or local device scanning for the DCA to collect data For local device scanning to work you must also have Local Print Agent installed on computers connected to the local devices you want to scan See Managing local devices with Local Print Agent on page 22 If you have created separate profiles for networked and local devices you will enable network device scanning in one and local device scanning in the other For more information on scan profiles see Managing scan profiles on page 13 To enable scanning of network and or local devices 1 Under the Scan tab make su
112. post generic failure message not covered by the below cases Possible Solutions Start by looking in the ERP system for the specific device to ensure it is configured correct and has the proper meters assigned to it Double check PrintFleet has established a device mapping for the device and ensure the correct meters are assigned to it in PrintFleet MeterSourceDoesnt Exist The meter source does not exist in the ERP system The meter source entered for the ERP system in PrintFleet must match exactly to a meter source configured in the ERP system case sensitive Communication Error PrintFleet could not communicate with the ERP system timeout ERP system is offline etc Ensure the ERP system is online and accepting web requests Double check the system configuration to ensure the correct credentials have been added for this system AuthenticationError The credentials entered for the ERP system are incorrect Double check the system configuration to ensure the correct credentials have been added for this system 86 PrintFleet Optimizer Using PrintFleet Optimizer Table 15 Meter Export Log Result Messages Errors Result Message OtherError Cause PrintFleet did not receive a specific error message from the ERP system an unhandled exception so we log a generic error message Possible Solutions The error message returned will alwa
113. profiles can be used to configure multiple types of network scans that will run independently for example you might want different scan and transmission settings for networked and local devices Network scan settings are independent of communication settings which specify how the DCA will communicate with the central server and if and how the central server can communicate with the DCA and or a specific device on the network see Configuring communication settings on page 9 You can use profiles to configure multiple types of network scans For example you might want to scan networked devices every hour and local devices once a day these would be two different scan profiles You might also want a different scan profile for one or two high priority devices that you want to scan more frequently Depending on your environment you might have multiple uses for scan profiles or you might not need more than one When you first install the DCA you will have one scan profile called Default To create a new scan profile 1 Under the Scan tab beside Scan Profile click Add 13 Specifying which devices to scan PrintFleet Optimizer Using the Printer Data Collector Agent 2 In the New Profile dialog box enter a name to associate your new profile with and click OK 3 Configure all settings under the General Advanced and Local tabs that apply to the new profile or copy the settings from another profile 4 Click Save
114. py contains all the original PFI Software s proprietary notices and is used only for back up purposes 2 UPGRADES To Use PFI Software provided by PFI as an upgrade update or supplement collectively Upgrade End User must first be licensed for the original PFI Software identified by PFI as eligible for the Upgrade To the extent the Upgrade supersedes the original PFI Software End User may no longer use such PFI Software This EULA applies to each Upgrade 3 TRANSFER RESTRICTIONS End User may not rent lease or lend the PFI Software or Use the PFI Software for commercial timesharing or bureau use End User may not sublicense assign or otherwise transfer the PFI Software except with the consent of PFI not to be unreasonably withheld 4 PROPRIETARY RIGHTS All intellectual property rights in the Software and User Documentation are owned by PFI or its suppliers and are protected by law including applicable copyright trade secret patent and trademark laws End User will not remove any product identification copyright notice or proprietary restriction from the Software 5 LIMITATION ON REVERSE ENGINEERING End User may not reverse engineer decompile or disassemble the PFI Software except and only to the extent that the right to do so is allowed under applicable law 92 PrintFleet Optimizer 6 CONSENT TO USE OF DATA In providing service to END USER through the PRINTFLEET Web site PRINTFLEET and its PARTNER may collect and
115. r 2 Click Delete in the row of the report you want to delete 3 Click Confirm to verify that you want to delete the report Scheduled reports are configured to email to a specified recipient at predetermined intervals A scheduled report email contains the data and chart if applicable embedded in the body of the email as well as the report in a csv format attachment To create a scheduled report 1 On the Reporting menu point to Report Console and then click Create Report 2 In the Report Information area do the following e Select a report from the Report Selection list e Select other options as necessary depending on which report you have chosen This may include selecting a group customer a specific device date range etc 3 Click to select Set Up Schedule 4 Type an email subject line for the report in the Schedule Name box 5 Type in one or more email addresses for the report to be sent to in the Email address es box Multiple email addresses can be separated by commas semicolons or spaces 6 In the Start Date area type or select a start date and time for the report to begin sending 7 In the Repeat area select one of the following intervals for the report to send e Daily Type in the interval in days that you want the report to run e Weekly Type in the interval in weeks that you want the report to run and select the day of the week that you want the report to run e Monthly Type in
116. r The email address where supplies orders are sent is set at the group level for dealer and customer groups See Creating editing and deleting groups on page 62 Multiple separate orders will be generated and sent if an order is placed for multiple devices belonging to different groups with different supplies ordering email addresses Supplies orders are automatically added to the service history of each applicable device 34 PrintFleet Optimizer Using PrintFleet Optimizer To access the Supplies Order View e On the Device Views menu click Supplies Order View Widgets 15 of 208 Q supplies Order View E Change 4 Root 0 of 5663 Device Pages Last 30 days Toner Order b E Beta Customers 0 of 5455 b il Demo Group 0 of 0 KONICA MINOLTA magicolor 2530 DL 0061 424089 Black Ea G ual Widgets 15 of 208 cyn a s Magenta a a Yeow s E HP LaserJet P3005 5176 65841 Black Eas a SHARP AR M355N FE7A 59576 Black eo a TOSHIBA e STUDIO5520C 0D4C 50974 Black 5 s a Cyan eo a a Magenta s a Yeow e Xerox WorkCentre Pro 55 v1 Multifunction 41246 Black eo a a KONICA MINOLTA bizhub C351 8242 35451 Black eo E c Cyan 5 S cc Magenta sf le Yelow 8 a Canon iR C4080 62 03 2069 31628 Black e a g Cyan af le Magenta sl le Yeow s le KONICA MINOLTA bizhub C353 C703 30901 Black Em c cyan e e Magenta FEE a Yelow BS e c 15 m IM 4 Pagji jotta gt gt i Di
117. re the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Scanning Options area do one or both of the following e Click Network Devices to enable scanning of networked printing devices e Click Local Devices to enable scanning of locally connected printing devices 3 Click Save Broadcast scanning targets each IP address specified at the same time rather than in consecutive order This makes the DCA network scan faster Some networks may not allow this type of scanning for security purposes Typically this is not needed To enable broadcast scanning 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Scanning Options area click Enable Broadcast 3 Click Save Rapid Scan allows the DCA to use multithreading which significantly decreases the time it takes for the DCA to complete a network scan To enable Rapid Scan 1 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 2 Under the General tab in the Scanning Options area click Enable Rapid Scan 3 Click Save The number of threads can be controlled o
118. rmation on scan profiles see Managing scan profiles on page 13 Under the General tab in the Ranges area under Scan List click Export Save the file to the desired location To import scan range settings from a text file 1 4 Under the Scan tab make sure the correct scan profile is selected from the Scan Profile list For more information on scan profiles see Managing scan profiles on page 13 Under the General tab in the Ranges area under Scan List click Import Select and open a properly formatted text file Click Save You can also use PrintFleet Suite Pro purchased separately to determine the appropriate scan ranges prior to configuring the DCA To determine the optimal IP range settings using PrintFleet Suite Pro 1 2 3 In PrintFleet Auditor click Advance Scan Do one of the following e Ifthe location has less than 100 users click QuickScan and then click Go e If the location has 100 users or more click Custom IP Range and specify IP ranges given by the network administrator or click Fill Ranges to detect IP ranges automatically and then click Go If the scan takes less than 25 minutes and all document output devices were found you can use these settings for the DCA If the scan takes longer than 25 minutes analyze the results to determine exactly which ranges need to be scanned Do not include ranges that have no document output devices on them and only include the
119. search both 10 0 0 and HP To filter devices by managed or unmanaged status click to select Managed Unmanaged or Both default is Both For more information on managed status see Marking devices as managed unmanaged or hidden on page 74 To filter devices by networked or local status click to select Network Local or Both default is Both To filter devices by managed supplies or service status click to select the Managed Supplies and or Managed Service check box To filter devices by last active date click to select the Active within last _ days check box and enter the number of days in the box Note Device views are set to automatically filter based on last active date for a default number of days The default number is 6 days but this is can be configured by the administrator To filter devices by percent toner remaining click to select the Toner check box and then select the highest percent 31 PrintFleet Optimizer Using PrintFleet Optimizer toner remaining you want to view from the list Optionally click to select the Include unknown check box to list devices with an unknown amount of toner remaining e To filter devices by the last time supplies were ordered click to select the Last Supplies Order and then select the time interval for last supplies orders that you want to view never less than 1 week less than 2 weeks less than 3 weeks or less than 30 days ago 3 Click Apply Fi
120. side of the screen select the group that contains the devices you want to view Beside each group it will indicate how many devices reside in that group for example 5 of 15 indicates that 5 devices are in the top level of that particular group and 10 additional devices reside in subgroups of that group for a total of 15 devices 3 Use the lower toolbar to change the number of devices shown scroll through pages or refresh the data 15 v Id 4 Page 1 of2 Pb Pl amp _ Displaying 1 to 15 of 23 items Data in a device view can be filtered and sorted Filtering allows you to view a subset of the devices in the selected group Sorting allows you to view information in ascending or descending order To sort data in a device view e Click the column title you want to sort the data by and click again to toggle between ascending and descending order You can customize a default sort order for each view when creating or editing a view See Creating custom device views on page 40 To filter data in a device view 1 While on a device view click Change Filters 2 Do one or more of the following To filter devices by text string s that match all or a portion of a device name serial number asset number IP address or location click to select the Text check box and type the string in the text box Multiple search strings are separated by a space and each string will be searched individually e g 10 0 0 HP would
121. splaying 1 to 15 of 208 tems For devices that are capable of reporting specific percentage supplies levels toner level information will be displayed as a percentage For devices that are not capable of reporting specific percentage supplies levels toner level information will be displayed using the traffic light system See Understanding the Traffic Light System on page 33 Supplies can also be ordered via the Supplies Order View Later you can view previous supply orders To order supplies 1 On the Supplies Order View enter the quantity of each supply to be ordered in the Toner Order column Note If you include the Toner Order column in a custom device view you will be able to order supplies directly from that view using the same method as the Supplies Order View See Using the Supplies Order View on page 34 2 Click Order Supplies and you will be taken to the order screen 3 Verify the information in the Order Summary area is correct If it is not return to the Supplies Order View to modify the order or click Cancel Order 4 In the Complete Order area complete the following fields e Email To the email address where the order should be sent 35 Using the Maps View PrintFleet Optimizer Using PrintFleet Optimizer e Email CC the email address to be copied on the order by default the email associated with your user account e Subject the subject line of the email e Note optional n
122. splays the device name serial number asset number location count mono count color CPC mono CPC color CPC total mono CPC total color and CPC total based on a specified date range Individual CPC charges are based on inputs from the CPC Assignment screen See Assigning CPC charges on page 78 Current Meters A text report that displays the device name serial number IP address asset number all available meters standard and custom based on a specified end date and the last active date for either managed or unmanaged devices for the selected group Individual Page Count Report A graphical report that displays total page count total monochrome count and total color count for a single device over a specified time period 49 Editing and deleting reports PrintFleet Optimizer Using PrintFleet Optimizer Table 9 Description of Primary Reports Report Description Individual Toner Level Report A graphical report that displays black cyan magenta and yellow toner levels where applicable for a single device over a specified time period Individual Page amp Toner Report A graphical report that displays black pages color pages and black cyan magenta and yellow toner levels for a single device over a specified time period Individual Misc Supplies Report A graphical report that displays the level of a specified supply item i e imaging drum for a sing
123. such things as paper levels amount of memory duplex capability etc Working with the Miscellaneous tab To access miscellaneous device information e On the Device Detail view click the Miscellaneous tab This will display the Label Value and Date the information was obtained for each miscellaneous data item Supplies Meters Service BMIEMIEMCIes Model Additional Information Label Value Date DEVICEINFO_DUPLEX FALSE Feb 18 2010 07 55 10 DEVICEINFO_ENTERPRISENUMBERS 11 Noy 11 2009 07 21 54 DEVICEINFO_HOSTNAME HP7C4BE5 Nov 10 2009 09 35 19 DEVICEINFO_IMPRESSION_BASED_METERING Not Supported Nov 10 2009 09 35 19 DEVICEINFO_INSTALLDATE 20081007T1310Z22 Nov 10 2009 09 35 19 DEVICEINFO_MEMORY 34 MB Feb 18 2010 08 12 52 DEVICEINFO_SUPPLYCOUNT_BLACK 11 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_BLACK_PRINTHEAD 1 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_CYAN 7 Noy 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_CYAN_PRINTHEAD 1 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_MAGENTA 7 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_MAGENTA4_PRINTHEAD1 Nov 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_YELLOW 8 Noy 10 2009 09 35 19 DEVICEINFO_SUPPLYCOUNT_YELLOW_PRINTHEAD 1 Nov 10 2009 09 35 19 DEVICEINFO_SYSNAME HP7C4BE5 Nov 10 2009 09 35 19 DEVICEINFO_TECHNOLOGY TYPE Unknown Feb 18 2010 07 55 10 DEVICEINFO_TRAYLEVEL_UNKNOWN 1 0 150 Feb 18 2010 08 12 52 DEVICEINFO_TRAYLEVEL_UNKNOWN 2 2 250 Nov 10 2009 09 35 19 20041001 FIRMWARE_MAIN MMR
124. tab of the DCA in the Service area beside DCA Status click the Options button and select the operation you want to perform To set up the DCA as a scheduled task instead of a service you must first uninstall the DCA service and then create the DCA scheduled task To uninstall the DCA service 1 For DCA 3 x on the File menu of the DCA click Advanced Options 2 In the Service Control Main area click Uninstall PrintFleet Optimizer Using the Printer Data Collector Agent 3 Click Save and Close 4 For DCA 4 x in the Status tab click Options and select Uninstall 5 Click Save and Close To create a scheduled task for the DCA 1 Click Start click Control Panel and then double click Scheduled Tasks 2 On the File menu point to New and then click Scheduled Task 3 Replace New Task with a recognizable name for the task such as DCATask and click anywhere away from the new task icon to save the name Double click your newly created task 5 In the Task tab type the following in the Run box including the quotations C Program Files Printer DCA PrinterDCA Service exe commandline 6 Click the Schedule tab 7 In the Schedule Task list select an interval that you want the task to run 8 In the Start Time box type or select the time of day that you want the task to run 9 Click Apply 10 Type in your network login name in the Run as box 11 Type in your network password in
125. the Password box and repeat in the Confirm Password box 12 Click OK 2 4 Configuring communication settings Changing and testing the communication method and port During the DCA installation the DCA will attempt to establish basic communication with the central server using either HTTPS default or HTTP secondary Proxy settings can also be configured during installation or at any time afterwards If communication with the server is successful during installation it is not necessary to change the communication method port or proxy settings There are two methods the DCA can use to send information to the central server HTTPS and HTTP During installation the DCA will attempt to establish communication with the central server first with HTTPS port 443 and if that fails HTTP port 80 If you don t use the default port for your chosen method of communication you Using proxy settings Changing the web service timeout PrintFleet Optimizer Using the Printer Data Collector Agent will need to change this in the DCA You can change the communication method and port at any time To change the DCA communication method and port 1 Under the Communication tab of the DCA in the Communication Method area type in the protocol followed by the hostname 2 Optional only if you use a non standard port enter the port number after a colon after a hostname For example printfleet com 84 3 Click the Test but
126. the port you have selected is open on the network have the network administrator open the selected port your PrintFleet distributor has a valid SSL security certificate if you are attempting to send via HTTPS contact your distributor to check if they are having problems with their security certificate 12 PrintFleet Optimizer Using the Printer Data Collector Agent Table 3 Troubleshooting DCA Communication Problems Check if If not the DCA is successfully collecting data from the internal network by looking in the data_queue or data archive folder located in the folder where the DCA was installed if there is data in this folder the DCA is successfully collecting data the problem is not with the send method but with the collection of data on the internal network the destination URL is correct by looking in the Summary area of the Status tab in the obtain a new PIN code and reactivate the DCA See Installing and activating the DCA DCA on page 6 there are not usually problems with firewalls but ask the network administrator if there is a chance this may be the problem the network is free of firewalls 2 5 Configuring network scan settings Managing scan profiles The DCA network scan settings determine how the DCA collects information from the internal network and provides options for transmitting the information to the central server Scan
127. the recently sent alerts for all customer groups The Alerts view displays the customer name number of devices that have recent alerts and a link to view alert details for each device To view the Alerts view 1 On the Device Views menu click Alerts 39 Creating custom device views PrintFleet Optimizer Using PrintFleet Optimizer Under the Options column click Details to view the device name serial number LCD and service code status for each device with a recent alert for a particular customer Optionally to view additional information about a specific device click the device name to go to the Device Detail view See Working with the Device Detail view on page 41 An unlimited amount of custom device views can be created so that you can view the exact information you want in the way you want to view it Custom device views will be added to the Device Views menu for groups selected to have access To create a custom device view 1 2 3 On the Settings menu click Device View Manager Click New View In the Columns area click to select the data items you want included in the view In general you will want to include at least one data item that identifies a device for example device name or serial number Custom Device Fields are denoted by yellow fill Enter a title for the custom device view in the Name box From the Default Sorting lists choose a default column you want the data to
128. tination URL box If you have chosen La Crosse NextGen Web e Enter the user name in the User box and the application in the App box If you have chosen Evatic e Enter the email address that was designated for your company to export information into your Evatic system in the Email To box e Enter any email address into the Email From box e Enter any email subject line into the Subject box If you have chose PFI Export e Enter the URL of the PFI Export system in the Destination URL box Choose the field that you want devices to be automatically mapped by from the Sync By list Most commonly serial number is used and this is the default selection Optionally enter the number of days a device must have reported in to be included in the meter export in the Device Stale Days box value must be greater than 1 Click Save Meter labels used by PrintFleet software must be mapped to the meter labels used by the external ERP system For example if the meter called Total in the PrintFleet system is called Total_Count in the external ERP system this association must be defined for the meters to export properly A meter map in PrintFleet is a series of these associations applied to one or more groups and or individual devices 81 Setting up meter export schedules PrintFleet Optimizer Using PrintFleet Optimizer Multiple meter maps for one external ERP system can be created Meter maps will be applied to devices based
129. ton to verify that communication can be established with the central server You will receive either a success or failure message 4 Click Save to retain changes If you are having problems obtaining successful communication between the DCA and the central server see Troubleshooting DCA communication problems on page 12 If a network being scanned with a DCA uses a proxy server you can configure the DCA to use the proxy settings which will allow the DCA to scan the network To use a manual proxy configuration 1 Under the Communication tab of the DCA in the Proxy Configuration area click to select one of the following Use Windows proxy settings no other configuration required Use custom proxy settings or None to disable proxy settings 2 If you have selected Use custom proxy settings enter the server and port information in the Server and Port boxes respectively 3 If the proxy server requires authentication click to select the Authentication check box and then do one of the following e Click to select Default to use the authentication currently being used on the computer installed with the DCA e Click to select Custom and then enter username password and domain information in the Username Password and Domain boxes respectively or click Load Current to populate the fields with the current authentication being used by the computer installed with the DCA 4 In the Communication Method area clic
130. ttings e On the Options menu point to Language and then do one of the following e Click Windows Default to toggle using the default language for your Windows operating system e Select the appropriate language from the list The DCA has full write permissions enabled at installation but read only permissions can be set through use of a password This will prevent anyone without the password from changing any of the DCA settings To make the DCA read only 1 On the Options menu point to Read Only Mode and then click Read Only 2 In the Set Password dialog box enter the password you want to use to disable read only mode and then click OK To disable read only mode 1 Click Unlock in the lower right corner of the DCA 2 In the Enter Password dialog box enter the password currently set for read only mode and then click OK The password for read only mode can be changed during read only mode provided you have the current password To change the read only mode password 1 On the Options menu point to Read Only Mode and then click Change Password 2 In the Enter Password dialog box enter the current password for read only mode and then click OK 3 In the Set Password dialog box enter the desired new password for read only mode and then click OK 25 PrintFleet Optimizer Using the Printer Data Collector Agent 2 9 Updating the DCA software To take advantage of the latest data collection capabilities
131. u can generate Custom Reports and Executive Reports multiple reports combined into one You can also schedule reports to be sent via email PrintFleet Optimizer allows you to generate a variety of Primary Custom and Executive reports To generate a report 1 On the Reporting menu point to Report Console and then click Create Report 2 In the Report Information area do the following e Select a report from the Report Selection list e Select other options as necessary depending on which report you have chosen This may include selecting a group customer a specific device etc 3 In the Run Now area do one of the following e Selecta Start Date and End Date for the report 47 PrintFleet Optimizer Using PrintFleet Optimizer e Select a date range from the Data Range list This Month This Year or Last Month This will automatically populate the start and end dates for the report Click View Report 5 For Executive Reports navigate through each individual report by selecting a page to view from the list in the Report Viewer header The Report Viewer allows you to do various things with a generated report including e View in chart form e View in data form e Email the report e Download the report in pdf format e Download the report in csv format Report Viewer Page counts for Canon iR C3380 Feb 1 to 28 2009 Customer Widgets Inc Options Close X Data e mail demo pintiestoom Pag
132. use data and statistical information generated thereby Unless otherwise provided in a separate agreement such information shall be aggregated with data from other licensees of PRINTFLEET and its PARTNER and use and disclosure of such information shall only be done in the aggregate for statistical purposes and the information of any single licensee shall not be disclosed Information such as END USER s name address telephone number email address IP address and other personal information such as credit card numbers related to particular transactions with the PRINTFLEET site will be considered customer identifiable information and will not form part of such collected information and will be kept confidential 7 LIMITATION OF LIABILITY Notwithstanding any damages that End User might incur the entire liability of PFI and its suppliers under this EULA to the End User and End User exclusive remedy under this EULA will be limited to the greater of the amount actually paid by End User for the Product or U S 5 00 TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT WILL PFI OR ITS SUPPLIERS BE LIABLE FOR ANY SPECIAL INCIDENTAL INDIRECT OR CONSEQUENTIAL DAMAGES INCLUDING DAMAGES FOR LOST PROFITS LOST DATA BUSINESS INTERRUPTION PERSONAL INJURY OR LOSS OF PRIVACY RELATED IN ANY WAY TO THE USE OF OR INABILITY TO USE THE SOFTWARE EVEN IF PFI OR ANY SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND EVEN IF THE ABOVE REMEDY FA
133. work scan range if the network uses a Virtual Private Network VPN or has Wide Area Network WAN links If so the network timeout for the DCA should be increased to 500 1000 milliseconds if the company has multiple offices they want monitored If so a single DCA may be used if the networks are connected via a VPN however it is recommended that a DCA is installed at each location PrintFleet Optimizer Using the Printer Data Collector Agent The DCA has an easy to use installation wizard that in many cases will configure the settings you need to collect data from networked printing devices To collect data from local devices and to further configure settings you will need to open the DCA application after installation To install and activate the DCA 1 Double click the filename Printer DCA 4 x x x msi installation file 2 The Printer DCA Installation Wizard is launched Click Next to continue 3 Read through the End User License Agreement check I accept the terms in the License Agreement and select Next to continue If you do not accept the terms the installation process will not continue 4 In the Destination Folder screen either leave the default folder displayed or enter a new destination folder Click Next to continue 5 In the Ready to Install Printer DCA screen click Install to begin installation or click Cancel to exit 6 In the Completed the Printer DCA Installation Wiz
134. you want to configure device maps for 4 Do one of the following e Enter the external ERP system device ID for each device you want to map under the External ID column Depending on your system this may be a unique ID serial number asset number etc e If you are using e automate or OMD click Auto Map to automatically populate the External ID column Note This will occur automatically without having to click the Auto Map button however it can be used to force an additional sync with the external ERP system for instance if you have corrected a serial asset number in the PrintFleet system and want to immediately map the changed device 5 Click Save You can manually force a meter export to occur the next time the export process runs every 10 minutes without taking into account your permanent export schedules This allows you to test and troubleshoot a meter export configuration You should follow these steps to test and troubleshoot 1 Manually force a meter export to occur 2 Verify with the external ERP system that all desired meters have been submitted 3 If there are any meters in the external ERP system that you expected to populate but did not check the PrintFleet meter 84 PrintFleet Optimizer Using PrintFleet Optimizer export log to determine the reason that those specific meters did not export To manually force a meter export to occur 1 On the Settings menu click Meter Export 2 C
135. youts alerts assigning 56 managing 58 license keys DCA fingerprint code 89 generating 89 90 managing 88 location 34 log files deleting 24 logging in to PrintFleet Optimizer 28 M maintenance See flags See service history managed devices 74 map images accepted formats 37 delete 39 download 39 flip 39 rotate 39 upload 37 zoom 37 Maps view 36 margin 54 maximum devices DCA 6 meter export configuring external systems 80 mapping devices to external systems 84 mapping meters to external systems 81 overview 79 requirements for Digital Gateway 80 Evatic 81 La Crosse 81 OMD 81 97 result messages 85 scheduling 82 testing 84 troubleshooting 84 meters tab Device Detail View 44 yesterday 34 See also meter export See also reports model support 1 multiple subnets 6 N name template device 68 network load DCA 26 network timeout 6 new devices viewing 32 notifications alerts 56 flags 60 See also alerts See also flags O OK status 33 OMD meter export 81 Optimizer See PrintFleet Optimizer P page counts See meters page coverage data source 43 device detail 42 parts cost 54 PIN Code DCA generating 88 power usage report 50 primary reports See also reports primary reports list of 49 printers See devices PrintFleet Optimizer updating 3 using 27 See also Data Collector Agent PrintFleet Suite PRO optimizing DCA scans 5 16 profit 54 proposal formats Compass 76 cSv 76 de
136. ys be different It should be very specific to what the problem is MeterDoesntExist The meter label configured in PrintFleet for the meter mappings does not exist for this specific device in the ERP system Ensure this device in the ERP has this meter assigned to it Double check the meters mapped for this device in the PrintFleet system EquipmentDoesnt Exist A device has been configured to export from PrintFleet that does not exist in the ERP system Check the ERP system to ensure the device has been setup and has an external id assigned to it If it is setup in the ERP system double check PrintFleets device mapping and if need be apply the external id manually here NoModelAssigned No model is associated to the device in the ERP system OMD only Assign the device a model in OMD 87 PrintFleet Optimizer Using PrintFleet Optimizer Table 16 Meter Export Log Result Messages Informational Result Message Cause MeterPostSuccess The meter was posted successfully MissingRequiredMeters A required meter for a device in an ERP system was not configured in PrintFleet This is informational to let you know for the additional meter posts to be successful PrintFleet had to post this required meter e automate only MeterReadingLessThanPrevious The current meter reading in the ERP system is greater than the current PrintFleet meter reading This l

Printfleet Optimizer Manual

Contents

Download Pdf Manuals

Related Search

Related Contents