Oki C330dn PrintSuperVision 4.0 User Guide

PrintSuperVision 4.0
Enterprise and Professional Editions
Installation, Configuration
and Users Guide
V. 1.0 1 January 2014
Contents
Introduction ........................................................................................................ 6
What’s New in Version 4.0 ................................................................................... 7
Installing the Software ........................................................................................ 8
Setup and Configuration: Using the Setup Tool ................................................. 10
Selecting a Location/Language ............................................................................. 10
Selecting a PSV Edition: Features Tab .................................................................. 11
Entering a Software License Key: Enterprise Edition Only ....................................... 12
Selecting a Database: Database Tab .................................................................... 12
Assigning server memory limits to SQL server: Database Tab: ................................ 15
Database Housekeeping Features: Database Tab: ................................................... 16
Selecting a Web Server: Web Config Tab .............................................................. 17
Configuring an Internal Web Site: Web Config Tab ................................................. 18
Configuring a Public Web Site: Web Config Tab ..................................................... 19
Assigning Admin Username and Password: Administrator Tab ................................. 20
Configuring your E-mail server: Alerts Tab ............................................................ 21
Data Synchronization: Data Synch Tab .................................................................. 22
Software Registration: Registration Tab ................................................................ 24
Identifying PSV Version Numbers: Program Tab .................................................... 25
Getting Started .................................................................................................. 26
Context Sensitive Help ........................................................................................ 26
User Access ....................................................................................................... 26
Adding a User / Assigning Individual User rights: .................................................... 27
Importing a List of Users ..................................................................................... 27
Creating User Groups: ......................................................................................... 28
Changing Your Password: .................................................................................... 28
Creating / Editing Groups of Devices: .................................................................... 28
Adding/Removing a Device to/from a Group: ......................................................... 30
Adding Maps and Floor Plans to a Group ................................................................ 32
Discovering Devices ........................................................................................... 35
Configuring Timeouts .......................................................................................... 43
SNMP Discovery Delay ........................................................................................ 43
Status Icon Timeout............................................................................................ 43
Retry Interval / Retry Maximum Wait .................................................................... 43
Use DNS Addresses ............................................................................................ 43
Importing IP Addresses from a text file: Making Discovery Easier ............................ 44
Discovering Network Devices: Easy Configuration .................................................. 46
My Printers ........................................................................................................ 46
Near Me ............................................................................................................ 47
Computers with Agents ....................................................................................... 48
Status of Print Devices ........................................................................................ 49
Configuring Email Alerts .................................................................................... 52
Usage-based Alerts ............................................................................................. 53
Status-based Alerts: ........................................................................................... 54
Configuring an Email Server for Alerts: ................................................................. 56
Testing The Email Alert Configuration: .................................................................. 58
Configuring Status Events: .................................................................................. 58
Customizing Status Codes: .................................................................................. 60
Processing Alerts /Generating Alert Logs: .............................................................. 61
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Processing Alerts: Setting the Data Collection Interval ........................................... 63
Configuring Print Devices Remotely .................................................................. 64
Configuration: Behind the Scenes: ....................................................................... 64
Configuring Individual devices:............................................................................. 65
Configuration Requirement: Device Web Password................................................. 66
Obtaining Current Configuration Values from each Device: ...................................... 67
Configuring Several Devices at Once: .................................................................... 69
Saving Attributes to the PSV Database: ................................................................. 69
Set Values from Attributes ................................................................................... 71
SNMP Test Connection Checkbox: ......................................................................... 72
Exporting / Importing Configuration Data: ............................................................. 73
Sample Configuration Exercise: ............................................................................ 75
Configuring Email Address Book and Fax Phone Book .............................................. 76
Exporting / Importing Email Address Book and Fax Phone Book values...................... 77
Configuring Scan Profiles: .................................................................................... 78
Getting and Setting a Scan Profile to one MFP device: ............................................. 80
Configuring Scan profiles to several devices:.......................................................... 81
Editing Common Scan Profiles and Attributes ......................................................... 84
Exporting / Importing Scan Profiles from CSV: ....................................................... 85
Configuring MFP Devices ................................................................................... 89
Scan Profiles: ..................................................................................................... 89
Using PSV to Configure MFP Devices: .................................................................... 91
Interactive Configuring of Scan Profiles ................................................................. 91
Adding a Scan Profile .......................................................................................... 91
Editing and Deleting a Scan Profile........................................................................ 92
Scan Destination: Share Folder or a Server: .......................................................... 92
Using Scan Templates: ........................................................................................ 93
Adding a New Scan Template: .............................................................................. 93
Editing Scan Templates: ...................................................................................... 93
Applying Scan Templates ..................................................................................... 94
Hierarchy of Group Templates .............................................................................. 94
Using PSV “Attributes” to Customize Scan Templates: ............................................. 95
Date/Time and Document Number in Filename: ..................................................... 96
Show State: ....................................................................................................... 96
Show Logs ......................................................................................................... 97
Using a Scan Profile from the MFP device’s Control Panel ......................................... 97
Group Configuration .......................................................................................... 99
Configuring Static IP Address .......................................................................... 100
Configure Static IP Address: .............................................................................. 100
Getting Prepared: ............................................................................................. 102
Preparing the CSV file: ...................................................................................... 102
Importing a CSV file to create Subnets in PSV: ..................................................... 103
Discover printers in the subnets: ........................................................................ 104
Configuring PSV for IP Address Configuration ....................................................... 104
Configure Supported Printers from all subnets in database: ................................... 105
Discover single subnet: ..................................................................................... 107
Configure Dynamic IP ....................................................................................... 109
Configuring Static IP Addresses: ......................................................................... 110
Enabling “Configure Static IP Address” in Public Web Site using PSV Setup tool:....... 111
Configure One: Gateway, Subnet ....................................................................... 112
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Fix Many: Gateway, Subnet ............................................................................... 114
Supplies Ordering ............................................................................................ 116
Searching for a supply item ............................................................................... 117
Items for Local Printers: .................................................................................... 117
Customizing Supplies Orders .............................................................................. 117
Configuring the Supplies List .............................................................................. 119
Enabling / Disabling Online Supplies Ordering: ..................................................... 119
Editing the Supplies List: ................................................................................... 119
Selecting an Alternative Supplies List .................................................................. 121
Disabling Supplies Ordering: .............................................................................. 121
Supplies Ordering Calendar: .............................................................................. 122
Reporting ........................................................................................................ 123
Available Reports: ............................................................................................ 123
Configuring Report Properties: ........................................................................... 124
Printing Report: ................................................................................................ 125
Low Supplies Report ......................................................................................... 128
Toner Changes Report ....................................................................................... 130
Supplies Usage Report ...................................................................................... 132
Printed Pages Report ......................................................................................... 137
Exporting Device Properties and Attributes Report ................................................ 138
Usage Report ................................................................................................... 139
Windows Print Job Logs ..................................................................................... 141
Printers Log Report ........................................................................................... 142
Device Job Logs Report ..................................................................................... 145
Meter Reading Report ....................................................................................... 147
Print Accounting .............................................................................................. 149
Main Elements of the System ............................................................................. 149
Workflow ......................................................................................................... 150
Configuring PSV Server Accounting ..................................................................... 150
Options => Users ............................................................................................. 151
Accounting => Accounting Options ..................................................................... 151
Accounting => Directory Users .......................................................................... 152
Adding new Directory Users ............................................................................... 153
Sync with Active Directory ................................................................................. 153
Import from a CSV File ...................................................................................... 154
Manually Adding Users ...................................................................................... 154
Accounting => Managed Print Devices ................................................................ 155
Accounting => Device Job Accounting Logs ......................................................... 160
Accounting => Directory Printers ....................................................................... 162
Accounting => Print Usage Report ...................................................................... 163
Services => Data Synchronization ...................................................................... 163
Managed Device Data Synchronization ................................................................ 163
User Info from Active Directory .......................................................................... 165
Services => Print Agents ................................................................................... 166
Options => Features Access Rights ..................................................................... 167
Adding Device Attribute Data .......................................................................... 168
Monitoring Locally Connected Devices ............................................................. 170
Introduction to PSV Agent ................................................................................. 170
Main Features .................................................................................................. 170
PSV USB Agent Installation ................................................................................ 170
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Configuring PSV USB Agent ............................................................................... 172
Options Tab ..................................................................................................... 172
Service Tab...................................................................................................... 173
About Tab ........................................................................................................ 174
Installing PSV USB Agent From a Command Line .................................................. 174
Uninstalling PSV USB Agent ............................................................................... 175
Installing the PSV Agent Using PSV Director: Option 2 ......................................... 175
PSV Assistant ................................................................................................... 178
Performing Day to Day Tasks ........................................................................... 182
Viewing Device Status ....................................................................................... 182
Quick Search ................................................................................................... 183
Changing the Device Properties Displayed ........................................................... 183
Additional Configuration Settings ........................................................................ 185
Changing Languages ......................................................................................... 187
Downloading Oki Drivers ................................................................................... 187
Sending Files / Updating Firmware from PSV .................................................. 188
Firmware Upload .............................................................................................. 190
Configure Options ............................................................................................. 190
Firmware Upgrade ............................................................................................ 192
Multi File Printing Log ........................................................................................ 192
Creating a Maintenance Log / Managing Supplies Inventory ........................... 195
Public Web Services ........................................................................................ 197
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Introduction
PrintSuperVision (referred to as PSV throughout this document) is a Windows server application designed for managing and monitoring printing and copying devices. The core application is server–based and is accessible from any browser enabled device connected to a network. Popular browsers supported include Internet Explorer, Firefox, Chrome and Safari.
The application is available in two editions: Professional Edition and Enterprise Edition.
The Professional Edition is a subset of the Enterprise edition and shares the same menu structure and many of the same features. Notations will be made throughout this document to indicate differences between the Enterprise and Professional Editions.
One notable feature in the Professional Edition that does not exist in the Enterprise Edition is the Single-user Easy Configuration option. The Single-user option can be installed in a non-server configuration on network-connected laptops and desktops.
The Single-user Easy Configuration option allows users to check status of supply levels, monitor consumable life remaining and collect printed page counts while providing the ability to order supplies on line. The easy configuration option is designed for very small offices and does not support the automatic delivery of device Alerts through email.
Some of the common features of both PSV Professional and PSV Enterprise Editions include:
Discovers and configures devices Helps pinpoint devices on the network Assists in remote trouble shooting Automatically identifies device status and emails alerts Produces reports and automatically delivers them via email On-line supplies and consumable ordering (configurable by region) Manage devices including detailed job accounting reports Monitor locally connected OKI devices with PSV Agent, PSV Assistant
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What’s New in Version 4.0
Perhaps the most important enhancement in version 4.0 Enterprise Edition is the accounting features that help manage Oki devices. When configured, this feature collects detailed user and device job accounting data and provides reports. Using this feature, print quotas can be set for users and enforced on the device. Users can now be managed by synchronizing the list of users with Active Directory.
Several other noteworthy enhancements have been made to both PSV Pro and PSV Enterprise Editions in version 4.0 and include:
Windows 8 and Windows Server 2012 support added Support for SQL Server 2008 Express R2 and SQL Server 2012 Express has been
added, allowing up to 10 GB of database storage.
“Device Job Logs” enhanced to show print job data for selected devices Enhanced the file download feature to support remote firmware installation in
Enterprise Edition
“Configure Print Devices” feature in Enterprise Edition allows remote configuration
of a fleet of similar printing devices. The desired printer properties can be configured in a CSV file and imported to PSV and the changes applied to the devices.
“Configure MFP Devices” feature in Enterprise Edition allows automation of scan
profiles, scan templates for select OKI printing devices
“Low Supplies Report” helps in replenishing the consumables of devices that are
running low
“Printing Report” in Enterprise Edition provides the number of color and mono
pages printed, and shows daily/monthly usage
Supplies Forecast Report added to provide a summary of projected consumables
replenishment within 90 days
SNMP Community Name supported for discovering devices. SNMP delay option is
added to allow discovering all devices in a slow network.
Enhancements to the User Interface to support better access from iPhone, iPad
browsers – changes made for easier navigation in those devices
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Installing the Software
PSV Professional and Enterprise Editions are available from www.okidata.com at http://www.okidata.com/printsupervision-downloads-and-faq.
Both Enterprise and Professional editions downloaded from the web include the PSV Server application. PSV Enterprise also includes the PSV Director application described later. The PSV Agent and PSV Assistant applications are available as separate downloads from the web and operates only with PSV Enterprise.
During installation, PSV checks the target server to see if .NET 2.0 (or above) is installed. If the .NET platform is not detected, PSV will link the user to the Microsoft website to download and install the .NET software. PSV also provides the option to download and install Microsoft’s free versions of SQL databases such as the Express Edition and Compact Edition.
To install PrintSuperVision, locate the executable file that was downloaded from the Oki website, and click on it. A standard licensing agreement is displayed. If you agree with the license agreement, click Next.
Both editions allow you to select the desired components to install. The following dialog box displays the options that can be installed in the Enterprise Edition. Fewer choices are available from the same dialog box when installing the Professional edition.
An application called PSV Director can be installed along with the core server (web) application and other options. PSV Director provides Windows domain administrators the ability to remotely install, upgrade, uninstall, monitor, and configure the PSV Agent (which is a separate download).
The Director can also collect information about printer queues, drivers, and ports on either a single computer or all computers in a domain. PSV Director will be discussed in more
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detail in the Monitoring Locally Connected Devices section. Click the PSV Director check box if you wish to install that module.
Note: When PSV Director is installed, you can find it later by clicking Start /All Programs /PrintSuperVision. It is not accessible from the setup wizard discussed in
the following section.
You also have the option to install free versions of SQL Express or SQL Compact Editions which PSV uses to collect device information and subsequently to run reports.
If you do not install SQL Express or SQL Compact edition you will still be able to use PSV’s built-in Microsoft Access database but it is limited in storage capacity, so if you are monitoring a large fleet we suggest using SQL Compact, SQL Express or a purchased version of SQL.
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Setup and Configuration: Using the Setup Tool
Immediately following installation, the PSV setup tool (wizard) is launched. Follow the step by step process to configure PrintSuperVision. Keep in mind that many of the configuration options are also available from within the PSV server application so it is not imperative to complete all configuration settings during the initial setup process.
You may also return to the PSV Setup Tool at any time. It is available from the Windows Start menu by clicking All Programs / PrintSuperVision / PrintSuperVision Setup.
Note: Certain changes using the PSV setup tool can only be made when the web application and PSV Engine services are not running. For example, in order to change the web server component from “embedded” to “IIS”, the web service application must not be running.
Selecting a Location/Language
The PSV setup tool launches directly into the Locale tab and displays the Region/ Language selection screen first.
1. Select a default region / language for all users
2. Click Apply and Next
Each user can later change his/her language preference directly from the application. Use caution however when selecting the desired language since it is changed as soon as the user clicks “Apply”.
Note: The region/language selected effects enabling or disabling the On-Line supplies ordering feature in PSV. Selecting “North and South America region will enable the On­Line ordering feature. Selecting any other region disables the ability to order supplies on­line from links that appear within the application.
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Selecting a PSV Edition: Features Tab
After choosing a language and clicking Next you will be prompted to select the PSV edition that you would like to use.
If you installed the Enterprise Edition you are offered the choice to install either the Enterprise or Professional Edition (but not the single-user Easy edition).
Select the desired PSV configuration, Click Apply and Next.
If you installed the Professional edition you have the choice of selecting the Single-user “Easy” edition or the standard server-based Professional edition. Select the appropriate configuration and click Apply and then Next.
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Entering a Software License Key: Enterprise Edition Only
If you selected the Enterprise Edition you will be prompted to enter a valid license key.
Keys can be requested from Oki Data Customer Support via email at psvlicensekey@okidata.com or by calling 800-okidata.
Enter a valid license key and Click OK
Selecting a Database: Database Tab
The next step is to select the type of database you would like to use with PrintSupervision. As mentioned previously, both editions of PrintSuperVision utilize a built-in Microsoft Access database, but you may choose other options as well.
If you do not wish to use the built-in Access database, PSV allows you to select SQL Compact Edition (in the Pro edition) as well as SQL Server Express in the Enterprise edition. Both versions of SQL were provided as optional choices when installing PSV Enterprise.
While in the Database tab, Click the Setup tab and select the desired database from the dropdown menu.
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Note: The previous Screen shot is from PSV Enterprise. PSV Professional does not provide the option to enter a name for the server or database.
Also note that the SQL Server Tab is dynamic and will only appear if you have a full version or express version of SQL server installed on the server/computer.
Click Apply, and the following options are presented:
Please note that even if you already have a compatible database such as SQL Compact Edition installed on your server, you still must complete the following steps to “create” it so that PSV knows where to save data.
Click one of the following options:
Migrate: Migrates your current database to a new one Change: Switches to an existing database Create: Creates a new database
For new PSV Installations click Create which creates a new (empty) database.
To switch to an existing database without saving any previous data click Change.
To create a new database and copy existing data to the new database click Migrate.
Click Start to process the database selection and click OK when the operation is complete.
To restore PSV database generated by another instance of PSV, use the Restore option if the database is SQL Express.
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If the requirement is to switch to a SQL server from SQL Express – when the database size exceeds the SQL Express limit – the following steps are recommended:
Copy the SQL database to the SQL server Ensure that SQL authentication is used and not Windows authentication if the
database is located in another computer
Run PSV Setup utility, and in the database tab, enter the name of the SQL server
and the database name
Click Apply to save the changes The pop up screen with the 3 options – Create, Change, Migrate – will appear.
Select Change.
Note that if SQL server is used, to backup and restore the PSV database, use the
SQL management tools such as SQL Server Management Studio.
Notice in the Enterprise Edition (not available in Pro) that you may also test the connection to the server and enter a new name for the server if you selected SQL Server Express or another SQL database such SQL 2000, 2005, 2008, 2012 that have already been installed on the server.
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Assigning server memory limits to SQL server: Database Tab:
If the server you are installing PSV on already has a full version (or express version) of SQL installed, the SQL Server tab will appear in the Database section.
This tab allows you to assign a maximum amount of memory that SQL can use and may prevent SQL from consuming a significant part of your server’s memory.
To check the amount of memory (RAM) that SQL is currently using, click the Get button. A numeric value will be displayed. To allocate a larger or smaller amount of RAM to the database application, type in an amount (in megabytes) in the Max Memory field and click the Set button.
You may also click the Properties button to see the accumulated size of your database files.
Note: The SQL Server tab is not available in the PSV Pro edition
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Database Housekeeping Features: Database Tab:
While in the database section, you may also click the Data Tab for several other database
“housekeeping” options such as backing up and restoring a database, exporting data, erasing, copying, and trimming data from an existing database.
A noteworthy feature in the Data section is the Read Only Mode.
By checking the Read Only Mode box it prevents PSV from discovering devices. This is particularly useful when a device database has been imported for diagnostic purposes and you do not want PSV to discover those devices. But use caution and do not check the Read Only Mode box for normal operation.
Perform the desired functions and click Next to move to the next setup module.
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Selecting a Web Server: Web Config Tab
PSV supports both Microsoft IIS web server and/or an Embedded Web Server that is packaged with the PSV application. It is strongly recommended to use IIS if you will be monitoring large networks with hundreds or thousands of devices. The embedded server provides the same functionality as IIS but performance can be affected when using it in large network installations.
If IIS is not installed on the target server/computer, it will not be visible in the Web Server drop down box displayed below.
Select the desired web server from the drop down box and click Apply.
The server status box indicates whether the service is running, you also have the ability to start it or stop it. Additionally there is an option to select how the web server should start: automatically, manually or disabled. Make the desired settings and click Apply.
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Configuring an Internal Web Site: Web Config Tab
PSV provides an option to select a pre-defined web site rather than using the default web site. When multiple web sites are created and configured in IIS, the website names will appear in the website selection drop down box. Select the appropriate web site or use the default if no web sites have been previously configured.
PSV also provides the option to use a unique virtual directory name or use the default name, which is configured as "PrintSuperVision".
The Authentication option eliminates the need for an Admin to log in to PSV if they have previously been authenticated on their domain. Select Windows Integrated Authentication to take advantage of this time saving feature.
To require Admin log-in every time, keep the default setting which is PrintSupervision Authentication.
Click Apply to save changes.
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Configuring a Public Web Site: Web Config Tab
The Public Web Site tab is only supported in PSV Enterprise edition and will appear only if IIS is selected as the web server.
The Public Web Site feature allows you to create an intranet or internet site that can receive data from multiple PSV server sites or from multiple PSV Agents. This can be particularly helpful in retrieving device page counts and other supply status information from one designated site rather than requiring users to access multiple PSV server sites.
An additional feature in PSV v4.0 allows you to change IP address configurations (on Oki Devices only) from dynamic to static by using an intranet web page without the need to access the core PSV server application. In this scenario, a technician, who does not have PSV Admin rights can simply access an intranet web page rather than having to run a standalone utility.
You must create the intranet web page by adding a Virtual Directory prior to entering the virtual directory name and/or selecting the Configure Static IP Address check box in the setup routine. A new virtual directory can be created from the IIS section in your OS.
Note: This feature is intended for Intranet usage only, so if the PSV public website is configured for public internet, the check box should not be selected.
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Assigning Admin Username and Password: Administrator Tab
Newly installed versions of PSV come with a single user account called “Admin” which has all Administrator Access rights. It is strongly recommended to enter a new Username and Password for the global Administrator.
The Global Administrator can later add other administrators or standard users from within the application.
Click Apply after a new username and password have been created. The Global administrator can reset the login password using the Setup utility.
If you selected Windows Integrated Authentication mode described in the last section, the following screen will be displayed just for verification.
Click Next to go to the next setup module.
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Configuring your E-mail server: Alerts Tab
In order for PSV to send out device related alerts via email, you must first enter the necessary information such as the address of your email server, username, password, the email address of the recipient, etc.
Enter the desired Email Server Address and SMTP server port (default port number is 25 and 456 or 587 if using SSL/ TLS).
Select the appropriate email sending method. PSV provides 4 methods that define how the email message is sent:
Method 1 – This is the Default setting. It uses a SMTP library from IP Works Method 2 – Permits streaming. Emails are sent without buffering once the
connection is established
Method 3 – Uses Webmail library from .NET 1.1 Method 4 – Content of email is saved as a file attached to an email message
Method 1 is recommended, but you may try methods 2, 3 and 4 if emails are not successfully sent using the default setting.
If your email server requires authentication, indicate the appropriate username and password in the fields provided. Click the TLS / SSL checkbox if your organization uses these communication protocols.
Enter the email address of the recipient in the Admin Email field.
As an added convenience, PSV allows you customize the header and subject line of all email messages sent. Add the desired words to the “Email From” and “Email Subject” fields or keep the defaults which are PrintSuperVision and Alerts.
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Indicate the interval time (in minutes) for PSV to wait to obtain device status. Set to a larger number if network traffic is a concern. Set to a smaller number if you would like more frequent updates reported from your print/copy devices.
Finally, another added convenience allows you to start and stop the PrintSuperVision Service from the set up menu and select whether the PSV Services should start automatically, manually or are disabled.
You can test the email connection by clicking the Test button (located next to the Admin Email field). PSV will attempt to send an email message to the address you specified.
If an email is received successfully, click Apply to save your settings and click Next to go to the next setup module.
Data Synchronization: Data Synch Tab
Making configuration settings in the Data Sync section are only required when multiple PSV servers are installed and are configured to communicate with each other.
Disregard this section and click Next if you have a single PSV server /site that does not communicate with any other PSV server.
Note: PSV Enterprise Edition can receive and send data while PSV Professional Edition can only send data, therefore an Enterprise Edition must be designated as a receiving site.
Each PSV Enterprise server (site) can send and receive data which can help streamline the reporting process by collecting and saving data in one central location. Thus an admin may run reports from other PSV sites while being logged into one server designated as the “receiving site”.
To receive data from other PSV sites, simply enter the name of the receiving PSV site in the “Local Site Name” field. If no data will be sent from the receiving hub PSV site, leave the Send Data to URL field blank.
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It is important that the Local Site Name is specified. If a name is not entered, data will not be sent during data synchronization.
Each remote PSV site must also be configured to send data to the central hub PSV receiving site. To do that, you must log into each remote PSV site, assign a local site name as we just did, and indicate the address / URL of the receiving PSV site in the Send Data to URL field.
The data synch feature also allows you to specify a proxy server should one be required to connect to the PSV receiver site.
Keep the default setting checked Use IE Connection Settings” if you would like the proxy configuration to be fetched from the current user’s Internet Explorer configuration. Otherwise, check the Use Proxy Server box and enter the appropriate proxy address and port number.
Click Apply to save changes.
To schedule how often data synchronization should take place among PSV sites, click the Schedule tab and enter the appropriate time and interval.
If no interval values are entered, PSV assigns a default value of 1 hour. The minimum value is 1 hour and the maximum interval value is 24 hours.
Click Apply to save changes and click Next to proceed to the next section
Note: The ability to configure the Data Synchronization feature is also available from within the PSV application and will be discussed later in this guide.
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Software Registration: Registration Tab
You can register your new PrintSuperVision software with Oki Data Americas on-line by clicking the Register button.
Registering your name and email address with Oki Data will help us keep you informed of new product releases and PSV related information. All registration information supplied is kept in strict confidence.
Select the appropriate language / location to register. Enter your user information including your email address and click Save.
A validation email will be sent to the email address indicated. Click the validation link in the email message when you receive it and your information will be registered.
Back to the registration Process: If the PSV Setup tool is still running, click on the PSV Setup tool icon in the tool bar to return to the Setup process. Click Next to go to the next setup module.
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Identifying PSV Version Numbers: Program Tab
The Program tab is provided as a means to quickly identify the version numbers of each major component in PrintSuperVision.
Click the Readme button to view the PSV Readme file, or
Click Back to return to a previous section, or
Click Run to complete the setup process and begin using the PSV application.
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Getting Started
Now that you have installed and initially configured PrintSuperVision, you may use any browser-enabled computer or device connected to your network to access the PSV application.
Open your browser and type the IP address of the PSV server followed by /printsupervision. For example: http://12.34.56.78/printsupervision
If you are the Global Administrator or have Admin rights, click Login, and type your user name and password. If you have not changed the login username and password, the default is admin and password.
Context Sensitive Help
Throughout the PrintSuperVision application, help is just a click away. For context sensitive help, click the icon located in the upper right corner (next to the printer icon)
on every page.
User Access
One of the first things to determine is the level of access rights to assign to each user. There are 3 ways a user can access the PSV application from any browser:
Without Logging into PSV Logging in as a User Logging in as an Administrator
Be aware that certain menu options are only available to users with Admin rights that have logged into PSV. For example, in the following screenshot the user is not logged in:
In this example a user is logged in as an Administrator
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If a user does not log in, the areas that are not accessible are Services, Reports, and Accounting and the following functionality will not be available
Cannot view, add, or configure Alerts Cannot generate any type of report or configure email sending Cannot add or delete devices or users Cannot access accounting options including setting quota, obtaining device job logs
Adding a User / Assigning Individual User rights:
To add an individual user to the system:
1. Select Options from the main menu
2. Click Users from the drop down box
3. Click the Add User button and fill in the user’s information. Make sure that you
include a password that contains at least 6 digits.
4. Before clicking Save, assign the appropriate user rights by Selecting
Administrator from the Add to Group drop-down box or leave it blank for Standard User rights.
5. Click Save
A list of users will be displayed. Notice that individuals with Admin rights are displayed with a red line under the icon while those with Standard User rights are displayed with a blue line under the icon.
Note: User attributes can be changed at any time by clicking the icon in the Edit column and entering new information.
Importing a List of Users
It may also be helpful to take advantage of the Import Users feature to save time. You can import users into the application from a text file using a comma separated format. The fields available for data import are the same fields listed in the Add User section.
Fields cannot be left empty with the exception of Password. If passwords are not supplied in the text file, PSV will set it to the word “password” by default.
To import a list of users:
1. From the main menu click Options
2. Select Users
3. Select the Import Users button
4. Specify the text file location or click Browse to locate the file
5. Click the Import Users button.
PSV will add users one by one into the application. When complete, the number of users imported successfully will be displayed as well as details of any errors that may have occurred.
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Creating User Groups:
In large organizations it may be helpful to organize users into groups based on admin status, user status or by any number of criteria. This feature should not be confused with creating groups of print devices which is also possible in PSV and described in the next section.
To create a group of users:
1. Click your browser’s back button or select Options from the main menu
2. Select User from the drop down box.
3. Click the User Groups button
4. Click the Add User Group button
5. Enter a name for the user group
6. Click Save. A list of groups will be displayed.
You will notice that the new group name is automatically added to the Add to Group drop down menu when adding an individual user.
For convenience, the All Users button has been provided in the User Groups area to help identify if an individual has been assigned to a group.
Changing Your Password:
1. Select Options from the main menu
2. Click Change Password
3. Enter your current password, then enter your new password and confirm the new
password by typing it again
4. Click Change to save new password
Creating / Editing Groups of Devices:
Before discovering the devices on your network, it may be beneficial to organize them into logical groups in order to monitor and manage them in an efficient manner.
A Group can have attributes assigned to it such as location, contact person, SNMP
community and even images of maps and floor plans which are used to quickly locate individual devices
Groups can be arranged in a hierarchy where a “parent group” can contain sub
groups. A device can also be a member of more than one group
You can assign a subnet or a range of IP addresses (for discovery purposes) to a
group, and as an added convenience, a link to the discovery screen is provided when groups are displayed.
To create or edit a Group:
1. Click Printers from the main menu and Printer Groups, Maps from the drop down
menu to view a list of groups already created.
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2. Click the Add Group/Map button to create a new group of devices
3. Assign a Parent group, a group name, location, contact person responsible for the
group, a map or floor plan and the SNMP community name. If Model Names are entered in the Models in Group field, the group will be populated with the model names that match. Whenever a new device is discovered or added to PSV that matches the model name, that device will be added to the group.
4. Click the Save button
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Adding/Removing a Device to/from a Group:
To add a device to an existing Group
1. Click Printers from the main menu and Printer Groups, Maps from the drop down
menu view a list of groups already created
2. Click Edit in the Edit Column of the group you wish to modify.
3. Click Add Printer
4. Select the appropriate device from the Printer drop down menu and click Save
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