Oki ES3640E User Manual

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Copyright Information

Document Name

ES3640e MFP Utilities Guide P/N 59376601 Revision 1.0 June, 2005

Disclaimer

Copyright Information

Copyright © 2005. All rights reserved. Written and produced by the Oki Data Training and Publications Department
http://my.okidata.com.
As an E
NERGY STAR
®
Program Participant, the manufacturer has determined that this product meets the E
NERGY STAR guidelines for energy
efficiency.ENE_crt_b_p.jpg
This product complies with the requirements of the
Council Directives 89/336/EEC (EMC) and 73/23/EEC (LVD) as amended where applicable on the approximation of the laws of the member states relating to electromagnetic compatibility and low voltage.

Trademark Information

Oki and Microline are registered trademarks of Oki Electric Industry Company Ltd.
E
NERGY STAR is a registered trademark of the United States
Environmental Protection Agency. Hewlett-Packard, HP, and LaserJet are registered trademarks of Hewlett-Packard Company. Microsoft, MS-DOS and Windows are registered trademarks of Microsoft Corporation. Apple, Macintosh and Mac OS are registered trademarks of Apple Computers Inc. Other product names and brand names are registered trademarks or trademarks of their proprietors.
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Contents

Utilities...................................................................... 4
General Information ........................................................... 4
Descriptions of Utilities ....................................................... 5
Installing the Utilities........................................................ 10
Color Swatch Utility.......................................................... 13
LPR Utility ....................................................................... 17
Network Extensions.......................................................... 19
OKI Admin Manager Utility ................................................ 23
PDF Direct Print Utility ...................................................... 24
Print Job Accounting Utility................................................ 27
PrintSuperVision .............................................................124
Storage Device Manager ..................................................128
Web Installer..................................................................176
Fiery Color Files ..............................................................177
Fiery ColorWise Pro Tools.................................................178
Fiery Command Workstation.............................................179
Fiery Downloader............................................................180
Fiery Hot Folders.............................................................181
Fiery Mail Port ................................................................182
Fiery Printer Delete .........................................................183
Fiery Remote Scan ..........................................................184
ICC Profiles ....................................................................185
Index..................................................................... 186
ES3640e MFP Utilities Guide
Contents • 3
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Utilities

General Information

Below is a list of all available utilities.
Following the list is a brief description of each utility.
The utilities you can use vary according to your computer platform.
There are two types of utilities:
• Non-Fiery Utilities: available via CD1.
• Fiery Utilities: available via CD2.

Non-Fiery Utilities

1. Color Swatch Utility: see page 13
2. LPR Utility: see page 17
3. Network Extensions: see page 19
4. OKI Admin Manager Utility: see page 23
5. PDF Direct Print Utility: see page 24
6. Print Job Accounting Utility: see page 27
7. PrintSuperVision: see page 124
8. Storage Device Manager: see page 128
9. Web Installer: see page 176

Fiery Utilities

1. Fiery Color Files: see page 177
2. Fiery ColorWise Pro Tools: see page 178
3. Fiery Command Workstation: see page 179
4. Fiery Downloader: see page 180
5. Fiery Hot Folders: see page 181
6. Fiery Mail Port: see page 182
7. Fiery Printer Delete: see page 183
8. Fiery Remote Scan: see page 184
9. ICC Profiles: see page 185
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Descriptions of Utilities

Non-Fiery Utilities

1. Color Swatch Utility This utility allows you to print color samples or swatches on your
color printer. The swatches are used with your software program to select and reproduce color accurately. The swatches represent selected samples of the your printer's color palette and can be used to find the desired colors for your printed documents.
See “Color Swatch Utility” on page 13.
2. LPR Utility The LPR Utility allows you to print directly to a printer on the
network without a print server. It creates a Printer Port, and installs a pop-up status box so you can monitor printer status.
The LPR Utility operates in Windows Me/98, Windows NT 4.0, Windows 2000, and Windows XP operating systems.
See “LPR Utility” on page 17.
3. Network Extensions This utility allows you to view (but not change) the status of the
following on the
• paper trays installed and the media assigned to them.
• total size and percentage used of disk/memory.
• percentage of toner remaining.
See “Network Extensions” on page 19.
Status tab:
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4. OKI Admin Manager Utility This utility provides an easy way to configure your printer on a
network.
See the online Configurator’s Guide for details on how to use this utility. The Configurator’s Guide is online and may be found on the CDs shipped with your printer.
5. PDF Direct Print Utility This utility allows you to send a selected PDF file directly to the
printer.
This is faster and easier than printing through Adobe Acrobat.
PDF Direct Print also lets you set paper source, copies, 2-sided printing, print page range and other settings.
See “PDF Direct Print Utility” on page 24.
6. Print Job Accounting Utility The Print Job Accounting software, designed specifically for Oki Data printers in a network environment, provides job accounting
features that allow you to track printer usage, calculate printing costs, and specify access available to each client (user).
See “Print Job Accounting Utility” on page 27.
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7. PrintSuperVision PrintSuperVision is a web-based application for managing
printing devices connected to a network. PrintSuperVision provides access to networked printer data for monitoring, reporting and managing networked printers. It provides a full range of management functions for Oki Data printers, and for other brands of printers as well.
See “PrintSuperVision” on page 124.
8. Storage Device Manager This utility allows you to manage the printer’s internal flash
memory and hard disk drive. It also lets you download files, overlays, etc. to the internal memory and hard disk drive.
See “Storage Device Manager” on page 128.
9. Web Installer This utility is a web-based application. It automates tasks for a
network administrator.
• Discovering printers connected to a TCP/IP network
• Displaying discovered printers on a web page
• Sending users e-mail notification of the URL that permits the downloading of printer driver installation programs for discovered printers.
Administrators can use this utility to manage printers and users organized in groups, such as departments or floors.
See “Web Installer” on page 176.
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Fiery Utilities

1. Fiery Color Files These are additional files available via CD2. You copy them from
CD2 to your hard disk. Many of the files are PostScript files you can download and print using Fiery Downloader.
See “Fiery Color Files” on page 177 and the on-line EFI Software Installation Guide, Chapter 1, Installing color files from the User Software CD (CD2).
2. Fiery ColorWise Pro Tools This utility is the color management system built into the Fiery.
It is designed to provide both casual and expert users with the best color output for a variety of purposes.
See “Fiery ColorWise Pro Tools” on page 178 and the on-line EFI Color Guide.
3. Fiery Command Workstation This utility provides graphical means to monitor, preview, and
manage jobs on one or more Fiery servers. You can hide or rearrange the components in the interface to create custom layouts that meet your job management needs.
See “Fiery Command Workstation” on page 179 and the on-line EFI Job Management Guide, Chapter 2.
4. Fiery Downloader This utility allows you to send PostScript (PS), Encapsulated
PostScript (EPS), Tagged Image FIle Format (TIFF), and Portable Document Format (PDF) files directly to the Fiery without using the application in which they were created. It also allows you to manage printer fonts on the Fiery.
See “Fiery Downloader” on page 180 and the online EFI Printing Guide, Chapter 4.
5. Fiery Hot Folders This utility allows you to store and reuse frequently used print
options when printing PostScript and PDF files on the Fiery.
This utility is only available for GA models. It is not compatible with standard models.
See “Fiery Hot Folders” on page 181 and the online EFI Printing Guide, Chapter 6.
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6. Fiery Mail Port This utility provides a method to print and control the MFP
remotely. Jobs are sent to the printer in the form of e-mail attachments.
See “Fiery Mail Port” on page 182 and the online EFI Software Installation Guide, Chapter 1, Installing the EFI Fiery Mail Port section.
7. Fiery Printer Delete This utility allows you to delete drivers.
See “Fiery Printer Delete” on page 183.
8. Fiery Remote Scan The Fiery Remote Scan Utility allows you to manage files
scanned at the MFP. You use the client software installed on your computer.
See “Fiery Remote Scan” on page 184.
9. ICC Profiles The ICC Profiles provided with your printer allow you to match
what you see on screen to what you see on your printed output. The profiles are customized for your Oki Data printer. You may use the profiles when you use the ColorWise Pro Tools. You may also use the profiles with applications that support ICC standards.
See “ICC Profiles” on page 185, the on-line EFI Software Installation Guide, Chapter 1, Installing the ICC profiles . . . sections, and the online EFI Color Guide, Chapter 1.
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Installing the Utilities

Non-Fiery

Windows
Load the utilities from the Menu Installer located on CD1.
Mac OS 9.x
Important!
These Utilities are unavailable for Mac OS 10.x.
1. Insert CD1 (supplied with your printer) into the CD-ROM drive.
2. Double-click the CD icon that appears on the desktop.
3. Open the MAC folder.
4. Click PSDRV English, then double click the Mac Installer icon.
MacInstallerIcon.jpg
5. Click Continue and accept the Software License Agreement.
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6. Select Custom Install to access the Utility Installation.
InstallSelect_oem.jpg
7. Click the boxes beside the Utilities you wish to install, then click
Install.
The Utilities install into the folder you specify during the installation process.
Mac OS 10.1 & 10.2
With the exception of Print Job Accounting, the utilities on CD1 are unavailable for Mac OS X and will only run on Mac 9.x or Classic OS.
Once the Print Job Accounting utility has been set up by your Network Administrator, it is transparent to the operation of the printer driver on your OS X system. See “Print Job Accounting Utility” on page 27.
Mac OS 10.3
With the exception of Print Job Accounting, the utilities on CD1 are unavailable for Mac OS 10.3 and will only run on Mac 9.x or Classic OS.
Once the Print Job Accounting utility has been set up by your Network Administrator, it is transparent to the operation of the printer driver on your OS 10.3 system. See “Print Job Accounting Utility” on page 27.
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Installing the Utilities

Fiery

Windows
Macintosh
The Fiery Utilities are installed from CD2.
For more information, refer to the online EFI Software Installation Guide.
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Color Swatch Utility

General Information

The Color Swatch Utility allows you to
print color samples (swatches) on your color printer.
create custom color swatches
The swatches are used with your software program to select and reproduce color accurately.
The swatches represent selected samples of the printer's color palette. Use the swatches to find the desired colors for your printed documents.
NOTE
• The Swatch Utility does not guarantee that the
printer prints the same color as displayed on your monitor. Consider the displayed color as a reference.
• The printer may not be able to print the exact color
that you desire.
• Your software may not be able to match colors
using the swatch information. You may need to use other matching methods.
• The color swatch samples do not show all the
colors your printer can print.
• Other factors influence how you see color: the
color and finish of the paper, ambient light, even the color surrounding the one you are looking at.
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How to Install

Load this program from the Menu Installer located on CD1.

Additional Information

For additional information, see the Swatch Utility Read-me file located in the Windows Programs list.

Printing Color Swatches

NOTE
• The color swatch samples do not show all the
colors your printer can print.
• The Swatch Utility does not guarantee that the
printer prints the same color as displayed on your monitor. Consider the displayed color as a reference.
• The printer may not be able to print the exact color
that you desire.
1. Install the utility from CD1 using the Menu Installer (Windows).
2. Click
3. A swatch page displays, showing commonly used colors.
Start Programs Color Swatch Color Swatch
Utility
.
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4. Select print to print sample pages.
color_swatch_samples.jpg
5. Use the color blocks to pick the specific colors that you want to appear in your printed document.
Each color block, or sample, is identified with information your software package needs to reproduce that color accurately.
The numbers under each block specify the amounts of the primary colors—red (R), green (G), and blue (B)—that mix to form each particular shade.
The amounts are given as a numerical value between 0 and 255.

Creating Custom Swatch Colors

NOTE
The Swatch Utility does not guarantee that the printer prints the same color as displayed on your monitor. Consider the displayed color as a reference.
The printer may not be able to print the exact color that you desire.
If you don't find your desired color, you can create or customize colors:
1. Select
Custom Swatch from the File menu.
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2. On the pop-up window, there are 3 slide bars that allow you to customize swatches:
Hue bar changes the hue of the swatches, for example, red
to green or blue to yellow.
Saturation bar changes vividness.
Lightness bar changes darkness.
3. Adjust the bars until you see the desired color. Color variations are created to help you find the best match.
4. Click
5. Print the custom swatch page.
6. Repeat these steps until you find the desired printed color.
7. For additional information, see the Swatch Utility Read-me file
OK.
located in the Windows Programs list. The file includes:
Applying Color Value in your Application
Setting Monitor Color
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LPR Utility

General Information

The LPR Utility allows you to print directly to a printer on the network without a print server. It creates a Printer Port, and installs a pop-up status box so you can monitor printer status.
The LPR Utility operates in Windows Me/98, Windows NT 4.0, Windows 2000, and Windows XP operating systems.
Load this program from the Menu Installer located on CD1.
How to Install
The LPR Utility supports TCP/IP. Your network administrator must set up an IP address and TCP/IP properties for your printer.
1. To install the utility, insert CD1 into the CD-ROM drive. If CD does not AutoPlay, click
Browse to your CD-ROM driver. Double-click Install.exe. Click OK.
2. Click
Network Software
Utility
. Follow the on-screen instructions.

LPR Status Box

lpr_status.jpg
Start → Run → Browse.
Installation/Config LPR
The LPR Utility Status Box displays the following information:
•Printers: Names of added printers (You can add up to 30 printers)
• Status: LPR Utility status (empty, connecting, sending, paused, checking status, not connected)
• Finish: Number of completed jobs.
•Queue: Number of jobs waiting to be printed.
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Additional Information

For help using the LPR Utility, click on HELP in the program.
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Network Extensions

Windows

Available on TCP/IP network connection only.
The Network Printer Status utility is available if your administrator has installed it.
If the utility is installed, the printer driver Properties dialog box changes.
a new Status tab is added.
an Option button is added to the Device Option tab.
This utility allows you to view (but not change) the status of the following on the Status tab:
paper trays installed and the media assigned to them.
total size and percentage used of disk/memory.
percentage of toner remaining.
Important!
If you select Automatic Status Update in the Status tab, the driver automatically pings the printer for the latest status information every time you open the Properties dialog box.
This causes a significant delay until the Properties dialog box opens.
To avoid this, use the Update Status button in the Status tab to manually update the information on demand.

General Information

This utility creates an additional tab (STATUS) in the driver that allows the client to monitor the selected printer’s status.
Load this program from the Menu Installer located on CD1.
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Installation

1. Insert the Drivers, Color, and Network Utilities disk into the
CD-ROM drive. If CD does not AutoPlay, click Browse to your CD-ROM. Double-click
2. Click
Network Software Administration
Tools
instructions.
Network Printer Status. Follow the on-screen
Start Run Browse.
Install.exe. Click OK.

Using

1. Click Start Settings Printers. Right-click the Oki Data
Printer icon. Click
2. Click on the
3. Click the UPDATE button to see device settings.
The following screen displays:
NetStatus2K.tif
Properties.
STATUS tab.
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Click on an item to see this information:
Trays: Paper Type, weight
Duplex: Installed/not installed
Disk/Memory: RAM size and % used;
Flash Memory size and % used
Toner Remaining: % toner remaining in all cartridges
Important!
If you select Automatic Status Update in the Status tab, the driver automatically pings the printer for the latest status information every time you open the Properties dialog box.
This causes a significant delay until the Properties dialog box opens.
To avoid this, use the Update Status button in the Status tab to manually update the information on demand.
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Checking the Printer Status

Click the WEB SETTING button. The following screen displays:
NetStatusK.tif
Click on the items listed on the left to see:
Network Summary
Login for Administrators
Job Login
Printer Menu
To see real-time printer status, click the
UPDATE STATUS button.
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OKI Admin Manager Utility

General Information

This utility provides an easy way to configure your printer on a network.

How to Install

Load this program from the Menu Installer located on CD1.

Additional Information

See the online Configurator’s Guide for details on how to use this utility. The Configurator’s Guide is online and may be found on the CDs shipped with your printer.
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PDF Direct Print Utility

General Information

PDF Direct Print allows you to send a selected PDF file directly to the printer.
This is faster and easier than using Adobe Acrobat separately before printing.
PDF Direct Print also lets you set paper source, copies, 2-sided printing, print page range and other settings.

How to Install

Load this program from the Menu Installer located on CD1.

Additional Information

For additional information, see the PDF Print Direct Help file in the PDF Direct Print Utility.

Requirements for Use

Supports version PDF 1.3 (Acrobat 4.0) or below.
A font environment on your system.
NOTE
Some PDF files may not be able to print correctly.

Using

NOTE
The PDF Direct Print Utility works with version 1.3 (Acrobat 4.0) or below PDF files.
1. Right-click on
the file you want to print in Windows Explorer
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or
the file icon on the Desktop.
2. Click
3. Click Print.
PDFd_p1.jpg
PDF Direct Print
4. The Start screen appears.
It allows you to change the settings of the following features:
Select Print
Paper Source
Copies
2-sided printing
Binding
Collate
Fit to page
Print page range
Restore Default
Save Settings
Print
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Cancel
Help
About
5. If “ERROR:PDF to PS conversion failed” displays, the file contains an embedded font not installed on the system.
Using Acrobat, delete the text that is embedded, or unembed the embedded font.
In Acrobat, select
Remove the checkmark in the Embed box.
Tool Touchup Text attribute.
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Print Job Accounting Utility

General Information

The Print Job Accounting software, designed specifically for printers in a network environment, provides job accounting features that allow you to track printer usage, calculate printing costs, and specify access available to each client (user).
Fig01_240p_v11.tif
NOTE
The screen shots in this User's Guide are generic. When you see XXX1, XXX2, etc., in a screen, they represent a specific model number which will vary depending on which models are being used in your system.
With Print Job Accounting, you can
Control costs by limiting access to color printing for specific
clients.
Plan equipment allocation by monitoring exactly how much
each client prints.
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Set up billing for individual clients based on their recorded
usage.
NOTE
This software saves acquired log data on the printer’s Hard Disk Drive.
The Flash memory is relatively limited as to how much information can be stored on it.
The Hard Disk Drive has much greater memory capacity.

Additional Information

For more information, see the on-line help in the utility.
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Sample Network Diagram

JA_Overview.jpg
Server:
Windows XP, 2000, or NT 4.0 (SP6
Printer(s)
Client PCs:
Windows XP, 2000, Me, 98, 95, NT 4.0 (SP6
Client Macs:
Macintosh
OS 8.x or
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Requirements

General Information
The Print Job Accounting utility requires
1. Server computer Using an appropriate Windows operating system.
2. Client computers Using Windows and/or Macintosh operating systems.
3. Connection to the printer(s) to be managed; either a direct connection (USB or Parallel) to
the server, or a network TCP/IP connection.
NOTE
Print Job Accounting does not operate in NetBEUI or NetWare environments.
Operating System
Server (Windows Only)
The Print Job Accounting server software can be run under any of the following Windows operating systems, with the latest Service Pack installed.
Windows XP
Windows 2000
Windows NT 4.0 (Service Pack 6 or later)
Client Computers (Windows or Macintosh)
The Print Job Accounting Client software can run under any of the following operating systems:
Windows
XP
2000
Me
98
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95
NT4.0 (Service Pack 6 or later)
Macintosh
OS 8.1, 8.5.x, 8.6.x (Adobe PS 8.6 or greater required)
OS 9.0, 9.0.4, 9.1.x, 9.2.x (LaserWriter 8.7 required)
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Installation

Cdhand.jpg
Server Software
1. Place the driver CD supplied with your printer in the CD-ROM
drive on the Server computer. Wait for the Menu Installer to open.
If the CD does not AutoPlay, click Start Browse to your CD-ROM drive. Double-click Install.exe. Click OK.
2. Click
3. Select the language.
4. Click Network Software Administration Tools Job
5. If you want to create log reports using Excel, install the report
Next to accept the terms in the license agreement.
Accounting
tools. Click
Server and follow the on-screen instructions.
Report Tools. Follow the on-screen instructions.
Run Browse.
Client Software
NOTE
The printer driver(s) must also be installed on the Client computers.
Windows Client Computers
1. Place the driver CD supplied with your printer in the CD-ROM
drive and wait for the Menu Installer to open.
If the CD does not AutoPlay, click Start → Run → Browse. Browse to your CD-ROM drive. Double-click Install.exe. Click OK.
2. Click
3. Select the language.
4. Click
Next to accept the terms in the license agreement.
Network Software Administration Tools Job
Accounting
Client. Follow the on-screen instructions.
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5. When the installation finishes, the following window appears. See “Client Software” on page 106 for more information.
JA_PrintJobAccountingClient.bmp
Macintosh Client Computers
Normally, the Job Accounting software is automatically installed when you install the printer driver.
To activate the Job Accounting Client software:
1. Select
2. Make sure that your printer model is selected. Click
Select
3. Open the Print Time Filters menu. Check Print Time Filters, JobType and JobAccounting.
4. Click
5. Click
Print Desktop... on the File menu.
General.
Plug-in Preferences.
Save Settings. Click OK. Cancel.
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User Name Versus Account ID

User Name
The User Name is displayed whenever print logs are displayed.
The User Name’s sole purpose is to make it easy to see who has been printing.
The User Name is assigned when creating an Account ID. See page 73. It may be set up to represent an individual client or a group of clients. The User Name is associated with the Account ID number.
The User Name does have to be the same as the Windows Login User Name.
Account ID
The Account ID is the number Print Job Accounting actually uses to identify clients.
Account ID values of 1 through 1879048191 can be assigned.
Clients who do not have their own Account ID will be recognized as Unregistered ID(0).
Normally, one Account ID is assigned to each individual client.
One Account ID can be assigned to multiple clients. All of the print jobs will be combined as the same client when the System totals up.
Account IDs must be set for each individual registered printer connected to the Server.
The same Account ID can be used for more than one printer. Different limits can be set for each printer.
You can use Account ID to limit clients’ access to printers.
Permit Only Some Clients to Print
Do not assign Account ID(s) to each and every client.
Assign Account ID(s) only to those clients who are permitted to print.
All other clients will be recognized as Unregistered ID(0).
Change the settings (limits) so Unregistered ID clients are not allowed to print.
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Permit Only Some Clients to Print in Color
Do not assign Account ID(s) to each and every client.
Assign Account ID(s) only to those clients who are permitted to print in color
All other clients will be recognized as Unregistered ID(0).
Change the settings (limits) so Unregistered ID clients are not allowed to print in color, but are allowed to print in black.
Set the Print Limits and Collect Print Logs by Department
Do not assign Account ID(s) to each and every client.
Assign an Account ID to each department. Specify the Group Name in place of User Name.
Set Print Limits and Collect Print Logs for Each Client
Assign an Account ID to each individual client.
Do not assign the same Account ID to more than one client!
NOTE
All Account IDs must be set in the Server computer for each Client computer allowed to print to a specific
printer.
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Server Software

Capabilities
Use the Print Job Accounting server software
to register printers and clients
to set print limits
to set up automatic generation of print logs.
to set up automatic email of log reports to the Administrator
Client Settings
Enable/disable print or color print.
Set upper limits for items such as printed pages.
Set up an account, allowing printing only within the limits
set.
Log selected items, including:
–Date –User Name –Printer Name – Number of Printed Pages broken down by color versus
monochrome –Paper Size – Simplex or Duplex Printing –Document Name
NOTE
The information on document names cannot be acquired while printing from some Windows applications or from a Macintosh.
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Server Software
Printer Settings
Set fees by sheets, paper sizes, and so forth.
Set (all) print enabled/disabled or color print enabled/
disabled.
Set upper limits for items such as printed pages.
Set up an account, allowing printing only within the limits
set.
Set up Group(s) in which to include the printer
Reports (Print Logs) Settings
Export print logs as comma-separated value (.csv) files,
which can be imported into many commercially available spreadsheet programs.
Automatically email print logs to the Administrator monthly on a selected day.
Customize items to be included in the log, setting them either manually (see page 92) or using one of the multiple
Microsoft page 97).
Acquire a print log for print jobs sent from a client directly to a printer, bypassing the print server.
Accurately record printed pages through print logs even when a client has cancelled his/her print jobs or paper jams have occurred.
®
Excel spreadsheet macros provided (see
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IP Address
Important!
The first time you open the Server software, the following window appears.
Note the Server ID for future use. You can also find it by clicking Help
main Job Accounting Window.
JA_ServerID.bmp
Server ID … from the
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Server Software
Starting the Server Software
Click Start Programs Oki Data Print Job
Accounting
The following window appears:
JA_OpeningScreen.bmp
Print Job Accounting.
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Server Software
Pull-Down Menus
There are five Server Software Pull-Down Menus
File Menu
Printer Menu
Log Menu
Option Menu
Help Menu
JA_ServerMenus.bmp
File Menu
Exit Close the application.
Printer Menu
Add a Printer Register a new printer. Manages multiple
Set up multiple registered printers as a group.
printers as a group … Delete a Printer/Printer
a
Group
Delete a registered printer or group of printers.
Change a Printer Group Add or delete registered printers from a group.
Start/End Log
a
Start/end the process of acquiring information for logs from the printer at the set interval time.
Acquire a Log
a
Setting the Time
Acquire a print log saved in the printer.
a
Set the present time in the printer.
b
c
Define Fees … Set up and select fees. Properties … Set the printer properties.
a. Before running, select the subject printer from the “Printer Tree” on
the left side of the window.
b. Select Log Menu Refresh Display to update the in-
formation on the log pane after having run this menu.
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c. Only do this if the printer has been turned on and off between the
acquisition of logs. If the printer has been turned on and off, the correct time will not set in the printer until the next time printer logs are acquired.
Log Menu
Display Logs
Display Total
a
a
Change the display from Total to Logs.
Change the display to
• Total per Printer
• Account ID or
•Month
a
Export Report Log
Export the required fields for the report macro in a
s
.csv file.
Export Logs
Export Total
a
a
Export the log as a .csv file.
Export totals as a .csv file, by
•Printer
• Account ID, or
•Month
Delete the log
a
Delete the selected log
Display Details Switches back and forth between displaying only the
default items in the log and displaying the entire
b
Display/Export Item Settings
detailed list of items in the log. Select the items to be shown or exported as part of
Log or Total display. See page 92 for more information.
b
Refresh Display Refresh the display.
a. Before running, select the subject item from the “Log Tree” on the
left side of the window. If you select “Log,” all items will be subject to displaying/exporting. If you select one printer, only that printer will be subject to displaying.
b. Select Log Menu Refresh Display to update the infor-
mation on the log pane after having run this menu.
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Option Menu
Setup … Set up:
•mail server
• email address for Sender
• email address for Administrator
• where you wish to store logs
• closing date for logs (select the day of the month which determines when logs are considered previous month logs as opposed to current month logs).
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Help Menu
Server ID … Display Server ID.
Help … Display the Help Topics window with tabs
Version Info … Display version information.
•Contents
•Index
•Find
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Email Notifications

Setting Up
To set up monthly automatic email of selected print log data to the administrator, open the Job Accounting software, then:
1. Click
JA_Email_Setup.bmp
Option Setup.
The following window appears:
2. Set up the general information on the Mail Setup tab,.
This information includes
the mail server
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when an email is to be sent
the header and footer text to be included with the email.
3. On the
4. On the
automatically exported logs are stored.
5. On the month on which logs are to be closed. Log reports are automatically emailed to the administrator on the following day.
6. Click
Mail Address tab, enter the name and email address for
the sender
and
the administrator (receives the emails).
Log Storing Folder tab, enter the path where the
Change the closing date tab, enter the day of the
OK.
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Printer Groups

Defining
If you wish to create groups of printers:
1. From the main Job Accounting window, click
Printer Manages multiple printers as a group …
The following window appears:
JA_AddGroup1.bmp
2. Enter the Group Name of your choice. Click Next.
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The following window appears:
JA_AddGroup2.bmp
NOTE
At this point, no printers have been registered, so none appear in the box. Printers can be added to established Groups as they are being registered.
If you create a new group after registering printers, a list of the registered printers will appear in the box and can be highlighted for inclusion in the group.
3. Click Finish.
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Printers

Registering
To use Print Job Accounting, you need to register printers to be managed in the Server Software.
Before starting, check that the printers are turned on and properly connected.
1. From the main Print Job Accounting window, click
Printer Add a printer.
The following window appears:
JA_AddPrinter1.bmp
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2. Select the appropriate box(es).
NOTE
Only printers supported by this System are found. If the search is unsuccessful, verify that the
printers are turned on, online, and properly connected.
To have the software search out local and/or network
printers, select
Search printers and select Local Port and/or
TCP/IP Network.
To specify the printer address (local or network) manually,
select
Specify the printer by address and fill in the
appropriate information.
3. Click
Next. Wait while the software searches for printers.
A window appears, showing a listing of all the printers found.
For example:
JA_AddPrinter2.bmp
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4. From the list of printers searched, select the printer you want to register. Click
Next.
The following window appears:
JA_AddPrinter3.bmp
5. Set up the printer: See “Setting Up” on page 52.
6. Click
Finish.
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The following window appears:
JA_ID_Registration.bmp
7. Use this window to add User Account IDs for the printer. For more information, see step 3, ff., under “Account IDs” on
page 73.
8. When done, click
End. Click OK.
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Printers
Setting Up
General Information
When you are setting up the printer, you determine the:
Printer Name: see page 52
Printer Group: see page 52
Acquire Logs: see page 53
Fees: see page 59
Operation at Log Full: see page 53
Inhibit the Initialization of HDD: see page 54
Auto Export Logs: see page 55
Use Restrictions: see page 56
Printer Name
Type in a printer name containing up to 32 characters.
Printer Group
If the printer is to be included in a group, select the group here.
NOTE
Groups must first be defined using Printer Manages multiple printers as a group … in the main Job Accounting window. See page 46.
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Printers
Setting Up
Acquire Logs
You have two choices for when the logs are acquired.
by an interval of up to 24 hours (once a day)
If this value exceeds 24 hours, it is set to 24 hours.
or
by up to five preset times per day
Select Interval. Click Change Time … to set times.
Fees
See “Fees” on page 59.
Operation at Log Full
Here you can set what the printer does when the buffer for log storing becomes full and cannot store any more logs:
JA_AddPrinter_LogFull.bmp
Cancel the job Cancels the jobs once the buffer is full.
Do not acquire the log
Delete old logs
a. The default setting.
a
Prints without acquiring logs once the buffer is full.
Deletes old logs and stores new logs.
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Printers
Setting Up
Inhibit the Initialization of HDD
JA_AddPrinter_Inhibit.bmp
This controls whether or not the Hard Disk Drive and the Printer Flash Memory (if installed) can be initialized. If initialization is inhibited, a client cannot delete the log using the printer's front panel. Use this in order to prevent the logs stored in the printer from being deleted.
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Printers
Setting Up
Auto Export Logs
Sets whether or not, and how, log data will automatically be exported when it is acquired.
JA_AddPrinter_AutoExport.bmp
Do not automatically
a
export
Automatically export logs
Automatically export logs for report.
Logs are not automatically exported.
Automatically exports logs in the format you select. See page 92.
Automatically exports logs in a format which works with the Microsoft Excel macro reports. See page 97.
Mail logs to administrator
b
Automatically exports logs in the format you select. See page 92. Sends an email to the Administrator with a copy of the log data attached. Logs are sent at the end of the day following the Closing date you specify.
Mail logs for report to administrator
b
Automatically exports logs in a format which works with the Microsoft Excel macro reports. See page 97. Sends an email to the Administrator with a copy of the report attached. Logs are sent at the end of the day following the Closing date you specify.
a. The default setting. b. To use this, you must first set up the email and closing date infor-
mation. See page 44.
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Printers
Setting Up
Use Restrictions
JA_AddPrinter_Restrict.bmp
You can set usage limits for unregistered clients (data sent without ID) and for local print (print from operator panel such as menu map or file list). When "Disable Printing" is set, clients cannot change other settings.
Disable Printing: All printing is cancelled.
Disable Color Printing: Color data printing is cancelled.
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Printers
Changing Settings
1. From the main Print Job Accounting window, highlight the
printer you wish to change.
2. Click
JA_PrinterProperties.bmp
Printer Properties.
The following window appears:
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3. Make any desired changes in settings, on the various tabs:
Printer tab: change printer name, address, group
User tab: add new User IDs or change information for
existing User IDs.
Option tab: modify log acquisition intervals/times, fees,
Operation at Log Full, Inhibit initialization, Auto Export Logs, and Use Restrictions.
4. Click
OK.
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Fees

General Information
Fees are set up when you set up the printers. See “Printers” on page 48.
In the drop-down box, select a fee definition to be used.
Some fee settings are available with defaults.
To custom define settings for the printer, click
Click Add in the Defined Fees window.
Define fees …
Define Fees window
JA_DefineFees.bmp
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Fees
Types of Fees
Cost per Page
Mono
“Pages tab” see page 61
“Toner Use Amount tab” see page 62
“Drum Use Amount tab” see page 64
Color
“Pages tab” see page 61
“Toner Use Amount tab” see page 62
“Drum Use Amount tab” see page 64
“Belt, Fuser Use Amount tab” see page 70
Cost per Sheet
“Pages tab” see page 61
“Size tab” see page 67
“Tray tab” see page 68
“Media Type tab” see page 69
Automatic Calculation
“Toner Use Amount tab” see page 62
“Drum Use Amount tab” see page 64
Cost per Minute
“Printer Use Time tab” see page 66
Stapler Use
“Finisher tab” see page 72
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Fees
Pages tab
This is a tab in the Define Fees Window.
Page
Select to set a fee to be charged for each page printed in color and for each page printed in mono.
Sheet
Select to set a fee to be charged for each printed sheet. In this case, the same fee will be charged for two-sided printing as for one-sided printing.
JA_FeesPages.bmp
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Fees
Toner Use Amount tab
This is a tab in the Define Fees Window.
Toner use amount
Select to set a standard fee per page for color and for mono printing.
Automatic calculation
Use this to set up automatic calculation of fees for toner use and save it under the name you enter.
Once the settings are saved, they can be used for other printers.
To do so, selecting the saved settings name in the Fees drop-down box in either the
“Add a printer for which logs will be acquired” window (Printer Add a Printer [click a printer] Next)
or
the Option tab of the “Properties of printer from which logs are acquired” window ([click a printer in the Printer Tree] Printer Properties Option).
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Fees
Toner Use Amount tab
This is a tab in the Define Fees Window.
JA_FeesTonerUse.bmp
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Fees
Drum Use Amount tab
This is a tab in the Define Fees Window.
Drum use amount
Select to set a standard fee per page for color and for mono printing.
Automatic calculation
Use this to set up automatic calculation of fees for drum use and save it under the name you enter.
Once the settings are saved, they can be used for other printers.
To do so, select the saved settings name in the Fees drop-down box in either the
“Add a printer for which logs will be acquired” window (Printer Add a Printer [click a printer] Next)
or
the Option tab of the “Properties of printer from which logs are acquired” window ([click a printer in the Printer Tree] Printer Properties Option).
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Fees
Drum Use Amount tab
This is a tab in the Define Fees Window.
JA_FeesDrumUse.bmp
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Fees
Printer Use Time tab
This is a tab in the Define Fees Window.
Printer Use Time
Select to set a fee for each minute of print time used.
JA_FeesPrinterUse.bmp
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Fees
Size tab
This is a tab in the Define Fees Window.
Size
Select to set a fee per sheet printed which varies depending on the size of media used. Click Change to set fees for individual media sizes.
JA_FeesSize.bmp
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Fees
Tray tab
This is a tab in the Define Fees Window.
Tray
Select to set a fee per sheet printed, which varies depending on the tray used. Click Change to set fees for individual trays.
JA_FeesTray.bmp
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Fees
Media Type tab
This is a tab in the Define Fees Window.
Media
Select to set a fee per sheet printed, which varies depending on the media used. Click Change to set fees for the different media, including transparencies, labels, letterhead, card stock, etc.
JA_FeesMedia.bmp
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Fees
Belt, Fuser Use Amount tab
This is a tab in the Define Fees Window.
Belt, fuser use amount
Select to set a fee per page for belt and/or fuser usage.
Automatic calculation
Use this to set up automatic calculation of fees for belt and fuser use and save it under the name you enter.
Once the settings are saved, they can be used for other printers.
To do so, select the saved settings name in the Fees drop-down box in either the
“Add a printer for which logs will be acquired” window (Printer Add a Printer → [click a
printer] Next)
or
the Option tab of the “Properties of printer from which
logs are acquired” window ([click a printer in the Printer Tree] Printer Properties Option).
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Fees
Belt, Fuser Use Amount tab
JA_FeesBeltFuser.bmp
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Fees
Finisher tab
This is a tab in the Define Fees Window.
Staple
Select to set a fee for each use of the stapler. Applies only
when the optional finisher is installed on applicable models.
JA_Fees
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Account IDs

Adding
To add Account IDs for a Registered Printer:
From the main Print Job Accounting window:
1. Double click the printer for which you wish to set up Account IDs.
The following window appears:
JA_PrinterProperties.bmp
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2. On the User tab, click Register.
The following window appears:
JA_ID_Registration.bmp
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3. Click Add.
The following window appears:
JA_AddID1.bmp
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4. Enter the appropriate selections. Click Next.
The following window appears:
JA_AddID2.bmp
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5. Establish the new Account ID: a. Enter the following information for the new Account ID:
Account ID number
Name.
Email address
If the user has limits set on their printing, enter their email address.
An email is automatically sent when the user exceeds the preset limit.
Another email is sent when the user can print again.
b. Click Add.
The new Name/ID appears in the box.
c. Click Next.
The following window appears:
JA_AddID3.bmp
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Choices are:
Notifies total result by e-mail
Select to send this User an email summarizing their monthly usage of the printer.
Notifies by e-mail when Limit Value is exceeded
Select to alert this User by email when their set Limit Values have been exceeded, as well as when the limits have been reset and printing can be resumed.
Do not process Limit Value as a group
Restricts the set Limit Values to the particular user. Applies only when the printer/user belongs to a group.
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d. Make your selections. e. Click Next.
The following window appears:
JA_AddID4.bmp
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Choices are:
Disable Printing
All printing is cancelled. When this is selected, other settings cannot be changed.
Disable Color Printing
This Account ID cannot print color data. If they submit a color print job, it is automatically cancelled.
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f. Select any print restrictions for the Account ID. g. Click Next.
The following window appears:
JA_AddID5.bmp
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h. Set limits per 24-hour period for the Account ID by any or all
of the following:
Total pages
Total dollars
Total minutes
Total staples used
These limits are checked either at the selected interval or at the time setting for the log.
NOTE
Usage is checked only at the set interval time. If the limits are exceeded between checks, printing
continues even though the limit has been exceeded. At the next interval check, the User is blocked from
any further printing until the next 24-hour period starts.
If you have so designated (see above), the User is informed by email that they have exceeded their limits for that 24-hour period.
i. Click Finish.
6. Repeat the previous step for each Account ID to be added.
7. Click
End. Click OK.
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Account IDs
email Notifications
Notifies total result by e-mail
Select to send this User an email summarizing their monthly usage of the printer.
Notifies by e-mail when Limit Value is exceeded
Select to alert this User by email when their set Limit Values have been exceeded, as well as when the limits have been reset and printing can be resumed.
Do not process Limit Value as a group
Restricts the set Limit Values to the particular user. Applies only when the printer/user belongs to a group.
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Account IDs
Restricting Usage
Disable Printing
All printing is cancelled. When this is selected, other settings cannot be changed.
Disable Color Printing
This Account ID cannot print color data. If they submit a color print job, it is automatically cancelled.
Set limits
Per 24-hour period for the Account ID by any or all of the following:
Total pages
Total dollars
Total minutes
Total staples used
These limits are checked either at the selected interval or at the time setting for the log.
NOTE
Usage is checked only at the set interval time. If the limits are exceeded between checks, printing
continues even though the limit has been exceeded. At the next interval check, the User is blocked from
any further printing until the next 24-hour period starts.
If you have so designated (see above), the User is informed by email that they have exceeded their limits for that 24-hour period.
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Account IDs
Importing from a Registered Printer
Once you create an Account ID for a registered printer, you can import it into records for other registered printers/groups in the System.
Importing the Account ID brings in the same settings (such as usage limits). Once the record is imported, you can change the settings for the account on the newly assigned printer (see below).
From the main Print Job Accounting window:
1. Double click the printer or group for which you wish to import Account IDs.
2. On the User tab, click
The following window appears:
JA_AddID6.bmp
Register.
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3. Click Other Printer.
The following window appears:
JA_ImportUser.bmp
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4. From the Import Source list, select a printer or group from which you want to import Account ID(s). Click Add.
Any IDs not already registered for the printer appear in the User box.
JA_AddID7.bmp
5. Click any Name/Account IDs that you do not wish to add. Click
Delete. Click OK.
The selected Account ID(s) are imported into the List of registered IDs for the printer.
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Account IDs
Changing
From the main Print Job Accounting window:
1. Open the Printer Tree. Double click the printer for which you wish to change Account IDs.
2. On the User tab, click
The following window appears:
JA_AddID6.bmp
Register.
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3. Click the Name for which you wish to change settings. Click
Change.
The following window appears:
JA_IDProperties1.bmp
4. Make any desired changes. Click OK.
5. Click
End. Click OK.
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Account IDs
Deleting
From the main Print Job Accounting window:
1. Open the printer tree. Double click the name of the printer/ group for which an Account ID is to be deleted.
2. On the User tab, click
The following window appears:
JA_AddID6.bmp
Register.
3. Click the Name for the Account ID to be deleted. Click Delete.
4. Click
5. Click
Yes to confirm the deletion. End. Click OK.
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Reports

Print Logs
NOTE
The Server computer must be running continuously, or at least be running at the scheduled time(s) each day, for the software to acquire the print job information.
Log Acquisition Interval
Set Up or Change
The log acquisition interval is normally set up when you register a printer. See “Registering” on page 48.
To change the log acquisition interval for a particular registered printer or group:
1. From the main Job Accounting window, click printer tree. Click the printer for which you wish to change the acquisition interval.
2. Click
3. On the Options tab, make any desired changes under Acquire
Printer Properties.
Logs. Click
OK.
Printer to open the
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Reports
Print Logs
Set Up Items Reported in the Log
To set up the items to be displayed in, or exported from, a log:
1. From the main Job Accounting window, click the printer/group for which you wish to set up the log display.
2. Click
3. Click one of the following selections
4. Make your selections:
5. Click
Log Display/Export Item Settings.
Log Display Items. See page 93.
Total Display Items. See page 94.
Log Export Items. See page 95.
Total Export Items. See page 96.
and set the items to be displayed and the sequence in which they will be displayed.
a. Items to be included have a check mark in their box.
To delete or add an item, click the box next to it to toggle the check mark on and off.
b. To change the position of the item in the log, click the name.
Click Up or Down.
OK.
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Reports
Print Logs
Set Up Items Reported in the Log
Log Display Items
Standard acquisition Log.
The following window appears:
JA_LogDisplayItems.bmp
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Reports
Print Logs
Set Up Items Reported in the Log
Total Display Items
Listing of totals for a registered printer.
The following window appears:
JA_TotalDisplayItems.bmp
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Reports
Print Logs
Set Up Items Reported in the Log
Log Export Items
Items to be included in an exported log file.
The following window appears:
JA_LogExportItems.bmp
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Reports
Print Logs
Set Up Items Reported in the Log
Total Export Items
Items included in an exported file. The exported file lists the totals for a registered printer.
The following window appears:
JA_TotalExportItems.bmp
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Reports
Excel (Reports Tool)
The Job Accounting software can be used with Microsoft Excel to generate log reports using one of nine pre-programmed macros.
Installing
1. Place the driver CD supplied with your printer in the CD-ROM
drive on the Server computer. Wait for the Menu Installer to open.
If the CD does not AutoPlay, click Start → Run → Browse. Browse to your CD-ROM drive. Double-click Install.exe. Click OK.
2. Click Next to accept the terms in the license agreement.
3. Select the language.
4. Click Network Software Administration Tools Job Accounting
instructions.
Reports Tool. Follow the on-screen
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Reports
Excel (Reports Tool)
Using
Generating a Log Report Using Excel
1. Make sure the Print Job Accounting server software is open and
that a log has been acquired.
2. From the Start menu, click Oki Data Print
Control Open Print Control Reports.
3. Click
JA_XL_Select_csv.bmp
Enable Macros.
Excel opens. The following window appears over it:
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4. Browse to the log file you wish to open. Click Open.
The file opens in Raw Data mode.
5. Select the worksheet you wish to view from the Change worksheet drop-down list (e.g., Printer Usage).
The window changes to display the selected worksheet.
JA_XL_PrinterUsage.bmp
6. To print the data, press Ctrl-P.
7. When done, click to close Excel
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Reports
Excel (Reports Tool)
Available Excel Macros
Macro What is Included
Account Detail Detailed information of each job for
every Account ID, including:
•Account ID
•Job ID
•Date
•Document Name
•Paper Size
•Media Type
•Total Sheets
• Color Pages
• Mono Pages
•Total Costs Note: To limit the columns displayed, click Fields. To limit the
rows displayed, either limit the date range or click Accounts.
Account Usage A chart of the data in the Account
Summary worksheet.
Account Summary Summary of information for each
account.
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