Xerox EC-PJM User Guide
Extended Connectivity Print Job
Manager (EC-PJM)
User Guide
For use with Xerox Network Publishing Systems
Extended Connectivity Print Job Manager
User Guide
Part Number: 701P36284
Version 2.0
February, 2001
Copyright
©2001 XEROX CORPORATION. All rights reserved. XEROX®, The
Document Company
the Xerox products mentioned in this publication are trademarks of
XEROX CORPORATION. Copyright protection claimed includes all
forms and matters of copyrightable material and information now allowed
by statutory or judicial law or hereinafter granted, including without
limitations, material generated from the software programs which are
displayed on the screen such as styles, templates, icons, screen displays
looks, etc.
While every care has been taken in the preparation of this material, no
liability will be accepted by Xerox Corporation arising out of any
inaccuracies or omissions.
All non-Xerox brands and product names are trademarks or registered
trademarks of their respective companies.
Changes are periodically made to this document. Changes, technical
inaccuracies, and typographical errors will be corrected in subsequent
editions.
Part Number: 701P36284
Version 2.0
February, 2001
®
, and all identifying numbers used in connection with
Table of Contents
Part Number: 701P36284............................................................................................................................i
1. Introduction....................................................................................... 1
Logging on to the EC-PJM Workstation..................................................... 1
Logging Off of the EC-PJM Workstation .................................................... 2
Shutting Down the EC-PJM Workstation ................................................... 2
Changing Passwords ................................................................................. 3
2. EC-PJM Accounts............................................................................. 4
The Administrator Account......................................................................... 4
The Supervisor Account............................................................................. 4
The <EC-PJM User> Account.................................................................... 5
The Guest Account .................................................................................... 5
3. Creating Input and Output Queues ................................................. 6
Creating an Input Queue............................................................................ 6
Creating an Output Queue for a TCP/IP Printer....................................... 15
Creating an Output Queue for a Novell Printer ........................................ 21
4. The Document Control Manager (DCM) Application ................... 26
The DCM Menu and Toolbar Commands ................................................ 27
Sorting Documents in DCM ..................................................................... 30
The DCM Status Bars.............................................................................. 31
Selecting an Input or Output Queue ........................................................ 32
Copying Documents Between Queues .................................................... 33
Moving Documents Between Queues...................................................... 34
Proofing Documents ................................................................................ 35
TABLE OF CONTENTS I
Deleting Documents ................................................................................ 36
Saving Documents................................................................................... 37
Viewing Document Information ................................................................ 40
Setting DCM Configuration Options......................................................... 47
Setting DCM System Configuration Options............................................ 47
Setting DCM Initial Queue Configuration Options ...................................49
Setting DCM Last Queue Configuration Options ..................................... 53
Configuring Scanning of Document Names............................................. 56
Adding a Conditional Entry ...................................................................... 57
Editing a Conditional Entry ......................................................................58
Removing a Conditional Entry ................................................................. 58
Adding a Display Name Filter .................................................................. 59
Editing a Display Name Filter ..................................................................61
Removing a Display Name Filter ............................................................. 61
Converting Documents from PDF to PostScript....................................... 62
Configuring EC-PJM to Print PDFs with Prepended Xerox Job Tickets .. 63
Cluster Printing ........................................................................................ 66
5. The Print Icon Application .............................................................68
The Print Icon Menu and Toolbar Commands ......................................... 69
The Print Icon Progress Bars................................................................... 71
Selecting a Printer or Queue.................................................................... 72
Copying Files to the Print Icon Application............................................... 73
Customizing Document Types ................................................................. 75
Modifying the List of Acceptable Document Types.................................. 77
Modifying the List of Acceptable Document Extensions .......................... 78
Appendix A. Creating EC-PJM Privilege Accounts ........................... 80
Appendix B. Sample Xerox Job Ticket .............................................. 84
Appendix C. Virus Protection Recommendations ............................ 85
II TABLE OF CONTENTS
EC-PJM INTRODUCTION
1. Introduction
The Extended Connectivity Print Job Manager (EC-PJM) is based upon
Microsoft® Windows™ 2000 server. It provides connectivity from a wide
array of topologies and network operating systems, as well as the
functionality of the standard Print Job Manager. Additionally, the EC-PJM
brings job flow and queue management flexibility to a print shop and
manual load balancing for multiple printer environments.
Logging on to the EC-PJM Workstation
The DocuTech Network Server, NSPlus Server Series and related
servers should be booted before the EC-PJM workstation is switched on.
This power-up order allows the network connection and network drive
mappings between the servers and the EC-PJM to be established when
the EC-PJM is switched on.
To log on to the EC-PJM workstation:
1. Turn the power to the workstation on. A Welcome to Windows dialog
box appears.
2. Simultaneously press the Ctrl+Alt+Del keys. The Log On to
Windows dialog box appears.
3. Enter your user name in the User name text box, your password in
the Password text box, and click the OK button.
USER GUIDE 1
INTRODUCTION EC-PJM
Logging Off of the EC-PJM Workstation
To log off of the EC-PJM workstation:
1. On the taskbar, click the Start button and select the Shut Down
option. The Shut Down Windows dialog box appears.
2. Verify that the Log off option is selected from the drop-down list box.
3. Click the OK button.
Shutting Down the EC-PJM Workstation
To shut down the EC-PJM workstation:
1. On the taskbar, click the Start button and select the Shut Down
option. The Shut Down Windows dialog box appears.
2. Verify that the Shut down option is selected from the drop-down list
box.
3. Click the OK button.
4. When the It is now safe to turn off the computer message appears,
switch the power to the workstation off.
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EC-PJM INTRODUCTION
Changing Passwords
To change the password for a user account:
1. Log on to the EC-PJM workstation using the user name and password
that you would like to change.
2. Once you are logged on, simultaneously press the Ctrl+Alt+Del keys.
The Windows Security dialog box appears.
3. Click the Change Password button. The Change Password dialog
box appears.
4. Enter the old password in the Old Password text box and the new
password in the New Password and Confirm Password text boxes.
5. Click the OK button.
USER GUIDE 3
EC-PJM ACCOUNTS EC-PJM
2. EC-PJM Accounts
At a minimum, four accounts are created and used on the EC-PJM
workstation. They include:
•
The Administrator account
•
The Supervisor account
•
The <EC-PJM User> account
The Guest account
•
Note: For further information about EC-PJM accounts, see Appendix A:
Creating EC-PJM Account Privileges.
The Administrator Account
The Administrator account exists only on the EC-PJM workstation and
allows for complete administrative rights to the workstation. This includes
creating, deleting, and managing user accounts, global groups, and local
groups. Additional functions include sharing directories and printers,
granting resource permissions and rights to users, and installing
operating system files and programs.
The Supervisor Account
The Supervisor account exists on the EC-PJM workstation and on the
DocuTech Network Server, if a DocuTech Network Server exists in the
network configuration. This account is created on the EC-PJM
workstation to administer the DocuTech Network Server. This includes
4 USER GUIDE
EC-PJM CREATING INPUT AND OUTPUT QUEUES
creating queues and users, and maintaining and upgrading the Network
Server software.
Note: The Supervisor account does not belong to the Administrator
group. Therefore, this account does not have administrative rights under
Windows 2000. The password for the Supervisor account must be the
same as the Supervisor password on the DocuTech Network Server.
The <EC-PJM User> Account
The EC-PJM workstation is commonly used as a centralized print server
that is maintained and controlled by one or more EC-PJM operators.
In network configurations having a DocuTech Network Server, the <ECPJM User> account belongs to both the PSM OPERATORS and the
NTGATEWAY groups on the DocuTech Network Server. The <EC-PJM
User> account gives the EC-PJM operator the authority to manage print
files and queues. It also gives the operator the authority to submit jobs to
the DocuTech Network server.
The Guest Account
Depending upon the rights and permissions that are set at your site, the
guest account may not be able to log on to the EC-PJM workstation at the
EC-PJM console. In the default configuration, the guest account can only
log on from a client on the network.
If a DocuTech Network Server exists in the network configuration, the
password for the guest account on the EC-PJM workstation must be the
same as the guest password on the DocuTech Network Server.
USER GUIDE 5
CREATING INPUT AND OUTPUT QUEUES EC-PJM
3. Creating Input and Output Queues
This section describes how to set up various Input and Output Queues
used in conjunction with the Document Control Manager (DCM) and Print
Icon applications. Before using these applications, it is important to set up
queues in order to manage your workflow.
Two types of queues, Input and Output, must be created in order to utilize
the features of the Document Control Manager and Print Icon
applications. Input Queues enable documents to be submitted to a central
location for distribution to Output Queues at a later time. Output Queues
enable documents to be submitted to the selected print server or local
printer.
Creating an Input Queue
You should complete the following steps for each Input Queue you create
on the Document Control Manager.
To create an Input Queue
1. On the taskbar, click the Start button, and select Settings/Printers.
The Printers dialog box appears.
2. Double-click the Add Printer icon. An Add Printer Wizard appears.
:
6 USER GUIDE
EC-PJM CREATING INPUT AND OUTPUT QUEUES
3. Click the Next button. The Local or Network dialog box appears.
4. Select the Local printer radio button.
5. Deselect the Automatically detect and install my Plug and Play
printer checkbox.
USER GUIDE 7
CREATING INPUT AND OUTPUT QUEUES EC-PJM
6. Click the Next button. A Select the Printer Port dialog box appears.
7. Verify that the Use the following port radio button is selected.
8. Select a printer port from the list of ports. The printer port selection
must be an LPT or COM port that is not already in use by a physical
printer or redirected printer on the network; however, it can be the
same as a previously created DCM Input Queue.
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EC-PJM CREATING INPUT AND OUTPUT QUEUES
9. Click the Next button. An Add Printer Wizard dialog box appears
displaying a list of printer Manufacturers and Printers.
10. Select the Xerox option from the Manufacturers list .The Printers list
box is automatically updated with the printer models available for the
Xerox manufacturer.
11. Select the desired printer model for this Input Queue from the
Printers list.
USER GUIDE 9
CREATING INPUT AND OUTPUT QUEUES EC-PJM
12. Click the Next button. Note: If the selected driver is already installed
on the EC-PJM, a Use Existing Driver dialog box appears. You
should select the Keep existing driver (recommended) option and
click the Next button. A Name your Printer dialog box appears.
13. Enter a name for the DCM Input Queue in the Printer name text box.
Note: If you have already created a DCM Input Queue, you will be
asked: Do you want your Windows-based programs to use this
printer as the default? Select the No option.
10 USER GUIDE
EC-PJM CREATING INPUT AND OUTPUT QUEUES
14. Click the Next button. A Printer Sharing dialog box appears.
15. Select the Share as option and enter a share name for the DCM Input
Queue in the Share as text box. This name is the Input Queue name
that users will see when printing to the EC-PJM.
USER GUIDE 11
CREATING INPUT AND OUTPUT QUEUES EC-PJM
16. Click the Next button. A Location and Comment dialog box appears.
17. If desired, enter a descriptive location in the Location text box and
enter any comments in the Comment text box.
18. Click the Next button. A Print Test page dialog box appears.
19. Select the No option.
12 USER GUIDE
EC-PJM CREATING INPUT AND OUTPUT QUEUES
20. Click the Next button. A Completing the Add Printer Wizard dialog
box appears.
21. Verify that your printer settings are correct and click the Finish button.
Note: If you need to make any changes to your settings, use the
Back button.
22. Once you have created an Input Queue, you must pause the queue in
order for documents to remain in the queue for use within Document
Control Manager. From the Start menu, select Settings/Printers. A
Printers dialog box appears.
23. Select the newly created Input Queue.
USER GUIDE 13
CREATING INPUT AND OUTPUT QUEUES EC-PJM
24. From the File menu, select the Pause Printing option. A checkmark
appears next to the Pause Printing option to verify that the Input
Queue is now paused. You will also see the word Paused displayed
in red next to the word Status.
14 USER GUIDE
EC-PJM CREATING INPUT AND OUTPUT QUEUES
Creating an Output Queue for a TCP/IP Printer
This section describes how to create an Output Queue for a TCP/IP
printer, such as a 61XX, the NSPlus Server series, or the Document
Center series.
To create an Output Queue for a TCP/IP printer:
1. From the Start menu, select Settings/Printers. A Printers dialog box
appears.
2. Double-click the Add Printer icon. An Add Printer Wizard appears.
3. Click the Next button. A Local or Network Printer dialog box
appears.
4. Select the Local printer option.
5. Deselect the Automatically detect and install my Plug and Play
printer check box.
USER GUIDE 15
CREATING INPUT AND OUTPUT QUEUES EC-PJM
6. Click the Next button. A Select the Printer Port dialog box appears.
7. Select the Create a new port option.
8. Select the LPR Port option from the Type drop-down list box.
16 USER GUIDE
EC-PJM CREATING INPUT AND OUTPUT QUEUES
9. Click the Next button. An Add LPR compatible printer dialog box
appears.
10. Enter the IP address in the Name or address of server providing
lpd text box.
11. Enter the printer or print queue name in the Name of printer or print
queue on that server text box. The queue name must be typed in
exactly as it is at the printer.
12. Click the OK button. The Add Printer Wizard dialog box appears.
USER GUIDE 17
CREATING INPUT AND OUTPUT QUEUES EC-PJM
13. Select the Xerox option from the Manufacturers list box. The
Printers list is automatically updated with the printer models available
for the Xerox manufacturer.
14. Select the desired printer model for this Output Queue.
15. Click the Next button. A Name Your Printer dialog box appears.
16. In the Printer name text box, enter a meaningful printer or queue
name you are printing to. Note: If you have already created a DCM
Output Queue, you will be asked: Do you want your Windows-
based programs to use this printer as the default? Select the No
option.
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EC-PJM CREATING INPUT AND OUTPUT QUEUES
17. Click the Next button. A Printer Sharing dialog box appears.
18. Select the Do not share this printer option.
19. Click the Next button. A Print Test Page dialog box appears.
20. Select the No radio button.
USER GUIDE 19
CREATING INPUT AND OUTPUT QUEUES EC-PJM
21. Click the Next button. A Completing the Add Printer Wizard dialog
box appears.
22. Verify that your printer settings are correct and click the Finish button.
Note: If you need to make any changes to your settings, use the
Back button.
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EC-PJM CREATING INPUT AND OUTPUT QUEUES
Creating an Output Queue for a Novell Printer
This section describes how to create an Output Queue for a Novell
printer, such as a DocuTech Network Server.
To create an Output Queue for a Novell printer:
1. From the Start menu, select Settings/Printers. A Printers dialog box
appears.
2. Double-click the Add Printer icon. An Add Printer Wizard appears.
3. Click the Next button. A Local or Network Printer dialog box
appears.
4. Select the Network printer option.
USER GUIDE 21
CREATING INPUT AND OUTPUT QUEUES EC-PJM
5. Click the Next button. A Browse for Printer dialog box appears.
6. Do one of the following:
Enter the appropriate printer to represent your Output Queue in
•
the Printer text box. It should be entered in the format of
\\servername\queuename.
• Double-click the NetWare or Compatible Network option.
Double-click the options representing your DocuTech Network
Server and select the queue that you would like to print to.
22 USER GUIDE
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