Xerox FreeFlow Output Manager 8.0 Installation guide

reeFlow® Output Manager

Version 8.0 701P49953 September 2009

FreeFlow

Output Manager

Install and Configuration Guide

Prepared by: Xerox Corporation

Global Knowledge & Language Services 800 Phillips Road Building 0218-01A Webster, New York 14580 USA

Copyright © 1996-2009 Xerox Corporation. All rights reserved. Xerox® and the sphere of connectivity design, FreeFlow®, FreeFlow Makeready®, FreeFlow Output Manager®, and FreeFlow Process Manager® are trademarks of Xerox Corporation in the US and/or other countries.

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. Printed in the United States of America. Other company trademarks are acknowledged as follows:

Adaptec®, the Adaptec logo, SCSlSelect®, and EZ-SCSI® are trademarks of Adaptec, Inc. Adobe PDFL - Adobe PDF Library Copyright © 1987-2009 Adobe Systems Incorporated. Adobe®, the Adobe logo, Acrobat®, the Acrobat logo, Acrobat Reader®, Distiller®, Adobe PDF JobReady™, and PostScript®, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. All instances of the name PostScript in the text are references to the PostScript language as defined by Adobe Systems Incorporated unless otherwise stated. The name PostScript also is used as a product trademark for Adobe Systems' implementation of the PostScript language interpreter, and other Adobe products. Copyright 1987 - 2009 Adobe Systems Incorporated and its licensors. All rights reserved. Autologic® is a registered trademark of Autologic Information International, Inc. Compaq® and QVision® are registered United States Patent and Trademark Office, for Compaq Computer Corporation. DEC, DEC RAID, and Redundant Array of Independent Disks are registered trademarks of Digital Equipment Corporation. Dundas - This software contains material that is (c) 1997-2000 DUNDAS SOFTWARE LTD., all rights reserved. Imaging Technology provided under license by Accusoft Corporation. ImageGear © 1996-2005 by AccuSoft Corporation. All Rights Reserved. Intel® and Pentium® are registered trademarks of Intel Corporation. Novell® and NetWare® are registered trademarks of Novell, Inc. in the United States and other countries. Oracle® is a registered trademark of Oracle Corporation Redwood City, California ScanFix® Image Optimizer and ImagXpress are either registered marks or trademarks of Pegasus Imaging Corp. Copyright © 1997-2008 Pegasus Imaging Corp. All rights reserved. SonyTM and Storage by SonyTM are trademarks of Sony. PANTONE ™ and other Pantone, Inc. trademarks are the property of Pantone Inc. Preps™ is a registered trademark of Creo Inc. All rights reserved. Quark® and QuarkXpress® are registered trademarks of Quark, Inc. StorageViewTM is a trademark of CMD Technology, Inc. TIFF® is a registered trademark of Aldus Corporation. Windows®, Windows XP®, Windows Server® 2003, Windows Server® 2008, and Internet Explorer are trademarks of Microsoft Corporation; Microsoft® and MS-DOS® are registered trademarks of Microsoft Corporation. Portions Copyright ©?2001 artofcode LLC. This software is based in part on the work of the Independent JPEG Group. Portions Copyright?© 2001 URW++. All Rights Reserved. This product includes software developed by the Apache Software Foundation. Copyright © 1999-2003 The Apache Software Foundation. All rights reserved. This software is based in part on the work of Graeme W. Gill. © Press-sense Ltd. 2002-2007. All rights reserved. Includes Adobe® PDF Libraries and Adobe Normalizer technology The Graphics Interchange Format © is the Copyright property of CompuServe Incorporated. GIFSM is a Service Mark property of CompuServe Incorporated. Portions contain an implementation of the LZW algorithm licensed under U.S. Patent 4,558,302. Parts of this software Copyright © 2004-2006 Enterprise Distributed Technologies Ltd. All Rights Reserved. Parts of this software Copyright © 1995-2003, The Cryptix Foundation Limited. All Rights Reserved. Parts of this software are a SSLv3/TLS implementation written by Eric Rescorla and licensed by Claymore Systems, Inc. All Rights Reserved. Parts of this software Copyright © 2002, Lee David Painter and Contributors. Contributions made by Brett Smith, Richard Pernavas, Erwin Bolwidt. Parts of this software Copyright © 1995-2005, Jean-loup Gailly and Mark Adler. All other product names and services mentioned in this publication are trademarks of their respective companies. They are used throughout this publication for the benefit of those companies, and are not intended to convey endorsement or other affiliation with the publication. Companies, names, and data used in examples herein are fictitious unless otherwise noted. Changes are periodically made to this document. Changes, technical inaccuracies, and typographical errors will be corrected in subsequent editions

Table of Contents

1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Before you use this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Related documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

2 Installation and configuration for Windows. . . . . . . . . . . . . . 2-1

Workstation requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Minimum Hardware requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Minimum Software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Installing FreeFlow Output Manager and FreeFlow Accounting Module . . . . . . 2-2

Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Installing the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Licensing FreeFlow Output Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Configuring Users and Group Authorizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Setting up FreeFlow Output Manager Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Setting up FreeFlow Output Manager Authorization Groups . . . . . . . . . . . . . 2-5

Setting up FreeFlow Common Printer Administrator Group . . . . . . . . . . . . . . 2-6

Setting up FreeFlow Accounting Module Authorization Group . . . . . . . . . . . 2-6

Setting up Custom View Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Setting up an initial printer and queue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9

Creating a printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9

Creating a queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11

Configuring access to a document repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11

Backing up and Restoring FreeFlow Output Manager. . . . . . . . . . . . . . . . . . . . . . . 2-12

Backup or Restore using the Windows application . . . . . . . . . . . . . . . . . . . . . 2-12

Backup or Restore using the command line . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Uninstalling FreeFlow Output Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-14

Upgrading the FreeFlow Output Manager 7.0 software to version 8.0 . . . . . . . 2-15

Migrating FreeFlow Output Manager 8.0 to a different system. . . . . . . . . . . . . . 2-16

Migrating FreeFlow Output Manager 8.0 on the same system after installing a

newer Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17

3 FreeFlow Output Manager web interface software . . . . . . . 3-1

Internet Explorer 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Configuring Internet Explorer 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Firefox browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Configuring the Firefox browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Accessing the FreeFlow Output Manager and Accounting Module web interface

software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Accessing the Port Controller and Hot Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

4 Configuring clients for job submission . . . . . . . . . . . . . . . . . . . 4-1

FreeFlow applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Configuring FreeFlow Web Services to submit jobs to Output Manager . . 4-1

Installation and Configuration Guide iii

Table of Contents FreeFlow Output Manager

Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Acrobat 7, 8, and 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

5 Configuring Multifunction Device clients . . . . . . . . . . . . . . . . .5-1

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Configuring FreeFlow Output Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Configuring the Output Manager System Configuration to enable Multifunc-

tion Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Setting Up an Output Manager queue to accept jobs from Multifunction De-

vices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Multifunction Device configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5

6 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-1

Permission problems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Users and groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Batch files for Hot Folders and other scripting tasks . . . . . . . . . . . . . . . . . 6-1

Firewall problems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Changing port assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

Changing the Output Manager port assignments . . . . . . . . . . . . . . . . . . . 6-3

Changing the Accounting Module port assignment . . . . . . . . . . . . . . . . . 6-3

Changing the Send-to-Production port assignment. . . . . . . . . . . . . . . . . . 6-4

LPR and IPP input problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5

Command Line LPR test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5

LPR does not work remotely, but server can LPR itself . . . . . . . . . . . . . . . . 6-5

LPR does not work from any machine, including the server itself . . . . . 6-6

LPR input to the server works, but no jobs appear on the FreeFlow Output

Manager queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6

No Internet Explorer log in for any remote users . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

“?????” or “---” displayed as the Send-to-Production icon for a Multifunction device 6-7

7 Configuring Options for JMF Service Communication. . . . . .7-1

Proxy Server settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

SendStatus signal retry/delay settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

A Patch Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

Installing a patch to FreeFlow Output Manager on Windows . . . . . . . . . . . . . . . . A-1

Installing the FreeFlow Output Manager software patch . . . . . . . . . . . . . . . . A-1

iv Installation and Configuration Guide

Introduction

This document will guide you through the installation and configuration process for the FreeFlow Output Manager and FreeFlow Accounting Module.

Before you use this guide

This guide is intended for users of workstations using one of the following web browsers:

• Internet Explorer 6.x, 7.x or 8.x

• Firefox 2.x and 3.x

Note

FreeFlow Output Manager requires Internet Explorer 8.x to be set to run in Compatibility Mode for the application to function properly.

You should be familiar with using a web browser.

About this guide

Before you perform any procedures in this guide, become familiar with its contents and conventions.

Conventions

This guide includes the following conventions:

• Angle brackets: Variable information that is displayed on your window or that can be entered as part of a command line is enclosed within angle brackets. Examples include “Unable to copy <filename>;” “set -p <printer>.”

• Square brackets: Square brackets are used for the following:

– Names of menu options that you select; for example, [Printer Default]

– Names of buttons that you select; for example, [OK] and [Cancel]

– Names of text boxes, list boxes, and fields; for example, “the [From] text box,” the

[Directories] list box,” “The [Color Source] field”

• Bold: Boldface type is used for the following:

– Directory paths; for example, “Browse to the Win_nt40/Xeroxdrv directory.”

– Text that you enter; for example, “Enter purple or XDS.”

Installation and Configuration Guide 1-1

Introduction FreeFlow Output Manager

– Calling attention to text that is particularly important; for example, “Select [Stop] on

the user interface window. Do not press the red stop button on the controller.”

– Introductory words or phrases that begin items in a list; for example, [Hold job]: The

document is held at the printer... or [Cancel job]: The document is not printed...

• Notes: Notes are hints that help you perform a task or understand the text. Notes are presented in separate paragraphs. Example:

Note

You cannot submit a job unless the printer is connected to your workstation.

Customer Support

For customers in the United States:

• To place a customer service call, dial 1-800-821-2797 for assistance.

For customers in Canada:

• To place a customer service call, dial 1-800-939-3769 for assistance.

For other locations, call your local customer support center for assistance.

1-2 Installation and Configuration Guide

Installation and

configuration for Windows

This chapter contains the information that you need to install the FreeFlow Output Manager and FreeFlow Accounting Module applications.

Workstation requirements

Your workstation must meet the following hardware and software requirements to run the software:

Minimum Hardware requirements

• Processor: Dual Processor Intel® Xeon 2.8 GHz equivalent or better

•RAM: 4.0 GB

• Hard Disk Space: 250 GB plus any additional expected spool space

Note

Additional spool space may be required depending upon the type and size of jobs submitted to the platform.

• Ethernet Capability: 10/100/1000 Mb/sec

Minimum Software requirements

To use the software, your PC workstation must be running one of the following operating systems:

• Windows Server 2003 with SP2 or Windows Server 2003 R2 with SP2

• Windows Server 2008 with SP2

Installation and Configuration Guide 2-1

Installation and configuration for Windows FreeFlow Output Manager

One of the following Internet browsers is also required:

• Internet Explorer 6.x, 7.x or 8.x

• Mozilla Firefox 2.x or 3.x

Note

FreeFlow Output Manager requires Internet Explorer 8.x to be set to run in Compatibility Mode for the application to function properly.

Installing FreeFlow Output Manager and FreeFlow Accounting Module

This section details the installation instructions for the FreeFlow Output Manager and FreeFlow Accounting Module software.

Installation Prerequisites

The following services must be disabled before you install the software:

• TCP/IP Print Server -- known as Print Services for UNIX

• Internet Information Services

The following must be installed before you install the software:

• Microsoft .NET Framework 3.5 Service Pack 1

Installing the software

In order to install the software, you must be logged in as a user with Windows Administrator rights.

To install the software:

1. Insert the FreeFlow Output Manager CD into the PC. The disk will autorun.

2. At the splash screen, select the appropriate language from the pull-down menu and click [OK].

3. At the Xerox FreeFlow Output Manager Introduction screen, click [Next].

4. At the Choose Install Set screen select the installation type, then select [Install]. Options include:

– Typical: installs the full set of applications including Output Manager, Accounting

Module and the Printer Registration application.

– Minimal: installs only the Output Manager and Printer Registration applications.

– Custom: allows you to select the applications to be installed. Enable the check mark

next to the applications that you want to install.

5. At the Choose Install Folder screen, accept the default installation folder or select another installation location. Click [Next] to proceed with the installation or [Cancel] to abort the installation.

Note

It is possible that for a reinstall or upgrade this screen may not appear.

2-2 Installation and Configuration Guide

FreeFlow Output Manager Installation and configuration for Windows

Note

If your PC has multiple partitions, install FreeFlow Output Manager in the partition that has the most available free disk space.

6. At the Choose Shortcut Folder screen, make a selection for where you want to create the product icons. Click [Next].

Note

If you want to create the product icons on all desktops, mark the checkbox for [Create Icons for All Users].

7. Enter the serial number that is provided with the CD.

Note

It is possible that for a reinstall or upgrade this screen may not appear.

8. At the pre-installation summary screen, click [Install]. The installation of FreeFlow Output Manager begins.

9. At the Activate JMF/JDF Gateway dialog, click [Yes] if you want to activate the service at system startup. This service enables JMF clients to submit JDF jobs to Output Manager.

Note

The JMF Service install by Output Manager is an embedded service. There is no need to install the standalone JMF Service when you activate this option.

10. At the Install Software License screen, the license name and directory location is noted. For information on installing the license file see Click [Next].

Note

It is possible that for a reinstall or upgrade this screen may not appear.

11. After the installation is complete, ensure that the [Yes, restart my system] radio button is selected.

12. Click [Done]. The system reboots.

Licensing FreeFlow Output Manager on page 3.

Licensing FreeFlow Output Manager

The software is protected through the use of a license manager. A permanent license must be acquired at the time of installation. All systems running the software require a valid license file for operation.

For customers in the United States, Canada, and Europe, the license file is acquired via the Xerox Software Activation Portal. Using the supplied activation key, go to the following website to obtain the license file: https://www.xeroxlicensing.xerox.com/activation.

For other countries, please contact your local support representative for assistance in obtaining a license file.

You need to be prepared to provide your FreeFlow Output Manager serial number and MAC address when acquiring the license. A license file will be issued that will enable the FreeFlow Output Manager applications. A backup copy of this license file should be stored to an achieve location (backup disk, DVD/CD-ROM, USB storage device, etc.).

Installation and Configuration Guide 2-3

Installation and configuration for Windows FreeFlow Output Manager

Determining your system’s MAC address

To determine your system’s MAC address:

1. From the Start Menu, select [Start: Programs: Accessories: Command Prompt].

2. At the command prompt, type ipconfig /all.

3. The MAC Address is known as the Physical Address value, and will be displayed on screen in the format xx-xx-xx-xx-xx-xx. Write this information down and have it ready when you access the Xerox Software Activation Portal web site.

Installing the license file

To install the license file:

1. Locate the license file you obtained from Xerox.

2. Copy the file to a location on the PC.

3. Rename the file to xrx_ffom.lic.

4. Select the file and select [Edit:Copy].

5. Browse to the following location: <directory where the software was installed>\license, and paste the file in that folder.

6. If asked whether you want to overwrite the existing file, select [Yes].

7. Reboot the system.

Configuring Users and Group Authorizations

The installer will create the user groups necessary to use the system. The system administrator must add users to those groups to enable user and administrator access to the software; the groups allow access to all or a limited set of administration commands.

Note

If you wish to create new users to administer the software, follow the steps described in “Setting Up FreeFlow Output Manager Users” and then proceed to “Setting Up FreeFlow Output Manager Authorization Groups.”

The groups are named:

• Xerox FreeFlow Output Manager Administrators

• Xerox FreeFlow Output Manager Operator1s

• Xerox FreeFlow Output Manager Operator2s

• Xerox FreeFlow Output Manager Operator3s

• Xerox FreeFlow Common Printer Administrators

The FreeFlow Accounting Module group is named:

• Xerox FreeFlow Accounting Module Administrators

2-4 Installation and Configuration Guide

FreeFlow Output Manager Installation and configuration for Windows

If the system will be setup to enable custom views using the Custom View Groups, you will need to create those groups and add users to them. see the section Setting up Custom View Groups on page 7.

Setting up FreeFlow Output Manager Users

To set up users to perform administrative tasks on FreeFlow Output Manager, perform the following s teps:

Note

You can use the existing Windows administrator account on the system, or create an administrator account specifically for Output Manager.

1. Right-click [My Computer] and select [Manage].

2. Perform one of the following:

– For Windows Server 2003: In the left pane of the Computer Management window,

expand the display to reveal System Tools: Local Users and Groups: Users.

– For Windows Server 2008: In the left pane of the Server Manager window, expand the

display to reveal Configuration: Local Users and Groups: Users.

3. Right-click [Users] and select [New User].

4. In the supplied text field, enter a user name.

5. In the supplied text field, enter the full user name.

6. If desired, enter a description of the user.

7. Type a password, then retype it.

8. Select the desired password options by clearing or marking the supplied check boxes.

9. Select [Create]. The user will appear in the right pane of the Computer Management window.

10. Repeat steps 4-9 to create additional users.

11. Select [Close] when you are finished adding users.

Setting up FreeFlow Output Manager Authorization Groups

1. Right-click [My Computer] and select [Manage].

2. Perform one of the following:

– For Windows Server 2003: In the left pane of the Computer Management window,

expand the display to reveal System Tools: Local Users and Groups: Users.

– For Windows Server 2008: In the left pane of the Server Manager window, expand the

display to reveal Configuration: Local Users and Groups: Users.

3. Select the Xerox FreeFlow Output Manager Administrators.

4. Select [Add] to add members to the group.

5. In the supplied text field, enter the user name you wish to add to the group.

6. Select [OK]. The user or users will be added to the group.

7. Repeat steps 3-6 to add any additional users to the group.

Installation and Configuration Guide 2-5

Installation and configuration for Windows FreeFlow Output Manager

8. Repeat steps 3-7 to add users to the following group names:

– Xerox FreeFlow Output Manager Operator1s

– Xerox FreeFlow Output Manager Operator2s

– Xerox FreeFlow Output Manager Operator3s

9. Select [Close] when you are finished adding users.

Setting up FreeFlow Common Printer Administrator Group

Users added to the Common Printer Administrator are allowed to use the Printer Administration application to add printers to the system.

1. Right-click [My Computer] and select [Manage].

2. Perform one of the following:

– For Windows Server 2003: In the left pane of the Computer Management window,

expand the display to reveal System Tools: Local Users and Groups: Users.

– For Windows Server 2008: In the left pane of the Server Manager window, expand the

display to reveal Configuration: Local Users and Groups: Users.

3. Select the Xerox FreeFlow Common Printer Administrators.

4. Select [Add] to add members to the group.

5. In the supplied text field, enter the user name you wish to add to the group.

6. Select [OK]. The user or users will be added to the group.

7. Repeat steps 3-6 to add additional users.

8. Select [Close] when you are finished adding users.

Setting up FreeFlow Accounting Module Authorization Group

1. Right-click [My Computer] and select [Manage].

2. Perform one of the following:

– For Windows Server 2003: In the left pane of the Computer Management window,

expand the display to reveal System Tools: Local Users and Groups: Users.

– For Windows Server 2008: In the left pane of the Server Manager window, expand the

display to reveal Configuration: Local Users and Groups: Users.

3. Select the Xerox FreeFlow Accounting Module Administrators.

4. Select [Add] to add members to the group.

5. In the supplied text field, enter the user name you wish to add to the group.

6. Select [OK]. The user or users will be added to the group.

7. Repeat steps 3-6 to add additional users.

8. Select [Close] when you are finished adding users.

2-6 Installation and Configuration Guide

FreeFlow Output Manager Installation and configuration for Windows

Setting up Custom View Groups

The Custom View Groups are used to create custom views of Output Manager. When configured using the FreeFlow Output Manager System Configuration screen, users will only be able to view the queues, printers, and jobs that the Custom View Groups they are assigned to are permitted to view.

Important considerations

WARNING

When configuring Output Manager, the Output Manager administrator should determine whether to enable or disable this feature. Only a single mode is supported. Switching between the modes will compromise the integrity of the system.

Setting up a custom view group is a 2-step process:

• Custom View Groups must be created by IT Administrator.

– The groups must be created using a “Xerox FFOM <customer designation>” syntax. For

example, a valid group could be named “Xerox FFOM Westwing Printshop.”

Note

FreeFlow Output Manager cannot recognize Custom View Groups without the “Xerox FFOM...” prefix.

Note

If the system administrator changes the Custom View Groups group name for whatever reason, it will be not be reflected in Output Manager. The application will treat the altered group name as a new group. The application cannot track group name changes and then update the queue or printer assignments.

• Printer and Queue assignment must be performed by FreeFlow Output Manager Administrators.

– Printers and queues can only be assigned to one group at a time. Once a printer or

queue is assigned, it becomes unavailable for new assignment.

When Custom View Groups is enabled, unauthorized guest login is not supported. Guest users must have valid logins and must be added to the appropriate groups.

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Installation and configuration for Windows FreeFlow Output Manager

Creating Custom View Groups

1. Right-click [My Computer] and select [Manage].

2. Perform one of the following:

– For Windows Server 2003: In the left pane of the Computer Management window,

expand the display to reveal System Tools: Local Users and Groups: Users.

– For Windows Server 2008: In the left pane of the Server Manager window, expand the

display to reveal Configuration: Local Users and Groups: Users.

3. Right-click [Groups] and select [New Group].

4. In the supplied text field, type the name using the proper Custom View Groups syntax: “Xerox FFOM <customer designation>.”.

5. If desired, enter a description of the new group.

6. Select [Add] to add members to the group.

7. In the supplied text field, enter the user name you wish to add to the group.

8. Select [OK]. The user or users will be added to the group.

9. Select [Create]. The group will be created.

10. Repeat steps 3-9 to create additional Custom View Groups.

11. Select [Close]. The necessary groups have been created and the appropriate users have been added to them.

Proceed to the following sections, Creating a printer on page 9 and Creating a queue on page 11.

Once the necessary printer and queues have been created, use the FreeFlow Output Manager System Configuration screen to enable the Custom View Groups feature and assign queues and printers to the various groups. See the FreeFlow Output Manager online help for more information on configuring this feature.

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FreeFlow Output Manager Installation and configuration for Windows

Setting up an initial printer and queue

Before you can use FreeFlow Output Manager, you must set up printers and queues. This section of the Installation and Configuration Guide will help you to create a simple queue and printer.

Note

It is not within the scope of this Guide to provide detailed instructions for these activities; rather, this Guide provides simple, general instructions. Detailed instructions for creating specialized queues and specific printers are provided in the Online Help.

Creating a printer

The production printers that are used by FreeFlow Output Manager are made available through the Printer Registration application. Printer Registration maintains a list of production printers and their configured settings. The printer list can reside on the same computer as the Output Manager application or the list can reside on a remote computer. When adding production printers, use the following guidelines:

Note

For detailed information on how to use the Registered Printer List Locator or the Printer Registration application, see the online help for those applications.

Note

When adding a printer using the Printer Registration application, the name of the Output Manager printer cannot contain the following characters <space>, | , . , *, < , > , / , \, ", ?.

Note

It is best practice to keep the custom name for the printer as short as possible so as to keep the name from wrapping in the Output Manager interface.

• Access the Registered Printer List Locator and select the [Local] or [Remote] option depending on whether you will create the printer list locally or on a remote PC.

Note

If you select the Remote option and then attempt to access the Printer Registration application on the local PC, you will receive an error message.

• Access the Printer Registration application by selecting [Start : Xerox FreeFlow Applications: Printer Administration: Registered Printer List Locator]. If you selected the [Local] option, use the application on the same PC as Output Manager. If you selected the [Remote] option, access the application on the PC that will be used to maintain the printer list. To access the Printer Registration application:

1. Select [Start:Programs:Xerox FreeFlow Software:Printer Administration:Printer Registration].

2. On the Installed Products dialog, ensure that the [Output Manager] check box is selected and click [OK].

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Installation and configuration for Windows FreeFlow Output Manager

3. Click the [Add...] button to add a printer. Follow the steps in the Add Printer Wizard to add the printer and its corresponding queues.

Note

If you are using the FreeFlow Accounting Module, you will need to enter the location of the accounting log created on the FreeFlow Printer Server. For instructions on how to configure the FreeFlow Printer Server, see the online help for the Accounting Module after the installation is completed. Once the print server has been configured, re-enter the Printer Registration application and edit the printer settings to enter the necessary server information.

4. Continue to add printers if necessary. Once you have finished, close the Printer Registration application.

Once you have added the necessary production printers using the Printer Registration application, you can then add the registered printers to FreeFlow Output Manager.

Note

For detailed information on how to change the printer list in Output Manager, see the FreeFlow Output Manager online help.

1. Double-click the FreeFlow Output Manager shortcut icon on the desktop to open the application.

2. Logon as a user who is a member of the Xerox FreeFlow Output Manager System Administrators group.

3. Click [Printer Manager].

4. Select the [Change Printer List ...] button. The Add/Remove Printer list window opens. The printers that are available for Output Manager have check boxes to the left of the printer name or IP address.

5. Ensure that the check box to the left of the printer name or IP Address for those printers you want to add is selected. Deselect the check box for any printer you do not want to add at this time.

6. Select the [Next] button to move through the various screens. When you reach the final screen in the process, click [Done] to add the printers and return to the Printer Status screen.

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