United KingdomVitality House, 2 - 3 Imberhorne WayEast Grinstead, West Sussex, RH19 1RL

Sales: +44 1342 310950Support: +1 727 445 1920Fax: +44 1342 302405Email: info@softwareshelf.co.ukwww.SoftwareShelf.co.uk

United States601 Cleveland Street, Suite 710Clearwater, FL 33755

Sales: 800 962 2290Support: 727 445 1920Fax: 727 445 9223Email: info@softwareshelf.comwww.SoftwareShelf.com

USER GUIDEPRINT MANAGER PLUS 2008 WITH CLIENT BILLING AND AUTHENTICATIONTake Control of Your Network Printing

Software Shelf services including tech support, online store, and other help services can be contacted by going to http://www.softwareshelf.com

Software Shelf Computer Software

2008SoftwareShelfInternational,Inc.,AllRightsReserved

ThisUserGuideandDocumentationdescribestheinstallationandoperationofSoftwareShelfPrintManagerPlussoftware.

SoftwareVersion:Version2008(7.0)

OperatingSystem:WindowsNT,Windows2000,WindowsXPandWindows2003,WindowsVista,Windows2008

TheSoftwaredescribedinthisdocumentisownedbySoftwareShelfInternational,Inc.andisprotectedbyUnitedStatescopyrightlawsandinternationaltreatyprovisions.Therefore,youmusttreattheSoftwareandrelatedwrittenmaterialslikeanyothercopyrightedmaterial(e.g.abookormusicalrecording)exceptthatyoumayeither(a)makeonecopyoftheSoftwaresolelyforbackuporarchivalpurposes,or(b)transfertheSoftwaretoasingleharddiskprovidedyoukeeptheoriginalsolelyforbackuporarchivalpurposes.YoumaynotcopytheuserdocumentationprovidedwiththeSoftware,exceptforyourownauthorizeduse.Youagreetoabidebyalltermsofthelicensetousethesoftwareuponinstallingordownloadingthesoftwareinaccordancewiththefulllicenseagreementaccompanyingthesoftware.

RESTRICTEDRIGHTSLEGEND

TheSoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplication,ordisclosurebythegovernmentissubjecttorestrictionsassetforthinsubparagraph(c)(1)(ii)oftheRightsinTechnicalDataandComputerSoftwareclauseatDFARS252.2277013orsubparagraphs(c)(1)and(2)oftheCommercialComputerSoftwareRestrictedRightsat48CFR52.22719asapplicableandallsimilarlyrelatedlawsofyourjurisdiction.

ManufacturerisSoftwareShelfInternational,Inc.,601ClevelandStreet,Suite710,Clearwater,Florida33755USA.

ThefollowingaretrademarksownedbySoftwareShelfInternational,IncintheUnitedStatesandothercountries:

SoftwareShelf

PrintManagerPlus

EnterpriseWire

FileRescuePlus

PrintQueueManager

PrintConsole

Allothertrademarksarethepropertyoftheirrespectiveowners.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 2

INTRODUCTION ............................................................................................................................................................... 6

REQUIREMENTSANDRECOMMENDATIONS ........................................................................................................................................6HardwareandSoftwareRequirements............................................................................................................................... 6AgentsandOptionsSystemRequirements .........................................................................................................................7InstallableDatabaseOptions ..............................................................................................................................................7NetworkInfrastructureRequirements ................................................................................................................................8

LICENSINGPRINTMANAGERPLUS ...................................................................................................................................................9PRODUCTREGISTRATIONANDSUPPORT..........................................................................................................................................10

RegisteringPrintManagerPlus ........................................................................................................................................10ObtainingSupport.............................................................................................................................................................10ProductUpdates................................................................................................................................................................10

INSTALLINGPRINTMANAGERPLUS2008 ....................................................................................................................... 11

NEWPRINTMANAGERPLUSINSTALLATIONS ...................................................................................................................................11INSTALLINGPRINTMANAGERPLUS................................................................................................................................................11

ContinuingtheInstall:CreatingaLocalMSAccessDatabase ..........................................................................................12ContinuingtheInstall:CreatingaLocalSQL2005Expressdatabase................................................................................13ContinuingtheInstall:CreatingaPrintManagerPlusdatabaseonanExistingSQLServer.............................................13ContinuingtheInstall:ConnectingtoanExistingPrintManagerPlusDatabase .............................................................14ContinuingtheInstall:ConnectingtoanExistingSQLDatabase ......................................................................................14ContinuingtheInstall:ConnectingtoanExistingMicrosoftAccessdatabase..................................................................15

INSTALLINGPRINTMANAGERPLUSONAPRINTSERVERCLUSTER ........................................................................................................16RecommendationstoReviewbeforeStartingaClusterInstall .........................................................................................16RunningtheInstallonCluster ...........................................................................................................................................16

SILENTINSTALLOFPRINTMANAGERPLUS ......................................................................................................................................18INSTALLINGONMULTIPLEPRINTSEVERSSHARINGACENTRALDATABASE .............................................................................................20

RunningtheInstallontheFirstPrintServer......................................................................................................................20InstallingPrintManagerPlusonAdditionalServers.........................................................................................................21

UPGRADINGTOPRINTMANAGERPLUS2008 .................................................................................................................................22UpgradeInstallationfromversion6.0 ..............................................................................................................................22UpgradingfromVersion5.5..............................................................................................................................................23Upgradingfromversions5.0andearlier ..........................................................................................................................23

INSTALLINGPRINTMANAGERPLUSAGENTSANDOPTIONS.................................................................................................................24InstallingtheAuthenticationModuleonWindows...........................................................................................................24InstallingtheAuthenticationModuleonAppleMacintoshOSX .......................................................................................25SettingtheMacAuthenticationModuletoStartupAutomatically ..................................................................................25InstallingtheRemoteAdministrator.................................................................................................................................26InstallingandConfiguringtheWorkstationConnectedPrinterAgent..............................................................................28

USINGPRINTMANAGERPLUS........................................................................................................................................ 30

INTRODUCTION ..........................................................................................................................................................................30LaunchingthePrintManagerPlusAdministrator.............................................................................................................30StartingthePrintManagerPlusservice............................................................................................................................31TheAuthenticationModule ..............................................................................................................................................31

FILTERINGUSERSBYGROUPS,ORGANIZATIONALUNITSANDDOMAINS ................................................................................................32USINGPRINTMANAGERPLUSFORTRACKINGOFPRINTING................................................................................................................34

EnsuringPrintersareDetectedandTracking....................................................................................................................34RunningReportstoViewSummaryandDetailedInformation .........................................................................................36

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 3

AddingandTrackingnewPrinters ....................................................................................................................................38TrackingPrintingbyUserGroups......................................................................................................................................39TrackingPrintingbyOrganizationalUnits ........................................................................................................................40

MANAGINGUSERQUOTAS,RESTRICTIONSANDGROUPS ...................................................................................................................41IntroductiontoUsers,GroupsandOrganizationalUnits ..................................................................................................41SearchingwithinEachTab ................................................................................................................................................41SettingQuotasandRestrictionsonaPerUserBasis ........................................................................................................42SettingQuotasandRestrictionsDefaultonanActiveDirectoryGroup............................................................................43SettingQuotasandRestrictionsDefaultonanOrganizationalUnit.................................................................................45DetailedUserRestrictionInformation: .............................................................................................................................46ConfiguringQuotastoResetorUpdateAutomatically.....................................................................................................49UsingtheActiveDirectoryViewfiltertosetQuotasandRestrictions ..............................................................................50SettingaseparatesetofQuotasandRestrictionsPeraPrinterGroup ............................................................................52ChangingthePrimaryGroupMembershipofaUser ........................................................................................................55

ENABLINGENDUSERPOPUPSANDINFORMATION...........................................................................................................................56WhentousetheEndUserInquiryToolinsteadoftheAuthenticationModule ................................................................56SettingupRestrictionPopups ..........................................................................................................................................57ActivatingPrintJobVerification........................................................................................................................................58

CONFIGURINGPRINTERS,PRINTCOSTSANDPRINTERRESTRICTIONS ....................................................................................................59IntroductiontothePrintersTab........................................................................................................................................59UsingDefaultPrinterSettingstoconfigureCostsandSettings ........................................................................................60SettingtheCostPeraPage...............................................................................................................................................61ConfiguringCostperanInchforLargeFormatPrinters....................................................................................................62SettingupAdvancedPageCostsforStandardPrinters.....................................................................................................63SettingupAdvancedCostperanInch/CentimeterforLargeFormatPrinters..................................................................65ConfiguringProperChargingofDuplexPrinting...............................................................................................................67ConfiguringRestrictionsperPrinter ..................................................................................................................................69DetailedPrinterRestrictionInformation:..........................................................................................................................70UsingPrinterGroups .........................................................................................................................................................73ConfiguringClientSelectionorAuthentication .................................................................................................................74EnablingPrintJobVerification ..........................................................................................................................................75AddingnewPrinterstoPrintManagerPlus......................................................................................................................75ExcludingPrintersfrombeingTrackedbyPrintManagerPlus .........................................................................................76HoldingPrintjobsforRelease(BytheWebBasedReleaseStation) .................................................................................78

MANAGINGPRINTSERVERS..........................................................................................................................................................79IntroductiontothePrintServersTab ................................................................................................................................79StoppingandRestartingthePrintManagerPlusService .................................................................................................80VerifyingandEditingtheLicenseUsedbyEachServer .....................................................................................................81ConfiguringtheMasterServer ..........................................................................................................................................82

UPDATINGPRINTMANAGERPLUSUSINGEUPDATE ..........................................................................................................................83UpdatingPrintManagerPlus............................................................................................................................................83MaintenanceforPrintManagerPlus2008.......................................................................................................................85TroubleshootingtheeUpdateSystem ..............................................................................................................................85

CLIENTBILLINGANDAUTHENTICATIONOPTIONS........................................................................................................... 86

CONFIGURINGCLIENT,PROJECTORDEPARTMENTBILLING .................................................................................................................87BillingPrintJobstoaClient,ProjectorDepartment .........................................................................................................87RequiringaPasswordforClients,ProjectsorDepartments..............................................................................................89

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 4

ImportingClient/ProjectAccounts ....................................................................................................................................90CONFIGURINGUSERNAMEANDPASSWORDAUTHENTICATION ...........................................................................................................92

SettingupAuthenticationbyActiveDirectoryUsernameandPassword .........................................................................92SettingupAuthenticationbyCustomUsernameandPassword.......................................................................................93SettingupAuthenticationbyActiveDirectoryPasswordOnly..........................................................................................95SettingupAuthenticationbyCustomPassword ...............................................................................................................96ImportingUsernamesandPasswords...............................................................................................................................98

ADVANCEDCLIENTBILLINGANDAUTHENTICATIONOPTIONS ............................................................................................................100CombiningtheBillingofPrintJobswithUsernameandPasswordAuthentication ........................................................100AllowingProject/AccountComments..............................................................................................................................101EnablingandUsingBatchPrinting..................................................................................................................................102EnablingAuthenticationSecurity ....................................................................................................................................104ChangingtheAuthenticationTimer ................................................................................................................................105AllowingEndUserstoCreateClientAccounts ................................................................................................................106

ADMINRIGHTSANDSECURITY..................................................................................................................................... 107

EnablingAdminRights ....................................................................................................................................................107SettingtheMasterAccountPassword ............................................................................................................................108CreatingAdminSecurityLogins.......................................................................................................................................109SettingPermissionsonanAdminRightsLogon ..............................................................................................................110

REPORTINGWITHINPRINTMANAGERPLUS................................................................................................................. 112

REPORTSINTRODUCTION ...........................................................................................................................................................112RunningaReport: ...........................................................................................................................................................113SummaryReports............................................................................................................................................................114DrillingDowninSummaryReports .................................................................................................................................115DetailedReports:.............................................................................................................................................................116

GENERATINGANDVIEWINGREPORTS...........................................................................................................................................117ReportingbyDateRange ................................................................................................................................................117SpecifyingSpecificReportingCriteria..............................................................................................................................118PrintingReports ..............................................................................................................................................................119ExportingReports............................................................................................................................................................120NavigatingReports .........................................................................................................................................................121DocumentSearching .......................................................................................................................................................124

ADVANCEDSETTINGSANDOPTIONS............................................................................................................................ 125

ADVANCEDUSERMANAGEMENT ................................................................................................................................................125ConfigurePrintManagerActions....................................................................................................................................125DefiningorAddingTrustedDomains ..............................................................................................................................126PrintingSecurity ..............................................................................................................................................................127AdvancedDatabaseSettings...........................................................................................................................................128

DATABASEMAINTENANCE .........................................................................................................................................................129PurgingOrphanedUsersandGroups..............................................................................................................................129PurgingDatabaseHistory ...............................................................................................................................................131PurgingOrphanedServersandPrinters ..........................................................................................................................132

CUSTOMPAGESIZES.................................................................................................................................................................134

WORKSTATIONCONFIGURATIONANDMODULES ........................................................................................................ 136

CONFIGURINGWINDOWSWORKSTATIONSTHROUGHAPRINTSERVER ...............................................................................................136

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 5

ConnectingtoaWindowsSharedPrinter .......................................................................................................................136InstallingaPrinterLocallyusingLPD/LPRPrinting .........................................................................................................138

CONFIGURINGMACOSXMACHINESTOPRINTTHROUGHAPRINTSERVER...........................................................................................139ConnectingusingLPD/LPRPrinting.................................................................................................................................139

ADVANCEDCLIENTCONFIGURATIONS...........................................................................................................................................140FirewallPortsusedbyPrintManagerPlusforWorkstationCommunication.................................................................140Citrix/TerminalServicesClients .......................................................................................................................................141

DATABASEINFORMATIONANDOPTIONS..................................................................................................................... 142

DatabaseIntroduction ....................................................................................................................................................142BasicTableStructure.......................................................................................................................................................142

DATABASESELECTIONANDCONFIGURATION .................................................................................................................................143VerifyingandChangingtheSelectedDatabase ..............................................................................................................143SelectingtheCorrecttypeofdatabaseforPrintManagerPlus ......................................................................................143SharingaMicrosoftSQL7.0/2000/2005Database ........................................................................................................144SharingaMicrosoftAccessdatabaseforRemoteAdministration..................................................................................144PermissionsonaPrintManagerPlusSQLDatabase ......................................................................................................145UsingtheSQLManagementStudioExpresstoSetPermissions: ....................................................................................145

INTERFACEWALKTHROUGHANDEXPLANATION.......................................................................................................... 146

MENUS ..................................................................................................................................................................................146FileMenu.........................................................................................................................................................................146EditMenu........................................................................................................................................................................147ViewMenu ......................................................................................................................................................................147SettingsMenu .................................................................................................................................................................149HelpMenu.......................................................................................................................................................................150

TOOLBOXICONS.......................................................................................................................................................................151TABSANDICONS ......................................................................................................................................................................152

UsersTab.........................................................................................................................................................................152UserGroupDefaultsTab.................................................................................................................................................152OrganizationalUnitsTab ................................................................................................................................................153ClientBillingTab..............................................................................................................................................................153PrintersTab.....................................................................................................................................................................153ServersTab......................................................................................................................................................................154ReportsTab .....................................................................................................................................................................154

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 6

IntroductionPrintManagerPlus2008withClientBillingandAuthenticationisasoftwarebasedprintmanagementproductthatisdesignedtotrack,quotaandrestrictprintinginaMicrosoftWindowsActiveDirectoryenvironmentorinaWindowsWorkgroupsetup.ItislicensedperasingleprintserverrunningMicrosoftWindowsServerorWorkstation2000,XP,2003,Vista,2008.TheproductinstallchangesnothingintheWindowsinfrastructureandreliesonlyuponthestandardWindowsprintsubsystem.TheClientBillingandAuthenticationeditionalsoincludesadditionalfunctionalitytobillandauthenticationprintstospecificclients,projectsorusers.

LargerorganizationsrunningWindowsClusteredservers,andTerminalServicesorCITRIXbasednetworksarealsofullysupported.

RequirementsandRecommendationsPrintManagerPlus2008isasoftwarebasedsolution,itisdesignedtobeinstalledandrunfromaWindowsPrintServer.Thefollowingrequirementsandrecommendationswillassistinensuringthesoftwareisproperlyimplementedwithinyournetworkenvironment.

HardwareandSoftwareRequirementsThefollowingoutlinesthesystemrequirementsrequiredforinstallingonaWindowsPrintServer.

Print Manager Plus 2008 Server Install

SupportedOperatingSystems MicrosoftWindows2000Server/Workstation MicrosoftWindows2003Server(Standard,R2,x64) MicrosoftWindows2008Server MicrosoftWindowsXPProfessional(Standard,x64) MicrosoftWindowsVista

HardDriveStorage DefaultInstallation150MB InstallationwithMicrosoftSQL2005Express335MB

Processor IntelPentium4andgreaterorcompatible 64bitProcessorssupported

RandomAccessMemory(RAM) 512MBRequired 1GBRecommended

ApplicationSupport SupportsMicrosoftClusteringServices SupportsCitrixandTerminalServicesEnvironments.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 7

AgentsandOptionsSystemRequirementsThefollowingoutlinessystemrequirementsforeachAgentandOptionavailableforPrintManagerPlus2008.

Agents and Options Requirements

RemoteAdministrator MicrosoftWindows2000/XP/VistaWorkstation 150MBHardDriveSpace

AuthenticationModule MicrosoftWindows2000/XP/VistaWorkstation 4MBHardDriveSpace

WorkstationConnectedPrinterAgent MicrosoftWindows2000/XP/VistaWorkstation 5MBHardDriveSpace

InstallableDatabaseOptionsListediseachdatabaseoptionavailablewithrecommendationsofwheneachisappropriate.

Database Type Recommended For

MicrosoftAccess SmallNetworks,LabsandLibraries PrintingLessthan750PrintJobsPeraDay SingleWindowsprintserver Lessthan5WorkstationAgents

MicrosoftSQL2005Express SmalltoMediumsizednetworks,LabsandLibraries PrintingLessupto5,000printjobsperaday. SingleWindowsPrintServers Upto15WorkstationAgents

MicrosoftSQL7.0/2000/2005 MediumtoLargenetworks Printingunlimitedjobsperaday SingleorMultipleWindowsPrintServers UnlimitedWorkstationConnectedPrinterAgents

NetworkInfrastructureRequirementsPrintManagerPlus2008isdesignedtotrack,quotaandrestrictprintinginaMicrosoftWindowsActiveDirectoryenvironmentorinaWindowsWorkgroupsetup.ItsdesignassumesthatprintjobsfromclientworkstationsarespooledtoaWindowsserver/workstationactingasaprintserver,andnotsentdirectlyfromtheclientworkstationtotheIPAddressorPortofanetworkconnectedprinter.

Important:ItisrequiredthatPrintManagerPlus2008beinstalledontheWindowsWorkstationorServerthatissharingtheprintqueueswithinthenetwork.

PrintersconnecteddirectlytoWindowsNT/2000/XP/Vistaworkstationcanalsobesuccessfullymanaged.(SeethesectionWorkstationConnectedPrintersSetup)

PrintersmaybeattachedtothenetworkinanumberofwaysaslongastheyarespooledthroughaWindowsPrintServer(SeenetworkDiagramsbelow):

PrintersdirectlyconnectedtoaWindowsPrintServerviaaCOM,LPTorUSBport.

NetworkPrintersconnected,eitherthroughabuiltinnetworkcardorviaadevicewhichinterfacesthenetworktoanLPT1styleconnector.(Thisdevice,e.g.theHPJetDirect,isoftencalleda"PrintServer"donotconfusethiswiththeWindowsPrintServermachinewherePrintManagerPlusisinstalled)

PrintersattachedtoaWindowsNT/2000/XP/Vistaworkstation.

!!"#

$#%&&'()*+,-!.'./!012(&1.(*()34,/!./*2)*( .*(,)5

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

##

,)) *0()*3)*

,6!*.*(,)

$#%&&'()*+,-!.'./!012(&1.(*()34,/!./*2)*( .*(,)5

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

/*2)*( .*(,),0/&

##

,)) *0()*3)*

!!"#

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 8

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 9

LicensingPrintManagerPlusPrintManagerPlus2008islicensedperaMicrosoftWindowsPrintServer.Licensingiscontrolledbyalicensekeywhichwillbegiventoyouonceyourpurchasehasbeenmadeandregistered.BelowarethedifferentversionsofPrintManagerPlusandhowtheyarelicensed.

Print Manager Plus Standard Small Business Edition 2008TheSmallBusinessEditionislimitedtoaWorkGroupnetworkorsinglefileandprintserverwithnomorethan5printersand35users.MaintenanceisincludedandcoversUpgrades/UpdatesandPhonesupportfor1Yearfromdateofpurchase.

Print Manager Plus Standard 2008PrintManagerPlusStandardislicensedperaprintserver.Itcoversunlimitedusersonthedomain(s)andunlimitedprintersontheprintserverorworkstationconnectedprinters.MaintenanceisincludedandcoversUpgrades/UpdatesandPhonesupportfor1Yearfromdateofpurchase.

Print Manager Plus with Client Billing and Authentication SOHO Edition 2008TheSmallOffice,HomeOfficeversionislimitedtoaWorkGroupnetworkorsinglefileandprintserverwithnomorethan2printersand5users.TheSOHOeditionhasallofthefunctionalityofClientBillingwithAuthentication.MaintenanceisincludedandcoversUpgrades/UpdatesandPhonesupportfor1Yearfromdateofpurchase.

Print Manager Plus with Client Billing and Authentication Small BusinessEdition 2008TheSmallBusinessEditionislimitedtoaWorkGroupnetworkorsinglefileandprintserverwithnomorethan5printersand35users.TheSOHOeditionhasallofthefunctionalityofClientBillingwithAuthentication.MaintenanceisincludedandcoversUpgrades/UpdatesandPhonesupportfor1Yearfromdateofpurchase.

Print Manager Plus with Client Billing and Authentication 2008PrintManagerPluswithClientBillingModuleislicensedperaprintserver.Itcoversunlimitedusersonthedomain(s)andunlimitedprintersontheprintserverorworkstationconnectedprinters.MaintenanceisincludedandcoversUpgrades/UpdatesandPhonesupportfor1Yearfromdateofpurchase.TheworkstationbasedClientAuthenticationModulecanbeinstalledonunlimitedworkstationsfornoextracharge.

Print Manager Plus Workstation Connected Printer Agent 2008 TheWorkstationConnectedPrinterAgentislicensedperWindows2000/XP/VistaWorkstation.Itcoversunlimitedtrackingofallprintersonthisworkstations.TheagentrequiresafulllicenseofPrintManagerPlus2008tobeinstalledtoconfigureandusetheWorkstationConnectedPrintAgent.MaintenanceisincludedandcoversUpgrades/UpdatesandPhonesupportfor1Yearfromdateofpurchase.

Print Manager Plus Traveling Consultant Edition 2008PrintManagerPlusTravelingConsultantEditionislicensedperprintconsultant.TheproductlicenseisgoodforOneYear.Theproductcanbeloadedonasmanycustomersitestheconsultantwantstoretrieveprintingstatisticsfrom.Theproductlicenseisgoodforsiteswithuptosomanyservers.Eachinstallationisgoodfor90daysonly.Maintenanceisincludedinthispriceandcoversupgrades/updatesandphonesupportfor1year.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 10

ProductRegistrationandSupport

RegisteringPrintManagerPlusPrintManagerPlusrequiresalicensekeytoinstallthefullversionoftheproduct.WhentheproductispurchasedthroughSoftwareShelfInternationalIncoroneofitsresellers,thenameandcontactinformationoftheEndUserisrequired.Onceobtainedthislicensekeyisissuedandtheenduserslicensewillautomaticallyberegistered.

Ifyouwouldliketoverifytheregistrationorchangetheregistrationdetailspleasesendarequestbyemailto:support@softwareshelf.com.PleaseincludeyourfullcontactdetailsandyourcurrentinstallkeywhichcanbefoundintheServersTabonthePrintManagerPlusinterface,andthenclickingonEditLicenseKey.

ObtainingSupportThefollowingUserGuideisdesignedtocoverallaspectsofusingandadministeringPrintManagerPlus2008.Ifyoushouldencounterdifficultiesintheuseoftheproduct,additionaltechnicalsupportisavailableontheweb.Additionallywithacurrentmaintenancecontractadditionalphoneandemailsupportisavailable.

Thepurchaseofthisproductincludesthefirstyearofphonesupportandproductupdates/upgrades.Afterthefirstyear,maintenancecanbeextended.

NorthandSouthAmerica,Canada,Australia,ASIA:SoftwareShelfInternational,Inc.601ClevelandStreet,Suite#710Clearwater,FL33755UnitedStatesPhone:8009622290,7274451920Fax:7274459223Email:support@softwareshelf.comWeb:www.softwareshelf.com

Europe,MiddleEast,andAfrica:SoftwareShelfInternational,Inc.VitalityHouse,2/3ImberhorneWayEastGrinstead,WestSussexRH191RLUnitedKingdomPhone:+441342310950Fax:+441342302405Email:support@softwareshelf.co.ukWeb:www.softwareshelf.co.uk

ProductUpdatesProductUpdatesandUpgradesareeasilyobtainablebyusingtheeUpdatefunctionofthesoftware.ThisfeaturecanbeaccessedusingthePrintManagerPlusAdministratorandusingtheeUpdateundertheFileMenu.TheeUpdatedialogwillexplainhowyoucanautomaticallycheckifthereisanupdatedversionforyoutodownloadanditwillthendownloadandinstalltheupdateforyou.

mailto:support@softwareshelf.commailto:support@softwareshelf.comhttp://www.softwareshelf.com/mailto:support@softwareshelf.co.ukhttp://www.softwareshelf.co.uk/

InstallingPrintManagerPlus2008

NewPrintManagerPlusInstallationsThefollowingsectionsoutlinecreatinganewinstallofPrintManagerPlus2008onanexistingMicrosoftWindowsPrintServer.ThisinstallshouldbemadeontheServerorWorkstationthatissharingtheprinterswithinyournetwork.

InstallingPrintManagerPlus

1. Choose the Windows Workstation or Server that is or will be your Network Print Server.

2. Insert the Print Manager Plus CD or double click the Install EXE you have downloaded from the internet.

3. Upon inserting the CD, or running the EXE, the installation screen will appear. Click [Next] to get the installation started.

4. The Licensing screen will require your license key, once the key is entered, click [Next].

Note: If this is an evaluation version and you have not received a key please contact sales@softwareshelf.com. For a copy of your purchased licensed key please contact support@softwareshelf.com

5. The License Agreement screen allows you to view the license agreement, once you have agreed select [I Agree] and click [Next].

6. You will be asked to choose the installation destination, once done click [Next]. Note: The Default destination is: C:\Program Files\Software Shelf International Inc

7. This next screen will prompt you to choose Full Setup or the Administrator Only Setup. In this case you would select [Full Setup]. Administrator Only setup is for installing additional Remote Administrators.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 11

http://www.softwareshelf.com/userguide/printmanagerplus/clientbilling.asp#section2.11#section2.11mailto:sales@softwareshelf.commailto:support@softwareshelf.com

8. Next you will enter the Database creation wizard. This wizard gives you four database options. Select the database option appropriate for your situation. Click Below to see details on how to install with each database type. For Further Information on each type of database, please visit (Print Manager Plus 2008 Database Options) within the Introduction.

Create Local Microsoft Access Database: Choose this if you plan to use Print Manager Plus on only one server, and will be tracking less than 750 print jobs per a day. (Click to continue with this option)

Create Local SQL 2005 Express Database: Choose this option if you plan to use Print Manager Plus on only one server, and will be tracking up to 5,000 print jobs per a day. (Click to continue with this option)

Create Print Manager Plus database on an Existing SQL 7.0/2000/2005 Server: Choose this option to create a database on an Existing SQL Server. Creating the database on a full version of SQL Server is recommended if you plan to use Print Manager Plus for more than one Print Server, or a single Print server with more than 5,000 print jobs per a day. (Click to continue with this option)

Note: Print Manager Plus does not include Server or Client Access Licenses for any edition of Microsoft SQL Server 7.0, 2000 or 2005.

Connect to an Existing Print Manager Plus Database: This option is selected when a Print Manager Plus database has already been setup on your network. Generally this option will be chosen when installing additional Print Manager Plus servers that will share one database. (Click to continue with this option)

ContinuingtheInstall:CreatingaLocalMSAccessDatabaseMicrosoftAccessitthesimplestsetupforPrintManagerPlus.ItwillinstallaMicrosoftAccessdatabaseinyourWindows\System32foldernamepmpquota.mdb.ALicenseofMicrosoftAccessisnotrequired.

9. OnceyouhaveaselectedthisdatabaseOption,click[Next].

10. PrintManagerPlusisnowreadytoInstall.Clickthe[Install]buttontostarttheInstallation.

11. Oncetheinstalliscompleteyoucanclick[Finish]toexit.

Important:TheservershouldberebootedbeforeusingPrintManagerPlus.Thismaybenecessary beforeprintManagerPlusisabletocorrectlytrackyourprinters.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 12

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 13

ContinuingtheInstall:CreatingaLocalSQL2005ExpressdatabaseThisoptionisbestforenvironmentswithonePrintServerwithalowtomidrangeprintingload,upto5,000printjobsperaday.ThiswillinstallaninstanceofMicrosoftsSQLServer2005ExpressspecificallyforusewithPrintManagerPlus.

9. OnceyouhaveaselectedthisdatabaseOption,click[Next].

10. ApromptwillappearaskingyoutoallowtheinstallofSQL2005Express,choose[Yes]tocontinue.

11. AfterafewminutestheSQLExpressdatabasewillhavefinishedinstalling.Oncethisdonethesetupcan continue,click[Install]tocompletetheinstallation.

12. Oncetheinstalliscompleteyoucanclick[Finish]toexit.

Important:TheservershouldberebootedbeforeusingPrintManagerPlus.Thismaybenecessary beforeprintManagerPlusisabletocorrectlytrackyourprinters.

ContinuingtheInstall:CreatingaPrintManagerPlusdatabaseonanExistingSQLServerThisoptionisrecommendedifyouplantousePrintManagerPluswithmorethanonePrintServer.ItisalsorecommendedforenvironmentswithhighprintvolumeorwhereyoualreadyhaveanexistingSQLServeryouwouldliketousetostoreyourPrinthistoryandPrintManagerPlussettings.ThisOptionSupportscreatingadatabaseonMicrosoftSQL7.0,2000,2005andSQL2005Express*. *SQL2005Express/MSDE:UsingSQLExpressorMSDEwithmorethanonePrintServerisnotrecommended.

9. OnceyouhaveaselectedthisdatabaseOption,click[Next].

10. TheServiceLogonscreenwillappear,entertheusernameandpasswordfortheservicetorunasina DomainName\UserNameformatandthenclick[Next].(i.e.MainOffice\Administrator). UserAccount:TheusernamespecifiedhereshouldbeaDomainAccountthathasLocalAdministrative PrivilegesonthePrintServerandDB_OwnerrightsonthePrintManagerPlusDatabasecreated.

11. OntheServerSelectscreen,typeinthenameofyourSQLServer.IfyourSQLServerissetupwith specificinstances,specifytheinstancename.(i.e.SQLServ01\PMPInstance) Note:CurrentlyPrintManagerPlusdoesnotsupportbeingrunwithSQLServerAuthentication.

12. TheinstallwillverifythatitcancontacttheSQLServeryouselected,oncethishasoccurredclick[Install] tocompletetheinstallation.

13. Oncetheinstalliscompleteyoucanclick[Finish]toexit.

Important: The server should be rebooted before using Print Manager Plus. This may be necessary before print Manager Plus is able to correctly track your printers.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 14

ContinuingtheInstall:ConnectingtoanExistingPrintManagerPlusDatabaseThisoptionallowsyoutoconnecttoanexistingPrintManagerPlusdatabase.MostcommonlythiswillbeselectedwhenyouaresettingupadditionalPrintManagerPlusserverstousethesamedatabaseasanexistingsetup. Important:IfthePrintManagerPlusdatabaseyouareconnectingto,isfromaversionpreviousto6.0, pleasecontactsupport@softwareshelf.comforinstructionsonupgradingthisdatabasefirst.9. OnceyouhaveaselectedthisdatabaseOption,click[Next].

10. YouwillbepromptedastowhetherornotyouareconnectingtoaSQL/MSDEDatabase,oraMicrosoft AccessDatabase.

ChooseYesFor: ChooseNoFor:SQLServer7.0/2000/2005MSDE2000SQLServer2005Express

MicrosoftAccessDatabase(pmpquota.mdb)

ContinuingtheInstall:ConnectingtoanExistingSQLDatabaseBelowthesetupinstructionscontinuewithstepstoconnecttoanexistingSQLDatabase.

11. TheServiceLogonscreenwillappear,entertheusernameandpasswordfortheservicetorunasina DomainName\UserNameformatandthenclick[Next].(i.e.MainOffice\Administrator). TheusernamespecifiedhereshouldbeaDomainAccountthathasLocalAdministrativePrivilegeson thePrintServerandDB_OwnerrightsontheexistingPrintManagerPlusDatabase.

Note:IfthisdatabaseislocalonthePrintServer(i.e.RunningMSDELocally)adomainaccountthatisalocaladminofthePrint ServerwillhavesufficientpermissionstorunPrintManagerPlus.

12. OntheServerSelectscreen,typeinthenameofyourSQLServer.IfyourSQLServerissetupwith specificinstances,specifytheinstancename.(i.e.SQLServ01\PMPInstance)

OnceyourSQLServerisselected,alsoselectWindowsAuthenticationandclick[Next] Note:CurrentlyPrintManagerPlusdoesnotsupportbeingrunwithSQLServerAuthentication.

13. TheinstallwillverifythatitcancontacttheSQLServeryouselected,oncethishasoccurredclick[Install] tocompletetheinstallation.

14. Oncetheinstalliscompleteyoucanclick[Finish]toexit.

Important:TheservershouldberebootedbeforeusingPrintManagerPlus.ThismaybenecessarybeforeprintManagerPlusis abletocorrectlytrackyourprinters.

mailto:support@softwareshelf.com

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 15

ContinuingtheInstall:ConnectingtoanExistingMicrosoftAccessdatabaseBydefaulttheMicrosoftAccessdatabaseisbydefaultlocatedintheWindows\System32folderonWindowsXP/2003/2008/VistaandintheWINNT\System32folderonWindows2000.Thenameofthefileispmpquota.mdb.

11. UponselectingthisoptionadialogwillappearallowingyoutobrowsetothePMPQuota.mdb.Onceyou haveselecteditclick[Open].

Note:WhenusingaMicrosoftAccessdatabase,itmustbestoredlocallyonthePrintServer.RunningPrintManager PluswitharemotenetworkedAccessdatabaseisnotsupported.

12. TheinstallwillverifythatitcanusetheAccessDatabaseyouhaveselected.,oncethishasoccurredclick [Install]tocompletetheinstallation.

13. Oncetheinstalliscompleteyoucanclick[Finish]toexit.

Important:TheservershouldberebootedbeforeusingPrintManagerPlus.Thismaybenecessarybeforeprint ManagerPlusisabletocorrectlytrackyourprinters.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 16

InstallingPrintManagerPlusonaPrintServerClusterPrintManagerPlusfullysupportsrunningonMicrosoftClusterandtrackingVirtualQueuessetupinaclusterenvironment.BothActive/ActiveandActivePassivesetupsaresupported.

RecommendationstoReviewbeforeStartingaClusterInstall

SetupVirtualPrintingFirst:Ensureyourvirtualprintqueuesaresetupandworkingwithinyourclustergroup,beforeinstallingPrintManagerPlus.

ConsideryourDatabaseOptions:Duringtheinstall,thereareseveraldatabaseoptions.Forclustersetups,werecommendusereither(A)AclusteredSQLDatabaseserverrunninginthesamecluster,or(B)aStandardSQLDatabaserunningonaseparateserver.

Important:WhilelocaldatabaseoptionslikeMSDEcanbeinstalledononeofthenodes,thesedonot providefailover;thiswouldrenderthePrintManagerPlusservicesunabletotrackandcontrolprintingin theeventofaclusterfailover.

ClusterLicenseKey:PrintManagerPlusrequiresaspeciallicensekeyforrunningonMicrosoftCluster.Ifyouareuncertainastowhetherornotyourlicensekeysupportscluster,pleasecontactsupport@softwareshelf.com.

RunningtheInstallonCluster

1. Install Print Manager Plus on the First Node:

Refer to the install section in the previous parts of this manual and install Print Manager Plus on your first Physical Cluster Node. During setup, its recommended to choose [Create an Print Manager Plus database, on an existing SQL Server] as the database option.

2. Install Print Manager Plus on Additional Nodes:

Once again, referring to the previous install sections install Print Manager Plus on your additional Physical Cluster Node. During setup, you must choose [Connect to an existing Print manager Plus database]. Be sure you choose the same database as was selected in the first install.

3. Set Services to Manual: On each Physical Node go to the [Control Panel > Administrative Tools > Services] and locate the [Print Manager Plus] service. Stop the service and under properties change the start-up type to manual.

mailto:support@softwareshelf.com

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 17

4. Service Logon: Also go under properties of the service go to the Logon tab, and ensure the account selected has full Admin rights over the entire cluster and Database Owner rights on the Print Manager Plus database. Ensure this is done on both physical nodes.

5. Add the Print Manager Plus Resource: Now that the software is installed, the Print Manager Plus services need to be added as a resource to your existing Cluster Group used for Printing.

a. Open the [Microsoft Cluster Administrator]

b. Select the Cluster Group used for Printing.

c. Select the file dropdown menu and choose New - > Resource

d. In the resource dialog, enter a unique name for the Print Manager Plus resource, we recommend just Print Manager Plus. Fill in the description field as you see fit for your environment.

e. In the dependencies dialog, specify this resource to be dependant on the Print Spooler service.

f. For the resource type choose Generic Resource

g. For the group, ensure you select the same group that has your Printers.

h. Name the service PQService and enable Use Network Name for computer Name

6. Startup and Test the Resource: Start the Print Manager Plus resource created. Open the Print Manager Plus Administrator on the Physical node, and ensure that your Virtual Server is listed on the Print Servers tab, and that all of your clustered printers are listed within the Printers tab.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 18

SilentInstallofPrintManagerPlusPrintManagerPluscanalsobeinstalledsilently.Aspecialversionoftheinstallfilesareneededtorunasilentinstall.Thesecanbeobtainedbycontactingsupport.TheyarealsolocatedonyourPrintManagerPlusCDRominthePrintManagerPlusSilentInstallfolder.

BelowaredetailsoninstallingPrintManagerPlussilently.Ifusingthirdpartypushinstallsoftware,thatdocumentationshouldbeconsultedaswell.

1. PlacetheSilentinstallfilesinashareddirectorythatisaccessiblebyalloftheserversyouwillbeinstallingPrintManagerPluson.

2. EnsurethefirstPrintManagerPlusinstallisdonemanuallyusingaSQLdatabase.SilentinstallsarenotsupportedwithaMicrosoftAccessDatabaseasthisdatabasetypeisonlyrecommendedforasingleprintserver.

3. Editthesetup.inilocatedintheSilentInstallfoldertomeetyournetworksneeds.Belowisadescriptionofeachoption.Anylinestartedwithasemicolon(;)iscommentedoutandignoredbythesilentinstall,semicolonsinthemiddleoflinesarepermittedandwillnotcommentoutanyportionofthefile.Thesilentinstalloptionsstartwherethe[Silent]islocated,sectionsabovethisbeignoredandleftunaltered.

LicenseKey=Thisoptionallowsyouenteryourlicensekeyeachserverwilluse.Youshouldhaveoncelicensekeytocoveryourenterprise.Ifthisisleftblankorcommentedoutviaasemicolonallinstallswillbeconsideredandevaluation.

SetupType=FullorAdmincanbespecifiedhere.InmostcasesyouwillchooseFullunlessyouaresilentlyinstallingtheAdminonlyconsolewhereyouwouldchooseAdmin.Ifthisisleftunspecified,theSilentinstallwilldefaulttoFullSetup.

InstallPath=ThisisthepathontheharddrivethePrintManagerPlusprogramfilesareinstalled.IfleftblankthedefaultlocationofC:\ProgramFiles\SoftwareShelfInternationalIncwillbeused.

ODBCDriver=Thisspecifiesthetypeofdatabasetobeused,twooptionsareavailableMicrosoftAccessDriver(*.mdb)orSQLServer.InmostenterpriseEnvironmentsSQLServerwouldbespecified.MicrosoftAccessshouldonlybeusedifusingalocalMSAccessdatabase.ODBCAttributesmustalsobeproperlyspecifiedinorderfortheinstalltocompletesuccessfully.

ODBCAttributes=ThisspecifiestheOptionsfordatabaselocationandtype.ThewaythisfieldispopulatedvariesdependingontheODBCDriverspecified.

SQL:ReplaceServerNameHerwiththeserverhostingyourSQLdatabase,leaveallothersettingsasdefault(seeexamplebelow)

ODBCAttributes=DESCRIPTION=PrintManagerPlusSQL;DSN=PrintManagerPlus;DATABASE=PrintManager;SERVER=ServerNameHere;TRUSTED_CONNECTION=Yes

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 19

MSAccess:ReplaceC:\WINDOWS\System32\pmpquota.mdbwiththepathyouwishforyourAccessdatabasetobeinstalledto,leaveallothersettingsasdefault(seeexamplebelow)

ODBCAttributes=DESCRIPTION=PrintManagerPlusAccess;DSN=PrintManagerPlus;DBQ=C:\WINDOWS\System32\pmpquota.mdb

ServiceLog=ThisspecifiestheuseraccountthePrintManagerPlusservicewillrunas.ThisusernameshouldbespecifiedasDomainName\UserName(e.g.MyDomain\Administrator)

ForPrintManagerPlusstandard,thisshouldbeadomainaccountthatisanAdminofthePrintserverandalsohasreadandwriteaccesstothePrintManagerdatabase.WhenusingPrintManagerPluswithAuthenticationthisneedstobeadomaincontrollertoensurepropercommunicationwithallworkstations.IfinstallingonaDomainController,thisloginmustbeaDomainAdministrator.

ServicePassword=ThisisthepasswordthatshouldmatchtheuseraccountspecifiedwithinServiceLog.

4. Nowthatthesetup.iniissetup,ensureitisinthesamefolderasthesetup.exeandothersilentinstallfiles.UsingscriptsorThirdpartysoftwareinitializetheinstallontheserversyouwishinstallPrintManagerPlus.

5. Important:Oncetheinstalliscompletethespecifiedserverswillberebootedautomatically.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 20

InstallingonMultiplePrintSeversSharingaCentralDatabasePrintManagerPlus2008isscalableandcanbeinstalledonmanyPrintServerswithinthesameenvironment.DoingsorequirestheuseofacentralSQL7.0/2000or2005databaseserver.ThisservercanbelocatedononeofthePrintservers,orcanbeonanyserverwithinthesamenetwork.

RunningthefirstinstallwillcreatethePrintManagerPlusdatabase,subsequentinstallswillattachtothatdatabasecreatedbythefirstinstall.

RunningtheInstallontheFirstPrintServer

1. Choose the Windows Server that Print Manager Plus will be installed on first.

2. Insert the Print Manager Plus CD or double click the Install EXE you have downloaded from the internet.

3. Upon inserting the CD, or running the EXE, the installation screen will appear. Click [Next] to get the installation started.

4. The Licensing screen will require your license key, once the key is entered, click [Next].

Note: If this is an evaluation version and you have not received a key please contact sales@softwareshelf.com. For a copy of your purchased licensed key please contact support@softwareshelf.com

5. The License Agreement screen allows you to view the license agreement, once you have agreed select [I Agree] and click [Next].

6. You will be asked to choose the installation destination, once done click [Next].

7. This next screen will prompt you for the setup type, choose [Full Setup].

8. Next you will enter the Database selection wizard. This wizard gives you four database options. Select the [Create Print Manager Plus database on an Existing SQL 7.0/2000/2005 Server] option. This Option Supports creating a database on Microsoft SQL 7.0, 2000, 2005 and SQL 2005 Express*. *SQL 2005 Express and MSDE Are not Recommended Options for Multilple Servers

9. Once you have a selected this database Option, click [Next].

10. The Service Logon screen will appear, enter the username and password for the service to run as in a DomainName\UserName format and then click [Next]. (i.e. MainOffice\Administrator). The username specified here should be a Domain Account that has Local Administrative Privileges on the Print Server and DB_Owner rights on the Print Manager Plus Database created.

11. On the Server Select screen, type in the name of your SQL Server. If your SQL Server is setup with specific instances, specify the instance name. (i.e. SQLServ01\PMPInstance)

12. The install will verify that it can contact the SQL Server you selected, once this has occurred click [Install] to complete the installation.

13. Once the install is complete you can click [Finish] to exit.

mailto:sales@softwareshelf.commailto:support@softwareshelf.com

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 21

InstallingPrintManagerPlusonAdditionalServersOncePrintManagerPlushasbeeninstalledonthefirstserverandthedatabasehasbeencreated,youcanproceedtoinstallPrintManagerPlusonasmanyserversasyourlicenseallows.

1. Insert the Print Manager Plus CD or double click the Install EXE you have downloaded from the internet.

2. Upon inserting the CD, or running the EXE, the installation screen will appear. Click [Next] to get the installation started.

3. The Licensing screen will require your license key once again, once the key is entered, click [Next].

4. The License Agreement screen allows you to view the license agreement, once you have agreed select [I Agree] and click [Next].

5. You will be asked to choose the installation destination, once done click [Next].

6. This next screen will prompt you for the setup type, choose [Full Setup].

7. Next you will be prompted for a database option, choose [Connect to an Existing Print Manager Plus Database] and click [Next]

8. A new dialog will appear prompting you to specify whether or not it is a SQL database; choose [Yes] to indicate that it is a SQL database.

9. The Service Logon screen will appear, enter the username and password for the service to run as in a DomainName\UserName format and then click [Next]. (i.e. MainOffice\Administrator). The username specified here should be a Domain Account that has Local Administrative Privileges on the Print Server and DB_Owner rights on the existing Print Manager Plus Database.

10. On the Server Select screen, type in the name of your SQL Server. If your SQL Server is setup with specific instances, specify the instance name. (i.e. SQLServ01\PMPInstance)

11. The install will verify that it can contact the SQL Server you selected, once this has occurred click [Install] to complete the installation.

12. Once the install is complete you can click [Finish] to exit.

13. Now this server should appear in the same database as the first Print Server.

14. Repeat these steps for any additional servers requiring Print Manager Plus.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 22

UpgradingtoPrintManagerPlus2008PrintManagerPlus2008canbeupgradedfrompreviousversionsretainingallexistingsettings,quotasandprintjobhistory.Thebelowsectionprovideswhichversioncanbeupgradedfrominthismanner,andhowtoperformthisupgrade.

UpgradeInstallationfromversion6.0UpgradingfromaninstallofPrintManagerPlus6.0istheeasiestversiontoupgradeto.Belowarethestepstoperformthisupgrade.

1. CreateabackupofyourcurrentPrintManagerPlusdatabase.

2. EnsureallserversrunningPrintManagerPlusarecurrentlyatversion6.0.0.124orlater.Thiscanbecheckedwithin[File>eUpdate].Thiswillallowyoutocheckallexistinginstalls.

o IfallPrintserversareonPrintManagerPlusversion6.0.0.124proceedtostep2.

o IfyourPrintServersarenotonversion6.0.0.124,theseserversallneedtobeupdatedto6.0.0.124usingtheelectronicupdatedwithin[File>eUpdate].

3. Onceitisverifiedthattheserver(s)arerunningversion6.0.0.124,stopthePrintManagerPlusservice.EnsurethisserviceisstoppedforallserversrunningPrintManagerPlusifmultipleserversareinuse.

4. LaunchthePrintManagerPlus2008setupfromtheDownloadorCDversion.

5. Afteramoment,theinstallwillpromptyoulettingyouknowthatitwillupgradeyourexistingPrintManagerPlus6.0.0.124toversion2008.

6. Afterclicking[Next]theinstallwillbeginbydetectingyourdatabase.Youwillbepromptedtoconfirmupgradingyourdatabasefromversion6.0,toversion2008.

7. Onceconfirmedtheinstallwillupgradethedatabase.Thismaytakeanywherefrom2to40minutesdependingonthedatabasesize.

8. Afterthedatabaseupgradehascompletedsuccessfully,theinstallwillcontinueupgradingallsoftwarecomponentstoversion2008.

9. Oncecompleted,theinstallwillpromptforasystemrestart,thisisrequiredbeforetheproductwillproperlyfunction.

10. RepeatthisprocessonanyadditionalprintserversrunningPrintManagerPlus.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 23

UpgradingfromVersion5.5UpgradingfromPrintManagerPlus5.5requiresfirstupgradingtheinstalltoversion6.0followingthebelowsteps.

1. BackupyourexistingPrintManagerPlusdatabase.

2. RunthePrintManagerPlus6.0.0.124installfiletostarttheupgradetoversion6.0.

3. Oncelaunched,thesetupwillpromptthatitisgoingtoupgradeyourinstallationtoversion6.0.Click[Next]tolaunchthesetup.

4. Oncetheinstalliscompletetheinstallwillpromptforasystemrestart.Thisneedstobedonebeforeproceeding.

5. Oncetheserverhasbeenrestartedproceedtofollowthestepstoupgradefromversion6.0UpgradeInstallationfromversion6.0

Upgradingfromversions5.0andearlierUpgradingfromversion5.0andearlierrequiresafulluninstallandreinstall.Nosettings,quotasorprintjobhistorywillberetained.

1. BackupyourexistingPrintManagerPlusdatabase.

2. WithinAdd/RemoveProgramsselectthePrintManagerPlusinstallandchoosetoUninstall.

3. Oncetheapplicationisremovedrestarttheserver.

4. FollowthestandardinstallinstructionsdetailedpreviouslyinthismanualtocreateanewPrintManagerPlus2008install.

InstallingPrintManagerPlusAgentsandOptionsPrintManagerPlus2008providesavarietyofAgentsandOptions,belowcoversinstallingthemostcommoninstalloptions.

InstallingtheAuthenticationModuleonWindowsTheauthenticationmoduleisthecomponentwhichallowsenduserstobepromptedforaClient/ProjectAccountorforUsernameandPasswordauthentication.Thefollowingsectioncoversinstallingthisutility.

1. DownloadthenewestversionoftheAuthenticationModuleMSI(MicrosoftInstallerfile).

2. DoubleclickonthisMSItostarttheinstall.Awelcomedialogwillappear,click[Next]tocontinue.

3. Onthenextscreen,click[Install]tobegintheinstallprocess.

4. TheinstallwillrunandinstalltheAuthenticationModulesothatitstartsautomaticallyforallusers.

5. Oncetheinstalliscomplete,asmallprintericonwithabluearrowwillappearinthetasktraytoindicatethatitisrunning.

Note:ThisMSIcanbepushedoutusingmostThirdPartypushinstallsoftwareorActiveDirectoryGroupPolicy;.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 24

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 25

InstallingtheAuthenticationModuleonAppleMacintoshOSXTheAppleMacOSXauthenticationisasimpleapplicationthatcanbedoubleclickedwheneveritneedstoberun.

ThedownloadisnamedAuthenticationModule.AppanditisavailablefromtheAgentsandOptionspagewithinthePrintManagerPluspages.

SettinguptheAuthenticationModule:

1. DownloadtheMacAuthenticationModulefromtheSoftwareShelfwebsite.

2. UnzipthedownloadandplacetheAuthenticationModule.appfileontheMacwhereitcanbeasilyaccessed.

3. Whenneeded,doubleclickontheAuthenticationModuleapp.Itwillremainingrunninginthebackgrounduntilthenextlogon.ItwillprovidethesameClientBillingandAuthenticationfeaturesastheauthenticationmoduledoeswithinWindows.

SettingtheMacAuthenticationModuletoStartupAutomaticallyBydefaulttheAuthenticationModuleforMacOSXwillnotstartupautomatically.ThefollowingsectioncontainsstepstosetthisupforautomaticstartupforeachversionofMacOSX.

YoudefineStartupItemsinMacOSX10.5/10.4(Leopard/Panther)orLoginItemsMacOSX10.3andearlier(Tiger/Jaguar)foryouraccountasfollows.

Tiger:LoginItemsarespecifiedintheSystemPreferences>Account>(selectaccount)>LoginItemstab.HerebrowsetotheAuthenticationModule.appandaddittothestartup.

Panther:StartupItemsarespecifiedintheSystemPreferences>Account>(selectaccount)>StartupItemstab.HerebrowsetotheAuthenticationModule.appandaddittothestartup.

Jaguar:LoginItemsforanaccountarespecifiedintheSystemPreferences>LoginItemspreferencespanewhenloggedintothataccount.HerebrowsetotheAuthenticationModule.appandaddittothestartup.

InstallingtheRemoteAdministratorTheRemoteAdministratorsallowsthePrintManagerPlussoftwaretobemanagedfromaworkstationwithinthesamenetwork.Thisallowsadministratorseasyaccesstosettings,quotasandreportswithoutloggingintotheprintserver.

1. Insert the Print Manager Plus CD or double click the Install EXE you have downloaded from the internet.

2. Upon inserting the CD, or running the EXE, the installation screen will appear. Click [Next] to get the installation started.

3. The Licensing screen will require your license key, once the key is entered, click [Next].

4. The License Agreement screen allows you to view the license agreement, once you have agreed select [I Agree] and click [Next].

5. You will be asked to choose the installation destination, once done click [Next]. Note: The Default destination is: C:\Program Files\Software Shelf International Inc

6. This next screen will prompt you to choose Full Setup or the Administrator Only Setup. Choose [Administrator Only].

7. A new dialog will appear prompting you to specify whether or not it is a SQL database; choose [Yes] for SQL, and [No] for Microsoft Access

8. Proceed to the next install section as appropriate o Installing Conncting to an Access database o Installing Connecting to a SQL Database

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 26

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 27

InstallingConnectingtoanAccessDatabase:Whenchoosingaccess,youwillbepromptedforthelocationoftheAccessdatabase.Generallythisissharedmakingiteasilyaccessing.Forinformationonsharingthedatabase,seethesectionlabeled:SharingaMicrosoftAccessdatabaseforRemoteAdministration

a) BrowsetotheprintManagerPlusaccessdatabasenamedPMPQuota.mdbandselectit.Youcanalsomapanetworkdrivetoitslocationwithinthisdialog.

b) After the Access database has been verified, you will be prompted to click Install to continue. Print Manager Plus will automatically complete the remaining portion of the installation once this is clicked.

InstallingConnectiontoaSQLDatabase:

a) YouwillbeaskedforthenameoftheSQLServerhostingthedatabaseyouwouldliketoAdminister.Selectthisdatabaseortypeitintothedropdownbox.

b) After the SQL database has been verified, you will be prompted to click Install to continue. Print Manager Plus will automatically complete the remaining portion of the installation once this is clicked.

9. Oncethedatabasehasbeenselectedsuccessfully,click[Finish]tocompletetheinstall.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 28

InstallingandConfiguringtheWorkstationConnectedPrinterAgentTheworkstationconnectedprinteragentallowsyoutotrackprintersconnectedtoworkstationsinyournetwork.Thisagentrequiresadditionalworkstationlicensesforeachworkstationitisinstalledon.ThetrackingagentwillrunonWindows2000Professional,WindowsXPandWindowsVista.

InstallingtheWorkstationConnectedPrinterAgent:

1. ChoosetheWorkstationthatyouwillbeinstallingtheagenton.

2. DoubleclicktheWorkstationInstallyouhavedownloaded.

3. Uponrunningtheinstall,theinstallationscreenwillappear.Click[Next]togettheinstallationstarted.

4. Thenextscreenwillrequirethelicensekeythatyouhavereceived;notethatthekeyiscasesensitiveandnotthesameasyourserverslicensekey.Aworkstationconnectedprintedagentkeyisrequired.

Note:IfyouneedtopurchaseorevaluatetheWorkstationConnectedPrinterAgent,pleasecontactoursales departmenthereat(800)9622290orsales@softwarehshelf.com.

5. Thenextscreenallowsyoutoviewthelicenseagreementwhichyoushouldagreetoandthenclick[Next].

6. NextyouwillbepromptedtoselectwhichtypeofdatabaseyourPrintManagerPlusserveruses.IfitisaSQLDatabasechoose[Yes],otherwisetolaunchtheMicrosoftAccessconfigurationchoose[No].

7. Proceedtothenextsectionappropriatetoyourdatabasetype.

MicrosoftAccessWhenconnectingtoaMicrosoftAccessdatabase,youwillbepromptedforthelocationofthedatabase.ThisisnormallyasharedonthePrintServer(seesectionSharingaMicrosoftAccessdatabaseforRemoteAdministration)

a. Underthedatabasename,enterinthefullUNCPathofyourPrintManagerDatabase.(e.g.\\printserver04\pmpshare\pmpquota.mdb).

b. NowyouneedtoenterinaDomainorWorkgroupLoginforthisservicetouse.ThisloginmustbeanaccountthatisanAdministratoroftheworkstation,andalsohavefullcontrolofthePMPquota.mdbdatabasefile.

c. Aftertheservicelogonisset,youwillbepromptedtoclickInstalltocontinue.ThePrintManagerPlusWorkstationTrackingAgentwillautomaticallycompletetheremainingportionoftheinstallationoncethisisclicked.

mailto:sales@softwarehshelf.com

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 29

MicrosoftSQL/MSDEConfiguration:

a. ServiceLogon:PrintManagerPlusrequiresdomaincredentialswhichprovideadminrightstothePrintserverandDBownerrightsontheSQLDatabase.Theusernameshouldbeenteredwithdomainfollowedbytheusername(examplegiven:DomainName\Username).

b. SQLServerSelection:YouwillbepromptedforthelocationofyourexistingSQLServerEnterintheNetBIOSshortnameofyourserver(e.g.PRINTBOX01)orclickbrowseandlocatetheSQLServeryouwishtouse.

c. AftertheDatabasehasbeenverified,youwillbepromptedtoclickInstalltocompletetheinstall.

8. ClickFinishtocompletetheinstallation

UsingPrintManagerPlusThischaptercoversthemostcommonfunctionsinthebasicuseofPrintManagerPlus2008.

IntroductionPrintManagerPlus2008withClientBillingandAuthenticationisprimarilycomposedofthreecomponents.Theyare:

ThePrintManagerPlusAdministrator:Thisistheuserinterfaceoftheprogram.ThiswillalsobeinstalledwithafullinstallonthePrintServer.Thiscomponentallowsadministratorstosetthetracking,clientbillingandauthenticationsettings.ThisalsoallowsAdministratorstorunreports.

ThePrintManagerPlusService:ThiscomponentrunsinthebackgroundonthePrintServeritisinstalledon.ThisisthecomponentthatmonitorsthePrintSpoolertotrackprintjobsandlogthemtothePrintManagerPlusdatabase.

TheAuthenticationModule:ThiscomponentisinstalledontheEndUserworkstations.Itallowsthetwowaycommunicationbetweentheirworkstations,andthePrintServertoproperlybilljobstoaclient,orauthenticateprintjobs.Itisnotrequiredforthetrackingofprintjobs,butisrequiredforanyClientBillingandAuthenticationfeature.

LaunchingthePrintManagerPlusAdministratorAfterinstallation,thePrintManagerPlusadministratorcanbelaunchedfromtheStartMenu>AllPrograms.ItislocatedunderthePrintManagerPlusfolder.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 30

http://www.softwareshelf.com/userguide/printmanagerplus/clientbilling.asp##

StartingthePrintManagerPlusserviceBydefault,afterinstallthePrintManagerPlusserviceshouldbestartedandsettoAutomatic.Thiscanbeverifiedwithin[AdministrativeTools>Services].Oncelocated,theservicecanbestopped,startedorrestartedwithinService.

1. BrowsetoAdministrativeToolsandopenServices.

2. WithinservicelocatetheservicenamedPrintManagerPlus.

3. Stop,startorrestarttheserviceasnecessarytoenableordisablethetrackingofPrintJobs.

TheAuthenticationModulePrintManagerPlus2008withClientBillingandAuthenticationrequirestheAuthenticationModulebeinstalledoneveryMicrosoftWindowsorAppleMacintoshmachinerequiringClientBillingorAuthenticationfeatures.Belowareinstallersforthesefeatures.

WindowsAuthenticationModuleXP/2000/2003/Vista:http://downloads.softwareshelf.com/products/PMP2008/PMP_AuthenticationModule.MSIForWindows,launchtheinstallerandfollowthepromptsuntilthemoduleisinstalled.Noadditionalconfigurationisneeded.

MacintoshOSXAuthenticationModuleMacOSX10.1andLater:http://downloads.softwareshelf.com/products/PMP2008/AuthenticationModuleMacOSX.zipForMacOSX,unziptheAuthenticationModule.appanddoubleclicktorunit,oncedonethemodulerunninginthebackground.ItmaybeaddedtotheMacOSXUserStartupifdesired.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 31

http://downloads.softwareshelf.com/products/PMP2008/PMP_AuthenticationModule.MSIhttp://downloads.softwareshelf.com/products/PMP2008/AuthenticationModuleMacOSX.zip

FilteringUsersbyGroups,OrganizationalUnitsandDomainsUponopeningtheprintManagerPlusadministratorforthefirsttime,theusers,groupsandorganizationalunitsforthedomainthePrintServerisinwillautomaticallybedisplayed.InaWorkgroupenvironment,theusersandgroupsofthesystemPrintManagerPlus2008isinstalledonwillbedisplayedinstead.Foreaseofadministration,PrintManagerPlus2008providesoptionsforfilteringwhichUsers,GroupsandOrganizationalUnits(OUs)areshown.Thisfilteringisespeciallyimportantforlargeenvironments.

FilteringUsersbyGroups,OrganizationalUnitsandDomains:

1. OpenthePrintManagerPlusAdministrator.

2. Onceopenedtheprogramwilldefaulttothe[Users]tab.

3. Tofiltertheusersshownintheview,clickthe[ActiveDirectoryViewSettings]locatedonthelefthandside,orwithinthe[View]pulldownmenu.

4. Onceopened,adialogwillappearwiththeoptionofviewingtheentiredomain,orfilteringwhichusersshouldbeshown.Tofilterusers,selecttheoption[FilerUsersbasedonGroup,OrganizationalUnitorDomain].

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 32

5. Selectthegroups,OrganizationUnits(OUs)orDomainsdesired.Userswillbeshowniftheymatchanyoftheselecteditems.Onceselectedclick[OK]. InExample:IfDomainAdmins,DomainGuestsandtheLab1OrganizationalUnitare selected;usersinanyofthesegroupsorOUswillbeshown.

6. Oncedone,theuserlistwillshowonlytheusersmatchingthespecifiedcriteria.

7. Tochangetheview,ortoshowalldomainusers,groupsandOUsagain,clickthe[ActiveDirectoryViewSettings]again.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 33

UsingPrintManagerPlusforTrackingofPrintingWheninstalledonaMicrosoftWindowsPrintServer,PrintManagerPluswillstarttrackingallprintingthatoccursthroughthesharedprintersonthatsystem.ThefollowingsectionscoverthebasictrackingfeaturesofPrintManagerPlus.

EnsuringPrintersareDetectedandTrackingOnceinstalled,PrintManagerPluswilldetectallprintersthatareinstalledlocallyonthePrintServer.Theseprinterswillappearwithinthe[Printers]tab.TheseprinterslistedshouldbethesameprintersthatareinstalledasLocalPrinterswithinthe[PrintersandFaxes]folderoftheoperatingsystem.

WindowsPrintersandFaxesFolder PrintManagerPlusPrintersTab

DefaultPrinterSettings:TheitemlistednamedDefaultPrinterSettingsisnotaprinter.ItisanobjectwithinPrintManagerPlus thatallowstheadministratortoadjustthedefaultcostandauthenticationsettingsforallprintersandnewprintersadded.

Note:IfPrintManagerPlusdoesnotdisplaytheinstalledprinters,ensurethatthePrintManagerPlusServiceisstartedwithin Services.SeeSectionStartingthePrintManagerPlusService.

EnsuringPrintManagerPlusisTracking:

1. OpenPrintManagerPlusandensuretheprogramhasdetectedtheinstalledprintersbyopeningtheprinterstab.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 34

2. SendaWindowstestpage,orotherprinttooneofthedetectedprinters.

3. RefreshthePrinterstabbyclickingtheRefreshbuttonunderthefilemenuorhitting[F5].

4. Oncedone,thePrinterthejobwassentto,shouldshowthepagesprinterunderthe[Pages/Inches]column.

5. RefreshingtheUserstabwillalsoshowthepagesprintedundertheuserthatprintedthejob.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 35

RunningReportstoViewSummaryandDetailedInformationThePrintManagerPlusreportstaballowsAdministratorstoviewsummariesanddetailedprintinghistoriessortedbyUser,Groups,ClientAccountsandmanyothercategories.Thefollowingsectionisanintroductiontoreporting.Fordetailedinformationonreporting,viewthesectionlabeledReportingwithinPrintManagerPlus.

Thereportstabisbrokenintoavarietyofcategoriestoassistinmakingiteasytolocatethereportneeded.ThesecategoriesincludereportsandgraphssortedbyClient/Projects,Printer,User,UserGroup,OrganizationalUnit,WorkstationandServer.

SummaryReports:SummaryreportsprovidebasictotalsofprintingforUsers,Printers,ClientAccountsandothercategories.BelowisanexampleofaSummaryforallUsersreport.Thisreportliststhetotalprintsdonebyeachuser.

1. OpenthePrintManagerPlusadministrator,andbrowsetothe[Reports]tab.

2. WithinUserreports,clickthe[SummaryforallUsers]report.

3. Anewdialogwillload.Thisdialogwillallowyoutoselectthedaterangetoreporton;selectthestartandendrangesdesiredforreporting.

4. Clicking[OK]willdisplaythedesiredsummaryreport.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 36

DetailedReports:Detailedhistoryreportsshowthedetailedinformationofeachandeveryprintjob.ThereareavarietyofdetailedreportssortedbyUser,Group,Clientandmanyotherfields.BelowisanexampleofrunningaDetailedHistorybyPrinterreport.

1. OpenthePrintManagerPlusadministrator,andbrowsetotheReportstab.

2. WithinPrinterreports,clickthe[DetailedHistorybyPrinter]report

3. Anewdialogwillload.Thisdialogwillallowyoutoselecttheprinterstoreporton,aswellasthestartandendrangeofPrinting.

4. Clicking[OK]willdisplaythedesireddetailedreport.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 37

AddingandTrackingnewPrintersWhenPrintManagerPlusisfirstinstalled,itwilldetectalllocallyinstalledprinters.However,ifnewprintersareaddedthePrintManagerPlusserviceneedstoberestartedbeforenewprinterswillbedetected.

1. OpenthePrintManagerPlusadministrator.

2. Openthe[PrintServers]tabwithinPrintManagerPlus,andselectyourserver.

3. Onceselected,clickthe[RestartService]button.

4. Afteramomentortwo,theserverwillturnRedandsaystopped,andthenturnGreenagainandshowrunning.Onceitisrunningagainanynewprintersaddedshouldbetrackedagain.

5. Openthe[Printers]tabandrefreshthispagetoseenewprintersinstalled.Torefresheitherclickthe[Refresh]buttonundertheviewmenu,orbyhittingthe[F5]key.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 38

TrackingPrintingbyUserGroupsPrintManagerPlusallowsthetrackingofprintingperActiveDirectoryUserGroup.Forsimplicity,ausersprintjobscanbeassignedtoonlyonegroupatatime.Tohelpensureusersaretrackedunderthedesiredgroup,nogrouptrackingoccursexceptforgroupsactivatedunderthe[UserGroupDefaults]tab.Belowarestepstoactivateagroup.

ActivatingaGroupforTracking:

1. OpenthePrintManagerPlusAdministrator,andbrowsetothe[UserGroupDefaults]tab.

2. Selectoneofthegroupsyouwouldliketotrackby.Inthisexample,[Administrators].

3. Onceselected,openthePropertiesofthegroupbyeitherdoubleclickingorrightclickingandchoosing[Properties].

4. WithinProperties,eitherleaveitsettoUnlimitedPrintingorsetaprintingbalanceifitisdesiredtoquotatheuserswithinthisGroup.Onceselectedclick[OK].

5. Onceenabled,thisgroupwillstandoutandbecoloredinshowingitsactivatedstatus.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 39

6. Onceactivated,anyuserwhoprintsthatisamemberofthisgroupwillhavetheircurrentandfutureprintjobsloggedtothatreportBelowareisasampleofthe[SummaryforAllUserGroups]reportingshowingAdministrators,GuestandDomainUsersgroupactivated. Note:Printingdonebyuserswhodonotbelongtoanactivatedgroup,willautomaticallybegroupedintothe UngroupedPrintJobscategory.

UsersinMultipleGroups:IntheeventauserbelongstomultiplegroupsthathavebeenactivatedwithinPrintManagerPlus,theirprintjobswillbeassignedtothegroupwiththehigherbalance.Ifallgroupsaresettounlimitedprinting,itwillselecttheusersPrimaryGroupwithinActiveDirectory.

TrackingPrintingbyOrganizationalUnitsPrintManagerPluscanalsoreportbasedonOrganizationalUnit.Anyuserwhohasprinted,orhasaprintingbalancewillalsohavetheirOrganizationalUnitthattheuserisdirectlyamemberoflogged.Withthisdatareportswithinthe[OUReports]sectionofthereportstabwillproperlyreporttheprintingforeachOrganizationalUnit.

Anyprintingdonebyuserswhoaredirectlyintherootofthedomain,andarenotinaspecificOrganizationalUnit,willhavetheirprintjobsloggedunder[.\DomainRoot].Seebelowexample:

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 40

ManagingUserQuotas,RestrictionsandGroupsPrintManagerPlus2008allowsavarietyofquotasandrestrictionandgroupoptions.Thesequotasandrestrictionscanbesetonindividualusers,oronanentiregroup,organizationalunitorasadefaultforallusers.

IntroductiontoUsers,GroupsandOrganizationalUnitsPrintManagerPlushasthreetabsdesignedforthemanagementofquotasandrestrictionsforUsers,GroupsandOrganizationalUnits(OUs).Belowisabreakdownofeachtabanditsgeneraluse.

Tab GeneralUseUsers SettingRestrictionsonaPerUserBasis

Viewingwhichusershaveprinted,andhowmanypages.SettingcustomUsernamesandPasswords

UserGroupDefaults ActivatingtrackingperUserGroupSettingQuotasorRestrictionsonanentireActiveDirectoryGroupAdjustingtheDefaultUserSettings

OrganizationalUnits SettingQuotasorRestrictionsonanOrganizationalUnit

DefaultUserSetting Appliestoallusers,ifamorespecificsettingisnotset,

SearchingwithinEachTabPrintManagerPlushasasearchfeatureinallofitsettingsmanagementtabs.Thissearchfeaturesallowsforeasylocatingofusers,groups,OUs,Clients,PrintersandServers.Tousethesearch,typetheitemyouaresearchingfor,orpartofitsnameintothesearchboxandclick[Search].Inthebelowexampletheword[Domain]wassearchforwithintheUserGroupDefaultstab.Allgroupswiththeworddomaininitwereshown.

Note:WithintheUserstab,boththeusernameandtheUsersfullnameasspecifiedwithinActive Directoryissearched.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 41

SettingQuotasandRestrictionsonaPerUserBasisQuotasandrestrictionscanbesetonaperuserbasis.QuotasandrestrictionssetonaperuserbasiswilloverrideanyGrouporOrganizationalUnitsetting.

1. OpenthePrintManagerPlus,andlocatetheuseryouwishtosetquotasandrestrictionsfor.

2. Highlightthisuser,andclick[AddQuotasandRestrictions]onthelefthandside.

3. Underthe[Account]tab,youcansettheusertohaveeitherUnlimitedprinting,orsetittolimitby

AccountBalance.Ifanaccountbalanceisselected,thenspecifytheamountofprintingbalancetheusercanhave.

Note:bydefaultprintingischargedat0.05perapage.Thiscostcanbeadjustedperprinteron thePrinterstab.

4. Afterthebalanceisset,restrictionscanalsobesetontherestrictionstab.Tosetrestrictionsclickonthe[Restrictions]tabandactivatethedesiredrestrictions.

5. Oncethequotaandrestrictionsaresetasdesired,click[OK]tosavethesesettings.Theywilltakeeffectimmediately.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 42

SettingQuotasandRestrictionsDefaultonanActiveDirectoryGroupMostcommonlyQuotasandRestrictionswillbesetuponapergroupbasis.Thiscanbedonewithinthe[UserGroupDefaults]tabwithintheprogram.Belowisanexample:

1. OpenthePrintManagerPlusadministratorandbrowsetothe[UserGroupDefaults].

2. Highlighttheusergroupandclickthe[AddQuotasandRestrictions]buttononthelefthandside.

3. Underthe[Account]tab,youcansetthegrouptounlimitedprinting,orsetittolimitbyAccountBalance.Ifanaccountbalanceisselected,thenspecifytheamountofprintingbalanceeachuserwithinthegroupwillget.

Note:bydefaultprintingischargedat0.05perapage.ThiscostcanbeadjustedperprinteronthePrinterstab.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 43

4. Afterthebalanceisset,restrictionscanalsobesetontherestrictionstab.Tosetrestrictionsclickonthe[Restrictions]tabandactivatethedesiredrestrictions.

5. Oncethequotaandrestrictionsaresetasdesired,click[OK].

6. Youwillbepromptedtooverrideexistingsettingsornot.Inmostcasesyouwillwanttochoose[Yes].Belowisabreakdownofthedifferences.

ChoosingYes ChoosingNoSetsuserswithanexistingbalance,tothenewgroupbalanceiftheybelongtothegroup.Ensuresallusersinthegroup,havetheirfutureprintjobsloggedtothisgroup.

Leavesanyuserswithanexistingbalanceasis.Doesnotupdatethegroupmembershipofanyusers.

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 44

SettingQuotasandRestrictionsDefaultonanOrganizationalUnitQuotasandrestrictionscanalsobesetonanentireOrganizationalUnit.SettingsdoneonanOUwilleffecttheentireOU,howeverifagrouporuserwithintheOUisgivenamorespecificsetting,thiswilloverridetheOrganizationalUnitquotaandrestrictions.

OpenthePrintManagerPlusadministratorandbrowsetothe[OrganizationalUnits]tab.

1. HighlighttheOrganizationalUnitandclickthe[AddQuotasandRestrictions]buttonontheleft.

2. Underthe[Account]tab,youcansettheOUtounlimitedprinting,orsetittolimitbyAccountBalance.Ifanaccountbalanceisselected,thenspecifytheamountofprintingbalanceeachuserwithintheOrganizationalUnitshouldreceive.

Note:bydefaultprintingischargedat0.05perapage.ThiscostcanbeadjustedperprinteronthePrinterstab.

3. Afterthebalanceisset,restrictionscanalsobesetontherestrictionstab.Tosetrestrictionsclickonthe[Restrictions]tabandactivatethedesiredrestrictions.

4. Oncethequotaandrestrictionsaresetasdesired,click[OK].

Print Manager Plus 2008 with Client Billing and Authentication User Guide | Page 45

DetailedUserRestrictionInformation:UndertherestrictionstabforUsers,GroupsandOrganizationalUnitsnineoptionsareavailableforlimitingwhatprintjobscanb