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Software Shelf ® International, Inc.

1. Software Shelf ® International, Inc. Print Manager Plus ® 2010. 2. Print Manager Plus 2010 Introduction. 3. Print Server Based Tracking . Server Based Support Includes: Server 2000, 2003 & Server 2008 X86 and X64 Implementations Fully Supported

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Software Shelf ® International, Inc.

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  1. 1 Software Shelf® International, Inc. • Print Manager Plus® 2010

  2. 2 Print Manager Plus 2010Introduction

  3. 3 Print Server Based Tracking Server Based Support Includes: • Server 2000, 2003 & Server 2008 • X86 and X64 Implementations Fully Supported • Supports any Printing Processed by the Windows Spooler • Virtual Setups such as VMware ESX & MS Virtual Server • Fail Over Implementations such as Microsoft Cluster Services and AMT Software’s Doubletake

  4. 4 Printing Handled by Print Manager Plus Job Sources Supported Job Destinations Supported Network Printers via TCP & LPR Network Shares using Local Ports Large Format Printers Locally Attached Devices (LPT, USB) Print to File Tracking Any other port provided it spools through the Windows • Windows Clients NT, 2000, XP, Vista, Window 7 • Other Windows Servers • Linux/Unix Servers and Clients • Mac OS9 and Later • AS/400 and more • Any other client printing through the Windows Spooler

  5. 5 What Print Manager Plus Does • Tracks Printing from any client or source, that is spooled by Windows • Provides Summary and Detailed reporting on printing • Save on printing costs via Restrictions and Quotas • Integrates tracking with Microsoft Active Directory • Prompts for Job Authentication • Apply restrictions per Printer, User, Group or Organizational Unit • Keeps users informed about their printing usage

  6. 6 Information per Print Job Environment & Network Statistics Job Statistics Time Submitted Server & Print Queue Document Title Job Size Page Count (Adjusted for NUp) Copy Count Color vs. Monochrome Duplex Page Size and Length (for Plotters) • Active Directory Username • Active Directory Full Name • Active Directory Group or OU • Root Organizational Unit • Custom User Name • Client / Project Billed • Network Bandwidth

  7. 7 Common Print Manager Plus Setup Type Print Manager Plus Setup Types • Single Stand Alone Print Server with a Local Database • Multiple Print Server’s Sharing a single MSSQL Database • Multiple Print Servers, each using it own local Database • Single or Multiple Print Servers, sharing a Central SQL Database with Workstation Connected Printer Agents • Print Server and Workstation Connected Printers / Direct IP Printing

  8. 8 Single Stand Alone Print Server with a Local Database Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Windows Workstations • Mac/Linux Workstations • Print Server • Print Manager Plus • MS SQL 2005 Express • Printer Shares Network Printing Devices Mainframe

  9. 9 Multiple Print Servers sharing a single MSSQL Database Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings SQL Server PrintManager Database

  10. 10 Multiple Print Servers, each using it own local Database Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

  11. 11 Multiple Print Servers, sharing a Central SQL Database with Workstation Connected Printer Agents Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings SQL Server PrintManager Database

  12. 12 Print Server, Direct IP Printing & Workstation Agents sharing a Central SQL Database Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings SQL Server PrintManager Database

  13. 13 Print Manager Plus 2010Main Product Overview

  14. 14 Main Product Overview • Print Manager Plus - Administrator • Graphical Interface to view the Users, Groups, Organizational Units and Printers being tracked. • Customization of Tracking Settings, Restrictions and Quotas which are stored in the database. • Provides Reporting using over 150 different Reports. • Print Manager Plus - Service • Passively monitors traffic through the Windows Spooler and logs and stores it within the database. • Reads Active Directory on an as needed basis and stores this information to the database. • Enforces Restrictions, Quotas and Authentication rules it finds in the database. • Print Manager Plus - Database • Stores Configuration, Job History and Restriction/Quota information. • Usually SQL 7.0/2000/2005/2008 Full or Express Version. Can be MS Access in small Standalone setups. • Connected to using ODBC and Windows Authentication by the Server and Administrator

  15. 15 Print Manager Plus - Administrator • Key Features • Active Directory View: • Users View • Group View • Organizational Unit View • Printers: • Cost Settings • Restrictions • Grouping • Reporting • Summary & Detailed Reports • Graphical Reports • Management • eUpdate • Server Status • Advanced Configurations Sample Print Manager Plus Administrator – PMPAdmin.exe

  16. 16 Print Manager Plus - Service • Key Features • Passively Monitors the Spooler • Parses print jobs • Stores the information • Enforces Restrictions/Quotas • Checks for Quotas • Checks for Restrictions • Deletes, Pauses or Resumes • Saves Active Directory Information • Saves User Information to DB • Saves Group/OU Membership • Can Prompt for Authentication • Username & Password Challenges • Client / Project Selection Print Manager Plus Service - Windows ServicePQService.exe & PQCore.exe

  17. 17 Administrator & Service Comparison Print Manager Plus - Administrator Print Manager Plus - Service Looks up Active Directory Information as needed when Users print. Saves this to the database. Works off set Configurations for Printers & Service Read and enforces Restrictions/Quotas Obtains appropriately set Authentication Refers to database for configuration settings Cannot update itself Stores print history to the database for reporting Must be running to track Printing • Views Active Directory View Settings, and saves settings on demand. • Sets Configuration for Printers and Print Servers • Sets Restrictions/Quotas • Sets Authentication Options • Saves configuration settings to database • Electronic Updates • Summary, Detailed and Graphical Reporting • Is not required for the tracking of Print Jobs

  18. 18 Print Manager Plus - Database • Key Features • Stores Print History • Stores a detailed record for each Print Job • Includes record of restricted Jobs • Holds Active Directory Information • Stores AD Users and Information • Group/OU Membership • Custom Group Membership • Configuration Settings • Stores Printer and Server Settings • Stores Restrictions / Quotas • Administrative Information • MS SQL 7.0/2000/2005/2008 • Uses Windows Authentication • Can be MS Access Print Manager Plus Database – ODBC DatabasePrintManager.MDF & PrintManager_log.LDF OR PMPQuota.mdb

  19. 19 Print Manager Plus 2010The Process of a Print Job

  20. 20 The Process of a Print Job Database Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings • Printer • Workstation • Print Server • Print Manager Plus Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  21. 21 Phase I: Document Spooling Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Phase I: Connection to Server Print Queue Established Application Spools the Print Job Print Manager Plus holds the job during spooling Spooling Completes • Job Source • Print Server • Print Manager Plus Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  22. 22 Phase II: Print Job Parsing and Processing Database Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Phase II: Job Metrics are Determined and Job Cost Calculated. Check for and Obtain Authentication Check Restrictions / Quotas Job Logged to Database Print Job Resumed (unless restricted) • Print Server • Print Manager Plus Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  23. 23 Phase III: Release of the Print Job Data Flow Legend Print Job Pre-Tracking Print Job Post-Tracking Print Job Metrics Print Job Configuration Phase III: Job Released Unaltered to the Printer OR Job is deleted or paused (Due to restriction) • Print Server • Print Manager Plus • Printer Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  24. 24 Phase I: Technical Notes Print Manager Plus Functionality Monitors Queues for new print jobs and sets them in paused state during spooling. No other interaction until spooling has finished. • Job Sources Supported • Windows Clients • Windows NT, 2000, XP, Vista and 7 Clients • Windows Servers forwarding Jobs (Local / LPR Ports) • Other Clients • Macintosh & Linux Workstations • Main frames, Unix, AS/400 • Anything spooling via the Windows Spooler • Note: LPR Preferred for non-windows Clients Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  25. 25 Phase I: Technical Notes (Continued…) Print Manager Plus Functionality Monitors Queues for new print jobs and sets them in paused state during spooling. No other interaction until spooling has finished. • Troubleshooting Spooling Phase • Unable to Connect or Print • Check Security within Windows Printers Folder • Check Server and other Routers/Firewalls:Printing Ports:445 TCP (Minimally) • 137 UDP, 138 UDP, 139 TCP (Recommended NetBIOS Ports) • 515 LPR Printing (Print Services for Unix) • Check / Restart Windows Spooler Service • Last resort Stop Print Manager Plus service or Exclude problematic printer and re-test. If this allows printing, then the job is restricted within Phase II Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  26. 26 Phase I: Technical Notes (Continued…) Print Manager Plus Functionality Monitors Queues for new print jobs and sets them in paused state during spooling. No other interaction until spooling has finished. • Troubleshooting Spooling Phase • Not Tracking • Check that Print Job Spooling through the Print Server. Example: Visually ensure the job enters the queue on the server (Pause the queue if necessary) • Ensure the Printer is not set to “Print Directly to Printer”. This is a windows setting within each print queue. • Check that the Print Manager Plus Service is running • Ensure the job is successfully printing. If not then it may be restricted. See Troubleshooting Phase II. Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  27. 27 Phase II: Technical Notes Print Manager Plus Functionality Job Metrics are Determined and Job Cost Calculated. Checks for Authentication Restrictions / Quotas Job Logged to Database • Job Processing Phase • Job Parsing Occurs • The print job is pared for detailed print job metrics such as Pages, Copies, Duplex, Color and Page Size • User Name and Source Workstation also determined • Over 40 Printer Languages Supported for Parsing allowing proper tracking for virtually any Print Job. • No Print Job Alterations are Made • Print Job is held during Parsing Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  28. 28 Phase II: Technical Notes (Continued…) Print Manager Plus Functionality Job Metrics are Determined and Job Cost Calculated. Checks for Authentication Restrictions / Quotas Job Logged to Database • Job Processing Phase • Full Job Information Logged • Settings read from Database to determine final Job Cost • User, Group and OU Information retrieved from Database or Active Directory as necessary. • Print Job is logged with full Metrics, Job Cost and User Information Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  29. 29 Phase II: Technical Notes (Continued…) Print Manager Plus Functionality Job Metrics are Determined and Job Cost Calculated. Checks for Authentication Restrictions / Quotas Job Logged to Database • Job Processing Phase • Authentication Performed (Optional) • Printer Settings checked from the database for enabled Billing or Authentication Options • End User can be challenged for Custom or Active Directory Username and Password. • End User can be prompted for Client / Project to bill to • Database updated with updated User, or Client/Project Data • Job is held while Authentication is Pending Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  30. 30 Phase II: Technical Notes (Continued…) Print Manager Plus Functionality Job Metrics are Determined and Job Cost Calculated. Checks for Authentication Restrictions / Quotas Job Logged to Database • Job Processing Phase • Restrictions / Quotas Enforces • Printer and User checked for Restrictions and Quotas. • Job metrics and cost are compared to enabled restrictions and quota • If a restriction is met the job is Paused or Deleted • Balance is deducted appropriately, or job is restricted if insufficient balance exists. • Job is held while settings are checked. Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  31. 31 Phase II: Technical Notes (Continued…) Print Manager Plus Functionality Job Metrics are Determined and Job Cost Calculated. Checks for Authentication Restrictions / Quotas Job Logged to Database • Troubleshooting Processing Phase • Print Job Not Printing • Check if the job being restricted via Denied Print Job Reports or by checking the JobLog table for records where PMPJobState 2 or 3. • Check Printer, User, Group and OU for restrictions that may apply to that job or for sufficient user balance. Installing the EUIT to received job restriction notification will assist. • Check Configure Print Manager Actions for Authentication Security and/or Print Security. (See User Guide) • Finally, stop Print Manager Plus service or exclude printer. Issue may be a spooler, application or driver issue. Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  32. 32 Phase II: Technical Notes (Continued…) Print Manager Plus Functionality Job Metrics are Determined and Job Cost Calculated. Checks for Authentication Restrictions / Quotas Job Logged to Database • Troubleshooting Processing Phase • Print Job Not Tracking • Ensure Print job is successfully printing, if not check for restrictions and other reasons it is not printing. • Check that job is spooling locally on the server running Print Manager Plus. • Ensure the Printer is not set to “Print Directly to Printer”. This is a windows setting within each print queue. • Check JobLog manually for print jobs. Check PMPJobState field for status. Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  33. 33 Phase III: Technical Notes Print Manager Plus Functionality Resumes, Deletes, or Leaves the job paused depending on settings. Send end user notifications if the job was Deleted or Paused due to restriction or quota. • Printing Phase • Print Job Resumed • The print job resumed for printing in most cases. • If held for restriction, end user popup is sent. Users will need the End User Inquiry Tool or the Authentication Module to receive these pop ups. • Job is sent to the printer unchanged in the same manner if there were no tracking installed. Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  34. 34 Phase III: Technical Notes (continued…) Print Manager Plus Functionality Resumes, Deletes, or Leaves the job paused depending on settings. Send end user notifications if the job was Deleted or Paused due to restriction or quota. • Troubleshooting Final Printing • Print Job Does not Print • Double check that no restriction was applied. • Check the print queue for the job. If found paused and does not auto-resume quickly ensure no restrictions are set to pause the job. Ensure database is available, Print Manager Plus may hold jobs for several minutes while attempting to contact the database. • If print job is found in the queue stuck at a status of Printingthen Print Manager Plus has completed its tracking process and the printer should be checked for errors. Phase I: Print Job is spooled to the server by Application and Driver Phase II: Print job is tracked and checked for Restrictions/Quota and Authentication Phase III:Job is sent on to the Printer

  35. 35 Print Manager Plus 2010Main Product Install

  36. 36 Main Product Install Overview Pre-Requisites Mdac 2.7 or later for SQL Database Jet Database Engine 4.0 and Later for MS Access .Net Framework 2.0 for local SQL Express Option Silent Install Run by Configuring setup.ini Database Option Configured within setup.ini Service Logon User Specified License Key specified • Main Installer: • Main installer is within the PMP8.0.133.87_FULL.zip(install launched by: setup.exe) • The launching user requires local Administrative rights on the Print Server. • The launching user also requires rights to connect to and verify the Print Manager Plus database, or to create it. • Database Options: • Existing MSSQL 7.0/2000/20005/2008 Instance • Create a local SQL Express 2005 Instance • Local Microsoft Access DB

  37. 37 Main Product Install Process Configure Database Option MS Access: Small single server setups Local MSSQL Express: Creates a local MS SQL 2005 Express instance and database for small to midsize environments. Create DB on an Existing Database Server: Common for larger setups choosing a central SQL Database. Creates a Print Manager database on an existing local or remote database Connect to an Existing Database:Connects to a central or local database that has already been created. Common for installing additional servers in a multi-Print Server environment. Finalize Installation: Choosing Install will Complete the install. A reboot is required before full tracking will occur. • Enter License Key: • Provide the valid Print Manager Plus License • Accept the License Agreement • Review and accept the license agreement to install • Select the Install Type • Full Setup: For a print server where both the Service and the Administrator are needed. • Admin Only: For installing just the admin console and for not tracking any printers on that machine. • Choose Install Location: • Default install location:C:\Program Files\Software Shelf International

  38. 38 Main Product – Introduction & License Key Welcome Screen: Product License Key:

  39. 39 Main Product – Agreement & Install Location Product License Agreement: Install Location

  40. 40 Main Product – Install Type Install Type Selection Full Setup: • Performs a full install of the Print Manager Plus Administrator & Service. • Provides Options for creating a database or connecting to one. • Administrator Only: • Performs an install of the Print Manager Administrator. Typical for Administrative Workstations • Only allows connection to an existing Database.

  41. 41 Main Product – Database Selection Database Selection • Local MS SQL Express • This is the default install and creates a local MS SQL 2005 Express Instance named PMP Access Database • Creates a local access database for small stand alone installs. • Create on Existing Server • Creates a Print Manager Plus database on an existing SQL Instance • Connect to Database • Connects to an existing local or remote Access or SQL Database

  42. 42 Main Product – Service Account Connecting to a SQL Database – Service Account Local System Account • Used only if Database is or will reside locally on the same server. • This Account: • Used for connecting to, or create a database on an remote SQL Server. • User entered needs to be a Local Administrator of the Print Server, and have DB_DataReader & DB_DataWriter permissions to the database.

  43. 43 Main Product – SQL Server Instance Connecting to a SQL Database – SQL Selection SQL Server Instance • Type the name of the SQL that is hosting, or will host the Print Manager Plus database. • User running the install will need permissions to connect to this database (Not the Service Logon from previous step) • Do not precede server name with backslashes (\\) • Include backslash Instance name following SQL Server name if an instance other than default is being used. (example: Server\Instance)

  44. 44 Main Product – Finalizing the Install Install After Database Configuration Restart to ensure proper tracking

  45. 45 Print Manager Plus 2010Administrator Introduction

  46. 46 Print Manager Plus Administrator Introduction Client Billing List of Clients, Projects or Departments available to bill jobs to. Printers List if Printers being Tracked Printer Cost Settings Printer Restrictions Print Servers List of Print Servers and Workstation Agents that are connected to this database. Reports Detailed, Summary and Graphical Reports Additional Configuration Various Menus for additional Configuration • Users Tab • Shows Users pulled from AD • Shows Users within the Local Database • Combines Database Settings to create a complete view of Users. • Groups Tab • Shows the Security Groups from Active Directory • Shows settings placed on Groups. • Displays any Custom Groups • Displays the Default User Settings • Organizational Units Tab • Shows Organizational Units from Active Directory • Shows settings placed on Organizational Units

  47. 47 PMP Administrator – Users Tab Users • Lists AD Users • Lists DB User • Can be filtered • Searchable • Set Restrictions • Set Quota • Create Custom Users

  48. 48 PMP Administrator – User Group Defaults Tab User Group Defaults • Lists AD Groups • Lists Custom Groups • Shows Group Defaults • Searchable • Set Restrictions per Group • Set Quota per Group • Default User Settings

  49. 49 PMP Administrator – Organizational Units Tab Organizational Units • Lists AD Organizational Units • Shows OU Defaults • Searchable • Set Restrictions per OU • Set Quota per OU

  50. 50 PMP Administrator – Client Billing Tab Client Billing • List Clients, Projects or Departments for Billing • Import Accounts • Searchable

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