Lexmark 634dte - X B/W Laser, Administrator'S Manual

Page 1: ...Lexmark Intelligent Capture Administrator s Guide May 2012 www lexmark com ...

Page 2: ...ftware 21 Ports used by the Lexmark Intelligent Capture system 21 Activating Lexmark Intelligent Capture licenses 22 Understanding installation types 26 Installing a workgroup system 27 Configuration type for workgroup systems 27 Installation overview for a workgroup system 27 Installing system components in a workgroup system 27 Installing an enterprise system 28 Configuration types for enterpris...

Page 3: ... status information on the status bar and Home tab 53 Viewing information summaries for Lexmark Intelligent Capture elements 54 Viewing jobs or system logs 54 Customizing columns for jobs and system logs 55 Viewing device group profile settings 55 Viewing software client group profiles 55 Viewing forms associated with a solution 55 Viewing version information 56 Managing the Lexmark Intelligent Ca...

Page 4: ...ng the Solution Status Page 74 Accessing the Solution Status Page 74 Understanding status information 74 Repairing common server problems 77 Adding printers to a server 77 Adding licenses to a server 78 Removing printers 79 Managing reports 79 Running a report 79 Scheduling a report 80 Using built in reports 81 Adding a report 82 Editing report settings 83 Removing a report 83 Configuring default ...

Page 5: ...g a discovery task 99 Deploying solutions to a device group 100 Customizing the home screen for a device group 100 Updating policies for device groups 105 Scheduling policy updates 105 Enabling secure communication between servers and printers in a device group 106 Disabling validation of eSF application deployment 106 Using the Devices tab 107 Searching for devices 107 Editing the home screen lay...

Page 6: ...wing the Embedded Solutions Diagnostic Log 126 Troubleshooting 127 Solving problems with LMC 127 The browser displays a 5yy error when accessing LMC 127 LMC responds very slowly 127 LMC does not finish loading or data is missing 128 An error occurs when uploading a formset 128 Reports are not displayed when run 128 User cannot access some tasks in LMC 128 User can still access tasks even after pri...

Page 7: ...connect to the network 135 Solving problems with client software 135 Cannot create new Lexmark Document Server ports 135 System processes terminate unexpectedly when creating a Lexmark Document Server port 136 Cannot create or configure a Lexmark Document Server port in Windows 7 Windows Vista Windows Server 2008 or Windows Server 2008 R2 136 Jobs are not sent to the Lexmark Intelligent Capture sy...

Page 8: ...ing settings for these native functions Intelligent Capture can add the following functions through the use of scripts Display messages and prompt the user for input Authenticate through prompts or card swipes Combine scanned documents Read bar codes Use optical character recognition OCR to store the text from scanned documents Check or validate information in documents against templates Automatic...

Page 9: ...atically perform any combination of faxing sending by e mail printing and archiving without further user intervention Lexmark Intelligent Capture can route documents to any of the following destinations ECM systems such as SharePoint E mail recipients Fax recipients Network shares FTP locations Printers Confirmation After document capture processing and routing the user can be provided with feedba...

Page 10: ...pture uses a Tomcat Connector to manage load balancing in the system The default balancing method is session which estimates the number of sessions open by counting requests to the system that do not have a session cookie The session count is decayed by dividing in half once per minute by default The server with the lowest number of estimated sessions is selected to process the request To further ...

Page 11: ...ess documents submitted through client software in the same way as documents scanned at a printer Note For more information on the latest Lexmark Intelligent Capture port monitor support see the Readme file There are two types of client software Select N Send This is a Windows application including both a command line utility and a GUI version that lets users send files directly to Lexmark Intelli...

Page 12: ...onsole is password protected so that only authorized administrators are allowed access User authentication Printers may require users to log in to run profiles Text and password prompts are available for use in scripts Kerberos authentication is available for use only with printers that support it Note Secure Sockets Layer SSL is required to use Kerberos authentication with an Lexmark Intelligent ...

Page 13: ...ction printers and single function printers are distinguished as separate classes for home screen customization and eSF application configuration because of different capabilities in those areas However discoveries and solution profiles do not distinguish among these classes and designate all printers listed in those classes as e Task 2 printers During the first policy update after installation or...

Page 14: ... 6 X620x1 X632x1 X634x1 X752x1 X820x1 X830x1 X832x1 X912x1 X642x2 3 1 These printers may be identified as corresponding single function C T or W models in Lexmark Management Console Scanning functionality is not affected 2 These printers may require additional memory to support eSF applications 3 These printers support Simplified Chinese prompting 4 These printers support Traditional Chinese promp...

Page 15: ...dPrompt StringPrompt ArrayPrompt AuthenticationPrompt requires a supported card reader BooleanPrompt CustomVlmlPrompt ImageBooleanPrompt ImageListPrompt ImageMessagePrompt IntegerPrompt ListPrompt MessagePrompt NumericPrompt PasswordPrompt StringPrompt NullPrompt 1 Single function printers do not support all prompts supported by multifunction printers Lists of supported prompts are included here L...

Page 16: ... C780x C782x C920x C935x E450x E460x E462x T640x T642x T644x T650x T652x W840x Supported prompts ArrayPrompt AuthenticationPrompt requires a supported card reader BooleanPrompt CustomVlmlPrompt ImageBooleanPrompt ImageListPrompt ImageMessagePrompt IntegerPrompt ListPrompt MessagePrompt NumericPrompt PasswordPrompt StringPrompt ArrayPrompt BooleanPrompt IntegerPrompt ListPrompt MessagePrompt Passwo...

Page 17: ...t SharePoint Foundation 2010 EMC Documentum 5 3 Autonomy iManage WorkSite with WorkSite Server 8 2 or 8 5 ImageNow 6 6 Notes Integration with ECM systems may require specific licenses For ECM platforms not capable of direct integration Lexmark Intelligent Capture can save documents and a text file containing metadata to a directory where an ECM system is configured to poll for files Lexmark Intell...

Page 18: ...Windows Server 2008 Standard or Enterprise Edition with SP2 x86 and x64 Windows Server 2003 R2 Standard or Enterprise Edition with SP2 x86 and x64 Windows Server 2003 Standard Edition with SP2 x86 and x64 Note An x86 based system refers to a 32 bit operating system and an x64 based system refers to a 64 bit operating system Windows Server 2008 R2 x64 Processor 2GHz dual core Dual 2 5GHz quad core ...

Page 19: ...ace Servers Operating system and server configured for jobs installed on four 15000 RPM Serial Attached SCSI drives configured as a RAID 5 array with at least 80GB free space Note For more information see Assigning servers to only run LMC or process jobs on page 65 Network speed 100Mbps network Note Network speed affects the time required to perform a solution and speed requirements depend on each...

Page 20: ...resolutions Virtual machine where components are installed Category Requirement Virtual machine monitor VMware ESX 3 0 1 or later Note It is not recommended to install the database on a virtual machine Client software operating system compatibility Select N Send and the Lexmark Document Server Printer Port can be used on the following operating systems Windows Server 2008 R2 Standard or Enterprise...

Page 21: ...e network Notes Ports depend on the implementation of each Lexmark Intelligent Capture system and may differ from the listing shown here Any ports used by forms printers are determined by the Lexmark Intelligent Capture administrator Component Port Protocol Function Database 3050 TCP Database communications 8001 TCP Backup restore agent Load balancer 4113 TCP Web adapter JMX 9700 TCP Profile submi...

Page 22: ...icense if applicable and e forms virtual printer licenses if applicable must be activated for the host ID of each node in the cluster and made available on the shared drive Before installing the load balancer the appropriate licenses must be activated Activation associates the server license each printer license and if applicable a client license with the physical address of the load balancer in t...

Page 23: ...he product Lexmark Intelligent Capture Server and then click Activate b In the first Host ID field enter the host ID determined in step 3 Note The host ID is the physical address MAC address of the network adapter in the server without hyphens or other punctuation c In the Fulfill Count field type 1 d Click Generate Installing Lexmark Intelligent Capture 23 ...

Page 24: ...gent Capture MFP License and then click Activate b In the first Host ID field type the host ID determined in step 3 c In the Fulfill Count field type the number of printers associated with the server you are licensing d Click Generate e Click Save To File and then save the file using a descriptive file name such as printer lic in the same folder used in step 6 Note Use a file name different from a...

Page 25: ...er used in step 6 Note Use a file name different from any other saved license files so they are not overwritten f Click Complete 9 If you are using software clients with your Lexmark Intelligent Capture system then activate and download the license for software clients a Select the line for the product Lexmark Intelligent Capture Client License and then click Activate b In the first Host ID field ...

Page 26: ...em This is a Lexmark Intelligent Capture installation with a packaged solution for smaller systems Installing a workgroup system quickly installs the database load balancer and one server on one computer and a solution is installed during the installation Enterprise system This is the standard Lexmark Intelligent Capture installation for larger systems and more demanding applications Installing an...

Page 27: ...mporarily set servers online to test function Note Because software clients are managed differently than printers client software is installed later in the system setup process For information about installing client software and managing software clients see Managing software clients on page 110 Installing system components in a workgroup system 1 From the Lexmark Intelligent Capture installation...

Page 28: ...nd password when prompted During installation the license files are copied to the program folder You can safely move the license files from the temporary location where you saved them 8 Specify the solution file that should be installed with the workgroup system 9 Click Finish Done Installing an enterprise system Configuration types for enterprise systems When installing an enterprise system Lexma...

Page 29: ...alancer LB are on separate computers and the server is on one or more additional computers Further improved performance Further increased hardware needs no failover for database or load balancer X N Database DB and load balancer LB together on X computers in a Microsoft Cluster Server for failover server on one or more additional computers most common setup when using failover Server s DB LB clust...

Page 30: ...ncreased hardware needs cluster licensing Using multiple systems for high availability When configuring multiple Lexmark Intelligent Capture systems you can connect them to a hardware load balancer or Global Site Selector GSS to provide high availability without using clustering as well as increased capacity Load balancers databases Hardware load balancer Servers A1 A2 A3 T1 T2 T3 T4 T5 T6 Configu...

Page 31: ...or determining the number of servers required to process jobs efficiently Peak demand This is usually the deciding factor when the average execution time for a solution is under 30 seconds Concurrency This is usually the deciding factor when the average execution time for a solution is over 30 seconds Additionally the database when installed on the recommended hardware and connected using Gigabit ...

Page 32: ...ts recommended requirements can process 30 concurrent jobs from clients The following formula determines the number of servers necessary to meet concurrency requirements minimum number of servers number of printers expected to submit jobs near the same time 30 For example assume that 1 3 of the 300 printers in the last example might be active at the same time 100 30 3 33 Roundingup thesystemshould...

Page 33: ...igent Capture system components are not installed on the server running Oracle The internal Lexmark Intelligent Capture database is not installed For Lexmark Intelligent Capture to work with Oracle six databases should be created before the load balancer and server are installed To help the database administrator create these databases Lexmark Intelligent Capture includes the following in the inst...

Page 34: ...d balancer Do the following on the computer that will run the load balancer 1 If the Lexmark Solutions installation window is not open then run Setup exe from the installation package 2 From the Lexmark Solutions installation window click Install Enterprise System Install Load Balancer 3 Click Agree to accept the license agreement 4 If necessary specify a location for the installation and then cli...

Page 35: ... recover a backup then do the following a Select Restore Install RI b Type the path of the folder containing the ri file from the backup or click the folder icon and then locate the ri file 11 Click Finish 12 Allow the installation to complete and then click Done Installing the database and load balancer with clustering configurations X N and X Y N Notes Before installing Lexmark Intelligent Captu...

Page 36: ...n Setup exe 2 From the Lexmark Solutions installation window click Install Enterprise System Install Database 3 Click Agree to accept the license agreement 4 Specify a location on a shared cluster disk for the installation and then click Next Note The installation path cannot contain double byte characters 5 Select the IP address or host name of the logical host of the cluster 6 If you want to use...

Page 37: ...ying the license location To authenticate with the remote server click Start Run type the UNC path to the share for example myserver myshare and then type the user name and password when prompted For cluster installation the folder must contain the license files for all of the cluster nodes with their appropriate network card MAC addresses During installation the license files are copied to the pr...

Page 38: ...ach computer that will run a server 1 If the Lexmark Solutions installation window is not open then run Setup exe from the installation package 2 From the Lexmark Solutions installation window click Install Enterprise System Install Server 3 Click Agree to accept the license agreement 4 If necessary specify a location for the installation and then click Next 5 If the computer contains multiple net...

Page 39: ... configuration 1 system on page 59 10 If you want to set the Globe Site Selector GSS IP address then do the following a Click Advanced b Type the GSS IP address and then click OK Note You can type a GSS IP address only if all the printers in the system are e Task 2 or later GSS is not supported in e Task and earlier printers 11 Click Finish 12 Allow the installation to complete and then click Done...

Page 40: ...ust map a drive letter to the network share The UNC path cannot be used when running an installation script 1 Select the appropriate batch file from those included with the installation package Installation batch files Install_All_on_One_PC bat This installs the database load balancer and server components on the local computer for configuration 1 Install_Client_Software bat This installs client s...

Page 41: ...that came with your printer The names and locations of some links differ depending on the firmware installed on your printer Where multiple link names or locations are specified below click the specified link that appears for your printer 1 Type the printer IP address or host name in the address field of your Web browser to access the printer Embedded Web Server Note If you do not know the IP addr...

Page 42: ...n setup e Click Save Template Return to Security Setup 5 Configure access controls for profiles a In the Step 3 Apply your Security Template to one or more Access Controls section click Access Controls b Apply the security template to either all profiles or a specific profile To apply the security template to all profiles on the printer including eSF applications select the security template you c...

Page 43: ...Awarningisincludedin thelogindicatingthattheserveris attempting to determine the KDC address and realm from a forwarded ticket To manually configure each Lexmark Intelligent Capture server for Kerberos authentication do one of the following Create a Kerberos configuration file for the server This file may be a duplicate of the file uploaded to configure Kerberos on the printer but we recommend a m...

Page 44: ... server is the computer where the chosen server is installed It may take several minutes to start all services after the system boots If LMC cannot be accessed immediately after booting the system wait a few minutes and then try again Cookies must be enabled on your Web browser in order to use LMC Adobe Flash Player 10 or later is required If your Web browser settings do not allow ActiveX controls...

Page 45: ...ure communication and Port 636 is typically used for secure communication 5 In the User Search Filter field type the attribute used in the directory to identify a user name such as cn sn uid or sAMAccountName 6 In the User Search Base field type the relative distinguished name where a subtree search for a user should begin in the directory such as ou Employees 7 Do the following to filter the sear...

Page 46: ...such as uid ldapuser ou Employees o MyOrganization c Type the password associated with the selected user name 9 If you want to test the connection settings then click Test Settings Note If the LDAP server accepts anonymous connections but you want to authenticate with a user name and password then the test cannot determine whether the user name and password are correct If the test reports an anony...

Page 47: ...ist 2 Select a group from the Group Names from LDAP list or add a new group To add a group a Click Add then type the first few characters of the group name and then click Search b Select a group name from the list and then click Add 3 Select the tabs and tasks the group is allowed to access and perform When assigning privileges you can select specific tasks under each tab 4 Click Save Privileges t...

Page 48: ...ch device group A list of solutions deployed The number of discovered printers The number of unlicensed printers The number of missing printers The number of out of policy printers Whether Secure Server Communication is enabled Name Allows you to change the unique name for the selected group Discovery Profiles Allows you to add edit import and remove discovery profiles used to discover printers Di...

Page 49: ...ipt tasks scheduled to run for the selected device group or groups Security Enables or disables secure communication between the server and the printers in the device group These tasks are not available when All Device Groups is selected Software Client Groups tab tasks Task Operation Summary When an individual software client group is selected in the Software Client Groups list it displays the gr...

Page 50: ...Home Screen Displays the layout of the home screen on a selected device and provides an interface to edit the home screen of an individual device Note This task shows only one device at a time When multiple devices are selected the first device selected is shown and other devices may be selected by clicking Next Previous or individual page numbers Jobs Displays a sortable table of the jobs for sel...

Page 51: ...viceSecurity This lets you set the authentication type for security enabled devices E mail This lets you set the e mail server parameters General This lets you configure the chunk size for device discovery and policy updates NPA This lets you set the default port and the timeout periods between retries during device discovery PolicyUpdate This lets you set the policy update parameters such as the ...

Page 52: ...onnection with the LDAP server to enable other user accounts Licenses This shows a table that lists all licenses installed on the system the license usage of the IDR engine and the corresponding feature ID where the license applies expiration date number of licenses licenses in use and license type for each license You can also add new licenses to the system AP Bundle This lets you update the Adva...

Page 53: ...ses Displays the number of licenses available on the system Discovered Displays the number of discovered printers currently stored in the database Unlicensed Displays the number of discovered printers that do not have a license available in the system Missing Displays the number of previously discovered printers that are no longer responding on the network Out of Policy Displays the number of disc...

Page 54: ... seven days 1 Click the System tab 2 Select Jobs from the System list to view jobs or select Log to view logs Optionally apply a filter to the jobs list or log To apply a filter make selections or entries in the applicable fields and then click Refresh If you want to access less commonly used filter fields then click Show More Filters To remove a previously applied filter click Reset Filter and th...

Page 55: ...view in the default order click Reset 5 Click OK to save your changes or click Cancel to keep the current view Custom selections for columns are saved in a cookie in your browser so they are available each time you use LMC Viewing device group profile settings 1 Click the Device Groups tab 2 Select a device group from the Device Groups list 3 Select Profiles from the Tasks list 4 In the main secti...

Page 56: ...ate a communication problem Note Multiple non communicating servers may impact system performance If you do not expect a non communicating server to quickly reestablish communication you should remove it The server on which the current LMC session is running is indicated by a green arrow beside the Server Address You can perform the following tasks To change the online status of a server select th...

Page 57: ...ng or editing a discovery or policy update task then select the device groups for which the task is performed and then click Next If you are adding or editing a report task then select and configure the report to run and then click Next If you are adding or editing a backup and restore task then type the backup share path and the credentials required to access the specified share and then click Ne...

Page 58: ...is sends a message to the administrator e mail address with a PDF confirmation page attached confirm emailAdminTextOnly This sends a message containing the confirmation information to the administrator e mail address with no attachments Note The e mail service must be correctly configured to use confirm emailAdmin or confirm emailAdminTextOnly 6 If you are using e mail confirmations then type the ...

Page 59: ...ame to use the fully qualified domain name of the local computer and then press Enter or Type update addr bat ip to use the IP address of the local computer and then press Enter 3 The desktop shortcut must be changed to the new address manually a On the desktop of the computer where the components are installed right click the Lexmark Management Console LMC icon and then click Properties b Click F...

Page 60: ...e Lexmark Solutions Application Server for the solution to fully function Before restarting the Lexmark Solutions Application Server set the server offline on the System tab in LMC Make sure the server is offline before proceeding Click Refresh and then make sure offline is reported in the Status column for the server You can restart the Lexmark Solutions Application Server from the Windows Servic...

Page 61: ...ach cluster close all unnecessary applications and make sure no applications are using the shared drive where Lexmark Intelligent Capture components are installed b In the Cluster Administrator move all cluster resources to the primary node where the system components are originally installed c Stop the cluster service on standby nodes Wait for confirmation from the Cluster Administrator that the ...

Page 62: ... Bundle application installed then the version specified for the update is not installed Managing the e mail watcher service Thee mail watcherservice lets you capture and process digital documents from theLexmark Intelligent Capture profile This service checks an e mail account for any incoming e mails including attachments You need to configure the e mail watcher configuration files to set the pa...

Page 63: ... fatal c Save your changes Note If there are new changes made to the config_EmailWatcher properties and l4j_EmailWatcher xml then you need to restart the Lexmark E mail Watcher service from the Windows Services control panel 3 Make sure to add the IP address of the load balancer in LMC From the Software Client Groups tab in LMC select a software client group then click Client Profiles and then add...

Page 64: ...the bottom of the page are used to tune system performance For information about these controls see Tuning the load balancer for unequal servers on page 65 and Adjusting limits on concurrent jobs on page 64 Adjusting limits on concurrent jobs A server that meets recommended requirements is tested to process 30 concurrent jobs from clients If a server is faster than the recommended system then you ...

Page 65: ...ctions of numerical improvements in hardware Perform the following steps on each server after initial values are determined for load balancing factors 1 From the System Health dashboard select the address of the server from the list in the Server Health section 2 Adjust the Load Factor slider to the desired load balancing factor for the server Note These settings are not saved during an upgrade If...

Page 66: ...scovery and policy updates When using three or more servers reducing the chunk size may increase the speed of device discovery and policy updates 1 Click the Services tab 2 Select General from the Services list 3 Select Parameters from the Tasks list 4 In the ChunkSize field type a new value When using three or more servers a value as low as 2 may be appropriate 5 Click Apply Configuring communica...

Page 67: ...n the Port field type the port number used for SNMP on your network The default is 161 5 In the Write Community Name field type the write community string for printers on your network 6 In the Timeouts Retries field type a timeout period in milliseconds for each retry in sequence separating each by a space 7 In the Read Community Name field type the read community string for printers on your netwo...

Page 68: ...k adapter using the description and IP address Note The host ID of any listed network adapter is appropriate for creating license files as long as the associated network adapter remains in the server However using the host ID associated with the network adapter connected to the same network as your system may help avoid future confusion 6 Write down the physical address shown with the selected net...

Page 69: ...you received when you purchased your license and then click Login 3 Click Manage Entitlements 4 Select the line for the product Lexmark Intelligent Capture Server License that indicates one or more licenses in the Copies Left column and then click Activate 5 In the Host ID field type the host ID of your server For more information see Finding the host ID on page 68 Monitoring and maintaining the s...

Page 70: ...t ID of each standby node of the failover cluster Use unique file names to avoid overwriting existing license files 9 From the System tab in LMC select Licenses from the System list 10 Click Add License 11 In the window that appears type a path to a license file or click Browse to browse for a license file and then click Upload Note Uploading license files copies them to the program folder You can...

Page 71: ...ense select the line for the product Lexmark Intelligent Capture MFP License that indicates one or more licenses in the Copies Left column and then click Activate For an e forms virtual printer license select the line for the product Lexmark Intelligent Capture EFVP License that indicates one or more licenses in the Copies Left column and then click Activate For a software client license select th...

Page 72: ...nses are not overwritten if the file name used is the same as an already installed license file 9 Click Complete Note If you are using a failover cluster for the load balancer then repeat steps 1 through 8 using the host ID of each standby node of the failover cluster Use unique file names to avoid overwriting existing license files 10 From the System tab in LMC select Licenses from the System lis...

Page 73: ...d 7 Click Rehost The new license is shown If you are re hosting only some printer licenses a second fulfillment ID is shown 8 If you are re hosting all licenses then click Save To File and then save the new license file to a folder accessible to the new Lexmark Intelligent Capture system If you are re hosting only some of the printer licenses then you must replace the license file on the original ...

Page 74: ... Page Launch the Solution Status Page from your Web browser using the URL http loadbalancer 9780 lmc statuspage solutionName solutionname where loadbalancer is the computer where your load balancer is installed and solutionname is the name of the associated solution Understanding status information Note The following section titles and fields may have been customized for your solution and may diff...

Page 75: ...rver that do not have licenses available on the server system Solutions will not function on printers added that exceed the number of licenses available Remaining Licenses Indicates the number of licenses available for connecting more printers to the server system Jobs The Jobs section provides an overview of jobs run on the connected printers Field Description Running Indicates how many jobs are ...

Page 76: ... Configuration Indicates the current status of the printer configuration Licensed Indicates whether the printer has a license available on the server State Indicates the current status of the printer and any errors reported by the printer To filter the list of printers by status select an option from the Filter list Monitoring and maintaining the system 76 ...

Page 77: ... To recover communication with a printer in the Not Communicating category turn on the printer and then click Fix again Adding printers to a server Adding a printer using the Solution Status Page adds the printer to the device group associated with the solution and runs a discovery to initiate communication with the printer Each printer added uses one of the available licenses on the server 1 Make...

Page 78: ...tion of the left pane are adjusted accordingly 4 Click Yes to add another printer or click No to complete the process Adding licenses to a server You can add both server licenses and MFP licenses from the Solution Status Page 1 Select the type of license to add To add a new server license click Add a Server License Monitoring and maintaining the system 78 ...

Page 79: ... available Managing reports Running a report Note It is recommended to run reports during off peak usage times to avoid affecting system performance 1 Click the System tab 2 Select Reports from the System list 3 Select a report from the Available Reports list 4 Specify the reporting period 5 Select an output format from the Output Format drop down menu Note Each report has a default selection for ...

Page 80: ...d may be saved to a file or sent in an e mail message Notes Only summary reports are supported Even if a custom report has a detail section defined the section does not appear If a custom report does not have a summary section then the finished report is blank Pop ups must be allowed for LMC in your Web browser to view reports Adobe Reader is required to view PDF reports Scheduling a report Note I...

Page 81: ... reports are designed for PDF output except for those that specify CSV in the report title Jobs Report CSV This displays the jobs list in CSV format Log Report CSV This displays all log entries in CSV format Log Report Failed Jobs This displays log entries for failed jobs Printer Report This displays data related to printer usage such as printer success rates printer model usage printer usage per ...

Page 82: ...mpiled report files used as subreports jpg or png graphics included in the report jrxml report source files optional c Click Open d Existing files are overwritten by default If you do not want to overwrite existing files then clear the Overwrite if file already exists check box e Click Upload Selected files are copied to the folder Lexmark Solutions apps wf ldss WEB INF reports where the system is...

Page 83: ...cifically designed to use For more information about a custom report contact the designer of your custom report 5 Click Save Removing a report To remove a report select a report from the Available Reports list and then click Remove Note Removing a report automatically removes any associated scheduled report tasks However any scheduled script tasks that use the report are not detected and must be r...

Page 84: ...r to locate subreport files Note Additional parameters can only be added when a report is developed and uploaded with a solution using the SDK Querying the database Information for built in reports and many custom reports are retrieved from the MONITOR database which contains information about tasks Custom reports may also retrieve information from the SOLUTIONINFO database where some solutions st...

Page 85: ...are included with the installation they do not have to be uploaded before adding a form that includes any of them When using a subreport in a custom report you must pass the start_date end_date and SUBREPORT_DIR to the subreport using the Parameters property of the subreport element File name Page orientation Description _portrait_title jasper Portrait Displays a default header image the title of ...

Page 86: ...plays the users who have canceled the most jobs _Users_Printers Either Displays the users who most often submit jobs for each printer _Users_SoftwareClients Either Displays the users who most often submit jobs from each software client Backup and disaster recovery Scheduling automatic backups You can back up the databases and solutions in an Lexmark Intelligent Capture system to a network share In...

Page 87: ...tart date and a start time 11 Configure the frequency of the scheduled event and then click Finish Note When keeping previous backups you can delete dated backup folders containing entire previous backups as necessary but do not modify the internal folder structure of backup data Recovering backup data with a new installation When a recovery is necessary and you are using a network share backup a ...

Page 88: ...form a policy update for any device groups that contain e Task printers making sure to clear the Only update those devices which are Out of Policy check box If the backup database or load balancer is identified by a new IP address or fully qualified domain name then perform a policy update for all device groups making sure to clear the Only update those devices which are Out of Policy check box 5 ...

Page 89: ...atabase Note If you are using an IP address for this setting because the network does not have a reliable DNS then you can use the IP address of the new database 6 From the Services control panel start the Lexmark Solutions Application Server service 7 Perform a policy update for all device groups making sure to clear the Only update those devices which are Out of Policy check box 8 From the Syste...

Page 90: ...exmark Intelligent Capture databases using any normal Firebird backup procedure For manual backups you can use GBAK exe located in the Lexmark Solutions firebird bin folder within the folder where the Lexmark Intelligent Capture load balancer or database is installed The following databases located in the Lexmark Solutions firebird data folder within the folder where the Lexmark Intelligent Captur...

Page 91: ...tatus on page 56 Each step is covered in more detail in the following sections Note Some solutions may automatically complete any or all of steps 3 through 8 if the creator of the solution included auto configure For more information see the documentation associated with a specific solution Understanding solution settings Setting type Location in LMC Initial configuration Scope Global Configuratio...

Page 92: ...ick the Solutions tab 2 Select a solution name from the Solutions list 3 Select Configuration from the Tasks list 4 Adjust the settings for the solution as needed For more information see the documentation that came with the solution Note When updating the shortcut number of a profile make sure to match it with the shortcut number in the Home Screen settings For more information on configuring the...

Page 93: ...n page 105 Managing solution related files Some solutions may include properties files or other associated files Files associated with only a single solution are located in the Lexmark Solutions apps wf ldss solutions SolutionName WEB INF folder where each server is installed SolutionName is the name of the solution Files added by a solution to be shared with all solutions are located in the Lexma...

Page 94: ...the solution has been deployed 3 Remove the solution from the system a Click the Solutions tab b Select All Solutions from the Solutions list c Select the solution from the Summary list d Click Remove If a solution has associated forms then you are asked whether to remove the associated forms along with the solution Notes Forms may be shared among solutions and removing forms that are used by any ...

Page 95: ...ns from each device group to which a printer belongs will be deployed to that printer Scripts Policy Welcome Screen Layout Device Settings Solution Settings Local Global eSF 3rd party jar files Status Page Solution 1 solution file Scripts Policy Welcome Screen Layout Device Settings Solution Settings Local Global eSF 3rd party jar files Status Page Device Group 1 Device Group 3 Device Group 2 Solu...

Page 96: ... the system waits for a printer to respond after it is initially connected during a policy update Note If a large eSF application or several eSF applications are included with a hybrid solution then you may need to increase the default timeout for policy updates in order to allow enough time for policy updates that include eSF application deployments to complete 5 Select the Overwrite all function...

Page 97: ...chforthe imported printers In a TXT file each line contains the host name or IP address for a single printer In a CSV file each line contains the record for a single printer Each line may contain a single IP address or fully qualified domain name or the following fields may be used IP address or fully qualified domain name SNMP read name SNMP write name device class device model serial number cont...

Page 98: ... select Discover new devices only This results in a faster discovery when adding subsequent discovery profiles If you are discovering printers from multiple device groups then select the device groups for the discovery task in the main section The list does not appear if a specific device group is selected in the Device Groups list 6 If necessary click Edit to edit the discovery configuration Note...

Page 99: ...roups tab 2 Select All Device Groups from the Device Groups list 3 Select Out of Policy Devices from the Tasks list Scheduling a discovery task 1 Click the Device Groups tab 2 Select a device group from the Device Groups list or select All Device Groups to discover devices in multiple device groups Note Make sure discovery profiles exist for device groups to be included in the operation 3 Select S...

Page 100: ...e screens A custom home screen is not a requirement to deploy a solution However if the default home screen is used then solutions must be accessed through the Held Jobs menu on the printer Because different device classes have different capabilities a separate custom home screen must be configured for each device class Notes On e Task 2 and e Task 3 printers actions included in a custom home scre...

Page 101: ...he Layout menu b Click a page e Task 3 e Task 2 e Task 2 X642 SFP e Task 2 and SFP e Task 3 only and then click the button to configure c Select an action for the button Note Make sure to select an action for all the buttons that you want to appear on the home screen Buttons with no actions will not appear on the home screen If you have customized the home screen in your previous sessions then you...

Page 102: ...irectly Use placeholders to provide locations for eSF application icons in the default order Use App Reservation to designate a location for the icon of a specific eSF application identified by name and then set the profile name of the application For example the profile name for the Scan to Network application is scnToNet If no placeholders or App Reservations are provided then any installed eSF ...

Page 103: ... for the Scan to Network application is scnToNet If no placeholders or App Reservations are provided then any installed eSF applications appear on the first page after the pages defined in the custom home screen Leave a blank space None None None d If necessary specify the details of the action If you selected Shortcut then enter the number of the shortcut Notes Shortcuts added in the LMC refer to...

Page 104: ...custom text to any button except a Placeholder or App Reservation select the Text option and then type your custom text You can also select the Text option and leave it blank to display only the icon For single function printers without a touch screen SFP e Task and SFP e Task 2 a Select Custom from the Layout menu b Click Add below the list of buttons Notes The only action available is Single Pro...

Page 105: ...for the policy update to complete If you do not want to validate eSF application deployment on each printer then see Disabling validation of eSF application deployment on page 106 1 Click the Device Groups tab 2 Select a device group from the Device Groups list or select All Device Groups to update policies for printers in multiple device groups 3 Select Policy Update from the Tasks list Note The ...

Page 106: ...name and password of the session select the Enabled for Credentials option This option is faster than a communication that is set to Enabled for Session To completely secure the session select the Enabled for Session option Disabling validation of eSF application deployment Validation that occurs during deployment of eSF applications causes policy updates that include eSF deployments to take signi...

Page 107: ...screen layout on specific devices The Home Screen task on the Devices tab accesses the home screen and available profiles of selected printers directly unlikethecorrespondingtaskontheDeviceGroups tab whichlets youconfigureacommonhomescreentobedeployed during a policy update and only provides access to Lexmark Intelligent Capture profiles Accessing the home screen configuration for specific devices...

Page 108: ...e name s in the Devices list 4 Select Profiles from the Tasks list 5 Select a profile name from the list to view the profile settings 6 If multiple devices are selected then click Next to view the next device on the list Updating device policies 1 Click the Devices tab 2 Search for the device or devices 3 Select the device names in the Devices list 4 Select Policy Update from the Tasks list 5 Clic...

Page 109: ... the device reverse any home screen modifications or remove eSF applications installed with any solution If a removed device is still included in a discovery profile then it will be rediscovered during the next discovery task using that discovery profile Managing device groups and devices 109 ...

Page 110: ...lled on the computer The Lexmark Intelligent Capture printer port must be created and assigned to a profile that prompts to an existing print queue Notes Lexmark Intelligent Capture printer port prompting is not supported on print servers Do not configure a Lexmark Intelligent Capture port on a print server to use a profile that prompts otherwise the spooler will stop responding and possibly crash...

Page 111: ... that group when the software client accesses the system Similarly policy updates are not used with software clients Lexmark Document Server Printer Port supports dynamic prompting The Solution Status Page cannot be associated with a software client group Note Separate client licenses are required for using software clients in Lexmark Intelligent Capture For more information about adding licenses ...

Page 112: ...e information see Adding an MFP e forms virtual printer or software client license to an existing server on page 71 3 Create a software client group to contain software clients to which a particular solution should be available 4 Add IP addresses to the software client group for the computers where client software are to be installed and to which a particular solution should be available 5 Add the...

Page 113: ...et 10 10 2 Fully qualified domain name client hostname domain name 5 Click Add Notes Software client groups manage software clients by IP address and do not require discovery When adding a software client that will be installed on a Microsoft Cluster Server add the IP address of the logical host as well as the IP addresses of all physical nodes in the cluster Importing software clients to a softwa...

Page 114: ...re the local settings of the solution for the current software client group and then click Finish Installing client software Do the following on a client computer or print server 1 From the installation package run Setup exe 2 Click Install Enterprise System Install Client Software 3 Click Agree to accept the license agreement 4 Make sure Client Software is selected and highlighted If necessary sp...

Page 115: ...must create a print queue assigned to that port 1 Make sure you have installed the print driver that will be used with the Lexmark Document Server Printer Port Note If you do not have a specific print driver that you plan to use with the Lexmark Document Server Printer port then you can use the PCL or PostScript Lexmark Universal Driver appropriate for your operating system available at http suppo...

Page 116: ...recommended and then click Next 13 Type a printer name that describes the profile used with the new printer Select whether to use the new print queue as the default and then click Next 14 Select whether to share the new print queue If you are installing the print queue on a server then select Share name and then type a name to use for the print queue on the network 15 Click Next 16 Select No to sk...

Page 117: ...rver 2008 R2 Note You must be logged in as an administrator 1 In the Devices and Printers folder right click the print queue 2 Configure or add a Lexmark Document Server port In Windows 7 Right click the print queue and then click Print Properties Ports tab In Windows Server 2008 R2 Click Print Server Properties Ports tab Change Port Settings 3 Click Configure Port to configure an existing port or...

Page 118: ...Select the same Lexmark Document Server used for the initial port created for the selected Lexmark Intelligent Capture printer and then click Next 5 Select the same profile used for the initial port created for the selected Lexmark Intelligent Capture printer and then click Next Notes Do not configure a Lexmark Intelligent Capture port on a print server to use a profile that prompts Prompting prof...

Page 119: ...t allows users to access the solution If the profile that you want appears on the home screen then touch the icon for the profile If the profile that you want does not appear on the home screen then do the following 1 Touch Held Jobs 2 Touch Profiles 3 Touch the profile that you want to appear on the home screen Testing and using Intelligent Capture solutions 119 ...

Page 120: ... the any other quality settings at the highest levels for best results 4 Click OK to close any printer software dialogs 5 Click OK or Print The document is sent to the Lexmark Intelligent Capture system using the profile specified in the configuration of the Lexmark Document Server port associated with the selected printer The file type is determined by the output of the print driver and each solu...

Page 121: ...butor Enterprise From the command line type sendservent filename where filename is the file you want to submit to Lexmark Intelligent Capture and then press Enter Note The Selec N Send program folder is added to the system path during installation so that Select N Send may be accessed from any folder at the command line Testing and using Intelligent Capture solutions 121 ...

Page 122: ...ark Select N Send window select a Lexmark Document Server If the client software is newly installed then the list is empty Do the following to add a new server a Click Setup b From the Server Setup window click Add c Type the fully qualified domain name or IP address of the server and then click OK Testing and using Intelligent Capture solutions 122 ...

Page 123: ...of a file containing user information for the job This is optional Note Though a user data file is optional a script that expects user data fails if no user data file is specified or if expected data is missing from a specified file timeout This is the time in seconds to wait for confirmation from the Lexmark Intelligent Capture system before aborting the operation with an error This is optional T...

Page 124: ... 6 Select a solution and then select a script 7 If the script applies to individual servers rather than the system as a whole such as a script that deletes certain files from a server or a script that runs a report with server specific information then click Run on All Servers 8 If the script uses information supplied in the Additional Options field then type the necessary information For more inf...

Page 125: ...r is installed Open the file in a text editor to view the log The default message severity for recording is warn When troubleshooting a problem the message priority can be changed to debug to capture all available messages 1 Click the System tab in LMC 2 Set the server for which you are changing the message priority offline Make sure the server is offline before proceeding Click Refresh and then m...

Page 126: ...lutions Log File By default debugging messages are not recorded When troubleshooting a problem you can enable debugging entries in the log to capture all available messages 1 In the address field of your Web browser type http printer IP se where printer IP is the printer IP address or host name 2 Click Embedded Solutions Set Logging Level Set Logging Level Yes Submit Note After recording the neces...

Page 127: ...ver then use the System Status task on the System tab to determine whether any of the servers in the system are not communicating c If any server is not communicating then uninstall it from the computer where it is installed Note If this is not possible or if the entry remains after uninstalling then select the non communicating server or servers in LMC and then click Remove Server s d Access LMC ...

Page 128: ... User cannot access some tasks in LMC Check with the administrator if the group to which the user belongs has limited access to that task User can still access tasks even after privileges are removed Check the Privileges settings of all the groups to which the user belongs For more information see Assigning privileges to groups on page 46 The Solutions tab and the eSF Configuration task for device...

Page 129: ...scovered printers then select Discover new devices only to skip any IP address where a printer has been discovered Discoveries frequently time out 1 Check your proxy firewall and other network settings on system components to make sure all necessary communication is allowed 2 Make sure other network traffic is not reducing bandwidth during discoveries and policy updates 3 If you have three or more...

Page 130: ... address is specified incorrectly then uninstall and reinstall the load balancer and all servers Note Multiple non communicating servers may impact system performance If you do not expect a non communicating server to quickly reestablish communication then you should remove it To remove a server that is not communicating select the check box beside it in the table and then click Remove Server s On...

Page 131: ...ion If no device group containing the printer appears then make sure the printer is added to a device group and then deploy thesolution tothatdevice group For moreinformation see Deploying solutions toa device group on page 100 f Perform a policy update For more information see Updating policies for device groups on page 105 4 If you are using an e Task 2 printer make sure the correct version of t...

Page 132: ...g any changes Debug messages are logged in the file tomcat7 stdout yyyy mm dd log in the Lexmark Solutions tomcat logs folder where the Lexmark Intelligent Capture server is installed An expected icon does not appear on the home screen after solution deployment Try one or more of the following From the printer control panel refresh the home screen by moving to another screen and then returning to ...

Page 133: ...you can do the following View the information on the printer control panel home screen or in the TCP IP section under the Networks Ports menu Print a network setup page or menu settings page and locate the information in the TCP IP section 2 Click Settings Security Security Setup Access Controls 3 Click Management and then select No Security from the Remote Management drop down menu 4 Click Functi...

Page 134: ... TCP IP section under the Networks Ports menu Print a network setup page or menu settings page and locate the information in the TCP IP section b Click Settings Embedded Solutions c If the AP Bundle does not appear in the list of installed solutions then continue with the troubleshooting procedure Note If the AP Bundle is already installed then make sure it is in a running state Otherwise the prob...

Page 135: ...tes to see if the network connection returns and then access the solution 3 If the solution does not continue then do the following a Turn off the printer b Wait a few seconds and then turn the printer on c Check the printer network settings and the status of the network For more information see the documentation that came with the printer For help with your local network contact your network admi...

Page 136: ...e person who developed the solution or see the Lexmark Document Distributor SDK Guide 3 Create a new port for the created print queue using a name with 75 characters or fewer 4 Restart the computer where you added the Lexmark Document Server port Cannot create or configure a Lexmark Document Server port in Windows 7 Windows Vista Windows Server 2008 or Windows Server 2008 R2 When User Account Cont...

Page 137: ...ntelligent Capture licenses on page 22 2 Make sure a solution has been properly deployed to a software client group containing the software client For more information see Assigning solutions to a software client group on page 114 3 Check your proxy firewall and other network settings on the client computer to make sure communication is allowed with the Lexmark Intelligent Capture load balancer So...

Page 138: ...product program or service that does not infringe any existing intellectual property right may be used instead Evaluation and verification of operation in conjunction with other products programs or services except those expressly designated by the manufacturer are the user s responsibility For Lexmark technical support visit support lexmark com For information on supplies and downloads visit www ...

Page 139: ...ROVIDED AS IS AND ANY EXPRESSED OR IMPLIED WARRANTIES INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED IN NO EVENT SHALL THE APACHE SOFTWARE FOUNDATION OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT INDIRECT INCIDENTAL SPECIAL EXEMPLARY ORCONSEQUENTIALDAMAGES INCLUDING BUTNOTLIMITEDTO PROCUREMENT OF SUBSTITUTE GOODS OR SERVICE...

Page 140: ... a perpetual worldwide non exclusive no charge royalty free irrevocable copyright license to reproduce prepare Derivative Works of publicly display publicly perform sublicense and distribute the Work and such Derivative Works in Source or Object form 3 Grant of Patent License Subject to the terms and conditions of this License each Contributor hereby grants to You a perpetual worldwide non exclusi...

Page 141: ... by applicable law such as deliberate and grossly negligent acts or agreed to in writing shall anyContributor beliable to You fordamages includinganydirect indirect special incidental or consequential damages of any character arising as a result of this License or out of the use or inability to use the Work including but not limited to damages for loss of goodwill work stoppage computer failure or...

Page 142: ...nge 89 backup data recovering with a new installation 87 browser displays a 5yy error when accessing LMC 127 built in reports 81 C cannot create new Lexmark Document Server ports 135 cannot create or configure Lexmark Document Server port in Windows 7 Windows Vista Windows Server 2008 or Windows Server 2008 R2 136 capturing documents 8 changing the administrator password 45 changing the IP address...

Page 143: ...device group 106 removing from the system 108 searching previously discovered devices 107 updating policies 108 viewing profiles 108 Devices tab tasks 49 Devices tab tasks 49 disabling validation of eSF application deployment 106 disaster recovery 10 connecting existing servers during recovery 88 installing new servers during recovery 88 manually backing up databases 90 recovering backup data with...

Page 144: ...lling Lexmark Intelligent Capture components silently 40 installing load balancer with clustering 35 installing load balancer without clustering 34 installing new servers during recovery 88 installing servers 38 installing system components in a workgroup system 27 J JK Status Manager assigning servers to only run LMC or process jobs 65 jobs customizing columns 55 viewing 54 jobs are not sent to t...

Page 145: ...mum system requirements 18 sizing guidelines 31 missing printers discovering 99 monitoring system health 63 moving printers to a new system 73 moving the load balancer 73 multifunction printers supported by Lexmark Intelligent Capture 13 multiple systems configuration types 28 N networking ports used by Lexmark Intelligent Capture system 21 notices 138 NPA configuring device communication 67 O one...

Page 146: ...not send files to Lexmark Intelligent Capture 137 server log viewing 125 server log contains Quartz errors 131 server problems common repairing 77 servers adding after initial installation 58 adjusting limits on concurrent jobs 64 assigning to only run LMC or process jobs 65 connecting existing servers during recovery 88 installing 38 installing during recovery 88 removing non communicating server...

Page 147: ...Console 12 system components 9 system processes terminate unexpectedly when creating a Lexmark Document Server port 136 system requirements 18 avoiding conflicts with other software 21 sizing guidelines 31 system setup overview 13 system sizing guidelines 31 system status 53 System tab changing the administrator user name 45 managing scheduled tasks 56 viewing and changing server status 56 System ...

Page 148: ... updating device policies 108 updating policies for device groups 105 updating the Advanced Prompting Bundle 62 upgrading the license of an existing server 69 uploading solutions to the Lexmark Intelligent Capture system 91 user can still access tasks even after removing privileges 128 user cannot access some tasks in LMC 128 user name changing the administrator user name 45 using a solution from ...