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Server Software

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Using the Reports Tool

The Job Accounting software can be used with Microsoft Excel to 
generate log reports using one of nine pre-programmed macros.

Installing the Reports Tool

1.

Place the driver CD supplied with your printer in the CD-ROM drive on 
the Server computer and wait for the Menu Installer to open.

If the CD does not AutoPlay, click Start

Run

Browse. Browse to 

your CD-ROM drive and double-click Install.exe, then click OK.

2.

Click 

Next

 to accept the terms in the license agreement.

3.

Select the language.

4.

Click

 Network Software

Administration Tools

Job 

Accounting

Reports Tool

 and follow the on-screen instructions.

Generating a Log Report Using Excel

1.

Make sure the Print Job Accounting server software is open and 
that a log has been acquired.

2.

From the Start menu, click 

Okidata

Print Control

Open 

Print Control Reports

.

3.

Click 

Enable Macros

.

Excel opens. The following window appears over it

:

4.

Browse to the log file you wish to open then click 

Open

.

JA_XL_Select_csv.bmp

Summary of Contents for B 4350N

Page 1: ......

Page 2: ...ion is available from the Oki Data web site http my okidata com Copyright 2004 All rights reserved Oki is a registered trademark of Oki Electric Industry Company Ltd ENERGY STAR is a registered tradem...

Page 3: ...Account ID 13 User Name 13 Account ID 13 Server Software 15 Starting the Server Software 15 Server Software Pull Down Menus 16 Setting Up Automatic Email 19 Defining Printer Groups 20 Registering Prin...

Page 4: ...es job accounting features that allow you to track printer usage calculate printing costs and specify access available to each client user Note The screen shots in this User s Guide are generic When y...

Page 5: ...Note This software saves acquired log data on the printer s Hard Disk Drive optional on some models If the printer does not have the Hard Disk Drive the acquired logs are saved to the Flash memory The...

Page 6: ...sh operating systems Connection to the printer s to be managed either a direct connection USB or Parallel to the server or a network TCP IP connection Note Print Job Accounting does not operate in Net...

Page 7: ...ws operating systems with the latest Service Pack installed Windows XP Windows 2000 Windows NT 4 0 Service Pack 6 or later Client Computers Windows or Macintosh The Print Job Accounting Client softwar...

Page 8: ...ob Accounting Server and follow the on screen instructions 5 If you want to create log reports using Excel install the report tools Click Report Tools and follow the on screen instructions Installing...

Page 9: ...e is automatically installed when you install the OS 9 1 printer driver To activate the Job Accounting Client software once it is installed 1 Select Print Desktop on the File menu 2 Ensure that your p...

Page 10: ...the OKIDATA folder 4 Double click the Print Job Accounting icon 5 Click New then enter your LoginName UserName and JobAccountingID as established by the System Administrator and click Save 6 Click Sav...

Page 11: ...3 Double click the Print Job Accounting icon 4 Click New then enter your LoginName UserName and JobAccountingID as established by the System Administrator and click Save 5 Click Save MacOS10 3_JA_Cli...

Page 12: ...nter Name Document Name Number of Printed Pages broken down by color versus monochrome Paper Size Simplex or Duplex Printing etc Set up an account allowing printing only within the limits set For Each...

Page 13: ...ho has been printing The User Name is assigned when creating an Account ID see page 37 It may be set up to represent an individual client or a group of clients and is associated with the Account ID nu...

Page 14: ...d ID clients from printing in color in the same way as above To Set Print Limits and Collect Print Logs by Department In this case you need not necessarily assign an Account ID to each and every clien...

Page 15: ...counting Print Job Accounting The following window appears Important The first time you open the Server software the following window appears Make a note of the Server ID for future use You can also f...

Page 16: ...printers from a group Start End Loga Start end the process of acquiring information for logs from the printer at the set interval time Acquire a Loga Acquire a print log saved in the printer b b Selec...

Page 17: ...equired fields for the report macro in a csv file Export Logsa Export the log as a csv file Export Totala Export totals as a csv file by Printer Account ID or Month Delete the loga Delete the selected...

Page 18: ...trator where you wish to store logs closing date for logs select the day of the month which determines when logs are considered previous month logs as opposed to current month logs Entry Function Serv...

Page 19: ...ption Setup The following window appears 2 Set up the general information on the Mail Setup tab including the mail server when an email is to be sent and the header and footer text to be included with...

Page 20: ...b enter the day of the month on which logs are to be closed Log reports will automatically be emailed to the administrator on the day after this 6 Click OK Defining Printer Groups If you wish to creat...

Page 21: ...At this point no printers have been registered so none appear in the box Printers can be added to established Groups as they are being registered If you create a new group after registering printers a...

Page 22: ...g you need to register printers to be managed in the Server Software Before starting check that the printers are powered up and properly connected 1 From the main Print Job Accounting window click Pri...

Page 23: ...and select Local Port and or TCP IP Network To specify the printer address local or network manually select Specify the printer by address and fill in the appropriate information Note Only printers s...

Page 24: ...nd wait while the software searches for printers A window appears showing a listing of all the printers found For example 4 Select the printer you want to register from the list of printers searched a...

Page 25: ...25 Server Software The following window appears JA_AddPrinter3 bmp...

Page 26: ...urs If this value exceeds 24 hours it is set to 24 hours or by up to five preset times per day Select Interval then click Change Time to set times Fees In the drop down box select a fee definition to...

Page 27: ...27 Server Software The following window appears JA_DefineFees bmp...

Page 28: ...o set a fee to be charged for each page printed in color and for each page printed in mono Sheet Select to set a fee to be charged for each printed sheet In this case the same fee will be charged for...

Page 29: ...e it under the name you enter Once the settings are saved they can be used for other printers as well by selecting the saved settings name in the Fees drop down box in either the Add a printer for whi...

Page 30: ...used for other printers as well by selecting the saved settings name in the Fees drop down box in either the Add a printer for which logs will be acquired window Printer Add a Printer click a printer...

Page 31: ...aries depending on the size of media used Click Change to set fees for individual media sizes Tray Tab Define Fees window Tray Select to set a fee per sheet printed which varies depending on the tray...

Page 32: ...e different media including transparencies labels letterhead card stock etc Belt fuser use amount Tab Define Fees window Belt fuser use amount Select to set a fee per page for belt and or fuser usage...

Page 33: ...ee Printer Properties Option Finisher Tab Define Fees window Staple Select to set a fee for each use of the stapler Applies only when the optional finisher is installed on applicable models Operation...

Page 34: ...lect see page 50 Automatically export logs for report Automatically exports logs in a format which works with the Microsoft Excel macro reports see page 54 Mail logs to administratorb b To use this yo...

Page 35: ...ng is set clients cannot change other settings Disable Printing All printing is cancelled Disable Color Printing Color data printing is cancelled 6 Click Finish The following window appears 7 Use this...

Page 36: ...e following window appears 3 Make any desired changes in settings on the various tabs Printer tab change printer name address group User tab add new User IDs or change information for existing User ID...

Page 37: ...ng Up Account IDs Adding Account IDs for a Registered Printer From the main Print Job Accounting window 1 Double click the printer for which you wish to set up Account IDs The following window appears...

Page 38: ...Server Software 38 2 On the User tab click Register The following window appears 3 Click Add The following window appears JA_ID_Registration bmp JA_AddID1 bmp...

Page 39: ...the following information for the new Account ID Account ID number Name Email address if the user will have limits set on their printing enter their email address so that they can be informed when th...

Page 40: ...rinter Notifies by e mail when Limit Value is exceeded Select to alert this User by email when their set Limit Values have been exceeded as well as when the limits have been reset and printing can be...

Page 41: ...following window appears Disable Printing All printing is cancelled When this is selected other settings cannot be changed Disable Color Printing This Account ID cannot print color data If they submit...

Page 42: ...nt restrictions for the Account ID then click Next The following window appears f Set limits per 24 hour period for the Account ID by any or all of the following Total pages Total dollars Total minute...

Page 43: ...its for a particular user have been exceeded is checked only at the set interval time If the upper limits are exceeded between checks printing continues even though the limit has been exceeded At the...

Page 44: ...he System The Account ID will bring with it the same settings such as usage limits but you can change the settings for the account on the newly assigned printer see below once the record is imported F...

Page 45: ...45 Server Software 3 Click Other Printer The following window appears JA_ImportUser bmp...

Page 46: ...to import Account ID s and click Add Any IDs not already registered for the printer appear in the User box 5 Click any Name Account IDs that you do not wish to add and click Delete then click OK The s...

Page 47: ...ccount ID Settings From the main Print Job Accounting window 1 Open the Printer Tree and double click the printer for which you wish to change Account IDs 2 On the User tab click Register The followin...

Page 48: ...er Software 48 3 Click the Name for which you wish to change settings then click Change The following window appears 4 Make any desired changes then click OK 5 Click End then click OK JA_IDProperties1...

Page 49: ...r tree and double click the name of the printer group for which an Account ID is to be deleted 2 On the User tab click Register The following window appears 3 Click the Name for the Account ID to be d...

Page 50: ...rinter Properties 3 On the Options tab make any desired changes under Acquire Logs then click OK Manually Setting Up Items Reported in the Log To set up the items to be displayed in or exported from a...

Page 51: ...re Log Display Items Standard acquisition Log The following window appears Total Display Items Listing of totals for a registered printer The following window appears JA_LogDisplayItems bm p JA_TotalD...

Page 52: ...cluded in an exported log file The following window appears Total Export Items Items to be included in an exported file containing a listing of totals for a registered printer The following window app...

Page 53: ...ons a Items to be included have a check mark in their box To delete or add an item click the box next to it to toggle the check mark on and off b To change the position of the item in the log click th...

Page 54: ...drive and double click Install exe then click OK 2 Click Next to accept the terms in the license agreement 3 Select the language 4 Click Network Software Administration Tools Job Accounting Reports T...

Page 55: ...mode 5 Select the worksheet you wish to view from the Change worksheet drop down list e g Printer Usage The window changes to display the selected worksheet 6 To print the data press Ctrl P 7 When do...

Page 56: ...limit the date range or click Accounts Account Usage A chart of the data in the Account Summary worksheet Account Summary Summary of information for each account Printer Detail Detailed information f...

Page 57: ...as calculated by the Print Job Accounting software User Detail Detailed information for each job sent to the printer broken down by User ID including User ID Job ID Date Document Name Paper Size Medi...

Page 58: ...8 Click the beside the submenus to drill down to the log you wish to view Date Submenu Lists the logs by date year month then by registered printer Printer Submenu Lists the logs by registered printe...

Page 59: ...t Name Duplex Print Simplex or Duplex Envelope Feedera Number of sheets fed from Envelope Feeder Log No The ID of the job Mediaa Paper type used Transparency etc Mono Number of sides printed in Monoch...

Page 60: ...the process begana Time the job processing started Time the process endeda Time the job processing ended Total Sheets Number of sheets of paper Tray1a Number of sheets fed from Tray1 Tray2a Number of...

Page 61: ...mode you wish to use Tab Mode In this mode the tab for setting the User Name and Job Account ID will be displayed under Job Account Printer Driver Property This mode should be selected when the comput...

Page 62: ...the extension csv to save the file Not supported Mode In this mode all jobs to be printed will be recognized as Unregistered ID 0 Login User Name Account ID User Name Login User Name User name entere...

Page 63: ...te To find the IP address for the printer do any of the following Open the Print Job Accounting software and select the printer in the Printer Tree then click Printer Properties Use the printer s fron...

Page 64: ...tatus The default opening screen To see real time printer status click the Update Status button Network Summary Clicking this will bring up a window with detailed information about the network includi...

Page 65: ...65 Server Software Port Configuration Login as Admin This brings up the Enter Network Password window You must log in before accessing the Printer Menu JA_WebNetworkSummary bmp JA_WebEnterPassword bmp...

Page 66: ...Server Software 66 Job Log This displays the Print Job Log for the selected printer JA_WebJobLog bmp...

Page 67: ...e contains a list of menu setting groups from which to select Printer Summary General Settings Print and Media System and PCL Parallel and USB Memory System Adjust Finisher Menu appears only if option...

Page 68: ...Server Software 68 3 Scroll down to the bottom of the screen and click Submit Changes JA_WebPrinterMenu3 bmp...

Page 69: ...resh Display Q The following message was displayed Cannot connect to the printer Wait for a while and try again A Check that the printer is not offline This message is sometimes displayed during print...

Page 70: ...ill not be recognized as a local print job 4 PostScript printer drivers Macintosh do not store document names in the log 5 In applications that create their own PostScript codes when using the Windows...

Page 71: ...e On each Client computer click Start Programs Okidata OKI Print Job Accounting Client Delete OKI Print Job Accounting client Important At this stage the Server Software stops acquiring print logs fro...

Page 72: ...Oki Data Americas Inc 2000 Bishops Gate Blvd Mount Laurel NJ 08054 4620 Phone 800 654 3282 800 OKI DATA http www okidata com...

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