Lexmark 634dte Administration Guide

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  • Lexmark 634dte | Administration Guide - Page 1
    Lexmark Intelligent Capture Administrator's Guide May 2012 www.lexmark.com
  • Lexmark 634dte | Administration Guide - Page 2
    and disaster recovery ...10 Workflow solutions...10 Client software...11 Lexmark Management Console ...12 Security overview...12 System setup overview...13 Supported printers...13 Supported ECM platforms...17 Installing Lexmark Intelligent Capture 18 Minimum and recommended system requirements 18
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    printers 41 Configuring Lexmark Intelligent Capture servers for Kerberos authentication 43 Monitoring and maintaining the system 44 Using Lexmark Management Console...44 Accessing Lexmark Solutions tab tasks ...50 E‑Forms tab tasks...51 Services tab tasks...51 System tab tasks ...52 Finding basic
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    license of an existing server ...69 Adding an MFP, e‑forms virtual printer, or software client license to an existing problems...77 Adding printers to a server ...77 Adding licenses to a server ...78 Removing printers Lexmark Intelligent Capture printer ports after an address change 89 Manually
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    solutions to the Lexmark Intelligent Capture system policy updates...105 Enabling secure communication between servers and printers in a device group 106 Disabling validation of eSF software client groups 110 Understanding dynamic prompting support 111 Understanding software client setup...112
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    Server 115 Adding Lexmark Intelligent Capture printers on a client workstation or print server 115 Configuring a Lexmark Document Server port log...125 Viewing the Embedded Solutions Diagnostic Log 126 Troubleshooting 127 Solving problems with LMC...127 The browser displays a 5yy error when
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    ...133 The printer only returns to the home screen after attempting to execute an Lexmark Intelligent Capture profile ...134 The solution stops responding...135 The solution cannot connect to the network 135 Solving problems with client software 135 Cannot create new Lexmark Document Server ports
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    processes. Users can submit paper documents from multifunction printers (MFPs), or they can submit digital documents from individual on the integration of these parts, see the Lexmark Intelligent Capture Integration Guide. Each Lexmark multifunction printer has the ability to print, copy, scan,
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    or failure. A custom report may be printed, or a confirmation prompt can be displayed on the screen of e‑Task 2 or later printers. Additionally, other Lexmark Intelligent Capture services can be used for confirmation purposes. For example, an e‑mail notification can be sent to the user or other
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    to separate database and load balancer computers. Lexmark Intelligent Capture is scalable to support a large number of clients, submitting jobs Lexmark Intelligent Capture to meet a business need. A workflow solution usually provides a new profile, or type of job a user can initiate, on a printer
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    printer to provide functionality needed by the solution, such as delayed sending of scanned documents. • Components-These are JAR files that provide services not available in the base Lexmark at a printer. Note: For more information on the latest Lexmark Intelligent Capture port monitor support, see
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    encryption-Data encryption is available for communication between any two Lexmark Intelligent Capture components, or with any Lexmark printer that supports encryption. Encryption for communication between Lexmark Intelligent Capture components is accomplished using Internet Protocol Security (IPsec
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    e‑Task 3 multifunction and single‑function printers, and on X642 multifunction printers. This application is required for Lexmark Intelligent Capture support and provides prompting capabilities, held jobs support, and security support for these printers with Lexmark Intelligent Capture. • On e-Task
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    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 prompting. 5 These printers support Korean
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    Lexmark Intelligent Capture overview 15 e‑Task 2 printers without a touch screen e‑Task 2+ printers with a touch screen Supported prompts • ArrayPrompt • AuthenticationPrompt (requires a supported card reader) • BooleanPrompt • IntegerPrompt • ListPrompt • MessagePrompt • NumericPrompt •
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    Chinese, Korean, and Japanese prompting. • For more information about the latest device and firmware level support with Lexmark Intelligent Capture, see the Readme file. e‑Task printers without a touch screen • C520x • C522x • C524x • C530x • C532x • C534x • C732x • C734x • C736x • C780x • C782x
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    Lexmark Intelligent Capture overview 17 Supported ECM platforms • IBM FileNet P8 Content Engine • IBM FileNet IS 4.0 SP4 • IBM FileNet CS 5.4 • IBM FileNet CE 3.5.2 • Windows SharePoint Services 3.0 • Microsoft Office SharePoint Server 2007 • Microsoft SharePoint 2010 • Microsoft SharePoint
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    Intelligent Capture 18 Installing Lexmark Intelligent Capture Minimum and recommended system requirements Server, load balancer, and database components Category Operating system Required Recommended for enterprise systems Any of the following:
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    and more network traffic may require Gigabit Ethernet to run at a satisfactory speed. Domain Name System (DNS) or Windows Internet Name Service (WINS) Notes: • Local hosts files can be used instead of external DNS. • Contact Lexmark Professional Services for support of other network systems.
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    system and an x64-based system refers to a 64-bit operating system. • Enterprise Editions and Enterprise x64 Editions of Windows Server support an active/passive or active/active clustered print server with the Lexmark Document Server Printer Port. • 32-bit Enterprise Editions of Windows Server
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    Internet Information Services (IIS) may conflict with Apache HTTP Server and should not be installed. Ports used by the Lexmark Intelligent Capture shown here. • Any ports used by forms printers are determined by the Lexmark Intelligent Capture administrator. Component Database Load balancer Server
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    , 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 the Lexmark Intelligent Capture system and generates license files that will only work with that system
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    Capture 23 5 In your Web browser, click Manage Entitlements. 6 Activate and download the license for your Lexmark Intelligent Capture server system: a Select the line for the product Lexmark Intelligent Capture Server, and then click Activate. b In the first Host ID field, enter the host ID
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    folder accessible to the load balancer. f Click Complete. 7 Activate and download the license for using Lexmark Intelligent Capture with your printers: a Select the line for the product Lexmark Intelligent Capture MFP License, and then click Activate. b In the first Host ID field, type the host ID
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    Intelligent Capture 25 f Click Complete. 8 If you are using e‑forms, then activate and download the license for e‑forms virtual printers: a Select the line for the product Lexmark Intelligent Capture EFVP License, and then click Activate. b In the first Host ID field, type the host ID determined
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    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 enterprise system lets you install the database, load
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    licenses. 3 Install Lexmark Intelligent Capture using a workgroup installation. 4 Change the administrator password, and optionally, the administrator user name. 5 Temporarily set servers online to test function. Note: Because software clients are managed differently than printers, client software
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    9 Click Finish > Done. Installing an enterprise system Configuration types for enterprise systems When installing an enterprise system, Lexmark Intelligent Capture can be installed using the following hardware configurations: Configuration Description Advantages Disadvantages 1‑N Database (DB
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    Installing Lexmark Intelligent Capture 29 Configuration Description Advantages 1‑1‑N Database (DB) and load balancer (LB) on separate computers, server Further on one or more additional computers improved performance
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    T1 T2 T3 T4 T5 T6 Configuration 1-N LDD system Configuration 1-N LDD system Configuration 1-N LDD system Each system group contains two identical Lexmark Intelligent Capture systems. Jobs are balanced between these systems in each group by the hardware load balancer or GSS. If a failure
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    computers, as well as a hardware load balancer or GSS. You also need to manually configure these systems to be identical. Note: Printers that do not support eSF applications cannot be used with a Lexmark Intelligent Capture system that uses a hardware load balancer or GSS. When a hardware load
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    " solution. For more information, see the Lexmark Document Distributor SDK Guide. Concurrency Each server that meets recommended requirements , the system should include four servers to allow for 100 active printers for a solution with average execution time below 30 seconds. Installation overview
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    servers using VMware ESX 3.0.1 or later. However, the best performance can be achieved only by using separate physical servers. Using Oracle database with Lexmark Intelligent Capture If you are using Oracle as the back-end database, then make sure: • The Oracle database 10g or later is completely
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    . Do the following on the computer that will run the database: 1 From the installation package, run Setup.exe. 2 From the Lexmark Solutions installation window, click Install Enterprise System > Install Database. 3 Click Agree to accept the license agreement. 4 If necessary, specify a location
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    Installing the database and load balancer with clustering (configurations X‑N, and X‑Y‑N) Notes: • Before installing Lexmark Intelligent Capture, set up the failover clusters using Microsoft Windows Server Clustering Services. • Make sure to set up all firewall exceptions on all physical and logical
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    -*.bat) by typing the batch file name and then pressing Enter. Note: If you are using an Oracle database for Lexmark Intelligent Capture, then do not run the Lexmark Intelligent Capture DB firewall batch file (2008-cluster-firewall-config-DB.bat). Installing the database If you are installing the
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    set most conveniently during installation. If the database is moved, then you must uninstall, and then reinstall the load balancer, or contact Lexmark Professional Services to assist in modifying your current installation. 8 Select the type of database, and then click Next. Note: If you are using an
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    the dialog, and then click OK. 5 Allow the installation to complete, and then click OK. The configured cluster contains the necessary Lexmark services. Installing servers Note: Multiple servers should not be installed at the same time. Complete each server installation before beginning another one
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    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 Lexmark\solutions\firebird\data • \Lexmark\solutions\Apache2\logs • \Lexmark\solutions\Apache2\htdocs\apachewebdav - All Tomcat transaction servers (\Lexmark
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    printers) • Windows temporary directory (C:\Windows\temp) - Network file shares and subdirectories where solutions installed write files • Make sure full virus scans and virus definition updates on all Lexmark on the installation CD contain usage instructions. The included batch files are examples
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    the appropriate options as shown in the usage instructions. 4 Follow any other instructions in the command prompt window. Using Kerberos authentication If a user logs on at a printer using Kerberos, the credentials can be used by the Lexmark Intelligent Capture system to manipulate files on the
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    Tickets must be forwardable in order to forward them to the Lexmark Intelligent Capture system. For more information about configuration files, see developer of the solution. 2 From the Access Controls page in the printer Embedded Web Server, locate the setting between Solution 1 and Solution 10
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    the ticket forwarded from the printer. In this case, no configuration is necessary. A warning is included in the log indicating that the server is attempting to determine the KDC address and realm from a forwarded ticket. To manually configure each Lexmark Intelligent Capture server for Kerberos
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    Using Lexmark Management Console Accessing Lexmark Management Console . • It may take several minutes to start all services after the system boots. If LMC cannot be accessed immediately not allow ActiveX controls to run, then you must upgrade manually by visiting the Adobe Web site. 2 Enter the administrator
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    Monitoring and maintaining the system 45 Changing the administrator user name 1 In LMC, click the System tab. 2 Select Username & Password from the System list. 3 Type the new user name. 4 Re‑type the new user name to confirm it. 5 Click Apply. Changing the administrator password 1 Click the
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    Monitoring and maintaining the system 46 Example • User Search Filter: uid • User Search Base: ou=Employees • Group Search Filter: uniquemember • Group Search Base: ou=Groups • Group Identifier: groupOfNames • Member of Group(s): Dept A,Dept C If the user name testuser is used to log in to LMC,
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    Monitoring and maintaining the system 47 • If a user belongs to multiple groups, then group privileges are combined. Privileges can be modified for LDAP users only. The default administrator has access to all tabs and tasks, and these settings cannot be modified. 1 Select Privileges from the
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    been previously discovered but did not respond on the network during the most recent discovery operation. • The number of out‑of‑policy printers. Out‑of‑policy printers are those that have not been updated with policy changes initiated on the server. • Whether the device group is configured to use
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    included in the device group. There is a tab for each supported class of printer. Profiles* Displays the profile settings for the device group for each device class Fax Forwarding Allows you to configure MFPs such that incoming faxes are forwarded to a fax number, e-mail address, FTP site
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    Monitoring and maintaining the system 50 Task Description Summary When one device is selected, it displays the following device information: • Address • Host name • List of device groups to which the device belongs • List of solutions deployed on the device • Model • Serial number • Contact
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    Formsets Description Allows you to view and manage the virtual printers that process e‑forms Allows you to view and manage formsets for all solutions Services tab tasks Services tab tasks and their descriptions Task Confirm DeviceSecurity E‑mail General Description This lets you set the
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    . AP Bundle This lets you update the Advanced Prompting Bundle (AP Bundle) eSF application that e‑Task 2 printers require for support. Specifying updated files here updates the applications on printers during the next policy update. Privileges This lets you add access control to users. You can
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    on the System tab. Understanding the status bar The status bar appears on all tabs and shows the number of licenses, discovered printers, unlicensed printers, missing printers, and printers known to be out‑of‑policy, as well as the overall system status. The message bar above the status bar also
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    Monitoring and maintaining the system 54 Viewing information summaries for Lexmark Intelligent Capture elements Summaries of essential information are available for device groups, software client groups, printers, and solutions. 1 Click the Device Groups, Software Client Groups, Devices, or
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    Monitoring and maintaining the system 55 To change the number of entries that appear on each page of the jobs list or log, select a new value for Number of Jobs/Page. To export the jobs list or logs in comma‑separated values (CSV) format, click Export Report. Customizing columns for jobs and
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    can view version numbers for all system components, which may help you to troubleshoot problems and make sure all components are up to date. 1 Click the , or viewing the overall job schedule, use the System tab in Lexmark Management Console. Viewing and changing server status To view server status,
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    Monitoring and maintaining the system 57 Do the following when adding or editing a task: 1 If you are adding a new task, then select a task to schedule. 2 Edit the description of the task, and then click Next. 3 Configure the task: • If you are adding or editing a discovery or policy update task,
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    than this level. • warn-This includes messages that indicate potential problems, as well as other lower message levels than this level. • , any third‑party services used with existing solutions must be installed manually. If the new server is left without the same services as existing servers,
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    maintaining the system 59 3 Install any third‑party services required by existing solutions on the new server. 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
  • Lexmark 634dte | Administration Guide - Page 60
    Server service, any solution‑related file in the \Lexmark \Solutions\apps\wf-ldss\ or \Lexmark\Solutions\apps\wf-ldss\solutions folders, such as a property file for a solution, is reverted to the version stored with the solution package as it was initially installed or upgraded, and any manual
  • Lexmark 634dte | Administration Guide - Page 61
    and make sure no applications are using the shared drive where Lexmark Intelligent Capture components are installed. b In the Cluster Administrator, the system components are originally installed. c Stop the cluster service on standby nodes. Wait for confirmation from the Cluster Administrator
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    printers, and X642 multifunction printers. This application is required for Lexmark Intelligent Capture support and provides prompting capabilities, held jobs support, and security support for printers with Lexmark configured to be read by the e‑mail watcher service. • Make sure there are no spaces
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    default folder name is INBOX. • mail.allowIdle-If you want the mail server to support IMAP IDLE, then set this value to 1. Otherwise, leave it blank. 2 From .xml, then you need to restart the Lexmark E‑mail Watcher service from the Windows Services control panel. 3 Make sure to add the
  • Lexmark 634dte | Administration Guide - Page 64
    Monitoring and maintaining the system 64 To view the performance data for an individual server, select the address of the server from the list in the Server Health section. The following data are shown for overall server performance: • Task Count-This displays the number of jobs running on the
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    system are approximately equal, server loads should be optimal without manually tuning the load balancer. However, when servers are unequal, separately manage Lexmark Management Console (LMC) sessions, job submissions from e‑Task 2 and e‑Task 3 printers, and job submissions from e‑Task printers. The
  • Lexmark 634dte | Administration Guide - Page 66
    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
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    5000. 6 Click Apply. Configuring SNMP for discovering printers 1 Click the Services tab. 2 Select SNMP from the Services list. 3 Select Parameters from the Tasks list. through password or PIN is supported. 1 Click the Services tab. 2 Select DeviceSecurity from the Services list. 3 Select Parameters
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    which is associated with the network adapter connected to the same network as your printers, then do following: 1 Click , or click Start and then click Run in the Lexmark Licensing Portal. Viewing or downloading existing licenses 1 Open the Lexmark Licensing portal at http://software.lexmark.com. 2
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    the entitlement ID 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
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    Monitoring and maintaining the system 70 6 In the Fulfill Count field, type 1, and then click Generate. 7 Click Save To File, and then save the file using a descriptive file name, such as server.lic, to a folder accessible to the load balancer. 8 Click Complete. Note: If you are using a failover
  • Lexmark 634dte | Administration Guide - Page 71
    and maintaining the system 71 Adding an MFP, e‑forms virtual printer, or software client license to an existing server Note: Back up your current license files before updating with new files. 1 Open the Lexmark Licensing portal at http://software.lexmark.com. 2 Type the entitlement ID you received
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    , virtual printers, or software clients associated with the current server in the Fulfill Count field. 7 Click Generate. 8 Click Save To File, and then save the file using a descriptive file name, such as mfp.lic, efvp.lic, or client.lic, to a folder accessible to the load balancer. Note: The
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    . 10 Launch Lexmark Management Console for the new system in your Web browser, and then add a new license. For more information, see "Adding an MFP, e‑forms virtual printer, or software client license to an existing server" on page 71. 11 If you are re‑hosting only some of the printer licenses, then
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    in the device group associated with the Solution Status Page. Additionally, new printers and licenses can be added, and a single Fix button can fix many common problems. The Solution Status Page is particularly suited to less-experienced users. Note: The Solution Status Page can only be enabled
  • Lexmark 634dte | Administration Guide - Page 75
    the current status of the server configuration Indicates the type of license, if any, that is provided for the server MFPs (overview) The MFPs section in the left pane shows the overall status of the printers connected to the server. Field Description Total Stations Indicates the number of
  • Lexmark 634dte | Administration Guide - Page 76
    and maintaining the system 76 MFPs (detail) The MFPs section in the right pane lists each connected printer. Expand a printer in the list to show the following information: Field Configuration Description Indicates the current status of the printer configuration Licensed Indicates whether the
  • Lexmark 634dte | Administration Guide - Page 77
    Click Fix to repair several common problems that occur in the system. The Fix button does each of the following as necessary: • Set all servers online. • Run a discovery for the associated device group. • Update policies on associated printers. • Reload the license files on the server system
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    3 Type the IP address or host name of the printer, and then click Add. The printer is added to the MFPs list in the right pane, and the numbers in the MFPs section of the left pane are adjusted accordingly. 4 Click Yes to add another printer, or click No to complete the process. Adding licenses
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    the system 79 • To add a new printer license, click Add a MFP license. 2 In the window that appears, type a path to a license file, or click Browse to browse to the license file. 3 Click Upload. Removing printers Removing a printer disables the solution on that printer and frees a license on the
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    Report. The report appears in a new window and 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
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    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 profile, and most active users per printer. • Report by Time-This displays daily and hourly data, such
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    Printer for each profile - Scheduled scripts • User Report-This displays data related to users, such as user job success rates, most active users, and job duration. Adding a report Note: Only summary reports are supported files are copied to the folder \Lexmark\Solutions\apps\wf-ldss\WEB-INF\reports
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    , any scheduled script tasks that use the report are not detected and must be removed manually. After removing a report from the Available Reports list, you can optionally delete associated files from the folder \Lexmark\Solutions\apps\wf-ldss\WEB-INF\reports\ where the system is installed on each
  • Lexmark 634dte | Administration Guide - Page 84
    , see the documentation for iReport. Note: Only summary reports are supported. Even if a custom report has a detail section defined, the reports generated from the custom report will be blank. Using special Lexmark Intelligent Capture parameters You can add the following parameters to the report
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    device class for which a profile was run by the task, if applicable. • HAS_SCANNER-This is the boolean value (0 or 1) for whether the printer that submitted that job has a scanner. Using included subreports Some subreports included may be useful in developing other custom reports. Since these files
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    the users who most often submit jobs for each printer Displays the users who most often submit jobs back up the databases and solutions in an Lexmark Intelligent Capture system to a network share. the "Admin email address" setting of the Confirm service. Any failures are also recorded in the system
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    Intelligent Capture system prevents an existing data from being overwritten by another system. This also helps you identify from which Lexmark Intelligent Capture system the backup data belongs to. 6 If the network share requires authentication, then type the user name and password. 7 To back
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    among all system components using an NTP server. 2 Restart the Lexmark Solutions Application Server service from the Windows Services control panel on each server. 3 Perform a policy update for any device groups that contain e‑Task printers, making sure to clear the Only update those devices which
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    of the new database. 6 From the Services control panel, start the Lexmark Solutions Application Server service. 7 Perform a policy update for all "Viewing and changing server status" on page 56. Recreating Lexmark Intelligent Capture printer ports after an address change If the new load balancer
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    pooled ports, then add additional ports using the same server and profile. 8 If the Printer Ports dialog is still open, then click Close. 9 Make sure only newly created manual backups, you can use GBAK.exe, located in the \Lexmark\Solutions\firebird\bin\ folder within the folder where the Lexmark
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    group to use the deployed solution. 8 Update the device policies for the printers in the device group. 9 Set servers online. For more information, see software client group client group click Edit.) Uploading solutions to the Lexmark Intelligent Capture system 1 Click the Solutions tab. 2 Select
  • Lexmark 634dte | Administration Guide - Page 92
    " on page 56. • If you install a workflow solution that includes a component, then you may need to restart the Lexmark Solutions Application Server from the Windows Services control panel for the solution to fully function. • Solutions should be removed from home screens, device groups, and software
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    located in the \Lexmark\Solutions\apps\wf- service, then any solution‑related file is reverted to the version stored with the solution package as it was initially installed or upgraded, and any manual changes are lost. Removing solutions 1 Remove home screen buttons for the solution on any printers
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    Managing solutions 94 2 Delete the solution from any device groups or software client groups where it has been deployed: a Click the Device Groups tab. b Select a device group where the solution has been deployed from the Device Groups list. c Select Solutions from the Tasks list. d Select the
  • Lexmark 634dte | Administration Guide - Page 95
    groups and devices 95 Managing device groups and devices Creating and populating device groups Understanding device groups A device group is a collection of printers that share one or more solution deployments with the same local configuration. At least one device group must be created to deploy
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    list. 4 Type a timeout period in seconds for each device during a policy update. The timeout setting for the PolicyUpdate service determines how long 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
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    in the remaining fields for any optional filters. 6 Click Add in the main section to save the discovery profile. Importing a list of printers to a device group A list of printers can be imported from an XML, TXT, or CSV file exported from MarkVision or other systems. 1 Click the Device Groups tab
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    >ABC789 All Discovering printers Before a solution can be deployed to a printer, the printer must be discovered as part of a device group. Printers may be manually discovered or automatically discovered on a schedule. This section covers
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    appear if a specific device group is selected in the Device Groups list. 5 If necessary, edit the discovery parameters. 6 Click Discover. Viewing all printers with outdated policies 1 Click the Device Groups tab. 2 Select All Device Groups from the Device Groups list. 3 Select Out of Policy Devices
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    group membership is necessary, then it is not recommended to configure a home screen for more than one of the device groups to which the printer belongs. 1 Click the Device Groups tab. 2 Select a device group from the Device Groups list. 3 Select Home Screen from the Tasks list. 4 Click the tab
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    6 Configure a button on the home screen: • For multifunction and single‑function printers with a touch screen (e‑Task 3, e‑Task, e‑Task 2, e‑Task 2+, X642 Available selections for each device class e‑Task 3 Execute a standard MFP function - Change Language - Copy - Copy Shortcuts - Fax -
  • Lexmark 634dte | Administration Guide - Page 102
    executes the same function as Copy. Execute a printer shortcut Shortcut Shortcut Shortcut Shortcut Provide a placeholder for Leave a blank None space None None None Functions SFP e‑Task 3 Execute a standard MFP function - Change Language - Search Held Jobs - Held Jobs - Usb Drive -
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    device groups and devices 103 Functions Available selections for each device class SFP e‑Task 3 SFP e‑Task 2+ X642 Execute a printer Shortcut shortcut Shortcut Shortcut Provide a App Reservation - App Reservation Placeholder placeholder for an eSF application - Placeholder icon Note
  • Lexmark 634dte | Administration Guide - Page 104
    the Layout menu. b Click Add below the list of buttons. Notes: - The only action available is Single Profile. You cannot modify other menu items on a printer without a touch screen. - To remove a button, select it in the list, and then click Remove. c To apply custom text to the button, select the
  • Lexmark 634dte | Administration Guide - Page 105
    on the Services tab in order to allow enough time 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
  • Lexmark 634dte | Administration Guide - Page 106
    eSF deployments to take significantly longer than those that do not. If you do not want to validate eSF application deployment on each printer, then do the following: Note: eSF settings configured using the eSF configuration task are not deployed when validation of eSF application deployment is
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    tab accesses the home screen and available profiles of selected printers directly, unlike the corresponding task on the Device Groups tab Lexmark Intelligent Capture profiles. Accessing the home screen configuration for specific devices may be helpful for the following tasks: • Troubleshooting
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    any installed eSF applications appear on the first page after the pages defined in the custom home screen. 1 Click the Devices tab. 2 Search for printers. 3 Select device names in the Devices list. 4 Select Home Screen from the Tasks list. 5 To edit an individual home screen, click Edit. Make any
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    Managing device groups and devices 109 Notes: • Removing a device from the system does not remove profiles that have been deployed to 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
  • Lexmark 634dte | Administration Guide - Page 110
    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
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    prompted for information they don't have at the moment. The Job Submission Web Service provides prompting capability to Lexmark Document Server Printer Port clients. From the port monitor, the following prompts are supported: • MessagePrompt • BooleanPrompt • IntegerPrompt • ListPrompt • ArrayPrompt
  • Lexmark 634dte | Administration Guide - Page 112
    printer ports on a clustered print server is not supported. Understanding software client setup Preparing software clients for use with Lexmark software licenses on the Lexmark Intelligent Capture system. For more information, see "Adding an MFP, e‑forms virtual printer, or software client license
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    Managing software clients 113 Creating and populating software client groups Creating a software client group 1 Click the Software Client Groups tab. 2 Click Add from the Software Client Groups list. 3 Type a unique name for the new software client group, and then click Add. Adding software
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    Select'N'Send from the list. Note: Do not install Select'N'Send on a print server. 6 To include the Lexmark Document Server Port in the installation, select the Lexmark Document Server Printer Port check box. 7 Click Finish, and then allow the installation to complete. 8 If prompted, select Yes to
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    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://support.lexmark.com. 2 Make sure at least one server is online using the
  • Lexmark 634dte | Administration Guide - Page 116
    click Next. For more information, see the documentation that came with the printer or print driver. 12 If you are asked whether to keep the existing are required in order to report an accurate page count to the Lexmark Intelligent Capture system, which may be used by some solutions. Additionally
  • Lexmark 634dte | Administration Guide - Page 117
    using Windows 7 or Windows Servers 2008 R2, then click Add Printer. 2 Follow the instructions on the computer screen, clicking Continue for any User Account Control prompts. For more information, see "Adding Lexmark Intelligent Capture printers on a client workstation or print server" on page 115
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    Server port in Windows 7, Windows Vista, Windows Server 2008, or Windows Server 2008 R2" on page 117. 2 Click the Ports tab > Enable printer pooling > Add Port > Lexmark Document Server Port ‑ Enterprise > New Port. 3 Type a name for the new port, and then click Next. Note: The port name must be
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    and using Intelligent Capture solutions 119 Testing and using Intelligent Capture solutions Using a solution from a printer After a solution is deployed to a printer, a profile is available on the printer that allows users to access the solution. If the profile that you want appears on the home
  • Lexmark 634dte | Administration Guide - Page 120
    scanned, using a higher setting for Darkness may also provide better results. Using Lexmark Intelligent Capture print queues 1 With a document open in Windows, click File > Print. 2 Select the printer associated with the Lexmark Document Server port and the profile you want to use. 3 To configure
  • Lexmark 634dte | Administration Guide - Page 121
    Do one of the following: • From a Windows Explorer window, right‑click the file you want to submit toLexmark Intelligent Capture, and then click Send To > Lexmark Document Distributor Enterprise. • From the command line, type sendservent filename, where filename is the file you want to submit to
  • Lexmark 634dte | Administration Guide - Page 122
    Intelligent Capture onto the file sendservent.exe or to a shortcut pointing to that file. 2 From the Lexmark 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
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    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. The default is 0, which specifies no timeout. interval-This is
  • Lexmark 634dte | Administration Guide - Page 124
    Testing and using Intelligent Capture solutions 124 • To associate the script with a software client group: a Click SftClientGroup, and then click Next. b Select the software client group to associate the script with, and then click Next. • To schedule the script without associating it with a
  • Lexmark 634dte | Administration Guide - Page 125
    is recorded in the file lsas.log in the folder Lexmark\Solutions\tomcat \logs where the server 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
  • Lexmark 634dte | Administration Guide - Page 126
    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 > Log File. By default, debugging messages are not recorded. When troubleshooting a problem, you can enable debugging entries in the log to capture
  • Lexmark 634dte | Administration Guide - Page 127
    Troubleshooting 127 Troubleshooting Solving problems with LMC The browser displays a 5yy error when accessing LMC When services are starting on the system or the system is under a heavy processing load, your browser may display a 5yy error, such as "500 Internal Server Error" or "503 Service
  • Lexmark 634dte | Administration Guide - Page 128
    Troubleshooting 128 LMC does not finish loading or data is missing If cookies are may have occurred while uploading the solution. 1 Contact Lexmark Professional Services for assistance in manually removing the solution that caused the problem. 2 Contact the developer of the solution to have colons
  • Lexmark 634dte | Administration Guide - Page 129
    Troubleshooting 129 3 Select the tasks that do not respond, and then click Stop Task. Solving problems with discovery Discovery the time waiting for non‑responsive printers during policy updates, reduce the timeout per device using the PolicyUpdate service on the Services tab. Note: If you are
  • Lexmark 634dte | Administration Guide - Page 130
    Troubleshooting 130 Solving server and printer problems One or more servers cannot be set online Try one or more of the following: • Make sure a license is installed for each server during installation. For more information about activating licenses, see "Activating Lexmark Intelligent Capture
  • Lexmark 634dte | Administration Guide - Page 131
    Troubleshooting 131 LDSS Server is unavailable message appears on the printer control panel 1 Make sure the system has been running long enough for all services to start. It may take several minutes to start all services when the Lexmark Intelligent Capture system is first booted. If the system
  • Lexmark 634dte | Administration Guide - Page 132
    Troubleshooting the date and time are correct and synchronized on the printer, Lexmark Intelligent Capture server, and KDC sever. To log Kerberos class tab that matches the device class of the printer. For more information about device classes, see "Supported printers" on page 13. 5 Select the Use
  • Lexmark 634dte | Administration Guide - Page 133
    the latest firmware updates. For more information, contact Lexmark Professional Services. Policy updates failed for a printer If access controls on an e‑Task 2+ or e‑Task 3 printer that is not supported by the system are secured, then the printer remains marked "Out of Policy" after a policy update
  • Lexmark 634dte | Administration Guide - Page 134
    in a running state. Otherwise, the problem may be with the solution itself. Contact the developer of the solution for assistance. 2 If the printer uses basic security template with a password or PIN, then configure the device security service for the printer. For more information, see "Configuring
  • Lexmark 634dte | Administration Guide - Page 135
    Check the local domain settings in the proxy server settings of the printer. If necessary, add the domain on the local network that will bypass the proxy server. Solving problems with client software Cannot create new Lexmark Document Server ports 1 Make sure at least one server is online using
  • Lexmark 634dte | Administration Guide - Page 136
    Troubleshooting contact the person who developed the solution, or see the Lexmark Document Distributor SDK Guide. 3 Create a new port for the created print queue, to that port. For more information, see "Adding Lexmark Intelligent Capture printers on a client workstation or print server" on page
  • Lexmark 634dte | Administration Guide - Page 137
    Troubleshooting 137 c Make sure one of the listed licenses applies to clients and is not expired. For more information, see "Activating Lexmark are finished spooling: 1 From the Printers control panel in Windows, right‑click the printer, and then click Properties. 2 support.microsoft.com/kb/919736).
  • Lexmark 634dte | Administration Guide - Page 138
    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.lexmark.com. If you don't have access to
  • Lexmark 634dte | Administration Guide - Page 139
    LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT
  • Lexmark 634dte | Administration Guide - Page 140
    Notices 140 "You" (or "Your") shall mean an individual or Legal Entity exercising permissions granted by this License. "Source" form shall mean the preferred form for making modifications, including but not limited to software source code, documentation source, and configuration files. "Object"
  • Lexmark 634dte | Administration Guide - Page 141
    This License does not grant permission to use the trade names, trademarks, service marks, or product names of the Licensor, except as required for may choose to offer, and charge a fee for, acceptance of support, warranty, indemnity, or other liability obligations and/or rights consistent with
  • Lexmark 634dte | Administration Guide - Page 142
    Console 44 accessing LMC troubleshooting 127 accessing the Solution Status Page 74 accessing the System Health dashboard 63 activating Lexmark Intelligent Capture licenses 22 adding a report 82 adding an e‑forms virtual printer license to an existing server 71 adding an MFP license to an existing
  • Lexmark 634dte | Administration Guide - Page 143
    manual backup 90 default report options configuring 83 deploying solutions to device groups 100 device discovery troubleshooting manually backing up databases 90 recovering backup data with a new installation 87 recreating Lexmark Intelligent Capture printer prompting support 111 E ECM supported
  • Lexmark 634dte | Administration Guide - Page 144
    clustering 34 installing Lexmark Intelligent Capture supported ECM platforms 17 installing Lexmark Intelligent Capture components 128 K Kerberos troubleshooting 132 Kerberos authentication configuring Lexmark Intelligent Capture servers 43 configuring on printers 41 Kerberos authentication
  • Lexmark 634dte | Administration Guide - Page 145
    troubleshooting 130 licensing activating Lexmark Intelligent Capture licenses 22 adding a software client license to an existing server 71 adding an e‑forms virtual printer license to an existing server 71 adding an MFP e‑mail watcher service 62 manually backing up databases 90 MFP license adding to
  • Lexmark 634dte | Administration Guide - Page 146
    ‑communicating servers 56 repairing common problems 77 setting online or offline 56 troubleshooting 130 tuning the load balancer Services tab tasks 51 setting server status 56 setting up software clients, overview 112 SharePoint 17 silent installation 40 single‑function printers supported by Lexmark
  • Lexmark 634dte | Administration Guide - Page 147
    troubleshooting 132 understanding solution settings 91 understanding the solution deployment process 91 uploading to the Lexmark Intelligent Capture system 91 using from a printer subreports using 85 supported ECM platforms 17 supported printers 13 system administration Lexmark Management Console 12
  • Lexmark 634dte | Administration Guide - Page 148
    access some tasks in LMC 128 user name changing the administrator user name 45 using a solution from a printer 119 using built‑in reports 81 using included subreports 85 using Lexmark Intelligent Capture print queues 120 using multiple systems for high availability 28 using Oracle database with
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Lexmark Intelligent Capture
Administrator's Guide
May 2012
www.lexmark.com