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Lexmark X925 Lexmark Document Distributor - Page 100

Understanding software client setup

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• Prompts cannot be used with software clients. • The Solution Status Page cannot be associated with a software client group. Note: Separate client licenses are required for using software clients in LDD. For more information about adding licenses to an existing system, see "Adding an MFP, e-forms virtual printer, or software client license to an existing server" on page 63. Understanding software client setup Preparing software clients for use with LDD solutions requires a slightly different process than setup and solution deployment for printers. The following steps provide an overview of installation of client software and assignment of solutions to software clients. Each step is covered in more detail in the following sections. After installing other LDD system components: 1 Upload a solution to LDD as shown in "Uploading solutions to the LDD system" on page 84. 2 If necessary, install client software licenses on the LDD system as shown in "Adding an MFP, e-forms virtual printer, or software client license to an existing server" on page 63. 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 on which client software will be installed and to which a particular solution should be available. 5 Add the solution to the new software client group. Note: Only solutions developed for use with client software (instead of, or in addition to, printers) may be made available to software client groups. 6 Install client software on each of the client computers. Note: Servers must be set online to successfully install client software. 7 Run Windows Update to make sure the latest updates for the .NET framework are installed. 8 If using Lexmark Document Server Ports, add print queues assigned to the appropriate Lexmark Document Server Port on each client computer or print server. 9 Test all print queues that use Lexmark Document Server Ports. Note: For information on testing Lexmark Document Server Ports, see "Using LDD print queues" on page 110. 10 Use test jobs to complete setup of Select'N'Send from each client. Note: For information on testing and using Select'N'Send client software, see "Using the Select'N'Send GUI" on page 111. Managing software clients 100

Section	Page
Contents	3
Lexmark Document Distributor overview	9
Understanding the stages of a job	9
Document capture	9
Document processing	9
Document routing	9
Confirmation	10
Understanding the Lexmark Document Distributor system	10
System components	10
Reliability, scalability, and disaster recovery	11
Workflow solutions	12
Client software	13
Lexmark Management Console	13
Security overview	13
System setup overview	14
Supported printers	14
Supported ECM platforms	17
Installing Lexmark Document Distributor	18
Minimum and recommended system requirements	18
Avoiding conflicts with other software	20
Ports used by the LDD system	20
Activating LDD licenses	22
Understanding installation types	26
Installing an enterprise system	26
Configuration types for enterprise systems	26
System sizing guidelines	28
Installation overview for an enterprise system	29
Installing the database and load balancer without clustering (configurations 1, 1-N, and 1-1-N)	30
Installing the database and load balancer with clustering (configurations X-N, and X-Y-N)	32
Installing servers	34
Installing a workgroup system	35
Installation overview for a workgroup system	35
Installing system components in a workgroup system	35
Installing LDD components silently	36
Using LDD without DNS	37
Upgrading from LDD 4.4	37
Using Kerberos authentication	40
Configuring Kerberos authentication on printers	40
Configuring LDD servers for Kerberos authentication	42
Monitoring and maintaining the system	43
Using Lexmark Management Console	43
Accessing Lexmark Management Console	43
Changing the administrator user name	43
Changing the administrator password	43
Enabling LDAP server authentication for LMC	44
Device Groups tab tasks	45
Software Client Groups tab tasks	46
Devices tab tasks	47
Solutions tab tasks	48
E-Forms tab tasks	48
System tab tasks	48
Finding basic information	49
Understanding the Home tab	49
Understanding the status bar	49
System status information on the status bar and Home tab	50
Viewing information summaries for LDD elements	50
Viewing jobs and the system log	51
Customizing columns that appear for jobs and the system log	51
Viewing device group profile settings	51
Viewing software client group profiles	52
Viewing forms associated with a solution	52
Viewing version information	52
Managing the LDD system	52
Viewing and changing server status	52
Viewing and managing all scheduled tasks	53
Configuring the confirmation page	54
Adding servers to the system after initial installation	54
Changing the IP address on a configuration 1 system	55
Rebooting the LDD system	55
Restarting the Lexmark Solutions Application Server	56
Uninstalling LDD components	56
Updating the Advanced Prompting Bundle	57
Configuring communications	58
Configuring a connection to an SMTP server	58
Configuring NPA device communication	58
Configuring SNMP for discovering printers	58
Improving performance	59
Configuring chunk size for device discovery and policy updates	59
Assigning servers to only run LMC or process jobs	59
Managing licenses	60
Finding a Host ID	60
Viewing and downloading existing licenses	60
Upgrading the license of an existing server	61
Adding an MFP, e-forms virtual printer, or software client license to an existing server	63
Rehosting licenses	65
Using the Solution Status Page	66
Accessing the Solution Status Page	66
Understanding status information	66
Repairing common server problems	69
Adding printers to the server	69
Adding licenses to the server	70
Removing printers	71
Managing reports	71
Running a report	71
Scheduling a report	72
Using built-in reports	73
Adding a report	74
Editing report settings	75
Removing a report	75
Configuring default report options	75
Creating custom reports	76
Backup and disaster recovery	78
Automatically backing up the system on a schedule	78
Recovering backup data with a new installation	79
Installing new servers during recovery	80
Connecting existing servers during recovery	80
Re-creating LDD printer ports after an address change	81
Manually backing up databases	82
Managing solutions	83
Understanding the solution deployment process	83
Understanding solution settings	83
Uploading solutions to the LDD system	84
Configuring global solution settings	84
Editing local settings for a deployed or assigned solution	84
Configuring an eSF application associated with a solution	85
Managing solution-related files	85
Removing solutions	85
Managing device groups and devices	87
Creating and populating device groups	87
Understanding device groups	87
Creating a device group	87
Configuring time-out for policy updates	88
Creating a new discovery profile	88
Importing a list of printers to a device group	88
Discovering printers	89
Discovering missing printers	90
Viewing all printers with outdated policies	90
Scheduling a discovery task	90
Deploying solutions to a device group	91
Customizing the home screen for a device group	91
Updating policies for device groups	95
Scheduling policy update tasks	95
Enabling secure communication between servers and the printers in a device group	96
Disabling validation of eSF application deployment	96
Using the Devices tab	96
Searching for devices	96
Viewing or editing the layout of the home screen on specific devices	97
Viewing profiles for specific devices	98
Updating device policies on specific devices	98
Removing devices from the system	98
Managing software clients	99
Understanding software clients and software client groups	99
Understanding software client setup	100
Creating and populating software client groups	101
Creating a software client group	101
Adding software clients to a software client group	101
Importing a list of software clients to a software client group	101
Assigning solutions to a software client group	102
Installing client software	102
Installing client software on a Microsoft Cluster Server	103
Installing client software remotely	103
Adding LDD printers on a client workstation or print server	105
Increasing LDD print queue availability using printer pooling	107
Testing and using Lexmark Document Distributor solutions	109
Using a solution from a printer	109
Using LDD print queues	110
Using Select'N'Send	111
Using the Select'N'Send GUI	111
Using Select'N'Send from the command line	113
Scheduling a script task	113
Working with forms	115
Uploading formsets to the LDD system	115
Removing formsets	115
Creating forms printers	116
Creating input queues for forms printers	118
Providing load balancing and failover for forms merge jobs using OM Plus	119
Providing failover for forms merge jobs using printer pooling	119
Troubleshooting	120
Viewing logs	120
Viewing installation logs	120
Viewing the server log	120
Viewing the Embedded Solutions Diagnostic Log	121
Solving problems with LMC	121
The browser displays a 5xx error when accessing LMC	121
LMC responds very slowly	122
LMC does not finish loading or data is missing	122
An error occurs when attempting to upload a formset	122
Reports are not displayed when run	122
The Solutions tab and the eSF Configuration task for device groups do not function	122
Solving problems with discovery	123
Discovery and policy updates run slowly	123
Discoveries frequently time out	123
Some printers on the network cannot be discovered	123
Solving server and printer problems	124
One or more servers cannot be brought online	124
One or more servers cannot be set offline	124
“Error importing license” message encountered when adding a license	124
The printer control panel displays \	125
The server log contains Quartz errors	126
Kerberos authentication is not working	126
An expected icon does not appear on the home screen after solution deployment	126
Policy updates fail for a specific printer	127
The printer only returns to the home screen after attempting to execute an LDD profile	128
Solving problems with client software	129
New Lexmark Document Server ports cannot be created	129
Processes explorer.exe and spoolsv.exe terminate unexpectedly when creating a Lexmark Document Serve ...	129
A Lexmark Document Server port cannot be created or configured in Windows Vista or Windows Server 2008	129
Jobs are not sent to the LDD system when using LDD printers	130
Select'N'Send cannot send files to LDD	130
Solutions are receiving inaccurate page counts in jobs sent from an LDD printer	130
Notices	132
The Apache Software License, Version 1.1	132
Apache License Version 2.0, January 2004	132

Match case Limit results 1 per page

•

Prompts cannot be used with software clients.

•

The Solution Status Page cannot be associated with a software client group.

Note:

Separate client licenses are required for using software clients in LDD. For more information about adding

licenses to an existing system, see “Adding an MFP, e-forms virtual printer, or software client license to an existing

server” on page 63.

Understanding software client setup

Preparing software clients for use with LDD solutions requires a slightly different process than setup and solution

deployment for printers. The following steps provide an overview of installation of client software and assignment

of solutions to software clients.

Each step is covered in more detail in the following sections.

After installing other LDD system components:

Upload a solution to LDD as shown in “Uploading solutions to the LDD system” on page 84.

If necessary, install client software licenses on the LDD system as shown in “Adding an MFP, e-forms virtual printer,

or software client license to an existing server” on page 63.

Create a software client group to contain software clients to which a particular solution should be available.

Add IP addresses to the software client group for the computers on which client software will be installed and to

which a particular solution should be available.

Add the solution to the new software client group.

Note:

Only solutions developed for use with client software (instead of, or in addition to, printers) may be made

available to software client groups.

Install client software on each of the client computers.

Note:

Servers must be set online to successfully install client software.

Run Windows Update to make sure the latest updates for the .NET framework are installed.

If using Lexmark Document Server Ports, add print queues assigned to the appropriate Lexmark Document Server

Port on each client computer or print server.

Test all print queues that use Lexmark Document Server Ports.

Note:

For information on testing Lexmark Document Server Ports, see “Using LDD print queues” on page 110.

Use test jobs to complete setup of Select'N'Send from each client.

Note:

For information on testing and using Select'N'Send client software, see “Using the Select'N'Send GUI” on

page 111.

Managing software clients

100