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Oki B430d-beige smart PrintSuperVision Users Manual - Page 14

Preparing User Information, Client Software

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1. Introduction Preparing User Information PIN, user name and password are required when registering a user. Read the explanation below carefully, and prepare the PIN, user name and password according to the objectives of the printing limitations and log. sPSV Setting information PIN User name Details User ID is a number assigned to each user for identification. Settings such as printing limitations and cost burden are set for each user ID in sPSV. The name used when logging in to sPSV. Password The password used to log in to sPSV. Registration range 1 - 999999999 Up to 32 1- or 2-byte characters (Names cannot include "") Up to 32 characters Client Software Setting information User ID (PIN) User name Details The user ID (PIN) used in sPSV When printing limitations or logs are configured for each department, the same ID number is assigned to all users within the department. This setting is for recognizing the actual user who ordered the print job from the client computer. This information is stored in the "User name" section of the job log. Registration range 1 - 999999999 Up to 80 1-byte characters or 40 2-byte characters (Names cannot include "") Note The following restrictions apply depending on the model. • When printing is performed without setting the user ID (PIN), printing is performed by an unregistered user and 0 is recorded as the user ID (PIN) in the log. • When printing is performed from a Windows or Mac OS X computer on which the client software is not set up, the user is an unregistered user, the user ID is 0, and the user name used to log on to either Windows or Mac OS X recorded in the log as the user name. • I n some applications, such as the Windows version of InDesign, data that does not use printer drivers may be created. In this case, the user is an unregistered user, the user ID is 0, and the user name is recorded as a blank space in the job log. • T he user ID (PIN) is registered as a blank space in the job log. - 14 -

Section	Page
How to Read This Manual	2
Notations	2
Terms	2
Important	2
Trademark Information	2
About This Manual	3
Manual Copyright	3
1. Introduction	10
Merits of smart PrintSuperVision (sPSV)	10
Mechanisms of sPSV	11
Configuration of sPSV	12
Information Required for Settings and Examples of Settings	12
User Accounts	12
Preparing User Information	14
Example Settings	15
Setting Up sPSV	23
Administrator (Administrator PC)	23
Users (Client Computers)	24
Create a Settings Sheet	25
2. Setting Up smart PrintSuperVision (sPSV)	36
Operating Environments	36
Recommended Computer Specs	36
Standard Ports	36
Supported Browsers	36
Other	36
How to Install	37
3. Setting Up the Print Job Accounting Client Software	41
Setting Up in Windows	41
Operating Environments	41
Installing the Client Software	41
Setting Up in Mac OS X	43
Operating Environments	43
Installing the Client Software	43
4. If Using Active Directory	45
What Can It Be Used for?	45
Settings for Connecting to Active Directory	45
Connecting to an Active Directory in a Specified Domain	45
Changing the Time or Interval at Which Update of Active Directory is Confirmed	46
To update Active Directory Immediately	47
5. smart PrintSuperVision (sPSV)	49
Top Page	49
Login Window	50
Main Menu	51
[Show Device Usage Status]	52
[Restrict Device Use]	58
[Notify Device Management Status]	64
Details Screen	79
[Manage] Tab	80
[Report] Tab	89
[Option] Tab	92
[Help] Tab	101
[Help Icon]	105
6. Print Job Accounting Client Software	107
When Using Windows	108
Setting the Job Account Mode	108
Using Tab Mode	109
Using Pop-up Mode	109
Using Hide Mode	110
Using in Unsupported Mode	113
When Using Mac OS X	114
Registering the Job Account ID (PIN)	114
Registering Multiple Users Together	114
Changing a Job Account ID (PIN) or User Name	115
Deleting a Job Account ID (PIN) or User Name	116
Exporting Data for Client Software	116
7. Registering and Managing Devices	118
Registering Devices	118
Start sPSV	118
Registering Devices	119
Configure the Settings of the Registered Devices	121
Management Group Registration	125
Changing Settings for Management Groups	127
Deleting Management Groups	128
8. Registering and Managing Users	130
Individual Management	130
User Registration	130
Registering User Group	131
Registering Users and User Groups to a Device	133
Changing User/User Group Information	135
Changing User Group Assignment	136
Deleting Users/User Groups	137
Active Directory-linked Management	138
Adding Users/User Groups	138
Changing User Information	139
Changing Attributes Displayed in the User List	141
Deleting Users/User Groups	141
9. Restricting Device Use	143
What Can Be Done With Use Restrictions	143
Usage Limitations	143
Setting Use Restrictions for User Names	147
Adding from the User	147
Adding Manually	149
Adding from the Job Log	150
Creating a CSV File to Add in a Batch	150
Importing Users Specified in Windows	151
Adding by Associating a PIN to an Authentication User Name	152
Adding Unregistered User Settings	153
Registering Roles	153
Setting LDAP Authentication	154
Setting Use Restrictions Targeted to the Document Name	155
Adding from the Job Log	155
Adding Manually	157
Adding Unregistered Item Setting	157
Setting Use Restrictions Targeted to the Host Name	158
Adding from the Job Log	158
Adding Manually	160
Adding Unregistered Item Settings	160
Setting Use Restrictions Targeted to the Application Name	161
Adding Manually	161
Adding from the Job Log	162
Adding Unregistered Item Settings	163
Displaying Device Registered Use Restrictions	164
Changing Device Registered Use Restrictions	164
Delete Device Registered Use Restrictions	166
Deleting Individual Use Restrictions	166
Deleting All Use Restrictions (Restoring Initial Status)	167
Temporarily Disabling Use Restrictions	168
Enabling Use Restrictions	168
10. Managing Available Usage	170
What can be done with available usage	170
Setting the Available Usage	170
Changing the Priority Level of User Group	171
Creating Fee Charge Definitions	172
Setting Fee Definitions for Devices	176
Changing Fee Charge Definitions	177
Deleting Fee Charge Definitions	178
Checking and Resetting Usage Statuses	178
Sending Print Prohibited/Permitted by Mail	179
11. Checking the Device Status, Consumable Life or Printing Status	182
Checking the Device Usage Status	182
Checking the Consumable Life	183
Checking the Printing Status	185
Checking Device Statuses	187
Changing Interval and Time for Acquiring Device Information and Statuses	189
12. Managing Job Logs	192
What Can Be Done with Job Logs	192
Configuring the Job Log Acquisition Settings	192
Providing Time Notifications for Devices	194
Displaying Job Logs	194
Displaying Job Logs	194
Displaying All Job Log Items (Detail Display)	195
Changing Job Items To Be Displayed	196
Deleting Job Logs	197
Outputting Job Logs as a CSV File	197
Stopping Job Log Acquisition	198
Operations When the Log Is Full	199
Displaying Totals	200
Displaying Totals	200
Displaying All Aggregated Items (Detail Display)	201
Changing Aggregate Items	201
Outputting the Aggregation Results As a CSV File	202
Receiving Notifications of Usage Status Totals by Email	203
Sending Job Logs by Email	204
Changing the Closing Date	205
13. Environment Settings	207
Changing the Database Destination	207
Changing the Web Service Settings	208
Setting the Outgoing Mail Function	210
Setting the Outgoing Mail Function	210
Configuring the Settings for Notification Email	211
Sending Database Error Notification Email	213
Auto Status Refresh Service	214
14. Other Functions	217
Receiving Email Notifications of Job Results	217
Limiting the Size and Number of Attachments	218
Deleting Registered Devices	218
If the Device Connection Destination or IP Address Has Been Changed	219
Automatically Reconnecting When the Device IP Address Is Changed	220
Back Up/Restore	221
To Change Device Management to a Different Computer	222
Checking the Server ID	223
Registering the Installation Position of Devices Belonging to a Management Group	223
15. Uninstalling the Software	226
Uninstalling sPSV	226
Deleting the Print Job Accounting Client Software (Windows)	227
Deleting the Print Job Accounting Client Software (Mac OS X)	227
16. Troubleshooting	229
17. Frequently Asked Questions (FAQ)	235
18. Terms	238
19. Resources	241
List of Available Functions	241
Information That Can Be Acquired as a Job Log	243
Items That Can Be Aggregated	248
Basic Procedures in Windows	253