Xerox 850DX Account Management Tool Administrator's Guide version 10.0 (Englis
Xerox 850DX - Phaser Color Solid Ink Printer Manual
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- Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 1
AccXES Account Management Tool Administrator's Guide Version 10.0 701P41531 May 2004 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 2
product names and numbers herein are trademarks of XEROX CORPORATION. InstallAnywhere is a registered trademark of Zero G Software Inc. Mac OS X is a registered trademark of Apple Computer, Inc. Pentium is a registered trademark of the Intel Corporation. Red Hat Linux is a registered trademark of - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 3
Table of Contents Trademark Acknowledgments 2 Table of Contents ...3 Overview...6 System Requirements ...8 Supported Platforms ...8 Minimum Requirements 8 Installing the AccXES Account Management Tool 9 From the in the Users Database 28 AccXES Account Management Tool Administrator's Guide 3 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 4
the list of currently defined printers 29 Add a printer to the Printers Database 29 Edit a printer in the Printers Database 30 Delete a printer in the Printers Database 31 Find a printer in the Printers Database 31 Perform validation, update, and data purge maintenance for columns that contain - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 5
54 From the Web PMT 54 From the AccXES Compliant Scanner 54 From the Printer User Interface ( 8825/8830/8850 54 2. Saving Each Printer's Media Usage Data to a File Before Loading 7.0 AccXES Firmware 55 Appendix 65 Help Menu ...65 Index...66 AccXES Account Management Tool Administrator's Guide 5 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 6
data will remain in the AMT Raw Job Accounting Database until it is deleted manually, or until the specified number of "Keep Raw Printer Record Intervals" days is reached. Ÿ The raw data can be exported, or written to a file, give each file a 6 AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 7
unique name. If the same file name already exists, instead of replacing the file, it appends to the existing file. Ÿ See Appendix 2 for a list of the AMT data fields. AccXES Account Management Tool Administrator's Guide 7 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 8
333 MHz MacOS X 10.2.x Solaris Version 2.6/2.7/2.8 NOTE: Windows 95/98 are no longer officially supported. Minimum Requirements Ÿ AccXES Firmware 6.2 - 10.0 Ÿ 30 megabytes of available disk space Ÿ display Ÿ TCP/IP network capability 8 AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 9
Client Tools software on your PC. Download the AccXES Client Tools from the Xerox website as follows. Ÿ Go to http://www.xerox.com. Ÿ Choose Support & Drivers. Ÿ Go to the Wide Format section. Ÿ Select the hyperlink that and log on to your AccXES Account Management Tool Administrator's Guide 9 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 10
of the AMT software already exists on your machine, or if the version that you have on your machine is too old to get updated, then select On the Desktop, if you want an AccXES Client Tools shortcut to show on your desktop. You can also select the "Create Icons for All Users Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 11
insert the CD-ROM into the CD-ROM drive and load /AccXES/install.htm into the browser. Follow the instructions on the web page. (In all cases is the directory where the CD-ROM is mounted. Note that uninstall the existing ACT- AMT application. AccXES Account Management Tool Administrator's Guide 11 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 12
If you accidentally corrupt or delete the saved AMT data files, they cannot be recovered. Your manually backed up files would then need to be copied into the AMT database folder. The following table XES MacOS X 10.2.x /.XES 12 AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 13
printer settings. Ÿ In the Web PMT, select Session Setup. Ÿ Enter your password, or 0 as the default password. Ÿ Press the Submit button. Ÿ Click on ACCOUNTING to display the Accounting Page. Ÿ Copy down the Machine system account data, AccXES Account Management Tool Administrator's Guide 13 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 14
2. Import the account identifiers, and sub-account/user identifiers that were saved to a file from printers. AccXES generated account data can also be imported. See the "Importing Accounting File" page for type in 3.2 as the Account ID. 14 AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 15
defined in the AMT database, select the checkbox in front of "Enable these users for all printers and accounts". The associations will be made to the AMT database, and the "Authorization Needed" checkmark will be checked on the Printers Tab. AccXES Account Management Tool Administrator's Guide 15 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 16
Printers" dialog window will appear. Ÿ Type the printer name into the Printer Name text field. This Printer Name information will show on the Printers Tab. However, it is best to type in the Machine of "Enable all accounts and users on these printers". The associations will be made to the AMT database - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 17
printers on the Add dialogs, you can skip this step. Now that you have added accounts, users, and printers to AMT, you need to specify which accounts and users are authorized to use which printers Printers window, click on the printers accounts, selected printers, and their printers, Printers - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 18
Printers Tab. When the printer is updated with the associations, the checkmark will be removed from the "Printers Printers Tab. The "Last Authorized" column will show the date and time that the authorization was accepted by the printer " column, then go to the printer and be sure that it is - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 19
printers whose "Purge Needed" field is checked on the Printers Tab, and whose "Unvalidated" field does not show a checkmark on the Printers Tab. The printers Tools' Document Submit Tool to the printer. Job accounting data will be created in each printer controller's job log file. 9. Retrieve - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 20
printer. Ÿ Printer Job Accounting Tab. A message will appear at the bottom of the screen showing printer's controller to delete (purge) the original data. If you go to the Printers Printer Printer When Job Log is Full" field is checked, or "ON". If you check this field then the printer printer's - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 21
13. On the Printer Job Accounting Tab, select this toolbar button. A progress bar will show at the bottom of printers, the tallied database will be deleted. If you have not written the tallied data to a file by the time that data is deleted from the Raw Job Accounting Database (manually Guide 21 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 22
will be a message at the bottom of the Printer Job Accounting Tab that "Writing the data file was Job Accounting Database when the "Keep Raw Printer Records Interval" (days), which is time that the AMT Administrator retrieves data from the printers' job log files. This completes the tutorial. The - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 23
an account. The maximum number of defined accounts supported by AccXES AMT is 9,999. For system printers and users". The associations will be made to the AMT database, and the "Authorization Needed" checkmark will be checked on the Printers Tab. AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 24
Configuration > Delete > Accounts. The AMT will show a verification dialog. 3. Select the OK button. Selected accounts will be deleted from the AMT Accounts Database and the AMT Associations Database. This disassociates the accounts from all of the printers and users currently defined to have - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 25
appear. 2. Type in the Account ID to search for that account in the AMT Accounts Database and press the Search button. The located Account will show as highlighted on the Accounts Tab. Status The status bar at the bottom of the screen displays the status of database operations, as well as - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 26
defined users must be associated with accounts and printers before the users can charge media usage to a system account or printer. The maximum number of defined users supported by AccXES AMT is 9,999. For system select this toolbar button. 26 AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 27
Authorization Needed" checkmark will be checked on the Printers Tab. 6. Select this toolbar button to place the Printers Tab to also send the associations to the printers. 9. To associate a user with printers printers. This means that the users will become disassociated from all of the printers - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 28
. Status The status bar at the bottom of the screen displays the status of database operations, as well as the status of connection to the printer during connection attempts and data transfer. 28 AccXES Account Management Tool Administrator - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 29
does not affect job accounting operations on the indicated printer. Associating defined printers with specific accounts and users is done on the Edit Account Associations Tab. The maximum number of printers supported by the AccXES AMT is 999. For system performance reasons it is recommended that - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 30
u would still like to add the printer. 6. To associate the listed printers with all of the accounts and all printers whose "Authorization Needed" field shows a checkmark and whose "Unvalidated" box does not have a checkmark in it. When the authorizations have been successfully sent to a printer - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 31
are deleted. This dialog warns the AMT Administrator to collect the printers' job log file prior to deleting the printer. Deleting a printer removes it from the AMT Printers Database and it will no longer show in the Associations Database. The command does not remove the defined accounts and - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 32
a printer connection (for example, the printer is off-line) the AMT will leave the checkmark in the "Purge Needed" box. After successful completion of the transaction with the printer, the "Purge Needed" field will not show a checkmark. 32 AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 33
a toolbar button on the Printer Job Accounting Tab. Last printer's controller. This field will be blank for the printers whose data has never been collected. (For example, the printer has been added to the AMT Printers to pulling the printers' data for the first time.) If a printer's data needs - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 34
Account Associations are the links between users, accounts, and printers. Use this tab to specify the account associations. Edit ID - When you select an account in the Accounts window, it will show in the Account ID field. If multiple accounts are selected, the first account Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 35
2. In the Printers window, click on the printers that you wish selected Account and selected Printers. 5. Select this Printers Status" column means that the affected printers have not yet been notified of the associations. The printer is also marked on the Printers the printers with the updated - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 36
- If the AMT Administrator chooses to skip the printer, a checkmark will remain in the "Printers Status" column within the "Current Associations..." window. Also, that printer's "Authorization Needed" field will show a checkmark on the Printers Tab. 36 AccXES Account Management Tool Administrator - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 37
printer to retrieve a copy of the job accounting data from its controller's job log file. The data is retrieved into the AMT Raw Job Accounting Database and remains there until the records are manually Accounting Database will show the media usage for each user/account by printer. The tallied data - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 38
data will show i n the records. Selecting printer job options In the "Keep Raw Printer Records Interval" field, printers' controllers, and shown on the Printer printers job log file from the Printers and Updating the printers. The data will remain in the Raw Job Accounting Database until it is manually - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 39
Go to the Printers Tab. Look the listed printer and machine, then a line for each machine's accounts and users appears in the tallied data. Ÿ Select this toolbar button. The tallied data summary will show on the Printer Job Accounting Tab. A progress bar will show Manually Records can be manually - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 40
automatically deleted in the Raw Job Accounting Database when the "Keep Raw Printer Records Interval" (days), which is set on the Select Job dialog, is reached the next time that the AMT Administrator retrieves data from the printers' job log files. Status The status bar at the bottom of the screen - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 41
Reinforced. Completion State - Select this check box to collect job completion information from the AccXES printers. The default will be ENABLED. When selected, the Completion State values will be as follows: being cycled or from power loss. AccXES Account Management Tool Administrator's Guide 41 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 42
printers. Halt Printer When printer. The job accounting data log must be collected before the printer printers after you select the Set the Printers Job Accounting printer printers printers AccXES printer's Printer Job printers after you select the Set the Printers Job Accounting Options toolbar - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 43
Printer you select the Collect the Job Accounting Data toolbar button on the Printer Job Accounting Tab. This is a numeric, 2 character field. The Accounting Options dialog, which is accessed from a toolbar button on the Printer Job Accounting Tab. Display Units - Select either metric or English to - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 44
users, 999 printers, and 12,000 associations (for 128 MB on one printer, or 100 accounts and 25 users on 2 printers, there will accounts, users, or printers in the database to reference that account/user/printer. Non-AccXES generated printers, and 12,000 associations (for 128 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 45
used. The Column 6 scan to net area data cannot be imported. 1. Select this toolbar button on the Printer Job Accounting Tab, or select File > Import Accounting File . 2. On the "Import Accounting File" dialog, become Account ID 3.04. AccXES Account Management Tool Administrator's Guide 45 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 46
will be made to the AMT database, and the "Authorization Needed" checkmark will be checked on the Printers Tab. 5. If you want to also import the data from the file, select the box in front are a maximum 32 alphanumeric characters 46 AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 47
of your import file identifiers to all of your AMT Account, User, and printer identifiers, select the box in front of "Create global associations for the imported accounts button. The imported accounts will show on the Accounts Tab and the imported users on the Users Tab. AccXES - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 48
not select the "Create global associations.." feature before importing your file, you will next need to associate each Account ID and User ID with the printers that you have defined in the AMT. See the Edit Account Associations page for details. 7. Select this toolbar button on the - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 49
the Printer Job Printer Job Accounting Tab. Data is automatically deleted in the Raw Job Accounting Database when the "Keep Raw Printer the AMT Administrator retrieves data from the printers' job log files. How to Export raw data is retrieved from the printer into the Raw Job Accounting Database. - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 50
want to overwrite the file. Ÿ The saved file can now be opened, or imported into another application to create reports, etc. The column headers will show in the exported file. 50 AccXES Account Management Tool Administrator - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 51
location of this folder is in C:\Program Files\AccXES\AMTdatabase. WARNING: If you accidentally manually delete the saved AMT database files, they cannot be recovered. It is recommended to your AMT data files if you manually remove files. AccXES Account Management Tool Administrator's Guide 51 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 52
Ÿ Read the above warning message about losing your AMT data files if you manually remove files. Mac OS X To uninstall the application on a UNIX system, Read the above warning message about losing your AMT data files if you manually remove files. RedHat To uninstall the application on a UNIX system, - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 53
will uninstall both the AccXES Client Tools and the Account Management Tools. Ÿ Read the above warning message about losing your AMT data files if you manually remove files AccXES Account Management Tool Administrator's Guide 53 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 54
scanner or printer). Ÿ Press the Update Printer button to the Menu key, on the printer control panel. Ÿ Press the . Press the Enter key. From the Printer User Interface ( 8825/8830/8850 ) printer. Ÿ Press the Enter key. The display shows ACCOUNTING ADMINISTRATION. Ÿ Press the Next key until PRINTER - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 55
controller's job accounting data must be saved to a file before the 7.0 AccXES firmware is loaded onto a printer, or the data will be lost. The saved data can then be imported into another software for analysis. . Ÿ Select the Save button. AccXES Account Management Tool Administrator's Guide 55 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 56
the Save button. Writing account data to a floppy disk from printer controllers (N5T, CNG, or VP8 ) Ÿ Check that a floppy disk drive exists on the printer's controller. If yes, do the following. Ÿ Ensure that a file number is Acct1.txt. 56 AccXES Account Management Tool Administrator's Guide - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 57
printer's controller. Only AMT defined users can use an AMT defined Account ID when interacting with the defined printer set to "optional" on the printer or scanner, any job log Printers) - Input this information on the Add Printers dialog. It can be viewed in the Description field on the Printers - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 58
Printer - Input this address on the Add Printers dialog. It can be viewed on the Printers be sent to the printer from the Document Submit Tool Printer Job Accounting Tab. However, if you double click on the row in the Media Type column, the additional data will show are defined printer job types: - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 59
types or media sizes are used for the same job, the first will be listed on the Raw Job Accounting Data list on the Printer Job Accounting Tab. However, if you double click on the row in the Media Type column, the additional data will show. AccXES Account Management Tool Administrator's Guide 59 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 60
job, the first will be listed on the Raw Job Accounting Data list on the Printer Job Accounting Tab. However, if you double click on the row in the Media Type column, the additional data will show.In the Tallied Job Accounting Database, there will be a separate column for each media type - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 61
characters are converted to upper case letters on entry. It is input on the Add Users dialog. When accounting is set to "optional" on the printer or scanner, any job log file data that does not have a User ID will be assigned the "GenericUserID". Multiple users can be associated with the - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 62
inches and the tallied data is in square feet. Raw Job Accounting Database The Raw Job Accounting Database shows on the Printer Job Accounting Tab and consists of the following data columns. Record ID, Printer Name, Account ID, User ID, Job Name, Job ID, Job Type, Job State, Job Sets, Job Completion - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 63
printers printer. Accounts and Users that show zero media usage will not be listed in the tallied data. If an account or user is defined on more than one machine, a line for each machine's accounts and users appears in the tallied data. Go to the Printer ID, Printer Name, Database (manually or - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 64
Printers - View the currently defined list of AccXES printer/copiers from which to collect job accounting data. Associations - Refreshes the "Current Associations..." window to show Users", or "Add Printers" dialog. Delete - Delete the selected accounts, users, or printers from the account database. - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 65
the job log file at each defined printer. Printer Job Accounting Options - Open the dialog for selecting what data will be collected in the job log file at each defined printer. Transaction Menu Write Tallied Data to Account Management Tool. AccXES Account Management Tool Administrator's Guide 65 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 66
AMT Database Account ID Data Field Accounts Tab Add an Account Add a Printer Add a User Appendix 1 Appendix 2 Appendix 3 Associations, to edit Needed D Delete an Account Data Field Descriptions Data Files Delete a Printer Delete a User E Edit Account Associations Exporting (Writing) Media Usage - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 67
Tool IP Address of the Printer J Job Accounting, Enabling Job Completion Time Job ID Job Name Job Options Job Sets Job State Job Type K Keep Interval M Media Type Media Area Media Length Media Width Media Sheets Menu Commands (All) O Overview AccXES Account Management Tool Administrator's Guide 67 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 68
Needed R Raw Job Accounting Database Record ID Retrieving Job Accounting Data from Printers S Save Pre 7.0 Firmware Media Usage Data Scan Destination Scan File Size Scan (Create) AMT Tallied Job Accounting Database Update Printer User ID Users Tab 68 AccXES Account Management Tool Administrator - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 69
V View Defined Accounts View Defined Printers View Defined Users View Menu Commands AccXES Account Management Tool Administrator's Guide 69 - Xerox 850DX | Account Management Tool Administrator's Guide version 10.0 (Englis - Page 70
Prepared by: Xerox Corporation Global Knowledge & Language Services 800 Phillips Road Building 845-17S Webster, New York 14580-9791 USA Printed in the United States of America AccXES is a trademark of the Xerox Corporation 2004. All other product names mentioned herein are trademarks of their
AccXES Account Management Tool
Administrator’s Guide
Version
10.0
701P41531 May 2004