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Kyocera ECOSYS P2040dw Kyocera Net Viewer Operation Guide Rev 5.5 2016.6 - Page 56

Creating New Device Settings, Device User List

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Device Address Book data file (.ABF or .CSV) User list export file (.CSV or .XML) Document Box List file (.CSV or .XML) 8 Click Open. Click Next. 9 If Device User List, Device Address Book, or Device Document Box was selected in step 5 and a .CSV file selected in step 7, the Map the column names to the existing properties page appears. Select mapping values for each property. Any items that are not selected are skipped. If the first line of the .CSV file contains headers, select File has headers. The first line of the file is ignored and only the data is used. Click Next. 10 On the Confirmation page, review your selections. If the Edit settings button appears, you can click the button to open a dialog box and make changes to the settings. Click Save to file if you want to save your settings to a file. The settings are saved to a file in .CSV, .XML or .ZIP format. If you select more than one setting, this file is saved as a .ZIP file. Note: Multi-Set Template (.ZIP) files consist of XML files generated by this application only. Click Back to make any changes. 11 Click Finish. If the device must be restarted to save the settings, a message appears. Click OK to close. If the process completes successfully, the properties or settings are copied from the file to the destination device. Click Close. If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file in .CSV format. Creating New Device Settings You can create a new device settings template. This feature is unavailable if more than one model is selected on the Device group page. 1 In any Device view, select one or more devices to change settings. 2 In the Device menu, click Advanced > Set multiple devices. 3 On the Multi-Set Mode page, select Custom mode. Click Next. 4 On the Device group page, select one group to which settings will be applied. Click Next. 3-33 User Guide

Section	Page
Table of Contents	3
1 Quick Start	7
Starting and Logging In	7
Editing Authentication Options	7
Device Discovery	8
Adding Devices	8
Custom Options for Adding Devices	8
Automatic Device Discovery	8
Scheduling Automatic Device Discovery	9
Excluded Devices	9
Excluding a Device from Discovery	9
Including a Device	9
Host Discovery	9
Activating Host Services	10
Adding Hosts	11
Options for Adding Hosts	11
Automatic Host Discovery	12
Scheduling Automatic Host Discovery	12
Excluded Hosts	12
Excluding a Host from Discovery	12
Including a Host	12
User Interface	13
Main Menu	13
My Views	13
Default Views	13
Toolbar	13
List View	13
Identifying Status Icons	13
Customizing List Views	14
Sorting Rows in List View	14
Expanding a Row in a Device List View	14
Viewing Audit Log Records	14
Closing the Application Window	15
2 View Management	16
View As	16
Default Views	16
Map View	17
Importing a Map Background	17
Adjusting the Map Size	18
Clearing a Map Background	18
My Views	18
Dynamic View	18
Adding a Dynamic View	18
Manual View	19
Adding a Manual View Using Selection	19
Adding a New Folder to My Views	19
Renaming a Folder or View	19
Removing a Device, Account, or Host from View	20
Updating and Saving a View	20
Duplicating a View	20
Deleting a View	20
Exporting a View to a File	21
Exporting a List to a File	21
Exporting Device Information to a File	21
Resizing the View Areas	21
Refresh	21
Folder Reports	22
Creating and Exporting a Folder Report	22
Searches	22
Searching	22
Advanced Searching	23
3 Device	24
Device Properties	24
Displaying Device Properties	24
Device Properties Reports	25
Creating a Device Properties Report	25
Viewing and Changing Device Properties Report Settings	25
Displaying Device Home Page	25
Administrator Login	26
Address Book	26
Adding Contacts	26
Adding Groups	27
Adding a Contact to a Group	27
Deleting Contacts and Groups	27
Editing Contacts and Groups	28
One Touch Keys	28
Adding One Touch Keys	28
Viewing and Editing One Touch Key Properties	29
Searching One Touch Keys	29
Copying Contacts and Groups	29
Exporting an Address Book List	30
Searching the Address Book	30
Device View Printer Installation	30
Installing Printer Drivers in Device View	30
Upgrading Printer Drivers in Device View	31
Uninstalling Printer Drivers in Device View	31
Device Users	32
Adding Device Users	32
Exporting a Device User List	33
Searching the Device User List	33
Setting a Simple Login Key	34
Searching the Simple Login Key List	34
Jobs	35
Showing Job Detail	35
Exporting the Job Log	35
Searching a Job List	35
Stored Jobs	36
Viewing Stored Jobs	36
Printing Stored Jobs	36
Printing a Stored Job List	36
Deleting Stored Jobs	37
Searching Stored Jobs	37
Document Box	37
Viewing and Editing a Document Box	37
Adding a Document Box	38
Exporting a Document Box List	39
Viewing Document Properties	39
Viewing a Document	40
Downloading a Document	40
Searching a Document Box	40
Moving Documents Between Document Boxes	41
Virtual Mailbox	41
Viewing Virtual Mailboxes	41
Deleting Virtual Mailboxes	41
Exporting a Virtual Mailbox List	42
Advanced Virtual Mailbox Options	42
Selecting Advanced Virtual Mailbox Options	42
Adding a New Virtual Mailbox	43
Editing a Virtual Mailbox	43
Device Applications	43
Installing an Application on Multiple Devices	44
Installing an Application on One Device	45
Activating an Installed Application on Multiple Devices	45
Activating an Installed Application on One Device	46
Deactivating an Installed Application on Multiple Devices	46
Deactivating an Installed Application on One Device	47
Uninstalling an Installed Application on Multiple Devices	47
Uninstalling an Installed Application on One Device	48
Searching Applications	48
Manage Certificates	48
Importing a Certificate	48
Deleting a Certificate	49
Assigning a Device Certificate to Protocols	50
Managing Certificates on One Device	50
Device Notification Settings	51
Setting a Device Notification	51
Advanced Menu	52
Device Multi-Set	53
Creating Device Settings in Quick Mode	53
Custom Mode	53
Creating Device Settings From a Device	54
Creating Device Settings From a File	55
Creating New Device Settings	56
Restart Devices	57
Restarting a Device or Network	57
Manage Optional Functions	58
Activating an Optional Function on Multiple Devices	58
Activating an Optional Function on One Device	59
Firmware Upgrade	59
Firmware Upgrade Risks	59
Upgrading the Firmware	60
Finishing Options	60
Authentication Settings	61
Setting User Authentication	61
Permitting Jobs with Unknown IDs	61
Enabling Local Authorization	62
Enabling Simple Login	62
Setting ID Card Login	62
Setting Network User Properties	63
Network Groups	64
Network Groups List	64
Adding or Editing a Network Group	64
Setting Group Authorization	65
Searching the Group List	65
TCP/IP Send Data	65
Sending TCP/IP Data	65
4 Account	67
Administrator Login	67
Adding Account Devices	67
Creating a New Account	67
Account Properties	68
Device Accounts	69
Account Devices	69
Viewing Accounts and Devices	69
Exporting Accounting Information to a File	69
Exporting Device Accounting Information to a File	70
Counter Reports	70
Automatic Counter Reset	70
Creating a Counter Report	71
Viewing and Changing Counter Report Settings	71
Manage Device	71
Managing an Accounting Device	71
Hiding or Showing Unmanaged Devices	71
Reset Counters	72
Resetting Job Accounting Counters	72
Accounting Notification Settings	72
Setting an Accounting Notification	72
Device Accounting Settings	72
Accessing Device Accounting Settings	73
Enabling or Disabling Job Accounting	73
Selecting Media Type Counters	73
Handling Errors	74
Setting Permit Processing and Copy Counter	74
Accounting Multi-Set	75
Creating Accounting Settings From a Device	75
Creating Account Settings From a File	76
Creating New Accounting Settings	77
Export	78
Exporting Account ID List	78
Exporting Counter Information	79
Exporting Accounting Information	79
Exporting Account Property Information	79
5 Host	81
Adding Queues	81
Common Settings Options	82
Conflicts Options	82
Editing a Queue Name	83
Host View Printer Installation	83
Allowing the Print Spooler to Access Client Connections	83
Allowing a Remote Administration Exception	83
Installing Printer Drivers in Host View	84
Upgrading Printer Drivers in Host View	84
Uninstalling Printer Drivers in Host View	85
Installing Additional Drivers	85
Viewing a List of Printer Drivers	86
Viewing a List of Print Queues	86
Selecting Host Login Settings	86
Selecting Domain Administrator Login Settings	87
Exporting Host Information to a File	87
Configuring Printer Settings	87
6 Communication Settings	89
Setting Device Communications	89
Network Interface Settings	89
TCP/IP Port	90
Secure Protocol Settings	90
Login Settings	90
Account Polling Settings	90
Device Polling Settings	91
7 Workspaces	92
Adding a New Workspace	92
Opening an Existing Workspace	92
Import and Export Workspaces	93
Importing a File to a New Workspace	93
Exporting a Workspace to a File	93
Viewing Recent Workspaces	93
8 Options	95
Editing E-mail Options	95
Editing Authentication Options	95
Editing Device Polling Options	96
Editing SNMP Trap Options	96
Editing Account Polling Options	97
Editing Log Management Options	98