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1. Software Shelf ® International, Inc. Print Manager Plus ® 2010. 2. Print Manager Plus 2010 Introduction. 3. Print Server Based Tracking . Server Based Support Includes: Server 2000, 2003 & Server 2008 X86 and X64 Implementations Fully Supported

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software shelf international inc

1

Software Shelf® International, Inc.
  • Print Manager Plus® 2010
print server based tracking

3

Print Server Based Tracking

Server Based Support Includes:

  • Server 2000, 2003 & Server 2008
  • X86 and X64 Implementations Fully Supported
  • Supports any Printing Processed by the Windows Spooler
  • Virtual Setups such as VMware ESX & MS Virtual Server
  • Fail Over Implementations such as Microsoft Cluster Services and AMT Software’s Doubletake
printing handled by print manager plus

4

Printing Handled by Print Manager Plus

Job Sources Supported

Job Destinations Supported

Network Printers via TCP & LPR

Network Shares using Local Ports

Large Format Printers

Locally Attached Devices (LPT, USB)

Print to File Tracking

Any other port provided it spools through the Windows

  • Windows Clients NT, 2000, XP, Vista, Window 7
  • Other Windows Servers
  • Linux/Unix Servers and Clients
  • Mac OS9 and Later
  • AS/400 and more
  • Any other client printing through the Windows Spooler
what print manager plus does

5

What Print Manager Plus Does
  • Tracks Printing from any client or source, that is spooled by Windows
  • Provides Summary and Detailed reporting on printing
  • Save on printing costs via Restrictions and Quotas
  • Integrates tracking with Microsoft Active Directory
  • Prompts for Job Authentication
  • Apply restrictions per Printer, User, Group or Organizational Unit
  • Keeps users informed about their printing usage
information per print job

6

Information per Print Job

Environment & Network Statistics

Job Statistics

Time Submitted

Server & Print Queue

Document Title

Job Size

Page Count (Adjusted for NUp)

Copy Count

Color vs. Monochrome

Duplex

Page Size and Length (for Plotters)

  • Active Directory Username
  • Active Directory Full Name
  • Active Directory Group or OU
  • Root Organizational Unit
  • Custom User Name
  • Client / Project Billed
  • Network Bandwidth
common print manager plus setup type

7

Common Print Manager Plus Setup Type

Print Manager Plus Setup Types

  • Single Stand Alone Print Server with a Local Database
  • Multiple Print Server’s Sharing a single MSSQL Database
  • Multiple Print Servers, each using it own local Database
  • Single or Multiple Print Servers, sharing a Central SQL Database with Workstation Connected Printer Agents
  • Print Server and Workstation Connected Printers / Direct IP Printing
single stand alone print server with a local database

8

Single Stand Alone Print Server with a Local Database

Legend

Flow of Print Job Pre-Tracking

Flow of Print Job Post-Tracking

Flow of Print Job Data

Flow of Print Job Settings

Windows Workstations

  • Mac/Linux Workstations
  • Print Server
  • Print Manager Plus
  • MS SQL 2005 Express
  • Printer Shares

Network Printing Devices

Mainframe

multiple print servers sharing a single mssql database

9

Multiple Print Servers sharing a single MSSQL Database

Legend

Flow of Print Job Pre-Tracking

Flow of Print Job Post-Tracking

Flow of Print Job Data

Flow of Print Job Settings

SQL Server

PrintManager Database

multiple print servers each using it own local database

10

Multiple Print Servers, each using it own local Database

Legend

Flow of Print Job Pre-Tracking

Flow of Print Job Post-Tracking

Flow of Print Job Data

Flow of Print Job Settings

multiple print servers sharing a central sql database with workstation connected printer agents

11

Multiple Print Servers, sharing a Central SQL Database with Workstation Connected Printer Agents

Legend

Flow of Print Job Pre-Tracking

Flow of Print Job Post-Tracking

Flow of Print Job Data

Flow of Print Job Settings

SQL Server

PrintManager Database

print server direct ip printing workstation agents sharing a central sql database

12

Print Server, Direct IP Printing & Workstation Agents sharing a Central SQL Database

Legend

Flow of Print Job Pre-Tracking

Flow of Print Job Post-Tracking

Flow of Print Job Data

Flow of Print Job Settings

SQL Server

PrintManager Database

main product overview

14

Main Product Overview
  • Print Manager Plus - Administrator
    • Graphical Interface to view the Users, Groups, Organizational Units and Printers being tracked.
    • Customization of Tracking Settings, Restrictions and Quotas which are stored in the database.
    • Provides Reporting using over 150 different Reports.
  • Print Manager Plus - Service
    • Passively monitors traffic through the Windows Spooler and logs and stores it within the database.
    • Reads Active Directory on an as needed basis and stores this information to the database.
    • Enforces Restrictions, Quotas and Authentication rules it finds in the database.
  • Print Manager Plus - Database
    • Stores Configuration, Job History and Restriction/Quota information.
    • Usually SQL 7.0/2000/2005/2008 Full or Express Version. Can be MS Access in small Standalone setups.
    • Connected to using ODBC and Windows Authentication by the Server and Administrator
print manager plus administrator

15

Print Manager Plus - Administrator
  • Key Features
  • Active Directory View:
    • Users View
    • Group View
    • Organizational Unit View
  • Printers:
    • Cost Settings
    • Restrictions
    • Grouping
  • Reporting
    • Summary & Detailed Reports
    • Graphical Reports
  • Management
    • eUpdate
    • Server Status
    • Advanced Configurations

Sample Print Manager Plus Administrator – PMPAdmin.exe

print manager plus service

16

Print Manager Plus - Service
  • Key Features
  • Passively Monitors the Spooler
    • Parses print jobs
    • Stores the information
  • Enforces Restrictions/Quotas
    • Checks for Quotas
    • Checks for Restrictions
    • Deletes, Pauses or Resumes
  • Saves Active Directory Information
    • Saves User Information to DB
    • Saves Group/OU Membership
  • Can Prompt for Authentication
    • Username & Password Challenges
    • Client / Project Selection

Print Manager Plus Service - Windows ServicePQService.exe & PQCore.exe

administrator service comparison

17

Administrator & Service Comparison

Print Manager Plus - Administrator

Print Manager Plus - Service

Looks up Active Directory Information as needed when Users print. Saves this to the database.

Works off set Configurations for Printers & Service

Read and enforces Restrictions/Quotas

Obtains appropriately set Authentication

Refers to database for configuration settings

Cannot update itself

Stores print history to the database for reporting

Must be running to track Printing

  • Views Active Directory View Settings, and saves settings on demand.
  • Sets Configuration for Printers and Print Servers
  • Sets Restrictions/Quotas
  • Sets Authentication Options
  • Saves configuration settings to database
  • Electronic Updates
  • Summary, Detailed and Graphical Reporting
  • Is not required for the tracking of Print Jobs
print manager plus database

18

Print Manager Plus - Database
  • Key Features
  • Stores Print History
    • Stores a detailed record for each Print Job
    • Includes record of restricted Jobs
  • Holds Active Directory Information
    • Stores AD Users and Information
    • Group/OU Membership
    • Custom Group Membership
  • Configuration Settings
    • Stores Printer and Server Settings
    • Stores Restrictions / Quotas
  • Administrative Information
    • MS SQL 7.0/2000/2005/2008
    • Uses Windows Authentication
    • Can be MS Access

Print Manager Plus Database – ODBC DatabasePrintManager.MDF & PrintManager_log.LDF OR PMPQuota.mdb

the process of a print job

20

The Process of a Print Job

Database

Legend

Flow of Print Job Pre-Tracking

Flow of Print Job Post-Tracking

Flow of Print Job Data

Flow of Print Job Settings

  • Printer
  • Workstation
  • Print Server
  • Print Manager Plus

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase i document spooling

21

Phase I: Document Spooling

Legend

Flow of Print Job Pre-Tracking

Flow of Print Job Post-Tracking

Flow of Print Job Data

Flow of Print Job Settings

Phase I:

Connection to Server Print Queue Established

Application Spools the Print Job

Print Manager Plus holds the job during spooling

Spooling Completes

  • Job Source
  • Print Server
  • Print Manager Plus

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase ii print job parsing and processing

22

Phase II: Print Job Parsing and Processing

Database

Legend

Flow of Print Job Pre-Tracking

Flow of Print Job Post-Tracking

Flow of Print Job Data

Flow of Print Job Settings

Phase II:

Job Metrics are Determined and Job Cost Calculated.

Check for and Obtain Authentication

Check Restrictions / Quotas

Job Logged to Database

Print Job Resumed (unless restricted)

  • Print Server
  • Print Manager Plus

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase iii release of the print job

23

Phase III: Release of the Print Job

Data Flow Legend

Print Job Pre-Tracking

Print Job Post-Tracking

Print Job Metrics

Print Job Configuration

Phase III:

Job Released Unaltered to the Printer

OR

Job is deleted or paused

(Due to restriction)

  • Print Server
  • Print Manager Plus
  • Printer

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase i technical notes

24

Phase I: Technical Notes

Print Manager Plus

Functionality

Monitors Queues for new print jobs and sets them in paused state during spooling.

No other interaction until spooling has finished.

  • Job Sources Supported
  • Windows Clients
    • Windows NT, 2000, XP, Vista and 7 Clients
    • Windows Servers forwarding Jobs (Local / LPR Ports)
  • Other Clients
    • Macintosh & Linux Workstations
    • Main frames, Unix, AS/400
    • Anything spooling via the Windows Spooler
    • Note: LPR Preferred for non-windows Clients

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase i technical notes continued

25

Phase I: Technical Notes (Continued…)

Print Manager Plus

Functionality

Monitors Queues for new print jobs and sets them in paused state during spooling.

No other interaction until spooling has finished.

  • Troubleshooting Spooling Phase
  • Unable to Connect or Print
    • Check Security within Windows Printers Folder
    • Check Server and other Routers/Firewalls:Printing Ports:445 TCP (Minimally)
      • 137 UDP, 138 UDP, 139 TCP (Recommended NetBIOS Ports)
      • 515 LPR Printing (Print Services for Unix)
    • Check / Restart Windows Spooler Service
    • Last resort Stop Print Manager Plus service or Exclude problematic printer and re-test. If this allows printing, then the job is restricted within Phase II

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase i technical notes continued26

26

Phase I: Technical Notes (Continued…)

Print Manager Plus

Functionality

Monitors Queues for new print jobs and sets them in paused state during spooling.

No other interaction until spooling has finished.

  • Troubleshooting Spooling Phase
  • Not Tracking
    • Check that Print Job Spooling through the Print Server. Example: Visually ensure the job enters the queue on the server (Pause the queue if necessary)
    • Ensure the Printer is not set to “Print Directly to Printer”. This is a windows setting within each print queue.
    • Check that the Print Manager Plus Service is running
    • Ensure the job is successfully printing. If not then it may be restricted. See Troubleshooting Phase II.

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase ii technical notes

27

Phase II: Technical Notes

Print Manager Plus

Functionality

Job Metrics are Determined and Job Cost Calculated.

Checks for Authentication

Restrictions / Quotas

Job Logged to Database

  • Job Processing Phase
  • Job Parsing Occurs
    • The print job is pared for detailed print job metrics such as Pages, Copies, Duplex, Color and Page Size
    • User Name and Source Workstation also determined
    • Over 40 Printer Languages Supported for Parsing allowing proper tracking for virtually any Print Job.
    • No Print Job Alterations are Made
    • Print Job is held during Parsing

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase ii technical notes continued

28

Phase II: Technical Notes (Continued…)

Print Manager Plus

Functionality

Job Metrics are Determined and Job Cost Calculated.

Checks for Authentication

Restrictions / Quotas

Job Logged to Database

  • Job Processing Phase
  • Full Job Information Logged
    • Settings read from Database to determine final Job Cost
    • User, Group and OU Information retrieved from Database or Active Directory as necessary.
    • Print Job is logged with full Metrics, Job Cost and User Information

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase ii technical notes continued29

29

Phase II: Technical Notes (Continued…)

Print Manager Plus

Functionality

Job Metrics are Determined and Job Cost Calculated.

Checks for Authentication

Restrictions / Quotas

Job Logged to Database

  • Job Processing Phase
  • Authentication Performed (Optional)
    • Printer Settings checked from the database for enabled Billing or Authentication Options
    • End User can be challenged for Custom or Active Directory Username and Password.
    • End User can be prompted for Client / Project to bill to
    • Database updated with updated User, or Client/Project Data
    • Job is held while Authentication is Pending

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase ii technical notes continued30

30

Phase II: Technical Notes (Continued…)

Print Manager Plus

Functionality

Job Metrics are Determined and Job Cost Calculated.

Checks for Authentication

Restrictions / Quotas

Job Logged to Database

  • Job Processing Phase
  • Restrictions / Quotas Enforces
    • Printer and User checked for Restrictions and Quotas.
    • Job metrics and cost are compared to enabled restrictions and quota
    • If a restriction is met the job is Paused or Deleted
    • Balance is deducted appropriately, or job is restricted if insufficient balance exists.
    • Job is held while settings are checked.

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase ii technical notes continued31

31

Phase II: Technical Notes (Continued…)

Print Manager Plus

Functionality

Job Metrics are Determined and Job Cost Calculated.

Checks for Authentication

Restrictions / Quotas

Job Logged to Database

  • Troubleshooting Processing Phase
  • Print Job Not Printing
    • Check if the job being restricted via Denied Print Job Reports or by checking the JobLog table for records where PMPJobState 2 or 3.
    • Check Printer, User, Group and OU for restrictions that may apply to that job or for sufficient user balance. Installing the EUIT to received job restriction notification will assist.
    • Check Configure Print Manager Actions for Authentication Security and/or Print Security. (See User Guide)
    • Finally, stop Print Manager Plus service or exclude printer. Issue may be a spooler, application or driver issue.

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase ii technical notes continued32

32

Phase II: Technical Notes (Continued…)

Print Manager Plus

Functionality

Job Metrics are Determined and Job Cost Calculated.

Checks for Authentication

Restrictions / Quotas

Job Logged to Database

  • Troubleshooting Processing Phase
  • Print Job Not Tracking
    • Ensure Print job is successfully printing, if not check for restrictions and other reasons it is not printing.
    • Check that job is spooling locally on the server running Print Manager Plus.
    • Ensure the Printer is not set to “Print Directly to Printer”. This is a windows setting within each print queue.
    • Check JobLog manually for print jobs. Check PMPJobState field for status.

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase iii technical notes

33

Phase III: Technical Notes

Print Manager Plus

Functionality

Resumes, Deletes, or Leaves the job paused depending on settings.

Send end user notifications if the job was Deleted or Paused due to restriction or quota.

  • Printing Phase
  • Print Job Resumed
    • The print job resumed for printing in most cases.
    • If held for restriction, end user popup is sent. Users will need the End User Inquiry Tool or the Authentication Module to receive these pop ups.
    • Job is sent to the printer unchanged in the same manner if there were no tracking installed.

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

phase iii technical notes continued

34

Phase III: Technical Notes (continued…)

Print Manager Plus

Functionality

Resumes, Deletes, or Leaves the job paused depending on settings.

Send end user notifications if the job was Deleted or Paused due to restriction or quota.

  • Troubleshooting Final Printing
  • Print Job Does not Print
    • Double check that no restriction was applied.
    • Check the print queue for the job. If found paused and does not auto-resume quickly ensure no restrictions are set to pause the job. Ensure database is available, Print Manager Plus may hold jobs for several minutes while attempting to contact the database.
    • If print job is found in the queue stuck at a status of Printingthen Print Manager Plus has completed its tracking process and the printer should be checked for errors.

Phase I:

Print Job is spooled to the server by Application and Driver

Phase II:

Print job is tracked and checked for Restrictions/Quota and Authentication

Phase III:Job is sent on to the Printer

main product install overview

36

Main Product Install Overview

Pre-Requisites

Mdac 2.7 or later for SQL Database

Jet Database Engine 4.0 and Later for MS Access

.Net Framework 2.0 for local SQL Express Option

Silent Install Run by Configuring setup.ini

Database Option Configured within setup.ini

Service Logon User Specified

License Key specified

  • Main Installer:
    • Main installer is within the PMP8.0.133.87_FULL.zip(install launched by: setup.exe)
    • The launching user requires local Administrative rights on the Print Server.
    • The launching user also requires rights to connect to and verify the Print Manager Plus database, or to create it.
  • Database Options:
    • Existing MSSQL 7.0/2000/20005/2008 Instance
    • Create a local SQL Express 2005 Instance
    • Local Microsoft Access DB
main product install process

37

Main Product Install Process

Configure Database Option

MS Access: Small single server setups

Local MSSQL Express: Creates a local MS SQL 2005 Express instance and database for small to midsize environments.

Create DB on an Existing Database Server: Common for larger setups choosing a central SQL Database. Creates a Print Manager database on an existing local or remote database

Connect to an Existing Database:Connects to a central or local database that has already been created. Common for installing additional servers in a multi-Print Server environment.

Finalize Installation:

Choosing Install will Complete the install. A reboot is required before full tracking will occur.

  • Enter License Key:
    • Provide the valid Print Manager Plus License
  • Accept the License Agreement
    • Review and accept the license agreement to install
  • Select the Install Type
    • Full Setup: For a print server where both the Service and the Administrator are needed.
    • Admin Only: For installing just the admin console and for not tracking any printers on that machine.
  • Choose Install Location:
    • Default install location:C:\Program Files\Software Shelf International
main product introduction license key

38

Main Product – Introduction & License Key

Welcome Screen:

Product License Key:

main product agreement install location

39

Main Product – Agreement & Install Location

Product License Agreement:

Install Location

main product install type

40

Main Product – Install Type

Install Type Selection

Full Setup:

  • Performs a full install of the Print Manager Plus Administrator & Service.
  • Provides Options for creating a database or connecting to one.
  • Administrator Only:
  • Performs an install of the Print Manager Administrator. Typical for Administrative Workstations
  • Only allows connection to an existing Database.
main product database selection

41

Main Product – Database Selection

Database Selection

  • Local MS SQL Express
  • This is the default install and creates a local MS SQL 2005 Express Instance named PMP

Access Database

  • Creates a local access database for small stand alone installs.
  • Create on Existing Server
  • Creates a Print Manager Plus database on an existing SQL Instance
  • Connect to Database
  • Connects to an existing local or remote Access or SQL Database
main product service account

42

Main Product – Service Account

Connecting to a SQL Database – Service Account

Local System Account

  • Used only if Database is or will reside locally on the same server.
  • This Account:
  • Used for connecting to, or create a database on an remote SQL Server.
  • User entered needs to be a Local Administrator of the Print Server, and have DB_DataReader & DB_DataWriter permissions to the database.
main product sql server instance

43

Main Product – SQL Server Instance

Connecting to a SQL Database – SQL Selection

SQL Server Instance

  • Type the name of the SQL that is hosting, or will host the Print Manager Plus database.
  • User running the install will need permissions to connect to this database (Not the Service Logon from previous step)
  • Do not precede server name with backslashes (\\)
  • Include backslash Instance name following SQL Server name if an instance other than default is being used. (example: Server\Instance)
main product finalizing the install

44

Main Product – Finalizing the Install

Install After Database Configuration

Restart to ensure proper tracking

print manager plus administrator introduction

46

Print Manager Plus Administrator Introduction

Client Billing

List of Clients, Projects or Departments available to bill jobs to.

Printers

List if Printers being Tracked

Printer Cost Settings

Printer Restrictions

Print Servers

List of Print Servers and Workstation Agents that are connected to this database.

Reports

Detailed, Summary and Graphical Reports

Additional Configuration

Various Menus for additional Configuration

  • Users Tab
    • Shows Users pulled from AD
    • Shows Users within the Local Database
    • Combines Database Settings to create a complete view of Users.
  • Groups Tab
    • Shows the Security Groups from Active Directory
    • Shows settings placed on Groups.
    • Displays any Custom Groups
    • Displays the Default User Settings
  • Organizational Units Tab
    • Shows Organizational Units from Active Directory
    • Shows settings placed on Organizational Units
pmp administrator users tab

47

PMP Administrator – Users Tab

Users

  • Lists AD Users
  • Lists DB User
  • Can be filtered
  • Searchable
  • Set Restrictions
  • Set Quota
  • Create Custom Users
pmp administrator user group defaults tab

48

PMP Administrator – User Group Defaults Tab

User Group Defaults

  • Lists AD Groups
  • Lists Custom Groups
  • Shows Group Defaults
  • Searchable
  • Set Restrictions per Group
  • Set Quota per Group
  • Default User Settings
pmp administrator organizational units tab

49

PMP Administrator – Organizational Units Tab

Organizational Units

  • Lists AD Organizational Units
  • Shows OU Defaults
  • Searchable
  • Set Restrictions per OU
  • Set Quota per OU
pmp administrator client billing tab

50

PMP Administrator – Client Billing Tab

Client Billing

  • List Clients, Projects or Departments for Billing
  • Import Accounts
  • Searchable
pmp administrator printers tab

51

PMP Administrator – Printers Tab

Printers

  • Lists Printers being Tracked
  • Printer Cost Settings
  • Printer Restrictions
  • Printer Group Settings
  • Authentication Settings
  • Searchable
pmp administrator printer servers tab

52

PMP Administrator – Printer Servers Tab

Printer Servers

  • Servers being Tracked by PMP
  • Workstations running the WKS Agent
  • Per Server License Information
  • Current Service Status
pmp administrator reports tab

53

PMP Administrator – Reports Tab

Reports

  • Detailed. Summary & Graphical Reports
  • AD Reports: User, Group, OU Reports
  • Server, Workstation, Printer Reports
  • Client/Project Reports
  • Bandwidth Reports
  • Administrative Reports
  • Savings Reports
  • Export Options
user view filter over view default view combined

55

User View Filter Over View – Default View (Combined)

Legend

Reading Users AD

Reading Groups / OUs from AD

Saving Users Settings to the DB

Retrieving User Settings

Database

  • Active Directory

Print Manager Plus

Users Tab Combined View

pmp administrator view filter

56

PMP Administrator –View Filter

View Filter

  • Filter by AD Group
  • Filter by Organizational Group
  • Filter by Domain
  • Add Trusted Domains
  • Filter Printers by Server
  • Choose Whether user are pulled from AD & the Database or solely from the Local Database
user view filter over view all domain user s off

Show all Domain Users Off

Pulls Users only From SQL Database that have printed or been saved.

Still pulls Groups and OUs for applying settings.

57

User View Filter Over View – All Domain User’s Off

Legend

Reading Users AD

Reading Groups / OUs from AD

Saving Users Settings to the DB

Retrieving User Settings

Database

  • Active Directory

Print Manager Plus

Users Tab Combined View

pmp administrator traverse nested groups

58

PMP Administrator – Traverse Nested Groups

Traverse Nested Groups / OUs ON

  • Pulls the OUs and Groups users are directly a member of.
  • Pulls the OUs and Groups users are indirectly a member of.
  • Takes high level groups into account when applying quotas and restrictions
  • Traverse Nested Groups / OUs OFF
  • Pulls Only the OUs and Groups users are directly a member of.
database overview

60

Database Overview

What is Stored in the database?

Printer Settings

Printer Cost Settings

Printer and User Restrictions

Printer Group Membership

Authentication Requirements

Configuration Settings

Database Version Information

Print Manager Actions (what occurs when a restriction is met)

Licensing Information

Admin Rights Settings

Other settings

  • Print History
    • Stores a detailed record for each Print Job
    • Includes record of restricted Jobs
  • Active Directory / Network Users
    • Users that have printed through the spooler since installing Print Manager Plus (default settings)
    • Username, Full Name, Root OU and Group Membership Data
    • User Quotas and Restrictions
    • Active Directory Groups and OUs that have been enabled from the Administrator.
    • Custom Groups that have been created.
    • Custom Active Directory Field data
key tables and their contents

62

Key Tables and their Contents
  • Record of every print job processed.
  • Job Metrics of every Print Job.
  • UserName and Applied Group
  • Job Cost Applied
  • Every User that printed through the server (typical)
  • Group Membership
  • User’s Restrictions
  • User’s Quota
  • Full Name
  • Custom AD Field
  • Each group / OU that has a configured account in PMP.
  • Nested Group Membership
  • Default User Settings
  • Group/OU Restriction and Quota Defaults
  • Custom Groups
  • Each Printer being monitored by PMP
  • Cost Settings
  • Printer Restrictions
  • Printer Group Membership
  • Authentication Options

JobLog

UserQuotas

GroupQuotas

Printers

connecting to the database

63

Connecting to the Database

PMP AdministratorPMPAdmin.exe

Third Party / Custom Applications

InstallersSetup.exe

  • Connects via ODBC using the SystemDSN “PrintManagerPlus”
  • Used Windows Authentication for the launching User (Not the service logon).
  • Requires DB_DataReader & DB_Datawriter
  • eUpdate Requires DB_Owner
  • Connects via ODBC using the SystemDSN “PrintManagerPlus”
  • Used Windows Authentication via the Service Log on as Account.
  • Requires DB_DataReader & DB_Datawriter
  • Created the ODBC Connection within SystemDSN “PrintManagerPlus”
  • Used Windows Authentication of the launching user to connect, create or verify the database
  • Requires DB_Owner if Updating
  • May use ODBC, or other technologies such as ADO.net.
  • Custom Apps may use Windows or SQL Authentication.
  • May add columns, but not recommended.
  • Can add custom tables

PMP ServicePQService.exe & PQCore.exe

print manager plus agents and options

65

Print Manager Plus – Agents and Options

Authentication Module & End User Inquiry ToolCheckPages.exe

Remote AdministratorPMPAdmin.exe

Report ViewerReportViewer.exe

Workstation Connected Printer AgentPQService .exe & PQCore.exe

  • Can display user balance information (EUIT Only)
  • Informs end users of restricted printed.
  • Prompts for authentication.
  • Communicates with Print Manager Plus service to obtain information using ports 445 or 48100/48101
  • Tracks printing on locally installed printers.
  • Is a service only install of Print Manager Plus.
  • Relies on Windows Authentication and works directly with the database.
  • Requires DB_DataReader & DB_Datawriter rights.
  • Provides the Admin console portion of Print Manager Plus for remote administration.
  • Relies on Windows Authentication of the launching user to connect to the database.
  • Allows all of the same controls as the Administrator on the Print Server.
  • Provides remote reporting features only.
  • Relies on Windows Authentication of the launching user to connect to the database
  • Requires DB_DataReader permissions.
print manager plus euit authentication module

66

Print Manager Plus – EUIT / Authentication Module

Standard Install Options:

Silent Install Options

Supports standard MSI Silent Commands /qn /i

Silent Install Example:msiexec /i \\server\share\pmp_euit.msi /qn

Supports standard MSI Uninstall /x command

Silent Uninstall Example:msiexec /x \\server\share\pmp_euit.msi /qn

Supports Group Policy department and is compatible with most Third Party Push Install programs.

  • Installed using PMP_EUIT.MSI or PMP_AuthenticationModule.MSI
  • Requires Local Administrative Rights to Properly Install
  • Requires no connection to the Print Manager Plus Database
  • Listed in Add/Remove Programs as: Print Manager Plus - Client
authentication module vs end user inquiry tool

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Authentication Module vs. End User Inquiry Tool

End User Inquiry ToolPMP_EUIT.MSI

Authentication ModulePMP_AuthenticationModule.MSI

Provides End User Pop ups of Restricted Print Jobs

Available in 7 Languages

Displays end user current balance

Prompts for Authentication when Enabled

Virtually the same as EUIT, but no auto display of balance.

  • Provides End User Pop ups of Restricted Print Jobs
  • Available in 7 Languages
  • Displays end user current balance
  • Prompts for Authentication when Enabled
  • Dword attribute EUIT allows module to provide EUIT Function.
authentication module euit restriction examples

68

Authentication Module / EUIT Restriction Examples

Print Job Restricted - Lack of Balance

Print Job Restricted – Copies Restriction

authentication module euit verification examples

69

Authentication Module / EUIT Verification Examples

Verification with Balance

Verification without Balance

authentication module euit authentication examples

70

Authentication Module / EUIT Authentication Examples

Username & Password Authentication

Client / Project Selection

end user inquiry tool functionality

71

End User Inquiry Tool - Functionality

Task Tray - Sample

EUIT Registry Settings

EUIT Dword: 1 or 0 for EUIT Function On or Off

Server String: Hard codes print server to retrieve balance from. (Optional)

HKEY_LOCAL_MACHINE\SOFTWARE\Software Shelf International Inc\Print Manager Plus - Client

euit authentication module troubleshooting

72

EUIT / Authentication Module Troubleshooting

Task Tray - Sample

EUIT Registry Settings

EUIT Dword: 1 or 0 for EUIT Function On or Off

Server String: Hard codes print server to retrieve balance from. (Optional)

HKEY_LOCAL_MACHINE\SOFTWARE\Software Shelf International Inc\Print Manager Plus - Client

euit authentication module troubleshooting73

73

EUIT / Authentication Module Troubleshooting

Balance Feature

Broadcasts to find the Print Server, or uses registry key to explicitly connect.

Retrieves balance information for the current user logged in.

  • Troubleshooting EUIT Balance
  • “Contacting Server…” Message: If the module is stuck attempting to Contact the server, then it cannot broadcast for it. Ensure Print Manager Plus Service is running Hard Code Server Name in Registry Allow NetBIOS Broadcast
  • No Balance information bubble or balance information is blank or NULL.Ensure Print Manager Plus Service is running Allow TCP Ports 48100 & 48101 between Server and Workstation Allow NetBIOS Broadcast
  • EUIT Shows user balance as “Unknown User”The user is not saved to the PMP Database. Printing for the fist time will save them to the database (under typical settings)
euit authentication module troubleshooting74

74

EUIT / Authentication Module Troubleshooting

Restriction Popup

During Restriction server uses source IP / Hostname of the job.

Sends a Pop up using TCP to the end user machine.

  • Troubleshooting Restriction Pop Ups
  • Ensure the Job was actually Restricted. If Not then:Ensure job meets the correct restriction criteria Check that the user or printing has the proper restriction that should have been applied
  • Check Workstation Local Firewall, and Network Firewalls: Allow TCP Ports 48100 & 48101 from Server to Workstation
  • Ensure CheckPage.exe is RunningWithin Processes ensure that CheckPages.exe is running on the workstation.
euit authentication module troubleshooting75

75

EUIT / Authentication Module Troubleshooting

Authentication Popup

PMP Service checks for Verification and/or Authentication.

Sends out appropriate Authentication or Verification Request to source workstation.

Holds job while user provides Verification or Authentication

  • Troubleshooting Verification / Authentication
  • Ensure the printer has Verification / Authentication Enabled.Check within the properties of the Printer within the Print Manager Plus Administrator.
  • Check Workstation Local Firewall, and Network Firewalls: Allow TCP Ports 48100 & 48101 from Server to Workstation
  • If Pop up is received, but job never resumes. Allow TCP Ports 48100 & 48101 from Workstation to Server
  • The wrong end user machine receives the Authentication RequestCheck Local DNS Server for registration issues
workstation connected printer agent

76

Workstation Connected Printer Agent

Admin Install Notes:

Silent Install Notes

Silent install can be configured by editing the setup.ini in the main install, or using our MSI Installation.

When launching silent install, launching user only needs to be an Admin of the local workstation.

Service Logon specified must be a Local Admin of the workstation, have read and write access to the PMP Database and also have the Logon As a Service right.

  • Installer is basically a Service Only install of Print Manager Plus.
  • Installer launching user must be an Admin of the workstation, and have read and write access to verify the database.
  • Service logon account specified must be an Admin of the workstation, and have read and write access to the SQL Database.
  • Workstation connected key used during install (Server can be used for service only server install).
wks connected printer agent module troubleshooting

77

WKS Connected Printer Agent Module Troubleshooting

WKS Agent

Upon service started connects to the database.

Detects the local printers installed.

Adds those local printers to the Print Manager Plus database

  • Troubleshooting Workstation Printers Not Listed
  • Ensure the Print Manager Plus Service on the workstation is started.
  • Check that ODBC SystemDSN named “PrintManagerPlus”exists and is pointing at the correct SQL Database Server and Instance.
  • Verify that the Service Logon in the properties of the Print Manager Plus service is a local Admin of the Workstation and has DB_DataReader and DB_DataReader permissions to the SQL Database.
wks connected printer agent excess printers

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WKS Connected Printer Agent – Excess Printers
  • WKS Agent
  • Will detect all print queues, including fax devices and Document Writers (such as PDF, Document Image Writers)
  • Workstation Agent – Remove Excess Printers
  • Option 1: They can be excluded from the Print Manager Plus Administrator under the Printer’s tab. They will continue to appear, but will remain disabled from tracking.
  • Option 2: Exclude the excess queues completely using PQExclude.txt. This is a standard text file that can be placed in the System32 (or SysWow64) on the workstation and contains printers to be excluded one per line. A large number of default entries are already included.
remote administration console

79

Remote Administration Console

Admin Notes:

Installing & Launching user must have read and write permissions to the Print Manager Plus database.

Use Admin Rights Security to restrict user access by Group, OU and Print Server

Must be eUpdate separated of the main server.

Unlimited installs allows.

  • Uses the same installer as the main product by selecting Administrator Only Install.
  • Can be silently installed by configuring setup.ini file.
  • Provides same functionality as the Admin console on the Print server.
  • Supported on Windows 2000, XP, Vista & 7 Workstations.
remote report viewer

80

Remote Report Viewer

Remote Report Viewer Notes:

Prompts for database location upon first launch

Uses PrintManagerPlus ODBC connection within SystemDSN.

Requires DB_Reader permissions on the Print Manager Database

Unlimited installs allows.

  • Uses its own Installer
  • Can be silently installed using standard MSI Commands
  • Provides same reports as the Print Manager Plus Administrator.
  • Supported on Windows 2000, XP, Vista & 7 Workstations.
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