Quick install: Windows

Step 4 - Configuration Wizard

After you install PaperCut MF, a web browser is displayed with the PaperCut MF Configuration Wizard Welcome screen.

1. Administrative password

   

   1. Complete the following fields:

   • Password—enter the master password for the main in-built admin account. This password is independent of the operating system or domain passwords. The password must be at least six characters. Keep this password secure.

     Tip:

     Treat this password the same as your router/modem management passwords. It is independent of your domain accounts and needs to be kept secure.

     If you forget your password, you can reset it. For more information, see Resetting the Admin Password.

   • Verify password—re-enter the password.
   • Location—select the system's physical location and language.
   2. Click Next.

2. Organization type

   The Organization type screen is displayed.

   

   This selection determines which system defaults are used on setup. For example, in a Professional (Client Billing) organization, where it is useful to charge-back printing to customers, an advanced client popup is provided with additional features useful for dealing with large numbers of client (shared) accounts. You can change these default settings chosen for an organization type after installation.

   1. Select your organization type.
   2. Click Next.

3. Default cost for printing

   The Default costs for printing screen is displayed.

   

   You can change this setting on a per-printer basis after installation. Choosing a sensible cost now helps minimize future setup. For example, in the USA, a value of $0.10 would be appropriate for many standard black & white printers.

   1. Complete the following fields:
   • Color (cost per page)—enter the default cost per page for color printing on all printers.
   • Grayscale (cost per page)—enter the default cost per page for grayscale printing on all printers.
   2. Click Next.

4. Initial user credit (Education organization type only)

   If you selected Education as the organization type, the Initial user credit screen is displayed.

   

   If you selected Small/Medium Enterprise (SME) or Corporate) or Professional (Client Billing) as the organization type, go to step 5.

   1. Complete the following fields:

      • Initial user credit—enter the amount of credit each/quota each user will receive when the system is first enabled. You can change these settings after setup.

      • Deny access when users run out of credit/quota—select this check box to prevent users from printing when they run out of credit/quota.

        Tip:

        If you are evaluating PaperCut MF it might be appropriate not to disable printing when a users funds run out. This way you can be assured that user printing is not disrupted during the evaluation.

   2. Click Next.

5. User/group synchronization

   The User/group synchronization screen is displayed.

   PaperCut MF extracts user information out of the system or domain.

   Tip:

   During evaluation, most sites import all users from the system/domain into PaperCut MF.

   

   1. In User source, select the source of user account data:

      • Windows Standard
      • Windows Active Directory
      • LDAPThe Lightweight Directory Access Protocol (LDAP) is a directory service protocol that runs on a layer above the TCP/IP stack. It provides a mechanism used to connect to, search, and modify Internet directories. The LDAP directory service is based on a client-server model.
      Note:

      In a domain environment, Active Directory is the default option as this offers access to Organization Units, Nested Groups, and other AD features.

   2. Select one of the following options:

      • Import all users—import all domain user accounts. This includes all system accounts as well as user accounts.
      • Import users from selected groups—import a subset of users from a given group. This is useful when only a subset of users will use the printers.
   3. Use the Test Settings to test and confirm your settings before continuing.

   4. Click Next.

      Important:

      PaperCut MF automatically tries to detect the available directory services, saving you hours of potential configuration time.

6. User Client options (Professional (Client Billing) organization type only)

   If you selected Professional (Client Billing), as the organization type, the User client options screen is displayed.

   

   If you selected Education or Small/Medium Enterprise (SME) or Corporate, go to step 7.

   The User client allows users to allocate print jobs to client (shared) accounts. The process works by:

   • Pausing all jobs that enter the print queues.

   • Displaying a popup on the user's workstation asking them to allocate the print job to an account. This is done by selecting the account from a list.

   • After the user has responded to the popup, the job is released to the printer.

   For more information about the account selection process and shared accounts, see Shared accounts.

   The account selection popup option is enabled at the user level. Once the option is enabled, the user must run the client software. If the client software is not running, the popup cannot display, and the job remains paused in the print queue. This option is considered high impact. You are presented with two strategies that allow you to choose the implementation approach that best suits your needs.

   1. Select the account implementation strategy:

      • Minimal impact (Initial single user testing)—the account popup is enabled only for a single user for testing purposes. You need to nominate the testing account; this can be an existing system/domain account used for testing purposes or your own user account. The username should be in the format used to log in to the domain/system (usually the short form).

        The minimal impact strategy allows you to test the popup with the nominated test system/domain user account, after which you can enable thepopup for other users as appropriate.

      • Immediate implementation (Enable for all users)—enables the account selection popup for all users. Once the client has been deployed, the system is operational. If this option is selected, install the client software on user desktops immediately to prevent disruption of user printing services.

        If in doubt, select the minimal impact strategy. This ensures the impact is isolated to only the nominated test account.

   2. Click Next.

7. Verify setup options

   The Verify setup options screen is displayed.

   

   1. Check the settings you have entered. If you want to change anything, you can return to any of the configuration screens to alter the options.

   2. Click Finish.

8. Setup complete

   After completing the configuration wizard you are presented with a user synchronization status screen, showing the progress and results of the setup.

   

   1. Close the Setup Complete screen.

Click Login to access the interface and begin familiarizing yourself with the options and features available. Take some time to explore, and refer back to the relevant sections of this manual as required.