Quick Start Guide - Phase I - Installation

This quick start guide covers the initial installation and configuration of PaperCut NG in your network environment. Initial installation takes only a few minutes on a currently configured server. This guide will walk you through installation and configuration step-by-step over two phases. The process is summarized below:

  1. System requirements check

  2. Downloading and installing PaperCut NG

  3. Completing the configuration wizard

  4. Testing client software

  5. Testing printing and remote access

PaperCut NG is a cross-platform solution and the installation procedure will vary depending on the target operating system. Please jump to the appropriate section below:

For additional information on setting up the optional Internet Control module see Chapter 13, Net Control in Detail.

Installation on Windows

Important

This guide assumes that you are using Windows Server 2003. The process is similar for other Windows operating systems. Separate documentation exists for Linux (see the section called “Installation on Linux”) and Mac (see the section called “Installation on Apple Mac”).

If you're upgrading from a previous PaperCut NG version, please refer to the directions outlined in Appendix F, Upgrading From a Previous Version.

Step 1 - System Requirements

Before installing PaperCut NG for either evaluation or production use, the system administrator should take a few minutes to verify system requirements.

Is the operating system version supported and patches up-to-date? Take a few minutes to verify the system is current and supported (see the section called “System Requirements”).

In workgroup environments (i.e. where no domain is present), some additional configuration may be required. For more details see Chapter 21, Running in a Workgroup Environment.

Are printer(s) installed and hosted on this system? PaperCut NG needs to be installed on the system directly hosting the printer(s). The printer should be installed as a "Local Printer" with a connection method such as TCP/IP Port, LPR, or JetDirect or directly connected to the system via USB or LPT Port.

In a multi-user environment, printers are often shared with other network users. Other workstations should connect to these printers as "Network Printers". Ensure workstations are configured to print to the shared print queues. For example a Windows workstation may connect to a printer via a path like: \\[samba_server]\[printer].

Ensure that printers are configured correctly and work before installing PaperCut NG.

Network printer configuration

Figure 1.5. Network printer configuration

Important

If you are running the PaperCut NG server or clients on Windows XP (Professional or Home edition), please see Appendix B, Troubleshooting & Technical FAQ's.

Step 2 - Print queue configuration

When using release stations or account selection popups it is recommended to secure the print queue so that users do not have permission to pause/resume documents in the queue. This allows PaperCut NG to have full control of documents without interference from users. To do this:

  1. Log onto the server hosting the printers as an Administrator.

  2. Open the printer configuration screen: StartPrinters

  3. Right-click a printer and select Properties.

  4. Select the Security tab.

  5. Select the CREATOR OWNER user and uncheck the Manage Documents permission. See Figure 1.6, “Configuring Windows print queue permissions”

  6. Press the OK button.

  7. Perform these steps for each of the monitored printers.

Configuring Windows print queue permissions

Figure 1.6. Configuring Windows print queue permissions

Step 3 - Download and install

PaperCut NG is supplied as a standard Windows setup.exe install program. The latest version may be downloaded from http://www.papercut.com/. After the download is complete, run the setup wizard as an administrator level user. A system restart is usually not required but administrators are advised to perform installation on live production systems during periods of low activity - for example, not during backup operations or other administration activities.

Setup wizard

Figure 1.7. Setup wizard

Select the "standard install" option and install PaperCut NG onto a hard drive with adequate free disk space. The default options will suffice for most systems. After the installation is complete, a web browser will open to complete final configuration. Please proceed to Phase II (the section called “Quick Start Guide - Phase II - Configuration and Testing”).

Installation on Apple Mac

Important

This guide assumes that you are installing on a Mac OS X 10.4 (either server or workstation) hosting and sharing printers. If you're upgrading from a previous PaperCut NG version, please refer to the directions outlined in Appendix F, Upgrading From a Previous Version.

The following section assumes the reader has knowledge of general Mac OS X server management. Although the installation process is graphical, it would be an advantage to have knowledge of the command-line, creating users, editing configuration files and an understanding file permissions.

Step 1 - System Requirements

Before proceeding with the installation the system administrator should take a few moments to verify system requirements. Is the operating system version supported and are patches up-to-date? Take a few minutes to verify the system is current and supported (see the section called “System Requirements”). A system prerequisite is Java version 5.0 or higher. If Java 5 is not already installed, the installer is available from the Apple website at: http://www.apple.com/support/downloads/java2se50release3.html.

Step 2 - Print Queue Setup

Administrators should ensure that the print queues are set up and working as expected before attempting to install PaperCut NG.

In network environment printers shared over the network in a way to allow multi-user access. Mac servers share print queues using the Internet Printing Protocol (IPP) - a service provided by CUPS. It is important that workstations/clients print to the server's shared print queues rather than directly to physical printer itself. The general procedure is to first setup and establish the printer on the nominated system (the print server which will run PaperCut NG), share the printers, then add the printers on each workstation. The standard procedure can be summarize as follows:

  1. Install the printers on the server using the manufacturer's suggested procedure. For convenience, give the printer a simple name without spaces. Network printers connected via JetDirect (Socket) or LPD are recommended. Some printers have built-in AppleShare support. We recommend disabling this if possible and using JetDirect (Socket). Test local printing directly from the server to confirm the printer is configured correctly - e.g. print a website from Safari.

  2. Ensure printer sharing (the Print Server) is enabled on the server/host. System administrators running firewalls should also confirm that port 631 (the standard CUPS port) is accessible from the local network. On Mac OS X Server, each print will also need IPP sharing enabled.

  3. Add the printer(s) on the workstation(s) using the Printer Setup Utility. Select IP Printer and the Internet Printing Protocol - IPP option. Enter your server name (or the server' IP Address) in the Address field and the printer name prefixed with printers/ in the Queue field. The name of the printer will be the same as configured in step 1. For example: printers/my_office_printer.

    Adding an IPP printer on an Apple Mac Workstation

    Figure 1.8. Adding an IPP printer on an Apple Mac Workstation

  4. Take some time to print from the workstation and confirm that printing succeeds. You should see the job appear in the server's print queue before the job appears at the printer.

If the printers are currently not installed and configured, this task should be performed and verified before proceeding further.

Step 3 - Creating the host user account (optional)

PaperCut NG runs under a non-privileged user account called "papercut". This invisible system account is created automatically upon first install. Advanced system administrators may however have a preference to create this account manually. If you fall into this category, create the papercut account now prior to installation.

Step 4 - Download and install

PaperCut NG is supplied as a standard disk image containing the installer. Log on as an admin level account. Download and double-click Mac installer. Double-click on the installer package named PaperCut NG Standard Installation.pkg. Follow the directions on the screen. The installation process will take between two and five minutes depending on the speed of the system. A system restart is usually not required but administrators are advised to perform installation on live production systems during periods of low activity - for example, not during backup operations or other administration activities.

The default install location is /Applications/PaperCut NG

Important

Make sure you're installing the correct package. The similarly named PaperCut NG Secondary Server Installation.pkg only installs part of the application and is designed for more advanced networks.

The Mac installer

Figure 1.9. The Mac installer

After the installation is complete, a web browser will open to complete final configuration. Please proceed to Phase II (the section called “Quick Start Guide - Phase II - Configuration and Testing”).

Installation on Linux

Important

The following section assumes the reader has knowledge of general Unix/Linux system management including using the command-line, creating users, editing configuration files and understanding file permissions.

Step 1 - System Requirements

Before proceeding with the installation the system administrator should take a few moments to verify system requirements. Is the operating system version supported and are patches up-to-date? Take a few minutes to verify the system is current and supported (see the section called “System Requirements”).

Are printer(s) installed and hosted on this system and are they exposed to the network either via CUPS or Samba? Administrators should ensure that the print queues are set up and working as expected before attempting to install PaperCut NG.

In a multi-user environment, printers are often shared with other network users. Other workstations should connect to these printers as "Network Printers". Ensure workstations are configured to print to the shared print queues. For example a Windows workstation may connect to a samba exposed printer via \\[samba_server]\[printer]. Other Linux or Mac workstations will use IPP via CUPS.

If the printers are currently not installed and configured, this task should be performed and verified before proceeding further.

Step 2 - Creating the host user account

PaperCut NG runs and installs under a non-privileged user account called "papercut". The installation location for the application is the papercut user's home directory. Create a user account on this system called papercut. This is usually done by logging in as root and at the command prompt entering:

        shell> useradd -d /home/papercut papercut
                    

The syntax for useradd and groupadd may differ slightly on different versions of Linux. They may also be called adduser and addgroup.

The user's home directory (the -d option) denotes the install location. /home/papercut is the recommended location. Administrators may however also consider alternate install locations depending on personal preference. Alternates including:

  • /usr/local/papercut

  • /opt/papercut

Important

This quick start guide assumes the install location is /home/papercut. If an alternate home location is defined, some of the paths listed in subsequent sections will require modification.

Step 3 - Download and installing

PaperCut NG is supplied as a self-extracting and self-installing archive. The installation is done under the rights of the newly created papercut and temporary root access will be required. Please have the root password handy. (Administrators who are after a detailed explination of the install process should also consult the background information in Chapter 18, PaperCut NG on Linux).

Log on as the newly created papercut user and download and execute the installer:

        shell> su - papercut
        shell> wget [download url from PaperCut Software website]
        shell> sh ./pcng-setup-linux-i686.sh
                    

Follow the installation instructions and enter the root password when requested.

Important

Ensure you login as the user papercut so that the user's environment is sourced so the home directory (install location) is correctly defined.

The Linux install process

Figure 1.10. The Linux install process

The installation process will take between two and five minutes depending on the speed of the system. A system restart is usually not required but administrators are advised to perform installation on live production systems during periods of low activity - for example, not during backup operations or other administration activities.

After the installation is complete, you will need open a web browser to complete final configuration. Please proceed to Phase II (the section called “Quick Start Guide - Phase II - Configuration and Testing”).