Page 1 Document Distributor 4.6.02 Administrator's Guide October 2011 www.lexmark.com...
Page 2: Table Of Contents
Lexmark Document Distributor overview.............8 Understanding the stages of a job......................8 Document capture ..............................8 Document processing ............................8 Document routing...............................8 Confirmation............................... 9 Understanding the Lexmark Document Distributor system..............9 System components ............................9 Reliability, scalability, and disaster recovery ....................10 Workflow solutions............................11 Client software..............................12 Lexmark Management Console ........................12 Security overview............................12...
Page 3 Adding servers to the system after initial installation ..................59 Changing the IP address on a configuration 1 system ..................59 Rebooting the LDD system..........................60 Restarting the Lexmark Solutions Application Server..................61 Uninstalling LDD components...........................62 Updating the Advanced Prompting Bundle ......................63 Managing system performance.......................63 Accessing the System Health dashboard ......................63...
Page 4 Contents Configuring chunk size for device discovery and policy updates..............66 Configuring communications........................66 Configuring connection to an SMTP server ......................66 Configuring NPA device communication ......................67 Configuring SNMP for discovering printers ......................67 Configuring device security..........................67 Managing licenses...........................68 Finding the host ID............................68 Viewing or downloading existing licenses ......................68 Upgrading the license of an existing server ......................69 Adding an MFP, e‑forms virtual printer, or software client license to an existing server ........71 Re‑hosting licenses ............................73...
Page 5 Contents Configuring an eSF application associated with a solution..............93 Managing solution‑related files......................93 Removing solutions..........................93 Managing device groups and devices............95 Creating and populating device groups....................95 Understanding device groups ...........................95 Creating a device group ............................95 Creating a device group from an existing device group..................96 Configuring timeout for policy updates ......................96 Creating a new discovery profile ........................96 Importing a list of printers to a device group ....................97...
Page 6 Contents Adding LDD printers on a client workstation or print server..............113 Increasing LDD print queue availability using printer pooling...............115 Testing and using Lexmark Document Distributor solutions......116 Using a solution from a printer......................116 Using LDD print queues.........................117 Using Select'N'Send..........................118 Using the Select'N'Send GUI ...........................118 Using Select'N'Send from the command line ....................120...
Page 7 System processes terminate unexpectedly when creating a Lexmark Document Server port ......133 Cannot create or configure a Lexmark Document Server port in Windows Vista or Windows Server 2008..133 Jobs are not sent to the LDD system when using LDD printers ..............134 Select'N'Send cannot send files to LDD ......................134...
Page 8: Lexmark Document Distributor Overview
Document capture The paper document is converted into a digital document from a Lexmark printer, or a digital document is selected on a user's computer. The user chooses from profiles, predefined job types that determine through scripts how the scanned document will be processed and routed.
Page 9: Confirmation
System components • Clients—Clients can be either printers or workstations that use Select'N'Send (SnS) or the Lexmark Document Server Port. The document capture and confirmation stages of a job occur at a client, and, in the case of printer clients, prompts may be presented to the user to collect information during document processing and document routing.
Page 10: Reliability, Scalability, And Disaster Recovery
Lexmark Document Distributor overview Adminstration Solution *.solution file -Scripts -Policy Welcome Screen Layout Device Settings Solution Settings Local Global -eSF -3rd party jar files -Status Page Server(s) Clients Group(s) Load Data Base Balancer Device Group(s) Reliability, scalability, and disaster recovery The load balancer, database, and server components may be installed together on one computer or separately on individual computers, depending on the demands placed on the system.
Page 11: Workflow Solutions
Lexmark Document Distributor overview Finally, you can back up the databases and solutions from the database and load balancer to a network share. If a recovery becomes necessary, then a new load balancer and/or database can access the recovery data using a Restore Install.
Page 12: Client Software
• Lexmark Document Server Printer Port—A port monitor that allows users to submit documents to LDD by printing from any Windows application to a print queue assigned to the port. Printed documents are submitted to the system in the format determined by the print driver used with the print queue.
Page 13: System Setup Overview
If you are using software clients, prepare software client groups and install client software where necessary. For more information, see “Managing software clients” on page 109. Test deployed solutions on printers and software clients. For more information, see “Testing and using Lexmark Document Distributor solutions” on page 116.
Page 14: Multifunction Printers
X862x 2,3,4,5 • X864x These printers may be identified as corresponding single‑function (“C,” “T,” or “W”) models in Lexmark Management Console. Scanning functionality is not affected. These printers may require additional memory to support eSF applications. Supports Simplified Chinese prompting...
Page 15 Lexmark Document Distributor overview e‑Task 2+ printers with a touch screen e‑Task 2 printers without a touch screen Supported • • ArrayPrompt ArrayPrompt prompts • • AuthenticationPrompt (requires a AuthenticationPrompt (requires a supported card reader) supported card reader) • •...
Page 16 Lexmark Document Distributor overview Single‑function printers e‑Task printers without a touch screen e‑Task 3 printers with a touch screen Supported printers • • C520x C792 • • C522x C925 • • C524x C950 • C530x Notes: • C532x • These printers support Simplified Chinese, Traditional •...
Page 17: Supported Ecm Platforms
Lexmark Document Distributor overview Supported ECM platforms • IBM FileNet P8 with one of the following components: – Content Services connector – Image Services connector – Content Engine – Content Engine with shared repository • Windows SharePoint Services 3.0 •...
Page 18: Installing Lexmark Document Distributor
Installing Lexmark Document Distributor Installing Lexmark Document Distributor Minimum and recommended system requirements Server, load balancer, and database components Category Required Recommended for enterprise systems Operating system Any of the following: Windows Server 2008 R2 (x64) • Windows Server 2008 R2 Standard or Enterprise Edition (x64) •...
Page 19 Installing Lexmark Document Distributor Category Required Recommended for enterprise systems Hard disk drive 20GB free space for each system Configuration 1‑N, X‑N, or X‑Y‑N: component • Database and load balancer Note: The listed space requirement – Operating system and server...
Page 20 Note: It is not recommended to install the database on a virtual machine. Client software operating system compatibility Select'N'Send and the Lexmark Document Server Printer Port can be used on the following operating systems: • Windows Server 2008 R2 Standard or Enterprise Edition (x86 and x64) •...
Page 21: Avoiding Conflicts With Other Software
Installing Lexmark Document Distributor Avoiding conflicts with other software • Install each system component on a computer with a new Windows installation and with no other software installed. • Avoid installing other software that includes these applications on the same computer where LDD components are installed: –...
Page 22: Activating Ldd Licenses
Activating LDD licenses Notes: • If your Lexmark reseller has provided you with license files, then save them in a folder accessible to the server, skip the following procedure, and then continue with the server installation using the provided license files. •...
Page 23 In your Web browser, click Manage Entitlements. Activate and download the license for your LDD server system: Select the line for the product Lexmark Document Distributor (LDD) Server, and then click Activate. In the first Host ID field, enter the host ID determined in step 3.
Page 24 Activate and download the license for using LDD with your printers: Select the line for the product Lexmark Document Distributor (LDD) MFP License, and then click Activate. In the first Host ID field, type the host ID determined in step 3.
Page 25 If you are using e‑forms, then activate and download the license for e‑forms virtual printers: Select the line for the product Lexmark Document Distributor (LDD) EFVP License, and then click Activate. In the first Host ID field, type the host ID determined in step 3.
Page 26: Understanding Installation Types
Installing Lexmark Document Distributor Click Generate. Click Save To File, and then save the file using a descriptive file name, such as client.lic, in the same folder used in step 6 and step 7. Note: Use a file name different from any other saved license files so they are not overwritten.
Page 27: Installing A Workgroup System
Installing system components in a workgroup system From the LDD installation package, run Setup.exe. From the Lexmark Solutions installation window, click Install Workgroup System. Click Agree to accept the license agreement. Specify the folder where the server software should be installed, and then click Next.
Page 28: Installing An Enterprise System
Specify the solution file that should be installed with the workgroup system. Click Finish > Done. Installing an enterprise system Configuration types for enterprise systems When installing an enterprise system, Lexmark Document Distributor can be installed using the following hardware configurations: Configuration Description Advantages Disadvantages 1‑N...
Page 29 Installing Lexmark Document Distributor Configuration Description Advantages Disadvantages 1‑1‑N Database (DB) and load balancer (LB) on separate computers, server Further Further increased on one or more additional computers improved hardware needs, performance no failover for database or load Server(s) balancer Note: An external Oracle database may be installed in place of the standard database, resulting in an E-1-N configuration.
Page 30 Installing Lexmark Document Distributor Configuration Description Advantages Disadvantages X‑Y‑N Database (DB) on X computers in a Microsoft Cluster Server for High Further increased failover, load balancer (LB) on Y other computers in a Microsoft Cluster availability, hardware needs, Server for failover, server on one or more additional computers...
Page 31: System Sizing Guidelines
Installing Lexmark Document Distributor With this type of setup, you need additional computers, as well as a hardware load balancer or GSS. You also need to manually configure these systems to be identical. Note: Printers that do not support eSF applications cannot be used with an LDD system that uses a hardware load balancer or GSS.
Page 32: Installation Overview For An Enterprise System
Note: Using less than the recommended RAM significantly reduces throughput. For example, a dual‑processor server with only 2GB of RAM can process only 600–800 jobs/hour when using a “heavy” solution. For more information, see the Lexmark Document Distributor SDK Guide. Concurrency Each server that meets recommended requirements can process 30 concurrent jobs from clients.
Page 33: Using Oracle Database With Ldd
Do the following on the computer that will run the database: From the LDD installation package, run Setup.exe. From the Lexmark Solutions installation window, click Install Enterprise System > Install Database. Click Agree to accept the license agreement. If necessary, specify a location for the installation, and then click Next.
Page 34 Do the following on the computer that will run the load balancer: If the Lexmark Solutions installation window is not open, then run Setup.exe from the LDD installation package. From the Lexmark Solutions installation window, click Install Enterprise System > Install Load Balancer.
Page 35: Installing The Database And Load Balancer With Clustering (Configurations X-N, And X-Y-N)
Do the following on the primary node of the failover cluster that will run the database: From the LDD installation package, run Setup.exe. From the Lexmark Solutions installation window, click Install Enterprise System > Install Database. Click Agree to accept the license agreement.
Page 36 Do the following on the primary node of the failover cluster that will run the load balancer: If the Lexmark Solutions installation window is not open, then run Setup.exe from the LDD installation package. From the Lexmark Solutions installation window, click Install Enterprise System > Install Load Balancer.
Page 37 Type a number to select a resource group as shown in the dialog, and then click OK. Type a number to select an IP address for the logical host as shown in the dialog, and then click OK. Allow the installation to complete, and then click OK. The configured cluster contains the necessary Lexmark services.
Page 38: Installing Servers
Do the following on each computer that will run a server: If the Lexmark Solutions installation window is not open, then run Setup.exe from the LDD installation package. From the Lexmark Solutions installation window, click Install Enterprise System > Install Server.
Page 39: Installing Ldd Components Silently
Uninstallation and cleanup batch files • clean.bat—This removes files left behind from a previous installation. Note: Only use this file if there is no other Lexmark software that should remain installed. • Uninstall_DB_LB_Server_on_One_PC.bat—This uninstalls the database and load balancer components from the local computer.
Page 40: Upgrading To Ldd 4.6
Wait for confirmation from the Cluster Administrator that the standby nodes are disabled before continuing the upgrade. From the LDD installation package, run Setup.exe. From the Lexmark Solutions installation window, click Install Software Updates. Click Agree to accept the license agreement. Click Finish.
Page 41 Note: During an upgrade, the clustering script may fail the first time it is run. Run the script a second time. Make sure the Lexmark cluster resources are started. Start the cluster service on standby nodes. Reinstall custom components on the server computers.
Page 42: Using Kerberos Authentication
Installing Lexmark Document Distributor Using Kerberos authentication If a user logs on at a printer using Kerberos, the credentials can be used by the LDD system to manipulate files on the network and interact with ECM systems on behalf of the user.
Page 43: Configuring Ldd Servers For Kerberos Authentication
Installing Lexmark Document Distributor MY.REALM = { kdc = MY.KDC.ADDRESS When a configuration file is used, tickets should be marked forwardable by default. Tickets must be forwardable in order to forward them to the LDD system. For more information about configuration files, see the Kerberos documentation.
Page 44 Note: If you need to read the Kerberos configuration file from another location, see the Apache Tomcat documentation for more information. • Set the KDC address and realm from the script. For more information, see the Lexmark Document Distributor SDK Guide.
Page 45: Monitoring And Maintaining The System
Monitoring and maintaining the system Monitoring and maintaining the system Using Lexmark Management Console Accessing Lexmark Management Console Launch LMC from your Web browser using the URL http://loadbalancer:9780/lmc, where loadbalancer is the computer where the load balancer is installed. The load balancer selects a server to host the LMC session, indicated by a green arrow beside a server in the Servers list on the Home tab after logging in.
Page 46: Changing The Administrator User Name
Monitoring and maintaining the system Changing the administrator user name In LMC, click the System tab. Select Username & Password from the System list. Type the new user name. Re‑type the new user name to confirm it. Click Apply. Changing the administrator password Click the System tab.
Page 47: Assigning Privileges To Groups
Monitoring and maintaining the system Example • User Search Filter: uid • User Search Base: ou=Employees • Group Search Filter: uniquemember • Group Search Base: ou=Groups • Group Identifier: groupOfNames • Member of Group(s): Dept A,Dept C If the user name testuser is used to log in to LMC, then the user can be authenticated if each of the following is true: –...
Page 48 Monitoring and maintaining the system • If a user belongs to multiple groups, then group privileges are combined. Privileges can be modified for LDAP users only. The default administrator has access to all tabs and tasks, and these settings cannot be modified. Select Privileges from the System list.
Page 49: Device Groups Tab Tasks
Monitoring and maintaining the system Device Groups tab tasks Task Operation Summary Displays the following information for a selected group: • A list of solutions deployed for the device group • The number of discovered printers • The number of unlicensed printers. Unlicensed printers are those that do not have a license available on the server.
Page 50: Software Client Groups Tab Tasks
Monitoring and maintaining the system Task Operation eSF Configuration* Allows you to edit the settings of eSF application associated with hybrid solutions deployed to the device group Home Screen* Allows you to customize the layout of the home screens for the printers included in the device group. There is a tab for each supported class of printer.
Page 51: Devices Tab Tasks
Monitoring and maintaining the system Devices tab tasks The Devices tab is used for maintenance of printers that have already been discovered through the Device Groups tab. Only discovered printers can be found using the search function on this tab. Task Description Summary...
Page 52: Solutions Tab Tasks
Monitoring and maintaining the system Solutions tab tasks Task Description Summary When an individual solution is selected in the Solutions list, it displays the solution name, version number, install time, update time, lists of the device groups and software client groups to which the selected solution is assigned, and lists of the formsets and reports included in the solution.
Page 53: System Tab Tasks
Monitoring and maintaining the system System tab tasks Task Description System Status Displays a table that lists all servers in the system, and shows the server address, host name, status, license, number of running tasks, CPU usage, memory usage, network load, and thread count for each server The server where the current LMC session is running is indicated by a green arrow beside the Server Address in the table.
Page 54: Understanding The Status Bar
Monitoring and maintaining the system Home tab Description section Software Client Lists all groups of software clients connected to the system. Clicking a software client group in the list links Groups to that group on the Software Client Groups tab. System Provides shortcuts for all tasks on the System tab.
Page 55: Viewing Information Summaries For Ldd Elements
Monitoring and maintaining the system Viewing information summaries for LDD elements Summaries of essential information are available for device groups, software client groups, printers, and solutions. Click the Device Groups, Software Client Groups, Devices, or Solutions tab. Select an item from the list, or when on the Devices tab, perform a search. Click Summary from the Tasks list.
Page 56: Customizing Columns For Jobs And System Logs
Monitoring and maintaining the system To change the number of entries that appear on each page of the jobs list or log, select a new value for Number of Jobs/Page. ‑ To export the jobs list or logs in comma separated values (CSV) format, click Export Report.
Page 57: Viewing Version Information
Managing the LDD system To perform system tasks, such as creating reports on the overall performance of the system, setting servers offline, changing the administrative user name and password, or viewing the overall job schedule, use the System tab in Lexmark Management Console.
Page 58: Configuring The Confirmation Page
Monitoring and maintaining the system Do the following when adding or editing a task: If you are adding a new task, then select a task to schedule. Edit the description of the task, and then click Next. If you are adding or editing a script task, then select whether to associate the scheduled script with a device group or software client group to access the local solution settings of that group: •...
Page 59: Adding Servers To The System After Initial Installation
IP address of the components can be changed without reinstallation. From the command line on the computer where all components are installed, navigate to the Lexmark\Solutions \InstallHelper folder in the location where the components are installed. (The default is C:\Program Files\Lexmark \Solutions\InstallHelper.)
Page 60: Rebooting The Ldd System
Monitoring and maintaining the system The desktop shortcut must be changed to the new address manually: On the desktop of the computer where the components are installed, right click the Lexmark Management Console (LMC) icon, and then click Properties. Click Find Target.
Page 61: Restarting The Lexmark Solutions Application Server
Restarting the Lexmark Solutions Application Server If you install a workflow solution that includes a component, then you may need to restart the Lexmark Solutions Application Server for the solution to fully function.
Page 62: Uninstalling Ldd Components
From the computer where the component(s) are installed, do the following: Click Start. Click Programs or All Programs. Click Lexmark > Solutions Software Uninstall. Note: If a database or load balancer is installed on a failover cluster, then use the node where the component is originally installed.
Page 63: Updating The Advanced Prompting Bundle
Monitoring and maintaining the system Updating the Advanced Prompting Bundle The Advanced Prompting Bundle (AP Bundle) is an eSF application that LDD installs on e‑Task 2, e‑Task 2+, and e‑Task 3 multifunction and single‑function printers, and X642 multifunction printers. This application is required for LDD support and provides prompting capabilities, held jobs support, and security support for printers with LDD.
Page 64: Adjusting Limits On Concurrent Jobs
Monitoring and maintaining the system To view the performance data for an individual server, select the address of the server from the list in the Server Health section. The following data are shown for overall server performance: • Task Count—This displays the number of jobs running on the server over time. •...
Page 65: Tuning The Load Balancer For Unequal Servers
The LDD load balancer component is composed of three different Tomcat load balancing workers that separately manage Lexmark Management Console (LMC) sessions, job submissions from e‑Task 2 and e‑Task 3 printers, and job submissions from e‑Task printers. The adjustment shown here affects the e‑Task 2, e‑Task 3, and e‑Task load balancers, but not the LMC load balancer.
Page 66: Configuring Chunk Size For Device Discovery And Policy Updates
Monitoring and maintaining the system For each server that should only run LMC, stop the associated worker on the clientloadbalancer and adaptorloadbalancer load balancing workers, that balance job requests: In the “Worker Status for clientloadbalancer” section, click E beside the server name. For Activation, select the Stopped option.
Page 67: Configuring Npa Device Communication
Monitoring and maintaining the system Configuring NPA device communication Though the default port is usually used for NPA device communication, the timeout periods between retries can be changed to improve reliability during device discovery. Click the Services tab. Select NPA from the Services list. Select Parameters from the Tasks list.
Page 68: Managing Licenses
LDD system may help avoid future confusion. Write down the physical address shown with the selected network adapter, removing the hyphens, and store it in a safe place for use as the host ID in the Lexmark Licensing Portal. Viewing or downloading existing licenses Open the Lexmark Licensing portal at http://software.lexmark.com.
Page 69: Upgrading The License Of An Existing Server
Type the entitlement ID you received when you purchased your license, and then click Login. Click Manage Entitlements. Select the line for the product Lexmark Document Distributor (LDD) Server License that indicates one or more licenses in the Copies Left column, and then click Activate.
Page 70 Monitoring and maintaining the system In the Fulfill Count field, type 1, and then click Generate. Click Save To File, and then save the file using a descriptive file name, such as server.lic, to a folder accessible to the load balancer. Click Complete.
Page 71: Adding An Mfp, E-Forms Virtual Printer, Or Software Client License To An Existing Server
Click Manage Entitlements. Select the license to activate: • For an MFP license, select the line for the product Lexmark Document Distributor (LDD) MFP License that indicates one or more licenses in the Copies Left column, and then click Activate. •...
Page 72 Monitoring and maintaining the system Type the host ID of your server into the first Host ID field. For more information, see “Finding the host ID” on page 68. Type the number of printers, virtual printers, or software clients associated with the current server in the Fulfill Count field.
Page 73: Re-Hosting Licenses
Launch Lexmark Management Console for the new system in your Web browser, and then add a new license. For more information, see “Adding an MFP, e‑forms virtual printer, or software client license to an existing server” on page 71.
Page 74: Using The Solution Status Page
Monitoring and maintaining the system Using the Solution Status Page Some solutions include a Solution Status Page that provides simple and easy-to-use access to status information for the server system where the solution is running and the printers in the device group associated with the Solution Status Page.
Page 75 Monitoring and maintaining the system Field Description Configuration Indicates the current status of the server configuration License Indicates the type of license, if any, that is provided for the server MFPs (overview) The MFPs section in the left pane shows the overall status of the printers connected to the server. Field Description Total Stations...
Page 76 Monitoring and maintaining the system MFPs (detail) The MFPs section in the right pane lists each connected printer. Expand a printer in the list to show the following information: Field Description Configuration Indicates the current status of the printer configuration Licensed Indicates whether the printer has a license available on the server State...
Page 77: Repairing Common Server Problems
Monitoring and maintaining the system Repairing common server problems Click Fix to repair several common problems that occur in the LDD system. The Fix button does each of the following as necessary: • Set all servers online. • Run a discovery for the associated device group. •...
Page 78: Adding Licenses To A Server
Monitoring and maintaining the system Type the IP address or host name of the printer, and then click Add. The printer is added to the MFPs list in the right pane, and the numbers in the MFPs section of the left pane are adjusted accordingly.
Page 79: Removing Printers
Monitoring and maintaining the system • To add a new printer license, click Add a MFP license. In the window that appears, type a path to a license file, or click Browse to browse to the license file. Click Upload. Removing printers Removing a printer disables the solution on that printer and frees a license on the server.
Page 80: Scheduling A Report
If no additional parameters are available, then the button is disabled. Note: Additional parameters can be defined only when including a report with a workflow solution during development. For more information, see the Lexmark Document Distributor SDK Guide. Click Run Report.
Page 81: Using Built-In Reports
Monitoring and maintaining the system Select an output format from the Output Format drop‑down menu. Note: Each report has a default selection for Output Format, which may be the format that the report was specifically designed to use. For more information about a custom report, contact the designer of your custom report.
Page 82: Adding A Report
Existing files are overwritten by default. If you do not want to overwrite existing files, then clear the Overwrite if file already exists check box. Click Upload. Selected files are copied to the folder \Lexmark\Solutions\apps\wf-ldss\WEB-INF\reports\ where LDD is installed on each server. Below the Available Reports list, click Add.
Page 83: Editing Report Settings
After removing a report from the Available Reports list, you can optionally delete associated files from the folder \Lexmark\Solutions\apps\wf-ldss\WEB-INF\reports\ where LDD is installed on each server. Configuring default report options You can configure default report options, such as default e‑mail or file destination and default reporting period.
Page 84: Creating Custom Reports
\reports\ where LDD is installed on each server, from the LDD installation in order to locate subreport files. Note: Additional parameters can only be added when a report is developed and uploaded with a solution using the SDK. For more information, see the Lexmark Document Distributor SDK Guide. Querying the database Information for built‑in reports and many custom reports are retrieved from the MONITOR database, which contains...
Page 85: Using Included Subreports
Monitoring and maintaining the system • SOLUTION_NAME—This is the name of the solution where the task was run. • STATUS—This is the status reported when the job was completed or abandoned. • START_TIME—This is the time when the job was received. •...
Page 86: Backup And Disaster Recovery
Monitoring and maintaining the system File name Page Description orientation _Servers_Most_Used Either Displays the servers that have processed the most jobs _SoftwareClients_Most_Used Either Displays the software clients most used to submit jobs _Solution_Profile_Most_Used Either Displays the solution profiles most used for submitted jobs _Solution_Profile_Printers Either Displays the printers from where the most jobs are submitted for...
Page 87: Recovering Backup Data With A New Installation
Monitoring and maintaining the system If the network share requires authentication, then type the user name and password. To back up the jobs list and the log, make sure the Keep Jobs Logs Database check box is selected. To keep previous backup sets, make sure the Keep previous backups check box is selected. If this option is selected, data from each backup is stored in a folder named with the date of the backup within the specified network share folder.
Page 88: Installing New Servers During Recovery
Make sure the time is synchronized among all system components using an NTP server. Restart the Lexmark Solutions Application Server service from the Windows Services control panel on each server.
Page 89: Recreating Ldd Printer Ports After An Address Change
Note: When using Windows Vista or Windows Server 2008 with User Account Control enabled, click Run as administrator > Properties. Click the Ports tab > Add Port > Lexmark Document Server Port ‑ Enterprise > New Port. Note: The port name must be 75 characters or fewer.
Page 90: Manually Backing Up Databases
Monitoring and maintaining the system Click Finish to add the new port. If you are using pooled ports, then add additional ports using the same server and profile. If the Printer Ports dialog is still open, then click Close. Make sure only newly created ports are selected, and then click Apply. Do the following for each port associated with the failed load balancer: Select the port from the list.
Page 91: Managing Solutions
Managing solutions Managing solutions Understanding the solution deployment process Set servers offline to prevent execution of profiles before configuration is complete. For more information, see “Viewing and changing server status” on page 57. Upload the solution to the LDD system and adjust global settings for the solution. Create a device group to contain printers where the solution will be deployed.
Page 92: Configuring Global Solution Settings
For more information, see“Viewing and changing server status” on page 57. • If you install a workflow solution that includes a component, then you may need to restart the Lexmark Solutions Application Server from the Windows Services control panel for the solution to fully function.
Page 93: Configuring An Esf Application Associated With A Solution
For more information, contact the developer of your solution. Note: If you restart the Lexmark Solutions Application Server service, then any solution‑related file is reverted to the version stored with the solution package as it was initially installed or upgraded, and any manual changes are lost.
Page 94 Managing solutions Delete the solution from any device groups or software client groups where it has been deployed: Click the Device Groups tab. Select a device group where the solution has been deployed from the Device Groups list. Select Solutions from the Tasks list. Select the solution from the list.
Page 95: Managing Device Groups And Devices
Managing device groups and devices Managing device groups and devices Creating and populating device groups Understanding device groups A device group is a collection of printers that share one or more solution deployments with the same local configuration. At least one device group must be created to deploy solutions. Multiple device groups should be created if either more than one solution is deployed to different sets of printers or one solution is deployed with different local configurations for different printers.
Page 96: Creating A Device Group From An Existing Device Group
Managing device groups and devices Creating a device group from an existing device group Click the Device Groups tab. Under the Device Groups list, click Add. Type a unique name for the new device group. Select the existing group to copy, and then click Add. The following settings are copied from the existing device group to the new device group: •...
Page 97: Importing A List Of Printers To A Device Group
Managing device groups and devices Address format Example Host name printer‑host‑name Fully qualified domain name printer‑host‑name.domain‑name Type information in the remaining fields for any optional filters. Click Add in the main section to save the discovery profile. Importing a list of printers to a device group A list of printers can be imported from an XML, TXT, or CSV file exported from MarkVision or other systems.
Page 98: Discovering Printers
Managing device groups and devices <deviceClass>All</deviceClass> </filter> </filters> Discovering printers Before a solution can be deployed to a printer, the printer must be discovered as part of a device group. Printers may be manually discovered or automatically discovered on a schedule. This section covers manual discovery, which is used during initial setup of the system.
Page 99: Viewing All Printers With Outdated Policies
Managing device groups and devices If you are discovering missing printers in multiple device groups, then select the device groups for the discovery task in the main section. The list does not appear if a specific device group is selected in the Device Groups list. If necessary, edit the discovery parameters.
Page 100: Customizing The Home Screen For A Device Group
Managing device groups and devices Select the solution from the list, and then click Next. Configure the deployment settings of the solution for the current device group, and then click Finish. Note: A policy update is required to complete the deployment of the solution. For more information see “Updating policies for device groups”...
Page 101 Managing device groups and devices Click a page (e‑Task 3, e‑Task 2, e‑Task 2+, X642, SFP e‑Task 2+, and SFP e‑Task 3 only), and then click the button to configure. Select an action for the button: Functions Available selections for each device class e‑Task 3 e‑Task 2 e‑Task 2+...
Page 102 Managing device groups and devices Functions Available selections for each device class e‑Task 3 e‑Task 2 e‑Task 2+ e‑Task Leave a blank None None None None space When a standard function is configured with a profile, this overrides the standard function itself. For example, the Copy + Profile executes the same function as Copy.
Page 103 Managing device groups and devices Do the following to select a custom graphic that appears on the button for any action except Placeholder or App Reservation: Click Custom. Click Change, and then select a JPEG, GIF, PNG file for the Up and Down icons. Click Apply.
Page 104: Updating Policies For Device Groups
Managing device groups and devices Updating policies for device groups When solutions are deployed, home screens are configured, or settings are changed for a device group, the printers in the group are marked as “Out of Policy,” and a policy update is required to apply the changes to the printers. Changes are not automatically pushed to printers, so you can schedule policy updates during times of off‑peak usage to avoid negatively affecting system performance.
Page 105: Enabling Secure Communication Between Servers And Printers In A Device Group
Managing device groups and devices Type a description for the task, and then click Next. If you are updating policies for printers in multiple device groups, then select the device groups for the policy update task in the main section. The list does not appear if a specific device group is selected in the Device Groups list. Enter a start date and a start time.
Page 106: Using The Devices Tab
Managing device groups and devices Using the Devices tab The Devices tab is generally used for specialized maintenance and troubleshooting, rather than the setup and ordinary maintenance that are managed through device groups. Searching for devices Before performing device‑specific tasks, previously discovered devices must be selected by searching for matching values of certain criteria, selected from the following: •...
Page 107: Viewing Device Profiles
Managing device groups and devices application identified by name. If no placeholders or App Reservations are provided, then any installed eSF applications appear on the first page after the pages defined in the custom home screen. Click the Devices tab. Search for printers.
Page 108 Managing device groups and devices Notes: • Removing a device from the system does not remove profiles that have been deployed to the device, reverse any home screen modifications, or remove eSF applications installed with any solution. • If a removed device is still included in a discovery profile, then it will be rediscovered during the next discovery task using that discovery profile.
Page 109: Managing Software Clients
A software client is a computer that has been configured to use Select'N'Send or a Lexmark Document Server Printer Port to access solutions directly. A software client group is a collection of these software clients that share one or more solutions with the same local configuration.
Page 110: Understanding Dynamic Prompting Support
Where possible, prompting should occur before submitting the job. This gives you the opportunity to cancel jobs when prompted for information they don't have at the moment. The Job Submission Web Service provides prompting capability to Lexmark Document Server Printer Port clients. From the port monitor, the following prompts are supported: •...
Page 111: Creating And Populating Software Client Groups
When using Lexmark Document Server Ports, add print queues assigned to the appropriate Lexmark Document Server Port on each client computer or print server. Test all print queues that use Lexmark Document Server Ports. For more information, see “Using LDD print queues” on page 117.
Page 112: Importing Software Clients To A Software Client Group
Managing software clients Importing software clients to a software client group Software clients can be imported from a from an XML, TXT, or CSV file. Click the Software Client Groups tab. Select a software client group from the Software Client Groups list. Select Client Profiles from the Tasks list.
Page 113: Installing Client Software On A Microsoft Cluster Server
Make sure you have installed the print driver that will be used with the Lexmark Document Server Printer Port. Note: If you do not have a specific print driver that you plan to use with the Lexmark Document Server Printer port, then you can use the PCL or PostScript Lexmark Universal Driver appropriate for your operating system, available at http://support.lexmark.com.
Page 114 Only profiles associated with solutions created for software clients are available. • Profiles used with the Lexmark Document Server Port must have a name with 14 characters or fewer. For information about setting the name of a profile, see the Lexmark Document Distributor SDK Guide.
Page 115: Increasing Ldd Print Queue Availability Using Printer Pooling
Type a name for the new port, and then click Next. Note: The port name must be 75 characters or fewer. Select the same Lexmark Document Server used for the initial port created for the selected LDD printer, and then click Next.
Page 116: Testing And Using Lexmark Document Distributor Solutions
Testing and using Lexmark Document Distributor solutions Testing and using Lexmark Document Distributor solutions Using a solution from a printer After a solution is deployed to a printer, a profile is available on the printer that allows users to access the solution.
Page 117: Using Ldd Print Queues
Click OK or Print. The document is sent to the LDD system using the profile specified in the configuration of the Lexmark Document Server port associated with the selected printer. The file type is determined by the output of the print driver, and...
Page 118: Using Select'n'send
Launch the Select'N'Send GUI: Do one of the following: • From a Windows Explorer window, right‑click the file you want to submit to Lexmark Document Distributor, and then click Send To > Lexmark Document Distributor Enterprise. • From the command line, type sendservent filename, where filename is the file you want to submit to Lexmark Document Distributor, and then press Enter.
Page 119 Testing and using Lexmark Document Distributor solutions • Drag the file you want to submit to Lexmark Document Distributor onto the file sendservent.exe or to a shortcut pointing to that file. From the Lexmark Select'N'Send window, select a Lexmark Document Server.
Page 120: Using Select'n'send From The Command Line
Testing and using Lexmark Document Distributor solutions Click OK to exit the Server Setup dialog. If necessary, select the new server from the list. Select a profile from the Server Profiles list, and then click OK. Using Select'N'Send from the command line...
Page 121 Testing and using Lexmark Document Distributor solutions • To associate the script with a software client group: Click SftClientGroup, and then click Next. Select the software client group to associate the script with, and then click Next. • To schedule the script without associating it with a device group or software client group, click None, and then click Next.
Page 122: Viewing Logs
“ldd” are also logs related to the installation processes. Viewing the server log All server activity at the selected message priority is recorded in the file lsas.log in the folder Lexmark\Solutions\tomcat \logs where the server is installed. Open the file in a text editor to view the log.
Page 123: Viewing The Embedded Solutions Diagnostic Log
Viewing logs Viewing the Embedded Solutions Diagnostic Log All activity for LDD solutions and eSF applications is recorded in the Embedded Solutions Diagnostic Log on each printer. ‑ ‑ In the address field of your Web browser, type http://printer IP/se, where printer IP is the printer IP address or host name.
Page 124: Troubleshooting
Troubleshooting Troubleshooting Solving problems with LMC The browser displays a 5yy error when accessing LMC When services are starting on the LDD system or the system is under a heavy processing load, your browser may display a 5yy error, such as “500 Internal Server Error” or "503 Service Unavailable," when you try to access LMC. Make sure the system has been running long enough for all services to start.
Page 125: Lmc Does Not Finish Loading Or Data Is Missing
Multiple errors may have occurred while uploading the solution. Contact Lexmark Professional Services for assistance in manually removing the solution that caused the problem. Contact the developer of the solution to have colons removed from descriptor files for associated eSF applications.
Page 126: Solving Problems With Discovery
Troubleshooting Select the tasks that do not respond, and then click Stop Task. Solving problems with discovery Discovery and policy updates running slowly Check your proxy, firewall, and other network settings on LDD components to make sure all necessary communication is allowed. Make sure other network traffic is not reducing bandwidth during discoveries and policy updates.
Page 127: Solving Server And Printer Problems
Remove Server(s). One or more servers cannot be set offline From the Windows Services control panel, make sure the Lexmark Solutions Apache Agent service is running. Error in importing a license Try one or more of the following: •...
Page 128: Ldss Server Is Unavailable Message Appears On The Printer Control Panel
Troubleshooting LDSS Server is unavailable message appears on the printer control panel Make sure the system has been running long enough for all services to start. It may take several minutes to start all services when the LDD system is first booted. If the system was recently booted, then wait a few minutes, and then try again.
Page 129: The Server Log Contains Quartz Errors
Make sure you understand how to make the required changes. We recommend backing up the registry before making any changes. Debug messages are logged in the file stdout_xxxxxxxx.log in the \Lexmark\Solutions\tomcat\logs\ folder where the LDD server is installed.
Page 130: An Expected Icon Does Not Appear On The Home Screen After Solution Deployment
Troubleshooting An expected icon does not appear on the home screen after solution deployment Try one or more of the following: • From the printer control panel, refresh the home screen by moving to another screen and then returning to the home screen.
Page 131: Policy Updates Failed For A Printer
• If you are using custom icons, then use smaller files. • Make sure your printer has the latest firmware updates. For more information, contact Lexmark Professional Services. Policy updates failed for a printer If access controls on an e‑Task 2+ or e‑Task 3 printer that is not supported by LDD are secured, then the printer remains marked “Out of Policy”...
Page 132: The Solution Stops Responding
Print a network setup page or menu settings page and locate the information in the TCP/IP section. Click Settings > Embedded Solutions > Install > Browse. Locate and select the file ap.fls in the folder \Lexmark\Solutions\apps\wf-ldss\firmware\ where an LDD server is installed, and then click Open.
Page 133: Solving Problems With Client Software
System processes terminate unexpectedly when creating a Lexmark Document Server port If a profile assigned to Lexmark Document Server port has a name with more than 14 characters, or the port name used has more than 75 characters, then the processes explorer.exe and spoolsv.exe may terminate unexpectedly.
Page 134: Jobs Are Not Sent To The Ldd System When Using Ldd Printers
“Adding LDD printers on a client workstation or print server” on page 113. Configure or add a Lexmark Document Server port in an existing print queue when User Account Control is enabled: In the Printers folder, right‑click the print queue.
Page 135 Troubleshooting Select the Spool print documents so program finishes printing faster and Start printing after last page is spooled check boxes. Click OK. • If you are using Microsoft Word and a solution always receives a page count of 1, see the Microsoft Knowledge Base article KB919736 The dmCopies member always returns a value of 1 when you try to retrieve the number of copies in a print job in Word (http://support.microsoft.com/kb/919736).
Page 136: Notices
© 2011 Lexmark International, Inc. All rights reserved. Trademarks Lexmark, Lexmark with diamond design, and MarkVision are trademarks of Lexmark International, Inc., registered in the United States and/or other countries. All other trademarks are the property of their respective owners.
Page 137 Notices The Apache Software License, Version 1.1 Copyright (c) 2000-2002 The Apache Software Foundation. All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.
Page 138 Notices "Source" form shall mean the preferred form for making modifications, including but not limited to software source code, documentation source, and configuration files. "Object" form shall mean any form resulting from mechanical transformation or translation of a Source form, including but not limited to compiled object code, generated documentation, and conversions to other media types.
Page 139 Notices that You distribute, alongside or as an addendum to the NOTICE text from the Work, provided that such additional attribution notices cannot be construed as modifying the License. You may add Your own copyright statement to Your modifications and may provide additional or different license terms and conditions for use, reproduction, or distribution of Your modifications, or for any such Derivative Works as a whole, provided Your use, reproduction, and distribution of the Work otherwise complies with the conditions stated in this License.
Page 140: Index
92 installation 59 Document Server ports 133 configuring Kerberos authentication adding software client license to an cannot create or configure Lexmark on printers 42 existing server 71 Document Server port in Windows configuring LDD servers for adjusting limits on concurrent...
Page 141 Index using included subreports 85 device security editing local settings for assigned or using special LDD parameters 84 configuring 67 deployed solutions 92 customizing columns for jobs 56 devices editing report settings 83 customizing columns for system adding to a device group 96 editing the home screen layout on logs 56 editing the home screen...
Page 142 65 assigning servers to only run LMC system sizing guidelines 31 jobs or process jobs 65 Lexmark Document Server Port customizing columns 56 configuring chunk size 66 adding LDD printers on a client viewing 55 inaccurate page counts...
Page 143 Index downloading existing licenses 68 increasing LDD print queue finding the host ID 22, 68 availability using printer networking upgrading the license of an pooling 115 ports used by LDD system 21 existing server 69 printer only returns to the home notices 136 viewing existing licenses 68 screen after attempting to execute...
Page 144 88 understanding 110 run 125 removing non‑communicating software clients 109 restarting the Lexmark Solutions servers 57 adding to a software client Application Server 61 repairing common problems 77 group 111 re‑hosting licenses 73...
Page 145 130 unexpectedly when creating a user can still access tasks even jobs are not sent to the LDD Lexmark Document Server port 133 after removing privileges 125 system when using LDD system requirements 18 user cannot access some tasks in...
Page 146 Index viewing forms associated with a solution 56 understanding installation types 26 viewing information summaries for understanding software client LDD elements 55 groups 109 viewing installation logs 122 understanding software client viewing jobs 55 setup 110 viewing printers with outdated understanding software clients 109 policies 99 understanding solution deployment...

This manual is also suitable for:

C925 X792 X925

Lexmark C792 Administrator's Manual

Lexmark Document Distributor Overview

Installing Lexmark Document Distributor

Monitoring and Maintaining the System

Managing Solutions

Managing Device Groups and Devices

Managing Software Clients

Testing and Using Lexmark Document Distributor Solutions

Viewing Logs

Troubleshooting

Notices

Index

Quick Links

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Summary of Contents for Lexmark C792

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Table of Contents