Page 1 Administrator's Guide August 2010 www.lexmark.com Lexmark and Lexmark with diamond design 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. © 2010 Lexmark International, Inc.
Page 2: Edition Notice
© 2010 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 3: Table Of Contents
Understanding the stages of a job..........................9 Document capture ....................................9 Document processing..................................9 Document routing.....................................9 Confirmation ....................................10 Understanding the Lexmark Document Distributor system................10 System components..................................10 Reliability, scalability, and disaster recovery......................... 11 Workflow solutions ..................................12 Client software....................................13 Lexmark Management Console..............................13 Security overview................................13...
Page 4 Adding servers to the system after initial installation....................... 54 Changing the IP address on a configuration 1 system...................... 55 Rebooting the LDD system ................................. 55 Restarting the Lexmark Solutions Application Server....................... 56 Uninstalling LDD components..............................56 Updating the Advanced Prompting Bundle ......................... 57 Configuring communications............................58...
Page 5 Configuring chunk size for device discovery and policy updates................. 59 Assigning servers to only run LMC or process jobs ......................59 Managing licenses................................60 Finding a Host ID..................................... 60 Viewing and downloading existing licenses ........................60 Upgrading the license of an existing server.......................... 61 Adding an MFP, e-forms virtual printer, or software client license to an existing server ........
Page 6 Managing device groups and devices..........87 Creating and populating device groups........................87 Understanding device groups ..............................87 Creating a device group................................87 Configuring time-out for policy updates ..........................88 Creating a new discovery profile............................... 88 Importing a list of printers to a device group........................88 Discovering printers..................................
Page 7 Testing and using Lexmark Document Distributor solutions...................109 Using a solution from a printer............................109 Using LDD print queues..............................110 Using Select'N'Send.................................111 Using the Select'N'Send GUI ..............................111 Using Select'N'Send from the command line........................113 Scheduling a script task..............................113 Working with forms...............115 Uploading formsets to the LDD system........................115 Removing formsets................................115...
Page 8 Processes explorer.exe and spoolsv.exe terminate unexpectedly when creating a Lexmark Document Server port................................129 A Lexmark Document Server port cannot be created or configured in Windows Vista or Windows Server 2008 ....................................129 Jobs are not sent to the LDD system when using LDD printers ..................130 Select'N'Send cannot send files to LDD..........................130...
Page 9: Lexmark Document Distributor Overview
Additionally, some functions may be accessed from select single-function printers, such as print release. Each Lexmark multifunction printer has the ability to print, copy, scan, e-mail, FTP, and fax. In addition to controlling and adjusting settings for these native functions, LDD can add the following functions through the use of scripts: •...
Page 10: Confirmation
The LDD system consists of the following 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 11: Reliability, Scalability, And Disaster Recovery
To further increase reliability by keeping the system online in the event of a failing load balancer or database, the load balancer and database can each be paired in a failover cluster using a Microsoft Cluster Server (MSCS). Lexmark Document Distributor overview...
Page 12: Workflow Solutions
Custom reports—Reports created by a solution developer that present custom data • Solution Status Page—An easy-to-use Web page that can be included with solutions to simplify viewing system status and performing basic operations related to a solution Lexmark Document Distributor overview...
Page 13: 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 14: System Setup Overview
System setup overview Each of the following steps represents a different stage of the system setup process, covered in the chapter indicated: Activate the appropriate licenses, and then install the database, load balancer, and servers. (“Installing Lexmark Document Distributor” on page 18) Perform initial system configuration, including setting up device groups, discovering printers, and scheduling a backup.
Page 15: Multifunction Printers
2,3,4,5,7 • X864x These printers may be identified as corresponding single-function (“C,” “T,” or “W”) models in Lexmark Management Console. Scanning functionality is not affected. To be supported, these printers may require additional memory to enable eSF applications. Supports Simplified Chinese prompting...
Page 16 • E462x • T640x • T642x • T644x • T650x • T652x • W840x Single-function printers do not support all prompts supported by multifunction printers. Lists of supported prompts are included here. New for version 4.5 Lexmark Document Distributor overview...
Page 17: Supported Ecm Platforms
Integration with ECM systems may require specific licenses. • For ECM platforms that are not capable of direct integration, LDD can save documents and a text file containing metadata to a directory where an ECM system is configured to poll for files. Lexmark Document Distributor overview...
Page 18: Installing Lexmark Document Distributor
Installing Lexmark Document Distributor Minimum and recommended system requirements Server, load balancer, and database components Category Requirement Recommended for enterprise systems Operating system Windows Server 2003 R2 Standard • Windows Server 2008 Standard Edition with SP2 Edition with SP2 (32-bit only) •...
Page 19 Note: The database requires the most system resources and disk I/O and therefore should be installed on the fastest hardware with the fastest disk I/O infrastructure available. Second in resource usage is the load balancer. Computers where Lexmark Management Console is accessed Category Requirement Browser Internet Explorer 7.0 or later, or Mozilla Firefox 2.0 or later, with Adobe Flash Player v10 or later and cookies...
Page 20: Avoiding Conflicts With Other Software
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 Edition • Windows Server 2008 R2 Standard x64 Edition • Windows Server 2008 R2 Enterprise Edition •...
Page 21 Policy updates, ObjectStore plain-text communication 5353 Multicast DNS 6000 Device discovery, ObjectStore communication using XML protocol 6100 Device discovery, policy updates, Lexmark Secure Transport (LST) encrypted data 6110 Device discovery, policy updates, LST authentication and negotiation 9100 Printing, policy updates 9300...
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 continue with the server installation using the provided license files. •...
Page 23 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. Paste the Host ID determined in step 3 in the first Host ID field. Type 1 in the Fulfill Count field.
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. Type the Host ID determined in step 3 in the first Host ID field.
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. Type the Host ID determined in step 3 in the first Host ID field.
Page 26: Understanding Installation Types
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...
Page 27 Database (DB) and load balancer (LB) together High availability, Increased hardware needs, on X computers in a Microsoft Cluster Server for improved performance cluster licensing failover, server on 1 or more additional computers (most common setup when using failover) Server(s) (cluster) Installing Lexmark Document Distributor...
Page 28: System Sizing Guidelines
Each printer in your system averages 100 jobs per day. Perform the following calculations: Determine the system-wide hourly job rate: (300 printers) x (100 daily jobs/printer) / (8 hours/day) = 3750 jobs/hour Determine the peak demand: 2 x (3750 jobs/hour) = 7500 jobs/hour Installing Lexmark Document Distributor...
Page 29: 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 4.5 SDK Guide. Concurrency Each server that meets recommended requirements can process 30 concurrent jobs from clients.
Page 30: Installing The Database And Load Balancer Without Clustering (Configurations 1, 1-N, And 1-1-N)
Installing the database On the computer that will run the database: From the LDD installation package, run the file Setup.exe. The Lexmark Solutions installation window appears. Click Install Enterprise System. Click Install Database. Click Agree to accept the license agreement.
Page 31 Installing the load balancer On the computer that will run the load balancer: If the Lexmark Solutions installation window is not open, run the file Setup.exe from the LDD installation package. The Lexmark Solutions installation window appears. Click Install Enterprise System.
Page 32: Installing The Database And Load Balancer With Clustering (Configurations X-N, And X-Y-N)
Installing the load balancer 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 the file Setup.exe from the LDD installation package. The Lexmark Solutions installation window appears.
Page 33 For installation on a cluster, the location of the database can be set most conveniently during installation. If the database is moved, you must uninstall and reinstall the load balancer, or contact Lexmark Professional Services to assist in modifying your current installation.
Page 34: Installing Servers
On each computer that will run a server: If the Lexmark Solutions installation window is not open, run the file Setup.exe from the LDD installation package. The Lexmark Solutions installation window appears. Click Install Enterprise System.
Page 35: Installing A Workgroup System
Note: If you are installing a backup system, do not use a workgroup installation. From the LDD installation package, run the file Setup.exe. The Lexmark Solutions installation window appears. Click Install Workgroup System. Read the license agreement, and click Agree to agree to the terms.
Page 36: Installing Ldd Components Silently
Uninstallation and cleanup batch files • clean.bat—Removes files left behind from a previous installation Note: Only use this file if there is no other Lexmark software that should remain installed. The folders C: \Program Files\Lexmark and C:\Lexmark will be deleted. •...
Page 37: Using Ldd Without Dns
IP address of the load balancer, rather than the host name. Notes: • If one of the above properties files is changed on a server, the Lexmark Solutions Application Server should be restarted from the Windows Services control panel on that computer. •...
Page 38 Note: During an upgrade, the clustering script may fail the first time it is run. Attempt to 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 39 For more information, see “Uploading solutions to the LDD system” on page 84. Make sure device groups, software client groups, solutions, and all settings are correct. From the System tab in LMC, set all servers online. Installing Lexmark Document Distributor...
Page 40: Using Kerberos Authentication
Click Delete File to remove the Kerberos configuration file from the printer. – Click View File to view the Kerberos configuration file for the printer. The following example represents a minimal configuration file: [libdefaults] default_realm = MY.REALM kdc_timesync = 1 forwardable = true [realms] MY.REALM = { Installing Lexmark Document Distributor...
Page 41 Click Submit. Depending on the overall authentication setup on the printer, the user is required to provide authentication either before accessing the home screen or when accessing an LDD profile from the printer. Installing Lexmark Document Distributor...
Page 42: Configuring Ldd Servers For Kerberos Authentication
Note: If you need to read the Keberos 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 4.4 SDK Guide. Installing Lexmark Document Distributor...
Page 43: Monitoring And Maintaining The System
Monitoring and maintaining the system Using Lexmark Management Console Accessing Lexmark Management Console Launch LMC from your Internet browser using the URL http://loadbalancer:9780/lmc, where loadbalancer is the computer on which your 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 on.
Page 44: Enabling Ldap Server Authentication For Lmc
Re-type the new password to confirm it. Click Apply. Enabling LDAP server authentication for LMC The administrator can set up a connection with an LDAP server to authenticate user names and passwords other than those for the administrator account. Select LDAP Setup from the System list. Select the Enable LDAP Authentication check box.
Page 45: Device Groups Tab Tasks
– The correct password is supplied for the user. Select an authentication mechanism: • If the LDAP server accepts anonymous connections, select Anonymous. • If the LDAP server requires authentication: Select the option beside Username. Beside Username, type a distinguished name used to log on to the LDAP server, such as uid=ldapuser,ou=Employees,o=MyOrganization.
Page 46: Software Client Groups Tab Tasks
Task Operation Discovery Finds printers on the network that match the discovery profile for each selected group Discovered Devices Displays a table listing the following information for all printers within selected device groups: • Address • Hostname • Model • Serial Number •...
Page 47: Devices Tab Tasks
Task Operation Client Profiles* Allows you to add and remove software clients within the selected group Solutions* Allows you to select solutions which solutions are available to software clients within the group Profiles* Displays the profile settings for the software client group Schedule Allows you to add, edit, and delete script tasks scheduled to run for the selected software client group or groups...
Page 48: Solutions Tab Tasks
Task Description Displays a sortable table of logged messages for the selected device 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 49: Finding Basic Information
Task Description LDAP Setup Allows you to set up a connection with LDAP server to enable other user accounts Licenses Displays a table that lists all licenses installed on the system, and shows the Feature Id (where the license applies), Expiration Date, Number of Licenses, Licenses in Use, and License Type for each license.
Page 50: System Status Information On The Status Bar And Home Tab
Status bar item Description Unlicensed Displays the number of discovered printers that do not have a license available in the system Missing Displays the number of previously discovered printers that are no longer responding on the network Out of Policy Displays the number of discovered printers known to have settings different from profiles required by solutions deployed to those printers System status icon Indicates the overall status of the system...
Page 51: Viewing Jobs And The System Log
Viewing jobs and the system log You can view all jobs initiated in the LDD system, including both tasks performed in LMC and print jobs initiated using a printer or software client. Additionally, a log is available that shows any messages reported by jobs, such as printers discovered during a discovery task.
Page 52: Viewing Software Client Group Profiles
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. Viewing and changing server status To view server status, click the System tab, and then select System Status from the System list.
Page 53: Viewing And Managing All Scheduled Tasks
The server on which the current LMC session is running is indicated by a green arrow beside the Server Address. You can perform the following tasks: • To change the online status of a server, select the check box of a server from the table, and then click Set Online or Set Offline.
Page 54: Configuring The Confirmation Page
Configuring the confirmation page When a job is completed, a confirmation is automatically delivered by a printout or e-mail message unless it is disabled within a particular solution. These settings determine the type of confirmation, how it appears, and, if it is an e-mail message, to whom it is sent.
Page 55: Changing The Ip Address On A Configuration 1 System
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 were installed. (The default is C:\Program Files \Lexmark\Solutions\InstallHelper.)
Page 56: Restarting The Lexmark Solutions Application Server
Restarting the Lexmark Solutions Application Server If you install a workflow solution that includes a component, you may need to restart the Lexmark Solutions Application Server for the solution to fully function.
Page 57: Updating The Advanced Prompting Bundle
Wait for confirmation from Cluster Administrator that the standby nodes are disabled before continuing the upgrade. On the computer where the component or components are installed, click Start  Programs  Lexmark  Solutions Software Uninstall. Note: If a database or load balancer to be uninstalled is installed on a failover cluster, use the node on which the component was originally installed.
Page 58: Configuring Communications
Configuring communications Configuring a connection to an SMTP server On the Services tab, select Email from the Services list. Select Parameters from the Tasks list. Type the password and user ID used to log on to your SMTP server. Type the Email server connection timeout in seconds. The default is 60. Type the Email server host name / ip address and the Email server port number.
Page 59: Improving Performance
Improving performance Configuring chunk size for device discovery and policy updates When using three or more servers, reducing the chunk size may increase the speed of device discovery and policy updates. On the Services tab, select General from the Services list. Select Parameters from the Tasks list.
Page 60: 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 and downloading existing licenses Open the Lexmark Licensing portal at http://software.lexmark.com.
Page 61: 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 in the Copies Left column, and then click Activate.
Page 62 Type 1 in the Fulfill Count field. 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. Note: If you are using a failover cluster for the load balancer, repeat the above steps, using the Host ID of each standby node of the failover cluster.
Page 63: 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 in the Copies Left column, and then click Activate. •...
Page 64 Type the Host ID of your server into the first Host ID field. For more information, see “Finding a Host ID” on page 60. Type the number of printers, virtual printers, or software clients associated with the current server in the Fulfill Count field.
Page 65: Rehosting Licenses
Note: The default location for licenses in use is C:\Program Files\Lexmark\Solutions\licenses\. Launch Lexmark Management Console for the new system in your Web browser, and use the procedure listed in “Adding an MFP, e-forms virtual printer, or software client license to an existing server” on page 63 to add the new license.
Page 66: Using The Solution Status Page
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 on which the solution is running and the printers in the device group associated with the Solution Status Page.
Page 67 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 68 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 Indicates the current status of the printer and any errors reported by the printer To filter the list of printers by status, select an option from the Filter list.
Page 69: Repairing Common Server Problems
Repairing common server problems Clicking Fix can repair several common problems that occur in the LDD system. The Fix button does each of the following as necessary: • Sets all servers online • Runs a discovery for the associated device group •...
Page 70: Adding Licenses To The Server
Type the 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. Click Yes to add another printer, or click No to complete the process. Adding licenses to the server You can add both server licenses and MFP licenses from the Solution Status Page.
Page 71: Removing Printers
• 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 for a license file. Click Upload. Removing printers Removing a printer disables the solution on that printer and frees a license on the server. In the right pane of the Solution Status Page, select a printer to remove.
Page 72: Scheduling A Report
If no additional parameters are available, the button is disabled. Note: Additional parameters can be defined only when including a report during with a workflow solution during development. For more information, see the Lexmark Document Distributor SDK Guide. Click Run Report.
Page 73: Using Built-In Reports
Select and configure the scheduled report: Select a report from the Available Reports list. Select a Reporting Period. For a scheduled report, each available reporting period is based on the time at which the report is run. Select an Output Format. Note: Each report has a default selection for Output Format, which may be the format that the report was specifically designed to use.
Page 74: Adding A Report
Existing files are overwritten by default. If you do not want to overwrite existing files, clear the selection for Overwrite if file already exists. 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 75: 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 To configure default report options, such as default e-mail or file destination and default reporting period, select the Reports service on the Services tab.
Page 76: Creating Custom 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 is retrieved from the MONITOR database, which contains information about tasks.
Page 77 • SOLUTION_NAME—The name of the solution from which the task was run • STATUS—The status reported when the job was completed or abandoned • START_TIME—The time at which the job was received • END_TIME—The time at which the job was completed or abandoned •...
Page 78: Backup And Disaster Recovery
File name Page orientation Description _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 which the most jobs are submitted for each profile _Solution_Profile_Scheduled_Scripts Either Displays the solution profiles most often run by scheduled tasks...
Page 79: Recovering Backup Data With A New Installation
To keep previous backup sets, make sure Keep previous backups 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. If it is cleared, backup data is stored directly in the specified network share folder, overwriting any previous data. Note: The database containing the jobs list and the log may be very large.
Page 80: 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 81: Re-Creating Ldd Printer Ports After An Address Change
Change the URL for the desktop shortcut to LMC on the server: In the folder \Lexmark\Solutions\apps\wf-ldss\, right click the shortcut lmc, and then click Properties. Change the IP address or host name part of the URL to the new IP address or host name of the new load balancer.
Page 82: Manually Backing Up Databases
If you are using pooled ports, add additional ports using the same server and profile. If the Printer Ports dialog is still open, click Close. Make sure only newly created ports are selected, and then click Apply. For each port associated with the failed load balancer: Select the port from the list.
Page 83: Managing Solutions
Managing solutions Understanding the solution deployment process During initial setup, and when a new solution is developed or purchased, the following steps provide an overview of installation and deployment: Set servers offline to prevent execution of profiles before configuration is complete. Upload the solution to the LDD system and adjust global settings for the solution.
Page 84: Uploading Solutions To The Ldd System
Servers can be set online again after policy updates for the associated device groups. • If you install a workflow solution that includes a component, you may need to restart the Lexmark Solutions Application Server from the Windows Services control panel for the solution to fully function. •...
Page 85: 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, 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 86 Delete the solution from any device groups or software client groups to which it has been deployed: From the Device Groups tab, select a device group to which the solution has been deployed from the Device Groups list. Select Solutions from the Tasks list. Select the solution from the list.
Page 87: 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 88: Configuring Time-Out For Policy Updates
Configuring time-out for policy updates The time-out setting for the PolicyUpdate service determines how long the system waits for a printer to respond after it is initially connected during a policy update. Note: If a large eSF application or several eSF applications are included with a hybrid solution, you may need to increase the default time-out for policy updates in order to allow enough time for policy updates that include eSF application deployments to complete.
Page 89: Discovering Printers
IP address or fully qualified domain name, SNMP read name, SNMP write name, device class, device model, serial number, contact name, contact location, property tag As with any CSV file, you must still include a comma for a blank field followed by populated fields. An XML file is structured like the following example: <?xml version="1.0"...
Page 90: Discovering Missing Printers
If necessary, click Edit to edit the discovery configuration. Note: For more information about adjusting time-out periods for device discovery, see “Configuring NPA device communication” on page 58. Click Discover. Device discovery will complete, reporting the number of printers discovered. To see the discovered printers, select the Discovered Devices task.
Page 91: Deploying Solutions To A Device Group
If you are discovering devices from multiple device groups, select the device groups for the discovery task, and then click Next. (The list does not appear if a specific device group is selected in the Device Groups list.) Enter a start date, and then type the start time. Configure the frequency of the scheduled event, and then click Finish.
Page 92 Configure a button on the home screen: • For multifunction and single-function printers with a touch screen (e-Task, e-Task 2, e-Task 2+, X642, and SFP e-Task 2+): Select the number of buttons to include from the Layout menu: – e-Task—Provides one page that may contain up to nine buttons –...
Page 93 Functions Available selections for each device class e-Task 2 e-Task 2+ e-Task SFP e-Task 2+ X642 Override a – – – Copy + Profile Copy + Profile Copy + Profile standard – – – Fax + Profile Fax + Profile Fax + Profile function –...
Page 94 • For single-function printers without a touch screen (SFP e-Task and SFP e-Task 2): Select Custom from the Layout menu. Click Add below the list of buttons. Notes: – The only action available is Single Profile. You cannot modify other menu items on a printer without a touch screen.
Page 95: Updating Policies For Device Groups
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 that you can schedule policy updates during times of off-peak usage to avoid negatively affecting performance.
Page 96: Enabling Secure Communication Between Servers And The Printers In A Device Group
If you are updating policies for printers in multiple device groups, 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 then type the start time.
Page 97: Viewing Or Editing The Layout Of The Home Screen On Specific Devices
• Device Model • Serial Number • Contact Name • Contact Location • Property Tag To search for a device: On the Devices tab, select a Search criterion. Enter a value to search. Click Search. Note: Using the asterisk wildcard character (*) to represent the sections at the end of the IP address will return all devices in that subnet.
Page 98: Viewing Profiles For Specific Devices
Viewing profiles for specific devices On the Devices tab, search for one or more devices. Select one or more device names in the Devices list. Select Profiles from the Tasks list. Select a profile name from the list to view the profile settings. If multiple devices are selected, click Next to view the next device on the list.
Page 99: 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 100: Understanding Software Client Setup
Port on each client computer or print server. Test all print queues that use Lexmark Document Server Ports. Note: For information on testing Lexmark Document Server Ports, see “Using LDD print queues” on page 110. Use test jobs to complete setup of Select'N'Send from each client.
Page 101: Creating And Populating Software Client Groups
Creating and populating software client groups Creating a software client group Click the Software Client Groups tab. Under the Software Client Groups list, click Add. Type a unique name for the new software client group, and then click Add. Adding software clients to a software client group Click the Software Client Groups tab.
Page 102: Assigning Solutions To A Software Client Group
To include Select'N'Send in the installation, select Select'N'Send from the list. Note: Do not install Select'N'Send on a print server. To include the Lexmark Document Server Port in the installation, select Lexmark Document Server Printer Port. Click Finish, and then allow the installation to complete.
Page 103: Installing Client Software On A Microsoft Cluster Server
If necessary, configure the spooler resource for the cluster. Create print queues on the cluster as desired, selecting Lexmark Document Server Port - Enterprise as the port. Note: When using Windows Vista or Windows Server 2008 with User Access Control enabled, you must right-click Add Printer and then select Run as administrator to create print queues.
Page 104 <username>—The user name of an administrator account on the remote computer <pwd>—The password of the selected account on the remote computer <install_dir>—The folder in which to install the client software on the remote computer (for example, "C:\Program Files\Lexmark\Solutions") Method 2—Customizing a script for remote installation on multiple computers The following script is customized for a single use to install client software on several specific computers.
Page 105: Adding Ldd Printers On A Client Workstation Or Print 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, you can use the PCL or PostScript Lexmark Universal Driver appropriate for your operating system, available from http://support.lexmark.com.
Page 106 When asked to select a printer port, create a new port of the type Lexmark Document Server Port - Enterprise. Type a name for the new port, and then click Next. Note: The port name must be 75 or fewer characters.
Page 107: 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 or fewer characters. Select the same Lexmark Document Server used for the initial port created for the selected LDD printer, and then click Next.
Page 108 Repeat steps 4–9 to create as many additional Lexmark Document Server Printer Ports as desired, assigning each port to the same profile. Make sure all the newly created ports are selected in the ports list Click Apply, and then click Close.
Page 109: Testing And Using Lexmark Document Distributor Solutions
If the desired profile appears on the home screen, then simply touch the icon for the profile. If the desired profile does not appear on the home screen: Touch Held Jobs. Touch Profiles. Testing and using Lexmark Document Distributor solutions...
Page 110: 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 each solution determines the accepted file types.
Page 111: Using Select'n'send
To 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. •...
Page 112 • Drag the file you want to submit to Lexmark Document Distributor onto the file sendservent.exe or a shortcut pointing to that file. The Lexmark Select'N'Send window appears. Select a Lexmark Document Server. If the client software is newly installed, the list is empty. To add a new server: Click Setup.
Page 113: Using Select'n'send From The Command Line
Select whether to associate the scheduled script with a device group or software client group: • To associate the script with a device group: Click DeviceGroup, and then click Next. Select the device group with which the script should be associated, and then click Next. Testing and using Lexmark Document Distributor solutions...
Page 114 If the script uses information supplied in the Additional Options field, type the necessary information. For more information, contact the developer of the solution. Click Next. Enter a start date, and then type the start time. Configure the frequency of the scheduled event, and then click Finish. Testing and using Lexmark Document Distributor solutions...
Page 115: Working With Forms
Working with forms You can use formsets, custom form files used for merging data with standard forms, with Lexmark Document Distributor. After merging data with the formset, it can be printed, sent as an attachment to an e-mail message, or saved to a file.
Page 116: Creating Forms Printers
Creating forms printers A forms printer is a virtual printer in the LDD system to which print queues on other computers can send data files for forms merge. The forms printer can print, e-mail, or save the results, or run a script using the input data. If necessary, install e-forms virtual printer licenses on the LDD system as shown in “Adding an MFP, e-forms virtual printer, or software client license to an existing server”...
Page 117 All models, including those Slow without PostScript support Lexmark Postscript Sends jobs using PostScript Most models Slow with PJL commands Lexmark Printer with PDF Sends jobs using Specific models Faster support unformatted PDF data and PJL commands Lexmark Printer with PDF...
Page 118: Creating Input Queues For Forms Printers
Creating input queues for forms printers On a computer connected to the LDD system, add a new printer using the Printers control panel in Windows. Select a local printer and do not allow Windows to search for Plug and Play printers. Click Next.
Page 119: Providing Load Balancing And Failover For Forms Merge Jobs Using Om Plus
Make sure Do not share this printer is selected, and then click Next. When asked whether to print a test page, select No, and then click Next. Confirm the settings shown, and then click Finish. Providing load balancing and failover for forms merge jobs using OM Plus OM Plus is advanced print management software available from Plus Technologies.
Page 120: Troubleshooting
When the cause of an installation problem is not obvious, you can view the logs that are created during installation to help determine the cause of the problem, and they may help Lexmark Customer Support in assisting to solve your problem.
Page 121: Viewing The Embedded Solutions Diagnostic Log
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 122: Lmc Responds Very Slowly
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 123: Solving Problems With Discovery
Solving problems with discovery Discovery and policy updates run 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. If you have three or more servers in your system, try reducing the Chunk Size using the General service on the Services tab.
Page 124: 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 importing license” message encountered when adding a...
Page 125: The Printer Control Panel Displays "The Ldss Server Is Unavailable
The printer control panel displays "The LDSS Server is unavailable" 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, wait a few minutes, and then try again.
Page 126: 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 was installed.
Page 127: Policy Updates Fail For A Specific Printer
• If you are using custom icons, use smaller files. • Make sure your printer has the latest firmware updates. For more information, contact Lexmark Professional Services. Policy updates fail for a specific printer If Access Controls on an e-Task 2+ printer that are not supported by LDD are secured, the printer remains Out of Policy after a policy update, and the system log contains the message Policy not deployed to xxx.xxx.xxx.xxx.
Page 128: The Printer Only Returns To The Home Screen After Attempting To Execute An Ldd Profile
Type the printer IP address in the address field of your Web browser to access the printer Embedded Web Server. Click Settings  Embedded Solutions. Click Install. Click 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. Click Start Install. Troubleshooting...
Page 129: Solving Problems With Client Software
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 is more than 75 characters, the processes explorer.exe and spoolsv.exe may terminate unexpectedly.
Page 130: Jobs Are Not Sent To The Ldd System When Using Ldd Printers
To 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. Click Run as administrator  Properties. Click Continue. Click the Ports tab.
Page 131 Make sure Spool print documents so program finishes printing faster and Start printing after last page is spooled are selected. Click OK. • If you are using Microsoft Word and a solution always receives a page count of 1, see the Microsoft Knowledge Base articles 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 132: Notices
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 133 "Legal Entity" shall mean the union of the acting entity and all other entities that control, are controlled by, or are under common control with that entity. For the purposes of this definition, "control" means (i) the power, direct or indirect, to cause the direction or management of such entity, whether by contract or otherwise, or (ii) ownership of fifty percent (50%) or more of the outstanding shares, or (iii) beneficial ownership of such entity.
Page 134 (c) You must retain, in the Source form of any Derivative Works that You distribute, all copyright, patent, trademark, and attribution notices from the Source form of the Work, excluding those notices that do not pertain to any part of the Derivative Works; and (d) If the Work includes a "NOTICE"...
Page 135 purpose be included on the same "printed page" as the copyright notice for easier identification within third-party archives. Copyright [yyyy] [name of copyright owner] Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License.
Page 136: Index
85 recovering backup data with a new configuring default report accessing installation 79 options 75 Lexmark Management re-creating LDD printer ports after configuring Kerberos Console 43 an address change 81 authentication on printers 40 Solution Status Page 66...
Page 137 customizing the home screen 91 recovering backup data with a new creating input queues for forms deploying solutions to device installation 79 printers 118 groups 91 re-creating LDD printer ports after providing failover for forms merge disabling validation of eSF an address change 81 jobs using printer pooling 119 application deployment 96...
Page 138 18 Log 121 clustering 30 system sizing guidelines 28 installation 120 servers 34 Lexmark Document Server Port server 120 silently 36 adding LDD printers on a client installing LDD workstation or print server 105 supported ECM platforms 17...
Page 139 LDD system 20 recovering backup data with a new ports used by the LDD system 20 print queues installation 79 new Lexmark Document Server using LDD print queues 110 rehosting licenses 65 ports cannot be created 129 print server...
Page 140 101 supported printers 14 servers 52 importing a list of software system administration replacing 54 clients 101 Lexmark Management setting online or offline 52 troubleshooting 129, 130 Console 13 troubleshooting 124 understanding setup 100 system components 10 viewing and changing status 52...
Page 141 120 Lexmark Document Server viewing version information 52 port 129 virtual printer license Lexmark Document Server port understanding installation adding to an existing server 63 cannot be created or edited in types 26 Windows Vista or Windows...

This manual is also suitable for:

X792 X925 C925

Lexmark C792 Administrator's Manual

Edition Notice

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

Working with Forms

Troubleshooting

Notices

Index

Quick Links

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Summary of Contents for Lexmark C792

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Table of Contents