Lexmark 634dte - X B/W Laser Administrator's Manual
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Lexmark 634dte - X B/W Laser Administrator's Manual

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Lexmark Intelligent Capture
Administrator's Guide
May 2012
www.lexmark.com

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Summary of Contents for Lexmark 634dte - X B/W Laser

  • Page 1 Lexmark Intelligent Capture Administrator's Guide May 2012 www.lexmark.com...

  • Page 2: Table Of Contents

    Supported ECM platforms........................17 Installing Lexmark Intelligent Capture............18 Minimum and recommended system requirements................18 Avoiding conflicts with other software....................21 Ports used by the Lexmark Intelligent Capture system................21 Activating Lexmark Intelligent Capture licenses..................22 Understanding installation types......................26 Installing a workgroup system.........................27 Configuration type for workgroup systems ......................27 Installation overview for a workgroup system ....................27...
  • Page 3 Contents Installing Lexmark Intelligent Capture components silently..............40 Using Kerberos authentication........................41 Configuring Kerberos authentication on printers .....................41 Configuring Lexmark Intelligent Capture servers for Kerberos authentication ..........43 Monitoring and maintaining the system.............44 Using Lexmark Management Console.....................44 Accessing Lexmark Management Console......................44 Changing the administrator user name ......................45 Changing the administrator password......................45...
  • Page 4 Recovering backup data with a new installation ....................87 Installing new servers during recovery ......................88 Connecting existing servers during recovery ....................88 Recreating Lexmark Intelligent Capture printer ports after an address change..........89 Manually backing up databases........................90 Managing solutions..................91 Understanding the solution deployment process...................91...
  • Page 5 Contents Uploading solutions to the Lexmark Intelligent Capture system............91 Configuring global solution settings......................92 Editing local settings for a deployed or assigned solution..............92 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...
  • Page 6 Installing client software on a Microsoft Cluster Server...............115 Adding Lexmark Intelligent Capture printers on a client workstation or print server......115 Configuring a Lexmark Document Server port in Windows 7, Windows Vista, Windows Server 2008, or Windows Server 2008 R2....................117 Increasing Lexmark Intelligent Capture print queue availability using printer pooling......118 Testing and using Intelligent Capture solutions.........119...
  • Page 7 An expected icon does not appear on the home screen after solution deployment ........132 Policy updates failed for a printer ........................133 The printer only returns to the home screen after attempting to execute an Lexmark Intelligent Capture profile ............................134 The solution stops responding........................135 The solution cannot connect to the network ....................135...

  • Page 8: Lexmark Intelligent Capture Overview

    Note: For more information on the integration of these parts, see the Lexmark Intelligent Capture Integration Guide. 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, Intelligent Capture can add the following functions through the use of scripts: •...

  • Page 9: Document Capture

    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. Documents are also captured using the new functions such as the directory watcher and e‑mail watcher.

  • Page 10: Reliability, Scalability, And Disaster Recovery

    Workflow solutions A workflow solution determines the specifics of each stage of a job in Lexmark Intelligent Capture to meet a business need. A workflow solution usually provides a new profile, or type of job a user can initiate, on a printer or software...

  • Page 11: Client Software

    Client software Client software is used to submit files from a Windows computer to the Lexmark Intelligent Capture system for processing. A computer that uses client software is known as a software client. Lexmark Intelligent Capture can process documents submitted through client software in the same way as documents scanned at a printer.

  • Page 12: Lexmark Management Console

    – Configure the nonprompting profiles in the SDK with a property in the SDK that specifies that the profile does not prompt. This helps improve the performance of a Lexmark Intelligent Capture port assigned to a nonprompting profile. Lexmark Management Console Lexmark Management Console (LMC) provides system administration for Lexmark Intelligent Capture.

  • Page 13: System Setup Overview

    2 printers. • During the first policy update after installation or a software patch, Lexmark Intelligent Capture installs an Advanced Prompting Bundle (AP Bundle) eSF application on e‑Task 2, e‑Task 2+, and e‑Task 3 multifunction and single‑function printers, and on X642 multifunction printers.

  • Page 14: Multifunction Printers

    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. These printers support Simplified Chinese prompting.
  • Page 15 Lexmark Intelligent Capture overview e‑Task 2 printers without a touch screen e‑Task 2+ printers with a touch screen Supported • • ArrayPrompt ArrayPrompt prompts • • AuthenticationPrompt (requires a AuthenticationPrompt (requires a supported card reader) supported card reader) • •...
  • Page 16 These printers support Simplified Chinese, Traditional • C732x Chinese, Korean, and Japanese prompting. • C734x • For more information about the latest device and firmware level support with Lexmark Intelligent • C736x Capture, see the Readme file. • C780x • C782x •...

  • Page 17: Supported Ecm Platforms

    Integration with ECM systems may require specific licenses. • For ECM platforms not capable of direct integration, Lexmark Intelligent Capture can save documents and a text file containing metadata, to a directory where an ECM system is configured to poll for files.

  • Page 18: Installing Lexmark Intelligent Capture

    Installing Lexmark Intelligent Capture Installing Lexmark Intelligent Capture 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 Intelligent Capture 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

    Communication using the following ports should be allowed on the network. Notes: • Ports depend on the implementation of each Lexmark Intelligent Capture system and may differ from the listing shown here. • Any ports used by forms printers are determined by the Lexmark Intelligent Capture administrator.

  • Page 22: Activating Lexmark Intelligent Capture Licenses

    Activating Lexmark Intelligent Capture 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 Activate and download the license for your Lexmark Intelligent Capture server system: Select the line for the product Lexmark Intelligent Capture 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 Lexmark Intelligent Capture with your printers: Select the line for the product Lexmark Intelligent Capture MFP License, and then click Activate. In the first Host ID field, type the host ID determined in step 3.
  • Page 25 Note: Use a file name different from any other saved license files so they are not overwritten. Click Complete. If you are using software clients with your Lexmark Intelligent Capture system, then activate and download the license for software clients: Select the line for the product Lexmark Intelligent Capture Client License, and then click Activate.

  • Page 26: Understanding Installation Types

    Two types of Lexmark Intelligent Capture systems can be installed: • Workgroup system—This is a Lexmark Intelligent Capture installation with a packaged solution for smaller systems. Installing a workgroup system quickly installs the database, load balancer, and one server on one computer, and a solution is installed during the installation.

  • Page 27: Installing A Workgroup System

    Server Installation overview for a workgroup system Configure the computer where to install Lexmark Intelligent Capture on the network. Activate and download licenses. Install Lexmark Intelligent Capture using a workgroup installation. Change the administrator password, and optionally, the administrator user name.

  • 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 Intelligent Capture can be installed using the following hardware configurations: Configuration Description Advantages Disadvantages 1‑N...
  • Page 29 Installing Lexmark Intelligent Capture 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 Using multiple systems for high availability When configuring multiple Lexmark Intelligent Capture systems, you can connect them to a hardware load balancer or Global Site Selector (GSS) to provide high availability, without using clustering, as well as increased capacity.

  • Page 31: System Sizing Guidelines

    Cookie-based session persistence must be disabled. This is needed in case one of the Lexmark Intelligent Capture systems is down. If this is enabled, then LMC may not work properly when one of the Lexmark Intelligent Capture systems is down.

  • Page 32: Installation Overview For An Enterprise System

    Installation overview for an enterprise system Select a system configuration, and then configure the appropriate hardware on the network. Make sure the time on all computers used in the Lexmark Intelligent Capture system is synchronized using a Network Time Protocol (NTP) server.

  • Page 33: Using Oracle Database With Lexmark Intelligent Capture

    The internal Lexmark Intelligent Capture database is not installed. For Lexmark Intelligent Capture to work with Oracle, six databases should be created before the load balancer and server are installed. To help the database administrator create these databases, Lexmark Intelligent Capture includes the following in the installation package: •...

  • Page 34: Installing The Database And Load Balancer Without Clustering (Configurations 1, 1-N, And 1-1-N)

    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 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)

    Installing the database and load balancer with clustering (configurations X‑N, and X‑Y‑N) Notes: • Before installing Lexmark Intelligent Capture, set up the failover clusters using Microsoft Windows Server Clustering Services. • Make sure to set up all firewall exceptions on all physical and logical nodes in the cluster before installing Lexmark Intelligent Capture.
  • Page 36 Run the batch files (2008-cluster-*.bat) by typing the batch file name and then pressing Enter. Note: If you are using an Oracle database for Lexmark Intelligent Capture, then do not run the Lexmark Intelligent Capture DB firewall batch file (2008-cluster-firewall-config-DB.bat).
  • Page 37 For installation on a cluster, the location of the database can be set most conveniently during installation. If the database is moved, then you must uninstall, and then reinstall the load balancer, or contact Lexmark Professional Services to assist in modifying your current installation.

  • 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 installation package. From the Lexmark Solutions installation window, click Install Enterprise System > Install Server.

  • Page 39: Antivirus Policy Requirements And Recommendations

    Load balancer server or database server (or only the database server if the load balancer is installed on another server) • \Lexmark\solutions\firebird\data • \Lexmark\solutions\Apache2\logs • \Lexmark\solutions\Apache2\htdocs\apachewebdav – All Tomcat transaction servers (\Lexmark and all subfolders) If this is not allowed, the following folders must be excluded: • \Lexmark\Solutions\tomcat\temp • \Lexmark\Solutions\tomcat\logs • \Lexmark\Solutions\tomcat\webapps\webdav and all subfolders •...

  • Page 40: Installing Lexmark Intelligent Capture Components Silently

    If you are running the system on a virtualized server environment, then make sure full virus scans and virus definition updates on all virtual machines on the same virtual machine hosts as the Lexmark virtual machine servers are scheduled to run during off‑peak hours.

  • Page 41: Using Kerberos Authentication

    Using Kerberos authentication If a user logs on at a printer using Kerberos, the credentials can be used by the Lexmark Intelligent Capture system to manipulate files on the network and interact with ECM systems on behalf of the user.
  • Page 42 = 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 Lexmark Intelligent Capture system. For more information about configuration files, see the Kerberos documentation.

  • Page 43: Configuring Lexmark Intelligent Capture Servers For Kerberos Authentication

    The Lexmark Intelligent Capture server requesting a ticket must have the KDC address and realm available in order to request a Kerberos ticket. Often, the KDC address and realm can be determined from the ticket forwarded from the printer.

  • Page 44: 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 45: 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 46: 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 47 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 48: 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 49: 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 50: Solutions Tab Tasks

    Monitoring and maintaining the system Task Description Summary When one device is selected, it displays the following device information: • Address • Host name • List of device groups to which the device belongs • List of solutions deployed on the device •...

  • Page 51: E-Forms Tab Tasks

    Monitoring and maintaining the system Task Description Displays a list of the formsets associated with the selected solution EForms Displays a list of eSF applications associated with the selected solution Displays a table of the jobs that utilize the selected solution Jobs Displays a table of the events and messages generated by the selected solution This task is not available when All Solutions is selected in the Solutions list.

  • Page 52: System Tab Tasks

    Monitoring and maintaining the system System tab tasks Task Description System Status This shows a table that lists all servers in the system, and the corresponding server address, host name, status, license, number of running tasks, CPU usage, memory usage, network load, and thread count for each server.

  • Page 53: Understanding The Status Bar

    Monitoring and maintaining the system Home tab Description section Device Groups Lists all device groups that have been created. A yellow exclamation mark icon appears on the icon of a device group that contains out‑of‑policy printers. Clicking a device group in the list links to that device group on the Device Groups tab.

  • Page 54: Viewing Information Summaries For Lexmark Intelligent Capture Elements

    Monitoring and maintaining the system Viewing information summaries for Lexmark Intelligent Capture 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.

  • Page 55: 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 56: Viewing Version Information

    Managing the Lexmark Intelligent Capture 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 57 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. Configure the task: •...

  • Page 58: Configuring The Confirmation Page

    Monitoring and maintaining the system Configuring the confirmation page When a job is completed, a confirmation is automatically delivered through 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 59: 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 are installed. (The default is C:\Program Files\Lexmark \Solutions\InstallHelper.)

  • Page 60: 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. Before restarting the Lexmark Solutions Application Server, set the server offline on the System tab in LMC. Make sure the server is offline before proceeding.

  • Page 61: Uninstalling Lexmark Intelligent Capture Components

    On the primary node in each cluster, close all unnecessary applications, and make sure no applications are using the shared drive where Lexmark Intelligent Capture components are installed. In the Cluster Administrator, move all cluster resources to the primary node where the system components are originally installed.

  • Page 62: 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 Lexmark Intelligent Capture 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 Lexmark Intelligent Capture support and provides prompting capabilities, held jobs support, and security support for printers with Lexmark Intelligent Capture.

  • Page 63: Managing System Performance

    Note: If there are new changes made to the config_EmailWatcher.properties and l4j_EmailWatcher.xml, then you need to restart the Lexmark E‑mail Watcher service from the Windows Services control panel. Make sure to add the IP address of the load balancer in LMC. From the Software Client Groups tab in LMC, select a software client group, then click Client Profiles, and then add the IP address.

  • 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 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

    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 Intelligent Capture 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 Intelligent Capture 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 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

    Monitoring and maintaining the system To save the report to a file: Select the Save To check box. Click beside the Save To field. Type a destination folder path using either a local drive letter or a UNC path for a network share. If the folder is located on a network share that requires authentication, then type the network share user name and password.

  • 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 the system 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 the system 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

    Monitoring and maintaining the system Creating custom reports Lexmark Intelligent Capture uses JasperReports for custom reports. You can create custom reports using the open source application iReport 3.5.2, available from http://jasperforge.org/ireport. For more information about overall report design, see the documentation for iReport.
  • Page 85 Monitoring and maintaining the system • TASK_NAME—This is the name of the task. • 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

    Scheduling automatic backups You can back up the databases and solutions in an Lexmark Intelligent Capture system to a network share. In the event a recovery is necessary, a new system can access the recovery data using Restore Install. You can direct existing servers from a partially failed system to the new load balancer and/or database, or you can install new servers.

  • Page 87: Recovering Backup Data With A New Installation

    Assigning a backup folder for each Lexmark Intelligent Capture system prevents an existing data from being overwritten by another system. This also helps you identify from which Lexmark Intelligent Capture system the backup data belongs to.

  • 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 Lexmark Intelligent Capture Printer Ports After An Address Change

    If the new load balancer is identified by a new IP address or fully qualified domain name after a recovery, then you must recreate any Lexmark Intelligent Capture printer ports on software clients. In the printers control panel in Windows, right‑click a Lexmark Intelligent Capture print queue, and then click Properties.

  • Page 90: Manually Backing Up Databases

    Click Close. Manually backing up databases You can back up the Lexmark Intelligent Capture databases using any normal Firebird backup procedure. For manual backups, you can use GBAK.exe, located in the \Lexmark\Solutions\firebird\bin\ folder within the folder where the Lexmark Intelligent Capture load balancer or database is installed.

  • Page 91: Managing Solutions

    (Select a solution, and then a software client group client group click Edit.) Uploading solutions to the Lexmark Intelligent Capture system Click the Solutions tab. Select All Solutions from the Solutions list. Click Install/Upgrade.

  • Page 92: Configuring Global Solution Settings

    For more information, see“Viewing and changing server status” on page 56. • 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

    Note: Lexmark Intelligent Capture can only manage eSF application settings for e‑Task 2+ and e‑Task 3 printers. You must configure eSF application settings for e‑Task 2 and X642 printers using the Embedded Web Server on each printer after the application is deployed.
  • 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 IP address 10.10.2.100 IP address range 10.10.2.1‑10.10.2.127 Subnet 10.10.2.* 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 <snmpRead>public</snmpRead> <snmpWrite>public</snmpWrite> <contactName>Don Joseph</contactName> <contactLocation>Office 2B</contactLocation> <serialNumber>1234567890</serialNumber> <propertyTag>ABC789</propertyTag> <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.

  • Page 99: Discovering Missing Printers

    Managing device groups and devices Discovering missing printers If a printer is offline during a discovery, then it will be identified as missing. Click the Device Groups tab. Select a device group from the Device Groups list, or select All Device Groups to discover missing printers in multiple device groups.

  • Page 100: Deploying Solutions To A Device Group

    Managing device groups and devices Deploying solutions to a device group Deploying a solution to a device group creates profiles on the printers in the group that allow users to execute jobs using the solution. Note: It is recommended to set servers offline before deploying solutions to device groups to prevent execution of associated profiles before you have completed configuration.
  • Page 101 Managing device groups and devices Configure a button on the home screen: • For multifunction and single‑function printers with a touch screen (e‑Task 3, e‑Task, e‑Task 2, e‑Task 2+, X642, SFP e‑Task 2+, and SFP e‑Task 3): Select the number of buttons to include from the Layout menu: –...
  • 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 Show a list of Profiles Profiles Profiles profiles Execute a Single Profile Single Profile Single Profile Single Profile specific profile Override a –...
  • Page 103 Managing device groups and devices Functions Available selections for each device class SFP e‑Task 3 SFP e‑Task 2+ X642 Execute a printer Shortcut Shortcut Shortcut shortcut Provide a App Reservation Placeholder – App Reservation placeholder for an – Placeholder eSF application icon Note: LMC cannot access eSF application icons directly.
  • Page 104 Managing device groups and devices – If you selected App Reservation, then type the profile name of the eSF application that will use the button. The graphic that appears on the button is the default graphic of the action. If you want to select a custom graphic for any action except Placeholder or App Reservation, then do the following: Click Custom.

  • Page 105: 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 106: 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 107: Using The Devices Tab

    Device Groups tab, which lets you configure a common home screen to be deployed during a policy update and only provides access to Lexmark Intelligent Capture profiles. Accessing the home screen configuration for specific devices may be helpful for the following tasks: •...

  • Page 108: 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 109 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 110: 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 111: Understanding Dynamic Prompting Support

    The Solution Status Page cannot be associated with a software client group. Note: Separate client licenses are required for using software clients in Lexmark Intelligent Capture. For more information about adding licenses to an existing system, see “Adding an MFP, e‑forms virtual printer, or software client license to an existing server”...

  • Page 112: Understanding Software Client Setup

    When using Lexmark Document Server Ports, add print queues assigned to the appropriate Lexmark Document Server Port on each client computer or print server. Note: Lexmark Intelligent Capture does not configure a Lexmark Intelligent Capture port on a print server to use a profile or script that prompts.

  • Page 113: Creating And Populating Software Client Groups

    Managing software clients Creating and populating software client groups Creating a software client group Click the Software Client Groups tab. Click Add from the Software Client Groups list. 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 114: 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 the Lexmark Document Server Printer Port check box. Click Finish, and then allow the installation to complete.

  • Page 115: Installing Client Software On A Microsoft Cluster Server

    After installing the client software, you must create a separate Lexmark Document Server Printer Port for each profile you want to use on a Lexmark Intelligent Capture server, and you must create a print queue assigned to that port. Make sure you have installed the print driver that will be used with the Lexmark Document Server Printer Port.
  • Page 116 Select a profile on the server to use with the new port, and then click Next. Notes: • Do not configure a Lexmark Intelligent Capture port on a print server to use a profile that prompts. Prompting profiles should be used only on client computers. •...

  • Page 117: Configuring A Lexmark Document Server Port In Windows 7, Windows Vista, Windows Server 2008, Or Windows Server 2008 R2

    Note: If you are using Windows 7 or Windows Servers 2008 R2, then click Add Printer. Follow the instructions on the computer screen, clicking Continue for any User Account Control prompts. For more information, see “Adding Lexmark Intelligent Capture printers on a client workstation or print server” on page 115.

  • Page 118: Increasing Lexmark Intelligent Capture Print Queue Availability Using Printer Pooling

    Increasing Lexmark Intelligent Capture print queue availability using printer pooling You can use printer pooling for a Lexmark Intelligent Capture print queue on a print server in order to efficiently provide a single print queue to several users and avoid backups when large jobs are submitted.

  • Page 119: Testing And Using Intelligent Capture Solutions

    Testing and using Intelligent Capture solutions Testing and using Intelligent Capture 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. If the profile that you want appears on the home screen, then touch the icon for the profile.

  • Page 120: Using Lexmark Intelligent Capture Print Queues

    Using the Select'N'Send GUI The GUI version of Select 'N' Send is useful for providing users access to a selection of Lexmark Intelligent Capture profiles and allowing users to submit a variety of documents and document types to the Lexmark Intelligent Capture system.
  • Page 121 • From a Windows Explorer window, right‑click the file you want to submit toLexmark Intelligent Capture, 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 Intelligent Capture, and then press Enter.
  • Page 122 Testing and using Intelligent Capture solutions • Drag the file you want to submit to Lexmark Intelligent Capture 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 123: Using Select'n'send From The Command Line

    Lexmark Intelligent Capture server. filename—This is the path and file name of the file to be submitted to the Lexmark Intelligent Capture system. Note: The specified file is submitted to the system in its current format. Each solution script determines which file types are acceptable.
  • Page 124 Testing and using Intelligent Capture 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 125: 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 126: Viewing The Embedded Solutions Diagnostic Log

    Viewing logs Viewing the Embedded Solutions Diagnostic Log All activity for 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 127: Troubleshooting

    Troubleshooting Troubleshooting Solving problems with LMC The browser displays a 5yy error when accessing LMC When services are starting on the 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 128: 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 129: 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 system components to make sure all necessary communication is allowed. Make sure other network traffic is not reducing bandwidth during discoveries and policy updates.

  • Page 130: Solving Server And Printer Problems

    “Adding an MFP, e‑forms virtual printer, or software client license to an existing server” on page • Check your proxy, firewall, and other network settings across the Lexmark Intelligent Capture system to make sure communication is allowed among components.

  • Page 131: 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 Lexmark Intelligent Capture system is first booted. If the system was recently booted, then wait a few minutes, and then try again.

  • Page 132: Kerberos Authentication Is Not Working

    Reinstall all components. Kerberos authentication is not working Make sure the date and time are correct and synchronized on the printer, Lexmark Intelligent Capture server, and KDC sever. To log Kerberos debug messages from the Java Virtual Machine on each server, add the line ‑Dsun.security.krb5.debug=true to the Windows registry key HKEY_LOCAL_MACHINE\SOFTWARE\Apache...

  • Page 133: 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 the system are secured, then the printer remains marked “Out of Policy”...

  • Page 134: The Printer Only Returns To The Home Screen After Attempting To Execute An Lexmark Intelligent Capture Profile

    If the Advanced Prompting Bundle is not installed or running, then the printer appears to be in policy after a policy update, but the printer may only return to the home screen when you attempt to execute an Lexmark Intelligent Capture profile.

  • Page 135: 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 the server is installed, and then click Open.

  • Page 136: System Processes Terminate Unexpectedly When Creating A Lexmark Document Server Port

    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 if the port name used has more than 75 characters, then the processes explorer.exe and spoolsv.exe may terminate unexpectedly.

  • Page 137: Select'n'send Cannot Send Files To Lexmark Intelligent Capture

    Make sure one of the listed licenses applies to clients and is not expired. For more information, see “Activating Lexmark Intelligent Capture licenses” on page 22. Make sure a solution has been properly deployed to a software client group containing the software client.

  • Page 138: Notices

    © 2012 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 139 Notices Government end users (a) only as Commercial Items and (b) with only those rights as are granted to all other end users pursuant to the terms and conditions herein. 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...
  • Page 140 Notices "You" (or "Your") shall mean an individual or Legal Entity exercising permissions granted by this License. "Source" form shall mean the preferred form for making modifications, including but not limited to software source code, documentation source, and configuration files. "Object"...
  • Page 141 Notices purposes only and do not modify the License. You may add Your own attribution notices within Derivative Works 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...

  • Page 142: Index

    Console 44 software 21 Select'N'Send 123 accessing LMC communication troubleshooting 127 ports used by Lexmark Intelligent accessing the Solution Status Capture system 21 backup Page 74 communications scheduling 86 accessing the System Health...
  • Page 143 96 viewing device group profile document classification 8 creating custom reports settings 55 document extraction 8 using special Lexmark Intelligent viewing software client group document processing 9 Capture parameters 84 profiles 55 document routing 9...
  • Page 144 55 using, for custom reports or process jobs 65 viewing 54 Lexmark Intelligent Capture print configuring chunk size 66 jobs are not sent to the Lexmark queues inaccurate page counts Intelligent Capture system 136 using 120 troubleshooting 137...
  • Page 145 71 multifunction printers supported by Capture system 21 adding an MFP license to an Lexmark Intelligent Capture 13 ports used by Lexmark Intelligent existing server 71 multiple systems Capture system 21 adding licenses to a server 78...
  • Page 146 40 troubleshooting 137 removing a report 83 single‑function printers supported using from the command line 123 removing devices from the by Lexmark Intelligent Capture 13 using the GUI 120 system 108 SMTP server Select'N'Send cannot send files to removing non‑communicating...
  • Page 147 132 settings 91 Lexmark Document Server port 136 jobs are not sent to the Lexmark understanding the solution Intelligent Capture system 136 system requirements 18 deployment process 91 avoiding conflicts with other...
  • Page 148 Lexmark Intelligent Capture 137 server 69 installing system components 27 server log contains Quartz uploading solutions to the Lexmark workgroup systems errors 131 Intelligent Capture system 91 installation overview 27 servers 130...

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