PaperCut is designed to Authenticate a user by their Logon
credentials. However a common set up in many design firms is
that all PC's or MAC's are logged on with a Generic Machine Name
Login as illustrated below.
|
|
|
|
|
MAC 1 |
MAC 2 |
Mac 3 |
In this case we need to set up PaperCut to allow Users to
authenticate themselves.
This document gives an example of three MAC's logged in as
MAC1, MAC2, MAC3 and several Users requiring Print
Authentication.
The first step is to ensure that all of these user
accounts are created on the MAC you are installing the PaperCut
software on.
See the illustration above for an example.
To add new user accounts, select the Apple in the top left
corner of the MAC Screen, then select Preferences, then
Accounts.
Note, you will need Administrator Privileges to add new
accounts.
Installation.
Download the PaperCut MF Installation Package and save to
the Desktop.
Open the Installation Package and the following Installers
are available.
Select the PaperCut MF Standard Installation Package and
Double Click to start the installation process.
The installation will begin. Select Continue and keep
selecting the defaults.
Once the Installer has completed the installation process
you will be presented with the Installation Configuration
Wizard.
Select a Password for the Admin Account. The Admin Account
will be used to administer all facets of the PaperCut
Installation.
Select a Default Page Cost
Select an Initial User Credit. In a Design Company you
generally would not be charging to a personal account or setting
this type of restriction so leave the value blank and remove the
tick from the "Deny access.." check box.
The next section allows the import of all the users you
have set up before the installation.
All options have now been set so click finish to finalise
the installation.
PaperCut MF Configuration
Once the installation has completed
you will be logged into the user interface.
Monitoring and Ignoring Printers
Select the Printers Tab and you will
see that your printers have been automatically add to the
PaperCut List of Monitored Printers.
The list of monitored printers is
configured when installing PaperCut MF. To change the list of
monitored printers, run the script at /Applications/PaperCut
MF/Control Printer Monitoring.command. Please read the script's
instructions carefully and ensure that the Print Setup Utility
is closed/quit when running this script.
To delete a printer:
Double click on the Control Printer
Monitoring.command script.
Choose to disable monitoring on the
printer(s) to delete.
If the printer data is no longer
required for reporting purposes, log into PaperCut MF's admin
interface and select the Printers section, then click on the
printer to be removed and select Delete printer from the Actions
list.
Test the changes by printing to the
deleted printer and ensuring the printer does not re-register
itself in the system. It if does, verify that it is not being
monitored using Control Printer Monitoring.command.
Importing Job Codes
Before we import the list of job
codes we need to ensure that there will not be any restrictions
in place.
To do this select the Accounts Tab
and the Select the Template Account.
Now select All Users from the Drop
Down List and then click Add. This will then allow all users to
select any of the Job Code.
The next step is to import the Job
Codes. The following table gives an overview of the fields
required/available.
|
No. |
Field |
Description |
Optional? |
Limitations |
|
1. |
Parent Account Name |
The name of this account's parent. When creating a
top level account, leave the sub-account name blank (and
this will be the account's name). |
Mandatory |
Max. 255 characters |
|
2. |
Sub-account Name |
When creating a sub-account (1 level deep only),
enter its name here. |
Optional - account will be top level if blank |
Max. 255 characters |
|
3. |
Enabled |
Whether or not this account is enabled. (Y/N where
Y = YES, and N = No). |
Optional - account will be enabled if blank |
|
|
4. |
Account PIN/Code |
The account PIN/Code. For parent accounts, the
code must be unique for all parent accounts. For
sub-accounts, the code must unique amongst accounts with
the same parent account. |
Optional - PIN not set if blank |
Max. 50 characters |
|
5. |
Credit Balance |
The account balance. |
Optional - Balance set to 0 if blank |
A number with no currency symbol or separators,
using a full stop for the decimal separator.
Correct: 1.23
Incorrect: $1.23 or 1,23 or 1,023.00 |
|
6. |
Restricted Status |
The account's restricted status. (Y/N where Y =
YES, and N = No). |
Optional - if blank, set to a configurable default |
|
|
7. |
Users |
The usernames of users that are allowed to use the
account. The list of users is pipe (|) delimited. To
specify that all access users should be removed, enter a
hyphen (-). |
Optional - users are not updated if blank |
No real limit, but if there are many users
consider using an access group instead |
|
8. |
Groups |
The groups that are allowed to use the account.
The list of groups is pipe (|) delimited. To reference
the special 'All Users' group, use the syntax [All
Users]. To specify that all access groups should be
removed, enter a hyphen (-). |
Optional - groups are not updated if blank |
|
|
9. |
Invoice Option |
The invoicing option defines how prints allocated
to this account are invoiced. Available values are:
ALWAYS_INVOICE - prints allocated to this account
are always invoiced
NEVER_INVOICE - prints allocated to this account
are never invoiced
USER_CHOICE_ON - it is up to the user whether or
not to invoice prints allocated to this account. The
default is yes.
USER_CHOICE_OFF - it is up to the user whether or
not to invoice prints allocated to this account. The
default is no. |
Optional - set to USER_CHOICE_ON if blank |
|
|
10. |
Comment Option |
The comments option defines whether or not
comments should be added to prints allocated to this
account. Available values are:
NO_COMMENT - comments may not be added
COMMENT_REQUIRED - comments must be added
COMMENT_OPTIONAL - it is up to the user whether or
not to add a comment |
Optional - set to COMMENT_OPTIONAL if blank |
|
|
11. |
Notes |
Notes about the shared account (placed in the
Notes field). |
Optional - notes not set if blank |
Max. 2000 characters |
You can create the list using Excel,
but then save as a Tab Delimited Text File. The file may look
something like:
ADAMMSON G & J
N
4
ADAMMSON G & J
Annual Compliance-Financial
Statements Y
5
ADAMMSON G & J
Annual Compliance-Taxation
Y
6
ADAMMSON G & J
Tax Return 2002
Y
25
ADAMMSON G & J
Tax Return 2003
Y
27
ADAMMSON G & J
Annual Financial Statements-2004
Y
30
ADAMMSON G & J
Annual Taxation-2004
Y
34
ADAMMSON G & J
Tax Return 2004
Y
28
ADAMMSON Joan
N
6
ADAMMSON Joan
Annual Compliance-Financial
Statements Y
5
ADAMMSON Joan
Annual Compliance-Taxation
Y
6
ADAMMSON Joan
Business Consultations
Y
12
ADAMMSON Joan
Other Tax
Y
8
ADAMMSON Joan
Tax Return 2002
Y
25
You are now ready top import the Job
Codes. Select Accounts then the Batch Import / Update as
illustrated below.
Choose the file. It is a good idea to
first select Test to ensure that there are not any errors.
Customising the Users.
The next step is to customise the
users. In our example we have three logins called MAC1, MAC2,
MAC3. These need to be set as Unauthenticated Users. When set to
Unauthenticated Users, When PaperCut sees a Job from one of
these User Accounts it will know that it is just a Workstation
Name and then send a Popup to the Workstation asking for User
Verification.
To set these users as Unauthenticated
Users, Select the Users Tab, Select the MAC1 User then scroll
down the page to "Advanced Options", Check the Box
"Unauthenticated User" and then scroll to the bottom of the page
and click Apply. Do this for each Workstation Login.
The last user configuration setting
is to set the users so they get either the Advanced or Standard
Popup. In this example we will select the Advanced Popup.
Select Users Tab and from the left
menu select "Bulk User Actions"
Select All Users then scroll down to
Change Settings.
Select "Change Account Selection" and
then select "Show the Advanced popup".
Select Apply to confirm the changes.
Running the Client.
To run the Popup, slect the path as
illustrated below and double click on PCClient.
Note: This should be added to the
Startup Group so it will automatically run when the MAC is
logged on.
Example Print Sequence.
To test that the system is working
correctly, select Print from an application.
You will get the Print Dialogue Box.
Select Print and then you will be
prompted to Login with your Username and Password.
Once you are verified as a valid user
you will be prompted to select a Job Billing Code.
Advanced Popup.