Connector for PaperCut Manual

Transcription

1 Connector for PaperCut Manual Contents 1 Overview Consistency Integration Security Installation Requirements Requirements Device Type Compatibility Installation and Setup Device Configuration Optional Device Configuration Configuration for USB Card Readers Automatic Log Out Managing USB Storage Media Installation of Connector for PaperCut Optional Settings for the Connector for PaperCut Automated device configuration Login to device as device s local admin Additional Network Security (optional) Card Reader support Placing PaperCut button on MFD s home screen Configuring secure network communication Preparing PaperCut server s digital certificate Preparing OKI device s digital certificate Configuring for secure communication Upgrading to a newer version of Connector Post-install testing Test Preparation Scenario 1: Standard copying Scenario 2: Copying with account selection Scenario 3: Print release Scenario 4: Scanning and faxing Configuration Copyright 2016 Oki Data Corporation, All Rights Reserved.

2 6.1 Device Function Authentication Methods Advanced Configuration Config Editor Configuring Swipe Card Readers Customizing the Header Logo Customizing the Header Text Color Uninstalling Known Limitations Controlling USB jobs Zero-stop by Scan/Fax Charging to shared account by Scan/Fax Hard power off during printing incoming FAX Waking up the touchscreen User name conflicting with MFD s internal user Cancelling Zero Stop job FAQs & Troubleshooting Device s touch screen shows device s native authentication screen Why would a card reader not work? I have thousands of client names and billing account codes. Will the system handle this? Why pressing hardware button for device function beeps even after a user is authenticated? The current login user is not a papercut user, what does this mean? What happens if I use printer driver s Secure Print option? Card reader doesn t seem to be recognized by MFD Copyright 2016 Oki Data Corporation. All Rights Reserved. 2 of 43

3 This manual covers the Connector for PaperCut software for Oki Data Multi-Function Devices setup. For general PaperCut MF documentation, please refer to the PaperCut product documentation. Copyright 2016 Oki Data Corporation. All Rights Reserved. 3 of 43

4 1 Overview OKI, an approved Integrated Technology partner for PaperCut Software, have developed a solution, Connector for PaperCut, which integrates with PaperCut MF. The software provides device access control, copy tracking and print job release via your familiar OKI touchscreen. OKI customers can control user access to their device, provide secure print release, track copy, print, scanning and fax activity and report on all user and device activity as a part of a total PaperCut MF solution. The OKI integration with PaperCut MF combines the advanced copy, scan, fax and print features with: Secure access to device functions End user authentication including integration with single sign-on environments Monitoring and control of photocopying, scanning and faxing (quotas, charging, allocation and logging) Allocation of copying, scanning and faxing to accounts/departments/cost-centers/projects Release jobs from a hold/release queue (Secure & Find Me Printing) Group based access control: Limit access to color copying, the device as a whole, or to selected user groups Self-associate swipe cards with domain user accounts directly at the device Streamlined interface throughout Self-association and print release are possible as part of the device login This manual provides an overview of the installation, configuration and operation of Connector for PaperCut for OKI MFD (Multi-Function Device) solutions. Highlights of the embedded solution include: 1.1 Consistency Connector for PaperCut is carefully designed to provide a user experience that is as close to other embedded PaperCut solutions as possible. This ensures that the MFD interface is consistent among brands and users only have to learn one system. 1.2 Integration PaperCut is a single integrated solution where print, copy, scan and fax control are all managed by one system. Users have a single account and administrators have the same level of reporting and administration for all services. The Connector for PaperCut interacts with the PaperCut server through OKI s sxp2 open API platform using web services based protocols. 1.3 Security A large percentage of PaperCut s user base is in educational environments where security is important. The Connector for PaperCut is developed with security in mind. Where security objectives cannot be satisfied, the deficiencies are fully disclosed. Copyright 2016 Oki Data Corporation. All Rights Reserved. 4 of 43

5 2 Installation Requirements This section covers the installation of the Connector for PaperCut for compatible OKI MFDs. This application will enable MFD access control, secure printing and Find-Me printing, and allow logging and control copying, scanning and faxing. For information on just tracking network printing see the PaperCut MF user manual. 2.1 Requirements Before installing the Connector for PaperCut for OKI devices, ensure that basic monitoring of network printing has been setup up and tested for this device. Additionally, please ensure that the following actions are taken before getting started: The PaperCut server is installed and running on your network. Please see the Introduction -> Quick Start Guide section of the PaperCut user manual for further assistance if required. Ensure that your OKI device is supported. Ensure that the OKI device is connected to the network. Have available the network name or IP address of the OKI device. It is recommended that the device be configured with a static IP address. Verify that firewalls or other network restrictions do not prevent the device s access to the PaperCut server on ports 9191 and Copyright 2016 Oki Data Corporation. All Rights Reserved. 5 of 43

6 2.2 Device Type Compatibility The following OKI devices support the OKI sxp2 platform and require the use of the Connector for PaperCut. Recommended minimum levels of firmware are required for optimum stability: To check the firmware version, please do the following steps on device s touch panel : Device Settings > View Information > System Information > Color products Recommended minimum firmware version Recommended minimum version of Connector for PaperCut software MC873 / MC853 A06.90 v MC883 / MC863 A06.90 v ES8473 / ES8453 A06.90 v Firmware file and download tool is available at OKI web site. Please use the latest version of firmware unless the other version is specified at the release of Connector for PaperCut. Copyright 2016 Oki Data Corporation. All Rights Reserved. 6 of 43

7 3 Installation and Setup The following installation steps are based on the MC Device Configuration Once the Connector for PaperCut is installed and up running, it automatically finds a new device registered in the PaperCut server, and automatically performs necessary configuration for the device. This automated process runs once a minute. Therefore, you must wait for approximately 1 minute at minimum while the automated configuration completes. If you want to configure the MFD manually, please access the device s embedded web page at and login as the administrator. Copyright 2016 Oki Data Corporation. All Rights Reserved. 7 of 43

8 3.2 Optional Device Configuration Configuration for USB Card Readers There is no special configuration for USB card reader required with MFD s default configuration. Just plug the card reader into the USB port inside the card reader compartment located on the left hand side of the operation panel. The device will automatically recognize the card reader as long as it is compatible with the device. To make sure, check if the MFD is configured as follows otherwise power is not supplied to the USB port for the card reader. Open the device s embedded web page. Admin setup > Management > Access Control setup Set Enable for Access control. Set Enable for Authenticate Local IC Card Copyright 2016 Oki Data Corporation. All Rights Reserved. 8 of 43

9 3.2.2 Automatic Log Out OKI devices have an operation timeout feature, which by default logs a user out after a period of inactivity. The time out length can be modified. To change the timeout length, please perform the following steps on the device s touch panel : Device Settings > Admin Setup > Manage Unit > Operation Clear > Operation Timeout Managing USB Storage Media OKI devices are capable of printing from removable USB storage media. This functionality is enabled by the Connector for PaperCut software. This can be configured via the device s web interface: Login as device s admin. Select Admin Setup Select Access Control Setup under Management Configure USB Memory Interface option. Press Submit button Copyright 2016 Oki Data Corporation. All Rights Reserved. 9 of 43

10 3.3 Installation of Connector for PaperCut The Connector for PaperCut is software runs in between OKI MFDs and PaperCut server, and manages communication between MFDs and PaperCut server. It also communicates with MFDs over the network. Typically, the Connector for PaperCut software is installed on the same server as PaperCut. However, if the Connector for PaperCut is installed on a different server, you must specify the IP address of the PaperCut server during installation. The IP port to use for communicating to the PaperCut server is pre-defined at installation, but you can change it after the installation, and it is explained below. Following are the steps to install the Connector for PaperCut. 1. Run the following installer. ConnectorForPaperCut.exe 2. Follow the installer s navigation. 3. Enter PaperCut server IP address. If this Connector for PaperCut is running on the same PaperCut server, you don t need to enter the server IP address. Leave it as Copyright 2016 Oki Data Corporation. All Rights Reserved. 10 of 43

11 4. Specify which program folder the Connector for PaperCut should be installed in. 5. Click Next Copyright 2016 Oki Data Corporation. All Rights Reserved. 11 of 43

12 6. Click Finish to complete the Process. 7. The Connector for PaperCut runs as Windows service. To verify the service is running, locate the following service using Windows Computer Management. MiddlewareService Copyright 2016 Oki Data Corporation. All Rights Reserved. 12 of 43

13 3.4 Optional Settings for the Connector for PaperCut 1. The IP port to use for communicating with the PaperCut server is 9191 and If the PaperCut server is configured to use other ports, you have to configure the Connector for PaperCut software accordingly. 2. To change the port, open this file with a text editor. [Program Files-path]\Okidata\Connector for PaperCut\config.properties Note that if you specified a folder name other than Okidata at the installation, locate the name of that folder. 3. Find the following lines and change the port number, then save it. papercut.port=9191 papercut.port.https= You must restart the Windows service of Connector for PaperCut. Locate this service using Windows Computer Management and restart the service by Stop and Start. MiddlewareService 5. The IP ports to use for communicating to OKI MFDs are 2060 : HTTP from MFD web browser to Connector for PaperCut 2061 : HTTPS from MFD web browser to Connector for PaperCut 2062 : HTTP from MFD notification to Connector for PaperCut 2063 : HTTPS from MFD notification to Connector for PaperCut If you need to change the IP ports to use for communicating to OKI MFDs, edit the same file as described in 2 above, and locate the following lines and edit accordingly server.port=2060 server.port.https=2061 receiver.port=2062 receiver.port.https= You must restart the Windows service for the Connector for PaperCut same way as explained in 4 above. Copyright 2016 Oki Data Corporation. All Rights Reserved. 13 of 43

14 3.5 Automated device configuration Once the Connector for PaperCut starts running, it automatically finds registered devices on the PaperCut server and configures the devices automatically. As a result, the MFD s access control is automatically enabled and touch screen is locked automatically. Then, only users registered in the PaperCut server can login afterward. Please note that the Connector for PaperCut checks the PaperCut server every one minute, and configures MFDs every one minute. Therefore, the device configuration can take up to 2 minutes at a minimum to change the device settings or performing a new device registration. 3.6 Device type at registering OKI MFD onto PaperCut server Select OKI (sxp2) for device type at registering OKI MFDs. Devices of OKI (Open Platform are not compatible with Connector for PaperCut. Copyright 2016 Oki Data Corporation. All Rights Reserved. 14 of 43

15 3.7 Login to device as device s local admin Occasionally you may need to log into the device as a local Administrator to access to device s local configuration. Follow the procedure below, to login to the device as the device s local admin. 1. Press the HOME hardware button while PaperCut authentication screen is displayed. 2. The device s native authentication screen is displayed. 3. Select Admin Password and enter the password for the admin. Default is aaaaaa. Some MFD s default is Additional Network Security (optional) The MFD communicates with the PaperCut server over the network (e.g. to authenticate users or to release print jobs). To provide an additional level of security, PaperCut may be configured to only allow device connections from a restricted range of network addresses. This ensures that only approved devices are connected to the PaperCut servers By default PaperCut will allow device connections from any network address. To restrict this to a subset of IP addresses or subnets, perform the following: 1. Logon to the PaperCut administration web interface at 2. Go to the OptionsAdvanced tab and find the Security section. 3. In the Allowed device IP addresses field enter a comma-separated list of device IP addresses or subnets (in the format <ip-address>/<subnet-mask>). 4. Press the Apply button. 3.9 Card Reader support The Connector for PaperCut supports authentication using proximity card readers installed on the OKI MFDs. This is often more convenient than entering username/password or ID/PIN numbers to log in. The Connector for PaperCut supports following keyboard emulating USB card reader. Elatec TWN4 Copyright 2016 Oki Data Corporation. All Rights Reserved. 15 of 43

16 3.10 Placing PaperCut button on MFD s home screen Once you switch from the PaperCut screen to the COPY screen on the MFD, returning to the PaperCut screen requires a few steps. However, you can create a PaperCut button on the MFD s home screen so that returning to the PaperCut screen is simplified To configure the MFD in order to place the PaperCut icon on the home screen, follow this procedure from the MFD s touch screen. Device Settings > Admin Setup > Configure Home Screen Find the blank button space for placing the PaperCut icon, then press it. Add function > Job Macro > Open Locate the Connector for PaperCut and press the Select button. Press OK. Copyright 2016 Oki Data Corporation. All Rights Reserved. 16 of 43

17 3.11 Configuring secure network communication If you don t need to apply secure communication, skip this section. SSL secure communication can be applied to : 1. Communication between the Connector for PaperCut and PaperCut server. 2. And between the MFD and the Connector for PaperCut Preparing PaperCut server s digital certificate To apply the SSL communication between the Connector for PaperCut and PaperCut server, follow these steps. 1. Obtain digital certificate from PaperCut server, and save it with the name of papercut.cer in the folder below where Connector for PaperCut is installed. [folder of Connector for PaperCut]\certificates\papercut.cer Default folder is C:\Program Files\Okidata\Connector for PaperCut Preparing OKI device s digital certificate To apply the SSL communication between the Connector for PaperCut and OKI Devices, you need to obtain a digital certificate from an OKI device by following these steps. 1. Open the OKI device s internal web page from web browser, and login as admin. Go to the following page. Admin setup > Network > Security > SSL/TLS Copyright 2016 Oki Data Corporation. All Rights Reserved. 17 of 43

18 2. Press Delete Certificate button to delete the existing certificate. Then press OK. 3. The Web page screen will change to the following screen so that you can create a new certificate. Select Using self-signed Certificate in STEP To create the new certificate, enter the required information on STEP 2 in the same page. Then press the Submit button. Copyright 2016 Oki Data Corporation. All Rights Reserved. 18 of 43

19 Then confirmation screen is displayed. Press OK. Copyright 2016 Oki Data Corporation. All Rights Reserved. 19 of 43

20 Press No. 5. Press the Export Certificate button. 6. A certificate text code is automatically generated. Copyright 2016 Oki Data Corporation. All Rights Reserved. 20 of 43

21 Open a text editor, copy the code, and paste it to a new file. Create the following file name by using the devices IP address. [device s IP address].cer For example, cer Note that the device certification has to be created device by device. Therefore the file name must be unique. It s recommended that the file name match the targeted device s unique information such as the IP address Save the file in the folder listed below where the Connector for PaperCut is installed. [folder of Connector for PaperCut]\certificates\[device s IP address].cer Default folder of the Connector for PaperCut is C:\Program Files\Okidata\Connector for PaperCut Configuring for secure communication 7. Run cmd.exe as administrator rights. 8. Go to the directory of [folder of Connector for PaperCut] Default folder is C:\Program Files\Okidata\Connector for PaperCut 9. Run the following batch file. CertsImport.bat Copyright 2016 Oki Data Corporation. All Rights Reserved. 21 of 43

22 This batch file automatically imports PaperCut server s certificate file and device certificate file into the appropriate folder. Also this file s entries are automatically edited. [folder of Connector for PaperCut]\config.properties Then, Windows service of the Connector for PaperCut is automatically restarted. After the restart, the Connector for PaperCut re-configures devices to communicate using secure protocol. This may take a few minutes. 10. When devices are added later on, repeat steps from 1 to 9. Copyright 2016 Oki Data Corporation. All Rights Reserved. 22 of 43

23 4 Upgrading to a newer version of Connector The procedure for upgrading the Connector for PaperCut is the same as the standard installation process. Following are the steps to upgrade the Connector for PaperCut. 1. Do not uninstall the existing version of Connector for PaperCut unless the new version of release notes indicates to do so. 2. Run the latest version of installer. ConnectorForPaperCut.exe 3. Follow the installer s navigation. Copyright 2016 Oki Data Corporation. All Rights Reserved. 23 of 43

24 During the upgrade process, the MFD s screen switches to the MFD s native authentication screen due to the connection to Connector for PaperCut being temporarily lost.. In order to navigate back to the normal authentication screen, press the CANCEL button. Please note that upgrading the Connector for PaperCut takes a few minutes. If the CANCEL button is pressed before running of Connector for PaperCut, the MFD may keep showing a white blank screen with progress animation. After upgrading, it's worth quickly checking that the version number of the Connector for PaperCut now matches the expected value. The Version number of the Connector for PaperCut can be checked by viewing the Application log in the PaperCut server. Copyright 2016 Oki Data Corporation. All Rights Reserved. 24 of 43

25 5 Post-install testing After completing installation and basic configuration it is recommended to perform some testing of the common usage scenarios. This is important for two reasons: 1. To ensure that the embedded application is working as expected. 2. To familiarize yourself with the features and functionality of PaperCut and the embedded application. This section outlines four test scenarios that are applicable for most organizations. Please complete all the test scenarios relevant for your site. 5.1 Test Preparation To complete these tests it is recommended you use two test users so that each can be configured differently. These users are: testusersimple used to perform basic MFD monitoring and control and to perform print release tests. testuseradvanced used to perform MFD monitoring and control with the account selection enabled (i.e. to charge copying to accounts/departments/cost-centers/etc.). If you have existing users that can be used for these tests, then they can be used instead. To setup these users: 1. Create the testusersimple and testuseradvanced users in your Active Directory or LDAP directory. 2. Log into the PaperCut MF s admin web interface 3. Go to the Options->User/Group sync page and press Synchronize Now. 4. Once the sync is complete, the users will be added to PaperCut MF. The next step is to configure the users. To configure testusersimple : 1. In PaperCut MF, select the Users tab 2. Select the testusersimple user. 3. Set the user s balance to $50.00 and verify the account is set to Restricted. 4. Verify that this user is set to Automatically charge to personal account in the Account selection options. 5. Press the OK button to save. To configure testuseradvanced : 1. In papercut MF, select the Users tab 2. Select the testuseradvanced user. 3. Change the Account Selection option to Standard account selection popup and enable all the account selection options. Copyright 2016 Oki Data Corporation. All Rights Reserved. 25 of 43

26 4. Press the OK button to save. 5.2 Scenario 1: Standard copying Standard copying involves monitoring/charging printing to a user s personal account. This is most commonly used for student printing or basic staff monitoring. Users can also be configured for unrestricted printing, which is commonly used for staff/employee use. At the MFD: 1. The MFD should display a screen to prompt the user to login. Follow the prompts to login. 2. When prompted, enter username ( testusersimple ) and password in the login fields. 3. At this point the MFD will be enabled for usage. 4. Follow the onscreen instructions and perform some test copying, i.e. press the Copy key on the device and perform a copy as normal. 5. Once completed copying press the Logout button on the device s operation panel. Back in the PaperCut MF application verify that the MFD activity was recorded and the user s account was deducted. 1. Log into PaperCut MF. 2. Select the device from the Devices tab. 3. Select the Job Log tab. This will list all recent copying activity on the MFD. The copying just performed as the test user should be listed. Verify the details of the copy job that was just performed. 4. Click on the user s name in the user column to view the user s account details 5. Select the Job Log tab to display all print/copy activity for the user. 6. Select the Transaction History tab and verify that the cost of the photocopying was deducted from the user s account. 5.3 Scenario 2: Copying with account selection Firstly a test account should be created: 1. Log into PaperCut MF, select the Accounts tab. 2. Select the Create a new account action link on the left. 3. Enter an account name Test Account Enter PIN/Code Select the Security tab and allow all users to access that account by adding the [All Users] group. Copyright 2016 Oki Data Corporation. All Rights Reserved. 26 of 43

27 6. Press OK. At the MFD: 1. The MFD should be displaying a screen to prompt the user to login. Follow the prompts to login. 2. When prompted, enter the username, testuseradvanced, and the password in the login fields. 3. You will now be presented with the Account Selection page: You may select your account from a list, by searching or by an account code/pin. From the list, select the Test Account 1 created earlier. 4. At this point the MFD will be enabled for usage. Follow the onscreen instructions and perform some test copying. I.e. press the Copy key on the device and perform a copy as normal. 5. Once completed copying press Logout button. Back in the PaperCut MF application verify that the MFD activity was recorded and the user s account deducted. 1. Log into PaperCut MF 2. Select the device from the Devices tab 3. Select the Job Log tab. This will list all recent copying activity on the MFD. The copying just performed as the test user should be listed. 4. Verify the details of the job (i.e. that the job was charged to the selected account). 5. In the log details, click on the Charged To account name to view the account s details. 6. Selecting the Job Log tab will display all print/copy activity for the account, and will show the test photocopying that was performed. 5.4 Scenario 3: Print release The embedded application may also be used for print release. For a full description of PaperCut hold/release queues and release stations, please refer to the PaperCut manual. Skip this scenario if hold/release queues will not be used at your site. To perform print release testing, a hold/release queue must be enabled: 1. In PaperCut MF, select the Printers tab. 2. Select the print queue (i.e. not the device ) for the OKI MFD that will be used for testing. 3. Enable the Hold/release queue option. Copyright 2016 Oki Data Corporation. All Rights Reserved. 27 of 43

28 4. Press OK/Apply to save the changes. All printing to this queue will now be held until released by a user. The MFD device must also be enabled as a Print Release Station : 1. In PaperCut MF, select the Devices tab. 2. Select the OKI MFD device. 3. Under Device Function tick Enable release station. 4. Select the print queue that was enabled for hold/release above. The OKI device will allow jobs on the selected queues to be released. 5. Press OK to save. 6. Login to a computer workstation as testusersimple. 7. Print a few jobs to the print queue that was configured above. The jobs will be held in the hold/release queue. 8. Confirm that the jobs are held, by checking that the jobs are listed in the Printers -> Jobs Pending Release page of the PaperCut MF administration interface. 9. Confirm that the username is testusersimple. At the device: 1. Log into the device as testusersimple as described above. 2. Upon successful login you will be presented with the Held Print Jobs page: Copyright 2016 Oki Data Corporation. All Rights Reserved. 28 of 43

29 3. Select Print All to release all jobs. The jobs will begin to print to the destination printer. (The Print All button will not appear if there are no jobs to print) 4. Once completed press the Logout button on the device keypad. 5.5 Scenario 4: Scanning and faxing OKI devices can also scan documents and send them by . If a phone line is attached, they can send faxes. You can enable tracking scanning and faxing. Users can be prevented from scanning or faxing when they are out of credit. To enable tracking of scans and faxes: 1. In PaperCut MF, select the Devices tab. 2. Select the MFD device. 3. Under Device function tick Track & control scanning and tick Track & control faxes. 4. Select the charging type advanced in both cases and set some numbers for page costs and thresholds. The cost after the threshold should be lower than the standard cost as it represents a volume discount. As an example, the screen shot below shows that the first page of a fax is charged at $0.20 and any subsequent page at $0.10. At the MFD, log in and scan a few documents and send a few faxes. At the end, make sure to press the Logout button on the device s keypad. OKI device is configured as scan and fax activities are recorded. To deduct the user s account, it can be done as follows: 1. Log in to the PaperCut MF administration interface. 2. Select the device from the Devices tab. 3. Select the Job Log tab. This will list all recent activity on the MFD, including copying, scanning and faxing. The jobs just performed as the test user should be listed. Verify the details of the jobs that were just performed. 4. Click on the user s name in the user column to view the user s account details. Copyright 2016 Oki Data Corporation. All Rights Reserved. 29 of 43

30 5. Select the Job log tab to display all activity for the user. 6. Select the Transaction History tab and verify that the cost of the scans and faxes was deducted from the user s account. Copyright 2016 Oki Data Corporation. All Rights Reserved. 30 of 43

31 6 Configuration After completing the Installation section and registering the device with PaperCut MF, it will have been configured with reasonable default settings that are suitable for most environments. This section covers how to change those default settings. All the following settings are available via the device s Summary tab in the PaperCut MF administration interface. 6.1 Device Function The device function setting defines which functions will be available on the device and how it will be used. Not all function settings are supported on all devices. Each device function is discussed in the following table. Device Function Track & control copying Track & control scanning Track & control faxing Enable release station Description The device will track walk-up off-the-glass copying. The device will track scanning such as scan-to- or scan-to-file. Zero stop by quota is not supported. The device will track the sending of faxes. Zero stop by quota is not supported. The device will act as a print release station. 6.2 Authentication Methods OKI devices support a number of different ways to authenticate users who walk-up to the MFD to perform copying. The default authentication method is username and password authentication. The available authentication methods can be modified in the External Device Settings -> Authentication methods section. Copyright 2016 Oki Data Corporation. All Rights Reserved. 31 of 43

32 Authentication methods available for a device Not all authentication methods are supported on all devices. A grayed-out option indicates that the option is not supported on this device. Each authentication method is discussed in the following table. Authentication Method Username and password Description The user may use their domain/network username and password to log into the device. Identity number The user may log in with their identity number. Identity numbers are convenient when usernames are long or cumbersome to enter. For example, rather than entering a username like john.smith.001, it may be more convenient to enter an employee ID of Swipe Card Swipe Card -> Require PIN Swipe Card -> Enable self-registration of internal users Swipe Card -> Enable self-registration with existing user accounts Anonymous (No login required) The user may use their ID card to log into the device. When a user logs in with their ID card, they must also provide their associated PIN. This provides additional security for identity number logins. The internal user may newly register the user s ID card when the card is not registered. The existing user may newly register the user s ID card when the card is not registered. This is not supported on OKI devices. Description of authentication methods Copyright 2016 Oki Data Corporation. All Rights Reserved. 32 of 43

33 7 Advanced Configuration 7.1 Config Editor The common configuration options for a device in PaperCut MF are available on the device s Summary tab, and are discussed in more detail in the Configuration section. This section covers the more advanced or less common configuration options, which are available via the Advanced Config tab in the device details screen. Config name Description ext-device-msg.welcome This is not supported on OKI device. See Configuring Swipe Card Readers. ext-device.card-no-regex See Configuring Swipe Card Readers. Select whether user self-association should occupy the primary or secondary card number. This overrides the global setting unless the keyword "GLOBAL" is specified. This is useful when there is a mix of different non-configurable card readers that read different numbers from an ID card. Set to "Y" to use the secondary card number, "N" to use the primary card number. Default: "GLOBAL" to defer to the global configuration setting. ext-device.card-noconverter ext-device.card-selfassociation.usesecondary-card-number ext-device.selfassociation-allowed-cardregex Specify a regular expression that limits which card numbers are accepted for associating swipe cards with user accounts. See Authentication Methods for details. Defaults to.* (dot-star) which includes all card numbers. Copyright 2016 Oki Data Corporation. All Rights Reserved. 33 of 43

34 7.2 Configuring Swipe Card Readers Swipe cards contain numbers used to identify users according to the card number configured in the User Details screen under Card/Identity number. Some readers report information in addition to the number encoded on the card, such as checksums. PaperCut MF can treat these cases in three ways: Card Number Needs No Conversion A typical case is the checksum being reported after the card number, separated by an equals sign, such as =8. OKI device can handle this case by default; it will extract the number before the equal sign as the card number: Regular Expression Filters For some cases, a regular expression may be required that will filter the card number from the complete string of characters reported by the card reader. Documentation on regular expressions can be found on the Internet, e.g. at o The regular expression must be fashioned so the card number is returned as the first match group. o Usually one regular expression will be used for all the devices managed by PaperCut MF. This must be entered in Config editor (advanced) which is located on the Options tab under Actions. The key is called ext-device.card-no-regex. o Additionally, the global setting can be overridden on a per-device basis: The key extdevice.card-no-regex can also be found on the Advanced Config tab in the device details screen. This setting will override the global setting unless the keyword GLOBAL is specified. o PaperCut partners will gladly assist in producing a regular expression when supplied with a few sample outputs from your card reader. Please contact your ASC or PaperCut for assistance. o If you would like to write your own regular expressions, here are some examples: Use the first 10 characters (any character): (.{10}) Use the first 19 digits: (\d{19}) Extract the digits from between the two = characters in =292929=1221 : \d*=(\d*)=\d* Card Number Format Converters In addition to extracting parts of the card numbers using regular expressions, converting numbers from one format to another is a common requirement. For example a card reader may report in hexadecimal format, while the number stored in the source (e.g. Active Directory) is in a decimal format. PaperCut MF includes a number of inbuilt converters to assist here. Note: Many card readers are configurable - the number format can be changed at the hardware level via utility or configuration tools. PaperCut MF s software-level converters are there to support card readers that don t offer this level of configuration, or where a global software-level conversion is a better choice. For example it may be quicker to do the conversion in PaperCut MF rather than manually reprogram 100+ readers! Like regex s, the convertors may be defined on either a global (all devices) or a per-device basis. To set globally in PaperCut MF: Options -> Actions -> Config Editor Search for ext-device.card-no-converter Enter the name of the required converter (see table below) and click Update Copyright 2016 Oki Data Corporation. All Rights Reserved. 34 of 43

35 To set at the device level in PaperCut MF: Devices -> [select device] -> Advanced Config Editor Search for ext-device.card-no-converter Enter the name of the required converter (see table below) and click Update Standard Converters Convertor hex2dec dec2hex ascii-enc javascript:<path> Description Convert a hexadecimal (base 16) encoded card number to decimal format. Hexadecimal numbers usually contain 0-9 and A-F. This will convert 946EBD28 to Convert a decimal encoded card number to hexadecimal format. This will convert to 946EBD28. Unpack an ASCII encoded card number string. E.g. given the number , the ASCII code 39 is converted to 9, 34 -> 4, 45 -> E, with the entire number resulting in 946EBD28. Advanced: Define a custom conversion function in JavaScript (see below) It is possible to chain or pipeline converters by delimiting with a pipe ( ). For example, asciienc hex2dec will first unpack the encoded ASCII number then convert it to a decimal. Tip: Not sure which converter to use? Often trial and error is a good approach. After presenting a card, the number will appear in an application logger message with conversions applied (assuming the card is unknown to the system). Try different converters and inspect the resulting numbers in the application log. Using custom JavaScript If the inbuilt converter functions are unable to meet requirements, it is possible to define your own function using JavaScript. This is an advanced exercise and it is expected that any implementer be familiar with programming and JavaScript. To implement your own converter: 1. Create a file text file [app-path]/server/custom/card.js 2. Define a single JavaScript function in this file called convert It should accept and return a single string. Here is a trivial example: function convert(cardnumber) { return cardnumber.substring(3,10).tolowercase(); } 3. Enter a converter in the form: javascript:custom/card.js Tip: Check the file [install-path]/server/log/server.log when testing. Any scripting errors will be displayed as warning messages in the log. Tip: A Javascript script may also be included in the pipeline. For example ascii-enc hex2dec javascript:custom/card.js Copyright 2016 Oki Data Corporation. All Rights Reserved. 35 of 43

36 Other advanced notes If both a regular expression and a converter are defined, the regular expression is applied first. This means a regular expression can be used to clean up the input (e.g. remove checksum or delimiters) before passing to a converter. In some special situations, a custom JavaScript implementation may not be enough. For example, there may be a requirement to use a 3rd party system to decrypt the number. PaperCut MF includes an advanced plugin architecture that the OKI development team uses to implement these advanced converters. Please contact your ASC or PaperCut support to discuss development options and costs. 7.3 Customizing the Header Logo This feature is not supported on OKI device. 7.4 Customizing the Header Text Color This feature is not supported on OKI device. Copyright 2016 Oki Data Corporation. All Rights Reserved. 36 of 43

37 8 Uninstalling To uninstall the Connector for PaperCut software from the server, run uninstall by clicking Start > All Apps > Okidata > Uninstall Copyright 2016 Oki Data Corporation. All Rights Reserved. 37 of 43

38 9 Known Limitations This section lists known limitations. 9.1 Controlling USB jobs Print jobs sent from a memory stick inserted into the device s local USB port are not managed by PaperCut by default. Please contact your ASC or OKI support to disable the printing over USB port. 9.2 Zero-stop by Scan/Fax This feature is not supported for scanning and faxing. 9.3 Charging to shared account by Scan/Fax If you select a shared account and perform scan or fax, that transaction is not charged to the selected shared account. 9.4 Hard power off during printing incoming FAX In case the device s power is shut down while printing an incoming FAX, the FAX is not recorded as a print on the PaperCut server. This is a device limitation. 9.5 Waking up the touchscreen With using energy save mode a device's touchscreen turns off when not in use. Swiping a proximity card will allow access to the device, but not all devices are capable of 'waking up' the touchscreen without the user pressing the Power Save' hard key. 9.6 User name conflicting with MFD s internal user All OKI MFD s have pre-registered user names saved internally. If those names listed below are used as PaperCut user names, a user will not be able to authenticate. admin guest system 9.7 Cancelling Zero Stop job When the PaperCut server is configured to stop printing when the user s account balance reaches zero, the OKI device displays a message for the option to cancel the print job. Copyright 2016 Oki Data Corporation. All Rights Reserved. 38 of 43

39 The recommended operation is : Press Cancel button However, a user may also press the HOME button or other buttons located on the device while the message is displayed. By doing so the screen switches to the selected one. Although zero stop job is still active with this operation, the job will automatically be cancelled after the timeout period. Standard default timeout is 40 seconds. We strongly recommend that you not increase the timeout value to longer value. The reason is this. While the device is displaying the message, a user may switch to the HOME screen and the user can logout from the device. Then a 2 nd user could immediately login. Under this situation, the 2 nd user may see the first user s error message until the timeout is expired, and 2 nd user s print or copy job is held until the timeout. Copyright 2016 Oki Data Corporation. All Rights Reserved. 39 of 43

40 10 FAQs & Troubleshooting 10.1 Device s touch screen shows device s native authentication screen This indicates that the device cannot communicate with the Connector for PaperCut application over the network. By pressing the CANCEL button on the screen, the device tries to communicate with Connector for PaperCut again. Common causes of this problem are: The Connector for PaperCut application is not running. There are firewalls or network routing configurations that are stopping the network connection from being established. Check firewalls on the Connector for PaperCut or with your network administrator. There is a network outage that is stopping the connection being established. Try accessing the web interface of the OKI device to check that a network connection can be established. The Connector for PaperCut server name or IP address was not set correctly Why would a card reader not work? Not all proximity cards and brands of card readers are supported. See Card Reader support I have thousands of client names and billing account codes. Will the system handle this? Yes. We have designed the system to handle thousands of Shared Accounts. Users with many accounts will also be presented with some power options to help them find accounts including keywords based search. Copyright 2016 Oki Data Corporation. All Rights Reserved. 40 of 43

41 10.4 Why pressing hardware button for device function beeps even after a user is authenticated? In order to switch to the HOME screen or the COPY screen by pressing the HOME button or the COPY button, press the Device Function button after a user has authenticated. However, MFD behaves differently depending on PaperCut server settings. 1. If Shared Accounts is enabled on the PaperCut server, either a personal account or one of the Shared Accounts has to be chosen by pressing Device Function button at the job list screen. After the account is selected the hardware buttons are activated. 2. If an account to use is prefixed on the PaperCut server, just press Device Function button at job list screen, then screen switches to device s default screen. (normally HOME screen.) MFD doesn t ask which account to use The current login user is not a papercut user, what does this mean? This message is displayed if you login to the device with local device admin, and switch to PaperCut screen. Since device admin user is not the registered PaperCut user, device usage cannot be properly recorded in PaperCut server. Logout once, then login again with normal user. Copyright 2016 Oki Data Corporation. All Rights Reserved. 41 of 43

42 10.6 What happens if I use printer driver s Secure Print option? Do not use these options under Job Options tab in printer driver. Always select Normal. Secure Print Store for Re-print Encrypted Secure Print ID Secure Print Those options cause device to authenticate 2 times, first is for authentication for PaperCut and second is the authentication in PRINT menu in the device. Additionally, you will be double charged for a single job. For example, if a single color page costs $0.50 and if you print 1 page color job, you will be charged $1.00. Copyright 2016 Oki Data Corporation. All Rights Reserved. 42 of 43

43 10.7 Card reader doesn t seem to be recognized by MFD. The MFD must be configured in order for the card reader to work. Configure the MFD as follows otherwise power is not supplied to the USB port for the card reader. Open the device s embedded web page. Admin setup > Management > Access Control setup Set Enable for Access control. Set Enable for Authenticate Local IC Card Copyright 2016 Oki Data Corporation. All Rights Reserved. 43 of 43