UM-8.4.2.2-Documentation-Administrator-AdministratorGuide-050319-1447-98

8.4.2.2 - Documentation - Administrator - Administrator Guide 1 Description User guide to assist in navigating around the PrintScope application. 2 PrintScope Functions 2.1 - Login Click on the PrintScope shortcut located on the desktop. A login screen will be opened. Enter Username and Password in the respective input fields. Default Account By Default, an Administrator account is created after installing PrintScope. Use this account to log into the application and thereafter you can create other user accounts. Administrator Account This is an example (Default Settings): Username: administrator Password: !Foxhound01 (Administrator password can be changed under the Settings / Users tab, see Users section in the documentation below.) Operatotor Account The Operator account will have the same features as the Administrator account but with certain feature restrictions enforced. The Administrator can create a new Operator account in the new users section by assigning the user with the operator role. Click on the \"Login\" button to proceed.

2.2 - Dashboard Displaying data on DeviceScope In order to view information on PrintScope located on the cloud. The client must first push the data from the PrintService application installed on their local machine server at the site. Note: Exporting information to various file data types Use the following links as displayed in the image below to export information to various file data types (E.g. Excel, PDF and CSV). These links for exporting information can be found just below certain forms as you navigate through the application.

Upon logging in a dashboard screen will be displayed. This screen displays a summary of various functions through widgets. 2.3 - Printers Click on the \"Printers\" tab located in the navigation bar on the left side of the screen. A list containing the details of all managed printers will be displayed. (Use navigation buttons at the top to view all unmanaged and deleted printers)

Click on the \"Listview\" button to display printers in a list form.

Click on the manage button in order to manager available printers. Select either individual printers or all printers to manage and press the Save buttons keep the configurations settings. User the filter pane located on the right hand side of the screen to filter printers based on various categories.

Click on the more details icon link as highlighted in the image below in order to view more information about a specific printer. Printer details will be displayed on the form.

Click the Printers tab to return to printers list screen. Note: Using the Filter Remember to clear the filter by pressing the Clear Filter button after using it to filter the information displayed on the form. 2.4 - Jobs Click on the \"Jobs\" tab located in the navigation bar on the left side of the screen. A list containing all the print jobs will be displayed.

Click on the \"Pending\" button to view a list of print job that are pending. Click on the the \"Completed\" button to view all the print jobs which were completed. Note: Using the Filter Remember to clear the filter by pressing the Clear Filter button after using it to filter the information displayed on the form.

2.5 - Devices Click on the \"Devices\" tab located in the navigation bar on the left side of the screen. A list containing the details of all device will be displayed. Click on the \"List View\" button to view all devices on the network in list form. To embed or unembed one or multiple devices, first select the devices in the the checkboxes and click either the \"Bulk Embed\" or \"Bulk Unembed\" button.

Click the more details icon to view more information on a device. Click on the \"Edit Device\" button to edit the device detail or device functions.

To save new device detail settings, click on the \"Update Device\" button. Click on the \"Cancel\" button to terminate the device details editing process. Note: Using the Filter Remember to clear the filter by pressing the Clear Filter button after using it to filter the information displayed on the form.

2.6 - Users Click on the \"Users\" tab located in the navigation bar on the left side of the screen. A list containing the details of all users will be displayed. Click on the \"Local\" button to view a list of local users only. Click on the \"LDAP\" button to view a list of LDAP users only.

Click on the \"Deleted\" button to view a list of Deleted users only. To register a new user, click on the \"New User\" button. (Fill in all the required input fields and click on the \"Create User\" button to register a new User)

Setup user authentication settings during the process of creating a new user account. Setup user alias during the process of creating a new user account.

Setup delegation settings during the process of creating a new user account. Setup billing settings for a user during the process of creating a new user account.

Setup device access settings for a user during the process of creating a new user account. Setup account access settings for a user during the process of creating a new user account.

Note: Using the Filter Remember to clear the filter by pressing the Clear Filter button after using it to filter the information displayed on the form. 2.7 - Accounts Click on the \"Accounts\" tab located in the navigation bar on the left side of the screen. A list containing the details of all accounts will be displayed.

Click on the \"Device\" button to view all device accounts. Click on the \"User\" button to view all user accounts. Click on the \"Shared\" button to view all shared accounts.

Click on the \"Import Accounts\" button to import accounts from various source files. Select source file containing accounts to be imported and fill in the necessary field in order to complete the process of importing accounts. Click on the \"Import\" button to import accounts.

Click on the bin icon displayed in the picture below delete an account. Click on the edit icon displayed in the picture below to update details of an account.

Edit account information and click the \"Update Account\" button to save changes. Edit billing information and click the \"Update Account\" button to save changes.

Edit group exclusion information and click the \"Update Account\" button to save changes. Edit user exclusion information and click the \"Update Account\" button to save changes.

2.8 - Kiosk Click on the \"Kiosk\" tab located in the navigation bar on the left side of the screen. A list containing the details of all accounts will be displayed.

Click on the \"New Account\" button in order to create a new user account. A billing page will be displayed, fill in the relevant text fields under the billing section to complete the process of creating a new account. Click on the \"Information\" tab to complete form about the new users details.

Click on the \"Authentication\" tab to setup a users way of accessing their account. A user has three options available which can be used for authentication purposes, Pin, Card and Finger prints (biometric).

2.9 - Groups Click on the \"Groups\" tab located in the navigation bar on the left side of the screen. A list containing the details of all group accounts will be displayed. To create a new group, click on the New Group button as depicted in the figure below. Complete the form as depicted in the image below in order to create a new group. Click on the Type drop down list in order to select the type of group account you want to create (options: Devices, Printers, Users or Account group type.)

A set of actions for editing, deleting and viewing group accounts are located in the last column of the table. (Please ensure that there is one or more group accounts created first.) (N.B. if the actions column is not visible on the table view, please use the horizontal scrollbar located below the table to scroll to the far end of the table). Click on the Devices tab in the Groups view in order to see available device groups.

To edit a Device group, click on the edit icon found under actions column in the device group table. Then make the required changes to the device group and click the Update Group button. Click on the Printers tab in the Groups view in order to see available device groups.

To edit a Printer group, click on the edit icon found under actions column in the device group table. Then make the required changes to the device group and click the Update Group button. Click on the Users tab in the Groups view in order to see available device groups.

To edit a User group, click on the edit icon found under actions column in the device group table. Then make the required changes to the user group and click the Update Group button. Click on the Accounts tab in the Groups view in order to see available device groups.

To edit an Accounts group, click on the edit icon found under actions column in the device group table. Then make the required changes to the accounts group and click the Update Group button. 2.10 - Settings

Click on the \"Settings\" tab located in the navigation bar on the left side of the screen. A view of available settings on PrintScope will be displayed on the form. 2.11 - Mailer Click on the \"Mailer\" tab located in the navigation bar on the left side of the screen. A view of available mailer options on PrintScope will be displayed on the form.



In the mailer options menu,click on the Spooler option in order to see a list of mail jobs . Click on New Mail Job button in order to create a new mail job. Fill in the new mail job form and click on the Create mail Job button to save the new mail job information.

Click on the Create Job From Template button in order to use a template to create a new mail job. A pop-up will be displayed on the screen which will allow you to import the template to use when creating a new mail job.

In order to edit the the existing mailer job information, click on the the edit mailer job icon as depicted in the figure below. To delete an existing mailer job, click on the delete mailer job icon as depicted in the figure below. In the Mailer options menu, click on the Templates tab in order to see the list of available mailer templates.

Click on the New Template button to create a new mail template to use in the mailer. Fill in the appropriate fields on the form and click the Create Template button. To update information based on an existing Template, click on the edit template icon. Update any fields on the loaded form and click on the Update Template button to save the configurations made.

To delete a template from the list, click on the more details icon as depicted in the figure below. Click the Delete Template button to delete a specific template.

In the Mailer options menu, click on the Attachments tab in order to see the list of available mailer attachments. By default, the list of active attachments will be displayed as depicted in the figure below. Click on the Deleted button on the attachments form in order to view a list of deleted attachments as depicted in the figure below.

2.12 - Usage Click on the \"Usage\" tab located in the navigation bar on the left side of the screen. A view of available usage options on Print Scope will be displayed on the form. All usage details will be displayed on the form by default as depicted in the figure below.

Click on the Users button to view usage details of all the users. Click on the Devices button to view usage details for all the devices. Click on the Accounts button to view usage details for all the accounts. Note: Using the Filter Remember to clear the filter by pressing the Clear Filter button after using it to filter the information displayed on the form. To return to the main screen click on the \"Back\" tab located in the navigation bar.ee