Lexmark C792 Family Administrator's Manual

Category
Software
Type
Administrator's Manual

This manual is also suitable for

Document Producer 4.6.02
Administrator's Guide
October 2011 www.lexmark.com
Contents
Overview.....................................................................................................5
Understanding the Document Producer architecture...............................................................................5
Understanding the Lexmark Document Distributor system......................................................................6
System components ...........................................................................................................................................6
Lexmark Management Console ..........................................................................................................................7
Supported printers..............................................................................................................................................7
Installing Lexmark Document Distributor...................................................11
Minimum and recommended system requirements..............................................................................11
Avoiding conflicts with other software...................................................................................................13
Ports used by the LDD system.................................................................................................................13
Activating LDD licenses............................................................................................................................15
Installing an enterprise system...............................................................................................................19
Configuration types for enterprise systems......................................................................................................19
Installation overview for an enterprise system ................................................................................................21
System sizing guidelines ...................................................................................................................................21
Using Oracle database with LDD....................................................................................................................... 23
Installing the database and load balancer without clustering (configurations 1, 1N, and 11N)...................23
Installing the database and load balancer with clustering (configurations XN, and XYN) ............................25
Installing servers ...............................................................................................................................................28
Administration of Lexmark Document Producer.........................................30
Uploading formsets to the LDD system...................................................................................................30
Removing formsets.................................................................................................................................30
Creating forms printers...........................................................................................................................30
Creating input queues for forms printers................................................................................................32
Providing failover for forms merge jobs..................................................................................................33
Providing load balancing and failover for forms merge jobs using OM Plus...........................................34
Sending test jobs.....................................................................................................................................34
Using directives in merge data................................................................................................................35
Monitoring and maintaining the system.....................................................37
Using Lexmark Management Console.....................................................................................................37
Accessing Lexmark Management Console........................................................................................................37
Changing the administrator user name ............................................................................................................38
Changing the administrator password..............................................................................................................38
Enabling LDAP server authentication for LMC..................................................................................................38
Contents 2
Assigning privileges to groups ..........................................................................................................................39
Finding basic information........................................................................................................................40
Understanding the Home tab ...........................................................................................................................40
Understanding the status bar ...........................................................................................................................41
System status information on the status bar and Home tab............................................................................41
Viewing information summaries for LDD elements..........................................................................................42
Viewing jobs or system logs..............................................................................................................................42
Customizing columns for jobs and system logs ................................................................................................43
Viewing forms associated with a solution ........................................................................................................43
Viewing version information.............................................................................................................................43
Managing the LDD system.......................................................................................................................44
Viewing and changing server status .................................................................................................................44
Adding servers to the system after initial installation ......................................................................................44
Changing the IP address on a configuration 1 system ...................................................................................... 45
Rebooting the LDD system................................................................................................................................45
Restarting the Lexmark Solutions Application Server.......................................................................................46
Uninstalling LDD components...........................................................................................................................47
Configuring connection to an SMTP server ......................................................................................................48
Managing licenses...................................................................................................................................48
Finding the host ID............................................................................................................................................48
Viewing or downloading existing licenses ........................................................................................................49
Upgrading the license of an existing server...................................................................................................... 49
Adding an MFP, eforms virtual printer, or software client license to an existing server ................................51
Rehosting licenses ...........................................................................................................................................53
Viewing logs...............................................................................................54
Viewing installation logs..........................................................................................................................54
Viewing the server log.............................................................................................................................54
Troubleshooting.........................................................................................55
Solving problems with LMC.....................................................................................................................55
The browser displays a 5yy error when accessing LMC....................................................................................55
LMC responds very slowly ................................................................................................................................55
LMC does not finish loading or data is missing.................................................................................................56
An error occurs when uploading a formset ......................................................................................................56
User cannot access some tasks in LMC.............................................................................................................56
User can still access tasks even after privileges are removed ..........................................................................56
Solving server problems..........................................................................................................................56
One or more servers cannot be set online .......................................................................................................56
One or more servers cannot be set offline .......................................................................................................57
Error in importing a license...............................................................................................................................57
The server log contains Quartz errors ..............................................................................................................57
Contents 3
Notices.......................................................................................................58
Edition notice..........................................................................................................................................58
Index..........................................................................................................62
Contents 4
Overview
Lexmark
TM
Document Producer is a serverbased electronicforms application used to merge variable data with standard
forms. After merging data, the resulting form can be printed, sent as an attachment to an email message, or saved to
a file on the network.
Lexmark Document Producer is used with a Lexmark Document Distributor (LDD) system. For more information, see
the Lexmark Document Distributor Administrator's Guide, available at http://support.lexmark.com.
Using Document Producer, you can introduce or improve electronic forms in a variety of systems, such as:
Eliminating preprinted form inventory and improving the appearance of forms in a legacy system, such as AS/400
Using data from an enterprise content management (ECM) system to produce forms
Adding forms to an existing LDD workflow solution
Formsets, custom files used to store the structure of a standard form, are created with Forms Composer. Activation
conditions set during the design of a formset determine which forms are used with received data. If multiple formsets
contain activation conditions that apply to a single job, then the formset that comes first alphabetically is used. For
more information on creating forms with Forms Composer, see the documentation that came with Forms Composer
or the relevant training course.
LDD workflow solutions may include scripts that provide advanced management of forms merge operations or modify
merge data and output documents. Additionally, formsets may be included with an LDD workflow solution to be installed
automatically when the solution is uploaded. Formsets that are not included with a solution may still be linked by a
solution developer and used with a solution. For more information, see the Lexmark Document Distributor SDK Guide.
Understanding the Document Producer architecture
1 An input queue on a print server or workstation, usually a normal Windows print queue configured to deliver output
as generic text, accepts text data as a print job.
2 A virtual forms printer in the LDD system receives the print job from the input queue.
Note: Eforms virtual printer licenses are required for using virtual printers. For more information on adding
licenses to an existing LDD system, see “Adding an MFP, eforms virtual printer, or software client license to an
existing server” on page 51.
3 The LDD system locates the first formset with activation conditions that match the input data and merges the input
data with the formset to generate a completed form.
4 The completed form is delivered according to the settings of the virtual forms printer, which may include printing,
emailing, or saving to a file on the network. Further manipulation of the form and delivery may be included using
an LDD script.
Overview 5
Understanding the Lexmark Document Distributor system
Lexmark Document Producer runs on a Lexmark Document Distributor system.
System components
Clients—Clients can be either printers or workstations that use Select'N'Send (SnS) or the Lexmark Document Server
Port. The document capture and confirmation stages of a job occur at a client, and, in the case of printer clients,
prompts may be presented to the user to collect information during document processing and document routing.
Load balancer—The load balancer receives jobs from clients and balances those jobs across servers, providing a
transition between document capture and document processing stages of a job.
LDD servers—The servers process incoming jobs, managing document processing and document routing stages of
a job.
Database—The database maintains information about clients, solutions, settings, and jobs.
Solution
*.solution file
-Scripts
-Policy
Welcome Screen Layout
Device Settings
Solution Settings
Local
Global
-eSF
-3rd party jar files
-Status Page
LDD
Clients Group(s)
Device Group(s)
Load
Balancer
Data Base
Server(s)
LDD
Adminstration
LMC
Overview 6
Lexmark Management Console
Lexmark Management Console (LMC) provides system administration for Lexmark Document Distributor. LMC is a Web
application hosted on the LDD servers and accessed through the computer where the load balancer is installed. LMC
is accessible from anywhere on the network using a Flash plugin with Internet Explorer or Mozilla Firefox.
Supported printers
Notes:
Only eTask 2, eTask 2+, eTask 3, and X642 printers support eSF applications used in hybrid solutions and
prompts that contain doublebyte characters.
eTask 2, eTask 2+, eTask 3, and X642 multifunction printers and singlefunction printers are distinguished as
separate classes for home screen customization and eSF application configuration because of different
capabilities in those areas. However, discoveries and solution profiles do not distinguish among these classes
and designate all printers listed in those classes as eTask 2 printers.
During the first policy update after installation or a software patch, LDD installs an Advanced Prompting Bundle
(AP Bundle) eSF application on eTask 2, eTask 2+, and eTask 3 multifunction and singlefunction printers, and
on X642 multifunction printers. This application is required for LDD support and provides prompting capabilities,
held jobs support, and security support for these printers with LDD.
On e-Task 2+ and e-Task 3 printers, the following access controls are supported: Remote Management, Create
Profiles, and Firmware Updates. LDD supports basic security that requires authentication through a password or
a PIN to change settings. If Security for these access controls is set to Disabled, then these access controls
cannot be managed by LDD. For more information on changing settings for Access Controls, see the Embedded
Web Server Administrator’s Guide.
Overview 7
Multifunction printers
eTask 3 printers eTask 2+ printers
eTask 2 printers
1
eTask printers X642 printers
X548x
3,4,5,6
6500x
3,4,5,6
X792x
3,4,5,6
X925x
3,4,5,6
X950x
3,4,5,6
X952x
3,4,5,6
X954x
3,4,5,6
Note: For more information about the latest
device and firmware level support with LDD, see
the Readme file.
X463x
2,3,4,5
X464x
2,3,4,5
X466x
2,3,4,5
X651x
3,4,5
X652x
3,4,5
X654x
3,4,5
X656x
3,4,5
X658x
3,4,5
X734x
3,4,5
X736x
3,4,5
X738x
3,4,5
X860x
2,3,4,5
X862x
2,3,4,5
X864x
2,3,4,5
X644x
3,5
X646x
3,5
X772x
X782x
3,5
X850x
3,5,6
X852x
3,5,6
X854x
3,5,6
X940x
3,5,6
X945x
3,5,6
X620x
1
X632x
1
X634x
1
X752x
1
X820x
1
X830x
1
X832x
1
X912x
1
X642x
2,3
1
These printers may be identified as corresponding singlefunction (“C,” “T,” or “W”) models in Lexmark Management
Console. Scanning functionality is not affected.
2
These printers may require additional memory to support eSF applications.
3
Supports Simplified Chinese prompting
4
Supports Traditional Chinese prompting
5
Supports Korean prompting
6
Supports Japanese prompting
Singlefunction printers
1
eTask 2+ printers with a touch screen eTask 2 printers without a touch screen
Supported
printers
T656x
T654x
W850x
1
Singlefunction printers do not support all prompts supported by multifunction printers. Lists of supported prompts are
included here.
Overview 8
eTask 2+ printers with a touch screen eTask 2 printers without a touch screen
Supported
prompts
ArrayPrompt
AuthenticationPrompt (requires a
supported card reader)
BooleanPrompt
CustomVlmlPrompt
ImageBooleanPrompt
ImageListPrompt
ImageMessagePrompt
IntegerPrompt
ListPrompt
MessagePrompt
NumericPrompt
PasswordPrompt
StringPrompt
ArrayPrompt
AuthenticationPrompt (requires a
supported card reader)
BooleanPrompt
IntegerPrompt
ListPrompt
MessagePrompt
NumericPrompt
PasswordPrompt
StringPrompt
1
Singlefunction printers do not support all prompts supported by multifunction printers. Lists of supported prompts are
included here.
Overview 9
Singlefunction printers
1
eTask printers without a touch screen eTask 3 printers with a touch screen
Supported printers
C520x
C522x
C524x
C530x
C532x
C534x
C732x
C734x
C736x
C780x
C782x
C920x
C935x
E450x
E460x
E462x
T640x
T642x
T644x
T650x
T652x
W840x
C792
2
C925
2
C950
2
Notes:
These printers support Simplified Chinese, Traditional
Chinese, Korean, and Japanese prompting.
For more information about the latest device and
firmware level support with LDD, see the Readme file.
Supported
prompts
ArrayPrompt
BooleanPrompt
IntegerPrompt
ListPrompt
MessagePrompt
PasswordPrompt
(supports only numeric PINs)
ArrayPrompt
AuthenticationPrompt (requires a supported card
reader)
BooleanPrompt
CustomVlmlPrompt
ImageBooleanPrompt
ImageListPrompt
ImageMessagePrompt
IntegerPrompt
ListPrompt
MessagePrompt
NumericPrompt
PasswordPrompt
StringPrompt
1
Singlefunction printers do not support all prompts supported by multifunction printers. Lists of supported prompts are
included here.
2
New for version 4.6
Overview 10
Installing Lexmark Document Distributor
Minimum and recommended system requirements
Server, load balancer, and database components
Category Required Recommended for enterprise systems
Operating system
Windows Server 2008 R2 Standard
or Enterprise Edition (x64)
Windows Server 2008 Standard or
Enterprise Edition with SP2 (x86 and
x64)
Windows Server 2003 R2 Standard
or Enterprise Edition with SP2 (x86
and x64)
Windows Server 2003 Standard
Edition with SP2 (x86 and x64)
Note: An x86-based system refers to a
32-bit operating system and an x64-
based system refers to a 64-bit
operating system.
Windows Server 2008 R2 (x64)
Processor 2GHz dualcore Dual 2.5GHz quad-core Intel Xeon or
AMD Opteron
RAM 2GB 4GB
Hard disk drive 20GB free space for each system
component
Note: The listed space requirement
includes both space for the application
and free space for operation, but
requirements may vary depending on
system complexity and number of jobs.
Configuration 1N, XN, or XYN:
Database and load balancer
Operating system and server
configured for LMC installed on
two 15000 RPM SerialAttached
SCSI drives configured as a
RAID 1 array with at least 80GB
free space
Database and load balancer
installed on four 15000 RPM
SerialAttached SCSI drives
configured as a RAID 5 array,
with at least 300GB free space
Servers
Operating system and server
configured for jobs installed on
four 15000 RPM SerialAttached
SCSI drives configured as a
RAID 5 array with at least 80GB
free space
Installing Lexmark Document Distributor 11
Category Required Recommended for enterprise systems
Network speed 100Mbps network
Note: Network speed affects the time
required to perform a solution, and
speed requirements depend on each
solution. Solutions that require
intensive processing and more network
traffic may require Gigabit Ethernet to
run at a satisfactory speed.
Gigabit Ethernet using dualport
network adapters
Network name resolution Domain Name System (DNS) or
Windows Internet Name Service (WINS)
Notes:
Local hosts files can be used
instead of external DNS.
Contact Lexmark Professional
Services for support of other
network systems.
Static addressing
The database must have a static IP
address if it is installed on a cluster.
The load balancer must have a static
IP address if:
It is installed on a cluster.
Any eTask printers are used
with the system.
Any printers used with the
system do not have a DNS server
configured.
Static IP addresses are recommended
for all system components and any
eTask printers used with the system.
Note: The database requires the most system resources and disk I/O and therefore should be installed on the fastest
hardware with the fastest disk I/O infrastructure available. Second in resource usage is the load balancer.
Computers where Lexmark Management Console is accessed
Category Requirement
Browser Internet Explorer 7.0 or later, or Mozilla Firefox 2.0 or later, with Adobe Flash Player 10 or later. Cookies should
be enabled for the address where LMC is accessed
Video Capable of displaying 1024 x 768 or higher resolution
Virtual machine where components are installed
Category Requirement
Virtual machine monitor VMware ESX 3.0.1 or later
Note: It is not recommended to install the database on a virtual machine.
Installing Lexmark Document Distributor 12
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)
Windows Server 2008 Standard or Enterprise Edition with SP2 (x86 and x64)
Windows Server 2003 R2 Standard or Enterprise Edition with SP2 (x86 and x64)
Windows Server 2003 Standard or Enterprise Edition with SP2 (x86 and x64)
Windows 7 (x86 and x64)
Windows Vista with SP2 (x86 and x64)
Windows XP Professional with SP2 (x86 and x64)
Notes:
An x86-based system refers to a 32-bit operating system and an x64-based system refers to a 64-bit operating
system.
Enterprise Editions and Enterprise x64 Editions of Windows Server support an active/passive or active/active
clustered print server with the Lexmark Document Server Printer Port.
32-bit Enterprise Editions of Windows Server support Citrix Presentation Server 4.0.
Avoiding conflicts with other software
Install each system component on a computer with a new Windows installation and with no other software installed.
Avoid installing other software that includes these applications on the same computer where LDD components are
installed:
Apache HTTP Server
Apache Tomcat
Firebird database server
Microsoft Internet Information Services (IIS) may conflict with Apache HTTP Server and should not be installed.
Ports used by the LDD system
Communication using the following ports should be allowed on the network.
Notes:
Ports depend on the implementation of each LDD system and may differ from the listing shown here.
Any ports used by forms printers are determined by the LDD administrator.
Component Port Protocol Function
Database 3050 TCP Database communications
8001 TCP Backup/restore agent
Installing Lexmark Document Distributor 13
Component Port Protocol Function
Load balancer 4113 TCP Web adapter (JMX)
9700 TCP Profile submission to e-Task printers, Web adapter (JMX)
9705 TCP Apache agent
9780 TCP Load balancer communications, including LMC
Server 4111 TCP JMX
5111 TCP RMI
8009 TCP AJP/Tomcat connector (load balancer worker)
9743 TCP Profile submission to printers using SSL
9780 TCP Profile submission to printers
9788 TCP Profile submission to printers
Printer 79 TCP Finger
161 UDP SNMP, device discovery
5000 TCP Policy updates, ObjectStore plain text communication
5353 UDP Multicast DNS
6000 UDP Device discovery, ObjectStore communication using XML protocol
6100 UDP Device discovery, policy updates, Lexmark Secure Transport (LST) encrypted data
6110 TCP Device discovery, policy updates, LST authentication and negotiation
9100 TCP Printing, policy updates
9300 UDP Device discovery, NPA protocol UDP communications
9500 TCP NPA protocol TCP communications
Software clients 9780 TCP Profile submission
9788 TCP Profile submission
Installing Lexmark Document Distributor 14
Activating LDD licenses
Notes:
If your Lexmark reseller has provided you with license files, then save them in a folder accessible to the server,
skip the following procedure, and then continue with the server installation using the provided license files.
If your Lexmark reseller manages your licenses, then you may not be provided with an entitlement ID. Contact
your reseller to obtain the proper licenses.
When using a failover cluster for the load balancer, a complete set of licenses (including a server license, printer
licenses for all printers, a client license if applicable, and eforms virtual printer licenses if applicable) must be
activated for the host ID of each node in the cluster and made available on the shared drive.
Before installing the LDD load balancer, the appropriate licenses must be activated. Activation associates the
server license, each printer license, and, if applicable, a client license with the physical address of the load
balancer in the LDD system and generates license files that will only work with that system.
1 On the computer where you want to install the load balancer or workgroup system, click Activate and Download
License File(s) in the installation window.
2 Enter the entitlement ID provided with the server software package.
3 Copy the host ID displayed on the installation window.
Notes:
The host ID is the physical address (MAC address) of the network adapter in the server, without hyphens or
other punctuation.
If multiple network adapters are present, then a list of host IDs are shown. Any listed host ID is appropriate
as long as the associated network adapter remains in the server. However, using the host ID associated with
the network adapter connected to the same network as your LDD system may help avoid future confusion.
For more information, see “Finding the host ID” on page 48.
4 Click Launch Lexmark Licensing Portal.
5 In your Web browser, click Manage Entitlements.
Installing Lexmark Document Distributor 15
6 Activate and download the license for your LDD server system:
a Select the line for the product Lexmark Document Distributor (LDD) Server, and then click Activate.
b In the first Host ID field, enter the host ID determined in step 3.
c In the Fulfill Count field, type 1.
d Click Generate.
e 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.
f Click Complete.
Installing Lexmark Document Distributor 16
7 Activate and download the license for using LDD with your printers:
a Select the line for the product Lexmark Document Distributor (LDD) MFP License, and then click Activate.
b In the first Host ID field, type the host ID determined in step 3.
c In the Fulfill Count field, type the number of printers associated with the server you are licensing.
d Click Generate.
e Click Save To File, and then save the file using a descriptive file name, such as printer.lic, in the same
folder used in step 6.
Note: Use a file name different from any other saved license files so they are not overwritten.
f Click Complete.
Installing Lexmark Document Distributor 17
8 If you are using eforms, then activate and download the license for eforms virtual printers:
a Select the line for the product Lexmark Document Distributor (LDD) EFVP License, and then click Activate.
b In the first Host ID field, type the host ID determined in step 3.
c In the Fulfill Count field, type the number of eforms virtual printers associated with the server.
d Click Generate.
e Click Save To File, and then save the file using a descriptive file name, such as efvp.lic, in the same folder
used in step 6.
Note: Use a file name different from any other saved license files so they are not overwritten.
f Click Complete.
9 If you are using software clients with your LDD system, then activate and download the license for software clients:
a Select the line for the product Lexmark Document Distributor (LDD) Client License, and then click Activate.
b In the first Host ID field, type the host ID determined in step 3. If you are using a failover cluster for the load
balancer, then type the host IDs for standby nodes in the additional host ID fields.
c In the Fulfill Count field, type the number of software clients associated with the server.
d Click Generate.
e Click Save To File, and then save the file using a descriptive file name, such as client.lic, in the same folder
used in step 6 and step 7.
Note: Use a file name different from any other saved license files so they are not overwritten.
Installing Lexmark Document Distributor 18
f Click Complete.
Installing an enterprise system
An enterprise system is used for Document Producer installations.
Configuration types for enterprise systems
When installing an enterprise system, Lexmark Document Distributor can be installed using the following hardware
configurations:
Configuration Description Advantages Disadvantages
1N Database (DB) and load balancer (LB) on one computer, server on
one or more additional computers (most common setup when
failover is not used)
Server(s)
DB
LB
Improved
performance
Increased hardware
needs, no failover for
database or load
balancer
Installing Lexmark Document Distributor 19
Configuration Description Advantages Disadvantages
11N Database (DB) and load balancer (LB) on separate computers,
server on one or more additional computers
Server(s)
LB
DB
Further
improved
performance
Further increased
hardware needs, no
failover for database
or load balancer
XN Database (DB) and load balancer (LB) together on X computers in
a Microsoft Cluster Server for failover, server on 1 or more
additional computers (most common setup when using failover)
Server(s)
DB
LB
(cluster)
High
availability,
improved
performance
Increased hardware
needs, cluster
licensing
XYN Database (DB) on X computers in a Microsoft Cluster Server for
failover, load balancer (LB) on Y other computers in a Microsoft
Cluster Server for failover, server on 1 or more additional
computers
Server(s)
LB
(cluster)
DB
(cluster)
High
availability,
further
improved
performance
Further increased
hardware needs,
cluster licensing
Installing Lexmark Document Distributor 20
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Lexmark C792 Family Administrator's Manual

Category
Software
Type
Administrator's Manual
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