Utax Druckkostenmanagement / Print Management Operating instructions

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QUICK GUIDE
Status: October 2013
This manual will guide the user through the rst steps with UTAX smart.
The extensive documentation can be found in the online help.
UTAX smart quick guide | Page 2 of 17
TABLE OF CONTENTS
INTRODUCTION ........................................................................................................................................... 3
Basic system front ..............................................................................................................................................4
Basic system rear ...............................................................................................................................................5
Web interface functions .....................................................................................................................................6
Commissioning ....................................................................................................................................................7
With DHCP server .........................................................................................................................................7
Without DHCP server ...................................................................................................................................8
Log-in ....................................................................................................................................................................8
FIRST STEPS .............................................................................................................................................. 9
LAN interfaces .....................................................................................................................................................9
Network options ..................................................................................................................................................9
System options ....................................................................................................................................................9
Licences ................................................................................................................................................................9
INSTALLATION AND OPERATION .............................................................................................................10
System recognition ...........................................................................................................................................10
Search areas ...............................................................................................................................................10
Adding search areas ..................................................................................................................................10
Groups .................................................................................................................................................................11
Monitoring proles ............................................................................................................................................12
Creating a monitoring prole ...................................................................................................................13
Creating delivery addresses ....................................................................................................................13
Creating actions .........................................................................................................................................13
Creating entries ..........................................................................................................................................14
Assigning a monitoring prole ................................................................................................................14
Export functions ................................................................................................................................................15
Creating export proles ............................................................................................................................15
Periodic exports .........................................................................................................................................15
Online help .........................................................................................................................................................16
UTAX smart quick guide | Page 3 of 17
INTRODUCTION
UTAX smart is a comprehensive solution for the asset and system management of printing, copying, fax and multi-
functional printer systems from all manufacturers.
Thanks to the complete solution consisting of hardware and the associated software, the system can be seamlessly
integrated into any existing infrastructure.
Data from all printers, copiers and multifunctional devices within the network is recorded and the UTAX smart
also provides the option of also including USB printers.
Measuring only 15 x 15 x 2 cm, the UTAX smart hardware platform is the perfect solution for a fully-automated
system management.
The system can be integrated with minimum eort thanks to the fully passively-cooled hardware and the simple
software handling.
The UTAX smart hardware platform is integrated into the network via your Ethernet interfaces. The user interface
can be retrieved via one of the conventional browsers (Internet Explorer from Version 7.x, Mozilla Firefox, Opera,
Safari and others).
Thanks to the automatic system recognition, basic installation is carried out within a few minutes.
UTAX smart quick guide | Page 4 of 17
BASIC SYSTEM FRONT
Readiness indicator light (green) LED illuminated – Power available.
Activity indicator light
LED illuminated – During write access
Do not disconnect the hardware under any circumstances if
this LED is illuminated.
Readiness indicator light (green)
LED unlit – Date and time set.
LED ashing – Date and time not set.
Reset button
Resets the network settings and the administrator password
to the factory default settings. All other data and settings are
preserved.
The network settings and the administrator password are
reset to the factory default settings when the reset button
is pressed during the start process.
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UTAX smart quick guide | Page 5 of 17
BASIC SYSTEM REAR
The rear contains the following connections:
RS-232 Serial interface, only for service purposes
LAN1 Congured for IP address 192.168.1.50/24 in the delivered condition
LAN2 Congured for DHCP in the delivered condition
LAN3 Congured for DHCP in the delivered condition
USB Two USB ports
Power supply 9–18 VDC 400 mA
Power adaptor 18 VDC 400 mA
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UTAX smart quick guide | Page 6 of 17
WEB INTERFACE FUNCTIONS
Action cog: Move the mouse pointer to this symbol in order to display
a list of possible actions.
Edit pen: Click on the edit pen in order to change the settings.
Check box: Highlights the respective entry.
Stacking function: Enables the conguration of all entries highlighted
via the check boxes in one step.
UTAX smart quick guide | Page 7 of 17
COMMISSIONING
The UTAX smart can be commissioned in two ways. The hardware LAN interfaces are pre-congured in such
a manner that it is possible with or without a DHCP server.
With DHCP-Server
1. Connect the UTAX smart hardware platform to the network via LAN2 or LAN3.
2. Connect the hardware to the power supply.
All three LEDs will illuminate for a few seconds at the beginning of the start process. All
three LEDs will briey illuminate once again after the start process has been completed.
3. Check the accessibility via a ping to the host name.
In the delivered condition, the host name is the serial number.
4. Once the ping test has been successfully completed, enter the host name into the browser.
The system is now ready for use. The log-in window is displayed.
Ping does not provide a response.
Name resolution has not taken place. Check on the DHCP server
whether an IP address was issued. Use this address instead of the
host name.
Log-in window is not displayed.
Check your web browser to see whether a proxy server has been
entered. Temporarily deactivate this server or dene a respective
exception.
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UTAX smart quick guide | Page 8 of 17
Without DHCP-Server
1. Connect the UTAX smart hardware platform to a computer with a crosslink cable via LAN1.
The computer must be in the same subnet as the hardware platform!
If this is not the case, perform the following network settings:
IP address 192.168.1.51 with subnet mask 255.255.255.0.
2. Connect the hardware to the power supply.
All three LEDs will illuminate for a few seconds at the beginning of the start process.
All three LEDs will briey illuminate once again after the start process has been completed.
3. Check the accessibility via a ping to the IP address 192.168.1.50.
4. Once the ping test has been successfully completed, enter the IP address into the browser.
The system is now ready for use. The log-in window is displayed.
Ping does not provide a response.
The hardware is not correctly connected to the computer. Check the
crosslink cable and the network settings.
Log-in window is not displayed.
Check your web browser to see whether a proxy server has been
entered. Temporarily deactivate this server or dene a respective
exception.
LOG-IN
In order to log-in, enter the following information:
User name: admin
Password: No password set, leave eld empty
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UTAX smart quick guide | Page 9 of 17
FIRST STEPS
If the system is accessible in the network, log-in as described under Commissioning.
Perform the conguration of the basic settings. In the Conguration tab, select the Basic Settings menu item.
LAN interfaces
You will receive information for the available LAN interfaces in this tab.
In the delivered condition, LAN1 is congured for IP address 192.168.1.50 and subnet mask 255.255.255.0.
The host name is the same as the UTAX smart hardware platform serial number.
In the delivered condition, the LAN interfaces of LAN2 and LAN3 are congured for DHCP.
In order to congure the information, click on the cog and select Edit
.
Further information about the LAN interfaces can be found in the UTAX smart online help.
Network options
You will receive information for the options and static routes in this tab.
Click on the Edit Pen in order to perform settings for email delivery and the proxy server.
System options
Individual congurations for data capture as well as further UTAX smart basic settings can be performed in
this area.
Click on the Edit Pen in order to congure the information.
Further information about this can be found in the online help.
Licences
You received a licence when you purchased UTAX smart.
Click on Retrieve Licences. UTAX smart now connects to the licence server and automatically retrieves the
licences that are available for your system.
UTAX smart quick guide | Page 10 of 17
INSTALLATION AND OPERATION
UTAX smart automatically nds all systems in your network.
Perform the system recognition conguration. In the Conguration tab, select the System Recognition
menu item.
SYSTEM RECOGNITION
Search areas
You will receive information regarding the dened search areas in this tab.
The stipulated search area for all imported systems refers to systems that were not recorded via the
system recognition but were added via the import function.
Further information about this can be found in the online help.
Adding search areas
Click on Add Search Area in order to congure a search area. Enter the IP address area and congure
the parameters for the system recognition.
Further information about this can be found in the online help.
UTAX smart quick guide | Page 11 of 17
GROUPS
In order to make the administration of the systems as easy and ecient as possible, UTAX smart oers
the possibility of uniting systems in groups. For instance, it is possible to create reports on a group basis
and to automatically calculate volumes. A system can be a member of multiple groups.
Perform the group conguration. In the Conguration tab, select the Groups menu item.
Select Add Group in order to add a group.
Alternatively, groups can also be imported. In order to do so, click on Import Groups.
Further information about this can be found in the online help.
UTAX smart quick guide | Page 12 of 17
MONITORING PROFILES
UTAX smart provides the opportunity to le proles for the monitoring of systems in order to regularly check
their current status. Consequently, system stoppages are avoided as preventative measures are requested prior
to the occurrence of a stoppage.
As a result, all processes can be accelerated, implemented in a signicantly more ecient manner and be
automated.
Entries that dene which system statuses within a prole are to be monitored are assigned to each monitoring
prole. Each entry denes which system unit is monitored and which event triggers an action. Furthermore, it is
dened what this action specically contains.
For instance, the toner ll levels as well as the status of the developer units, drums and the fuser, transfer or
cleaning units can be monitored. It is also possible to monitor threshold values for the loading of the device with
paper or other consumable material. Furthermore, permanently dened system statuses can be monitored or
display notications can be read.
The monitoring results that trigger an action are dened for each status monitoring. For instance, concrete
threshold values can be provided for ll levels (e.g. Trigger if toner content falls below 10 %.
For system notications, the presence of the notication is deemed to be the trigger. Desired texts can be dened
when monitoring display notications.
An action is triggered if a pre-dened status is achieved. Examples of actions include the placing of an automatic
order or automatic notications to the responsible contact person.
UTAX smart quick guide | Page 13 of 17
Creating a monitoring prole
The system statuses to be monitored are grouped in proles.
Click on Conguration and then on Monitoring Proles.
Click on Add Prole in order to create a prole.
Further information about this can be found in the online help.
Creating delivery addresses
In UTAX smart, you can optionally create delivery addresses that can be allocated to systems.
Click on Add Delivery Address in order to create a delivery address.
Click on Import Delivery Address in order to import delivery addresses.
Further information about this can be found in the online help.
Creating actions
In order to create an action, click on the Actions tab and then on Add Action.
Select the Action Type.
Congure the sender, the recipient and the text of the action.
You can dene an action that should be triggered for the created prole. An action can be performed
once a dened status has been reached (e.g. an action should be performed if the toner content is below
10 %). In addition, a further action can be triggered if the status is outside of the specied range again
(e.g. when the toner was replaced).
Further information about this can be found in the online help.
UTAX smart quick guide | Page 14 of 17
Creating entries
Click on the Entries tab.
The tab header indicates which prole is currently active. In the event that several proles have already been
created, the entries for a dierent prole can be congured via Switch Prole.
Click on Add Prole Entry in order to create an entry.
Congure which unit shall be monitored, when it is triggered and which action should be performed.
It is possible to monitor a system unit several times. For instance, with this function, it is possible to
trigger an order if the black toner is below 15 % and to also internally notify a further person if the black
toner is below 10 %.
Further information about this can be found in the online help.
Assigning a monitoring prole
After the monitoring prole has been created, the systems that are to be monitored still need to be allocated. In
order to do so, click on Systems and then on System Overview. Select the check boxes for the systems that you
wish to assign the monitoring prole to. If you wish to assign the monitoring prole to all systems, you can use the
Select All Displayed Systems and all systems that are currently displayed on this page are selected.Then select
the Change Monitoring Prole action in the stacking function and click on Go.
Select your previously created
monitoring prole in the window that opens and click on Save.
Further information about this can be found in the online help.
UTAX smart quick guide | Page 15 of 17
EXPORT FUNCTIONS
With UTAX smart, you can regularly send an export of the systems complete with the current counter readings and
further information via email.
Further information about this can be found in the online help.
Creating export proles
Click on Conguration and then on Export Proles. Select the Add Prole function. Enter a name for the prole
and select the check boxes belonging to the information that is to be exported.
Periodic exports
In order to arrange for a regular export to be sent via email, click on Conguration and then on Notications.
Select the Periodical tab and click on Add Report here. In the window that opens, congure where the email shall
be sent, which export prole shall be used and the intervals at which the export shall be sent.
UTAX smart quick guide | Page 16 of 17
ONLINE HELP
UTAX smart provides a comprehensive online help for each function. They can be called up from all views by
clicking on Help and then on Online Help. You will receive individual help texts depending upon the area from
which you called up the online help. If you opened a lightbox, click on the Question Mark in the top right area
in order to display the respective online help.
UTAX GmbH
Ohechaussee 235
22848 Norderstedt
Germany
Phone +49 40 52849-0
Fax +49 40 52849-120
www.utax.com
www.utax-smart.de
UTAX GmbH has been a trade mark for professional oce technology since 1961. As the partner of a German wide dealer
network and international distribution, we are specialized in the distribution and integration of printing, copying and multi-
functional systems in corporate IT and public sector, amongst others. With the MDS solution UTAX smart for example, output
systems can be controlled regardless of the manufacturer and the infrastructure can be optimised in line with demands.
UTAX recommends the use of original UTAX accessories for trouble-free operation of your system. For recommended print
media refer to the user manual. UTAX and the UTAX logo are registered trade marks of UTAX GmbH. All other brand names
referred to are registered trade marks of the respective manufacturers.
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