Utax Druckkostenmanagement / Print Management Operating instructions
- Type
- Operating instructions
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 proles ............................................................................................................................................12
Creating a monitoring prole ...................................................................................................................13
Creating delivery addresses ....................................................................................................................13
Creating actions .........................................................................................................................................13
Creating entries ..........................................................................................................................................14
Assigning a monitoring prole ................................................................................................................14
Export functions ................................................................................................................................................15
Creating export proles ............................................................................................................................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 eort 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 Congured for IP address 192.168.1.50/24 in the delivered condition
LAN2 Congured for DHCP in the delivered condition
LAN3 Congured 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 conguration 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-congured 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 briey 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 dene 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 briey 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 dene 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 conguration of the basic settings. In the Conguration 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 congured 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 congured for DHCP.
In order to congure 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 congurations 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 congure 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 conguration. In the Conguration tab, select the System Recognition
menu item.
SYSTEM RECOGNITION
Search areas
You will receive information regarding the dened 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 congure a search area. Enter the IP address area and congure
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 ecient as possible, UTAX smart oers
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 conguration. In the Conguration 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 proles 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 signicantly more ecient manner and be
automated.
Entries that dene which system statuses within a prole are to be monitored are assigned to each monitoring
prole. Each entry denes which system unit is monitored and which event triggers an action. Furthermore, it is
dened what this action specically 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 dened system statuses can be monitored or
display notications can be read.
The monitoring results that trigger an action are dened 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 notications, the presence of the notication is deemed to be the trigger. Desired texts can be dened
when monitoring display notications.
An action is triggered if a pre-dened status is achieved. Examples of actions include the placing of an automatic
order or automatic notications to the responsible contact person.
UTAX smart quick guide | Page 13 of 17
Creating a monitoring prole
The system statuses to be monitored are grouped in proles.
Click on Conguration and then on Monitoring Proles.
Click on Add Prole in order to create a prole.
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.
Congure the sender, the recipient and the text of the action.
You can dene an action that should be triggered for the created prole. An action can be performed
once a dened 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 specied 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 prole is currently active. In the event that several proles have already been
created, the entries for a dierent prole can be congured via Switch Prole.
Click on Add Prole Entry in order to create an entry.
Congure 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 prole
After the monitoring prole 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 prole to. If you wish to assign the monitoring prole 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 Prole action in the stacking function and click on Go.
Select your previously created
monitoring prole 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 proles
Click on Conguration and then on Export Proles. Select the Add Prole function. Enter a name for the prole
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 Conguration and then on Notications.
Select the Periodical tab and click on Add Report here. In the window that opens, congure where the email shall
be sent, which export prole 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 oce 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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Utax Druckkostenmanagement / Print Management Operating instructions
- Type
- Operating instructions
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