GoPrint Scheduled Quota

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1 GoPrint Scheduled Quota Version 4.1 Updated July 2014 GoPrint Systems 2014 GoPrint Systems, Inc, All rights reserved. One Annabel Lane, Suite 105 San Ramon, CA (925) ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 1

2 Scheduled Quota Contents Overview... 3 Configuration Steps... 4 Step 1 - Decide how you want to create accounts... 4 Step 2 - Select a User Class... 5 Step 3 - Enable the Quota Purse... 6 Step 4 - Configure the Scheduled Quota... 6 Step 5 - Enable Quota Purse at PayPoint... 9 Step 6 - Enable Scheduled Quota at Web Client/Release Station. 10 Step 7 - Create Quota Users LDAP Import using CSV file Manually Create How it works Setting display amount in pages allotted Low Balance notification ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 2

3 OVERVIEW This document is intended to introduce you to the GoPrint Quota payment method. There are essentially two types of Quota: 1. Quota that is given to the user in the form of free Prints or allowance. 2. Quota the user purchases. Terms to know User Class: can be referred to as a group. You assign users to a Class and grant users access to resources assigned to the Class referred as Purses. Purse: Is your form of payments referred to as Pay Method. These can be any one or combination of the following: 1. Scheduled Quota (free allotted of prints) 2. Credit Allowance (keeps a running total for chargeback) 3. Paid Quota (user purchases print funds) 4. Value Card or Cash/Coin Acceptor (not Quota related) 5. Campus OneCard integration (Quota related when CardNo is pulled from LDAP) Quota User: is a user account that is created in the GoPrint database that is used to identify and authenticate the user. Users are granted access to a User Class based on a desired authentication method. See Step 1 on page ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 3

4 Scheduled Quota allows you to grant an allowance of free prints daily, monthly, weekly, or per semester. Setting up the GoPrint Scheduled Quota system is a seven step process: 1. Decide how you want to create the Quota user accounts. 2. Set the User Class. 3. Enable the Quota method. 4. Configure the Scheduled Quota. 5. Assigning the Purse to the appropriate PayPoint. 6. Ensure the PayPoint is enabled at the Print Release Station and Web Client. 7. Set the Print Release Station and Web Client to payment mode. 8. Create Quota users. Step 1 Decide how you want to create the Quota user accounts Quota accounts can be created using a variety of resources available currently in your environment. You may us a single object, a combination, and multiple objects. Once you decide which method works best of your environment you can then began to create the Scheduled Quota. 1. LDAP connection: 2. Manually created 3. A CSV file 4. SQL query to an external database For Additional information refer to Page ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 4

Step 2 Select a User Class To access the Class Definition screen and enable your Quota Purse select: Accounts - Class Definitions GoPrint provides a template called

For ease of use, you may use the Default User Class template or create additional User Classes to accommodate various groups of users.

5 Step 2 Select a User Class To access the Class Definition screen and enable your Quota Purse select: Accounts - Class Definitions GoPrint provides a template called the Default User Class is designed to assign one or multiple payment methods referred to as Purses, to a group of users. For ease of use, you may use the Default User Class template or create additional User Classes to accommodate various groups of users. In this example we will create a new User Class. To configure your Quota Purse, click the Plus icon: Add a User s Class to define purses and allowed pay methods for account 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 5

6 Step 3 Enable the Quota Pay Method The list of available Purses licensed to your organization appears in the User Class properties page. Important: If the appropriate Pay Method options aren t listed, check to ensure your license key and serial number have been entered correctly or contact GoPrint support to obtain an updated key. Type: Quota Purse Name: Purse names are displayed next to a user s available funds. Rename the purse to a user-friendly name easily identifiable by staff and end-users. Example: Campus Print Funds. Step 4 Configure the Scheduled Quota Scheduled Quota screencast A Scheduled Quota is an effective method used for automatically making repetitious adjustments to a Purse's value. This action affects every user in the Class with which it is associated. Scheduled expiration renewal dates can be applied as a one Time (never), Daily, Weekly, Monthly, and Specific Dates. To configure a Schedule Quota select Accounts Scheduled Quota 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 6

Click the Plus icon to Add a Scheduled Quota Leave the default setting of Enabled to Run Scheduled Quota Nightly Task Settings Name: create a user-friendly name to identify the group of users it

7 Click the Plus icon to Add a Scheduled Quota Leave the default setting of Enabled to Run Scheduled Quota Nightly Task Settings Name: create a user-friendly name to identify the group of users it applies to. Active: check to make the Schedule Quota Active. Apply to New Users: applies the funds to all new users. Value Purse: select the Pay Method created in Step 2 Amount: enter the desired dollar amount. Accrue: allows the remaining balance to carry over to the next renewal period. Reset: All unused funds expire at the designate date 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 7

Repeat Option: Never The default is set to NEVER or a One time amount that does not repeat. The example applies the funds on 09/01/2011 and ends after this date.

8 Scheduling Start Date: enter or select from the Calendar button the date the Scheduled Quota is to become effective. This is the first date that it will be considered active and applicable to user accounts. Once the End Date is reached the quota becomes disabled! Repeat Option: Never The default is set to NEVER or a One time amount that does not repeat. The example applies the funds on 09/01/2011 and ends after this date. Repeat Option Daily: Sets the Quota to renew on a daily basis Daily: The results of Every 1 days the schedule to renew everyday sets Repeat Option: Monthly Monthly and On Days: the setting of 1 month and Day 1 schedules the quota to reset the 1 st of every month. Repeat Option: Specific Dates Quote resets in September and January! The new Scheduled Quota now appears in the list of configured Purses: 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 8

Step 5 - Assign the Scheduled Quota to a PayPoint Note: it s

select the Add PayPoint icon to create a new PayPoint or Click

Financial Section Allowed Purses Check the Default Scheduled

9 Step 5 - Assign the Scheduled Quota to a PayPoint Note: it s assumed the PayPoint was previously configured, and if not, select the Add PayPoint icon to create a new PayPoint or Click the pencil icon to enter your existing PayPoint properties Financial Section Allowed Purses Check the Default Scheduled Quota Purse 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 9

Optional Settings: Sort Order is used with multiple Pay Methods to display the primary Pay Method first. The lower the number sets that Pay Method first in order.

10 Optional Settings: Sort Order is used with multiple Pay Methods to display the primary Pay Method first. The lower the number sets that Pay Method first in order. Note: Payment Connector, Add Value Option, Add Instructions, and Partial Payment Option are used with various port of sale systems and don t apply to Scheduled Quota. Step 6 Enable Pay Method at a Web Client and Print Release Station Web Client Popup Profiles Section PayPoint: select the PayPoint from the drop down menu Behaviors Section Logins Authentication: Quota Session Timeout: set the amount of time the system will auto-log out a user It s recommended to set a short timeout to encourage users to immediately print their documents to eliminate the risk of other users accidently paying for and printing the previous users print jobs ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 10

Section General PayPoint: select the PayPoint from the drop down menu Appearance To enable a Print Release Station to accept

11 Behaviors Allow Payment at: Workstation Pay/Release Mode: Pay-for-print Note: Allow Payment at PayStation is commonly checked when a Quota is combined with a vending payment option or for additional security Print Release Station General Section General PayPoint: select the PayPoint from the drop down menu Appearance To enable a Print Release Station to accept Quota payments set: Mode: PayStation Authentication Type: Standard 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 11

Step 7 - Create Quota users New Quota accounts may be created using a number of methods: When implementing LDAP filters for importing user information to assign to User Classes, it is necessary to

12 Step 7 - Create Quota users New Quota accounts may be created using a number of methods: When implementing LDAP filters for importing user information to assign to User Classes, it is necessary to first establish a successful communication with the appropriate directory service database used by your organization. Currently GoPrint supports Novell Directory Services, OpenLDAP, Microsoft Active Directory, and External Authentication to a 3 rd party accounting or database account system. Option #1 Create users with a LDAP Repository Refer to the following documentation: Active Directory and LDAP OpenLDAP and Novell edirectory ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 12

Option #2 - Import users using a CSV File Bulking importing Users http://www.goprintsupport.

pdf Importing Users Using a CSV File screencast

13 Option #2 - Import users using a CSV File Bulking importing Users Importing Users Using a CSV File screencast f6e0a-47b7-420e-b433-efe744e55b4b 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 13

Option #3 Manually Create Accounts Assigned staff members can be granted Rights to manually create Quota users and assign them to the corresponding Scheduled Quota Purse. 1.

14 Option #3 Manually Create Accounts Assigned staff members can be granted Rights to manually create Quota users and assign them to the corresponding Scheduled Quota Purse. 1. Accounts Manage Users 2. Select link to Add a new user 3. Select the Scheduled Quota Purse from the Class drop down menu 4. Press Save and Add 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 14

15 How it Works Quota Payment Process at Web Client Web Client - Screen 1 1. User sends a print job and the Web Client pops up. 2. User is prompt to enter their Quota ID and password Important: Under LDAP authentication, Quota user accounts are not created until the first time a user logs into the Web Client. At that time, communication to the directory service database is made over the LDAP protocol ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 15

Web Client - Screen 2 If successful, authentication occurs, the student s Quota ID and Available funds are displayed under the Account Summary section.

16 Web Client - Screen 2 If successful, authentication occurs, the student s Quota ID and Available funds are displayed under the Account Summary section. Students can review their account to ensure an adequate balance exists. They select their print jobs and the Total cost is displayed under the Transaction Summary section. If all is well, they select Pay and Print to release their print jobs ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 16

Web client - Screen 3 A successful transaction results with the user s new balance appearing under their Available fund, and the Transaction Summary section

17 Web client - Screen 3 A successful transaction results with the user s new balance appearing under their Available fund, and the Transaction Summary section displays the payment amount (highlighted in red) followed by the adjusted new balance ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 17

corresponding print button Screen 2 - User reviews their print jobs and selects the jobs to

18 Quota Payment Process at a Print Release Station Screen 1 - User sends a print job and walks over to a release station They identify their username or workstation and click the corresponding print button Screen 2 - User reviews their print jobs and selects the jobs to print and clicks Continue 2017 ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 18

Screen 3 - User is prompt to log in with their Quota ID and Password, and if successful authentication occurs, and the student s

Students can review their account to ensure an adequate balance exists, and release their print job.

At that time, communication to the directory service database is made over the LDAP protocol.

19 Screen 3 - User is prompt to log in with their Quota ID and Password, and if successful authentication occurs, and the student s Quota ID and Available funds are displayed under the Account Summary section. Students can review their account to ensure an adequate balance exists, and release their print job. Important: under LDAP authentication, Quota user accounts are not created until the first time a user logs into the Web Client. At that time, communication to the directory service database is made over the LDAP protocol. Ex: Available Balance displayed If multiple purses are available for payment, users can choose the Next Purse button to select a secondary Pay method from which to draw funds ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 19

Select the Prompts tab Label: change Wording to say what you want displayed: Credit Available or Pages Available etc.

20 Display balance by allotted pages and not cost 1. Select the Pencil icon next to the name you created for your PayPoint. 2. Select the Prompts tab Label: change Wording to say what you want displayed: Credit Available or Pages Available etc.. Amount Prefix: remove the dollar sign. Display in Units: enter the currency value of 1 unit instead of dollars. Ex: if charging.10 per page, then enter ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 20

Low Balance Email Notification You may elect to email users a low

21 The available balance is displayed in the form of Pages Available and not dollars. Low Balance Notification You may elect to users a low balance notification when their balance drops below a specific limit ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 21

file. 3. System Policy - Accounting tab 4. Check Notify Balance 5.

22 1. System System Policy Network tab 2. Enter the SMTP server information Important: the FQDN MUST match the FQDN of the Quota Users account on file. 3. System Policy - Accounting tab 4. Check Notify Balance 5. Enter the global low balance limit Note: this is a global setting for all users. It is not possible to different low balance limits ITC Systems, Inc. All rights reserved. GoPrint Scheduled Quota 22

GoPrint Quota System Overview

GoPrint Quota System Overview Version 4.2 Updated July 2016 GoPrint Systems 2014 GoPrint Systems, Inc, All rights reserved. One Annabel Lane, Suite 105 San Ramon, CA 94583 (925)790-0070 2016 GoPrint Systems,