USER GUIDE PRINT MANAGER PLUS RELEASE STATION Software Shelf Computer Software. Take Control of Your Network Printing

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1 Software Shelf Computer Software USER GUIDE PRINT MANAGER PLUS RELEASE STATION 2008 Take Control of Your Network Printing United States 601 Cleveland Street, Suite 710 Clearwater, FL Sales: Support: Fax: United Kingdom Vitality House, 2-3 Imberhorne Way East Grinstead, West Sussex, RH19 1RL Sales: Support: Fax: Software Shelf services including tech support, online store, and other help services can be contacted by going to

2 SOFTWARE SHELF INTERNATIONAL INC Release Station 2008 For Print Manager Plus 6.0 Table of Contents Introduction... 2 Release Station Prerequisites... 2 Print Manager Plus Installation:... 2 Internet Information Services (IIS) 5.0 or Later:... 2 Microsoft.Net Framework 1.1 or later:... 2 PayPal Website Payments Pro:... 2 Configuring Print Manager Plus to Hold Print Jobs... 3 Holding Jobs by Printer... 3 Holding Jobs by User Group... 4 Holding Jobs by User... 5 Release Station Installation... 7 Release Station IIS Configuration: Using the Release Station as an Administrator: Allowing Users to Release their Own Print Jobs: Activating PayPal Credit Card Features: Paying for Print Jobs with Credit or PayPal: Adding Balance with Credit or PayPal: Setting up Receipts: Enabling Security using Secure Socket Layer (HTTPS): Introduction: Enabling HTTPS with an Obtained SSL certificate: Enabling HTTPS using the Internet Information Services Resource Kit Tools: Trialing PayPal Features in a PayPal Sandbox:

3 INTRODUCTION The Release Station requires that Print Manager Plus 6.0 or later be installed and configured. If Print Manager Plus 6.0 is not installed, please follow the steps in the section labeled Print Manager Plus Installation to install this product. Installing Print Manager Plus and the Release Station 2008 allows print jobs to be held and paid for with Print Manager Balance, or using a Credit Card via PayPal. This version also enables end users to add to their balance using a Credit Card or PayPal. If you intend to accept payments from Credit Cards via PayPal, a PayPal business account is required. More information on establishing this merchant account is available via RELEASE STATION PREREQUISITES: Prior to installing the release stations, these key infrastructure points need to be in. 1. Print Manager Plus Installation: The release station requires Print Manager Plus 6.0 be already and installed and tracking to function. If an evaluation copy is needed, please visit the website below: Installing Print Manager Plus: (If print manager plus is already installed, please skip to the following section.) a. Launch the installer and follow the prompts to the point where a license key is required. b. Continue following prompts until the database selection screen. At the database selection screen, choose the database which best fits the size of your organization. c. Continue following prompts until the software is fully installed. Important: If asked to reboot, please do so before attempting to use the software. 2. IIS 5.0 or Later: On the Print server, ensure Internet Information Services is installed on the machine this can be done from Add/Remove Windows Components. Note: On Windows Server 2003 also ensure ASP.NET is installed within Add/Remove windows components. This can be found under Application Server. 3..Net Framework: The Print Manager Plus Release Station also requires that the.net Framework be installed. We recommend using version 2.0 of the.net Framework which is available from Microsoft Download Center: 4. PayPal Website Payments Pro: To take advanced of the Credit Card and PayPal Payment options, a PayPal Business Account with the WebSite Payments Pro Option is required. For more information on setting up a PayPal merchant account, please visit Release Station User Guide Page 2

4 CONFIGURING PRINT MANAGER PLUS TO HOLD PRINT JOBS: Once Print Manager Plus is installed, it will need to be configured to hold and pause the print jobs. Print Jobs can be held by Printer, by User Group, or by User. The below sections outline each method. HOLDING JOBS BY PRINTER 1. Once installed, launch the Print Manager Plus Administrator from your Start Menu 2. Select the Printers Tab. Double click on the printer you want to have hold Print Jobs. 3. A new dialog will appear, go to the Restrictions tab of this dialog. Select Deny printing if document size is greater than 0 Bytes. This will cause PMP to restrict and hold ALL print jobs. Once done click OK 4. Next go to Settings > Configure Print Manager Actions. Release Station User Guide Page 3

5 5. Within Configure Actions, go to the File Size Exceeded Tab and set it to Pause the Print Job 6. Click OK and Close Print Manager Plus. Now all print jobs sent to this printer will be held and left paused in the Queue. HOLDING JOBS BY USER GROUP 1. Once installed, launch the Print Manager Plus Administrator from your Start Menu 2. Select the User Group Defaults Tab, and locate an Active Directory Group you would like hold the jobs for. Double click on this Active Directory Group. 3. A new dialog will appear, go to the Restrictions tab of this dialog. Select Deny printing if document size is greater than 0 Bytes. This will cause PMP to restrict and hold ALL print jobs for this group. Release Station User Guide Page 4

6 Once done click OK 4. Next go to Settings > Configure Print Manager Actions. 5. Within Configure Actions, go to the File Size Exceeded Tab and set it to Pause the Print Job 6. Click OK and Close Print Manager Plus. Now all print jobs sent from this user group through this print server will be held and left paused in the Queue. HOLDING JOBS BY USER 1. Once installed, launch the Print Manager Plus Administrator from your Start Menu 2. Select the Users Tab, and locate the Active Directory User you need to hold jobs for. Double click on this account. Release Station User Guide Page 5

7 3. A new dialog will appear, go to the Restrictions tab of this dialog. Select Deny printing if document size is greater than 0 Bytes. This will cause PMP to restrict and hold ALL print jobs for this user. Once done click OK 4. Next go to Settings > Configure Print Manager Actions. 5. Within Configure Actions, go to the File Size Exceeded Tab and set it to Pause the Print Job 6. Click OK and Close Print Manager Plus. Now all print jobs sent from this user group through this print server will be held and left paused in the Queue. Release Station User Guide Page 6

8 RELEASE STATION INSTALLATION: 1. Download the Release Station from the following link: 2. Unzip the program, and run the Setup.exe. On the first dialog, leave the settings as below and click Next 3. On the next screen, you will be prompted for a Domain. You will need to enter the NetBIOS short name of your Domain that has the users you are tracking print jobs for. Release Station User Guide Page 7

9 4. Next you will be prompted for allowing users to pay for print jobs, or to add balance using a Credit Card via PayPal. Check these features if desired 5. Next you will be prompted for the Administrators. These are the Active Directory users that have permissions to view and release ALL print jobs. 6. Clicking Next will finish the Install. Once installed, continue to the following section labeled Release Station IIS Configuration. Release Station User Guide Page 8

10 RELEASE STATION IIS CONFIGURATION: 1. Once installed, you will need to set Security in IIS to allow users to Access the Release Station. a. Open the Internet Information Services (IIS) Administrator within Administrative Tools b. Expand the b folder, then the Default Web Site folder. Within this folder will be the PMPReleaseStation Web Application. Right click on PMPReleaseStation and go to Properties. c. Click on the Directory Security tab and click the Edit button under Anonymous Access d. In this dialog: i. Turn off Integrated Windows Authentication ii. Turn on Enable Anonymous Access iii. Enter in a domain account that is an Admin of the Print server, and that has read and write permissions to the PrintManager Database. Release Station User Guide Page 9

11 USING THE RELEASE STATION AS AN ADMINISTRATOR: 1. Print a Job to the Printer that was set to pause jobs. You should see the print job sitting in the queue. 2. Open the Release Station from a Web Browser by going to Note: Replace ServerName with the name of the print server. In our example 3. A Login page should load, login with the admin and the password you specified during install. 4. Once logged in you will see the Print jobs in queue to release or delete 5. To access advanced options and to edit the configuration, users that are Administrators can click the Configuration button at the bottom of the page. Release Station User Guide Page 10

12 ALLOWING USERS TO RELEASE THEIR OWN PRINT JOBS: 1. When setup properly, Print Manager Plus will pause the jobs in the print queue. Automatically when the Release Station is setup in Domain Mode, any user can logon with their Active Directory Account, and release their own job. In the example below, a domain User JDoe has printed their job. 2. The user can then, open the Release Station from a Web Browser by going to (In our example the serverame is Gemini) 3. A Login page will load which the user can login with their AD account. 4. Once logged in, the user will see only the jobs they have in queue. Release Station User Guide Page 11

13 ACTIVATING PAYPAL CREDIT CARD FEATURES: Introduction: The Print Manager Plus Release can be configured to allow users to pay for specific jobs in queue using PayPal and add balance to their Print Manager Plus account via a credit card or pay pal account. To take advanced of the Credit Card and PayPal Payment options, a PayPal Business Account with the WebSite Payments Pro Option is required. For more information on setting up a PayPal merchant account, please visit Important: It is strongly recommend that Internet Information Services be configured to use SSL (HTTPS) Encryption when using PayPal Credit Card features. Details on setting up this encryption can be found in the section labeled: ENABLING SECURITY USING SECURE SOCKET LAYER (HTTPS): Activating PayPal Features: PayPal features can be activate either during install, or after install by following these steps. 1. Log into the Print Manager Plus release station as a Release Station Administrator. 2. Click the Configuration Button on the bottom of the screen to open the Configuration dialog. Within this dialog, click View PayPal Settings. 3. Within the View PayPal Settings, you will need to enter your PayPal Account settings which are available within your Business Account information. Then select the PayPal features you wish to activate and click OK. Release Station User Guide Page 12

14 PAYING FOR PRINT JOBS WITH CREDIT OR PAYPAL: Introduction: The Release Station allows end users to pay for their jobs via Credit Card or PayPal. Before using these features, ensure the Allow Users to Pay for Printing via PayPal option is enabled. 1. Once print jobs are held in the queue, the end user will see their print jobs within the release station. 2. If the user has sufficient balance in their account, they can resume the job using their existing balance or using PayPal. If they the user is out of balance, the user will only have the option of resuming their jobs via Pay Pal. 3. To pay for jobs, Select the print jobs the user wishes to pay for and then click the Pay with PayPal button at the bottom of the screen. 4. The user will then be brought to a shopping card that will list the jobs to be paid for, along with the time, total pages and cost. Of each job. 5. Once the user has confirmed and click the Check Out button, they will be prompted for their Credit Card information. Alternatively, the user can use their PayPal account by clicking the Check out with PayPal button. After clicking Pay Now, the print jobs will be printed and their card will be charged. Release Station User Guide Page 13

15 ADDING BALANCE WITH CREDIT OR PAYPAL: Introduction: The Release Station allows end users to add to their printing balance using Credit or PayPal. Before using these features, ensure the Allow Users to Add balance via PayPal option is enabled. 1. Any time a user wish to Add Balance to their active directory account, they simply need to logon to the release station. Once logged in, 2. Once clicked, the user can choose how much balance they wish to add. Once added, they can proceed to checkout. 3. Once the user has confirmed and click the Check Out button, they will be prompted for their Credit Card information. Alternatively, the user can use their PayPal account by clicking the Check out with PayPal button. After clicking Pay Now, their balance will be increased and their card will be charged. Release Station User Guide Page 14

16 SETTING UP RECEIPTS: Introduction: Receipts can be ed to end users when they purchase credit or pay for jobs via Credit Card/PayPal. Allowing this to work requires the SMTP service be running within IIS. Below are generic steps for enabling SMTP within IIS. If SMTP is already in use and configured receipts will automatically work. 1. Ensure SMTP is installed. This can be done within Add/Remove Windows Components. Browse to the Internet Information Services component and within Details Check Off the item named SMTP Service. 2. Clicking OK will install the SMTP service and may require the Windows Operating System CD-Rom. 3. Now that SMTP is installed, open the Internet Information Services and right click on the Default SMTP Virtual Server and choose properties. 4. Within Properties open the Access tab. Click the Relay button at the bottom of this tab. 5. Within relay restrictions add he machines that will require sending , or choose All Except the List below to allow any machine in the network to send using the Release Station. 6. Now receipts will be allowed for all Credit Card and PayPal Transactions. Release Station User Guide Page 15

17 ENABLING SECURITY USING SECURE SOCKET LAYER (HTTPS): Introduction: On a default install, the Print Manager Plus Release Station does not use SSL encryption (HTTPS). Even though this application is run over an Intranet, HTTPS encryption is strongly recommended if the PayPal Credit Card options will be used. HTTPS can be enabled one of two ways. (A) Obtaining an official Security Certificate for your internal website from an SSL Certificate Provider (i.e. (B) Install a free SSL certificate from the Internet Information Services Resource Kit. This certificate will provide full HTTPS functionality, but will not be fully registered. Enabling HTTPS with an Obtained SSL certificate: 1. Start the Internet Information Services manager from Administrative Tools. 2. Browse to the PMPReleaseStation within default website, and right click on it and choose Properties 3. Within Properties open the Directory Security tab. At the bottom of this tab click on Edit within the Secure Communications group. 4. In the new dialog that appears, check the options Require secure channel (SSL) and Require 128-bit encryption and click OK 5. Provided the Print Server s has an existing Server SSL certificate, browsing to the release station will not require an HTTPS connection. For example Release Station User Guide Page 16

18 Enabling HTTPS using the Internet Information Services Resource Kit Tools: Introduction: The Internet Information Resource Kit tools from Microsoft contains the SelfSSL 1.0 Security certificate. This allows 128-bit encryption to be run on Intranet websites without the use of an Official SSL Certificate. 1. Download the Internet Information Services Resource Kit Tools from Microsoft. This can be found at 2. Once downloaded, you can download our SelfSLL integration tool to the same directory and run it. It will install the specific components required to enable the SelfSSL certification Once the integration tool and IIS Resource Kit are in the same folder, run the Integration Tool. 6. When the tool as finished running start the Internet Information Services Manager from Administrative Tools. 7. Browse to the PMPReleaseStation within default website, and right click on it and choose Properties 8. Within Properties open the Directory Security tab. At the bottom of this tab click on Edit within the Secure Communications group. 9. In the new dialog that appears, check the options Require secure channel (SSL) and Require 128-bit encryption and click OK 10. Provided the Print Server s has an existing Server SSL certificate, browsing to the release station will not require an HTTPS connection. For example Release Station User Guide Page 17

19 TRIALING PAYPAL FEATURES IN A PAYPAL SANDBOX: Introduction: In evaluation, it may be necessary to trial the functionality of Credit Card and PayPal payments without the transfer of actual currency. This can be done using the PayPal Developer Sandbox Account. These accounts can be obtained from The below steps outline obtaining this account and setting it up for use within the release station. 1. To the use the Sandbox, first a PayPal Developer account will need to be created. This can be signed up for at and is a free service created by PayPal. 2. Once a developer account has been created you will need to setup at least one Sample Seller and Sample Buyer account. This can be done by logging into the Developer Sandbox, and going to Test Accounts. Once the test account is created, ensure you have selected to enable it within the Developer Sandbox. 3. Once the test seller information is established, you will need to enter this information into the PayPal Configuration Page using these steps below. a. Log into the Print Manager Plus release station as a Release Station Administrator. b. Click the Configuration Button on the bottom of the screen to open the Configuration dialog. Within this dialog, click View PayPal Settings. c. Within the View PayPal Settings, you will need to enter your PayPal Sandbox Account settings in place of your actual Pay Pal Merchant Settings Note: See the section titled ACTIVATING PAYPAL CREDIT CARD FEATURES for further details on configuring PayPal settings 4. Once the new PayPal settings are saved, the Print Manager Plus release station will need to be configured to point at the Developer s Sandbox page. This can be done by opening the AppConfig.xml file within the Inetpub\wwwroot\PMPReleaseStation\bin on your web server. 5. Within the AppConfig.XML file, edit the last two settings labeled paypalapiurl and paypalloginurl, these should be set to and respectively. Example Given: <setting name="paypalapiurl" value=" /> <setting name="paypalloginurl" value=" 6. Once the AppConfig.xml file has been configured to use the sandbox, future Release Station logins will use the sandbox. No currency will be transferred when transactions are done. Important: The sandbox transaction history can be viewed by logging into the Developer Sandbox and choosing the Seller Account and clicking the Enter Sandbox button. Release Station User Guide Page 18