Print Server using HPMv7 Customer Installation Document

Transcription

1 Print Server using HPMv7 Customer Installation Document (For Go! Res 4.x Installations) Table of Contents I. Introduction 2 II. System Requirements / Environment 2 III. Worldspan GDS Printers & Cabling 3 IV. Windows Configuration 3 A. Hibernation Mode OFF in Windows 3 B. COM Port Settings for HPMv7 (if com ports are used) 3 V. Installing HPMv7 4 A. Installation of HPMv7 with Go!Res 4.x Installed 4 B. Installation of HPMv7 without Go!Res Installed 7 C. Upgrading from a previous version of HPM to HPMv7 8 D. Install HPM.exe 11 VI. Host Print Manager Configuration (HPMv7) 13 A. HPM Configuration 13 VII. HPM as a Service, Advanced Configuration 17 A. Configuring an Existing or New Device in HPM Config to UNC Path 18 B. Advanced Configuration, Administrative Tools, HPM Service 20 VIII. Additional Information on HPM 23 A. Starting and Stopping HPM configured as an Application 23 B. Determing the Version and Mode of HPM that is running 23 C. Other Instances of HPM on the Network & DA Assignment 25 D. HPM Error Messages on Reboot 27 Version 10/16/2007 jhcain

2 I. INTRODUCTION This document outlines the installation of print servers using HPM (Host Print Manager) version 7. It will cover the various methods of install, new installations, upgrades from previous versions of HPM and installing HPMv7 as an Application or a Service in Windows. It will also cover some informational items that may assist you in support and troubleshooting. HPMv7 allows Go!Res 4.x users to print non-accountable host documents to one of the various certified Worldspan GDS printers as well as printers configured and run through the Windows Operating System (see minimum requirements for certified OS s). This would include any printer configured using Windows print drivers such as USB or network printers that were unsupported on previous versions of HPM. Note that accountable document (ticket) printers are still required to be run using Worldspan approved GDS Printers and cabling with HPMv7 installed. HPMv7 uses the familiar Web HPM Configuration screens that were developed in past product releases with enhancements for the new features. The product can be configured from single or multiple Print Servers running HPM to utilize the same network resource or printer for various Host device addresses. This offers greater flexibility for large agencies with diverse departments and for small agencies seeking to use the same physical device for Hardcopies and Itineraries. HPMv7 has one of two modes of operation it can be configured for and also uninstalls any previous version of HPM or HPF automatically upon installation. It can be installed to be launched as an Application or as a Service. Application is the standard operating mode for current and previous versions of HPM and should be used by the vast majority of agencies during configuration. The Application launches as it always has from the Startup group. Worldspan recommends agencies use the HPM Application unless there is a solid technical requirement on your network to run it as a Service. The HPMv7 Service is meant for a select few and requires additional processes for configuration with technical expertise required. As with any Service, HPMv7 would launch and run printers and devices configured through it without requiring a user to log onto the Print Server. To recap, the Product Features listed above for HPMv7 are: Allows printing of non-accountable host documents to Worldspan GDS approved or Windows Print Driver supported printers (USB, network, etc). Uses the familiar HPM Web Configuration screens developed on past releases of HPM. Allows network resources and printers to be cross utilized for multiple Host device addresses. Runs as an Application. This is the recommend configuration for the majority of users. Runs as a Windows Service, logging onto the computer is not required. This may need advanced configuration requiring special technical expertise. The installation process uninstalls previous and current versions of HPM or HPF. II. SYSTEM REQUIREMENTS / ENVIRONMENT The minimum software and hardware requirements for using HPMv7 are: Internet Explorer (IE) browser version 5.5 or above Windows 2000 SP1, Windows 2000 Server or XP Professional Edition. HPMv7 must be installed prior to configuring or re-configuring any print devices. If the print server also has Go! Res installed, the Go! Res version should be client 19 or higher. Special case configurations when a client version drop back is required should be investigated before attempted and HPMv7 should always be reloaded after a client drop back to ensure the correct API version is running for it to function. Print Servers must meet the minimum PC requirements published in the Go! Tool Kit. Access this information at: %20Minrequirements.htm Print Servers must be connected to the network and have internet access before configuration. If a firewall is involved, ports 80, 443 and 4000 (outbound) must be open. The user must be logged in with full Administrator rights to the local pc in order to load and configure HPMv7. After initial install a non-administrative (power user) login can be used to launch and run the application or Service. Run the Go! Res Diag Tool before you begin, to identify possible issues and pitfalls. Access the Go! Diag Tool at: Setup and connect all equipment before beginning the installation of HPMv7. 2

3 III. WORLDSPAN GDS PRINTERS & CABLING Access this link to view information from the menu for Worldspan GDS printer hardware installation and cabling acquisition or fabrication. IV. WINDOWS CONFIGURATION The following items must be checked and completed in order for HPMv7 to function properly. These instructions are written for Windows XP Operating System with differences for Windows 2000 in parenthesis. Failure to complete both of the items below can result in HPMv7 not functioning correctly or printer problems in general. A. HIBERNATION MODE OFF IN WINDOWS 1. At all PC s with printers attached, must turn off hibernation mode. 2. Click Start, (click settings *Win2000) click Control Panel and double click Power Options 3. At the Power Schemes tab displayed, set all three drop down options to Never 4. Now click on the Hibernate tab and uncheck Enable Hibernation 5. Click the OK button and exit the Control Panel B. COM PORT SETTINGS FOR HPMV7 (IF COM PORTS ARE USED) 1. Ensure Com ports settings are set as follows for the PC with printers attached. 2. Click Start, (click settings *Win2000) Control Panel and double click Administrative Tools. 3. Double click Computer Management and click on Device manager under System Tools. 4. Click the + in front of Ports (COM & LPT) 5. Double click on each COM port you will use on this PC and select the Port Settings tab 6. Change the settings to match the panel below 9600, 8, None, 1 and Hardware. 7. Click on the Advanced button and uncheck Use FIFO buffers., Click OK and click OK again. 8. Finish steps 5 through 8 for all other COM ports to be used on this PC before continuing with the next section Section, Configuring HPMv7.. 3

4 V. INSTALLING HPMV7 This section will review the various methods to install HPMv7. Part A will cover installation when the print server will also be running Go!Res. Part B will cover installation of a print server that does not have Go!Res. Part C will cover upgrading an existing print server that is using a previous version of HPM. And Part D will cover the remainder of the install process that is common to all three methods. A. INSTALLATION OF HPMV7 WITH GO!RES 4.X INSTALLED 1. Open Internet Explorer and type in the URL below in the address bar and hit the enter key or click on this link. The following screen will display. 2. Enter your Go! Res Login ID and Password and click on the Go! button. If you have previously loaded Go! Res on this Print Server skip to step 5 of this section. 3. Check the box to Always trust content from WORLDSPAN, L.P. and click Yes. 4

5 4. Leave the default installation folder of c:\wspan and click OK. This folder may be changed for special server configurations. Various loading banners and percentage complete bars will flash on the screen until the Finished banner is displayed. Click Finished. If prompted to reboot, do so at this time and then log into Go! Res and continue with step 5 of this section. 5. The Res screen (below) will load, allow it to complete and then click Tools on the black menu bar. The menu shown will appear on the right hand side of the screen. Click on the link for Host Print Manager Configuration. 5

6 6. The HPM configuration screen loads. 7. Click on the link to Install HPM.exe. 8. Go to Section V. Part D. to continue with Install HPM.exe 6

7 B. INSTALLATION OF HPMV7 WITHOUT GO!RES INSTALLED 1. Open Internet Explorer and type in the URL below in the address bar and hit the enter key or click on this link. The following screen will display. 2. Enter your Go! Res Login ID and Password and click on the Go! button. 3. The HPM configuration screen loads. 4. Click on the link to Install HPM.exe 5. Go to Section V. Part D. to continue with Install HPM.exe 7

8 C. UPGRADING FROM A PREVIOUS VERSION OF HPM TO HPMV7 First you must close your previously installed version of the HPM Application. 1. Right click on the HPM icon in the system tray. This is usually displayed in the bottom right corner of the desktop. 2. Select the "Close menu item. If "Close HPM does not exist, skip to step 4 of this section. 3. Select the Yes button in the dialog box below. 4. You can gain access to upgrade a previous version of HPM to HPMv7 two ways. a. Enter the URL below in the IE address bar (or click on the link) and skip to step 3. b. or From the Go! Res Login Page, click on the link below the login for Go! Self Serve. Click on the link for Go! Self Serve. 8

9 3. The following Screen will appear. 4. Locate the section for Host Print Manager (HPM) - Install v7.00.x installation and click on the Click here for download instructions link. 9

10 5. The following screen will appear, click on Download Now. 6. The dialog box below will appear, select Run. 7. Go to Section V. Part D. to continue with Install HPM.exe 10

11 D. INSTALL HPM.EXE Notes: The Install is identical at this point for all three of the Installations outlined in Sections A, B and C. If you receive a Security Warning banner when executing Install HPM.exe, please click Run to continue. 1. Click Next to continue with the installation. 2. Click Next to perform the Internet Connectivity Check. 11

12 3. If you have a form of broadband service this question should most likely be left as the default No. Dialup modems and some satellite DSL installations that do not maintain a connection require this question to be answered, Yes, via modem in order to launch the application after the desktop has begun to load and the connection has been established. If your installation requires a change to Yes from the default No you can not run HPMv7 as a Service, it must run it as an Application and you will not get the dialog box in Step 4 to choose. Click next. 4. Click the radio button for the type of installation desired. Application or as a Service. Worldspan recommends agencies use the HPM Application unless there is a solid technical requirement on your network to run it as a Service. HPM Application is the default selection. HPM Service is meant for a select few and requires additional processes for configuration with technical expertise required. Click Next to continue. 12

13 5. Various loading banners and percentage complete bars will flash on the screen until the following screen appears. Click Cancel here to continue the HPM Device Configuration process. If this was an upgrade to HPMv7 and no printer device changes are required you may choose OK to restart the computer and automatically relaunch HPMv7. 6. If you are continuing with HPM Config for printer or device configuration, please proceed with Section VI below. VI. HOST PRINT MANAGER CONFIGURATION (HPMV7) Host Print Manager Configuration (HPM Config) establishes the configuration settings necessary for Host Print Manager (HPM) to correctly send host documents to printers. HPM is loaded and configured on a physical computer and associates Host print device addresses to local serial and/or parallel ports as well as Windows Print Devices configured on the computer whether they are network or local printers. It also allows configuration of other file devices such as Tairs or FastClip. A. HPM CONFIGURATION Note: If you were following the Installation instructions for Section V. A.+D. or V. B.+D, you are back at the HPM configuration screen below. If you were using the instructions for upgrade Section V. C.+D, you will have to Login into Go!Res, click on Tools on the black menu bar and choose Host Print Manager Configuration from the links on the right hand side of the page. The following screen will appear. Click Refresh once before beginning configuration 1. Click the Refresh tab once to force a registry check to enable the features of HPMv7 before starting to configure your print devices. 2. To configure a printer you can a. Drag and drop: A device from the Unconfigured device list to the Configured Device header. A device from the configured device list to the Unconfigured Device header. (For deinstalling a printer.) b. Or Click once on the device to be configured to Add to Local Machine. 13

14 3. Choose the device you which to configure, left click and drag the device from the Unconfigured Devices on the left and drop it on top of the header above that says Local Machine. Note: If you are configuring a second or third printer to this workstation drop the item onto the HPM_XXXXXX_00X device that was created under Local Machine. 4. A new item selection menu is displayed. Click on New Workstation. Click on New Workstation or Add to Local Machine for the first printer to be configured. 5. It will immediately create an HPM device under Local Machine and the printer you chose will appear below that as a device configured to this workstation. 6. In our example below the Hard Copy printer was the one select. As you can see it has created an HPM device and the printer is under that. 7. On the right hand panel the configuration properties for that printer appear. Choose the type of connection there is to this printer: Serial, Parallel or Windows Print Device using the radio buttons. 8. For a Serial printer chose the correct Com port you have attached the printer to and accept all other defaults in this section. 9. If this is a Parallel printer LPT1 will display, chose the correct LPT port and accept all other defaults in this section. The possible exception might be Special Character Handling. If your printer prints over itself on the same line after configuration, change this value to Line Feeds. Choose the radio button for the type of connection, serial, parallel or Windows Print Device. HPM device name created and printer assigned under it. 14

15 10. If this is a serial or parallel printer. Referring to the screen below: Next click on the drop down arrow next to the device list at the bottom of the right hand panel. 11. Choose the type of printer that has been configured to this port. Choose your printer from the list. If not listed choose Other. Click the drop down arrow to view the list. 12. If this device uses a Windows Print Driver, choose the radio button for Windows Print Device. The following screen will appear. Choose the correct Windows printer configured on this computer and click on Print in the Dialog box. Notes: Printers chosen using this method must not print accountable documents (no ticket printers)! The Windows Print Driver must be installed and the printer tested prior to running HPM configuration. Click the correct Windows Printer and then click Print. 15

16 13. You will see the following screen appear indicating the Windows Print Device this Host Printer is now attached to. Windows Print Device this Host Printer is now attached to. 14. Repeat applicable steps 3 through 13 for any other printers that may need to be configured for your site. Refer to the Note in step 3 for configuring a second or third printer. When finished configuring all printers move on to step Click the Save Button at the top of the screen to store your configuration. Click the Save button when finished to store the configuration. 16. You will see the dialog box below as the configuration saves. Click Continue 17. The screen will refresh and return to the HPM configuration screen. Click on the red X in the upper right hand corner to exit the screen. Click the X for close to exit the HPM configuration menu. 16

17 18. You may be prompted to reboot your pc at this point, please choose to do so. If you are not prompted, please shutdown and restart the pc. HPM will automatically launch on reboot identified by a small printer icon in the lower right hand corner of your screen in the tray, next to the clock and any other items that auto-launch on this pc. After restart, the HPM icon appears in the tray. HPM has launched and is active! 19. At this point you should issue documents to test all configured printers. 20. To assist in future support we advise that you should label all printers with the address (LEID), document type function (ticket, invoice, etc), and the COM, LPT port or Windows Print Driver it is attached to. Please do so, this is one of the first things you will be asked if you call Worldspan for printer support VII. HPM AS A SERVICE, ADVANCED CONFIGURATION When using HPMv7 as a Service there are possible advanced configuration items that may need to be performed in order to have the service run successfully. We highly recommend that unless there is a valid technical reason to use HPM Service that you always configure HPM as an Application. When configuring devices that use a file (Tairs or Fastclip) to a network path (UNC naming) you may be required to perform additional steps. It is important to note that HPM as a Service can not use mapped drives; you must use the UNC network name of the Windows device. Local drives on the actual computer HPM Service is running on is a legitimate configuration. HPM Service using UNC path for a printer. It can be any Windows Print Device available. HPM Service using UNC path for a printer. 17

18 HPM Service must be a UNC path for Tairs or FastClip to a network drive. HPM Service must be a UNC path for Tairs or FastClip to a network drive. A. CONFIGURING AN EXISTING OR NEW DEVICE IN HPM CONFIG TO UNC PATH 1. Access the device in HPM Configuration by clicking once on the plus in front of the HPM_XXXXXX_00X device in the Configured Device list. Then click once on the device name. In the example below we have clicked on FastClip. Old mapped drive path for FastClip or Tairs must be changed to a UNC when running HPM Service. 18

19 2. As stated, to run as a Service this must be changed to the UNC network path. Click on the Browse button. 3. The Windows browse box appears. Click the back folder icon until you can see My Network Places in the display. Click on the back folder icon until My Network Places is visible. 4. Click on My Network Places and browse the network to the device and folder level where the file is stored on the network. Once you are there click the Save button. Browse to the folder level and click Save. 19

20 5. The correct UNC path will now display. Change any other devices that may be using mapped drives to UNC paths and then click Save to store your changes. Reboot the computer to relaunch HPM. B. ADVANCED CONFIGURATION, ADMINISTRATIVE TOOLS, HPM SERVICE The screen Captures below are in Windows XP. In Windows 2000 you will not have the extended view panel that allows control to Start and Stop the Service without accessing its properties or menu panel. In Windows 2000 and in Windows XP you can access Stop and Start of services by right clicking the service and using the popup menu or from the popup menu, accessing Properties and the general tab. As stated above XP has the additional extended view to Stop or Start without accessing any further menus. Worldspan has added one additional convenient method to Start or Stop the HPM Service. Click on Start, click Run, type HPMstop or HPMstart in the Run dialog box and click OK. In some cases HPM as a Service will not launch and properly run the devices you have configured on the network. The reason is because the user level access you have configured on your computer does not have sufficient rights to access the network device. To resolve this you must change the user level of the Service. Note: Once you have changed the User Account for the Service, the HPM icon will no longer show in the tray (lower right hand corner) of your screen. 1. To setup the Service to run under the appropriate User Account in Windows Service Control Manager: Click on Start, (Settings - Win2000 only), select Control Panel, Administrative Tools, and Services: 2. Move to the bottom of the list and right-click on Worldspan HPM, click on Properties and select the Logon Tab: 20

21 3. After consulting with the local IT administrator at the agency for the account, click on the This account radio button. Enter the user account with access to the network drive, enter the password, reenter the password and select OK 4. The final step is stopping and restarting HPM to enable the above changes. While still in the Service Properties, click on the General tab and select Stop. 21

22 5. Wait a moment for this popup to complete its process. 6. Now, click on Start to relaunch the Service. Again wait a moment as it completes this process. 7. Click OK, and then exit the Services menu. *** IMPORTANT NOTE: The HPM Icon will no longer be visible on the Taskbar tray with this configuration. HPM will continue to run as a service. NO ICON in the TRAY! 22

23 VIII. ADDITIONAL INFORMATION ON HPM We discussed in the previous section how to manage HPM as a Service. Here we will discuss stopping and starting HPM the Application. We will also discuss some of the differences you will see between the two when the HPM icon is in the tray (user rights to Service were not changed) and how to determine which version you have installed. A. STARTING AND STOPPING HPM CONFIGURED AS AN APPLICATION 1. Stopping HPM: Right click on the HPM icon from the system tray and select Close HPM. 2. The HPM icon will disappear from the desktop system tray and will not run Host printer devices until restarted. 3. Starting HPM: Select Start, Programs, Startup, and then click on HPM in the Startup Group menu. The HPM icon will be displayed in the system tray and Host printers configured to this computer should resume operation. 4. A reboot will also automatically start HPM once a device is configured. This is the preferred method when you have newly configured or reconfigured printers, or have just upgraded your software version. B. DETERMING THE VERSION AND MODE OF HPM THAT IS RUNNING There are three methods to determine which version and mode of HPM is running on the Print Server. Method 1 1. From the system tray right click on the HPM icon. There are two possible views below. One as an Application and the other as a Service. Select the Status menu item.. Application Service 2. The Title bar of the dialog will display the HPM Mode Type, the HPM Program Version and the Print Server Name. In the first screen capture HPM is running as a Service. It will say HPM Application as in the second snapshot if it is running as such. 23

24 3. Here is the complete view. As you can see the types of devices and how they are attached on your network, as well as activity information is listed here. This can all be of great assistance when troubleshooting a problem. Method 2 1. Again from the system tray right click on the HPM icon. There are two possible views below. One as an Application and the other as a Service. Select the About HPM menu item in your menu. Application Service 2. Depending on which mode you are running in you will get one of the two following displays. Application Service 24

25 Method 3 1. From within Host Print Manager Configuration (HPM Config). Click on the HPM_XXXXXX_00X device configured to this Local Machine. Click on the HPM device listed under Local Machine. 2. One of the following views will display in the center top of the Configuration screen based on whether you are configured as an Application or a Service. This view may be the only way to determine this information when you have chosen to run HPM as a Service and had to change the User rights to the Service, therefore losing access to the HPM tray icon. Application Service 3. As you can see above, just as with choosing Status from the tray icon you get information on the mode of operation, the version and the HPM device name. C. OTHER INSTANCES OF HPM ON THE NETWORK & DA ASSIGNMENT Some installations require the use of multiple Print Servers on the network. It is important to note that each Host Printer device address (DA) assigned to your agency may only be configured once in HPM Config. This is an important point for previous HPF users. You can not configure a Host device address to more than one GDS or Windows print device. No combinations for dual usage will be allowed in the HPM Configuration process. If you have the need to for example; print Itineraries to more than one printer, you will need to contact your Worldspan Representative and have an additional Host device address for this purpose added to your database. Conversely, a Windows Print Device on the network may be used multiple times by HPM or other instances of HPM to configure additional printer resources or file traffic to the same physical device. This type of configuration might be used in a large agency to allow two entities within the company to each use their own Host printer address to print Itineraries, yet have both share the same physical printer resource. In other agency settings it may allow the same instance of HPM using two Host addresses to configure to the same Windows printer. An example would be two unique addresses for Hardcopy and Itinerary printing. Both could be attached to the same USB printer through HPM configuration. 25

26 Below is an example of two Machines configured for HPM sharing the same physical printer resource. 1. The first snapshot shows that Local Machine, HPM_194520_001 uses the Epson Stylus 6400 to print Hardcopies. This Local Machine and Host address uses the Epson for Hardcopies. 2. The second view from the same instance of HPM shows that Remote Machine HPM_194520_002 also uses the Epson Stylus 6400 to print Hardcopies. This Remote Machine uses the same Epson printer with a different Host address configured to it. Each instance of HPM must be configured to the Local Machine that will run HPM. The program must be installed and configured on each Local Machine that will function as a Worldspan Print Server. Do not attempt to remotely manage or configure printers through HPM Config, this is not allowed. It must be done from the Local Machine running the HPM program for the Host printers in question. 26

27 HPM Config does allow a view access of other computers and the Host devices configured to them for your agency from within HPM Config on any Worldspan Print Server attached to the same database. This view can show more than just the Worldspan Print Servers on your local network. It will show any Worldspan Print Server configured using Host printer device addresses from the common database of your agency. Something as simple as a home user configured with FastClip will be visible from other network Print Servers configured for HPM and sharing this common database. Local Machine and its configured Host Device. Remote Machine on the network and the Host devices configured to it. Remote Machine, a home user with a Host device of FastClip configured. D. HPM ERROR MESSAGES ON REBOOT If you receive one of the following popup errors on reboot of the computer, while launching the Application or while starting the Service, HPM has no devices configured. This is most likely because you chose to reboot after Install HPM.exe and did not first run HPM Config to configure devices or forgot to Save your configuration before reboot. Please click OK and proceed to Section VI to configure devices. 27