Installing and Using Document Distributor

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1 To view or download this or other Lexmark Document Solutions publications, click here. Installing and Using Document Distributor The Lexmark Document Distributor consists of server and client software packages. The server package must be installed on a Windows NT, Windows 2000, Windows XP, or Windows Server 2003 computer. The client package can be installed on any Windows 9x, Windows NT, Windows 2000, or Windows XP computer. Note: It is recommended that the server software be installed first because the client software cannot be used until a server has been installed. A typical Document Distributor setup has: Document Server installed on a server computer. Server Manager installed on one or more administration computers, and optionally on the server computer. Print'N'Send and Select'N'Send installed on one or more user computers. One or more Lexmark MFPs on the network. Installing and Using Document Distributor 1

2 Installing Document Distributor Installing the SAP Database Note: The SAP Database must be installed before the server software. 2 Click Install SAP Database. 3 Select the SAP Database from the component list. Click Next. 4 Click Finish. A DOS box opens up and runs through the SAP Database installation. 5 When the installation is completed, a restart is required. Select Yes, I want to restart my computer now, and then click Done. Installing Server Software 2 Click Install Server Software. 3 Close all open applications, and then click Next. 4 Click Yes to accept the license agreement. 5 Enter the product serial number. 6 Click Next. 7 Select the server features you want to install. The default location for installation is C:\Program Files\Lexmark\Document Solutions. To install to a specific location, click the Folder icon and then click Browse... to locate your new installation folder. 8 Click Next. 9 Enter a password for the Document Server and then confirm it. The password must be between one and eight characters in length. This password is required when you connect from the Server Manager. 10 Click Next. 11 Review the installation selections you have made. If you want to change any settings, click Back. If the selections are correct, click Next. 12 Click Finish. Installing Document Distributor 2

3 Installing Client Software 2 Click Install Client Software. 3 Click Yes to accept the license agreement. 4 Select the features you want to install: Select'N'Send Right-click on any file in Windows Explorer to send the file to the Document Server. Print'N'Send Print to the Document Server from within any Windows application. A print driver configured by the administrator converts the printed document to a TIFF image and sends it to the Document Server. 5 If you selected Print N Send, select a driver to use. Click Next. 6 Review the summary, and click Next to install the client software. If you selected Print'N'Send, the Print'N'Send Add Port Wizard is launched after the client software install is complete. The port tells the driver which Document Server to use. 7 Enter a descriptive port name. Click Next. 8 Select the Document Server you want to associate with the port. If no Document Servers are in the list, click Manage List and add one. Click Next. 9 You have the option of associating the port with a profile. If you don t select a profile, you are prompted for which profile to use each time this printer object is used. Click Next. 10 Click Finish to close the Add Port Wizard. 11 Select whether to restart your computer now or later, and then click Finish to complete the client software installation. Installing Document Distributor 3

4 Using Document Distributor After the Server and Client software have been installed, you are ready to start using Document Distributor. The Server software runs as two Windows services, so there is no visible software installed on the Server machine. All interaction between you and the Server occurs through the Server Manager. The Server Manager is used to configure the Server and manage scripts and profiles. The Server Manager can be found at Start Programs Lexmark Document Solutions Server Manager. The Select'N'Send and Print'N'Send client software lets you submit documents to the Server from the end-user workstation. Using the Server Manager The Server Manager manages all the Document Servers, MFPs, and scripts in your Document Distributor network. This section takes you through the following steps: Logging in to the Server Manager Creating a profile on an MFP Using a profile from Select N Send Logging in to the Server Manager 1 Start the Server Manager, by clicking Start Programs Lexmark Document Solutions Server Manager. 2 In the server selection window, click Add... to add a server. 3 In the Add Server window, enter the IP address of the Document Server you are adding. You may optionally enter a name for this server. Click Add. 4 A password prompt appears for the server. Type in the password and click OK. 5 Select the server you just added from the list on the server selection screen and click Open. The main Server Manager window opens the selected server s Home Page. The Home Page contains quick links to common server functions. Creating a profile on an MFP 1 Add a Lexmark MFP to your Server Manager. In order to use the script from a MFP, you need to make it known to your Server Manager. Click Add MFP from the Server Manager Home Page. 2 The Home Page is replaced with the MFP Explorer and the Add MFP dialog is displayed. Enter the IP address or DNS Hostname of the MFP. You also have the option to add a brief description, for example, Third floor West. Using Document Distributor 4

5 3 Click Add. The MFP icon appears in the work area on the right side. 4 From the To: Combo box, select Create Profile. This launches the Create Profile Wizard, which provides step-by-step instructions in creating a profile. 5 Click Next from the Introduction page. 6 Select the Document Server that contains the script you want to use. 7 For this example, select servertest-mfp and click Next. 8 Select the MFP you just added. Click Next. 9 Accept the default Scan settings. Click Next. 10 Accept the default Saved document settings. Click Next. 11 You have the option to assign a shortcut to this profile. For this example, click Don t assign a shortcut. Click Next. 12 Click Finish. The profile now appears in the list of profiles. To change the profile s scan settings, simply select the profile and click Properties. To see if the profile was successfully created, right-click on the MFP in the work area and click Manage from the pop-up menu. The MFP s notebook is displayed. Using a profile from Select N Send 1 From a computer that the Select 'N' Send client software was installed on, right-click on an image file in Windows Explorer and select Send To > Lexmark Document Distributor. 2 Click Setup to add the IP address of the server where the Document Server was installed. 3 After the server has been added, the list of available profiles is displayed. Only those profiles that have been designated as being available to Select 'N' Send will be displayed. Select the servertest-sns profile and click OK. 4 A prompt appears asking for the IP address of a printer. The image you selected will be printed to this printer. Enter the address and click Next. 5 Review your answer and click Finish to send the job to the server. Using Document Distributor 5

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