Print Management Cloud

Transcription

1 Print Management Cloud Version 1.0 Configuration Guide January

2 Contents 2 Contents Change history... 4 Overview... 5 Deployment readiness checklist...6 Getting started...7 Accessing the Cloud Platform home page...7 Configuring User Accounts... 8 Accessing the User Accounts web portal... 8 Setting the password requirements...8 Assigning organization roles... 8 Managing users...9 Managing groups Managing badges Configuring Print Management...15 Accessing the Print Management web portal...15 Importing users Managing groups Setting retention policies for documents...16 Downloading the Lexmark Print Management Client Installing the Lexmark Print Management Client Troubleshooting...19 Cannot access the User Accounts web portal Cannot access the Print Management web portal Printing error...19 User is prompted to re register badge...19 Cannot find badge when using the badges search box...19 Some settings are unavailable on the Print Management web portal...20 Cannot install the Lexmark Print Management Client A warning appears when installing the Lexmark Print Management Client...20 CSV-formatted reports show incorrect UTF-8 or have missing non-ascii characters...20

3 Contents 3 Cannot find user s group...21 Custom installation settings do not appear...21 Custom print driver settings do not appear Lexmark Print Management Client modes do not appear Users do not appear in the Print Management web portal...22 Print jobs do not appear in the Print Management Cloud queue Cannot use badge to log in to the printer Notices Index...24

4 Change history 4 Change history January 2018 Initial document release

5 Overview 5 Overview Lexmark TM Cloud Platform (referred to as Cloud Platform) is a fully featured and integrated cloud based website that supports access, configuration, and management of the Print Release solution. Lexmark Print Management Cloud is a solution offering on the Cloud Platform that provides Print Release technology with convenient printing options. It maximizes the capabilities and benefits of cloud computing by using a framework for managing and tracking document output throughout your organization. Send print jobs from anywhere and release them securely at any supported Lexmark printer. The solution is composed of the following core functions: Print Release An enterprise grade printing solution for managing print jobs from the printer. As an administrator, you can also monitor and control print usage and enforce print rules that minimize the total cost of printing. For more information, see the Print Release Administrator s Guide. Document Accounting A feature for viewing and exporting reports of system usage. You can generate reports on print, copy, scan, e mail, FTP, and fax jobs performed at the printer. Note: Some options may require the Device Usage application. For more information, see the Device Usage Administrator s Guide. Lexmark Mobile Print An application for sending documents and images directly to network connected Lexmark printers and servers from an Android TM or ios mobile device. You can also add Lexmark Print Management servers to access jobs and release them from your mobile device. For more information, see the Lexmark Mobile Print User s Guide for your mobile device. Cloud Authentication An application for securing a printer using a card reader. When users badge in, their credentials are authenticated using a cloud based identity service provider. For more information, see the Cloud Authentication Administrator's Guide. This document provides instructions on how to configure and troubleshoot the solution. A working knowledge of Cloud Platform is preferred. For more information, see the Cloud Platform Administrator s Guide. This document is intended for use by system administrators who are responsible for setting up and deploying the Lexmark Print Management Cloud solution.

6 Deployment readiness checklist 6 Deployment readiness checklist Make sure that: You have any of the following web browsers to access the Cloud Platform website and its web portals: Microsoft Edge TM version 40 or later Internet Explorer version 11 or later Mozilla Firefox version 54 or later Google Chrome TM version 60 or later Safari version 10 or later You have the "LPM Cloud for Chrome" plug in installed for the Google Chrome browser. You have any of the following operating systems to install the Lexmark Print Management Client: Windows 10 Windows 8.1 Windows 7 macos High Sierra version macos Sierra version OS X El Capitan version 10.11

7 Getting started 7 Getting started Accessing the Cloud Platform home page 1 Open a web browser, and then type cloud.lexmark.com. Note: To change the language shown on the website, on the upper right corner of the page, select a language. 2 Type your e mail address and password. Note: If the system is configured to have federated access, then you are redirected to the login page of your organization. 3 Click Log In. Available options Depending on the permissions associated with your user account, the web portal icons are shown in the Cloud Platform home page. Clicking a web portal icon opens a new web browser tab to the selected web portal. To open another web portal from your current web portal, click on the upper-right corner of the page.

8 Configuring User Accounts 8 Configuring User Accounts Use the User Accounts web portal to organize and manage the users within your organization, and the features that they are permitted to access. The web portal also lets administrators register and manage badges and passwords for non-federated organizations. For an organziation that is federated to a separate identity provider, the web portal lets you configure the SAML SSO Authentication for the organization. For more information, see the Cloud Platform Administrator's Guide. Accessing the User Accounts web portal Open a web browser, and then do either of the following: From the Cloud Platform home page, click User Accounts. If necessary, select an organization. Note: If only one organization is assigned to your account, then it is preselected. From your current web portal, click on the upper right corner of the page, and then click User Accounts. Setting the password requirements 1 From the User Accounts web portal, click Organization > Password Requirements. 2 Set the minimum length, and then select the password complexity. 3 From the Password Change Policy section, set the number of previous passwords that cannot be used. 4 Click Update Password. Assigning organization roles Organization roles are specific roles assigned to an organization. All users that belong to the organization inherit the organization roles. For example, if an organization is assigned with the Print Release Management User role, then all users in the organization can access the Print Release features. For more information, see the Cloud Platform Administrator s Guide. 1 From the User Accounts web portal, click Organization > Organization Roles. 2 Click Assign Roles or Assign. 3 From the Custom Roles section, select any of the following roles: Print Release Management Document Accounting Lets Lexmark Print Management Cloud users generate the My Document Accounting Summary showing their own print usage. Print Release Management Document Submission E Mail Lets Lexmark Print Management Cloud users submit print jobs through e mail. Print Release Management Document Submission Mobile Lets Lexmark Print Management Cloud users submit print jobs from a mobile device.

9 Configuring User Accounts 9 Print Release Management Document Microsoft Office Conversion Lets the system use the Microsoft document conversion tools on the Microsoft Office documents submitted directly to the Print Management web portal. Microsoft Office documents cannot be printed in their original format, and must be converted to PDF before they can be sent to the printer. Note: The organization of the user must have the appropriate Microsoft licenses before this role can be provided. Print Release Management User This role must be assigned to any user that requires access to Print Release basic features. Users can manage their own print queue, delegate their own print jobs to other users, and view their own document accounting data. Users can also download the default print driver packages. Serverless Print Management Administrator Grants access to the Lexmark Print Management Serverless administrative menus in the Print Management web portal. This role lets the administrator manage the list of users and workstations that have print jobs ready for release using Lexmark Print Management Serverless. Administrators can also generate custom Lexmark Print Management Client and Universal Print Driver packages. Serverless Print Management Helpdesk Lets Lexmark Print Management Serverless users view the list of users and workstations that have print jobs ready for release using Lexmark Print Management Serverless. Serverless Print Management User The default user role for Lexmark Print Management Serverless. This role grants users the basic Print Release permissions, such as managing their own serverless workstations. Note: To view the role information, click the role name. 4 Click Assign Roles. Managing users 1 From the User Accounts web portal, click Users. 2 Do any of the following: Create a user a Click Create User or Create. b Type the user address and user information. c Set the password manually, or enable the system to a link to the user to change the password. d Click Create User. Edit a user a Click a user e mail address. b Do any of the following: Edit the personal information. Change the user password. Assign user roles. Register a badge. Add the user to a group.

10 Configuring User Accounts 10 Delete users a Select one or more users, and then click Delete. Note: You can also search for users using the search bar. b Click Delete Users. Import users The Import feature lets you create, update, and delete multiple users in an organization using a CSV or TXT file. You can also create user groups, and then assign a user to those groups. For information on creating a CSV file, see Sample CSV format on page 10. a Click Import Users or Import, and then browse to the CSV or TXT file. b If necessary, enable the system to e mail a link to the user to change the password. c Click Import Users. Note: To view the import log, click Export Results. Sample CSV format ,OPERATION,PASSWORD,FIRST_NAME,LAST_NAME,DISPLAY_NAME,SHORTNAME,GROUPS,CUSTOM_ATTRIBUTES jdoe@company.com,create,,john,doe,johnny,jdoe,group 1,"{'key1':'value1','key2':'value2'}" llane@company.com,update,password2,lois,lane,lois,llane,, ckent@company.com,delete,,,,,,, The import file header line must be the following and is case sensitive: ,OPERATION,PASSWORD,FIRST_NAME,LAST_NAME,DISPLAY_NAME,SHORTNAME,GROUPS, CUSTOM_ATTRIBUTES Line values and their conditions Required for all users. values that are in uppercase in the file are converted to lowercase before the operation is performed. For example, JDOE@company.com is converted to jdoe@company.com. OPERATION Required for all users. Valid OPERATION values CREATE Creates a user identified by the value with the corresponding properties on the line. UPDATE Updates the existing user identified by the value with the corresponding properties on the line. DELETE Deletes the existing user identified by the value. PASSWORD Not required for any OPERATION, and can be empty only when a link to change the password option is selected when importing. Note: Enable the a link to change the password option only when importing files with the CREATE operation. FIRST_NAME Not required for any OPERATION, and can be empty. The first name of the user. For example, John. LAST_NAME Not required for any OPERATION, and can be empty. The last name of the user. For example, Doe.

11 Configuring User Accounts 11 DISPLAY_NAME Not required for any OPERATION, and can be empty. The name of the user that is sometimes used in display prompts or log reports. The DISPLAY_NAME value can be the full name with middle initial or any string. For example, John A. Doe. The DISPLAY_NAME value is not directly associated with the FIRST_NAME and LAST_NAME values. SHORTNAME Not required for any OPERATION, and can be empty. The SHORTNAME value is used when the organization has a shortname string that also identifies the user in the organization. For example, jdoe. GROUPS Not required for any OPERATION, and can be empty. There are no predefined groups. One user can be added to multiple groups. Separate multiple groups by using commas and enclosing them in double quotation marks. For example, "Group1,Group2,Group3". GROUPS values that do not exist in the organization are created, and then added to the organization automatically. CUSTOM_ATTRIBUTES Not required for any OPERATION, and can be empty. The CUSTOM_ATTRIBUTES value is a specially formatted JSON string for user metadata that is stored with the user. The value must be enclosed in double quotation marks. For example, "{'key1':'value1','key2':'value2'}" Notes: All lines must have the same number of values as the header, including the commas. Follow empty values with commas. For example, jdoe@company.com,delete,,,,,,, The CSV or TXT file can have a maximum of 1000 lines, and a minimum of two lines. The file size must not exceed 1MB. UTF-8 characters are supported. Importing a file with CREATE and UPDATE operations with more than one group assignment may take a few minutes. If any line value contains a comma, such as the names, password, groups, or custom attributes, then the value must be enclosed in double quotation marks. For example, llane@company.com,update,"pass,word2",lois,lane,"lois,lane",llane,"group1,gr oup2", Managing groups A group is a collection of users that can be managed with a common set of roles or permissions. Note: Groups created in the User Accounts web portal have no association with groups created in the Print Management web portal. 1 From the User Accounts web portal, click Groups. 2 Do any of the following: Create a group a Click Create Group or Create, and then type a unique group name. b Click Create Group.

12 Configuring User Accounts 12 Delete groups Deleting a group does not delete the users from the organization. The users are disassociated from the group, and then the group is removed from the system. a Select one or more groups, and then click Delete. Note: You can also search for users using the search bar. b Click Delete Groups. Add members to a group a Click a group name. b From the Members tab, click Add, and then select one or more users. Note: You can also search for users using the search bar. c Click Add Members. Remove group members a Click a group name. b From the Members tab, select one or more users, and then click Remove. Note: You can also search for users using the search bar. c Click Remove Members. Assign group roles All users in the group inherit all the roles assigned to the group. a Click a group name. b From the Group Roles tab, click Assign Roles or Assign. c If necessary, select an organization, and then select one or more roles. d Click Assign Roles. Note: If a parent organization user is a member of the group, then depending on the group role, the user can also manage the child organizations. Remove group roles a Click the group name. b From the Group Roles tab, select one or more roles, and then click Remove. c Click Remove Roles. Managing badges The User Accounts web portal lets you register badges to the system. If badges are not registered using the User Accounts web portal, then users must register when they first log in to the printer. 1 From the User Accounts web portal, click Badges. 2 Do any of the following:

13 Configuring User Accounts 13 Register a badge a Click Register Badge or Register, and then type the user e mail address and badge ID. Note: To register the badge as temporary, select Temporary Badge. Temporary badges expire after 24 hours. b Click Register Badge. Delete badges a Select one or more badges, and then click Delete. Note: You can also search for badges using the search bar. Make sure to type the complete e mail address or badge ID. b Click Delete Badges. Import badges For information on creating a CSV file, see Sample CSV format on page 13. a Click Import Badges or Import, and then browse to the CSV or TXT file. b Click Import Badges. Note: You can also register or delete badges for users. For more information, see Managing users on page 9. Sample CSV format BADGE,OPERATION, ,TEMPORARY 20171a,CREATE,jdoe@company.com,true 20172b,CREATE,llane@company.com,true 20173c,DELETE,ckent@company.com,false The import file header line must be either of the following and is case sensitive: BADGE,OPERATION, BADGE,OPERATION, ,TEMPORARY Line values and their conditions BADGE Required in every line. If a BADGE value contains commas, then the value must be enclosed in double quotation marks. For example, 20171a,2a,3a OPERATION Required for all badges. Valid OPERATION values CREATE Creates a badge identified by the BADGE value for the user specified by the value. DELETE Deletes the existing badge identified by the BADGE value. Required for the CREATE operation. Badge import does not create a user. The user must exist before a badge can be created. values that are in uppercase are converted to lowercase before the operation is performed. For example, JDOE@company.com is converted to jdoe@company.com. TEMPORARY Determines whether the badge is temporary or permanent. The TEMPORARY value is either true or false.

14 Configuring User Accounts 14 Notes: All lines must have the same number of values as the header, including the commas. For example, 20171a,DELETE, The CSV or TXT file can have a maximum of 1000 lines, and a minimum of two lines. The file size must not exceed 1MB. UTF-8 characters are supported.

15 Configuring Print Management 15 Configuring Print Management Use the Print Management web portal to do the following: Manage print queues and user quotas. Delegate print jobs. Generate document accounting reports. Configure document retention. Manage serverless clients. Create a custom Print Management Client package. For more information, see the Cloud Platform Administrator's Guide. Accessing the Print Management web portal Open a web browser, and then do either of the following: From the Cloud Platform home page, click Print Management. From your current web portal, click Management. Importing users on the upper right corner of the page, and then click Print Manage users in the Print Management web portal after importing them to the database. 1 From the Print Management web portal, click Administration > Users. 2 Do either of the following: Import users from the User Accounts web portal Click Import from User Accounts > Import from User Accounts. Note: To include groups created from the User Accounts web portal, use a CSV file. Import users using a CSV file You can also set the user s group and quota. a Click Import from CSV file. b Browse to the CSV file. Notes: The file must not exceed 1MB. You cannot create groups using the CSV file. Make sure that the group already exists. To view a sample, click Download a sample file. c Click Import from CSV file. 3 Click Done.

16 Configuring Print Management 16 Managing groups Use the Groups feature to manage the quota of multiple users by adding them to a group. Groups are also used to collect usage information for Document Accounting reports. Note: Groups created in the Print Management web portal have no association with groups created in the User Accounts web portal. 1 From the Print Management web portal, click Administration > Groups. 2 Do any of the following: Create a group a Click Create. b Type a unique group name. c Click Create Group. Edit a group a Click a group name. b Do any of the following: Add or remove members. Set group quotas. Allow users to print in color. c Click Save Changes. Delete groups a Select one or more groups, and then click Delete. b Click Delete Group or Delete Groups. Setting retention policies for documents Delete jobs and accounting data automatically. 1 From the Print Management web portal, click Administration > Document Retention Policy. 2 From the Print Release section, specify when to delete released and unreleased jobs. 3 From the Document Accounting section, specify when to delete records. 4 Click Save Changes.

17 Configuring Print Management 17 Downloading the Lexmark Print Management Client Lexmark Print Management Client is a software package deployed to computers to provide secure releasing of print jobs. The software captures the print jobs from the print spooler, authenticates the user, and then submits the print job to the Print Management server. Print jobs are stored on the Print Management server until they are released from a printer with the Print Release application. 1 From the Print Management web portal, click Client Download. 2 Do either of the following: Download the default package for your operating system. The default package includes the following settings: The "display notifications" option is enabled. The "delete unused client folders" option is disabled. The cloud print release server is lsp.lexmark.com/lexmark using port 443. The capture service loopback port is The identity provider server is idp.iss.lexmark.com using port 443. Create a custom package. To customize a package, do the following: a Click Create custom package for your operating system. b From the Global Configuration Settings section, specify the following options: Whether to show the print submission status notification Whether to delete unused client folders after a specified number of days c If you have a Lexmark Print Management Cloud environment, then do the following: 1 From the LPM Print Release SaaS section, select Enable LPM Print Release SaaS. 2 In the "Cloud print release server" menu, type where companyid is the unique name or ID assigned to the company. 3 In the "Capture service loopback port" menu, enter the port where the capture service communicates for incoming print jobs. d If you have a Lexmark Print Management Serverless environment, then do the following: 1 From the LPM Serverless Print Release section, select Enable LPM Serverless Print Release. 2 In the "Cloud registration server" menu, type api.iss.lexmark.com/lpm-gateway. 3 In the "Capture service loopback port" menu, enter the port where the capture service communicates for incoming print jobs. 4 Specify the following options: When to delete unprinted and printed jobs Whether to allow users to change the print settings when releasing jobs at the printer Whether to track deleted jobs 5 If deleted jobs are tracked, then do the following: a In the Document Accounting Server menu, type the accounting server. b In the "Site Name ( optional )" menu, type the name of the accounting server. c In the Reporting Interval menu, select when to send the deleted job data to the accounting server. e From the Print Driver Type section, select a print driver to include in the package. f From the Set Default Printer section, select which printer to use by default.

18 Configuring Print Management 18 g Click Create. h Download the package. Installing the Lexmark Print Management Client For Microsoft Windows operating system 1 From your computer, run the package. 2 Follow the instructions on the screen. Notes: The executable files are saved in the Program Files folder. For the custom package, the configuration file is included in the downloaded compressed file. Make sure that the installer and the configuration file are in the same folder. For the default package, the configuration and the log files are saved in the %allusersprofile%\lpmc folder after installation. 3 If necessary, verify the installation. a At the command prompt, type services.msc, and then press Enter. b Check that the following services are running: Lexmark Print Capture Service Lexmark Print Release Service For Mac OS operating system software 1 From your computer, run the package. 2 Follow the instructions on the screen. Notes: The executable files, the configuration file, and the SSL certificates are saved in the /Library/Lexmark/LPMC folder. The log file is saved in /var/tmp as lpmc.log. For the custom package, the configuration file is included in the downloaded compressed file. Make sure that the installer and the configuration file are in the same folder. 3 If necessary, verify the installation. Open Activity Monitor, and then check that the following services are running: LPMCapture LPMRelease LPMDeleteJobTracker LPMApp

19 Troubleshooting 19 Troubleshooting Cannot access the User Accounts web portal Contact your Lexmark representative Cannot access the Print Management web portal Contact your Lexmark representative Printing error Try one or more of the following: Make sure that the Lexmark Print Management Client is configured correctly For more information, see Downloading the Lexmark Print Management Client on page 17. Make sure that the user exists in the User Accounts web portal For more information, see Managing users on page 9. Make sure that the Print Release Management User role is granted to the user For more information, see Assigning organization roles on page 8. User is prompted to re register badge Try either of the following: Make sure that the badge ID in the User Accounts web portal is typed correctly For more information, see Managing badges on page 12. Make sure that the card reader is configured to read the characters correctly The card reader must be able to read hex or decimal values. The card reader installed on the printer may be configured with a start delimiter or end delimiter, or set to remove characters. For more information, see the documentation for your card reader. Cannot find badge when using the badges search box Make sure to type the complete e mail address or badge ID

20 Troubleshooting 20 Some settings are unavailable on the Print Management web portal Make sure that you have sufficient permission For more information on assigning roles, see Configuring User Accounts on page 8. Cannot install the Lexmark Print Management Client Try one or more of the following: Uninstall the previous versions of the Lexmark Universal Print Driver Contact your administrator A warning appears when installing the Lexmark Print Management Client Try one or more of the following: Accept the warning Some browsers warn users of the risk associated with downloading EXE files. For Windows 10, disable the SmartScreen feature temporarily For more information, see the documentation for your operating system. CSV-formatted reports show incorrect UTF-8 or have missing non-ascii characters Try one or more of the following: For Microsoft Excel, import the file to a new document, and then specify its file origin to UTF-8 For more information, see the documentation for the application. For Notepad, save the document as a new file, and then specify the encoding menu to UTF-8 For more information, see the documentation for the application.

21 Troubleshooting 21 Cannot find user s group Try one or more of the following: Make sure that the group still exists From the Print Management web portal, click Administration > Groups. Import users from the User Accounts web portal using a CSV file For more information, see Import users using a CSV file on page 15. Custom installation settings do not appear Try one or more of the following: Make sure that the installer and the configuration file are in the same folder Use the msiexec command For example, msiexec /i "%~dp0\lpmc.msi" /qn. Scripting using the %PATH command does not work. Custom print driver settings do not appear Try one or more of the following: Make sure that the installer and the.ldc file are in the same folder Use the msiexec command For example, msiexec /i "%~dp0\lpmc.msi" /qn. Scripting using the %PATH command does not work. Lexmark Print Management Client modes do not appear Try one or more of the following: Make sure that the C:\ProgramData\LPMC\configuration.xml file has the correct modes Reinstall the package Lexmark Print Management Client only enables modes defined in the configuration file during installation.

22 Troubleshooting 22 Users do not appear in the Print Management web portal Try one or more of the following: Make sure that the users exist in the Print Management web portal For more information, see Importing users on page 15. Make sure that the Print Release Management User role is granted to the user For more information, see Assigning organization roles on page 8. Import users from the User Accounts web portal From the Print Management web portal, click Administration > Users > Import from User Accounts > Import from User Accounts. Print jobs do not appear in the Print Management Cloud queue Try one or more of the following: Make sure that you are using the LPM Cloud data print queue, where data is the data stream Make sure that URLs in the configuration file are correct The cloud print release server is lsp.lexmark.com/lexmark. The identity provider server is idp.iss.lexmark.com. Check that the print job is submitted successfully Cannot use badge to log in to the printer Make sure that the client ID and client secret of the Cloud Authentication application and the organization are a match For more information on Cloud Authentication, see the Cloud Authentication Administrator s Guide. To view the client ID and client secret of the organization in the Cloud Platform, do the following: 1 From the User Accounts web portal, click Application, and then click the application name. 2 From the OAuth Settings section, note the values associated with the client ID and client secret.

23 Notices 23 Notices Edition notice January 2018 The following paragraph does not apply to any country where such provisions are inconsistent with local law: LEXMARK INTERNATIONAL, INC., PROVIDES THIS PUBLICATION AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions; therefore, this statement may not apply to you. This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in later editions. Improvements or changes in the products or the programs described may be made at any time. References in this publication to products, programs, or services do not imply that the manufacturer intends to make these available in all countries in which it operates. Any reference to a product, program, or service is not intended to state or imply that only that product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any existing intellectual property right may be used instead. Evaluation and verification of operation in conjunction with other products, programs, or services, except those expressly designated by the manufacturer, are the user s responsibility. For Lexmark technical support, visit For information on supplies and downloads, visit Lexmark International, Inc. All rights reserved. GOVERNMENT END USERS The Software Program and any related documentation are "Commercial Items," as that term is defined in 48 C.F.R , "Computer Software" and "Commercial Computer Software Documentation," as such terms are used in 48 C.F.R or 48 C.F.R , as applicable. Consistent with 48 C.F.R or 48 C.F.R through , as applicable, the Commercial Computer Software and Commercial Software Documentation are licensed to the U.S. Government end users (a) only as Commercial Items and (b) with only those rights as are granted to all other end users pursuant to the terms and conditions herein. Trademarks Lexmark and the Lexmark logo are trademarks or registered trademarks of Lexmark International, Inc. in the United States and/or other countries. Microsoft, Windows, Microsoft Edge, Internet Explorer, SmartScreen, and Excel are either registered trademarks or trademarks of the Microsoft group of companies in the United States and other countries. Android and Google Chrome are trademarks of Google Inc. macos, OS X, and Safari are registered trademarks of Apple Inc. All other trademarks are the property of their respective owners.

24 Index 24 Index A accessing the Cloud Platform 7 accessing the web portal Print Management 15 accessing the web portals User Accounts 8 adding group members 16 adding users 9 assigning group roles 11 assigning organization roles 8 available options 7 B badges deleting 12 importing 12 managing 12 registering 12 sample CSV file 12 C cannot access the Print Management web portal 19 cannot access the User Accounts web portal 19 cannot find badge when using the badges search box 19 cannot find user s group 21 cannot install the Lexmark Print Management Client 20 cannot use badge to log in to the printer 22 change history 4 checklist deployment readiness 6 Cloud Platform accessing 7 creating groups 11, 16 CSV format sample 9 CSV-formatted reports show incorrect UTF-8 or have missing non-ascii characters 20 custom installation settings do not appear 21 custom print driver settings do not appear 21 customizing the Lexmark Print Management Client package 17 D deleting badges 12 deleting groups 11, 16 deleting jobs automatically 16 deleting users 9 deployment readiness checklist 6 document retention policies setting 16 downloading the Lexmark Print Management Client 17 E editing groups 16 editing users 9 G group members adding 16 removing 16 group quotas setting 16 groups adding members 11 assigning roles 11 creating 11, 16 deleting 11, 16 editing 16 managing 11, 16 removing members 11 removing roles 11 I importing badges 12 importing users 9 from the User Accounts web portal 15 using a CSV file 15 installing the Lexmark Print Management Client 18 J jobs deleting automatically 16 L Lexmark Print Management Client customizing 17 downloading 17 installing 18 Lexmark Print Management Client modes do not appear 21 M managing badges 12 managing groups 11, 16 managing users 9 O organization roles assigning 8 overview 5 P password requirements setting 8 print jobs do not appear in the Print Management Cloud queue 22 Print Management accessing 15 printing error 19 R registering badges 12 removing group members 16 removing group roles 11 S sample CSV file for badges 12 sample CSV format 9 setting group quotas 16 setting retention policies for documents 16 setting the password requirements 8 some settings are unavailable on the Print Management web portal 20

25 Index 25 T troubleshooting cannot access the Print Management web portal 19 cannot access the User Accounts web portal 19 cannot find badge when using the badges search box 19 cannot find user s group 21 cannot install the Lexmark Print Management Client 20 cannot use badge to log in to the printer 22 CSV-formatted reports show incorrect UTF-8 or have missing non-ascii characters 20 custom installation settings do not appear 21 custom print driver settings do not appear 21 Lexmark Print Management Client modes do not appear 21 print jobs do not appear in the Print Management Cloud queue 22 printing error 19 some settings are unavailable on the Print Management web portal 20 user is prompted to re register badge 19 users do not appear in the Print Management web portal 22 warning appears when installing the Lexmark Print Management Client 20 users do not appear in the Print Management web portal 22 W warning appears when installing the Lexmark Print Management Client 20 U User Accounts accessing 8 user is prompted to re register badge 19 users adding 9 deleting 9 editing 9 importing 9, 15 managing 9