GlobalWare Go! Res HPM Configuration

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1 GlobalWare Go! Res HPM Configuration JHCain ver Page 1

2 The purpose of this document is to outline the steps required to configure HPM (Host Print Manager) for a GlobalWare interface connection. Note: The pc hosting the HPM interface should have Sleep or Hibernation Mode set to OFF under the Control Panel Display/Power settings. These instructions assume you have installed and logged into Go! Res. Depending on your Windows operating system version and security settings, you may or may not see the security banners and pop ups depicted in the instructions below. You may also be prompted at the top of your screen (yellow banner) for the installation of ActiveX controls, please do so if prompted. You must be logged onto the pc as a Local Administrator to successfully install and configure HPM. I. Installation and Configuration of HPM Access to the HPM configuration template is provided via the Host Print Manager Configuration link, which is accessed by clicking Tools on the Navigation bar after logging into Go! Res. 1. Click on Tools on the Navigation Bar 2. Click on Host Print Manager Configuration on the right hand Tools menu that appears Page 2

3 3. If you receive the following Security Warning, click <Yes> 4. The HPM configuration screen loads Page 3

4 II. Downloading HPM (Install HPM.exe) 1. Click on the link to Install HPM.exe If Install HPM.exe is not an option, skip to part III of this document. Note: You must be logged onto the computer as a local Administrator for a complete working installation of HPM! 2. If you receive the following Security Warning, click <Yes>. If prompted to install ActiveX, please do so. 3. Click Next to continue with the installation. Page 4

5 4. Click Next to perform the Internet Connectivity Check. 5. Leave this screen in the default No and click <Next>. Page 5

6 6. Leave this in the default HPM as an Application and click <Next> to continue.. Note: HPM as a Service requires some technical expertise. See the advanced document at this link if you wish to explore this type of install 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. 8. Configure printer workstation is now the next step indicated in the checklist column to accomplish. Move on to section III HPM Configuration. Configure printer workstation Page 6

7 III. HPM Configuration 1. Click the Refresh tab once to force a registry check to enable the Windows printer features of HPM before starting the configuration process. You will not visibly see a screen change when it refreshes. Click Refresh once before beginning configuration 2. Find the "Interface: TAIR - US" device in the list of Unconfigured Devices. 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 there are already printers configured and you are configuring a second or third device to this workstation, drop the item onto the HPM_XXXXXX_00X device that was created under Local Machine and highlighted with a yellow icon in front of it. Page 7

8 3. A new item selection menu is displayed. Click on New Workstation. Note: if a device was previously configured on this workstation you will not see this menu. Drag and drop to the HPM device with the yellow icon in front of it depicted on step 4. Click on New Workstation. 4. As show below, it will immediately create an HPM device under Local Machine and the Interface you chose will appear below that as a device configured to this workstation. HPM device name created and interface assigned under it. We recommend you use the default output path for the file. 5. We recommend you leave the default path of C:\wspan\HPM\Output as the Output Setup Folder. This is where you will configure GlobalWare to find the accounting records. 6. If you do choose a different path, make sure it is valid and that you have documented it for GlobalWare configuration later. Page 8

9 7. Click the Save Button at the top of the screen to store your configuration. Click the Save button when finished to store the configuration. 8. You will see the dialog box below as the configuration saves. Click Continue 9. 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. 10. 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 or extended 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! 11. If the computer running GlobalWare is not the same computer configured with HPM, then you will have to connect to the computer by mapping a network connection. See section IV Folder Sharing. 12. Refer to the GlobalWare Installation documentation for additional configuration to receive the accounting image files into GlobalWare. Page 9

10 IV. Folder Sharing In order to connect to the C:\wspan\hpm\output folder from the GlobalWare computer, you will have to share one of the folders in the path; preferably the wspan folder would be simplest. For directions use the link below for the Windows Operating System you currently use. o o o For Windows XP Folder Sharing: For Windows Vista Folder Sharing: For Windows 7 Folder Sharing: Page 10

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