PAPERCUT SOFTWARE PTY LTD PaperCut NG – Monitor Module Quick Start Guide Introduction The PaperCut NG Monitor Module (PC-MM) allows PaperCut NG to integrate with the Monitor Supervisor system to retrieve account balance information and record print activity. The PC-MM uses the Monitor Accounting Popup DLL to communicate with the Monitor Supervisor server. The PC-MM runs as a separate service to the PaperCut NG application allowing it to be hosted on a separate machine or platform. PaperCut recommends running the PC- MM on the Monitor Supervisor server if possible. The PC-MM listens on port 9199 for connections from the PaperCut NG application server. It is recommended that the firewalls/switches are configured to only allow connections to this port from the server running PaperCut NG. The communication used between these components is a lightweight XMLRPC protocol. This has a number of important advantages over traditional RPC technologies: 1. Firewall friendly – only one port (9199) needs to be opened between PCNG and the Monitor Module. 2. Resilient to network issues – Once network issues are resolved communication will restart seamlessly without needing to restart either server. 3. Lightweight – Only a minimal amount of data is sent across the network so it can be used on slower connections Requirements • PaperCut NG version 7.0 (or greater) • PaperCut NG Monitor Module • Monitor Accounting Popup DLL. Recommended version: 188.8.131.521 (or greater). • Monitor Supervisor POS Version 184.108.40.2065 (or greater) • PaperCut NG Monitor Module will require a Supervisor NET GWY SETUP license Installation 1. Install PaperCut NG on the print server. Detailed instructions for setting up PaperCut NG can be found in the user manual. 2. Before setting up the Monitor Module, check that the PaperCut NG server is monitoring printing correctly. • Navigate to the “Printers” section and check that the printers hosted on this machine are listed • Perform a test print, and then check that the print job was logged correctly. The print logs can be viewed in Printers ->Print Log tab. 3. Install Monitor Supervisor and import user accounts as per Monitor instructions. • The usernames should imported as uppercase within Supervisor. • The Monitor Module requires a Supervisor NET GWY SETUP license • Supervisor Net Primary accounts MUST have ‘Multiple Sessions’ enabled. Using the Monitor Import File Formatter (MIFF) create a Primary import (transaction type 31) for all primary numbers. On the fifth screen of the MIFF wizard choose the ‘Data Formats’ TAB, from the left pain highlight ‘Allow Multiple Sessions’ and set a ‘Constant Value’ of N in the tuning area. Complete the wizard and import records into monitor using the Automatic Timed Import (ATI) service. The import will append the setting ‘Allow Multiple Sessions’ and will not alter the balance or other details on the Full Details screen within Administrator, however backup Primary.dat before importing. 4. Install the Monitor Accounting Popup DLL on the server that will host the PaperCut Monitor Module. The recommended install location for the DLL is: D:\Program Files\Monitor Business Machines\SupervisorNet\bin. The Monitor Module will automatically search for the DLL in this and other default locations. If the DLL is not installed in a standard location, the DLL path will need to be manually configured in the server.properties file after installation. 5. Setup the MBMAccountingPopup.ini as per the Monitor installation instructions. It is important to ensure that the server connection settings are correct to allow the PaperCut Monitor Module to communicate with the Supervisor system. The following settings should also be changed: • SearchIndex=3 - tells the DLL to perform user lookup by username • UsePrinterName=1 – allows PaperCut to control the disbursement that is charged. If this is set to 0, then the default disbursement setup in the INI file will always be used. NOTE: The PaperCut Monitor Module currently always charges the “PRINTS” disbursement for printing and “ADD VALUE” for adjustments and refunds. • MBMAccounting.ini ‘Naming Service’ must be the IP address of the monitor server. This also requires the ‘Naming Publishing Method’ is set to ‘IP Address’ from the Supervisor Net Administrator software | Server Settings | Core Server Settings TAB. 6. Install the PaperCut NG Monitor Module by running the setup wizard. At completion of the wizard the Monitor Module service will be started automatically. 7. Verify that the Monitor Module has started correctly by opening the log file [installdir]\Logs\server.log file. This can be opened by selecting the “Open Log File” option in the start menu (Programs->PaperCut NG Monitor Module). If the server has started successfully an entry like the following will be displayed: 2005-12-13 15:49:05,538 INFO XMLRPCServer:67 - RPC server started on port 9199. 8. If this entry does not appear and the only that appears is like the following, then this indicates that the INI file connection settings are incorrect, which could cause the Monitor Module to stop working or crash. 2005-12-13 17:11:00,554 INFO ... - Loading Monitor DLL and authenticating to Monitor server ... The server will try to restart automatically in the case of crash, however if the cause of the problem is incorrect configuration this will need to be fixed first and then the Monitor Module will need to be restarted. 9. The Monitor Module requires a Supervisor primary account that has full access to all secondary accounts. If “PERMIT” is not being used this can be any user in the system. By default the module is configured to use the “Default Test Account”. To use a different primary account: • Open the module’s [installdir]\server.properties file • Modify the monitor.full-secondary-access.username value to be the username of the primary account that has full access to all secondary account. NOTE: The name is case-sensitive, and must match the ID field in Supervisor exactly. • Restart the Monitor Module, using the “Stop/Start Monitor Module” start menu items. 10. If the Monitor Module service has started correctly, then PaperCut NG should be configured to connect to the Monitor Module service to retrieve account balances. To do this: • Login to PaperCut NG • Navigate to “Options->Advanced Options” • Under “External Account Source”, click the “Go to external account source setup” option • Enable the external account source by checking the option and setting the server name and port of where the Monitor Module is running. If the Monitor Module is running on the same machine as PaperCut then the default settings can be used. • Click “Apply”. If the PaperCut can establish a connection to the Monitor Module a success message will be displayed (as shown below). • 11. If an error message is displayed. Ensure that the Monitor Module is running and the connection settings are configured correctly. Verifying the Integration This section describes some test to validate that the Monitor integration is working correctly. 1. Check that user balances are retrieved from Supervisor, and that print jobs can be charged to users. • Navigate to the “Users” section within PaperCut • Find a user that exists within Supervisor, and click the link to go to the user details page. (For simplicity, choose a user that is not configured to be prompted for a Secondary). At this point PaperCut will synchronise the user’s account balance with Supervisor, if this is successful the user’s balance will be updated to match Supervisor. You should also see an “[external balance change]” transaction in the user’s Transaction History. • Perform a balance adjustment on this user by modifying their credit on the User details screen. The credit adjustment should now be reflected in Supervisor. • As a user that exists in Supervisor (and is not configured to be prompted for a Secondary), try performing a print to one of the printers monitored by PaperCut. Check that the print job has been logged in PaperCut, and then check that an equivalent transaction has been recorded in Supervisor. 2. Test that PaperCut NG works with Monitor Secondary accounts: • In Supervisor, edit a user so that “Account Held” is set to “Secondary” and the “Prompt for Secondary” option is enabled. • In PaperCut NG, navigate to the “User” section and select the user that was just modified in Supervisor • Verify that the “Account Selection” options for the user are set to “Show the account selection popup” and that “Allow user to charge to shared accounts (with a PIN)” is enabled. • As the user from above, log into a machine and run the PaperCut client software. On the PaperCut server this can be run from the start menu (Programs->PaperCut NG->Client). If on another machine it can be run directly from a share on the server (\\server\PCClient\pc-client.exe). • Print a document as this user. • The client will popup requesting the account to charge. • Select “Charge to account with PIN”, and enter the Supervisor secondary number to charge (See screenshot below). If a matching secondary number is found, the print job will allowed to print and that account will be charged. • In PaperCut, go to the “Accounts” section and verify that PaperCut created a matching “Shared Account” for this Secondary. (See screen shot) • In Supervisor, verify that the print job was allocated to the Secondary account.
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