1. 1 Software Shelf ® International, Inc. Print Manager Plus ® 2010 1

2. 2 Print Manager Plus 2010 Introduction 2

3. 3 Print Server Based Tracking Server Based Support Includes:  Server 2000, 2003 & Server 2008  X86 and X64 Implementations Fully Supported  Supports any Printing Processed by the Windows Spooler  Virtual Setups such as VMware ESX & MS Virtual Server  Fail Over Implementations such as Microsoft Cluster Services and AMT Software’s Doubletake 3

4. Printing Handled by Print Manager Plus Job Sources Supported • Windows Clients NT, 2000, XP, Vista, Window 7 • Other Windows Servers • Linux/Unix Servers and Clients • Mac OS9 and Later • AS/400 and more • Any other client printing through the Windows Spooler Job Destinations Supported • Network Printers via TCP & LPR • Network Shares using Local Ports • Large Format Printers • Locally Attached Devices (LPT, USB) • Print to File Tracking • Any other port provided it spools through the Windows 44

5. 5 What Print Manager Plus Does  Tracks Printing from any client or source, that is spooled by Windows  Provides Summary and Detailed reporting on printing  Save on printing costs via Restrictions and Quotas  Integrates tracking with Microsoft Active Directory  Prompts for Job Authentication  Apply restrictions per Printer, User, Group or Organizational Unit  Keeps users informed about their printing usage 5

6. Information per Print Job Environment & Network Statistics • Active Directory Username • Active Directory Full Name • Active Directory Group or OU • Root Organizational Unit • Custom User Name • Client / Project Billed • Network Bandwidth Job Statistics • Time Submitted • Server & Print Queue • Document Title • Job Size • Page Count (Adjusted for NUp) • Copy Count • Color vs. Monochrome • Duplex • Page Size and Length (for Plotters) 66

7. 7 Common Print Manager Plus Setup Type Print Manager Plus Setup Types  Single Stand Alone Print Server with a Local Database  Multiple Print Server’s Sharing a single MSSQL Database  Multiple Print Servers, each using it own local Database  Single or Multiple Print Servers, sharing a Central SQL Database with Workstation Connected Printer Agents  Print Server and Workstation Connected Printers / Direct IP Printing 7

8. 8 Single Stand Alone Print Server with a Local Database 8 Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

9. 9 Multiple Print Servers sharing a single MSSQL Database 9 Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

10. 10 Multiple Print Servers, each using it own local Database 10 Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

11. 11 Multiple Print Servers, sharing a Central SQL Database with Workstation Connected Printer Agents 11 Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

12. 12 Print Server, Direct IP Printing & Workstation Agents sharing a Central SQL Database 12 Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

13. 13 Print Manager Plus 2010 Main Product Overview 13

14. 14 Main Product Overview  Print Manager Plus - Administrator  Graphical Interface to view the Users, Groups, Organizational Units and Printers being tracked.  Customization of Tracking Settings, Restrictions and Quotas which are stored in the database.  Provides Reporting using over 150 different Reports.  Print Manager Plus - Service  Passively monitors traffic through the Windows Spooler and logs and stores it within the database.  Reads Active Directory on an as needed basis and stores this information to the database.  Enforces Restrictions, Quotas and Authentication rules it finds in the database.  Print Manager Plus - Database  Stores Configuration, Job History and Restriction/Quota information.  Usually SQL 7.0/2000/2005/2008 Full or Express Version. Can be MS Access in small Standalone setups.  Connected to using ODBC and Windows Authentication by the Server and Administrator 14

15. 15 Print Manager Plus - Administrator Sample Print Manager Plus Administrator – PMPAdmin.exe 15 Key Features  Active Directory View:  Users View  Group View  Organizational Unit View  Printers:  Cost Settings  Restrictions  Grouping  Reporting  Summary & Detailed Reports  Graphical Reports  Management  eUpdate  Server Status  Advanced Configurations

16. 16 Print Manager Plus - Service Print Manager Plus Service - Windows Service PQService.exe & PQCore.exe 16 Key Features  Passively Monitors the Spooler  Parses print jobs  Stores the information  Enforces Restrictions/Quotas  Checks for Quotas  Checks for Restrictions  Deletes, Pauses or Resumes  Saves Active Directory Information  Saves User Information to DB  Saves Group/OU Membership  Can Prompt for Authentication  Username & Password Challenges  Client / Project Selection

17. Administrator & Service Comparison Print Manager Plus - Administrator • Views Active Directory View Settings, and saves settings on demand. • Sets Configuration for Printers and Print Servers • Sets Restrictions/Quotas • Sets Authentication Options • Saves configuration settings to database • Electronic Updates • Summary, Detailed and Graphical Reporting • Is not required for the tracking of Print Jobs Print Manager Plus - Service • Looks up Active Directory Information as needed when Users print. Saves this to the database. • Works off set Configurations for Printers & Service • Read and enforces Restrictions/Quotas • Obtains appropriately set Authentication • Refers to database for configuration settings • Cannot update itself • Stores print history to the database for reporting • Must be running to track Printing 17

18. 18 Print Manager Plus - Database Print Manager Plus Database – ODBC Database PrintManager.MDF & PrintManager_log.LDF OR PMPQuota.mdb 18 Key Features  Stores Print History  Stores a detailed record for each Print Job  Includes record of restricted Jobs  Holds Active Directory Information  Stores AD Users and Information  Group/OU Membership  Custom Group Membership  Configuration Settings  Stores Printer and Server Settings  Stores Restrictions / Quotas  Administrative Information  MS SQL 7.0/2000/2005/2008  Uses Windows Authentication  Can be MS Access

19. 19 Print Manager Plus 2010 The Process of a Print Job 19

20. 20 The Process of a Print Job 20 Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

21. 21 Phase I: Document Spooling 21 Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

22. 22 Phase II: Print Job Parsing and Processing 22 Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings Legend Flow of Print Job Pre-Tracking Flow of Print Job Post-Tracking Flow of Print Job Data Flow of Print Job Settings

23. 23 Phase III: Release of the Print Job 23 Data Flow Legend Print Job Pre-Tracking Print Job Post-Tracking Print Job Metrics Print Job Configuration Data Flow Legend Print Job Pre-Tracking Print Job Post-Tracking Print Job Metrics Print Job Configuration

24. 24 Phase I: Technical Notes 24

25. 25 Phase I: Technical Notes (Continued…) 25

26. 26 Phase I: Technical Notes (Continued…) 26

27. 27 Phase II: Technical Notes 27

28. 28 Phase II: Technical Notes (Continued…) 28

29. 29 Phase II: Technical Notes (Continued…) 29

30. 30 Phase II: Technical Notes (Continued…) 30

31. 31 Phase II: Technical Notes (Continued…) 31

32. 32 Phase II: Technical Notes (Continued…) 32

33. 33 Phase III: Technical Notes 33

34. 34 Phase III: Technical Notes (continued…) 34

35. 35 Print Manager Plus 2010 Main Product Install 35

36. Main Product Install Overview  Main Installer:  Main installer is within the PMP8.0.133.87_FULL.zip (install launched by: setup.exe)  The launching user requires local Administrative rights on the Print Server.  The launching user also requires rights to connect to and verify the Print Manager Plus database, or to create it.  Database Options:  Existing MSSQL 7.0/2000/20005/2008 Instance  Create a local SQL Express 2005 Instance  Local Microsoft Access DB  Pre-Requisites  Mdac 2.7 or later for SQL Database  Jet Database Engine 4.0 and Later for MS Access .Net Framework 2.0 for local SQL Express Option  Silent Install Run by Configuring setup.ini  Database Option Configured within setup.ini  Service Logon User Specified  License Key specified 36

37. Main Product Install Process  Enter License Key:  Provide the valid Print Manager Plus License  Accept the License Agreement  Review and accept the license agreement to install  Select the Install Type  Full Setup: For a print server where both the Service and the Administrator are needed.  Admin Only: For installing just the admin console and for not tracking any printers on that machine.  Choose Install Location:  Default install location: C:\Program Files\Software Shelf International  Configure Database Option  MS Access: Small single server setups  Local MSSQL Express: Creates a local MS SQL 2005 Express instance and database for small to midsize environments.  Create DB on an Existing Database Server: Common for larger setups choosing a central SQL Database. Creates a Print Manager database on an existing local or remote database  Connect to an Existing Database: Connects to a central or local database that has already been created. Common for installing additional servers in a multi-Print Server environment.  Finalize Installation:  Choosing Install will Complete the install. A reboot is required before full tracking will occur. 37

38. Main Product – Introduction & License Key Welcome Screen:Product License Key: 38

39. Main Product – Agreement & Install Location Product License Agreement:Install Location 39

40. Main Product – Install Type Install Type Selection 40

41. Main Product – Database Selection Database Selection 41

42. Main Product – Service Account Connecting to a SQL Database – Service Account 42

43. Main Product – SQL Server Instance Connecting to a SQL Database – SQL Selection 43

44. Main Product – Finalizing the Install Install After Database ConfigurationRestart to ensure proper tracking 44

45. 45 Print Manager Plus 2010 Administrator Introduction 45

46. Print Manager Plus Administrator Introduction  Users Tab  Shows Users pulled from AD  Shows Users within the Local Database  Combines Database Settings to create a complete view of Users.  Groups Tab  Shows the Security Groups from Active Directory  Shows settings placed on Groups.  Displays any Custom Groups  Displays the Default User Settings  Organizational Units Tab  Shows Organizational Units from Active Directory  Shows settings placed on Organizational Units  Client Billing  List of Clients, Projects or Departments available to bill jobs to.  Printers  List if Printers being Tracked  Printer Cost Settings  Printer Restrictions  Print Servers  List of Print Servers and Workstation Agents that are connected to this database.  Reports  Detailed, Summary and Graphical Reports  Additional Configuration  Various Menus for additional Configuration 46

47. PMP Administrator – Users Tab 47

48. PMP Administrator – User Group Defaults Tab 48

49. PMP Administrator – Organizational Units Tab 49

50. PMP Administrator – Client Billing Tab 50

51. PMP Administrator – Printers Tab 51

52. PMP Administrator – Printer Servers Tab 52

53. PMP Administrator – Reports Tab 53

54. 54 Print Manager Plus 2010 Using the Active Directory View 54

55. 55 User View Filter Over View – Default View (Combined) 55 Legend Reading Users AD Reading Groups / OUs from AD Saving Users Settings to the DB Retrieving User Settings Legend Reading Users AD Reading Groups / OUs from AD Saving Users Settings to the DB Retrieving User Settings

56. PMP Administrator –View Filter 56

57. 57 User View Filter Over View – All Domain User’s Off 57 Legend Reading Users AD Reading Groups / OUs from AD Saving Users Settings to the DB Retrieving User Settings Legend Reading Users AD Reading Groups / OUs from AD Saving Users Settings to the DB Retrieving User Settings

58. PMP Administrator – Traverse Nested Groups 58

59. 59 Print Manager Plus 2010 Database Information 59

60. Database Overview What is Stored in the database?  Print History  Stores a detailed record for each Print Job  Includes record of restricted Jobs  Active Directory / Network Users  Users that have printed through the spooler since installing Print Manager Plus (default settings)  Username, Full Name, Root OU and Group Membership Data  User Quotas and Restrictions  Active Directory Groups and OUs that have been enabled from the Administrator.  Custom Groups that have been created.  Custom Active Directory Field data  Printer Settings  Printer Cost Settings  Printer and User Restrictions  Printer Group Membership  Authentication Requirements  Configuration Settings  Database Version Information  Print Manager Actions (what occurs when a restriction is met)  Licensing Information  Admin Rights Settings  Other settings 60

61. Database Table Information 61 Table NameTable Contents _DB_StatsCurrent database version, as well as database version history. (Do not edit) AdminRightsPMP Administrator Logon Accounts and Privilege Information AdvancedQuotasAdvanced Quotas Information. Used only when separate Quotas are used per each Printer Group. ConfigurationConfiguration settings such as Print Manager Plus Actions, Nested Group Options, and more… Domains Contains any trusted Active Directory domains used for the listing and tracking of additional domains. This also contains any additional LDAP directories used with Username and Password authentication within the Client Billing & Authentication edition. GroupQuotas Stores both Active Directory Groups and Organizational Units that have been enabled. It also stores Custom Groups and the Default User Settings. JobLogEach print job handled by Print Manager Plus. Allowed and Denied jobs both reside in this table. PaperTypesThe paper types used for charging specific costs per size. PrintersEach printer being tracked by Print Manager Plus and its settings. Also holds Default Printer Settings. PrintServers Each server or workstation running the Print Manager Plus service connected to this database. This includes their license status and registration key used. Project Listing of Clients / Projects available to be prompted for on each print job. UserCreditLog A history of Credit Added or Taken away from the user from the PMP Administrator. UserQuotas Each User that has printed, or had an account manually enabled from the Print Manager Plus Administrator. This includes their Full Name, Group/OU memberships, quotas and restrictions.

62. Key Tables and their Contents 62  Record of every print job processed.  Job Metrics of every Print Job.  UserName and Applied Group  Job Cost Applied JobLog  Every User that printed through the server (typical)  Group Membership  User’s Restrictions  User’s Quota  Full Name  Custom AD Field UserQuotas  Each group / OU that has a configured account in PMP.  Nested Group Membership  Default User Settings  Group/OU Restriction and Quota Defaults  Custom Groups GroupQuotas  Each Printer being monitored by PMP  Cost Settings  Printer Restrictions  Printer Group Membership  Authentication Options Printers

63. Connecting to the Database 63  Connects via ODBC using the SystemDSN “PrintManagerPlus”  Used Windows Authentication for the launching User (Not the service logon).  Requires DB_DataReader & DB_Datawriter  eUpdate Requires DB_Owner PMP Administrator PMPAdmin.exe  Connects via ODBC using the SystemDSN “PrintManagerPlus”  Used Windows Authentication via the Service Log on as Account.  Requires DB_DataReader & DB_Datawriter PMP Service PQService.exe & PQCore.exe  Created the ODBC Connection within SystemDSN “PrintManagerPlus”  Used Windows Authentication of the launching user to connect, create or verify the database  Requires DB_Owner if Updating Installers Setup.exe  May use ODBC, or other technologies such as ADO.net.  Custom Apps may use Windows or SQL Authentication.  May add columns, but not recommended.  Can add custom tables Third Party / Custom Applications

64. 64 Print Manager Plus 2010 Agents and Options 64

65. Print Manager Plus – Agents and Options 65  Can display user balance information (EUIT Only)  Informs end users of restricted printed.  Prompts for authentication.  Communicates with Print Manager Plus service to obtain information using ports 445 or 48100/48101 Authentication Module & End User Inquiry Tool CheckPages.exe  Tracks printing on locally installed printers.  Is a service only install of Print Manager Plus.  Relies on Windows Authentication and works directly with the database.  Requires DB_DataReader & DB_Datawriter rights. Workstation Connected Printer Agent PQService.exe & PQCore.exe  Provides the Admin console portion of Print Manager Plus for remote administration.  Relies on Windows Authentication of the launching user to connect to the database.  Allows all of the same controls as the Administrator on the Print Server. Remote Administrator PMPAdmin.exe  Provides remote reporting features only.  Relies on Windows Authentication of the launching user to connect to the database  Requires DB_DataReader permissions. Report Viewer ReportViewer.exe

66. Print Manager Plus – EUIT / Authentication Module Standard Install Options:  Installed using PMP_EUIT.MSI or PMP_AuthenticationModule.MSI  Requires Local Administrative Rights to Properly Install  Requires no connection to the Print Manager Plus Database  Listed in Add/Remove Programs as: Print Manager Plus - Client Silent Install Options  Supports standard MSI Silent Commands /qn /i Silent Install Example: msiexec /i \\server\share\pmp_euit.msi /qn  Supports standard MSI Uninstall /x command Silent Uninstall Example: msiexec /x \\server\share\pmp_euit.msi /qn  Supports Group Policy department and is compatible with most Third Party Push Install programs. 66

67. Authentication Module vs. End User Inquiry Tool End User Inquiry Tool PMP_EUIT.MSI • Provides End User Pop ups of Restricted Print Jobs • Available in 7 Languages • Displays end user current balance • Prompts for Authentication when Enabled • Dword attribute EUIT allows module to provide EUIT Function. Authentication Module PMP_AuthenticationModule.MSI • Provides End User Pop ups of Restricted Print Jobs • Available in 7 Languages • Displays end user current balance • Prompts for Authentication when Enabled • Virtually the same as EUIT, but no auto display of balance. 67

68. Authentication Module / EUIT Restriction Examples Print Job Restricted - Lack of Balance Print Job Restricted – Copies Restriction 68

69. Authentication Module / EUIT Verification Examples Verification with BalanceVerification without Balance 69

70. Authentication Module / EUIT Authentication Examples Username & Password AuthenticationClient / Project Selection 70

71. End User Inquiry Tool - Functionality Task Tray - Sample EUIT Registry Settings 71 HKEY_LOCAL_MACHINE\SOFTWARE\Software Shelf International Inc\Print Manager Plus - Client EUIT Dword: 1 or 0 for EUIT Function On or Off Server String: Hard codes print server to retrieve balance from. (Optional)

72. EUIT / Authentication Module Troubleshooting Task Tray - Sample EUIT Registry Settings 72 HKEY_LOCAL_MACHINE\SOFTWARE\Software Shelf International Inc\Print Manager Plus - Client EUIT Dword: 1 or 0 for EUIT Function On or Off Server String: Hard codes print server to retrieve balance from. (Optional)

73. 73 EUIT / Authentication Module Troubleshooting 73

74. 74 EUIT / Authentication Module Troubleshooting 74

75. 75 EUIT / Authentication Module Troubleshooting 75

76. Workstation Connected Printer Agent Admin Install Notes: • Installer is basically a Service Only install of Print Manager Plus. • Installer launching user must be an Admin of the workstation, and have read and write access to verify the database. • Service logon account specified must be an Admin of the workstation, and have read and write access to the SQL Database. • Workstation connected key used during install (Server can be used for service only server install). • Silent install can be configured by editing the setup.ini in the main install, or using our MSI Installation. • When launching silent install, launching user only needs to be an Admin of the local workstation. • Service Logon specified must be a Local Admin of the workstation, have read and write access to the PMP Database and also have the Logon As a Service right. 76 Silent Install Notes

77. 77 WKS Connected Printer Agent Module Troubleshooting 77

78. 78 WKS Connected Printer Agent – Excess Printers 78

79. Remote Administration Console Admin Notes: • Uses the same installer as the main product by selecting Administrator Only Install. • Can be silently installed by configuring setup.ini file. • Provides same functionality as the Admin console on the Print server. • Supported on Windows 2000, XP, Vista & 7 Workstations. • Installing & Launching user must have read and write permissions to the Print Manager Plus database. • Use Admin Rights Security to restrict user access by Group, OU and Print Server • Must be eUpdate separated of the main server. • Unlimited installs allows. 79

80. Remote Report Viewer Remote Report Viewer Notes: • Uses its own Installer • Can be silently installed using standard MSI Commands • Provides same reports as the Print Manager Plus Administrator. • Supported on Windows 2000, XP, Vista & 7 Workstations. • Prompts for database location upon first launch • Uses PrintManagerPlus ODBC connection within SystemDSN. • Requires DB_Reader permissions on the Print Manager Database • Unlimited installs allows. 80

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