PaperCut” PaperCut HP FutureSmart Embedded Manual This manual covers the HP FutureSmart embedded MFD setup. For general PaperCut MF documentation, please see the PaperCut MF manual. Contents 1 Overview 1.1. Consistency: 12 13 14 15 2 Installation. 21 Requirements. 2.1.1 Supported HP FutureSmart Devices .. 22 Setup Procedure Networking/Firewall Configuration.. Deploy the PaperCut App Using the Device's Web Admin Tell Device Where to Find PaperCut Server Configure Device Access Control Disable the “Hold Off Print Job” setting PaperCut Settings. - 2.2.7 Additional Network Security (optional 23 Upgrading to a newer version... 3 Post-install testing 3.1. Test Preparation 3.2 Scenario 1: Standard copying .... 3.3. Scenario 2: Copying with account selection 13 3.4 Scenario 3: Print release. 4 Configuration . 4.1 Device Function 42 Device Options.. 4.2.1 Confirmation Screen ...... 4.3 Authentication Methods... 4.4 Shared Account Selection... 20 4.5 Email Configuration... 5 Advanced Contiguration «0.00Cut ~ HP FutureSmart Embedded Manual 2orsor2e 5.1 Config Editor 5.2 Setting an Explicit PaperCut Server Network Address. 5.3. Session Inactivity Timeout. 5.4 Configuring Card Readers for Authentication .. 5.4.1 Card Number Needs No Conversion 5.4.2 Regular Expression Filters . 5.4.3 Card Number Format Converters. Standard Converters Using custom JavaScript. Other advanced notes. 5.4.7 Sean to Folder with Single Sign On 6 Known Limitations and Security. 6.1 Usability and User Interface Limitations 62 Zero-stop When Copying 63 Bypassing the System 7 Uninstalling PaperCut from the Device 7.1 Temporarily Disable PaperCut.. 7.2 Full Uninstall 8 FAQ & Troubleshooting .. 81 The Devices tab is not present... 8.2 Auser has overrun their quota uring a copy job. Why didn't earlier?.. stop them 83 The device displays the home screen when nobody is logged in (and the Sign Out button says Sign In) 8.4 Whatis the IP address of my PaperCut Server? 8.5 | have thousands of accounts representing my clients. Will the system handle this? se 8.6 _ | have configured color copying restrictions in PaperCut, but all users are still able to copy in color. Why? 8&7 When | click the Print Release button | receive a OXPd Application Error. 30 9 Appendix A: Supported Authentication Card Readers . 10 Appendix B: Device screenshots for user documentation... Copyright © 2012. PaporCut Software International PY. Lid, All Rights ReservedPaperCut ~ HP Future Smart Embedded Mi 1 Overview This manual provides an overview of the installation, configuration and operation of PaperCut's embedded software MFD (Multi-Function Device) solutions. Today’s MFDs are smarter - they have touch screens and offer the ability to run applications directly on the device. The goal of PaperCut Software's embedded MFD solution is to leverage these smart devices and to provide walk-up copier users with the same set of rich application features provided in the print control area. These include: * Secure access to device functions + End-user authentication including integration with single sign-on environments ‘+ Monitoring and control of photocopying (quotas, charging, allocation and logging) ‘+ Allocation of copying to accounts/departments/cost centers/projects (shared accounts) ‘+ Ability to locate shared accounts via select-from-list, keyword search or manual code/pin entry ‘+ Release jobs from a hold/release queue (Secure & Find Me Printing) «Tracking of faxing and scanning Highlights of the embedded solution include: 1.1 Consistency: The embedded solutions are developed in-house by the PaperCut Software development team. This ensures that the copier interface is consistent with the workstation print interface, meaning users only have to learn one system. 1.2 Integration: PaperCut is a single integrated solution where print, internet and copier control are all managed in the one system. Users have a single account and administrators have the same level of reporting and administration for all services. The embedded solution interacts with the PaperCut server using a Service Oriented Architecture (SOA) and web services based protocols. 1.3 Rate of development PaperCut is developed under a release-often policy where new features are made available to users as soon as they are complete. Unlike hardware based solutions, new versions can be delivered to users regularly as software updates. 1.4 Vendor Neutral: PaperCut remains true to its vendor neutral stance. All embedded solutions are equal and ‘support all server OSs including Windows, Linux, Mac and Novell. 1.5 Security: Alarge percentage of PaperCut's user base is in education environments where security is important. All embedded solutions are developed with security in mind. Where security objectives can't be satisfied, any known deficiencies are fully disclosed Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved.PaperCut ~ HP Future Smart Embedded Mi 2 Installation This section covers the installation of the PaperCut embedded application for compatible HP FutureSmart devices. The embedded application will allow the control, logging and monitoring of walk-up off-the-glass copier, fax and scanner usage and may serve as a release station for network prints (for information on tracking network printing see the PaperCut user manual). 2.1 Requirements Ensure that the following points are checked off before getting started: ‘+ PaperCut is installed and running on your network. Please see the ‘Installation’ section of the PaperCut user manual for assistance. Have available the hostname of the primary PaperCut server. + Ensure that your HP FutureSmart MFP is in the list of supported devices. Check the device list in 2.1.1 below. «The HP devices must be directly access (ie. not via a NAT network). ‘+ Ensure that the HP devices have an administrator username and password defined for access to their web admin (should not be able to see the General tab without logging in). le over the network by the PaperCut server 2.4.1 Supported HP FutureSmart Devices HP devices run multiple embedded platforms. This manual covers the HP devices running the “HP FutureSmart” platform. The devices supporting this platform are listed below. If your device is not listed it may be running the “HP Chai” platform (AKA “HP Chai SOE DSE"), which is covered in the manual titled “PaperCut MF - HP Chai Embedded Manua’’ To check if a device is running the FutureSmart or Chai platform, log into the device's web admin and navigate to Information > Configuration Page and look for the Firmware Version label in the Device Information section. On Chai devices this label is missing. On FutureSmart devices the value will begin with “FutureSmart Femware Version: (RIPEN 2 SP 1 (2200842_220937) Femwere Revision 2200843_226937 The following HP FutureSmart based devices are supported. Installing the latest available firmware and PaperCut embedded application is recommended. Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. 4 0f 35Papercut HP FutureSmart Embedded Manual ‘Supported Devices Series Models HP LaserJet Enterprise flow MFP M880 series soz HP LaserJet Enterprise flow MFP M830 series Masoz HP LaserJet Enterprise 700 color MFP M775 series HP LaserJet Enterprise MFP M725 series M77Sdn, M7751, M7752, M775z+ M725dn, M7251, M725z, M725z+ HP LaserJet Enterprise MFP M680 series M680dn, M68Of, flow M6B0z HP Officejet Enterprise X585 series HP LaserJet Enterprise 500 color MFP M575 series, ‘XeB6dn, X585F, X585z MS7Sdn, M57Sf, flow M575¢ HP LaserJet Enterprise 500 MFP M525 series Ms25dn, M525f HP LaserJet Enterprise M4555 MFP series M4555h, M45551, M4555fskm HP Color LaserJet Enterprise CM4540 MFP series. M4540, CMasqof, CMa540tskm NOTE: The following scanner-only devices are not currently supported. Please contact PaperCut support if you are interested in using these devices with PaperCut: + HP ScanJet Enterprise 8500 ‘+ HP ScanJet (7000s, 7000n) NOTE: The following devices run the HP FutureSmart firmware but are not currently supported by PaperCut due to the small LCD screen size: HP Color LaserJet Enterprise MASS series (MB5Sdn, MB55xh, MES5x+) HP LaserJet Enterprise M806 Printer series (MBO6dn, MBO6x+) HP Color LaserJet Enterprise M750 Printer series (M750n, M750dn, M750xh) HP LaserJet Enterprise 700 M712 HP Color LaserJet Enterprise M651 series (M651n, M6S1dn, M651xh) HP LaserJet Enterprise 600 series (M601, M602, M603) HP Officejet Enterprise Color X555 (X555dn, XS55xh) HP LaserJet 500 color M551 HP Color LaserJet Enterprise CP5525, NOTE: The following devices run the HP Chai firmware and as such are supported by the separate PaperCut embedded application for HP Chai. See the HP Chai Embedded manual for details: ‘+ HP Color LaserJet CM3530 MFP, CM4730 MFP, CM6030 MFP, CM6040 MFP, CM6049 MFP ‘+ HP LaserJet M3035 MFP, M4345 MFP, 144349, M5035 MFP, M5039 MFP, M9040 MFP, 9050, M9059 MFP. NOTE: The following devices run neither the HP FutureSmart firmware nor the HP Chai firmware and as such there is no PaperCut embedded application available. As always, network printing can be tracked on these devices. For authentication and copy tracking many of these devices can support a copier terminal. See the Hardware Solutions documents for more details: ‘+ HP Color LaserJet C2320, 2820, 2840, CP4008, CP4025, CP4525, CP6O15 ‘HP LaserJet P3015, M3027 MFP, P4014, P4015, P4515, M5025 MFP, 5200 015 PaperCut Sot Copyright © Intornational Py. Lid, All Rights ResaperOut ~ HP FutureSmart Embedded Manual 2orsor22 ‘© HP Digital Sender 92000, 92506 © Anything with “Pro” in the name PaperCut makes all attempts to keep the product compatibility information in this manual current. However, we make no warranties, express or implied, with respect to manufacturer's products or the interoperation with the listed PaperCut product(s). We offer 40 day trial versions of PaperCut software to assist you with compatibility testing with your network setup. Copyright © 2012 Intornational Py. Lid, All Rights ResoraperOut ~ HP FutureSmart Embedded Manu 2orsor22 2.2 Setup Procedure 2.2.1 Networking/Firewall Configuration Ensure that the networking/firewall configuration allows: ‘Inbound connections from the HP devices to the PaperCut server on ports: © 9191 (TCP/HTTP) © 9192 (TCP/HTTPS) ‘© Outbound connections from PaperCut to the HP devices on port: © 7627 (TCP/HTTPS) 2.2 Deploy the PaperCut App Using the Device’s Web Admin Using a web browser, navigate to the HP device's web admin, e.g. http2/staff- room-hp/ 2. Click Sign In in the top-right comer of the page and sign in using device administrator credentials. 3. Navigate to General > Solution Installer . Under Install New Solution select a file to upload and pick [app- path] /providers/hardware/hp-futuresmart /pc-hp-futuresmart- CE.bdl then click Instal 2.2.3 Tell Device Where to Find PaperCut Server 1. After deploying the app, a new menu item PaperCut Server Configuration should appear on the General tab in the device's web admin. Navigate to this page. 2. Enter the Server hostname or IP address of the PaperCut primary server. 3. Enter a unique Device name . This will be the name of the device on the Devices tab in the PaperCut admin interface. E.g.“Staf£ Room MEP". 4. Click Configure) 2.2.4 Configure Device Access Control ‘These steps are required to enforce color access control, and are recommended even if you do not plan on restricting access to color copying. 1. Inthe HP device's web admin, navigate to Security > Access Control 2. Click the checkbox below the Device Guest column header until all the checkboxes in that column change to locks. This disables all quest functionality by default. Copyright © 2 2015 PaporCut Software International Py. Li, All Rights Reserved. 70835PaperOut ~ HP FutureSmart Embedded Manu 2orsor2 3. Inthe Device Guest column: a. For color devices: Expand the Printing item (click on the + icon) and enable (change to a green tick) the Print in color item. If this option is left as restricted, network print jobs will be automatically converted to grayscale. b. Enable any functionality that you would like to allow without requiring sign-in (e.g. scanning, if you will not be tracking it). 4. For color devices: In the Device User column, uncheck (change to an empty box) the option Copy application > Make a Color Copy . This is required to allow PaperCut to perform color copying access control. 5. Click the [Apply] button at the bottom of the page. 2.2.5 Disable the “Hold Off Print Job” setting By default HP devices have a 15 second delay to start printing network print jobs when someone is using the device (e.g. logged in to the device LCD). This can cause a 15 second delay to print jobs when a user releases a job from a hold/release queue. This setting may be disabled either through the device LCD or through admin web interface. To disable via the admin web interface: «Login to the device web interface as admin. + Navigate to General -> Control Panel Administrative Menu -> Administration -> General Settings * Change the "Hold Off Print Job” setting to “Disabled” l= Bai i ie ee Sees Control Panel Administration Menu ers “Tis areca vr fp Aina neue ave ae cone parle cee many cu Swe Cetguson Bed a Se a ae Se Et Ore inks Cy oases rng reason fepo Dove remain ne bg re rot — 2 nr Senge oe tine Print Quality tren Sarat Moran Sve ob feck pare Rese fare tor USO Seige Ae ay age fanow Peony trae Selon reat Decrnnec Sues Saree Fae Uopace © scanbigtl Send etinae (uc ar Stes Saco (fattening (9 Gone Pit Setnge + Press ‘OK’ to save the changes. Copyright © 2 15 PaperCut Software International Ply. Lid, All Rights Reserved. 8 0f35aperOut ~ HP FutureSmart Embedded Manual 2orsor22 2.2.6 PaperCut Settings Using a web browser, log into the PaperCut administration interface (e.g. http: //papercut-server: 9191/admin). 2. Navigate to the Devices tab Devices tab not present? See 8.1 The Devices tab is not present. 3. Select the HP device from the list. The Device Name should be the name selected in step 2.2.3 4. Under the External Device Settings section, fil n the values for Device's administrator username and Device's administrator password . PaperCut requires these to register to the device to receive job information. 5. Additional settings can be applied now, such as the type of jobs to track and the authentication options that will be available. 6. Click Apply| Under External Device Settings , monitor the Device status field to ensure that PaperCut can successfully connect to and set up the device. After around 20 seconds this field should read Started. 2.2.7 Additional Network Security (optional) The MFP communicates with the PaperCut server over the network (e.g. to authenticate users or release print jobs). To provide an additional level of security, PaperCut may be configured to only allow device connections from a restricted range of network addresses. This ensures that only approved devices are connected to the PaperCut server. By default PaperCut will allow device connections from any network address. To restrict this to a subset of IP addresses or subnets: 1. Logon to the PaperCut administration web interface at http://:9191/admin 2. Go to the Options->Advanced tab and find the “Security” section. 3. Inthe “Allowed device IP addresses’ field enter a comma-separated list of device IP addresses or subnets (in the format /). 4. Press the “Apply” button. 5. Test the devices to ensure they can continue to contact the PaperCut server. 2.3 Upgrading to a newer version The procedure for upgrading an existing embedded application to a newer version is similar 10 the initial installation (see 2.2.2 through 2.2.4). Please note that only the device-level installation needs to be performed, and you shouldn't have to perform any additional configuration within the PaperCut administrator interface. After uploading the solution file the device should prompt to restart before installation is complete. Choose Restart Now| to restart the device. Copyright © 2012-2015 PaporCut Software International Py. Li, All Rights Reserved: 8 0ta5PaperOut ~ HP FutureSmart Embedded Mi 2orsor2 3 Post-install testing After completing installation and basic configuration it is recommended to perform some testing of the common usage scenarios. This is important for two reasons: 1. To ensure that the embedded application is working as expected. 2. To familiarize yourself with the features and functionality of PaperCut and the embedded application This section outlines three test scenarios that are applicable for most organizations. Please complete all the test scenarios relevant for your site. 3.1 Test Preparation To complete these tests it is recommended you use two test users so that each can be configured differently. These users are: « testusersimple — is used to perform basic copier monitoring and control and to perform print release tests. + testuseradvanced — is used to perform copier monitoring and control with the account selection enabled (i.e. to charge copying to accounts/departments/cost- centers/etc). If you already have existing users for testing, then there is no need to create the users above. Instead you can use your existing users for testing. To set up these users in PaperCut: 1, Create the testusersimple and testuseradvanced users in your Active Directory or LDAP directory. 2. Log into PaperCut admin interface. 3. Navigate to Options > User/Group syne and press Synchronize Now| 4, Once the sync is complete, the users will be added to PaperCut. The next stop is to configure the users. To configure testusersimple: Navigate to the Users tab in the PaperCut admin interface. 2. Select the testusersimple user. 3. Set the user's balance to $50.00 and verify the account is set to Restricted . 4. Verify that this user is set to Automatically charge to personal account under Account selection options. Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. 10 0f 35PaperCut ~ HP FutureSmart Embedded Manual 2orsor22 5. Press OKjto save. To configure testuseradvanced: 1. Navigate to the Users tab in the PaperCut admin interface. 2. Select the testuseradvanced user. 3. Change the Account Selection option to Standard account selection popup and enable all the account selection options. ‘ecount Selection apse aet cece acne Cura ndaa xia DD (Be meeng gure tru te esteem LE preenpenneetnn tent 1 swum nes et a od evn edits vn 4. Press OK|to save. Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. 11 of 35aperOut ~ HP FutureSmart Embedded Manu 2orsor22 3.2 Scenario 1: Standard copying Standard copying involves monitoring/charging printing to a user's personal account. This is most commonly used for student printing or basic staff monitoring. Users can also be configured for unrestricted printing, which is commonly used for staff/employees. At the photocopier device: Press Sign In}. Enter the testusersimpe username and password and press OK}. Press OK| if you see the optional confirmation / “Access Approved’ screen. At this point the copier will be enabled for use. Any copying/scanning/faxing performed will be charged to the logged in user. 5. Once completed, press Sign Out! to return to the front screen. eps Back in PaperCut verify that the activity was recorded and the user's account deducted. 1. Log into PaperCut admin interface. 2. Select the device from the Devices tab. 3. Select the Job Log tab. This will ist all recent copying activity on the copier. The copying just performed as the test user should be listed. Verify the details of the copy job that was just performed. ‘Usage Date y veer ‘Gharoed To Pages Cost Document Mame | Attribs. 130.0 forse mz tues tac ean 20 torre see 4. Click on the user’s name in the user column to view the user's account details 5. Select the Job Log tab to display all printicopy activity for the user. 6. Select the Transaction History tab and verify that the cost of the photocopying was deducted from the user's account. Transaction date y Transacted by | Amount __falnce after ‘Ae 16,2008 3:05:40 Pm (ten) $020 ED ‘Aor 16, 2008 3:06:15 9 aire ‘020 350.00 Copyright © 2012:2015 PaperCut Sot Intornational Py. Lic, All Rights Reserved. 120135ut ~ HP FutureSmart Embedded Manual 2orsor22 3.3. Scenario 2: Copying with account selection Copying can be allocated to shared accounts that represent departments, projects or cost centers. This is commonly used by staff in academic organizations to allocate printing to departments. First some test accounts should be created: Log into the PaperCut admin interface. Navigate to the Accounts tab. Solect the Create a new account... action link on the left. Enter an account name Test Account 1 Press Apply} Select the Security tab and allow all users to access the new account by adding the [ALL Users] group. Press OK\. 8. Repeat the process to create another few accounts. omar ene s At the photocopier: Press Sign In}. Enter the testuseradvanced username and password and press OK, Press OK| if you see the optional confirmation / “Access Approved” screen. Open the Account Selection app on the home screen. ereone The Account Selection app will display a list of shared accounts along with options to search for an account by name or charge to an account by PIN. The options on this page will change depending on the user's account selection settings. Additionally, if the Make shared account PIN/code visible option is enabled in PaperCut, searching for an account by its code is also possible. 6. Select the account to allocate copying to. E.g. “Test Account 1” ‘Account Selection eae Search / Code My Personal Account Att Department English Department 7. Open the Copy app on the home screen and perform some test copying. Copyright © 2 aperCut Software International PY. Lid, All Rights Reserved. 130135aperOut ~ HP FutureSmart Embedded Manual 2orsor22 8. Once completed, press the home button in the top left to return to the home screen then press Sign Out! Back in the PaperCut admit user's account deducted terface verify that the copier activity was recorded and the . Navigate tothe Devices tab in the PaperCut admin interface. Select the HP MFP being used for testing from the list. Select the Job Log tab. This will ist all recent copying activity on the copier. The copying just performed as the test user should be listed. . Verify the details of the job (i.e. that the job was charged to the selected account) In the log details, click on the Charged To account name to view the account's details Selecting the Job Log tab will display all printicopy activity for the account, and will show the test photocopying that was performed. en os 2 Copyright © 2012-2015 PaporCut Software International Py. Li, All Rights Reserved: 140135Papercut 3. HP FutureSman Embedded Manual 2orsor2 4 Scenario 3: Print release The embedded application may also be used for print release. For full description of PaperCut hoid/release queues and release stations, please read the PaperCut manual. Skip this scenario if hold/release queues will not be used at your site. To perform print release testing, a hold/release queue must be enabled 1 2. 3. The ph Navigate to the Printers tab in the PaperCut admin interface.. Select the print queue (not the device) for the HP MFP being used for testing. Enable the Hold/release queue option. © ale ote ete Press Apply] to save the changes. All printing to this queue will now be held until released by a user. jotocopier device must also be enabled as a “Print Release Station”: 1. Navigate to the Devices tab in the PaperCut admin interface. Select the HP MFP being used for testing from the list. Under External Device Settings > Device function , enable the print release option. Under the Displays jobs for release from the selected queues option, select the print queue that was enabled for hold/release above. Press OK| to ‘save the changes. In the External Device List the device is now listed as having the Print Rel Log into a workstation as testusersimple. Print a few jobs to the print queue that was configured above. The jobs will be held in the hold/release queue. Confirm that the jobs are held by checking that the jobs are listed in the Printers > ise function. Jobs Pending Release page of the PaperCut admin interface and that the username displayed on this page is testusersimple. At the photocopier device: eps Copyright Press Sign In}. Enler the testusersimple username and password and press OK Press OK| if you see the optional confirmation / “Access Approved" screen. Select the Print Release app from home screen. PaporCut Software International Py. Li, All Rights Reserved:‘Smart Embedded Manu 2orsor22 5. The list of held print jobs is displayed. iad VY, Microsolt Outlook - Email J) Microsot Word - Document Cale ert 6. Try releasing a single job by pressing the “if icon next to a print job then pressing Print| on the dialog that appears. 7. The job will then print. 8. Try canceling a single job by pressing the “i icon next to a print job then pressing Delete] on the dialog that appears. 9. The job will be canceled, and will not print. Copyright © 2 5 PaperCut Software International Py. Lid, All Rights Reserved. 160135PaperCut ~ HP FutureSmart Embedded Manu 2015.01.22 4 Configuration After completing the Installation section and registering the device with PaperCut it will have been configured with reasonable default settings that are suitable for most environments. This section covers how to change the default settings. All the following settings are available via the device's Summary tab in the PaperCut admin interface. 4.1 Device Function The device function settings define which functions will be available on the device and how it will be used. Not all function settings are supported on all devices. Device function (e.. copy, print release, etc) © Track & contol copying Page cost ‘$0.10 (site) 5 Track & contol seanning 1 Track & conta faxing 1 Enable pant release Device Function Description Track & control copying | The device will track walk-up off-the-glass copying and on-device printing. Track & control scanning | The device will track scanning such as scan-to-email or scan-to- file Track & control faxing _| The device will track the sending of faxes. Enable print release ‘The device will act as a print release station. Copyright © 2012 1015 PaperCut Software International Py. Li, All Rights Reserved, 17 0f 54.2 Device Options 4.2.1 Confirmation Screen The confirmation screen is the screen displayed after authentication. It includes the default account to be charged (the personal account, if account selection is not enabled), and the account balance (if the account is restricted). [0] This screen can be disabled by unchecking the option Show account confirmation under Device Options Device Options (7) show account confirmation When the confirmation screen is disabled the user is taken directly from authentication to the device's home screen. Copyright © 2 perCut Software International Ply. Lid, Al Rights Reserved. 18 0f 35PaperOut ~ HP FutureSmart Embedded Mi 2orsor2 4.3 Authentication Methods PaperCut supports a number of different ways to authenticate users who walk-up to devices to perform copying. The default authentication method is username and password authentication. ‘The available authentication methods can be modified at External Device Settings -> Authentication methods . [Authentication methods © username and password entey number © swoe card Requte PIN (Not supported by ths devce type) Enable sef-assocaton wth exsting user accounts Authentication methods available for a device Authentication Method Description Username and password Identity number The user may use their domain/network username and password to log into the device. ‘The user may log in by entering their id number. Swipe card ‘Swipe Card > Enable self- association with existing user accounts The user may log in by presenting a card (e.g. magnetic strip, smart card, RFID). See the PaperCut user manual for information about user card numbers, including importing card numbers from an external source. Hfenabled, when a card number is swiped that is unknown to PaperCut the user will be prompted to associate their card with their user account. To do this, the user must enter their existing username and password. Afterwards, the user may swipe their card to log in. Description of authentication methods Note that on HP FutureSmart devices only one of the Username and password and Identity number authentication options can be enabled at the same time. Copyright © 2012-2015 PaporCut Sol Intornational Py. Lic, All Rights Reserved. 190135PaperCut ~ HP Future Smart Embedded Mi 4.4 Shared Account Selection Shared account selection options at the device mirror the options presented in the PaperCut user client's account selections pop-up. The options available include: * Select from or search a list of shared accounts * Select or search by shared account code (if using visible shared account codes) * Select a shared account by PIN (if using hidden shared account PINs) + Auto-charge to a single shared account (no selection required) The options available to each user, as well as account security access, will mirror the same options available when the user prints. “Select from list” or “Select using PIN/Code" are both controlled at the user level via the User Details page under “Account Selection" when showing the ‘standard account selection popup”. The Security tab on each account controls account security/access. (On HP FutureSmart devices, the Default shared account option takes effect by displaying at the top of the list of shared accounts. 4.5 Email Configuration PaperCut can provide HP FutureSmart devices with user email addresses for use with the "Send to E-mail” functionality. PaperCut will provide a device with a user's email address at login whenever it is available (see System Notifications and Emailing in the PaperCut manual). To control how the device makes use of the user's email address, log into the device's EWS and navigate to Scan/Digital Send > E-mail Setup > Address and Message Field Control . Settings include: ‘+ Setting the default From address to the user's email or to a fixed address. veer sate ‘+ Setting the default To address to the user's email or to a fixed address. AEE user este © Controlling whether or not the user can edit the email addresses, and if they can edit then whether or not they need to be present in the device's address book frst. + Various other email settings. Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. 2003sPaperCut ~ HP Future Smart Embedded Mi 5 Advanced Configuration 5.1 Config Editor The common configuration options for a device in the PaperCut administration interface are available on the device's ‘Summary’ tab, and are discussed in more detail in the Configuration section. This section covers the more advanced or less common configuration options, which are available via the ‘Advanced Config’ tab in the device details screen. Config name Description ext-device.card-no-regex See section 5.4.2. ext-device.card-self- Select whether user self-association should occupy association.use-secondary- | the primary or secondary card number. It overrides card-number the global setting unless the keyword "GLOBAL" is specified. This is useful when there is a mix of different non-configurable card readers that read different numbers from an ID card. Set to "Y" to use the secondary card number, "N" to use the primary card number. Default: "GLOBAL" to defer to the global configuration option. ext-device.hp.locale-override | Used to override the language displayed on the device. This may be a 2-letter language code, e.g. “es” for Spanish, or both language and region, e.g. “es_ES" for Spanish in Spain. ext- The HP device sends SOAP messages to the device.hp.soap.inbound.use-_| PaperCut server over HTTPS/SSL by default. To ssl send messages over HTTP (unencrypted), set this option to "N", 5.2. Setting an Explicit PaperCut Server Network Address The device makes inbound network connections to the PaperCut server (for job event notifications) using a network address of the PaperCut server. By default PaperCut will use the server's IP address (if the server has multiple IPs, i.e. multi-homed, then PaperCut will select one of them), but on some networks this address may not be publicly accessible from other parts of the network. If the PaperCut server has a “public” IP address or DNS name then this can be used instead. To do this: ‘+ Navigate to the Options > Config editor (advanced) in the PaperCut admin interface. «Find the "system. network-address" setting + Enter the public network address for the PaperCut server. ‘+ Press Update] next to the setting and confirm the setting is updated. To have this change take effect immediately, restart the PaperCut application service (i.e. on Windows use Control Panel > Administrative Tools > Services ) Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. atotasaperOut ~ HP FutureSmart Embedded Manu 2orsor22 5.3. Session Inactivity Timeout Once a user has logged into an HP FutureSmart device they will be logged out automatically if they do not perform any activity for 60 seconds. This timeout value can be changed in the device's web admin at General > Control Panel Administration Menu > Administration > Display Settings > Inactivity Timeout (at the time of writing this setting cannot be controlled by PaperCut). Copyright © 2012:2015 PaperCut Sot Intornational Py. Lic, All Rights Reserved. 220135PaperCut ~ HP Future Smart Embedded Mi 5.4 Configuring Card Readers for Authentication Authentication cards contain numbers which are used to identify users according to the card number configured in PaperCut ( Card/identity Number on the User Details page for a user). Some readers report information in addition to the number encoded on the card, such as checksums. PaperCut can treat these cases in two ways: 5.4.1 Card Number Needs No Conversion «Atypical case is the checksum being reported after the card number, separated by an equals sign, such as in 5235092385=8, PaperCut can handle this case by default; it will extract the number before the equal sign as the card number: 5235092385. 5.4.2 Regular Expression Filters «For some cases, a “regular expression” may be required that will filter the card number from the complete string of characters reported by the card reader. Documentation on regular expressions can be found on the Internet, e.g. at www.regular-expressions.info. ‘© The regular expression must be fashioned so that the card number is returned as the first match group. ‘© Usually one regular expression will be used for all the devices managed by PaperCut; this must be entered at Options > Actions Config editor (advanced) using the key “ext-device.card-no-regex’. © The global setting however can be overridden on a per-device basis: The key “ext-device.card-no-regex' can also be found on the Advanced Contig of the device. This setting will override the global setting unless the keyword “c10BAL" is used. ‘© PaperCut support will gladly assist in producing a regular expression when supplied with a few sample outputs from your card reader. Please contact PaperCut support. ‘© Ifyou would like to write your own regular expressions, here are some examples: * Use the first 10 characters (any character): (. (10) + Use the first 19 digits: (\a{19}) * Extract the digits from between the two “=" characters in "123453=292929-1221" \d*=(\d*) =\d* 5.4.3 Card Number Format Converters In addition to extracting parts of the card numbers using regular expressions, converting numbers from one format to another is a common requirement. For example a card reader may report in hexadecimal format, while the number stored in the source (e.g. Active rectory) is in a decimal format. PaperCut includes a number of inbuilt converters to assist here. Note: Many card readers are configurable - the number format can be changed at the hardware level via utility or configuration tools. PaperCut's software-level converters are Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. 230t3sPaperCut ~ HP Future Smart Embedded Mi there to support card readers that don't offer this level of configuration, or where a global software-level conversion is a better choice. For example it may be quicker to do the conversion in PaperCut rather than manually reprogram 100+ readers! Like regexes, the convertors may be defined on either a global (all devices) or on a per- device basis. To set globally: + Options > Actions > Config editor (advanced) « Search for “ext-device.card-no-converter” + Enter the name of the required converter (see table below) and click Update| To set at the device level: + Devices -> [select device] -> Advanced Config Editor + Search for “ext-device.card-no-convertez” * Enter the name of the required converter (see table below) and click Update| 5.4.4 Standard Converters Convertor Description hex2dec Convert a hexadecimal (base 16) encoded card number to decimal format. Hexadecimal numbers usually contain 0-9 and A-F. This will convert “94685D28" to "2490285352". dec2hex Convert a decimal encoded card number to hexadecimal format. This will convert "2490285352" to "946EBD28", ascii-enc Unpack an ASCII encoded card number string. E.g. given the number “3934364542443238", the ASCII code “39” is converted to 9, °34"-> 4, "45" -> 8, with the entire number resulting in “946n5028" javascript: | Advanced: Define a custom conversion function in JavaScript (see below) Itis possible to chain or pipeline converters by delimiting with a pipe (I). For example, enc | hex2dec will first unpack the encoded ASCII number then convert it toa jot sure which converter to use? Often trial and error is a good approach. After presenting a card, the number will appear in an application log message (the App. Log tab) with conversions applied (assuming the card is unknown to the system). Try different converters and inspect the resulting numbers in the application log. 5.4.5 Using custom JavaScript If the inbuilt converter functions are unable to meet the requirements, itis possible to define your own function using JavaScript. This is an advanced exercise and it is expected that Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. 2hotasaperOut ~ HP FutureSmart Embedded Manual 2orsor22 any implementer be familiar with programming and JavaScript. To implement your own converter: 1, Create a file text file [install-path] /server/custom/card. js 2. Define a single JavaScript function in this file called “convert”. It should accept and return a single string. Here is a trivial example: function convert (cardNumber) { return cardNumber. substring (3,10) .toLowerCase () 7 ) 3. Enter a converter in the form: javascript :custom/card.js Tip: Check the file [install-path] /sezver/log/sezver.1og when testing. Any scripting errors will be displayed as warning messages in the log. Tip: A JavaScript script may also be included in the pipeline. For example *ascii-enc|hex2dec| javascript: custom/card. js". 5.4.6 Other advanced notes + If both a regular expression and a converter are defined, the regular expression is applied first. This means a regular expression can be used to clean up the input (e.g. remove checksum or delimiters) before passing to a converter. + In some special situations a custom JavaScript implementation may not be enough. For example there may be a requirement to use a 3rd party system to decrypt the number. PaperCut includes an advanced plug-in architecture that the PaperCut Software development team uses to implement these advanced converters. Please contact support to discuss development options and costs. 5.4.7, Scan to Folder with Single Sign On Itis possible to configure the HP FutureSmart device to connect to a UNC path with a specific username and password to enable Scan-To-Folder or Scan-To-Home. This does require that a “service account’ is created in your network that has the ability to write to the folder you will specify later. This account should have a very secure password and is not in common use across your environment. It is also advised that this account is restricted from accessing services other than writing to the specified UNC path(s) below. 1. Using a web browser, navigate to the HP device's web admin, e.g. httpy/statf- room-hp/ and click Sign In in the top-right corner of the page and sign in as a device administrator. 2. Navigate to Scan/Digital Send -> Save to Network Folder Setup 3. Click Add] under Quick Sets 4. Use a meaningful Quick Set Title such as Colour PDF , a descriptive Quick Set Description and select the Button Location most appropriate for your organization and click Next). Copyright © 2012-2015 PaporCut Software International Py. Li, All Rights Reserved: 260135aperOut ~ HP FutureSmart Embedded Manu 2orsor22 Quick Set Wizard vik Set Description: @ Ene apicinn, hn wer proses Sie ‘Start stant pon secon a 5. Select Save to shared folders or FTP folders and click Add]. 6. On the Quick Set Wizard page enter a valid UNC path which is available to the service account you have previous created. A feature here is you can configure a Custom Subfolder that includes the logged in username. This would mean the service account needs write permission to this location. You can use the Update Preview| button to confirm what the full path will consist of. Make sure to remove any double slashes. You may want to designate a sub-folder in each user's home directory as the destination. This will need to be pre-created. Select Always use these credentials and input the Windows Domain, Username and Password of the service account and click Verify Access] to confirm everything is working as expected. 7. Click OK). Quick Set Wizard hme errors ‘ASECURTY LSERIALEocie [Oe a oo 8. Select Next Copyright © 2 15 PaperCut Software International Ply. Lid, All Rights Reserved. 2eot3sPaperCut ~ HP Future Smart Embedded Mi 9. Configure the Notification Settings as desired. Note: The Notification E-mail Address cannot be left blank, however if the E-mail address of the User is known to PaperCut it will be used instead of the address filled used here. Click Next}. 10. On the Scan Settings page set the default scanning options as desired. Click Next} 11. On the File Settings page set the desired default settings. Click Next 12. Confirm the settings on the Summary page and click Finish]. 6 Known Limitations and Security 6.1 Usability and User Interface Limitations The HP FutureSmart SDK provides limited ability to customize screens during the device login process and workflow. The login screens are of a fixed design and little can be done to visually enhance them. To provide a richer experience for account selection and print release PaperCut uses the device’s web browser via a button on the home. This means that ‘the user is not prompted to perform account selection or print release during login. This is a post-login step. 6.2 Zero-stop When Copying Ideally PaperCut would be able to control exactly how many pages a user can copy and always prevent the user from overdrawing their account. The HP FutureSmart SDK (as of October 2012) offers the ability to limit page counts but copying does not stop immediately when limits are reached. A delay at this point means that users may overrun their account below zero by about 8 sheets (8 pages single-sided, 16 pages double-sided). This time delay to stop has been raised with HP and any changes will be updated here. If you are interested in seeing a “strict zero stop” mode added where users are unable to start any job if they do not have enough credit to print at least 8 sheets of the largest supported paper size (i.e. removing any chance of an overrun), please contact support and reference internal dev ticket #3046. 6.3 Bypassing the System Itis important that the administrators take care to prevent users from bypassing the system and directly accessing the copier. Likewise it's also important that administrators know how to bypass/disable the system if direct copier access is required — say to change advanced system settings. Administrators should take the following precautions: + The copier’s built in admin password should be changed and always kept secure. See section “7.1: Temporarily Disable PaperCut” to see how an administrator can ‘temporarily bypass PaperCut. Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. a7 otsPaperOut ~ HP FutureSmart Embedded Manu 2orsor2 7 Uninstalling PaperCut from the Device 7.1 Temporarily Disable PaperCut In order to stop the HP MFP from trying to authenticate with PaperCut and to allow free copying on the device, the following procedure can be followed: 1. Log into the HP FutureSmart device's web admin using the administration credentials 2. Navigate to Security > Access Control . 3. Click the checkbox below the Device Guest column header. This should result in all the locks in that column changing to ticks. This means that users who are not logged in can access any device function, and the default screen will become the home screen (i.e. not the “welcome” sign-in screen). 4. Click Apply] to save the settings. 5. Navigate to General > Quota and Statistics Services . 6. Uncheck the option Connect this device to a Quota Server. This will disable ‘tracking and limiting of copy/scan/fax jobs at this device. 7. Click Apply] to save the settings. ‘The device can be re-enabled by reversing the process (icons in the Device Guest column should appear as locks, Quota Server option should be enabled). 7.2 Full Uninstall 1. Log into the HP FutureSmart device's web admin and navigate to General > Solution Installer . 2. Select the PaperCut row and click Remove...| |_| tame | VB Papercut BD A note a. 3. The device will reboot to complete the uninstallation. Copyright © 1015 PaperCut Software International Py. Li, All Rights Reserved, 2eot35aperOut ~ HP FutureSmart Embedded Manu 2orsor22 8 FAQ & Troubleshooting 8.1 The Devices tab is not present If the Devices tab is not visible in the PaperCut admin interface next to the Printers tab then External Hardware Integration might be disabled. To enable External Hardware Integration: 1. Using a web browser, log into the PaperCut administration interface (e.9. http: //papercut-server:9191/admin). 2. Navigate to Options > Advanced and ensure the option Enable external hardware integration is enabled. 3. Click Apply| 8.2 Auser has overrun their quota during a copy job. Why didn’t it stop them earlier? Device limitations mean that copy jobs can overrun their quota by up to 8 sheets. 8.3 The device displays the home screen when nobody is logged. in (and the Sign Out button says Sign In) This is a device feature called “lazy authentication’. If the Guest user profile on the device has access to any device function, the home screen (with the app icons) will become the default screen instead of the Sign In screen. PaperCut will attempt to lock down access to all device functions when the embedded app is installed, but itis possible (e.g. by an administrator manually changing settings) to go back into lazy authentication mode. Note that to allow color printing the “Print in Color’ option must be allowed for guest users, and doing this will enable lazy authentication. To disable lazy authentication and display the Sign In screen by default: 1. Log into the HP FutureSmart device's web admin using the administration credentials 2. Navigate to Security > Access Control . 3. Click the checkbox below the Device Guest column header unti all icons in that column change to locks. Ot Copyright © 2012 1015 PaperCut Software International Py. Li, All Rights Reserved, 2901saperOut ~ HP FutureSmart Embedded Manu 2orsor22 4. Click Apply] to save the settings. 8.4 Whatis the IP address of my PaperCut Server? Use the operating system's commanc-line tools such as ipconfig or ifconfig to determine this. 8.5 Ihave thousands of accounts representing my clients. Will the system handle this? Yes, we have designed the system to handle thousands of shared accounts. 8.6 Ihave configured color copying restrictions in PaperCut, but all users are still able to copy in color. Why? Make sure the steps from section 2.2.4 Configure Device Access Control have been followed. 8.7 When I click the Print Release button I receive a OXPd Application Error (OXPd Application Enae Spi ones rh vomentpmasenanntonnrebsee This is caused by a security function on the copier itself called “CORS". You can configure this via Security > Web Service Security . You can either disable this functionality or add the IP address subnet of the PaperCut Application Server to the “Trusted Sites". Make sure to click Apply| when finished. 9 Appendix A: Supported Authentication Card Readers HP FutureSmart devices should support any card reader supporting the USB HID protocol. The following table lists card readers that are known to work with HP FutureSmart devices. It in doubt, perform a test with a single card reader of the model in question before purchasing in bulk. Card Reader Type (USB) Elatec TWN3 HID Prox Elatec TWN3 ICLASS Elatec TWN3 MIFARE Magtek magstripe Copyright © 2012:2015 PaperCut Sot Intornational Py. Lic, All Rights Reserved. a00t35aperOut ~ HP FutureSmart Embedded Manual 2orsor22 RFiDeas iCLASS RFIDeas magstripe HP Common Card Reader (CCR) Copyright © 2012. 15 PaperCut Software International Pl. Lid, All Rights Reserved. stotsPaperCut ~ HP FutureSmart Embedded Manual 2orso1-22 10 Appendix B: Device screenshots for user documentation This section contains some screenshots that may be used for end-user documentation. Welcome / signin (default) screen: Confirmation screen showing personal account and balance (optional screen): Copyright © 21 aperCut Software International Pl. Lid, All Rights Reserved. 22 0f 35©) Print | Detete Releasing a single job (after clicking an * I" icon): CO Print Job Print release screen when there are no jobs awaiting release: er Copyright © 2 PaperCut Software International Py. Lid, A Rights Reserved. 33 of 95Shared account search / selection screen. eet erred ad Search / Code My Personal Account Att Department English Department reer ry User card associatior Log in reer] Copyright © 2 PaporCut Software International Py. Li, All Rights Reserved:PagerCut ~ HP FutureSman Embedded Manu porsor22 Copyright © 2012:2015 PaperCut Software International Py. Lid, All Rights Reserved. 36 of 25