Chapter 2. Installation

Table of Contents

Installation on Windows
Step 1 - System Requirements & Network Setup
Step 2 - Print queue configuration
Step 3 - Download and install
Step 4 - Configuration Wizard
Step 5 - Printer Configuration
Step 6 - Sharing Client Software
Step 7 - Client Software Deployment (Optional)
Step 8 - Testing
What next?
Installation on Apple Mac
Step 1 - System Requirements
Step 2 - Print Queue Setup
Step 3 - Download and install
Step 4 - Configuration Wizard
Step 5 - Printer Configuration
Step 6 - Sharing Client Software
Step 7 - Testing
Step 8 - Deployment for a Professional (Client Billing) Installation
What next?
Installation on Novell OES Linux (iPrint)
Step 1 - System Requirements & Printer Setup
Step 2 - Create the host user account and firewall settings
Step 3 - Download and installing
Step 4 - Configuration Wizard
Step 5 - Printer/iPrint Configuration
Step 6 - Sharing Client Software
Step 7 - Testing
Step 8 - Deployment for a Professional (Client Billing) Installation
What next?
Installation on Linux (CUPS and/or Samba)
Step 1 - System Requirements
Step 2 - Create the host user account and firewall settings
Step 3 - Download and installing
Step 4 - Configuration Wizard
Step 5 - Printer Configuration
Step 6 - Sharing Client Software
Step 7 - Testing
Step 8 - Deployment for a Professional (Client Billing) Installation
What next?
Testing the Installation
Testing for an Education or Small/Medium Enterprise Installation:
Testing for a Professional (Client Billing) Installation:

This chapter covers the initial installation and configuration of PaperCut NG in your network environment. Initial installation takes only a few minutes on a currently configured server. This guide will walk you through installation and configuration step-by-step. The process is summarized below:

  1. System requirements check

  2. Downloading and installing PaperCut NG

  3. Completing the configuration wizard

  4. Testing client software

  5. Testing printing and remote access

PaperCut NG is a cross-platform solution and the installation procedure will vary depending on the target operating system(s). Please jump to the appropriate section below:

For additional information on setting up the optional Internet Control module see Chapter 15, Net Control in Detail.

Installation on Windows

Important

This guide assumes that you are using Windows Server 2003. The process is similar for other Windows operating systems such as XP, Server 2008 or Vista.

If you're upgrading from a previous PaperCut NG version, please refer to the directions outlined in Appendix F, Upgrading From a Previous Version.

Step 1 - System Requirements & Network Setup

Before installing PaperCut NG for either evaluation or production use, the system administrator should take a few minutes to verify system requirements.

  • Is the operating system version supported and patches up-to-date? Take a few minutes to verify the system is current and supported (see the section called “System Requirements”).

  • In workgroup environments (i.e. where no domain is present), some additional configuration may be required. For more details see Chapter 27, Running in a Workgroup Environment.

  • Are printer(s) installed and hosted on this system? PaperCut NG needs to be installed on the system directly hosting the printer(s). The printer should be installed as a "Local Printer" with a connection method such as TCP/IP Port, LPR, or JetDirect or directly connected to the system via USB or LPT Port.

  • In a multi-user environment, printers are often shared with other network users. Other workstations should connect to these printers as "Network Printers". Ensure workstations are configured to print to the shared print queues. For example a Windows workstation may connect to a printer via a path like: \\[samba_server]\[printer].

  • Ensure that printers are configured correctly and work before installing PaperCut NG.

Network printer configuration

Figure 2.1. Network printer configuration

Important

If you are running the PaperCut NG server on Windows XP (Professional) you must disable "Simple file sharing". For more information please see Appendix B, Troubleshooting & Technical FAQ's.

If you are running a Windows workgroup network or using Windows XP/Vista Home workstations, please see Chapter 27, Running in a Workgroup Environment.

Step 2 - Print queue configuration

When using release stations or account selection popups it is recommended to secure the print queue so that users do not have permission to pause/resume documents in the queue. This allows PaperCut NG to have full control of documents without interference from users. To do this:

  1. Log onto the server hosting the printers as an Administrator.

  2. Open the printer configuration screen: StartPrinters

  3. Right-click a printer and select Properties.

  4. Select the Security tab.

  5. Select the CREATOR OWNER user and uncheck the Manage Documents permission. See Figure 2.2, “Configuring Windows print queue permissions”

  6. Press the OK button.

  7. Perform these steps for each of the monitored printers.

    Configuring Windows print queue permissions

    Figure 2.2. Configuring Windows print queue permissions

Windows Server 2008 R2 only

Windows Server 2008 R2 installations may experience an issue where print jobs are not removed from the print queue when completed. These jobs stay in the queue with a status of 'Sent to Printer'. To work around this you will need to configure the Printer Driver Isolation so that jobs are removed from the queue when completed.

  1. Log onto the server hosting the printers as an Administrator.

  2. Using the Server Manager, navigate to the Print Management Console: Server ManagerRolesPrint and Document ServicesPrint ManagementPrint ServersPrintServerNameDrivers

  3. Right-click a printer driver and select Set Driver IsolationNone.

  4. Perform these steps for each of the monitored printers drivers.

Step 3 - Download and install

PaperCut NG is supplied as a standard Windows setup.exe install program. The latest version may be downloaded from http://www.papercut.com/. After the download is complete, run the setup wizard as an administrator level user. A system restart is usually not required but administrators are advised to perform installation on live production systems during periods of low activity - for example, not during backup operations or other administration activities.

Setup wizard

Figure 2.3. Setup wizard

Select the "standard install" option and install PaperCut NG onto a hard drive with adequate free disk space. The default options will suffice for most systems.

Step 4 - Configuration Wizard

After installation, the install will open a web browser window. The configuration stages are explained below:

Administrator Password

This is the master password for the main in-built admin account. This password is independent of the operating system or domain passwords. Keep knowledge of this password secure! This screen also sets the system's physical location. Ensure the location and language setting are correct.

PaperCut NG Configuration wizard

Figure 2.4. PaperCut NG Configuration wizard

Tip

Treat this password like your router/modem management passwords. It is independent of your domain accounts and needs to be kept secure.

Organization Type

This is the organization type which matches the organizational environment where PaperCut NG will be used. Choosing the appropriate organization type will determine which system defaults are used on setup. For example, in a Professional (Client Billing) organization, where it is useful to charge-back printing to customers, an advanced client popup is provided with additional features useful for dealing with large numbers of client (shared) accounts. These default settings chosen for an organization type can be changed after installation.

Default Print Cost

This is the default cost-per-page assigned to the printers. This setting can be changed on a per-printer basis after installation. Choosing a sensible cost now will help minimize future setup. For example in the USA, a value of $0.05 would be appropriate for many standard black & white printers.

Initial User Credit (for education sites)

In Education users can be assigned an initial starting credit. This ensures they have funds in their account as soon as the system is enabled. An option also exists to control what happens when users run out of credit/quota. If you are evaluating PaperCut NG it might be appropriate not to disable printing when a users funds run out. This way you can be assured that user printing is not disrupted during the evaluation. These settings may be changed after setup.

User/group synchronization

PaperCut NG extracts user information out of the System or Domain. The options presented here will vary depending on the Operating System and its environment. During evaluation, most sites will opt to import all users from the system/domain into PaperCut NG. An option also exists to import a subset of users from a given group. This option is pertinent when it is known that only a subset of users will only ever use the printers.

User sync configuration wizard page

Figure 2.5. User sync configuration wizard page

Options on Microsoft Windows include Windows Standard, Active Directory, or LDAP. In a domain enviroment, Active Directory is the default option as this offers access to Organization Units, Nested Groups and other AD features.

Use the Test Settings to test and confirm your settings before continuing.

Client Settings in Professional (Client Billing) installations

In a Professional (Client Billing) environment, the main focus is on allowing users to allocate print jobs to client (shared) accounts. The process works by:

  • Pausing all jobs that enter the print queues.

  • Displaying a popup on the user's workstation asking them to allocate the print job to an account. This is done by selecting the account from a list.

  • After the user has responded to the popup, the job is released to the printer.

You can read more about the account selection process and shared accounts at Chapter 8, Shared Accounts.

The account selection popup option is enabled at the user level. Once the option is enabled, the user must run the client software. If the client software is not running, the popup cannot display, and the job will remain paused in the print queue. This option is hence considered high impact. You are presented with two strategies that allow you to choose the implementation approach that best suits your needs:

Minimal impact (Initial single user testing)

In this strategy the account popup is only initially enabled on a single user for testing. You need to nominate the testing account. You may already have an appropriate test user account on your system/domain or alternatively selecting your own personal account is a good choice. The name should be in the format used to log into the domain/system (usually the short form).

The minimal impact strategy will give you time to test the popup with the nominated test user Then the Advanced account selection popup option can be enabled for other users when appropriate.

Immediate implementation (Enable for all users)

This strategy enables the account selection popup on all users. This option is good for smaller networks as it minimizes the amount of post-install configuration - just deploy the client and your up! If this option is selected you should be in a position to install the client software on user desktops as soon as possible.

If in doubt, select the minimal impact strategy. This will ensure the impact is isolated to only the nominated test user.

Wizard Completion

After completing the configuration wizard you will be presented with a user synchronization status screen and an option to Login. Take some time to log in and browse the interface. There are many options and now is a good time to have a look at some of the key areas of the application. Take some time to explore!

Step 5 - Printer Configuration

The printers should be automatically detected, and listed under the Printers section. If the printers do not display, try printing a document as the first job will trigger registration.

Step 6 - Sharing Client Software

The PaperCut NG client software is located in the directory [app-path]/client. This software needs to be shared over the network so workstations can access/install the client application. The directory is automatically shared in read-only form as PCClient as part of the install process. Confirm that you can access the client software via the network by browsing to \\server\PCClient.

Step 7 - Client Software Deployment (Optional)

The PaperCut client software may now be deployed if required. The client software is not required for basic print tracking and reporting. Some features the client software provides include:

  • Displays notification messages, such as why a print job was denied.

  • Displays print policy popups, such as to encourage duplex printing.

  • Displays popups for shared account allocation/charging (department accounts, client billing).

  • Allow the user to confirm the details and/or cost of their print job before printing.

  • Shows the user their current balance (useful in schools where print quotas are used).

  • Can be used for authentication when printing from public terminals or other unauthenticated systems.

For a professional (client billing) installation the client software is required so that users can allocate print jobs to client (shared) accounts via a popup. It is recommended to follow the steps in the section called “User Client Deployment” for best practice client deployment methods. After the client software is deployed you may then enable the account selection popup for all users as discussed in the section called “Enabling the Advanced Account Selection Popup For All Users”.

For other installation types the client software is optional. If you choose not to deploy the client software you may still choose to deploy it in the future.

For more details about the client software see the section called “User Client”. For details about deploying the client software see the section called “User Client Deployment”.

Step 8 - Testing

It is now time to test the system, please see the section called “Testing the Installation”.

What next?

This concludes the Install Guide. You may like to take some time to explore the features of PaperCut NG before continuing reading at Chapter 3, Implementation by Example or Chapter 4, Quick Tour. Business users may be particularly interested in trying the popup client software as covered in the section called “Client Software”. If desired, the client software should also be deployed to other workstations. This procedure is detailed in the section called “User Client”.

To set up the optional Internet Control module, see the instructions in Chapter 15, Net Control in Detail.