User's Guide

MarkVision Professional 11.2.1

User's Guide

Edition notice

October 2009

The following paragraph does not apply to any country where such provisions are inconsistent with local law: THIS PUBLICATION IS PROVIDED

“AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF

MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain

transactions; therefore, this statement may not apply to you.

This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these

changes will be incorporated in later editions. Improvements or changes in the products or the programs described may be made at any time.

UNITED STATES GOVERNMENT RIGHTS

This software and any accompanying documentation provided under this agreement are commercial computer software and documentation

developed exclusively at private expense.

Contents

Edition notice......................................................................................2

Introducing MarkVision Professional...........................................13

What is MarkVision Professional?..................................................................................................................................13

What can MarkVision Professional do?........................................................................................................................13

What's new in MarkVision Professional 11.2.1?........................................................................................................13

Understanding MarkVision components....................................................................................................................14

Understanding MarkVision terminology................................................................................................................................ 14

MarkVision Client ........................................................................................................................................................................... 14

MarkVision Messenger.................................................................................................................................................................. 15

MarkVision Web Server................................................................................................................................................................. 15

MarkVision Server ........................................................................................................................................................................... 15

Understanding system requirements..........................................16

Computer RAM and processor requirements...........................................................................................................16

MarkVision Client requirements.....................................................................................................................................16

MarkVision Server requirements....................................................................................................................................16

Supported operating systems........................................................................................................................................16

Supported Web browsers ................................................................................................................................................17

Java Virtual Machine recommendations.....................................................................................................................17

Increasing RAM available to the MVP Client..............................................................................................................18

Increasing RAM available to the MVP Server.............................................................................................................19

Installing MarkVision Professional................................................21

Before installing...................................................................................................................................................................21

Minimizing network traffic .......................................................................................................................................................... 21

Selecting installation components........................................................................................................................................... 21

Downloading MarkVision Professional................................................................................................................................... 22

Installing MarkVision Professional.................................................................................................................................22

Installing for Windows .................................................................................................................................................................. 22

Installing for Mac............................................................................................................................................................................. 22

Installing for HP-UX........................................................................................................................................................................ 23

Installing for IBM AIX ..................................................................................................................................................................... 24

Installing for Red Hat Enterprise and SUSE Linux Enterprise .......................................................................................... 24

Installing for Sun Solaris SPARC................................................................................................................................................. 25

Upgrading from a previous version of MVP.......................................................................................................................... 25

Importing and exporting MarkVision Server settings............................................................................................26

Contents

Moving the MarkVision Server........................................................................................................................................27

Starting and stopping MarkVision Server for Windows.................................................................................................... 27

Starting and stopping the MarkVision Server for Mac ...................................................................................................... 27

Starting and stopping MarkVision Server for UNIX ............................................................................................................ 27

Starting and stopping MarkVision Web service for UNIX................................................................................................. 27

Moving the MarkVision Server ................................................................................................................................................... 28

Using MarkVision Professional......................................................29

Getting started.....................................................................................................................................................................29

Starting the MarkVision Client Application in Windows .................................................................................................. 29

Starting the MarkVision Client Application in Mac OS X .................................................................................................. 29

Starting the MarkVision Client Application in UNIX or Linux.......................................................................................... 29

Accessing the MarkVision Web Client .................................................................................................................................... 30

Selecting a server............................................................................................................................................................................ 30

Using the MarkVision Setup wizard ......................................................................................................................................... 30

Understanding Home screen navigation....................................................................................................................31

Navigating from the Home screen ........................................................................................................................................... 31

Using the All Tasks list................................................................................................................................................................... 32

Results area ....................................................................................................................................................................................... 39

Using Quick Find ............................................................................................................................................................................. 39

Using the Folders tab .................................................................................................................................................................... 40

Accessibility ...................................................................................................................................................................................... 40

Multi-select........................................................................................................................................................................................ 40

Configuring MarkVision Professional...........................................41

Discovering devices............................................................................................................................................................41

Adding or removing devices ...................................................................................................................................................... 41

Creating discovery profiles.......................................................................................................................................................... 41

Discovering devices....................................................................................................................................................................... 41

Including and excluding devices .............................................................................................................................................. 42

Saving and loading include or exclude lists.......................................................................................................................... 42

Configuring advanced device discovery................................................................................................................................ 42

Importing and exporting discovery profiles ......................................................................................................................... 43

Scheduling device discovery ...................................................................................................................................................... 43

Naming devices............................................................................................................................................................................... 43

Adding devices ................................................................................................................................................................................ 44

Viewing device discovery results .............................................................................................................................................. 44

Removing devices from the server........................................................................................................................................... 44

Organizing devices with filters and folders................................................................................................................45

Creating folders............................................................................................................................................................................... 45

Using filters ....................................................................................................................................................................................... 46

Contents

Using security features in MarkVision Professional 11.2.1.......49

Overview.................................................................................................................................................................................49

Understanding the basics.................................................................................................................................................50

Authentication and Authorization ........................................................................................................................................... 50

Groups ................................................................................................................................................................................................ 50

Access Controls................................................................................................................................................................................ 51

Security Templates......................................................................................................................................................................... 51

Configuring building blocks............................................................................................................................................52

Creating or editing a device password (advanced)............................................................................................................ 52

Creating a PIN................................................................................................................................................................................... 52

Managing multiple PIN setups................................................................................................................................................... 53

Using internal accounts................................................................................................................................................................ 53

Using Kerberos authentication (advanced) .......................................................................................................................... 54

Configuring LDAP settings (advanced) .................................................................................................................................. 55

Configuring LDAP + GSSAPI settings ...................................................................................................................................... 58

Using NTLM authentication ........................................................................................................................................................ 60

Securing access....................................................................................................................................................................61

Using backup passwords ............................................................................................................................................................. 61

Setting login restrictions.............................................................................................................................................................. 61

Using a password or PIN to control function access.......................................................................................................... 62

Using a security template to control function access ....................................................................................................... 63

Scenarios.................................................................................................................................................................................64

Scenario: Printer in a public place............................................................................................................................................. 64

Scenario: Standalone or small office........................................................................................................................................ 65

Scenario: Network running Active Directory ........................................................................................................................ 66

Managing certificates and other settings...................................................................................................................68

Managing certificates.................................................................................................................................................................... 68

Installing CA Certificates for multiple devices...................................................................................................................... 69

Setting certificate defaults .......................................................................................................................................................... 70

Viewing basic certificate information...................................................................................................................................... 70

Signing certificates......................................................................................................................................................................... 71

Importing certificate stores (SSL) .............................................................................................................................................. 72

Entering a password to access a secured device ................................................................................................................ 72

Creating, editing, or deleting a device password (basic) ................................................................................................. 72

Adding a password to the device password list.................................................................................................................. 73

Editing a password from the device password list ............................................................................................................. 73

Deleting a password from the device password list .......................................................................................................... 73

Using a device policy to set device passwords .................................................................................................................... 74

Configuring advanced credentials ........................................................................................................................................... 74

Setting a communication password........................................................................................................................................ 75

Changing on-board security for a device............................................................................................................................... 75

Configuring menu lockout.......................................................................................................................................................... 76

Contents

Configuring confidential printing............................................................................................................................................. 76

Configuring security audit log settings .................................................................................................................................. 77

Configuring 802.1x authentication .......................................................................................................................................... 77

Setting up SNMP ............................................................................................................................................................................. 78

Creating accounts and groups.......................................................................................................................................79

Creating user accounts and groups ......................................................................................................................................... 79

Creating an administrator account .......................................................................................................................................... 79

Creating user accounts ................................................................................................................................................................. 80

Creating a user group.................................................................................................................................................................... 80

Editing an existing user account or group ............................................................................................................................ 80

Removing an existing user account or group ...................................................................................................................... 81

Assigning privileges....................................................................................................................................................................... 81

Configuring active session expiration..................................................................................................................................... 81

Configuring account password expiration............................................................................................................................ 82

Securing communication with the MarkVision Server...........................................................................................82

Using secure communication .................................................................................................................................................... 82

Using LDAP to authenticate user access ................................................................................................................................ 82

Setting server communication security.................................................................................................................................. 84

Setting the server communication security password ..................................................................................................... 85

Setting the server communication security level ............................................................................................................... 85

Selecting server-to-client security ............................................................................................................................................ 86

Disabling or securing remote management of a device.................................................................................................. 86

Synchronizing device communication passwords............................................................................................................. 88

Securing printer communication through lockdown ....................................................................................................... 88

Viewing encrypted hard disk drives......................................................................................................................................... 89

Managing devices.............................................................................90

Finding and organizing devices.....................................................................................................................................90

Finding devices................................................................................................................................................................................ 90

Creating folders and filters.......................................................................................................................................................... 91

Using filters to populate folders automatically ................................................................................................................... 91

Creating maps.................................................................................................................................................................................. 91

Creating custom views and tables................................................................................................................................92

Creating a custom view ................................................................................................................................................................ 92

Editing a custom view................................................................................................................................................................... 92

Creating a custom table ............................................................................................................................................................... 92

Viewing and editing a custom table ........................................................................................................................................ 93

Exporting a custom table............................................................................................................................................................. 93

Gathering information about printers and print jobs............................................................................................94

Collecting information about print jobs ................................................................................................................................ 94

Enabling Job Statistics .................................................................................................................................................................. 94

Collecting information about printers .................................................................................................................................... 95

Enabling Printer Inventory .......................................................................................................................................................... 95

Contents

Using the Remote Operator Panel on MFPs..............................................................................................................96

Accessing the Remote Operator Panel ................................................................................................................................... 96

Managing destinations......................................................................................................................................................97

Adding or editing destinations.................................................................................................................................................. 97

Creating or editing destinations for device policies .......................................................................................................... 98

Removing destinations................................................................................................................................................................. 98

Understanding device policies.......................................................................................................................................99

Using device policies ..................................................................................................................................................................... 99

Creating a device policy ............................................................................................................................................................... 99

Applying a device policy .............................................................................................................................................................. 99

Checking device policy conformance ...................................................................................................................................100

Scheduling device policies........................................................................................................................................................100

Downloading generic files.............................................................................................................................................100

Managing resources.........................................................................................................................................................101

Uploading resource files to MarkVision Server ..................................................................................................................101

Removing resource files from the MarkVision Server......................................................................................................101

Downloading resource files to selected devices ...............................................................................................................101

Installing and removing plug-ins............................................................................................................................................102

Managing bookmarks......................................................................................................................................................103

Using bookmarks ..........................................................................................................................................................................103

Creating bookmark folders .......................................................................................................................................................103

Creating a new bookmark .........................................................................................................................................................103

Saving bookmarks ........................................................................................................................................................................104

Loading existing bookmarks ....................................................................................................................................................104

Deleting bookmarks ....................................................................................................................................................................105

Changing bookmark folder properties.................................................................................................................................105

Wireless.................................................................................................................................................................................106

Supporting wireless print servers ...........................................................................................................................................106

Creating a WLAN device policy................................................................................................................................................106

Configuring wireless settings for multiple devices ..........................................................................................................107

Using print queues...........................................................................................................................................................107

Managing queues.........................................................................................................................................................................107

Configuring the MarkVision Server for Windows..............................................................................................................107

Creating print queues .................................................................................................................................................................108

Removing print queues..............................................................................................................................................................109

Windows XP administrator accounts without passwords .............................................................................................109

Configuring TCP/IP port access settings...................................................................................................................110

Formatting storage devices..........................................................................................................................................110

Upgrading print server firmware.................................................................................................................................110

Scheduling tasks................................................................................................................................................................111

Viewing diagnostic information for a device..........................................................................................................111

Checking printer status...................................................................................................................................................112

Contents

Viewing the Embedded Web Server for a device..................................................................................................112

Changing printer settings..............................................................................................................................................112

Monitoring printer supplies..........................................................................................................................................112

Setting color print permissions....................................................................................................................................113

Managing embedded solutions in MarkVision

Professional.....................................................................................114

Understanding embedded solutions and solution descriptors.......................................................................114

Viewing installed solutions............................................................................................................................................114

Installing embedded solutions....................................................................................................................................115

Step 1: Installing the solution descriptor .............................................................................................................................115

Step 2: Installing an embedded solution .............................................................................................................................116

Uninstalling Embedded Solutions..............................................................................................................................116

Step 1: Uninstalling an embedded solution .......................................................................................................................116

Step 2: Uninstalling the solution descriptor .......................................................................................................................116

Configuring the Embedded Solutions Framework...............................................................................................117

Configuring solutions......................................................................................................................................................118

Licensing embedded solutions....................................................................................................................................118

Installing or upgrading a license.............................................................................................................................................118

Obtaining host IDs........................................................................................................................................................................119

Starting a solution.............................................................................................................................................................119

Stopping a solution..........................................................................................................................................................119

Viewing embedded solutions features.....................................................................................................................120

Importing and exporting solutions............................................................................................................................120

Creating an embedded solution device policy......................................................................................................120

Filtering for devices that support embedded solutions.....................................................................................121

Using the Advanced filter to find devices that support embedded solutions...........................................121

Using custom tables with embedded solutions....................................................................................................121

Using MarkVision Messenger.......................................................123

What can MarkVision Messenger do?........................................................................................................................123

How are actions and events related?.........................................................................................................................123

Understanding events.....................................................................................................................................................123

Device Status Alert event type.................................................................................................................................................123

Printer folder alerts event type................................................................................................................................................123

Selecting devices to monitor....................................................................................................................................................124

Delaying event notifications.....................................................................................................................................................124

Creating an action in MarkVision Messenger.........................................................................................................124

Sending an SMTP e-mail.............................................................................................................................................................124

Contents

Setting up an SMTP mail server...............................................................................................................................................125

Executing a command line on a remote host server .......................................................................................................125

Setting up the Tivoli event adapter .......................................................................................................................................125

Triggering a command line with an action .........................................................................................................................126

Previewing the steps ...................................................................................................................................................................126

Step 1: Naming the action .........................................................................................................................................................126

Step 2: Setting user access ........................................................................................................................................................127

Step 3: Selecting the event type..............................................................................................................................................127

Step 4: Selecting the events that trigger the action ........................................................................................................127

Step 5: Choosing a method of device selection ................................................................................................................128

Step 6: Selecting a command...................................................................................................................................................128

Step 7: Composing a command ..............................................................................................................................................128

Step 8: Selecting a filter ..............................................................................................................................................................129

Step 9: Verifying action information ......................................................................................................................................130

Managing actions.............................................................................................................................................................130

Enabling an action........................................................................................................................................................................130

Disabling an action ......................................................................................................................................................................130

Modifying an action.....................................................................................................................................................................130

Deleting an action ........................................................................................................................................................................131

Viewing action information ......................................................................................................................................................131

Setting or changing user data..................................................................................................................................................131

Frequently created actions .......................................................................................................................................................132

Using filters with actions................................................................................................................................................134

Using simple filters.......................................................................................................................................................................134

Using the “Trigger on Active” filter.........................................................................................................................................134

Using the “Trigger on Either Active or Clear” filter ...........................................................................................................134

Using custom filters .....................................................................................................................................................................134

Troubleshooting.............................................................................136

Problems with user accounts and account groups..............................................................................................136

Did a message appear indicating an error reading accounts or passwords during log on?.............................136

User has forgotten their password.........................................................................................................................................137

Problems with network devices..................................................................................................................................137

MarkVision is unable to discover a network device or “Device not responding” appears.................................137

Printer information is incorrect................................................................................................................................................138

Printer icons do not appear ......................................................................................................................................................138

Printers are missing from folders ............................................................................................................................................139

“Error resetting device” message appears...........................................................................................................................139

Problems with MarkVision Web Client......................................................................................................................139

Why can't I access MarkVision Web Client in Windows Vista?......................................................................................139

Why does MarkVision Web Client crash when opened in Internet Explorer 6?.....................................................140

Problems with MarkVision Messenger......................................................................................................................140

MarkVision Messenger is not sending e-mail notifications...........................................................................................140

Contents

Why can't I access MarkVision Messenger? .........................................................................................................................140

MarkVision Messenger does not work with Apache installed......................................................................................141

Problems with actions.....................................................................................................................................................141

Cannot create a new action ......................................................................................................................................................141

An action is unavailable..............................................................................................................................................................141

Action does not work or produces unexpected results..................................................................................................141

Action list is empty.......................................................................................................................................................................141

No private actions listed.............................................................................................................................................................142

Miscellaneous problems.................................................................................................................................................142

The client and server cannot communicate .......................................................................................................................142

How do I increase the JVM maximum heap memory?....................................................................................................142

No folders appear .........................................................................................................................................................................143

Cannot enter characters in printers in a different language.........................................................................................143

Cannot send files to a device using Generic File Download .........................................................................................143

Cannot send files to network devices using Resource Management........................................................................144

Cannot enter a PIN using the Operator Panel task...........................................................................................................144

Cannot enter a PIN or password in RHEL 5.0 ......................................................................................................................144

Frequently asked questions.........................................................145

What devices are supported by this version of MarkVision?.............................................................................145

Can I install MVP 11.2.1 over a previous version of MarkVision?.....................................................................145

I have plug-ins installed with my previous version. Is the functionality of those plug-ins

included in this release?............................................................................................................................................145

How can I speed up device discovery?......................................................................................................................145

How do the MarkVision Web Client and Client Application differ?................................................................146

Why are some devices unavailable?...........................................................................................................................146

How do I back up my MVP Server settings and configuration?.......................................................................147

Where is the README file?.............................................................................................................................................147

Where are the Release Notes?......................................................................................................................................147

How do I create and apply a filter to a folder?........................................................................................................148

What is MarkVision Messenger?..................................................................................................................................149

Is there support for IPX or Tivoli?................................................................................................................................149

How do I get to the server after installation?..........................................................................................................150

How do I discover devices?...........................................................................................................................................150

How do I create actions?................................................................................................................................................151

How do I change the MarkVision Web Server port?.............................................................................................152

Uninstalling MarkVision Professional.........................................154

Uninstalling for Windows and Mac OS X..................................................................................................................154

Uninstalling from Windows ......................................................................................................................................................154

Contents

Uninstalling from Mac OS X ......................................................................................................................................................154

Uninstalling for UNIX and Linux..................................................................................................................................154

Uninstalling MarkVision Professional ....................................................................................................................................154

Removing shared directories....................................................................................................................................................155

Appendix..........................................................................................156

Notices..............................................................................................158

Glossary of Security Terms...........................................................159

Index.................................................................................................160

Contents

Introducing MarkVision Professional

What is MarkVision Professional?

MarkVision

Professional (MVP) is a Web-enabled device management utility designed for IT professionals. MVP

works as a client-server application. The server discovers and communicates with devices on the network and

provides information about them to a client. The client displays device information and provides a user interface to

manage those devices. Each instance of the MarkVision Server can manage thousands of devices at any one time.

Built-in security provisions prevent unauthorized access to devices on the network. Authorized users can use the

MarkVision Web Client to access MVP's management options by connecting to the MarkVision Server from a

supported Web browser.

Customize MVP to see only the device information that you select. Quickly and efficiently locate specific devices on

the network with Quick Find or Discovery Profiles. Use Folders and Filters to group devices based on single or multiple

characteristics (such as color capability, input capacity, and speed) or conditions (such as cover open, low toner, low

paper, and paper jam).

What can MarkVision Professional do?

This guide is written for administrators. To complete these tasks successfully, you should have a working knowledge

of your network hardware and software.

MarkVision Professional lets administrators:

• Troubleshoot and fix network printing issues before they are disruptive.

• Perform printer and print server maintenance and routine updates remotely.

• Diagnose and fix printing problems using Quick Find to locate a specific device on the network.

• Use extensive Filters to find and group devices based on one or more characteristics (such as color capability or

multifunction capabilities) or conditions (such as cover open or paper jam).

• Configure settings on multiple devices simultaneously with customizable device policies.

• Schedule time-intensive activities, such as company-wide device discovery or updating print server firmware

when network use is at a minimum.

• Prevent unauthorized access to devices on the network.

• Download plug-ins for additional device support at runtime.

• View or print customizable reports (custom tables) on selected printers.

• Remotely view or (when supported) manipulate printer operator panels.

What's new in MarkVision Professional 11.2.1?

Several new features and enhancements provide even greater control of your network devices:

Introducing MarkVision Professional

Expanded device support

MVP 11.2.1 supports more devices than ever before. MVP 11.2.1 natively incorporates functionality of service packs

and other functional support for the same devices as MVP 11.2, including devices previously supported through

plug-ins. As a means of providing device support, MVP 11.2.1 offers new functionality for next-generation devices,

while carrying forward the same functionality found in MVP 11.2 for both new and existing devices, depending on

the individual device capabilities. For a complete list of supported devices, see the Release Notes.

Expanded operating system and browser support

MVP 11.2.1 includes support for newer operating systems, including Mac OS X 10.5 and Windows Server 2008, as well

as support for Internet Explorer 8.

Incorporation of previous plug-ins

MVP 11.2.1 natively supports service packs and functional plug-ins designed for MVP 11.2. See the Release Notes for

details.

Understanding MarkVision components

Understanding MarkVision terminology

Within this document:

• Printers and print servers are sometimes simply called devices.

• MarkVision Client is referred to as either MarkVision Client Application or MarkVision Web Client, depending on

the context and how it is launched.

• MarkVision Client Application refers to MarkVision Client as a standalone application installed locally on a user

workstation.

• MarkVision Web Client refers to MarkVision Client when it is accessed through a Web browser.

MarkVision Client

MarkVision Client Application—The standalone application can be installed locally on a user workstation.

MarkVision Web Client—The browser-based client is a Java applet version of the client that can be accessed through

a supported Web browser by way of the following URL: http://<yourserver>/markvision. If the MarkVision

Server is not the default server on the machine, access the client through a supported Web browser by way of the

following URL http://<yourserver>:9180/markvision.

The MarkVision Application and MarkVision Web Client are essentially the same program. All folders, filters, devices,

and so on that are managed by the MarkVision Server are available to users of either the application or Web client.

The two versions are functionally equivalent.

The only differences between the application client and the Web client are:

• The application does not require the installation of the browser plug-in; and

• the web client requires a Web browser and loads more slowly.

Introducing MarkVision Professional

Notes:

• Enable the Web browser to support Sun’s Java Runtime Environment (JRE) by installing the Java plug-in. In

Windows environments, the plug-in is provided and the user will automatically be prompted to install it the first

time they run the MarkVision Web Client.

• For information on the Java plug-in software and to download available versions of the plug-in for UNIX and

other platforms, visit http://java.sun.com.

MarkVision Messenger

MarkVision Messenger works with MVP to provide e-mail notification or command line execution when conditions

on a network printer (such as Paper Tray Missing or Toner Low) trigger a pre-defined event. MarkVision Messenger

is a service that runs inside the MarkVision Server. To use this service, the user creates actions using a browser-based

interface. Users can open MarkVision Messenger from the Action menu in the MVP application, or by visiting the URL

http://<yourserver>:9180/messenger or https://<yourserver>:8443/messenger by way of a

Web browser.

MarkVision Web Server

The MarkVision Web Server supports the browser-based component of MarkVision Web Client and MarkVision

Messenger. The MarkVision Web Server is automatically installed with the MarkVision Server. The MarkVision Web

Server uses the standard HTTP port (80) if it is selected as the default server during installation. Otherwise, it accepts

HTTP requests on a non-standard port (9180), and HTTPS requests at TCP port 8443.

MarkVision Server

The MarkVision Server is the engine that powers MVP. The MarkVision Server is the single point of contact between

an instance of the MarkVision Client and all of the devices that MVP manages. The first time a client requests

information, the MarkVision Server gathers the new information from the device and stores it in a cache. Each

subsequent request for the same information is then retrieved from the cache. This eliminates the complexity of

talking to a wide variety of network devices. Client programs only need to send a single protocol to the server, which

knows how to communicate with the devices. At least one MarkVision Server must exist on a network. While it is

possible to install multiple instances of the MarkVision Server on a network, a client can only connect with one server

at a time.

One exception to this architecture is that, for devices that implement remote operator panel support using VNC, the

MarkVision Client will establish a remote operator panel session directly with the printer.

Introducing MarkVision Professional

Understanding system requirements

Computer RAM and processor requirements

RAM

• 512MB required

• 1GB recommended

Note: At least 2GB of RAM is required when installing the MarkVision Server on Windows Vista. An even higher amount

may be necessary in some situations when more than 2,000 devices are used—for example, when viewing complex

custom tables.

Processor speed

• 1.8GHz or greater

MarkVision Client requirements

The following are minimum requirements for running MarkVision Client. These requirements should be satisfied

before installing MVP.

• Windows Server 2008, Windows 2003 Server SP2 (32-bit), Windows XP SP3 (32-bit), Windows 2000, Mac OS X 10.5,

or a supported UNIX client or Linux operating system

• 100MB available hard disk space

• Internet or TCP/IP connection

• If using the MarkVision Web Client, a supported Web browser.

MarkVision Server requirements

The following are minimum requirements for running MarkVision Server. These requirements should be satisfied

before installing MarkVision Professional.

• Windows 2000, Windows 2003 Server SP2 (32-bit), Windows Server 2008, Mac OS X server 10.5, or a supported

UNIX server system

• 500MB available hard disk drive space

• Internet or TCP/IP connection

Supported operating systems

Operating systems Hardware

Windows 2008 Server (Enterprise Edition) Intel (IA32)

Windows Vista Business Intel (IA32)

Windows Vista Enterprise Intel (IA32)

Understanding system requirements

Operating systems Hardware

Windows 2003 Server R2 Service Pack 2 (SP2), 32-bit only Intel (IA32)

Windows 2003 Server Service Pack 2 (SP2), 32-bit only Intel (IA32)

Windows XP Service Pack 3 (SP3) Intel (IA32)

Windows 2000 Service Pack 4 (SP4) Intel (IA32)

Mac OS X 10.4.x Intel and PowerPC

Mac OS X 10.5.x Intel and PowerPC

IBM AIX 5.3 POWER and PowerPC

HP-UX 11i 11.11 PA-RISC 2.0

Red Hat Enterprise Linux (RHEL) ES 4 Intel (IA32)

Red Hat Enterprise Linux (RHEL) Client 5 Intel (IA32)

SUSE Linux Enterprise 10 Intel (IA32)

SUSE Linux Enterprise 11 Intel (IA32)

Sun Solaris 9 Sun SPARC and Ultra SPARC

Sun Solaris 10 Sun SPARC and Ultra SPARC

Supported Web browsers

Client operating system Web browser

Any Windows OS Internet Explorer 6.x or later

Windows XP, 2003, and Vista Internet Explorer 7 and 8

Mac OS X Safari

IBM AIX Mozilla 1.7

HP-UX Mozilla 1.7

Solaris Unix Mozilla 1.7

Any Linux Firefox 2.0 or later

Java Virtual Machine recommendations

Operating systems Java VM level

Windows 1.6.0_14-b08

Mac OS X 1.5.0_09

IBM AIX 5.0.0.250

HP-UX 1.6.0.04

Linux 1.6.0_14

Sun Solaris SPARC 1.6.0_14 (32-bit)

Understanding system requirements

Increasing RAM available to the MVP Client

If the MarkVision Professional Client Application or Web Client perform poorly, crash, or give a memory error, you

may need to adjust the Java settings. Increasing the memory available to MVP will improve performance.

Increasing RAM available to the MVP Client Application in Windows

1 Close the MarkVision Client.

2 Open the registry editor by typing regedit in the command line.

3 Navigate to:

HKEY_LOCAL_MACHINE\SOFTWARE\Lexmark\MarkVision for Intranets

4 Modify the key Jvm_Options with value:

-ms64M -mx378M -Duser.language=en

Increasing RAM available to the MVP Client Application in UNIX/Linux

1 Exit the MVP Client.

2 Open the script /usr/mv_pro/bin/mvp.

3 Find the following line:

JVM_ARGS="-ms64M -mx128M"

4 Modify the line to read: JVM_ARGS="-ms64M -mx378M".

5 Save the script, and then restart the MarkVision Client.

Increasing RAM available to the MVP Client Application in Mac OS X

1 Exit the MVP Client.

2 Open the file Info.plist in the /Applications/MarkVision Pro Client.app/Contents directory.

3 Find the following line:

4 Modify the line to read: <string>-ms64m -mx378m</string>.

5 Save the file, and then restart the MarkVision Client.

Notes:

• -ms64M reserves 64MB of memory when the application starts.

• -mx378M reserves a maximum of 378MB available RAM.

• If the system has more memory, you can specify a larger amount.

• For additional Java troubleshooting, refer to the MVP README file.

Understanding system requirements

Increasing RAM available to the MVP Web Client in Windows

1 Click or Start.

2 Click Control Panel.

3 Double-click Java.

4 From the Java tab, click View under Java Applet Runtime Settings.

5 In the Java Runtime Parameters box, type: -ms64M -mx128M.

6 Click OK.

Increasing RAM available to the MVP Web Client in UNIX/Linux

1 From the bin directory of the Java install location (typically, /usr/java/jre1.6.0_xx), open the

ControlPanel script.

2 From the Java tab, click View under Java Applet Runtime Settings.

3 In the Java Runtime Parameters box, type: -ms64M -mx128M.

4 Click OK.

Increasing RAM available to the MVP Web Client in Mac OS X

1 From the Finder desktop, click Go  Utilities.

2 Open the folder for the installed version of Java (such as J2SE 5.0).

3 Double-click Java Preferences.

4 In the Java Applet Runtime Parameters box, type: -ms64M -mx128M.

5 Click Save.

Notes:

• -ms64M reserves 64MB of memory when the application starts.

• -mx128M reserves a maximum of 128MB available RAM.

• If the system has more memory, you can specify a larger amount.

• For Windows, the default minimum of 64MB is sufficient when working with fewer than 500 devices.

• For additional Java troubleshooting, refer to the MVP README file.

Increasing RAM available to the MVP Server

The default maximum memory of the JVM running MVP Server is 512 MB. However, systems managing a large number

of devices and running certain memory-intensive tasks might need an additional allocation of maximum JVM heap

memory.

To increase the JVM heap memory for Windows:

1 Stop the MarkVision Server.

2 Open the registry editor by typing regedit in the command line.

Understanding system requirements

3 Navigate to:

HKEY_LOCAL_MACHINE --> SOFTWARE --> Lexmark --> MarkVision Server -->

Granite --> 1.0

4 Modify the key Jvm_Options with value -ms256M -mx1024M.

5 Close the registry editor, and then restart the MarkVision Server.

To increase the JVM heap memory for UNIX, Linux, or Mac OS:

1 Stop the MarkVision Server.

2 Open the shell script /usr/mv_pro/bin/MvService.sh, and then navigate to the function setJavaVars

().

3 Inside this function find the following line:

JVM_ARGS="-ms256M -mx512M"

4 Modify the line to read: JVM_ARGS="-ms256M -mx1024M".

5 Save the shell script, and then restart the MarkVision Server.

Understanding system requirements

Installing MarkVision Professional

Before installing

Minimizing network traffic

MVP lets you choose where to install components. To minimize network traffic and improve performance, install the

MarkVision Server on a host that provides high-speed access to users and to the devices you want to monitor. If your

devices are distributed across a local area network (LAN) or wide area network (WAN), network traffic increases as

users try to access them.

Selecting installation components

While installing the MarkVision components, a dialog appears that shows the hierarchy in which the different

components can be installed.

Note: For Windows-based operating systems, you must select the parent branches in the hierarchy to include any

items located in a sub-branch.

Component Description

MarkVision Client Application

Installs the primary application that is used to manage your devices

Note: The MarkVision Client Application does not require the

installation of Sun’s Java Runtime Environment (JRE) Plug-in.

MarkVision Web Client

Installs a version of the MarkVision Client, which can be accessed

through a Web browser

Notes:

• In order to run the Web Client, you must first enable your Web

browser to support Sun’s Java Runtime Environment (JRE) by

installing the Java Plug-in.

• The MarkVision installation process is operating system specific.

Install one of the following smaller versions of the Web browser on

a local machine: Windows Web package, Mac OS X Web package,

or UNIX Web package.

The MarkVision Client Application and the MarkVision Server may be installed separately. The application only requires

one instance of the MarkVision Server installed somewhere on the network, not necessarily on the same machine.

Installing MarkVision Professional

Component Description

MarkVision Server Installs the necessary files to set up the MarkVision Server

Notes:

• You must use the MarkVision Web Server with the MarkVision Web

Client.

• You may make the MarkVision Web Server the default server on

HTTP port 80. This allows the browser-based application to access

the server from the HTTP port 80, which requires no additional

numbering in the URL. If HTTP port 80 is already in use, assign the

server to HTTP port 9180.

• To publish the URL to access MarkVision Professional or Messenger,

create a URL on your Web server that automatically forwards the

user’s browser to the URL used by either tool.

MarkVision Messenger Installs the MarkVision Messenger Web-based utility

The MarkVision Client Application and the MarkVision Server may be installed separately. The application only requires

one instance of the MarkVision Server installed somewhere on the network, not necessarily on the same machine.

Downloading MarkVision Professional

1 Go to www.markvisionprofessional.com.

2 From the Select Operating System menu, select your operating system type.

3 Click Download Now.

4 Type your registration information, and then click Start Download.

Note: For UNIX or Linux operating systems, save the MVP package to the /tmp directory.

Installing MarkVision Professional

Installing for Windows

1 Download MVP.

2 Open the MVP Installation package, and then follow the instructions on the screen.

Installing for Mac

MarkVision Professional for Mac requires two separate installations: one for MarkVision Server and one for MarkVision

Client.

Installing MarkVision Server:

1 Download the Mac-MVJServer.dmg file. Save the file to /tmp.

2 Double-click the Mac-MVJServer.dmg file to mount the drive image.

Installing MarkVision Professional

3 Double-click the MarkVision Pro Server.mpkg installation package.

4 Follow the instructions on the screen.

Installing MarkVision Client:

1 Download the Mac-MVJClient.dmg file. Save the file to /tmp.

2 Double-click the Mac-MVJClient.dmg file to mount the drive image.

3 Double-click the MarkVision Pro Client.mpkg installation package.

4 Follow the instructions on the screen.

Installing for HP-UX

1 Make sure you have enough disk space in /opt to install the printer driver. The packages will be installed into

the /opt file system. If this file system is full, create a symbolic link that points to a directory in another file system.

The symbolic link appears to be a real directory, but the files are actually installed in the location the link references.

For example, to install MVP in /disk2/mvp, do the following:

a Create a directory in the location where you want the packages to be installed.

For example: mkdir /disk2/mvp

b Create a symbolic link pointing to the directory you created.

For example: ln -s /disk2/mvp /opt/markvision_pro.

2 Download and save the package in the /tmp directory, and then uncompress the package file:

# /usr/contrib/bin/gunzip /tmp/markvision-pro-hpux11.11.pkg.gz

3 Start the Software Depot Install dialog box by entering: # /usr/sbin/swinstall.

4 Make sure the Source Depot type is Network Directory/CDROM, and the hostname of the computer you are

installing on appears in the Source Host Name box. If either of these fields are incorrect, enter the correct value,

or select it from the list.

5 In the Source Depot Path field, type the following to specify the full path to the HP-UX package file:

/tmp/markvision-pro-hpux11.11.pkg

6 Select the bundles you want to install.

Installing the complete MarkVision Professional package:

a Click the MarkVisionPro bundle.

b Go to the Actions menu, and then select Mark for Install.

Installing individual MarkVision Professional components:

a Double-click the MarkVisionPro bundle.

Server and Client component bundles appear.

b Double-click each component bundle to view its contents.

c Click each bundle that you want to install, and then select Mark for Install from the Actions menu.

Yes appears beside each selected bundle.

7 Click Actions, and then click Install.

Installing MarkVision Professional

8 Click OK to start the installation.

Note: If the HOME variable was not set for root when you started SAM, an error message appears. Ignore the

message, and then click OK.

9 During installation, select Logfile to view the installation log. Make sure there are no errors or warnings during

installation.

10 When the installation is complete, click Done, and then exit SAM.

11 Run the following setup script to complete the installation:

# /opt/markvision_pro/setup.mvjserver

Installing for IBM AIX

1 Download and save the MarkVision Professional package in /tmp.

2 Uncompress the package file:

# /opt/freeware/bin/gunzip /tmp/markvision-pro-aix5.pkg.gz

3 Type the following on the command line, and then press Enter:

# smit install_latest

4 When prompted to for the input device directory for software, type:

/tmp/markvision-pro-aix5.pkg

5 Select the packages you want to install. All packages are installed by default.

a From the Software to install option, select List.

b Select the packages you want to install.

c Click OK.

6 Specify any other install options.

7 Click OK to begin installing. A message displays when the installation is complete.

8 Run the following setup script to complete the installation:

# /usr/lpp/markvision_pro/setup.mvjserver

Installing for Red Hat Enterprise and SUSE Linux Enterprise

1 Download and save the package in the /tmp directory, uncompress and untar the file named:

$ tar zxvf /tmp/markvision-pro-linux-glibc2-x86.tar.gz.

2 Navigate to the MarkVision Professional directory:

$ cd /tmp/markvision-pro-linux-glibc2-x86

Installing MarkVision Professional

3 Install the complete MarkVision Professional package or select the component bundles you want to install.

• To install the complete MVP package, issue the command:

# rpm -ivh *.rpm

• To install individual MVP components, specify the file name of the MVP component that you want to install.

For example, to install only the MarkVision Server, issue one of these commands:

# rpm -ivh markvision-pro-MVJserver-*.i386.rpm

# rpm -ivh markvision-pro-MVJclient-*.i386.rpm

4 Type /usr/local/markvision_pro/setup.mvjserver in the command line, and then answer any

questions that appear.

Installing for Sun Solaris SPARC

1 Set the NONABI_SCRIPTS environment variable to TRUE.

2 Download and save the package in the /tmp directory, and then uncompress the package file:

# gunzip /tmp/markvision-pro-solaris8-10.pkg.gz

3 Start the package installation program:

# pkgadd -d /tmp/markvision-pro-solaris8-10.pkg

4 Install the complete MarkVision Professional package or select the component bundles you want to install. You

must install all the packages in the same location.

• If you want to install the complete MVP package, type all, and then press Enter.

• If you want to install component bundles, type each bundle number separated by a comma, and then press

Enter (For example: 1,2,3,4).

5 Follow the prompts, and then answer any questions that appear on the screen.

a To accept the defaults, press Enter.

b To answer yes/no questions, type y, n, or ?, and then press Enter.

A message appears when installation is successful.

c Type q to quit.

6 If the NONABI_SCRIPTS was not set to TRUE, type /opt/markvision_pro/setup.mvjserver on the

command line, and then answer any questions that appear.

Upgrading from a previous version of MVP

If you are upgrading from MarkVision Professional 10.0 or later, install MVP 11.2.1 directly over the old version.

MarkVision itself will migrate any existing settings/configurations to the new version the next time it runs.

Notes:

• Certain plug-ins, such as special product requests from previous releases, may not be supported by MVP 11.2.1.

• Before upgrading from a previous version, compare the list of plug-ins installed on your system against the list

of plugins for MVP 11.2.1 listed in the Release Notes. Select Software Update (Manage PlugIns) from the All

Tasks list on the MarkVision Professional Home screen to see a list of plug-ins currently installed on the MVP

Server.

• Contact your system support person if any of your plug-ins appear not to be supported by MVP 11.2.1.

Installing MarkVision Professional

Importing and exporting MarkVision Server settings

These tasks import and export only folder and filter settings for the MarkVision Server. The following settings will

not be imported or exported:

• Administrative Settings

• Discovery Profiles

• Device Policies

• Schedule

• Custom Tables/Views

• User Accounts and Groups

• Global Passwords

• Plug-Ins

• Solution

• Descriptors

• Application Links

• Devices (currently discovered and managed)

Note: To save the types of data listed above, either check the documentation for each type to see if import or export

options are provided (for example, the Device Discovery Profiles task provides Import and Export buttons for

discovery profiles), or use the inclusive backup procedure described in “Moving the MarkVision Server” to back up

all MarkVision Server data and settings.

Importing MarkVision Server settings

1 From the MarkVision Professional Home screen, select Import Server Settings from the All Tasks list.

2 Click Browse to find the appropriate server settings file.

3 Click Import.

Exporting MarkVision Server settings

1 From the MarkVision Professional Home screen, select Export Server Settings from the All Tasks list.

2 Browse to the export location.

3 Name the file.

4 Click Export.

Installing MarkVision Professional

Moving the MarkVision Server

As newer hardware becomes available, it may become necessary to move the MarkVision Professional Server to

another machine, or import settings from one instance of the MarkVision Server to another server. Since MVP is

extremely customizable, you may not want to repeat the process of creating folders, filters, and rediscovering devices.

MVP provides the option of either moving an entire MarkVision Server or exporting specific settings for folder

configuration and MarkVision Messenger actions to a file to be imported on another server.

Starting and stopping MarkVision Server for Windows

Windows 2000

1 Go to Control Panel  Administrative Tools  Services  MarkVision Server.

2 Click Start/Stop.

Note: You can use the same process to start or stop the MarkVision Web service.

Windows Vista, Windows XP, and Windows 2003 Server

1 Go to Control Panel  Performance and Maintenance  Administrative Tools  Services  MarkVision

Server.

2 Click Start/Stop.

Note: You can use the same process to start or stop the MarkVision Web service.

Starting and stopping the MarkVision Server for Mac

• Go to Finder  Utilities  MarkVision Pro Server Control.app.

• Click Start/Stop Server.

Note: You can use the same process to start or stop the MarkVision Web service.

Starting and stopping MarkVision Server for UNIX

• To start the MarkVision Server type: /usr/mv_pro/bin/MvService start.

• To stop the MarkVision Server type: /usr/mv_pro/bin/MvService stop.

Starting and stopping MarkVision Web service for UNIX

• To start the MarkVision Web service type: /usr/mv_pro/bin/MvWebService start.

• To stop the MarkVision Web service type: /usr/mv_pro/bin/MvWebService stop.

Installing MarkVision Professional

Moving the MarkVision Server

Create a backup of MVP customized data and then integrate the data onto a new machine:

1 From the original machine, stop the MarkVision Server.

2 Back up the directories in which the customized data files are stored.

• In Windows, the default directories are:

C:\Program Files\Printer\MarkVision Server\granite\data

C:\Program Files\Printer\MarkVision Server\granite\plugins

C:\Program Files\Printer\MarkVision Server\mvp-tomcat\webapps\ROOT

\~plugins

• For Macintosh and UNIX, the default directories are:

/var/spool/markvision/data

/var/spool/markvision/plugins

/usr/mv_pro/mvweb/www/webapps/ROOT/~plugins

3 Install the MarkVision Server on the new machine.

4 Stop the MarkVision Server.

5 Replace the data, plugins and ~plugins directories saved during step 2 into the same locations on the new

machine.

6 Restart the MarkVision Server.

Note: The listed files do not contain settings for window and frame sizes or positional information.

Installing MarkVision Professional

Using MarkVision Professional

Getting started

Access MarkVision Client through the Markvision Client Application or the MarkVision Web Client.

Starting the MarkVision Client Application in Windows

1 Click or Start.

2 Click Programs or All Programs  Printer  MarkVision Professional  MarkVision Professional.

Starting the MarkVision Client Application in Mac OS X

1 From the Finder desktop, click Go  Applications.

2 Double-click MarkVision Pro Client.

Starting the MarkVision Client Application in UNIX or Linux

The MarkVision Client Application is installed locally. You can open it from the command line, or by clicking the

MarkVision Professional icon.

To open the MarkVision Client from the command line:

1 Start an X-Window Terminal or xterm.

2 Type: /usr/bin/mvp in the command line, and then press Enter.

3 Set the DISPLAY environment variable.

Korn (ksh) and Bourne (sh) shell users

Type the following commands in the command line:

• DISPLAY=hostname:0.0

• export DISPLAY

C shell users

Where hostname is the name of your workstation, type the following commands in the command line:

• setenv DISPLAY disphost:0.0

4 If you are running the MarkVision Professional UNIX Client on a different host computer than your X Windows

server, make sure the remote host has permission to access your screen.

If the MVP UNIX Client is running on the host flora, type xhost + flora in the command line.

5 Type mvp in the command line, and then press Enter.

Using MarkVision Professional

To open using the MarkVision Professional icon on UNIX systems:

1 From the CDE panel, click the Printer subpanel.

2 Click MarkVision Professional.

To open using the MarkVision Professional icon on Linux systems:

1 On Gnome and KDE, click Applications  System Tools.

2 Click MarkVision Professional.

Accessing the MarkVision Web Client

After the MarkVision Web Server is configured, access MarkVision Web Client through a Web browser.

For example, to start the MarkVision Web Client on a Web server whose IP address is 190.168.112.21, type

http://190.168.112.21:9180/markvision in the address field of your Web browser.

Selecting a server

After opening MVP for the first time, you must select a server. Select a server based on the server status. For example,

if there are multiple instances of the MarkVision Server on the network, and multiple clients are active, select a

supported server that has the least number of connections. This provides faster access to MVP.

1 Enter the computer/hostname or IP address of the machine running the MarkVision Server, or click Browse to

locate it.

Notes:

• You may enter localhost if your MVP Server is running on your local computer.

• By default, the version of each MarkVision Server is displayed. You may only connect a MarkVision Client

version 11.2.1 to a MarkVision Server version 11.2.1.

2 Click Connect.

Using the MarkVision Setup wizard

The MarkVision Setup wizard will run the first time a client connects to the MarkVision Server, as well as each

subsequent time until you select Do not show me this setup window again. It is recommended that you go through

the Setup wizard at least once and, if you are unsure, accept its default settings.

Device Discovery

Create device profiles and find printers and print servers on a network.

Folder Setup

Organize and manage multiple devices using folders. Using folders allows for quick identification of devices within

a subset of the entire list of devices being managed. Use preconfigured MarkVision folders or configure folders.

Custom Tables / Custom Views

Present device information through customized or preset tables and views.

Using MarkVision Professional

Custom Tables—Create custom tables that are user-defined, tabular views of device information based on Address

Information, Asset Tracking, Code Levels, or Device Overviews. Export the table as a comma separated variable (.csv)

file, which can be opened by spreadsheet or word processing software.

Custom Views—Create multiple views of printers. View the LCD panel, picture of printer, and status of printer for

selected devices. View the operator panel and lock/unlock options in a single task.

Secure Communication

Create a secure channel between a printer and the MarkVision Server.

User Accounts / User Groups

Control access to functionality by limiting user access to tasks and devices. Define groups and set permission levels

for multiple users.

Understanding Home screen navigation

Navigating from the Home screen

The MarkVision Professional Home screen appears after you log on to MVP. MVP tasks can be accessed from different

areas of the Home screen. You may access a task by way of a menu or icon from the menus area, a task link from the

configurable tasks area, or from the All Tasks list. The All Tasks list is the default starting point for all documented

paths in this guide.

Menus area—Contains MVP menus, frequent tasks icons, navigation buttons, and the All Tasks list

2 Configurable tasks area—Contains commonly-used MVP functions and the Frequently Asked Questions list

Note: You can add, delete, or rename tasks or list names in this area.

Messages area—Reports real-time updates of MVP actions, events, tasks, and functions

4 Results area—Contains Quick Find results or folder contents

Using MarkVision Professional

5 Quick Find or Folders area—Contains a search tool or folders

Using the All Tasks list

The All Tasks list is available from the menus area of the MarkVision Professional Home screen.

Task name Task function

802.1x Configure 802.1x authentication settings for a selected device.

About View MVP version information.

Add Devices Search networks and add devices.

Address Information View network identification information about devices

Administrative Settings Configure MVP server-level settings and change settings for device

discovery, naming, and communication.

AppleTalk View or modify AppleTalk network settings.

Application Links Configure external applications to launch from MVP.

Asset Tracking View information with device inventory relevance for selected

devices.

Bookmark Management Create, save, and edit printer bookmarks in a printer permanent

memory.

Code Levels View firmware code levels for selected devices.

Color Samples Print color samples and conversion tables for settings such as sRGB

Display, US CMYK, and Euro CMYK, among others.

Configuration Page View select settings for a device (including scanner configuration

and paper prompt settings, among many others.) Users can also

save an XML-based list of these settings.

Configure Configure settings for certain forms printers.

Configure Top-of-Form Unit Configure settings for the Top-of-Form Unit on certain forms

printers. The Top-of-Form Unit sets the first line of print on

continuous forms and cut forms.

Contact Name and Location Set the contact name and location for the person responsible for

a device.

Create Windows Print Objects Create a Windows print object (queue) or a remote host computer.

Custom Background Image Load an image to use in the background on the home screen of

the device.

Custom Media - Custom Paper Name View or modify custom paper names.

Custom Media - Custom Paper Type View or modify custom paper type settings.

Custom Media - Paper Loading View or modify paper loading settings.

Custom Media - Paper Texture View or modify custom texture settings.

Custom Media - Paper Type Bin View or modify custom paper bin settings.

Custom Media - Paper Weight View or modify custom paper weight settings.

Using MarkVision Professional

Task name Task function

Custom Tables - Create/Manage Configure and export tables of device information.

Custom Views - Create/Manage Create custom views with multiple pieces of information.

Delete Security Audit Log Delete the Security Audit Log, which tracks security-related events

on a selected device.

Device Discovery Profiles Create discovery profiles to search attached networks and add

discovered devices to MVP.

Device Discovery Results Display device discovery results based on specific discovery

profiles.

Device Overview View a table of general information about selected devices.

Device Policies - Apply Apply created policies to selected devices to enforce settings.

Device Policy - Check Device Conformance Determine if selected devices are conforming to device policies.

Device Policies - Create/Manage Manage a list of device policies to quickly configure or edit device

settings (such as print quality), or enforce those settings.

Diagnostics Page View and/or save a list of diagnostics settings for a selected device.

Displayed Information Specify the information displayed in the General Settings menu on

a supported device.

Drivers and Utilities (On the Web) Open the driver and utilities Web page.

Email Alert Setup Create and manage e-mail alerts for selected devices.

Email Destinations Create and manage e-mail destinations for selected devices.

Embedded Solutions - Features View a table of information about the Embedded Solutions

framework settings, license settings (if applicable), and settings for

installed solutions on selected devices.

Embedded Solutions - Framework Management Manage settings for the Embedded Solutions framework on

selected devices.

Embedded Solutions - Get Host ID Retrieve the Host ID from selected devices fro deliver to a license

provider in order to generate a solution license.

Embedded Solutions - Solutions Management Manage Embedded Solutions on selected devices: install, remove,

and license solutions and manage their settings.

Emulators View emulator (printer language interpreters) settings for selected

printers.

Event Log View and/or save a list of events that have taken place on a selected

device. This list includes such events as firmware updates and

paper jams, among others.

Export Server Settings Export MVP Server settings to a file that can imported to another

server or used to back up an existing server filter or folder.

Fax (Printer) View or modify a printer fax settings.

Fax Destinations Create and manage fax destinations for selected devices.

Note: This task applies only to older devices. For most current

devices with fax capability, the Fax Settings task is appropriate.

Using MarkVision Professional

Task name Task function

Fax Holding Schedule Schedule days and times for accumulated fax jobs to be printed or

held.

Fax Settings View or modify the fax settings for a specified device.

Note: This task applies only to newer devices. For most older

devices with fax capability, the Fax (Printer) task is appropriate.

Feature Overview (Printers) View printer data, such as identification information, capabilities,

code levels, and page count information.

Feature Overview (Print Servers) View print server data, such as identification information, protocol,

and fax settings.

Filters View or edit the list of saved filters, which can be used to limit the

number of devices displayed.

Finishing/Quality View or modify printer finishing and quality settings, such as

copies, collation, and resolution.

Firmware (On the Web) Open a Web page to obtain print server upgrades for supported

print servers.

Firmware Download (Print Server) Upgrade print server firmware.

Folder Configuration Organize devices using folders. Filter folder contents based on

printer attributes.

Font Cartridges View information about any installed font cartridges.

FTP Destinations Create and manage FTP destinations for selected devices.

General Settings (Printer) View or modify printer settings, such as timeout, emulation, and

power saver.

General Settings (Print Server) View or modify print server settings, such as job timeout, contact

name, contact location, and network speed.

Generic File Download Download miscellaneous files such as PostScript files, universal

configuration files (UCF), or font files to one or multiple devices on

your network.

Home Return to the Home screen.

Home Page (On the Web) Visit the MarkVision Web site.

Home Screen Customization Specify which task icons are visible on the home screen of a device.

HTML Configure settings for printing HTML documents on a selected

device.

HTTP Settings View or modify device HTTP settings.

Image Specify how a device will handle images—from scaling to

orientation.

Import Server Settings Import MarkVision Server folder and filter settings from a saved file

to a server.

Inputs View settings for paper trays and other printer inputs.

Install Authorization Keys Select a file to use as a secure NTP authorization key for a particular

device.

Using MarkVision Professional

Task name Task function

Install CA Certificate Install a CA Certificate for one or more printers.

Internal Account Management Add, edit, or remove internal accounts from a selected device.

IPDS Manage Intelligent Printer Data Stream (IPDS) settings on selected

devices.

IPSec Manage Internet Security Protocol (IPSec) settings on selected

devices.

IPv6 Specify general settings information for a selected device to

support Internet Protocol version 6 (IPv6).

Job Statistics: Trend Analysis Enable MVP to gather and store information about print jobs sent

to a specific device.

Job Timeout (Print Server) View or modify device job timeouts.

LexLink Configure LexLink settings on the device print server. LexLink is a

print protocol used in some older Windows environments such as

OS/2 Lan Server, OS/2 Lan Manager, and Windows NT Advanced

Server.

Map Create a graphical representation that illustrates the distribution

of discovered devices.

MarkVision Messenger Launch Open the MarkVision Messenger application.

MarkVision Setup Access the MarkVision Setup wizard.

Menus Page View and/or save a list of menu settings for a selected device.

Meters/Counters View and/or save a list of meter and counter statistics for a selected

device.

MFP - Backup Configuration Information Create a backup copy of all configuration settings on MFP device

(s). The backup copy will be used to restore the settings during disk

recovery or code update operations.

MFP - Default Copy Settings View or modify Copy Settings for an MFP device.

MFP - Default Scan to Email Settings View or modify Scan to Email Settings for an MFP device.

MFP - Default Scan to FTP Settings View or modify Scan to FTP settings for selected MFP devices.

MFP - Default Scan to Network Settings View or modify Scan to Network Settings for an MFP device.

MFP - Default Scan to USB Settings View or modify Scan to USB Settings for selected MFP devices.

MFP - Features View feature information for multifunction devices.

MFP - General Settings View or modify General Settings for an MFP device.

MFP - OptraImage Job Statistics Settings

View or modify OptraImage

job statistics settings for an MFP

device.

MFP - Specify External Destination File View or modify OptraImage external destination settings for an

MFP device.

MFP Status View the current status conditions of multifunction devices.

Names of Devices View or modify device names.

NetWare View or modify the NetWare network settings.

Using MarkVision Professional

Task name Task function

Network Time Protocol (Printer) Synchronize a printer internal clock with the MarkVision Server.

Note: Different generation devices implement time and date

settings in different ways. Certain newer devices support this

method of synchronization.

Network Time Protocol (Print Server) Synchronize a print server internal clock with the MarkVision

Server.

Operator Panel View a functional control panel for a specified printer.

Operator Panel Access Control operator-panel access to the Configuration and Reports

menus on supported MarkNet devices.

Operator Panel LCD View the LCD from the control panel for a specified printer.

Operator Panel Lock/Unlock Remotely locks and unlocks a printer control panel.

Output Bin Names View or modify printer custom bin names.

Output Lighting Adjust the brightness of the device display.

Outputs Summarizes device output options. This task is associated with the

Feature Overview tasks.

Page Counts View the current page count information for a printer.

Paper Settings View or modify printer paper settings.

PCL View or modify the PCL settings for a printer.

PDF Specify the size and annotation settings for printing PDFs directly

from supported devices.

Personal Settings Personalize MVP to accommodate the way you work.

Picture of Printer Display a picture of a selected printer.

Ports View or modify device ports.

PostScript View or modify PostScript settings for a printer.

PPDS View or modify PPDS settings for a printer.

Printable Margins Configure the printable margin area for specialized applications

such as Magnetic Ink Character Recognition (MICR).

Printer Inventory Collect printer inventory data for supported printers on a selected

print server.

Print Permissions (Hosts) A configuration of host computer names (a part of Print

Permissions Technology).

Print Permissions (Users) Configure user printing privileges on devices that support Print

Permissions Technology.

Print Pooling Configure print pooling rules on multiple port external print

servers.

Profile Destinations Create and manage profile destinations for selected devices.

Property Tag View or modify a property tag (user identification) for a printer.

Publications (On the Web) Open the MarkVision Web page.

Using MarkVision Professional

Task name Task function

Refresh Devices Refresh cached information for selected printer and/or print server

devices.

Registration (On the Web) Open the MVP registration Web page.

Remove Devices (Advanced) Remove one or more devices from the list of devices managed by

MVP. Use the Remove Printer icon or the Delete key shortcut.

Remove Windows Print Objects Removes Windows print objects (queues) from remote host

computers.

Reset Reset a specified printer or print server.

Resource Management Download fonts and overlays to printers.

Schedule Power Saver Specify when devices should enter Power Saver mode and when

they should wake up.

Scheduling Specify times to automatically initiate certain tasks.

Security - Access Controls Set access controls for a selected device.

Security - Advanced Credentials Specify the User ID, Password, PIN, and Realm for the MarkVision

Server.

Security Audit Log Configure Audit Log settings to monitor security-related events on

a particular device.

Security - Backup Password Set a master password for selected devices.

Security - Basic Credentials Maintain a list of device passwords on the MarkVision Server.

Security - Certificate Defaults Configure default settings for security certificates.

Security - Certificate Management Manage security certificates for selected devices.

Security - Communication Password Synchronize a server communication password for one or more

devices.

Security - Confidential Print Setup Configure the Max Invalid PIN and Job Expiration settings for

confidential print jobs on a device.

Security - Enter Device Password Enter a password to gain access to a password protected device

for the duration of the current client session.

Security - Internal Accounts Configure internal accounts for a selected device.

Security - Kerberos (Advanced) Set up a Kerberos building block for a selected device.

Security - Kerberos (Basic) Import, view, or modify Kerberos Setup.

Kerberos—A computer network authentication protocol that

allows the user and the server to verify each other.

Security - Kerberos Setup (Basic) Specify the default Kerberos Realm for users.

Security - LDAP (Advanced) Set up an LDAP building block for a selected device.

Security - LDAP (Basic) View or modify LDAP Settings for an MFP device.

LDAP—A network authentication protocol that runs over TCP/IP.

Using MarkVision Professional

Task name Task function

Security - LDAP + GSSAPI Set up an LDAP + GSSAPI building block for a selected device.

GSSAPI—Generic Security Services Application Programming

Interface; an application programming interface that allows

programs to access security services—specifically, Kerberos

authentication.

Security - Manage Function Access View or modify Function Access for an MFP device.

Security - Menu Lockout Setup View or modify Menu Lockout settings for a device.

Security - Miscellaneous Security Configure security settings—including login restrictions—for a

selected device.

Security - NTLM (Advanced) Set up an NTLM building block for a selected device.

Security - NTLM (Basic) View or modify NTLM settings for a device.

Security - On-Board Security View or modify security settings configured on a particular device.

Security - Password Set up a password building block for a selected device.

Security - Password Configuration Configure password rules and criteria for selected devices.

Security - PIN Set up a PIN building block for a selected device.

Security - Printer Lockdown Force one or more supported devices to communicate exclusively

over a secure communication channel.

Security - Security Templates Use building blocks to create a security template for a selected

device.

Security - Set Device Password View and edit a list of passwords for devices managed by MVP.

Security - SNMP Configure SNMP settings for a selected device.

Security - SSL Setup Configure Secures Socket Layer (SSL) settings on selected devices.

Service Location Protocol Enable or disable the Service Location Protocol (SLP) function on a

print server.

SMTP Server Configure SMTP settings for a selected device.

SNMP Traps View or modify device SNMP trap destination settings.

Software Update (Manage PlugIns) Install and remove new MVPView or modify Kerberos Setup for an

MFP device plug-ins for additional device support.

Special Configuration/Debug (Printer) Enable or disable Hex Trace and Coverage Estimator features for a

device.

Special Configuration/Debug (Printe Server) Configure the Fax Transmit Level and the Fax Receive Threshold

for a selected print server.

Standard Network View or modify standard network settings for selected devices.

Standard Parallel View or modify standard parallel settings for selected devices.

Standard USB View or modify standard USB settings for selected devices.

Status of Printer View the current status conditions of selected printers.

Status Overview View the LCD panel, picture of printer, and status of printer for

selected devices.

Using MarkVision Professional

Task name Task function

Storage Devices View information about a printer storage devices, such as hard

disks and flash memory.

Supplies View supply levels for selected devices.

Supplies (On the Web) Open a Web page where printer supplies can be ordered.

Supply Notifications Configure settings for automatic supply notifications on selected

devices.

TCP/IP View or modify the TCP/IP network settings.

Note: Clearing the Enable mDNS check box in the TCP/IP task will

disable communication between the MVP Server and certain

devices.

TCP/IP Port Access Enable or disable access to all TCP/IP ports on a selected device.

Technical Support (On the Web) Open a Web page where technical support for products can be

obtained.

User's Guide Open the MVP User's Guide.

User Accounts and Groups Create or edit individual accounts or account groups to restrict

access to certain tasks.

Waiting Jobs View and/or modify settings related to waiting jobs—for example,

jobs waiting for device resources such as paper of a particular size.

Web Page (Print Server) Open a Web page displaying settings for a selected device.

WLAN Setup and configure wireless devices.

XPS Specify whether to print error pages for XPS documents on a

selected device.

Results area

Devices that are selected using either the Quick Find or Folders tabs are displayed in the results area. The results area

contains a Find Results window if the Quick Find tab is selected, or a Folder Contents window if the Folders tab is

selected. Devices that appear with a strikethrough are not supported for the selected task. Devices that are displayed

in red text are password protected.

Using Quick Find

Use Quick Find as an easy alternative to more powerful device discovery options such as Add Devices and Manage

Discovery Profiles.

To use Quick Find to discover devices on a network:

1 Select a device characteristic:

• Available search characteristics are: IP Address/Hostname, Device Name, Hardware Address, Model

(Printer/Print Server), Property Tag, Serial Number, or Other.

• Type IP addresses in the form of x.x.x.x (for example, 192.168.12.34).

2 Type or select the appropriate value for the search field.

Using MarkVision Professional

3 Click Find.

4 Click Stop to terminate the current discovery operation.

Note: Most of the Quick Find search options are performed only on devices already managed by the MarkVision

Server. An exception is the IP Address/Hostname option, which also searches the network for matching addresses.

Changing SNMP Community names

Change the read or write access privileges associated with Quick Find with Simple Network Management Protocol

(SNMP) community names. SNMP is used by network management systems to monitor network-attached devices

for conditions that warrant administrative attention.

1 From the MarkVision Professional Home screen, select Administrative Settings from the All Tasks list.

2 Click the Quick Find tab.

3 Type the new community name in the appropriate box to change the default value.

Note: The default value for the Read and Write boxes is public. The community names are case-sensitive.

4 Click OK.

Note: This changes the MVP community name, not the print server community name. To change the print server

name, refer to your print server documentation. Additionally, the MVP task TCP/IP may be used.

Using the Folders tab

This area displays folders that have been configured using the Folder Configuration task and/or the MarkVision Setup

wizard. Discovered devices are saved here.

Accessibility

MVP offers alternative keyboard navigation in accordance with industry standards. The user interface and

task-oriented dialogs allow navigation exclusively through keyboard commands.

• Use the Alt key to activate mnemonic (underlined character) options in the Task bar menus.

• Use accelerator key combinations to invoke menu items without navigating the menus.

• Navigate between sections of a dialog box using either the F6 function key or the Tab key.

• Use the Delete key to remove selected device(s) from the server list of managed devices.

• Use the Alt key in combination with the left or right arrow to cycle through recently selected tasks.

• Use the keypad + and - keys to expand or collapse selected nodes of a device policy.

• Use the F5 key to refresh the current task.

Multi-select

When you are presented with a list of items, such as printers, you can select more than one using the Control or Shift

key. This lets you edit an attribute for all the selected devices at one time.

Using MarkVision Professional

Configuring MarkVision Professional

Discovering devices

Adding or removing devices

MVP lets you search a network for printers and print servers. You can schedule and configure discoveries to suit your

needs. Once devices are discovered, their locations are stored on the MarkVision Server and they populate the All

Devices folder.

To discover devices, use the Device Discovery Profiles task or the Add Devices task from the All Tasks list, or use Quick

Find from the MarkVision Professional Home screen. Discovery profiles define the range of devices that you want to

discover, and the configuration of the discovery operation. You can create multiple device profiles, for different sets

of devices. Each profile can be saved and reused for future discoveries.

Creating discovery profiles

1 From the MarkVision Professional Home screen, select Device Discovery Profiles from the All Tasks list.

2 Click New, and then type a name for the profile.

3 Click Add to add devices to the Include list.

4 Select the type of address, and then enter the range from which the devices will be included. Specify one or more

of the following:

TCP/IP address, subnet, or

hostname

Type the IP addresses in the dot notation form of x.x.x.x (for example,

192.168.12.34).

TCP/IP address range Type the TCP/IP address range, beginning with the From box and ending with the

To box.

IPX Type the eight-digit hexadecimal network number on which the print server resides

(for example, 000C2194). If the print server resides on the same network as the

MarkVision Server, type 00000000 (zeros) for the network number.

Note: If you do not know the network number of your print server, you can find it

on the print server setup page, under the NetWare settings.

5 Click OK to return the Device Discovery Profiles screen.

The address or address range is now listed under the Include tab.

6 Click Apply.

Discovering devices

1 From the MarkVision Professional Home screen, select Device Discovery Profiles from the All Tasks list.

2 Select a profile from the Device Discovery Profiles dialog.

3 Click Start.

Configuring MarkVision Professional

MVP communicates with the devices included in the selected profile.

Notes:

• To stop a discovery at any time, click Stop.

• The Stop button enables you to cancel the Discovery operation that was last started.

• Performing a discovery that includes all of the devices on a network, requires a large amount of CPU usage.

This could dramatically slow the MarkVision Server.

Including and excluding devices

When creating a discovery profile, you can include or exclude devices in a device range.

1 From the MarkVision Professional Home screen, select Device Discovery Profiles from the All Tasks list.

2 Select a discovery profile from the list.

3 Select the Include or Exclude tab.

4 Click Add or Load.

5 Type the address or address range in the text box, and then click OK.

6 Click Apply, and then click Close.

Saving and loading include or exclude lists

1 From the MarkVision Professional Home screen, select Device Discovery Profiles from the All Tasks list.

2 Select a discovery profile from the list.

3 Select the Include or Exclude tab.

4 Do one of the following:

• To save existing device ranges, click Save. Browse to the desired location, and then click Save.

• to load an existing .List file containing device ranges, click Load. Browse to find the file, and then click

Open.

Note: Include and exclude lists are ASCII, space-delimited text files whose entries must use the following

format: protocol address read-community-name write-community-name (For example: IP

19.59.3.11/24 public public).

5 If loading an include or exclude list, click Start to begin discovery on those devices.

Configuring advanced device discovery

1 From the MarkVision Professional Home screen, select Device Discovery Profiles from the All Tasks list.

2 Click the Advanced tab from the Device Discovery Profiles main window to configure advanced device discovery

features. The following are features that may be customized for an advanced device discovery profile:

3 Click Close.

Configuring MarkVision Professional

Importing and exporting discovery profiles

Importing a discovery profile

1 From the MarkVision Professional Home screen, select Device Discovery Profiles.

2 Click Import.

3 Browse to the discovery profile .xml file.

4 Click Import.

5 Select the new profile from the list, and then click Start to discover devices using the profile.

Note: Click Stop to terminate the discovery operation at any point during discovery.

6 Click Close.

Exporting a discovery profile

Users may export discovery profiles on the MarkVision Server to XML files. These XML files may be imported to the

same MVP server or other MVP servers.

1 From the MarkVision Professional Home screen, select Device Discovery Profiles.

2 Click Export.

3 Type a name for the discovery profile .xml file, and browse to a location to save it.

4 Click Export.

5 Click Close.

Scheduling device discovery

Schedule device discoveries on a regular basis to ensure that the MVP devices list is always current. If the device

discoveries are network-intensive, schedule device discovery for times when network traffic is minimal.

Note: A device discovery profile must be defined before a task can be scheduled for a profile.

1 From the MarkVision Professional Home screen, select Scheduling from the All Tasks list.

2 Click Add to launch the Add Schedule Wizard.

3 Select Device Discovery: Add Devices.

4 Type a description of the event in the text box, and then click Next.

5 Choose a start date and time from the Start time area.

6 Select a frequency from the “Repeat this event area,” and then click Next.

7 Select a discovery profile, and then click Finish.

The task appears in the All Scheduled Events box.

Naming devices

If a custom name is not defined, MVP will name devices according to the first attribute listed under the Device Naming

Rules tab from the Administrative Settings task of the All Tasks list.

Configuring MarkVision Professional

To customize a device name:

1 From the MarkVision Professional Home screen, select Names of Devices from the All Tasks list.

2 Select the device.

3 Type a custom name.

4 Click Apply.

Adding devices

To discover individual or small groups of devices without creating a profile, use the Add Devices task.

1 Select Add Devices from the All Tasks menu.

2 Select device(s) from the list of devices on the dialog, or click Add to enter a new device address, and then click

OK.

3 Select the Advanced tab to reset additional discovery settings.

Note: You can save any new groups of devices that you establish with the Add Devices task as a new discovery

profile by clicking Save as Profile.

4 Click Start to begin the discovery.

Note: You can also select the Exclude tab to select devices from an existing profile that you do not want to

include in the discovery.

5 Click Stop to terminate the current discovery operation.

Viewing device discovery results

After you have performed a device discovery, you can view the discovery results.

1 From the MarkVision Professional Home screen, select Device Discovery Results.

The discovery results contain a series of log entries detailing the discovery.

2 To export the results, click Export.

3 Browse to the location that you want to save the results, and then click Save.

Removing devices from the server

To disassociate devices with a network, remove them from the server's list of managed devices. You may change any

associated discovery profiles to ensure the devices are not discovered the next time the profile executes. There are

multiple methods for removing devices from the server:

• Select the Remove Selected Devices from the server icon.

• Execute the Delete key shortcut to remove selected device(s).

• Use the Remove Devices (Advanced) task to remove all devices or devices associated with a particular discovery

profile.

Configuring MarkVision Professional

To remove devices using the Remove Devices (Advanced) task:

1 From the MarkVision Professional Home screen, select the Remove Devices (Advanced) task from the All Tasks

list.

2 Specify whether to remove all devices or devices associated with a discovery profile.

3 To remove devices associated with a discovery profile, select the profile from the drop-down list.

4 Click Remove to remove all specified devices from the MarkVision Server.

Organizing devices with filters and folders

Creating folders

Create folders to organize and group devices. When possible, create folders based on static conditions or options to

save network resources on larger printer networks.

Notes:

• The All Devices default root folder cannot be deleted. Any user-created folders are listed below the All Devices

folder.

• When organizing a large number of printers based on frequently changing criteria (such as paper jams), we

recommend that you use filters rather than folders. Continuously updating and repopulating folders can

dramatically slow your system.

• The MarkVision Setup wizard (invoked from the MarkVision Setup task) creates a number of default standard

folders built with commonly-used filter conditions.

• Folders based on dynamic conditions—especially when heavily nested—can consume a large amount of

processing bandwidth on the MarkVision Server.

1 From the MarkVision Professional Home screen, select Folder Configuration from the All Tasks list.

2 Select All Devices to create a folder under the root folder, or select a different parent folder.

3 Click New from the Folder window.

4 Type a name for the new folder in the Name box.

5 Add devices to the folder.

Adding devices manually

Use manual selection to add a small number of devices.

a Select the Manual Selection tab.

b Select the device(s) by clicking the check box to the left.

c Click Apply to add the device(s) to the folder.

Configuring MarkVision Professional

Adding devices with filters

Use filters to manage a large number of devices. A filter limits the number of devices visible in a folder to only

those with specified characteristics. Select multiple filter characteristics for an increasingly narrow selection.

a To add devices through the use of filters, select the Filter tab.

b Configure a filter.

6 Click Apply.

Using filters

Filter overview

Limit the number of devices visible in a list or folder to only those with specified characteristics with the Filter task.

Filters can have multiple criteria, allowing for specific device selection. After a folder is created a filter may be applied

to it, or a saved filter may be loaded for use. A folder with no filter contains all the devices of its parent folder. Folders

are hierarchical by nature. A folder may contain at most all of the devices in its parent folder. Filters applied to the

folder will limit the number of devices further.

There are two types of filters:

• Basic—Choose one or more common device characteristics as filter criteria.

• Advanced—Create multiple filter criteria which may require specification in the Value box.

The following are Advanced filter criteria:

– All conditions must be met—Every device must meet every criterion displayed by the filter.

– At least one condition must be met—Devices must meet only one condition displayed by the filter.

– Device Type—Specify which devices to include in the filter. Choose Printer, Print Server, or Any.

Basic filter example

John is in charge of maintaining the printers in his company. He would like to know which ones need attention now

or in the near future. John does the following:

1 John selects Printer from the Device Type list, because he is only interested in printers.

2 From the Select Filter Type list, he selects Status.

3 He then selects the All Errors and All Warnings check boxes.

4 John selects At least one condition must be met.

5 In the Name field, he changes the default name to My Errors and Warnings.

6 John clicks Apply to create and save the filter.

After John applies the filter to a folder, that folder contains only printers displaying an error or warning state. He can

then select another MVP task such as Status of Printer from the All Tasks list to view the new folder see which printers

are currently exhibiting errors or warnings.

Configuring MarkVision Professional

Advanced filter example 1

Mary would like to create and save a filter that only displays monochrome printers with a firmware code level of

1.10.17. To accomplish this, she creates the following Advanced filter:

1 Mary selects Printer from the Device Type list, because she is only interested in finding printers.

2 She then selects the following filter criteria:

Parameter Operation Value

Color Equal To Monochrome

3 She clicks New to create another filter criterion, and then selects the following from the Parameter and Operation

list boxes. She must manually type in the firmware code (1.10.17).

Parameter Operation Value

Printer Firmware Code Equal To 1.10.17

4 Because Mary's printers need to meet both conditions, she selects All conditions must be met from the dialog.

5 Mary clicks Save Filter As to save the filter.

6 In the Name field, she changes the default name to Firmware code check.

After Mary applies the filter to a folder, the folder contains only monochrome printers with a firmware code equal

to 1.10.17.

Advanced filter example 2

John would like to create a filter that displays only printers whose black cartridge has 50 percent remaining print

capacity or less.

1 John selects Printer from the Device Type list.

2 Next, John selects the following filter criteria:

Parameter Operation Value

Cartridge Levels, Black Percentage Less Than or Equal To 50

3 John clicks Save Filter As to save the filter.

4 In the Name field, he changes the default name to Black cartridge check.

After John applies the filter to a folder, the folder contains only printers containing a black cartridge with 50

percent or less remaining print capacity.

Advanced filter example 3

Jane would like to filter devices by conformance with specific created device policies. To create a Device Policy

Conformance filter, Jane does the following:

1 Jane selects the parameter Policy Conformance.

The value will be one of the device policies on the MarkVision Server (unless no policies have been created yet).

2 Next, Jane selects either Is in conformance with or Is not in conformance with for the operation.

Configuring MarkVision Professional

3 Finally, she types Jane's Printer Policy.

Parameter Operation Value

Policy Conformance Is in conformance with Jane's Printer Policy

Only printers that have all values specified in Jane's Printer Policy are visible if this filter is used.

Configuring MarkVision Professional

Using security features in MarkVision

Professional 11.2.1

Overview

The latest suite of security features available in MarkVision Professional (MVP) 11.2.1 represents an evolution in

keeping document outputs safe and confidential in today's busy environments. Incorporating traditional

components such as authentication and group permissions, administrators can use MVP Security Templates to

control access to the devices that produce, store, and transmit sensitive documents. Security templates are an

innovative new tool developed to enable administrators to build secure, flexible profiles that provide end users the

functionality they require, while limiting access to sensitive printer functions or outputs to only those users holding

appropriate credentials. Utilizing soft configuration features alone or in conjunction with physical security such as

Common Access Cards, the printer will no longer be a weak link in the document security chain.

MVP supports many generations of networked print devices. Different generations of devices implement different

mechanisms to allow administrators to protect their devices from unauthorized use of host management software

such as MVP. The security and authentication capabilities of networked print devices may be roughly categorized

into three levels:

• Basic—For these devices, use the Security - Basic Credentials task to store a list multiple device passwords in the

MarkVision Server. MVP will attempt to use the passwords stored in that list to authenticate password-protected

devices until it finds a match. It will enable access to the device if a match is found; otherwise, the name of the

device will be displayed in red.

• Intermediate—For these devices, use the Security - Communication Password task to store a single

communication password for each MarkVision Server. The Communication Password will be used to authenticate

against device Advanced Passwords. Use the Administrative Settings task to configure the security level used by

MarkVision Professional. Use the Synchronize with Server option on the Security - Communication Password task

to ensure that one or more devices are communicating securely using the same password as your MarkVision

Server. Use the Security - Printer Lockdown task to force these devices to communicate securely with host

management software such as MVP.

• Advanced—For next-generation devices that support Building Blocks and the RemoteManagement Access

Control, use the Security - Advanced Credentials task to store a single set of authentication credentials for each

MarkVision Server. MVP will use these credentials to authenticate against these devices. These devices do not

support the MarkVision Communication Password or Printer Lockdown mechanisms, and are unaffected by the

Security Level set in the MVP Administrative Settings task.

Using security features in MarkVision Professional 11.2.1

Understanding the basics

Securing a printer using MVP involves combining one or more components—Authentication, Authorization, and

Groups—to define who is allowed to use the printer, and which functions those users are allowed to access.

Before configuring printer security, it can be helpful to create a plan that identifies who the users will be and what

they will need to do. Items to consider might include the location of the printer and whether non-authorized persons

have access to that area, sensitive documents that will be sent to or stored on the printer, and the information security

policies of your organization.

Authentication and Authorization

Authentication is the method by which a system securely identifies a user (that is, who you are).

Authorization specifies which functions are available to a user who has been authenticated by the system. This set

of authorized functions is also referred to as “permissions.”

MVP handles authentication and authorization using one or more of the following, also referred to as Building

Blocks:

• PIN

• Password

• Internal accounts

• LDAP

• LDAP+GSSAPI

• Kerberos 5

• NTLM

Some Building Blocks, such as Password or PIN, can be used alone to provide low-level security, by simply limiting

access to a printer—or specific functions of a printer—to anyone who knows the correct code. This type of security

might be appropriate in a situation in which a printer is located in the lobby or other public area of a business, so

that only employees who know the password or PIN are able to use the printer. Because anyone who enters the

correct password or PIN receives the same privileges and users can not be individually identified, passwords and PINs

are considered less secure than other building blocks that require a user to be identified, or both identified and

authorized.

Groups

Administrators can designate up to 32 groups to be used in association with either the Internal accounts or

LDAP/LDAP+GSSAPI building blocks. For the purposes of MVP security, groups are used to identify sets of users

needing access to similar functions. For example, in Company A, employees in the warehouse do not need to print

in color, but those in sales and marketing use color every day. In this scenario, it makes sense to create a “Warehouse”

group, and a “Sales and Marketing” group.

Using security features in MarkVision Professional 11.2.1

Access Controls

By default, all device menus, settings, and functions come with no security enabled. Access Controls (also referred

to in some devices as “Function Access Controls”), are used to manage access to specific menus and functions or to

disable them entirely. Access controls can be set using a password, PIN, or security template. The number of functions

that can be controlled varies depending on the type of device, but in some multifunction printers, over 40 individual

menus and functions can be protected.

Note: For a list of individual Access Controls and what they do, see “Menu of Access Controls” on page 156.

Security Templates

Some scenarios call for only basic security such as PIN-protected access to common device functions, while others

require tighter security and role-based restrictions. Individually, building blocks, groups, and access controls may

not meet the needs of a complex security environment. In order to accommodate users in different groups needing

access to a common set of functions such as printing, copying, and faxing, administrators must be able to combine

these components in ways that give all users the functions they need, while restricting other functions to only

authorized users.

A Security Template is a profile constructed using a building block, or certain building blocks paired with one or more

groups. How they are combined determines the type of security created:

Building block Type of security

Internal Accounts Authentication only

Internal Accounts with Groups Authentication and authorization

Kerberos 5 Authentication only

LDAP Authentication only

LDAP with Groups Authentication and authorization

LDAP + GSSAPI Authentication only

LDAP + GSSAPI with Groups Authentication and authorization

NTLM Authentication only

Password Authorization only

PIN Authorization only

Each device can support up to 140 security templates, allowing administrators to create very specific profiles—or

roles—for each access control.

Using security features in MarkVision Professional 11.2.1

Configuring building blocks

Creating or editing a device password (advanced)

MarkVision Professional allows administrators to set up a combined total of up to 250 user-level and

administrator-level passwords on each supported device. Each password must be between 8 and 128 UTF-8

characters, and it must be identified by a unique name (example: “IT Manager's Password”). The unique name should

be between 1 to 128 UTF-8 characters.

1 From the MarkVision Professional Home screen, select Security - Password from the All Tasks list.

2 Select a device.

Note: When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter the

device password to gain access to the device.

3 Add or edit a password for the device:

• Click Add to create a new device password.

• Select a password from the list and click Edit to edit an existing device password.

Notes:

– Select the Admin Password box to create an administrator-level password. If an activity is secured by an

administrator-level password, then only that password will grant access to the activity. Administrator-level

passwords also override any normal password. If an activity is protected by a normal password, then any

administrator-level password will also grant access.

– To delete a password, select a password from the list and then click Delete. Clicking Delete All will delete

all passwords on the list, whether they are selected or not.

Creating a PIN

Typically, Personal Identification Numbers (PINs) are used to control access to specific device menus or to a device

itself. On certain devices, however, MarkVision Professional allows administrators to create a combined total of 250

user-level and administrator-level PINs that control specific activities, such as scanning or copying. These PINs can

later be used to create security templates that control specific function access.

1 From the MarkVision Professional Home screen, select Security - PIN from the All Tasks list.

2 Select devices using the Quick Find or Folders tabs.

Use Ctrl + click and Shift + click to select multiple devices.

Note: When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter the

device password to gain access to the device.

3 Click Add.

4 Type the name of the PIN configuration in the Name box. Each PIN must have a unique name consisting of 1-128

UTF-8 characters (example: “Copy Lockout PIN”).

Using security features in MarkVision Professional 11.2.1

5 Type a four-digit PIN in the appropriate box, and then re-enter the PIN to confirm it.

Note: The indicator light changes to green when the two PIN numbers are identical. When the PIN numbers do

not match, the indicator light remains red.

6 Select Admin PIN if the PIN will be used as the Administrator PIN.

Note: If an activity is secured by a specific Administrator PIN, then only that PIN will grant access to it.

7 Click OK.

Managing multiple PIN setups

1 From the MarkVision Professional Home screen, select Security - PIN from the All Tasks list.

2 Select devices using the Quick Find or Folders tabs.

Use Ctrl + click and Shift + click to select multiple devices.

Notes:

• When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter

the device password to gain access to the device.

• To apply settings to multiple devices, use the Device Policies tasks in MVP. See the MVP User's Guide for more

information about using Device Policies.

3 Select a PIN setup from the list and click Edit.

4 Edit the name or the PIN as necessary and click OK.

Note: The indicator light changes to green when the two PIN numbers are identical. When the PIN numbers do

not match, the indicator light remains red.

5 To delete a PIN setup, select it from the list and click Delete.

Note: Clicking Delete All will delete all currently saved PIN setups.

Using internal accounts

MVP administrators can configure one internal account building block per supported device. Each internal account

can include a maximum of 32 user groups and 250 user accounts. The internal accounts building block can be used

in a security template only after each user's group membership has been defined.

Each security template that uses the internal accounts building block must define the user groups that can access

the function(s) protected by the template. Any user who is a member of the groups included in the security template

can access any function controlled by that security template.

Defining user groups

Before creating new internal accounts for a device in MVP, an administrator should first define at least o ne user group.

To define user groups:

1 From the MarkVision Professional Home screen, select Security - Internal Accounts from the All Tasks list.

2 Select a device.

Using security features in MarkVision Professional 11.2.1

3 Click Setup Groups.

4 Enter names for up to 32 user groups.

Note: Group names have a 128-character limit.

Creating internal accounts

To create an internal account:

1 From the MarkVision Professional Home screen, select Security - Internal Accounts from the All Tasks list.

2 Select a device.

3 Click Add.

Enter information into the necessary fields (required fields are in italics):

• Account Name—Type the user's account name (example: “Jack Smith”). You may use up to 128 UTF-8

characters.

• User ID—Type an ID for the account (example: “jsmith”). You may use up to 128 UTF-8 characters.

• Password—Type a password of between 8 and 128 characters.

• Re-enter Password—Type the password entered in the field above. The indicator light changes to green

when the two passwords are identical. When the passwords do not match, the indicator light remains red.

• E-mail—Type the user's e-mail address (example: “jsmith@markvision.com”).

• Groups—Select the groups to which the account belongs. Hold down the Ctrl key to select multiple groups

for the account.

4 Click OK.

Note: Clicking Reset will cancel all changes before applying them.

Specifying settings for internal accounts

Settings selected in the Internal Accounts Settings section will determine the information an administrator must

submit when creating a new internal account, as well as the information a user must submit when authenticating.

• Require password—Select this box to make the password a required field when creating new internal accounts.

• Require e-mail address—Select this box to make the e-mail address a required field when creating new internal

accounts.

• Required user credentials—Select either User ID or User ID and Password to specify the information a user

must submit when authenticating.

Using Kerberos authentication (advanced)

MVP administrators can store only one Kerberos configuration file (krb5.conf) on a supported device. However, the

krb5.conf file can apply to multiple realms and Kerberos Domain Controllers (KDCs). An administrator must thus

anticipate all of the different types of authentication requests that the Kerberos server might receive, and then

configure the krb5.conf file to handle all such requests.

Using security features in MarkVision Professional 11.2.1

Notes:

• Because only one krb5.conf file is used, uploading or re-submitting a simple Kerberos file will overwrite the

configuration file.

• The krb5.conf file can specify a default realm. However, if a realm is not specified in the configuration file, then

the first realm specified will be used as the default realm for authentication.

Creating a simple Kerberos configuration file

1 From the MarkVision Professional Home screen, select Security - Kerberos (Advanced) from the All Tasks list.

2 Select devices using the Quick Find or Folders tabs.

Use Ctrl + click and Shift + click to select multiple devices.

Note: When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter the

device password to gain access to the device.

3 Type the KDC (Kerberos Domain Controller) address in the KDC Address field.

4 Type the number of the port used by the Kerberos server in the KDC Port field.

Note: UDP 88 is the default Kerberos service port.

5 Type the realm used by the Kerberos server in the Realm field

6 Click Apply to save the information as a krb5.conf file on the selected device, or click Undo to reset the fields and

start again.

Uploading a Kerberos configuration file

1 From the MarkVision Professional Home screen, select Security - Kerberos (Advanced) from the All Tasks list.

2 Select devices using the Quick Find or Folders tabs.

Use Ctrl + click and Shift + click to select multiple devices.

Note: When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter the

device password to gain access to the device.

3 Click Browse to find the krb5.conf file, then click Add.

4 Click Apply to upload the krb5.conf file to the selected device, or click Undo to reset the field and search for a

new configuration file.

Notes:

• Click Delete to remove the Kerberos configuration file from the selected device.

• Click View to view the Kerberos configuration file for the selected device.

• Click Test Setup to verify that the Kerberos configuration file for the selected device is functional.

Configuring LDAP settings (advanced)

Lightweight Directory Access Protocol (LDAP) is a standards-based, cross-platform, extensible protocol that runs

directly on top of TCP/IP and is used to access specialized databases called directories. Its strength is that it can interact

with many different kinds of databases, making it more flexible than many other authentication methods.

Using security features in MarkVision Professional 11.2.1

Notes:

• MVP allows administrators to store a maximum of five unique LDAP configurations on a supported device. Each

configuration must have a unique name.

• Administrators can create up to 32 user-defined groups that apply to each unique LDAP configuration.

• An LDAP building block cannot be deleted if it is being used as part of a security template.

To add a new LDAP setup

1 From the MarkVision Professional Home screen, select Security - LDAP from the All Tasks list.

2 Select devices using the Quick Find or Folders tabs.

Use Ctrl + click and Shift + click to select multiple devices.

Note: When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter the

device password to gain access to the device.

3 Click Add.

4 Enter the appropriate information in the LDAP Configuration dialog:

• Setup Name—This name will be used to identify each particular LDAP Server Setup when creating security

templates.

• Server Address—Enter the IP Address or the Host Name of the LDAP Directory Server where the

authentication will be performed.

• Server Port—The port used by the local computer to communicate with the LDAP Directory Server. The

default LDAP port is 389.

• Use SSL/TLS—Select SSL (Secure Sockets Layer), TLS (Transport Layer Security), or None.

• Userid Attribute—Enter the name of the attribute that uniquely identifies users. For example, type cn or

userid, where cn stands for “common name.” A user-defined attribute name is also acceptable in this field.

• Mail Attribute—Enter the attribute name of the user's e-mail address.

• Full Name Attribute—Enter the attribute name of the user's full name.

Note: The Mail Attribute and Full Name Attribute fields are available only on MFPs.

• Search Base—The Search Base (sometimes called the Distinguished Name, or DN) is the node in the LDAP

Directory Server where user accounts exist. Multiple search bases may be entered, separated by semi-colons.

Notes:

– A Search Base consists of multiple attributes—such as cn (common name), ou (organizational unit), o

(organization), c (country), or dc (domain)—separated by commas.

– For LDAP v3 and later, the Search Base field can be left blank, although it will cause searches to take

considerably longer.

• Search Timeout—Enter a value of from 5 to 30 seconds.

• Required User Input—Select either User ID or User ID and Password to specify which credentials a user

must provide when attempting to access a function protected by the LDAP building block.

• Anonymous LDAP Bind—If selected, MVP will bind with the LDAP server anonymously, and the MFP

Distinguished Name and MFP Password fields will be grayed out.

• MFP Distinguished Name—Enter the distinguished name of the print server(s).

Using security features in MarkVision Professional 11.2.1

• MFP Password—Enter the password for the print server(s).

Note: You should include values in the “MFP Distinguished Name” and “MFP Password” fields if the LDAP

server does not allow anonymous binds. The device will bind to the LDAP server using these credentials so

that it can search the LDAP directory.

• Person—Click to select or clear. When selected, the “person” object class is used to search user accounts. If

the server uses different object classes, specify them in the “Custom Object Class” field below.

• Custom Object Class—Click to select or clear; the MVP administrator can define up to three custom search

object classes.

Note: If you are unsure about the object classes that the LDAP server uses, type an asterisk (*) in the field

to conduct a wildcard search for all available object classes.

• Configure Groups—MVP administrators can restrict access to specific groups by entering identifiers for those

groups (such as the group's common name). Up to 32 groups may be specified.

Notes:

– The Group search base should be specified first (Example: ou=empgroup,dc=orange,dc=com).

– The shortname for the group can be user-defined (Example: “staff”).

– The Group Identifier is the group's Common Name (cn) (Example: cn=staff).

5 Click OK to save changes, or click Reset to return to previous values.

To edit an existing LDAP setup

1 From the MarkVision Professional Home screen, select Security - LDAP from the All Tasks list.

2 Select devices using the Quick Find or Folders tabs.

Use Ctrl + click and Shift + click to select multiple devices.

Note: When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter the

device password to gain access to the device.

3 Select a setup from the list.

4 Click Edit.

5 Make any changes in the LDAP Configuration dialog.

6 Click OK to save changes, or click Reset to return to previous values.

To delete an existing LDAP setup

1 From the MarkVision Professional Home screen, select Security - LDAP from the All Tasks list.

2 Select devices using the Quick Find or Folders tabs.

Use Ctrl + click and Shift + click to select multiple devices.

Note: When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter the

device password to gain access to the device.

3 Select a setup from the list.

Using security features in MarkVision Professional 11.2.1

4 Click Delete.

5 Click Yes.

Note: Click Delete All to delete all LDAP + GSSAPI setups in the list.

To validate an existing LDAP setup

1 From the MarkVision Professional Home screen, select Security - LDAP from the All Tasks list.

2 Select devices using the Quick Find or Folders tabs.

Use Ctrl + click and Shift + click to select multiple devices.

Note: When a device managed by MVP is not supported by a specific task, its name will appear with a black line

through it in the Quick Find or Folders tabs. Password-protected network devices are displayed in red. Enter the

device password to gain access to the device.

3 Select a setup from the list.

4 Click Test Setup.

Configuring LDAP + GSSAPI settings

Some MVP administrators may prefer authentication to an LDAP server using GSSAPI (Generic Security Services

Application Programming Interface) instead of simple LDAP authentication because the transmission is always

secure. Instead of authenticating directly with the LDAP server, the user will first authenticate with a Kerberos server

to obtain a Kerberos “ticket.” This ticket is then presented to the LDAP server using the GSSAPI protocol for access.

Notes:

• MVP allows administrators to store a maximum of five unique LDAP + GSSAPI configurations on a supported

device. Each configuration must have a unique name.

• Administrators can create up to 32 user-defined groups that apply to each unique LDAP + GSSAPI configuration.

• An LDAP + GSSAPI building block cannot be deleted if it is being used as part of a security template.

To add a new LDAP + GSSAPI setup

1 From the MarkVision Professional Home screen, select Security - LDAP + GSSAPI from the All Tasks list.