Xerox Device Agent User Guide
Software Version 5.1November, 2014 Xerox Device AgentUser Guide
2014 Xerox Corporation. All rights reserved. Xerox and Xerox and Design aretrademarks of Xerox Corporation in the United States and/or other countries. BR9833Other company trademarks are also acknowledged.Document Version: 5.1 (November 2014)Revision HistoryVersionDateDescription5.0July 2014Rewritten for clarity; proxy consolidation updates1.1April 2013Operating System: Added Windows 7 Home EditionRemoved Windows 7 2008 r2 Domain Controller supportMemory: Removed Windows 2012 Domain Controller support
Table of ContentsIntroduction . 1Product Overview . 1Data security. 1Using this Guide . 2Getting Started . 3Checking the Requirements . 3Hardware and Software . 3Unsupported Configurations . 4Database Configurations . 4Installing the Software . 4Uninstalling the Application . 9Automatic Updates . 9Configuring the System . 11Overview . 11Using the Configuration Wizard . 11Registering the Account . 11Searching for Printers . 22Opening the Application . 25Using the Interface . 26Overview . 26Understanding the Screens . 27Viewing the Printers Screen . 27Viewing the Synchronize Screen . 35Viewing the Settings Screen. 36Using the System Tray . 36Resizing the Application . 37Working with Printers . 38Overview . 38Adding a Printer. 38Adding Printers by IP Address or DNS Name . 38Adding Multiple Printers. 39Xerox Device Agent User Guideiii
Table of ContentsAdding a Direct Printer . 41Deleting a Printer . 42Exporting the Printer List . 42Viewing Printer Properties . 44Checking the Status . 45Checking Consumables. 47Viewing Printer Information . 48Understanding Printer Features . 50Viewing Transmitted Meters Usage . 52Checking the Usage Summary . 53Viewing the Usage Counter Details . 54Synchronizing the Data . 56Overview . 56Using the Details View . 57Using the Data View . 58Configuring the Settings . 60Overview . 60Working with the Views . 60Using the Search View . 61Viewing the Status Read . 66Viewing the Local Alerts . 67Viewing the Remote Alerts . 70Working with Administrator Settings . 70Changing the Language . 72Working with Automatic Updates . 74Viewing the Log . 77Gathering Information for Support . 77Troubleshooting . 78ivXerox Device Agent User Guide
IntroductionProduct OverviewThe Xerox Device Agent enables Xerox to monitor and assess output devices on yournetwork, and provides continuing asset management information. Xerox Device Agent isa Microsoft Windows device management client that uses Microsoft SQL Server CEEdition to provide automated device meter, supplies, and status retrieval and submissionto Xerox Services Manager, and proactive alert monitoring for automatic incidentcreation and problem resolution. Xerox Services Manager is a web-based applicationthat provides a single point of management for your enterprise’s output devices, supplies,and service-related incidents to help you manage costs and increase device and userproductivity. Xerox Device Agent features a built-in alert detection system that can warnyou when certain conditions exist in monitored devices. It can: Discover network-connected printers Monitor for status and alert conditions and notify via e-mail when they occurData securityXerox Device Agent communicates periodically with Xerox Services Manager. Toensure maximum security for your data, Xerox Services Manager is hosted in an ISO27001-compliant facility. Data sent to your partner is primarily printer-specific billingcounters, supply levels and printer alerts. Data is compressed, encrypted and protectedby several mechanisms: Xerox Device Agent initiates all contact with Xerox Services Manager and standardfirewall configurations on the site are required to enable communication. Xerox Device Agent requires a valid proxy, if one is required for Internetcommunication. Xerox Services Manager data server sits behind a secure firewall and is notaccessible from the Internet Xerox Services Manager user interface access requires authentication. Xerox Device Agent information is stored in an account specific to the customer site and theaccess to that account data in Xerox Services Manager is restricted to the Xerox Services Manager account managers. All Xerox Services Manager communication is logged and available for viewing.Data sent from your partner to your networked devices consists primarily of remotecommands that allow an account support administrator to request Xerox Device Agentcommand execution.Xerox Device Agent User Guide1
Introduction Requests principally involve firmware updates, printer reboots, test page printing andcurrent device status refreshes. Xerox Device Agent periodically polls its Xerox Services Manager account forcommand requests. Operations results from command requests are sent to the Xerox Services Managerserver, where they are reviewed.Using this GuideThis guide is intended for users installing Xerox Device Agent.2Xerox Device Agent User Guide
Getting StartedGetting StartedChecking the RequirementsBefore you can start using the client software, you must ensure that the requirementsdescribed in the following sections are in place.Hardware and SoftwareThis section describes the hardware and software requirements necessary for runningthe client software.ItemRequirementOperating System: (32- and 64bit) Windows XP Professional with Service Pack 3 Windows Server 2003 with Service Pack 2 Windows Server 2008 with Service Pack 1 and 2008 R2with Service Pack 1 Windows Server 2012 Windows 7 Professional, Home Edition, and Ultimate Windows 8 Windows 8.1 Windows Vista Service Pack 2 Professional and Ultimate Microsoft .NET framework 3.5 with Service Pack 1 installedMemory 512 MB RAM (1 GB Recommended) for Windows XP andWindows Server 2003 1 GB RAM (1.5 GB Recommended) for Windows Vista ,Windows 7 Professional, Windows 8, Windows Server 2008, 2008 R2, 2012, and Windows 2003, 2008, 2008 r2Processor 1.7 GHz processor or betterHard Disk Minimum free space is approximately 380 MB, where 280MB of that is for the Microsoft .NET 3.5 SP1 frameworksoftware, if not previously installed. Minimum Resolution: 1024x768Permissions You must install the application software on the clientcomputer using the administrative account or an accountwith administrative privileges.Internet connection RequiredXerox Device Agent User Guide3
Getting StartedNotes It is recommended that you update your host computers with the latest criticalpatches and service releases from Microsoft Corporation. The Network Transmission Control Protocol/Internet Protocol (TCP/IP) must beloaded and operational. Requires SNMP-enabled devices and the ability to route SNMP over the network. It isnot required to enable SNMP on the computer where Xerox Device Agent will beinstalled or any other network computers. You must install Microsoft.NET 3.5 SP1 before you install the application. The application should not be installed on a PC where other SNMP-basedapplications or other Xerox printer management tools are installed, since they mayinterfere with each other’s operation.Unsupported ConfigurationsThis section describes the configurations that are not supported. Installation of the application on a computer with another Xerox device managementapplication, such as Xerox Device Manager Any version of Macintosh operating system, UNIX operating systems, Linux operating systems, Windows NT 4.0, Windows Media Center, and Windows 2000 Since this application has only been tested on VMware Lab Manager/workstationenvironment, other virtual environments are not supportedDatabase ConfigurationsThe application installs SQL Server 2005 Compact Edition (SQL CE) database engineand database files that store printer data and application settings within the installationdirectory. No database licensing is necessary for the application.Installing the SoftwareIn this section, you will learn how to: Install the software Change the destination folder location of the applicationNote Before installation, disable the Sleep and Hibernation modes to allow the applicationto collect and transmit meter information.To install the software:1. Log in as an administrator.2. Double-click the installation file. The Select Language screen displays.4Xerox Device Agent User Guide
Getting StartedNoteIf you do not have Microsoft.NET 3.5 SP1, the installer displays an error messageprompting you to install .NET 3.5 SP1 before you continue with installation. You candownload the .NET 3.5 SP1 framework from the Microsoft Web site.3. Verify that the correct language is highlighted.4. Click Install. The License Agreement displays.5. Click View ReadMe. The ReadMe file displays.6. Select the I am authorized to accept, and accept, the terms of the licenseagreement radio button.NoteIf you are performing a manual update of the application and you have the currentversion of the application open, you are prompted to accept the EULA. You only seethis prompt if the EULA has changed since the last software release.Xerox Device Agent User Guide5
Getting Started7. Click Next.If you are upgrading from a previous version or had a previous version of theapplication installed and you did not remove the database when uninstalling, theDatabase Options screen displays.8. Select one of the following:–Use Existing Database if you want to upgrade using the information from yourcurrent database, and if the last installation was for the same account and wasproperly configured for the new installation.–Create New Database if you want to create a new database. With this option,the application backs up your current database, but you still need to configure theapplication and search for printers again in order to populate your new database.Use this setting if the account used for the previous installation is unknown,different than the new account or configuration, or if you want to start with a cleaninstallation with default settings.9. Click Install. The Installation Options screen displays.6Xerox Device Agent User Guide
Getting StartedNoteIf you are installing the application on an operating system in a language other thanEnglish where the "Program Files" directory name is localized, the default installationpath is displayed in English. The application, however, installs at the correct localizeddirectory for your selected language.10. Do one of the following:a. To accept the default location for the Destination folder, click Next(recommended).b. To change the default location, click Change. The Browse for Folder dialog boxdisplays.c.Navigate to and select the desired folder or create a new one.d. Click OK. The dialog box closes.NoteYou cannot install your application in the root directory.Xerox Device Agent User Guide7
Getting StartedYou are back at the Installation Options screen.11. Click Next. The Installing Xerox Device Agent screen displays, indicating theprogress of the installation, after which the Install Completed screen displays.12. To launch the application immediately, leave the check box saying “Launch Xerox Device Agent now” selected, and click Finish (Recommended). The ConfigurationWizard displays.NoteIf other applications are running on your computer, you might experience a delayfrom the time installation concludes and the Configuration Wizard begins. See theRegistering the Account section in the Configuring the System chapter for moreinformation.To launch the application later, de-select the check box and click Finish. See theRegistering the Account section in the Configuring the System chapter for moreinformation.Notes:You must complete the Configuration Wizard after installation. See Configuring theSystem, starting on page 11, for further information.You can click Cancel on any screen during the installation. A dialog box displaysasking you to confirm the cancellation. If you click Yes, the Install Failed! screendisplays, indicating that the application remains uninstalled. Click Finish. To installthe application, you need to run the installer again.8Xerox Device Agent User Guide
Getting StartedUninstalling the ApplicationNote:This is an optional feature that allows you to uninstall the database when you uninstallthe application.If you decide to uninstall the application, the Uninstall Options screen displays.1. Select one of the following:–Do not remove the database if you want to preserve your current database.–Remove the database if you do not need to preserve your current settings for afuture installation. This removes the active database and any future installationcreates a new database at the time of installation. If there are any databasesbacked up during the installation as part of the Database Options, they are notremoved.2. Click Continue.Automatic UpdatesThe application supports automatic update. When a newer version of the application isreleased, it is loaded on the Auto Update server, which the application can connect to.The application contacts the Auto Update server at: Scheduled intervals that you specify in the Updates section of the Settings area Application startup, if the schedule is in the past Your request, from the Updates section of the Settings areaThe server identifies if there is a newer version available for download.If you set the application to prompt you when updates are available, or if you clicked tocheck for updates, the application asks you to confirm whether or not you want to updatethe application. If you select No, the existing installation of the application continues operating aspreviously. If you select Yes, the application proceeds automatically to:–Download the new installer–Run the new installer (which closes the application if it is open)–Uninstall the older version and install the newer version–Run the new version of the application that was just installedXerox Device Agent User Guide9
Getting StartedNotes: If you are updating the application, but you decide to cancel the installation process,you must run the installation setup file again to complete the installation. 10Depending on where you cancelled the update in the installation process, you couldend up with an unusable application.Xerox Device Agent User Guide
Configuring the SystemConfiguring the SystemOverviewYou must complete a minimum set of requirements in the Configuration Wizard afterinstallation, according to your site requirements, to use the application.The Configuration Wizard is divided into two sections: Register the Account: Enables communication between the application and Xerox Services Manager. Search for Printers: Allows you to find a printer or printers for the application tomanage and monitor.Using the Configuration WizardThis section describes the features you can construct with the Configuration Wizard.Registering the AccountIn the Register the Account section, you can: Enter the administrator name, phone number, and e-mail address Enter the application registration information Modify the system name, if applicable Validate the default registration URL that is displayed, and modify if necessary Configure proxy server and security settings for Internet connectivity Modify synchronization settings, if applicableStarting the WizardIf you launch the application immediately after installation, the Install Completed screencloses, and the Configuration Wizard automatically starts. If you did not launch theapplication immediately after installation, you can access the Configuration Wizard in oneof the following ways: Double-click the application icon on the desktop: Navigate to the program from the Start menu Right-click the tray icon in the System Tray and select Open.Xerox Device Agent User Guide11
Configuring the SystemTo configure the system:1. Launch the
Xerox Device Agent User Guide 1 Introduction Product Overview The Xerox Device Agent enables Xerox to monitor and assess output devices on your network, and provides continuing asset management information. Xerox Device Agent is a Microsoft Windows device management client that uses Microsoft SQL Server CE Edition to provide automated device meter, supplies, and status retrieval .
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