PagePack™ Software Reference Guide

_____________________________________

V 1.2

2

PagePack™ Software - Table of Contents

Section 1 - Service Contract Ordering Tool (SCOT) ………………………………...... 3

Order a New Contract ……………………………………………………………… 4

New Client ………………………………………………………………………… 5

Serial Number …………………………………………………………………….. 6

Contract Details .…………………………………………………………………... 7

Select Payment Type ……………….……………………………………………... 8

Validate Contract …………………………………………………………………. 9

Contract Confirmation ……………………………………………………………. 10

Section 2 - PagePack™ Assistant Installation Process .………….…………………... 11

Part 1 – The InstallShield Wizard ………………………………………………… 12

Part 2 – The Configuration Wizard ……………………………………………….. 16

Section 3 - PagePack Assistant – Operation ……………………….…………………. 18

Home Screen ……………………………………………………………………… 19

Registered Printers – Printer Details ……………………………………………… 20

Advanced – Status Tab ….………………………………………………………… 21

Advanced – Other Printers Tab …….……………………………………………... 23

Advanced – Find More Printers Tab ……….……………………………………... 24

Advanced – Communications Tab ………………………………………………... 26

Advanced – Contact Information Tab …………………………………………….. 27

Section 4 - Customer Portal Operation ….………………...………………………….. 29

Order Supplies …………………………………………………………………….. 30

Request Service …………………………………………………………………… 37

View Last Meter Read …………………………………………………………….. 40

Appendix – PagePack Assistant Requirements and Software Installation ..………… 42

3

Section 1 - Service Contract Ordering Tool (SCOT)

The Xerox Service Contract Ordering Tool, also known as the SCOT Tool, is the online, web-based application used by the PagePack™ Authorized Partner to order a PagePack Contract for a PagePack device. The Partner uses a web browser to access their Partner website then the Partner clicks on the SCOT link. A login screen appears and the Partner signs in to the tool with their SCOT Username and Password that has been provided by Xerox. The SCOT home screen appears as follows:

The Partner has the options of choosing a New Service Contract, see the current Price List, view list of My Clients, check My Account, view Reports, and Contact PagePack Program. A Log Out link is provided once the Partner has completed activity with the Xerox Contract Ordering Tool.

4

Order a New Contract Clicking on either the New Service Contract or Order a New PagePack Contract links opens up the list of current clients, if any, for the Partner. The Partner can select an existing client for which to add a PagePack Contract or a New Client.

For a New Client, select the New Client button the click on the Select Client button. Otherwise, select the existing client address or New Address for client and then click on the Select Client button.

5

New Client When a New Client has been selected, the Client Details screen appears for the Partner to enter the client address and contact information.

Enter the Client Address information along with the Client Contact data. Click the Submit Client Details button to continue to the Serial Number screen.

6

Serial Number The Serial Number screen appears for the Partner to enter the serial number of the device to be placed under a PagePack Contract. The serial number must be known to continue. If it is not then the contract cannot be completed and the Partner should log out of the SCOT tool. Once the serial number has been determined, the SCOT tool can be used to complete the PagePack Contract order.

Enter the serial number then click Submit Serial to continue to the Contract Details page.

7

Contract Details The PagePack Contract term, 1 Year or 3 Years, along with the Contact Start date are selected on the Contract Details screen. The monthly base rate, number of pages included per month for Color and/or Black/White, and the overage charges also appear on the Contract Details page.

The Partner selects the length of the PagePack Contract and the Contract Start Date. The Contract Start Date allows the Partner up to 8 days to start the PagePack Contract, as it may take several days for the device to be installed and setup at the Customer’s site. Click the Continue button to proceed to the Validate Contract page.

8

Select Payment Type For Partners who are on Credit Card terms, the Select Payment Type screen appears so the Partner can designate which Credit Card is to be used as payment for the PagePack charges on this serial number. Use the drop down menu to select which credit card to associate with this device. The credit card type, e.g., Visa, and the last 4 digits of the credit card will be displayed. For more information on the Partner credit card account, select the My Account link in the blue bar at the top of the page. Note that only the last 4 digits of the credit card number are displayed. Account maintenance is performed on the My Account screen.

9

Validate Contract A summary page is presented for the Partner to verify that the Client Address, Client Contact, and PagePack Contract Details are all correct before submitting the contract. Edit buttons are provided should any of the three areas need changing prior to submitting the contract.

When the contract data has been confirmed, the Partner clicks on the Submit Contract button to complete the PagePack Contract order.

10

Contract Confirmation The Contract Confirmation screen appears indicating that the contract data has been received and a confirmation email will be sent once the contract has been created. It is recommended that the screen is printed for record of the contract order. The SCOT Registration ID information, outlined in gray, is required when the PagePack Assistant software is installed. This data, e.g. GEARYGEA1085-825, will be entered during the Configuration Wizard section of the PagePack Assistant software installation. The data is entered into the SCOT Registration ID field.

The SCOT Contract ordering process is completed. Repeat for additional PagePack Contracts then Log Out when finished with all contract ordering.

11

Section 2 - PagePack™ Assistant Installation Process Locate the PagePack Assistant setup.exe file and double-click on it to begin the first part of the installation process which is the Install Shield Wizard. This file is provided by the Partner and may be on CD, USB Flash Drive, or available from the Partner web site. The setup.exe file size is approximately 14MB and requires approximately 35MB of hard disk space.

There are two parts to the PagePack Assistant software installation – the Install Shield Wizard which copies the PagePack Assistant software onto the PC and the Configuration Wizard which is used to customize the PagePack Assistant software with Customer information. Since the PagePack Assistant software requires Microsoft® .NET Framework v2.0, if this software has not already been loaded onto the PC, the installation process will download, install, and configure the .NET Framework to run with the PagePack Assistant. If the .NET Framework installation is required, a screen displays indicating Microsoft .NET Framework is being configured. This installation and configuration takes up to 10 minutes to complete, depending upon the network connection speed and PC speed. Microsoft MDAC – Microsoft Data Access Components – may also need to be downloaded if not present on the PC. The Microsoft .NET Framework 2.0 Redistributable file is also available on the Microsoft website at http://www.microsoft.com/downloads/details.aspx?familyid=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=en. Here is the url link to the Microsoft MDAC v2.8 Quick Details page to download the software: http://www.microsoft.com/downloads/details.aspx?FamilyID=6c050fe3-c795-4b7d-b037-185d0506396c&DisplayLang=en#QuickInfoContainer It is also recommended that any available Service Packs should also be downloaded and installed.

12

Part 1 – The InstallShield Wizard Prior to installing the PagePack Assistant software, disable any Anti-virus software that may be running as it could interfere with the installation. Also ensure that the firewall software allow communications through Port 80 (HTTP), Port 443 (HTTPS/SSL) and Port 22 (SFTP/SSH). After double-clicking on the setup.exe file, the Install Shield Wizard will launch. The time to display the initial screen will vary, depending upon the media source. If the setup.exe file has been loaded to the hard drive, it will launch quicker than if the setup.exe file is run from a CD or USB Flash Drive. Running the setup.exe file over a network may vary significantly depending on various factors. Normal launch time is 5 to 10 seconds, but may take up to two minutes.

13

The Install Shield Welcome Screen appears. Click Next> to continue.

The PagePack Assistant Software License Agreement is displayed. Read the agreement, select “I accept the terms of the license agreement” then click on the Next> button to proceed. It can also be printed.

14

Browse to the folder into which the software will be installed or accept the default folder within C:\Program Files.

The ‘Ready to Install the Program’ screen is displayed. Click Install> to begin installing the software.

15

Various screens are displayed during installation which takes approximately 1-2 minutes.

Click Finish when the Install Shield Wizard screen is displayed. After a few seconds the Configuration Wizard will launch to complete the second half of the PagePack Assistant software installation.

16

Part 2 – The Configuration Wizard The Configuration Wizard may take up to two minutes to display the initial Configuration Wizard screen after the Install Shield Wizard screen closes.

Click Next> to continue. Enter the information about the Customer Company. The SCOT Registration ID field is provided by the Partner and must be entered exactly as shown in the PagePack Contract notification email sent to the Partner. In this example, ‘GEARYGEA1085-825’ is the SCOT Registration ID provided by the Partner.

17

Click on the Next> button to continue. The Configuration Wizard will continue by communicating with the Server. If the PagePack Communication Server.

If a proxy server is being used then a screen appears indicating that the communication failed and a Proxy Server configuration screen is displayed. Enter the Proxy Server information and continue. When communication has been properly established the last Configuration Wizard appears.

Click Finish to complete the PagePack Assistant software installation process.

18

Section 3 - PagePack Assistant - Operation The PagePack Assistant is used for two main functions. The first is to automatically send PagePack Device page counts/meter reads to the back office software. The page counts/meter reads information is sent once a day and it does not require any interaction by the customer. The second function is to provide access to the Customer Portal for Ordering Supplies, Requesting Service, and Viewing Last Meter Reads for the registered PagePack Devices. The PagePack Assistant home screen displays the PagePack Devices and the links to the Customer Portal. An Advanced button is provided for addition configuration but is normally not used by the customer or Partner other than during a one-time configuration. The PagePack Assistant runs in the background as a Service and its icon will be displayed in the System Tray, typically at the lower right of the screen. The PagePack Assistant icon is a yellow circle with gray outline and a red meter needle:

Right-click on the icon to show PagePack Assistant Popup Alert options or to Exit and close the PagePack Assistant:

Click on Status to display the PagePage Assistant home page. Note: Double-clicking on the PagePack Assistant will also display the PagePack home screen. Selecting Configuration Wizard will rerun the Configuration Wizard part of the installation. Popups are alert message which appear at the bottom right of the screen. These alerts show statuses such as there is No Paper in Tray 1 or Low Toner. By default, the Popup alerts remain on until the operator closes the popup window. To have the Popups display for a short period then fade away, click on Show Popup Until Clicked. To disable the Popup alerts, click on Show Popups. Click on Exit to close the PagePack Assistant. If the PagePack Assistant has been closed in this manner, it can be re-launched by going into Start – Programs. Navigate through the programs to find the PagePack Assistant file then double-clicking on it. The PagePack Assistant icon will again be displayed in the System Tray. Double-click the icon to display the PagePack Assistant home screen or right-click on the icon and select Status to display the PagePack Assistant home screen.

19

Home Screen The PagePack Assistant home screen displays registered PagePack Devices and the links to Order Supplies, Request Service, and View Last Meter Read. The Advanced button at the lower right of the screen is used to configure additional settings and view additional information. The Partner’s logo is prominently displayed at the top of the home screen.

The Registered PagePack Devices will display in the upper window on the page. In this case, 3 devices have PagePack registered contracts and have been discovered on the network. The Advanced button is used to display additional screen tabs. The other tabs are Status, Other Printers, Find More Printers, Communication, and Other Information.

20

Registered Printers – Printer Details Clicking on a Registered PagePack device will open the Printer Details page for that machine. Additional information on the printer details page includes Billing Meters & Usage Counters, Alert Details, and Consumables data along with access to the inbuilt printer webpage (CentreWare Internet Services webpage). A Test print can also be sent to the printer from the Printer Details page for troubleshooting purposes.

21

Advanced - Status tab The PagePack Assistant Registration Status is displayed in the top window. If there is not a green checkmark icon, click the Check Registration button to verify registration. The Communication Status window shows the status of the last communication with the PagePack Server and the time of the next communication attempt. This normally occurs once a day but can be configured when customizing the PagePack Assistant software. Click Send Now for the PagePack Assistant to send to the server the data that it currently stores. The Communication Log button is used to display the communication status

22

Check Registration

Send Now

Communication Log

23

Advanced – Other Printers Tab Printing devices that are identified during the PagePack Assistant discovery process are displayed in the Other Printers tab. No information about these printers is passed back to the PagePack Server and is only locally contained in the PagePack Assistant. When a PagePack device has been registered, the PagePack Assistant software compares the serial number of the registered printer with the devices in the Other Printers (discovered) tab. When a match occurs, the device is moved from the Other Printers list into the Registered PagePack devices, shown on the PagePack Assistant home screen. Devices from the local network subnet are shown along with any additional devices discovered as manually entered in the Find More Printers tab.

The next section describes the process to discover additional printing devices by specifying either individual IP Addresses or additional Subnet Addresses. The devices can be for any IP Address that can be discovered on the network, even if the device is not local. This is beneficial if the customer wants to have one location monitoring all PagePack devices in the company. The only criteria is that the IP Address(es) must be accessible from the PC running the PagePack Assistant software. If those desired devices cannot be discovered by the PagePack Assistant then another PagePack Assistant software would need to be installed on the network that can see the other devices.

24

Advanced – Find More Printers Tab For addition printer discovery, by Subnet or by individual IP Addresses, the Find More Printers tab is used. There are two windows on the Find More Printers screen. One shows the last discovery date and the other window allows the user to specify SNMP Community Names.

The Specify More Printers button is used to specify additional Subnet or IP Addresses for discovery. The PagePack Assistant will perform a discovery for the single IP Address that has been specified or will search the Subnet Address specified for printing devices. The Other Printers list will be populated with the newly discovered devices, if any.

25

After clicking on the Specify More Printers button, enter an individual IP Address when the Single IP Address button has been selected otherwise enter a Subnet address, e.g. 192.168.12.255, when the Subnet Address has been selected.

To change SNMP parameters, click on the Edit Community Names button. Click on the [New] entry and enter the desired Community Name. When finished adding new Community Names click on the OK button to save. Click on the Cancel button to cancel the changes.

26

Advanced – Communications Tab The Communication tab allows the user to set email or popup notifications for messaging. If email notification is selected, the Email parameters need to be set. Proxy server setup is also available on the Communication tab.

The Messaging window is used to select which messages, if any, will be displayed as Popup alerts and/or email notifications. If email messaging is enabled then the E-Mail window is used to specify the SMTP server to be used for the notification, the SMTP port, and the destination email address(es). Use a semicolon (;) separator to specify multiple email addresses for notification. If SMTP Security is required, then the Domain\Username and Password fields will need to be completed. If a proxy server is needed, these fields will normally be needed during the Configuration Wizard setup. Enter the Proxy Server name and Proxy Server Port needed. If required, Proxy Security Domain\Username and Password data will need to be entered.

27

Advanced – Contact Information Tab The Contact Information screen is used to view the Partner contact information which can be edited. Information about the PagePack Assistant software is also available via the About button.

If the Partner information changes, then click the Edit Settings button to make the appropriate changes and update the Partner contact data.

28

The About button is used to display information about the PagePack Assistant, particularly the version number.

Access to the Customer Portal The Customer Portal is accessible from each tab of the PagePack Assistant software to Order Supplies, Request Service, or View Last Meter Read. Clicking on the desired link opens the default web browser to the Customer Portal login screen. The users login credentials, Username and Password, must be entered to display the requested activity screens.

29

Section 4 - Customer Portal Operation

Order Supplies, Service Request, View Last Meter Read The Customer Portal is accessible via links at the bottom of each PagePack Assistant tab page. The choices are to Order Supplies, Request Service, and View Last Meter Read. These choices apply for each Registered PagePack Device shown on the home screen of the PagePack Assistant software. Clicking on any of the three links opens the default web browser and displays the Customer Portal Login screen:

Enter the Username and Password that has been sent via email from ‘XSM Application Email’. The original password is temporary and will need to be changed at first login. Both the Username and Password are case-sensitive. Click on the ‘Forgot your User Name or Password?’ link access if the Username and Password entered display an error message. An email will be sent to the PagePack Team who will be engaged to resolve the login issue.

30

Order Supplies When the Order Supplies link is clicked on the PagePack Assistant and the user successfully enters the Username and Password on the Login screen, the following page is displayed, showing the PagePack Registered devices for which supplies can be ordered. Select Device screen

Select the device for which supplies need to be ordered by clicking the circle to the left of the Asset Number. The Supplies Ordering screens will allow the user to go back and select additional devices for ordering supplies. Once the device is selected then click on the Add Supplies => button to proceed to the consumables selection screen.

31

Add Supplies for Selected Device

The user enters the desired quantity for each supply item. There is a maximum quantity of 3 for most supplies, but some items, such as the Maintenance Kit, are limited to a quantity of 1 as they are higher page life consumables. Once the quantities are entered then click on the Add to Shopping Cart => button. If this is the wrong device, then the <= Select Another Device button can be selected to choose the correct device.

32

Shopping Cart

The Shopping Cart is displayed for confirmation. The user should verify the device serial number and the consumables quantities to ensure that they are correct. If a change needs to be made, edit the Quantity amount then click the Recalculate button at the lower left of the Shopping Cart screen. Other options are to + Add More Supplies or X Remove. + Add More Supplies – Returns to the Add Supplies page so the user can enter additional quantities for the desired consumables X Remove - Removes all supplies for the selected model. If this was the only device selected then the shopping cart will be empty. To order supplies for another PagePack device, click on the <= Select Another Device button to return to the Device Selection screen. Otherwise, click on the Checkout => button to proceed.

33

If other devices are selected then the Shopping Cart will show all devices and the consumables being requested as shown below. Supplies for a WorkCentre C2424 and a Phaser 4500 have been selected.

Shipping is by Air Freight. Click on the Checkout => button to proceed to the Checkout screen and complete the Order Supplies request.

34

Checkout Confirm/Edit the shipping information on the Checkout screen prior to submitting the Supplies Order request. Click on the Submit Order button when the information is correct. The Cancel button can be selected to cancel the order.

If the User information needs to be edited, or the user Password needs to be changed, click on the Edit My Profile button.

35

Edit My Profile

Once the information has been entered as desired, click the Save button to close the window. Select the Cancel button to ignore changes made to the Customer Information. Closing this screen will return to the Checkout screen.

36

Order Confirmation with Invoice Reference Number

Invoice/Incident A029924 has been submitted for processing. A copy should be printed out as a record or for future reference The Supplies Ordering process is now complete.

37

Service Request Service Requests can be submitted by the end user via the PagePack Assistant. If the Partner is an Authorized Service Provider (ASP) then the customer should contact the Partner directly for service. Service Requests that require an onsite technician visit will be assigned using the normal Xerox service process and the Partner cannot be guaranteed to get the call through Xerox. It is recommended that a ‘Call for Service’ sticker or equivalent be placed on the PagePack device so the customer will contact the ASP Partner directly instead of Xerox. As with the Supplies Ordering process, the end user will use the PagePack Assistant to Request Service. Click on the Request Service link at the bottom of the PagePack Assistant screen. The User Login screen will be displayed for the customer to enter the Username and Password. Once the login has been accepted, the initial Service Request screen appears.

Select the device needing service by clicking on the circle to the left of the device. Click Next=>.

38

Enter Details

Select Request Service from the Requested Service* pull-down menu then enter the problem description in the Description* field. The Description field is limited to 3000 characters. Click Submit to send the request, otherwise click <=Back to return to the Device Selection screen or click Cancel to cancel the request.

39

Incident Submitted

Incident A029928 has been created for this service request and submitted to the Xerox Welcome Centre for action and resolution. It is advised that the customer save the Incident number information for future reference if desired. The Request Service process is complete.

40

View Last Meter Read The third option from the PagePack Assistant is to view the last meter read/page count for a specified PagePack Registered device. As with the Order Supplies and Request Service processes, clicking on the View Last Meter Read link takes the user to the Customer Portal Login screen. Once the Username and Password have been successfully entered, the Select Device screen opens for the user to select the device for which to view the last meter/page count read electronically submitted.

In this example, the C2424 serial number VVK000250 has been selected for the meter read. After selecting the device, click on the View Meters => button to proceed.

41

View Meters

For the WorkCentre C2424, as of the last meter read there have been 6335 Color impressions and 1551 Black impressions. Billing for color devices is done based on these two reads whereas Monochrome devices such as the Phaser 4500 are billed based on the Black Impressions count. Click on the + Find Another Device to select a different PagePack Registered device or click on the Close button to exit.

42

Appendix – PagePack Assistant Requirements and Software Installation

Supported Operating Systems

• Windows XP Pro • Windows XP Home • Windows Media Center Edition (requires PagePack Assistant v2.2.7 or higher) • Windows Vista (requires PagePack Assistant v2.2.7 or higher) • Windows 2000 • Windows 2003 • Windows Small Business Server

Hardware Requirements

• Minimum 512MB RAM, 1GB or higher recommended especially for customer workstations

• Minimum 1GB RAM required for Windows Vista, 2GB recommended • 1GHZ Pentium 4 class processor or faster • PagePack eligible printer/MFP device

Software Requirements

• Microsoft .NET Framework v2.0 • Microsoft Data Access Components (MDAC), version 2.6 or later, installed on the client

machine • The PagePack Assistant software installed on the client machine using the Administrative

account or an account with administrative privileges and is configured for your organization

• Broadband Internet connection with Ethernet connection to PC; USB and parallel connections not supported

Security – Ports used by the PagePack Assistant software

• Port 80 – HTTP Standard web browser port for Customer Portal, e.g. Order Supplies

• Port 161 – SNMP Local (inside firewall) network communication with PagePack devices

• Port 443 – HTTPS / SSL (Secure Socket Layer) Communication with Xerox server for Page Counts, Registration

• Port 22 – SFTP / SSH Used for PagePack Assistant Auto-Update Notification and installation of software updates if accepted by the end user

43

PagePack Assistant Installation and Configuration process To install and configure the PagePack Assistant software:

• Double-click on the PagePack Assistant setup.exe file to start the installation • The installation occurs in two parts – InstallShield Wizard and the Configuration Wizard • The InstallShield Wizard launches to install the software on the PC • When the InstallShield Wizard completes, there may be a 30-60 second delay before the

Configuration Wizard launches • On the customer identification screen of the Configuration Wizard (the second screen),

the SCOT Registration ID field needs to be entered, exactly as show on the confirmation page of the Service Contract Ordering Tool (SCOT)

• When the Configuration Wizard has completed, it will display the PagePack Assistant screen and begin discovery of Xerox printing devices on the network

• From the PagePack Assistant home screen, click on the Advanced button to open a new window showing the Status Tab screen

• Click on the Other Printers tab and verify that the PagePack device has been discovered • Click on the Status tab then click on the Check Registration button • A window should appear in about 10 seconds indicating the PagePack Assistant is

“Registered” then close the window • Click on the Send Now button, just below the Check Registration button. A new window

should appear in 10-15 seconds indicating “…data exported successfully”. Close the window

• The devices that have been put on a PagePack Contract should now appear on the PagePack Assistant home screen within 2 minutes

• Close both PagePack Assistant windows; installation and setup is complete For technical support, contact the PagePack Team via email at PagePackProgram@xerox.com or by phone at 800-835-6100 x4218.