Installation Planning Document Roles & Responsibilities for Web Installations

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1 Control Printing Costs Installation Planning Document Roles & Responsibilities for Web Installations For Technesis Resellers and End Customers Welcome to Your Technesis Install Technesis uses innovative communications technologies to assist Network Administrators or IT personnel in the installation and use of our solutions. This guide will walk you through the steps necessary for a successful Technesis installation using WebEx. In this scenario, your in-house administrator (or qualified IT person) will install Technesis on your computer network. Technesis engineers will provide support using WebEx and upon request, take control of the desktop if needed. TIP: System requirements for WebEx can be found at:

2 Understanding Technesis Components and Relationships This section helps you become familiar with the roles of key components in the Technesis Print Control System and gives you insight on how they work together to produce the industry s most technologically-advanced print management system. TechnesisConsole The Technesis Console is the single control point for the entire Technesis system. From here, you can configure: Devices Projects Phases Bill Types & Rates Media And More! TechnesisiBridge The Technesis Console streamlines print management administration by automatically passing data between its databases and other components of the system for accurate, comprehensive document output management and cost TechnesisClient recovery. Technesis ibridge enables the print management system to integrate with APIenabled output devices (or output controller for other devices). This allows job data to automatically flow into the Technesis Database without the need for additional hardware (like release devices). Technesis ibridge allows direct access to job logs of individual devices to provide as printed data. This is a more accurate solution than recording data as TechnesisConsole TechnesisSmartSync TechnesisiBridge TechnesisClient TechnesisSmartSync submitted at the desktop or print server level. Example: If a 20-page document is submitted through a network print server but cancelled after the first page is printed, as submitted data records 20 pages printed, whereas as printed data correctly identifies the printing of just a single page.

3 Technesis Components and Relationships Log Network MFP Network Print Server Device Management Software Log Local Printer Wide Format Log Network Laser Workstation (Client) Technesis Server DB Accounting Databse (ERP/Billing System, etc) TechnesisConsole TechnesisClient TechnesisiBridge

4 Technesis Technesis Console Console Technesis SmartPrint Server tracks server-based printing based on administrator preferences. Technesis tracks ALL printing at the server even without installing software Technesis on at the desktop. ibridge TechnesisiBridge Console Technesis Client tracks print activity by workstation, including printing to: Network print queues Technesis Client Client TechnesisSmartSync TechnesisSmartSync ibridge Network printers direct from the workstation Local (USB/Parallel Port) printers Technesis can track printing silently or be configured to deliver a pop-up for job billing purposes or communication of a print rule. TechnesisClient TechnesisSmartSync Technesis SmartSync provides allows this solution to be tightly integrated into most ODBC-compliant systems, including ERPs, accounting and billing systems. This means current user codes, project codes, project IDs and end user information can be pulled into your Technesis Print Control System.

5 Installation Planning Checklist This section helps you prepare for Technesis deployment. Please review it carefully and make sure your current system meets all of the minimum hardware and software requirements. System and Software Requirements Technesis Console Technesis Smartsync Technesis Consolidator Technesis ibridge Technesis SmartPrint Server Tracking Technesis Client Section I. Hardware requirements 1.4GHz processor 512MB Memory 250MB free disk space NTFS formatted system drive Section II. Required Software (must be present prior to Technesis deployment) Windows 2000 SP3 or Windows XP Pro SP2 or Windows 2003 Microsoft IIS (Web Publishing Service) NO Other web server software using PORT 80 MS Internet Explorer 6.0 MS Sharepoint Server must NOT BE PRESENT Windows 2000 SP3 or Windows 2003 Cluster Print Servers Supported Section III. Required Software (will be loaded as part of the Technesis deployment if not already on host computer).net Framework 1.1 SP1 MDAC 2.7 Jet 4.0 SP8 Pop-up for Billing only Windows 95 or higher MS IE 5.x or higher For full Client Windows 2000 SP3 + Windows XP Pro SP2 +.NET Framework 1.1 SP1 ADSI 2.5 (Active Directory Services Interfaces) 5

6 Technesis Software Download Technesis will you a secured download link. The following table displays the filenames and file sizes for the download files: File Name File Description File Size Technesis_5.6.exe Technesis Network Deployment installer MB Technesis_5.6_Quick_Start.pdf Quick Start Guide for Administrators 1.46 MB NetDeploy.exe Flash-based installation reference guide 4.43 MB Software Licensing TIP: During the installation process, Technesis will guide you through the licensing process. The Licensing section of Technesis Console displays licensing information about your current installation. You can request a license and import the corresponding files from the Technesis sales and support teams. Pre-Installation Responsibilities A Technesis installation is simple and easy. Just follow these step-by-step instructions and feel confident knowing that Technesis engineers are standing by to assist you (if needed). STEP 1: STEP 2: STEP 3: STEP 4: STEP 5: You receive an introductory from Technesis with instructions on how to review and respond to the attached Statement of Work regarding your installation. Set up your Windows 2000/XPPro/2003 computer as specified in the System and Software requirements for Technesis Console. Establish network and Internet access for this computer. Create an administrator account for this computer. Confirm (with your printing supplier) printers are installed and available for network printing. STEP 6: Validate print drivers (with your printing supplier) for network print devices listed in STEP 5. STEP 7: STEP 8: STEP 9: STEP 10: Send an to Technesis to notify us you are ready for software download. Technesis sends you an reply indicating a readiness for software download. Download your Technesis software. Work with Technesis to validate your software. 6

7 Web-Based Installation and Administrator Training In addition to installation assistance via WebEx, Technesis provides the following installation and product training assistance as part of our initial service: Technesis Installation Services Include: 1. Web Review Quick Start Guides 2. Review and Configure Technesis Console 3. Configure User Management 4. Configure Printing and Pricing Policies 5. Configure Client Administration 6. Setup Client Workstation Installations 7. Review Updating and Reporting Administrator Training Services Include: 1. Using Technesis Diagnostics 2. Configuring TNAccess COM 3. Running Reports 4. Troubleshooting for Print Tracking Post Installation Technical Support As a Technesis customer, you have access to a variety of informational resources and technical support. For more information, contact us: General Information: Internet Support: Support via Support via Phone: support@technesis.com (6 AM 6PM, PST) Technesis, Inc Terra Bella Avenue, Suite C Mountain View, CA USA +1 (650) (Worldwide) 877-TECHNESIS (Toll-Free in North America) sales@technesis.com support@technesis.com 7 Copyright 2007 Technesis, Inc. All rights Reserved. Technesis is a registered trademark of Technesis, Inc. All other brands and their trademarks or registered trademarks of their respective holders.

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