Important
This guide assumes that you are installing on Mac OS X (either server or workstation) hosting and sharing printers. This guide will refer to this system as the 'server'. This represents the role of the system rather than the 'edition' of the operating system. PaperCut ChargeBack equally supports both the server and workstation versions of Mac OS. If you're upgrading from a previous PaperCut ChargeBack version please refer to the directions outlined in Appendix F, Upgrading From a Previous Version.
The following section assumes the reader has knowledge of general Mac OS X server management. Although the installation process is graphical, it would be an advantage to have knowledge of the command-line, creating users, editing configuration files and an understanding file permissions.
Before proceeding with the installation the system administrator should take a few moments to verify system requirements. Is the operating system version supported and are patches up-to-date? Take a few minutes to verify the system is current and supported (see the section called “System Requirements”). A system prerequisite is Java version 5.0 or higher. If your Tiger or Leopard server is fully patched, this requirement will be satisfied.
Most small to medium Mac networks will have their workstations configured to print directly to the physical printers. This method of printing is not supported by PaperCut ChargeBack and instead administrators will need to set up global server hosted print queues. Some administrators will be familiar with server queues, while others will need to invest some time into understanding Mac printing in more detail. The topic of Mac printing is complex and is hence deserves its own chapter! Please read the first section of Chapter 21, Mac Printing in Detail and ensure your organization's printers are set up as required.
Administrators should ensure that the server based print queues are set up and working as expected before attempting to install PaperCut ChargeBack.
PaperCut ChargeBack is supplied as a standard disk image containing the installer. Log on as an
admin level account. Download and double-click Mac installer. Double-click on the installer
package named PaperCut ChargeBack Standard Installation.pkg. Follow the directions on the screen. The
installation process will take between two and five minutes depending on the speed of the system. A system restart
is not required but administrators are advised to perform installation on live production systems
during periods of low activity - for example, not during backup operations or other administration activities.
The default install location is /Applications/PaperCut ChargeBack
Important
Make sure you're installing the correct package. The similarly named
PaperCut ChargeBack Secondary Server Installation.pkg only installs part of the application
and is designed for more advanced networks.
After installation, the install will open a web browser window. The configuration stages are explained below:
This is the master password for the main in-built admin account. This password is independent of the operating system or domain passwords. Keep knowledge of this password secure! This screen also sets the system's physical location. Ensure the location and language setting is correct.
Tip
Treat this password like your router/modem management passwords. It is independent of your domain accounts and needs to be kept secure.
PaperCut ChargeBack contains modules for both printing and Internet usage control. Both of these modules are optional and licensed separately. Select the modules to enable on this system.
NOTE: The Internet control module requires an authenticating web proxy server like Microsoft ISA Server or Squid Proxy. For more information, see Chapter 14, Net Control in Detail.
This is the default cost-per-page assigned to the printers. This setting can be changed on a per printer basis after installation. Choosing a sensible cost now will help minimize future setup. For example in the USA, a value of $0.05 would be appropriate for many standard black & white printers.
PaperCut ChargeBack extracts user information out of the System or Domain. The options presented here will vary depending on the Operating System and its environment. During evaluation, most sites will opt to import all users from the system/domain into PaperCut ChargeBack. An option also exists to import a subset of users from a given group. This option is pertinent when it is known that only a subset of users will only ever use the printers.
Options include Mac Standard (PAM, Local NetInfo, etc.), LDAP (Open Directory), or Samba. Select Mac Standard if the user accounts are setup and defined on the local system. This option will work with most Mac networks.
The LDAP option is appropriate for large networks with existing Open Directory domains. This includes networks running Mac OS X Server with Open Directory, and Windows domains running Active Directory. PaperCut ChargeBack will do it's best to auto discover LDAP settings, but some knowlege of LDAP and/or Open Directory will be required. More information on LDAP is available in the section called “Using LDAP for user synchronization”.
Use the to test and confirm your settings before continuing.
PaperCut ChargeBack's main focus is on allowing users to allocate print jobs to accounts. The process works by:
Pausing all jobs that enter the print queues.
Displaying a popup on the user's workstation asking them to allocate the print job to an account. This is done by selecting the account from a list.
After the user has responded to the popup, the job is released to the printer.
You can read more about the account selection process and shared accounts at Chapter 8, Shared Accounts.
The account selection popup option is enabled at the user level. Once the option is enabled, the user must run the client software. If the client software is not running, the popup cannot display, and the job will remain paused in the print queue. This option is hence considered high impact. You are presented with two strategies that allow you to choose the implementation approach that best suits your needs:
In this strategy the account popup is only initially enabled on a single user for testing. You need to nominate the testing account. You may already have an approprate test user account on your system/domain or alternativly selecting your own personal account is a good choice. The name should be in the format used to log into the domain/system (usually the short form).
The minimal impact stratagy will give you time to test the popup with the nominated test user Then the Advanced account selection popup option can be enabled for other users when appropriate.
This stratagy enables the account selection popup on all users. This option is good for smaller networks as it minimizes the amount of post-install configuration - just deploy the client and your up! If this option is selected you should be in a position to install the client software on user desktops as soon as possible.
If in doubt, select the minimal impact stratagy. This will ensure the impact is isolated to only the nominated test user.
After completing the configuration wizard you will be presented with a user synchronization status screen and an option to . Take some time to log in and browse the interface. There are many options and now is a good time to have a look at some of the key areas of the application. Take some time to explore!
The printers should be automatically detected, and listed under the Printers section. If the printers do not display, try printing a document as the first job will trigger registration.
The PaperCut ChargeBack client software is located in the directory /Applications/PaperCut ChargeBack/client.
It may be useful to share this directory over the network so workstations can access/install the client application.
If you're running Mac OS X Server, use Server Admin to add a read-only file share
called PCClient. Sharing with Protocols AFP for Mac clients, and SMB for Windows clients
is recommended.
It is now time to test the system and the popup client:
Log into the admin interface after completing the configuration wizard.
Under the Users section, locate and click on your test user account. The quick find feature may assist here.
Ensure that the user has the Print account selection option is set to Show the advanced account selection popup.
Now we need to log onto a workstation, start the client and test printing. The follow instructions assume testing is performed from a Windows desktop system. For other platforms please consult the client deployment process as explained in the section called “User Client”.
Log onto a workstation and open the Windows Explorer (the file explorer). In the address bar enter:
\\[server_name]\PCClientThe file explorer will connection to the share on the server containing the client software.
Browse into the
windirectory and double-click on thepc-client.exe. The client should launch and an icon should appear in the task tray.Print a test document such as a web page or basic document.
The client popup window should display. Select My Personal Account.
Back in the PaperCut ChargeBack server admin interface, navigate to the → tab.
Your print job should now be listed in the log.
Your personal user account should also be charged an appropriate amount.
Now that the system is tested and working, it is time to deploy the client software and enable the account popup for their use. It is important to deploy the client software before enabling the popup, otherwise users' printing will be stopped/paused.
As discussed earlier in the chapter the client can be run directly from a network share (which is automatically configured on Windows). There is also the option to install the software locally on each workstation, however this is not usually recommended because it makes the process of updating the client software more complicated.
Client deployment options and instruction are discussed in detail in the section called “User Client Deployment”. Follow those instructions to deploy the client software, and then enable the popup as described below.
Once the client software is deployed on user workstations, the advanced client popup must be enabled for all users within PaperCut ChargeBack. The popup can be enabled on one user at a time or can be updated for all users in bulk. The user details page can be used to enable to popup for a single user. To enable the popup for all users in bulk:
Log into the admin interface.
Under the Users section, select the Bulk user actions... action from the left.
Select the group to enable the popup for. To enable for all users select the
[All Users]group.In the Change account selection setting section, enable the Change account selection option.
Select the Show the advanced account selection popup option from the list.
If you do not want to allow users to charge printing to their personal account, then disable the Allow user to charge to their personal account option.
Press the OK button, and confirm the operation. Once completed, all your users will have the account popup enabled.
Once the popup has been enabled on all users some testing should be performed from users' desktops. To test, login to the user workstation, perform a print, and check that the account popup appears and the job is logged as expected.
This concludes the Install Guide. You may like to take some time to explore the features of PaperCut ChargeBack before continuing reading at Chapter 3, Implementation by Example or Chapter 4, Quick Tour. Business users may be particularly interested in trying the popup client software as covered in the section called “Client Software”. If desired, the client software should also be deployed to other workstations. This procedure is detailed in the section called “User Client”.
To setup the optional Internet Control module, see the instructions in Chapter 14, Net Control in Detail.