Installation Planning Document Roles & Responsibilities for Web Installations

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Control Printing Costs

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.

Welcome to Your Technesis Install

Installation Planning Document

Roles & Responsibilities for Web Installations

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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.

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!

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 recovery.

Technesis iBridge enables the print management system to integrate with API-enabled 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).

SmartSync

™

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Local Printer Workstation (Client) Network Print Server Network Laser Network MFP Wide Format

DB

Accounting Databse (ERP/Billing System, etc) Device Management Software Technesis Server Log Log Log

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Technesis SmartPrint Server tracks server-based printing based on administrator preferences. Technesis tracks ALL printing at the server – even without installing software on at the desktop.

Technesis Client tracks print activity by workstation, including printing to: • Network print queues

• Network printers direct from the workstation • Local (USB/Parallel Port) printers

SmartSync

™

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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.GHz processor • 51MB Memory • 50MB free disk space • NTFS formatted system drive Section II. Required Software (must be present prior to Technesis deployment) • Windows 000 SP or • Windows XP Pro SP or • Windows 00

• 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 000 SP or • Windows 00 • Cluster Print Servers Supported Section III. Required Software (will be loaded as part of the Technesis deployment if not • .NET Framework 1.1 SP1 • MDAC .7 • Jet .0 SP8

• Pop-up for Billing only • Windows 95 or higher • MS IE 5.x or higher • For full Client • Windows 000 SP + • Windows XP Pro SP +

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Technesis Software Download

Technesis will email 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 15.17 MB

Technesis_5.6_Quick_Start.pdf Quick Start Guide for Administrators 1.6 MB

NetDeploy.exe Flash-based installation reference guide . MB

Software Licensing

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: You receive an introductory email from Technesis with instructions on how to review and respond to the attached “Statement of Work” regarding your installation.

STEP 2: Set up your Windows 000/XPPro/00 computer as specified in the System and Software requirements for Technesis Console.

STEP 3: Establish network and Internet access for this computer.

STEP 4: Create an administrator account for this computer.

STEP 5: 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: Send an email to Technesis to notify us you are ready for software download.

STEP 8: Technesis sends you an email reply indicating a readiness for software download.

STEP 9: Download your Technesis software.

STEP 10: Work with Technesis to validate your software.

TIP:

During the installation process, Technesis will guide you through the licensing process.

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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

. Review and Configure Technesis Console . Configure User Management

. 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 . Configuring TNAccess COM≠ . Running Reports

. 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: www.technesis.com Internet Support: www.technesis.com/support Support via Email: [email protected]

Support via Phone: 1.650.691.700 (6 AM – 6PM, PST)

Technesis, Inc.