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Kyocera ECOSYS M6535cidn Kyocera Net Viewer Operation Guide Rev 5.4 2014.09 - Page 65

Creating Account Settings From a File, Account Name

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Account 3 The Confirmation page shows a list of the settings you have made. You can click Edit settings to open a dialog box to make changes to the settings. If you want to save your settings to a file, click Save to file. The settings are saved to a file with the extension .CSV or .XML. Click Finish. If the process completes successfully, the properties or settings are copied from the source device to the destination device. Click Close. If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file. Browse or type a file name with an extension of .CSV. Click Save, and then click Close. Creating Account Settings From a File You can create a settings template from an existing file. 1 On the Method page, click Create from file. Click Next. 2 Type a file path, or click Browse to locate and select a file you want to use. You have the option to open the following format: Multi-Set template from the current software version (.CSV or .XML) Note that a .CSV file for importing accounting settings into Multi-Set must include a numeric account ID and an account name. The column headers of the file include Account ID, Account Name, Account subname, if applicable and Print (total). The order of these headings can be rearranged, if desired. The data format for the .CSV file is: Account ID 1, Account name 1, Account subname 1, Print (total)... Account ID 2, Account name 2, Account subname 2, Print (total)... An example of the data format for the .CSV file is: 1, Account1a, Account1b, 1(500) 2, Account2a, Account2b, 1(500) In this example, 1 and 2 are the account IDs, Account1a and Account2a are the account names, Account1b and Account2b are the account subnames, and 1(500) are the usage restriction applied to print counters. (A value of 0 indicates you can print without restrictions, 1(500) indicates you can print 500 pages, and 2 indicates there is no printing allowed for that account.) 3 Click Open, and then click Next. 4 The Confirmation page shows a list of the settings you have made. You can click Edit settings to open a dialog box to make changes to the settings. If you want to save your settings to a file, click Save to file. The file is saved in .CSV or .XML format. 5 Click Finish. If the process completes successfully, the properties or settings are copied from the file to the destination device. Click Close. If the process does not complete successfully, you can click Details to see a list of the errors. If you want to save the error list, click Export to open a dialog box for saving to a log file. Browse or type a file name with an extension of .CSV. Click Save, and then click Close. KYOCERA Net Viewer 5.4 4-10

Section	Page
Table of Contents	3
1 Quick Start	7
Starting and Logging In	7
Editing Authentication Options	7
Device Discovery	8
Adding Devices	8
Custom Options for Adding Devices	8
Automatic Device Discovery	8
Scheduling Automatic Device Discovery	9
Excluded Devices	9
Excluding a Device from Discovery	9
Including a Device	9
Host Discovery	9
Activating Host Services	10
Adding Hosts	11
Options for Adding Hosts	11
Automatic Host Discovery	12
Scheduling Automatic Host Discovery	12
Excluded Hosts	12
Excluding a Host from Discovery	12
Including a Host	12
User Interface	13
Main Menu	13
My Views	13
Default Views	13
Toolbar	13
List View	13
Identifying Status Icons	13
Customizing List Views	14
Sorting Rows in List View	14
Expanding a Row in a Device List View	14
Closing the Application Window	14
2 View Management	15
View As	15
Default Views	15
Map View	16
Importing a Map Background	16
Adjusting the Map Size	17
Clearing a Map Background	17
My Views	17
Dynamic View	17
Adding a Dynamic View	17
Manual View	18
Adding a Manual View Using Selection	18
Adding a New Folder to My Views	18
Renaming a Folder or View	18
Removing a Device, Account, or Host from View	19
Updating and Saving a View	19
Duplicating a View	19
Deleting a View	19
Exporting a View to a File	20
Exporting a List to a File	20
Exporting Device Information to a File	20
Resizing the View Areas	20
Refresh	20
Folder Reports	21
Creating and Exporting a Folder Report	21
Searches	21
Searching	21
Advanced Searching	22
3 Device	23
Device Properties	23
Displaying Device Properties	23
Displaying Device Home Page	24
Administrator Login	24
Address Book	24
Adding Contacts	25
Adding Groups	25
Adding a Contact to a Group	25
Deleting Contacts and Groups	26
Editing Contacts and Groups	26
One Touch Keys	26
Adding One Touch Keys	26
Viewing and Editing One Touch Key Properties	27
Searching One Touch Keys	27
Copying Contacts and Groups	27
Exporting an Address Book List	28
Searching the Address Book	28
Device View Printer Installation	29
Installing Printer Drivers in Device View	29
Upgrading Printer Drivers in Device View	29
Uninstalling Printer Drivers in Device View	30
Device Users	30
Adding Device Users	30
Exporting a Device User List	31
Searching the Device User List	32
Setting a Simple Login Key	32
Searching the Simple Login Key List	33
Jobs	33
Showing Job Detail	33
Exporting the Job Log	33
Searching a Job List	34
Stored Jobs	34
Viewing Stored Jobs	34
Printing Stored Jobs	34
Printing a Stored Job List	35
Deleting Stored Jobs	35
Searching Stored Jobs	35
Document Box	35
Viewing and Editing a Document Box	36
Adding a Document Box	37
Exporting a Document Box List	37
Viewing Document Properties	38
Viewing a Document	38
Downloading a Document	38
Searching a Document Box	39
Moving Documents Between Document Boxes	39
Virtual Mailbox	39
Viewing Virtual Mailboxes	39
Deleting Virtual Mailboxes	40
Exporting a Virtual Mailbox List	40
Advanced Virtual Mailbox Options	40
Selecting Advanced Virtual Mailbox Options	40
Adding a New Virtual Mailbox	41
Editing a Virtual Mailbox	41
Device Notification Settings	42
Setting a Device Notification	42
Advanced Menu	42
Manage Optional Functions	43
Activating an Installed Optional Function on One Device	43
Manage Certificates	44
Importing a Certificate	44
Deleting a Certificate	45
Assigning a Device Certificate to Protocols	45
Managing Certificates on One Device	46
Authentication Settings	47
Setting User Authentication	47
Permitting Jobs with Unknown IDs	47
Enabling Local Authorization	48
Enabling Simple Login	48
Setting ID Card Login	48
Setting Network User Properties	49
Network Groups	50
Network Groups List	50
Adding or Editing a Network Group	50
Setting Group Authorization	51
Searching the Group List	51
TCP/IP Send Data	51
Sending TCP/IP Data	51
Device Applications	52
Installing an Application on Multiple Devices	52
Installing an Application on One Device	53
Activating an Installed Application on Multiple Devices	53
Activating an Installed Application on One Device	54
Viewing Installed Applications	55
Searching Applications	55
4 Account	56
Administrator Login	56
Adding Account Devices	56
Creating a New Account	56
Account Properties	57
Device Accounts	58
Account Devices	58
Viewing Accounts and Devices	58
Exporting Accounting Information to a File	58
Exporting Device Accounting Information to a File	59
Counter Reports	59
Automatic Counter Reset	59
Creating a Counter Report	60
Viewing and Changing Counter Report Settings	60
Manage Device	60
Managing an Accounting Device	60
Hiding or Showing Unmanaged Devices	60
Reset Counters	61
Resetting Job Accounting Counters	61
Accounting Notification Settings	61
Setting an Accounting Notification	61
Device Accounting Settings	61
Accessing Device Accounting Settings	62
Enabling or Disabling Job Accounting	62
Selecting Media Type Counters	62
Handling Errors	63
Setting Permit Processing and Copy Counter	63
Accounting Multi-Set	64
Setting Multiple Accounting Devices	64
Selecting Accounting Settings in Multi-Set	64
Selecting Accounting Source Settings	64
Creating Settings From a Device	64
Creating Account Settings From a File	65
Creating New Settings	66
Export	66
Exporting Account ID List	66
Exporting Counter Information	67
Exporting Accounting Information	67
Exporting Account Property Information	67
5 Host	69
Adding Queues	69
Common Settings Options	70
Conflicts Options	70
Editing a Queue Name	71
Host View Printer Installation	71
Allowing the Print Spooler to Access Client Connections	71
Allowing a Remote Administration Exception	71
Installing Printer Drivers in Host View	72
Upgrading Printer Drivers in Host View	72
Uninstalling Printer Drivers in Host View	73
Installing Additional Drivers	73
Viewing a List of Printer Drivers	74
Viewing a List of Print Queues	74
Selecting Host Login Settings	74
Selecting Domain Administrator Login Settings	75
Exporting Host Information to a File	75
Configuring Printer Settings	75
Available Printer Settings Options	76
6 Communication Settings	77
Setting Device Communications	77
Network Interface Settings	77
TCP/IP Port	78
Secure Protocol Settings	78
Login Settings	78
Account Polling Settings	78
Device Polling Settings	79
7 Multi-Set	80
Quick Mode	80
Custom Mode	80
Creating Settings From a Device	81
Creating Settings From a File	82
Creating New Settings	83
Overwriting Settings	84
8 Firmware Upgrade	85
Firmware Upgrade Risks	85
Upgrading the Firmware	85
Finishing Options	86
9 Workspaces	87
Adding a New Workspace	87
Opening an Existing Workspace	87
Import and Export Workspaces	88
Importing a File to a New Workspace	88
Exporting a Workspace to a File	88
Viewing Recent Workspaces	88
10 Options	90
Editing E-mail Options	90
Editing Authentication Options	90
Editing Device Polling Options	91
Editing SNMP Trap Options	91

Match case Limit results 1 per page

Account

The

Confirmation

page shows a list of the settings you have made. You can

click

Edit settings

to open a dialog box to make changes to the settings. If you

want to save your settings to a file, click

Save to file

. The settings are saved to

a file with the extension .CSV or .XML. Click

Finish

If the process completes successfully, the properties or settings are copied from

the source device to the destination device. Click

If the process does not complete successfully, you can click

Details

to see a list

of the errors. If you want to save the error list, click

Export

to open a dialog box

for saving to a log file. Browse or type a file name with an extension of .CSV.

Click

Save

, and then click

Creating Account Settings From a File

You can create a settings template from an existing file.

On the

Method

page, click

Create from file

. Click

Type a file path, or click

Browse

to locate and select a file you want to use. You

have the option to open the following format:

Multi-Set template from the current software version (.CSV or .XML)

Note that a .CSV file for importing accounting settings into

Multi-Set

must

include a numeric account ID and an account name. The column headers of the

file include

Account ID

Account Name

Account subname

, if applicable and

Print (total)

. The order of these headings can be rearranged, if desired. The

data format for the .CSV file is:

Account ID 1, Account name 1, Account subname 1, Print (total)…

Account ID 2, Account name 2, Account subname 2, Print (total)…

An example of the data format for the .CSV file is:

1, Account1a, Account1b, 1(500)

2, Account2a, Account2b, 1(500)

In this example, 1 and 2 are the account IDs, Account1a and Account2a are the

account names, Account1b and Account2b are the account subnames, and

1(500) are the usage restriction applied to print counters. (A value of 0 indicates

you can print without restrictions, 1(500) indicates you can print 500 pages, and

2 indicates there is no printing allowed for that account.)

Click

Open

, and then click

The

Confirmation

page shows a list of the settings you have made. You can

click

Edit settings

to open a dialog box to make changes to the settings. If you

want to save your settings to a file, click

Save to file

. The file is saved in .CSV

or .XML format.

Click

Finish

If the process completes successfully, the properties or settings are copied from

the file to the destination device. Click

If the process does not complete successfully, you can click

Details

to see a list

of the errors. If you want to save the error list, click

Export

to open a dialog box

for saving to a log file. Browse or type a file name with an extension of .CSV.

Click

Save

, and then click

KYOCERA Net Viewer 5.4

4-10