PretonSaver Enterprise Edition - Print Management … Directory Authentication ... • Microsoft...

PretonSaver™

Enterprise Edition

Installation Manual

Version 3.3.2

July 2016

Preton Ltd.

www.preton.com

http://www.preton.com/

Preface

Preface www.preton.com Page 2 of 72

Contents

Preface .............................................................................. 4

Audience .................................................................................................... 4

How to Use this Document ........................................................................... 4

How this Document is Organized ................................................................... 4

System Requirements ........................................................ 5

General Requirements ................................................................................. 5

Software Dependencies ................................................................................ 5

Requirements ............................................................................................. 5

Preton Coordinator (Server Software) ..................................................................... 5

Preton Control (Server Software - GUI of Preton Coordinator) .................................... 6

PretonSaver Client (Desktop Client Software) .......................................................... 7

Preton Power Management Requirements ................................................................ 8

Installation Stages ........................................................... 11

Software Dependency Pre-Install Stages for PretonSaver ............................... 11

Software Component Installation Stages for PretonSaver ............................... 11

Preton Coordinator .......................................................... 12

Pre-installation Checklist: Preton Coordinator ............................................... 12

Installing Preton Coordinator (Server).......................................................... 12

Windows Authentication ...................................................................................... 19

SQL Authentication ............................................................................................. 22

Preton Control ................................................................. 25

Pre-installation Checklist: Preton Control ...................................................... 25

Installing Preton Control............................................................................. 25

Preton Control Licensing ............................................................................. 29

PretonSaver Client ........................................................... 30

Installing PretonSaver Client ....................................................................... 30

Installing Multiple PretonSaver Clients Using Microsoft System Installer ........... 35

Connecting Preton Control (GUI) to Preton Coordinator .. 38


Preface


Default Connection Method ......................................................................... 41

Active Directory Authentication Connection Method ................................................ 43

Basic Authentication Connection Method ............................................................... 45

Testing the PretonSaver Installation ............................... 47

Upgrading PretonSaver .................................................... 49

Upgrading PretonSaver (Server Software) .................................................... 49

Upgrading PretonSaver (Client Software) ..................................................... 49

Uninstalling PretonSaver ............................................................................ 49

Appendix A: Installing Microsoft .NET Framework 2.0 SP1

or Above .......................................................................... 50

Appendix B: Installing Microsoft SQL Server 2012 Express

........................................................................................ 51

Appendix C: Installing Microsoft SQL Server Management

Studio Express ................................................................. 58

Appendix D: PretonSaver Files ......................................... 65

PretonSaver Configuration Files .................................................................. 65

PretonSaver Log Files ......................................................................................... 65

Appendix E: Authentication .............................................. 66

Pre-Defined Windows Group Mapping........................................................... 66

Appendix F: System Components ..................................... 67

Appendix G: Upgrade Guide ............................................. 68

Server Side Upgrade .................................................................................. 68

Server Side Upgrade Failure ....................................................................... 69

Appendix H: Proxy ........................................................... 71

Appendix I: Network Traffic ............................................. 72


Preface


Preface PretonSaver, an enterprise-class client/server software package, provides a comprehensive print

management software solution for management and control of printer fleets. The software package

combines optimization of toner and ink usage, management of printer information tools, and rule-based

printing into a single print management solution.

PretonSaver, through a state-of-the-art mathematical algorithm and the collection and coordination of

printing optimization rules, enables significant savings on printing costs while reducing the environmental

impact of printing.

With Preton Power Management, you can add to your organization’s savings by configuring power

policies. When you configure and apply power policies to a machine or a group of machines, you reduce

the amount of electricity used, and decrease the associated energy costs.

This document provides installation instructions for the PretonSaver software-package. The package

includes the Coordinator, and Control (GUI) components for management of printer fleets from various

network based locations, as well as the PretonSaver client installed on the end-user’s desktop machine.

Audience

This document is intended for all administrators responsible for installing PretonSaver in their enterprise.

The document addresses the majority of the needs the administrators who will use the basic installation

method may have. This installation includes step-by-step guidance instructions on how to install the

PretonSaver package. Installation scenarios described, are intended to reflect the procedures required for

completing a typical PretonSaver installation.

How to Use this Document

The scenarios described allow you to install a single version of PretonSaver to a default location. It is

applicable to the majority of enterprise topologies, and is the recommended method for installing the

product.

How this Document is Organized

This document is organized to reflect the pre-installation, installation, post-installation, as well as post

installation testing, and common troubleshooting phases of a typical PretonSaver enterprise installation.


System Requirements

System Requirements www.preton.com Page 5 of 72

System Requirements

General Requirements

• Administrator rights for the computer on which Preton is being installed.

Software Dependencies

PretonSaver depends on the following software components:

• Microsoft SQL Server 2005 / 2008 / 2012 / 2014 / 2016 (Express, Standard, Enterprise)

• Microsoft SQL Server Management Studio

NOTE: Software dependency components should be installed prior to installing

PretonSaver.

Step-by-step instructions are provided for installing the software

dependencies mentioned in this section. For more information, see

Software Dependency Pre-Install Stages for PretonSaver.

Requirements

Before you install any PretonSaver software components, you must confirm your server and desktop

machines are able to support the required software.

Preton Coordinator (Server Software)

The following lists the Preton Coordinator system requirements.

Hardware Requirements

Up to (Users) # Cores RAM Range (GB) High Yield Configuration

(Coordinator Configuration

file, see Administrator’s

Guide)

Up to 10,000 2 4 No

Up to 50,000 4 4 (minimum) Yes

Over 50,000 8 8 (minimum) Yes


System Requirements


Software Requirements

• 32-bit and 64-bit are supported

• Microsoft Windows Server 2008 / 2008 R2 / 2012 / 2012 R2 / 2016

• Microsoft Windows 7 (See note below)

• Microsoft Windows 10 (See note below)

NOTE: W 7, W 10 are only sufficient for small test installations of up to 100

users.

Database Requirements

• Microsoft SQL Server 2005/2008/2012/2014/2016

• For large scale installation (above 10,000 users), the DB server should reside on a separate

machine.

• For installations above 50,000 users:

o Server with a minimum of 8 cores and a minimum of 15 GB RAM

o SQL Server Enterprise Edition

Database Size

The following database size is required:

• Requires 200-600 bytes for each print job recorded in the database.

NOTE: On the basis of the above criteria, the approximate size of the print jobs

table in the database can be calculated using the following formula:

(Number of users) X (average number of print jobs) X (bytes per print

jobs)

Preton Control (Server Software - GUI of Preton Coordinator)


• Intel Pentium 4 or AMD Athlon CPU

• 1GB RAM

• 10 MB available disk space


System Requirements




• Microsoft Windows XP SP3 (32 bit only)

• Microsoft Vista SP1 and up

• Microsoft Windows 7

• Microsoft Windows 8 Support desktop apps ONLY!



• (.NET Framework 2.0 SP1 and up for XP only)

PretonSaver Client (Desktop Client Software)


• Intel Pentium IV or AMD Athlon CPU

• 1GB RAM

• 10 MB available disk space



• Microsoft Windows XP SP3 (32 bit only)



• Microsoft Windows 8 Support desktop apps ONLY!




NOTE: Recommended WMI (Windows Management Instrumentation) service

running.

NOTE: On Novell networks client for Microsoft networks.


System Requirements


Preton Power Management Requirements

If you’d like the option to wake machines, you must have the following settings in place.

NOTE: The Preton installation process does not configure these settings for you.

To wake machines, you must configure these settings yourself.

1. In BIOS, set Wake on LAN.

2. In the Network Adaptor properties for Windows XP, uncheck Allow the Computer to Turn Off

this Device to Save Power box.

Figure 1: Power Management Settings: Windows XP

3. In the Network Adaptor properties for Windows 7 and Vista:

• Check the Only Allow a Magic Packet to Wake the Computer box.

• Uncheck the Allow the Computer to Turn Off this Device to Save Power box.


System Requirements


Figure 2: Power Management Settings: Windows 7 and Vista

If you want the option to be able to use Intel AMT technology, you must have the following settings in

place.

NOTE: The Preton installation process does not configure these settings for you.

To wake machines, you must configure this setting yourself.

➢ To configure the AMT options in BIOS:

1. As you select the Intel AMT BIOS menu, set the AMT username (defaults to admin) and

password.

2. Enter the same username and password in Preton Control under Settings menu -> AMT

Settings… -> Credentials (see Admin guide).

3. Under Intel (R) Management Engine Configuration, make sure the Manageability Feature is set to

Intel (R) AMT.


• Microsoft Windows XP SP2 and up (32-bit only)






(32-bit or 64-bit)


System Requirements


NOTE: It is recommended to have the WMI (Windows Management

Instrumentation) service running.

NOTE: Windows Power Management can be disabled by setting a policy using

Preton Control (see the Administrator guide –> Disable Windows Power

Management).


Installation Stages

Installation Stages www.preton.com Page 11 of 72

Installation Stages This chapter is divided into the following sections:

• Software dependency pre-install stages for PretonSaver

• Software components installation stages for PretonSaver

Software Dependency Pre-Install Stages for

PretonSaver

Before you begin the PretonSaver installation process, you need to ensure your software dependency

requirements are satisfied, and the following major software components are installed:

1. Appendix B: Installing Microsoft SQL Server 2005 Express (same concept to all database version

2008/2012/2014/2016)

NOTE: Besides Microsoft SQL Server 2005 Express software mentioned above,

many versions of Microsoft SQL Server exist, any of which would satisfy

basic pre-install requirements.

For completeness, installation instructions are provided only for Microsoft

SQL Server 2005 Express software, although alternative MS SQL Servers

software solutions available would be acceptable, e.g. SQL Server 2008

2. Appendix C: Installing Microsoft SQL Server Management Studio Express

NOTE: Each Preton software pre-installation requirement is explained in a

separate appendix. Each of these appendices walks you through the

installation process for that software pre-installation requirement.

NOTE: The next step after this stage is to install PretonSaver software

components.

Software Component Installation Stages for

PretonSaver

PretonSaver software components should be installed according to the following main steps:

1. Go to the Preton partner area, and create a new locally hosted site.

2. Install Preton Coordinator on a server machine.

3. Install Preton Control on a desktop client machine (from which it can remotely access the Preton

Coordinator server machine), or on the Coordinator server machine itself.

4. Install Preton SaverClient.


Preton Coordinator

Preton Coordinator www.preton.com Page 12 of 72

Preton Coordinator This section describes how to install Preton Coordinator.

Pre-installation Checklist: Preton Coordinator

Before you begin installing Preton Coordinator, make certain you have the following:

• Administrator rights on the server machine

• Minimum of .Net framework 2.0 installed

• Login User Name/Password

• Permissions to create the PretonDb database

• Permissions enabled for Preton Coordinator database runtime access. (Permissions required for

this option may be the same as for the previous option)

Installing Preton Coordinator (Server)

➢ To install Preton Coordinator:

1. Double-click PretonCoordinator.exe to start the Preton Coordinator Install Shield wizard.

The Preton Coordinator Install Shield Wizard welcome message appears:

Figure 3: Preton Coordinator InstallShield Wizard

2. Click Next.


Preton Coordinator


The Preton Coordinator License Agreement appears:

Figure 4: Preton Coordinator License Agreement

3. Accept the terms in the license agreement radio button.

4. Click Next.

The Customer Information dialog appears:

Figure 5: Preton Coordinator Customer Information


Preton Coordinator


5. (Optional) Type a user name in the User Name text input field.

6. (Optional) Type the organization name in the Organization text input field.

NOTE: Although user name and organization text input fields are provided, these

fields are not in use by Preton.

The Destination Folder dialog appears:

Figure 6: Preton Coordinator Destination Folder

7. If you prefer you can install Preton Coordinator in a different directory by clicking the Change

button, and selecting a different directory for installation.

8. Click Next.


Preton Coordinator


The Preton Coordinator Server Settings dialog appears:

Figure 7: Preton Coordinator Connection Settings

9. In the Listen on Port field, set the port used to send/receive TCP/IP packet data to/from the

PretonSaver client software application(s). The default is 9000.

If the port is in use or is being blocked by another application, a Port In Use/Unavailable

dialog message is displayed. A different port number can be used, if the default port is in

use by another application or it is blocked.

NOTE: The Preton Coordinator installer automatically checks to confirm that the

port being listened on is free and available to be used.

NOTE: When the Preton Coordinator application is installed, the Coordinator

updates the Coordinator configuration file with the access configuration

settings specified here.

10. In the Listen on Port field, set the port used to send/receive TCP/IP packet data to/from the Preton

Control software application(s). The default is 9090.

If the port is in use or is being blocked by another application, a Port In Use/Unavailable

dialog message is displayed. A different port number can be used, if the default port is in

use by another application or it is blocked.


Preton Coordinator


11. (Optional) Check the Limit Preton Control Access to Authenticated Users box to restrict Preton

Control access to Preton Coordinator authenticated users only.

Users can be authenticated by way of Active Directory authentication, or by way of Basic

Authentication. Users must also belong to one of the three security groups.

You can use pre-defined Windows groups – by adding three security groups to the Active

Directory or by configuring Preton Coordinator configuration file to map between existing

AD groups to their corresponding Preton name. (For example, the current AD

Administrators group will be mapped to PretonAdministrator configuration parameter in

the config file.)

If a user who is un-authenticated attempts to use Preton Control to access

PretonCoordinator, it will generate an access denied error message. However, if the user is

an authenticated user and the user also belongs to one of the three pre-defined Windows

Groups, then access is granted, because of the permissions defined for the user.

For additional information, Appendix E: Authentication.

You can use the Basic Authentication method (i.e. authenticate credentials on the local

Preton Coordinator machine on which Preton Coordinator is being installed). If you want

to use the Basic Authentication mode, you still need to create the three pre-defined

Windows security groups on the Coordinator machine (not in the active directory), and

relate the required users to those groups.

12. . Click Next.

The Site License Settings dialog box appears:

Figure 8: Preton Coordinator Site License Settings


Preton Coordinator


In the Site License Settings dialog, you login to the Preton partner area to generate a new

site with a unique site name and site code.

Click Login to go to https://cloud.preton.com/LicenseServer/Management/login.aspx.

Login with your partner credentials and choose Locally Hosted Site. Enter the site name

and site code into the Site License Settings dialog, and click Next.

Alternatively, you can verify the site name and site code by clicking the Verify button.

If you encounter a problem with either method, you see the following error message:

Figure 9: Preton Coordinator InstallShield Failure

If you successfully verify the license key, you see the following message:

Figure 10: Preton Coordinator Verification Success

Upon success, the Database Server Information dialog appears:


https://cloud.preton.com/LicenseServer/Management/login.aspx

Preton Coordinator


Figure 11: Preton Coordinator Database Server Information

13. Enter the information as needed. In the Database Server Information dialog, the following

options are available:

• SQL Server instance

Use this text input field to enter the SQL Server instance Preton database will be created on.

By default, this is the 'SQL Server machine name' when "SQL Server Standard Edition and

above" is used, and 'SQL Server machine name\SQLEXPRESS when "SQL Server Express"

is used for the Preton Coordinator installation.

The Browse button associated with the text input field, will display all available published

instances.

• Windows authentication credentials of current user

Performs SQL Authentication, using credentials (i.e. Login ID, password) of the Windows

user who is currently logged into the system on which Preton Coordinator is being installed.

• Server authentication using Login ID and password below

When this option is selected as SQL Authentication mode, you may enter the SQL login ID

and password, in the Login ID and Password text input fields below.

NOTE: The credentials you use must have SQL system administrator permissions,

since SQL databases, tables, etc. are created during the install process.

• Login ID

Enter the SQL Server Login ID.


Preton Coordinator


• Password

Enter the SQL Server Password.

• Name of database catalog

Name assigned to the Coordinator database, when the Preton Coordinator database is created.

The default name for a Preton Coordinator database is PretonDb (but this name is not

mandatory).

NOTE: The following sections are branches of the two radio button options

(Windows authentication, and SQL Authentication) shown above. The

procedures for:

A: Windows Authentication, or B: SQL Authentication methods, are

described in the following different sections.

Choose the authentication method you want to use, and proceed to the next

installation stage.

Windows Authentication

If you are installing in Windows Authentication mode, before you begin insure you are equipped with the

following information:

• That you are a Domain user with System Administrator credentials (as well as SQL database

permissions required to create Coordinator database, tables, etc.).

• The above mentioned user should also belong to the Local Administrator Group, on the machine

on which Preton Coordinator is being installed.


Preton Coordinator


Figure 12: Preton Coordinator Database Server dialog

➢ To install in Windows Authentication mode:

1. In the Database Server text input field, input can be entered in one of two ways. If you are

installing Preton Coordinator on SQL Express, then type the SQL Server machine

name\SQLEXPRESS in the Database Server text input field. If you are installing Preton

Coordinator on any other available SQL flavor (beside SQL Express), then you only need to type

the SQL Server machine name in the Database Server text input field.

Example for SQL Express: PretonSRV\sqlexpress

Example for other SQL flavors (besides SQL Express): PretonSRV

2. Select the Windows Authentication Credentials of Current User checkbox.

The Login ID and Password text input fields become disabled.

3. Accept the default PretonDb database name in the Name of database catalog text input field.

4. Click Next.

The Database Server Account Information dialog appears:

Figure 13: Preton Coordinator Database Server Account Information

5. Type a domain name\user name combination in the specified format in the Domain\User Name

text input field.

For example: PRETON\AlbertEinstein

This is the logged in user's organizational domain name.


Preton Coordinator


6. Type the user name password in the Password text input field.

7. Click Next.

The Installing Preton Coordinator dialog appears:

Figure 14: Preton Coordinator Installing Preton Coordinator Progress

When the installation is completed, the following dialog appears:

Figure 15: Preton Coordinator Installation Complete


Preton Coordinator


8. Click Finish.

Preton Coordinator has successfully been installed.

You must now install Preton Control.

SQL Authentication

If you are installing in SQL Authentication mode, you should be prepared with the following information:

• System administrator (sa) SQL server credentials for the SQL server machine on which Preton

Coordinator is being installed.

NOTE: The system administrator is the super user and has all necessary

permissions to create SQL databases, tables, etc.

➢ To install in SQL Authentication mode:

1. In the Database Server text input field you can enter in one of two ways depending on whether

you installed SQL Express or some other SQL flavor. If you are installing Preton Coordinator

together with SQL Express server then type the SQL Server machine name\SQLEXPRESS in the

Database Server text input field. If you are installing Preton Coordinator on one of the other SQL

flavors, then type the SQL Server machine name in the Database Server text input field.

Example for SQL Express: PretonSRV\sqlexpress

Example for other SQL flavors (besides SQL Express): PretonSRV

2. Click the SQL Authentication Method radio button:

The Login ID and Password text input fields become enabled.

3. Type the SQL database login ID in the SQL Database Login ID text input field.

4. Type the SQL database password in the SQL Database Password text input field.

5. Use the default database name PretonDb in the Database name text input field.

The default database name is PretonDb, but any valid database name can be used instead.

6. Click Next.

The Preton Coordinator Database server login dialog appears:


Preton Coordinator


Figure 16: Preton Coordinator Database Server Login

7. Type the SQL system administrator (sa) login id in the Login ID text input field.

Example: sa

8. Type the SQL system administrator password in the Password text input field.

9. Click Next.

At this stage the Preton Coordinator database is created, using the system administrator

(sa) credentials provided.

The Installing Preton Coordinator Progress Status dialog appears:

Figure 17: Preton Coordinator Installing Preton Coordinator Progress

When the installation is completed the following dialog appears:


Preton Coordinator


Figure 18: Preton Coordinator Installation Completed

10. Click Finish.

Preton Coordinator has successfully been installed.

11. Start the Preton Coordinator service from the services console.

You have now completed the installation of Preton Coordinator. In the next stage, you

install Preton Control.


Preton Control

Preton Control www.preton.com Page 25 of 72

Preton Control

Pre-installation Checklist: Preton Control

Before you begin installing Preton Control, confirm you have fulfilled the following requirements, and

have:

• Minimum .Net framework 2.0 installed

• Preton Coordinator IP Address or Host Name and port number (default port number 9090) for

Preton Coordinator)

No firewall restricting access to or blocking connections to Preton Coordinator IP Address or port number

Installing Preton Control

After you have met pre-install requirements, you can install Preton Control. You can install Preton

Control on the same machine as the Preton Coordinator, or you can install it on a separate machine.

➢ To install Preton Control (for either 32 bit or 64 bit):

1. Double-click PretonControl.exe install application on your computer.

The Choose Setup Language dialog appears:

Figure 19: Preton Control Choose Setup Language

2. Select a language you'd like to use from the Language drop-down menu.

Currently only English, Japanese, and Korean languages are available.

3. Click OK.

The Preparing to Install dialog appears:


Preton Control


Figure 20: Preton Control Preparing to Install

Wait until the package decompresses.

The Welcome to the Install Shield Wizard for PretonControl dialog appears:

Figure 21: Preton Control InstallShield Wizard


Preton Control


4. Click Next.

The License Agreement dialog appears:

Figure 22: Preton Control License Agreement

5. Accept the terms in the license agreement checkbox, and click Next.

The Install Destination Folder dialog appears:

Figure 23: Preton Control Destination Folder


Preton Control


6. Click Next.

The Ready to Install dialog appears:

Figure 24: Preton Control Ready to Install

7. Click Install.

The Installing Preton Control dialog appears:


Preton Control


Figure 25: Preton Control Installing Preton Control Progress

8. Click Next.

The Install Shield Wizard Completed dialog appears:

Figure 26: Preton Control Installation Complete

9. Click Finish.

The Preton Control launch icon appears on the desktop.

Figure 27: Preton Control Icon

You have now installed all required PretonSaver server components. The next stage is to install

PretonSaver client and then test out your Preton Control connection.

Preton Control Licensing

The Preton Control application doesn't require a product license. The Preton Coordinator satisfies the

necessary licensing requirements.


PretonSaver Client

PretonSaver Client www.preton.com Page 30 of 72

PretonSaver Client After you have installed Preton Coordinator, and Preton Control, you can proceed to install PretonSaver

client. This chapter explains how to install this component.

Installing PretonSaver Client

➢ To install PretonSaver Client:

1. Double-click on PretonSaver.exe to initiate the installation wizard.

Figure 28: PretonSaver Client InstallShield Wizard

2. Click Next.


PretonSaver Client


Figure 29: PretonSaver Client License Agreement

3. Click the I accept the terms in the license agreement checkbox, then click Next.

The Customer Information dialog appears:

Figure 30: PretonSaver Client Customer Information

4. (Optional) Type a network user name in the User Name text input field.


PretonSaver Client


This is the name of the user to whom the computer is registered.

5. (Optional) Type the name of the organization to which the user belongs in the Organization text

input field.

NOTE: The User Name and Organization fields are not used anywhere in the

Preton installation environment.

6. Select the install this application for anyone (all users) who uses this computer radio button.

This option will make the application accessible to all users.

7. Click Next.

The Preton Saver Host Server Connection Setting dialog appears:

PretonSaver Client Host Setting

8. Type the Preton Coordinator Server Name or IP address\host name in the Preton Coordinator

Server Name or IP address\Host Name text input field.

For example: PretonSRV or CoordinatorSRV

9. Confirm that the port number in the Listen on Port field is 9000, and make sure it's the same port

number on the Preton Coordinator server machine.

This is the port number which the Preton Coordinator (server) uses to communicate with

the PretonSaver client.


PretonSaver Client


NOTE: The port number defined during the PretonSaver client machine

installation, and the port number defined during the Preton Coordinator

installation must be the same.

If the port number you define on the PretonSaver client, and the Preton

Coordinator (server) machines are different, then the Client won't be able

to connect to the Coordinator.

10. Click Next.

The Destination Folder dialog appears:

Figure 31: PretonSaver Client Destination Folder

11. Click Next.

The Installing PretonSaver dialog appears:


PretonSaver Client


Figure 32: PretonSaver Client Installation Progress

12. Click Next.

The InstallShield Wizard Completed dialog appears:


PretonSaver Client


Figure 33: PretonSaver Client Installation Complete

13. Click Finish.

The PretonSaver client application is installed.

NOTE: In case Preton Power license was purchased it is recommended to reboot

your machine.

Installing Multiple PretonSaver Clients Using

Microsoft System Installer

Microsoft System Installer (MSI) deployment is very well suited to large scale deployments. This can be

achieved via Active Directory, or through use of additional software distribution software systems, such

as System Center Configuration Manager (SCCM), UniCenter, OpenView, and Zen, etc.

NOTE: If you aren't familiar with Active Directory, a quick search on the Internet

for the term 'MSI Deployment via Active Directory', will get you up and

running.

NOTE: Mass PretonSaver client installations do not take user profiles into

account. Instead they are performed on a per computer basis. They are

installed on all computers, regardless of user profile.

NOTE: Please note that for our agents upgrade intact you are required to keep the

original installer name and avoid changing it.

Changing the installer name e.g. adding any additional descriptive

information to it can cause a future upgrade to fail.

The following steps explain how to create a distribution package.

➢ To create an administrative package:

1. Create a shared network folder.

2. Click Start, Run, and type CMD in the text field to open a shell command prompt.

3. Install the MSI to a local folder.


PretonSaver Client


For example, C:\Temp\PretonPkg

4. Type msiexec /a PretonSaverSetup.MSI

A new MSI file and some software will be created in the C:\Temp\PretonPkg folder.

5. Copy all folder contents to the shared network folder, and use the newly created MSI file for

creating the installation package.

NOTE: To successfully install the PretonSaverSetup.msi, one must use the

Computer Configuration Group Policy (and not the User Configuration)

option.

NOTE: When an installation package is prepared, you need to use the MSI /a

option.

NOTE: PretonSaverSetup.msi will not request a reboot at the end of the

installation process. This behavior was chosen to support deployment

during business hours. PretonSaver client will become active the next time

the client machine is rebooted.


www.preton.com Page 37 of 72

➢ SCCM Installation command: 32-bit

MSIEXEC /i PretonSaverSetup.msi /qn HOST= <Coordinator machine name> PORT=9000

64-bit

MSIEXEC /i PretonSaverSetup-x64.msi /qn HOST=<Coordinator machine name> PORT=9000

Upgrade an existing installed client:

32-bit

MSIEXEC /i PretonSaverSetup.msi /qn HOST= <Coordinator machine name> PORT=9000

REINSTALLMODE=vaums REINSTALL=ALL REBOOT=R

64-bit

MSIEXEC /i PretonSaverSetup-x64.msi /qn HOST=<Coordinator machine name> PORT=9000

REINSTALLMODE=vaums REINSTALL=ALL REBOOT=R

NOTE: There is no need to uninstall the previous installed version if you use the

upgrade command line through SCCM or other deployment tool.


Connecting Preton Control (GUI) to Preton Coordinator

Connecting Preton Control (GUI) to Preton Coordinator www.preton.com

Page 38 of 72

Connecting Preton Control (GUI)

to Preton Coordinator Preton Control and Preton Coordinator can be installed on separate machines, or they can be installed on

the same computer. This section explains how to define your initial connection settings so the two

components can connect. Use it to confirm your connection settings are configured correctly.

Preton Control allows several authentication methods. The default connection mode is one method where

no authentication is required. Preton Control immediately connects to Preton Coordinator without

authentication.

The second connection method involves authentication, which is of two kinds: Active Directory (AD)

authentication, and Basic Authentication. Both AD authentication and Basic Authentication require that

three security groups (PretonUser, PretonPowerUser, and PretonAdministrator) be setup.

If you connect via AD authentication, the three security groups are setup via Active Directory tools. If

you connect using the Basic Authentication method, the three security groups are setup via Group

management on the Coordinator machine. One can reassign three existing Windows groups for this

purpose; this reassignment is configured through the Preton Coordinator configuration file. Anyone

connecting to the Preton Coordinator through Preton Control is therefore assigned to a group, and will

have a different set of privileges/restrictions. Each of the three connection methods is explained in a

separate section.

The following section explains how to make the initial connection to Preton Control, and describes the

fields available in the Preton Control, Connection Settings dialog, used to connect to Preton Coordinator.

➢ To start Preton Control and access the Connection Settings dialog:

1. Click Start, All Programs, Preton, Preton Control, or, double-click the Desktop icon.

The Preton Control program starts.

2. In the Preton Control main-menu, click the down-arrow appearing to the right of the Connect

button, and select the New Connection option.

The Preton Control Connect menu appears:

Figure 34: Preton Control New Connection

3. Click New Connection.

The Coordinator Connection Settings dialog appears:




Page 39 of 72

Figure 35: Preton Control Coordinator Settings

In the Coordinator Settings dialog, we define the settings used to connect to the Preton

Coordinator. The following section explains each of the various fields:

• Server Name or Server IP Address

Use this text input field to enter the Server Name or IP address of the Preton Coordinator

server machine you are connecting to.

• Connect using Port

Use this text input field to specify the Preton Coordinator port number through which the

Preton Control (GUI) can connect to the Preton Coordinator server machine.

NOTE: The Preton Coordinator default port number is 9000, while connecting to it

from the Control it should be changed to 9090

• Authenticate




Page 40 of 72

If you setup Preton Coordinator to accept only authenticated users, by either of the

authentication methods (Active Directory or Basic Authentication) then you must select

this checkbox.

You must also belong to one of the three security groups: PretonUser, PretonPowerUser,

or PretonAdministrator group.

• Connect using logged in user

If the logged in user has connection privileges then this checkbox can remain checked

(default), and his Windows credentials will be used. However, if the user signed in,

doesn't have adequate access privileges and the Preton Coordinator was installed with

'limit access to authenticated user' settings, then you should un-check this checkbox, to

allow you to use a different set of credentials. When the checkbox is unchecked, the User

name, Password, Domain Name, and Basic Authentication checkbox become enabled.

• User Name

Field used to enter user name.

• Password

Field used to enter password.

• Domain Name

Field used to enter domain name.

• Basic Authentication

Authentication can be one of two types, Active Directory Authentication, or Basic

Authentication. Only select this checkbox if you want to use the Basic Authentication

access method.

• Encrypt data

Use in case the Coordinator was installed with the “Use secured encrypted client

connection” option.

NOTE: For this feature to work, both Preton Coordinator and the PretonSaver

client must have their corresponding Encrypt Connection Settings

configured for encryption, and all components must be installed in a

domain.

When you click Test Connection Settings button, or the OK button, Preton Control

checks the Preton Coordinator configuration file's authentication and encryption settings,

and sets the relevant checkboxes in Preton Control dialog accordingly. However, if any

of the options is not set automatically, then it can be set manually.

• Check Connection




Page 41 of 72

Use this button to test your connection settings, and confirm the Preton Control (GUI) is

able to connect to Preton Coordinator, after you have entered all required connection

information, such as Server Name, Port, etc.

When the Check Connection button is clicked, Preton Control queries the Preton

Coordinator configuration file, and the authentication and encryption checkboxes are

automatically set in this dialog.

• OK

Use this button to establish the connection, after you have entered all necessary fields in

the dialog.

When you click OK, the connection settings are saved. Next time you login you will be

able to use the same settings. The Preton Coordinator Settings dialog closes, and the

Preton Control main window with enabled icons will appear.

• Cancel

Use this button to cancel the Coordinator Settings dialog, and return to the Preton Control

main menu.

Default Connection Method

If you want to establish a connection between Preton Control and Preton Coordinator, using the default

connection access method, confirm that when Preton coordinator was installed, you fulfilled the following

requirements:

• The Limit Preton Control access to authenticated users checkbox was left unchecked (default).

• The Use secure encrypted client connection checkbox was left unchecked (default).

➢ To connect to Preton Coordinator using the Default Authentication access method:

1. Click Start, All Programs, Preton, Preton Control (or, double-click the Preton Control desktop

icon).

The Preton Control application starts.



The Preton Control, Connect menu appears:




Page 42 of 72




Figure 37: Preton Control: Coordinator Connection Settings

In the Coordinator Connection Settings dialog, we specify the settings required to connect

to the Preton Coordinator.

4. Type the Preton Coordinator server name or IP address in the Enter Server Name or IP Address

text input field.

For example, in case the Coordinator machine name is SiteSRV use SiteSRV to connect to

a Preton Coordinator server machine.

5. Type 9090, the Preton Coordinator port number in the Connect using Port text input field.




Page 43 of 72



6. Click OK.

Preton Control has now established a connection to the Preton Coordinator database.

The DB Connection dialog appears:

Figure 38: Preton Connetion Established

7. Click OK.

Preton Control is now connected to the Preton Coordinator database. The Database

Connection dialog closes, and the Preton Control main-menu reappears. This explains how

Preton Control and Preton Coordinator establish a connection, using the simple connection

method.

Active Directory Authentication Connection Method

In order to establish a Preton Control to Preton Coordinator connection using Active Directory (AD)

authentication method, confirm the following requirements were met when you installed Preton

Coordinator:

• The Limit Preton Control access to authenticated users checkbox was selected.

• You added three security groups to the Active Directory.

NOTE: You can use pre-defined Windows groups and reassign them to Preton

Groups (PretonUser, PretonPowerUser, and PretonAdministrator), by

configuring them through the Preton Coordinator configuration file. For

additional information, refer to Appendix E: Authentication.

➢ To establish a Preton Control to Preton Coordinator connection using the Active Directory

authentication method:

1. Click Start, All Programs, Preton, Preton Control (or, double-click the Preton Control desktop

icon).

The Preton Control application starts.






Page 44 of 72

The Preton Control, Connect menu appears:




Figure 40: Preton Control Coordinator Connection Settings

In the Coordinator Connection Settings dialog, we specify the settings required to connect

to the Preton Coordinator.

4. Type the Preton Coordinator server name or IP address in the Enter Server Name or IP Address

text input field.

For example, use SiteSRV to connect to a Preton Coordinator server machine.

5. Type 9090, the Preton Coordinator port number in the Connect using Port text input field.



6. Click the Authenticate checkbox.




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7. Uncheck the Connect using logged in user checkbox.

Because you are using the Active Directory (AD) authentication access method, this step

is essential. The User name, Password, and Domain text input fields, and the Basic

Authentication checkbox now become enabled.

8. Type a user name in the User name text input field.

9. Type a password in the Password text input field.

10. Type a domain in the Domain text input field (the correct domain name should be identified

automatically, in case it is not typed in manually).

11. Confirm the Basic Authentication checkbox is not selected (because you are using the Active

Directory authentication method).

12. If you selected the Use secure encrypted client connection checkbox when you installed Preton

Coordinator then click the Encrypted data checkbox to select it here as well.

NOTE: Steps 6 to 12 are required only if the logged in user doesn’t have the

correct privileges to connect. If the logged in user has the correct

previliges, he can click OK. All access properties will be automatically

verified against the config file, and if they're OK he will be connected.

13. Click OK.

Preton Control has now established a connection to the Preton Coordinator database.

The DB Connection dialog appears:

Figure 41: Preton Control Connection Established

14. Click OK.

Preton Control is now connected to the Preton Coordinator database. The Database

Connection dialog closes, and the Preton Control main-menu reappears. This concludes

how Preton Control establishes a connection to Preton Coordinator, using the Active

Directory connection method.

Basic Authentication Connection Method

If you wish to establish a Preton Control to Preton Coordinator connection using the Basic Authentication

access method, then you need to confirm that when Preton Coordinator was installed, you checked the

Check the Limit Preton Control Access to Authenticated Users box to restrict Preton Control access to




Page 46 of 72

Preton Coordinator authenticated users only. For more information, see Installing Preton Coordinator

(Server).

Figure 42: Use Basic authentication option


Testing the PretonSaver Installation

Testing the PretonSaver Installation www.preton.com Page 47 of 72

Testing the PretonSaver

Installation After you have successfully installed all system components, you can test your Preton installation to

confirm everything is working correctly.

NOTE: This test procedure should be performed after all PretonSaver components

are installed, and the Preton Coordinator, Preton Control, and PretonSaver

client machines are rebooted. This test assumes Preton Coordinator and

PretonSaver client reside on two different machines.

➢ To test your PretonSaver installation:

1. On Preton Coordinator machine in Windows, click Start, Control Panel, Administrative Tools,

and Services.

2. Locate the Preton Coordinator service and restart the service.

This will only work with a valid license.

3. Reboot the PretonSaver client machine.

4. On the PretonSaver client machine open your computer's Task Manager, and in the dialog verify

that PretonClient.exe and PretonService.exe processes are running.

5. Launch PretonControl.

6. On the PretonSaver client machine create a test text document by right-clicking your mouse on

the desktop, selecting New, and the Text Document.

7. Type random text in the document and save it.

8. Send the text file you've created to an available printer.

9. Alt-tab over to the Preton Control application, and in the main-menu select the Reports tab,

Overview, and click Refresh. Here you should verify the following:

• Verify that a print job was registered in the Reports tab, Overview dialog.

• Verify that the user who printed the document is registered in the Reports tab, Users,

Users Report.

• Verify that the printer that printed the document is registered in the Reports tab, Printers,

Printer Report.

• Verify that the document you printed is listed in the Reports tab, Documents, Document

Search, press Search.

10. Select the Users tab, click the + sign, and verify that the current user was added under Users

group.


Testing the PretonSaver Installation

Testing the PretonSaver Installation www.preton.com Page 48 of 72

11. Select the Printers tab, click the + sign, and verify that the printer which the document was

printed from is added to the printers list.


Upgrading PretonSaver

Upgrading PretonSaver www.preton.com Page 49 of 72

Upgrading PretonSaver PretonSaver provides facilities for upgrading both server and client components. This includes Preton

Coordinator, Preton Control, and PretonSaver client applications.

Upgrading PretonSaver (Server Software)

➢ To upgrade PretonSaver (server-side) software components:

1. Backup the PretonDb database.

2. Uninstall the old versions of Preton Coordinator, and Preton Control.

3. Install the new versions of Preton Coordinator and Preton Control.

NOTE: During this step the PretonDb database is upgraded.

Upgrading PretonSaver (Client Software)

PretonSaver client software is upgraded, through the Preton upgrade mechanism, which is available

through Preton Control. To upgrade your PretonSaver client software, simply start the Preton Control,

using the Settings menu, select the Upgrade Wizard option, and follow the wizard options (for detailed

information consult the Administrator guide).

Figure 43: PretonSaver Upgrade Wizard

Uninstalling PretonSaver

Use Control Panel add/remove programs to uninstall PretonSaver components.


Appendix A: Installing Microsoft .NET Framework 2.0 SP1 or Above

Appendix A: Installing Microsoft .NET Framework 2.0 SP1 or Above www.preton.com

Page 50 of 72

Appendix A: Installing Microsoft

.NET Framework 2.0 SP1 or Above Donwload.NET Framework 2.0, and install the package using online instructions provided by Microsoft,

from the following web address:

http://www.microsoft.com/net/download/earlier-versions


http://www.microsoft.com/net/download/earlier-versions


Appendix B: Installing Microsoft SQL Server 2012 Express www.preton.com

Page 51 of 72

Appendix B: Installing Microsoft

SQL Server 2012 Express After you have installed Microsoft .NET Framework 2 or above, the next step in the PretonSaver

installation process, is to install one of the many flavors of Microsoft SQL Server Express on your

system.

NOTE: Any of the many versions of Microsoft SQL Server Express available

would be suitable for this task, e.g. SQL Server 2008 Express is also

supported.

The steps necessary to install Microsoft SQL Server 2012 Express are

provided in this Appendix.

➢ To install Microsoft SQL Server 2012 Express:

1. Download Microsoft SQL Server 2012 Express from the following web address:

http://www.microsoft.com/en-us/download/details.aspx?id=29062

2. Double-click the SQL Server 2012 Express application that you downloaded onto your computer.

The Microsoft SQL Server 2012 Express Edition Setup dialog appears:

Figure 44: End User License Agreement





Page 52 of 72

3. Accept the end user license agreement and click Next.

Select New SQL Server instalation:

Figure 45: Installation Option

Figure 46: Install Setup Files

4. Click next.

5. Click Install.




Page 53 of 72

The Feature Selection dialog appears:

Figure 47: Feature Selection

6. Click Next.

The Instance Configuration dialog appears:




Page 54 of 72

Figure 48: Instance Configuration

7. Click Next.

The Server Configuration dialog appears:

Figure 49: Server Configuration dialog




Page 55 of 72

The Database Engine Configuration dialog appears:

Figure 50: Database Engine Configuration dialog

8. Click Next.

The Instance Name dialog appears:

9. Select the Mixed Mode radio button.

10. Type a password in the Enter password text input field, and confirm the password you entered by

retyping it in the Confirm Password text input field.

11. Click Next.




Page 56 of 72

The Error Reporting dialog appears:

Figure 51: Error Reporting dialog

12. Click Next.




Page 57 of 72

Figure 52: Installation Progress

The Complete dialog appears:


Appendix C: Installing Microsoft SQL Server Management Studio Express

Appendix C: Installing Microsoft SQL Server Management Studio Express www.preton.com

Page 58 of 72

Appendix C: Installing Microsoft

SQL Server Management Studio

Express ➢ To install Microsoft SQL Server Management Studio Express:

13. Download Microsoft SQL Management Studio Express from the following Web address:


14. Execute the application you just downloaded.

The Product Updates dialog appears:

Figure 53: Product Updates

15. Click Next.

The Install Setup Files dialog appears:





Page 59 of 72

Figure 54: Install Setup Files

16. Click Install.

Installation Type dialog appears:




Page 60 of 72

Figure 55: Installation Type

The Feature Selection dialog appears:




Page 61 of 72

Figure 56: Feature Selection dialog

17. Select All

18. Click Next.

The Error Reporting dialog appears:




Page 62 of 72

Figure 57: Error Reporting

19. Click Next.

The Installation Progress dialog appears:




Page 63 of 72

Figure 58: Installing Microsoft SQL Server Management Studio Express Progress

20. Click Next.

The Complete dialog appears:




Page 64 of 72

Figure 59: Completing the Microsoft SQL Server Management Studio Express

Setup

21. Click close.

Microsoft SQL Server Management Studio Express has been installed.


Appendix D: PretonSaver Files

Appendix D: PretonSaver Files www.preton.com Page 65 of 72

Appendix D: PretonSaver Files

PretonSaver Configuration Files

The Preton Coordinator configuration file resides in the following directory:

C:\Program Files\PretonCoordinator\PretonCoordinator.exe.config

NOTE: After you edit and save the PretonCoordinator.exe.config file you

modified, you need to restart the PretonCoordinator service, for the

changes you made to take effect.

PretonSaver Log Files

Log file Name Directory Location Description

Trace.log PretonCoordinator The trace log file.

Activity.log PretonCoordinator The activity log file.


Appendix E: Authentication

Appendix E: Authentication www.preton.com Page 66 of 72

Appendix E: Authentication

Pre-Defined Windows Group Mapping

One can use pre-defined Windows groups to be reassigned for Preton authentication. This is done by

modifying settings in the PretonCoordinator.exe.config file

from:

<appSettings>

<add key="PretonUser" value=""></add>

<add key="PretonPowerUser" value=""></add>

<add key="PretonAdministrator" value=""></add>

</appSettings>

to:

<appSetting>

<add key="PretonUser" value="PredefineGroupA"/>

<add key="PretonPowerUser" value="IT"/>

<add key="PretonAdministrator" value="Administrators"/>

</appSetting>

The following table explains the permissions granted to each role.

Group Type Permission Description

Preton User Read Permissions Users belonging to this group are permitted to

view reports and configuration settings.

Preton Power

User

Read Permissions Users belonging to this group are permitted to

view reports, search documents, and view

configuration settings.

Preton

Administrator

Read-Write

Permissions

Users belonging to this group are given

unrestricted access.


Appendix F: System Components

Appendix F: System Components www.preton.com Page 67 of 72

Appendix F: System Components The following table lists system components and their functions:

Program Name Application Name / Application Type

Description

Preton

Coordinator

PretonCoordinator.exe

[Server software]

Preton management server application. Its job is

to manage PretonSaver clients, collect print job

information, generate statistical reports, and

apply/enforce enterprise wide printing policies.

Preton Coordinator ideally is installed on one of

the enterprise servers, where it is able to freely

communicate with the SQL database.

Preton Control PretonControl.exe

[Configuration GUI

application used to

connect to Preton

Coordinator server-side

software.]

Preton Control is the configuration GUI

component used to connect to Preton

Coordinator. Its main task is to define printer

based print rules, as well as generate reports

based on a large variety of print parameters.

Preton Control can be installed alongside Preton

Control on the same machine, or installed on a

remote computer from which it connects to

Preton Coordinator.

PretonSaver

Client

PretonSaver.msi

[End-user client-based

desktop software

application.]

Preton desktop-based client application, for end-

users, used to define individual print parameters.


Appendix G: Upgrade Guide

Appendix G: Upgrade Guide www.preton.com Page 68 of 72

Appendix G: Upgrade Guide The upgrade guide addresses the recommended upgrade procedure, and illustrates different upgrade

options.

Server Side Upgrade

➢ To upgrade the server:

1. Install a test environment over the customer site or at your office. The test environment should be

based on the same PretonSaver Enterprise production components (the exact version installed at

your customer’s site that you intend to upgrade).

2. Backup the production database.

3. Restore the production database into the previously prepared test environment

4. Perform an upgrade of the test environment.

➢ To upgrade the test environment:

1. Uninstall the current Coordinator and install the new Coordinator (during this step the database

will be updated).

The new Coordinator should complete installation without errors. Installation time can

take a while due to database update.

2. Uninstall the current Control and install the new Control.

3. Connect using the new Control.

4. Install one client, reboot and print, and make sure that the user and the print jobs were registered

properly.

Once testing the upgrade successfully, backup the production database and perform the steps above on the

production environment. If there is any issue with the production server side upgrade:

• Restore the previously backed up database and reinstall the previous PretonSaver Enterprise

components (the exact version installed before the upgrade).

• The customer can continue to work with savings until the issue is solved.

NOTE: 3.2.0.x and above can be upgraded to 3.3.x.y. Versions prior to 3.2.0.x

should be upgraded to 3.2.0.x first and then to 3.3.x.y. If you don’t have

3.2.0.x installers, please contact [email protected].


mailto:[email protected]



Server Side Upgrade Failure

A failure on the server side is actually a failure of the database upgrade. In case of a failure, please

provide us with the following information:

• Coordinator logs

Database version from the VERSION table of the database before the upgrade and the

database after the upgrade.

Figure 60: The Version Table

Figure 61: The Database Version

• Database scripts of the database before the upgrade and the database after the upgrade

➢ To generate the database script:

1. Select PretonDb, Tasks, and Generate Scripts.

Figure 62: Selecting Generate Scripts

2. Select Script all objects in the selected database, and click Finish.




Figure 63: Selecting a database to script


Appendix H: Proxy

Appendix H: Proxy www.preton.com Page 71 of 72

Appendix H: Proxy To encrypt proxy settings entered during the Preton Coordinator installation and can be found under the

PretonCoordinator.exe.config:

Stop the PretonCoordinator services before encrypting / decrypting.

Run CMD

Navigate to the PretonCoordinator installation folder at C:\Program Files\Preton\PretonCoordinator and

run the enclosed:

PretonCoordinator.exe /protect - encrypts the proxy info and license server URL

PretonCoordinator.exe /decrypt - decrypts the proxy info and license server URL

PretonCoordinator.exe /show_encrypted_settings shows the values that are encrypted


Appendix I: Network Traffic

Appendix I: Network Traffic www.preton.com Page 72 of 72

Appendix I: Network Traffic • When an end user machine starts: 3-15KB (depending on the client policy items)

• When an end user machine turns off: 0-3KB

• Policy updates 4KB


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