Software used by portions of this application require the following license statement:

[The BSD License] Copyright (c) 2004-2011 Jaroslaw Kowalski jaak@jkowalski.net

All rights reserved.

Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met:

Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. Redistributions in binary form must reproduce the above copyright notice,this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. Neither the name of Jaroslaw Kowalski nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OFSUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

INTRODUCTION 1-1

LICENSING AND INSTALLATION 2-1

SETTING UP YOUR SYSTEM 3-1

MONITORING YOUR SYSTEM 4-1

GENERATING REPORTS AND SCHEDULING UPDATES 5-1

TROUBLESHOOTING 6-1

APPENDIX A & B

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1 Introduction

Contents Supported scanners and level of support ....................................... 1-2Customizing your system................................................................ 1-4System requirements ...................................................................... 1-4

Kodak Asset Management Software is designed to help you manage your Kodak Scanners. With the Asset Management Software you can monitor scanner usage, maintenance, errors and update scanner drivers.

Kodak Asset Management Software consists of the Kodak Asset Management Software Server Module, which includes an Administrative GUI launched via a web browser, and the Kodak Asset Management Software Client Module.

The Kodak Asset Management Software Server Module provides the following capabilities:

• Scanner Alerts — e-mail messages can be sent indicating a scanner condition that requires attention. For example, if too many document jams are occurring because of poor document preparation.

• Reminders — indicate that it is time to clean the scanner or to replace consumables. Because replacement rates vary based on your scanning requirements, thresholds may be set to replace consumables at the optimal rate to ensure efficiency. Reminder e-mails will be sent until maintenance is completed and reset.

• Configuration Management — provides a way to upgrade client software using update packages. Deployment of these updates can occur on one scanner or a set of scanners based on a user-defined schedule and group.

• Easy to Access Log Files — log files are currently available on most Kodak Scanners. You can easily retrieve the log files from each scanner and prepare them for transmission to Kodak Service or other authorized support staff.

• Group Assets — group your assets based on user-selected criteria such as, model, location, area, etc.

• Reports — run reports based on an individual asset or groups of assets.

NOTE: For the purpose of this manual, “assets” refers to Kodak Scanners.

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The Kodak Asset Management Software Client Module is resident on a host PC that the scanner is connected to. It communicates with the server to provide status and look for updates from the server. The client software monitors the asset through the scanner driver on the host PC. It also provides warnings when critical events occur and alerts the operator when pre-defined maintenance or error thresholds are reached.

The client software retrieves updates or requests that have been scheduled using the server software. Upon receipt of the request, the client software uses pre-defined settings to perform the requested updates. The client software may also send an acknowledgment to the server that the maintenance was completed.

The Kodak Asset Management Software Administrative GUI provides a view into the scanner operations which will enable you to maximize up-time and maintain an efficient use of all of your scanners. It also provides a way for scheduling updates and running reports.

Supported scanners and level of support

Kodak Asset Management Software supports the following scanners:

Scanner Supported Driver version Kodak i920 ScanMate Scanner 1.2.1 — Basic

2.0 and later — AdvancedKodak i940 ScanMate Scanner 2.0 and later — AdvancedKodak i30 and i40 Scanners 2.22 — Register onlyKodak i1100 Series Scanners 1.02 and later — Basic Kodak i1150/i1180 Scanners 1.1.0 and later — AdvancedKodak i1200Series Scanners 3.33 — Basic

4.4 and later — AdvancedKodak i2400/i2600 Scanners 1.3 — Basic

1.17 and later — AdvancedKodak i1300Series Scanners 3.33 — BasicKodak i405 Scanner 2.33 — BasicKodak i2800 Scanner 1.3 — Basic

1.17 and later — AdvancedKodak i2900 Scanner AdvancedKodak i1410, i1420, i1440 Scanners 2.33 — BasicKodak i3200/i3400 Scanners AdvancedKodak i4200/i4600 Scanners 1.56 — Basic

2.0 and later — Advanced Kodak i600 Series Scanners 1.7 and later — BasicKodak i700 Series Scanner 1.0 and later — BasicKodak i5200Scanner 1.2 — Basic

1.13 — AdvancedKodak i1800 Series Scanners 1.03 and later — BasicKodak i5600/i5800 Scanners 1.3 — Basic

1.13 — Advanced

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• Register only — You can register the scanner and upload drivers.NOTE: When an asset is registered, it is recognized by the Kodak

Asset Management Software Server Module.

• Basic — Kodak Asset Management Software cannot access the scanner if it is in use and some features are not available (e.g., jams and multi-feeds).

• Advanced — Kodak Asset Management Software can access the scanner when it is in use and all features are available.

NOTE: Additional scanners may be added in the future; contact your Kodak representative.

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Customizing your system

The Kodak Asset Management Software is designed for flexibility. No matter how small or large your organization is, you can customize your system to meet your business needs. You can create as many groups of scanners as desired (or create no groups) and assign scanners to one or multiple groups. Users can be assigned viewing privileges or administrator privileges depending on their role.

You can also create reports. Depending on what information you want to gather, you can include a variety of tasks, such as: total pages scanned, pending maintenance, errors and scheduled update status.

System requirements Before installing Kodak Asset Management Software be sure your system meets the following requirements:

Kodak Asset Management Software Module Server ModuleBrowser Support • All browsers require Microsoft Silverlight Plug-in

• Microsoft Internet Explorer, Version 8 or higher• Mozilla Firefox, Version 9 or higher• Google Chrome, Silverlight supports Version 12 and higher

Server: Operating Systems• Windows Server 2008 R2 (64-bit) Standard Edition• Windows Server 2008 R2 (64-bit) Web Edition• Windows Server 2012

Server: Hardware ConfigurationProcessor Recommended: 2.6 GHz or fasterMemory Recommended: 3 GB or higherFree Disk Space Minimum: 32 GB or greater (for software and database)

NOTE: More disk space is required depending on the number of assets, the frequency settings and the retention settings.

Kodak Asset Management Software Module Client ModuleClient: Operating Systems

Windows XP SP3 (32- and 64-bit)Windows 7 SP1 (32- and 64-bit)Windows 8 (32- and 64-bit)Windows 8.1 (32- and 64-bit)

Client Hardware Configuration - the client hardware must be the same or higher than the recommended configuration of the attached scanner. Refer to the User’s Guide for your scanner for product specifications or go to the Kodak website: www.kodakalaris.com/go/scanners.

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2 Licensing and Installation

Contents Before installing the software.......................................................... 2-1Enable IIS ................................................................................... 2-1Download and install SQL Express with Advanced services...... 2-4Configuring SQL Express after installation ................................. 2-4

Installing the server software .......................................................... 2-8Installing the client software.......................................................... 2-13

Manual installation .................................................................... 2-13Silent installation....................................................................... 2-15

Before installing the software

Before installing the Kodak Asset Management Software Server Module configure the Windows server and install Microsoft SQL Server Express or another version of SQL Server version (if not already installed).

Enable IIS From the Server Manager screen:

1. Select Roles, then click Add Roles.

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The Select Server Roles screen will be displayed.

2. Check Web Server (IIS), then click Next. The Web Server (IIS) screen will be displayed.

3. Click Next.

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The Select Role Services screen will be displayed.

Check the following on the Role Services screen:

ASP.NETWindows AuthenticationDefault Document.NET ExtensibilityStatic ContentRequest FilteringISAPI FiltersISAPI Extensions

then click Next. The following screen will be displayed.

4. Click Add Required Role Services.

5. Click Install. When the installation is complete, exit the Server Manager.

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Download and install SQL Express with Advanced services

NOTE: If the Microsoft SQL Server is not already installed, follow these procedures to download and install SQL Express.

1. Obtain the installer from this URL: http://www.microsoft.com/download/en/details.aspx?id=25174.

2. Run SQLEXPRADV_x64_ENU.exe.

3. Accept all of the default settings during installation.

Configuring SQL Express after installation

When you run SQL Management Studio for the first time, the Microsoft® SQL Server 2008 R2 screen will be displayed.

1. Enter YourServerName\sqlexpress in the Server name field.

2. Enter Windows Authentication in the Authentication field and click Connect. The SQL Server Management Studio main screen will be displayed.

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3. Enable Windows Authentication mode in SQL Express.

• Right-click the highest level node in the left pane of SQL Server Management Studio, select Properties and then click Security.

• Select Windows Authentication mode and click OK.

4. Enable Filestream capabilities.

• Right-click the highest level node in the left pane of SQL Server Management Studio, select Properties and then click Advanced.

• Select Full access enabled for FileStream Access Level.

• Click OK and exit the SQL Server Management Studio.

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5. Run SQL Server Configuration Manager and right-click SQL Server Services, then click Open.

6. Right-click SQL Server (SQLEXPRESS) and select Properties to display the SQL Server (SQLEXPRESS) Properties screen.

7. Select the FILESTREAM tab and check Enable FILESTREAM for Transact-SQL access and Enable FILESTREAM for file I/O streaming access.

8. Click OK on the SQL Server (SQLEXPRESS) Properties screen.

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9. Right-click SQL Server (SQLEXPRESS) in the right pane and select Restart.

10.When the restart is complete, exit the SQL Server Configuration Manager.

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Installing the server software

1. Go to the Kodak website: www.kodakalaris.com/go/AssetManagement and click on the Support tab to download and run the Kodak Asset Management Software Server Module.

2. Click Next when the Kodak Asset Management Software Server screen is displayed.

NOTE: Pre-requisites are required for this software to install and run properly. If the Requirement screen is displayed, install the required components before continuing with the installation.

The License Agreement screen will be displayed.

3. Click Yes after you have read and agreed with the terms of the Software License Agreement.

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The Choose Destination Location screen will be displayed.

4. Browse to the folder where you want to install the server software website files or keep the default setting, then click Next.NOTE: It is recommended that you accept the default setting.

The Choose Destination Location screen will be displayed.

5. Browse to the folder where you want to install the server software application files or keep the default setting, then click Next.NOTE: It is recommended that you accept the default setting.

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The Database Credentials screen will be displayed.

6. Enter or browse to the location of the database server and select how you want to connect to the SQL Server user interface, either:

• Windows authentication or

• SQL Server Authentication, which requires using a login ID and password when connecting to the SQL Server user interface.

Click Next. The Choose Destination Location screen will be displayed.

7. Browse to the folder where you want to install the database files or keep the default setting, then click Next.NOTES:• It is recommended that you accept the default setting.• If the SQL database is on another server, this folder must

correspond to a folder on the remote server.

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The Virtual IIS Directory screen will be displayed.

8. Click Next. The virtual directory will be used to specify the directory in the URL string that is entered in your browser to navigate to the Kodak Asset Management Server Software.

For example, if your server name is My Server, and you kept the default of KodakAssetManagement, you would enter the following in your browser’s location bar:MyServer/KodakAssetManagementEnter your TCP port number and a site name.

9. From the Ready screen, click Install.

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The installation will start and progress screens will be displayed.

10. When the installation is complete, click Finish to exit the installer.

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Installing the client software

The client software can be manually or silently installed on the host PC.

Manual installation To install the client software manually on the host PC:

1. Download and run the Kodak Asset Management Software Client Module from the Kodak website: www.kodakalaris.com/go/AssetManagement.

The Welcome screen will be displayed.

2. Click Next. The Software License Agreement screen will be displayed.

3. Click Yes after you have read and agreed with the terms of the Software License Agreement.

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The Choose Destination Location screen will be displayed.

4. Browse to the folder where you want to install the Kodak Asset Management Software Client Module or keep the default setting, then click Next.NOTE: It is recommended that you accept the default setting.

5. Enter the Kodak Asset Management Software server’s network address (URL). This is the same address and virtual directory you used to browse to the Kodak Asset Management Server Software, i.e., MyServer/KodakAssetManagement.

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6. Click Next.

7. Click Install. The installation will start and a progress screen will be displayed.

8. Click Finish when the installation is complete.

Silent installation To create a silent install for the client installer, first create an INSTALLSHIELD "response" file, which is typically called "setup.iss". To create it, run the client installer manually with some additional command line switches:

AssetMgtClient.exe /r /f1"C:\temp\setup.iss"

The /r switch tells INSTALLSHIELD to create a response file, and /f1 tells INSTALLSHIELD the name of the response file.

NOTE: There is no space between the /f1 and the name of the file. It is suggested that you wrap the file's path in quotes.

As you go through the manual installation, your responses to each of the dialog boxes will be recorded in the response file.

Once you have the response file, you can do a silent installation with the /s command line switch:

AssetMgtClient.exe /s /f1"C:\temp\setup.iss"

NOTE: This procedure is standard for most INSTALLSHIELD installers. If you need to edit your response file, use notepad.exe.

To facilitate the deployment of the client to multiple clients, you can put the response file and installer on a shared network drive. You can also put the silent install command in a batch file which can be run on the client machines.

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3 Setting up Your System

Contents Configuration planning .................................................................... 3-1Before you begin............................................................................. 3-2System overview............................................................................. 3-3Accessing the Asset Management server console ......................... 3-4Icons ............................................................................................... 3-5Quick conversion ............................................................................ 3-5Administrative roles......................................................................... 3-6Establishing system defaults........................................................... 3-7Configuring SMTP settings ........................................................... 3-12Configuring retention settings ....................................................... 3-13Creating a User list ....................................................................... 3-14

Adding a user............................................................................ 3-14Changing user settings ............................................................. 3-15Deleting a user.......................................................................... 3-15

Log area........................................................................................ 3-16About area .................................................................................... 3-17Groups .......................................................................................... 3-18

Adding a group.......................................................................... 3-19Adding assets to groups............................................................ 3-24

Assets ........................................................................................... 3-25Editing asset details .................................................................. 3-26Viewing asset events ................................................................ 3-28Viewing asset history ................................................................ 3-30Deleting assets ......................................................................... 3-32

Examples ...................................................................................... 3-33

Configuration planning

Before using the Kodak Asset Management Software you should review this chapter and plan how you want to configure your system. Consider the following:

• Decide if you need or want to change the Kodak default settings for the maintenance and error thresholds.

• Decide what system users to create and the privileges you want to grant to them.

• Decide if you want to setup groups of assets.• If you are setting up groups:

- Determine which assets will belong to which groups (e.g., by model, location, or use).

- Determine which users will be assigned to which groups and the privileges you want to grant to them.

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• Decide what reports you want to generate.Decide which assets you want to monitor. See the section entitled, “Supported scanners” in Chapter 1 to be sure they are supported.

Before you begin Before you get started, consider the following:

• If security is important, consider enabling HTTPS vs. HTTP. See Appendix A, Configuring HTTPS.

• User accounts must exist on the server for the individuals that need to access the Kodak Asset Management Software. Keep in mind that there is a one-to-one relationship between server user accounts and users created in the Kodak Asset Management Software Administrative GUI.

• Before you install the Kodak Asset Management Software, if you already use SQL Server, decide if you want the Kodak Asset Management Software database to reside in your current copy of SQL Server, or if you want to install another instance of SQL Server and dedicate it to the Asset Management Software database.

• Before you install the Kodak Asset Management Software, think about the URL, website and port number you want to assign to the Kodak Asset Management Software Administrative GUI. By default, users will access the software through their browser by entering http://YourServerName/KodakAssetManagement in their browser’s address bar. You may want to substitute KodakAssetManagement for something more closely associated with your business.

• The Kodak Asset Management Software Administrative GUI allows you to assign your assets into groups. Think about how you can use this option to make it easier to keep track of your assets. See the section entitled, “Adding assets to groups” later in this chapter.

• If you plan to use e-mails to notify personnel of maintenance and error alerts, you will need to understand how your SMTP server is configured.

• Before you start adding assets to the system, become familiar with the System Default screen in the Kodak Asset Management Software Administrative GUI. This is where you will define automatic asset attribute assignments, the e-mail addresses for error and maintenance alerts, and HTTPS vs. HTTP settings. See the section entitled, “Establishing system defaults” later in this chapter.

• You should also become familiar with the System Retention screen. The amount of system and asset information that is retained is determined by the parameters on this screen. These settings will have a direct effect on your server’s resources and available disk space. See the section entitled, “Configuring retention settings” later in this chapter.

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System overview From the main window, you can manage groups, assets, reports, software updates and system settings (including users).

Depending on how you want to set up your system, it is recommended that you create a list of users. You can assign a user to be a System Administrator which allows them to change anything in the system, you can allow them to see assets not currently in a group or you can just give them read-only (view) rights to the system.

• Groups provide a way of organizing your assets (scanners). Depending upon your preferences, assets do not need to be assigned to groups. However, if you want to place your assets into groups, you can set up your groups any way that works well for your organization. For example, groups may be organized by location, scanner model, department, etc. After you have set up groups, you can assign users and assets to these groups. See the section entitled, “Groups” later in this chapter for information and procedures on creating groups.

• Assets are the scanners that will be monitored by the Kodak Asset Management Software. When an asset is first connected to a client PC, it will automatically be listed in the server as an unassigned asset because it does not belong to any group. Users can view, add, modify and delete assets depending on their privileges. See the section entitled, “Assets” later in this chapter for information and procedures on managing assets.

• Reports can be created to provide information on the collected asset or group data. The data can be formatted into a table for a specific time period. Report types include: total pages, pending maintenance, errors and scheduled update status. Users can view, add, modify and delete reports depending on their privileges. See Chapter 5 for information and procedures for setting up and running reports.

• Updates allow you to create update packages for drivers, client software, TWAIN Setting Shortcuts, Smart Touch, etc. as well as schedule updates for assets. See Chapter 5 for information and procedures for setting up and maintaining updates.

• System allows you to set up or change the following settings: system default, SMTP, retention and user. You can also access the Log and About windows from the System window. For more information about the options on the System Defaults window, see the section entitled, “Establishing system defaults” later in this chapter.

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Accessing the Asset Management Software server console

IMPORTANT:Before users can log into the Kodak Asset Management Software Administrative GUI your corporate IT System Administrator must give each user access to the server.

The Kodak Asset Management Software Administrative GUI is launched via a web application. 1. Open your internet browser.

2. Go to the server software virtual directory on the server’s website (e.g., http://www.Myserver.com/KodakAssetManagement).

3. Enter your credentials to gain access to the server.

4. While the Kodak Asset Management Software Administrative GUI is loading, the system will verify that the required version of the Microsoft® Silverlight plug-in is installed on your PC. If it is not, you will be prompted to download and install it.

5. After the Silverlight plug-in is verified or the required version is downloaded, the main window will be displayed.

NOTE: Until users are added, anyone who can log into the server is treated as a System Administrator. It is recommended that you create users, and decide user rights/privileges as soon as possible.

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Icons The following icons are used throughout this manual

Quick conversion Following is a list of conversions from minutes to hours to days. This may be helpful when making your frequency settings.

Refresh — when clicked, refreshes the information currently displayed on the screen.

Details — allows you to view and edit details for an asset, group, location, support contact, etc.

New — allows you to create a new group, asset, location, support contact, etc.

Delete — allows you to remove a group, asset, location, support contact, etc.

Add — allows you to add assets to a group.

Remove — allows you to remove assets from a group.

Minutes Hours Days60 1360 6720 121440 24 12160 36 1.52880 48 24320 72 35760 96 47200 120 58640 144 6

10080 168 7

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Administrative roles System Administrator — a System Administrator has complete control of the Kodak Asset Management Software and is allowed to make any changes to the system. A System Administrator is the only one who can view SMTP settings and also manages the list of users that can access and use this software.

Group Administrator — a Group Administrator has control of their group(s). They are allowed to add, remove and manage the assets that belong to their group(s).

Any user can create a group but only assets that they have access to can be added to that group. The System Administrator typically assigns Group Administrators and Unassigned asset privileges. The user that creates a group is automatically the Group Administrator for that group. As the Group Administrator, you can add other users to your group; you can give these users administrator privileges or just viewing privileges to your group.

Asset Administrator — an Asset Administrator has control of specific asset(s). Any user of the system can be assigned by the System Administrator as an Asset Administrator. They can manage this asset(s) and delete it from the system. Keep in mind that Asset Administrators can delete assets from the system which will also delete all saved information for it. However, the asset will re-register/recognized by the system at the next scheduled update by the client PC.

Report Administrator — any user of the system can create a report. The person who creates the report automatically is the Report Administrator.

Update Package Administrator — any user of the system can create an update package. The person who creates the update package is automatically the Update Package Administrator.

Schedule Update Administrator — any user of the system can schedule an update. The person who schedules the update is automatically the Schedule Update Administrator.

NOTE: The last person to modify an update package and/or a scheduled update, is automatically the Update Package Administrator or Schedule Update Administrator. For example, a user creates an update package and schedules it to run at 1:00 AM Pacific time; however, the System Administrator wants this update to run at 3:00 AM Pacific time. When the System Administrator modifies this scheduled update, they automatically become the Schedule Update Administrator for that update package.

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Establishing system defaults

After the Kodak Asset Management Software Server Module is installed, each person that logs into the Kodak Asset Management Software Administrative GUI is considered a System Administrator until users are created.

Before setting up users and groups, it is beneficial to set your system defaults. If groups are created, the values you set on the System Defaults window will pre-populate the corresponding group settings. For example, the location information defined on the System Default window will be used when creating a new group.

The Assign on Add option provides a convenient way to automatically assign values to any asset when it is added to the system. This option is available for Location, Support Contact, Update frequency and Maintenance and Error thresholds. Use these options on the System window if you do not plan to use groups or want the same settings for all assets. If you need to change these values after an asset has been added to the system, use the Asset Details window, or assign an update after an asset has been added to a group by clicking the Assign Now button.

The Maintenance and Error Thresholds are typically different based on scanner model. The Kodak scanner defaults are sent to the server when the scanner first connects to the system. Therefore, you only need to specify values if you want to override the Kodak defaults. 1. From the main window, click System.

2. Click Defaults. The Defaults area will be displayed.

3. In the Maintenance e-mail field enter the e-mail address of the person who will be notified when the maintenance threshold of an asset is reached or exceeded.

NOTES:• If an asset belongs to a group and the group has a value for

Maintenance e-mail, the group’s e-mail address will be used.• If more than one person should receive this e-mail, you will need to

set up a group e-mail address. You can specify multiple email addresses, separated by a comma, up to 64 characters.

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4. In the Error e-mail field enter the e-mail address of the person who will be notified when the error threshold of an asset is reached or exceeded.

NOTES

• If an asset belongs to a group and the group has a value for Error e-mail, the groups’s e-mail address will be used.

• If more than one person should receive this e-mail, you will need to setup a group e-mail address. You can specify multiple email addresses, separated by a comma, up to 64 characters.

5. Click the location Details icon to display the Location window where you can enter or change any information in the location fields.

6. Click the support contact Details icon to add the support contact information for the assets in the system.

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7. From the Update Frequency drop-down box, select how often (in minutes) you want the client PC to send asset information (i.e., page counts, meter values, paper jams, multifeeds, etc.) to the server.

The update frequency also determines when information about updates is sent to the asset. Therefore, when a change is made, it will not take effect until the client PC communicates with the server again.

When deciding what Update Frequency value to set, you will need to consider the size of your database, how long you want to keep the information (retention) and how frequently you want to run reports. By default, the frequency setting is 1440 minutes (1 day). Depending on your scanning volumes, you may need to increase or decrease this setting. The more frequently the client PC communicates with the server, the more information will be written to the database.

NOTE: Partial updates will continue even if a registered scanner is disconnected from the host PC. This will allow the client to check to see if the asset was deleted and also allow for the handling of error and maintenance clearing. Partial updates will not update the Last Update Time field in the Asset Detail window while the asset is disconnected.

8. Click the maintenance thresholds Details icon to change the Maintenance threshold settings.

NOTE: All of the maintenance thresholds will be displayed, however, depending on the scanner model only the maintenance thresholds that your scanner supports will be reported to the server. The values in these fields will be 0 until assets have been added to the system.

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The values in the Frequency, Reminder and Escalate fields are set to scanner model-specific defaults. It is suggested that you keep the default settings until you evaluate the usage of your assets. For example, you may need to increase or decrease the settings based on the number of pages being scanned in a day, paper types being scanned, environmental conditions, etc.

The client software that runs on the PC that the asset is connected to sends the default values for the maintenance thresholds to the server. If you need to change these defaults to accommodate your scanning needs, you can make any required changes on the Maintenance Thresholds window. If you check Assign on Add, these new settings will override the manufacturing default settings. These new settings will take effect the first time the client PC communicates with the server.

The maintenance threshold values are set via the server software, however, only the client software can reset these values once the maintenance has been performed. For example, if the user replaces the feed module tires, this information is entered using the client software and will be updated the next time the client PC communicates with the server.

• Change any of the values in the Frequency, Reminder and Escalate columns as desired, then click OK.- Frequency — displays the number of pages that can be

scanned before maintenance needs to be completed. You can enter a number from 0 to 999999. The number displayed in this field is the default value that is recommended in the scanner User’s Guide.

- Reminder — enter the number of pages (0 to 999999) that can be scanned before the user will be reminded to perform maintenance after the frequency threshold has been reached or exceeded. The Reminder value is also used to determine how many pages can be scanned before a maintenance status goes from green to yellow. For example, if the frequency is set to 1000 and the reminder is set to 100, when 901 pages have been scanned, the maintenance status will go from green to yellow and a message will be displayed to the user on the client PC. The default number displayed in this field is the value displayed in the Frequency field divided by 10.

- Escalate — enter a number from 0 to 999999 to indicate the number of pages scanned after which an escalation e-mail will be sent to a user. This is typically some number of pages beyond the number of pages specified in the Frequency field. For example, if the maintenance threshold frequency setting for cleaning the scanner is every 1000 pages and the escalate setting is set to 200 and the user does not clean the scanner when 1200 pages have been scanned, an escalation e-mail will be sent every time the client PC communicates with the server. The default number displayed in this field is the value displayed in the Reminder field multiplied by 5 plus the number displayed in the Frequency field.

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9. Click the error thresholds Details icon to change the error threshold settings.

NOTE: All of the error thresholds will be displayed, however, depending on the scanner model only the error thresholds that your scanner supports will be reported to the server.

The client software that runs on the PC that the asset is connected to sends the default values for the error thresholds to the server. If you need to change these values, you can make any changes from the Error Thresholds window. If you check Assign on Add, these new settings will override the manufacturing default settings. These new settings will take effect the first time the client PC communicates with the server.

Unlike maintenance thresholds, only the server software can reset error thresholds. For example, if the error threshold for paper jams has been reached or exceeded, only a System, Group or Asset Administrator can reset this value. The reset will occur the next time the client PC communicates with the server.

• If desired, change the value in the Frequency field which indicates how many events can take place before it is considered a problem.

• If desired, enter the number of days in the Period column that an error can occur within this frequency before it is considered a problem. For example, if the Period is set for 1 day, and the frequency for a paper jam is set to 5 times and the scanner has encountered 3 paper jams in 1 day, an email notification will not be sent. The paper jam count will be reset for the next day.

• Click on the Escalate checkbox to send an e-mail to the address entered in the Error e-mail field when the threshold frequency has been reached.

• Click OK.

10. If you previously set up your database to use HTTPS, then click the Use HTTPS connection checkbox. This will provide secure and encrypted communication between the client PC and the server. For more information, see Appendix A, Configuring HTTPS.

11. When finished making changes on the System Defaults window, click Apply.

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Configuring SMTP settings

For the Kodak Asset Management Software to send information to e-mail recipients you must define how the software will access your e-mail server. The SMTP screen is only available if you have System Administrator privileges.1. From the main window, click System.

2. Click SMTP. The SMTP area will be displayed.

3. Enter the network address of the SMTP server for sending e-mails (e.g., mailserver.mycompany.com) in the Server’s network address field.

4. Most e-mail servers communicate on Port 25. If your e-mail server communicates on a different port, select the correct port number from the Server’s port drop-down box.

5. If needed, enter a User domain, User name and User password for the e-mail server account that the Kodak Asset Management Software will log into for sending e-mails.

6. Enter the address for e-mails sent from the SMTP server in the From e-mail address field.

7. Select the type of connection security you want to use. Selections are: None, SSL/TLS and STARTTLS.

8. Select the type of authentication method to use when communicating with the SMTP server. Selections are: Automatic, None, Login, Plain, CRAM-MD5 and NTLM.

9. Enter the maximum size allowed for an e-mail attachment. Enter a value from 1 to 1024 MB.

NOTE: Your e-mail server may restrict the maximum size to something smaller.

10.Click Test Settings to verify the SMTP settings.

11. Click Apply.

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Configuring retention settings

Use the Retention window to setup how long you want to keep information on assets, the system log and updates. The size of your database will determine how much data you should keep.

By default, all retention settings are set to All. It is recommended that you change these settings to Based on the number of entries or Based on number of days. Keeping the default setting of All will quickly fill up your database storage capacity especially if you have the free version of Microsoft SQL Server Express and have many assets. It is important to balance your database size, your retention settings, how frequently the client PC communicates with the server, the number of assets in the system and how frequently reports are run.

It is recommended that you use the full version of Microsoft SQL if you have a significant number of assets and your client PCs communicate frequently with the server.

Keep in mind that how long you retain information in the database may impact your reporting history. This information is gathered from each asset in the system. For example, if your retention setting is set to 1 day and you have 100 scanners, then your report will only have 1 day’s worth of information for each of the 100 scanners, even if you run the report for 5 days. If you wanted 5 days worth of information, you would have to set your retention setting to 5 days or more.

1. From the main window, click System.

2. Click Retention. The Retention area will be displayed.

3. From the Asset event, Asset history, Schedule update and System log drop-down boxes, select one of the following:

• All — keeps all information.

• Based on number of entries — keeps only a certain amount of information; the oldest information is deleted first.

• Based on number of days — keeps information only the number of days entered in this field.

4. Click Apply.

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Creating a User list The Users area allows you to add, delete and modify user settings. You can also assign System Administrator privileges to specific users. When you assign System Administrator privileges to a user, they will be able to change all Kodak Asset Management Software settings. You can allow users to see assets that are not in any group by granting them the Unassigned asset privilege. This privilege is good for users who will be adding assets to the system and need to assign those assets to a group they created.

Adding a user 1. From the main window, click System.

2. Click Users. The Users area will be displayed.

3. Click the New icon. The User Details window will be displayed.

4. Enter the user’s login name that they will use to gain access to the server’s web page. You can enter up to 64 characters in this field.

5. Enter a nickname for this user in the Nickname field. This is recommended because the nickname will be more easily identifiable than the user login name on many of the windows that can be accessed within the system. Duplicate nicknames are not allowed.

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6. If desired, enter the user’s e-mail address in the E-mail field. If entered, this e-mail will automatically be used when this user creates reports and updates.

7. If you want this user to have System Administrator privileges, check the System administrator checkbox. Users that have System Administrator privileges will be allowed to change all Kodak Asset Management Software settings.

8. If you want this user to see newly added assets to the system or any asset that is not assigned to a group, check the Unassigned assets checkbox.

9. Click OK.

Changing user settings Although users can change their nickname and e-mail address, only System Administrators can change the login and give a user System Administrator and Unassigned asset privileges.

1. From the user list, select the user you want to modify settings for.

2. Click the Details icon. The User Details window will be displayed.

3. Make any desired changes.

4. Click OK.

Deleting a user Only System Administrators can delete a user from the system. Users cannot delete themselves from the system.

1. Select the user you want to delete from the system.

2. Click the Delete icon. The message, Are you sure you want delete user ‘XXXX’? will be displayed.

3. Click Yes.

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Log area The Log area displays a listing of Kodak Asset Management Software log messages.

The following messages may be added to the log area:

Asset was deletedSystem: unknown errorSystem: database conflictSystem: connection failed

Group: createdGroup: changedGroup: assets addedGroup: asset removedGroup: asset Locations changedGroup: asset Support Contacts changedGroup: asset Update Frequency changedGroup: asset Maintenance Threshold changedGroup: asset Error Threshold changedGroup: deleted

Asset: createdAsset: changedAsset: events deletedAsset: history deletedAsset: e-mail failed

Scheduled Report: createdScheduled Report: changedScheduled Report: deletedScheduled Report: failed to runScheduled Report: failedScheduled Report: e-mail failed

Update Package: createdUpdate Package: changedUpdate Package: deleted

Schedule Update: createdSchedule Update: changedSchedule Update: deletedSchedule Update: cancelledSchedule Update: failed to runSchedule Update: failedSchedule Update: e-mail failed

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System Defaults: changed

System SMTP: changed

System Retention: changedSystem Retention: completedSystem Retention: failed

User: createdUser: changedUser: deletedUser: not authorized

You can delete selected items from this list by clicking the Delete icon.

About area The About area displays the version and copyright information of the Kodak Asset Management Software Server Module.

The information on this screen may be required if you need to contact Kodak Service.

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Groups Setting up groups of assets is not required, but creating groups is a convenient way to manage them, especially if you have responsibility for many scanners.

It is not necessary to assign assets to groups, however assets are more easily managed when they are assigned to a group. An asset can be assigned to more than one group depending on how you want to configure your system.

A group can be named anything that is meaningful to you based on how you want to manage that group. You can assign as many assets to a group as needed. For example, if you have 80 Kodak ScanMate i940 Scanners, you may want to create an i940 Scanner group and assign all 80 scanners to this group. Or, you can create two groups; one for the i940 Scanners in your Accounts Payable group and one for the i940 Scanners in another department. You can create groups based on scanner type, location, business function, or some other criteria.

The user who creates a group is automatically the Group Administrator. As a Group Administrator, you can allow other users to be Group Administrators or just have read-only access to the group for viewing and reporting purposes. For example, if you want your supervisor to be able to view the information but not make any changes, you would give them read-only access.

When you select Groups, any groups that you have access to, and the assets associated with those groups, will be displayed.

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NOTES:• When you first launch the Kodak Asset Management Software, the

Groups pane will be displayed with no groups and the Assets In Group pane will be displayed with no assets.

• If an asset belongs to more than one group, and changes are made to this asset, the change will carry over into the other groups. The last modification to an asset becomes the current values across the groups.

Groups can be very useful especially when a common change needs to be made across a group. If, for example, the support contact’s phone number changes, you can easily make this change just for this group. All of the assets that belong to this group can be updated with this new information using the Assign Now option on the Group Details window.

Adding a group 1. From the main window, click Groups. The Group window will be displayed.

NOTE: When you first launch the Kodak Asset Management Software, the Groups pane will be displayed with no groups and the Assets In Group pane will be displayed with no assets.

2. Click the New icon in the Groups pane. The Group Details window will be displayed.

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NOTE: The group values will automatically be filled in with the respective system defaults. The group values can be changed as desired.

3. Enter the name of the group in the Name field. Duplicate group names are not allowed.

4. Enter a description of the group in the Description field.

5. In the Maintenance e-mail field enter the e-mail address of the person who will be notified when the maintenance threshold for an asset in the group reaches or exceeds the designated threshold.

6. In the Error e-mail field enter the e-mail address of the person who will be notified when an error threshold reaches or exceeds the value designated for any asset in the group.

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7. Click the user Details icon to display the current list of assigned users.

• If you want to add users, click the Add icon. The Add Users to Group window will be displayed.

• Check the box next to the name of the user(s) you want to add to this group and click OK.

• If you want a user to be a Group Administrator, check the Administrator checkbox on the Group Users window, then click OK; otherwise they will just have viewing privileges.

• If you want to delete a user from the group, select them and click the Remove icon on the Group Users window.

8. Click the location Details icon to change the location information for the selected group, then click OK.

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9. Click the support contact Details icon to change the support contact information for this group, then click OK.

10.Enter a numeric value (in minutes) from 1 to 10080 (one week) in the Update frequency field indicating how often a client PC will communicate with the server.

11. Click the maintenance thresholds Details icon in the Maintenance thresholds field to change the default values of how frequently a consumable should be cleaned or replaced.

NOTE: All of the maintenance thresholds will be displayed, however, depending on the scanner model only the maintenance thresholds that your scanner supports will be reported to the server.

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• Change any of the values in the Frequency, Reminder and Escalate columns as desired, then click OK.

- Frequency — displays the number of pages that can be scanned before maintenance needs to be completed. You can enter a number from 0 to 999999.

- Reminder — enter the number of pages (0 to 999999) that can be scanned before the user will be reminded to perform maintenance after the frequency threshold has been reached or exceeded. The Reminder value is also used to determine how many pages can be scanned before a maintenance status goes from green to yellow. For example, if the frequency is set to 1000 and the reminder is set to 100, when 901 pages have been scanned, the maintenance status will go from green to yellow, and a message will be displayed on the client PC.

- Escalate — enter a number from 0 to 999999 to indicate the number of pages scanned after which an escalation e-mail will be sent. This is typically some number of pages beyond the number of pages specified in the Frequency field. For example, if the maintenance threshold frequency setting for cleaning the scanner is every 1000 pages and the escalate setting is set to 200 and the user does not clean the scanner when 1200 pages have been scanned, an escalation e-mail will be sent every time the client PC communicates with the server.

12.Click Error Thresholds to set or change how many events can occur before an error notification is sent.

NOTE: All of the error thresholds will be displayed, however, depending on the scanner model only the error thresholds that your scanner supports will be reported to the server.

• Enter a value in the Frequency field indicating how many events can take place before it is considered a problem, then click OK.

- If desired, enter the number of days in the Period column that an error can occur within this frequency before it is considered a problem.

- Check Escalate if an e-mail should be sent when the error threshold value is reached.

NOTE: If you click Assign Now on the Group Details window for any of the Location, Support Contact, Update frequency, Maintenance thresholds or Error thresholds fields, the message, This will assign the ‘XXXX’ for all assets in the group. Continue? will be displayed. Click Yes.

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Adding assets to groups To add assets to a group:

1. From the main window, click Groups.2. Select the group to update in the Groups pane, then click the Add

icon in the Assets In Group pane. The Add Assets to Group window will be displayed.

3. Select one of the following assets to display in the list:

• Unassigned: displays all assets that have not been assigned to any group. This option is only visible if the user has Unassigned asset privileges.

• All: displays all assets the user has Asset Administrator rights for.

• In group: select the group you want to display from the drop-down box. The assets from the selected group will be displayed. A user will only see the groups they have access to.

4. Check any assets that you want added to the group. If you want to add all assets that are currently displayed, including those assets not displayed on current page, click on the checkbox in the table header. If there are multiple pages of assets, all of them will be checked (i.e., if there are 5 pages of assets, all 5 pages of assets will be affected).

NOTE: If assets with different rights (i.e., read only) are added to a group, the rights of that asset remain intact.

5. Click OK.

Asset selected Asset not

selected

Asset selectedwith differentrights

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Assets When the client software is installed and the asset is recognized, it will automatically show up on the server as an unassigned asset.

The Assets area displays the status of all assets the user has rights to view. System Administrators and users with Unassigned asset privileges will be able to see this asset and, if desired, add it to a group.

• When you click All, all assets you have the right to view are displayed in this list; including assets that are already assigned to a group.

• When you click Unassigned, only assets that do not belong to a group will be displayed.

• Users that have unassigned asset privileges, will see the All/Unassigned menu.

• Users that can see assets can assign Asset Administrator privileges to other users. Asset Administrators can view, modify and delete the asset.

NOTE: The Time column in the Assets list corresponds to when the client last collected new data from a connected/registered asset.

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Editing asset details The Asset Details window allows you to view and edit the settings for an asset and assign an Asset Administrator. You can also view events and history information for a selected asset.

NOTE: The settings on the Asset Details window may not match the group or system default settings.

1. From the main window, click Assets or click Groups and select a group.

2. Select the asset you want to edit.

3. Click the Details icon. The Asset Details window will be displayed.

NOTE: If Assign on Add was checked when you set the system defaults or checked on the Group window when you added an asset to the group, the asset detail values will automatically be filled in with the respective system or group defaults. The individual asset values can be changed as desired.

4. Click the location Details icon to add or change the location information of this asset.

5. Click the support contacts Details icon to add or change the support contact information for this asset.

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6. Enter a numeric value (in minutes) from 1 to 10080 (one week) in the Update frequency field indicating how often an asset will send information to the server.

7. Click the maintenance thresholds Details icon to display the Maintenance Threshold window and change any Frequency, Reminder or Escalate settings.

8. Click the error thresholds Details icon to display the Error Threshold window and change any Frequency or Escalate settings.

9. If you want to assign an Asset Administrator for this asset, click the administrator Details icon to display the Asset Administrators window.

• Click the Add icon to display the Add Administrators to Asset window.

• Click the checkbox next to the name of the user(s) that you want to be an Asset Administrator and click OK.

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Viewing asset events The Asset Events window displays information regarding events that occur along with the status of each event. The list of the events is based on the retention setting that was selected on the System: Retention window.

Therefore, if you set Asset event to Based on number of days and if 5 days was selected, only the events for the last 5 days would be displayed.

To view asset events:

1. From the Asset Details window, click Events. The Asset Events window will be displayed.

• Check Show only last occurrence of each event if you want to display the most recent occurrence of each event message. If unchecked, all events will be displayed.

• To delete an event, select the event you want to delete and click the Delete icon. The message, Are you sure you want to permanently delete the selected events? will be displayed. Click Yes. More than one event can be deleted at the same time.

2. Click Done to close the Asset Events window.

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The following is a list of events/status messages that can be displayed in this window:

Clean transport and imaging areas: maintenance completedReplace Feed Module Tires: maintenance completedReplace Feed Module: maintenance completedReplace Separation Module Tires: maintenance completedReplace Separation Module: maintenance completedReplace Pre-separation Pad: maintenance completedPaper Jam: count resetMulti-feed: count resetOther Errors: count resetSchedule Update: completed successfully

Clean transport and imaging areas: maintenance needed soonReplace Feed Module Tires: maintenance needed soonReplace Feed Module: maintenance needed soonReplace Separation Module Tires: maintenance needed soonReplace Separation Module: maintenance needed soonReplace Pre-separation Pad: maintenance needed soonSchedule Update: retrying

Schedule Update: cancelled

Clean transport and imaging areas: maintenance overdueReplace Feed Module Tires: maintenance overdueReplace Feed Module: maintenance overdueReplace Separation Module Tires: maintenance overdueReplace Separation Module: maintenance overdueReplace Pre-separation Pad: maintenance overduePaper Jam: too many eventsMulti-feed: too many eventsOther Errors: too many eventsSchedule Update: failed

Clean transport and imaging areas: escalated, maintenance overdueReplace Feed Module Tires: escalated, maintenance overdueReplace Feed Module: escalated, maintenance overdueReplace Separation Module Tires: escalated, maintenance overdueReplace Separation Module: escalated, maintenance overdueReplace Pre-separation Pad: escalated, maintenance overduePaper Jam: escalated, too many events occurredMulti-feed: escalated, too many events occurredOther Errors: escalated, too many events occurredSchedule Update: failed, maximum retries was reached

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Viewing asset history The Asset History window displays a list of each time the client PC communicated with the server. This information includes: the number of paper jams, multifeeds and errors encountered; number of pages scanned, number of hours the scanner has been on, and number of hours the transport, front lamp and rear lamp have been on.

Depending on your scanner model, only the information that is supported by your scanner is displayed (i.e., if you have a simplex scanner, the information for rear lamps will not be displayed).

The list of the instances that are displayed is based on the Asset history setting on the System: Retention window.

Therefore, if you set Asset History to Based on number of days and selected 1 day, only the instances for 1 day would be displayed.

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To view asset history:

1. From the Asset Details window, click History. The Asset History window will be displayed.

• To delete an entry, select the entry you want to delete and click the Delete icon. The message, Are you sure you want to permanently delete the selected entry? will be displayed. Click Yes. More than one entry can be deleted at the same time.

NOTE: The Time column displays the time that corresponds to the last time the asset communicated with the server,

2. Click Done to close the Asset History window.

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Deleting assets Occasionally you may need to remove an asset from the server. For example, if an asset is permanently removed from service. Only a System Administrator or Asset Administrator can delete assets from the system.

Before removing assets:• it is recommended that you backup or take a snapshot of your

database.• be sure that any communication between the asset and the server is

completed. • be sure the asset is not in use by any scheduled update. If the asset

is in use and has a status of Sent or Retrying, it cannot be deleted but can be deleted at a later time.

• make sure the scanner that is being deleted is disconnected from its host PC before deleting the scanner from the server. If the scanner is left connected, the client software will re-add it to the server database.

• Run and save any last reports for that asset for historical purposes.

For more information see Chapter 5, Generating Reports and Scheduling Updates.

1. From the main screen, click Assets.

2. Select the asset you want to delete.

3. Click the Delete icon. The message, This will permanently delete the asset from the server. All information, including events and history will be deleted. Are you sure you want to permanently delete asset XXXX? will be displayed.

4. Click Yes. The asset will be permanently deleted from the server as well as any asset-related information.

When an asset is deleted, an entry will be added to the server system log.

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Examples This section provides some examples of how you may want to configure your system. For detailed procedures, see the earlier sections in this chapter.

Example 1: Managing assets without groups

I have a small organization with 10 scanners. All scanners are the same model. How do I set up my system?

Because all of your scanners are the same model and you are a small organization, setting up groups is not necessary.

1. Set up your system defaults. See the section entitled “Establishing system defaults” for more information.

Example 2: Managing your system with some assets within groups

I have a small organization with 20 scanners all in one location. The scanners are different models. I have 13 ScanMate i9XX Scanners and 7 i2XXX Scanners and I would like to put them into groups. How do I set up my system?

Because you have different scanner models and you are a small organization, setting up groups is beneficial. It is suggested that you set up groups by scanner model.

1. Select Groups on the main window and click the Add icon. The Groups Details window will be displayed.

2. For the first group, enter i9XX Scanners in the Name field.

3. Enter all the desired information in the other fields on the Group Details window and click OK.

4. For the second group, click the Add icon on the Groups main window. The Groups Details window will be displayed.

5. Enter i2XXX Scanners in the Name field.

6. Enter all the desired information in the other fields on the Group Details window and click OK.

You have created two groups and can now easily schedule updates and run reports.

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Example 3: Setting up users, groups and assets

Paul is the System Administrator and creates a list of these users.

Joe I want Joe to be my back-up System Administrator. So, I assign him System Administrator privileges.

Mike, Rob, Kelly I want Mike, Rob and Kelly to be users of the systemand be able to see unassigned assets, which will allow them to create groups and assign assets to their groups.

Bob, Sue I want Bob and Sue to be users of the system, but only have read-only access to some groups.

Mike and Rob have responsibility for 100 scanners.

Mike decides to create 2 groups and assign the assets that he is responsible for to these groups.

The first group Mike creates is named “i940 Accounting Department”. Mike adds all of the i940 Scanners that he is responsible for to this group. Kelly is Mike’s back-up so Mike adds Kelly to this group as a user and checks Administrator. Mike also wants Sue to be a user of his group and assigns Sue to the group. Mike does not give Sue administrator privileges because she only needs to look at the group’s asset status.

The second group Mike creates is called “i2400 Scheduling Department”. He adds all of the i2400 Scanners he is responsible for into this group. Again, he adds Kelly to the group and gives her Group Administrator privileges.

Because Kelly has Group Administrator privileges for both of Mike's groups, she can also make changes to these groups.

Rob can also set up groups because he is a user of the system and can see unassigned assets. Rob sets up his groups, adds his assets that he is responsible for to the groups and assigns users (if desired) to his groups. Because Kelly is his backup, Rob adds Kelly to his groups and gives her Group Administrator privileges. Rob also wants Bob to be a user of his group and assigns Bob to the group. Rob does not give Bob administrator privileges because he only needs to look at the group’s asset status.

Because Rob is a user of the system, but is not a user of Mike’s groups, he cannot see or view the assets that are in Mike’s group and vise versa.

Since Bob and Sue are just users of the group, but not Group Administrators, they can only view the assets that are in the specific groups that they are users of.

In summary Mike has created two groups: the i940 Accounting Department group and the i2400 Scheduling Department group.

• Kelly and Sue are both users, but Kelly is also the Group Administrator for these groups.

• Mike, Joe, Kelly and Sue all have the ability to see the assets in these groups. Since they can see the assets, they can all create reports, update assets and schedule updates.

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4 Monitoring Your System

Once you have configured the Kodak Asset Management Software, you can use the software to monitor your scanner usage and maintain your assets. The e-mail notification feature of the Kodak Asset Management Software notifies you when there is a problem with the system, thus eliminating the need to frequently monitor the assets manually.

NOTE: Because the Kodak Asset Management Software is not a “real-time” system, asset settings are not implemented or updated instantaneously. For example, if changes are made to any of the settings, this information will be sent to each asset the next time the client PC communicates with the server. Therefore, if your update frequency is set to 1 day, and you change it to 12 hours, this change will not go into effect until the client PC has completed the 1-day cycle.

On the Asset History window, you can view the maintenance thresholds to monitor page counts and asset usage.

Each maintenance threshold has a status indicator as shown on the Assets main window:

Error handling Depending on the frequency of asset errors, specific maintenance may be required before a maintenance threshold has been reached. For example, if a scanner is experiencing too many paper jams, then the scanner may need to be cleaned more frequently, consumables may need to be replaced sooner, or the user may need to be sure that the documents are prepared properly before scanning.

In addition, based on the frequency of errors, you may also want to change your frequency settings and/or your maintenance thresholds.

For information about cleaning and maintaining your scanner, refer the User’s Guide for your scanner.

If the green threshold status icon is displayed, no attention is required.

If the yellow warning symbol is displayed, the asset is approaching the designated setting indicating when the asset will require attention.If the red error symbol is displayed, the asset has reached or exceeded the designated setting and the asset requires immediate attention.

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5 Generating Reports and Scheduling Updates

Contents Reports ........................................................................................... 5-1Setting up reports........................................................................ 5-2Editing a report............................................................................ 5-5Deleting a report ......................................................................... 5-5Examples .................................................................................... 5-6

Updates........................................................................................... 5-8Creating an update package....................................................... 5-8Editing an update package ......................................................... 5-9Deleting an update package ....................................................... 5-9

Scheduling updates ...................................................................... 5-10Adding an asset to a scheduled update.................................... 5-12Removing an asset from a scheduled update .......................... 5-12Cancelling a scheduled update ................................................ 5-13Undoing a scheduled update cancel request............................ 5-14Editing a scheduled update....................................................... 5-14Deleting a scheduled update .................................................... 5-14Example: Scheduling an update package................................. 5-15

Reports Reports provide a method of tracking asset activity and maintenance status.

The Reports area provides an overview of all scheduled reports. Any user can create a new report. However, some selections will be restricted based on the user’s privileges. For example, the user can only select a group that they manage or have been added to.

Only Report Administrators can modify existing reports. When a scheduled report is created, the user creating the report is automatically assigned as that report’s administrator.

There are four types of reports that can be generated:

• Total pages

• Pending maintenance

• Errors

• Scheduled Update Status

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Setting up reports After you have determined what type of report you want to generate and how often you want to schedule a report, click Reports, then Schedules on the main window to display the Reports area.

The Reports area displays a summary of each report including:

• a description of the report

• type of report

• the corresponding group or scheduled update to include in the report

• how often the report is run, including the date, time and time zone

• how much data (number of days, weeks, months) is included in the report

• the e-mail address of the person who will receive the report

• the name of the person who updated the report last along with the date and time

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To schedule a report:

1. From the Reports area, click the New icon. The Create New Scheduled Report window will be displayed.

2. Enter a name for the report that is meaningful to you in the Description field.

3. Select the type of report you want to add from the list of available reports:• total pages for one group • total pages for my groups• total pages for all assets*• pending maintenance for one group• pending maintenance for my groups• pending maintenance for all assets*• errors for one group• errors for my group• errors for all assets*• scheduled update status for one update• scheduled update status for my updates

* These reports can only be run by a System Administrator.

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4. From the For field, select the corresponding group to include in this report.

5. From the Frequency field select how often the report will be run (e.g., once, daily, weekly, monthly).

6. From the On field select the first day of the week or month the report will be run.

7. Select how much data from the Duration field will be included in the report. This is based on the days/weeks/months before the day the report is scheduled to run. For example, if running a daily report that is scheduled to run on 12/25 and the duration is 5, then the days included in the report will be: 12/20, 12/21, 12/22, 12/23 and 12/24; even if the report runs on a later date because the server was down.

8. Select the interval of time before the report is run again. If the frequency is “Once”, nothing is displayed. The value you select in the Interval field is based on the setting (Daily, Weekly, Monthly) in the Frequency field.

9. Select the date and time the report will be run from the Date and Time fields. Select a value that allows all of your client PCs adequate time to communicate with the server. For example, if your client PCs communicate with the server at 9:00 PM you should set this value to 11:00 PM. This time is relative to the time zone selected.

10.Select the desired time zone. By default it is set to your time zone. An example of when you would change the time zone is if you are in the Eastern time zone and you are running a report for assets in California. Set the time zone to (UTC-08:00) Pacific Time (US & Canada).

11. Click HTML to create a report with formatted data for easy viewing, and/or click the CSV checkbox to include raw data in a comma-separated file that can be used to import the report data into another application.

12.Enter the e-mail address(es) of the person(s) who you want to receive the results in the E-mail address field. If you are entering more than one e-mail address, use a comma to separate e-mail addresses.

13.Click the administrators Details icon to display the Scheduled Report Administrators window.

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14.Click the Add icon to display the Add Administrators to Scheduled Report window.

15.Check the box next to the name of any users that you want to be a Report Administrator and click OK. If there are more users listed than displayed on the window, use the scroll arrows to see additional pages.

Editing a report If you are a Report Administrator and you want to make changes to an existing report, do the following:

1. Select the report that you want to edit from the Reports area.

2. Click the Details icon to display the Scheduled Report Details window.

3. Make any desired changes and click OK.

Deleting a report If you are a Report Administrator and you want to delete a report, do the following:

1. Select the report you want to delete.

2. Click the Delete icon. The message, Are you sure you want to delete scheduled report ‘XXXX”? will be displayed.

3. Click Yes.

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Examples

Example 1: Running a daily report

I want to run a daily report to see the daily pending maintenance of my Production group, how do I do this?

1. From the Reports area, click the New icon. The Create New Scheduled Report window will be displayed.

2. Enter a name for the report that is meaningful to you in the Description field (e.g., Daily Pending Maintenance for Production group).

3. Select Pending maintenance for my groups from the list of available reports.

4. Select Production from the For field.

5. Select a frequency value of Daily.

6. Select a duration of 1 day.

7. Select an interval of 1 day.

8. Select the date and time you want to start running the report.

9. If you want an HTML or CSV file (or both), click these checkboxes.

10.Enter the e-mail address of where you want the files sent.

11. Click OK.

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Example 2: Running a report in a different time zone

My server is in Atlanta, Georgia and I want to run a quarterly report for total pages for my Accounts Payable group located in Portland, Oregon. I want the report to run at midnight and updates are sent from the client PCs at 11 PM and finish well before midnight. What should my settings be?

1. From the Reports area, click the New icon. The Create New Scheduled Report window will be displayed.

2. Enter a name for the report that is meaningful to you in the Description field (e.g., Quarterly total pages for Accounts Payable, Portland, Oregon).

3. Select Total Pages for one group from the list of available reports.

4. From the For field, select the Accounts Payable group.

5. Select a frequency value of Monthly.

6. Select a duration value of 3 months.

7. Select an interval of 3 months.

8. Select the date and time you want to start running the report.

9. Select a time zone setting of (UTC-08:00) Pacific Time (US & Canada).

10. If you want an HTML or CSV file (or both), click these checkboxes.

11. Enter the e-mail address of where you want the files sent.

12.Click OK.

The report for the Accounts Payable group in Portland will be run once every 3 months and will have 3 months worth of data as long as your retention setting is set at 3 months or longer.

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Updates The Kodak Asset Management Software allows you to schedule updates for assets and create update packages. Updates allow you to efficiently maintain your asset software.

NOTES:

• Changes to scheduled updates or update packages can only be made by the person who created the package or a System Administrator.

• An update package cannot be changed if it is in use by any scheduled update.

• A user must have administrator privileges to view an asset to schedule an update.

Creating an update package

To create an update package:

1. Select Updates from the main window.

2. Select Packages and click the New icon. The Create New Update Package window will be displayed.

3. Enter the name for the package that is meaningful to you and other Asset Administrators in the Description field.

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4. Select the type of package from the Type field. Types include:• CD Installer (i.e. TWAIN, ISIS, etc.)• TWAIN Setting Shortcuts• Smart Touch Installer• Smart Touch Task Shortcuts• Asset Management Software Client Module Installer

5. Click the model Details icon to display the Update Package Models window.

6. Click the checkbox next to the scanner models that this package is valid for and click OK.

7. Browse to the update package file. For example, these are the files you that retrieved from the Kodak website or from a Setting Shortcut that you created by using the export feature of the TWAIN Datasource.

8. Click OK.

NOTES:

• The file is uploaded to the server to a temporary location. During this process, an uploading window will be displayed. If there are errors, see Chapter 6, Troubleshooting.

• There is no audit to check that the uploaded file is specific to the selected scanner model(s).

Editing an update package

If the package is not in use and you want to make changes, do the following:

1. From the Packages window, select the update package you want to change.

2. Click the Details icon to display the Update Package Detail window.

3. Make any desired changes and click OK.

Deleting an update package

If the package is not in use and you want to delete the package, do the following:

1. From the Packages window, select the update package you want to delete.

2. Click the Delete icon. The message, Are you sure you want to delete update package ‘XXXX’? will be displayed.

3. Click Yes.

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Scheduling updates To schedule an update:

1. Click Updates on the main window.

2. Click Schedules. .

3. Click the New icon. The Create New Scheduled Update window will be displayed.

4. Enter the name for the schedule that is meaningful to you and other administrators in the Description field.

5. Select the package you want to use for this update.

NOTE: If assets have been added to the schedule, the package cannot be changed. All assets must be removed before changes can be made to the package.

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6. Select the start date and end date from the Start Date and End Date fields. The start date is the first day the update is allowed to run; the end date is the last date the update is allowed to run.

7. Select the start time and end time from the Start Time and End Time fields. The start time is the time of day the update will run, the end time is the last time of the day the update is allowed to run.

8. Select the number of times (0 to 9) the software will attempt to try the update if the update fails during the first attempt in the Retries field.

9. Select the number of minutes (1 to 10080) to wait before retrying the update in the Interval field.

NOTE: If you want to run the update over 3 days, but your retry interval is set to 5 minutes, the update will only be tried during that first day. For example, your interval was set to 5 minutes and your retries were set to 4, even though you scheduled it for 3 days, and the update fails, it will retry 4 times every 5 minutes and then it is complete. If you wanted to retry the update each day, then you would want to increase your interval time to 720 minutes (12 hours). The number of retries and your interval time determines how long the update will run.

10. If desired, enter the e-mail address of the person who will be notified if the update fails in the Escalation e-mail field.

The list at the bottom of the Create New Schedule Updates window displays the assets that the update package will be applied to. This list displays the scanner model, serial number and location of the asset, as well as the status for the asset’s update and whether the request to cancel the selected asset’s update is on.

11. Click the Add icon to add more assets for the update package or click the Remove icon to take assets out of the list. See the following sections for procedures on using these options.

12.Click OK.

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Adding an asset to a scheduled update

You can only add an asset to a scheduled update if the status of the schedule is Scheduled and not in process.

To add an asset to a scheduled update:

1. Click the Add icon on the Scheduled Update window. The Add Assets to Schedule window will be displayed.

2. Click All to display all of your assets or click In Group and select the desired group of assets you want to display. Only the assets that match one of the models in the update package will be displayed.

NOTES:

• Only assets that you have Administrator privileges for will be displayed in the list.

• You can select the checkbox in the table header to quickly select all assets in a group.

3. Click the checkbox next to the asset(s) that you want to add to the scheduled update.

4. Click OK.

Removing an asset from a scheduled update

You can remove an asset from a scheduled update if the schedule’s status is Scheduled.

1. From the Scheduled Update window, select the asset you want to remove.

2. Click the Remove icon. The asset will be removed from the scheduled update.

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Cancelling a scheduled update

You can request to cancel a scheduled update for an asset under the following conditions:

• if the status is Sent or Retrying (i.e., information is sent to the asset and the update is not complete)

• if there is no pending cancel request

• if the current user matches the Updated By field on the main Schedules window or is a System Administrator.

1. From the Scheduled Update Details window, select the asset whose scheduled update you want to cancel.

2. Click the Cancel icon.

NOTES:

• This scheduled update will not be cancelled until the next time the client PC communicates with the server and sees the request to cancel. Therefore, if the scheduled update is completed before the client PC communicates with the server, the update will not be cancelled.

• The status of Pending will be displayed in the Cancel column on the Create New Scheduled Update screen.

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Undoing a scheduled update cancel request

You can undo a request to a cancel a scheduled update under the following conditions:

• if its status is Sent or Retrying (i.e., information is sent to the asset and the update is not complete)

• if there is a pending cancel request

• if the current user matches the Updated By field on the main Schedules window or is a System Administrator.

1. From the Scheduled Update Details window, select the asset whose scheduled update cancel request you want to undo.

2. Click the Undo icon. (The Pending status will be removed from the Cancel column).

Editing a scheduled update

You can only edit the scheduled update until it has been sent to any asset.

1. Click Updates on the main window.

2. Click Schedules and select a scheduled update.

3. Click the Details icon. The Scheduled Update Details screen will be displayed.

4. Change any information as needed and click OK.

Deleting a scheduled update

You can only delete a scheduled update if the status is not complete.

1. Click Updates on the main window.

2. Click Schedules.

3. Select the scheduled update that you want to delete.

4. Click the Delete icon. The message, Are you sure you want to delete scheduled update XXXX? will be displayed.

5. Click Yes.

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Example: Scheduling an update package

A new version of software driver is available for the Kodak i2000 Series Scanners. How do I update all of my i2000 Series Scanners? I want to schedule this update at 1:00 AM Eastern Standard time. All of my assets are located in the same time zone as the server. How do I set this up?

Before scheduling an update, you need to create a package and upload the new driver to the server.

1. Select Update from the main window.

2. Select Package and click the Add icon. The Create New Update Package window will be displayed.

3. Enter the name of the package in the Description field (i.e., i2000 Series Driver Update).

4. Select CD Installer from the Type drop-down box.

5. Click the Models: Details icon. The Update Package Models window will be displayed. Check all of the i2000 Series Scanners (e.g., i2400, i2600, i2800) and click OK.

6. Click Browse to locate the file you want to upload and click OK.

You have just created an update package that you will use when you schedule the update. Now schedule the update.

7. Select Schedules.

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8. Click the New icon. The Create New Scheduled Update window will be displayed.

9. Enter a description of the new update.

10.From the Package drop-down box, select the package you just created in Step 3 (i2000 Series Driver Update).

11. Select the start and end date that you want to run the update.

12.Enter 1:00 AM in the Start time field.

13.Enter the desired end time in the End time field. If, for example, you do not want the update to run any later than 5:00 AM, enter 5:00 AM in this field.

14.Select the number of times the software will attempt to try the update if the update fails during the first attempt.

15.Select the number of minutes to wait before retrying the update in the Interval field.

NOTE: If you want to schedule an update to run over 3 days, but your retry interval is set to 5 minutes, the update will only be tried during that first day. For example, your interval was set to 5 minutes and your retries were set to 4, even though you scheduled it for 3 days, and the update fails, it will retry 4 times every 5 minutes and then it is complete. If you wanted to retry the update each day, then you would want to increase your interval time to 720 minutes (12 hours). The number of retries and your interval time determines how long the update will run.

16.Enter the e-mail address of the person who will be notified if the update fails in the Escalation e-mail field.

17.Click OK.

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6 Troubleshooting

Problem solving Use the chart below as a guide to check possible reason/solutions to problems you may encounter when using the Kodak Asset Management Software.

Description Possible Reason/SolutionGeneral errorsUnexpected error. The database connection may have been lost or there may not be enough memory to perform this operation.

• Your internet connection may have been dropped.• The server did not respond in an adequate amount of time.

Unexpected error. The database may have been changed since the last time this window was opened.

The database may have been changed by someone else since the last time data was retrieved for you. For example, you are a viewing a table with 10 entries and someone deleted one of those entries and then you tried to view it.

Update Package window upload errorsUnable to create the temporary file on the server. Contact your System Administrator.

Unable to create a file in the AppData folder on the server which is located where the Kodak Asset Management Software Server Module is installed. Verify the file permissions for that folder.

Unable to read the file. There may be read-access issues with reading the file that is being uploaded to the server. Verify that the user has read-access to the file and the file is still available and not in use by another application.

Unable to write to a temporary file on the server. Contact your System Administrator.

Verify that there is adequate space on the server to store the file.

Unable to save the file in the database. There may not be enough memory on the server to perform this operation. Contact your System Administrator.

• Verify that there is adequate space in the database to store the file. • Verify that there is adequate memory for the SQL Server to read and

save the file.

Unable to delete the temporary file on the server. Contact your System Administrator.

This is an unexpected error; but if you do encounter it, have your System Administrator clean up the AppData folder on the server which is located where the Kodak Asset Management Software Server Module is installed.

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Appendix A Configuring HTTPS

When establishing system defaults (see Chapter 3), there is an option for using a HTTPS connection. If you want to do this, follow this procedure to configure HTTPS.

1. Add a HTTPS binding to your default website.

• In IIS Manager, right-click on the default website and select Edit Bindings and click Add.

• Select HTTPS from the pull-down menu. The default settings: Port:443 and All Unassigned IP Addresses should be selected.

• Select the certificate for your site. This can be a previously added certificate from a certified certificate authority (e.g., VeriSign) or a certificate from your domain’s certificate authority. If you select the domain certificate authority, all PCs that have the Kodak Asset Management Software Client Module must be in the same domain. Also, the address of the server must match what is in the certificate or the validation will fail.

• Click OK to add the binding, then click Close on the Edit Bindings dialog box.

2. Access the Kodak Asset Management Software Server Module and select System: Defaults. On the Defaults window, check Use HTTPS connection.

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3. Access the Kodak Asset Management Software Server Module and select System: About to display the About window.

4. Verify that the version number is displayed. If there are question marks in the version number, the certificate validation may have failed.

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Appendix B Column and Page Navigation Options

Contents Column sorting................................................................................B-1Column rearranging ........................................................................B-1Page navigation ..............................................................................B-2

Use the following options when you want to sort or rearrange a column, or use the page navigation bar.

Column sorting Some columns can be sorted. For columns that can be sorted, use the mouse and left-click the text. A small arrow will appear in the header to the right of the text when the column is sorted. An arrow pointing up indicates the column was sorted in ascending order; an arrow pointing down indicates the column was sorted in descending order.

If multiple sort columns are available, you can sort all of the available columns. Start with the first column you want to sort (left click to select the sort), press and hold the Shift key, then left-click the next column to select the sort for that column. Continue this procedure for sorting any additional columns.

NOTE: The sorted columns only stay sorted while you are on that screen. When the screen is exited, the original order will return.

Column rearranging Some columns can be rearranged. For such columns, left-click on the header/column and hold the left mouse button down while you move the header/column to the desired location. A faded image of the header/column will be displayed as you move the header/column to the desired location.

NOTE: The rearranged columns will only stay in the position you rearranged them to while you are on that screen. When the screen is exited, the original column order will return.

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Page navigation Page navigation is available for some tables.

Use the arrows to navigate to the first, previous, next or last page. You can also enter the desired page number in the Page field. The number of pages will vary based on the number of items in the database and how many items the table loads at a time. For example, if a table loads 100 items at a time and there are 460 items, the total pages will be 5.

A vertical scrollbar will be displayed if any items for the page are not in view.

For example, if the screen is only tall enough to hold 6 items, but there are 10 items for that page, then the scrollbar will be displayed allowing you to view all items.