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Table Of Contents

Lesson 1: Central Installation
Recommended Minimum Server Specifications
Network Configuration Options
Required Information to Setup SMTP Email Server
Installing Microsoft Internet Information Services (IIS) 7
Installing Microsoft SQL Server 2008
Configuring Microsoft SQL Server 2008
Creating a Central website in Microsoft IIS 7
Installing the Central website application
Applying a Central patch
Upgrading Central to a new version
Lesson 2: Central Configuration
Logging into a new Central website
Licensing Central
Editing Main Dealer account and contacts
Customizing Central home page views
Configuring Central website settings
General settings
UI settings
End user account creation settings
Password Policies
Audit Fields
Admin Features
Core Central templates
Dealer branding
OEM Sync settings
Reports Background Processing settings
Lesson 3: Core Central Administrative Tasks
Compacting the Central database
Scheduling Server maintenance
Expiring Passwords
Manually performing an OEM Synchronization
Manually performing Background Processing
Viewing LoggedIn Users
Viewing Live Updates page
Viewing Central Tasks and Threads
Viewing Central Log
Lesson 4: Dealer Accounts
Creating a dealer account
Adding contacts to a dealer account
Assigning primary dealer contacts
Lesson 5: Customer Accounts
Creating a customer account
Adding contacts to a customer account
Adding an IP subnet range to a customer account
Lesson 6: WebAudit
System Requirements
Performing a WebAudit
Viewing WebAudit data
Lesson 7: Viewer
Installing and licensing Viewer USB key
Installing and licensing Viewer PC
Creating a Viewer customer account
Performing a Viewer audit
Exporting a Viewer customer account
Importing a Viewer customer account into Central
Lesson 8: Onsite
Editing Onsite Installer template
Sending an Onsite Installer email
Installing Onsite from an email link
Installing Onsite on a computer that has access to email
Installing Onsite on a computer that does not have access to email
Installing Onsite from the customer account page
Installing and configuring Onsite standalone
Viewing Onsite data
Using Central to view Onsite audit results
Viewing audit results within Onsite
Creating Printer Groups within Onsite
Manually configuring Onsite to send data to Central
Manually performing an Onsite audit
Manually updating Onsite
Troubleshooting Onsite
Lesson 9: Local Agent
Installing Local Agent on a single workstation
Deploying Local Agent using Windows Server 2008 Active Directory
Using Central to view Local Agent data
Using Onsite to view Local Agent data
Updating Local Agent
Troubleshooting Local Agent
Lesson 10: Device Views
Creating customized Device Views
Viewing data in Device Views
Editing data in Device Views
Adding Devices to the Exclusion List
Removing Devices from the Exclusion List
Creating a device group
Adding a device manually
Lesson 11: Standard Reports
Generating standard reports
Audit report
Audit comparison report
Meter report
Lost audit sync report
Account Reporting Status
Device Reporting Status
Green Impact Report
Lesson 12: Charts
Generating charts
Scalar chart
Ratio chart
Top N# chart
Lesson 13: Partner Reports
Generating partner reports
Compass Export
Kyocera TCO Optimizer
Ricoh TCO Full View
Xerox XOPA Export
DocuAudit Export
Digital Gateway DQM Export
GE Export
Toshiba Encompass Export
Lesson 14: Supplies
Importing and managing supplies
Managing Suppliers
Importing Supplies
Editing Imported Supplies
Managing OEM Part Number Compatibility
Lesson 15: Total Cost of Ownership Report
Adding a TCO analysis period
Applying simple TCO factors to a report
Applying advanced TCO factors to a report
Generating a Fleet Overview report
Generating a Fleet Comparison report
Configuring alerts global administration settings
Customizing alerts email templates
Configuring alerts processing behavior
Creating alert definitions
Viewing and editing alert definitions
Viewing active alerts
Approving active alerts
Viewing active alerts email history
Generic XML sync
OMD Sync
Digital Gateway Sync
La Crosse Sync
ESN Sync
Troubleshooting OMD Sync
Lesson 18: Meter Validation
Configuring meter validation and approving meters
Configuring Meter Validation
Customizing Meter Validation email templates
Approving Meters
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FM Training Guide

FM Training Guide

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Published by GHAIII

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Published by: GHAIII on Jun 04, 2012
Copyright:Attribution Non-commercial


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