Netware Print Server Guide

Equitrac Office 4.1

NetWare Print Server Guide

© 2008 Equitrac Corporation

NetWare Print Server GuideDocument #: PDM--NWPSG-v1.3 Document History

Copyright © 2008 by Equitrac Corporation

All rights to this document, domestic and international, are reserved by Equitrac Corporation. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise) without prior written permission of Equitrac.

Trademarks

Equitrac is a registered trademark of Equitrac Corporation.

All other brands and their products are trademarks or registered trademarks of their respective holders, and should be noted as such.

Symbols Used in This Guide

The following symbols are used in the margins of this guide:

Revision Date Revision List

July 31, 2008 Released document for Equitrac Office 4.1

Caution The accompanying text provides key information about a step or action that might produce unexpected results if not followed precisely.

Note The accompanying text provides cross-reference links, tips, or general information that can add to your understanding of the topic.

Warning Read the accompanying text carefully. This text can help you avoid making errors that might adversely affect program behavior.

2 NetWare Print Server Guide

Contents

1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5NetWare Print Server Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

NetWare Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

NetWare Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Equitrac Office Interaction With NetWare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Server Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

2 Preparing the NetWare Server For Equitrac Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Preparation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Equitrac Office License Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Verifying Component Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Installing Equitrac Office Components Remotely . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Preparing the NetWare Print Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

3 Configuring NDPS Printing for Equitrac Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Enabling Accounting for NDPS Printers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Configuring NDPS Printers in Equitrac Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

4 Installing the NetWare Print Server in an Existing NetWare Cluster . . . . . . . . . . . . 25Pre-requisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Installation Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

NetWare Print Server Guide 3

Contents

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1 OverviewThe Equitrac Office NetWare print server enables accounting on NetWare print servers by monitoring, printing, and reporting printer usage to an Equitrac Office accounting server, integrating a number of cooperating software components on your network, as shown in the diagram on page 9.

This guide will help you to install and configure an Equitrac Office NetWare print server. It assumes that you are familiar with NetWare and Windows network administration.

Before installing an Equitrac Office NetWare print server, configure Equitrac Office on your network. See the Equitrac Office Installation Guide and the Administration Guide for details.

If you plan to install the Equitrac Office NetWare print server in an existing NetWare cluster environment, turn to Installing the NetWare Print Server in an Existing NetWare Cluster on page 25.

Refer to the Overview chapter in the Equitrac Office Administration Guide for complete descriptions of Equitrac components and an explanation of how the components work together.


Chapter 1: Overview

NetWare Print Server SupportThe Equitrac Office NetWare print server supports:

• Network print-tracking and charging for NDPS print devices shared on a NetWare print server

• Secure Document Release (SDR) support

The Equitrac Office print server does not support the PJL page counting method.

Any generic references to Windows servers in this document imply support for Windows 2000 Server, or Windows Server 2003 operating systems.


NetWare Terminology

NetWare TerminologyBefore you install the Equitrac Office NetWare print server, you should be familiar with the following terms:

NetWare Print Server Terms Definition

DRE Document Routing Engine, an Equitrac term for the Print server.

Management workstation Windows machine that manages the NetWare server.

NDPS NetWare Distributed Print Services. Novell software that takes advantage of bidirectional printer capabilities to manage network printers on a NetWare server.

NDPS Manager When loaded, the NDPSM module can manage a number of Printer Agents.

Equitrac Office printer registration

Information about a devices definition stored in the Equitrac Office database to track usage. A registration includes a printer name, a user-defined description, and the printer’s assigned costs.

Physical Printer The actual printing device. Represented on a NetWare print server by a Printer Agent.

Printer Agent A logical definition that represents a physical printer on a NetWare server. A Printer Agent handles print job operations on the server.

Printer Gateway The software that provides the link between NDPS and other print protocols, such as LPR. A printer gateway communicates with printers and manages printer port connections.


Chapter 1: Overview

NetWare Server Components

NetWare Server Component

Component Filename Integration with Equitrac Office

Equitrac Document Routing Engine (DRE)

EQDRESrv.nlm Communicates with the Accounting Server and manages network print jobs on the print server.

Equitrac Accounting Module

EQACTMdl.nlm Automatically loaded by the NDPS Manager for each printer agent with accounting enabled. This module monitors printing and communicates with the DRE to report job information and receive job instructions.

Equitrac Public access NDPS printer module

EQNDPSB.nlm Module automatically loaded by the DRE. Support for public access NDPS printers.

Equitrac Control access NDPS printer module

EQNDPSCT.nlm Module automatically loaded by the DRE. Support for controlled access NDPS printers.

Equitrac page counting module

EQPCE.nlm Loaded by the Equitrac Accounting Module to count job pages.

Equitrac Accounting Server communication module

EQSetCAS.nlm Utility used to set the IP address or DNS name of the Equitrac accounting server.


NetWare Server Components

The following diagram illustrates one way to configure Equitrac Office components and on your network:

• NetWare client software and/or• iPrint client software• NetWare Administrators access• EQ System Manager• NDPS configuration tools

Components

• EQ DRE• EQ Accounting Module (NDPS)• EQ NDPS public/control modules• EQ Page Counting Module

• Core Accounting Server• Equitrac Database

Windows Equitrac Server*

Database

NetWare Server*Printer 1

Printer 2

Printer 3

Windows Management Workstation

Components

Components


Chapter 1: Overview

Equitrac Office Interaction With NetWareThe Equitrac Office NetWare print server supports network print tracking and charging for NDPS print devices shared on a NetWare print server.

NDPS Printing

The NDPS subsystem informs the Equitrac Accounting Module about new jobs. The NDPS subsystem sends the following messages to the Equitrac Accounting Module:

• When a job starts.

• When a job is completely spooled and starts to print.

• When a print job is complete.

The Equitrac Accounting Module asks the Equitrac DRE how to continue with the job. The DRE instructs the module to perform one of three functions:

• Drop the job: The Equitrac Accounting Module deletes the job from the print spooler.

• Spool the job: The Equitrac Accounting Module spools the job to a file, deletes the job from the print spooler, and informs the Equitrac DRE when spooling is complete. The Equitrac Accounting Module calls the Equitrac page counting module to count the job and reports the job information to DRE.

• Print the job: The NDPS printer agent prints the job on the printer, and informs the Equitrac Accounting Module that the job is complete. The Equitrac Accounting Module calls the Equitrac page counting module to count the job and reports the job information to DRE.


System Requirements

System RequirementsThe following Equitrac Office, Microsoft, and NetWare components are required in order to configure print tracking on a NetWare print server.

On the NetWare Print Server

• NetWare 5.1 or 6.5 (Open Enterprise Server with NDPS only) with the latest support packs applied

• TCP/IP protocols

• Equitrac Office Print Server files must be installed on an NSS volume

• NSS Volume; an NSS volume is required for storing the SQLite database cache files (see 7. Configuring DRE to Store Cache Files in a Specified Location on page 19).

On the Equitrac Office Accounting Server

• See the Equitrac Office Installation Guide for minimum system requirement details.

• Accounting server, installed and configured

• An unassigned print server license

• The Novell NetWare Client for Windows, required when using NetWare authentication for logins (LDAP authentication does not need to be configured), and/or the Novell iPrint Client for Windows.

On the Management Workstation

You can configure Equitrac Office on the NetWare server using existing NDPS printers, or you can create a new NDPS Manager and/or printers.

The system requires:

• Windows 2000 or Windows 2003

• Equitrac Office System Manager

On Client Workstations

If you want to use the Equitrac Office client software, install one or both of the Novell NetWare and/or the Novell iPrint client software.


Chapter 1: Overview

Server LicensingThe Equitrac Office NetWare print server is licensed per server. Each server uses a print server license on the Equitrac Office core accounting server. If the number of print servers exceeds the number of licenses you have, the unlicensed servers will not record any printing activity.

For information on licensing components with Equitrac Office, refer to the Equitrac Office Installation Guide.

See Equitrac Office License Verification on page 15 for details on NetWare print server license verification in Equitrac Office.


Server Licensing

2 Preparing the NetWare Server For Equitrac OfficeThe files required to configure a NetWare server as an Equitrac Office print server for NDPS printing are available as a .zip file on the Equitrac Office installation CD.

For information regarding installation procedures for Novell NetWare or iPrint client software, and adding/configuring printers with either client, please refer to your Novell documentation.


Preparation OverviewPreparing the NetWare print server to function as an Equitrac Office print server consists of the following steps.

1 Verify Equitrac Office licensing on the CAS. See Equitrac Office License Verification on page 15 for details.

2 Designate a remote management workstation instead of installing on the CAS, if desired. See Installing Equitrac Office Components Remotely on page 17 for details.

3 Prepare the NetWare print server for Equitrac Office. See Preparing the NetWare Print Server on page 18 for details.


Equitrac Office License Verification

Equitrac Office License VerificationAll software license verification takes place on the accounting server. The accounting server validates all existing licenses, and assigns licenses as necessary. Components must contact the accounting server to obtain the use of a particular license. For example, print servers receive licenses from the accounting server, based on the server name.

The accounting server itself is licensed on a per-machine basis; your initial purchase of Equitrac Office includes one license. This license also enables one print server. The print server may reside locally on the same machine as the accounting server, or on a remote machine, regardless of whether the machine is running Windowsor NetWare.

When the accounting server starts up, it looks for a valid license for itself. If it finds a valid license, the startup continues. Otherwise, the server logs an error message and continues to operate in unlicensed mode. This means it ignores any transaction reports from print servers, and informs any components requesting licenses that the server is currently unlicensed.

See the Equitrac Office Installation Guide for details on Equitrac Office licensing.


Chapter 2: Preparing the NetWare Server For Equitrac Office

Verifying Component Licensing1 On the Equitrac Office accounting server, open System Manager.

2 Click the Licensing link.

3 Select the Assignment view on the options bar above the right pane.

4 In the right pane, look for an unassigned print server license. If none is available, you must enter a license code for an additional print server, or reassign an existing license. See the Equitrac Office Installation Guide for details.


Installing Equitrac Office Components Remotely

Installing Equitrac Office Components RemotelyYou can designate multiple, separate servers for a print server—such as a Windows print server, NetWare print server—instead of configuring the CAS as the print server.

See Preparing the NetWare Print Server on page 18 for details on configuring a NetWare print server for Equitrac Office.

You can also designate a remote management workstation to run Equitrac Office System Manager instead of configuring the CAS as the management workstation. See the Equitrac Office Administration Guide for details.

Install and configure the CAS server prior to configuring a Windows management workstation, or configuring additional, dedicated print servers. See the Equitrac Office Installation Guide for details on installing and configuring a CAS server.



Preparing the NetWare Print ServerComplete the following process to prepare the NetWare print server for Equitrac Office.

1. Copying Equitrac Office files to the NetWare Print Server

1 Map a drive to the volume on the NetWare server where you want to install Equitrac Office.

2 Extract the Equitrac Office 4.1 NetWare zip file from the installation CDROM to the mapped drive to copy all required files to their appropriate subfolders.

3 At the NetWare console, add the install directory to the search path.

If this is an upgrade from 4.0.x, you have the option of copying the 4.1 files to your existing installation folder and skipping the above step and the following step.

2. Adding the Equitrac Office Search Path for Server Restarts

These steps ensure the path is available on future restarts of the NetWare server.

1 Browse to the NetWare server SYS:\system subdirectory.

2 Open the autoexec.ncf file.

3 Add the install directory (by default VOL:\EE4) to the search path where VOL is the volume you installed it on.

4 Save the autoexec.ncf file.

3. Loading the Equitrac Document Routing Engine for Server Restarts

1 Edit the autoexec.ncf file to automatically load the EQDRESrv.nlm file at startup.


4. Setting autoexec.ncf delay

1 Edit the autoexec.ncf file to set a load delay of approximately 15 seconds between loading the NDPS Broker and loading the EQDRESrv.nlm.

The amount of delay time required depends on system speed.

2 Save and close the autoexec.ncf file.

5. Identifying Equitrac CAS

To configure the location of the CAS to which the DRE should communicate, run the EQSetCAS.nlm utility from the NetWare console.

For example, run the following command:


Preparing the NetWare Print Server

EQSetCAS -e yourserver.com

You can specify the name of the CAS server as a fully-qualified name or an IP address. For example,

EQSetCAS -e 192.168.97.100

6. Loading the DRE

1 Ensure that the NDPS Manager is running.

2 At the NetWare Console, load EQDRESrv.nlm.

7. Configuring DRE to Store Cache Files in a Specified Location

DRE uses SQLite to store information in cache files. SQLite requires the cache files to be located on an NSS volume. If an NSS volume is not available to run DRE, you can create a small NSS volume to store just the DRE cache files.

Load EQDRESrv.NLM with the command-line argument -c <vol:\directory> to specify the location for storing cache files.





Preparing the NetWare Print Server

3 Configuring NDPS Printing for Equitrac OfficeConfiguration is a two-step process. Ensure that you complete all steps outlined below.

After configuration is complete, users can print from workstations as they normally would. If you plan to install any Equitrac Office client features, be aware that Equitrac supports both the Novell NetWare and iPrint clients.


Enabling Accounting for NDPS Printers1 On the management workstation, browse to the Equitrac Office installation folder on the NetWare

volume.

2 Run the eqaccountingmoduleui.exe application.

3 When prompted, enter the context of the NDPS Manager.

All available NDPS printers display in the list, and accounting is disabled by default.

4 Select one or more printers from the list and click Enable Accounting.

Hold down SHIFT to select concurrent printers in the list. Hold down CTRL to select multiple printers in the list.


Configuring NDPS Printers in Equitrac Office

Configuring NDPS Printers in Equitrac OfficeAt this point, you have:

• Prepared the management workstation for Equitrac Office

• Configured NDPS for Equitrac Office

• Enabled accounting for NDPS printers

Ensure connectivity between the Equitrac Office server and the NetWare print server. Verify that you have configured DNS or WINS correctly, or add the NetWare print server to the hosts files on the Equitrac Office server, if necessary.

On the Equitrac Office accounting server, you can configure the new NDPS printers with pricing costs and secure document release, if required, using System Manager. See the Equitrac Office Administration Guide for details.

1 Open System Manager.

2 Select the Devices link. The new NDPS printers should display in the right pane.

If the new NDPS printers do not display, reboot the NetWare server.

3 Select an NDPS printer and configure pricing and secure document release options. See the Equitrac Office Administration Guide for details.


Chapter 3: Configuring NDPS Printing for Equitrac Office



Configuring NDPS Printers in Equitrac Office

4 Installing the NetWare Print Server in an Existing NetWare Cluster

This section provides instructions to install the NetWare Print Server within an existing NetWare cluster environment. This section assumes that you have already created, configured, and tested your NetWare cluster or clusters. For information on creating NetWare server clusters, refer to your Novell documentation.


Pre-requisitesBefore you begin, ensure that you have performed the following:

• Consult the Novell NetWare documentation and cluster the iPrint/NDPS server accordingly. Ensure the clustered iPrint server is working correctly on all nodes.

• Ensure you have clustered the print server (DRE component) in the same resource as the NDPS Manager.

• Verify that a cluster enabler license is applied and available on the Core Accounting Server.


Installation Procedure

Installation Procedure

1. Copying Equitrac Office files to each node in the cluster

1 Map drives to the volumes on each NetWare cluster node where you want to install Equitrac Office.

2 Extract the Equitrac Office 4.1 NetWare zip file from the installation CDROM to the mapped drive to copy all required files to their appropriate subfolders.

3 At the NetWare console, add the install directory to the search path on each node.

If this is an upgrade from 4.0.x, you have the option of copying the 4.1 files to your existing installation folder and skipping the above step and the following step.

2. Adding the Equitrac Office Search Path for Server Restarts

These steps ensure the path is available on future restarts of the NetWare server.

1 Browse to the NetWare server SYS:\system subdirectory.

2 Open the autoexec.ncf file.

3 Add the install directory (by default VOL:\EE4) to the search path where VOL is the volume you installed it on.


3. Identify the Core Accounting Server (CAS)

On each node, run the following command to configure communication between the print server (DRE) and the CAS:

EQSetCAS -e <yourserver.com>

where <yourserver.com> is either the fully-qualified name or IP address of your CAS. For example,

EQSetCAS -e 192.168.97.100

4. Cluster the Document Routing Engine (DRE)

1 To update the load script, add the following command to your NDPS resource load script, after the line where the broker is loaded, but before the line that loads the NDPS Manager.

This command updates your NDPS resource to load the DRE:

EQDRESrv.NLM -d <vol:Equitrac> -n <clusterresourcednsname>

Replace ‘vol’ with the shared disk of the resource, and replace ‘Equitrac’ with the directory on the shared disk where DRE will store spool files and cached data. Replace ‘clusterresourcednsname’ with the name of the NDPS cluster resource.


Chapter 4: Installing the NetWare Print Server in an Existing NetWare Cluster

Ensure that the volume on the shared disk where DRE caches files is NSS.

2 To update the unload script, add the following line before the line to unload the NDPS Manager:

unload EQActMdl.NLM

3 Add the following line at the end of the unload script:

unload EQDRESrv.NLM

4 After updating the scripts, restart the print resource.

5. Enable Accounting for NDPS Printers

1 On the management workstation, browse to the Equitrac Office installation folder on the NetWare volume.

2 Run the eqaccountingmoduleui.exe application.

3 When prompted, enter the context of the NDPS Manager.

All available NDPS printers display in the list, and accounting is disabled by default.

4 Select one or more printers from the list and click Enable Accounting.

Hold down SHIFT to select concurrent printers in the list. Hold down CTRL to select multiple printers in the list.

6. Test Each Cluster Node

To ensure that the cluster is properly licensed and tracking, move the print resource group to each node of the cluster and print a test page. Then verify that a print server license has been assigned to each node and that each print job is properly tracked.


Documents

Netware Print Server Guide