Setup & Registration

You can install and register an install in two different ways:

1. Customer deployment email - You send a deployment email from the webadmin directly to your end-customer. Your customer follows the instructions contained in the email to install and register.
2. Dealer on-site - While on-site, you can download and register a new install directly from the webadmin.

Dealer Sends Customer Deployment Email

For Print Tracker to collect data from printers and copiers it is necessary to install data collection agent (DCA) software on a computer that has network access to the printing devices. The following step-by-step describes the process for dealers to send customers an e-mail that includes a link to the DCA setup file, a DataLink code, and instructions to install and register a DCA. DCAs should be registered with the data link code of the appropriate customer entity.

Create/Select Entity

1. Select customer entity
   1. From browser log-on to the webadmin.
   2. Click on the list box drop-down arrow next to your dealer entity name.
   3. Search to see if your customer has an entity record by entering the customer’s name in the ‘Search Entities’ text box.
   4. Press the Search button (an alternative is to scroll through the entity list).
   5. If the customer entity is already in the list, then:
      1. Select the customer entity.
      2. Close the search screen.
      3. Continue to step 2.
   6. If the customer does not yet have an entity, then create one:
      1. Click on the Add entity button.
      2. From the Add entity screen enter the preferred customer account name in the Entity name text box and optionally enter notes and address information.
      3. Click on the Save and edit settings button at the bottom of the Add entity screen.
2. Verify entity settings are correct.
   1. From the customer’s entity > Admin > Manage Entity screen select the Settings tab.
   2. Review settings and if necessary, apply changes.
   3. Click on the Save and deploy new DCA link at the bottom of the Manage Entity screen.

Sending The Deployment Email

1. From the Installs > Deploy new install screen click on Send installation email.
2. Enter an e-mail address.
3. Optionally select Add CC to e-mail and enter an additional e-mail address.
4. Click on the Send email button.

Customer Installs DCA Using Deployment Email

1. Open deployment email and either:
   1. Click on the Download Now button.
   2. Click on the setup file download link.
2. Run the setup file once the installer download completes.
   1. Using File Explorer open your Downloads folder.
   2. Double-click on the file PrintTrackerProSetup.msi.
3. Complete the installation wizard.
   1. When the Print Tracker Pro Setup Wizard window appears click on the Next button.
   2. When the Configure Shortcuts screen appears click on the Next button.
   3. When the ‘End User License Agreement screen appears:
      1. Review terms and select the I accept terms in the License Agreement.
      2. Click on the Next button.
   4. When the Select Installation Folder screen appears we recommend using the default folder C:\Program Files (x86)\Print Tracker Pro\. Click on the Next button.
   5. When the Ready to Install screen appears click on the Install button. .
   6. If a Windows User Account Control appears click on the Yes button to allow the installation process to continue.
   7. When the ‘Completing the Print Tracker Pro Wizard’ screen appears click on the Finish button.
4. Activate the data collection agent (DCA).
   1. When the browser activation screen appears Devices Connected by Networked is selected by default. If you only want to monitor a USB connected device then click on Local (USB).
   2. Review the ‘Connectivity Results’ screen to verify all 3 connections passed, then close the screen.
   3. Click the Activate button.
   4. Once message ‘The install is registered’ appears close the browser window. The setup is complete.

Dealer Installs DCA While On-site

For Print Tracker to collect data from printers and copiers it is necessary to install data collection agent (DCA) software on a computer that has network access to the printing devices. The following step-by-step describes how a dealer can install and register a Print Tracker Pro DCA while logged on to the customer’s host computer. Installs / DCAs should be registered with the datalink code of the appropriate customer entity.

Create Select Entity

1. Select customer entity
   1. From browser log-on to the webadmin.
   2. Click on the list box drop-down arrow next to your dealer entity name.
   3. Search to see if your customer has an entity record by entering the customer’s name in the ‘Search Entities’ text box.
   4. Press the Search button (an alternative is to scroll through the entity list).
   5. If the customer entity is already in the list, then:
      1. Select the customer entity.
      2. Close the search screen.
      3. Continue to step 2.
   6. If the customer does not yet have an entity, then create one:
      1. Click on the Add entity button.
      2. From the Add entity screen enter the preferred customer account name in the Entity name text box and optionally enter notes and address information.
      3. Click on the Save and edit settings button at the bottom of the Add entity screen.
2. Verify entity settings are correct.
   1. From the customer’s entity > Admin > Manage Entity screen select the Settings tab.
   2. Review settings and if necessary, apply changes.
   3. Click on the Save and deploy new DCA link at the bottom of the Manage Entity screen.
3. Download the setup file:
   1. From the Installs > Deploy new install screen click on the Download Print Tracker button.
4. Run the setup file once the installer download completes.
   1. Using File Explorer open your Downloads folder.
   2. Double-click on the file PrintTrackerProSetup.msi.
5. Complete the installation wizard.
   1. When the Print Tracker Pro Setup Wizard window appears click on the Next button.
   2. When the Configure Shortcuts screen appears click on the Next button.
   3. When the ‘End User License Agreement screen appears:
      1. Review terms and select the I accept terms in the License Agreement.
      2. Click on the Next button.
   4. When the Select Installation Folder screen appears we recommend using the default folder C:\Program Files (x86)\Print Tracker Pro\. Click on the Next button.
   5. When the Ready to Install screen appears click on the Install button. .
   6. If a Windows User Account Control appears click on the Yes button to allow the installation process to continue.
   7. When the ‘Completing the Print Tracker Pro Wizard’ screen appears click on the Finish button.
6. Activate the data collection agent (DCA).
   1. When the browser activation screen appears Devices Connected by Networked is selected by default. If you only want to monitor a USB connected device then click on Local (USB).
   2. Review the ‘Connectivity Results’ screen to verify all 3 connections passed, then close the screen.
   3. Click the Activate button.
   4. Once message ‘The install is registered’ appears close the browser window. The setup is complete.
7. Verify that the install was registered by navigating to the Installs > View installs screen.
8. (Optional) If time permits, once the DCA has completed initialization check to see if the DCA has discovered those devices that should be monitored. If necessary add devices as described at discovering devices.