Use DRS to configure and deploy the unified client
DRS is installed as a ControlSuite component. Administrative access to the server
is required. The following steps are performed on the server where the installation
takes place.
HTTPS must be enabled on the Lexmark device. If HTTPS is not enabled,
the installation, configuration, or uninstallation of the Unified Client for Lexmark
fails. See Enable HTTPS.
- Open DRS. In a Web browser, enter http://<DRS_server>:9000/ where <DRS_server> is the IP address of the server where DRS is installed.
-
Upload the Lexmark Unified Client package:
- Download the Unified Client for Lexmark software package from the Kofax Downloads Web site (https://delivery.kofax.com).
- Unzip the file. This creates a new folder, containing the Lexmark .fls file.
- Select the Files tab.
- From the Device Type list, select Lexmark UC.
- At the bottom of the screen, click Upload.
-
Create an application in DRS:
- Select the Applications tab.
-
Click the New (
) button at the top left of the Applications pane.
- In the Name field (required), enter an application name.
- Select Lexmark Unified Client as the Application Type.
-
In the Server Configuration list, select one of
the following options: AutoStore,
Equitrac, Output
Manager, AutoStore and Equitrac,
or AutoStore and Output Manager.
Based on the server selection, only some of the following application fields are visible.
-
If you are using AutoStore, complete the following fields:
- Enter the host name or IP address for the AutoStore Server Address.
- Enter the AutoStore Server Port number that the AutoStore server uses to communicate with the Unified Client for Lexmark. By default, the port number is 3310.
- For AutoStore Server Use SSL, select True or False.
-
If you are using Equitrac, complete the following fields:
- In the DCE Server Address field (required), enter the IP address or hostname used by the Equitrac server.
- If you have additional DCE servers for failover purposes, enter their IP addresses or hostnames in the DCE Server #2 Address, DCE Server #3 Address, and DCE Server #4 Address fields.
- To use DCE certificate pinning to pin a specific DCE that belongs to your configuration for the duration of that configuration, select True or False.
- For Bypass Button, select True to allow a user to skip authentication to use the device native functions without logging in or False to remove this option.
- For Authentication, select True to use the Unified Client for Lexmark as an authentication provider on the device or False to use a third-party provider, such as CAC, for authentication.
-
If you are using Output Manager, complete the following fields:
- In the Print Manager Address field, enter the IP address or hostname used by the Output Manager server.
- Enter the Print Manager TLS Port number. By default, the port number is 8069.
- For Print Manager Use TSL, select True or False.
-
For Trust Self-signed Certificate for Print Manager, select True to always trust self-signed certificates or False to only trust certificates that are signed by a Certificate Authority (CA).
- For Bypass Button, select True to allow a user to bypass authentication or False to remove this option.
- For Authentication, select True if the Unified Client for Lexmark is an authentication provider on the device or False if authentication is completed by a third-party provider, such as CAC.
-
Click Save (
).
-
Add a device in DRS:
- Click the Devices tab.
-
Click the New (
) button at the top left of the Devices pane. The Add Device function loads into the right pane.
- In the Name field (required), enter a name for the Lexmark device or device group that identifies it on the network.
-
In the Address field (required), enter the
address of the device. While IP addresses can be used, it is preferable
to use the fully-qualified domain name.
For the IP address, you can enter IPv4 or IPv6 addresses depending on the configuration of your system. If you enter an IPv6 address, brackets ([ ]) are automatically added to it if missing when you exit from the field.
- Enter the Username and Password for the device. Typically, the username is admin.
- For the Authentication Screen, select Welcome (default) or Logon Screen.
- To change the name of the Unified Client for Lexmark application on the device, for Customize Application Name, select True and enter a new name.
- The Application Package list contains the uploaded Unified Client for Lexmark .fls file.
-
To change the logo, set Customize Assets to
True.
- When the Application Logo list or
Welcome Screen list is displayed,
select the image file.
If you want to use custom images on the welcome screen, they must be in .jpg or .png format, no larger than 1MB, and meet these dimensions:
- Application logo: 174 x 174 pixels.
- Welcome screen: 288 x 72 pixels.
- In the Customize Welcome Text Screen field, enter the new text for the screen. The text cannot exceed 60 characters.
- When the Application Logo list or
Welcome Screen list is displayed,
select the image file.
-
To change the order of the native workflows on the device screen, for
Customize Workflow Buttons, select
True to display the available workflows. Do
the following:
- To add a workflow, select it in the Available column and use the arrow to move it to Selected column.
- To remove a workflow, select in the Selected column and use the arrow to move it to the Available column.
- To change the order of workflows, use the up and down arrows to the right of the Selected column.
- If a supported card reader is plugged into the device before installing the Unified Client for Lexmark package, select True for Reboot.
- In the Application list (required), select the application you created in the previous step. The remaining device fields appear.
- In the Device Group list, select a device group, if you want to add this device to a group.
- In the Application Name field, enter a name for the application. This name will appear under the button on the Lexmark device home screen that is used to access Kofax workflows.
-
Click Save (
) at the top of the Add Device pane.
- From the list at the top of the Details pane, select Install and Configure.
-
Click Run Action (
). This action may take a few moments to complete. Once finished, a Successfully completed message appears in the Action History pane at the bottom of the screen.
If you want to change any settings in the application (such as server details for Equitrac, Output Manager, or AutoStore) or device, run the Update Configuration action.