Checklist

Use the checklist below to plan and track the progress of your Printix implementation.

Customer details

  • Company name:

  • Contact person:

  • Project timeline

    • Date for Implementation start:

    • Date for Go live:

  • Motivation

    • Current pain point:

Subscription

  • Billing frequency: [ Monthly | Annual ]

  • Solution

    • Printix for Business: [ Yes | No ]

      Number of users:

    • Printix for Education: [ Yes | No ]

      Number of staff:

  • Printix Implementation Pack: [ Yes | No ]

    Priority Implementation Support, up to 2 hours and 12 months of Priority Support, and Technical Assistance. For two hours, within the first 90 days from the start of your Printix subscription service, an assigned expert will assist with the technical setup associated with Printix software.

Configuration details

Network ports and Internet endpoints that must be open

Printix Home

  • Printix Home:

    The Printix web address (acme.printix.net). Use only: A-z,0-9,-

Authentication

  • Microsoft Entra ID: [ Yes | No ]

    Users sign in with their Microsoft work or school account. Passwords are handled entirely by Microsoft Entra ID.

    • Multiple Microsoft Entra directories. Enter Microsoft Entra directories:

  • Google: [ Yes | No ]

    Users sign in with their Google Workspace account (not gmail.com). Passwords are handled entirely by Google.

    • Multiple Google domains. Enter Google domains:

  • OIDC: [ Yes | No ]

    Users sign in with their OpenID Connect account. Passwords are handled entirely by OIDC.

    • Multiple OIDC domains. Enter OIDC domains:

  • Okta: [ Yes | No ]

    Users sign in with their Okta account. Passwords are handled entirely by Okta.

    • Multiple Okta domains. Enter Okta domains:

  • OneLogin: [ Yes | No ]

    Users sign in with their OneLogin account. Passwords are handled entirely by OneLogin.

    • Multiple OneLogin domains. Enter OneLogin domains:

  • Email: [ Yes | No ]

    Users must register and create a password, which is handled by Printix.

  • Other methods

Groups

  • Deploy and control access to printers based on users' and computers' Group membership: [ Yes | No ]

    Nested groups are not supported. To use this option, groups must be enabled:

    • Microsoft Entra groups

      A Microsoft Entra ID account with the global administrator role is required to enable groups.

    • Google groups

      A Google Workspace administrator account is required to enable groups.

Sites

  • One site: [ Yes | No ]

  • Multiple sites: [ Yes | No ]

    • Number of sites:

  • Delegate print management to site managers: [ Yes | No ]

    To use this option, groups must be enabled:

    • Microsoft Entra groups

      A Microsoft Entra ID account with the global administrator role is required to enable groups.

    • Google groups

      A Google Workspace administrator account is required to enable groups.

Networks

Print servers

  • One print server: [ Yes | No ]

  • Multiple printer servers: [ Yes | No ]

    • Number of print servers:

If the print server's Windows Server OS is 2012 or older and has not been updated for a while, a Windows update should be scheduled during off-peak processing hours.

Printers

  • All printers use default SNMP configuration: [ Yes | No ]

  • Some printers use non-default SNMP configuration: [ Yes | No ]

    • Name of person to contact for additional information:

  • Are there label printers: [ Yes | No ]

Computer operating systems

Printix Client deployment method

Additional functionality

Secure print

Capture and workflow

  • How to get started with capture and workflow

    • Want to capture at the printer: [ Yes | No ]

    • Want to capture with mobile: [ Yes | No ]

    • Email as workflow destination: [ Yes | No ]

    • Microsoft OneDrive as workflow destination: [ Yes | No ]

    • Microsoft SharePoint Online as workflow destination: [ Yes | No ]

    • Printer models:

Cloud storage

  • Store pending documents in the customer's Cloud storage: [ Azure Blob Storage | Google Cloud Storage ]

Mobile print

  • Enable mobile print to allow printing from Android and iOS phones and tablets: [ Yes | No ]

    • Printix Anywhere: [ Yes | No ]

    • Additional print queues. Enter Name of print queues:

Universal Print by Microsoft

Third-party Pull printing

  • Printix Redirector: [ Yes | No ]

    Enable printing to so-called Follow/Pull print queues from PaperCut, SafeCom, Equitrac, PrinterLogic, and similar third-party printing solutions.

Cloud Print API

  • Printix Cloud Print API: [ Yes | No ]

    Push print jobs in printer-native or PDF format into a Printix print queue.