Configure Secure Print Release

This task steps you through the process of setting up basic Secure Print release functionality using the default print server that was automatically created when you performed initial configuration of the Printanista Workflow software.

Before you complete these instructions, ensure that you understand the concepts in What is a Print Queue?

Configuring basic Secure Print requires three main steps: 

  1. Edit the default print server or configure a new print server
  2. Create a queue
  3. Submit a print job to test the result
In large organizations, you may have a multi print server setup, in which case you can use the queues and queue groups to create compatibility groups and load balance print jobs across servers. Refer to Create a Compatibility or Load Balance Queue Group for details.

Edit the default print server or configure a new print server

Configure another print server only if you are implementing multiple print servers or want to configure load balancing. Otherwise, you can simply modify the default settings that were applied when the default print server was created.
  1. Select Administration from the ribbon.
  2. Select Servers.
    1. To edit the default server, click the server name to launch the edit screen.
    2. To configure a new print server, click Create instead. Refer to Create/Edit a Print Server for instructions.
  3. If you want to create a more prolific name for the server, enter it in the Description field.
  4. Enter the Services url. This must be a full URL to the server where the web API services are installed. The URL should include the port number if the default 80/443 port is not currently used.
  5. Ensure the Queue server option is set to 'Yes'. When set to 'No', this option configures the server for load sharing Client calls only and it is not used as a queue server.
  6. Enable the Secure spooler jobs option if you are not using the Workflow Client and you want to ensure that jobs which arrive at the server are secured. Note that no job page count/cost information is tracked in this situation.
  7. In the Payload path field, enter the full path where the job payloads will be stored. This path must be accessible from the web API services, and must therefore be either a local path on the server or a UNC path with read/write access.

Create a queue

  1. Select Administration from the ribbon.
  2. Select QueuesAdd Queue.
  3. Enter a Name for the Queue. This name will be displayed on release pages, mobile devices, etc., so ensure that the name is meaningful. For example "Third Floor Canon Full Color".
  4. Select the server printer that you want to connect the queue to. This list displays all direct IP and network shared print drivers installed on the Queue Server.
  5. In the Type list, select the queue type. See What is a Print Queue? For secure printing, select Secure Hold.
  6. Click Add. The queue is created and the Edit screen opens to allow you define additional settings if necessary.

The queue is now ready for print jobs. See Edit a Queue for details on the remaining queue options.

Enable Secure Release with Embedded

If you are using Embedded on your MFPs, you will need to configure secure print release l, if you wish to allow users to release print jobs using the display panel on the MFP.

  1. Select Administration from the ribbon.
  2. Select EmbeddedCopiers.
  3. Select an Embedded Copier configuration to modify.
  4. Under the General section, select Change next to the Release queue setting.
  5. Select the desired Printanista Workflow Client Services Server and Queue from the drop down menus.
Only devices which have been added to the Secure → Queues Section can be added as release queues.
  1. Select the Change button to confirm.

Submit a print job to test the result

When you created the queue, Workflow either matched to an existing entry or created a new entry in the Printers list. When a user prints to that printer, the job is automatically handled according to the queue type you configured and will appear in the releasable jobs list for the user (depending on the queue type).

  1. To test the result, ensure the Workflow Client is installed on your local computer, and submit a print job to the queue you just configured.
  2. If you set the queue type to Secure Hold, ensure you can release the job. Select My Workflow from the ribbon. Select the queue you want to release to, and click Release to send the job. The print job is sent to the printer server for the selected queue and printed.
If you plan to use release codes, enable anonymous release, or to ensure jobs are cleaned up on the queue according to a schedule, see Change General Secure Settings.