Adding files to the resource library

The resource library is a collection of firmware files, UCF files, printer settings, and applications that are imported to Fleet Management. These files can be associated with one or more configurations.

1. From the Fleet Management web portal, click Configurations.

2. Click Resource Library > Create or Create Resource.

3. Type the resource name and description.

4. Select the resource type.

   • UCF file

     Click Choose File, and then browse to the file.

   • Settings bundle

     Click Choose File, and then browse to the file.

   • Firmware

     Type the URL link or the build name, and then click Verify.

     Note: To obtain the URL link or the build name, contact the Lexmark Customer Support Center.

   • Imported app

     Click Choose File, and then browse to the file.

5. Click Create Resource.

Managing the resource library

1. From the Fleet Management web portal, click Configurations.

2. Click Resource Library, and then do either of the following:

   Edit a resource

   1. Click a resource name, and then edit the name or description.

   2. Click Save Changes.

   Note: You cannot edit resources that are assigned to a configuration.

   Delete resources

   1. Select one or more resources, and then click Delete.

   2. Click Delete Resources.

   Note: You cannot delete resources that are assigned to a configuration. If the configuration that references the resource is deleted, then the resource can be deleted.

   • To download an application resource, click the resource name, and then click Download the imported app for this resource.

   • To download printer settings resource, click the resource name, and then click Download the Settings bundle for this resource.

Note: To view resources by type, click Type, and then select the resource type.

Creating a configuration

A configuration is composed of firmware, applications, and printer settings (UCF or settings bundle) that can be deployed to a printer or a group of printers. When you create a configuration, that new configuration is universal and could apply to all printer models. Lexmark Cloud Services determines what elements of a component apply to each printer model, except for settings files that are deployed to all printer models.

1. From the Fleet Management web portal, click Configurations > Configurations, and then click Create or Create Configuration.

2. Type a unique configuration name and description.

3. Do any of the following.

Add firmware

• To use the recommended firmware for all printer models, from the Firmware tab, select Update all models to the recommended firmware version.

• To use firmware from the resource library, click Select Firmware, select one or more firmware resources, and then click Select Firmware.

  Note: For more information, see Adding files to the resource library.

• To upload firmware, do the following:

  1. Click Upload Firmware.

  2. Type the resource name and description.

  3. Type the URL or the build name, and then click Verify.

     Note: To obtain the URL or the build name, contact the Lexmark Customer Support Center.

  4. Click Upload Firmware.

  5. Do either of the following:

     • Save as Draft—Save a draft version of the configuration. A configuration in draft status cannot be deployed to a printer.

     • Publish—Publish a configuration. In the Publish Configuration window, type the version notes, and then click Publish Configuration.

     Note: To cancel the configuration, click Cancel.

  You can set the firmware component to Update all models to the recommended firmware version and also contain one or more specific firmware resources. A specific firmware resource applies only to a small set of printers. When using multiple firmware resources, the following behaviors can be observed:

  • If a configuration contains only the Update all models to the recommended firmware version setting, then printers with firmware older than the recommended level are updated. Printers with firmware at the recommended version or newer are not updated.

  • If, aside from the setting, a configuration also contains specific firmware resources, then all printers that match the models in the specific firmware are updated. All other printers are updated to the recommended firmware version.

  • If a configuration contains only specific firmware resources, then all printers that match the models in the specific firmware are updated. All other printers are not updated.

  Note: If a specific firmware resource is a downgraded version, then all the eSF applications are removed. The built-in applications are restored to the requested down-level firmware. The Printer Agent is also deleted, and the printer must be enrolled again in Cloud Fleet Management.

Add applications

• To add applications, do the following:

  1. From the Apps tab, click Select Apps.

  2. Select one or more applications, and then click Next.

     Notes:

     • To view the information about the application, click More Info.
     • If Cloud Scan Management and Translation Assistant are coexisting along with Card Authentication, then these applications must be selected in the Card Authentication permissions. This action makes the applications accessible from the printer control panel.
     • When creating a configuration for Cloud Print Management, Translation Assistant, or Cloud Scan Management applications, make sure that you configure the Pluggable Authentication Module setting properly. If the printer is not managed by another authentication application, then enable this setting. This action allows Cloud Authentication to be used as the main authentication application that manages the printer security.
     • If the printer has another authentication application managing its security, then make sure to disable the Pluggable Authentication Module setting.
     • The Cloud Print Management applications may not work with some authentication applications. For more information on the limitations, see the Cloud Authentication Readme File.

  3. Click Done.

  4. If necessary, click the application name, and then configure the application settings.

     Note: Some application settings cannot be modified from the Fleet Management web portal. To configure these settings manually, access the configuration page for the application from the printer Embedded Web Server. For more information, see the Administrator’s Guide for the application.

     If you select Cloud Print Management, then you must configure the Pluggable Authentication Module setting to make Cloud Authentication as the primary authentication application.

     1. Expand Cloud Print Management settings.

     2. From the Basic settings section, select Enable pluggable authentication module.

  5. Do either of the following:

     • Save as Draft—Save a draft version of the configuration. A configuration in draft status cannot be deployed to a printer.

     • Publish—Publish a configuration. In the Publish Configuration window, type the version notes, and then click Publish Configuration.

     Note: To cancel the configuration, click Cancel.

• To upload applications, do the following:

  1. From the Apps tab, click Upload App.

  2. Type the resource name and description.

  3. Click Choose File, and then browse to the file.

  4. Click Upload App.

  5. Do either of the following:

     • Save as Draft—Save a draft version of the configuration. A configuration in draft status cannot be deployed to a printer.

     • Publish—Publish a configuration. In the Publish Configuration window, type the version notes, and then click Publish Configuration.

     Note: To cancel the configuration, click Cancel.

Add printer settings files

• To use printer settings from the resource library, do the following:

  1. From the Printer Settings Files tab, click Select Settings File.

  2. Select one or more settings resources, and then click Select Settings File.

  3. Do any of the following:

     • Save as Draft—Save a draft version of the configuration. A configuration in draft status cannot be deployed to a printer.

     • Publish—Publish a configuration. In the Publish Configuration window, type the version notes, and then click Publish Configuration.

     Note: To cancel the configuration, click Cancel.

• To upload printer settings, do the following:

  1. From the Printer Settings Files tab, click Upload Settings File.

  2. Type the resource name and description.

  3. Select a resource type.

  4. Click Choose File, and then browse to the file.

  5. Click Upload Settings File.

  6. Do either of the following:

     • Save as Draft—Save a draft version of the configuration. A configuration in draft status cannot be deployed to a printer.

     • Publish—Publish a configuration. In the Publish Configuration window, type the version notes, and then click Publish Configuration.

     Note: To cancel the configuration, click Cancel.
  Note: To change the order of the settings deployment, drag the setting up or down the list. This function is applicable only for settings in a nondeployed configuration.

Configure printer settings

• To modify the printer settings according to the requirements of the configuration, do the following:

  1. From the Printer Settings tab, select .

  2. Expand the settings category to navigate to a particular setting.

     Note: To search for a particular setting, type the name of the setting in the search box. The search result shows all the paths in the tree that navigate to the particular string.

  3. Select or enter the values for the settings.

     Note: To view the summary of the modified settings, click .

  4. Do either of the following:

     • Save as Draft—Save a draft version of the configuration. A configuration in draft status cannot be deployed to a printer.

     • Publish—Publish a configuration. In the Publish Configuration window, type the version notes, and then click Publish Configuration.

     Note: To cancel the configuration, click Cancel.

• To import the printer settings, do the following:

  1. From the Printer Settings tab, select Import Settings Bundle.

  2. In the Import Settings Bundle dialog, select either of the following sources:

     • File upload—Choose a settings bundle from your disk.

       Note: The file must be in ZIP format.

     • Resource Library—Select a settings bundle from the Resource Library.

  3. After selecting the file, click Continue.

     Notes:

     • Only new settings and existing settings with different values are imported.
     • Settings that are unsupported or have invalid values are not imported.

  4. Click Import Settings Bundle.

Managing configurations

1. From the Fleet Management web portal, click Configurations.

2. Click Configurations, and then do any of the following:

   • To delete configurations, select one or more configurations, and then click Delete > Delete Configurations.

     Note: Deleting configurations does not remove them from printers to which they are already deployed.

   • To copy a configuration, do the following:

     1. Select a configuration, and then click Copy.

     2. Type a unique configuration name.

     3. Select the organization where you want to copy the configuration to.

        Note: This setting is available only when you are managing multiple organizations.

     4. Select Edit configuration after copy.

        Note: This setting is available only when you are copying to the same organization.

     5. Click Copy Configuration.

     6. Configure the settings.

     7. Click Save Changes.

     Notes:

     • Deployed configurations cannot be edited, but can be copied and saved as a new editable configuration.
     • If a configuration contains resources, such as firmware, applications, and settings files, and is copied to the same organization, then those existing resources are used. If the configuration is copied to a different organization, then those resources are copied to the destination organization.

   • To set a default configuration, select a configuration, and then click Set as Default. The default configuration is assigned to newly enrolled printers automatically. To remove the configuration as the default configuration, select the configuration, and then click Remove Default.

   • On the Configurations page, you can view the following columns:

     • Last Editor—Shows the user who last edited the configuration

     • Latest Published Version—Shows the latest published version of the configuration.

     • Publisher—Shows the name of the user who published the configuration.

     • Date Published—Shows the date when the configuration was published.

Editing or copying a published configuration

1. From the Fleet Management web portal, click Configurations.

2. Select the configuration that you want to edit or copy.

3. Do either of the following:

   Create a draft

   1. Click Create New Draft > Create New Draft.

   2. Edit the details.

   3. Do any of the following:

      • Save as Draft—Save a draft version of the configuration. A configuration in its draft status cannot be deployed to a printer.

      • Publish—Publish a configuration. In the Publish Configuration window, type the version notes, and then click Publish Configuration.

      • Delete

      Note: To cancel the configuration, click Cancel.

   Copy a configuration

   1. Click Copy Configuration.

   2. From the Copy Configuration window, type the name of the configuration and select the configuration of the organization that you want to copy.

   3. Click Copy Configuration.

   4. If necessary, from the new configuration page, edit the details.

   5. Do any of the following:

      • Save as Draft—Save a draft version of the configuration. A configuration in draft status cannot be deployed to a printer.

      • Publish—Publish a configuration. In the Publish Configuration window, type the version notes, and then click Publish Configuration.

      • Delete

      Note: To cancel the configuration, click Cancel.

Deploying configurations to printers

Deploying a configuration to printers sends the configuration to the cloud server, and updates the printer during the next scheduled poll or sync.

1. From the Fleet Management web portal, click Printers, and then select one or more printers.

2. Click Configure > Deploy configuration.

3. From the Deploy Configuration window, select a configuration, and then click Deploy Configuration.

Notes:

• You can only deploy the published configurations.
• The list of configurations is sorted according to the last modified date, with the most recent configurations listed at the top of the list.
• Published configurations cannot be edited, but can be copied and saved as a new draft.
• When a configuration is deployed, there is an implicit order of deployment to the printer. Firmware is deployed first. Applications are deployed second, in the same order that they appear in the configuration. Settings files are deployed last, in the same order that they appear in the configuration.
• If the configuration contains applications and the organization is using an authenticated proxy server, then configure the printer proxy server settings. For more information, see Configuring the printer proxy settings.