It's necessary to install OptimiDoc on the multifunction device before it can be used with the OptimiDoc Server. To install the device please follow the steps below (for more details please go to the Devices section):


1. In the OptimiDoc web interface click on Device on the left hand side menu and then click Devices.


A list of assigned devices will appear. Click on the   button to add a new device.



2. Fill in the device data:

- Device type:

   - Konica Minolta - select this option for Konica Minolta OpenAPI capable devices.

   - Xerox - select this option for Xerox EIP capable devices.

   - Hewlett Packard - select this option for Hewlett Packard devices.

   - HP Pro - select this option for Hewlett Packard PageWide Pro devices.

   - Lexmark - select this option for Lexmark devices.

   - Epson - select this option for Epson devices.

   - Network device - for all other network devices.

- Name - custom name of the device (will be used for reporting).

- Location - specify a location of the device (will be used for reporting).
- IP address - enter an IP address of the device.

- Model - fill in the device model or click the blue magic wand icon on the right side of the field and the device model will be automatically detected from given IP address.
- Serial number - fill in the serial number manually or click the blue magic wand icon next to the field, the device serial number will be automatically detected from given IP address).

- Prefer SSL communication - enables secured HTTPS communication with the device.

- Use accounting - accounting of device operations. When enabled a pricelist must be selected. (Pricelist can be defined under the section Report - Pricelists).



3. For Develop, Konica Minolta, Xerox, Epson, Hewlett Packard and Lexmark devices it is also necessary to fill in the Terminal and Advanced tabs.


Terminal: 
- Terminal layout - allows to change the layout for terminal displays (feature for Xerox, HP Enterprise and Epson devices).

- Device authentication - enable or disable authentication to the device. When checked users need to login to use the device.

- Authentication method - type of user authentication.

- Localization - force the localization of the user interface.

- Display settings - selection of default tab/function.



Advanced:

- Login - MFP administrator login name.

- Password - MFP administrator password.

- Separate application registration - check for separate application icons Print and Scan on the device screen.

- OptimiDoc as the default application - check if you want OptimiDoc as default application on the device (currently applicable only on brands Xerox and HP).

- Print all - When a user logs in, all his/her newly received documents will be printed immediately.

- Use Pre-Authorization - check this for Xerox devices if you require usage of rules features.

- Delivery type - select print job delivery type.

- SNMP config - SNMP configuration selection.
(SNMP configurations can be managed under Device > SNMP Configurations)



Tags:

Mark the device with a tag or several tags.
(Tags can be managed under Device > Tags).


To assign an existing tag to a device - click on the tag's name so it will change its color from gray to a predefined tag color.

To remove a tag from a device - click its name to unassign it from the device