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14 Allocation
The allocation feature allows additional information to be linked to print jobs. This can be useful for
determining billing and expenses.
Figure 14-1 Allocation screen
14.1 Create allocation profiles
Use the following steps to create an allocation profile:
1. From the Allocation page, click Create Profile.
Figure 14-2 Create allocation profile
2. Name the profile you want to create. Be aware that all profiles must have unique titles; two profiles
cannot share the same name.
3. Enter number of fields you want to attach to the profile. This number must be less than or equal to 5.
116 Chapter 14 Allocation
- User Guide 1
- Table of contents 3
- List of tables 9
- List of figures 10
- 1.1 Overview 15
- Architecture 16
- 3 Information flow 19
- 4 Getting started 21
- 4.2 Information page 22
- 4.3 Remote control panel 22
- 4.4 General display window 23
- 4.5 License 24
- 4.6 User 24
- 4.7 Missing information 25
- 4.8 Miscellaneous 25
- 4.9.1 Information 26
- 4.9.2 Functionalities 26
- 4.10 Database Manager 27
- 5.1 Accounts options 30
- 5.2 Create an account 30
- 5.3 Modify an account 31
- 5.4 Delete an account 31
- 5.5 Currencies 31
- 5.5.1 Add a currency 32
- 5.5.2 Define an exchange rate 33
- 5.6 Delete an exchange rate 34
- 5.7 Modify a currency 34
- 5.8 Delete a currency 34
- 5.9 Active Directory 35
- 5.10 Retrieving user data 36
- 5.11 Group Organization 38
- 5.12 Group management 38
- 5.14 Manual Scan 41
- 5.15 Customize reports 42
- 5.16 Email 43
- 5.17 Create an email address 44
- 5.18 Modify an email address 45
- 5.19 Delete an email address 45
- 5.20 Distribution lists 46
- 5.20.2 Modify a list 47
- 5.20.3 Delete a list 48
- 5.21.1 Configure the server 49
- 5.22 Printer templates 50
- 5.22.4 Delete a template 53
- 6 Configuring data collectors 55
- 6.4 DesignJet configuration 59
- 6.5 Schedule job retrieval 60
- 6.7 SAP tracking 62
- 6.8.1 DTM options 63
- 7 Viewing the print server 65
- 7.1.1 Printers 66
- 8 Manage print costs 68
- 8.2 Cost management page 69
- 8.3 Actual costs: printers 69
- 8.3.5 Actual costs: media 72
- 8.4 Define fixed costs 74
- 8.4.2 Modify a fixed cost 77
- 8.4.3 Delete a fixed cost 78
- 8.4.4 Lease costs 78
- 9 Cost center 81
- 9.1.1.2 Import a cost center 82
- 9.1.1.3 Delete a cost center 82
- 9.1.3 Assign printers 84
- 10.1 Options 85
- 10.1.1 User options 86
- 10.1.1.3 Email address 87
- 10.1.2 Set passwords 88
- 10.1.3 Queries in progress 88
- 10.1.4 Print organization 89
- 11 Perform a query 91
- 11.2.1 Query types 93
- 11.2.1.2 Printers 96
- 11.2.1.3 Cost centers 100
- 11.2.1.4 Costs 101
- 11.2.1.5 Printer options 103
- 11.2.1.6 Allocation 104
- 11.2.1.7 Quota 106
- 11.2.4 Parameterized mode 107
- 11.2.2 Launch a query 107
- 11.2.3 Default mode 107
- 11.3 Parameterize queries 108
- 11.3.1 Name a query 109
- 11.3.3 Select the domain 109
- 11.3.4 Group 109
- 11.3.5 End user 109
- 11.4 Schedule queries 111
- 11.4.1 Once 112
- 11.4.2 Daily 113
- 11.4.3 Weekly 114
- 11.4.4 Monthly 115
- 11.4.6 Run when idle 117
- 12 Query results 118
- 12.2 Query status 119
- 12.4 Display results 119
- 12.5 Display types 120
- 12.5.1 Manage results 125
- 12.5.2 Modify parameters 125
- 12.5.3 Modify the display 126
- 13 Report management 127
- 14 Allocation 130
- 14.2 Modify profile structure 131
- 14.3 Modify field values 132
- 14.4 Modify default value 133
- 14.5 Modify list 133
- 15 Quota module 139
- 15.1 Quota defaults 140
- 15.2 Quota user 142
- 15.3 Quota cost center 143
- 15.4 Quota printers 144
- 15.6 Import quota 146
- 15.9.1 First print 150
- 15.9.4 Import quota 151
- 15.10 End user notification 152
- 16 Quota Client 154
- 17 MyQuota website 155
- 19 External reports 158
- 19.3 Manage folders 159
- 19.4 Manage data sources 159
- 19.5 Add a data source 160
- 19.6 Manage models 161
- 19.7 Manage reports 162
- 19.7.1 Add a report 163
- 19.7.2 Assign model to report 164
- 19.7.4 Delete a report 165
- 19.8 Launch external report 166
- Glossary 167
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