Practical Task Script - Technical Analyst - Training For YSoft SafeQ 6 (Printed) PDF

Technical
Analyst
YSOFT SAFEQ 6 TECHNICAL ANALYST TRAINING
WWW.YSOFT.COM
CONTENT
Required training environment information, Technical Analyst
Technical requirements, Technical Analyst
Installation checklist, Technical Analyst
LAB 01: Understanding the environment
LAB 02: Getting ready
LAB 03: YSoft SafeQ 6 single server installation
LAB 04: Initial configuration
LAB 05: User management
LAB 06: Embedded terminal integration
LAB 07: Print driver integration
LAB 08: Job management
LAB 09: Authentication options
LAB 10: How to print and copy
LAB 11: Access definitions
LAB 12: Creating scan workflows
LAB 13: How to scan
LAB 14: Reporting options
LAB 15: How to report an incident
LAB 16: Backup procedure
YSOFT SAFEQ YSOFT SAFEQ 6 TECHNICAL ANALYST TRAINING WWW.YSOFT.COM

PURPOSE OF THE DOCUMENT
The document describes all practical tasks related to YSoft SafeQ 6 Technical
Analyst Training that demonstrates the essential features and common activities for
a typical YSoft SafeQ 6 implementation.
The tasks can be performed in your own testing environment or during an official
YSoft SafeQ 6 Technical Analyst Differential on-site training. The activities are
presented in order that matches the typical implementation process of the product.
Every task requires the successful completion of the previous one. In case that a
task could not be finished (meaning that it is not possible to finish all the tasks in a
LAB), please contact a trainer.
HOW TO CONTACT A TRAINER FOR CONSULTATION

Web-based training: If you have any questions related to the practical task script,
please create an incident via the Y Soft Service Desk (https://portal.ysoft.com
/customer-support-service/service-desk) and mention all questions that you have.
The incident area of the incident should be Y Soft Partner Training to help us
prioritize the tickets properly, as they will not be logged under an SLA.
Title text
Instructor led training: If you have any questions related to the practical task script,
please ask the trainer immediately during the training.
STRUCTURE OF THE DOCUMENT

Every lab contains the main objective and a few subtasks that guide you through the
whole lab. On the right side of the page, you can find boxes with additional
information related to the lab.
Green - SafeQ documentation references
Blue - notes, tips, additional explanation or any kind if information useful
for better understanding of the tasks
Orange - more advanced and longer technical notes related to discussed
topics
Red - warning messages which you should pay a close attention
because they inform about changes which have significant impact on
printing environment or its security
The last part of the document is an installation checklist, which briefly summarizes a
basic implementation of YSoft SafeQ, including its configuration.
YSOFT SAFEQ YSOFT SAFEQ 6 TECHNICAL ANALYST TRAINING WWW.YSOFT.COM

REQUIRED TRAINING ENVIRONMENT INFORMATION, TECHNICAL ANALYST
Objective: Make sure you have all necessary information ready before starting the
tasks
Test Server
The username and password of an account with administrator rights (do not use an
admin or administrator account as these accounts are reserved for management and
maintenance only)
IP address
Mail server
SMTP server hostname or IP address
SMTP server port – if it is different from the default port 25
SMTP username and password – if required by the mail server’s configuration
Notification sender email address – an email account used as the sender of all
notifications
Administrator email – an email used for receiving administrator notifications
A functional email address reachable by an SMTP server configured in an email client.
Test Active Directory
URL of AD server – IP address or hostname
AD server port – the default port 389 or other port that can be used for replication
AD subtree available for replication – distinguished-name, the tree used for replication
(the subtree has to contain at least 10 users)
AD service account – credentials of a user that can be used for user replication
YSOFT SAFEQ $METADATA.FROM("LAB NUMBER"): $METADATA.FROM("LAB NAME") 1 of 1

TECHNICAL REQUIREMENTS, TECHNICAL ANALYST
Objective: Make sure you have all necessary hardware ready before starting the
tasks
Test Server
Software requirements: Microsoft Windows 2008 64bit/2008R2/2012/2012R2
Hardware requirements: Dual Core 2 GHz or faster processor, 8 GB free RAM, 1 Gbps
Network, 30 GB available free disk space on drive C:
Testing MFD
1 x certified for using a YSoft SafeQ Terminal Pro 4 with blocking cable support
(optional for Terminal Pro 4 labs)
1 x certified for use with YSoft SafeQ YSoft SafeQ Embedded Terminal and support
for a USB card reader
YSoft SafeQ HW
Note
1 x USB Card Reader version 2 or 3
1 x YSoft SafeQ Terminal Pro 4 (optional for Terminal Pro 4 labs) It is possible to use only one MFD for
installing both the hardware and YSoft
1 x suitable blocking cable (optional for Terminal Pro 4 labs)
SafeQ Embedded Terminal. The
1 x universal mounting kit (optional for Terminal Pro 4 labs) conditions remain the same, the MFD
Other has to support both terminals.
1 x screwdriver
1 x green highlighter
1 x red highlighter Note
At least 2 documents with 1D barcode
Information about certified devices and
At least 3 contactless cards compatible with YSoft SafeQ HW and YSoft card
required YSoft SafeQ hardware can be
readers found in the HCL – Hardware
Compatibility List.
Note
YSoft SafeQ hardware can also be

purchased as Not For Resale (NFR). For
more information, please see a
separate part of the official price list or
contact your dedicated account
manager.
YSOFT SAFEQ $METADATA.FROM("LAB NUMBER"): $METADATA.FROM("LAB NAME") 1 of 1

INSTALLATION CHECKLIST, TECHNICAL ANALYST
Please use the checklist below to verify that all labs and tasks related to a basic
implementation of YSoft SafeQ have been performed as specified in the script.
Tip
Step Installation task or topic Task description Done
To view administrator and user guides,
1. Hardware and software requirements Ensure that your system meets the system, use the YSoft SafeQ 6 Documentation.
antivirus and hardware requirements.
2. Installation of YSoft SafeQ 6 with Complete the installation and record the
PostgreSQL password values and other installation
information you need.
3. Activate the installation Activate the installation with a trial license
4. Basic Configuration, Dashboard tab: Set all necessary email, language and regional
settings according to your specific local
Company info
environment.
Email settings
Verify that the email settings have been set
Language settings correctly by sending a test email to the YSoft
Regional settings SafeQ administrator’s email. Save the email

received and attach it to the test outputs
Parset settings
Enable the parsers and set them appropriately.
5. Encoding Settings Set all encoding settings according to your

national alphabet
lprEncoding
maxSpoolerJobTime
maxSpoolerJobTimePrinted
6. LDAP Integration Configure LDAP integration to replicate users,

cost centers and roles from AD, OpenLDAP or
eDirectory
7. Configure the MFD for using with Configure the MFD for using with YSoft SafeQ
YSoft SafeQ Embedded Terminal / Embedded Terminal, Terminal Pro and perform
Terminal Pro the necessary configuration to block the MFD
panel.
8. Add device to YSoft SafeQ Configure the MFD via the YSoft SafeQ Web
interface.
9. Verify the implementation by testing Test Print, Copy and Scan feature.
the basic features.
YSOFT SAFEQ INSTALLATION CHECKLIST: INSTALLATION CHECKLIST 1 of 1

LAB 01: UNDERSTANDING THE ENVIRONMENT
Objective
Environment is ready for the YSoft SafeQ 6 deployment. Participants are

able to verify all hardware, software and network requirements and are
familiar with the pre-installation checklist and hardware compatibility list.
In this LAB, you will perform the following tasks:
1. Identify requirements.
2. Request the hardware and software resources.
3. Check provided server resources.
4. Collect the 3rd party system integration information.
Task 1: Identify requirements

The purpose of this lab is to simulate
communication and preparation
1. Open YSoft SafeQ 6 Documentation available on the Y Soft Partner
between you as a person responsible
Portal (portal.ysoft.com) in the section Customer Support Service -> for deployment and a customer.
Downloads. Trainer in this lab acts as the
customer.
2. Search for the following articles and get familiar with all necessary
requirements for the deployment:
a. Hardware requirements
b. YSoft SafeQ server requirements
It is recommended to verify that an
c. Requirements (hardware, software, antivirus, third party antivirus or other security tools are
load balancer) correctly configured and that YSoft
SafeQ folders and processes are
d. Network communication (firewall configuration should be
explicitly excluded from the scan.
consulted with responsible administrator at a customer
site)
Task 2: Request the hardware and software resources

1. Based on the obtained information from Task 1 request all necessary
hardware and software from the customer.
We strongly recommend to use a pre-
2. Discuss which devices will be used in the customer's environment and installation checklist while
communicating with the customers.
check the device compatibility in the HCL list. You can find the HCL list
The checklist contains important steps
on the Y Soft Partner Portal (http://portal.ysoft.com) in the Customer to determine all basic customer's
support & service > Hardware Compatibility List (HCL) section. demands and prerequisites for the
environment ready. If the checklist is
thoroughly verified with the customer
and confirmed it means that the
customer environment is ready for
YSoft SafeQ installation. If the
verification is not completed in any of
the required steps you may also
experience significant delays at the
customer site.
YSOFT SAFEQ LAB 01: UNDERSTANDING THE ENVIRONMENT 1 of 2

3. Download the pre-installation checklist from YSoft Partner Portal and get
familiar with it before the deployment by filling it in based on the details
gathered during the previous steps.
4. Export the filled checklist to PDF to see the final output describing your
installation being done during the training session.
Task 3: Check provided server resources

1. Check the provided resources by the customer.
2. If requirements are not met discuss this with the customer.
Very important check here is to
confirm that the resources for Virtual
Task 4: Collect the 3rd party system integration information Machines has been dedicated. This
step is usually underestimated but has
very high impact on a server
1. Get all necessary information about LDAP server:
performance.
a. IP address.
b. LDAP subtree where all users are stored.
c. Access credentials with read rights. In technical analyst level only basic
2. Get all information about SMTP mail server single server scenario is presented.
Therefore there is no expectation to
a. IP address. consider advanced configuration like
external SQL servers, mail accounts
b. Access credentials. for mobile print and more.
3. Get all information about used mail addresses:
a. Administrator's e-mail.
b. Source e-mail address used for user's email notifications.
YSOFT SAFEQ LAB 01: UNDERSTANDING THE ENVIRONMENT 2 of 2

LAB 02: GETTING READY
Objective
Participants are able to work with YSoft Partner Portal, find the needed
installation package and know how to obtain the license before the
installation starts.
1. Download the correct installation package and upload it to the server.

2. Obtain the license.
Task 1: Download the correct installation package

1. Navigate to Y Soft Partner Portal -> Customer support services ->
Downloads.
2. Find the appropriate package for the installation. In most situations you
will want the latest Maintenance Update (i.e. the MU with highest
number).
3. Upload the installation package to the server.
Task 2: Obtain the license

1. Check if you have license ready for the installation.
2. If you have not received the license beforehand, you will generate the Standard process how to order the
30-day trial DEMO license after the installation. license is to send a purchase order to
orders@ysoft.com (or a specific e-mail
address variant for your region - ask
your trainer for more information).
If you are not sure about particular

part numbers which should be included
in the purchase order, please contact
your YSoft Sales representative.
The purchase order is typically

processed within two days.
The production license is typically

delivered as a PDF document via e-mail
from the Ordering department.
Each installation has a special identifier

called License ID. This identifies the
installation for later reference and it is
needed also for every license
extension.
Note that an activation key will remain

the same for the given License ID even
after extension licenses are added - all
orders for one installation share the
same activation key.
YSOFT SAFEQ LAB 02: GETTING READY 1 of 1

LAB 03: YSOFT SAFEQ 6 SINGLE SERVER INSTALLATION
Objective
Participants are able to execute the installation, understand the

installation steps and options. They can also activate the trial license and
make the server ready for the initial configuration and following
deployment steps.
1. Run the installation package.

2. Verify YSoft services.
3. Activate YSoft SafeQ 6.
Task 1: Run the installation package

1. Unzip the downloaded package and navigate to the YSoft SafeQ 6
server installer folder.
2. From the two offered packages, select ysq-server-ocr-install.zip and
unzip it again. This is the installation that also includes the OCR engine.
3. Run the installation by executing the SafeQ6.exe file.
4. Continue through the welcome dialog and the license agreement until
you reach the Server Environment screen.
5. Select the First server installation.
6. In the feature selection dialogue leave the default values (Enable

spooling of jobs only).
YSOFT SAFEQ LAB 03: YSOFT SAFEQ 6 SINGLE SERVER INSTALLATION 1 of 4

7. Select the destination installation folder (C:\SafeQ6 by default).
Verify that the system is ready and there are no problems displayed in
the dialog. If there are any warnings, verify them as well.
8. Select the Embedded PostgreSQL 9.4 database server.

9. Generate the database password.
10. Leave YSoft SafeQ6 Management Server GUID pre-filled and select the
network interface which will be used to access the YSoft SafeQ 6 web Do not forget to save the database
interface. password generated by the GUI
installer. Once the password is visible
11. Click Install and wait for the installation to finish. in the pop-up window, it is copied into
clipboard. Therefore, you can simply
paste it to any suitable application.
Task 2: Verify YSoft services
1. Run the Services application via Server Manager.
2. Verify that all YSoft SafeQ related services are running. Should you experience an error during
FlexiSpooler installation part please
refer to the documentation, article
Installing Security Certificates

Task 3: Activate YSoft SafeQ 6
1. Log in to the web interface by entering the server IP address into the
browser.
2. To activate a trial license, click the 30-day free trial button which you
see after the log in.
3. Select the offline activation.

4. Copy the integrity key, paste it to http://activate.ysoft.com and click the In case of trial license, only offline
Generate button. After filling all customer details you get an activation activation can be used as you need to
be logged in to the YSoft Partner
key for your server.
Portal. Non-registered user cannot
perform trial license activation.
Keep in mind that you need to be

logged in to the YSoft Partner Portal.
Otherwise you are unable to generate
the license key.

5. Copy the activation key back into the activation dialog in the YSoft
SafeQ management interface.
6. Click the activate button.
7. Check if YSoft SafeQ 6 is activated by checking License expiration date
in YSoft SafeQ version widget.

LAB 04: INITIAL CONFIGURATION
Objective
Participants are able to perform initial configuration by specifying

customer depended settings. They know how to set the encoding according
to the specific country and language.
1. Set all possible options on dashboard widget.

2. Set spool settings according to the specific environment.
Task 1: Fill all possible options on dashboard widget

1. In YSoft SafeQ 6 web interface, navigate to the Welcome to YSoft
SafeQ widget.
2. Fill in all company information and upload the company logo if applicable.
3. Configure SMTP server settings and e-mail addresses.
Notification sender's email is used as sender address for
various notification for the user, for example undelivered
scan job, notification about rejected job or money account
balance.
Administrator email is used for notification for
administrator, for example unexpected crash of server,
server restart and more.
4. Set up all regional settings valid for the customer's country such as
currency, VAT values and paper format (usually A3/A4 or letter/tabloid)
5. Search for the article Print Job Parser Configuration in the
documentation.
Print job parser is a tool for estimation
6. Configure the Print job parser to Render jobs as low resolution (36 DPI) of page count and page type (black
and white or color). With rendering
images.
enabled you can also display job
7. Install GhostScript parser. preview or calculate page coverage.
Task 2: Set spool settings according to the specific

environment By default, only PCL print job parser is
deployed together with YSoft SafeQ 6.
1. Navigate to the System tab in the left menu. For parsing the PostScript jobs,
external GhostScript parser needs to
2. Search for the Printed job retention time attribute and set it to the be installed.
value 1 day (1d 0h).
3. Search for the Unprinted job retention time attribute and set it to the
value 3 days (3d 0h).
YSOFT SAFEQ LAB 04: INITIAL CONFIGURATION 1 of 2

By default, all jobs (printed as well as
unprinted) are stored on the
FlexiSpooler for 7 days.
As a result, users can release their

jobs in 7 days on the device. After this
time, jobs are deleted from the spool
folder and users cannot see them
after the authentication.
YSOFT SAFEQ LAB 04: INITIAL CONFIGURATION 2 of 2

LAB 05: USER MANAGEMENT
Objective
Participants are able to add and manage users in YSoft SafeQ 6 manually
and replicate them from the directory services. They understand the
concept of cost centers and roles and their purposes. Participants know
how to set access rights for users.
1. Add users manually and assign them to a dedicated cost center and
role.
2. Replicate users from a directory service using the LDAP integration tool.
3. Set up specific access rights to a user.
4. Set up administrator access rights to a user.
Task 1: Add users manually and assign them to a dedicated

cost center and role
1. Click the Users tab and navigate to Cost centers in the top menu.
2. Click Add new item and add new cost centers with the following
parameters: Cost center or role has to be created
beforehand in order to assign them to
a. Number: 1 a user account when it´s being
Name: Ministry of Education created.
b. Number: 2
Name: Ministry of the Environment
c. Number: 3
Name: Ministry of Justice
3. Navigate to Roles in the top menu.
4. Click Add new item and add new roles with the following parameters:
a. Name: Print color
Description: User can print in color
b. Name: Print BW
Description: User can print only BW
c. Name: No copy
Description: User cannot copy
YSOFT SAFEQ LAB 05: USER MANAGEMENT 1 of 3

5. Navigate to the Users menu and add new users with the following
parameters. Keep in mind that some options such as PIN are revealed
after you save the user with basic parameters:
Username: carlacoe
Name: Carla
Surname: Coe
PIN: 1234
Password: carlacoe
Email: carlacoe@training.local
Cost center: Ministry of Education
Role: Everyone, Print color
Username: paulapoe
Name: Paula
Surname: Poe
PIN: 2345
Password: paulapoe
Email: paulapoe@training.local
Cost center: Ministry of the Environment
Role: Everyone, Print BW
Username: brettboe
Name: Brett
Surname: Boe
PIN: 3456
Password: brettboe
Email: brettboe@training.local
Cost center: Ministry of Justice
Role: Everyone, No copy
Username: johnjoe
Name: John
Surname: Joe
PIN: 4567
Password: johnjoe
Email: johnjoe@training.local
Cost center: Default
Role: Everyone
Task 2: Re plicate users from a directory service by using the

LDAP integration tool
1. Click the System tab and navigate to the LDAP integration tab in the
upper menu.

2. Click the Settings tab and enter all values you got from the customer in
LAB 1, Understanding the environment.
3. For more configuration options you can switch view on Advance. The
option is in the upper right corner.
4. Save changes and run the full replication by clicking the Sync now
button.
5. Check the Logs tab for results.
6. Check the Users tab if new users, cost centers and roles are replicated.
Task 3: Set up specific access rights to the user

1. Log in to the management interface as user Carla Coe (carlacoe).
2. Try to display the user list.
a. Only limited information can be seen after login for this
user. No users tab should be visible.
3. Log in as administrator again.
4. In Users tab, click the credit card icon next to the user Carla Coe.
5. Select all access rights in the User tab and all their prerequisites.
Pay also attention to notes in italic.
You can see, that for the several
access rights, some different access
right is needed as a prerequisite. In
such case you need to allow the
prerequisite access right as well.
6. Log in into management interface as the user Carla Coe again. You
should now see a complete user list with all details.
Task 4: Set up administrator access rights to the user

1. Log in to the management interface as YSoft SafeQ administrator.
2. Double click the user Paula Poe. Please note, those administrator rights
are assigned by role, not by access
3. Click Add role and assign the user to role safeq admins. rights settings.
4. Log in the management interface as user Paula Poe. You should see all
administrator options.

LAB 06: EMBEDDED TERMINAL INTEGRATION
Objective
Participants are able to perform all necessary configuration steps in order

to successfully deploy an embedded terminal. They are familiar with all
configurable options and know how to test the functionality.
1. Create a price list.

2. Prepare the device for the embedded terminal installation.
3. Add a device to YSoft SafeQ and proceed with a terminal installation.
4. Test the authentication.
Task 1: Create a price list

1. In the Billing tab, click Price list.
2. Click the New price list button.
3. Fill the following values:
Name: My price list

Paper costs (A4/letter): 1
Paper costs (A3/tabloid): 2
B/W print (A4/letter): 0.3
B/W print (A3/tabloid): 0.4
Color print (A4/letter): 0.4
Color print (A3/tabloid): 0.6
B/W copy (A4/letter): 0.3
B/W copy(A3/tabloid): 0.4
Color copy (A4/letter): 0.4
Color copy (A3/tabloid): 0.6
Task 2: Prepare the device for terminal installation

1. Open the YSoft SafeQ 6 Documentation.
2. Search for an article "Configuring vendor" where vendor is the brand of
devices you support.
3. Set up the device according to the documentation before the
installation.
YSOFT SAFEQ LAB 06: EMBEDDED TERMINAL INTEGRATION 1 of 2

Task 3: Add device to YSoft SafeQ and proceed with a terminal
installation
1. In the Device tab, click Add group with the following details:
Note that you are unable to add a

Name: Default device without any existing group as
Parent: None every device has to be a part of a
group. That is why you need to create
it before the device installation.
2. Click Add device and fill all details:
Direct queues are used for direct

Name: Name of your choice printing without any need of
Location or description: Description of your choice authentication.
Device group: Default You can name the direct queue per
Network address: Device IP address or hostname your preference, however, the same
Terminal Type: YSoft SafeQ Embedded Terminal for your vendor queue name must be configured in the
Spooler Controller Group: Only one group is displayed printer driver details.
Accounting method: Device dependent accounting

Price list: My price list
Authentication method: PIN or Card
Direct queue: direct_queue
3. Click the ADVANCED tab in top-right corner and explore the advanced
options.
4. Change the device administrator credentials or SNMP community if
needed.
5. Click Save changes and wait until the device is installed.
Task 4: Test the authentication

1. Use the PIN "3456" on the device´s authentication screen.
2. Check if you are authenticated as the user Brett Boe.
YSOFT SAFEQ LAB 06: EMBEDDED TERMINAL INTEGRATION 2 of 2

LAB 07: PRINT DRIVER INTEGRATION
Objective
Participants are able to add a Windows printer with a PostScript driver into
Devices and Printers. They know how to configure printer port to deliver
print jobs to the YSoft SafeQ server.
In this lab, you will perform the following tasks:
1. Find a suitable print driver.

2. Add a printer.
3. Configure the print driver.
4. Submit a print job and see the job details including job preview.
5. Verify print job encoding
6. Share YSoft SafeQ printer to other workstations.
7. Use printer pooling to optimize the secure print.
Task 1: Find a suitable print driver

1. Navigate to the vendor technical support web page or any other source
of appropriate driver.
2. Find a suitable PostScript (PS) driver for your MFP. In case the MFP does
not support PostScript, use a suitable PCL driver.
3. Download the driver.
Task 2: Add a printer

1. Open the Control Panel and click the Devices and Printers option.
You can choose to perform the task on your YSoft SafeQ
server or your laptop.
If you decide to add a printer into your laptop make sure
you created your account in YSoft SafeQ.
2. Click on Add a printer.
YSOFT SAFEQ LAB 07: PRINT DRIVER INTEGRATION 1 of 7

3. Click the sign The printer that I want isn't listed.
4. Click Add a local or network printer as an administrator.

5. Choose Add a printer using TCP/IP address or hostname .

6. For Hostname or IP address, enter the address of your YSoft SafeQ
server; then enter a name for the port per your preference.
7. Skip Additional port information clicking the Next button.

8. Click the Have a disk button and select your downloaded driver.
9. Enter a name of your choice for the new printer, enable sharing and It is possible to select the Windows
finish the process. driver from a list as well, however, it is
not recommended in general.

10. Right-click the new printer; then select the Printer Properties option.
Select the Ports tab. The port you have created should already be
selected and highlighted. Click Configure Port.

11. Change the printer port settings as follows:
Every queue which is not configured in

Protocol: LPR YSoft SafeQ as a direct queue is
Queue Name: direct_queue considered to be a secure queue.
LPR Byte Counting: Enabled Because you have already configured
direct queue called "direct_queue" in
SNMP Status Enabled: Disabled
the device configuration, this printer
will be able to print directly without
authentication.
12. Click OK to save the changes.
Task 3: Configure the print driver

1. Open the Printer Properties and change the driver properties such as
color, duplex or finishing options according to your needs.
Please keep in mind that bi-directional
communication needs to be always
turned off, otherwise you may
Task 4: Submit a print job and see the job details including job experience troubles during print job
preview submission. Please check if your driver
offers this option and if it does not
communicate with the server.
1. Submit one color and one B&W print job to the newly created printer.
2. Check details of the print jobs in the Job list. Find the difference
between jobs that were sent to the YSoft SafeQ in the previous LAB.

Task 5: Verify print job encoding
1. Navigate to the Job list
2. Verify the print job names with special characters of customer's Print jobs names encoding depends on
national alphabet. In case, the character recognition did not work follow server regional settings. However, the
default system configuration for the
the below procedure:
encoding can be configured.
a. Navigate to System Configuration
b. Click the advanced settings in the upper right corner.
c. Search for the lprEncoding attribute.
d. Set the encoding according to the customer's national
alphabet character set.
For customers using hardware

terminals, printCentreEncoding
Task 6: Share YSoft SafeQ Printer to other workstations attribute is to be set to the same
value as lprEncoding.
A default YSoft SafeQ Printer with Universal Print Driver is deployed during the YSoft
SafeQ installation. In order to make the printer available to other workstations, you
need to share it. As a result, YSoft SafeQ server behaves as a print server. After
that, you will submit a job to YSoft SafeQ server.
1. On the SafeQ server open the Control Panel and click the Devices and
Printers option.
2. Right click the printer called YSoft SafeQ and select Printer properties.
In the opened window navigate to Sharing and allow the printer sharing.
3. Submit one color and one B&W print job to the YSoft SafeQ server.
Task 7: Use printer pooling to optimize the secure print

1. Open Printer properties and navigate to the Ports tab.
2. Click the Configure Port button and note the settings.
3. Add two ports with the same settings pointing to YSoft SafeQ server.
a. Name of the port must be different.

4. Allow ports pooling by checking Enable printer pooling checkbox.
If you are not logged in as a local
5. Check all three ports pointing to the YSoft SafeQ server to add them to administrator, you will be unable to
printer pool. configure ports from this dialogue due
to Windows security policy.
In such a case, in the Devices and

Printers click the Print server
properties button and select the Ports
tab. Once you click the Change Port
Settings button you are able to
configure the port in this dialogue.

LAB 08: JOB MANAGEMENT
Objective
Participants are able to adjust YSoft SafeQ printer and submit a print job.
Participants are capable of using Job list, know how to filter the jobs,
check job details and job history and they know how to perform other
common job operations.
1. Display the job list and explore its features.

2. Display detailed job information.
3. Explore basic job management.
4. Navigate to End User Interface and display user's job list
Task 1: Display the job list and explore its features

1. Login to management interface and navigate to the Reports tab. The job
list appears.
2. Explore the possibilities of basic filtering. Try to filter the displayed jobs
by date, user or cost center.
3. Click the ADVANCED sign in the filtering section.

4. Explore the options how jobs can be filtered. Try to filter only Accepted
and Printed jobs.
5. Click the Actions button and explore all possibilities which can be done
with the jobs.
YSOFT SAFEQ LAB 08: JOB MANAGEMENT 1 of 3

Task 2: Display detailed job information
1. Double click a particular job. Alternatively, click the edit icon next to the
job.
2. Explore all information displayed in the job detailed information.
3. Navigate to C:\SafeQ6\FSP\Service\JobStore
a. Determine how you can locate the actual print file
according to the information in the job detail.
4. See the job history.
a. Think about the default print job workflow and all statuses
which it goes through from submitting to releasing.
5. Check the job preview.
a. See the DPI of the preview. Think about which setting
influence the DPI.
Task 3: Explore basic job management

1. In the job detailed information, click the ACTIONS button.
2. Change the job owner to Brett Boe.
3. Send the job to print again.

Sending a job to print again makes
sense especially if the job is already
printed or you want to re-queue the
job to another queue.

Task 4: Navigate to End User Interface and display user's job
list
1. Log in to the SafeQ End User Interface as the user Brett Boe.
Address for the Interface is https://<SafeQ server IP
address>:9443/end-user/ui
2. Click the info icon next to the job and explore all information displayed.
3. Click the edit button below the My recent jobs widget and try to delete
the job.

LAB 09: AUTHENTICATION OPTIONS
Objective
Participants are able to assign cards on their own and generate a PIN code.
They know how to use Card Activation codes for card assignment.
1. Configure card assignment via Card Activation Code (CAC).

2. Generate and use Card Activation Code (CAC).
3. Assign a card using Card Activation Code (CAC).
4. Generate and use a PIN code.
5. Configure card self-assignment using "username and password".
6. Assign a card using Username and password.
7. (optional) Use one of the two-factor authentication methods for
authentication.
Task 1: Configure Card assignment via Card Activation Code

(CAC)
1. Find the article Configuring ID card self assignment and familiarize
yourself with the procedure.
2. Navigate to System settings, the Users tab, configuration item Allows
card self-assignment via card activation code (puk-enabled).
3. Change the value to enable, save and restart the appropriate services.
Note
Task 2: Generate and use Card Activation Code (CAC)
Optionally, you can modify other
related parameters such as puk-display-
1. Log in as administrator and add the new widget Access credentials on on-web, remove-puk-after-use, puk-
the Dashboard. ignore-pin or puk-length .
2. Login to the management interface using the testing user account.
Please make sure the user has a functional e-mail address assigned. If
not, please do so as an administrator, then repeat this step.
3. Generate the code by clicking Generate Card Activation Code.
Note
4. Verify that the user has received an email with the code.
Make sure that the mail server
5. Verify that the user can see his code on his dashboard. settings are correct and the server is
up and running. SMTP configuration
can be tested from a dashboard
widget "Welcome to YSoft SafeQ".
YSOFT SAFEQ LAB 09: AUTHENTICATION OPTIONS 1 of 3

Note
Task 3: Assign a card using Card Activation Code (CAC)
A card activation code can be
generated by a user himself by logging
1. Search for documentation article Activate new ID card at a <vendor> into the management interface and
printer. using the available feature on the
dashboard. Or if a user without a card
2. Hold the unregistered contactless card over the card reader.
sends a print job to the YSoft SafeQ
3. Assign the card by using the card activation code. server, the card activation code will be
generated automatically.
4. Verify that the card can be used for authentication by running a copy
job.
Task 4: Generate and use a PIN code

1. Navigate to the Users list and open the details of a provided user
account.
2. Specify the PIN code 4567 and save it.
3. (optional) Verify that the PIN can be used for authentication by running
a copy job on MFD with authentication method which requires PIN.

Task 5: Configure card self-assignment using "username and
password"
1. Navigate to the System settings, the Terminal UI tab, configuration
item Allow assignment with username and password (assign-new-card- Note
enabled).
Make sure you have enabled only one
2. Change the value to enable and save and restart the appropriate type of card assignment.
services.
Task 6: Assign a card using Username and password

1. Search for documentation article "Activate new ID card at a <vendor>
printer".
2. Follow instructions on a screen of the MFD and assign the card to the
test user.
3. Verify on management interface that the card was assigned to the test
user.
4. Verify on management interface that card authentication is visible in
Reports - Terminal access.
(Optional) Task 7: Use one of the two-factor authentication

methods for authentication
In this task, you will change authentication method to one of the two-factor
authentication methods.
1. Reinstall the terminal with "Card and PIN" or "Card and username
/password".
2. Verify that the method can be used for authentication by running a
copy job.

LAB 10: HOW TO PRINT AND COPY
Objective
Participants are able to use secured printing with and without the Print all
feature. They know how to use copying at an MFD. Participants are able to
verify the accounting and distinguish between print and copy jobs.
1. Authenticate at an MFD with "Print all" set to YES.

2. Submit another print job and authenticate at an MFD with "Print all" set
to NO.
3. Change the finishing options on the terminal and release a job.
4. Authenticate at an MFD and perform a copy job using the MFD's native
copy interface.
5. Verify the job list and compare the differences between secure print
jobs, direct print jobs and copy jobs.
Task 1: Authenticate at an MFD with "Print all" set to YES

1. Tap Print all to enable it on login screen before tapping Login. Now you
can fill in required login information and tap Login or swipe a card. YSoft
SafeQ logs you in and the MFD prints all your compatible waiting print
jobs automatically.
Embedded terminals:
YSOFT SAFEQ LAB 10: HOW TO PRINT AND COPY 1 of 7

Terminal Pro 4:
Task 2: Submit another print job and authenticate at an MFD

with "Print all" set to NO
1. Submit another print job to the SafeQ server.
2. Tap Print all to disable it on login screen before tapping Login. Now you
can fill in required login information and tap Login or swipe a card.

3. On the main menu screen, tap SafeQ Print.
Embedded terminal:
Terminal Pro 4:

4. The job list is displayed.
Embedded terminal:
Terminal Pro 4:

5. You can also perform the following actions in the print menu: Embedded
terminal is shown first, Terminal Pro 4 second.
a. Select the jobs you want to print and tap the Print button.
b. Tap the Print all button to print all your waiting jobs.
c. Display other pages of the job list.
{pull screen up/down}

d. Navigate to the Waiting/Printed/Favorite folders.
e. Select jobs and mark them as favorite.
f. Select jobs and delete them.
g. Display more information about and a print job preview of

the selected job.
Task 3: Change the finishing options on the terminal and

release a job
1. Navigate to the System Settings and search for the
enableFinishingOptions attribute.
2. Enable the finishing options on the terminal and restart the Spooler
Controller and Terminal Server services on all Spooler Controllers.

3. Log in the terminal and display more information about a print job.
4. Tap the finishing options button and change the color job to be printed
out as black and white.
5. Release the job and verify the result.
Task 4: Authenticate at an MFD and perform a copy job using

the MFD's native copy interface
1. Login to the terminal.
2. On the main menu screen, tap Copy.
Embedded terminal:
{Use the native MFD button for copy}
Terminal Pro 4:
3. Select the number of copies by entering the number on the keypad and
Your main menu screen may not look
select the copy settings by tapping the available options. Then press exactly like the one shown here.
the Start button on the printer panel to start copying.
Task 5: Verify the job list and compare the differences

between secure print jobs, direct print jobs and copy jobs
1. Login to SafeQ web interface.

2. Navigate to the Job list and double click the table record (row) to
display a detailed job information.
3. Observe the differences between secure print jobs, direct print jobs and
copy jobs.
4. Investigate the job history.

LAB 11: ACCESS DEFINITIONS
Objective
Participants are able to create and understand the Access Definitions.

They understand the priorities of Access Definitions collision.
1. Create a new access definition and assign it to a certain user role.

2. Test access definition with a user with role Print BW.
3. Create a new access definitions and assign it to a specific device.
4. Test access definition with a user that has only the "everyone" role.
5. Test access definition with a user with role Print BW and a device from
task 3.
Task 1: Create a new access definitions and assign it to a

certain user role
1. Navigate to the to tab Rules and select Access definitions in the sub
menu.
The following rules apply to access
2. Create a new access definition that is: settings:
Restriction always has

assigned to the Print BW role
priority over permission.
assigned to all Spooler Controller Groups Settings for the role everyone
assigned to all devices in the group is used only if settings for
another role does not exist.
3. Configure the access definition so it allows Print, Copy and Fax but
Settings for a specific device
restricts Color and 3D. have priority over settings
for the entire device group.
YSOFT SAFEQ LAB 11: ACCESS DEFINITIONS 1 of 3

4. Update data on the Spooler Controller to apply the newly created
access definition by using Update data on Spooler Controllers action
item.
Task 2: Test access definition with a user with role Print BW

1. Send a color print job and assign it to Paula Poe user.
2. Log in to Terminal Embedded under user Paula Poe and print the job
that was sent before.
3. Check the job details in the job list.
A job is not in the job list on the
terminal as it was cancelled due to
Task 3: Create a new access definitions and assign it to a restrictions that were set up in Access
definition.
specific device
1. Create another access definition that is:
assigned to the Everyone role
assigned to a spooler controller group (only one is
displayed)
assigned to a device with Terminal Embedded
2. Configure access definition so that everything is allowed except Copy.

Task 4: Test access definition with a user with role everyone
1. Prepare PIN of John Joe to be able to login to a terminal.
2. Log in to a terminal with this new user and try to perform a Copy job.
Task 5: Test access definition with a user with role Print BW

and a device from task 3
1. Submit black and white print job and assign it to user Paula Poe.
2. Log in to the terminal that has new access definition from task 3 using
user Paula Poe.
3. Try to perform a copy job and check the results.
a. Try to think about the result and the reason for it.
b. Search for the article Configuring access definitions in the
documentation.
c. Check the prioritization of particular definitions.

LAB 13: HOW TO SCAN
Objective
Participants are to verify if the MFD is able to use scan feature. P

articipants know how to perform the scan workflow operations and
understand the behavior of user defined attributes.
1. Make sure that the scan feature is enabled for respective devices.
2. Authenticate on the MFD and perform a scan job using Scan to email
(DOCX).
3. Authenticate on the MFD and perform a scan job using Scan to folder
(PDF).
4. Authenticate on the MFD and perform a scan job using Scan to
OneDrive (JPEG).
5. Navigate to job list and see the difference between print and copy jobs.
Task 1: Make sure that the scan feature is enabled at the

respective devices
1. In management interface, navigate to Devices.
2. Edit the respective device.
3. Change the view to Advanced.
4. Go to Terminal section and verify that the scan feature is enabled.
a. If the feature is disabled then enable it and reinstall the

embedded terminal.
Task 2: Authenticate on the MFD and perform a scan job using

Scan to email (PDF)
1. Get a document scan set for "Scan to email (PDF)" provided by your
trainer.
2. Find a device connected to your SafeQ installation.
3. Authenticate and navigate to the scan application.
YSOFT SAFEQ LAB 13: HOW TO SCAN 1 of 3

4. Put the document scan set to the ADF or a glass scanner.
Please note that some Scan workflows
have a quick scan feature. Which
means that either there is no user
parameter to be defined or all of the
parameters do not require user input.
To change the parameters from their
default values you would need to tap
the "more" icon.
5. Use a green highlighter to highlight an information that you would like to

use as a job name.
6. Use a red highlighter to hide sensitive information.
7. Now use the red highlighter again and make a circle around another
sensitive data.
8. Select "Scan to email (PDF)" workflow and perform a scan.
9. Find the scan in the inbox and open the document.
a. You can log into the mailbox on the address http://mail.
training.local in YSoft training environment.
10. Try to search (use find function) for the redacted text in the document.
Task 3: Authenticate on the MFD and perform a scan job using

Scan to folder (DOCX)
1. Get a document scan set for "Scan to folder (DOCX)".
4. Put the document scan set to the ADF or a glass scanner.
5. Select "Scan to folder (DOCX)".
6. Select the folder from the list.
7. Perform a scan.
8. Check the result in the respective folder on C:\scan\<country>
a. Files should be named according to the 1D barcode value.
Task 4: Authenticate at the MFD and perform a scan job using

Scan to OneDrive (JPEG)
1. Get a document scan set for "Scan to OndeDrive (JPEG)".

4. Put the scan set to the ADF or a glass scanner.
5. Select "Scan to OneDrive (JPEG)".
6. Select the folder where the scan should be stored.
7. Perform a scan.
8. Log in the OneDrive web interface.
a. Web interface URL is https://onedrive.live.com
9. Check if the file is delivered.
a. Username: training.ysoft@y3sdev.onmicrosoft.com
b. Password: Goto9308
Task 5: Navigate to job list and see the difference between

print and copy jobs
1. In management interface, navigate to Reports.
2. In the job list, go to Advanced Settings.
3. Uncheck "Check all" and select Scan and Copied options only.
4. Compare the difference between Scan and Copy jobs.

LAB 12: CREATING SCAN WORKFLOWS
Objective
Participants understand the process of creating a scan workflow.

Participants are able to effectively use the additional features of scan
workflows such as OCR engine.
1. Verify YSoft SafeQ Workflow Processing System.

2. Familiarize yourself with using the scan workflows.
3. Configure connectors.
4. Define an e-mail workflow with the OCR post-processing.
5. Define a folder workflow with barcode post-processing.
6. Get familiar with using the workflows on the Embedded Terminal.
Task 1: Verify YSoft SafeQ Workflow Processing System

1. Navigate to YSoft SafeQ 6 installation folder. (e.g.: C:\SafeQ6)
2. Check if a folder "OCR-Engine" exists and check if the service ABBYY
SDK 11 Runtime License Service - Licensing Service is running.
3. If the check in step 2 is not successful, follow the procedure below:
a. In installation package navigate to YSoft SafeQ Workflow
Processing System\ysq-wps-ocr-install.exe
b. Install Workflow Processing System with Abbyy OCR.
c. When finished, revalidate the OCR feature according to
step 2.
4. Now you know that the OCR engine is ready to use.
Task 2: Familiarize yourself with using scan workflows

2. Find an article Management interface - Scan Workflows in SafeQ
documentation and get familiar with it and its sub-articles.
3. Prepare examples of different documents, that can be used to test the
workflows mentioned below. An example of sample document that
can be used for testing scan
workflows is located on the shared
drive. Otherwise, your own materials
Task 3: Create connectors are welcomed or ask the trainer for
more details.
In this task, you will define scan connectors that will be used for scan workflows. A
connector is actually a prerequisite for creating a scan workflow. Navigate to the
management interface, select Scan workflows from the left menu and switch to tab
Connectors. On this view, you will add several connectors.
YSOFT SAFEQ LAB 12: CREATING SCAN WORKFLOWS 1 of 7

Search for connector specific
Filesystem connector - local
configuration in Management
interface - Scan Workflows - Edit
1. Create folder C:\scan. connector.
2. Enter the following parameters: Configuration procedure and
requirements for connectors vary
between connectors and environment.
It is not possible to prepare detail
Name: Local drive connector description and test accounts for all
Description: Connector to local file system supported connectors.
Connector type: File system
Base location: C:\scan
All variables are case sensitive. Make

sure that the case is followed in all
places.
Notice the authentication option.

Should you scan to a network folder,
remember that you need to fill the
correct authentication credentials
including domain for accessing the
remote locations. The YSoftSQ-WPS
has to be able to save the resulting file
to a remote destination.
Mail server connector - basic
1. To create an e-mail connector enter the following parameters:
Name: E-mail connector

Description: Connector to e-mail
Connector type: Email (SMTP)
SMTP server is automatically

preconfigured based on the values
entered to the "Welcome to YSoft
SafeQ" widget during the LAB 4.
Task 4: Define a scan workflow using an email connector and

the OCR post-processing
In this task, you will define an email workflow with the OCR post-processing and
create text user input field in order to allow users to change the recipient of the
email.

1. Navigate to the Scan workflows tab in the YSoft SafeQ web interface
and click the Add workflow option.
2. Set the general and destination settings according to the values below:
Name: Scan to email (PDF)

Description: Scan to user's email address.
Destination: Email connector
From: %userEmail%
To: %recipient%
Subject: Your scanned document: %highlightedText%
Body: The document scanned by %userFirstName% %userSurname%
on %scanDate% is attached with this email.
3. Set the Processing to Highlighted text extraction and OCR. Choose the
right language for your document and set the Highlighter color to green.
4. Enable the Highlighted text reduction as well and set the Highlighter
color to red.
5.
5. Set the Output format to Searchable PDF.
6. Define filename as: %userFirstName%_%scanDate%_%scanTime%
7. Leave the rest of scan settings in defaults.
8. Add a user input field with the following parameters:
Type: Email
Field title: Recipient
Default value: blank
Input required: Disabled
Variable name: recipient
9. Specify access to the workflow to all users.
10. Click SAVE CHANGES

11. Verify workflow functionality.

Task 5: Define a scan workflow using a file system connector
and a barcode post-processing
This task is valid for instructor led training.
1. Click the Add workflow option.

2. Set the general and destination settings according to the values below:
Name: Scan to folder (DOCX)

Description: Scan to network folder
Destination: Network drive connector
Target SharePoint path: %country%
3. Set the Processing to 1D Barcode and barcode type to Any 1D barcode. Notice, how a target path from the
original connector is extended with
4. Set the Processing to Scan separation. Use separation by 1D barcode
variable, that will be created in
and barcode type as any 1D barcode. upcoming steps.
5. Set the Processing to OCR. Choose the right language for your
document.
6. Set the Output format to Microsoft Word (DOCX) and filename to be %
barcode%.
7. Leave the rest of scan settings in defaults.
8. Add user input field with the following parameters:
Type: List
Data source: Manually input values
Field title: Country
Input required: Disabled
Variable name: country
Add the following rows:
Label: Czech Republic, Value: CZ
Label: France, Value: FR
Label: United Kingdom, Value: UK
Default value: CZ

9. Specify access to the workflow to all users.
10. Click SAVE CHANGES.
11. Verify workflow functionality.

Task 8: Get familiar with using the workflows on the
Embedded Terminal
2. Find the "Scanning at a %VENDOR% printer" article and get familiar with
it.
3. Perform scanning and test that the previously created workflows are
fully functional.
4. (optional) Modify workflows and explore other configuration option.
Dash underline options contain pop-up help descriptions.

LAB 15: HOW TO REPORT AN INCIDENT
Objective
Participants are able to report an incident according to our Standard

Delivery Terms and Conditions. Participants understand the process of
creating the fully accountable incident.
1. Find relevant information on Partner Portal.

2. Gather relevant information about the issue occurrence.
3. Collect required log files.
4. Download support information.
5. Provide additional data.
6. Login to ServiceDesk and submit the incidents.
7. Compress all data and upload it to SFTP.
Task 1: Find relevant information on Partner Portal

1. Navigate to Partner Portal - https://portal.ysoft.com.
2. Search for the Standard Delivery Terms document. A correctly reported incident takes less
time for processing and reduces the
3. Review the chapter called ART 4 - General support related routines, amount of exchanged communication.
terms and conditions. Therefore you may expect overall
shorter solution times. On Partner
4. Review the SLA datasheet with the trainer. Portal, there are available documents
that describe what information is
required and how to evaluate them
Task 2: Gather relevant information about the issue occurrence during a ticket creation.
1. What exactly happened?

2. Which device is affected?
3. What username is affected?
4. What is the exact time of issue occurrence?
5. What subsystems are affected?
Task 3: Collect required log files
In the documentation, there is an

article called "Log file overview". It
contains links to specific subsystems'
log files locations.
YSOFT SAFEQ LAB 15: HOW TO REPORT AN INCIDENT 1 of 4

1. Based on the affected subsystems, we will define log files to be
collected.
a. The most important log files are stored in
<SAFEQ_HOME>\SPOC\logs and
<SAFEQ_HOME>\SPOC\terminalserver\logs.
b. Log files are text files, therefore, file compression can
reduce total uploading size.
c. Log files contain timestamp at the beginnings of almost all
lines. Make sure you collected files which match issue
occurrence time window.
d. For an analysis it often important to understand what
happened before and after the issue occurred. You should
not cut off only the obvious error message but provide the
whole log file.
Task 4: Download support information

1. Navigate to Dashboard on the Management Interface.
2. In the widget "YSoft SafeQ version" click "Support information".
3. A pop up window will present you with the default Support information
message.
a. The message may be changed using attribute
"customSupportInformation" in System Configuration.
4. Click DOWNLOAD SUPPORT INFORMATION and store the zip file on the
disk.
Task 5: Provide additional data

1. Some issues are better to be described by screenshots, pictures or
videos. This collateral information may greatly help to resolve the
incident in much shorter time. If it is possible, it is a good practice to add
them to the incident.
Task 6: Login to ServiceDesk and submit the incident

1. Navigate to YSoft Partner Portal.
2. Open the Customer Support Services section.
3. Open the Service Desk section.
4. Click the Service Desk button on the bottom of the page.
5. Use "Search for a solution" to see if the issue has been already analyzed
and resolved.
6. If none of the Knowledge Base articles suit your needs proceed to
incident creation.
7. If you will upload some diagnostic data in the next step, mention that
you will upload it to the SFTP server during the incident creation.

Task 7: Compress all data and upload it to SFTP
1. ZIP all collected information.
2. Login to YSoft ServiceDesk and check information on how to upload
files via SFTP.
3. Then proceed according to the instructions and upload the files.
(Optional) Task 8: How would you improve reported incident

Customer: No SLA installation
Type: A
Category: YSoft SafeQ Hardware.Terminal Professional
Reported version: YSoft SafeQ 6
Reported release: Maintenance Update 1
Summary: We have huge problem with SafeQ
Description:
Dear Y Soft Support,

I am contacting you because I don´t know what to do.
My customer bought license for Gold SLA support and expect a quick solution.
I have many issues with the customer.
We installed the solution one month ago, but there is...
Yours,
John Doe
(Optional) Task 9: Tier 2 or Tier 3 incident?

Type: A
Category: YSoft SafeQ Terminal Embedded.xxx Terminal Embedded
Summary: Users are not able to authenticate at the devices

Description:

Users located in a site A are not able to authenticate at the devices. They use
login & password authentication method. I checked the network connection
between Site Server and Management server and the connection is available
on port 6010. I tried restarting Terminal Server service but without any luck.
Attached are log files from the SPOC, TS and Management Server. The login
attempt I tried was performed at 14:35:50 on 15/07/2017, the affected
username is "service-copiers".
Could you please suggest the next steps?
Yours,
John Doe
(Optional) Task 10: Correctly reported?

Is the following incident correctly reported? If not what would you change to
make it correct?
Type: A
Category: YSoft SafeQ Terminal Embedded.xxx Terminal Embedded
Summary: Users are not able to authenticate at the devices
Description:
Users located in a site A are not able to authenticate at the devices. They use login
& password authentication method. I checked the network connection between Site
Server and Management server and the connection is available on port 6010. I tried
restarting Terminal Server service but without any luck.
Attached are log files from the SPOC, TS and Management Server. The login attempt
I tried was performed at 14:35:50 on 15/07/2017, the affected username is "service-
copiers".
Could you please suggest the next steps?
Yours,
John Doe

LAB 14: REPORTING OPTIONS
Objective
Participants should have an overview about reporting options in YSoft

SafeQ 6. They should be able to create various reports, export them and
schedule automatic delivery.
1. Get familiar with the documentation.

2. Work with standard web reports.
3. Create a custom report.
4. Work with Management reports.
5. Schedule an automatic report.
Task 1: Get familiar with the documentation

1. Find a documentation article "Web reports" and get familiar with it.
2. Find a documentation article "Management reports" and get familiar with
it.
3. Find a documentation article "Scheduled reports" and get familiar with it.
Task 2: Work with standard web reports

1. In management interface, navigate to Reports and then to Web reports.
2. Select the period for reporting data you would like to display. The following parameters from System
Configuration will remove traces of
user names or job names from the
reporting. Therefore the statistics are
not fully traceable to the user.
showJobTitle: Disabled
show-job-user: Disabled
YSOFT SAFEQ LAB 14: REPORTING OPTIONS 1 of 5

3. You now see the standard report that provides statistical data overview
per day.
Reporting data are being generated every hour. Therefore, if you

need to include the data from the last hour, navigate to ACTIONS
and select the Include latest processed data option.
4. Select one of the predefined reports to get a more detailed overview.
5. Now you see another overview that gives you additional information on
data you are interested in.
6. Click the SEARCH button.

Task 3: Create a custom report
1. On the Web reports page click ADVANCED button.
2. The following three boxes will define the final appearance of a custom
Advanced filtering options are one of
report. simple but very effective
troubleshooting methods. Take few
moments and discover what are
available options for troubleshooting.
3. Once you are happy with the configuration of the report click SAVE
CHANGES.
4. Provide a name of the report and click SAVE NEW REPORT.
5. From now on, the new report will be displayed in the Report selection.

Task 4: Work with Management reports
1. Navigate to Management reports in the management interface.
2. You see the high-level overview of the company for the current year. You can present this feature with
more data if you use YSoft SafeQ
Demo which is part of the installation
package.
The tool will generate sample date and

your presentation will be more
powerful then a presentation on empty
data set.
3. Navigate to views and see high-level overview for a specific period per
departments, devices, users.
4. Click ACTIONS and select Export reports to file.
5. Schedule automatic Management report.

Task 5: Schedule an automatic report
1. Navigate to Scheduled reports on the management interface.
When selecting an interval for the
2. Click SCHEDULE NEW REPORT - Schedule a Web report to an email. scheduled report please mind the fact
that Monthly means 1 full month from
1st to the last day of a specific month
such as January.
On the other hand, Calendar month is

driven by selected days - it will provide
data for the period of selected days
but not including the selected number,
e.g.: If you select 7 then in January
you will receive a report for a period of
7.12. till 6.1. inclusive.

4. Click SCHEDULE NEW REPORT - Schedule a Web report to a file.

LAB 16: BACKUP PROCEDURE
Objective
Backup database and configuration files of the YSoft SafeQ server. You will
also learn how to distribute update package.
1. Backup configuration and binary files.

2. Backup databases manually.
3. (Optional) Backup spooled job files.
4. (Optional) Restore a database from backup.
Task 1: Backup the configuration files and binary files Info
1. Get familiar with the backup scenarios in the documentation. SafeQ backup tool is planned to be
implemented in the future. For a
completely automated backup, a script
is needed at the moment. Otherwise, a
manual backup needs to be done
Refer to Backup and recovery

scenarios chapter in the
documentation for complete backup
procedure description.
YSOFT SAFEQ LAB 16: BACKUP PROCEDURE 1 of 6

2. Configuration files
\SafeQ6\Management\conf
\SafeQ6\Management\ims\application.properties
\SafeQ6\Management\tomcat\conf
\SafeQ6\Management\validator\conf
\SafeQ6\Management\PGSQL-data\ *.conf
\SafeQ6\SPOC\conf
\SafeQ6\SPOC\EUI\conf
\SafeQ6\SPOC\EUI\ui-conf
\SafeQ6\SPOC\tomcat\conf
\SafeQ6\SPOC\terminalserver\*.config
\SafeQ6\FSP\Service\configuration.bin
\SafeQ6\FSP\Service\*.config
\SafeQ6\WPS\*.config
<path to scanning scripts>
\SafeQ6\YPS\conf
\SafeQ6\YPS\ysoft
\SafeQ6\PGSQL-data\*.conf
\SafeQ6\MPS\Service\conf
\SafeQ6\MPS\Service\*.config
\SafeQ6\AP\bin\connector\ConnectorService.exe.config
\SafeQ6\AP\bin\connector\services\MdnsService.xml
*Scanning scripts can be used with Workflow processing system. For

more information please check the Workflow processing system
documentation.

3. Binary files
\SafeQ6\Management\bin
\SafeQ6\Management\dbsync
\SafeQ6\Management\ldapreplicator
\SafeQ6\Management\libs
\SafeQ6\Management\utilities
\SafeQ6\SPOC\bin
\SafeQ6\SPOC\drivers
\SafeQ6\SPOC\extensions
\SafeQ6\SPOC\libs
\SafeQ6\SPOC\terminalserver
\SafeQ6\SPOC\server
\SafeQ6\SPOC\utilities
\SafeQ6\SPOC\versions
Task 2: Backup databases manually

1. Backup the YSoft SafeQ databases:
a. SQDB6
b. SQDB6_IMS
c. SQDB6_YPS (present only if you installed Payment System)
2. The procedure for backing up the PostgreSQL databases is as follows:
a. On the database server, run the pgAdmin administration
tool.
pgAdmin is deployed only if you installed embedded
PostgrSQL database.
b. In Object browser window, double-click the SafeQ
PostgreSQL server connection item and connect to the
server.

c. Right-click the particular database and click the Backup...
option.
d. Select a filename of your choice.

e. As Rolename select "postgres".
f. Press the Backup button.
g. Click the Messages tab.

h. Check if backup ended with the "Process returned exit
code 0" message.
i. If you want to backup more databases repeat the steps 3 -

8 for each database.
Note
(Optional) Task 3: Backup spooled job files
In most cases, users can re-queue
their jobs for print in a case of a
1. Go to the <SafeQ6>\FSP\Service\JobStore and check the overall size of failure. However, if users use favorite
jobs. jobs then the backup of spooled print
jobs is recommended.
2. Copy all jobs from server FlexiSpooler to the backup folder.
(Optional) Task 4: Restore a database from backup Warning
1. Stop YSoft Management and LDAP replication service. Please keep in mind that backup of
spooled jobs is possible only when
2. In pgAdmin, right click the particular database and select the Delete FlexiSpoolers in server mode is used. In
/drop option. a case that a customer wants to use
the CBPR architecture (FlexiSpooler
3. Right click the "postgres" database and select the Restore option.
installed in client mode) there are only
4. In Filename dialogue, browse to your backup file. very limited options on how to backup
jobs from all end user's workstations
5. Navigate to the tab Restore Options #2 and tick "Include CREATE such as FlexiSpooler's job replication
DATABASE statement". feature.

6. Click the Restore button.

(OPTIONAL) TERMINAL PRO 4 DEPLOYMENT AND INTEGRATION
Objective
Participants know how to connect all necessary cables to Terminal Pro 4

and mount the terminal on to an MFD. Participants understand how to
access the service menu and configure the terminal. By performing all
steps necessary for Terminal Pro 4 deployment the terminal is ready to be
used.
1. Collect all necessary hardware.

2. Prepare an MFD for the terminal installation.
3. Connect cables and mount Terminal Pro 4 on the MFD.
4. Configure the Terminal Pro 4 and verify the blocking function.
5. Add a device and terminal to YSoft SafeQ.
6. Verify the terminal availability.
7. Update Terminal Pro 4.
8. (Optional) Remote configuration using a web of the Terminal Pro 4.
9. (Optional) Remote configuration using SSH client.
Task 1: Collect all necessary hardware

To be able to start working on this LAB, some information and equipment is required.
Please double check if the MFD is able to be used with hardware terminal using our
Hardware Compatibility List (HCL).
1. Navigate to the HCL and verify that you have a correct Smart Cable
which is able to block the device.
2. Prepare the Terminal Pro 4 package, USB v3 reader and the Smart
Cable. If there is no Smart Cable available for
the particular device, the following may
apply:
Task 2: Prepare an MFD for a terminal installation 1. The device is not equipped with a
blocking interface (therefore it cannot
To ensure a proper (especially the blocking) function of hardware terminal, a specific be blocked).
configuration for every vendor and model type needs to be performed. 2. Cable is not developed for the
device.
1. Search for the How to connect Smart Cable to MFD article in the
3. Cable is developed but not tested
documentation and get familiar with it. and functionality is not guaranteed.
2. Configure the device according to this documentation. If you are interested in the exact
smart cable status you can contact us
via Service Desk or support line.
YSOFT SAFEQ OPTIONAL: TERMINAL PRO 4 DEPLOYMENT AND INTEGRATION 1 of 6

Task 3: Connect cables and mount Terminal Pro 4 on the MFD
There are at least two cables that must be connected in order to make Terminal Pro
4 functional, which are power cord and Ethernet cable. Additionally, USB reader may
be connected to enable card authentication and Smart cable to allow the blocking
function. In each case, now is the time to connect all cables and mount all hardware.
1. Unscrew the see-through lid from the back of the terminal.

2. Connect Ethernet Cable to the terminal and to the local network.
3. Connect the power cord to the terminal.
To be able to connect USB v2 to the

To install the ferrite core, snap it as close as possible to where the Terminal Pro 4 you would need to use
cable plugs into the hardware. Placing the ferrite elsewhere on the a USB-microUSB adapter. Otherwise, it
cable noticeably impairs its effectiveness. Passing the wire through will not fit the terminal microUSB slot.
the ferrite more times just increases the effectiveness. The image
shows one core attached on the power cord and one installed on the
network cable. The ferrite core suppresses high frequency noise in
electronic circuits. The cable acts as an antenna and this can cause
interference.
4. Connect the USB reader and attach it to the USB reader slot.
5. Connect the SmartCable between the terminal and MFD.
6. (Optional) Connect another Ethernet cable that will interconnect the
MFD with the terminal.
7. (Optional) Attach the Universal Mounting Kit to the Terminal Pro 4.
8. (Optional) Attach the Terminal Pro 4 with Universal Mounting Kit to the
MFD.

Ethernet ports on Terminal Pro 4 work
in a switch mode. Therefore, once you
interconnect the terminal with the
MFD, the result is that the MFD is
connected to the network.
Note the Uplink ethernet cable and the

card reader cable should be plugged as
seen on the picture (USB cable on the
power adapter side and uplink ethernet
cable to port closer to reader).
Task 4: Configure the Terminal Pro 4 and verify the blocking

function
1. Login to the terminal Service Menu using the service PIN code (7777 by
default).
The Terminal Pro 4 will boot into a
2. Verify that the network is configured and that an IP address has been service menu during the initial startup.
assigned.
3. Navigate to the "Smart cable" menu and configure appropriate Smart
cable type.
If you need MAC address for creating
4. Tap the "Test cable" button to verify the function (see if the MFD panel assignment for the static IP you can
has been enabled). find it under "About info".
5. Navigate "Card reader setting" and tap the "Test card" button.
6. Swipe the card over the USB reader and see if a card number appears.
In case you need to relog to the

Task 5: Add a device and terminal to YSoft SafeQ service menu please see the following
article:
The necessary details for this task are covered in SafeQ Documentation in the
SafeQ Documentation -> Administrative
Administrative Guides -> Installation and Deployment -> Hardware -> YSoft SafeQ
Guides -> Installation and Deployment -
Terminal Pro 4 Installation article. > Hardware -> YSoft SafeQ Terminal
Pro 4 Configuration
1. Log in the management interface under YSoft SafeQ administrator
account.
2. Navigate to the Devices tab, click the "Add device" button and fill in all
necessary details:
While the terminal is being installed,

Name: Name of your choice the Terminal Server configures the
Device group: Default Terminal Pro 4 so that it can connect
Network address: IP address or hostname of your MFD to the YSoft SafeQ server.
Terminal type: YSoft SafeQ Terminal Professional

Spooler Controller group: Select your site server.
Accounting type: Online accounting (Offline in case no online
accounting driver is available)

Accounting driver: Search for your device type (or use
recommended driver from HCL)
Terminal network address: IP address of Terminal Pro 4
Price list: assign some existing list with non-zero prices defined
3. Click "Save changes" and wait until terminal is successfully configured.
When using on-line accounting, the

Task 6: Verify the terminal availability driver limitations must be checked in
HCL in order to understand the
There are several ways how to verify the terminal availability. respective MFD’s behavior during print
and copy operations. The list of
1. Navigate to the device configuration, accounting section. limitations is available on the
management interface by clicking the
2. Click on the Test selected tracking mechanism and confirm that all “i” icon next to the driver name.
counters have a value equal to or greater than one.
a. In case that any counter value is equal to “0” (except the
scan counter), increase the counter – release the relevant
print jobs (A4, A3, simplex, duplex, color, B/W, etc.) or If it is not possible to authenticate, a
perform relevant copies, etc. If the counters are not raised typical cause of this issue is an
from zero, the MFD will not behave correctly with YSoft enabled firewall.
SafeQ.
b. If no counter has a “0” value (except the scan one),
continue to the next step.
3. Check that Status description says Device is ready.
a. If the message is Device is not ready, please read the
status description in the Printer test tab and find a reason
for this behavior. It might be caused by a paper jam,
missing paper, missing toner, etc. If the message appears
to be generic, you may check the device’s status either on
its panel or web interface.
b. If the message is Device is ready you can continue to the
next step.
4. Login with a PIN code to verify the authentication function.
5. Check what services you may access and if blocking works correctly.

Task 7: Update Terminal Pro 4
YSoft Infrastructure Service monitors all YSoft Hardware connected to the
Management Service.
1. In the management interface navigate to Devices.

2. Select the "Hardware" section.
3. From the list of ACTIONS select "Upload software package".

a. When you are asked for update package, use the ZIP file
from the Installation package: YSoft SafeQ complementary
solutions\YSoft SafeQ Hardware packages.
4. Wait for a notification from a notification center.
5. From the list of ACTIONS select "Update devices"
6. Select the version of a package you would like to apply to your Terminal
Pro 4 and decide when to update the terminal or select "Update now".
7. Wait for a notification from a notification center.

(Optional) Task 8: Remote configuration using web of the
Terminal Pro 4
1. Search for the YSoft hardware administrator guide chapter in the
documentation and get a quick overview about it.
2. Access the web of the Terminal Pro 4 on https://<terminal IP address>:
8083. Make sure you use HTTPS protocol and the port 8083.
3. Use default access credentials to login to the management web:
a. Username: manager
b. Password: oCfpB112g5bZpOcywAp7
4. Note the possibility to change password. This is highly recommended in
production environment.
5. Download the log files covering today's timeframe in the text format.
(Optional) Task 9: Remote configuration using SSH client

1. Open a SSH connection to the Terminal Pro 4. Use standard port 22.
2. Use the default access credentials to login if you have not changed it in To use a SSH client you may refer to
the previous task. the following articles https://en.
wikipedia.org/wiki/Secure_Shell,
3. Configure valid static IP address, gateway and DNS servers. If you use http://www.putty.org/
DHCP server, configure the same values as you got from DHCP server.
4. Configure terminal´s display brightness to your desired value (5, for
example) or you can set timezone.
When you start typing in a console use
Tab key for auto completion and
suggestions.
applications show configuration -appname <appname>
display show brightness level
network show configuration
time show
network set static -ip <IP> -gateway <gw> -mask <mask>
display set brightness -level 5
timezone set -group Europe -place Prague

(OPTIONAL) DEMONSTRATE TERMINAL PRO 4 FEATURES
Objective
Perform all common workflows related to an MFP equipped with Terminal

Pro 4 such as authentication, copy and print. Verify that the MFP can be
used as expected.
1. Release waiting print jobs.

2. Perform job management operations on the Terminal Pro 4.
3. Use a PIN to authenticate and perform a copy job.
4. (Optional) Enable finishing options.
5. (Optional) Demonstrate Finishing Options on Terminal Pro 4.
Task 1: Release waiting print jobs

Log in to Terminal Prof 4 using a PIN code and release all waiting jobs.
1. Submit multiple jobs to the respective FlexiSpooler.

2. Open the YSoft SafeQ Documentation and navigate to the Using YSoft
Terminal Pro 4 user guide which describes how to use the terminal to
perform all basic tasks such as print, copy and scan.
3. Use the PIN code of a user that you have created before to release all
waiting jobs.
4. See the amount of pages and price displayed on the terminal screen
when all pages are released.
Task 2: Perform job management operations on the Terminal Pro 4
Log in to Terminal Professional by a PIN code, see additional job information and
release a printed job, mark a job as favorite and delete another one.
1. Use a YSoft SafeQ printer to send 3 testing pages or any other 3

documents to YSoft SafeQ.
2. Use the PIN code to log in to the terminal screen.
3. Select a job list in the offered menu and see a way to select a job, see
preview, select all, deselect all, mark as favorite and show info.
4. Delete the first job.
The exact procedure to copy is
5. Mark the second job as favorite. described in the article Copying and
6. Release the second and third jobs. scanning at Terminal Pro 4.
The exact procedure to print is

7. Release the second jobs from favorite section and add some finishing
described in the article Printing all your
options. print jobs at Terminal Pro 4.
when all pages are released.
YSOFT SAFEQ OPTIONAL: DEMONSTRATE TERMINAL PRO 4 FEATURES 1 of 2

Task 3: Use a PIN to authenticate and perform a copy job
Log in to Terminal Pro 4 by a PIN code and make some copies.
1. Find the article Using Terminal Prof 4 and familiarize yourself with the
guide and all guides in the sub-articles.
2. Use the PIN code to authenticate at the terminal and continue with a
copy job:
a. Copy one small paper format BW If it is allowed by the MFP
model, continue.
b. Copy one small paper format color.
c. Copy one large paper format BW.
d. Copy one large paper format color.
when you finish the copy session.
(Optional) Task 4: Enable finishing options
In this task we will enable feature for job modification from the terminal. You can skip
this step if this feature was already enabled.
1. Find the article How to enable Finishing Options and familiarize yourself
with its content.
2. Navigate to the System Settings and search for the
enableFinishingOptions attribute.
3. Enable the finishing options and restart the Spooler Controller and
Terminal Server services.
(Optional) Task 5: Demonstrate Finishing Options on Terminal Pro 4
Demonstrate Finishing Options on YSoft SafeQ Terminal Pro 4.
1. Submit a job to a YSoft SafeQ server.

2. Release the job using some finishing options.
A list of available finishing options is

offered based on tags set at the
device configuration.
YSOFT SAFEQ OPTIONAL: DEMONSTRATE TERMINAL PRO 4 FEATURES 2 of 2

(OPTIONAL) SCAN WORKFLOWS ON TERMINAL PROFESSIONAL
Objective
Perform all steps necessary to configure scanning with a hardware terminal

on the MFP equipped with Terminal Professional.
1. Create a scanning workflow for scanning a PDF to email.

2. Set access right to the workflow.
3. Prepare the YSoft SafeQ server for SMB scanning.
4. Create an SMB scanning workflow at the MFP configuration.
5. Demonstrate the workflow function on an external terminal.
Task 1: Create a scanning workflow for scanning a PDF to email Note
In this task, you will create a new workflow for scanning to PDF in the Scan When using the Workflow scanning, a
related configuration value can be
workflows tab by the Add new item button.
enabled: createScanJobWithWorkflow.
1. Open the SafeQ Documentation. If enabled, a new scan job is created in

YSoft SafeQ as soon as it is received
2. Find the article Managing scan workflows. from the MFP. (The title of such a scan
job contains the workflow used, the
3. Read the article and familiarize yourself with it.
job owner’s username, and the
4. Navigate to the Scan workflows tab. identifier of the job.) When the scan is
accounted, another job is created in
5. Click on Add new item and specify workflow as seen below: YSoft SafeQ that contains the
accounting information.
<screenshots>
When disabled, each scan is
6. Save the workflow by clicking the Save button. represented by only one job in YSoft
SafeQ.
Task 2: Prepare YSoft SafeQ server for SMB scanning

In this task, you will prepare YSoft SafeQ server for SMB scanning with an external
terminal.
1. Open the SafeQ Documentation.

2. Find the article Scanning with Terminal Professional and the child page
related to your MFP vendor.
3. Read the article and familiarize yourself with it.
4. Create a new local windows user to use with SMB scanning:
Username: scan
Full name: SafeQ scan
Description: SMB scanning by YSoft SafeQ
Password: F8rnBOkS
User cannot change password
Password never expires
YSOFT SAFEQ OPTIONAL: SCAN WORKFLOWS ON TERMINAL PROFESSIONAL 1 of 3

5. Create the folder “scan” on drive C: and enable sharing with the name
“scan” with access rights read/change for the created user scan.3
6. Add modify access rights for the folder to the scan user.
7. Create a sub-folder with the name of the MFP equipped with the
external terminal and the name of the scanning workflow. Note
For example: MFP_201\email
It is necessary to create a unique
8. Set the workflow and path at the scan tab of the MFP equipped with folder for every workflow related to an
the external terminal., MFP. So if 2 devices have two
workflows, you need to create 4
different folders.
Task 4: Create an SMB scanning workflow in the MFP’s

configuration
In this task, you will create a new workflow for scanning to PDF at the MFP
Create a scanning workflow via the MFP panel or MFP web interface for SMB
scanning: Note
As you can see, the definition of the

scanned job (resolution, sides, color,
file type) has to be specified in the
Name: Scan to Mail (PDF) MFP configuration and it is not taken
Server: %Server_IP% (use the real server IP or DNS name) from the workflow created via the
Folder: scan\MFP_201\email (use the real path) YSoft SafeQ web interface.
User: scan
Password: F8rnBOkS
File type: Searchable PDF (if it is supported)
Color: Auto
Side: Simplex
Resolution: Normal

(Optional) Task 5: Demonstrate the workflow function on a
hardware terminal
In this task, you will use the created workflow to demonstrate scanning to email via
the MFP equipped with Terminal Professional.
1. Open the YSoft SafeQ Documentation.

2. Navigate to the article Copying and scanning at Terminal Professional.
Note
3. Make a scan job by a user with a valid email address.
Please note that a scan job has to be
4. Verify that the scan job has been sent correctly to the user´s email done via embedded MFP scanning
address.

(OPTIONAL) MOBILE TERMINAL
Objective
Participants are able to install and use Mobile Terminal with YSoft SafeQ 6.
Participants are able to enable the mobile print at MFDs for users,
understand how YSoft SafeQ Mobile Print application work and use it.
1. Enable an MFD to use Mobile Terminal.

2. Install YSoft SafeQ Mobile Terminal.
3. Verify Mobile Terminal features.
4. (Optional) Demonstrate NFC technology.
Task 1: Enable an MFD to use Mobile Terminal

YSoft SafeQ Mobile Terminal is
available for Android, iOS and Windows
1. Navigate to YSoft SafeQ management interface.
10 Mobile (formerly called Windows
2. Display a device list. Phone) operating systems. Additional
technologies may be required to use
3. Edit the current device and change the terminal type to "YSoft Mobile". advanced features such as NFC tags,
Bluetooth and Eddystone.
4. Display the QR code.
Each embedded terminal has

automatically Mobile Terminal enabled.
Therefore, you may skip the creation of
Mobile Terminal device and go directly
to point 4 to display the QR code.
5. Print the QR code of the chosen size and stick it on an MFD so that
users with Mobile Terminal are able to authenticate at the respective
device.
Task 2: Install YSoft SafeQ Mobile Terminal

1. Navigate to an application that manages applications on your
smartphone.
2.
YSOFT SAFEQ OPTIONAL: MOBILE TERMINAL 1 of 5
2. Search for "YSoft SafeQ" from "Y Soft Corporation, a.s.".
The application is free of charge. YSoft SafeQ application for smart
phones is available in Google Play
3. Install the YSoft SafeQ application. Store, Apple App Store or Windows
store.
Task 3: Verify Mobile Terminal features

1. Launch the application "YSoft SafeQ" on your smartphone.
2. Scan a QR code on the respective MFD.
The Smart Phone that uses Mobile
Terminal must be connected to a
network that can reach the YSoft
SafeQ Terminal Application.
Find an article Using YSoft SafreQ

Mobile Terminal for <platform> in
SafeQ documentation and get familiar
with it.
3. Log in using your training account and choose to remember the

credentials.

4. Find a correct job to be released using job details.
5. Release the print job.

6. Mark a job as a favorite.
7. Navigate to the Printed tab.
8. Select a copy count from job details in section Detailed info.

9. Release two copies of the previously released job.
10. In the popover menu from the top right corner select "Settings" and
then select reset stored credentials.
11. (Optional) If you have a possibility to use Eddystone technology for the
printers, you need to enable Bluetooth on the smart phone.
12. SAFEQ
YSOFT OPTIONAL: MOBILE TERMINAL 4 of 5
12. (Optional) When your smart phone detects Eddystone through
Bluetooth, it will display an option to select a nearby printer.
13. (Optional) Select a printer that you would like to use and authenticate
using your account credentials.
(Optional) Task 4: Demonstrate NFC technology

1. Enable NFC technology on a smart phone.
2. Configure an NFC tag and attach it to a printer. YSoft NFC Tool application for smart
phones is available in Google Play
3. Place the smart phone over the NFC tag and tap SCAN. Store. This application is required for
successful settings of NFC tags for
4. Authenticate and release a print job.
printers.
Find an article NFC Administration app

in SafeQ documentation and get
familiar with it.

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YSOFT SAFEQ 6 TECHNICAL ANALYST TRAINING

YSOFT SAFEQ YSOFT SAFEQ 6 TECHNICAL ANALYST TRAINING WWW.YSOFT.COM

HOW TO CONTACT A TRAINER FOR CONSULTATION

STRUCTURE OF THE DOCUMENT

YSOFT SAFEQ YSOFT SAFEQ 6 TECHNICAL ANALYST TRAINING WWW.YSOFT.COM

YSOFT SAFEQ $METADATA.FROM("LAB NUMBER"): $METADATA.FROM("LAB NAME") 1 of 1

YSoft SafeQ hardware can also be

YSOFT SAFEQ $METADATA.FROM("LAB NUMBER"): $METADATA.FROM("LAB NAME") 1 of 1

antivirus and hardware requirements.

3. Activate the installation Activate the installation with a trial license

Regional settings SafeQ administrator’s email. Save the email

5. Encoding Settings Set all encoding settings according to your

6. LDAP Integration Configure LDAP integration to replicate users,

YSOFT SAFEQ INSTALLATION CHECKLIST: INSTALLATION CHECKLIST 1 of 1

Environment is ready for the YSoft SafeQ 6 deployment. Participants are

Task 1: Identify requirements

Task 2: Request the hardware and software resources

YSOFT SAFEQ LAB 01: UNDERSTANDING THE ENVIRONMENT 1 of 2

Task 3: Check provided server resources

YSOFT SAFEQ LAB 01: UNDERSTANDING THE ENVIRONMENT 2 of 2

1. Download the correct installation package and upload it to the server.

Task 1: Download the correct installation package

Task 2: Obtain the license

If you are not sure about particular

The purchase order is typically

The production license is typically

Each installation has a special identifier

Note that an activation key will remain

YSOFT SAFEQ LAB 02: GETTING READY 1 of 1

Participants are able to execute the installation, understand the

1. Run the installation package.

Task 1: Run the installation package

6. In the feature selection dialogue leave the default values (Enable

YSOFT SAFEQ LAB 03: YSOFT SAFEQ 6 SINGLE SERVER INSTALLATION 1 of 4

8. Select the Embedded PostgreSQL 9.4 database server.

YSOFT SAFEQ LAB 03: YSOFT SAFEQ 6 SINGLE SERVER INSTALLATION 2 of 4

3. Select the offline activation.

Keep in mind that you need to be

YSOFT SAFEQ LAB 03: YSOFT SAFEQ 6 SINGLE SERVER INSTALLATION 3 of 4

YSOFT SAFEQ LAB 03: YSOFT SAFEQ 6 SINGLE SERVER INSTALLATION 4 of 4

Participants are able to perform initial configuration by specifying

1. Set all possible options on dashboard widget.

Task 1: Fill all possible options on dashboard widget

Task 2: Set spool settings according to the specific

YSOFT SAFEQ LAB 04: INITIAL CONFIGURATION 1 of 2

As a result, users can release their

YSOFT SAFEQ LAB 04: INITIAL CONFIGURATION 2 of 2

Task 1: Add users manually and assign them to a dedicated

YSOFT SAFEQ LAB 05: USER MANAGEMENT 1 of 3

Task 2: Re plicate users from a directory service by using the

YSOFT SAFEQ LAB 05: USER MANAGEMENT 2 of 3

Task 3: Set up specific access rights to the user

Task 4: Set up administrator access rights to the user

YSOFT SAFEQ LAB 05: USER MANAGEMENT 3 of 3

Participants are able to perform all necessary configuration steps in order

1. Create a price list.

Task 1: Create a price list

Name: My price list

Task 2: Prepare the device for terminal installation

YSOFT SAFEQ LAB 06: EMBEDDED TERMINAL INTEGRATION 1 of 2

Note that you are unable to add a