Enrolling printers in the Lexmark Cloud Fleet Management (CFM)

Overview

This document outlines the steps for enrollment of printers in Lexmark's Cloud Fleet Management (CFM) Service using either the Native Agent, the Printer Agent or the Fleet Agent. It also provides detailed steps for verifying enrollment and for resolving issues that might be seen during the enrollment process.

Selecting an Agent

Native Agent

The Native Agent is available on all current generation Lexmark printers that are Internet of Things (IoT) capable. It is built into the printer's firmware. The Native Agent can be used to enroll Lexmark printers in Lexmark Cloud Services (LCS).

• Firmware xxxx.075.272 or later is required.
• Supports data collection on all current generate printers.
• Supports configuration on current generation touch-screen printers.

• For more information, see "Supported Lexmark Models".

• Printer Enrollment through
• Printer Enrollment Tool
• Required for all current generation printers manufactured before September 2019
• Is the default Agent for current generation printers when enrolled using the PET.
• Cloud-based pre-enrollment and printer-based enrollment options
• Supported by current generation printers manufactured since September 2019.
• Requires the printers to have a constant Internet connection.

Printer Agent

The Printer Agent uses an embedded solutions application, the Printer Configuration Agent, that is installed on a Lexmark printer to send printer information to the Lexmark Cloud Services.

• Requires running the Printer Enrollment Tool on a network-connected computer to discover and enroll printers.
• Supports data collection and configuration on Lexmark touch-screen printers with eSF version 3.0 or later.
• For more information, see "Supported Lexmark Models"
• Requires the printers to have a constant Internet connection.
• Uses Internet of Things (IoT) technology to reports Asset Inventory (meters, counters, and supplies) data.
• Will revert to https path during enrollment if the IoT hosts are blocked.

Fleet Agent

The Fleet Agent is an application that is configured and installed on an on-site server or host computer. It enrolls Lexmark and third-party printers to the Lexmark Cloud Services.

• Requires a stable, high-availability server or host computer with a constant Internet connection.
• Minimum specifications for the server or hosted computer

Operating System	x86-62
Processor	1Ghz dual core
RAM	2GB
Storage	32GB (Fleet Agent requires 12GB of storage)

• Supports printer configuration and data collection with Lexmark printers.
• For more information, see "Supported Lexmark Models".
• Data collected and printer configuration capabilities may vary by model.
• Supports data collection for some third-party printers.
• Data collected varies by manufacturer and model.

Notes:

• If managing a current generation Lexmark touch-screen printers with eSF version 5.0 or later, any Agent can be used.
• If managing Lexmark touch-screen printers with eSF version 3.0 or later, use either the Printer Agent or the Fleet Agent.
• If managing a group of touch-screen and non-touch-screen Lexmark printers, use the Fleet Agent.
• If managing a group of Lexmark and third-party printers, use the Fleet Agent.
• If eSF applications cannot be placed on the printers to be managed, use the Fleet Agent.
• If an on-site server or host computer cannot be used, use the Printer Agent.
• Printer Agents and Fleet Agents may be used in the same organization.
• A printer can only be managed by one Agent.

Before Enrolling Printers

To ensure the successful enrollment of printers:

• Make sure the printer to be enrolled supports the Agent to be used.
• See the "Supported Lexmark Models" topic in this document
• If a firewall or proxy are used, added hostnames to the Allow List(s)
• See the "Firewalls and Proxies" topic in this document.
• If the printer was previously used at another customer site:
• Unenroll the printer from its current organization in the CFM portal.
• Perform an “Out of Service Erase”. [Optional]
• This should be performed the first time a printer is being enrolled with a customer.
• Any configuration settings or customer data related to a prior installation will be removed.
• Make sure all printers are on-line and in the Ready state with no unresolved errors, such as paper jams or incorrect email configuration.
• Printer firmware is updated to the latest recommended version.
• See the “Support Lexmark Models" topic in this document
• Printer permissions are set correctly.
• See the “User accounts and printer permissions” topic in this document.
• Printer login credentials for secured printers are available.
• See the “User accounts and printer permissions” topic in this document.
• Printer SNMP configurations are available.
• When using the Fleet Agent, SNMP v3 must be enabled on eTask version 5 and higher printers.
• SNMP v3 is enabled on these models by default.
• SNMP v3 does not have to be configured, just enabled.
• Firewall, DHCP and DNS settings are correct.
• Proxy settings are correct, if necessary in your environment.
• The printers should have the correct proxy settings under Network/Ports.
• If using the Printer Enrollment Tool, the workstation should have the correct proxy settings and exceptions. For more information on this, please reference Lexmark Cloud Services: Using Proxy and Proxy Exceptions with the Printer Enrollment Tool (PET).
• The date and time are configured correctly preferably using a network time protocol server.
• If possible, enrollment should be done during off hours when the printers are not being used.
• Firmware and configuration deployments from CFM following enrollment may briefly take the printer off-line.

Firewalls

If a firewall is used, these URLs must be added to the firewall’s whitelist. All Cloud communication are over port 443.

Using the Native Agent

The Native Agent is available on all current generation Lexmark printers that are Internet of Things (IoT) capable. It is built into the printer’s firmware. Firmware xxxx.075.272 or later is required. The Native Agent can be used to enroll Lexmark printers in Lexmark Cloud Services (LCS). No applications are required either to be installed on the printer or running on an on-premises server or hosted computer. The printer must have a constant Internet connection. For more information about supported models, see “Supported Lexmark Models”.

Enrolling Printers

Printers can be enrolled with the Native Agent using either the Printer Enrollment Tool (PET), the Cloud-based pre-enrollment, or printer-based enrollment method.

Enrolling Printers using the PET

The PET can be used to enroll any current generation Lexmark IoT-capable printers. Use of the PET is required for older models of the current generation that were manufactured prior to September 2019.

• Downloading the Printer Enrollment Tool ‑ Before enrolling printers, obtain a copy of the Printer Enrollment Tool (PET) from the Cloud Fleet Management website.


1. If you do not have a copy of the PET, download it from the Cloud Fleet Management portal.

   • If no printers are currently enrolled, click Enroll Using Printer Agent; then click Download the PET.
   • If printers have already been enrolled, click Printer > Enroll printer using > Printer Agent; then click Download PET.
   


2. Accept the End-User License Agreement to begin the download.



3. Extract the compressed folder.

• Using the Printer Enrollment Tool
• Locate and execute the PET launcher, pet-launcher.exe, previously downloaded from the Cloud Fleet Management website.
• Log in using the same e-mail address and password used to connect to the Cloud Fleet Management website.
• If a newer version of the PET is available, you will be prompted to download the new version.
• If you manage multiple organizations, select the desired organization and click Next.
• Click on the settings icon in the upper-right corner of the page to adjust the configurations for:

• "Discover and enroll native agent-capable printers using"
• Sets whenever Native Agent-capable printers are enrolled using the Native Agent or Printer Agent.
• To enroll using the Native Agent, select "Native Agent".
• Timeouts
• Logging detail levels
• Set the Logging detail to "Detailed"
• SNMP settings

Note:  Printer discovery will first occur using mDNS and then by SNMP. If SNMP discovery is desired, mDNS must be disabled on the printers.

• Select the type of discovery to be executed.
• Search local network to find all printers on your local network.

• Advanced search ‑ to find printers by;
• Specific IP address
• Subnet
• Range
• Fully Qualified Domain Name (FQDN)
• Enter search criteria and click Discover Printers.
• The enrollment process may take several minutes to complete.
• After successful enrollment, it will take several minutes more before the printers appear in the Cloud Fleet Management printers list.

Note:  Additional instructions for discovering and enrolling printers can be found in the Administrator’s Guide and on the LCS: Fleet Management support page

• Printers in the Eligible to Enroll list that can be enrolled with the Native Agent are indicated in the Agent Type column as Native.

• Select one or more Agent Type, Native printers from the Eligible to Enroll list and click Enroll Printers.
• If secured printers are being enrolled, provide the login credentials.

Cloud-Based Pre-Enrollment

Printers are pre-enrolled by:

• Entering their serial number in the CFM portal.
• Obtaining the organization's enrollment code.
• Applying the organization's enrollment code to the printer.

• • This can be done from the printer's operator panel or its embedded web server (EWS).

NOTE:

The Cloud-based pre-enrollment method is only supported for current generation of Lexmark IoT-capable printers that were manufactured after September 2019.

Entering Printer Serial Numbers in the CFM Portal

The serial numbers of IoT -capable printers can be entered in the Cloud by accessing the Agents tab in the CFM portal, then clicking Native Agents.

If no printers are currently enrolled or pre-enrolled using the Native Agent click the “Pre-enroll Printers” button.

If a printer has already be enrolled or pre-enrolled with a Native Agent, click Enrollment > Pre-enroll > Pre-enroll printers.

A Pre-enroll Printers dialog will be shown. Enter each serial number and press enter. Printers can also be pre-enrolled by importing the serial numbers from a CSV file, one serial number per line.

Once pre-enrolled, the printer serial number will be listed on the Native Agent page.

Obtaining the Organization's Enrollment Code

The organization’s enrollment code can be obtained by accessing the Agents tab in the CFM portal, then clicking Native Agents. click Enrollment > Pre-enroll. Copy the enrollment code.

The organization’s enrollment code can also be obtained by click on a pre-enrolled serial number and navigating to the Printer Information section.

If the Enrollment dropdown menu or no printer serial numbers are not shown, then no printers have been pre-enrolled. Refer to “Entering Printer Serial Numbers in the CFM Portal.”

Applying the Organization's Enrollment Code to the Printer

The organization’s Enrollment Code must be applied to the printer(s) for them to be enrolled. There are two methods for applying the Enrollment Code.

• Through the printer’s Operator Panel

• Through the printer’s Embedded Web Server (EWS)

Using the Printer's Operator Panel

1. Access the Setting menu from the Operator Panel and press, “Cloud Services”.

   



2. Set the “Enable communications with Lexmark Cloud Services” to “On”.

   



3. Press “Enroll Printer” and enter the organization’s Enrollment Code

   

Using the Printer's Embedded Web Server to Apply the Enrollment Code

1. Click the “Cloud Services” entry under the “Settings” menu.



2. Check “Enable communications with Lexmark Cloud Services”.



3. Enter the organization’s Enrollment Code and click “Enroll Printer”.

   • Enrollment can be verified from the CFM portal.

     

Printer-Based Enrollment

Printer-based enrollment involves:

1. Obtaining the printer's enrollment code.

   • This can be done from the printer's operator panel or its embedded web server (EWS).



2. Entering the printer's enrollment code in the CFM portal.

NOTE:

The Cloud-based pre-enrollment method is only supported for current generation Lexmark IoT-capable printers that were manufactured after September 2019.

Obtaining the Printer's Enrollment Code

There are two methods for obtaining the printer's enrollment code.

1. Through the printer's Operator Panel



2. Through the printer's Embedded Web Server (EWS)

Using the Printer's Operating Panel to Obtain the Enrollment Code

To obtain printer's enrollment code from the operator panel:

1. Access the Setting menu from the Operator Panel and press, "Cloud Services".

   



2. Set the "Enable communications with Lexmark Cloud Services" to "On".

   



3. Press "Get Enroll Code" and copy the enrollment code.

   
   

Using the Printer's Embedded Web Server to Obtain the Enrollment Code

To obtain the printer's enrollment code from the embedded web server:

1. Click the "Lexmark Cloud Services" entry under the "Settings" menu.



2. Check "Enable communications with Lexmark Cloud Services".



3. Click "Get Enrollment Code"



4. Copy the enrollment code.

   

Entering the Printer's Enrollment Code in the CFM Portal

The enrollment code of IoT-capable printers can be entered in the Cloud by accessing the Agents tab in the CFM portal, then clicking Native Agents. If no printers are currently enrolled or pre-enrolled using the Native Agent click the “Enroll Printer” button.

If a printer has already be enrolled or pre-enrolled with a Native Agent, expand the “Enrollment” dropdown menu and select “Enroll Printer”.

Enter the printer’s enrollment code and click “Enroll Printer”.

Using the Printer Agent

Enrolling Printers:

Downloading the Printer Enrollment Tool

Before enrolling printers, obtain a copy of the Printer Enrollment Tool (PET) from the Cloud Fleet Management website.

1. If you do not have a copy of the PET, download it from the Cloud Fleet Management portal.

   • If no printers are currently enrolled, click Enroll Using Printer Agent; then click Download the PET.

   • If printers have already been enrolled, click Printer > Enroll printer using > Printer Agent; then click Download PET.



2. Accept the End-User License Agreement to begin the download.



3. Extract the compressed folder.

Using the Printer Enrollment Tool

• Locate and execute the PET launcher, pet-launcher.exe, previously downloaded from the Cloud Fleet Management website.

• Log in using the same e-mail address and password used to connect to the Cloud Fleet Management website.

  • If a newer version of the PET is available, you will be prompted to download the new version.

    

• If you manage multiple organizations, select the desired organization and click Next.

• Click on the

  
  in the upper-right corner of the page to adjust the configurations for:

  • "Discover and enroll native agent-capable printers using"

    • Sets whenever Native Agent-capable printers are enrolled using the Native Agent or Printer Agent.

    • To enroll using the Printer Agent, select "Printer Agent".

  • Timeouts

  • Logging detail levels

    • Set the Logging detail to "Detailed"

      

  • SNMP settings

NOTE:

Printer discovery will first occur using mDNS and then by SNMP. If SNMP discovery is desired, mDNS must be disabled on the printers.

• Select the type of discovery to be executed.

  • Search local network

    to find all printers on your local network

    

  • Advanced search

    to find printers by;

    • Specific IP address

    • Subnet

    • Range

    • Fully Qualified Domain Name (FQDN)

• Enter search criteria and click Discover Printers.

• Printers in the Eligible to Enroll list that can be enrolled with the Printer Agent are indicated in the Agent Type column as Printer.

  

• Select one or more Agent Type, Native printers from the Eligible to Enroll list and click Enroll Printers.

  • If secured printers are being enrolled, provide the login credentials.

Notes:

• Care should be taken when defining the Printer Discovery settings when using a Native Agent or Printer Agent and a Fleet Agent or multiple Fleet Agents within the same organization. A printer is managed by a single Agent. If overlapping Printer Discovery criteria exist, printers may not be managed by the intended Agent.

• The enrollment process may take several minutes to complete.

• After successful enrollment, it will take several minutes more before the printers appear in the Cloud Fleet Management printers list.

NOTE:

Additional instructions for discovering and enrolling printers can be found in the Administrator’s Guide and on the LCS: Fleet Management support page

Back to Contents >>

Verify Printer Enrollment Status:

After running the PET to enroll printers, these steps will verify that an enrolled printer can communicate with CFM. For more troubleshooting information, see the Lexmark Cloud Services: Cloud Fleet Management Troubleshooting Guide.

• Check for printer enrollment failures in the PET

  • For security-related failures, re-enroll using the correct security credentials for the printer.

    

    • See the “User accounts and printer permissions” topic.

  • If the printer’s date and time are not correct, this message will be shown.

    

    • See the “Date and Time settings” topic.

  • Verify that the printer’s firmware is at least at the minimum recommended level.

    • See “Supported Lexmark Models" topic.

• Verify that embedded applications are shown on the printer’s EWS apps page.

  • If none are shown, power cycle the printer

  • If the issue persists, reenroll the printer

• Verify that the PCA embedded application is enabled or running on the printer.

  • If the PCA is disabled or stopped, enable or start it.

• Verify that the PCA’s application status is enrolled.

  • If the PCA’s status is unenrolled, the printer must be re-enrolled.

    

  • Click the "Test Agent Connection" button to verify that the network settings are correct.

    

Back to Contents >>

After Placing the Printer in Service:

The following step can be used to verify a printer’s CFM connection status. These steps should be followed when the printer is placed in service or its network environment changes. For more troubleshooting information, see the Lexmark Cloud Services: Cloud Fleet Management Troubleshooting Guide.

• Click the "Test Agent Connection" button to verify that the network and credential settings are correct.



• On eTask v5 or later printers

  • When editing Contact in the printer’s Address Book, do not modify or delete the Lexmark_PCA_User entry.

  • When importing or applying the contactmanager.xml file, set

    <addressbook clear="false">

• On the CFM portal Printers page, verify that the printer is listed.

  • If it is not, then the printer must be re-enrolled.

• On the CFM portal Printers page, check the printer’s Communication Status:

  

  • "Communicating”

    • From the Printer Details page, click the “Refresh Printer Information” and check the Deployment Status in the Event History.

      

      • If the Deployment Status is Failed with a login error, the security settings of the printer have changed since the printer was enrolled. The printer must be re-enrolled.

        

      • If the Event History show the Deployment Status as Pending for more than two polling cycles:

        

        • Check the following. If any of the following are true, the printer must be re-enrolled.

          

          1. On the printer, the PCA’s application status is unenrolled

             

          

          2. The printer’s security login has changed since the printer was enrolled.

          

          3. The Lexmark_PCA_User account has been modified.

             • Only applies to eTask v5 or later printers.

          

          4. The printer’s DHCP/DNS configuration does not match the customer’s environment.

          

          5. The printer’s date and time settings are not correct.

  • “Not Communicating”

    • Verify that the printer is in service and has network connectivity.

    • Verify that the printer is in service in this organization.

      • If the printer being enrolled was previously enrolled in another organization, its Communication Status will be "Not Communicating" in the previous organization. This can be prevented by unenrolling printers that are being moved to a new organization.

    • Check the following. If any of the following are true, the printer must be re-enrolled.

      

      1. The PCA’s application status is unenrolled.

         

      

      2. The printer’s security login has changed since the printer was enrolled.

      

      3. The Lexmark_PCA_User account has been modified.

         • Only applies to eTask v5 or later printers.

      

      4. The printer’s DHCP/DNS configuration has changed or does not match the customer’s environment.

      

      5. The printer’s date and time settings are not correct.

  • "Agent needs credentials"

    • The Agent is communicating with CFM, but an administrative login has been applied to the printer after it was enrolled. These printers will show a lock symbol in front of the printer's IP address.

      Credentials can be applied:

      

      1. F

         rom the CMF portal. See "Managing Enrolled Printers" section.

      

      2. From the Printer Configuration Agent eSF application by opening on the application and clicking the "Update Credentials" button.

  • "Agent not communicating"

    • The Fleet Agent associate with this printer is no longer communicating with CFM. Verify that the Fleet Agent is still running and that it has a constant Internet connection.

    • I

      f a firewall is being used, verify that the appropriate Lexmark Cloud Services URLs have been added to the Allow List. See the "Firewalls and proxies" section.

NOTE:

The credentials used are for an existing administrative account on the printer. These credentials are not used for the Printer Configuration Agent's account on eTask 5 printers.

Date and Time Settings:

Keeping the printer’s date and time correct is important. If it is not set correctly, printer enrollment or the processing of CFM tasks may fail. It is best to configure the printer’s date and time by enabling the use of a Network Time Protocol (NTP) server.

NTP servers are usually available from domain servers. Publicly-available NTP servers can be found through an Internet search.

If the printer's date and time are not correct when it is enrolled, the printer's date and time will be set to the date and time of the Printer Enrollment Tool (PET) workstation if:

• The Enable NTP is not checked.

• The Enable NTP is checked and the NTP Server address is blank.

eTask printers, version 5 and later	eTask printers prior to version 5

eTask printers, version 5 and later

User Accounts and Printer Permissions:

eTask printers, version 5 and later

Secured printers

If access to the printer's embedded web server (EWS) is protected by login credentials must be provided in the Printer Enrollment Tool during the device enrollment process.

The following permissions must be enabled in either the Public or All Users permissions groups. Failure to enable these permissions will cause the enrollment to fail.

Access Controls Menu Section	Access Controls to Enable
Administration Menus	Security Menu
Device Management	Remote Management

Open printers

On printers that do not have their EWS secured with login credentials, the following permissions must be enabled under the Public permissions group. Failure to enable these permissions will cause the enrollment to fail.

Access Controls Menu Section	Access Controls to Enable
Administration Menus	Security Menu
Device Management	Remote Management

Lexmark_PCA_User account

When the PCA is installed on an eTask v5 or later printer, a Lexmark_PCA_User account and an Admin group are created. This account is used to process requests from CFM.

NOTE:

The Lexmark_PCA_User account and the Admin group must not be changed or modified. Changing them after enrollment will prevent the printer from processing CFM requests.

If any of the following have occurred after the printer is enrolled, CFM functionality may be restored without re-enrolling the printer.

Action	Resolution
Lexmark_PCA_User account name has been changed.	• Recreate the Lexmark_PCA_User account • Open the Printer Configuration Agent application. • Click <Test Agent Connection> • Click <Update Credentials> and the Lexmark_PCA_User account and its password.
Lexmark_PCA_User account name has been changed.	Reset the account name to: Lexmark_PCA_User.
Lexmark_PCA_User account name has been changed.	• Open the Printer Configuration Agent application. • Click <Test Agent Connection> • Click <Update Credentials> and enter the password for the Lexmark_PCA_User account.
Admin group have been deleted.	• Recreate the Admin group with all permissions enabled. • Assign the recreated Admin group with the Lexmark_PCA_User account.
Admin Group permissions have been changed.	Re-enable all permission under the Admin group.
Lexmark_PCA_User account removed from the Admin group.	Re-assign the Lexmark_PCA_User to the Admin group.

eTask printers prior to version

Secured printers

If a Basic Security Setup Template has been applied, its credentials must be provided in the Printer Enrollment Tool during the device enrollment process. If this protection was applied or modified after the printer was initially enrolled, the printer to will not process requests from CFM, and the printer must be re-enrolled.

The following access controls must be set to either Basic Security Setup Template or No Security.

eTask Versions	Access Controls Menu	Permission Groups
e3 and e4	Administration Menus	Service Engineer Menus Remotely
e3 and e4	Management	Remote Management
e3 and e4	Management	Firmware Updates
e4	Management	Configuration File Import / Export

Open printers

On printers that do not have their EWS secured with login credentials, the following must access controls be set to No Security. Failure to make this setting will cause the enrollment to fail.

Access Controls	Access Controls Menu	Permission Groups
e3 and e4	Administration Menus	Service Engineer Menus Remotely
e3 and e4	Management	Remote Management
e3 and e4	Management	Firmware Updates
e4	Management	Configuration File Import / Export

Using the Fleet Agent

Creating a Fleet Agent

From the CFM portal, Click Agents > Fleet Agents > Create Fleet Agent.

A Create Fleet Agent form will be presented.

General

Enter a name for this Fleet Agent and provide a description.

Discovery Criteria and Settings

Transfer management of discovered printers...

Enabling this option will transfer all discovered printers that are already enrolled under another agent, to this Fleet Agent. Care should be taken to prevent overlapping Discovery Criteria between Fleet Agent. Overlapping criteria will cause printers to switch between Fleet Agents.

If this option is not enabled, discovered printers that are already enrolled under another agent will remain enrolled under their current agent.

Search Type

Select the type of discovery to be executed.

• Search local network

  to find all printers on your local network.

  

• Advanced search

  

  NOTE:

  Care should be taken when defining the Printer Discovery settings when using a Native Agent or Printer Agent and a Fleet Agent or multiple Fleet Agents within the same organization. A printer is managed by a single Agent. If overlapping Printer Discovery criteria exist, printers may not be managed by the intended Agent.

  • Find or exclude printers by:

    • Specific IP address

    • Subnet

    • Range

    • Fully Qualified Domain Name (FQDN)

• Importing Include and Exclude Search Criteria Search criteria to include or exclude printers can be imported and exported.

  
  

Select SNMP Profile

The SNMP profile to be used by this Fleet Agent can be chosen from the dropdown list. SNMP profiles are managed under the SNMP Profile tab.

• SNMP Profile

  SNMP profiles can be set up match the SNMP configuration of the printers that the Fleet Agent will be managing. New profiles can be created by clicking the Create button.

Creating an SNMP Profile

Profiles can be created based upon SNMP v1, v2c, or v3. The SNMP profile created and used by a Fleet Agent must match the SNMP configuration of the printers that the Fleet Agent will be managing.

NOTE:

An SNMP profile using SNMP v3 is not required by the Fleet Agent. However, SNMP v3 must be enabled on eSF version 5 or higher printers released since 2016. SNMP v3 does not have to be configured on these printers, but it must be enabled. Failure to enable SNMP v3will prevent the Fleet Agent from updating Firmware, applications, and configurations.

Scheduled Tasks

The Fleet Agent can be set up to periodically rediscover printers and to refresh printer information.

• Printer Discovery

  The Fleet Agent can be set the rediscover and enroll printers on a Daily, Weekly, or Monthly basis or only when Manually directed from the CFM portal.

  Settings:

  • Daily - at a specific time.

  • Weekly - at a specific time on a selected day of the week.

  • Monthly - at a specific time on the last day of the month or any selected date in the month.

• Refresh Printer Information

  The Fleet Agent can be set up to refresh your printer information every

  • 15 minutes, 30 minutes, 1 hour, 2 hours, 6 hours, or 12 hours

NOTE:

Information will only be refreshed:

• When there is a page count there.

• When a printer or supplies alert has been detected.

Log level

Set the level of detail provided when a log is run for this fleet agent.

Network utilization delay

The Network utilization delay sets the delay between subnet searches during printer discovery. A setting below 250ms (default) may impact network performance. It is not recommended that it be set to zero.

Install a Fleet Agent

Fleet Agent Installation Package

Once a Fleet Agent has been created, it must be installed on a server or hosted computer within the customer's network. The Fleet Agent installation package can be downloaded or emailed from the CFM portal.

NOTE:

The size of the install package is approximately 140MB.

Fleet Activation Code

An activation code is required during setup on the Fleet Agent. The activation code is obtained by clicking the "Generate activation code" link. This code registers the installed Fleet Agent with this Fleet Agent definition. A Fleet Agent definition can only be associated with a single Fleet Agent installation. If the activation code is not used within 72 hours, a new activation code must be generated.

Fleet Agent Installation and Activation

Run the Fleet Agent installation package on a server or hosted computer within the customer's network. Enter the activation code for this Fleet Agent. Optionally, a password can be applied the restrict access to the Fleet Agent.

Once activated, the Fleet Agent details page in the CFM portal will show its status as "Communicating".

Using a proxy with the Fleet Agent

If a proxy is required, the Fleet Agent can be set up to use a proxy. The proxy can be set during Fleet Agent activation on the Activation page or after activation by clicking the gear icon.

If the proxy configuration must be changed after the Fleet Agent is installed,

• Launch a browser and go to https://localhost:[portnumber]

  • Replace [portnumber] with the port used when the Fleet Agent was installed.

  • The default port is 80.

• Click the gear icon in the top right corner to access the Proxy Configuration dialog.

Discovering and Enrolling Printers

Printer discovery and enrollment is initiated from the Fleet Agent details page by clicking the "Discover & Enroll Printers" button. This places a "Discover printers" task on the Fleet Agent's task queue. Discovered and enrolled printers will be shown on the Printer page in the CFM portal.

Printers Not Being Discovered

A MIB Walk can be used to determine why a printer is not being discovered. A MIB Walk log can be obtained from the CFM protal on the Agents > Fleet Agents page tab page of printers managed by a Fleet Agent. To initiate a MIB Walk.

• Navigate to the Agents > Fleet Agents page.

• Either click the Logs navigation link on the right side of the page or scroll to the Logs section.

• Enter the IP address of the printer.

• Click the MIB Walk Request button.

  

Retrieve the MIB Walk log and submit to the Lexmark Technical Support Center.

Managing an Installed Fleet Agent

Editing a Fleet Agent Definition

Click the Edit Agent button on the Agent Details page to change the Fleet Agent definition.

NOTE:

Changes made to definition of an existing Fleet Agent definition take effect immediately.

If the SNMP Profile of this Fleet Agent definition is changed or deleted, all printers associated with that profile will be unenrolled and will no longer be discovered by this Fleet Agent.

Updating a Fleet Agent

If an update is available for the Fleet Agent executable or for the Printer Support Library used by the Fleet Agent, it will be shown on the Fleet Agents (Preview) page. Updates can be pushed to a Fleet Agent by selecting a Fleet Agent and then selecting the update to perform from the Update menu.

Deactivating a Fleet Agent

Deactivating a Fleet Agent will stop it from collecting printer data and its ability to manage its enrolled printers. Printers associated with the deactivated Fleet Agent will be unenrolled. The Fleet Agent definition is not deleted. Device data associated with the deactivated Fleet Agent will also be retained.

A deactivated Fleet Agent can be restored by generating a new Activation Code from the Fleet Agent details page in the CFM portal and applying it to Fleet Agent executable.

Once the Fleet Agent has been reactivated, the "Discover & Enroll Printers" task must be initiated from the CFM portal to restore the data collection and printer management functions of the Fleet Agent.

Deleting a Fleet Agent

If a Fleet Agent is no longer required within customer location it should be deleted. Deleting a Fleet Agent will remove that Fleet Agent definition from the CFM portal and unenroll any printers associated with the deleted Fleet Agent. The Fleet Agent executable running in the customer's environment will not be uninstalled. Uninstalling the Fleet Agent executable must be done manually.

A deleted Fleet Agent cannot be restored. A new Fleet Agent definition must be created. Once the new definition has been created, the new activation code for the new definition can be applied to Fleet Agent executable, if it was not manually uninstalled. If the Fleet Agent executable was uninstalled, refer to the previous "Install a Fleet Agent" section.

Managing Enrolled Printers

Updating Printer Credentials

The credentials used by Agents to access printer information can be updated from the CFM portal. This can be done either to each printer individually or to multiple printers at once.

1. On the Printers page, select one or more printers.



2. Expand the Printer menu and select Update agent access credential.

   



3. Enter the credential to be applied and click Update Credentials.

   • The credentials entered will be applied to all selected printers.
   • The credentials used are for an existing administrative accont on the printer.
   • These credentials are not used for the Printer Configuration Agent's account on eTask 5 printers.
   

Home Screen Customization

A printer's home screen can be customized in the CFM portal from the Printer Details page. Either click the Home Screen navigation link on the right side of the page or scroll to the Home Screen section.

Note:  The latest versions of printer firmware, Printer Configuration Agent, and Fleet Agent are required.

The current home configuration can be:

• Viewed,
• Customized,
• or Restored to the factory default.

Viewing the current home screen configuration

Click View home screen to show the printer's current home screen configuration.

Customizing the home screen configuration

Clicking Customize allows home screen icons to be added, moved, deleted or reset to their factory default configuration.

• Select an item then use the "action" controls to customize the home screen layout
• Click Save Home Screen update printer's home screen configuration.

Note:  Some items cannot be deleted from the home screen.

Restoring the factory default home screen configuration

Clicking Restore returns the home screen to the default factory configuration.

Reconciling data from printers managed by a Fleet Agent

In some cases, printer data shown in the CFM portal may be missing or different from what can be seen on Lexmark and 3rd-party printers. The Fleet Agent uses the printer’s SNMP MIB interface to retrieve printer data. The available data depends upon the manufacturer’s implementation.

A MIB Walk can be used to determine what printer information is available in the printer’s MIB. A MIB Walk log can be obtained from the CFM portal on the Printer Details page of printers managed by a Fleet Agent. To initiate a MIB Walk.

• Navigate to the printer’s Printer Details page.

• Either click the Logs navigation link on the right side of the page or scroll to the Logs section.

• Click the MIB Walk Request button.

  

• Retrieve the MIB Walk log and submit to the Lexmark Technical Support Center along with the CFM portal information and device statistics from the printer showing the appropriate counts.

Scheduled Tasks

Native Agent Tasks

• Discovery and Enrollment
• No scheduled tasks for device discovery and enrollment can be created.
• Refresh Printer Information
• The Native Agent reports its Printer Information once a day. The time of day cannot be changed.
• Polling
• The Native Agent does not poll for pending tasks.

Note:  Tasks for printers managed by Native Agents are sent to the printer via an IoT connection.

Fleet Agent Tasks

• Discovery and Enrollment
• A recurring schedule can be configured to execute after the initial Device Discovery and Enrollment following the activation of the Fleet Agent.

Interval	Day/Date	Time
Never	-	-
Daily	Every Day	Specific time
Weekly	Day of the week	Specific time
Monthly	Last day of the month	Specific time
Specific date (1st through 28th)	Specific time

• Refresh Printer Information
• A Refresh Printer Information task can be sent to printers managed by a Fleet on the following intervals:
• 15 minutes
• 30 minutes (default setting)
• 1 hour
• 2 hours
• 6 hours
• 12 hours

Note:  The Refresh Printer Information task will only update the printer's displayed information if there has been a change to the printer's: page counts, or alert status.

• Polling
• The Fleet Agent does not poll for pending tasks.

Note:  Task for printers managed by Fleet Agents are sent to the Fleet Agent via an IoT connection. The Fleet Agent then sends the tasks to the appropriate printers.

Printer Agent Tasks

• Discovery and Enrollment
• No scheduled tasks for device discovery and enrollment can be created.
• Refresh Printer Information
• A Refresh Printer Information task automatically places tasks on the task queue to each enrolled and communicating printer once a day. The Printer Agent will execute the task on its next task polling interval. The time of day cannot be changed.
• Polling
• Printer Agents periodically poll the Fleet Management services for pending tasks. The polling interval can be set from 30 seconds to 1440 minutes (24 hours) in 1-minute steps. The default is 5 minutes.

Supported Lexmark Models