Lexmark Apps Service manual

Forms and Favorites
Administrator's Guide
November 2012 www.lexmark.com

Contents
Overview.....................................................................................................3
Configuring Forms and Favorites..................................................................4
Configuring bookmarks.............................................................................................................................4
Customizing the display icon.....................................................................................................................4
Using Forms and Favorites...........................................................................6
Bookmarking forms...................................................................................................................................6
Adding a bookmark using the printer control panel........................................................................................... 6
Editing or deleting a bookmark using the printer control panel.........................................................................6
Configuring folders for bookmarks............................................................................................................7
Adding a folder using the printer control panel .................................................................................................7
Adding a bookmark to a folder using the printer control panel .........................................................................7
Editing or deleting a folder .................................................................................................................................7
Printing bookmarks...................................................................................................................................8
Searching for bookmarks and folders........................................................................................................8
Saving bookmarks as shortcuts.................................................................................................................8
Troubleshooting...........................................................................................9
Forms are not available or are not working..............................................................................................9
Make sure the bookmark is configured properly ...............................................................................................9
Make sure the bookmark is pointing to the correct location .............................................................................9
Some bookmarks do not appear in an exported configuration file..........................................................9
More than 60 bookmarks cannot be exported in a .ucf file ...............................................................................9
Appendix....................................................................................................10
Notices.......................................................................................................12
Index..........................................................................................................13
Contents 2

Overview
Forms and Favorites lets users quickly and easily print frequently used documents from the printer control panel. First,
configure a bookmark to point to the location of an electronic file. The electronic form or other document can be located
on a Web site, a network drive, or an FTP site. Then, access the form or other document by touching the application
icon on the printer home screen. Bookmarks can also be saved as shortcuts directly to the printer home screen for
immediate access to your documents and forms.
A working knowledge of the printer is helpful for the effective use of this guide. For more information about your printer
model, see the documentation that came with the printer.
Overview 3

Configuring Forms and Favorites
For information on configuring and using the application from the printer control panel, see “Using Forms and Favorites”
on page 6.
For a comprehensive explanation of each setting available when adding or editing a bookmark, see the mouse-over
help beside each field.
Note: When configuring bookmarks, more options are available from the printer Embedded Web Server than from
the printer control panel.
Configuring bookmarks
1From the Embedded Web Server, click Settings or Configuration, and then do one of the following:
•Click Apps > Apps Management.
•Click Device Solutions > Solutions (eSF).
•Click Embedded Solutions.
2From the list of the installed applications, click the name of the application.
3Click Configure > Add.
Note: You can also edit or delete existing bookmarks.
4Type a name for the bookmark.
5If necessary, adjust the remaining configuration settings.
Note: See the mouse-over help beside each field for a description of each configuration option.
6Click Apply.
Customizing the display icon
1Access the application configuration settings from the Embedded Web Server.
2From the Configure, Profile, or Profiles page, add or edit a profile, and then change the settings if necessary:
•Button Text or Text—Type up to 20 characters that will appear above the profile button on the printer home
screen. This field is optional.
•Button Icon or Icon—Browse to a new image file that represents the profile on the printer home screen. This
field is optional.
•Button Icon when pressed or Icon when pressed—Browse to a new image file that will be displayed while the
profile icon is being pressed. This field is optional.
Notes:
–For printers running the Embedded Solutions Framework (eSF) version 3.0 or later, the image should be
a PNG file with a transparent background, and should measure 192 x 302 pixels. It should not exceed
11KB in size.
–For printers running eSF version 2.0, the image should be a GIF, PNG, or JPEG file, and should measure
120 x 75 pixels.
–For printers running eSF version 1.2, the image should be a GIF file and should measure 120 x 75 pixels.
Configuring Forms and Favorites 4

–If you are unsure about which version of eSF your printer is running, then see “Checking which version of
the Embedded Solutions Framework is installed on a printer” on page 11.
3Save or discard your changes.
Configuring Forms and Favorites 5

Using Forms and Favorites
Bookmarking forms
Adding a bookmark using the printer control panel
1From the printer home screen, touch the application icon.
2If necessary, touch Options.
3Touch .
4Type a name for the new bookmark. This name will be displayed when selecting a form to print.
5If you want to use a PIN to limit access to the bookmark, then touch Confidential, select On, and then touch .
6Touch .
7If prompted, enter a four‑digit PIN, and then touch
8Touch the location of the file you want to bookmark, and then touch .
•Network—The form is on a network share.
•FTP—The form is on an FTP site.
•HTTP—The form is on a Web page.
•HTTPS—The form is on a secure Web page.
9If you selected HTTP or HTTPS, then enter the URL of the bookmark.
10 If you selected Network or FTP, then select an authentication option, and then touch .
Authentication options include the following:
•Guest(Network Folder)/Anonymous—This does not require users to be authenticated.
•Use device authentication credential—This requires users to enter the authentication credentials as specified
on the printer.
•Prompt for username and password—This requires users to enter their system user name and password.
•Use static username and password—This requires administrators to specify a static user name and password
when they configure the bookmark. Users will not be prompted to enter these credentials at the printer.
11 Follow the instructions on the touch screen to enter the location of the file you want to bookmark. Use to
progress through the screens.
Editing or deleting a bookmark using the printer control panel
1From the printer home screen, touch the application icon.
2Touch the bookmark you want to edit or delete.
3If necessary, touch Options.
Using Forms and Favorites 6

4Touch to edit a bookmark or to delete a bookmark.
5Follow the instructions on the touch screen to edit or delete the bookmark or bookmarks. Use to progress
through the screens.
Note: If the bookmark is confidential, then you will be prompted for the four‑digit PIN.
Configuring folders for bookmarks
Adding a folder using the printer control panel
1From the home screen of the printer control panel, touch the application icon.
2If necessary, touch Options.
3Touch .
4Enter a name for the folder, and then touch .
The folder will appear in the list of bookmarks.
Adding a bookmark to a folder using the printer control panel
1From the home screen of the printer control panel, touch the application icon.
2Touch the folder you want to use.
3Touch .
4If necessary, touch Options.
5Touch .
6Enter the information for the new bookmark. For more information, see “Adding a bookmark using the printer
control panel” on page 6.
Editing or deleting a folder
1From the home screen of the printer control panel, touch the application icon.
2Touch the folder you want to edit or delete.
3If necessary, touch Options.
4To edit the folder, touch .
To delete the folder, touch .
5Follow the instructions on the screen to edit or delete the folder.
Using Forms and Favorites 7

Printing bookmarks
1From the home screen of the printer control panel, touch the application icon.
2Touch the name of the bookmark you want to print, and then touch .
3Follow the instructions on the screen to print the bookmark.
Searching for bookmarks and folders
1From the printer home screen, touch the application icon.
2Touch .
3Enter a keyword in the Search For field, and then touch .
The results of your search are displayed.
Saving bookmarks as shortcuts
You can turn frequently accessed bookmarks into shortcuts that show up on the printer home screen. Instead of
touching the application to access the list of bookmarks, users can touch the shortcut to access the bookmark
immediately.
1From the home screen of the printer control panel, touch the application icon.
2Touch the name of the bookmark you want to save, and then touch .
3Touch .
4Enter the name for the shortcut as you want it to appear on the printer home screen, and then touch .
5Select an icon graphic for the shortcut, and then touch .
6From the confirmation screen, touch .
7Touch to print the shortcut, or touch .
Note: The icon appears on the printer home screen. Because of space constraints, users may need to scroll
through the printer home screen to access all of the available icons.
Using Forms and Favorites 8

Troubleshooting
Forms are not available or are not working
These are possible solutions. Try one or more of the following:
MAKE SURE THE BOOKMARK IS CONFIGURED PROPERLY
For information on configuring bookmarks, see “Configuring Forms and Favorites” on page 4.
MAKE SURE THE BOOKMARK IS POINTING TO THE CORRECT LOCATION
Verify that the form resides in the correct network location. The printer will not validate the location that the
bookmark points to. As a result, if the URL or network location that was specified when the bookmark was created
is incorrect, the printer will not be able to access the document.
Some bookmarks do not appear in an exported configuration
file
MORE THAN 60 BOOKMARKS CANNOT BE EXPORTED IN A.UCF FILE
Only up to 60 bookmarks can be exported in a single .ucf file. Any bookmarks that are not included in the file must
be added to the printer manually.
Troubleshooting 9

Appendix
Accessing application configuration settings using the
Embedded Web Server
1Obtain the printer IP address:
•From the printer home screen
•From the TCP/IP section in the Network/Ports menu
•By printing a network setup page or menu settings page, and then finding the TCP/IP section
Note: An IP address appears as four sets of numbers separated by periods, such as 123.123.123.123.
2Open a Web browser, and then type the printer IP address in the address field.
The Embedded Web Server appears.
3From the navigation menu on the left, click Settings or Configuration, and then do one of the following:
•Click Apps > Apps Management.
•Click Device Solutions > Solutions (eSF).
•Click Embedded Solutions.
4From the list of installed applications, click the application you want to configure, and then click Configure.
Exporting and importing a configuration using the Embedded
Web Server
You can export configuration settings into a text file, and then import it to apply the settings to other printers.
1From the Embedded Web Server, click Settings or Configuration, and then do one of the following:
•Click Apps > Apps Management.
•Click Device Solutions > Solutions (eSF).
•Click Embedded Solutions.
2From the list of installed applications, click the name of the application you want to configure.
3Click Configure, and then do one of the following:
•To export a configuration to a file, click Export, and then follow the instructions on the computer screen to save
the configuration file.
Note: If a JVM Out of Memory error occurs, then repeat the export process until the configuration file
is saved.
•To import a configuration from a file, click Import, and then browse to the saved configuration file that was
exported from a previously configured printer.
Notes:
–Before importing the configuration file, you can choose to preview it first.
–If a timeout occurs and a blank screen appears, then refresh the Web browser, and then click Apply.
Appendix 10