Home > OptimProcess

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Creating a new printer

1/ Create the printer and the machine list in OptimProcess

• Go to Home > OptimProcess > Printers
• click on ​http://demo.clariprint.fr/img/plus.gif

• click on the menu named "modifications"
• fill the informations and click the "save" button at bottom.

2/ Associate this new printer to one or more clients of OptimProcess

• go to Home > OptimProcess > Clients
• choose an existing client by clicking on its arrow ​http://demo.clariprint.fr/img/select.gif

• click on the "Printers" menu
• select the printers to add to the client account (single click or control-click for multiple selection)
• click on "add" buuton to authorize selected printer as supplier for this client.

3/ Creating an user for the printer (optional)

It was possible to create a user who can manage the data of this printer only. So a printer's employee can keep the data up to date.

a/ Create a new corporation

• go to Home > Administration > Corporations
• press the ​http://demo.clariprint.fr/img/plus.gif button to create a new corporation

• Fill the datas and press the "Edit" button

b/ create the new user

• go to the "Users" menu.
• press ​http://demo.clariprint.fr/img/plus.gif

• fill the user "General Informations"

• press the "Edit" button

c/ setup a password

• type twice the password into the "Password set" and "Comfirm password" fields, and press the button "set"

d/ Assignment to the adequete user group

• Click on the "User Groups" menu
• select an adequete group in the list
• press the ​http://demo.clariprint.fr/img/plus.gif button

e/ Associate the new user to the OptimProcess' printer

• goto Home > OptimProcess > Printers > (my new printers) > Users
• select a user in the popup-list
• press the "add" button

4/ Create a dedicated projet profile to test the new printer

It may be usefull to permit the printer's users to test the data on a real project calculation. This user will be able to resolve estimate on his printer only.

a/ create a dedicated OptimProcess client

• go to Home > OptimProcess > clients
• press the ​http://demo.clariprint.fr/img/plus.gif button

• fill the data (do not go forget to set a login/password, and to remember them, you will need them to setup the OptimProject client)
• press the "save" button

b/ add the printer to tne new client

• goto the "Printers" Menu,
• select the printers and press the "add" button

c/ create an OptimProject client

• goto Home > OptimProject > Clients

• Press the ​http://demo.clariprint.fr/img/plus.gif button
• Fill the datas

d/ setup link with OptimProcess client

• Use the login and password that was defined in the OptimProcess client.

e/ setup link with OptimPaper client

• Use the login and password that was defined in the OptimPaper client.

f/ setup options

g/ add the user to this client

• click on the "Users" menu
• select the user in the popup
• press "add button"

note : you can add the printer group.

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Home > OptimProcess