New Site Survey

Company Name*

Name*

First NameLast Name

Phone Number

Area CodePhone Number

E-mail*

IT Contact*

First NameLast Name

Phone Number

Area CodePhone Number

E-mail

Industry Type*

Please specify the industry:

Company Name

Name

First NameLast Name

Phone Number

Area CodePhone Number

E-mail

Upgrade From Printaudit 6Print Environment AssessmentRules Based PrintingPrint/Copy Cost Recovery (Client Charge Back)Secure/ Follow Me PrintingDevice Walk up Tracking (Copy/Scan Tracking from Multi Function Device)Local Device Tracking in Infinite Device ManagementOther

Number of users in the environment*

Number of workstations (computers) to be installed in the environment*

YesNo

No Migration - No data and no configurationNo Data - Migrate Configuration Only (recommended)Partial - Migrate Data after certain date and configurationFull - Migrate All Data and configuration

** It is a recomendation to perform a 'No Data' or a 'Partial' migration. Database migrations will require more time to complete and must be tested prior to production deployment of clients. Historical Printers and users will be populated and may be duplicated due to changes in the User Management printer and user detection methods. Issues encountered during the migration are outside of the original project scope.

** Although original Printaudit 6 data will not be present in the User Management system the database and reporting tools will remain active for historical reference.

Group PolicyClient Status and Deployment ToolManual InstallationOther

YesNo

** The User Management Installer will prompt for SQL credentials during the installation process. An account with permissions to create a database on the SQL server will be required at the time of install

** SQL 2012 or newer is a requirement of the User Management Platform

** The User Management Installer will install an instance of SQL 2012 Express

YesNo

**By default UM will use ports 80 and 443. If these are already in use, UM will use ports 6320 and 6321.

** User Management requires IIS for operation and will enable the feature during installation if necessary. Standard port bindings of 80/443 are reccomended. If in use alternate ports 6320/6321 will be used.

YesNo

** SQL Server relies on .NET Framework for operation. If there are Windows updates or reboots pending the installation of User Management may require a reboot before it can be completed. Please ensure your server is fully patched and has been rebooted ahead of performing the installation

YesNo

**Job data will be processed by external systems either at the print dealer or by ECI systems. Automatic and Manaul export capabilities are available.

** CSV, Fixed Width and XML are supported export formats. Prior to configuring 3rd party integration the required format must be confirmed with the 3rd party provider.

** If client/matter codes are to be imported into the system the required format for User Management is:
Code, Code Description
or
Code, Code Description, Matter, Matter Desciription

How many print servers are active in the environment?

What types of Multi-function devices require walk-up operation tracking (Copy/Scan/Secure Release)?

Rows	Required?	Number	Models
HP
Konica Minolta
Kyocera
Lexmark
Ricoh (SOP)
Ricoh (XLET)
Sharp
Xerox

**Note: Device firmware must be up to date prior to installation. For more information on firmware updates please contact your device dealer. For additional requirements information please refer to the respective installation guide.

Questions/Comments?

By clicking 'Submit' you are agreeing that the information you have provided is accurate and complete. If Print Audit incurs additional effort or costs due to incorrect information or changes to environmental configuration, you may be charged for the expanded scope of work. Please carefully review the information provided before submitting this form.

Customer Contact Information

Dealer Contact Information (If Applicable)

Environment Information