Flow of Operations

This section describes the flow of operations. For more information, see each page.

1. Preparing the Device and Network Environment

Set the network environment and date/time settings. and register a System Manager ID for all devices to operate with the Access Management System.

2. Enabling the AMS

Enable the AMS on all devices that support it.
For more information, see the instruction manuals of the device.

3. Starting User Authentication

Start User Authentication on all devices that support AMS.
For more information, see the instruction manuals of the device.

4. Specifying the Preferences of the Devices

For all devices that support AMS, set the user authentication method, login method, and whether to allow unregistered users to use the device, etc., and then restart the device. In this example, Device_A and Device_C will be set to Device Level Log-in, and Device_B will be set to Function Level Log-in. Unregistered users will be allowed to use Device_A and Device_B, but not allowed to use Device_C.

5. Creating Custom Roles

In this example, a [temp_custom] role will be created on Device_A for temporary employees, based on the [GeneralUser] role. The content of the [GuestUser] role will also be checked.

6. Exporting Custom Roles

In this example, the roles in Device_A will be exported (all roles including the base roles, not just the [temp_custom] role).

7. Registering Local Users and Specifying Roles

Create the user information on Device_A. In this example, local user accounts will be created for the staff in the sales department and system management department. The name of the role to apply to each local user will also be registered in the user information.
IMPORTANT
When using the Department ID Management function, set the Department ID in the user information for each user.

8. Exporting User Information

Export the user information created on Device_A.

9. Importing Roles and User Information

Import the roles and user information in all devices that support AMS. In this example, the roles and user information will be imported in Device_B and Device_C.

10. Starting the Department ID Management Function

Start the Department ID Management function. In this example, the Department IDs for the sales department and system management department will be registered in Device_A, Device_B, and Device_C.
IMPORTANT
Before using the Department ID Management function, check that a Department ID is set in the user information for each user. When you start using the Department ID Management function, users with no Department ID registered in their user information cannot log in.

11. Confirming the Login Method and Usage Restrictions on the Touch Panel Display

In this example, Device_A and Device_C will be checked to confirm that they are set to Device Level Log-in, and Device_B will be checked to confirm that it is set to Function Level Log-in. The devices will also be logged in to with each user to check that the specified restrictions are being applied.

12. Setting Up the Client Computers

Install the AMS Printer Driver Add-in in all the client computers, and set the user information for each user.

13. Confirming the Print Restrictions on Client Computers

Confirm that the specified printing restrictions are applied on each client computer.