Create a print rules profile

To create a print profile, complete these steps.

  1. From the grid, click the appropriate Print Rules Profile cell and then click the Browse button.
    This opens the Manage User Print Rules Profiles dialog box.
  2. Click New.
    This opens the User Print Rules Profiles dialog box.
  3. Enter a Profile name and Profile description.
  4. To control the documents that are printed, select options under Restrictions - Disable Printing.
    You can choose to always disallow printing, limit the maximum document page count or byte count to a specified value, and prohibit the printing of color in a document. You can also choose to disregard any restrictions set for Windows queues.
  5. To define notification options, select one of the check boxes under Restriction Notification Options.
    You can notify the user by email or with a pop-up window.
  6. To specify that the client pop-up window be displayed for the user, select Show client pop-up for this user. This displays configuration options for the pop-up window.
    1. Under Client pop-up general options, select the appropriate check box options.
    2. To select and configure up to five billing lists to be displayed in the client pop-up window, use the grid under Select up to five billing lists to be displayed on the client pop-up:
      • Select the Active check box for the appropriate rows.
      • Click the Caption column and enter the caption text.
      • Click the Input Type column to select the input type.
      • Click the Billing List column to select a billing list. Billing lists are configured with the Manage Billing Accounts Utility.
    3. If you want to display this pop-up window instead of the pop-up window defined for a Windows queue, select Select this pop-up instead of the pop-up (if any) configured for the Windows queue.
      If you have configured a pop-up window for the Windows queue, it is displayed by default. If you select this check box, this pop-up window will be displayed rather than that for the Windows queue.
  7. To convert this profile to an advanced profile and manage the profile using rules, click Advanced. All selected items will be converted into rules and displayed in the User Print Rules Manager dialog box. Once the profile has been converted to an advanced profile, it cannot be returned to a basic profile. Complete the following steps to create an advanced profile.
    1. If any items were selected on the previous dialog box, they are now listed as rules on the User Print Rules Manager dialog box. Click each rule and review it in the preview section.
    2. The rules grid lists all of the defined rules in the order that they will be processed. The rules grid is editable. Use the following procedures from the rules grid:
      • To specify whether the rule is enabled or disabled, use the check box in the Enabled column.
      • To rename a rule, click the Name cell and make the change.
      • To modify the rule description, click the Description cell and make the change.
      • To change the follow-on action, click the Follow-on Action cell and select the action that you want to take after this rule has been processed. You can continue processing rules or choose not to process any additional rules.
    3. Under the rules grid, use the following procedures to configure rules:
      • To create a rule, click Add. The New User Print Rule dialog box is displayed. For instructions about adding rules, see Create user print rules.
      • To modify a rule, select a rule and click Modify.
      • To delete a rule, select a rule and click Remove.
      • To create a copy of a rule, select a rule and click Copy. A copy of the selected rule will be created.
      • To reorder the rules, select a rule and click Move Up or Move Down.
    4. To save your changes, click OK or Apply.
  8. When you have completed your tasks, click Close.