Create a quota profile

Complete this procedure to create a basic quota management profile and assign it to a Windows queue.

  1. From the Output Manager Console navigation pane, select the Administration application.
  2. In the navigation pane, click Manage Windows Queues.
  3. Select the Server tab to configure server queues or the Workstation tab to configure workstation queues.
    A server queue is a Windows queue that has been converted into a Output Manager source. Server queues use the Output Manager Port Monitor so that the data is received into the Output Manager spool. A workstation queue is a Windows printer that is not a Output Manager source (for example, a USB attached printer on an end user's workstation). The data is not received into Output Manager.
    Notice the grid is displayed grouped by the Server Name column. This allows you to easily view all queues for a server. You can remove grouping by right clicking in the group panel and selecting Clear Grouping.
  4. Click in the Quota Profile cell for the appropriate queue. You can select a quota management profile from the list or complete the following steps to create a new profile.
    1. In the Quota Profile cell, click the browse button (...).
      This opens the Manage Windows Queue Quota Profiles dialog box displays. This dialog box lists all of the defined profiles. When managing profiles, you can create, import, and export profiles, as well as manage all existing profiles.
    2. Click New to create a new profile.
      This opens the Windows Queue Quota Profile dialog box.
    3. Enter a Profile name and Profile description.
    4. Under Restrictions - Disable Printing, select the options that you want to disable printing.
      You can choose to always disable printing, or choose to disable printing if the document is not duplex, if the document page count or byte count exceeds a specified value, if the document contains color, or if the number of pages printed in a month exceeds a specified value.
    5. Under Restriction Notification Options, determine if you want to be notified when a restriction occurs.
      You can be notified using an email profile or on the client pop-up.
    6. You can also configure the client pop-up to display for the Windows queue. To display the pop-up, select the Show client pop-up for this Windows queue.
      Notice the client pop-up configuration options are now available.
    7. Under Client pop-up general options, select the appropriate check box options.
    8. Under Select up to five billing lists, use the grid to select and configure up to five billing lists to be displayed in the client pop-up.
      • Select the Active check box for the appropriate rows.
      • Click in the Caption column and enter the caption text.
      • Click in the Input Type column to select the input type.
      • Click in the Billing List column to select a billing list.

        Billing lists are configured in the Manage Billing Accounts Utility.

  5. To convert this profile to an advanced profile and manage the profile using rules, click Advanced.
  6. Complete the following steps to create an advanced profile.
    1. If any items were selected on the previous dialog box, notice they now appear as rules on the Windows Queue Quota Rules Manager dialog box. Click each rule and review in the preview section.
    2. The rules grid lists all of the defined rules in the order they will be processed. The rules grid is editable. Use the following procedures from the rules grid.
      • Use the check box in the Enabled column to determine if the rule is enabled or disabled.
      • To rename a rule, click in the Name cell and make the change.
      • To modify the rule description, click in the Description cell and make the change.
      • To change the follow-on action, click in the Follow-on Action cell and select the action you want to take after this rule has been processed. You can continue processing rules or select 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 Windows Queue Quota Rule dialog box displays.
      • 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. This will create a copy of the selected rule.
      • To reorder the rules, select a rule and click Move Up or Move Down.
    All selected items will be converted into rules and display in the Windows Queue Quota Rules Manager dialog box. Once the profile has been converted to an advanced profile, it cannot be returned to a basic profile.
  7. Click OK or Apply to save your changes.