OCS

Site Planning WorkSheets

Pre-Sales Information Gathering Work

OCSPro is supported on Windows NT 4.0, Windows 2000 and Windows

2003. The workstation version of NT 4.0 and Windows 2000 support up to 10

connection points.

The primary objective for collecting the data, is to establish a

building and deployment plan.

1. Names and roles of implementation members

_________________________________________

2 How many separate buildings / sites? _______________

_________________________________________

3. Are there a series of groups of computers (labs) in each

of the buildings/sites ? Please identify the groups

by your name convention, along with the quantity of

computers ________________________________

_________________________________________

4. Do you want to put a small print server in each building with

account validation in a centralized building. User

authentication and records would be managed in the

centralized location or do you want to utilize a single

OCS server ?______________________________

_________________________________________

5. How many printers per site? _____________________

___________________________________

Qty - Make / Model / Type (specify PCL/PS or other)

_______________________________________________ Color / B & W

6 Copier control required ? Yes No

How many photocopiers per site? __________________

_________________________________

Qty - Make / Model / Type (for multifunctional specify PCL/PS or other)

____________________________________ Color / B & W

Plotters?

___________________________________________________

6. How will servers be backed up?

a) OCS to an internal share

b) OCS to an offsite location

c) Non OCS Solution

7. What operating system(s) will be used on the server(s)?

Windows 2000 Server Windows 2003 Server

Other: _____________

8. What are the server specifications (if you have more than one,

provide lowest server specifications):

a. Processor: Pentium 3 Pentium 4

b. Processor Speed: ______________ GHz

c. Memory: _____________ MB

d. Free Hard Drive Space: ______________ GB / MB

The minimum recommended computer has a cpu of at least

2.0 Mhertz, with 1.5 Gb RAM and at least 10 Gb of free

hard disk space.

9. What operating system(s) will be used on the clients?

Windows 2000 Client Windows XP Pro

Other: _____________

9a. Other than the standard Windows XP firewall, are you using

other forms of internal pc firewalls, if so what ________

_________________________________________

10. Is there a security program running on the client PC’s

(e.g. Fortress, Deep Freeze, etc)?

Security Program: ________________________________

Can the security program be disabled centrally ? ________

_________________________________________

11. Is there an anti-virus program running on the client PC’s?

Anti-Virus Program: _______________________________

12. Will training be required? Yes No

Number of individuals to be trained ______________

_________________________________________

13. Who is responsible for preparing signage ___________

_________________________________________

Basic Configuration Options

1. Do you want to employ user groups to define 'grouped operational

characteristics' such has groups that get free balances

amounts or users that are restricted as to the use

of equipment ______________________________

_________________________________________

2. How will users pay for printing/copying ?

Accounts

i. How will the OCS accounts be updated ?

1. One-time import

2. Daily import

- Sent to OCS

- OCS obtains from ftp site

3. Real-Time Access

4. Created on demand by users

ii. What type of source database will be used?

1. ODBC compliant

2. SIP 2 compliant

3. LDAP

Card

Chip Card

Mag Stripe

Make / Model Of Reader ___________________________

______________________________

No charge for printing

2. What type of print release will be used?

a. Computer-based - OCS Print Release Station using either

Accounts or Cards or $$ devices.

b. LAN-Based device connect to printer/copier

for printing/copying

h. None (i.e. jobs are paid for at the client via accounts or readers for

direct printing or no charge for printing)

3. How many print release stations will be used? ______________

_______________________________________

4. If LAN-based readers are being used, is there a second LAN cable

connection at each printer? Yes_____ No____

LAN speed at printer locations:______________________

_________________________________________

5. How will the users add value to be able to print ?

a. Through a Serial or LAN based bill acceptor

b. Through a staffed OCS station (Over The Counter)

c. Through a non-staffed OCS station (Patron Kiosk)

d. Through a credit card station.

e. Is it necessary to transfer value from magstripe or chip cards

to accounts ? Yes No

6. How many stations for adding value are required? _______________

Where will they be located ____________________________

___________________________________________

7. Will Time-Access be required? Yes No

7a. Will computer scheduling be applied ? Yes No