Printers Plan Workstation Setup
In this article, we will go over setting up a new workstation to work with an existing Printers Plan Server.
In this process, we will need to set up the libraries, install the program, and connect to our server.
Libraries
Our first step is to install the redistributable libraries for your version of Printer's Plan.
Clicking on the link for the proper version will download this file, simply double click on the executable to install it like any other program.
Getting a copy of Printer's Plan for your workstation
When installing Printers Plan, it is important to know what version you are installing. All versions must be the same as dictated by your license file (PlanWin.PP).
If you are not aware of what version of Printer's Plan you are using, you can check by opening an existing installation of Printer's Plan
You can download the executable for each version of the program using the link below.
Installing Printer's Plan
Once you have the file downloaded, you will want to double click it to begin the installation
A popup will appear telling you introducing you to the installer, click next to proceed.
The next screen will license agreement for Printer's Plan, click the radio button to accept this agreement, and then click next.
After you have agreed to the license agreement you will be grated with the choose components screen.
Using the drop-down menu, select workstation from the list and click next.
The next step is deciding where you want to install Printer's Plan. By default it will install itself in a folder named Printer's Plan on the C: drive. You can change this if you like. Once you have established the install location, click install to install the program
Once this is done, Printers Plan will notify you that the installation is complete, click finish to complete the installation process.
Connecting to the database
Once you have installed Printers Plan, you will need to connect it to the database.
Doble click on the program open it up and be prompted to locate the database. 
Navigate to the network location of the database, you will be greeted with a network authentication prompt. It is asking for the username and password for the computer that holds the database. This needs to be done so the new workstation can log into that computer and use the database.
Once this workstation has the proper credentials, you will be able to navigate to the folder with the database. Select the file named PlanData.mdb and Printers Plan will remember that this is the location of the database.
Printer's Plan will automatically open as soon as the database has been selected.
Additional Setup after installing Printer's Plan
Optimizing Performance of the database engine
To get a faster response for the history you may want to make the following change to the registry on the computer.
In the Windows Search field, type regedit, and then press ENTER. This will open the registry editor window. In this window, browse to the following registry entry:
o HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Jet\4.0\Engines\Jet 4.0
· Change the MaxBufferSize from 0 to 50000 (Decimal).
Sending Email from Printer's Plan
If the ability to email out of Printer's Plan is required please follow these instructions in order to send emails using Printer's Plan:
There are 3 steps:
1. Check the default app settings within windows to see if their email client is set as a default email application.
2. Check the Printer security settings to see if the printer is accessible to Printer’s Plan
3. Setup the pdf printer within Printer’s Plan.
Note: If using Cloud-Hosted Printer’s Plan, Please do not use these instructions. The set up will be different.
1. Check the default app settings within windows to see if their email client is set as a default email application.
2019 Users: If using SMTP in Printer’s Plan to send Emails instead of Outlook, disregard Step 1 and proceed to Step 2.
1a.(On windows) Open up the taskbar menu and search for “Default app settings”, then open the best match.
1b. In the Default app settings, click on “Email”.
1c. In the next window, declare your default email application.
2. Check the Printer security settings to see if the printer is accessible to Printer’s Plan
2a. Open the Windows Start Bar and type in “Printer” and the selection Printers & Scanners should appear.
2b. Next , open the Printer you wish to edit and select manage then Printer Properties. Once here navigate to the Security Tab.
Once in the security tab you will make sure that the printer’s options are set to allow for user access.
Click Apply/OK to save these changes.
3. Setup the pdf printer within Printer’s Plan.
3a. Open Printer’s Plan and open the Print page by selecting the Jobs Tab and selecting an item in the directory.
3b. In the Print window, select Setup PDF.
3c. Follow the 2 step instructions that you are presented with. The first part will be selecting a printer. This should be your pdf printer. The second part should be choosing a file location. This should be where your invoice files are located.
Note: If using Adobe PDF Printer, you may need to click on more properties to determine where it saves your documents. This is usually defaulted to My Documents. Change this to the desired location.
3d. The last part is just testing to make sure it works. If it is not working then revisit the previous steps to make sure the steps were followed correctly.
Please let me know if you continue to have difficulty and I will reach out to assist you.
Comments
0 comments
Please sign in to leave a comment.