Utilizing a Site Survey to Facilitate



CX3535 and CX4545

Color-MFP

Guidelines, Site Survey

and Checklist to

Facilitate a Successful

Delivery, Installation

and Setup

Table of Contents:

I. Installation Objectives

- What you need to know

II. Site Survey: What you need to know…

- Product Delivery

- Customer Profile

III. Functions of OKI National Service Team

IV. Setup Feature & Requirements

V. Standard Demonstration

VI. Special Feature Demonstration

VII. Additional Features and Functions

VIII. Site Survey Form

Preface:

In order to assist in a successful installation of your new OKI Networked product, we have developed an IT (Information Technology) Site Survey. It has been designed in an easy to use format that will allow you to fully evaluate your customer site and streamline the installation efforts. We highly recommend that you perform a site survey prior to the installation process so that you can be prepared before any network connectivity takes place and help ensure a positive delivery and installation experience.

I. Installation Objectives:

The purpose of this document is to:

Define all of the requirements related to product installation and setup.

Clearly understand the responsibilities related to delivery, installation, setup, and use of the product. This multi-function product has many capabilities that are dependent on proper location, power, networking, and other server requirements so your end user will be able to perform all necessary functions.

Checklist once this survey is complete:

Is the site survey completely filled out?

Is the Network properly configured and ready

for the unit to be connected?

What features are required by the customer for

this installation that may need configuration?

Scan to E-Mail

Scan to File

Faxing

Other?

II. Site Survey

Product Delivery*

The first page contains details about the customer location, environment and conditions that are invaluable to a successful delivery and installation of the unit. Please make sure this Page 1 is completed upon ordering and faxed to the designated number at the bottom of the page.

Customer Profile*

These supplemental pages are also very important to the success of setting up any designated features the customer wishes to have operational on the unit.

Note: If any of this information is not completed prior to the delivery and installation of the unit, it will cause undo delays in any of the service provided by OKI National Service or by the customer designated IT support team setting up the features of the unit.

* Reference “Site Survey” Attached Document.

III. Functions of OKI National Service Team

Installation Summary:

The delivery will be a pre-assembled unit arriving in a protective container and rolled into the designated location. It is important to know the environment and conditions of the destination so the delivery team can be properly prepared. So please complete first page of the Site Survey and fax as directed at the bottom of that page.

Upon delivery, the installation technician will then complete the setup of all hardware in the proper location, insure unit is fully operational, plug in any cables provided by the customer, and includes:

Set, level, and install copier and additional components as necessary

Calibrate the unit for best output

Confirm connectivity if applicable (local, network) *

Demonstrate proof of operation to customer: Copy / Print / Scan / (Fax)

* It is the responsibility of the Customer’s IT Support to supply connectivity to the device prior to the install.

Finally, the technician will assist in the consolidation and removal of the packaging.

Note: If there is a Finisher to be included, the Finisher Installation option must also be ordered.

Ongoing…

Your OKI National Service Team will be on location when you require warranty service. Furthermore, when you order a Install-Maintenance Kit for your unit, it will include the technician dispatch and installation of that maintenance kit.

Contact your dealer for any further information regarding how to get service, supplies or maintenance kits; or feel free to call 1-800-OKI-DATA.

IV. Setup Features & Requirements

As the supporting reseller, dealer, solution provider, or the supporting Customer IT group / vendor, please use the supplemental pages of the Site Survey to gather the necessary information in an organized format.

This form will contain the necessary information you will need to properly setup of the features of the unit including Network addressing, driver installation, e-mail setup and other functionality depending on the environment, customer needs and technical expertise.*

If there are any questions or difficulty in the setup of the product features, please use all the supplied documentation and CD’s supplied with the unit, and if that does not work you can contact Oki Data Support @1-800-OKI-DATA (800-654-3282), or if you’re an authorized dealer: 1-866-654-1725.

* We recommend that in order to meet customer expectations and needs, the necessary arrangements related to these activities should be made before installation of the unit takes place.

V. Standard Demonstration

There are standard functions required to be performed by the customer for simple use and replenishment of paper, toner and waste collection. These basics will be demonstrated to the customer as the final step to the OKI National Service Installation process.

Level 1 Demonstration:

Components: RADF (Reverse Automatic Document Feeder, Ports, Drawers, Paper Size Indicator, Covers, etc.

Demonstrate the inner components: Scan Glass, Charger & Slit Glass Cleaners, etc.

Demonstrate Control Panel Keys & Display Familiarity

Demonstrate procedure for install / replacing Toners (C M Y K)

Demonstrate procedure for install / replacing Waste Toner box

Demonstrate procedure for installing / replacing paper

Demonstrate procedure for locating / clearing a Paper Jam

VI. Special Feature Demonstration

Included in the extended OKI National Service Installation is the continued demonstration showing the customer how to access some of the key functions in the product. Once demonstrated you will be able to work with your IT support staff in having features you wish to have setup and therefore familiar to the customer.

Level 2 Demonstration (when purchased):

Demonstrate basic Copying Operation: Finishing Mode, Enlarge/Reduce, Duplex, etc.

Demonstrate basic Scan To Folder operation: Process Scan, Destination Folder, etc.

Demonstrate basic e-File Operation: Scan, Storage, Destination Box, etc.

Demonstrate basic Email Operation: Scan, Email, Destination Address, Settings, etc.

Demonstrate basic USB operation: Port Location, Settings, Preview, etc.

Demonstrate basic Fax Operation Option: Face-Up, Enter Fax No., Send, etc.

VII. Additional Features and Functions

If you plan on using any of the following features / functions of this product we recommend that you have or retain the services of an IT professional, depending on the resources available at the customer location.

Setup and / or Management of the following features / functions are not included with this product installation.

Descriptions and general settings for the following features / functions can be found in the MFP Management Guide provided with the product. Higher level administrator settings can be found in the Top Access Guide.

Please note that some general settings may be overridden by higher level settings in Top Access.

• Setup and Management of General Functions - such as device information and notifications, energy saver modes, print and copy calibrations, importing / exporting logs and address books, setup and management of department codes, authorizations, authentications, etc.

• Setup and Management of Copy Functions - such as initial settings and maintenance of defaults for copy jobs, department codes, copy limitations / restrictions, authorizations, authentications, etc.

• Setup and Management of Scan Functions - such as scan to email, scan to file, scan to e-file, scan to USB, authorizations, authentications, etc.

• Setup and Management of Print Functions - such as loading / configuration of print drivers, loading / configuration of print servers, authorizations, authentications, etc.

• Setup and Management of Fax Functions (Option) - such as setup / configuration of fax functions and / or address books, authorizations, authentications, etc.

• Setup and Management of E-mail Functions - such as setup / configuration of email, email servers, email address books, LDAP / LDAP servers, authorizations, authentications, etc.

• Setup and Management of e-Filing Functions - such as setup / configuration of public or private boxes, authentications, authorizations, etc.

• Setup and Management of Address Books for Fax / Email / LDAP - such as import / export of address books, setup / configuration of LDAP servers, setup / configuration of fax servers, authorizations, authentications, etc.

• Setup and Management of Network Functions – such as setup / configuration of initial network connectivity, setting / configuration of TCP/IP protocol (IPv4), HTTP network service, IPv6 protocol, Setting Ethernet speed, IPX/SPX protocol, LDAP services and filtering functions, NetWare settings, IPsec (IP security) settings, SMB protocol, AppleTalk protocol, authorizations, authentications, etc.

• Setup and Management of File Functions - such as local file setup / configuration / management, FTP file setup / configuration / management, authorizations, authentications, etc.

• Setup and Management of Internet Fax Functions - such as setup / configuration, fax drivers, fax servers, authorizations, authentications, etc.

• Setup and Management of Security Functions - such as data overwrite enabler, department codes, file access, email access, passwords, authorizations, authentications, etc.

• Setup and Management of Wireless (Option) and Bluetooth (Option) - such as setup / configuration of wireless features / functions or Bluetooth features / functions, authorizations, authentications, etc.

Site Survey CX3535/CX4545

Product Delivery:

To ensure proper delivery and setup of your product, the following information on this page must be provided when ordering your product:

Customer Information

Company Name: ________________________________________________________________________

Street Address: _________________________________________________________________________

City: _________________________________________________ State: _______ ZIP Code: __________

Contact: ____________________________________________ Position: ___________________________

Phone Number: __________________ Cell #: ___________________ Fax #: ______________________

E mail Address: _______________________________________________________________________

Your Name / Company: ___________________________________________________________________

Your Contact Information: __________________________________________________________

Product Delivery Information

Key Contact for Delivery: ________________________________ Title: _____________________________

Phone Number: ________________ Cell #: _________________ E mail: ___________________________

Acceptable hours for Delivery: [ ] 8am to 5pm [ ] Other Hours: ________________ (may not be available)

Temperature (65-85 F) and humidity (30-70%) requirements acceptable in room: [ ] Yes [ ] No

Network connections for equipment present - site specific: [ ] Yes [ ] No

Verify electrician installed correct power receptacle: [ ] Yes [ ] No

Additional Information:

Customer Profile:

The following pages are for supplemental information that will help the coordination of the IT Professional in completing the various setup features of the product. These are not included with the basic installation.

IT Information

On Site (In-House)

Key Contact: ___________________________________

Phone Number: _____________ Cell Phone #: _____________ Fax #: ______________

E mail Address: ___________________________________________

Additional Information:

Off Site (Out-Source)

Company Name: __________________________________________________________

Street Address: ___________________________________________________________

City: ______________________________ State: ___________ ZIP Code: ____________

Key Contact: ____________________________________ Position: _________________

Phone Number: _____________ Cell Phone #: _____________ Fax #: ______________

E mail Address: ___________________________________________

Additional Information:

Workstation OS Information

Please indicate the estimated number of workstations that will be using the multi-function printer, according to operating system.

Win Vista [ ] # of workstations

Win Vista 64 [ ] # of workstations

Win XP Pro [ ] # of workstations

Win XP Pro 64 [ ] # of workstations

Win XP Home [ ] # of workstations

Win 2000 Pro [ ] # of workstations

Win ME [ ] # of workstations

Win 9x [ ] # of workstations

Win NT [ ] # of workstations

Macintosh [ ] # of workstations

Terminal Emulators [ ] # of workstations

Other Name(s) [ ] # of workstations

Additional Information:

Network Environment

Please check all boxes that apply for your current network environment. IP address information for this section is not required, but does speed-up the installation process.

Topology/Cabling

Ethernet Direct Fiber Optic Token Ring

Wireless A Wireless B Wireless G Other:      

Additional Information:

Protocols

[ ] TCP/IP [ ] IPX/SPX [ ] AppleTalk [ ] NetBEUI [ ] Other:

Additional Information:

Server OS

[ ] Peer-to-Peer (no servers) [ ] Windows 2003 [ ] Windows 2003 SBE [ ] Windows 2000

[ ] Windows NT 4 [ ] Linux [ ] UNIX [ ] Macintosh

[ ] Novell Netware [ ] IBM (AS/400) [ ] Other:

DNS IP Addresses: [ ] Reverse Lookup enabled

LDAP IP Addresses: Search Root:

DHCP IP Addresses:

Additional Information:

Proposed Product(s)

Please provide us with RESERVED IP information for the multi-function printer that is to be networked. Subnet mask is required for all network connectivity, but gateway can be left-out if the multi-function printer does not need to go out to the Internet for any of its communications. These fields can only be left blank if machine is to be used as a USB or Parallel printer. See next section for options.

IP Address: _____._____._____

Subnet Mask: _____._____._____

Gateway: ________________ (If applicable)

Additional Information:

Installation Expectations

Network drops installed? [ ] Yes [ ] No [ ] N/A

Electrical Outlets Installed? [ ] Yes [ ] No

Is this a printer replacement? [ ] Yes [ ] No

Expected Connection [ ] Network [ ] Parallel [ ] USB

Other:

Cabling provided: [ ] Yes, I agree to provide all necessary cabling, including network, parallel, and USB.

[ ] No, please provide me all cabling and bill me applicably

Type of printing [ ] Server-based printing [ ] Direct IP printing

Scanning Options

There are three scanning options available with our equipment. Please note which scanning option you would like to use, if any, and fill-out any required information to go with it.

Scan to FTP? [ ] Yes [ ] No

FTP Address: Port: Login Required:

Scan to E-mail? [ ] Yes [ ] No

SMTP Address: Type (e.g., Exchange 2003):

[ ] Internal [ ] External/ISP Hosted [ ] Relay On [ ] Relay Off

Scan to Desktop [ ] Yes [ ] No Number of workstations that need software installed: _____

Scan to Network Folder [ ] Yes [ ] No

Path to Server? _______________________ Permissions: _____________________

User Names: _________________________ Passwords: ______________________

Other Information

Please Provide additional Information you feel would assist us in our site evaluation

-----------------------

□ Loading Dock: [ ] Yes [ ] No [ ] N/A

□ Ramp Required: [ ] Yes [ ] No [ ] N/A

□ Lift Gate Truck Needed: [ ] Yes [ ] No [ ] N/A

□ Double Door Entry: [ ] Yes [ ] No [ ] N/A

□ Elevator: [ ] Yes [ ] No [ ] N/A

If yes - Which Level: _____

□ Elevator Dimensions: ____________

□ Freight Elevator: [ ] Yes [ ] No [ ] N/A

If yes - Which Level: _____

Elevator Dimensions: ____________

□ Outside Steps: [ ] Yes [ ] No [ ] N/A

If yes - Width of Stairways: ______ inches

□ Inside Steps: [ ] Yes [ ] No [ ] N/A

If yes - Width of Stairways: ______ inches

□ Staircrawler Required: [ ] Yes [ ] No [ ] N/A

□ Minimum Door Opening Widths: ____ inches

□ Minimum Hallway Widths: ____ inches

□ Review service clearances:

Left _____ Right _____ Rear_____

Please Fax only this page upon completion to OKI CS Install Group: 1-856-222-5010

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