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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