Create print queue grouping

Groupings are intended to group members (computers or users) to facilitate the mass installation of print queues on computers. When you create a grouping and associate it with a print queue, that queue will be installed on all members belonging to the grouping.

They can be created individually (available for computers and users) or via import (only available for users).

Instructions

1. Create the customer that will belong to the grouping, if it hasn't already been created

2. Install the DCA and Cloud Connector agent on the computers that will belong to the grouping

3. Enable and configure the print queue service rules for the respective customer

Create grouping individually

1. Go to the Print queues > Groupings menu

2. Click on the Create > Create grouping button in the top right corner

3. Enter the name that will identify the grouping

4. Enter a brief description of the purpose of the grouping, if you wish

5. Select the customer who will belong to the grouping

6. Select the type of member that will be linked to the grouping, for later inclusion

7. Click the Save and Open button to create the grouping and open its register

To complete the grouping's registration, link the members to it after creation, as instructed from step 8.

8. Click on the Members tab to insert the members into the grouping

9. Click on the Add button

10. Depending on the member you selected when creating the grouping (computers or users), click:
    - All computers: will create a member with all the customer's computers registered on the portal (existing and future). Once you have chosen this option, click Confirm to add the member.
    - Specific computers: a side tab will open to select the customer's specific computers registered on the portal. Select the computers you want and click the Add button to add the computers and remain on the add screen or the Add and Close button to add the computers and return to the register.
    - All users: will create a member with all the customer's users registered on the portal (existing and future). Once you have chosen this option, click Confirm to add the member.
    - Specific users: a side tab will open to select the customer's specific users registered on the portal. Select the users you want and click the Add button to add the users and remain on the add screen or the Add and Close button to add the users and return to the register.

The same user or computer can be added to multiple groupings simultaneously.

11. Install the print queue in the desired groupings

Import groupings in bulk (CSV)

One or more groupings with several users from the same customer can be imported and registered/updated in the NDD Orbix portal at once.

1. Go to the Print queues > Groupings menu

2. Click on the Create > Import file button in the top right-hand corner

3. Download the CSV file template

4. Fill in the CSV file, which has the following structure:

You can use a file with previously registered groupings, without having to delete them in order to perform a new import. When importing this file:

• if the grouping and/or user are not yet registered, they will be created

• if there is already a grouping registered with the member all users, only new users linked to the same customer will be registered, if they are not already registered, as the new users will already be automatically linked to the grouping

• if there is already a grouping registered with the specific users member, the new users, if any, will be linked to it

• if there is already a grouping registered with the same users, nothing will be changed

• if there is already a grouping registered with the same name but a different description, this data will be updated according to the new import; if the description is blank, the data will not be changed

• if there is already a user registered with the same customer, logon and domain, but with different full name and/or e-mail data, this data will be updated according to the new import; if the full name and/or e-mail are blank, the data will not be changed

5. Save the CSV file

6. Select the customer you want to link to the groupings

7. Select or drag the CSV file
   The maximum file size allowed is 40mb.

8. Click the Apply button

If there is incorrect data in the file, only groupings with the correct information will be registered. The portal will indicate the lines with incorrect data, allowing you to identify and correct the errors before proceeding with a new import.

9. Install the print queue in the desired groupings

New users registered from the import of a grouping will be listed in the Print queues > Users menu.

When you install a print queue in a grouping, all members (computers or users) will receive this queue. When new members are added to the grouping, the print queues will automatically be installed on them. If members are removed from the grouping, the associated print queues will be uninstalled from those members' computers.

To view the print queues associated with a grouping, access the properties of the desired grouping and click on the Print queues tab. Clicking on the name of the print queue will take you to its registration page.

To edit or delete a grouping, go to Edit or delete records.

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