Setup Flow
The setup procedure differs according to the work you are in charge of.
People in Charge of Installing the Services of Canon Business Imaging Online and Managing Users
Person Installing Forms Services
Person Installing Print Services
Person Creating and Printing Forms
Person Creating Forms
Person Printing Forms
People in Charge of Installing the Services of Canon Business Imaging Online and Managing Users
The following setup procedure is for people in charge of all work. When the work for installing Forms Services and installing Print Services is assigned to separate people, both "Person Installing Forms Services" and "Person Installing Print Services" should be referred to so that work is not duplicated.
Required Privileges
Operational administrator privileges or administrator privileges for the Tenant
[Administrator] role and [User] role for Forms Services
The [User] role is required to actually create forms using selected/customized forms.
[Administrator] role and [User] role for Print Services
The [User] role is required to actually print stored forms.
1.
Preparations before Starting
System Requirements
Setting the Web Browser
2.
Applying for a Contract
Applying for a Contract
3.
Settings after Starting
Operational Administrator Settings
User Registration
4.
Preparations for Using Forms Services*1
Registering Forms
Registering a Trusted IP Address
Installing the Forms Services Application
5.
Settings after Starting a Contract*2
Issuing a Security Token
Setting Single Sign-On
6.
Preparations for Using Print Services*3
Preparing the MFPs
Preparing the SFPs
Preparing the Computers
Installing the Print Services Application (for MFP Devices)
Installing the Print Services Application (for SFP Devices)
Device Login Service Federation Settings
Register Device
Register My Printer
*1 This procedure is for the person in charge of form selection/customization.
*2 This procedure is for the person in charge of managing users that create forms and the person in charge of managing users that print forms.
*3 This procedure is for the person in charge of managing devices that use Print Services and managing users that print forms.
Person Installing Forms Services
This setup procedure is for the person in charge of selecting/customizing forms and managing users that create forms.
Required Privileges
Administrator privileges for the Tenant
[Administrator] role and [User] role for Forms Services
The [User] role is required to actually create forms for confirmation.
1.
Preparations before Starting
System Requirements
Setting the Web Browser
2.
Preparations for Using Forms Services
Registering Forms
Registering a Trusted IP Address
Installing the Forms Services Application
3.
Settings after Starting a Contract
Issuing a Security Token
Setting Single Sign-On
Person Installing Print Services
This setup procedure is for the person in charge of managing devices that use Print Services and managing users that print forms.
Required Privileges
Administrator privileges for the Tenant
[Administrator] role and [User] role for Print Services
The [User] role is required to actually print forms for confirmation.
1.
Preparations before Starting
System Requirements
Setting the Web Browser
2.
Settings after Starting a Contract
Setting Single Sign-On
3.
Preparations for Using Print Services
Preparing the MFPs
Preparing the SFPs
Preparing the Computers
Installing the Print Services Application (for MFP Devices)
Installing the Print Services Application (for SFP Devices)
Device Login Service Federation Settings
Register Device
Register My Printer
Person Creating and Printing Forms
This setup procedure is for the person that creates and prints forms.
Required Privileges
General user privileges for the Tenant
[User] role for Forms Services
[User] role for Print Services
1.
Preparations before Starting
System Requirements
Setting the Web Browser
2.
Preparations for Using Forms Services
Installing the Forms Services Application
Issuing a Security Token
3.
Preparations for Using Print Services
Preparing the Computers
Register My Printer
Person Creating Forms
This setup procedure is for a person that creates but does not print forms.
Required Privileges
General user privileges for the Tenant
[User] Role for Forms Services
1.
Preparations before Starting
System Requirements
Setting the Web Browser
2.
Preparations for Using Forms Services
Installing the Forms Services Application
Issuing a Security Token
Person Printing Forms
This setup procedure is for a person that prints but does not create forms.
Required Privileges
General user privileges for the Tenant
[User] role for Print Services
1.
Preparations before Starting
System Requirements
Setting the Web Browser
2.
Preparations for Using Print Services
Preparing the Computers
Register My Printer
» Setting Up Forms Services/Print Services » Setup Flow