Setup Flow - Forms Services/Print Services User's Guide (Administrator)

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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