Self-service Portal Guide

The Self-service Portal is a tool where users can self-install their printers, alleviating the need for IT assistance. The portal installs both the printer and the associated driver with a simple click, and you're ready to start printing.

Requirements

To use the Self-service Portal you need the following information:

PrinterLogic client installed - The PrinterLogic client must be installed, and the associated browser extension installed and enabled to access the portal.

Self-service Portal URL — if you don’t have your company’s Self-service Portal URL, and you can’t access the Add Printers client option in your system tray or Start Menu, contact your IT admin.

Name / Location of your printer — The Self-service Portal shows the folders and printers available for you to install and, if configured, a map with your office layout and printer locations. If the printer you want to install is not listed or is not on the map contact your IT admin.

Access the Self-service Portal

Admins provide you with the portal URL to bookmark and use, but there are other methods for accessing the portal once you have the PrinterLogic client installed.

  • Click on the PrinterLogic icon in the System Tray/Tool Bar (Windows/Mac).
  • Click the Add Printer icon from the Start Menu (Windows).
    • Both of these options can be disabled. If the PrinterLogic client is installed, but you don't see these options or know the URL, contact your IT admin.

Screen menu with an arrow pointing to the PrinterLogic icon in the Windows system tray.

Installing Printers

Depending on how security is configured, you may only see specific folders or printers, but if there are multiple folders and you are unsure of where the printer is located, contact your IT admin.

  1. Select the folder.
  2. There are two options for installing printers.
    • Hover over the printer icon on the map and click the Install Printer button.
    • Click on the printer from the list.
  3. (Optional) In the pop-up, select the box for Set as Default Printer.

  4. Click Yes on the pop-up.

    Confirm Installation pop-up showing the name of the selected printer and the options for Install Yes / No, and the Set as default printer checkbox in the lower left.

  5. The printer may take 10 seconds or more while it installs the printer and driver.

  6. A final prompt occurs once the printer is installed, click OK.

    Notice window with a message stating that the printer was succesfully installed and an OK button in the lower right.

Self-service Portal with a folder selected, showing the folder map with one printer highlighted so it shows the Install Printer button, and printer information.

Once installed, the printer is ready for you to print.

The Self-service Portal Menu

The Menu drop-down in the upper right provides access to other features. Some options can be disabled, or only show if enabled, so not all options below may show in your portal.

Configurable menu options are:

  • Set Default Printer: Sets the default printer for the workstation.
  • Delete Printer: Removes a printer from the workstation.
  • View Installed Printers: Provides a list of installed printers.
  • Refresh Configurations: Triggers manual client check-in with instance.
  • Capture Printer Port/End Capture: Assign a TCP/IP printer to a port on your workstation.
    • This allows you to print documents using legacy applications on the specified port.
  • View Quota Status: Only visible if you are using Quota Management. It will show you what you have remaining of your assigned quota.
  • Pull Printing: Secure Print Settings, Print Job Management (Release Portal).
    • Secure Print Settings allow for adjustment of default printers and how the user is prompted for release.
    • Print Job Management The Release Portal is the web interface used to release Secure and Pull Print jobs.
  • Email Printing: Set Email Printer, Print Job Management (Release Portal).
    • Print Job Management The Release Portal is the web interface used to release Secure and Pull Print jobs.
    • Set Email Printer selects the printer to auto release email print jobs sent by the user.

Other options:

  • Refresh Configurations: Refreshes your PrinterLogic Client to the most up to date deployed printers, or other assigned admin settings.
  • Authentication: Manage Pin and Manage Badge for environments with CPA Badge or Pin authentication enabled.

Self-Service Portal view with an arrow pointing to the expanded right-side menu and the sub-options are highlighted.

The Release Portal

The Release Portal is only available if the environment is using the Pull Printing or Secure Release Printing features. The Release Portal is the web interface where held jobs are released to printers. If your company uses this feature, the Print Job Management option shows in the menu drop-down under the Pull Printing or Mobile Printing tab.

To access the Release Portal select the Print Job Management option from the menu drop-down. You can also add "/release" to the end of the Self-service Portal URL. The Release Portal displays all your held jobs. Delete or release held jobs by selecting the box next to the job, and click the Release or Delete button below the held jobs list.

Release Portal showing three pull print jobs and one secure print job held, and the Release and Delete buttons under each queue.