Flow of Settings for Operating with Local Device Authentication

This section describes the flow of settings for operating the Access Management System with local device authentication.

IMPORTANT
The steps that are required differ according to the system configuration. When operating with server authentication, see "Flow of Settings for Operating with Server Authentication."

1. Preparing the Device and Network Environment

Set the network environment and date/time settings, etc., of all devices to operate with the Access Management System, and register a System Manager ID in each device.

2. Enabling the AMS

Enable the AMS on all devices to operate with the Access Management System.

For more information, see the instruction manuals of the device.

3. Starting User Authentication

Start User Authentication in all devices that support AMS.

For more information, see the instruction manuals of the device.

4. Setting Security

Specify the security related settings, such as passwords and lockout policies.

For more information, see the instruction manuals of the device.

5. Specifying the Preferences of the Devices

Specify the preferences of all devices that support AMS.

Setting the User Authentication Method

Setting the Default Role for Registered Users

Setting the Login Method

Allowing Unregistered Users to Log In

Setting the Number of Users to Cache on the Login Screen

Retaining User Authentication Information with the Printer Driver

Prohibiting the Printing from Drivers without AMS Printer Driver Add-in

Setting Usage Restrictions for Remote Scanning/Cascade Copy

Adding a Device Signature When Forwarding Files

6.Managing Roles

Create/edit the custom roles and edit the guest roles, as necessary. Since roles can be imported/exported, they can be used in multiple devices.

Creating Custom Roles

Editing Custom Roles

Editing the [GuestUser] Role (Guest Role)

Deleting Custom Roles

Importing Roles

Exporting Roles

7.Managing Users

Register/edit the users that will use the device. Also register role names to apply to the user information. If a role name is not registered to a user, the role set in [Default Role] in the preferences of the devices is applied to that user. Since user information can be imported/exported, it can be used in multiple devices.

For more information, see the instruction manuals of the device.

IMPORTANT
When using the Department ID Management function in conjunction with the Access Management System, start the Department ID Management function and register the Department IDs after the Access Management System setup (the above operations) is complete. For information on the Department ID Management function, see the instruction manuals of the device. When using the Department ID Management function in conjunction with the Access Management System, the [Department ID] and [PIN] registered in the user information must match the [Department ID] and [PIN] registered in Department ID Management. If the information in Department ID Management changes due to device information delivery settings, etc., change the user information in accordance. To restrict printing from computers, it is necessary to add the AMS Printer Driver Add-in to the printer drivers installed in the computers, after the above operations are complete. For more information, see "Setting Up the Client Computers."

IMPORTANT

When using the Department ID Management function in conjunction with the Access Management System, start the Department ID Management function and register the Department IDs after the Access Management System setup (the above operations) is complete. For information on the Department ID Management function, see the instruction manuals of the device.

When using the Department ID Management function in conjunction with the Access Management System, the [Department ID] and [PIN] registered in the user information must match the [Department ID] and [PIN] registered in Department ID Management. If the information in Department ID Management changes due to device information delivery settings, etc., change the user information in accordance.

To restrict printing from computers, it is necessary to add the AMS Printer Driver Add-in to the printer drivers installed in the computers, after the above operations are complete. For more information, see "Setting Up the Client Computers."