The Printerpoint agent should be installed on a computer on your customer’s network. It does not need to be a print server, but it should have network access and be turned on most of the time. We recommend against installing the agent on a laptop.
3 Ways to Install: Install Locally (logged on to target machine), Send a download link email to your customer from the UI, Copy and Paste link into an email and send to customer.
Step 2: Install an agent
* Click on the customer's name you created in the previous step to bring up the Customer Details page, and then click the “Install an Agent” icon in the upper-right corner of the "Installed Agents" container.
* Choose how you would like to Install an agent.
- Install Agent on this computer (logged onto the target machine on your customer's network)
- Email Agent to Customer which generate an email through the Printerpoint UI and arrives in a nice, neat package with steps to follow for your customer or customer's IT team, for instance
- Copy/Paste the link generated in the "Printerpoint Agent Installation modal
B. When PrinterpointAgent.exe downloads, double-click to run it.
C. Follow the installation prompts to install the agent.
D. Once the agent is installed, the computer name will show up on the Customer Details page.
Have Your Customer Install The Agent:
What if you can't gain access to the target machine in your customer's location?
Alternatively, the Printerpoint Agent installation is simple enough that your customer can install it themselves if you don’t have access to their network. Choose the "Email Agent to Customer" option (Printerpoint will send an email directly from the UI) or choose to Copy/Paste the link into your own email.
Or, click the Email Agent to Customer button and create an email from directly inside the Printerpoint UI.
This URL will bring your customer to a description of Printerpoint and shows that it is customized for that particular customer.
Note: You can have multiple agents installed for a single customer. This is common in multi-office or multi-printer environments.
Also note: The Printerpoint agent should be downloaded directly from the customer section for the customer where it will be installed. The agent’s installer is customized every time you download it. If you use the same installer at multiple customers, all of their printers will show up under one customer.
Upgrading the Printerpoint Agent
With most new Printerpoint releases, the Agent running on your customers’ networks does not need to be updated. Occasionally, an update may be required to take advantage of some new features. Repeat the steps above as if you are Installing the Printerpoint Agent for the first time. Printerpoint will detect the previous version and ask for your OK to upgrade. Easy peasy.
To be clear: The older version should not be uninstalled, this will remove the configuration files and cause a duplicate entry in your list of agents.
Once the agent is installed, printers can be created in Printerpoint in two ways, through the Printer Discovery pane, or you can manually create a printer.
Auto-Failover Settings for Multiple Agents
We recommend installing multiple Printerpoint agents in environments where the computers may not be on the network 100% of the time. For example, if a server is unavailable, the agent may be installed on multiple workstations, even laptops. If one user turns off their computer, Printerpoint can automatically "failover" to another active agent on the same network so printer monitoring is not disrupted.
This setting is enabled by default. If you have multiple office locations for one customer, you may want to disable this feature to reduce network traffic in the event that an agent in office A starts communicating with a printer in office B. To disable it, click the checkbox next to "Switch printers to active agent if agent goes offline."