Add a Microsoft Universal Print source

Complete this procedure to create Microsoft Universal Print sources. Documents received by the specified Microsoft Universal Print Platform will be routed to Output Manager.

1. In the Sources tree, right-click the source group (folder) where you want to add sources and click New Source.
   This opens the Add Source dialog box.
2. In the Type list, select Microsoft Universal Print.
3. Click OK.
4. Configure the general settings.
   1. Enter the source Name.
   2. In the Server list, click the Output Manager server where the Output Manager Input Service is located for this source.
      The source does not have to be on the same server as the Output Manager Input Service.
   3. Enter any Comments or Location information for the source.
   4. Optional: To change the large source image that displays when configuring a single source, you can click Select Image and choose the appropriate image file (BMP, JPEG, or PNG).
      The selected image will be compressed and scaled to 96x96 pixels. Changing this image will not change the smaller image that displays or the image that displays in the source tree. To change the image back to the default, click Reset Image.
5. Complete the Universal Print settings.
   1. Select a URL from the list. It contains the Microsoft Entra ID Universal Print applications created in Configuration Assistant. Clicking Refresh refreshes the list of Universal print integration service URLs available.
   2. Enter the Interval to check the selected Microsoft Entra ID Universal Print application for files in minutes.
   3. Click Apply and sign in with an account from the domain that was used to create the Microsoft Entra ID Universal Print application.
6. Configure the document properties that will be applied to all documents received by the source.
   Determine if you want to use advanced document properties. Advanced document properties facilitate the setting of document properties from multiple sources. This is a complex feature that only advanced users and professional service engineers should configure.

   To	Do this
   Use advanced document properties	Select Use advanced document properties. This enables the advanced document properties profile list. Select the default profile or an existing profile. To configure document profiles, see the Configuring document property profiles topic.
   Not use advanced document properties	If you do not want to use advanced document properties, leave the check box disabled and configure the following: Select the Document owner. This user will be the owner of all documents received using this source. Click the browse button (...) to select a user. Configure the document properties by entering property values directly in the grid. All of the available property values are listed and grouped into categories. Expand the appropriate category by clicking the arrow next to the category name. The first node level in the category determines the print preferences for the properties it contains. On the print preference node, click in the Mode column and configure how the property should be applied when a document is sent to a destination. Select Always Apply to always apply the specified property value. Select Informational Only to use the value for informational purposes only. In the Value column, click in the grid cell to specify the document property value.

7. Configure options on the More settings tab.
   1. Determine if you want all documents received by this source to be in the Hold state as they enter the Output Manager Console.
      This option is disabled by default.
   2. Determine if you want to disable business rule processing for all documents received by this source as they enter the Output Manager Console.
      This option is disabled by default.
   3. Assign a document folder for all documents received by this source as they enter the Output Manager Console. The default document folder is Un-Filed Documents.
   4. To create profiles and enter costs associated with printing, use advanced costing.
      If you do not select this option, you can specify only the cost per page for printing.
   5. Determine if you want to send a notification when a document arrives, prints successfully, prints on failover destination, or is in error state.
      The notification can be sent as an email message or pop-up. You can select an existing profile in the list or create one from the Notification Profile dialog box.

      • To create a profile during single source configuration, click New.
      • To create during multiple source configuration, click the browse button (...).

   The Document analysis, and Set file store settings are disabled for Microsoft Universal Print.

8. Configure the following output settings.
   1. Use the Schedule output option to specify the date and time all documents received by this source will print.
      You can choose to print the documents today, on a specific day, or in the future. You can also choose to print as soon as possible, at a specific time, or in the future.
   2. Use the Route to destination option to specify a destination where all documents received by this source can be routed.
      Click the browse button (...) to select one or more destinations in the tree. Use the Shift and Ctrl keys to select multiple destinations. Destination groups cannot be selected. This option is set to Unrouted by default.
   3. To override the default auto-delete settings for all documents received by this source select the Override default auto-delete settings check box and configure the delete options as necessary.
   4. Select the appropriate output process.
      Output processes can be created to impact documents as they are being sent to a destination. The processes contain a set of actions which could be used for search and replace, setting finishing options, editing PJL commands, inserting overlays, and so on. You can select an existing process in the list or create one using the Process Designer Utility. To create a process during single source configuration, click New. To create during multiple source configuration, click the browse button (...).
   5. Select the appropriate failover profile.
      Failover profiles specify what should happen to documents when they are sent to inaccessible destinations (they are not able to receive documents). You can select an existing profile in the list or create one from the Failover Profile dialog box. To create a profile during single source configuration, click New. To create during multiple source configuration, click the browse button (...).
   The Set retention period settings are disabled for Microsoft Universal Print.
9. Click OK.