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Your First ScrewDrivers Pro/Enterprise Deployment

Welcome to ScrewDrivers Pro and Enterprise! This tutorial walks you through your first complete deployment, from database setup through admin console configuration. By the end, you'll have a fully functional print and scan management system.

What You'll Learn

By completing this tutorial, you'll have:

  • Set up the SQL database for ScrewDrivers
  • Installed the Admin Console for centralized management
  • Configured your first Print Server
  • Created printer assignments and profiles
  • Successfully tested print job routing
  • Gained understanding of the Pro/Enterprise architecture

What You'll Need

Before starting, make sure you have:

  • SQL Server instance (SQL Server 2016 or later, including SQL Express)
  • Windows Server for Admin Console and Print Server (2016 or later)
  • Administrator access to servers and SQL
  • Test workstation or virtual session for client testing
  • At least 2-3 printers available for configuration
  • Basic Windows and SQL administration skills
  • About 2 hours to complete the tutorial

Prerequisites

This tutorial assumes you're familiar with:

  • Installing Windows applications and services
  • Basic SQL Server administration (creating databases, users)
  • Windows Active Directory fundamentals
  • Network printing concepts

If you're new to SQL Server, don't worry—we'll walk through exactly what you need.

Tutorial Overview

We'll build your print management infrastructure step by step. The Pro and Enterprise editions use a centralized database and web-based admin console, which gives you much more power than Essentials.

What We'll Build Together

You'll create a complete enterprise print management system:

  1. Database Setup - Create the SQL database that stores all configuration
  2. Admin Console Installation - Install the web-based management interface
  3. Print Server Configuration - Set up your first print server
  4. Printer Profiles - Create reusable printer configurations
  5. User Assignments - Connect users to printers intelligently
  6. Client Deployment - Install and test the client application
  7. Validation - Print test jobs and verify everything works

By the end, you'll have a working system that scales to hundreds or thousands of users.

Understanding the Architecture

Before we start installing, let's understand what makes Pro/Enterprise different from Essentials.

The Components

SQL Database The central repository for all configuration, assignments, and reporting data. Everything is stored here, not in local configuration files.

Admin Console A web-based management interface that connects to the database. You can manage your entire environment from any browser.

Print Server(s) One or more servers that handle print job routing. They read configuration from the database and route jobs to physical printers.

Client Applications Lightweight clients on workstations or sessions that intercept print jobs and send them to Print Servers.

Scan Servers (Optional) Servers that handle scan job routing for network scanners.

Why This Architecture Matters

This design enables:

  • Centralized management - One place to configure everything
  • Scalability - Add Print Servers as you grow
  • Reporting - Track all print activity in the database
  • High availability - Multiple Print Servers for redundancy
  • Advanced features - Sophisticated routing rules, printer profiles, detailed analytics

Step 1: Set Up the SQL Database

The database is the foundation of everything, so we'll start here.

Create the Database

  1. Open SQL Server Management Studio (SSMS)
  2. Connect to your SQL Server instance
  3. Right-click Databases → New Database
  4. Name it ScrewDrivers (you can use a different name if you prefer)
  5. Set appropriate initial size (1GB is fine to start)
  6. Click OK to create the database

The database is now ready, but it's empty. The Admin Console installer will create the schema.

For better security, create a dedicated SQL user for ScrewDrivers:

  1. Right-click Security → Logins → New Login
  2. Enter login name: ScrewDriversService
  3. Choose SQL Server authentication
  4. Set a strong password and save it securely
  5. Uncheck "Enforce password policy" (for service accounts)
  6. Under User Mapping, select the ScrewDrivers database
  7. Assign roles: db_owner (Admin Console needs this for schema creation)
  8. Click OK

Alternatively, you can use Windows Authentication with a domain service account.

Verify Database Access

Test the connection before proceeding:

  1. Open a new query window in SSMS
  2. Connect using the ScrewDrivers user (if you created one)
  3. Run: SELECT @@VERSION
  4. Verify it executes without errors

Success checkpoint: You have a working SQL database ready for ScrewDrivers.

Step 2: Install the Admin Console

The Admin Console is your central management interface. It's a web application that runs on IIS.

Verify Prerequisites

The Admin Console needs:

  • IIS (Internet Information Services)
  • .NET Framework (version depends on ScrewDrivers version)
  • Access to SQL Server from the web server

Let's verify IIS is installed:

  1. Open Server Manager
  2. Check if Web Server (IIS) role is installed
  3. If not, add it via Add Roles and Features
  4. Enable ASP.NET features during IIS installation

Download and Install

  1. Log into the Tricerat Support Portal
  2. Download the Admin Console installer for your edition
  3. Run the installer with administrator privileges
  4. When prompted, enter database connection:
    • Server: Your SQL Server hostname or IP
    • Database: ScrewDrivers (or your database name)
    • Authentication: SQL or Windows (match what you configured)
    • Username/Password: If using SQL authentication
  5. Choose IIS site settings (default is usually fine)
  6. Complete the installation

The installer will:

  • Create the database schema (tables, views, stored procedures)
  • Install the web application in IIS
  • Configure application pool settings
  • Create initial administrative user

First Login

  1. Open a web browser
  2. Navigate to http://your-server/ScrewDriversAdmin (or the URL the installer specified)
  3. Log in with the default credentials (installer will show these)
  4. You should see the admin console dashboard

Important: Change the default administrative password immediately after first login!

Explore the Interface

Take a moment to look around:

  • Dashboard - Overview of your environment
  • Print Servers - Manage Print Servers
  • Printers - Configure available printers
  • Entities - Users, groups, and organizational units
  • Assignments - Connect users to printers
  • Profiles - Reusable printer configurations
  • Reports - Print activity analytics

Don't worry about understanding everything yet—we'll use these features as we progress.

Success checkpoint: The Admin Console is installed and accessible.

Step 3: Install Your First Print Server

Now let's install the Print Server that will actually route print jobs.

Download the Print Server

  1. Return to the Tricerat Support Portal
  2. Download the Print Server installer for Pro/Enterprise
  3. Save it to your Windows Server (this can be the same server as Admin Console or different)

Run the Installation

  1. Launch the installer
  2. When prompted for database connection, enter:
    • Same connection details you used for Admin Console
    • The Print Server reads its configuration from the database
  3. Complete the installation
  4. The service starts automatically

Register in Admin Console

The Print Server needs to be registered:

  1. Return to the Admin Console
  2. Navigate to Print Servers
  3. You should see your new Print Server listed
  4. Click on it to view details
  5. Verify status shows "Online"

If it doesn't appear, check:

  • Print Server service is running
  • Database connection is correct
  • Firewall allows communication between Print Server and database

Success checkpoint: Print Server is installed, registered, and online.

Step 4: Configure Your First Printer

Let's add a printer that ScrewDrivers can manage.

Add a Printer in Windows

First, ensure you have a printer installed on your Print Server:

  1. Open Devices and Printers on the Print Server
  2. Add a printer if you don't have one already
  3. Note the exact printer name (e.g., "HP LaserJet Office Floor 3")

For this tutorial, any working printer is fine—physical, network, or even a virtual PDF printer.

Create a Printer Profile

Printer profiles define how printers behave. They're reusable configurations:

  1. In Admin Console, navigate to Profiles → Printer Profiles
  2. Click Create New Profile
  3. Name it "Standard Office Printer"
  4. Configure settings:
    • Duplex: Two-sided printing
    • Color: Black and white default
    • Paper: Letter/A4
    • Quality: Normal
  5. Save the profile

You can create multiple profiles for different needs (color printing, high quality, draft mode, etc.).

Add the Printer

Now register the printer in ScrewDrivers:

  1. Navigate to Printers → Add Printer
  2. Select your Print Server from the dropdown
  3. Choose the Windows printer you installed earlier
  4. Give it a friendly name (users will see this)
  5. Assign the printer profile you just created
  6. Enable the printer
  7. Save

The printer is now known to ScrewDrivers and ready for assignment.

Success checkpoint: You have a printer configured with a profile.

Step 5: Create Your First Assignment

Assignments connect users to printers. Let's create a simple assignment.

Understand Assignments

In Pro/Enterprise, you can assign printers based on:

  • Users - Specific individuals
  • Groups - Active Directory groups
  • Organizational Units - Entire OUs
  • Locations - Physical sites or offices
  • Sessions - Specific session types (Citrix, RDS, etc.)

For this tutorial, we'll create a simple user-based assignment.

Create the Assignment

  1. Navigate to Assignments
  2. Click Create New Assignment
  3. Select Entity Type: User
  4. Search for and select a test user from Active Directory
  5. Add printers:
    • Select your configured printer
    • Set as default printer
  6. Save the assignment

Now when that user logs in, they'll automatically get this printer as their default.

Understand Priority

If a user matches multiple assignments, priority determines which applies. Lower numbers = higher priority.

Success checkpoint: You've created an assignment connecting a user to a printer.

Step 6: Deploy and Test the Client

Time to install the client and test actual printing.

Install the Client

  1. Download the client installer from Tricerat Support Portal
  2. Run it on a test workstation (or in a virtual session)
  3. When prompted for Print Server, enter your server address
  4. Complete installation
  5. Restart if prompted

Test User Login

  1. Log in as the test user you created the assignment for
  2. Open Devices and Printers
  3. You should see your assigned printer appear automatically
  4. Verify it's set as default (if you configured it that way)
  1. Open Notepad
  2. Type: "My first ScrewDrivers Pro/Enterprise print job!"
  3. Print using the ScrewDrivers-provided printer
  4. The job should print to your physical printer

Monitor in Admin Console

Watch what happened:

  1. Return to Admin Console
  2. Navigate to Reports → Print Jobs
  3. You should see your test print job logged
  4. View details: user, printer, time, page count, etc.

This is the power of Pro/Enterprise—every print job is tracked.

Success checkpoint: You've successfully printed through ScrewDrivers with centralized management!

Step 7: Understanding What You Built

Let's review the system you just created.

The Complete Architecture

Test Workstation          SQL Database          Print Server          Physical Printer
┌─────────────────┐ ┌─────────────┐ ┌──────────────┐ ┌─────────────┐
│ Application │ │ │ │ │ │ │
│ ↓ │ │ Config & │ │ │ │ │
│ ScrewDrivers │─────→│ Assignments │←──────│ Print Server │─────→│ Printer │
│ Client │ │ │ │ │ │ │
└─────────────────┘ └──────┬──────┘ └──────────────┘ └─────────────┘

┌──────┴──────┐
│ │
│ Admin │
│ Console │
│ │
└─────────────┘

Everything is centralized:

  • Configuration stored in SQL
  • Management through web console
  • Print Servers read config from database
  • Clients connect to Print Servers
  • All activity logged for reporting

Key Differences from Essentials

Essentials:

  • Configuration files on each Print Server
  • No web interface
  • No centralized reporting
  • Limited scalability

Pro/Enterprise:

  • Database-driven configuration
  • Web-based admin console
  • Comprehensive reporting
  • Scales to thousands of users
  • High availability options
  • Advanced assignment rules

Next Steps

Congratulations! You've deployed ScrewDrivers Pro/Enterprise and understand the core architecture. You're ready to expand.

Continue Learning

Next tutorials:

Expand Your Deployment

Ready to move beyond testing?

  • Add more Print Servers for redundancy and load balancing
  • Create printer profiles for different business needs
  • Configure group-based assignments for department-specific printers
  • Explore reporting to understand print usage
  • Set up scanning if you have network scanners

Get Help

If you encounter issues:

What You Accomplished

Take a moment to appreciate what you built:

✅ Set up enterprise-grade SQL database infrastructure ✅ Installed and configured the Admin Console ✅ Deployed your first Print Server ✅ Created printer profiles for consistent behavior ✅ Built user-to-printer assignments ✅ Successfully printed and tracked jobs centrally ✅ Understood Pro/Enterprise architecture

You now have the foundation for enterprise print management. Welcome to centralized, scalable, intelligent print infrastructure!