User Guide - EFI

EFI Balance
SERVER & CONTROLLER SOLUTIONS
User Guide

© 2004 Electronics for Imaging, Inc. The information in this publication is covered
under Legal Notices for this product.
45047815
17 December 2004

3
LEGAL NOTICES
Patents
This product documentation is protected by copyright, and all rights are reserved. No part of it may be
reproduced or transmitted in any form or by any means for any purpose without express prior written
consent from Electronics for Imaging, Inc. (“EFI”), except as expressly permitted herein. Information
in this document is subject to change without notice and does not represent a commitment on the part
of EFI.
This product documentation is provided in conjunction with the EFI software (“Software”) and any
other EFI product described in this documentation. The Software is furnished under license and may
only be used or copied in accordance with the terms of the Software License Agreement set forth below.
This product may be covered by one or more of the following U.S. Patents:
4,716,978, 4,828,056, 4,917,488, 4,941,038, 5,109,241, 5,170,182, 5,212,546, 5,260,878,
5,276,490, 5,278,599, 5,335,040, 5,343,311, 5,398,107, 5,424,754, 5,442,429, 5,459,560,
5,467,446, 5,506,946, 5,517,334, 5,537,516, 5,543,940, 5,553,200, 5,563,689, 5,565,960,
5,583,623, 5,596,416, 5,615,314, 5,619,624, 5,625,712, 5,640,228, 5,666,436, 5,745,657,
5,760,913, 5,799,232, 5,818,645, 5,835,788, 5,859,711, 5,867,179, 5,940,186, 5,959,867,
5,970,174, 5,982,937, 5,995,724, 6,002,795, 6,025,922, 6,035,103, 6,041,200, 6,065,041,
6,112,665, 6,116,707, 6,122,407, 6,134,018, 6,141,120, 6,166,821, 6,173,286, 6,185,335,
6,201,614, 6,215,562, 6,219,155, 6,219,659, 6,222,641, 6,224,048, 6,225,974, 6,226,419,
6,238,105, 6,239,895, 6,256,108, 6,269,190, 6,271,937, 6,278,901, 6,279,009, 6,289,122,
6,292,270, 6,299,063, 6,310,697, 6,321,133, 6,327,047, 6,327,050, 6,327,052, 6,330,071,
6,330,363, 6,331,899, 6,340,975, 6,341,017, 6,341,018, 6,341,307, 6,347,256, 6,348,978,
6,356,359, 6,366,918, 6,369,895, 6,381,036, 6,400,443, 6,429,949, 6,449,393, 6,476,927,
6,490,696, 6,501,565, 6,519,053, 6,539,323, 6,543,871, 6,546,364, 6,549,294, 6,549,300,
6,550,991, 6,552,815, 6,559,958, 6,572,293, 6,590,676, 6,606,165, 6,633,396, 6,636,326,
6,643,317, 6,647,149, 6,657,741, 6,662,199, 6,678,068, 6,707,563, 6,741,262, 6,748,471,
6,753,845, 6,757,436, 6,757,440, RE33,973, RE36,947, D341,131, D406,117, D416,550,
D417,864, D419,185, D426,206, D439,851, D444,793.
Trademarks
Auto-Count, ColorCal, ColorWise, Command WorkStation, DocBuilder Pro, EDOX, EFI, Fiery,
the Fiery logo, Fiery Driven, the Fiery Driven logo, Fiery Spark, MicroPress, OneFlow, Printcafe,
PrinterSite, PrintMe, Prograph, Proteus, RIP-While-Print, Splash, and Spot-On are registered
trademarks of Electronics for Imaging, Inc. in the U.S. Patent and Trademark Office and/or certain
other foreign jurisdictions. Bestcolor is a registered trademark of Best GmbH in the U.S. Patent and
Trademark Office.
ADS, AutoCal, Balance, Build, Digital StoreFront, DocStream, Fiery Link, Fiery Prints, FreeForm,
Hagen, Intelligent Device Management, Logic, PrintFlow, PrintSmith, PrintSmith Site, PSI, PSI Flexo,
RIPChips, Scan, SendMe, VisualCal, WebTools, the EFI logo, the Fiery Prints logo, and Essential to
Print are trademarks of Electronics for Imaging, Inc. Best, the Best logo, Colorproof, PhotoXposure,
Remoteproof, and Screenproof are trademarks of Best GmbH.
All other terms and product names may be trademarks or registered trademarks of their respective
owners, and are hereby acknowledged.

4
Legal Notifications
FCC Information
APPLE COMPUTER, INC. (“APPLE”) MAKES NO WARRANTIES, EXPRESS OR
IMPLIED, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, REGARDING
THE APPLE SOFTWARE. APPLE DOES NOT WARRANT, GUARANTEE, OR MAKE ANY
REPRESENTATIONS REGARDING THE USE OR THE RESULTS OF THE USE OF THE
APPLE SOFTWARE IN TERMS OF ITS CORRECTNESS, ACCURACY, RELIABILITY,
CURRENTNESS, OR OTHERWISE. THE ENTIRE RISK AS TO THE RESULTS AND
PERFORMANCE OF THE APPLE SOFTWARE IS ASSUMED BY YOU. THE EXCLUSION
OF IMPLIED WARRANTIES IS NOT PERMITTED BY SOME STATES. THE ABOVE
EXCLUSION MAY NOT APPLY TO YOU.
IN NO EVENT WILL APPLE, ITS DIRECTORS, OFFICERS, EMPLOYEES OR AGENTS BE
LIABLE TO YOU FOR ANY CONSEQUENTIAL, INCIDENTAL, OR INDIRECT DAMAGES
(INCLUDING DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION,
LOSS OF BUSINESS INFORMATION, AND THE LIKE) ARISING OUT OF THE USE OR
INABILITY TO USE THE APPLE SOFTWARE, EVEN IF APPLE HAS BEEN ADVISED OF
THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME STATES DO NOT ALLOW THE
EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL
DAMAGES, THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. Apple’s liability to you
for actual damages from any cause whatsoever, and regardless of the form of the action (whether in
contract, tort [including negligence], product liability, or otherwise), will be limited to $50.
PANTONE ® Colors displayed in the Software or in the documentation may not match PANTONEidentified
standards. Consult current PANTONE Color Publications for accurate color. PANTONE ®
and other Pantone, Inc. trademarks are the property of Pantone, Inc. © Pantone, Inc., 2001. Pantone,
Inc. is the copyright owner of PANTONE color data and/or software.
This product includes software developed by the Apache Software Foundation (www.apache.org).
WARNING: FCC Regulations state that any unauthorized changes or modifications to this equipment
not expressly approved by the manufacturer could void the user’s authority to operate this equipment.
Refer to the Class Compliance sticker affixed to the back of your Fiery (or, in the case of embedded
systems, to the sticker affixed to the print engine) to identify the appropriate classification (A or B,
below) for this product.
Class A Compliance
This equipment has been tested and found to comply with the limits for a Class A digital device,
pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection
against harmful interference when the equipment is operated in a commercial environment. This
equipment generates, uses, and can radiate radio frequency energy and, if not installed and used
in accordance with the instruction manual, may cause harmful interference to radio communications.
Operation of this equipment in a residential area is likely to cause interference, in which case the user
will be required to correct the interference at his own expense.
Industry Canada Class A Notice
This Class A digital apparatus complies with Canadian ICES-003.
Avis de Conformation Classe A de l’Industrie Canada
Cet appareil numérique de la Classe A est conforme à la norme NMB-003 du Canada.

5
Class B Declaration of Conformity
This equipment has been tested and found to comply with the limits for a Class B digital device,
pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against
harmful interference in a residential installation. This equipment generates, uses, and can radiate radio
frequency energy and, if not installed and used in accordance with the instructions, may cause harmful
interference to radio communications. However, there is no guarantee that interference will not occur in
a particular installation.
If this equipment does cause harmful interference to radio or television reception, which can be
determined by turning the equipment off and on, the user is encouraged to try to correct the
interference by one or more of the following measures:
Reorient or relocate the receiving antenna.
Increase the separation between the equipment and receiver.
Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
Consult the dealer or an experienced radio/TV technician for help.
In order to maintain compliance with FCC regulations, shielded cables must be used with this
equipment. Operation with non-approved equipment or unshielded cables is likely to result in
interference to radio and TV reception. The user is cautioned that changes and modifications made
to the equipment without the approval of the manufacturer could void the user’s authority to operate
this equipment.
Industry Canada Class B Notice
This Class B digital apparatus complies with Canadian ICES-003.
Avis de Conformation Classe B de l’Industrie Canada
Cet appareil numérique de la Classe B est conforme à la norme NMB-003 du Canada.
RFI Compliance Notice
This equipment has been tested concerning compliance with the relevant RFI protection requirements
both individually and on a system level (to simulate normal operation conditions). However, it is
possible that these RFI Requirements are not met under certain unfavorable conditions in other
installations. It is the user who is responsible for compliance of his particular installation.
Dieses Gerät wurde sowohl einzeln als auch in einer Anlage, die einen normalen Anwendungsfall
nachbildet, auf die Einhaltung der Funkentstörbestimmungen geprüft. Es ist jedoch möglich, dass die
Funkentstörbestimmungen unter ungünstigen Umständen bei anderen Gerätekombinationen nicht
eingehalten werden. Für die Einhaltung der Funkentstörbestimmungen einer gesamten Anlage, in
der dieses Gerät betrieben wird, ist der Betreiber verantwortlich.
Compliance with applicable regulations depends on the use of shielded cables. It is the user who is
responsible for procuring the appropriate cables.
Die Einhaltung zutreffender Bestimmungen hängt davon ab, dass geschirmte Ausführungen benützt
werden. Für die Beschaffung richtiger Ausführungen ist der Betreiber verantwortlich.
CE Marking (Declaration of Conformity)
This product complies with the following EU directives: 89/336/EEC, 73/23/EEC, and 93/68/EEC
directives. This declaration is valid for the area of the European Union.

6
SOFTWARE LICENSE AGREEMENT
PLEASE READ THIS SOFTWARE LICENSE AGREEMENT (“LICENSE AGREEMENT”)
CAREFULLY. THIS LICENSE AGREEMENT IS A LEGAL AGREEMENT BETWEEN YOU
AND ELECTRONICS FOR IMAGING, INC. (“EFI”) REGARDING THE EFI SOFTWARE
(“SOFTWARE”). BY INSTALLING, COPYING OR OTHERWISE USING THE SOFTWARE,
YOU AGREE TO BE BOUND BY THIS LICENSE AGREEMENT. IF YOU DO NOT AGREE,
DO NOT INSTALL, COPY, OR OTHERWISE USE THE SOFTWARE AND YOU MAY
RETURN THE UNUSED SOFTWARE, WITH PROOF OF PAYMENT, FOR A FULL REFUND
TO THE PLACE OF PURCHASE WITHIN THIRTY (30) DAYS OF THE PURCHASE DATE.
License
EFI grants you a limited, non-exclusive license to use the Software solely in accordance with the terms
and conditions of this License Agreement, solely as specified in the EFI product documentation,
and solely with the product(s) specified in the EFI product documentation (“Product(s)”).
The term “Software” as used in this License Agreement shall mean the EFI software and all
documentation, downloads, on-line materials, bug fixes, patches, releases, release notes, updates,
upgrades, technical support materials, and information regarding the EFI software. The terms and
conditions of this License Agreement shall apply to and govern your use of any such item to the extent
that EFI does not provide a separate or additional written license agreement for such item.
The Software is licensed, not sold. You may use the Software solely for the purposes described in the EFI
product documentation. You may not rent, lease, sublicense, lend, or otherwise distribute the Software
or use the Software in any time sharing, service bureau, or similar arrangement.
You may not make or have made, or permit to be made, any copies of the Software or portions thereof,
except one (1) backup or archive copy for the purposes permitted in this License Agreement; provided,
however, that under no circumstances may you make or have made, or permit to be made, any copies of
any portion of the Software that is included on any portion of the controller board or hardware of a
product. You agree not to localize, translate, disassemble, decompile, decrypt, reverse engineer, discover
the source code of, modify, create derivative works of, or in any way change any part of the Software.
Intellectual Property Rights
You acknowledge and agree that all rights, title, and interest, including all intellectual property rights, in
and relating to the Software, all EFI Products, and all copies, modifications, and derivative works
thereof, are solely owned by and shall remain with EFI and its suppliers. Except for the express limited
license granted in this License Agreement, no right or license of any kind is granted. You receive
no rights or license under any patents, copyrights, trade secrets, trademarks (whether registered or
unregistered), or other intellectual property. You agree not to adopt, register, or attempt to register any
EFI trademark or trade name or any confusingly similar mark, URL, internet domain name, or symbol
as your own name or the name of your affiliates or products, and agree not to take any other action
which impairs or reduces the trademark rights of EFI or its suppliers.
Confidentiality
The Software is confidential, proprietary information of EFI and you may not distribute or disclose the
Software. You may, however, permanently transfer all of your rights under this License Agreement to
another person or legal entity provided that: (1) such a transfer is authorized under all applicable export
laws and regulations, including the laws and regulations of the United States, including the United
States Export Administration Regulations; (2) you transfer to the person or entity all of the Software
(including all copies, updates, upgrades, media, printed documentation, and this License Agreement);
(3) you retain no copies of the Software, including no backup, archival, or other copies, however stored;
and (4) the recipient agrees to all of the terms and conditions of this License Agreement.

7
Termination
Unauthorized use, copying, or disclosure of the Software, or any breach of this License Agreement will
result in automatic termination of this license and will make available to EFI other legal remedies. In the
event of termination, you must destroy all copies of the Software and all component parts thereof.
All provisions of this License Agreement relating to confidentiality of the Software, disclaimers of
warranties, limitation of liability, remedies, damages, governing law, jurisdiction, venue, and EFI’s
intellectual property rights shall survive any termination of this license.
Limited Warranty and Disclaimer
EFI warrants that the Software, if used as specified in the EFI product documentation, will perform
substantially in accordance with the EFI product documentation for a period of ninety (90) days from
the date of receipt. EFI makes no warranty or representation that the Software will meet your specific
requirements, that the operation of the Software will be uninterrupted, secure, fault-tolerant, or error
free, or that all defects in the Software will be corrected. EFI makes no warranty, implied or otherwise,
regarding the performance or reliability of any other Products or services or any third party products
(software or hardware) or services. THE INSTALLATION OF ANY THIRD PARTY PRODUCTS
OTHER THAN AS AUTHORIZED BY EFI WILL VOID THIS WARRANTY. USE,
MODIFICATION, AND/OR REPAIR OF THE SOFTWARE OR AN EFI PRODUCT OTHER
THAN AS AUTHORIZED BY EFI WILL VOID THIS WARRANTY. FURTHER, THIS
LIMITED WARRANTY IS VOID IF A PROBLEM WITH THE SOFTWARE ARISES FROM
ACCIDENT, ABUSE, MISAPPLICATION, ABNORMAL USE, VIRUS, WORM, OR SIMILAR
CIRCUMSTANCE.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, EXCEPT FOR THE
EXPRESS LIMITED WARRANTY SET FORTH ABOVE (“LIMITED WARRANTY”), EFI
MAKES AND YOU RECEIVE NO REPRESENTATIONS OR WARRANTIES RELATING TO
THE SOFTWARE, ANY PRODUCT AND/OR ANY SERVICES, WHETHER EXPRESS,
IMPLIED, STATUTORY, OR IN ANY OTHER PROVISION OF THIS AGREEMENT OR ANY
OTHER COMMUNICATION. EFI SPECIFICALLY DISCLAIMS ALL IMPLIED WARRANTIES,
REPRESENTATIONS, AND CONDITIONS, INCLUDING THOSE OF SECURITY,
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
NONINFRINGEMENT OF THIRD PARTY RIGHTS. THERE IS NO WARRANTY OR
REPRESENTATION THAT THE OPERATION OF THE SOFTWARE AND/OR ANY
PRODUCT WILL BE UNINTERRUPTED, FAULT-TOLERANT, SECURE, OR ERROR-FREE.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, YOUR SOLE AND
EXCLUSIVE REMEDY, AND THE ENTIRE LIABILITY OF EFI AND ITS SUPPLIERS,
RELATING TO ANY AND ALL SOFTWARE, PRODUCTS, SERVICES, AND/OR APPLICABLE
WARRANTIES SHALL BE, AT EFI’S OPTION, (1) TO REPAIR OR REPLACE THE
SOFTWARE THAT DOES NOT MEET THE LIMITED WARRANTY; OR (2) PROVIDE A
REFUND OF THE PRICE PAID (IF ANY) FOR THE SOFTWARE THAT DOES NOT MEET
THE LIMITED WARRANTY. EXCEPT AS PROVIDED IN THIS SECTION, EFI AND ITS
SUPPLIERS SHALL PROVIDE NO REFUNDS, RETURNS, EXCHANGES, OR
REPLACEMENTS.

8
Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, YOU AGREE THAT
THE ENTIRE LIABILITY OF EFI AND ITS SUPPLIERS FOR ALL CLAIMS RELATED TO ANY
SOFTWARE, PRODUCT, SERVICES, AND/OR THIS LICENSE AGREEMENT, REGARDLESS
OF THE FORM OF ACTION (WHETHER IN CONTRACT, TORT, UNDER STATUTE, OR
OTHERWISE), SHALL BE LIMITED TO THE AMOUNT PAID BY YOU, IF ANY, FOR THE
EFI SOFTWARE. YOU AGREE THAT SUCH AMOUNT IS SUFFICIENT TO SATISFY THE
ESSENTIAL PURPOSE OF THIS LICENSE AGREEMENT AND THAT SUCH A LIABILITY IS
A FAIR AND REASONABLE ESTIMATE OF ANY LOSS AND DAMAGE LIKELY TO BE
SUFFERED IN THE EVENT OF ANY WRONGFUL ACT OR OMISSION BY EFI AND/OR ITS
SUPPLIERS. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO
EVENT SHALL EFI AND ITS SUPPLIERS BE LIABLE FOR COST OF PROCUREMENT OF
SUBSTITUTE SOFTWARE, PRODUCTS OR SERVICES, LOST PROFITS OR DATA, THIRD
PARTY CLAIMS, OR ANY SPECIAL INDIRECT, RELIANCE, CONSEQUENTIAL,
EXEMPLARY, PUNITIVE, OR INCIDENTAL DAMAGES, HOWEVER CAUSED AND ON
ANY THEORY OF LIABILITY, RELATED TO ANY SOFTWARE, PRODUCT, SERVICES AND/
OR THIS LICENSE AGREEMENT. THIS LIMITATION SHALL APPLY EVEN IF EFI AND ITS
SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. YOU
AGREE THAT THE PRICE OF THE EFI SOFTWARE REFLECTS THIS ALLOCATION OF
RISK. YOU ACKNOWLEDGE AND AGREE THAT THE FOREGOING LIMITATIONS OF
LIABILITY AND DISCLAIMERS FORM AN ESSENTIAL ELEMENT OF THIS LICENSE
AGREEMENT, WITHOUT WHICH EFI WOULD NOT HAVE LICENSED THE EFI
SOFTWARE TO YOU.
BECAUSE SOME JURISDICTIONS DO NOT ALLOW SOME OR ALL OF THE EXCLUSIONS
AND/OR LIMITATIONS OF LIABILITY HEREIN, SOME OR ALL OF THE ABOVE
EXCLUSIONS AND LIMITATIONS MAY NOT APPLY TO YOU.
You are hereby notified that Adobe Systems Incorporated, a Delaware corporation located at 345 Park
Avenue, San Jose, CA 95110-2704 (“Adobe”) is a third-party beneficiary to this License Agreement to
the extent that this License Agreement contains provisions which relate to your use of any software, font
programs, typefaces, and/or trademarks licensed or supplied by Adobe. Such provisions are made
expressly for the benefit of Adobe and are enforceable by Adobe in addition to EFI. ADOBE
WILL HAVE NO LIABILITY WHATSOEVER TO YOU FOR ANY ADOBE SOFTWARE OR
TECHNOLOGY LICENSED HEREUNDER.
Export Restrictions
The Software and EFI Products are subject to the export laws and regulations of the United States,
including the United States Export Administration Regulations. The license granted to you herein is
conditioned upon your compliance with all applicable export laws and regulations, including the export
laws and regulations of the United States. You represent and agree that you will not use, disclose,
distribute, transfer, export, or re-export any portion of the Software or any EFI Product in any form in
violation of any applicable export laws and regulations, including the export laws and regulations of the
United States.

9
U.S. Government Restricted Rights
Use, duplication, or disclosure of the Software by the United States Government is subject to
restrictions as set forth in FAR 12.212 or DFARS 227.7202-3 - 227.7202-4 and, to the extent required
under U.S. federal law, the minimum restricted rights as set out in FAR 52.227-14, Restricted Rights
Notice (June 1987) Alternate III(g)(3) (June 1987) or FAR 52.227-19 (June 1987). To the extent any
technical data is provided pursuant to the Agreement, such data is protected per FAR 12.211 and
DFARS 227.7102-2 and to the extent explicitly required by the U.S. Government, is subject to limited
rights as set out in DFARS 252.227.7015 (November 1995) and DFARS 252.227-7037 (September
1999). In the event that any of the above referenced agency regulations are modified or superseded, the
subsequent equivalent regulation shall apply. The name of the Contractor is Electronics for Imaging,
Inc.
Governing Law and Jurisdiction
The rights and obligations of the parties related to this License Agreement will be governed in all
respects by the laws of the State of California exclusively, as such laws apply to contracts between
California residents performed entirely within California. The United Nations Convention on
Contracts for the International Sale of Goods and any other similar convention does not apply to this
License Agreement. For all disputes related to the Software, Products, Services, and/or this License
Agreement, you consent to the exclusive personal jurisdiction and venue of the state courts in San Mateo
County, California and the federal court for the Northern District of California.
General
This Agreement is the entire agreement held between us and supersedes any other communications or
advertising with respect to the Software, Products, Services, and any other subject matter covered by this
License Agreement. If any provision of the License Agreement is held invalid, such provision shall be
deemed modified to the extent necessary to be enforceable and the other provisions in this License
Agreement shall continue in full force and effect.
If you have any questions, see the EFI web site at www.efi.com.
Electronics for Imaging, Inc.
303 Velocity Way
Foster City, CA 94404
USA
Copyright © 2004 Electronics for Imaging, Inc. All rights reserved.
Part Number: 45047815
17 December 2004

CONTENTS 11
CONTENTS
INTRODUCTION 17
About EFI Balance 17
About this manual 19
EFI Balance Online Help 20
EFI Balance package 21
EFI Balance workflow software modules 21
Terminology 22
INSTALLING THE EFI BALANCE SERVER 23
System requirements 23
Uninstalling previous versions 25
Install the hardware security key 26
Installing server software 27
Entering license information 30
Configuring the EFI Balance server 32
Using Paper Catalog 34
Specifying tab media 36
INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 38
System requirements 38
Windows client requirements 38
Mac OS client requirements 39

CONTENTS 12
Installing printer drivers and EFI Balance PPD files 39
Installing Windows printer drivers 39
Installing Mac OS printer files 42
Configuring Mac OS printer groups 43
Updating printer groups and drivers 46
Installing EFI Balance utilities 46
Installation configurations 47
Installing Job Monitor 48
PRINTER GROUPS AND LOAD-BALANCING 49
EFI Balance printer groups workflow 49
Before creating a printer group 50
Composition 52
Color output requirements 53
Mixed media requirements 53
One-way server communication 53
Creating printer groups 54
Creating or editing a printer group 54
Viewing and deleting printer groups 57
Adding and removing print devices 58
Printer group options 60
Group name 60
Group Media Selection 60
Reroute on Error 61
Group Balance settings 62
Color Match 66
Printer installable options 66
Pages per Minute (PPM) 66
Scripting 67

CONTENTS 13
SERVER OPERATION 69
Using EFI Balance Bar 70
Using Tray Association 71
Using Command WorkStation 73
Connecting to EFI Balance 73
Using WebTools 75
Using EFI Impose 77
Using EFI Compose 77
Print editing workflow 78
Starting and shutting down the EFI Balance server 79
PRINTING 81
About EFI Balance printer driver and PPD files 82
Printing to an EFI Balance printer group 82
About print options 85
Printer’s Default setting 85
Setting print options 86
Using EFI Hot Folders 87
DIGITAL STOREFRONT (DSF) CONNECTIVITY AND JOB TICKET SUPPORT 88
DSF setup 88
Paper Catalog synchronization 88
Job submission 89
DSF installation on an EFI Balance server 90
DSF job ticket options 91

CONTENTS 14
TROUBLESHOOTING 94
Before calling for service 94
Pre-call checklist 94
Maintenance 95
Clear the server 96
Error messages 96
Troubleshooting 96
Setup troubleshooting 96
Runtime error messages 98
Print troubleshooting 99
Jobs print without specified finishing options 99
Printer group does not display all available options 100
Mixed media option or Compose does not appear 100
Long Job Split or Color Split option does not work 101
Documents take a long time to print 101
Reroute notification issues 101
Preferred Printer errors 102
Errors during load-balancing 102
WINDOWS XP CONNECTION 105
Enabling Point and Print (PNP) for Windows XP computers 105
Enabling Point and Print access for Windows XP computers 105
Connecting Windows XP Service Pack 2 106
Connecting to a server from a client computer outside the EFI Balance subnet 106
Enabling the remote Windows XP Service pack 2 computer to access utilities 106
Disabling the Pop-up Blocker from Internet Explorer 107

CONTENTS 15
DIGIMASTER FAMILY ENABLER 108
Setup and supported features 108
XEROX DOCUTECH/NUVERA ENABLER 109
Setup and supported features 109
DIGIPATH 110
DigiPath 3.0 and 4.0 print support 110
INDEX 111

INTRODUCTION 17
INTRODUCTION
EFI Balance workflow software provides efficient, load-balanced network printing to
high-volume print environments. Clients on remote computers send print jobs to a Balance
server, which determines how the jobs are routed or split among print devices for optimal load
and cost efficiency.
About EFI Balance
Balance is the production-stage backbone of the EFI workflow system, accepting jobs from
any user on the system, providing productive editing tools to system users, and intelligently
managing jobs to a wide range of digital devices. The burden of expertise is in the Balance
system, so your choice of job creation applications and eventual production devices can be
easily integrated with the system, therefore producing immediate results.
Balance includes a comprehensive suite of PDF-based applications that leverage the EFI
Command WorkStation ® interface, industry-standard PDF technologies, and a wide base of
EFI Fiery servers, making workflow easy to use and implement. It brings powerful EFI
workflow to all digital print environments and supports most EFI controlled devices (as well
as non-EFI controlled black-and-white devices) with an identical look and feel for maximum
user efficiency.
Balance includes the following:
EFI Compose : Dramatically increases productivity and ease of composition for complex jobs,
allowing users to visually assign page-level attributes and tabs to communicate them to any
printer on the system.
EFI Impose : Reduces production time and errors by allowing WYSIWYG display for nearly
any imposition scheme.
Integrated Enfocus Pitstop and Adobe Acrobat: Deliver seamless workflow by enabling
late-stage PDF editing for on-the-fly changes and corrections.
EFI Hot Folders: Provides additional productivity, customizing the power of Balance for a
custom-defined workflow.
EFI Scan : Incorporates hard copy input, providing production scanning of black-and-white
or color documents into the Balance PDF workflow.

INTRODUCTION 18
Non EFI-systems enablers: Extends automation by integrating many existing workflows into
the Balance system, including Xerox DigiPath, DocuTech/Nuvera, WorkCenter and
Digimaster Family Enabler.
EFI seamless system integration: Protects user investment by ensuring compatibility with
current and future EFI workflow system components, including Digital StoreFront (DSF)
and OneFlow.
With Balance, you can perform the following tasks:
• Load-balance and route to improve automation and productivity and reduce errors and
costs
• Send jobs to the fastest printer in a printer group based on concurrent loads or divide a job
between two or more printers for faster completion
• Split color content to color printers and enable in-line merge at black-and-white printers,
reducing manual intervention and costs
• Route print jobs to based finishing options, streamlining process and reducing manual
finishing tasks
• Automatically redirect print jobs to other available printers on busy or error, enabling
mission critical and unattended printing
• Script API for customized scripting to printers and printer groups

INTRODUCTION 19
About this manual
This manual is intended for administrators and operators of the Balance server and for users
who send print jobs to the Balance server from networked client computers. The manual is
divided into the following chapters:
Installing the EFI Balance Server explains how to install Balance software and utility
applications on the Balance server computer.
Installing EFI Balance Utilities and Printer Drivers explains how to install Balance
management, monitoring, and printing software on client computers.
Printer Groups and Load-Balancing provides an overview of the Balance load-balancing
features and describes how to plan, set up, and configure printer groups.
Server Operation describes additional software available for operating the server, managing the
print environment, and editing print jobs.
Printing explains how to print jobs to the Balance server using different printing applications.
Digital StoreFront (DSF) Connectivity and Job Ticket Support explains how to connect to DSF,
how to submit jobs, and Balance supported job ticket options.
Troubleshooting provides troubleshooting tips and solutions to common problems that may
occur.
Windows XP Connection provides information about connecting Balance servers and remote
client computers using Windows XP Service Pack 2.
Digimaster Family Enabler provides information about Balance printing specific to the
Digimaster Family Enabler.
Xerox DocuTech/Nuvera Enabler provides information about Balance printing specific to the
Xerox DocuTech/Nuvera Enabler.
DigiPath provides information on Balance printing specific about the Xerox DigiPath.

INTRODUCTION 20
EFI Balance Online Help
In addition to this manual, online help documentation is available as a reference for users of
different Balance products.
Balance Help describes procedures for configuring a Balance server and ongoing operational
management using the EFI Balance Bar.
Command WorkStation Help describes operational procedures used to monitor Balance server
queues, hold and release jobs, and edit print jobs from Command WorkStation.
Balance Printer Driver Help describes procedures used to print to a Balance server from
applications through the Balance printer driver. Driver Help also includes extensive
information about print options available when printing to a Balance server.
Hot Folders Help describes how to set up and print to a Balance server using Hot Folders.
Compose Help describes procedures for merging and editing jobs using Compose.
NOTE: The icon to the left indicates that more information can be found in the online help
documentation.
TO ACCESS ONLINE HELP
• Right-click the Balance Bar and choose Help from the menu that appears to run
Balance Help.
• In Windows applications, choose Help > in the toolbar, or click
Help in a dialog box to launch the help application.

INTRODUCTION 21
EFI Balance package
The Balance package consists of the following hardware and software components:
• Balance software, pre-installed on a server computer, or ready to install on the Windows
XP/2000/Server 2003 computer that will function as a Balance server. Balance is the key
component in the Balance workflow software suite, which is described in the next section.
• A hardware security key (also called a dongle), to connect to the parallel or USB port of the
Balance server.
The Balance package also includes software utilities to help monitor and manage print jobs on
a Balance server:
• Command WorkStation, to install on a Balance server or any Windows computer that is
networked to a Balance server. Command WorkStation monitors and manages all print
jobs sent to a Balance server.
• Hot Folders software, to install on any client computer that is networked to a Balance
server. Hot Folders allow you to store your favorite print options in special shortcut
folders. You can drag and drop a job onto a shortcut folder to quickly send the job to a
Balance server with the associated batch of print options.
• Job Monitor, to install on any client computer that is networked to a Balance server.
Job Monitor allows you to monitor the status of print jobs on a Balance server, and
identifies which printers in a printer group have been used to print a job.
• Fiery WebTools , included automatically with Balance server. With WebTools, you use
your Internet browser to install printer driver and PPD files for any Balance server printer
group.
EFI Balance workflow software modules
Balance workflow software is a suite of software modules that gives you extensive capabilities
for preparing and printing jobs to a Balance server. The suite includes the following software
components, which are bundled with the server or sold as individual modules:
• Impose, a document-building application that allows you to apply imposition schemes to
jobs held at the Balance server, prior to printing.
• Compose, an application that allows you to merge jobs, and set up mixed media and tab
printing for jobs held at the Balance server, prior to printing.
• Scan, an application for capturing documents from a TWAIN scanner connected to a
client computer or from a scanner at a Fiery ® -enabled copier. Users can make edits on the
scanned document and then save the file to PDF or send it as a job to the Balance server.

INTRODUCTION 22
Terminology
Specific terms are explained as they are introduced; however, the following general terms are
used throughout:
PostScript (PS): A page-description language. The Balance server uses this language for
communicating to print devices.
Portable Document Format (PDF): A structured form of PostScript that provides the ability to
preview, scale, and re-order pages.
Job: A file consisting of PostScript or PDF commands and comments that describe the
graphics, sampled images, and text that should appear on each page of a document, and the
print options that should be used in printing, such as media.
Spool: Write to a disk in preparation for processing and printing.
Process: Route a job, or portions of a job, to the appropriate print devices based on the job
options for load balancing.The Balance server processes jobs prior to distributing them to
printer group devices for RIP and print.
Load-balancing: The process of analyzing and distributing print jobs in order to route them to
the best available print device or distribute them as efficiently as possible among print devices,
based on the characteristics of each device and the requirements of the job.
Printer group: One or more print devices linked to and defined as a unit by a Balance server.
To a user printing from a client computer, a printer group behaves as a ‘virtual printer’, and
looks like any other printer on the network. Jobs sent to the printer group are load balanced
among devices belonging to the group.
Virtual printer: A printer group queue. A virtual printer combines the printing capabilities of
all printer group devices, but appears as a single printer on the network.

INSTALLING THE EFI BALANCE SERVER 23
INSTALLING THE EFI BALANCE SERVER
This chapter describes the system requirements for the Balance server and explains how to
install Balance software on the server. This chapter also describes how to access Balance Setup
options.
System requirements
The Balance server requires the following system components:
• Operating System: Windows Server 2003, Windows 2000 Professional with Service Pack 4
or later, or Windows XP Professional with Service Pack 1 or later
• CPU: 1.7MHz Pentium 4 minimum, 2MHz or above dual CPU recommended
• RAM: 512MB minimum, 1GB recommended
• Drive Space: 1GB minimum for installation and processing, with overall requirements
dependent on print traffic and storage requirements
• CD-ROM drive
• Network: 10/100 BaseT auto-switching Ethernet card, TCP/IP, and/or AppleTalk enabled,
with minimum 1 free USB or parallel port
NOTE: For optimal performance, use a dedicated server computer to run Balance workflow
software and utilities exclusively, and without the following installed:
• TCP/IP print server services
• UNIX print services
• Microsoft Internet Information Server (IIS)

INSTALLING THE EFI BALANCE SERVER 24
TO INSTALL BALANCE (OVERVIEW)
1 If you have not purchased the software pre-installed on a server computer, prepare the server
computer for installation:
Review the System Requirements on page 23 to ensure the computer meets specifications.
Install Windows 2000, Windows Server 2003, or Windows XP, if necessary.
Install Windows 2000 or Windows Server 2003 if you plan to support clients over AppleTalk.
Install the latest Windows service packs for the selected operating system.
For Windows 2000 Professional, Service Pack 4 or later must be installed.
For Windows XP, Service Pack 1 or later must be installed.
Uninstall any previous version of Balance, if necessary (page 25).
Uninstall any software that may conflict with Balance.
We strongly recommend removing any PGP (Pretty Good Privacy) encryption applications
from the computer because they may conflict with network configuration.
If Acrobat 6.0 files are supported, you must install Adobe Acrobat 6.0 and related plug-ins on
the Balance server and client computers before running Balance or Balance Print Drivers.
Balance supports Acrobat 5.0, Acrobat 6.x (PDF 1.5 version), and compatible plug-ins,
including Enfocus PitStop 6.x. If you are installing Acrobat 6.0, make sure that you uninstall
Acrobat 5.0 first.
2 Install the hardware security key (see page 26).
If you are upgrading a previous version of Balance, use your existing hardware security key.
3 Install the Balance server software (see page 27).

INSTALLING THE EFI BALANCE SERVER 25
Uninstalling previous versions
Prior to installing Balance, you must uninstall previous versions. You can use the Balance CD
to upgrade a previous version of Balance or to remove the Balance server software before
performing a clean installation.
NOTE: If you plan to reinstall Balance or upgrade to a new version, you must re-enter your
license information. License information can be found in your Balance package. If you cannot
locate your license information, contact your EFI representative.
TO UNINSTALL BALANCE
1 In Command WorkStation, choose Server > Print Pages, and print a Configuration page before
exiting Command WorkStation.
The Configuration page provides information on printer groups, devices, and installable
options to assist in recreating printer groups.
2 Right-click on the Balance Bar and choose Exit Balance to stop the Balance server.
3 Disable all Hot Folders monitored by the Balance server.
4 Uninstall EFI Estimate.
NOTE: Estimate is not supported for Balance version 3.0 and later.
5 Insert the Balance Workflow software CD.
The Balance master installer should start automatically.
6 Use the installation CD’s Remove option to uninstall Balance and related utilities, if
necessary.
Choose the components you want to remove from the list of installed components. When
removal is complete, you are prompted to reboot the computer.
If you have problems using the installer’s Remove option to uninstall, choose
Start > Settings > Control Panel to display the Windows Control Panel, double-click Add/
Remove Programs, and then remove each application individually.

INSTALLING THE EFI BALANCE SERVER 26
Install the hardware security key
A hardware security key must be installed on the server computer prior to installation. The
hardware security key maintains your serial number and license information. If you have more
than one copy of Balance, each hardware security key has a separate serial number.
If you own a previous version of Balance, you can continue to use the parallel port-style key
with the latest version of Balance server. If you are a new owner, you may have a USB-style
key.
TO INSTALL THE HARDWARE SECURITY KEY
1 Shut down the Balance server.
2 Connect the hardware security key to the Balance server USB or parallel port.
Parallel port-style
hardware security key
To parallel port
USB-style
hardware security key
To available USB port
Balance server
NOTE: USB ports are located on the bottom front panel of some computers.
3 Turn on the Balance server.

INSTALLING THE EFI BALANCE SERVER 27
Installing server software
Before installing Balance server software, carefully review the installation overview on
page 24.
TO INSTALL BALANCE SERVER SOFTWARE
1 Log on to the dedicated server computer with an administrator account.
2 Close all open applications before beginning installation.
3 Insert the Balance CD into the CD-ROM drive of the computer.
The CD contains both Balance system software and client software utilities, along with user
manuals in PDF format.
4 Click OK to confirm all applications have been closed and virus-protection software disabled.
The Welcome screen appears.
NOTE: If the installer welcome screen does not appear automatically, use Windows Explorer to
display the contents of the CD, and double-click autoplay.exe to launch the installer.
If you have previously installed Balance components on your system, the Welcome screen
displays Modify and Remove options:
Select Modify to modify the existing installation (skip to step 8).
Select Remove to uninstall selected applications (page 25).
5 Click Next.
NOTE: Click Cancel from any screen to cancel the installation. Click Back to return to a
previous screen to change your selections.
The Software License Agreement screen appears.

INSTALLING THE EFI BALANCE SERVER 28
6 Read the Software License Agreement and click Yes.
The Choose Destination Location screen appears.
7 Click Next to install the software in the default destination folder.
The default installation folder is C:\Program Files\EFI. If you want to install the software on a
different drive or in another folder, click Browse, navigate to the desired location, and then
click Next. You can also create a new folder for the software, if desired.
The Select Components screen appears.
To find out more about a component, select it in the list. A description appears in the area to
the right of the component list.
8 Select EFI Balance Server and any other desired utilities, and click Next.
You may want to install selected utilities on the server computer (see page 38) if you intend to
use it as an operational station:
• Select applications you want to install. The installer program upgrades applications that
already run on the server computer.
• Deselect applications you do not want to install. The installer program removes
applications that already run on the server computer.
NOTE: Impose and Compose require Adobe Acrobat software and Command WorkStation
software.
The Setup Type screen appears.
9 Select the network protocols you want to use with the Balance server and click Next.
The installer automatically configures the operating system with the required network
services. If a selected protocol is not found on the computer, the installer displays a warning
message.

INSTALLING THE EFI BALANCE SERVER 29
NOTE: At this point, the installer program notifies you if the required Windows service packs
are not installed (see page 23). You must quit the installation and install the service packs
before continuing with the installation.
The installer prompts you to install Balance wallpaper on the server desktop. The wallpaper
helps to indicate clearly that the computer is a Balance server.
10 Click Yes to install the wallpaper, or No to continue without installing the wallpaper.
The Select Program Folder screen appears.
11 Click Next to accept the default location for Balance program icons.
The default folder for Balance program icons is EFI. If you want to specify a different
Program Folder location, enter a new folder name or select one from the list of existing
folders, and click Next.
If you are upgrading software from previous versions, the EFI Balance Master Installer screen
appears. Use this screen to confirm upgrade of components on your system.
12 Select the applications to be upgraded and click Next.
The Information screen appears so that you can verify the installation specifications and
amount of disk space required.
13 Click Next to confirm and continue the installation.
The Setup Status Screen appears as files are copied to the computer.
NOTE: A message may appear reminding you to install the hardware security key.
For instructions on connecting the hardware security key, see page 26.
When all files are copied to the computer, the Balance License Manager (see page 30) appears.
14 Enter the activation key code exactly as displayed on the Balance License Form (included in
your Balance workflow software package), and click OK.
When you enter the correct activation key code, the installer confirms your key with the
message “Balance License Installed” and updates the current Balance license information.
15 Click OK to continue the installation.
The Registration Reminder window appears. You can register your Balance product online or
by fax.
16 Choose a registration option and click OK.
The Install Complete screen appears. You are prompted to restart the server computer.

INSTALLING THE EFI BALANCE SERVER 30
17 Click Yes to restart the server computer.
You can also click No to exit the installation program and continue after you restart the
computer at a later time.
18 When the computer restarts, log on with the same administrator account.
Installation is now complete. Balance starts automatically. The Balance Bar appears at the top
of the screen, and the Balance Setup dialog box prompts you to complete configuration of the
Balance server (see Balance Help).
Entering license information
The Balance License Manager displays the terms of your Balance license. If you have licensed
additional Balance applications or features, you can enter updated license information
without running the installation program. Before you can use new features, you must update
your license information in the Balance License Manager.
Consider the following with regard to licensing for your Balance server:
• A maximum of 10 printer groups may be created for each Balance server.
• Xerox DocuTech/Nuvera Enabler and Digimaster Family Enabler licenses are transferable
to Standard printer licenses. For example, a shop with licenses for three Standard printers
and one Digimaster Family Enabler can connect up to four concurrent Standard printers,
without a Digimaster connected.

INSTALLING THE EFI BALANCE SERVER 31
System Serial Number (at the top of the license screen): the number of your hardware
security key.
Expiration Date (at the bottom of the license screen): indicates when license terms expire. If
your license is perpetual, ‘PERMANENT’ appears as the expiration date.
Under the Features heading, the features and Balance modules that can be activated for your
Balance installation are listed, including:
Standard printers: the number of devices that may be connected to a Balance server at any
time. Standard printers are classified as any device except those driven by the
Digimaster Family Enabler and Xerox DocuTech/Nuvera Enabler. A maximum of 16 printers
may be connected.
Digimaster Family Enabler: the number of Digimaster Family Enablers licensed for use with a
Balance server. The maximum number per server is seven, and is not restricted by OEM
version. Fiery DPS Family solutions are treated as EFI printers.
Xerox DocuTech/Nuvera Enabler: the number of Xerox DocuTech/Nuvera Enablers licensed
for use with a Balance server. The maximum number per server is seven, and is not restricted
by model.
Xerox DigiPath Enabler: indicates support for DigiPath is enabled.
Script: indicates support for printer group and printer device scripting is enabled.
Impose: indicates support for Impose is enabled. The value indicates the number of licensed
copies for use with the Balance server and client workstation.
Compose: indicates support for Compose is enabled. The value indicates the number of
licensed copies for use with the Balance server and client workstation.
TO ENTER LICENSING INFORMATION
1 Locate the Balance License Form packaged with the Balance hardware security key.
This form contains the hardware security key serial number and licensing information.
2 If necessary, choose Start > Programs > EFI > Balance License Manager in the Windows taskbar
to display the Balance License Manager.
If you installed the Balance server software to a folder other than the default location, find the
Balance program folder to start the license manager.
3 Enter the activation key code exactly as displayed on the Balance License Form included in
your Balance workflow software package, and click OK.
When you enter the correct activation key, the installer confirms with the message “Balance
License Installed” and updates the current Balance license information.
4 Click OK to close the Balance License Manager.
5 Restart the server computer before continuing to configure or run Balance.

INSTALLING THE EFI BALANCE SERVER 32
Configuring the EFI Balance server
The Balance Setup dialog box allows you to configure the Balance server for operation. Some
options in the Balance Setup dialog box are automatically configured when you install Balance
and do not need to be changed.
If you have just completed installation, the Balance Setup dialog box may already be open on
the screen. The Balance Bar (see page 70) appears at the top of the screen, indicating that
Balance is running.
TO ACCESS BALANCE SETUP
1 Right-click the Balance Bar and choose EFI Balance Setup, or choose Start > Programs > EFI >
Balance Setup from the Windows taskbar.
2 Click a tab to configure General, Network or Printer Setup options.
Each panel contains a list of configuration items that can be edited. Balance Help discusses
each setup panel, item, and procedure. “Printer Groups and Load-Balancing” on page 49,
describes Printer Groups in detail.
General Setup: Configure date and time, character set, user account passwords, Job Log
preferences, Digital StoreFront (DSF) Connection, and printer groups (see “Printer Groups
and Load-Balancing” on page 49).
Network Setup: Specify network protocols and network printing services (see Balance Help).
Printer Setup: Specify which printing queues to publish on the network (see Balance Help).

INSTALLING THE EFI BALANCE SERVER 33
3 Click an item in the panel list, using the + signs to expand items to access different
configuration options, if necessary.
4 Specify configuration options for the selected item.
5 When you have completed configuration for each item, click OK to close the Balance Setup
dialog box.
6 When prompted, restart the Balance server.
Configuration changes take effect upon restarting the server.
NOTE: To configure Balance Setup options, see Balance Help.

INSTALLING THE EFI BALANCE SERVER 34
Using Paper Catalog
The system paper catalog provides a uniform inventory of media for use by Balance printer
groups. Printer groups using the system paper catalog (see page 49) allow you to specify the
exact media you want for a job from your inventory. Jobs printed with catalog media print
directly to devices stocked with that media, or hold until the media is supplied to the most
appropriate device.
NOTE: To operate correctly, the system paper catalog and associated device trays (see page 71)
must be set up prior to printing. Ongoing stocking changes in the content of your printer
trays must be updated using the Tray Association feature.
TO UPDATE THE PAPER CATALOG
1 Click Paper Catalog on the General Setup tab.
2 Click Paper Catalog.
The system paper catalog appears.
NOTE: If a device that supports a native paper catalog belongs to a printer group, there may
already be entries in the system paper catalog. Balance attempts to import each device paper
catalog into the Balance system paper catalog.
3 Click Add, or select an existing entry and click Edit.
The Add or Edit Paper Entry dialog box appears.

INSTALLING THE EFI BALANCE SERVER 35
4 Enter a Paper Label as a descriptor for the media.
Use a concise, descriptive name for each type of media, up to a limit of 31 characters. The
Paper Label appears as the name of the paper media in the Paper Catalog, and is used to select
media when printing from Balance printer drivers.
You can also delete selected entries, or copy them and then edit the copies to create new
entries.
5 Enter Size, Type, Color, Weight and Hole Punch specifications, and click OK.
You can add custom paper sizes by choosing “Custom” from the Size menu. Enter dimensions
for the custom paper stock, or tab template information (see page 36).
NOTE: Dimensions entered in inches or millimeters appear as points when the custom label is
added to the paper catalog.
The new or updated entry appears in the Paper Catalog window.
6 When you have finished updating paper catalog media, click OK to close the Paper Catalog
window.
Balance printer drivers must also be updated to enable users to see new paper media
availability. Be sure to notify users to download new drivers when published.
7 Following any remaining configuration steps, and before printing to the server, map your
paper catalog entries to printer trays using the Tray Association manager (see page 71).

INSTALLING THE EFI BALANCE SERVER 36
Importing and exporting Paper Catalog contents
You can easily add new entries to the paper catalog when you Import. Existing entries are
updated with the attributes of imported entries if the names match.
The Paper Catalog Import/Export format is XML-based and JDF 1.2 (Job Definition
Format) compatible. For more information about file formats, contact EFI technical support.
TO IMPORT OR EXPORT THE CONTENTS OF THE PAPER CATALOG
1 Select File and then Import Paper Catalog or Export Paper Catalog.
2 Browse to the folder where you want to import or export the Balance Paper Catalog files.
3 Click Open.
Specifying tab media
Tab media template specifications can be configured for devices that support tab printing.
NOTE: To print tab jobs with Balance, you must have a licensed copy of Compose.
TO ENTER SPECIFICATIONS FOR TAB PRINTING
1 Add a paper catalog entry for the tab media stock using the Add Paper Entry dialog box.
2 Set paper size.
Tab media must be sized appropriately for corresponding media sizes (for example, tab size
9x11 for Letter size media). If the correct size specifications for your tab media do not appear
in the Size menu, define a custom size for the tab media.
3 Choose tab as the media type, and set other paper attributes as desired.

INSTALLING THE EFI BALANCE SERVER 37
4 Click OK to add the tab media entry.
The Tab Template dialog box appears.
5 Enter tab template information:
Under Tab Settings, enter:
Number of positions on the tab stock, from one to twelve
Document reading order
Reading order is the order of the tab text, from right to left or left to right.
Under Text Attributes, enter the following, if desired:
Font type (selected from all fonts installed on the system) and font size (from 10 to 12 pts.)
Text offset, to offset the text from the center using x- and y- coordinate values
Text is vertically and horizontally centered on the tab by default. All values from -400 to 400
can be entered, both for X and Y offset.
Text Rotation, In or Out
Use In if the tabs appear across the top of the document, Out if tabs appear across the bottom
of the document.
On the right-hand side of the dialog box, enter offset (distance from the top of the page to the
first tab edge), page height and width, and tab width information.
6 Click OK to save the tab media template.
The tab template information is saved in the paper catalog with the tab media entry.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 38
INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS
This chapter describes the system requirements for Balance client computers, and explains
how to install Balance software utilities on client computers.
System requirements
To install Balance user software and utilities, you must have a computer equipped with a
built-in or external CD-ROM drive.
Windows client requirements
To print to a Balance server from a Windows computer, the following system components are
required:
• OS: Windows 98, Me, 2000 Professional, Server 2003, or XP
• CPU: AMD or Pentium processor
• RAM: 64MB minimum, 128 or higher recommended, with 256 or higher recommended
for computers running Command WorkStation
• Drive Space: 1GB minimum for installation and operation
• CD-ROM drive
• Network: 10/100 BaseT auto-switching Ethernet card, TCP/IP, and/or AppleTalk enabled
• Monitor/Video Memory: 16-bit color at a minimum resolution of 800 x 600
• Software: Microsoft Internet Explorer 6.0 or later with Java enabled, or Netscape
Communicator 6.0 or later with Java enabled

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 39
Mac OS client requirements
To print to a Balance server from a Mac OS computer, the following system components are
required:
OS: Apple System software 9, or Mac OS X running in native mode
RAM: 64MB minimum, 128 or higher recommended
Network: 10/100 BaseT auto-switching Ethernet card, TCP/IP and AppleTalk enabled
Monitor/Video Memory: 16-bit color at a minimum resolution of 800 x 600
Software: Netscape Communicator 4.5 or later with Java enabled, or Microsoft Internet
Explorer 6.0 or later with Java enabled, and StuffIt Expander from Aladdin Software or other
software to expand binhex files (.hqx)
Installing printer drivers and EFI Balance PPD files
Clients must have an installed printer driver and Balance PPD file corresponding to a Balance
printer group in order to send print jobs to a Balance server. The PPD file describes the
capabilities of the printer group and allows the printer driver to present the printer group as a
single ‘virtual’ printer on the network.
Each printer group has a unique PPD file specific to your printer and can accept jobs sent to
Print or Hold queues. You can also specify a Balance printer group as the default printer.
NOTE: Printer drivers and PPD files for all printer groups are automatically installed on the
Balance server. Only client computers require manual installation of driver and PPD files.
Balance supports Adobe 5.x and Adobe 6.x (PDF 1.5 version).
Installing Windows printer drivers
To send print jobs from a Windows computer to a Balance server, you must install the
Balance printer driver corresponding to the printer group you want to use. You can download
and install the files using the Windows Point-and-Print feature (PNP), or from WebTools (see
page 41).
NOTE: You must know the IP address or DNS name of the Balance server in order to
download drivers. If you do not have this information, contact your administrator.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 40
TO INSTALL WINDOWS DRIVERS USING PNP
1 Locate the Balance server on the network:
Windows 98: Choose Start > Find Computer, enter the DNS name or IP address of the Balance
server, and click Search.
You can also double-click Network Neighborhood on the desktop and navigate to the server,
if you know where it is located on the network.
Windows 2000/Me/Server 2003: Choose Start > Search > On the Internet, and click Computers
in the dialog box that appears. Enter the DNS name or IP address of the Balance server and
click Search Now.
You can also double-click My Network Places on the desktop and navigate to the server, if you
know where it is located on the network.
Windows XP: Choose Start > Search > Printers, computers or people, and click a Computer on
the Network in the dialog box that appears. Enter the DNS name or IP address of the Balance
server and click Search.
You can also double-click My Network Places on the desktop and navigate to the server, if you
know where it is located on the network.
2 Double-click the icon for the Balance server in the network list.
A list of Balance ‘virtual printers’ appears. Each is a printer group queue. Up to two queues
may be published on the network per printer group, in this format:
__
• The Print queue is for immediate printing to a printer group.
• The Hold queue is for placing print jobs on the server for pre-print processing, or to be
printed at a later time.
3 Double-click the icon for each ‘virtual printer’ you want to install.
NOTE: For Windows XP, installation completes automatically. Skip the remaining steps of this
procedure.
Windows prompts you to confirm installation of the printer on your computer.
4 Click Yes to install the driver and PPD file for the printer group.
NOTE: For Windows 2000/Server 2003, installation completes automatically. Skip the
remaining steps of this procedure.
Windows 98/Me: The Add Printer Wizard appears. Continue with the remaining steps of this
procedure.
5 Specify whether or not you print from MS-DOS-based programs, and click Next.
6 If a message appears asking whether to keep or override an existing driver, choose Replace
Existing Driver, and click Next.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 41
7 Specify a name for the Balance print queue, and whether to use this printer as the default for
printing files from applications. Click Next.
If you want all applications to print to the Balance print queue unless otherwise specified,
make the printer the default. The name appears next to the printer icon in the Printers control
panel.
8 Specify whether to print a test page and click Finish.
The printer is installed and can be specified as a print destination from applications when you
choose File > Print.
TO INSTALL WINDOWS DRIVERS USING WEBTOOLS
1 Start your Internet browser application.
2 Enter the IP address or DNS name of a Balance server.
If prompted, select the Guest login level, and click OK.
The WebTools home page for the server appears.
3 Click Installers to show the ‘virtual printer’ drivers available.
4 Click the link for each ‘virtual printer’ you want to install.
NOTE: Print and Hold queues are not published separately for WebTools; you must install all
available drivers for each ‘virtual printer” you want to install.
Windows prompts you to download an executable file archive.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 42
5 Click Open to install directly, or click Save to save the archive on your computer to be
installed later.
If you chose to save the file, an executable archive (.exe) file with the name of the printer
group is saved on your computer.
If you chose to install directly, skip the remaining steps.
6 Double-click the archive file.
You are prompted to extract the printer driver files to a default folder. You can also browse to
and select, or create a different installation folder.
7 Click Extract, and confirm to overwrite previous driver files if necessary.
8 Click Done, and exit WebTools.
Installing Mac OS printer files
To send print jobs from a Mac OS computer to a Balance server, you must install the Balance
PPD file that corresponds to the printer group you want to use by downloading the file from
WebTools and setting up the Balance printer group in the Chooser, Print Center, or Printer
Setup Utility.
TO INSTALL THE BALANCE PPD FILE ON MAC OS 9
1 Start your Internet browser application.
2 Enter the IP address or DNS name of a Balance server.
If prompted, select the Guest login level, and click OK.
The WebTools home page for the server appears.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 43
3 Click Installers to show the ‘virtual printer’ drivers available.
4 Click the link for each ‘virtual printer’ you want to install.
Be sure to download the correct PPD file for your Mac OS.
An executable archive (.sea.hqx) file containing a PPD and driver installer is downloaded to
your desktop. If your browser is equipped with an expander utility, the archive files are
expanded automatically on download. Skip to step 6.
5 Double-click the driver archive, or use an expander utility, such as StuffIt Expander, to extract
the contents of the driver_.sea.hqx file.
The files are extracted to a default folder named Mac on your desktop. If other drivers have
been downloaded, the folder may be named sequentially as Mac1, Mac2, etc.
6 Open the Mac folder.
The folder contains a printer group PPD file.
Mac OS 9 folders also include an Adobe PostScript driver folder. If your existing AdobePS
driver is older, install the new PostScript driver:
Double-click the archive file to extract the PostScript installer files, if necessary.
Open the US and Adobe PS folders.
Install the Adobe PostScript driver.
Restart your computer after installation.
7 Open the System > Extensions > Printer Descriptions folder.
8 Drag the PPD file from the Mac folder to the Printer Descriptions folder.
NOTE: Note the exact name of this PPD file to use when you configure the printer group in
the Chooser.
9 Drag the Mac folder to the Trash.
Configuring Mac OS printer groups
Once PPD files are downloaded to the desktop, you must set up printer groups using the
Chooser (Mac 0S 9) or Print Center (Mac OS X 10.2 and above).
You can use AppleTalk to connect to printer groups for a Balance server running on
Windows 2000 or Windows Server 2003. If the Balance server runs on Windows XP
Professional, use IP printing to connect.
TO SET UP A PRINTER GROUP IN THE MAC OS 9 CHOOSER
1 Open the Chooser from the Apple menu.
Make sure AppleTalk is set to Active.
2 Click the AdobePS icon.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 44
3 Select a different AppleTalk Zone, if necessary, to find Balance server queues.
A list of Balance ‘virtual printers’ appears. Each is a printer group queue. Up to two queues
may be published on the network per printer group, in this format:
__
• The Print queue is for immediate printing to a printer group.
• The Hold queue is for placing print jobs on the server for pre-print processing, or to be
printed at a later time.
NOTE: If the Balance server is running on Windows XP, use Desktop Printing Utilities to
connect with an IP address.
4 Double-click a “virtual printer” queue from the Select a PostScript Printer list.
The PPD file for the print connection should be configured automatically. If you are
prompted to select a PPD file, select the file downloaded from WebTools from your System >
Extensions > Printer Descriptions folder.
Set up each print connection separately and repeat this step for all connections.
5 Close the Chooser.
TO SET UP A PRINTER GROUP USING THE MAC OS X PRINT CENTER
1 Open Print Center.
2 Click Add.
The Printer List window appears.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 45
3 Locate the Balance server queue you want to connect to.
For Appletalk connections to Windows 2000 or Windows Server 2003 servers, choose
AppleTalk, and select the printer queue you want to configure.
If you cannot find the correct queue, select a different AppleTalk zone.
For IP connections to Windows XP servers, choose IP Printing.
Enter the IP address of the Balance server.
Do not use the default queue; instead, enter a queue name with this syntax:
_
4 Choose “Other” as the Printer Model.
A dialog box appears, prompting you to select a PPD file for the “virtual” printer.
5 Locate the correct PPD file in your Printer Descriptions folder and click Add.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 46
Updating printer groups and drivers
When a printer group is modified through Balance setup, the Balance server dynamically
generates an updated driver and PPD file for the group. If driver and PPD files are not
updated on client computers, users may experience unexpected print results.
The administrator should notify users when printer group configurations change and assist
users in upgrading to new drivers and PPDs.
• For Windows clients, delete the existing printer from the Printers control panel and install
a new printer group driver.
• For Mac OS clients, use WebTools to download the new PPD file for the printer group
and update the printer with the new PPD.
Installing EFI Balance utilities
Balance includes software utilities that enable users on remote client computers to print,
monitor, and manage jobs sent to the Balance server.
EFI Impose: Install Impose if you plan to use the server or another computer as an operational
station. If you plan to run Impose from a computer other than the server, an additional license
is required.
EFI Compose: Install Compose if you plan to use the server or another computer as an
operational station. A separate license is required for each computer running Compose.
EFI Hot Folders: Install Hot Folders management software if you want to create and manage
hot folders on the computer. Hot Folders can be shared over a network, so the Hot Folders
software need not be installed on each user’s computer to print from that computer using
Hot Folders.
Command WorkStation: Install Command WorkStation on a computer you plan to use as an
operational station for monitoring job flow and editing jobs held at the server. If your server
computer meets only minimum system requirements, carries a very heavy printing load, or if
jobs are routinely held at the server for imposition, tab and mixed media printing, or other
operational processes, we recommend installing Command WorkStation on a separate
machine than the main operational station.
Documentation: Install user documentation to include online help and PDF copies of this
manual with the installation. To receive online help for downloaded drivers and client
utilities, you must install documentation.
NOTE: Balance utilities are available only for Windows operating system platforms.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 47
Installation configurations
Depending on your print environment and goals, install Balance utilities in client-server or
client-operator-server configurations, roughly parallel to the password permission levels
provided by Balance. For more information about password permission levels, see Balance
Help.
Server: The Balance server can run server management utilities if the print load is not so
extensive that performance suffers. In high-volume print environments, we recommend
running utilities from a separate operational station.
Client: Client computers are end-user workstations that run applications. Clients print to a
Balance server using Balance printer drivers and Hot Folders.
Operator: Operational stations are computers used by print operators with access to print
devices and a Balance server. Operators edit and release jobs held at the server, override user
print settings, and monitor server print load and operations.
Use the following general guidelines for installing Balance utilities in your print environment:
Utility Server Client Operator
Balance
x
Command WorkStation x x
Compose x x
Impose x x
Balance printer driver x x
Hot Folders x x x
Job Monitor
x
Scan x x x
NOTE: If software components are installed and the server computer has adequate resources,
operational functions can be completed from the server or client computers. There is no
architectural requirement for a dedicated operational workstation.

INSTALLING EFI BALANCE UTILITIES AND PRINTER DRIVERS 48
TO INSTALL BALANCE UTILITIES
1 Follow the installation procedures on page 27 to install Balance utilities:
For installations on the server, select the Balance server component to ensure that Balance is
not removed.
For client or operator installations, clear the Balance server component to ensure that
Balance is not installed.
NOTE: If you are installing Impose or Compose, a message may appear reminding you to
install the hardware security key (see page 26). The Balance License Manager appears when all
files are copied to the computer.
2 In the Balance License Manager window, type the activation key code exactly as shown on the
Balance License Form, and click OK.
The installer confirms your key with the message “Balance License Installed” and updates the
current Balance license information (see page 30).
3 Complete the installation and click Yes to restart the computer.
When the computer restarts, installation is complete.
Installing Job Monitor
Job Monitor allows Windows client users to track and monitor print jobs sent through a
Balance server. Job Monitor is installed automatically, but turned off by default, with Balance
printer driver files when downloaded and installed on client computers.
For more information about Job Monitor, see Job Monitor Help.
TO RUN JOB MONITOR
1 In the Balance printer driver interface, click the Printing tab.
2 Click the Balance print option bar to display load Balance options, and scroll to the bottom of
the display.
3 Click Launch Job Monitor.
The Job Monitor application appears on the desktop.

PRINTER GROUPS AND LOAD-BALANCING 49
PRINTER GROUPS AND LOAD-BALANCING
This chapter describes how you can use the features of Balance to maximize the printed
output while minimizing printing times and costs.
EFI Balance printer groups workflow
Balance manages jobs by communicating with a printer group—a group of multiple print
devices that behaves like a single “virtual” printer on the network. Users on client computers
send print jobs to a Balance server, which in turn uses load-balancing criteria to route the jobs
to suitable print devices within printer groups.
The following diagram illustrates the flow of data between client computers and print devices
using a Balance server on the network to load balance print jobs.
Client workstations
All print jobs
Supported color device
EFI Balance Server
Supported black-andwhite
devices
In addition to enabling the load-balancing capabilities of a Balance server, printer groups help
to centralize your printing environment. Instead of having to oversee the job flow through
multiple print servers, the operator can monitor and manage all print devices in a printer
group from a single Balance server.

PRINTER GROUPS AND LOAD-BALANCING 50
Before creating a printer group
The process of clustering multiple print devices together in a printer group lies at the center of
the Balance workflow.
• A printer group can contain from 1 to 16 print devices, including devices specially licensed
for use with your Balance license (see page 30).
• A printer group can include any combination of black-and-white and color print devices
of any make and model.
• A given print device can belong to more than one printer group.
When you send a print job to a printer group, Balance routes the job to one or more devices
in the group, depending on the composition of the group, the print options specified for the
job, and the current load on each print device.
The following diagram illustrates the step-by-step selection process that Balance uses to
determine which print devices in a group should receive a job. Consider the selection process
as you plan your printer groups and which printers each should contain. Printer groups
should be designed to handle efficiently jobs that typically make up a substantial portion of
your print load.

PRINTER GROUPS AND LOAD-BALANCING 51
NOTE: When determining the fastest available print device in a printer group, Balance only
recognizes the print load attributable to jobs sent to the device through the same instance of
Balance server. If the device is busy processing jobs sent to it directly or performing a copier
function, Balance may still consider the device idle and route jobs to it accordingly.
Load-balance process for jobs that are not Color Split
All devices in
printer group
Check to see if a Preferred Printer is specified.
If a Preferred Printer is specified, the job is sent to
the preferred printer and printed.
If the device is in an error state, reroute settings are
ignored, and the job prints when the error clears.
If a Preferred Printer is not specified:
1) Eliminate devices that do not offer the print options or
media specified with the job.
2) Eliminate disabled devices that Balance cannot
connect to.
Remaining devices
If multiple devices remain, but all
are in an error state (out of paper,
offline), the job is sent to one device
at random.
Reroute settings are ignored, and the
job prints when the error at the
destination device clears.
If multiple devices remain and only
some are in error, the devices in an
error state are eliminated.
Remaining devices
If one device remains, the job is sent
to that device and printed.
If the device is in an error state,
reroute settings are ignored, and the
job prints when the error clears.
If the job is exclusively black-and-white and at least
one black-and-white device remains available, the
remaining color devices are eliminated.
If the job contains at least one color page and at least
one color device remains available, the remaining blackand-white
devices are eliminated.
Remaining devices
If Fastest Single Engine is specified,
the job is sent to the device that will
print the job the fastest.
If the job is Copy Split or Long Job Split, the devices that can most
quickly complete the job are selected, up to the specified Max.
Number of Printers. All other devices are eliminated.
Remaining devices
Copies of a Copy Split job are distributed among the
remaining devices according to PPM rate, to
complete the job in the shortest time.
Pages of a Long Job Split job are distributed among
the remaining devices according to PPM rate, to
complete the job in the shortest time.

PRINTER GROUPS AND LOAD-BALANCING 52
Load-balance process for Color Split jobs
All devices in
printer group
Eliminate any disabled devices that Balance
cannot connect to.
Remaining devices
If one or more devices of each type are
operational, check the mixed media and
finishing requirements for the job.
Verify that at least one black-and-white and one color device are operational
in the printer group. If either type of device is unavailable, the job is
cancelled.
If one or more of the remaining black-and-white devices meets
finishing and mixed media specifications, the black-and-white portion
of the job is sent to the fastest black-and-white device.
If none of the remaining black-and-white devices meet
finishing and mixed media specifications, the job is
cancelled.
If none of the remaining color devices meet
finishing and mixed media specifications, the
job is cancelled.
If one or more of the remaining color devices meet finishing and mixed
media specifications, the color portion of the job is sent to the fastest color
device. Color pages can be merged inline or after printing.
Composition
To optimize Include Benefits
The administrator can create a variety of printer group combinations for different
load-balancing workflows. The following are some examples of printer group scenarios.
Color Split
Copy Split
Efficiency of print jobs
Long Job Split
At least one black-and-white and
one color print device
At least two black-and-white or
two color devices
A higher-speed print device paired
with lower-speed print devices
Several devices with identical
capabilities
Balance splits jobs into pages containing color content and pages containing
only black-and-white content, and routes each set of pages to a
corresponding print device in the group. Color Split (see page 63) helps to
speed the printing of mixed-content jobs and reduce costs by reserving color
print devices for printing color-only pages.
Balance splits a multiple-copy job among several print devices, routing a full
copy set to each device. Since the devices have comparable capabilities, each
Copy Split (see page 63) copy set should print with similar output quality.
Balance routes most jobs to the higher-speed print device for faster printing,
particularly if the device is designated the preferred printer. If that device is
unavailable or busy, the server routes new jobs to lower-speed devices,
without waiting for the fastest device to become available.
Balance splits pages of long jobs among devices to complete printing in the
shortest time, provided they can meet job specifications.

PRINTER GROUPS AND LOAD-BALANCING 53
Color output requirements
Color print devices may reproduce color differently, based on their color printing technologies
and unique characteristics. When a job is split between multiple devices, colors may vary in
appearance depending on the device used to print each page.
Balance can apply Color Match (page 66) technology to ensure that colors remain consistent
across printer group devices. If consistent color is of prime importance for a given job, test
color output from different devices prior to color splitting large jobs.
Mixed media requirements
Mixed media is a general term used to describe printing and finishing processes such as page
ranges printed on alternate media, blank media insertion, tab printing, and chapter finishing.
Balance provides access to mixed media printing features in supported devices with the
following restrictions:
• Mixed media features of color devices are not supported if a black-and-white, mixed
media-capable device is present in the printer group.
• Balance prioritizes mixed media specifications over color print specifications when a job is
color split. Color pages belonging to a mixed media page range are printed by the blackand-white
device on specified media only if the black-and-white device is capable of mixed
media.
• Mixed media jobs cannot be long job split.
One-way server communication
Bi-directional communication is not supported for certain devices. One-way server
communication limits features that require feedback from the print engine:
• The Reroute on Error print option (page 61) is not supported.
• The printer cannot report errors and does not support job status inquiries, reporting print
status as “successful” once the estimated print time has elapsed. Balance computes print
time at the published PPM rate.
• Jobs sent to the printer cannot be cancelled from Command WorkStation. Jobs print until
completion unless cancelled from the printer console.
• Auto Discovery is not supported.
• Automated installed option fetch is not supported.

PRINTER GROUPS AND LOAD-BALANCING 54
Creating printer groups
A printer group consists of one or more print devices. Although the printers in a group may
have different capabilities, the group behaves like a single “virtual” printer on the network,
accessible to all computers on the network. Jobs sent through Balance server to the printer
group are load balanced among the printers in the group.
Before you begin, verify the following for each print device you plan to add to a group:
• IP address or DNS server name
• All accessories and installable options available for the device
• Print queues are published for all Fiery printers
• HDD/PS options are installed for Fiery printers with optional hard disk drives
Before creating a printer group, we recommend printing configuration pages for Fiery family
servers in Command WorkStation to list each device’s capabilities.
Creating or editing a printer group
When you create or edit a printer group, new PPD files are created and drivers published. The
Balance server must stop to complete this update process and cannot accept or process jobs
while printer groups are created or edited.
Be sure to notify users when a printer group has been added or updated. Balance creates a new
PPD file and printer drivers each time a printer group is edited. To take advantage of the
updated driver, users must download and install the new drivers.

PRINTER GROUPS AND LOAD-BALANCING 55
TO CREATE OR EDIT A PRINTER GROUP (OVERVIEW)
1 If the Balance Setup dialog box is not already open, right click the Balance Bar and choose
Balance Setup.
2 Click the General Setup tab and select Printer Groups.
3 Click Add (or Edit, if creating your initial “group0” printer group) to create a new printer
group.
NOTE: When you first install Balance, a default printer group named group0 is created. Edit
this group and add print devices to it to create your first printer group. You can rename this
group, edit its properties, or add new groups later.
4 Enter a Group Name (see page 60) to identify the printer group.
5 Add or remove print devices using the Search function and Printer panels (see page 58).

PRINTER GROUPS AND LOAD-BALANCING 56
6 Specify printer group options, including Group Balance Settings (see page 62).
1 Specify print media selection
from the paper catalog, or
accept paper tray contents
2 Reroute jobs to an available
device in case of printer
failure or error
3 Specify an IP address and
server family type to locate
printers manually
Some print engines require
specific model and queue
names or a port number
specification before they are
added to a printer group
4 Automatically search for and
display all networked Fiery
printers
5 Specify device-specific
information for selected
printers
6 Specify load-balancing
options for the printer group
1
2
3
6
4 5
7 Click OK to save printer group selections and return to the General Setup tab.
You are prompted to specify a script for the printer group. For more information about
scripting, see page 67.
8 Attach a script to the printer group if desired, and click OK.
You are returned to the General Setup tab.
9 If desired, clear the Make Printer Group drivers available through WebTools option.
Clearing the option reduces the amount of time required for Balance to perform final printer
group configurations. However, drivers and PPD files published through WebTools allow
users on Mac OS computers to download PPD files. If the Balance server may support Mac
OS clients, as well as Windows clients, on your network, keep this option enabled.
10 Click the Printer Setup tab and make sure the desired queues are published for each printer
group created (see Balance Help).
11 Click OK to close the Balance Setup dialog box.
Balance automatically restarts.

PRINTER GROUPS AND LOAD-BALANCING 57
Viewing and deleting printer groups
In addition to editing, you can view and delete printer groups as needed. The View Printer
Dialog box displays a summary of printer group attributes, including member print engines
and printer group features. You can view installable options available and installed for each
engine. You can also see the finishing options enforced by Balance for a job sent to the printer
group.
1 Balance default options for
the printer group
2 Dynamic list of printers in
the printer group
3 Display installable options
for the selected printer
4 View options for the printer
group
1
2
3
4
Use the View feature if you want to quickly view printer group or device options for
comparison without stopping the server or waiting for Balance to save the updated printer
group configuration. During viewing, jobs continue to be accepted and processed by the
server.
The View feature is not available until at least one printer group has been set up. While using
the View feature, you cannot make changes to printer groups.
TO VIEW OR DELETE PRINTER GROUPS
1 Right-click the Balance Bar and choose Balance Setup.
The Balance Setup dialog box appears.
2 Click the Printer Groups item on the General Setup options panel.
3 Select the Printer Group you want from the Printer Groups menu.
4 Click View to view the group’s properties.
The View Printer Dialog box appears. You can view selected options for the group and
constituent printers. Click OK when you are finished viewing.
You can also click Edit to stop the server and make changes to printer groups based on viewed
information.

PRINTER GROUPS AND LOAD-BALANCING 58
5 Click Delete to remove the printer group.
Click Yes to confirm the deletion.
You cannot add a printer group back to the server after you remove it. You can add a new
group with the same properties. When deleting printer groups, exit setup and allow the
Balance server to restart before adding another group.
When you delete a group, print jobs sent to the group are moved to a Balance group for
printing. You can view the jobs in Command WorkStation and send them to another Balance
printer group as desired.
6 Click OK to close the Balance Setup dialog box.
If you have deleted a printer, restart the Balance server when prompted.
Adding and removing print devices
Adding and removing print devices changes the nature and properties of a printer group.
Review the default printer group options (see page 66) before exiting the Add/Edit Printer
Group dialog box to verify that the options are set correctly for the printers in the group.
TO ADD AND REMOVE PRINT DEVICES FOR A PRINTER GROUP
1 Locate print devices you want to include in the printer group.
Click Auto Discovery to search for available Fiery print devices on the network.
Auto Discovery searches only the Balance server’s local TCP/IP subnet.
Choose EFI-FIERY from the Server-Family menu, enter the IP address or DNS name of a
particular Fiery in the IP/Server Name field, and click Search.
Choose EFI-EDOX or EFI-Docstream from the Server-Family menu, enter the IP address or
device name and the Port Number, and click Search.
If you cannot find an EDOX server, choose another port number and search again. For
guidelines on which port number to choose, see your EDOX documentation.
When you locate an EDOX server, you are prompted to choose a specific print device from
the Device Type menu.
For other devices, choose the vendor from the Server-Family menu, enter the IP address or
device name in the IP/Server Name field, and click Search.
You can narrow your search by selecting the device Model. For devices that maintain multiple
queues and treat each as a print device, enter a Queue Name to locate the device for selection.
Found devices appear in the Available Printers list.

PRINTER GROUPS AND LOAD-BALANCING 59
2 Select a device in the Available Printers panel, and click the arrow buttons (>>) to move it
into the Selected Printers panel.
If a device includes installable options, you are prompted to specify which options are
currently installed (see page 66).
If the message “ is not an authorized device” appears during selection, the
device is not supported by your license agreement. Your Balance license indicates the number
and type of devices allowed in a printer group. To update your license agreement (if
necessary), contact your Balance sales representative.
Repeat this step to add additional print devices to the group. Print devices currently in the
group appear in the Selected Printers list.
NOTE: Any print device can belong to a maximum of 10 Balance printer groups.
3 To remove a print device from the group, select the device and click the arrow buttons (

PRINTER GROUPS AND LOAD-BALANCING 60
Printer group options
Printer group options include general preferences and default load-balancing specifications.
Unless specific load-balancing instructions are sent with a print job, printer group default
options dictate load-balancing criteria applied to the job.
Group name
Each printer group associated with a Balance server must have a unique group name. The
group name appears in the Balance Setup dialog box, and on your network, as a single
“virtual” printer. Queues published for the printer group include the group name and queue
type (see Balance Help).
Group names can be up to 16 alpha-numeric characters long and can include hyphens (0-9,
A-Z, a-z). Spaces and underscores cannot be used in group names.
NOTE: Printer group names are truncated after the first six characters when viewing from
Windows 9.x platforms.
Group Media Selection
Group Media Selection indicates the manner in which users select from available media when
printing to the printer group. We recommend using the default setting based on the devices
included in the group.
Paper Catalog: Groups using the Balance system paper catalog (see Balance Help) include the
catalog contents in the printer driver. Users specify paper media for the print job from the
paper catalog. When the job is sent to the Balance server, it is directed to the printer group
device carrying the specified media or held until the specified media is supplied to a printer
group device.
Input Tray/Media Type: If job media selection is not driven by the paper catalog, users choose
from media currently supplied in printer group trays. This option bypasses the tray
association table.
NOTE: Mixed media and tab printing are supported only when the system paper catalog is
used for media selection.

PRINTER GROUPS AND LOAD-BALANCING 61
Reroute on Error
Reroute on Error directs Balance to send the remaining portion of a job to the Fastest Single
Engine when an error (paper jam, out of paper) occurs at the destination printer. When
disabled, jobs wait in the destination printer’s Print queue until the error is cleared.
Reroute on Error settings are ignored for the following:
• Color Split jobs
• Printers that do not support bi-directional communication
• Printer groups with only one print device
• Printers with print device scripts attached
Job Timeout: The interval of time a job must wait in the destination printer’s Print queue
when an error occurs, providing time for the error to be resolved. The Total Reroutes setting
limits the number of times a job may bounce from printer to printer.
Max. Number of Reroutes: The number of reroutes allowable for a single job. On reaching the
maximum, the job waits in the Print queue of the last device until the error is cleared. We
recommend a maximum value to avoid situations in which a job may enter an irresolvable
loop.
Reroute a job
When a reroute occurs, a notification of the error and job status is displayed in Command
WorkStation.
NOTE: Depending on the device, some devices may not report the actual number of copies
and pages.

PRINTER GROUPS AND LOAD-BALANCING 62
The operator can issue or update rerouting instructions from the Reroute dialog box and send
the job on to the next available device. In Command WorkStation and Job Monitor, the
rerouted job appears with the characters “RR_” appended.
TO SPECIFY REROUTE INSTRUCTIONS FOR A JOB
• Enter a value for Extended Time Out and click Apply to extend the current job timeout.
The job will be rerouted with the new instructions when the job timeout expires.
• Click Redirect Job Now to reroute the job immediately, without waiting for the job timeout.
• Click Cancel Job to remove the job from the print queue.
• Click the close box at the upper-right corner of the window to close the notification window
without changing reroute instructions.
The job is rerouted according to the original rerouting instructions and job timeout.
Group Balance settings
Group Balance settings are per-printer group settings that specify how a group splits and
distributes jobs among print devices.

PRINTER GROUPS AND LOAD-BALANCING 63
Load Balance
Load Balance refers to the process of dividing individual print jobs among one or more print
devices. Select a default load-balance method for the group. Jobs sent to the group will be
load-balanced according to the default method if no specific method is specified when the job
is sent to the Balance server.
The default load-balance selection should reflect the most logical and efficient option given
the printers in the printer group. For example:
• If the printer group includes a powerful production black-and-white device and several
color devices, set the default to Color Split, so that the color devices handle only the color
portion of jobs.
• If the group contains only black-and-white engines of different capabilities, set the default
to Fastest Single Engine, so that the printer of choice matches the job requirements exactly,
or Preferred Printer, to route the bulk of jobs to the most productive device.
You can use the following methods to balance print loads for the most efficient use of print
devices in the printer group:
Fastest Single Engine prints the entire job using the most suitable print device in the group,
based on print specifications sent to the server as part of the job ticket.
For example, when a job with specific color options and instructions to be stapled is sent to a
group where more than one print device fits the specifications, Fastest Single Engine will
assign the job to the fastest device, dependent on the current print load on each device. If the
job contains only black-and-white content, only black-and-white print devices are considered
for the Fastest Single Engine selection.
Color Split splits all copies across two devices, with color content sent to the fastest color print
device in the group, and black-and-white content to the fastest black-and-white device in the
group, based on print specifications and the current print load on each device. Some
specifications, such as stapling and Mixed Media, cannot be specified and are ignored for
color devices, because finishing is assumed to take place on merged output.
Color split jobs can save time and money by minimizing the number of pages printed on
slower and more expensive color print devices.
Copy Split sends multiple copies of a single document to different devices, based on print
specifications and the current print load on each device. Copy Split requires that the printer
group contain a minimum of two black-and-white or two color devices.
Long Job Split splits a single copy of a document across different devices, based on print
specifications and the current print load on each device. Some specifications, such as stapling,
are ignored. Long Job Split requires that the printer group contain a minimum of two blackand-white
or two color devices.

PRINTER GROUPS AND LOAD-BALANCING 64
Preferred Printer
When you specify a device as a Preferred Printer, the Balance server attempts to send the
entire job to that particular device.
When Preferred Printer is selected as the default load-balance option, you must select a device
from the printer group in the Preferred Printer menu. Users may override the default and
specify a different preferred printer for a particular job.
NOTE: Preferred Printer may not print the job as specified due to certain constraints. If this
happens, a constraint dialog box will appear.
Use Printer Type
Use Printer Type determines whether black-and-white or color print devices should be used
exclusively for jobs sent to the group. This option is most commonly used by users. Users can
specify in the driver that a black-and-white job sent to a mixed group be printed only on
black-and-white devices, for speed and minimal cost.
As a default setting, you, as the administrator, can use this option to restrict the group to
performing certain types of jobs. For example, if you have a single color print device in the
group that you want held on standby for color jobs only and not used for black-and-white
jobs, set Use Printer Type to Color.
Cover Sheet/Merge
Cover sheet and inline merge options help to simplify the task of collating jobs load-balanced
across multiple print devices:
• Cover sheets are instructional pages containing information about the job. For split jobs,
cover sheets are generated with each portion of a job copy completed by a different print
device. Once all portions are printed, cover sheet information allows the collator to
reassemble each copy, maintaining the integrity of the print job.
• Inline merge features are available on some print devices, allowing portions of a document
printed on one device to be automatically collated into a portions printed on another
device to create a complete copy. Inline merging requires a device with an inline merge or
post-fuser tray.
The following options may be available, based on printers in the printer group:
None Does not generate cover sheets or insert inline pages.
Cover Sheet–Manual Merge Automatically generates cover sheets with information about each
portion of the job, to aid in manual merging (by hand).
Bar Code–Offline Merge Automatically generates cover sheets containing bar codes for
collation by an offline merge finisher (Duplo 1060 and others).

PRINTER GROUPS AND LOAD-BALANCING 65
No Cover Sheet–Inline Merge Inserts preprinted pages from an inline insertion tray. This
option is available only when a job is color split and the printer group contains a black-andwhite
device that supports inline merging.
Inline Merge workflow
You must configure a hybrid printer group for your Balance server to support inline merging.
The group must include at least one color print device and one black-and-white print device
with an inline post-fuser (“inserter” or “interposer”) tray installed.
TO MERGE JOBS USING AN INLINE POST-FUSER TRAY
1 Set Color Split job options:
Send the job to a default Color Split group, or set Load Balance to “Color Split” (see
page 63).
Set Cover Sheet and Merge Options to “No Cover Sheet - Inline Merge.”
Set special printing options for the black-and-white device, if necessary.
Set options for the color device to Face-up, reverse N-1 printing OR Face-down, forward 1-N
printing.
Face-down, forward 1-N printing settings are required for some non-Fiery devices. If you are
uncertain how color media should be placed in the inline inserter tray, run a test job to verify
the correct settings for your merging device.
2 Process the job.
Color pages are sent to a color device and printed. The remainder are sent to the black-andwhite
device, and a message is sent to the copier control panel to load paper, or replace the
paper with Balance-labelled stock, in the post-fuser tray.
3 Place the color pages printed on the color engine in the post-fuser tray.
If you are unsure which way the pages should be facing, consult your printer documentation
or run a small color split job to verify that output is merged properly.
4 Release the job at the black-and-white engine’s control panel.
The black-and-white pages are printed, with color pages interposed in the correct locations.

PRINTER GROUPS AND LOAD-BALANCING 66
Max. No. of Printers
The maximum number of printers is the number of print devices in the printer group over
which a job may be load-balanced. You can limit this number to a one or more print devices,
up to all print devices in the group.
• A larger number of printers generally provides faster throughput by increasing the
likelihood that a device matching print specifications is available at any given time.
• Conversely, by limiting the number of printers available, you can minimize output
variation among the pages of a distributed job, and limit the number of different printers
from which you have to collect output from the same job.
Color Match
Color Match optimizes color consistency when a job is split among more than one color print
device. Balance includes a standard color profile with each portion of a job sent to a separate
color device. The standard color profile overrides default device settings to ensure that each
portion of a job is printed with the same color profile. The Color Match profile system
enables each destination device to map, adjust, and print colors using a consistent standard,
resulting in more even color output. For more information, see “Color output requirements”
on page 53.
Printer installable options
Balance requests verification of device-specific options installed on print devices to gain
complete information about the capabilities of each device.
Once an option is verified as “Installed,” Balance associates the option with the group and
adds corresponding print options to the PPD; for example, a High Capacity Stapler adds to
the stapling options that appear in the printer group’s printer driver. Options marked “Not
Installed” are not used, even if the option is physically installed on the print device.
For more information about specifying printer installable options, see Balance Help.
Pages per Minute (PPM)
You can override the default Pages Per Minute (PPM) for a printer. This option is used for
load-balancing and will split jobs accordingly.

PRINTER GROUPS AND LOAD-BALANCING 67
Scripting
Printer group and print device scripts allow the administrator to customize job processing or
print output by the Balance server. Scripts run for every job sent to the printer group or print
device to which the script is attached.
For detailed information about scripting, including a list of supported script commands,
sample scripts, and debugging information, contact your EFI sales representative.
NOTE: When a script file is attached, Balance searches for a script interpreter based on the file
name extension. If an interpreter is not found, Balance notifies the administrator of the error.
Printer group scripting
Printer group scripts are run when Balance begins processing a job sent to the associated
printer group. Printer group scripts can be used to customize load-balancing options based on
job parameters, such as the number of pages, ratio of color to black-and-white pages, number
of copies, or group properties such as the type or number of printers, or the printer PPM
rates.
For example, after checking job parameters, a script may direct Balance to use Long Job Split
for jobs with 500 or more pages, or use Copy Split for jobs with 10 or more copies.
Print device scripting
Print device scripts are run when the Balance server finishes processing a job and sends
load-balanced portions of the job to printer group devices. Print device scripting can be used
to alter postscript data and change printer output, or to manage the downloading of the job to
the device in place of the Balance server.
Each printer in a printer group can have a separate script attached. If a printer is present in
more than one group, each instance of the printer can have a separate script attached.

PRINTER GROUPS AND LOAD-BALANCING 68
Scripting exceptions
The following exceptions occur with scripting.
• Scripts cannot be used to perform the following:
º Change the actual print data of a job, only the job’s load-balancing specifications.
º Change username and job name properties.
º Change the finishing options, such as stapling or duplexing.
• Progress information is not displayed on the Balance Bar or in Command WorkStation
while a script is running.
• Reroute on Error is disabled for groups when at least one device in the group has a script
attached.

SERVER OPERATION 69
SERVER OPERATION
This chapter describes tools available to the administrator and print operators to manage the
Balance server, monitor job flow status, and edit jobs held at the server. These tools include:
Balance Bar provides a direct administrative interface to the Balance server. You can use the
Balance Bar to start and stop the server, configure the server setup (see page 32), and monitor
job status.
Command WorkStation is a comprehensive print workflow management application designed
for monitoring jobs and print queues. If your print workflow frequently requires operator
intervention, Command WorkStation will likely be your primary management tool for the
Balance server.
WebTools are client installation and server monitoring utilities accessible over a local network
or intranet from a variety of computing platforms.
Impose is a print imposition tool.
Compose is a print editing tool used for mixed media and tab printing.

SERVER OPERATION 70
Using EFI Balance Bar
The Balance Bar provides access to all administrative server functions. The Balance Bar
appears at the top of the screen when Balance is running, and shows the status of jobs
currently processing and printing on the Balance server.
The Balance Bar also provides convenient access to some of the same operational functions
available in Command WorkStation (see page 73). If the Balance server is accepting jobs
directly from clients without help from an operator, you can use the Balance Bar to view job
status information and perform simple server management tasks, such as canceling active jobs
and launching helper utilities.
The following illustration identifies the components of the Balance Bar:
1 2 3 4 5 6
1 Click to expand or collapse the Balance Bar
2 Name of job currently balanced
3 Amount balanced
4 Name of job currently RIPping/printing
5 Errors and other server information
6 Activity light
To toggle between compact and expanded views of the Balance Bar, click the button at the far
left of the bar.
For more information about using Balance Bar, see Balance Help. For detailed information
about Tray Association, see the next section.

SERVER OPERATION 71
Using Tray Association
The Tray Association window maintains a record of the paper media in printer input trays.
Balance uses tray associations to correlate jobs with print devices, based on the media specified
for the job. This mapping system is used for printer groups supporting the system paper
catalog (see page 34), based on the Group Media Selection (see page 60) for the printer group.
If the selected media is not currently loaded in a printer tray, the job is held for operator
intervention until the correct media is supplied. We recommend keeping tray associations
updated to reflect the contents of printer trays and decrease the amount of operator
intervention required to complete print jobs in your Balance environment.
NOTE: Trays may not be mapped for custom PS devices or devices that maintain a native
paper catalog.
TO ASSOCIATE PRINT DEVICE TRAYS WITH MEDIA
1 Right-click the Balance Bar and choose Tray Association.
The Tray Association dialog box appears.
Each print device in Balance printer groups appears. Devices are listed by the Device Name
and IP address, and by printer names assigned during setup.
2 Click the entry next to a tray in the Paper Catalog column.
The paper catalog entry becomes a menu. The menu lists Paper Labels in the system paper
catalog.

SERVER OPERATION 72
3 Use the menu to choose the paper medium from the system paper catalog that currently
resides in the tray.
4 Specify additional information about the media in the tray, if required by the print device.
Some devices require Media Type or other specifications. Click the entry to display the menu,
and choose the item that best describes the media from the list.
5 After configuring each available tray, click Save and Exit.
Tray chaining
You can use the “Auto Select” tray option for tray chaining. For example, if you have a very
large job that uses a single paper medium and includes more sheets than can fit in a single tray,
map the paper catalog media name to the “Auto Select” tray for the selected output device.
When printing the job, the device selects media based on the PPD properties, and can draw
the same media from any available tray.
For devices that are not paper catalog native and do not support tray selection through
PPD-based options, the Tray Association feature provides an instance of ‘Auto Select’ per
physical device tray (except for the manual and special feeder trays). Tray selection options are
ignored by the Balance server and only PPD-based media selections are forwarded to the
device.

SERVER OPERATION 73
Using Command WorkStation
You may already use Command WorkStation to manage print workflow on your Fiery or
EDOX print devices. You can also use Command WorkStation to monitor print queues for
these devices and the Balance server queues.
For information about installing Command WorkStation on satellite workstations, see
page 46. For information about using Command WorkStation to perform more complex
management tasks, such as managing individual print jobs in the queue or monitoring the
Balance server from a remote computer, see Command WorkStation Help.
TO START COMMAND WORKSTATION
• To start Command WorkStation, do one of the following:
Right click the Balance Bar and choose Command WorkStation.
Choose Command WorkStation from the Start > Programs menu in the Windows taskbar.
If you have created a separate shortcut to the Command WorkStation application,
double-click the Command WorkStation icon.
If you chose during installation to start Command WorkStation automatically on server
startup, Command WorkStation may already be running on the server computer.
If you already use Command WorkStation to connect to print devices, the Login Server dialog
box appears, prompting you to choose an existing connection or add a new one.
If you are running Command WorkStation for the first time, the Available Servers dialog box
appears, prompting you to establish a server connection.
Connecting to EFI Balance
You can maintain multiple, simultaneous printer connections in Command WorkStation to
monitor different print queues. Upon starting Command WorkStation, you are prompted to
specify one or more connections, or add a new connection.

SERVER OPERATION 74
TO CONNECT TO A BALANCE SERVER
1 If you have existing Command WorkStation connections and the Login Server dialog box is
displayed, click Add.
The Available Servers dialog box appears. If you are running Command WorkStation for the
first time, this dialog box appears automatically.
Command WorkStation searches for available connections and displays them in the Auto
Search tab.
2 Select the Balance server in the Auto Search tab and click Add.
You can also click the Manual tab to search for the Balance server’s specific DNS name or IP
address, or click Advanced to search specific IP ranges or subnets for the Balance server.
When you add the new connection, the Login Server dialog box appears.
3 Double-click the Balance server connection.
If the server is password protected, you are prompted to enter your administrator or operator
password.
Command WorkStation connects to the Balance server. The server name appears on the
Active Jobs bar, and jobs in Balance server queues appear in the Active and Printed Jobs
windows.

SERVER OPERATION 75
Using WebTools
WebTools are client installation and server monitoring utilities accessible over a local network
or intranet from a variety of computing platforms. Operators and client users can access the
WebTools home page for a Balance server using an Internet browser, connect to the EFI web
site, and download printer group drivers for printing to the Balance server.
If you are running WebTools on Windows Server 2003, you must deselect Internet Explorer
Enhanced Security to enable WebTools to work properly. To do this, use the following
procedure.
TO DESELECT INTERNET EXPLORER ENHANCED SECURITY ON WINDOWS SERVER 2003
1 Select Start, choose Settings, and then choose Control Panel.
2 Select Add/Remove Programs, and then Add/Remove Windows components.
3 Deselect “Internet Explorer Enhanced Security” and click Next.
4 Follow the Windows Components Wizard instructions.
TO ACCESS WEBTOOLS FROM WINDOWS
1 Start your Internet browser application.
2 Enter the IP address or DNS name of a Balance server.
The WebTools home page for the server appears.

SERVER OPERATION 76
3 Select a login level, enter the correct password if needed, and then click OK.
No password is needed to log in as a guest. The Administrator and Operator passwords are
specified in Balance Setup.
4 Click one of the buttons at the left to select one of the WebTools.
Move the pointer over the buttons to display information about the tools. The tools are
described in the sections that follow.
WebTools Security
A user with Balance administrator privileges can enable or disable access to WebTools for
remote users on the network.
TO ENABLE OR DISABLE ACCESS TO WEBTOOLS
1 In your Internet browser, enter the IP address or the DNS name of the Balance server to
display the WebTools home page.
2 Select the Administrator login level, enter the appropriate password, and click OK.
Only users with administrator privileges can control access to WebTools.
3 Click Configure.
4 Select or clear the checkbox next to the name of each tool to enable or disable access to that
tool for remote users.
5 Click OK to apply the changes.
WebLink tool
WebLink tool provides a link to the EFI home page, where you can learn more about
products, services, and support related to Balance workflow software.

SERVER OPERATION 77
Installer
Use the WebTools Installer page to download printer drivers and PPD files for Windows and
Mac OS client platforms. Printer driver and PPD files are available for each platform/printer
group combination.
NOTE: WebTools installers are published only if specified in setup (see page 56).
For detailed information about installing client printer drivers and PPD files, see “Installing
printer drivers and EFI Balance PPD files” on page 39.
Using EFI Impose
Impose is a print imposition tool designed for use with Command WorkStation. Impose
allows the operator to edit, merge, and assemble print jobs as they are being held in Balance
server queues, and arrange pages in layouts for folding, binding, or cutting after printing.
One server-based copy of Impose is provided free with Balance. Additional copies are licensed
separately. For more information about Impose, see Command WorkStation Help.
Using EFI Compose
Compose is a print composition tool designed for use with Command WorkStation.
Compose allows the operator to view and repaginate print jobs, and provides mixed media
features used to specify alternative media for printing or insertion, and tab printing
specifications.
For more information about Compose, see Compose Help.

SERVER OPERATION 78
Print editing workflow
Print operators using Impose and Compose in conjunction with Command WorkStation for
print editing, imposition, mixed media setup and tab printing should consider the following
workflow steps. Due to the different functionality provided by each application, the workflow
order should be followed when more than one of these applications is used in editing a single
job.
NOTE: You must follow the steps in the following order.
TO EDIT A PRINT DOCUMENT USING IMPOSE AND COMPOSE
1 Send the job to the Balance server’s Hold queue.
2 Access the queue using Command WorkStation.
3 Change job properties in Command WorkStation.
4 Decide if you want to impose your job. If so, open the job in Impose in Command
WorkStation.
For more information about Impose, see Command WorkStation Help.
5 Decide if you need to perform the following tasks and open the job in Compose:
• View or repaginate your job
• Specify inserts
• Add and define tabs
• Add or delete pages
NOTE: Compose options are group dependent. For example, if the printer group does not
support tabs, then tab options will not appear.
6 Print the job.

SERVER OPERATION 79
Starting and shutting down the EFI Balance server
Balance starts automatically when you start the server computer. You can run the Balance
server continuously. If you must exit Balance, restart, or shut down the server for any reason,
use the procedures in this section. Do not use the power switch to turn off the Balance server.
When the Processing or Printing areas are active, Balance is receiving, balancing, or printing a
job. Jobs in the Print queue at shutdown balance and print after the server is restarted. Jobs
waiting to split or print at shutdown are moved to the Hold queue. To print held jobs after
the server is restarted, select the held jobs in the Spool area of Command WorkStation and
choose Job > Process.
TO START THE BALANCE SERVER
1 Make sure that server computers connected to the Balance server are turned on and
connected to the network.
2 Turn on the Balance server power switch.
3 Log on using the system’s administrator log-in name and password used to install Balance.
Balance starts automatically when you log in to the operating system.
TO SHUT DOWN THE BALANCE SERVER
1 Make sure that the Processing and Printing areas on the Balance Bar are in Idle mode.
If a job has just finished balancing or printing, wait at least five seconds after the Processing
and Printing areas (viewed through Command WorkStation) become idle, and then proceed
to step 2.
2 From the Windows taskbar, choose Start > Shut Down.
3 Select Shut Down to turn off the server computer, and click OK.
A message appears stating that it is safe to shut down the server. Use the power switch to turn
off the Balance server.
TO EXIT AND RESTART THE BALANCE SERVER
1 Make sure that the Processing and Printing areas on the Balance Bar are in Idle mode.
If a job has just finished balancing or printing, wait at least five seconds after the Processing
and Printing areas (viewed through Command WorkStation) become idle, and then proceed
to step 2.
2 Right-click the Balance Bar and choose Exit Balance from the menu that appears.
3 Click OK at the prompt to exit Balance.
The Balance Bar updates to indicate that you have exited. At this point you can make
modifications to the system configuration or apply a Service Pack to the operating system.

SERVER OPERATION 80
4 To restart Balance, choose Start > Shut Down from the Windows taskbar.
5 Select Restart and click OK.
6 Log on using the system’s administrator log-in name and password used to install Balance.
Balance starts automatically when you log in to the operating system.

PRINTING 81
PRINTING
This chapter describes different methods of printing to a Balance server and monitoring
printed jobs, including:
• Printing from Balance printer drivers
• Printing from Hot Folders
• Using WebTools
Print to Balance printer groups the same way you would print to a stand-alone printer
accessible to your computer: by sending your job to the print device as it is defined on your
computer.
• Balance printer group queues appear on the network as ‘virtual printers,’ even though each
printer group may represent more than one actual print device.
• Each printer group is represented by Print and Hold queues that determine whether the
job is printed directly or held for printing later. The administrator may choose to publish
one or both of these queues.
• After printer driver and PPD files are published, users can download and install them, and
use them to specify print options and to route jobs to the printer group queues.

PRINTING 82
About EFI Balance printer driver and PPD files
A printer driver is a software utility that enables communication between an application and a
print device. A PostScript printer description (PPD) file contains PostScript language
extensions that describe features of a particular print device. Printer drivers and PPD files
work together to ensure that jobs are printed correctly on a specified print device.
Printing to an EFI Balance printer group
When the administrator sets up a printer group, the Balance server generates a group PPD file
that gathers information from the PPD files of individual print devices in the group. Just as
the printer group acts as a single virtual printer, the group PPD acts as the description file for
that virtual printer.
Whenever the administrator adds a print device or removes a print device from a group, the
Balance server dynamically generates a new driver and PPD file based on the new group
configuration.
NOTE: To specify print options and send jobs to a printer group that has been modified, users
must reinstall newly-generated driver and PPD files each time modifications are made to the
printer group.
TO PRINT TO A PRINTER GROUP
1 In your application, choose File > Print.
The Print dialog box appears.
2 Choose the printer group queue you want to print to in the menu showing the list of available
printers (often named Printers).
You can bypass this step by specifying the printer group as your default printer, as described in
the next section.

PRINTING 83
3 Specify print options.
Windows: Click the button (usually named Properties) that displays printer properties.
The Balance printer driver appears.
1 Save Current Settings
2 Save and Manage List of
Settings
3 Click to expand/collapse a
single pane
4 Click or right-click shortcut
to set option
5 Previews page and finishing
options
6 Click to expand/collapse all
7 Click to display Balance
printer driver online help
3
1 2
4
5
6
7
Mac OS: Choose Balance from the menu directly below the Printer menu.
Print options are listed in a menu for applications on Mac OS 9.
1 Choose Balance
2 Click to save current set of
options
3 Scroll to display additional
options
1
3
2

PRINTING 84
Mac OS 10.2 and later versions create extra Balance tabs.
4 Specify print options as desired.
For descriptions and instructions on how to select print options, see Balance Printer Driver
Help.
5 In the Print dialog box, click the button that sends the print job to the printer (usually Print
or OK).
NOTE: Mac OS 10.x does not disable print features constrained by other feature selections.

PRINTING 85
About print options
When a job is sent to a printer group, a variety of different print options may be specified
along with the job. Print options indicate how to process a job and the type of results
expected. Print options fall generally into two categories:
• Balance options specify the load-balancing criteria used to distribute print jobs among
devices in the printer group. Balance options are available across all printer groups. These
options are standard, although the choices available may vary due to the device
composition of the printer group and the default settings of the options.
• Custom options (such as Stapling, Face-down Printing, or Duplex) depend on the
capabilities or current setup of individual print devices in the printer group. These options
may or may not be available, and will usually offer different choices, depending on the
printer group. The group PPD file indexes the capabilities of all devices in the group and
determines the aggregate options available for the group as a whole.
For a detailed description of the Balance options, see “Group Balance settings” on page 62 or
the Balance Printer Driver Help. General descriptions of custom options available for many
print devices can be found in Balance Printer Driver Help. For specific information on
custom print options, see your printer documentation.
NOTE: Some Fiery/EDOX print features are not compatible with Balance and do not appear
in printer drivers. These features include RIP and Hold, manual duplexing, first page source,
and password and security printing features.
Printer’s Default setting
Printer’s Default allows users to accept the default setting for a job option when printing
through Balance. Printer default settings are considered unspecified by Balance until the job
reaches the destination print device. The job then prints using the destination printer’s default
setting.
Printer default options reduce bottlenecks at the Balance server by increasing the options for
load-balanced printing. Encourage users to use printer default values, when possible, if
throughput is slow or jobs are not finding matching printers quickly enough.
For some jobs, specific finishing options may be required. Since default options vary between
print devices, and jobs may be load-balanced across several different devices, we recommend
you specify each print option, rather than accepting the printer default when an option is
specifically required.
For information about the default options for a particular print device, see your printer
documentation.

PRINTING 86
Setting print options
Print options for Balance jobs may be set by an administrator, operator or user in several
locations:
• Administrators set default Balance print options for each printer group during setup.
These options may be overridden for specific jobs by operators or users.
• Windows users may set default Balance or custom print options for printing through a
Balance printer driver or Hot Folders. These defaults override printer group defaults, and
are applied whenever printing through these means unless overridden for a specific job.
• Windows or Mac OS users may specify Balance or custom print options when printing a
job from an application, using the Balance printer driver interface. These settings override
any default settings for the current job only.
• Operators may override user print options by changing Balance or custom print options
from within Command WorkStation.
Similar interfaces are used for specifying print options across applications.
TO SPECIFY DEFAULT PRINT OPTIONS FOR A PRINTER GROUP (WINDOWS ONLY)
1 Choose Start > Settings > Printers from the Windows taskbar to open the Printers control
panel.
2 Right-click the printer icon for the Balance printer group, and choose Properties (Windows
98/Me) or Printing Preferences (Windows XP/2000/Server 2003).
3 Specify default print options as desired and click OK.
NOTE: You can display the exact name of the PPD file for a printer group by clicking the
About tab in the Printers control panel.

PRINTING 87
Using EFI Hot Folders
A hot folder is a Windows directory folder that is linked to a print server using the
Hot Folders application. The Hot Folders application monitors the folder and routes any
documents dropped into the folder to the print server for printing.
Default print settings can also be attached to the hot folder to customize printing. When you
create a hot folder and attach it to a Balance printer group queue, you can use the hot folder
to print with Balance load-balancing, custom print options, or imposition settings. You can
create as many hot folders as you want on your computer, and share them with other users
over a network, including Mac OS users, by creating shortcuts to the folders from remote
computers.
To print a job using a hot folder, simply drag and drop the job document file onto the hot
folder. The Hot Folders software automatically routes the job to the Balance server queue with
the print settings associated with that hot folder.
For information about installing Hot Folders software, see page 46. For more information
about configuring and printing with hot folders, see Hot Folders Help.

DIGITAL STOREFRONT (DSF) CONNECTIVITY AND JOB TICKET SUPPORT 88
DIGITAL STOREFRONT (DSF) CONNECTIVITY AND JOB
TICKET SUPPORT
Digital StoreFront (DSF) is a licensed web site and transaction server that manages print
procurement. It streamlines and automates print ordering and production processes. You can
use DSF to submit jobs to the Balance printer group queues.
DSF setup
When connected to the DSF server, you can submitprint jobs to Balance. When you create
paper catalog driven printer groups in Balance, the printer groups appear in the DSF server as
output devices.
Balance can only work with one DSF Facility at a time. Ask your DSF administrator for the
correct DSF web address, Site-key, and Facility name.
TO SET UP DSF FOR BALANCE
1 From Balance Setup, select DSF Connection.
2 Enter the DSF web address, verify the Site-key, and click Connect.
A list of DSF facilities appears.
3 Select the Facility Name.
Paper Catalog synchronization
When you launch Balance Setup, Balance imports the DSF paper catalog and merges the DSF
new entries into its own paper catalog. If there is a name conflict, the DSF imported entry will
override the Balance paper catalog entry.
DSF Paper Catalog entries that have a “\” or “:” will be ignored by Balance. Imported DSF
paper catalog entries that are longer than 31 characters or with 0 as the paper size are also
ignored.
Paper Catalog based media selection from DSF is recognized by Balance and therefore by
target devices.

DIGITAL STOREFRONT (DSF) CONNECTIVITY AND JOB TICKET SUPPORT 89
Job submission
When you create a Balance group with Group Media Selection set to Paper Catalog, a mirror
output device is created on the DSF server to the shared Facility. Printing a job from DSF to
this new output device sends the job and its job ticket directly from DSF to the Balance group
print or hold queue.
You can also monitor the job status and cancel a job if needed. For more information about
using DSF, see the DSF documentation.
If you are connected to a DSF version 2.0SR2 or earlier, you can submit jobs using Hot
Folders to submit DSF jobs to Balance queues. For more information about submitting jobs
using DSF version 2.0SR2 or earlier, contact EFI Technical Support.
NOTE: You must have groups set to Paper Catalog in order to submit jobs using DSF to
Balance.
TO SUBMIT JOBS TO BALANCE
1 Submit the job you want to print and select the job ticket options by accessing the Print
Services tab.
NOTE: If you need more information about how to submit jobs using DSF, see the DSF
documentation.
2 When you are finished submitting the job, you can select to approve and print your job using
the Admin tab.
NOTE: If you need more information about how to approve and print jobs using DSF, see the
DSF documentation.
In order to print to Balance, under Output, you must choose the desired Balance group name
for which you want to print the job.
The job is sent from DSF to the Balance printer group queue.

DIGITAL STOREFRONT (DSF) CONNECTIVITY AND JOB TICKET SUPPORT 90
DSF installation on an EFI Balance server
Although it is not recommended for performance reasons, you can run DSF and Balance on
the same server computer.
NOTE: Dual installation requires disabling the Apache web server, which prevents users from
accessing Balance WebTools and downloading Mac OS printer drivers. To use the Mac OS
printer drivers, you must install DSF and Balance on two different computers, or enable
Apache only for periodic downloading of updated printer drivers.
The following system requirements are required to support both server applications:
• Dual processor
• 1 GB of RAM
TO INSTALL DSF AND BALANCE ON THE SAME COMPUTER
1 Install Balance.
2 Install DSF.
3 In the Windows Control Panel, choose Administrative Tools > Services.
You can also select Start > Run, type “services.msc”, and then click Enter.
The Windows Services Control Panel appears.
4 Right-click the Apache service and choose Disabled.
5 Right-click the ASP.NET state service and choose Start.
If the ASP.NET service is already running, skip this step.
6 From the Windows Control Panel, choose Administrative Tools > Internet Information
Services.
7 Use the panel to the left of the window to expand the Local Computer and Web Sites folders.
8 Right-click Default Web Site and choose Start.
If Default Web Site is already running, skip this step.

DIGITAL STOREFRONT (DSF) CONNECTIVITY AND JOB TICKET SUPPORT 91
DSF job ticket options
The following table shows DSF job ticket options supported by Balance, provided that the
target devices in the printer groups also support them.
NOTE: Target devices may only support a subset of the overall Balance capability.
DSF Naming Balance Naming Comments
Option Value Option Value
Job name “string” Job name “string”
Number of copies “integer” Number of copies “integer” Balance allows up to 9999 copies for one
job. If you are using a Fiery, refer to the
Fiery specifications for the maximum
number of copies.
Printed Sides Simplex Duplex Off
Duplex Top-top Some target devices may specify edge feed
direction instead.
Duplex with
tumble
Top-bottom
Proof
Yes/no
(checkbox)
Proof Print
On/Off
Media “string” Paper Catalog name “string” DSF and Balance paper catalogs are
synchronized when you perform Balance
Setup.
Special
instructions
“string” Instructions “string”

DIGITAL STOREFRONT (DSF) CONNECTIVITY AND JOB TICKET SUPPORT 92
DSF Naming Balance Naming Comments
Option Value Option Value
Stapling Bottom Left Stapler Mode Single (Upper Left-L) Maps to Single Bottom (Left-P) for
Portrait Jobs.
Bottom left slant
Bottom right
slant
Upper left
horizontal
Bottom Left Slanted
Bottom Right Slanted
Single (Upper Right-L)
Maps to Single (Vertical Right-L) for
Landscape jobs.
Upper left slant Corner (Upper Left-P) If job is landscape, maps to Corner
(Upper Right-L).
Upper left vertical Single (Upper Left-P) If job is landscape, maps to Single (Upper
Right-L).
2 left edge Double (Left-P) Maps to Double (Top-L) for landscape
jobs.
2 top edge Double (Top-P) Maps to Double (Right-L) for landscape
jobs.
Upper left Corner (Upper Left-P) Maps to Corner (Upper Right - L) for
landscape jobs.
Punching Left 2 Punch Left Portrait
Left 4
Left (3 holes)
Four hole left
Three hole left
Folding Z Fold Folding Z fold
Half
Half
Tri (in) Tri Does not differentiate between in or out.
Refer to your output device
Tri (out)
specifications.
Collation Yes/no Sorter mode Collate/off
Slipsheets Yes Slip Sheet Mode On
Trimming Default Trim On Maps all DSF trimming options to “On”.
Height
Offset
Width
On
On
On

DIGITAL STOREFRONT (DSF) CONNECTIVITY AND JOB TICKET SUPPORT 93
DSF Naming Balance Naming Comments
Option Value Option Value
Binding Saddle stitch Saddle stitch
Saddle stitch - 2
staples
Saddle stitch - 3
staples
Stapler mode Saddle Stitch Exact number of staples may not be
matched. Please refer to your output
device specifications.
Saddle-stitched 4
staples
Tape Tape binding Xerox DocuTech only

TROUBLESHOOTING 94
TROUBLESHOOTING
This chapter provides troubleshooting guidelines for problems that might arise when
managing or printing to a Balance server.
Before calling for service
Check the guidelines in this section before you call for service or support. If you cannot
resolve the problem using the guidelines below, make a note of the error condition and
contact your authorized service/support center.
Pre-call checklist
Before contacting EFI for service or support, please collect the following information:
• Balance version number
In Command WorkStation, in the General Info section in the lower-right corner, the
Balance version number is listed as “System.” You can also find the version number in your
Balance package.
• Balance license serial number
Choose Start>Programs >EFI>Balance License Manager to verify your license number
(see page 26), or check your hardware security key.
• Printer group information, if there is a load-balancing or printing problem
View printer group information in Balance Setup (see page 57) or choose Server > Print
Pages in Command WorkStation to print a Configuration page for a selected printer
group.
• Print settings for a failed job, if there is a printing problem
Double-click a job in Command WorkStation to see print settings associated with the job.
If the job fails to print to the Balance printer group, print a PDF copy of the job using
Adobe Acrobat.
• Make sure you do not have more than eight live connections
Balance allows eight live connections to Command WorkStation, Job Monitor, Scan, or
Hot Folders. If you have more than eight live connections, the server may stall or will not
communicate.
• Print Error Message
If a job fails to print and is at the bottom of the Printed Jobs section (shaded in pink),
double-click the job to view the error message. Next, click View Properties and select Print
Properties for a printout of the job ticket options.

TROUBLESHOOTING 95
Maintenance
In addition to routine service and maintenance of printers, and replenishment of
consumables, there are a few things you can do to improve the overall performance of your
system:
• Make the best use of network connections by publishing only queues that are used.
Balance constantly monitors all published queues, even if they are inactive. Review
published queues and eliminate those that are infrequently used (they are easy to
re-establish when needed).
• Delete unused printer groups to speed performance.
• Hold recurring or less urgent print jobs and print them at times when network traffic or
printing requirements are light.
When traffic is low, an administrator or operator can move (or copy) Hold queue jobs to
the Print queue for printing.
• Reduce unnecessary server connections from Command WorkStation.
• Reduce other unnecessary two-way communication.
Large numbers of users running Balance utilities may have a significant effect on server
performance. If you use a second or third Balance server on an occasional basis,
performance will improve if you log off when you are not using it.
• Clear inactive jobs from queues.
Periodically review the contents of the Hold queue, and jobs retained in the Printed queue.
Consider printing or offloading inactive jobs to preserve disk space.
• Use job management tools to move or remove queued jobs. When you free up disk space
by removing inactive jobs, new jobs are spooled and printed more quickly.
• Disable queues that collect inactive jobs.
You can also disable the Printed queue or leave Hold queues unpublished to keep jobs
from accumulating.

TROUBLESHOOTING 96
Clear the server
As a last resort, an administrator can clear the server if a job persists in the system and prevents
printing despite attempts to cancel or delete it. If possible, notify users that you will clear their
jobs from the server so they can back them up and resend them when the server is back in
operation.
Error messages
Your problem may originate with the destination printer and not at the Balance server. If the
problem occurs at the destination printer, the Balance Bar and Command WorkStation both
display error messages generated by printers in each printer group.
For more information about printer error messages, see your documentation for the
destination printer sending the error message.
Troubleshooting
If you see any startup error messages or if the Balance server does not reach Idle status, contact
your authorized service/support center.
Setup troubleshooting
The following section explains some of the error and alert messages you may see during
Balance Setup that might not be self-explanatory.
Balance Setup messages
After this Setup item This message Means
Balance Setup
(opening Balance Setup)
You should be an administrator to
run Balance Setup.
An administrator password has been set for the Balance server.
Enter the correct administrator password to access Balance Setup
(see Balance Help).

TROUBLESHOOTING 97
Printer Group Setup messages
The following messages may appear when you are setting up printer groups (General
Setup>Printer Groups>Add or Edit/View).
This message
The printer type at this IP address
is not supported. Please visit our
website, http://services.efi.com/
efibalance.
This printer/device already exists
in this group.
Please try again.
Problem getting the printer file
from remote location.
You’ve exceeded the maximum
number of printers allowed for
this group.
You’ve entered an invalid character
in the group/printer name.
Your changes will affect these
groups:
Please select the device type.
is not an
authorized OEM.
Please add one or more printers to
this group or press CANCEL.
Means
Balance does not yet support the selected print device. For more information, visit the listed website.
The selected print device has already been added to the printer group.
The last performed action was not recognized by Balance. Try repeating the action.
Balance is having trouble obtaining the print device’s PPD file over
the network.
Each printer group is allowed a maximum number of print devices, specified by your license
agreement.
The specified name contains an invalid character. Enter a new name consisting of valid characters, as
described on page 57.
You have modified the installable options settings for a print device. The changes will be applied to all
printer groups that contain the print device.
You must specify an option from the Server Family menu.
You have selected a print device that is not supported by your license agreement.
The printer group does not contain any print devices. Each printer group must contain at least one
print device.

TROUBLESHOOTING 98
Network Setup messages
After this Setup item This message Means
Enable AppleTalk
(Network Setup >Protocol
Setup>AppleTalk Setup)
Protocol Setup or Service Setup
(Network Setup)
No AppleTalk zone found.
You must first enable
a network port.
The Ethernet network cable is not attached to the connector on the
Balance server, or the network cable is not plugged into the hub or
network. If your AppleTalk network has zones, and you want to specify
a zone for the Balance server, you must connect the network cable to
the Balance server before performing AppleTalk Setup.
This message could also mean that the AppleTalk network does not
have zones. Zones are not required for printing to the Balance server.
Press OK to continue.
Runtime error messages
Error messages related to job cancellation and printing, including Disk Full and alerts to load
media, are reported by job management utilities. For more information about these messages,
see your printer documentation.
You can turn on PostScript error reporting as a print option from Mac OS applications.
Check power and cable: The interface cable between the Balance server and the device is not
connected, or the print device is not turned on.
Printer not found: Most failures to find a print device on the network are due to conflicting or
missing name or address settings for the Balance server:
• TCP/IP host name (also known as the DNS name), is defined by your organization. The
Balance server picks up this name during setup.
• Remote print device (internal machine) name, either print or hold.
You must reconfigure Balance utilities on each computer if you change the DNS name
(TCP/IP host name) of the Balance server. Check the table below for the appropriate name.
In this location For this item TCP/IP networks
Server Setup Server Name option Administrator-defined
Hosts file host name DNS name (TCP/IP host name)
Setup for TCP/IP lpd host name DNS name (TCP/IP host name)
Name of printer on lpd host machine
print or hold
Cannot connect to Balance server with Balance utilities: Check to ensure that the appropriate
network protocol is enabled, and that corresponding parameters (for example, for TCP/IP, the
IP address, etc.) are set (see Balance Help). Verify also that Print or Hold queues are
published. You can check these settings quickly by printing a Configuration page.

TROUBLESHOOTING 99
On the client computer, the appropriate network protocol(s) must be loaded, and the
Windows directory should contain a configured Efinl.ini file.
Cannot connect to a Balance server with Command WorkStation: If there is a problem
connecting to a Balance server, an error message is displayed. The problem can occur:
• When the Balance server is first turned on
• When the Balance server restarts
• When you changed settings affecting the server address and did not reconfigure the
connection to the server
If you see this problem, try the following possible solutions in sequence:
• A remote computer running the Balance utilities may be interfering by obtaining status
information. If possible, close the remote application, and try again to connect.
• Restart Command WorkStation and try again to connect.
• Modify the connection configuration if necessary, or delete the Efinl.ini file and
reconfigure the connection.
• Restart the Balance server.
Print troubleshooting
When the Reroute on Error option (see page 61) is enabled and there is a print device error or
a similar print device problem, a notification message appears describing the problem and
prompting you for further reroute instructions. Other issues may be addressed by changing
print options selected for your job.
As preparation for troubleshooting printing problems, you can print out the Balance
Configuration page by choosing Print Pages in Command WorkStation from the Server
menu. The Configuration page lists server information, and all print devices in printer groups
configured on the server.
Jobs print without specified finishing options
Print devices may support different finishing options. Even if these options are available in
your print environment, you may not always be able to guarantee your job will include the
specified options. There are several related reasons for this:
• The finishing options you want may be concentrated on one or two machines which are
frequently busy.
• Finishing options may not be available on a print device which has unique capability to
complete your job (such as, a color print device with the right size of paper).

TROUBLESHOOTING 100
• Your Balance environment may be set up such that jobs are redirected to print at machines
without matching finishing options if the correct machine is not immediately available.
This is common in high-traffic print environments.
Besides removing specified finishing settings, you can increase your chances of having the job
print as specified by doing the following:
• Specify “Both” for the Use Printer Type setting.
• Wait until print device traffic decreases, or print during off hours.
Printer group does not display all available options
Sometimes print options provided by printer group devices may appear to be unavailable.
This may happen because the missing options:
• are installable options that were not specified during setup (see page 66), or that have
changed since printer group setup.
• may be incompatible with or irrelevant to the Balance printing workflow.
• may appear under similar, but different names, because Balance uses only one name for
common options provided by multiple devices in the same printer group.
• are ColorWise options. Unless all included devices are identical, only three ColorWise
options are displayed for each printer group.
NOTE: Options may appear, but may not be available for selection in the Balance printer
driver if their use is constrained by other print specifications.
Mixed media option or Compose does not appear
Mixed media options may fail to appear in the print options display for a printer group. This
may happen because:
• The Group Media Selection (see page 60) is not set for use of the system paper catalog,
which is required for mixed media printing.
• The printer group may not contain a device with mixed media capabilities. Verify that
your mixed media device is supported by Balance and added to a printer group that can
support its mixed media capabilities (see page 53).
• A particular mixed media option is only supported by a color mixed media device in the
printer group. If a black-and-white mixed media device is present in the same group, the
color device is not treated as a mixed media device.

TROUBLESHOOTING 101
Long Job Split or Color Split option does not work
If you use Command WorkStation to specify mixed media settings for a job, along with the
Long Job Split load-balancing option, the job will print using the Fastest Single Engine option
instead. A similar result may occur if Color Split is specified for a mixed media job. Such
results are the expected behavior, due to inherent conflicts between the Mixed Media feature
and load-balancing options.
Documents take a long time to print
There are several reasons a job may take a long time to print:
• Selected finishing options may be concentrated on one or two machines that are currently
busy with other jobs.
• The job was sent to destination print devices which are offline or in an error state.
• The job is not shared among enough potential print devices in the printer group to
improve speed of completion.
You can speed up printing by doing the following:
• Increase the Max. Number of Printers (see page 66), and set Use Printer Type (see page 64)
to “Both” if jobs can be completed by any type of device.
• Select Reroute on Error (see page 61) so that jobs do not wait for stalled print devices.
• Increase the Max. Number Reroutes (see page 61).
• Clear unnecessary print specifications sent with the job, and use printer defaults instead.
The more options selected for a job, the more likely the job can only be completed by a
single print device, which may be busy.
Reroute notification issues
Reroute window appears and disappears repeatedly
If the reroute notification window (see page 61) appears and disappears repeatedly in
Command WorkStation, the destination print device may be in the process of warming up.
The reroute notification window appears because Balance treats print device warm-up periods
as errors. However, actual rerouting of jobs will only occur after the print device has finished
warming up. If the warm-up period is long, the notification window may disappear and
reappear a number of times, while the job timeout interval expires and resets repeatedly.
Reroute window takes awhile to appear
If there are many devices attached to Balance, the Reroute window may take awhile to appear.

TROUBLESHOOTING 102
Preferred Printer errors
When a Preferred Printer is about to be selected, you may receive a warning message that
indicates the selected Preferred Printer is missing some finishing capability to complete the
job. You should then modify the job ticket, or pick a different preferred printer.
After a Preferred Printer is picked, when you are assigning new job properties, a conflict
window may appear, reminding you that the currently selected preferred printer cannot allow
the selection.
Errors during load-balancing
Balance reports errors in two formats:
Processing errors: general errors that occur when the Balance server processes a job in order to
load-balance the job between devices.
Device errors: errors that occur when the Balance server cannot find a device to print the job.
Device errors use the following format:
::
where is the user-provided device name, and is the description
of the error condition on the device.
For example,
MyDevice :: Duplex=Top :: not available
indicates the job cannot be sent to MyDevice in the printer group because MyDevice does not
support the Duplex Top feature.
Processing errors
This Message
Error processing the job
No devices configured into the cluster
Requested cluster was not found
No healthy device found in requested cluster
No valid B&W device found in cluster
No valid Color device found in cluster
No valid device found in cluster
Means
Balance failed to generate an output PostScript file.
No devices are present in the group.
The printer group no longer exists.
All devices in the group are either not responding or in an error state.
The job requires a black-and-white printer (color split or explicit user selection of blackand-white-only
printers) but none are available.
The job requires a color printer (color split or explicit user selection of color only printers)
but none are available.
Balance cannot find a valid printer to print the job. The License may not be configured
properly.

TROUBLESHOOTING 103
This Message
General error while selecting devices
Did not find both a Color device and a B&W
device
Could not select any device that matches the
PPD selections
Error in Long Job Split
Error in Color Splitting Job
Error in Copy Split
Error in parsing file
No license available for Load Balancing
No license available for devices in cluster
Error in downloading Job
Could not find suitable printers
Could not connect to one of the printers
Failed to reroute - maximum count reached
Rerouted
Lost connection to remote printer
Unsupported job attribute combination
This printer group does not support tab
printing
The current Balance License is invalid
Please modify your cluster(s) according to
the new license
Unable to apply requested imposition
template
Long Job Split with Special Features not
supported
Means
Balance cannot find a device for the requested split type.
The job is Color Split, but Balance cannot find both black-and-white and color devices.
The job is mixed page size and one of the requested finishing options does not work with
mixed page sizes.
Balance cannot Long Job Split the job.
Balance cannot Color Split the job.
Balance cannot Copy Split the job.
Balance cannot extract pages and language information from the job.
The license does not permit load-balancing.
The printers in the group are not licensed.
The connection established with a Fiery device was broken while downloading the job.
Balance cannot find a printer in the group that can print the job.
Balance cannot connect to one of the printers in the group.
Reroutes have reached the maximum, with no more reroutes possible for the job.
The job or one of its portions has been rerouted.
The printer reset the connection with Balance.
Two or more user-selected options cannot be honored for the job.
The job requests tab media insertion, but none of the printers in the group support tab
insertion.
The license is not set or is invalid.
The license has been changed since last time setup was run.
The selected imposition template cannot be applied to the job. Some of the imposition
templates require a certain number of pages in the job.
The user selected Long Job Split, and the job has Mixed Media/Inline Merge/Tabs
Insertion/FC/BC settings, which are not supported with Long Job Split.

TROUBLESHOOTING 104
Device Errors
This Message
= :: not available
Does not support Mixed Media
Does not support Tab media insertion
Device is in error state
Device is not healthy
Requested Tab Media can not be used in this
job
Mixed Media with Tab Insertion not
supported
Tab Insertion with FC/BC not supported
Mixed Media with Inline Merge not
supported
Inline Merge with FC/BC not supported
Tab Insertion with Media Insertions not
supported
Inline Merge with Media Insertions not
supported
Inline Merge with Mixed Page Size not
supported
Booklet with Mixed Page Size not supported
Tab Insertion with Mixed Page Size not
supported
Mixed Media with Booklet not supported
Inline Merge with Booklet not supported
Tab Insertion with Booklet not supported
Media Insertions with Booklet not
supported
FC/BC with Booklet not supported
Requested finishing option(s) only available
with Inline Merge
Means
The device is removed because user-selected for is not available on the
device. For example, Duplex=Top :: not available
The job requests mixed media, but the device does not support it.
The job requests tab insertions, but the device does not support it.
The device is in error state and the job cannot print.
The device is not accepting jobs, possibly because maximum connections have been
reached, or the device is not responding. Try sending a job directly to the device through
Command WorkStation to see if it can still print.
The device is removed because the size of the tab is either not available or not supportedby
the device.
The device is removed because it does not support mixed media with tab insertion.
The device is removed because it does not support covers with tab insertions.
The device is removed because it does not support mixed media with inline merge.
The device is removed because it does not support covers with inline merge.
The device is removed because it does not support tab insertion and media insertion.
The device is removed because it does not support media insertion with inline merge.
The device is removed because it does not support mixed page sizes with inline merge.
The device is removed because it does not support mixed page sizes with booklet printing.
The device is removed because it does not support tab insertion with mixed page size
printing.
The device is removed because it does not support mixed media with booklet printing.
The device is removed because it does not support inline merge with booklet printing.
The device is removed because it does not support tab insertion with booklet printing.
The device is removed because it does not support media insertion with booklet printing.
The device is removed because it does not support covers with booklet printing.
The device is removed because it does not support one of the selected finishing options with
inline merge.

WINDOWS XP CONNECTION 105
WINDOWS XP CONNECTION
This chapter explains connection procedures for Windows XP computers. It describes how to
enable Point and Print for Windows XP and also describes specific connection procedures for
Windows XP with Service Pack 2.
Enabling Point and Print (PNP) for Windows XP computers
Use the next procedure to enable PNP from any Windows XP machine. If you want to enable
PNP driver access, use the following procedure, Enabling Point and Print access for Windows
XP computers.
TO ENABLE PNP ON WINDOWS XP COMPUTERS (BALANCE SERVER OPERATION)
1 Right-click My Computer and select Manage.
2 Expand Local Users and Groups.
3 Select Users.
4 Select Guest in the right column.
5 Verify that Account is disabled and is not selected.
6 Click OK.
Enabling Point and Print access for Windows XP computers
To access the PNP drivers, enable file sharing on your system’s hard disk, and then disable it.
TO ENABLE PNP ACCESS FOR WINDOWS XP COMPUTERS
1 Follow the previous procedure, Enabling Point and Print (PNP) for Windows XP computers.
2 Right-click on your system’s hard disk icon.
3 Access the Sharing and Security/Sharing tab.
4 Under Network Sharing and Security, select Share this Folder on the Network.
5 Enter your system’s hard disk under the share name.
6 Click OK.
7 Access the Sharing and Security/Sharing tab.
8 Deselect Share this Folder on the Network.
9 Click OK.

WINDOWS XP CONNECTION 106
Connecting Windows XP Service Pack 2
The following procedures are specific to Windows XP Service Pack 2. This section describes
how to properly connect computers outside of the Balance subnet, and how to enable using
Windows XP Service Pack 2 computers.
Connecting to a server from a client computer outside the
EFI Balance subnet
If you need to connect to the Balance server using other subnets, contact your network
administrator to find out which subnets to add to the custom list.
TO CONNECT TO A SERVER FROM A CLIENT COMPUTER (BALANCE SERVER OPERATION)
1 Access the Control Panel and then Windows Firewall.
2 Click the Exceptions tab.
3 Double-click File and then Printer Sharing.
4 Click Change Scope.
5 Select Custom list.
6 Contact your network administrator to find out which subnets to add to the Custom list.
7 Click OK.
Enabling the remote Windows XP Service pack 2 computer to
access utilities
Windows XP Service Pack 2 includes a Windows Firewall which blocks Command
WorkStation, Hot Folders, Scan and WebTools by default. The following procedure describes
how to allow these connections.
TO ENABLE REMOTE CLIENT ACCESS FROM COMMAND WORKSTATION, HOT FOLDERS AND SCAN FROM A
BALANCE SERVER
1 Access the Control Panel and then Windows Firewall.
2 Click the Exceptions tab.
3 Click Add Port.

WINDOWS XP CONNECTION 107
4 Name the port and use the following port numbers to allow these connections:
Connecting to
Port Number (s)
Command WorkStation 515
Hot Folders 515
Scan 515
WebTools 80
Scan 1.7 8021, 8022
Command WorkStation
(using Auto Discovery)
Hot Folders
(using Auto Discovery)
Scan (using Auto Discovery)
161 (UDP)
161 (UDP)
161 (UDP)
Port 9100 9100
5 Click OK.
Disabling the Pop-up Blocker from Internet Explorer
You may have to change the Pop-up Blocker settings in Internet Explorer if you cannot
connect to WebTools.
TO DISABLE THE POP-UP BLOCKER SETTINGS FROM A CLIENT COMPUTER
1 From Internet Explorer, in the Tools menu, select Pop-up Blocker and then Pop-up Blocker
Settings.
2 Add the WebTools IP address to the list of sites to connect to outside the server.

DIGIMASTER FAMILY ENABLER 108
DIGIMASTER FAMILY ENABLER
The Digimaster Family Enabler connects directly to Digimaster 9110 and 9150i printers. If
you license the Digimaster Family Enabler, read the following sections carefully.
For information about the supported printers and versions, see
http://www.efi.com/products/velocity_balance.fhtml
Setup and supported features
Devices connected through the Digimaster Family Enabler support most Balance
load-balancing features, standard print options, and some native features. When including
these devices in printer groups, consider the following:
• Only one print queue per physical device may be added to any printer group.
• Devices do not respond to “Auto Discovery” in the Setup dialog box and must be specified
manually by model, IP address, and specific queue name.
• Bi-directional communication is not supported.
• Balance assumes corresponding features (such as printing speed) in a trusted mode. No
verification of the engine type is made in Setup.
• A native paper catalog is supported and imported when the device is added to a Balance
printer group.
• Jobs are downloaded using the LPR protocol.
• Mixed media and tab printing capabilities are supported.
• Inline merging of color split jobs is supported if the optional inline post-fuser inserter tray
is installed.
• Slip sheets are supported
• Automatic tab kickout

XEROX DOCUTECH/NUVERA ENABLER 109
XEROX DOCUTECH/NUVERA ENABLER
The Xerox DocuTech/Nuvera Enabler connects directly to Xerox DocuTech/Nuvera
Production Publisher printers. If you license the Xerox DocuTech/Nuvera Enabler for use
with Balance or Nuvera server, read the following sections carefully.
For information about the supported printers and versions, see
http://www.efi.com/products/velocity_balance.fhtml
Setup and supported features
Devices connected through the Xerox DocuTech/Nuvera Enabler support most Balance
load-balancing features, standard print options, and some native features. When including
these devices in printer groups, consider the following:
• Only one print queue per physical device may be added to any printer group.
• Devices do not respond to “Auto Discovery” in the Setup dialog and must be specified
manually by model, IP address, and specific queue name.
• Balance assumes corresponding features (such as printing speed) in a trusted mode. No
verification of the engine type is made in Setup.
• Bi-directional communication is not supported.
• Mixed media and tab printing capabilities are supported.
• Inline merging of color split jobs is supported if the optional inline post-fuser inserter tray
is installed.
• No finishing subset support

DIGIPATH 110
DIGIPATH
If you license DigiPath for use with the Balance server, read the following sections carefully.
For information about the supported printers and versions, see
http://www.efi.com/products/velocity_balance.fhtml
DigiPath 3.0 and 4.0 print support
The DigiPath Document Scan and Makeready application (DSM) can submit print jobs to
any printer group containing Xerox DocuSP powered DocuTech/Nuvera devices, Fiery
powered machines, or any other black-and-white production digital engine that the Balance
server supports. The server will honor ticketing information submitted from the DigiPath
server to the extent of printer group device capabilities, with the exception of tabs, which are
honored only when the target device is either a DocuTech/Nuvera or belongs to the
Digimaster family.
TO CONNECT DIGIPATH TO A PRINTER GROUP
1 Start DSM and select File > Production Print.
2 In the Servers and Connections dialog box, click Add Printer.
The Edit Printer dialog box appears.
3 Enter information to describe the print connection:
Enter a name for the connection to the Balance printer group (for example: myGroupHold) as
the Printer name.
Enter the DNS name or IP address of the Balance server as the Printer server.
Enter a printer group queue name as the Print queue with the following syntax:
_
where is the name of the queue to which outgoing jobs are sent (hold or print),
and is the name of the printer group (for example: hold_myGroupHold).
Choose the DigiPath server type as the Printer model.
For DigiPath 3.0, choose “DocuTech 6180: DocuSP Server 3.1.”
For DigiPath 4.0, choose “DocuTech 6180: DocuSP Server 3.8.”
Choose “Extended connectivity print job manager” as the Print manager.
Choose TCP/IP as the Network Type.
For DigiPath 4.0, select Support legacy DocuSP under Job Handling.
4 Click OK.

INDEX 111
INDEX
B
Balance Bar
Tray Association 71
bi-directional communication 53
booklet printing 77
C
Chooser, Mac OS 43
Clear Server 96
Color Match 53, 66
Color Split 53, 63, 65
Command WorkStation
about 21
connect to EFI Balance server 74
install 46
print workflow 78
start 73
configuration, see setup
Copy Split 63
Cover Sheet and Merge Options 64
covers 77
D
definitions 22
Digimaster Family Enabler 108
DigiPath, Xerox 91, 106, 110
Docstream printers 58
Docutech, Xerox 109
dongle, see hardware security key
driver, printer 82
DSF
connect 88
job ticket 91
Paper Catalog 88
setup 88
submit jobs 89
E
EDOX printers 58
EFI Balance Bar 70
EFI Balance Setup 32
Exit EFI Balance 79
status display 79
EFI Balance License Manager 30
EFI Balance Workflow Software modules 21
EFI Compose 21
install 46
EFI home page 76
EFI Impose 21, 77, 78
install 46
EFI printer driver, see printer driver files
EFI Scan for EFI Balance 21
EFI Balance
install 27
licensing terms 30
package contents 21
shut down 79
start 79
uninstall 25
workflow 49
EFI Balance server, see server
EFI Compose 77, 78
EFI Scan 21
error messages 96, 97, 98, 102
Exit EFI Balance 79
F
Fastest Single Engine 63
Fiery printers 58
G
General setup options 32
H
hardware security key 21, 26
hold queue 79
Hot Folders 87
about 21
install 46
print with 87
I
imposition 77
inline insertion tray 65
Input Tray/Media Type 60

INDEX 112
install
configurations 47
EFI Balance server 27
hardware security key 26
Job Monitor 48
printer driver files
Mac OS 42, 43, 44
Windows 40
printer files from WebTools 77
update printer driver files 46
utilities 46
J
job
defined 22
edit 73
hold 73
load balance decision process 49
override 73
print 82
status 73, 79
Job Monitor 21, 48
Job Timeout 61
L
load balance 53
defined 22
printer group considerations for 52
process 52
specifications 63
workflow diagram for 50
Long Job Split 53, 63
M
Max. Number of Printers 66
Max. Number of Reroutes 61
media insertion 77
Media Type 60
merge, inline 65
mixed media 53, 77
O
one-way server communication 53
operational station 47
operator 47
P
Paper Catalog 34, 60
associate media with printer trays 71
tab specifications 36
parallel port 26
PostScript 22
PPD (PostScript printer description), see printer
driver files
Print Center, Mac OS 44
print devices, see printers
print options 85
default 86
printer’s default settings 85
specify 86
print queues 79
printer driver files 82
download 77
install
Mac OS 42
Windows 40
Mac OS 9 driver interface 83
Mac OS X driver interface 84
set up
Mac OS 9 43
Mac OS X 44
update 46
Windows driver interface 83
printer groups
add printers 58
color requirements 53
composition 52
default print options 60
defined 22
delete 57
installable options 66
load balance selection process 50
mixed media requirements 53
one-way server communication 53
print to 82
printer driver files 82
scripting 67
setup 54 to 68
view properties 57
printers
add to printer groups 58
finishing modules 66
installable options 66
load balance selection process 52
virtual 22
Q
queues 79
monitor 73

INDEX 113
R
Reroute on Error 53, 61
S
Scan for EFI Balance 21
scripting, printer and printer group 67
server
exit 79
maintenance 95
monitor job status 79
print to 82
restart 79
setup see setup
shut down 79
start 79
system requirements 23
setup 32
access 32
license information 30
Paper Catalog 34
Printer Groups 54 to 68
tab printing 36
shut down EFI Balance server 79
start EFI Balance server 79
system requirements
EFI Balance server 23
Mac OS workstation 39
Windows workstation 38
V
virtual printer 22
W
WebTools
about 21
access 75
download
Mac OS printer files 42
Windows printer files 41
home page 41, 75
overview 75
privileges 76
security 76
WebLink 76
workflow
EFI Balance 49
inline merge 65
print editing 78
X
Xerox DigiPath 91, 106, 110
Xerox Docutech 109
T
tab printing 36, 77
terminology 22
Tray Association 71
troubleshooting 94
cannot connect to EFI Balance 98
checklist 94
Command WorkStation 99
load balancing 102
network setup 98
printer group setup 97
printing 99, 102
runtime 98
setup 96
U
uninstall
EFI Balance 25
USB port 26
Use Printer Type 64