Managing Printer Deployment via CSV File

Managing Printer Deployment Assignments Using a CSV File

Printer deployment assignments can be managed by use of CSV files.

Export Deployment Assignments

With this feature you can export a list of all printer deployment assignments in the Printer Installer database to a CSV file. This can be useful as a reference for adding or updating deployment assignments by CSV file.

For TCP/IP printer deployments: Go to Tools -> Import / Export -> Data Manager. Select Export, select the TCP/IP Printer > Deployments Data Type, click Go, and save the CSV anywhere you want.

For Windows Shared printer deployments: Go to Tools -> Import / Export -> Data Manager. Select Export, select the Windows Shared Printer > Deployments Data Type, click Go, and save the CSV anywhere you want.

Information contained in the CSV includes the printer’s name and folder, the assigned AD objects and IP address ranges, and the default printer option.

Import Deployment Assignments

Printer deployment assignments can be imported in bulk with this method. It can be part of converting a large number of unmanaged direct IP printers to PI-managed direct IP printers.

Go to Tools -> Import / Export -> Data Manager. Select Insert, select the TCP/IP Printer > Deployments or Windows Shared Printer > Deployments Data Type, click Go, and select the CSV file containing the deployment assignments to be added. Make sure the column names are correctly associated with the field names in the dialog box.

The only columns that are required are “Printer Name”, "Printer Folder", and one assignment type.

Update Deployment Assignments

The process for updating printer deployment assignments via CSV file is similar to importing them. The only deployment information that can be updated is the "Include Users" field, the "Include Computers" field, and the "Set Default" field.

Go to Tools -> Import / Export -> Data Manager. Select Update, select the TCP/IP Printer Data Type, click Go, and select the CSV file containing the deployment assignments to be updated. Make sure the column names are correctly associated with the field names in the dialog box.

Printers will be identified by “Printer Name” and “Printer Folder”. If “Printer Folder” is not specified, the entire tree will be searched for a printer with a matching name. If more or less than one printer with that name is found, an error will occur. The specific deployment assignment on the printer is identified by the security object name and type (User Name, Computer Name, Group Name, etc.).

Delete Printers

To delete printers, go to Tools -> Import / Export -> Data Manager. Select Delete, select the TCP/IP Printer Data Type, click Go, and select the CSV file containing the printers to be deleted.

The only columns that are required are “Printer Name” and a security object type (User Name, Computer Name, Group Name, etc.). If “Printer Folder” is not specified, the entire tree will be searched for a printer with a matching name. If more or less than one printer with that name is found, an error will occur.

Formatting notes

The import/export format MUST be:

  • Comma-delimited fields.
  • The double quote (“) character around any non-numeric field.
  • Fields containing a quote (“) in them, should be escaped by using two in a row. This is the default import/export format of Microsoft Excel. However, OpenOffice does not support the this method of escaping, so OpenOffice users will need to escape the quote character with a slash-quote (/”).
  • Folder values are delimited by the backslash character (\). Folder names containing the (\) (/) and (&) characters must be escaped using (&bs;) (&fs;) and (&) respectively.
  • Example folder path: My Company -> Engineering \ “QC” -> London, ON -> First/Second floor & penthouse
    • In Excel: My Company\Engineering &bs; “QC”\London, ON\First&fs;Second floor & penthouse
    • Raw CSV file: “SomeField”,”My Company\Engineering &bs; “”QC”"\London, ON\First&fs;Second floor & penthouse”,”SomeOtherField”
  • The special characters that need to be escaped within a folder value are automatically escaped properly when exporting to a CSV file.

Printer deployment assignments can also be managed by CSV file. For more information click here.

  • Comma-delimited fields.
  • The double quote (“) character around any non-numeric field.
  • Fields containing a quote (“) in them, should be escaped by using two in a row. This is the default import/export format of Microsoft Excel. However, OpenOffice does not support the this method of escaping, so OpenOffice users will need to escape the quote character with a slash-quote (/”).
  • Folder values are delimited by the backslash character (\). Folder names containing the (\) (/) and (&) characters must be escaped using (&bs;) (&fs;) and (&) respectively.
  • Example folder path: My Company -> Engineering \ “QC” -> London, ON -> First/Second floor & penthouse
    • In Excel: My Company\Engineering &bs; “QC”\London, ON\First&fs;Second floor & penthouse
    • Raw CSV file: “SomeField”,”My Company\Engineering &bs; “”QC”"\London, ON\First&fs;Second floor & penthouse”,”SomeOtherField”
  • The special characters that need to be escaped within a folder value are automatically escaped properly when exporting to a CSV file.