OptimiDoc Server Help Center
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Product Overview

OptimiDoc Server is a comprehensive on-premise platform for print management and document capture. It gives organisations centralised control over their entire printing and scanning infrastructure — from secure pull printing and cost management through to advanced document capture with OCR, barcode recognition and automated routing. Everything is administered from a single, modern web console and enforced consistently across every device, queue and user.


Capabilities at a Glance

Area

Description

Print Management

Secure pull printing, print connectors, driverless IPP printing with named queue connectors, automatic job analysis and cost allocation across all devices and locations.

Document Capture

Scan workflows with configurable templates, primary and secondary destinations, multi-language OCR, barcode recognition, zonal extraction and metadata-driven routing.

Business Rules Engine

Flexible rule system that automates print, scan and copy behaviour based on user, device, document and context conditions.

Quotas and Cost Control

Per-user, per-group and per-department print and copy quotas held in a dedicated quota database, with configurable periods, real-time balance tracking and automatic settlement.

Device Management and Monitoring

Centralised device inventory with real-time SNMP (v1/v2c/v3) monitoring of toner, paper and maintenance supplies, plus automated email alerts.

User Management and Security

Role-based menus, Active Directory and CSV synchronisation, department and group structures, card and PIN authentication, OAuth and CAS single sign-on, and AES-GCM credential encryption.

Reporting and Analytics

Job history, usage statistics, automatic scheduled reports, price lists and billing-code (formerly Projects) cost tracking, with streaming export to XLSX and CSV.

Diagnostics and Maintenance

System logs, active session monitoring, cluster node management, GDPR compliance tools and maintenance utilities.


Architecture

OptimiDoc Server runs as an IIS-hosted ASP.NET web application on Windows Server, accompanied by a Windows background service (the OptimiDoc Service) that handles print delivery, scan processing, mailbox polling and scheduled tasks. Multifunction devices communicate with the server through vendor-specific embedded terminal applications — Konica Minolta, Develop, Xerox, HP, Lexmark, Epson, Canon, Kyocera, Ricoh and Fiery — or through the driverless IPP interface for any standards-compliant printer.

Print and scan data are stored in Microsoft SQL Server (or LocalDB for smaller deployments), while quota balances and settlement records are held in a separate quota database so that cost enforcement remains isolated from operational data. For larger or highly available environments, OptimiDoc can run as a cluster of nodes sharing a common database, and remote sites can host OptimiDoc Printing Nodes (OPN) that spool and release jobs locally — including running their own IPP servers — while pulling their configuration from the central server.

Sensitive credentials and configuration values are encrypted at rest using AES-GCM, and the administration interface is a modern React single-page application served from the server's root address. The previous MVC interface remains available at the /old path for the small number of features still being migrated.


What's New in 26.07

Since the previous documentation baseline, OptimiDoc Server has gained a number of major capabilities:

  • Full quota enforcement and settlement — print and copy jobs are now checked against per-user, per-group and per-department budgets in real time and settled automatically against a dedicated quota database.

  • Named IPP queue connectors — driverless print queues can be defined individually with their own attribute sets, published by the server and by printing nodes, and distributed across the cluster using a pull-based synchronisation model.

  • PDF job analysis — PDF print streams are now analysed with Aspose.PDF for accurate page, colour and finishing detection, alongside the existing PCL and PostScript (PDL) analysis.

  • Stronger security — AES-GCM encryption of credentials and configuration, an administrator-driven encryption-key migration tool, and secure bootstrap of new cluster nodes through delegated authentication and master-encryption-key exchange.

  • Modern React administration UI — now the default interface, with a customisable per-user dashboard and role-based default layouts.

  • Reporting improvements — the Activity Log is available to every user, the job detail view has been redesigned with a document preview and processing timeline, duplex pages are accounted separately, and exports stream directly to XLSX and CSV.

  • Scan workflow overhaul — secondary destinations, e-mail input via OAuth, IMAP and POP3, multi-select OCR languages, workflow import/export, and license-gated capabilities.

  • Scale and performance — asynchronous search selectors in place of load-all dropdowns, database-side aggregation of statistics and streaming exports, tested against deployments of 10,000+ users and 500+ devices.


In Summary

OptimiDoc Server brings printing, scanning, identity, policy, cost control and diagnostics together in a single on-premise platform. Whether the goal is to eliminate uncollected prints, digitise paper-based processes, enforce departmental budgets, or demonstrate compliance, the capabilities described in this section work together as one coherent system — configured centrally and applied uniformly across the fleet.