Umbrella Knowledge Base
Client Onboarding: Printers
Collecting Printer Information During New Client Onboarding
When onboarding a new client, it is important to gather accurate printer information and document it in the client’s Client Information Google Sheet located in our Google Shared Drive. Follow the steps below to collect this information using Advanced IP Scanner (Portable Edition).
1. Download Advanced IP Scanner (Portable Version)
- On a workstation or server connected to the client’s network, download Advanced IP Scanner – Portable Edition.
- During the download/installation prompt, select the checkbox for Portable if required.
- Using the portable version allows it to be run without full installation.
2. Run the Network Scan
- Launch Advanced IP Scanner.
- Perform a full network scan of the client’s local network.
- Once the scan is complete, locate all printers in the results list.
- Printers typically appear with recognizable hostnames, though this may vary by environment.
3. Gather Required Printer Information
For each printer found, collect the following details:
- Hostname
- IP Address
- MAC Address
- Manufacturer & Model
Quick Copy Tip: Advanced IP Scanner provides an easy copy function:
- Right-click the device entry
- Select Copy > choose Name, IP, or MAC Address
- Paste the copied value into the correct column in the Client Information Google Sheet
4. Enter the Information Into the Google Sheet
- Open the client’s Client Information sheet in the Shared Drive.
- Add each printer as a separate entry. * Figure 1a
- Verify formatting and accuracy before saving.
