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Xerox Phaser 3635 System Administration Guide

169

18 Software Upgrade

Overview

The Software Upgrade feature allows the customer to upgrade the machine software as 
requested by a Xerox Customer Support Centre Representative, without needing a Customer 
Service Representative to be present.

When should I upgrade the software?

Xerox is continually seeking to improve its products and a software revision may become 
available to improve functionality on the machine. Your Customer Support Centre 
Representative will instruct you to upgrade your machine when it is necessary.

How do I upgrade the software?

IMPORTANT: 

Any jobs in the queue must be allowed to complete or be deleted before 

initiating a software upgrade.

There are 3 methods for upgrading the software on the machine:

1.

Manual upgrade over a network connection using CentreWare Internet Services (via 
a web browser).

2.

Manual upgrade directly at the machine with a USB flash drive connected to the USB 
port on the front of the machine or on the side.

3.

Manual upgrade using Print File Submission.

1. Manual Upgrade using CentreWare Internet Services

If your machine is connected to the network, it is possible to upgrade the software through 
CentreWare Internet Services. The machine will need to be configured for TCP/IP and HTTP. 

Determining whether your machine has a network connection

1.

Press the

 <Machine Status>

 button on the Control Panel.

2.

Touch

 [Information Pages]

. 

3.

Touch

 [System Configuration]

.

4.

Touch

 [Print]

.

For more instruction refer to 

Manual upgrade using CentreWare Internet Services on 

page 170.

Summary of Contents for 3635MFP - Phaser B/W Laser

Page 1: ...Xerox WorkCentre 4260 Series System Administration Guide i System Administration Guide Xerox Phaser 3635...

Page 2: ...ty design are trademarks of Xerox Corporation in the United States and or other countries The information in this document is correct at the time of publication Xerox reserves the right at any time to...

Page 3: ...ernet Services 9 System Configuration 9 Access CentreWare Internet Services 9 Setup HTTP 10 Change the Administrator Password 10 3 Network Installation 13 TCP IP 13 Configure Static IPv4 Addressing us...

Page 4: ...e a Machine 32 Install Clone File to another Device 33 4 Print Drivers 35 Windows Printing 35 LPR Printing 35 Ensure Print Services for Unix is enabled 35 Install Printer Driver 37 Internet Printing P...

Page 5: ...SMB 58 Information Checklist 58 Procedure 58 HTTP HTTPS 59 Information Checklist 59 Procedure 60 File Destinations Setup 61 Configure Custom Filenaming 62 Auto 62 Advanced 62 Custom Naming 63 Optiona...

Page 6: ...re SMTP 76 Configure the Feature 77 General 77 Scan to E mail 79 Advanced Settings 79 Layout Adjustment 79 Filing Options 79 Image Settings 80 Optional Step Setup Address Books 80 8 LDAP Configuration...

Page 7: ...x 96 10 Embedded Fax 97 Overview 97 Server Fax and Embedded Fax 97 Information Checklist 97 Enable Embedded Fax from the Machine 98 Test the Embedded Fax 98 Additional Features 98 Forward to Fax 98 Pr...

Page 8: ...et Services 114 Enable Xerox Standard Accounting from the Machine 115 Enable Xerox Standard Accounting in your Print Driver 115 Windows 115 Mac OS 116 Create a Group Account 116 Create a User Account...

Page 9: ...B Windows ADS 133 Configure Network Authentication LDAP 134 Procedure 134 Verify that LDAP Authentication is enabled at the machine 135 Configure Local Authentication 135 Information Checklist 135 Pro...

Page 10: ...6 Xerox Secure Access 155 Overview 155 Xerox Secure Access and Accounting 155 Information Checklist 156 Configure Xerox Secure Access on the Device 156 Access the Authentication Page 157 Configure Xer...

Page 11: ...e using Print File Submission 170 Manual upgrade using CentreWare Internet Services 170 Information Checklist 170 Procedure 170 Manual upgrade using a USB flash drive 171 Information Checklist 171 Pro...

Page 12: ...TABLE OF CONTENTS xii Xerox Phaser 3635 System Administration Guide...

Page 13: ...this Guide effectively System Administrators must have previous experience working in a network environment and must possess Supervisor Administrator Account Operator or equivalent rights to the netw...

Page 14: ...ided copying and printing are supported Phaser 3635MFP S Phaser 3635MFP X 50 sheet Document Feeder DADF Standard Standard Paper Tray 1 Bypass Tray Standard Standard Digital Copying Standard Standard N...

Page 15: ...5 System Administration Guide 3 Control Panel Overview Services Job Status Machine Status Display and Touch Screen Log In Out Help Cancel Entry Numeric Keypad Stop Start Power Interrupt Printing Langu...

Page 16: ...1 Introduction 4 Xerox Phaser 3635 System Administration Guide...

Page 17: ...erox Phaser 3635 System Administration Guide 5 2 Machine Connection This chapter shows you how to connect your machine to a network and configure Ethernet settings Connection Ports Front View USB Port...

Page 18: ...ort This port is provided for connection to a USB flash drive and is used as an input port for printing jobs storing jobs and performing a software upgrade Power Switch Power Connection Card Reader Sl...

Page 19: ...se Ethernet can be switched automatically according to the applied transmission protocol Card Reader for Feature Enablement Key The Feature Enablement Key allows certain features or services such as f...

Page 20: ...omatically detect the speed of your network The machine supports hub switch speeds of Auto 10 Mbps Full Duplex 100 Mbps Full Duplex 10 Mbps Half Duplex 100 Mbps Half Duplex Set the Ethernet speed on t...

Page 21: ...he convenience of their desktops Many features available on your machine will need to be set via the machine and the CentreWare Internet Service Many of the features available within Internet Services...

Page 22: ...om the client reaching the server 8 The Maximum Connections setting is the maximum number of simultaneous connections that can occur at any given moment to Internet Services Enter a number from 8 32 t...

Page 23: ...the Administrator s User ID admin and Password 1111 and click on Login 6 Enter a new numeric password in the New Admin Password area IMPORTANT Do not forget the password or you could be completely loc...

Page 24: ...2 Machine Connection 12 Xerox Phaser 3635 System Administration Guide...

Page 25: ...interface or remotely via a web browser using Internet Services IPv6 can only be configured using Internet Services To configure TCP IP Settings using CentreWare Internet Services See Configure IPv4...

Page 26: ...ou want it to appear with correct case To access more characters touch 123 on the User interface 18 Touch Save 19 Touch Subnet and Gateway 20 Touch each octet button of the Subnet Address at a time be...

Page 27: ...ring the numbers from the keypad NOTE If DHCP is enabled the Alternate DNS server information is not available as a feature summary 39 Touch Save Enable Dynamic DNS Registration NOTE If your DNS serve...

Page 28: ...The default is 1111 3 Touch Enter 4 Press the Machine Status button 5 Touch the Tools tab 6 Touch Connectivity and Network Setup 7 Touch Advanced 8 Touch Network Setting 9 Touch Network Setup 10 Touch...

Page 29: ...ss 10 If Static has been selected type the IP addresses that apply in Machine IP Address Subnet Mask and Gateway Address NOTE If BOOTP or DHCP address resolution mode is selected you cannot change the...

Page 30: ...t powers up This is used for neighbour discovery and address resolution on the local IPv6 subnet However you can choose to use manual configuration automatic configuration or a combination of automati...

Page 31: ...ration The IPv6 format is supported on Windows Vista only An IPv6 address needs to be enclosed in square brackets IPv4 http xxx xxx xxx xxx IPv6 http xxxx xxxx xxxx xxxx xxxx xxxx xxxx xxxx NOTE If yo...

Page 32: ...een performed 1 Existing operational AppleTalk network 2 AppleTalk Name to assign to your printer 3 AppleTalk Zone if used where your printer will reside Procedure Setup AppleTalk at the machine 1 Pre...

Page 33: ...e please ensure that the following items are available and or the tasks have been performed 1 Existing operational NetWare network 2 Login to a NetWare file server tree as Supervisor Administrator or...

Page 34: ...the machine in the NDS Tree Name and NDS Context When you have finished touch Save twice to accept the changes 23 Touch Print Server 24 Touch Print Server Name and use the touch screen keyboard to ent...

Page 35: ...ubnet Mask Address for the machine 5 Gateway Address for the machine 6 Host Name for the machine Procedure 1 Follow the steps in Chapter 3 Configure Static IPv4 Addressing using the Machine User Inter...

Page 36: ...access Super User mode 2 Enter sh to run the Bourne shell 3 Enter lpshut to stop the print service 4 Create the print queue by typing on the same command line lpadmin pqueuename v dev null mrmodel oc...

Page 37: ...ty method as detailed below GUI Method 1 Open a command window from the Desktop 2 Enter su to access Super User mode 3 Enter admintool to run the System Administrator Tool 4 Click on Browse Printers 5...

Page 38: ...The machines are BSD style UNIX printers whereas SCO is a System V style UNIX Information Checklist Before starting the Installation procedure please ensure that the following items are available and...

Page 39: ...ge window 6 Click on Host Exit 7 Click on File Close this directory 8 Click on File Close this directory 9 Click on Save in the Warning Confirmation window 10 Enter Exit to log out of root account 11...

Page 40: ...1 Ensure that the Common UNIX Printing System CUPS is installed and started on your client NOTE The latest version of CUPS is available at cups org 2 Open the web browser from your Workstation 3 Enter...

Page 41: ...LPR via PrintTool Static Addressing Information Checklist Before starting the Installation procedure please ensure that the following items are available and or the tasks have been performed 1 See Cha...

Page 42: ...ault Suppress Headers selected 17 Click on OK 18 The printer should now be listed in the Red Hat Linux Print System Manager window Click on the lpd menu 19 Click on Restart lpd 20 Click on the PrintTo...

Page 43: ...on the Add 3 In the Names area enter a name for your print queue 4 The spool directory is the directory where print jobs are stored and is a subdirectory of var spool lpd Add the name of the print qu...

Page 44: ...ning File is created and saved with the extension dlm downloadable module 3 Install the Clone File onto another Machine using CentreWare Internet Services The features and settings are transferred and...

Page 45: ...can now be used to clone other machines Install Clone File to another Device NOTE This procedure will cause the machine to reboot It will be unavailable over the network for several minutes 1 At your...

Page 46: ...3 Network Installation 34 Xerox Phaser 3635 System Administration Guide...

Page 47: ...nfiguration on page 50 TCP IP Printing OSX on page 50 Configure your Apple Mac Print Driver on page 52 UNIX on page 53 Print Driver Options Enable Disable the Banner Sheet on page 54 Windows Printing...

Page 48: ...otocol TCP IP protocol has been loaded If this software is not present install it using the documentation provided by Microsoft When you are finished return to this page 4 Verify that Print Services f...

Page 49: ...XP 2003 Local Printer attached to this computer NOTE If already selected click on Automatically detect and install my Plug and Play printer to deselect it For Windows Vista A printer attached to my co...

Page 50: ...button 25 Click on Yes to Print a Test Page 26 Click on the Next button 27 Click on the Next button to close the Test Page window 28 Click on the Finish button The printer driver will install 29 Verif...

Page 51: ...ick on For Windows 2000 2003 Settings then Printers For Windows XP Printers and Faxes If you cannot see this option in the Start menu then click on Start followed by Control Panel first For Windows Vi...

Page 52: ...ontained in Windows 2000 and other third party applications and operating systems Raw TCP IP Printing is enabled by default for port 9100 Information Checklist See Chapter 3 Configure Static IPv4 Addr...

Page 53: ...it 5 Click on the Next button 6 Click on Create a new port 7 Click on Standard TCP IP Port from the Type of Port pull down menu and click on the Next button 8 Follow the relevant steps for your config...

Page 54: ...want this to be your default printer click on Yes 21 Click on the Next button 22 The Printer Sharing Screen appears If you will be sharing this printer with other clients then a Select Share As Window...

Page 55: ...OK to reboot the machine The network controller takes approximately 5 minutes to reboot and network connectivity will be unavailable during this time Install the Printer Driver 1 Follow the steps belo...

Page 56: ...tton NOTE You may be asked whether you want to capture the AppleTalk print machine If you are prompted to do this and you are unsure how to respond click on Help and read the help file for an explanat...

Page 57: ...andard USB peripheral cable 2 A Workstation or laptop that supports USB connectivity 3 A print driver has been installed and is correct for your printer model Procedure 1 Connect the USB cable to the...

Page 58: ...re the IP address of the device or click on Manual and enter the IP address or host name of the device 4 If you want to change the default SNMP settings click on SNMP Community Name and enter the requ...

Page 59: ...w To set up a custom paper a in Paper click Advanced Paper Selection Advanced Paper Selection allows you to input custom measurements for non standard paper sizes and also scale your document b In Pap...

Page 60: ...the Saved Settings menu Layout Watermark The Layout Watermark tab allows you to print your document as multiple images on a page or as a booklet You can also create and print watermarks on your docum...

Page 61: ...to change the default SNMP settings click on SNMP Community Name and enter the required information 2 Click on the OK button 3 Follow the steps below that are specific to your operating system 4 Windo...

Page 62: ...Control Panel b Right click on the printer icon and select Properties 2 Click on the Configuration tab 3 Click on Installable Options 4 Select the options that are installed on the machine 5 Click on...

Page 63: ...Welcome to the Installer dialog box appears 9 Click on Continue 10 Click on Continue and then Agree to accept the License Agreement 11 Select the Volume if necessary where you want to install the pri...

Page 64: ...E If you want to use the Save Job for Reprint feature then make sure that Job Storage is set to Installed 30 Click on Apply Changes 31 Close the Printer Info box 32 Print a document to verify that the...

Page 65: ...es Reverse the page order Color Sync Specify colour conversion and quartz filters Cover Page Printed before or after the job or no Cover Page Error Handling Standard or detailed report Paper Feed Spec...

Page 66: ...r icon 3 Click on the Printing Preferences button 4 Click on the Advanced tab 5 Click on symbol next to the Paper Output category to view the options 6 Next to the Banner Sheet option use the drop dow...

Page 67: ...ep Configure General Settings on page 63 8 Optional Step Configure the Default Template on page 64 9 Optional Step Create a New Template on page 67 10 Further Information on page 67 Overview The User...

Page 68: ...ne puts the image into the repository To configure Network Scanning you must tell the machine the path to the repository The machine can use 4 different ways to transfer a scanned image to the reposit...

Page 69: ...k on the File Repository Setup link 7 Click on the Add button in the Default File Destination area NOTE If the Default File Destination has previously been configured click on Edit 8 Optional Step Ent...

Page 70: ...logging in to the scan directory from a PC with the User account and password a Create a new folder within the directory b Delete the folder NOTE If you cannot do the steps above check the access righ...

Page 71: ...Information Checklist Before starting the Installation procedure please ensure that the following items are available and or the tasks have been performed 1 Ensure that web services and a web service...

Page 72: ...machine on the Web Server a Create a home directory for the machine b Add a bin directory to the home directory c Place an executable script in the bin directory d Write down the complete path to the...

Page 73: ...ount and Password in the Login Name and Password boxes NOTE The supplied Username must have permission to access the Scan folder 14 Enter the Password again in the Retype password entry box 15 Select...

Page 74: ...nfigure Custom Filenaming 1 At your Workstation open the web browser enter the TCP IP Address of the machine in the Address bar 2 Press Enter 3 Click on the Properties tab 4 Click on the Services link...

Page 75: ...CentreWare Internet Services If the Position list is empty the value set in the Default Template will be used as the default document name Optional Step Configure General Settings 1 At your Workstatio...

Page 76: ...n to the machine when Network Authentication is enabled 11 Click on Apply Optional Step Configure the Default Template The Default Template is created when you install Network Scanning The Default Tem...

Page 77: ...ime 6 Enter the time that you want the fax to be sent in the Time area 7 Click on the Apply button to accept the changes If prompted enter the Administrator s User ID admin and Password 1111 and click...

Page 78: ...Require User Input checkbox Click on the Require User Input checkbox if you require the User to enter information for this field when they scan their documents Mask User Input If you do not want info...

Page 79: ...d Owner if required NOTE Spaces are not allowed 4 Click on the Add button to create the new template 5 The template will appear in the Templates list on the left hand side 6 Select the required settin...

Page 80: ...twork using TCP IP and HTTP 2 Ensure that the Validation Server or Application is installed on your network 3 Ensure that Network Scanning is configured on your machine 4 To communicate with the Valid...

Page 81: ...ess or the Host Name of the Template Pool Repository NOTE The default Port Numbers are 21 for FTP 139 for SMB 80 for HTTP and 443 for HTTPS It is recommended that this default is used 10 Enter the Pat...

Page 82: ...The Template Management API is designed to be used by Xerox Partners For further information on Xerox Partners refer to www xerox com NOTE The Template Management Application Program Interface API mus...

Page 83: ...on the USB Flash Drive Thumb Drive by using the store to USB Service 3 Jobs can be printed from the device or USB Flash drive by using the Print Files Service NOTE For instructions on how to use these...

Page 84: ...f copy of it now 7 Enter a name for your job in the Job Name menu NOTE If you want the job name to be the name of the document click the V button to open the drop down menu and select Use Document Nam...

Page 85: ...ouch Add A tick will appear next to the file name 6 Continue to select and add the files you want to print 7 Touch Done when you are finished adding your file s 8 Select the Job Quantity number of cop...

Page 86: ...y until it is finished Further Information Accounting When Accounting is enabled on the machine any job that is re printed is counted as a Print job type for accounting purposes Use Image Overwrite to...

Page 87: ...thentication is enabled a user will be prompted to enter user account details before they can access the E mail feature Authentication prevents a user from sending an anonymous e mail from the device...

Page 88: ...e as the default From address 5 Test the e mail account by sending an e mail to the machine s account This task should be completed at a mail client on your network that supports SMTP and POP3 Post Of...

Page 89: ...be sent as multiple email message divided at page breaks 12 Click on Apply to accept the changes If prompted enter the Administrator s User ID admin and Password 1111 and click on Login Configure the...

Page 90: ...Message Body 9 In the Message Body section enter text that you want to appear as default in the body of e mail messages sent from the machine 10 In the Signature entry box enter text that you want to...

Page 91: ...uppression prevents reproduction of unwanted shading from the originals Resolution allows you to choose the resolution setting to be applied to the scan Quality File Size allows you to choose the qual...

Page 92: ...e Settings Image Settings allow you to create linearized PDFs for faster web viewing Flate Compression compresses the file size for color or grayscale images NOTE Searchable options are only available...

Page 93: ...rmat stored locally on the machine NOTE When referred to Machine User Interface it is referred to as Public and when referred to the CentreWare Internet Service User Interface it is referred to as Loc...

Page 94: ...information in the LDAP Access area Search Directory Root allows you to limit the LDAP search by entering the location on the server where the LDAP information is stored Login Credentials to Access L...

Page 95: ...t limit by selecting the Wait LDAP Server Limit or specify how many seconds the search should last between 5 and 100 If the search takes longer than the time specified in the Wait seconds box the user...

Page 96: ...CSV files for example Microsoft Excel 2 Create a list of addresses with the following headings name address and phone 3 For example 4 The order in which entries are displayed in the Local Address Book...

Page 97: ...lename for the Address Book entries 4 Click on the Save button 5 The Local Address Book will be copied to your computer Test the Local Address Book 1 At the Machine touch E mail You may need to press...

Page 98: ...n the Return button to return to the Group Address Book screen Create a New Address 1 Click on Add New Custom Address 2 Enter the required name and e mail address 3 Click on the Apply button to accept...

Page 99: ...to the Recipients List 10 Repeat steps 5 to 9 for each person you want to e mail 11 When you have added all the required recipients touch Close 12 Place a document in the document handler and press t...

Page 100: ...8 LDAP Configuration and Address Books 88 Xerox Phaser 3635 System Administration Guide...

Page 101: ...connected to the machine This is achieved by connecting the machine to a network Fax Server which can manage fax transmissions throughout an organisation The Server Fax feature uses Xerox Partner solu...

Page 102: ...the Feature Enablement Key 1 Insert the Feature Enablement Key in the slot at the rear of the machine 2 Follow the instructions included with the Feature Enablement Key to enable the Server Fax option...

Page 103: ...e 3 Create a User Account and Password which has read and write access to the folder within the FTP root Write down the User Account and Password details 4 Test the FTP connection by logging into the...

Page 104: ...starting the Installation procedure please ensure that the following items are available and or the tasks have been performed 1 Create a shared folder to be used as a Fax Repository for scanned docume...

Page 105: ...k on the Apply button to accept the changes If prompted enter the Administrator s User ID admin and Password 1111 and click on Login 15 Continue to Optional Step Configure Defaults page 95 HTTP HTTPS...

Page 106: ...naming details of the file transfer a Create a home directory for the machine b Add a bin directory to the home directory c Place an executable script in the bin directory d Write down the complete pa...

Page 107: ...k on General in the Fax menu General Set the defaults for Job Log and Confirmation Sheet 1 Click on the Username or Realm Domain Tree checkboxes if you want these to appear on the Job Log when Users l...

Page 108: ...uide Test the Server Fax 1 Press the Services Home button on the Control Panel 2 Touch Fax 3 Enter a valid fax number 4 Load a document in the document handler and press the green Start button 5 Verif...

Page 109: ...ation Server Fax and Embedded Fax The Embedded Fax and Server Fax services are mutually exclusive and only one of them can be enabled at any time If Server Fax is currently enabled and Embedded Fax is...

Page 110: ...Test the Embedded Fax 1 At the Machine press Services Home 2 Touch Fax 3 Enter the number of a nearby fax machine using the keypad 4 Place your documents in the document handler and press the green S...

Page 111: ...x to be printed at the machine as a local copy 11 Click on the Apply button to accept the changes If prompted enter the Administrator s User ID admin and Password 1111 and click on Login Forward to E...

Page 112: ...warded fax to be printed at the machine as a local copy 13 For Format Type select either PDF TIFF 14 Click on the Apply button to accept the changes If prompted enter the Administrator s User ID admin...

Page 113: ...NOTE LAN Fax is not supported by the PCL5e print driver The LAN fax option requires the Embedded Fax Kit to be fitted to the machine Information Checklist Before starting the Installation procedure p...

Page 114: ...to Automatic or click on Manual and enter the Device Name or IP Address Click on OK 7 Click on Installable Options 8 Ensure that LAN Fax shows a status of Installed 9 Click on OK Configure the Printer...

Page 115: ...OK 7 The recipient will show in the Recipients list Add Recipient from Phonebook If you have a Personal Phonebook created you can add a recipient name from it If you haven t created one follow the st...

Page 116: ...Options Click on Print in Background to print the graphic behind any text on the cover sheet Click on Print in Foreground to print the graphic at the front of your cover sheet or click on Blend to pri...

Page 117: ...lled default pb To view the Personal Phonebook a click on the Select File box next to Personal Phonebook b Select and open the default pb file c Click on Open next to Personal Phonebook on the Prefere...

Page 118: ...Fax 106 Xerox Phaser 3635 System Administration Guide 45 Click on OK on the Paper Output tab to send your fax The document will fax with the specified settings 46 Check that the recipient received th...

Page 119: ...twork access to a Xerox certified Network Accounting third party software solution Refer to your Xerox Sales Representative for further information CentreWare Print and Fax Drivers are required to be...

Page 120: ...ddress of the machine from your Network Accounting Server Insert the Feature Enablement Key 1 Insert the Feature Enablement Key in the card reader at the rear of the machine 2 Follow the instructions...

Page 121: ...accept both valid and invalid User and Account IDs This options is useful if conducting an analysis for the resources used on a particular machine before Authentication controls are instituted Users...

Page 122: ...To record print jobs sent to the machine Accounting must be enabled in the user s printer driver NOTE If Accounting is enabled on the machine but not in the printer driver any print or LAN fax jobs s...

Page 123: ...you want Users to enter their User and Account ID each time they print 5 You may also click on the Mask User ID and Mask Account ID checkboxes to hide the User and account ID information 6 Click on U...

Page 124: ...are valid 4 It may be necessary to check the network accounting solution software or server configuration to verify the Account ID 5 Distribute the printer drivers with the Network Accounting option a...

Page 125: ...kup and Clone Settings to Another Machine on page 122 Overview Xerox Standard Accounting XSA tracks the numbers of prints copies faxes and network images sent at the machine Usage limits can be applie...

Page 126: ...oning process Information Checklist Before starting the Installation procedure please ensure that the following items are available and or the tasks have been performed 1 Ensure that your Xerox machin...

Page 127: ...enu click on appropriate option For Windows 2000 click on Settings and then Printers For Windows Vista click on Control Panel then Printers For Windows XP click on Printers and Faxes NOTE Click on Pri...

Page 128: ...ID and Mask Account ID checkboxes to hide the User and account ID information 7 Otherwise click on Use Default Accounting Codes and enter a default account ID 8 To save your settings on the Presets me...

Page 129: ...cters to a maximum of 32 characters for example A10 User IDs must be unique 7 Enter a Username for example Jane Smith The User name can contain alphanumeric characters to a maximum of 32 characters Us...

Page 130: ...uments that can be faxed by a User with the Embedded Fax feature The machine calculates the number of faxed documents by multiplying the number of images faxed this includes cover sheets by the number...

Page 131: ...trol Panel 2 The Xerox Standard Accounting Login User ID screen will show Enter your XSA User ID 3 Touch Enter 4 The Validation in Progress screen will display 5 If you are a member of more than one g...

Page 132: ...web browser enter the TCP IP Address of the machine in the Address bar 2 Press Enter 3 Click on the Properties tab 4 Click on the Xerox Standard Accounting link 5 Click on the General Accounts link t...

Page 133: ...For All Accounts CAUTION The following step will remove the usage data from the accounts 1 Select the Manage Accounting link 2 Select the Report and Reset link 3 Click on the Reset Usage Data button...

Page 134: ...re that Xerox Standard Accounting is selected 7 Click on the Clone button 8 Right click on the dlm link that appears and click on Save Target As 9 A dialog box will prompt you to specify the name and...

Page 135: ...n 9 Click on the OK button to install the file 10 The machine will be unavailable over the network for several minutes 11 The XSA settings and data will be restored as they were when the back up file...

Page 136: ...13 Xerox Standard Accounting 124 Xerox Phaser 3635 System Administration Guide...

Page 137: ...lling MeterAssistant and toner replenishment SuppliesAssistant There are three ways to register a device for SMart eSolutions Client Direct registration Default SMart eSolutions Windows Client CentreW...

Page 138: ...art eSolutions enrollment Click OK to deactivate then click Apply to save the selection Machine Serial Number displays the serial number of the printer 7 In the Communications Setup area Daily Transmi...

Page 139: ...ansmission The meter data is recorded in the Xerox service management system It is used for the invoicing of metered service agreements and also for evaluating consumable usage against printer perform...

Page 140: ...14 SMart eSolutions 128 Xerox Phaser 3635 System Administration Guide...

Page 141: ...ly installing setting up and operating your machine see the Xerox Security Information web site located at www xerox com security Standard Authentication Overview Administrators can configure the mach...

Page 142: ...ount at the machine Foreign Device Interface FDI A third party access and accounting device such a coin operated or a card reader can be attached to the machine To enable this option the Foreign Devic...

Page 143: ...enter the TCP IP Address of the machine in the Address bar 2 Press Enter 3 Click on the Properties tab 4 Click on the Security link 5 Click on the Authentication link 6 Click on the Authentication lin...

Page 144: ...Click on OK 11 Enter your Default Realm information in the Required Information area 12 Enter your Backup Realm information in the Additional Information area 13 If the Alternates button is available...

Page 145: ...in the Additional Information area 13 Select the Always prompt for logoff after each Scan job option in the Logoff Reminder area if you want to enable this feature 14 Click on the Apply button to acc...

Page 146: ...o check that you have setup authentication correctly Configure Network Authentication LDAP Authentication for LDAP requires the LDAP server information to be configured on the machine For instructions...

Page 147: ...ystem Administrators to configure Authentication settings by using an Internet browser Procedure 1 At your Workstation open the web browser enter the TCP IP Address of the machine into the Address bar...

Page 148: ...upload the amended list back to the machine a Click on the Import from File button within the User Accounts area b Browse to the location of the list and click on Apply The list will populate the Use...

Page 149: ...the Username and Password and keep in a safe place Enable 802 1X 1 Press the Log In Out button on the machine to enter the Tools Pathway 2 Enter the Administrator s Password The default is 1111 3 Tou...

Page 150: ...Sales Representative On Demand Image Overwrite ODIO on page 138 Immediate Image Overwrite on page 142 On Demand Image Overwrite ODIO This is the procedure to follow to install and setup the On Demand...

Page 151: ...ilable or has been performed 1 Ensure that the machine is fully functioning in its existing configuration 2 Verify if the Image Overwrite option is enabled on your machine Verify if On Demand Image Ov...

Page 152: ...sk If Embedded Fax is installed all Embedded Fax compact flash data will also be overwritten 12 When the overwrite is complete the On Demand Image Overwrite completion screen appears 13 Touch Close 14...

Page 153: ...ink 5 Click on the On Demand Image Overwrite link 6 Click on Manual to perform an overwrite now 7 Click on Start under Standard Overwrite or Full Overwrite depending on the overwrite you want to perfo...

Page 154: ...the day of the month and the time of the day you want the overwrite to happen 12 Click on the Apply button The machine will be taken offline at the day or time specified to perform the overwrite Imme...

Page 155: ...stem Administrator Test Immediate Image Overwrite When Immediate Image Overwrite is configured on the machine any job that is overwritten will have its overwrite status displayed in the Completed Jobs...

Page 156: ...tory tree For IPv4 Filtering 6 Checkmark the IPv4 Filtering Enabled box 7 Enter the permittable IP Address es access to the device in the following IP Address table Enter in the IP address or a IP add...

Page 157: ...rypted data to the printer the workstation and the printer have to establish a Security Association with each other by verifying a matching password shared secret to each other If this authentication...

Page 158: ...bar 2 Press Enter 3 Click on the Properties tab 4 Click on Security link 5 Click on the Audit Log checkbox 6 Click on OK 7 Click on the Apply 8 To view the log click on the Save as Text File The Audit...

Page 159: ...Description The Audit Log contains a maximum list of the last 15 000 activities on the machine The activities that are displayed include System startups and shutdowns On demand image overwrites compl...

Page 160: ...ne Digital Certificate Management Trusted Certificate Authorities This is the procedure to follow to install and setup the Machine Digital Certificate Management 1 see Overview on page 148 2 see Infor...

Page 161: ...ollowing items 1 An IP Address or Host Name must be configured on the machine 2 DNS must be enabled and configured on the machine NOTE This is used to set the start time for self signed certificates A...

Page 162: ...utton 3 Enter the country code that represents the country in which the machine is located in the 2 Letter Country Code box The country code must be entered as a two character ISO 3166 country code If...

Page 163: ...otocols link 3 Click on the HTTP link 4 Click on the Enable checkbox in the Protocol area 5 Enter the HTTP Port Number if required The default is 80 6 Select the Require SSL option in the HTTP Securit...

Page 164: ...MP request that is received by the machine which contains an invalid community name 12 Click on the Apply button to accept changes Cancel to return the settings to their previous values and return to...

Page 165: ...the Address bar 2 Press Enter 3 Click on the Properties tab 4 Click on the Connectivity link 5 Click on the Protocols link 6 Click on the SNMPv3 link 7 Click the Enable checkbox 8 Enter the Username 9...

Page 166: ...15 Security 154 Xerox Phaser 3635 System Administration Guide...

Page 167: ...e Device on page 156 4 Use Secure Access on page 158 Overview Administrators can configure the device so that users must be authenticated before they can access specific services or areas Xerox Secure...

Page 168: ...e Access Authentication device and card reader Attach the card reader to the left hand shelf on the device Place the Secure Access Authentication device on the floor at the back of the device 4 Ensure...

Page 169: ...ust be performed to access all of the device services Scanning features only the supported services such as copy and fax will not require authentication 4 In Accounting Code Access if you want the Sec...

Page 170: ...t the Xerox Device 1 Select a service that you have locked 2 Read the user interface prompt to determine what you need to do to be authenticated at the device Authentication methods include Swipe a ca...

Page 171: ...mage Settings on page 165 13 Job Management on page 166 14 Alert Notification on page 167 15 The CentreWare Internet Services Support page provides easy access to the Xerox web site The page can also...

Page 172: ...see Enable HTTP on the Machine on page 160 Enable HTTP on the Machine Hyper Text Transfer Protocol HTTP must be enabled on the machine in order to access the embedded web pages 1 Press the Log In Out...

Page 173: ...ne via the Web UI until the network controller has reset 2 If the System Administrator is not already authenticated the Administration Authentication screen will appear so authentication can be perfor...

Page 174: ...eeded to fix this problem No intervention required A normal machine status Trays The Trays page allows you to view paper supply setup and paper output 1 At your Workstation open the web browser enter...

Page 175: ...Workstation open the web browser enter the TCP IP Address of the machine in the Address bar 2 Press Enter 3 Click on Properties tab 4 Click on the General Setup link 5 Click on the Billing Counters l...

Page 176: ...the job Print Print ready documents can be quickly and easily submitted for printing using the Job Submission page A print ready document is a file that has been formatted and saved for printing from...

Page 177: ...talled then enter your Account and User ID for accounting purposes The Accounting fields are only visible if accounting is enabled on your machine NOTE Printing options are only valid for jobs that do...

Page 178: ...ocument management system This option will reduce the time users have to wait to view PDF files downloaded from the document management system 10 Click on the Apply button to save your changes 11 Clic...

Page 179: ...area enter the full e mail address of a User that you want to be notified of any machine problems NOTE This is normally set to the System Administrator s e mail address 8 In the Alert Preferences are...

Page 180: ...on open the web browser enter the TCP IP Address of the machine in the Address bar 2 Press Enter 3 Click on the Support tab 4 Click on the Edit Settings button 5 Enter the contact details in the entry...

Page 181: ...ore initiating a software upgrade There are 3 methods for upgrading the software on the machine 1 Manual upgrade over a network connection using CentreWare Internet Services via a web browser 2 Manual...

Page 182: ...our software All configured network settings and installed options will be retained by the machine after the Software Upgrade process Information Checklist Before starting the procedure please ensure...

Page 183: ...de file stored on a USB flash drive NOTE The print queue will be used for this procedure so further jobs will not be printed until the upgrade has finished All configured network settings and installe...

Page 184: ...ching it 8 Press the green Start button to send the file to the machine and start the upgrade process 9 The User Interface will indicate the status of the upgrade and the machine will reboot once it i...

Page 185: ...er Guide for corrective action 1 Resolve any local copier or fax problems first Perform the corrective action that is recommended by the User Guide Do not attempt to resolve a network problem if the l...

Page 186: ...k that Network Scanning is configured correctly 3 Ensure that the scan filing location User account and password are correctly configured on the machine 4 Ensure that the User account has Read and Wri...

Page 187: ...ount is machine 6 A response of User Username logged in will appear if the FTP server is correctly configured If you cannot log in open your FTP server settings and check that the Read and Write boxes...

Page 188: ...file MetaBase xml on the server The file may be located using the Windows search functionality Locate the AspMaxRequestEntityAllowed variable and make its value larger Restart the IIS service 4 If jo...

Page 189: ...h exceeds the maximum search time defined by the Administrator 1 Enter a more specific name at the machine to refine the search 2 Increase the number in the Wait seconds box to increase the time of th...

Page 190: ...Administration Guide No LDAP entries fit the search criteria entered by the User Verify the Search Name Order is set to match the name syntax used in your environment This setting is located within t...

Page 191: ...nfiguration 1 At the fax server disable the service so that it does not try to collect new faxes from the fax filing repository This will depend on the particular product but often the relevant servic...

Page 192: ...111 3 Touch Enter 4 Press the Machine Status button 5 Touch the Tools tab 6 Touch User Interface 7 Touch Service Enablements 8 Touch Embedded Fax 9 Check that Embedded Fax is enabled Verify that the F...

Page 193: ...Accounting is enabled Test the communication between the Network Accounting Server and the Xerox machine 1 At your Workstation open the web browser enter the IP Address of the Xerox machine in the ad...

Page 194: ...ng me to log in 1 If Xerox Standard Accounting XSA is enabled on your machine check that you have entered the correct User ID that you have not exceeded your allocation Refer to Xerox Standard Account...

Page 195: ...ther computers on your network can communicate The machine has an incorrect TCP IP Address Test TCP IP Connectivity 1 Ping the address of the machine from a command prompt window 2 If you receive a re...

Page 196: ...rver The printer has used AutoIP to establish an address Check the DHCP or BootP server works correctly Configure the printer with a static IP Address NOTE AutoIP AutoNetting When DHCP or BootP are en...

Page 197: ...StoreFiles Xerox Phaser 3635 System Administration Guide 185 Store Files Problem Action I cannot store jobs 1 Memory is full 2 Delete files from Store Files folders...

Page 198: ...19 Troubleshooting 186 Xerox Phaser 3635 System Administration Guide...

Page 199: ...a device that connects into the machine s Ethernet port using an Ethernet cable and acts as a wireless to wired Ethernet converter Refer to the manufacturer s documentation for instructions on how to...

Page 200: ...ne Status button 5 Touch Tools 6 Touch Device Settings 7 Touch Timers To enable System Time Out 8 Touch System Time Out 9 Touch Enable to set the timer to indicate when user selections will return to...

Page 201: ...tem Administration Guide 189 18 Select the timer value for hours 0 120 Hours and for minutes 0 59 minutes by touching the UP and DOWN arrow 19 Touch Save to return to the Timers menu 20 Press the Log...

Page 202: ...190 Xerox Phaser 3635 System Administration Guide...

Page 203: ...P IP OSX 50 AppleTalk 7 20 Audit Log 146 download 146 enable 146 file 146 Audit Log File completion status 147 entry data 148 event description 147 event ID 146 identify PC or User 148 IIO status 148...

Page 204: ...ressing 13 Unix HP UX 23 SCO Client 26 Solaris Client 25 Configure Static IP Addressing 13 Confirmation Sheet 63 Connection 5 initial 7 Consumables 162 Counters 163 Cover Sheet 104 Covers 47 Create ce...

Page 205: ...130 Forward to E mail 99 Forward to Fax 98 FTP 56 91 Full Overwrite 139 Further Information 67 74 G G3 104 General 77 95 161 General Account 119 120 add users 120 General Device Alerts 167 Group Accou...

Page 206: ...t Adjustment 79 Layout Watermark 48 LDAP 82 configure 81 general settings 82 Verfiy settings 83 LDAP Authentication 135 configure 134 procedure 134 verify enablement 135 LDAP Configuration 81 82 Linux...

Page 207: ...ontrol panel 3 e mail 75 P Paper Output 47 PDF 166 Personal Phonebook 105 Phone Line 7 Phonebook 103 personal 105 shared 105 Phonebook Preferences 105 Port9100 7 Portable Document Format PDF 166 Ports...

Page 208: ...ssage Block 56 58 91 92 Setup address books 80 AppleTalk 20 default template 64 fax options 104 file destination 61 file destinations 61 NDPS NEPS 21 Netware 21 NWAdmin 21 phonebook preferences 105 Qu...

Page 209: ...on Servers 67 Verify LDAP authentication enabled 135 LDAP settings 83 local authentication enabled 136 network accounting 110 software version 32 Verify the IP Address 14 View audit log file 146 View...

Page 210: ...Index 198 Xerox Phaser 3635 System Administration Guide...

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